Citi Company
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Headquarters: New York City, New York, United States CEO: Barbara J. Desoer (Apr 1, 2014–) Parent organization: Citigroup Founded: June 16, 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
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42,894 Citi employees in database. Find out everything there's to know about Citi employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Citi Employees
Fidelity Investments May 1995 - Present
Bank Leumi May 1993 - May 1995
Citi May 1990 - May 1993
Skills
Brokerage, Financial Services, Business Strategy, Strategic Planning, Lean Transformation, Organizational..., Financial Analysis, Innovation, High Performance Teams, Motivational Speaking, Business Process..., Change Management, Technology Integration, Quality Management, System Testing, Finance, Project Management, Customer Experience, Women Leaders, Equities, Series 24, Six Sigma, Mutual Funds, Strategy, Fixed Income, FINRA, Portfolio Management
Education
Boston University - School of Management
Bachelor of Applied Science (B.A.Sc.), Finance and International Business
Hofstra University
Master of Business Administration (MBA), International Business
bay shore high school
bay shore high school
Citi June 2014 - Present
Citi June 2013 - June 2014
Fidelity Investments March 2012 - June 2013
Fidelity Investments May 2009 - March 2012
Fidelity Investments June 2007 - May 2009
Skills
Accounting, Management, Finance, Budgets, Account Reconciliation, Investments, Financial Analysis, Strategic Financial..., Financial Modeling, Corporate Finance, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Business Administration
MediaCom March 2015 - Present
OMD USA October 2013 - March 2015
The NPD Group October 2012 - October 2013
The NPD Group April 2011 - September 2012
The NPD Group June 2010 - April 2011
The NPD Group June 2009 - April 2010
HSBC July 2008 - August 2008
Citi June 2007 - August 2007
Roosevelt & Cross July 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, Marketing and Finance
Bloomberg LP October 2013 - Present
Citi July 2011 - September 2013
Citi October 2007 - September 2013
Crabtree & Evelyn January 2006 - April 2006
Ame and Lulu June 2004 - August 2005
Skills
Microsoft Office, Series 7, Google Analytics, Wordpress, Bloomberg, Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Management, Financial Analysis, Strategy, Customer Service, Email Marketing, Public Relations, Budgets, Sales
Education
Boston University - School of Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2011
Mini-MBA, Digital Marketing
Boston University Abroad Internship
EY July 2014 - May 2015
Reynolds & Rowella, LLP January 2014 - April 2014
H & R Block January 2008 - January 2014
Mercer November 1994 - March 2003
Citi May 1994 - November 1994
Stony Brook University February 1989 - December 1990
Skills
Individual Taxation, Tax Research, Small Business Tax..., Income Tax Planning, Tax Controversy, Global Equity Comp, Intl. Project Management, Business Relationship..., International Tax..., Intl. Deferred..., Vendor Relationships, Tax, Income Tax, Project Management, Tax Preparation, Tax Returns, Tax Law, International Tax, Small Business, IRS, Tax Accounting, Financial Planners
Education
Boston University School of Law 1991 — 1993
Master of Laws (LL.M.), Taxation
State University of New York at Stony Brook 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Government Law College, University of Bombay 1980 — 1993
Bachelor of Laws (LL.B.), Law
University of Bombay
Bachelor of Science (B.Sc.), Chemistry, Zoology
Citi 2004 - Present
CSX 2002 - 2004
Encore Development 1999 - 2002
InTuition (now Nelnet, Inc) 1996 - 1999
GE 1988 - 1996
Grossmans 1984 - 1988
Skills
Vendor Management, SDLC, Business Intelligence, Process Improvement, Program Management, Integration, PMO, Business Analysis, IT Strategy, Software Project..., Software Development, PMP, Project Management, Disaster Recovery, IT Management, Enterprise Architecture, Project Portfolio..., Business Process..., Risk Management, Strategy, Agile Methodologies, Credit Cards, Agile Project Management, Alchemy
Education
Boston University - School of Management
MBA
Cohasset High School
Cohasset High School
Cohasset High School
Cornell University
BS, Operations Research
Makaira Partners LLC February 2012 - Present
Watershed Asset Management LLC February 2008 - February 2012
HighVista Strategies LLC March 2007 - January 2008
JPMorgan Hedge Fund Services January 2005 - March 2007
Citi January 2003 - January 2005
Education
Boston University - School of Management 2006 — 2007
Masters in Investment Management
State University of New York College at Brockport 1999 — 2002
B.S. Bus. Admin/ Finance
State University of New York College at Plattsburgh 1997 — 1999
Intl Business
PHS 1994 — 1997
HARMAN International October 2013 - Present
Alexion Pharmaceuticals May 2006 - October 2013
Citi August 2005 - April 2006
Purdue Pharma May 2001 - June 2005
eFORCE January 2001 - May 2001
Brandon Consulting Associates Inc May 2000 - December 2000
Spiral System November 1998 - April 2000
Siemens July 1998 - November 1998
Tata Motors May 1997 - August 1997
Skills
Enterprise Architecture, Outsourcing, SOX, SOA, Software Integration, Conversions, FDA, Business Intelligence, SDLC, IT Strategy, Project Portfolio..., IT Management, ERP, Vendor Management, Project Implementation, SAP, Document Management, Application Development, Cloud Computing, Change Management, ITIL, Governance, Program Management, IT Governance, Software Project..., People Management, Process Improvement, Technical Architecture, Data Warehousing, Business Process..., Cross-functional Team..., Business Management, Team Leadership, Master Data Management, Data Management, Risk Management, Software Development, Leadership, Management, Integration, Start-ups, Security, Project Management, Enterprise Software, Product Management, Information Technology, Databases, CRM, Sarbanes-Oxley Act
Education
Boston University 2012 — 2012
The CIO Pocket MBA, Boston University School of Management, Executive Leader Center
Sacred Heart University 2003 — 2007
Master of Business Administration (MBA), Finance and Business Management
University of Pune 1996 — 1998
Master's degree, Computer Management
University of Pune 1993 — 1996
BS, Physics & Computer
Citi May 2014 - Present
College AppAssist Incorporated June 2012 - Present
Boston University School of Management September 2013 - May 2014
Boston University School of Management April 2013 - April 2014
Citi May 2013 - August 2013
Boston University School of Management January 2013 - May 2013
John Hancock Life Insurance Company (U.S.A.) August 2012 - May 2013
Boston University School of Management May 2012 - May 2013
Boston University School of Management April 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - September 2012
Skills
DCF, Regression Analysis, Financial Accounting, Equity Research, University Teaching, Investments, Finance, Investment Banking, Economics, Financial Modeling, Financial Statement..., Financial Analysis, Valuation, Bloomberg
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Accounting
Hudson Valley Community College March 2015 - Present
Sage College of Albany August 2011 - Present
Schenectady County Community College January 2011 - Present
Walgreens May 2007 - October 2010
Citi January 1996 - October 2000
Kinney Shoe Corporation July 1989 - February 1995
Skills
Management, University Teaching, College Administration, Business Administration, Program Management, Training, Employee Training, Customer Service, Teaching, Academic Administration, Recruiting, Budgets, Sales, Higher Education, Leadership Development, Public Speaking, Staff Development, Research, Leadership, Student Affairs, Strategic Planning, Student Development, Community Outreach, Program Development
Education
Suffolk University 2006 — 2008
Master of Science (M.S.), Political Science and Government
Suffolk University 2006 — 2008
Master of Public Administration (M.P.A.), Public Administration
Boston University - School of Management 2004 — 2006
Bachelor of Science, Business Administration and Management, General
Wells Fargo May 2013 - Present
KeyBank 2006 - 2008
US Navy 2003 - 2005
Citi 2001 - 2003
Bank of America 1998 - 2000
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loan Origination
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Biology, General
Boston University School of Medicine August 2012 - Present
EcoMed Project July 2011 - Present
Citi October 2007 - August 2012
St. Luke's Hospital January 2010 - January 2011
New York Presbyterian Hospital September 2009 - December 2010
Education
Boston University School of Medicine 2012 — 2016
Doctor of Medicine (M.D.), Medicine
Columbia University in the City of New York 2009 — 2011
PostBacc PreMed, Premedical Science
Southern Methodist University 2002 — 2006
Directing, Theatre/Theater
EY September 2014 - Present
Citi July 2013 - August 2013
UBS Securities Co., Ltd May 2012 - July 2012
Education
Boston University Questrom School of Business 2010 — 2014
MT Law Firm December 2014 - January 2015
Compliance Division, Deparment of Neighborhood Development, City of Boston August 2014 - December 2014
Smart Capital International Company August 2014 - December 2014
The Boston Home Center, City of Boston February 2014 - May 2014
Citi July 2010 - August 2010
Office of Legal Aid, Shenzhen Municipal Justice Bureau January 2009 - January 2010
Skills
Legal Research, Legal Writing, Microsoft Office, Research, Microsoft Word, Securities Regulation
Education
Boston University School of Law 2013 — 2014
Master's Degree, Banking and Financial Law, 3.30
Boston University - Metropolitan College 2011 — 2013
Master's Degree, Administrative Studies; Financial Economics, 3.35
Shenzhen University School of Law 2007 — 2011
Bachelor's Degree, Law; Dual Bachelor Degree in Finance, 3.50
China Travel Financial & Investment Holdings July 2015 - Present
GF Securities January 2015 - March 2015
Morgan Stanley January 2013 - March 2013
Morgan Stanley July 2010 - January 2013
Citi September 2009 - December 2009
HSBC Commercial Banking July 2009 - October 2009
Skills
Financial Analysis, Investment Banking, Analysis
Education
Boston University - School of Management 2013 — 2014
Master of Business Administration (MBA), Strategy and Business Analysis
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance and Risk Management
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Ecole Supérieure de Commerce de Saint-Etienne 2009 — 2009
International Exchange Student, International Finance
Judith G. Wharton Music Center 2008 - Present
Chase Manhattan Bank 1994 - 2000
Citi 1989 - 1991
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Event Management, Public Relations, Marketing Communications, Grant Writing, Social Media, Philanthropy, Community Outreach, Media Relations, Marketing, Newsletters, Press Releases
Education
Boston University - School of Management
Master of Business Administration (MBA)
Hobart and William Smith Colleges
Bachelor of Arts (BA), Economics and Mathematics
American Express April 2013 - Present
Reservoir Capital Group August 2012 - April 2013
ConvergEx Group February 2011 - July 2012
Citi August 2010 - February 2011
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Investments, Valuation, Equities, Corporate Finance, Portfolio Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Boston University Questrom School of Business 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
Citi March 2015 - Present
Altenex June 2014 - August 2014
Bank of China July 2012 - August 2012
Changjiang Securities Company June 2012 - July 2012
Skills
Matlab, R, Quantitative Finance, Mathematical Modeling, C++, advanced modeling..., team leading and..., Monte Carlo Simulation, Options, Numerical Analysis, Python, Mathematical Modelling, Mandarin, Optimization, Portfolio Management, SQL, Big Data, Time Series Analysis, Linux Shell Script, Financial Modeling, VBA
Education
Boston University - School of Management 2013 — 2015
Master's degree, Mathematical Finance
University of Liverpool 2009 — 2013
Bsc Financial Mathematics, Financial Mathematics, First Class Honours
Citi February 2015 - Present
Loomis, Sayles & Company June 2014 - August 2014
China Broadcasting Limited April 2013 - August 2013
Harvest Fund Management November 2012 - January 2013
Bank of China September 2012 - November 2012
Skills
Data Analysis, Financial Analysis, Financial Markets, Financial Modeling, Data Modeling, Piano Playing, Guqin playing, Drawing, Time Series Analysis, Stochastic Calculus, Quantitative Finance, Quantitative Analytics, Statistics, Matlab, Finance, Cooking, Analysis, R, Microsoft Excel, Portfolio Management, Bloomberg, VBA
Education
Boston University - School of Management 2013 — 2015
in process, Mathematical finance, 3.67
Central University of Finance and Economics 2009 — 2013
Bachelor of Economics, Financial Engineering, 3.80
kunming No.1
Geode Capital Management July 2015 - Present
Citi May 2014 - Present
CITI June 2013 - September 2013
K D INVESTMENT February 2012 - June 2012
Skills
Java, Matlab, Photoshop, Business Analysis, Leadership, XML, C/C++ STL, Project Management, Linux, Requirements Analysis, JavaScript, MS Excel, IT Financial Management, Infrastructure..., IT Strategy, Service Delivery, HTML, ASP, PHP, Windows, Oracle 10g, Flash, IT Service Management
Education
Investment Banking Institute 2015 — 2015
Training, Financial Modeling and Valuation Training - 4 week
Boston University - School of Management 2012 — 2014
Masters of Science, Mathematical Finance
MUMBAI UNIVERSITY RAJIV GANDHI INSTITTUTE OF TECHNOLOGY 2007 — 2011
Bachelor Of Engineering, Computer Science
Rockland Capital August 2015 - Present
Citi June 2013 - June 2015
Boston University School of Management February 2013 - June 2013
Citi June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - April 2012
Boston University School of Management August 2011 - December 2011
Investors Capital June 2011 - August 2011
New Generation Lighting May 2010 - August 2011
Intergenerational Literacy Project September 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Research, Financial Modeling, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Graduated Summa Cum Laude
PwC 2013 - 2015
PizzaSalad, The Organic Choice 2007 - 2013
The Walt Disney Company 2005 - 2007
Alumil 2003 - 2005
PwC 1998 - 2003
Citi 1996 - 1998
Skills
Internal Controls, Financial Reporting, Audit, Accounting, Financial Analysis, Financial Management, IFRS, Auditing, Due Diligence, Corporate Governance, Compliance, Enterprise Risk..., Business Strategy, Financial Accounting, Business Analysis, Risk Assessment, Coaching, Process Improvement, Financial Control, Brand Developement, Business Development, Small Business, Financial Controlling, Continuous Improvement, SOX 404, IT GRC, Multilingual, Business Process..., Sales & Marketing..., Sales & Marketing..., Product Development, Customer Service, Sustainable Business, Restaurant Management, Network Television, Entertainment Industry, Manufacturing, Shipping, Financial Audits, Internal Audit, Brand Development, Managerial Finance, Relationship Management, Client-focused, Staff Development, Mentoring, SAP ERP, Microsoft Office, Consolidation, Corporate Finance
Education
Bowdoin College 1992 — 1996
B.A.
Bowdoin College 1992 — 1996
B.A.
Bowdoin College 1992 — 1996
Minor
Citi September 2013 - Present
IBM THAILAND January 2010 - June 2011
IBM Solution Delivery January 2008 - June 2011
INFOSOFT CO., LTD January 2008 - June 2011
IBM Solution Delivery January 2009 - December 2009
IBM Solution Delivery June 2008 - December 2008
Skills
Oracle ERP, Portfolio Management, Project Portfolio..., Project Management, IT Strategy, Management, Process Improvement, Oracle E-Business Suite, Business Development, SDLC, Business Analysis, Budgets
Education
Boston University Graduate School of Management 2011 — 2013
Master, MSMBA, 3.7
CHULALONGKORN UNIVERSITY 2004 — 2008
Bachelor, Engineering; Industrial Engineering
HSBC October 2013 - Present
Citi January 2012 - October 2013
Citi January 2008 - December 2011
Citi January 2006 - December 2007
Citi September 2003 - December 2005
Skills
Capital Markets, Derivatives, Trading Systems, Clearing, Options, Hedge Funds, Futures, IRS, CDS, OTC, FX, Managed Futures, Dodd-Frank, Series 7, Series 3, Prime Brokerage, Series 63, Electronic Trading, Alternative Investments, Settlement, FX Options, Asset Management, Portfolio Management, Fixed Income, Currency, Equities
Education
Boston University Questrom School of Business 2000 — 2003
BS, Business Administration
Microsoft June 2015 - Present
Microsoft July 2013 - June 2015
Citi June 2012 - July 2012
Man Asian Literary Prize March 2012 - May 2012
Infosys Ltd June 2011 - August 2011
U.S. Embassy to Germany May 2009 - August 2010
Skills
Stata, Research, Tutoring, SPSS, Spanish, Teaching, Qualitative Research, Statistics, Mathematica, Data Analysis, Microsoft Office, Chinese, Mandarin, Public Speaking, Higher Education, PowerPoint, Fundraising, Social Media, Economics, Community Outreach, Financial Modeling
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics and German with Chinese Minor, Summa Cum Laude and Highest Honors in German
The Chinese University of Hong Kong 2012 — 2012
International Asian Studies Program, Mandarin Chinese, Behavioral Economics, Welfare Economics, and Comparative Literature
Berlin Brandenburg International School Kleinmachnow 2007 — 2009
International Baccalaureate Diploma, Economics, Mathematics, Physics and English Higher Levels
Citi May 2015 - Present
Citi January 2013 - May 2015
Citi October 2010 - December 2012
Restaurant Associates June 2008 - October 2010
Hotel Commonwealth January 2008 - May 2008
The Ritz-Carlton October 2006 - April 2007
Restaurant Associates May 2006 - August 2006
Starwood Hotels & Resorts May 2005 - August 2005
The Ritz-Carlton May 2003 - May 2004
Skills
Business Analysis, Financial Analysis, Project Management, Employee Recognition, Employee Engagement, Internal Communications, Town Hall Meetings, Event Planning, Events Coordination, Hospitality, Logistic Support, Company Newsletters, Web Content Management, Hospitality Management, Training, Customer Service, Restaurants, Hotels, Food & Beverage, Event Management
Education
Boston University 2004 — 2008
Bachelor of Science, Hospitality Administration
Townsend Harris High School 2000 — 2004
Citi June 2015 - Present
Citi June 2014 - August 2014
UBS Wealth Management October 2013 - December 2013
IBM May 2013 - August 2013
Boston University School of Management February 2013 - May 2013
Worry Free Labs July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Python, Data Mining, Accounting, SQLite, Equity Research, Financial Modeling
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science, Business Administration
Stuyvesant High School 2007 — 2011
Boston University
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Federal Reserve Bank of New York July 2013 - Present
Bank of America March 2010 - July 2013
Citi July 2004 - April 2010
Skills
Enterprise Architecture, Data Warehousing, SDLC, Analytics, Business Intelligence, Team Management, Metadata Management, Data Standards, Data Quality, Systems Engineering, Trading Systems, Master Data Management, Information Architecture, Core Java, Distributed..., Hadoop, Vendor Management, Data Stewardship, Team Leadership, Project Management, Big Data, Database Design, Agile Methodologies, ETL, Oracle, Software Project..., Data Governance, Requirements Analysis, Data Integration, Requirements Gathering, IT Strategy
Education
Boston University 2008 — 2010
Master of Science, Banking and Financial Services Management
Boston University 2000 — 2004
Bachelor of Science, Computer Systems Engineering
Citi January 2015 - Present
UBS June 2013 - July 2013
Pietrantoni Mendez & Alvarez LLP June 2012 - July 2012
The New York Times July 2010 - August 2011
New York Mets September 2009 - May 2010
Skills
Social Media Marketing, Marketing, Spanish, Media Relations, Competitive Analysis, Microsoft Excel, Digital Marketing, Market Research, Project Management, Public Speaking, Journalism, English
Education
Boston University School of Law 2011 — 2014
Juris Doctor (J.D.), Law
New York University 2007 — 2011
B.S.
Clinton Global Initiative January 2015 - May 2015
PROgroup GEIE November 2014 - January 2015
University of Luxembourg March 2014 - September 2014
Disheroes September 2012 - March 2013
Citi June 2010 - August 2011
Deutsche Bank November 2009 - June 2010
HSBC Securities July 2007 - August 2009
Skills
Strategy, Business Planning, Management, Finance, Open Innovation, Business Innovation, Entrepreneurship, Sustainable Energy, Presentation Skills, Financial Modeling, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Equities, Portfolio Management, Business Development, Investments, Business Analysis, Sustainable Business, Group Practice...
Education
University of Luxembourg 2013 — 2014
Master in Entrepreneurship and Innovation, Entrepreneurship/Entrepreneurial Studies
Freie Universität Berlin 2014 — 2014
International Summer University on Energy, Renewable Energies V: Photovoltaics, Solar Thermal & Wind
Boston University Questrom School of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
Colegio Nueva Granada 1997 — 2002
Sonic Yoga
University of Luxembourg 2013 — 2014
Certificate, Social Enterprises and Social Innovation
Commonwealth Partners Inc. May 2014 - Present
Acela Partners September 2013 - April 2014
Citi October 2012 - July 2013
Citi October 2009 - October 2012
Citi October 2007 - October 2009
Citi October 2007 - October 2008
Citi October 2005 - October 2007
Cable & Wireless Ja. 1993 - 2000
Cable & Wireless Ja. 1993 - 2000
Cable & Wireless Ja. 1993 - 2000
Skills
Corporate Finance, Managerial Finance, Business Strategy, Business Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Enterprise Risk..., Operational Risk..., Financial Planners, Investment Strategies, Return on Investment..., Business Process..., New Business Development, Strategic Planning, Competitive Analysis, Retail Banking, Credit Cards, Consumer Lending, Business Planning, Financial Analysis, Business Development, Banking, Financial Planning, Strategy, Financial Services
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Boston University 1989 — 1993
Bachelor of Science (BSc), Systems Engineering
Munro College 1982 — 1989
Wellington Management July 2014 - Present
GP Capital Co., Ltd July 2013 - August 2013
BU Direct Finance and Investment September 2012 - May 2013
Citi July 2012 - August 2012
BU Direct Finance and Investment September 2011 - June 2012
Morgan Stanley Huaxin Securities June 2011 - July 2011
Urumqi Elite Property Management Co., Ltd January 2009 - February 2009
Education
Boston University - School of Management 2010 — 2014
Dual Bachelor's Degrees in B.S.B.A and B.A., Economics, Finance, Accounting, Magna Cum Laude
The University of Auckland Business School 2010 — 2010
Coursework toward Bachelor of Commerce, Commerce
Kristin School 2008 — 2009
IB Diploma, Maths(H), Business and Management(H), Economics(H), Chinese A1(H), English A2(S), Chemistry(S)
Citi August 2014 - Present
Citi June 2013 - August 2013
HSBC Singapore May 2011 - July 2012
Singapore Armed Forces November 2009 - May 2011
Singapore Armed Forces March 2009 - March 2010
Singapore Armed Forces January 2008 - May 2009
Skills
Strategic Planning, Change Management, Analysis, Business Development, Management, Financial Modeling, Business Process..., Intelligence Analysis, International Networking, Management Consulting, Team Management, Corporate Finance, Strategy, Valuation, Investment Banking
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, High Honors
National University of Singapore 2002 — 2005
BA, Political Science
Morgan Stanley Wealth Management (Consultant) July 2014 - December 2014
Essential Power LLC February 2012 - 2013
Deutsche Bank August 2009 - February 2011
CITI (SALOMON BROTHERS, SALOMON SMITH BARNEY) 2004 - March 2009
Citi 1990 - 2009
Citigroup (SALOMON BROTHERS, SALOMON SMITH BARNEY) 1998 - 2003
SALOMON BROTHERS, SALOMON SMITH BARNEY 1990 - 1997
Seimens 1988 - 1990
Raytheon 1986 - 1987
Plessey 1980 - 1985
Skills
Equities, IT Management, PMO, Electronic Trading, SDLC, Market Data, Investment Banking, Technical Support, Disaster Recovery, Program Management, Analysis, Data Center, Business Continuity, Vendor Management, Unix, IT Operations, Leadership, Integration, Project Management, ITIL, Fixed Income, Portfolio Management, Infrastructure, Software Development, Management, Trading Systems, IT Service Management, Financial Services, IT Strategy, Information Technology, Risk Management, Trading, Information Security, Enterprise Architecture, Service Delivery
Education
Bournemouth University 1982 — 1984
Computer Science
Guggenheim Partners 2013 - Present
UBS Investment Bank 2009 - 2013
Barclays Capital 2007 - 2009
Citi 1997 - 2007
Shearman & Sterling 1993 - 1997
Skills
Equities, Derivatives, Capital Markets, Equity Derivatives, Structured Finance, Credit Risk, Fixed Income, Investment Banking, Banking, Wealth Management, Equity Capital Markets, Finance, Financial Structuring, Trading, Financial Services, Corporate Law, Strategy, Market Risk
Education
Boston University School of Law 1990 — 1993
J.D.
Tufts University 1985 — 1989
B.S.
Horace Mann School 1970 — 1985
H.S.
Berkshire Hathaway HomeServices-New England Properties July 2013 - Present
Citi August 1984 - April 1992
Skills
Residential Homes, Negotiation, Comparative Market..., Pricing Strategy, Business Strategy, Marketing Strategy, Email Marketing, Online Marketing, Direct Marketing, Relocation, Customer Service, Sales, Real Estate, Selling, Investment Properties, Marketing, Sellers, Single Family Homes, First Time Home Buyers, Condos, Investments, Short Sales
Education
Boston University
Bachelor of Music Education/Piano Performance, Music Pedagogy
Pace University
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Avanti February 2012 - Present
Salon Marc Harris April 2011 - February 2012
Patrice Vinci Salon October 2009 - April 2011
Citi June 2007 - April 2009
Bank of America January 2006 - April 2007
Investors Bank & Trust March 2004 - January 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Access, Social Media, Event Management, Event Planning, Microsoft Word, Social Media Marketing, Social Networking, Spanish, Facebook, Sales, Retail, Fashion, Inventory Management, Advertising, Accounting, Merchandising, Public Relations, Makeup Artistry, Styling, Cosmetics
Education
Empire Education Group 2009 — 2010
Cosmetology, Cosmetology/Cosmetologist, General
Boston University 1999 — 2003
Bachelor of Arts, Psychology, Visual Arts
Santander Bank, N.A. July 2014 - Present
Argopoint LLC June 2013 - August 2013
Citi July 2011 - August 2011
Plus Holding July 2010 - August 2010
Nissan Motor Company July 2009 - August 2009
Skills
Matlab, Microsoft Office, Microsoft Excel, SQL, PowerPoint, Stata, C++, R, Business Analysis, Financial Analysis, Market Research, HTML, OS X, Leadership, Teamwork, Mac OS X, Windows, Linux, Flash Animation
Education
Boston University 2012 — 2014
Master of Arts (M.A.), Economics and Finance
Saint-Joseph University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Institut d'Etudes politiques de Paris / Sciences Po Paris 2011 — 2011
Fall Exchange Program, Economics
The Next Step Realty March 2013 - March 2015
Moore Capital Management May 2014 - August 2014
Boston University School of Management September 2013 - December 2013
Capalino+Company June 2013 - August 2013
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2012 - September 2012
Citi July 2011 - August 2011
Skills
Economics, Market Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Public Speaking, Research, Teamwork, Real Estate Investment..., Statistical Data...
Education
Fordham University 2014 — 2015
Bachelor of Science (BS), Finance, General, 3.44
Boston University 2011 — 2013
Economics, 3.33
St. George's School 2008 — 2011
HIgh school
BlackRock July 2012 - Present
Citi March 2008 - June 2012
Citi May 2007 - March 2008
Citi May 2005 - May 2007
Skills
Derivatives, Equities, Financial Markets, Interest Rate..., Risk Management, Trading, ETFs, Swaps, Asset Management, Financial Risk, Hedge Funds, Asset Allocation, Hedging, Credit
Education
BOSTON UNIVERSITY, College of Arts & Sciences & School of Management 2000 — 2005
Bachelor of Arts, Economics; Business Administration (Minor), Summa Cum Laude
Boston University 2000 — 2005
Master of Arts (M.A.), Economics
Siemens Healthcare June 2015 - August 2015
Citi September 2009 - May 2013
Standard Chartered Bank May 2006 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategy, Bloomberg, Valuation, Econometrics, Portfolio Management, Data Analysis, Investment Banking, Capital Markets, Equities, Economics, Financial Markets, Quantitative Analytics, Equity Research, Analytics
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Finance and Strategy
St. Stephen's College
Bachelor of Arts (Honors Program), Economics
Vasant Valley School
High School, Business Management and Economics
UMOJA, Boston University's Black Student Union May 2013 - Present
Boston University January 2013 - Present
Citi June 2015 - August 2015
Boston University May 2014 - May 2015
Intergenerational Literacy Program May 2014 - August 2014
UMOJA, Boston University's Black Student Union October 2012 - May 2013
Skills
Python, Public Speaking, HTML, Data Analysis, Program Management, Matlab, Research, Teamwork, Customer Service, Photoshop, Social Media, Windows, Microsoft Word, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Teaching, Event Planning, C, Java
Education
Boston University 2012 — 2016
Bachelor’s Degree, Computer Engineering, Senior
Universidad Autónoma de Madrid 2014 — 2014
Engineering, Sophomore Spring Semester
The Blackstone Group June 2011 - Present
NewOak Capital February 2011 - June 2011
Gioia Properties June 2009 - February 2011
JPMorganChase May 2008 - August 2008
Citi June 2007 - August 2007
MBF Clearing Corp June 2006 - August 2006
Skills
Commercial Real Estate, Asset Management, Asset Managment, Financial Modeling
Education
New York University 2009 — 2011
Masters of Science in Real Estate, Real Estate Finance
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Citi September 2014 - Present
Nielsen April 2014 - September 2014
American Express September 2012 - April 2014
Avon January 2008 - September 2012
Barclays Bank Delaware/Juniper Bank 2001 - January 2008
Skills
Executive Level..., Executive..., Client Relations Skills, Highly detail oriented, Technical Support, Business Savvy, Interpersonal Savvy, Internet Savvy, Web Savvy, Human Resources, Resource Management, Leadership, Client Relations, Customer Service, Event Planning, Management, Marketing, Microsoft Excel, Recruiting, SharePoint, Training, Microsoft Office, Social Media, Strategic Planning, Time Management, PowerPoint, Social Networking, Budgets, Outlook, Team Building, Microsoft Word, Research, CRM, Public Relations, Project Management, Employee Benefits, Onboarding, Administration, Negotiation, Communication, Event Management, Business Development, Administrative..., Project Planning, Social Media Marketing, Invoicing, Advertising, Executive Management, Team Leadership, Sales
Education
Western Governors University 2012 — 2015
Bachelor's Degree, Information Technology Project Management
Boston University 2014 — 2014
Advanced Diploma, Paralegal Studies
DeVry University 2004 — 2008
Bachelor of Science (B.S.), International Finance
Agganis Arena at Boston University September 2014 - Present
Citi July 2012 - August 2012
Skills
Social Media, Leadership, Public Speaking, Project Management, Event Planning, Economics, Oil Painting, Communication, Microsoft Access, Customer Service
Education
Boston University 2013 — 2017
Business Administration and Management, General, Bachelor's Degree
Boston University Questrom School of Business 2013 — 2017
business, Bachelor's Degree
Lincoln academy
High School(Graduated with High Honor)
Sherin and Lodgen LLP August 2013 - Present
The MENTOR Network October 2011 - March 2013
Sapient June 2011 - October 2011
Citi June 2008 - May 2011
CT Corporation October 2003 - June 2008
Fox Television July 2001 - October 2003
ProMedia September 2000 - June 2001
Skills
Corporate Law, Corporate Governance, Document Review, Notary Public, Legal Documents, Legal Compliance
Education
Boston University 2009 — 2009
Certification
University of New Hampshire 1996 — 2000
BA
Concord High School 1993 — 1996
Diploma
OppenheimerFunds July 2007 - Present
Citi March 2002 - July 2007
Broadway Trading February 2000 - February 2002
Pershing September 1998 - January 2000
Skills
Mutual Funds, Investments, Equities, Banking, Asset Allocation, Fixed Income, Annuities, Series 7, Wealth Management, Securities, Financial Planning, Asset Management, Portfolio Management, Financial Markets, Credit, Microsoft Office, Insurance, Financial Analysis, Customer Relations, Series 63, Forecasting, Consultative Selling, Risk Management, Sales Management, Excel, Business Planning, Budgeting, Retirement Planning, Investment Strategies, Separately Managed..., Alternative Investments, Fixed Annuities, Financial Advisory
Education
Pace University - Lubin School of Business 2002 — 2006
Masters of Business Administration, Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science Business Administration, Finance
Beachbody February 2014 - Present
Beachbody March 2013 - February 2014
Beachbody May 2012 - March 2013
Duff & Phelps February 2010 - May 2012
Duff & Phelps August 2009 - January 2011
Citi May 2008 - August 2008
Skills
Trading, Valuation, Investment Banking, Capital IQ, Corporate Development, Corporate Finance, Business Valuation, Financial Analysis, Bloomberg, Financial Modeling, Due Diligence, Equities, Strategy, DCF, Mergers & Acquisitions, Finance, Investments, Analysis, Management, Marketing, Microsoft Excel
Education
Boston University - School of Management 2005 — 2009
Bachelor's degree, Business Adminstration with a Concentration in Finance and International Management, Summa Cum Laude
Junior Achievement of Northern New England January 2015 - Present
Women & Co. August 2011 - June 2012
Financial Communications, McGraw-Hill Professional 2008 - 2010
Women & Co. 2006 - 2008
Citigroup, Citi Cards 2002 - 2006
Citi 2000 - 2002
Skills
Marketing Strategy, Marketing Communications, Program Management, Team Leadership, Partner Management, Customer Oriented, Public Speaking, Public Relations, Management, Marketing
Education
Boston University Graduate School of Management 1998 — 2000
MBA
Hamilton College 1985 — 1989
B.A., History
Citi October 2014 - Present
Creative Art Works July 2013 - Present
Citi September 2013 - October 2014
Citi April 2012 - October 2014
Citi November 2009 - September 2013
Citi October 2012 - April 2013
Citigroup - Contact Mgmt July 2007 - November 2009
Citigroup April 2004 - June 2007
Telephia (now Nielsen Mobile) 2000 - 2004
IRI 1997 - 2000
Skills
Analytics, Segmentation, Cross-functional Team..., Product Management, Strategy, Competitive Analysis, Program Management, Leadership, Strategic Planning, Financial Analysis, Management, Customer Experience, Credit Cards, Marketing, Analysis, Executive Management, Team Building, Account Management, Talent Management, Strategic Partnerships, Banking, Vendor Management, CRM, Relationship Management, Business Development, Portfolio Management, Business Strategy, Risk Management, Market Research, Start-ups, Business Analysis, Mergers & Acquisitions, Management Consulting, Business Process..., Business Planning, Financial Modeling, Mobile Devices, Financial Services, PMO, Payments, E-commerce, Customer Acquisition, Project Management, Business Intelligence, Finance, Mobile Payments, Outsourcing, Retail Banking
Education
Boston University - School of Management 1993 — 1997
BSBA, Marketing
Citi June 2015 - Present
College AppAssist Incorporated June 2012 - Present
Boston University Finance & Investment Club May 2013 - May 2015
Boston University Questrom School of Business April 2013 - May 2015
JLL October 2014 - December 2014
Credit Suisse May 2014 - August 2014
Land O'Lakes May 2013 - August 2013
Boston University School of Management April 2012 - May 2013
Skills
Time Management, Team Leadership, Marketing, Finance, Sales, Business Strategy, Financial Analysis, Research
Education
Boston University Questrom School of Business 2011 — 2015
Bachelors of Science in Business Administration (BSBA), Accounting and Finance, 3.89
Monticello High School 2007 — 2011
Boston University School of Law May 2013 - May 2015
MPM Capital October 2014 - December 2014
WilmerHale May 2014 - August 2014
City of Boston May 2013 - August 2013
Citi December 2011 - September 2012
J. Lauritzen A/S May 2010 - December 2010
ShanghaiXpat May 2008 - August 2008
Royal Rods Lighting Company May 2007 - August 2007
Skills
Mandarin, Accounting, Customer Service, Legal Research, Legal Writing, Banking
Education
Boston University School of Law 2012 — 2015
Doctor of Law (J.D.)
Boston University - School of Management 2008 — 2011
Bachelor of Science, Business Administration
AIG July 2014 - Present
Quidsi Inc. (an Amazon.com company) May 2011 - July 2014
various start-ups, companies, and agencies September 2006 - May 2011
Credo Reference September 2010 - April 2011
Effort Group May 2010 - August 2010
Priceline.com June 2009 - August 2009
Citi May 2008 - August 2008
Skills
Email Marketing, Online Marketing, Social Media, Web Analytics, Copywriting, HTML, Blogging, Community Management, SEO, SEM, Google Analytics, Google Adwords, PPC, E-commerce, Dreamweaver, Marketing Strategy, Digital Marketing, Online Advertising, Social Networking, Social Media Marketing
Education
Boston University Questrom School of Business 2007 — 2010
Bachelor of Science in Business Administration, Marketing
Fidelity Investments April 2010 - Present
Citi October 2004 - April 2010
Amaranth January 2003 - October 2004
Skills
Capital Markets, Series 63, Securities Lending, Equities, Hedge Funds, Prime Brokerage, Securities, Fixed Income, Series 7, Equity Derivatives, Middle Office, Derivatives, Trading Systems, Swaps, Bloomberg, Alternative Investments
Education
Boston University - School of Management 1998 — 2002
BSBA, Finance, International Management
Wells Fargo Advisors July 2012 - Present
Citi July 2002 - July 2012
Citi Private Bank 2002 - June 2012
Education
Boston University Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General, High Honours
Manchester University
Bachelor's degree
The Coca-Cola Company July 2013 - Present
The Coca-Cola Company January 2013 - July 2013
Accenture August 2006 - February 2012
Diageo January 2011 - December 2011
Citi July 2010 - December 2010
Pfizer November 2009 - April 2010
Diageo June 2009 - October 2009
Accenture August 2006 - June 2009
Massachusetts Institute of Technology – MIT October 2005 - May 2006
Trade Center Management Associates, LLC July 2003 - July 2004
Skills
Training & Development, Training Delivery, Change Management, Project Management, International Project..., Communications Strategy, Communications Planning, Stakeholder Management, Stakeholder Engagement, Impact Assessment, Organizational Analysis, Organizational Change, Team Management, Remote Team Management, Business Process Design, Business Process..., Business Analysis, Requirements Analysis, Spanish, Management Consulting, Problem Solving, Cross-functional Team..., Requirements Gathering, Program Management, Organizational..., Business Transformation, Retail, Retail Management, Business Strategy, Strategy, Employee Training, Consulting, Business Development, Training, Outsourcing
Education
Boston University - School of Management 2004 — 2006
MBA and Masters in Information Systems, Marketing
Universidad de Puerto Rico 1992 — 1998
BSBA, Marketing and Accounting
Google October 2009 - Present
Citi 2004 - September 2009
Citi 2004 - September 2009
Education
Boston University 2000 — 2004
Citi May 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP June 2004 - May 2014
Italian Securities and Exchange Commission (CONSOB) 2002 - 2004
Skills
Securities Regulation, Capital Markets, Corporate Governance, Structured Products, Debt & Equity Financing, Cross-border..., Legal Research, Corporate Law, Litigation, Commercial Litigation
Education
Rutgers University School of Law - Newark 2007 — 2009
Juris Doctor, Law
Boston University School of Law 2001 — 2002
Master of Laws (LL.M.), Banking and Financial Law
Università Cattolica del Sacro Cuore 1995 — 1999
Doctor of Law (J.D.), Law, Summa cum laude
MetLife June 2014 - Present
MetLife February 2013 - May 2014
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Citi April 2008 - May 2008
NYCB May 2007 - August 2007
Merrill Lynch June 2004 - August 2007
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Concentration in Finance, Minor in International Relations
Boston University - International Programs
► Sydney Internship Program
Citigroup January 2011 - Present
Citi June 2004 - January 2011
Merrill Lynch April 2000 - March 2002
Citi 1981 - April 2000
Skills
Capital Markets, Banking, Portfolio Management, Financial Risk, Risk Management, Financial Services, PMO, Operational Risk, Fixed Income, Financial Analysis, Credit Risk, Investment Banking, Financial Reporting, AML, Equities, Credit, Derivatives, Hedge Funds, FX Options, Operational Risk..., Loans, KYC, Securities, Credit Cards, Wealth Management, Asset Management, Bloomberg, Enterprise Risk..., Financial Markets, Retail Banking, Corporate Finance, Relationship Management, Commercial Banking, Middle Office, Cash Management, Financial Modeling, Structured Products, Treasury Management
Education
Boston University Graduate School of Management 1973 — 1974
MSBA, Management
University of Delaware - Lerner College of Business and Economics 1968 — 1972
BS, Accounting
Citi May 2013 - Present
Banco Santander July 2007 - May 2013
Bank of America January 2007 - July 2007
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Derivatives, Market Risk, Financial Risk, Risk Management, Microsoft Office, Program Management, Strategic Planning, Management
Education
Boston University - School of Management 2002 — 2003
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science (BS), Computer Engineering
Citi June 2011 - Present
Capital One. July 2008 - May 2011
American Home Mortgage/American Brokers Conduit 2005 - 2007
Alt & Associates 1997 - 2005
Education
Boston University School of Law 1991 — 1994
University at Buffalo 1987 — 1991
B.A., English, Psychology
BlackRock September 2012 - Present
Bridgewater Associates June 2012 - August 2012
Morgan Stanley August 2009 - January 2012
Morgan Stanley June 2003 - August 2009
Morgan Stanley December 2001 - June 2003
Morgan Stanley October 1998 - December 2001
CIBC 1997 - 1998
Citi 1996 - 1997
Skills
Credit Derivatives, Derivatives, Portfolio Management, Risk Management, Trading, Financial Risk, Prime Brokerage, Securitization, Credit, Hedge Funds, Collateral Management, Equities, Finance, Financial Services, Fixed Income, Capital Markets
Education
Boston University School of Law 1991 — 1994
JD, Law
SUNY Stony Brook 1987 — 1991
Bachelor of Applied Science (BASc), Economics
Societe Generale Corporate and Investment Banking - SGCIB March 2014 - Present
Citi August 2008 - March 2014
UBS May 2007 - August 2007
Fusionary Trading July 2006 - September 2006
Education
Boston University Questrom School of Business 2004 — 2008
BSBA
Lake Forest High School 2000 — 2004
Priceline.com September 2010 - Present
UBS January 2007 - July 2010
Perot Systems May 2004 - December 2006
Bear Stearns July 2003 - April 2004
Citi March 2002 - June 2003
Citi May 2000 - February 2002
Citi April 1999 - April 2000
Ernst & Young March 1998 - March 1999
Skills
Analysis, Financial Analysis, Finance, Business Analysis, Financial Modeling, Investment Banking, Management, Strategy, Project Planning, Process Improvement, Budgets, Business Planning, Access, Databases, Vendor Management, Risk Management, Managerial Finance, IT Service Management, SDLC, Forecasting, Fixed Income, Microsoft Office, Microsoft Excel, SQL, Portfolio Management, Accounting, IT Strategy, IT Management, Strategic Financial..., Pricing, E-commerce, Oracle, Business Intelligence, Data Analysis, Visual Studio, Hyperion Reports, Hyperion Enterprise, Database Design, Database Applications, Business Objects, Essbase, Microsoft SQL Server, SQL Server Management..., Visual Basic, SSRS, Strategic Planning, Team Leadership, Financial Reporting, SQL Server Reporting..., Training
Education
Boston University Questrom School of Business 1995 — 1997
BSBA, Finance
Goldman Sachs March 2014 - Present
Citigroup 2006 - Present
Citi May 2006 - March 2014
Skills
Due Diligence, Banking, Bonds, Securities, Portfolio Management, Investment Banking, Financial Analysis, Emerging Markets, Financial Modeling, Credit, Fixed Income, Trading, Investment Management, Corporate Finance, Debt Restructuring, Capital Markets, Business Strategy, Investments, Private Placements, Credit Analysis, Financial Structuring, Valuation, Securitization, Mergers & Acquisitions, Asset Management, Financial Markets, Funding, Syndications, Private Equity, High Yield, Alternative Investments, Asset Allocation
Education
Boston University School of Law 1998 — 2001
Prager & Co., LLC May 2013 - Present
Prager & Co., LLC April 2012 - April 2013
Citi January 2011 - December 2011
Citi January 2007 - January 2011
Citi November 2004 - January 2007
First Albany Capital August 2003 - November 2004
Bear Stearns July 2001 - August 2003
Skills
ALM, Enterprise Risk..., Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Bonds, Derivatives, Bloomberg, Financial Analysis, Credit Analysis, Portfolio Management, Higher Education, Municipal Bonds, Financial Structuring, Financial Markets, Finance, Securities, Structured Finance, Hedge Funds, Financial Risk, Equities, Interest Rate...
Education
Boston University - School of Management 1997 — 2001
Bachelor of Science in Business Administration, Finance
Baldwin Senior High School 1993 — 1997
Citi 2012 - Present
Citi 2011 - 2012
Citigroup March 2010 - 2011
Citi 2008 - 2010
Citi 2007 - 2008
GE Capital 2004 - 2007
GE Capital 2002 - 2004
Bayer 1997 - 2001
Wollaston Alloys 1995 - 1997
Skills
Risk Analytics, Financial Risk, Credit Risk, Credit Cards, Portfolio Management, Risk Management, Credit
Education
Boston University - School of Management 1998 — 2001
MBA, Finance, General
Lehigh University 1991 — 1995
BS, Materials Science Engineering
Citi September 2015 - Present
Synchrony Financial August 2014 - July 2015
KPMG US March 2011 - August 2014
AIG Financial Products October 2007 - August 2009
Hypo Vereinsbank Bank April 2005 - October 2007
Calyon Securities and Millennium Partners - January 2004 - April 2005
New York Life Insurance Company 2000 - 2004
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Risk Management, Bloomberg, Investment Banking, Hedge Funds, Securities, Swaps, Settlement, FX Options, Options, Middle Office, Asset Managment, Banking, Internal Controls, Internal Audit, Project Management, Management Consulting, Finance, Investments, Asset Management
Education
Boston University 1995 — 1999
International Relations
Boston University 1995 — 1999
BA, International Relations; International Business and Economics; Latin America
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
McGladrey LLP November 2011 - Present
GFI Group January 2009 - November 2011
Citi March 2007 - December 2008
Avaya June 2006 - February 2007
PricewatherhouseCoopers LLP October 2000 - June 2006
Kassler & Feuer July 1995 - December 1998
Skills
International Tax, Business Development, Tax, Private Equity, Management, Restructuring, Due Diligence, Mergers, Mergers & Acquisitions, Accounting, Tax Law, Corporate Finance, Business Strategy, Income Tax, Corporate Tax
Education
Boston University School of Law 1998 — 1998
LLM, Tax
Boston University School of Law 1992 — 1995
JD
Vassar College 1987 — 1991
BA, Drama
Commonwealth school
Westchester Community College September 2014 - Present
Citi April 1992 - October 2013
Schulte, Roth & Zabel 1988 - 1992
American Stores 1978 - 1985
Skills
Asset Managment, Operations Management, Portfolio Management, Coaching, Capital Markets, Strategic Planning, Risk Management, Relationship Management, Banking, Business Analysis, Mergers & Acquisitions, Asset Management, Due Diligence, Investments, Corporate Finance, Financial Analysis, Financial Services, Analysis, Mergers, Equities, Financial Modeling, Program Management, Finance, Valuation, Investment Banking, Wealth Management, Financial Risk, Strategy, Due diligence
Education
Westchester Community College 2014 — 2014
TESOL Certificate
Northeastern University School of Law 1985 — 1988
JD
Boston University - School of Management 1981 — 1984
Coursework towards MBA
Swarthmore College 1972 — 1976
BA, economics
Citi September 2014 - Present
Bank of America Merrill Lynch April 2013 - September 2014
Citi October 2012 - April 2013
Macquarie Group August 2011 - October 2012
Viacom January 2010 - August 2011
National Vacuum Corporation August 2008 - December 2008
Zouk Capital May 2007 - August 2007
Skills
SNL, Bloomberg, Microsoft Excel
Education
Boston University - School of Management 2004 — 2008
Bachelors in Business Administration, Finance
Barclays Capital August 2010 - Present
Citi August 2007 - August 2010
Schonfeld Securities July 2006 - July 2007
Cambridge Associates January 2006 - July 2006
Skills
Private Equity, Hedge Funds, Due Diligence, Venture Capital, Mutual Funds, Trading, Equities, Derivatives, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Alternative Investments, Asset Management, Structured Products, Portfolio Management, Equity Derivatives, Financial Modeling, Options, Investments
Education
Boston University - School of Management 2002 — 2006
BS, Finance
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
Deloitte & Touche LLP September 2010 - August 2014
Group Puma Investment Corp August 2009 - August 2010
Forum Trading Corp August 2008 - August 2009
Citigroup May 1993 - May 2008
Citi February 2000 - March 2004
Citibank 1993 - 1996
Skills
Banking, Risk Management, Risk Assessment, Operational Risk..., Corporate Governance, Governance, Legal Compliance, Corporate Law, Global Regulatory..., Financial Risk, Financial Services, Compliance, Regulatory Requirements, Financial Regulation, Private Banking, AML, Enterprise Risk..., KYC, Sarbanes-Oxley Act, Ethics, Due Diligence, Mergers & Acquisitions, M&A experience, Policy, Financial Institutions, Finance, Capital Markets, Securities, Alternative Investments, Investments, Private Equity, Asset Management, Fiduciary Services, Derivatives, Fixed Interest, Internal Audit, Auditing, Internal Controls, Wealth Management, Investment Banking, Management, Executive Management, Restructuring, Credit, Loans, Strategy, Emerging Markets, Financial Modeling, Financial Structuring, Corporate Finance
Education
Boston University School of Law 1989 — 1990
LLM International Banking Law, International Banking and Securities Laws
Universidad Catolica Andres Bello 1982 — 1987
Attorney at Law, Venezuela's Law
Citi October 2012 - March 2013
Prudential Financial September 2011 - September 2012
BNY Mellon January 2011 - August 2011
Accenture November 2009 - December 2010
Citi January 2008 - May 2009
Societe Generale America Operations January 2007 - December 2007
AIG July 2006 - December 2006
CheckFree Investment Services January 2006 - June 2006
Fidelity Investments January 2005 - December 2005
E*TRADE Financial January 2004 - December 2004
Skills
Investment Banking, Portfolio Management, Wealth Management, Requirements Gathering, Project Management, BRD, RIA, Access, Visio, Equities, Capital Markets, Derivatives, Financial Services, Banking, Business Analysis, Trading Systems, Financial Markets, Options, Insurance, Previously held Series..., FRD, Use Case, System..., Clearance & Settlement..., ARIS Business Process..., Microsoft SQL Server, Financial Firms Front,...
Education
Golden Gate University 2010 — 2015
MS, Taxation
Boston University 2004 — 2004
CMFS, Certified Mutual Fund Specialist
Manhattan College 1998 — 2000
MBA, Finance and Financial Management Services
Manhattan College 1991 — 1994
B.S., Finance and Economic
Laguardia Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Mathematics
Fragomen, Del Rey, Bernsen & Loewy March 2011 - Present
Gibney, Anthony & Flaherty, LLP March 2009 - March 2011
Citi October 2005 - March 2009
Education
Bowdoin College 1995 — 2000
Citi July 2015 - Present
Citi April 2013 - Present
HSBC Securities July 2011 - April 2013
Wells Fargo July 2008 - July 2011
Skills
Series 7, Investments, Asset Managment, Wealth Management, Loans, Financial Modeling, Credit, Fixed Income, Asset Management, Financial Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Capital Markets, Securities, Investment Banking, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus 2007 — 2009
MBA, Finance, General
Boston University Questrom School of Business 2000 — 2004
BS, Finance & Marketing
Citi September 2009 - Present
Citi April 2005 - January 2009
Citi May 2004 - March 2005
Citi January 2003 - April 2004
Citi November 2000 - December 2002
Skills
Derivatives, Insurance, Capital Markets, Fixed Income, Investment Banking, Financial Risk, Equities, Hedge Funds, Portfolio Management, Trading, Risk Management, Strategy, Valuation, Reinsurance, Variable Annuities, Life Insurance, Hedging, Indexed Annuities
Education
Boston University 1993 — 2000
M.A. / ABD, Financial Econometrics
Moscow Institute of Physics and Technology (State University) (MIPT) 1986 — 1992
B.S. / M.S., Applied Mathematics & Physics
Acadian Asset Management October 2007 - Present
Citi March 2006 - October 2007
Eaton Vance September 2003 - March 2006
Education
Boston University Questrom School of Business 2006 — 2010
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics
SS&C Technologies June 2014 - Present
Citi 2011 - May 2014
GrandBanks Capital 2009 - 2011
State Street 1996 - 2009
JP Morgan Chase 1995 - 1996
Skills
Venture Capital, Alternative Investments, Asset Management, Due Diligence, Financial Services, Hedge Funds, Investments, Mergers, Mergers, Mutual Funds, Private Equity, Securities, Start-ups, Strategy, Valuation
Education
Boston University School of Law 1987 — 1988
LL.M., Tax
University of Richmond - Robins School of Business 1983 — 1985
M.B.A.
University of Richmond School of Law 1981 — 1984
J.D., Law
Syracuse University 1976 — 1980
B.S
Syracuse University - Martin J. Whitman School of Management 1976 — 1980
B.S., Business
BNP Paribas August 2015 - Present
Citi December 2012 - Present
Premier Capital June 2010 - August 2010
Watts Water Technologies May 2010 - August 2010
Watts Water Technologies December 2009 - January 2010
Skills
Microsoft Office, HTML, Spanish, Brazilian Portuguese, International Economics, LATAM, AML, Offshore Banking, Dreamweaver, CSS, Photoshop, QAD, LexisNexis, Java, Latin American Business, Access
Education
Boston University 2008 — 2012
B.A., Economics, International Relations
Goldman Sachs January 2015 - Present
Citi July 2014 - January 2015
Citi June 2012 - January 2015
Citi June 2011 - August 2011
FXCM September 2010 - December 2010
Raymond James Financial Inc. May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Valuation, Corporate Finance, Bloomberg, Access, Data Analysis, Accounting, Social Media, Financial Reporting, Investments, Research, Market Research, Financial Accounting, Teamwork, Economics
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor of Science (BS), Finance and Economics
Boston University 2008 — 2010
Citi June 2013 - Present
Citi July 2010 - May 2013
Citi July 2008 - June 2010
Skills
Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Valuation, Equities, Securities, Finance, Derivatives, Banking, Investment Banking
Education
Boston University Questrom School of Business 2004 — 2008
Bachelors, Finance
Citi January 2012 - Present
Societe Generale March 1998 - September 2011
Education
Boston University Questrom School of Business 1991 — 1995
Finance
David Carrie LLC 2010 - Present
Citi 2006 - 2010
ThruPoint 2005 - 2006
Morgan Stanley 2002 - 2005
Education
Boston University Questrom School of Business
SAC Capital 2010 - 2013
Citi 2008 - 2010
Old Lane LP 2006 - 2008
Lehman Brothers 1997 - 2005
Bankers Trust / Deutsche Bank 1994 - 1997
Salomon Brothers February 1992 - 1994
Travelers Investment Management Company 1985 - 1992
Northeastern University 1983 - 1986
Skills
Electronic Trading, Equity Derivatives, Trading Systems
Education
Boston University
Ph.D and MA, Economics
Indian Insitute of Management, Ahmedabad, India
MBA
Regions Financial Corporation February 2003 - Present
Citi January 1997 - 2002
First Union National Bank 1991 - 1997
Southeast Bank 1984 - 1991
Education
Boston University
Bachelor of Arts (B.A.), Hispanic Studies
State University of New York at Buffalo
Master's degree, International Business
State University of New York at Buffalo
Master of Education (MEd), ESOL
Katzen Marshall October 2013 - Present
ilumi solutions January 2013 - September 2013
Generational Equity, LLC. July 2008 - May 2012
Citi March 2007 - May 2008
Skills
Financial Modeling, Valuation, Mergers, Business Valuation, Finance, Forecasting, DCF, Competitive Analysis, Business Analysis, Investment Banking, Financial Analysis, Private Equity, Entrepreneurship, Due Diligence, Financial Services, Mergers & Acquisitions, Market Research, Portfolio Management
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance
Jacksonville University 2006 — 2008
MBA, Finance
CFA Institute
Passed CFA Level I
Citi April 2015 - Present
Citi January 2013 - April 2015
Citigroup June 2010 - January 2013
Citigroup June 2009 - March 2010
Citi April 2005 - June 2009
Skills
Derivatives, Fixed Income, Structured Finance, Treasury Management, Valuation, Emerging Markets, Credit Derivatives, Structured Products
Education
Boston University 1997 — 2001
B.A., Economics
Briarcliff High School 1993 — 1997
Citi Private Bank - Law Firm Group January 2008 - Present
Citi September 2004 - December 2007
Skills
Banking, Credit
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance and Operations
U.S. Department of the Treasury April 2015 - Present
FDIC August 2009 - May 2014
Citi May 1986 - February 2007
Citibank May 1986 - January 2007
Skills
Valuation, Asset Management, Due Diligence, Risk, Insurance, Executive Management, Financial Institutions, Investments, Financial Analysis, Portfolio Management, Financial Management, Capital, Financial Modeling, Loans, Investment Banking, Credit, Equities, Asset, Credit Analysis, Structured Finance, Capital Markets, Credit Risk, Securities, Banking, Financial Risk, Asset Managment, Risk Management, Analysis, Finance, Financial Services, Mortgage Lending, Commercial Lending, Loan Origination, Commercial Banking
Education
Boston University Graduate School of Management 2012 — 2014
Business Continuity & Risk Management, Risk Management
Adelphi University 1990 — 1993
BS, Management and Finance
Macro Consultants LLC June 2014 - Present
Vista Realty Services May 2009 - May 2014
JPMorgan Chase February 2013 - April 2013
Citi May 2012 - August 2012
Vector Marketing May 2011 - January 2012
Grubb & Ellis June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Excel, Event Planning, Research, Public Relations, Microsoft Excel, Social Media, Facebook, Time Management, Sales, Analysis, Teamwork
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Operations Management
J.P. Morgan April 2014 - Present
Citi July 2012 - Present
Citibank March 2010 - July 2012
American Express January 2001 - March 2010
Education
Boston University Questrom School of Business
MBA, Finance, Operation Research
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance / Economic
Citigroup Global Capital Markets August 2013 - Present
Citi June 2013 - August 2013
Bowdoin College June 2012 - August 2012
WindPole Ventures, LLC June 2011 - August 2011
Carleton-Willard At Home May 2009 - August 2011
Skills
Energy, Energy Policy, Sustainable Energy, Wind, GIS, Debt Capital Markets
Education
Bowdoin College 2011 — 2014
Bachelor of Arts (B.A.), Economics
New York University 2010 — 2011
Bachelor of Arts (B.A.), International Relations
Boston University School of Management September 2013 - Present
Citi June 2015 - August 2015
Travelers June 2014 - August 2014
Travelers May 2013 - August 2013
Skills
Public Speaking, PowerPoint, Microsoft Office
Education
Boston University - School of Management 2012 — 2016
BSBA, Accounting and Finance
Choate Rosemary Hall 2008 — 2012
High School
Citi February 2010 - Present
Citi July 2008 - February 2010
Citi August 2007 - July 2008
Skills
Financial Analysis, Wealth Management, Monte Carlo Simulation, Regression Analysis, Investment Strategies, Series 7, Series 66
Education
Boston University - School of Management 2003 — 2007
B.S.B.A. Concentration in Finance and Law
Amazon September 2013 - Present
Royal Bank of Scotland November 2010 - September 2013
UBS Investment Bank November 2004 - October 2010
Merrill Lynch October 2000 - November 2004
Citi October 1996 - October 2000
JPMorgan Chase October 1994 - October 1996
Skills
International Tax, Tax, Tax Advisory, Tax Law, FATCA
Education
Boston University School of Law
Juris Doctor, Law
New York University School of Law
L.L.M., Taxation
University of Michigan
Bachelor of Arts (B.A.), Political Science and Government
Citi June 2015 - August 2015
Education
Bowdoin College 2012 — 2016
Citi July 2011 - Present
The Bank of New York Mellon 2004 - 2011
Education
Boston University 2000 — 2003
Master of Business Administration (M.B.A.)
TD 2005 - Present
Citi 1995 - 2005
Education
Boston University
Bachelor's degree, Accounting and Finance
Chico's FAS Inc. January 2013 - Present
Norman Love Confections June 2011 - January 2013
Blue Hill at Stone Barns/The Modern/Snax Consulting January 2005 - January 2011
Citi September 1997 - June 2003
Skills
Management
Education
French Culinary Institute
Baking and Pastry Arts/Baker/Pastry Chef
Boston University 1993 — 1997
Bachelor of Arts (B.A.)