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,
Citi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Wen Mona Guan Wen Mona Guan's Citi Experience February 2012 - March 2012
Job Intern at Management Systems
Industry Management Consulting
Experience
Management Systems February 2015 - Present
UCLA September 2013 - Present
The Veloz Group February 2014 - June 2014
UCLA November 2013 - March 2014
HuaTai Securities Co.,Ltd. June 2013 - August 2013
Citi February 2012 - March 2012
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Teamwork, Public Speaking, Statistics, Entrepreneurship, C++, Research, Event Planning, Microsoft Word
Education
UCLA 2012 — 2016
Bachelor's Degree, Mathematics and Economics
Nanjing Foreign Language School, Xianlin Campus 2009 — 2012
High School
Management Systems February 2015 - Present
UCLA September 2013 - Present
The Veloz Group February 2014 - June 2014
UCLA November 2013 - March 2014
HuaTai Securities Co.,Ltd. June 2013 - August 2013
Citi February 2012 - March 2012
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Teamwork, Public Speaking, Statistics, Entrepreneurship, C++, Research, Event Planning, Microsoft Word
Education
UCLA 2012 — 2016
Bachelor's Degree, Mathematics and Economics
Nanjing Foreign Language School, Xianlin Campus 2009 — 2012
High School
Daniel Cepin Daniel Cepin's Citi Experience April 2012 - July 2012
Job Baseball Operations Intern at San Diego Padres
Industry Sports
Experience
San Diego Padres March 2015 - Present
Triage Consulting Group June 2014 - March 2015
Triage Consulting Group September 2012 - June 2014
Citi April 2012 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Leadership, PowerPoint, Public Speaking, Financial Analysis, Microsoft Office, Microsoft Word, Banking, Team Leadership, Fitness, Microsoft Excel, Customer Service, Investments, Organization, Presentations, Equity Research, Stock Market Analysis, Healthcare Consulting, Consulting, Baseball, Analysis, Data Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Exercise Biology, Managerial Economics
Coronado High School 2003 — 2007
San Diego Padres March 2015 - Present
Triage Consulting Group June 2014 - March 2015
Triage Consulting Group September 2012 - June 2014
Citi April 2012 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Leadership, PowerPoint, Public Speaking, Financial Analysis, Microsoft Office, Microsoft Word, Banking, Team Leadership, Fitness, Microsoft Excel, Customer Service, Investments, Organization, Presentations, Equity Research, Stock Market Analysis, Healthcare Consulting, Consulting, Baseball, Analysis, Data Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Exercise Biology, Managerial Economics
Coronado High School 2003 — 2007
Sarah Leech's Citi Experience January 2015 - April 2015
Job Manager of Strategic Projects
Industry Consumer Goods
Experience
The Honest Company May 2015 - Present
Citi January 2015 - April 2015
Citi July 2014 - December 2014
Citi June 2012 - June 2014
Citi June 2011 - August 2011
Roth Capital Partners June 2010 - August 2010
Caye Partners March 2010 - June 2010
Oakley June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Analysis, Corporate Finance, Data Analysis, Finance, Investment Banking, Management
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Mathematics and Economics
University of Richmond, Rome
Italian Studies, philosophy, history
The Honest Company May 2015 - Present
Citi January 2015 - April 2015
Citi July 2014 - December 2014
Citi June 2012 - June 2014
Citi June 2011 - August 2011
Roth Capital Partners June 2010 - August 2010
Caye Partners March 2010 - June 2010
Oakley June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Analysis, Corporate Finance, Data Analysis, Finance, Investment Banking, Management
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Mathematics and Economics
University of Richmond, Rome
Italian Studies, philosophy, history
Carolyn Wheeler Carolyn Wheeler's Citi Experience May 2012 - June 2014
Job Assistant Director of Internal Communications for Caesars Entertainment LV Region
Industry Marketing and Advertising
Experience
Caesars Entertainment Corporation June 2014 - Present
Citi May 2012 - June 2014
Junior Achievement of Southern Nevada February 2011 - May 2012
Family to Family 2004 - 2012
Communities In Schools of Nevada September 2009 - February 2011
Willow Blue Marketing December 2003 - September 2009
Skills
Public Relations, Strategic Planning, Marketing, Event Planning, Marketing Communications, Media Relations, Social Media Marketing, Email Marketing, Marketing Strategy, Public Speaking, Event Management, Fundraising, Social Media, Online Advertising, Internal Communications, Entrepreneurship, Customer Service, Direct Marketing, Integrated Marketing, Nonprofits, Press Releases, Community Development, Corporate Communications, Brand Management, Social Networking, Community Outreach, Brand Development, Advertising, Strategy, Strategic Communications, Team Building, Non-profit..., Program Development, Program Management, Budget Reconciliation, Budget Setting, Marketing Research, Qualitative Research, Quantative Analysis, Employee Engagement, Leadership, Special Events..., Volunteer Management, Volunteer Training, Team Leadership, Special Events..., Nonprofit Governance, Corporate Social..., Corporate Branding, Crisis Communications
Education
University of California, Los Angeles 1985 — 1990
BA, Sociology
Caesars Entertainment Corporation June 2014 - Present
Citi May 2012 - June 2014
Junior Achievement of Southern Nevada February 2011 - May 2012
Family to Family 2004 - 2012
Communities In Schools of Nevada September 2009 - February 2011
Willow Blue Marketing December 2003 - September 2009
Skills
Public Relations, Strategic Planning, Marketing, Event Planning, Marketing Communications, Media Relations, Social Media Marketing, Email Marketing, Marketing Strategy, Public Speaking, Event Management, Fundraising, Social Media, Online Advertising, Internal Communications, Entrepreneurship, Customer Service, Direct Marketing, Integrated Marketing, Nonprofits, Press Releases, Community Development, Corporate Communications, Brand Management, Social Networking, Community Outreach, Brand Development, Advertising, Strategy, Strategic Communications, Team Building, Non-profit..., Program Development, Program Management, Budget Reconciliation, Budget Setting, Marketing Research, Qualitative Research, Quantative Analysis, Employee Engagement, Leadership, Special Events..., Volunteer Management, Volunteer Training, Team Leadership, Special Events..., Nonprofit Governance, Corporate Social..., Corporate Branding, Crisis Communications
Education
University of California, Los Angeles 1985 — 1990
BA, Sociology
Jessica Lynn Rojas's Citi Experience August 2010 - July 2011
Job Program Coordinator at CoachArt
Industry Health, Wellness and Fitness
Experience
CoachArt July 2013 - Present
UCSF Benioff Children's Hospital Oakland September 2014 - May 2015
Quadel Consulting Corporation February 2013 - June 2013
Voto Latino September 2012 - December 2012
Voto Latino June 2012 - September 2012
City Year August 2011 - June 2012
Citi August 2010 - July 2011
Community Service Programs (CSP, Inc) April 2010 - July 2010
LeasingDesk Insurance Services February 2009 - July 2010
Skills
Microsoft Office, Highly motivated..., Management, Critical Thinking, Supervising, Employee Training, Community Outreach, Team Building, Volunteer Recruiting..., Youth Development, Mentoring, Team Leadership, Client Relations Skills, Customer Service, Education, Project Management, Event Planning, Research, Grassroots Campaigning
Education
Union Institute & University 2014 — 2014
Graduate Certificate, Health Education, Cumulative GPA: 4.0
University of California, Irvine 2006 — 2010
B.A., Political Science; International Studies
CoachArt July 2013 - Present
UCSF Benioff Children's Hospital Oakland September 2014 - May 2015
Quadel Consulting Corporation February 2013 - June 2013
Voto Latino September 2012 - December 2012
Voto Latino June 2012 - September 2012
City Year August 2011 - June 2012
Citi August 2010 - July 2011
Community Service Programs (CSP, Inc) April 2010 - July 2010
LeasingDesk Insurance Services February 2009 - July 2010
Skills
Microsoft Office, Highly motivated..., Management, Critical Thinking, Supervising, Employee Training, Community Outreach, Team Building, Volunteer Recruiting..., Youth Development, Mentoring, Team Leadership, Client Relations Skills, Customer Service, Education, Project Management, Event Planning, Research, Grassroots Campaigning
Education
Union Institute & University 2014 — 2014
Graduate Certificate, Health Education, Cumulative GPA: 4.0
University of California, Irvine 2006 — 2010
B.A., Political Science; International Studies
Yunshu Jiang's Citi Experience March 2015 - Present
Job Optimization Statistician AML at Citi
Industry Banking
Experience
Citi March 2015 - Present
Kaiser Permanente January 2015 - March 2015
University of Michigan Health System July 2014 - December 2014
University of Michigan School of Public Health September 2012 - May 2014
University of Michigan June 2013 - September 2013
Bank of China, Los Angeles Branch June 2011 - August 2011
Skills
SAS, R, SQL, Data Analysis, Statistics, SPSS, Statistical Modeling, Stata, Calculus, Probability, Microsoft Excel, Teaching, Epidemiology, Experimental Design, SAS programming, Biostatistics, Tableau, Oracle Database
Education
University of Michigan 2012 — 2014
Master's Degree, Biostatistics
University of California, Los Angeles
Bachelor's degree, Statistics
Wuhan Foreign language school
Citi March 2015 - Present
Kaiser Permanente January 2015 - March 2015
University of Michigan Health System July 2014 - December 2014
University of Michigan School of Public Health September 2012 - May 2014
University of Michigan June 2013 - September 2013
Bank of China, Los Angeles Branch June 2011 - August 2011
Skills
SAS, R, SQL, Data Analysis, Statistics, SPSS, Statistical Modeling, Stata, Calculus, Probability, Microsoft Excel, Teaching, Epidemiology, Experimental Design, SAS programming, Biostatistics, Tableau, Oracle Database
Education
University of Michigan 2012 — 2014
Master's Degree, Biostatistics
University of California, Los Angeles
Bachelor's degree, Statistics
Wuhan Foreign language school
Philip Sheng Philip Sheng's Citi Experience September 2005 - June 2013
Job VP Business Banking at First Bank
Industry Banking
Experience
First Bank July 2014 - Present
East West Bank June 2013 - July 2014
Citi September 2005 - June 2013
Assael BMW January 2005 - September 2005
Skills
Commercial Banking, Commercial Lending, Finance, Relationship Management, Banking, Business Development, Credit, Loans, Financial Services, Lines Of Credit, Portfolio Management, Strategy, Small Business Lending, CRM, Sales, Credit Analysis, Small Business, Commercial Mortgages, Asset Based Lending, Loan Origination, Mortgage Lending, Consumer Lending, Cross Selling, Treasury Management
Education
University of California, Irvine 2003 — 2005
BA, International Studies
First Bank July 2014 - Present
East West Bank June 2013 - July 2014
Citi September 2005 - June 2013
Assael BMW January 2005 - September 2005
Skills
Commercial Banking, Commercial Lending, Finance, Relationship Management, Banking, Business Development, Credit, Loans, Financial Services, Lines Of Credit, Portfolio Management, Strategy, Small Business Lending, CRM, Sales, Credit Analysis, Small Business, Commercial Mortgages, Asset Based Lending, Loan Origination, Mortgage Lending, Consumer Lending, Cross Selling, Treasury Management
Education
University of California, Irvine 2003 — 2005
BA, International Studies
Franz Tissera Franz Tissera's Citi Experience January 2000 - September 2004
Job Chief Executive Officer at ElementalLabs, Inc.
Industry Computer Games
Experience
Phase9MotorSports, Inc. January 2015 - Present
Elemental-Labs, Inc. January 2011 - Present
Sony Computer Entertainment America October 2011 - December 2012
Citi January 2000 - September 2004
Skills
Console Games, Game Development, Mobile Game Development, Social Game Development, Game Developers, Game Design, Social Games, Video Games, Gameplay, Casual Games, Mobile Games, PS3, Xbox 360, Computer Games, Online Gaming, MMO, Level Design, Monetization, MMORPG, 3D, User Interface, Maya, Computer Graphics, Character Animation, iOS development, 3D Modeling, Digital Distribution, OpenGL, Animation, Mobile Applications, 3D Studio Max, Computer Animation, Perforce, Console, Storyboarding, Zbrush, Game Programming, Flash, Concept Design, Modeling, Texturing, Localization, Artificial Intelligence, Cross-platform..., ActionScript, iPhone, Scripting, Community Sites, Creative Direction, Visual Effects
Education
UCLA 2002 — 2004
B.S., Cognitive Science (AI)
Phase9MotorSports, Inc. January 2015 - Present
Elemental-Labs, Inc. January 2011 - Present
Sony Computer Entertainment America October 2011 - December 2012
Citi January 2000 - September 2004
Skills
Console Games, Game Development, Mobile Game Development, Social Game Development, Game Developers, Game Design, Social Games, Video Games, Gameplay, Casual Games, Mobile Games, PS3, Xbox 360, Computer Games, Online Gaming, MMO, Level Design, Monetization, MMORPG, 3D, User Interface, Maya, Computer Graphics, Character Animation, iOS development, 3D Modeling, Digital Distribution, OpenGL, Animation, Mobile Applications, 3D Studio Max, Computer Animation, Perforce, Console, Storyboarding, Zbrush, Game Programming, Flash, Concept Design, Modeling, Texturing, Localization, Artificial Intelligence, Cross-platform..., ActionScript, iPhone, Scripting, Community Sites, Creative Direction, Visual Effects
Education
UCLA 2002 — 2004
B.S., Cognitive Science (AI)
Julie Schmuttermair Julie Schmuttermair's Citi Experience July 2007 - July 2008
Job at
Industry Hospital & Health Care
Experience
Stella & Dot March 2015 - Present
Stitched on Me March 2014 - Present
Rady Children's Hospital-San Diego January 2005 - Present
UC San Diego September 2012 - June 2013
The Remington Club February 2010 - February 2011
Rady Children's Hospital October 2007 - September 2008
University of San Diego May 2005 - August 2008
Citi July 2007 - July 2008
Morgan Stanley Wealth Management June 2007 - July 2007
MiraCosta College December 2006 - February 2007
Skills
Research, Microsoft Excel, PowerPoint, Cpr Certified, Microsoft Word, Social Networking, Matlab, Networking, BLS, First Aid, Mentoring, Youth Mentoring, Psychology, Neurobehavioral..., Cognitive Neuroscience, Behavioral Neuroscience, Therapeutic Modalities, Cognitive Psychology, Biochemistry, Cell Biology, Systems Biology, Crochet, Crafts, Arts & Crafts, Central Nervous System, CNS disorders, Chronic Illness, Chronic Pain, Cancer, Play Therapy, Art Therapy, Art
Education
University of California, San Diego 2010 — 2013
Psychology, B.S., Biology, Biochemistry, Psychology
University of California, Los Angeles 2008 — 2009
Physiological Sciences
Stella & Dot March 2015 - Present
Stitched on Me March 2014 - Present
Rady Children's Hospital-San Diego January 2005 - Present
UC San Diego September 2012 - June 2013
The Remington Club February 2010 - February 2011
Rady Children's Hospital October 2007 - September 2008
University of San Diego May 2005 - August 2008
Citi July 2007 - July 2008
Morgan Stanley Wealth Management June 2007 - July 2007
MiraCosta College December 2006 - February 2007
Skills
Research, Microsoft Excel, PowerPoint, Cpr Certified, Microsoft Word, Social Networking, Matlab, Networking, BLS, First Aid, Mentoring, Youth Mentoring, Psychology, Neurobehavioral..., Cognitive Neuroscience, Behavioral Neuroscience, Therapeutic Modalities, Cognitive Psychology, Biochemistry, Cell Biology, Systems Biology, Crochet, Crafts, Arts & Crafts, Central Nervous System, CNS disorders, Chronic Illness, Chronic Pain, Cancer, Play Therapy, Art Therapy, Art
Education
University of California, San Diego 2010 — 2013
Psychology, B.S., Biology, Biochemistry, Psychology
University of California, Los Angeles 2008 — 2009
Physiological Sciences
Keona Everage Keona Everage's Citi Experience 2008 - 2010
Job Executive Assistant
Industry Executive Office
Experience
Vegas Christian Center 2013 - Present
Aerotek 2012 - 2013
Abercrombie & Fitch 2010 - 2012
Citi 2008 - 2010
Skills
Customer Service, Call Center, Microsoft Excel, Customer Satisfaction, Banking, Outlook, Credit, Credit Cards, Customer Experience, Microsoft Word, Microsoft Office, Sales, Teamwork, Data Entry, Retail, PowerPoint, Time Management, Human Resources, Office Management
Education
University of California, Davis 2001 — 2005
Bachelor of Arts, Communication
Vegas Christian Center 2013 - Present
Aerotek 2012 - 2013
Abercrombie & Fitch 2010 - 2012
Citi 2008 - 2010
Skills
Customer Service, Call Center, Microsoft Excel, Customer Satisfaction, Banking, Outlook, Credit, Credit Cards, Customer Experience, Microsoft Word, Microsoft Office, Sales, Teamwork, Data Entry, Retail, PowerPoint, Time Management, Human Resources, Office Management
Education
University of California, Davis 2001 — 2005
Bachelor of Arts, Communication
Amy Ng's Citi Experience July 2007 - April 2013
Job Human Resources, Change Management
Industry Human Resources
Experience
Crescent Solutions (a Consultant to Las Vegas Sands Corporation) December 2013 - March 2015
Citi July 2007 - April 2013
Citi March 2006 - June 2007
Citigroup August 2004 - March 2006
Citigroup March 2000 - July 2004
Precept Management Corporation January 1997 - October 1999
Applied Technology Associates, Inc. June 1989 - December 1996
Skills
Talent Acquisition, Recruiting, Human Resources, Project Management, Change Management, Employee Relations, Performance Management, Social Recruiting, Talent Management, Strategy, Sourcing, Onboarding, Management, Personnel Management, Training, Leadership, Social Influence, Hiring, Social Networking, Employee Benefits, Applicant Tracking..., Program Management, Candidate Engagement, HR Policies, Workforce Planning, Employee Engagement, Organizational Design, Succession Planning, Career Counseling, Vendor Management
Education
University of California, Davis 1985 — 1989
Crescent Solutions (a Consultant to Las Vegas Sands Corporation) December 2013 - March 2015
Citi July 2007 - April 2013
Citi March 2006 - June 2007
Citigroup August 2004 - March 2006
Citigroup March 2000 - July 2004
Precept Management Corporation January 1997 - October 1999
Applied Technology Associates, Inc. June 1989 - December 1996
Skills
Talent Acquisition, Recruiting, Human Resources, Project Management, Change Management, Employee Relations, Performance Management, Social Recruiting, Talent Management, Strategy, Sourcing, Onboarding, Management, Personnel Management, Training, Leadership, Social Influence, Hiring, Social Networking, Employee Benefits, Applicant Tracking..., Program Management, Candidate Engagement, HR Policies, Workforce Planning, Employee Engagement, Organizational Design, Succession Planning, Career Counseling, Vendor Management
Education
University of California, Davis 1985 — 1989
Madison Murphy Madison Murphy's Citi Experience June 2013 - Present
Job Credit Analyst at Citibank
Industry Financial Services
Experience
Citi June 2013 - Present
Morgan Stanley February 2013 - June 2013
UCLA Undergraduate Students Association Council June 2011 - June 2013
Orange County Lamoreaux Justice Center: District Attorney's Office August 2011 - September 2011
Skills
Microsoft Excel, Customer Service, Research, Strategic Planning, Event Planning, Community Organizing, Leadership, Community Outreach, Social Networking, Nonprofits, Fundraising, Data Analysis, Social Media, PowerPoint
Education
University of California, Los Angeles
Bachelor of Arts, Economics and Political Science
Citi June 2013 - Present
Morgan Stanley February 2013 - June 2013
UCLA Undergraduate Students Association Council June 2011 - June 2013
Orange County Lamoreaux Justice Center: District Attorney's Office August 2011 - September 2011
Skills
Microsoft Excel, Customer Service, Research, Strategic Planning, Event Planning, Community Organizing, Leadership, Community Outreach, Social Networking, Nonprofits, Fundraising, Data Analysis, Social Media, PowerPoint
Education
University of California, Los Angeles
Bachelor of Arts, Economics and Political Science
Mark Bui's Citi Experience June 2000 - June 2003
Job District Sales Lead at Astound
Industry Telecommunications
Experience
Comcast Cable March 2015 - Present
Safeway September 2003 - Present
Astound May 2014 - March 2015
PepsiCo May 2007 - February 2013
Citi June 2000 - June 2003
Skills
Sales, Leadership, Sales Management, Inventory Management, Communication, Customer Service, Account Management, Forecasting, Inventory Control, Direct Sales, Customer Satisfaction, Team Building, Sales Operations, Sales Process, Cold Calling, Solution Selling, Customer Retention, Telecommunications, Team Leadership
Education
University of California, Davis
Comcast Cable March 2015 - Present
Safeway September 2003 - Present
Astound May 2014 - March 2015
PepsiCo May 2007 - February 2013
Citi June 2000 - June 2003
Skills
Sales, Leadership, Sales Management, Inventory Management, Communication, Customer Service, Account Management, Forecasting, Inventory Control, Direct Sales, Customer Satisfaction, Team Building, Sales Operations, Sales Process, Cold Calling, Solution Selling, Customer Retention, Telecommunications, Team Leadership
Education
University of California, Davis
Elizabeth Perkins Elizabeth Perkins's Citi Experience July 2008 - June 2011
Job California Water Commission
Industry Government Administration
Experience
Bank of America September 2012 - October 2014
Bank of America July 2011 - September 2012
Citi July 2008 - June 2011
Citi April 2002 - July 2008
Skills
Credit, Mortgage Lending, Banking, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Commercial Lending, Small Business Lending, Portfolio Management, Loan Origination, Mortgage Banking, Financial Risk
Education
University of California, Davis
Bachelor of Arts (BA), Italian Language and Literature
University of Oregon
Psychology
Bank of America September 2012 - October 2014
Bank of America July 2011 - September 2012
Citi July 2008 - June 2011
Citi April 2002 - July 2008
Skills
Credit, Mortgage Lending, Banking, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Consumer Lending, Commercial Lending, Small Business Lending, Portfolio Management, Loan Origination, Mortgage Banking, Financial Risk
Education
University of California, Davis
Bachelor of Arts (BA), Italian Language and Literature
University of Oregon
Psychology
So Saechao So Saechao's Citi Experience April 2008 - June 2009
Job Field Technician at Computer Fellas
Industry Information Technology and Services
Experience
Computer Fellas February 2014 - Present
Northwest Administrators, Inc April 2011 - January 2014
Citi April 2008 - June 2009
Skills
Microsoft Excel, Access, Outlook, Accounting, Account Reconciliation, QuickBooks, Microsoft Word, Accounts Receivable, Windows, Data Analysis
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology
Computer Fellas February 2014 - Present
Northwest Administrators, Inc April 2011 - January 2014
Citi April 2008 - June 2009
Skills
Microsoft Excel, Access, Outlook, Accounting, Account Reconciliation, QuickBooks, Microsoft Word, Accounts Receivable, Windows, Data Analysis
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology
Irmin Ikram Irmin Ikram's Citi Experience June 2011 - September 2011
Job Assurance Staff at EY
Industry
Experience
EY September 2014 - Present
UC Irvine March 2013 - June 2014
UC Irvine June 2012 - June 2014
UC Irvine The Paul Merage School of Business December 2010 - June 2014
EY June 2013 - September 2013
Citi June 2011 - September 2011
Barclays June 2010 - September 2010
National Honor Society, American School Kuwait December 2006 - June 2010
American School of Kuwait July 2009 - September 2009
Institute of Business Management May 2009 - July 2009
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
American School of Kuwait 2006 — 2010
High School Diploma
EY September 2014 - Present
UC Irvine March 2013 - June 2014
UC Irvine June 2012 - June 2014
UC Irvine The Paul Merage School of Business December 2010 - June 2014
EY June 2013 - September 2013
Citi June 2011 - September 2011
Barclays June 2010 - September 2010
National Honor Society, American School Kuwait December 2006 - June 2010
American School of Kuwait July 2009 - September 2009
Institute of Business Management May 2009 - July 2009
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
American School of Kuwait 2006 — 2010
High School Diploma
Derek Gong Derek Gong's Citi Experience September 2012 - July 2013
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
New Western Acquisitions August 2015 - Present
Merrill Lynch September 2014 - December 2014
Citi September 2012 - July 2013
MCM Financial Group October 2011 - February 2012
TTC Imports June 2009 - August 2011
Allstate April 2011 - May 2011
Skills
Sales, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Banking, Accounting, Cantonese, Mandarin, Bilingual-Chinese, Computer Proficiency, Presentations, Life & Health Insurance...
Education
University of California, Irvine 2011 — 2015
Bachelor's degree business economics, Business/Managerial Economics
John A. Rowland High School 2008 — 2011
High School Dipolma, General Studies
New Western Acquisitions August 2015 - Present
Merrill Lynch September 2014 - December 2014
Citi September 2012 - July 2013
MCM Financial Group October 2011 - February 2012
TTC Imports June 2009 - August 2011
Allstate April 2011 - May 2011
Skills
Sales, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Banking, Accounting, Cantonese, Mandarin, Bilingual-Chinese, Computer Proficiency, Presentations, Life & Health Insurance...
Education
University of California, Irvine 2011 — 2015
Bachelor's degree business economics, Business/Managerial Economics
John A. Rowland High School 2008 — 2011
High School Dipolma, General Studies
Maureen Mangilit's Citi Experience September 2013 - Present
Job Vice President at Citi
Industry Investment Management
Experience
Citi September 2013 - Present
Wells Capital Management 2010 - 2012
Wells Fargo June 2007 - June 2010
Skills
Portfolio Management, High Yield Bonds, Portfolio Performance..., Trading, Internal Audit, Risk Assessment, Reporting & Analysis, Issue Resolution, Banking, Bloomberg, Bonds, Valuation, Investment Management, Hedge Funds, Fixed Income, Financial Services, Financial Risk, Management, Risk Management
Education
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Citi September 2013 - Present
Wells Capital Management 2010 - 2012
Wells Fargo June 2007 - June 2010
Skills
Portfolio Management, High Yield Bonds, Portfolio Performance..., Trading, Internal Audit, Risk Assessment, Reporting & Analysis, Issue Resolution, Banking, Bloomberg, Bonds, Valuation, Investment Management, Hedge Funds, Fixed Income, Financial Services, Financial Risk, Management, Risk Management
Education
UC Davis 2002 — 2006
Bachelor of Arts (B.A.), Economics
Matt McAdams Matt McAdams's Citi Experience August 2007 - August 2009
Job Personal Finance Writer
Industry Financial Services
Experience
MattMoneyMan.com January 2009 - Present
Citi August 2007 - August 2009
Skills
Microsoft Office, Customer Service, Social Media, Public Speaking, Research, Microsoft Excel, Management, Editing, Marketing, Microsoft Word, Social Media Marketing
Education
University of California, Los Angeles
Bachelor's Degree, English Language and Literature, General
University of Southern California
Master of Business Administration (M.B.A.), Finance and Investments
MattMoneyMan.com January 2009 - Present
Citi August 2007 - August 2009
Skills
Microsoft Office, Customer Service, Social Media, Public Speaking, Research, Microsoft Excel, Management, Editing, Marketing, Microsoft Word, Social Media Marketing
Education
University of California, Los Angeles
Bachelor's Degree, English Language and Literature, General
University of Southern California
Master of Business Administration (M.B.A.), Finance and Investments
Varun Sharat Varun Sharat's Citi Experience July 2013 - August 2013
Job Equity Trader of Investment & Trading Team at Bruin Hedge Fund
Industry Financial Services
Experience
Bruin Hedge Fund September 2015 - Present
Bruin Hedge Fund May 2015 - September 2015
J.P. Morgan June 2015 - August 2015
BagThat Trading Ltd (trading as 'ClicThat') August 2014 - September 2014
Barclays August 2014 - September 2014
Citi July 2013 - August 2013
Ujjivan July 2011 - August 2011
Skills
Strategy, Investments, VBA, Trading, Financial Analysis, Economics, Java, Public Speaking, Programming, Teamwork, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Economics and Minor in Geography, 3.5 cumulative GPA
Singapore American School 2009 — 2012
High School Diploma, 3.83 cumulative GPA
Bruin Hedge Fund September 2015 - Present
Bruin Hedge Fund May 2015 - September 2015
J.P. Morgan June 2015 - August 2015
BagThat Trading Ltd (trading as 'ClicThat') August 2014 - September 2014
Barclays August 2014 - September 2014
Citi July 2013 - August 2013
Ujjivan July 2011 - August 2011
Skills
Strategy, Investments, VBA, Trading, Financial Analysis, Economics, Java, Public Speaking, Programming, Teamwork, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Economics and Minor in Geography, 3.5 cumulative GPA
Singapore American School 2009 — 2012
High School Diploma, 3.83 cumulative GPA
Tina Davis Tina Davis's Citi Experience May 2005 - Present
Job Director, Sponsorships and Marketing at Citi
Industry Financial Services
Experience
Citi May 2005 - Present
Wieden + Kennedy April 1999 - May 2005
Young & Rubicam March 1998 - April 1999
Skills
Sports Marketing, Sponsorship Program..., Integrated Marketing, Relationship Management, Marketing, Marketing Strategy, Analytics, Direct Marketing, Brand Management, Lead Generation, Strategic Partnerships, Sponsorship, Relationship Marketing
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
Torrejon High School, Madrid Spain
Citi May 2005 - Present
Wieden + Kennedy April 1999 - May 2005
Young & Rubicam March 1998 - April 1999
Skills
Sports Marketing, Sponsorship Program..., Integrated Marketing, Relationship Management, Marketing, Marketing Strategy, Analytics, Direct Marketing, Brand Management, Lead Generation, Strategic Partnerships, Sponsorship, Relationship Marketing
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
Torrejon High School, Madrid Spain
Ellie Matin Ellie Matin's Citi Experience August 2011 - March 2013
Job SBA Lending, Business Development Officer
Industry Banking
Experience
Union Bank March 2013 - Present
Citi August 2011 - March 2013
Konica Minolta Business Solutions U.S.A., Inc. December 2010 - August 2011
Washington Mutual Bank/JPMorgan Chase December 2003 - December 2010
Skills
Small Business, Credit, Commercial Banking, Loans, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Retail Banking, Credit Risk, Lines Of Credit, Business Development, Management, Business, Cash Flow Lending
Education
UCLA
Union Bank March 2013 - Present
Citi August 2011 - March 2013
Konica Minolta Business Solutions U.S.A., Inc. December 2010 - August 2011
Washington Mutual Bank/JPMorgan Chase December 2003 - December 2010
Skills
Small Business, Credit, Commercial Banking, Loans, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Retail Banking, Credit Risk, Lines Of Credit, Business Development, Management, Business, Cash Flow Lending
Education
UCLA
Maitree Mervana's Citi Experience June 2014 - August 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - August 2014
BCMS Corporate October 2013 - December 2013
Ernst & Young June 2013 - August 2013
WestPark Capital, Inc. January 2013 - March 2013
RPX Corporation July 2012 - September 2012
Los Angeles Confidential Magazine January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Marketing, Leadership, PowerPoint, Microsoft Word, Event Planning, Research, Market Research, Financial Analysis, Capital IQ, Social Media, Financial Modeling, Data Analysis, Investment Banking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics, Accounting Minor
Evergreen Valley High School 2007 — 2011
High School Diploma
Citi June 2014 - August 2014
BCMS Corporate October 2013 - December 2013
Ernst & Young June 2013 - August 2013
WestPark Capital, Inc. January 2013 - March 2013
RPX Corporation July 2012 - September 2012
Los Angeles Confidential Magazine January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Marketing, Leadership, PowerPoint, Microsoft Word, Event Planning, Research, Market Research, Financial Analysis, Capital IQ, Social Media, Financial Modeling, Data Analysis, Investment Banking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics, Accounting Minor
Evergreen Valley High School 2007 — 2011
High School Diploma
Katie Jansen Katie Jansen's Citi Experience September 2007 - August 2009
Job Investor Relations Analyst at Zendesk
Industry Computer Software
Experience
Zendesk December 2014 - Present
UBS Investment Bank August 2009 - December 2014
Citi September 2007 - August 2009
Education
UC Davis 2003 — 2007
BS, Managerial Economics
Zendesk December 2014 - Present
UBS Investment Bank August 2009 - December 2014
Citi September 2007 - August 2009
Education
UC Davis 2003 — 2007
BS, Managerial Economics
Kathy Wadsworth's Citi Experience 2006 - 2012
Job Experienced Medical Regulatory Professional
Industry Research
Experience
University of Miami November 2012 - Present
Pro-Test for Science 2009 - Present
UCLA August 2011 - August 2012
CITI 2006 - 2012
UCLA August 2009 - November 2011
UCLA June 2004 - October 2009
UCLA June 1995 - June 2004
Amgen 1991 - 1993
Skills
Negotiation, Public Speaking, Creative design, Institutional Needs..., Strategic Planning, Development & delivery..., Regulatory Analysis, Laboratory, Clinical Research, Grant Writing, Management, IRB, Policy, Program Management, Higher Education, Public Policy, Strategic Communications, Policy Analysis, Qualitative Research, Animal Work, Microsoft Office, Strategy, Government, Microsoft Word, Regulatory Affairs, Microsoft Excel, Data Analysis, Program Evaluation
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), English
University of Miami November 2012 - Present
Pro-Test for Science 2009 - Present
UCLA August 2011 - August 2012
CITI 2006 - 2012
UCLA August 2009 - November 2011
UCLA June 2004 - October 2009
UCLA June 1995 - June 2004
Amgen 1991 - 1993
Skills
Negotiation, Public Speaking, Creative design, Institutional Needs..., Strategic Planning, Development & delivery..., Regulatory Analysis, Laboratory, Clinical Research, Grant Writing, Management, IRB, Policy, Program Management, Higher Education, Public Policy, Strategic Communications, Policy Analysis, Qualitative Research, Animal Work, Microsoft Office, Strategy, Government, Microsoft Word, Regulatory Affairs, Microsoft Excel, Data Analysis, Program Evaluation
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), English
Yunqiu (Leona) Hu's Citi Experience February 2014 - Present
Job VP Decision Management at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
S&P Capital IQ October 2013 - December 2013
Haver Analytics June 2013 - August 2013
Bain & Company April 2012 - August 2012
Morgan Stanley Smith Barney April 2011 - June 2011
Ernst & Young February 2011 - March 2011
Skills
Corporate Finance, Derivatives, Financial Modeling, Valuation, Investments, Matlab, Capital Markets, Accounting, Mandarin, Bloomberg, Equity Research, Microsoft Excel, VBA, Private Equity, Quantitative Finance, Emerging Markets, Finance, Economics, Econometrics, Bloomberg Terminal, Capital IQ, Quantitative Analytics, Financial Analysis, Eviews, SAS programming
Education
Columbia University- Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Operations Research in Finance
Zhejiang University 2008 — 2012
BA. Economics, Finance & Banking, 3.9
University of California, Davis 2011 — 2011
Exchange student, Economics, 3.9
Hangzhou No.2 High School 2005 — 2008
Citi February 2014 - Present
S&P Capital IQ October 2013 - December 2013
Haver Analytics June 2013 - August 2013
Bain & Company April 2012 - August 2012
Morgan Stanley Smith Barney April 2011 - June 2011
Ernst & Young February 2011 - March 2011
Skills
Corporate Finance, Derivatives, Financial Modeling, Valuation, Investments, Matlab, Capital Markets, Accounting, Mandarin, Bloomberg, Equity Research, Microsoft Excel, VBA, Private Equity, Quantitative Finance, Emerging Markets, Finance, Economics, Econometrics, Bloomberg Terminal, Capital IQ, Quantitative Analytics, Financial Analysis, Eviews, SAS programming
Education
Columbia University- Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Operations Research in Finance
Zhejiang University 2008 — 2012
BA. Economics, Finance & Banking, 3.9
University of California, Davis 2011 — 2011
Exchange student, Economics, 3.9
Hangzhou No.2 High School 2005 — 2008
Will Emery's Citi Experience June 2015 - August 2015
Job UCEAP Exchange Student at UCLA
Industry Banking
Experience
Citi June 2015 - August 2015
Leeds University Business School ( LUBS ) Society May 2014 - April 2015
TECHNOLOGY RECOVERY & DEVELOPMENT June 2014 - August 2014
Citi April 2014 - April 2014
KPMG UK October 2012 - July 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Consulting, Auditing, Internal Controls, IT Audit, Financial Analysis, Accounting
Education
Leeds University 2013 — 2017
Bachelor of Science (BSc), Economics
University of California, Los Angeles 2015 — 2016
UCEAP Exchange Student, Economics
Bristol Grammar School 2005 — 2012
Citi June 2015 - August 2015
Leeds University Business School ( LUBS ) Society May 2014 - April 2015
TECHNOLOGY RECOVERY & DEVELOPMENT June 2014 - August 2014
Citi April 2014 - April 2014
KPMG UK October 2012 - July 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Consulting, Auditing, Internal Controls, IT Audit, Financial Analysis, Accounting
Education
Leeds University 2013 — 2017
Bachelor of Science (BSc), Economics
University of California, Los Angeles 2015 — 2016
UCEAP Exchange Student, Economics
Bristol Grammar School 2005 — 2012
Chelsea Wheeler Chelsea Wheeler's Citi Experience April 2015 - Present
Job Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
AIG April 2014 - April 2015
The Trout Group March 2012 - April 2014
MLV October 2010 - February 2012
Sacramento River Cats March 2009 - September 2009
Legal Services of Northern California January 2008 - June 2008
Skills
Series 7, Series 63, Series 99, Financial Markets, Event Management, Client Development, Project Implementation, Marketing Strategy, Fundraising, Capital Markets, Microsoft Office, Financial Modeling, Hedge Funds, Equities, Private Equity, Mergers & Acquisitions, Investments, Bloomberg Terminal, Securities, Trading, Investor Relations, Bloomberg, Investment Banking, IPO, Valuation, Negotiation, Social Media, PowerPoint, Research, Financial Analysis
Education
University of California, Davis 2006 — 2010
B.A., Economics, English
Carondelet High School
Citi April 2015 - Present
AIG April 2014 - April 2015
The Trout Group March 2012 - April 2014
MLV October 2010 - February 2012
Sacramento River Cats March 2009 - September 2009
Legal Services of Northern California January 2008 - June 2008
Skills
Series 7, Series 63, Series 99, Financial Markets, Event Management, Client Development, Project Implementation, Marketing Strategy, Fundraising, Capital Markets, Microsoft Office, Financial Modeling, Hedge Funds, Equities, Private Equity, Mergers & Acquisitions, Investments, Bloomberg Terminal, Securities, Trading, Investor Relations, Bloomberg, Investment Banking, IPO, Valuation, Negotiation, Social Media, PowerPoint, Research, Financial Analysis
Education
University of California, Davis 2006 — 2010
B.A., Economics, English
Carondelet High School
Jon L. Bowles Jon L. Bowles's Citi Experience March 2003 - November 2009
Job Making Investments Make Sense
Industry Financial Services
Experience
NettWorth Financial Group December 2012 - Present
JLB Financial Inc. November 2009 - Present
Mid City Business Source 2012 - 2013
JLB Financial Inc. 2009 - 2012
Citi March 2003 - November 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Morgan Stanley November 1997 - February 2003
Important Disclosure December 1995 - December 1996
Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care
Education
UCLA Extension Certificate - Personal Financial program 2005 — 2007
Personal Financial Planning Designate, Certificate program
UCLA
Bachelor of Arts, History
NettWorth Financial Group December 2012 - Present
JLB Financial Inc. November 2009 - Present
Mid City Business Source 2012 - 2013
JLB Financial Inc. 2009 - 2012
Citi March 2003 - November 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Penn Mutual 2008 - 2009
Morgan Stanley November 1997 - February 2003
Important Disclosure December 1995 - December 1996
Skills
Retirement Income..., Tax free retirement..., Measured Wealth..., Retirement Planning, Wealth Management, Create more net..., Retirement, Lifetime, Income, Strategic Financial..., Series 63, Investments, Mutual Funds, Wealth, Financial Planners, Estate Planning, 401k, Investment Advisory, Financial Advisory, Series 7, Securities, Fixed Annuities, Options, Insurance, Life Insurance, Mortgage Lending, Alternative Investments, Asset Allocation, FINRA, Finance, Wealth Management..., Investment Strategies, IRAs, Series 6, Long-term Care
Education
UCLA Extension Certificate - Personal Financial program 2005 — 2007
Personal Financial Planning Designate, Certificate program
UCLA
Bachelor of Arts, History
Michele Berson's Citi Experience September 1989 - January 1990
Job Simple, straightforward and easy to understand solutions for your financial independence.
Industry Financial Services
Experience
Berson Money Management May 2012 - Present
Churchill Management Group November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele) January 2003 - June 2007
Charles Schwab 1997 - November 1999
Mercer Global Advisors 1995 - 1996
Global Dynamics 1993 - 1995
First Interstate Bank January 1990 - September 1994
Citi September 1989 - January 1990
Bank of New York (formally Irving Trust Company) February 1985 - September 1988
First Interstate Bank September 1983 - February 1985
Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics
La Jolla High School 1977 — 1979
Berson Money Management May 2012 - Present
Churchill Management Group November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele) January 2003 - June 2007
Charles Schwab 1997 - November 1999
Mercer Global Advisors 1995 - 1996
Global Dynamics 1993 - 1995
First Interstate Bank January 1990 - September 1994
Citi September 1989 - January 1990
Bank of New York (formally Irving Trust Company) February 1985 - September 1988
First Interstate Bank September 1983 - February 1985
Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics
La Jolla High School 1977 — 1979
Anissa Chen's Citi Experience June 2011 - August 2011
Job Product Development Manager at MasterCard
Industry Computer Software
Experience
MasterCard June 2015 - Present
Opera Solutions April 2014 - June 2015
Opera Solutions July 2012 - April 2014
Citi June 2011 - August 2011
CBS Television Distribution September 2010 - June 2011
SFO June 2010 - September 2010
Anderson Business School September 2008 - June 2010
Skills
Management, PowerPoint, Market Research, Marketing, Social Media, Microsoft Excel, Research, Online Advertising, Marketing Strategy, Leadership, Editing, Access, Social Networking, Training, Data Analysis, Product Development, Product Management, User Interface Design, Product Design, Microsoft Office, Event Planning, Analytics
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics, Public Policy
Lowell High School 2004 — 2008
MasterCard June 2015 - Present
Opera Solutions April 2014 - June 2015
Opera Solutions July 2012 - April 2014
Citi June 2011 - August 2011
CBS Television Distribution September 2010 - June 2011
SFO June 2010 - September 2010
Anderson Business School September 2008 - June 2010
Skills
Management, PowerPoint, Market Research, Marketing, Social Media, Microsoft Excel, Research, Online Advertising, Marketing Strategy, Leadership, Editing, Access, Social Networking, Training, Data Analysis, Product Development, Product Management, User Interface Design, Product Design, Microsoft Office, Event Planning, Analytics
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics, Public Policy
Lowell High School 2004 — 2008
Haroon Sattari Haroon Sattari's Citi Experience September 2013 - Present
Job Vice President, Private Banking at Citi
Industry Investment Management
Experience
Citi September 2013 - Present
Abbot Downing April 2013 - September 2013
Abbot Downing April 2012 - April 2013
Skills
Investments, Portfolio Management, Fiduciary Services, Asset Management, Investment Management, Private Banking, High Net Worth..., Relationship Management, Asset Allocation, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Wealth Management..., Equities, Mutual Funds, Series 7, Securities, ETFs, Credit, Risk Management, Valuation, Capital Markets, Wealth Management, Financial Analysis, Alternative Investments, Private Equity, Derivatives, Series 63, Finance
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Economics
Citi September 2013 - Present
Abbot Downing April 2013 - September 2013
Abbot Downing April 2012 - April 2013
Skills
Investments, Portfolio Management, Fiduciary Services, Asset Management, Investment Management, Private Banking, High Net Worth..., Relationship Management, Asset Allocation, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Wealth Management..., Equities, Mutual Funds, Series 7, Securities, ETFs, Credit, Risk Management, Valuation, Capital Markets, Wealth Management, Financial Analysis, Alternative Investments, Private Equity, Derivatives, Series 63, Finance
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Economics
Helen Gong Helen Gong's Citi Experience June 2015 - August 2015
Job Student at UCLA
Industry Investment Banking
Experience
Citi June 2015 - August 2015
CREO Capital Advisors April 2015 - June 2015
McCafferty & Company October 2014 - December 2014
CREO Capital Advisors March 2014 - September 2014
Bank of America Merrill Lynch May 2014 - May 2014
Diamond Capital Advisors September 2013 - March 2014
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics
Pudong Foreign Languages School
Citi June 2015 - August 2015
CREO Capital Advisors April 2015 - June 2015
McCafferty & Company October 2014 - December 2014
CREO Capital Advisors March 2014 - September 2014
Bank of America Merrill Lynch May 2014 - May 2014
Diamond Capital Advisors September 2013 - March 2014
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics
Pudong Foreign Languages School
Neill Vaughan Neill Vaughan's Citi Experience April 2015 - Present
Job Officer and Compliance Analyst at Citibank
Industry Banking
Experience
Citi April 2015 - Present
USAA May 2014 - January 2015
Citibank July 2011 - May 2014
Ignite the Change January 2005 - April 2010
Comcast May 2002 - December 2004
SolutionBridge, Inc. November 2000 - April 2002
Group Business Software June 1998 - November 2000
Skills
CRM, CRM Project Management, Relationship Management, Six Sigma, Research, Management, Project Management, Solution Selling, Fraud Detection &..., Business Process..., Business Requirements, Training Delivery, Best Practices, Needs Analysis, Leadership
Education
UCLA 1984 — 1987
Bachelor of Arts (BA), Political Science and Government
Skyline High School
Citi April 2015 - Present
USAA May 2014 - January 2015
Citibank July 2011 - May 2014
Ignite the Change January 2005 - April 2010
Comcast May 2002 - December 2004
SolutionBridge, Inc. November 2000 - April 2002
Group Business Software June 1998 - November 2000
Skills
CRM, CRM Project Management, Relationship Management, Six Sigma, Research, Management, Project Management, Solution Selling, Fraud Detection &..., Business Process..., Business Requirements, Training Delivery, Best Practices, Needs Analysis, Leadership
Education
UCLA 1984 — 1987
Bachelor of Arts (BA), Political Science and Government
Skyline High School
Kim Ancker, SPHR Kim Ancker, SPHR's Citi Experience 2006 - Present
Job Human Resources Advisor at Citi
Industry Human Resources
Experience
Citi 2006 - Present
Target Corporation August 1997 - February 2006
Skills
Succession Planning, Performance Management, Employee Relations, Talent Management, Recruiting, Employee Engagement, Human Resources, Onboarding, Workforce Planning, Talent Acquisition, HR Policies, Deferred Compensation, Benefits Administration, Applicant Tracking..., HR Consulting, College Recruiting, Employment Law, PeopleSoft, Interviews, Organizational Design, Employee Benefits, Organizational...
Education
University of California, Davis
Bachelors, Psychology
Citi 2006 - Present
Target Corporation August 1997 - February 2006
Skills
Succession Planning, Performance Management, Employee Relations, Talent Management, Recruiting, Employee Engagement, Human Resources, Onboarding, Workforce Planning, Talent Acquisition, HR Policies, Deferred Compensation, Benefits Administration, Applicant Tracking..., HR Consulting, College Recruiting, Employment Law, PeopleSoft, Interviews, Organizational Design, Employee Benefits, Organizational...
Education
University of California, Davis
Bachelors, Psychology
Patrick Mun Patrick Mun's Citi Experience 2012 - Present
Job Vice President, Technology Banking at Citi
Industry Financial Services
Experience
Citi 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Equilar, Inc. 2008 - 2008
Skills
Financial Modeling, Investments, Credit Analysis, Financial Analysis, Banking, Valuation, Credit, Portfolio Management, Investment Banking, Loans, Credit Risk, Fixed Income, Finance, Risk Management
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Economics
Citi 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Equilar, Inc. 2008 - 2008
Skills
Financial Modeling, Investments, Credit Analysis, Financial Analysis, Banking, Valuation, Credit, Portfolio Management, Investment Banking, Loans, Credit Risk, Fixed Income, Finance, Risk Management
Education
University of California, Davis 2004 — 2007
Bachelor of Arts, Economics
Ella Baroyan's Citi Experience June 2013 - August 2013
Job Organizational Effectiveness Consultant at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting August 2014 - Present
NYU Stern School of Business August 2012 - May 2014
Citi June 2013 - August 2013
Tough Mudder LLC January 2013 - June 2013
Deloitte Consulting September 2010 - July 2012
Deloitte Consulting June 2008 - August 2010
Skills
Change Management, Project Management, Strategic Communications, Research, Qualitative Research, Change Leadership, PowerPoint, HR Strategy, Culture Change, Microsoft Excel, Business Process, Management, Training, Organizational Structure, Presentations, Change Champion, Blended Learning, Organization..., Data-driven, Quantitative Research, Strategy, Marketing, Management Consulting, Consulting, Leadership
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, Finance, and Leadership and Change Management
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Economics and Minor in Education
Slalom Consulting August 2014 - Present
NYU Stern School of Business August 2012 - May 2014
Citi June 2013 - August 2013
Tough Mudder LLC January 2013 - June 2013
Deloitte Consulting September 2010 - July 2012
Deloitte Consulting June 2008 - August 2010
Skills
Change Management, Project Management, Strategic Communications, Research, Qualitative Research, Change Leadership, PowerPoint, HR Strategy, Culture Change, Microsoft Excel, Business Process, Management, Training, Organizational Structure, Presentations, Change Champion, Blended Learning, Organization..., Data-driven, Quantitative Research, Strategy, Marketing, Management Consulting, Consulting, Leadership
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, Finance, and Leadership and Change Management
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Economics and Minor in Education
Tom O'Leary Tom O'Leary's Citi Experience 2001 - 2001
Job Regional Sales Manager at Carrington Mortgage Services, Mortgage Lending Division
Industry Real Estate
Experience
Carrington Mortgage Services, Mortgage Lending Division June 2015 - Present
Mountain West Financial August 2013 - May 2015
Carrington Real Estate Services, Inc. March 2009 - August 2013
AIG - Wilmington Finance April 2007 - August 2008
Fremont Investment and Loan April 2001 - March 2007
Associates First Capital August 1995 - March 2001
Citi 2001 - 2001
Skills
Real Estate, Consultative Selling, New Business Development, Sales Management, Account Management, Negotiation, Customer Relations, Team Building, Contract Negotiation, Customer Service, Coaching, Business Planning, Compliance, Budgeting, Operations Management, B2B, Problem Solving, Financial Analysis, Team Leadership, Strategic Planning, Microsoft Office, Cold Calling, Short Sales, Mortgage, Change Management, Underwriting, PowerPoint, Excel, Asset Management, Contract Negotiations, Planning, Hiring, Marketing Strategy, Risk Management, Forecasting, Business Analysis, Word, Business Strategy, Selling, Credit, P&L, P&L Management, Executive Management, Key Account Management, Performance Management, Management Consulting, Portfolio Management, Team Management, Loss Mitigation, Business Management
Education
University of California, Los Angeles
Bachelor or Arts, Political Science and Government
Carrington Mortgage Services, Mortgage Lending Division June 2015 - Present
Mountain West Financial August 2013 - May 2015
Carrington Real Estate Services, Inc. March 2009 - August 2013
AIG - Wilmington Finance April 2007 - August 2008
Fremont Investment and Loan April 2001 - March 2007
Associates First Capital August 1995 - March 2001
Citi 2001 - 2001
Skills
Real Estate, Consultative Selling, New Business Development, Sales Management, Account Management, Negotiation, Customer Relations, Team Building, Contract Negotiation, Customer Service, Coaching, Business Planning, Compliance, Budgeting, Operations Management, B2B, Problem Solving, Financial Analysis, Team Leadership, Strategic Planning, Microsoft Office, Cold Calling, Short Sales, Mortgage, Change Management, Underwriting, PowerPoint, Excel, Asset Management, Contract Negotiations, Planning, Hiring, Marketing Strategy, Risk Management, Forecasting, Business Analysis, Word, Business Strategy, Selling, Credit, P&L, P&L Management, Executive Management, Key Account Management, Performance Management, Management Consulting, Portfolio Management, Team Management, Loss Mitigation, Business Management
Education
University of California, Los Angeles
Bachelor or Arts, Political Science and Government
Amelie Zhao Amelie Zhao's Citi Experience June 2014 - Present
Job Treasury and Trade Solutions Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - Present
Citi June 2013 - August 2013
Novus Partners October 2012 - April 2013
PwC July 2012 - July 2012
Fortman Fund Investment Corp. July 2011 - August 2011
Skills
Financial Analysis, Mandarin, Microsoft Office, Leadership, Business Strategy, Valuation, Social Media, Analysis, Analytics, Event Planning, Financial Modeling, Public Speaking, PowerPoint, Data Analysis, Microsoft Word
Education
New York University, Stern School of Business 2012 — 2014
Bachelor's degree, Accounting and Finance
University of California, Los Angeles 2010 — 2012
Citi June 2014 - Present
Citi June 2013 - August 2013
Novus Partners October 2012 - April 2013
PwC July 2012 - July 2012
Fortman Fund Investment Corp. July 2011 - August 2011
Skills
Financial Analysis, Mandarin, Microsoft Office, Leadership, Business Strategy, Valuation, Social Media, Analysis, Analytics, Event Planning, Financial Modeling, Public Speaking, PowerPoint, Data Analysis, Microsoft Word
Education
New York University, Stern School of Business 2012 — 2014
Bachelor's degree, Accounting and Finance
University of California, Los Angeles 2010 — 2012
Jie Fu Jie Fu's Citi Experience August 2014 - Present
Job Trade Finance at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi August 2013 - August 2014
Citi June 2012 - August 2013
Citi April 2012 - June 2012
Citi June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Economics, Due Diligence, Mandarin, Data Analysis, Microsoft Excel, Equities, Competitive Analysis
Education
University of California, Los Angeles 2008 — 2011
Bachelor of Arts (B.A.), Business Economics, Accounting
Citi August 2014 - Present
Citi August 2013 - August 2014
Citi June 2012 - August 2013
Citi April 2012 - June 2012
Citi June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Economics, Due Diligence, Mandarin, Data Analysis, Microsoft Excel, Equities, Competitive Analysis
Education
University of California, Los Angeles 2008 — 2011
Bachelor of Arts (B.A.), Business Economics, Accounting
Padma Yanamandra Padma Yanamandra's Citi Experience February 2004 - August 2004
Job Director, Digital Marketing and Analytics at Yodle
Industry Marketing and Advertising
Experience
Yodle May 2014 - Present
Dell October 2012 - February 2014
Dell February 2011 - September 2012
Dell August 2009 - January 2011
Dell April 2008 - August 2009
Dell October 2006 - April 2008
Dell August 2004 - September 2006
Citi February 2004 - August 2004
Deutsche Bank May 2001 - January 2004
Applied Materials 1996 - 2001
Skills
Direct Marketing, Marketing, Product Marketing, Go-to-market Strategy, Demand Generation, Product Management, Cross-functional Team..., Competitive Analysis, Multi-channel Marketing, Strategy, Marketing Strategy, Analytics, Product Launch, Sales Enablement, Lead Generation, Business Development, Strategic Partnerships, CRM, Segmentation, Marketing Management, Program Management, Marketing Communications, Online Marketing, Merchandise Planning, Start-ups, Media Planning, Merchandising, Advertising, Business Analysis, B2B Marketing, B2B Marketing Strategy, Social Media Marketing, P&L Management, Brand Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1996
Master of Business Administration (MBA)
University of Colorado Boulder 1986 — 1990
BS
Yodle May 2014 - Present
Dell October 2012 - February 2014
Dell February 2011 - September 2012
Dell August 2009 - January 2011
Dell April 2008 - August 2009
Dell October 2006 - April 2008
Dell August 2004 - September 2006
Citi February 2004 - August 2004
Deutsche Bank May 2001 - January 2004
Applied Materials 1996 - 2001
Skills
Direct Marketing, Marketing, Product Marketing, Go-to-market Strategy, Demand Generation, Product Management, Cross-functional Team..., Competitive Analysis, Multi-channel Marketing, Strategy, Marketing Strategy, Analytics, Product Launch, Sales Enablement, Lead Generation, Business Development, Strategic Partnerships, CRM, Segmentation, Marketing Management, Program Management, Marketing Communications, Online Marketing, Merchandise Planning, Start-ups, Media Planning, Merchandising, Advertising, Business Analysis, B2B Marketing, B2B Marketing Strategy, Social Media Marketing, P&L Management, Brand Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1996
Master of Business Administration (MBA)
University of Colorado Boulder 1986 — 1990
BS
Christine Wu Christine Wu's Citi Experience November 2006 - Present
Job Vice President Prime Finance
Industry Financial Services
Experience
Citi November 2006 - Present
Fisher Investments February 2003 - June 2006
Wells Fargo Bank January 2000 - August 2002
Skills
Hedge Funds, Series 7, Derivatives, Equities, Capital Markets, Portfolio Management, Securities, Alternative Investments, Prime Brokerage
Education
University of California, Davis 1997 — 2002
BS, Managerial Economics, Minor: Computer Information Systems
Citi November 2006 - Present
Fisher Investments February 2003 - June 2006
Wells Fargo Bank January 2000 - August 2002
Skills
Hedge Funds, Series 7, Derivatives, Equities, Capital Markets, Portfolio Management, Securities, Alternative Investments, Prime Brokerage
Education
University of California, Davis 1997 — 2002
BS, Managerial Economics, Minor: Computer Information Systems
Kerrie Chambers Kerrie Chambers's Citi Experience 2015 - August 2015
Job Recruiter
Industry Banking
Experience
Priority Lending Mortgage Corp. July 2009 - Present
Citi 2015 - August 2015
North Bay Card Service (First Data Corporation) November 2011 - May 2013
Benchmark Lending Group June 2000 - July 2009
Household Finance - Division of HSBC Bank June 1997 - May 2000
Skills
Credit Cards, Customer Service, Marketing Strategy, Sales Management, POS, Coaching, Sales, Account Management, Negotiation, New Business Development, Team Building, Mortgage Lending
Education
UC Davis 1990 — 1997
Bachelor of Arts, History, Economics and Minor in Education
Priority Lending Mortgage Corp. July 2009 - Present
Citi 2015 - August 2015
North Bay Card Service (First Data Corporation) November 2011 - May 2013
Benchmark Lending Group June 2000 - July 2009
Household Finance - Division of HSBC Bank June 1997 - May 2000
Skills
Credit Cards, Customer Service, Marketing Strategy, Sales Management, POS, Coaching, Sales, Account Management, Negotiation, New Business Development, Team Building, Mortgage Lending
Education
UC Davis 1990 — 1997
Bachelor of Arts, History, Economics and Minor in Education
Cathy Agle Cathy Agle's Citi Experience November 2010 - June 2015
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Citi November 2010 - June 2015
Citi February 2006 - October 2010
Citi July 2003 - January 2006
Respond.com August 2000 - July 2001
Accenture September 1997 - July 2000
Skills
Banking, Foreign Exchange Risk..., Sales, Foreign Exchange, Portfolio Management, Risk Management, Treasury, Equities, Credit, Financial Structuring, VAR, Financial Services, Business Strategy, FX Derivatives, FX Options, Hedging
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Marketing
University of California, Los Angeles 1995 — 1996
Master's Degree, Computer Science, M.S.
University of California, Los Angeles 1991 — 1995
Bachelor's Degree, Computer Science, B.S.
Bank of America Merrill Lynch July 2015 - Present
Citi November 2010 - June 2015
Citi February 2006 - October 2010
Citi July 2003 - January 2006
Respond.com August 2000 - July 2001
Accenture September 1997 - July 2000
Skills
Banking, Foreign Exchange Risk..., Sales, Foreign Exchange, Portfolio Management, Risk Management, Treasury, Equities, Credit, Financial Structuring, VAR, Financial Services, Business Strategy, FX Derivatives, FX Options, Hedging
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Marketing
University of California, Los Angeles 1995 — 1996
Master's Degree, Computer Science, M.S.
University of California, Los Angeles 1991 — 1995
Bachelor's Degree, Computer Science, B.S.
Jack Hagop Karadanaian Jack Hagop Karadanaian's Citi Experience September 2011 - Present
Job Citigold Relationship Manager at CITIBANK
Industry Banking
Experience
Citi September 2011 - Present
Western International Securities April 2009 - September 2011
Bank of America October 2003 - November 2008
Education
UCLA 1997 — 1999
Bachelor of Science (BS), English Language and Literature/Letters
Citi September 2011 - Present
Western International Securities April 2009 - September 2011
Bank of America October 2003 - November 2008
Education
UCLA 1997 — 1999
Bachelor of Science (BS), English Language and Literature/Letters
Kristen Dugger Kristen Dugger's Citi Experience August 2011 - Present
Job CEO/ Founder of Black_Ivy Entertainment
Industry Entertainment
Experience
Black_Ivy Entertainment January 2012 - Present
Citi August 2011 - Present
Walgreens April 2007 - May 2011
Education
UCLA
Management/ Finance
University of Missouri-Saint Louis
Finance/ Management
Black_Ivy Entertainment January 2012 - Present
Citi August 2011 - Present
Walgreens April 2007 - May 2011
Education
UCLA
Management/ Finance
University of Missouri-Saint Louis
Finance/ Management
Pulak Patel Pulak Patel's Citi Experience 2012 - Present
Job Vice President, Digital Marketing & Strategy
Industry Marketing and Advertising
Experience
Citi 2012 - Present
Samsung Mobile America June 2011 - August 2011
Tishman Speyer 2007 - 2010
JPMorgan Chase 2004 - 2007
Skills
Financial Modeling, Corporate Finance, Business Modeling, Valuation, Entrepreneurship
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Marketing
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance, International Business, Sociology
Citi 2012 - Present
Samsung Mobile America June 2011 - August 2011
Tishman Speyer 2007 - 2010
JPMorgan Chase 2004 - 2007
Skills
Financial Modeling, Corporate Finance, Business Modeling, Valuation, Entrepreneurship
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Marketing
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance, International Business, Sociology
Jay W. Spence Jay W. Spence's Citi Experience January 2005 - December 2008
Job Construction Lending Specialist at US Bank Home Mortgage
Industry Financial Services
Experience
U.S. Bank October 2010 - Present
Citi January 2005 - December 2008
Chase - Construction Lending August 2001 - December 2004
Rangefire Integrated Networks November 2000 - August 2001
Bank of America 1993 - 2000
Allgire General Contractors 1988 - 1993
Richmond American Homes 1985 - 1988
Skills
Sales Management, Banking, Mortgage Lending, Construction Loans, Loans, Structured Finance, FHA, Mortgage Banking, Financial Services, Loan Origination, Credit, Marketing, Management, Sales, Contract Negotiation, Business Development, USDA, Budgets, Residential Mortgages, Finance, Portfolio Management, Project Management, Refinance, Investments, Commercial Lending, Consumer Lending, Underwriting, Credit Analysis
Education
University of California, Irvine 1984 — 1985
Civil Engineering
University of California, Riverside 1982 — 1984
Business Administration/Computer Science
U.S. Bank October 2010 - Present
Citi January 2005 - December 2008
Chase - Construction Lending August 2001 - December 2004
Rangefire Integrated Networks November 2000 - August 2001
Bank of America 1993 - 2000
Allgire General Contractors 1988 - 1993
Richmond American Homes 1985 - 1988
Skills
Sales Management, Banking, Mortgage Lending, Construction Loans, Loans, Structured Finance, FHA, Mortgage Banking, Financial Services, Loan Origination, Credit, Marketing, Management, Sales, Contract Negotiation, Business Development, USDA, Budgets, Residential Mortgages, Finance, Portfolio Management, Project Management, Refinance, Investments, Commercial Lending, Consumer Lending, Underwriting, Credit Analysis
Education
University of California, Irvine 1984 — 1985
Civil Engineering
University of California, Riverside 1982 — 1984
Business Administration/Computer Science
Errin Reeder Goldstein Errin Reeder Goldstein's Citi Experience April 2015 - Present
Job VP, Area Lending Manager at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Wells Fargo Home Mortgage January 2015 - April 2015
Bank of America Home Loans March 2012 - January 2015
Bank of America Home Loans May 2011 - March 2012
Stearns Lending October 2010 - May 2011
PMAC Lending Services October 1998 - September 2010
Education
University of California, Irvine 1990 — 1995
Bachelor of Arts (B.A.), Social Sciences
st. louise
Citi April 2015 - Present
Wells Fargo Home Mortgage January 2015 - April 2015
Bank of America Home Loans March 2012 - January 2015
Bank of America Home Loans May 2011 - March 2012
Stearns Lending October 2010 - May 2011
PMAC Lending Services October 1998 - September 2010
Education
University of California, Irvine 1990 — 1995
Bachelor of Arts (B.A.), Social Sciences
st. louise
Ted Olson Ted Olson's Citi Experience June 2003 - July 2011
Job Director Technology Banking at MUFG
Industry Banking
Experience
MUFG Americas June 2012 - Present
HSBC July 2011 - June 2012
Citi June 2003 - July 2011
Deutsche Bank Securities March 2000 - August 2002
Skills
Capital Markets, Credit Risk, Structured Finance, Commercial Banking, ABS, Investment Banking, Leveraged Finance, Credit Analysis, Derivatives, Valuation, Financial Modeling, Corporate Finance, Foreign Exchange, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Irvine 1994 — 1998
B.A., Economics
MUFG Americas June 2012 - Present
HSBC July 2011 - June 2012
Citi June 2003 - July 2011
Deutsche Bank Securities March 2000 - August 2002
Skills
Capital Markets, Credit Risk, Structured Finance, Commercial Banking, ABS, Investment Banking, Leveraged Finance, Credit Analysis, Derivatives, Valuation, Financial Modeling, Corporate Finance, Foreign Exchange, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Irvine 1994 — 1998
B.A., Economics
Kevin Lum's Citi Experience September 2013 - September 2014
Job Cassandra Success Manager at DataStax
Industry Computer Software
Experience
DataStax July 2015 - Present
Accenture December 2014 - Present
Citi September 2013 - September 2014
Morgan Stanley June 2012 - August 2012
Skills
Sales, SaaS, Enterprise Software, Databases, Sales Development, NoSQL, B2B, Solution Selling, Salesforce.com, Analytics, Management, Wealth Management, Valuation, Banking, Retail Banking, Microsoft Excel, Project Management, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
University of California, Davis 2009 — 2014
Bachelor of Arts (B.A.), Economics
Los Gatos High School
DataStax July 2015 - Present
Accenture December 2014 - Present
Citi September 2013 - September 2014
Morgan Stanley June 2012 - August 2012
Skills
Sales, SaaS, Enterprise Software, Databases, Sales Development, NoSQL, B2B, Solution Selling, Salesforce.com, Analytics, Management, Wealth Management, Valuation, Banking, Retail Banking, Microsoft Excel, Project Management, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
University of California, Davis 2009 — 2014
Bachelor of Arts (B.A.), Economics
Los Gatos High School
Francis Mo Francis Mo's Citi Experience April 2015 - Present
Job Citibank
Industry Banking
Experience
Citi April 2015 - Present
Hertz Local Edition February 2013 - July 2014
Hertz Local Edition June 2009 - February 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Written & Oral..., PowerPoint, Customer Service, Time Management, P & L Ownership, Sales Management, Operations Management, Team Management, Account Management, Outside Sales, Relationship Management, Cost Management, Reducing Operating Costs, Finance
Education
UC Davis
Bachelor of Science (BS), Managerial Economics
Citi April 2015 - Present
Hertz Local Edition February 2013 - July 2014
Hertz Local Edition June 2009 - February 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Written & Oral..., PowerPoint, Customer Service, Time Management, P & L Ownership, Sales Management, Operations Management, Team Management, Account Management, Outside Sales, Relationship Management, Cost Management, Reducing Operating Costs, Finance
Education
UC Davis
Bachelor of Science (BS), Managerial Economics
Pattamon Petngamying Pattamon Petngamying's Citi Experience June 2011 - July 2011
Job Investment Banking Analyst at Greentech Capital Advisors
Industry Investment Banking
Experience
Greentech Capital Advisors July 2014 - Present
Greentech Capital Advisors June 2013 - August 2013
PricewaterhouseCoopers June 2012 - July 2012
Citi June 2011 - July 2011
Skills
Excel, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Lotus Notes, Management, FactSet, Factiva, Capital IQ, Bloomberg Terminal
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
International Community School, Bangkok 2004 — 2010
Greentech Capital Advisors July 2014 - Present
Greentech Capital Advisors June 2013 - August 2013
PricewaterhouseCoopers June 2012 - July 2012
Citi June 2011 - July 2011
Skills
Excel, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Lotus Notes, Management, FactSet, Factiva, Capital IQ, Bloomberg Terminal
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
International Community School, Bangkok 2004 — 2010
Andrew Abas, CFP® Andrew Abas, CFP®'s Citi Experience November 2004 - November 2012
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Citi November 2004 - November 2012
Education
University of California, Los Angeles 2008 — 2008
Personal Financial Planning (PFP) Designation
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Business Economics
University of California, San Diego 2000 — 2002
Management Science
Fidelity Investments December 2012 - Present
Citi November 2004 - November 2012
Education
University of California, Los Angeles 2008 — 2008
Personal Financial Planning (PFP) Designation
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Business Economics
University of California, San Diego 2000 — 2002
Management Science
Minh Ferris's Citi Experience February 2007 - January 2008
Job Director of Operations at Northwestern Mutual The San Francisco Bay Area Group
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
Northwestern Mutual April 2015 - August 2015
Northwestern Mutual May 2014 - April 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors April 2010 - July 2012
Wachovia Securities Financial Network January 2008 - April 2010
Citi February 2007 - January 2008
Wells Fargo January 2004 - February 2007
Education
University of California, Davis
Communications, Psychology
Northwestern Mutual August 2015 - Present
Northwestern Mutual April 2015 - August 2015
Northwestern Mutual May 2014 - April 2015
Northwestern Mutual April 2013 - April 2014
Wells Fargo Advisors April 2010 - July 2012
Wachovia Securities Financial Network January 2008 - April 2010
Citi February 2007 - January 2008
Wells Fargo January 2004 - February 2007
Education
University of California, Davis
Communications, Psychology
Mark Zhang Mark Zhang's Citi Experience June 2012 - August 2012
Job Tax Associate at PwC
Industry Accounting
Experience
PwC June 2015 - Present
The Williams Institute at UCLA School of Law October 2014 - June 2015
PwC June 2014 - September 2014
Empire Property Group LLLC March 2014 - June 2014
Andersen Tax July 2013 - September 2013
The Veloz Group October 2012 - April 2013
Daily Bruin April 2012 - January 2013
Citi June 2012 - August 2012
UCLA Anderson School of Management January 2012 - May 2012
San Francisco County Assessor Recorder Department July 2010 - May 2011
Skills
Microsoft Excel, Tax Preparation, Research, Budgets, Strategic Planning, CCH ProSystem fx, GoFileRoom, Tax Planning
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Business Economics
Abraham Lincoln High
PwC June 2015 - Present
The Williams Institute at UCLA School of Law October 2014 - June 2015
PwC June 2014 - September 2014
Empire Property Group LLLC March 2014 - June 2014
Andersen Tax July 2013 - September 2013
The Veloz Group October 2012 - April 2013
Daily Bruin April 2012 - January 2013
Citi June 2012 - August 2012
UCLA Anderson School of Management January 2012 - May 2012
San Francisco County Assessor Recorder Department July 2010 - May 2011
Skills
Microsoft Excel, Tax Preparation, Research, Budgets, Strategic Planning, CCH ProSystem fx, GoFileRoom, Tax Planning
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Business Economics
Abraham Lincoln High
Bradley Rotter's Citi Experience June 2014 - August 2014
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Kelly Fouch Kelly Fouch's Citi Experience November 2006 - November 2007
Job Mortgage Consultant (NMLS ID: 343251)
Industry Real Estate
Experience
Kelly Fouch, Mortgage Broker November 2007 - Present
Citi November 2006 - November 2007
JPMorgan Chase June 2000 - October 2006
Skills
Residential Mortgages, Refinance, Loans, Real Estate Financing, Commercial Real Estate, Mortgage Lending, Finance, Mortgage Banking, First Time Home Buyers, Investment Properties, Real Estate Transactions, Real Estate, Short Sales, FHA
Education
University of California, Los Angeles
BA Psychology
Kelly Fouch, Mortgage Broker November 2007 - Present
Citi November 2006 - November 2007
JPMorgan Chase June 2000 - October 2006
Skills
Residential Mortgages, Refinance, Loans, Real Estate Financing, Commercial Real Estate, Mortgage Lending, Finance, Mortgage Banking, First Time Home Buyers, Investment Properties, Real Estate Transactions, Real Estate, Short Sales, FHA
Education
University of California, Los Angeles
BA Psychology
Patric Huynh's Citi Experience August 2012 - September 2013
Job Customer Service Representative at Dacor
Industry Consumer Services
Experience
Dacor August 2014 - Present
Citi August 2012 - September 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, 70 wpm, 10 key accurate, Customer Relations, Collaborative Problem...
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), European History, 3.2
Dacor August 2014 - Present
Citi August 2012 - September 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, 70 wpm, 10 key accurate, Customer Relations, Collaborative Problem...
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), European History, 3.2
Fangyi Zhou's Citi Experience April 2014 - September 2014
Job Investor Relations Manager at EB5 Bridge
Industry Investment Management
Experience
EB5 Bridge September 2014 - Present
Citi April 2014 - September 2014
EB5 Investors Magazine & EB5investors.com September 2012 - April 2014
Inland Energy, Inc September 2012 - December 2012
County of Orange April 2011 - July 2012
Skills
Business Development, Advertising, Social Media Marketing, Marketing, Mediation, Investor Relations
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Criminology, Law and Society
EB5 Bridge September 2014 - Present
Citi April 2014 - September 2014
EB5 Investors Magazine & EB5investors.com September 2012 - April 2014
Inland Energy, Inc September 2012 - December 2012
County of Orange April 2011 - July 2012
Skills
Business Development, Advertising, Social Media Marketing, Marketing, Mediation, Investor Relations
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Criminology, Law and Society
Jonathan Ostroff Jonathan Ostroff's Citi Experience June 2015 - Present
Job Analyst, CMBS & Real Estate Finance at Citi
Industry Real Estate
Experience
Citi June 2015 - Present
Vornado Realty Trust June 2014 - August 2014
The CIM Group June 2013 - August 2013
Conde Nast May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Financial Modeling, Marketing Strategy, Microsoft Excel, Commercial Real Estate..., Market Research, Real Estate Software, Argus Modeling
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies & Consumer Psychology
Brentwood School 2006 — 2011
University of California, Los Angeles 2009 — 2009
Citi June 2015 - Present
Vornado Realty Trust June 2014 - August 2014
The CIM Group June 2013 - August 2013
Conde Nast May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Financial Modeling, Marketing Strategy, Microsoft Excel, Commercial Real Estate..., Market Research, Real Estate Software, Argus Modeling
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies & Consumer Psychology
Brentwood School 2006 — 2011
University of California, Los Angeles 2009 — 2009
Derrick Zhou's Citi Experience July 2012 - August 2012
Job Quantitative Investment Analyst at CITICPrudential Fund Management Co,Ltd
Industry Banking
Experience
GP Capital Co., Ltd August 2015 - September 2015
CITIC-Prudential Fund Management Co,Ltd July 2015 - August 2015
PwC July 2013 - August 2013
Citi July 2012 - August 2012
Skills
Microsoft Office, Mathematical Analysis, Market Research, Leadership, Data Analysis, Customer Service, Management, Microsoft Word, PowerPoint, Microsoft Excel, Algorithm Design, Sales, Research, C++, Programming, Office Administration, Technical Writing, Proposal Writing, Teamwork
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Science (B.S.), Mathematics/Economics, GPA: 3.94
Nanjing Foreign Languages School 2006 — 2012
High School, GPA:3.95
GP Capital Co., Ltd August 2015 - September 2015
CITIC-Prudential Fund Management Co,Ltd July 2015 - August 2015
PwC July 2013 - August 2013
Citi July 2012 - August 2012
Skills
Microsoft Office, Mathematical Analysis, Market Research, Leadership, Data Analysis, Customer Service, Management, Microsoft Word, PowerPoint, Microsoft Excel, Algorithm Design, Sales, Research, C++, Programming, Office Administration, Technical Writing, Proposal Writing, Teamwork
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Science (B.S.), Mathematics/Economics, GPA: 3.94
Nanjing Foreign Languages School 2006 — 2012
High School, GPA:3.95
Lester Lie Lester Lie's Citi Experience May 2008 - July 2008
Job Experienced Financial Professional
Industry Real Estate
Experience
Subtle Capital, Strategic and Financial Consultancy May 2007 - Present
Box Top Up (www.boxtopup.com) August 2011 - September 2014
Banco Santander 2009 - 2010
Citi May 2008 - July 2008
GMAC Commercial Mortgage February 2005 - May 2007
LaeRoc Funds 2003 - 2004
Bank of America August 2000 - October 2001
Skills
Valuation, Financial Modeling, Due Diligence, Investments, Private Equity, Business Planning, Acquisitions, Investment Banking, Finance, Portfolio Management, Emerging Markets, Asset Management, Selling, Start-ups, Equities, Commercial Real Estate, Training, Analysis, LBO, Investment Properties, Real Estate Development, Structured Finance, Alternative Investments, Business Strategy, Credit Analysis, Residential Homes, Strategy, Risk Management, Equity Research, Real Estate Economics, Leases, Property, Financial Structuring, Credit, Real Estate, Project Finance, Loans, Financial Analysis, Asset Managment, Business Valuation, Business Development, Sales, Web Design, Dreamweaver, Blogging, Python, HTML/CSS
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
University of California, Los Angeles
B.A.
Torrey Pines
Diploma
Subtle Capital, Strategic and Financial Consultancy May 2007 - Present
Box Top Up (www.boxtopup.com) August 2011 - September 2014
Banco Santander 2009 - 2010
Citi May 2008 - July 2008
GMAC Commercial Mortgage February 2005 - May 2007
LaeRoc Funds 2003 - 2004
Bank of America August 2000 - October 2001
Skills
Valuation, Financial Modeling, Due Diligence, Investments, Private Equity, Business Planning, Acquisitions, Investment Banking, Finance, Portfolio Management, Emerging Markets, Asset Management, Selling, Start-ups, Equities, Commercial Real Estate, Training, Analysis, LBO, Investment Properties, Real Estate Development, Structured Finance, Alternative Investments, Business Strategy, Credit Analysis, Residential Homes, Strategy, Risk Management, Equity Research, Real Estate Economics, Leases, Property, Financial Structuring, Credit, Real Estate, Project Finance, Loans, Financial Analysis, Asset Managment, Business Valuation, Business Development, Sales, Web Design, Dreamweaver, Blogging, Python, HTML/CSS
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
University of California, Los Angeles
B.A.
Torrey Pines
Diploma
Riadh Ellouze Riadh Ellouze's Citi Experience 2010 - 2010
Job UCLA / Uni. Westminster
Industry Internet
Experience
UCLA Alumni Association August 2015 - Present
Homehey August 2014 - Present
Gerber Kawasaki Wealth & Investment Management January 2014 - February 2015
pgf ^ 2014 - 2014
GMG Consultants 2013 - 2013
Citi 2010 - 2010
Skills
Investments, Wealth Management, Strategic Consulting, Financial Analysis, International Market..., Business Analysis, FX Derivatives, FX Operations, Legal Advice, Portfolio Management, Risk Management, Data Analysis, Business Planning, Business Strategy, Corporate Finance, Management Consulting, Entrepreneurship, Market Research, Real Estate Financing, Valuation, Financial Modeling, Private Equity, Business Development, Finance, Analysis, Investment Banking, Due Diligence, International Business, Venture Capital, Economics, Mergers & Acquisitions, Emerging Markets, Capital Markets, Bloomberg Terminal, Alternative Investments, Strategic Financial..., Financial Markets, Fixed Income, Asset Management, Options, Equities, Quantitative Analytics, Strategy, Banking, FX Options, ETFs, Mutual Funds, FX trading, Pension Funds, International Finance
Education
University of California, Los Angeles 2013 — 2014
Professional Designation, Finance, Asset Management and Real Estate, Distinction, GPA 3.57
University of Westminster 2011 — 2012
Master of Science (MSc), International Finance, Merit
Institut Superieur de Gestion 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
UCLA Alumni Association August 2015 - Present
Homehey August 2014 - Present
Gerber Kawasaki Wealth & Investment Management January 2014 - February 2015
pgf ^ 2014 - 2014
GMG Consultants 2013 - 2013
Citi 2010 - 2010
Skills
Investments, Wealth Management, Strategic Consulting, Financial Analysis, International Market..., Business Analysis, FX Derivatives, FX Operations, Legal Advice, Portfolio Management, Risk Management, Data Analysis, Business Planning, Business Strategy, Corporate Finance, Management Consulting, Entrepreneurship, Market Research, Real Estate Financing, Valuation, Financial Modeling, Private Equity, Business Development, Finance, Analysis, Investment Banking, Due Diligence, International Business, Venture Capital, Economics, Mergers & Acquisitions, Emerging Markets, Capital Markets, Bloomberg Terminal, Alternative Investments, Strategic Financial..., Financial Markets, Fixed Income, Asset Management, Options, Equities, Quantitative Analytics, Strategy, Banking, FX Options, ETFs, Mutual Funds, FX trading, Pension Funds, International Finance
Education
University of California, Los Angeles 2013 — 2014
Professional Designation, Finance, Asset Management and Real Estate, Distinction, GPA 3.57
University of Westminster 2011 — 2012
Master of Science (MSc), International Finance, Merit
Institut Superieur de Gestion 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Sabrenna Pannacciulli Sabrenna Pannacciulli's Citi Experience April 2006 - Present
Job Treasury Sales, VP at Citi
Industry Financial Services
Experience
Citi April 2006 - Present
Merrill Lynch April 2003 - April 2006
Skills
Banking, Commercial Banking, Relationship Management, Financial Analysis, Cash Management, Series 7, Investments, Series 63, Treasury Management, Financial Services
Education
University of California, Davis
Citi April 2006 - Present
Merrill Lynch April 2003 - April 2006
Skills
Banking, Commercial Banking, Relationship Management, Financial Analysis, Cash Management, Series 7, Investments, Series 63, Treasury Management, Financial Services
Education
University of California, Davis
Menglu (Margaret) He Menglu (Margaret) He's Citi Experience June 2012 - September 2012
Job Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group July 2014 - Present
EY December 2013 - March 2014
UCLA September 2011 - April 2013
ONE/x Advertising October 2012 - March 2013
Citi June 2012 - September 2012
UCLA Anderson School of Management January 2012 - March 2012
Bank of China June 2011 - September 2011
Law Offices of Shaoxing, Zhejiang, China April 2011 - June 2011
Skills
Photoshop, Graphic Design, InDesign, Microsoft Office, Web Design, Stata, Accounting, Calligraphy, Adobe Creative Suite, PowerPoint, Microsoft Word, Drawing, Microsoft Excel, US GAAP, Bloomberg Terminal, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
Bachelor's degree, Business/ Economics, Accounting Minor, 3.97/4.00
Hangzhou Foreign Languages School 2005 — 2011
Analysis Group July 2014 - Present
EY December 2013 - March 2014
UCLA September 2011 - April 2013
ONE/x Advertising October 2012 - March 2013
Citi June 2012 - September 2012
UCLA Anderson School of Management January 2012 - March 2012
Bank of China June 2011 - September 2011
Law Offices of Shaoxing, Zhejiang, China April 2011 - June 2011
Skills
Photoshop, Graphic Design, InDesign, Microsoft Office, Web Design, Stata, Accounting, Calligraphy, Adobe Creative Suite, PowerPoint, Microsoft Word, Drawing, Microsoft Excel, US GAAP, Bloomberg Terminal, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
Bachelor's degree, Business/ Economics, Accounting Minor, 3.97/4.00
Hangzhou Foreign Languages School 2005 — 2011
Craig Sheppard Craig Sheppard's Citi Experience August 2014 - Present
Job Associate at Athene Asset Management
Industry Investment Management
Experience
Athene Asset Management March 2015 - Present
Citi August 2014 - Present
Citi June 2012 - Present
Citi May 2010 - June 2012
UCLA August 2005 - March 2010
Citi May 2008 - August 2008
Skills
Fixed Income, Financial Analysis, Financial Modeling, High Yield Bonds, Fixed Income Analysis, Fixed Income Strategies, Credit Derivatives, Derivatives, Leveraged Finance, Trading, Trading Strategies, Microsoft Excel, Bloomberg, Reuters, Market Access, Bond Pricing, Comparative Analysis, Political Science, Bond Markets, Municipal Bonds, Persuasive Presentations, Financial Markets, Emerging Markets, Distressed Debt, Debt & Equity Financing, Market Research, Retail, Gaming Industry, Institutional..., Electronic Trading, Equity Trading, Proprietary Trading
Education
University of California, Los Angeles 2005 — 2010
Bachelor of Science (BS), Economics
University of California, Los Angeles 2005 — 2010
Bachelor of Science (BS), Political Science and Government
Athene Asset Management March 2015 - Present
Citi August 2014 - Present
Citi June 2012 - Present
Citi May 2010 - June 2012
UCLA August 2005 - March 2010
Citi May 2008 - August 2008
Skills
Fixed Income, Financial Analysis, Financial Modeling, High Yield Bonds, Fixed Income Analysis, Fixed Income Strategies, Credit Derivatives, Derivatives, Leveraged Finance, Trading, Trading Strategies, Microsoft Excel, Bloomberg, Reuters, Market Access, Bond Pricing, Comparative Analysis, Political Science, Bond Markets, Municipal Bonds, Persuasive Presentations, Financial Markets, Emerging Markets, Distressed Debt, Debt & Equity Financing, Market Research, Retail, Gaming Industry, Institutional..., Electronic Trading, Equity Trading, Proprietary Trading
Education
University of California, Los Angeles 2005 — 2010
Bachelor of Science (BS), Economics
University of California, Los Angeles 2005 — 2010
Bachelor of Science (BS), Political Science and Government
Moises Silva, CFA Moises Silva, CFA's Citi Experience 2005 - 2007
Job MBA student at UC Berkeley
Industry Financial Services
Experience
Nomura 2011 - 2013
BlackRock 2008 - 2009
Bear Stearns 2007 - 2008
Citi 2005 - 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Nomura 2011 - 2013
BlackRock 2008 - 2009
Bear Stearns 2007 - 2008
Citi 2005 - 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Carl Tong Carl Tong's Citi Experience 2012 - 2013
Job Senior Vice President at East West Bank
Industry Financial Services
Experience
East West Bank 2013 - Present
Citi 2012 - 2013
Citi 2007 - 2012
Citi 2005 - 2007
Balboa Capital 2004 - 2005
Skills
Portfolio Management, Commercial Lending, Banking, Credit Analysis, Loans, Mergers & Acquisitions, Commercial Mortgages, Cash Management, Financial Analysis, Relationship Management, Series 63, Series 6, Treasury Management, Business Development, Finance, Commercial Banking, Loan Origination, Small Business Lending, Credit, Asset Based Lending, Commercial Real Estate, Lines Of Credit, Credit Risk
Education
Taipei American School
University of California, Irvine
East West Bank 2013 - Present
Citi 2012 - 2013
Citi 2007 - 2012
Citi 2005 - 2007
Balboa Capital 2004 - 2005
Skills
Portfolio Management, Commercial Lending, Banking, Credit Analysis, Loans, Mergers & Acquisitions, Commercial Mortgages, Cash Management, Financial Analysis, Relationship Management, Series 63, Series 6, Treasury Management, Business Development, Finance, Commercial Banking, Loan Origination, Small Business Lending, Credit, Asset Based Lending, Commercial Real Estate, Lines Of Credit, Credit Risk
Education
Taipei American School
University of California, Irvine
Reid F. Kilpatrick IV Reid F. Kilpatrick IV's Citi Experience January 2007 - June 2009
Job Service Delivery Manager/ IT Manager/ IT Project Manager
Industry Information Technology and Services
Experience
Kilpatrick Consulting January 2001 - Present
HCL Technologies Toyota Financial Services August 2013 - October 2013
HCL America The Disney Company November 2012 - August 2013
HCL America Ingram Micro April 2012 - October 2012
inhouseIT February 2010 - April 2010
Citi January 2007 - June 2009
Ameriquest Mortgage Company Ameriquest Mortgage May 2007 - December 2007
Ameriquest Mortgage Company Ameriquest Mortgage/ ACC Capital Holdings LLC. July 2003 - May 2007
ACC Capital Holdings/ Argent Mortgage August 2003 - December 2006
Accredited Home Lenders August 2001 - August 2003
Skills
Technical Support, Business Analysis, Project Management, ITIL, Integration, Program Management, IT Service Management, IT Management, IT Operations, Data Center, Disaster Recovery, Change Management, Virtualization, Team Building, Team Leadership, Strategic Planning, Vendor Management, IT Strategy, Active Directory, SDLC, Process Improvement, Visio, Operational Due..., Continuous Improvement, Strategic Sourcing, Contract Negotiation, TQM, Networking, Management, Enterprise Software, Leadership, Databases, Service Delivery, Strategy, Microsoft SQL Server, Project Planning, System Deployment, Infrastructure, Information Technology, Operating Systems, IIS, Enterprise Architecture, Cloud Computing, SharePoint, Oracle, Analysis
Education
University of California, Irvine 2004 — 2005
Project Management Certificate
Utah State University 1995 — 1997
BS, Political Science
Kilpatrick Consulting January 2001 - Present
HCL Technologies Toyota Financial Services August 2013 - October 2013
HCL America The Disney Company November 2012 - August 2013
HCL America Ingram Micro April 2012 - October 2012
inhouseIT February 2010 - April 2010
Citi January 2007 - June 2009
Ameriquest Mortgage Company Ameriquest Mortgage May 2007 - December 2007
Ameriquest Mortgage Company Ameriquest Mortgage/ ACC Capital Holdings LLC. July 2003 - May 2007
ACC Capital Holdings/ Argent Mortgage August 2003 - December 2006
Accredited Home Lenders August 2001 - August 2003
Skills
Technical Support, Business Analysis, Project Management, ITIL, Integration, Program Management, IT Service Management, IT Management, IT Operations, Data Center, Disaster Recovery, Change Management, Virtualization, Team Building, Team Leadership, Strategic Planning, Vendor Management, IT Strategy, Active Directory, SDLC, Process Improvement, Visio, Operational Due..., Continuous Improvement, Strategic Sourcing, Contract Negotiation, TQM, Networking, Management, Enterprise Software, Leadership, Databases, Service Delivery, Strategy, Microsoft SQL Server, Project Planning, System Deployment, Infrastructure, Information Technology, Operating Systems, IIS, Enterprise Architecture, Cloud Computing, SharePoint, Oracle, Analysis
Education
University of California, Irvine 2004 — 2005
Project Management Certificate
Utah State University 1995 — 1997
BS, Political Science
Regina Lin Regina Lin's Citi Experience June 2008 - August 2009
Job Financial Analyst at LinkedIn
Industry Financial Services
Experience
LinkedIn May 2013 - Present
Ernst & Young August 2009 - May 2013
Citi June 2008 - August 2009
Wells Fargo May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Due Diligence, Corporate Finance, Bloomberg, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Business Administration
LinkedIn May 2013 - Present
Ernst & Young August 2009 - May 2013
Citi June 2008 - August 2009
Wells Fargo May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Due Diligence, Corporate Finance, Bloomberg, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Business Administration
Azeem Karmally Azeem Karmally's Citi Experience June 2008 - August 2010
Job Realtor at Realm Professionals, LLC
Industry Real Estate
Experience
Realm Professionals July 2008 - Present
Realm Real Estate Professionals January 2008 - Present
Citi June 2008 - August 2010
SELF-EMPLOYED AT MARINA MARKET November 2003 - January 2008
Bank of the West July 1999 - November 2003
Bank of the West July 1999 - November 2003
Skills
Foreclosures, Short Sales, Buyer Representation, Sellers, Listings, First Time Home Buyers, Investors, Real Estate, Relocation, Real Estate Transactions, Buyers, ABR, Property, Leases, Single Family Homes, Referrals
Education
University of Houston, Victoria 2010 — 2012
MBA, Management
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), Economics/Finance
University of California-Los Angles (UCLA) 1999 — 2001
Bachelor, Economics
DeAnza College
TECHNICAL SKILLS
MBA, Management
Realm Professionals July 2008 - Present
Realm Real Estate Professionals January 2008 - Present
Citi June 2008 - August 2010
SELF-EMPLOYED AT MARINA MARKET November 2003 - January 2008
Bank of the West July 1999 - November 2003
Bank of the West July 1999 - November 2003
Skills
Foreclosures, Short Sales, Buyer Representation, Sellers, Listings, First Time Home Buyers, Investors, Real Estate, Relocation, Real Estate Transactions, Buyers, ABR, Property, Leases, Single Family Homes, Referrals
Education
University of Houston, Victoria 2010 — 2012
MBA, Management
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), Economics/Finance
University of California-Los Angles (UCLA) 1999 — 2001
Bachelor, Economics
DeAnza College
TECHNICAL SKILLS
MBA, Management
Rod Magee's Citi Experience September 1999 - September 2002
Job HR Executive Talent Management & Development
Industry Human Resources
Experience
RMC 2012 - Present
AECOM August 2010 - December 2011
BG Group January 2008 - December 2009
Honeywell September 2002 - April 2006
Citi September 1999 - September 2002
US Army War College 1993 - 1999
Skills
Succession Planning, Organizational Design, Change Management, Strategy, Executive Coaching, Human Resources, Management, Leadership Development, Consulting, Strategic HR
Education
University of Washington 1986 — 1989
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of California, Irvine 1981 — 1983
Master of Business Administration (M.B.A.), Finance & Organization Behavior, Distinguished Student Scholar
RMC 2012 - Present
AECOM August 2010 - December 2011
BG Group January 2008 - December 2009
Honeywell September 2002 - April 2006
Citi September 1999 - September 2002
US Army War College 1993 - 1999
Skills
Succession Planning, Organizational Design, Change Management, Strategy, Executive Coaching, Human Resources, Management, Leadership Development, Consulting, Strategic HR
Education
University of Washington 1986 — 1989
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of California, Irvine 1981 — 1983
Master of Business Administration (M.B.A.), Finance & Organization Behavior, Distinguished Student Scholar
Christopher Choi's Citi Experience July 2005 - August 2009
Job
Industry Financial Services
Experience
SKY Harbor Capital Management, LLC April 2014 - Present
TD Bank Group June 2011 - April 2014
Citi July 2005 - August 2009
Skills
Credit Analysis, Financial Modeling, Valuation, Financial Statement..., Trade Finance, Cash Management, Fixed Income Portfolio..., Corporate Finance, Banking, Treasury Management, Product Management, Investments, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
UCLA 2001 — 2005
B.A.
SKY Harbor Capital Management, LLC April 2014 - Present
TD Bank Group June 2011 - April 2014
Citi July 2005 - August 2009
Skills
Credit Analysis, Financial Modeling, Valuation, Financial Statement..., Trade Finance, Cash Management, Fixed Income Portfolio..., Corporate Finance, Banking, Treasury Management, Product Management, Investments, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
UCLA 2001 — 2005
B.A.
Rose Cohen's Citi Experience August 2015 - Present
Job Managing Director at Citi
Industry Banking
Experience
Citi August 2015 - Present
JPMorgan Private Bank June 2005 - August 2015
GenSpring Family Offices (Formerly Asset Management Advisors) May 2003 - May 2005
BB&T February 1991 - June 2000
Bank of America (formerly Sovran Bank) August 1987 - February 1991
Skills
Strategic Planning, Management, Investment Management, Mergers & Acquisitions, Financial Advisory, Investments, Leadership, Business Development, Portfolio Management, Wealth
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
University of California Santa Barbara 1985 — 1987
BA, Economics
University of California, Irvine 1983 — 1985
Economics
Citi August 2015 - Present
JPMorgan Private Bank June 2005 - August 2015
GenSpring Family Offices (Formerly Asset Management Advisors) May 2003 - May 2005
BB&T February 1991 - June 2000
Bank of America (formerly Sovran Bank) August 1987 - February 1991
Skills
Strategic Planning, Management, Investment Management, Mergers & Acquisitions, Financial Advisory, Investments, Leadership, Business Development, Portfolio Management, Wealth
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
University of California Santa Barbara 1985 — 1987
BA, Economics
University of California, Irvine 1983 — 1985
Economics
Avanti Paranjpye's Citi Experience May 2014 - Present
Job Municipal Credit Analyst at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Citi August 2011 - May 2014
NYU Stern School of Business August 2009 - May 2011
Calvert Social Investment Foundation, Inc June 2010 - August 2010
Astia January 2010 - June 2010
Harvard Business School July 2008 - August 2009
Springer/Birkhauser Boston February 2006 - July 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Washington 2002 — 2005
M.S., Applied Mathematics
University of California, Los Angeles 1998 — 2002
B.S., Mathematics
Citi May 2014 - Present
Citi August 2011 - May 2014
NYU Stern School of Business August 2009 - May 2011
Calvert Social Investment Foundation, Inc June 2010 - August 2010
Astia January 2010 - June 2010
Harvard Business School July 2008 - August 2009
Springer/Birkhauser Boston February 2006 - July 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Washington 2002 — 2005
M.S., Applied Mathematics
University of California, Los Angeles 1998 — 2002
B.S., Mathematics
Oanh Nguyen's Citi Experience September 2005 - April 2008
Job Administrative Business Partner & Program Coordinator | Android & Chrome GBU, Google for Work at Google
Industry Internet
Experience
Google April 2015 - Present
Google April 2013 - March 2015
Gap Inc./Old Navy April 2010 - April 2013
M Squared Consulting April 2008 - April 2010
Wells Fargo Home Mortgage January 2009 - April 2009
Citi September 2005 - April 2008
Johnnie Loves Rosie 2005 - 2005
Skills
MS Office Suite, Adobe Acrobat, Oracle Portal, Mac OS X, Lotus Notes, Photoshop, Illustrator, Salesforce.com, PowerPoint, OS X, Microsoft Office, Management, Retail, Teamwork, Visio, Sales, Microsoft Excel, Outlook, Fashion, Oracle HR, Customer Service, Social Media, Event Planning, Program Management
Education
University of California, Davis 2002 — 2005
BA, International Relations
Google April 2015 - Present
Google April 2013 - March 2015
Gap Inc./Old Navy April 2010 - April 2013
M Squared Consulting April 2008 - April 2010
Wells Fargo Home Mortgage January 2009 - April 2009
Citi September 2005 - April 2008
Johnnie Loves Rosie 2005 - 2005
Skills
MS Office Suite, Adobe Acrobat, Oracle Portal, Mac OS X, Lotus Notes, Photoshop, Illustrator, Salesforce.com, PowerPoint, OS X, Microsoft Office, Management, Retail, Teamwork, Visio, Sales, Microsoft Excel, Outlook, Fashion, Oracle HR, Customer Service, Social Media, Event Planning, Program Management
Education
University of California, Davis 2002 — 2005
BA, International Relations
Shanelle Brown, CFA, CFP®'s Citi Experience July 2004 - December 2006
Job Portfolio Manager, Public Markets Investments at Exelon
Industry Investment Management
Experience
Exelon June 2015 - Present
U.S. Trust August 2012 - May 2015
U.S. Trust September 2010 - August 2012
U.S. Trust January 2007 - August 2010
Citi July 2004 - December 2006
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Equities, Investment Management, Investment Strategies, Mutual Funds, Investment Advisory, Manager Selection
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Exelon June 2015 - Present
U.S. Trust August 2012 - May 2015
U.S. Trust September 2010 - August 2012
U.S. Trust January 2007 - August 2010
Citi July 2004 - December 2006
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Equities, Investment Management, Investment Strategies, Mutual Funds, Investment Advisory, Manager Selection
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Jeff Lynch's Citi Experience June 2014 - Present
Job Risk Governance Group
Industry Banking
Experience
Citi June 2014 - Present
Citigroup August 2009 - June 2014
Citigroup February 2004 - August 2009
SurfControl August 2000 - December 2004
Skills
Basel II, Market Risk, Regulatory Capital
Education
University of California, Santa Cruz 2000 — 2002
M.S., Applied Economics & Finance
University of California, Davis 1996 — 2000
B.A., Economics
Citi June 2014 - Present
Citigroup August 2009 - June 2014
Citigroup February 2004 - August 2009
SurfControl August 2000 - December 2004
Skills
Basel II, Market Risk, Regulatory Capital
Education
University of California, Santa Cruz 2000 — 2002
M.S., Applied Economics & Finance
University of California, Davis 1996 — 2000
B.A., Economics
Angie Duong's Citi Experience August 1993 - February 1998
Job Senior Programmer / Technical Lead at Badu Networks
Industry Computer Software
Experience
Badu Networks July 2014 - Present
3M September 2012 - July 2014
Federal Signal Technologies August 2008 - July 2014
Badu networks 2013 - 2014
Citigroup February 1998 - January 2008
Citi August 1993 - February 1998
Skills
SQL, SDLC, JavaScript, Java Enterprise Edition, XML, HTML, Microsoft SQL Server, MySQL, Unix, AJAX, Software Development, Requirements Analysis, Java, Unix Shell Scripting, JSP, Agile Methodologies, DB2, Software Project..., Database Design, PL/SQL, Subversion, Testing, Struts, Oracle, Web Services, REST, Integration, jQuery, Websphere, Perl, C++, C, Mobile Applications, Software Engineering, C#, Linux, Eclipse, Scrum
Education
University of California, Los Angeles 1997 — 1999
UCLA 1996 — 1999
Bachelor's degree, Computer Science and Engineer
Badu Networks July 2014 - Present
3M September 2012 - July 2014
Federal Signal Technologies August 2008 - July 2014
Badu networks 2013 - 2014
Citigroup February 1998 - January 2008
Citi August 1993 - February 1998
Skills
SQL, SDLC, JavaScript, Java Enterprise Edition, XML, HTML, Microsoft SQL Server, MySQL, Unix, AJAX, Software Development, Requirements Analysis, Java, Unix Shell Scripting, JSP, Agile Methodologies, DB2, Software Project..., Database Design, PL/SQL, Subversion, Testing, Struts, Oracle, Web Services, REST, Integration, jQuery, Websphere, Perl, C++, C, Mobile Applications, Software Engineering, C#, Linux, Eclipse, Scrum
Education
University of California, Los Angeles 1997 — 1999
UCLA 1996 — 1999
Bachelor's degree, Computer Science and Engineer
Jane Terjung's Citi Experience June 1996 - October 2007
Job Free Lance Writer
Industry Computer Software
Experience
janeterjung.com October 2008 - Present
Citi June 1996 - October 2007
Jefferies & Company Inc., August 1994 - June 1996
Becky's Mom August 1989 - August 1994
Citicorp - Transaction Technologie Inc. September 1983 - August 1989
Mattel Electronics May 1982 - August 1983
Lockheed California Company September 1979 - May 1982
Skills
Program Management, Software Project..., Humor, Writing
Education
University of California, Los Angeles 1975 — 1980
Bachelor of Science (BS), Mathematics and Computer Science
janeterjung.com October 2008 - Present
Citi June 1996 - October 2007
Jefferies & Company Inc., August 1994 - June 1996
Becky's Mom August 1989 - August 1994
Citicorp - Transaction Technologie Inc. September 1983 - August 1989
Mattel Electronics May 1982 - August 1983
Lockheed California Company September 1979 - May 1982
Skills
Program Management, Software Project..., Humor, Writing
Education
University of California, Los Angeles 1975 — 1980
Bachelor of Science (BS), Mathematics and Computer Science
Christine Hryciw's Citi Experience March 2013 - November 2013
Job AVP, Compliance Supervisor at California United Bank
Industry Banking
Experience
California United Bank November 2013 - Present
Citi March 2013 - November 2013
East West Bank January 2008 - March 2013
WMC Mortgage - GE Money Bank 2006 - 2007
IndyMac Bank 2004 - 2006
Bank of the West 2004 - 2004
Countrywide Financial Corporation 2003 - 2004
Countrywide Financial Corporation 2002 - 2003
Countrywide Financial Corporation 1997 - 2002
Countrywide Financial Corporation 1996 - 1997
Skills
Internal Audit, Compliance, Enterprise Risk..., Banking, Compliance Audits, Mortgage, Vendor Management, Mortgage Lending, Risk Management, Quality Auditing, Credit Risk, Internal Controls, Loans, Credit, Operations Management, Auditing, Management, Retail Banking, Commercial Banking, Accounting, Finance, AML, Bank Secrecy Act, OFAC, Commercial Lending, Mortgage Banking, Financial Institutions, KYC, Consumer Lending, Operational Risk, Credit Analysis, Operational Risk..., Loan Servicing, Financial Services, Cash Management, Portfolio Management, Executive Management, USA PATRIOT Act, Due Diligence, Credit Cards, Compliance Testing, Anti Money Laundering
Education
University of California, Los Angeles 1984 — 1989
BA
Harvard University Summer Program 1986 — 1986
California United Bank November 2013 - Present
Citi March 2013 - November 2013
East West Bank January 2008 - March 2013
WMC Mortgage - GE Money Bank 2006 - 2007
IndyMac Bank 2004 - 2006
Bank of the West 2004 - 2004
Countrywide Financial Corporation 2003 - 2004
Countrywide Financial Corporation 2002 - 2003
Countrywide Financial Corporation 1997 - 2002
Countrywide Financial Corporation 1996 - 1997
Skills
Internal Audit, Compliance, Enterprise Risk..., Banking, Compliance Audits, Mortgage, Vendor Management, Mortgage Lending, Risk Management, Quality Auditing, Credit Risk, Internal Controls, Loans, Credit, Operations Management, Auditing, Management, Retail Banking, Commercial Banking, Accounting, Finance, AML, Bank Secrecy Act, OFAC, Commercial Lending, Mortgage Banking, Financial Institutions, KYC, Consumer Lending, Operational Risk, Credit Analysis, Operational Risk..., Loan Servicing, Financial Services, Cash Management, Portfolio Management, Executive Management, USA PATRIOT Act, Due Diligence, Credit Cards, Compliance Testing, Anti Money Laundering
Education
University of California, Los Angeles 1984 — 1989
BA
Harvard University Summer Program 1986 — 1986
Tina R. Davis's Citi Experience October 2010 - Present
Job Director,Sponsorships and Marketing at Citi
Industry Marketing and Advertising
Experience
Citi October 2010 - Present
Citi May 2005 - October 2010
Wieden + Kennedy 1999 - 2005
Skills
Advertising, Integrated Marketing, Sponsorship, Marketing, Financial Services, Brand Architecture
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
Citi October 2010 - Present
Citi May 2005 - October 2010
Wieden + Kennedy 1999 - 2005
Skills
Advertising, Integrated Marketing, Sponsorship, Marketing, Financial Services, Brand Architecture
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
Paul Schultz, CAIA's Citi Experience November 2009 - Present
Job Director at Citi
Industry Banking
Experience
Citi November 2009 - Present
J.P. Morgan September 2007 - February 2009
Phalanx Capital Management LLC January 2006 - August 2007
Lehman Brothers 2002 - June 2005
Citi Group 1994 - 2002
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Economics
Citi November 2009 - Present
J.P. Morgan September 2007 - February 2009
Phalanx Capital Management LLC January 2006 - August 2007
Lehman Brothers 2002 - June 2005
Citi Group 1994 - 2002
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Economics
Rory Valle's Citi Experience January 1995 - February 2009
Job Plant Operator at Matheson TriGas
Industry Computer Networking
Experience
Matheson Tri-Gas January 2012 - Present
Reboare Inc March 2009 - January 2012
Citi January 1995 - February 2009
ACC Capital Holdings/ Argent Mortgage 1994 - 2009
Ameriquest Capital Group 1994 - 2009
Citi Residential Lending 1994 - 2009
American Home Mortgage 1994 - 2009
ACC Capital Holdings 1994 - 2009
Skills
Disaster Recovery, Vendor Management, ITIL, IT Management, Data Center, Process Improvement, IT Strategy, Integration, Visio, Program Management
Education
Brooklyn Technical
University of California, Los Angeles
Matheson Tri-Gas January 2012 - Present
Reboare Inc March 2009 - January 2012
Citi January 1995 - February 2009
ACC Capital Holdings/ Argent Mortgage 1994 - 2009
Ameriquest Capital Group 1994 - 2009
Citi Residential Lending 1994 - 2009
American Home Mortgage 1994 - 2009
ACC Capital Holdings 1994 - 2009
Skills
Disaster Recovery, Vendor Management, ITIL, IT Management, Data Center, Process Improvement, IT Strategy, Integration, Visio, Program Management
Education
Brooklyn Technical
University of California, Los Angeles
Hailin Koo's Citi Experience July 2005 - January 2008
Job Financial Analyst | MBA Candidate
Industry Financial Services
Experience
Kofax July 2012 - Present
First American Financial Corporation June 2008 - April 2012
Citi July 2005 - January 2008
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Forecasting, Financial Variance..., Variance Analysis, Essbase, Smartview, Hyperion Planning, Board of Directors..., Board of Directors..., Financial Reporting, Budget Process, Budget, Analysis, Income Statement, Project Planning, Hyperion HFM, Hyperion Reports, Hyperion Financial..., Corporate FP&A, Hyperion Enterprise, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA
University of California, Irvine 2000 — 2005
Bachelor of Science, Information and Computer Science
University of Sussex 2002 — 2003
UC Education Abroad Program
Kofax July 2012 - Present
First American Financial Corporation June 2008 - April 2012
Citi July 2005 - January 2008
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Forecasting, Financial Variance..., Variance Analysis, Essbase, Smartview, Hyperion Planning, Board of Directors..., Board of Directors..., Financial Reporting, Budget Process, Budget, Analysis, Income Statement, Project Planning, Hyperion HFM, Hyperion Reports, Hyperion Financial..., Corporate FP&A, Hyperion Enterprise, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA
University of California, Irvine 2000 — 2005
Bachelor of Science, Information and Computer Science
University of Sussex 2002 — 2003
UC Education Abroad Program
Wernher Wiebach's Citi Experience August 2004 - July 2008
Job Project Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2013 - Present
JPMorgan Chase July 2008 - June 2013
Citi August 2004 - July 2008
PolyOne January 2001 - July 2004
GE Plastics April 1992 - January 2002
Skills
Operational Excellence, Contract Negotiation, Business Development, Six Sigma, Risk Management, Sales&Marketing, Credit, Process Improvement, Mortgage Lending, Business Process..., Financial Services, Financial Risk, Portfolio Management, Sales, Team Management, Project Management, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
Wells Fargo Home Mortgage July 2013 - Present
JPMorgan Chase July 2008 - June 2013
Citi August 2004 - July 2008
PolyOne January 2001 - July 2004
GE Plastics April 1992 - January 2002
Skills
Operational Excellence, Contract Negotiation, Business Development, Six Sigma, Risk Management, Sales&Marketing, Credit, Process Improvement, Mortgage Lending, Business Process..., Financial Services, Financial Risk, Portfolio Management, Sales, Team Management, Project Management, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
Roy Sherman's Citi Experience 2000 - Present
Job Vice President at Citibank
Industry Financial Services
Ryan Yu's Citi Experience April 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Citi April 2015 - Present
Ernst & Young September 2012 - April 2015
Union Bank June 2009 - August 2012
RPA July 2006 - January 2008
Symantec 2003 - 2005
Skills
Risk Management, Market Risk Management, Fixed Income, SQL, VBA, Java, Analytics, Basel 2.5, Incremental Risk Charge, Value at Risk, Quantitative Finance, VAR, Interest Rate..., Financial Services, Market Risk, Bloomberg, Financial Risk
Education
University of California, Los Angeles
Bachelor of Science, Computer Science
University of Southern California
Master of Science, Mathematical Finance
Citi April 2015 - Present
Ernst & Young September 2012 - April 2015
Union Bank June 2009 - August 2012
RPA July 2006 - January 2008
Symantec 2003 - 2005
Skills
Risk Management, Market Risk Management, Fixed Income, SQL, VBA, Java, Analytics, Basel 2.5, Incremental Risk Charge, Value at Risk, Quantitative Finance, VAR, Interest Rate..., Financial Services, Market Risk, Bloomberg, Financial Risk
Education
University of California, Los Angeles
Bachelor of Science, Computer Science
University of Southern California
Master of Science, Mathematical Finance
Martin Tataje's Citi Experience September 2011 - September 2013
Job Realtors at Prudential Real Estate
Industry Real Estate
Experience
Prudential Real Estate April 2013 - Present
Citi September 2011 - September 2013
Skills
Project Management, Strategic Planning, Vendor Management, Customer Service, Team Building, New Business Development, Team Leadership, Sales, Analysis, Leadership, Program Management, Business Strategy, Entrepreneurship
Education
University of California, Irvine 1987 — 1990
BS, Computer Science
Prudential Real Estate April 2013 - Present
Citi September 2011 - September 2013
Skills
Project Management, Strategic Planning, Vendor Management, Customer Service, Team Building, New Business Development, Team Leadership, Sales, Analysis, Leadership, Program Management, Business Strategy, Entrepreneurship
Education
University of California, Irvine 1987 — 1990
BS, Computer Science
Moses Lin's Citi Experience April 2012 - Present
Job VP Citi Personal Wealth Management at Citi
Industry Financial Services
Experience
Citi April 2012 - Present
Edward Jones March 2010 - March 2012
Just Mortgage October 2008 - March 2010
Indymac Bank February 1997 - July 2008
Skills
Mortgage, Retirement Planning, B2B, Financial Planning, Mortgage Lending, Series 7, Mortgage Banking, 401k, IRAs, Construction Loans, Reverse Mortgages, FHA financing, Commercial Lending, FHA, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Wealth Management, Investments, Insurance, High Net Worth..., Series 66, Loan Origination, Strategic Financial..., Loans, Credit, Refinance
Education
University of California, Los Angeles 1994 — 1996
BA, Economics
Citi April 2012 - Present
Edward Jones March 2010 - March 2012
Just Mortgage October 2008 - March 2010
Indymac Bank February 1997 - July 2008
Skills
Mortgage, Retirement Planning, B2B, Financial Planning, Mortgage Lending, Series 7, Mortgage Banking, 401k, IRAs, Construction Loans, Reverse Mortgages, FHA financing, Commercial Lending, FHA, Retirement, Investment Advisory, Mutual Funds, Portfolio Management, Wealth Management, Investments, Insurance, High Net Worth..., Series 66, Loan Origination, Strategic Financial..., Loans, Credit, Refinance
Education
University of California, Los Angeles 1994 — 1996
BA, Economics
Kelley Hebert's Citi Experience 1994 - 2000
Job Managing Director at RBS
Industry Banking
Experience
RBS Corporate & Institutional Banking 2008 - Present
ABN AMRO Incorporated 2003 - 2008
Swiss Re / Fox-Pitt, Kelton 2000 - 2003
Citi 1994 - 2000
Citi 1991 - 1994
Citi 1988 - 1991
Skills
Credit Risk, Capital Markets, Structured Finance, Asset Management, Financial Services, Financial Institutions, Derivatives, Hedging, ALM, Securitization, Financial Modeling
Education
University of California, Davis
BA, International Relations and Spanish, Honors
University of Washington, Michael G. Foster School of Business
MBA, Finance
RBS Corporate & Institutional Banking 2008 - Present
ABN AMRO Incorporated 2003 - 2008
Swiss Re / Fox-Pitt, Kelton 2000 - 2003
Citi 1994 - 2000
Citi 1991 - 1994
Citi 1988 - 1991
Skills
Credit Risk, Capital Markets, Structured Finance, Asset Management, Financial Services, Financial Institutions, Derivatives, Hedging, ALM, Securitization, Financial Modeling
Education
University of California, Davis
BA, International Relations and Spanish, Honors
University of Washington, Michael G. Foster School of Business
MBA, Finance
Brett Mansfield's Citi Experience January 2012 - Present
Job Business Banking Director at Citi
Industry Banking
Experience
Citi January 2012 - Present
Habitat For Humanity - Orange County, CA January 2009 - Present
Ocean Institute October 2008 - Present
Union Bank November 2009 - November 2011
Wachovia Bank September 2006 - November 2009
Citibank May 2000 - September 2006
Wells Fargo 1989 - 2000
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Treasury Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Strategic Planning, Team Management, Sales, Wealth Management
Education
University of California, Irvine 1984 — 1989
BA, Economics
Citi January 2012 - Present
Habitat For Humanity - Orange County, CA January 2009 - Present
Ocean Institute October 2008 - Present
Union Bank November 2009 - November 2011
Wachovia Bank September 2006 - November 2009
Citibank May 2000 - September 2006
Wells Fargo 1989 - 2000
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Treasury Management, Cash Management, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Strategic Planning, Team Management, Sales, Wealth Management
Education
University of California, Irvine 1984 — 1989
BA, Economics
Azusa Li's Citi Experience March 2010 - Present
Job Credit & Portfolio Risk Manager
Industry Banking
Experience
Citi March 2010 - Present
JPMorgan Chase October 2008 - March 2010
Washington Mutual Card Services January 2007 - October 2008
Providian Financial January 2005 - December 2006
USGS - Upper Midwest Environmental Sciences Center September 2004 - September 2006
UCLA Department of Statistics - Statistical Consulting Center March 2003 - September 2004
Skills
SAS, R, S-Plus, Access, Microsoft Excel, Stata, Matlab, Unix, Toad, C, Cantonese, Statistical Modeling, Predictive Modeling, Credit Risk, Predictive Analytics, SAS programming, Data Mining, Analytics, Risk Analytics, Credit Cards, Analysis
Education
University of California, Los Angeles 2002 — 2004
MS
University of California, Davis 1998 — 2002
BS
Citi March 2010 - Present
JPMorgan Chase October 2008 - March 2010
Washington Mutual Card Services January 2007 - October 2008
Providian Financial January 2005 - December 2006
USGS - Upper Midwest Environmental Sciences Center September 2004 - September 2006
UCLA Department of Statistics - Statistical Consulting Center March 2003 - September 2004
Skills
SAS, R, S-Plus, Access, Microsoft Excel, Stata, Matlab, Unix, Toad, C, Cantonese, Statistical Modeling, Predictive Modeling, Credit Risk, Predictive Analytics, SAS programming, Data Mining, Analytics, Risk Analytics, Credit Cards, Analysis
Education
University of California, Los Angeles 2002 — 2004
MS
University of California, Davis 1998 — 2002
BS
Larry Tekler's Citi Experience 2001 - 2008
Job Managing Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank August 2010 - Present
Wells Fargo August 2008 - July 2010
Citi 2001 - 2008
Skills
Wealth Management, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Investments, Capital Markets, Asset Allocation, Asset Management, Financial Services, Fixed Income, Private Banking, Private Equity, Series 7, Securities
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
Citi Private Bank August 2010 - Present
Wells Fargo August 2008 - July 2010
Citi 2001 - 2008
Skills
Wealth Management, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Equities, Investments, Capital Markets, Asset Allocation, Asset Management, Financial Services, Fixed Income, Private Banking, Private Equity, Series 7, Securities
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
Alicia R. Mares's Citi Experience 2003 - 2010
Job Licensed Banker
Industry Banking
Experience
Chase August 2010 - October 2013
Citi 2003 - 2010
American Express 2002 - 2003
Education
University of California, Los Angeles
Master of Business Administration (MBA)
University of California, Riverside 1998 — 2002
BS, Business Administration
Chase August 2010 - October 2013
Citi 2003 - 2010
American Express 2002 - 2003
Education
University of California, Los Angeles
Master of Business Administration (MBA)
University of California, Riverside 1998 — 2002
BS, Business Administration
Robert D Miller's Citi Experience November 1997 - October 2007
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities 2012 - Present
Credit Suisse October 2007 - June 2012
Citi November 1997 - October 2007
Cahill Gordon & Reindel July 1993 - November 1997
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD), Law
Oxford University 1988 — 1991
Master of Studies, Philosophy and Mathematical Logic
University of California, Los Angeles 1981 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Philosophy
Deutsche Bank Securities 2012 - Present
Credit Suisse October 2007 - June 2012
Citi November 1997 - October 2007
Cahill Gordon & Reindel July 1993 - November 1997
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD), Law
Oxford University 1988 — 1991
Master of Studies, Philosophy and Mathematical Logic
University of California, Los Angeles 1981 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Philosophy
Valerie Zhang's Citi Experience July 2011 - Present
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
UCLA Career Center September 2010 - June 2011
Citibank (Balance Sheet Management) June 2009 - July 2009
Citibank, Singapore January 2008 - July 2008
Skills
Microsoft, Microsoft Excel, Microsoft Word, Outlook, Project Planning, Project Management, Coordinating Special..., Product Marketing, Operations Management, Financial Accounting, Cost Accounting, Career Counseling, Finance, Risk Management
Education
University of California, Los Angeles
Bachelor of Arts, Business Economics
Citi July 2011 - Present
UCLA Career Center September 2010 - June 2011
Citibank (Balance Sheet Management) June 2009 - July 2009
Citibank, Singapore January 2008 - July 2008
Skills
Microsoft, Microsoft Excel, Microsoft Word, Outlook, Project Planning, Project Management, Coordinating Special..., Product Marketing, Operations Management, Financial Accounting, Cost Accounting, Career Counseling, Finance, Risk Management
Education
University of California, Los Angeles
Bachelor of Arts, Business Economics
Jay Gracom's Citi Experience Home Lending SpecialistCitiAugust 2013 - Present
Job Home Lending Specialist at Citi
Industry Financial Services
Experience
Citi Home Lending SpecialistCitiAugust 2013 - Present
Wells Fargo Home Mortgage March 2009 - June 2012
Mission Oaks National Bank July 2007 - March 2009
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Consumer Lending, Underwriting, Government Loans, Commercial Lending, Investments, Financial Services, Retail Banking, Small Business Lending, Construction Loans, Mortgage Underwriting
Education
Chaminade High School
UCLA
Citi Home Lending SpecialistCitiAugust 2013 - Present
Wells Fargo Home Mortgage March 2009 - June 2012
Mission Oaks National Bank July 2007 - March 2009
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Consumer Lending, Underwriting, Government Loans, Commercial Lending, Investments, Financial Services, Retail Banking, Small Business Lending, Construction Loans, Mortgage Underwriting
Education
Chaminade High School
UCLA
Nicole Bird's Citi Experience December 2007 - February 2009
Job Looking for an Emploment Opportunity
Industry Financial Services
Experience
ZipZap April 2013 - August 2013
Citi December 2007 - February 2009
Pacific Growth Equities, LLC October 2006 - April 2007
AssetMark Investment Services November 2005 - May 2006
Harris Bretall Sullivan & Smith March 2003 - December 2004
Merrill, Lynch, Pierce, Fenner & Smith August 2000 - February 2003
Credit Suisse First Boston - Technology Group April 2000 - August 2000
Goldman Sachs & Co February 1998 - March 2000
NationsBanc Montgomery Securities, Inc May 1997 - September 1998
Barclays Global InvestorsTrading Liaison August 1995 - May 1997
Skills
Portfolio Management, Finance, Due Diligence, Asset Allocation, Marketing, Analysis, Options, Strategic Financial..., Banking, Bonds, Venture Capital, Sales, Equities, Hedge Funds, Asset Management, Securities, Capital Markets, Alternative Investments, Derivatives, Mutual Funds, Trading Systems, Investments, Investment Banking, Electronic Trading, Equity Trading, Equity Derivatives, FINRA, Wealth Management, ETFs, Strategy, Financial Modeling, Financial Markets, Valuation, Risk Management, Investment Strategies, Equity Research, Financial Advisory, Investment Advisory, Start-ups, Bloomberg
Education
University of California, Irvine 1991 — 1995
Bachelor of Arts, Political Science, minor in psychology
Punahou School
ZipZap April 2013 - August 2013
Citi December 2007 - February 2009
Pacific Growth Equities, LLC October 2006 - April 2007
AssetMark Investment Services November 2005 - May 2006
Harris Bretall Sullivan & Smith March 2003 - December 2004
Merrill, Lynch, Pierce, Fenner & Smith August 2000 - February 2003
Credit Suisse First Boston - Technology Group April 2000 - August 2000
Goldman Sachs & Co February 1998 - March 2000
NationsBanc Montgomery Securities, Inc May 1997 - September 1998
Barclays Global InvestorsTrading Liaison August 1995 - May 1997
Skills
Portfolio Management, Finance, Due Diligence, Asset Allocation, Marketing, Analysis, Options, Strategic Financial..., Banking, Bonds, Venture Capital, Sales, Equities, Hedge Funds, Asset Management, Securities, Capital Markets, Alternative Investments, Derivatives, Mutual Funds, Trading Systems, Investments, Investment Banking, Electronic Trading, Equity Trading, Equity Derivatives, FINRA, Wealth Management, ETFs, Strategy, Financial Modeling, Financial Markets, Valuation, Risk Management, Investment Strategies, Equity Research, Financial Advisory, Investment Advisory, Start-ups, Bloomberg
Education
University of California, Irvine 1991 — 1995
Bachelor of Arts, Political Science, minor in psychology
Punahou School
Vince Hackney's Citi Experience December 2007 - January 2010
Job Cognitive Testing Tech
Industry Medical Practice
Experience
Newport Doctor's Medical Group Inc. June 2011 - Present
Parker Lab June 2012 - June 2013
Citi December 2007 - January 2010
Target May 2005 - December 2007
Skills
Customer Service, Lifesciences, Cross-functional Team..., Data Analysis, Market Research, Microscopy, Pharmaceutical Industry, Quality Assurance, Research, Teaching, Analysis, Statistics, SPSS
Education
UCI
Bachelor of Science (B.S.), Neurobiology
Newport Doctor's Medical Group Inc. June 2011 - Present
Parker Lab June 2012 - June 2013
Citi December 2007 - January 2010
Target May 2005 - December 2007
Skills
Customer Service, Lifesciences, Cross-functional Team..., Data Analysis, Market Research, Microscopy, Pharmaceutical Industry, Quality Assurance, Research, Teaching, Analysis, Statistics, SPSS
Education
UCI
Bachelor of Science (B.S.), Neurobiology
Pavel Yefanau's Citi Experience June 2009 - August 2009
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Avago Technologies July 2012 - December 2013
Barclays Capital September 2010 - August 2012
Revolution Partners January 2010 - June 2010
SKBA Capital Management August 2009 - May 2010
Citi June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Portfolio Management, Financial Reporting, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Private Equity, Financial Analysis, Start-ups, Equity Research, Due Diligence, Venture Capital, Capital Markets
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
J.P. Morgan June 2014 - Present
Avago Technologies July 2012 - December 2013
Barclays Capital September 2010 - August 2012
Revolution Partners January 2010 - June 2010
SKBA Capital Management August 2009 - May 2010
Citi June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Portfolio Management, Financial Reporting, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Private Equity, Financial Analysis, Start-ups, Equity Research, Due Diligence, Venture Capital, Capital Markets
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
Brady Fuchs's Citi Experience 2005 - 2009
Job Financial Advisor, Concert Wealth Management
Industry Investment Management
Experience
Concert Wealth Management August 2009 - Present
Citi 2005 - 2009
WMFS 2004 - 2005
UBS 2000 - 2003
Education
University of California, Irvine 1986 — 1992
Concert Wealth Management August 2009 - Present
Citi 2005 - 2009
WMFS 2004 - 2005
UBS 2000 - 2003
Education
University of California, Irvine 1986 — 1992
Matt Knipprath's Citi Experience January 2015 - Present
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi January 2014 - January 2015
Citi August 2011 - January 2014
BDO USA, LLP November 2009 - November 2010
BDO USA, LLP June 2008 - September 2008
Education
University of California, Irvine 2005 — 2009
BA, Business Economics, Accounting
Citi January 2015 - Present
Citi January 2014 - January 2015
Citi August 2011 - January 2014
BDO USA, LLP November 2009 - November 2010
BDO USA, LLP June 2008 - September 2008
Education
University of California, Irvine 2005 — 2009
BA, Business Economics, Accounting
Tamer Abouelezz's Citi Experience March 2015 - Present
Job Citi Home Lending Officer
Industry Real Estate
Experience
Citi March 2015 - Present
HSBC Mortgage Services January 2014 - March 2015
US Bank Home Mortgage July 2011 - January 2014
Skills
Mortgage Banking, FHA, Mortgage Lending, Underwriting, Refinance, Consumer Lending, Investment Properties, Loans, Sales Management, Credit Analysis, Credit, Real Estate, Residential Mortgages, Banking, VA loans, First Time Home Buyers, Small Business Lending, Loan Origination, FHA financing, Construction Loans, Home Equity Lines of..., Reverse Mortgages, Financial Services, Real Estate Financing, Mortgage Marketing, Funding, Finance, Government Loans, FHA Financing, VA Loans
Education
Benicia High School
University of California, Davis
Bachelor of Arts (B.A.), International Business
Citi March 2015 - Present
HSBC Mortgage Services January 2014 - March 2015
US Bank Home Mortgage July 2011 - January 2014
Skills
Mortgage Banking, FHA, Mortgage Lending, Underwriting, Refinance, Consumer Lending, Investment Properties, Loans, Sales Management, Credit Analysis, Credit, Real Estate, Residential Mortgages, Banking, VA loans, First Time Home Buyers, Small Business Lending, Loan Origination, FHA financing, Construction Loans, Home Equity Lines of..., Reverse Mortgages, Financial Services, Real Estate Financing, Mortgage Marketing, Funding, Finance, Government Loans, FHA Financing, VA Loans
Education
Benicia High School
University of California, Davis
Bachelor of Arts (B.A.), International Business
Sean Barry's Citi Experience November 2014 - August 2015
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
Citi November 2014 - August 2015
Mutual of Omaha Bank January 2010 - November 2014
Bank of America December 2008 - December 2010
Wells Fargo Home Mortgage October 2002 - December 2008
Skills
Credit Analysis, Mortgage Lending, Mortgage, Mortgage Banking, Loans, Investments, Investment Properties, Real Estate, Loan Origination, Credit, Sales, Residential Mortgages
Education
University of San Diego School of Law 1997 — 2000
Doctor of Law (J.D.), Law
University of California, Los Angeles 1993 — 1995
Bachelor's degree, English Language and Literature, General
RSF Elementary
University of San Francisco School of Law
First Republic Bank August 2015 - Present
Citi November 2014 - August 2015
Mutual of Omaha Bank January 2010 - November 2014
Bank of America December 2008 - December 2010
Wells Fargo Home Mortgage October 2002 - December 2008
Skills
Credit Analysis, Mortgage Lending, Mortgage, Mortgage Banking, Loans, Investments, Investment Properties, Real Estate, Loan Origination, Credit, Sales, Residential Mortgages
Education
University of San Diego School of Law 1997 — 2000
Doctor of Law (J.D.), Law
University of California, Los Angeles 1993 — 1995
Bachelor's degree, English Language and Literature, General
RSF Elementary
University of San Francisco School of Law
Yanfei Lisa Li's Citi Experience September 2013 - Present
Job Associate at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
CPP Investment Board May 2011 - January 2012
Skills
Quantitative Finance, Bloomberg, Portfolio Management, Applied Mathematics, Derivatives, Financial Modeling, Fixed Income, Matlab, Equities, Options, Portfolio Optimization, Monte Carlo Simulation, Econometrics, Currency, VBA, Hedge Funds, Quantitative Analytics, Equity Derivatives
Education
Haas School of Business, UC Berkeley 2012 — 2013
Master, Financial Engineering
University of Toronto - Victoria University 2007 — 2011
Hon. B.Sc., Mathematical Applications
Citi September 2013 - Present
CPP Investment Board May 2011 - January 2012
Skills
Quantitative Finance, Bloomberg, Portfolio Management, Applied Mathematics, Derivatives, Financial Modeling, Fixed Income, Matlab, Equities, Options, Portfolio Optimization, Monte Carlo Simulation, Econometrics, Currency, VBA, Hedge Funds, Quantitative Analytics, Equity Derivatives
Education
Haas School of Business, UC Berkeley 2012 — 2013
Master, Financial Engineering
University of Toronto - Victoria University 2007 — 2011
Hon. B.Sc., Mathematical Applications
Yi Sudweeks's Citi Experience August 2012 - August 2013
Job Fund Manager at University of California, San Diego
Industry Accounting
Experience
University of California, San Diego August 2015 - Present
UC San Diego December 2013 - August 2015
Citi August 2012 - August 2013
H&R Block January 2012 - April 2013
AXA Advisors April 2011 - June 2011
Skills
Accounting, Taxations, Financial Analysis, QuickBooks, Economics, Financial Accounting, Accounts Payable, Financial Reporting, Bookkeeping
Education
University of California, San Diego 2013 — 2014
Accounting Certificate, Accounting
University of California, Los Angeles 2009 — 2011
Bachelor of Arts, Business Economics, Accounting and Finance
University of California, San Diego August 2015 - Present
UC San Diego December 2013 - August 2015
Citi August 2012 - August 2013
H&R Block January 2012 - April 2013
AXA Advisors April 2011 - June 2011
Skills
Accounting, Taxations, Financial Analysis, QuickBooks, Economics, Financial Accounting, Accounts Payable, Financial Reporting, Bookkeeping
Education
University of California, San Diego 2013 — 2014
Accounting Certificate, Accounting
University of California, Los Angeles 2009 — 2011
Bachelor of Arts, Business Economics, Accounting and Finance
Qian He's Citi Experience April 2013 - October 2014
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Citi April 2013 - October 2014
Citi October 2012 - December 2012
Skills
Monte Carlo Simulation, Derivatives, Financial Modeling, Quantitative Finance, Principal Component...
Education
University of California, Berkeley, Haas School of Business 2012 — 2013
MFE
Virginia Tech 2007 — 2011
Ph.D., Statistical Physics; M.S., Applied Economics
Tsinghua University 2002 — 2006
B.Eng., Nuclear Engineering
JPMorgan Chase & Co. November 2014 - Present
Citi April 2013 - October 2014
Citi October 2012 - December 2012
Skills
Monte Carlo Simulation, Derivatives, Financial Modeling, Quantitative Finance, Principal Component...
Education
University of California, Berkeley, Haas School of Business 2012 — 2013
MFE
Virginia Tech 2007 — 2011
Ph.D., Statistical Physics; M.S., Applied Economics
Tsinghua University 2002 — 2006
B.Eng., Nuclear Engineering
Seth Kim's Citi Experience March 2012 - February 2014
Job Financial Analyst at Marin Software
Industry Information Technology and Services
Experience
Marin Software September 2015 - Present
Marin Software March 2014 - August 2015
Citi March 2012 - February 2014
Piper Jaffray May 2011 - December 2011
Hanwha Securities June 2010 - August 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Marin Software September 2015 - Present
Marin Software March 2014 - August 2015
Citi March 2012 - February 2014
Piper Jaffray May 2011 - December 2011
Hanwha Securities June 2010 - August 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Patricia Fasen's Citi Experience 2000 - 2007
Job Paralegal/Intern at Stubbs Law
Industry Legal Services
Experience
Stubbs Law September 2011 - December 2011
The Public Counsel July 2011 - September 2011
Citi 2000 - 2007
Skills
Westlaw
Education
UCLA 2012 — 2012
Paralegal
Hamilton High School
SDSU
Bachelors of Science, Finance
Stubbs Law September 2011 - December 2011
The Public Counsel July 2011 - September 2011
Citi 2000 - 2007
Skills
Westlaw
Education
UCLA 2012 — 2012
Paralegal
Hamilton High School
SDSU
Bachelors of Science, Finance
Cherrie Chow's Citi Experience July 2014 - Present
Job Dedicated Lending Associate at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Citi March 2008 - July 2014
Citi October 2007 - February 2008
Citi March 2005 - September 2007
Skills
Banking, Retail Banking, Sales, Customer Service, Employee Training, Microsoft Office, Branch Management, Leadership, Performance Management, Financial Transactions, Account Management, Problem Solving, Branch Operation, Development Of Employees, Coaching, Account Reconciliation, Management, Loans, Financial Services, Credit, Relationship Management, Portfolio Management, Staff Management, Compliance Procedures, Expense Budget..., Mortgage Lending
Education
UCLA 2005 — 2007
B.S, Math/Econ
Citi July 2014 - Present
Citi March 2008 - July 2014
Citi October 2007 - February 2008
Citi March 2005 - September 2007
Skills
Banking, Retail Banking, Sales, Customer Service, Employee Training, Microsoft Office, Branch Management, Leadership, Performance Management, Financial Transactions, Account Management, Problem Solving, Branch Operation, Development Of Employees, Coaching, Account Reconciliation, Management, Loans, Financial Services, Credit, Relationship Management, Portfolio Management, Staff Management, Compliance Procedures, Expense Budget..., Mortgage Lending
Education
UCLA 2005 — 2007
B.S, Math/Econ
Kasey Bowen's Citi Experience 2003 - February 2012
Job Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority March 2012 - Present
Citi 2003 - February 2012
Citi (SalomonSmithBarney) 1999 - 2003
TUDOR INVESTMENT CORPORATION 1994 - 1999
Skills
Equities, Analytics, Financial Services, Capital Markets, Executive Management, Investor Relations, Fixed Income
Education
University of California, Irvine
Bachelor of Arts (B.A.), Social Science
Financial Industry Regulatory Authority March 2012 - Present
Citi 2003 - February 2012
Citi (SalomonSmithBarney) 1999 - 2003
TUDOR INVESTMENT CORPORATION 1994 - 1999
Skills
Equities, Analytics, Financial Services, Capital Markets, Executive Management, Investor Relations, Fixed Income
Education
University of California, Irvine
Bachelor of Arts (B.A.), Social Science
Frank DePasquale's Citi Experience May 2001 - June 2002
Job Financial & Banking Professional
Industry Financial Services
Experience
Edward Jones March 2009 - September 2011
Omni National Bank March 2005 - September 2008
Wells Fargo Financial April 2004 - March 2005
ORIX September 2002 - April 2004
Citi May 2001 - June 2002
GE Capital February 1996 - May 2001
Education
University of California, Davis
Bachelor's of Science, Agricultural Economics - Managerial
Edward Jones March 2009 - September 2011
Omni National Bank March 2005 - September 2008
Wells Fargo Financial April 2004 - March 2005
ORIX September 2002 - April 2004
Citi May 2001 - June 2002
GE Capital February 1996 - May 2001
Education
University of California, Davis
Bachelor's of Science, Agricultural Economics - Managerial
Amber Chalmers's Citi Experience July 2013 - March 2015
Job Economic Analyst
Industry Financial Services
Experience
Citi July 2013 - March 2015
Wells Fargo July 2011 - July 2013
HCVT LLP (Holthouse Carlin & Van Trigt LLP) June 2007 - August 2009
Education
University of California, Davis 2007 — 2011
Bachelor’s Degree, Economics, Communication
Westechester Senior High School 2003 — 2007
High School
Citi July 2013 - March 2015
Wells Fargo July 2011 - July 2013
HCVT LLP (Holthouse Carlin & Van Trigt LLP) June 2007 - August 2009
Education
University of California, Davis 2007 — 2011
Bachelor’s Degree, Economics, Communication
Westechester Senior High School 2003 — 2007
High School
Charles DiCarlo's Citi Experience August 2001 - March 2009
Job Network Operations Manager at Lightcrest
Industry Information Technology and Services
Experience
Lightcrest May 2011 - Present
PwC February 2009 - April 2011
Citi August 2001 - March 2009
Skills
Network Engineering, Network Security, Network Design
Education
UC Irvine 1995 — 1999
Lightcrest May 2011 - Present
PwC February 2009 - April 2011
Citi August 2001 - March 2009
Skills
Network Engineering, Network Security, Network Design
Education
UC Irvine 1995 — 1999
Alex Pham's Citi Experience June 2009 - August 2009
Job Senior Equity Research Associate at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. September 2013 - Present
Wedbush Securities April 2011 - September 2013
Morgan Keegan Technology Group August 2010 - April 2011
Citi June 2009 - August 2009
Skills
Valuation, Investment Banking, Equities, Bloomberg, Equity Research, Financial Modeling, Capital Markets
Education
UC Davis 2006 — 2010
Bachelor of Science (B.S.), Managerial Economics
Mizuho Securities USA Inc. September 2013 - Present
Wedbush Securities April 2011 - September 2013
Morgan Keegan Technology Group August 2010 - April 2011
Citi June 2009 - August 2009
Skills
Valuation, Investment Banking, Equities, Bloomberg, Equity Research, Financial Modeling, Capital Markets
Education
UC Davis 2006 — 2010
Bachelor of Science (B.S.), Managerial Economics
Samantha Mammen's Citi Experience July 2007 - September 2007
Job Business Planning Analyst at Boeing
Industry Aviation & Aerospace
Jodie Hon's Citi Experience December 2004 - March 2015
Job Client Service Director
Industry Accounting
Experience
Citi December 2004 - March 2015
Cathay Pacific Airways January 2012 - October 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Word, Sales, Strategic Planning, Research, Financial Analysis, Banking, Team Building, Outlook, Microsoft Excel, Finance, Credit, Loans
Education
University of California, Irvine 2007 — 2008
Bachelor's Degree, Psychology
Citi December 2004 - March 2015
Cathay Pacific Airways January 2012 - October 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Word, Sales, Strategic Planning, Research, Financial Analysis, Banking, Team Building, Outlook, Microsoft Excel, Finance, Credit, Loans
Education
University of California, Irvine 2007 — 2008
Bachelor's Degree, Psychology
Charles Zuo's Citi Experience July 2008 - February 2010
Job Branch Manager at Sterling Bank and Trust
Industry Banking
Experience
Sterling Bank and Trust June 2013 - Present
Bank of America April 2010 - June 2013
Citi July 2008 - February 2010
Skills
Financial Services, Small Business Lending, Real Estate Financing, Lines Of Credit, Customer Acquisition, Customer Retention, Marketing, Community Outreach, Cash Management, Investment Banking, Deposit Growth, Chinese culture, Translation, Nonprofits, Outside Sales
Education
UC Davis 2004 — 2007
Bachelor of Science (BS), Economics
Sterling Bank and Trust June 2013 - Present
Bank of America April 2010 - June 2013
Citi July 2008 - February 2010
Skills
Financial Services, Small Business Lending, Real Estate Financing, Lines Of Credit, Customer Acquisition, Customer Retention, Marketing, Community Outreach, Cash Management, Investment Banking, Deposit Growth, Chinese culture, Translation, Nonprofits, Outside Sales
Education
UC Davis 2004 — 2007
Bachelor of Science (BS), Economics
Kathy Feng's Citi Experience December 2011 - Present
Job Personal Banker at Citi
Industry Financial Services
Experience
Citi December 2011 - Present
Education
University of California, Irvine 2008 — 2011
Bachelor of Science (BS), Political Science and Government
Citi December 2011 - Present
Education
University of California, Irvine 2008 — 2011
Bachelor of Science (BS), Political Science and Government
Mohammad Zaidi, CPA's Citi Experience July 2007 - November 2009
Job Transaction Advisory Services Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
McGladrey October 2012 - Present
McGladrey January 2012 - March 2012
City of Torrance. October 2011 - January 2012
Southern California Edison (SCE) June 2011 - September 2011
Merrill Lynch April 2010 - December 2010
Citi July 2007 - November 2009
Skills
Financial Analysis, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Customer Relations, Banking, Project Planning, Revenue Recognition, Cash Flow, Economics, Internal Controls, Team Building, Critical Thinking, Caseware, Accounting, US GAAP, Risk Management
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Economics Emphasis: Accounting
McGladrey June 2015 - Present
McGladrey October 2012 - Present
McGladrey January 2012 - March 2012
City of Torrance. October 2011 - January 2012
Southern California Edison (SCE) June 2011 - September 2011
Merrill Lynch April 2010 - December 2010
Citi July 2007 - November 2009
Skills
Financial Analysis, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Customer Relations, Banking, Project Planning, Revenue Recognition, Cash Flow, Economics, Internal Controls, Team Building, Critical Thinking, Caseware, Accounting, US GAAP, Risk Management
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Economics Emphasis: Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.