Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
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42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Sterling National Bank January 2014 - Present
Reliance Trust Company June 2013 - September 2013
Citi September 2000 - May 2013
BNY Mellon January 1988 - September 2000
Skills
Investments, Finance, Tax, Financial Advisory, Investment Management, Business Development, Alternative Investments, Financial Planners, Sales, IRAs, Policy, New Business Development, Internal Audit, Manage Client..., Mutual Funds, Charitable Trusts
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3
American Bankers Association
Certified Trust Financial Advisor
WTAS June 2013 - Present
Kaye Scholer LLP August 1988 - December 2012
Citi 1986 - 1988
JPMorgan Chase 1983 - 1986
Skills
Financial Analysis, Finance, Financial Reporting, Budget Process, Forecasting, Variance Analysis, Financial Modeling, Accounting, Internal Audit, Internal Controls, Microsoft Excel, PowerPoint, Multi Tasking, Communication Skills, Deadline Driven, Accounts Payable, Budget Monitoring, Department Budgeting, Expense Budget..., Budgets, Account Reconciliation, Accounts Receivable, Financial Accounting, Managerial Finance
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Management
St. Francis College
Bachelor of Science (BS), Business Administration and Management, General
Citi May 2015 - Present
Citi July 2014 - May 2015
American JKA NY - Syosset Martial Arts Center June 2003 - October 2014
BioEconomy Partners March 2014 - August 2014
D.M. Kelkar DDS June 2006 - July 2014
Expedite Video Conferencing Services, Inc. July 2010 - July 2011
The Metropolitan Club August 2009 - June 2010
Skills
Leadership, Analysis, Budgets, Management, Finance, Accounting, Financial Analysis, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Research, Risk Management, Healthcare, PowerPoint, Public Speaking, Data Analysis, Business Planning, Financial Accounting, Cost Accounting, Strategic Planning, Microsoft Word, Budgeting, Training, Team Leadership, Quickbooks, Business Management, Financial Reporting, Teamwork, Nonprofits, Coaching, Policy, Teaching, Access, Team Building, Process Improvement, Bookkeeping, Fraud Investigations, Anti Money Laundering
Education
Pace University - Lubin School of Business 2008 — 2014
MBA, Finance
Stony Brook University 2003 — 2007
BA, Economics
Citi April 2013 - Present
Citi June 2011 - April 2013
Citi February 2008 - June 2011
Skills
Business Analysis, Risk Management, Analysis, Project Management, Financial Analysis, Banking, Customer Service, Equities, Finance, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Management, Microsoft Office, Leadership, PowerPoint, Process Improvement, Vendor Management, Portfolio Management, Data Analysis
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor Business Administration, International Management
Citi August 1998 - February 2013
Skills
Microsoft Office, Microsoft Excel, Vendor Management, Financial Modeling, Investments, Banking, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Analysis
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Deutsche Bank August 2009 - Present
HBK Capital Management May 2006 - August 2009
Citi October 2000 - April 2006
Education
Pace University - Lubin School of Business 2001 — 2003
Advanced Graduate Certificate in Financial Management
William Paterson University of New Jersey 1998 — 2000
Master of Business Administration (M.B.A.)
Springfield College 1994 — 1998
Bachelor's Degree
Citi January 1983 - Present
Citigroup 1983 - 2015
Skills
Proficient with..., Essbase, Analysis, Account Reconciliation, Corporate Finance, Financial Analysis, Finance, Management, Financial Reporting, Strategic Financial..., Managerial Finance, Financial Risk, Banking, Financial Planning, Financial Services, Business Analysis, Risk Management, Financial Modeling, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Public Accounting
J.P. Morgan Chase 2014 - Present
NBCUniversal, Inc. January 2014 - June 2014
NBCUniversal, Inc. September 2013 - December 2013
UBS Wealth Management June 2013 - August 2013
The Trust for Public Land June 2010 - August 2010
Apple March 2009 - June 2009
Citi June 2008 - August 2008
UBS July 2007 - August 2007
Skills
PowerPoint, Project Management, Analytics, Customer Service, Microsoft Excel, Microsoft Office, Networking, Research, Windows, Financial Analysis
Education
Pace University - Lubin School of Business 2009 — 2013
High School of Economics and Finance 2005 — 2009
P.S 19
US Department of Homeland Security December 2014 - Present
Guardian Life October 2013 - 2014
Citi June 2012 - June 2013
Skills
Recruiting, Applicant Tracking..., Employee Relations, Talent Management, Policy, Policy Analysis, Talent Acquisition, Human Resources, Resume Writing, Interpersonal Skill, International..., Research, International Relations, Economics, Onboarding
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Arts (MA), Human Resources Management
Smith College 2006 — 2010
BA, Economics
Citi January 2010 - November 2012
Ameriprise Financial Services Inc. September 2006 - January 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Auditing, GAAP, Strategic Financial..., Financial Accounting, Microsoft Excel, Tax Accounting, Corporate Tax, International Tax, Microsoft Office, Analysis, Financial Statement..., Finance, Tax, Risk Management
Education
Pace University - Lubin School of Business 2006 — 2012
BBA+MBA, Accounting
Credit Suisse June 2015 - Present
Citi March 2014 - May 2015
Citi July 2009 - February 2014
Citi March 2003 - June 2008
Citi January 2001 - February 2003
Citi January 1999 - December 2000
Salomon Brothers January 1994 - December 1998
Salomon Brothers January 1990 - December 1993
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Citi January 2015 - Present
Citi January 2014 - January 2015
Haver Analytics May 2010 - January 2014
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Economics, Fixed Income, Capital Markets, Analysis, Financial Analysis, Statistics, Research, Equities, Finance, Microsoft Office, Management, Data Analysis, Customer Service, Project Management
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Science (M.S.), Investment Management
Pace University - Lubin School of Business 2004 — 2008
B.B.A, Finance
Faruqi & Faruqi, LLP May 2014 - Present
Gusrae Kaplan Nusbaum PLLC August 2013 - May 2014
Traub Lieberman Straus & Shrewsberry LLP April 2010 - August 2013
Jones Morrison LLP October 2009 - April 2010
Wilson Elser January 2009 - September 2009
Citi June 2008 - August 2008
National Attorney Services May 2007 - August 2007
US Senator Charles E. Schumer's Office September 2003 - January 2004
Skills
Westlaw, Litigation, Civil Litigation, Commercial Litigation, Lexis, Finance, Securities Regulation, Legal Writing, Microsoft Excel, Motions, Insurance, Legal Research, Appeals, Mediation, Reinsurance, LexisNexis
Education
Pace University School of Law 2007 — 2011
Doctor of Law (JD), Law, Magna Cum Laude
Pace University - Lubin School of Business 2008 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services, Summa Cum Laude
Syracuse University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Summa Cum Laude
Neuberger Berman January 2014 - Present
Neuberger Berman May 2012 - December 2013
Neuberger Berman June 2010 - May 2012
Neuberger Berman June 2009 - August 2009
Citi July 2007 - August 2007
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
CoderLoan February 2014 - Present
J.P. Morgan November 2010 - February 2013
Citi January 2010 - October 2010
Goldman Sachs June 2008 - September 2009
Citi- Tribeca Global Management LLC June 2007 - February 2008
Luntz, Maslansky Strategic Research October 2006 - May 2007
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Valuation, Financial Analysis, Bloomberg Terminal, Risk Management, Financial Risk
Education
Pace University - Lubin School of Business 2004 — 2008
Finance, Finance, Economics
Pace University, The Lubin School of Business New 2004 — 2008
Bachelor of Business Administration, Finance
Citi June 2007 - January 2011
Citi March 2006 - June 2007
Citi June 2005 - February 2006
Citi June 2004 - June 2005
Tradesource May 2001 - June 2004
Skills
Employee Relations, Performance Management, Human Resources, Talent Management, Policy, Onboarding, Recruiting, Applicant Tracking...
Education
Pace University - Lubin School of Business 2000 — 2004
B.B.A., Human Resources Management
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
Nomura America Services June 2014 - Present
Citi September 2012 - June 2014
Societe Generale May 2010 - September 2012
Bank of America Merrill Lynch January 2005 - August 2010
Merrill Lynch Financial Advisor Center January 2005 - March 2007
Personal experience and Private contracting May 2002 - October 2004
Skills
Banking, Fixed Income, Financial Analysis, Cash Management, Risk Management, Finance, Portfolio Management, Credit, Financial Services, Securities, Account Reconciliation, FX Options, Process Control, Data Modeling, Treasury, SDLC, Capital Markets, Accounting, Internal Controls, CRM, Settlement, Funding, Management, Treasury Management
Education
Pace University - Lubin School of Business 2008 — 2011
MS, Accounting
Rider University 2000 — 2004
BA, Finance
Citi January 2011 - Present
Citigroup Global Transaction Services January 2005 - January 2011
Citibank August 1994 - January 2005
Bankers Trust Company May 1984 - August 1994
Bradford Trust Company Securities Processing Services 1981 - 1984
Bronx Science 1972 - 1976
Skills
Securities, Cash Management, Banking, Customer Relations, Cash, Economics, Technology, Global Custody, Credit Risk, Customer Service, Fixed Income, Settlement, Financial Services, Capital Markets, Equities, Relationship Management, Back Office, Bonds, Risk Management, Credit, Financial Markets, AML, Trading Systems, Loans, Investment Banking, Hedge Funds, Portfolio Management, Prime Brokerage, FX Options, Operational Risk, Financial Institutions, Payments, Trading, CRM, Treasury Management, Emerging Markets, Operational Risk..., Derivatives, Financial Risk, Securities Lending, Middle Office, Options, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Collateral Management, Management, Bloomberg, SWIFT payments
Education
Pace University - Lubin School of Business 1989 — 1991
International Business
City University of New York-Herbert H. Lehman College 1976 — 1981
Bachelor of Science (BS), Business/Managerial Economics
Citi May 2012 - Present
Ernst & Young September 2009 - May 2012
Accenture February 2004 - September 2009
Small Business Development Center at Pace University October 1993 - December 2004
CCH Inc. - Wolters Kluwer June 2001 - February 2004
KPMG Consulting Inc./ BearingPoint August 1997 - April 2001
American Express Company November 1993 - August 1997
New York Blood Center 1989 - 1993
Skills
Finance Transformation, Shared Services..., Outsourcing Management, Shared Services, Organizational Design, Process Engineering, Business Case, Business Transformation, Operating Models, Acquisition Integration, BPO, Finance Operations, Business Process..., Outsourcing, Process Improvement, Metrics, Offshoring, Re-engineering, Balanced Scorecard, Performance Improvement, PMO, Start-ups, Forecasting, Business Process..., Consulting, IT Strategy, Leadership, Business Process Design, Operations Management, Project Portfolio..., Governance, Business Planning, Change Management, Finance, Project Management, Mergers & Acquisitions, Management Consulting, Business Process, Strategy, Operational Excellence, Business Process Mapping, Financial Services, Internal Controls, Analysis, CRM, Management, Program Management, Analytics, Service Delivery, Business Analysis
Education
Pace University - Lubin School of Business 1989 — 1992
MBA
University of Calcutta
B.Sc.; M.Sc.
South Point High School, Calcutta, India
Citi July 2015 - Present
J.P. Morgan 2013 - May 2015
J.P. Morgan 2008 - 2013
J.P. Morgan 1997 - 2008
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Management, Investments, Financial Services, Alternative Investments, Portfolio Management, Securities, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
BNY Mellon 2014 - Present
GE Capital April 2009 - August 2012
GE February 2007 - April 2009
Citi August 2005 - February 2007
Citi November 2002 - August 2005
Citi January 2001 - November 2002
Citi February 1998 - January 2001
Citi October 1994 - February 1998
Skills
Vendor Management, Leadership, Process Improvement, Outsourcing, Change Management, Strategic Planning, Financial Services, P&L Management, Financial Analysis, Program Management, Contract Negotiation, Relationship Management, Strategic Partnerships, Executive Management, Operations Management, Credit Cards, Financial Risk, Business Strategy, Compliance, Banking, Training, Start-ups, Customer Service, Recruiting, Mergers & Acquisitions, Treasury Services, Financial Regulation, New Business Development, Cross Functional Team..., Performance Management, Project Management, User Experience, Restructuring, Cash Management, Problem Solving, Entrepreneurship, Business Networking, Six Sigma, Call Center Operations, Professional Networking, CAMS, AML, Know Your Customer (KYC), Due Diligence, Suspicious Activity..., FINRA Arbitration, OFAC, Bank Secrecy Act, USA PATRIOT Act, Escheatment
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional (CCRP®), Regulatory Affairs within Global Banking
University of Phoenix 2011 — 2017
Doctorate of Management, Organizational Leadership
Villanova University 2013 — 2013
Master Certificate in Lean Enterprise Solutions, Concentration in Financial Services
University of Phoenix 2003 — 2006
MBA, Marketing Management
University of Bridgeport 1995 — 1999
Bachelor's degree, Marketing Management
Urban Resource Institute October 2012 - Present
Citi June 2005 - September 2011
Education
Pace University - Lubin School of Business
BBA/MBA, Public Accounting
Bergen Community College February 2015 - Present
Hertz November 2014 - Present
Rack.Top-Shelf Preowned Merchandise June 2012 - October 2014
PGA TOUR August 2013 - August 2013
Citi May 2006 - May 2012
Citi December 2000 - April 2006
Citi May 1998 - November 2000
Wells Fargo March 1996 - April 1998
Unilever October 1988 - February 1996
JPMorgan Chase February 1981 - September 1988
Skills
Data Center, Solaris, SharePoint, Vendor Management, Disaster Recovery, IT Strategy, Autosys, Back Office, Linux, Incident Management, Organization, Micromuse Netcool, Open Systems, Process Improvement, SiteScope, Business Strategy, Help Desk Support, Troubleshooting, Data Analysis, AS400 system, Global IT Operations, VMS, Siteminder, Distributed Systems, D.O.G.S., HP Openview, IBM Netcool, IBM Tivoli, Microsoft Windows NT, Training, Account Reconciliation, Avid, Budget Analysis, Department Budgeting, General Ledger, Operating Budgets, Service Level Agreements
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Rutgers University-New Brunswick
Certificate of Completion, UNIX and Web Publisher Training
Trinity College, Moka, Maraval, Trinidad
Courses
Pinnacle Investments, LLC November 2010 - Present
Citi July 2007 - November 2010
Quorum Federal Credit Union July 2006 - July 2007
The Hartford June 2005 - July 2006
The Hartford June 2003 - January 2005
Skills
Series 7, Fiduciary, Mutual Funds, Securities, Investments, Wealth Management, 401k, Retirement Planning, Alternative Investments, Fixed Income, Asset Managment
Education
Pace University - Lubin School of Business 2007 — 2010
MBA, Financial Management
State University of New York College at Oneonta
BS, Business Economics
Citi April 2012 - Present
Citi June 2010 - April 2012
Morgan Stanley July 2004 - January 2009
Morgan Stanley January 1997 - June 2004
Morgan Stanley August 1994 - December 1996
Dean Witter January 1992 - August 1994
Dean Witter July 1987 - December 1991
Skills
Financial Analysis, Forecasting, Essbase, Budgeting, Process Improvement, Financial Reporting, Budgets, Management, Leadership, Analytics, Financial Modeling, Executive Management, Banking, Risk Management, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, International Management
Lyceum Kennedy
NBC Sports 2014 - Present
USA Network 2013 - 2013
A&E Television 2012 - 2013
Showtime Networks 2012 - 2012
American Express 2011 - 2012
FOOD & WINE Magazine 2010 - 2011
American Express 2009 - 2010
American Express 2007 - 2009
Citi 2006 - 2007
Skills
Digital Marketing, Social Media Marketing, Digital Media, Web Analytics, Strategic Partnerships, Strategy, SEM, E-commerce, Mobile Marketing, Digital Strategy, SEO, Omniture, Analytics, Integrated Marketing, Audience Development, Media Planning, Product Marketing, Merchandising, Google Analytics, Advertising, Email Marketing, Creative Direction, Copywriting, Display Advertising, User Experience, Web Project Management, User Interface Design, Photoshop, HTML, Customer Acquisition, Paid Search Strategy, Facebook, Twitter, Tumblr, YouTube, Instagram, Vine, Snapchat, Periscope, Managing Agency..., Vendor Management, Content Management, Content Development, Branded Content, Customer Engagement, Customer Retention, Social Listening, Social Media Advertising, Social Media Integration, Product Management
Education
Pace University - Lubin School of Business
B.B.A., Marketing Management
School of Visual Arts
Design and Digital Arts
Rentrak February 2012 - November 2013
Kantar Media Intelligence June 2006 - January 2012
TracyLocke August 2005 - May 2006
Citi June 2005 - August 2005
Skills
Microsoft Office, PowerPoint, Salesforce.com, Market Research, WebEx, Excel, SugarCRM, GoToMeeting, Intermediate Italian, On Demand Essentials, Digital Download..., Digital Marketing, Digital Media, Broadcast Television, Social Media Marketing, Social Media, Social Media Measurement, Microsoft Excel
Education
Pace University - Lubin School of Business 2003 — 2006
BBA, Marketing
New York Life Insurance Worldwide Ltd December 2013 - Present
Citi 1999 - 2012
Salomon Brothers 1986 - 1999
Skills
Technical Support, Networking, Disaster Recovery, Troubleshooting, Banking, IBM Mainframe, DB2, Data Center, JCL, Program Management, Vendor Management, Training, Mainframe, Integration, Business Analysis, Management, Unix, IT Service Management, Security, ITIL, CICS, IT Strategy, SDLC, Databases, Enterprise Architecture, Visio, Information Technology, PMO, IT Management, Requirements Analysis, Software Project..., IT Operations, SharePoint, Business Continuity, Hardware, Requirements Gathering, Software Documentation, Performance Tuning, PMP, Project Portfolio..., System Deployment, Data Warehousing, Solution Architecture, Cloud Computing, Systems Analysis, Business Intelligence, Infrastructure, Incident Management, Business Requirements, Virtualization
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing
Citi March 2014 - Present
5 North Inc. May 2013 - February 2014
Staples December 2012 - May 2013
China Golden Buffet May 2012 - October 2012
THE WHITEROCK GROUP, LLC. June 2011 - August 2011
AmeriCorps October 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Windows, Open Office, PowerPoint, V Lookups, Pivot Tables, Research, Cash Handling Experience, VBA, Editing, Typing, Internet, Interpersonal..., Microsoft Word, Computer Proficiency, Bloomberg, Access, Accounting, Facebook, Adobe Acrobat, Market Research
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, International Management
Holy Trinity Diocesan High School 2004 — 2008
High School Degree
Sanef ITS Technologies June 2015 - Present
Thomson Reuters March 2014 - June 2015
Bank of America August 2010 - February 2014
bitSphere Database Partners February 2010 - August 2010
DealerTrack inc August 2005 - February 2010
The Chase Manhattan Bank June 1990 - August 2005
Citi March 1987 - June 1990
Security Pacific Bank November 1985 - March 1987
Skills
Unix Shell Scripting, SDLC, Database Design, Requirements Analysis, Business Analysis, Integration, Oracle, Agile Methodologies, Software Project..., Microsoft SQL Server, Unix, SQL, Cloud Computing, Data Architecture, Data Modeling, Enterprise Architecture, Software Development, Java Enterprise Edition, Strategy, Management, ITIL, PL/SQL, Performance Tuning, Systems Analysis, Data Governance, Data Management, SSIS, Data Integration, Application Architecture, Data Center, Infrastructure, Sybase, Solaris, IT Operations, Information Architecture, Informatica, Data Warehouse..., Solution Architecture, Governance, Technical Architecture, Relational Databases, Data Migration, Analytics, Database Administration, Security, Business Intelligence, Data Warehousing, Databases, Vendor Management, Enterprise Software
Education
Pace University - Lubin School of Business
Information Systems
Southern Connecticut State University
Athletic Medicine
World Currency USA, Inc. April 2014 - Present
Citi July 2010 - January 2014
Citi July 2006 - July 2010
Citi February 1997 - July 2006
Citi (Formerly Salomon Smith Barney) 1992 - 1997
Skills
Fixed Income, FX Options, Portfolio Management, Foreign Exchange, Hedge Funds, Capital Markets, FX trading, Equities, Options, Derivatives, Bonds, Bloomberg, Trading Systems, Business Development, Sales Presentations, Relationship Management, Business Strategy, Asset Allocation, Cross Selling, Municipal Bonds
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Roam Cellular January 2011 - Present
First Data Corporation 1988 - 2011
First Data Commercial Services 1996 - June 2001
First Data Merchant Services July 1990 - June 1995
Citi April 1985 - June 1990
Deloitte February 1979 - April 1980
Skills
Executive Management, Strategic Partnerships, Credit Cards, Training, Leadership, Payments, Strategy, E-commerce, CRM, Mobile Payments, Management, Mobile Marketing, Sales Management, B2B, Relationship Management, Sales, Banking, Customer Acquisition, New Business Development, Mobile Devices, Marketing, Strategic Planning, Training Delivery, Merchant Services, Business Development, Program Management, Salesforce.com, Customer Retention, Financial Services, Lead Generation, Payment Card Processing, Selling, Start-ups, Credit, Call Centers, Product Management, Entrepreneurship, Sales Leadership..., Team Building, Sales Process, Business Strategy, Loyalty Programs, Online Advertising, Marketing Strategy, Reputation Management, Content Marketing, Small Business, Video Marketing, Reputation Marketing
Education
Pace University - Lubin School of Business 1977 — 1980
B.B.A., Marketing and Accounting
Pace Mart July 2015 - Present
Pace University September 2014 - Present
Western Suffolk BOCES July 2015 - August 2015
Citi June 2012 - August 2012
Skills
Research, Public Speaking, PowerPoint, Microsoft Excel, Higher Education, Social Media, Leadership, Event Planning, Teamwork, Data Analysis, Management, Social Networking
Education
Pace University - Lubin School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Economics, Junior
Half Hollow Hills High School West 2009 — 2013
JPMorgan Chase March 2014 - Present
Citi May 2009 - September 2013
Citi August 2006 - May 2009
Citi 2002 - 2006
Citi 2000 - 2002
Citi 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Negotiation, Data Analysis, Invoicing, Chargebacks, Project Management, Teamwork, Team Leadership, COB, Records Management, Information Security, Banking, Financial Analysis, Internal Controls, Risk Management, Intralink
Education
Pace University - Lubin School of Business 2002 — 2006
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Morgan Stanley February 2015 - Present
Morgan Stanley October 2014 - February 2015
TD October 2014 - November 2014
Cape Securities,Inc ($250MM diversified retail broker-dealer,investment advisory,and asset manager) October 2013 - October 2014
Citi June 2013 - September 2013
Jade Brokerage( Commodity Trading Advisory Business) October 2011 - June 2012
Long Jiang Commercial Bank ( leading regional Chinese consumer bank) September 2009 - September 2010
Skills
Microsoft Excel, Marketing, Market Research, Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Finance, Teamwork, Customer Service, Team Leadership, Strategic Planning, Budgets, Business Strategy, Project Management, Forecasting, Team Building, Financial Statement..., Financial Planning, CRM Databases, Bloomberg Terminal, Analysis, Financial Modeling, Data Analysis, Investments, Corporate Finance, Public Speaking, Portfolio Management, Valuation, Risk Management, Financial Reporting, Accounting, Financial Services
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (MS), Investments and Securities
University of Surrey 2008 — 2012
Bachelor's Degree, International Business Management
Deutsche Bank May 2014 - Present
Societe Generale June 2012 - May 2014
Citi May 2007 - May 2012
UBS Investment Bank 2004 - 2007
Various November 1994 - March 2004
Automatic Data Processing (now Broadrdige) June 1986 - February 1994
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Investment Banking, Trading Systems, Financial Services, Securities, Risk Management, Banking, Middle Office, Portfolio Management
Education
Pace University - Lubin School of Business
Management Information Systems
Scentsy Independent Consultant December 2014 - Present
At home September 2014 - Present
Citi August 2007 - September 2014
Skills
Banking, Wealth Management, Administrative Support, Office Administration, Trade Shows, Customer Relations, Travel Management, Hospitality, Public Relations, Hotel Management, Management, Training, Customer Satisfaction, Customer Service, Leadership, Analysis, Risk Management, Call Centers, Business Analysis, Series 7, Administrative..., Microsoft Word, Credit, Marketing, Sales, Budgets
Education
Pace University - Lubin School of Business 1971 — 1975
Bachelor's degree, Business Administration and Management, General
Eastern District High School 1969 — 1971
BNY Mellon December 2011 - Present
Bridgewater Associates March 2007 - December 2011
UBS February 2006 - March 2007
Citi February 2002 - February 2006
Skills
Hedge Funds, Equities, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Analysis, Bonds, Accounting, Back Office, Account Reconciliation, Cash Management, Securities, Fund Accounting
Education
The University of Connecticut 2003 — 2005
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), International Management
Visiting Nurse Service of New York December 2013 - Present
Visiting Nurse Service of New York March 2011 - Present
Sovereign Bank February 2005 - May 2009
GreenPoint Bank March 2002 - January 2005
Citi November 1999 - March 2002
The First National Bank of Long Island November 1987 - November 1999
Chemical Bank July 1981 - November 1987
Skills
HomeCare CRM, Strategic Planning, Market Planning, Promotions, Event Management, B2B, CRM, Marketing, Project Management, Strategy, Marketing Management, Direct Marketing, Budgets, Product Development, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Segmentation, Negotiation, Management, Market Research, Program Management, Direct Mail, Team Building, Product Management, Customer Acquisition, Product Marketing, Customer Retention, B2B Marketing, Analysis, Analytics, Digital Marketing, Competitive Analysis, Online Advertising, Online Marketing, Brand Management, Integrated Marketing, Advertising, Marketing Research, Brand Development, Brand Awareness, Lead Generation, Customer Service, Nonprofits, Market Analysis, Key Account Management, Strategic Marketing
Education
Pace University - Lubin School of Business
BBA, Marketing
Stonier Graduate School of Banking--University of Delaware
Diploma
Citi July 2011 - Present
Citi August 2010 - June 2011
Citigroup January 2007 - July 2010
Citigroup September 2000 - January 2007
Prudential Financial March 1997 - August 2000
Castrol North America September 1996 - February 1997
Coopers & Lybrand August 1993 - August 1996
The Federal Bank Ltd August 1984 - January 1990
Skills
Risk Management, Financial Risk, Operational Risk..., Business Continuity, Vendor Management, Banking, IT Audit, Governance, Financial Services, Program Management, Information Security, Enterprise Risk..., Operational Risk, SDLC, PMO, Auditing, Sarbanes-Oxley Act, Security, Management, Risk Assessment, ITIL, Internal Audit, Internal Controls, Business Process, Retail Banking, Finance, Leadership, Business Process...
Education
Pace University - Lubin School of Business 1990 — 1993
M.B.A., Public Accounting
Union Christian College, Aluva 1978 — 1981
B.Sc., Physics, Mathematics, Electronics
MasterCard February 2015 - Present
MasterCard October 2012 - February 2015
MasterCard August 2007 - September 2012
Citi November 2004 - August 2007
Skills
Risk Management, Program Management, Management, Analysis, Project Management, Procurement, Data Analysis, Leadership, Microsoft Excel, Vendor Management, Cross-functional Team..., Risk Assessment, Performance Management, Credit Cards, Budget Process, Oracle E-Business Suite, Ariba, PeopleSoft, System Administration, Taleo, Sarbanes-Oxley Act, Process Improvement
Education
Siena College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Pace University - Lubin School of Business 2012 — 2017
Master of Business Administration (MBA), Accounting
Kelly Services 2013 - 2015
Henry Schein 2010 - 2012
Citi 2007 - 2010
American Home Mortgage 2006 - 2007
BNY Mellon 1995 - 2006
Northwestern Mutual 1990 - 1995
Skills
Executive..., Customer Service, Outlook, Microsoft Office, Time Management, Microsoft Excel, Process Improvement, Microsoft Word, Project Management, Marketing, Financial Analysis, Social Media, Onboarding, Event Planning, Training, Social Networking, Strategic Planning
Education
Pace University - Lubin School of Business 2005 — 2009
Bachelor's Degree, Finance, magna cum laude
East Rockaway High School
Stony Brook University
General Studies
State Street Bank May 2012 - Present
Citi June 2009 - Present
UBS Investment Bank March 2007 - October 2008
FNMA January 2006 - January 2007
Citi August 2004 - November 2005
West LB 2003 - 2004
Bank of Tokyo-Mitsubishi UFJ 2001 - 2003
Goldman Sachs 1998 - 2001
JPMorgan Chase 1996 - 1998
Lehman Brothers 1996 - 1996
Skills
Middle Office, MBS, Back Office, Fixed Income, Derivatives, Analysis, Accounting, Business Analysis, Banking, Business Strategy, Change Management, Documentation, Data Analysis, Financial Analysis, Financial Planning, Financial Reporting, Program Management, Quality Assurance, Project Planning, Project Implementation, Project Coordination, System Design, System Testing, Operations, Functional..., UI testing, Workflow, Strategic Planning, Demos, Regression Testing, Solutions Development, P&L Management, Prime Brokerage, Reference Data, Requirements Gathering, Usability Testing, Solution Development, Portfolio Management, Trading Systems, Equities, Software Documentation, Strategic Financial..., Securities
Education
Pace University - Lubin School of Business 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Science (B.S), Mathematics
Bloomberg LP December 2013 - Present
Citigroup June 2010 - February 2013
Citi June 2001 - June 2010
Salomon Brothers/Salomon Smith Barney/Citigroup January 1990 - June 2001
NYNEX (now Verizon) November 1987 - December 1989
Skills
Trading Systems, Data Center, Market Data, Fixed Income, Unix, Electronic Trading, ITIL, Servers, Risk Management, System Administration, Vendor Management, Integration, Equities, SAN, Derivatives, SDLC, Low Latency, Sybase, Reference Data, Portfolio Management, Solaris, Disaster Recovery, Middle Office, Enterprise Architecture, Business Continuity, Infrastructure, Capital Markets, Trading, IT Strategy, Financial Services, IT Management, Investment Banking, Back Office, Prime Brokerage, PMO, Equity Derivatives, Credit Derivatives, Operational Risk..., IT Service Management, Technical Support, Business Analysis, IT Operations, Information Security, Governance, Storage, Storage Area Networks, Project Management, Hardware, Information Technology, Process Improvement
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Management Information Systems
Citi March 2012 - June 2013
RBC Capital Markets December 2010 - September 2011
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Credit Suisse July 1993 - October 2010
Salomon Brothers December 1988 - June 1993
Salomon Brothers December 1988 - June 1993
Irving Bank Corporation March 1986 - December 1988
Skills
Equities, Trading, Trading Systems, Electronic Trading, Middle Office, Series 7, Securities, Equity Trading, Capital Markets, Prime Brokerage, Risk Management, Financial Markets, Smart Order Routing, Order Management, Business Analysis
Education
Pace University - Lubin School of Business 1989 — 1992
Master of Business Administration, Investment and Portfolio Management
The Pennsylvania State University - The Smeal College of Business 1981 — 1985
Bachelor of Science, Finance
Universite De Nice 1984 — 1984
International Study Program, Business Administration
Citi September 2014 - Present
Citi July 2012 - September 2014
Citi September 2011 - June 2012
Citi October 2005 - October 2011
Skills
Portfolio Management, Equities, Fixed Income, Investments, Financial Services, Hedge Funds, IT Strategy, Mutual Funds, Outsourcing, Management, Wealth Management, SDLC, Vendor Management, Middle Office
Education
Pace University - Lubin School of Business 1999 — 2002
MBA, Finance and Financial Management Services
Citi December 2011 - Present
Citigroup December 2009 - December 2011
Thomson Reuters November 2007 - December 2009
Unite Here Health Center September 2007 - November 2007
Reval.com, Inc (Financial Services) September 2006 - August 2007
Lubin School of Business August 2005 - January 2007
NYC Health and Hospitals May 2006 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PeopleSoft, QuickBooks, Powerpoint, Sage, Access, Business Objects, PowerPoint, Payroll, Human Resources, Recruiting, Business Analysis
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Strategic Management
Pace University - Lubin School of Business 2005 — 2008
MS, Human Resources
University of Delaware 2001 — 2005
Bachelor of Arts, Psychology; Music Management
All American Hospice LLC October 2011 - Present
Canadian Debt Solutions?, LLC October 2011 - January 2013
North American Debt Settlement LLC October 2008 - October 2011
Continental Financial Corporation,LLC 2006 - 2008
JPMorgan Chase June 2005 - June 2006
Citi June 2004 - June 2005
Skills
Sales Management, Sales, Call Center, Salesforce.com, Marketing Strategy, Google Analytics, Google Adwords, Contact Management, Marketing, Social Media Marketing, Microsoft Office, Office Management, QuickBooks, Account Management, Financial Reporting, Lead Generation, Finance, Forecasting, Customer Service, Microsoft Excel, Call Centers, Mortgage Lending, New Business Development, Small Business, Banking, Leadership, Business Planning, Credit, Business Strategy, Insurance, Loans
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Citi September 2013 - Present
Mercedes Benz March 2012 - September 2013
Disney Publishing Worldwide March 2011 - November 2011
Disney Publishing Worldwide June 2008 - March 2011
Fox Pitt Kelton December 2005 - June 2007
Morgan Keegan June 2005 - October 2005
Citigroup October 2003 - June 2005
Citigroup May 2000 - October 2003
Skills
Bloomberg, Factset, Excel, PowerPoint, Word, Microsoft Excel
Education
Pace University - Lubin School of Business 1999 — 2002
Barclays May 2015 - Present
Citi January 2013 - May 2015
Home Owner 2010 - 2015
Home Owner 2010 - 2015
Barclays Capital February 2011 - December 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers September 2006 - 2008
Deutsche Bank 2004 - 2006
Skills
Investment Banking, Equities, Capital Markets, Vendor Management, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Finance, Bloomberg, Business Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Citi October 2014 - Present
American Express Publishing April 2013 - October 2014
Source Interlink Media September 2012 - April 2013
Source Interlink Media August 2010 - September 2012
ICM August 2007 - September 2008
Virgin Records January 2007 - May 2007
Strategic Artist Management January 2006 - December 2006
Columbia Records January 2005 - June 2005
Skills
FrontPage, HTML, JavaScript, Microsoft Office, Promotions, Marketing Strategy, Social Media, Digital Media, Email Marketing, Strategy, Marketing, Direct Mail, New Business Development, Management, Integrated Marketing, Direct Marketing, Digital Marketing, Database Marketing, Online Marketing, Advertising, Digital Strategy, Online Advertising, Social Media Marketing, Marketing Communications, SEO, Lead Generation, Brand Development
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelors of Business Administration, Marketing
Citi -IGATE March 2015 - Present
Citi - IGATE August 2014 - February 2015
SAP November 2011 - June 2014
Bank of America Merrill Lynch April 2011 - November 2011
Wells Fargo August 2010 - March 2011
Citizens Bank April 2008 - July 2010
Citi January 2003 - December 2007
Temenos January 2001 - December 2002
mpct solutions January 1991 - December 2000
Skills
Vendor Management, Business Analysis, Banking, Risk Management, Business Process, Business Intelligence, Project Management, Change Management, Requirements Analysis, Process Improvement, SAP, Mergers, Coaching, Program Management, Software Development, PMO, Credit, Integration, Mergers & Acquisitions, Management, Software Project..., Analysis, Strategy, Leadership, IT Strategy
Education
Pace University - Lubin School of Business
Bachelor, IT & Economics
Pace University - Lubin School of Business
Citi January 2015 - Present
Citi February 2010 - January 2015
Citi February 2007 - January 2010
Citi May 2005 - February 2007
Morgan Stanley May 2004 - April 2005
Deutsche Bank May 2003 - August 2003
Skills
Investment Banking, Credit Risk, Business Analysis, Financial Services, Due Diligence, Equities, Analysis, Microsoft Office, Project Management, Valuation, Credit, Strategic Financial..., Relationship Management, Financial Markets, Project Planning, Business Requirements, Wireframes, Agile Methodologies
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Financial Management
St. Francis College 2000 — 2004
BS, Finance (Magna Cum Laude)
Halcyon Capital Group, LLC April 2013 - Present
Citi July 2008 - April 2013
Halcyon Capital Group, LLC July 2007 - June 2008
Lehman Brothers May 1995 - June 2007
RBS Greenwich Capital September 1989 - May 1995
Moody's June 1987 - September 1989
Credit Suisse First Boston February 1985 - July 1988
Skills
Capital Markets, Financial Structuring, Securitization, Commercial Banking, Structured Finance, Finance, Financial Services, Banking, Derivatives, Investment Banking, Financial Markets, Alternative Investments, Fixed Income, Credit, Loans, Portfolio Management, Loan Origination, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Residential Mortgages, Underwriting, Restructuring, ABS, Mortgage Banking, Loan Servicing, Relationship Management, Structured Products, Valuation, Credit Risk, Mortgage Lending, Bonds
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Citi October 2013 - Present
Citi June 2004 - September 2013
Deutsche Bank June 2002 - July 2004
Merrill Lynch July 1999 - June 2002
JPMorgan 1997 - 1999
Lehman Brothers 1994 - 1995
Skills
Financial Markets, Fixed Income, Commercial Banking, Financial Services, Strategic Planning, Banking, Capital Markets, Structured Finance, Derivatives, Financial Analysis, Financial Risk, Mutual Funds, Financial Modeling, Business Analysis
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Citi January 2011 - June 2014
UBS Investment Bank August 2007 - May 2010
UBS Investment Bank December 1998 - August 2007
UBS Investment Bank March 1996 - December 1998
UBS Investment Bank November 1991 - March 1996
Shearson Lehman 1986 - 1991
Skills
Fixed Income, Options, Derivatives, Equities, Securities Lending, Equity Derivatives, Prime Brokerage, Trading Systems, Hedge Funds, Middle Office, Electronic Trading, Structured Products, Swaps, FX Options, Capital Markets, Trading, Equity Trading, Securities
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional (CCRP), AML, BSA, OFAC, FCPA, Dodd Frank, Basel III, FATCA/FACTA, Cyber security.
University of Vermont 1982 — 1986
Bachelor's Degree, Economics, Minor: Accounting
Citi September 2012 - Present
Citibank July 2010 - Present
Garden State Medical Supply August 2007 - July 2010
Diane Turton, Realtors 2006 - 2009
Dresdner Kleinwort March 2002 - June 2005
Deutsche Bank March 1997 - March 2002
Lehman Brothers June 1995 - March 1997
J.P. Morgan June 1984 - June 1995
Education
Pace University - Lubin School of Business 1980 — 1984
Citi May 2011 - Present
Citi May 2010 - April 2011
Citi May 2008 - May 2010
Citigroup February 2004 - May 2008
Citi April 2000 - February 2004
Skills
Fixed Income, Derivatives, Financial Modeling, Series 7, Bloomberg, Capital Markets, Investment Banking, Financial Services, Financial Analysis, Alternative Investments, Series 63
Education
Pace University - Lubin School of Business 2001 — 2004
MBA, Investment Mgmt & Financial Economics, 3.78
Citi January 2012 - Present
Citibank March 2006 - January 2012
Brown Brothers Harriman 2003 - 2006
Skills
Sourcing, Negotiation, Procurement, Strategic Sourcing, Outsourcing, Global Sourcing, Supply Management, Contract Negotiation, Strategy, Process Improvement, Cross-functional Team..., Management, Change Management, Forecasting, Business Process..., Program Management, Supply Chain Management, Spend Analysis, Leadership, Business Strategy, Business Development, Purchasing, Contract Management, Logistics, Operations Management, Risk Management, Strategic Planning, Supply Chain
Education
Pace University - Lubin School of Business 1988 — 1992
Marketing
Crossbridge February 2015 - Present
(USTA) United States Tennis Association 2008 - Present
Citi April 2013 - December 2014
BNY Mellon September 2012 - April 2013
Morgan Stanley May 2010 - September 2012
Misys February 2008 - February 2009
KPMG June 2007 - August 2007
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Banking, Financial Reporting, Excel, Access, Risk Management, Word, Corporate Finance, Business Analysis, Analysis, Process Engineering, Data Analysis, Operational Risk, Risk, Collateral Management, Microsoft Excel, Financial Risk, Portfolio Management, Finance, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance, Accounting
Yeshiva University 2002 — 2005
BA, Economics
Citi July 2004 - Present
Wheelhouse Corporation, NYC, NY September 2000 - April 2001
Reliance National, NYC, NY December 1995 - July 1998
Wm H. McGee & Co., Inc. (a division of the Allianz Group) May 1986 - December 1995
Skills
Compliance, Data Security, Business Analysis, Risk Mitigation, Risk, Security, GLBA, Information Security..., Information Security..., Information Security, Risk Management, Financial Risk, Vendor Management, Business Continuity, Vulnerability Assessment, IT Audit, IT Management, Disaster Recovery, Governance, CISSP, Risk Assessment, Operational Risk..., SDLC, IT Service Management, CISA, Enterprise Risk..., Analysis, ISO 27001, Cross-functional Team..., IT Strategy, COBIT, Business Intelligence, CISM, PCI DSS, Operational Risk, Financial Services, PMO, IT Risk Management, Sarbanes-Oxley Act, Banking, Project Portfolio..., Enterprise Architecture, ITIL, Business Continuity..., Identity Management, Vulnerability Management, Security Awareness, Infrastructure, Computer Security, Security Audits
Education
Tuck School at Dartmouth College 1998 — 2000
Master of Business Administration (M.B.A.), General Management
Pace University - Lubin School of Business 1981 — 1985
BBA, Management of Information Systems (MIS)
High School of Music and Art 1978 — 1981
High School Diploma, Vocal Music
Citi October 2003 - Present
Pricewaterhouse Coopers October 1996 - October 2003
Electronic Data Systems October 1994 - October 1996
Skills
Operational Risk..., Enterprise Risk..., Private Banking, Brokerage, Wealth Management, Cost Reduction..., Benchmarking, Performance Metrics, Project Planning, Project Management, Sarbanes-Oxley Act, Key Metrics, Risk Metrics, Metric Development, Metrics Reporting
Education
Pace University - Lubin School of Business 2001 — 2003
MBA
Providence College
Bachelor's degree
Citi July 2011 - Present
Shapiro & Lobel December 2010 - April 2011
Grassi & Co. January 2010 - December 2010
Eisner LLP January 2008 - December 2009
Eisner LLP January 2006 - January 2008
Citrin Cooperman & Company December 2004 - January 2006
Friedman, LLP January 2003 - December 2004
Berdon, LLP January 2001 - January 2003
Schonbraun and McCann Group July 1999 - December 2000
Levine, Levine & Meyrowitz January 1997 - June 1999
Skills
Corporate Tax, Tax, Tax Preparation, Tax Returns, Financial Statements, Strategic Financial..., IRS, High Net Worth..., Payroll Taxes, Budgets, Tax Accounting, Tax Research, Income Tax, CPA, Partnership Taxation, International Tax, GAAP, Accounting, Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, State Tax, Financial Planning
Education
Rutgers University, Graduate School 2007 — 2008
Masters of Taxation, Taxation
Pace University - Lubin School of Business 1991 — 1993
Bachelor, Business Administration; Accounting
Archbishop Molloy High School 1981 — 1985
HIGH SCHOOL, GENERAL
Citi 2014 - Present
Mizuho Corporate Bank 2005 - 2013
Federal Reserve Bank of New York 2000 - 2005
Federal Reserve Bank of New York 1998 - 2000
Federal Reserve Bank of New York 1997 - 1998
Federal Reserve Bank of New York 1995 - 1997
Federal Reserve Bank of New York 1993 - 1995
Skills
AML, Financial Risk, Bank Secrecy Act, Banking, Risk Management, Internal Audit, KYC, Enterprise Risk..., Auditing, Due Diligence, OFAC, Finance, Financial Institutions, Operational Risk, USA PATRIOT Act, Financial Regulation, Anti Money Laundering, Corporate Governance, CISA, Internal Controls, Certified Anti-Money..., Fraud, Quality Assurance, Compliance Review
Education
Pace University - Lubin School of Business 1980 — 1984
MS, Accounting
Citi May 2014 - Present
ByDesign Technologies April 2013 - May 2014
ByDesign Technologies June 2010 - April 2013
ByDesign Technologies August 2009 - June 2010
GunnAllen Financial September 2008 - November 2009
AXA Advisors June 2003 - September 2008
Citi July 2001 - May 2003
Citi July 1998 - July 2001
Salomon Brothers July 1994 - June 1998
Skills
Account Management, Business Analysis, CRM, Customer Service, Direct Sales, Sales, Process Improvement, Project Management, New Business Development, Solution Selling, Business Intelligence, Software Project..., Change Management, Vendor Management, Requirements Analysis, Integration, Strategy, Team Leadership, Management
Education
University of South Florida 1990 — 1993
Bachelor of Applied Science (BASc), Marketing
Pace University - Lubin School of Business 1987 — 1990
Accounting and Finance
Xaverian High School 1982 — 1986
Good Shepherd
Genworth Financial 2006 - October 2014
Cantor Fitzgerald 2005 - 2006
MKP Capital Management, L.L.C. 2004 - 2005
Balyasny Asset Management L.P. 2002 - 2003
Deutsche Asset Management 1996 - 2001
Citi 1988 - 1996
MetLife 1984 - 1988
Skills
Mutual Funds, Bonds, Financial Modeling, Financial Services, Investment Management, Trading, Bloomberg, Private Equity, Investment Banking, Valuation, Financial Markets, Wealth Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
University at Buffalo
Bachelor's Degree, Business Administration and Management, General
Citi February 2006 - Present
Citibank September 2004 - February 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Banking, Finance, Relationship Management, Customer Service, Financial Reporting, Sales, Microsoft Office, Microsoft Excel, Management, Sales Management, Mortgage Banking
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Finance, General
Citi February 2013 - Present
Citi February 2011 - January 2013
Citi March 2009 - June 2011
Citi December 2005 - March 2009
Citi June 2004 - December 2005
Citi March 1997 - June 2004
Wall Street Mortgage Bankers July 1995 - March 1997
E & Y September 1991 - July 1995
Education
Pace University - Lubin School of Business 1990 — 1991
MBA, Accounting
Pace University-Pleasantville/Briarcliff Campus
BBA, Accounting
HSBC September 2015 - Present
Deutsche Bank July 2015 - September 2015
GE Capital April 2012 - July 2015
Citi April 2011 - April 2012
Citi March 2006 - April 2011
Citi April 2004 - March 2006
The Corcoran Group July 2001 - April 2004
Skills
Banking, Operational Risk, Anti Money Laundering, Financial Risk, Financial Services, Risk Management, Financial Analysis, Capital Markets, Auditing, Internal Controls, Enterprise Risk..., AML, Internal Audit, Operational Risk...
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration, Management Information System
Citi September 2012 - Present
Citigroup July 2001 - September 2012
Citi February 2000 - October 2001
Citi January 1998 - February 2000
Citi September 1996 - December 1997
Citi June 1992 - September 1996
Price Waterhouse Management Consultants June 1990 - May 1992
Skills
Management, SDLC, Project Management, Process Improvement, Disaster Recovery, Analysis, PMP, Coaching, Banking, Investment Banking, Risk Assessment, Strategy, Mergers, Credit, Risk Management
Education
Certificate, New York University, School of Continuing and Professional Studies, New York, NY 2000 — 2001
Certificate, e-Business Development, A/4.0
Pace University - Lubin School of Business 1985 — 1990
BBA, Management Information Systems and Services
MainStay Investments January 2007 - Present
AllianceBernstein 2005 - 2007
UBS Global Asset Management 2002 - 2005
JPMorgan Chase 1999 - 2002
Citi 1988 - 1999
Citi 1988 - 1999
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies
Education
Pace University - Lubin School of Business 1990 — 1993
Master of Business Administration (MBA), Economics
St. John's University 1986 — 1988
Bachelor of Science (BS), Finance
Canon Solutions America August 2014 - Present
Citi (Citigroup) January 2009 - December 2012
Citi 2004 - 2008
Citi 1998 - 2003
Donnelley Enterprise Solutions, Inc. May 1997 - November 1997
Pitney Bowes Management Services May 1986 - May 1997
Skills
Strategy, Change Management, Leadership, Project Management, Management, Financial Services, Process Engineering, Expense Management, Vendor Management, Banking, Procurement, Program Management, Cost Control, Budgets, Process Improvement, Outsourcing, Negotiation, Cross-functional Team..., Analysis, Sales, Account Management, New Business Development, Risk Management, Business Process..., Business Analysis, Operations Management, Project Planning, Recruiting, Business Strategy, Strategic Planning, Marketing, Strategic Sourcing, Team Building, Mergers & Acquisitions, Business Development, Relationship Management, Executive Management, Initiatives..., Purchasing, Finance, Product Management, Contract Management, Competitive Analysis
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase & Co. February 2015 - Present
Citi February 2014 - February 2015
Goldman Sachs October 2005 - January 2014
Bowne systems September 2004 - July 2005
Goldman Sachs April 1998 - July 2004
Skills
PMP, Hedge Funds, Private Equity, Valuation, Investment Banking, Equities, Financial Analysis, Analysis, Project Management, SDLC, Business Process, Analytics, Financial Modeling, Account Reconciliation, Financial Planning, Accounting, Databases, Strategy, Finance, Business Analysis, Financial Reporting, Data Analysis, Access, Oracle
Education
Pace University - Lubin School of Business 2006 — 2009
Master of Business Administration (MBA), Information Technology Project Management
HSBC September 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
Citi September 1999 - July 2006
Skills
Leadership Development, Organizational..., Organizational Learning, Executive Coaching, Curriculum Design, MBTI, Workshop Facilitation
Education
Pace University - Lubin School of Business 1994 — 1999
Master of Business Administration (MBA), Management - Organizational Behavior
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Citi February 2011 - Present
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Finance
Citi July 2012 - Present
Rabobank January 2002 - June 2012
Rabobank July 1998 - January 2002
NatWest Markets 1994 - 1998
Westpac 1988 - 1994
Bankers Trust 1986 - 1988
Banco do Commercio e Industria de Sao Paulo S.A 1982 - 1986
Skills
Risk, Accounting, Reconciliation, Internal Controls, Banking, Financial Risk, Account Reconciliation, Internal Audit, Financial Reporting, Fixed Income, Financial Audits, Enterprise Risk..., Financial Services, Finance, Analysis, Management, Process Improvement, Financial Accounting, Operational Risk, Operational Risk..., Cash Management
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Accounting
ADP December 2012 - Present
ADP November 2010 - November 2012
Citi June 2006 - December 2008
Pfizer July 2003 - June 2006
Citi Smith Barney April 2002 - July 2003
Skills
Process Improvement, Executive Pay, Equities, Program Management, Financial Services, Options, Management, Vendor Management, Customer Service, Payroll, Securities, Data Analysis, Human Resources, Relationship Management, Business Process, Employee Benefits
Education
Pace University - Lubin School of Business 1999 — 2001
BBA, Business Management & Entrepreneurship
Citi April 1967 - 2006
Education
Pace University - Lubin School of Business 1978 — 1990
Bachelor of Business Administration (B.B.A.), Business/Corporate Law
Citi March 2004 - Present
Skills
Banking, Financial Analysis, Private Equity, Strategic Planning, Wealth Management
Education
Pace University - Lubin School of Business 1982 — 2004
BBA, Managment
Citi October 2014 - Present
Citi March 2014 - October 2014
Lilling & Company, LLP May 2010 - July 2012
Skills
Accounting, Financial Reporting, Bookkeeping, Auditing, Financial Analysis, Quickbooks, Excel, Finance, Financial Modeling, Business Strategy, Marketing, Investments, Business Analysis, Market Research
Education
Pace University - Lubin School of Business
Bachelor's Degree, Finance (BBA)
Citi May 2011 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers 1992 - 2008
Skills
Prime Brokerage, Business Analysis, Capital Markets, Derivatives, Equities, Investment Banking, Credit Derivatives, Banking, Fixed Income, Middle Office, Back Office, Bloomberg, Hedge Funds, Securities, Risk Management, Trading Systems, Financial Services, Trading, Portfolio Management, Equity Derivatives, Bonds
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, FINANCE
ProCure October 2009 - Present
Procure Treatment Centers October 2009 - July 2013
Citi July 2005 - October 2009
Skills
Excel, Healthcare, Hospitals, Employee Relations, Budgets, Customer Service, Recruiting, Software Documentation, Microsoft Office, Public Speaking, Marketing, Nonprofits, Data Analysis, Social Media, Project Management, Administrative..., Strategic Planning, Team Building, Public Relations, Management, Healthcare Management, Performance Management, Microsoft Excel, Leadership, Clinical Research, Outlook
Education
John Dewey High School 1991 — 1994
High school Diploma
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Quadrangle Group September 2013 - Present
Citi 2005 - August 2013
Skills
Fund Accounting, Private Equity, Tax, Financial Accounting, Accounting, Financial Statements, Financial Analysis, Financial Reporting, Internal Controls, Cash Management, GAAP, Financial Modeling, External Audit, Corporate Finance, Valuation
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Science, Accounting
A+E Networks July 2014 - Present
Citi March 2004 - July 2014
Salomon Smith Barney Incorporated March 2000 - March 2004
Smith Barney March 1997 - March 2000
Skills
Fixed Income, Business Analysis, SDLC, Vendor Management, Banking, SQL, Data Modeling, System Design, Business Process..., Project Management, IT Management, Process Improvement, Business Process, Integration, Business Objects, Sybase, Unix, Documentum, Program Management, Enterprise Software, Databases, Requirements Gathering, Oracle, Business Process..., Blueprint, Oracle DB, IBM JRules, Ab Initio, Oracle BPM, J2EE –..., Systems Development, Information Technology, Management, PeopleSoft, HR Information..., System Development
Education
Stevens Institute of Technology, Master of Science (MS)
Master of Science (MS), Information Technology
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems
Citi December 2014 - Present
Little Brook Media August 2012 - Present
JPMorgan Chase May 2011 - December 2014
JPMorgan Chase June 2007 - May 2011
JPMorgan Chase October 2004 - May 2007
JP Morgan Chase February 2002 - June 2005
Chase Manhattan Bank February 2001 - February 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mac OS, Mac OS X, Financial Reporting, Financial Risk, Risk Management, Banking, Statistical Reporting, Project Management, Mortgage Lending, Analysis, Credit, Loans, Financial Services, Credit Risk, Credit Analysis, Visio, Relationship Management, Lines Of Credit, Retail Banking, Management
Education
Pace University - Lubin School of Business 2004 — 2006
MBA
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.)
North Rockland High School 1992 — 1996
TNC Fund Services January 2014 - Present
Cognizant Technology Solutions April 2012 - June 2013
Citi April 2011 - July 2011
Ryan Associates- Certified Advent Geneva® software implementation February 2010 - October 2010
Contrarian Capital Management July 2008 - November 2009
GlobeOp Financial Services December 2003 - June 2008
Fiduciary Trust Company International October 1993 - October 2003
Skills
Hedge Funds, Fixed Income, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Equity Derivatives, Equities, Portfolio Management, Derivatives, Bloomberg, Investments, Prime Brokerage, Financial Statements, Private Equity
Education
New York University 1996 — 1997
Certificate-Financial Markets, 3.5
Pace University - Lubin School of Business
BBA, Management Sciences and Quantitative Methods
Citi September 2010 - Present
Citi April 2006 - September 2010
New York Life Insurance Company January 2000 - April 2006
Skills
Financial Analysis, Cash Management, Treasury Management, Strategic Financial..., Financial Reporting, Collateral Management, Sarbanes-Oxley Act, Internal Controls, Accounting, Equities
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Airgas August 2012 - Present
Sallie Mae June 2011 - July 2012
JPMorgan Chase October 2010 - May 2011
JPMorgan Chase August 2009 - September 2010
JPMorgan Chase May 2007 - July 2009
Citi June 2006 - May 2007
Citi February 2006 - June 2006
Citi May 2005 - July 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Hyperion Planning, Essbase, Microsoft Office, SharePoint, Cash Management, Finance, Financial Planning, Investments, Risk Management
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Citi May 2000 - Present
Skills
Wealth Management
Education
Pace University - Lubin School of Business
BBA, Finance & Economics
SunGard Financial Systems July 2014 - Present
Mitsubishi UFJ Fund Services October 2012 - June 2014
MSCI Inc. (RiskMetrics/ Measurisk) December 2009 - October 2012
King Street Capital Management April 2008 - December 2009
Citi June 2006 - April 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Middle Office, Investment Banking, Credit Derivatives, Options, Valuation, Asset Management, Securities, Equity Research, Investment Management, Fund Of Funds, Asset Allocation, Structured Products
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Science (M.S.), Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor of Science (B.S.), Finance
Christian Brothers Academy 1998 — 2002
Bank of America August 2012 - Present
Lord & Taylor 2008 - 2012
Alfama nyc 2011 - 2011
Citi 2009 - 2011
Education
Pace University - Lubin School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company April 2014 - Present
APG Asset Management May 2007 - March 2014
Citi August 2004 - April 2007
Lehman Brothers December 1998 - July 2004
Skills
Financial Reporting, Internal Controls, Hedge Funds, Risk Management, Financial Analysis, Strategic Financial..., Data Research, Compliance, Banking, Business Process, Credit, Credit Risk, Executive Management, Finance, Financial Markets, Portfolio Management, Strategy
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), Financial Management
University of North Carolina at Chapel Hill 1994 — 1998
Finance, General
Commerzbank AG June 2005 - November 2013
Citi June 2000 - June 2005
Morgan Stanley June 1999 - June 2000
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor's Degree, Accounting