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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Citi Employees
Vice Properties, Inc. June 2014 - Present
Citi March 2012 - June 2014
The Printer Doctor April 2008 - February 2012
Redwood Credit Union July 2000 - April 2008
Education
University of San Diego 1985 — 1989
Cardinal Newman High School
Citi January 2013 - Present
PNC November 2006 - December 2012
Skills
Finance, Credit, Healthcare Industry, Business Loans, Financial Analysis, Healthcare Consulting, Sales Management, Portfolio Management, Start-ups, Real Estate, Loans, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Refinance, Client Development, Client Relations, Client Services, Contract Negotiation, Financial Services, Negotiation, Mergers
Education
University of Scranton 1997 — 2001
Bachelor of Science (B.S.)
St. Joseph Regional 1993 — 1997
Wellmark Blue Cross and Blue Shield January 2015 - Present
Capital One October 2012 - March 2014
Midco Connections 2008 - 2012
Citi 2000 - 2003
Citi 1990 - 2000
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, English, Windows, Research, Outlook, Teaching, Data Entry, Access, Teamwork, Process Improvement, Customer Satisfaction, Call Centers, Management, Team Building, Account Management, Strategic Planning, Leadership, Team Leadership, Training, Operations Management, Vendor Management, CRM
Education
University of Sioux Falls
Bachelor of Arts (B.A.), Organizational Behavior and Management
University of San Francisco June 2014 - Present
The Helen Wang Group October 2012 - September 2014
University of San Francisco January 2014 - May 2014
Citi October 2010 - October 2010
Skills
PowerPoint, Market Research, Microsoft Excel, Microsoft Word, Financial Analysis, Non-profit Industries, Strategic Planning, Industry Research, Competitive Analysis
Education
University of San Francisco 2012 — 2015
Master of Arts (M.A.), Asia Pacific Studies
University of San Francisco - School of Management 2012 — 2015
Master of Business Administration (MBA)
Beijing Information Science & Technology University 2006 — 2010
Bachelor of Science (B.S.), Economics
First Federal Mortgage August 2015 - Present
Citi January 2003 - Present
Navy Federal Credit Union August 2012 - August 2015
First Federal Mortgage 2015 - 2015
First Federal Mortgage 2015 - 2015
Integrity Media January 2004 - January 2007
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Loans, Credit, Refinance, FHA, USDA, Veterans Administration, FHA financing, Training Delivery, Development & delivery..., Microsoft Office, Insurance, Training, Management, Mortgage Underwriting, Risk Management, Financial Risk, VA Loans, Banking, Customer Service, Analysis, Negotiation, Process Improvement, Residential Mortgages, Financial Analysis, DesktopUnderwriter, Allregs, CoreLogic, Mentoring, MBTI, Kirkpatrick, Bob Pike, INSYNC, Writing, Editing, Lotus Notes, Unifi, SumTotal, DocShare, SnagIt, Outlook, Groupwise, SAP, FoxPro, Quicken, ACSS
Education
University of South Alabama 1996 — 1996
Psychology
Citronelle High 1992 — 1996
Diploma, Educational Leadership and Administration, General
Dynamic Financial Group March 2012 - Present
Citi 2002 - 2009
Citi 2000 - 2002
Citi 1996 - 2000
Bank of America 1988 - 1996
1st Nationwide Savings 1987 - 1988
Citicorp Savings 1984 - 1987
Skills
Corporate Designation..., Professional..., Senior Risk Management..., Senior Consumer Credit..., Business Leadership..., Levers of Control -..., Business Leadership..., Latino Leadership Forum..., Credit, Leadership, Corporate Law, Business, Citigroup, Risk Management, Financial Risk, Management, Portfolio Management, Financial Services, Credit Risk, Credit Cards, Analytics, Retail Banking, Seminars, Forums, Banking, Auditing, Mortgage Lending, Analysis, Enterprise Risk..., Business Strategy, Internal Controls, Operational Risk, Basel II, Executive Management, Operational Risk..., Financial Modeling, Fraud, Credit Analysis
Education
University of San Francisco
Bachelor's degree, Applied Economics
Ripple Labs February 2015 - Present
Ripple Labs September 2014 - February 2015
BOKU, Inc. May 2011 - September 2014
Citi June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
Skills
Node.js, Spring, REST, Java, Hibernate, MySQL, JPA, JMS, Subversion, OOP, jsp, Jersey, Maven, APIs, JavaScript, Git
Education
University of San Francisco 2007 — 2011
BS, Computer Science
Katja Rusanen March 2012 - Present
Citi January 2007 - November 2012
Marcus Evans 2006 - 2006
The Lodge Hotel 2003 - 2004
European Forest Institute 1998 - 2002
Skills
Personal Development, Life Coaching, Coaching with Spirit, Spiritual Life Coaching, Intuition, Reiki, Soul Plan Reading, Holistic Health, Wellness Coaching, Public Speaking, Entrepreneurship, Soul Healing, Social Networking, Inspiration, Energy Healing, Workshop Facilitation, Leadership
Education
University of Santa Monica 2014 — 2016
Master's Degree
Holistic Healing College 2011 — 2012
Cert. Spiritual Life Coach
North Karelia University of Applied Sciences 1994 — 1998
Bachelor of Business Administration (BBA)
Enon lukio 1991 — 1994
Upper Secondary School Graduate
Goldman Sachs January 2014 - Present
Goldman Sachs June 2013 - August 2013
Stony Brook University May 2012 - January 2013
Stony Brook University August 2012 - December 2012
Stony Brook University February 2012 - May 2012
Citi February 2011 - March 2011
Skills
JavaScript, Java, CSS, C/C++, Python, Computer Science, HTML, Databases, JSP, Algorithms, PHP, ORM, Unix Shell Scripting, IntelliJ IDEA, C, C, Web Applications
Education
Stony Brook University 2011 — 2013
Bachelor's degree, Computer Science
University of Shanghai for Science and Technology 2009 — 2011
Bachelor's degree (Not Achieved), Electrical and Electronics Engineering, GPA: 3.87 / 4.0 Student Elite, Dean's List
Citi 2007 - 2014
KPMG US 1997 - 2007
Education
University of South Carolina - Darla Moore School of Business 1996 — 1997
Master of Business Administration (M.B.A.)
Wake Forest University 1992 — 1996
Bachelor's Degree, Economics
Citi May 2015 - Present
Citi June 2013 - May 2015
Citi June 2012 - August 2013
Bristol-Myers Squibb June 2010 - August 2010
Skills
Microsoft Office, SharePoint, Financial Analysis, Financial Risk, Alternative Investments, Business Analysis, Corporate Finance, Finance, Microsoft Excel, Marketing, Microsoft Word, Portfolio Management, PowerPoint
Education
University of Scranton 2008 — 2013
Bachelor of Science (BS), Finance
Notre Dame High School 2004 — 2008
Citi June 2014 - Present
JPMorgan Chase October 2010 - May 2014
JPMorgan Chase May 2004 - September 2010
JPMorgan Chase August 2003 - April 2004
Education
University of Scranton 1999 — 2003
BS
Citi
Education
University of Sioux Falls
Master of Business Administration (MBA)
Carolina Finance and Investment Association May 2015 - Present
Citi January 2015 - Present
Barclays June 2015 - August 2015
Bank of Tokyo-Mitsubishi UFJ May 2015 - May 2015
Carolina Finance & Investment Association September 2014 - May 2015
Wall Street Prep January 2015 - January 2015
Above Grade Level August 2014 - December 2014
Wall Street Prep October 2014 - October 2014
The Pitch Deck September 2014 - October 2014
Bank of America Merrill Lynch May 2014 - August 2014
Skills
InDesign, Microsoft Office, Photoshop, Bloomberg Terminal, Fixed Income Analysis, Financial Modeling, DCF Valuation, Financial Statement...
Education
University of South Carolina - Darla Moore School of Business 2013 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance
CEA Study Abroad 2014 — 2014
Spanish
Open Door 2014 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance, Online course introducing & training candidates for a career in finance
Neshaminy High School 2008 — 2012
High School Diploma
SDN Communications October 2011 - Present
Junior Achievement of South Dakota July 2010 - October 2011
Citi June 2005 - July 2010
Citi August 2003 - June 2005
Skills
Determination, Manage Multiple..., Administration, Event Management, Customer Service, System Administration, Event Planning, Time Management, Project Management, Call Centers, Strategic Planning, Team Building, Outlook, Customer Satisfaction, Management, Microsoft Office, Process Scheduler, Team Leadership, Telecommunications, Program Management, Training, Process Improvement, Account Management, Access
Education
University of Sioux Falls 2005 — 2010
MBA, Business Administration
NYCTA July 2013 - Present
Citi 2012 - 2013
Citi January 2010 - December 2011
Citi 2006 - 2009
Hitachi Medical Systems America 2002 - 2006
NASDAQ 2000 - 2001
Ayala Land, Inc. 1991 - 2000
Skills
Visio, Requirements Gathering, Quality Assurance, Software Documentation, SDLC, Testing, User Acceptance Testing
Education
University of Santo Tomas
BS, Electronics & Communications Engineering, Graduated cum laude
Central Trust & Investment Company June 2004 - Present
Midwest Discount Brokers 2001 - 2004
Citi 1998 - 2000
American Express Financial Advisors 1997 - 1998
Skills
Trust Management, Estate Administration, Relationship Management, Estate Planning, Estate Tax Planning, Asset Management, Investments, Retirement Planning, Investment Advisory, Wealth Management, Wealth Preservation..., Strategic Planning, Customer Service, Customer Satisfaction, Non-profit Volunteer, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Strategic Financial..., Financial Advisory, Portfolio Management, Wealth Management...
Education
Cannon Financial Institute Trust School 2004 — 2007
CTFA, Certified Trust and Financial Advisor
University of Sioux Falls 1992 — 1997
Bachelor of Arts (B.A.), Business Administration
Citi October 2007 - Present
Wells Fargo 2004 - 2007
Skills
Account Management, Compliance Management, Credit, Financial Analysis, Portfolio Management, Loans, Mortgage Lending, Small Business Lending, Mortgage Banking, Loan Origination, Banking, Series 7, Management
Education
University of San Diego 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of San Diego 2000 — 2004
Bachelor's degree, Economics
Bank of America Merrill Lynch March 2015 - Present
National Futures Association April 2012 - March 2015
Orthonet May 2011 - April 2012
Wells Fargo Bank October 2009 - May 2011
Citi May 2008 - August 2008
Education
University of Scranton 2005 — 2009
Bachelors of Science, Finance, 3.1
UC Berkeley July 2014 - Present
Academy of Art University July 2013 - July 2014
Multicultural Institute July 2011 - July 2013
Chase June 2010 - May 2011
Citi August 2008 - June 2010
Travelex: Worldwide Money September 2007 - August 2008
University of San Francisco August 2005 - August 2006
University of San Francisco March 2005 - June 2006
Skills
Excel, Banking, Portfolio Management, Research, Statistics, Street Social Work, Microsoft Excel, Spanish, Finance, Sales, PowerPoint, Leadership, Community Outreach, Fundraising, Customer Service, Event Planning, Nonprofits, Public Speaking, Microsoft Office, Social Networking
Education
University of San Francisco 2013 — 2015
Master's degree, International and Multicultural Education - Concentration Human Rights Education
University of San Francisco 2002 — 2006
BA, Communications, Latin American Studies
Citi April 2015 - Present
Citi August 2013 - Present
Citi July 2011 - Present
Citi May 2010 - July 2011
Citibank October 2006 - September 2010
WELLS FARGO SERVICES COMPANY January 2004 - September 2006
WELLS FARGO SERVICES COMPANY January 2001 - January 2004
Crossroads Book and Music 1995 - 1998
Skills
MS Project, Access, Project Management, Process Engineering, Information Technology, MIS, Microsoft Excel, Executive Management, Information Security, Temporary Placement, System Administration, Sales, T-SQL, Technical Requirements, ODBC, Call Logging, Databases, Training, SDLC, Business Analysis, Management, User Acceptance Testing, Process Improvement, Analysis, Data Analysis, Call Centers, Visio, Change Management, Strategic Planning, PMP, Requirements Analysis, Business Process..., Risk Management, Troubleshooting, Business Requirements, SharePoint, Project Portfolio..., IT Strategy, Vendor Management, Program Management, Requirements Gathering, Project Delivery, Software Project..., Software Documentation, Integration, Business Process, Business Intelligence, IT Operations, Resource Management, Microsoft Project
Education
University of Sioux Falls 2009 — 2011
Master of Business Administration (MBA), Business Management
University of Sioux Falls 2002 — 2005
B.A., Business Management
Washington High School 1995 — 1999
Citi May 2015 - Present
Citi March 2012 - Present
Citi October 2007 - February 2012
Citi May 1997 - September 2007
Citi May 1997 - August 2007
Skills
Strategy, Credit Cards, Risk Management, Financial Analysis, Credit, Process Improvement, Relationship Management, Vendor Management, Financial Modeling, Payments, Credit Analysis, Management, Analysis, Business Process..., Project Management, Strategic Planning, Business Strategy, Change Management, Leadership, Budgets, Financial Reporting, Data Analysis, Sarbanes-Oxley Act, Customer Service, Internal Controls, Team Building, Banking, Business Analysis, Finance, Financial Risk, Financial Services
Education
University of Sioux Falls
BA, Business Admin
American Express December 2012 - Present
American Express September 2011 - November 2012
American Express October 2009 - September 2011
Citi December 2005 - October 2009
Skills
Internal Audit, Financial Risk, Financial Analysis, Financial Modeling, Financial Services, Risk Management, Auditing, Change Management, Project Planning, Operational Risk..., Sarbanes-Oxley Act, Banking, Leadership, Internal Controls, Operational Risk, Analytics
Education
University of International Business and Economics, Beijing, China 2002 — 2003
International Business, Chinese Language, Philosophy
University of Scranton 1999 — 2003
B.S. Chemistry-Business
Bay Area Oil Supply, Inc. January 2010 - Present
Citi June 2009 - September 2009
Citi April 2007 - June 2009
ABS-CBN Foundation Inc. April 2006 - February 2007
Skills
Marketing, Retail Banking, Oil/Gas, Banking, Pricing, Retail, Fundraising, Payments, Finance, Teamwork, Customer Service, Sales, Negotiation
Education
University of Santo Tomas 1999 — 2007
Master of Arts (M.A.), Economics, Taken 33 units
University of Santo Tomas 1999 — 2004
Bachelor of Arts (BA), Economics
Avera Health March 2013 - Present
Great Western Bank May 2007 - August 2012
Wells Fargo April 1997 - May 2007
Raven Industries January 1997 - April 1997
Citi June 1981 - January 1997
Skills
Leadership, Training, Change Management, Banking, Project Management, Human Resources, Operations Management, Business Analysis, Call Centers, Team Leadership, Credit, Business Process..., Cross-functional Team..., Microsoft Office, Consumer Lending, Building Relationships, Operational Risk..., Credit Analysis, Operational Excellence, Software Installation, Workflow Management, Process Engineering, Collaborative Problem..., Document Imaging, Internal Audit, Quality Assurance, Procedure Development, Succession Planning, Business Continuity, Department Budgeting, Oral & Written..., Positive Can-do Attitude, Highly detail oriented, Motivated self-starter, Vendor Relationships, Acquisitions, Call Center, Situational Leadership, Success Driven, User Acceptance Testing, Customer Oriented, Exceeding Expectations, Fast Paced Environment, Innovation, Managing multiple..., Product Lifecycle..., Workflow Software, Strategy, Budgets
Education
University of Sioux Falls
Bachelor's degree, Organizational Behavior
Augustana College
Bachelor of Business Administration (BBA), Business Administration and Management, General
O'Gorman High School
Diploma - general studies, Required courses
Citi September 2011 - Present
Restored To New Life Services September 2010 - January 2013
Citigroup June 2004 - September 2011
Citigroup March 2003 - June 2004
Citi March 2000 - March 2003
Citi October 1998 - March 2000
Skills
Software Project..., Project Implementation, People Management, Leading People, SQL, Database Administration, Database Development, Database Security, Marketing Management, SQL database design, UNIX Databases, ASP.NET, ASP.NET AJAX, Executive Management, Information Security..., Records Management, Compliance Management, Business Strategy, Java Applets, Project Delivery, Sales Management, Risk Management, Corporate Law, Visual Basic, Entrepreneurial..., Object Oriented Design, Cisco devices, Visual Web Developer, Operations Management, IT Operations, Software Development, Pastoral Counseling, Employee Counseling, Counselling, Technology..., Customer Relations, Customer Engagement, Customer Focus, New Business Development, Small Business, Quality Management, MIS Reporting, Mission Development, Windows Programming, Contract Negotiation, Sybase, System Administration, User Acceptance Testing, Adobe Creative Suite, Management
Education
University of Sioux Falls 2011 — 2013
MBA, Business Administration
University of Sioux Falls 2006 — 2011
BA, Management
HealthTronics, Inc. July 2013 - February 2015
Citi November 2007 - May 2013
Merrill Lynch February 2005 - October 2007
Merrill Lynch February 2003 - January 2005
Merrill Lynch November 2000 - January 2003
Sequel Concepts, Inc. February 1998 - October 2000
NEC Mobiling, Ltd. February 1996 - January 1998
Skills
SDLC, Sybase, SOA, C#, Spring, Oracle, Core Java, SQL, WPF, XML, Subversion, Software Development, JMS, Visual C++, TIBCO EMS, Equity Derivatives, Enterprise Software, Object Oriented Design, Design Patterns, Unix Shell Scripting, Log4j, Software Project..., Data Integration, Spring Integration, C/C++ STL, Solaris 8/9/10, Linux, Desktop Application..., Refactoring, Agile Methodologies
Education
University of Santo Tomas 1990 — 1995
Bachelor of Science (BS)
Panalo January 2013 - Present
RenditionDigital Inc. January 2012 - August 2013
US Bank 2006 - 2011
Citi 2003 - 2006
Skills
Business Development, Leadership Mentoring, Public Speaking, Business Strategy, Fundraising, Master Scuba Diver, Sales Management, Banking, Sales Operations, Sales, Strategy, Customer Service, New Business Development, Finance, Start-ups, Program Management, Marketing Strategy, Leadership
Education
University of San Francisco
Bachelor's degree, Economics
University of San Francisco
Tri-ed Distribution June 2010 - Present
Capital One February 2006 - March 2010
TD March 2004 - February 2006
Citi December 2002 - March 2004
Skills
Banking, Commercial Banking, Retail Banking, Marketing, Management, Sales, Training, Credit Analysis, Accounts Receivable, Team Leadership
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Marketing/Advertising and business development
Edmentum November 2014 - Present
Edmentum May 2014 - Present
EAC Product Development Solutions February 2014 - May 2014
Omnicare Inc. November 2012 - 2013
Esurance July 2007 - August 2008
Citi January 2005 - July 2007
Skills
Customer Service, Sales, Pharmaceutical Industry, Medicare Prescription..., Long-term Customer..., Cold Calling, Account Management, Sales Process, Sales Operations, Call Centers, Sales Management, Direct Sales, Selling, Customer Satisfaction, Salesforce.com
Education
University of Sioux Falls 2009 — 2013
Bachelor of Arts (BA), Business/Managerial Economics
Washington high school
Tampa General Hospital February 2014 - Present
Florida Hospital Wesley Chapel October 2012 - February 2014
Lifestyle Family Fitness October 2006 - August 2012
Les Mills South East March 2006 - October 2006
AACSB International March 2005 - March 2006
Self-Employed/ Lifestyle Family Fitness/ Gold’s Gym October 2003 - March 2005
Vector Strategic Resources July 2001 - November 2003
Prudential Insurance May 1997 - March 2001
Citi June 1993 - May 1997
Rhone-Poulenc Rorer June 1992 - January 1993
Skills
Group Exercise, Fitness, Fitness Training, Project Management, People-oriented, People Management, Customer-focused Service, Employee Recognition, Delivering Results, Development Of Employees, Employee Engagement, Customer Engagement, Team Effectiveness, Effective Communication..., Management, Team Building, Entrepreneurship, Strategy, Marketing Strategy, Leadership, Strength Training, Customer Service, Wellness Coaching, Sales, Marketing, Employee Training, Customer Satisfaction, Coaching, Program Management, Customer Retention, Corporations, Personal Training, Nutrition, Athletics, Motivational Speaking, Social Networking, Sports, Salesforce.com, Wellness, Public Speaking, Communication Skills, Direct Sales, Lead Generation, Leadership Development, Cold Calling, Sales Process, Small Business, Training, Weight Training
Education
University of South Carolina - The Moore School of Business 1991 — 1993
Master of Business Administration (MBA), International Finance
University of Virginia 1987 — 1991
Bachelor of Arts (B.A.), Economics
Citi September 2014 - Present
Citi 2008 - September 2014
Citi 2004 - 2008
Rothstein Kass 2004 - 2005
Commerce Bank 2003 - 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Fund Accounting, Equities, Fund Administration, Derivatives
Education
University of Scranton 2000 — 2004
BS, Major: Accounting Minor:Finance
Hunterdon Central 1996 — 2000
Blue Cross Blue Shield of Michigan May 2015 - Present
Vanguard May 2012 - May 2015
Citi November 2011 - May 2012
EyeMed Vision Care June 2011 - November 2011
RSM Technology Solutions Inc. July 2009 - May 2011
Skills
Java, Spring, Java Enterprise Edition, Hibernate, SQL, Agile Methodologies, XML, Tomcat, SOA, Web Services, Oracle, Struts, JSP, Unix, JMS, Weblogic, JUnit, SDLC, Maven, Ant, Websphere, JBoss Application Server, EJB, JDBC, Servlets, JSF, Eclipse, JavaScript, Software Development, HTML
Education
University of South Alabama
Master of Science (MS), Computer and Information Sciences
Cotchett, Pitre & McCarthy, LLP May 2015 - August 2015
Loyola University Chicago Federal Tax Clinic September 2014 - May 2015
Shea & Shea Professional Law Corporation July 2014 - August 2014
Citi June 2012 - August 2012
Bank of the West October 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Public Speaking, Social Media, Event Planning, Leadership, Time Management, Marketing
Education
Loyola University Chicago School of Law 2013 — 2016
Doctor of Law (JD)
University of San Diego 2010 — 2013
Bachelor's degree, Communication, minor Business Administration
Saint Francis High School 2004 — 2008
Sammons Financial Group Member Companies August 2015 - Present
Good Samaritan Society June 2013 - July 2015
Raven Industries March 2012 - June 2013
Good Samaritan Society August 2010 - March 2012
LodgeNet Interactive Corporation May 2005 - July 2010
Citi 2001 - 2005
Berkley Technology Services 1992 - 2001
Skills
Business Analysis, Testing, Quality Assurance, Business Requirements, Project Management, Analysis, Management, Strategy, Process Improvement, Visio, Vendor Management, Integration, Software Project..., PMP, Strategic Planning, Cross-functional Team..., Project Portfolio..., Project Planning, Change Management, SDLC, Leadership, Business Process..., MS Project, SharePoint
Education
University of Sioux Falls 1999 — 2001
BA, Management
Mitchell Technical institute 1990 — 1992
AAS, Computer Systems
UBS Global Asset Management April 2013 - Present
Citi December 2011 - April 2013
Skills
Account Reconciliation, Accounting, Financial Statements, Mutual Funds
Education
University of Scranton 2010 — 2011
Master of Business Administration (MBA), Accounting
University of Scranton 2006 — 2010
Bachelor of Science (B.S.), Accounting
Citi April 2014 - Present
Great Plains International Trade Association June 2013 - March 2014
Walgreens June 2013 - July 2013
JS Bank 2011 - 2012
mybazaar.pk June 2011 - July 2011
CMPak, Pakistan December 2010 - June 2011
British American Tobacco June 2010 - July 2010
Frigco International February 2008 - February 2009
Frigco International July 2006 - February 2008
Skills
Market Research, Team Management, Banking, Analysis, Business Analysis, MS Project, Finance, MIS, Management, Team Leadership, Time Management, Marketing, Risk Management, Teamwork, Sales, Budgets
Education
University of Sioux Falls 2012 — 2014
Master of Business Administration (MBA), Marketing
Fast School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase & Co. November 2014 - Present
Citi September 2012 - November 2014
Citigroup July 2005 - September 2012
Citigroup January 2002 - July 2005
National Discount Brokers May 2000 - December 2001
Prudential Financial June 1999 - May 2000
Skills
Prime Brokerage, Hedge Funds, Equities, Corporate Actions, Series 7, Securities, Capital Markets, Series 63, Options, Investments, Series 24, Settlement, Fixed Income, Middle Office, Relationship Management, Back Office, Financial Services, Dividends, Trading Systems, Bonds, Client Services, Finance, Risk Management
Education
University of Scranton 1995 — 1999
B.S., Finance
West Morris Central HS 1991 — 1995
Wells Fargo Advisors February 2011 - Present
Citi 2009 - 2011
Citi March 2003 - September 2009
Citi August 1997 - February 2003
Skills
Mortgage Lending, Residential Mortgages, Banking, Financial Services, Sales Management, Credit, Wealth Management, Risk Management, Product Management, Investments, Portfolio Management, Securities, Loans, Insurance, Relationship Management, Management
Education
University of Scranton 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
SBIC October 2013 - Present
Citi July 2012 - October 2013
FirstBank & Trust 2009 - 2011
Citi 2007 - 2008
Skills
Life and Health Agent, Notary Public, Management, Retail Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Consumer Lending, Cash Management, Loan Origination, Investments, Banking, Cross Selling, Credit Analysis, Relationship Management, Wealth Management, Commercial Banking, Branch Banking, Commercial Lending, Lines Of Credit, Credit Risk, Deposits, Financial Services, Fraud, Risk Management, AML, Portfolio Management, KYC, Financial Analysis, Refinance, Operational Risk, OFAC
Education
University of San Francisco
B.S, Finance and Marketing
Citi July 2015 - Present
Marsh & McLennan Companies, Inc. December 2014 - July 2015
Marsh & McLennan Companies, Inc. November 2013 - December 2014
Marsh & McLennan Companies, Inc. 2002 - November 2013
Reliance National 1995 - 2002
Skills
Auditing, Enterprise Risk..., Internal Controls, Internal Audit, Accounting, Financial Reporting, Risk Management, Financial Analysis, Insurance, GAAP, Banking, Analysis, Reinsurance, Risk Assessment, Sarbanes-Oxley, Financial Risk, Fraud, Finance, Management, Financial Modeling
Education
University of Scranton 1991 — 1995
BS, Accounting
St. Mary's
American Cancer Society July 2015 - Present
Complete Media, Inc. May 2015 - July 2015
Capital One March 2013 - January 2015
Wells Fargo April 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Citi July 2010 - August 2011
Lil' Angels Photography August 2005 - December 2006
Skills
Credit Cards, Customer Service, Customer Retention, Sales, Microsoft Office, Leadership, Process Improvement, Team Leadership, Management, Microsoft Excel, Business Analysis, Team Building, Strategic Planning, Marketing Strategy, Marketing, Financial Analysis, Coaching, Advertising
Education
University of Sioux Falls 2012 — 2014
Bachelor's Degree, Business Innovation and Marketing, 3.45
Nanosyn March 2015 - Present
Eristavi Winery LLC August 2009 - April 2015
Citi April 2014 - March 2015
Wells Fargo September 2011 - December 2012
Archbishop Riordan High School August 2010 - June 2011
Skills
Marketing, Management, Marketing Strategy, Sales, Microsoft Excel, PowerPoint, Event Planning, Training, Market Research, Analysis, New Business Development, Customer Service, Entrepreneurship, InDesign, Team Leadership, CRM, Social Networking, Advertising, Microsoft Word, Research, Report Writing, Direct Marketing, Project Management, Winemaking, Sales Management, Product Management, Writing, SEO, SEO Copywriting, Social Media, Microsoft Office, Leadership, Public Speaking, Social Media Marketing, Strategic Planning
Education
University of San Francisco 2010 — 2013
Bachelor's degree, European History
Hewlett-Packard January 2015 - Present
Edelman September 2014 - January 2015
Edelman March 2013 - September 2014
Edelman September 2011 - March 2013
Silicon Valley Sports and Entertainment November 2010 - March 2011
Citi 2011 - 2011
Silicon Valley Sports and Entertainment January 2010 - July 2010
San Jose Sharks/Silicon Valley Sports and Entertainment September 2009 - December 2009
Forbes.com September 2008 - June 2009
University of San Francisco December 2007 - May 2009
Skills
Social Media Marketing, Marketing Communications, Corporate Blogging, Social Media, Public Relations, Media Relations, Facebook, Social Networking, Press Releases, Blogging, Event Planning, Event Management, Publicity, Crisis Communications, Sports, Social Media Measurement, Editing, Corporate Communications, Sponsorship, Strategic Communications, Content Management, Market Research, Strategic Public..., Marketing Strategy, Video Production
Education
University of San Francisco 2007 — 2010
BS, Media Studies
Los Gatos High School 2002 — 2006
DZ Bank July 2015 - Present
Ernst & Young February 2013 - July 2015
Citi November 2011 - February 2013
Merrill Lynch July 2008 - October 2011
Deloitte October 2007 - May 2008
Merrill Lynch May 2006 - August 2006
Johnson & Johnson May 2006 - August 2006
Johnson & Johnson May 2005 - August 2005
Skills
Wealth Management, Bonds, Fixed Income, Credit Derivatives, Finance, Valuation, Equities
Education
University of Scranton 2003 — 2007
BS, Finance
Citi May 2014 - Present
JPMorgan Chase March 2010 - Present
EY September 2006 - February 2010
Skills
Auditing, Accounting, CPA, Project Management, Sarbanes-Oxley Act, Financial Analysis, Internal Controls
Education
University of Scranton 2002 — 2006
Bachelor's degree, Accounting
Merrill Lynch July 2014 - Present
Citi January 2013 - December 2013
Greggert, Inc. May 2013 - August 2013
HealthQuest May 2011 - August 2013
CHERRYVILLE FARMS November 2006 - December 2010
Skills
Sales, Time Management, Event Management, Customer Service, Microsoft Office, Teamwork, Management, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Event Planning, Social Media
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor's Degree, Business Administration; Finance, Economics, Information Technologies, 3.987
University of South Carolina-Columbia 2010 — 2014
Citi 2007 - Present
BNY Mellon 2007 - 2007
BISYS Fund Services 2005 - 2007
Rothstein Kass September 2002 - 2005
Skills
Fund Accounting, Investor Relations, Investor Reporting, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Securities, Investments, Financial Services, Private Equity, Equities
Education
University of Scranton 1998 — 2002
Bachelor of Science (BS), Accounting
Umpqua Bank February 2011 - Present
Citi May 2007 - February 2011
Commercial Capital Bank 2000 - 2007
Bayview Bank 1998 - 2000
Home Savings of America 1976 - 1996
Skills
Underwriting, Credit, Loans, Real Estate, Portfolio Management, Financial Analysis, Banking, Risk Management, Credit Analysis, FHA, Mortgage Lending, Commercial Real Estate, Loan Origination, Investments, Real Estate Economics, Financial Risk, Residential Homes, Commercial Lending, Marketing, Asset Management, Refinance, Credit Risk
Education
University of San Francisco 1971 — 1973
BA, Business Psychology
Taft School, Watertown, Conn, Class of '68 1964 — 1968
The Healthy Chocolate Company, MXI Xocai Healthy Chocolate June 2008 - Present
BNI 2012 - 2012
Citi September 2003 - June 2007
Citi August 2001 - September 2003
Avera McKennan Hospital June 1983 - July 2001
Skills
Wellness, Network Marketing, Public Speaking, Coaching, Social Networking, Nutrition, Entrepreneurship, Customer Service, Fitness, Health, Marketing Strategy, Team Building, Leadership, Adult Education, Marketing, Small Business, Training, Personal Development
Education
University of Sioux Falls
BS, Psychology, Mathematics
Berean Group International August 2013 - Present
Citi 2009 - 2013
Citi 2009 - 2013
Topic Sales, LLC 2001 - 2013
KPMG - New York, NY 1999 - 2001
James Martin + Co. - New York, NY 1998 - 1999
Automated Financial Systems, Inc. - New York, NY 1995 - 1998
IBM/IBM Credit Corp - New York, NY 1988 - 1995
ADDITIONAL EXPERIENCE 1901 - 1943
Skills
Executive Sales, Sales Management, IT Outsourcing Sales, Team Leadership, Cross-functional Team..., Virtual Teams, Business Strategy, New Business Development, VP Sales, Regional Managers, IT Strategy, International Sales, Sales direct, Contract Management, BPO, Outsourcing, Customer Relations, Executive Reporting, Software Sales, Alliances, P&L Management, Solution Selling, Strategic Partnerships, Consultative Selling, International Business, Sales Process, Strategy Development, SaaS, Professional Services, Business Modeling, Contract Negotiations, Key Account Development, Enterprise Software, Account Management, Business Planning, Competitive Analysis, Start-ups, Management Consulting, Vendor Management, Team Management, Executive Management, Complex Sales, Strategic Planning, Team Building, Profitability, IT Outsourcing, Offshoring, Go-to-market Strategy, Direct Sales, Sales Operations
Education
University of Southern California
MS, Business Administration
University of Southern California
MBA, Finance
University of South Africa/Universiteit van Suid-Afrika
Honors in Economics 1
University of the Witwatersrand
BComm, Economics, Accounting
Voya Financial April 2012 - Present
GE Capital August 2008 - October 2008
Citi May 1998 - August 2008
CitiStreet 1996 - 2005
Skills
Management, Customer Service, 401k
Education
University of Scranton 1994 — 1996
Catalina Marketing May 2009 - Present
UnitedHealthcare March 2009 - May 2009
Wells Fargo Insurance Services January 2009 - March 2009
Ameren June 2008 - November 2008
Citi October 2006 - June 2008
Nationwide Insurance August 2005 - October 2006
Skills
Essbase, Hyperion Planning, Oracle, PL/SQL, Microsoft SQL Server, Unix, JavaScript, Hyperion Enterprise, Business Intelligence, Data Warehousing, OLAP, ETL, EPM, Informatica, Data Integration, SDLC, Business Analysis, Requirements Analysis, SQL, Consulting, Data Modeling, Databases, Integration, Software Project..., Management, Business Process, Requirements Gathering
Education
University of South Alabama 2001 — 2003
Masters, Engineering
GPREC
Goldman Sachs August 2015 - Present
Citi September 2009 - August 2015
Midsummer Capital April 2005 - September 2009
Lehman Brothers 1998 - April 2005
Skills
Fixed Income, Equity Derivatives, Derivatives, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Bloomberg, Electronic Trading, Trading, Trading Systems, Investment Banking, Securities
Education
University of Scranton 1993 — 1997
bs
Citi January 2014 - Present
Citi March 2008 - January 2014
University of Illinois at Chicago August 2002 - December 2007
Mitsubishi Electric Research Lab January 2007 - April 2007
Skills
Modeling, Time Series Analysis, Matlab, Statistics, VBA, C, Fixed Income, Data Analysis, LaTeX, Mathematical Modeling, Quantitative Analytics, Quantitative Finance, Statistical Modeling, R, SAS
Education
University of Illinois at Chicago 2002 — 2007
Doctor of Philosophy (Ph.D.)
University of Science and Technology of China 1997 — 2002
B.S., Electrical and Computer Engineering
Bank of America September 2014 - April 2015
trueEX Group July 2012 - May 2014
Citi July 2010 - June 2011
RBC Capital Markets October 2006 - May 2010
Merrill Lynch July 1997 - September 2006
Swiss Bank Corp August 1990 - July 1996
Skills
Trading Systems, Capital Markets, Electronic Trading, FX Options, Fixed Income, Market Data, Derivatives, Credit Derivatives, Trading, Investment Banking, Management, Financial Markets, Financial Services
Education
University of Scranton 1986 — 1990
Citi October 2014 - Present
Citi January 2014 - October 2014
Citi July 2010 - December 2013
Neuberger Berman 2004 - July 2010
Arden 2000 - 2004
Skills
Separately Managed..., Series 7, Series 63, Alternative Investments, Fixed Income, Mutual Funds, Fund Of Funds, Hedge Funds, Equities, Series 6, FINRA, Bloomberg, ETFs
Education
University of Scranton 2000 — 2004
BS
Independent Consultant April 2014 - Present
Citi November 2013 - March 2014
Southwest Airlines February 2012 - November 2013
United Airlines January 2010 - February 2012
AT&T Wireless January 2009 - December 2009
Perficient November 2008 - February 2009
AT&T January 2008 - October 2008
Great West 2006 - 2007
Cisco Systems August 2005 - June 2006
Skills
TIBCO, TIBCO iProcess, SOA, ESB, TIBCO Rendezvous, Enterprise Architecture, TIBCO Business Studio, Integration, Spotfire, Java Enterprise Edition, Business Process Design, SDLC, TIBCO Business Events, TIBCO Spotfire, Big Data, Hadoop, Hive
Education
University of South Alabama 2003 — 2005
MS, Information Systems
Citi December 2011 - Present
L&T Infotech September 2009 - May 2012
Citigroup September 1998 - February 2010
Skills
Securities, Portfolio Management, Equities, Capital Markets, Fixed Income, Business Analysis, Financial Services, Banking, Risk Management, Vendor Management, SDLC, Program Management, IT Strategy, Data Warehousing, Global Custody, Investment Banking, Trading Systems, Derivatives, Process Improvement, Middle Office, Hedge Funds
Education
University of Scranton 1994 — 1998
Citi Vice President Regional ManagerCiti2003 - Present
Citibank 2003 - Present
Education
University of San Diego 1988 — 1992
Oracle October 2014 - Present
Micros Retail Systems January 2008 - September 2014
Geodata Corporation 2005 - 2008
ManTech 2000 - 2007
Citi 1991 - 2000
Development Bank of the Philippines 1990 - 1991
Skills
Oracle PL/SQL..., Rational, AGS, Unix, Unix Shell Scripting, Pervasive, SQL Tuning, Microsoft SQL Server, XBR, Balance, Analytics, Loss Prevention, SABRE, RAM, Toad, ETL, Sqlldr, bcp, Stored Procedure, Testing, Stored Procedures, Database Design, Ubiquitous Computing, Business Continuity..., Data Modeling, Data Warehousing, T-SQL, DB2, SQLLDR, Sabre, PL/SQL, Business Analysis, Integration, SDLC, Shell Scripting
Education
University of Santo Tomas 1994 — 1996
Candidate for Masters in Business Administration
University of Santo Tomas 1986 — 1990
Bachelor of Science in Mathematics, Computer Science
JPMorgan Chase June 2013 - Present
EverBank February 2013 - June 2013
Citi February 2012 - December 2012
Bank of America June 2001 - February 2012
Skills
Strategic Partnerships, Team Leadership, Sales Management, Marketing, Loan Origination, Budgeting, Packaged Goods, FHA/VA, Coaching, Recruiting, Loans, Mortgage Lending, Real Estate, FHA, Condo Financing, Jumbo Portfolio Lending, Banking, Budgets, Credit, FMCG, Finance, Financial Analysis, Forecasting, Funding, Investment Properties, Investments, Leadership, Management, Mortgage Banking, Real Estate Financing, Refinance, Residential Mortgages, Sales, VA Loans
Education
University of San Francisco 1992 — 1994
MBA, Marketing
University of Southern New Hampshire 1982 — 1986
Bachelor of Science (BS), Marketing
JPMorgan Chase August 2013 - Present
Citi December 2011 - August 2013
Citi March 2008 - November 2011
Citi July 2007 - March 2008
Citi July 2002 - June 2007
Citi May 2000 - June 2002
Schroders July 1999 - May 2000
New York Public Library July 1997 - June 1999
J.Crew August 1996 - July 1997
Skills
Change Management, Financial Services, Project Management, Talent Management, Performance Management, Compensation Strategies, Organizational Design, Employee Relations, HRIS, Leadership, Human Resources, Recruiting, Workforce Planning
Education
University of Scranton 1992 — 1996
Bachelor of Science (B.S.), Business Management
Independant Consultant July 2012 - Present
Mission Valley Bank May 2011 - May 2012
Citi October 2008 - April 2011
First Federal 2006 - 2008
Bank of America August 1999 - January 2006
Skills
Banking, Finance, Credit, Loans, Business Development, Sales, Commercial Banking, Management, Small Business, Lines Of Credit, Small Business Lending, Retail Banking, Mortgage Lending, Investments, Strategic Financial..., Underwriting, Commercial Lending, Mortgage Banking, Cash Management, New Business Development, Credit Risk, Coaching, Real Estate, Retail, Credit Analysis, Consumer Lending, Team Building, Loan Origination, Risk Management, Customer Service, Negotiation, Microsoft Office, Cross Selling, Microsoft Excel, Business Planning, Creative Problem Solving, Solution Provider, Problem Solving, Excel, Sales Management, Performance Management, Word, Mortgage, Operations Management, Mentoring, Leadership, College Savings Plans, Retirement Planning, Roth IRA
Education
University of San Diego 1995 — 1999
Bachelor, Business Admin
Hun School of Princeton 1991 — 1995
High School Degree
Citi October 2009 - Present
Citibank March 2006 - October 2009
Acxiom September 2004 - March 2006
JP Morgan Chase September 1995 - September 2004
Skills
Analytics, Customer Experience, Customer Acquisition, Product Management, Marketing Management, Marketing Strategy, Marketing Communications, Direct Marketing, Market Research, Consumer Insights, Marketing, Leadership, Cross-functional Team..., Financial Services, Banking, Relationship Management, Business Strategy, Credit Cards
Education
University of Scranton 1991 — 1995
B.S., Management, History
Our Lady of Lourdes High School 1987 — 1991
Citi May 2015 - Present
Citi May 2015 - Present
Citi January 2014 - May 2015
Citi September 2011 - January 2014
Wells Fargo June 2006 - June 2010
BankFirst 1999 - 2005
Gateway 1995 - 1997
Skills
Requirements Gathering, Visio, Data Modeling, Requirements Analysis, Business Analysis, Management, Process Improvement, Project Management, SDLC, SQL, Testing, Vendor Management
Education
University of Sioux Falls 2003 — 2007
BA, Business with Information System minor
Capital One February 2014 - Present
Citi June 2012 - February 2014
JPMorgan Chase September 2006 - June 2012
JPMorgan Chase September 2000 - August 2006
Delaware Technical & Community College August 2002 - August 2005
Skills
Credit Cards, Leadership, Strategy, Relationship Management, Financial Services, Business Development, Segmentation, Fundraising, Customer Acquisition, Analytics, Portfolio Management, Direct Marketing, Program Management, Vendor Management, Strategic Planning, Credit, Web Analytics, Marketing, Banking, Marketing Strategy, Strategic Partnerships, Management, CRM, Competitive Analysis, Database Marketing
Education
University of Scranton 1996 — 2000
BS, Mathematics
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2004 - 2008
Lehman Brothers November 1992 - April 2004
OOCL 1988 - 1989
Skills
DB2, Investment Banking, Fileaid, Application Development, Endevor, CICS, Visio, Equities, Back Office, JCL, Mainframe, TSO, SQL, IBM Mainframe, Trading Systems, Business Requirements, VSAM, Securities, Trading, Fixed Income, Sybase, COBOL, Prime Brokerage, Production Support, Requirements Gathering, Market Data
Education
University of Santo Tomas 1979 — 1983
B.S. Chemistry, Chemistry
Citi October 2012 - Present
Citi 2010 - October 2012
Morgan Stanley April 2005 - April 2010
Morgan Stanley Prime Brokerage April 2005 - April 2010
Lehman Brothers August 1995 - April 2005
Skills
Hedge Funds, Capital Markets, Swaps, Series 7, Interest Rate..., FX Options, Collateral Management, Electronic Trading, Securities, Trading Systems, Series 63, Options, Public Speaking, Bonds, Financial Markets, MBS, Foreign Exchange, Operational Risk, Rates, Derivatives, Fixed Income, Emerging Markets
Education
University of Scranton 1988 — 1992
BS, Finance
University of Scranton 1988 — 1992
Wintrust Bank Chicago May 2015 - Present
Fifth Third Bank January 2014 - May 2015
Citi February 2012 - January 2014
FirstMerit Bank February 2010 - February 2012
First Bank February 2006 - February 2010
Bank of America September 1990 - February 2006
San Diego State University April 1996 - July 1998
Skills
Commercial Banking, Mortgage Lending, Credit Analysis, Mortgage Banking, Credit Risk, Underwriting, Portfolio Management, Lines Of Credit, Risk Management, Relating to Clients, Customer Service..., Managerial Skills, Employee Training, Leadership, Customer Service, Management, Training, Strategy, Performance Management
Education
University of South Carolina - The Moore School of Business 1987 — 1989
Master of Business Administration (MBA), International Business
Valparaiso University 1983 — 1987
Bachelor of Arts (B.A.), International Economics/German
Moore Beauston & Woodham LLP CPAs December 2014 - Present
Citi August 2013 - December 2014
Accounting Student @ USC School of Business January 2011 - December 2014
South Carolina Small Business Chamber of Commerce 2013 - 2013
Allstate Insurance November 2004 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Word, Leadership, Access, Financial Analysis, Outlook, Time Management, Finance, Public Speaking, PowerPoint, Customer Service, Financial Reporting, Forecasting, Analysis, Microsoft Office
Education
University of South Carolina - Darla Moore School of Business 2014 — 2014
Master's In Accountancy, Taxation, 3.50
University of South Carolina - Darla Moore School of Business 2011 — 2013
Bachelor of Science Business Administration, Accounting and Corporate Finance
University of South Carolina-Columbia 1995 — 2001
B.A., History
Citi January 2011 - Present
Citi August 2004 - January 2011
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
MBA, Business
California Bank & Trust June 2001 - October 2011
Citi 1993 - 1997
International Bank of California 1989 - 1991
Bank of Hawaii 1984 - 1986
Bank of America 1981 - 1984
Skills
Sales Management, Commercial Banking, Retail Banking, Administration, Personnel Development, Performance Management, System Administration, Management, Branch Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Credit, Credit Analysis, Finance, Portfolio Management, Financial Analysis
Education
University of San Diego
MBA, Finance
University of Washington
Bachelor of Arts (B.A.), Communication
TD Securities March 1997 - Present
Citi August 1993 - February 1997
Deloitte & Touche August 1987 - August 1991
Education
The University of Western Ontario 1991 — 1993
MBA
University of Saskatchewan 1983 — 1987
B.Comm., Accounting
Davis Polk & Wardwell LLP May 2012 - Present
Citi October 2010 - May 2012
Citigroup June 2010 - August 2010
University of Scranton December 2007 - May 2010
St. Augustine of Canterbury Parish June 2005 - August 2009
Israeli Discount Bank June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Accounting, PowerPoint, Outlook, Financial Reporting, Financial Modeling, Microsoft Office, Microsoft Word, Bloomberg, Due Diligence, Finance, Strategic Financial..., Financial Services, Leadership, Data Analysis, Analysis
Education
University of Scranton 2006 — 2010
BS, Accounting
Saint Joseph High School 2002 — 2006
Citi April 2015 - Present
Citi November 2013 - March 2015
Citi August 2011 - November 2013
Citi January 2010 - October 2011
New York Life Insurance Company May 2009 - November 2009
ING Financial Partners July 2008 - December 2008
Merill Lynch May 2007 - August 2007
Skills
Customer Service, Banking, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Sales, Financial Analysis, Business Analysis, Marketing, Leadership
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors of Science, Economics with a minor in Business Administration
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
MSCI Inc. 2015 - Present
Citi 2014 - 2015
RangeMark Investment Management, Inc. 2010 - 2013
Skills
Financial Modeling, Matlab, Data Analysis, R
Education
University of Science and Technology of China
Texas Instruments July 2012 - Present
Nuvoton Technology Corporation January 2010 - July 2012
Nuvoton Technology Corporation July 2009 - January 2010
Winbond November 2003 - July 2009
Alcatel-Lucent August 2000 - December 2000
Xerox Canada January 1999 - December 1999
Citi April 1998 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Matlab, Simulink, C, C++, Hspice, Network Analyzer, Analog Circuit Design, Ericsson, RF Circuits Design, Frequency Synthesizers, PLL, Bluetooth, LNA, DAC, ADC, Audio, Development of..., Product Marketing, Financial Analysis, Financial Risk..., PCB design, Sound, SPICE, RF, Audio Codecs, ADCs
Education
University of San Francisco - Masagung Graduate School of Management
Master's degree, GPA = 4.0 out of 4.0
University of Toronto
Master's degree, Electrical and Electronics Engineering
University of Waterloo
Honours Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering with Management Option
Citi September 2006 - Present
Thomson Reuters June 1999 - September 2006
Skills
C/C++, Unix Shell Scripting, Unix, SQL, Databases, Spring, Hibernate, Java, ION Marketview, Perl, TIBCO Rendezvous, C#
Education
University of Toronto 1996 — 1997
Postdoctoral, Physics
University of Saskatchewan 1991 — 1996
Doctor of Philosophy (PhD), Engineering Physics/Applied Physics
Citi January 2015 - Present
Citi August 2013 - December 2014
Salmon Sims Thomas & Associates October 2012 - August 2013
Citi October 2011 - October 2012
Citi August 2010 - October 2011
Citi January 2008 - August 2010
EWAS January 2006 - January 2007
Citi January 2002 - January 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Account Reconciliation, Credit, Financial Modeling, Financial Accounting, General Ledger, Corporate Finance, Payments, Auditing, Bank Reconciliation, Accounts Receivable, Accruals, Deferred Revenue, Business Analysis, Account Management, Financial Statements, Financial Audits, SOX Compliancy, Compliance, Financial Regulation, FASB, GAAP Standards, CPA, Tax Preparation, Variance Analysis, Forecasting, Finance, Sarbanes-Oxley Act, Analysis, Financial Services, Customer Service, Process Improvement
Education
University of Sioux Falls 2008 — 2010
Bachelor's degree, Accounting
Southeast Technical University 2003 — 2005
Associate Degree, Financial Services
Washinton High School 1995 — 1996
High School Diploma, General
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
Citi November 2008 - Present
Education
University of Sioux Falls 2006 — 2011
Bachelors, Business Administration
Citi April 2015 - Present
Citi September 2013 - April 2015
Citi July 2012 - September 2013
Citi May 2011 - August 2011
Navesink Country Club June 2006 - August 2010
Skills
Process Improvement, Access, Credit Derivatives, Equities, Bloomberg Terminal, VBA, SQL, Microsoft Excel, Microsoft Office, CFTC, ESMA, EMIR
Education
University of Scranton 2008 — 2012
Bachelor of Science, Finance
Main Street Tax Services LLC January 2014 - Present
Veterans Affairs September 2011 - December 2013
US Army September 2005 - September 2010
Actichem Specialties January 2003 - August 2005
US Army Reserves July 1980 - August 2005
Citi 1999 - 2002
Skills
Accounting, Strategic Planning, Budgets, Process Improvement, Microsoft Office, Training, Leadership, Management, Team Building, Customer Service, Operations Management, Program Management, Project Management, Healthcare, Microsoft Excel, Analysis
Education
University of Scranton 1982 — 1985
MBA, Finance
University of Scranton 1978 — 1982
BS, Accounting
Citi July 2007 - Present
Citi January 2013 - July 2013
Citi January 2010 - December 2012
Citi July 2007 - December 2009
Societe Generale May 2006 - May 2007
London Borough of Haringey June 2005 - May 2006
BSS Group March 2005 - May 2005
The Cold Chain August 2003 - December 2004
Absa January 2002 - July 2003
Cranswick Computing June 2001 - December 2001
Skills
Trading Systems, Equities, Prime Brokerage, Production Support, Sybase, SDLC, Investment Banking, Financial Services, Unix, Capital Markets, Hedge Funds, Autosys, Weblogic, SEPA, Commercial Cards, Connect Direct, NDM, AIX, .NET, COBOL, DB2, JCL, z/OS, Transaction Processing, Software Project..., IT Strategy, Data Warehousing, Disaster Recovery, Systems Analysis, Oracle, Offshoring, Securities Lending, Release Management, ITIL, Microsoft SQL Server, SharePoint, Incident Management, JIRA, Global Management, Lean IT, Treasury Services, WebSphere MQ, Six Sigma
Education
Stevens Institute of Technology 2012 — 2014
Master's degree, Information Technology, 3.9 GPA
University of South Africa/Universiteit van Suid-Afrika 2007 — 2011
Bsc, Honors Software Project Management
University of South Africa/Universiteit van Suid-Afrika 2000 — 2005
BCom, Informatics
Luso Computer Institute 2001 — 2002
Diploma, Structured Programming Cobol 85 & Concepts of Data Processing, A - 96.85%
Citi January 2000 - February 2013
Xerox de Venezuela October 1997 - June 1999
Skills
Analytical Skills, Strategic Vision, Close Attention to..., Problem Solving
Education
University of South Alabama
Bachelor of Science, Computer Science
Macquarie Group November 2011 - Present
Citi June 2008 - October 2011
Bear Stearns 2002 - 2008
Citi September 1999 - April 2001
Refco April 1997 - September 1999
Skills
Equities, Financial Modeling, Capital Markets, Investment Banking, Derivatives, Valuation, Fixed Income, Portfolio Management, Corporate Finance, Bloomberg, Investments, Hedge Funds, Equity Research, Financial Analysis, Alternative Investments, Trading
Education
University of Scranton 1992 — 1996
Bachelor of Science (BS), Finance, General
St. Joseph's High School - Metuchen 1988 — 1992
Angelo, Gordon & Co. October 2012 - Present
HSBC Securities January 1999 - September 2012
J.P. Morgan February 1997 - December 1998
Citi May 1995 - February 1997
Skills
Accounting, Business Relationship..., Hedge Funds, Fund Administration, Fund Of Funds, Fund Accounting, Mutual Funds, Private Equity, Operational Due..., Project Management, Maintaining Strong..., Investor Relations, Operations Management
Education
University of Scranton 1991 — 1995
Bachelor of Science, Accounting
Deutsche Bank 1996 - 2005
Deutsche Bank 2001 - 2003
Credit Agricole 1995 - 1996
Citi 1993 - 1995
JPMorgan Chase 1990 - 1993
Skills
Middle Office, Back Office, Financial Services, Derivatives, Settlement, Fixed Income, Equities, Capital Markets, Securities
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance/Management
University of Scranton 1986 — 1990
BS, Management
Citi May 2009 - Present
Holland & Knight LLP March 2007 - February 2009
CP SHIPS 2004 - 2006
Inchcape Shipping Services 1999 - 2003
Skills
Business Analysis, Analysis, Accounting, Finance, Financial Analysis, Financial Reporting, Forecasting, Process Improvement, Sarbanes-Oxley Act
Education
University of South Alabama
Master's degree, Accounting
University of South Alabama
Bachelor of Science (B.S.), Economics / Finance, Summa Cum Laude Graduate
Citi November 1988 - Present
Education
University of Sioux Falls 1988 — 1997
Bachelor of Science (BS), Managerment
Citi June 2013 - Present
Skills
Physics, Monte Carlo Simulation, Mathematical Modeling, Statistics, Data Analysis, Matlab, Mathematica, LaTeX, Statistical Modeling
Education
The College of William and Mary 2006 — 2012
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology of China 2001 — 2005
Bachelor's Degree, Physics
Baptist Hospital May 2009 - Present
West Florida Community Care Center January 2009 - May 2009
Citi July 2005 - December 2007
Skills
psychiatric nursing, BLS, Case Managment, Inpatient, Nursing Education, Patient Safety, Registered Nurses, Patient Education, Hospitals, Nursing Care, Pediatrics, EMR, Nursing
Education
University of South Alabama 2012 — 2014
MSN, Psychiatric/Mental Health Nurse Practitioner
University of West Florida 2009 — 2010
BSN, Registered Nursing/Registered Nurse
Citi August 1997 - Present
Citi February 1988 - August 1997
EROS Data Center September 1983 - November 1987
Skills
IBM Mainframe, z/OS, CICS, COBOL, Assembler, Debugging, JCL, Abend-Aid, Intertest, DADS, CAFC
Education
University of Sioux Falls 1985 — 1986
Western Iowa Tech Community College 1981 — 1983
Associate of Arts (AA), Computer Science
Citi September 2001 - Present
Education
University of Sioux Falls
Citi February 2006 - Present
Education
University of San Diego 1999 — 2003
Spanish Language and Literature