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
GBO Bookkeeping Accounting Taxes Funds Admin Outsourcing Service March 2014 - Present
Och-Ziff Capital Management January 2013 - February 2014
PwC September 2010 - December 2012
US Air Force Reserve October 2004 - October 2010
Citi June 2007 - August 2010
BNY Mellon July 2006 - May 2007
Skills
Bookkeeping, Accounting, Private Equity, Microsoft Office, Management, Microsoft Excel, Financial Audits, Financial Analysis, C++, Java, Visual Basic, Visual C++, Project Management, Hedge Funds, Assembly, Electrical Engineering, Satellite Communications, Unix, Computer Hardware, Finance, Financial Accounting, Tax Preparation, Xero, US GAAP, Financial Modeling, QuickBooks, Financial Reporting, Strategic Planning, Financial Statements, Tax
Education
Baruch College 2008 — 2009
Finance
City University of New York-Brooklyn College 2003 — 2007
Bachelor of Science, Accountancy
State University of New York at Stony Brook 2001 — 2002
Computer Science
Citi June 2014 - Present
Fidelity Investments January 2013 - June 2014
Fannie Mae November 2010 - December 2012
AIG November 2006 - October 2010
Education
Heriot-Watt University 2010 — 2012
Master of Business Administration (M.B.A.), Strategic Planning
City University of New York-Baruch College 2008 — 2010
Master's Degree, Accountancy
Excelsior College 2003 — 2007
Bachelor’s Degree, Information Systems, Magna Cum Laude
Google March 2015 - Present
AOL August 2013 - March 2015
Citi March 2012 - August 2013
Merkle July 2011 - March 2012
Digitas May 2008 - July 2011
Deutsche Inc June 2007 - May 2008
Nielsen Media Research September 2006 - June 2007
MTV Networks January 2006 - June 2006
Sesame Workshop June 2005 - August 2005
Skills
Microsoft Office, DART, Google Analytics, Google Adwords, Nielsen, comScore, TNS, MRI, Scarborough, Photoshop, Digital Strategy, Digital Media, Media Planning, Web Analytics, Digital Marketing, SEM, Email Marketing, Campaign Management, Media Buying, Competitive Analysis, Account Management, Client Services, Analytics, Omniture, Marketing Strategy, DoubleClick, Integrated Marketing, CRM, Online Advertising, Advertising, Financial Services, Multi-media Marketing..., Public Speaking
Education
Baruch College
B.A. Corporate Communications
Anchin, Block & Anchin LLP November 2010 - Present
Citi June 2006 - June 2010
Skills
Tax, Partnership Taxation, Accounting, Hedge Funds, Fund Of Funds, Fund Accounting, Financial Accounting, GAAP, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College 2006 — 2010
Bachelor's degree, Accounting
Citi February 2000 - Present
Franchise Brokers Association February 2013 - Present
Publisher's clearing house May 1998 - January 2000
Computer Associates (CA) - XECA June 1996 - March 1998
Skills
ITIL Certified, Vendor Management, SDLC, Change Management, ITIL, Management, Analysis, Quality Assurance, Training, Testing, Project Planning, Business Analysis, Budgets, Team Management, Risk Management, Project Management, Databases, Strategy, Process Improvement, Mergers & Acquisitions, Management Consulting, Start-ups, Business Strategy, Business Planning, Executive Management, Portfolio Management, Entrepreneurship, CRM, Business Development
Education
St. John's university, NY 1999 — 2002
MBA, computer information system
Baruch College 1991 — 1996
MBA, accounting
Beijing Normal University 1982 — 1986
Bachelor's degree, History
Citi June 2015 - Present
Société Générale June 2014 - August 2014
Morgan Stanley June 2013 - May 2014
Permal Group November 2012 - May 2013
Newbury Capital Partners June 2012 - August 2012
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration, Finance, Graduated Magna Cum Laude
Forfeiture Support Associates, LLC. June 2014 - Present
Forfeiture Support Associates October 2012 - July 2014
International Fund Services (N.A.) LLC August 2010 - October 2012
Sigma Alpha Delta Honor Society June 2011 - December 2011
Sigma Alpha Delta Honor Society January 2011 - May 2011
S&E Azriliant, P.C. August 2009 - August 2010
Credit Suisse May 2009 - August 2009
Queens Library April 2005 - August 2009
Citi July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, microsoft powerpoint, AML, PowerPoint, Accounting, Microsoft Office, Outlook, Research, Customer Service, Data Analysis, Analysis, Social Media, Event Planning, Financial Accounting, Public Speaking, Financial Reporting, Spreadsheets, Account Reconciliation, Teamwork, Tax, Accounts Receivable, Accounts Payable, Financial Modeling, Management, Finance, Valuation, Administration, Time Management, Data Entry
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
Baruch College--Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Hunter College 2007 — 2008
Accounting
Beach Channel High School 2005 — 2007
High School
RBC Capital Markets May 2015 - Present
Rothschild October 2014 - May 2015
Citi May 2014 - August 2014
McGraw Hill Financial April 2013 - May 2014
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Staff Retention, Windows, Talent Acquisition, Project Management, Photoshop, Event Planning, Leadership, Management
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
FTSE Russell April 2013 - Present
Citi August 2008 - April 2013
P.S.O. Polish Student Organization 2009 - 2010
GIS Investment & Insurance (Astoria Federal Savings Affiliate) July 2007 - July 2008
Astoria Federal Savings July 2006 - July 2007
Skills
Strategic Financial..., Portfolio Management, Strategy, Access, CRM, Management, Strategic Planning, New Business Development, Salesforce.com, Wealth Management, Business Relationship..., Client Relationship..., Microsoft Excel, Mergers & Acquisitions, Social Media, Sales Management, Customer-focused Service, Creative Problem Solving, Excel, Morningstar, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
BA
EisnerAmper LLP January 2015 - April 2015
Citi March 2014 - December 2014
Industrial and Commercial Bank of China, New York September 2013 - December 2013
JP Morgan 'Whale Loss' Class Project March 2013 - March 2013
Zhenxing Public Accounting Firm September 2011 - October 2011
Bank of China June 2010 - July 2010
Skills
Accounting, Auditing, CPA, Mandarin, Tax, Capital IQ, Bloomberg Software, US GAAP, SQL, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's degree, Taxation
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Accounting
Citi July 2014 - Present
Renaissance Capital January 2011 - June 2013
GlobalSource Partners, Inc. January 2009 - September 2010
JPMorgan Chase February 2007 - December 2008
JPMorgan Chase October 2005 - February 2007
JP Morgan Chase July 2004 - October 2005
EdisonLearning June 2001 - July 2004
Skills
Corporate Finance, Analysis, Emerging Markets, Financial Analysis, Business Analysis, Business Process..., Program Management, Project Management, Expense Management, Budget Process
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Management Information Systems
Citi March 2015 - Present
Goldman Sachs June 2014 - August 2014
FXCM June 2013 - May 2014
UBS October 2012 - December 2012
BNY Mellon June 2012 - August 2012
Skills
Fixed Income, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Natalie Graniela Postural Therapy February 2012 - Present
Citi 1992 - 2011
Erick Hawkins Dance Company June 1969 - June 1978
Education
Baruch College 1998 — 2002
MBA, Computer Information Systems
The Boston Conservatory
BFA, Dance
The Dannon Company July 2015 - Present
The Dannon Company May 2014 - June 2015
Citi September 2013 - April 2014
Morgan Stanley July 2012 - September 2013
Sumitomo Trust and Banking August 2011 - November 2011
BlackRock May 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Kyung Hee University 2009 — 2009
Korean Language
University of Wisconsin-Madison 2007 — 2009
SunTrust October 2015 - Present
Citi February 2013 - September 2015
Citi June 2010 - January 2013
Citi April 2006 - May 2010
Citigroup January 2005 - March 2006
Citigroup May 2003 - December 2004
Skills
Marketing Strategy, Customer Acquisition, Business Development, Product Marketing, Digital Marketing, Financial Services, Credit Program Analysis, Budget Management, Revenue & Profit Growth, Digital Strategy, Banking, Strategic Planning, Fortune 500 Account..., Team Leadership, Email Marketing, Customer Engagement, B2B Marketing, Marketing Communications, Direct Marketing, Corporate Partnerships, Credit Card Programs, Market Segmentation, Data Analysis, Customer Experience..., Client Engagement, Product Development, P&L, Creative Developement, Partner Management, Channel Optimization, Partnership Marketing, Account Developement, Project Management, Customer Retention, Forecasting, Cognos, Siebel, Adobe Creative Suite, Microsoft Office, Management, Marketing, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, Marketing and International Business
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Marketing
Insticator Inc June 2015 - Present
Baruch College October 2014 - December 2014
Ipsos April 2014 - April 2014
Shenzhen Foreign Affairs Security Center November 2013 - February 2014
Citi July 2012 - June 2013
Citi January 2012 - February 2012
AIESEC March 2011 - June 2011
Resource Integration Center (Non-Governmental Organization) January 2011 - March 2011
Skills
Data Mining, SAS E-Miner, Data Modeling, Business Analysis, Data Analysis, Arena Simulation..., Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Analysis, Microsoft Word, English, Research, Teamwork, Time Management, Public Speaking, Team Leadership, SAS, Windows, Event Planning, SQL, R
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master of Science (MS), Quantitative Methods and Modeling
Shenzhen University 2008 — 2012
Bachelor of Arts (BA), English+Finance (Double Degree)
Shenzhen Senior High School
Citi August 2015 - Present
Citi October 2013 - August 2015
Barnes & Noble August 2012 - October 2013
True Action, an eBay Inc. Company September 2010 - August 2012
Skills
Marketing, Digital Marketing, Email Marketing, SEM, Web Analytics, Online Advertising, Affiliate Marketing, PPC, Social Media Marketing, E-commerce, Google Adwords, Digital Strategy, Online Marketing, Marketing Strategy, Direct Marketing, Advertising, Integrated Marketing, Marketing Communications, Mobile Marketing, Interactive Marketing, Web Marketing, SEO
Education
Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Entrepreneurship & Small Business Management
GEICO January 2015 - Present
XpresSpa April 2014 - October 2014
Citi September 2013 - April 2014
Travelex June 2006 - September 2013
Travelex September 2006 - June 2012
Northwestern Mutual June 2011 - September 2011
Skills
Excel, Business Analysis, Needs Analysis, Investments, Mutual Funds, Foreign Currency, Sales Management, Operational Excellence, Inventory Management, Analysis, Insurance, Account Management, Customer Service, Marketing Strategy, Team Building, Outlook, Microsoft Word, Microsoft Office, Spreadsheets, Retail, New Business Development, Time Management, Relationship Management, Management, Financial Analysis, Banking
Education
Baruch College, City University of New York (CUNY) 2008 — 2013
BBA, International Business
Transitioning from Corporate Leadership to Non Profit Organizations 2014 - Present
Citi 2006 - 2014
Citi 2000 - 2006
Citi 1994 - 2000
Citi 1990 - 1994
Skills
Banking, Risk Management, Business Analysis, Credit Risk, Investment Banking, SDLC, Financial Risk, Credit, Financial Analysis, Financial Services, Project Management, Compliance, Program Management, Organizational..., Capital Markets, Fixed Income
Education
St. John's University
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Computer Science
Citi August 2013 - February 2015
Asset Based Lending, LLC April 2012 - March 2013
AXA Advisors September 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Investments, QuickBooks, Equities, Pivot Tables, Excels, Valuation, Microsoft Excel, Mergers & Acquisitions, Bloomberg, Access, Due Diligence, Finance, Auditing, Investment Banking, Financial Statements, Tax, Financial Modeling, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master's Degree, Accounting
Beijing University of Post and Telecommunications 2005 — 2009
Bachelor of Arts, English, Movie Analysis.
New York University
New York University October 2014 - Present
Citi January 2011 - Present
IBM September 1998 - June 2011
Towers Perrin May 1997 - August 1998
Professional Examination Service April 1996 - April 1997
New York Hospital, Cornell Medical Center February 1990 - March 1996
Skills
SAS, Databases, Analysis, SPSS, Segmentation, Statistics, Analytics, Process Improvement, Predictive Analytics, Quantitative Research, Data Analysis, Program Management, Market Research, Business Analytics
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
MBA
Pace University-Pleasantville/Briarcliff Campus 1980 — 1984
BS
Provident Bank December 2010 - Present
Cetera Investment Services December 2010 - Present
Capital One February 2009 - December 2010
Capital One December 2005 - February 2009
Citi June 2004 - December 2005
Citi March 2002 - June 2004
Skills
Commercial Banking, L&H, Banking, Loans, Credit Analysis, Financial Services, Small Business Lending, Commercial Lending, Credit, Underwriting, Mortgage Lending, Retail Banking, Portfolio Management, Financial Analysis, Consumer Lending, Non-profits, Nonprofits, Leadership, Business Development, Investments, Risk Management, Finance
Education
New York University 2011 — 2014
M.S. Management, Business Strategy and Leadership
City University of New York-Baruch College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance/Investments
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
JP Morgan August 2012 - August 2014
JP Morgan February 2011 - August 2011
BNY Mellon June 2010 - August 2010
Office of New York City Comtproller June 2008 - August 2008
Citi June 2007 - August 2007
Skills
Product Management, Financial Analysis, Valuation, Financial Modeling, Investments, Finance, Bloomberg, Investment Banking, Corporate Finance, Asset Management, Equity Research, Derivatives, Microsoft Excel, Data Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Shanghai University
Study Abroad, Finance
Harvard Business School 2011 — 2011
Summer Venture in Management Program
General Assembly
Product Management
Citi June 2015 - August 2015
Urban Outfitters May 2014 - April 2015
Center for Family Life September 2012 - January 2013
Skills
Marketing Strategy, Interpersonal Skills, Entrepreneurship, Leadership, Teamwork, Task Driven, Music Management, Social Media Marketing, Microsoft Word, Customer Service, Team Leadership, Social Networking, PowerPoint, Microsoft Office, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor’s Degree, Finance, General
Borough of Manhattan Community College 2013 — 2015
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services, 3.92
Citi August 2015 - Present
Citi January 2015 - August 2015
Alex Streeter July 2014 - September 2014
Geneva Watch Group January 2014 - April 2014
Geneva Watch Group February 2013 - November 2013
Alex Streeter March 2011 - November 2013
Phase II September 2007 - September 2010
Kenneth Cole Productions February 2007 - May 2007
Skills
Marketing Strategy, Social Media Marketing, Merchandising, E-commerce, Retail, Online Marketing, Microsoft Office, Photoshop, Brand Management, Fashion, Product Management, Management, Product Development, Competitive Analysis, Image Editing, Bilingual, Photo Editing, Database Marketing, SQL, Teradata SQL
Education
City University of New York-Baruch College 2011 — 2013
Master of Business Administration (M.B.A.), International Business, Marketing
Fashion Institute of Technology 2006 — 2007
Associate's Degree, Fashion Merchandising Management
National Cheng Kung University 2000 — 2004
Bachelor's Degree, Industrial Information Management
Citi June 2014 - Present
Baruch Investment Management Group August 2013 - Present
JPMorgan Chase February 2013 - August 2013
Baruch Financial Leadership Program August 2012 - May 2013
Baruch Investment Management Group August 2012 - January 2013
Basel Asset Management March 2012 - January 2013
Baruch Investment Management Group August 2011 - July 2012
HELP/PSI, Inc. October 2011 - March 2012
Undergraduate Student Government - Baruch College September 2010 - June 2011
Duane Reade May 2010 - June 2011
Skills
Bloomberg Terminal, Bloomberg, Investments, Fundamental Analysis, Analysis, Access, Microsoft Excel, Hedge Funds, Equity Research, Finance, Financial Analysis
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration, Finance
Sunbeams School , Dhaka
Wolters Kluwer Law & Business September 2015 - Present
Baruch College August 2010 - Present
NYU Stern School of Business August 2013 - Present
Fantom Comics January 2005 - Present
Citi October 2014 - September 2015
Citi March 2011 - October 2014
Microsoft April 2010 - March 2011
Microsoft June 2007 - April 2010
Microsoft June 2005 - June 2007
Collectors-Exchange.com June 1998 - June 2005
Skills
Digital Marketing, SEO, SEM, Affiliate Marketing, People Management, Team Leadership, Web Analytics, Online Advertising, Online Marketing, Search Advertising, Google Adwords, Keyword Research, Organic Search, Local Search, Lecturing, Public Speaking, Presentations, Hiring, PPC, E-commerce, Social Media Education, Digital Strategy, Customer Acquisition, Collectibles, Display Advertising, Strategic Insights, Omniture, Analytics, Credit Cards, Financial Services, Mortgage Marketing, Strategy, Competitive Analysis, Social Media Marketing, Facebook, Google Analytics, Social Media, Marketing, Web Marketing, Marketing Management, Advertising, Product Management, Business Development, Market Research, Mobile Marketing, Entrepreneurship, New Media, B2B, Geomarketing
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Marketing
Carnegie Mellon University 1996 — 2000
BS, Industrial Management (Entrepreneurship)
G.W. Hewlett High School 1992 — 1996
NYS Regents Diploma
Citi June 2015 - Present
TNS Auto Group January 2014 - February 2015
TNS Auto Group August 2013 - December 2013
Cape Securities May 2013 - August 2013
TNS Auto Group October 2011 - May 2013
Chinatown Community Medical PC September 2010 - December 2010
Fitch Ratings July 2008 - August 2008
Skills
Microsoft Office, Bookkeeping, Adobe Photoshop, Adobe Designer, Microsoft Excel, PowerPoint, Finance, Research, Access, Financial Statements, Payroll, Teamwork, Public Speaking, Microsoft Word, Time Management, Social Media, Outlook
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master’s Degree, Accounting
City University of New York-Baruch College 2009 — 2013
Bachelor’s Degree, Finance
Sumitomo Mitsui Banking Corporation January 2015 - Present
Bank Leumi November 2013 - December 2014
Citi October 2012 - October 2013
Citi November 2011 - October 2012
Standard & Poor's February 2010 - November 2011
GMAC Commercial Finance April 2009 - February 2010
GMAC Commercial Finance August 2008 - March 2009
GMAC Commercial Finance April 2008 - July 2008
GMAC Commercial Finance May 2006 - March 2008
GMAC Commercial Finance September 2005 - April 2006
Skills
Bonds, Commercial Paper, Loan Origination, Loan Structuring, Loan Servicing, Contract Review, Financial Analysis, Financial Modeling, Valuation, Equity Valuation, Cash Flow Forecasting, Cash Flow Lending, Credit Risk, Credit Analysis, Underwriting, Excel, Word, PowerPoint, Asset Based Lending, Commercial Banking, Fixed Income Analysis, Portfolio Management, Equity Research Analysis, Enterprise Valuation, Credit, Structured Finance, Capital Markets, Equities, Leveraged Finance, Fixed Income, Accounting, Loans, Banking, Commercial Lending, Due Diligence, Financial Services, Investments, Funding, Financial Structuring, Trading, Securities, C&I Lending, ABL, DIP Financing, Senior Debt, Subordinated Debt, Financing Alternatives, Recapitalizations, Restructuring, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance & Investments
Commercial Credit College (Citigroup) 2013 — 2013
Credit Management, > 90%
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Economics
Reprise Media August 2015 - Present
The Economist November 2014 - August 2015
PSCH April 2013 - November 2014
Institute for Integrative Nutrition August 2011 - January 2012
Citi November 2010 - August 2011
Fidelis Care NY June 2010 - August 2010
HR Dynamics January 2009 - October 2009
Skills
Team Leadership, Teamwork, Graduate Recruitment, Travel Planning, Event Planning, HRIS Database Management, Microsoft Office, Employee Interaction, Customer Service, Onboarding, HRIS, Employee Benefits, PowerPoint, Microsoft Excel, Human Resources, Microsoft Word, Outlook, Leadership, Employee Relations, Recruiting, Social Media
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelor of Business Administration, Human Resources Management, 3.5
Quid August 2015 - Present
Indiegogo June 2013 - August 2015
Etsy.com April 2008 - April 2013
Baruch College July 2011 - December 2012
Citi August 2005 - April 2008
Piquant, LLC November 2003 - August 2005
Boys and Girls Club August 2001 - November 2003
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance
City University of New York-Baruch College 1997 — 2001
BS, Accounting
HSBC July 2013 - Present
Morgan Stanley September 2009 - June 2013
Clearwater Capital Partners May 2009 - August 2009
Citi April 2008 - July 2008
Skills
Credit Risk, VBA, Basel II, Risk Management, SQL, Matlab, C++, SAS
Education
City University of New York-Baruch College
Master's Degree, Financial Engineering
Columbia University in the City of New York
Master's Degree, Statistics
HEC Montréal
Exchange, Business Administration
Sun Yat-Sen University
Bachelor's Degree, Finance
Citi October 2014 - Present
Citi 2005 - October 2014
Citi 2003 - 2005
Citi 1999 - 2003
Cushman & Wakefield 1996 - 1999
Skills
Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Planning Budgeting &..., CCAR, Funds Transfer Pricing, Financial Variance..., Cross Selling, Product Launch, Financial system..., Great team player, People manager, Ability to deliver..., Exceptional..., Finance, Banking, Risk Management, Strategy, Capital Markets, Credit Risk, Commercial Banking
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Bachelor of Science (B.S.), Finance, General
William Allen High School, Allentown, PA
Citi April 2012 - May 2014
Baruch College 2013 - 2013
Baruch College 2013 - 2013
Baruch College 2013 - 2013
The Award Group March 2010 - May 2011
Lehman Brothers Holdings Inc. February 2008 - July 2008
Skills
Data Entry, Cold Calling Experience, Microsoft Applications, Customer Service, Sales, Research Information, Derivatives, Accounting, CRM, Selling, Finance, Cold Calling, FX Options, Leadership, Banking, Student Leadership, Student Engagement, Time Management, Financial Services, Microsoft Office, PowerPoint, Microsoft Word
Education
Baruch College 2011 — 2014
Bachelor of Arts (B.A.), Business/Corporate Communications
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Arts (B.A.), Business/Corporate Communications, Graduate
Borough of Manhattan Community College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Citi April 2010 - Present
American Express February 2008 - January 2009
American Express February 2005 - January 2008
American Express January 2002 - January 2005
American Express August 2001 - December 2001
American Express December 1999 - July 2001
American Express November 1998 - November 1999
American Express September 1996 - October 1998
American Express September 1994 - August 1996
American Express June 1992 - August 1994
Skills
Strategy, Segmentation, Analytics, Management, Credit Cards, Strategic Partnerships, Financial Services, Portfolio Management, Mergers & Acquisitions, Product Management, Cross-functional Team..., Marketing
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Baruch College, City University of New York (CUNY) 1980 — 1985
BA, Organizational Behavior
Citi February 2015 - Present
Citizens Bank January 2010 - November 2014
Frontier Communications October 2008 - January 2010
MasterCard September 1999 - January 2008
JPMorgan Chase Bank, N.A. January 1989 - August 1999
Skills
Product Management, Banking, Program Management, Management, Product Development, Debit Cards, Payments, Strategic Planning, Credit, Marketing, Cards, Financial Analysis, Loyalty Programs, Sales, Financial Services, Credit Cards, Segmentation, Mobile Payments, Customer Acquisition, Relationship Management, Product Marketing, E-payments, Payment Cards, Direct Marketing, Vendor Management, Cross-functional Team..., Portfolio Management, Electronic Payments, Strategic Partnerships, Analytics, Payment Systems, E-commerce, Analysis, Payment Card Processing, Acquiring, Strategy
Education
City University of New York-Baruch College
MBA, Marketing Management
Stony Brook University
BA, Sociology, Social Sciences
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan December 2013 - June 2014
Delta Sigma Pi May 2013 - May 2014
Citi June 2013 - August 2013
Baruch College Welcome Center August 2010 - June 2013
Fitch Ratings March 2013 - May 2013
JJ Martin Group, LLC June 2011 - November 2012
Delta Sigma Pi January 2012 - May 2012
S.T.E.M.S. January 2011 - September 2011
National Park Service June 2011 - August 2011
Education
CUNY - Macaulay Honors College 2010 — 2014
City University of New York-Baruch College 2010 — 2014
Bachelors in Business Administration, Finance, Communications, Studies in NYC
Staten Island Technical High School 2006 — 2010
Advance Regents Diploma, AP Scholar
Citi September 2015 - Present
Kurt Salmon February 2012 - May 2015
Take Two LLC February 2011 - February 2012
Innovis September 2006 - October 2009
Auriemma Consulting Group March 1999 - August 2006
Citi February 1984 - March 1999
Pfizer Pharmaceuticals November 1981 - January 1984
American Home Products, Ives Laboratories October 1979 - October 1981
Skills
Analytics, Credit Cards, Portfolio Management, Financial Services, Risk Management, Credit, Financial Risk, Business Development, Start-ups, Payments, Executive Management, Management, Strategy, Banking, Credit Risk, CRM, Analysis, Product Development, Management Consulting, Strategic Partnerships, Product Management, Project Management, Marketing, Operational Excellence, Business Transformation, Change Management, Organizational..., Organizational Design
Education
City University of New York-Baruch College
MS, Operations Research
State University of New York College at Purchase
BA, Mathematics
Citi August 2014 - Present
AXA Advisors July 2012 - June 2014
Investment Management Group - Baruch College August 2011 - December 2012
Barneys New York September 2012 - November 2012
Park Avenue LASEK March 2009 - July 2012
Broadway Tax Professionals January 2011 - May 2011
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Public Speaking, Social Media, Quantitative Analytics, Outlook, Microsoft Word, Investments, Data Analysis, Research, Project Management, Marketing Communications, Corporate Finance, Calculus, Monetary Policy, Management, Finance, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Investment; Advanced Calculus; Corporate Communication; Economics, Senior
Citi July 2013 - Present
Citi January 2010 - June 2013
Citi September 2009 - January 2010
Lord Abbett January 2007 - December 2008
The Blackstone Group January 2006 - December 2006
The Bank of New York January 2004 - January 2006
Skills
Equities, Fixed Income, Trading, Hedge Funds, Portfolio Management, Derivatives, FX Options, Valuation, Risk Management, Financial Reporting, Options, Investments, Securities, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business
BA
City University of New York-Baruch College - Zicklin School of Business
Master of Science in Finance
Citi June 2013 - Present
Deutsche Bank March 2013 - June 2013
JPMorgan Chase June 2012 - December 2012
JPMorgan Chase March 2010 - June 2012
Constantin Control Associates July 2009 - March 2010
JPMorgan Chase August 2003 - December 2008
JPMorgan Chase 1985 - 2003
Skills
AML, Banking, Financial Risk, KYC, Cash Management, Anti Money Laundering, Hedge Funds, Financial Services, Risk Management, Settlement, Asset Management, Fixed Income, Account Reconciliation, Mutual Funds, Investments, Asset Managment, Securities, Microsoft Excel, Private Equity, Due Diligence, Operational Risk, Payments, Customer Service, Client Service Oriented, Finance, Equities, Analysis, FINRA, CRM, Portfolio Management, Credit, Investment Banking, Cash, Auditing, Capital Markets, Back Office, Private Banking, Accounts Payable, Microsoft Office, Fund Accounting, Alternative Investments, Financial Institutions, Relationship Management, Accounting, Operational Risk..., Client Services, Customer Relations, Reconciliation, cash reconciliation, MS Office Suite
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
BBA, Marketing, Advertising
Deliveright September 2015 - Present
Citi September 2013 - Present
Citi January 2014 - September 2015
Citi November 2011 - September 2013
Barclays Capital November 2009 - June 2011
MatchMyPet.com June 2004 - November 2009
Lab49 2005 - October 2009
Legend Business Solutions June 2004 - July 2005
Data Circle Inc. July 2003 - June 2004
Verint June 2002 - July 2003
Skills
.NET, Agile Project Management, jQuery, Agile Methodologies, Web Applications, Product Management, Visual Studio, Scrum, Object Oriented Design, Team Leadership, Managing multiple..., Web, Managing Large Scale..., Business Analysis, Large Scale Systems, Team Building, Business Strategy, Product Strategies, Web Development, MongoDB, AngularJS, Node.js, Cross-functional Team..., Bootstrapping, SQL Server, JavaScript, LINQ, AJAX, ASP, HTML, WinForms, ADO.NET, CSS, ASP.NET MVC, Web Services, RFQ, T-SQL, SQL, IIS, Databases, HTML 5, Management, Start-ups, Software Project..., Mobile Applications, Software Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Entrepreneurship & Business Management
IDC Herzliya 2000 — 2003
B.A, Computer Science
Pier Head Associates May 2014 - August 2015
Citi September 2011 - January 2015
Promos Pro, LLC May 2013 - January 2014
Café at Sam's Bakery January 2010 - December 2010
Crossroads Risk Management 2007 - 2008
Skills
Social Media Marketing, Marketing Strategy, Marketing Communications, Commercial Litigation, Risk Management, Advertising Research, Brand Development, Digital Marketing, Business Law, Social Media..., Public Relations, Graphics Layout, Journalism, Creative Strategy, Public Speaking, Teamwork, Customer Service, Microsoft Office, Online Marketing, Microsoft Excel, Social Media, PowerPoint, Research, Microsoft Word
Education
Fashion Institute of Technology 2015 — 2016
Bachelor's Degree, Advertising and Marketing Communications
Yonsei University 2015 — 2015
Semester Abroad in Seoul, South Korea
Fashion Institute of Technology 2013 — 2014
Associate's Degree, Advertising and Marketing Communications, 3.92/4.0
Université Jean Moulin (Lyon III) 2013 — 2013
SELF DIPLOMA, Study in English in Lyon, France
Baruch College, City University of New York (CUNY) 2011 — 2013
3.7/4.0
Credit Suisse August 2015 - Present
Citi March 2013 - July 2015
Macquarie Holdings/American International Group/American Express January 2010 - March 2013
Haights Cross Communications September 2008 - September 2009
Protiviti October 2007 - July 2008
Parson Consulting February 2004 - September 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Management, Sarbanes-Oxley, COSO, IFRS, Operational Risk..., SOX 404, US GAAP, Enterprise Risk..., Internal Audit, SEC filings, Business Process..., Auditing, IT Audit, Financial Risk, Financial Analysis
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Binghamton University - School of Management
BS, Accounting
Moody's Corporation December 2014 - Present
Citi June 2013 - November 2014
Citi June 2012 - August 2012
Basel Asset Management December 2011 - May 2012
UBS Wealth Management August 2011 - December 2011
Skills
Bloomberg Terminal, Industry Analysis, Hedge Funds, Portfolio Management, Financial Modeling, Databases, Visual Basic
Education
Baruch College 2010 — 2013
BBA, Finance & Economics, Magna Cum Laude
Citi July 2006 - December 2014
TIAA-CREF June 2005 - September 2005
Skills
Business Analysis, SDLC, Banking, Project Management, Requirements Analysis, Business Process..., Risk Management, Fixed Income, Derivatives, SQL, Skills & Methodologies..., Management, Analysis, Program Management, Software Project...
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Bachelor's degree, Computer and Information Systems Security/Information Assurance
University of Lagos
Bachelor of Science (BS), Computer Science
Shell September 2014 - Present
Shell March 2013 - September 2014
Infogroup March 2012 - March 2013
Infogroup May 2011 - February 2012
BP April 2008 - April 2011
BP June 2006 - April 2008
Forest Laboratories July 2004 - May 2006
United States Marine Corps May 2004 - July 2004
Citi July 2001 - May 2004
Skills
B2B, Event Management, Digital Marketing, Customer Acquisition, Lead Generation, RFP Generation, Online & Offline Media, Sales Management, Direct Sales, Business Development, Product Marketing, Direct Marketing, CRM, Training, Strategy, Account Management, Marketing Strategy, Management, Leadership, Marketing, Advertising, Sales, E-commerce, Business Strategy
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2014
MBA, Marketing
Baruch College 2002 — 2006
BBA, Marketing, Cum Laude
Citi September 2015 - Present
TIAA-CREF 2013 - September 2015
Citi January 2007 - February 2012
Citi June 2004 - January 2007
FleetBoston Financial January 2001 - June 2004
Skills
Capital Markets, Finance, Fixed Income, Derivatives, Asset Management, Bloomberg, FX Options, Equities, Investment Banking, Swaps, Credit Risk, Forecasting, Counterparty Risk, Budgets, Financial Risk, Hedging, Trading, Options, Credit Derivatives, Hedge Funds, Essbase, CDS, Emerging Markets, Structured Finance, Banking, Credit, Quantitative Finance, Currency, Rates, Interest Rate..., Equity Derivatives, Capital IQ, P&L Analysis, Expense Management, Revenue Analysis, PeopleSoft, Mergers, Trading Systems, Securities, Treasury, Bonds, Electronic Trading, Foreign Exchange, Balance Sheet, Credit Analysis, Data Analysis, Project Management, Budgeting, Business Obects, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Banking and Finance
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Citi June 2014 - Present
INTL FCStone Financial Inc. January 2014 - May 2014
Onyx Equities, LLC January 2013 - March 2013
IMM Investment Corp. April 2012 - June 2012
Ministry of National Defense May 2010 - February 2012
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Bloomberg, Corporate Finance, Microsoft Excel, Private Equity, Investments, Venture Capital, Investment Banking, Capital Markets, Equities, Dairy Products, Asset Management, Korean, Real Estate Private..., Argus Modeling, Equity Research, Alternative Investments, Financial Statement..., Economics, Bloomberg Terminal, Capital IQ, Acquisitions, Emerging Markets, Mergers, Mergers & Acquisitions, Pension Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Western Washington University 2006 — 2008
Swiss Re September 2008 - 2014
Citigroup 1989 - 2008
Citi 2004 - 2007
Citi 1998 - 2000
Citi 1989 - 1998
Skills
Talent Management, Employee Relations, Performance Management, Workforce Planning, Human Resources, Organizational..., Recruiting, Change Management, Personnel Management, Strategic HR, Deferred Compensation, Succession Planning, Onboarding, HRIS, Employee Engagement, Talent Acquisition, Management, HR Policies, Strategy, Career Development, Leadership, Executive Management, Process Improvement, Leadership Development, Interviews, Program Management, Strategic Planning, HR Consulting, Coaching, Training, Executive Coaching
Education
Villanova University 2012 — 2014
Masters of Science (M.S.)
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase 2011 - Present
Citigroup, Inc. 2006 - 2010
Citi 2001 - 2006
Salomon Smith Barney, Inc. 1996 - 2001
JP Morgan, Inc. 1987 - 1996
Asbach Consulting, Inc. 1986 - 1987
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Computer Information Systems
QA Mentor September 2010 - Present
QArea (Testfort.com QA/Testing Services Business Unit) September 2008 - Present
Citi January 2014 - February 2015
Citi April 2012 - December 2013
Sterling Infosystems, Inc. July 2006 - March 2012
HSBC October 2002 - July 2006
Digital Edge 2000 - 2002
Solbright Digital Solutions 1999 - 2002
UNICAST 1997 - 1999
Skills
Global Management, IT Outsourcing, Vendor Management, Quality Assurance, Software Quality..., Testing, SDLC, Change Management, Program Management, Process Improvement, Strategic Planning, Resource Efficiency, Resource Management, ITIL, Software Project..., Performance Testing, Stress Testing, Load Testing, Automation, Operational Excellence, Risk Management, Risk Mitigation, IT Governance, Management Consulting, IT Strategy, IT Audit, Team Leadership, IT Management, Governance, Leadership, Software Documentation, Business Process, Security, Integration, Enterprise Software, User Acceptance Testing, Management, Outsourcing, Quality Center, Software Development, Requirements Gathering, PMO, Enterprise Architecture, Strategy, HP Quality Center
Education
University of Phoenix 2002 — 2005
MBA, Technology Management
The George Washington University 2003 — 2004
Project Management, Associate Certificate in Project Management
Baruch College, City University of New York (CUNY) 1994 — 1998
BA, Computer Information System
Blue Shield of California April 2013 - Present
Empowered UCLA Extension March 2012 - January 2013
Ultimate Medical Academy April 2009 - January 2012
World Avenue February 2008 - April 2009
Kaplan University August 2004 - February 2008
JP Morgan Chase July 2002 - August 2004
Collegeboard.com September 2001 - July 2002
Citi March 1997 - July 2001
Ogilvy and Mather Worldwide October 1996 - March 1997
Skills
Process Engineering, Entrepreneurship, Higher Education..., Customer Acquisition, Customer Retention, Business Process Design, Interactive Media, Interactive Marketing..., Personnel Recruiting, Talent Management, Talent Acquisition, Strategic Planning, Software Project..., Call Center Development, Management Consulting, ROI Accountability, Gap Analysis, Competitive Analysis, Competitive Intelligence, Enterprise Architecture, Software Design, Software Implementation, Software Quality..., Business Systems..., Business Applications, Business Analysis, Policy, Innovation, Product Management, Product Development, IT Management, Cross-functional Team..., Team Building, Contract Negotiation, Business Strategy, Process Automation, System Automation, Digital Marketing, Marketing Strategy, Project Management, SEM, Display Advertising, Direct Response..., Affiliate Marketing, Social Media Marketing, Audience Segmentation, Contextual Advertising, Behavioral Targeting, CRM, Higher Education
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Computer Information Systems
University at Buffalo 1992 — 1996
BS, Business Administration, Marketing
Bank of America Merrill Lynch April 2015 - Present
Bank of America July 2011 - March 2015
Bank of America June 2007 - June 2011
Bank of America March 2006 - June 2007
JPMorgan Chase January 2005 - February 2006
Cingular Wireless August 2004 - January 2005
Citi September 2001 - July 2004
Warner Bros Studio Stores September 1999 - August 2001
Wave Hill Forest Project Summer Collaborative July 1995 - August 1999
Skills
Loans, Finance, Portfolio Management, Banking, Small Business, Commercial Lending, Financial Services, Mortgage Lending, Management, Credit, Cash Management, Business Relationship..., Business Development, Lines Of Credit, Investments, Sales, Coaching, Retail Banking, Mergers & Acquisitions, Small Business Lending, Team Leadership, Credit Cards, Cross Selling, Cash Flow, Notary Public, Bilingual-Spanish, Strategic Thinking, Client Development, Building Relationships, Relationship Management, Credit Analysis, Leadership, Commercial Banking, Consumer Lending, Risk Management, Financial Analysis, Strategy, Loan Origination, Credit Risk, Customer Service, Strategic Business...
Education
Baruch College, City University of New York (CUNY) 2013 — 2018
Master of Business Administration (M.B.A.), Corporate Finance
City University of New York-Hunter College 1999 — 2004
Bachelor of Arts (B.A.), Economics / Political Science
NYU School of Professional Studies
Commercial Credit Analysis Certificate
EY February 2015 - Present
Citi August 2010 - February 2015
Citi June 2008 - August 2010
Citi December 2005 - June 2008
Citi July 2005 - December 2005
Citi June 2002 - May 2005
Baruch CDC 2003 - 2005
Time Warner Cable July 2004 - August 2004
Citi June 2000 - August 2000
Skills
Risk Management, Business Continuity, SDLC, Fixed Income, Business Analysis, Management, Financial Services, Analysis, ITIL, Disaster Recovery, Banking
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, CIS
Citigroup June 2015 - Present
Baruch Business Consulting September 2014 - December 2014
Citi June 2014 - August 2014
New York School Construction Authority (Labor law Compliance Division) March 2013 - January 2014
District Attorney's Office (Forensic Accounting and Financial Investigations Bureau) June 2013 - August 2013
Jericho Project (Finance Department) February 2013 - May 2013
Baruch Registrar Office January 2012 - August 2012
Joe's Shanghai Restaurant September 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Outlook, Customer Service, Access, Teamwork, Financial Analysis, Financial Accounting, Payroll, Accounts Payable
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Major in Accounting, Double Minor in Psychology and Honors Advanced Business Analysis, 3.9
F-Secure Corporation August 2015 - Present
Watchful Software April 2015 - August 2015
RightAnswers April 2012 - March 2015
Alloy Software March 2006 - September 2011
Citi January 2004 - March 2006
US Navy 1994 - 1996
Skills
SEO, Marketing Strategy, CRM, Business Development, Marketing, Enterprise Software, Web Design, ITIL, Social Media Marketing, SaaS, Account Management, Lead Generation, Knowledge Management, Program Management, Go-to-market Strategy, Solution Selling, Knowledge Base, Marketing Management, Change Management, Strategic Partnerships, Social Media, Press Releases, Channel Partners, E-commerce, Channel Relationship..., Management
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Computer Information Systems, 3.6 GPA (Cum Laude)
Ash Cash Enterprises, LLC November 2005 - Present
WHCR 90.3FM October 2014 - Present
Urban UpBound Federal Credit Union June 2013 - June 2014
Citi May 2012 - June 2013
Carver Federal Savings Bank September 2009 - October 2011
JPMorgan Chase November 1999 - September 2009
Skills
Banking, Personal Finance, Public Speaking, Team Building, Coaching, Television, Financial Planning, Radio, Strategic Financial..., Finance Consulting, Public Relations, Event Management, Risk Management, Social Media, Music, Sales, Entertainment, Small Business, Marketing, Community Outreach, Entrepreneurship, Nonprofits, Social Media Marketing, Blogging, CRM, Recruiting, Social Networking, Savings, Credit Management, Finance
Education
Baruch College, City University of New York (CUNY)
BBA in Entrepreneurship, Communication and Media Studies (Minor)
Borough of Manhattan Community College 1999 — 2004
AAS, Finance and Investments
First Allied Securities November 2009 - Present
Levis Planning September 1999 - Present
Citi December 2002 - November 2009
Ameriprise Financial Services, Inc. May 1999 - November 2001
Skills
Investment Planning, Retirement Planning, Equities, Investments, Mutual Funds, Finance, Wealth Management, Series 7, Portfolio Management, Investment Advisory, Strategic Financial..., Securities, Investment Strategies
Education
City University of New York-Baruch College 1993 — 1996
Bachelor of Business Administration (BBA), International Business
ZenithOptimedia Group I The ROI Agency June 2015 - Present
NBCUniversal, Inc. August 2012 - May 2015
Taste Buds Kitchen May 2014 - April 2015
alpha Kappa Delta Phi National Alumnae Association June 2013 - June 2014
NYSE Euronext February 2012 - May 2012
Guzov Ofsink, LLC August 2011 - May 2012
Baruch College Fund Telefund Campaign September 2008 - July 2010
Federal Reserve Bank of New York July 2008 - August 2008
Citi July 2007 - August 2007
Bay Ridge Bakery Classic Patisserie August 2006 - June 2007
Skills
Microsoft Word, Time Management, Microsoft Office, Facebook, Social Media, Sales, Proficiency in..., Research, Social Media Marketing, Microsoft Excel, Customer Service, 70 WPM, Event Planning, Fax and Telephone skills, Handling of..., Photoshop, Administrative..., Salesforce.com, Public Speaking, Media Relations, Media Planning, Advertising, Cable Networks, Blogger, Leisure Travel, Creative Writing, Culinary Travel
Education
Baruch College 2008 — 2012
Bachelor of Arts (B.A.), Corporate Communications, 3.45
Fort Hamilton High School 2004 — 2012
High School Diploma, 3.6
PrimeIntro 2015 - Present
Cognition Medical February 2012 - March 2015
NeuroLaunch November 2014 - February 2015
Georgia Institute of Technology November 2014 - November 2014
NERA Economic Consulting July 2008 - July 2011
Citi 2007 - 2007
FXCM May 2005 - August 2005
Skills
Medical Technology, Biology, Engineering, Operations Management, Medical Devices, Strategy, Valuation, Financial Modeling, Management, Entrepreneurship, Business Strategy, Strategic Planning, Competitive Analysis, Data Analysis, Due Diligence, Analytics, Intellectual Property, Corporate Finance, Econometrics, Venture Capital, Market Research, Financial Analysis, Business Analysis, Private Equity, Microsoft Office, Mergers, Bloomberg, Business Development, Emerging Markets, Management Consulting, Analysis, Corporate Development, Energy, Microsoft Excel, Strategic Consulting, VBA, Market Analysis, Segmentation, SQL, Investment Banking, Stata, Matlab, Statistical Modeling, Portfolio Management, Finance, Quantitative Analytics, Investments, R
Education
Harvard Business School 2011 — 2014
MBA
Harvard Medical School 2013 — 2013
BBS Genetics Course and Genetics Boot Camp (cross-registration during MBA program - no degree)
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (BS), Business and Finance, 3.8 Magna Cum Laude
Baruch College, City University of New York (CUNY) 2005 — 2006
Marketing, Business Law, 3.9
City University of New York-Herbert H. Lehman College 2005 — 2005
Chemistry, 3.7
Tulane University 2004 — 2005
Biology, General
Horace Mann School 2000 — 2004
High School Diploma, AP Physics B&C, AP Computer Science C++, AP Calculus BC Honors, AP French
McGladrey July 2015 - Present
Schulman Lobel Wolfson Zand Abruzzo Katzen & Blackman, LLP July 2014 - June 2015
McGladrey October 2013 - June 2014
McGladrey November 2010 - October 2013
Citi July 2007 - January 2008
Regen, Benz, & MacKenzie January 2007 - June 2007
New York County District Attorney's Office January 2007 - June 2007
NYCB October 2005 - September 2006
Skills
Accounting, CPA, Tax Accounting, Corporate Tax, Tax Preparation, Partnership Taxation, Account Reconciliation, Income Tax, Microsoft Office, Tax, Tax Returns, ProSystem fx Tax, Tax Research, Strategic Leadership
Education
Iona College 2009 — 2010
MBA, Accounting
Iona College 2009 — 2010
Post Master's Certificate, International Business
Baruch College 2004 — 2008
BBA, Accounting
Martin Van Buren High School
Citi April 2014 - Present
Sterling National Bank (formerly Provident Bank New York) July 2012 - February 2014
Sterling National Bank (formerly Provident Bank New York) July 2009 - July 2012
MasterCard International August 2002 - December 2008
Avon June 1999 - August 2002
The Chase Manhattan Bank August 1993 - June 1999
Nielsen Claritas 1989 - 1993
Skills
Product Management, Segmentation, Product Development, Database Marketing, Direct Marketing, Market Research, CRM, Business Development, Financial Services, Strategy, Leadership, Business Strategy, Marketing, Customer Acquisition, New Business Development, Cross-functional Team..., Analysis, Business Intelligence, Management, Analytics
Education
Baruch College, City University of New York (CUNY)
MBA, Marketing
University of Rochester
BA, Economics
The Estée Lauder Companies Inc. May 2014 - Present
Citi February 2013 - April 2014
Citi August 2012 - January 2013
Citi October 2010 - July 2012
Citi March 2007 - October 2010
Citi / Banamex January 2003 - March 2007
Citi January 2000 - January 2003
Ziff-Davis Publishing January 1997 - December 1999
Swiss International Air Lines June 1993 - December 1996
Skills
Bilingual-Spanish, Learning Portuguese, Risk Management, Program Management, IT Management, Compliance, Risk Mitigation, Management, Strategic Planning, IT Strategy, IT Operations, Information Security..., PMO, Strategy, Information Security, Project Management, Project Planning, Portfolio Management, Financial Risk, Portuguese, ITIL, Process Improvement, Information Technology, Leadership, IT Audit, Business Process..., Change Management, Vendor Management, Infrastructure, Governance, Outsourcing
Education
Hofstra University 1997 — 1999
MBA
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA
Citi March 2014 - Present
Wunderman April 2013 - March 2014
American Express September 2011 - December 2012
UrbanDaddy February 2011 - September 2011
NextWeb Media November 2008 - February 2010
SourceMedia January 2008 - November 2008
Citi 2006 - 2008
Citi 2002 - 2005
National Basketball Association 2000 - 2002
Skills
Product Marketing, Marketing Strategy, Digital Marketing, Customer Engagement, Web Analytics, Third Party Vendor..., Product Launch, Marketing Management, Interactive Marketing, Brand Awareness, E-commerce, Digital Strategy, Marketing, Google Analytics, Online Advertising, Product Management, SEO, Strategy, Mobile Devices, Social Media Marketing, Competitive Analysis, Lead Generation
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Marketing Management
New York University
School of Continuing and Professional Studies
BNP Paribas September 2014 - Present
Bloomberg LP November 2013 - Present
Credit Suisse May 2013 - October 2013
Citi December 2010 - April 2013
Global Asset Management, HSBC February 2007 - December 2010
ADP Brokerage Services Group December 2004 - January 2007
Quick & Reilly April 2001 - December 2004
Salomon Smith Barney March 2000 - March 2001
Thomson Financial January 1999 - March 2000
Primedia January 1998 - January 1999
Skills
Fixed Income, Equities, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Risk Management, SDLC, Trading Systems, Securities, Hedge Funds, Financial Services, Cash Management, Financial Risk, Mutual Funds, Investments, Derivatives, Bonds, Emerging Markets, Financial Modeling, Options, Bloomberg, PMO, Asset Management, Trading, Market Data, Electronic Trading, Capital Markets, Management, Requirements Gathering, Sybase, Banking, FX Options, Corporate Actions, Financial Markets, Relationship Management, Business Requirements, Back Office, Equity Derivatives, Leadership, Investment Banking, Finance, Middle Office, Settlement, Wealth Management, Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS
Columbia University in the City of New York 1992 — 1996
BS
Yanan Middle School
First Republic Bank February 2014 - Present
Thomson Reuters June 2011 - January 2014
Citi September 2009 - May 2011
Citi April 2008 - August 2009
Protiviti July 2007 - March 2008
GE Infrastructure 2006 - 2006
Etrade Financial May 2000 - June 2005
Skills
Business Analysis, Product Management, Financial Services, Project Management, Analytics, Internet Strategy, Wealth Management, User Experience, Agile Project Management, SDLC, Project Planning, Data Analysis, Digital Marketing, Cross-functional Team..., Program Management, Agile Methodologies, Financial Analysis, Mobile Devices, Marketing Strategy, Product Development, Business Requirements, Entrepreneurship, Business Intelligence, Competitive Analysis, Vendor Management, CRM, Strategy, Business Process..., Strategic Partnerships, Requirements Gathering, Risk Management, SaaS, Process Improvement, IT Strategy, Requirements Analysis, Software Project..., Project Portfolio..., Business Strategy, Analysis, SharePoint, Team Management
Education
State University of New York at Buffalo 2005 — 2007
MBA, Management Consulting, Information Technology
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Realogy Holdings Corp. December 2014 - Present
PLM Trailer Leasing (Subsidiary of Marubeni America Corporation) March 2012 - November 2014
Wicked Fashions July 2008 - February 2012
Citi February 2007 - June 2008
Samsung Electronics January 1997 - June 2003
Skills
Financial Modeling, Forecasting, Variance Analysis, Budgets, Budgeting, Financial Reporting, Process Improvement, P&L Analysis, Essbase, Corporate Finance, Financial Accounting, Microsoft Excel, Business Analysis, General Ledger, KPI Implementation, Pricing Analysis, ROI Management, Strategic Planning, NPV, Capital Budgeting, Valuation, Regression Analysis, ANOVA, Working Capital..., Hyperion, SAP ERP, PeopleSoft, Relational Databases, Communication Skills, Presenting to Senior...
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance
City University of New York-Baruch College
Master of Science (MS), Accounting
Citi March 2012 - Present
Education
University of Oxford - Said Business School 2009 — 2010
MBA
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA
WebMD November 2014 - Present
Deloitte February 2013 - November 2014
Bridgewater Associates July 2010 - February 2013
Citi June 2003 - July 2010
Skills
Fixed Income, Servers, Business Analysis, Leadership, Trading Systems, Microsoft SQL Server, SDLC, Equities, SQL, Commodity, Databases, Vendor Management, IT Strategy, Sybase, IT Management
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Baruch College, City University of New York (CUNY) 2002 — 2004
HSBC March 2013 - Present
Citi April 2012 - March 2013
Citi January 2008 - April 2012
Euro RSCG Life January 2005 - January 2008
Starcom MediaVest Group July 2000 - December 2004
Skills
Financial Reporting, Financial Analysis, GAAP, Budgeting, Excel, Financial Modeling, Banking, Forecasting, Financial Planning, Word, Access, General Ledger, Accounting, PowerPoint, Analysis, Microsoft Office, Internal Controls, SOX, Business Analysis, Financial Accounting, Cash Flow, Finance, Internal Audit, Sarbanes-Oxley Act, Strategic Financial..., Auditing, Budgets, Cash Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration, Accounting
In Career Transition August 2013 - Present
Citi June 2006 - May 2013
Citigroup June 2004 - June 2006
Citi June 2002 - June 2004
Citi April 1993 - June 2002
Skills
Credit Derivatives, Interest Rate..., Derivatives, Capital Markets, Fixed Income, Trading Systems, Investment Banking, Equity Derivatives, Equities, Middle Office, Structured Products, Hedge Funds, Securities, Financial Markets, Trading, Swaps, Bonds, Valuation, Operational Risk, Market Risk, Series 7, Risk Management, Market Data, Emerging Markets, Series 63, Reference Data, Collateral Management, AML, FINRA, Back Office, Credit Risk
Education
City University of New York-Baruch College 1989 — 1993
Bachelors of Business Administration, Accounting
Credit Suisse March 2014 - Present
Citi September 2012 - March 2014
ADP March 2012 - November 2012
JPMorgan Chase July 2010 - February 2012
JPMorgan Chase October 2009 - June 2010
JPMorgan Chase November 2008 - September 2009
JPMorgan Chase September 2007 - November 2008
JPMorgan Chase February 2006 - August 2007
Bank of America (FleetBoston Financial Corp) January 2005 - November 2005
Bank of New York Mellon July 2004 - December 2004
Skills
Banking, Liquidity Risk, Finance Reference Data, General Ledger, Sub Ledger, Waterfall, MS Project, MS Office Suite, Pivot Tables, Visio, Business Objects, Cognos, Essbase, SQL, Access, SAP R/3, SAP BW, SAP FI, SAP CO, Dodd Frank, Basel, SharePoint, Project Management, SDLC, Strategy, Business Development, Management, Derivatives, Data Analysis, Integration, Business Process..., Requirements Gathering, User Acceptance Testing, PMO, Business Requirements, Agile Methodologies, Change Management, IT Strategy, Fixed Income, Equities, Financial Analysis, ERP, Resource Management, Process Improvement, Investment Banking, Business Planning, Team Building, Requirements Analysis, Analysis, Start-ups
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Borough of Manhattan Community College 1996 — 1998
Transfer, Libral Arts
Intercoastal Capital Markets, Inc. May 2015 - Present
R. Seelaus & Co., Inc. September 2012 - May 2015
Free Agent Finance November 2011 - August 2012
Professional Service Group of Central New Jersey October 2011 - August 2012
Roosevelt & Cross, Inc. 2008 - 2011
Citi 2002 - 2008
Madison Trading 2001 - 2001
Ipreo 1999 - 2000
U.S. Clearing Corp. (A Division of Quick & Reilly) 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Skills
Series 7, Series 63, Municipal Bonds, Underwriting, Secondary Trading, Capital Markets, Trading and Operations..., Executing trades and..., Financial Advisory, Compliance, Customer Service, Change Management, Program Upgrade..., Bloomberg, Asset Management, Bonds, Investment Banking, Finance, Fixed Income, Portfolio Management, Trading, Investments
Education
Baruch College 1980 — 1985
BBA, Management and Finance
Cardinal Hayes, Class of '80
Bank of America May 2014 - Present
Citi October 2012 - June 2013
Citi October 2010 - October 2012
Citi October 2004 - October 2010
Citi April 2001 - October 2004
Citi December 1998 - April 2001
Skills
Retail Banking, Banking, Portfolio Management, Strategic Partnerships, Strategic Planning, Team Building, Team Leadership, Commercial Banking, Business Strategy, Financial Services, Cross Selling, Series 7, Leadership, CRM, Loans, Business Development, Branch Management, Relationship Management, Management, Finance, Business Planning, Strategy, Sales, Competitive Analysis, Training, Sales Process, New Business Development, Mergers & Acquisitions, Program Management, Executive Management, Recruiting, Process Improvement, Sales Operations, Marketing, Performance Management, Wealth Management, Risk Management, Selling, Account Management
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
Bachelor's degree, Finance, General
UBS Wealth Management May 2013 - Present
ALPS, A DST Company January 2013 - May 2013
ALPS, A DST Company September 2012 - October 2012
Citi 2004 - 2012
Prudential Securities 1997 - 2003
PaineWebber 2000 - 2000
Skills
ETFs, Closed-end Funds, Bonds, Preferreds, Yield Strategies, Financial Statement..., Report Writing, Sales Presentations, Due Diligence, Wealth Management, Equity Research, Investment Strategies, Investments, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
CFA Institute
CFA
Cornell University
BS
Xaverian
High School
Morgan Stanley August 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers February 2003 - September 2008
Lehman Brothers January 2001 - January 2003
iXL January 1999 - January 2001
Citi January 1996 - December 1998
Uni-Mail October 1994 - December 1995
City University of New York January 1993 - December 1994
Bank of Communications Limited September 1990 - December 1992
Skills
Swaps, Weblogic, Java, Databases, Portals, Equities, Equity Derivatives, Sybase, Prime Brokerage, Market Data, JMS, TIBCO, Spring, Trading, Unix Shell Scripting, Java Enterprise Edition, Trading Systems, SDLC, Hedge Funds, Portfolio Management, Financial Risk, Fixed Income, ETFs, Options, Electronic Trading, Low Latency
Education
Baruch College, City University of New York (CUNY) 1995 — 1996
MBA Core Courses
City University of New York 1993 — 1994
MA, STATISTICS and OPERATIONS RESEARCH
South China University of Technology 1986 — 1990
BA, APPLIED MATH
Affiliated High School of South China Normal University 1983 — 1986
High School
Citi January 2010 - Present
United Healthcare - Student Resources April 2009 - October 2009
MetLife, Inc. January 1989 - December 2008
CNA Insurance (formerly Continental Corp) January 1982 - December 1988
USLIFE 1977 - 1982
Skills
Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Reporting, Insurance, Strategic Financial..., Accounting, Internal Controls, Risk Management, GAAP, US GAAP, Financial Modeling, Leadership, Process Improvement, Investments, Project Management, Budgets, Finance, Internal Audit, Sarbanes-Oxley, Due Diligence, Financial Services, Analysis
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Corporate Finance
Baruch College, City University of New York (CUNY) 1971 — 1974
BBA, Accounting
Citi April 2013 - Present
Barclays Capital April 2010 - April 2013
Morgan Stanley January 2006 - April 2010
Morgan Stanley July 2003 - January 2006
Morgan Stanley July 2002 - July 2003
Morgan Stanley November 2001 - July 2002
Vangaurd Comm 1999 - 2000
Skills
Commodity Markets, Project Management, Project Planning, Program Management, MS Project, Visio, Microsoft Office, Futures, Trading, Electronic Trading, Financial Futures, Futures Trading, Clearing, Collateral, Confirmation, Settlement, Customer Service, Account Reconciliation, Dodd-Frank, Regulatory Requirements, Commodity, Structured Products, Natural Gas, Securities, Bloomberg, Derivatives, Operational Risk, Investment Banking, Market Risk, Financial Analysis, Equity Derivatives, Financial Markets, Middle Office, Fixed Income, Swaps, Interest Rate..., FX Options, Equities, Change Management, Hedge Funds, Risk Management, Capital Markets, Prime Brokerage, Options, Product Control, Hedging
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor, Accounting
Newtown HighSchool
Citi September 2012 - Present
Citi June 2010 - August 2012
Citi January 2009 - June 2010
Citi February 2004 - December 2008
Citi May 2001 - January 2004
Versaware June 2000 - May 2001
Citi March 1998 - June 2000
NYC Department of Information Technology & Telecommunications January 1997 - February 1998
NYC Department of Information Technology & Telecommunications June 1992 - December 1996
Israeli Air Force September 1986 - February 1992
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
MBA, International Business
Jerusalem College of Technology 1983 — 1986
B. Science & Applied Technology, Computer Software Engineering
The Metropolitan Museum of Art March 2015 - Present
Citi March 2013 - March 2015
The Siegfried Group December 2010 - February 2013
Citi January 2011 - July 2011
Harman International April 2009 - November 2010
Goldman Sachs June 2003 - January 2009
ICON Capital Corp. August 2002 - June 2003
KPMG Audit September 1999 - August 2002
Skills
Financial Reporting, Managerial Finance, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Accounting, Financial Analysis, General Ledger, Analysis, Finance, Financial Modeling, Financial Risk, Process Improvement, Leadership, Management, Mergers & Acquisitions, Internal Audit, SEC filings, Variance Analysis, Financial Audits, Investments, Financial Statements, Treasury Management, Investment Banking, Sarbanes-Oxley, Derivatives, Consolidation, Due Diligence, External Audit, Financial Accounting, Financial Services, Forecasting, GAAP, Risk Management, US GAAP, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Executive MBA Program
Pace University - Lubin School of Business 1996 — 1999
BBA, Public Accounting
Citi March 2014 - Present
Merrill Lynch September 2010 - March 2014
Merrill Lynch September 2010 - January 2012
Morgan Stanley 2004 - 2009
Smith Barney 2003 - 2004
Instinet 1998 - 2002
Skills
Derivatives, Options, Equities, Series 24, FINRA, Hedge Funds, Securities, Series 7, SERIES 7, 63, 65, 55,..., Compliance, Commodities, CAMS
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS, Accounting
City University of New York-Brooklyn College 2009 — 2009
Master's degree, Accounting
Pace University 2000 — 2001
Accounting
Brandeis University 1994 — 1998
BA, History
Morgan Stanley January 2013 - Present
Morgan Stanley March 2011 - Present
JP Morgan Chase June 2010 - March 2011
Citi October 2003 - March 2009
Mizuho Corporate Bank September 1996 - June 2003
Skills
Fixed Income, Derivatives, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
B.B.A., Finance and Investment
McGraw Hill Financial April 2010 - Present
Citi July 2006 - April 2010
JPMorgan Chase July 1989 - July 2006
Skills
Project Management, IT Benchmarking, Deferred Compensation, Talent Management, Employee Benefits, Program Management, Compensation & Benefit, Incentives, Executive Pay, Mergers, PeopleSoft, Incentive Programs, Performance Management, Vendor Management, Human Resources
Education
The New School 2000 — 2002
MS, Human Resource Management
Baruch College, City University of New York (CUNY) 1989 — 1995
BBA, Finance
Argenbright Capital August 2012 - May 2013
Citi 2010 - 2012
InterContinental Hotels Group January 2008 - 2010
Citigroup 2005 - 2007
Acadia Realty Trust 2003 - 2005
Skills
Management, Finance, Financial Analysis, Financial Modeling, Leadership, Budgets, Financial Reporting, Accounting, Strategic Planning, Forecasting, Asset Management, Business Analysis, Banking, Financial Services, PeopleSoft, Analysis, Process Improvement, Outlook, Account Reconciliation, Internal Controls, PowerPoint, Microsoft Word, Team Management, Corporate Finance, Strategic Financial..., Essbase, Microsoft Excel, Asset Managment, Valuation, P2P, Excel, Word, Strategy, Program Management, Due Diligence, Project Management, Business Process..., Team Building, Risk Management, Financial Planning
Education
City University of New York-Baruch College 2006 — 2012
BBA, Finance & Investments/ Executive Communications
Lehigh University
Investments, Banking, Corporate, Finance, and Securities Law
Financial Sciences 2005 - Present
Hertz January 2003 - September 2003
Citi May 2002 - September 2002
Citi August 2001 - December 2001
Skills
JavaScript, CSS, Java, AJAX, SQL, XML, Linux, JSP, Unix, Perl, JSON, Weblogic, XSL, HTML 5, HTML5, MySQL
Education
Stevens Institute of Technology 1999 — 2005
Bachelor of Science (B.S.), Computer Science
Baruch College, City University of New York (CUNY)
Baruch College, City University of New York (CUNY)
Selvera February 2015 - Present
Selvera December 2014 - February 2015
Wedding Salon November 2014 - December 2014
The Healthy Apple February 2014 - June 2014
Queens College Study Abroad January 2014 - January 2014
Shobha August 2012 - November 2013
American Eagle Outfitters May 2012 - July 2012
Forever 21 June 2011 - August 2011
Citi June 2009 - August 2009
Chinese-American Planning Council July 2008 - August 2008
Skills
Social Media, Microsoft Excel, Management, PowerPoint, Facebook, Sales, Microsoft Word, Google+, Instagram, Google Adwords, Team Leadership, Interpersonal..., Pinterest, Public Speaking, Microsoft Office, Customer Service, Time Management, Corporate Communications, Teamwor, Market Research, Social Media Marketing, Project Management, Interpersonal..., Digital Marketing, MailChimp, Lead Generation, Lead Management, CRM
Education
Baruch College 2010 — 2014
Undergraduate, International Marketing
Fort Hamilton High School 2006 — 2010
Citi July 2011 - Present
GSC Group 2002 - July 2011
IBJ Whitehall 1988 - 2002
IBJ Whitehall Bank and Trust 1992 - 1995
Skills
Management, Structured Finance, Hedge Funds, Loans, Portfolio Management, Credit, Trading, Commercial Lending, Fixed Income, Equities, Capital Markets
Education
Baruch College, City University of New York (CUNY)
BBA, Economics/ Finance
Citi October 2010 - Present
Citi October 2008 - September 2010
Citi January 2005 - October 2008
Citi January 2001 - December 2004
Providian Financial April 2000 - January 2001
Aptech systems Inc., July 1999 - March 2000
Human Base India Inc., .,(Software Development Center) December 1997 - June 1999
Zenith Computers July 1995 - November 1997
Skills
Basel II, Basel III, Credit Risk, Risk Management, OTC Derivatives, SFT, Regulatory Reporting, Capital Optimization, Trading Book, Capital Markets, VAR, EPE, CVA, Business Analysis, Requirements Analysis, Software Project..., IT Strategy, Project Delivery, SDLC
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
Bharathiar University 1991 — 1995
Bachelor of Engineering, Computer Science Engineering
Astoria Bank December 2013 - Present
JPMorgan Chase October 2011 - Present
JPMorgan Chase August 2009 - October 2011
Citi October 2005 - August 2009
Citi March 2004 - October 2005
Defining Trends Magazine May 2003 - March 2004
Skills
Financial Analysis, Banking, Financial Services, Loans, Management, Mortgage Lending, Risk Management, Vendor Management, Financial Modeling, Fixed Income, Retail Banking, Investments, Investment Banking
Education
Baruch College 1998 — 2003
BBA, Computer Information Systems, Human Resources
Citi June 2015 - August 2015
Numerix October 2014 - January 2015
SCOR Global Life Americas May 2013 - August 2013
Skills
Matlab, Quantitative Finance, Option Pricing Models, Numerical Analysis, Python, Economics, Financial Modeling, Derivatives, Statistics, Interest Rate..., Actuaries, C++, VBA, Mathematica, Solvency II, Reinsurance
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
MS, Financial Engineering, 3.84
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Applied Mathematics, 3.88
Tianjin Yaohua High School 2004 — 2010
Rosedale Management Company June 2013 - Present
Fruchter Rosen & Co. Certified Public Accoutants January 2010 - December 2012
H&R Block January 2007 - December 2009
US Army April 2004 - May 2006
Citi January 2003 - December 2003
Skills
Auditing, Account Reconciliation, Financial Reporting, Financial Statements, Accounting, Tax, Microsoft Office, Payroll, QuickBooks, ProSystem fx Tax, Outlook, Financial Analysis, HTML, Accounts Payable, Microsoft Excel, Accounts Receivable, Analysis, Budgets, External Audit, Financial Accounting, Fixed Assets, Income Tax, Online Research, Tax Returns, Prosystem FX, CFS Payroll, The Number (Random..., Internet Research, Series 7, Series 63, Finance
Education
Baruch College 2007 — 2009
Master of Science (M.S.), Accountancy
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase & Co. May 2015 - Present
Xerox September 2014 - March 2015
Citi August 2013 - May 2014
ALPFA - Baruch Chapter May 2012 - December 2012
The Studio Museum in Harlem July 2012 - August 2012
City University of New York - Office of the University of Controllers August 2011 - January 2012
ConEdison Solutions July 2011 - August 2011
Skills
Bilingual, Spanish, Student Leadership, Team Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg Software, Finance, Project Accounting, Accounting Applications, Forecasting, Bugeting, Account Reconciliation, Auditing, Access, Leadership
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Laguardia Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Citi May 2014 - Present
Skills
Research and analysis, Written and verbal..., Interpersonal..., Bilingual--English and..., Typing, Coordinating activities, Microsoft Word, Excel,..., Coordinating Activities, Leadership, Social Media Marketing, Teamwork, Facebook, Outlook, Data Entry, Marketing Strategy, Publishing, Time Management, Event Planning, Editing, Project Planning, Teaching, Social Networking
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Business Administration (M.B.A.)
Grace Institute 2013 — 2014
Business Skills Certificate
University of Wisconsin – La Crosse 2008 — 2008
China University of Political Science and Law 2004 — 2008
Bachelor of Laws (LLB)