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
Tyler Burkett Tyler Burkett's Citi Experience February 2009 - May 2009
Job MBA Candidate at Chicago Booth School of Business
Industry Financial Services
Experience
Capital One January 2013 - July 2014
Capital One October 2012 - January 2013
Capital One Bank July 2010 - November 2012
Westood Asset Management May 2008 - August 2009
Citi February 2009 - May 2009
Doostang June 2006 - April 2008
Skills
Mortgage Banking, Finance, Strategy, Stock Valuations, Fixed Income Research, Investments, Fixed Income Analysis, Financial Modeling, Credit, Derivatives, Credit Risk, Financial Risk, Analytics, Portfolio Management, Microsoft Excel
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Washington University, Olin Business School 2006 — 2010
Bachelor of Science, Business Administration; Finance, Economics and Strategy
Capital One January 2013 - July 2014
Capital One October 2012 - January 2013
Capital One Bank July 2010 - November 2012
Westood Asset Management May 2008 - August 2009
Citi February 2009 - May 2009
Doostang June 2006 - April 2008
Skills
Mortgage Banking, Finance, Strategy, Stock Valuations, Fixed Income Research, Investments, Fixed Income Analysis, Financial Modeling, Credit, Derivatives, Credit Risk, Financial Risk, Analytics, Portfolio Management, Microsoft Excel
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Washington University, Olin Business School 2006 — 2010
Bachelor of Science, Business Administration; Finance, Economics and Strategy
Gary Uhl Gary Uhl's Citi Experience August 2009 - October 2010
Job Director of Operations at First American Mortgage Solutions
Industry Financial Services
Experience
First American Mortgage Solutions January 2015 - July 2015
Bank of America October 2010 - March 2014
Citi August 2009 - October 2010
Affinity Mortgage May 2002 - July 2009
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Portfolio Management, Banking, FHA, Financial Services, Refinance, Finance, Residential Mortgages, Financial Analysis, Business Development, Analytics, Real Estate, Marketing, Strategic Planning, Account Management, Sales Management, Risk Management, Relationship Management, Underwriting, Leadership, Management, Executive Management, Sales, Credit Analysis, Funding, Loan Origination
Education
University of Dallas 1991 — 1996
Bachelor of Science (BS), Chemistry
First American Mortgage Solutions January 2015 - July 2015
Bank of America October 2010 - March 2014
Citi August 2009 - October 2010
Affinity Mortgage May 2002 - July 2009
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Portfolio Management, Banking, FHA, Financial Services, Refinance, Finance, Residential Mortgages, Financial Analysis, Business Development, Analytics, Real Estate, Marketing, Strategic Planning, Account Management, Sales Management, Risk Management, Relationship Management, Underwriting, Leadership, Management, Executive Management, Sales, Credit Analysis, Funding, Loan Origination
Education
University of Dallas 1991 — 1996
Bachelor of Science (BS), Chemistry
Barry Best Barry Best's Citi Experience 1996 - 2006
Job Private Equity and Investment Banking Professional at AEG Partners LLC
Industry Investment Banking
Experience
AEG Partners October 2012 - Present
Discus Ventures September 2009 - October 2012
Sagent Advisors 2006 - 2009
Citi 1996 - 2006
Skills
Investment Banking, Debt, Private Equity, Private Placements, Loan Origination, Fairness Opinions, LBO, Leveraged Finance, Capital Markets, Valuation, M&A experience, DCF, Restructuring, Due Diligence, Equities, Structured Finance, Financial Services, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Venture Capital, Corporate Development, Investments, IPO, Financial Structuring, Emerging Markets, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Banking, High Yield, Capital Raising, Mezzanine, Capital Structure, Divestitures, Equity Research, Middle Market
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Arts (B.A.), Finance
AEG Partners October 2012 - Present
Discus Ventures September 2009 - October 2012
Sagent Advisors 2006 - 2009
Citi 1996 - 2006
Skills
Investment Banking, Debt, Private Equity, Private Placements, Loan Origination, Fairness Opinions, LBO, Leveraged Finance, Capital Markets, Valuation, M&A experience, DCF, Restructuring, Due Diligence, Equities, Structured Finance, Financial Services, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Venture Capital, Corporate Development, Investments, IPO, Financial Structuring, Emerging Markets, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Banking, High Yield, Capital Raising, Mezzanine, Capital Structure, Divestitures, Equity Research, Middle Market
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Arts (B.A.), Finance
Joyce Park Joyce Park's Citi Experience 1996 - 1998
Job Special Assistant to the Pastor at St. Mary's Catholic Church
Industry Financial Services
Experience
Genworth Financial February 2014 - August 2014
Entandem (Full-service marketing & card payments systems consulting.) 2005 - 2009
Visa 2003 - 2004
Visa 2000 - 2002
Intuit 1998 - 2000
Citi 1996 - 1998
Citi 1991 - 1996
Skills
Banking, Financial Services, Financial Modeling, Project Management, Business Strategy, Strategic Partnerships, Management Consulting, Cross-functional Team..., Management, Risk Management, Product Management, Product Development, E-commerce, Credit Cards, Analytics, Strategy, Marketing, Business Analysis, CRM, Start-ups, Executive Management, Leadership, Program Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Michigan
Bachelor of Arts (B.A.), Economics
Genworth Financial February 2014 - August 2014
Entandem (Full-service marketing & card payments systems consulting.) 2005 - 2009
Visa 2003 - 2004
Visa 2000 - 2002
Intuit 1998 - 2000
Citi 1996 - 1998
Citi 1991 - 1996
Skills
Banking, Financial Services, Financial Modeling, Project Management, Business Strategy, Strategic Partnerships, Management Consulting, Cross-functional Team..., Management, Risk Management, Product Management, Product Development, E-commerce, Credit Cards, Analytics, Strategy, Marketing, Business Analysis, CRM, Start-ups, Executive Management, Leadership, Program Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Michigan
Bachelor of Arts (B.A.), Economics
Matt Joherl, PHR Matt Joherl, PHR's Citi Experience August 2006 - July 2013
Job Agent Recruiter at State Farm "Helping Entrepreneurs Get To A Better State"
Industry Insurance
Experience
State Farm July 2013 - Present
Citi August 2006 - July 2013
The Bayside Group (MRI) May 2003 - August 2006
Guess? June 2001 - May 2003
Dillards June 1999 - June 2001
Skills
Compliance, Human Resources, Training, Interviews, Recruiting, Talent Acquisition, Management, HR Policies, Payroll, Customer Service, Leadership, Employment Law, Executive Search, Temporary Placement, Sales, Employee Relations, Process Improvement, Financial Services, Vendor Management, Time Management, College Recruiting, Applicant Tracking..., Sourcing, Onboarding, Internet Recruiting, Talent Management, Hiring, Taleo, Cold Calling, Performance Management, HRIS, Technical Recruiting, Benefits Negotiation, PeopleSoft, New Hire Orientations, Contract Recruitment, Staffing Services, Workforce Planning, Succession Planning, Screening Resumes, Screening, Employee Engagement, Employer Branding, Deferred Compensation, Resume Writing, Employee Training, Job Descriptions, Personnel Management, Temporary Staffing, Benefits Administration
Education
University of South Florida - College of Business Administration 2006 — 2007
PHR Certification, Professional Human Resources
The University of Akron 1995 — 1999
Bachelor of Arts, Fashion Merchandising - Minor: Music
Mayfield High School
High School
State Farm July 2013 - Present
Citi August 2006 - July 2013
The Bayside Group (MRI) May 2003 - August 2006
Guess? June 2001 - May 2003
Dillards June 1999 - June 2001
Skills
Compliance, Human Resources, Training, Interviews, Recruiting, Talent Acquisition, Management, HR Policies, Payroll, Customer Service, Leadership, Employment Law, Executive Search, Temporary Placement, Sales, Employee Relations, Process Improvement, Financial Services, Vendor Management, Time Management, College Recruiting, Applicant Tracking..., Sourcing, Onboarding, Internet Recruiting, Talent Management, Hiring, Taleo, Cold Calling, Performance Management, HRIS, Technical Recruiting, Benefits Negotiation, PeopleSoft, New Hire Orientations, Contract Recruitment, Staffing Services, Workforce Planning, Succession Planning, Screening Resumes, Screening, Employee Engagement, Employer Branding, Deferred Compensation, Resume Writing, Employee Training, Job Descriptions, Personnel Management, Temporary Staffing, Benefits Administration
Education
University of South Florida - College of Business Administration 2006 — 2007
PHR Certification, Professional Human Resources
The University of Akron 1995 — 1999
Bachelor of Arts, Fashion Merchandising - Minor: Music
Mayfield High School
High School
Andrew Dragoumis Andrew Dragoumis's Citi Experience September 1991 - January 1994
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2003 - Present
Credit Suisse January 1994 - July 2003
Citi September 1991 - January 1994
Education
The University of Chicago Booth School of Business
MBA
UBS Investment Bank September 2003 - Present
Credit Suisse January 1994 - July 2003
Citi September 1991 - January 1994
Education
The University of Chicago Booth School of Business
MBA
Abhijit Bhide Abhijit Bhide's Citi Experience June 2002 - June 2005
Job Director, Industrials Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2007 - Present
Citi June 2002 - June 2005
Skills
Investment Banking, Valuation, Fixed Income, Due Diligence, Equities, Alternative Investments, Capital Markets, Financial Modeling, Hedge Funds, Structured Finance, LBO, Private Equity, Financial Structuring, Corporate Finance, Emerging Markets
Education
The University of Chicago Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
University of Mumbai 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
Bank of America Merrill Lynch September 2007 - Present
Citi June 2002 - June 2005
Skills
Investment Banking, Valuation, Fixed Income, Due Diligence, Equities, Alternative Investments, Capital Markets, Financial Modeling, Hedge Funds, Structured Finance, LBO, Private Equity, Financial Structuring, Corporate Finance, Emerging Markets
Education
The University of Chicago Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
University of Mumbai 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
John Straughn John Straughn's Citi Experience August 2010 - Present
Job North America Wholesale Controllers at Citi
Industry Accounting
Experience
Citi August 2010 - Present
Skills
Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Accounting for the..., Capital Markets..., Securities lending, Repurchase Agreements /..., Sell / Buy Backs, Equity Derivatives, Credit Derivatives, Interest Rate..., Fixed Income Securities, Forward Rate Agreements, To Be Announced US..., TBA Dollar Rolls, Asset Backed Financing, Asset Backed Securities..., cross currency swaps, Asset Backed Commercial..., Off Balance Sheet..., Broker / Dealer..., Auction Rate Securities..., Cash Management, Fixed Income, Finance, Capital Markets, CPA
Education
The University of Akron 1999 — 2004
Bachelor of Science (BS), Accounting
Citi August 2010 - Present
Skills
Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Accounting for the..., Capital Markets..., Securities lending, Repurchase Agreements /..., Sell / Buy Backs, Equity Derivatives, Credit Derivatives, Interest Rate..., Fixed Income Securities, Forward Rate Agreements, To Be Announced US..., TBA Dollar Rolls, Asset Backed Financing, Asset Backed Securities..., cross currency swaps, Asset Backed Commercial..., Off Balance Sheet..., Broker / Dealer..., Auction Rate Securities..., Cash Management, Fixed Income, Finance, Capital Markets, CPA
Education
The University of Akron 1999 — 2004
Bachelor of Science (BS), Accounting
Scott Sanderson Scott Sanderson's Citi Experience 2003 - Present
Job Senior Vice President at Citi
Industry Banking
Experience
Citi 2003 - Present
Univ of Texas at Austin (McCombs) and Univ of Texas at Dallas (Jindal) 2002 - Present
NetworkTwo/Copernica Networks 2000 - 2002
Verizon Wireless (PrimeCo) 1997 - 2000
American Airlines / SABRE 1991 - 1997
Skills
Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Management, Banking, Financial Services, Strategic Planning, CRM, Leadership, Forecasting, Strategic Financial..., Financial Planning, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign
BA, Economics
Citi 2003 - Present
Univ of Texas at Austin (McCombs) and Univ of Texas at Dallas (Jindal) 2002 - Present
NetworkTwo/Copernica Networks 2000 - 2002
Verizon Wireless (PrimeCo) 1997 - 2000
American Airlines / SABRE 1991 - 1997
Skills
Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Management, Banking, Financial Services, Strategic Planning, CRM, Leadership, Forecasting, Strategic Financial..., Financial Planning, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign
BA, Economics
Yijun Li's Citi Experience July 2014 - August 2014
Job Investment Manager in Student Managed Fund at University of Connecticut
Industry Financial Services
Experience
University of Connecticut August 2015 - Present
KPMG China July 2015 - August 2015
University of Connecticut September 2014 - May 2015
University of Connecticut January 2014 - December 2014
Citi July 2014 - August 2014
University of Connecticut January 2014 - January 2014
Industrial and Commercial Bank of China June 2013 - August 2013
South German Bakery, Cafe Konstan January 2012 - March 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor of Science (BS), Finance, General
Beijing Zhongguancun High School 2009 — 2012
Olarin Lukio (High School), Espoo, Finland 2010 — 2010
Exchange Program
University of Connecticut August 2015 - Present
KPMG China July 2015 - August 2015
University of Connecticut September 2014 - May 2015
University of Connecticut January 2014 - December 2014
Citi July 2014 - August 2014
University of Connecticut January 2014 - January 2014
Industrial and Commercial Bank of China June 2013 - August 2013
South German Bakery, Cafe Konstan January 2012 - March 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor of Science (BS), Finance, General
Beijing Zhongguancun High School 2009 — 2012
Olarin Lukio (High School), Espoo, Finland 2010 — 2010
Exchange Program
Cristina D. Pelaez's Citi Experience August 2014 - Present
Job Associate at Citi / Chicago Booth MBA grad
Industry Financial Services
Experience
Citi August 2014 - Present
M&T Bank June 2013 - August 2013
Auto Club Enterprises Insurance Group 2009 - 2012
Skills
Competitive Analysis, Business Strategy, Product Management, Financial Modeling, Management, Analytics, Microsoft Access, Presenting to Senior..., Strategic Insights, Market Research, Financial Analysis, Strategy, Access, Mergers & Acquisitions, Data Analysis, Cross-functional Team..., Analysis, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Economics, Finance
University of Pennsylvania
Citi August 2014 - Present
M&T Bank June 2013 - August 2013
Auto Club Enterprises Insurance Group 2009 - 2012
Skills
Competitive Analysis, Business Strategy, Product Management, Financial Modeling, Management, Analytics, Microsoft Access, Presenting to Senior..., Strategic Insights, Market Research, Financial Analysis, Strategy, Access, Mergers & Acquisitions, Data Analysis, Cross-functional Team..., Analysis, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Economics, Finance
University of Pennsylvania
Danielle Raniolo Danielle Raniolo's Citi Experience June 2014 - August 2014
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Citi June 2014 - August 2014
KPMG 2011 - 2012
KPMG 2009 - 2011
KPMG July 2008 - August 2008
Skills
Auditing, Financial Analysis, Banking, Financial Reporting, Financial Services, US GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Corporate Finance, Valuation
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Economics
Villanova University 2005 — 2009
Bachelor of Science in Accountancy, Bachelor of Business Administration in Finance
Somers High School 2001 — 2005
Citi June 2014 - August 2014
KPMG 2011 - 2012
KPMG 2009 - 2011
KPMG July 2008 - August 2008
Skills
Auditing, Financial Analysis, Banking, Financial Reporting, Financial Services, US GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Corporate Finance, Valuation
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Economics
Villanova University 2005 — 2009
Bachelor of Science in Accountancy, Bachelor of Business Administration in Finance
Somers High School 2001 — 2005
Paul Lester Paul Lester's Citi Experience August 1995 - May 1996
Job Senior Software Developer at AIG
Industry Banking
Experience
AIG September 2014 - Present
Bank of America March 2010 - August 2014
SAIC August 2008 - March 2010
Bank of America May 2004 - June 2008
PDX January 2002 - June 2004
TXU Energy October 2000 - February 2002
NEC November 1998 - October 2000
Travelocity May 1998 - November 1998
BNSF Railway May 1996 - May 1998
Citi August 1995 - May 1996
Education
The University of Akron
AIG September 2014 - Present
Bank of America March 2010 - August 2014
SAIC August 2008 - March 2010
Bank of America May 2004 - June 2008
PDX January 2002 - June 2004
TXU Energy October 2000 - February 2002
NEC November 1998 - October 2000
Travelocity May 1998 - November 1998
BNSF Railway May 1996 - May 1998
Citi August 1995 - May 1996
Education
The University of Akron
María Fernanda Ortiz Gómez María Fernanda Ortiz Gómez's Citi Experience June 2015 - Present
Job Management Associate at Citi
Industry Banking
Experience
Citi June 2015 - Present
Banco de Bogotá Panamá May 2010 - June 2013
Banco de Bogota March 2008 - May 2010
Skills
Spanish, Capital Markets, Economics, English, Banking, Latin America, Portfolio Management, Team Leadership, Investments, Project Management, Finance
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad Externado de Colombia 2002 — 2007
Profesional en Finanzas y Relaciones Internacionales, Finance, General
Citi June 2015 - Present
Banco de Bogotá Panamá May 2010 - June 2013
Banco de Bogota March 2008 - May 2010
Skills
Spanish, Capital Markets, Economics, English, Banking, Latin America, Portfolio Management, Team Leadership, Investments, Project Management, Finance
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad Externado de Colombia 2002 — 2007
Profesional en Finanzas y Relaciones Internacionales, Finance, General
Glenda G Kass Glenda G Kass's Citi Experience September 2014 - Present
Job VP, Global Digital Product Manager at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
NCR Corporation November 2013 - August 2014
Sabre Holdings October 2012 - October 2013
Sabre Holdings - Travelocity November 2011 - November 2012
Sabre Holdings - Travelocity October 2010 - December 2011
Sabre Holdings - Travelocity June 2007 - September 2010
CellStar May 2006 - June 2007
The Shams Group 2005 - 2006
Intelemedia 2004 - 2005
Various 2002 - 2004
Skills
Product Marketing, Cross-functional Team..., Product Management, Team Building, Strategic Planning, Program Management, E-commerce, Process Improvement, Product Launch, Problem Solving, Competitive Analysis, Contract Negotiation, Strategy, SaaS, Direct Sales, Management, Project Management, Business Analysis, Vendor Management, Strategic Partnerships, Start-ups, Marketing Strategy, Business Development, Telecommunications, New Business Development, Leadership, Sales Management, Sales, Professional Services, Business Strategy, Mobile Devices, Account Management, Business Planning, Enterprise Software, Team Leadership, Product Development, Market Research, Pricing, Analysis, Analytics, Business Process, Negotiation, Forecasting, SDLC, Decision Making Skills, Agile Methodologies, Budgets, Lead Generation, Business Intelligence, Marketing
Education
The University of Dallas
MBA, Corporate Finance
University of Michigan
BS Engineering, Industrial Operations (Operations Research)
Citi September 2014 - Present
NCR Corporation November 2013 - August 2014
Sabre Holdings October 2012 - October 2013
Sabre Holdings - Travelocity November 2011 - November 2012
Sabre Holdings - Travelocity October 2010 - December 2011
Sabre Holdings - Travelocity June 2007 - September 2010
CellStar May 2006 - June 2007
The Shams Group 2005 - 2006
Intelemedia 2004 - 2005
Various 2002 - 2004
Skills
Product Marketing, Cross-functional Team..., Product Management, Team Building, Strategic Planning, Program Management, E-commerce, Process Improvement, Product Launch, Problem Solving, Competitive Analysis, Contract Negotiation, Strategy, SaaS, Direct Sales, Management, Project Management, Business Analysis, Vendor Management, Strategic Partnerships, Start-ups, Marketing Strategy, Business Development, Telecommunications, New Business Development, Leadership, Sales Management, Sales, Professional Services, Business Strategy, Mobile Devices, Account Management, Business Planning, Enterprise Software, Team Leadership, Product Development, Market Research, Pricing, Analysis, Analytics, Business Process, Negotiation, Forecasting, SDLC, Decision Making Skills, Agile Methodologies, Budgets, Lead Generation, Business Intelligence, Marketing
Education
The University of Dallas
MBA, Corporate Finance
University of Michigan
BS Engineering, Industrial Operations (Operations Research)
Ahmed Abdel-Saheb Ahmed Abdel-Saheb's Citi Experience June 2014 - August 2014
Job Associate at Greenhill & Co.
Industry Banking
Experience
Greenhill & Co. September 2015 - Present
Citi June 2014 - August 2014
Federal Reserve Bank of Chicago April 2013 - May 2014
Federal Reserve Bank of Chicago June 2011 - April 2013
Department of Treasury June 2007 - June 2011
Skills
Risk Management, Financial Reporting, Compliance, Derivatives, Risk, Financial Risk, Financial Modeling, Valuation, Financial Analysis, Financial Institutions, Finance, Loans, Analysis, Credit Analysis, Portfolio Management, Capital Markets, Credit Risk
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Dean's List (Multiple Quarters)
University of Maryland - Robert H. Smith School of Business
B.S., Economics, Marketing
Greenhill & Co. September 2015 - Present
Citi June 2014 - August 2014
Federal Reserve Bank of Chicago April 2013 - May 2014
Federal Reserve Bank of Chicago June 2011 - April 2013
Department of Treasury June 2007 - June 2011
Skills
Risk Management, Financial Reporting, Compliance, Derivatives, Risk, Financial Risk, Financial Modeling, Valuation, Financial Analysis, Financial Institutions, Finance, Loans, Analysis, Credit Analysis, Portfolio Management, Capital Markets, Credit Risk
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Dean's List (Multiple Quarters)
University of Maryland - Robert H. Smith School of Business
B.S., Economics, Marketing
Kevin Spray, CFP® Kevin Spray, CFP®'s Citi Experience August 2012 - February 2013
Job Staff Financial Advisor at Summit Financial Strategies, Inc.
Industry Investment Management
Experience
Summit Financial Strategies, Inc. March 2014 - Present
Summit Financial Strategies, Inc. March 2013 - February 2014
Citi August 2012 - February 2013
HFS Wealth Advisors LLC January 2010 - July 2012
Guy's Party Center October 2008 - June 2012
MSE CAK Airport Restaurants and shops February 2006 - August 2008
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Tax Planning, Insurance Planning
Education
The University of Akron 2008 — 2012
Bachelor of Business Administration, Financial Planning, Cum Laude
Green High School 2004 — 2008
Summit Financial Strategies, Inc. March 2014 - Present
Summit Financial Strategies, Inc. March 2013 - February 2014
Citi August 2012 - February 2013
HFS Wealth Advisors LLC January 2010 - July 2012
Guy's Party Center October 2008 - June 2012
MSE CAK Airport Restaurants and shops February 2006 - August 2008
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Tax Planning, Insurance Planning
Education
The University of Akron 2008 — 2012
Bachelor of Business Administration, Financial Planning, Cum Laude
Green High School 2004 — 2008
David Maquilon David Maquilon's Citi Experience May 2014 - Present
Job Remediation analyst at Citi
Industry Banking
Experience
Citi May 2014 - Present
HSBC April 2013 - April 2014
Barclays July 2009 - April 2013
Deloitte June 2008 - November 2008
UBS Investment Bank May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
University of Connecticut
Bachelor of Business Administration, Business and Technology
The University of Connecticut School of Business
Bachelor of Business Administration (BBA), Business and Technology
Citi May 2014 - Present
HSBC April 2013 - April 2014
Barclays July 2009 - April 2013
Deloitte June 2008 - November 2008
UBS Investment Bank May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
University of Connecticut
Bachelor of Business Administration, Business and Technology
The University of Connecticut School of Business
Bachelor of Business Administration (BBA), Business and Technology
Siyue Li Siyue Li's Citi Experience 2013 - 2014
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Investment Banking
Experience
Citi 2013 - 2014
Citi 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Project Management, Corporate Finance, Leveraged Finance, IPO, High Yield, Convertible Bonds, Separation, Financial Modeling, Valuation, Cross-border M&A, Teaching, Recruiting
Education
The University of Chicago Booth School of Business 2014 — 2016
Universität Mannheim 2005 — 2010
Master of Science (MSc), Business Management
York University - Schulich School of Business 2007 — 2008
MBA Exchange Program
Citi 2013 - 2014
Citi 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Project Management, Corporate Finance, Leveraged Finance, IPO, High Yield, Convertible Bonds, Separation, Financial Modeling, Valuation, Cross-border M&A, Teaching, Recruiting
Education
The University of Chicago Booth School of Business 2014 — 2016
Universität Mannheim 2005 — 2010
Master of Science (MSc), Business Management
York University - Schulich School of Business 2007 — 2008
MBA Exchange Program
Tony Liu's Citi Experience 2014 - Present
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi 2014 - Present
Monitor Deloitte 2013 - 2014
TD 2010 - 2012
Skills
Financial Modeling, Leadership, Analysis, Investments, Team Leadership, Time Management, Financial Analysis, Strategy, Mandarin, Valuation, Microsoft Excel, Finance, Data Analysis, Corporate Finance, Management, Portfolio Management, Mergers & Acquisitions
Education
The University of British Columbia 2009 — 2013
Finance, Bachelor of Commerce
Citi 2014 - Present
Monitor Deloitte 2013 - 2014
TD 2010 - 2012
Skills
Financial Modeling, Leadership, Analysis, Investments, Team Leadership, Time Management, Financial Analysis, Strategy, Mandarin, Valuation, Microsoft Excel, Finance, Data Analysis, Corporate Finance, Management, Portfolio Management, Mergers & Acquisitions
Education
The University of British Columbia 2009 — 2013
Finance, Bachelor of Commerce
Adnan Gilani Adnan Gilani's Citi Experience July 1995 - June 1998
Job Fund Manager
Industry Investment Management
Experience
Goldpebble Research August 2012 - Present
Gilani Capital August 2011 - Present
HSBC Securities May 2010 - June 2011
Galleon Group April 2007 - February 2009
Ministry of Finance May 2004 - September 2006
Goldman Sachs June 1999 - March 2004
Citi July 1995 - June 1998
Skills
Equities, Hedge Funds, Fixed Income, Investments, Derivatives, Global Macro, Emerging Markets, FX Options, Portfolio Management, Trading
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (M.B.A.), analytic finance
University of Pennsylvania 1991 — 1995
Bachelor of Engineering (B.Eng.), Chemical Engineering, High Honors
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.Sc.), Finance, High Honors
Goldpebble Research August 2012 - Present
Gilani Capital August 2011 - Present
HSBC Securities May 2010 - June 2011
Galleon Group April 2007 - February 2009
Ministry of Finance May 2004 - September 2006
Goldman Sachs June 1999 - March 2004
Citi July 1995 - June 1998
Skills
Equities, Hedge Funds, Fixed Income, Investments, Derivatives, Global Macro, Emerging Markets, FX Options, Portfolio Management, Trading
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (M.B.A.), analytic finance
University of Pennsylvania 1991 — 1995
Bachelor of Engineering (B.Eng.), Chemical Engineering, High Honors
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.Sc.), Finance, High Honors
William Schwarz William Schwarz's Citi Experience May 2014 - Present
Job Associate at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Jefferies June 2011 - March 2014
Holborn Corporation May 2008 - March 2010
UBS Financial Services April 2007 - November 2007
Vera Institute of Justice June 2005 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Private Equity, Mergers, Due Diligence, Analysis, Investments, Capital Markets, Microsoft Excel, Entrepreneurship, LBO, Bloomberg, Equities, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
Citi May 2014 - Present
Jefferies June 2011 - March 2014
Holborn Corporation May 2008 - March 2010
UBS Financial Services April 2007 - November 2007
Vera Institute of Justice June 2005 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Private Equity, Mergers, Due Diligence, Analysis, Investments, Capital Markets, Microsoft Excel, Entrepreneurship, LBO, Bloomberg, Equities, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
William Wei Xing's Citi Experience November 2014 - Present
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Morgan Stanley January 2014 - September 2014
Markit June 2012 - October 2013
University of Western Ontario September 2010 - August 2012
University of Western Ontario September 2010 - April 2012
Research In Motion January 2007 - August 2007
Environment Canada September 2006 - December 2006
Skills
Monte Carlo Simulation, Numerical Analysis, Quantitative Analytics, Interest Rate..., Financial Modeling, Statistics, Derivatives, Stochastic Modeling, Fixed Income, Regression Testing, C, C++, Matlab, LaTeX, R, Bloomberg Terminal, Options, Applied Mathematics, Mathematical Modeling, Probability Theory, Portfolio Optimization, Time Series Analysis, VBA, Financial Engineering, Statistical Modeling, Partial Differential..., Options Pricing, Hedging, Quantitative Modeling, Excel, VHDL, Model Calibration, KDB+, Q, Kapow, Cold Calling, Email Strategy
Education
The University of Western Ontario 2010 — 2012
Master of Science, Mathematical Finance
The University of British Columbia 2004 — 2010
Bachelor of Applied Science, Electrical Engineering, Honours Mathematics
Citi November 2014 - Present
Morgan Stanley January 2014 - September 2014
Markit June 2012 - October 2013
University of Western Ontario September 2010 - August 2012
University of Western Ontario September 2010 - April 2012
Research In Motion January 2007 - August 2007
Environment Canada September 2006 - December 2006
Skills
Monte Carlo Simulation, Numerical Analysis, Quantitative Analytics, Interest Rate..., Financial Modeling, Statistics, Derivatives, Stochastic Modeling, Fixed Income, Regression Testing, C, C++, Matlab, LaTeX, R, Bloomberg Terminal, Options, Applied Mathematics, Mathematical Modeling, Probability Theory, Portfolio Optimization, Time Series Analysis, VBA, Financial Engineering, Statistical Modeling, Partial Differential..., Options Pricing, Hedging, Quantitative Modeling, Excel, VHDL, Model Calibration, KDB+, Q, Kapow, Cold Calling, Email Strategy
Education
The University of Western Ontario 2010 — 2012
Master of Science, Mathematical Finance
The University of British Columbia 2004 — 2010
Bachelor of Applied Science, Electrical Engineering, Honours Mathematics
Noah Manfredi Noah Manfredi's Citi Experience May 2015 - Present
Job Associate Securities Processing Analyst at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
AlphaBridge Capital Management LLC July 2013 - January 2015
AlphaBridge Capital Management LLC July 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Bloomberg Terminal, Financial Modeling
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.8
Citi May 2015 - Present
AlphaBridge Capital Management LLC July 2013 - January 2015
AlphaBridge Capital Management LLC July 2012 - July 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Project Management, Bloomberg Terminal, Financial Modeling
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.8
Deirdre Garrahan's Citi Experience June 2008 - August 2008
Job MBA Candidate 2015 at Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Monitor Deloitte June 2014 - August 2014
UBS Investment Bank March 2010 - July 2013
Pure In Heart America June 2009 - March 2010
Citi June 2008 - August 2008
Skills
Economics, Financial Modeling, Investment Banking, Microsoft Excel, Equities, Change Management, Emerging Markets, Word, Excel, Six Sigma, Quantitative Analytics
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Wellesley College 2005 — 2009
BA, Cognitive and Linguistic Science (Economics Minor)
Thomas Jefferson High School for Science & Technology 2001 — 2005
Monitor Deloitte June 2014 - August 2014
UBS Investment Bank March 2010 - July 2013
Pure In Heart America June 2009 - March 2010
Citi June 2008 - August 2008
Skills
Economics, Financial Modeling, Investment Banking, Microsoft Excel, Equities, Change Management, Emerging Markets, Word, Excel, Six Sigma, Quantitative Analytics
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Wellesley College 2005 — 2009
BA, Cognitive and Linguistic Science (Economics Minor)
Thomas Jefferson High School for Science & Technology 2001 — 2005
Palvir Deol Palvir Deol's Citi Experience April 2011 - September 2012
Job CA
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company July 2013 - Present
Ontario Ministry of Finance September 2012 - July 2013
Citi April 2011 - September 2012
Sears Canada May 2010 - April 2011
KPMG September 2005 - April 2010
Skills
Internal Controls, Auditing, Financial Analysis, Corporate Finance, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, External Audit, US GAAP
Education
Institute of Chartered Accountants of British Columbia 2005 — 2007
Chartered Accountant
The University of British Columbia 2000 — 2005
B. Sc, Computer Science
CI Investments Inc. – Canada’s Investment Company July 2013 - Present
Ontario Ministry of Finance September 2012 - July 2013
Citi April 2011 - September 2012
Sears Canada May 2010 - April 2011
KPMG September 2005 - April 2010
Skills
Internal Controls, Auditing, Financial Analysis, Corporate Finance, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, External Audit, US GAAP
Education
Institute of Chartered Accountants of British Columbia 2005 — 2007
Chartered Accountant
The University of British Columbia 2000 — 2005
B. Sc, Computer Science
Ford Halbardier Ford Halbardier's Citi Experience January 2010 - June 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
Citi January 2010 - June 2012
Ernst & Young September 2007 - January 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin 2006 — 2007
Master of Professional Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
McKinsey & Company August 2014 - Present
Citi January 2010 - June 2012
Ernst & Young September 2007 - January 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin 2006 — 2007
Master of Professional Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
David Vitti, CFA's Citi Experience 2013 - Present
Job Origination & Structuring, Commodity and Trade Finance, VP @ Citi
Industry Banking
Experience
Citi 2013 - Present
Citi July 2011 - December 2012
IBM July 2008 - July 2011
Skills
Financial Modeling, Microsoft Office, Banking, Cash Management, Corporate Finance, Finance, Business Strategy, Capital Markets, Portfolio Management, Analytics, Valuation, Mergers & Acquisitions
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor's of Science, Finance - Real Estate & Urban Economics
Citi 2013 - Present
Citi July 2011 - December 2012
IBM July 2008 - July 2011
Skills
Financial Modeling, Microsoft Office, Banking, Cash Management, Corporate Finance, Finance, Business Strategy, Capital Markets, Portfolio Management, Analytics, Valuation, Mergers & Acquisitions
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor's of Science, Finance - Real Estate & Urban Economics
Jeff Oberg Jeff Oberg's Citi Experience July 1978 - June 1986
Job Private Investment Management
Industry Investment Management
Experience
Delta Gamma PKT Corp. and ATO Foundation July 2004 - Present
Wellesley Investment Partners October 2014 - July 2015
Windhaven Investment Management November 2009 - July 2014
Colgate Alumni Corporation June 2009 - May 2013
Goldman Sachs & Co. March 1999 - September 2009
ING Barings Furman Selz June 1997 - January 1999
KPMG June 1995 - June 1997
American Bank Note Company March 1991 - June 1995
The First Boston Corporation July 1986 - January 1991
Citi July 1978 - June 1986
Skills
Equities, Investment Banking, Due Diligence, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Asset Managment, Asset Management, Valuation, Finance, Strategy, Bloomberg, Fixed Income, Series 7, Series 63, Private Equity, Capital Markets
Education
Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance/Accounting
Colgate University 1972 — 1976
BA in Biology
Delta Gamma PKT Corp. and ATO Foundation July 2004 - Present
Wellesley Investment Partners October 2014 - July 2015
Windhaven Investment Management November 2009 - July 2014
Colgate Alumni Corporation June 2009 - May 2013
Goldman Sachs & Co. March 1999 - September 2009
ING Barings Furman Selz June 1997 - January 1999
KPMG June 1995 - June 1997
American Bank Note Company March 1991 - June 1995
The First Boston Corporation July 1986 - January 1991
Citi July 1978 - June 1986
Skills
Equities, Investment Banking, Due Diligence, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Asset Managment, Asset Management, Valuation, Finance, Strategy, Bloomberg, Fixed Income, Series 7, Series 63, Private Equity, Capital Markets
Education
Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance/Accounting
Colgate University 1972 — 1976
BA in Biology
Kwame Barnes Kwame Barnes's Citi Experience July 2013 - July 2014
Job Operational Management Analyst at Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
Citigroup July 2014 - July 2015
Citi July 2013 - July 2014
Scottrade® Advisor Services November 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis, Finance, Analysis, Leadership
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Management
Kingswood-Oxford
Citigroup July 2015 - Present
Citigroup July 2014 - July 2015
Citi July 2013 - July 2014
Scottrade® Advisor Services November 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis, Finance, Analysis, Leadership
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Management
Kingswood-Oxford
Daeho Kim Daeho Kim's Citi Experience August 2015 - Present
Job MBA at Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Citi August 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - Present
Citi June 2014 - August 2014
Five By Five Capital, LLC May 2014 - June 2014
LB Investment June 2012 - June 2013
PwC December 2008 - June 2012
Skills
Venture Capital, Private Equity, Valuation, Due Diligence, Investments, Fund Administration, Fund Of Funds, Corporate Development, Fund Accounting, Investment Banking, Market Entry, DCF
Education
Tuck School of Business at Dartmouth 2013 — 2015
Business Administration and Management, General, Master of Business Administration (MBA)
서울대학교 / Seoul National University 2001 — 2009
English Education, Business Administration, Bachelor of Arts (B.A.)
Myungduk Foreign Language Highschool 1997 — 2000
Japanese, Major
Citi August 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - Present
Citi June 2014 - August 2014
Five By Five Capital, LLC May 2014 - June 2014
LB Investment June 2012 - June 2013
PwC December 2008 - June 2012
Skills
Venture Capital, Private Equity, Valuation, Due Diligence, Investments, Fund Administration, Fund Of Funds, Corporate Development, Fund Accounting, Investment Banking, Market Entry, DCF
Education
Tuck School of Business at Dartmouth 2013 — 2015
Business Administration and Management, General, Master of Business Administration (MBA)
서울대학교 / Seoul National University 2001 — 2009
English Education, Business Administration, Bachelor of Arts (B.A.)
Myungduk Foreign Language Highschool 1997 — 2000
Japanese, Major
Derek Deas Derek Deas's Citi Experience June 2014 - Present
Job Associate at Citi
Industry Oil & Energy
Experience
Citi June 2014 - Present
UBS Investment Bank June 2012 - June 2014
Aspect Holdings, LLC July 2005 - July 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
The University of Texas at Austin 2001 — 2005
BBA, Business Honors and Finance
Citi June 2014 - Present
UBS Investment Bank June 2012 - June 2014
Aspect Holdings, LLC July 2005 - July 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
The University of Texas at Austin 2001 — 2005
BBA, Business Honors and Finance
Daniel Krenicki Daniel Krenicki's Citi Experience 1987 - Present
Job Director at Citibank
Industry Banking
Experience
Citi 1987 - Present
Skills
Automation, Credit, Portfolio Management, Strategy, Financial Risk, Banking, Risk Management, Finance, Change Management, Management, Commercial Banking, Leadership, New Business Development, Credit Analysis, Capital Markets, Financial Modeling, Talent Management, Relationship Management, Financial Analysis, Financial Services, Executive Management, Loans, Credit Risk, Commercial Lending, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Structured Finance, Cash Management, Asset Based Lending, Derivatives, Asset Management, Retail Banking
Education
University of Bridgeport 1985 — 1987
MBA, Finance
The University of Connecticut School of Business 1974 — 1978
BS, Finance
Citi 1987 - Present
Skills
Automation, Credit, Portfolio Management, Strategy, Financial Risk, Banking, Risk Management, Finance, Change Management, Management, Commercial Banking, Leadership, New Business Development, Credit Analysis, Capital Markets, Financial Modeling, Talent Management, Relationship Management, Financial Analysis, Financial Services, Executive Management, Loans, Credit Risk, Commercial Lending, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Structured Finance, Cash Management, Asset Based Lending, Derivatives, Asset Management, Retail Banking
Education
University of Bridgeport 1985 — 1987
MBA, Finance
The University of Connecticut School of Business 1974 — 1978
BS, Finance
Clement Cheung's Citi Experience May 2011 - August 2011
Job Fund Accountant at SGGG Fund Services Inc.
Industry Accounting
Experience
SGGG Fund Services Inc. November 2014 - Present
AsiaPay May 2012 - August 2012
Citi May 2011 - August 2011
Brainchild Education Centre January 2010 - April 2011
Skills
Microsoft Excel, Teamwork, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Customer Service, Risk Tolerance
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (BCom), Accounting, 3.75 GPA
Burnaby North Secondary 2005 — 2010
SGGG Fund Services Inc. November 2014 - Present
AsiaPay May 2012 - August 2012
Citi May 2011 - August 2011
Brainchild Education Centre January 2010 - April 2011
Skills
Microsoft Excel, Teamwork, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Customer Service, Risk Tolerance
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (BCom), Accounting, 3.75 GPA
Burnaby North Secondary 2005 — 2010
Andrew Haleen Andrew Haleen's Citi Experience February 2006 - August 2008
Job Chief Investment Officer at Capital Edge Advisors LLC
Industry Investment Management
Experience
Capital Edge Advisors LLC May 2015 - Present
BNP Paribas July 2010 - November 2014
Citi February 2006 - August 2008
Keystone Capital Management, LLC July 2004 - February 2006
Merrill Lynch May 2002 - June 2004
Skills
Capital Markets, Portfolio Management, Fixed Income, Financial Modeling, Derivatives, Equities, Credit, Credit Risk, Asset Management, Trading, Investments, Hedge Funds, Financial Markets, Financial Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA with Honors, Concentrations: Analytic Finance and Econometrics & Statistics
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), Economics
Capital Edge Advisors LLC May 2015 - Present
BNP Paribas July 2010 - November 2014
Citi February 2006 - August 2008
Keystone Capital Management, LLC July 2004 - February 2006
Merrill Lynch May 2002 - June 2004
Skills
Capital Markets, Portfolio Management, Fixed Income, Financial Modeling, Derivatives, Equities, Credit, Credit Risk, Asset Management, Trading, Investments, Hedge Funds, Financial Markets, Financial Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA with Honors, Concentrations: Analytic Finance and Econometrics & Statistics
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), Economics
Jennifer Jazwinski's Citi Experience May 2008 - July 2011
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte October 2013 - August 2015
Deloitte June 2012 - August 2012
Citi May 2008 - July 2011
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, General Management
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Magna Cum Laude, Finance, Insurance and Risk Management
Deloitte August 2015 - Present
Deloitte October 2013 - August 2015
Deloitte June 2012 - August 2012
Citi May 2008 - July 2011
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, General Management
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Magna Cum Laude, Finance, Insurance and Risk Management
Kenzel Fleming Kenzel Fleming's Citi Experience June 2014 - Present
Job Financial Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Time Management, Access, Leadership
Education
The University of Connecticut School of Business 2010 — 2014
Citi June 2014 - Present
Citi June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Time Management, Access, Leadership
Education
The University of Connecticut School of Business 2010 — 2014
Phillip Rhodes Phillip Rhodes's Citi Experience June 1997 - July 1999
Job Senior Vice President, Financial Lines, AIG Property Casualty
Industry Insurance
Experience
AIG August 2008 - Present
AIG August 2006 - August 2008
AIG May 2004 - August 2006
AIG January 2003 - May 2004
Submedia August 2001 - December 2002
DoubleClick February 2000 - December 2000
Knowledge Decision Securities, Inc. July 1999 - December 1999
Citi June 1997 - July 1999
Skills
Risk Management, Business Development, Insurance, Underwriting, Business Strategy, Management, Business Planning, Leadership, Analysis, Due Diligence, Strategic Planning, D&O, Change Management, Financial Analysis, Financial Services, Negotiation, Financial Risk, Public Speaking, Marketing Strategy, Reinsurance, Mergers, Product Management, Commercial Insurance, Property & Casualty...
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Economics and International Business
Tulane University 1988 — 1992
BA, English Literature, Social Psychology, and Child Psychology
St. George's School 1984 — 1988
High School
AIG August 2008 - Present
AIG August 2006 - August 2008
AIG May 2004 - August 2006
AIG January 2003 - May 2004
Submedia August 2001 - December 2002
DoubleClick February 2000 - December 2000
Knowledge Decision Securities, Inc. July 1999 - December 1999
Citi June 1997 - July 1999
Skills
Risk Management, Business Development, Insurance, Underwriting, Business Strategy, Management, Business Planning, Leadership, Analysis, Due Diligence, Strategic Planning, D&O, Change Management, Financial Analysis, Financial Services, Negotiation, Financial Risk, Public Speaking, Marketing Strategy, Reinsurance, Mergers, Product Management, Commercial Insurance, Property & Casualty...
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Economics and International Business
Tulane University 1988 — 1992
BA, English Literature, Social Psychology, and Child Psychology
St. George's School 1984 — 1988
High School
Joshua Eisenberger Joshua Eisenberger's Citi Experience June 2011 - August 2011
Job Analyst at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management April 2013 - Present
DFG Investment Advisers 2012 - April 2013
University of Chicago Booth School of Business September 2010 - June 2012
Citi June 2011 - August 2011
GoldenTree Asset Management June 2008 - June 2010
Sunrise Securities 2007 - 2007
Skills
CLO, Hedge Funds, Fixed Income, Credit Analysis, Leveraged Finance, Loans, Structured Products, Financial Modeling, Valuation, Bloomberg, Alternative Investments, Private Equity, Portfolio Management, Asset Managment, Derivatives, Investments, Trading, Bonds
Education
The University of Chicago - Booth School of Business 2010 — 2012
M.B.A, Accounting, Analytical Finance, Economics
City University of New York-Brooklyn College 2004 — 2007
B.S., Business, Management & Finance
Och-Ziff Capital Management April 2013 - Present
DFG Investment Advisers 2012 - April 2013
University of Chicago Booth School of Business September 2010 - June 2012
Citi June 2011 - August 2011
GoldenTree Asset Management June 2008 - June 2010
Sunrise Securities 2007 - 2007
Skills
CLO, Hedge Funds, Fixed Income, Credit Analysis, Leveraged Finance, Loans, Structured Products, Financial Modeling, Valuation, Bloomberg, Alternative Investments, Private Equity, Portfolio Management, Asset Managment, Derivatives, Investments, Trading, Bonds
Education
The University of Chicago - Booth School of Business 2010 — 2012
M.B.A, Accounting, Analytical Finance, Economics
City University of New York-Brooklyn College 2004 — 2007
B.S., Business, Management & Finance
Sean McGowan's Citi Experience July 2011 - Present
Job Commercial Banking at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Barnum Financial Group June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Sauvigne & Co., LLP 2009 - 2009
Skills
Wealth Management, Credit Analysis, Auditing, Financial Services, Investments, Financial Analysis, Commercial Banking, Financial Modeling, Finance
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Finance
Ansonia High School 2003 — 2007
Citi July 2011 - Present
Barnum Financial Group June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Sauvigne & Co., LLP 2009 - 2009
Skills
Wealth Management, Credit Analysis, Auditing, Financial Services, Investments, Financial Analysis, Commercial Banking, Financial Modeling, Finance
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Finance
Ansonia High School 2003 — 2007
Jay Raghavan Jay Raghavan's Citi Experience June 2015 - Present
Job Summer Financial Management Associate at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
A.T. Kearney May 2013 - June 2014
A.T. Kearney May 2012 - April 2013
A.T. Kearney September 2010 - May 2012
United Technologies 2009 - 2009
Skills
Management Consulting, Business Strategy, Competitive Analysis, Strategic Consulting, Business Transformation, Data Analysis, Analytics, Business Analysis, Financial Analysis, Mergers & Acquisitions, Supply Chain, Market Entry
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management, Finance, and Marketing
University of Pennsylvania
BA/ BS, Economics, Systems Engineering
American Embassy School
High School, IB Diploma
Citi June 2015 - Present
A.T. Kearney May 2013 - June 2014
A.T. Kearney May 2012 - April 2013
A.T. Kearney September 2010 - May 2012
United Technologies 2009 - 2009
Skills
Management Consulting, Business Strategy, Competitive Analysis, Strategic Consulting, Business Transformation, Data Analysis, Analytics, Business Analysis, Financial Analysis, Mergers & Acquisitions, Supply Chain, Market Entry
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management, Finance, and Marketing
University of Pennsylvania
BA/ BS, Economics, Systems Engineering
American Embassy School
High School, IB Diploma
Joseph Grieco Jr. Joseph Grieco Jr.'s Citi Experience May 2010 - August 2010
Job Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Stuart Prevo Stuart Prevo's Citi Experience July 2015 - Present
Job Analyst at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
GR-NEAM January 2015 - July 2015
Voya Investment Management April 2014 - January 2015
MJP Associates May 2013 - April 2014
LSG Consulting Services, LLC- Dan Roberti for Congress June 2012 - August 2012
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science in Business, Finance
Citi July 2015 - Present
GR-NEAM January 2015 - July 2015
Voya Investment Management April 2014 - January 2015
MJP Associates May 2013 - April 2014
LSG Consulting Services, LLC- Dan Roberti for Congress June 2012 - August 2012
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science in Business, Finance
Christian Zachrisson Christian Zachrisson's Citi Experience August 2014 - Present
Job Relationship Associate at Citi
Industry Banking
Experience
Citi August 2014 - Present
Banco Industrial, S.A. June 2013 - August 2014
IBM Global Process Services January 2012 - May 2012
MFS Investment Management January 2011 - July 2011
Cerveceria Centro Americana S.A. August 2008 - December 2008
Cerveceria Centro Americana S.A. August 2006 - December 2006
Skills
Sales, Leadership, Microsoft Office, Market Research, Analysis, Financial Analysis, Corporate Finance, Financial Structuring, Operational Planning, Operations Research, SPSS, Qualtrics, Strategic Planning, Microsoft Excel, Customer Service
Education
Northeastern University 2009 — 2012
Bachelor of Science, Business Administration; Marketing and Finance
The University of Chicago - Booth School of Business 2012 — 2012
Summer Business Scholars Program
Universidad Francisco Marroquín 2007 — 2009
International Affairs and Commerce
London School of Economics 2008 — 2008
Program, and Political Science; Political Science and International Affairs
Citi August 2014 - Present
Banco Industrial, S.A. June 2013 - August 2014
IBM Global Process Services January 2012 - May 2012
MFS Investment Management January 2011 - July 2011
Cerveceria Centro Americana S.A. August 2008 - December 2008
Cerveceria Centro Americana S.A. August 2006 - December 2006
Skills
Sales, Leadership, Microsoft Office, Market Research, Analysis, Financial Analysis, Corporate Finance, Financial Structuring, Operational Planning, Operations Research, SPSS, Qualtrics, Strategic Planning, Microsoft Excel, Customer Service
Education
Northeastern University 2009 — 2012
Bachelor of Science, Business Administration; Marketing and Finance
The University of Chicago - Booth School of Business 2012 — 2012
Summer Business Scholars Program
Universidad Francisco Marroquín 2007 — 2009
International Affairs and Commerce
London School of Economics 2008 — 2008
Program, and Political Science; Political Science and International Affairs
Bill Davis Bill Davis's Citi Experience August 2012 - July 2014
Job Associate at Goldman Sachs | Real Estate, Gaming & Lodging
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Citi August 2012 - July 2014
Sitex Realty Group September 2011 - July 2012
East Lake Development March 2007 - September 2011
Sandbox Industries 2005 - 2007
Joele Frank, Wilkinson Brimmer Katcher 2004 - 2005
Skills
ARGUS, Excel, PowerPoint, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Investment Banking, Private Equity, Investments, Real Estate Economics, Corporate Finance, Capital Markets, Real Estate Development, Real Estate, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Statistics, Real Estate
Washington University in St. Louis 2000 — 2004
BA, Physics
Goldman Sachs August 2014 - Present
Citi August 2012 - July 2014
Sitex Realty Group September 2011 - July 2012
East Lake Development March 2007 - September 2011
Sandbox Industries 2005 - 2007
Joele Frank, Wilkinson Brimmer Katcher 2004 - 2005
Skills
ARGUS, Excel, PowerPoint, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Investment Banking, Private Equity, Investments, Real Estate Economics, Corporate Finance, Capital Markets, Real Estate Development, Real Estate, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Statistics, Real Estate
Washington University in St. Louis 2000 — 2004
BA, Physics
Jessamyn Larrabee Norton, CFA Jessamyn Larrabee Norton, CFA's Citi Experience March 2006 - June 2006
Job
Industry Investment Management
Experience
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
Danilo Rodrigues Danilo Rodrigues's Citi Experience June 2015 - Present
Job Senior Finance Leader, Financial Analysis (FP&A) & Strategic Planning | Process Improvement & Business Transformation
Industry Financial Services
Experience
Citi June 2015 - Present
LATAM Airlines January 2012 - December 2014
LAN Airlines July 2010 - December 2011
University of Michigan Ross School of Business September 2008 - April 2010
Citi June 2009 - August 2009
Citi 2005 - 2008
Accenture 2000 - 2005
Skills
Business Strategy, Strategic Planning, Financial Planning, Financial Analysis, Financial Modeling, Managerial Finance, Forecasting, Business Transformation, Business Process..., Project Implementation, Strategic Financial..., Strategy, Banking, Process Improvement, Change Management, Management, Project Planning, Finance, Budgets, Mergers & Acquisitions, Management Consulting, Consulting, Business Planning, Business Process, Corporate Finance, Analysis, Project Management, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master in Business Admistration, Finance and Corporate Strategy
The University Center of FEI 1997 — 2001
Bachelor, Engineering
Citi June 2015 - Present
LATAM Airlines January 2012 - December 2014
LAN Airlines July 2010 - December 2011
University of Michigan Ross School of Business September 2008 - April 2010
Citi June 2009 - August 2009
Citi 2005 - 2008
Accenture 2000 - 2005
Skills
Business Strategy, Strategic Planning, Financial Planning, Financial Analysis, Financial Modeling, Managerial Finance, Forecasting, Business Transformation, Business Process..., Project Implementation, Strategic Financial..., Strategy, Banking, Process Improvement, Change Management, Management, Project Planning, Finance, Budgets, Mergers & Acquisitions, Management Consulting, Consulting, Business Planning, Business Process, Corporate Finance, Analysis, Project Management, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master in Business Admistration, Finance and Corporate Strategy
The University Center of FEI 1997 — 2001
Bachelor, Engineering
Pascal Bolduc Pascal Bolduc's Citi Experience July 2013 - Present
Job Project & Business Sr. Analyst, Global Consumer Bank Tranformation at Citi
Industry Banking
Experience
Citi July 2013 - Present
Citi July 2005 - July 2013
AETEA Information Technology 2004 - 2004
2 Degrees Consulting (now Slalom Consulting) 2002 - 2003
Accenture July 1998 - September 2002
Skills
Strategy, Business Analysis, Financial Services, Credit Cards, Process Improvement, Change Management, Analytics, Data Analysis, Banking, Call Centers, Business Process, Integration, SDLC, Business Process..., Business Requirements, Team Management, Requirements Analysis, Performance Improvement, Customer Engagement, Increase Productivity, Functional Requirements, Use Case, Requirements Gathering, Customer Experience, Functional Analysis, Software Development..., UML, UML Tools, Microsoft Office, SQL, Software Testing Life..., RUP Methodologies, Visual Basic, Visio, Microsoft Excel, MS Excel Pivot Tables, Business Case..., Customer Satisfaction
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Marketing
The University of British Columbia 1997 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Université Laval 1995 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Ottawa 1994 — 1995
business
Citi July 2013 - Present
Citi July 2005 - July 2013
AETEA Information Technology 2004 - 2004
2 Degrees Consulting (now Slalom Consulting) 2002 - 2003
Accenture July 1998 - September 2002
Skills
Strategy, Business Analysis, Financial Services, Credit Cards, Process Improvement, Change Management, Analytics, Data Analysis, Banking, Call Centers, Business Process, Integration, SDLC, Business Process..., Business Requirements, Team Management, Requirements Analysis, Performance Improvement, Customer Engagement, Increase Productivity, Functional Requirements, Use Case, Requirements Gathering, Customer Experience, Functional Analysis, Software Development..., UML, UML Tools, Microsoft Office, SQL, Software Testing Life..., RUP Methodologies, Visual Basic, Visio, Microsoft Excel, MS Excel Pivot Tables, Business Case..., Customer Satisfaction
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Marketing
The University of British Columbia 1997 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Université Laval 1995 — 1997
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
University of Ottawa 1994 — 1995
business
Josephine (Viet Ha) Pham's Citi Experience 2007 - 2007
Job Corporate environmentalist for a sustainable world
Industry Renewables & Environment
Experience
http://www.josephinepham.net/ April 2013 - Present
Ecosystem Energy Services Inc. 2014 - Present
The Works Design Communications Ltd. 2013 - 2013
Canada Bread Company, Ltd. 2011 - 2012
Maple Leaf Foods 2010 - 2011
Maple Leaf Foods 2009 - 2010
Canada Bread Company, Ltd. 2008 - 2009
Citi 2007 - 2007
Hilton Worldwide 2007 - 2007
University of British Columbia 2004 - 2006
Skills
Sustainability, Content Marketing, Strategy, Digital Marketing, Marketing Management, Energy Efficiency, Customer Insight, Cross-functional Team..., Consumer Products, Market Research, Project Planning, Business Development, Environmental Awareness, Sustainable Development, Public Relations, Corporate Social..., Project Management, Leadership, Social Media Marketing, Email Marketing, Energy Management, Content Management, Social Media
Education
University of Toronto 2014 — 2015
Certificate in Energy Management
York University - Schulich School of Business 2011 — 2011
Executive Education, Executive Marketing Leadership Program
Canadian Marketing Association
E-Marketing Certificate
Jakarta International School
International Baccalaureate, Economics, Mathematics, French
The University of British Columbia
BCOM, Marketing, eBusiness, French
http://www.josephinepham.net/ April 2013 - Present
Ecosystem Energy Services Inc. 2014 - Present
The Works Design Communications Ltd. 2013 - 2013
Canada Bread Company, Ltd. 2011 - 2012
Maple Leaf Foods 2010 - 2011
Maple Leaf Foods 2009 - 2010
Canada Bread Company, Ltd. 2008 - 2009
Citi 2007 - 2007
Hilton Worldwide 2007 - 2007
University of British Columbia 2004 - 2006
Skills
Sustainability, Content Marketing, Strategy, Digital Marketing, Marketing Management, Energy Efficiency, Customer Insight, Cross-functional Team..., Consumer Products, Market Research, Project Planning, Business Development, Environmental Awareness, Sustainable Development, Public Relations, Corporate Social..., Project Management, Leadership, Social Media Marketing, Email Marketing, Energy Management, Content Management, Social Media
Education
University of Toronto 2014 — 2015
Certificate in Energy Management
York University - Schulich School of Business 2011 — 2011
Executive Education, Executive Marketing Leadership Program
Canadian Marketing Association
E-Marketing Certificate
Jakarta International School
International Baccalaureate, Economics, Mathematics, French
The University of British Columbia
BCOM, Marketing, eBusiness, French
Godson Udeh Godson Udeh's Citi Experience June 2011 - August 2011
Job Investment Banking Associate
Industry Financial Services
Experience
Wellsfargo Securities July 2012 - Present
Citi June 2011 - August 2011
Cummins Power Generation October 2008 - July 2010
Cummins Power Generation September 2006 - October 2008
Skills
Six Sigma, Cross-functional Team..., Financial Modeling, Product Development, Energy, Power Generation, Business Strategy, Project Management, Engineering, Electrical Engineering, Valuation, Product Management, Renewable Energy, Process Improvement, Program Management, Corporate Finance, Due Diligence, Strategy, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics
University of Minnesota-Twin Cities 2005 — 2007
MSEE, Electrical Engineering
University of Minnesota-Twin Cities 1999 — 2005
BEE, Electrical Engineering
Wellsfargo Securities July 2012 - Present
Citi June 2011 - August 2011
Cummins Power Generation October 2008 - July 2010
Cummins Power Generation September 2006 - October 2008
Skills
Six Sigma, Cross-functional Team..., Financial Modeling, Product Development, Energy, Power Generation, Business Strategy, Project Management, Engineering, Electrical Engineering, Valuation, Product Management, Renewable Energy, Process Improvement, Program Management, Corporate Finance, Due Diligence, Strategy, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics
University of Minnesota-Twin Cities 2005 — 2007
MSEE, Electrical Engineering
University of Minnesota-Twin Cities 1999 — 2005
BEE, Electrical Engineering
Caio Patara's Citi Experience December 2002 - June 2008
Job Living the American Dream!
Industry Law Practice
Experience
Verizon Wireless February 2014 - July 2015
LTP Business and Legal Consulting July 2008 - December 2013
Citi December 2002 - June 2008
Banco Itaú December 1998 - May 2001
EY September 1996 - August 1998
Skills
Corporate Law, Litigation, Legal Advice, Microsoft Office, Contract Negotiation, Customer Service, Management
Education
The University of Akron 2015 — 2017
Doctor of Law (J.D.), Law
Faculdade de Direito de S.B. Campo 2003 — 2007
Doctor of Law (JD), Law School
Universidade Metodista de São Paulo 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidade de São Paulo 1997 — 1997
Associate's degree, Accounting
Verizon Wireless February 2014 - July 2015
LTP Business and Legal Consulting July 2008 - December 2013
Citi December 2002 - June 2008
Banco Itaú December 1998 - May 2001
EY September 1996 - August 1998
Skills
Corporate Law, Litigation, Legal Advice, Microsoft Office, Contract Negotiation, Customer Service, Management
Education
The University of Akron 2015 — 2017
Doctor of Law (J.D.), Law
Faculdade de Direito de S.B. Campo 2003 — 2007
Doctor of Law (JD), Law School
Universidade Metodista de São Paulo 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidade de São Paulo 1997 — 1997
Associate's degree, Accounting
Yuri Bhardwaj Yuri Bhardwaj's Citi Experience June 2014 - August 2014
Job Private Equity Analyst at McCombie Group, LLC
Industry Venture Capital & Private Equity
Experience
McCombie Group, LLC March 2015 - Present
Citi June 2014 - August 2014
Essilor June 2013 - July 2013
Optica Limited May 2013 - May 2013
Essilor India Private Limited January 2012 - March 2012
Zain June 2011 - June 2011
Skills
Financial Modeling, Valuation, Management Consulting, Leadership, Strategy, Teamwork, Public Speaking, Team Leadership, Private Equity, Finance, Microsoft Excel, Financial Analysis, Corporate Development, Corporate Finance, Data Analysis, Customer Service, Mathematics
Education
University of Miami 2012 — 2015
Bachelor's Degree, Mechanical Engineering
The University of British Columbia 2010 — 2011
Bachelor of Applied Science (BASc), Engineering Physics
McCombie Group, LLC March 2015 - Present
Citi June 2014 - August 2014
Essilor June 2013 - July 2013
Optica Limited May 2013 - May 2013
Essilor India Private Limited January 2012 - March 2012
Zain June 2011 - June 2011
Skills
Financial Modeling, Valuation, Management Consulting, Leadership, Strategy, Teamwork, Public Speaking, Team Leadership, Private Equity, Finance, Microsoft Excel, Financial Analysis, Corporate Development, Corporate Finance, Data Analysis, Customer Service, Mathematics
Education
University of Miami 2012 — 2015
Bachelor's Degree, Mechanical Engineering
The University of British Columbia 2010 — 2011
Bachelor of Applied Science (BASc), Engineering Physics
Matt Kudla Matt Kudla's Citi Experience 2013 - Present
Job Vice President at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Citi 2011 - 2013
Citi 2009 - 2011
Deloitte 2006 - 2007
Deloitte 2004 - 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor’s Degree, Finance
Citi 2013 - Present
Citi 2011 - 2013
Citi 2009 - 2011
Deloitte 2006 - 2007
Deloitte 2004 - 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor’s Degree, Finance
Chris Alvey Chris Alvey's Citi Experience 1999 - 2008
Job Senior Finance & Accounting Executive
Industry Financial Services
Experience
U.S. Bank 2011 - Present
U.S. Bank 2008 - 2011
Citi 1999 - 2008
Zenith Electronics Corp 1998 - 1999
Tenneco Packaging 1996 - 1998
The NutraSweet Company 1991 - 1995
PwC 1989 - 1991
Skills
Financial Analysis, Management, Mergers, Treasury Management, Cash Management, Banking, Business Strategy, Mergers & Acquisitions, Process Improvement, Finance, Strategy, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Finance & Strategy
University of Illinois at Urbana-Champaign
Bachelor of Science, Accounting
U.S. Bank 2011 - Present
U.S. Bank 2008 - 2011
Citi 1999 - 2008
Zenith Electronics Corp 1998 - 1999
Tenneco Packaging 1996 - 1998
The NutraSweet Company 1991 - 1995
PwC 1989 - 1991
Skills
Financial Analysis, Management, Mergers, Treasury Management, Cash Management, Banking, Business Strategy, Mergers & Acquisitions, Process Improvement, Finance, Strategy, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Finance & Strategy
University of Illinois at Urbana-Champaign
Bachelor of Science, Accounting
Hank Hui Hank Hui's Citi Experience Associate EconomistThe Federal Reserve Bank of Kansas City1998 - 2001
Job Director at Citi
Industry Financial Services
Experience
Citi Associate EconomistThe Federal Reserve Bank of Kansas City1998 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
University of Rochester
Citi Associate EconomistThe Federal Reserve Bank of Kansas City1998 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
University of Rochester
Mary Testa Mary Testa's Citi Experience 1986 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
HSBC/Household International 1995 - 2012
Citi 1986 - 1994
Skills
Portfolio Management, Financial Services, Financial Modeling
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of Missouri-Saint Louis
Bachelor's Degree, Accounting and Finance
HSBC/Household International 1995 - 2012
Citi 1986 - 1994
Skills
Portfolio Management, Financial Services, Financial Modeling
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of Missouri-Saint Louis
Bachelor's Degree, Accounting and Finance
Gabrielle Chan Gabrielle Chan's Citi Experience May 2010 - August 2010
Job Assistant Branch Manager at BMO
Industry Financial Services
Experience
BMO Financial Group August 2015 - Present
BMO Financial Group March 2013 - August 2015
BMO Financial Group September 2012 - March 2013
BMO Financial Group October 2011 - September 2012
Uncle Al Learning Centre Ltd September 2007 - June 2012
Citi May 2010 - August 2010
PricewaterhouseCoopers Inc. June 2009 - July 2009
Bell Canada October 2006 - June 2007
Skills
Leadership, Customer Service, Time Management, Banking, Management, Investments, Teamwork, Event Management, Sales, Mutual Funds, Analysis, Consumer Lending, Microsoft Office, Financial Services, Credit Analysis, Residential Mortgages, Small Business Lending, Estate Accounts, self-directed investing, Small Business Banking, Financial Planning, Small Business, Finance
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce, Finance and E-business
BMO Financial Group August 2015 - Present
BMO Financial Group March 2013 - August 2015
BMO Financial Group September 2012 - March 2013
BMO Financial Group October 2011 - September 2012
Uncle Al Learning Centre Ltd September 2007 - June 2012
Citi May 2010 - August 2010
PricewaterhouseCoopers Inc. June 2009 - July 2009
Bell Canada October 2006 - June 2007
Skills
Leadership, Customer Service, Time Management, Banking, Management, Investments, Teamwork, Event Management, Sales, Mutual Funds, Analysis, Consumer Lending, Microsoft Office, Financial Services, Credit Analysis, Residential Mortgages, Small Business Lending, Estate Accounts, self-directed investing, Small Business Banking, Financial Planning, Small Business, Finance
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce, Finance and E-business
Jim Price, SPHR, SHRM-SCP, PMP's Citi Experience 2001 - Present
Job Thoughtful, analytical senior HR Leader respected for getting things done, open to challenge.
Industry Human Resources
Experience
Citi 2001 - Present
University of Dallas, Satish & Yasmin Gupta College of Business January 2011 - Present
The Price Group LLC 2009 - Present
University of Phoenix 2009 - November 2012
Citi 2006 - 2011
Citi 2001 - 2006
M/A/R/C 1996 - 2001
Skills
Employee Engagement, Employee Relations, Talent Management, Organizational..., Performance Management, Leadership Development, Succession Planning, Leadership, Management, Conflict Resolution, Coaching, Benefits Administration, College Recruiting, Workforce Planning, Onboarding, Training, HRIS, Career Development, Personnel Management, Human Resources, Strategic Planning, Applicant Tracking..., Recruiting, Deferred Compensation, Talent Acquisition, Organizational..., Employee Training, Executive Coaching, Employee Benefits, Organizational Design, Interviews, Labor Relations, HR Policies, HR Consulting, Hiring, New Hire Orientations, PeopleSoft, Resume Writing, Temporary Placement, Performance Appraisal, Employment Law, Technical Recruiting, Job Descriptions, Sourcing, FMLA, Career Counseling, Workshop Facilitation, Benefits Negotiation, Compensation & Benefit, Internet Recruiting
Education
The University of Dallas 2007 — 2008
MBA, Human Resources
Citi 2001 - Present
University of Dallas, Satish & Yasmin Gupta College of Business January 2011 - Present
The Price Group LLC 2009 - Present
University of Phoenix 2009 - November 2012
Citi 2006 - 2011
Citi 2001 - 2006
M/A/R/C 1996 - 2001
Skills
Employee Engagement, Employee Relations, Talent Management, Organizational..., Performance Management, Leadership Development, Succession Planning, Leadership, Management, Conflict Resolution, Coaching, Benefits Administration, College Recruiting, Workforce Planning, Onboarding, Training, HRIS, Career Development, Personnel Management, Human Resources, Strategic Planning, Applicant Tracking..., Recruiting, Deferred Compensation, Talent Acquisition, Organizational..., Employee Training, Executive Coaching, Employee Benefits, Organizational Design, Interviews, Labor Relations, HR Policies, HR Consulting, Hiring, New Hire Orientations, PeopleSoft, Resume Writing, Temporary Placement, Performance Appraisal, Employment Law, Technical Recruiting, Job Descriptions, Sourcing, FMLA, Career Counseling, Workshop Facilitation, Benefits Negotiation, Compensation & Benefit, Internet Recruiting
Education
The University of Dallas 2007 — 2008
MBA, Human Resources
Anton Galazyuk Anton Galazyuk's Citi Experience May 2015 - Present
Job Product Control Supervisor at Citi
Industry Banking
Experience
Citi May 2015 - Present
Citi February 2013 - May 2015
Skills
Transportation, Customer Service, Logistics, Inventory Management, Microsoft Excel, Time Management, Sales, Leadership, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Outlook, Forecasting, Teamwork, Access, Team Building, Supply Chain Management, Management, Accounting, Process Improvement, Data Analysis, Budgets, Product Control, Banking, Risk Management, Team Leadership
Education
The University of Akron 2006 — 2012
Bachelor of Business Administration (B.B.A.), Corporate Finance, 3.7
Citi May 2015 - Present
Citi February 2013 - May 2015
Skills
Transportation, Customer Service, Logistics, Inventory Management, Microsoft Excel, Time Management, Sales, Leadership, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Outlook, Forecasting, Teamwork, Access, Team Building, Supply Chain Management, Management, Accounting, Process Improvement, Data Analysis, Budgets, Product Control, Banking, Risk Management, Team Leadership
Education
The University of Akron 2006 — 2012
Bachelor of Business Administration (B.B.A.), Corporate Finance, 3.7
Bode Ajiboye's Citi Experience June 2013 - August 2013
Job Experienced M&A Professional
Industry Management Consulting
Experience
EY August 2014 - Present
Paga August 2013 - September 2013
Citi June 2013 - August 2013
Deloitte July 2011 - August 2012
Deloitte Consulting July 2009 - July 2011
JPMC June 2008 - August 2008
Skills
Business Process..., Management Consulting, Financial Modeling, Process Engineering, Analytics, Business Analysis, Data Analysis, Visio, Process Improvement, Business Process, Business Transformation, Strategy, Consulting, Analysis, Financial Analysis, Business Strategy, Project Management, Business Process Design
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Corporate Strategy
Vanderbilt University 2007 — 2009
Bachelor of Science (B.Sc.), Computer Engineering
Vanderbilt University 2005 — 2009
Master of Engineering (M.Eng.), Electrical and Electronics Engineering
EY August 2014 - Present
Paga August 2013 - September 2013
Citi June 2013 - August 2013
Deloitte July 2011 - August 2012
Deloitte Consulting July 2009 - July 2011
JPMC June 2008 - August 2008
Skills
Business Process..., Management Consulting, Financial Modeling, Process Engineering, Analytics, Business Analysis, Data Analysis, Visio, Process Improvement, Business Process, Business Transformation, Strategy, Consulting, Analysis, Financial Analysis, Business Strategy, Project Management, Business Process Design
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Corporate Strategy
Vanderbilt University 2007 — 2009
Bachelor of Science (B.Sc.), Computer Engineering
Vanderbilt University 2005 — 2009
Master of Engineering (M.Eng.), Electrical and Electronics Engineering
Dan Park Dan Park's Citi Experience February 1987 - August 1994
Job Americas Group Treasurer, UBS AG
Industry Financial Services
Experience
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
Esteban Saba's Citi Experience April 1998 - June 2000
Job Co founder and CEO @ håndværk (www.handvaerk.com)
Industry Consumer Goods
Experience
handvaerk 2012 - Present
TAP Advisors November 2011 - September 2012
Merrill Lynch September 2005 - June 2011
J.P. Morgan July 2002 - September 2005
Citi April 1998 - June 2000
Banco de Credito del Peru August 1995 - April 1998
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, LBO, Financial Institutions, Management, Capital Markets, Mergers, Private Equity, Business Strategy, Investments, Hedge Funds
Education
The University of Chicago - Booth School of Business
MBA, Finance
handvaerk 2012 - Present
TAP Advisors November 2011 - September 2012
Merrill Lynch September 2005 - June 2011
J.P. Morgan July 2002 - September 2005
Citi April 1998 - June 2000
Banco de Credito del Peru August 1995 - April 1998
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, LBO, Financial Institutions, Management, Capital Markets, Mergers, Private Equity, Business Strategy, Investments, Hedge Funds
Education
The University of Chicago - Booth School of Business
MBA, Finance
Edith Poon Edith Poon's Citi Experience January 2012 - December 2014
Job Manager, Regional Finance MIS Analyst at Citi
Industry Financial Services
Experience
Citi January 2012 - December 2014
Marsh July 2010 - December 2011
Ernst & Young October 2007 - June 2010
Marsh & McLennan Companies October 2005 - October 2007
Skills
Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Business Analysis, Finance, Management, Accounting, Internal Controls, Internal Audit, Banking, Financial Services, Analysis, Variance Analysis, Financial Statements, IFRS
Education
The University of British Columbia 2001 — 2005
Bachelor of Commerce (BCom), Accounting
Robert A. McMath Secondary School 1998 — 2001
Steveston Secondary School 1996 — 1998
Citi January 2012 - December 2014
Marsh July 2010 - December 2011
Ernst & Young October 2007 - June 2010
Marsh & McLennan Companies October 2005 - October 2007
Skills
Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Business Analysis, Finance, Management, Accounting, Internal Controls, Internal Audit, Banking, Financial Services, Analysis, Variance Analysis, Financial Statements, IFRS
Education
The University of British Columbia 2001 — 2005
Bachelor of Commerce (BCom), Accounting
Robert A. McMath Secondary School 1998 — 2001
Steveston Secondary School 1996 — 1998
Ashwin Natarajan's Citi Experience January 2013 - Present
Job Director Investment Banking at Citi
Industry Investment Banking
Experience
Citi January 2013 - Present
Citigroup July 2006 - December 2012
RBC Capital Markets June 2005 - August 2005
Hewitt Associates August 1999 - August 2004
Skills
Valuation, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investor Relations, DCF, Capital Structure, High Yield, Finance, Financial Modeling, Sell Side, Capital Markets, Due Diligence, IPO, Equities, Private Equity, Analysis, Investments, Management, Strategy, Fixed Income
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Houston 1997 — 1999
MS, Chemical Engineering
University of Mumbai 1993 — 1997
B.Chem.Engg, Chemical Engineering
OLPS 1988 — 1990
Citi January 2013 - Present
Citigroup July 2006 - December 2012
RBC Capital Markets June 2005 - August 2005
Hewitt Associates August 1999 - August 2004
Skills
Valuation, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investor Relations, DCF, Capital Structure, High Yield, Finance, Financial Modeling, Sell Side, Capital Markets, Due Diligence, IPO, Equities, Private Equity, Analysis, Investments, Management, Strategy, Fixed Income
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Houston 1997 — 1999
MS, Chemical Engineering
University of Mumbai 1993 — 1997
B.Chem.Engg, Chemical Engineering
OLPS 1988 — 1990
Chris Lappas's Citi Experience March 1991 - December 1998
Job Senior Vice President Stifel
Industry Financial Services
Experience
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
Maria M. Holmes, MBA, CFP Maria M. Holmes, MBA, CFP's Citi Experience 2008 - 2009
Job President BBVA Wealth Solutions and Executive Vice President, Director of Asset Management and Trust
Industry Financial Services
Experience
BBVA Compass August 2014 - Present
Santander Investment Services August 2013 - August 2014
Fifth Third Private Bank August 2009 - August 2013
Citi 2008 - 2009
Citibank 2005 - 2008
Citicorp Investment Services and Smith Barney 2003 - 2008
Citicorp Investment Services 2000 - 2003
Citibank 1997 - 2000
Skills
Wealth Management..., Portfolio Management, Investment Advisory, Risk Management, Investments, Financial Modeling, Cross-functional Team..., Wealth Management, Equities, Banking, Asset Managment, Mutual Funds, Finance, Credit, Series 7, Retail Banking, Financial Services, Financial Advisory, Series 63, Wealth, Insurance, Leadership, Relationship Management, Retirement Planning, Corporate Finance, Women Leaders, Strategic Planning, Business Relationship..., Private Banking, Capital Markets
Education
The University of Chicago - Booth School of Business
MBA, Finance
BBVA Compass August 2014 - Present
Santander Investment Services August 2013 - August 2014
Fifth Third Private Bank August 2009 - August 2013
Citi 2008 - 2009
Citibank 2005 - 2008
Citicorp Investment Services and Smith Barney 2003 - 2008
Citicorp Investment Services 2000 - 2003
Citibank 1997 - 2000
Skills
Wealth Management..., Portfolio Management, Investment Advisory, Risk Management, Investments, Financial Modeling, Cross-functional Team..., Wealth Management, Equities, Banking, Asset Managment, Mutual Funds, Finance, Credit, Series 7, Retail Banking, Financial Services, Financial Advisory, Series 63, Wealth, Insurance, Leadership, Relationship Management, Retirement Planning, Corporate Finance, Women Leaders, Strategic Planning, Business Relationship..., Private Banking, Capital Markets
Education
The University of Chicago - Booth School of Business
MBA, Finance
Charles Foster Charles Foster's Citi Experience May 2000 - June 2004
Job Managing Director, Global Head Manufacturing and Chemicals, and Head of Industrials & TMT North America Lloyds Bank
Industry Financial Services
Experience
Lloyds Banking Group October 2010 - Present
Structured Investment Management July 2007 - September 2010
Barclays Capital June 2004 - March 2007
Citi May 2000 - June 2004
Citigroup October 1998 - April 2000
Citi March 1998 - October 1998
Citi April 1996 - February 1998
Citibank Canada May 1990 - March 1996
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA, Finance
The University of British Columbia 1980 — 1985
BA, History; Biochemistry
St.Georges School for Boys 1976 — 1980
High School Diploma
Lloyds Banking Group October 2010 - Present
Structured Investment Management July 2007 - September 2010
Barclays Capital June 2004 - March 2007
Citi May 2000 - June 2004
Citigroup October 1998 - April 2000
Citi March 1998 - October 1998
Citi April 1996 - February 1998
Citibank Canada May 1990 - March 1996
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA, Finance
The University of British Columbia 1980 — 1985
BA, History; Biochemistry
St.Georges School for Boys 1976 — 1980
High School Diploma
Julian Rose Julian Rose's Citi Experience March 2013 - July 2014
Job Project Coordinator at McGrawHill Education
Industry E-Learning
Experience
McGraw-Hill Education July 2014 - Present
Citi March 2013 - July 2014
Citi February 2009 - March 2013
Citi October 2007 - February 2009
Skills
Leadership, Project Management, Cross-functional Team..., Program Management, Project Support, Project Portfolio..., Project Coordination, Technical Support, Troubleshooting, People Skills, Vendor Management, Business Analysis, Microsoft Excel
Education
The University of Akron 2003 — 2007
N/A, Business/Corporate Communications
McGraw-Hill Education July 2014 - Present
Citi March 2013 - July 2014
Citi February 2009 - March 2013
Citi October 2007 - February 2009
Skills
Leadership, Project Management, Cross-functional Team..., Program Management, Project Support, Project Portfolio..., Project Coordination, Technical Support, Troubleshooting, People Skills, Vendor Management, Business Analysis, Microsoft Excel
Education
The University of Akron 2003 — 2007
N/A, Business/Corporate Communications
Konstantine Haralampopoulos Konstantine Haralampopoulos's Citi Experience May 1995 - October 1995
Job Strategic Account Manager at Gardner Denver
Industry Medical Devices
Experience
Gardner Denver July 2015 - Present
Henkel November 2013 - June 2015
Konfidant June 1996 - October 2013
Johnson & Johnson July 2004 - July 2006
Citi May 1995 - October 1995
Skills
Marketing Strategy, Medical Devices, Competitive Analysis, Competitive Intelligence, Business Planning, Product Marketing, Sales Management, Thought Leadership, Strategic Planning, Market Research, Online Marketing, Pricing Strategy, Diabetes, Brand Development, Product Innovation, Key Account Management, Negotiation, Social Media Marketing, Digital Marketing, EHR, SEO, Benchmarking, Project Portfolio..., Collaborative Leadership, Training & Development, Operations Management, Medical Diagnostics, Physician Practice..., Collateral Material..., Medical Education, Subject Matter Expert, Customer Lifecycle..., Upstream Marketing, Downstream Marketing, Professional Services..., Chronic Pain, Wellness, ROI Accountability, Microsoft CRM, Think Tank, Healthcare Consulting, Physician Recruitment, Relationship Cultivation, Biopharma, Family Dentistry, Quantitative, Web 2.0, Nutraceuticals, Retail Sales, KOL Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA, 1995
University of Illinois at Chicago 1982 — 1987
Bachelors of Science, Biological Sciences
Πειραϊκόν 1970 — 1982
Λύκειο / Lyceum, Greek Language Curriculum K-12, Highest Honors
Gardner Denver July 2015 - Present
Henkel November 2013 - June 2015
Konfidant June 1996 - October 2013
Johnson & Johnson July 2004 - July 2006
Citi May 1995 - October 1995
Skills
Marketing Strategy, Medical Devices, Competitive Analysis, Competitive Intelligence, Business Planning, Product Marketing, Sales Management, Thought Leadership, Strategic Planning, Market Research, Online Marketing, Pricing Strategy, Diabetes, Brand Development, Product Innovation, Key Account Management, Negotiation, Social Media Marketing, Digital Marketing, EHR, SEO, Benchmarking, Project Portfolio..., Collaborative Leadership, Training & Development, Operations Management, Medical Diagnostics, Physician Practice..., Collateral Material..., Medical Education, Subject Matter Expert, Customer Lifecycle..., Upstream Marketing, Downstream Marketing, Professional Services..., Chronic Pain, Wellness, ROI Accountability, Microsoft CRM, Think Tank, Healthcare Consulting, Physician Recruitment, Relationship Cultivation, Biopharma, Family Dentistry, Quantitative, Web 2.0, Nutraceuticals, Retail Sales, KOL Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA, 1995
University of Illinois at Chicago 1982 — 1987
Bachelors of Science, Biological Sciences
Πειραϊκόν 1970 — 1982
Λύκειο / Lyceum, Greek Language Curriculum K-12, Highest Honors
James Harrah's Citi Experience June 2007 — February 2013
Job Asst. General Auditor at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial March 2013 — Present
Citi June 2007 — February 2013
KeyBank April 2004 — June 2007
KPMG 2003 — 2004
National City Bank 2000 — 2003
American Greetings 1999 — 2000
Cleveland Indians 1994 — 1998
Ciuni & Panichi 1992 — 1994
Skills
Risk Management, Internal Audit, Internal Controls, Risk Assessment, Executive Reporting, Operational Risk..., Enterprise Risk..., Data Mining, Data Analysis, Compliance, AML, Sarbanes-Oxley Act, Management Consulting, Project Management
Education
The University of Akron 1987 — 1991
Bachelor of Science (B.S.), Accountancy
E*TRADE Financial March 2013 — Present
Citi June 2007 — February 2013
KeyBank April 2004 — June 2007
KPMG 2003 — 2004
National City Bank 2000 — 2003
American Greetings 1999 — 2000
Cleveland Indians 1994 — 1998
Ciuni & Panichi 1992 — 1994
Skills
Risk Management, Internal Audit, Internal Controls, Risk Assessment, Executive Reporting, Operational Risk..., Enterprise Risk..., Data Mining, Data Analysis, Compliance, AML, Sarbanes-Oxley Act, Management Consulting, Project Management
Education
The University of Akron 1987 — 1991
Bachelor of Science (B.S.), Accountancy
Tanya Burnell's Citi Experience 2004 - 2008
Job Director of Corporate Development at CC Industries, A Henry Crown Company
Industry Venture Capital & Private Equity
Experience
UL 2009 - 2013
Citi 2004 - 2008
Keefe, Bruyette & Woods 2000 - 2002
Skills
Strategy, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Business Strategy, Corporate Development, Cross-functional Team..., Acquisition Integration, Due Diligence, Business Development, Financial Analysis, Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA
University of Richmond - Robins School of Business
BSBA
UL 2009 - 2013
Citi 2004 - 2008
Keefe, Bruyette & Woods 2000 - 2002
Skills
Strategy, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Business Strategy, Corporate Development, Cross-functional Team..., Acquisition Integration, Due Diligence, Business Development, Financial Analysis, Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA
University of Richmond - Robins School of Business
BSBA
Christopher Moore's Citi Experience September 2011 - May 2013
Job
Industry Financial Services
Experience
AIG May 2013 - March 2015
Citi September 2011 - May 2013
STATE STREET BANK AND TRUST September 2008 - December 2010
Citi August 2003 - September 2008
ONESHIELD, INC. January 2000 - January 2001
LEWTAN TECHNOLOGIES (Thompson Financial) January 1999 - January 2000
STATE STREET BANK AND TRUST January 1997 - January 1999
MOORE COMPUTER CONSULTANTS, INC January 1995 - January 1997
FIDELITY INVESTMENTS INC January 1993 - January 1994
Skills
Financial Modeling, Due Diligence, Forecasting, Team Building, Staff Development, Banking, Corporate Finance, Financial Services, Cash Management, Strategy, Business Strategy, Finance, Strategic Financial..., Valuation, Investments, Competitive Analysis, Analysis, Business Analysis, Managerial Finance, Business Development, Mergers & Acquisitions, Cross-functional Team..., Management, Budgets, Capital Markets, Leadership, Analytics
Education
The University of Chicago Booth School of Business 2001 — 2003
Master, Business Administration; Finance and Accounting
UNIVERSITY OF MASSACHUSETTS 1988 — 1992
Bachelor of Arts, Major Philosophy / Minor Economics
St. Joseph's School
AIG May 2013 - March 2015
Citi September 2011 - May 2013
STATE STREET BANK AND TRUST September 2008 - December 2010
Citi August 2003 - September 2008
ONESHIELD, INC. January 2000 - January 2001
LEWTAN TECHNOLOGIES (Thompson Financial) January 1999 - January 2000
STATE STREET BANK AND TRUST January 1997 - January 1999
MOORE COMPUTER CONSULTANTS, INC January 1995 - January 1997
FIDELITY INVESTMENTS INC January 1993 - January 1994
Skills
Financial Modeling, Due Diligence, Forecasting, Team Building, Staff Development, Banking, Corporate Finance, Financial Services, Cash Management, Strategy, Business Strategy, Finance, Strategic Financial..., Valuation, Investments, Competitive Analysis, Analysis, Business Analysis, Managerial Finance, Business Development, Mergers & Acquisitions, Cross-functional Team..., Management, Budgets, Capital Markets, Leadership, Analytics
Education
The University of Chicago Booth School of Business 2001 — 2003
Master, Business Administration; Finance and Accounting
UNIVERSITY OF MASSACHUSETTS 1988 — 1992
Bachelor of Arts, Major Philosophy / Minor Economics
St. Joseph's School
Gopal Ganapathy, PMP, MBA, CSM's Citi Experience January 2008 - June 2008
Job
Industry Information Technology and Services
Experience
Essilor 2008 - Present
Citi January 2008 - June 2008
EDS August 2005 - January 2008
Abbott Labs July 1999 - August 2005
Shaw's Supermarkets 1994 - 1999
Skills
Cross-functional Team..., SDLC, Program Management, Requirements Gathering, Requirements Analysis, Project Management, Vendor Management, Change Management, Strategy, ERP, Data Warehousing, Business Analysis, Process Improvement, Management, PMO, IT Management, SAP, Leadership, Software Development, Testing
Education
The University of Dallas 2004 — 2007
MBA, Global Business
University of Mumbai
Bachelors in Engineering, Computer Engineering
Essilor 2008 - Present
Citi January 2008 - June 2008
EDS August 2005 - January 2008
Abbott Labs July 1999 - August 2005
Shaw's Supermarkets 1994 - 1999
Skills
Cross-functional Team..., SDLC, Program Management, Requirements Gathering, Requirements Analysis, Project Management, Vendor Management, Change Management, Strategy, ERP, Data Warehousing, Business Analysis, Process Improvement, Management, PMO, IT Management, SAP, Leadership, Software Development, Testing
Education
The University of Dallas 2004 — 2007
MBA, Global Business
University of Mumbai
Bachelors in Engineering, Computer Engineering
Helen Shields's Citi Experience April 1990 - July 1991
Job Global Compensation Manager at Heidrick & Struggles
Industry Financial Services
Experience
Heidrick & Struggles August 2014 - Present
Resources Global Professionals September 2012 - July 2014
Protection One October 2011 - March 2012
DLC June 2007 - October 2011
Aon Hewitt February 2006 - May 2007
Mercer April 2005 - December 2005
United Airlines January 1995 - December 2004
Cub Foods, SUPERVALU January 1992 - July 1994
Citi April 1990 - July 1991
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
University of International Business and Economics
Bachelor of Arts (B.A.), Economics
Heidrick & Struggles August 2014 - Present
Resources Global Professionals September 2012 - July 2014
Protection One October 2011 - March 2012
DLC June 2007 - October 2011
Aon Hewitt February 2006 - May 2007
Mercer April 2005 - December 2005
United Airlines January 1995 - December 2004
Cub Foods, SUPERVALU January 1992 - July 1994
Citi April 1990 - July 1991
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
University of International Business and Economics
Bachelor of Arts (B.A.), Economics
Stephen Torchen's Citi Experience December 2002 - December 2008
Job
Industry Management Consulting
Experience
PwC October 2014 - Present
Citigroup Global Markets January 2009 - June 2014
Citi December 2002 - December 2008
Greenwich Technology Partners May 2001 - September 2001
Skills
Financial Modeling, Fixed Income, Capital Markets, Trading Strategies, Relationship Management, Corporate Finance, Nonprofits, Board of Directors, Investment Banking, Trading, Investments, Finance
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Notre Dame - Mendoza College of Business 1998 — 2002
Finance
PwC October 2014 - Present
Citigroup Global Markets January 2009 - June 2014
Citi December 2002 - December 2008
Greenwich Technology Partners May 2001 - September 2001
Skills
Financial Modeling, Fixed Income, Capital Markets, Trading Strategies, Relationship Management, Corporate Finance, Nonprofits, Board of Directors, Investment Banking, Trading, Investments, Finance
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Notre Dame - Mendoza College of Business 1998 — 2002
Finance
Hamza Rampurawala's Citi Experience 2006 - 2006
Job Strategy, Innovation, and Business Development
Industry Financial Services
Experience
CME Group September 2014 - Present
CME Group September 2010 - September 2014
A.T. Kearney 2007 - 2010
Citi 2006 - 2006
Citadel Investment Group 2003 - 2005
Skills
Commodity, Trading, Financial Modeling, Business Strategy, Management, Analysis, Energy, Valuation, Mergers & Acquisitions, Corporate Finance, Strategy, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Economics, Finance, Strategic Management
University of Illinois at Urbana-Champaign
B.S., Electrical Engineering
CME Group September 2014 - Present
CME Group September 2010 - September 2014
A.T. Kearney 2007 - 2010
Citi 2006 - 2006
Citadel Investment Group 2003 - 2005
Skills
Commodity, Trading, Financial Modeling, Business Strategy, Management, Analysis, Energy, Valuation, Mergers & Acquisitions, Corporate Finance, Strategy, Portfolio Management
Education
The University of Chicago - Booth School of Business
MBA, Economics, Finance, Strategic Management
University of Illinois at Urbana-Champaign
B.S., Electrical Engineering
Max Gladstein's Citi Experience July 2008 - Present
Job at Citi
Industry Banking
Experience
Citi July 2008 - Present
Education
The University of Chicago 2006 — 2008
MBA, Finance
The University of Chicago Booth School of Business 2006 — 2008
Citi July 2008 - Present
Education
The University of Chicago 2006 — 2008
MBA, Finance
The University of Chicago Booth School of Business 2006 — 2008
Harish Balan's Citi Experience May 2013 - Present
Job Director, Technology M&A
Industry Investment Banking
Experience
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
Fernando Castro-Caratini's Citi Experience August 2012 - Present
Job Investment Banking Associate at Citi
Industry Real Estate
Experience
Citi August 2012 - Present
Empresas ICA, S.A. de C.V. June 2011 - August 2011
Cayuga Capital Management LLC September 2008 - January 2010
John Dewey College August 2007 - July 2008
Clemens Construction Company September 2006 - June 2007
Skills
Asset Managment, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Project Management, Real Estate Development, Strategic Planning, Valuation, Mergers & Acquisitions, Capital Markets, Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Economics
The Tuck School of Business at Dartmouth 2008 — 2008
Certificate, Business
Washington University in St. Louis 2002 — 2006
B.A., Architecture and Art
Citi August 2012 - Present
Empresas ICA, S.A. de C.V. June 2011 - August 2011
Cayuga Capital Management LLC September 2008 - January 2010
John Dewey College August 2007 - July 2008
Clemens Construction Company September 2006 - June 2007
Skills
Asset Managment, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Project Management, Real Estate Development, Strategic Planning, Valuation, Mergers & Acquisitions, Capital Markets, Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Economics
The Tuck School of Business at Dartmouth 2008 — 2008
Certificate, Business
Washington University in St. Louis 2002 — 2006
B.A., Architecture and Art
Scott Sartorius's Citi Experience 2001 - 2005
Job Managing Director Leveraged Finance, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2005 - Present
Citi 2001 - 2005
Catamount Brewing Company July 1996 - January 1998
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Williams College 1992 — 1996
The Shipley School 1986 — 1991
High School
Deutsche Bank August 2005 - Present
Citi 2001 - 2005
Catamount Brewing Company July 1996 - January 1998
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
Williams College 1992 — 1996
The Shipley School 1986 — 1991
High School
Gurb Thind's Citi Experience September 2005 - April 2014
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Citi September 2005 - April 2014
Booz & Company June 1998 - August 2005
Smith Barney June 1996 - July 1997
Prudential Securities July 1994 - June 1996
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Yale University 1990 — 1994
BA, Economics
J.P. Morgan April 2014 - Present
Citi September 2005 - April 2014
Booz & Company June 1998 - August 2005
Smith Barney June 1996 - July 1997
Prudential Securities July 1994 - June 1996
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Yale University 1990 — 1994
BA, Economics
Amy Cooper's Citi Experience 2010 - 2013
Job Vice President Asset Management
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Lindsay Davis's Citi Experience September 2009 - April 2012
Job MBA Candidate at Chicago Booth
Industry Pharmaceuticals
Experience
AbbVie June 2014 - September 2014
Citi September 2009 - April 2012
Citi June 2008 - September 2009
Skills
Valuation, Financial Modeling, Research
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship, Marketing, Behavioral Economics
University of Michigan 2004 — 2008
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
The University of Chicago Booth School of Business
AbbVie June 2014 - September 2014
Citi September 2009 - April 2012
Citi June 2008 - September 2009
Skills
Valuation, Financial Modeling, Research
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship, Marketing, Behavioral Economics
University of Michigan 2004 — 2008
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
The University of Chicago Booth School of Business
Donna Beck's Citi Experience August 1992 - December 1993
Job Registered Principal at Starlight Investments LLC
Industry Financial Services
Experience
WorldVest Capital Markets January 2006 - May 2009
State Street June 1998 - February 2002
Rodman & Renshaw January 1996 - May 1998
Citi August 1992 - December 1993
Credit Suisse First Boston January 1989 - August 1990
Goldman Sachs June 1987 - December 1988
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Venture Capital, Financial Markets, Corporate Finance, Emerging Markets, Bonds, Trading
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics
WorldVest Capital Markets January 2006 - May 2009
State Street June 1998 - February 2002
Rodman & Renshaw January 1996 - May 1998
Citi August 1992 - December 1993
Credit Suisse First Boston January 1989 - August 1990
Goldman Sachs June 1987 - December 1988
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Venture Capital, Financial Markets, Corporate Finance, Emerging Markets, Bonds, Trading
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics
Healy Adams's Citi Experience January 2012 - August 2013
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
The Boston Consulting Group August 2015 - Present
The Boston Consulting Group June 2014 - August 2014
Citi January 2012 - August 2013
Citi August 2009 - January 2012
Citi July 2006 - July 2009
Skills
Relationship Management, Management, Banking, Portfolio Management, Strategy, Financial Analysis, Credit Cards, Financial Services, Credit, Cash Management, Payments, Finance, Risk Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
BS, Business Administration, Finance
The Boston Consulting Group August 2015 - Present
The Boston Consulting Group June 2014 - August 2014
Citi January 2012 - August 2013
Citi August 2009 - January 2012
Citi July 2006 - July 2009
Skills
Relationship Management, Management, Banking, Portfolio Management, Strategy, Financial Analysis, Credit Cards, Financial Services, Credit, Cash Management, Payments, Finance, Risk Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
BS, Business Administration, Finance
Anthony Piscopo's Citi Experience June 2011 - Present
Job Managing Director, Senior Credit Officer Secured Products at Citi
Industry Banking
Experience
Citi June 2011 - Present
HSBC August 2003 - May 2011
GE Capital April 1995 - April 2003
Household International June 1987 - April 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
University of Illinois at Urbana-Champaign - College of Business
Citi June 2011 - Present
HSBC August 2003 - May 2011
GE Capital April 1995 - April 2003
Household International June 1987 - April 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
University of Illinois at Urbana-Champaign - College of Business
Kevin Kogler's Citi Experience 2001 - 2003
Job Founder & President MicroBiz POS
Industry Computer Software
Experience
MicroBiz Cloud Point of Sale March 2012 - Present
Shelton Capital Management February 2005 - Present
CAM Commerce Solutions April 2010 - March 2012
Robertson Piper Software Group August 2006 - March 2012
FBR 2003 - 2006
Citi 2001 - 2003
Citi 2001 - 2003
Citi 2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette) 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Analytical Finance, Accounting, With Honors
University of Wisconsin-Madison 1985 — 1989
BBA, Real Estate/Accounting
Wauwatosa East 1981 — 1984
General
MicroBiz Cloud Point of Sale March 2012 - Present
Shelton Capital Management February 2005 - Present
CAM Commerce Solutions April 2010 - March 2012
Robertson Piper Software Group August 2006 - March 2012
FBR 2003 - 2006
Citi 2001 - 2003
Citi 2001 - 2003
Citi 2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette) 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Analytical Finance, Accounting, With Honors
University of Wisconsin-Madison 1985 — 1989
BBA, Real Estate/Accounting
Wauwatosa East 1981 — 1984
General
Geoff Flaum's Citi Experience July 2000 - July 2003
Job Portfolio Manager at Allstate Investments
Industry Investment Management
Experience
Allstate Investments April 2009 - Present
Wolf Point Capital July 2008 - November 2008
Lehman Brothers July 2003 - June 2008
Citi July 2000 - July 2003
Education
The University of Chicago Booth School of Business
MBA, Finance, Economics
University of Michigan 1996 — 2000
BA, Organizational Studies
Allstate Investments April 2009 - Present
Wolf Point Capital July 2008 - November 2008
Lehman Brothers July 2003 - June 2008
Citi July 2000 - July 2003
Education
The University of Chicago Booth School of Business
MBA, Finance, Economics
University of Michigan 1996 — 2000
BA, Organizational Studies
Jonathan Gol's Citi Experience July 2013 - June 2014
Job MBA Candidate, University of Chicago Booth School of Business
Industry Financial Services
Experience
Perella Weinberg Partners June 2015 - July 2015
Citi July 2013 - June 2014
Citi June 2010 - June 2013
RGE Monitor June 2009 - August 2009
Sothebys June 2008 - August 2008
Brack Capital Real Estate June 2007 - August 2007
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, Analysis, FX Options, Macroeconomics, Interest Rate Swaps, Modeling
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
B.A., Economics, Modern Middle East Studies
Perella Weinberg Partners June 2015 - July 2015
Citi July 2013 - June 2014
Citi June 2010 - June 2013
RGE Monitor June 2009 - August 2009
Sothebys June 2008 - August 2008
Brack Capital Real Estate June 2007 - August 2007
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, Analysis, FX Options, Macroeconomics, Interest Rate Swaps, Modeling
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
B.A., Economics, Modern Middle East Studies
Marco Castellani's Citi Experience July 2015 - Present
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
Citi June 2014 - August 2014
The Boston Consulting Group September 2010 - July 2013
Università di Bologna April 2010 - July 2010
Skills
Analysis, Management Consulting, Industrial Goods, Oil&Gas, Strategic Planning, Microsoft Office, Excel, Italian, Business Planning, Business Strategy, English, PowerPoint, Modeling, Microsoft Excel, Market Research, Strategy, Project Planning, Due Diligence, Management, Corporate Development, Energy, Private Equity, Team Building, Leadership, Teamwork, Business plan
Education
The University of Chicago - Booth School of Business 2013 — 2015
Full Time MBA, Accounting, Finance, and Entrepreneurship
Università di Bologna 2004 — 2010
B.S. (2008), M.S. (2010), Chemical and Process Engineering, 110/110 Summa Cum Laude
University of California, Santa Barbara 2008 — 2009
Technology Entrepreneurship Certificate, Technology Management Program
Citi July 2015 - Present
Citi June 2014 - August 2014
The Boston Consulting Group September 2010 - July 2013
Università di Bologna April 2010 - July 2010
Skills
Analysis, Management Consulting, Industrial Goods, Oil&Gas, Strategic Planning, Microsoft Office, Excel, Italian, Business Planning, Business Strategy, English, PowerPoint, Modeling, Microsoft Excel, Market Research, Strategy, Project Planning, Due Diligence, Management, Corporate Development, Energy, Private Equity, Team Building, Leadership, Teamwork, Business plan
Education
The University of Chicago - Booth School of Business 2013 — 2015
Full Time MBA, Accounting, Finance, and Entrepreneurship
Università di Bologna 2004 — 2010
B.S. (2008), M.S. (2010), Chemical and Process Engineering, 110/110 Summa Cum Laude
University of California, Santa Barbara 2008 — 2009
Technology Entrepreneurship Certificate, Technology Management Program
Jamie McMahon, MBA's Citi Experience April 2014 - Present
Job VP, Strategic Initiatives at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Citi July 2013 - April 2014
Consulting May 2012 - June 2013
Capital One Home Loans May 2012 - May 2012
Saxon Mortgage July 2009 - May 2011
Citigroup October 2007 - December 2008
Citigroup October 2002 - October 2007
Citigroup November 2001 - October 2002
Alcatel-Lucent May 2000 - July 2001
Alcatel May 1999 - May 2000
Skills
Cross-functional Team..., Change Management, Visio
Education
The University of Dallas 2006 — 2009
MBA, Project Management & Engineering Management
University of North Texas 1996 — 2000
BBA, Human Resources Management & Organizational Behavior
Dexter High School
Citi April 2014 - Present
Citi July 2013 - April 2014
Consulting May 2012 - June 2013
Capital One Home Loans May 2012 - May 2012
Saxon Mortgage July 2009 - May 2011
Citigroup October 2007 - December 2008
Citigroup October 2002 - October 2007
Citigroup November 2001 - October 2002
Alcatel-Lucent May 2000 - July 2001
Alcatel May 1999 - May 2000
Skills
Cross-functional Team..., Change Management, Visio
Education
The University of Dallas 2006 — 2009
MBA, Project Management & Engineering Management
University of North Texas 1996 — 2000
BBA, Human Resources Management & Organizational Behavior
Dexter High School
Mark Scholes's Citi Experience September 2014 - August 2015
Job Product Owner at Wolters Kluwer Audit, Risk & Compliance
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services August 2015 - Present
Citi September 2014 - August 2015
Arbitration Forums November 2010 - September 2014
Healthesystems October 2008 - October 2010
Citi October 2001 - October 2008
BDP (Building Design Partnership Ltd) June 2000 - September 2001
Skills
Business Analysis, Business Requirements, Data Warehousing, Business Intelligence, Relational Databases, Agile & Waterfall..., Functional Requirements, MicroStrategy, Blueprint Requirements..., Visio, Project Management, User Acceptance Testing, SQL*Plus, PeopleSoft Financial, Activity Based Costing, Activity Based..., Technical Training, C++, Java, Visual Basic, Integration, Data Integration, ETL, Agile Methodologies, SDLC, Requirements Analysis, Process Improvement, Software Documentation, Vendor Management
Education
Bolton University, UK 1998 — 2000
HND/Bachelor's degree, Computer Science, 3.5
The University of Bolton 1998 — 2000
HND/BSc, Computer Science
Wolters Kluwer Financial Services August 2015 - Present
Citi September 2014 - August 2015
Arbitration Forums November 2010 - September 2014
Healthesystems October 2008 - October 2010
Citi October 2001 - October 2008
BDP (Building Design Partnership Ltd) June 2000 - September 2001
Skills
Business Analysis, Business Requirements, Data Warehousing, Business Intelligence, Relational Databases, Agile & Waterfall..., Functional Requirements, MicroStrategy, Blueprint Requirements..., Visio, Project Management, User Acceptance Testing, SQL*Plus, PeopleSoft Financial, Activity Based Costing, Activity Based..., Technical Training, C++, Java, Visual Basic, Integration, Data Integration, ETL, Agile Methodologies, SDLC, Requirements Analysis, Process Improvement, Software Documentation, Vendor Management
Education
Bolton University, UK 1998 — 2000
HND/Bachelor's degree, Computer Science, 3.5
The University of Bolton 1998 — 2000
HND/BSc, Computer Science
Peter Panos's Citi Experience 2000 - 2009
Job Professor of the Practice of Finance
Industry Financial Services
Experience
Nomura Securities December 2010 - Present
Kenan-Flagler Business School, University of North Carolina January 2009 - Present
Citi 2000 - 2009
Skills
Licensed Professional..., Chartered Financial...
Education
Northwestern University, Evanston, Illinois
Bachelor's Degree, Chemical Engineering
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Nomura Securities December 2010 - Present
Kenan-Flagler Business School, University of North Carolina January 2009 - Present
Citi 2000 - 2009
Skills
Licensed Professional..., Chartered Financial...
Education
Northwestern University, Evanston, Illinois
Bachelor's Degree, Chemical Engineering
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Julia Mossor's Citi Experience October 2002 - May 2005
Job Regional Director of Operations at NextGear Capital, Inc.
Industry Financial Services
Experience
NextGear Capital January 2008 - Present
Saxon Mortgage May 2005 - January 2008
Citi October 2002 - May 2005
Skills
Strategic Planning, Team Building, Leadership, Sales Process, Management, Sales, Customer Retention, Sales Management, Customer Service, Selling, Automotive, Financial Services, Mortgage Lending, Account Management, Portfolio Management, Risk Management, Loans, Business Development, Banking, Great Leader, Credit, Negotiation, Customer Satisfaction, Goal-driven leader, Underwriting, Credit Analysis, Operations Management, Real Estate, New Business Development, Forecasting, Financial Analysis, Sales Operations, Inventory Management, Training, Executive Management, Finance, Profit, Team Leadership, Marketing
Education
The University of Akron 1987 — 1991
BA of Arts, Clothing and textiles and Marketing
NextGear Capital January 2008 - Present
Saxon Mortgage May 2005 - January 2008
Citi October 2002 - May 2005
Skills
Strategic Planning, Team Building, Leadership, Sales Process, Management, Sales, Customer Retention, Sales Management, Customer Service, Selling, Automotive, Financial Services, Mortgage Lending, Account Management, Portfolio Management, Risk Management, Loans, Business Development, Banking, Great Leader, Credit, Negotiation, Customer Satisfaction, Goal-driven leader, Underwriting, Credit Analysis, Operations Management, Real Estate, New Business Development, Forecasting, Financial Analysis, Sales Operations, Inventory Management, Training, Executive Management, Finance, Profit, Team Leadership, Marketing
Education
The University of Akron 1987 — 1991
BA of Arts, Clothing and textiles and Marketing
Alan Kan's Citi Experience 1992 - 1996
Job Sr. Oracle DBA North American Credit Cards and Merchant Services at TD
Industry Internet
Experience
TD Bank January 2015 - Present
TD Bank November 2013 - January 2015
Workopolis January 2012 - November 2013
TD Bank November 2007 - January 2012
Biovail May 2007 - October 2007
ClaimSecure Inc. August 2005 - April 2007
Amkor Technology 2002 - 2003
Citi 1992 - 1996
Skills
Oracle, Microsoft SQL Server, SQL, Databases, PL/SQL, Unix, ETL, SDLC, Oracle RAC, Oracle Database..., Database Design, Disaster Recovery, Database Administration, Performance Tuning
Education
University of Santo Tomas 1984 — 1989
Electronics and Communications Engineering
Oracle
The University of British Columbia
TD Bank January 2015 - Present
TD Bank November 2013 - January 2015
Workopolis January 2012 - November 2013
TD Bank November 2007 - January 2012
Biovail May 2007 - October 2007
ClaimSecure Inc. August 2005 - April 2007
Amkor Technology 2002 - 2003
Citi 1992 - 1996
Skills
Oracle, Microsoft SQL Server, SQL, Databases, PL/SQL, Unix, ETL, SDLC, Oracle RAC, Oracle Database..., Database Design, Disaster Recovery, Database Administration, Performance Tuning
Education
University of Santo Tomas 1984 — 1989
Electronics and Communications Engineering
Oracle
The University of British Columbia
Friedrich Ebede's Citi Experience June 2014 - August 2014
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
TD Bank September 2015 - Present
Citi June 2014 - August 2014
Ecobank Transnational Incorporated August 2011 - December 2013
Global Ratings 2009 - 2010
Logan Circle Partners Investment 2007 - 2009
UBS Investment Bank 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Emerging Markets, Portfolio Management, Private Equity, Equities, Investments, Investment Banking, Due Diligence, Asset Management, Capital Markets, Risk Management, Banking, Strategy, Business Strategy, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management and Economics
University of Pennsylvania - The Wharton School 2002 — 2006
Finance
Northfield Mount Hermon School (NMH) 2001 — 2002
TD Bank September 2015 - Present
Citi June 2014 - August 2014
Ecobank Transnational Incorporated August 2011 - December 2013
Global Ratings 2009 - 2010
Logan Circle Partners Investment 2007 - 2009
UBS Investment Bank 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Emerging Markets, Portfolio Management, Private Equity, Equities, Investments, Investment Banking, Due Diligence, Asset Management, Capital Markets, Risk Management, Banking, Strategy, Business Strategy, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management and Economics
University of Pennsylvania - The Wharton School 2002 — 2006
Finance
Northfield Mount Hermon School (NMH) 2001 — 2002
Wendell Brooks's Citi Experience September 1993 - May 2008
Job President Mergers & Acquisitions at Intel
Industry Semiconductors
Experience
Allen & Company September 2008 - August 2014
Citi September 1993 - May 2008
Skills
Mergers & Acquisitions, Capital Markets, Investment Banking, Equities, Private Equity, Corporate Finance, Hedge Funds, Valuation
Education
University of Chicago Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
University of Michigan 1983 — 1987
BSEng, Industrial & Operations Engineering
Allen & Company September 2008 - August 2014
Citi September 1993 - May 2008
Skills
Mergers & Acquisitions, Capital Markets, Investment Banking, Equities, Private Equity, Corporate Finance, Hedge Funds, Valuation
Education
University of Chicago Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
University of Michigan 1983 — 1987
BSEng, Industrial & Operations Engineering
Pam Freday's Citi Experience March 2010 - April 2012
Job Sr Group Manager CFNA Real Estate Portfolio at CitiMortgage
Industry Financial Services
Experience
CitiMortgage April 2012 - Present
Citi March 2010 - April 2012
CitiFinancial May 2006 - December 2010
American General Finance 1977 - 1990
Skills
Risk Management, Vendor Management, Banking, Business Analysis, Financial Services, Process Improvement, Portfolio Management, Mergers & Acquisitions, Relationship Management, Project Portfolio..., Credit, Business Process..., Operations Management, SDLC, Program Management, Finance, Change Management, Software Project..., Mortgage Lending, Loans, Team Building, New Business Development, Management, Leadership, Financial Analysis, PMO, Insurance
Education
The University of Akron 1973 — 1976
Bachelor of Science (BS) BA, Business/Commerce, General
CitiMortgage April 2012 - Present
Citi March 2010 - April 2012
CitiFinancial May 2006 - December 2010
American General Finance 1977 - 1990
Skills
Risk Management, Vendor Management, Banking, Business Analysis, Financial Services, Process Improvement, Portfolio Management, Mergers & Acquisitions, Relationship Management, Project Portfolio..., Credit, Business Process..., Operations Management, SDLC, Program Management, Finance, Change Management, Software Project..., Mortgage Lending, Loans, Team Building, New Business Development, Management, Leadership, Financial Analysis, PMO, Insurance
Education
The University of Akron 1973 — 1976
Bachelor of Science (BS) BA, Business/Commerce, General
Amy Guziczek's Citi Experience September 2005 - April 2008
Job Channel Manager at Stanley Black & Decker
Industry Consumer Goods
Experience
Stanley Black & Decker , Inc. June 2012 - Present
Stanley Black & Decker , Inc. June 2011 - June 2012
Stanley Black & Decker , Inc. April 2008 - June 2011
Citi September 2005 - April 2008
Citigroup October 2001 - September 2005
Skills
PeopleSoft, Excel, Outlook, Microsoft Office, Retail, Customer Service, Marketing, Marketing Communications, Product Marketing, Microsoft Excel, Sales Operations, Key Account Management, Pricing, Consumer Products, Market Planning, Account Management, Cross-functional Team..., Sales Management, Management
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Marketing
Stanley Black & Decker , Inc. June 2012 - Present
Stanley Black & Decker , Inc. June 2011 - June 2012
Stanley Black & Decker , Inc. April 2008 - June 2011
Citi September 2005 - April 2008
Citigroup October 2001 - September 2005
Skills
PeopleSoft, Excel, Outlook, Microsoft Office, Retail, Customer Service, Marketing, Marketing Communications, Product Marketing, Microsoft Excel, Sales Operations, Key Account Management, Pricing, Consumer Products, Market Planning, Account Management, Cross-functional Team..., Sales Management, Management
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science, Marketing
Ben Klemz's Citi Experience May 2014 - Present
Job Director at Citi: Health Care Finance Group
Industry Investment Banking
Experience
Citi May 2014 - Present
Hammond Hanlon Camp LLC September 2013 - May 2014
Barclays Capital April 2007 - September 2013
UBS Investment Bank 2003 - 2007
Ziegler Capital Markets 2000 - 2003
Bank One 1997 - 2000
Skills
Capital Markets, Series 7, Credit Analysis, Investment Banking, Financial Modeling, Fixed Income, Public Finance, Structured Products, Structured Finance, Bonds, Corporate Finance, Valuation, Bloomberg, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics, Strategy
University of Wisconsin-Whitewater 1993 — 1997
BBA, Finance
Citi May 2014 - Present
Hammond Hanlon Camp LLC September 2013 - May 2014
Barclays Capital April 2007 - September 2013
UBS Investment Bank 2003 - 2007
Ziegler Capital Markets 2000 - 2003
Bank One 1997 - 2000
Skills
Capital Markets, Series 7, Credit Analysis, Investment Banking, Financial Modeling, Fixed Income, Public Finance, Structured Products, Structured Finance, Bonds, Corporate Finance, Valuation, Bloomberg, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics, Strategy
University of Wisconsin-Whitewater 1993 — 1997
BBA, Finance
David Daniels's Citi Experience July 2014 - Present
Job AVP at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
IFC - International Finance Corporation July 2013 - August 2013
UBS Wealth Management March 2010 - August 2012
Merrill Lynch July 2008 - May 2009
Susquehanna International Group October 2007 - May 2008
Salomon Smith Barney June 2006 - August 2006
Skills
Investment Banking, Equities, Securities, Valuation, ETFs, Fixed Income, Hedge Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Management, Portfolio Management, Credit, Bonds, Structured Products, Trading, Investments, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yeshiva University 2005 — 2008
Bachelor's degree, Finance, General
Citi July 2014 - Present
IFC - International Finance Corporation July 2013 - August 2013
UBS Wealth Management March 2010 - August 2012
Merrill Lynch July 2008 - May 2009
Susquehanna International Group October 2007 - May 2008
Salomon Smith Barney June 2006 - August 2006
Skills
Investment Banking, Equities, Securities, Valuation, ETFs, Fixed Income, Hedge Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Management, Portfolio Management, Credit, Bonds, Structured Products, Trading, Investments, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yeshiva University 2005 — 2008
Bachelor's degree, Finance, General
Jason Kingery's Citi Experience 2008 - 2009
Job Finance Manager Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble September 2014 - Present
Procter & Gamble August 2012 - September 2014
Procter & Gamble June 2011 - August 2011
Citi 2008 - 2009
Citi 2005 - 2008
Skills
Finance, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions, Business Strategy, Competitive Intelligence, Competitive Analysis, Forecasting, Financial Reporting, Cross-functional Team..., Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Marketing, General Management
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, Economics
Procter & Gamble September 2014 - Present
Procter & Gamble August 2012 - September 2014
Procter & Gamble June 2011 - August 2011
Citi 2008 - 2009
Citi 2005 - 2008
Skills
Finance, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions, Business Strategy, Competitive Intelligence, Competitive Analysis, Forecasting, Financial Reporting, Cross-functional Team..., Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Marketing, General Management
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, Economics
Fengdong Du's Citi Experience April 2010 - November 2013
Job Quantitative Analyst at Bloomberg LP
Industry Capital Markets
Experience
Bloomberg LP November 2013 - Present
Citi April 2010 - November 2013
UBS June 2006 - April 2010
WestEnd Capital Management, Bermuda June 2004 - June 2006
Education
University of Chicago 2007 — 2009
master, Mathematical Finance
The University of British Columbia 2002 — 2004
Master's degree, Computer Science
Bloomberg LP November 2013 - Present
Citi April 2010 - November 2013
UBS June 2006 - April 2010
WestEnd Capital Management, Bermuda June 2004 - June 2006
Education
University of Chicago 2007 — 2009
master, Mathematical Finance
The University of British Columbia 2002 — 2004
Master's degree, Computer Science
Scott Roth's Citi Experience August 2015 - Present
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi July 2014 - Present
Barclays Capital October 2012 - July 2014
Marcus & Millichap 2012 - October 2012
SIFMA 2010 - 2010
Atrato Advisors LLC 2010 - 2010
Campus Socialite Media 2008 - 2010
Morgan Stanley Wealth Management 2007 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
University of Maryland College Park 2004 — 2008
BA, Economics
Citi August 2015 - Present
Citi July 2014 - Present
Barclays Capital October 2012 - July 2014
Marcus & Millichap 2012 - October 2012
SIFMA 2010 - 2010
Atrato Advisors LLC 2010 - 2010
Campus Socialite Media 2008 - 2010
Morgan Stanley Wealth Management 2007 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
University of Maryland College Park 2004 — 2008
BA, Economics
Trish-Ann Kydd's Citi Experience July 2007 - August 2007
Job Human Capital Management
Industry Human Resources
Experience
RELX Group April 2013 - Present
Network for Teaching Entrepreneurship January 2012 - May 2012
National Urban League February 2011 - November 2011
City of New York Business Integrity Commission June 2009 - August 2009
Citi July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Human Resources, HRIS, Training, Onboarding, Community Outreach, Event Planning, Recruiting, Talent Management, Leadership Development, Performance Management, Organizational...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Certificate, Tuck Business Bridge Program
State University of New York at Albany 2008 — 2011
Bachelor of Arts, Psychology; Minor in Business Administration
RELX Group April 2013 - Present
Network for Teaching Entrepreneurship January 2012 - May 2012
National Urban League February 2011 - November 2011
City of New York Business Integrity Commission June 2009 - August 2009
Citi July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Human Resources, HRIS, Training, Onboarding, Community Outreach, Event Planning, Recruiting, Talent Management, Leadership Development, Performance Management, Organizational...
Education
Tuck School of Business at Dartmouth 2012 — 2012
Certificate, Tuck Business Bridge Program
State University of New York at Albany 2008 — 2011
Bachelor of Arts, Psychology; Minor in Business Administration
Larry Zugaro's Citi Experience June 2003 - Present
Job Senior Vice President Client Development Director at Citi
Industry Financial Services
Experience
Citi June 2003 - Present
Skills
Leadership
Education
The University of Akron
Bachelor of Science (B.S.), Accounting
The University of Texas at Arlington
Master of Business Administration (MBA)
Citi June 2003 - Present
Skills
Leadership
Education
The University of Akron
Bachelor of Science (B.S.), Accounting
The University of Texas at Arlington
Master of Business Administration (MBA)
Robert Manger's Citi Experience 2010 - Present
Job VP of Business Planning and Analysis at Citi
Industry Financial Services
Experience
Citi 2010 - Present
MasterCard January 2009 - May 2010
MasterCard 2005 - 2008
MasterCard 2002 - 2005
Skills
Payments, Credit Cards, Financial Analysis, Strategy, Cross-functional Team..., Analysis, Analytics, Business Development, Finance, Business Planning, Mergers & Acquisitions, Business Analysis, Leadership, Management, Business Strategy
Education
The University of Connecticut School of Business 1998 — 2001
MBA, Finance and Marketing
University of Rhode Island 1990 — 1994
BS, Business Administration
Citi 2010 - Present
MasterCard January 2009 - May 2010
MasterCard 2005 - 2008
MasterCard 2002 - 2005
Skills
Payments, Credit Cards, Financial Analysis, Strategy, Cross-functional Team..., Analysis, Analytics, Business Development, Finance, Business Planning, Mergers & Acquisitions, Business Analysis, Leadership, Management, Business Strategy
Education
The University of Connecticut School of Business 1998 — 2001
MBA, Finance and Marketing
University of Rhode Island 1990 — 1994
BS, Business Administration
Kristen Ortuso, CPA's Citi Experience June 2003 - January 2007
Job Senior Manager, Federal Tax at KPMG
Industry Accounting
Experience
KPMG October 2014 - Present
KPMG July 2011 - September 2014
KPMG August 2007 - June 2011
Citi June 2003 - January 2007
Skills
Corporate Tax, Tax, Tax Research, Tax Accounting, Accounting, Auditing, Financial Reporting, Internal Controls, Income Tax, US GAAP
Education
The University of Connecticut School of Business 2007 — 2008
Masters of Science, Accounting
The University of Connecticut School of Business 2003 — 2007
Bachelor of Science, Accounting
KPMG October 2014 - Present
KPMG July 2011 - September 2014
KPMG August 2007 - June 2011
Citi June 2003 - January 2007
Skills
Corporate Tax, Tax, Tax Research, Tax Accounting, Accounting, Auditing, Financial Reporting, Internal Controls, Income Tax, US GAAP
Education
The University of Connecticut School of Business 2007 — 2008
Masters of Science, Accounting
The University of Connecticut School of Business 2003 — 2007
Bachelor of Science, Accounting
Robert Constantino's Citi Experience September 2009 - September 2013
Job Vice President at Developing World Markets
Industry Banking
Experience
Developing World Markets October 2013 - Present
Citi September 2009 - September 2013
Federal Reserve Bank of Chicago June 2001 - December 2006
Skills
Structured Finance, Financial Structuring, Financial Analysis, Banking, Credit Risk, Business Strategy, Strategic Planning, Capital Markets, Corporate Finance, Economics, Derivatives, Loan Origination, Loans, Financial Modeling
Education
The University of Chicago - Booth School of Business 2004 — 2009
Master of Business Administration (M.B.A.), Accounting, Finance, and International Business
Universidad Torcuato di Tella 2007 — 2008
Master of Science (M.Sc.), International Finance
University of Wisconsin-Madison 1996 — 2000
Bachelor of Arts (B.A.), Economics
Developing World Markets October 2013 - Present
Citi September 2009 - September 2013
Federal Reserve Bank of Chicago June 2001 - December 2006
Skills
Structured Finance, Financial Structuring, Financial Analysis, Banking, Credit Risk, Business Strategy, Strategic Planning, Capital Markets, Corporate Finance, Economics, Derivatives, Loan Origination, Loans, Financial Modeling
Education
The University of Chicago - Booth School of Business 2004 — 2009
Master of Business Administration (M.B.A.), Accounting, Finance, and International Business
Universidad Torcuato di Tella 2007 — 2008
Master of Science (M.Sc.), International Finance
University of Wisconsin-Madison 1996 — 2000
Bachelor of Arts (B.A.), Economics
chitra lapalikar's Citi Experience September 2014 - Present
Job Citi Group
Industry Banking
Experience
Citi September 2014 - Present
Education
The University of Chicago Booth School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance, Strategic Management, General Management, Entrepreneurship
Citi September 2014 - Present
Education
The University of Chicago Booth School of Business 2008 — 2011
Master of Business Administration (M.B.A.), Finance, Strategic Management, General Management, Entrepreneurship
Shengyuan Fang's Citi Experience July 2013 - Present
Job Student at The University of British Columbia
Industry Financial Services
Experience
Citi July 2013 - Present
Education
The University of British Columbia 2010 — 2013
Citi July 2013 - Present
Education
The University of British Columbia 2010 — 2013
Marne Lidster's Citi Experience 2007 - September 2008
Job Vice President, Global Corporate Trust, U.S.Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
TLR - Total Logistics Resource, Inc. 2013 - June 2014
Citi 2007 - September 2008
Citi 2006 - 2007
Citi 1997 - 2006
Citicorp Trustee Company Limited 1997 - 2006
Education
The University of British Columbia 1980 — 1984
Bachelor of Arts (BA), Psychology
U.S. Bank April 2015 - Present
TLR - Total Logistics Resource, Inc. 2013 - June 2014
Citi 2007 - September 2008
Citi 2006 - 2007
Citi 1997 - 2006
Citicorp Trustee Company Limited 1997 - 2006
Education
The University of British Columbia 1980 — 1984
Bachelor of Arts (BA), Psychology
Brad Coleman's Citi Experience
Job
Industry Investment Banking
Experience
Citi
Skills
Outlook, Teaching, Public Speaking, Strategic Planning, C++, C, Team Building, Social Media
Education
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Citi
Skills
Outlook, Teaching, Public Speaking, Strategic Planning, C++, C, Team Building, Social Media
Education
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Harvey Fuchs's Citi Experience September 1959 - Present
Job Managing Director at Citi
Industry Financial Services
Experience
Citi September 1959 - Present
Skills
Capital Markets, Investments, Trading, Emerging Markets, Banking, Series 7, Wealth Management, Equities, Portfolio Management, Financial Markets, Fixed Income, Investment Banking, Management, Mutual Funds, Securities, Equity Research, Financial Services, Risk Management
Education
Amos Tuck School of finance Dartmouth College Hanover N.H. 1975 — 1978
MBA, Finance, General
Dartmouth College - The Tuck School of Business at Dartmouth
Citi September 1959 - Present
Skills
Capital Markets, Investments, Trading, Emerging Markets, Banking, Series 7, Wealth Management, Equities, Portfolio Management, Financial Markets, Fixed Income, Investment Banking, Management, Mutual Funds, Securities, Equity Research, Financial Services, Risk Management
Education
Amos Tuck School of finance Dartmouth College Hanover N.H. 1975 — 1978
MBA, Finance, General
Dartmouth College - The Tuck School of Business at Dartmouth
Cho Mancho's Citi Experience August 2015 - Present
Job Operational Risk Analyst
Industry Banking
Experience
Citi August 2015 - Present
Citi May 2013 - July 2015
Wells Fargo July 2012 - May 2013
MUFC November 2010 - February 2012
Skills
Cash Management, Banking, Retail Banking, Cross Selling, Lines Of Credit, Deposits, Financial Services, Relationship Management, Finance, Credit Cards, Investments, Branch Banking, Operations Management
Education
The University of Bolton 2010 — 2012
Master's degree, Human Resources Management/Personnel Administration, General
University of Buea 2005 — 2008
Bachelor of Science (B.S.), Political Science and Government
Citi August 2015 - Present
Citi May 2013 - July 2015
Wells Fargo July 2012 - May 2013
MUFC November 2010 - February 2012
Skills
Cash Management, Banking, Retail Banking, Cross Selling, Lines Of Credit, Deposits, Financial Services, Relationship Management, Finance, Credit Cards, Investments, Branch Banking, Operations Management
Education
The University of Bolton 2010 — 2012
Master's degree, Human Resources Management/Personnel Administration, General
University of Buea 2005 — 2008
Bachelor of Science (B.S.), Political Science and Government
Karen Tsai's Citi Experience 2010 - Present
Job VP, Citi
Industry Financial Services
Experience
Citi 2010 - Present
Citi 2007 - 2009
U.S. Department of State 2004 - 2007
New York City Department of Health and Mental Hygiene 2003 - 2004
Fiduciary Trust Company International 1999 - 2000
Fiduciary Trust Company International 1998 - 1999
Fiduciary Trust Company International 1997 - 1998
AIG 1996 - 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (B.A.)
Citi 2010 - Present
Citi 2007 - 2009
U.S. Department of State 2004 - 2007
New York City Department of Health and Mental Hygiene 2003 - 2004
Fiduciary Trust Company International 1999 - 2000
Fiduciary Trust Company International 1998 - 1999
Fiduciary Trust Company International 1997 - 1998
AIG 1996 - 1997
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (B.A.)
Colin Hart's Citi Experience July 2011 - July 2014
Job MBA Candidate The University of Chicago Booth School of Business
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Citi July 2011 - July 2014
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Goldman Sachs June 2015 - Present
Citi July 2011 - July 2014
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Beth Kite's Citi Experience 2008 - Present
Job Analyst, Equity Research: Citi
Industry Financial Services
Experience
Citi 2008 - Present
Skills
Equity Research, Financial Modeling, Capital Markets, Hedge Funds, Investments, Equities, Strategy, Investment Banking, Portfolio Management, Financial Analysis, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Systems Engineering
Citi 2008 - Present
Skills
Equity Research, Financial Modeling, Capital Markets, Hedge Funds, Investments, Equities, Strategy, Investment Banking, Portfolio Management, Financial Analysis, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Systems Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.