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
Credit Union 1 Alaska January 2012 - Present
Citi January 2010 - January 2012
Wells Fargo January 2005 - January 2010
Skills
Commercial Banking, Commercial Lending, Community Engagement, Business Development, Project Finance, Project Management, Personal Finance, Strategic Financial..., Volunteer Management, Employee Training
Education
University of Alaska Fairbanks 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, Finance
MB Financial Bank August 2014 - Present
Chris Rivers January 2006 - Present
Cole Taylor Bank April 2013 - August 2014
PNC Mortgage January 2010 - March 2013
National City Mortgage February 2007 - December 2009
Citi January 2005 - February 2007
Citi May 2003 - January 2005
Skills
Mortgage Lending, Product Development, Modifications, Loans, Project Management, Strategic Planning, Marketing, Mortgage Banking, Underwriting, Loan Origination, Banking, Residential Mortgages, FHA, Refinance, Credit, Credit Analysis, Risk Management, Financial Analysis, Consumer Lending, Call Centers, Cold Calling, Streamlining Operations, Process Improvement, Employee Training, Vendor Management, Veterans Administration, New Home Purchase, Compliance, VA IRRRL, FHA Streamline, HARP 2.0, VA loans, USDA, FHA financing, Investment Properties, Government Loans, Reverse Mortgages, Home Equity Loans, Home Equity Lines of..., Mortgage Underwriting, HomePath, Loss Mitigation, USDA Rural Housing, Real Estate Financing, Certified Mortgage..., Commercial Lending, Real Estate Economics, Construction Loans, FHA Financing, VA Loans
Education
University of Arizona 2000 — 2003
Fine Arts and Film Production
Citi September 2013 - Present
University at Buffalo August 2012 - August 2013
WIPRO LIMITED January 2009 - July 2012
Skills
Testing, SQL, SDLC, Requirements Analysis, Manual Testing, Regression Testing, Test Planning, Databases, SAS, Quality Center, Strategy Maps, UML, Microsoft SQL Server, Systems Analysis, Web Services, Global Distribution..., Offshoring, Offshore Outsourcing, Rational Functional..., MySQL, Data Modeling, Use Case Diagrams, DFD, C++, C, CQTM, Co-relation Analysis, Neural Networks, SAS Coding, Regression Analysis, QTP, HP ALM, SAS programming, ITIL, Association Rule Mining, SOA, SAS Programming, Business Analysis, Requirements Gathering, Management, HP Quality Center
Education
State University of New York at Buffalo 2012 — 2013
Master of Science (MS), Management Information Systems, General
B P Poddar Institute Of Management and Technology 2004 — 2008
Bachelor of Technology (B.Tech.), Computer Science
Don Bosco Park Circus 1992 — 2004
High School, Pure Science
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc. May 2010 - April 2014
Oelzen Capital LLC July 2009 - May 2010
Hall Capital Partners LLC July 2008 - June 2009
Citi September 2006 - March 2008
Avera Global Partners, LP October 2001 - June 2006
Wells Fargo - Private Client Services January 2000 - September 2001
Cadinha & Co. Investment Counsel April 1997 - January 2000
Banc One Investment Advisors January 1995 - April 1997
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging
Education
CFA - Institute of Chartered Financial Analysts 1994 — 1996
CFA, Chartered Financial Analyst
CMT - Market Technicians Association 2001 — 2003
CMT, Technical Analysis
University of Arizona 1982 — 1986
BA, Economics, Software Engineering
Stephens Inc. July 1997 - Present
Citi June 1996 - July 1997
Castrol May 1993 - August 1994
US Army June 1989 - May 1993
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Arizona 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
USAA October 2014 - Present
Wildtree Herbs, Inc. January 2014 - February 2015
UnitedHealthcare Military and Veterans March 2013 - October 2014
APAC Customer Services July 2012 - February 2013
Citi May 2010 - June 2012
Citi January 2008 - May 2010
Citi January 2009 - January 2010
Citi October 2006 - January 2008
Marriott International, Inc (Lodging Industry) December 2004 - April 2006
The Walt Disney Company, ABC.Inc. January 2004 - January 2006
Skills
Sales, Credit, Problem Solving, Credit Cards, Call Center, Customer Service, Team Building, Process Improvement, Leadership, Microsoft Word, Microsoft Excel, Coaching, Team Leadership, Event Planning
Education
University of Phoenix 2008 — 2010
Masters Degree, Business Administration
University of Arizona 2000 — 2004
B.A. Degree, History; British History
Great Expectation Academy July 2011 - Present
Citi September 2004 - February 2011
Skills
Social Studies, Secondary Education, English, Customer Service, Public Speaking, Knitting, Sewing, American History, World History, Geography, Economics, Civic Education, Government Education
Education
University of Phoenix 2009 — 2011
Masters of Secondary Education
University of Arizona 2000 — 2007
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Citi February 2015 - Present
M&T Bank April 2014 - March 2015
Citizens Bank March 2012 - April 2014
United States Federal Bankruptcy Court May 2007 - September 2007
Skills
Bankruptcy, Banking, Financial Analysis, Hearings, Capital Markets, Valuation, Fixed Income, Investment Banking, Mortgage Lending, Economics, Strategic Financial..., Structured Finance, Loans, Credit, Financial Services, Credit Analysis, Microsoft Excel, Estate Planning, Analysis, Credit Risk, Microsoft Office, PowerPoint, Data Analysis, Customer Service, Finance, Financial Risk, Derivatives, Microsoft Word, Commercial Lending, Financial Modeling, Corporate Finance, Risk Management, Portfolio Management, Forecasting, Securities, Commercial Banking, Loan Origination, Cash Management, Consumer Lending, Salesforce.com, Wealth Management, Cross Selling, Retail Banking, Analytics, Relationship Management, Mortgage Banking, Commercial Mortgages, Sales, Leadership
Education
University at Buffalo 2007 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
BB&T August 2013 - Present
Expion April 2013 - August 2013
Citi August 2012 - December 2012
Bank of America November 2006 - January 2012
Skills
Quality Center, SAP Eledger/BI/FIG, Oracle, Variance Analysis, Financial Analysis, MS office 2007, SQL, Banking, Accounting, MIS, Data Analysis, Essbase, Operations, Trainer, QTP, HTML, Unix, Quality Assurance, Test Planning, Access, Microsoft Office 2007
Education
University of Allahabad
M.Com, Commerce
St Anthony Convent
Schooling
Citi January 2015 - Present
Citi September 2013 - January 2015
RBS Markets & International Banking October 2011 - September 2013
RBS Markets & International Banking September 2010 - December 2011
Irish Poker Series Ltd June 2006 - September 2007
Skills
Equity Derivatives, Trading Systems, Electronic Trading, C#, WPF, Derivatives, FX Options, SQL, Structured Products, Exotic Derivatives, C, C++, XAML, Business Analysis, Project Management, Backtesting, Management, Event Management, Sales&Marketing, Risk Management
Education
University College Cork
MBS, Master of Business
University College Cork
BEng, Electrical Engineering
Bank of the West- Consumer Real Estate Services March 2015 - Present
Nationstar Mortgage 2012 - 2014
Citi 2009 - 2012
Citi- Citicorp Trust Bank 2007 - 2009
Bank of America 2002 - 2007
Conseco 1999 - 2002
Associates Financial Svc 1997 - 1999
Wells Fargo Financial 1991 - 1997
Skills
Six Sigma, Banking, Risk Management, Mortgage Lending, Portfolio Management, Process Improvement, Loans, Credit, Relationship Management, Operations Management, Underwriting, Vendor Management, Management, Leadership, Business Process..., Strategic Planning, Strategy, Change Management, Cross-functional Team..., Financial Risk, Mortgage Banking, Business Development, Business Analysis, Executive Management, Regulatory Affairs, Recruiting, Executive Reporting, Board of Directors..., Investor Relations, Strategic Leadership, Business Analytics, P&L Management, Management Consulting, Operational Risk..., Organizational..., Crisis Management, Turn Around Management, Business Unit Start-up, Driving Growth, Expense Management, Leadership Development, Organizational..., Quality Management
Education
University of Alabama
BS- Commerce and Business Administration, Corporate Finance
Young Living May 2014 - Present
Workshop Lane March 2011 - Present
Undisclosed celebrity December 2011 - January 2012
Breaking Bad June 2008 - August 2011
Citi 2003 - 2005
The Law Offices of Ronald Melin Supancic 2002 - 2003
All American Films 2000 - 2002
Skills
Singing, Acting, Leadership, Microsoft Excel, Entertainment, Outlook, Event Planning, Theatre, Management, Research, Budgets, Training, Music, Coordination, Social Media, Recruiting, Editing, Public Speaking, Television, Microsoft Word, Voice Acting, Musical Theatre, Customer Service
Education
University of Arizona 1996 — 2000
BFA, Musical Theatre
Citi April 2011 - Present
Citi November 2002 - April 2011
Citi January 2001 - November 2002
United States Marine Corps March 1980 - April 1983
Skills
Loans, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Loan Modifications, Management, Process Improvement, Training, Auditing, Troubleshooting, Credit, Loan Servicing
Education
University of Arizona 1979 — 1980
Business
Wells Fargo February 2014 - Present
Citi February 2011 - February 2014
HSBC July 2000 - February 2011
Skills
Credit Risk, Risk Analytics, Credit Cards, Financial Risk, Portfolio Management, Credit, SAS, Basel II, Credit Analysis, Risk Management, Financial Services, Financial Modeling, Analytics, Predictive Modeling, Credit Scoring, Retail Banking, Consumer Lending, Banking, Operational Risk, Predictive Analytics, Statistical Modeling, Operational Risk..., SAS programming, Payments, Enterprise Risk..., Forecasting, Stress Testing, SAS Programming
Education
University of Alabama
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - July 2015
Citi January 2008 - February 2014
Citi April 2007 - January 2008
Desert Toyota April 2006 - April 2007
RadioShack June 2004 - April 2006
Skills
Customer Service, Microsoft Office, Public Speaking, Team Building, Social Media, Marketing, Social Networking, Microsoft Excel, Microsoft Word, Training, Nonprofits, Sales, PowerPoint, Research, Event Planning, Team Leadership, Fundraising, Program Management, Leadership Development, Project Management, Spanish, Photoshop, Strategic Planning, Small Business Lending, Financial Services, Relationship Building
Education
University of Arizona 2009 — 2011
Architecture
University of Phoenix 2007 — 2009
International Business
Citi October 2014 - Present
University At Buffalo Investment Fund January 2014 - May 2014
3 Pillars Catering October 2013 - May 2014
SigmaCare June 2013 - August 2013
Univeristy at buffalo, Campus Dining & Shops October 2012 - May 2013
IKEA Group December 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Analytical Skills, Time Management, Organization, Team Management, Communication, Community Service, Problem Solving, PowerPoint, Customer Service, Data Analysis, Outlook, Microsoft Word, Finance
Education
University at Buffalo 2011 — 2014
Bachelors of Science (BS), Financial Analysis
Saint John's University 2010 — 2011
Bachelor of Business Administration (B.B.A.)
Citi August 2013 - Present
Citi July 2011 - August 2013
Citi June 2009 - July 2011
Citi May 2008 - June 2009
Skills
Banking, Credit Cards, Call Center, Call Centers, Analysis, Customer Service, Leadership, Management, Microsoft Word, Portfolio Management, Sales
Education
University of Arizona 2001 — 2007
Political Science and Sociology, Bachelor of Arts
Citi June 2014 - Present
Elite Pool & Fitness Management, Inc June 2013 - August 2013
American Leisure May 2013 - June 2013
Benowitz Shah Architects June 2010 - July 2012
Skills
Microsoft Office, SQL, Lifeguarding, Cpr Certified, First Aid, AED, US GAAP, Frontier, Customer Service, Financial Analysis, Access
Education
State University of New York at Buffalo 2011 — 2013
Bachelor of Arts, Economics
Westchester Community College 2009 — 2011
Associate of Applied Science, Computer Information Systems
Citi October 2012 - Present
Sirote & Permutt August 2006 - October 2012
Carr Allison July 2004 - July 2006
Education
University of Alabama 2000 — 2003
J.D., Law
University of Arkansas 1996 — 2000
BA, Political Science, Business
Russellville High School
Alpine Mortgage Planning February 2014 - Present
Citi May 2012 - 2014
JPMorgan Chase November 2011 - June 2012
Richmond American Homes April 2007 - November 2011
KB Home June 2003 - April 2007
Skills
Loans, Refinance, Mortgage Lending, Sales, Real Estate, FHA, Portfolio Management, Investment Properties, Residential Mortgages, First Time Home Buyers, Loan Origination
Education
University of Arizona 1993 — 1997
B.A., Spanish
Dynamic Solutions Therapy September 2014 - Present
Enstar Group, LTD May 2011 - September 2012
Citi November 2007 - May 2011
Citi September 2006 - November 2007
permanent tsb October 2004 - September 2006
Hertz January 2003 - July 2004
Hertz August 2001 - January 2003
Skills
Underwriting, Goal Oriented, Teamwork, Close Attention to..., Insurance, QuickBooks, Microsoft Excel, Data Entry, Claim, Claims Management, Risk Management, Customer Service, Research, Computer Proficiency, Finance, Management, Life Insurance, Personal Financial..., Medical Translation
Education
University College Dublin
Professional Certificate in General Insurance, Insurance, Level 7 on National Framework of Qualifications (equiv. to Bachelor's degree)
University College Dublin 2006 — 2010
Professional Diploma In Financial Advice, Financial Planning and Services
Plunkett College - IATI (Accounting Technicians Ireland) 2004 — 2005
Accounting Technician-Foundation
Coláiste Mhuire Marino 2002 — 2003
Public Speaking
Citi August 2014 - Present
Citi June 2012 - August 2014
Fieri of WNY May 2003 - June 2012
Skills
Management, Leadership Development, Stock Market, Retirement Planning, Securities, Fundamental Analysis, Bookkeeping, Building Relationships, Employee Benefits, Financial Services, Banking, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Bloomberg, Capital Markets, Hedge Funds, Investments, Portfolio Management
Education
Buffalo State College 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Citi December 2012 - Present
Citi December 2011 - December 2012
Citigroup June 2011 - December 2011
Citigroup March 2010 - December 2011
Northstar Location Services September 2009 - December 2009
Creditors Interchange January 2009 - August 2009
Classifieds Plus April 2007 - January 2009
Skills
Business Analysis, Project Management, Microsoft Excel, Program Management, User Acceptance Testing, Financial Services, Test Management, Research, Russian, PowerPoint, Customer Service, Financial Analysis, Microsoft Word, Visio, Project Planning, Process Improvement, Microsoft Office, Data Analysis, Analysis, Training, Banking, Outlook, English, Writing, Excel, Word, Problem Solving, Multi Tasking, Accounting, Access, Sales, Team Leadership, Risk Management, Leadership, Test Planning, Reference Data
Education
University at Buffalo 2003 — 2008
B.A., Eastern European Studies
St. Joseph's Collegiate Institute 1999 — 2003
Citi November 2014 - Present
University at Buffalo September 2012 - September 2014
University at Buffalo February 2014 - June 2014
Islamic Azad University, science and reserach branch, Tehran September 2009 - September 2010
Skills
Microsoft Office, Matlab, Microsoft Word, Microsoft Excel, PowerPoint, Research, Data Analysis, Teamwork, Customer Service, AutoCAD, SolidWorks, Programming, Fortran, Statistics, Fortran 95, Visual C++, SPSS, Pro Engineer, Analysis, Access, ProE Design, Python, CATIA, LabVIEW
Education
State University of New York at Buffalo 2012 — 2014
Master of Engineering (MEng), Aerospace Engineering
Islamic Azad University, science and reserach branch, Tehran 2006 — 2011
Bachelor's degree, Aerospace and Mechanical Engineerin, 3.66/4.00
First Citizens Bank and Trust Co Inc August 2009 - Present
Citi September 2003 - August 2009
Citigroup-Citibank NA August 2002 - September 2003
First Union National Bank March 2000 - September 2001
Seligman Data Corp November 1997 - March 2000
Dreyfus Service Corporation October 1996 - November 1997
Gruntal and Co. Incorporated September 1994 - February 1995
Skills
Default Operations, Operational Risk..., Debt Recovery, Collections, Assets Recovery, Repos, Foreclosures, Foreclosure Prevention, Loss Mitigation, Loss Forecasting, HAMP, Fannie Mae, Freddie Mac, Loss Analysis, Risk Mitigation, Dialers, CGI, Aspect, IVR, fiserv, Credit Cards, mortgage collections, Risk Management, Forecasting, Debt Settlement, Analysis
Education
University at Buffalo 1990 — 1994
Bachelor of Arts, Economics
Spearhead Capital, LLC August 2013 - Present
Southmark Properties, LLC January 1997 - December 2014
Allgen Financial Services, Inc. January 2011 - July 2013
Citi September 2008 - December 2010
Big B, Inc. June 1983 - December 1996
Skills
Advanced Wealth Planning, Insurance Dedicated..., Tax-efficient Investing, Planned Giving, Private Placement VUL, Private Placement..., Virtual CFO/CIO..., Outsourced Family..., Outpost Family Offices, Single Family Offices, Multi-client Family..., Celebrity Family Offices, Closely-Held Businesses, Alternative Investments, PPLI, PPVUL, PPVA, IDFs, VFOs, SFOs, MFOs
Education
University of Alabama 1979 — 1983
B.S., Business Administration
UNDP July 2015 - Present
UNDP March 2013 - July 2015
United Nations Development Programme (UNDP) July 2011 - March 2013
European Chemicals Agency (ECHA) June 2009 - July 2011
European Commission January 2009 - March 2009
Citi April 2008 - January 2009
Education
University of Tampere 2006 — 2010
Master of Social Sciences
University of Aberdeen 2002 — 2006
Master of Arts (M.A.)
Citi November 2013 - Present
HSBC June 2008 - November 2013
Skills
Analytics, Email Marketing, Financial Services, Direct Marketing, Digital Marketing, Customer Acquisition, Customer Experience, Relationship Management, Marketing Communications, Product Management, Multi-channel Marketing, Database Marketing, CRM, E-commerce, Web Analytics
Education
University at Buffalo 2006 — 2008
Master of Business Administration (M.B.A.), Computer and Information Systems Security/Information Assurance
University at Buffalo 2001 — 2006
Bachelor of Science (B.S.), Computer Engineering
Thornburg Investment Management October 2013 - July 2014
Morgan Stanley April 2010 - March 2013
Citi September 2005 - June 2008
Smith Barney November 2003 - September 2005
Skills
Financial Services, Portfolio Management, Separately Managed..., Mutual Funds, Asset Management, Series 7, Financial Advisory, Retirement Planning, Sales Presentations, Analytics, Performance Measurement, Microsoft Excel, Zephyr Style Advisor, PowerPoint, Asset Allocation, Investments
Education
University of Delaware
Bachelor's degree, Criminal Justice/Police Science
University of Adelaide 2003 — 2008
Master of Finance, Finance, General
Citi February 2011 - Present
Moody's Analytics November 2010 - February 2011
Barclays Capital February 2010 - October 2010
Skills
VBA, Financial Modeling, SAS, Business Analysis, Financial Analysis, Banking, Requirements Gathering, Data Analysis, Financial Services, SDLC, Investments, Risk Management, Bloomberg, Derivatives, Capital Markets, Fixed Income, Equities
Education
University of Alabama 2002 — 2006
Bachelor of Science, Finance
JP Morgan Chase April 2012 - Present
Citi January 2012 - April 2012
Citi August 2008 - December 2011
Citi July 2005 - August 2008
Citi August 2003 - July 2005
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Capital Markets, Credit
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Finance, General
Citi July 2013 - Present
Wells Fargo Bank, N.A. January 2012 - June 2013
HSBC Bank USA, N.A. September 2010 - January 2012
HSBC Bank Card & Retail Services July 2007 - September 2010
HSBC Bank USA, N.A. June 2005 - June 2007
Citizens Bank May 2003 - June 2005
Joe Slade White & Company 2002 - 2003
Skills
Relationship Management, Credit, Banking, Loans, Commercial Banking, Portfolio Management, Mortgage Lending, Series 6, Wealth Management, Investments, Series 7, Insurance, Leadership, Series 63, Financial Services, Cross Selling, Retail Banking, Small Business Lending, Branch Banking, Consumer Lending, Management, Loan Origination, Credit Analysis, Commercial Lending
Education
State University of New York 1998 — 2002
B.A. COMMUNICATION
University at Buffalo 1998 — 2002
Bachelor's degree, Communication and Media Studies
CERTIFICATE OF ADVERTISING AND PUBLIC RELATIONS ~ Millard Fillmore College
Citi December 2014 - Present
Evergreen Health Services February 2013 - November 2014
Hodgson Russ LLP July 2005 - November 2012
Skills
NYS Personal Income Tax..., Event Planning, Microsoft Word, Microsoft Excel, Fundraising, Administrative..., Customer Service, Editing, Office Management, Data Entry, Research, Community Outreach, Nonprofits, Administration, Creative Writing, Proofreading, Outlook
Education
University at Buffalo 1995 — 1999
BA, English
Villa Maria Academy 1990 — 1994
General
Citi June 2015 - Present
STERLING JEWELERS October 2014 - Present
UNIVERSITY AT BUFFALO-ALUMNI ARENA TICKETS August 2013 - January 2015
NEW CHINA FUN June 2013 - August 2013
UNIVERSITY AT BUFFALO CAMPUS LIVING August 2012 - May 2013
PROPEL FOOTWEAR August 2011 - August 2012
Skills
Sales, Public Speaking, Microsoft Office, Microsoft Word, Management, Customer Service, Communication, Budgets, Access, Leadership, Social Media, Microsoft Excel, Time Management, Teamwork, PowerPoint
Education
University at Buffalo 2012 — 2016
Finance, General
Citi January 2015 - Present
Citi Private Bank May 2011 - January 2015
M&T Bank July 2009 - May 2011
M&T Bank July 2009 - June 2010
J. McLaughlin December 2006 - June 2009
Vassar College September 2008 - May 2009
Turner Broadcasting System June 2007 - August 2007
In The Pink Stores, Inc. June 2004 - August 2006
Skills
Licenses: Series 7, 66..., Banking, Fixed Income, Equities, Credit, Capital Markets, Portfolio Management, Credit Cards, Loans, Credit Risk, Financial Services, Retail Banking, Bloomberg, Commercial Banking, Hedge Funds, Investments
Education
Vassar College 2005 — 2009
Bachelor of Arts (B.A.), Economics & Psychology
University College Dublin 2008 — 2008
Economics & Psychology
The Pingry School 2001 — 2005
First Niagara Bank March 2015 - Present
Citi May 2014 - March 2015
University at Buffalo MBA August 2013 - December 2013
Fisher-Price June 2013 - August 2013
API Heat Transfer May 2013 - August 2013
Bank of America August 2010 - August 2012
LIberty Asset Management February 2009 - August 2010
Liberty Asset Management February 2009 - August 2009
Skills
Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Customer Retention, Statistics, Analysis, Financial Modeling, Financial Analysis, Data Modeling, Essbase, Hyperion Reports, Risk Management, Budgets, Sales, Teamwork, Finance, Microsoft Office, Management
Education
University at Buffalo 2012 — 2014
Master of Business Administration (MBA), Finance and Consulting, 3.7/4.0
University of California, Santa Cruz 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.5
Citi May 1996 - Present
JPMorgan Chase 1989 - 1996
Bank of New York Mellon 1988 - 1989
Skills
Transaction Banking, Trade Finance, Supply Chain Finance, Product Management, Banking, Supply Chain, Financial Transactions, SWIFT payments, Liquidity Management, Cash Management, Payments, Finance, Structured Finance, Financial Institutions, Internet Banking, Treasury Management, Commercial Banking, Credit Risk, Mobile Payments, Mobile Technology, Financial Services, Management, Treasury Services, Credit Cards, Relationship Management, Capital Markets
Education
University at Buffalo
BA, Economics
Discover Financial Services August 2015 - Present
Discover Financial Services May 2013 - July 2015
Citi January 2012 - May 2013
The University of Arizona May 2009 - December 2011
The University of Arizona September 2007 - May 2011
Risk Assessment Group, University of Arizona September 2009 - December 2010
Arizona Statistics Consulting Laboratory January 2010 - May 2010
Tucson Gem and Mineral Show January 2010 - February 2010
Skills
SAS, R, C++, Java, SQL, Matlab, JMP, Stata, SPSS, LaTeX, Mathematica, Monte Carlo Simulation, Mathematical Modeling, Statistical Modeling, Excel, PowerPoint, Probability Theory, Differential Equations, Stochastic Processes, Data Analysis, Data Mining, HTML, English, Chinese, Data Management, Teamwork, Microsoft Office, Risk Management, Cantonese, Optimization, Quantitative Analysis, Data Entry, Regression, Independent Research
Education
University of Arizona 2009 — 2011
PhD, Applied Mathematics 2009
University of Arizona 2006 — 2009
MS, Applied Mathematics 2006
University of Arizona 2006 — 2009
Master Graduate Certicate, Statistics
Yelp October 2013 - Present
Yelp.com May 2011 - Present
CVS Caremark Corporation March 2009 - April 2011
SEBRA Engineering and Research March 2008 - July 2008
Citi June 2007 - August 2007
Pepper Viner Homes February 2007 - May 2007
Skills
Salesforce.com, Social Media
Education
University of Arizona 2004 — 2008
Bachelor of Science, Business Administration- Marketing
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science, Business Administration, Marketing
Citi September 2013 - Present
University at Buffalo August 2012 - May 2013
TxMQ May 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Customer Service, Networking, Technical Support, BMC Remedy Ticketing..., ServiceNow, VMware, Batch Processing, Level 1 & 2, Incident Management, Business Service..., CA Unicentre, CA Spectrum, Wily Introscope, Windows 7, Software Installation, Routers, LAN-WAN, Microsoft Excel, Teamwork, Time Management, Management, PowerPoint, Public Speaking, Troubleshooting, SDLC, Leadership, Data Analysis, Analysis, Research, Vendor Management
Education
Saint Joseph College 2015 — 2017
Master of Business Administration (MBA), Organizational Leadership
University at Buffalo 2009 — 2013
Bachelor's degree, Economics
JPMorgan Chase & Co. July 2015 - Present
Citi October 2013 - July 2015
Citi June 2012 - October 2013
HSBC August 2011 - May 2012
Skills
Financial Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Business Analysis, Business Planning, Process Improvement, Business Process..., Financial Reporting, Data Warehousing, Vlookup, MS Excel Pivot Tables, Finance, User Acceptance Testing, Automation, Data Entry, Derivatives, Microsoft SQL Server, Data Mining, Interviews, Business Objects, Databases, Equities, Internal Controls, Business Intelligence, Project Management, Project Planning, Testing, Sales, Variance Analysis, Data Migration, Access, Business Requirements, VBA, Invoicing, Retail Banking, Requirements Analysis, Banking, Requirements Gathering, Bloomberg Terminal, JRULES, SharePoint
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Financial Analysis, Cum Laude - Dean's List
eYeka June 2015 - Present
Citi August 2014 - February 2015
University of Virginia June 2013 - May 2014
BANGS Shoes October 2012 - May 2014
University of Virginia June 2013 - August 2013
Development Finance International, Inc. June 2012 - August 2012
Clarion Events June 2011 - August 2011
Skills
Public Speaking, Event Planning, Social Media, Marketing, Facebook, Marketing Communications, Spanish, English, Microsoft Excel, Event Management, Public Relations, Data Analysis, Relationship Marketing, Consulting, Marketing Strategy, Business Strategy
Education
University of Virginia
Bachelor of Arts (B.A.), Economics (Major)- College of Arts & Sciences, Leadership (Minor) - McIntire School of Commerce
University of Amsterdam 2013 — 2013
Study Abroad, Economics
United World College of South East Asia 2001 — 2011
International Baccalaureate Diploma, IGCSE Certificate, Economics, English, Film, Science Technology and Society, Maths, Spanish, Theory of Knowledge., (39/45)
Citi July 2013 - Present
University at Buffalo August 2011 - June 2013
Intel Corporation May 2012 - August 2012
Skills
Eclipse, Java, windows 8 metro..., C++, Android, Data Mining, PHP, SQL, XML, JavaScript, Algorithms, Visual Studio, HTML, MySQL, Linux, C#, .NET, Web Services, JSP, Python, JSON, OAuth, Prolog, Software Development, HTML 5, Web Applications, Social Networking, Android Development, C, Visual Basic
Education
State University of New York at Buffalo 2011 — 2012
Master's degree, Computer Science
Vivekanand Education Society’s Institute of Technology 2007 — 2011
Bachelor of Engineering, Information Technology, 3.8
HSBC April 2015 - Present
First Derivatives June 2012 - Present
Citi October 2012 - March 2015
Skills
Volcker Rule, Dodd-Frank, Financial Risk, Swaps, Trading Systems, Equity Derivatives, ISDA, Financial Regulation, Legal Compliance, Structured Products, Data Management, Large-scale Data..., Microsoft Excel, Foreign Exchange, Credit Derivatives, Interest Rate..., SQL, Unix, VBA, Market Data, Market Risk, Credit Risk, FX Options, Futures, Solvency II
Education
University College Dublin 2008 — 2012
Bachelor of Business and Law
Vlocity - The Industry Cloud Company July 2015 - Present
One Kings Lane December 2012 - July 2015
aurionPro Solutions August 2007 - December 2012
Citi October 2009 - October 2012
California Department of Technology March 2009 - April 2009
Standard & Poor's November 2008 - December 2008
PlantSense October 2008 - November 2008
State of California June 2008 - July 2008
Pioneer Electronics April 2008 - June 2008
Cyberlog October 2007 - February 2008
Skills
Performance Tuning, Application Performance..., Performance Engineering, Performance Analysis, Production Support, Performance Test..., Capacity Planning, Web Services, Application Monitoring, Unix, System Monitoring, Performance Measurement, Performance Benchmarking, Enterprise Architecture, Open Source Software, JMeter, Software Quality..., SDLC, SQL
Education
University of Alabama 2003 — 2004
M.S, Electrical and Computer Engineering
University of Madras 1998 — 2002
B.E., Instrumentation Engineering
Moss Adams LLP August 2014 - Present
Moss Adams LLP June 2014 - August 2014
Northern Arizona University January 2013 - June 2014
Citi September 2011 - July 2012
Citi January 2010 - September 2011
Skills
Financial Reporting, Banking, Accounting, Credit, Financial Accounting, Credit Risk, Credit Analysis, Cost Accounting, Auditing, Internal Controls, Financial Analysis, Insurance, Sarbanes-Oxley Act, Microsoft Excel, Time Management, General Ledger, GAAP, Microsoft Office, Microsoft Word
Education
Northern Arizona University, W.A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Accountancy, Senior
University of Arizona 2004 — 2010
Bachelor of Science (BS), Ecology and Evolutionary Biology
Citi March 2011 - February 2014
Education
University of Houston, C.T. Bauer College of Business 1972 — 1973
Masters of Tax Accounting, Tax Law/Taxation
University of Alabama 1968 — 1972
BS Accounting, Accounting & Economics
Citi Human Resources RepresentativeGreyhound Lines, Inc.1999 - 2008
Greyhound Lines, Inc. 1998 - 1999
Education
University of Arizona
Business Administration
JPMorgan Chase May 2013 - Present
JPMorgan Chase October 2011 - May 2013
JPMorgan Chase November 2009 - October 2011
JPMorgan Chase May 2007 - November 2009
Lomas Caricar December 2005 - June 2007
Citi December 2004 - December 2006
University of Arizona August 2000 - December 2004
Skills
Trend Analysis, Microsoft Excel, Outlook, Public Speaking, PowerPoint, Cash Management, Commercial Banking, Treasury Services, Customer Service, Sales Management, Management, Operations Management, Sales, Loan Origination, Risk Management, Loans, Call Centers, Credit, Banking, Team Leadership, Relationship Management, Process Improvement, Commercial Lending, Team Building, Business Analysis, Leadership, Coaching, Marketing, Financial Services, Insurance, Training, Microsoft Office, Mortgage Lending, Financial Analysis, Spanish, Finance, New Business Development, Strategic Planning, Analysis, Consumer Lending, Small Business Lending, Portfolio Management
Education
University of Phoenix 2009 — 2010
Master's of Arts, Business Administration
University of Arizona 2000 — 2004
Bachelor's of Arts, Communication
Citi January 2013 - Present
Citi January 2011 - January 2013
Citi April 2010 - January 2011
Citi February 2007 - April 2010
Skills
Data Analysis, Risk Management, Process Improvement, Problem Solving, Foreign Exchange, SWIFT messaging, Financial Risk, User Acceptance Testing, Account Reconciliation, Financial Services, Business Analysis, Microsoft Office, Options
Education
University at Buffalo 2002 — 2006
Bachelor's degree, Mathematics
Freed Maxick CPAs, P.C. May 2014 - Present
M&T Bank September 2013 - May 2014
Citi July 2008 - February 2013
U.S. Energy Development Corporation October 2007 - February 2008
Fisher-Price June 2004 - October 2007
Skills
Passed CFA level 2 exam, Valuation, Business Valuation, Financial Modeling, Financial Analysis, Equity Research, Financial Markets, Investments
Education
University at Buffalo 2004 — 2008
B.S., Business Administration
Citi July 2014 - Present
Breaking Into Wall Street July 2015 - August 2015
Ingram Micro June 2011 - June 2014
The Investing & Entrepreneurship Exchange April 2011 - May 2014
Bank of America July 2010 - June 2013
Ingram Micro January 2010 - November 2010
Bank of America June 2008 - December 2009
Bank of America June 2007 - June 2008
Skills
Financial Analysis, Portfolio Management, Valuation, Risk Management, Derivatives, Financial Markets, Financial Modeling, Microsoft Excel, Capital Markets, Leveraged Finance, Due Diligence, Investment Banking, Credit Analysis, Accounting, Fixed Income, Business Analysis, Leadership
Education
University at Buffalo 2005 — 2008
Bachelor of Science (BS), Finance, General
Mercer October 2014 - Present
Deloitte August 2014 - September 2014
ING July 2008 - May 2014
Citi September 2007 - June 2008
Aon Hewitt July 2007 - September 2007
Apex Systems April 2007 - June 2007
Teachers' Retirement System of the City of New York August 1996 - June 2006
Skills
Software Documentation, Management, Microsoft Excel, Process Improvement, User Acceptance Testing, Analysis, Microsoft Office, Pension Administration, Business Analysis, Quality Assurance, AS400 system, Data Analysis, Requirements Analysis, Team Building, Risk Management, Change Management, Quality Center, Defined Benefit, Pensions, Team Leadership, Leadership Development, Strategy, Coaching, OmniStation, NextGen, SQL DB2, MS-DOS, HP3000, CA Clarity, MS Excel Pivot Tables, Advanced SQL, Access Database, Government, SFTP, SCP, OMNI, System Administration, Supervisory Skills, Policy, OLTP, DB2, HP QUALITY CENTER 11.0, Manual Testing, Business Process, Access, Entrepreneurship, Systems Analysis, Small Business, SDLC, Business Requirements
Education
State University of New York at Buffalo 1992 — 1996
Bachelor of Science (BS)
City University of New York - Queensborough Community College 1990 — 1992
Associate of Arts and Sciences (A.A.S.)
NYSE Regulation May 2015 - Present
Citi January 2007 - Present
Citi April 2000 - December 2006
Skills
Series 7, Series 63, Securities, Equities, Fixed Income, FINRA, Capital Markets, Equity Trading, Trading, Bloomberg, Financial Markets, Alternative Investments, Derivatives, ETFs, Equity Derivatives, Trading Strategies
Education
Garden City High School
SUNY at Buffalo
Bachelor of Science, Business Administration
The Citco Group of Companies December 2014 - Present
Citi September 2014 - December 2014
Citi August 2013 - May 2014
State Street December 2012 - August 2013
Permanent TSB June 2011 - November 2012
Primark September 2007 - September 2009
Skills
Sales, Time Management, Customer Service, Banking, German, Teamwork, Management, Market Research, Microsoft Office, Microsoft Excel, Team Leadership, Marketing Communications, Social Media, PowerPoint
Education
University College Dublin 2007 — 2011
International Commerce & German, Bachelor Degree in International Commerce & German
University Eichstaett-Ingolstadt 2009 — 2010
BA, German
The Institute of Education, Dublin 2005 — 2007
Templeogue College Secondary School 2001 — 2005
Citi August 2010 - Present
M&T Bank August 2007 - August 2010
United Auto Credit Corporation April 2006 - August 2007
Skills
Leadership, Credit Risk, Microsoft Office, Project Management, Customer Service, Credit, Banking, Team Building, Sales
Education
ITT Technical Institute 2008 — 2011
Master's degree, Business Administration and Management, General
University at Buffalo 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Citi January 2015 - Present
Citi August 2014 - December 2014
Citi January 2014 - July 2014
Citi September 2012 - December 2013
Algonquin Studios October 2011 - September 2012
Classifieds Plus Inc September 2009 - November 2011
First Investors Corporation May 2009 - August 2009
Skills
Data Analysis, Financial Analysis, VB.NET, T-SQL, XSLT, JavaScript, CSS, Microsoft Office, SQL, PL/SQL, SharePoint, Data Quality, Business Objects, HTML/XML, PHP, ArgoUML, Visio, Test Cases, Test Case Generation, Test Scripts, UAT coordination, Financial Reporting, Visual Studio, XHTML, ASP.NET, IIS, Java, Windows, PowerPoint, Databases, Analysis, Microsoft SQL Server
Education
University at Buffalo 2006 — 2011
Business Administration, Management Information Systems and Financial Analysis
HSBC February 2015 - Present
Citi December 2013 - February 2015
M&T Bank September 2008 - December 2013
M&T Bank May 2006 - September 2008
M&T Bank April 2004 - May 2006
Skills
Credit, Financial Analysis, Banking, Portfolio Management
Education
State University of New York at Buffalo
BA, History
University at Buffalo
Master of Science (MS), Applied Economics
M&T Bank April 2013 - Present
Citi October 2007 - April 2013
Citi June 2006 - October 2007
Skills
Data Analysis, Microsoft Excel, Reporting & Analysis, Team Management, Banking, Forecasting
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Business
University of Health Sciences Antigua May 2015 - Present
American Web Loan April 2014 - May 2015
Citi September 2007 - April 2014
Ingram Micro January 2004 - September 2006
Skills
Financial Services, Credit Cards, Credit, Relationship Management, Banking, Microsoft Office, Retail Banking, Customer Service, Leadership, Cross Selling, Consumer Lending, Sales, Loans, Call Centers, Team Leadership, Credit Analysis, Credit Risk, Data Center, Management, Salesforce.com
Education
University at Buffalo 1998 — 2001
Educational Psychology
Citi March 2015 - Present
PricewaterhouseCoopers December 2005 - February 2015
American Express 2002 - 2005
Oliver Freaney & Company 1997 - 2002
Skills
Chartered Accountant, Certified Internal..., Certified Financial..., Auditing, Financial Audits, Internal Audit, Internal Controls, US GAAP, External Audit
Education
University College Dublin 1994 — 1997
Commerce
Terenure College 1983 — 1994
Citi February 2015 - Present
Madden Media May 2014 - February 2015
Schletter, Inc March 2011 - May 2014
TM International May 2009 - March 2011
Tucson Young Professionals August 2010 - December 2010
January Innovations, Inc 2008 - 2009
Skills
Event Planning, Social Media Marketing, Marketing Communications, Corporate Communications, Media Relations, Direct Marketing, Market Planning, Strategy, Solar Energy, Market Research, B2B Marketing, Marketing Strategy, Product Marketing, Strategic Partnerships, Renewable Energy, Email Marketing, New Business Development, Lead Generation, Market Analysis, Marketing, Competitive Analysis, Marketing Management, Online Advertising, Digital Marketing, Advertising, Social Media, Trade Shows, Public Relations, Leadership
Education
University of Arizona 2004 — 2009
BA, Communication
Smith Companies February 2007 - Present
Citi January 2006 - February 2007
Skills
Strategic Planning, Account Management, Financial Analysis, Sales, Microsoft Office, Sales Management, New Business Development, Negotiation
Education
University of Alabama 2001 — 2005
Business, Finance
Northern Trust 2011 - Present
Citi 2004 - 2011
Skills
Financial Analysis, Report Writing, Mathematics
Education
University of Arizona
Bachelor's degree, Accounting and Finance
Citi November 2013 - Present
Citi December 2012 - November 2013
MACGREGORS GRILLE AND TAPROOM July 2012 - November 2012
PURE Nightclub September 2008 - February 2011
Undergraduate Student Association at the University at Buffalo May 2007 - April 2009
Undergraduate Student Association at the University at Buffalo May 2006 - April 2007
Undergraduate Student Association at the University at Buffalo May 2005 - April 2006
Skills
Negotiation, Business Analysis, Financial Analysis, Microsoft Excel, Micros, Management, Motivation, Behavioral Interviewing, Financial Controlling, Department Budgeting, Bookkeeping, Training, Job Scheduling, Supply Chain Management, Inventory Management, Marketing Strategy, Social Media Marketing, Recruiting, Strategic Planning, Project Management, Event Management, Event Planning, Presentations, Team Building, Leading Meetings, Leading Diverse Teams, Leading Positive Change, Self-driven, Interviews, Problem Solving, Proactive self-starter, Leadership, Cross-functional Team..., Internal & External..., Internal Controls, Profit Maximization, Increased Profitability, Increase Productivity, Increasing Sales Revenue, Increasing Operational..., Reducing Operating Costs, Analytics, Microsoft Word, Globalization, International Finance, Corporate Finance, Managerial Finance, Managerial Skills, Real Estate, Investments
Education
SUNY at Buffalo 2004 — 2009
Bachelors, Business Administration
JPMorgan Chase & Co. October 2014 - Present
Citi January 2014 - June 2014
Citi November 2011 - January 2014
Citi April 1996 - November 2011
Skills
AML, KYC, Risk Management, Retail Banking, Banking, Financial Services, Financial Risk, Fluent in spoken and..., Anti Money Laundering
Education
Yonsei University 1991 — 1994
BA, English Literature and Language
University of Arizona 1988 — 1989
Cota Trucking LLC March 2015 - Present
Citi June 2013 - March 2015
SeCod Assesors June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish-speaking, Customer Service, International Business, Financial Analysis, Banking, Credit Cards, Lines Of Credit, Team-oriented
Education
University of Arizona 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science, Finance, General
MGO (Macias Gini & O'Connell LLP) July 2013 - Present
PwC December 2012 - January 2013
New Zealand Consulate General in Guangzhou September 2012 - September 2012
Shanghai Pudong Development Bank August 2012 - September 2012
Sing Tao Daily (SF) May 2012 - July 2012
CyraCom International June 2011 - March 2012
JKW Company January 2011 - February 2011
The University of Arizona April 2010 - June 2010
The University of Arizona July 2008 - March 2010
Citi July 2009 - August 2009
Skills
Lead Generation, Call Center, Customer Service, Microsoft Office, Business Development, Leadership, New Business Development, Multilingual, Account Management, Microsoft Excel, Accounting, Call Centers, Time Management, Research, CRM
Education
UC Davis Graduate School of Management 2012 — 2013
Master of Professional Accountancy (MPAc)
University of Arizona 2007 — 2011
BS, Business Administration
IntePros Consulting March 2015 - Present
Citi February 2014 - March 2015
Axelon Services Corp. August 2013 - February 2014
Staffmark March 2012 - March 2013
Bank of America December 2011 - February 2012
Seneca Resources Corporation March 2009 - September 2011
Uniform Data System for Medical Rehabilitation December 2001 - February 2009
Center for Competitiveness 1997 - 1997
Skills
Access, Training, Microsoft Office, Outlook, Microsoft Excel, Research, Databases, PowerPoint, Public Speaking, Management, Microsoft Word, Event Planning, Data Analysis, Administrative..., Human Resources, Program Management, Social Media, Team Building, Spreadsheets, Event Management, Adobe Acrobat, Presentation Development, Administrative Support, Adobe LiveCycle Designer, SPSS, Westlaw, Quorum Land Management, Excel, Word, Writing, Photoshop, SQL, Strategic Planning, Lean Six Sigma
Education
State University of New York at Buffalo 1985 — 1990
English
Buffalo State College
Computer Information Systems
Advanced Composite Products & Technology June 2013 - Present
Contract Work August 2012 - Present
Citi October 2010 - May 2012
JS Contractor Inc December 2008 - May 2010
Wells Fargo November 2007 - November 2008
Alaska State Pension Investment Board March 2005 - October 2007
Office of the Governor, State of Alaska March 2003 - March 2005
Alaska State Pension Investment Board October 2002 - March 2005
Rogge Global Partners PLC May 2002 - August 2002
Skills
Accounting, Accounts Payable &..., Account Management, Sales, Trade Fund Management
Education
University of Alaska Southeast 1997 — 2001
Bachelors Degree, Business Management, 3.50 GPA
Blackwatch Racing LLC March 2011 - Present
JPMorgan Chase 2007 - 2008
Citi 2005 - 2007
NovaStar Financial 2003 - 2005
American Financial Resources 2001 - 2003
Pfizer Pharmaceuticals 1999 - 2000
Skills
Banking, New Business Development, Loans, Credit, Sales Management, Business Strategy, Business Development, Sales, Mortgage Banking, Mortgage Lending
Education
University of Arizona
Bachelor of Science, Finance & Accounting
Citi January 2014 - Present
Citigroup February 2011 - January 2014
Citigroup February 2007 - February 2011
Citigroup October 2001 - February 2007
Skills
AML, Vendor Management, Risk Management, Analytics, SDLC, Business Analysis
Education
University of Alabama at Birmingham
Master of Science (M.S.), Health Informatics
University of Alabama at Birmingham
Bachelor of Arts (B.A.), History
Citi June 2011 - Present
Pershing July 2005 - February 2011
L'Oreal USA 2000 - 2005
Chubb Computer Services July 1999 - August 2000
Skills
Business Analysis, Financial Services, Series 7, Program Management, Vendor Management, Product Management, Equities, Fixed Income, Project Management, Series 63, Banking, Portfolio Management, Management, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Trading Systems
Education
Chubb Institute 1999 — 1999
Network Engineering and Data Communications
University of Arizona 1992 — 1995
bachelors, marketing
Creavin Consulting Corporation 2014 - Present
JP Morgan Chase August 2010 - June 2014
DTCC May 2008 - August 2010
Citi Private Bank March 2007 - March 2008
Citi 2005 - 2007
Citi Private Bank 2003 - 2005
Skills
Vendor Management, Program Management, Business Process..., Management Consulting, Strategy, Product Management, Management, Business Strategy, Project Management, Strategic Planning, Enterprise Architecture, Leadership, Business Process..., PMO, SDLC, Business Process..., Financial Services, Requirements Gathering, Change Management, Business Transformation, Integration, Requirements Analysis, Project Portfolio..., CRM, Relationship Management, Business Intelligence, Analytics, Information Technology, Governance, Software Development, Business Analysis, Executive Management, Enterprise Software, Analysis, IT Strategy, Contract Negotiation, Risk Management, Process Improvement, PMP, Outsourcing, Business Process, Project Planning, Software Project..., Cash Management, Investment Banking, Capital Markets, Agile Methodologies, Certified Scrum Master..., Cross-functional Team..., Banking
Education
University College Dublin
BA, Mathematics and Economics
Citi September 2013 - Present
Accenture Technology Solutions July 2005 - September 2013
CompUSA 2001 - 2005
Skills
Business Intelligence, Integration, Business Analysis, IT Strategy, SDLC, SAP, Data Conversion, SAP GRC Access Control, Project Management, Business Process, Business Process..., ERP, Solution Architecture, IT Management, Software Project..., Requirements Analysis, Enterprise Architecture, PMP, Data Migration, Business Process Design
Education
University at Buffalo 1998 — 2002
BNP Paribas January 2012 - Present
Citi May 2005 - October 2011
Brown Brothers Harriman 2003 - 2005
UBS (SBC) September 1997 - July 2003
Education
University College Cork 1993 — 1997
B.Sc., Business Information Systems
Citi August 2009 - Present
Citigroup January 2001 - January 2010
iOwn.com August 1996 - January 2001
Protective Life August 1993 - August 1995
Skills
Agile Methodologies, SDLC, Software Development, SOA, Architectures, Trading Systems, IP, Enterprise Software
Education
University of Alabama at Birmingham 1991 — 1995
CGI Federal December 2011 - Present
Citi January 2011 - December 2011
MAREX November 2005 - June 2009
Geneva Trading October 2002 - November 2005
Information Mosaic November 2000 - November 2001
WIT Capital November 1999 - November 2000
Citibank November 1996 - November 1999
Skills
Financial Services, Financial Modeling, Asset Managment, Business Analysis, Fixed Income, Equities, Derivatives
Education
EUREX Derivatives Exchange 2003 — 2003
Qualified Derivatives Trader, Financial Services
University College Cork 1992 — 1996
B.A.
CBC
Citi Administrative AssistantCitigroup2004 - Present
APAC 2001 - 2004
APAC Customer Services 2001 - 2004
Skills
Onboarding, Banking, Call Center, Human Resources, Credit Cards, Vendor Management, Credit
Education
University of Arizona 1998 — 2004
Aetna December 2013 - Present
Coventry Health Care, an Aetna Company March 2012 - Present
Citi February 2011 - August 2011
APAC November 2010 - February 2011
Afni June 2010 - September 2010
Barnes and Noble April 2004 - July 2010
Robinsons-May August 2003 - November 2003
Mervyns May 2000 - August 2003
Skills
Workers' Compensation..., Medical Coding, HIPAA, Merchandising, Data Entry, Microsoft Office, Customer Service, Product Development, Selling, Credit, Retail, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Illustration, Durable Medical...
Education
University of Arizona 1999 — 2005
Bachelor of Fine Arts (BFA), Design and Visual Communications, Illustration, 3.45
University of Arizona 1999 — 2005
Bachelor of Fine Arts (B.F.A.), Design and Visual Communications, General
Citi September 2013 - Present
Citi October 2010 - September 2013
Citi August 2008 - September 2010
Citi May 2007 - August 2008
Mercedes-Benz Technology January 2000 - July 2000
Mercedes-Benz do Brasil August 1999 - November 1999
University of Alabama August 1996 - April 1997
Skills
Client Relationship..., Cross-functional Team..., Global Business..., International Project..., Account Management, Language Skills, Analytical Abilities, Procedure Analysis, Portuguese native, German native, Fluent English, Fluent Spanish, Basic French, CRM, Change Management, Project Management, Portuguese, English, Credit Cards, Relationship Management, Business Development, German, Management, Leadership, Cards, Analytical Skills, Business Analysis, Financial Services, Language Development, Payments, Risk Management, Team Leadership
Education
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2003 — 2006
International Marketing and Informatics
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2000 — 2003
International political economics
University of Alabama 1996 — 1997
Undergraduate, Deductive Logic and Psychology
U.S. Bank November 2014 - Present
J.P. Morgan October 2013 - October 2014
UBS Wealth Management August 2010 - December 2012
Federal Reserve Bank of New York December 2005 - August 2010
JPMorgan Chase November 2003 - November 2005
Siemens February 2003 - August 2003
Citi January 2001 - July 2002
Novax Technology Center 1999 - 2000
Skills
IT Risk Management, Information Security, Internal Controls, Risk Assessment, Building Relationships, Regulatory Requirements, Information Assurance, Risk Management, Best Practices, Risk Mitigation, IT Governance, Compliance, Third Party Vendor..., Information Technology, Operational Risk..., Information Security..., IT Audit, Governance, Computer Security, Management, Strategy, Financial Risk, Security, SDLC, Vendor Management
Education
University of Advancing Technology 2003 — 2006
Software Engineering, Network Defense
Novax Technology Center
Genentech Inc. (Roche) September 2012 - Present
Roche Pharmaceuticals April 2010 - September 2012
Citi September 2007 - April 2010
Morgan Stanley Dean Witter January 2007 - August 2007
Skills
ITIL V3 Foundation, IT Service Management, ITIL, Incident Management, Integration, Microsoft Exchange, Mobile Devices, Operating Systems, Networking, Service Delivery, IT Management, Infrastructure, Help Desk Support, Technical Support, Management, Blackberry, IT Operations, iOS, iPhone, Vendor Management, System Administration
Education
University College Cork 2003 — 2006
BA, History (Maj) & Italian, 2:1
University College Cork 2003 — 2006
Bachelor's degree
Keller Willams Realty March 2014 - Present
Citi November 2008 - May 2011
Lehman Brothers July 2001 - October 2008
HSBC 2000 - 2001
Skills
Securities, Trading, Financial Markets, Banking, Financial Risk, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Prime Brokerage, Trading Systems
Education
University at Buffalo 1998 — 2000
MA, Financial Economics
University at Buffalo 1995 — 1998
BA, Business Administration
Northrim Bank October 2013 - Present
Alaska Pacific Bank October 2013 - April 2014
Wells Fargo Home Mortgage December 2012 - August 2013
Wells Fargo Home Mortgage November 2010 - December 2012
Citi June 2009 - November 2010
Hoffman/Lewis 2008 - 2008
Skills
Banking, Mortgage Lending, Commercial Lending, Loan Processing, Loan Closings, Mortgage Underwriting, Copywriting, Advertising, Marketing Communications, Brand Development, Social Media Marketing, Email Marketing, Creative Strategy, Underwriting, Social Media, Credit, Customer Service, Leadership
Education
Webster University 2004 — 2008
B.A., Advertising and Marketing Communications
University of Alaska Southeast
Accounting
Citi July 2011 - Present
State University of New York at Buffalo January 2010 - May 2011
Cognizant Technology Solutions February 2007 - August 2009
Education
State University of New York at Buffalo 2010 — 2011
MS, Computer Science
University of Waikato 2002 — 2006
BE, Electronics
Bhavans Vidya Mandir
Citi July 2011 - Present
CastleOak Securities July 2009 - June 2011
UBS Wealth Management July 2008 - April 2009
Sandler O'Neill May 2007 - August 2007
Education
University of Arizona 2004 — 2008
Bachelor's of Science in Business Administration, Finance
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance
Citi June 1980 - April 2013
Citibank 1980 - April 2013
Citi 1980 - 2013
Skills
Portfolio Management, Banking, Capital Markets, Business Process..., Risk Management, Management, Retail Banking, Fixed Income, Program Management, Financial Services, Strategic Planning, Investments, Investment Banking, Relationship Management, Financial Risk, PMO
Education
University of Alabama 1976 — 1980
BS, Corp. Finance
Bayer March 2014 - Present
Forest Laboratories November 2012 - March 2014
Citi September 2008 - June 2012
Pfizer March 2006 - March 2008
Price Waterhouse Management Consultants May 2002 - June 2005
Skills
Risk Management, SDLC, Business Analysis, Vendor Management, Project Management, Process Improvement, PMO, Portfolio Management, Project Portfolio..., Banking, IT Strategy, Requirements Analysis, Business Intelligence, Financial Services, Program Management, Software Project..., Business Process..., Change Management
Education
University College Cork 1993 — 1995
MSc, Microbiology, Genetics
University College Cork
Citi April 2015 - Present
Citigroup June 2007 - April 2015
Link Technology Group February 2000 - June 2007
GE Commercial Finance 2003 - 2005
Chase Manhattan January 1999 - August 2000
Metropolitan Life 1996 - 1998
PepsiCo 1993 - 1996
Skills
Integration, SDLC, Data Warehousing, Enterprise Architecture, Vendor Management, IT Strategy, Business Intelligence, Business Analysis, PMO, Project Portfolio..., Risk Management, Software Project..., Program Management, Data Modeling, Requirements Analysis, Requirements Gathering, PMP, IT Management, Business Transformation, Business Process..., Solution Architecture, Business Process, Enterprise Software, Governance
Education
University of Rhode Island 1979 — 1981
BS, Computer Science / Statistics
University of Alabama 1977 — 1978
Electrical Engineering
MicroVest Capital Management, LLC March 2015 - Present
Citi July 2012 - February 2015
Investor Group Services (IGS) May 2011 - August 2011
Capital Partners for Education (through Education Pioneers) June 2010 - August 2010
Nafta Fund (through Fulbright Scholarship) September 2008 - June 2009
Peace Corps July 2005 - August 2008
La Corona de Tucson, Concept 100 Realty December 2002 - July 2005
Education
University of Pennsylvania - The Wharton School
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Development, International Economics
University of Arizona
B.A., Philosophy, Economics
Bank of America May 2015 - Present
Citi September 2013 - May 2015
Citi August 2011 - September 2013
HSBC Mortgage Corporation December 2010 - August 2011
PlasticWeld Systems, Inc. June 2005 - December 2010
Skills
Technical Analysis, Trading Systems, Analytical Skills, Foreign Exchange, Technical Support, Analysis, Financial Services, Investments
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science, Financial Analysis
Citi April 2007 - Present
Skills
Banking, Credit, Risk Management, Portfolio Management, Retail Banking, Loans, Fixed Income, Equities, Derivatives, Financial Analysis, Credit Risk, Capital Markets, Investment Banking, Financial Risk, Finance, Trading, Financial Modeling, FX Options
Education
University at Buffalo 2000 — 2006
Bachelor of Science, Business Administration Concentration in Financial Analysis
Citi May 2009 - April 2012
XXtra Gas June 2008 - April 2009
Skills
Engineering, Production Managment, Process Engineering, Management, Quality Control, Accounting, Customer Service, Collections, Spanish, Volunteering, Operations Management, Project Management, Project Planning, Cross-functional Team..., Team Building, Business Development, Sales
Education
University of Arizona 2006 — 2008
Industrial Engineer
Citi February 2013 - Present
Citibank July 2008 - February 2013
Visa November 2000 - July 2008
Skills
Credit Cards, Credit Risk, Risk Management, Operational Risk, Financial Risk, Portfolio Management, Retail Banking, Operational Risk..., Credit, Financial Services, Payments, Financial Modeling, Basel II, Business Analysis, Credit Analysis, Financial Analysis, Analytics, Loans, Consumer Lending
Education
University of Miami 1998 — 2000
MBA, International Business
University of Alabama at Birmingham 1990 — 1992
BS, Finance
University of Alabama at Birmingham 1988 — 1990
BS, Management and Information Systems
Citi 2011 - Present
Education
University at Buffalo 2010 — 2011
Citi April 2013 - Present
Citi March 2012 - March 2013
Skills
Derivatives, Hedge Funds, Pension Funds, Alternative Investments, Structured Products, Asset Allocation, Valuation, Market Risk, Credit Analysis, Equity Research, VBA, Quantitative Analysis
Education
State University of New York at Buffalo 2010 — 2012
Master of Science (M.S.), Finance, 3.9
Citi April 2011 - Present
Citigroup November 2002 - April 2011
Citi January 2001 - November 2002
Citi January 1998 - December 2000
Skills
Credit, Loans, Mortgage Lending, Underwriting, Credit Analysis, Banking, Credit Risk, Financial Risk, Portfolio Management, Risk Management, Mortgage Banking, Financial Analysis, Loan Origination
Education
University of Arizona
Citi May 2012 - Present
Citi May 2009 - May 2012
Skills
Banking, Credit Cards, Credit, Portfolio Management, Relationship Management, Microsoft Office, Customer Service, Leadership
Education
University of Arizona 2011 — 2013
Political Science, Law and Public Policy
J.P. Morgan March 2015 - Present
Citi May 2014 - March 2015
Citi October 2012 - May 2014
Citi June 2011 - October 2012
Citi June 2008 - May 2011
Skills
Derivatives, Middle Office, Equity Derivatives, Equities, Credit Derivatives, Settlements, Derivative Operations, Interest Rate..., Markitwire, Dodd-Frank, Back Office, Financial Regulation, Swaps, Banking, Confirmation, Series 7, Series 63, PMP
Education
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration
Money Management Firm September 2008 - Present
Northwest Airlines October 2006 - January 2008
Citi October 2004 - October 2006
mileage plus 1993 - 2004
mileage plus 1993 - 2004
Skills
Process Improvement, Customer Service, Microsoft Excel, Outlook, Budgets
Education
University of Phoenix 2009 — 2010
MBA, Business
University of Arizona 1999 — 2004
BS, Family Studies and Human Development
Citi August 2004 - Present
Skills
Microsoft Office, Management
Education
University of Arizona
Bachelor's degree, Retail Management
Citi 2011 - Present
Staples November 2010 - May 2012
Staples November 2010 - May 2011
Community Service April 2001 - January 2008
Education
University of Arizona 2007 — 2010
Agribusiness Economics and Management, Agricultural Economics
Citi January 2015 - Present
LoVullo Associates, Inc. July 2014 - January 2015
Wegmans Food Markets November 2010 - July 2014
Wegmans Food Markets November 2009 - November 2010
Skills
Time Management, Customer Service, Cashiering, PowerPoint, Access, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Critical Thinking, Retail, Team-oriented, OS X, Windows, Mac OS, Financial Analysis, Cash Register, Highly personable, Outlook, Data Entry
Education
University at Buffalo 2010 — 2014
Bachelor of Science (BS), Finance
KWD Associates, LLC. January 2013 - Present
Bank of America January 2009 - October 2011
Merrill Lynch July 2008 - January 2009
Citi November 1996 - March 2008
Salomon Brothers September 1994 - October 1996
Skills
MongoDB, JavaScript, Investment Banking, Java, Electronic Trading, GWT, ActiveMQ, Trading Systems
Education
University of Alabama at Birmingham 1990 — 1993
Master of Science (MS), Materials Science
National Fuel Gas Company April 2015 - Present
Citi February 2013 - Present
Education
State University of New York at Buffalo 2009 — 2012
Bachelor of Science (BS), Finance, General
HSBC April 2012 - Present
Union Bank April 2004 - April 2012
Citi May 1995 - March 2004
Wells Fargo April 1988 - May 1995
Education
University of Arizona 1985 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1980 — 1984
BS - Finance, Finance, accounting and capital markets