Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
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42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Citi February 2015 - Present
Schlumberger November 2013 - October 2014
Schlumberger October 2011 - October 2014
TARDEC June 2010 - August 2010
Modlab May 2009 - October 2009
Skills
LWD, Microsoft Office, Oil & Gas, Directional Drilling, Drilling, Microsoft Excel, Financial Modeling, Research, Matlab, PowerPoint, Data Analysis, Measurement while..., Logging while Drilling, Horizontal Directional..., Log Interpretation
Education
University of Pennsylvania 2007 — 2011
BSE, Mechanical Engineering and Applied Mechanics, Engineering Entrepreneurship
Grosse Pointe South High School 2003 — 2007
Citi July 2015 - August 2015
Urban Retail & Real Estate June 2015 - June 2015
Jeezzle Inc. February 2015 - May 2015
Samsung Securities August 2010 - May 2014
Cushman & Wakefield August 2008 - April 2010
Republic of Korea Air Force March 2005 - June 2008
A.T. Kearney October 2004 - November 2004
UBS July 2004 - September 2004
Korea Development Institute (KDI) July 2003 - August 2003
International Monetary Fund March 2001 - May 2001
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Finance, Master of Business Administration
The University of Chicago 2001 — 2004
Economics, Bachelor of Arts
Citi June 2015 - Present
PwC India June 2014 - August 2014
Goldman Sachs April 2014 - April 2014
Skills
Research, Teamwork, Public Speaking, Java, Consulting, Basketball, Microsoft Excel, Creative Writing, Team Leadership, Data Analysis, Market Research, Leadership, Nonprofits, Management, Analysis, Finance, Economics, Marketing
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.Sc.) in Economics, Finance
La Martiniere For Girls, Kolkata, India 1998 — 2013
High School
Citi June 2015 - Present
MetLife July 2013 - May 2015
Citi June 2012 - August 2012
Hersha Hospitality July 2011 - August 2011
Skills
Finance, Credit Analysis, Structured Finance, ABS, Securitization, Microsoft Excel, CFA Level II Candidate, VBA, Microsoft SQL Server, Programming, Bloomberg Terminal, Bloomberg, Investment Management, Financial Modeling, Mathematics, Econometrics, Python, Time Series Analysis, Statistical Modeling, Statistics, Analytics, Matlab, R, Microsoft Office, Data Analysis, Investments, Financial Analysis, Portfolio Management, RMBS, CMBS, CLO, Consumer Finance, Intex, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Cash Flow Analysis, Trading Strategies, Fixed Income Strategies
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BSc)
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA)
Oliver Wyman July 2014 - Present
Standard Chartered Bank June 2013 - August 2013
Unilever August 2012 - August 2012
The Coca-Cola Company May 2012 - June 2012
Citi June 2011 - August 2011
JWT August 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Social Media, Data Analysis, Strategy, Microsoft Word, Marketing, Market Research, Analysis, Financial Modeling, Competitive Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
International School of Beijing 2006 — 2010
International Baccalaureate (IB) Diploma
Golden State Warriors October 2014 - Present
Bain & Company September 2013 - July 2014
Bain & Company October 2011 - August 2013
Citi June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Finance
Shanghai American School 2003 — 2007
New York Life Insurance Company June 2015 - Present
Towers Watson May 2014 - August 2014
The Wharton School February 2014 - May 2014
Citi June 2013 - August 2013
Aon Risk Solutions June 2012 - August 2012
Skills
Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Data Analysis, Actuarial Science, Actuarial Consulting, Valuation, Financial Risk..., Retirement Planning, Statistics, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics- Finance, Actuarial Science, Operations and Information Management
Singapore American School 2003 — 2011
Paychex April 2001 - Present
PNC January 1998 - January 2002
Citi January 1986 - January 1998
Skills
Risk Management, Leadership, Management, Process Improvement, Employee Benefits, Finance, Strategy, Executive Management, Analysis, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 2006 — 2007
Advanced Risk Management, Risk Management
Citi June 2015 - Present
The Tutoring Center at the University of Pennsylvania January 2014 - Present
Skills
Team Leadership, Corporate Finance, Financial Accounting, Valuation, Finance, Marketing, Microsoft Excel, PowerPoint, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics (BS), Accounting/ Finance
Citi July 2010 - February 2014
Centene Corporation June 2009 - August 2009
Skills
Sports, Valuation, Financial Modeling, Sports Marketing, Due Diligence, Media, Digital Media, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Economics
Orchard Lake St. Mary's 2002 — 2006
Visa January 2012 - Present
TrialPay July 2011 - March 2015
Visa October 2008 - December 2011
Citi January 2005 - June 2008
Citigroup June 2001 - December 2004
Salomon Smith Barney August 1998 - May 2001
Smith Barney May 1996 - July 1998
JP Morgan & Co July 1994 - May 1996
Skills
Valuation, Due Diligence, Financial Modeling, Strategic Partnerships, Mergers, Investment Banking, Business Alliances, Acquisitions, Corporate Development, Business Development, Payments, Joint Ventures, E-commerce, Mergers & Acquisitions, Executive Management, Venture Capital, IPO, Corporate Finance, Digital Media, Equities, Strategy, Emerging Markets, Private Equity, Mobile Payments
Education
University of Pennsylvania, Wharton School 1990 — 1994
BS Economics, Dual Concentration in Finance and Accounting
Citi January 2006 - Present
Citibank NA February 2000 - March 2006
Citibank NA January 1997 - February 2000
Citibank NA - The Private Bank June 1990 - May 1997
Deloitte and Touche 1988 - 1990
Skills
Project Management, New Product Development, Development of..., Development of..., Strategic Planning, Strategic Planning for...
Education
NYU Stern School of Business 1985 — 1988
Master of Business Administration (MBA), General and Public Finance
University of Pennsylvania - The Wharton School 1977 — 1980
Bachelor of Applied Science (B.A.Sc.), Marketing and Management
Citi August 1987 - Present
Skills
Sovereign Risk..., Sovereign Ratings, Global Regulatory..., Credit Risk Assessment, Cross-border..., Economic Capital, Risk Systems and..., Cross-functional Team..., Project Management, Written & Oral...
Education
University of Pennsylvania - The Wharton School 1983 — 1984
Master of Business Administration (MBA), Finance
The American University School of International Service 1976 — 1979
Bachelor of Arts (BA), International Studies and Economics, Cum Laude
Remark January 2014 - Present
Uncommon Ventures January 2014 - June 2014
OCA Ventures March 2014 - March 2014
3Q Digital December 2013 - December 2013
GEAK (ShanDa Interactive Entertainment Ltd.) July 2013 - August 2013
Citi August 2011 - August 2011
Skills
Awesomeness, General Awesomeness, Singing, Entrepreneurship, Public Speaking, Microsoft Excel, Financial Analysis, Presentations, HTML, Customer Service, Java, Public Relations, Publicity, CSS, Digital Marketing, Entertainment, Business Development, Negotiation, Conflict Resolution, User Experience Design, Tennis, Scheme, Objective-C, iOS development, Dev C++, Badminton, DIV+CSS, Value Investing, jQuery, Bootstrap
Education
University of Chicago 2013 — 2017
Bachelor's degree, Economics & Computer Science
University of Pennsylvania - The Wharton School 2012 — 2012
Leadership in the Business World (LBW), Business
Shenzhen Middle School 2010 — 2013
High School Diploma
Integral Development Corporation June 2013 - Present
MarketAxess August 2011 - May 2013
Citi September 2009 - August 2011
Citi November 2008 - September 2009
Citi June 2007 - November 2008
Skills
Business Development, Fixed Income, Foreign Exchange, Electronic Trading, Trading, Product Management, Business Analysis, Capital Markets, CRM, Trading Systems, Credit, Direct Sales, Sales Operations, Relationship Management, Investment Banking, FX Options, Derivatives, CDS, Hedge Funds, Equities, Investments, Financial Modeling
Education
Wharton School, University of Pennsylvania
Huntsman Program
Apax Partners July 2014 - Present
Citi June 2012 - July 2014
University of Pennsylvania August 2011 - May 2012
Citi May 2011 - August 2011
Skills
Valuation, Financial Analysis, Investment Banking, Analysis, Equities, Venture Capital, Finance, Financial Modeling, Research, Corporate Finance, Bloomberg, Economics, Data Analysis, Mergers & Acquisitions
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science, Engineering, Chemical
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Finance, Management
Souderton Area High School 2004 — 2008
High School Diploma
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
Citi, Global Program Management Office 2013 - Present
Citi May 2011 - July 2013
Citigroup- Citicards September 2007 - May 2011
Citigroup-Citibank August 2005 - 2007
Citigroup October 2002 - July 2005
CitiFinancial July 2000 - 2002
Skills
Banking, Portfolio Management, Relationship Management, Management, Process Improvement, Leadership, Segmentation, Finance, Credit, Loans, Strategic Planning, Financial Services, Risk Management, Retail Banking, Analytics, Investments, Business Development, Marketing, Mergers
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Economics and Political Science
Citi June 2014 - Present
Credit Suisse June 2013 - August 2013
The Wharton School August 2012 - December 2012
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BSE, Finance, General
Staples High School 2006 — 2010
High School
Citadel LLC September 2015 - Present
Ares Management August 2014 - August 2015
Citi June 2012 - June 2014
Citi June 2011 - August 2011
Citi June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance
Milken Community High School 2004 — 2008
Rakuten August 2014 - Present
Rakuten June 2013 - August 2013
Woori Private Equity 2010 - 2012
A.T. Kearney 2007 - 2010
Nplatform 2005 - 2007
Citi 2002 - 2004
Skills
Business Strategy, Technology, Private Equity, Mergers, Due Diligence, Valuation, New Business Development, Management Consulting, Financial Modeling, Investments, Mergers & Acquisitions, Corporate Finance, Management, Strategy, Strategic Planning, Portfolio Management, Change Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management
Yonsei University 1996 — 2002
B.A, Political Science / Business Administration
Glenview Capital April 2015 - Present
American Capital July 2013 - March 2015
Citi June 2011 - June 2013
UBS June 2010 - August 2010
Morgan Stanley Smith Barney December 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance and Accounting
Plano Senior High 2005 — 2007
Amazon 2014 - 2014
Citi 2012 - 2013
Citi 2009 - 2012
Citi 2006 - 2009
Citi 2004 - 2006
SG Cowen 1999 - 2002
Skills
Social Media, Digital Marketing, Customer Acquisition, Product Management, Financial Modeling, Channel Partners, Customer Retention
Education
NYU School of Continuing and Professional Studies
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania - The Wharton School
Bachelor of Science (BS)
Citi June 2015 - August 2015
Federal Reserve Bank of New York June 2014 - August 2014
Citi June 2013 - August 2013
Gartner May 2012 - June 2012
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics and Linguistics
Citi August 2012 - Present
Citi August 2011 - July 2012
Citi February 2010 - July 2011
Skills
Investment Banking, Mergers & Acquisitions, Banking, Financial Institutions, Financial Modeling, Capital Markets, Valuation, Equities, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's Degree, Finance
American Express OPEN October 2014 - Present
American Express October 2013 - Present
American Express September 2006 - 2013
Citi May 2005 - September 2006
American Express August 2000 - May 2005
Skills
Sales, Sales Process, Salesforce.com, Account Management, Selling, B2B, Relationship Management, Strategic Planning, Direct Sales, Cold Calling, New Business Development, Sales Management, Customer Service, Strategic Partnerships, CRM, Sales Operations, Solution Selling, Sales Presentations, Strategy, Lead Generation
Education
University of Pennsylvania - The Wharton School
Citi June 2015 - Present
Wharton Behavioral Labs August 2013 - May 2015
Citi June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
New York Red Bulls June 2013 - July 2013
Invictus Africa Group, LLC May 2012 - August 2012
Skills
Data Analysis, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Marketing, Research, Facebook, Market Research, Analysis, Teamwork, Sports, Statistics, Convertible Bonds, Credit, High Yield
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics (Finance and Strategic Management Concentrations); Language Certificate in French, Junior
The Bullis School 2008 — 2011
High School
Goldman Sachs July 2015 - Present
Penn Varsity Women's Golf Team September 2011 - May 2015
Citi June 2014 - August 2014
PwC Consulting June 2013 - August 2013
The Wharton School February 2012 - January 2013
Malaysian Golf Association January 2008 - January 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Finance, and Business, Economics & Public Policy (BEPP)
Hurlstone Agricultural High School 2009 — 2010
Higher School Certificate
SMK Green Road 2005 — 2008
High School
Lazard June 2015 - Present
Student Federal Credit Union at the University of Pennsylvania February 2013 - Present
Citi June 2014 - August 2014
ASAP/PFYD 2012 - 2014
ING April 2013 - August 2013
Wilton Debate Team Alumni Association June 2011 - June 2013
MentorLinked August 2012 - February 2013
Bulldog New York (Yapita/OTTO client) May 2012 - August 2012
Catch One Marketing June 2010 - July 2011
Bulldog New York June 2009 - July 2011
Skills
Public Speaking, Social Media, Spanish, Blogging, Microsoft Office, Speech Writing, Event Planning, Fundraising, Strategic Planning, Marketing, Research, Non-profits, Staff Development, Nonprofits, Photoshop, Community Outreach, Higher Education, Editing, PowerPoint, Teaching, International Relations, Social Networking, Leadership, Data Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics (Concentrations in Finance and Operations Management)
WHS 2008 — 2011
LS Power June 2013 - Present
Macquarie Group March 2011 - May 2013
Morgan Stanley June 2010 - August 2010
Citi October 2009 - December 2009
Republic of Korea Defense Intelligence Command September 2007 - August 2009
Citi 2007 - 2007
Skills
Excel, PowerPoint, Financial Modeling, Word
Education
University of Pennsylvania - The Wharton School 2004 — 2010
Bachelor of Science, Finance
Centerview Partners July 2015 - Present
Kiva.org June 2010 - Present
The Wharton School November 2014 - May 2015
Compass Capital January 2014 - February 2015
Centerview Partners June 2014 - August 2014
Citi June 2013 - August 2013
The Reinvestment Fund October 2012 - March 2013
SUN-Apollo Real Estate Advisors Private Limited June 2012 - July 2012
Consulting Within Reach May 2012 - May 2012
Miss Economist (www.misseconomist.blogspot.com) 2009 - 2011
Skills
Market Research, PowerPoint, Microfinance, Google Docs, Microsoft Excel, JMP, Twitter, Euromonitor, ThomsonOne, Finance, Microsoft Office, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Economics (Finance, Strategic Management)
The Harker School 2007 — 2011
Wells Fargo 2014 - Present
Citi 2010 - 2012
Citi 2008 - 2010
Citi / Salomon Smith Barney 1996 - 2008
Citi / Smith Barney 1994 - 1996
L.G. Foley Inc., LP 1993 - 1993
Skills
Product Structuring, Derivatives, Structured Notes, Fixed Income, Equities, Commodity Markets, Hybrids, Algorithmic Indices, Exotic Derivatives, Swaps, ETNs, ETFs, Volatility, Correlation Analysis, Tax Efficiency, Platform Development, Risk Management, Strategic Financial..., Business Strategy, Financial Analysis, Financial Reporting, Financial Transactions, Management, Project Management, Operational Efficiency, Series 7, Series 63, Series 24, Structured Finance, Financial Structuring, Securitization, Financial Risk, Financial Services
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Williams College 1990 — 1994
BA, Economics
Chartered Financial Analyst (CFA) Institute
Marian High School 1986 — 1990
MidCap Financial February 2015 - Present
Citi August 2013 - Present
Citigroup July 2010 - June 2013
HSBC Global Payments and Cash Management June 2007 - August 2009
Skills
Portfolio Management, Risk Management, Credit Risk, Finance, Credit Analysis, Loans, Financial Modeling, Insurance, Corporate Finance, Capital Markets, Financial Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance, Accounting, French, 3.65
PwC April 2015 - Present
Citi June 2008 - July 2014
Credit Suisse Asset Management September 2007 - March 2008
Deutsche Asset Management October 2005 - September 2007
Citigroup Asset Management 2002 - 2005
Wealthplace 2001 - 2002
DLJ 1999 - 2001
Chase Securities 1996 - 1999
Seneca Capital 1996 - 1998
Hamilton Partners LP 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance, General
Wharton School, University of Pennsylvania 1984 — 1987
BBA, Accounting
AXA Group January 2012 - June 2014
E*TRADE Financial Corporation September 2010 - January 2012
Readers Digest Association, Inc. July 2009 - May 2010
Citi October 2005 - February 2009
Citi October 2004 - September 2005
Citi June 2000 - September 2004
Dime Bancorp, Inc. 1998 - 2000
American Express Company 1985 - 1998
Skills
Advisory Boards, Marketing Leadership, Digital Marketing, Digital Capabilities, Customer Experience, Segmentation, Data Analytics, Business Model..., Innovation Execution, Team Building, Talent Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Loyalty, Integrated Marketing, Omnichannel Marketing, Multichannel Delivery, customer engagement, Customer Insight, P&L Leadership, Transformation Results, Change Management, Product Marketing, payments, fintech, retail banking, wealth management, Product Management, insurance, Program Management, credit cards, Online Brokerage, Angel Investing, Consulting
Education
University of Pennsylvania - The Wharton School
MBA, Concentration in Marketing
Wesleyan University
BA, Magna cum laude - High Honors, College of Letters and Spanish
Ellis Sotheby's International Realty October 2013 - Present
Tuxedo Park Library January 2007 - Present
Towne & Country Properties Sotheby's International Realty August 2005 - October 2013
Tuxedo Park School September 2000 - June 2008
Citi June 1974 - June 1989
Skills
Real Estate, Sellers, Real Property, Listings, Property, Marketing, Investments, Rentals, Sales, Buyers, Management, Residential Homes, First Time Home Buyers, Selling, Strategic Planning, Leases, Luxury, Investors
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Economics
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), International Marketing
Citi March 2014 - Present
Barnard College 2012 - March 2014
Lehman Brothers 1990 - 1994
Goldman Sachs 1985 - 1990
Skills
Social Networking, Teaching, Recruiting, Leadership Development
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Mathematics
Two Sigma Advisers, LLC January 2011 - Present
Two Sigma Investments June 2007 - Present
Citi 1999 - 2007
ABN AMRO 1997 - 1999
Nat West 1996 - 1997
ASK Raymond James 1994 - 1996
Raymond James 1989 - 1993
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Trading Systems, Investment Banking, Derivatives, Investments, Portfolio Management, Financial Modeling, Electronic Trading, Series 7, Asset Managment, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
B.S.E., Finance, Management
Travelers 2004 - Present
The St. Paul Companies 2001 - 2004
Citi 1998 - 2001
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School
Master of Science (M.S.), Accounting
CIBC FirstCaribbean International Bank 2009 - 2014
CIBC FirstCaribbean International Bank 2007 - 2009
CIBC FirstCaribbean International Bank 2004 - 2007
Citi 2001 - 2003
Capital Options Limited (Financial Consultants) 1997 - 2001
PricewaterhouseCoopers 1995 - 1997
Skills
Credit Analysis, Capital Markets, Corporate Finance, Investment Banking, Banking, Commercial Banking, Credit, Credit Risk, Financial Modeling, Financial Analysis, Financial Services, Financial Structuring, Financial Risk, Investments, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Executive Leadership Training - FirstCaribbean International Bank
Univesity of the West Indies 2002 — 2005
Bachelor of Science (BSc), Accounting, First Class Honors (GPA equiv. 3.7)
MasterCard July 2015 - Present
Citi July 2012 - August 2013
Citi September 2008 - June 2012
Citi May 2005 - August 2008
Citi July 2000 - April 2005
Education
University of Toronto - Rotman School of Management 2013 — 2015
MBA
University of Pennsylvania - The Wharton School 2014 — 2014
Marketing & Branding, Certificate with Distinction (99%)
Delhi College of Arts & Commerce, University of Delhi
Bachelor of Arts (Hons)
JPMorgan Chase & Co. June 2014 - Present
JP Morgan Chase & Co. April 2013 - May 2014
JP Morgan Chase & Co. November 2010 - April 2013
MetLife (M&A consulting), strategic consulting for technology and venture capital enterprises April 2009 - October 2010
Citi November 2007 - March 2009
Citigroup September 2005 - October 2007
Citigroup August 2004 - August 2005
Citigroup August 2002 - July 2004
Citigroup September 2001 - July 2002
Citigroup 2000 - 2001
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Management
University of Virginia
BS, Economics
Citi 2007 - Present
Vivienne Tam 2004 - 2007
Merrill Lynch 1999 - 2004
BT Wolfensohn 1998 - 1999
Skills
Investment Banking, Investments, Private Equity, Hedge Funds, Portfolio Management, Strategy, Valuation, Entrepreneurship, Financial Modeling, Due Diligence, Equities, Leadership, Mergers, Corporate Finance, Management, Mergers & Acquisitions, Emerging Markets, Finance, Venture Capital, Business Development, Financial Services, Asset Management, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Derivatives, Wealth Management, Trading, Risk Management, Securities, Series 7, Structured Finance
Education
University of Pennsylvania - The Wharton School
Merrill Lynch Wharton Executive Program, Business Administration and Management
Wellesley College
Bachelor of Arts (B.A.), Double Major in Psychology and Chinese Studies; Minor in Economics
Citi July 2005 - Present
Novantas August 2002 - June 2005
Skills
Derivatives, Structured Products, Emerging Markets, Public Finance, Alternative Energy, Capital Markets, Fixed Income, Tax Credits, Energy Efficiency, Credit Derivatives, Community Reinvestment..., Affordable Housing, Project Finance, ABS, Venture Financing, Financial Modeling, Financial Analysis, Portfolio Management, Visual Basic, SQL, C++, Bonds, Investments, Finance, Venture Capital, Structured Finance
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.Sc.), Finance, General, Summa Cum Laude (GPA: 3.93)
University of Pennsylvania 1998 — 2002
Bachelor of Science in Engineering (B.S.E.), Computer Software Engineering, Summa Cum Laude (GPA: 3.93)
Lazard August 2014 - Present
AIG July 2013 - August 2014
The Blackstone Group June 2012 - August 2012
Citi July 2011 - September 2011
Ivy Insiders April 2010 - September 2010
Skills
Investment Banking, Restructuring, Bloomberg, Mergers & Acquisitions, Investments, Valuation, Portfolio Management, Mergers, Equities, Hedge Funds, Emerging Markets, Due Diligence, Business Strategy, Capital Markets, Private Equity, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance
Alternate Resources April 2015 - Present
Citizens Financial Group, Inc. May 2011 - April 2015
Citi November 2009 - May 2011
Self Employed March 2009 - October 2009
Citigroup January 2008 - February 2009
Citi 2003 - 2008
Citibank 2001 - 2008
Smith Barney 1988 - 2001
Skills
Portfolio Management, Banking, Credit, Capital Markets, Strategy, Management, Financial Risk, Finance, Cross-functional Team..., Process Improvement, Financial Modeling, Risk Management, Financial Analysis, Analysis, Change Management, Business Process, Leadership, Budgets, SDLC
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Finance, Political Science
Citi October 2010 - Present
Drexel Hamilton December 2009 - September 2010
US Army 1997 - 2006
Skills
Bloomberg, Series 7, Fixed Income, Risk Management, Equities, Series 63, Securities, Portfolio Management, Hedge Funds, Asset Managment, Series 3, Options Strategies, Futures Trading, Commodity Markets, Dodd-Frank, Derivatives Trading, Microsoft Excel, Short Term Interest..., Options, Derivatives
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2009 — 2009
Executive Education - Investment Strategies and Portfolio Management
University of Pennsylvania - The Wharton School 2009 — 2009
Millersville University of Pennsylvania 2007 — 2009
Business Administration, Finance
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
Redwood Consulting 2010 - Present
Rutgers Business School 2013 - Present
Wyeth 2008 - 2009
Lehman Brothers 2001 - 2008
Lehman Brothers 1997 - 2001
Merrill Lynch 1996 - 1997
Citi 1990 - 1994
IBM 1984 - 1989
Skills
Coaching, Leading Change, Organizational Design, Succession Planning, Diversity & Inclusion, Executive Development, Talent Management, Human Capital, Employee Engagement, Organizational..., Leadership Development, Performance Improvement, Career Development, Human Resources, Organizational..., Emotional Intelligence, Executive Coaching, Strategy, Leadership, Consulting, Personnel Management, Workforce Planning, Change Management
Education
University of Pennsylvania - The Wharton School
MBA/BSE
iCoach NY
Focus Financial Partners 2015 - Present
TIAA-CREF Financial Services 2012 - 2015
NYU School of Professional Studies 2012 - 2015
Brand Union 2011 - 2012
DiMassimo Goldstein 2009 - 2011
Citi 2005 - 2009
IPG 2001 - 2005
Fallon 2000 - 2001
Deutsch 1993 - 2000
Skills
Integrated Marketing, Business Development, Interactive Marketing, Social Media, Marketing, Advertising, Integration, Marketing Communications, Strategy, Wealth Management, Relationship Management, Brand Management, Leadership, Online Advertising, Business Strategy, Mobile Marketing, Management, Mutual Funds, Asset Management, Online Marketing, Digital Marketing, Graphic Design, Digital Media, Research, Digital Strategy, Social Media Marketing, Retail, Brand Architecture, Segmentation, Customer Insight, Financial Services, Strategic Planning, Market Research, Direct Marketing, Brand Development, Internal Communications, Telecommunications, Email Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Citi July 2014 - Present
Citi June 2011 - June 2014
Citi June 2010 - August 2010
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Fixed Income, Bloomberg, Financial Analysis, Emerging Markets, Investments, Due Diligence, Microsoft Excel, Credit, Latin American markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Citi June 2015 - August 2015
Overseas Private Investment Corporation May 2014 - July 2014
Merrill Lynch May 2013 - July 2013
Skills
Entrepreneurship, Healthcare, Latin America, Strategy, Investments, Program Management, Start-ups, Leadership, Mergers & Acquisitions, Health Care Reform, Business Strategy, Venture Capital, Strategic Planning, Marketing Strategy, Management Consulting, Business Planning, Business Development, Leadership Development, Social Media, Latin American Business, Finance, Financial Statement..., Accounting, Teamwork, Valuation, Networking, Investment Banking, Microsoft Excel, PowerPoint
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Health Care Management & Policy and Finance
Colegio San Ignacio de Loyola 2007 — 2012
High School Diploma
UBS Wealth Management August 2013 - Present
UBS Wealth Management June 2012 - August 2013
Citi June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Valuation, Market Research, Data Analysis, Financial Analysis, Corporate Finance, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor's Degree
The Wharton School January 2011 - December 2012
Credit Suisse June 2012 - August 2012
Citi June 2011 - August 2011
Education
Wharton School, University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Economics
CA Technologies December 2014 - Present
CA Technologies February 2012 - November 2014
CA Technologies January 2010 - January 2012
CA Technologies April 2008 - December 2009
CA Technologies January 2007 - March 2008
CA Technologies September 2005 - March 2008
HarbourVest Partners, LLC August 2003 - June 2005
Citi July 2001 - June 2003
Skills
Enterprise Software, SaaS, Contract Negotiation, Go-to-market Strategy, Mergers, Product Management, Strategy, Mergers & Acquisitions, Analysis, Forecasting, Business Development, Finance, Business Strategy, Management, New Business Development, Private Equity, Venture Capital, Leadership, Executive Management, Corporate Finance, Program Management, Cross-functional Team..., Investments, Solution Selling, Portfolio Management, Strategic Partnerships, Analytics, Cloud Computing, Start-ups, Professional Services
Education
University of Pennsylvania - The Wharton School 2007 — 2009
M.B.A., Strategic Management
Yale University 1998 — 2001
B.A., Economics
TutorChatLive.org December 2008 - Present
Slidejoy February 2014 - November 2014
Citi November 2012 - February 2014
World Fuel Services June 2011 - August 2011
Arab Contracting & Construction Company March 2011 - May 2011
TicketLeap, Inc. July 2010 - August 2010
Skills
Financial Modeling, Entrepreneurship, Project Management, Emerging Markets, Research, Valuation, Marketing, Corporate Finance, Investment Banking, Public Speaking, Management, PowerPoint, Strategy, Market Research, Social Media, Data Analysis, Microsoft Excel, Analytics, Management Consulting, Economics, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Operations/Information Management and Marketing
Citi June 2015 - Present
Citi June 2014 - May 2015
Independence Blue Cross June 2013 - May 2014
Penn Graduate School of Education May 2012 - May 2013
DAR Marketing & Communications September 2011 - May 2012
Nicole Miller Philadelphia May 2011 - July 2011
Skills
Research, Market Research, Writing, Report Writing, Editing, Data Coding, Analysis, Social Media Marketing, Marketing Communications, Spanish, PowerPoint, Event Planning, Microsoft Office, Highly detail oriented, Creativity, Project Planning, Business Development, Newsletters, Marketing
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Communication, General
Friends Select School 2007 — 2011
High School Diploma
Self-employed August 2013 - Present
Skyline Group International November 2014 - Present
pymetrics September 2012 - July 2013
Citi June 2012 - August 2012
Grupo E.P. S.A. Clients: Siemens, ABB, Eaton, etc. May 2009 - May 2011
Nestlé S.A., Siemens, UC San Diego (selected clients) March 2003 - April 2009
Warner Bros., BBC, BET, K-PBS, Canal de la Mujer 2001 - 2003
Skills
Strategy, Management Consulting, Cross-functional Team..., Business Development, Valuation, Competitive Analysis, Financial Modeling, Entrepreneurship, Marketing, Leadership Development, Organizational Behavior, Executive Coaching, Organizational..., Emerging Markets, Business Strategy, Organizational Design, Spanish, Portuguese, Experiential Learning, Business Coaching, Start-up Consulting, MBA, Training, Staff Development, Project Management, Mergers, Growing Businesses, Data Analysis, CEO Succession, New Business Development, Investment Banking, Corporate Finance, Financial Analysis, Organizational..., Business Communications, B2B Marketing Strategy, Conflict Resolution, Mediation
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management and Operations
New York University - Leonard N. Stern School of Business 1999 — 2001
BFA with Honors, Business (Stern) / Film & Television (Tisch), 3.83
Self-Employed 2015 - Present
Perella Weinberg Partners 2006 - 2014
Virgin USA 2003 - 2006
Citi 2001 - 2003
Skills
Valuation, Corporate Development, Start-ups, Venture Capital, Growth Capital, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics, Finance and Real Estate
McKinsey & Company June 2015 - August 2015
University of Pennsylvania March 2014 - November 2014
Endeavor July 2014 - August 2014
SKIP - Supporting Kids In Peru August 2013 - August 2013
Citi May 2013 - August 2013
Skateistan February 2013 - May 2013
Skills
Fundraising, Nonprofits, Data Analysis, Marketing, Non-profit..., Strategy, Non-profit Leadership, Project Management, International Relations, Social Entrepreneurship, Entrepreneurship, Public Speaking, Microsoft Excel, Research, Debate, Social Media, Non-profit Consulting, Leadership, PowerPoint, Event Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Bachelor of Science (B.S.), Economics
University of Pennsylvania - College of Arts and Sciences 2012 — 2016
Bachelor of Arts (B.A.), Psychology
PAREF Woodrose School 2007 — 2011
High School, 96/100
Fidelity Capital Markets 2007 - 2014
SunGard Financial Systems 1995 - 2007
Citi 1994 - 1995
Skills
Fixed Income, Options, Low Latency, Management, Product Development, Equities, Trading Systems, Electronic Trading, Trading, Capital Markets, Derivatives, Hedge Funds, Back Office
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Applied Science (BASc), Finance
University of Pennsylvania School of Engineering and Applied Science 1990 — 1994
Bachelor's Degree, Systems Engineering & Computer Science
Acumen October 2015 - Present
Bain & Company September 2013 - Present
Oliver Wyman June 2012 - July 2012
Citi June 2011 - July 2011
BNP Paribas June 2010 - July 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Business Strategy, Investment Banking, Economics, Strategic Financial..., Equity Research, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.Sc.), Economics, Summa cum laude
Caesars Interactive Entertainment July 2012 - August 2012
theAudience May 2012 - June 2012
Highline Captital Management January 2008 - June 2011
Citi July 2006 - December 2007
Education
University of Pennsylvania - The Wharton School 2011 — 2013
AlumCreek Holdings LLC March 2015 - Present
Brookfield Asset Management August 2012 - March 2015
Citi June 2011 - August 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Bloomberg
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Citi July 2014 - Present
Citi April 2012 - June 2014
Kraft Foods Group September 2008 - March 2012
Monitor Group August 2001 - June 2006
Skills
Brand Management, Marketing Strategy, Strategy Development, Digital Marketing, Direct Marketing, Marketing Research, Social Media Marketing, Brand Equity, Business Strategy, Management Consulting, Website Redesign, Strategy, Cross-functional Team..., Management, Competitive Analysis, Forecasting, Customer Insight, Brand Architecture, Product Management, Social Media, Email Marketing, Consumer Products, Integrated Marketing, Shopper Marketing, E-commerce, CRM, Segmentation, Marketing, Product Development, Market Planning, Web Analytics
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S. in Economics
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Citi July 2014 - Present
Barclays Capital June 2011 - July 2014
Barclays Capital June 2010 - August 2010
HEICO Aerospace May 2008 - August 2008
Community Bank of Broward April 2007 - August 2007
Skills
Equity Research, Financial Modeling, Bloomberg, Equities, Valuation, Personal Budgeting, Hedge Funds, Capital Markets, Fixed Income, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Economics (Finance and Health Care Management and Policy)
Citi June 2014 - Present
Counselling Pakistan December 2013 - Present
Next Capital Ltd. December 2013 - January 2014
Skills
Public Speaking, PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Teamwork, Leadership
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Political Science and Government
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Accounting and Finance
Karachi Grammar School 2002 — 2013
Related August 2013 - Present
Citi June 2011 - 2013
Concerned Youth of America 2007 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Fixed Income, Due Diligence
Education
University of Pennsylvania 2007 — 2011
BA, Political Science
R4 Technologies June 2012 - Present
Host Committee February 2012 - June 2012
Xsovt Brands, Inc. January 2011 - August 2011
Citi June 2010 - August 2010
Skills
Product Management, Product Development, Big Data, Big Data Analytics, Entrepreneurship, Product Design, Web Development, Software Development, Enterprise Software, Cloud Applications, Business Strategy, Start-ups, SaaS, Microsoft Excel, Java, JavaScript, Web Services, Microsoft Office, HTML5, SQL, Oracle Database, jQuery, Enterprise Architecture, Mobile Applications, Solr, Management, Social Media, PowerPoint, CSS, Financial Modeling, Application Servers, Hadoop, Amazon Web Services..., HTML, Maven, Oracle SQL Developer, WebLogic, JBoss Application Server, Node.js, JSON, GruntJS, AngularJS, XML, Spring Framework
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Bachelor of Science, Economics
ABeam Consulting August 2010 - Present
Fiserv (formerly Carreker Corporation) June 2001 - January 2010
Carreker Corporation June 2001 - June 2009
Carreker Corporation May 1999 - June 2001
Carreker Corporation June 1998 - May 1999
Earnings Performance Group June 1994 - June 1998
Citi May 1993 - August 1993
Skills
Financial Analysis, Competitive Analysis, Strategic Planning, Business Process..., Change Management, Process Improvement, Financial Services, Product Management, Business Analysis, Product Development, Business Development, Program Management, Analysis, Project Management, Due Diligence, Business Planning, Risk Management, Cross-functional Team..., Strategy, Management, Team Leadership, Business Transformation, Process Engineering, Business Intelligence, Acquisition Integration, Start-ups, Budgets, Vendor Management, Executive Management, Business Process, IT Strategy, New Business Development, Forecasting, Outsourcing, Portfolio Management, PMP, SDLC, PMO, Strategic Consulting, Integration, Business Process..., Requirements Gathering, Project Portfolio..., Enterprise Software, Business Process Design, Professional Services, Management Consulting, Consulting, CRM, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS Economics, Multinational Managment
WebMD March 2014 - Present
WebMD June 2013 - March 2014
WebMD May 2012 - June 2013
O.S.S. Capital Management September 2010 - December 2011
PioneerPath Capital June 2009 - June 2010
BlackRock September 2006 - June 2009
UBS Securities LLC June 2005 - August 2006
Citi February 2004 - June 2005
The Wharton School 2001 - 2003
Easton Associates 2002 - 2002
Skills
Biotechnology, Investment Management, Finance, Healthcare, Corporate Development, Valuation, Due Diligence, Equity Research, Digital Marketing, Digital Media, Pharmaceutical Industry, Internet
Education
The Wharton School (University of Pennsylvania) 2001 — 2003
MBA, Business and Administration
University of Toronto 1994 — 1996
Doctor of Pharmacy (Pharm.D.), Pharmacy
University of Toronto 1990 — 1994
BSc Phm, Pharmacy
Verifone February 2015 - Present
Verifone January 2014 - February 2015
Twenty East Associates 2007 - December 2013
Colin Cowie Enterprises August 2010 - November 2012
Citi 2004 - 2007
Citi 2003 - 2004
Citi 2001 - 2003
JPMorgan Chase 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Corporate Venturing & Entrepreneurship
Williams College 1986 — 1990
B.A., English & Political Science
Bank of the West December 2012 - Present
Open Mind School August 2010 - Present
Bank of the West April 2010 - December 2012
Open Mind: Center for Brain & Behavior September 2008 - April 2010
Henry Inc. January 2010 - February 2010
Citi August 2007 - November 2008
Citi July 2005 - August 2007
Abington Memorial Hospital May 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Analytics, Finance, Strategic Planning, Capital Markets, Budgets, Forecasting, Analysis, R, Executive Management
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science, Economics
LaSalle College High School 1997 — 2001
Coursera
Coursera
Citi - CitiFinancial September 2007 - 2010
Citi July 2005 - August 2007
General Mills June 1999 - June 2003
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of Virginia 1995 — 1999
Commerce
Marist
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Barclays Investment Bank June 2013 - Present
Citi August 2012 - June 2013
Citi June 2011 - August 2011
Alvarez & Marsal Business Consulting 2006 - July 2010
Education
University of Virginia Darden School of Business 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science, Economics
Moody's June 2011 - Present
Prudential Financial 2007 - 2011
Citigroup 2005 - 2007
Citi 1993 - 2007
Skills
Compliance, Securities, Risk, Banking, System Design, Process Engineering, Business Process, Software Project..., Web Authoring
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Marymont College
Bachelor of Science (BS), Accounting and Business/Management
J.P. Morgan Asset Management October 2014 - Present
Citi July 2005 - October 2014
Skills
Asset Management, Loans, Portfolio Management, Structured Finance, Valuation, Capital Markets
Education
University of Pennsylvania - The Wharton School 2001 — 2005
CBS Corporation February 2014 - Present
CBS Corporation July 2010 - February 2014
Citi July 2008 - June 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Finance
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Citi August 2015 - Present
Credit Suisse 1990 - Present
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Washington University in St. Louis 1986 — 1990
BSBA
Citi April 2013 - Present
Citi August 2011 - April 2013
Barclays Capital June 2010 - August 2010
BNP Paribas November 2006 - April 2009
BNP Paribas June 2004 - November 2006
Skills
Private Banking, Relationship Management, Financial Modeling, Financial Analysis, Due Diligence, Investment Banking, Series 7, Series 63, AMIB Figura 3, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2000 — 2004
BS
Otto Beisheim School of Management
Citi Manager, TreasuryStandard Bank Group1996 - 2003
Stanbic April 1996 - September 2002
First Atlantic Merchant Bank February 1996 - April 1999
Education
Wharton 2002 — 2004
Finance
Citi July 2006 - Present
Citi July 2004 - June 2006
Skills
Investment Banking, Capital Markets, Valuation, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics, Finance Concentration
JPMorgan Chase August 2009 - Present
Advanta January 2008 - July 2009
Citi February 2006 - January 2008
Citi August 2003 - February 2006
Citi July 2001 - August 2003
Impact Group May 2000 - July 2000
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Management Concentration
Reorg Research, Inc. January 2014 - Present
TAP Advisors March 2012 - January 2014
Citi July 2010 - March 2012
J.P. Morgan June 2009 - August 2009
Skills
Equities, Fixed Income, Financial Modeling, Mergers & Acquisitions, Finance, Investments, Portfolio Management, Valuation, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Derivatives, Investment Banking, Loans, Banking
Education
University of Pennsylvania 2006 — 2010
RBC July 2011 - Present
North Sea Partners LLC April 2009 - July 2011
Citi 1987 - 2008
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Wesleyan University 1978 — 1982
BA, Economics and Government
Berkeley High School 1974 — 1978
Diploma
MB Aerospace August 2015 - Present
Levine Leichtman Capital Partners April 2015 - July 2015
Arlington Capital Partners August 2003 - March 2015
Citi July 2001 - July 2003
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science in Economics, Finance, summa cum laude
Bank of America Merrill Lynch September 2012 - Present
Merrill Lynch July 2005 - September 2012
Citigroup July 2003 - June 2005
Citi June 2002 - August 2002
Skills
Financial Modeling, Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Investments, Hedge Funds, Financial Analysis, Corporate Finance, Private Equity, Fixed Income, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (BS), Finance/Accounting
St. Clares 1997 — 1999
Citi May 2009 - Present
Dresdner Kleinwort March 2007 - April 2009
Royal Bank of Scotland August 1996 - December 2006
Banque Paribas August 1995 - August 1996
Skills
Options, Trading, Foreign Exchange, Derivatives, Financial Markets, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, FX Options, Currency, Risk Management, Bloomberg, Hedge Funds, FX Trading, Investment Banking, Management, Equities, Portfolio Management, Structured Products, Emerging Markets, Investments, Banking, Financial Risk, Hedging, Finance, Alternative Investments, Securities, Market Risk, Financial Structuring, Proprietary Trading, Strategy, Trading Strategies, Leadership
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, economics, finance and marketing
syosset high school
The Raine Group February 2013 - Present
Citi June 2011 - February 2013
Gleacher Partners June 2010 - August 2010
Linneman Associates April 2009 - July 2009
Sol Snider Entrepreneurship Center May 2008 - February 2009
Four Star Aviation 2007 - 2007
Skills
Weight Training, Mergers & Acquisitions, Investments, Strategy, Equities, Finance, Portfolio Management, Valuation, Private Equity, Hedge Funds, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Finance, Cum Laude
Haverford School 2003 — 2007
Cum Laude
Apollo Global Management LLC January 2014 - Present
Barclays Private Credit Partners LLC October 2008 - December 2013
Barclays Capital July 2006 - October 2008
Citi July 2005 - July 2006
Goldman Sachs 2004 - 2004
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Economics, Finance, Information Systems
Citi July 2013 - Present
Citi June 2010 - June 2013
Education
University of Pennsylvania 2006 — 2010
Bachelor of Engineering (BE), Systems Engineering
Citi August 2010 - Present
Credit Suisse June 2009 - August 2009
Deloitte Consulting 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Balyasny Asset Management May 2014 - Present
Sigil Data March 2014 - May 2014
Palantir Technologies May 2012 - December 2013
Citi July 2010 - April 2012
Skills
Trading, Equities, Data Analysis, Python
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Credit Suisse November 2014 - Present
Deutsche Bank August 2013 - November 2014
Deutsche Bank June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Citi July 2010 - August 2010
Drishtee May 2010 - July 2010
Skills
Financial Analysis, Equity Research, Valuation, Bloomberg, Data Analysis, Corporate Finance, Investments, VBA, Research, Strategy, Microsoft Office, Financial Accounting, Series 7, Series 63, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance, Operations and Information Management, Summa Cum Laude
Saint Maur International School 1997 — 2009
International Baccalaureate Diploma
Bank of America November 2012 - Present
J.P. Morgan June 2010 - November 2012
GMAC January 2009 - June 2010
Citi 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Credit, Credit Risk, Strategic Financial..., Corporate Finance, Finance, Banking, Valuation, Bloomberg, Capital Markets, Fixed Income, Derivatives, Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Renaissance High School 1998 — 2002
Stone Point Capital May 2013 - Present
Citi July 2010 - May 2013
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Economics
Veronis Suhler Stevenson November 2013 - Present
Citi June 2012 - November 2013
Houlihan Lokey May 2011 - August 2011
Deloitte June 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Finance, Business Strategy, LBO, Private Equity, Mergers & Acquisitions, Strategy, Asset Management, Economics, Data Analysis, Venture Capital, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
Bachelor of Applied Science, Computer and Information Science
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance, Accounting
Deutsche Bank Securities September 2014 - Present
Citi January 2012 - August 2014
Citi January 2009 - December 2011
Citigroup August 2005 - December 2008
Citigroup July 2002 - July 2005
Skills
LBO, Risk Management, Equities, Capital Markets, Business Strategy, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Corporate Finance, Hedge Funds, Due Diligence, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science, Finance and Management
JPMorgan Chase April 2014 - Present
J.P. Morgan March 2011 - Present
Citi July 2010 - March 2011
Citigroup June 2009 - August 2009
KTB Ventures June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, LBO, DCF, Emerging Markets, M, Equity Valuation, Equities, Capital Markets, Mergers
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
9th Bridge School November 2011 - Present
Downtown Project November 2011 - Present
Citi July 2004 - November 2011
Education
University of Pennsylvania - The Wharton School
Teza Technologies June 2015 - Present
Citi September 2013 - May 2015
Citi September 2011 - September 2013
Citi July 2010 - August 2011
Citi June 2009 - August 2009
Hudson Capital Group June 2008 - August 2008
Skills
C++, C#, Derivatives, Options, Python, KDB, Market Making, Electronic Trading, Quantitative Finance, Risk Management, Protocol Buffers, VBA, SQL, JavaScript, PHP
Education
University of Pennsylvania 2006 — 2010
B.S. in Engineering, Computer Science Engineering
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. in Economics, Finance
Citi July 2003 - Present
Skills
Trading
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BA, Finance and Management
Susquehanna International Group, LLP (SIG) March 2013 - Present
Susquehanna International Group June 2010 - March 2013
Leerink Swann June 2008 - June 2010
Citi August 2004 - May 2008
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Pharmaceuticals, Investments, Healthcare, Microsoft Office, Excel, Financial Markets, Derivatives, Pharmaceutical Industry, Equity Research, Hedge Funds, Mergers & Acquisitions, Private Equity, Emerging Markets, Venture Capital, Securities, Capital Markets, Series 7, Asset Management, Trading, Due Diligence, Investment Banking, Microsoft Excel, Options, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income, Corporate Development, Investor Relations, Corporate Finance, Finance, Equity Valuation, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor
Lower Merion 1994 — 1998
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Citi June 2013 - August 2013
The Boston Consulting Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership
Education
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance, General
Tuscan Wine Financial April 2008 - Present
Sloped Farm Vineyards January 1990 - Present
ING March 2005 - September 2008
Citi November 1999 - March 2005
Education
University of Pennsylvania 1988 — 1992
BS, Business
PwC July 2003 - Present
Roxbury Capital Management September 2000 - June 2003
Citi February 1998 - March 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1996
B.S., Economics - Finance, Accounting
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
BlackRock April 2003 - Present
Citi July 2000 - June 2002
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor's degree, Economics
Citi June 2014 - August 2014
Hana Daetoo Investment Bank July 2013 - August 2013
Yonsei University July 2012 - August 2012
National Taiwan University: College of Medicine May 2010 - July 2010
Skills
Data Analysis, Matlab, English, Korean, Chinese, Statistics, Java, R, Microsoft Excel, PowerPoint
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science in Economics (Finance), Bachelor of Science and Engineering (Bioengineering)
Taipei American School 2008 — 2011
High School Diploma
Citi September 2003 - Present
Bank Julius Baer of Switzerland January 2001 - April 2003
JPMorgan Chase & Co. February 2000 - September 2000
Bankers Trust / Deutsche Bank July 1985 - November 1999
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Masters in Business Administration, Finance, General