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
Gateway Media, LLC October 2014 - Present
Maxus (a GroupM Company) December 2013 - July 2014
Lumeris October 2012 - December 2013
Citi March 2012 - October 2012
University of Missouri - Department of Economics January 2011 - May 2011
University of Missouri - Department of Economics August 2010 - December 2010
University of Missouri - Department of Economics August 2010 - December 2010
University of Missouri - Department of Economics May 2009 - July 2010
Skills
Data Analysis, Paid Search Analytics, Regression Analysis, R, Microsoft SQL Server, Process Improvement, Project Management, Economics, Visio, SQL, Microsoft Office, Business Analysis, Statistics, Integration, Time Management, Software Development..., Microsoft Excel, Databases, Google Adwords, Web Analytics, SAS Programming
Education
University of Missouri-Columbia 2010 — 2011
Masters, Economics
University of Missouri-Columbia 2006 — 2010
BS, Economics
CIS Communications, LLC February 2005 - Present
CIS Realty Group, LLC February 2005 - Present
Pendulum Properties, LLC & Commonwealth Capital, LLC January 2006 - Present
Missouri Kansas Wireless Association (MOKAN) January 2015 - Present
Citi May 2001 - September 2004
Skills
Real Estate, Telecommunications, Real Estate Development, Sellers, Contract Negotiation, Leases, Commercial Real Estate, Residential Homes, Project Planning, Brokerage, Investment Properties, Real Estate Economics, Process Scheduler, Real Property, Property, Due Diligence, Real Estate Transactions, Financial Analysis, Asset Management, Financial Modeling, Negotiation, Project Management, Land Acquisition, FHA, Valuation, Selling, Location Intelligence, Property Management, Zoning, Entitlements, Easements, Government Relations, REO, Sales
Education
University of Missouri-Columbia 2003 — 2005
MBA, Finance
University of Missouri-Columbia 1999 — 2003
Business Administration, Finance
Parkway North High School 1996 — 1999
Caherciveen Partners January 2014 - Present
Broad Oak Capital Advisors July 2011 - Present
Sun Trading LLC May 2007 - June 2011
Citi May 2005 - May 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Bloomberg, KDB, C++, VBA, Trading Strategies, Trading, Linux, High Frequency Trading, Proprietary Trading, Foreign Exchange, Low Latency, Statistical Arbitrage, Network Engineering, R, FX Spot, Cisco IOS, Cisco Technologies, Python, FX Derivatives, Electronic Trading, Trading Systems, Market Making, FX trading, Cisco Routers, Network Administration
Education
Washington University in St. Louis 2002 — 2005
BS, Economics
University of Missouri-Columbia 2001 — 2002
Citi November 2014 - Present
KPMG October 2013 - November 2014
Tokyo Electron January 2013 - September 2013
Thrivent Financial May 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Team Leadership, Microsoft Excel, Portfolio Management, Analysis, Market Analysis, PowerPoint, Sourcing, Data Modeling, Salesforce.com, Purchasing, Bloomberg Software, MS Project, Microsoft Word, Data Entry, FBSI, Stata, Quantitative Research, Social Media, SAP Netweaver, Agile Application..., Quotations, Series 7
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor's degree, Economics
Citi August 2013 - Present
Cerner Corporation November 2012 - July 2013
ActiveDocs January 2012 - October 2012
US Courts October 2008 - January 2012
Pro Pay September 2006 - October 2008
Education
University of Missouri-Columbia
B.A., Psychology
Webster University
M.A., Human Resources Development and Management
XRS Corporation April 2013 - Present
Ceridian January 2009 - December 2012
Ceridian August 2008 - January 2009
Citi April 2006 - April 2008
Skills
Data Analysis, Microsoft Excel, Access, Microsoft Office, Leadership, Analysis, PowerPoint, Project Management, Risk Management, Teamwork, Customer Service, Process Improvement, Mathematics, Financial Analysis, Microsoft Word, Outlook, Google Docs, Time Management, Research, Team Leadership, Statistics, Business Analysis, Analytics, Training, Forecasting, Economics, Six Sigma, Wordpress, 10 Key, Encoding, Android, Analytical Skills, Finance, Billing Process, Windows, Mac OS, Management
Education
University of Minnesota-Twin Cities 2000 — 2005
Mathematics, Actuarial Science
Century High School 1997 — 2000
High School
Expert Global Solutions November 2012 - Present
Expert Global Solutions July 2011 - November 2012
Afni July 2009 - June 2011
Allied Home Mortgage July 2006 - July 2009
Citi July 2004 - June 2006
United States Air Force October 1990 - December 2002
Skills
Leadership, Operations Management, Call Centers, Team Management, Revenue, Cost Management, Call Center Development, Call Center..., Motivation, Leadership Development, Customer Satisfaction, Customer Service, Customer Experience, Sales Management, Sales Operations, BPO, Process Improvement, Outsourcing, Vendor Management, Management, Training, Team Leadership, Performance Management
Education
University of Minnesota Duluth 1988 — 1990
Mathematics and Statistics
Citi May 2015 - Present
Equity Purchase Partners September 2014 - December 2014
Tealium August 2013 - August 2014
American Equity Mortgage October 2012 - July 2013
Formula 5 Capital, Inc. June 2011 - August 2012
Md7 May 2010 - February 2011
Pacific Companies 2010 - 2011
Decision One Mortgage November 2006 - August 2007
Argent Mortgage 2002 - 2005
Skills
Account Management, Sales, Budgets, CRM, Management, B2B, Negotiation, Customer Service, Telecommunications, Insurance, Cold Calling, Salesforce.com, Sales Management, New Business Development, Sales Process, Direct Sales, Business Development, Sales Operations, Mortgage Lending, Customer Retention, Selling, Marketing, Solution Selling, Sales Presentations, Lead Generation, Leadership, Recruiting, Enterprise Software, Strategic Partnerships, SaaS, Email Marketing, Strategy, Start-ups, Online Marketing, Online Advertising, Contract Negotiation, Digital Marketing, Team Building
Education
University of Missouri-Columbia 1997 — 2001
BS in Business Admin, Marketing, Finance, Accounting
Jefferson City High School 1994 — 1997
Citi June 2015 - Present
Gopher Sports Marketing August 2012 - Present
Datacard Group June 2014 - August 2014
Alpha Founders January 2014 - March 2014
The Village Company June 2013 - August 2013
Medtronic November 2012 - August 2013
Medtronic June 2011 - August 2011
Skills
Social Media, Marketing, Marketing Strategy, Medical Devices, PowerPoint, Data Analysis, Strategy, Customer Service, Leadership, Time Management, Microsoft Word, Microsoft Excel, Event Planning, Teamwork, Research, Microsoft Office, Public Speaking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Human Resources & Industrial Relations
Equifax Workforce Solutions July 2015 - Present
Equifax November 2012 - June 2015
Citi September 2011 - November 2012
Citi September 2009 - September 2011
Citi December 2008 - September 2009
Citi June 2006 - December 2008
Citi August 2004 - June 2006
Citi April 2000 - August 2004
Citi June 1998 - April 2000
Citi October 1996 - June 1998
Skills
Process Improvement, Strategy, Leadership, Product Management, Analytics, Outsourcing, Banking, Business Analysis
Education
Washington University in St. Louis - Olin Business School 2004 — 2006
MBA
University of Missouri-Saint Louis 1994 — 1996
BA, History
University of Missouri-Columbia 1991 — 1994
BA, History
Citi January 2015 - Present
Citi January 2011 - December 2014
Citi January 2006 - December 2010
Citi September 2002 - December 2005
Skills
Loans, Banking, Treasury Management, Commercial Banking, Relationship Management, Investments, Commercial Lending, Middle Market, Loan Origination, Credit Risk, Commercial Real Estate, Financial Services, Cash Management, Credit Analysis, Portfolio Management, Credit, Asset Based Lending, Small Business Lending, Financial Analysis, Cross Selling, Finance, Commercial Mortgages, Lines Of Credit, Underwriting, Financial Structuring, Citi Commercial Credit..., Formally Credit Trained., Syndications
Education
University of Minnesota-Twin Cities
The Michigan Daily October 2011 - Present
University of Michigan Ross School of Business September 2011 - Present
PepsiCo 2014 - 2014
Citi May 2013 - August 2013
Collage.com May 2012 - August 2012
Skills
Journalism, Editing, Proofreading, Newspapers, Press Releases, News Writing, Social Media, Sports, Sports Writing, Storytelling, Newspaper
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Siwel Consulting February 2012 - Present
Citi January 2011 - February 2012
Citi 2008 - 2010
Citi 2006 - 2008
Citi 2005 - 2006
Wells Fargo Home Mortgage 2002 - 2005
Skills
Project Planning, Outlook, Microsoft Excel, Change Management, Microsoft Office, Budgets, Process Improvement, Project Management, Management, Strategy, Team Building
Education
University of Minnesota-Twin Cities 1998 — 2000
English Language and Literature, General
University of Oregon 1997 — 1998
English Language and Literature, General
Anheuser-Busch May 2015 - Present
Anheuser-Busch April 2014 - April 2015
Boeing September 2013 - March 2014
SK Energy LLC April 2012 - October 2013
Truman National Security Project January 2011 - June 2011
United States Senate September 2010 - December 2010
Ruapehu Alpine Lifts (RAL Ltd) April 2009 - October 2009
Citi August 2007 - March 2009
Hyatt Hotels Corporation January 2006 - August 2006
Creamer's All-Star Karate Academy January 1998 - January 2002
Skills
Trade Marketing, Sales Strategy, Inventory Management, Supply Chain Management, Event Management, Procurement, Logistics Management, Strategy, Data Analysis, Auction Management, Negotiation, Strategic Planning, Research, Start-ups, SAP, Microsoft Office, Fundraising, Microsoft Word, Microsoft Excel, Demand Planning, Consumer Package Goods, Strategic Negotiations, Food & Beverage, Vendor Management, Supplier Negotiation, SKU Management, Excel, PowerPoint, Word, Beverage Industry, Sourcing, Transportation Planning
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Washington University in St. Louis 2006 — 2008
M.A., International Affairs
University of Missouri-Columbia 2002 — 2005
Bachelor of Science, Hotel and Restaurant Management
Fort Zumwalt South High School
College Prep
Humana March 2014 - Present
Citi June 2010 - May 2013
Citi January 2010 - August 2010
Citi June 2007 - April 2010
Target June 1995 - June 2007
Faegre & Benson LLP August 1990 - June 1993
Skills
Venture Capital, Start-ups, Team Building, Financial Services, Entrepreneurship, Financial Modeling, Strategic Partnerships, Corporate Venture..., Strategy, Business Development, Leadership, Process Improvement, Mergers & Acquisitions, E-commerce, Program Management, Financial Analysis, Due Diligence, Executive Management, Management, Business Planning, Business Analysis, Product Management, Business Transformation, Marketing Strategy, Product Development, Vendor Management, Cross-functional Team..., Competitive Analysis, Management Consulting, Business Strategy, Risk Management, Portfolio Management, Strategic Planning
Education
University of Minnesota Law School 1988 — 2001
JD, JD, Magna cum Laude, Order of the Coif
University of Wisconsin-Madison 1984 — 1988
French and Economics, with Honors
Boeing June 2015 - Present
Express Scripts August 2014 - June 2015
Cornerstone Mortgage June 2014 - August 2014
Bank of America December 2012 - April 2014
Citi September 2011 - December 2012
Skills
Banking, Risk Management, Credit, Financial Analysis, Investments, Financial Services, Loans, Business Analysis, Equities, Portfolio Management
Education
University of Missouri-Saint Louis 2009 — 2010
BS, Business Administration and Management, General
University of Missouri-Columbia 2007 — 2009
BS, Business Administration and Management, General
OBT Ventures, LLC May 2013 - Present
Spiro, LLC 2013 - Present
CannaContainers LLC 2013 - Present
BNP Paribas 2011 - 2012
Citi June 2004 - September 2011
Skills
Being the last person..., Options, Equity Derivatives, ETFs, Equities, Derivatives, Capital Markets, Fixed Income, Hedge Funds, Financial Modeling, Investment Banking, Investments, Bloomberg, Portfolio Management, Valuation, Financial Analysis, Alternative Investments, Trading, Financial Markets, Sleep Disorders, Entrepreneurship, Pharmaceutics, Series 7, Equity Trading, Equity Research, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Mt. Lebanon Senior High School 1996 — 2000
High School Diploma
Microsoft June 2015 - Present
Microsoft March 2014 - June 2015
Microsoft August 2013 - March 2014
Citi July 2010 - May 2011
Citigroup June 2007 - June 2010
Skills
Financial Modeling, Credit Risk, Finance, Portfolio Management, Project Finance, Loans, Leveraged Finance, Financial Analysis, Corporate Finance, Valuation, Analytics, Strategy, Mergers & Acquisitions, Business Strategy, Forecasting, Investment Banking, Risk Management, Business Analysis, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Tauber Institute for Global Operations, Graduated with Distinction
University of Virginia 2003 — 2007
B.S., Finance & Accounting
CenturyLink Business June 2013 - Present
KBM Group - KnowledgeBase Marketing Group July 2010 - June 2013
Citi April 2009 - July 2010
First Tennessee Bank April 2008 - December 2008
First Horizon Home Loans December 2005 - April 2008
S&C Financial October 2001 - December 2005
Skills
Direct Marketing, Lead Generation, Database Marketing, Problem Solving, Certified Project..., CRM software, Salesforce.com, Email Marketing, Lead Management, Call Center Development, CRM, Analytics, Strategy, Marketing, PPC, Digital Strategy, Online Advertising, Strategic Planning, Management, Leadership, Marketing Strategy, Project Management, Program Management
Education
Project Management Institute 2009 — 2009
PMP, Project Management Professional Certification
University of Missouri-Columbia 1996 — 2000
BSBA, Banking, Corporate, Finance, and Securities Law
The Minneapolis Foundation March 2015 - Present
St. Anselm' Episcopal Church & Nursery School January 2008 - March 2015
Episcopal Diocese of Upper South Carolina January 2005 - December 2007
Episcopal Charities of Long Island April 2002 - December 2004
Citi April 2001 - April 2002
Trinity Episcopal Church, Excelsior, MN December 2000 - March 2001
Episcopal Diocese of Minnesota July 1997 - October 2000
Roots & Fruits Cooperative (whole foods distributor) June 1992 - July 1997
Skills
Executive..., Nonprofits, Program Development, Stewardship, Fundraising, Volunteer Management, Events Coordination, Database Development, Non-profit..., Capital Campaign..., Office Management, Publication Development, Marketing
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Political Science
Starbucks January 2014 - Present
Be The Match operated by National Marrow Donor Program June 2015 - August 2015
Shangri-La Hotels and Resorts June 2014 - August 2014
Legend Vacation Club January 2013 - August 2013
Hugh O'Brian Youth Leadership February 2013 - February 2013
Hugh O'Brian Youth Leadership June 2012 - July 2012
Citi January 2012 - February 2012
Skills
Foreign Languages, Microsoft Excel, Microsoft Office, Customer Service, Cashiering, Coffee Making, Spanish, Group Work, Teaching English as a..., Training, Leadership, Sales, Management, Critical Thinking, Time Management, Social Networking
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Bachelor's degree, Accounting and International Business
University of Minnesota-Twin Cities 2013 — 2017
Bachelor's degree
Wexford Capital LP October 2011 - Present
Citi June 2010 - October 2011
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Dual emphasis in Finance and Accounting, GPA: 3.7 / 4.0 (graduated with high distinction)
SNI Companies August 2011 - Present
Robert Half International January 2008 - December 2008
CITI May 2007 - February 2008
GE Money/ WMC February 2006 - May 2007
Lehman Brothers November 2004 - February 2006
Northern Lights Mortgage 2001 - 2004
Education
University of Minnesota Duluth 1990 — 1995
Hibbing High School 1986 — 1989
Citi August 2013 - Present
J.P. Morgan March 2012 - May 2012
DSM June 2005 - July 2011
Skills
Strategy, Cross-functional Team..., Project Management, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Medtronic May 2015 - Present
Medtronic October 2012 - May 2015
St. Jude Medical January 2011 - September 2012
Deluxe Corporation June 2008 - September 2008
Citi March 2006 - July 2007
Citi February 2005 - March 2006
Skills
Competitive Analysis, Segmentation, Market Research, Marketing Strategy, Analytics, Strategic Planning, Product Development, Data Analysis, Product Management, Marketing, Financial Modeling, Business Planning, Business Strategy, Marketing Management, Market Analysis, Analysis, Management, Customer Insight, Strategy, Forecasting, Medical Devices
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
University of Minnesota-Twin Cities 2009 — 2012
MS
University of Wisconsin-Eau Claire 2000 — 2004
BBA
US Bank Home Mortgages August 2015 - Present
Kelly Services October 2014 - July 2015
Citi June 2013 - May 2014
Citi June 2011 - May 2013
Citi May 2008 - June 2011
Citi November 2003 - April 2008
Citi May 1999 - November 2003
Citi September 1993 - May 1999
Citi February 1989 - September 1993
Southland Life Insurance March 1986 - November 1988
Skills
Customer Satisfaction, Leadership Development, CRM, Training, Sales, Risk Management, Remote Monitoring, Internal Communications, Research, Procedure Development, Team Leadership, Strategy, Loans, Mortgage Banking, Loss Mitigation, Call Centers, Mortgage Lending, Residential Mortgages, Commercial Banking, Relationship Management, Loan Servicing, Team Building, Cold Calling, Employee Training, Portfolio Management, Mortgage Servicing, Credit Risk, Coaching, Telephone Skills, Team Management, Cross Selling, Payments, Customer Experience, Financial Services, Customer Service, Consumer Lending, Client Services, AML, Loan Origination, Management, Banking, Process Improvement, Software Documentation, Employee Relations, Credit Cards, Outlook, Customer Retention, Credit, Accounts Receivable, Retail Banking
Education
University of Missouri-Columbia 1981 — 1983
Bachelor of Science (BS), Journalism
Webster University 1978 — 1979
Microsoft July 2014 - Present
Citi June 2013 - August 2013
Marcus & Millichap June 2012 - August 2012
Ford Wealth Management LLC June 2012 - August 2012
Skills
Spanish, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Visual Basic
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Business
Glenbard West High School 2006 — 2010
Citi May 2015 - Present
True Media April 2014 - June 2014
Empower MediaMarketing March 2012 - March 2014
MOJO AD August 2011 - December 2011
Intouch Solutions May 2011 - August 2011
HobNob O'Fallon May 2010 - August 2010
Skills
Media Planning, Google Analytics, Google Adwords, iMovie, DoubleClick Ad Planner, MRI+ Data, Omniture Discover, Omniture SiteCatalyst, WebTrends 8, WebTrends 9, Microsoft Office, DoubleClick, Programmatic Buying, DoubleClick Bid Manager, HTML, CSS
Education
University of Missouri-Columbia 2008 — 2011
Bachelor of Journalism, Strategic Communication
BML inc January 2013 - Present
Daman Quattro July 2011 - December 2013
Citi 2000 - 2009
O'connor Brokerage Services January 1997 - November 1999
Lehman Brothers 1989 - 1992
Skills
Commodity Markets, Hedging, Commodity, Energy Markets, Commodity Risk..., Electronic Trading, Derivatives, Natural Gas, Energy Derivatives, Options, Proprietary Trading, Trading, Swaps, Trading Strategies, Volatility, Trading Systems
Education
University of Mississippi - School of Business Administration 1900 — 1991
Citi March 2012 - Present
Vantiv June 2011 - March 2012
Fifth Third Processing Solutions February 2010 - June 2011
Bridge Worldwide September 2009 - October 2009
Fidelity Investments July 2006 - August 2009
Comair February 2005 - July 2006
AT&T March 1987 - December 2004
Skills
Software Documentation, SDLC, SQL, Data Analysis, Requirements Analysis, Analysis, Software Project..., Quality Assurance, Testing, Risk Management, Software Development, Business Analysis, Leadership, Management, Business Process, Project Management, Visio, Troubleshooting
Education
University of Minnesota-Twin Cities 1981 — 1986
BA
Abraham Lincoln High School 1978 — 1981
High School Diploma
Citi 2014 - Present
Citi June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
Harvard-Westlake
Deloitte Tax LLP April 2014 - Present
PwC January 2014 - March 2014
Deloitte Tax LLP June 2013 - August 2013
Citi June 2011 - August 2011
Skills
Finance, Customer Service, Microsoft Office, Microsoft Word, Corporate Law, Microsoft Excel, Accounting, Tax, PowerPoint, Financial Analysis, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Emphases in Accounting and Finance
Citi January 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Sales, Data Analysis, Customer Service, Public Speaking, Social Media, Event Planning, Photoshop
Education
University of Missouri-Columbia 2012 — 2016
Centene Corporation August 2014 - Present
Citi December 2012 - July 2014
Ascension Health April 2012 - December 2012
Express Scripts November 2008 - September 2011
Watson Wyatt Worldwide June 2005 - September 2007
Mercer October 1994 - June 2005
Skills
Microsoft Excel, Access, SQL, Building Relationships, Data Analysis, Data Mining, Collaborative Problem..., Creative Solutions, Social Networking, Oral & Written..., Pensions, Pharmacy Benefit..., Mortgage Banking, Risk Management, Insurance, Actuarial Science, Employee Benefits, Analysis, Financial Analysis, Consulting, Management, Strategic Planning, Financial Modeling
Education
University of Missouri-Columbia 1989 — 1993
BA, Statistics
Citi April 2012 - Present
G2 Worldwide July 2011 - April 2012
Digitas June 2010 - May 2011
Digitas May 2010 - April 2011
Post Foods February 2009 - May 2010
Post Foods, LLC April 2009 - April 2010
Pierce Promotions & Event Management November 2004 - February 2009
Pierce Promotions October 2004 - February 2009
Special-Tee Golf Greens, Inc March 2002 - November 2004
Momentum Worldwide, Inc January 2000 - January 2002
Education
University of Mississippi 1989 — 1993
BBA, Marketing
University of Mississippi
Bachelor of Business Administration, Marketing
Citi June 2012 - Present
JPMorgan Chase March 2011 - June 2012
CitiMortgage 2010 - March 2011
CitiMortgage Inc March 2009 - June 2010
CitiMortgage Inc June 2008 - February 2009
Skills
Loans, Analysis, Portfolio Management, Microsoft Excel, Data Analysis, Banking, Financial Analysis, Credit, Team Management, Mortgage Lending, Finance, Business Analysis, Investments, Sales, Risk Management, Process Improvement, Time Management
Education
University of Missouri-Columbia 2004 — 2008
Business, Emphasis in Marketing
Kirkwood High School 2000 — 2004
Exchange SI, LLC 2013 - Present
BNP Paribas 2011 - 2013
Deutsche Bank 2005 - 2010
Citi 1996 - 2005
Morgan Stanley 1994 - 1996
University of Pennsylvania 1993 - 1994
Hambrecht & Quist 1989 - 1992
Skills
Equity Derivatives, Derivatives, Structured Products, Equities, Capital Markets, Equity Research, Alternative Investments, Options, Credit Derivatives, Fixed Income, Hedge Funds, Investment Banking, Financial Structuring, Bloomberg, Structured Finance, Sales
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Michigan College of Literature, Science, and the Arts 1985 — 1989
Citi August 2014 - May 2015
NuStar Energy L.P. June 2013 - September 2013
Alfred L. Sheppard Law Firm June 2012 - August 2012
REM Gallery June 2011 - August 2011
Egger Law Firm P.L.L.C. May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Public Speaking, Business Analysis, Competitive Analysis, Market Research, Microsoft Office, Business Valuation, Oil & Gas Industry, Group Work, Data Analysis, Teamwork, Research, TM1, Cognos, Leadership, Valuation Modeling, PowerPoint, Microsoft Word, Social Media, Financial Modeling, Sales, SAP BW, Property Tax, Commercial Real Estate..., Valuation, Investments
Education
University of Mississippi - School of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Alamo Heights High School 2006 — 2010
Wells Fargo Advisors June 2014 - Present
Citi March 2009 - June 2014
Citimortgage January 2009 - June 2014
RE/MAX March 2005 - December 2012
Client Services Incorporated January 2005 - May 2006
Vinco Investments Inc March 2004 - December 2005
Sunbelt Rentals March 2001 - March 2004
Brambles Equipment 2000 - 2001
Fullbach 1999 - 1999
Goedecke 1998 - 1999
Skills
Financial Planning, Financial Services, Strategic Planning, Loans, Budgets, Finance, Financial Analysis, New Business Development, Sales Operations, Series 7, Series 66, Sales, Leadership, Portfolio Management, Customer Service, Management, Process Improvement, Team Building, Sales Management, Credit, Customer Satisfaction, Negotiation, Strategic Financial...
Education
University of Missouri-Columbia 1992 — 1996
B.S., Animal Science
Lafayette H.S. 1989 — 1992
12th Ventures June 2015 - Present
Lightyear Capital June 2014 - Present
BlackRock August 2010 - May 2014
Citi June 2009 - August 2009
Chiba Lotte Marines NPB Baseball Team June 2008 - August 2008
Sunglass Tent June 2005 - August 2007
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Hedge Funds, Fixed Income, Financial Analysis, Investments, Asset Management, Alternative Investments, Corporate Finance, Private Equity, Investment Banking, Venture Capital, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Bachelor of Business Administration (BBA)
BNY Mellon December 2014 - Present
Orphans' Futures Alliance November 2012 - Present
RGP June 2014 - December 2014
National Australia Bank November 2006 - November 2013
Citi May 2006 - November 2006
NAI, INC.•HOMESIDE LENDING, INC. April 2003 - May 2006
NAI, INC.•HOMESIDE LENDING, INC. September 2001 - April 2003
NAI, INC.•HOMESIDE LENDING, INC. April 2000 - September 2001
Winn-Dixie February 1998 - April 2000
Skills
Project planning and..., Business Process..., Kaizen, SAP, Accounting, Accounts Payable, Account Reconciliation, Variance Analysis, Financial Analysis, Finance, Financial Reporting, Internal Controls, GAAP, Budgets, Financial Accounting, Financial Audits, Internal Audit, Auditing, Due Diligence, Corporate Finance, CPA, General Ledger
Education
University of North Florida
MBA, Accounting Concentration
University of Missouri-Columbia
BS, Accountancy
Citi 2012 - Present
Citigroup 2009 - 2012
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Viacom 2000 - 2003
PricewaterhouseCoopers 1999 - 2000
Skills
Strategic Planning, Business Development, Marketing Strategy, Marketing, Direct Marketing, Product Launch, Product Marketing, Strategy, Product Development, Program Management, Business Strategy, Management, Budgets, Sales, Leadership, Cross-functional Team..., Analytics, Portfolio Management, Segmentation
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Marketing
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science in Economics, Finance
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company March 2015 - Present
1st Enterprise Bank May 2014 - September 2014
JPMorgan Chase August 2011 - November 2013
Citi November 2010 - July 2011
Wells Fargo January 2005 - November 2010
Skills
Loans, Banking, Credit, Relationship Management, Small Business Lending, Financial Services, Portfolio Management, Credit Analysis, Retail Banking, Leadership, Cross Selling, Sales, Customer Retention, Loan Origination, Insurance, Cash Management
Education
University of Minnesota-Twin Cities 2001 — 2002
English as a second language
Yerevan State University 1997 — 2001
Bachelor's degree, Psychology
Mortgage Solutions DBA Clear Sky Mortgage & Realty July 2015 - Present
Citi June 2013 - July 2015
Wells Fargo Bank June 2003 - August 2013
Century 21 Scheetz May 2008 - February 2010
1st Choice Mortgage and Realty LLC November 2006 - November 2008
Skills
Refinance, Loans, Referrals, Mortgage Marketing, Finance, Commercial Real Estate, Financial Services, Rates, Investments, Credit, Sales, Banking
Education
Webster University 1995 — 1997
MBA, BUSINESS
University of Missouri-Columbia 1990 — 1994
BSBA, MARKETING
Carlson School of Management January 2014 - Present
WomenVenture December 2014 - March 2015
Citi June 2013 - September 2013
Volunteer Tax Assistance Program August 2012 - August 2013
Epicor Software Corp June 2012 - September 2012
China Minsheng Banking Corp.ltd September 2008 - November 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Account Management, Leadership, PowerPoint, Team Leadership, Microsoft Word, Public Speaking, Project Management, Teamwork, Business Analysis, Strategic Planning, Time Management, Process Improvement, Marketing Strategy
Education
University of Minnesota - Carlson School of Management
T. Rowe Price July 2015 - Present
T. Rowe Price January 2015 - Present
T. Rowe Price March 2013 - Present
T. Rowe Price November 2012 - March 2013
T. Rowe Price June 2012 - November 2012
3M May 2011 - August 2011
Cargill February 2007 - May 2010
Citi June 2007 - October 2007
Carlson Ventures Enterprise August 2005 - May 2006
Accenture May 2005 - August 2005
Skills
Financial Analysis, Business Strategy, Segmentation, Direct Sales, Consultative Selling, Marketing Strategy, Valuation, Investments, Product Management, Strategy, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration and Management
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
RiskAnalytics July 2015 - Present
k12itc July 2012 - July 2015
k12itc July 2012 - October 2013
Citi May 2011 - August 2011
Brocks Baseball Field Care and concessions May 2010 - August 2010
B4 and Beyond May 2005 - August 2010
Cerjo USA September 2009 - May 2010
Park Hill School District April 2008 - August 2008
Skills
Team Leadership, Automation, Powershell, C#, Bash, Process Automation, Databases, Networking, GNU/Linux, Microsoft Office, Problem Solving, Leadership, Customer Service, Analysis, Programming, Security, Social Networking, Inspiration, Management, Web Development, HTML, Photoshop, Team Building, User Interface Design, PHP, SharePoint, Strategic Financial..., Sales, .NET, Java
Education
University of Missouri-Columbia 2008 — 2012
Computer Science, Information Technology, Business
Park Hill South High School 2004 — 2008
Citi December 2005 - Present
Skills
Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, FHA, VA loans
Education
University of Missouri-Columbia 1984 — 1988
Bachelor of Arts (BA), Economics
Citi June 2012 - Present
Beyond Housing April 2004 - December 2012
Citi October 2010 - April 2012
CitiMortgage, Inc. 1997 - 2008
CitiMortgage, Inc. 1989 - 1997
CitiMortgage, Inc. 1983 - 1989
Office of the Comptroller of the Currency July 1979 - December 1981
Skills
Banking, Loans, Mortgage Lending, Risk Management, Credit, Portfolio Management, Finance, Customer Service, Marketing Strategy, Strategic Planning
Education
University of Missouri-Columbia 1976 — 1979
BSBA, Finance
Citi September 2003 - Present
International Energy Solutions July 2001 - September 2003
Skills
Refinance, Mortgage Lending, Loans, Mortgage Banking, Investment Properties, Finance, Sales, Loan Origination, Credit Analysis, Sales Management, Leadership, Customer Service
Education
University of Michigan-Flint
Business Administration and Management
Citi June 2011 - Present
Citi June 2009 - June 2011
Elsevier December 2008 - June 2009
CitiMortgage July 2007 - August 2008
National Maternity Hospital April 2007 - June 2007
VMA Group November 2006 - March 2007
Skills
Editing, Data Entry, Software Documentation, Analysis, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Outlook, PowerPoint, SPSS, Project Management, Banking
Education
University of Missouri-Columbia 2003 — 2006
Bachelor of Arts, English
Citi January 2004 - Present
Wells Fargo Home Mortgage February 2002 - January 2004
Skills
Microsoft Office, Credit, Loans, Risk Management, Underwriting, Customer Service, Change Management, Microsoft Excel, Process Improvement, Access, Management, Training, Due Diligence, Portfolio Management, Leadership
Education
University of Missouri-Columbia 1988 — 1992
BSBA
Citi June 2014 - Present
Citi June 2013 - August 2013
Wellington Management June 2012 - August 2012
Wellington Management June 2011 - August 2011
Stephen M. Ross School of Business September 2010 - May 2011
Prevett and Prevett, LLP June 2009 - August 2009
Skills
Trading, Financial Modeling, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Research, Valuation, Public Speaking, Microsoft Word, Financial Analysis, Portfolio Management, Strategy, Economics, Leadership, Analysis, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance, Strategy, Economics
Citi August 2012 - Present
Tous-KNOW Consulting January 2000 - Present
Citi Derivative Markets Inc. 2009 - August 2012
GolfNet 2008 - 2008
NRT Webservices July 2005 - December 2007
The Pillsbury Company 1996 - 2001
Information Advantage 1988 - 1993
Education
University of Minnesota-Twin Cities 1983 — 1988
BA
Post Foods March 2014 - Present
Hussmann October 2011 - March 2014
Ingersoll Rand September 2009 - October 2011
Ingersoll Rand July 2009 - December 2009
Ingersoll Rand June 2008 - October 2009
Ingersoll Rand October 2007 - October 2009
The Federal Reserve August 2007 - December 2007
Citi April 2006 - June 2007
Citi March 2003 - June 2007
Citi March 2001 - March 2003
Skills
PL/SQL, Project Planning, Project Coordination, Project Execution, MS Project, Visual Basic, SQL Server, Databases, Waterfall, Microsoft SQL Server, Project Management, Technical Support, Software Documentation, Servers, Troubleshooting, Windows, Active Directory, SharePoint, SQL, Vendor Management
Education
University of Missouri-Saint Louis 2000 — 2002
MBA, Executive
University of Missouri-Columbia 1988 — 1993
Philosophy, Computer Science
Ferguson Consulting Inc May 2014 - Present
KBM Group: Health Services May 2013 - May 2014
U.S. Bank August 2010 - May 2013
BeautiControl 2012 - 2013
Renaissance St. Louis, Inc. 2008 - 2012
Modis 2009 - 2010
GenCon 2008 - 2010
APS Healthcare November 2008 - June 2009
Citi March 1993 - November 2008
Citigroup 1998 - 2006
Skills
Workforce Development, Business Analysis, Project Management, Workforce Management, Visio, Vendor Management, Call Center, Process Improvement, Cross-functional Team..., Business Intelligence, Performance Management, Requirements..., Requirements Management, Requirements..., Requirements Gathering, Requirements Analysis, Requirements..., Report Development, Report Requirements, Liasoning, SQL, Call Centers, Customer Service, Software Documentation, Recruiting, Forecasting
Education
University of Missouri-Columbia 1988 — 1992
BAC. Science, Personal Financial Management Services
Aspect EWFM
Avaya University
Nice/Performix
St. Catherine Laboure
Citi December 2004 - Present
Citigroup Derivative Markets Inc December 2004 - Present
Knight Trading Group August 2000 - December 2004
Barr Engineering May 1998 - August 2000
Skills
Electronic Trading, Trading Systems, Equities, Market Data, Derivatives, Equity Derivatives, Fixed Income, Capital Markets, Options, Trading, Equity Trading, Market Making, Financial Markets
Education
University of Minnesota Duluth 1993 — 1998
BS in Electrical and Computer Engineering, Minors in Math and Computer Science
Sun Prairie High School
Citi March 2007 - Present
Citi 2007 - 2009
Merck & Co May 2006 - August 2006
Skills
Personnel Management, Employee Engagement, Onboarding, Performance Management, Vendor Management, Human Resources, Succession Planning, Employee Relations, Talent Management, Change Management, Organizational..., Coaching, Deferred Compensation, HRIS, Talent Acquisition, Recruiting
Education
University of Minnesota - Carlson School of Management 2005 — 2006
Masters in Human Resources and Industrial Relations
Citi Executive Vice PresidentCitibank N.A.1987 - Present
Citigroup 1985 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
Citi January 2004 - Present
Senate Majority/Republican Leader Trent Lott 1994 - 1999
Education
University of Mississippi 1988 — 1992
The Climate Corporation February 2014 - Present
Monsanto September 2013 - February 2014
Monsanto Company April 2012 - September 2013
Monsanto Company January 2011 - April 2012
Monsanto Company June 2009 - January 2011
Monsanto Company September 2007 - June 2009
Monsanto Company October 2006 - September 2007
Citi December 2004 - October 2006
Deloitte & Touche 1997 - 2004
Skills
SEC filings, Sarbanes-Oxley Act, Agriculture, Process Improvement, Cross-functional Team..., Financial Reporting, Financial Modeling, Internal Controls, SEC Financial Reporting, Mergers & Acquisitions, Finance, SAP, Financial Analysis, Financial Accounting, US GAAP, Strategic Planning, Management
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
EMBA
University of Missouri-Columbia 1993 — 1997
Bachelor of Science (BS), Accounting
University of Missouri-Columbia, College of Business 1993 — 1997
BsAcc, Accounting
Bank Leumi USA February 2015 - Present
Point 72 Asset Management 2008 - 2015
Churchill Financial 2007 - 2008
Citi 2000 - 2007
KPMG 1993 - 2000
Skills
Hedge Funds, Due Diligence, Valuation, Financial Services, Mergers & Acquisitions, Financial Risk, Securities, Loans, Structured Finance, Financial Markets, Finance, Strategic Financial..., SEC Financial Reporting, Private Equity, Venture Capital, International Finance, Banking, Securitization, Retail Banking, Financial Planning, Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
Abax Financial Derivatives Incorporated ConsultantStandard Chartered Bank2014 - 2014
Bank of America 2013 - 2014
Caxton Associates 2011 - 2013
Deutsche Bank 2010 - 2010
TD Ameritrade 2009 - 2010
J.P. Morgan (Investment Bank) 2008 - 2009
Freddie Mac 2007 - 2008
Citi 2005 - 2006
Morgan Stanley 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Data Architecture, Logical Data Modeling, Business Analysis, Financial Instruments, Operational Risk, Financial Futures, Commodity Markets, Securities, Options, Interest Rate Swaps, Reference Data, Master Data, Deal Creation, Liquidation, Position Management, Reporting, General Ledger, Subledger Accounting, Architectures, Private Equity, Financial Structuring, Sybase, Business Development, Due Diligence, Management, Competitive Analysis, Entrepreneurship, Valuation, Analysis, Trading, Investments, SDLC, Mergers & Acquisitions, Start-ups, Program Management, Management Consulting, Corporate Development, Corporate Finance, Venture Capital, Financial Modeling, Enterprise Architecture, Requirements Analysis
Education
University of Minnesota-Twin Cities 1969 — 1973
Aragon Pools and Spas December 2014 - Present
MB Financial Bank July 2013 - September 2014
Citi January 2012 - July 2013
WIS International December 2008 - December 2012
Castle Landscape June 1996 - November 2008
Skills
Sales Management, Process Improvement, Finance, Financial Analysis, Performance Management, Account Management, Management, Marketing, Forecasting, Sales, Business Development, New Business Development, Negotiation, Training, Leadership, Customer Service, Analysis, Loans, Credit, Mortgage Lending
Education
University of Michigan-Dearborn
Bachelor's, Business, Marketing, Communications
Citi November 1985 - Present
Skills
Portfolio Management, Banking, Risk Management
Education
University of Missouri-Columbia 1977 — 1981
BA, Computer Science
JPMorgan Chase September 2013 - Present
Citi November 2009 - August 2013
UBS Investment Bank January 2001 - November 2009
Davis Polk & Wardwell 1987 - 2001
Cravath, Swaine & Moore LLP September 1984 - January 1987
Skills
Capital Markets, Corporate Governance, Derivatives, Equities, Hedge Funds, Private Equity, Securities, Securities Regulation, Trading, Alternative Investments, Prime Brokerage, Structured Finance, Securitization, Due Diligence, Investment Banking
Education
University of Michigan Law School 1981 — 1984
J.D.
University of Pennsylvania 1977 — 1981
B.A.
Citi June 2012 - Present
Citi June 2009 - June 2012
Citi November 2004 - June 2009
Citi May 1999 - November 2004
Source One Mortgage Services Corp July 1983 - May 1999
Skills
Multi-Site Technology..., Vendor Management, People Management, Financial Analysis, Testing, Process Improvement, Risk Management, IT Audit, Financial Risk, SDLC, Sarbanes-Oxley Act, IT Strategy, Project Management, Business Continuity, Program Management
Education
University of Michigan-Dearborn
BSA
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Citi October 2009 - Present
Citi August 2006 - October 2009
Citi October 2004 - August 2006
Citi July 2000 - October 2004
Citi July 1998 - July 2000
Citi August 1996 - July 1998
Skills
Master Data Management, Banking, Data Governance, Vendor Management, Data Integration, Software Project..., IT Strategy, Financial Services, Business Continuity, Business Analysis, Enterprise Architecture, Offshoring, Predictive Analytics, Portfolio Management, Risk Management, Credit Cards, Requirements Analysis, Strategy, Financial Analysis, Governance, Financial Risk, SDLC, Business Intelligence, Management, Data Warehousing, Integration, Analytics, Analysis, ETL, Program Management, Project Portfolio..., Finance, Project Management, Business Process..., Cognos, PMO, Information Technology, Requirements Gathering, Data Modeling, Business Process..., Business Analytics, Teradata, Business Process, Business Transformation
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Saint Thomas
BA, Finance
Ford Motor Company November 2010 - Present
Citi July 2009 - November 2010
Citi 2002 - July 2009
Citi 2001 - 2002
Skills
Management, Finance, Mortgage Lending, Operations Management, Financial Analysis, Process Improvement, Forecasting, Analysis, Leadership, Performance Management
Education
Walsh College 2004 — 2009
MBA, MBA with Specialization in Finance
University of Michigan-Dearborn 1991 — 1995
BA, Psychology with minor in Political Science
Paragon Bank & Paragon Financial Solutions September 2014 - Present
Cornerstone Bank April 2013 - September 2014
Commercial Capital Investment January 2009 - April 2013
Community South 2006 - 2008
Citi 2004 - 2006
Skills
SBA, Loans, Credit, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Real Estate, Underwriting, Business Development, Refinance, Small Business, Commercial Mortgages, Finance, Portfolio Management
Education
University of Missouri-Columbia
Citi August 2015 - Present
CarVal Investors July 2008 - April 2015
Bear Stearns 2006 - 2008
Skills
Valuation, Financial Modeling, Capital Markets, Due Diligence, Corporate Finance, Investments, Investment Banking, Hedge Funds, Equities, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Accounting and Finance
Citi 2013 - Present
Citi 2010 - 2013
Citi 2005 - 2010
Edward Jones 2003 - 2005
GE Capital 2002 - 2003
GE Capital 2001 - 2002
Skills
Recruiting, Credit, Business Development, Training, Credit Cards, Management, Relationship Management
Education
University of Minnesota-Morris 1997 — 2001
Bachelor of Arts, Management
Franklin American Mortgage Company January 2012 - Present
Franklin American Mortgage Company April 2010 - January 2012
Citi March 2007 - February 2009
ABN AMRO January 2006 - March 2007
Old Interfirst Mortgage January 1997 - January 2006
Skills
Vendor Management, Software Deployment, Key Metrics, Mortgage Lending, Loans, Process Improvement, Risk Management, Banking, Mortgage Banking, Operations Management, Financial Risk, Change Management, Team Building
Education
University of Michigan-Dearborn 1986 — 1991
BA, Psychology
Fitch Ratings April 2013 - Present
Citi November 2005 - April 2013
Wells Fargo June 1999 - November 2005
Skills
Enterprise Risk..., Internal Audit, Operational Risk..., Operational Risk, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Risk Management, Accounting, Banking, Governance, Risk Assessment, Corporate Governance, Financial Analysis, Financial Reporting, Auditing, Fund Accounting, Financial Modeling, US GAAP, Finance, AML, Capital Markets
Education
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Science (B.S.), Human Resources Development
Natural Gourmet Institute 2007 — 2008
Chef, Chef's Training Program
Fannie Mae April 2013 - Present
Fannie Mae March 2011 - March 2013
Citi August 2010 - March 2011
Citi September 2009 - July 2010
Citi April 2009 - September 2009
Citi January 2008 - April 2009
Citi September 2006 - January 2008
WaMu 2005 - 2006
Harris Bank January 2003 - October 2005
Wells Fargo Home Mortgage 2001 - 2002
Skills
Mortgage Underwriting, Operations Management, Vendor Management, Training, Auditing
Education
University of Minnesota-Twin Cities 1995 — 2000
BA, Sociology, Law, Criminology
JPMorgan Chase September 2012 - Present
JPMorgan Chase September 2011 - September 2012
Citi November 2006 - September 2011
Chase July 2006 - October 2006
Target Financial Services January 2002 - November 2005
Associated Bank November 2000 - January 2002
Skills
Loans, Analysis, Banking, Credit Cards, Financial Risk, Leadership, MIS, Management, Mortgage Lending, Process Improvement, Team Management
Education
University of Minnesota - Carlson School of Management 2002 — 2005
Finance, International Business
Citi June 2015 - August 2015
Dish Network December 2013 - May 2014
Dish Network March 2013 - December 2013
Dish Network December 2012 - March 2013
Dish Network August 2011 - December 2012
Teledyne Storm Products December 2010 - June 2011
Camtron Systems May 2009 - August 2009
Monroe Capital May 2008 - August 2008
Monroe Capital May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Program Management, Budget Management, Cost Analysis, Research, Mathematics, Microsoft Office, Matlab, AutoCAD, Solidworks, Solid Edge, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2010
B.S., Biomedical (Mechanical) Engineering
Fenwick HS
Fenwick HS
HSBC March 2009 - Present
HSBC July 2004 - March 2009
Citi April 1999 - July 2004
Skills
ITIL Implementation, Service Management, Software Delivery, Application Support, IT Service Management, Production Support, Infrastructure, Data Migration, Help Desk Support, Release Management, System Deployment, Service Desk, Information Technology, Information Systems, Technical Support, IT Operations, IT Management, Problem Management, COBIT, IT Audit, Requirements Gathering, PRINCE2, Incident Management, ITIL v3 Foundations...
Education
University of the Philippines Open University
Bachelor's Degree, Multimedia Studies
University of Mindanao
BS Engineering, Chemical Engineering
University of the Philippines
CITIC-CP Asset Management Manager June 2013 - Present
Citi January 2012 - June 2012
Wyndham Worldwide April 2011 - August 2011
Carlson School of Management 2010 - 2011
Skills
Cross-functional Team..., Team Management, Leadership Development, Communication, Piano Playing, Sports, Mandarin, Travel Planning
Education
William E. Simon School of Business 2012 — 2013
Master's degree, Finance and Financial Management Services
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Citi October 2012 - Present
CitiMortgage August 1986 - October 2012
Apex Oil March 1983 - August 1986
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Marketing
Plante Moran June 2014 - Present
Plante Moran Financial Advisors March 2013 - Present
Fifth Third Securities September 2009 - March 2013
Citi March 2003 - August 2008
Ameriprise Financial Services, Inc. February 1998 - March 2003
Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance, General
Wells Fargo Advisors November 2009 - Present
UBS February 2007 - November 2009
Citi December 1999 - February 2007
Textron 1998 - 1999
Textron 1985 - 1998
United States Marine Corps 1974 - 1976
Skills
Certified Financial..., Customer Service, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching
Education
University of Michigan-Flint 1976 — 1979
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Western Michigan University 1972 — 1973
Texell Credit Union February 2013 - Present
George Ferretti CPA Consulting May 2012 - February 2013
Tropical Financial Credit Union November 1998 - May 2012
The Keyes Company July 1995 - September 1998
American Savings June 1993 - September 1995
PRECISION MEDICAL BILLING, INC. (PreMed, Inc.) June 1992 - June 1993
Citi July 1980 - June 1992
ARTHUR YOUNG & CO. May 1974 - May 1979
Skills
Financial Analysis, Mortgage Lending, Financial Services, Accounting, Finance, Process Improvement, Employee Benefits, Microsoft Excel, Strategic Planning, Banking, Outlook, Forecasting, Project Planning, Loans, Auditing, PowerPoint, ALM, Funds Transfer Pricing, Budget, Cash Management, GAAP, Due Diligence, CPA, Variance Analysis, Microsoft Office, Enterprise Risk..., Acquisition Integration, Banking Relationships, Mergers, IRSA, Gap Analysis, Budgets, Corporate FP&A, Investments, Mergers & Acquisitions, Strategic Financial..., Treasury Management, Credit Unions
Education
Saint Louis University, MBA 1979 — 1980
M.B.A., Finance
University of Missouri-Columbia 1970 — 1974
B.S., Accounting
Centene Corporation July 2013 - Present
Citi March 2012 - June 2013
Verizon Business August 2011 - May 2012
Waterway Gas & Wash April 2011 - December 2011
University of Missouri Fermentation Club August 2008 - December 2010
Financial Management Association September 2009 - May 2010
The Seaport Group December 2008 - June 2009
Skills
Bloomberg Terminal, Microsoft Excel, Forecasting, Leadership, Pricing, Outlook, Microsoft Office, Access, PowerPoint, Microsoft Word, Customer Service, Financial Modeling, Management, Project Management, Marketing, Budgets, Credit, VBA, Process Improvement, Team Leadership, Strategic Planning, Financial Analysis, PeopleSoft, Business Analysis, Invoicing, Strategic Financial..., Risk Management, Equities, Investments, Teamwork, Banking, Data Analysis, Portfolio Management, Finance, Analysis, Payroll, SQL, Financial Reporting, Analytics, Databases, Business Development, Requirements Gathering
Education
University of Missouri-Columbia 2006 — 2010
Bachelor's Degree
Citi November 2012 - Present
Citi August 2007 - October 2012
Quicken Loans April 2002 - August 2007
Quicken Loans January 2001 - April 2002
Skills
Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, Financial Services, FHA, Investments, Portfolio Management, Credit Analysis, Wealth Management, Risk Management, Finance, Retail Banking, VA loans, Financial Analysis, Credit Risk
Education
University of Michigan-Dearborn 1990 — 1995
Bachelor of Science (B.S.), Political Science and Government
Citi May 2012 - Present
Dr. Troy M Nelson D.O. PharmD.,MPH.,FAC P. October 2007 - May 2012
Citifinaancial October 1991 - October 2006
Skills
Medical Billing, Medical Terminology, CPT, Medical Coding, Outlook, Medisoft, Process Scheduler, Interviews, Time Management
Education
Harrisburg High School Harrisburg Mo 1958 — 1961
University of Missouri-Columbia
Pre-Veterinary Studies
First Rate Mortgage Powered By Delmar Financial August 2015 - Present
Citi February 2013 - July 2015
Wells Fargo Advisors Via K-Force May 2012 - January 2013
Wells Fargo Advisors via K-Force November 2011 - April 2012
Skills
Customer Service
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's of Science, Finance, Finance and Real Estate
ATI Career Training Center September 2010 - Present
Citi September 2007 - May 2010
South Delta School District October 2006 - August 2007
Skills
Microsoft Office, Compliance, Mortgage Servicing
Education
University of Mississippi 2001 — 2006
B.A., English
Citi January 2013 - Present
Providence Bank March 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Internal Audit, Banking, Auditing, Internal Controls, Mortgage Lending, Operational Risk, Loan Origination, Accounting, Access, Risk Management, Vendor Management, Management, Loans, Business Analysis, Analysis
Education
University of Missouri-Saint Louis 2001 — 2004
Bachelor's degree, Accounting
University of Missouri-Columbia 2000 — 2001
Citi July 2015 - Present
Skills
Facebook, Final Cut Pro, Social Media, Fundraising, Blogging, PowerPoint, Advertising, Social Media Marketing, Social Networking, Marketing, Research, CRM, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
CIT Corporate Finance, Healthcare February 2015 - Present
CIT Corporate Finance, Healthcare January 2012 - February 2015
Barclays Capital May 2006 - November 2011
Citi June 1996 - April 2006
Accenture August 1990 - July 1995
Skills
Private Equity, Hedge Funds, Capital Markets, Credit Analysis, Due Diligence, Fixed Income, Equities, Portfolio Management, Alternative Investments, Financial Modeling, Financial Structuring, Valuation, LBO, Securities
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.)
Citi January 2005 - Present
Citi July 2003 - December 2004
Citi July 2000 - July 2003
Skills
People Management, Organizational Design &..., Talent Management, Executive Coaching, Performance Management, Employee Relations, Human Resources, Recruiting, Organizational..., Leadership Development, Change Management, Succession Planning, Deferred Compensation, Coaching, Onboarding, Workforce Planning
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Master of Arts (M.A.), Industrial Relations
University of Minnesota-Twin Cities 1988 — 1995
Bachelor of Arts (B.A.), Political Science
Wells Fargo June 2013 - Present
Citi May 2011 - Present
JPMorgan Chase September 2009 - May 2011
Wachovia Bank June 2007 - September 2009
Skills
Banking, Financial Analysis, Credit, Retail Banking, Loans, Credit Risk, Commercial Banking, Relationship Management, Financial Modeling, Risk Management, Fixed Income, Portfolio Management, Sales
Education
University of Missouri-Columbia 1982 — 1985
Master's degree, Educational Administration and Supervision
University of Missouri-Columbia
Bachelor's degree, Education, 3.7
Citi March 2001 - Present
Education
University of Missouri-Columbia 1996 — 2000
Bachelor of Science (BS), Psychology
Citi 2007 - 2013
Skills
Inside Sales, B2B..., Financial Services, Credit, Customer Service, Banking
Education
University of Michigan-Dearborn
Bachelor's Degree, Communications and Media Studies
Citi October 2010 - May 2014
Citi February 2003 - October 2010
Citi August 2001 - February 2003
Citi September 1999 - August 2001
Citi July 1995 - August 1999
Skills
Mortgage Banking, Sales Management, Microsoft Excel, Windows, Sales Presentations, Outlook, Public Speaking, Strategic Planning, Budgets, Microsoft Word, Customer Service, PowerPoint, Salesforce.com, Management, Sales, Leadership, CRM, Relationship Management, Loans, Banking, Mortgage Lending, Finance
Education
University of Missouri-Columbia 1983 — 1984
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Citi September 2014 - Present
Education
University of Missouri-Columbia
Bachelor of Science and Business Administration, Personnel Management