Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
Citi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Citi Salaries. You can even request information on how much does Citi pay if you want to. Learn about salaries, pros and cons of working for Citi directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
EtQ June 2014 - Present
The University of Arizona August 2012 - May 2014
Community Partnership of Southern Arizona (CPSA) July 2013 - September 2013
NASA / OSIRIS-REx August 2012 - June 2013
College of Optical Sciences at University of Arizona August 2012 - December 2012
Nur International Foods and Restaurant December 2011 - June 2012
Nur International Foods and Restaurant July 2008 - June 2011
Nur International Foods and Restaurant May 2007 - January 2008
Citi May 2005 - June 2006
NASA August 2004 - May 2005
Skills
SQL, PHP, Oracle 11g, Visio, Hadoop, Data Analysis, MySQL, Java, Amazon EC2, Microsoft Office, Oracle, HTML, Optical Engineering, CSS, Unix, Data Modeling, Business Intelligence, R programming, JavaScript, Statistics, Matlab, Mac, Windows, Drupal, Dreamweaver, Google Analytics, Weka, SPSS, RapidMiner, Financial Accounting, VMware, Business Process, Technical Support, Zemax, Optical Fiber, Six Sigma
Education
University of Arizona, Eller College of Management 2012 — 2014
Master's Degree, Management Information System, GPA 3.4
University of Arizona, College of Optical Sciences 2011 — 2014
Master of Science (M.S.), Optical Design and Engineering, GPA 3.6
Boston University 2011 — 2012
Transfered to University of Arizona, Management Information System, Master of Science
University of Arizona 2003 — 2007
Bachelor of Science (B.S.), Optical Science and Engineering
Citi July 2011 - Present
Citi September 2012 - Present
Citi July 2010 - July 2011
Citi June 2009 - August 2009
Skills
Master Data Management, Financial Reporting, Executive Reporting, Ad Hoc Reporting, Cost Reporting, Contract Management, Contractual Agreements, Software Procurement, Project Management, Software Asset..., Vendor Management, Vendor Audit, Manage Client..., Data Governance, Project Governance, Client Relations Skills, Leadership, LGBT rights, Community Service, Non-profit Volunteer
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance
Amazon September 2014 - Present
Prometric 2008 - September 2014
Thomson Learning - Prometric 2005 - 2008
Thomson Learning - Prometric 2003 - 2005
Citi 2002 - 2003
Thomson Financial 1998 - 2002
State Street Bank and Trust Company 1994 - 1998
Japanese Exchange and Teaching Program 1991 - 1994
Skills
Program Management, Vendor Management, Strategic Partnerships, Product Management, Business Development, Strategic Planning, Business Analysis, SDLC, Project Management, Management, Process Improvement, Business Process..., Product Development, Project Planning, Sales, Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF, Finance, General
Tulane University - A.B. Freeman School of Business 1987 — 1991
BSM, Management
Robert Half Finance & Accounting 2015 - Present
HarbourVest Partners 2008 - 2014
Goldman Sachs & Co. 2005 - 2008
Citi 2004 - 2005
MFS Investment Management 2003 - 2004
MFS Investment Management 2002 - 2003
MFS Investment Management 2001 - 2002
Skills
Private Equity, Financial Analysis, Bloomberg, Fund Of Funds, Venture Capital, Investments, Asset Managment, Mutual Funds, Asset Management, Financial Modeling, Management, Hedge Funds, Microsoft Excel, Microsoft Office, Alternative Investments, Financial Services, Leadership, Finance, Financial Reporting, Analysis
Education
University of Vermont 1998 — 2000
BA, Mathematics
Boston University 1996 — 1998
Citi June 2015 - August 2015
Boston College Budget Office September 2013 - August 2014
Jebbit September 2012 - May 2014
Skills
Microsoft Excel, Teamwork, Financial Analysis, Program Management, Golf, Leadership, Research, Event Planning, Public Speaking
Education
Boston College - Carroll School of Management 2012 — 2016
BS, Finance and Accounting
Hopkinton High School 2008 — 2012
Citi July 2015 - Present
BU Finance & Investment Club May 2013 - May 2015
Citi June 2014 - August 2014
AgIS Capital LLC February 2014 - April 2014
Morgan Stanley Wealth Management May 2013 - September 2013
BU Finance & Investment Club September 2012 - May 2013
BU Urban Business Accelerator September 2012 - December 2012
Morgan Stanley Wealth Management May 2012 - September 2012
Office of the Comptroller October 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Equity Research, DCF, Regression Analysis, Bloomberg Terminal
Education
Boston University 2011 — 2015
BSBA, Finance, Accounting, Junior
Punahou School 2005 — 2011
Boston University August 2014 - Present
Franklin Templeton Sealand Fund Management Company February 2014 - July 2014
Citi April 2013 - November 2013
New Oriental Education & Technology Group (NYSE:EDU) January 2013 - February 2013
Industrial and Commercial Bank of China July 2012 - August 2012
Xinzhongtian Accounting Firm January 2011 - February 2011
Skills
Football, History, Chinese politics, Equity Research Analysis, Sales, Finance, Chinese Politics, Equity Research, Derivatives, Fixed Income, Equities
Education
Boston University 2014 — 2016
Master of Science (M.S.), Mathematical Finance
University of Shanghai for Science and Technology 2010 — 2014
Bachelor of Economics, Finance, 3.73
Citadel LLC April 2015 - Present
Citi June 2014 - March 2015
Boston College June 2011 - May 2014
Citi June 2013 - August 2013
Balyasny Asset Management L.P. July 2012 - August 2012
Retirement Planning Group - RPGPLAN May 2012 - June 2012
Balyasny Asset Management LP June 2009 - August 2009
Skills
Research, Financial Analysis, Equity Research, Data Analysis, Valuation, Investments, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Financial Modeling
Education
Boston College - Carroll School of Management 2011 — 2014
Bachelor's Degree, Finance and Economics, Magna Cum Laude
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Finance and Economics
Green Mountain Valley School 2006 — 2010
Citi June 2013 - Present
Citi June 2012 - August 2012
Lloyds of London July 2010 - August 2010
Capacity Coverage Group July 2007 - July 2010
Education
Boston College - Carroll School of Management 2011 — 2013
Bachelor of Science, Finance
University of Pittsburgh 2009 — 2011
Bachelor of Science, Finance and Accounting, Economics
New York University, Stern School of Business 2008 — 2008
Political Economy of Globalization
Citi June 2013 - Present
Boston College CTRC January 2010 - May 2013
Citigroup June 2012 - August 2012
Harris Fraser Group June 2011 - August 2011
PIQC, inc January 2011 - June 2011
Iberian Focus, S.L. June 2010 - August 2010
Skills
Microsoft Excel, Bilingual-English/Spanis..., Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Data Analysis, Research, Social Networking, Investment Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science (BSc), Finance and Marketing
Citi November 2014 - Present
NXT4 June 2014 - November 2014
Fidelity Investments June 2014 - August 2014
NoFillers.com September 2012 - July 2014
Optimum Energy June 2013 - August 2013
Skills
Leadership, Blogging, Facebook, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Social Media, Team Building, Public Speaking, Entrepreneurship, Sales Operations
Education
Boston College 2011 — 2015
Bachelor of Applied Science (BASc), Finance
Università degli Studi di Roma Tre 2013 — 2013
International Finance
Seattle Preparatory School 2007 — 2011
Citi June 2014 - Present
Citi June 2013 - August 2013
Bullhorn September 2012 - December 2012
CBLPath May 2012 - August 2012
CBLPath June 2011 - September 2011
Baitul Aman Islamic Center November 2005 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Data Entry, Research, Public Speaking, Teaching, Analysis, Teamwork, Leadership
Education
Boston College 2010 — 2014
Bachelor of Science (B.Sc.), Finance and Marketing, 3.88
Fordham Preparatory High School 2006 — 2010
Diploma, General, 3.98
Oracle November 2014 - Present
Oracle Marketing Cloud (Responsys acquired April 2014) January 2014 - October 2014
Responsys March 2013 - December 2013
Citi July 2011 - March 2013
BNY Mellon June 2010 - August 2010
Killik & Co October 2009 - December 2009
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science, Finance and Operations Managment
Boston University London Program 2009 — 2009
Managment and Finance
Manhasset High School 2003 — 2007
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Sterne Agee June 2011 - August 2011
Wells Fargo June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Derivatives, Fixed Income, Financial Structuring, Capital Markets, Trading
Education
Boston College - Carroll School of Management 2009 — 2013
BS in Management with Honors, Finance & Economics
Voorhees High School 2005 — 2009
Mercantil Commercebank September 2015 - Present
Grupo Financiero Ficohsa February 2011 - April 2015
Citi February 2007 - March 2011
Skills
Marketing, Business Development, Marketing Strategy, Portfolio Management, New Business Development, Product Marketing, Business Strategy, Competitive Analysis, Strategic Planning, Market Research, Brand Management, Marketing Communications, Digital Marketing, Market Analysis, Marketing Research, Marketing Management, Social Media Marketing, Online Advertising, Online Marketing, Forecasting, Brand Development, Email Marketing, Advertising, Event Management, Media Planning, Digital Strategy, Integrated Marketing, Social Networking, Digital Media, Social Media, Event Planning, Brand Loyalty, Market Planning
Education
SUNY at Buffalo 2012 — 2013
Master's degree, Multi-/Interdisciplinary Studies, General
Boston College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
American School of Tegucigalpa 1989 — 2003
Citi September 2014 - Present
Independent Consultant (IA, UXD, UCD, Concept Development and Strategy) August 2002 - Present
Bisk Education August 2011 - August 2014
Bisk Education July 2007 - December 2008
Digital Lightbridge November 2004 - March 2006
Random House December 1999 - August 2002
Independent Consultant March 1996 - December 1999
Time Warner Inc. June 1994 - March 1996
Skills
User Experience, Web Design, User Interface Design, Adobe Creative Suite, Landing Page..., Art Direction, CSS, HTML 5, Layout, Web Development, Multivariate Testing, Analytics, Branding, A/B testing, HTML5
Education
Florida Institute of Technology 2012 — 2012
Business Administration and Management, General
University of San Francisco 2012 — 2012
Advanced Professional Internet Marketing Certificate, Interactive Marketing, Internet Advertising
School of Visual Arts
Bachelor of Fine Arts, Graphic Design and Advertising, GPA: 3.9/4.0
Boston University
Graphic Design
Citi July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers April 2006 - September 2008
Goldman Sachs February 1998 - March 2006
Rodman & Renshaw October 1996 - January 1998
Skills
Series 7, Series 16
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science (B.S.), Marketing/General Education
Thomson Reuters March 2014 - Present
Citi November 2010 - December 2013
Capital IQ (formerly TheMarkets.com) April 2010 - November 2010
Global Client Strategies December 2008 - October 2010
State Street Global Markets January 2004 - December 2008
State Street Corporation January 1994 - December 2003
State Street Bank Luxembourg S.A January 1990 - December 1993
Skills
Strategy, Mergers & Acquisitions, Start-ups, Portfolio Management, CRM, Business Development, Investments, Financial Services, Product Management, Management, Asset Management, Finance, Trading, Hedge Funds, Investment Banking, Financial Markets, Asset Managment, Mergers, Analysis, Securities, Executive Management, Business Strategy, Program Management, Leadership, Mutual Funds, Banking, Equities, Fixed Income, Capital Markets, Analytics, Marketing Strategy, Marketing
Education
INSEAD 1993 — 1993
YMP, Business Administration and Management, General
Boston Latin School
Diploma
Boston University - School of Management
bs, Finance
Townsquare Media August 2014 - Present
Townsquare Media May 2012 - August 2014
The Next Great Generation September 2011 - May 2012
Self Employed May 2009 - May 2012
Boston Bruins October 2011 - April 2012
Citi June 2010 - August 2011
The Next Great Generation June 2010 - August 2011
The Next Great Generation November 2009 - August 2011
Sports & Leisure Magazine / HugeSportz.com May 2009 - August 2011
MySecretBoston October 2008 - May 2009
Skills
Blogging, Copy Editing, Editing, Journalism, Magazines, Media Relations, Social Media, Social Networking, Writing, AP Style, Audio Editing, CMS, Content Creation, Content Management, Copywriting, Corporate Communications, Digital Media, Digital Photography, Feature Writing, Interviewing, Marketing Communications, Multimedia, Multimedia Journalism, Music Journalism, New Media, Newsletters, Newspaper, News Writing, Online Journalism, Online Video, Photography, Photo Editing, Press Releases, Promotions, Proofreading, Publications, Publishing, Public Relations, Public Speaking, Radio, Reporting, Research, SEO, Sports Writing, Stories, Video Editing, Web Content, Web Content Management, Web Design, Writing Skills
Education
Boston University 2006 — 2009
B.S., Print Journalism (Magazine Concentration)
Nardin Academy 2002 — 2006
Regents Diploma with Advanced Designation
HBX - Harvard Business School October 2014 - Present
Harvard Business School October 2014 - Present
Citi July 2008 - July 2014
CareerLeader August 2005 - July 2008
Harvard Business School August 2005 - July 2008
Morgan Stanley May 1999 - May 2004
Harvard Business School January 1995 - May 1999
Boston University 1989 - 1995
Skills
Recruiting, Talent Management, Onboarding, Career Counseling, Management, Succession Planning, Leadership Development, Talent Acquisition, Workforce Planning, Performance Management, Employee Engagement, Human Resources, Employee Relations, Executive Search, Applicant Tracking..., Personnel Management, Deferred Compensation, Organizational..., Event Management, Admissions, Educational Leadership, Educational Management, Budgets, Program Management
Education
Boston University 1982 — 1986
BA, History
Dechert LLP May 2014 - July 2014
Suffolk County District Attorney's Office June 2013 - August 2013
United States Attorney's Office May 2012 - August 2012
Citi July 2008 - July 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Boston College Law School 2011 — 2015
Juris Doctor
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Double Major: Economics and International Relations
The Health Trust February 2015 - Present
Boston University School of Public Health October 2013 - Present
Citi 2011 - 2012
Citi 2011 - 2012
Moffitt Cancer Center 2010 - 2011
Moffitt Cancer Center 2009 - 2011
Moffitt Cancer Center April 2010 - August 2010
University of South Florida 2009 - 2010
Moffitt Cancer Center 2008 - 2010
Skills
Public Health, Nonprofits, Research, Access, SPSS, Writing skills, Focus Groups, Fully bilingual English, Spanish, Community Outreach, Management, Social Skills, Multi Tasking, Self-directed Learning, Customer Service, Psychology, Leadership, PowerPoint, Microsoft Excel, Customer Relations, Bilingual, Fluent in Spanish, Data Entry, Interpersonal skills
Education
Boston University 2013 — 2014
Master of Public Health (MPH), Social and Behavioral Science
University of South Florida 2006 — 2010
Bachelor of Arts (B.A.), Psychology
University of Puerto Rico-Mayaguez 2007 — 2008
National Exchange Student Program, Psychology
Beeline February 2012 - Present
Citi May 2011 - February 2012
Citi July 2005 - November 2011
Southwest Financial Services, Ltd October 2001 - August 2004
Great American Financial Resources March 1999 - October 2001
Skills
SDLC, Business Analysis, Project Management, Process Improvement, Software Documentation, Business Process, PMP, Visio, Requirements Analysis, Management, SQL, Analysis, SharePoint, Business Intelligence, Program Management, Integration, Risk Management, Requirements Gathering, Project Planning, Change Management, CRM, Budgets, Agile Methodologies, Enterprise Architecture, Quality Assurance, Strategy, Leadership, Cross-functional Team...
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA, Entrepreneurship, Competitive Strategy, Finance
Chadron State College 1995 — 1998
BA, Accounting, Managment Information Systems
American Samoa Community College 1994 — 1995
Boston University 1994 — 1994
NSF Summer Program, Number Theory
UBS September 2014 - Present
Citi January 2013 - September 2014
Citi April 2008 - December 2012
Lehman Brothers December 2005 - April 2008
Progress Software (Sonic Software) August 2000 - November 2005
Unique Computing December 1999 - August 2000
L&T Infotech 1997 - 1999
Skills
Vendor Management, Solution Architecture, SDLC, Project Management, Equities, Financial Services, Project Delivery, Team Management, Requirements Analysis, Business Analysis, Solution Development, Management, Investment Banking, Business Development, Enterprise Architecture, Wealth Management, SOA, Offshore Management, Trading Systems, Financial Markets, Private Banking, Equity Research, Asset Management, Technology..., Mobile Technology, Requirements Gathering, IT Strategy, Wealth Management..., Financial Planning and..., Offshore Project..., Solutions Development, Private Wealth..., Mobile Applications, Mobile Strategy, Digital Strategy, Enterprise Mobility, Mobility Strategy, Social Media
Education
Boston University 2003 — 2005
Master of Science (MS), Computer Science
Jai Narain Vyas University 1993 — 1997
B. E., Computer Science
Citi 2013 - Present
Bessemer Trust 2009 - 2013
UBS January 2006 - August 2008
Merrill Lynch July 1992 - December 2005
United States Marine Corps 1984 - 1988
Skills
Compliance Management, Risk Assessment, Risk Management, Wealth Management..., Global Projects, Solution Implementation, Strategy, Analysis, Project Planning, Project Management, Financial Services, AML, FINRA, KYC, High Net Worth..., Financial Markets, Capital Markets, Hedge Funds, Private Equity, Asset Management, Emerging Markets, Risk Mitigation, Operational Risk, Banking Operations, Due Diligence, Securities, Leadership, Change Management, Investment Management, International Business, CIP, Bank Secrecy Act, USA PATRIOT Act, OFAC& Sanctions, Regulations E & 9, NASD Rules 3010 & 2012, Dodd-Frank, Securties Acts, Investments, Wealth Management, Financial Risk, Finance, Management, Equities, Fixed Income, Banking, Series 7
Education
Boston University 1985 — 1986
Master of Science (M.S.), Business Administration
Villanova University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Healthfirst July 2013 - Present
UnitedHealth Group January 2012 - July 2013
Citi June 2010 - December 2011
Atlantis Health Plan d/b/a Easy Choice Health Plan of New York August 2006 - June 2010
Skills
Proficient in Microsoft..., CRA Wiz, Google Adwords, Compliance, MS Project, Research, Contract Negotiation, Account Management, Business Relationship..., Contract Management, Vendor Management, Vendor Relationships, Vendor Contracts, Managed Care, Project Management, Strategic Planning, Healthcare, Management, Analysis, Policy, Budgets, Marketing, Leadership, Data Analysis, Operations Management, Health Insurance, Sales, HIPAA, Health Policy, Medicare, Employee Benefits, Insurance, Process Improvement, Program Management
Education
Boston University 2009 — 2010
Master of Science (M.S.), Health Communication
Penn State University 2003 — 2006
Bachelor of Science (B.S.), Health Policy Administration, Sociology
Mansfield University of Pennsylvania 2002 — 2003
Music, Music
Citi June 2014 - Present
Citi June 2013 - August 2013
The HDH Group June 2012 - August 2012
N2 Publishing June 2012 - August 2012
Maji Bottles November 2011 - May 2012
SEA Brand September 2011 - January 2012
Vector Marketing June 2010 - August 2011
Nissly Landscaping March 2010 - July 2010
A&S Auto Sales March 2008 - February 2010
Skills
Equity Valuation, Microsoft Excel, PowerPoint, Sales Presentations, Entrepreneurship, Negotiation, Direct Sales, Investments, Public Speaking
Education
Boston College - Carroll School of Management 2010 — 2014
Finance
Peters Township High School 2006 — 2010
BNP Paribas July 2015 - Present
BNP Paribas June 2014 - August 2014
UBS Wealth Management September 2013 - January 2014
GE Capital June 2013 - August 2013
Citi January 2013 - January 2013
New York Life Insurance Company June 2012 - August 2012
GE Capital 2012 - 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Project Planning, Social Networking, Time Management, Priority Management, Social Media, Customer Service, Leadership, Community Outreach, Training
Education
Boston College 2011 — 2015
Bachelor of Science, Dual Concentration: Finance and Management
John P. Stevens High School 2007 — 2011
HTx Services LLC June 2015 - Present
The Heights, Inc. December 2014 - Present
Water 4 Cambodia December 2010 - Present
Citi June 2014 - August 2014
Citi September 2013 - June 2014
Citi July 2013 - September 2013
Skills
Marketing, PowerPoint, Photoshop, Adobe Muse, Microsoft Excel, Project Management, SharePoint, Research, Apple Aperture, Microsoft Word, Freeway, Google Docs, Public Speaking, Fundraising, Analysis, Customer Service, Program Development
Education
Boston College 2014 — 2018
Bachelor of Science (BS), Double Major in Information Systems and Business Analytics
Half Hollow Hills High School West 2010 — 2014
Google December 2014 - Present
Google June 2013 - December 2014
Citi June 2012 - August 2012
LLBH Private Wealth Management LLC June 2011 - August 2011
Westport Parks and Recreation June 2007 - August 2010
Skills
SQL, Systems Analysis, Databases, Oracle Application..., Google Analytics, Google Adwords, Analytics, Financial Analysis, Financial Modeling, Information Systems, Photoshop, Microsoft Office, Adobe Creative Suite, WordPress, Visual Basic, Marketing, Bloomberg Terminal, PPC, Online Advertising, Salesforce.com, Solution Selling, Social Media, Consultative Sales..., SEM, YouTube, Digital Marketing, Digital Video, comScore, Kantar
Education
Boston College - Carroll School of Management
BS, Finance, Information Systems
Bottomless Closet 2014 - Present
The Guardian Life Insurance Company of America 2013 - Present
Articulate Communications 2011 - 2013
Thomson Reuters January 2010 - July 2011
Citi 2004 - 2010
American Stock Exchange 2002 - 2004
Citi 1998 - 2001
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Strategy, Internal Communications, Account Management, Marketing Strategy, Press Releases, Marketing Communications, Leadership, Copywriting, Public Affairs, Integrated Marketing, Marketing, Crisis Communications
Education
Boston University
B.S. Communications
Citi December 2014 - Present
Deutsche Bank May 2007 - November 2014
Deloitte October 2004 - April 2007
KPMG June 1997 - August 2000
Skills
Capital Markets, Finance, Risk Management, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, ALM, Trading, Funding, Interest Rate Risk..., Leadership, Structured Finance, Liquidity Analysis, Treasury, Commodity, Due Diligence, Investment Banking, Fixed Income, Treasury Management, Market Risk, Credit Risk, Liquidity Risk, DFAST/CCAR, Cash Concentration, Pooling, Sweeping, Liquidity product..., Risk and Regulatory..., Bank Regulatory..., 165d and IDI Resolution
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance & Accounting
Florida International University 2000 — 2002
M.A., Economics
Deutsche Bank June 2013 - Present
Deutsche Bank July 2012 - August 2012
Deutsche Bank June 2012 - July 2012
Citi July 2006 - August 2010
Interline Brands April 2005 - July 2006
Skills
Training, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Investments, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
M.B.A, Finance, Accounting, Strategic Management, Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science, Finance
Edward Waters College
Bachelors of Business Administration (B.B.A), Organizational Management
TD Bank January 2011 - Present
TD Bank April 2006 - December 2010
The Radian Group August 2004 - February 2005
Bank of America October 2003 - August 2004
Citi 1999 - 2003
Citi October 1999 - October 2000
Skills
Risk Management, Relationship Management, Fraud, Financial Services, Business Analysis, Commercial Banking, Vendor Management, Banking, Financial Analysis, Analytics, Credit, Process Improvement, Strategy, Management, Financial Risk, Lean Six Sigma
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Boston College 1995 — 1999
Bachelor of Science, Business
Malvern Preparatory School 1992 — 1995
City Light Capital September 2013 - Present
Serving While Achieving Greatness Inc. - SWAG January 2011 - Present
Developing World Markets August 2011 - July 2013
Citi July 2008 - August 2011
Skills
Financial Management, Credit Analysis, Non-profits, Fundraising, Emerging Markets, Business Relationship..., Risk Management, Microfinance, Compliance Management, Investment Banking, Mentoring, Sustainable Development, Social Entrepreneurship, Entrepreneurship, Youth Mentoring, Asset Management, Sustainability, Account Management, Strategy Development, Capital Markets, credit analyst, Non-Bank Financial..., Youth Empowerment, Marketing Management, Socially Responsible..., global microfinance, Profits with a Purpose, MFI, Urban Regeneration, Urban Youth Development, Sustainable Capital, Non-Profit Organization..., Investment Monitoring, Leadership, Investments, Strategy, Asset Managment, Private Equity, Economics, Management, CRM, Nonprofits
Education
New York University 2009 — 2011
Masters of Public Administration Candidate, Non Profit Management & Policy Analysis
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Management, Leadership & Marketing
RBC Investor Services 2012 - 2014
McGraw Hill Financial 2012 - 2012
Itaú Unibanco 2008 - 2011
Swiss American Securities Inc. / Credit Suisse 2005 - 2008
JPMorgan 1999 - 2005
Citi 1996 - 1999
aicep Portugal Global 1993 - 1996
The International Foundation for Electoral Systems 1992 - 1993
Skills
Equities, Capital Markets, Securities, Emerging Markets, Investments, Asset Managment, Financial Markets, Electronic Trading, Banking, Investor Relations, Private Equity, Risk Management, Financial Risk, Middle Office, Bonds, Trading Systems, Alternative Investments, Structured Products, Equity Derivatives, Corporate Finance, Market Data, Private Banking, Settlement, Mutual Funds, Financial Services, Relationship Management, Securities Lending, Global Custody, Commodity, Business Development, Back Office, Currency, Business Strategy, FX Options, Prime Brokerage, Portfolio Management, Fund Administration, Mergers & Acquisitions, Corporate Actions, ETFs, Swaps, Asset Management, Strategy, Global Business...
Education
Boston University 1985 — 1988
BA, Economics
University of New Hampshire 1989 — 1991
MA, History
New York University
Financial Analysis
Citi March 2014 - Present
State Street Associates June 2013 - December 2013
MSCI Inc. January 2012 - May 2012
Standard Chartered Bank September 2011 - January 2012
China Banking Regulatory Commission July 2011 - September 2011
Skills
VBA, C++, Stochastic Calculus, Matlab, SQL, Bloomberg, Data Mining, Mathematical Modeling, Quantitative Finance, Financial Analysis, Equity Valuation, Quantitative Analytics, Trading, Portfolio Management, Unix, Monte Carlo Simulation, Perl, Scala, C#
Education
Boston University 2012 — 2014
Boston University Graduate School of Management 2012 — 2014
Master of Science (MS), Mathematical Finance, High Honors
Renmin University of China 2008 — 2012
Dual Bachelor's Degree, Applied Mathematics, Finance, Graduate with Distinction
Shenzhen Senior High School 2005 — 2008
Citi September 2014 - Present
DTCC April 2012 - September 2014
Citi July 2007 - October 2011
GMAC-ResCap September 2005 - June 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA/MSF, Finance
Shanghai International Business and Economics University 1991 — 1995
B.S., Economics
Federal Reserve Bank of New York April 2015 - Present
Citi September 2012 - April 2015
Citigroup September 2012 - April 2015
Citi Group September 2012 - April 2015
Citi April 2003 - September 2012
Citigroup April 2003 - September 2012
Citi Group April 2003 - September 2012
Citibank April 2003 - September 2012
SGSE August 2001 - March 2003
Information Builders June 1999 - July 2001
Skills
Project Portfolio..., Information Security..., Business Process..., Technology Planning, Technology..., Enterprise Risk..., Information Systems..., Business Continuity, Business Process, IT Management, Project Management, Disaster Recovery, Internal Controls, Governance, CISM, Information Technology, Internal Audit, Security, Information Systems, Operational Risk, Data Center, Incident Management, Auditing, Risk Assessment, Business Continuity..., Business Process..., Budgets, IT Audit, Financial Services, Analysis, Information Security, Network Security, COBIT, Vendor Management, Management, Risk Management, CISA, Operational Risk..., Sarbanes-Oxley Act, Banking, Strategy, SDLC, PMP, IT Strategy, Business Analysis, Six Sigma, Financial Risk, Process Improvement, Risk Analysis, Business Process...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1979
B Sc, Computer Science
CIC St. Mary's College 1969 — 1975
'A' - Advanced Level (Cambridge), Mathematics, Economics
Citi June 2013 - Present
Barclays June 2012 - August 2012
Kollaboration Boston June 2011 - June 2012
Covidien June 2011 - August 2011
March of Dimes June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Photoshop, SPSS, Sales, Social Media
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance (Major), International Studies (Minor)
Universitat Pompeu Fabra
Citi June 2015 - Present
Citi June 2014 - August 2014
Citi June 2013 - August 2013
KPMG US August 2012 - May 2013
KPMG US June 2012 - August 2012
City of Boston September 2011 - May 2012
Key Club International July 2010 - July 2011
Skills
Microsoft Office, PowerPoint, Data Entry, Public Relations, Mac, Management, Microsoft Excel, Leveraged Finance, Finance, Leadership, Sage CRM, Recruiting, Photoshop, Microsoft Word, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science, Business Management, Economics
Montverde Academy High School 2007 — 2011
High School Degree
The Hong Kong University of Science and Technology
Study Abroad Spring 2014
Goldman Sachs August 2015 - Present
Goldman Sachs November 2013 - July 2015
Citi August 2012 - November 2013
Skills
Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science, Finance, General
Arthur Isaacson & Company CPA January 2015 - Present
Maison Kayser USA October 2014 - December 2014
PwC July 2013 - August 2013
ZPMC June 2012 - September 2012
Citi July 2011 - August 2011
Skills
US GAAP, Auditing, Financial Reporting, Corporate Finance, Internal Controls, CPA, Income Tax, Corporate Tax, Tax Law
Education
Boston College 2013 — 2014
Master of Science (MS), Accounting
Shanghai Jiao Tong University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Northeastern University 2011 — 2011
Exchange, International Business
Citi June 2015 - Present
Citi June 2014 - August 2014
Liberty Mutual Insurance May 2013 - August 2013
KPMG June 2013 - June 2013
PwC May 2013 - May 2013
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor's degree, Accounting and Finance
John Cabot University 2013 — 2013
Rome, Italy, Fall 2013 Study Abroad Program
Central Bucks High School East 2008 — 2011
Doylestown, PA
SuperEats May 2013 - Present
Citi August 2011 - February 2014
Citi July 2008 - July 2011
Liberty Mutual Group June 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Credit Analysis, Entrepreneurship, Venture Capital, Start-ups, Due Diligence, LBO, DCF, Equity Valuation, Special Situations, Business Valuation, Private Placements, New Business Development, Industry Analysis, Fundamental Research, Industry Research, Value Investing, Enterprise Valuation, Principal Investing, Buy-side, Origination, Mezzanine, Deal Execution, Capital Structure, Nonprofits, Non-profit Leadership, Consumer Products, Food & Beverage, Product Development, Competitive Analysis, Finance, Research, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Finance & Economics
Comcast May 2014 - April 2015
Maersk Line November 2012 - July 2013
Maersk Line July 2012 - October 2012
Maersk Line January 2012 - June 2012
Maersk Line December 2010 - December 2011
Standard Chartered Bank September 2010 - November 2010
Pfizer July 2009 - August 2009
Citi July 2008 - July 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Product & Brand Management; Marketing Analytics, GPA: 3.7
Lahore University of Management Sciences 2006 — 2010
Bachelor of Science (BSc), Economics
UPR Programa de Experiencias Académicas Formativas (PEAF) August 2014 - May 2015
Toro, Colón, Mullet, Rivera & Sifre, P.S.C. June 2014 - July 2014
Unites States District Court for the District of Puerto Rico February 2014 - April 2014
Department of Justice of Puerto Rico June 2013 - July 2013
Inditex April 2012 - July 2012
Citi August 2011 - March 2012
Oriental Palace June 2011 - August 2011
Psycholinguistics Laboratory at Boston University January 2011 - May 2011
Cirugia Ocular de Madrid September 2010 - December 2010
Centro Medico Shadowing Program August 2010 - August 2010
Skills
Apple Macintosh, PC, Word, Excel, PowerPoint, Outlook, Westlaw, Lexis, Microjuris, SPSS, SAS, RPLID, POS, IBEX, Adobe, JSTOR, Microsoft Word, Microsoft Office, Microsoft Excel, Mac, Legal Research, Legal Writing, Customer Service, Spanish, Facebook, Data Entry, Litigation, Critical Thinking, Social Media, Research, Public Speaking
Education
University of Puerto Rico School of Law 2012 — 2015
Juris Doctor (J.D.), Law, Magna Cum Laude
Boston University 2007 — 2011
Bachelor of Arts, Psychology, Minor in Biology (Pre-Med Concentration), 3.3
Boston University Study Abroad Program, Instituto Internacional 2010 — 2010
Visiting Student
Baldwin School of Puerto Rico 2003 — 2007
High School Diploma, 4.0
Citi June 2015 - Present
Bank of America Merrill Lynch June 2010 - July 2014
Citi June 2009 - August 2009
Alstom Power May 2008 - August 2008
Skills
Due Diligence, Strategic Financial..., Valuation, Credit Analysis, Financial Reporting, Financial Analysis, Investments, Bloomberg, Economics, Securities, Accounting, Financial Modeling, VBA, Finance
Education
Boston College - Carroll School of Management 2006 — 2010
BS, Finance, Accounting
Uber September 2013 - Present
Uber May 2012 - December 2013
Summit Partners 2008 - 2011
Citi 2007 - 2007
Ernst & Young 2006 - 2006
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.S., Finance, Economics, Accounting
Citi June 2015 - August 2015
GE May 2014 - August 2014
Education
Boston College 2012 — 2016
Bachelor of Science, Finance and Accounting
Boston Biomedical May 2015 - Present
Caxton FX February 2015 - April 2015
Boston University January 2013 - December 2014
Bank of Hangzhou June 2014 - August 2014
Citi August 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Foreign Languages, Customer Service, Research, Teamwork, Social Media, English, Music, Sports Management
Education
Boston University 2012 — 2016
Bachelor's Degree, Finance, General; International Management
Jinan University 2011 — 2012
Bachelor's Degree, Finance, General
In Transition - Seeking A New Opportunity 2014 - Present
Citi July 2000 - September 2007
Hanover Capital 1998 - 2000
Barrow Hanley Mewhinney and Strauss 1990 - 1998
Salomon Brothers 1982 - 1990
Skills
Capital Markets, Marketing Strategy, Investments, Generating Revenue, Consultative Sales..., Management, Manage Client..., Institutional Sales, Financial Markets, Team Leadership, Change Management, Investment Management, Portfolio Management, Strategic Planning, Fixed Income Portfolio..., Financial Services, Photography, Sales, Building Relationships, Investment Advisory, Driven By Results, Timely Decision Making, Growth Strategies, Quick Study, New Business Development, Business Development, Key Account Development, Entrepreneurial..., Consultative Selling..., Problem Solving, Strategic Thinking, Endowments, revenue and profit..., Organizational..., Financial Management..., Financial Institutions, Training, Leading Change, CRM, Performance Management, Mentoring, Accountability, Analytical Skills, Complex Sales, Trusted Business Partner, Highly resourceful, Pay Close Attention to..., Cross Functional..., Leading Positive Change, Sales Execution
Education
Wharton School, University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Economics with Finance Concentration
Boston Latin School 1970 — 1976
Citi Wholesale Credit Review December 2014 - Present
TriMax Abstract Services May 2014 - December 2014
Keystone Group NY August 2013 - May 2014
Mamasan April 2012 - January 2014
Citi October 2010 - April 2012
Citi June 2007 - October 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Portfolio Management, Bloomberg, Financial Analysis, Emerging Markets, Marketing Strategy, Entrepreneurship, Revenue Cycle Management, Banking, Mergers, Risk Management, Business Strategy, Start-ups, Sales&Marketing, Trading, Strategy, M&A experience, Leveraged Finance, Financial Structuring, Finance, Competitive Analysis, Analytics, Credit Risk, Business Development, Market Research, Financial Markets, Credit Analysis, Management Consulting, Financial Services, Mergers & Acquisitions, Credit, Structured Finance, Economics, Restructuring, Strategic Financial..., Project Finance, Securities, Options, Investment Banking, Due Diligence, Venture Capital, Loans, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2007
Bachelor of Science (B.S.), Finance
Universidad Complutense de Madrid 2006 — 2006
Study Abroad Program, Finance, General
Banco Popular de Puerto Rico 2013 - Present
Banco Popular de Puerto Rico 2008 - 2012
Banco Popular de Puerto Rico 2006 - 2008
Citi 1999 - 2003
First Chicago Capital Markets 1995 - 1999
Skills
Distressed Assets, Capital Raising, Asset Backed Securities, Mergers & Acquisitions, Valuations, Derivatives, Loan Syndications, Series 7 Registered...
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master of Business Administration (MBA)
Boston College - Carroll School of Management 1987 — 1991
Bachelor of Science (BS), Finance
Ballentine Partners, LLC March 2014 - Present
JPMorgan Chase April 2013 - March 2014
State Street Alternative Investment Solutions December 2012 - April 2013
Saibus Research 2013 - 2013
Citi June 2011 - July 2011
Skills
Fund Accounting, Hedge Funds
Education
University of Massachusetts, Amherst
Finance
Boston Latin School
Citi June 2014 - Present
Citi June 2013 - August 2013
La Ferla Group - UBS Financial Services Inc. June 2012 - August 2012
Sbarro May 2012 - August 2012
Nissequogue Golf Club June 2011 - August 2011
Stifel Nicolaus Weisel Investment Banking July 2010 - July 2010
Skills
Experienced in..., Proficient in Spanish, Conversational in..., Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Research, Public Speaking, Management, Finance, Teamwork, Data Analysis, Financial Analysis, Leadership, Operations Management, Analysis, Microsoft Office
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Finance, and Operations Management
American University of Rome 2012 — 2012
Study Abroad
Cold Spring Harbor High School 2006 — 2010
Citi June 2014 - Present
Citi June 2013 - August 2013
State Street June 2012 - August 2012
extensionEngine September 2011 - January 2012
BTTR Ventures June 2011 - August 2011
Blue Kitabu July 2009 - August 2009
Education
Boston College 2010 — 2014
Bachelor of Science, Finance and Marketing
Citi June 2013 - Present
J.P. Morgan Private Bank May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - February 2012
China Securities Co., Ltd. May 2010 - July 2010
Skills
English and Chinese, Microsoft Word and Excel, Bloomberg, Factset, Morningstar, Equities, Equity Research, Mutual Funds, Financial Modeling, Financial Analysis, Portfolio Management, Wealth Management, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
BS, Finance, Math, GPA: 3.76
Penn State University 2009 — 2010
BS, Economics, Mathematics
Northamptonshire Grammar School 2006 — 2008
Citi March 2015 - Present
TD April 2014 - March 2015
Citi September 2010 - April 2014
Comverge June 2010 - September 2010
UBS October 2009 - May 2010
Bloomberg January 2009 - October 2009
Skills
Risk Management, Contact Development, Skip Tracing, Business Planning, Financial Risk, Financial Modeling, Financial Analysis, Bloomberg, Business Analysis, Asset Managment, Analytics, Data Analysis, Microsoft Excel, Due Diligence, Finance, Analysis, Quantitative Analytics, SAS programming, PowerPoint development, Asset Management, Access, Project Management, Economics, Strategy, Leadership
Education
New York University
M.S., Management & Systems (Enterprise Risk Management)
Boston University
Bachelor of Arts, Economics
John F. Kennedy Memorial HS
Accenture February 2013 - Present
Citi 2012 - January 2013
University of Cincinnati September 2011 - June 2012
Comfort Suites January 2010 - August 2010
CTL Engineering February 2005 - August 2005
Alliance Hospitality May 2004 - January 2005
Skills
Microsoft Excel, PowerPoint, Data Mining, Access, Database Design, Business Analysis, Data Analysis, Information Management, Hindi, Financial Analysis, Visio, Databases, Project Management, Requirements Gathering, Business Process, Systems Analysis, Excel, Oracle SQL, SAP CRM Technical, SAP ERP, Salesforce.com, Salesforce.com..., Salesforce, Salesforce.com...
Education
University of Cincinnati 2011 — 2012
Master of Science, Information Systems
University of Cincinnati 2010 — 2011
Masters in Business Administration, Finance
Boston University
Bachelor of Science (B.S.)
Wellington Management April 2012 - June 2015
Citi June 2009 - April 2012
Skills
Bloomberg, Capital Markets, Securitization, Fixed Income, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, ABS, Series 7, Series 63, Equities, Hedge Funds, Valuation, Bonds, Credit, Leveraged Finance, Corporate Finance, Loan Origination, Investments
Education
Boston College - Carroll School of Management 2005 — 2009
BS Management, Finance, Economics
Barclays September 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2014
Citi June 2012 - August 2012
Skills
fluent in french, Microsoft Access, Microsoft Excel, Stata
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Economics, Finance, French
St. Charles East High School 2005 — 2009
Natural Health Services 1994 - Present
Natural Health 1994 - Present
BankOne - Chase January 1992 - April 1994
Citi 1989 - January 1992
Skills
Health, Customer Relations, Wellness Programs, Sports Nutrition, Weight Loss, Disease Prevention, Relationship Development, Nutritional Counseling, Nutraceuticals, Nutrition Education, Customer Service, Preventive Medicine, Employee Wellness, Financial Freedom, Wellness, Business Process, Program Management, Business Analysis, Entrepreneurship, Risk Management, Finance, Healthcare, Team Leadership, Coaching, Integration, Business Planning, Business Intelligence, Business Development, Business Process..., Business Strategy, Management, Project Management, Team Management, Project Planning, Start-ups, CRM, ERP, Product Management, Vendor Management, Leadership, Outsourcing, Project Portfolio..., Team Building, Operations Management, Strategic Planning, Budgets, IT Strategy, IT Management, Portfolio Management, Executive Management
Education
Boston University
Clark University
Chemistry
Boston University
Natural Weight Loss, Endocrine, Metabolic issues, A+++
Washington, D.C. 2004 — 2008
Post Master's, Holistic Health, Alternative Medicine
Dallas, Chicago, AR 2002 — 2008
Post-Grad - Instructor, Bio-Energy Medicine, A+++
CCNH
MS, PhD, ND, Health, Naturopathy, Diet, Econ and more, A+. High Honors.0
Institute for Functional Medicine
Analysis and Functional Analysis
Palmer Institute
500 HR., Therapy, A
Texas Chiropractic College
Post-Grad, CEU
Calolo October 2014 - Present
The Chronicle of Higher Education August 2013 - Present
Blackboard 2010 - 2013
PayPal, an eBay Company September 2007 - November 2010
ProfileLinker, Inc. January 2006 - January 2008
First Annapolis Consulting August 2005 - September 2007
Citi May 2003 - August 2003
Merrill Lynch 1999 - 2003
Skills
Strategy, Business Development, Start-ups, E-commerce, Analytics, Strategic Partnerships, International Business, Digital Strategy, Business Strategy, Product Development, Product Marketing, Team Leadership, Executive Management, Strategic Planning, Mergers & Acquisitions, Product Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.), General Management & Entrepreneurship
Boston University
BA, Computer Science
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Citi December 2014 - Present
Charles Schwab April 2013 - December 2014
Text100 April 2007 - April 2013
THUNDER FACTORY October 2006 - April 2007
Voce Communications October 2005 - October 2006
Market Resource Partners September 2004 - August 2005
Skills
Community Management, Public Relations, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Press Releases, Crisis Communications, Marketing Communications, Management, Strategy, Marketing, Social Media, Event Management, Integrated Marketing, Blogging, Social Networking
Education
Boston University 1999 — 2003
BS
Citi August 2012 - Present
J.P. Morgan April 2010 - August 2012
State Street Global Advisors July 2007 - April 2010
State Street Global Markets August 2005 - July 2007
Skills
High Yield, Fixed Income Research, Fixed Income, Bloomberg, Bonds, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Science, Finance
Boston University - School of Management 2002 — 2005
Bachelor of Science, Business
Citi January 2011 - April 2012
Deloitte & Touche LLP December 2000 - December 2010
Investors Bank & Trust November 1993 - November 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Gordon College 1991 — 1993
BA, Accounting
Citi June 2006 - Present
Citi 2002 - 2006
Citibank (Orbian) 2000 - 2002
Imperial Capital Bank 1997 - 2000
Investors Bank & Trust 1996 - 1997
Education
Boston College 1992 — 1996
BS, Finance
Motiva Enterprises LLC November 2014 - Present
Citi August 2012 - October 2014
JPMorgan Chase June 2008 - August 2012
Lockheed Martin Aeronautics July 2001 - June 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Asset Managment
Louisiana State University 1997 — 2001
Bachelor of Science, Electrical Engineering
Futures International LLC September 2012 - Present
Citi December 1999 - August 2012
Gillette June 1997 - June 1999
Skills
Futures, Fundamental Research, Commodities, Agriculture, Fundamental Analysis, Commodity Markets, Hedging, Trading, Derivatives, Risk Management, Financial Analysis, Business Strategy, Hedge Funds, Business Development, Options, Strategic Planning, Energy, New Business Development, Marketing Strategy, Marketing, Equities, Bloomberg, Reuters, CQG, Commodity, Trading Systems, Commodity Risk..., Electronic Trading, Technical Analysis, Analysis, Options Strategies, Currency
Education
Northwestern University 2009 — 2011
Certificate, CFP
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
BS, Marketing
Citi February 2011 - Present
MassHousing October 1996 - August 2010
Kenney Development Company October 1987 - August 1989
Boston Properties August 1983 - October 1986
Skills
construction and..., Due Diligence, Loans, Real Estate, Underwriting, Finance, Construction Loans, Commercial Lending, Strategic Financial..., Asset Management, Real Estate Economics, Financial Modeling, Portfolio Management, Investments, Valuation, Credit
Education
Massachusetts Institute of Technology 1985 — 1986
MS, Real Estate
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1979
MBA, finance
Citicorp Credit Services 1999 - Present
Citi 1996 - Present
Skills
Marketing Communications, Public Speaking, Newsletters, Public Relations, Fundraising, Strategic Planning, Community Development, Nonprofits, Program Management, Management, Media Relations, Volunteer Management, Grants, Editing, Event Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Community Relations
Hagerstown Community College
Leadership Frederick County - Class of 2010 (the best ever!)
Kaiser Permanente August 2015 - Present
Kaiser Permanente January 2014 - December 2014
First Republic Bank June 2011 - March 2013
Robert Half Technology 2010 - June 2011
Certichron, Inc. October 2008 - March 2010
Citigroup 2002 - 2008
Citi 1998 - 2008
Bankers Leasing Company 1988 - 1998
Bankers Leasing Company 1983 - 1993
Skills
Risk Assessment, Operational Risk, Security, Business Analysis, Training, Risk Management, Information Security, Enterprise Risk..., Financial Risk, IT Strategy, Banking, IT Audit, Management, Governance, Management Consulting, CISSP, Program Management, Due Diligence, Information Technology, Business Process..., Business Continuity, Financial Services, Vendor Management, Project Management, Operational Risk..., Information Security..., Enterprise Architecture, Financial Analysis, SDLC, IT Management, Strategy
Education
Chaplaincy Institute 2013 — 2014
Certificate in Interfaith Studies, Interfaith studies
Boston College Law School 1974 — 1977
JD, Law
Dartmouth College 1966 — 1970
Bachelor of Arts, History
Washington County Public School System April 2015 - Present
Citi November 2014 - Present
Community Free Clinic, Inc. July 2013 - October 2014
County Medical Transport, Inc. April 2013 - May 2013
Cataldo Ambulance Service Inc. March 2011 - March 2013
Boston University January 2003 - March 2013
Cataldo Ambulance Service Inc. June 2008 - March 2011
Cataldo Ambulance Service Inc. October 2005 - June 2008
Somerville High School November 2007 - February 2008
Boston University July 2006 - May 2007
Skills
Management, Teaching, Public Health, Critical Thinking, Budgets, Healthcare, Cpr Certified, Microsoft Office, Research, Analysis, Healthcare Management, Clinical Research, Public Speaking, Data Analysis, Microsoft Excel, Hospitals, PowerPoint, Microsoft Word, Nonprofits, Project Planning, CPR Certified, Training, Leadership, Community Outreach, Social Media, Event Planning, Project Management, Emergency Management, Strategic Planning, First Aid, Customer Service, Grant Writing, Program Development, BLS, Editing, Administration, Teamwork, Human Resources, Marketing, Program Management, Team Leadership, Emergency Services
Education
Boston University 2006 — 2007
MAT, Science Education
Boston University 2002 — 2006
BA, Chemistry
Citi September 2011 - Present
Pershing 2010 - 2011
FundQuest 2006 - 2010
Liberty Mutual 2001 - 2006
Deltek 1996 - 2001
Skills
Mutual Funds, Management, Investments, Strategy, Asset Management, Financial Services, Wealth Management, Series 7, Alternative Investments, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
BA, Business
TD Bank, America's Most Convenient Bank September 2015 - Present
Citi July 2008 - 2015
Fidelity Investments 1992 - 2008
Fidelity 1992 - 2008
Harbridge House 1980 - 1992
Skills
Succession Planning, Organizational..., Organizational Design, Talent Management, Leadership Development, Executive Coaching, Organizational..., Employee Engagement, Change Management, Performance Management, Employee Relations, Management Consulting, Mortgage Banking, Business Strategy, Strategy, Workforce Planning, Human Resources, Leadership, Training, Strategic Planning, Program Management, Mergers & Acquisitions, Management, Executive Management, Coaching, Investments, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1980
MBA, marketing
University of Massachusetts Lowell 1970 — 1974
BS, Education
Citi June 2012 - Present
Education
New York University 2006 — 2008
Master of Science
Boston College 1996 — 2000
Bachelor of Arts
Citi December 2013 - Present
Moody's Investors Service March 2011 - December 2013
Casimir Capital June 2010 - October 2010
NBK Capital May 2009 - July 2009
Sapient August 2006 - June 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
Master of Business Administration
Manipal University 2002 — 2006
Bachelor of Engg.
Citi January 2013 - Present
Citigroup April 2011 - Present
State Street January 2010 - April 2011
State Street December 2008 - January 2010
State Street June 2007 - January 2009
Education
Boston College 2003 — 2007
BS, Human Resources, Marketing
United World College SE Asia 1999 — 2003
International Baccalaureate
Citi January 2015 - Present
Citi June 2011 - January 2015
Citi June 2008 - June 2011
Skills
Financial Modeling, Financial Analysis
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Arts (B.A.), Finance, General
Citi August 2014 - Present
Citi April 2011 - July 2014
Citi February 2011 - April 2011
Citi May 2010 - February 2011
Price Waterhouse Coopers October 2009 - January 2010
ICAP June 2009 - August 2009
everis July 2008 - September 2008
BBVA July 2007 - September 2007
Universitat Pompeu Fabra March 2007 - June 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Capital Markets, Valuation, Private Equity, Financial Analysis, Bloomberg, Derivatives, Economics, Emerging Markets, Financial Markets, Fixed Income, Mergers, Project Finance, Finance, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Financial Structuring, Business Planning, Credit, Structured Products, Bonds, Leveraged Finance, Loans, Structured Finance, Syndications, Financial Risk, Credit Analysis, Strategy, Management, Analysis, Consulting, Equities, Investments, Banking, Financial Services, Negotiation, Business Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
Exchange student, Finance
Universitat Pompeu Fabra 2005 — 2009
Business Economics, Finance
Queen Mary, U. of London 2008 — 2008
Semester Abroad, Finance
Citi August 2010 - Present
Skills
Banking, Credit, Retail Banking, Mortgage Lending, Customer Service, Relationship Management, Sales, Personal Banking, Consumer Lending, Financial Services, Loans, Committed to..., Cross Selling, Problem Solving, Small Business Lending, Client-oriented, Client Issue Resolution, Networking, Outbound Marketing, Small Business, Finance
Education
Boston University 2003 — 2007
B.A
Citi December 2013 - Present
Citi August 2012 - Present
Citi August 2010 - Present
Citi May 2010 - September 2010
Apollo Global Management February 2010 - May 2010
Goldman Sachs February 2000 - February 2010
Education
Boston University 1994 — 1998
BA, Urban Studies and Public Policy
The Blackstone Group January 2015 - Present
The Blackstone Group January 2013 - December 2014
The Blackstone Group January 2012 - December 2012
The Blackstone Group September 2010 - December 2011
Citi April 2008 - September 2010
Skills
Hedge Funds, Fund Accounting, Bloomberg, Alternative Investments, Equities, Fixed Income, Fund Administration, Asset Managment, Private Equity, Securities, Mutual Funds, Derivatives, Financial Analysis, Bloomberg Terminal, Valuation, Investments, Asset Management, Fund Of Funds, Accounting, Financial Accounting, Capital Markets
Education
Boston College 2003 — 2007
BS Managment, Economics, Hispanic Studies
Citi 2012 - Present
Citi 2010 - 2012
Ziegler July 2009 - September 2009
A.G. Edwards June 2007 - August 2007
Education
The University of Chicago Booth School of Business
MBA Candidate
Boston College 2006 — 2010
BA, Economics
Pontifícia Universidade Católica do Rio de Janeiro 2009 — 2009
Exchange student, Economics
Citi June 2011 - Present
Chanin Capital Partners / Duff & Phelps Restructuring March 2009 - June 2011
Citigroup August 2006 - November 2008
Ernst & Young May 2000 - August 2004
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Restructuring, Hedge Funds, Private Equity, Mergers
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
University of Virginia 2000 — 2001
MS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Peter Lynch Foundation September 2013 - December 2013
Barclays Investment Bank May 2012 - August 2012
Citi June 2011 - August 2011
Shaw Yi Ltd. June 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Valuation, Financial Accounting, Corporate Finance, Bloomberg, Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Minor in Economics (Arts & Sciences), Magna Cum Laude
Colegio Retamar 2006 — 2010
International Baccalaureate and Spanish Baccalaureate
Shanghai American School 2001 — 2006
First Republic Bank June 2010 - Present
Bank of America September 2009 - June 2010
Citi June 2007 - September 2008
Skills
Banking, Credit, Loans, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Accounting, Investments, Finance, Financial Services, Financial Modeling, Commercial Lending, Microsoft Excel, Leadership, Salesforce.com, Sales, Commercial Banking, Management, Student Loans
Education
Boston College - Carroll School of Management 2012 — 2015
Master of Business Administration (MBA), Master of Science Finance (MSF)
Santa Clara University - Leavey School of Business 2006 — 2009
Bachelor of Science (BS), Commerce Finance
St. Ignatius College Prep 2002 — 2005
High School
Citi March 2014 - Present
McMorgan & Company August 2013 - February 2014
M&T Bank June 2012 - August 2012
Citi Private Bank February 2007 - August 2011
Morrissey, Hawkins & Lynch January 2004 - April 2006
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Bloomberg, Equities, Securities, Fixed Income, Alternative Investments, Series 7, Due Diligence, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA)
Wesleyan University 2000 — 2003
Bachelor of Arts, History
Boston Latin School 1993 — 1999
Citi April 2013 - Present
Citco Fund Services May 2008 - August 2008
The Bank of New York May 2007 - August 2007
Skills
Derivatives, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Wesleyan University 2005 — 2009
Bachelor of Arts, Math and Economics
Chatham Partners December 2014 - Present
Citi June 2013 - July 2014
Citi September 2010 - June 2013
Cerulli Associates July 2004 - August 2010
Charles Schwab Corporate Services 1999 - 2004
Kanon Bloch Carre October 1995 - January 1999
Skills
Research, Market Research, Thought Leadership, Writing, Asset Management, High Net Worth..., Pension Funds, Trust Services, Hedge Funds, Superannuation, Investments, Marketing, Bloomberg, Institutional..., Series 7, Fixed Income, Mutual Funds, Alternative Investments, Financial Services, Wealth Management, Equities, Strategy
Education
The Johns Hopkins University 1990 — 1994
BA, International Studies
Boston Latin School 1985 — 1990
U.S. Trust August 2015 - Present
Citi September 2011 - Present
Eye Level Learning August 2009 - August 2011
Chase March 2009 - July 2009
Citi September 2004 - March 2009
Northwestern Mutual June 2003 - June 2004
KYOBO Life Insurance February 2001 - December 2002
Republic of Korea Army October 1998 - December 2000
Skills
Return on Investment..., Institutional..., DCF Valuation, Sales Management, Exceptional People..., Talent Management, Retail Banking, Life Insurance, Small Business Lending, Consumer Lending, Marketing for Small..., Banking, Customer Service, Sales, Strategic Planning, Business Strategy, Credit Cards, Finance, Analysis, Management, Financial Services, Leadership, Credit, Loans, Investments, Commercial Banking, Financial Planning
Education
Northeastern University 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Boston University 1993 — 1996
Bachelor of Science (B.S.), Hospitality Administration/Management
Wells Fargo Home Mortgage August 2012 - Present
Citi February 2012 - August 2012
Bank of America December 2010 - February 2012
Real Estate Mortgage Network October 2010 - December 2010
AIG October 2009 - November 2010
Crescent Mortgage August 2009 - November 2009
Taylor, Bean & Whitaker September 2008 - August 2009
American Sterling June 2008 - September 2008
Flagstar Bank August 2007 - June 2008
First Magnus Financial March 2007 - August 2007
Skills
PeopleSoft, VA loans, PowerPoint, Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Government, Government Loans, Finance, FHA financing, Vendor Management, Team Building
Education
Boston College
Economics
Atalaya Capital Management March 2012 - Present
Citi June 2010 - February 2012
Education
Boston College - Carroll School of Management 2006 — 2010
Delbarton School 2002 — 2006
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Citi June 2012 - August 2012
Lapine Associates May 2011 - August 2011
Lapine Associates May 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Management
Greenwich High School 2006 — 2010
Nitron Group Corporation February 2012 - Present
Citi June 2010 - August 2010
Morgan Stanley 2008 - 2009
Morgan Stanley 2006 - 2008
Education
IESE Business School - University of Navarra 2009 — 2010
Boston College - Carroll School of Management 2002 — 2006
BA, Finance
Citi August 2013 - Present
Citi June 2009 - August 2013
Citi July 2007 - June 2009
Citi November 2005 - July 2007
Aon Risk Services July 2003 - November 2005
Skills
ALM, Financial Risk, Fixed Income, Banking, Capital Markets, Liquidity Management, Treasury, Financial Modeling, Credit Risk, Risk Management, Corporate Finance, Valuation
Education
Boston College - Carroll School of Management 2001 — 2003
Master, Finance
Renmin University of China
BA, International Economics
Citi 2014 - Present
Tydall Trading LLC 2010 - 2014
GAIN Capital 2005 - 2010
Bailer Trading 2001 - 2005
Prudential Financial 2000 - 2001
Morgan Stanley Wealth Management 1999 - 2000
Skills
Trading, Market Making, Portfolio Management, Equities, Trading Systems, Capital Markets, Bloomberg, Financial Modeling, Financial Analysis
Education
Boston College - Carroll School of Management 1996 — 2000
BS, Finance, Accounting
University of Sydney 1999 — 1999
International Student Program
athenahealth January 2014 - Present
athenahealth October 2012 - December 2013
Evercore Partners September 2011 - September 2012
Citi August 2009 - August 2011
Citi June 2008 - August 2008
Brown University, Computer Science Department August 2007 - December 2007
Brown University, Computer Science Department June 2007 - August 2007
Skills
Valuation, Financial Modeling, M&A, Business Development, Due Diligence, Corporate Strategy, Data Analysis, Market Research, Strategic Thinking, Strategic Communications, Comparable Analysis, DCF Valuation, LBO, Presentations, Programming, Java, C++, Mergers & Acquisitions
Education
Brown University 2005 — 2009
Bachelor's degree, Computer Science and Economics
Boston Latin School 1999 — 2005
High School Diploma
Global Infrastructure Partners January 2013 - Present
Global Infrastructure Partners July 2011 - December 2012
Citi June 2009 - June 2011
Skills
Valuation, Financial Modeling, Private Equity, LBO, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Mergers & Acquisitions, DCF, Investments
Education
Boston College - Carroll School of Management 2005 — 2009
BS, Finance, Accounting
[ ] . com May 2013 - Present
Voxy August 2012 - May 2013
FINS.com from The Wall Street Journal October 2011 - November 2011
Hyland Enterprises November 2009 - October 2010
Novapack SAC September 2009 - October 2009
Justin Harder Studios July 2009 - September 2009
Citi March 2007 - May 2009
Skills
English, Spanish, French, Brazilian Portuguese, Jazz Guitar, Tennis, Relationship Management, Retail Banking, Banking, Credit, Microsoft Office, Business Strategy, Strategy, Financial Analysis, Analysis
Education
Boston College - Carroll School of Management 2002 — 2006
B.S., Finance, Marketing, French
Citi November 2014 - Present
Goldman Sachs August 2008 - October 2014
Goldman Sachs 2007 - 2008
Marsh & McLennan Companies, Inc. 2002 - 2006
Citigroup 1999 - 2001
Skills
Real Estate Finance, Asset Management, Client Management, Financial Analysis, Portfolio Management, Risk Management, Finance
Education
Columbia Business School
MBA, Finance with concentration in Real Estate
Boston College - Carroll School of Management
Bachelor of Science, Finance and English Literature
Citigroup 2012 - Present
Citi 2012 - Present
Barclays Capital September 2008 - 2012
Lehman Brothers August 1997 - September 2008
Education
Boston College 1993 — 1997
Citi November 2013 - Present
General Electric November 1993 - November 2013
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Risk Management, Strategic Financial..., Asset Management, Investments, Credit, Finance, Credit Risk, Equities, Credit Analysis, Due Diligence, Financial Risk, Capital Markets, Process Improvement, Fixed Income, Private Equity
Education
Boston College 1987 — 1991
Bachelor of Science (BS), Finance, General
Citi January 2003 - November 2011
Fidelity Investments June 1996 - August 2001
Education
University of Chicago 2001 — 2002
Master's degree, Financial Mathematics
Boston College 1992 — 1996
Bachelor's degree, Accounting and Computer Science
Multicultural Community Services May 2012 - March 2014
Bank of America September 2009 - February 2011
Citi June 2007 - July 2008
Skills
Financial Analysis, Data Analysis, Due Diligence, SAS, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Master of Business Administration (MBA)
Boston College - Carroll School of Management 2003 — 2007
Bachelor's degree, Finance and Marketing
Agroamerica Fruit Company May 2015 - Present
BACCredomatic Network November 2014 - May 2015
Citi August 2014 - November 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Universidad Francisco Marroquín 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
ISEBA Business School Barcelona 2012 — 2012
Financial Markets Specialist, Banking, Corporate, Finance, and Securities Law
Boston University 2010 — 2010
Financial Analysis, Accounting and Finance
Citi 2014 - Present
Skills
Criminal Law, Criminal Justice, Prosecution, Legal Research, Courts, Trials, Team Management, Trial Practice, Fraud, Litigation, Criminal Investigations, Commercial Litigation
Education
Boston College Law School 2001 — 2004
Doctor of Law (JD)