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
United States Department of Defense October 2008 - Present
Via Christi Health September 2006 - March 2008
Mercy Regional Health Care February 2006 - September 2006
Citi February 2002 - May 2005
Citi June 2000 - February 2002
Sam Schwartz Engineering, DPC 1997 - 1999
Doshi Diagnostic Imaging 1995 - 1998
Skills
Account Management, Financial Services, Operations Management, Leadership, Fixed Income, Event Planning, Management, Typing, Budgets, Team Leadership, Team Building, Back Office, PowerPoint, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Bachelor of Business Administration (BBA), Operations Management and Supervision
SUNY Stony Brook 1994 — 1995
W. C. Bryant High School 1990 — 1994
High School Diploma, Honors
Citi July 2015 - Present
Citi October 2014 - June 2015
Citi July 2013 - October 2014
Citi July 2012 - July 2013
FXCM October 2010 - May 2011
New York Mercantile Exchange June 2008 - August 2008
New York Mercantile Exchange July 2007 - August 2007
Harvard Business School February 2005 - March 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Markets, IT Risk Management, Equities, Alternative Investments, Business Continuity..., Bloomberg, Bloomberg Terminal, Business Analysis, Derivatives, Fixed Income, Software Documentation, Salesforce.com, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Finance and Investments, 3.9
Brooklyn Technical High School 2004 — 2008
Cross Country Home Services August 2014 - Present
Georgia Eye Center November 2013 - Present
AutoNation May 2014 - August 2014
The Guardian Life Insurance Company of America July 2003 - November 2013
MetLife August 2000 - July 2003
Prudential Financial May 1999 - August 2000
Citi May 1995 - May 1999
Continental American Insurance Company July 1993 - May 1995
TDK June 1990 - July 1993
US Army June 1982 - June 1986
Skills
Visio, Business Analysis, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Systems Analysis, SDLC, Data Analysis, Business Requirements, Quality Assurance, Analysis, MS Project, Process Improvement, Access, Databases, Technical Support, Management, Project Management, Microsoft Project
Education
City University of New York-Baruch College 1988 — 1992
Bachelor's degree, Accounting and Finance, 3.3
DeVry University Long Island City Campus 2004 — 2006
Bachelor's degree, Computer and Information Sciences, General, 4.0
Mount San Antonio College or Mt. SAC 1984 — 1986
Associate of Science (A.S.), Engineering, 3.0
J.P. Morgan November 2014 - Present
Citi February 2008 - July 2014
S&P Capital IQ October 2012 - July 2013
Morgan Stanley June 2007 - February 2008
Depository Trust and Clearing February 2003 - June 2007
Bank of New York Mellon October 1998 - February 2003
Skills
Securities, Risk Management, Middle Office, Bonds, Business Process..., Financial Risk, Project Management, Equities, Fixed Income, Data Analysis, Automation, SWIFT messages, Operational Risk, Prime Brokerage, Outsourcing, Vendor Management, Corporate Actions, Onboarding, Bloomberg, Reuters, SQL, Financial Services, Business Analysis, Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Citi July 2012 - Present
Wells Fargo February 2012 - March 2012
Wells Fargo January 2010 - January 2012
Wachovia Bank now Wells Fargo August 2009 - December 2009
Wachovia Bank now Wells Fargo March 2007 - July 2009
Skills
Financial Modeling, Banking
Education
Baruch College 2009 — 2013
Master of Science (MS), Accounting
University of Guyana 2002 — 2006
Bachelor of Science (BSc), Economics
Queens College Guyana Inc. 1995 — 2002
High School Diploma
Citi February 2014 - Present
National Grid January 2012 - February 2014
Neuberger Berman June 2013 - August 2013
Shanghai Jiao Tong University July 2011 - August 2011
Skills
Investment Management, Portfolio Management, Asset Allocation, Pension Funds, Retirement Planning, Microsoft Excel, VBA, PeopleSoft, Oracle, SAP, Everest
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Brooklyn Technical High School
Citi February 2012 - Present
Citi July 2010 - February 2012
Citi July 2008 - July 2010
Goldman Sachs June 2007 - August 2007
UBS Global Asset Management February 2007 - May 2007
Skills
Human Resources, Project Management, Analytics, Team-oriented, Interpersonal Skill, Building Relationships, Data Analysis, Presentations, Performance Management, Employee Relations, Talent Management, Business Partner Support, Business Transformation, Succession Planning, Leadership, Strategy, Personnel Management
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments, GPA: 3.8
Saint John's University
Master of Science (MS), Education, GPA: 4.0
Touro College May 2011 - Present
Cowen and Company June 2006 - April 2011
Deloitte March 2004 - June 2006
Experis January 1999 - January 2004
American Express January 1998 - January 1999
Citi August 1995 - January 1998
Skills
Auditing, Internal Controls, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Finance, Financial Risk, Risk Assessment, Management, Analysis, Financial Analysis, Due Diligence, Corporate Governance, Business Process..., Financial Accounting, Corporate Finance, Vendor Management, Mergers & Acquisitions, Strategy, Financial Audits, Enterprise Risk..., Internal Audit, Accounting, Business Process, Financial Services
Education
Pace University - Lubin School of Business 2015 — 2019
Doctor of Professional Studies, Finance
Queens College 2006 — 2008
MS, Accounting and Informations Systems
Queens College 2002 — 2005
BA, Double; Accounting & Economics
Baruch College, City University of New York (CUNY) 1990 — 1995
BA, French and Spanish
Cleary Gottlieb Steen & Hamilton LLP December 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP September 2014 - Present
Fortress Investment Group June 2012 - February 2014
Fortress Investment Group September 2010 - October 2012
Citi August 2005 - April 2008
Skills
HRIS, Employee Relations, Human Resources, Employee Benefits, Performance Management, Recruiting, Talent Management, Onboarding, Benefits Administration, Banking, Outlook, New Hire Orientations, Workday, Talent Acquisition, PeopleSoft, FMLA, Personnel Management
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Citi March 2014 - Present
JPMorgan Chase & Co January 2012 - March 2014
JPMorgan Chase June 2010 - August 2011
HORIZON ASSET MANAGEMENT, INC February 2007 - May 2007
UBS September 2006 - December 2006
AIG June 2003 - December 2003
Hellenic Army January 1992 - June 1993
Skills
Financial Analysis, Loans, Mortgage, Portfolio Management, Portfolios, Commercial Lending, Credit Analysis, Credit, Mutual Funds, Financial Data, Asset, Real Estate Finance, Asset Management, Cash Management, Mortgage Lending, Asset Managment, Credit Risk, Trading Strategies, Hedge Funds, Financial Risk, FX trading, Fixed Income, Loan Origination, Financial Modeling, Banking, Commodity, Risk Management, Hedging, Bloomberg, Proprietary Trading, Series 7, Equities, Bonds, Alternative Investments, Options, Derivatives, Wealth Management, Equity Trading, Foreign Exchange, Series 63, Mortgage Banking, Electronic Trading, Capital Markets, Currency, Investment Banking, Financial Markets, FX Options, Trading Systems, Real Estate Economics, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), FINANCE - INVESTMENTS
Overall 2004 — 2008
BBA, FINANCE/INVESTMENTS
LaGUARDIA COMMUNITY COLLEGE, CUNY 2000 — 2003
Associate in Science degree (Honors), BUSINESS ADMINISTRATION - FINANCE
AB InBev August 2013 - Present
SloanGear May 2012 - June 2013
Citi June 2012 - August 2012
Deloitte & Touche LLP September 2006 - March 2011
Bell & Company LLP February 2004 - March 2006
Smith Barney March 2003 - August 2003
Skills
Valuation, Auditing, GAAP, CPA, Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Due Diligence, Microsoft Excel, Business Strategy, Financial Reporting, Project Management, Management Consulting, Mergers, PowerPoint, Sarbanes-Oxley Act, Analysis, Finance, Mergers & Acquisitions
Education
MIT Sloan School of Management 2011 — 2013
MBA, Finance Track
Macaulay Honors College - Baruch Campus 2002 — 2006
BBA, Accountancy
Fudan University 2004 — 2004
n/a, Mandarin
Barclays Investment Bank August 2013 - Present
Morgan Stanley Wealth Management April 2009 - April 2013
Citi July 2006 - April 2009
Lazard Asset Management November 2000 - July 2006
Goldman Sachs November 1999 - November 2000
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Outlook, Relationship-builder..., Highly detail oriented, Close Attention to..., Follow-through Skills, Flexible approach to..., Project Management, Leadership, Human Resources, Onboarding, Talent Management, Program Coordination, Client Liaison, Customer Service, Manage Client..., Research, Strategic Planning, Business Networking
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business Administration and Management, General
Secure Goals 2010 - Present
Citi 1994 - 2009
Skills
Direct Import, Financial Planning, Financial Analysis, Investment Advisory, Property Management, International Business, Investor Relations...
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Accounting
Citi February 2014 - Present
The RightThing, An ADP Company onsite @ Goldman Sachs March 2012 - 2014
Harlem Hospital October 2009 - April 2010
Pfizer Inc March 2009 - September 2009
Kenneth Cole Productions November 2007 - March 2009
Pfizer Inc March 2008 - September 2008
FreshDirect January 2007 - November 2007
Skills
Onboarding, Background Checks, HRIS, PeopleSoft, Applicant Tracking..., Full-cycle Recruiting, Customer Service, PowerPoint, Excel, Word, Microsoft Office, Outlook, New Hire Orientation, Pre-screen Resume, Human Resources, Interviews, Management, Microsoft Excel, Microsoft Word, New Hire Orientations, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Human Resources Management
Camas Films February 2013 - Present
Yeshiva University January 2009 - June 2011
Citi June 2008 - November 2008
Skills
Analytical Skills, Marketing Strategy, Marketing, Analysis, Finance, Public Relations
Education
City University of New York-Baruch College 2010 — 2012
CABP Certificate, Marketing, Management
Yeshiva University 2005 — 2009
BS, Finance, Accounting
Citi June 2014 - Present
JPMorgan Chase July 2007 - October 2013
Skills
Investments, Series 6, Series 63, Life Insurance, Consumer Lending, Retail Banking, NYS Notary Public, Financial Modeling, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance & Investments, 3.0
Citi April 2011 - Present
Skills
AML, OFAC, KYC, USA PATRIOT Act, Bank Secrecy Act
Education
Baruch College
Bachelor of Business Administration (BBA)
DDB August 2013 - Present
JP Morgan July 2010 - March 2013
Citi February 2009 - July 2010
Citi September 2005 - January 2009
Citi January 2004 - September 2005
Skills
Investment Banking, Financial Modeling, Financial Analysis, Credit Analysis, Corporate Finance, Banking, Risk Management, Financial Reporting, Loans, Strategy, Management, Vendor Management, Leadership, Analysis, Finance, CRM, Strategic Planning
Education
Baruch College 1998 — 2003
Bachelor of Business Administration (B.B.A.)
UBS Wealth Management June 2015 - August 2015
Citi June 2014 - March 2015
Target June 2013 - August 2013
Hunter College January 2011 - April 2011
Global Copyright Administration January 2010 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, QuickBooks, Peachtree, FileMaker
Education
Baruch College 2011 — 2015
Bachelor's Degree, Finance, General, 3.6485
NYC Department of Education September 2013 - Present
Research Foundation of CUNY January 2012 - July 2012
Research Foundation of CUNY October 2009 - April 2011
The Doe Fund,Inc November 2007 - December 2009
Phipps Community Development Corporation December 2008 - August 2009
Citi June 2005 - May 2007
City Year September 2003 - June 2004
Skills
Community Outreach, Employee Training, Program Management, Microsoft Office, Databases, Problem Solving, Team Leadership, Analytical Skills, Public Speaking, Strategic Thinking, Communication Skills, Positive Team Player, Pilot Projects, Negotiation, Performance Metrics, Building Relationships
Education
Baruch College 2004 — 2009
Bachelor's degree, History/Black Studies
Citi October 2015 - Present
Citigroup October 2010 - Present
Citigroup 2009 - 2009
Skills
Finance, Investments, Risk Management, Microsoft Excel, QuickBooks, Access, Corporate Governance, Training & Development, Regulatory Compliance, International Business, Project Management, Corporate Communications
Education
Baruch College, Zicklin School of Business, CUNY 2007 — 2009
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
Minsk State Linguistic University 2002 — 2004
Intercultural Communications/Interpreter
N. Cheng & Co., P.C. August 2015 - Present
FEGS Home Attendant Svc February 2015 - May 2015
Star Wealth Management December 2012 - January 2013
Citi May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Accounting, Leadership, Financial Reporting, Teamwork
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (M.S.), Accounting, 3.90
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Overall GPA: 3.60 Major GPA: 3.78
First American International Bank March 2014 - February 2015
Crumbs Bake Shop August 2010 - December 2010
Party City June 2008 - August 2008
Citi July 2007 - August 2007
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Filing, Administrative..., Customer Service, Telephone Skills, Office Management, Data Entry, Outlook, Inventory Management
Education
Baruch College 2008 — 2013
Bachelor of Arts (BA), Psychology
James Madison High School 2004 — 2008
High School Diploma
Citi April 2015 - Present
Goldman Sachs October 2013 - January 2015
Hyton Financial & Investment Group December 2010 - December 2012
U.S. Census Bureau April 2010 - June 2010
Cherry Lane Music Publishing June 2009 - August 2009
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Equities, PeopleSoft, Pivot Tables, Microsoft Office, Spreadsheets, Analysis, Microsoft Word, PowerPoint, Outlook
Education
Baruch College 2006 — 2010
Bachelor's degree
Travel Planners Inc. December 2013 - Present
Green Apple Cleaners September 2013 - December 2013
Municipal Credit Union January 2009 - June 2010
JPMorgan Chase March 2006 - October 2007
Citi June 2003 - July 2005
Skills
Call Centers, Finance, Customer Service, Payroll, Insurance, Microsoft Office
Education
City University of New York-Baruch College 2008 — 2015
Bachelor’s Degree, Business Administration and Management, General
College of Technology
Associate's Degree of Applied Science, Business Administration and Accounting
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Citi June 2015 - Present
JPMorgan Chase April 2014 - June 2015
Citi March 2013 - April 2014
AT&T Mobility July 2011 - August 2012
tmobile 2009 - 2011
Skills
Leadership, Finance, Management, Sales, Customer Satisfaction, Team Leadership, Customer Service, Mortgage Lending, Private Clients, Marketing, Personal Finance, Home Equity Lines of..., Small Business..., Foreign Languages, Communication, Investment Management, Private Investment, Investment Banking, Corporate Finance, Project Planning, Product Development, Contract Negotiation, Public Speaking, Teamwork, Analysis, Time Management, New Business Development, Business Strategy, Business Planning, Business Process
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship/Management
Self Employed September 2011 - December 2012
Citi/Women & Co. October 2007 - September 2011
Citi May 2004 - September 2007
Citi January 2003 - April 2004
Citi April 2002 - January 2003
The New York City Department of Finance October 2000 - April 2002
Skills
Budgets, Process Improvement, Strategic Planning, Event Management, Project Planning, Relationship Management, Banking, Negotiation, Financial Services, Management, Customer Service, Event Planning, Corporate Events
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Adminstration, Major: Finance/Investments - Minor: Psychology
Borough of Manhattan Community College 1998 — 2000
Associate of Applied Science, Major: Finance, Banking
MUFG Union Bank 2014 - Present
RTX Solutions Inc. 2000 - Present
Citi 2014 - 2014
Credit Suisse 2012 - 2014
Northrop Grumman Corporation 2011 - 2012
Bank of America 2010 - 2010
Morgan Stanley 2003 - 2009
Goldman Sachs 2003 - 2003
PepsiCo 2000 - 2002
Kraft Foods 1995 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Governance, Integration, Program Management, Risk Management, Business Intelligence, Management Consulting, Requirements Analysis, Cross-functional Team..., ITIL, CRM, Process Improvement, Outsourcing, Business Strategy, Business Process Design, Process Management, IT Strategy, Data Analysis, Executive Management, Change Management, Sarbanes-Oxley Act, Risk Control &..., Enterprise Supplier..., Software Development, Project Management, Enterprise Software, Data Warehousing, Project Portfolio..., Business Transformation, Strategic Negotiations, Re-engineering, Gap Analysis, IT Outsourcing, Back Office Technology, IT Management, Application Development, Systems Analysis, Regulatory Reporting, Basel II, Risk Mitigation, Software Project..., Cross Functional Team..., Resource Management, Agile & Waterfall..., Risk Registers, Issue Remediation, Management, Business Process
Education
City University of New York-Baruch College
MBA
Collabnet
New York Institute of Finance
New York University
PMBOK® areas of knowledge
Rutgers, The State University of New Jersey-New Brunswick
BA
Strategic Partners Fund Solutions, A Blackstone Affiliate August 2013 - Present
Credit Suisse March 2008 - August 2013
Citi March 2003 - January 2008
Steinberg and Komendant CPA's January 2001 - January 2003
Skills
Private Equity, Banking
Education
Baruch College
Accounting
Deloitte August 2015 - Present
Deloitte June 2014 - August 2014
KPMG January 2014 - March 2014
Citi October 2013 - December 2013
Eastbank, N.A. June 2013 - September 2013
New A & N Food Market September 2010 - September 2011
G-Star Industrial Co. June 2009 - July 2010
iLearnabc English School September 2007 - May 2009
iLearnabc English School June 2006 - August 2007
Skills
Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Time Management, Customer Service, Social Media, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte July 2014 - Present
Management Leadership for Tomorrow August 2012 - December 2013
Global Gaming & Hospitality May 2013 - August 2013
Citi June 2012 - August 2012
Milestone Architecture PLLC January 2011 - October 2011
Skills
PowerPoint, Microsoft Office, Research, Team Leadership, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Valuation, Corporate Finance, Analysis
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Arts (B.A.), Economics
NYIT 2009 — 2012
Bachelor of Architecture (BArch), Architecture
Mott Hall High School
Jolen Consulting September 2013 - July 2015
Citi September 2012 - June 2013
Savills Vietnam July 2011 - February 2012
Skills
Public Relations, Project Planning, Event Planning, Media Relations, Proposal Writing, Relationship Management, Market Research, Ideas Development, Strategic Communications, Integrated Marketing, Negotiation
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Arts (M.A.), Corporate Communication
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), International Business
Citi March 2000 - Present
Skills
Business Analysis
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Information Technology
AIG January 2014 - Present
Citi April 2012 - September 2013
Quidsi Inc. (Amazon.com) July 2010 - April 2012
Experian CheetahMail May 2010 - July 2010
Experian CheetahMail February 2009 - May 2010
American Express August 2008 - January 2009
Synovate June 2007 - August 2007
Skills
Email Marketing, Digital Marketing, E-commerce, Analytics, Marketing Strategy, Customer Acquisition, Account Management, Direct Marketing, Segmentation, Online Marketing, Web Analytics, Digital Strategy, Marketing Research, Online Advertising, Web Marketing, Management, Mobile Marketing, Integrated Marketing, Database Marketing, Social Media Marketing, Customer Retention, Advertising, Google Analytics, Affiliate Marketing, Email Design, Campaign Management, CRM, Digital Media, Marketing, Email Strategy, Marketing Management, Marketing Communications, Retail Marketing, PPC, Multi-channel Marketing, Interactive Marketing, Lead Generation, B2B Marketing, Strategy, Customer Insight, Social Networking, B2B, Mobile Advertising, Market Planning, Loyalty Marketing, Client Services, Social Media
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA, Marketing, Business Administration and Management, General
City University of New York City College 2001 — 2005
BA, English
Circle in the Square Theater School
Circle in the Square Theater School
Citi August 2013 - Present
Citi April 2008 - August 2013
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., Recruiting, Talent Management, College Recruiting, Employee Relations, HRIS, Human Resources, Taleo, Employee Engagement, Performance Management, HR Policies, Screening Resumes, PeopleSoft, Building Relationships, Internet Recruiting, Technical Recruiting, Benefits Negotiation, New Hire Orientations, Interviews, Succession Planning, Employee Benefits, Credit, Management, Banking, Loans, Mortgage Lending, Mortgage Banking
Education
City University of New York-Baruch College
Bachelor of Science (BS), Human Resources Management and Services
Citi August 2014 - Present
Citi February 2014 - August 2014
Bank of America October 2011 - October 2013
Doubletree Guest Suites Times Square January 2009 - July 2009
Skills
Banking, Finance, Investments, Equities, Customer Service, Microsoft Excel, Outlook, Access, Microsoft Office, PowerPoint, Sales, Spanish, Microsoft Word, Project Management, Financial Analysis, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Finance & Investments
The New York Racing Association June 2015 - Present
Hogarth Worldwide June 2014 - May 2015
Citi February 2014 - June 2014
Baruch Entrepreneurship Program June 2013 - August 2013
Jambox Entertainment August 2012 - January 2013
Skills
Business Planning, Microsoft Excel, Research, Financial Accounting, Microsoft Word, PowerPoint, QuickBooks, Outlook, Cost Accounting, Account Reconciliation, Customer Service, Consulting, Market Analysis, Peachtree, Hindi, Marathi, Foreign Languages, Writing, Oral & Written..., World History, Proofreading, Social Media, Critical Thinking, Accounting
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Baruch College/CUNY 2010 — 2014
Bachelor of Business Administration, Accounting
Plaza College 2008 — 2010
Associate of Arts and Sciences (AAS), Accounting, 4.0
Plaza College 2008 — 2010
Associates, Business Administration
Truman State University
Citi July 2014 - Present
Citi April 2013 - July 2014
Target January 2012 - April 2013
Target September 2011 - January 2012
Target June 2011 - August 2011
Skills
Team Leadership, Microsoft Excel, Leadership, Team Building, Data Analysis, Store Management, Hiring, Microsoft Word, PowerPoint, Outlook, Recruiting, Employee Relations, Human Resources, Training, Management, Performance Management, Account Reconciliation, Finance, Accounting, Financial Analysis, Research
Education
Baruch College 2009 — 2011
Bachelors of Business Administration, Public Accounting (150 cr.)
Queensborough Community College 2006 — 2009
Associates of Science, Business Administration
The Estée Lauder Companies Inc. May 2013 - Present
Ernst & Young November 2010 - May 2013
McGladrey September 2006 - November 2010
Citi September 2004 - May 2006
Skills
Assurance, External Audit, Internal Controls, Auditing, Big 4, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Relationship Management, Financial Statements, Financial Audits, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Citi May 2013 - Present
Deutsche Bank June 2008 - July 2011
Deutsche Bank January 2005 - June 2008
THE BANK OF NEW YORK MELLON CORP September 1998 - January 2005
Skills
Equities, Fixed Income, Securities, Trading, Portfolio Management, Financial Services, Settlement, Corporate Actions, Emerging Markets, Analysis, Global Custody, Accounting, Derivatives, Capital Markets, Investment Banking, Financial Markets, Bloomberg, Hedge Funds, Risk Management, Corporate Finance, Asset Management, Back Office
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BBA, Finance and Investments
JPMorgan Chase & Co. August 2015 - Present
JLL December 2014 - Present
Time Warner Inc. February 2013 - December 2014
Citi June 2010 - February 2013
Citi June 2008 - June 2010
Citi June 2007 - June 2010
Berkery, Noyes & Co., LLC June 2006 - May 2007
Massey Knakal Realty Services February 2005 - May 2006
Skills
Program Management, Financial Reporting, Performance Management, PowerPoint, Microsoft Excel, Organizational..., Business Strategy, Operations Management, Corporate Real Estate, International Real..., Financial Analysis, Data Analysis, Automotive, Strategy, Management, Mergers & Acquisitions, Vendor Management, Project Management, Leadership, Portfolio Management, Valuation, Due Diligence, Analysis, Real Estate
Education
FORDHAM UNIVERSITY - College of Business Administration 2003 — 2007
Bachelor of Science, Business Administration; Finance
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Part-Time MBA Program, Finance, General
NEW YORK UNIVERSITY - Continuing Education 2009 — 2011
Professional Certificate in Property Management, Real Estate
Humanities HS 1999 — 2003
Citi June 2011 - Present
Citigroup July 2008 - May 2011
AIESEC Baruch January 2008 - July 2008
AIESEC Baruch October 2007 - July 2008
Skills
Access, Corporate Tax, Auditing
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2011
Bachelor of Business Administration, Computer Information Systems
Brooklyn Technical High School 2003 — 2006
Citi October 2007 - Present
Citi August 2005 - October 2007
Harvest Technology October 2002 - August 2005
Fort Point Partners January 2000 - May 2002
A.T. Kearney, Inc. January 1996 - January 2000
Pepsi 1991 - 1996
J.P. Morgan 1985 - 1989
Baruch College 1981 - 1985
Skills
Re-engineering, Program Management, Hedge Funds, Financial Services, IT Strategy, Fixed Income, Technology Management, Options, Investment Management, Prime Brokerage, Derivatives, Vendor Management, Capability Development, Building Relationships, Building New Business, Trusted Business Partner, Management Consulting, CRM, Bloomberg, Performance Analysis, Middle Office, Trading Systems, Strategy, Cross-functional Team..., Mergers & Acquisitions, Equities, Securities, Integration, Business Transformation, Enterprise Software, Governance, Trading, Risk Management, Contract Negotiation, Business Process, Outsourcing, PMO, Analytics, Management, Back Office, Electronic Trading, Relationship Management, Corporate Actions, Portfolio Management, Leadership, Change Management
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Computer Information Systems
Citi January 2014 - Present
Citi July 2008 - December 2013
Citi June 2007 - May 2008
Skills
Business Analysis, Fixed Income, Business Relationship..., Financial Services, SDLC, Dodd-Frank, Requirements Gathering, Requirements Management, Project Management, Derivatives, Software Documentation, Testing, ERP, Data Analysis, Business Requirements
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA, Finance and CIS
University of Pune 2000 — 2004
B.E, Computers
Birla High School
JPMorgan Chase February 2012 - Present
BDO USA, LLP November 2010 - December 2011
Citi July 2010 - November 2010
PricewaterhouseCoopers September 2008 - August 2010
Grant Thornton LLP July 2006 - March 2008
Skills
Hedge Funds, Valuation, GAAP, Auditing, Accounting, Internal Controls, Finance, Asset Management, US GAAP, Private Equity, Fund Accounting, IFRS, Financial Reporting, Microsoft Excel, Mutual Funds, Financial Statements, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Master, Accountancy
Stony Brook University 2001 — 2004
Bachelor of Science (B.S.), Business administration and Computer Science
Citi October 2013 - Present
Citi September 2011 - October 2013
Deutsche Bank January 2011 - September 2011
AXA Equitable September 2008 - January 2011
Morgan Stanley August 2007 - May 2008
Morgan Stanley August 2006 - August 2007
Baruch College January 2004 - May 2006
Credit Suisse May 2005 - August 2005
Skills
Training, Organizational..., Team Building, Public Speaking, E-Learning, PeopleSoft, Talent Management, Microsoft Office, New Hire Orientations, Editing, Employee Engagement, Leadership Development, Change Management, Instructional Design, HRIS, Workshop Facilitation, Coaching, Needs Analysis
Education
Teachers College, Columbia University 2009 — 2011
Master of Arts, Adult Learning and Leadership
Baruch College, City University of New York (CUNY) 2002 — 2006
B.B.A., Industrial & Organizational Psychology
Luxury Imports Corp September 2012 - Present
Dave & Sam Fine Jewels November 2008 - June 2012
PricewaterhouseCoopers November 2007 - October 2008
HSBC Private Bank April 2007 - September 2007
BNP Paribas May 2006 - September 2006
Morgan Stanley October 2005 - May 2006
SOY Seforim Sale, Inc. 2003 - 2005
Citi June 2003 - August 2003
Skills
Talent Assessment, Talent Management, Organizational..., Leadership Development, Employee Engagement, Human Resources, Analysis, Program Management, Microsoft Office, Sales, Research
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
BS
Yeshiva University 2001 — 2005
Bachelor of Arts (B.A.)
Citi Executive AssistantBank of AmericaSeptember 2014 - Present
Skills
Customer Service, Public Speaking, Risk Management
Education
Baruch College, City University of New York (CUNY)
Cedarville University
Bachelor of Science (B.S.), Organizational Communication, General
University at Buffalo
Citi
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
Macy's July 2013 - Present
Global Payments February 2012 - July 2013
Global Payments February 2011 - February 2012
Chickasaw Nations Industries June 2010 - September 2010
SecureWorks August 2007 - July 2009
Federal Reserve Bank of New York January 2006 - July 2007
Citi April 2003 - January 2006
Skills
RSA (SIM), Splunks (SIM), ArcSight (SIM), Arbor Peakflow, Snort, IPS/IDS systems, Vmware vSphere, Security, Checkpoint, IPS, ArcSight, Network Security, Cisco, IDS, Switches, Firewalls, Vulnerability Assessment, VMware, VPN, Intrusion Detection, Malware Analysis, Information Security..., Information Assurance, VMware ESX, Risk Assessment, Vulnerability Management, Information Security, CISSP, Cisco Technologies, Snort, CCNA, ISO 27001, Routers, SIEM, vSphere
Education
Baruch College 2000 — 2007
BBA, Computer Information Systems
Certifications 2010 — 2012
CCNP Security, CCNP Voice, CCSA,F5-SEG: F5 System Engineer - LTM/GTM, GCIA, Information Technology
Citi
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Citi May 2014 - Present
KKR August 2008 - April 2014
Citi July 2005 - July 2008
Morgan Stanley 2003 - 2004
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, Venture Capital, Equities, Investments, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Bloomberg, LBO, Financial Analysis, Asset Management, Fixed Income, Corporate Development
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Major: Finance / Minor: Statistics
Insight Investment February 2015 - Present
IMRC LLC October 2008 - Present
Angelo, Gordon & Co. March 2014 - January 2015
Citi June 2012 - July 2013
Madison Square Investors June 2008 - April 2009
Goldman Sachs Asset Management April 2006 - April 2008
Morgan Stanley January 2004 - December 2005
GLOBEOP FINANCIAL SERVICES June 2003 - December 2003
DEUTSCHE ASSET MANAGEMENT October 2001 - June 2003
JPMorgan Chase April 1998 - July 2001
Skills
Investment Banking, Equities, Asset Management, Capital Markets, Fixed Income, Hedge Funds, Investments, Financial Modeling, Portfolio Management, Valuation, Derivatives, Emerging Markets, Corporate Finance, Private Equity, Financial Services, Alternative Investments, Trading, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Securities, Mutual Funds, Accounting
Education
Pace University 2004 — 2006
Master of Science (MS), Management Information Systems, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
JP Morgan July 2010 - Present
Vicis Capital, LLC May 2008 - March 2010
Bear Stearns Securities Corp August 2004 - April 2008
Citi June 2003 - August 2004
Citi June 2000 - June 2003
Skills
Hedge Funds, Corporate Actions, Settlements, Options, Prime Brokerage, Fixed Income, Equities, Derivatives, Securities Lending, Swaps, Settlement, Teamwork, Middle Office, Outstanding time..., Financial Services, Securities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Finance
Barclays Corporate Banking May 2015 - Present
Citi January 2008 - August 2014
Citi January 2005 - January 2008
Citi May 2001 - January 2004
Citi September 1991 - April 2001
Citi July 1989 - August 1991
Citi April 1986 - June 1989
Citi June 1981 - March 1986
Citi April 1977 - May 1981
Skills
Credit Risk, Trading, Financial Markets, Alternative Investments, Trading Systems, Securities, Due Diligence, Bloomberg, Credit Cards, Loans, FX Options, Series 7, Mergers & Acquisitions, Emerging Markets, Mutual Funds, Structured Products, Fixed Income, Derivatives, Equities, Management, Investments, Wealth Management, Capital Markets, Valuation, Payments, Cash Management, Investment Banking, Risk Management, Global Cash Management, Financial Modeling, Hedge Funds, Corporate Finance, Portfolio Management, Financial Services, Banking
Education
New York University - Leonard N. Stern School of Business 1976 — 1987
Bachelor of Science (B.S.), Managment and Marketing
Baruch College, City University of New York (CUNY) 1979 — 1980
Certified Financial Planner (CFP)
Citi
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
JPMorgan Chase July 2013 - Present
Citi April 2010 - Present
Citigroup February 2006 - April 2010
The Learning Annex 2004 - 2005
Skills
Derivatives, Business Analysis, Financial Reporting, Financial Modeling, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Citi May 2011 - Present
JP Morgan Chase June 2008 - May 2011
Bear Stearns November 2006 - June 2008
BMW 1997 - 2006
Accenture 1990 - 1997
Salomon Brothers 1987 - 1990
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Capital Markets, SDLC, Business Analysis, Financial Services, Derivatives, Risk Management, Banking, Securities
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
New York University March 2015 - Present
ADP August 2008 - October 2014
Lehman Brothers June 2005 - March 2008
Citi February 2001 - June 2006
Skills
SDLC, Business Analysis, Vendor Management, Visio, Financial Services, PeopleSoft, Software Project..., SQL, Process Improvement, Requirements Analysis, Fixed Income, Project Management, Business Process..., User Acceptance Testing, SharePoint, Result Oriented, Client Focus, Analysis, Business Process, Business Requirements
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Bank of Montreal Capital Market Corp September 2007 - Present
Citi 2005 - 2007
BNY Mellon 2004 - 2005
Barclays 2001 - 2004
PwC 1997 - 2000
Dreyfus 1995 - 1997
Skills
Banking, Finance, Accounting, Auditing, Account Reconciliation, General Ledger, Variance Analysis, Financial Statements, Portfolio Management, GAAP, Valuation, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
Bachelor's Degree, Accounting
Freelance 2001 - Present
Citi July 2008 - March 2013
Bank of America January 2006 - July 2008
TD Waterhouse October 2004 - April 2006
ALanguageBank, Inc November 1999 - July 2001
Skills
Translation, Proofreading, Localization, Editing, Language Services, Linguistics, Trados, Interpreting, Voice Over, Conference Interpreting, Simultaneous..., Financial Translation
Education
Baruch College 1993 — 1995
Master of Business Administration (MBA), Marketing
National Chengchi University 1988 — 1992
Bachelor of Arts (B.A.), Land Economics
Citi AVP - Senior Systems AdministratorHewlett-PackardSeptember 2014 - Present
Citgroup 1988 - Present
Citigroup 1988 - Present
Skills
Banking, Bloomberg, Commodity, Emerging Markets, Equity Derivatives, FINRA, Financial Services, Financial Modeling, Interest Rate..., Portfolio Management, Series 7, Valuation, Trading Systems, Structured Products, Strategic Planning, Product Control, Prime Brokerage, Middle Office, Investment Banking, Hedge Funds, Fixed Income, FX Options, Equities, Derivatives, Credit Derivatives, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1986 — 1992
BBA, Finance
Montefiore Health System December 2014 - Present
TSG January 2003 - Present
MediaBrix April 2014 - October 2014
Morgan Stanley September 2009 - August 2011
Citi January 2008 - August 2009
Skills
Business Intelligence, Analysis Services, Business Objects, Databases, Oracle, SSIS, SSRS, Erwin, OLAP, Business Intelligence...
Education
Baruch College
Microsoft Certified
Business Intelligence SSIS SSAS SSRS
Citi Private Bank December 2014 - Present
Citi July 2012 - November 2014
Traveled, Volunteered and Studied around the world February 2011 - April 2012
J.P. Morgan September 2009 - February 2011
AXA Advisors September 2005 - January 2009
AXA Advisors September 2005 - April 2007
Skills
Wealth Management, Financial Analysis, Investments, Risk Management, Mutual Funds, Portfolio Management, Securities, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Services, Financial Advisory, Strategic Planning, Equities
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investements
Citi April 2004 - Present
Citi June 1998 - March 2004
Salomon Smith Barney February 1998 - June 1998
OCBC (Oversea-Chinese Banking Corporation) May 1988 - January 1996
Skills
Financial Modeling, Project Management, Consulting, Financial Analysis, Derivatives, Credit Risk, Fixed Income, Corporate Finance, Business Analysis, Microsoft Office, Equities, Negotiation, Banking, Capital Markets, Investment Banking, Pearl/Essbase
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Investments, 3.83
Wells Fargo Bank April 2006 - Present
Wells Fargo October 2005 - March 2006
Citi 2000 - 2003
Bankers Association of the Philippines 1996 - 1999
Skills
Product Development, Product Management, Cross-functional Team..., Financial Modeling, pricing optimization, Project Management, Competitive Analysis, Pricing Optimization, Segmentation, Market Research, Program Management, Strategy, Business Analysis, Risk Management, Analysis, Analytics, Banking, Management
Education
City University of New York-Baruch College 1999 — 2001
M.B.A., Marketing and Finance, Zicklin School of Business
University of the Philippines 1994 — 1996
Master of Arts, Economics - Money & Banking
University of the Philippines 1987 — 1991
B.S., Business Economics
Stella Maris College, Philippines
Citi November 2012 - Present
Citi March 2009 - November 2012
Citi March 2008 - March 2009
Citi March 2006 - June 2008
Deutsche Bank March 2004 - March 2006
Solomon Smith Barney November 1999 - March 2004
BNP Paribas September 1997 - September 1999
Skills
Fixed Income, Financial Risk, Credit, Investment Banking, Portfolio Management, Credit Cards, Mortgage Lending, Derivatives, Finance, Financial Analysis, Valuation
Education
Pace University - Lubin School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
National Futures Association May 2014 - Present
Citi March 2009 - May 2014
Traiana October 2003 - September 2006
Skills
Banking, Risk Management, Portfolio Management, Credit, Credit Risk, Financial Risk, Financial Modeling, Equities, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MS, Quantitative Methods and Modeling
New York University 1994 — 1998
Bachelor of Science (BS), Economics
The Bronx High School of Science 1992 — 1994
High School Diploma, Biology
The Institute of Internal Auditors, Inc. New York Chapter June 2014 - Present
Columbia University Medical Center March 2008 - Present
New York University 2000 - 2008
Take-Two Interactive Software, Inc. January 2000 - May 2000
Synapse Group, Inc. March 1999 - January 2000
Citi September 1997 - February 1999
UFT March 1988 - September 1997
Skills
Auditing, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Internal Audit, Financial Accounting, GAAP, Financial Modeling, Managerial Finance, Enterprise Risk..., Risk Management, Analysis, Strategic Financial..., Corporate Governance, Corporate Finance, Accounts Receivable, Accounts Payable, General Ledger, QuickBooks, Tax, Leadership, Governance, Budgets, Finance, Financial Audits, Process Improvement, Risk Assessment, Financial Statements, Nonprofits, Financial Risk, Variance Analysis, Microsoft Excel, US GAAP, Account Reconciliation, Banking, Executive Management, Business Process..., Due Diligence
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
BBA, Accounting
Norman Thomas High School 1978 — 1982
Bookkeeping
Citi September 2013 - Present
OppenheimerFunds October 2008 - August 2013
Lehman Brothers June 2001 - October 2008
Skills
Vendor Management, Software Project..., Business Analysis, Capital Markets, Agile Methodologies, IT Strategy, Hedge Funds, Investment Banking, Asset Managment, IT Management, Program Management, Process Engineering, Outsourcing, Portfolio Management, Project Management, Agile Project Management, Agile Leadership, Change Champion, Thought Leadership
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Information Systems
BRJ Advisors LLC March 2012 - Present
BRJ Ministries Inc. February 2012 - Present
Nazareth Christian Fellowship November 2000 - Present
Financial Industry Regulatory Authority April 2007 - February 2011
Citi October 2005 - March 2007
New York Stock Exchange September 1988 - September 2005
Dean Witter Reynolds April 1986 - August 1988
Prudential Financial May 1981 - April 1986
United States Air Force April 1975 - March 1981
Skills
Bilingual, Public Speaking, Operational Risk..., AML, OFAC, Risk Management, Bank Secrecy Act, Securities, Hedge Funds, FINRA, Published Author, Equities, Capital Markets, Series 7, Mutual Funds, Fixed Income, Securities Regulation, Options, Asset Management, Investments, Wealth Management, Investment Advisory, Series 63
Education
Baruch College 1981 — 1986
Alliance Theological Seminary
Citi November 2009 - Present
Baruch College November 1998 - April 2009
Skills
Access, Business Analysis, SharePoint, Project Management, Information Technology, Data Analysis, System Administration, VBA, Networking, Active Directory, Disaster Recovery
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
MA, International Business Studies
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1983 — 1988
BBA, International Commerce
Citi September 2007 - Present
Citigroup 2007 - Present
New York Stock Exchange 2005 - 2007
Citigroup Global Markets Inc November 1995 - February 2005
Skills
Capital Markets, Securities, Surveillance, Operational Risk..., Equities, Investment Banking, Fixed Income, Management, Due Diligence, AML, Derivatives, Financial Risk, Series 7, Hedge Funds, Financial Markets, Financial Services, Alternative Investments, Trading
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
Citi April 2010 - Present
CIBC June 2007 - January 2009
JPMorgan Chase July 2005 - June 2007
Synygy October 2003 - June 2005
Skills
Financial Analysis, Data Analysis, Compliance, Investments, Municipal Bonds, Securities, Commercial Lending, Mortgage Lending
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Electrical Engineering
Baruch College 2006 — 2007
Certificate in, Finance and Investment Principles
Citi September 2011 - Present
Nomura Securities August 2010 - September 2011
American International Group (AIG) January 2008 - August 2010
Goldman Sachs March 2007 - November 2007
Bank of America November 2004 - February 2007
Thomson Reuters February 2001 - November 2004
Skills
Trading, Risk Management, Capital Markets, Asset Managment, Financial Risk
Education
Baruch College
Master
Dalian University of Technology
Bachelor
Grant Thornton LLP February 2013 - June 2014
Bank of America 2011 - 2012
Promontory Financial Group, LLC 2003 - 2010
KPMG US 2006 - 2007
Citi 2000 - 2002
Federal Reserve Bank of New York 1992 - 2000
Skills
Anti Money Laundering, Basel III, Board Governance, CAMS, CCAR, Capital Markets, Compliance Regulations, Counterparty Risk, Credit Risk, Cross-functional Team..., Data Management, Economic Sanctions, Electronic Payments, Enterprise Risk..., FinTech, Information Security, International Financial..., Market Risk, OFAC, Operational Risk, Prudential Regulation, Regulatory Requirements, Streamlining Work..., Stress Testing, Treasury Management, Federal Reserve, OCC, FDICIA
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Accountancy (CPA Program)
New York University
Bachelor of Arts (B.A.)
HHC-Kings County Hospital August 2003 - Present
Citi February 2014 - April 2015
Skills
Outlook, Data Entry, Administrative..., Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Healthcare, Research, Event Planning, Teamwork, Strategic Planning, Data Analysis, Time Management, Social Media, Retail Banking
Education
Baruch College 2008 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services, 3.2
Baruch College 2002 — 2007
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Brooklyn tech 1998 — 2002
NYS Regents Diploma, Media Communications
HAFTR H.S. Scheduling, Report Cards, Attendance, Honor Roll, Update GPA's/CreditshommomJanuary 1979 - December 1991
Citi July 1972 - January 1979
Skills
Event Planning, Public Speaking, Microsoft Office, Customer Service, Team Building, Accounting, Budgets, Leadership Development, Teaching, Leadership, Nonprofits, Social Media
Education
City University of New York-Baruch College 1972 — 1974
Associate's degree, Accounting
Sprint February 2015 - Present
Sprint September 2013 - February 2015
Payless ShoeSource January 2013 - September 2013
Payless ShoeSource January 2012 - January 2013
CME Group 2006 - 2010
TANSTAAFL Research & Trading 2004 - 2006
Citi July 1999 - February 2002
Skills
Financial Planning, Financial Modeling, Financial Analysis, Excel, Bloomberg, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2004
MBA, Finance & Strategic Mgt.
Siena College 1995 — 1999
BS, Finance
Citi 2013 - Present
Barclays Capital 2010 - 2013
Citi 2010 - 2010
KPMG Advisory 2006 - 2010
US Army 1999 - 2002
Skills
Due Diligence, Financial Risk, Banking, Anti Money Laundering, Internal Audit, Risk Management, Analysis, Management, Financial Analysis, KYC, Financial Services, Finance, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BBA, Finance and Investment
Morgan Stanley November 2014 - Present
Citi July 2013 - October 2014
Elizabeth St. Wine & Liquor Store February 2011 - October 2013
McGraw-Hill April 2012 - May 2013
BNY Mellon July 2009 - August 2009
Skills
Human Resources, Vendor Relations, Accruals, Budgeting, Expense Allocation, Invoice Processing, Microsoft Excel, Recruiting, Microsoft Office, Outlook, Management, Analysis, Customer Service, Cross-team Communication, Executive..., Event Management, Project Management, PowerPoint, Microsoft Word, Teamwork, Social Media, Event Planning, Applicant Tracking..., Social Networking, Cantonese, Data Analysis, Research, Data Entry, Time Management, Windows, Mac
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Human Resource Management
Fort Hamilton High School
Advanced Regents Diploma
Citi June 2015 - Present
Dunkin Donuts September 2013 - June 2015
Dunkin Donuts September 2012 - September 2013
Dunkin Donuts December 2011 - September 2012
Skills
Microsoft Excel, Customer Service, Leadership, Analysis, Teamwork, Microsoft Word, PowerPoint, SPSS, Inventory Management, Communication, Employee Training, Restaurant Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's Degree, Finance and Investments, 3.26
Gen II Fund Services, LLC June 2009 - Present
Citi June 2007 - June 2009
BISYS Fund Services (formerly known as Dalessio, Millner & Leben LLP) June 2003 - June 2007
Skills
Private Equity..., Accounting, Equities, Finance, Private Equity, Alternative Investments, Tax, Capital Markets, Valuation, Hedge Funds, Bloomberg, Financial Reporting
Education
Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
None January 2011 - Present
Trinity-UMC January 2007 - January 2012
Kelly Services September 2011 - December 2011
Citi August 2006 - July 2009
Riverside Church/ Genard Group December 2005 - July 2006
Deutsche Bank/Spherion July 2004 - February 2005
Skills
Microsoft Office, Calendaring, Travel Arrangements, Calendars, Concur, Administrative..., Outlook, Confidentiality, Office Management, Spreadsheets, Expense Management, Lotus Notes, Expenses
Education
Baruch College
Business Administration
Borough of Manhattan Community College
AAS, Secretarial Science
NYC Department of Education September 2004 - Present
Citi February 2001 - May 2004
Skills
Literacy, Educational Leadership, Elementary Education, Special Education, K-12, Educational Technology, Social Studies, Curriculum Mapping, Secondary Education, Language Arts, ESL
Education
City University of New York-Herbert H. Lehman College 2004 — 2006
MsEd, Mathematics Teacher Education
Baruch College 1995 — 1998
Bachelor of Science (BS), Computer Information Systems
China Merchants Bank, New York February 2014 - Present
BLUEBAY INTERNATIONAL INC November 2010 - Present
BNP Paribas Fortis April 2006 - October 2010
Citi August 2000 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Budgets
Education
Baruch College 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Xiamen University 1983 — 1987
Bachelor of Business Administration (B.B.A.), International Business
Standard & Poor's August 2013 - March 2014
Standard & Poor's September 2010 - July 2013
Standard & Poor's October 2005 - September 2010
Citi July 2002 - August 2002
Skills
Asset Valuation, Advanced Business..., Technical Analysis, Corporate Finance, Equities, Fixed Income, Financial Accounting, Probability, Credit Analysis, SQL, Microsoft Office, Bloomberg, Analysis, Investments, Capital Markets, Finance, Valuation, Financial Markets, Derivatives, Accounting, Credit, Financial Modeling, Management, Bonds, Portfolio Management
Education
Baruch College 2006 — 2010
Bachelor of Business Administration, Finance & Invesments
Ascender Software, LLC April 2013 - Present
OptumHealth Collaborative Care November 2011 - April 2013
SCAN Health Plan September 2010 - November 2011
Healthcare Partners Medical Group 2007 - 2010
Greater Newport Physicians 2006 - 2007
Citi 1987 - 1997
Skills
Healthcare, Healthcare Management, Managed Care, Healthcare Information..., Medicare, HIPAA, EHR, Medicaid, Utilization Management, Healthcare Consulting, Disease Management, EMR, Revenue Cycle, Health Policy, Hospitals, Health Insurance, Provider Relations, Healthcare Industry, Informatics, Medical Coding, Medical Terminology, ICD-9, Clinical Research, Medical Records, Software Documentation, Home Care, Network Development, Quality Improvement, Nursing, HMO, Physician Relations, Physicians, Health Information..., Epic Systems, Inpatient, Ambulatory, Medicine, Health Information..., Practice Management, Case Managment, HEDIS, ICD-10, Medical Billing, Health Education, CPT, Revenue Cycle Management, Meditech, HL7, Patient Safety, Credentialing
Education
Baruch College
BBA, Org Psych
Citi February 2015 - Present
Morgan Stanley Smith Barney April 2012 - February 2015
Citi January 2008 - March 2012
BNY Mellon October 2004 - January 2008
Skills
Tax, Account Reconciliation, Accounting, Banking, Financial Reporting, Securities, Equities, Financial Services, Financial Modeling, Microsoft Excel, Bloomberg, Accounts Receivable, Customer Service, Financial Analysis
Education
Baruch College 2002 — 2004
Bachelor of Science (BS), Small Business Administration/Management
CUNY New York City College of Technology 2000 — 2002
Associate's degree, Accounting
FXCM August 2010 - Present
KKR March 2007 - July 2010
Citi July 2004 - April 2007
PwC April 2000 - July 2004
KPMG US September 1993 - April 2000
Skills
Financial Analysis, Derivatives, Financial Reporting, Capital Markets, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, Auditing, Financial Modeling, Internal Controls, SEC filings, Accounting, Financial Services, Finance, Private Equity, US GAAP, Valuation, Internal Audit, Financial Statements, Account Reconciliation, Risk Management, Financial Risk, Treasury, Banking, Enterprise Risk...
Education
Baruch College 1988 — 1991
Bachelor of Business Administration (BBA), Accounting
Citi May 2013 - Present
Citi January 2008 - June 2014
Citi December 2008 - November 2010
Citi March 2008 - December 2008
Citi May 2001 - March 2008
Skills
HR Business Partner, Strategic HR, HR Transformation, Performance Management, Talent Management, Organizational Design, Employee Relations, Project Management, Re-engineering, HR Policies, Processes..., HRIS, Problem Solving, Succession Planning
Education
Baruch College 2004 — 2007
Master of Business Administration (MBA), Human Resources Management
St. John's University 1998 — 2002
Bachelor of Science (B.S.), Health Care Administration
Citi May 2007 - Present
Citi January 2002 - May 2007
Citi June 1998 - January 2002
Pathmark Stores, Inc. March 1990 - June 1998
Skills
Microsoft Office Suite, Adobe Professional, SunGard, Intralink, Citi Applications (P2P,...
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
Business Administration and Management, General
Citi March 2013 - Present
Citi March 2012 - February 2013
Citi June 2010 - February 2012
USI Insurance Services August 2007 - September 2009
American Express May 1995 - May 2007
Skills
Process Improvement, Cross-functional Team..., Business Analysis, Forecasting, Change Management, Management, Strategy, Finance, Analytics, Banking, Budgets, Leadership, Analysis, Six Sigma, SAP
Education
Baruch College 1990 — 1995
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Coventry Health Care November 1996 - Present
Kaiser Permanente November 1994 - November 1996
New York City Transit January 1989 - September 1994
Citi June 1988 - December 1988
J.P. Morgan February 1987 - June 1988
Skills
Data Analysis, SAS programming, PL/SQL, Microsoft Excel, Access, Managed Care, Data Mining, Leadership, Healthcare Information..., Forecasting
Education
North Carolina State University 1996 — 1999
Master of Business Administration (MBA)
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Computer Information Systems
New York Life Insurance Company January 2014 - Present
Centerline Capital Group August 2008 - January 2014
Citi January 2007 - August 2008
Skills
GAAP, Tax, General Ledger, CPA, SEC filings, Tax Accounting, US GAAP, Financial Statements, Corporate Tax, Tax Preparation, Journal Entries
Education
Baruch College
Bachelor's degree, Accounting
Citi February 1990 - Present
Lerner Stores June 1983 - June 1989
Education
Baruch College 1991 — 1995
Bachelor of Arts (BA), Accounting
Borough of Manhattan Community College 1984 — 1986
Associate of Arts and Sciences (AAS), Banking and Finance
Catholic Foundation for Brooklyn and Queens December 2010 - Present
Marathon Ventures Media Sales May 2010 - December 2010
Citi 2005 - 2006
Brooklyn Industries 2004 - 2005
Brooklyn Industries 2003 - 2004
Skills
Nonprofits, Microsoft Office, Fundraising, Microsoft Excel, Event Planning, Community Outreach, Public Speaking, Volunteer Management, Grants, Program Development, Program Evaluation, Program Management, Research, Leadership, WizeHive, Blackbaud Sphere, Giftrak, Financial Analysis, Grant Writing, Process Improvement
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2006 — 2010
Bachelor's degree, Economics and Sociology
Citi December 2014 - Present
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Cross Selling, Credit Risk, Cash Management, Lines Of Credit, Credit Cards, Deposits, Financial Services, Relationship Management, Mortgage Banking, Human Resources, Leadership
Education
Baruch College 2010 — 2013
Bachelor's Degree, Human Resources Management and Services
NICE Actimize October 2014 - Present
SEP Technology Consulting, LLC July 2013 - April 2014
Northern Trust Hedge Fund Services 2012 - 2013
Omnium LLC 2010 - 2012
Citi 2009 - 2010
Citi 2008 - 2009
Lehman Brothers 2007 - 2008
Citi 2004 - 2007
Skills
SDLC, Agile Project Management, Agile & Waterfall..., Scrum, RAD, JAD, RUP, CMM, Business Process..., Process Modeling, N-tier, Business Workflows, Workflow Diagrams, Production Support, Project Management, Experienced Business..., Business Analysis..., Business Analysis, Relationship Management, Vendor Management, Data Mining, Technical Support, Business Requirements, Technical Writing, Client Relations Skills, Customer Oriented, Client Facing Skills, Reporting & Analysis, Executive Reporting, Report Writing, Metrics Reporting, Metric Development, Billing Process, Data Analysis, Hedge Funds, Project Planning, User Acceptance Testing, Risk Management, Operational Risk, Derivative Operations, Business Impact Analysis, Change Management, Use Case Analysis, Stakeholder Management, Process Improvement, End User Training, Process Flow..., Systems Analysis, Software Deployment, CRM
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Computer Information Systems
FLHS
JPMorgan Chase October 2013 - Present
New York City Department of Health and Mental Hygiene December 2011 - October 2013
Guangzhou Metro August 2010 - October 2010
WISE Office at Stony Brook University September 2008 - May 2010
Citi December 2008 - January 2009
Skills
Microsoft Excel, Data Analysis
Education
Baruch College 2011 — 2013
Master of Science (M.S.), Accounting
Stony Brook University 2006 — 2010
Bachelor of Science (B.S.), Information Systems, Business Management
日本大学 / Nihon University 2008 — 2008
Zhixin Middle School
Citi June 1998 - Present
Skills
Banking, Microsoft Office, Customer Service, Financial Analysis, PowerPoint, Microsoft Word, Leadership, Credit, Accounting, Strategic Planning
Education
Baruch College, City University of New York (CUNY)
HSBC Securities December 2003 - Present
Citi July 1999 - December 2003
Skills
Series 7, series 9, series 10, Series 24, Series 63, series 66, Life & Health Insurance..., Financial Services
Education
City University of New York-Baruch College
New York Methodist Hospital January 2015 - May 2015
Bellevue Hospital Center September 2014 - December 2014
Niederhoffer Management LLC March 2009 - July 2012
De Beers Diamond Jewellers September 2008 - December 2008
Citi September 2007 - December 2007
Education
Long Island University 2013 — 2015
Bachelor’s Degree, Bachelor of Science in Nursing
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor’s Degree, ZICKLIN School of Business; Finance & Investments
Citi
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Bachelor of Business Administration (BBA), Accounting, B