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
Employee
Years
Job
Industry
Carl Gandolfo Carl Gandolfo's Citi Experience October 1986 - Present
Job VP Risk & Control Manager at Citigroup
Industry Financial Services
Experience
Citi October 1986 - Present
Salomon Brothers October 1986 - June 1999
Skills
Banking, Credit
Education
State University of New York College at Oswego 1977 — 1982
Citi October 1986 - Present
Salomon Brothers October 1986 - June 1999
Skills
Banking, Credit
Education
State University of New York College at Oswego 1977 — 1982
Gwendolyn Morien Gwendolyn Morien's Citi Experience July 2013 - October 2013
Job Master's Candidate in International Affairs at U.C. San Diego
Industry International Affairs
Experience
Export Access Global Consulting April 2015 - Present
University of California, San Diego October 2014 - Present
TorreyCove Capital Partners LLC June 2015 - September 2015
University of California, San Diego October 2014 - December 2014
Freed Maxick CPAs, P.C. (An affiliate of McGladrey LLP) July 2014 - July 2014
Freed Maxick CPAs, P.C. (An affiliate of McGladrey LLP) October 2013 - July 2014
Citi July 2013 - October 2013
Drescher & Malecki LLP January 2011 - July 2013
Education
University of California, San Diego 2014 — 2016
Master's Degree, International Affairs
State University of New York College at Geneseo 2006 — 2010
Bachelor of Science (B.S.), Accounting
Stony Brook University 2005 — 2006
Music, Piano
Export Access Global Consulting April 2015 - Present
University of California, San Diego October 2014 - Present
TorreyCove Capital Partners LLC June 2015 - September 2015
University of California, San Diego October 2014 - December 2014
Freed Maxick CPAs, P.C. (An affiliate of McGladrey LLP) July 2014 - July 2014
Freed Maxick CPAs, P.C. (An affiliate of McGladrey LLP) October 2013 - July 2014
Citi July 2013 - October 2013
Drescher & Malecki LLP January 2011 - July 2013
Education
University of California, San Diego 2014 — 2016
Master's Degree, International Affairs
State University of New York College at Geneseo 2006 — 2010
Bachelor of Science (B.S.), Accounting
Stony Brook University 2005 — 2006
Music, Piano
Jeffrey Schiavone Jeffrey Schiavone's Citi Experience July 2014 - Present
Job Product Control Analyst at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
University at Buffalo Professional BA Program September 2011 - Present
Don Vickerd Pools May 2009 - Present
T.K. Valet August 2012 - August 2014
Education
University at Buffalo 2011 — 2014
SUNY Oswego 2009 — 2011
Citi July 2014 - Present
University at Buffalo Professional BA Program September 2011 - Present
Don Vickerd Pools May 2009 - Present
T.K. Valet August 2012 - August 2014
Education
University at Buffalo 2011 — 2014
SUNY Oswego 2009 — 2011
Adelina Garrido Adelina Garrido's Citi Experience November 1988 - January 2015
Job Asset Managemet AML KYC OnboardingOfficer
Industry Banking
Experience
Robert Half - Financial Services Group April 2015 - Present
Citi November 1988 - January 2015
Skills
Retail Banking, Customer-focused, Operations Management, Sales, Loss Prevention, Interviews, Inspection, Banking, Customer Service, Mortgage Lending, Relationship Management, Team Management, Credit, Financial Analysis, Team Leadership, Risk Management, Coaching, Financial Risk
Education
State University of New York College at Old Westbury
Robert Half - Financial Services Group April 2015 - Present
Citi November 1988 - January 2015
Skills
Retail Banking, Customer-focused, Operations Management, Sales, Loss Prevention, Interviews, Inspection, Banking, Customer Service, Mortgage Lending, Relationship Management, Team Management, Credit, Financial Analysis, Team Leadership, Risk Management, Coaching, Financial Risk
Education
State University of New York College at Old Westbury
Wendy Coates Wendy Coates's Citi Experience April 2007 - Present
Job Executive Assistant at Citi
Industry Financial Services
Experience
Citi April 2007 - Present
Various Temporary Employment Agencies February 2006 - March 2007
West End Synagogue April 2005 - February 2006
Citi December 2003 - April 2005
Temporary Employment Agencies January 2000 - December 2003
"Wizard of Oz" national Tour February 1998 - July 1999
Deutsche Bank August 1997 - February 1998
Citi August 1996 - April 1997
Aon May 1994 - July 1996
Skills
Microsoft Office, Outstanding..., Organizational..., Spreadsheets, Administrative..., Time Management, Outlook, PowerPoint, Editing, Microsoft Excel, Newsletters, Nonprofits, Employee Benefits
Education
State University of New York College at Oswego 1974 — 1978
Bachelor of Arts (B.A.), Broadcast Journalism
McDowell High School, Erie PA 1970 — 1974
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Citi April 2007 - Present
Various Temporary Employment Agencies February 2006 - March 2007
West End Synagogue April 2005 - February 2006
Citi December 2003 - April 2005
Temporary Employment Agencies January 2000 - December 2003
"Wizard of Oz" national Tour February 1998 - July 1999
Deutsche Bank August 1997 - February 1998
Citi August 1996 - April 1997
Aon May 1994 - July 1996
Skills
Microsoft Office, Outstanding..., Organizational..., Spreadsheets, Administrative..., Time Management, Outlook, PowerPoint, Editing, Microsoft Excel, Newsletters, Nonprofits, Employee Benefits
Education
State University of New York College at Oswego 1974 — 1978
Bachelor of Arts (B.A.), Broadcast Journalism
McDowell High School, Erie PA 1970 — 1974
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Antonella Thompson Antonella Thompson's Citi Experience August 2007 - March 2013
Job Concur Support Specialist at Realogy Holdings Corp.
Industry Financial Services
Experience
Realogy Holdings Corp. February 2015 - Present
Citi August 2007 - March 2013
BISYS Fund Services December 2004 - July 2007
Rothstein Kass June 2001 - November 2004
ETA Management April 1999 - May 2001
Skills
Accounts Payable, Facilities Management, Managerial Experience, Management, Staff development and..., Meeting and event..., Spreadsheets, Database creations, Inventory Management, Oracle, Microsoft Excel, Microsoft Publisher, Microsoft Word, SharePoint, Concur, Securities, Procure-to-Pay, Financial Services, Finance, Auditing, Credit, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Customer Service, Invoicing, Analysis, Alternative Investments, Asset Management, Investments, Mutual Funds, Fixed Income
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Arts, Psychology
Suffolk County Community College 1989 — 1991
Associates of Arts, Liberal Arts
Realogy Holdings Corp. February 2015 - Present
Citi August 2007 - March 2013
BISYS Fund Services December 2004 - July 2007
Rothstein Kass June 2001 - November 2004
ETA Management April 1999 - May 2001
Skills
Accounts Payable, Facilities Management, Managerial Experience, Management, Staff development and..., Meeting and event..., Spreadsheets, Database creations, Inventory Management, Oracle, Microsoft Excel, Microsoft Publisher, Microsoft Word, SharePoint, Concur, Securities, Procure-to-Pay, Financial Services, Finance, Auditing, Credit, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Customer Service, Invoicing, Analysis, Alternative Investments, Asset Management, Investments, Mutual Funds, Fixed Income
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Arts, Psychology
Suffolk County Community College 1989 — 1991
Associates of Arts, Liberal Arts
Joseph Walter Joseph Walter's Citi Experience May 2011 - July 2014
Job Financial Analyst II Manufacturing; Lactalis American Group
Industry Financial Services
Experience
Lactalis American Group July 2014 - Present
Citi May 2011 - July 2014
Greatbatch Medical June 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Equities, Trading, Finance, Middle Office, Settlement, Equity Trading, Financial Analysis, Business Analysis, Process Improvement, Team Leadership, Market Research, Training, Economics
Education
SUNY at Buffalo 2009 — 2010
Master of Arts (M.A.), Financial Economics
SUNY Geneseo 2005 — 2009
Bachelor of Arts (B.A.), Economics
Lactalis American Group July 2014 - Present
Citi May 2011 - July 2014
Greatbatch Medical June 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Equities, Trading, Finance, Middle Office, Settlement, Equity Trading, Financial Analysis, Business Analysis, Process Improvement, Team Leadership, Market Research, Training, Economics
Education
SUNY at Buffalo 2009 — 2010
Master of Arts (M.A.), Financial Economics
SUNY Geneseo 2005 — 2009
Bachelor of Arts (B.A.), Economics
KC Choi's Citi Experience April 2013 - Present
Job Program Director, Citi Salutes at Citi
Industry Marketing and Advertising
Experience
Citi April 2013 - Present
Navy Region Mid-Atlantic Reserve Component Command December 2012 - November 2014
Joint Public Affairs Support Element (Reserve) October 2009 - October 2012
US Navy April 2011 - August 2011
Cheil USA October 2007 - March 2011
NAVCENT Public Affairs Reserve unit October 2007 - September 2009
US Central Command (CENTCOM) July 2006 - August 2007
Navy Office of Information October 2005 - July 2006
US Navy January 2004 - September 2005
The Lukaszewski Group September 2002 - December 2003
Skills
Marketing Communications, Sports Marketing, Community Development, Messaging, Corporate Communications, Corporate Social..., Strategic Communications, Media Relations, Message Development, Internal Communications, Communication Training, Press Releases, Public Relations, Crisis Management, Investor Relations, Reputation Management, Crisis Communications, Active TS/SCI Clearance, Spokesperson, Event Management, Advertising, Brand Management, Integrated Marketing, Facebook, Digital Marketing, Copywriting, Speech Writing, Communications Planning
Education
The George Washington University - School of Business 1999 — 2000
MBA, Marketing
State University of New York College at Geneseo 1991 — 1995
BA, Psychology
Iona Prep 1987 — 1991
High School, Academic
Citi April 2013 - Present
Navy Region Mid-Atlantic Reserve Component Command December 2012 - November 2014
Joint Public Affairs Support Element (Reserve) October 2009 - October 2012
US Navy April 2011 - August 2011
Cheil USA October 2007 - March 2011
NAVCENT Public Affairs Reserve unit October 2007 - September 2009
US Central Command (CENTCOM) July 2006 - August 2007
Navy Office of Information October 2005 - July 2006
US Navy January 2004 - September 2005
The Lukaszewski Group September 2002 - December 2003
Skills
Marketing Communications, Sports Marketing, Community Development, Messaging, Corporate Communications, Corporate Social..., Strategic Communications, Media Relations, Message Development, Internal Communications, Communication Training, Press Releases, Public Relations, Crisis Management, Investor Relations, Reputation Management, Crisis Communications, Active TS/SCI Clearance, Spokesperson, Event Management, Advertising, Brand Management, Integrated Marketing, Facebook, Digital Marketing, Copywriting, Speech Writing, Communications Planning
Education
The George Washington University - School of Business 1999 — 2000
MBA, Marketing
State University of New York College at Geneseo 1991 — 1995
BA, Psychology
Iona Prep 1987 — 1991
High School, Academic
Carl Patterson Carl Patterson's Citi Experience July 1982 - 1987
Job Project Program Director at PICEI
Industry Nonprofit Organization Management
Experience
PICEI ParalegalWe Can Open DoorsJune 2002 - Present
Eaton Electric Inc. 1988 - 1990
Citi July 1982 - 1987
Skills
Event Planning, Social Media, Research, Event Management, Microsoft Word, Songwriting, Arranging, Production Planning, Concerts, Sound Equipment, Reason 5, drafting blue print..., CAD, Electrical Code, Electrical Work, Electronics, Guitarist, Testing, Government, Guitar, Grant Writing, Policy, Team Building, Record Labels, Security, Media Relations, Pro Tools, Public Speaking, Music
Education
SUNY Potsdam
State University of New York College at Old Westbury
Music Performance / People Power & Politics
PICEI ParalegalWe Can Open DoorsJune 2002 - Present
Eaton Electric Inc. 1988 - 1990
Citi July 1982 - 1987
Skills
Event Planning, Social Media, Research, Event Management, Microsoft Word, Songwriting, Arranging, Production Planning, Concerts, Sound Equipment, Reason 5, drafting blue print..., CAD, Electrical Code, Electrical Work, Electronics, Guitarist, Testing, Government, Guitar, Grant Writing, Policy, Team Building, Record Labels, Security, Media Relations, Pro Tools, Public Speaking, Music
Education
SUNY Potsdam
State University of New York College at Old Westbury
Music Performance / People Power & Politics
Thomas O'Donnell Thomas O'Donnell's Citi Experience December 1997 - August 1999
Job Treasury Sales Leader Extensive Experience across Asia, Africa, the Middle East, Western Europe, and the United States
Industry Financial Services
Experience
Standard Bank Group May 2015 - Present
Fifth Third Bank January 2013 - January 2014
Fifth Third Bank October 2011 - December 2012
JPMorgan Chase & Co. May 2010 - August 2011
Barclays August 2009 - April 2010
Barclays June 2008 - July 2009
Standard Chartered Bank January 2002 - August 2006
Standard Chartered Bank August 1999 - December 2001
Citi December 1997 - August 1999
Citi April 1987 - November 1997
Skills
Banking, Cash Management, Sales Management, Trade Finance, Sales, Team Leadership, CRM, Leadership, International Business, Sales Operations, Emerging Markets, Strategy, Commercial Banking, Change Management, Negotiation, Treasury Management, Sales Process, Solution Selling, Treasury Services, Account Management, Selling, Management
Education
State University of New York College at Plattsburgh 1979 — 1983
BA
Standard Bank Group May 2015 - Present
Fifth Third Bank January 2013 - January 2014
Fifth Third Bank October 2011 - December 2012
JPMorgan Chase & Co. May 2010 - August 2011
Barclays August 2009 - April 2010
Barclays June 2008 - July 2009
Standard Chartered Bank January 2002 - August 2006
Standard Chartered Bank August 1999 - December 2001
Citi December 1997 - August 1999
Citi April 1987 - November 1997
Skills
Banking, Cash Management, Sales Management, Trade Finance, Sales, Team Leadership, CRM, Leadership, International Business, Sales Operations, Emerging Markets, Strategy, Commercial Banking, Change Management, Negotiation, Treasury Management, Sales Process, Solution Selling, Treasury Services, Account Management, Selling, Management
Education
State University of New York College at Plattsburgh 1979 — 1983
BA
James Tierno James Tierno's Citi Experience May 2004 - Present
Job MBS/Fixed Income Valuations
Industry Financial Services
Experience
Citi May 2004 - Present
Deutsche Bank April 2001 - May 2004
Lehman Brothers May 1997 - April 2001
Bank of Tokyo-Mitsubishi UFJ December 1993 - May 1997
Skills
MBS Valuation Systems:..., Bloomberg Terminal and..., MS Office applications..., Strategic Financial..., Capital Markets, Fixed Income, Investments, Financial Analysis
Education
SUNY Oswego 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Citi May 2004 - Present
Deutsche Bank April 2001 - May 2004
Lehman Brothers May 1997 - April 2001
Bank of Tokyo-Mitsubishi UFJ December 1993 - May 1997
Skills
MBS Valuation Systems:..., Bloomberg Terminal and..., MS Office applications..., Strategic Financial..., Capital Markets, Fixed Income, Investments, Financial Analysis
Education
SUNY Oswego 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Chuck Glussman Chuck Glussman's Citi Experience January 1997 - December 2003
Job Vice President at OneMain Financial
Industry Financial Services
Experience
OneMain Financial October 2014 - Present
LeaderOne Financial July 2014 - October 2014
Citibank May 2012 - March 2014
CitiFinancial January 2008 - May 2012
Accredited Home Lenders January 2004 - December 2007
Citi January 1997 - December 2003
Security Pacific Finance 1986 - 1996
Skills
Mortgage Lending, Loans, Credit, Risk Management, Executive Management, Call Center, Operations Management, Vendor Management, Insurance, Process Improvement, Loss Mitigation, Mortgage Banking, Team Building, Change Management, Relationship Management, Financial Services, Sales Management, Retail Banking, Refinance, Credit Risk, Mortgage Underwriting, AML, Loan Origination, Consumer Lending, Credit Analysis
Education
California State University-Long Beach - College of Business Administration 1979 — 1980
State University of New York College at Oswego 1977 — 1979
business
OneMain Financial October 2014 - Present
LeaderOne Financial July 2014 - October 2014
Citibank May 2012 - March 2014
CitiFinancial January 2008 - May 2012
Accredited Home Lenders January 2004 - December 2007
Citi January 1997 - December 2003
Security Pacific Finance 1986 - 1996
Skills
Mortgage Lending, Loans, Credit, Risk Management, Executive Management, Call Center, Operations Management, Vendor Management, Insurance, Process Improvement, Loss Mitigation, Mortgage Banking, Team Building, Change Management, Relationship Management, Financial Services, Sales Management, Retail Banking, Refinance, Credit Risk, Mortgage Underwriting, AML, Loan Origination, Consumer Lending, Credit Analysis
Education
California State University-Long Beach - College of Business Administration 1979 — 1980
State University of New York College at Oswego 1977 — 1979
business
Danielle Martone Danielle Martone's Citi Experience 2008 - 2009
Job Underwriter at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2009 - Present
Citi 2008 - 2009
American Home Key 2007 - 2008
Skills
Mortgage Underwriting, FHA, USDA, Government Loans, Mad Skills, HUD184 DG, SAR
Education
State University of New York College at Oswego 1987 — 1988
Wells Fargo Bank 2009 - Present
Citi 2008 - 2009
American Home Key 2007 - 2008
Skills
Mortgage Underwriting, FHA, USDA, Government Loans, Mad Skills, HUD184 DG, SAR
Education
State University of New York College at Oswego 1987 — 1988
Joseph Porcelli's Citi Experience June 2010 - August 2010
Job Assistant Branch Manager at Enterprise Rent A Car
Industry Automotive
Experience
Enterprise Rent-A-Car April 2015 - Present
Enterprise Rent-A-Car January 2015 - April 2015
Enterprise Rent-A-Car May 2014 - January 2015
Kings Park Physical Therapy December 2012 - May 2014
Citi June 2010 - August 2010
Citi June 2009 - August 2009
Skills
Healthcare, Physical Therapy, Rehabilitation, Microsoft Office, Clinical Research, PowerPoint, Microsoft Word, Microsoft Excel, Healthcare Management, Customer Service, Hospitals, Leadership, Sports, Wellness, Time Management, Health Promotion, Health Education, Teamwork, Management, Critical Thinking, Gmail, Sales, Team Leadership, Marketing
Education
SUNY Oswego 2008 — 2012
Bachelor of Science (BS), Wellness Management
Enterprise Rent-A-Car April 2015 - Present
Enterprise Rent-A-Car January 2015 - April 2015
Enterprise Rent-A-Car May 2014 - January 2015
Kings Park Physical Therapy December 2012 - May 2014
Citi June 2010 - August 2010
Citi June 2009 - August 2009
Skills
Healthcare, Physical Therapy, Rehabilitation, Microsoft Office, Clinical Research, PowerPoint, Microsoft Word, Microsoft Excel, Healthcare Management, Customer Service, Hospitals, Leadership, Sports, Wellness, Time Management, Health Promotion, Health Education, Teamwork, Management, Critical Thinking, Gmail, Sales, Team Leadership, Marketing
Education
SUNY Oswego 2008 — 2012
Bachelor of Science (BS), Wellness Management
Ahmad Perwaiz's Citi Experience May 2014 - Present
Job Senior Relationship Banker at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Off the Ledger October 2010 - Present
Wells Fargo November 2012 - June 2014
Subway September 2009 - April 2014
The Mortgage Source LLC January 2009 - November 2009
Golden FIrst Mortgage Corp. December 2007 - February 2009
Skills
Mortgage Banking, Loans, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Refinance, Commercial Lending, Investments, Commercial Banking, Finance, Residential Mortgages
Education
State University of New York College at Old Westbury 2009 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Citi May 2014 - Present
Off the Ledger October 2010 - Present
Wells Fargo November 2012 - June 2014
Subway September 2009 - April 2014
The Mortgage Source LLC January 2009 - November 2009
Golden FIrst Mortgage Corp. December 2007 - February 2009
Skills
Mortgage Banking, Loans, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Refinance, Commercial Lending, Investments, Commercial Banking, Finance, Residential Mortgages
Education
State University of New York College at Old Westbury 2009 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Johnny Piedra Johnny Piedra's Citi Experience May 2015 - Present
Job Business Banking at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
JPMorgan Chase January 2013 - May 2015
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase January 2010 - January 2011
Piedra Cabinetry Inc. January 2008 - January 2010
Commerce Bank / TD Bank September 2006 - January 2008
Skills
Banking, Business Relationship..., Portfolio Management, Credit Analysis, Retail Banking, Credit, Commercial Banking, Financial Services, Small Business Lending, Cash Management, Cross Selling, Treasury Services, Business Analysis, small business mana, Management, Finance, Business Planning, Risk Management, Loans
Education
State University of New York College at Old Westbury 2004 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Citi May 2015 - Present
JPMorgan Chase January 2013 - May 2015
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase January 2010 - January 2011
Piedra Cabinetry Inc. January 2008 - January 2010
Commerce Bank / TD Bank September 2006 - January 2008
Skills
Banking, Business Relationship..., Portfolio Management, Credit Analysis, Retail Banking, Credit, Commercial Banking, Financial Services, Small Business Lending, Cash Management, Cross Selling, Treasury Services, Business Analysis, small business mana, Management, Finance, Business Planning, Risk Management, Loans
Education
State University of New York College at Old Westbury 2004 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Alicia Rennie Alicia Rennie's Citi Experience September 2013 - April 2015
Job Senior Vice President Senior Compliance Officer at Citi
Industry Legal Services
Experience
Citi September 2013 - April 2015
Schell Law, P.C. 2011 - 2013
HSBC June 2011 - October 2011
Law Offices of Kantor & Godwin 2008 - 2010
Law Office of Mark R. Walling 2008 - 2008
NCS Community Development Corp. 2007 - 2007
U.S. Senator Charles E. Schumer 2005 - 2005
Skills
Courts, Westlaw, Civil Litigation, Real Estate Transactions, Research, Due Diligence, Litigation, Personal Injury, Legal Assistance, Real Estate, Legal Writing, Legal Research, Public Speaking, Legal Compliance, Regulatory Compliance, Policy Analysis, Microsoft Office, Policy
Education
State University of New York at Buffalo - Law School 2007 — 2010
Juris Doctor (J.D.), Law, Cum Laude; Class Rank: Top 1-15%
State University of New York College at Geneseo 2003 — 2006
Bachelor's Degree, Spanish Language and Literature; and Political Science
Citi September 2013 - April 2015
Schell Law, P.C. 2011 - 2013
HSBC June 2011 - October 2011
Law Offices of Kantor & Godwin 2008 - 2010
Law Office of Mark R. Walling 2008 - 2008
NCS Community Development Corp. 2007 - 2007
U.S. Senator Charles E. Schumer 2005 - 2005
Skills
Courts, Westlaw, Civil Litigation, Real Estate Transactions, Research, Due Diligence, Litigation, Personal Injury, Legal Assistance, Real Estate, Legal Writing, Legal Research, Public Speaking, Legal Compliance, Regulatory Compliance, Policy Analysis, Microsoft Office, Policy
Education
State University of New York at Buffalo - Law School 2007 — 2010
Juris Doctor (J.D.), Law, Cum Laude; Class Rank: Top 1-15%
State University of New York College at Geneseo 2003 — 2006
Bachelor's Degree, Spanish Language and Literature; and Political Science
Jim Nevola, CFA, FRM, CAIA, CIPM Jim Nevola, CFA, FRM, CAIA, CIPM's Citi Experience June 2001 - February 2004
Job Senior Risk Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon January 2008 - January 2013
BNY Mellon February 2004 - December 2007
Citi June 2001 - February 2004
First Albany Capital September 2000 - June 2001
Merrill Lynch May 1999 - August 2000
Merrill Lynch July 1997 - September 1998
Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management
Education
State University of New York College at Geneseo 1994 — 1997
Bachelor of Arts, Economics
BNY Mellon February 2013 - Present
BNY Mellon January 2008 - January 2013
BNY Mellon February 2004 - December 2007
Citi June 2001 - February 2004
First Albany Capital September 2000 - June 2001
Merrill Lynch May 1999 - August 2000
Merrill Lynch July 1997 - September 1998
Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management
Education
State University of New York College at Geneseo 1994 — 1997
Bachelor of Arts, Economics
Al Diovanni Al Diovanni's Citi Experience May 2010 - December 2010
Job Senior Software Engineer and Applications Programmer/Analyst and Project Lead and Systems Analyst at Pershing
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company April 2015 - Present
NJ Transit August 2014 - March 2015
Express Scripts May 2013 - August 2013
JPMorgan Chase February 2012 - September 2012
UBS Wealth Management June 2011 - January 2012
City of New York March 2011 - June 2011
Citi May 2010 - December 2010
Morgan Stanley Wealth Management September 2007 - February 2010
UBS Wealth Management September 2006 - September 2007
Citi June 2006 - August 2006
Skills
IBM Mainframe, Application Development, Production Support, COBOL, SAS, Easytrieve, DB2, QMF, JCL, Syncsort, CICS, VSAM, Stored Procedures, ISPF, MVS, TSO, REXX, CLIST, IBM Assembler, Unix, ISPF Dialog Manager, Fileaid, Endevor, Serena Changeman, Expediter, Intertest, ISPF DIALOG MANAGER, SQL, FTP, SFTP, NDM, Business Analysis, SDLC, Data Warehousing, ETL, Debugging, XML
Education
Saint John's University
BS, Computer Science/Math, 3.7
State University of New York College at Plattsburgh
BS, Computer Science, 3.7
Pershing, a BNY Mellon company April 2015 - Present
NJ Transit August 2014 - March 2015
Express Scripts May 2013 - August 2013
JPMorgan Chase February 2012 - September 2012
UBS Wealth Management June 2011 - January 2012
City of New York March 2011 - June 2011
Citi May 2010 - December 2010
Morgan Stanley Wealth Management September 2007 - February 2010
UBS Wealth Management September 2006 - September 2007
Citi June 2006 - August 2006
Skills
IBM Mainframe, Application Development, Production Support, COBOL, SAS, Easytrieve, DB2, QMF, JCL, Syncsort, CICS, VSAM, Stored Procedures, ISPF, MVS, TSO, REXX, CLIST, IBM Assembler, Unix, ISPF Dialog Manager, Fileaid, Endevor, Serena Changeman, Expediter, Intertest, ISPF DIALOG MANAGER, SQL, FTP, SFTP, NDM, Business Analysis, SDLC, Data Warehousing, ETL, Debugging, XML
Education
Saint John's University
BS, Computer Science/Math, 3.7
State University of New York College at Plattsburgh
BS, Computer Science, 3.7
Brian J Matyko Brian J Matyko's Citi Experience February 2012 - Present
Job mortgage banker at Citi
Industry Real Estate
Experience
Citi February 2012 - Present
MetLife Home Loans September 2011 - February 2012
Bank of America March 2009 - September 2011
City Finance LLC September 2007 - February 2009
Tribeca Lending Corporation February 2003 - September 2007
MortgageIT January 2001 - November 2002
Advanced Financial Services September 1999 - December 2000
Education
State University of New York College at Geneseo 1994 — 1998
BS, Business Management
Citi February 2012 - Present
MetLife Home Loans September 2011 - February 2012
Bank of America March 2009 - September 2011
City Finance LLC September 2007 - February 2009
Tribeca Lending Corporation February 2003 - September 2007
MortgageIT January 2001 - November 2002
Advanced Financial Services September 1999 - December 2000
Education
State University of New York College at Geneseo 1994 — 1998
BS, Business Management
John Montague John Montague's Citi Experience April 2009 - August 2009
Job Licensed Insurance Agent
Industry Financial Services
Experience
Independent Broker Dealer February 2014 - Present
Alliance Advisory Group June 2012 - February 2014
MassMutual Financial Group December 2009 - May 2012
Citi April 2009 - August 2009
Legg Mason & CO., LLC October 2006 - December 2008
Adecco Group June 2005 - July 2006
Paychex December 2003 - May 2005
Skills
Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Strategic Financial..., Securities, Disability Insurance, Employee Benefits, Variable Annuities, Income Protection, 401k Rollovers, College Education..., Asset Protection, Roth IRA, Traditional IRA, Holistic Financial..., Trading
Education
State University of New York College at Oswego 1998 — 2003
Bachelors of Science, Business Administration, Economics
Webster High School 1994 — 1998
Regents Diploma
Independent Broker Dealer February 2014 - Present
Alliance Advisory Group June 2012 - February 2014
MassMutual Financial Group December 2009 - May 2012
Citi April 2009 - August 2009
Legg Mason & CO., LLC October 2006 - December 2008
Adecco Group June 2005 - July 2006
Paychex December 2003 - May 2005
Skills
Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Strategic Financial..., Securities, Disability Insurance, Employee Benefits, Variable Annuities, Income Protection, 401k Rollovers, College Education..., Asset Protection, Roth IRA, Traditional IRA, Holistic Financial..., Trading
Education
State University of New York College at Oswego 1998 — 2003
Bachelors of Science, Business Administration, Economics
Webster High School 1994 — 1998
Regents Diploma
Kimberly Lubinsky, MBA Kimberly Lubinsky, MBA's Citi Experience April 2003 - July 2010
Job Broker/Owner at Almost Home Realty, LLC
Industry Banking
Experience
Almost Home Realty, LLC October 2014 - Present
Coldwell Banker Real Estate June 2012 - October 2014
Grow Financial Federal Credit Union 2010 - 2012
Citi April 2003 - July 2010
Burr and Burton Academy June 2001 - July 2002
CARQUEST July 1999 - July 2001
Skills
Banking, Financial Analysis, Credit, Risk Management, Finance, Cash Management, Financial Modeling, Credit Analysis, Financial Risk, Investments, Accounting, Financial Reporting, Loans, Budgets, Process Improvement, Financial Services, Mortgage Lending, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Operational Risk, Real Estate, Auditing, Internal Audit, Real Estate License, Analysis, Business Analysis, Commercial Banking, Commercial Lending, Due Diligence, Management, Portfolio Management, Strategic Financial..., Underwriting, Asset Managment, Mergers, Real Estate transactions, residential Real estate
Education
University of Tampa 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
SUNY Oswego 1995 — 1998
Bachelor of Business Administration (B.B.A.), International Business
Almost Home Realty, LLC October 2014 - Present
Coldwell Banker Real Estate June 2012 - October 2014
Grow Financial Federal Credit Union 2010 - 2012
Citi April 2003 - July 2010
Burr and Burton Academy June 2001 - July 2002
CARQUEST July 1999 - July 2001
Skills
Banking, Financial Analysis, Credit, Risk Management, Finance, Cash Management, Financial Modeling, Credit Analysis, Financial Risk, Investments, Accounting, Financial Reporting, Loans, Budgets, Process Improvement, Financial Services, Mortgage Lending, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Operational Risk, Real Estate, Auditing, Internal Audit, Real Estate License, Analysis, Business Analysis, Commercial Banking, Commercial Lending, Due Diligence, Management, Portfolio Management, Strategic Financial..., Underwriting, Asset Managment, Mergers, Real Estate transactions, residential Real estate
Education
University of Tampa 2002 — 2004
Master of Business Administration (M.B.A.), Accounting
SUNY Oswego 1995 — 1998
Bachelor of Business Administration (B.B.A.), International Business
Helen Raleigh, CFA, PMP, ACG's Citi Experience May 1999 - December 2004
Job Chief Investment Officer at Red Meadow Advisors, LLC
Industry Financial Services
Experience
HelenRaleighSpeaks.com June 2013 - Present
Red Meadow Advisors, LLC 2011 - Present
Aurora Bank FSB April 2011 - March 2012
Colorado Public Employee Retirement Association August 2008 - June 2010
Mercedes Benz Financial August 2007 - July 2008
Chrysler Financial December 2004 - July 2007
Citi May 1999 - December 2004
Skills
Public Speaking, Business Strategy, Business Intelligence, Financial Analysis, Microsoft Office, Optimization, Risk Management, Market Research, Strategic Planning, Writing, Investment Management, Personal Financial..., Management, Project Management, Management Consulting, Entrepreneurship, Investments, Training
Education
Leadership Program of the Rockies 2012 — 2013
University of Wyoming 1997 — 1999
Master of Business Administration (MBA), Finance, General
SUNY Oneonta 1996 — 1997
Master of Science (M.S.), Business/Managerial Economics
HelenRaleighSpeaks.com June 2013 - Present
Red Meadow Advisors, LLC 2011 - Present
Aurora Bank FSB April 2011 - March 2012
Colorado Public Employee Retirement Association August 2008 - June 2010
Mercedes Benz Financial August 2007 - July 2008
Chrysler Financial December 2004 - July 2007
Citi May 1999 - December 2004
Skills
Public Speaking, Business Strategy, Business Intelligence, Financial Analysis, Microsoft Office, Optimization, Risk Management, Market Research, Strategic Planning, Writing, Investment Management, Personal Financial..., Management, Project Management, Management Consulting, Entrepreneurship, Investments, Training
Education
Leadership Program of the Rockies 2012 — 2013
University of Wyoming 1997 — 1999
Master of Business Administration (MBA), Finance, General
SUNY Oneonta 1996 — 1997
Master of Science (M.S.), Business/Managerial Economics
Jamie Markowitz's Citi Experience June 2013 - April 2014
Job Analyst
Industry Security and Investigations
Experience
JPMorgan Chase April 2014 - Present
Citi June 2013 - April 2014
SUNY Plattsburgh August 2011 - May 2013
Open Door Family Medical Centers December 2012 - January 2013
Skills
Spanish, Translation, Customer Service, Microsoft Excel, Research, Public Speaking, Leadership, Sales, Branch Banking, Financial Transactions, Event Planning, Data Entry, Analysis, Critical Thinking, Data Analysis, Finance, Microsoft Office, Facebook, Microsoft Word
Education
SUNY Plattsburgh 2009 — 2013
Bachelors of Science, Spanish and Latin American Studies, 3.3
Universitat de Barcelona / University of Barcelona 2012 — 2012
Study Abroad, Spanish
JPMorgan Chase April 2014 - Present
Citi June 2013 - April 2014
SUNY Plattsburgh August 2011 - May 2013
Open Door Family Medical Centers December 2012 - January 2013
Skills
Spanish, Translation, Customer Service, Microsoft Excel, Research, Public Speaking, Leadership, Sales, Branch Banking, Financial Transactions, Event Planning, Data Entry, Analysis, Critical Thinking, Data Analysis, Finance, Microsoft Office, Facebook, Microsoft Word
Education
SUNY Plattsburgh 2009 — 2013
Bachelors of Science, Spanish and Latin American Studies, 3.3
Universitat de Barcelona / University of Barcelona 2012 — 2012
Study Abroad, Spanish
Christian Calamia Christian Calamia's Citi Experience April 2002 - August 2014
Job Cluster Manager, VP at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management September 2014 - Present
Citi April 2002 - August 2014
Skills
Sales Management, Management, Sales Process, Sales Presentations, Lines Of Credit, Retail Banking, Banking, Finance, Leadership, Commercial Lending, Risk Management, Loans, Consumer Lending
Education
State University of New York College at Old Westbury 1998 — 2001
Bachelor's Degree, Accounting
Suffolk County Community College 1996 — 1998
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
HSBC Retail Banking and Wealth Management September 2014 - Present
Citi April 2002 - August 2014
Skills
Sales Management, Management, Sales Process, Sales Presentations, Lines Of Credit, Retail Banking, Banking, Finance, Leadership, Commercial Lending, Risk Management, Loans, Consumer Lending
Education
State University of New York College at Old Westbury 1998 — 2001
Bachelor's Degree, Accounting
Suffolk County Community College 1996 — 1998
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Robert Rendell, CFE Robert Rendell, CFE's Citi Experience June 2014 - Present
Job VP, Fraud Policy Manager at Citi
Industry Banking
Experience
Citi June 2014 - Present
Bank of America May 2014 - June 2014
Bank of America February 2012 - June 2014
Wells Fargo Bank September 2011 - March 2012
Wells Fargo Bank 2009 - September 2011
Wachovia March 2008 - November 2009
Skills
Fraud, AML, Banking, Credit, Fraud Detection, Product Management, Strategy, Financial Services, Financial Risk, Finance, Credit Risk, Credit Cards, Credit Analysis, Operational Risk, Risk Management, Anti Money Laundering
Education
State University of New York College at Oswego 2003 — 2007
Marketing, Economics
Citi June 2014 - Present
Bank of America May 2014 - June 2014
Bank of America February 2012 - June 2014
Wells Fargo Bank September 2011 - March 2012
Wells Fargo Bank 2009 - September 2011
Wachovia March 2008 - November 2009
Skills
Fraud, AML, Banking, Credit, Fraud Detection, Product Management, Strategy, Financial Services, Financial Risk, Finance, Credit Risk, Credit Cards, Credit Analysis, Operational Risk, Risk Management, Anti Money Laundering
Education
State University of New York College at Oswego 2003 — 2007
Marketing, Economics
Rachel Petrone's Citi Experience November 2014 - Present
Job Securities Processing Rep at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Citi June 2013 - Present
First Investors June 2012 - Present
SUNY Geneseo 2009 - Present
SUNY Geneseo 2010 - Present
Midvale Country Club May 2009 - Present
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (BS), Economics and Mathematics
Citi November 2014 - Present
Citi June 2013 - Present
First Investors June 2012 - Present
SUNY Geneseo 2009 - Present
SUNY Geneseo 2010 - Present
Midvale Country Club May 2009 - Present
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (BS), Economics and Mathematics
Tami Lunan Tami Lunan's Citi Experience February 2015 - June 2015
Job Advocacy Organizer at Pennsylvania Competes
Industry Financial Services
Experience
Pennsylvania Competes July 2015 - Present
Citi February 2015 - June 2015
Equality Ohio October 2013 - December 2014
Equality Ohio June 2013 - October 2013
JP Morgan Chase September 2011 - October 2013
Triplefin September 2008 - February 2011
Fifth Third Bank September 2001 - August 2008
Skills
Loans, Credit, Retail Banking, Equities, Business Analysis, Credit Analysis, Financial Analysis, Bloomberg, Strategic Financial..., Finance, Event Planning, Nonprofits, Public Speaking, Community Outreach
Education
SUNY Plattsburgh 1999 — 2001
Pennsylvania Competes July 2015 - Present
Citi February 2015 - June 2015
Equality Ohio October 2013 - December 2014
Equality Ohio June 2013 - October 2013
JP Morgan Chase September 2011 - October 2013
Triplefin September 2008 - February 2011
Fifth Third Bank September 2001 - August 2008
Skills
Loans, Credit, Retail Banking, Equities, Business Analysis, Credit Analysis, Financial Analysis, Bloomberg, Strategic Financial..., Finance, Event Planning, Nonprofits, Public Speaking, Community Outreach
Education
SUNY Plattsburgh 1999 — 2001
Joanne Ye Joanne Ye's Citi Experience July 2009 - August 2009
Job Ophthalamology Assistant at Gouverneur Health
Industry Financial Services
Experience
Gouverneur Health July 2015 - Present
University at Buffalo - Undergraduate Admissions Office October 2012 - May 2015
University at Buffalo - Economics Graduate Admission Office September 2010 - May 2012
CME Insurance Brokerage July 2010 - August 2010
ISY/YEP - Center for Family Life September 2009 - May 2010
Citi July 2009 - August 2009
Gouveneur Hospital July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Access, Research
Education
SUNY at Buffalo 2010 — 2015
Bachelor’s Degree, Finance and Human Resource
SUNY Oswego 2013 — 2013
Summer 2013, Study Abroad in Italy
Gouverneur Health July 2015 - Present
University at Buffalo - Undergraduate Admissions Office October 2012 - May 2015
University at Buffalo - Economics Graduate Admission Office September 2010 - May 2012
CME Insurance Brokerage July 2010 - August 2010
ISY/YEP - Center for Family Life September 2009 - May 2010
Citi July 2009 - August 2009
Gouveneur Hospital July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Access, Research
Education
SUNY at Buffalo 2010 — 2015
Bachelor’s Degree, Finance and Human Resource
SUNY Oswego 2013 — 2013
Summer 2013, Study Abroad in Italy
Nicholas J. Campbell, CAMS Nicholas J. Campbell, CAMS's Citi Experience July 2014 - Present
Job Aml & Regulatory Compliance
Industry Banking
Experience
Citi July 2014 - Present
Skills
Anti Money Laundering, Certified Anti-Money..., Fraud Detection, Litigation, Legal Research, Civil Litigation, Document Review, Commercial Litigation, Legal Writing
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice
Citi July 2014 - Present
Skills
Anti Money Laundering, Certified Anti-Money..., Fraud Detection, Litigation, Legal Research, Civil Litigation, Document Review, Commercial Litigation, Legal Writing
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice
Patrick Kinsley Jr. Patrick Kinsley Jr.'s Citi Experience September 2012 - July 2015
Job AVP MBS project management support at Citi
Industry Financial Services
Experience
WNY Asset Management July 2015 - Present
Citi September 2012 - July 2015
Citi January 2010 - September 2012
Citi March 2007 - September 2012
Citi September 2005 - March 2007
Skills
Banking, Bloomberg, Financial Analysis, Financial Services, Fixed Income, MBS, Microsoft Excel, PowerPoint, Project Management, Derivatives, Equities, Financial Modeling, Financial Risk, Securities, Risk Management, Investment Banking, Portfolio Management, Capital Markets
Education
SUNY Geneseo 2001 — 2005
BS, Accounting
WNY Asset Management July 2015 - Present
Citi September 2012 - July 2015
Citi January 2010 - September 2012
Citi March 2007 - September 2012
Citi September 2005 - March 2007
Skills
Banking, Bloomberg, Financial Analysis, Financial Services, Fixed Income, MBS, Microsoft Excel, PowerPoint, Project Management, Derivatives, Equities, Financial Modeling, Financial Risk, Securities, Risk Management, Investment Banking, Portfolio Management, Capital Markets
Education
SUNY Geneseo 2001 — 2005
BS, Accounting
Irene Hart's Citi Experience November 2008 - August 2013
Job Consultant at Human Resources Business Consulting
Industry Human Resources
Experience
Human Resources Business Consulting 2013 - Present
Citi November 2008 - August 2013
Citi, Global Wealth Management May 2005 - November 2008
Citi January 1994 - 2005
Citigroup, Smith Barney 1988 - 1994
Citigroup, Smith Barney 1986 - 1987
Skills
Employee Relations, Strategic Partnerships, Coaching, Consultation Skills, Building Relationships, Project Management, Mitigating Risk, Organization..., Internal Investigations, Succession Planning, Personnel Management, Recruiting, Human Resources, Performance Management, Risk Mitigation, Organizational..., Training and Development, Employment Law, Work/Life Program, Strategy, Restructuring, Leadership, Risk Management, HR Policies, Organizational...
Education
SUNY Oswego 1980 — 1984
Bachelor of Business Administration (BBA), Human Resources Management and Services
Human Resources Business Consulting 2013 - Present
Citi November 2008 - August 2013
Citi, Global Wealth Management May 2005 - November 2008
Citi January 1994 - 2005
Citigroup, Smith Barney 1988 - 1994
Citigroup, Smith Barney 1986 - 1987
Skills
Employee Relations, Strategic Partnerships, Coaching, Consultation Skills, Building Relationships, Project Management, Mitigating Risk, Organization..., Internal Investigations, Succession Planning, Personnel Management, Recruiting, Human Resources, Performance Management, Risk Mitigation, Organizational..., Training and Development, Employment Law, Work/Life Program, Strategy, Restructuring, Leadership, Risk Management, HR Policies, Organizational...
Education
SUNY Oswego 1980 — 1984
Bachelor of Business Administration (BBA), Human Resources Management and Services
David Schwartzbard David Schwartzbard's Citi Experience January 2008 - March 2008
Job Investor Services Associate at American Realty Capital Group/American National Stock Transfer
Industry Financial Services
Experience
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
William Zhou William Zhou's Citi Experience May 2015 - Present
Job Credit Officer Vice President at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
Citi January 2014 - May 2015
Citi February 2012 - January 2014
Citi June 2011 - August 2011
State University of New York at Oswego January 2011 - May 2011
State University of New York at Oswego March 2010 - October 2010
State University of New York at Oswego October 2009 - May 2010
Foot Locker Australia July 2007 - December 2008
Skills
Leadership, Analysis, Spanish, Financial Analysis, Time Management, Teamwork, Microsoft Office, Business Development, Finance, Public Speaking, Market Research, Problem Solving, Translation, International Banking..., Credit Analysis, International Business, International Trade, Communication, Project Management, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Banking
Education
State University of New York at Oswego 2009 — 2012
Bachelor of Arts (B.A.), International Trade & Spanish (Double Major), 3.95/4.0
Universidad Francisco de Vitoria 2011 — 2011
Intensive Spanish & Cultural Immersion Course, Spanish Language and Literature
University of New South Wales 2007 — 2008
International Studies, International/Global Studies
Ashfield Boys' HS
Citi May 2015 - Present
Citi January 2014 - May 2015
Citi February 2012 - January 2014
Citi June 2011 - August 2011
State University of New York at Oswego January 2011 - May 2011
State University of New York at Oswego March 2010 - October 2010
State University of New York at Oswego October 2009 - May 2010
Foot Locker Australia July 2007 - December 2008
Skills
Leadership, Analysis, Spanish, Financial Analysis, Time Management, Teamwork, Microsoft Office, Business Development, Finance, Public Speaking, Market Research, Problem Solving, Translation, International Banking..., Credit Analysis, International Business, International Trade, Communication, Project Management, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Banking
Education
State University of New York at Oswego 2009 — 2012
Bachelor of Arts (B.A.), International Trade & Spanish (Double Major), 3.95/4.0
Universidad Francisco de Vitoria 2011 — 2011
Intensive Spanish & Cultural Immersion Course, Spanish Language and Literature
University of New South Wales 2007 — 2008
International Studies, International/Global Studies
Ashfield Boys' HS
Jeanne Kowalski Jeanne Kowalski's Citi Experience May 2013 - Present
Job SVP, Solutions Senior Manager at Citi
Industry Financial Services
Experience
Citi May 2013 - Present
HSBC 2009 - April 2013
HSBC 2002 - 2009
HSBC 2001 - 2002
HSBC 2000 - 2001
HSBC 1997 - 2000
HSBC 1994 - 1997
HSBC 1991 - 1994
John J. Grimaldi & Associates/Desmon & Kohnstamm, Inc. (Insurance Brokers) 1989 - 1991
CSB Financial Corp (Asset Based Lending company of Connecticut Savings Banking) 1986 - 1988
Skills
Financial Analysis, Reporting and Control, Budgeting and Forecast..., Strategic Planning, Complex Model Building, Mergers & Acquisitions, General Ledger, Cognos, Hyperion Enterprise, Hyperion Reports, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Finance, Analysis, Accounting, Strategic Financial..., Banking, Business Analysis, Due Diligence, Financial Planning, Strategy
Education
State University of NY At Buffalo 1989 — 1991
Masters of Business Administratiion (Concentration in Accounting)
SUNY Potsdam 1982 — 1986
Bachelors of Arts-Mathematics
Citi May 2013 - Present
HSBC 2009 - April 2013
HSBC 2002 - 2009
HSBC 2001 - 2002
HSBC 2000 - 2001
HSBC 1997 - 2000
HSBC 1994 - 1997
HSBC 1991 - 1994
John J. Grimaldi & Associates/Desmon & Kohnstamm, Inc. (Insurance Brokers) 1989 - 1991
CSB Financial Corp (Asset Based Lending company of Connecticut Savings Banking) 1986 - 1988
Skills
Financial Analysis, Reporting and Control, Budgeting and Forecast..., Strategic Planning, Complex Model Building, Mergers & Acquisitions, General Ledger, Cognos, Hyperion Enterprise, Hyperion Reports, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Finance, Analysis, Accounting, Strategic Financial..., Banking, Business Analysis, Due Diligence, Financial Planning, Strategy
Education
State University of NY At Buffalo 1989 — 1991
Masters of Business Administratiion (Concentration in Accounting)
SUNY Potsdam 1982 — 1986
Bachelors of Arts-Mathematics
Paul DiOrio Paul DiOrio's Citi Experience January 2007 - February 2010
Job Director Live Channel Marketing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Aerotek October 2014 - April 2015
KPMG US August 2012 - September 2014
EMC Consulting February 2011 - August 2012
Citigroup Retail Bank January 2007 - February 2011
Citi January 2007 - February 2010
JPMorgan Chase October 1995 - January 2007
JPMorgan Chase February 2002 - July 2004
JP Morgan Chase January 2000 - February 2002
JP Morgan Chase January 1997 - January 2000
Skills
Consultative Selling, Banking, Retail Banking, Credit Cards, Team Building, Call Center, Selling, Call Centers, Cross-functional Team..., Requirements Analysis, Business Relationship..., Strategic Planning, Marketing Strategy, Leadership, Strategy, Credit, CRM, Vendor Management, Business Development, Risk Management, Process Improvement, Business Process..., Management, Financial Services, Relationship Management, Project Management, Analysis, Consulting, Business Analysis
Education
State University of New York College at Old Westbury
Bachelor of Applied Science (B.A.Sc.), Finance, General
E*TRADE Financial Corporation April 2015 - Present
Aerotek October 2014 - April 2015
KPMG US August 2012 - September 2014
EMC Consulting February 2011 - August 2012
Citigroup Retail Bank January 2007 - February 2011
Citi January 2007 - February 2010
JPMorgan Chase October 1995 - January 2007
JPMorgan Chase February 2002 - July 2004
JP Morgan Chase January 2000 - February 2002
JP Morgan Chase January 1997 - January 2000
Skills
Consultative Selling, Banking, Retail Banking, Credit Cards, Team Building, Call Center, Selling, Call Centers, Cross-functional Team..., Requirements Analysis, Business Relationship..., Strategic Planning, Marketing Strategy, Leadership, Strategy, Credit, CRM, Vendor Management, Business Development, Risk Management, Process Improvement, Business Process..., Management, Financial Services, Relationship Management, Project Management, Analysis, Consulting, Business Analysis
Education
State University of New York College at Old Westbury
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lainie Doherty Lainie Doherty's Citi Experience January 1996 - July 2011
Job VP Human Resources at Madison Square Garden
Industry Entertainment
Experience
Madison Square Garden July 2011 - Present
Citi January 1996 - July 2011
Mitsubishi Heavy Industries America 1989 - 1996
Skills
Employee Relations
Education
SUNY Oneonta 1985 — 1989
BA, English Literature
Forest Hills High School 1981 — 1985
High School
Madison Square Garden July 2011 - Present
Citi January 1996 - July 2011
Mitsubishi Heavy Industries America 1989 - 1996
Skills
Employee Relations
Education
SUNY Oneonta 1985 — 1989
BA, English Literature
Forest Hills High School 1981 — 1985
High School
Don O'Day Don O'Day's Citi Experience 1985 - Present
Job Chief Administrative Officer CitiMortgage Risk Managment
Industry Banking
Experience
CitiMortgage August 1985 - Present
Citi 1985 - Present
Westport Board of Education 2005 - August 2012
Skills
Financial Analysis, Credit Analysis, Financial Services, Risk Management, Loans, Credit, Portfolio Management, Financial Risk, Finance, Banking, Management, Strategic Planning, Mortgage Lending, Strategy, Budgets
Education
State University of New York College at Oswego 1977 — 1979
State University of New York College of Agriculture and Technology at Cobleskill 1975 — 1977
CitiMortgage August 1985 - Present
Citi 1985 - Present
Westport Board of Education 2005 - August 2012
Skills
Financial Analysis, Credit Analysis, Financial Services, Risk Management, Loans, Credit, Portfolio Management, Financial Risk, Finance, Banking, Management, Strategic Planning, Mortgage Lending, Strategy, Budgets
Education
State University of New York College at Oswego 1977 — 1979
State University of New York College of Agriculture and Technology at Cobleskill 1975 — 1977
David Kadow, CISSP David Kadow, CISSP's Citi Experience June 2011 - February 2013
Job Global Lead: Information Security
Industry Financial Services
Experience
Gen Re October 2013 - Present
Gen Re March 2013 - Present
Citi June 2011 - February 2013
Bridgewater Associates June 2010 - June 2011
Citigroup 2009 - July 2010
Natixis North America May 2008 - October 2009
Natixis North America Inc. 2006 - May 2008
CDC IXIS Capital Markets May 2002 - November 2006
OnMoney.com March 2000 - June 2002
ING Barings March 1994 - June 1998
Skills
Data Security, Information Security, Project Management, IT Strategy, Performance Metrics, Business Process Design, Business Continuity, Enterprise IT..., Datacenter..., ITIL, Risk Management, Disaster Recovery, IT Service Management, Data Center, CISSP, IT Management, Infrastructure, Network Architecture, Virtualization, Information Technology, Security, Information Security..., Incident Management, Vendor Management, Governance, Enterprise Architecture, Unix, Vulnerability Assessment, Network Security, IT Audit, Computer Security, IT Operations, COBIT, Enterprise Software, Operating Systems, SDLC, Process Improvement, ISO 27001
Education
State University of New York College at Geneseo 1976 — 1980
Gen Re October 2013 - Present
Gen Re March 2013 - Present
Citi June 2011 - February 2013
Bridgewater Associates June 2010 - June 2011
Citigroup 2009 - July 2010
Natixis North America May 2008 - October 2009
Natixis North America Inc. 2006 - May 2008
CDC IXIS Capital Markets May 2002 - November 2006
OnMoney.com March 2000 - June 2002
ING Barings March 1994 - June 1998
Skills
Data Security, Information Security, Project Management, IT Strategy, Performance Metrics, Business Process Design, Business Continuity, Enterprise IT..., Datacenter..., ITIL, Risk Management, Disaster Recovery, IT Service Management, Data Center, CISSP, IT Management, Infrastructure, Network Architecture, Virtualization, Information Technology, Security, Information Security..., Incident Management, Vendor Management, Governance, Enterprise Architecture, Unix, Vulnerability Assessment, Network Security, IT Audit, Computer Security, IT Operations, COBIT, Enterprise Software, Operating Systems, SDLC, Process Improvement, ISO 27001
Education
State University of New York College at Geneseo 1976 — 1980
Bill Wiltsie Bill Wiltsie's Citi Experience March 2015 - Present
Job Talent Acquisition Consultant
Industry Entertainment
Experience
Citi March 2015 - Present
HBO March 2014 - March 2015
Sony Music Entertainment December 2012 - January 2014
PwC November 2011 - December 2012
Forrest Solutions Group February 2011 - November 2011
KFORCE October 2007 - February 2011
Michael Page International 2005 - 2007
SUNY Oswego 1999 - 2002
Skills
Talent Acquisition, Recruitment/Retention, Valuation, Transaction Services, M&A due diligence, Assurance, Restructuring, Quantitative Modeling, Big 4, Talent Identification, Salary Negotiation, Contract Negotiation, Headhunting, Talent Management, Consulting, Leadership, Recruiting, Benefits Negotiation, Temporary Placement, Due Diligence, Financial Modeling, Interviews, Finance, Internet Recruiting, Business Development, Networking, Onboarding, Executive Search, Technical Recruiting, Transaction Processing, Screening Resumes, Contract Recruitment, Financial Services, Management, Time Management
Education
State University of New York College at Oswego 1994 — 1999
Bachelors, Public Justice
Citi March 2015 - Present
HBO March 2014 - March 2015
Sony Music Entertainment December 2012 - January 2014
PwC November 2011 - December 2012
Forrest Solutions Group February 2011 - November 2011
KFORCE October 2007 - February 2011
Michael Page International 2005 - 2007
SUNY Oswego 1999 - 2002
Skills
Talent Acquisition, Recruitment/Retention, Valuation, Transaction Services, M&A due diligence, Assurance, Restructuring, Quantitative Modeling, Big 4, Talent Identification, Salary Negotiation, Contract Negotiation, Headhunting, Talent Management, Consulting, Leadership, Recruiting, Benefits Negotiation, Temporary Placement, Due Diligence, Financial Modeling, Interviews, Finance, Internet Recruiting, Business Development, Networking, Onboarding, Executive Search, Technical Recruiting, Transaction Processing, Screening Resumes, Contract Recruitment, Financial Services, Management, Time Management
Education
State University of New York College at Oswego 1994 — 1999
Bachelors, Public Justice
Conor McElhearn's Citi Experience June 2014 - Present
Job Triparty Liquidity Management and Funding Operations at Citi
Industry Banking
Experience
Citi June 2014 - Present
SUNY Oneonta January 2014 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
SUNY Oneonta February 2013 - May 2013
SUNY Oneonta September 2012 - December 2012
Tradition June 2010 - August 2010
Tradition June 2009 - August 2009
Skills
Microsoft Excel, Public Speaking, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Time Management, Research, Access, Finance, Social Networking, Analysis, Management, Leadership, Data Analysis, Data Entry, Customer Service, Team Building, Bloomberg, Team Leadership, Market Research, Financial Analysis, Databases, Economics, Mutual Funds, Dreamweaver, Windows, Financial Markets, Equities, Financial Reporting, C++, RSA Ace Server, Training, Mentoring, Project Management, Presentation Coaching
Education
State University of New York College at Oneonta 2009 — 2014
Bachelor's Degree, Business/Managerial Economics, 3.9
Monsignor Farrell 2005 — 2009
Citi June 2014 - Present
SUNY Oneonta January 2014 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
SUNY Oneonta February 2013 - May 2013
SUNY Oneonta September 2012 - December 2012
Tradition June 2010 - August 2010
Tradition June 2009 - August 2009
Skills
Microsoft Excel, Public Speaking, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Time Management, Research, Access, Finance, Social Networking, Analysis, Management, Leadership, Data Analysis, Data Entry, Customer Service, Team Building, Bloomberg, Team Leadership, Market Research, Financial Analysis, Databases, Economics, Mutual Funds, Dreamweaver, Windows, Financial Markets, Equities, Financial Reporting, C++, RSA Ace Server, Training, Mentoring, Project Management, Presentation Coaching
Education
State University of New York College at Oneonta 2009 — 2014
Bachelor's Degree, Business/Managerial Economics, 3.9
Monsignor Farrell 2005 — 2009
Donald Kelly Donald Kelly's Citi Experience 1988 - 1993
Job Account Manager at Gateway Title Agency
Industry Insurance
Experience
Account Manager June 2013 - Present
Chase July 2010 - June 2013
Home Savings of America 2008 - 2010
Sovereign Bank January 2002 - June 2008
CIT 2000 - 2002
HSBC 1996 - 2000
National Standard Mortgage Company 1993 - 1996
Citi 1988 - 1993
Prudential Mortgagee 1985 - 1988
Resource Funding Group 1982 - 1985
Skills
Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Loans, Refinance, FHA, VA loans, Loan Origination, Mortgage Banking, Reverse Mortgages, FHA financing, Certified Mortgage..., Consumer Lending, Government Loans, USDA, Loss Mitigation, Commercial Lending, Commercial Mortgages, Credit Analysis, FHA Financing, VA Loans
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Account Manager June 2013 - Present
Chase July 2010 - June 2013
Home Savings of America 2008 - 2010
Sovereign Bank January 2002 - June 2008
CIT 2000 - 2002
HSBC 1996 - 2000
National Standard Mortgage Company 1993 - 1996
Citi 1988 - 1993
Prudential Mortgagee 1985 - 1988
Resource Funding Group 1982 - 1985
Skills
Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Loans, Refinance, FHA, VA loans, Loan Origination, Mortgage Banking, Reverse Mortgages, FHA financing, Certified Mortgage..., Consumer Lending, Government Loans, USDA, Loss Mitigation, Commercial Lending, Commercial Mortgages, Credit Analysis, FHA Financing, VA Loans
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Bill DeGraff Bill DeGraff's Citi Experience 1985 - 1989
Job Product Management/Strategic Marketing Consultant Guru
Industry Program Development
Experience
Nonprofit Volunteer Extraordinaire August 2014 - Present
Product Management/Strategic Marketing Consultant January 2007 - Present
Direct Connect LLC September 2012 - June 2014
FrontStream Payments January 2011 - September 2012
Official Payments Corporation (Tier Technology) 2009 - March 2011
Autoscribe 2007 - 2009
MasterCard 2005 - 2007
Visa 1990 - 2004
Citi 1985 - 1989
Skills
Product Management, Strategic Partnerships, ACH, Payments, Payment Processing, Cards, Payment Gateways, E-commerce, Electronic Payments, Product Development, Sales Management, New Business Development, Credit Cards, Strategic Planning, Merchant Services, Mobile Payments, Payment Systems, Product Marketing, Debit Cards, Marketing Strategy, Credit Card Processing, Product Strategy, Competitive Analysis, Banking, Transaction Processing, EMV, Marketing, Payment Cards, Business Development, Executive Management, Leadership, Mobile Devices, Program Management, Lead Generation, Management, Acquiring, Payment Card Processing, Business Strategy, Vendor Management, Strategy, Mobile Banking, Sales, E-payments, Relationship Management, Payment Services, Mobile Commerce, PCI DSS, Financial Services, Internet Banking, Payment Industry
Education
State University of New York College at Oswego
BS
University at Albany, SUNY
MS
Nonprofit Volunteer Extraordinaire August 2014 - Present
Product Management/Strategic Marketing Consultant January 2007 - Present
Direct Connect LLC September 2012 - June 2014
FrontStream Payments January 2011 - September 2012
Official Payments Corporation (Tier Technology) 2009 - March 2011
Autoscribe 2007 - 2009
MasterCard 2005 - 2007
Visa 1990 - 2004
Citi 1985 - 1989
Skills
Product Management, Strategic Partnerships, ACH, Payments, Payment Processing, Cards, Payment Gateways, E-commerce, Electronic Payments, Product Development, Sales Management, New Business Development, Credit Cards, Strategic Planning, Merchant Services, Mobile Payments, Payment Systems, Product Marketing, Debit Cards, Marketing Strategy, Credit Card Processing, Product Strategy, Competitive Analysis, Banking, Transaction Processing, EMV, Marketing, Payment Cards, Business Development, Executive Management, Leadership, Mobile Devices, Program Management, Lead Generation, Management, Acquiring, Payment Card Processing, Business Strategy, Vendor Management, Strategy, Mobile Banking, Sales, E-payments, Relationship Management, Payment Services, Mobile Commerce, PCI DSS, Financial Services, Internet Banking, Payment Industry
Education
State University of New York College at Oswego
BS
University at Albany, SUNY
MS
Ashraf Ahmad Ashraf Ahmad's Citi Experience July 2007 - December 2007
Job Portfolio Accountant 3
Industry Financial Services
Experience
Wells Capital Management (Wells Fargo) October 2013 - Present
Nuveen Investments May 2008 - September 2012
Fannie Mae 2012 - 2012
Citi July 2007 - December 2007
JPMorgan Chase March 2005 - May 2007
Citigroup July 2004 - November 2004
CBIZ - Century Business Services Company February 2000 - June 2004
Skills
Portfolio Management, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Management, Finance, Derivatives, Securities, Mutual Funds, Investments, Analysis, Bonds, Management, Fixed Income
Education
Old Westbury University (SUNY) 1995 — 1999
Bachelor of Science, Finance
State University of New York College at Old Westbury 1995 — 1999
BS, Finance
Wells Capital Management (Wells Fargo) October 2013 - Present
Nuveen Investments May 2008 - September 2012
Fannie Mae 2012 - 2012
Citi July 2007 - December 2007
JPMorgan Chase March 2005 - May 2007
Citigroup July 2004 - November 2004
CBIZ - Century Business Services Company February 2000 - June 2004
Skills
Portfolio Management, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Management, Finance, Derivatives, Securities, Mutual Funds, Investments, Analysis, Bonds, Management, Fixed Income
Education
Old Westbury University (SUNY) 1995 — 1999
Bachelor of Science, Finance
State University of New York College at Old Westbury 1995 — 1999
BS, Finance
Lorraine Berge Lorraine Berge's Citi Experience November 2009 - Present
Job Director at Citi
Industry Information Technology and Services
Experience
Citi November 2009 - Present
Barclays Capital 2009 - 2009
Lehman Brothers October 1998 - September 2008
Education
State University of New York College at Plattsburgh 1992 — 1996
Citi November 2009 - Present
Barclays Capital 2009 - 2009
Lehman Brothers October 1998 - September 2008
Education
State University of New York College at Plattsburgh 1992 — 1996
Rhea Wett Rhea Wett's Citi Experience March 2005 - February 2010
Job Credit Card Professional
Industry Financial Services
Experience
Citi March 2005 - February 2010
Citigroup 2006 - 2010
Citi January 2001 - February 2005
JP Morgan Chase January 2000 - December 2000
Skills
Cross-functional Team..., Strategy, Management, Operations Management
Education
State University of New York College at Plattsburgh
B.S., Business
Citi March 2005 - February 2010
Citigroup 2006 - 2010
Citi January 2001 - February 2005
JP Morgan Chase January 2000 - December 2000
Skills
Cross-functional Team..., Strategy, Management, Operations Management
Education
State University of New York College at Plattsburgh
B.S., Business
James McMahon James McMahon's Citi Experience 1994 - 1997
Job VP Electronic Desk EMS at ITG
Industry Financial Services
Experience
ITG November 2013 - Present
SunGard Brokerage & Securities Services LLC June 2009 - Present
Lava Electronic Execution Technology @ Citi August 2006 - June 2009
Joseph Stevens July 2005 - August 2006
Pershing Trading Co. February 1997 - July 2005
Citi 1994 - 1997
Waterhouse securities 1993 - 1994
Skills
Equity Trading, Options, Trading, Series 24, Equities, Customer Relations, Algorithms, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Bloomberg, Financial Markets, Series 63, Capital Markets, Market Making, Risk, Order Management, Smart Order Routing, Trading Strategies, Brokerage
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, International Business
ITG November 2013 - Present
SunGard Brokerage & Securities Services LLC June 2009 - Present
Lava Electronic Execution Technology @ Citi August 2006 - June 2009
Joseph Stevens July 2005 - August 2006
Pershing Trading Co. February 1997 - July 2005
Citi 1994 - 1997
Waterhouse securities 1993 - 1994
Skills
Equity Trading, Options, Trading, Series 24, Equities, Customer Relations, Algorithms, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Bloomberg, Financial Markets, Series 63, Capital Markets, Market Making, Risk, Order Management, Smart Order Routing, Trading Strategies, Brokerage
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, International Business
Fredric Burke Fredric Burke's Citi Experience November 1997 - February 2007
Job Americas Business Continuity and Crisis Management Head, ING
Industry Financial Services
Experience
CB Richard Ellis October 2009 - Present
Deblankson Associates March 2009 - October 2009
Goldman Sachs Investment Management Division February 2007 - November 2008
Citigroup November 1997 - February 2007
Citi November 1997 - February 2007
Microbank Software 1996 - 1997
IMI Systems 1993 - 1997
PC Magazine 1987 - 1993
Education
State University of New York College at Potsdam 1982 — 1986
BA, English
CB Richard Ellis October 2009 - Present
Deblankson Associates March 2009 - October 2009
Goldman Sachs Investment Management Division February 2007 - November 2008
Citigroup November 1997 - February 2007
Citi November 1997 - February 2007
Microbank Software 1996 - 1997
IMI Systems 1993 - 1997
PC Magazine 1987 - 1993
Education
State University of New York College at Potsdam 1982 — 1986
BA, English
Corey Cecchini Corey Cecchini's Citi Experience 1996 - 1998
Job Director, Commodity Product Development at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial January 1998 - Present
Citi 1996 - 1998
EJV Partners 1991 - 1996
Syltel Information Systems 1989 - 1991
Reuters Financial Software 1987 - 1988
Megadata Corporation 1986 - 1987
NoHalt Computer Systems 1984 - 1986
Skills
Product Development, SQL, Project Management, Software Development, Business Analysis, Microsoft Office, Integration, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Databases, SDLC, Trading, Trading Systems, Software Project..., Business Process, Risk Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
Master of Business Administration (M.B.A.), Info Systems/Management, 3.5
State University of New York at Albany 1982 — 1984
Bachelor of Science (BS), Cum Laude, Mathematics / Computer Science, 3.27
State University of New York College at Oneonta 1980 — 1982
Business Administration and Management, General
OpenLink Financial January 1998 - Present
Citi 1996 - 1998
EJV Partners 1991 - 1996
Syltel Information Systems 1989 - 1991
Reuters Financial Software 1987 - 1988
Megadata Corporation 1986 - 1987
NoHalt Computer Systems 1984 - 1986
Skills
Product Development, SQL, Project Management, Software Development, Business Analysis, Microsoft Office, Integration, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Databases, SDLC, Trading, Trading Systems, Software Project..., Business Process, Risk Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
Master of Business Administration (M.B.A.), Info Systems/Management, 3.5
State University of New York at Albany 1982 — 1984
Bachelor of Science (BS), Cum Laude, Mathematics / Computer Science, 3.27
State University of New York College at Oneonta 1980 — 1982
Business Administration and Management, General
Frank Tsibu Frank Tsibu's Citi Experience August 2010 - Present
Job Sr Lead Test Analyst at Citigroup VP
Industry Computer Software
Experience
Citi August 2010 - Present
Suny College at Oneonta Academic IT August 2009 - May 2010
Adex telecommunication/AT&T May 2006 - August 2009
Citigroup July 2004 - September 2004
Education
State University of New York College at Oneonta 2005 — 2010
Bachalor of Science and Social Science, Computer Science and Business Management
Citi August 2010 - Present
Suny College at Oneonta Academic IT August 2009 - May 2010
Adex telecommunication/AT&T May 2006 - August 2009
Citigroup July 2004 - September 2004
Education
State University of New York College at Oneonta 2005 — 2010
Bachalor of Science and Social Science, Computer Science and Business Management
Alicia Mandel Alicia Mandel's Citi Experience 1987 - 1993
Job
Industry Education Management
Experience
Apollo Group September 2009 - Present
United States Olympic Committee August 2006 - August 2009
Asurion February 2004 - April 2006
American Express 1993 - 2003
Citi 1987 - 1993
Skills
Organizational..., Leadership, Leadership Development, Human Resources, Public Speaking, Management, Coaching, Organizational..., Talent Management, Succession Planning, Employee Engagement, Training, Project Management, Performance Management, Onboarding, Strategic Planning, Strategy, Customer Service, Instructional Design, Program Management, Team Building, Change Management, Strategic Communications
Education
State University of New York College at Oswego 1982 — 1986
BA, Communications, Sociology
The New School
Masters of Human Resource Management, 85% completition due to travel schedule
Apollo Group September 2009 - Present
United States Olympic Committee August 2006 - August 2009
Asurion February 2004 - April 2006
American Express 1993 - 2003
Citi 1987 - 1993
Skills
Organizational..., Leadership, Leadership Development, Human Resources, Public Speaking, Management, Coaching, Organizational..., Talent Management, Succession Planning, Employee Engagement, Training, Project Management, Performance Management, Onboarding, Strategic Planning, Strategy, Customer Service, Instructional Design, Program Management, Team Building, Change Management, Strategic Communications
Education
State University of New York College at Oswego 1982 — 1986
BA, Communications, Sociology
The New School
Masters of Human Resource Management, 85% completition due to travel schedule
Robert Couse Robert Couse's Citi Experience 2011 - 2011
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2006 - Present
JPMorgan Chase July 2008 - August 2012
Citi 2011 - 2011
Skills
Leadership, Recruiting, Training, Business Planning, Analysis, Insurance, Finance, Financial Services, Hiring, Investments, Securities, Retirement Planning, Mutual Funds, Portfolio Management, Financial Analysis, Strategic Financial..., Business, Series 7, Risk Management, Banking, Asset Management, Series 63, Wealth Management
Education
SUNY Oneonta 2002 — 2005
Bachelor of Science (B.S.), Business/Managerial Economics
New York Life Insurance Company November 2006 - Present
JPMorgan Chase July 2008 - August 2012
Citi 2011 - 2011
Skills
Leadership, Recruiting, Training, Business Planning, Analysis, Insurance, Finance, Financial Services, Hiring, Investments, Securities, Retirement Planning, Mutual Funds, Portfolio Management, Financial Analysis, Strategic Financial..., Business, Series 7, Risk Management, Banking, Asset Management, Series 63, Wealth Management
Education
SUNY Oneonta 2002 — 2005
Bachelor of Science (B.S.), Business/Managerial Economics
Catie Shine's Citi Experience May 2013 - Present
Job Senior Operational Risk Manager at Citi
Industry Financial Services
Experience
Citi May 2013 - Present
Citi February 2007 - May 2013
HSBC June 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Citi May 2013 - Present
Citi February 2007 - May 2013
HSBC June 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Karen Friedman Karen Friedman's Citi Experience March 2010 - April 2013
Job Knowledge Base Content Specialist at Bigcommerce
Industry Information Technology and Services
Experience
Bigcommerce April 2014 - Present
Bigcommerce May 2013 - April 2014
Citi March 2010 - April 2013
University of Colorado Book Store May 2008 - August 2009
Skills
Technical Writing, Data Analysis, E-commerce, Salesforce.com, HTML, Microsoft Office, Customer Service, Troubleshooting, Microsoft Excel, CRM, Technical Support, PowerPoint, Editing, Java, CSS, Management, C++, Web Development, Research, Social Media, Microsoft Word
Education
University of Colorado at Boulder 2007 — 2009
M.A.T., Classics and Classical Languages, Literatures, and Linguistics
SUNY Geneseo 2003 — 2007
Bachelor of Arts (BA), Anthropology
Bigcommerce April 2014 - Present
Bigcommerce May 2013 - April 2014
Citi March 2010 - April 2013
University of Colorado Book Store May 2008 - August 2009
Skills
Technical Writing, Data Analysis, E-commerce, Salesforce.com, HTML, Microsoft Office, Customer Service, Troubleshooting, Microsoft Excel, CRM, Technical Support, PowerPoint, Editing, Java, CSS, Management, C++, Web Development, Research, Social Media, Microsoft Word
Education
University of Colorado at Boulder 2007 — 2009
M.A.T., Classics and Classical Languages, Literatures, and Linguistics
SUNY Geneseo 2003 — 2007
Bachelor of Arts (BA), Anthropology
Sally Sheperd's Citi Experience April 2013 - Present
Job Project Manager at Citi
Industry Information Technology and Services
Experience
Citi April 2013 - Present
National Nuclear Security Administration January 2010 - April 2013
Program Management Associates October 2008 - December 2009
U.S. Department of Commerce April 2003 - October 2008
US Census Bureau August 1998 - March 2003
Skills
SharePoint 2010, ASP.NET 3.5, C#.NET, Visual Studio 2008, HTML, SQL, Microsoft SQL Server, VBA, Oracle PL/SQL..., Project Management, Writing, SharePoint, Web Applications, Analysis, Information Assurance, Federal Government, Software Project..., Programming, Windows, VMware, IT Management, System Administration, SDLC, CSS, JavaScript, Active Directory, C#, Integration, ASP, Software Engineering, Government, ASP.NET, Software Design, Security, Linux, Program Management, Vulnerability Assessment, Requirements Analysis, Testing, Visual Studio, Business Analysis, Disaster Recovery, ITIL, PL/SQL, CISSP, IIS, Software Development, Troubleshooting, Enterprise Architecture, Access
Education
State University of New York at Oswego 1994 — 1998
BA, Psychology
Citi April 2013 - Present
National Nuclear Security Administration January 2010 - April 2013
Program Management Associates October 2008 - December 2009
U.S. Department of Commerce April 2003 - October 2008
US Census Bureau August 1998 - March 2003
Skills
SharePoint 2010, ASP.NET 3.5, C#.NET, Visual Studio 2008, HTML, SQL, Microsoft SQL Server, VBA, Oracle PL/SQL..., Project Management, Writing, SharePoint, Web Applications, Analysis, Information Assurance, Federal Government, Software Project..., Programming, Windows, VMware, IT Management, System Administration, SDLC, CSS, JavaScript, Active Directory, C#, Integration, ASP, Software Engineering, Government, ASP.NET, Software Design, Security, Linux, Program Management, Vulnerability Assessment, Requirements Analysis, Testing, Visual Studio, Business Analysis, Disaster Recovery, ITIL, PL/SQL, CISSP, IIS, Software Development, Troubleshooting, Enterprise Architecture, Access
Education
State University of New York at Oswego 1994 — 1998
BA, Psychology
Tim Oreilly Tim Oreilly's Citi Experience January 2013 - Present
Job Recruiting Group Manager, O&T at Citi
Industry Human Resources
Experience
Citi January 2013 - Present
Citi 2007 - December 2012
Citi January 2004 - 2007
JWT Employment Communications 2000 - 2003
Society for Human Resource Management 1998 - 2000
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Management, College Recruiting, Talent Management, Human Resources, Employee Relations, Performance Management, Internet Recruiting, Personnel Management, Deferred Compensation, Employee Engagement, Leadership
Education
State University of New York College at Oswego 1990 — 1994
BS, Human Resource Management
Citi January 2013 - Present
Citi 2007 - December 2012
Citi January 2004 - 2007
JWT Employment Communications 2000 - 2003
Society for Human Resource Management 1998 - 2000
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Management, College Recruiting, Talent Management, Human Resources, Employee Relations, Performance Management, Internet Recruiting, Personnel Management, Deferred Compensation, Employee Engagement, Leadership
Education
State University of New York College at Oswego 1990 — 1994
BS, Human Resource Management
John Schlant John Schlant's Citi Experience May 2011 - August 2011
Job Senior Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2013 - Present
Zdarsky, Sawicki and Agostinelli LLP March 2011 - September 2011
Citi May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Risk, Credit Risk, Financial Accounting, Financial Reporting, Bankruptcy, Accounting, US GAAP, Corporate Finance, Data Analysis, Strategy, Due Diligence, Capital Markets, Microsoft Excel, Finance, Securities, Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Masters of Science, Accountancy
State University of New York College at Geneseo 2008 — 2012
Bachelors of Science, Accounting
PricewaterhouseCoopers August 2013 - Present
Zdarsky, Sawicki and Agostinelli LLP March 2011 - September 2011
Citi May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Risk, Credit Risk, Financial Accounting, Financial Reporting, Bankruptcy, Accounting, US GAAP, Corporate Finance, Data Analysis, Strategy, Due Diligence, Capital Markets, Microsoft Excel, Finance, Securities, Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Masters of Science, Accountancy
State University of New York College at Geneseo 2008 — 2012
Bachelors of Science, Accounting
Erin Crise Erin Crise's Citi Experience July 2014 - Present
Job Associate Securities Processing Analyst 2
Industry Banking
Experience
Citi July 2014 - Present
Citi December 2012 - July 2014
The Paper Factory January 2006 - February 2013
Skills
Foreign Exchange, Customer Service, Investigation, FX Options, Microsoft Office, Employee Training, Organization, Communication, Time Management, Social Media, Critical Thinking
Education
State University of New York at Oswego 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Citi July 2014 - Present
Citi December 2012 - July 2014
The Paper Factory January 2006 - February 2013
Skills
Foreign Exchange, Customer Service, Investigation, FX Options, Microsoft Office, Employee Training, Organization, Communication, Time Management, Social Media, Critical Thinking
Education
State University of New York at Oswego 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Tyler Tucker Tyler Tucker's Citi Experience April 2014 - Present
Job Analyst at Citi
Industry Banking
Experience
Citi April 2014 - Present
M&T Securities October 2013 - April 2014
M&T Securities August 2012 - October 2013
M&T Bank June 2011 - July 2012
M&T Bank August 2009 - June 2011
M&T Bank January 2006 - August 2009
Skills
Management, Microsoft Excel, Microsoft Office, Customer Service, Sales, Leadership, Microsoft Word, Analysis, Banking, Public Speaking
Education
University at Buffalo, School of Management 2009 — 2011
Bachelor of Science, Business Administration
State University of New York College at Cortland 2007 — 2009
Business Economics
Citi April 2014 - Present
M&T Securities October 2013 - April 2014
M&T Securities August 2012 - October 2013
M&T Bank June 2011 - July 2012
M&T Bank August 2009 - June 2011
M&T Bank January 2006 - August 2009
Skills
Management, Microsoft Excel, Microsoft Office, Customer Service, Sales, Leadership, Microsoft Word, Analysis, Banking, Public Speaking
Education
University at Buffalo, School of Management 2009 — 2011
Bachelor of Science, Business Administration
State University of New York College at Cortland 2007 — 2009
Business Economics
Jennifer Hogan Jennifer Hogan's Citi Experience September 2014 - Present
Job VP Field Sales, Citi Retail Services at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
CareCredit June 2011 - September 2014
Ophthonix, Inc January 2008 - June 2011
Bausch + Lomb October 2006 - January 2008
Skills
New Business Development, Sales Operations, Medical Devices, Account Management, Healthcare, Sales Management
Education
SUNY Geneseo 1993 — 1997
BS, Communicative Disorders and Sciences
SUNY Geneseo 1993 — 1997
Bachelor of Science (BS), Communicative Disorders and Sciences
Citi September 2014 - Present
CareCredit June 2011 - September 2014
Ophthonix, Inc January 2008 - June 2011
Bausch + Lomb October 2006 - January 2008
Skills
New Business Development, Sales Operations, Medical Devices, Account Management, Healthcare, Sales Management
Education
SUNY Geneseo 1993 — 1997
BS, Communicative Disorders and Sciences
SUNY Geneseo 1993 — 1997
Bachelor of Science (BS), Communicative Disorders and Sciences
Jessica Bellanca Jessica Bellanca's Citi Experience April 2013 - Present
Job SVP / Project Group Manager for Compliance Project Strategy Office at Citi
Industry Banking
Experience
Citi April 2013 - Present
Citigroup November 2011 - April 2013
Ernst & Young April 1999 - November 2011
Education
SUNY Geneseo
Bachelor's, Business Management
Citi April 2013 - Present
Citigroup November 2011 - April 2013
Ernst & Young April 1999 - November 2011
Education
SUNY Geneseo
Bachelor's, Business Management
Matt Ohrvall Matt Ohrvall's Citi Experience April 2012 - Present
Job Sales Manager at Citi
Industry Marketing and Advertising
Experience
Citi April 2012 - Present
Hudson Valley Federal Credit Union September 2009 - April 2012
InterContinental Capital Group April 2009 - September 2009
CitiMortgage May 2005 - February 2009
Mortgage IT April 2004 - May 2005
CitiMortgage June 2003 - February 2004
CitiMortgage July 2001 - June 2003
CitiMortgage November 1998 - July 2001
Personal Mortgage Corporation April 1997 - November 1998
Skills
Mortgage Lending, Mortgage Banking, Training, Sales, Investment Properties, FHA, Customer Service, Credit
Education
State University of New York College at Oswego 1991 — 1995
BS, Business
Citi April 2012 - Present
Hudson Valley Federal Credit Union September 2009 - April 2012
InterContinental Capital Group April 2009 - September 2009
CitiMortgage May 2005 - February 2009
Mortgage IT April 2004 - May 2005
CitiMortgage June 2003 - February 2004
CitiMortgage July 2001 - June 2003
CitiMortgage November 1998 - July 2001
Personal Mortgage Corporation April 1997 - November 1998
Skills
Mortgage Lending, Mortgage Banking, Training, Sales, Investment Properties, FHA, Customer Service, Credit
Education
State University of New York College at Oswego 1991 — 1995
BS, Business
Benjamin Mangus Benjamin Mangus's Citi Experience Finance StudentSUNY PlattsburghAugust 2009 - December 2013
Job Financial Product Control Analyst
Industry Financial Services
Experience
Citi Finance StudentSUNY PlattsburghAugust 2009 - December 2013
IBM June 2012 - December 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Business Analysis, Auditing, SAP, Financial Modeling, Internal Audit, Managerial Finance, Finance, Business Process..., Forecasting
Education
SUNY Plattsburgh 2009 — 2013
Bachelor's degree, Accounting and Finance
State University of New York College at Plattsburgh 2009 — 2013
Bachelor of Science (BS), Finance, General
Citi Finance StudentSUNY PlattsburghAugust 2009 - December 2013
IBM June 2012 - December 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Business Analysis, Auditing, SAP, Financial Modeling, Internal Audit, Managerial Finance, Finance, Business Process..., Forecasting
Education
SUNY Plattsburgh 2009 — 2013
Bachelor's degree, Accounting and Finance
State University of New York College at Plattsburgh 2009 — 2013
Bachelor of Science (BS), Finance, General
Wesley Abraham Wesley Abraham's Citi Experience 2015 - Present
Job Assistant Vice President, Credit & Portfolio Analysis at Citi
Industry Investment Banking
Experience
Citi 2015 - Present
Ipreo 2013 - 2015
Empire Valuation Consultants June 2012 - October 2012
Transcend Technologies February 2009 - February 2012
Kedem capital September 2008 - November 2010
Commerce Inc. July 2008 - September 2008
Skills
Analysis, Business Planning, Competitive Analysis, Corporate Finance, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Mergers, Investments, Valuation
Education
Simon School of Business, University of Rochester 2011 — 2012
Masters of Business Administration (MBA), Corporate Finance & Accounting
State University of New York College at Geneseo 2004 — 2008
Bachelors in Arts and Business, Political Science and Business Administration
Great Neck South High School
Citi 2015 - Present
Ipreo 2013 - 2015
Empire Valuation Consultants June 2012 - October 2012
Transcend Technologies February 2009 - February 2012
Kedem capital September 2008 - November 2010
Commerce Inc. July 2008 - September 2008
Skills
Analysis, Business Planning, Competitive Analysis, Corporate Finance, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Mergers, Investments, Valuation
Education
Simon School of Business, University of Rochester 2011 — 2012
Masters of Business Administration (MBA), Corporate Finance & Accounting
State University of New York College at Geneseo 2004 — 2008
Bachelors in Arts and Business, Political Science and Business Administration
Great Neck South High School
Shawn Kormanek Shawn Kormanek's Citi Experience February 2015 - Present
Job Managing Director
Industry Banking
Experience
Citi February 2015 - Present
Citi March 2013 - Present
Citibank July 2010 - April 2013
Citibank October 2006 - July 2010
Citigroup 2006 - July 2010
Citi 2005 - July 2010
GE Money 2005 - 2006
GE Money Bank 2004 - 2005
Bank of America 1995 - 1998
Skills
Banking, Budgets, Coaching, Credit, Credit Cards, Credit Risk, Customer Service, Employee Relations, Financial Risk, Financial Services, Leadership, Loans, Management, Mergers, Mortgage Lending, Operational Risk, Outsourcing, Performance Management, Process Improvement, Retail Banking, Risk Management, Six Sigma, Sourcing, Strategic Planning, Strategy, Vendor Management
Education
State University of New York College at Cortland 1988 — 1992
Bachelor's degree, Political Science and Government
Citi February 2015 - Present
Citi March 2013 - Present
Citibank July 2010 - April 2013
Citibank October 2006 - July 2010
Citigroup 2006 - July 2010
Citi 2005 - July 2010
GE Money 2005 - 2006
GE Money Bank 2004 - 2005
Bank of America 1995 - 1998
Skills
Banking, Budgets, Coaching, Credit, Credit Cards, Credit Risk, Customer Service, Employee Relations, Financial Risk, Financial Services, Leadership, Loans, Management, Mergers, Mortgage Lending, Operational Risk, Outsourcing, Performance Management, Process Improvement, Retail Banking, Risk Management, Six Sigma, Sourcing, Strategic Planning, Strategy, Vendor Management
Education
State University of New York College at Cortland 1988 — 1992
Bachelor's degree, Political Science and Government
Theresa Tsounis Theresa Tsounis's Citi Experience August 2009 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi August 2009 - Present
Citi, Personal Wealth Management 2006 - August 2009
TD Ameritrade 2001 - 2006
Datek 1999 - 2001
Education
State University of New York College at Oswego 1992 — 1996
Citi August 2009 - Present
Citi, Personal Wealth Management 2006 - August 2009
TD Ameritrade 2001 - 2006
Datek 1999 - 2001
Education
State University of New York College at Oswego 1992 — 1996
Dan Zaveckas Dan Zaveckas's Citi Experience 2012 - 2014
Job Vice President Branch Manager at Astoria Bank
Industry Banking
Experience
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Brett Van Valkenburg Brett Van Valkenburg's Citi Experience July 2011 - Present
Job Proposal Manager at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Citigroup June 2005 - July 2011
Shecky's Media, Inc. January 2009 - February 2010
Skills
Public Speaking, Social Media, Research, Outlook, Customer Service, Writing, Creative Writing, Proposal Writing, Microsoft Word, Microsoft Excel, Project Management, Financial Analysis, Editing, Sales
Education
SUNY 2000 — 2004
BS, Mass Communications
State University of New York College at Oneonta 2000 — 2004
BS, Mass Communication/Media Studies
Citi July 2011 - Present
Citigroup June 2005 - July 2011
Shecky's Media, Inc. January 2009 - February 2010
Skills
Public Speaking, Social Media, Research, Outlook, Customer Service, Writing, Creative Writing, Proposal Writing, Microsoft Word, Microsoft Excel, Project Management, Financial Analysis, Editing, Sales
Education
SUNY 2000 — 2004
BS, Mass Communications
State University of New York College at Oneonta 2000 — 2004
BS, Mass Communication/Media Studies
Kimberly McDonough, MBA Kimberly McDonough, MBA's Citi Experience March 2006 - June 2007
Job Senior FP&A Analyst at GE
Industry Accounting
Experience
GE May 2012 - Present
Bank of America November 2008 - May 2012
Bank of America August 2007 - November 2008
Citi March 2006 - June 2007
New York State Division of Housing and Community Renewal November 2003 - February 2006
GE March 2000 - November 2003
Skills
Financial Planning &..., Internal Audit &..., Expense Reduction, Policies & Procedures..., Report & Document..., Spreadsheet Creation &..., Productivity and..., Change Management, Six Sigma Green Belt, Internal Controls, Vendor Management, Six Sigma, Strategic Planning, Policy, Program Management, Accounting, Team Building, PMO, Forecasting, Strategic Financial...
Education
State University of New York at Albany 1998 — 2001
MBA, Finance
SUNY Geneseo 1987 — 1991
BS, Accounting
SUNY Geneseo 1987 — 1991
Bachelor of Science (BS), Accounting, 3.0
GE May 2012 - Present
Bank of America November 2008 - May 2012
Bank of America August 2007 - November 2008
Citi March 2006 - June 2007
New York State Division of Housing and Community Renewal November 2003 - February 2006
GE March 2000 - November 2003
Skills
Financial Planning &..., Internal Audit &..., Expense Reduction, Policies & Procedures..., Report & Document..., Spreadsheet Creation &..., Productivity and..., Change Management, Six Sigma Green Belt, Internal Controls, Vendor Management, Six Sigma, Strategic Planning, Policy, Program Management, Accounting, Team Building, PMO, Forecasting, Strategic Financial...
Education
State University of New York at Albany 1998 — 2001
MBA, Finance
SUNY Geneseo 1987 — 1991
BS, Accounting
SUNY Geneseo 1987 — 1991
Bachelor of Science (BS), Accounting, 3.0
Goodemote, Greg's Citi Experience April 2013 - Present
Job SVP, Director of Technology Business Planning & Analysis (BP&A) Citi Global
Industry Financial Services
Experience
Citi April 2013 - Present
Citi 2010 - 2013
Citigroup May 2007 - August 2010
Citi January 2003 - 2007
Storage Networks 2001 - 2003
Intira Corporation 2000 - 2001
SBC 2000 - 2000
Skills
Strategy, Program Management, Business Process..., Financial Services, Vendor Management, Business Analysis, SDLC, IT Strategy, Project Planning, PMO, Project Management, Portfolio Management, Credit Cards, Banking, Risk Management, Project Portfolio..., Business Development, Cross-functional Team..., Process Improvement, Strategic Planning
Education
State University of New York College at Plattsburgh 1988 — 1992
Citi April 2013 - Present
Citi 2010 - 2013
Citigroup May 2007 - August 2010
Citi January 2003 - 2007
Storage Networks 2001 - 2003
Intira Corporation 2000 - 2001
SBC 2000 - 2000
Skills
Strategy, Program Management, Business Process..., Financial Services, Vendor Management, Business Analysis, SDLC, IT Strategy, Project Planning, PMO, Project Management, Portfolio Management, Credit Cards, Banking, Risk Management, Project Portfolio..., Business Development, Cross-functional Team..., Process Improvement, Strategic Planning
Education
State University of New York College at Plattsburgh 1988 — 1992
Paul DiBenedetto's Citi Experience 1998 - 2001
Job President, M&T Securities
Industry Financial Services
Experience
M&T Bank February 2013 - Present
Cannon Financial Institute January 2012 - February 2013
HSBC 2009 - 2011
Citibank 2004 - 2009
Citibank - London 2001 - 2004
Citi 1998 - 2001
Citibank - Citicorp Investment Services 1991 - 1998
CIGNA, Individual Financial Services 1985 - 1990
Skills
Wealth Management, Sales Management, Retail Banking, Sales, Strategic Financial..., Retirement Solutions, Retirement, Series 7, Series 24, Series 65, Management, Wealth Management..., Portfolio Management, Business Development, Securities, Banking, Business Strategy, Financial Services, Strategy, Investments, Fixed Income, Mutual Funds, Branch Banking, Wealth, Risk Management, Leadership, Relationship Management, Financial Risk, Private Banking, Asset Management, Investment Advisory, Finance, Financial Advisory, Financial Markets, Financial Planning
Education
State University of New York College at Oneonta
B.S.
M&T Bank February 2013 - Present
Cannon Financial Institute January 2012 - February 2013
HSBC 2009 - 2011
Citibank 2004 - 2009
Citibank - London 2001 - 2004
Citi 1998 - 2001
Citibank - Citicorp Investment Services 1991 - 1998
CIGNA, Individual Financial Services 1985 - 1990
Skills
Wealth Management, Sales Management, Retail Banking, Sales, Strategic Financial..., Retirement Solutions, Retirement, Series 7, Series 24, Series 65, Management, Wealth Management..., Portfolio Management, Business Development, Securities, Banking, Business Strategy, Financial Services, Strategy, Investments, Fixed Income, Mutual Funds, Branch Banking, Wealth, Risk Management, Leadership, Relationship Management, Financial Risk, Private Banking, Asset Management, Investment Advisory, Finance, Financial Advisory, Financial Markets, Financial Planning
Education
State University of New York College at Oneonta
B.S.
Lorraine Sembler, PMP's Citi Experience May 1985 - July 1997
Job Program Director at Fiserv
Industry Financial Services
Experience
Fiserv October 2014 - Present
Fiserv May 2014 - September 2014
Standard Chartered Bank March 2013 - April 2014
Fiserv March 2009 - February 2013
SunTrust Bank 2008 - December 2009
HSBC Bank November 2004 - June 2006
Deutsche Bank 2001 - 2004
CriticalEdge Group, Inc. July 2000 - September 2001
ABN AMRO July 1997 - 2000
Citi May 1985 - July 1997
Skills
Banking, CRM, Project Management, User Acceptance Testing, Cash Management, Management, Payments, Sales, Cross-functional Team..., Internet Banking, Testing, Treasury Management, SDLC
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor's degree, Business Economics
Fiserv October 2014 - Present
Fiserv May 2014 - September 2014
Standard Chartered Bank March 2013 - April 2014
Fiserv March 2009 - February 2013
SunTrust Bank 2008 - December 2009
HSBC Bank November 2004 - June 2006
Deutsche Bank 2001 - 2004
CriticalEdge Group, Inc. July 2000 - September 2001
ABN AMRO July 1997 - 2000
Citi May 1985 - July 1997
Skills
Banking, CRM, Project Management, User Acceptance Testing, Cash Management, Management, Payments, Sales, Cross-functional Team..., Internet Banking, Testing, Treasury Management, SDLC
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor's degree, Business Economics
Marc Hirschfield, CPA (inactive)'s Citi Experience July 1998 - November 2007
Job Manager at Deloitte Consulting LLP
Industry Banking
Experience
Deloitte January 2013 - Present
TIAA-CREF November 2007 - November 2012
Citi July 1998 - November 2007
Industrial Bank of Japan April 1996 - July 1998
Prudential Relocation March 1990 - April 1996
Prudential 1990 - 1996
Skills
Business Strategy, Business Analysis, Risk Management, SDLC, Financial Services, Vendor Management, Process Improvement, Banking, Data Warehousing, IT Strategy, PMO, Financial Analysis, Business Intelligence, Business Process..., Hyperion Planning, Essbase, Outlooksoft, SAP BPC, DRM, GEAC, General Ledger, Consolidation, UAT coordination, Financial Reporting, Activity Based..., PeopleSoft, SAP
Education
Pace University 1991 — 1995
Master of Science (MS), Finance, General
State University of New York College at Oswego 1987 — 1989
Bachelor of Science (BS), Accounting
University of Arizona 1984 — 1986
Clarkstown High School North 1980 — 1984
Deloitte January 2013 - Present
TIAA-CREF November 2007 - November 2012
Citi July 1998 - November 2007
Industrial Bank of Japan April 1996 - July 1998
Prudential Relocation March 1990 - April 1996
Prudential 1990 - 1996
Skills
Business Strategy, Business Analysis, Risk Management, SDLC, Financial Services, Vendor Management, Process Improvement, Banking, Data Warehousing, IT Strategy, PMO, Financial Analysis, Business Intelligence, Business Process..., Hyperion Planning, Essbase, Outlooksoft, SAP BPC, DRM, GEAC, General Ledger, Consolidation, UAT coordination, Financial Reporting, Activity Based..., PeopleSoft, SAP
Education
Pace University 1991 — 1995
Master of Science (MS), Finance, General
State University of New York College at Oswego 1987 — 1989
Bachelor of Science (BS), Accounting
University of Arizona 1984 — 1986
Clarkstown High School North 1980 — 1984
Kathy Tillwitz's Citi Experience September 1990 - October 1999
Job Managing Director at DBRS
Industry Investment Banking
Experience
DBRS March 2007 - Present
Fitch Ratings May 2001 - March 2007
GE April 2000 - May 2001
Citi September 1990 - October 1999
Dime Community Bancshares May 1986 - September 1990
Skills
Capital Markets, Fixed Income, Portfolio Management, ABS, Securitization, Structured Finance, Valuation, Structured Products, Credit, Derivatives, Investment Banking, Credit Analysis, Credit Risk
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Business Economics
DBRS March 2007 - Present
Fitch Ratings May 2001 - March 2007
GE April 2000 - May 2001
Citi September 1990 - October 1999
Dime Community Bancshares May 1986 - September 1990
Skills
Capital Markets, Fixed Income, Portfolio Management, ABS, Securitization, Structured Finance, Valuation, Structured Products, Credit, Derivatives, Investment Banking, Credit Analysis, Credit Risk
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Business Economics
Lada Chu's Citi Experience October 2012 - Present
Job SVP, Project Director Global Consumer Bank, AML Business Program Management Office at Citi
Industry Banking
Experience
Citi October 2012 - Present
Citi April 2011 - October 2012
Citi February 2009 - April 2011
Citi August 2003 - February 2009
Citi March 2000 - August 2003
Citi March 1999 - March 2000
Citi January 1991 - March 1999
Citi June 1989 - January 1991
Skills
Financial Services, Investments, Financial Analysis, Relationship Management, Commercial Lending, Due Diligence, Global and Regional..., Anti-Money Laundering /..., Process Improvement /..., Line and Staff..., Strategic Planning /..., Sales Performance /..., Change Management /..., Talent Management
Education
State University of New York College at Geneseo 1984 — 1988
BA, History
Citi October 2012 - Present
Citi April 2011 - October 2012
Citi February 2009 - April 2011
Citi August 2003 - February 2009
Citi March 2000 - August 2003
Citi March 1999 - March 2000
Citi January 1991 - March 1999
Citi June 1989 - January 1991
Skills
Financial Services, Investments, Financial Analysis, Relationship Management, Commercial Lending, Due Diligence, Global and Regional..., Anti-Money Laundering /..., Process Improvement /..., Line and Staff..., Strategic Planning /..., Sales Performance /..., Change Management /..., Talent Management
Education
State University of New York College at Geneseo 1984 — 1988
BA, History
Charlotte Lawrence's Citi Experience January 2013 - Present
Job Vice President Sourcing at Citi
Industry Banking
Experience
Citi January 2013 - Present
Citigroup 2006 - Present
Skills
Management, Sourcing, Risk Management
Education
State University of New York College at Oneonta 1974 — 1978
Citi January 2013 - Present
Citigroup 2006 - Present
Skills
Management, Sourcing, Risk Management
Education
State University of New York College at Oneonta 1974 — 1978
Lenora Christopher's Citi Experience January 2008 - October 2009
Job Manager Contract Office at Columbia Management
Industry Financial Services
Experience
Columbia Management November 2014 - Present
Winslow, Evans & Crocker November 2013 - November 2014
JPMorgan Chase January 2011 - November 2013
JPMorgan Hedge Fund Services October 2009 - December 2010
Citi January 2008 - October 2009
Citi June 2006 - January 2008
Demotech, Inc May 2005 - June 2006
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Bloomberg, Cash Management, Hedge Funds, Allocations, Equities, Finance, Financial Analysis, Fund Administration, Fixed Income, Fund Of Funds, Hedge Accounting, Investments, Alternative Investments
Education
State University of New York at Oswego 2001 — 2005
BS, Finance Major, Economics Minor
Columbia Management November 2014 - Present
Winslow, Evans & Crocker November 2013 - November 2014
JPMorgan Chase January 2011 - November 2013
JPMorgan Hedge Fund Services October 2009 - December 2010
Citi January 2008 - October 2009
Citi June 2006 - January 2008
Demotech, Inc May 2005 - June 2006
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Bloomberg, Cash Management, Hedge Funds, Allocations, Equities, Finance, Financial Analysis, Fund Administration, Fixed Income, Fund Of Funds, Hedge Accounting, Investments, Alternative Investments
Education
State University of New York at Oswego 2001 — 2005
BS, Finance Major, Economics Minor
Stephen Ratto's Citi Experience 2002 - Present
Job AVP Systems Analyst at Citigroup
Industry Financial Services
Experience
Citigroup SYSTEM ANALYST VPCITIGROUP2002 - Present
Citi 2002 - Present
Education
State University of New York College at Oneonta 1988 — 1992
Citigroup SYSTEM ANALYST VPCITIGROUP2002 - Present
Citi 2002 - Present
Education
State University of New York College at Oneonta 1988 — 1992
Marcia (Thompson) Young's Citi Experience 1995 - Present
Job Risk Manager at Citi
Industry Financial Services
Experience
Oswego College Foundation 2007 - Present
Citigroup August 1995 - Present
Citi 1995 - Present
Chase Manhattan Bank 1981 - 1995
Skills
Counterparty Risk, Credit Risk, Stress Testing, Operational Risk, Fixed Income, Derivatives, Market Risk, Financial Risk, Liquidity Risk, Capital Markets, Risk Management, Hedge Funds, FX Options, Structured Products, Basel II, Banking, Portfolio Management, Investment Banking
Education
State University of New York College at Oswego
Oswego College Foundation 2007 - Present
Citigroup August 1995 - Present
Citi 1995 - Present
Chase Manhattan Bank 1981 - 1995
Skills
Counterparty Risk, Credit Risk, Stress Testing, Operational Risk, Fixed Income, Derivatives, Market Risk, Financial Risk, Liquidity Risk, Capital Markets, Risk Management, Hedge Funds, FX Options, Structured Products, Basel II, Banking, Portfolio Management, Investment Banking
Education
State University of New York College at Oswego
Clint Hurst's Citi Experience August 2007 - August 2011
Job Branch Manager at Chase
Industry Banking
Experience
Chase September 2011 - Present
Citi August 2007 - August 2011
Citi January 2005 - August 2007
Skills
Credit Analysis, Credit Risk, Commercial Lending, Mortgage Lending, Loan Origination, Credit Cards, Lines Of Credit, Treasury Management, Investments, Private Banking, Financial Services, Finance, Mortgage Banking, Investment Banking, Underwriting, Financial Modeling, Equities, Corporate Finance, Series 63, Capital Markets, Commercial Banking, Credit, Loans, Banking
Education
Stony Brook University 2007 — 2009
State University of New York College at Old Westbury 1999 — 2001
Bachelor of Arts (BA), American/United States Studies/Civilization
Chase September 2011 - Present
Citi August 2007 - August 2011
Citi January 2005 - August 2007
Skills
Credit Analysis, Credit Risk, Commercial Lending, Mortgage Lending, Loan Origination, Credit Cards, Lines Of Credit, Treasury Management, Investments, Private Banking, Financial Services, Finance, Mortgage Banking, Investment Banking, Underwriting, Financial Modeling, Equities, Corporate Finance, Series 63, Capital Markets, Commercial Banking, Credit, Loans, Banking
Education
Stony Brook University 2007 — 2009
State University of New York College at Old Westbury 1999 — 2001
Bachelor of Arts (BA), American/United States Studies/Civilization
Catie Shine's Citi Experience February 2007 - Present
Job VP, Credit & Portfolio Manager at Citi
Industry Investment Banking
Paul Avelluto's Citi Experience July 1998 - July 2000
Job Experienced Property Asset Manager
Industry Real Estate
Experience
AMPP Properties June 2006 - December 2013
Petro-Plumbing Service Group October 2012 - October 2013
ABN AMRO Bank N.V. July 2000 - June 2006
Citi July 1998 - July 2000
Citi July 1996 - July 1998
Citi July 1994 - June 1996
Citi October 1992 - July 1994
Skills
Portfolio Management, Management
Education
State University of New York College at Plattsburgh 1986 — 2011
Bachelor of Applied Science (BASc)
AMPP Properties June 2006 - December 2013
Petro-Plumbing Service Group October 2012 - October 2013
ABN AMRO Bank N.V. July 2000 - June 2006
Citi July 1998 - July 2000
Citi July 1996 - July 1998
Citi July 1994 - June 1996
Citi October 1992 - July 1994
Skills
Portfolio Management, Management
Education
State University of New York College at Plattsburgh 1986 — 2011
Bachelor of Applied Science (BASc)
Rhea Wett's Citi Experience Marketing DirectorCitigroup2005 - Present
Job VP at Citi
Industry Banking
Experience
Citi Marketing DirectorCitigroup2005 - Present
Education
State University of New York College at Plattsburgh 1974 — 1976
St. Regis Falls 1967 — 1971
HS
Citi Marketing DirectorCitigroup2005 - Present
Education
State University of New York College at Plattsburgh 1974 — 1976
St. Regis Falls 1967 — 1971
HS
Omar Taylor, MBA's Citi Experience April 2011 - October 2012
Job Assistant Vice President Commercial Credit Analyst
Industry Financial Services
Experience
Valley National Bank June 2014 - Present
Valley National Bank October 2012 - May 2014
Citi April 2011 - October 2012
JPMorgan Chase December 2005 - July 2010
Skills
Small Business Lending, Loans, Banking, Credit, Commercial Banking, Commercial Lending, Retail Banking, Credit Analysis, Loan Origination, Series 63, Accounting, Financial Analysis, Strategic Financial..., Managerial Finance, Credit Risk, Finance, Portfolio Management, Relationship Management, Cross Selling
Education
Fairleigh Dickinson University-College at Florham 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
SUNY Plattsburgh 2001 — 2004
Bachelor's degree, Business/Managerial Economics
Valley National Bank June 2014 - Present
Valley National Bank October 2012 - May 2014
Citi April 2011 - October 2012
JPMorgan Chase December 2005 - July 2010
Skills
Small Business Lending, Loans, Banking, Credit, Commercial Banking, Commercial Lending, Retail Banking, Credit Analysis, Loan Origination, Series 63, Accounting, Financial Analysis, Strategic Financial..., Managerial Finance, Credit Risk, Finance, Portfolio Management, Relationship Management, Cross Selling
Education
Fairleigh Dickinson University-College at Florham 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
SUNY Plattsburgh 2001 — 2004
Bachelor's degree, Business/Managerial Economics
Charles Martignetti's Citi Experience July 1998 - January 2009
Job Assistant Vice President, Assistant Vice President, AT&T Digital Services and Support
Industry Internet
Experience
AT&T February 2009 - Present
Citi July 1998 - January 2009
Skills
Analytics, CRM, Cross-functional Team..., Customer Experience, Digital Marketing, Digital Strategy, E-commerce, Management, Mobile Devices, Online Advertising, Online Marketing, Process Improvement, Product Management, Program Management, Project Management, Salesforce.com, Social Media, Social Media Marketing, Strategic Partnerships, Strategy, Team Leadership, Telecommunications, User Experience, Vendor Management
Education
Charles Martignetti
State University of New York College at Geneseo
AT&T February 2009 - Present
Citi July 1998 - January 2009
Skills
Analytics, CRM, Cross-functional Team..., Customer Experience, Digital Marketing, Digital Strategy, E-commerce, Management, Mobile Devices, Online Advertising, Online Marketing, Process Improvement, Product Management, Program Management, Project Management, Salesforce.com, Social Media, Social Media Marketing, Strategic Partnerships, Strategy, Team Leadership, Telecommunications, User Experience, Vendor Management
Education
Charles Martignetti
State University of New York College at Geneseo
Thomas Keane's Citi Experience September 2013 - June 2015
Job Assistant National Bank Examiner at Office of the Comptroller of the Currency
Industry Investment Banking
Experience
Office of the Comptroller of the Currency June 2015 - Present
Citi September 2013 - June 2015
Citi February 2010 - August 2013
HealthNow New York Inc. August 2009 - February 2010
Campus Auxiliary Services January 2008 - May 2009
Merrill Lynch June 2008 - July 2008
Skills
Options, Hedge Funds, Bonds, Financial Risk, Mutual Funds, Back Office, Fixed Income, Securities, MBS, Agency MBS, Counterparty Risk, Pension Funds, Credit Risk, Risk Management, Analysis, Management, Financial Analysis, Microsoft Office
Education
State University of New York College at Geneseo 2005 — 2009
Business Administration, Finance
Office of the Comptroller of the Currency June 2015 - Present
Citi September 2013 - June 2015
Citi February 2010 - August 2013
HealthNow New York Inc. August 2009 - February 2010
Campus Auxiliary Services January 2008 - May 2009
Merrill Lynch June 2008 - July 2008
Skills
Options, Hedge Funds, Bonds, Financial Risk, Mutual Funds, Back Office, Fixed Income, Securities, MBS, Agency MBS, Counterparty Risk, Pension Funds, Credit Risk, Risk Management, Analysis, Management, Financial Analysis, Microsoft Office
Education
State University of New York College at Geneseo 2005 — 2009
Business Administration, Finance
Dennis Lovaglio's Citi Experience June 1987 - March 1989
Job Director, Americas Head of Client Relationship Management
Industry Investment Banking
Experience
Deutsche Bank February 2008 - Present
Deloitte August 2006 - February 2008
Epoch Investment Partners, Inc. June 2004 - July 2006
Steinberg, Priest & Sloane Capital Management, LLC May 2001 - June 2004
Credit Suisse April 1993 - April 2001
Bear Stearns Securities Corporation September 1989 - April 1993
Citi June 1987 - March 1989
Bank of New York September 1982 - June 1987
Skills
Capital Markets, Securities, Derivatives, Equities, Investment Banking, Fixed Income, Middle Office, Hedge Funds, Settlement, Back Office, Equity Derivatives, Trading Systems, FX Options, Structured Products, Prime Brokerage
Education
SUNY Geneseo
Bachelor of Arts (B.A.), Sociology
Deutsche Bank February 2008 - Present
Deloitte August 2006 - February 2008
Epoch Investment Partners, Inc. June 2004 - July 2006
Steinberg, Priest & Sloane Capital Management, LLC May 2001 - June 2004
Credit Suisse April 1993 - April 2001
Bear Stearns Securities Corporation September 1989 - April 1993
Citi June 1987 - March 1989
Bank of New York September 1982 - June 1987
Skills
Capital Markets, Securities, Derivatives, Equities, Investment Banking, Fixed Income, Middle Office, Hedge Funds, Settlement, Back Office, Equity Derivatives, Trading Systems, FX Options, Structured Products, Prime Brokerage
Education
SUNY Geneseo
Bachelor of Arts (B.A.), Sociology
Jeffrey Gorczynski, PMP's Citi Experience January 2003 - Present
Job Vice President at Citi
Industry Information Technology and Services
Experience
Citi January 2003 - Present
Citigroup, Inc January 2002 - Present
Citi 2003 - 2013
NTT Verio, Inc January 2000 - January 2002
Trinity Industries, Inc January 1998 - January 2000
Knowledge Alliance January 1996 - January 1998
Skills
Banking, Portfolio Management, Fixed Income, Risk Management, Capital Markets, Equities, Investment Banking, Derivatives, Vendor Management, Credit, Financial Services, Business Analysis
Education
State University of New York College at Oswego 1989 — 1993
BA, Communications, Business Admin, Public Relations
State University of New York
BA, Communication Studies
Citi January 2003 - Present
Citigroup, Inc January 2002 - Present
Citi 2003 - 2013
NTT Verio, Inc January 2000 - January 2002
Trinity Industries, Inc January 1998 - January 2000
Knowledge Alliance January 1996 - January 1998
Skills
Banking, Portfolio Management, Fixed Income, Risk Management, Capital Markets, Equities, Investment Banking, Derivatives, Vendor Management, Credit, Financial Services, Business Analysis
Education
State University of New York College at Oswego 1989 — 1993
BA, Communications, Business Admin, Public Relations
State University of New York
BA, Communication Studies
Daniel Velez's Citi Experience February 1988 - Present
Job Production Manager
Industry Financial Services
Experience
Citi February 1988 - Present
Citigroup February 1988 - Present
Citi 1988 - July 1992
Citicorp February 1988 - January 1992
Skills
Customer Relations, Customer Service, Production, Internal Communications, Creative Development, Marketing Communications, Creative Direction, Public Relations, Event Planning, Marketing Strategy, Marketing, Event Management, Corporate Communications, Strategy, Integrated Marketing, Management, Advertising, Digital Marketing, Digital Media, Social Media
Education
State University of New York College at Oswego
Communication Studies
Citi February 1988 - Present
Citigroup February 1988 - Present
Citi 1988 - July 1992
Citicorp February 1988 - January 1992
Skills
Customer Relations, Customer Service, Production, Internal Communications, Creative Development, Marketing Communications, Creative Direction, Public Relations, Event Planning, Marketing Strategy, Marketing, Event Management, Corporate Communications, Strategy, Integrated Marketing, Management, Advertising, Digital Marketing, Digital Media, Social Media
Education
State University of New York College at Oswego
Communication Studies
Mike Whitford's Citi Experience August 2014 - Present
Job VP Business Analyst at Citi
Industry Banking
Experience
Citi August 2014 - Present
HSBC April 2013 - July 2014
HSBC July 2012 - March 2013
Citi December 2011 - July 2012
Citi March 2010 - December 2011
United States Marine Corps June 2003 - June 2007
Skills
Microsoft Excel, Essbase, Hyperion HFM, Hyperion Enterprise, PeopleSoft, TM1, Visio, MS Project, UAT coordination, Business Objects, Cost Allocation, Process Simplification, Microsoft SQL Server, Linear Models, Relational Databases, AOP, Financial Forecasting, QlikView, Cognos, Risk Management, Access, Business Requirements, Financial Analysis, Financial Risk, Variance Analysis
Education
State University of New York College at Geneseo 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Citi August 2014 - Present
HSBC April 2013 - July 2014
HSBC July 2012 - March 2013
Citi December 2011 - July 2012
Citi March 2010 - December 2011
United States Marine Corps June 2003 - June 2007
Skills
Microsoft Excel, Essbase, Hyperion HFM, Hyperion Enterprise, PeopleSoft, TM1, Visio, MS Project, UAT coordination, Business Objects, Cost Allocation, Process Simplification, Microsoft SQL Server, Linear Models, Relational Databases, AOP, Financial Forecasting, QlikView, Cognos, Risk Management, Access, Business Requirements, Financial Analysis, Financial Risk, Variance Analysis
Education
State University of New York College at Geneseo 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Christina Marinucci's Citi Experience July 2010 - December 2012
Job Student at The Culinary Institute of America
Industry Food & Beverages
Experience
The Culinary Institute of America January 2013 - Present
Lincoln Restaurant September 2013 - January 2014
Citi July 2010 - December 2012
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Analysis, Financial Analysis, Access, Leadership, Customer Service, Project Management, Market Research, Teamwork, Strategic Planning, Microsoft Word, Process Improvement, Supply Chain Management, Financial Modeling, Business Analysis, Public Speaking, Project Planning
Education
Culinary Institute of America 2013 — 2014
Associate's degree, Culinary Arts/Chef Training
University at Buffalo 2008 — 2010
Masters of Business Administration, Finance
State University of New York College at Geneseo 2003 — 2007
Bachelor of Arts, Business Administration
The Culinary Institute of America January 2013 - Present
Lincoln Restaurant September 2013 - January 2014
Citi July 2010 - December 2012
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Analysis, Financial Analysis, Access, Leadership, Customer Service, Project Management, Market Research, Teamwork, Strategic Planning, Microsoft Word, Process Improvement, Supply Chain Management, Financial Modeling, Business Analysis, Public Speaking, Project Planning
Education
Culinary Institute of America 2013 — 2014
Associate's degree, Culinary Arts/Chef Training
University at Buffalo 2008 — 2010
Masters of Business Administration, Finance
State University of New York College at Geneseo 2003 — 2007
Bachelor of Arts, Business Administration
Jack Conforti's Citi Experience February 2001 - Present
Job Office Manager/Independent Entertainment Professional
Industry Banking
Experience
Citi February 2001 - Present
Independent Entertainment Professional January 1990 - Present
Education
State University of New York College at Oneonta 1984 — 1988
Bachelor's degree, Speech and Communications
Citi February 2001 - Present
Independent Entertainment Professional January 1990 - Present
Education
State University of New York College at Oneonta 1984 — 1988
Bachelor's degree, Speech and Communications
Jennifer Aylsworth's Citi Experience February 2011 - August 2012
Job Mortgage Specialist at First Niagara Bank
Industry Accounting
Experience
First Niagara Bank August 2012 - Present
Citi February 2011 - August 2012
Stickney Rehabilitation Services, Inc September 2010 - November 2010
Skills
Leadership, Accounting, Mortgage Lending, Sales, Internal Controls, Banking, Financial Analysis, Tax, Finance, Loans
Education
State University of New York at Oswego 2006 — 2010
Bachelor's degree, Accounting, Economics (Forensic)
First Niagara Bank August 2012 - Present
Citi February 2011 - August 2012
Stickney Rehabilitation Services, Inc September 2010 - November 2010
Skills
Leadership, Accounting, Mortgage Lending, Sales, Internal Controls, Banking, Financial Analysis, Tax, Finance, Loans
Education
State University of New York at Oswego 2006 — 2010
Bachelor's degree, Accounting, Economics (Forensic)
Joette Mazzi's Citi Experience February 2010 - Present
Job Assistant Vice President Broker Dealer Operations at Citi
Industry
Experience
Citi February 2010 - Present
Education
SUNY Geneseo 1986 — 1990
Bachelor of Science (BS)
Citi February 2010 - Present
Education
SUNY Geneseo 1986 — 1990
Bachelor of Science (BS)
Carole Bianchi's Citi Experience February 2012 - Present
Job TSR1 at Citi
Industry Accounting
Experience
Citi February 2012 - Present
Bryan R. Cleversley, CPA & Associates December 2010 - November 2011
Walmart #2355 July 2009 - January 2010
Walmart #1946 August 2004 - July 2009
Walmart #2424 April 2004 - August 2004
Lakeside Office Produts, Inc. November 1996 - April 2004
Walmart #1994 May 1996 - April 2004
Pamela A. Reinhardt, MD October 1989 - November 1996
Skills
Data Entry, Sales, Invoicing, Training, Insurance, Customer Service, Microsoft Office, Policy, Budgets
Education
State University of New York College at Plattsburgh 1986 — 1989
BS, Professional Accounting
Herkimer County Community College 1983 — 1985
AAS, Data Processing
Eden Central HS 1979 — 1983
High School
Citi February 2012 - Present
Bryan R. Cleversley, CPA & Associates December 2010 - November 2011
Walmart #2355 July 2009 - January 2010
Walmart #1946 August 2004 - July 2009
Walmart #2424 April 2004 - August 2004
Lakeside Office Produts, Inc. November 1996 - April 2004
Walmart #1994 May 1996 - April 2004
Pamela A. Reinhardt, MD October 1989 - November 1996
Skills
Data Entry, Sales, Invoicing, Training, Insurance, Customer Service, Microsoft Office, Policy, Budgets
Education
State University of New York College at Plattsburgh 1986 — 1989
BS, Professional Accounting
Herkimer County Community College 1983 — 1985
AAS, Data Processing
Eden Central HS 1979 — 1983
High School
Richard J. Desch III, CFP®'s Citi Experience November 2006 - June 2009
Job Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company August 2014 - Present
Ayco, a Goldman Sachs Company July 2013 - August 2014
Ayco, a Goldman Sachs Company August 2010 - July 2013
Morgan Stanley June 2009 - August 2010
Citi November 2006 - June 2009
Education
Union College 2011 — 2014
Master of Business Administration (MBA), Finance & Economics
State University of New York at Oswego 2002 — 2006
Ayco, a Goldman Sachs Company August 2014 - Present
Ayco, a Goldman Sachs Company July 2013 - August 2014
Ayco, a Goldman Sachs Company August 2010 - July 2013
Morgan Stanley June 2009 - August 2010
Citi November 2006 - June 2009
Education
Union College 2011 — 2014
Master of Business Administration (MBA), Finance & Economics
State University of New York at Oswego 2002 — 2006
Chris Roeder's Citi Experience October 1995 - Present
Job director at Citi
Industry Financial Services
Experience
Citi October 1995 - Present
Lehman Brothers September 1993 - October 1995
Shearson Lehman January 1989 - September 1993
Skills
Fixed Income
Education
State University of New York College at Geneseo 1977 — 1981
B.S., Management Science
Citi October 1995 - Present
Lehman Brothers September 1993 - October 1995
Shearson Lehman January 1989 - September 1993
Skills
Fixed Income
Education
State University of New York College at Geneseo 1977 — 1981
B.S., Management Science
Estelle Konviser's Citi Experience 2009 - 2011
Job Financial Services
Industry Financial Services
Experience
Absolute Equity Managers, LLC 2011 - Present
Citi 2009 - 2011
Palladio Capital Management 2001 - 2009
C.E. Unterberg, Towbin 1989 - 2000
Skills
Investments, Microsoft Excel, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Portfolio Management, Social Media, Equities, Marketing, Capital Markets, Social Networking, Sales, Derivatives, Series 63, Valuation, Series 7, Customer Service, Strategic Planning, Private Equity
Education
State University of New York College at Oneonta
Absolute Equity Managers, LLC 2011 - Present
Citi 2009 - 2011
Palladio Capital Management 2001 - 2009
C.E. Unterberg, Towbin 1989 - 2000
Skills
Investments, Microsoft Excel, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Portfolio Management, Social Media, Equities, Marketing, Capital Markets, Social Networking, Sales, Derivatives, Series 63, Valuation, Series 7, Customer Service, Strategic Planning, Private Equity
Education
State University of New York College at Oneonta
Ann Prokop's Citi Experience December 2010 - August 2013
Job Controller at Integral Quality Care
Industry Accounting
Experience
Integral Quality Care January 2015 - Present
Triad Retail Media August 2013 - September 2014
Citi December 2010 - August 2013
PwC December 1996 - December 2009
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax
Education
University of Tampa 1992 — 1995
Master of Business Administration (M.B.A.), Accounting
State University of New York College at Oswego 1982 — 1986
Bachelor of Science (BS), Accounting
Integral Quality Care January 2015 - Present
Triad Retail Media August 2013 - September 2014
Citi December 2010 - August 2013
PwC December 1996 - December 2009
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax
Education
University of Tampa 1992 — 1995
Master of Business Administration (M.B.A.), Accounting
State University of New York College at Oswego 1982 — 1986
Bachelor of Science (BS), Accounting
Katherine Archibald's Citi Experience September 2012 - August 2013
Job Team Lead II at Rising Medical Solutions
Industry Financial Services
Experience
Rising Medical Solutions October 2014 - Present
Rising Medical Solutions September 2013 - October 2014
Citi September 2012 - August 2013
Measured Progress July 2011 - August 2012
Student Conservation Association May 2010 - August 2010
Skills
Research, Microsoft Office, Photoshop, Teaching, Public Speaking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, C, HTML, CSS, Non-profits, Creative Writing, Social Media, Higher Education, Adobe Creative Suite, Dreamweaver, C++, Java, Social Networking, InDesign, Team Leadership, Training, Inventory Management, Process Improvement
Education
State University of New York at Buffalo 2012 — 2013
Master of Arts (MA), European History
SUNY Oswego 2009 — 2011
Bachelor of Arts (B.A.), History, 3.9
Rising Medical Solutions October 2014 - Present
Rising Medical Solutions September 2013 - October 2014
Citi September 2012 - August 2013
Measured Progress July 2011 - August 2012
Student Conservation Association May 2010 - August 2010
Skills
Research, Microsoft Office, Photoshop, Teaching, Public Speaking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, C, HTML, CSS, Non-profits, Creative Writing, Social Media, Higher Education, Adobe Creative Suite, Dreamweaver, C++, Java, Social Networking, InDesign, Team Leadership, Training, Inventory Management, Process Improvement
Education
State University of New York at Buffalo 2012 — 2013
Master of Arts (MA), European History
SUNY Oswego 2009 — 2011
Bachelor of Arts (B.A.), History, 3.9
Suzanne Hyland's Citi Experience 2000 - 2004
Job Senior Trade Support / Operations Specialist at Newedge USA LLC
Industry
Experience
Newedge USA LLC February 2011 - Present
Schonfeld Group Holdings April 2005 - December 2010
Citi 2000 - 2004
BNY ESI and Co 1998 - 2000
Schonfeld Securities 1996 - 1998
Skills
Microsoft Excel, Microsoft Word, Windows, Outlook, Finra Series 7, Finra series 55, Finra series 63, Microsoft Office, Customer Service, PowerPoint, English, Research, Equities
Education
State University of New York College at Oneonta
Bachelor of Science (B.S.), Psychology
Newedge USA LLC February 2011 - Present
Schonfeld Group Holdings April 2005 - December 2010
Citi 2000 - 2004
BNY ESI and Co 1998 - 2000
Schonfeld Securities 1996 - 1998
Skills
Microsoft Excel, Microsoft Word, Windows, Outlook, Finra Series 7, Finra series 55, Finra series 63, Microsoft Office, Customer Service, PowerPoint, English, Research, Equities
Education
State University of New York College at Oneonta
Bachelor of Science (B.S.), Psychology
Robert Cardillo's Citi Experience 2012 - Present
Job Business Planning & Analysis Officer
Industry Financial Services
Experience
Citi 2012 - Present
The Fashion Foundation 2012 - Present
Citi May 2012 - August 2013
Citi 2012 - 2013
NYC Department of Education January 2010 - June 2011
Skills
Headcount Reporting, PMO, Reporting & Analysis, Business Strategy, AML, Data Analysis, Governance, Analytics, Process Improvement, Change Management, Microsoft Office, Project Management, Management, PowerPoint, Portfolio Management, Leadership, Security, SharePoint, Visio, SDLC, Financial Analysis, Program Management, Banking, Project Planning, MS Project, Business Intelligence, Quality Assurance, Vendor Management, Software Project..., Analysis, Project Coordination, Business Process..., Business Analysis, Microsoft Excel, Risk Management, Financial Modeling, Business Process
Education
State University of New York College at Oswego 2008 — 2012
Saint Joseph by the Sea High School 2004 — 2008
Citi 2012 - Present
The Fashion Foundation 2012 - Present
Citi May 2012 - August 2013
Citi 2012 - 2013
NYC Department of Education January 2010 - June 2011
Skills
Headcount Reporting, PMO, Reporting & Analysis, Business Strategy, AML, Data Analysis, Governance, Analytics, Process Improvement, Change Management, Microsoft Office, Project Management, Management, PowerPoint, Portfolio Management, Leadership, Security, SharePoint, Visio, SDLC, Financial Analysis, Program Management, Banking, Project Planning, MS Project, Business Intelligence, Quality Assurance, Vendor Management, Software Project..., Analysis, Project Coordination, Business Process..., Business Analysis, Microsoft Excel, Risk Management, Financial Modeling, Business Process
Education
State University of New York College at Oswego 2008 — 2012
Saint Joseph by the Sea High School 2004 — 2008
Sara Molloy's Citi Experience May 2014 - October 2014
Job Assistant Attorney I at New York State Workers' Compensation Board
Industry Legal Services
Experience
New York State Workers' Compensation Board November 2014 - Present
Citi May 2014 - October 2014
Office Team - HSBC Bank June 2013 - March 2014
Judicial Clerkship Program 2012 - 2012
Hamberger & Weiss 2011 - 2011
Family Justice Center of Erie County 2010 - 2010
Education
University at Buffalo Law School 2009 — 2012
Doctor of Law (J.D.), 3.64
State University of New York College at Oneonta 2005 — 2009
Bachelor of Arts (B.A.), Music Industry, 3.9
New York State Workers' Compensation Board November 2014 - Present
Citi May 2014 - October 2014
Office Team - HSBC Bank June 2013 - March 2014
Judicial Clerkship Program 2012 - 2012
Hamberger & Weiss 2011 - 2011
Family Justice Center of Erie County 2010 - 2010
Education
University at Buffalo Law School 2009 — 2012
Doctor of Law (J.D.), 3.64
State University of New York College at Oneonta 2005 — 2009
Bachelor of Arts (B.A.), Music Industry, 3.9
Elaine Shaughnessy's Citi Experience November 1991 - December 2010
Job Systems Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services January 2011 - Present
Citi November 1991 - December 2010
Itek Graphics April 1980 - June 1991
Skills
COBOL, Easytrieve, SDLC
Education
SUNY Geneseo 1974 — 1978
Bachelor's degree, English Literature (British and Commonwealth)
Discover Financial Services January 2011 - Present
Citi November 1991 - December 2010
Itek Graphics April 1980 - June 1991
Skills
COBOL, Easytrieve, SDLC
Education
SUNY Geneseo 1974 — 1978
Bachelor's degree, English Literature (British and Commonwealth)
Dyan Ross's Citi Experience November 2000 - August 2008
Job Executive Assistant at News Corp
Industry Banking
Experience
News Corp June 2014 - Present
Samson Investment Partners June 2013 - May 2014
Natixis 2010 - 2013
Various Temporary Assignments March 2009 - November 2010
Macquarie Capital Partners September 2008 - March 2009
Citi November 2000 - August 2008
LexiQuest March 1999 - November 2000
American Stock Exchange February 1998 - March 1999
Crédit Agricole CIB September 1996 - February 1998
Skills
Management, Research, French, Leadership, Microsoft Office, Project Management, Editing, Spanish, Translation, Public Speaking, Teamwork, Creative Writing, Business Writing, Travel Planning
Education
SUNY Geneseo
Bachelor of Arts (B.A.), French
Université Paris Sorbonne (Paris IV)
The Mary Louis Academy
High School
Université de Caen Basse Normandie
News Corp June 2014 - Present
Samson Investment Partners June 2013 - May 2014
Natixis 2010 - 2013
Various Temporary Assignments March 2009 - November 2010
Macquarie Capital Partners September 2008 - March 2009
Citi November 2000 - August 2008
LexiQuest March 1999 - November 2000
American Stock Exchange February 1998 - March 1999
Crédit Agricole CIB September 1996 - February 1998
Skills
Management, Research, French, Leadership, Microsoft Office, Project Management, Editing, Spanish, Translation, Public Speaking, Teamwork, Creative Writing, Business Writing, Travel Planning
Education
SUNY Geneseo
Bachelor of Arts (B.A.), French
Université Paris Sorbonne (Paris IV)
The Mary Louis Academy
High School
Université de Caen Basse Normandie
Daniel Rubin, CPA's Citi Experience December 2010 - June 2013
Job Corporate Financial Analyst at The Gleason Works
Industry Accounting
Experience
The Gleason Works June 2013 - Present
Citi December 2010 - June 2013
Toski, Schaefer, & Co., PC April 2010 - December 2010
First Allied Corporation May 2009 - March 2010
Gary G. Krauss, CPA, PC January 2008 - April 2009
Skills
CPA, MS Excel (pivot tables,..., MS Word, MS Outlook, MS PowerPoint, Intuit ProSeries (tax..., Intuit QuickBooks, MRI (Intuit Real Estate..., T-Value, SAP, Financial Analysis, Financial Reporting, Financial Statements, Variance Analysis
Education
SUNY Geneseo 2002 — 2007
Master of Science (MS), Accounting
The Gleason Works June 2013 - Present
Citi December 2010 - June 2013
Toski, Schaefer, & Co., PC April 2010 - December 2010
First Allied Corporation May 2009 - March 2010
Gary G. Krauss, CPA, PC January 2008 - April 2009
Skills
CPA, MS Excel (pivot tables,..., MS Word, MS Outlook, MS PowerPoint, Intuit ProSeries (tax..., Intuit QuickBooks, MRI (Intuit Real Estate..., T-Value, SAP, Financial Analysis, Financial Reporting, Financial Statements, Variance Analysis
Education
SUNY Geneseo 2002 — 2007
Master of Science (MS), Accounting
Iris Mack's Citi Experience FX Sales AssistantsCitigroupApril 2007 - Present
Job FX Sales Assistants at Citigroup
Industry Financial Services
Experience
Citi FX Sales AssistantsCitigroupApril 2007 - Present
Education
State University of New York College at Old Westbury 1989 — 1994
Bachelor of Science (BS), Finance, General
Citi FX Sales AssistantsCitigroupApril 2007 - Present
Education
State University of New York College at Old Westbury 1989 — 1994
Bachelor of Science (BS), Finance, General
Suzanne Lundquist's Citi Experience 1991 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Citi 1991 - 2012
Skills
Account Reconciliation, Data Entry, Phone Support
Education
State University of New York College at Geneseo 1974 — 1976
Holy Trinity Diocesan High School
Citi 1991 - 2012
Skills
Account Reconciliation, Data Entry, Phone Support
Education
State University of New York College at Geneseo 1974 — 1976
Holy Trinity Diocesan High School
Jerome Han's Citi Experience February 2011 - July 2012
Job Excelsior Fellow at New York State Executive Chamber
Industry
Experience
NYS Executive Chamber, Governor Andrew M. Cuomo September 2015 - Present
NYS Executive Chamber, Governor Andrew M. Cuomo January 2015 - September 2015
NYS Executive Chamber, Governor Andrew M. Cuomo September 2014 - December 2014
Citi February 2011 - July 2012
SUNY Geneseo August 2010 - December 2010
The O'Connell Organization August 2010 - December 2010
Northwestern Mutual September 2008 - September 2009
Education
University at Albany, SUNY 2013 — 2015
Master of Public Administration (MPA)
State University of New York College at Geneseo 2006 — 2010
NYS Executive Chamber, Governor Andrew M. Cuomo September 2015 - Present
NYS Executive Chamber, Governor Andrew M. Cuomo January 2015 - September 2015
NYS Executive Chamber, Governor Andrew M. Cuomo September 2014 - December 2014
Citi February 2011 - July 2012
SUNY Geneseo August 2010 - December 2010
The O'Connell Organization August 2010 - December 2010
Northwestern Mutual September 2008 - September 2009
Education
University at Albany, SUNY 2013 — 2015
Master of Public Administration (MPA)
State University of New York College at Geneseo 2006 — 2010
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.