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
Laci Martin Laci Martin's Citi Experience December 2014 - Present
Job Executive Assistant at Citi
Industry Telecommunications
Experience
Citi December 2014 - Present
InterCall October 2000 - December 2014
Valley Lite Fitness January 2011 - March 2013
Skills
Salesforce.com, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Fitness Training, Zumba, WebEx, Live Meeting, Telecommunication..., Teleconferencing, Customer Service, Fraud Detection, Account Management, Sales, Customer Satisfaction, Call Centers, B2B, Selling, Webinars, Solution Selling, Audio Conferencing, Unified Communications, Video Conferencing, Telecommunications, Direct Sales, Customer Retention, Managed Services, Sales Management, Sales Process, SaaS, VoIP, Sales Operations
Education
Troy University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Citi December 2014 - Present
InterCall October 2000 - December 2014
Valley Lite Fitness January 2011 - March 2013
Skills
Salesforce.com, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Fitness Training, Zumba, WebEx, Live Meeting, Telecommunication..., Teleconferencing, Customer Service, Fraud Detection, Account Management, Sales, Customer Satisfaction, Call Centers, B2B, Selling, Webinars, Solution Selling, Audio Conferencing, Unified Communications, Video Conferencing, Telecommunications, Direct Sales, Customer Retention, Managed Services, Sales Management, Sales Process, SaaS, VoIP, Sales Operations
Education
Troy University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Lindsey Honari, MBA Lindsey Honari, MBA's Citi Experience January 1997 - January 1999
Job Executive Coach | Career Consultant | International and Distance Coaching
Industry Professional Training & Coaching
Experience
Lindsey Honari Coaching, LLC June 2005 - Present
Net Expat August 2014 - Present
Robert Gregory Partners November 2014 - Present
Rice University September 2014 - November 2014
University of Houston Rockwell Career Center October 2011 - May 2014
Education Pioneers May 2010 - September 2011
Business School Admissions Consultant August 1997 - May 2010
Cambridge Associates, LLC June 2000 - June 2005
Harvard Business School September 1999 - May 2000
Citi January 1997 - January 1999
Skills
Career Counseling, Project Management, Investment Advisory, Career Development, Public Speaking, Investment Strategies, Trusted Advisor, Admissions Counseling, Financial Analysis, Investments, Program Management, Job Search, Education Reform, Recruiting, Higher Education, Resume Writing, Consulting, Financial Modeling, Interview Preparation, Employee Training, Community Outreach, Management, Leadership, Policy, Non-profits, Interviews, Finance, Strategy, Analysis, Strategic Planning, Marketing, Staff Development, Management Consulting, Risk Management, Time Management, Job Search Strategies, Mergers & Acquisitions, Organizational..., Workshop Facilitation, Training, Onboarding, Data Analysis, Nonprofits, Program Development
Education
Columbia University - Columbia Business School 1994 — 1997
Master of Business Administration (MBA), General Management, Emerging Market Development
Columbia University - School of International and Public Affairs 1994 — 1997
Master of International Affairs, Middle East Studies
Tufts University 1988 — 1992
Bachelor of Arts, cum laude, International Relations
Lindsey Honari Coaching, LLC June 2005 - Present
Net Expat August 2014 - Present
Robert Gregory Partners November 2014 - Present
Rice University September 2014 - November 2014
University of Houston Rockwell Career Center October 2011 - May 2014
Education Pioneers May 2010 - September 2011
Business School Admissions Consultant August 1997 - May 2010
Cambridge Associates, LLC June 2000 - June 2005
Harvard Business School September 1999 - May 2000
Citi January 1997 - January 1999
Skills
Career Counseling, Project Management, Investment Advisory, Career Development, Public Speaking, Investment Strategies, Trusted Advisor, Admissions Counseling, Financial Analysis, Investments, Program Management, Job Search, Education Reform, Recruiting, Higher Education, Resume Writing, Consulting, Financial Modeling, Interview Preparation, Employee Training, Community Outreach, Management, Leadership, Policy, Non-profits, Interviews, Finance, Strategy, Analysis, Strategic Planning, Marketing, Staff Development, Management Consulting, Risk Management, Time Management, Job Search Strategies, Mergers & Acquisitions, Organizational..., Workshop Facilitation, Training, Onboarding, Data Analysis, Nonprofits, Program Development
Education
Columbia University - Columbia Business School 1994 — 1997
Master of Business Administration (MBA), General Management, Emerging Market Development
Columbia University - School of International and Public Affairs 1994 — 1997
Master of International Affairs, Middle East Studies
Tufts University 1988 — 1992
Bachelor of Arts, cum laude, International Relations
Niamh Ryan Niamh Ryan's Citi Experience June 2010 - June 2011
Job Jameson Community Manager
Industry Marketing and Advertising
Experience
Irish Distillers Pernod Ricard August 2013 - Present
Citi June 2010 - June 2011
Modern Green February 2010 - June 2011
Skills
Public Relations, Marketing, Strategy, Leadership, Team Leadership, Strategic Communications, Teamwork, Customer Service, Internal Communications, Microsoft Office, Event Management, Social Media, Social Media Marketing, Marketing Communications, Digital Marketing
Education
Trinity College, Dublin 2012 — 2013
Master of Science (MS), International Management
University College Dublin 2007 — 2010
Bachelor of Commerce, Marketing, 2.1
Muckross Park College 2001 — 2007
Irish Distillers Pernod Ricard August 2013 - Present
Citi June 2010 - June 2011
Modern Green February 2010 - June 2011
Skills
Public Relations, Marketing, Strategy, Leadership, Team Leadership, Strategic Communications, Teamwork, Customer Service, Internal Communications, Microsoft Office, Event Management, Social Media, Social Media Marketing, Marketing Communications, Digital Marketing
Education
Trinity College, Dublin 2012 — 2013
Master of Science (MS), International Management
University College Dublin 2007 — 2010
Bachelor of Commerce, Marketing, 2.1
Muckross Park College 2001 — 2007
Aine Leddy Aine Leddy's Citi Experience 2011 - May 2013
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Citi 2011 - May 2013
Morgan Stanley 1989 - 2011
Skills
Asset Management, Change Management, Securities, Strategy, Financial Services, Investment Management, Risk Management, Due Diligence, Financial Analysis, Finance, Investments, Valuation, Fixed Income, Executive Management, Equities, Portfolio Management
Education
Trinity College, Dublin
BA Honors
TIAA-CREF November 2013 - Present
Citi 2011 - May 2013
Morgan Stanley 1989 - 2011
Skills
Asset Management, Change Management, Securities, Strategy, Financial Services, Investment Management, Risk Management, Due Diligence, Financial Analysis, Finance, Investments, Valuation, Fixed Income, Executive Management, Equities, Portfolio Management
Education
Trinity College, Dublin
BA Honors
Jeffrey Boswell Jeffrey Boswell's Citi Experience February 2008 - April 2010
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2010 - Present
Citi February 2008 - April 2010
JPMorgan Chase December 2001 - February 2008
Skills
Client Service Oriented, Operations Management, Staff Development, Problem Solving
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts (B.A.), History
Tabor Academy
JPMorgan Chase April 2010 - Present
Citi February 2008 - April 2010
JPMorgan Chase December 2001 - February 2008
Skills
Client Service Oriented, Operations Management, Staff Development, Problem Solving
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts (B.A.), History
Tabor Academy
Jiajun Huang Jiajun Huang's Citi Experience June 2015 - August 2015
Job Fulltime MBA Candidate of UCLA Anderson School of Management
Industry Financial Services
Experience
Citi June 2015 - August 2015
PwC Advisory August 2013 - May 2014
PwC August 2011 - July 2013
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Mergers & Acquisitions, Microsoft Excel, Financial Accounting, PowerPoint, Corporate Finance, Capital Markets, Data Analysis, Due Diligence, Finance, Investments
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Tsinghua University 2007 — 2011
Bachelor's Degree, Economics and Finance
Citi June 2015 - August 2015
PwC Advisory August 2013 - May 2014
PwC August 2011 - July 2013
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Mergers & Acquisitions, Microsoft Excel, Financial Accounting, PowerPoint, Corporate Finance, Capital Markets, Data Analysis, Due Diligence, Finance, Investments
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Tsinghua University 2007 — 2011
Bachelor's Degree, Economics and Finance
Dimitry Stambler Dimitry Stambler's Citi Experience July 2010 - February 2012
Job Executive Director at Natixis North America
Industry Insurance
Experience
Natixis February 2012 - Present
Citi July 2010 - February 2012
Towers Watson May 2009 - July 2010
Banc of America Securities May 2008 - April 2009
Citi February 2007 - May 2008
Ambac February 2006 - February 2007
Guy Carpenter April 2002 - February 2006
Swiss Re July 2000 - April 2002
The Hartford Insurance Group March 1998 - July 2000
Aetna June 1991 - March 1998
Skills
Actuarial Science, Risk Management, Capital Markets, Life Insurance, Financial Risk, Finance, Financial Structuring, Reinsurance, Structured Finance, Banking, Securitization, ALM, Insurance, Portfolio Management, Underwriting, Brokers, Financial Services, Captives, Financial Modeling, Derivatives, Market Risk, Enterprise Risk..., Fixed Income, Hedge Funds, Structured Products, Valuation
Education
Trinity College-Hartford 1989 — 1991
B.S., Math/Computer Science
Natixis February 2012 - Present
Citi July 2010 - February 2012
Towers Watson May 2009 - July 2010
Banc of America Securities May 2008 - April 2009
Citi February 2007 - May 2008
Ambac February 2006 - February 2007
Guy Carpenter April 2002 - February 2006
Swiss Re July 2000 - April 2002
The Hartford Insurance Group March 1998 - July 2000
Aetna June 1991 - March 1998
Skills
Actuarial Science, Risk Management, Capital Markets, Life Insurance, Financial Risk, Finance, Financial Structuring, Reinsurance, Structured Finance, Banking, Securitization, ALM, Insurance, Portfolio Management, Underwriting, Brokers, Financial Services, Captives, Financial Modeling, Derivatives, Market Risk, Enterprise Risk..., Fixed Income, Hedge Funds, Structured Products, Valuation
Education
Trinity College-Hartford 1989 — 1991
B.S., Math/Computer Science
Andy Cherry's Citi Experience August 2015 - Present
Job VP Fraud Program Manager
Industry Banking
Experience
Citi August 2015 - Present
Chase February 2015 - August 2015
Chase September 2014 - February 2015
ApTask January 2013 - September 2014
Bank of America October 2012 - January 2013
Colonial Region Republican Party November 2010 - January 2013
Meridian Technologies April 2012 - October 2012
TD Bank Group April 2010 - April 2012
Bank of America August 2007 - April 2010
Bank of America 2006 - 2007
Skills
Team Leadership, Microsoft Office, Quality Assurance, Time Management, Strategic Planning, Public Speaking, Credit Cards, Non-profits, Leadership Development, Fundraising, Credit, Banking, Budgets, Business Analysis, Risk Management, Event Planning, Team Building, Project Management, Loans, Analysis, Call Centers, Leadership, Management, Marketing, Nonprofits, Program Management, Recruiting, Strategy
Education
Trevecca Nazarene University 2002 — 2004
BA, Religion
Citi August 2015 - Present
Chase February 2015 - August 2015
Chase September 2014 - February 2015
ApTask January 2013 - September 2014
Bank of America October 2012 - January 2013
Colonial Region Republican Party November 2010 - January 2013
Meridian Technologies April 2012 - October 2012
TD Bank Group April 2010 - April 2012
Bank of America August 2007 - April 2010
Bank of America 2006 - 2007
Skills
Team Leadership, Microsoft Office, Quality Assurance, Time Management, Strategic Planning, Public Speaking, Credit Cards, Non-profits, Leadership Development, Fundraising, Credit, Banking, Budgets, Business Analysis, Risk Management, Event Planning, Team Building, Project Management, Loans, Analysis, Call Centers, Leadership, Management, Marketing, Nonprofits, Program Management, Recruiting, Strategy
Education
Trevecca Nazarene University 2002 — 2004
BA, Religion
Priscilla Tuck's Citi Experience January 2011 - 2012
Job Control Compliance Specialist at Hawaii Health Connector
Industry Nonprofit Organization Management
Experience
Hawaii Health Connector Senior Remediation AnalystCitiJanuary 2011 - December 2012
Citi January 2011 - 2012
Skills
Remediation, Investment Banking, Financial Modeling, Banking, Financial Analysis, Corporate Finance, Spanish, French, Economics, Political Science, Communication Skills, Dedication to..., Analysis, Risk Management, Financial Risk, Data Analysis
Education
Tsinghua University 2010 — 2010
University of South Florida 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Hawaii Health Connector Senior Remediation AnalystCitiJanuary 2011 - December 2012
Citi January 2011 - 2012
Skills
Remediation, Investment Banking, Financial Modeling, Banking, Financial Analysis, Corporate Finance, Spanish, French, Economics, Political Science, Communication Skills, Dedication to..., Analysis, Risk Management, Financial Risk, Data Analysis
Education
Tsinghua University 2010 — 2010
University of South Florida 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Matt Warner's Citi Experience June 2011 - Present
Job Managing Director, Global Technology Investment Banking at Citi
Industry Investment Banking
Experience
Citi June 2011 - Present
Union Square Advisors September 2007 - June 2011
Credit Suisse May 1998 - September 2007
Deutsche Bank 1998 - 1998
Goldman Sachs 1995 - 1998
Skills
Private Equity, Investment Banking, IPO, Mergers, Venture Capital, Mergers & Acquisitions
Education
Trinity College-Hartford 1991 — 1995
Westminster School 1987 — 1991
Citi June 2011 - Present
Union Square Advisors September 2007 - June 2011
Credit Suisse May 1998 - September 2007
Deutsche Bank 1998 - 1998
Goldman Sachs 1995 - 1998
Skills
Private Equity, Investment Banking, IPO, Mergers, Venture Capital, Mergers & Acquisitions
Education
Trinity College-Hartford 1991 — 1995
Westminster School 1987 — 1991
Gerald Simmons Gerald Simmons's Citi Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Citi May 2014 - Present
JPMorgan Chase May 2010 - Present
Skills
Credit, Banking, Loans, Financial Services, Call Centers, Credit Cards, Consumer Lending, Business Process..., Relationship Management, Financial Analysis, Fixed Income, Risk Management
Education
Troy University in Montgomery
Citi May 2014 - Present
JPMorgan Chase May 2010 - Present
Skills
Credit, Banking, Loans, Financial Services, Call Centers, Credit Cards, Consumer Lending, Business Process..., Relationship Management, Financial Analysis, Fixed Income, Risk Management
Education
Troy University in Montgomery
Sean Burritt Sean Burritt's Citi Experience November 2013 - June 2014
Job Customer Service Admin Associate at Intuit
Industry Telecommunications
Experience
Intuit March 2015 - Present
My Guy Services March 2012 - Present
Community Health Systems January 2015 - March 2015
Centene Corporation October 2014 - January 2015
Citi November 2013 - June 2014
WellPoint July 2009 - March 2012
Comcast Cable January 2006 - July 2009
Adelphia Communication March 2003 - January 2006
Dish Network August 2002 - March 2003
Skills
Customer Service, Telephony, Computer Hardware, Networking, Management, Supervisory Skills, Training, Claims Handling, Medical Terminology, Health Insurance, HIPAA, Provider Relations, Healthcare, Claims Resolution, Call Centers, Time Management, ICD-10, CPT, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Operating..., Internet Explorer, Communication, Access, Sales, Customer Experience
Education
Tucson College 1997 — 1998
Intuit March 2015 - Present
My Guy Services March 2012 - Present
Community Health Systems January 2015 - March 2015
Centene Corporation October 2014 - January 2015
Citi November 2013 - June 2014
WellPoint July 2009 - March 2012
Comcast Cable January 2006 - July 2009
Adelphia Communication March 2003 - January 2006
Dish Network August 2002 - March 2003
Skills
Customer Service, Telephony, Computer Hardware, Networking, Management, Supervisory Skills, Training, Claims Handling, Medical Terminology, Health Insurance, HIPAA, Provider Relations, Healthcare, Claims Resolution, Call Centers, Time Management, ICD-10, CPT, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Operating..., Internet Explorer, Communication, Access, Sales, Customer Experience
Education
Tucson College 1997 — 1998
Jeremy Rootz Jeremy Rootz's Citi Experience August 2012 - Present
Job Project Manager Strategic Development Office at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Citi August 2010 - August 2012
Citi June 2009 - July 2010
Citi March 2008 - May 2009
Citi November 2005 - February 2008
Target June 2003 - October 2005
Skills
Project Planning, Project Implementation, Capacity Planning, User Acceptance Testing, Business Requirements..., Functional..., Use Case Analysis, Project Management, Microsoft Office
Education
Truman State University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Marketing
Citi August 2012 - Present
Citi August 2010 - August 2012
Citi June 2009 - July 2010
Citi March 2008 - May 2009
Citi November 2005 - February 2008
Target June 2003 - October 2005
Skills
Project Planning, Project Implementation, Capacity Planning, User Acceptance Testing, Business Requirements..., Functional..., Use Case Analysis, Project Management, Microsoft Office
Education
Truman State University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Marketing
Tad Floyd Tad Floyd's Citi Experience December 2010 - April 2013
Job Branch Manager/Business Development
Industry Banking
Experience
US Bank April 2013 - Present
Citi December 2010 - April 2013
Fidelity Investments October 2005 - December 2009
Skills
Leadership Development, Coaching, Leadership, Customer Service, Team Building, Strategic Planning, Finance, Sales, Business Development, Business Strategy, New Business Development, Banking, Management, Financial Analysis, Credit, Commercial Lending
Education
Northern Kentucky University 2007 — 2012
Bachelor, Business Administration and Management, General
Troy University 2008 — 2010
US Bank April 2013 - Present
Citi December 2010 - April 2013
Fidelity Investments October 2005 - December 2009
Skills
Leadership Development, Coaching, Leadership, Customer Service, Team Building, Strategic Planning, Finance, Sales, Business Development, Business Strategy, New Business Development, Banking, Management, Financial Analysis, Credit, Commercial Lending
Education
Northern Kentucky University 2007 — 2012
Bachelor, Business Administration and Management, General
Troy University 2008 — 2010
Keith Aumiller Keith Aumiller's Citi Experience December 2011 - July 2014
Job Technology Manager
Industry Information Technology and Services
Experience
NRG 2014 - 2015
Citi December 2011 - July 2014
St. Louis Integration January 2007 - November 2011
MiTek Industries Inc April 2010 - June 2011
MasterCard April 2009 - February 2010
Boeing April 2006 - April 2009
Express Scripts 2005 - 2006
Edward Jones January 2001 - January 2005
Skills
Vendor Management, Marketing Strategy, High Availability, Web Architecture, Business Analysis, Project Management, Agile Methodologies, SQL, Integration, Process Improvement, SOA, Strategic Planning, Web Development, Software Development, Business Intelligence, Content Management, Enterprise Architecture, SharePoint, Leadership, Strategy, SDLC, Online Marketing, Management, SEO, Change Management, SEM, Cloud Computing, Visio, Architecture, Oracle Certified DBA, Marketing, Program Management, Information Technology, E-commerce, SaaS, Architectures, CRM, IT Strategy, Consulting, Start-ups, Product Management, Security, IT Management, Cross-functional Team..., ITIL, Business Process, Unix, Linux, Software Project..., Requirements Analysis
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
Masters, Business
Truman State University 1996 — 2000
BS, Psychology
NRG 2014 - 2015
Citi December 2011 - July 2014
St. Louis Integration January 2007 - November 2011
MiTek Industries Inc April 2010 - June 2011
MasterCard April 2009 - February 2010
Boeing April 2006 - April 2009
Express Scripts 2005 - 2006
Edward Jones January 2001 - January 2005
Skills
Vendor Management, Marketing Strategy, High Availability, Web Architecture, Business Analysis, Project Management, Agile Methodologies, SQL, Integration, Process Improvement, SOA, Strategic Planning, Web Development, Software Development, Business Intelligence, Content Management, Enterprise Architecture, SharePoint, Leadership, Strategy, SDLC, Online Marketing, Management, SEO, Change Management, SEM, Cloud Computing, Visio, Architecture, Oracle Certified DBA, Marketing, Program Management, Information Technology, E-commerce, SaaS, Architectures, CRM, IT Strategy, Consulting, Start-ups, Product Management, Security, IT Management, Cross-functional Team..., ITIL, Business Process, Unix, Linux, Software Project..., Requirements Analysis
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
Masters, Business
Truman State University 1996 — 2000
BS, Psychology
Rebecca Sites Rebecca Sites's Citi Experience February 2012 - Present
Job Claims Processor at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
Enterprise Rent-A-Car 2011 - February 2012
Antietam Cable Television, Inc. 2010 - 2011
Direct Mail Processors, Inc. 2005 - 2009
Skills
Customer Service, Sales, Marketing, Office Administration, Project Management, Management, Time Management, Outlook, Training
Education
Towson University 2007 — 2009
Bachelor's degree, Business Administration
Citi February 2012 - Present
Enterprise Rent-A-Car 2011 - February 2012
Antietam Cable Television, Inc. 2010 - 2011
Direct Mail Processors, Inc. 2005 - 2009
Skills
Customer Service, Sales, Marketing, Office Administration, Project Management, Management, Time Management, Outlook, Training
Education
Towson University 2007 — 2009
Bachelor's degree, Business Administration
Stephen Koorey Stephen Koorey's Citi Experience October 2002 - July 2006
Job Vice President, Market Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Old Line Financial Services May 2012 - August 2015
PNC Investments January 2008 - December 2011
SunTrust Bank August 2006 - July 2007
BB&T Bank July 2006 - August 2006
Citi October 2002 - July 2006
Riggs Investment Corp. August 1995 - January 2002
Ferris Baker Watts December 1993 - August 1995
Maryland National Bank June 1992 - December 1993
DeRand Pennington Bass, Inc March 1986 - June 1992
Skills
Investments, Mentoring, Banking, Sales Management, Commercial Banking, Loans, Credit, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Leadership, Sales, Series 6, Fixed Income, Financial Advisory, Mortgage Lending, Insurance, Bonds, Asset Allocation, Finance, Retirement Planning, Marketing, Securities, Team Leadership, Financial Services, New Business Development, Selling, Asset Management, Strategic Financial..., Relationship Management, Management, Wealth, Investment Advisory
Education
University of Virginia 2003 — 2005
Graduate School of Retail Bank Management
Towson University 1980 — 1984
Bachelor of Science (BS), Economics
Bank of America Merrill Lynch August 2015 - Present
Old Line Financial Services May 2012 - August 2015
PNC Investments January 2008 - December 2011
SunTrust Bank August 2006 - July 2007
BB&T Bank July 2006 - August 2006
Citi October 2002 - July 2006
Riggs Investment Corp. August 1995 - January 2002
Ferris Baker Watts December 1993 - August 1995
Maryland National Bank June 1992 - December 1993
DeRand Pennington Bass, Inc March 1986 - June 1992
Skills
Investments, Mentoring, Banking, Sales Management, Commercial Banking, Loans, Credit, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Leadership, Sales, Series 6, Fixed Income, Financial Advisory, Mortgage Lending, Insurance, Bonds, Asset Allocation, Finance, Retirement Planning, Marketing, Securities, Team Leadership, Financial Services, New Business Development, Selling, Asset Management, Strategic Financial..., Relationship Management, Management, Wealth, Investment Advisory
Education
University of Virginia 2003 — 2005
Graduate School of Retail Bank Management
Towson University 1980 — 1984
Bachelor of Science (BS), Economics
Haiwu Ma Haiwu Ma's Citi Experience August 2015 - Present
Job Senior Consultant at Citi
Industry Information Technology and Services
Experience
Citi August 2015 - Present
Wells Fargo February 2014 - July 2015
BlueCross BlueShield of Mississippi October 2013 - February 2014
Beijing Ena Power Technology Company March 2004 - September 2013
ABB May 1994 - February 2004
Skills
Project Management, Team Leadership, Power System Operations, Power Energy Trading, Renewable Energy, J2EE Application..., Struts, Hibernate, Spring, AJAX, JSON, Ext JS, Oracle, DB2, Microsoft SQL Server, XML/Excel/CSV API, .NET VB/VC++, Software Development, Java Enterprise Edition
Education
University of Alabama 1991 — 1994
Master of Science (MS), Electrical and Electronics Engineering
Tsinghua University 1987 — 1989
Master of Science (MS), Automatic Control
Tsinghua University 1982 — 1987
Bachelor of Science (BS), Automation
Citi August 2015 - Present
Wells Fargo February 2014 - July 2015
BlueCross BlueShield of Mississippi October 2013 - February 2014
Beijing Ena Power Technology Company March 2004 - September 2013
ABB May 1994 - February 2004
Skills
Project Management, Team Leadership, Power System Operations, Power Energy Trading, Renewable Energy, J2EE Application..., Struts, Hibernate, Spring, AJAX, JSON, Ext JS, Oracle, DB2, Microsoft SQL Server, XML/Excel/CSV API, .NET VB/VC++, Software Development, Java Enterprise Edition
Education
University of Alabama 1991 — 1994
Master of Science (MS), Electrical and Electronics Engineering
Tsinghua University 1987 — 1989
Master of Science (MS), Automatic Control
Tsinghua University 1982 — 1987
Bachelor of Science (BS), Automation
Ashley Swiggett Ashley Swiggett's Citi Experience December 2014 - Present
Job Assistant Vice President Liquidity Market Manager at Citi
Industry Food & Beverages
Experience
Citi December 2014 - Present
Skills
Data Analysis, PowerPoint, Data Entry, Microsoft Office, Research
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science, Chemistry
Ridge High School 2001 — 2005
High School Diploma
Citi December 2014 - Present
Skills
Data Analysis, PowerPoint, Data Entry, Microsoft Office, Research
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science, Chemistry
Ridge High School 2001 — 2005
High School Diploma
Brian Kolb Brian Kolb's Citi Experience January 2013 - December 2014
Job Retirement Plan Specialist
Industry Financial Services
Experience
Mutual of America December 2014 - Present
Citi January 2013 - December 2014
Chase Private Client May 2008 - December 2012
Chase Bank, N.A December 2004 - May 2008
Southwestern Company June 2000 - May 2004
Skills
Series 6, Series 63, Life & Health Insurance..., Investments, Credit, Banking, Mutual Funds, Wealth Management, Finance, Retirement Planning, Small Business Lending, Relationship Management, Life & Health Insurance..., Securities
Education
Trinity International University 2000 — 2004
Bachelors or Arts, Philosophy & Humanities
Mutual of America December 2014 - Present
Citi January 2013 - December 2014
Chase Private Client May 2008 - December 2012
Chase Bank, N.A December 2004 - May 2008
Southwestern Company June 2000 - May 2004
Skills
Series 6, Series 63, Life & Health Insurance..., Investments, Credit, Banking, Mutual Funds, Wealth Management, Finance, Retirement Planning, Small Business Lending, Relationship Management, Life & Health Insurance..., Securities
Education
Trinity International University 2000 — 2004
Bachelors or Arts, Philosophy & Humanities
Jan Rooney Jan Rooney's Citi Experience April 2006 - May 2008
Job Business Analyst at Verizon
Industry Financial Services
Experience
Verizon July 2014 - Present
JPMorgan Chase May 2011 - May 2014
Commerce Bank June 2008 - April 2011
Citi April 2006 - May 2008
Citi March 2003 - April 2006
Citi February 2001 - March 2003
Bausch + Lomb November 1998 - December 2000
Maritz Motivation Solutions April 1993 - August 1998
Maritz Motivation Solutions April 1991 - March 1993
Maritz Motivation Solutions November 1989 - April 1991
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Oracle Project..., PeopleSoft, Databases, Data Analysis, Business Objects, Salesforce.com, Baan, Project Management
Education
Truman State University 1981 — 1985
Bachelor's degree, Management and Data Processing, Minor in Accounting
Verizon July 2014 - Present
JPMorgan Chase May 2011 - May 2014
Commerce Bank June 2008 - April 2011
Citi April 2006 - May 2008
Citi March 2003 - April 2006
Citi February 2001 - March 2003
Bausch + Lomb November 1998 - December 2000
Maritz Motivation Solutions April 1993 - August 1998
Maritz Motivation Solutions April 1991 - March 1993
Maritz Motivation Solutions November 1989 - April 1991
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Oracle Project..., PeopleSoft, Databases, Data Analysis, Business Objects, Salesforce.com, Baan, Project Management
Education
Truman State University 1981 — 1985
Bachelor's degree, Management and Data Processing, Minor in Accounting
Christina Ard's Citi Experience May 2003 - August 2005
Job Accounting Specialist
Industry Construction
Experience
Dragados USA, Inc. March 2014 - Present
J.P. Morgan Chase September 2011 - December 2013
Bank of America January 2009 - September 2011
CIT December 2007 - January 2009
Foundation Financial Group, LLC September 2005 - September 2007
Citi May 2003 - August 2005
Skills
Credit, Customer Service, Training, Finance, Banking, Accounts Receivable, Management, Credit Analysis, Auditing, Refinance, Mortgage Lending, Sales, Accounting, Team Building, Loans, Payroll, Mortgage Banking, Quality Assurance, Data Validation, Policy, Research Analysis, Policies & Procedures, Problem Solving, Compliance, Purchasing
Education
Trinity Baptist College 2003 — 2005
AS, Business Administration
Dragados USA, Inc. March 2014 - Present
J.P. Morgan Chase September 2011 - December 2013
Bank of America January 2009 - September 2011
CIT December 2007 - January 2009
Foundation Financial Group, LLC September 2005 - September 2007
Citi May 2003 - August 2005
Skills
Credit, Customer Service, Training, Finance, Banking, Accounts Receivable, Management, Credit Analysis, Auditing, Refinance, Mortgage Lending, Sales, Accounting, Team Building, Loans, Payroll, Mortgage Banking, Quality Assurance, Data Validation, Policy, Research Analysis, Policies & Procedures, Problem Solving, Compliance, Purchasing
Education
Trinity Baptist College 2003 — 2005
AS, Business Administration
Riyadh Mohammed's Citi Experience March 2011 - October 2011
Job VP at Partners Group
Industry Investment Management
Experience
Partners Group October 2014 - Present
Auldbrass Partners November 2011 - September 2014
Citi March 2011 - October 2011
Citi August 2009 - March 2011
Sparkseed 2009 - 2011
Citi Holdings August 2008 - August 2009
Citi Alternative Investments July 2006 - July 2008
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Investments, Strategy, Finance, Capital Markets, Investment Banking, Hedge Funds, Analysis, Nonprofits, Financial Modeling, Valuation
Education
Tufts University
BA, Economics, Mathematics
Partners Group October 2014 - Present
Auldbrass Partners November 2011 - September 2014
Citi March 2011 - October 2011
Citi August 2009 - March 2011
Sparkseed 2009 - 2011
Citi Holdings August 2008 - August 2009
Citi Alternative Investments July 2006 - July 2008
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Investments, Strategy, Finance, Capital Markets, Investment Banking, Hedge Funds, Analysis, Nonprofits, Financial Modeling, Valuation
Education
Tufts University
BA, Economics, Mathematics
Jaynie Davis Jaynie Davis's Citi Experience April 2006 - July 2007
Job Accounting Manager at Grimail Crawford, Inc.
Industry Accounting
Experience
Grimail Crawford, Inc. September 2013 - Present
Missouri S&T August 2012 - July 2013
Faller, Davis & Associates, Inc. August 2007 - March 2012
Citi April 2006 - July 2007
Sodexo October 1993 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Payroll, Access, Customer Satisfaction, Teamwork, Detailed Organization, Human Resources, Invoicing, Accounting, Accounts Receivable, Accounts Payable, Civil Engineering, Customer Service, Financial Statements, General Ledger, Outlook, Spreadsheets
Education
Truman State University 1981 — 1985
100 Hours of Study, Business Administration and Management, General
Highland High School 1978 — 1981
Diploma, Buness and General Studies
Grimail Crawford, Inc. September 2013 - Present
Missouri S&T August 2012 - July 2013
Faller, Davis & Associates, Inc. August 2007 - March 2012
Citi April 2006 - July 2007
Sodexo October 1993 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Payroll, Access, Customer Satisfaction, Teamwork, Detailed Organization, Human Resources, Invoicing, Accounting, Accounts Receivable, Accounts Payable, Civil Engineering, Customer Service, Financial Statements, General Ledger, Outlook, Spreadsheets
Education
Truman State University 1981 — 1985
100 Hours of Study, Business Administration and Management, General
Highland High School 1978 — 1981
Diploma, Buness and General Studies
Jefferey Chiu's Citi Experience May 2012 - October 2013
Job
Industry Financial Services
Experience
Citi May 2012 - October 2013
Citi October 2011 - May 2012
Merrill Lynch September 2010 - September 2011
Merrill Lynch September 2008 - September 2010
Merrill Lynch December 2007 - September 2008
JPMorgan Chase June 2005 - December 2007
JPMorgan Chase May 2004 - June 2005
Skills
SQL, VBA, Access Database, Microsoft Excel, Risk Management, Access, Analysis, Process Improvement, Finance, Financial Services, Management, Auditing, CRM, Quality Assurance, SDLC
Education
Tufts University 1989 — 1993
BFA, Art History, Photography
Citi May 2012 - October 2013
Citi October 2011 - May 2012
Merrill Lynch September 2010 - September 2011
Merrill Lynch September 2008 - September 2010
Merrill Lynch December 2007 - September 2008
JPMorgan Chase June 2005 - December 2007
JPMorgan Chase May 2004 - June 2005
Skills
SQL, VBA, Access Database, Microsoft Excel, Risk Management, Access, Analysis, Process Improvement, Finance, Financial Services, Management, Auditing, CRM, Quality Assurance, SDLC
Education
Tufts University 1989 — 1993
BFA, Art History, Photography
Peter Silva Peter Silva's Citi Experience September 2014 - April 2015
Job Regional Account Executive at Fifth Third Processing Solutions | Powered by Vantiv
Industry Banking
Experience
Vantiv May 2015 - Present
St. Johns County School Board October 2013 - May 2015
Citi September 2014 - April 2015
Harbor Community Bank July 2012 - September 2013
TD Bank December 2010 - January 2012
PNC Bank October 2008 - December 2010
SunTrust Bank September 2005 - October 2008
Citi October 2001 - September 2005
NorthStar Mortgage/ NPG Protective Group June 1999 - October 2001
Alert Group International June 1993 - June 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Commercial Lending, Underwriting, Public Relations, Relationship Management, Business Development, Consumer Lending, Small Business Lending, Investments, Finance, Portfolio Management, Leadership, Sales Management, Marketing, Management, Commercial Banking, Risk Management, Recruiting, Retail Banking, Customer Service, Training, Cross Selling, Commercial Mortgages, Branch Management, Treasury Management, Financial Analysis, Deposits, Development Of Employees, New Business Development, Coaching, Loan Origination, Analysis, Sales, Contract Negotiation, Credit Analysis, Branch Banking, Financial Services, Credit Risk, Compliance, Anti Money Laundering, Bank Secrecy Act, Public Speaking, Strategic Planning, Nonprofits, Team Building, Fundraising, Financial Risk
Education
Troy University 2011 — 2014
MPA, National Security Affairs, Justice Administration, 4.0
Troy University 2009 — 2011
BS, Pre Law-Political Science, Business Administration, 3.78
St Johns River 2006 — 2009
Associates, Business Administration
Vantiv May 2015 - Present
St. Johns County School Board October 2013 - May 2015
Citi September 2014 - April 2015
Harbor Community Bank July 2012 - September 2013
TD Bank December 2010 - January 2012
PNC Bank October 2008 - December 2010
SunTrust Bank September 2005 - October 2008
Citi October 2001 - September 2005
NorthStar Mortgage/ NPG Protective Group June 1999 - October 2001
Alert Group International June 1993 - June 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Commercial Lending, Underwriting, Public Relations, Relationship Management, Business Development, Consumer Lending, Small Business Lending, Investments, Finance, Portfolio Management, Leadership, Sales Management, Marketing, Management, Commercial Banking, Risk Management, Recruiting, Retail Banking, Customer Service, Training, Cross Selling, Commercial Mortgages, Branch Management, Treasury Management, Financial Analysis, Deposits, Development Of Employees, New Business Development, Coaching, Loan Origination, Analysis, Sales, Contract Negotiation, Credit Analysis, Branch Banking, Financial Services, Credit Risk, Compliance, Anti Money Laundering, Bank Secrecy Act, Public Speaking, Strategic Planning, Nonprofits, Team Building, Fundraising, Financial Risk
Education
Troy University 2011 — 2014
MPA, National Security Affairs, Justice Administration, 4.0
Troy University 2009 — 2011
BS, Pre Law-Political Science, Business Administration, 3.78
St Johns River 2006 — 2009
Associates, Business Administration
David Smolens David Smolens's Citi Experience June 2013 - October 2014
Job Analyst at Apollo Global Management LLC
Industry Banking
Experience
Apollo Global Management LLC November 2014 - Present
Citi June 2013 - October 2014
First Reserve Corporation May 2012 - May 2013
Credit Suisse June 2011 - August 2011
First Reserve Corporation January 2011 - January 2011
First Reserve Corporation July 2010 - August 2010
Portfolio Advisors, LLC May 2009 - August 2009
Skills
Private Equity, Alternative Investments, Investment Banking, Valuation, Investments, Due Diligence, Financial Modeling, Public Equity Offerings, initial public offerings, Mergers & Acquisitions, Bank Mergers, Capital Markets, Equity Capital Markets, Debt & Equity Capital..., LBO
Education
University of Notre Dame 2010 — 2012
BA, Economics
Trinity College-Hartford 2008 — 2010
BA, Economics
Apollo Global Management LLC November 2014 - Present
Citi June 2013 - October 2014
First Reserve Corporation May 2012 - May 2013
Credit Suisse June 2011 - August 2011
First Reserve Corporation January 2011 - January 2011
First Reserve Corporation July 2010 - August 2010
Portfolio Advisors, LLC May 2009 - August 2009
Skills
Private Equity, Alternative Investments, Investment Banking, Valuation, Investments, Due Diligence, Financial Modeling, Public Equity Offerings, initial public offerings, Mergers & Acquisitions, Bank Mergers, Capital Markets, Equity Capital Markets, Debt & Equity Capital..., LBO
Education
University of Notre Dame 2010 — 2012
BA, Economics
Trinity College-Hartford 2008 — 2010
BA, Economics
Robert J Harrity Jr Robert J Harrity Jr's Citi Experience September 1992 - May 2007
Job Adjunct Professor of Finance, Fairfield University
Industry Executive Office
Experience
Dolan School of Business, Fairfield University September 2014 - Present
Fairfield University, Dolan School of Business May 2013 - Present
Friends Center for Children April 2013 - Present
Whitney Center January 2012 - Present
Ross Institutional Investors 2008 - Present
Citi September 1992 - May 2007
Citi September 1992 - May 2007
Citi September 1992 - May 2007
Citi September 1992 - May 2007
Chemical Bank/JPMorgan Chase 1984 - 1992
Skills
Independent Director, Board of Director..., Transition Executive, Risk Management..., Strategic CFO, Debt Restructuring, Full P&L Responsibility, Leading Change, Turnaround Strategies, Value Creation, Alternative Investments, Investment Management, Portfolio Company, Private Equity, Corporate Turnarounds, Valuation, Corporate Finance, Capital Markets, Investment Advisory, Execution Focus, Critical Thinking, Judgment, Integrity, Strategy Facilitation, Business Strategy, Stakeholder Engagement, Board Leadership, Risk Management, Portfolio management, Treasury Management, Asset Management, Banking, International Experience, Credit Risk, Credit, Financial Analysis, Credit Analysis, Loans, Portfolio Management, Board of Directors, Leadership, Strategy, Financial Structuring, Financial Risk, Investment Banking, Fixed Income, Equities, Finance, Hedge Funds, Asset Allocation
Education
University of Virginia - Darden Graduate School of Business Administration 1970 — 1972
MBA, Finance
Trinity College-Hartford 1966 — 1970
Bachelor of Arts (B.A.), History
Dolan School of Business, Fairfield University September 2014 - Present
Fairfield University, Dolan School of Business May 2013 - Present
Friends Center for Children April 2013 - Present
Whitney Center January 2012 - Present
Ross Institutional Investors 2008 - Present
Citi September 1992 - May 2007
Citi September 1992 - May 2007
Citi September 1992 - May 2007
Citi September 1992 - May 2007
Chemical Bank/JPMorgan Chase 1984 - 1992
Skills
Independent Director, Board of Director..., Transition Executive, Risk Management..., Strategic CFO, Debt Restructuring, Full P&L Responsibility, Leading Change, Turnaround Strategies, Value Creation, Alternative Investments, Investment Management, Portfolio Company, Private Equity, Corporate Turnarounds, Valuation, Corporate Finance, Capital Markets, Investment Advisory, Execution Focus, Critical Thinking, Judgment, Integrity, Strategy Facilitation, Business Strategy, Stakeholder Engagement, Board Leadership, Risk Management, Portfolio management, Treasury Management, Asset Management, Banking, International Experience, Credit Risk, Credit, Financial Analysis, Credit Analysis, Loans, Portfolio Management, Board of Directors, Leadership, Strategy, Financial Structuring, Financial Risk, Investment Banking, Fixed Income, Equities, Finance, Hedge Funds, Asset Allocation
Education
University of Virginia - Darden Graduate School of Business Administration 1970 — 1972
MBA, Finance
Trinity College-Hartford 1966 — 1970
Bachelor of Arts (B.A.), History
Shelley Woll Shelley Woll's Citi Experience January 2012 - Present
Job VP Senior Financial Analyst at Citi
Industry Accounting
Experience
Citi January 2012 - Present
Nimmons Wealth Management December 2009 - February 2012
St. Louis Bandits November 2008 - November 2009
KPMG 1991 - 1997
Skills
Tax, Auditing, Strategy, Financial Reporting, Accounting, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, CPA, Wealth Management, Budgets, Microsoft Office, Internal Controls, Leadership, Strategic Financial...
Education
Truman State University 1987 — 1991
BS, Accounting
Citi January 2012 - Present
Nimmons Wealth Management December 2009 - February 2012
St. Louis Bandits November 2008 - November 2009
KPMG 1991 - 1997
Skills
Tax, Auditing, Strategy, Financial Reporting, Accounting, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, CPA, Wealth Management, Budgets, Microsoft Office, Internal Controls, Leadership, Strategic Financial...
Education
Truman State University 1987 — 1991
BS, Accounting
John Rea, CFA John Rea, CFA's Citi Experience April 2005 - June 2006
Job Manager Investor Relations at Liberty Global
Industry Telecommunications
Experience
Liberty Global December 2014 - Present
Liberty Global April 2012 - December 2014
Gart Capital Partners April 2011 - August 2011
FactSet Research Systems December 2007 - April 2010
FactSet June 2006 - December 2007
Citi April 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Management, Microsoft Excel, Analysis, Consulting, Valuation, Data Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Trinity University 2002 — 2006
Business, Finance, Accounting
Liberty Global December 2014 - Present
Liberty Global April 2012 - December 2014
Gart Capital Partners April 2011 - August 2011
FactSet Research Systems December 2007 - April 2010
FactSet June 2006 - December 2007
Citi April 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Management, Microsoft Excel, Analysis, Consulting, Valuation, Data Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Trinity University 2002 — 2006
Business, Finance, Accounting
Luke Guerry Luke Guerry's Citi Experience May 2007 - December 2014
Job Linux Engineer at Sparc
Industry Information Technology and Services
Experience
SPARC, LLC December 2014 - Present
Citi May 2007 - December 2014
Skills
Windows Server, Data Center, System Administration, Linux System..., Red Hat Linux, Infrastructure, System Architecture, Microsoft Exchange, Linux, Perl, Netbackup, Linux Server, Troubleshooting, Unix, Suse, Distributed Systems, High Availability, Servers, High Performance..., McAfee Antivirus, Server Administration, Linux Desktop, Ubuntu, DNS, VMware ESX, Trading Systems, RHEL, Subversion, HP Proliant, IBM Servers, System Migration, Linux Kernel, VoIP, High Frequency Trading, Centrify, SLES, Atlassian JIRA, Barracuda Spam Filter, PTP, Splunk, Puppet, Python, Shell Scripting, Symantec Endpoint...
Education
Trident Technical College 2002 — 2005
Associate of Science, Network Systems Management
SPARC, LLC December 2014 - Present
Citi May 2007 - December 2014
Skills
Windows Server, Data Center, System Administration, Linux System..., Red Hat Linux, Infrastructure, System Architecture, Microsoft Exchange, Linux, Perl, Netbackup, Linux Server, Troubleshooting, Unix, Suse, Distributed Systems, High Availability, Servers, High Performance..., McAfee Antivirus, Server Administration, Linux Desktop, Ubuntu, DNS, VMware ESX, Trading Systems, RHEL, Subversion, HP Proliant, IBM Servers, System Migration, Linux Kernel, VoIP, High Frequency Trading, Centrify, SLES, Atlassian JIRA, Barracuda Spam Filter, PTP, Splunk, Puppet, Python, Shell Scripting, Symantec Endpoint...
Education
Trident Technical College 2002 — 2005
Associate of Science, Network Systems Management
Calvert Holt Calvert Holt's Citi Experience June 2012 - August 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2013 - Present
Citi June 2012 - August 2012
University of Pennsylvania Student Federal Credit Union September 2009 - May 2012
Skills
Microsoft Office, Photoshop, Project Planning, Market Research, Financial Modeling, Valuation, Economics, Management Consulting, PowerPoint
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, The Huntsman Program in International Studies and Business
Tsinghua University 2011 — 2011
Study Abroad, School of Economics and Management
Phillips Exeter Academy 2005 — 2009
English
Bain & Company September 2013 - Present
Citi June 2012 - August 2012
University of Pennsylvania Student Federal Credit Union September 2009 - May 2012
Skills
Microsoft Office, Photoshop, Project Planning, Market Research, Financial Modeling, Valuation, Economics, Management Consulting, PowerPoint
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, The Huntsman Program in International Studies and Business
Tsinghua University 2011 — 2011
Study Abroad, School of Economics and Management
Phillips Exeter Academy 2005 — 2009
English
Jerry Patton Jerry Patton's Citi Experience 1993 - 1995
Job Banking Professional | Quality Assurance | Governance | Real Estate Professional | Quality Control | Accounts Receivable
Industry Banking
Experience
State Farm May 2015 - Present
Bank of America July 2008 - February 2014
Bank of America August 2006 - June 2008
Bank of America June 2003 - March 2005
Citi 1993 - 1995
Skills
Vendor Management, Quality Assurance, Training, Management, Banking, Customer Satisfaction, Auditing, Coaching, Financial Risk, Internal Audit, Risk Management, Time Management, Business Analysis, Call Centers, Customer Service
Education
Truman State University 1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General
State Farm May 2015 - Present
Bank of America July 2008 - February 2014
Bank of America August 2006 - June 2008
Bank of America June 2003 - March 2005
Citi 1993 - 1995
Skills
Vendor Management, Quality Assurance, Training, Management, Banking, Customer Satisfaction, Auditing, Coaching, Financial Risk, Internal Audit, Risk Management, Time Management, Business Analysis, Call Centers, Customer Service
Education
Truman State University 1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Latisha Dawkins Latisha Dawkins's Citi Experience 2003 - 2005
Job Supervisor Call Center at American Water
Industry Utilities
Experience
American Water January 2005 - Present
Citi 2003 - 2005
BellSouth & NBC News 2000 - 2003
Skills
Customer Experience, Call Centers, Customer Satisfaction, Training, Workforce Management, Strategic Planning, Sales, Customer Service, Leadership, Performance Management, Process Improvement, Project Management
Education
Troy University
Masters of Business Administration, Business Administration and Management, General, Cum Laude
American Water January 2005 - Present
Citi 2003 - 2005
BellSouth & NBC News 2000 - 2003
Skills
Customer Experience, Call Centers, Customer Satisfaction, Training, Workforce Management, Strategic Planning, Sales, Customer Service, Leadership, Performance Management, Process Improvement, Project Management
Education
Troy University
Masters of Business Administration, Business Administration and Management, General, Cum Laude
William Naughton William Naughton's Citi Experience 2014 - Present
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi 2014 - Present
Citi June 2013 - August 2013
Financial Northeastern Companies June 2012 - August 2012
Laker Future Lacrosse June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, FINRA
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), History, 2014
Citi 2014 - Present
Citi June 2013 - August 2013
Financial Northeastern Companies June 2012 - August 2012
Laker Future Lacrosse June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, FINRA
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), History, 2014
Edward L Moses Edward L Moses's Citi Experience May 2006 - January 2008
Job Investments
Industry Financial Services
Experience
Major Financial Services Firm February 2012 - Present
Northern Trust January 2008 - January 2012
Citi May 2006 - January 2008
Skills
Portfolio Management, 401k Rollovers, Asset Managment, Financial Advisory, IRAs, Retirement Planning, Series 7, Series 66, Insurance, Annuity Sales, Financial Services for..., Corporate Stock Plans, Equities, Mutual Funds, Wealth Management, Finance
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Trinity University 2001 — 2006
BA, Finance & Speech Comm
St. John's School
Major Financial Services Firm February 2012 - Present
Northern Trust January 2008 - January 2012
Citi May 2006 - January 2008
Skills
Portfolio Management, 401k Rollovers, Asset Managment, Financial Advisory, IRAs, Retirement Planning, Series 7, Series 66, Insurance, Annuity Sales, Financial Services for..., Corporate Stock Plans, Equities, Mutual Funds, Wealth Management, Finance
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Trinity University 2001 — 2006
BA, Finance & Speech Comm
St. John's School
Jeff Long Jeff Long's Citi Experience July 1990 - February 2009
Job Director of Sales Operations at TSA
Industry Information Technology and Services
Experience
Technical & Scientific Application, Inc. (TSA) July 2013 - Present
Nicholas Financial Services April 2009 - June 2013
Citi July 1990 - February 2009
Wal-Mart 1987 - 1989
Skills
Sales Management, Operations Management, New Business Development, Profit Improvement, Production, Credit Analysis, Credit Control, Product Management, Risk Assessment, Credit Risk, Personnel Development, Personal Training, Multi-site, Business Development, Credit, Human Resources, Sales Operations, Forecasting, Loans, Customer Retention, Profit Maximization, Management, Sales, Underwriting, Leadership, Profit, Customer Satisfaction, Accounts Receivable, Personal Development, Training, Finance, Strategic Planning, Budgets, Pricing, Portfolio Management, Financial Risk, Executive Management, Selling, Banking, Business Planning, Financial Analysis, Relationship Management, Sales Process, Risk Management, Call Centers, CRM, Account Management, P&L Management, Financial Services, Vendor Management
Education
Troy University 1985 — 1989
BS, Management
John Carroll High School - Fort Pierce 1983 — 1985
High School, High School
Technical & Scientific Application, Inc. (TSA) July 2013 - Present
Nicholas Financial Services April 2009 - June 2013
Citi July 1990 - February 2009
Wal-Mart 1987 - 1989
Skills
Sales Management, Operations Management, New Business Development, Profit Improvement, Production, Credit Analysis, Credit Control, Product Management, Risk Assessment, Credit Risk, Personnel Development, Personal Training, Multi-site, Business Development, Credit, Human Resources, Sales Operations, Forecasting, Loans, Customer Retention, Profit Maximization, Management, Sales, Underwriting, Leadership, Profit, Customer Satisfaction, Accounts Receivable, Personal Development, Training, Finance, Strategic Planning, Budgets, Pricing, Portfolio Management, Financial Risk, Executive Management, Selling, Banking, Business Planning, Financial Analysis, Relationship Management, Sales Process, Risk Management, Call Centers, CRM, Account Management, P&L Management, Financial Services, Vendor Management
Education
Troy University 1985 — 1989
BS, Management
John Carroll High School - Fort Pierce 1983 — 1985
High School, High School
Ran Ou Ran Ou's Citi Experience July 2010 - September 2010
Job Quantitative Analyst at PNC
Industry Financial Services
Experience
PNC July 2013 - Present
Longbow Research August 2012 - July 2013
China Investment Corporation February 2011 - July 2011
Citi July 2010 - September 2010
Henkel Corporation July 2008 - August 2008
Skills
SAS, Financial Modeling, Valuation, Financial Analysis, Mandarin, Equity Research, Corporate Finance, VBA, Portfolio Management, Microsoft Excel, Data Analysis, Risk Management, Credit Risk, Financial Econometrics, Derivatives, Statistical Data..., Basel II, Fixed Income, PowerPoint, Eviews, Cantonese, Microsoft Office, Economics, Chinese, Statistics, Microeconomics, Macroeconomics, Sociology, Market Research
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MS, Finance
Tsinghua University 2007 — 2011
Bachelor, Economics
PNC July 2013 - Present
Longbow Research August 2012 - July 2013
China Investment Corporation February 2011 - July 2011
Citi July 2010 - September 2010
Henkel Corporation July 2008 - August 2008
Skills
SAS, Financial Modeling, Valuation, Financial Analysis, Mandarin, Equity Research, Corporate Finance, VBA, Portfolio Management, Microsoft Excel, Data Analysis, Risk Management, Credit Risk, Financial Econometrics, Derivatives, Statistical Data..., Basel II, Fixed Income, PowerPoint, Eviews, Cantonese, Microsoft Office, Economics, Chinese, Statistics, Microeconomics, Macroeconomics, Sociology, Market Research
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MS, Finance
Tsinghua University 2007 — 2011
Bachelor, Economics
Sarah Dalton Sarah Dalton's Citi Experience September 2012 - October 2014
Job Senior Marketing Specialist, Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Citi September 2012 - October 2014
Savvis, a CenturyLink Company May 2012 - August 2012
American Equity Mortgage February 2011 - May 2012
American Equity Mortgage October 2009 - February 2011
McGraw-Hill Higher Education May 2009 - July 2009
Skills
Public Relations, Facebook, Marketing Communications, Email Marketing, Press Releases, CRM, Marketing Strategy, Google Analytics, Sales, Marketing, Social Media, Salesforce.com, Lead Generation, Management, B2B
Education
University of Missouri-Saint Louis 2013 — 2015
Master of Business Administration (MBA), Marketing, Digital Marketing
Truman State University 2005 — 2009
Bachelor of Arts, Business Administration - Concentration in Marketing, Minor in Communication
Oakville Senior High School 2001 — 2005
Edward Jones November 2014 - Present
Citi September 2012 - October 2014
Savvis, a CenturyLink Company May 2012 - August 2012
American Equity Mortgage February 2011 - May 2012
American Equity Mortgage October 2009 - February 2011
McGraw-Hill Higher Education May 2009 - July 2009
Skills
Public Relations, Facebook, Marketing Communications, Email Marketing, Press Releases, CRM, Marketing Strategy, Google Analytics, Sales, Marketing, Social Media, Salesforce.com, Lead Generation, Management, B2B
Education
University of Missouri-Saint Louis 2013 — 2015
Master of Business Administration (MBA), Marketing, Digital Marketing
Truman State University 2005 — 2009
Bachelor of Arts, Business Administration - Concentration in Marketing, Minor in Communication
Oakville Senior High School 2001 — 2005
Scott Parres Scott Parres's Citi Experience June 2006 - June 2010
Job Director, Field Training at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts June 2010 - Present
Citi June 2006 - June 2010
Edward Jones April 2004 - June 2006
AG Edwards February 2004 - April 2004
Edward Jones April 2000 - February 2004
General Electric July 1995 - April 2000
Skills
Training, Leadership, Coaching, Public Speaking, Consulting, Management, Marketing, Process Improvement, Sales, Leadership Development, Time Management
Education
Truman State University 1984 — 1988
Bachelor of Science in Education, Social Science
Express Scripts June 2010 - Present
Citi June 2006 - June 2010
Edward Jones April 2004 - June 2006
AG Edwards February 2004 - April 2004
Edward Jones April 2000 - February 2004
General Electric July 1995 - April 2000
Skills
Training, Leadership, Coaching, Public Speaking, Consulting, Management, Marketing, Process Improvement, Sales, Leadership Development, Time Management
Education
Truman State University 1984 — 1988
Bachelor of Science in Education, Social Science
Summer Spencer Summer Spencer's Citi Experience August 2014 - January 2015
Job Dependable Hard Worker!!!
Industry Retail
Experience
Nothing Bundt Cakes April 2015 - Present
Citi August 2014 - January 2015
CVS Health November 2013 - May 2014
Michaels Stores, Inc. April 2011 - November 2013
Maxor National Pharmacy Services, LLC August 2004 - February 2013
Skills
Pharmacy Technicians, Retail, Cashiering, Communications, Shipping & Receiving, Inventory Control, Basic computer and...
Education
Trevecca Nazarene University 2000 — 2004
Bachelor’s Degree, Mass Communication/Media Studies, A-B+
Los Angeles Film Studies Center 2003 — 2003
Completion certificate, Film/Cinema/Video Studies, A
Nothing Bundt Cakes April 2015 - Present
Citi August 2014 - January 2015
CVS Health November 2013 - May 2014
Michaels Stores, Inc. April 2011 - November 2013
Maxor National Pharmacy Services, LLC August 2004 - February 2013
Skills
Pharmacy Technicians, Retail, Cashiering, Communications, Shipping & Receiving, Inventory Control, Basic computer and...
Education
Trevecca Nazarene University 2000 — 2004
Bachelor’s Degree, Mass Communication/Media Studies, A-B+
Los Angeles Film Studies Center 2003 — 2003
Completion certificate, Film/Cinema/Video Studies, A
Jim Cavnar Jim Cavnar's Citi Experience 1990 - 1992
Job Divisional VicePresident, Executive and Corporate Recruiting at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation 2013 - Present
Bristol-Myers Squibb, Princeton, New Jersey January 2011 - November 2013
Proventys Software 2008 - 2009
Hess Corporation 2006 - 2008
Aetna August 2003 - September 2006
Aetna August 1998 - August 2003
Cejka & Company January 1995 - August 1998
Jackson & Coker 1992 - 1994
Citi 1990 - 1992
Skills
Talent Management, Talent Acquisition, Succession Planning, Recruiting, Human Resources, Executive Search, Onboarding, Temporary Placement, Mergers, Sourcing, Management, Strategy, Business Development, Leadership, CRM, Healthcare, Training, Pharmaceutical Industry, Sales, Strategic Planning, Sales Operations, Executive Management, Hiring, Marketing, Business Strategy, Employee Engagement, Performance Management, Mergers & Acquisitions
Education
Harvard University 1999 — 2008
Executive Development Programs in Negotiations, HealthCare and Patient Privacy
Troy University 1986 — 1990
BS
Sears Holdings Corporation 2013 - Present
Bristol-Myers Squibb, Princeton, New Jersey January 2011 - November 2013
Proventys Software 2008 - 2009
Hess Corporation 2006 - 2008
Aetna August 2003 - September 2006
Aetna August 1998 - August 2003
Cejka & Company January 1995 - August 1998
Jackson & Coker 1992 - 1994
Citi 1990 - 1992
Skills
Talent Management, Talent Acquisition, Succession Planning, Recruiting, Human Resources, Executive Search, Onboarding, Temporary Placement, Mergers, Sourcing, Management, Strategy, Business Development, Leadership, CRM, Healthcare, Training, Pharmaceutical Industry, Sales, Strategic Planning, Sales Operations, Executive Management, Hiring, Marketing, Business Strategy, Employee Engagement, Performance Management, Mergers & Acquisitions
Education
Harvard University 1999 — 2008
Executive Development Programs in Negotiations, HealthCare and Patient Privacy
Troy University 1986 — 1990
BS
Danielle Baldwin's Citi Experience May 2013 - December 2014
Job Currently Looking for Place of Employment
Industry Hospital & Health Care
Experience
Citi May 2013 - December 2014
Pima Neurology/Tucson Cosmetics February 2013 - March 2013
APAC Customer Services October 2011 - March 2012
US Army February 2008 - May 2010
Skills
Medical Records, Customer Service, Phlebotomy, Appointment Scheduling, Telephone Skills, Typing, Filing, Vital Signs, Medical Terminology, Urinalysis, Fax, Healthcare, Microsoft Word, Process Scheduler, Office Procedures, Numeric Filing, Electronic Filing, EKG, Front Office Support, HIPAA, Chart, Medicine, Patience, Ear Irrigation, Injections, Patient Preparation, Medical Office..., Electronic Health..., Charting, Data Entry, Training
Education
Tucson College 2012 — 2013
Diploma, Medical/Clinical Assistant
Weaver High School 2003 — 2007
Diploma, Student
Citi May 2013 - December 2014
Pima Neurology/Tucson Cosmetics February 2013 - March 2013
APAC Customer Services October 2011 - March 2012
US Army February 2008 - May 2010
Skills
Medical Records, Customer Service, Phlebotomy, Appointment Scheduling, Telephone Skills, Typing, Filing, Vital Signs, Medical Terminology, Urinalysis, Fax, Healthcare, Microsoft Word, Process Scheduler, Office Procedures, Numeric Filing, Electronic Filing, EKG, Front Office Support, HIPAA, Chart, Medicine, Patience, Ear Irrigation, Injections, Patient Preparation, Medical Office..., Electronic Health..., Charting, Data Entry, Training
Education
Tucson College 2012 — 2013
Diploma, Medical/Clinical Assistant
Weaver High School 2003 — 2007
Diploma, Student
Terry Ethridge's Citi Experience May 1995 - January 2004
Job
Industry Banking
Experience
------ October 2015 - Present
Wiregrass Federal Credit Union July 2009 - October 2015
AB&T National Bank January 2007 - June 2009
CB&T January 2005 - January 2007
American General Financial Services January 2004 - January 2005
Citi May 1995 - January 2004
Norton's Home Center January 1993 - July 1995
Norton's Home Center January 1991 - January 1993
Skills
Strategic Planning, Process Improvement, Operations Management, Customer Service, Banking, Management, Credit, Team Building, Project Management, Risk Management, Loans, Financial Services, Financial Analysis, Finance, Executive Management, Branch Banking, Consumer Lending, Coaching, New Business Development, Credit Analysis, Credit Cards, Sales, Performance Management, Commercial Lending, Credit Risk, Mortgage Lending, Account Management, Training, Leadership, Relationship Management, Small Business Lending, Cash Management, Commercial Banking, Financial Risk, Operational Risk, Branch Management, Lines Of Credit, Cross Selling, Internet Banking, Bank Secrecy Act, Business Development, Financial Institutions, Retail Banking, AML, Loan Servicing, Operational Risk..., Mortgage Banking, Loan Origination
Education
Troy University Dothan 1992 — 1995
Bachelor of Science, Finance, General
George C Wallace State Community College-Dothan 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
------ October 2015 - Present
Wiregrass Federal Credit Union July 2009 - October 2015
AB&T National Bank January 2007 - June 2009
CB&T January 2005 - January 2007
American General Financial Services January 2004 - January 2005
Citi May 1995 - January 2004
Norton's Home Center January 1993 - July 1995
Norton's Home Center January 1991 - January 1993
Skills
Strategic Planning, Process Improvement, Operations Management, Customer Service, Banking, Management, Credit, Team Building, Project Management, Risk Management, Loans, Financial Services, Financial Analysis, Finance, Executive Management, Branch Banking, Consumer Lending, Coaching, New Business Development, Credit Analysis, Credit Cards, Sales, Performance Management, Commercial Lending, Credit Risk, Mortgage Lending, Account Management, Training, Leadership, Relationship Management, Small Business Lending, Cash Management, Commercial Banking, Financial Risk, Operational Risk, Branch Management, Lines Of Credit, Cross Selling, Internet Banking, Bank Secrecy Act, Business Development, Financial Institutions, Retail Banking, AML, Loan Servicing, Operational Risk..., Mortgage Banking, Loan Origination
Education
Troy University Dothan 1992 — 1995
Bachelor of Science, Finance, General
George C Wallace State Community College-Dothan 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Sommer Mooy Sommer Mooy's Citi Experience July 2011 - Present
Job Operations Assistant at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate June 2015 - Present
Citi July 2011 - Present
Citi July 2009 - Present
Bank of America March 2003 - June 2009
Skills
Retail Banking, Mortgage Banking, Loans, Banking, Refinance, Loan Origination, FHA, Mortgage Lending, Credit, Loss Mitigation, Commercial Lending, Consumer Lending, Credit Analysis, Residential Mortgages, Small Business Lending, VA loans, USDA
Education
St. Charles Community College 1998 — 1998
Truman State University 1996 — 1997
no degree but I studied, mass communications
Guaranteed Rate June 2015 - Present
Citi July 2011 - Present
Citi July 2009 - Present
Bank of America March 2003 - June 2009
Skills
Retail Banking, Mortgage Banking, Loans, Banking, Refinance, Loan Origination, FHA, Mortgage Lending, Credit, Loss Mitigation, Commercial Lending, Consumer Lending, Credit Analysis, Residential Mortgages, Small Business Lending, VA loans, USDA
Education
St. Charles Community College 1998 — 1998
Truman State University 1996 — 1997
no degree but I studied, mass communications
Randi Schochet Randi Schochet's Citi Experience 1986 - 1988
Job VP, Brand Strategy and Innovation American Express OPEN for Small Business
Industry Financial Services
Experience
American Express OPEN March 2013 - Present
American Express OPEN March 2012 - March 2013
American Express August 2010 - March 2012
American Express 1999 - August 2010
Citi 1986 - 1988
Skills
Customer Experience, Digital Marketing, Loyalty Marketing, Customer Acquisition, Segmentation, Strategic Partnerships, Direct Marketing, Credit Cards, Marketing Strategy, CRM, Strategy, Marketing, Analytics, Interactive Marketing, Integrated Marketing, Business Development, Multi-channel Marketing, Management, Digital Strategy
Education
Tufts University
Bachelor's degree, English and Political Science
American Express OPEN March 2013 - Present
American Express OPEN March 2012 - March 2013
American Express August 2010 - March 2012
American Express 1999 - August 2010
Citi 1986 - 1988
Skills
Customer Experience, Digital Marketing, Loyalty Marketing, Customer Acquisition, Segmentation, Strategic Partnerships, Direct Marketing, Credit Cards, Marketing Strategy, CRM, Strategy, Marketing, Analytics, Interactive Marketing, Integrated Marketing, Business Development, Multi-channel Marketing, Management, Digital Strategy
Education
Tufts University
Bachelor's degree, English and Political Science
David Dickey David Dickey's Citi Experience February 2012 - March 2015
Job Senior Director, South/Central Region at Capital One Home Loans
Industry Financial Services
Experience
Capital One Home Loans June 2015 - Present
BB&T March 2015 - June 2015
Citi February 2012 - March 2015
First United Bank September 2011 - February 2012
Bank of America Home Loans October 2010 - September 2011
JP Morgan Chase June 2010 - October 2010
Countrywide Financial June 2003 - March 2010
Wells Fargo Home Mortgage November 1999 - June 2003
FirstCo Mortgage October 1998 - November 1999
Norwest Financial February 1988 - October 1998
Skills
Banking, Credit, Mortgage Lending, Mortgage Banking, Loans, Leadership, Finance, Loan Origination, Strategy, Commercial Lending, Residential Mortgages, Financial Services, Credit Analysis, Refinance, Sales, FHA, Management, Underwriting, Relationship Management, Team Building, Commercial Banking, Consumer Lending, Business Strategy, Credit Risk, Portfolio Management, Mortgage Servicing, USDA, Investments, Executive Management, Loss Mitigation, Real Estate, Risk Management, Investment Properties, Business Development, Commercial Mortgages, FHA Financing, VA loans, Loan Servicing, Team Management, VA Loans
Education
Truman State University 1982 — 1986
BS, Accounting, Finance, Economics
Capital One Home Loans June 2015 - Present
BB&T March 2015 - June 2015
Citi February 2012 - March 2015
First United Bank September 2011 - February 2012
Bank of America Home Loans October 2010 - September 2011
JP Morgan Chase June 2010 - October 2010
Countrywide Financial June 2003 - March 2010
Wells Fargo Home Mortgage November 1999 - June 2003
FirstCo Mortgage October 1998 - November 1999
Norwest Financial February 1988 - October 1998
Skills
Banking, Credit, Mortgage Lending, Mortgage Banking, Loans, Leadership, Finance, Loan Origination, Strategy, Commercial Lending, Residential Mortgages, Financial Services, Credit Analysis, Refinance, Sales, FHA, Management, Underwriting, Relationship Management, Team Building, Commercial Banking, Consumer Lending, Business Strategy, Credit Risk, Portfolio Management, Mortgage Servicing, USDA, Investments, Executive Management, Loss Mitigation, Real Estate, Risk Management, Investment Properties, Business Development, Commercial Mortgages, FHA Financing, VA loans, Loan Servicing, Team Management, VA Loans
Education
Truman State University 1982 — 1986
BS, Accounting, Finance, Economics
Frank Laudwig's Citi Experience February 2014 - March 2015
Job Mortgage Area Sales Manager at Capital One Home Loans
Industry Financial Services
Experience
Capital One Home Loans June 2015 - Present
BB&T March 2015 - June 2015
Citi February 2014 - March 2015
Chase September 2010 - February 2014
American Equity Mortgage January 2010 - August 2010
Countrywide Home Loans February 2009 - January 2010
Fieldstone Mortgage Company May 2004 - November 2007
Centex Home Equity May 1996 - May 2004
Midwest United Credit Union September 1992 - May 1996
ITT Financial Services 1985 - 1991
Skills
Loan Origination, Mortgage Lending, FHA, Mortgage Banking, Refinance, Loss Mitigation, Loans, Residential Mortgages, Financial Services, Banking, Credit Analysis, Mortgage Servicing, USDA, Credit, Mortgage Underwriting, FHA financing, Real Estate, VA loans, Home Equity Loans, Government Loans, First Time Home Buyers, Underwriting, Consumer Lending, Investment Properties, Real Estate Financing, Finance, Loan Servicing, Relationship Management, REO, Retail Banking, Commercial Banking, Title Insurance, Executive Management, Referrals, Strategic Financial..., Investors, FHA Financing, VA Loans
Education
Truman State University 1981 — 1985
Kirksville High School 1979 — 1981
Diploma, General
Capital One Home Loans June 2015 - Present
BB&T March 2015 - June 2015
Citi February 2014 - March 2015
Chase September 2010 - February 2014
American Equity Mortgage January 2010 - August 2010
Countrywide Home Loans February 2009 - January 2010
Fieldstone Mortgage Company May 2004 - November 2007
Centex Home Equity May 1996 - May 2004
Midwest United Credit Union September 1992 - May 1996
ITT Financial Services 1985 - 1991
Skills
Loan Origination, Mortgage Lending, FHA, Mortgage Banking, Refinance, Loss Mitigation, Loans, Residential Mortgages, Financial Services, Banking, Credit Analysis, Mortgage Servicing, USDA, Credit, Mortgage Underwriting, FHA financing, Real Estate, VA loans, Home Equity Loans, Government Loans, First Time Home Buyers, Underwriting, Consumer Lending, Investment Properties, Real Estate Financing, Finance, Loan Servicing, Relationship Management, REO, Retail Banking, Commercial Banking, Title Insurance, Executive Management, Referrals, Strategic Financial..., Investors, FHA Financing, VA Loans
Education
Truman State University 1981 — 1985
Kirksville High School 1979 — 1981
Diploma, General
Karan Nagpal's Citi Experience 2007 - 2009
Job Assistant Vice President, Derivatives Operations & Collateral Management at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank August 2015 - Present
Nomura Securities April 2014 - July 2015
JP Morgan January 2010 - April 2014
Citi 2007 - 2009
Northern Trust Corporation 2005 - 2007
Skills
Derivatives, Financial Futures, Futures Trading, Commodity Markets, Collateral Management, Equities, Capital Markets, Middle Office, Sungard GMI, Relationship Management, Managed Futures, Hedge Funds, Banking, Hedging, Electronic Trading, Trading Systems, Fund Accounting, Bloomberg, TLM, SWIFT,..., Currency Futures, FX Options, Securities, Fixed Income
Education
Triton-College 2001 — 2004
Business Management and Operations
CJM 1985 — 2000
High School
Deutsche Bank August 2015 - Present
Nomura Securities April 2014 - July 2015
JP Morgan January 2010 - April 2014
Citi 2007 - 2009
Northern Trust Corporation 2005 - 2007
Skills
Derivatives, Financial Futures, Futures Trading, Commodity Markets, Collateral Management, Equities, Capital Markets, Middle Office, Sungard GMI, Relationship Management, Managed Futures, Hedge Funds, Banking, Hedging, Electronic Trading, Trading Systems, Fund Accounting, Bloomberg, TLM, SWIFT,..., Currency Futures, FX Options, Securities, Fixed Income
Education
Triton-College 2001 — 2004
Business Management and Operations
CJM 1985 — 2000
High School
Josh Hastings Josh Hastings's Citi Experience October 1996 - February 2005
Job Mortgage Loan Officer
Industry Banking
Experience
Bank of England, Mortgage Division February 2015 - Present
Private Company March 2005 - November 2014
Citi October 1996 - February 2005
Division of Child Support Enforcement, State of Missouri June 1995 - September 1996
Skills
Management, Process Improvement, Employee Engagement, Employee Training, Data Analysis, Leadership, Drive Results, Team Building, Culture Change, Innovation, Collections, Executive Management, Customer Service, Marketing Communications, Operations Management, Project Planning, Strategic Planning, Analysis, Team Leadership, Team Management
Education
Truman State University 1991 — 1995
Bachelor of Science (B.S.), Psychology
Bank of England, Mortgage Division February 2015 - Present
Private Company March 2005 - November 2014
Citi October 1996 - February 2005
Division of Child Support Enforcement, State of Missouri June 1995 - September 1996
Skills
Management, Process Improvement, Employee Engagement, Employee Training, Data Analysis, Leadership, Drive Results, Team Building, Culture Change, Innovation, Collections, Executive Management, Customer Service, Marketing Communications, Operations Management, Project Planning, Strategic Planning, Analysis, Team Leadership, Team Management
Education
Truman State University 1991 — 1995
Bachelor of Science (B.S.), Psychology
Clara Wu's Citi Experience June 2011 - August 2011
Job Student at Cornell University
Industry Financial Services
Experience
CITIC Securities Company Limited June 2015 - August 2015
Stone Pier Capital Advisors, LP 2015 - 2015
CCTV News June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
America's Growth Capital June 2012 - August 2012
China Construction Bank (Asia) Corporation Ltd. May 2012 - June 2012
Citi June 2011 - August 2011
WELAND INTERNATIONAL May 2010 - August 2010
Skills
Economics, Data Analysis, PowerPoint, Corporate Finance, Valuation Modeling, SPSS, Market Research, Financial Modeling, Research, Stata, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, Statistics, Public Speaking, Social Media, Minitab, Financial Analysis
Education
Cornell University 2014 — 2016
Master of Arts (MA), Business and Management, Public Administration
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, International Studies
Wuhan Foreign Languages School 2007 — 2010
High School Diploma
CITIC Securities Company Limited June 2015 - August 2015
Stone Pier Capital Advisors, LP 2015 - 2015
CCTV News June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
America's Growth Capital June 2012 - August 2012
China Construction Bank (Asia) Corporation Ltd. May 2012 - June 2012
Citi June 2011 - August 2011
WELAND INTERNATIONAL May 2010 - August 2010
Skills
Economics, Data Analysis, PowerPoint, Corporate Finance, Valuation Modeling, SPSS, Market Research, Financial Modeling, Research, Stata, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, Statistics, Public Speaking, Social Media, Minitab, Financial Analysis
Education
Cornell University 2014 — 2016
Master of Arts (MA), Business and Management, Public Administration
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, International Studies
Wuhan Foreign Languages School 2007 — 2010
High School Diploma
Joshua Teichman Joshua Teichman's Citi Experience June 2014 - Present
Job Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi June 2013 - August 2013
Citi June 2012 - August 2012
Skills
Risk Management, Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis
Education
Towson University
Information Technology
Charles E. Smith Jewish Day School 2004 — 2009
Citi June 2014 - Present
Citi June 2013 - August 2013
Citi June 2012 - August 2012
Skills
Risk Management, Microsoft Office, Microsoft Excel, Data Analysis, Business Analysis
Education
Towson University
Information Technology
Charles E. Smith Jewish Day School 2004 — 2009
Shawn Talley, MS, PHR Shawn Talley, MS, PHR's Citi Experience July 2003 - June 2007
Job VP of HR at NovaSom, Professor at Towson University, Managing Partner at Performance Strategies
Industry Medical Devices
Experience
NovaSom, Inc. April 2010 - Present
Performance Strategies - PS August 2013 - Present
Towson University June 2013 - Present
Baxter Healthcare April 2007 - May 2010
Citi July 2003 - June 2007
The Home Depot January 2002 - April 2003
ARINC March 1999 - January 2002
Verizon November 1997 - December 1998
Skills
Benefits, Employee Relations, Talent Acquisition, Workforce Planning, HR Policies, Labor Relations, Policy, Salary, Administration, Compensation, HRIS, Talent Management, Performance Management, Employee Engagement, Applicant Tracking..., Benefits Administration, Onboarding, Succession Planning, Legal Compliance, HR Strategy, Organizational..., Technical Recruiting, Orientation, Conflict Resolution, Interviewing, Hiring, Talent Development, Employment Law, College Recruiting, Payroll, Recruitment/Retention, Leadership Development, PeopleSoft, HR Consulting, Organizational..., Union, Job Analysis, Union Avoidance, Full-cycle Recruiting, Executive Compensation, Organizational Design, ADP, FMLA, Affirmative Action, Employee Benefits, EEO, Human Capital Management, Coaching, Change Management, New Hire Orientation
Education
Towson University 1995 — 1997
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Political Science, Mass Communications
Quince Orchard High School 1988 — 1990
Maryland High School Diploma, General
NovaSom, Inc. April 2010 - Present
Performance Strategies - PS August 2013 - Present
Towson University June 2013 - Present
Baxter Healthcare April 2007 - May 2010
Citi July 2003 - June 2007
The Home Depot January 2002 - April 2003
ARINC March 1999 - January 2002
Verizon November 1997 - December 1998
Skills
Benefits, Employee Relations, Talent Acquisition, Workforce Planning, HR Policies, Labor Relations, Policy, Salary, Administration, Compensation, HRIS, Talent Management, Performance Management, Employee Engagement, Applicant Tracking..., Benefits Administration, Onboarding, Succession Planning, Legal Compliance, HR Strategy, Organizational..., Technical Recruiting, Orientation, Conflict Resolution, Interviewing, Hiring, Talent Development, Employment Law, College Recruiting, Payroll, Recruitment/Retention, Leadership Development, PeopleSoft, HR Consulting, Organizational..., Union, Job Analysis, Union Avoidance, Full-cycle Recruiting, Executive Compensation, Organizational Design, ADP, FMLA, Affirmative Action, Employee Benefits, EEO, Human Capital Management, Coaching, Change Management, New Hire Orientation
Education
Towson University 1995 — 1997
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Political Science, Mass Communications
Quince Orchard High School 1988 — 1990
Maryland High School Diploma, General
Ronald Averett Ronald Averett's Citi Experience June 1980 - December 1987
Job President and CEO, North America at AcceptEmail
Industry Financial Services
Experience
AcceptEmail July 2015 - Present
Softgate Systems, Inc 2007 - 2011
Princeton eCom March 1999 - July 2006
Chevy Chase Credit Cards April 1998 - December 1998
Advanta Credit Cards January 1988 - January 1998
Citi June 1980 - December 1987
Skills
Leadership, Management, Company Turn Around, Entrepreneurship, Acquisitions, Venture Capital, Strategy, Strategic Partnerships, Payments, Marketing Strategy, Start-ups, Mergers & Acquisitions, Sales, Product Management, Business Strategy, Electronic Payments, Marketing, Customer Retention, Vendor Management, B2B, SaaS, Business Development, Executive Management, Recruiting, Strategic Planning, Banking, Team Management, Cross-functional Team..., Financial Services, Credit Cards, E-commerce, Product Marketing, Analytics, Customer Acquisition, Salesforce.com, Lead Generation, Mobile Payments, CRM
Education
University of Alabama 1975 — 1978
BS
Troy University 1978 — 1980
MBA
AcceptEmail July 2015 - Present
Softgate Systems, Inc 2007 - 2011
Princeton eCom March 1999 - July 2006
Chevy Chase Credit Cards April 1998 - December 1998
Advanta Credit Cards January 1988 - January 1998
Citi June 1980 - December 1987
Skills
Leadership, Management, Company Turn Around, Entrepreneurship, Acquisitions, Venture Capital, Strategy, Strategic Partnerships, Payments, Marketing Strategy, Start-ups, Mergers & Acquisitions, Sales, Product Management, Business Strategy, Electronic Payments, Marketing, Customer Retention, Vendor Management, B2B, SaaS, Business Development, Executive Management, Recruiting, Strategic Planning, Banking, Team Management, Cross-functional Team..., Financial Services, Credit Cards, E-commerce, Product Marketing, Analytics, Customer Acquisition, Salesforce.com, Lead Generation, Mobile Payments, CRM
Education
University of Alabama 1975 — 1978
BS
Troy University 1978 — 1980
MBA
Susan Thomas Clark Susan Thomas Clark's Citi Experience January 1998 - January 2005
Job DUI Instructor and ADC Supervisee Callahan Counseling Services
Industry Mental Health Care
Experience
Callahan Counseling Services January 2012 - Present
Callahan Counseling Services December 2010 - October 2012
Bank of Charles Town January 2005 - January 2011
Citi January 1998 - January 2005
Skills
Treatment, Case Managment, Psychology, Networking, Group Work, Addiction Recovery, Sociology, Workshop Facilitation, Intakes, Referrals, Crisis Intervention, Human Resources, Interventions, Case Management, Group Therapy, Mental Health Counseling, Behavioral Health, Public Speaking, CBT, Community Outreach, Program Development, Nonprofits, Psychotherapy
Education
West Virginia University 2014 — 2017
Master of Social Work (MSW), Social Work
Towson University 1981 — 1985
Bachelor of Science (BS), Sociology and Anthropology
Callahan Counseling Services January 2012 - Present
Callahan Counseling Services December 2010 - October 2012
Bank of Charles Town January 2005 - January 2011
Citi January 1998 - January 2005
Skills
Treatment, Case Managment, Psychology, Networking, Group Work, Addiction Recovery, Sociology, Workshop Facilitation, Intakes, Referrals, Crisis Intervention, Human Resources, Interventions, Case Management, Group Therapy, Mental Health Counseling, Behavioral Health, Public Speaking, CBT, Community Outreach, Program Development, Nonprofits, Psychotherapy
Education
West Virginia University 2014 — 2017
Master of Social Work (MSW), Social Work
Towson University 1981 — 1985
Bachelor of Science (BS), Sociology and Anthropology
Laura Woodruff Laura Woodruff's Citi Experience July 2014 - May 2015
Job Mortgage Loan Processor Corporate Relocations at CITI BANK
Industry Banking
Experience
CITI BANK May 2015 - Present
Citi July 2014 - May 2015
Education
Truman State University 1991 — 1994
Bachelor's Degree, English
CITI BANK May 2015 - Present
Citi July 2014 - May 2015
Education
Truman State University 1991 — 1994
Bachelor's Degree, English
Alfred Lopez's Citi Experience February 2015 - July 2015
Job Infrastructure Architect at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank July 2015 - Present
Citi February 2015 - July 2015
Novartis November 2012 - February 2015
Capital One December 2011 - November 2012
Textron July 2007 - January 2012
Stratapult 2005 - 2007
United States Air Force February 1999 - June 2005
Skills
ITIL, Data Center, Service Delivery, Business Requirements, VMware Infrastructure, VMware ESX, Requirements Analysis, Operational Test &..., Server Architecture, RHEL, Enterprise Storage, Microsoft SQL Server, Six Sigma, Disaster Recovery, Business Continuity..., Project Management, Databases, Windows 7, Networking, Unix, Infrastructure, Operating Systems, IT Management, VMware, Business Process, Information Technology, SDLC, Technical Support, SharePoint, IT Service Management, Vendor Management, Software Documentation, Virtualization, Process Improvement, Troubleshooting, Strategy, IT Strategy, IT Operations, Enterprise Architecture, Analysis
Education
Trident University International 2004 — 2007
Master of Science (M.Sc.), Information Technology Management
Trident University International 2002 — 2004
Bachelor of Science (B.Sc.), Computer Science
Texas Capital Bank July 2015 - Present
Citi February 2015 - July 2015
Novartis November 2012 - February 2015
Capital One December 2011 - November 2012
Textron July 2007 - January 2012
Stratapult 2005 - 2007
United States Air Force February 1999 - June 2005
Skills
ITIL, Data Center, Service Delivery, Business Requirements, VMware Infrastructure, VMware ESX, Requirements Analysis, Operational Test &..., Server Architecture, RHEL, Enterprise Storage, Microsoft SQL Server, Six Sigma, Disaster Recovery, Business Continuity..., Project Management, Databases, Windows 7, Networking, Unix, Infrastructure, Operating Systems, IT Management, VMware, Business Process, Information Technology, SDLC, Technical Support, SharePoint, IT Service Management, Vendor Management, Software Documentation, Virtualization, Process Improvement, Troubleshooting, Strategy, IT Strategy, IT Operations, Enterprise Architecture, Analysis
Education
Trident University International 2004 — 2007
Master of Science (M.Sc.), Information Technology Management
Trident University International 2002 — 2004
Bachelor of Science (B.Sc.), Computer Science
Chunyi (Stephen) Li CFA FRM Chunyi (Stephen) Li CFA FRM's Citi Experience January 2015 - Present
Job SVP FX Portfolio Management in Citigroup
Industry Banking
Experience
Citi January 2015 - Present
Citi March 2013 - December 2014
Citi August 2011 - February 2013
中金公司 July 2004 - May 2008
Skills
Financial Modeling, Investments, Valuation, Capital Markets, Derivatives, FX Options, Fixed Income, Asset Management, Business Strategy, Emerging Markets, Treasury, Portfolio Management, Currency, FX trading
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, MBA
Tsinghua University 2000 — 2004
Bachelor, Accounting
Citi January 2015 - Present
Citi March 2013 - December 2014
Citi August 2011 - February 2013
中金公司 July 2004 - May 2008
Skills
Financial Modeling, Investments, Valuation, Capital Markets, Derivatives, FX Options, Fixed Income, Asset Management, Business Strategy, Emerging Markets, Treasury, Portfolio Management, Currency, FX trading
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, MBA
Tsinghua University 2000 — 2004
Bachelor, Accounting
Emeka Kanu Emeka Kanu's Citi Experience June 2015 - August 2015
Job MBA Candidate at The Tuck School of Business at Dartmouth
Industry Financial Services
Experience
KIPP NYC March 2014 - Present
Management Leadership for Tomorrow March 2014 - Present
Citi June 2015 - August 2015
Virtusa June 2013 - August 2014
KIPP Delta Public Schools June 2012 - June 2013
Teach For America June 2011 - June 2013
UBS Wealth Management January 2011 - May 2011
Metalogix Software January 2011 - January 2011
KIPP NYC May 2010 - August 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Trinity College-Hartford 2007 — 2011
BS, Economics
Milton Academy 2003 — 2007
KIPP NYC March 2014 - Present
Management Leadership for Tomorrow March 2014 - Present
Citi June 2015 - August 2015
Virtusa June 2013 - August 2014
KIPP Delta Public Schools June 2012 - June 2013
Teach For America June 2011 - June 2013
UBS Wealth Management January 2011 - May 2011
Metalogix Software January 2011 - January 2011
KIPP NYC May 2010 - August 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Trinity College-Hartford 2007 — 2011
BS, Economics
Milton Academy 2003 — 2007
Kevin Dodd Kevin Dodd's Citi Experience August 1998 - October 2009
Job Area account manager at NextGear Capital
Industry Information Technology and Services
Experience
NextGear Capital June 2011 - Present
DataFile Technologies June 2010 - February 2012
Citi August 1998 - October 2009
citi August 1998 - October 2009
Wells Fargo Financial February 1989 - July 1998
Education
Truman State University 1983 — 1987
BS, Finance and accounting
NextGear Capital June 2011 - Present
DataFile Technologies June 2010 - February 2012
Citi August 1998 - October 2009
citi August 1998 - October 2009
Wells Fargo Financial February 1989 - July 1998
Education
Truman State University 1983 — 1987
BS, Finance and accounting
Tim Everist Tim Everist's Citi Experience October 2002 - May 2005
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
U.S. Bank March 2013 - August 2014
JPMorgan Chase 2009 - 2012
Parking Management Systems March 2008 - June 2009
Washington Mutual January 2006 - March 2008
Citi October 2002 - May 2005
Skills
Banking, Call Centers, Default, FHA, Foreclosures, Loans, Loss Mitigation, Mortgage Lending, Loan Origination, USDA, Credit, Customer Service, Management, Mortgage Banking, Risk Management, Short Sales
Education
Trinity Baptist College 2002 — 2009
Bachelor of Science (B.S.), Church Ministries
Wells Fargo Home Mortgage August 2014 - Present
U.S. Bank March 2013 - August 2014
JPMorgan Chase 2009 - 2012
Parking Management Systems March 2008 - June 2009
Washington Mutual January 2006 - March 2008
Citi October 2002 - May 2005
Skills
Banking, Call Centers, Default, FHA, Foreclosures, Loans, Loss Mitigation, Mortgage Lending, Loan Origination, USDA, Credit, Customer Service, Management, Mortgage Banking, Risk Management, Short Sales
Education
Trinity Baptist College 2002 — 2009
Bachelor of Science (B.S.), Church Ministries
Jonathon Brindley Jonathon Brindley's Citi Experience July 2013 - April 2014
Job Administrative Assistant II for CareMore
Industry Insurance
Experience
CareMore Health Plan April 2014 - Present
Citi July 2013 - April 2014
St. Francis de Sales Parish June 2011 - July 2013
Old Navy July 2009 - June 2011
Bank of America June 2008 - June 2009
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Microsoft Excel, Outlook, Leadership, Social Media, Data Entry, Community Outreach, Mortgage Lending, Team Building, Training, Time Management, Teamwork
Education
Trinity College of the Bible and Trinity Theological Seminary 2012 — 2013
Bachelor of Arts (B.A.), Religious Studies
University of Arizona 2012 — 2012
Transfer, Cross Categorical Special Education
Sabino High School 2004 — 2008
Diploma, General Studies
CareMore Health Plan April 2014 - Present
Citi July 2013 - April 2014
St. Francis de Sales Parish June 2011 - July 2013
Old Navy July 2009 - June 2011
Bank of America June 2008 - June 2009
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Microsoft Excel, Outlook, Leadership, Social Media, Data Entry, Community Outreach, Mortgage Lending, Team Building, Training, Time Management, Teamwork
Education
Trinity College of the Bible and Trinity Theological Seminary 2012 — 2013
Bachelor of Arts (B.A.), Religious Studies
University of Arizona 2012 — 2012
Transfer, Cross Categorical Special Education
Sabino High School 2004 — 2008
Diploma, General Studies
Huaxin Lu Huaxin Lu's Citi Experience August 2012 - Present
Job Associate at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Haas School of Business March 2011 - March 2012
Citi October 2011 - December 2011
Texas Instruments January 2007 - March 2011
RFMD June 2005 - September 2005
Skills
Matlab, Bloomberg, Financial Modeling, Trading, Analysis, Semiconductors, Quantitative Analytics, C++, Valuation, Derivatives
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Financial Engineering
University of California, San Diego 2002 — 2006
M.S and Ph.D, Electrical Engineering
Tsinghua University 1998 — 2002
B.S., Electrical Engineering
Suzhou High school 1995 — 1998
Citi August 2012 - Present
Haas School of Business March 2011 - March 2012
Citi October 2011 - December 2011
Texas Instruments January 2007 - March 2011
RFMD June 2005 - September 2005
Skills
Matlab, Bloomberg, Financial Modeling, Trading, Analysis, Semiconductors, Quantitative Analytics, C++, Valuation, Derivatives
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Financial Engineering
University of California, San Diego 2002 — 2006
M.S and Ph.D, Electrical Engineering
Tsinghua University 1998 — 2002
B.S., Electrical Engineering
Suzhou High school 1995 — 1998
J Brian May J Brian May's Citi Experience August 2004 - August 2012
Job Program advisor
Industry Financial Services
Experience
Mercedes-Benz Financial Services USA LLC September 2014 - Present
Edward Jones January 2014 - March 2014
Chase August 2012 - January 2014
JPMorgan Chase August 2012 - January 2014
Chase August 2012 - December 2013
Citi August 2004 - August 2012
Skills
Credit, Mortgage Lending, Loans, FHA, Loan Origination, Mortgage Banking, VA loans, Residential Mortgages, FHA financing, Real Estate Financing, Funding, Real Estate, Underwriting, Finance, Credit Analysis, Government Loans, Consumer Lending, Investment Properties, Financial Services, First Time Home Buyers, Financial Analysis, FHA Financing, VA Loans
Education
Trinity Baptist College 1992 — 1997
Bachelor of Arts (B.A.), Pastoral Theology
River Road High School 1986 — 1987
Mercedes-Benz Financial Services USA LLC September 2014 - Present
Edward Jones January 2014 - March 2014
Chase August 2012 - January 2014
JPMorgan Chase August 2012 - January 2014
Chase August 2012 - December 2013
Citi August 2004 - August 2012
Skills
Credit, Mortgage Lending, Loans, FHA, Loan Origination, Mortgage Banking, VA loans, Residential Mortgages, FHA financing, Real Estate Financing, Funding, Real Estate, Underwriting, Finance, Credit Analysis, Government Loans, Consumer Lending, Investment Properties, Financial Services, First Time Home Buyers, Financial Analysis, FHA Financing, VA Loans
Education
Trinity Baptist College 1992 — 1997
Bachelor of Arts (B.A.), Pastoral Theology
River Road High School 1986 — 1987
Deirdre Ives's Citi Experience September 2009 - July 2011
Job Managing Director at Citi Prepaid Services
Industry Banking
Experience
Citi Prepaid Services March 2013 - Present
Citibank March 2011 - March 2013
Citi September 2009 - July 2011
Citibank February 2006 - September 2009
ACH & Funds Transfer Product Mgr August 2003 - January 2006
Skills
Product Management, Project Management, Analysis, Analytics, Banking, Financial Services, Leadership, Management, Mergers & Acquisitions, Outsourcing, Payments, Product Development, Strategic Partnerships, Strategy, Credit Cards
Education
Trinity College-Hartford 1985 — 1989
BA, Political Science
Citi Prepaid Services March 2013 - Present
Citibank March 2011 - March 2013
Citi September 2009 - July 2011
Citibank February 2006 - September 2009
ACH & Funds Transfer Product Mgr August 2003 - January 2006
Skills
Product Management, Project Management, Analysis, Analytics, Banking, Financial Services, Leadership, Management, Mergers & Acquisitions, Outsourcing, Payments, Product Development, Strategic Partnerships, Strategy, Credit Cards
Education
Trinity College-Hartford 1985 — 1989
BA, Political Science
Elena Gibson's Citi Experience March 2013 - Present
Job
Industry Staffing and Recruiting
Experience
Citi March 2013 - Present
Skills
Onboarding, Recruiting, Management, Family Law, Applicant Tracking..., Modifications, Talent Acquisition, Customer Service, Talent Management, Internet Recruiting, Technical Recruiting, Employee Relations, Coaching, Negotiation, Performance Management
Education
Truman State University 1998 — 2002
Bachelor's degree
Citi March 2013 - Present
Skills
Onboarding, Recruiting, Management, Family Law, Applicant Tracking..., Modifications, Talent Acquisition, Customer Service, Talent Management, Internet Recruiting, Technical Recruiting, Employee Relations, Coaching, Negotiation, Performance Management
Education
Truman State University 1998 — 2002
Bachelor's degree
Jiang Lin's Citi Experience December 2008 - Present
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Citi December 2008 - Present
Agile Computer Technologies Corp December 2004 - Present
GSI Commerce April 2007 - November 2008
Vanguard October 2004 - April 2007
Federal Reserve Bank of Philadelphia July 2003 - October 2004
Vanguard August 2000 - June 2003
Verizon Communications February 1997 - July 2000
Skills
Spring, SOA, Java Enterprise Edition, Agile Methodologies, Weblogic, JMS, JSP, Java, Hibernate, Ant, SDLC, Web Services, Tomcat, Oracle, SOAP, SQL, Websphere, REST, Eclipse, Maven
Education
Villanova University 1995 — 1997
Tsinghua University 1983 — 1988
B.S., Automation
Citi December 2008 - Present
Agile Computer Technologies Corp December 2004 - Present
GSI Commerce April 2007 - November 2008
Vanguard October 2004 - April 2007
Federal Reserve Bank of Philadelphia July 2003 - October 2004
Vanguard August 2000 - June 2003
Verizon Communications February 1997 - July 2000
Skills
Spring, SOA, Java Enterprise Edition, Agile Methodologies, Weblogic, JMS, JSP, Java, Hibernate, Ant, SDLC, Web Services, Tomcat, Oracle, SOAP, SQL, Websphere, REST, Eclipse, Maven
Education
Villanova University 1995 — 1997
Tsinghua University 1983 — 1988
B.S., Automation
Tom Barnowski's Citi Experience October 2012 - October 2014
Job Financial Analytics Manager at Scottrade
Industry Banking
Experience
Scottrade October 2014 - Present
Citi October 2012 - October 2014
MasterCard October 2011 - October 2012
CitiMortgage January 2010 - October 2011
Citicorp Mortgage November 2007 - January 2010
BKD August 2005 - November 2007
Skills
Financial Analysis, Financial Modeling, Budgets, Analysis, Financial Reporting, Finance, Variance Analysis, Auditing, Strategic Planning, Microsoft Excel, Due Diligence, Business Strategy, Leadership, Analytics, Business Process..., Management, Pricing, Forecasting, Business Valuation, Benefit Cost Analysis, Cost Accounting, Project Management, Microsoft Office, Business Analysis, Managerial Finance, Accounting, Data Analysis, Valuation, US GAAP, Cash Flow, Financial Forecasting, Essbase, Competitive Analysis, Mortgage Lending, QuickBooks
Education
Truman State University 2004 — 2005
Masters of Accountancy, Accounting
Truman State University 2000 — 2004
Bachelors of Science, Accounting
Vianney High School 1996 — 2000
Scottrade October 2014 - Present
Citi October 2012 - October 2014
MasterCard October 2011 - October 2012
CitiMortgage January 2010 - October 2011
Citicorp Mortgage November 2007 - January 2010
BKD August 2005 - November 2007
Skills
Financial Analysis, Financial Modeling, Budgets, Analysis, Financial Reporting, Finance, Variance Analysis, Auditing, Strategic Planning, Microsoft Excel, Due Diligence, Business Strategy, Leadership, Analytics, Business Process..., Management, Pricing, Forecasting, Business Valuation, Benefit Cost Analysis, Cost Accounting, Project Management, Microsoft Office, Business Analysis, Managerial Finance, Accounting, Data Analysis, Valuation, US GAAP, Cash Flow, Financial Forecasting, Essbase, Competitive Analysis, Mortgage Lending, QuickBooks
Education
Truman State University 2004 — 2005
Masters of Accountancy, Accounting
Truman State University 2000 — 2004
Bachelors of Science, Accounting
Vianney High School 1996 — 2000
Barry Zeller's Citi Experience September 2012 - July 2014
Job Vice President Program Manager at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services July 2014 - Present
Citi September 2012 - July 2014
JP Morgan Chase March 2005 - September 2012
Skills
Business Strategy, SDLC, Project Management, Software Development, Training, Vendor Management, Requirements Analysis, Human Resources, Business Analysis
Education
Troy University in Montgomery 1985 — 1989
Computer and Information Sciences, General
Black Knight Financial Services July 2014 - Present
Citi September 2012 - July 2014
JP Morgan Chase March 2005 - September 2012
Skills
Business Strategy, SDLC, Project Management, Software Development, Training, Vendor Management, Requirements Analysis, Human Resources, Business Analysis
Education
Troy University in Montgomery 1985 — 1989
Computer and Information Sciences, General
Jason Castaneda's Citi Experience May 2011 - June 2015
Job Project Manager at University of Kansas Medical Center
Industry Financial Services
Experience
University of Kansas Medical Center September 2015 - Present
Citi May 2011 - June 2015
Citi October 2007 - May 2011
Citi May 2005 - 2007
Citi May 2000 - May 2005
Chase August 1998 - January 2000
Skills
Cross-functional Team..., Program Management, Management, Project Management, Training, Team Leadership, Coaching, New Business Development, Customer Experience, Customer Service, Vendor Management, Process Improvement, Business Analysis, Sales, Leadership, CRM, Customer Satisfaction, Project Planning, PMO, Strategic Planning, Human Resources, SharePoint, Strategy, Credit Cards, Financial Services, Banking, Change Management, Team Building, Microsoft Office, Business Process..., Requirements Gathering, Call Centers, Analysis, Credit, Relationship Management, Operations Management, Business Requirements
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Truman State University 1991 — 1993
University of Kansas Medical Center September 2015 - Present
Citi May 2011 - June 2015
Citi October 2007 - May 2011
Citi May 2005 - 2007
Citi May 2000 - May 2005
Chase August 1998 - January 2000
Skills
Cross-functional Team..., Program Management, Management, Project Management, Training, Team Leadership, Coaching, New Business Development, Customer Experience, Customer Service, Vendor Management, Process Improvement, Business Analysis, Sales, Leadership, CRM, Customer Satisfaction, Project Planning, PMO, Strategic Planning, Human Resources, SharePoint, Strategy, Credit Cards, Financial Services, Banking, Change Management, Team Building, Microsoft Office, Business Process..., Requirements Gathering, Call Centers, Analysis, Credit, Relationship Management, Operations Management, Business Requirements
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Truman State University 1991 — 1993
Jie (Jay) Liu's Citi Experience January 2008 - July 2014
Job VP, Risk Modeler at Chase
Industry Financial Services
Experience
Chase 2014 - Present
Citi January 2008 - July 2014
HSBC May 2006 - January 2008
Skills
Risk Analytics, Credit Cards, Risk Management, Credit Risk, Basel II, Portfolio Management, Financial Risk, Credit Analysis, Credit, Operational Risk, Quantitative Analytics, Finance, Financial Services, Financial Modeling, Banking, Analysis
Education
University of Rochester
Master of Arts (MA), Economcis
Tsinghua University
Master's degree, Applied Mathematics
Tsinghua University
Bachelor's degree, Engineering
Chase 2014 - Present
Citi January 2008 - July 2014
HSBC May 2006 - January 2008
Skills
Risk Analytics, Credit Cards, Risk Management, Credit Risk, Basel II, Portfolio Management, Financial Risk, Credit Analysis, Credit, Operational Risk, Quantitative Analytics, Finance, Financial Services, Financial Modeling, Banking, Analysis
Education
University of Rochester
Master of Arts (MA), Economcis
Tsinghua University
Master's degree, Applied Mathematics
Tsinghua University
Bachelor's degree, Engineering
Ed Job's Citi Experience July 2004 - July 2006
Job Chief Operating Officer at Gibraltar Capital
Industry Banking
Experience
Gibraltar Capital Advance, LLC 2014 - Present
Rewards Network December 2007 - July 2013
Smith Rothchild Financial August 2006 - October 2007
Citi July 2004 - July 2006
Citi March 2002 - June 2004
Citi January 2000 - February 2002
Associates First Capital July 1996 - December 1999
Citicorp Mortgage August 1991 - June 1996
Skills
Credit Risk, Credit, Credit Analysis, Loans, Banking, Portfolio Management, Risk Management, Underwriting, Financial Modeling, Financial Analysis, Financial Services, Mortgage Lending, Corporate Finance, Financial Risk, Operational Risk..., Relationship Management, Credit Cards, Analytics, Due Diligence, Strategic Financial...
Education
Washington University in St. Louis - Olin Business School
MBA
Truman State University
BS/BA, Business
Gibraltar Capital Advance, LLC 2014 - Present
Rewards Network December 2007 - July 2013
Smith Rothchild Financial August 2006 - October 2007
Citi July 2004 - July 2006
Citi March 2002 - June 2004
Citi January 2000 - February 2002
Associates First Capital July 1996 - December 1999
Citicorp Mortgage August 1991 - June 1996
Skills
Credit Risk, Credit, Credit Analysis, Loans, Banking, Portfolio Management, Risk Management, Underwriting, Financial Modeling, Financial Analysis, Financial Services, Mortgage Lending, Corporate Finance, Financial Risk, Operational Risk..., Relationship Management, Credit Cards, Analytics, Due Diligence, Strategic Financial...
Education
Washington University in St. Louis - Olin Business School
MBA
Truman State University
BS/BA, Business
Jeff Klee's Citi Experience May 2006 - February 2011
Job Compliance Manager
Industry Financial Services
Experience
JH Capital Group April 2015 - Present
Regional Adjustment Bureau February 2011 - April 2015
Citi May 2006 - February 2011
NovaStar Mortgage January 2004 - May 2006
California Casualty Management Company August 2000 - December 2003
Skills
Mortgage Lending, Credit, Loans, Risk Management, Financial Risk, Credit Risk, Financial Services, Credit Analysis, Credit Cards, Leadership, Finance, Portfolio Management, Banking, Consumer Lending, Process Improvement, Executive Management, Management, Analysis, Team Building
Education
Truman State University 1995 — 2000
Bachelor of Science, Exercise Science
JH Capital Group April 2015 - Present
Regional Adjustment Bureau February 2011 - April 2015
Citi May 2006 - February 2011
NovaStar Mortgage January 2004 - May 2006
California Casualty Management Company August 2000 - December 2003
Skills
Mortgage Lending, Credit, Loans, Risk Management, Financial Risk, Credit Risk, Financial Services, Credit Analysis, Credit Cards, Leadership, Finance, Portfolio Management, Banking, Consumer Lending, Process Improvement, Executive Management, Management, Analysis, Team Building
Education
Truman State University 1995 — 2000
Bachelor of Science, Exercise Science
Will Prochazka's Citi Experience 2008 - 2009
Job Head Coach at Pipeline Soccer Club
Industry Financial Services
Experience
Absolute Tech Solutions June 2013 - Present
Pipeline Soccer Club January 2013 - Present
Ascend One November 2009 - Present
Citi 2008 - 2009
Accountemps 2007 - 2007
Skills
Mortgage Lending, Strategic Planning, Financial Analysis, Insurance, Strategic Financial..., Sales Management, Account Management, Finance, Banking, Business Development, Process Improvement, Financial Services, Risk Management, Leadership, Portfolio Management, Analysis, Strategy, Management, Business Process..., Business Analysis, Analytics, New Business Development, CRM, Business Strategy, Program Management, Start-ups, Sales, Financial Planning
Education
Towson University 2014 — 2016
Master's Degree, Information Technology
University of Maryland College Park 1995 — 2000
Bachelor of Science (B.S.), Mathematics
Overlea High School 1991 — 1995
High School
Absolute Tech Solutions June 2013 - Present
Pipeline Soccer Club January 2013 - Present
Ascend One November 2009 - Present
Citi 2008 - 2009
Accountemps 2007 - 2007
Skills
Mortgage Lending, Strategic Planning, Financial Analysis, Insurance, Strategic Financial..., Sales Management, Account Management, Finance, Banking, Business Development, Process Improvement, Financial Services, Risk Management, Leadership, Portfolio Management, Analysis, Strategy, Management, Business Process..., Business Analysis, Analytics, New Business Development, CRM, Business Strategy, Program Management, Start-ups, Sales, Financial Planning
Education
Towson University 2014 — 2016
Master's Degree, Information Technology
University of Maryland College Park 1995 — 2000
Bachelor of Science (B.S.), Mathematics
Overlea High School 1991 — 1995
High School
Zhe DI's Citi Experience July 2012 - April 2014
Job Quantitative Developer
Industry Financial Services
Experience
Bank of America May 2014 - Present
Citi July 2012 - April 2014
Imagine Software April 2011 - July 2012
Komico LLC March 2010 - April 2011
Quantitative Risk Management June 2007 - March 2010
Skills
C++, C#, Python, SQL, Linux, Algorithms, Commodity, Derivatives, Distributed Systems, Equities, High Frequency Trading, Market Data, Multithreading, Options, Options Strategies, Matlab, Trading
Education
The University of Chicago 2008 — 2011
MS, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2007
PhD, Mechanical Engineering
University of Illinois at Urbana-Champaign 2005 — 2006
MS, Applied Mathematics
Tsinghua University 1993 — 2001
MS+BS, thermal engineering
Tsinghua Middle school 1990 — 1993
Bank of America May 2014 - Present
Citi July 2012 - April 2014
Imagine Software April 2011 - July 2012
Komico LLC March 2010 - April 2011
Quantitative Risk Management June 2007 - March 2010
Skills
C++, C#, Python, SQL, Linux, Algorithms, Commodity, Derivatives, Distributed Systems, Equities, High Frequency Trading, Market Data, Multithreading, Options, Options Strategies, Matlab, Trading
Education
The University of Chicago 2008 — 2011
MS, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2007
PhD, Mechanical Engineering
University of Illinois at Urbana-Champaign 2005 — 2006
MS, Applied Mathematics
Tsinghua University 1993 — 2001
MS+BS, thermal engineering
Tsinghua Middle school 1990 — 1993
Daniel Picard's Citi Experience July 2006 - January 2007
Job Investment Management
Industry Financial Services
Experience
Franklin Square Capital Partners June 2012 - Present
Barclays January 2007 - January 2012
Citi July 2006 - January 2007
Citi July 2004 - July 2006
GreenPoint Mortgage July 2003 - July 2004
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts, Economics
Franklin Square Capital Partners June 2012 - Present
Barclays January 2007 - January 2012
Citi July 2006 - January 2007
Citi July 2004 - July 2006
GreenPoint Mortgage July 2003 - July 2004
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts, Economics
Artavus Austin's Citi Experience March 2009 - October 2010
Job Experienced Lending Consultant
Industry Banking
Experience
Citi March 2009 - October 2010
Ace Mortgage Funding March 2002 - May 2008
Education
Truman State University 1991 — 1995
Business Finance
Citi March 2009 - October 2010
Ace Mortgage Funding March 2002 - May 2008
Education
Truman State University 1991 — 1995
Business Finance
Robert Kroupa's Citi Experience February 2001 - Present
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citi February 2001 - Present
Education
Towson University
Citi February 2001 - Present
Education
Towson University
Donna Postilion's Citi Experience Product DevelopmentHarris Bank1976 - 2000
Job VP at Citi
Industry Information Technology and Services
Experience
Citi Product DevelopmentHarris Bank1976 - 2000
Education
Triton-College
Citi Product DevelopmentHarris Bank1976 - 2000
Education
Triton-College
Li Wei's Citi Experience July 2008 - March 2010
Job Managing Director at CITIC Securities
Industry Financial Services
Experience
CITIC Securities January 2013 - Present
Deutsche Bank 2010 - 2012
Citi July 2008 - March 2010
NYSE February 2002 - July 2008
Iowa State University January 2000 - January 2002
University of Utah August 1997 - January 2000
Skills
Equities, Derivatives, Electronic Trading, Financial Modeling, Valuation, Investment Banking, Market Data, Securities, Emerging Markets, Commodity, Financial Analysis, Quantitative Finance, Credit Derivatives, Quantitative Analytics, Market Risk, FX Options, Bonds
Education
University of Utah - David Eccles School of Business 1995 — 2000
Doctor of Philosophy (Ph.D.), Finance and Financial Management Services
Tsinghua University 1987 — 1992
Bachelor of Science (BS), Management Information Systems, General
CITIC Securities January 2013 - Present
Deutsche Bank 2010 - 2012
Citi July 2008 - March 2010
NYSE February 2002 - July 2008
Iowa State University January 2000 - January 2002
University of Utah August 1997 - January 2000
Skills
Equities, Derivatives, Electronic Trading, Financial Modeling, Valuation, Investment Banking, Market Data, Securities, Emerging Markets, Commodity, Financial Analysis, Quantitative Finance, Credit Derivatives, Quantitative Analytics, Market Risk, FX Options, Bonds
Education
University of Utah - David Eccles School of Business 1995 — 2000
Doctor of Philosophy (Ph.D.), Finance and Financial Management Services
Tsinghua University 1987 — 1992
Bachelor of Science (BS), Management Information Systems, General
Dan Winograd's Citi Experience April 2007 - December 2008
Job Director of Audit at Nidec Americas Holding Company
Industry Accounting
Experience
Nidec America Holdings Company April 2012 - Present
FTL Capital Partners May 2011 - August 2012
Ingersoll Rand January 2010 - May 2011
Ingersoll Rand April 2009 - May 2011
Bend the Curve Management Consulting February 2009 - October 2009
Citi April 2007 - December 2008
Emerson Process Management 2005 - 2007
Emerson Electric 2001 - 2005
Andersen 1998 - 2001
RubinBrown LLP 1995 - 1998
Skills
Process Improvement, Sarbanes-Oxley Act, Internal Controls, Forecasting, Accounting, Finance, Financial Reporting, Auditing, Internal Audit, Management, Capacity Planning, SEC Financial Reporting, ERP integrations, Working Capital..., Mergers & Acquisitions, financial projection, financial modeling, Financial Analysis, cost accounting, Strategic Planning, Planning Budgeting &...
Education
Truman State University 1990 — 1995
BS, Accounting and Business Administration
Parkway North 1987 — 1990
Nidec America Holdings Company April 2012 - Present
FTL Capital Partners May 2011 - August 2012
Ingersoll Rand January 2010 - May 2011
Ingersoll Rand April 2009 - May 2011
Bend the Curve Management Consulting February 2009 - October 2009
Citi April 2007 - December 2008
Emerson Process Management 2005 - 2007
Emerson Electric 2001 - 2005
Andersen 1998 - 2001
RubinBrown LLP 1995 - 1998
Skills
Process Improvement, Sarbanes-Oxley Act, Internal Controls, Forecasting, Accounting, Finance, Financial Reporting, Auditing, Internal Audit, Management, Capacity Planning, SEC Financial Reporting, ERP integrations, Working Capital..., Mergers & Acquisitions, financial projection, financial modeling, Financial Analysis, cost accounting, Strategic Planning, Planning Budgeting &...
Education
Truman State University 1990 — 1995
BS, Accounting and Business Administration
Parkway North 1987 — 1990
Gerald B. Dubey's Citi Experience May 1989 - April 2009
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
Citi May 1989 - April 2009
Drexel Burnham Lambert April 1971 - July 1987
Education
Tufts University 1966 — 1970
English
Kingswood School 1962 — 1966
UBS Wealth Management April 2009 - Present
Citi May 1989 - April 2009
Drexel Burnham Lambert April 1971 - July 1987
Education
Tufts University 1966 — 1970
English
Kingswood School 1962 — 1966
Rima Doshi Parikh's Citi Experience August 2014 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Citi August 2014 - Present
Duff & Phelps March 2013 - June 2014
AVM LP/III Associates January 2012 - October 2012
Lyster Watson & Company December 1996 - December 2011
PaineWebber 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Due Diligence, Fund Structuring, Operational Risk, Operations Research, Fund Administration, Fund Accounting, Financial Structuring, Investor Relations, Operational Due..., Trading, Investment Banking
Education
Trinity College-Hartford 1992 — 1996
BS, Chemistry
Citi August 2014 - Present
Duff & Phelps March 2013 - June 2014
AVM LP/III Associates January 2012 - October 2012
Lyster Watson & Company December 1996 - December 2011
PaineWebber 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Due Diligence, Fund Structuring, Operational Risk, Operations Research, Fund Administration, Fund Accounting, Financial Structuring, Investor Relations, Operational Due..., Trading, Investment Banking
Education
Trinity College-Hartford 1992 — 1996
BS, Chemistry
Becky Eckrich's Citi Experience January 2011 - Present
Job Sr. Manager at Citi Group
Industry Information Technology and Services
Experience
Citi January 2011 - Present
Anheuser-Busch InBev December 2009 - May 2010
Anheuser-Busch Companies, Inc. February 2008 - November 2009
Anheuser-Busch Companies, Inc. September 2001 - January 2008
Accenture February 1998 - August 2001
Skills
Change Management, Process Improvement, SDLC, Business Objects, Business Analysis, Business Intelligence, Leadership, Visio, Vendor Management, Testing, Project Management, ITIL, Business Process..., Disaster Recovery, SharePoint, Software Development
Education
Truman State University 1994 — 1997
B.A., Psychology, Communications
Truman State University
Citi January 2011 - Present
Anheuser-Busch InBev December 2009 - May 2010
Anheuser-Busch Companies, Inc. February 2008 - November 2009
Anheuser-Busch Companies, Inc. September 2001 - January 2008
Accenture February 1998 - August 2001
Skills
Change Management, Process Improvement, SDLC, Business Objects, Business Analysis, Business Intelligence, Leadership, Visio, Vendor Management, Testing, Project Management, ITIL, Business Process..., Disaster Recovery, SharePoint, Software Development
Education
Truman State University 1994 — 1997
B.A., Psychology, Communications
Truman State University
Hanpeng HP Dong's Citi Experience 2013 - 2015
Job Risk Management/Audit
Industry Financial Services
Experience
Citigroup October 2013 - Present
Citi 2013 - 2015
Barclays Capital November 2011 - October 2013
Deloitte FAS LLP August 2006 - November 2011
Skills
Business Valuation, Financial Risk, Auditing, Valuation, Financial Modeling, Corporate Finance, Financial Services, Mergers & Acquisitions, Financial Analysis, Management, Equities
Education
Tsinghua University
BS, Chemical Engineering
University of Delaware
PhD, Materials S&E
University of Rochester
MBA, Finance
Citigroup October 2013 - Present
Citi 2013 - 2015
Barclays Capital November 2011 - October 2013
Deloitte FAS LLP August 2006 - November 2011
Skills
Business Valuation, Financial Risk, Auditing, Valuation, Financial Modeling, Corporate Finance, Financial Services, Mergers & Acquisitions, Financial Analysis, Management, Equities
Education
Tsinghua University
BS, Chemical Engineering
University of Delaware
PhD, Materials S&E
University of Rochester
MBA, Finance
Liang Gu's Citi Experience January 2010 - December 2013
Job Research Scientist Manager at Nuance Communications
Industry Research
Experience
Nuance Communications January 2014 - Present
Citi January 2010 - December 2013
IBM Research February 2002 - August 2008
IBM 2002 - 2008
Bell Labs 2000 - 2000
Skills
Data Mining, Machine Learning, Trading, Algorithms, Artificial Intelligence, C++, Pattern Recognition, Equity Research, Software Development, Computer Science
Education
Tsinghua University
Nuance Communications January 2014 - Present
Citi January 2010 - December 2013
IBM Research February 2002 - August 2008
IBM 2002 - 2008
Bell Labs 2000 - 2000
Skills
Data Mining, Machine Learning, Trading, Algorithms, Artificial Intelligence, C++, Pattern Recognition, Equity Research, Software Development, Computer Science
Education
Tsinghua University
Tony Lutz's Citi Experience January 2010 - Present
Job Global Leader of Contact Center Applications at Citi
Industry Financial Services
Experience
Citi January 2010 - Present
Citi January 2008 - January 2010
CitiFinancial September 2004 - January 2008
CitiFinancial September 2001 - September 2004
Visa July 1995 - September 2000
State Street Bank November 1990 - July 1995
JWP Information Systems (Now Arrow) October 1988 - November 1990
JWP Information Systems (Now Arrow) September 1987 - October 1988
Symtech December 1985 - September 1987
Skills
Vendor Management, Contact Center Strategy, Global Operations, IT Transformation, Business Process..., Service Delivery, Contract Negotiation, Telecommunications, IT Strategy, Solution Architecture, Offshoring, Credit Cards, Call Center, Managed Services, Cross-functional Team..., Risk Management, Call Centers, Leadership, Business Analysis, Outsourcing, Unified Communications, CTI, Telephony, Program Management, VoIP, SaaS, IVR, Solution Selling, Contact Centers, Disaster Recovery, Avaya, ACD, Data Center, Integration, IT Management, IT Service Management, Customer Experience, Cloud Computing, Avaya Technologies
Education
Towson University
Citi January 2010 - Present
Citi January 2008 - January 2010
CitiFinancial September 2004 - January 2008
CitiFinancial September 2001 - September 2004
Visa July 1995 - September 2000
State Street Bank November 1990 - July 1995
JWP Information Systems (Now Arrow) October 1988 - November 1990
JWP Information Systems (Now Arrow) September 1987 - October 1988
Symtech December 1985 - September 1987
Skills
Vendor Management, Contact Center Strategy, Global Operations, IT Transformation, Business Process..., Service Delivery, Contract Negotiation, Telecommunications, IT Strategy, Solution Architecture, Offshoring, Credit Cards, Call Center, Managed Services, Cross-functional Team..., Risk Management, Call Centers, Leadership, Business Analysis, Outsourcing, Unified Communications, CTI, Telephony, Program Management, VoIP, SaaS, IVR, Solution Selling, Contact Centers, Disaster Recovery, Avaya, ACD, Data Center, Integration, IT Management, IT Service Management, Customer Experience, Cloud Computing, Avaya Technologies
Education
Towson University
Christopher Dulatt's Citi Experience January 2002 - Present
Job Operations Manager at Citi Group
Industry Banking
Experience
Citi January 2002 - Present
Education
Truman State University 1995 — 1998
B.A., History
Citi January 2002 - Present
Education
Truman State University 1995 — 1998
B.A., History
Aine Leddy's Citi Experience July 2011 - Present
Job Director at Citi Group
Industry Financial Services
Experience
Citi July 2011 - Present
Morgan Stanley March 1989 - July 2011
Education
Trinity College Dublin
Citi July 2011 - Present
Morgan Stanley March 1989 - July 2011
Education
Trinity College Dublin
John McCambridge's Citi Experience January 2014 - Present
Job
Industry Research
Experience
Citi January 2014 - Present
YouGov October 2012 - December 2013
YouGov November 2011 - September 2012
YouGov October 2010 - October 2011
Westminster City Council June 2009 - September 2009
RevaHealth October 2008 - December 2008
Economic and Social Research Institute (ESRI) July 2007 - April 2008
Google July 2006 - October 2006
Skills
Statistics, Data Analysis, SPSS, R, Qualitative Research, Quantitative Analytics, Quantitative Research
Education
University of Cambridge 2009 — 2010
MPhil
Trinity College Dublin 2003 — 2008
BA
Citi January 2014 - Present
YouGov October 2012 - December 2013
YouGov November 2011 - September 2012
YouGov October 2010 - October 2011
Westminster City Council June 2009 - September 2009
RevaHealth October 2008 - December 2008
Economic and Social Research Institute (ESRI) July 2007 - April 2008
Google July 2006 - October 2006
Skills
Statistics, Data Analysis, SPSS, R, Qualitative Research, Quantitative Analytics, Quantitative Research
Education
University of Cambridge 2009 — 2010
MPhil
Trinity College Dublin 2003 — 2008
BA
Takishea Hunte's Citi Experience August 2011 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Citi August 2009 - December 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2004 - September 2008
Lehman Brothers January 2000 - April 2004
Skills
Fixed Income, Nonprofits, Recruiting, Performance Management, Talent Management, Project Management, Vendor Management, Onboarding, Program Management, Training, Derivatives, Employee Relations, Equities, Human Resources, Time Management
Education
Towson University 1995 — 1999
BA, Sociology with an emphasis in Corrections
Citi August 2011 - Present
Citi August 2009 - December 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2004 - September 2008
Lehman Brothers January 2000 - April 2004
Skills
Fixed Income, Nonprofits, Recruiting, Performance Management, Talent Management, Project Management, Vendor Management, Onboarding, Program Management, Training, Derivatives, Employee Relations, Equities, Human Resources, Time Management
Education
Towson University 1995 — 1999
BA, Sociology with an emphasis in Corrections
Pradyumna Dhakal's Citi Experience October 2007 - August 2010
Job Business Analyst
Industry Information Technology and Services
Experience
Pioneer Natural Resources Company March 2012 - Present
Citi October 2007 - August 2010
Target November 2006 - May 2007
Skills
Business Analytics, Predictive Analytics, Business Intelligence, Business Analysis, Data Analysis, Data Modeling, Data Warehousing, SQL, Integration, Requirements Gathering, Requirements Analysis, SDLC, PMP, Software Project..., Visio, Database Design, ERP, SharePoint, Consulting, System Design
Education
Texas A&M University 2014 — 2016
MS in Analytics
The University of Texas at Dallas - School of Management 2010 — 2011
Master of Science (M.S.), Information Technology and Management
Truman State University 2004 — 2006
Bachelor of Science (B.S.), Business Administration
Pioneer Natural Resources Company March 2012 - Present
Citi October 2007 - August 2010
Target November 2006 - May 2007
Skills
Business Analytics, Predictive Analytics, Business Intelligence, Business Analysis, Data Analysis, Data Modeling, Data Warehousing, SQL, Integration, Requirements Gathering, Requirements Analysis, SDLC, PMP, Software Project..., Visio, Database Design, ERP, SharePoint, Consulting, System Design
Education
Texas A&M University 2014 — 2016
MS in Analytics
The University of Texas at Dallas - School of Management 2010 — 2011
Master of Science (M.S.), Information Technology and Management
Truman State University 2004 — 2006
Bachelor of Science (B.S.), Business Administration
Kristyn Milthaler's Citi Experience June 2010 - June 2011
Job Paralegal
Industry Legal Services
Experience
Boys and Girls Clubs of America September 2014 - June 2015
Redmond/Sammamish Boys and Girls Club May 2013 - June 2014
Seeking New Position January 2012 - May 2013
Citi June 2010 - June 2011
Citi September 2009 - June 2010
Boys and Girls Clubs of America October 2008 - June 2009
Skills
Research, Editing, Writing, Competitive Analysis, Analysis, History, Microsoft Office, Social Media, Fundraising, Nonprofits, Community Outreach, Higher Education, PowerPoint
Education
Transylvania University 2004 — 2009
BA, History
Center for Legal Studies
Certificate, Paralegal Studies, 92.6--A
Boys and Girls Clubs of America September 2014 - June 2015
Redmond/Sammamish Boys and Girls Club May 2013 - June 2014
Seeking New Position January 2012 - May 2013
Citi June 2010 - June 2011
Citi September 2009 - June 2010
Boys and Girls Clubs of America October 2008 - June 2009
Skills
Research, Editing, Writing, Competitive Analysis, Analysis, History, Microsoft Office, Social Media, Fundraising, Nonprofits, Community Outreach, Higher Education, PowerPoint
Education
Transylvania University 2004 — 2009
BA, History
Center for Legal Studies
Certificate, Paralegal Studies, 92.6--A
Caleb Bush-Brown's Citi Experience May 2014 - Present
Job Senior Vice President, Loan Syndications at Citi
Industry Investment Banking
Experience
Citi May 2014 - Present
Royal Bank of Scotland August 2009 - May 2014
Royal Bank of Scotland 2007 - 2009
Royal Bank of Scotland 2004 - 2007
Skills
Debt Structuring, Leveraged Finance, Syndications, Debt Capital Markets, Financial Analysis, Financial Modeling, Credit Analysis, Legal Documentation, Due Diligence, Capital Markets, Investment Banking
Education
Trinity College-Hartford 2000 — 2004
BA, Economics
Citi May 2014 - Present
Royal Bank of Scotland August 2009 - May 2014
Royal Bank of Scotland 2007 - 2009
Royal Bank of Scotland 2004 - 2007
Skills
Debt Structuring, Leveraged Finance, Syndications, Debt Capital Markets, Financial Analysis, Financial Modeling, Credit Analysis, Legal Documentation, Due Diligence, Capital Markets, Investment Banking
Education
Trinity College-Hartford 2000 — 2004
BA, Economics
Amanda Billoch Vazquez's Citi Experience June 2008 - August 2008
Job Pietrantoni Mendez & Alvarez LLC
Industry Law Practice
Experience
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
Education
Universidad de Puerto Rico 2010 — 2013
Juris Doctor
Tufts University 2006 — 2010
Economics
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
Education
Universidad de Puerto Rico 2010 — 2013
Juris Doctor
Tufts University 2006 — 2010
Economics
Samantha Eitzmann's Citi Experience April 1995 - December 1999
Job Program Manager at Amtrak
Industry Information Technology and Services
Experience
Amtrak February 2015 - Present
Amtrak April 2005 - February 2015
Bill Me Later, Inc. April 2004 - April 2005
THINQ Learning Solutions October 2002 - April 2004
Manugistics June 2001 - July 2002
SpaceWorks, Inc. January 2000 - May 2001
Citi April 1995 - December 1999
Skills
SDLC, Integration, Project Management, Requirements Analysis, Business Analysis, E-commerce, Project Planning, IT Management, Vendor Management, Web Applications, Software Documentation, Software Project..., Program Management
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Arts, Spanish and History
Amtrak February 2015 - Present
Amtrak April 2005 - February 2015
Bill Me Later, Inc. April 2004 - April 2005
THINQ Learning Solutions October 2002 - April 2004
Manugistics June 2001 - July 2002
SpaceWorks, Inc. January 2000 - May 2001
Citi April 1995 - December 1999
Skills
SDLC, Integration, Project Management, Requirements Analysis, Business Analysis, E-commerce, Project Planning, IT Management, Vendor Management, Web Applications, Software Documentation, Software Project..., Program Management
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Arts, Spanish and History
Aldrich Wright's Citi Experience October 2012 - September 2013
Job Data Architect at Citi
Industry Financial Services
Experience
The Hartford September 2013 - Present
The Hartford 2013 - Present
Citi October 2012 - September 2013
Synechron April 2011 - October 2012
Bank of America 2011 - June 2012
Citigroup April 2001 - April 2011
Hummingbird 2000 - 2001
Citigroup April 1984 - June 2000
Skills
Data Warehouse..., Data Architecture, ETL, Data Warehousing, Enterprise Architecture, Data Integration, Business Intelligence, Data Governance, Informatica, Teradata, SDLC, Master Data Management, Data Modeling, Metadata Management, Data Quality, Database Design, Solution Architecture, Requirements Gathering, DB2, Business Objects, Performance Tuning, Sybase, Data Migration, OLAP, SOA, Relational Databases, Oracle
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Techology Management
Trinity College-Hartford
Bachelor of Arts (B.A.), History
The Hartford September 2013 - Present
The Hartford 2013 - Present
Citi October 2012 - September 2013
Synechron April 2011 - October 2012
Bank of America 2011 - June 2012
Citigroup April 2001 - April 2011
Hummingbird 2000 - 2001
Citigroup April 1984 - June 2000
Skills
Data Warehouse..., Data Architecture, ETL, Data Warehousing, Enterprise Architecture, Data Integration, Business Intelligence, Data Governance, Informatica, Teradata, SDLC, Master Data Management, Data Modeling, Metadata Management, Data Quality, Database Design, Solution Architecture, Requirements Gathering, DB2, Business Objects, Performance Tuning, Sybase, Data Migration, OLAP, SOA, Relational Databases, Oracle
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Techology Management
Trinity College-Hartford
Bachelor of Arts (B.A.), History
Robert Isaac's Citi Experience 1996 - Present
Job Director,Treasury Analytics at Citigroup
Industry Financial Services
Experience
Citi 1996 - Present
Education
Trinity College-Hartford 1982 — 1986
BA, Economics
Citi 1996 - Present
Education
Trinity College-Hartford 1982 — 1986
BA, Economics
Shreya Gandhi's Citi Experience September 2015 - Present
Job Investment Associate at Citi Private Bank
Industry Financial Services
Experience
Citi September 2015 - Present
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), International Relations, Economics
SIT Study Abroad 2012 — 2012
Buenos Aires, Argentina, Regional Integration, Development, and Social Change
Singapore American School 2005 — 2009
High School Diploma
Citi September 2015 - Present
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), International Relations, Economics
SIT Study Abroad 2012 — 2012
Buenos Aires, Argentina, Regional Integration, Development, and Social Change
Singapore American School 2005 — 2009
High School Diploma
Scott Leddy's Citi Experience March 2013 - January 2015
Job Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC February 2015 - Present
Citi March 2013 - January 2015
Frontpoint Partners May 2011 - August 2011
MKM Partners August 2009 - April 2011
Bank of America December 2000 - April 2009
Education
Trinity College-Hartford
BA, Economics
Westminster School
Jefferies LLC February 2015 - Present
Citi March 2013 - January 2015
Frontpoint Partners May 2011 - August 2011
MKM Partners August 2009 - April 2011
Bank of America December 2000 - April 2009
Education
Trinity College-Hartford
BA, Economics
Westminster School
Michelle McLaughlin's Citi Experience November 2012 - February 2014
Job Wholesale Sales Support Manager at CMG Financial
Industry Financial Services
Experience
CMG Financial February 2014 - Present
Citi November 2012 - February 2014
Citi November 2010 - November 2012
Skills
Financial Services, Credit, Mortgage Lending, Banking, Relationship Management, Loans, Credit Analysis, Risk Management, Mortgage Banking, Financial Risk, New Business Development, Portfolio Management, Sales, Sales Operations, Underwriting, Management, Loan Origination
Education
Truman State University 1984 — 1988
Bachelor, Human Resource Management
CMG Financial February 2014 - Present
Citi November 2012 - February 2014
Citi November 2010 - November 2012
Skills
Financial Services, Credit, Mortgage Lending, Banking, Relationship Management, Loans, Credit Analysis, Risk Management, Mortgage Banking, Financial Risk, New Business Development, Portfolio Management, Sales, Sales Operations, Underwriting, Management, Loan Origination
Education
Truman State University 1984 — 1988
Bachelor, Human Resource Management
Bhavisha Mulani's Citi Experience October 2010 - August 2011
Job Short Sale Negotiator at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase September 2011 - Present
Citi October 2010 - August 2011
Bank of America May 2006 - June 2008
Bank of America April 2005 - May 2006
View Point Bank May 2004 - April 2005
Education
University of Texas
Bachelor of Arts, Business Administration
Trinity Valley Community College
Associate Degree of Applied Science, Nursing
JPMorgan Chase September 2011 - Present
Citi October 2010 - August 2011
Bank of America May 2006 - June 2008
Bank of America April 2005 - May 2006
View Point Bank May 2004 - April 2005
Education
University of Texas
Bachelor of Arts, Business Administration
Trinity Valley Community College
Associate Degree of Applied Science, Nursing
Ryan Djabbarah's Citi Experience March 2013 - Present
Job SVP, Corporate Sponsorships and Marketing at Citi
Industry Marketing and Advertising
Experience
Citi March 2013 - Present
Skills
Management, Sports, Marketing, Sponsorship, Direct Marketing, Sports Marketing, Team Leadership, Sponsorship Sales, Marketing Strategy, Partnership Marketing, Integrated Marketing, Marketing Communications, Event Planning, Public Relations, Relationship Marketing
Education
Trinity University 1995 — 1999
B.S., Business Administration
Citi March 2013 - Present
Skills
Management, Sports, Marketing, Sponsorship, Direct Marketing, Sports Marketing, Team Leadership, Sponsorship Sales, Marketing Strategy, Partnership Marketing, Integrated Marketing, Marketing Communications, Event Planning, Public Relations, Relationship Marketing
Education
Trinity University 1995 — 1999
B.S., Business Administration
Aileen Burgeson's Citi Experience September 2010 - June 2011
Job Staff Analyst, Boeing Commercial Airplanes
Industry Aviation & Aerospace
Experience
Boeing December 2011 - Present
Mary Kay Inc. December 2009 - Present
Citi September 2010 - June 2011
Citi May 2000 - August 2010
Ferguson Enterprises January 1995 - October 1998
US Navy January 1989 - September 1993
Skills
Microsoft Excel, Newsletters, Outlook, Policy, Recruiting, Time Management, Human Resources, Customer Service, Training, Travel Arrangements
Education
Trident Technical College
Business Management
Boeing December 2011 - Present
Mary Kay Inc. December 2009 - Present
Citi September 2010 - June 2011
Citi May 2000 - August 2010
Ferguson Enterprises January 1995 - October 1998
US Navy January 1989 - September 1993
Skills
Microsoft Excel, Newsletters, Outlook, Policy, Recruiting, Time Management, Human Resources, Customer Service, Training, Travel Arrangements
Education
Trident Technical College
Business Management
Larry Dave Chamberlain's Citi Experience December 2001 - July 2011
Job Underwriter II
Industry Financial Services
Experience
Nationstar Mortgage March 2013 - Present
Bank of America July 2012 - Present
Aurora Bank September 2011 - April 2012
Citi December 2001 - July 2011
Skills
Underwriting, Mortgage Lending, Credit, Risk Management, Mortgage Banking, Mortgage Underwriting, Loan Origination, Loans, Residential Mortgages, Refinance
Education
Truman State University
Bachelor of Science
Nationstar Mortgage March 2013 - Present
Bank of America July 2012 - Present
Aurora Bank September 2011 - April 2012
Citi December 2001 - July 2011
Skills
Underwriting, Mortgage Lending, Credit, Risk Management, Mortgage Banking, Mortgage Underwriting, Loan Origination, Loans, Residential Mortgages, Refinance
Education
Truman State University
Bachelor of Science
Carla Cox's Citi Experience 1993 - 2003
Job Leader, Compliance & Risk Management at MasterCard
Industry Financial Services
Experience
MasterCard 2012 - Present
MasterCard 2008 - 2012
ComplianceEase 2006 - 2008
Nexstar Financial Corporation 2003 - 2006
Citi 1993 - 2003
Education
University of Iowa College of Law 1989 — 1992
Truman State University 1985 — 1989
BA, Political Science and Government
MasterCard 2012 - Present
MasterCard 2008 - 2012
ComplianceEase 2006 - 2008
Nexstar Financial Corporation 2003 - 2006
Citi 1993 - 2003
Education
University of Iowa College of Law 1989 — 1992
Truman State University 1985 — 1989
BA, Political Science and Government
Raheel Hirani's Citi Experience June 2011 - July 2011
Job Property Manager at TorStar Group
Industry Financial Services
Experience
Torstar Group July 2013 - Present
Trump International Hotel & Tower Toronto® August 2013 - September 2014
Kawartha Heritage Conservancy October 2011 - December 2011
Citi June 2011 - July 2011
Skills
Property Management, QuickBooks, Teamwork, Team Leadership, Microsoft Office, Market Research, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Research, Business Strategy, Management Consulting, Leadership, Analysis, Event Planning, Social Networking, Strategic Planning, Event Management
Education
Trent University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, President's Honor Roll, Deans Honor Roll
Oasys School 2007 — 2009
GCE A Levels, Business/Commerce, General
Torstar Group July 2013 - Present
Trump International Hotel & Tower Toronto® August 2013 - September 2014
Kawartha Heritage Conservancy October 2011 - December 2011
Citi June 2011 - July 2011
Skills
Property Management, QuickBooks, Teamwork, Team Leadership, Microsoft Office, Market Research, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Research, Business Strategy, Management Consulting, Leadership, Analysis, Event Planning, Social Networking, Strategic Planning, Event Management
Education
Trent University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, President's Honor Roll, Deans Honor Roll
Oasys School 2007 — 2009
GCE A Levels, Business/Commerce, General
Paul McInroy's Citi Experience November 2007 - December 2009
Job admin at Manulife Bank of Canada
Industry Banking
Experience
Manulife Bank of Canada July 2011 - Present
Citi November 2007 - December 2009
ING DIRECT May 1997 - September 2005
Skills
Banking, Credit, Customer Service, Retail Banking, Mortgage Lending, Loans, Risk Management, Credit Risk, Relationship Management, Microsoft Excel, Office Administration, Financial Analysis, Financial Services
Education
Trent University 1983 — 1987
Bachelor's degree, History -Business
Manulife Bank of Canada July 2011 - Present
Citi November 2007 - December 2009
ING DIRECT May 1997 - September 2005
Skills
Banking, Credit, Customer Service, Retail Banking, Mortgage Lending, Loans, Risk Management, Credit Risk, Relationship Management, Microsoft Excel, Office Administration, Financial Analysis, Financial Services
Education
Trent University 1983 — 1987
Bachelor's degree, History -Business
Kelley Munn, CPA's Citi Experience November 2007 - February 2009
Job Controller at Rabo AgriFinance
Industry Banking
Experience
Rabo AgriFinance December 2014 - Present
Enterprise Bank & Trust November 2013 - December 2014
Enterprise Bank & Trust December 2011 - November 2013
Citicorp Trust Bank March 2009 - December 2011
Citi November 2007 - February 2009
Bunzl March 1999 - March 2003
Emerson /U.S. Electrical Motors January 1995 - March 1999
Archer Daniels Midland June 1993 - January 1995
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, SEC filings, Risk Management, Corporate Finance, GAAP, Banking, Financial Modeling, Finance, Cash Flow, Financial Accounting, Credit, Internal Controls, Managerial Finance, CPA, Tax, Loss Share, Audit Committee, ALCO, Leadership, Critical Thinking, Regulatory Submissions, Regulatory Reporting, Compliance, Project Management, Consolidated Financial..., Budgets, General Ledger, Balance Sheet Review, Management, Analytics, Call Reporting, Technical Accounting..., Strategic Planning, Technology Improvements, Asset Quality, Financial Forecasting, Basel II, Stress Testing, Loans, Financial Risk, US GAAP, Financial Statements, Financial Audits, Consolidation
Education
Truman State University
B.S., Accounting
Rabo AgriFinance December 2014 - Present
Enterprise Bank & Trust November 2013 - December 2014
Enterprise Bank & Trust December 2011 - November 2013
Citicorp Trust Bank March 2009 - December 2011
Citi November 2007 - February 2009
Bunzl March 1999 - March 2003
Emerson /U.S. Electrical Motors January 1995 - March 1999
Archer Daniels Midland June 1993 - January 1995
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, SEC filings, Risk Management, Corporate Finance, GAAP, Banking, Financial Modeling, Finance, Cash Flow, Financial Accounting, Credit, Internal Controls, Managerial Finance, CPA, Tax, Loss Share, Audit Committee, ALCO, Leadership, Critical Thinking, Regulatory Submissions, Regulatory Reporting, Compliance, Project Management, Consolidated Financial..., Budgets, General Ledger, Balance Sheet Review, Management, Analytics, Call Reporting, Technical Accounting..., Strategic Planning, Technology Improvements, Asset Quality, Financial Forecasting, Basel II, Stress Testing, Loans, Financial Risk, US GAAP, Financial Statements, Financial Audits, Consolidation
Education
Truman State University
B.S., Accounting
Walter J. Bass's Citi Experience June 2001 - Present
Job Sr. Underwriter at Citi
Industry Financial Services
Experience
Citi June 2001 - Present
Smith-Rothchild Financial January 2000 - December 2000
Education
Triton College 1994 — 1996
Associates
Citi June 2001 - Present
Smith-Rothchild Financial January 2000 - December 2000
Education
Triton College 1994 — 1996
Associates
Mae Coughlin's Citi Experience 2004 - 2005
Job Head of Marketing Analytics at PlayStation
Industry Marketing and Advertising
Experience
PlayStation 2014 - Present
Activision Blizzard 2013 - 2014
Activision Blizzard 2012 - 2013
Google - SolutionSet 2012 - 2012
MRM Worldwide + G2 Knowlege Consulting 2008 - 2012
Apple 2006 - 2008
American Express - RIBS - SAT (Strategy Analytics & Testing) 2005 - 2006
Citi 2004 - 2005
AIG 2003 - 2004
Skills
Analytics, Web Analytics, Predictive Modeling, Target Segmentation, Cluster Analysis, Data Mining, Marketing Strategy, Email Marketing, Experimental Design, Conjoint Analysis, Logistic Regression, SAS programming, Linear Regression, Marketing Mix Modeling, Optimizations, Landing Page..., Market Research, Optimization, CRM, Database Marketing, Integrated Marketing, Strategy, Digital Marketing, Analysis, Management, Marketing, Product Marketing
Education
NYU Stern School of Business
PhD, Marketing
Tsinghua University
Bachelor of Science (BS), Chemistry
PlayStation 2014 - Present
Activision Blizzard 2013 - 2014
Activision Blizzard 2012 - 2013
Google - SolutionSet 2012 - 2012
MRM Worldwide + G2 Knowlege Consulting 2008 - 2012
Apple 2006 - 2008
American Express - RIBS - SAT (Strategy Analytics & Testing) 2005 - 2006
Citi 2004 - 2005
AIG 2003 - 2004
Skills
Analytics, Web Analytics, Predictive Modeling, Target Segmentation, Cluster Analysis, Data Mining, Marketing Strategy, Email Marketing, Experimental Design, Conjoint Analysis, Logistic Regression, SAS programming, Linear Regression, Marketing Mix Modeling, Optimizations, Landing Page..., Market Research, Optimization, CRM, Database Marketing, Integrated Marketing, Strategy, Digital Marketing, Analysis, Management, Marketing, Product Marketing
Education
NYU Stern School of Business
PhD, Marketing
Tsinghua University
Bachelor of Science (BS), Chemistry
Scott Siesennop's Citi Experience November 2010 - Present
Job Project Analyst
Industry Banking
Experience
Citi November 2010 - Present
Citi August 2008 - November 2010
Citi November 2006 - August 2008
Citi December 2003 - October 2006
Skills
Japanese to English..., Japanese Language..., Japanese business..., International Business..., International Business..., International Business..., International Business..., Residential Mortgages, Mortgage Lending, Mortgage Underwriting, Home Equity, Home Equity Loans, Home Equity Lines of..., Change Management, Program Management, Project Management, Operations Management, Cross-functional Team..., Strategic Leadership, Technical Leadership, Leadership Development, Thought Leadership, Communication Skills, Software Installation, Submarine Cables, Fiber Optic Cable, PC, Mac, Electronic Music, Money Management, Credit, Mentoring Of Staff, Project Manager..., Peer Mentoring, Team Mentoring, Mortgage Banking, Loans, Relationship Management, Call Centers, Loan Origination
Education
Truman State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management
日米会話学院 1999 — 2001
NA, Intermediate/Advanced Japanese Language, Passed
Citi November 2010 - Present
Citi August 2008 - November 2010
Citi November 2006 - August 2008
Citi December 2003 - October 2006
Skills
Japanese to English..., Japanese Language..., Japanese business..., International Business..., International Business..., International Business..., International Business..., Residential Mortgages, Mortgage Lending, Mortgage Underwriting, Home Equity, Home Equity Loans, Home Equity Lines of..., Change Management, Program Management, Project Management, Operations Management, Cross-functional Team..., Strategic Leadership, Technical Leadership, Leadership Development, Thought Leadership, Communication Skills, Software Installation, Submarine Cables, Fiber Optic Cable, PC, Mac, Electronic Music, Money Management, Credit, Mentoring Of Staff, Project Manager..., Peer Mentoring, Team Mentoring, Mortgage Banking, Loans, Relationship Management, Call Centers, Loan Origination
Education
Truman State University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management
日米会話学院 1999 — 2001
NA, Intermediate/Advanced Japanese Language, Passed
Kimberly Edrington's Citi Experience August 2005 - Present
Job Lead Financial Analyst at Citi
Industry Financial Services
Experience
Citi August 2005 - Present
Deluxe Corporation December 2001 - July 2005
Northwest Airlines July 1995 - October 2001
Education
University of Georga 2004 — 2005
MBA, Finance
Towson University 1987 — 1991
Bachelor of Science (BS), Accounting
Citi August 2005 - Present
Deluxe Corporation December 2001 - July 2005
Northwest Airlines July 1995 - October 2001
Education
University of Georga 2004 — 2005
MBA, Finance
Towson University 1987 — 1991
Bachelor of Science (BS), Accounting
Mylon Pruett's Citi Experience January 2007 - August 2009
Job Business Process Analyst at Wells Fargo
Industry
Experience
Wells Fargo September 2012 - Present
Wells Fargo August 2011 - September 2012
Wells Fargo February 2011 - August 2011
Wells Fargo August 2009 - February 2011
Citi January 2007 - August 2009
R&S Exterior Contractors March 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Lightroom, Fast Learner, Data Management, Training, Analysis, Leadership
Education
Trinity Baptist College 2004 — 2009
Bachelor of Arts (B.A.)
Wells Fargo September 2012 - Present
Wells Fargo August 2011 - September 2012
Wells Fargo February 2011 - August 2011
Wells Fargo August 2009 - February 2011
Citi January 2007 - August 2009
R&S Exterior Contractors March 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Lightroom, Fast Learner, Data Management, Training, Analysis, Leadership
Education
Trinity Baptist College 2004 — 2009
Bachelor of Arts (B.A.)
Kimberly Barker Newton MBA's Citi Experience March 2003 - June 2011
Job Benefits Analyst II at Koch Business Solutions (KBS)
Industry Oil & Energy
Experience
Koch Business Solutions (KBS) July 2012 - Present
Koch Industries 2012 - Present
Citi March 2003 - June 2011
Walter Industries May 1991 - July 2002
Skills
Six Sigma - Black Belt..., HRIS, Sales
Education
Troy University 2006 — 2007
Master of Business Administration (MBA), Human Resources Management and Services, 3.8
University of South Florida 1997 — 1999
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.7
Koch Business Solutions (KBS) July 2012 - Present
Koch Industries 2012 - Present
Citi March 2003 - June 2011
Walter Industries May 1991 - July 2002
Skills
Six Sigma - Black Belt..., HRIS, Sales
Education
Troy University 2006 — 2007
Master of Business Administration (MBA), Human Resources Management and Services, 3.8
University of South Florida 1997 — 1999
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.7
Andrew Stilinovic's Citi Experience July 2005 - December 2013
Job Attended University of MissouriColumbia
Industry Law Practice
Experience
A & L, Licker Law Firm, LLC May 2014 - Present
Citi July 2005 - December 2013
Rockhurst High School August 2009 - August 2010
Skills
Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Public Speaking, Research, Microsoft Office, PowerPoint, Teaching, Legal Research, Social Media, Event Planning, Nonprofits, Microsoft Word
Education
University of Missouri-Columbia 2011 — 2013
Juris Doctor, Law
Truman State University 2005 — 2009
Bachelor of Science (BS), Political Science and Government
A & L, Licker Law Firm, LLC May 2014 - Present
Citi July 2005 - December 2013
Rockhurst High School August 2009 - August 2010
Skills
Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Public Speaking, Research, Microsoft Office, PowerPoint, Teaching, Legal Research, Social Media, Event Planning, Nonprofits, Microsoft Word
Education
University of Missouri-Columbia 2011 — 2013
Juris Doctor, Law
Truman State University 2005 — 2009
Bachelor of Science (BS), Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.