Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
Citi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citi Salaries. You can even request information on how much does Citi pay if you want to. Learn about salaries, pros and cons of working for Citi directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Employee
Years
Job
Industry
Billy Tong Billy Tong's Citi Experience September 2014 - Present
Job Sr. Vice President at Citi
Industry Information Technology and Services
Experience
Citi September 2014 - Present
Barclays Investment Bank January 2014 - August 2014
Sabre Holdings November 2008 - November 2013
Sabre Holdings October 1996 - November 2008
Marcam Solutions March 1996 - October 1996
Sabre Airline Solutions 1990 - March 1996
Skills
Orace Database and..., Management, Agile Project Management, Databases, Integration, Agile Methodologies, Software Documentation, IT Management, Enterprise Software, Project Planning, Data Warehousing, Database Administration, ITIL, Database Design, Oracle, Test Driven Development, Requirements Analysis, Budgets, SDLC, IT Strategy, Software Development, Program Management, Business Analysis, Enterprise Architecture, Data Modeling, SOA, Leadership, SQL, Business Intelligence, Software Project..., Solaris, Cloud Computing, System Administration, Project Management, Scrum, Web Services, Unix
Education
University of New Orleans 1983 — 1988
BS, Computer Science
Citi September 2014 - Present
Barclays Investment Bank January 2014 - August 2014
Sabre Holdings November 2008 - November 2013
Sabre Holdings October 1996 - November 2008
Marcam Solutions March 1996 - October 1996
Sabre Airline Solutions 1990 - March 1996
Skills
Orace Database and..., Management, Agile Project Management, Databases, Integration, Agile Methodologies, Software Documentation, IT Management, Enterprise Software, Project Planning, Data Warehousing, Database Administration, ITIL, Database Design, Oracle, Test Driven Development, Requirements Analysis, Budgets, SDLC, IT Strategy, Software Development, Program Management, Business Analysis, Enterprise Architecture, Data Modeling, SOA, Leadership, SQL, Business Intelligence, Software Project..., Solaris, Cloud Computing, System Administration, Project Management, Scrum, Web Services, Unix
Education
University of New Orleans 1983 — 1988
BS, Computer Science
Levent Gurol's Citi Experience April 2005 - January 2009
Job Senior Management & IT Consulting Professional
Industry Investment Banking
Experience
Astrum Consulting LLC January 2009 - Present
Royal Bank of Canada March 2011 - August 2013
Barclays Capital May 2010 - March 2011
Astrum Consulting LLC January 2009 - May 2010
Citi April 2005 - January 2009
CGI (formerly AMS) July 2000 - April 2005
Red Room January 1998 - July 2000
Skills
Business Analysis, Risk Management, Capital Markets, Fixed Income, SDLC, Investment Banking, Financial Services, Equities, Derivatives, Portfolio Management, Financial Modeling, Project Management, Vendor Management, Credit Risk, Program Management, Change Management, Financial Risk, Finance
Education
University of New Orleans 1996 — 1997
MBA, Finance
Uludag University 1991 — 1995
BS, Business Administration
Astrum Consulting LLC January 2009 - Present
Royal Bank of Canada March 2011 - August 2013
Barclays Capital May 2010 - March 2011
Astrum Consulting LLC January 2009 - May 2010
Citi April 2005 - January 2009
CGI (formerly AMS) July 2000 - April 2005
Red Room January 1998 - July 2000
Skills
Business Analysis, Risk Management, Capital Markets, Fixed Income, SDLC, Investment Banking, Financial Services, Equities, Derivatives, Portfolio Management, Financial Modeling, Project Management, Vendor Management, Credit Risk, Program Management, Change Management, Financial Risk, Finance
Education
University of New Orleans 1996 — 1997
MBA, Finance
Uludag University 1991 — 1995
BS, Business Administration
Tangela Nixon's Citi Experience November 2001 - May 2004
Job Operations Manager at Sitel Work At Home
Industry Outsourcing/Offshoring
Experience
Sitel October 2014 - Present
Xerox March 2012 - October 2014
Sitel June 2009 - March 2012
Bank of America May 2008 - May 2009
Bank of America August 2006 - May 2008
Bank of America August 2004 - August 2006
Citi November 2001 - May 2004
Skills
Workforce Management, Vendor Management, Call Center, Process Improvement, Operations Management, Call Centers, Customer Satisfaction, Coaching, Service Delivery, Team Building, Outsourcing, Customer Experience, BPO, Performance Management, Leadership, Team Leadership, Talent Acquisition, Quality Assurance, Business Analysis, Recruiting, Management, Program Management, Change Management, Call Center Development, Business Process..., Banking, Troubleshooting, Strategic Planning, CRM
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Communications
Sitel October 2014 - Present
Xerox March 2012 - October 2014
Sitel June 2009 - March 2012
Bank of America May 2008 - May 2009
Bank of America August 2006 - May 2008
Bank of America August 2004 - August 2006
Citi November 2001 - May 2004
Skills
Workforce Management, Vendor Management, Call Center, Process Improvement, Operations Management, Call Centers, Customer Satisfaction, Coaching, Service Delivery, Team Building, Outsourcing, Customer Experience, BPO, Performance Management, Leadership, Team Leadership, Talent Acquisition, Quality Assurance, Business Analysis, Recruiting, Management, Program Management, Change Management, Call Center Development, Business Process..., Banking, Troubleshooting, Strategic Planning, CRM
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Communications
Nabil Khan Nabil Khan's Citi Experience 2012 - 2013
Job Senior Consultant at EY
Industry Financial Services
Experience
EY August 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
EY June 2014 - August 2014
Citi 2012 - 2013
Citi 2011 - 2012
Citi 2009 - 2010
Citi 2009 - 2009
Skills
Portfolio Management, Banking, Financial Analysis, Finance, Analysis, Financial Modeling, Corporate Finance, Dodd Frank Regulations, Risk Management, Financial Consulting, Financial Risk, Volcker Regulations, Forecasting, Management, Business Analysis, Analytics, Project Management, Investments, Due Diligence, Product Management, Business Strategy, Credit, Strategic Financial..., Credit Cards, Cash Management, Investment Banking, Liquidity Management, Capital Markets, Regulatory Affairs, Corporate Branding
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
EY August 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
EY June 2014 - August 2014
Citi 2012 - 2013
Citi 2011 - 2012
Citi 2009 - 2010
Citi 2009 - 2009
Skills
Portfolio Management, Banking, Financial Analysis, Finance, Analysis, Financial Modeling, Corporate Finance, Dodd Frank Regulations, Risk Management, Financial Consulting, Financial Risk, Volcker Regulations, Forecasting, Management, Business Analysis, Analytics, Project Management, Investments, Due Diligence, Product Management, Business Strategy, Credit, Strategic Financial..., Credit Cards, Cash Management, Investment Banking, Liquidity Management, Capital Markets, Regulatory Affairs, Corporate Branding
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Jessica Kuykendall Jessica Kuykendall's Citi Experience April 2015 - Present
Job Vice President; Goal Setting Analyst at Citi
Industry Marketing and Advertising
Experience
Citi April 2015 - Present
Time Warner Cable Media June 2014 - April 2015
Time Warner Cable Media July 2013 - June 2014
Time Warner Cable Media August 2012 - July 2013
Skills
Management, Sales, Advertising, Online Advertising, Marketing, Human Resources, Finance
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor of Science (B.Sc.), Marketing
University of North Carolina at Pembroke 2007 — 2009
Marketing
Citi April 2015 - Present
Time Warner Cable Media June 2014 - April 2015
Time Warner Cable Media July 2013 - June 2014
Time Warner Cable Media August 2012 - July 2013
Skills
Management, Sales, Advertising, Online Advertising, Marketing, Human Resources, Finance
Education
University of North Carolina at Charlotte 2009 — 2012
Bachelor of Science (B.Sc.), Marketing
University of North Carolina at Pembroke 2007 — 2009
Marketing
Hana Dinh's Citi Experience January 2012 - June 2012
Job Product Specialist at Cornerstone OnDemand
Industry Information Technology and Services
Experience
Cornerstone OnDemand May 2014 - Present
University of New South Wales July 2013 - November 2013
Goldman Sachs July 2012 - December 2012
Citi January 2012 - June 2012
University of New South Wales March 2011 - August 2011
UBS November 2010 - February 2011
Skills
Financial Markets, Bloomberg, Financial Modeling, Investment Banking, Valuation, Fixed Income, Financial Analysis
Education
University of New South Wales 2010 — 2013
Bachelor of Commerce (B.Com.), Finance Honours
University of North Carolina at Chapel Hill 2011 — 2011
International Exchange, Finance
PLC
Cornerstone OnDemand May 2014 - Present
University of New South Wales July 2013 - November 2013
Goldman Sachs July 2012 - December 2012
Citi January 2012 - June 2012
University of New South Wales March 2011 - August 2011
UBS November 2010 - February 2011
Skills
Financial Markets, Bloomberg, Financial Modeling, Investment Banking, Valuation, Fixed Income, Financial Analysis
Education
University of New South Wales 2010 — 2013
Bachelor of Commerce (B.Com.), Finance Honours
University of North Carolina at Chapel Hill 2011 — 2011
International Exchange, Finance
PLC
Travis Cater Travis Cater's Citi Experience October 2011 - March 2012
Job Consumer Underwriter at Truliant Federal Credit Union
Industry Banking
Experience
Truliant Federal Credit Union August 2015 - Present
Truliant Federal Credit Union May 2014 - August 2015
Truliant Federal Credit Union April 2013 - May 2014
Truliant Federal Credit Union April 2012 - April 2013
Citi October 2011 - March 2012
BB&T May 2010 - October 2011
Charlotte Swim Club Management April 2008 - September 2008
Skills
Sales, Credit Analysis, Loan Servicing, IRAs, Data Entry, Remittance Processing, Customer Service, Team Management, Business Services, Credit, Loans
Education
University of North Carolina at Charlotte 2007 — 2009
Bachelors, Anthropology, focus in Cultures & Economics
Truliant Federal Credit Union August 2015 - Present
Truliant Federal Credit Union May 2014 - August 2015
Truliant Federal Credit Union April 2013 - May 2014
Truliant Federal Credit Union April 2012 - April 2013
Citi October 2011 - March 2012
BB&T May 2010 - October 2011
Charlotte Swim Club Management April 2008 - September 2008
Skills
Sales, Credit Analysis, Loan Servicing, IRAs, Data Entry, Remittance Processing, Customer Service, Team Management, Business Services, Credit, Loans
Education
University of North Carolina at Charlotte 2007 — 2009
Bachelors, Anthropology, focus in Cultures & Economics
Dean Clifford Dean Clifford's Citi Experience August 2011 - April 2013
Job Investigator Grants and Contracts Associate
Industry Pharmaceuticals
Experience
inVentiv Health September 2014 - Present
INC Research April 2013 - September 2014
Citi August 2011 - April 2013
Skills
Financial Analysis, Contract Negotiation, Budgets, Customer Service, Finance, Loans, Risk Management, Accounting, Negotiation, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Leadership, Microsoft Word
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science (BS), Finance, General
inVentiv Health September 2014 - Present
INC Research April 2013 - September 2014
Citi August 2011 - April 2013
Skills
Financial Analysis, Contract Negotiation, Budgets, Customer Service, Finance, Loans, Risk Management, Accounting, Negotiation, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Leadership, Microsoft Word
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science (BS), Finance, General
Katharyn Dolan Katharyn Dolan's Citi Experience November 2013 - Present
Job Hedge Fund Accountant at Citi
Industry Business Supplies and Equipment
Experience
Citi November 2013 - Present
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Social Media, Time Management, Research, Teamwork
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
BS Business Administration, Finance
Citi November 2013 - Present
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Social Media, Time Management, Research, Teamwork
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
BS Business Administration, Finance
Robert Register's Citi Experience June 2015 - Present
Job Sales & Trading Analyst at Citi
Industry Banking
Experience
Citi June 2015 - Present
UNC-Chapel Hill August 2011 - May 2015
Citi June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Trading, Social Media
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Science (B.S.) in Business Administration
UNC Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Citi June 2015 - Present
UNC-Chapel Hill August 2011 - May 2015
Citi June 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Trading, Social Media
Education
UNC Chapel Hill 2011 — 2015
Bachelor of Science (B.S.) in Business Administration
UNC Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Heather Mullins Heather Mullins's Citi Experience May 2007 - January 2012
Job Mortgage Loan Originator at North Alabama Mortgage, Inc.
Industry Financial Services
Experience
North Alabama Mortgage, Inc. February 2012 - Present
Citi May 2007 - January 2012
Skills
Loans, Budgets, Consulting, Customer Service, Customer Satisfaction, Teaching, Sales, Advertising, Promotions, Networking, Small Business, Office Administration, Organization
Education
University of North Alabama 2000 — 2003
Bachelor of Business Administration (BBA), Marketing with a minor in business administration
Buckhorn High School 1994 — 1998
North Alabama Mortgage, Inc. February 2012 - Present
Citi May 2007 - January 2012
Skills
Loans, Budgets, Consulting, Customer Service, Customer Satisfaction, Teaching, Sales, Advertising, Promotions, Networking, Small Business, Office Administration, Organization
Education
University of North Alabama 2000 — 2003
Bachelor of Business Administration (BBA), Marketing with a minor in business administration
Buckhorn High School 1994 — 1998
Yueming Xing Yueming Xing's Citi Experience June 2011 - August 2011
Job Manager, Modeling & Analytics at American Express
Industry Investment Banking
Experience
American Express August 2014 - Present
JPMorgan Chase January 2013 - August 2014
EF Education First July 2012 - December 2012
Citi June 2011 - August 2011
Skills
SAS programming, SQL, Credit Risk Management, Financial Statement..., Big Data, CRM, CCAR, Statistical Modeling, Data Analytics, SAS, Microsoft Excel, C++
Education
University of North Carolina at Chapel Hill 2010 — 2012
Master's Degree, Statistics
Guangdong University of Finance and Economics 2006 — 2010
Bachelor's Degree, Computational Mathematics, Graduated with Highest Distinction
American Express August 2014 - Present
JPMorgan Chase January 2013 - August 2014
EF Education First July 2012 - December 2012
Citi June 2011 - August 2011
Skills
SAS programming, SQL, Credit Risk Management, Financial Statement..., Big Data, CRM, CCAR, Statistical Modeling, Data Analytics, SAS, Microsoft Excel, C++
Education
University of North Carolina at Chapel Hill 2010 — 2012
Master's Degree, Statistics
Guangdong University of Finance and Economics 2006 — 2010
Bachelor's Degree, Computational Mathematics, Graduated with Highest Distinction
Yifei (Yify) Zhang's Citi Experience 2011 - 2011
Job Strategy and Analytics at Trunk Club
Industry Management Consulting
Experience
McKinsey & Company 2013 - 2015
GE Capital 2012 - 2012
Citi 2011 - 2011
Skills
Corporate Finance, Valuation, Financial Analysis, Bloomberg, Business Strategy, Portfolio Management, Investments, Financial Modeling, Economics, Analysis, Investment Banking, Fixed Income, Data Analysis, Capital Markets, Equities, Finance, Private Equity, Asset Managment
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor's Degree, International Business 2nd Major in Music, 3.9/4.0
NC School of Science and Mathematics
McKinsey & Company 2013 - 2015
GE Capital 2012 - 2012
Citi 2011 - 2011
Skills
Corporate Finance, Valuation, Financial Analysis, Bloomberg, Business Strategy, Portfolio Management, Investments, Financial Modeling, Economics, Analysis, Investment Banking, Fixed Income, Data Analysis, Capital Markets, Equities, Finance, Private Equity, Asset Managment
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor's Degree, International Business 2nd Major in Music, 3.9/4.0
NC School of Science and Mathematics
Edgard Puente's Citi Experience June 2012 - July 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Banco Santander October 2013 - November 2014
Banco Santander March 2013 - September 2013
University of North Carolina at Chapel Hill August 2010 - December 2012
Citi June 2012 - July 2012
Citi June 2010 - August 2010
C.A.S.S. January 2009 - June 2010
Skills
Problem Solving, Teamwork, Stata, Microsoft Office, Financial Analysis, Corporate Finance, Market Analysis, Monetary Policy, Bloomberg, Economics, Fixed Income, Trading, Emerging Markets, Macroeconomics
Education
University of North Carolina at Chapel Hill 2010 — 2012
B.A., Economics
American Institute of Higher Education 2008 — 2010
Business Administration
Morgan Stanley December 2014 - Present
Banco Santander October 2013 - November 2014
Banco Santander March 2013 - September 2013
University of North Carolina at Chapel Hill August 2010 - December 2012
Citi June 2012 - July 2012
Citi June 2010 - August 2010
C.A.S.S. January 2009 - June 2010
Skills
Problem Solving, Teamwork, Stata, Microsoft Office, Financial Analysis, Corporate Finance, Market Analysis, Monetary Policy, Bloomberg, Economics, Fixed Income, Trading, Emerging Markets, Macroeconomics
Education
University of North Carolina at Chapel Hill 2010 — 2012
B.A., Economics
American Institute of Higher Education 2008 — 2010
Business Administration
Jayesh Taunk Jayesh Taunk's Citi Experience June 2010 - August 2010
Job Associate at SK Capital Partners
Industry Venture Capital & Private Equity
Experience
SK Capital Partners March 2015 - Present
Vestar Capital Partners August 2013 - February 2015
Morgan Stanley June 2011 - July 2013
Citi June 2010 - August 2010
PricewaterhouseCoopers May 2009 - August 2009
BHP Billiton June 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration (Corporate Finance concentration)
SK Capital Partners March 2015 - Present
Vestar Capital Partners August 2013 - February 2015
Morgan Stanley June 2011 - July 2013
Citi June 2010 - August 2010
PricewaterhouseCoopers May 2009 - August 2009
BHP Billiton June 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration (Corporate Finance concentration)
Aviran Burstein Aviran Burstein's Citi Experience January 2013 - Present
Job VP at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi April 2009 - December 2012
Citi July 2007 - March 2009
Citigroup July 2006 - July 2007
Israel Defense Forces November 1998 - November 2001
Skills
Asset Managment, Strategy, Financial Modeling, Business Process..., Banking, Budgets, Forecasting, Valuation, Portfolio Management, Investment Banking, Private Equity, Securities, Business Analysis, Market Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
BSBA, Business Admistration - Finanace concentration
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
BSBA, Business Admistration
Citi January 2013 - Present
Citi April 2009 - December 2012
Citi July 2007 - March 2009
Citigroup July 2006 - July 2007
Israel Defense Forces November 1998 - November 2001
Skills
Asset Managment, Strategy, Financial Modeling, Business Process..., Banking, Budgets, Forecasting, Valuation, Portfolio Management, Investment Banking, Private Equity, Securities, Business Analysis, Market Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
BSBA, Business Admistration - Finanace concentration
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
BSBA, Business Admistration
William (Billy) Paul's Citi Experience June 2007 - June 2008
Job Senior Staff Engineer at Aerohive
Industry Information Technology and Services
Experience
Aerohive July 2015 - Present
Eutopian Endeavors LLC October 2014 - Present
Nike 2011 - 2015
Portland State University October 2013 - November 2014
Red Hat June 2008 - April 2013
Citi June 2007 - June 2008
Curtiss-Wright Controls May 2006 - June 2007
Skills
JBoss Application Server, SOA, Enterprise Architecture, Agile Methodologies, Software Development, Java, Open Source, Spring, Tomcat, Java Enterprise Edition, Apache, Linux, DevOps, Chef, Yoga Instruction, Project Management
Education
University of North Carolina at Charlotte 2001 — 2006
B.S., Electrical Engineering
Aerohive July 2015 - Present
Eutopian Endeavors LLC October 2014 - Present
Nike 2011 - 2015
Portland State University October 2013 - November 2014
Red Hat June 2008 - April 2013
Citi June 2007 - June 2008
Curtiss-Wright Controls May 2006 - June 2007
Skills
JBoss Application Server, SOA, Enterprise Architecture, Agile Methodologies, Software Development, Java, Open Source, Spring, Tomcat, Java Enterprise Edition, Apache, Linux, DevOps, Chef, Yoga Instruction, Project Management
Education
University of North Carolina at Charlotte 2001 — 2006
B.S., Electrical Engineering
Anne Foreman Anne Foreman's Citi Experience June 2014 - Present
Job Vice President, Senior Communications Specialist at OneMain Financial (Citi)
Industry Public Relations and Communications
Experience
Citi June 2014 - Present
Marriner Marketing Communications October 2013 - June 2014
Edelman June 2011 - October 2013
Jackie Cooper PR September 2010 - December 2010
CBS Radio June 2010 - August 2010
1010 WINS June 2010 - August 2010
Skills
Media Relations, Press Releases, Corporate Social..., Social Media, Crisis Communications, Public Relations, Corporate Communications, Message Development, Executive Visibility, Strategic Partnerships, Strategic Philanthropy, Cause Marketing, Strategic Communications, Strategy, Philanthropy
Education
University of North Carolina at Chapel Hill
Journalism
Citi June 2014 - Present
Marriner Marketing Communications October 2013 - June 2014
Edelman June 2011 - October 2013
Jackie Cooper PR September 2010 - December 2010
CBS Radio June 2010 - August 2010
1010 WINS June 2010 - August 2010
Skills
Media Relations, Press Releases, Corporate Social..., Social Media, Crisis Communications, Public Relations, Corporate Communications, Message Development, Executive Visibility, Strategic Partnerships, Strategic Philanthropy, Cause Marketing, Strategic Communications, Strategy, Philanthropy
Education
University of North Carolina at Chapel Hill
Journalism
Paul Beland Paul Beland's Citi Experience March 2011 - August 2011
Job VP at ISS / Chair of RICS Americas Regulatory Board
Industry Capital Markets
Experience
RICS August 2015 - Present
ISS September 2013 - Present
RICS August 2014 - Present
Lazard August 2011 - June 2013
Citi March 2011 - August 2011
Proofpoint January 2009 - January 2011
Apollo Information Systems January 2008 - January 2009
Citi June 2005 - January 2008
Citi June 2003 - June 2005
Citi January 1998 - June 2003
Education
University of North Carolina at Chapel Hill 1994 — 1996
BA, Economics with Honors
Northern Highlands Regional High School 1988 — 1992
High School Diploma
RICS August 2015 - Present
ISS September 2013 - Present
RICS August 2014 - Present
Lazard August 2011 - June 2013
Citi March 2011 - August 2011
Proofpoint January 2009 - January 2011
Apollo Information Systems January 2008 - January 2009
Citi June 2005 - January 2008
Citi June 2003 - June 2005
Citi January 1998 - June 2003
Education
University of North Carolina at Chapel Hill 1994 — 1996
BA, Economics with Honors
Northern Highlands Regional High School 1988 — 1992
High School Diploma
Suzanna Sanoyan Suzanna Sanoyan's Citi Experience September 2003 - April 2013
Job CEO & President
Industry Retail
Experience
Sky Shop Int'l April 2013 - Present
Citi September 2003 - April 2013
Skills
Customer Service, Customer Satisfaction, High Quality Standards, Lower Costs, Wholesale, retail, Marketing, Small Business, Sales, New Business Development, Business Planning, Finance, B2B, Sales Management, Forecasting, Banking, Product Development, Negotiation, Account Management, Trade Shows, Purchasing, Profit, Cross-functional Team..., Customer Experience, Hiring, Human Resources, Employee Training, Call Centers, Customer Retention, Retail, Refinance, Training, E-commerce, Business, Debt Management, Team Building, Management, Direct Sales, Sales Process, Coaching, Competitive Analysis, Time Management, Credit, Foreclosures, Inventory Management, Budgets, Contract Negotiation, Strategic Planning, Marketing Strategy
Education
University of North Carolina at Charlotte 2000 — 2002
Bachelor of Business Administration (BBA), Accounting and Business/Management
Sky Shop Int'l April 2013 - Present
Citi September 2003 - April 2013
Skills
Customer Service, Customer Satisfaction, High Quality Standards, Lower Costs, Wholesale, retail, Marketing, Small Business, Sales, New Business Development, Business Planning, Finance, B2B, Sales Management, Forecasting, Banking, Product Development, Negotiation, Account Management, Trade Shows, Purchasing, Profit, Cross-functional Team..., Customer Experience, Hiring, Human Resources, Employee Training, Call Centers, Customer Retention, Retail, Refinance, Training, E-commerce, Business, Debt Management, Team Building, Management, Direct Sales, Sales Process, Coaching, Competitive Analysis, Time Management, Credit, Foreclosures, Inventory Management, Budgets, Contract Negotiation, Strategic Planning, Marketing Strategy
Education
University of North Carolina at Charlotte 2000 — 2002
Bachelor of Business Administration (BBA), Accounting and Business/Management
Gary Traynor's Citi Experience June 1996 - August 1996
Job Chief Financial Officer at Zags
Industry Venture Capital & Private Equity
Experience
Zags June 2014 - Present
BA-Insight June 2011 - May 2014
Umami Co April 2011 - September 2011
Blue Flame Data August 2005 - September 2006
Portero February 2004 - June 2005
Morgan Stanley March 2000 - June 2003
Bear Stearns August 1997 - March 2000
Citi June 1996 - August 1996
Center For Democracy and Free Enterprise (NATO Funded) June 1995 - August 1995
GE Capital June 1994 - August 1994
Skills
Private Equity, Investment Banking, Capital Markets, Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Corporate Finance, IPO, Valuation, Financial Modeling, Business Strategy, Divestitures, Entrepreneurship, M&A experience, Management, Executive Management, Strategy, Capital, Finance, Managerial Finance, Mergers & Acquisitions, Start-up
Education
University of North Carolina at Chapel Hill 1993 — 1997
JD/MBA
Washington University in St. Louis 1985 — 1989
BSBA
Zags June 2014 - Present
BA-Insight June 2011 - May 2014
Umami Co April 2011 - September 2011
Blue Flame Data August 2005 - September 2006
Portero February 2004 - June 2005
Morgan Stanley March 2000 - June 2003
Bear Stearns August 1997 - March 2000
Citi June 1996 - August 1996
Center For Democracy and Free Enterprise (NATO Funded) June 1995 - August 1995
GE Capital June 1994 - August 1994
Skills
Private Equity, Investment Banking, Capital Markets, Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Corporate Finance, IPO, Valuation, Financial Modeling, Business Strategy, Divestitures, Entrepreneurship, M&A experience, Management, Executive Management, Strategy, Capital, Finance, Managerial Finance, Mergers & Acquisitions, Start-up
Education
University of North Carolina at Chapel Hill 1993 — 1997
JD/MBA
Washington University in St. Louis 1985 — 1989
BSBA
Aris Dimitrakopoulos Aris Dimitrakopoulos's Citi Experience July 2012 - Present
Job Home & Mortgage Lending Officer | Jumbo Loan Specialist at Citi
Industry Real Estate
Experience
Citi July 2012 - Present
Skills
Foreclosures, Mortgage Lending, FHA, Refinance, Mortgage Banking, Loans, Loan Origination, Credit, Credit Analysis, Commercial Lending, Banking, Underwriting, Investment Properties, First Time Home Buyers, Real Estate, Financial Analysis, Investments, Consumer Lending, VA loans, Sales, Finance, FHA financing, Residential Mortgages, Real Estate Financing, FHA Financing
Education
University of New Hampshire
Citi July 2012 - Present
Skills
Foreclosures, Mortgage Lending, FHA, Refinance, Mortgage Banking, Loans, Loan Origination, Credit, Credit Analysis, Commercial Lending, Banking, Underwriting, Investment Properties, First Time Home Buyers, Real Estate, Financial Analysis, Investments, Consumer Lending, VA loans, Sales, Finance, FHA financing, Residential Mortgages, Real Estate Financing, FHA Financing
Education
University of New Hampshire
Angel Jia, CFA Angel Jia, CFA's Citi Experience July 2013 - March 2015
Job Quantitative Investment Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
Citi July 2013 - March 2015
Hutchin Hill Capital 2012 - 2013
UBS 2009 - 2012
UBS 2007 - 2009
Raytheon 2003 - 2005
Lucent Technologies 1999 - 2002
Skills
Equities, Fixed Income, Trading, Credit Derivatives, Options, Statistical Modeling, Statistical Arbitrage, Programming, Corporate Credit, Hedge Funds, VBA, CDS, Bonds, Derivatives, Trading Systems, Structured Products
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Worcester Polytechnic Institute 2000 — 2003
MS, Electrical Engineering
University of New Hampshire 1995 — 1999
BS, Electrical Engineering
T. Rowe Price April 2015 - Present
Citi July 2013 - March 2015
Hutchin Hill Capital 2012 - 2013
UBS 2009 - 2012
UBS 2007 - 2009
Raytheon 2003 - 2005
Lucent Technologies 1999 - 2002
Skills
Equities, Fixed Income, Trading, Credit Derivatives, Options, Statistical Modeling, Statistical Arbitrage, Programming, Corporate Credit, Hedge Funds, VBA, CDS, Bonds, Derivatives, Trading Systems, Structured Products
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
Worcester Polytechnic Institute 2000 — 2003
MS, Electrical Engineering
University of New Hampshire 1995 — 1999
BS, Electrical Engineering
Marta Bertsos's Citi Experience February 2012 - May 2012
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2014 - Present
Citi February 2012 - May 2012
Internal Revenue Service February 2012 - April 2012
Cott Corporation June 2011 - August 2011
Skills
Accounting, Tax, Microsoft Excel, Tax Returns, SAP, Income Tax
Education
University of Tampa - John H. Sykes College of Business 2012 — 2013
Master of Science (M.S.), Accounting
University of Tampa - John H. Sykes College of Business 2010 — 2012
Bachelor of Science (B.S.), Accounting
University of New Haven 2008 — 2010
Branford High School 2000 — 2004
McGladrey January 2014 - Present
Citi February 2012 - May 2012
Internal Revenue Service February 2012 - April 2012
Cott Corporation June 2011 - August 2011
Skills
Accounting, Tax, Microsoft Excel, Tax Returns, SAP, Income Tax
Education
University of Tampa - John H. Sykes College of Business 2012 — 2013
Master of Science (M.S.), Accounting
University of Tampa - John H. Sykes College of Business 2010 — 2012
Bachelor of Science (B.S.), Accounting
University of New Haven 2008 — 2010
Branford High School 2000 — 2004
Blake Ciperski Blake Ciperski's Citi Experience May 2015 - Present
Job Vice President
Industry Information Technology and Services
Experience
Citi May 2015 - Present
Citi November 2011 - May 2015
Citi January 2006 - November 2011
Citi December 2003 - January 2006
Skills
Change Management, Release Manager, Problem Management, SQL, Data Management, VBA, Data Quality, MS Office Suite, Cognos, Business Objects, Unix, Microsoft Office, SDLC, Quality Center, Project Portfolio..., PVCS, Databases, Business Analysis, Banking, Security, Access, Risk Management, Solution Architecture, IT Strategy, Software Documentation, Testing, Hadoop, Hive, Unix Shell Scripting, Data Warehousing, Microsoft SQL Server, Requirements Gathering, Data Migration, Requirements Analysis
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts, History
Don Bosco Prep 1995 — 1999
Citi May 2015 - Present
Citi November 2011 - May 2015
Citi January 2006 - November 2011
Citi December 2003 - January 2006
Skills
Change Management, Release Manager, Problem Management, SQL, Data Management, VBA, Data Quality, MS Office Suite, Cognos, Business Objects, Unix, Microsoft Office, SDLC, Quality Center, Project Portfolio..., PVCS, Databases, Business Analysis, Banking, Security, Access, Risk Management, Solution Architecture, IT Strategy, Software Documentation, Testing, Hadoop, Hive, Unix Shell Scripting, Data Warehousing, Microsoft SQL Server, Requirements Gathering, Data Migration, Requirements Analysis
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts, History
Don Bosco Prep 1995 — 1999
Brannon Henderson's Citi Experience November 2007 - August 2008
Job Director of Operations at ServiceLink, a Black Knight company
Industry Real Estate
Experience
ServiceLink, a Black Knight company September 2014 - Present
ServiceLink, a Black Knight company, nee REDC May 2010 - Present
GMAC ResCap August 2008 - May 2010
Citi November 2007 - August 2008
Homecomings Financial July 2001 - March 2007
Bank of America October 1998 - July 2001
Skills
Loans, Loss Mitigation, Foreclosures, Loan Origination, Mortgage Lending, Refinance, Customer Service, Underwriting, Finance, Mortgage Servicing, Real Estate, Mortgage Banking, Asset Management, Default, Short Sales, REO, Loan Servicing, Portfolio Management, FHA, Investment Properties, Credit, Management, Sales, Residential Mortgages, VA Loans, Banking
Education
University of New Orleans 1991 — 1996
Business Management
University Of New Orleans 1990 — 1995
Business Management, Business
ServiceLink, a Black Knight company September 2014 - Present
ServiceLink, a Black Knight company, nee REDC May 2010 - Present
GMAC ResCap August 2008 - May 2010
Citi November 2007 - August 2008
Homecomings Financial July 2001 - March 2007
Bank of America October 1998 - July 2001
Skills
Loans, Loss Mitigation, Foreclosures, Loan Origination, Mortgage Lending, Refinance, Customer Service, Underwriting, Finance, Mortgage Servicing, Real Estate, Mortgage Banking, Asset Management, Default, Short Sales, REO, Loan Servicing, Portfolio Management, FHA, Investment Properties, Credit, Management, Sales, Residential Mortgages, VA Loans, Banking
Education
University of New Orleans 1991 — 1996
Business Management
University Of New Orleans 1990 — 1995
Business Management, Business
Daniel O'Rear Daniel O'Rear's Citi Experience January 2013 - Present
Job VicePresident CTO GPA Global Tibco Support, CTO GPA EAM RTView Development, CTO GPA Monitoring
Industry Banking
Experience
Citi January 2013 - Present
Citi February 2007 - January 2013
Syniverse Technologies January 2005 - February 2007
In.vision Research February 2000 - October 2004
Skills
TIBCO, TIBCO EMS, Enterprise Architecture, Enterprise Content..., WebSphere MQ, EAI, Solaris, Oracle, SDLC, TIBCO iProcess, Web Services, SOA, XML, XSLT, Web Applications, REST, Weblogic, Databases, SQL, Websphere, ESB, Business Process Design, Software Development, Unix, Middleware
Education
University of North Alabama 1985 — 1990
CS/Math
Citi January 2013 - Present
Citi February 2007 - January 2013
Syniverse Technologies January 2005 - February 2007
In.vision Research February 2000 - October 2004
Skills
TIBCO, TIBCO EMS, Enterprise Architecture, Enterprise Content..., WebSphere MQ, EAI, Solaris, Oracle, SDLC, TIBCO iProcess, Web Services, SOA, XML, XSLT, Web Applications, REST, Weblogic, Databases, SQL, Websphere, ESB, Business Process Design, Software Development, Unix, Middleware
Education
University of North Alabama 1985 — 1990
CS/Math
Nicholas Armstrong Nicholas Armstrong's Citi Experience June 2014 - August 2014
Job Associate | Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Olin Business School July 2013 - March 2015
Citi June 2014 - August 2014
Barry-Wehmiller Companies, Inc June 2013 - August 2013
US Army June 2006 - August 2013
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
US Army Field Artillery Captains Career Course 2011 — 2011
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Peace, War, and Defense
Bank of America Merrill Lynch March 2015 - Present
Olin Business School July 2013 - March 2015
Citi June 2014 - August 2014
Barry-Wehmiller Companies, Inc June 2013 - August 2013
US Army June 2006 - August 2013
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
US Army Field Artillery Captains Career Course 2011 — 2011
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Peace, War, and Defense
Charles A. Valverde Charles A. Valverde's Citi Experience August 2011 - December 2011
Job Tax at The Hartford
Industry Financial Services
Experience
The Hartford September 2014 - Present
PwC August 2011 - September 2014
Morgan Stanley April 2014 - June 2014
Citi August 2011 - December 2011
ESPN 2011 - 2011
Skills
Tax, Corporate Tax, FATCA, Income Tax
Education
University of New Haven 2007 — 2009
Accounting/Finance, Accounting and Finance
The Hartford September 2014 - Present
PwC August 2011 - September 2014
Morgan Stanley April 2014 - June 2014
Citi August 2011 - December 2011
ESPN 2011 - 2011
Skills
Tax, Corporate Tax, FATCA, Income Tax
Education
University of New Haven 2007 — 2009
Accounting/Finance, Accounting and Finance
Melissa Steenblock Melissa Steenblock's Citi Experience October 2011 - Present
Job Mortgage Loan Coordinator at Citi
Industry Financial Services
Experience
Citi October 2011 - Present
PNC Mortgage September 2010 - July 2011
PNC Mortgage September 2010 - July 2011
WELLS FARGO FINANCIAL - Sparks June 2009 - October 2010
Wells Fargo June 2009 - September 2010
University of Nevada Reno August 2008 - May 2009
RLHFS 2007 - 2008
CAMPUS CLUB SCHOOL UNIFORMS 2006 - 2007
Education
University of Nevada
B.S, Applied Mathematics
University of Nevada-Reno
Citi October 2011 - Present
PNC Mortgage September 2010 - July 2011
PNC Mortgage September 2010 - July 2011
WELLS FARGO FINANCIAL - Sparks June 2009 - October 2010
Wells Fargo June 2009 - September 2010
University of Nevada Reno August 2008 - May 2009
RLHFS 2007 - 2008
CAMPUS CLUB SCHOOL UNIFORMS 2006 - 2007
Education
University of Nevada
B.S, Applied Mathematics
University of Nevada-Reno
Megan Nguyen-Trinh's Citi Experience October 2013 - March 2015
Job Vice President, Commercial Banking at BB&T
Industry Banking
Experience
BB&T March 2015 - Present
Citi October 2013 - March 2015
Wells Fargo January 2004 - October 2013
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Lines Of Credit, Loans, Credit, Relationship Management, Commercial Mortgages, Treasury, Credit Analysis, Cross Selling, Loan Origination, Treasury Management, Merchant Services
Education
University of New Orleans 1998 — 2003
Bachelor's of Science, Business Management
BB&T March 2015 - Present
Citi October 2013 - March 2015
Wells Fargo January 2004 - October 2013
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Lines Of Credit, Loans, Credit, Relationship Management, Commercial Mortgages, Treasury, Credit Analysis, Cross Selling, Loan Origination, Treasury Management, Merchant Services
Education
University of New Orleans 1998 — 2003
Bachelor's of Science, Business Management
James Phelps's Citi Experience June 2013 - August 2013
Job Student at University of North Carolina at Chapel Hill
Industry Banking
Experience
Citi June 2013 - August 2013
The Parthenon Group February 2013 - June 2013
Telos Corporation June 2011 - August 2011
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2010 — 2014
Citi June 2013 - August 2013
The Parthenon Group February 2013 - June 2013
Telos Corporation June 2011 - August 2011
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2010 — 2014
Thomas Dexter Thomas Dexter's Citi Experience January 2014 - June 2014
Job Experienced Associate Intern Financial Services at PwC
Industry Higher Education
Experience
PwC June 2015 - August 2015
Citi January 2014 - June 2014
Citi July 2012 - January 2014
AXA Advisors August 2011 - December 2011
Skills
Time Management, Highly Organized &..., Research, Analytical Reasoning, Works well with a team, Judgment, Works well individually, Teamwork, Customer Service, PowerPoint, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
University of Central Florida 2008 — 2012
Bachelor of Science (BS), Finance, Hospitality, 3.9/4.0
PwC June 2015 - August 2015
Citi January 2014 - June 2014
Citi July 2012 - January 2014
AXA Advisors August 2011 - December 2011
Skills
Time Management, Highly Organized &..., Research, Analytical Reasoning, Works well with a team, Judgment, Works well individually, Teamwork, Customer Service, PowerPoint, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
University of Central Florida 2008 — 2012
Bachelor of Science (BS), Finance, Hospitality, 3.9/4.0
Laura Perkins, CAMS Laura Perkins, CAMS's Citi Experience May 2012 - October 2014
Job Lead Consultant, BSA/AML
Industry Financial Services
Experience
Dixon Hughes Goodman LLP January 2015 - Present
Signature Consultants November 2014 - January 2015
Citi May 2012 - October 2014
Bank Independent July 2006 - May 2012
Bank Independent September 2003 - July 2006
Bank Independent April 1996 - September 2003
Bank Independent May 1994 - April 1996
Bank Independent December 1991 - April 1994
Skills
BSA Expertise, OFAC Compliance, 314A Compliance, CTR & Exemption..., Implementation of BSA..., SAR Reporting and..., BSA Annual Risk..., BSA Bankwide Training, BSA Procedures and..., Wire Transfer..., IAT Monitoring and..., MSB Designations &..., Financial Risk, Banking, OFAC, Bank Secrecy Act, Due Diligence, Risk Management, Enterprise Risk..., Corporate Governance, Retail Banking, Cash Management, Credit, Commercial Banking, Loans, AML, Mortgage Lending, Core Banking, Credit Risk, Fraud Detection, KYC, Portfolio Management, Risk Assessment, Fraud, Financial Analysis, Securities, Anti Money Laundering, Credit Analysis, Payments, USA PATRIOT Act, Internal Audit, Operational Risk, Operational Risk..., Financial Services, Credit Cards, Financial Institutions, Risk Analysis, CAMS
Education
University of North Alabama
BS, Fashion Merchandising/Business Administration
American Institute of Banking
General Banking, Banking
American Institute of Banking
Bank Operations, Bank Operations
Dixon Hughes Goodman LLP January 2015 - Present
Signature Consultants November 2014 - January 2015
Citi May 2012 - October 2014
Bank Independent July 2006 - May 2012
Bank Independent September 2003 - July 2006
Bank Independent April 1996 - September 2003
Bank Independent May 1994 - April 1996
Bank Independent December 1991 - April 1994
Skills
BSA Expertise, OFAC Compliance, 314A Compliance, CTR & Exemption..., Implementation of BSA..., SAR Reporting and..., BSA Annual Risk..., BSA Bankwide Training, BSA Procedures and..., Wire Transfer..., IAT Monitoring and..., MSB Designations &..., Financial Risk, Banking, OFAC, Bank Secrecy Act, Due Diligence, Risk Management, Enterprise Risk..., Corporate Governance, Retail Banking, Cash Management, Credit, Commercial Banking, Loans, AML, Mortgage Lending, Core Banking, Credit Risk, Fraud Detection, KYC, Portfolio Management, Risk Assessment, Fraud, Financial Analysis, Securities, Anti Money Laundering, Credit Analysis, Payments, USA PATRIOT Act, Internal Audit, Operational Risk, Operational Risk..., Financial Services, Credit Cards, Financial Institutions, Risk Analysis, CAMS
Education
University of North Alabama
BS, Fashion Merchandising/Business Administration
American Institute of Banking
General Banking, Banking
American Institute of Banking
Bank Operations, Bank Operations
Randy Day Randy Day's Citi Experience February 1992 - December 1999
Job Mortgage Loan Officer at American National Bank & Trust
Industry Banking
Experience
American National Bank & Trust February 2000 - Present
MidCarolina Bank January 2000 - July 2011
Citi February 1992 - December 1999
Skills
FHA, Loans, VA, Mortgage, Mortgage Lending, Refinance, Conventional, USDA, First Time Home Buyers, VA loans, Loan Origination, Purchase, Conforming, Mortgage Banking, REO, FHA financing, Residential Mortgages, Investment Properties, Foreclosures, Government Loans, Certified Mortgage..., Real Estate, Construction Loans, Branch Management, Consurmer Lending, Customer Satisfaction, Customer Service, FHA Financing, VA Loans
Education
University of North Carolina at Chapel Hill 1978 — 1983
Bachelor of Applied Science (BASc), Industrial Relations/Economics
Walter Williams High School 1975 — 1977
High School Diploma
American National Bank & Trust February 2000 - Present
MidCarolina Bank January 2000 - July 2011
Citi February 1992 - December 1999
Skills
FHA, Loans, VA, Mortgage, Mortgage Lending, Refinance, Conventional, USDA, First Time Home Buyers, VA loans, Loan Origination, Purchase, Conforming, Mortgage Banking, REO, FHA financing, Residential Mortgages, Investment Properties, Foreclosures, Government Loans, Certified Mortgage..., Real Estate, Construction Loans, Branch Management, Consurmer Lending, Customer Satisfaction, Customer Service, FHA Financing, VA Loans
Education
University of North Carolina at Chapel Hill 1978 — 1983
Bachelor of Applied Science (BASc), Industrial Relations/Economics
Walter Williams High School 1975 — 1977
High School Diploma
Don Moffatt Don Moffatt's Citi Experience September 2003 - August 2004
Job Chief Executive Officer at Millennium1Solutions
Industry Outsourcing/Offshoring
Experience
Millennium 1 Solutions May 2013 - Present
Moffatt Ventures January 2012 - Present
Rogers Communications January 2009 - December 2011
Rogers Communications July 2007 - December 2008
Rogers Communications September 2004 - July 2007
Citi September 2003 - August 2004
CIBC May 2000 - December 2002
CIBC November 1996 - April 2000
Rogers Communications June 1995 - October 1996
Bell Canada May 1993 - May 1995
Skills
Change Management, Customer Experience, Call Center, Vendor Management, Telecommunications, Business Strategy, Cross-functional Team..., Process Improvement, Project Management, Strategic Sourcing, Business Process..., Leadership, Team Building, Team Leadership, Strategic Planning, Operations Management, Workforce Management, Outsourcing, Program Management, Contact Centers, Performance Management, CRM, Procurement, Business Transformation, Call Centers, Management, Strategy, Contract Negotiation, Forecasting, Business Analysis, Business Process, Project Planning, Business Planning, Team Management, Product Management, Strategic Partnerships, Executive Management, Management Consulting
Education
University of New Brunswick 1972 — 1976
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Millennium 1 Solutions May 2013 - Present
Moffatt Ventures January 2012 - Present
Rogers Communications January 2009 - December 2011
Rogers Communications July 2007 - December 2008
Rogers Communications September 2004 - July 2007
Citi September 2003 - August 2004
CIBC May 2000 - December 2002
CIBC November 1996 - April 2000
Rogers Communications June 1995 - October 1996
Bell Canada May 1993 - May 1995
Skills
Change Management, Customer Experience, Call Center, Vendor Management, Telecommunications, Business Strategy, Cross-functional Team..., Process Improvement, Project Management, Strategic Sourcing, Business Process..., Leadership, Team Building, Team Leadership, Strategic Planning, Operations Management, Workforce Management, Outsourcing, Program Management, Contact Centers, Performance Management, CRM, Procurement, Business Transformation, Call Centers, Management, Strategy, Contract Negotiation, Forecasting, Business Analysis, Business Process, Project Planning, Business Planning, Team Management, Product Management, Strategic Partnerships, Executive Management, Management Consulting
Education
University of New Brunswick 1972 — 1976
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Joseph Infantino's Citi Experience June 2004 - November 2012
Job Vice President of Service Delivery at InteliSecure
Industry Information Technology and Services
Experience
InteliSecure (formerly BEW Global) September 2013 - Present
BEW Global November 2012 - September 2013
Citi June 2004 - November 2012
Skills
Business Management, Operational Risk..., Compliance, Data Loss Protection, Information Security..., ISO 27000, Business Consulting, Investment Banking, Corporate Banking, Disaster Recovery, Business Continuity, Internal Controls, Process Control, Project Management, Program Management, Banking, Management, Vendor Management, Security, ISO 27001, Information Security, IT Strategy, Risk Management
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Political Science & Business Administration
InteliSecure (formerly BEW Global) September 2013 - Present
BEW Global November 2012 - September 2013
Citi June 2004 - November 2012
Skills
Business Management, Operational Risk..., Compliance, Data Loss Protection, Information Security..., ISO 27000, Business Consulting, Investment Banking, Corporate Banking, Disaster Recovery, Business Continuity, Internal Controls, Process Control, Project Management, Program Management, Banking, Management, Vendor Management, Security, ISO 27001, Information Security, IT Strategy, Risk Management
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Political Science & Business Administration
T. Wayne Longhurst T. Wayne Longhurst's Citi Experience November 2000 - July 2007
Job Business Unit Controller at Kendrion NV
Industry Automotive
Experience
Kendrion NV June 2015 - Present
ATS Automation March 2014 - June 2015
Viscotec Automotive Products, LLC June 2013 - January 2014
Siegwerk December 2011 - February 2013
Herff Jones September 2007 - December 2011
DB&A - DeWolff, Boberg & Associates, Inc July 2007 - September 2007
Citi November 2000 - July 2007
Skills
Process Improvement, Art, Customer Service, Cross-functional Team..., Team Building, Management, Change Management, Forecasting, Strategic Planning, Budgets, Microsoft Excel, Team Leadership, Coaching, Business Process..., Logistics, Operations Management
Education
UNC Charlotte 2013 — 2016
Master of Business Administration (M.B.A.), Business Finance
UNC Charlotte 2002 — 2006
BS, Financial Management
Kendrion NV June 2015 - Present
ATS Automation March 2014 - June 2015
Viscotec Automotive Products, LLC June 2013 - January 2014
Siegwerk December 2011 - February 2013
Herff Jones September 2007 - December 2011
DB&A - DeWolff, Boberg & Associates, Inc July 2007 - September 2007
Citi November 2000 - July 2007
Skills
Process Improvement, Art, Customer Service, Cross-functional Team..., Team Building, Management, Change Management, Forecasting, Strategic Planning, Budgets, Microsoft Excel, Team Leadership, Coaching, Business Process..., Logistics, Operations Management
Education
UNC Charlotte 2013 — 2016
Master of Business Administration (M.B.A.), Business Finance
UNC Charlotte 2002 — 2006
BS, Financial Management
Chris Good Chris Good's Citi Experience June 2011 - June 2013
Job Senior Associate at MIII Partners
Industry Venture Capital & Private Equity
Experience
M-III Partners February 2015 - Present
Eventblimp, Inc. June 2014 - Present
Grey Mountain Partners September 2013 - August 2014
Citi June 2011 - June 2013
RBC Capital Markets October 2010 - June 2011
Carson Medlin Company Investment Bankers June 2009 - August 2009
Kenan-Flagler Business School August 2008 - June 2009
Skills
Mergers, Strategy, Capital Raising, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Financial Analysis, DCF, LBO, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
M-III Partners February 2015 - Present
Eventblimp, Inc. June 2014 - Present
Grey Mountain Partners September 2013 - August 2014
Citi June 2011 - June 2013
RBC Capital Markets October 2010 - June 2011
Carson Medlin Company Investment Bankers June 2009 - August 2009
Kenan-Flagler Business School August 2008 - June 2009
Skills
Mergers, Strategy, Capital Raising, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Financial Analysis, DCF, LBO, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Erik Quezada Erik Quezada's Citi Experience January 2007 - December 2012
Job Director Special Situations Group
Industry Financial Services
Experience
Carrington Holding Company, LLC May 2015 - Present
Carrington Mortgage Services November 2013 - May 2015
Carrington Mortgage Services, Mortgage Lending Division November 2012 - November 2013
Citi January 2007 - December 2012
CitiFinancial August 2004 - December 2006
Skills
Credit, Credit Analysis, Risk Management, Loans, Banking, Loss Mitigation, Underwriting, Work Under Pressure, Negotiation, Customer Service, Customer Retention, Consumer Finance, Mortgage Lending, Personal Loans, Coaching, Strategic Planning, Compliance Management, Organizational..., Development Of People, Industry Liaison, Listener, Real Estate, Accounting, Portfolio Management, Portfolio Optimization, Financial Services, Mortgage Banking, VA loans, FHA, Consumer Lending, Refinance, Sales, Loan Servicing, Residential Mortgages, Loan Origination, Credit Risk, Cross Selling, Mortgage Servicing, Mortgage Underwriting, Commercial Lending, Commercial Mortgages, Relationship Management, USDA, Retail Banking, Finance, Reverse Mortgages, Home Equity Loans, Lines Of Credit
Education
University of North Carolina at Chapel Hill
Executive Training
University of Redlands
BS, Business
Carrington Holding Company, LLC May 2015 - Present
Carrington Mortgage Services November 2013 - May 2015
Carrington Mortgage Services, Mortgage Lending Division November 2012 - November 2013
Citi January 2007 - December 2012
CitiFinancial August 2004 - December 2006
Skills
Credit, Credit Analysis, Risk Management, Loans, Banking, Loss Mitigation, Underwriting, Work Under Pressure, Negotiation, Customer Service, Customer Retention, Consumer Finance, Mortgage Lending, Personal Loans, Coaching, Strategic Planning, Compliance Management, Organizational..., Development Of People, Industry Liaison, Listener, Real Estate, Accounting, Portfolio Management, Portfolio Optimization, Financial Services, Mortgage Banking, VA loans, FHA, Consumer Lending, Refinance, Sales, Loan Servicing, Residential Mortgages, Loan Origination, Credit Risk, Cross Selling, Mortgage Servicing, Mortgage Underwriting, Commercial Lending, Commercial Mortgages, Relationship Management, USDA, Retail Banking, Finance, Reverse Mortgages, Home Equity Loans, Lines Of Credit
Education
University of North Carolina at Chapel Hill
Executive Training
University of Redlands
BS, Business
Mansi Pajankar Mansi Pajankar's Citi Experience June 2015 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Citi January 2014 - Present
Citi December 2011 - Present
Skills
Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Analytics, Finance, Corporate Finance, Valuation, Fixed Income, Management, Equities, Banking, Portfolio Management, Business Analysis, Analysis, Strategy, Investments
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Indian School Al-Ghubra 1991 — 2002
Citi June 2015 - Present
Citi January 2014 - Present
Citi December 2011 - Present
Skills
Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Analytics, Finance, Corporate Finance, Valuation, Fixed Income, Management, Equities, Banking, Portfolio Management, Business Analysis, Analysis, Strategy, Investments
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Indian School Al-Ghubra 1991 — 2002
Noel Brock Noel Brock's Citi Experience May 2001 - December 2010
Job Relationship Manager at Discover Financial Services
Industry Banking
Experience
Discover Financial Services January 2011 - Present
Citi May 2001 - December 2010
Eden Street Software 2000 - 2001
Augusta State University 1995 - 2000
Skills
Loans, Relationship Management, Financial Services, Credit, Sales, Strategic Planning, Training, Banking, Credit Cards, Credit Analysis, Customer Service, Salesforce.com, Selling, Cross Selling, Customer Retention, Finance, Business Development, Call Centers, Portfolio Management, Leadership, Risk Management
Education
University of North Carolina at Charlotte 1985 — 1989
B.A., Business Administration, minor in Economics
Discover Financial Services January 2011 - Present
Citi May 2001 - December 2010
Eden Street Software 2000 - 2001
Augusta State University 1995 - 2000
Skills
Loans, Relationship Management, Financial Services, Credit, Sales, Strategic Planning, Training, Banking, Credit Cards, Credit Analysis, Customer Service, Salesforce.com, Selling, Cross Selling, Customer Retention, Finance, Business Development, Call Centers, Portfolio Management, Leadership, Risk Management
Education
University of North Carolina at Charlotte 1985 — 1989
B.A., Business Administration, minor in Economics
Alan Smith Alan Smith's Citi Experience 2007 - Present
Job Business Head and Chief Operating Officer for Transaction Banking Services
Industry Banking
Experience
Citi 2007 - Present
Citigroup 2005 - 2009
Citigroup 1995 - 2004
Skills
Securities, Global Custody, Equities, Fixed Income, Banking, Financial Services, Middle Office, Financial Markets, Risk Management, Operational Risk, Finance, Financial Risk, FX Options, Portfolio Management, Asset Management, Relationship Management, Commercial Banking, Mutual Funds, Capital Markets, SWIFT payments, Cash Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Westminster College (PA)
Bachelor of Arts (B.A.), Economics
Citi 2007 - Present
Citigroup 2005 - 2009
Citigroup 1995 - 2004
Skills
Securities, Global Custody, Equities, Fixed Income, Banking, Financial Services, Middle Office, Financial Markets, Risk Management, Operational Risk, Finance, Financial Risk, FX Options, Portfolio Management, Asset Management, Relationship Management, Commercial Banking, Mutual Funds, Capital Markets, SWIFT payments, Cash Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Westminster College (PA)
Bachelor of Arts (B.A.), Economics
Darlene Haase's Citi Experience October 2012 - June 2013
Job Mortgage Loan Officer at Capital One
Industry Banking
Experience
Capital One May 2014 - Present
Regions Financial Corporation June 2013 - April 2014
Citi October 2012 - June 2013
Capital One Home Loans May 1996 - October 2012
Bank of America Home Loans July 2009 - November 2011
Whitney National Bank June 2007 - June 2008
Skills
Mortgage Banking, Credit, FHA financing, Residential Mortgages, VA loans, Credit Analysis, Certified Mortgage..., Government Loans, Reverse Mortgages, Consumer Lending, Finance, Mortgage Underwriting, Investors, Construction Loans, Investment Properties, USDA, Sellers, Commercial Lending, Foreclosures
Education
University of New Orleans
Capital One May 2014 - Present
Regions Financial Corporation June 2013 - April 2014
Citi October 2012 - June 2013
Capital One Home Loans May 1996 - October 2012
Bank of America Home Loans July 2009 - November 2011
Whitney National Bank June 2007 - June 2008
Skills
Mortgage Banking, Credit, FHA financing, Residential Mortgages, VA loans, Credit Analysis, Certified Mortgage..., Government Loans, Reverse Mortgages, Consumer Lending, Finance, Mortgage Underwriting, Investors, Construction Loans, Investment Properties, USDA, Sellers, Commercial Lending, Foreclosures
Education
University of New Orleans
Devonica Deal's Citi Experience February 2003 - March 2004
Job Admissions Representative Everest Institute at Corinthian Colleges
Industry Consumer Services
Experience
Ochsner Health System September 2012 - Present
Corinthian Colleges November 2011 - Present
First Data Corporation December 2005 - November 2011
New Orleans District Attorney March 2004 - August 2005
Citi February 2003 - March 2004
Skills
PowerPoint, Training, Research, Social Networking, Leadership Development, Public Speaking, Policy, Management, Sales, Social Media, Project Planning, Budgets, Leadership, Strategic Planning, Marketing, Time Management, Event Planning, Coaching, Fundraising, Recruiting, Interviews, Staff Development, Microsoft Office, Public Relations, Customer Service, Nonprofits, Teamwork, Event Management, Team Building
Education
University of New Orleans 1999 — 2003
Psychology
Edna Karr Magnet High School 1994 — 1999
High School Diploma
Ochsner Health System September 2012 - Present
Corinthian Colleges November 2011 - Present
First Data Corporation December 2005 - November 2011
New Orleans District Attorney March 2004 - August 2005
Citi February 2003 - March 2004
Skills
PowerPoint, Training, Research, Social Networking, Leadership Development, Public Speaking, Policy, Management, Sales, Social Media, Project Planning, Budgets, Leadership, Strategic Planning, Marketing, Time Management, Event Planning, Coaching, Fundraising, Recruiting, Interviews, Staff Development, Microsoft Office, Public Relations, Customer Service, Nonprofits, Teamwork, Event Management, Team Building
Education
University of New Orleans 1999 — 2003
Psychology
Edna Karr Magnet High School 1994 — 1999
High School Diploma
Josh Wilkes Josh Wilkes's Citi Experience June 2012 - August 2012
Job U.S. Real Estate Investment Banking at Ernst & Young
Industry Investment Banking
Experience
EY December 2014 - Present
Wells Fargo Securities July 2013 - November 2014
Citi June 2012 - August 2012
Lincoln Financial Group 2008 - 2011
Skills
Financial Modeling, Valuation, Credit
Education
UNC Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
EY December 2014 - Present
Wells Fargo Securities July 2013 - November 2014
Citi June 2012 - August 2012
Lincoln Financial Group 2008 - 2011
Skills
Financial Modeling, Valuation, Credit
Education
UNC Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
Vincent Stubbs, PMP Vincent Stubbs, PMP's Citi Experience July 2015 - Present
Job Operational Risk Manager at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
JPMorgan Chase February 2013 - July 2015
JP Morgan Chase March 2008 - January 2013
Life of the South January 2007 - December 2007
NetBank July 2004 - December 2006
NetBank January 2002 - June 2004
Bank of America June 1996 - December 2001
Global Associates, Inc. June 1992 - August 1994
United States Navy June 1984 - March 1992
Skills
Technology Needs..., Loss Mitigation, Project Planning, Loan Origination, Leadership, Program Management, Relationship Management, PMP, Team Building, Management, Analysis, Budgets, Finance, Operational Risk..., Management Consulting, Financial Risk, Mortgage Banking, Sales, Recruiting, Mortgage Servicing, Residential Mortgages, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance and General Management
Virginia Polytechnic Institute and State University 1979 — 1984
B.Arch, Architecture
Kecoughtan High School 1977 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Citi July 2015 - Present
JPMorgan Chase February 2013 - July 2015
JP Morgan Chase March 2008 - January 2013
Life of the South January 2007 - December 2007
NetBank July 2004 - December 2006
NetBank January 2002 - June 2004
Bank of America June 1996 - December 2001
Global Associates, Inc. June 1992 - August 1994
United States Navy June 1984 - March 1992
Skills
Technology Needs..., Loss Mitigation, Project Planning, Loan Origination, Leadership, Program Management, Relationship Management, PMP, Team Building, Management, Analysis, Budgets, Finance, Operational Risk..., Management Consulting, Financial Risk, Mortgage Banking, Sales, Recruiting, Mortgage Servicing, Residential Mortgages, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance and General Management
Virginia Polytechnic Institute and State University 1979 — 1984
B.Arch, Architecture
Kecoughtan High School 1977 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Emad Soliman's Citi Experience March 2014 - June 2014
Job Management Consultant at KPMG
Industry Management Consulting
Experience
KPMG June 2014 - Present
Citi March 2014 - June 2014
PwC June 2013 - August 2013
Sherpa May 2012 - July 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Analysis, Microsoft Word, Research, CRM, Data Analysis, Financial Accounting, Securities, Financial Markets, Financial Analysis, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor's Degree, Accounting, cum laude
KPMG June 2014 - Present
Citi March 2014 - June 2014
PwC June 2013 - August 2013
Sherpa May 2012 - July 2012
Skills
Microsoft Excel, Finance, Microsoft Office, Analysis, Microsoft Word, Research, CRM, Data Analysis, Financial Accounting, Securities, Financial Markets, Financial Analysis, Financial Modeling, Financial Services
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelor's Degree, Accounting, cum laude
Aakash Patel's Citi Experience July 2015 - Present
Job S&T at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi July 2014 - July 2015
Citi June 2013 - August 2013
Holocene May 2012 - August 2012
Shodor Education Foundation, Inc. January 2006 - August 2008
Skills
Economic Research, Bloomberg Ceritification, Financial Modeling, Technical Writing, Credit Suisse HOLT..., Stata, Analysis, Investments, Microsoft Office, Economics, Equities, Fixed Income, VBA
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.) Honors, Dual Major: Economics, Philosophy
Citi July 2015 - Present
Citi July 2014 - July 2015
Citi June 2013 - August 2013
Holocene May 2012 - August 2012
Shodor Education Foundation, Inc. January 2006 - August 2008
Skills
Economic Research, Bloomberg Ceritification, Financial Modeling, Technical Writing, Credit Suisse HOLT..., Stata, Analysis, Investments, Microsoft Office, Economics, Equities, Fixed Income, VBA
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.) Honors, Dual Major: Economics, Philosophy
Stephanie Michael Stephanie Michael's Citi Experience June 2015 - Present
Job Equity Research Associate at Citigroup
Industry Financial Services
Experience
Citi June 2015 - Present
Citi June 2014 - August 2014
NEC May 2013 - August 2013
Forte Foundation February 2013 - May 2013
Northwestern Mutual January 2012 - February 2013
Sapos y Princesas May 2012 - July 2012
Skills
Wordpress, QuickBooks, Facebook, Spanish, Marketing Strategy, Financial Analysis, InfoLease, Salesforce.com, SAP Netweaver, Receivables Edge (J.P..., Basecamp, Office Administration, Communication Skills, Business Decision Making, Advocacy, WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance Concentration
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Public Policy, Business Policy Concentration
Instituto Internacional en España 2012 — 2012
Livingston Senior High School 2007 — 2011
High School Diploma
Citi June 2015 - Present
Citi June 2014 - August 2014
NEC May 2013 - August 2013
Forte Foundation February 2013 - May 2013
Northwestern Mutual January 2012 - February 2013
Sapos y Princesas May 2012 - July 2012
Skills
Wordpress, QuickBooks, Facebook, Spanish, Marketing Strategy, Financial Analysis, InfoLease, Salesforce.com, SAP Netweaver, Receivables Edge (J.P..., Basecamp, Office Administration, Communication Skills, Business Decision Making, Advocacy, WordPress
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance Concentration
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Public Policy, Business Policy Concentration
Instituto Internacional en España 2012 — 2012
Livingston Senior High School 2007 — 2011
High School Diploma
Kimberly R. Hayes's Citi Experience February 2014 - Present
Job Financial Services/Project Management
Industry Financial Services
Experience
Citi February 2014 - Present
Wells Real Estate Funds November 2002 - November 2012
Global Payments May 2001 - November 2002
Norfolk Southern Corporation January 2000 - May 2001
Advantage Health September 1996 - August 1999
Hibernia National Bank March 1995 - September 1996
Skills
Business Analysis, Financial Services, Financial Analysis, Alternative Investments, Microsoft Excel, Series 63, Portfolio Management, Oracle Discoverer, Seibel, Microsoft Word, TA2000, Mutual Funds, Financial Modeling, Investments, Microsoft Office, Siebel, Vendor Management, Budgets, Data Modeling, Securities, AWD, Sales Force.com, Oracle Reports, Account Reconciliation, Bank Reconciliation, Research, Market Research, Social Media Marketing, Process Improvement, Business Process..., Business Process..., Business Process Testing, Data Driven Testing, Vlookup, MS Excel Pivot Tables, PowerPoint, Strategic Planning, Employee Training, System Conversion, Quality Auditing, Data Quality Control, Data Quality Assurance, Salesforce.com
Education
University of New Orleans 1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems, General
Citi February 2014 - Present
Wells Real Estate Funds November 2002 - November 2012
Global Payments May 2001 - November 2002
Norfolk Southern Corporation January 2000 - May 2001
Advantage Health September 1996 - August 1999
Hibernia National Bank March 1995 - September 1996
Skills
Business Analysis, Financial Services, Financial Analysis, Alternative Investments, Microsoft Excel, Series 63, Portfolio Management, Oracle Discoverer, Seibel, Microsoft Word, TA2000, Mutual Funds, Financial Modeling, Investments, Microsoft Office, Siebel, Vendor Management, Budgets, Data Modeling, Securities, AWD, Sales Force.com, Oracle Reports, Account Reconciliation, Bank Reconciliation, Research, Market Research, Social Media Marketing, Process Improvement, Business Process..., Business Process..., Business Process Testing, Data Driven Testing, Vlookup, MS Excel Pivot Tables, PowerPoint, Strategic Planning, Employee Training, System Conversion, Quality Auditing, Data Quality Control, Data Quality Assurance, Salesforce.com
Education
University of New Orleans 1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems, General
David G. Mayo David G. Mayo's Citi Experience 1994 - 2012
Job Executive Director RISUBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2012 - Present
Citi 1994 - 2012
Skills
Asset Management, Capital Markets, Fixed Income, Banking
Education
UNC Chapel Hill
UBS Financial Services, Inc. September 2012 - Present
Citi 1994 - 2012
Skills
Asset Management, Capital Markets, Fixed Income, Banking
Education
UNC Chapel Hill
Rhea Malhotra Rhea Malhotra's Citi Experience June 2015 - Present
Job Summer Analyst at Citi
Industry Banking
Experience
Citi June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Leadership, Management
Education
University of North Carolina at Chapel Hill
Mathematics
Citi June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Leadership, Management
Education
University of North Carolina at Chapel Hill
Mathematics
Nicole E. Hudson, SPHR, SHRM-SCP's Citi Experience April 2008 - May 2009
Job Workforce Development and Training
Industry Hospital & Health Care
Experience
Healthcare Partners of Nevada September 2015 - Present
Roper Professional Development September 2012 - Present
EDMC August 2013 - September 2015
Strayer University December 2011 - September 2012
Nicole E. Hudson June 2011 - December 2011
DeVry University September 2009 - July 2011
Citi April 2008 - May 2009
Self Employed June 2007 - April 2008
University of Phoenix June 1999 - June 2007
Apollo Education Group June 1995 - June 2007
Skills
Education Administration, Training & Development, University Relations, Higher Education, Leadership Development, Community Outreach, Community Relations, Public Relations, Education, Community Development, Employee Training, Leadership, Training, Student Affairs, Curriculum Development, Non-profits, Public Speaking, Staff Development, Adult Education, Fundraising, Instructional Design, Distance Learning, Nonprofits, Program Development, Admissions, Recruiting, Teaching, Curriculum Design, Onboarding, E-Learning, Interviews, Program Management, Resume Writing, Career Counseling, Workshop Facilitation, Career Development, Educational Leadership, Strategic Planning, Strategic Leadership, Coaching
Education
Argosy University-Phoenix Online Division 2013 — 2015
Doctor of Education (Ed.D.), Organizational Leadership, 4.0 (ABD as of 12/14)
University of North Carolina at Charlotte 2011 — 2011
Human Resource Generalist Certificate, Learning and Development Certificate
University of Phoenix 1998 — 1999
MAOM, Master of Arts Organizational Management
University of Phoenix 1995 — 1998
MBA, Masters of Business Administration
University of Phoenix 1993 — 1995
Bachelors of Science, Business Administration and Management
Healthcare Partners of Nevada September 2015 - Present
Roper Professional Development September 2012 - Present
EDMC August 2013 - September 2015
Strayer University December 2011 - September 2012
Nicole E. Hudson June 2011 - December 2011
DeVry University September 2009 - July 2011
Citi April 2008 - May 2009
Self Employed June 2007 - April 2008
University of Phoenix June 1999 - June 2007
Apollo Education Group June 1995 - June 2007
Skills
Education Administration, Training & Development, University Relations, Higher Education, Leadership Development, Community Outreach, Community Relations, Public Relations, Education, Community Development, Employee Training, Leadership, Training, Student Affairs, Curriculum Development, Non-profits, Public Speaking, Staff Development, Adult Education, Fundraising, Instructional Design, Distance Learning, Nonprofits, Program Development, Admissions, Recruiting, Teaching, Curriculum Design, Onboarding, E-Learning, Interviews, Program Management, Resume Writing, Career Counseling, Workshop Facilitation, Career Development, Educational Leadership, Strategic Planning, Strategic Leadership, Coaching
Education
Argosy University-Phoenix Online Division 2013 — 2015
Doctor of Education (Ed.D.), Organizational Leadership, 4.0 (ABD as of 12/14)
University of North Carolina at Charlotte 2011 — 2011
Human Resource Generalist Certificate, Learning and Development Certificate
University of Phoenix 1998 — 1999
MAOM, Master of Arts Organizational Management
University of Phoenix 1995 — 1998
MBA, Masters of Business Administration
University of Phoenix 1993 — 1995
Bachelors of Science, Business Administration and Management
Jeff Morton's Citi Experience August 2012 - March 2015
Job Senior Compliance Analyst at MetLife
Industry Financial Services
Experience
MetLife March 2015 - Present
Citi August 2012 - March 2015
LPL Financial March 2014 - May 2014
LPL Financial October 2011 - August 2012
LPL Financial December 2010 - October 2011
LPL Financial August 2009 - December 2010
LPL Financial December 2007 - August 2009
Wachovia August 2007 - November 2007
EquiFirst Corporation June 2006 - August 2007
EquiFirst Corporation March 2006 - May 2006
Skills
Investments, Equities, Series 7, Mutual Funds, Trading, Trading Systems, Analysis, Loans, Management, Financial Advisory, Training, FINRA, Due Diligence, Securities, Finance, Financial Risk, Banking, Risk Management, Financial Services
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts, Journalism & Mass Communication/Advertising
MetLife March 2015 - Present
Citi August 2012 - March 2015
LPL Financial March 2014 - May 2014
LPL Financial October 2011 - August 2012
LPL Financial December 2010 - October 2011
LPL Financial August 2009 - December 2010
LPL Financial December 2007 - August 2009
Wachovia August 2007 - November 2007
EquiFirst Corporation June 2006 - August 2007
EquiFirst Corporation March 2006 - May 2006
Skills
Investments, Equities, Series 7, Mutual Funds, Trading, Trading Systems, Analysis, Loans, Management, Financial Advisory, Training, FINRA, Due Diligence, Securities, Finance, Financial Risk, Banking, Risk Management, Financial Services
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor of Arts, Journalism & Mass Communication/Advertising
Sheryl Weaver Brennan Sheryl Weaver Brennan's Citi Experience January 2005 - November 2006
Job Managing Director, HR Business Partner at ITG Inc.
Industry Financial Services
Experience
ITG Inc. January 2012 - Present
ITG January 2010 - December 2011
ITG January 2008 - December 2009
ITG November 2006 - December 2007
Citi January 2005 - November 2006
Lava Trading June 2004 - December 2004
Skills
Graduate Recruitment, Talent Management, Performance Management, Coaching, Employee Relations, Interviewing, Technical Recruiting, Organizational..., Talent Acquisition, Executive Coaching, Recruiting, Deferred Compensation, Interviews, Organizational Design, Personnel Management, Applicant Tracking..., Consulting, Succession Planning, Program Management, Human Resources, Equities, Leadership, Management, Financial Services, Training, Onboarding, Process Improvement
Education
Neuroleadership Institute
Executive Coaching
University of New Hampshire
Communications, Psychology
ITG Inc. January 2012 - Present
ITG January 2010 - December 2011
ITG January 2008 - December 2009
ITG November 2006 - December 2007
Citi January 2005 - November 2006
Lava Trading June 2004 - December 2004
Skills
Graduate Recruitment, Talent Management, Performance Management, Coaching, Employee Relations, Interviewing, Technical Recruiting, Organizational..., Talent Acquisition, Executive Coaching, Recruiting, Deferred Compensation, Interviews, Organizational Design, Personnel Management, Applicant Tracking..., Consulting, Succession Planning, Program Management, Human Resources, Equities, Leadership, Management, Financial Services, Training, Onboarding, Process Improvement
Education
Neuroleadership Institute
Executive Coaching
University of New Hampshire
Communications, Psychology
Andrew Wiechkoske Andrew Wiechkoske's Citi Experience August 2015 - Present
Job Business Data Analyst | Sales Support Manager at Citi
Industry Banking
Experience
Citi August 2015 - Present
JLL February 2015 - August 2015
The Life Product Review May 2013 - December 2013
Skills
Microsoft Excel, Financial Analysis, Actuarial Science, Teamwork, Research, Data Analysis, Financial Modeling, Access, Insurance, Microsoft Office, Public Speaking, Java, Microsoft Word, Social Media, Customer Service, Valuation, VBA, Analysis, Business Analysis, PowerPoint, Risk Management, Financial Reporting
Education
University of North Carolina at Charlotte 2012 — 2013
Bachelor's Degree, Mathematics, 3.597
Citi August 2015 - Present
JLL February 2015 - August 2015
The Life Product Review May 2013 - December 2013
Skills
Microsoft Excel, Financial Analysis, Actuarial Science, Teamwork, Research, Data Analysis, Financial Modeling, Access, Insurance, Microsoft Office, Public Speaking, Java, Microsoft Word, Social Media, Customer Service, Valuation, VBA, Analysis, Business Analysis, PowerPoint, Risk Management, Financial Reporting
Education
University of North Carolina at Charlotte 2012 — 2013
Bachelor's Degree, Mathematics, 3.597
kenneth ansah kenneth ansah's Citi Experience 2008 - 2010
Job Banking and Insurance
Industry Banking
Experience
Allstate November 2013 - Present
Bank of America 2012 - 2013
Citi 2008 - 2010
Skills
Banking, Credit, Customer Service, Risk Management, Retail Banking, Financial Analysis, Business Analysis, Credit Analysis, Property & Casualty...
Education
University of North Carolina at Charlotte 2013 — 2016
BSBA, Management Information Systems, Business Intelligence and Analyst.
Allstate November 2013 - Present
Bank of America 2012 - 2013
Citi 2008 - 2010
Skills
Banking, Credit, Customer Service, Risk Management, Retail Banking, Financial Analysis, Business Analysis, Credit Analysis, Property & Casualty...
Education
University of North Carolina at Charlotte 2013 — 2016
BSBA, Management Information Systems, Business Intelligence and Analyst.
Diane Brown Diane Brown's Citi Experience April 2013 - July 2014
Job Operational Risk Manager
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Citi April 2013 - July 2014
Wells Fargo Capital Finance May 2010 - April 2013
Amalgamated Bank July 2006 - February 2010
Barclays Capital May 2005 - May 2006
Thomson Reuters March 2004 - May 2005
IBM Corporations March 2004 - December 2004
DEUTSCHE BANK/SCUDDER INVESTMENT July 2001 - November 2002
MORGAN STANLEY & CO. INCORPORATED February 1994 - June 2001
Skills
Compliance, Vendor Management, Outsourcing, Risk, Contract Negotiations, Procurement, Mergers, Negotiation, Strategy, Sourcing, Contract Management, Governance, Due Diligence, Supply Chain, Sarbanes-Oxley Act, Team Management
Education
University of New Haven
Bachelor of Science (BS), International Studies
Yale University/University of New Haven -Paralegal
TIAA-CREF July 2014 - Present
Citi April 2013 - July 2014
Wells Fargo Capital Finance May 2010 - April 2013
Amalgamated Bank July 2006 - February 2010
Barclays Capital May 2005 - May 2006
Thomson Reuters March 2004 - May 2005
IBM Corporations March 2004 - December 2004
DEUTSCHE BANK/SCUDDER INVESTMENT July 2001 - November 2002
MORGAN STANLEY & CO. INCORPORATED February 1994 - June 2001
Skills
Compliance, Vendor Management, Outsourcing, Risk, Contract Negotiations, Procurement, Mergers, Negotiation, Strategy, Sourcing, Contract Management, Governance, Due Diligence, Supply Chain, Sarbanes-Oxley Act, Team Management
Education
University of New Haven
Bachelor of Science (BS), International Studies
Yale University/University of New Haven -Paralegal
Jenique Jones, MPA's Citi Experience 2002 - 2003
Job Experienced strategic planner and relationship manager. Jill of many trades and master of quite a few.
Industry Nonprofit Organization Management
Experience
City Harvest March 2015 - Present
City Harvest November 2009 - March 2015
New York City Department of Education July 2008 - November 2009
Urban Assembly December 2006 - June 2008
New York State Senate January 2003 - September 2006
Citi 2002 - 2003
Skills
Program Management, Community Development, Strategic Planning, Community Outreach, Program Development, Nonprofits, Strategic Partnerships, Project Management, Event Planning, Grant Writing, Capacity Building, Proposal Writing, Non-profits, Fundraising, Volunteer Management, Program Evaluation, Management, Public Speaking, Event Management, Public Policy, Government, Staff Development, Youth Development, Philanthropy, Policy, Social Networking, Policy Analysis, Non-profit..., Strategic Communications, Education, Education Policy, Advocacy, Youth Engagement, Sports, Public Relations, Organizational..., Workshop Facilitation, Leadership
Education
University of New England 2015 — 2018
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
Marist College 2010 — 2013
MPA, Public Administration
State University of New York Empire State College
B.S., Business Management
Urban Academy 1992 — 1995
High School
City Harvest March 2015 - Present
City Harvest November 2009 - March 2015
New York City Department of Education July 2008 - November 2009
Urban Assembly December 2006 - June 2008
New York State Senate January 2003 - September 2006
Citi 2002 - 2003
Skills
Program Management, Community Development, Strategic Planning, Community Outreach, Program Development, Nonprofits, Strategic Partnerships, Project Management, Event Planning, Grant Writing, Capacity Building, Proposal Writing, Non-profits, Fundraising, Volunteer Management, Program Evaluation, Management, Public Speaking, Event Management, Public Policy, Government, Staff Development, Youth Development, Philanthropy, Policy, Social Networking, Policy Analysis, Non-profit..., Strategic Communications, Education, Education Policy, Advocacy, Youth Engagement, Sports, Public Relations, Organizational..., Workshop Facilitation, Leadership
Education
University of New England 2015 — 2018
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
Marist College 2010 — 2013
MPA, Public Administration
State University of New York Empire State College
B.S., Business Management
Urban Academy 1992 — 1995
High School
Jack Xie's Citi Experience June 2011 - August 2011
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte February 2015 - Present
Vanguard February 2014 - January 2015
Vanguard July 2013 - February 2014
Citi June 2011 - August 2011
Skills
Private Equity, Accounting, Corporate Finance, Tax, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Statements, Analysis
Education
UNC Chapel Hill 2012 — 2013
Masters of Accounting, Tax
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Deloitte February 2015 - Present
Vanguard February 2014 - January 2015
Vanguard July 2013 - February 2014
Citi June 2011 - August 2011
Skills
Private Equity, Accounting, Corporate Finance, Tax, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Statements, Analysis
Education
UNC Chapel Hill 2012 — 2013
Masters of Accounting, Tax
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Nicholas Stalker Nicholas Stalker's Citi Experience May 2015 - Present
Job VP; Operational Risk Analyst IV at Citi
Industry Banking
Experience
Citi May 2015 - Present
Citi June 2014 - May 2015
Bank of America January 2014 - June 2014
Bank of America October 2012 - December 2013
Bank of America August 2011 - September 2012
Skills
Banking, Retail Banking, Risk Management, Microsoft Word, Customer Service, Management, Leadership, Time Management, Financial Analysis, Sales, Financial Risk, PowerPoint, Public Speaking, Financial Services, Microsoft Office
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science (BS), Criminal Justice and Criminology
Citi May 2015 - Present
Citi June 2014 - May 2015
Bank of America January 2014 - June 2014
Bank of America October 2012 - December 2013
Bank of America August 2011 - September 2012
Skills
Banking, Retail Banking, Risk Management, Microsoft Word, Customer Service, Management, Leadership, Time Management, Financial Analysis, Sales, Financial Risk, PowerPoint, Public Speaking, Financial Services, Microsoft Office
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science (BS), Criminal Justice and Criminology
Jeff Kim Jeff Kim's Citi Experience July 2015 - Present
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
Yale School of Management August 2013 - May 2015
Citi June 2014 - August 2014
PricewaterhouseCoopers April 2011 - May 2013
PricewaterhouseCoopers July 2010 - April 2011
PricewaterhouseCoopers September 2007 - July 2010
Skills
Internal Controls, Auditing, Financial Analysis, US GAAP, SEC filings, External Audit, IFRS, Financial Modeling, Big 4, Valuation, Financial Reporting, Sarbanes-Oxley Act
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Master of Accounting
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Economics, Political Science
Enloe High School
Citi July 2015 - Present
Yale School of Management August 2013 - May 2015
Citi June 2014 - August 2014
PricewaterhouseCoopers April 2011 - May 2013
PricewaterhouseCoopers July 2010 - April 2011
PricewaterhouseCoopers September 2007 - July 2010
Skills
Internal Controls, Auditing, Financial Analysis, US GAAP, SEC filings, External Audit, IFRS, Financial Modeling, Big 4, Valuation, Financial Reporting, Sarbanes-Oxley Act
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Master of Accounting
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Economics, Political Science
Enloe High School
Carol Holzworth Carol Holzworth's Citi Experience September 2013 - Present
Job Senior Vice President Senior Credit Review Manager at Citi
Industry Banking
Experience
Citi September 2013 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2008
Bank of America 1994 - 2005
Bank of America 1989 - 1994
Bank of America 1986 - 1989
Skills
Credit Risk, Risk Management, Financial Risk, Banking, Portfolio Management, Credit, Loans, Commercial Banking, Change Management, Due Diligence, Management, Governance, Analytics, Six Sigma, Data Analysis, Credit Analysis
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts, Economics
Citi September 2013 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2008
Bank of America 1994 - 2005
Bank of America 1989 - 1994
Bank of America 1986 - 1989
Skills
Credit Risk, Risk Management, Financial Risk, Banking, Portfolio Management, Credit, Loans, Commercial Banking, Change Management, Due Diligence, Management, Governance, Analytics, Six Sigma, Data Analysis, Credit Analysis
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts, Economics
Sebastian Sienra Sebastian Sienra's Citi Experience 2003 - 2003
Job Director at Souce Lead Inc.
Industry Executive Office
Experience
Transport Canada December 2014 - Present
Souce Lead Inc. November 2014 - Present
3M Identity Management, Traffic Safety and Security Division 2014 - Present
3M Identity Management, Traffic Safety and Security Division 2009 - 2013
3M Identity Management, Traffic Safety and Security 2005 - 2013
3M Identity Management, Traffic Safety and Security Division 2005 - 2013
3M Security Systems Division 2005 - 2007
3M Company 2004 - 2005
Citi 2003 - 2003
BreconRidge Manufacturing Solutions 2000 - 2003
Skills
Bid Management, Program Management, Cross-functional Team..., Product Management, Six Sigma, Project Management, Product Development, PMP, Risk Management, Business Strategy, Integration, Business Process..., Process Improvement, Security, Solution Development, Quality System, Biometrics, Proposal Writing, Software Project..., Border and Immigration..., Solution Implementation, Requirements Analysis, Operations Management, Software Development, MS Project, Secure Document Issuance, Iso 9000, Security Clearance, Business Process, Business Process..., Information Technology, Project Portfolio..., Team Building, Strategic Planning, Business Intelligence, Software Quality..., Automation, Social Media Marketing, SAP R/3, Fuel Cells, Biometric Technologies, Marketing Communications, Process Engineering, Project Planning, Team Leadership, Contract Management, Competitive Marketing..., Fraud Prevention and..., Technology Solutions..., Management
Education
University of New Brunswick 1997 — 2000
Technology Management & Entrepreneurship, Sales and Marketing
University of New Brunswick 1994 — 2000
BSc. Eng, Electrical and Computer Engineering
Universidad del Uruguay 1991 — 1994
BSc, Applied Mathematics and Mechanics, Engineering
Transport Canada December 2014 - Present
Souce Lead Inc. November 2014 - Present
3M Identity Management, Traffic Safety and Security Division 2014 - Present
3M Identity Management, Traffic Safety and Security Division 2009 - 2013
3M Identity Management, Traffic Safety and Security 2005 - 2013
3M Identity Management, Traffic Safety and Security Division 2005 - 2013
3M Security Systems Division 2005 - 2007
3M Company 2004 - 2005
Citi 2003 - 2003
BreconRidge Manufacturing Solutions 2000 - 2003
Skills
Bid Management, Program Management, Cross-functional Team..., Product Management, Six Sigma, Project Management, Product Development, PMP, Risk Management, Business Strategy, Integration, Business Process..., Process Improvement, Security, Solution Development, Quality System, Biometrics, Proposal Writing, Software Project..., Border and Immigration..., Solution Implementation, Requirements Analysis, Operations Management, Software Development, MS Project, Secure Document Issuance, Iso 9000, Security Clearance, Business Process, Business Process..., Information Technology, Project Portfolio..., Team Building, Strategic Planning, Business Intelligence, Software Quality..., Automation, Social Media Marketing, SAP R/3, Fuel Cells, Biometric Technologies, Marketing Communications, Process Engineering, Project Planning, Team Leadership, Contract Management, Competitive Marketing..., Fraud Prevention and..., Technology Solutions..., Management
Education
University of New Brunswick 1997 — 2000
Technology Management & Entrepreneurship, Sales and Marketing
University of New Brunswick 1994 — 2000
BSc. Eng, Electrical and Computer Engineering
Universidad del Uruguay 1991 — 1994
BSc, Applied Mathematics and Mechanics, Engineering
Anisha Menon's Citi Experience August 2012 - July 2015
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Citi August 2012 - July 2015
Weave Corp. April 2009 - July 2012
Goldman Sachs February 2007 - February 2009
UBS May 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2005 — 2006
Master of Engineering
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor of Engineering
CFA Institute
Citi August 2012 - July 2015
Weave Corp. April 2009 - July 2012
Goldman Sachs February 2007 - February 2009
UBS May 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 2005 — 2006
Master of Engineering
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor of Engineering
CFA Institute
Medge Francis, MISM, M.A., PHR, LSSGB Medge Francis, MISM, M.A., PHR, LSSGB's Citi Experience September 2014 - Present
Job AVP Functional Analyst at Citi
Industry Information Technology and Services
Experience
Citi September 2014 - Present
NGA Human Resources September 2013 - August 2014
NorthgateArinso March 2013 - September 2013
National BDPA May 2012 - March 2013
Confidential Companies August 2010 - March 2013
Vendormate, Inc. July 2012 - September 2012
County Seat Toastmasters July 2010 - December 2010
County Seat Toastmasters January 2009 - June 2010
TSYS 2007 - 2009
TSYS Acquiring Solutions 2007 - 2009
Skills
Project Management, Process Improvement, Change Management, Business Analysis, Business Relationship..., Voice of the Customer, Six Sigma, Vendor Management, Business Process Mapping, Management Consulting, Talent Acquisition, Human Resources, Journalism, Process Identification, Relationship Management, CRM, Training, Project Planning, Recruiting, Consulting, Management, Outsourcing, Strategy, Business Process, Leadership, Business Intelligence, Employee Engagement, Employee Relations, Program Management, ERP, Integration, HRIS
Education
Keller Graduate School of Management/Devry 2010 — 2012
M.S., Information Systems Management/Project Management, Graduated With Dinstinction
University of New Haven 1989 — 1991
M.A., Industrial/Organizational Psychology
University of New Haven 1983 — 1987
B.S., Communication
GSU J. Mack Robinson College of Business/Executive Education
Lean Six Sigma-Green Belt Certification
Institut Catholique de Paris
French
Citi September 2014 - Present
NGA Human Resources September 2013 - August 2014
NorthgateArinso March 2013 - September 2013
National BDPA May 2012 - March 2013
Confidential Companies August 2010 - March 2013
Vendormate, Inc. July 2012 - September 2012
County Seat Toastmasters July 2010 - December 2010
County Seat Toastmasters January 2009 - June 2010
TSYS 2007 - 2009
TSYS Acquiring Solutions 2007 - 2009
Skills
Project Management, Process Improvement, Change Management, Business Analysis, Business Relationship..., Voice of the Customer, Six Sigma, Vendor Management, Business Process Mapping, Management Consulting, Talent Acquisition, Human Resources, Journalism, Process Identification, Relationship Management, CRM, Training, Project Planning, Recruiting, Consulting, Management, Outsourcing, Strategy, Business Process, Leadership, Business Intelligence, Employee Engagement, Employee Relations, Program Management, ERP, Integration, HRIS
Education
Keller Graduate School of Management/Devry 2010 — 2012
M.S., Information Systems Management/Project Management, Graduated With Dinstinction
University of New Haven 1989 — 1991
M.A., Industrial/Organizational Psychology
University of New Haven 1983 — 1987
B.S., Communication
GSU J. Mack Robinson College of Business/Executive Education
Lean Six Sigma-Green Belt Certification
Institut Catholique de Paris
French
Ryan Wooten Ryan Wooten's Citi Experience July 2012 - February 2013
Job Associate at NovaQuest Capital Management, L.L.C.
Industry Investment Management
Experience
NovaQuest Capital Management, L.L.C. February 2013 - Present
Citi July 2012 - February 2013
Citi July 2009 - June 2012
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Due Diligence, Data Analysis, Investments, Equities, Portfolio Management, LBO, Mergers, Hedge Funds, Analytics, Asset Managment, Credit Analysis, Analysis, Equity Research, Emerging Markets, Leveraged Finance
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BS - Administration, Business
NovaQuest Capital Management, L.L.C. February 2013 - Present
Citi July 2012 - February 2013
Citi July 2009 - June 2012
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Due Diligence, Data Analysis, Investments, Equities, Portfolio Management, LBO, Mergers, Hedge Funds, Analytics, Asset Managment, Credit Analysis, Analysis, Equity Research, Emerging Markets, Leveraged Finance
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BS - Administration, Business
Garrett Graham Garrett Graham's Citi Experience November 2014 - Present
Job VP of Customer Experience at Citi Cards
Industry Banking
Experience
Citi November 2014 - Present
ClickFox July 2012 - October 2014
ClickFox June 2011 - July 2012
ClickFox June 2010 - June 2011
Brooksource June 2008 - June 2010
Brooksource June 2008 - January 2009
RepNation January 2008 - May 2008
Sigma Phi Epsilon November 2006 - November 2007
The Washington Post June 2007 - August 2007
USA Baseball September 2006 - May 2007
Skills
Analytics, Business Analysis, Business Intelligence, Social Media, Deliverables, Strategic Planning, Data Analysis, Start-ups, SaaS, Management, Customer Experience, Leadership
Education
Wake Forest University School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business
Walt Whitman High School 2000 — 2004
Citi November 2014 - Present
ClickFox July 2012 - October 2014
ClickFox June 2011 - July 2012
ClickFox June 2010 - June 2011
Brooksource June 2008 - June 2010
Brooksource June 2008 - January 2009
RepNation January 2008 - May 2008
Sigma Phi Epsilon November 2006 - November 2007
The Washington Post June 2007 - August 2007
USA Baseball September 2006 - May 2007
Skills
Analytics, Business Analysis, Business Intelligence, Social Media, Deliverables, Strategic Planning, Data Analysis, Start-ups, SaaS, Management, Customer Experience, Leadership
Education
Wake Forest University School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business
Walt Whitman High School 2000 — 2004
Dean Paul's Citi Experience March 2015 - July 2015
Job AML/ KYC/ Financial Crimes Investigator
Industry Banking
Experience
Citi March 2015 - July 2015
Citi January 2013 - March 2015
Wells Fargo (Contractor through AccountTemps) September 2011 - December 2012
North Carolina August 1990 - September 1992
Skills
Customer Service, Inventory Management, Sales, Event Management, Process Scheduler, AML, Investigation, Fraud, Due Diligence, Criminal Investigations, Criminal Justice, Criminology, KYC, Suspicious Activity..., Compliance, OFAC, Risk Assessment, USA PATRIOT Act, FinCEN, Terrorist Financing, Financial Crimes..., Anti Money Laundering, Mantas, Actimize, World Check, Financial Risk, Bank Secrecy Act, Operational Risk, Lexis Nexis, Red Flags, Lexis, Fraud Detection, Operational Risk..., Internal Audit, Retail Banking
Education
University of North Carolina at Charlotte 1993 — 1996
Bachelor of Science (B.S.), Criminal Justice
Wake Technical Community College 1991 — 1993
A.A.S, Criminal Justice
JOHNSTON COMMUNITY COLLEGE 1990 — 1990
Certification, BLET
Citi March 2015 - July 2015
Citi January 2013 - March 2015
Wells Fargo (Contractor through AccountTemps) September 2011 - December 2012
North Carolina August 1990 - September 1992
Skills
Customer Service, Inventory Management, Sales, Event Management, Process Scheduler, AML, Investigation, Fraud, Due Diligence, Criminal Investigations, Criminal Justice, Criminology, KYC, Suspicious Activity..., Compliance, OFAC, Risk Assessment, USA PATRIOT Act, FinCEN, Terrorist Financing, Financial Crimes..., Anti Money Laundering, Mantas, Actimize, World Check, Financial Risk, Bank Secrecy Act, Operational Risk, Lexis Nexis, Red Flags, Lexis, Fraud Detection, Operational Risk..., Internal Audit, Retail Banking
Education
University of North Carolina at Charlotte 1993 — 1996
Bachelor of Science (B.S.), Criminal Justice
Wake Technical Community College 1991 — 1993
A.A.S, Criminal Justice
JOHNSTON COMMUNITY COLLEGE 1990 — 1990
Certification, BLET
James Hinck's Citi Experience May 2015 - Present
Job AVP ICG Markets Treasury at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
GE Capital July 2013 - May 2015
GE Capital July 2011 - June 2013
Skills
Financial Modeling, Corporate Finance, Credit Risk, Portfolio Management, Finance, Underwriting, Financial Analysis, Bloomberg, Capital Markets, Risk Management, Credit Analysis, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business and Economic
Hanover High School 2004 — 2007
Citi May 2015 - Present
GE Capital July 2013 - May 2015
GE Capital July 2011 - June 2013
Skills
Financial Modeling, Corporate Finance, Credit Risk, Portfolio Management, Finance, Underwriting, Financial Analysis, Bloomberg, Capital Markets, Risk Management, Credit Analysis, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business and Economic
Hanover High School 2004 — 2007
Logan Suriano Logan Suriano's Citi Experience June 2011 - August 2011
Job Analyst at Sio Capital Management LLC
Industry Investment Management
Experience
Sio Capital Management LLC October 2012 - Present
Sonoma Capital Management, LLC January 2012 - June 2012
Citi June 2011 - August 2011
First Berlin Equity Research July 2008 - June 2010
Merrill Lynch October 2006 - July 2008
MIT – BIOTECHNOLOGY PROCESS ENGINEERING CENTER June 2004 - August 2004
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Equities
Education
Yale School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (BS); Bachelor of Arts (BA), Mathematics, Chemistry
Sio Capital Management LLC October 2012 - Present
Sonoma Capital Management, LLC January 2012 - June 2012
Citi June 2011 - August 2011
First Berlin Equity Research July 2008 - June 2010
Merrill Lynch October 2006 - July 2008
MIT – BIOTECHNOLOGY PROCESS ENGINEERING CENTER June 2004 - August 2004
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Equities
Education
Yale School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (BS); Bachelor of Arts (BA), Mathematics, Chemistry
Justin Paterno's Citi Experience June 2005 - June 2008
Job President at StockTwits
Industry Information Technology and Services
Experience
StockTwits June 2009 - Present
Fanium January 2012 - Present
yOOnew, Inc. June 2008 - June 2009
Citi June 2005 - June 2008
Willis Re January 2006 - April 2006
Skills
Portfolio Management, Equities, Risk Management, Trading, Options, Financial Risk, Finance, Strategic Planning, Strategy, Financial Modeling, Hedge Funds, Analytics, Investments, Valuation, Venture Capital, Product Development, Product Management, Web Analytics, Product Design, Social Media, Social Design, Social Networking..., Social Networking Sites, Financial News, Entrepreneurship
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
StockTwits June 2009 - Present
Fanium January 2012 - Present
yOOnew, Inc. June 2008 - June 2009
Citi June 2005 - June 2008
Willis Re January 2006 - April 2006
Skills
Portfolio Management, Equities, Risk Management, Trading, Options, Financial Risk, Finance, Strategic Planning, Strategy, Financial Modeling, Hedge Funds, Analytics, Investments, Valuation, Venture Capital, Product Development, Product Management, Web Analytics, Product Design, Social Media, Social Design, Social Networking..., Social Networking Sites, Financial News, Entrepreneurship
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
Bascome Majors's Citi Experience March 2008 - July 2010
Job Equity Research Analyst Industrials at Susquehanna International Group
Industry Capital Markets
Experience
Susquehanna International Group July 2010 - Present
Citi March 2008 - July 2010
Banc of America Securities June 2007 - February 2008
Ernst & Young August 2004 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MS
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BS
The Baylor School
Susquehanna International Group July 2010 - Present
Citi March 2008 - July 2010
Banc of America Securities June 2007 - February 2008
Ernst & Young August 2004 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MS
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BS
The Baylor School
Brian Hamburg's Citi Experience August 2015 - Present
Job
Industry Investment Banking
Experience
Citi August 2015 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Richmond 1996 — 2000
BSBA, Finance
Germantown Academy
Citi August 2015 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Richmond 1996 — 2000
BSBA, Finance
Germantown Academy
Jon Roper CRCM, CAMS's Citi Experience July 2014 - Present
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Bank of America March 2012 - July 2014
Bank of America February 2008 - March 2012
Bank of America April 2006 - February 2008
Bank of America July 2004 - April 2006
Best Buy May 2002 - July 2004
Skills
Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Credit, Loans, Banking, Executive Reporting, Fraud, Risk Management, Consumer Lending, Loss Mitigation, Financial Risk, Metrics, System Deployment, System Design, Training Delivery, SQL, C#, Six Sigma, Risk Assessment, Deposits, KYC, Financial Services, Operational Risk..., Anti Money Laundering
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Arts (B.A.), Criminal Justice
Citi July 2014 - Present
Bank of America March 2012 - July 2014
Bank of America February 2008 - March 2012
Bank of America April 2006 - February 2008
Bank of America July 2004 - April 2006
Best Buy May 2002 - July 2004
Skills
Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Credit, Loans, Banking, Executive Reporting, Fraud, Risk Management, Consumer Lending, Loss Mitigation, Financial Risk, Metrics, System Deployment, System Design, Training Delivery, SQL, C#, Six Sigma, Risk Assessment, Deposits, KYC, Financial Services, Operational Risk..., Anti Money Laundering
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor of Arts (B.A.), Criminal Justice
Markee Roseboro's Citi Experience June 2000 - March 2005
Job Systems, Reporting and Quality Control Manager, VP at Bank of the West
Industry Banking
Experience
Bank of the West April 2013 - Present
Bank of America June 2011 - April 2013
Bank of America February 2007 - June 2011
Bank of America June 2005 - February 2007
Citi June 2000 - March 2005
Skills
Process Improvement, Accounting, Account Reconciliation, Analysis, Banking, Risk Management, Operations Management, Commercial Banking, Financial Analysis, General Ledger, Budgets, Project Management, Globalization, General Ledger..., Customer Service, Financial Services, Management, System Conversion, Quality Control, Financial Reporting, Leadership, Credit Risk, Commercial Lending, Business Analysis, Business Process..., Loan Servicing, Operational Risk, Six Sigma, Sarbanes-Oxley Act, Performance Management, Microsoft Excel, Team Building, Ad Hoc Reporting, Data Quality, Dodd-Frank, CCAR, Consulting, bank, AFS
Education
University of North Carolina Charlotte
Bachelor of Science in Business Administration, Finance and Financial Management
Bank of the West April 2013 - Present
Bank of America June 2011 - April 2013
Bank of America February 2007 - June 2011
Bank of America June 2005 - February 2007
Citi June 2000 - March 2005
Skills
Process Improvement, Accounting, Account Reconciliation, Analysis, Banking, Risk Management, Operations Management, Commercial Banking, Financial Analysis, General Ledger, Budgets, Project Management, Globalization, General Ledger..., Customer Service, Financial Services, Management, System Conversion, Quality Control, Financial Reporting, Leadership, Credit Risk, Commercial Lending, Business Analysis, Business Process..., Loan Servicing, Operational Risk, Six Sigma, Sarbanes-Oxley Act, Performance Management, Microsoft Excel, Team Building, Ad Hoc Reporting, Data Quality, Dodd-Frank, CCAR, Consulting, bank, AFS
Education
University of North Carolina Charlotte
Bachelor of Science in Business Administration, Finance and Financial Management
Brad Hooper's Citi Experience 1994 - Present
Job Banking Professional
Industry Banking
Experience
Citi 1994 - Present
Citibank, NA/Citigroup 1994 - Present
Citigroup 1994 - 2008
Skills
Banking, Business Analysis, Retail Banking, Relationship Management, Credit, Financial Services, Program Management
Education
University of North Carolina at Chapel Hill 1985 — 1989
Citi 1994 - Present
Citibank, NA/Citigroup 1994 - Present
Citigroup 1994 - 2008
Skills
Banking, Business Analysis, Retail Banking, Relationship Management, Credit, Financial Services, Program Management
Education
University of North Carolina at Chapel Hill 1985 — 1989
Abhijit Deshmukh's Citi Experience August 2015 - Present
Job Market Risk Manager at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi July 2014 - August 2015
Citi December 2011 - June 2014
Royal Bank of Scotland October 2010 - December 2011
TIAA-CREF October 2009 - October 2010
Boston Analytics July 2006 - June 2008
Skills
Market Risk, Fixed Income, Portfolio Management, ALM, Analytics, SAS, VBA, Risk Management, Data Analysis, Statistical Modeling, Credit Risk, Derivatives, Financial Risk
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
MS, Mathematical Finance
VJTI (Mumbai University) 2002 — 2006
BE, Production Engineering
Citi August 2015 - Present
Citi July 2014 - August 2015
Citi December 2011 - June 2014
Royal Bank of Scotland October 2010 - December 2011
TIAA-CREF October 2009 - October 2010
Boston Analytics July 2006 - June 2008
Skills
Market Risk, Fixed Income, Portfolio Management, ALM, Analytics, SAS, VBA, Risk Management, Data Analysis, Statistical Modeling, Credit Risk, Derivatives, Financial Risk
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
MS, Mathematical Finance
VJTI (Mumbai University) 2002 — 2006
BE, Production Engineering
Joe Riccardo's Citi Experience June 2010 - June 2014
Job Managing Director at Evercore
Industry Capital Markets
Experience
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Kyle Marshburn's Citi Experience July 2015 - Present
Job Head of Sales Reporting and Goal Setting at Citi
Industry Banking
Experience
Citi July 2015 - Present
Citi April 2012 - July 2015
Bank of America (via ZeroChaos) April 2011 - April 2012
Morgan Stanley October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2008 - October 2010
Wachovia June 2006 - March 2008
Skills
Banking, Analytics, Business Development, Business Intelligence, Finance, Leadership, Loans, Performance Management, Risk Management, Small Business Lending, Strategy, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Maastricht (Netherlands) 2005 — 2005
Citi July 2015 - Present
Citi April 2012 - July 2015
Bank of America (via ZeroChaos) April 2011 - April 2012
Morgan Stanley October 2010 - April 2011
Wachovia, A Wells Fargo Company March 2008 - October 2010
Wachovia June 2006 - March 2008
Skills
Banking, Analytics, Business Development, Business Intelligence, Finance, Leadership, Loans, Performance Management, Risk Management, Small Business Lending, Strategy, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Maastricht (Netherlands) 2005 — 2005
Ann Bradshaw's Citi Experience June 1998 - January 2003
Job Director, OPEN Top Client Group at American Express
Industry Financial Services
Experience
American Express June 2014 - Present
American Express Global Business Travel September 2012 - June 2014
LegalShield / MidOcean Partners August 2011 - September 2012
Bank of Ireland September 2006 - April 2011
Barclays January 2003 - August 2006
Citi June 1998 - January 2003
Skills
Private Banking, Banking, Commercial Banking, Wealth Management, Credit Analysis, Portfolio Management, Retail Banking, Credit, Strategic Financial..., Financial Risk, Credit Risk, Investments, Loans, Commercial Lending, Relationship Management, Asset Managment, Hedge Funds, Financial Advisory, Mortgage Lending, Corporate Finance
Education
University of North Carolina at Chapel Hill 1994 — 1998
University of North Carolina at Chapel Hill
American Express June 2014 - Present
American Express Global Business Travel September 2012 - June 2014
LegalShield / MidOcean Partners August 2011 - September 2012
Bank of Ireland September 2006 - April 2011
Barclays January 2003 - August 2006
Citi June 1998 - January 2003
Skills
Private Banking, Banking, Commercial Banking, Wealth Management, Credit Analysis, Portfolio Management, Retail Banking, Credit, Strategic Financial..., Financial Risk, Credit Risk, Investments, Loans, Commercial Lending, Relationship Management, Asset Managment, Hedge Funds, Financial Advisory, Mortgage Lending, Corporate Finance
Education
University of North Carolina at Chapel Hill 1994 — 1998
University of North Carolina at Chapel Hill
Dana Cain Dhaliwal's Citi Experience July 2006 - September 2008
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2009 - Present
Citi July 2006 - September 2008
SunTrust Robinson Humphrey June 2004 - June 2006
SunTrust Bank August 2000 - June 2004
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
SunTrust Robinson Humphrey April 2009 - Present
Citi July 2006 - September 2008
SunTrust Robinson Humphrey June 2004 - June 2006
SunTrust Bank August 2000 - June 2004
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Matthew E. Carroll's Citi Experience February 2004 - May 2011
Job Partner at Brim Construction Company
Industry Construction
Experience
Brim Construction Company LLC April 2014 - Present
Carroll Insurance Consulting LLC June 2011 - Present
Citi February 2004 - May 2011
Skills
Finance, Training, Insurance, Management, Risk Management, Financial Analysis, Sales, Financial Services, Loans, Marketing Strategy, Marketing, Sales Management, Business Development, Investments, Banking, Leadership, Budgets, Customer Service, Business Strategy, Business Planning, Mortgage Lending, New Business Development, Life Insurance, Strategic Planning, Property & Casualty..., Business Analysis, Operations Management, General Insurance, Portfolio Management, Credit, Team Building, Strategy, Licensed Life & Health..., Management Consulting, Marketing Research, Entrepreneurship, Contract Negotiation, Construction Management
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Business/Corporate Communications
Brim Construction Company LLC April 2014 - Present
Carroll Insurance Consulting LLC June 2011 - Present
Citi February 2004 - May 2011
Skills
Finance, Training, Insurance, Management, Risk Management, Financial Analysis, Sales, Financial Services, Loans, Marketing Strategy, Marketing, Sales Management, Business Development, Investments, Banking, Leadership, Budgets, Customer Service, Business Strategy, Business Planning, Mortgage Lending, New Business Development, Life Insurance, Strategic Planning, Property & Casualty..., Business Analysis, Operations Management, General Insurance, Portfolio Management, Credit, Team Building, Strategy, Licensed Life & Health..., Management Consulting, Marketing Research, Entrepreneurship, Contract Negotiation, Construction Management
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Business/Corporate Communications
Michele Price, SPHR's Citi Experience October 2010 - December 2012
Job Director of Human Resources at Kingsdown, Inc.
Industry Human Resources
Experience
Kingsdown, Inc. December 2012 - Present
Citi October 2010 - December 2012
Burlington Manufacturing Services May 2007 - October 2010
Liberty Healthcare September 2005 - May 2007
Alamance Community College, Graham, NC March 2005 - September 2005
HRD Strategies, Inc. January 2003 - March 2005
Riddle & Company November 1999 - January 2003
Burlington Industries July 1989 - November 1999
Skills
Benefits Administration, Personnel Management, Leadership Development, Human Resources, Employee Relations, Onboarding, Talent Management, Change Management, HR Policies, Succession Planning, Management, HRIS, Performance Management, Recruiting, Process Improvement, Employee Engagement, Leadership, Sourcing, Deferred Compensation, Talent Acquisition, Employee Benefits, Team Building, Training
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (BS), Business Administration
Kingsdown, Inc. December 2012 - Present
Citi October 2010 - December 2012
Burlington Manufacturing Services May 2007 - October 2010
Liberty Healthcare September 2005 - May 2007
Alamance Community College, Graham, NC March 2005 - September 2005
HRD Strategies, Inc. January 2003 - March 2005
Riddle & Company November 1999 - January 2003
Burlington Industries July 1989 - November 1999
Skills
Benefits Administration, Personnel Management, Leadership Development, Human Resources, Employee Relations, Onboarding, Talent Management, Change Management, HR Policies, Succession Planning, Management, HRIS, Performance Management, Recruiting, Process Improvement, Employee Engagement, Leadership, Sourcing, Deferred Compensation, Talent Acquisition, Employee Benefits, Team Building, Training
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (BS), Business Administration
Jennifer Garth's Citi Experience April 2015 - Present
Job Senior Developer at Citi
Industry Computer Software
Experience
Citi April 2015 - Present
KPMG US June 2014 - April 2015
Farmers Insurance August 2013 - June 2014
Liberty Mutual February 2011 - June 2011
RK Auto Repair December 2010 - February 2011
JPMorgan Chase March 2008 - November 2008
BAE Systems September 2004 - March 2008
Skills
Microsoft Excel, VBA, Access, SQL, Analysis, Databases, VBScript, XML, SharePoint, Options
Education
Northeastern University
University of New Hampshire
Elementary Mathematics I Elementary Mathematics II
Citi April 2015 - Present
KPMG US June 2014 - April 2015
Farmers Insurance August 2013 - June 2014
Liberty Mutual February 2011 - June 2011
RK Auto Repair December 2010 - February 2011
JPMorgan Chase March 2008 - November 2008
BAE Systems September 2004 - March 2008
Skills
Microsoft Excel, VBA, Access, SQL, Analysis, Databases, VBScript, XML, SharePoint, Options
Education
Northeastern University
University of New Hampshire
Elementary Mathematics I Elementary Mathematics II
Jim Naughton's Citi Experience 2000 - August 2014
Job SunTrust
Industry Banking
Experience
SunTrust Bank August 2014 - Present
Citi 2000 - August 2014
Salomon Smith Barney/Citigroup Global Markets March 1996 - January 2000
Sallie Mae March 1985 - July 1995
Skills
Commercial Banking, Credit, Credit Analysis, Portfolio Management, Banking, Credit Risk, Small Business Lending, Retail Banking, Consumer Lending, Loans, Financial Services, Investments
Education
University of North Carolina at Chapel Hill 1980 — 1984
AB, Economics
SunTrust Bank August 2014 - Present
Citi 2000 - August 2014
Salomon Smith Barney/Citigroup Global Markets March 1996 - January 2000
Sallie Mae March 1985 - July 1995
Skills
Commercial Banking, Credit, Credit Analysis, Portfolio Management, Banking, Credit Risk, Small Business Lending, Retail Banking, Consumer Lending, Loans, Financial Services, Investments
Education
University of North Carolina at Chapel Hill 1980 — 1984
AB, Economics
Jim Helms's Citi Experience 1979 - 1981
Job Pro Bono Job Coach
Industry Human Resources
Experience
Volunteer - https://youtu.be/1zQOT2c2rA8 January 1990 - Present
The Home Depot May 2005 - July 2011
Sony Electronics 1994 - 2004
Lockheed Martin (COMSAT) 1985 - 1994
The Hartford 1981 - 1985
Citi 1979 - 1981
Century Graphics 1976 - 1979
U.S. Coast Guard 1967 - 1971
Skills
Coaching, Employee Relations, Management, Human Resources, Training, Performance Management, Customer Satisfaction, Leadership, Team Building, Call Centers, Process Improvement, Recruiting, Employee Training, Succession Planning, Leadership Development, Team Leadership, Employee Benefits, Operations Management, Vendor Management, Deferred Compensation, Change Management, Retail, Talent Management, Workforce Planning, Inventory Management, Consumer Electronics, Organizational..., Customer Service, Call Center, Cross-functional Team..., Conflict Resolution, Employee Engagement, Project Planning, Strategy, Customer Retention, Benefits Administration, Budgets, Six Sigma, Talent Acquisition, Outlook, Strategic Planning, Forecasting, Sales Operations, Customer Experience, Sales, Time Management, High-Tech Industry, Research Laboratory..., Banking industry, Retail industry
Education
University of New Orleans 1974 — 1976
Bachelor of Science, Business Administration and Management, General
Gordon Military College 1965 — 1967
Plant City High School 1961 — 1965
High School diploma
Volunteer - https://youtu.be/1zQOT2c2rA8 January 1990 - Present
The Home Depot May 2005 - July 2011
Sony Electronics 1994 - 2004
Lockheed Martin (COMSAT) 1985 - 1994
The Hartford 1981 - 1985
Citi 1979 - 1981
Century Graphics 1976 - 1979
U.S. Coast Guard 1967 - 1971
Skills
Coaching, Employee Relations, Management, Human Resources, Training, Performance Management, Customer Satisfaction, Leadership, Team Building, Call Centers, Process Improvement, Recruiting, Employee Training, Succession Planning, Leadership Development, Team Leadership, Employee Benefits, Operations Management, Vendor Management, Deferred Compensation, Change Management, Retail, Talent Management, Workforce Planning, Inventory Management, Consumer Electronics, Organizational..., Customer Service, Call Center, Cross-functional Team..., Conflict Resolution, Employee Engagement, Project Planning, Strategy, Customer Retention, Benefits Administration, Budgets, Six Sigma, Talent Acquisition, Outlook, Strategic Planning, Forecasting, Sales Operations, Customer Experience, Sales, Time Management, High-Tech Industry, Research Laboratory..., Banking industry, Retail industry
Education
University of New Orleans 1974 — 1976
Bachelor of Science, Business Administration and Management, General
Gordon Military College 1965 — 1967
Plant City High School 1961 — 1965
High School diploma
Gib Smith's Citi Experience Director of Corporate AccessCitigroup Markets & Banking2007 - 2010
Job Managing Director, Corporate Access Advisory Services, Citi
Industry Capital Markets
Experience
Citi Director of Corporate AccessCitigroup Markets & Banking2007 - 2010
Citigroup April 2004 - February 2007
Goldman Sachs August 1999 - February 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Masters, Business Administration
University of North Carolina at Chapel Hill 1986 — 1990
BA, History
Citi Director of Corporate AccessCitigroup Markets & Banking2007 - 2010
Citigroup April 2004 - February 2007
Goldman Sachs August 1999 - February 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Masters, Business Administration
University of North Carolina at Chapel Hill 1986 — 1990
BA, History
Robert Autrey's Citi Experience June 2014 - Present
Job Citi Bank Fraud Policy
Industry Banking
Experience
Citi June 2014 - Present
Bank of America March 2011 - Present
Bank of America June 2006 - March 2011
Wachovia Bank August 1997 - May 2006
Skills
Background Checks, Analytics
Education
University of North Carolina at Charlotte 1992 — 1994
Bachelor of Science, Criminal Justice - Concentration in Law
Citi June 2014 - Present
Bank of America March 2011 - Present
Bank of America June 2006 - March 2011
Wachovia Bank August 1997 - May 2006
Skills
Background Checks, Analytics
Education
University of North Carolina at Charlotte 1992 — 1994
Bachelor of Science, Criminal Justice - Concentration in Law
Steven Summers's Citi Experience April 2011 - Present
Job Director, Transportation Investment Banking
Industry Investment Banking
Experience
Citi April 2011 - Present
Citi March 2007 - March 2011
Qantas Airways January 2002 - February 2007
Blake Dawson October 2001 - December 2002
Qantas Airways February 1999 - October 2001
Skills
Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Valuation, Derivatives, Mergers & Acquisitions, Series 63, Series 79, Equities, Bloomberg, Hedge Funds, Securities, Due Diligence, Financial Analysis, Emerging Markets, Qualified Chartered...
Education
University of Newcastle
Bachelor of Laws (LL.B.), Commercial Law
University of Technology, Sydney
Financial Management
University of Newcastle
Bachelor of Commerce (B.Com.), Accounting and Finance
Citi April 2011 - Present
Citi March 2007 - March 2011
Qantas Airways January 2002 - February 2007
Blake Dawson October 2001 - December 2002
Qantas Airways February 1999 - October 2001
Skills
Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Valuation, Derivatives, Mergers & Acquisitions, Series 63, Series 79, Equities, Bloomberg, Hedge Funds, Securities, Due Diligence, Financial Analysis, Emerging Markets, Qualified Chartered...
Education
University of Newcastle
Bachelor of Laws (LL.B.), Commercial Law
University of Technology, Sydney
Financial Management
University of Newcastle
Bachelor of Commerce (B.Com.), Accounting and Finance
Charene Moy's Citi Experience February 1985 - November 2004
Job Office Manager at SolarCity
Industry Environmental Services
Experience
SolarCity January 2014 - Present
SolarCity October 2012 - January 2014
My Divine Concierge October 2011 - September 2012
Adecco April 2010 - June 2011
Citicapital November 2004 - August 2008
Citi February 1985 - November 2004
Citibank March 1981 - January 1985
Skills
Documentation, Customer Service, Excel, Customer Relations, Microsoft Word, Adobe Acrobat, PowerPoint, QuickBooks, Software Documentation, Microsoft Excel, Management, Finance, Accounts Payable, Time Management, Teamwork
Education
University of New Hampshire
BS, Counseling w/Business Minor
University of New Hampshire
BS, Counseling w/Business Minor
University of New Hampshire
SolarCity January 2014 - Present
SolarCity October 2012 - January 2014
My Divine Concierge October 2011 - September 2012
Adecco April 2010 - June 2011
Citicapital November 2004 - August 2008
Citi February 1985 - November 2004
Citibank March 1981 - January 1985
Skills
Documentation, Customer Service, Excel, Customer Relations, Microsoft Word, Adobe Acrobat, PowerPoint, QuickBooks, Software Documentation, Microsoft Excel, Management, Finance, Accounts Payable, Time Management, Teamwork
Education
University of New Hampshire
BS, Counseling w/Business Minor
University of New Hampshire
BS, Counseling w/Business Minor
University of New Hampshire
David Wang, MBA, PMP's Citi Experience 1999 - 2000
Job Project Management, IT Strategy, Process Improvement, Program Management, ERP / CRM
Industry Banking
Experience
Bank of America 2009 - 2014
Wells Fargo 2000 - 2008
Citi 1999 - 2000
Education
University of North Carolina at Charlotte
MBA, Business Administration
Bank of America 2009 - 2014
Wells Fargo 2000 - 2008
Citi 1999 - 2000
Education
University of North Carolina at Charlotte
MBA, Business Administration
Christopher L Watson's Citi Experience August 2012 - Present
Job Assistant Vice President AML/EDD Senior Analyst at Citi Bank
Industry Banking
Experience
Citi August 2012 - Present
Wells Fargo January 2011 - August 2012
Executive Office of the United States Attorney-Western District of North Carolina March 2008 - December 2010
CGI-AMS June 1998 - November 2007
Skills
Legal Research, Microsoft Office, Internet Research, Analysis, Online Research, Risk Management, Investigation, Training, Private Investigations, AML, Financial Risk, Criminal Law, Due Diligence, Internal Audit, Security, Courts, Banking, Fraud, Management, Operational Risk, Risk Assessment, Financial Services
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Criminal Justice and Psychology
Citi August 2012 - Present
Wells Fargo January 2011 - August 2012
Executive Office of the United States Attorney-Western District of North Carolina March 2008 - December 2010
CGI-AMS June 1998 - November 2007
Skills
Legal Research, Microsoft Office, Internet Research, Analysis, Online Research, Risk Management, Investigation, Training, Private Investigations, AML, Financial Risk, Criminal Law, Due Diligence, Internal Audit, Security, Courts, Banking, Fraud, Management, Operational Risk, Risk Assessment, Financial Services
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Criminal Justice and Psychology
Alexandra Medwick-Evans's Citi Experience July 2015 - Present
Job Relationship Manager
Industry Banking
Experience
Citi July 2015 - Present
Interaudi Bank September 2009 - January 2015
PricewaterhouseCoopers January 2008 - December 2008
Atos Origin June 2007 - July 2007
Mas Daumas Gassac Winery June 2005 - August 2005
Ernst & Young January 2004 - February 2004
Skills
New Business Development, Banking, Relationship Management, Real Estate Transactions, Financial Analysis, Teamwork, Loan Origination, Corporate Finance, Business Development, Residential Mortgages, Commercial Real Estate, Finance, At Multitasking, Analytical Skills, Organization Skills, Credit Analysis, Managerial Finance, Customer Service, Mortgage Banking, Customer Satisfaction
Education
ESSCA 2003 — 2008
Master, Accounting, Auditing, Managerial Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2006
Exchange Semester, Managerial Accounting, Corporate Finance, International Business, Behavioural Science
Citi July 2015 - Present
Interaudi Bank September 2009 - January 2015
PricewaterhouseCoopers January 2008 - December 2008
Atos Origin June 2007 - July 2007
Mas Daumas Gassac Winery June 2005 - August 2005
Ernst & Young January 2004 - February 2004
Skills
New Business Development, Banking, Relationship Management, Real Estate Transactions, Financial Analysis, Teamwork, Loan Origination, Corporate Finance, Business Development, Residential Mortgages, Commercial Real Estate, Finance, At Multitasking, Analytical Skills, Organization Skills, Credit Analysis, Managerial Finance, Customer Service, Mortgage Banking, Customer Satisfaction
Education
ESSCA 2003 — 2008
Master, Accounting, Auditing, Managerial Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2006
Exchange Semester, Managerial Accounting, Corporate Finance, International Business, Behavioural Science
Mike Spoo's Citi Experience July 2010 - Present
Job VPClient Development Officer
Industry Financial Services
Experience
Citi July 2010 - Present
American Woodmark June 2005 - June 2010
Altria May 2003 - May 2005
Skills
Sales Management, Sales, Customer Service, Forecasting, Microsoft Excel, Business Development, New Business Development, Accounting, Market Analysis, Strategic Planning, Market Planning, Negotiation, Leadership, Management, Retail, Strategy, Sales Operations, Marketing, Inventory Management, Team Building
Education
University of New Orleans 2007 — 2009
MBA, Finance
University of Minnesota 1999 — 2003
BA, Communication Studies
Citi July 2010 - Present
American Woodmark June 2005 - June 2010
Altria May 2003 - May 2005
Skills
Sales Management, Sales, Customer Service, Forecasting, Microsoft Excel, Business Development, New Business Development, Accounting, Market Analysis, Strategic Planning, Market Planning, Negotiation, Leadership, Management, Retail, Strategy, Sales Operations, Marketing, Inventory Management, Team Building
Education
University of New Orleans 2007 — 2009
MBA, Finance
University of Minnesota 1999 — 2003
BA, Communication Studies
Junyao Xu's Citi Experience August 2009 - August 2010
Job Consultant at Citi
Industry Financial Services
Experience
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
Bank of America August 2010 - Present
Citi August 2009 - August 2010
Bessemer Trust February 2009 - August 2009
Credit Suisse October 2007 - February 2009
Bessemer Trust May 2000 - September 2007
UBS December 1997 - April 2000
Skills
SDLC
Education
University of North Carolina at Chapel Hill
MS, Information Science
Peter DeCandia's Citi Experience April 1994 - Present
Job Corporate Equity Sales trader at Citi
Industry Financial Services
Experience
Citi April 1994 - Present
Education
University of New Hampshire 1989 — 1993
B.A., Sociology, Accounting
Citi April 1994 - Present
Education
University of New Hampshire 1989 — 1993
B.A., Sociology, Accounting
Robbert Thijs's Citi Experience June 1999 - July 2007
Job Senior Financial Analyst (AVP) at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2007 - Present
Citi June 1999 - July 2007
Siemens Enterprise Communications February 1996 - June 1999
Skills
Financial Modeling, Risk Management, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Strategic Financial..., Managerial Finance, Credit, Financial Services, Financial Risk, Credit Risk, Credit Analysis, Capital Markets, Loans, Relationship Management, Financial Reporting
Education
University of North Carolina at Charlotte 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
JPMorgan Chase July 2007 - Present
Citi June 1999 - July 2007
Siemens Enterprise Communications February 1996 - June 1999
Skills
Financial Modeling, Risk Management, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Strategic Financial..., Managerial Finance, Credit, Financial Services, Financial Risk, Credit Risk, Credit Analysis, Capital Markets, Loans, Relationship Management, Financial Reporting
Education
University of North Carolina at Charlotte 1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Tyler Daluz's Citi Experience August 2010 - July 2014
Job Vice President, Global Sustainable Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Citi August 2010 - July 2014
Citigroup September 2007 - August 2010
PRISMA Microfinance of Peru June 2007 - July 2007
University of North Carolina at Chapel Hill December 2004 - May 2006
Skills
Grassroots Fundraising, Media Relations, Microsoft Office, Social Media..., Employee Engagement, Qualitative Research, Community Outreach, Cross-functional Team..., Competitive Analysis, Corporate Sustainability, Sustainability Reporting, Environmental Science, Corporate Social..., Corporate Communications, Marketing Communications, Leadership, Strategy, Fundraising
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Environmental Studies and International Relations
Morgan Stanley August 2014 - Present
Citi August 2010 - July 2014
Citigroup September 2007 - August 2010
PRISMA Microfinance of Peru June 2007 - July 2007
University of North Carolina at Chapel Hill December 2004 - May 2006
Skills
Grassroots Fundraising, Media Relations, Microsoft Office, Social Media..., Employee Engagement, Qualitative Research, Community Outreach, Cross-functional Team..., Competitive Analysis, Corporate Sustainability, Sustainability Reporting, Environmental Science, Corporate Social..., Corporate Communications, Marketing Communications, Leadership, Strategy, Fundraising
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Environmental Studies and International Relations
Jiandi Effendi's Citi Experience October 2006 - December 2007
Job Career break Consumer Banking Professional
Industry Banking
Experience
Poplar Play Centre January 2010 - September 2010
Mosac January 2009 - September 2009
Habib Bank Limited December 2007 - December 2008
Citi October 2006 - December 2007
Citi May 2006 - October 2006
Citi August 2005 - May 2006
Toys R Us February 2004 - May 2005
Skills
Analysis, Management, Portfolio Management, Research, Banking, Credit Cards, Mergers & Acquisitions, Product Development, Teamwork, Cards, Credit, Retail, Customer Service, Team Management, Time Management, Retail Banking, Fundraising, Finance, Product Management, Customer Satisfaction, Credit Risk, Brand Management, Relationship Management, Risk Management, Business Analysis, Sales Management
Education
University of New Orleans 1999 — 2003
Bachelors of Science
Poplar Play Centre January 2010 - September 2010
Mosac January 2009 - September 2009
Habib Bank Limited December 2007 - December 2008
Citi October 2006 - December 2007
Citi May 2006 - October 2006
Citi August 2005 - May 2006
Toys R Us February 2004 - May 2005
Skills
Analysis, Management, Portfolio Management, Research, Banking, Credit Cards, Mergers & Acquisitions, Product Development, Teamwork, Cards, Credit, Retail, Customer Service, Team Management, Time Management, Retail Banking, Fundraising, Finance, Product Management, Customer Satisfaction, Credit Risk, Brand Management, Relationship Management, Risk Management, Business Analysis, Sales Management
Education
University of New Orleans 1999 — 2003
Bachelors of Science
Thomas Matola's Citi Experience June 2002 - February 2007
Job Mid Atlantic Area Manager at Westlake Financial Services
Industry Financial Services
Experience
Westlake Financial Services August 2014 - Present
NextGear Capital/Dealer Services Corporation (DSC) February 2007 - September 2013
Citi June 2002 - February 2007
CashUSA January 2000 - June 2002
Toby Wells Pontiac, Buick, GMC 1996 - 1999
Skills
Finance, Leadership, Training, Management, Sales, Marketing
Education
University of North Carolina at Charlotte 1986 — 1991
Bachelor's degree
University of North Carolina at Charlotte
BS
Westlake Financial Services August 2014 - Present
NextGear Capital/Dealer Services Corporation (DSC) February 2007 - September 2013
Citi June 2002 - February 2007
CashUSA January 2000 - June 2002
Toby Wells Pontiac, Buick, GMC 1996 - 1999
Skills
Finance, Leadership, Training, Management, Sales, Marketing
Education
University of North Carolina at Charlotte 1986 — 1991
Bachelor's degree
University of North Carolina at Charlotte
BS
Daniel Valenti's Citi Experience December 2010 - Present
Job Senior Vice President, Citi Treasury Investments
Industry Financial Services
Experience
Citi December 2010 - Present
Citi July 2006 - December 2010
PwC July 2004 - July 2006
Skills
Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Asset Management, Investments, Bloomberg, Banking, Risk Management
Education
University of North Carolina at Chapel Hill 2003 — 2004
Master of Accounting, Accounting
University of North Carolina at Chapel Hill 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Loomis Chaffee 1994 — 1998
High School Diploma
Citi December 2010 - Present
Citi July 2006 - December 2010
PwC July 2004 - July 2006
Skills
Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis, Valuation, Asset Management, Investments, Bloomberg, Banking, Risk Management
Education
University of North Carolina at Chapel Hill 2003 — 2004
Master of Accounting, Accounting
University of North Carolina at Chapel Hill 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Loomis Chaffee 1994 — 1998
High School Diploma
Obi Ojukwu's Citi Experience November 2014 - Present
Job Director Corporate M&A at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
Jefferies October 2010 - October 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Alliance Consulting February 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Nigeria
BSc., Computer Science and Physics
Citi November 2014 - Present
Jefferies October 2010 - October 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Alliance Consulting February 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Nigeria
BSc., Computer Science and Physics
Jim Balk's Citi Experience 2000 - 2009
Job Collection Manager at Automobile Acceptance Corporation
Industry Financial Services
Experience
Automobile Acceptance Corporation September 2009 - Present
Citi 2000 - 2009
City of Charlotte April 2000 - November 2000
Americredit October 1997 - April 2000
Arcadia Financial May 1996 - October 1997
Skills
Collections Management, Loss Control, Operations Management, Call Centers, Auto Finance, Credit Cards, Risk Management, Loans, Credit Risk, Credit, Credit Analysis, Banking, Process Improvement, Leadership, Portfolio Management, Management, Financial Services, Financial Risk, Relationship Management, Vendor Management, Customer Service
Education
University of North Carolina at Charlotte 1992 — 1994
Master of Business Administration (MBA), 3.8/4.0
University of North Carolina at Charlotte 1987 — 1989
Bachelor's degree, Business Administration, Management and Operations, 3.9/4.0
Automobile Acceptance Corporation September 2009 - Present
Citi 2000 - 2009
City of Charlotte April 2000 - November 2000
Americredit October 1997 - April 2000
Arcadia Financial May 1996 - October 1997
Skills
Collections Management, Loss Control, Operations Management, Call Centers, Auto Finance, Credit Cards, Risk Management, Loans, Credit Risk, Credit, Credit Analysis, Banking, Process Improvement, Leadership, Portfolio Management, Management, Financial Services, Financial Risk, Relationship Management, Vendor Management, Customer Service
Education
University of North Carolina at Charlotte 1992 — 1994
Master of Business Administration (MBA), 3.8/4.0
University of North Carolina at Charlotte 1987 — 1989
Bachelor's degree, Business Administration, Management and Operations, 3.9/4.0
Marcus Davis, MISM's Citi Experience July 2013 - June 2015
Job System Analyst at Kforce Inc
Industry Information Technology and Services
Experience
Kforce Inc August 2015 - Present
Collabera July 2015 - July 2015
Citi July 2013 - June 2015
Bank of America (Contract) February 2013 - July 2013
JPMorgan Chase July 2011 - February 2013
Northrop Grumman Information Systems January 2011 - July 2011
CompuCom (Contract) August 2010 - January 2011
Gaylord Texan Resort & Convention Center (Contract) May 2010 - August 2010
FedEx Services June 2009 - February 2010
FedEx Services November 2004 - June 2009
Skills
Microsoft Office Visio, Microsoft Office Project, Microsoft Office..., Microsoft Office Outlook, Microsoft Office Excel, Microsoft Office..., Microsoft Office Word, HP Quality Center, SharePoint, SAP Portal, Kronos, Troubleshooting, Databases, Visio, MS Project, Operating Systems, Quality Center, Network Security, Computer Hardware, Windows 7, PowerPoint, Outlook, Technical Support, Microsoft Publisher, SQL, VPN, Active Directory, Security, Networking, Java, Cisco Technologies, Microsoft Excel, Analysis, Business Analysis, SDLC, XP, Microsoft SQL Server, IT Service Management, Testing
Education
University of Phoenix 2008 — 2009
Masters, Master of Information Systems
University of North Alabama 1999 — 2003
BS, Computer Information Systems
Kforce Inc August 2015 - Present
Collabera July 2015 - July 2015
Citi July 2013 - June 2015
Bank of America (Contract) February 2013 - July 2013
JPMorgan Chase July 2011 - February 2013
Northrop Grumman Information Systems January 2011 - July 2011
CompuCom (Contract) August 2010 - January 2011
Gaylord Texan Resort & Convention Center (Contract) May 2010 - August 2010
FedEx Services June 2009 - February 2010
FedEx Services November 2004 - June 2009
Skills
Microsoft Office Visio, Microsoft Office Project, Microsoft Office..., Microsoft Office Outlook, Microsoft Office Excel, Microsoft Office..., Microsoft Office Word, HP Quality Center, SharePoint, SAP Portal, Kronos, Troubleshooting, Databases, Visio, MS Project, Operating Systems, Quality Center, Network Security, Computer Hardware, Windows 7, PowerPoint, Outlook, Technical Support, Microsoft Publisher, SQL, VPN, Active Directory, Security, Networking, Java, Cisco Technologies, Microsoft Excel, Analysis, Business Analysis, SDLC, XP, Microsoft SQL Server, IT Service Management, Testing
Education
University of Phoenix 2008 — 2009
Masters, Master of Information Systems
University of North Alabama 1999 — 2003
BS, Computer Information Systems
Matthew Pinkos's Citi Experience 2005 - 2008
Job Assistant Vice President Store Manager at TD Bank
Industry Banking
Experience
TD Bank Group January 2012 - Present
Citizens Bank February 2008 - January 2012
Citi 2005 - 2008
Sprint 2001 - 2005
Skills
Sales Management, Sales, Management, Leadership, Marketing Strategy, Sales Operations, Strategy, Business Development, Negotiation, Retail, Loans, Customer Service, Selling, Banking, Cold Calling, Credit, Strategic Planning, New Business Development, Time Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
B.A, Financial & Managerial Economics
TD Bank Group January 2012 - Present
Citizens Bank February 2008 - January 2012
Citi 2005 - 2008
Sprint 2001 - 2005
Skills
Sales Management, Sales, Management, Leadership, Marketing Strategy, Sales Operations, Strategy, Business Development, Negotiation, Retail, Loans, Customer Service, Selling, Banking, Cold Calling, Credit, Strategic Planning, New Business Development, Time Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
B.A, Financial & Managerial Economics
Jim Cofer's Citi Experience October 2004 - August 2009
Job Corporate Business Analyst at Noranda Aluminum
Industry Mining & Metals
Experience
Noranda Aluminum October 2014 - Present
Primeritus Financial Services, Inc March 2014 - October 2014
ThyssenKrupp Elevator September 2010 - March 2014
Baymont Inn & Suites August 2009 - September 2010
Citi October 2004 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Project Finance, Data Analysis, Gross Profit Analysis, Financial Control, Financial Management, PowerPoint, Standard Costs, Consumer Lending, Mortgage Lending, Collections, Hospitality Industry, Hotel Management, Guest Satisfaction, Customer Satisfaction, Process Improvement, Financial Audits, Analysis, Forecasting, Managerial Finance, Contract Negotiation, Sales Management, Customer Service, Team Building, Management, Budgets, Procurement, Negotiation
Education
University of North Alabama 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of North Alabama 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Noranda Aluminum October 2014 - Present
Primeritus Financial Services, Inc March 2014 - October 2014
ThyssenKrupp Elevator September 2010 - March 2014
Baymont Inn & Suites August 2009 - September 2010
Citi October 2004 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Project Finance, Data Analysis, Gross Profit Analysis, Financial Control, Financial Management, PowerPoint, Standard Costs, Consumer Lending, Mortgage Lending, Collections, Hospitality Industry, Hotel Management, Guest Satisfaction, Customer Satisfaction, Process Improvement, Financial Audits, Analysis, Forecasting, Managerial Finance, Contract Negotiation, Sales Management, Customer Service, Team Building, Management, Budgets, Procurement, Negotiation
Education
University of North Alabama 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of North Alabama 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Karin Plude's Citi Experience January 2014 - Present
Job SVP, CITI Finance Risk & Control at Citi
Industry Banking
Experience
Citi January 2014 - Present
Citigroup March 1996 - January 2014
Skills
Operational Risk..., Operational Risk, Financial Risk, AML, Risk Management, KYC, Financial Services, Banking, Finance
Education
University of North Carolina at Charlotte 1989 — 1994
BSBA, Finance, International Business
Citi January 2014 - Present
Citigroup March 1996 - January 2014
Skills
Operational Risk..., Operational Risk, Financial Risk, AML, Risk Management, KYC, Financial Services, Banking, Finance
Education
University of North Carolina at Charlotte 1989 — 1994
BSBA, Finance, International Business
Daniel Zilnicki's Citi Experience October 2013 - Present
Job Fixed Income Middle Office Analyst
Industry Investment Banking
Experience
Citi October 2013 - Present
Friar's Head Golf Course April 2003 - October 2013
GEX Inc December 2012 - February 2013
University of New Hampshire September 2010 - December 2010
Skills
Critical Thinking, Fast Learner, Excel, Data Analysis, Research, SPSS, PowerPoint, Microsoft Office, Microsoft Word, Access, Public Speaking, Analysis, Customer Service, Spanish, Time Management, Teamwork, Leadership, Teaching
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.A., Economics
Citi October 2013 - Present
Friar's Head Golf Course April 2003 - October 2013
GEX Inc December 2012 - February 2013
University of New Hampshire September 2010 - December 2010
Skills
Critical Thinking, Fast Learner, Excel, Data Analysis, Research, SPSS, PowerPoint, Microsoft Office, Microsoft Word, Access, Public Speaking, Analysis, Customer Service, Spanish, Time Management, Teamwork, Leadership, Teaching
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.A., Economics
Rebecca Owusu's Citi Experience August 2006 - August 2010
Job Student at Strayer University
Industry Higher Education
Experience
Strayer University June 2011 - Present
Citi August 2006 - August 2010
Skills
Microsoft Office, Banking, Education
Education
Strayer University (DC) 2008 — 2010
MED, Education Management
UNC Chapel Hill 2001 — 2005
BA, African American Studies
Strayer University June 2011 - Present
Citi August 2006 - August 2010
Skills
Microsoft Office, Banking, Education
Education
Strayer University (DC) 2008 — 2010
MED, Education Management
UNC Chapel Hill 2001 — 2005
BA, African American Studies
Wei-Chuan Lin's Citi Experience January 2014 - March 2015
Job Center Director at Mathnasium of Trumbull
Industry Education Management
Experience
Mathnasium of Trumbull April 2015 - Present
Citi January 2014 - March 2015
Sovereign Bank May 2013 - November 2013
Citizens Bank November 2010 - April 2013
Citizens Bank June 2007 - October 2010
Hubbell Wiring Devices April 2006 - May 2007
Hubbell Wiring Devices July 2000 - March 2006
Skills
SAS, Excel, Access, PowerPoint, Word, Analysis, Portfolio Management, Credit Risk, Banking, Visio, Credit Cards, Forecasting, Analytics, Microsoft Excel, Financial Risk, Finance, Credit, Risk Management, Process Improvement, Budgets, Risk Analytics
Education
University of New Haven 2002 — 2003
MBA, Finance, 3.85
University of New Haven 2000 — 2002
Aviation, Air Transportation Management, 3.7
Nankai University 1995 — 1997
AS, Mechanical Engineering, 3.2
Mathnasium of Trumbull April 2015 - Present
Citi January 2014 - March 2015
Sovereign Bank May 2013 - November 2013
Citizens Bank November 2010 - April 2013
Citizens Bank June 2007 - October 2010
Hubbell Wiring Devices April 2006 - May 2007
Hubbell Wiring Devices July 2000 - March 2006
Skills
SAS, Excel, Access, PowerPoint, Word, Analysis, Portfolio Management, Credit Risk, Banking, Visio, Credit Cards, Forecasting, Analytics, Microsoft Excel, Financial Risk, Finance, Credit, Risk Management, Process Improvement, Budgets, Risk Analytics
Education
University of New Haven 2002 — 2003
MBA, Finance, 3.85
University of New Haven 2000 — 2002
Aviation, Air Transportation Management, 3.7
Nankai University 1995 — 1997
AS, Mechanical Engineering, 3.2
Laurel Terry's Citi Experience August 2006 - July 2008
Job Lead Commercial Lending Representative at People's United Bank
Industry Banking
Experience
People's United Bank February 2014 - Present
People's United Bank March 2011 - February 2014
Slade Gorton July 2008 - March 2011
Citi August 2006 - July 2008
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts (B.A.)
Hopkinton High School 1995 — 1999
People's United Bank February 2014 - Present
People's United Bank March 2011 - February 2014
Slade Gorton July 2008 - March 2011
Citi August 2006 - July 2008
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts (B.A.)
Hopkinton High School 1995 — 1999
Richard So's Citi Experience January 2006 - September 2013
Job Retired Fraud Analyst at Citi
Industry Financial Services
Experience
Citi January 2006 - September 2013
Citi 1996 - 2013
Citi September 1996 - January 2006
Skills
Banking, Credit, Financial Risk, Credit Risk, Retail Banking, Credit Analysis, Portfolio Management, Loans, AML, Financial Services, Financial Analysis, Mortgage Lending, Payments
Education
UNO
Master of Science (MS), Mathematics
UNO
Master of Science (MS), Math
University of New Orleans
Citi January 2006 - September 2013
Citi 1996 - 2013
Citi September 1996 - January 2006
Skills
Banking, Credit, Financial Risk, Credit Risk, Retail Banking, Credit Analysis, Portfolio Management, Loans, AML, Financial Services, Financial Analysis, Mortgage Lending, Payments
Education
UNO
Master of Science (MS), Mathematics
UNO
Master of Science (MS), Math
University of New Orleans
Daniel Barney's Citi Experience May 2011 - September 2011
Job Currently completing my prerequisites for PA and Nursing
Industry Higher Education
Experience
Manning and Napier Advisors, LLC September 2011 - August 2014
Citi May 2011 - September 2011
36 Smokeshop December 2010 - March 2011
Skills
Microsoft Office, QuickBooks, SAS, Forecasting
Education
Monroe Community College 2012 — 2013
Organic Chemistry
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science (BS), Economics
Monroe Community College
Biology, Human A and P, and Microbiology
Manning and Napier Advisors, LLC September 2011 - August 2014
Citi May 2011 - September 2011
36 Smokeshop December 2010 - March 2011
Skills
Microsoft Office, QuickBooks, SAS, Forecasting
Education
Monroe Community College 2012 — 2013
Organic Chemistry
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science (BS), Economics
Monroe Community College
Biology, Human A and P, and Microbiology
William Beachum's Citi Experience May 2013 - August 2014
Job Financial Services Professional
Industry Financial Services
Experience
Citi May 2013 - August 2014
Citi June 2012 - May 2013
Santander Consumer USA Inc. September 2010 - February 2012
Citi March 2007 - September 2010
Skills
Loss Prevention, Skip Tracing, collateral recovery, Client Relations, Payments
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Political Science and Government
Western Carolina University
Bachelor of Science (BS), Political Science and Government
Citi May 2013 - August 2014
Citi June 2012 - May 2013
Santander Consumer USA Inc. September 2010 - February 2012
Citi March 2007 - September 2010
Skills
Loss Prevention, Skip Tracing, collateral recovery, Client Relations, Payments
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Political Science and Government
Western Carolina University
Bachelor of Science (BS), Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.