Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
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42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Citi February 2015 - June 2015
STAR Education September 2014 - February 2015
Audit Recovery Group, Inc October 2013 - October 2014
Witt Company September 2012 - July 2013
USDA-ARS June 2010 - June 2012
The Red Tomato January 2007 - December 2009
Skills
Leadership, Account Management, Customer Satisfaction, Business Efficiency, Business Analysis, Technology Advisory, Cost Reduction..., SharePoint Designer, Database Development, Relational Databases, Microsoft SQL Server, SQL, VBA, Access, Microsoft Excel, Microsoft Word, Data Analysis, Management, Business Development, Requirements Analysis, Microsoft Office, Project Management, Business Process, Customer Service, Research, Team Building, PowerPoint, Marketing
Education
University of Oxford 2012 — 2012
Global Enterprise Management, Certificate
University of California, Riverside 2007 — 2012
Bachelor of Science (BS), Biological and Biomedical Sciences, Business Administration
Ronin Sportfishing January 2015 - Present
Citi January 2012 - Present
Skills
Management, Sales, Customer Satisfaction, Customer Service, Sales Management, Forecasting, Merchandising, Retail, Time Management, Leadership, Inventory Management, Store Management, Inventory Control, Retail Sales, Branding & Identity, Real Estate, Visual Merchandising, Marketing Strategy, Office Management, Office Administration, Customer Experience, Direct Sales, Employee Training, Outlook, Microsoft Word, Competitive Analysis, Sales Presentations, Recruiting, Sales Process, Hiring, Data Entry, Product Marketing, Social Networking, WordPress, Coordination, Supply Chain Management, P&L, Marketing, Training, Microsoft Office, Microsoft Excel, Strategy, Analysis, Team Building
Education
UOP 2005 — 2006
Master of Business Administration (MBA), International Business
UCSD 2001 — 2005
Bachelor of Arts (BA), Critical Gender Studies
Torrey Pines High School 1998 — 2001
high school, General Studies
Jangho Group June 2013 - Present
iBUYPOWER June 2012 - December 2012
Citi June 2011 - October 2011
Skills
Microsoft Excel, SAP ERP, JOnAS, SAS, Analysis, Management, Finance, Business Development, Microsoft Word, Access, Teamwork, Outlook, PowerPoint, Financial Analysis
Education
University of California, San Diego
Bachelor’s Degree, Management Science B.S. with Accounting Minor
Fidelity Investments July 2015 - Present
Fidelity Investments February 2015 - July 2015
Ameriprise Financial Services, Inc. December 2013 - December 2014
Citi February 2011 - December 2013
Education
University of California, Santa Cruz
Psychology
Berkeley High School 1999 — 2003
Mercer July 2014 - Present
UC San Diego Triton Consulting Group April 2013 - June 2014
Life Technologies June 2013 - February 2014
UC San Diego Business and Financial Services October 2012 - June 2013
Citi June 2011 - October 2011
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Economics, Minors: Rady School of Management Accounting and Political Science
City National Bank June 2002 - Present
OASES 2003 - 2011
Citi July 1993 - June 2002
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Mortgages, Credit Analysis, Management, Consumer Lending, Lines Of Credit, Asset Based Lending, Commercial Banking, Finance, Mortgage Lending, Treasury Management, Banking, Credit, Cross Selling, Portfolio Management, Retail Banking, Loan Origination, Deposits, Private Banking, Cash Management, Branch Management, SBA, Relationship Management, Internet Banking, Mortgage Banking
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz
Bachelor of Arts (B.A.), Asian American Studies
Chegg Inc. April 2014 - Present
Chegg Inc. August 2012 - April 2014
eBay September 2010 - July 2012
eBay September 2009 - September 2010
eBay May 2008 - September 2009
Milestone Internet Marketing August 2007 - May 2008
Citi November 2003 - October 2006
Skills
Teradata, SQL, Oracle SQL, Microsoft Office, Microstrategy, Google Adwords, Microsoft Office 2007, Adobe Creative Suite, Adobe, Photoshop, Dreamweaver, SAS/SQL, Yahoo Search Marketing, MSN AdCenter, Mobile Marketing, Mobile Internet, MySQL, Mobile Applications, Mobile Software, HTML, HTML + CSS, Google Analytics, PowerPoint, Salesforce.com, Excel, Mediaplex, PPC, Mobile, Analytics, Optimization, Web Analytics, SEM, Online Marketing, Online Advertising, Conversion Optimization, E-commerce, Omniture, Search Advertising, User Experience, Product Marketing, Product Management, Android, Marketing Strategy, Campaign Management, iPhone, Competitive Analysis, Mobile Devices, Display Advertising, Microsoft Excel, Social Media Marketing
Education
University of California, San Diego
BS, Management Science, Economics
independence high school
Gap Inc. September 2013 - Present
Gap Inc. May 2005 - Present
Charles Schwab 1999 - 2005
Citi May 1987 - May 1999
Skills
Talent Management, learning and development, Talent Acquisition, Succession Planning, Talent Development, Onboarding, Organizational Design, Employee Engagement, Talent Assessment, Career Development, HR Business Partnering, Hiring, Full-cycle Recruiting, 360 Feedback, Recruiting, Leadership, Strategy, Leadership Development, SDLC, Organizational..., Workforce Planning, College Recruiting, Temporary Placement, Human Resources, Performance Management, Employee Relations, Management
Education
University of California, Santa Barbara
Bachelor of Arts, Communications
Finxera October 2014 - May 2015
Academy of Art University July 2012 - September 2014
Citi 2010 - 2012
Skills
Salesforce.com, PeopleSoft, Student Recruiting, Academic Advising, Portfolio Management, Sales, Customer Service, Student Affairs, Admissions, Higher Education, Organizational..., Team Leadership, Business Strategy, Student Financial Aid, Sales Operations, Project Portfolio..., Employee Training
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Business Management Economics
Upstart Network January 2015 - Present
Citi September 2013 - January 2015
GO-2 Products June 2013 - September 2013
University of California Santa Barbara Dining Services April 2013 - June 2013
Skills
Customer Service, Customer Satisfaction, Organizational..., Flexible to Change, Highly detail oriented, Operational Efficiency, Event Planning, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Time Management
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Global Studies and Sociology
Citi 2015 - 2015
UCLA October 2011 - August 2014
UCLA August 2009 - September 2011
UCLA Extension February 2009 - July 2009
Park CPA March 2008 - December 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, GIS, Project Coordination, Data Analysis, Financial Analysis, Marketing, Public Speaking, Social Media, Project Management, Research, Leadership, Management
Education
University of Notre Dame - Mendoza College of Business 2014 — 2016
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Geographic Information Science
Technicolor May 2015 - Present
University of California, Riverside August 2014 - June 2015
Squar Milner January 2015 - February 2015
MGM Resorts International June 2014 - August 2014
Disneyland Resort June 2013 - April 2014
Citi September 2012 - June 2013
Black Voice News November 2009 - August 2011
Lollicup July 2008 - December 2008
Schurr High School December 2006 - May 2007
Skills
Microsoft Office, Accounts Receivable, Microsoft Excel, SAS, QuickBooks, Accounting, Minitab, Chinese, PowerPoint, Microsoft Word, 77 wpm, Tax Preparation, Customer Service, Sales, Teamwork, Data Entry, TeamMate, C++, Financial Accounting, Taxations, Cost Accounting, Internal Audit, Statistical Data..., Statistical Computing, Cantonese, Mandarin, Windows, Mac OS, Public Speaking, Financial Analysis, Budgeting, Microsoft Project, Visio, ProSystem fx Tax, GoSystems
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.73
UC Riverside 2007 — 2011
B.S., Statistics with an emphasis on Accounting, Major GPA: 3.868/4.0; Overall GPA: 3.496/4.0
Schurr High School 2003 — 2007
High School, 3.8
City National Bank November 2013 - Present
Citi February 2013 - November 2013
Citi April 2011 - February 2013
Citi June 2008 - April 2011
Citi July 2006 - June 2008
Citi August 2001 - July 2006
Citi Smith Barney September 1998 - August 2001
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Series 7, Lines Of Credit, Credit Risk, Sales Management, Series 63, Series 24, Series 65, Financial Advisory, Retail Banking, Relationship Management, Mortgage Lending, Cross Selling, Consumer Lending, Portfolio Management, Loan Origination, Financial Services, Treasury Management, Wealth Management, Cash Management, Branch Management, Commercial Mortgages, Credit Cards, Mutual Funds, Investments, Securities, Small Business, Branch Banking, Deposits, Investment Advisory, Sales, Internet Banking, Merchant Services, Treasury Services, Loan Servicing, Mortgage Banking, Retirement Planning, Fixed Income, Risk Management, Letters of Credit, Retirement, Operational Risk, Business Relationship..., Underwriting
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General
Vandenberghe Properties Inc December 2014 - Present
Creekside Apartments California May 2013 - Present
Zumba Fitness LLC August 2009 - Present
Citi December 2012 - April 2013
Wellspring Academy of California September 2009 - April 2012
Skills
Public Speaking, Fitness, Wellness, Teaching, Spanish, Community Outreach, Leadership, Youth Mentoring, Translation, Property Management, Soccer, Wellness Coaching, Event Planning, Program Development, Microsoft Office, Customer Service, Data Analysis, Microsoft Word, Nonprofits, PowerPoint, Social Media, Fundraising, Research
Education
University of California, Merced 2005 — 2009
Bachelor's degree, Spanish Language and Literature
Dinuba High School 2001 — 2005
High School Diploma
Infosys February 2015 - Present
Warner Music Group April 2009 - May 2013
Fox Broadcasting Company April 2008 - April 2009
Citi August 2006 - September 2007
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
University of Cambridge
Postgraduate Certificate in International Business Practice
University of California, Santa Barbara
Bachelor's degree, Law & Society, Leadership, Black Studies
Comerica Bank August 2013 - Present
Citi July 2012 - August 2013
WELLS FARGO & COMPANY January 2005 - July 2012
Wells Fargo July 2004 - February 2005
Wells Fargo January 2002 - July 2004
Well Fargo Funds Management January 2000 - January 2002
ATEL Secutities Corporation August 1998 - October 2000
Skills
Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1994 — 1998
BA, Political Science
Monte Vista High School
Multi-functional Global Team Leadership Object-Oriented Design Web Services Platform Development 2013 - Present
Thales March 2014 - Present
Citi 1996 - 2013
Skills
Software Development, Web Services, XML, JavaScript, Visual Studio, Visual Basic, Software Project..., Quality Center, SDLC, Java, ClearCase, Vendor Management, CSS, HTML 5, Configuration Management, HTML, Solaris, AJAX, Agile Methodologies, Scrum, jQuery, jQuery Mobile, Global Team Leadership, Object Oriented..., Integrated Hardware /..., Analytics, Resource Management, Technical Mentorship, Apple XCode, Planview, Microsoft Visual Studio, Visual C++, Visual C#, Deposit Automation, Image Analysis, Android Development, Objective-C, C++
Education
University of California, Los Angeles 1994 — 1999
Bachelor of Science (BS), Computer Science
Palomar Technologies April 2014 - Present
Delta Design July 2012 - February 2014
UC San Diego July 2012 - March 2013
Citi June 2008 - August 2008
Skills
Mechanical Engineering, Labview, Solidworks, Matlab, JMP, AutoCAD, Instron, Microsoft Office, Microsoft Excel, Microsoft Word, OneNote, Outlook, Product Engineering, ANSYS, FEMAP, Statistics, PowerPoint, Visual Basic, Pneumatics, Machine Vision, Finite Element Analysis, LabVIEW, Manufacturing, Autodesk Inventor, Heat Transfer, Automation, Machining, Design for Manufacturing, SolidWorks
Education
University of California, San Diego - Extension 2014 — 2014
Lean Enterprise
University of California, San Diego 2009 — 2013
Bachelor's degree, Mechanical Engineering
Oaktree Capital Management July 2014 - Present
KPMG US June 2010 - July 2014
KPMG Thailand November 2008 - May 2010
Citi September 2007 - June 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Financial Reporting, IT Audit, Financial Analysis, US GAAP, Assurance, Accounting, External Audit, Big 4, Corporate Finance, Finance
Education
UCSD 2004 — 2008
Bachelor of Arts (B.A.), Economics
PennyMac Loan Services, LLC July 2014 - Present
Citi November 2012 - July 2014
Bank of America May 2012 - November 2012
ING Direct August 2007 - June 2012
American Capital Broker Network 2007 - 2007
Countrywide Home Loans (now Bank of America) 2003 - 2006
Education
UCLA 1997 — 2001
Empyrean Capital Partners August 2015 - Present
Interactive Data October 2014 - August 2015
Interactive Data October 2013 - October 2014
ALPHA TITANS, LLC July 2013 - September 2013
Citi June 2012 - July 2012
California Economic Forecast December 2011 - March 2012
Skills
BondEdge, Equity Research, Data Analysis, Financial Analysis, Research, R, Statistics, Microsoft Office, Company Profiling, Market Analysis, Financial Modeling, SAS, Social Networking, DCF Valuation, Business Strategy, Competitive Analysis, Python, Strategy, Econometrics, Oracle SQL Developer, Fixed Income Analysis, Accounting, SQL, SAS programming, Statistical Programming, Database Design, Database Systems, Regression Testing, Black-Scholes, Markov Chain Monte Carlo, Stochastic Processes, Applied Probability, Cross-border M&A, ANOVA, Customer Service, Microsoft Excel
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Financial Mathematics & Statistics
International Council of Malaysian Scholars and Associates November 2014 - Present
TED Conferences June 2014 - Present
Citi July 2014 - September 2014
TED Conferences May 2013 - September 2014
Hwang Investment Management Berhad June 2013 - September 2013
Skills
Investment Banking, Strategic Consulting, Financial Modeling, Venture Capital, Project Management, Talent Management, Product Marketing, Social Media Marketing
Education
University of California, San Diego 2013 — 2017
Bachelor of Science (B.S.), Joint Major Mathematics and Economics
Taylor's College Subang Jaya 2012 — 2013
High School, Cambridge A-Level, Straight A's
SMK Subang Utama 2007 — 2011
Malaysian Certificate of Education
Berkshire Hathaway Homestate Companies September 2014 - Present
Berkshire Hathaway Homestate Companies November 2013 - Present
JP Morgan Chase April 2012 - November 2013
Citi August 2010 - April 2012
UC Santa Barbara September 2006 - June 2010
Skills
Financial Modeling, Analysis, Management, Microsoft Excel, Loans, Microsoft Office, Project Management, Customer Service, Process Improvement, Financial Analysis, Access, Banking, Outlook, Leadership, Research
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's degree, Biopsychology
Citi April 2015 - Present
Bank of the West September 2008 - March 2015
GT Financial 2004 - 2008
Education
University of California, Santa Barbara 1990 — 1995
Citi September 2014 - Present
Southport Services Group September 2012 - April 2014
Southport Services Group January 2007 - September 2012
Citigroup September 2003 - December 2006
Freddie Mac 2001 - 2003
Citi 1999 - 2001
Visa 1996 - 1999
Skills
Cards, Business Intelligence, Data Warehousing, Requirements Analysis, Business Analysis, Requirements Gathering, Data Modeling, Program Management, ETL, Project Management, Analytics, Business Analytics, Product Development, SQL, SharePoint, Microstrategy, SDLC, Visio, Databases, Business Objects
Education
University of California, Santa Barbara 1973 — 1979
BA, Business Economics
Citi November 2013 - February 2014
Guang Hua Shang Zhi Asset Mgmt July 2012 - September 2012
Chengdu Zero Advertising January 2012 - February 2012
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Leadership, Microsoft Word, PowerPoint, Research, Analysis, Financial Analysis, Public Speaking, Customer Service
Education
University of California, San Diego 2014 — 2015
Master's degree, Finance, General, Master
Southwestern University of Finance & Economics 2010 — 2014
Bachelor's degree, Finance, General, 3.6
Mercer Advisors July 2015 - Present
Citi March 2013 - June 2015
Starbucks November 2010 - March 2013
Cliff Drive Care Center November 2010 - March 2013
The Ballard Inn December 2009 - November 2010
Skills
Retail Banking, Banking, Customer Service, Microsoft Office, Credit, Loans, Financial Analysis, Finance, Financial Services, Commercial Banking, Mortgage Lending
Education
University of California, Santa Barbara 2015 — 2017
Financial Planning and Services
Westmont College 2004 — 2008
Bachelor's Degree, Psychology, French
GHK Technologies, Inc. November 2014 - Present
BioEnergie Technologies August 2005 - June 2013
Citi April 1995 - June 1997
World Savings and Loans February 1994 - March 1995
Grant Thornton LLP February 1992 - March 1994
Skills
Financial Reporting, Corporate Finance, Performance Management, Financial Analysis, Accounting, ADP Payroll, Microsoft Excel, Employee Benefits, QuickBooks, Payroll, PeopleSoft, Accounts Payable, Payroll Taxes, General Ledger, Accounts Receivable, Management, Human Resources, Microsoft Office, Organizational..., Leadership, Recruiting, Employee Relations, Onboarding, Strategy, Temporary Placement, Talent Acquisition, Time Management, Training, Hiring, Finance, Strategic Planning, Project Management, Sales, Microsoft Word, Customer Service, Sourcing, Talent Management, Interviews, Process Improvement, PowerPoint, Employee Engagement, Vendor Management, Technical Recruiting, Personnel Management, Team Building
Education
University of California, Santa Cruz 2014 — 2015
Certification, Human Resources Development
University of Mumbai
Bachelor's degree, Accounting
Webster University
Master's degree, Human Resources Management and Services
Mitchell International 2001 - Present
Networld Exchange 2000 - 2001
Citi 1995 - 2000
Skills
Software Design, Software Development, OOP, C#, Scrum, Agile Methodolgy, Agile Project Management, Team Lead, Professional Scrum..., Coded UI, SQL, TFS, Automation, vb6, vb.net, Code Metrics, .NET Conversion, MCP, Mentoring, SDLC, JustMock, MTM, ReSharper, Agile Methodologies
Education
University of California, Los Angeles 1995 — 2000
B.A, Applied Mathematics
University of California, Los Angeles 1990 — 1995
B.S, Computer Science
Wells Fargo December 2014 - Present
Wells Fargo October 2013 - December 2014
Citi June 2012 - March 2013
JPMorgan Chase & Co. May 2011 - January 2012
Caliber Home Loans January 2010 - March 2011
Ashford University January 2009 - January 2010
First Financial and Real Estate Services April 2007 - January 2009
Midway financial January 2005 - January 2007
Skills
Commercial Lending, Credit Risk, Strategic Financial..., Underwriting, Relationship Management, Treasury Management, Wealth Management, Portfolio Management, Mutual Funds, SBA, Asset Based Lending, Mortgage Underwriting, Loan Servicing, FHA, Mortgage Servicing, Investments, Internet Banking, Construction Loans, Bonds, Securities, Finance, Financial Advisory, Retirement Planning, Financial Structuring, Merchant Services, Banking Relationships, FHA financing, Lines Of Credit, Customer Service, Mortgage Lending, Credit, Banking, Loan Origination, Sales, Mortgage Banking, Credit Analysis, Management, Leadership, Loans, Microsoft Office, Refinance, Retail Banking, Financial Services, Consumer Lending, Small Business Lending, Residential Mortgages
Education
University of California, San Diego
Na, Finance, General
Scopely June 2014 - Present
Moelis & Company July 2013 - June 2014
Undergraduate Business Society (UBS) May 2012 - June 2013
Citi June 2012 - August 2012
The Walt Disney Company May 2011 - April 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Product Management, Business Strategy, Project Management, User Experience, Data Analysis, Game Development, Mobile Games, Monetization, Valuation, Product Design, Financial Analysis, Venture Capital, Business Analysis
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Peninsula High School 2005 — 2009
High School Diploma
University of California, San Diego September 2014 - Present
University of California, San Diego August 2014 - Present
Citi December 2012 - December 2013
Pump It Up August 2007 - December 2012
AmeriCorps June 2010 - May 2012
Skills
Teaching, Cell Culture, DNA Extraction, qPCR, Project Management, Protein Purification, Western Blotting, Team Leadership, Public Speaking, Critical Thinking, Biochemistry, Molecular Biology, RNA Isolation, Data Analysis, Laboratory, Customer Service, Social Media, Sales, Teamwork, Time Management, Event Planning, Data Entry, Research, Statistics, Microsoft Office, PCR
Education
University of California, San Diego 2013 — 2016
Bachelor of Science (BS), Biochemistry and Cellular Biology
Golden West College 2010 — 2013
Associate of Arts (A.A.), Liberal Arts: Emphasis in Science
Citi September 2014 - Present
Piper Jaffray October 2013 - September 2014
Skills
Photoshop, Final Cut Pro, Data Analysis, Financial Modeling, Data Visualization, Data Mining, R
Education
University of California, San Diego 2010 — 2013
Bachelor of Arts (B.A.), Political Science/International Relations, 3.78
Chino Hills High School 2006 — 2010
Julius Baer December 2012 - June 2015
Julius Baer August 2012 - December 2012
Citi July 2011 - September 2011
Skills
Foreign Exchange, Derivatives, Fixed Income, Teaching Assistant,..., Bonds, Structured Products, Risk Management, FX trading, Options, FX Options
Education
Cornell University 2015 — 2017
Master of Business Administration (MBA)
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
Raffles Junior College 2004 — 2005
GCE 'A' Levels
ACS 2000 — 2003
GCE 'O' Levels
Bay City Capital August 2013 - Present
Wells Fargo Securities January 2010 - June 2013
Merrill Lynch February 2009 - August 2009
Citi October 2007 - December 2007
Skills
LBO, Investment Banking, Capital IQ, Alternative Investments, Investments, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Bloomberg, Private Equity, Due Diligence
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Arts (B.A.) and Barchlor of Science (B.S.), Finance and Political Science
University of Cambridge 2008 — 2008
(Study Abroad), Political Science
Citi December 2013 - Present
Comerica Bank April 2012 - December 2013
US Bank June 2005 - April 2012
Trust Company of the West "TCW" 2001 - 2003
PIMCO 1999 - 2001
Skills
Private Equity, Venture Capital, Investments, Fixed Income, Commercial Banking, Middle Market, Portfolio Management, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Banking, Due Diligence, Capital Markets
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance and Entrepreneurship
University of California, San Diego 1995 — 1999
BS, Management Science
Citi November 2012 - Present
Chase Private Client October 2010 - November 2012
Skills
Investments, Equities, Credit, Banking
Education
University of California, Riverside
Hardcastle Trading May 2015 - Present
Citi September 2013 - May 2015
University of Cambridge November 2012 - November 2012
NASDAQ OMX January 2012 - January 2012
Budapest Titans American Football Club June 2011 - October 2011
Budapest University of Technology and Economics March 2009 - November 2009
BEKAS Kft. June 2009 - July 2009
Skills
Analysis, Economics, Teamwork, Microsoft Office, Team Leadership, Data Analysis, Econometrics, Game Theory, Management, Investment Strategies, Research, Statistics, Valuation, English, Hungarian, ECDL Certification, Analitical, Presentations, Risk Management, Fantasy Football, Teaching, Microsoft Excel, Financial Accounting, Leadership, Financial Modeling, FX Derivatives, Daily Reports, Access, Financial Analysis, Corporate Finance, Financial Risk, Finance, Banking, Derivatives
Education
University of Cambridge 2010 — 2013
Bachelor of Arts (BA), Land Economy, 2.i
Fazekas Mihaly Secondary School 2004 — 2010
Hungarian Baccalaureate, Specialized in Mathematics, Straight As
ELTE TOFK 1998 — 2004
Citi October 2014 - Present
Southern Technical College June 2014 - 2015
PwC November 2013 - May 2014
Corporate Contractor August 2012 - December 2013
Nielsen July 2011 - August 2012
Corinthian Colleges, Inc. April 2010 - July 2011
Skills
Business Analysis, Project Management, ITIL, Process Improvement, SQL, Microsoft Office, Analysis, Vendor Management, Requirements Analysis, SharePoint, Microsoft Excel, Data Analysis, Business Intelligence, SDLC, Access, Customer Service, Business Process..., Team Leadership, Databases, Strategic Planning, Operations Management, Business Process, PowerPoint, Public Speaking, Research
Education
Walden University 2009 — 2011
Master of Public Administration (MPA), Public Administration
University of South Florida 2002 — 2006
Bachelor of Arts (BA), Interdisciplinary Social Sciences
University of Cambridge 2004 — 2004
Study Abroad, International Law and Legal Studies
WhiteHat Security July 2014 - Present
ZeroChaos July 2013 - July 2014
Citi July 2012 - July 2013
Neiman Marcus 2012 - July 2012
Talbots June 2010 - February 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Onboarding, Data Entry, Social Media, Customer Satisfaction, Sales, Master Scheduling, Psychology, New Hire Orientations
Education
John Swett High School
UCSD
Bachelor's Degree, Psychology
Comerica Bank May 2014 - Present
YC Cable USA August 2013 - May 2014
Citi August 2012 - August 2013
UC Santa Cruz Economics Department April 2012 - June 2012
UC Santa Cruz Transportation and Parking Sales October 2011 - June 2012
Sheldon Wiseman Commercial March 2011 - June 2011
Banana Republic Factory Outlet July 2009 - September 2009
Steve and Barry's June 2008 - September 2008
Foothill Produce January 2004 - August 2008
Babcock RW Insurance Brokerage June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Time Management, Team Leadership, Microsoft Word, Event Planning, Advertising, Public Speaking, Mac OS, Data Entry, Finance, Sales, Data Analysis
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics
Milpitas High School 2004 — 2008
Citi November 2014 - Present
Treesdale Partners July 2011 - November 2014
Barclays Capital January 2010 - January 2011
Barclays Capital 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
JP Morgan Chase 1997 - 2000
Royal Bank of Canada 1993 - 1997
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, FX Options, Options, Financial Structuring, Structured Finance, Investments, Commodity, Asset Management, ETFs, Mutual Funds, Currency, Portfolio Management
Education
University of Cambridge 1988 — 1991
MA, Economics
Citi September 2014 - Present
Wells Fargo Bank August 2010 - September 2014
Wells Fargo Financial June 2009 - July 2010
College Works Painting January 2008 - July 2008
Skills
Leadership, Finance, Risk Management, Sales, Management, Financial Services, Credit
Education
University of Southern California - Marshall School of Business 2015 — 2017
Masters of Science, Social Entrepreneurs
University of California, Riverside 2007 — 2009
B.A., Business Administration and Economics
Citigroup November 2010 - Present
Citi August 2013 - March 2015
Credit Suisse August 2009 - November 2010
Barclays Capital November 2008 - August 2009
Lehman Brothers September 2007 - October 2008
Lehman Brothers April 2007 - September 2007
Lehman Brothers May 2005 - May 2007
Lehman Brothers 2004 - 2006
Lehman Brothers (Europe) 2002 - 2004
Lehman Brothers (Europe) 1997 - 2002
Skills
Financial Products, Financial Markets, Quantitative Analysis, Equities, ITIL, Reference Data, Fixed Income Products, Derivatives, Change Management, Organizational Change, Finance Operations, Client Onboarding, Program Management, KYC, Fixed Income, Market Data, Financial Services, Finance, PMO, SDLC, Onboarding, Capital Markets, Project Management, Sybase, Disaster Recovery, Business Analysis, Management, Quantitative Analytics, Trading Systems, Risk Management, Investment Banking, IT Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Quantitative Finance & Financial Products, 3.7 Distinction
University of Cambridge 1993 — 1997
Master of Arts / Master of Engineering, Electrical and Information Engineering
Zurich Insurance Company Ltd. July 2013 - Present
Zurich Insurance Company March 2003 - June 2013
Merrill Lynch May 2001 - February 2003
Merrill Lynch Derivative Products 1998 - 2001
Citi 1996 - 1998
KPMG Switzerland 1994 - 1996
KPMG UK 1991 - 1994
Skills
Financial Reporting, Insurance, Auditing, Investments, Risk Management, Finance, Financial Risk, Financial Modeling, Change Management, Portfolio Management, Valuation, Strategy, Business Strategy, Corporate Finance
Education
University of Cambridge 1987 — 1991
Doctor of Philosophy (PhD), Neurobiology and Neurosciences
University of St. Andrews 1983 — 1987
Master's degree, Psychology
Citi March 2015 - Present
Bank of America June 2014 - March 2015
Citi April 2012 - May 2014
CS Financial September 2010 - September 2011
Education
UCSB 1995 — 2000
Bachelor, Sociology
Pearson plc January 2014 - Present
Vital Voices Global Partnership 2006 - Present
Bill & Melinda Gates Foundation January 2010 - December 2013
Citi September 2008 - January 2010
Standard Chartered Bank February 2004 - August 2008
GlaxoSmithKline December 1995 - January 2004
Skills
Strategic Communications, Public Affairs, Strategy, Social Media, Media Relations
Education
Cambridge University 1988 — 1991
IDG Asset Group LLC May 2004 - Present
IDG Asset Group LLC May 2004 - Present
RNN Group LLC May 2012 - December 2013
Citi January 2001 - April 2004
Skills
Credit, Strategic Planning, Consulting, Marketing, New Business Development, Call Center, Business Intelligence, CRM, Project Management, Lead Generation, Social Networking, Advertising, SEO, Google Analytics, Web Design, Call Centers, Finance, Financial Analysis, Management, Loans, Relationship Management, Credit Cards, Risk Management, Banking, Executive Management, Financial Services
Education
UCSB 1993 — 1997
Maven Group LLC September 2007 - Present
Citi November 2003 - April 2007
Research Capital May 2001 - October 2003
Silicon Valley Bank May 2000 - April 2001
TD Securities January 1998 - April 2000
Skills
Hedge Funds, Equities, Alternative Investments, Investment Banking, Bloomberg, Securities, Mutual Funds, Banking, Private Equity, Fixed Income, Wealth Management, Equity Research, Trading, Investments, Capital Markets, Asset Management, Portfolio Management, Equity Trading, Valuation, Bonds, Investment Management, Series 7, Derivatives, Financial Modeling, Fund Of Funds, Investor Relations, Options, Equity Derivatives, Investment Strategies, Financial Markets, Emerging Markets, Series 63, Venture Capital
Education
University of California, Santa Barbara 1994 — 1997
BA, Geography
Citi 2013 - Present
UC Santa Barbara 2007 - 2012
International Monetary Fund (IMF) 2010 - 2010
UC Santa Barbara 2005 - 2007
Skills
Matlab, Mathematica, C++, Stochastic Calculus, Quantitative Finance, Risk Management, Credit Risk, Portfolio Management, Financial Modeling, Control Theory, Dynamical Systems, Control Systems Design, Real Analysis, Numerical Analysis, Monte Carlo Simulation, stochastic volatility..., SQL, Machine Learning, Risk Assessment, R, Stochastic Methods, Market Analysis, Financial Analysis, Cash Flow Forecasting, Event Planning, Statistics, Python, Predictive Modeling, LaTeX, Statistical Modeling, Time Series Analysis, Economics, Quantitative Analytics, Probability, Programming, Data Mining, MATLAB
Education
University of California, Santa Barbara
Ph.D., Financial Mathematics and Statistics
University of California, Santa Barbara
M.A., Economics
University of California, Santa Barbara
M.S., Mechanical Engineering
University of California, Santa Barbara
M.A., Statistics
University of Science and Technology of China
BS, Automatic control
Tennessee National Guard and Citigroup February 2013 - Present
Citi October 2011 - Present
Army National Guard September 2010 - August 2012
Advanced Call Center Technologies May 2009 - April 2010
Mimeo.com March 2008 - February 2009
Mimeo.com February 2006 - March 2008
First Tennessee Bank March 2004 - October 2005
RHM Teleservices 2000 - 2004
US Army June 1991 - July 2000
Skills
Account Management, Sales Management, Salesforce.com, New Business Development, B2B, Sales, Customer Retention, Sales Process, Team Building, Cold Calling, Customer Service, CRM, Business Development, Solution Selling, Operations Management, Direct Sales, Lead Generation, Strategic Planning, Customer Satisfaction, Vendor Management, Training, Coaching, Call Centers, Management, Leadership, Outsourcing, Program Management, Selling, Sales Operations, Analysis, Process Improvement, Strategy, Marketing, Marketing Strategy, Recruiting, Cross-functional Team...
Education
University of Phoenix 2002 — 2005
MBA, Business
University of California, Santa Barbara 1987 — 1991
BA, History
Los Alamos High School 1984 — 1987
McKinsey & Company November 2014 - Present
Cambridge Development Initiative July 2014 - September 2014
McKinsey & Company July 2013 - September 2013
Rübig GesmbH & Co KG September 2012 - September 2012
Citi June 2012 - August 2012
SPAR Austria AG July 2011 - August 2011
Bundespolizeidirektion Wels September 2009 - May 2010
South Bay Events, Inc. September 2009 - September 2009
Nora Systems, Inc. August 2008 - September 2008
Freudenberg July 2007 - August 2007
Skills
Teamwork, PowerPoint, Analysis, Microsoft Excel, Microsoft Office, Accounting, Public Speaking, Microsoft Word, Financial Analysis, Research, Photoshop, Windows, Social Media, Outlook, Strategic Consulting, Financial Modeling, Entrepreneurship, Social Entrepreneurship, Management Consulting, Financial, Finance
Education
University of Cambridge 2013 — 2014
Master of Philosophy (MPhil), Real Estate Finance, Distinction (Best Performance of the Year)
University of Cambridge 2010 — 2013
BA (Hons.), Land Economy
BRG Wels Wallererstraße 2001 — 2009
Reifeprüfung (Final Exams), Mathematics, German, Geography & Economic, Sport Science, 1.2 (Pass with distinction)
Citi June 2014 - Present
JMI Equity September 2012 - June 2014
Citi June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
Skills
Entrepreneurship, Leadership, Mergers & Acquisitions, Public Speaking, Research, Investments, Stata, Economics, Financial Modeling, Data Analysis, Equities, Microsoft Excel
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Joint Mathematics/Economics
JP Morgan Chase Bank, N.A. October 2010 - Present
Citi December 2009 - October 2010
The Pollakov Financial Group/Mass Mutual January 2008 - December 2008
Education
University of California, San Diego 2005 — 2010
Bachelor of Science (B.S.), Management Science
Citi July 2015 - Present
AIA China August 2014 - September 2014
UCSB Disabled Students Program September 2012 - June 2014
Shenzhen Qilida Precise Metal Products Co, Ltd June 2010 - August 2011
Skills
Analytical Skills, Microsoft Office, SAS Programming, R language, C language, Data Analysis, Microsoft Access, PowerPoint, Economics, Microsoft Word, Research, Statistics, Multi-language, Photoshop, Microsoft Excel, Public Speaking, Teamwork, Social Media, Team building, group cooperation, verbal and written..., Problem Solving, Microsoft PowerPoint
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's Degree, Actuarial Science
Bare Escentuals November 2014 - January 2015
Asia Alternatives Management LLC November 2014 - November 2014
Hall Capital Partners LLC June 2014 - August 2014
Citi June 2013 - August 2013
Haight, Brown, & Bonesteel LLP June 2009 - August 2009
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Research, PowerPoint, Marketing, Banking, Social Media, Event Planning, Accounting, Data Entry, English, Software Documentation, Communication, Fundraising, Management, Pivot Tables, Prezi, V Lookups
Education
University of California, Santa Cruz 2010 — 2014
Bachelors of Arts, Business; Management Economics (Accounting Emphasis)
Citi March 2012 - May 2014
Comerica February 2000 - December 2009
Detroit Bank and Trust 1976 - 1984
Skills
Banking, Mortgage Lending, Financial Services, Relationship Management, Cross Selling, Deposits, Credit Cards, Refinance, Asset Management, Lines Of Credit
Education
West Valley College 2010 — 2012
Paralegal Certificate
University of California, Santa Cruz 1984 — 1986
BA
Wayne State University 1973 — 1976
Citi September 2011 - Present
Education
UC Riverside 2003 — 2008
Business Economics, Economics
Citi June 1991 - Present
Skills
Leadership, Databases, Analytics, Software Development, Management, Program Management, Business Analysis, Vendor Management, Risk Management, Business Intelligence, Cross-functional Team..., IT Strategy, Outsourcing, Process Improvement, SDLC, Strategy, CRM
Education
University of California, Santa Cruz 1988 — 1991
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
Citi October 2012 - Present
Skills
Customer Service, Referrals, Multi Tasking, Bilingual, Time Management, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Efficiency
Education
University of California, Riverside 2010 — 2014
Bachelor's degree, Business Economics
Citi May 2013 - May 2015
Citi August 2010 - May 2013
SB Collegebound 2009 - June 2010
BOKU, Inc. 2009 - May 2010
Kidz Love Soccer June 2005 - August 2008
Skills
Mathematics, Financial Analysis, Financial Modeling, Microsoft Excel, Reliability, Superior Work Ethic, Data Analysis, Organization, Operational Efficiency, PowerPoint, Microsoft Office, Microsoft Word, Economics, Statistics, Public Speaking, Valuation, Analysis, Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 2006 — 2010
B.S, Financial Mathematics and Statistics
OUM & Co. LLP August 2014 - Present
TGG Accounting January 2014 - April 2014
Citi July 2011 - April 2013
Muir College Center July 2010 - January 2011
Skills
Accounting, Stata, Derivatives, Economics, Capital Budgeting, Investments, Corporate Tax, Income Tax, Foreign Tax Credit, Tax Returns, Tax Advisory, Tax Accounting
Education
University of California, San Diego 2009 — 2013
B.S. Management Science
University of California, San Diego 2009 — 2014
Accounting Minor, Accounting
University of California, San Diego - The Rady School of Management 2009 — 2014
Business Minor, Finance Specialization
Temple City High School 2005 — 2009
Macy's Merchandising Group September 2014 - Present
Macy's Merchandising Group October 2012 - August 2014
Macy's June 2011 - August 2011
Citi June 2010 - August 2010
Shangri-La Hotels and Resorts June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Customer Service, Event Planning, Research, Management, Marketing, Market Research, Outlook
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Major: Economics, Minor: Psychology
Chinese International School, Hong Kong 1994 — 2008
University of California, San Diego September 2012 - Present
HSBC July 2015 - August 2015
Citi June 2012 - July 2012
Education
University of California, San Diego 2012 — 2016
Bachelor’s Degree, Physics
Chase April 2015 - Present
Citi October 2011 - April 2015
Enterprise Rent-A-Car January 2008 - October 2010
GameStop March 2003 - September 2003
Skills
Credit, Banking, Sales, Marketing, Microsoft Office, Management, Leadership, Customer Service, Microsoft Excel, Social Media, Strategic Planning, Research, Strategy
Education
University of California, Santa Barbara 2003 — 2007
Bachelor, Global Studies, Chinese
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
Activehours July 2015 - Present
QuinStreet June 2014 - July 2015
Jack in the Box Corporate January 2014 - June 2014
DriveCam powered by Lytx September 2013 - December 2013
Vendavo May 2013 - September 2013
JLab Audio September 2012 - May 2013
Citi September 2011 - September 2012
Hello Desserts March 2010 - September 2011
Hollister Co. September 2009 - March 2010
Skills
Market Research, Public Relations, Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Salesforce.com, Time Management, Advertising, Google Analytics, Account Management, Data Analysis, MS Excel Pivot Tables, Online Marketing, SQL
Education
University of California, San Diego
Communication, Business
Notre Dame High School
Citi 2013 - Present
Council on Foreign Relations 2013 - Present
Council on Foreign Relations 2011 - 2013
Oxford Programme for Undergraduate Studies 2010 - 2010
Education
University of Oxford 2008 — 2012
Doctor of Philosophy (Ph.D.)
The University of Chicago 2007 — 2008
Master of Arts (M.A.)
University of Cambridge 2006 — 2007
Master of Philosophy (M.Phil.)
CommunityBank of Texas N.A. June 2014 - Present
Citi November 2013 - June 2014
Rice University July 2013 - November 2013
University of Houston June 2012 - June 2013
Giorgio Baldi August 2007 - December 2011
Skills
Marketing, Event Planning, Sports Marketing, Sports Management, Sales, Treasury Management, Public Relations, Event Management, Sports, Commercial Banking, Legal Compliance, Due Diligence, Relationship Management, Anti Money Laundering, Sponsorship Sales, Sponsorship, Program Development, Program Management, Social Media Marketing, Marketing Strategy, Social Media, Advertising, Project Management, Integrated Marketing, Digital Marketing, Marketing Communications, Brand Development, Creative Direction, Copywriting, Press Release..., Composing Press Releases, Press Release Submission
Education
University of Houston
Master's Degree, Sport and Fitness Administration/Management
University of California, Los Angeles
Bachelor's Degree, Film/Cinema/Video Studies
Citi September 2011 - May 2014
Citi August 2009 - September 2011
Education
University of California, Riverside 1988 — 1991
Bachelor's degree, American History (United States)
PwC June 2015 - August 2015
Sony Pictures Entertainment October 2014 - June 2015
CBA Property Management March 2014 - October 2014
Wowfand Inc. December 2013 - May 2014
Citi August 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, English, Access, Accounting, Financial Analysis, Public Speaking, Research
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics, Minor in Accounting
Graduate Student Commons September 2015 - Present
SillyFish Interactive Limited July 2015 - September 2015
Asian American/Pacific Islander Resource Center (AA/PIRC) October 2014 - June 2015
Square July 2014 - August 2014
UCSC College 8 garden January 2014 - March 2014
Citi June 2013 - August 2013
Prologis June 2012 - August 2012
Spruce Restaurant March 2012 - April 2012
American Field Service (AFS) June 2011 - July 2011
Skills
Data Entry, Time Management, Microsoft Office, Microsoft Excel, Photoshop, Persuasiveness, Organization, Facilities Operations, HTML, Project Management, Sales
Education
UC Santa Cruz 2012 — 2016
Bachelor of Arts (B.A.), Environmental/Economics
Galileo Academy of Science and Technology 2009 — 2012
AoHT (Hospitality and Tourism)
China Merchants Bank January 2014 - January 2014
Citi July 2012 - July 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Teamwork
Education
University of California, San Diego 2014 — 2018
Management Science; Business; Psychology, Bachelor's Degree
Shenzhen Middle School 2011 — 2014
High School
Citi February 2014 - Present
Skills
Portfolio Management, Mortgage Lending, Investment Properties, Loss Mitigation, Credit, Loans, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting, Residential Mortgages, Risk Management, Residential Homes, Financial Analysis, Credit Risk, Management, Mortgage Servicing, Asset Managment, Commercial Lending, Construction Loans, Relationship Management, Commercial Banking
Education
University of California, Riverside 2000 — 2002
KPMG July 2014 - August 2014
Citi August 2013 - August 2013
Bank of China International August 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Market Analysis, Management Consulting
Education
University of California, Los Angeles 2013 — 2017
St.croix Lutheran High School 2010 — 2013
High School
Citi January 2014 - Present
UCLA December 2009 - December 2013
UCLA September 2003 - November 2009
Skills
Matlab, C++, Algorithms, Numerical Analysis, Design of Experiments, Stochastic Calculus, Monte Carlo Simulation, Statistics, Python, VBA, R, Quantitative Finance, Stochastic Optimization, Microfluidics, Protein Chemistry, Surface Chemistry, Soft Lithography, Spectroscopy, Finite Difference Method, LaTeX, Django, Apache, c#, Java Enterprise Edition, Servlets, Geronimo, MySQL, Profit Attribution..., Data Analysis, Research
Education
University of California, Los Angeles 2003 — 2009
PhD, Nanotechnology, MEMS, Microfluidics
University of California, Los Angeles 2001 — 2003
B.S., Aerospace Engineering
AHMC HealthCare June 2014 - Present
Bank of America August 2007 - October 2008
Citi December 2006 - August 2007
Wells Fargo Financial June 2006 - December 2006
Bank of America March 2002 - June 2006
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Keynote, Adobe Acrobat, Adobe Connect, Banking, Nursing, Registered Nurses, New Grad RN, Healthcare, CPR Certified, Sales, Leadership, Training, Management
Education
California State University-Fullerton 2011 — 2015
Masters of Science, Registered Nursing/Registered Nurse
University of California, Riverside 2004 — 2006
Bachelor of Arts (B.A.), Sociology
El Monte High School 1997 — 2001
High School Diploma
Citi August 2014 - Present
Bank of America January 2014 - August 2014
JPMorgan Chase July 2008 - January 2014
Washington Mutual Home Loans January 2003 - May 2008
Skills
Loan Origination, FHA financing, Jumbo Mortgage, Purchase Financing, New Home Purchase, Refinance, Home Equity Loans, Home Equity Lines of..., First Time Home Buyers, Customer Satisfaction, Investment Properties, Multi-unit, Residential Mortgages, VA loans, Mortgage Banking
Education
University of California, Santa Barbara
Engineering
Public Resources Advisory Group July 2013 - Present
Citi June 2011 - June 2013
UC San Diego October 2008 - June 2011
Macy's June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Data Analysis, PowerPoint, Research, Sales, Bonds, Management, Investment Banking, Financial Modeling, Financial Analysis, Series 7
Education
University of California, San Diego 2007 — 2011
BS, Joint Economics and Mathematics
Troy High School 2003 — 2007
FDIC 2011 - Present
Bank of America 2010 - Present
JPMorgan Chase 2009 - Present
Citi 2008 - Present
OneWest Bank 2007 - Present
Los Angeles REO Brokers March 2006 - Present
Wells Fargo 2006 - Present
Countrywide Financial 2000 - 2005
Capita Technologies November 1998 - January 2001
Hitech 1996 - 1997
Skills
Real Estate, REO, Property, Selling, Luxury
Education
University of California, Santa Barbara
The Blackstone Group August 2015 - Present
Jefferies LLC July 2014 - August 2015
Jefferies LLC July 2011 - June 2014
UCSB Finance Connection March 2010 - March 2011
Citi June 2010 - August 2010
UCSB Finance Connection April 2009 - March 2010
Houlihan Lokey Financial Restructuring Group June 2009 - August 2009
Skills
Financial Modeling
Education
University of California, Santa Barbara 2007 — 2011
Economics/Mathematics
Citi November 2010 - Present
Deutsche Bank June 2007 - November 2010
Citigroup 2003 - 2007
Deutsche Bank July 2001 - March 2003
Digitallighthouse 2000 - 2001
Skills
Analysis, Vendor Management, Investments, Investment Banking, SDLC, Credit Risk, Management, Operational Risk..., Market Risk, Financial Risk, Business Analysis, Fixed Income, VAR, Prime Brokerage, Leadership
Education
University of Cambridge
PhD, Mathematical Simulation
Zhejiang University
OneWest Bank November 2012 - Present
Citi March 2012 - November 2012
Community Bank October 2007 - March 2012
Wells Fargo Bank January 1997 - April 2005
City National Bank 2000 - 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Finance, Cash Management, Working Capital..., Middle Market, Credit Analysis, Loans, Credit, Real Estate, Portfolio Management, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Loan Origination, Treasury Management, Underwriting, Commercial Mortgages, Financial Analysis, Lines Of Credit, Retail Banking
Education
University of Southern California 1994 — 1996
MBA, Finance
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Westchester High 1984 — 1986
Diploma, General Studies
After Offers / Offertise October 2012 - Present
Los Angeles Police Department April 1994 - August 2015
Podcast Expo July 2005 - September 2008
Online Trading Expo November 1998 - March 2005
Citi December 1991 - April 1994
Skills
Event Management, Trading, Online Marketing, Investments, Personal Financial..., Online Advertising, Public Speaking, Leadership, Co-registration, Lead Generation, Online Lead Generation, Drawing Ligers, Bo Staff, Nunchaku Skills, Advertising, Entrepreneurship, Strategic Planning, Business Development, Affiliate Marketing, New Media, Facebook, Digital Media, Email Marketing, Start-ups, Interviews, SEO, Web Marketing, Digital Marketing, Strategy, Sales, SEM, Copywriting
Education
University of California, Riverside 1987 — 1991
B.A., Political Science
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase January 2014 - March 2015
JPMorgan Chase November 2008 - December 2013
JPMorgan Chase August 2006 - November 2008
Citi October 2005 - August 2006
MedImpact June 2005 - February 2006
JPMorgan Chase November 2004 - June 2005
JPMorgan Chase September 2003 - October 2004
JPMorgan Chase March 2000 - August 2003
Skills
Loans, Financial Services, Credit Analysis, Sales, Negotiation, Management, Organization, Multi Tasking, Problem Solving, Time Management, Team Building, Leadership, Credit, Microsoft Excel, PowerPoint, Business Development, Customer Satisfaction, Analysis, Finance, Portfolio Management, Risk Management, Credit Risk, Banking
Education
UCSD
Bachelor’s Degree, Art History, Criticism and Conservation
UCSD
Bachelor’s Degree, Strategic Management & Marketing classes
Platte Institute of Graphic Design
Certificate, Graphic Design
Citi June 2012 - Present
Silicon Valley Bank 2011 - 2012
WiGiList 2011 - 2011
Visa 2007 - 2011
Visa 2002 - 2007
Arcot Systems 2000 - 2002
Visa 1996 - 2000
Visa 1993 - 1996
Andersen Consulting 1986 - 1993
Skills
Strategy Development..., Strategic Analytics &..., Business Strategy &..., Financial Planning &..., Budget Management, Resource Strategy &..., Vendor Management, Offshore Outsourcing, Product Strategy and..., Business Development, Alliance Management, Technology Development..., Program & Portfolio..., Risk Analysis &...
Education
University of California, Santa Barbara
BA, Business Economics - Finance and Accounting
Citigroup October 2013 - Present
Citi June 2012 - September 2013
Citi April 1999 - June 2012
Citi July 1997 - March 1999
Commonwealth Secretariat January 1996 - January 1997
Management Solutions International December 1991 - September 1995
Skills
Software Development, Process Automation, Banking, IT Strategy, Financial Services, Portfolio Management, Business Analysis, Offshoring, Program Management, Governance, Outsourcing, ITIL, Relationship Management, Management, Team Leadership, Integration, Information Technology, Strategy, Change Management, SDLC, Leadership
Education
University of Cambridge 1995 — 1997
MBA, IT Strategy
University of Canberra 1988 — 1991
Bachelor of Engineering, Computer Engineering
Waldman Photography January 2009 - Present
Business Juice January 2010 - Present
Citi November 2008 - July 2013
Citibank May 2004 - November 2007
University of California at San Francisco September 2001 - April 2004
Lakers 1999 - 2000
University of California at Santa Barbara 1999 - 2000
Los Angeles Galaxy 1998 - 2000
Skills
Event Management, Photography, Leadership, Blogging, Marketing, Business Planning, Writing, Sponsorship, Non-profits, Project Management, Photoshop, Media Relations, Strategic Planning, Budgets, Coaching, Nonprofits, Training, Graphic Design, Management
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts (B.A.), Business in Economics
University of California, Santa Barbara 1996 — 2000
Bachelor's of Art Business Economics, Business/Managerial Economics
Citi January 2014 - March 2015
Merrill Lynch June 2012 - December 2013
Nelson Brothers Private Equity September 2011 - August 2012
HedgeCo Securities, LLC November 2009 - September 2011
Alternative Asset Partners March 2008 - November 2009
HedgeCo LLC January 2005 - February 2008
Bright Trading/Pair Co LLC June 2003 - November 2005
Skills
Private Equity, Asset Management, Due Diligence, Equities, Prime Brokerage, Hedge Funds, Series 7, Trading, Emerging Markets, Investments, Wealth Management, Investment Strategies, Structured Products, Securities, Options, Fund Of Funds, Asset Managment, Start-ups, Management, Mutual Funds, Risk Management, Financial Markets, Financial Modeling, Venture Capital, Capital Markets, Valuation, Series 63, Investor Relations, Funding, Alternative Investments, Public Speaking, Investment Management, Asset Allocation, Investment Advisory, Portfolio Management, Bloomberg, Finance, Trading Strategies, Marketing, Bonds, Hedging, Financial Services, Capital, Negotiation, Investment Banking, Commodity, Derivatives, Financial Analysis, Equity Research, Fixed Income
Education
University of California, San Diego
BA Economics, Certificate in Business
Apple November 2013 - Present
Apple May 2007 - November 2013
First Tech Federal Credit Union (Formerly Addison Avenue) April 2006 - April 2007
Citi July 2005 - March 2006
Washington Mutual Bank January 2001 - January 2005
Zales September 1997 - January 2003
Skills
Management, Paralegal, Close Attention to..., Microsoft Office, Software Documentation, Training, Administrative..., Data Entry, Finance, Leadership, Account Management, Patents, Patent Prosecution, Microsoft Excel, Time Management, Project Management, Process Improvement, Forecasting, Banking, Outlook, Accounting, Legal Documents, Document Review, WebEx, Accounts Payable, Process Scheduler, Customer Satisfaction, PC and Macintosh, Budget Monitoring, Accounts Payable &...
Education
UC Santa Cruz 2011 — 2012
Paralegal, Legal Assistant/Paralegal Studies
Citi Banker AssociateCitigroup, Inc.2007 - Present
Citi Private Bank 2005 - Present
Education
University of California, Santa Cruz 1986 — 1990
Citibank NA 1964 - 1990
Citi 1964 - 1990
Skills
Strategy, Banking, Investment Banking, Business Planning, Strategic Planning, Derivatives, Financial Services, New Business Development, Trading, Commercial Banking, Financial Analysis, Capital Markets
Education
University of Cambridge 1960 — 1963
Master of Arts (MA), Economics and History
Citi March 2009 - Present
Citi 2009 - 2012
Skills
Banking, Loans, Cross Selling, Credit, Retail Banking, Loan Origination, Mortgage Lending
Education
University of California, Riverside 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Citi October 2003 - Present
PriVest Bank May 2003 - October 2003
White House - Executive Office of Political Affairs December 2002 - May 2003
U.S. Department of Justice January 2002 - May 2002
Platinum Properties January 2000 - January 2002
Skills
Mortgage Lending, Credit, Loans, Sales Management, Mortgage Banking, Banking, Strategic Planning, New Business Development, Risk Management, Capital Markets, Strategy, Business Strategy, Loan Origination, Team Building, Real Estate, Relationship Management, Credit Analysis, Strategic Financial..., Loss Mitigation, First Time Home Buyers, Finance, Financial Analysis, Financial Services, Commercial Lending, Residential Mortgages, Due Diligence, Sales, Refinance, Credit Risk, Business Planning, Mortgage Underwriting, Strategic Partnerships, Salesforce.com, Trading, Negotiation, Business Development, Customer Retention, Executive Management, Investments, Portfolio Management, Problem Solving
Education
University of California, Santa Barbara
Bachelor of Business Administration (BBA), Business Economics
Citi August 2015 - Present
WWE January 2014 - July 2015
American Express October 2011 - January 2014
National Football League July 2008 - September 2011
CBS Interactive January 2007 - July 2008
Blizzard Entertainment November 2005 - March 2006
Skills
Digital Media, Digital Marketing, Digital Strategy, Product Development, Product Management
Education
University of California, Santa Barbara
BA, Political Science
Citi Personal Banker AVPCitibankNovember 2005 - August 2007
Education
University of California, Santa Barbara 2001 — 2003
Citi SVP/Project DirectorCitiApril 2010 - March 2012
Sears Holdings Corporation 2000 - 2003
Education
University of California, Riverside 1988 — 1993
Citi July 2013 - Present
AIG October 2012 - July 2013
Farmers Insurance May 2010 - October 2012
Ricoh Americas Corporation January 2009 - May 2010
Skills
Data Analysis, Microsoft Excel, Analysis, Microsoft Office, Access, Lotus Notes, PowerPoint, Microsoft Word, Outlook, Business Analysis, Visio, Project Management, Insurance, General Insurance, SAS, Business Objects, VBA
Education
University of California, Riverside 2005 — 2008
Bachelor's degree, Economics
Citi October 2007 - Present
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts (B.A.), Mathematics and Economics
Glendale High 1980 — 1984
Clarksons Platou Capital Markets April 2014 - Present
Credit Suisse March 2010 - April 2014
Natixis Bleichroeder March 2007 - March 2010
Citi May 2005 - December 2006
Skills
Australian Equities, Asian Equities, Sales, Marketing, Investment Management..., Hedge Funds, Asset Management
Education
University of Cambridge 2001 — 2002
Master of Business Administration (MBA)
University of Oxford 1998 — 1999
Postgraduate Diploma, Social Studies
University of Sydney 1992 — 1995
Bachelor of Arts (BA), Political Science and Asian Studies
Ball AIA Architecture 2014 - Present
All Shades of Indigo October 2012 - October 2013
Titan Light 2010 - 2012
Sincere Bus Trading Manufacturing 2008 - 2010
Citi 2007 - 2008
Cabrillo Real Estate 2007 - 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Office, Management, Microsoft Word, Leadership, Financial Analysis, Analysis, Marketing, Research, Market Research, Financial Modeling
Education
UCSD 2003 — 2007
BS, Economics, Management Science
PMP Courses at Institute for Information Industry in Taiwan 2009 — 2010
CFA I Candidate 2008 — 2009
PRIMECAP Management Company October 2011 - Present
Citi October 2003 - July 2011
Skills
Fixed Income, Capital Markets, Equities, Mutual Funds, Electronic Trading, Trading, Market Structure, Hedge Funds
Education
University of California, Santa Barbara 1994 — 1997
Bachelor of Arts (BA), Economics
Citi November 2013 - Present
Citibank May 2003 - Present
Pacific Stock Exchange January 1999 - December 2001
Skills
Loans, Credit, Retail Banking, Banking, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Financial Services, Risk Management, Insurance, Team Leadership, Business Development, Portfolio Management, Cross Selling, Commercial Banking, Loan Origination, Commercial Lending, Lines Of Credit, Series 63, Treasury Management, Mortgage Banking, Investments, Sales Management, Credit Cards, Cash Management, Relationship Management
Education
UC Santa Barbara 1980 — 1985
Business/Managerial Economics
U.S. Bank March 2010 - Present
Union Bank of California October 2007 - March 2009
Wells Fargo February 2006 - September 2007
Citi May 2002 - February 2006
Skills
Commercial Banking, Insurance, Investments, Sales, Business Development, Management, Real Estate Lending, SBA, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Financial Services, Lines Of Credit, Securities Market, Loans, Small Business Lending, Commercial Real Estate, Loan Origination, Banking, Portfolio Management, Retail Banking, Commercial Mortgages
Education
University of California, Santa Barbara
Citi July 2010 - Present
Credit Suisse May 2010 - July 2010
Bank of America June 2009 - April 2010
Bank of America November 2005 - February 2009
JP Morgan June 2003 - November 2005
AIG October 2001 - May 2003
Citibank 2000 - 2001
Credit Suisse, JP Morgan, HSBC and EDS 1996 - 2000
JP Morgan, New York, London, Milan, Melbourne 1982 - 1996
Deloitte, Haskins and Sells, London (Now PWC) 1977 - 1982
Skills
Fixed Income, Derivatives, Business Analysis, Market Risk, Credit Risk, Program Management, Project Management, Data Warehousing, Equities, Financial Risk, Portfolio Management, Business Process..., FX Options, Trading, SDLC, Financial Services, Requirements Gathering, Analysis, Strategy, Finance, Requirements Analysis
Education
University of Cambridge 1974 — 1977
MA, Engineering
CITIBANK LOS ANGELES April 2014 - Present
Citibank August 2011 - Present
Citi June 2002 - August 2011
Citi June 2001 - May 2002
Citi - Venezuela October 1998 - May 2001
Citibank Latin America Group Office 1996 - 1998
Citibank - Latin America Consumer banking January 1990 - December 1995
Citibank - Bahamas February 1987 - December 1990
Citibank - Caribbean Region Business Development June 1984 - May 1987
Citibank Latam Group Office April 1983 - May 1984
Skills
Change Management, Banking, Credit, Acquisition Integration, Start-ups, Process Improvement, Risk Management, Credit Risk, Portuguese, English, Spanish, Risk, Latin America, Operational Risk, Operational Risk..., Risk Analysis, Financial Risk, Mergers & Acquisitions, Leadership, Retail Banking, Team Leadership, Portfolio Management, Loans, Management, Credit Cards, Due Diligence, Strategy, Business Development, Cross-functional Team..., Program Management, Team Management, CRM, Asset Management, Financial Services, Wealth Management, Mortgage Lending, Restructuring, Emerging Markets, Financial Analysis, Private Banking, Credit Analysis, Executive Management, Relationship Management, Finance
Education
University of Washington, Michael G. Foster School of Business 1981 — 1983
MBA
University of San Francisco School of Law 1975 — 1978
JD
University of California, San Diego
BA
Escola Americana de Campinas
Escola Americana de Campinas
Kimberlite Group, LLC January 2015 - Present
Campus Evolution LLC February 2014 - October 2014
Eos Partners May 2011 - January 2014
SAC Capital September 2009 - May 2011
Citi July 2007 - August 2009
Education
University of Cambridge 2006 — 2007
MPhil
University of Pennsylvania 2002 — 2006
BA
Hackley
Sigue Global Services, Ltd. UK August 2014 - Present
Sigue Corporation May 2005 - Present
BBVA Bancomer US Agencies & Subsidiaries January 2001 - May 2005
Citi January 1995 - December 2001
Mizuho Corporate Bank January 1985 - January 1995
Skills
Banking, Compliance, Risk Management, FX, Internal Audit, Executive Management, Business Continuity, Strategic Planning, Global Management, Alternative Payments, Anti Money Laundering, Unbanked, Remittances, Hispanic Market, Due Diligence, Money Transfers, Strategy, Leadership, Business Development, Financial Services, Business Strategy, Financial Risk, Finance, Management
Education
University of California, Santa Barbara 1981 — 1985
BA, English
Raxar Corporation December 2013 - Present
Citi April 2011 - December 2014
Digital Panorama January 2007 - December 2013
William J. von Liebig Center 2009 - January 2011
Tech Coast Angels May 2009 - 2010
University of California at San Diego 2008 - 2009
Skills
Entrepreneurship, Due Diligence, Software Development, Program Management, Management, Financial Modeling, Data Analysis, Strategy, Start-ups, Product Management, Business Strategy, Healthcare, Cross-functional Team..., Financial Analysis, Corporate Development, Valuation, Business Development, Biotechnology, Strategic Planning, Process Improvement, Leadership, Corporate Finance, Business Planning, Change Management, Finance, Executive Management, Management Consulting, Business Analysis, Medical Devices, Project Management, Consulting, Analytics, Market Research, Market Analysis, Microsoft Excel, Risk Management, Visio, Venture Capital
Education
University of California, San Diego 2008 — 2009
M.Eng, Engineering and Entreprenuership
University of California, San Diego 2005 — 2009
B.S, Bioengineering
Citi January 2015 - Present
Zazoom Media Group /Buzztala September 2014 - January 2015
Intel Corporation November 2012 - July 2014
SAGE Center for the Study of the Mind December 2011 - June 2012
SBNation.com February 2009 - March 2010
Skills
Microsoft Office, Excel, PowerPoint, Photoshop, Psychology, Recruiting, Sales, Customer Service, Analytics, Writing, Public Speaking, Marketing, Business Strategy, Team Building, Blogging, Marketing Communications, Public Relations, Outlook, Marketing Strategy, Microsoft Excel, Advertising, Market Research, Media Relations, Digital Media, Wordpress, Social Networking, Budgets, Leadership, Team Leadership, Email Marketing, Strategic Planning, Online Advertising, Fundraising, Editing, Management, Creative Writing, Social Media Marketing, Interviews, SEO, Research, Project Management, Teaching, Social Media, Coaching, Data Analysis, Event Management, Analysis, Direct Marketing, Online Marketing
Education
University of California, Santa Barbara
BA, Psychology, 3.6 GPA
Altegris Investments August 2013 - Present
Altegris Investments February 2013 - August 2013
Citi September 2010 - February 2013
UCSB Recreational Sports August 2008 - August 2010
UCSB Recreational Sports 2008 - 2010
University of California, Santa Barbara 2008 - 2010
Skills
Public Speaking, Event Management, Microsoft Office, Notary Public, Business Strategy, Client Engagement, Foreign Languages, Email Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Microsoft Excel, Google Analytics, Google Adwords, WordPress, Marketo, Salesforce.com, Sitecore, Customer Engagement, Social Networking, Coaching, Leadership, Strategic Financial...
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's, Physical Anthropology
Citi December 2014 - Present
UCLA September 2008 - November 2014
UCLA April 2009 - March 2011
Skills
C++, R, Physics, Matlab, ROOT, LaTeX, Microsoft Office, Mathematical Modeling, C, Python, Statistical Modeling, Mathematica
Education
University of California, Los Angeles 2008 — 2014
Doctor of Philosophy (PhD), Physics
University of California, Los Angeles 2011 — 2013
Master's degree, Statistics
University of Science and Technology of China 2004 — 2008
Bachelor's degree, Physics
Well Fargo Home Mortgage Inc April 2015 - Present
Citi May 2013 - March 2015
Wells Fargo January 2012 - April 2013
Northwestern Mutual April 2010 - January 2012
The Valley Economic Development Center July 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Small Business Lending, Credit, Business Development, Credit Analysis, Investments, Portfolio Management, Customer Service, Strategic Financial...
Education
University of California, Los Angeles 2008 — 2012
Notes In Motion / Amanda Selwyn Dance Theatre March 2013 - Present
Citi January 2012 - Present
Evergreen Business Capital 2006 - January 2012
World Savings 2002 - 2005
Skills
Loans, Credit Analysis, Underwriting, Commercial Lending, Banking, Portfolio Management, Small Business Lending, Finance, Commercial Banking, Mortgage Lending, Credit, Credit Risk, Treasury Management, Financial Analysis
Education
Webster University 2002 — 2004
M.B.A., Business Administration
University of California, San Diego 1997 — 2001
B.A., Economics
Woodbridge High School
Morgan Stanley Smith Barney July 1997 - Present
Citi 1997 - 2006
Skills
Series 7, Equities, Investments, Wealth Management, Marketing, Hedge Funds, Securities, FINRA, Series 63, Leadership, Strategic Planning, Investment Advisory, Mutual Funds, Series 24, Fixed Income, Capital Markets
Education
University of California, Riverside 1980 — 1984
Business Administration
Chinese Overseas Marketing Service Corporation July 2013 - June 2014
Romy Lee, CPA Firm July 2012 - July 2013
Lun Kui International Co (論馗國際股份有限公司) January 2011 - July 2012
Citi April 2008 - September 2010
Skills
Financial Analysis, Business Development, Customer Service, Analysis, Wealth Management, Banking, Loans, Business Analysis, Marketing, Sales Management, New Business Development, Strategic Planning
Education
University of California, Riverside 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, Finance
Citi January 2014 - Present
Skills
Commercial Banking, Financial Analysis, Credit Analysis, Portfolio Management, Banking, Credit Risk, Microsoft Excel, Loans, Salesforce.com, Cold Calling, Analysis, Due Diligence, Credit, Finance, Capital Markets, Financial Risk, Relationship Management, Financial Modeling, Commercial Lending, Business Strategy, Leadership, Underwriting, Risk Management, Cross Selling, Loan Origination, Cash Management, Treasury Management, Management, Business Development, Corporate Finance
Education
University of California, San Diego 2008 — 2010
B.A
Pacific Gas and Electric Company May 2011 - Present
Bank of the West May 2007 - May 2011
PeopleSoft May 2004 - May 2005
Citi July 1998 - April 2004
Skills
Litigation, Risk Management, Intellectual Property, Employment Law
Education
University of California, Los Angeles - School of Law
University of California, San Diego
BA, English Literature & Political Science
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
Cedars-Sinai June 2015 - Present
Citi March 2012 - May 2015
Baskin RobbinsCity of Industry, CA July 2006 - June 2007
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Telephone Skills, Fundraising, Cash Handling, Social Media, Social Networking
Education
UC Riverside 2007 — 2011
BA, Pscyhology
Protiviti September 2014 - Present
Citi November 2013 - September 2014
Citi August 2012 - November 2013
Union Bank June 2010 - August 2012
Wells Fargo July 2008 - June 2010
Wells Fargo August 2006 - July 2008
Bank of America June 2005 - June 2006
Skills
AML, Investigation, Compliance, Transactional Analysis, Research, Risk Management, Operational Risk, Due Diligence, Banking, Bank Secrecy Act, Operational Risk..., Securities, Fraud, Financial Risk, Visual Analytics, Regulations, KYC, USA PATRIOT Act, Anti Money Laundering
Education
University of California, Santa Cruz 2002 — 2006
Bachelors of Arts, Economics
Tennyson 1998 — 2002
Wells Fargo May 2003 - Present
Wells Fargo June 2001 - May 2003
Wells Fargo May 1999 - May 2001
Citi May 1997 - May 1999
Citi May 1996 - May 1997
Citi November 1995 - May 1996
Home Savings of America June 1990 - December 1991
Skills
Situational Leadership, Management, Project Management, Team Leadership, Business Efficiency, Budget Forecasts, Teradata, SQL, Microsoft Excel, Microsoft Office, Micro Strategy BI Tool, Data Analysis, Business Analysis, Written & Oral..., Business Performance..., SharePoint, Adobe Creative Suite, Photoshop, Premiere, Video Pr, Photography, HAM Radio, Database Marketing, Strategy, Analysis, Financial Services, Leadership, Analytics, Banking
Education
UCSC 1990 — 1995
Bachelor of Arts (B.A.), Economics
Citi August 2012 - Present
U.S. Bank January 2011 - July 2012
Education
UC San Diego 2001 — 2005
Citi August 2007 - Present
Bank of America December 2005 - August 2007
UCLA- Powell Library October 2003 - September 2005
Skills
Credit, Loans, Banking, Financial Analysis, Finance, Credit Analysis, Risk Management, Portfolio Management, Credit Risk, Anti Money Laundering, Microsoft Excel
Education
UCLA 2001 — 2005
Bachelor of Arts (B.A.)
ProSearch Strategies, Inc December 2013 - Present
Epiq Systems January 2013 - December 2013
Epiq Systems March 2011 - January 2013
Lee's Sandwiches October 2010 - October 2011
Citi August 2005 - August 2010
Skills
Customer Service, Technical Support, EnCase, Linux, ESI, DocuMatrix, Troubleshooting, Relativity, SQL, EDRMS, Litigation Support, Project Management, Databases, Microsoft Office, Business Analysis, FTK, Help Desk Support, Network Administration, Unix
Education
UC Riverside 2000 — 2005
Bachelor's degree, Economics/Management Information Systems
Breg December 2013 - Present
NuVasive March 2013 - December 2013
NuVasive June 2009 - March 2013
BD November 2005 - June 2009
Pyramid Advisors November 2005 - August 2008
Citi October 2004 - November 2005
Skills
Customer Service, Budgets, Microsoft Office, Accounting, Marketing, Strategic Planning, Microsoft Excel, Sales, SAP, Account Management, Sales Management, Analysis, Outlook, Cross-functional Team..., Financial Analysis, Team Leadership, Business Development, Time Management, Recruiting, Team Building, Salesforce.com, Process Improvement, Forecasting, Sales Operations, Medical Devices, Microsoft Word, Management, Project Management, PowerPoint, Healthcare
Education
University of California, San Diego
Union Bank December 2011 - Present
Citi March 2009 - April 2010
Union Bank February 2008 - March 2009
Wells Fargo May 2005 - December 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Consumer Lending, Risk Management, Financial Risk, Relationship Management
Education
UCSD 2002 — 2006
BS, Management Science
Castle High School 2010 - 2013
Mount Diablo High School August 2008 - June 2010
Citi October 2005 - February 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Modeling, Financial Analysis, Teaching, Management, Comfortable working..., Mathematics Education, Mathematics, Teamwork
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts (BA), Economics
Citi 2012 - Present
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Comparative Literature
Citi 2006 - 2013
First Bank 2002 - 2006
Skills
Credit, Credit Analysis, Underwriting, Sales, Sales Presentations
Education
University of California, Santa Barbara 1990 — 1994
Bachelor of Arts (B.A.), Business/Managerial Economics
FabExchange, Inc. April 2015 - Present
Positive Solutions, Inc. December 2014 - Present
Citi October 2013 - April 2015
Wells Fargo December 2012 - October 2013
Skills
Sales, Sales Operations, Sales Process, Customer Service, Customer Satisfaction, Customer Relations, Research, Management, Microsoft Word, Product Management
Education
University of California, San Diego
Bachelor's degree, Economics; Management Science
Citi August 2015 - September 2015
China Construction Bank (Asia) Corporation Limited July 2015 - August 2015
Education
University of California, San Diego 2015 — 2017
Bachelor’s Degree, Economics