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
Citi July 2013 - Present
Performance Food Group 2008 - May 2013
The Laramar Group 2006 - 2008
Echostar Communications Corp 2000 - 2004
Jefferson Wells International October 1999 - October 2000
US Bank March 1997 - October 1999
Bank of America 1986 - 1996
Skills
SAP ERP, Yardi Voyager, Oracle Applications, PeopleSoft, Infinium, Financial Analysis, SAP, Account Reconciliation, Accounting, Accounts Receivable, Budgets, Due Diligence, Finance, Financial Reporting, General Ledger, Variance Analysis
Education
University of South Florida 1980 — 1986
BA, Major: Finance Minor: Accounting
Bryan College 1980 — 1982
BA, Business
PwC Advisory Services August 2014 - Present
Brown University May 2013 - May 2014
PwC June 2013 - August 2013
Brown University August 2011 - May 2013
Citi June 2012 - August 2012
AFRILINK Entrepreneurs International July 2011 - December 2011
Skills
Stata, Economics, Research, Data Analysis, Microsoft Office, International Relations, Entrepreneurship, Leadership, Statistics, Nonprofits, Community Outreach, Qualitative Research
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Armand Hammer United World College of the American West 2008 — 2010
International Baccalaureate Diploma
Geffen Advisors LLC 2013 - Present
BlackRock 2007 - 2011
Amaranth 2003 - 2006
Goldman Sachs 2000 - 2003
Citi 1991 - 2000
Citi 1986 - 1991
Skills
Asset Managment, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Finance, Derivatives, Investments, Risk Management, Investment Management, Securities, Credit Risk, Corporate Finance, Strategy, Cash Management
Education
Columbia Business School 1995 — 1997
Executive MBA
Brown University 1982 — 1986
AB, Business Economics
NRG Renew July 2014 - Present
Spark Clean Energy April 2014 - Present
Capital Good Fund September 2009 - Present
Citi June 2012 - June 2014
Citi June 2012 - August 2012
The Brown Journal of World Affairs September 2009 - May 2012
US Congress June 2009 - August 2009
Rhode Island State Treasurer March 2009 - May 2009
Skills
Corporate Finance, Structured Finance, Principal Investing, Business Development, Solar Energy, Tax Equity, Mergers & Acquisitions, Financial Modeling, Project Management, Alternative Energy, Power Project..., Financial Structuring, Investment Valuation, Transaction Origination, Capital Markets, Financial Analysis, Investment Banking, Clean Energy..., Renewable Energy
Education
Brown University 2008 — 2012
Sc.B, Applied Mathematics-Economics
Berkeley Preparatory School 2004 — 2008
UnitedHealth Group September 2014 - Present
Citi January 2012 - September 2014
Citi January 2010 - January 2012
Citi September 2007 - January 2010
Citi February 2006 - September 2007
Citi August 2004 - February 2006
Skills
PeopleSoft, PeopleTools, Payroll, Human Resources, Oracle, SQR, SQL, Ksh, Unix, TWS, Connect Direct, BAT, Shell Scripting, Windows Scripting, Oracle Applications, Business Analysis, User Acceptance Testing, SDLC
Education
Bryant University 2000 — 2004
BS, Finance
Trilantic Capital Partners August 2015 - Present
Citi January 2013 - June 2015
USO April 2011 - January 2013
Tricon Energy May 2012 - August 2012
James A. Baker III Institute for Public Policy - Rice University January 2012 - May 2012
Skills
Economic Statistics, Sales Presentations, Microsoft Office, Stata, Marketing, Financial Economics
Education
Rice University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Brown University 2009 — 2010
BS, Economics
Self CNA/STNAGrace Living CenterAugust 2012 - July 2013
Sprint Nextel April 2011 - March 2012
Dollar General September 2010 - April 2011
Citi January 2010 - July 2010
Bank of America July 2009 - March 2010
Skills
Retail, Microsoft Office, Cash Register, Cashiering, Call Centers, Collections, Cellular Communications, Technical Support, Sales, Customer Service, Customer Support, Photographic Printing, Pharmacy Technicians, Cosmetics, Musical Background, Musical Instruments, Typing, Microsoft Excel, Microsoft Word, Mobile Devices, Problem Solving, Leadership, Reading, Mathematics, PowerPoint, Painting, Dog Walking, Consumer Electronics, Short Sales, Loan Modifications, Loss Mitigation, Human Rights, Gardening, Customer Experience, Windows Vista, Spreadsheets, Schedules, Customer Retention, Wireless Networking, Billing Systems, Team-oriented, Mortgage Collector, Reading Comprehension, Speed Reading, Creative Writing, Poetry, Highly motivated..., Self-management, Accounting, Accounts Receivable
Education
Bryant and Stratton College-Milwaukee 2003 — 2007
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Redlands Senior High School 2000 — 2001
General/Business/Fashion classes, General Studies
Cygni Financial January 2011 - Present
B&H Business Development & Marketing Group January 2001 - December 2010
Eyes of Texas Partners January 2000 - January 2006
Houston Angel Network January 2000 - January 2003
Citi December 1997 - August 1999
The Coca-Cola Company January 1995 - December 1997
McDonald's Corporation January 1995 - December 1997
The Coca-Cola Company June 1993 - January 1995
The Coca-Cola Company January 1982 - June 1993
Procter & Gamble August 1977 - August 1980
Skills
Consumer Products, Marketing, Board of Directors, Finance, Venture Capital, Private Equity, Commercial Banking, Investment Banking, Retail Banking, Seed Capital, International Business, Corporate Finance, Brand Development, Brand Management, New Business Development, Turnaround Specialist, Asian Business
Education
Bryant University 1980 — 1981
Master of Business Administration (MBA)
Fairfield University 1973 — 1977
Bachelor of Science (BS), Marketing
The Ritz-Carlton, Dallas June 2009 - 2015
The Ritz-Carlton, Dallas August 2007 - 2009
Morgan Stanley Smith Barney January 2006 - August 2007
Citi February 2003 - August 2005
HSBC September 1994 - December 2002
Skills
Outlook, Microsoft Excel, Benefits Administration, Accounts Receivable, Auditing, PeopleSoft, Labor Management, ADP Payroll, Account Reconciliation, Training, Hiring, Pre-opening, Budgets, Payroll, Accounting, Supervisory Skills, Employee Benefits, MICROS, Hospitality
Education
Dallas County Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Bryant and Stratton College
Associate of Arts (A.A.), Accounting
Custora March 2013 - Present
Citi August 2012 - March 2013
SC Johnson May 2011 - August 2011
Cunningham Dance Foundation February 2009 - June 2010
Cunningham Dance Foundation July 2008 - February 2009
Skills
Brand Management, Market Research, Financial Modeling, Marketing Strategy, Analytics, Market Analysis, Marketing Research, Segmentation, Web Analytics, Project Management, Customer Insight, Entrepreneurship, Strategic Partnerships, Management, Start-ups, Management Consulting
Education
Brown University
B.A., Economics, Medieval Studies
University of Pennsylvania - The Wharton School
MBA, Marketing and Statistics
Mapleton Hill Media January 2015 - Present
Citi June 2012 - May 2014
Pfizer June 2010 - August 2010
Pfizer June 2009 - August 2009
Skills
JavaScript, AngularJS, Node.js, MongoDB, Microsoft Excel, Access, Financial Analysis, Leadership, Github, Microsoft Office, Advertising, Sales, Outlook, Time Management, Sales Operations, Risk Management, Finance, Research, Financial Modeling, Management, Analysis, PowerPoint
Education
Fullstack Academy 2014 — 2014
Fullstack Web Development
Bryant University 2007 — 2011
Bachelor's of Science, Business Administration; Finance
The Prudential Insurance Company of America April 2011 - Present
MetLife June 2006 - January 2011
Western & Southern Financial Group 2004 - 2006
Citi 1999 - 2003
Skills
Fixed Annuities, Insurance, Investments, Sales, Retirement Planning, Mutual Funds, Retirement, Life Insurance, Management, Financial Services
Education
Bryant University 1991 — 1995
BS, Finance
Citi July 2013 - November 2014
Citi June 2006 - June 2013
Citi April 2003 - June 2006
Citi July 2001 - April 2003
Salomon Brothers July 1998 - July 2001
Skills
Risk Management, Credit Risk, Asset Management, Private Equity, Credit Analysis, ISDA, Financial Institutions, Fixed Income, Hedge Funds, Portfolio Management, Financial Services, Financial Risk, Finance, Equities, Derivatives, Counterparty Risk, Capital Markets, Banking
Education
Brown University 1994 — 1998
BA in Business Economics
Yp. com September 2014 - April 2015
Lauth Investigations International March 2013 - December 2014
Citi April 2012 - December 2013
Citi December 2011 - April 2012
Wells Fargo Home Mortgage August 2009 - March 2011
Kinecta Federal Credit Union March 2010 - October 2010
Consumer Resource Network August 2008 - August 2009
Seccion Amarilla Inc January 2008 - July 2008
Universal American Financial Corp.-Today’s Health Division June 2007 - December 2007
Houlihan Capital July 2006 - December 2006
Skills
Microsoft Excel, Microsoft Office 2007, Sales Presentations, Recruitment Advertising, Advertising Sales, Public Relations, Mortgage Servicing, Mortgage Lending, Teaching, Banking, Loan Servicing, Finance, Risk Management, Loss Mitigation, Refinance, Training, Credit Analysis, Default, Sales, Foreclosures, Loan Modifications, Customer Service, Cash Management, Financial Analysis, Reverse Mortgages, Asset Management, Capital Markets, Teamwork, Deposits, Human Resources, REO, Accounting, Strategic Financial..., Relationship Management, Loan Origination, Funding, Financial Risk, Small Business Lending, Portfolio Management, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Investments, Credit, Consumer Lending, Microsoft Office
Education
Villanova University 2015 — 2018
Bachelor’s Degree, Leadership Studies
Villanova University 2013 — 2014
Masters Certification-Project Management, Six Sigma Green Belt, Lean Six Sigma, Six Sigma Black Belt, 3.8
DeVry University 2007 — 2010
Bachelor's degree, Finance, General
Bryant and Stratton College-Milwaukee 2002 — 2005
Associates degree, Accounting and Business/Management
Citi December 2014 - Present
Skills
SDLC, Agile Methodologies, Scaled Agile Framework..., Scrum, Six Sigma, UML, Process Improvement, Process Management, PMO, Agile Project Management, Business Analysis, Integration, Requirements Gathering, Process Engineering, Vendor Management, Governance, SharePoint, ITIL, Risk Management, Business Requirements, Project Portfolio..., Business Process..., Requirements Analysis, RUP, CMMI, Software Quality..., Requirements Management, Leadership, Architectures, Change Management, Business Process..., Enterprise Architecture, Management, Systems Analysis, Software Project..., IT Strategy, Visio, PMP, Application Lifecycle..., MS Project, Project Management, Analysis, Resource Management, Project Delivery, SEPG, Waterfall, Organizational Change..., Lean Transformation, Unified Process, Software Cost Estimation
Education
Scaled Agile Academy 2013 — 2013
SPC Certification, Enterprise Agile Software Delivery
Brunel University London 1990 — 1995
BSc(Hons), Business Management and Computer Science
Cartica Capital July 2014 - Present
Warburg Pincus 2010 - July 2012
Citi 2008 - 2010
Wachovia 2006 - 2007
Education
Harvard Business School 2012 — 2014
Brown University 2006 — 2008
Bachelor of Science (BS), Applied Math - Economics
University of North Carolina at Chapel Hill 2004 — 2006
The Carlyle Group July 2015 - Present
Citi June 2011 - June 2015
OpGen June 2010 - August 2010
Children's National Medical Center June 2009 - August 2009
Skills
Economics, Financial Analysis, Stata, Data Analysis, Capital IQ, Microsoft Excel, Leveraged Finance, Bloomberg Terminal, Microsoft Office, Structured Products, M&A experience, Series 63
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Landon School 1998 — 2008
Summer Road, LLC. September 2014 - Present
TRELORA July 2014 - Present
CrossFit Solace July 2014 - Present
MAS Partners, LLC February 2013 - August 2014
Moore Capital Management June 2010 - December 2012
Citi May 2009 - June 2010
Perry Capital January 2006 - October 2008
Perry Capital July 2001 - January 2006
Skills
Arbitrage, Special Situations, Portfolio Management, Event Driven, Fixed Income, Equities, Investments, Derivatives, Trading Systems, Asset Management, Alternative Investments, Hedge Funds, Equity Trading, Securities, Equity Research, Capital Markets, Bloomberg, Options, Trading
Education
Brown University 1997 — 2001
Bachelor's degree, Business Economics and Organizational Behavior Management, Magna Cum Laude
Ponderosa High School 1993 — 1997
Citi November 2014 - Present
Kzvinylcreations 2014 - Present
Wilson's leather November 2014 - January 2015
Opportunities Unlimited of Niagara August 2012 - October 2014
Rivershore Inc November 2009 - March 2012
Education
Niagara falls high school 2002 — 2006
High school diploma, General Studies
Bryant & Stratton College
Accounting
Nalari Health April 2012 - Present
Morgan Stanley 1985 - 2006
Goldman Sachs 1980 - 1985
Citi 1976 - 1980
Skills
Strategy, Venture Capital, Investment Banking, Finance, Capital Markets, Strategic Planning, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 1974 — 1976
Master of Business Administration (MBA), Finance, Marketing
Brown University 1969 — 1973
Bachelor of Arts (B.A.), Economics
Citi February 2014 - Present
Citi December 2012 - Present
Citi July 2008 - December 2012
Citi June 2006 - June 2008
Citi March 2002 - May 2006
Citi December 1996 - February 2002
Citi November 1986 - November 1996
Skills
AML, Operational Risk, Financial Risk, Cash Management, Banking, Internal Audit, Operational Risk..., Risk Management, Internal Controls, Enterprise Risk..., Auditing, Financial Analysis, Payments, Credit, Credit Risk, Governance, Corporate Finance, Retail Banking, Basel II, Finance, Asset Management, Capital Markets, Corporate Governance, Credit Analysis, Due Diligence, Commercial Banking, Derivatives, Risk Assessment, Treasury, Insurance, Financial Audits, Financial Institutions, Business Process..., Trading, Fraud, Sarbanes-Oxley Act, Financial Modeling, Managerial Finance, Strategic Financial..., Securities, KYC, Investment Banking, IT Audit, Portfolio Management, OFAC, Treasury Management, Financial Services, Bank Secrecy Act, Anti Money Laundering
Education
Everest University-Tampa 1991 — 1993
Bachelor of Science (BS), Management/Marketing
Bryant and Stratton College
Associate's degree, Business Administration and Management, General
First Data Corporation July 2014 - Present
Blackhawk Network January 2013 - June 2014
Affinion Group November 2011 - December 2013
American Express 1991 - 2007
Citi 1985 - 1991
Skills
Strategic Partnerships, Management, Marketing Strategy, Project Management, Account Management, Analytics, Strategy, Product Development, Sales Management, CRM, Negotiation, B2B, Leadership, Marketing, Start-ups, Cross-functional Team..., New Business Development, Business Strategy, Financial Services, Product Management, Strategic Planning, Customer Acquisition, Business Development, Credit Cards, E-commerce, SaaS, Competitive Analysis, Salesforce.com, Entrepreneurship, Direct Marketing, Lead Generation, P&L Management, Product Marketing, Team Building
Education
Bryant University 1979 — 1983
Gray's Point Investments LLC 2001 - Present
Cherrystone Angel Group 2011 - Present
Avaxia Biologics, Incorporated 2011 - Present
Respiratory Motion, Inc. 2012 - Present
Smart Cells/SC Repco 2006 - Present
Windgap Medical, Inc. 2014 - Present
Citi 1993 - 2001
Citi 1992 - 1993
Citi 1989 - 1992
Citi 1982 - 1989
Skills
Investments, Early Stage..., Commercial Real Estate, Private Equity, Venture Capital, Investment Management, Equity Funding, Fundraising, Start-ups, Asset Managment, Mergers & Acquisitions, Corporate Finance, Due Diligence, Asset Management, Corporate Development
Education
Fletcher School of Law and Diplomacy 1975 — 1976
Master of Arts (M.A.), International Affairs
Brown University 1971 — 1975
Bachelor of Arts (B.A.), International Relations
Morgan Stanley July 2013 - Present
Morgan Stanley June 2012 - July 2013
Morgan Stanley July 2009 - June 2012
Citi July 2006 - June 2009
Skills
Financial Analysis, Financial Reporting, Forecasting, PowerPoint, Budgeting, Excel, Financial Modeling, Business Strategy, Relationship Management, Alternative Investments, Banking, Budgets, Equities, Hedge Funds, Microsoft Excel, Real Estate, Mutual Funds, Risk Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Real Estate and Marketing
Brown University 2002 — 2006
B.A., Business Economics
Hill Country Holdings LLC, d.b.a. Ashley Furniture HomeStore January 2015 - Present
Cecil and Company September 2008 - Present
Practical Tactical Training 2008 - Present
Lowe's Home Improvement LLC December 2013 - November 2014
Draperies by Design, Inc. April 2000 - April 2010
Mortgage Lenders Network September 1998 - January 2001
Associates Corportation of North America March 1998 - September 1998
Citi May 1992 - March 1998
Skills
Team Building, Coaching, Training, Sales, Management, New Business Development, Retail, Sourcing, Business Development, Human Resources, Business Planning, Negotiation, Project Planning, Marketing, Entrepreneurship, Customer Service, Leadership, Event Planning, Team Leadership, Sales Management, Account Management, Sales Operations, Marketing Strategy, Event Management, B2B, Change Management, Public Speaking, Small Business, Strategic Planning, Leadership Development, Start-ups, Management Consulting, Business Strategy, Social Networking, Contract Negotiation, Public Relations, Online Marketing, Social Media Marketing, Selling, Budgets, Marketing Communications, Fundraising, Executive Management, Project Management, Program Management, Strategy, Advertising, Operations Management, Social Media
Education
Life Experience
MBA, Business
Bryant and Stratton College
AAS, Business, Sales
Royalton Hartland
High School Diploma, Science
Barclays July 2012 - Present
Astarc Group September 2008 - January 2010
Citi June 2007 - August 2008
Citi June 2005 - May 2007
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Strategy, Corporate Finance, Capital Markets, Private Equity, Fixed Income, Trading, Global Macro
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business Economics
Prudentia Advisors January 2014 - Present
Millennium Partners October 2007 - October 2010
Clinton Group, Inc. May 2006 - October 2007
CIBC World Markets June 1998 - June 2002
Citi June 1992 - June 1998
Morgan Stanley June 1987 - June 1992
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Valuation, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Negotiation, Private Equity, Public Speaking, Investment Banking, Equities, Capital Markets, Asset Management, Business Strategy, Investments, Team Building, Portfolio Management, Start-ups, Due Diligence, Hedge Funds, PowerPoint, Business Planning, Business Development
Education
Wharton School, University of Pennsylvania 1985 — 1987
MBA, Finance
New York University, Stern School of Business 1984 — 1985
MS, Accounting
Brown University 1979 — 1983
BA, Economics
Byram Hills HS
GIC October 2013 - Present
OppenheimerFunds March 2008 - October 2013
JPMorgan Asset Management July 2002 - February 2008
Citi June 2000 - June 2002
Skills
Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Investment Banking, Investments, Securities, Mutual Funds
Education
Brown University 1996 — 2000
Bachelor of Science (B.Sc.), Neuroscience
Citi December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers March 2003 - September 2008
BlackRock September 2000 - March 2003
Hyperion Capital Management 1992 - 1994
First Boston Corporation 1991 - 1991
Bankers Trust 1989 - 1991
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Investment Banking, Market Data, Portfolio Management, Hedge Funds, Trading, Credit Derivatives, Risk Management, Asset Management, Equity Derivatives, Enterprise Architecture, Analytics, Options, Interest Rate..., FX Options, Market Risk, Low Latency, Prime Brokerage
Education
University of Massachusetts, Amherst 1994 — 1999
Ph.D., Computer Science
Brown University 1991 — 1992
MS, Computer Science
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Citi June 2015 - Present
Citi June 2014 - August 2014
Lifespan June 2013 - August 2013
Brown University February 2012 - August 2012
Comella's Restaurants September 2010 - August 2011
Skills
Valuation, Healthcare, Investment Banking, Investments, Medical Technology
Education
Brown University 2011 — 2015
Bachelor of Science (BSc), Biomedical Engineering
Wellesley Senior High School 2007 — 2011
High School Diploma
Citi July 2012 - Present
Citi June 2011 - August 2011
Santander Securities May 2009 - July 2010
Santander Securities July 2006 - May 2009
SJS Advisors June 2005 - August 2005
Skills
Spanish, Valuation, Emerging Markets, Capital Markets, Investment Banking, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
Brown University 2002 — 2006
AB, Economics
Kinetic Concepts August 2007 - Present
Citi September 1995 - May 2006
Mercury Finance April 1992 - August 1995
Skills
Leadership, Training, Cost Reduction Solutions, Project Management, Change Management, Business Development, ICD-9, Medical Terminology, Medical Devices, Medical Compliance, Medical Coding, Process Improvement, Sales Operations, Business Planning, Finance, Strategic Planning, Business Process, Cross-functional Team..., Cash Management, Salesforce.com, Team Building
Education
Brunswick Community College 2006 — 2007
Anatomy
Methodist College 1989 — 1992
Computer Engineering
Orchard Platform 2013 - Present
Citi June 2013 - September 2013
Citi May 2011 - June 2013
Oyster.com March 2010 - May 2011
American Express August 2006 - March 2010
Computer Sciences Corporation September 2005 - August 2006
Bridge Multimedia 2004 - 2005
Skills
Analytics, New Business Development, Digital Marketing, Python, SQL, JavaScript, People Management, HTML, PHP, CSS, Java, jQuery, Public Speaking, Web Analytics, Google Analytics, Cross-functional Team..., XML, Persuasive Communication, Small Business, Information Architecture, Risk Management, API, Google Adwords, SEM, Subversion, Git, R, Machine Learning, Management, Start-ups, Strategic Planning, Program Management, Entrepreneurship, Strategy
Education
Brown University 2001 — 2005
A.B., Economics
Center for Financial Stability April 2015 - Present
Tekonomi LLC March 2010 - March 2012
Citigroup April 2009 - February 2010
Citigroup March 2006 - March 2009
Citigroup - International Cards January 2003 - March 2006
Citigroup - LATAM Group Credit Office October 1999 - January 2003
Citigroup - Global Credit August 1997 - October 1999
Citi August 1996 - August 1997
Citi January 1992 - August 1996
Citi June 1990 - January 1992
Skills
Risk Management Systems, Risk Analytics, Credit Cards, Portfolio Management, Risk Management, Credit Risk, Credit, Banking, Retail Banking, Strategy, Financial Services, Project Management, Loans, Payments, Project Portfolio..., Business Strategy, Management, Business Process, Analytics, Financial Risk, Relationship Management, Financial Analysis, Commercial Banking, Credit Analysis, Strategic Planning, Cards, Leadership, Mortgage Lending, Investments, Basel II, Corporate Finance, Business Analysis, Operational Risk..., Mergers & Acquisitions, Integration, Financial Modeling, Due Diligence, Executive Management, Finance, Business Planning, Analysis, Credit Scoring
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Brown University 1975 — 1979
BA, Mathematics
Greenwoods Asset Management August 2014 - May 2015
Deloitte China May 2014 - August 2014
E Fund Management Co.,LTD. June 2013 - July 2013
Citi July 2012 - August 2012
Sichuan Haidilao Catering Co., LTD. June 2012 - July 2012
Skills
C++, Microsoft Office, Chinese, PowerPoint, Microsoft Word, Strategic Planning, Data Analysis, English, Research, Leadership, Microsoft Excel, Statistics, Financial Analysis
Education
Brown University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics - Economics
South Kent School 2008 — 2011
High School
Chewonki Semester School 2010 — 2010
Exchange Program, Environmental Studies
Citi 2013 - 2013
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Brown University 2009 — 2012
Bachelor of Science & Bachelor of Arts, Electrical Engineering / Applied Mathematics and Economics
Washington University in St. Louis 2008 — 2009
Raffles Junior College 2006 — 2007
Equity International July 2014 - Present
Equity International January 2013 - December 2013
HSBC Securities November 2010 - June 2012
HSBC Securities August 2008 - November 2010
HSBC Securities May 2007 - August 2007
Analistas Financieros Internacionales January 2007 - May 2007
Citi May 2006 - August 2006
Skills
Financial Modeling, Valuation, Latin America, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
Bachelor of Arts, Mathematical Economics, Hispanic Studies
Stuyvesant High School 2000 — 2004
Citi 2012 - Present
Alumni Communications and Planning at Brown University January 2010 - May 2011
Massachusetts Life Sciences Center June 2010 - September 2010
Office of the Governor of Massachusetts May 2009 - August 2009
Massachusetts House of Representatives: Representative Alice Peisch May 2009 - August 2009
Skills
Analytics, Data Analysis, Writing, Strategic Planning, Public Speaking, Risk Management, Business Strategy, Credit Risk, Mathematical Analysis, Statistics, Foreign Languages, Mathematics, Microsoft Office, Research, Stata, Policy Analysis, SPSS, PowerPoint, Excel, Editing, Economics, Qualitative Research, Mandarin, Analysis, Financial Modeling, Matlab, Financial Analysis, Word, Public Policy, Econometrics, Quantitative Finance, Python, SAS programming
Education
Brown University 2008 — 2011
BA, Classics, History, Public Policy (Government and Business)
Deutsche Bank November 2009 - Present
Citi January 2004 - December 2008
Citi February 1998 - January 2004
Citi January 1997 - January 1998
Citi June 1995 - January 1997
Citi December 1989 - June 1995
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Real Estate Finance
Brown University 1978 — 1982
Ba, Economics
Altman Vilandrie & Company July 2011 - Present
State Street Corporation November 2010 - July 2011
Citi January 2007 - October 2010
Tabor Academy September 2005 - June 2007
Gotuit Media 2004 - 2005
Skills
Recruiting, Talent Acquisition, Interviews, College Recruiting, Applicant Tracking..., Technical Recruiting, Executive Search, Graduate Recruitment, Organizational Design, Employer Branding, Consulting, Sourcing, Management, Financial Modeling, Management Consulting, Strategy
Education
Brown University 2001 — 2005
B.A, Psychology
Citi August 2015 - Present
Fidelity Information Services April 2010 - August 2015
Fidelity Information Systems June 2008 - July 2011
Keane, Inc April 2008 - June 2008
CareFirst April 2008 - June 2008
Fidelity National Information Systems May 2007 - March 2008
Fidelity Information Systems May 2007 - March 2008
Keane 2007 - 2008
Gentiva Home Healthcare February 2007 - April 2007
Gentiva Health Services 2007 - 2007
Skills
PMO, Project Management, MS Project, Visio, SharePoint, Process Improvement, PMP, PMBOK, PMI, SDLC, Business Analysis, Application Lifecycle..., Analysis, Project Portfolio..., ITIL, Requirements Gathering, Project Delivery, Software Documentation, Business Process...
Education
Bryant College 2001 — 2001
Certificate, Project Management
Katharine Gibbs of Providence 1981 — 1982
BA, Businss Administration
Fleet Training Center
Erie Community College January 2014 - Present
The VMC Group July 2013 - August 2013
lia sophia November 2008 - April 2013
Waddell and Reed March 2012 - March 2013
Citi September 2010 - October 2010
Independent Health 2009 - 2009
Independent Health 2008 - 2009
Skills
Outlook, Customer Service, Word, Microsoft Office, Jewelry, Excel, Teamwork, Public Speaking, Data Entry, Customer Relations, Leadership, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Retail, Marketing, Facebook, Project Management, Time Management, Access, Coaching, Team Building, Sales, Strategic Planning, Recruiting, Data Analysis
Education
State University of New York College at Buffalo 1995 — 1998
BS, Business Studies
Bryant and Stratton College 1992 — 1994
AOS, Microcomputer Systems Management
Canisius College 1991 — 1992
Marketing & Communications
Utica College 1989 — 1991
Accounting (CPA)
Citi Compliance OfficerPopular SecuritiesMay 2010 - September 2014
Banco Popular de Puerto Rico April 2005 - April 2010
Procter & Gamble May 2003 - March 2005
Skills
Risk Management, Compliance, Brokerage, Securities, NASD, FINRA, SOX Compliancy, Wealth Management, Private Banking, AML, KYC, Series 24, Bank Secrecy Act, Corporate Governance, Anti Money Laundering
Education
Bryant University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Academia San Jose 1989 — 1993
Wells Fargo August 2014 - Present
Wells Fargo May 2005 - August 2014
Bank of America April 2002 - April 2003
NextCard, Inc. September 2000 - January 2002
Citi August 1995 - February 1998
Worth Magazine February 1993 - August 1995
Ruder Finn September 1992 - January 1993
Skills
Financial Services, Loans, Credit Cards, Relationship Management, Credit, Portfolio Management, Strategy, Banking, Marketing Strategy, Analytics, Segmentation, Integrated Marketing
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), Economics and International Relations
Instituto de Estudios Europeos, Madrid Spain 1991 — 1991
International Economics and Relations
South Pasadena High School, CA 1984 — 1988
High School
Stanford Graduate School of Business September 2014 - Present
Citi September 2012 - June 2014
Brown University October 2011 - June 2013
Brown University January 2011 - June 2012
Brown University February 2008 - May 2012
Citi May 2011 - August 2011
CICC December 2010 - January 2011
Skills
Matlab, Perl, R, MySQL, C++, Excel, Java, Research, Machine Learning, Algorithms, C, Corporate Finance, Economics, Microsoft Excel, SQL, Statistics, Stata, Valuation, Time Series Analysis, Quantitative Analytics
Education
Brown University 2008 — 2012
Bachelor's Degree, B.S. Applied Math & B.A. Economics, 3.9/4.0
YAN'AN HIGHSCHOOL 2005 — 2008
General Studies
Stanford University Graduate School of Business
Stanford University Graduate School of Business
North Shore LIJ Health System 2005 - 2015
Zhanjiang Normal University 2003 - 2004
Northern Trust Company 1997 - 2002
Waste Management 1995 - 1997
Accenture 1992 - 1995
Citi 1982 - 1991
Skills
Employee Benefits, Talent Management, Organizational..., Onboarding, Employee Engagement, Performance Management, Benefits Administration, Taleo, Leadership Development, Healthcare, Employee Relations, PeopleSoft, Human Resources, Training, Coaching, HRIS
Education
Brown University
B.A., History & Chinese Language
Indiana University Bloomington
M.S.Ed., Instructional Systems Technology
Spacematez February 2014 - January 2015
Citi August 2012 - January 2014
Fidelity Investments March 2008 - March 2010
Peace Corps February 2005 - May 2007
Ashoka September 2004 - December 2004
Skills
Leadership, Series 7, Mutual Funds, Equities, Financial Analysis, Community Development, Fixed Income, Capital Markets, Equity Research, Due Diligence, Bloomberg, Competitive Analysis, Derivatives, Hedge Funds, Analysis, Public Speaking, Private Equity, Fundraising, Marketing Strategy, Management, Financial Modeling, Business Strategy, Strategy, Data Analysis, Valuation, Project Management
Education
Brown University
B.A., Public Policy
Duke University - The Fuqua School of Business
MBA, Finance
Wells Fargo May 2015 - Present
SunTrust November 2014 - May 2015
Wells Fargo Advisors August 2012 - March 2013
Dept Of Taxation August 2011 - August 2012
Tmobile Corporate June 2010 - July 2011
Citi December 2005 - December 2006
Skills
Financial Analysis, Banking, Microsoft Office, Customer Service, Team Building, Microsoft Excel, Credit, PowerPoint, Finance, Sales, Financial Risk, Retail Banking, Financial Services, Relationship Management, Strategic Financial..., Microsoft Word, Auditing, Call Centers, Training
Education
Bryant & Stratton College - Richmond 2014 — 2016
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
International Academy of Design 2003 — 2005
Bachelor of Arts (BA), Computer Animation
GE Capital July 2015 - Present
General Electric Capital Services January 2009 - July 2015
GE Capital January 2007 - December 2009
GE Capital January 2006 - December 2007
GE Capital December 2002 - December 2006
Citi January 2000 - December 2002
Mercedes-Benz USA January 1990 - January 2000
Skills
Loss Mitigation, Financial Risk, Portfolio Management, Credit, Cost Engineering, Commercial Banking, Investments, Financial Analysis, Project Finance, Credit Risk, Finance, Strategic Financial..., Cash Management, Asset Managment, Asset Based Lending, Analysis, Due Diligence, Financial Services, Loan Origination, Banking, Risk Management, Cross Selling, Relationship Management, Underwriting, Commercial Lending, Mortgage Lending, Capital Markets, Forecasting, Loans, Restructuring, Operational Risk..., Mergers & Acquisitions, Credit Cards, Credit Analysis, Operational Risk, Treasury Management, Structured Finance, Financial Modeling, Valuation, Corporate Finance, Financial Planning, Process Improvement, Management, Leadership, Accounting, Strategy, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Auditing
Education
Sacred Heart University 1990 — 1994
MBA, Finance
Bryant University 1985 — 1989
BS, Business Management
Ridgefield High School
College Preparation
Citi June 2015 - Present
Brown International Scholarship Committee January 2012 - Present
Citi June 2014 - August 2014
MasterCard June 2013 - August 2013
Romulo Law Offices August 2012 - September 2012
WaterWalla January 2012 - August 2012
Store Specialists Inc June 2012 - July 2012
Operation Smile January 2011 - March 2011
Sa Aklat Sisikat Foundation June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Teamwork, Styling, Merchandising, Public Speaking, Business Strategy, Facebook, Research, Economics, Nonprofits, Data Analysis, Event Planning, French, Entrepreneurship, Market Research, Microsoft Office
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics and History
International School Manila 2006 — 2011
International Baccalaureate Diploma
eCaring 2011 - Present
Weilenmann School of Discovery 2011 - Present
NYC Seed 2009 - Present
Finect January 2012 - June 2013
Grotdock Consulting December 2010 - December 2011
Motionbox (Sold to Hewlett-Packard) October 2008 - December 2010
SAS Investors January 2001 - October 2008
Citi 1997 - 2000
Prodigy Communications 1995 - 1997
NBC December 1994 - December 1995
Skills
Venture Capital, Strategy, Business Development, Business Strategy, Start-ups, Digital Media, Mergers & Acquisitions, Leadership, Entrepreneurship, Strategic Partnerships, Business Planning, Go-to-market Strategy, P&L Management, Product Management, Management, New Media, New Business Development, Early Stage Companies, Operations Management, Mergers, Product Development, Strategic Planning, Digital Marketing, Marketing, E-commerce, Negotiation, Mobile Applications, Materials, Entrepreneur, Richard Feynman Trivia, New Media Strategy, Strategic Thinking, Lean Exits ;-), Comedy de Start Up ;-), Corporate Development, Marketing Strategy, Online Advertising, Advertising, Executive Management, Analytics, Digital Strategy, Investments, Sales, Private Equity, Social Media, Integrated Marketing, Social Media Marketing, Online Marketing, Competitive Analysis, Management Consulting
Education
Harvard Business School 1989 — 1991
MBA
Brown University 1978 — 1982
A.B., Comparative Literature, Applied Math/Physics
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - June 2015
Goldman Sachs July 2011 - June 2014
Citi June 2010 - August 2010
BMO Capital Markets June 2009 - August 2009
Madewell May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Capital Markets, Bloomberg, Data Analysis, Strategy
Education
Brown University 2007 — 2011
B.A., Applied Mathematics - Economics
Wells Fargo December 2012 - Present
Brown University Alumni Interviewing Program June 2008 - Present
Citibank 2009 - December 2012
Citi 2007 - 2009
Citi January 2005 - 2007
The Richards Group 2003 - 2005
Envirosell 2002 - 2003
American Express 2001 - 2002
Hewlett-Packard (Compaq Computer Corp.) 2000 - 2001
Oleander Performance Space & El Quinto Sol 1996 - 1999
Skills
Strategy, Strategic Partnerships, Business Development, CRM, Marketing Strategy, Integrated Marketing, Market Research, Business Planning, Social Media Marketing, Financial Analysis, Leadership, Investments, Management, Strategic Planning, Fundraising, Marketing, Marketing Communications
Education
Citi Commercial Credit College (Management Associate Program) 2005 — 2007
University of North Carolina at Chapel Hill 1999 — 2001
MBA
Sarah Lawrence College 1994 — 1996
AB, MSEd
Brown University
Elizabeth Matriculation College
High School
Citi September 2013 - Present
Citi August 2012 - September 2013
95.5 WBRU January 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Market Making, Microsoft Excel, PowerPoint, Matlab, Trading, Financial Risk
Education
Brown University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics & Economics
Uber June 2015 - Present
Handy October 2013 - May 2015
Citi June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Due Diligence, Investment Banking, Equities, Start-ups, Investments, Strategy, Entrepreneurship, Data Analysis, Bloomberg, Business Strategy, Financial Analysis
Education
Brown University 2009 — 2013
BA, Economics
Chinese International School 1994 — 2009
IB
Citi April 2015 - Present
Wegmans Food Markets December 2012 - Present
M&T Bank July 2014 - August 2014
The Hamister Group January 2014 - May 2014
PepsiCo May 2013 - August 2013
Abercrombie & Fitch August 2012 - October 2012
Wegmans Food Markets April 2009 - January 2010
Wegmans Food Markets January 2008 - April 2009
Wegmans Food Markets December 2007 - July 2008
Wegmans Food Markets June 2007 - December 2007
Skills
Time Management, Leadership, Customer Service, Sales, Public Speaking, Microsoft Word, Critical Thinking, Teamwork, PowerPoint, Negotiation, Facebook, Research, Communication, Team Leadership, Microsoft Excel, Public Relations, Social Media Marketing, Networking, Work Ethic, Retail, Team Management, Banking, Financial Services, Retail Banking, Securities, Investments, Private Equity, Microsoft Office, Management
Education
State University of New York at Buffalo 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
State University of New York at Buffalo 2010 — 2014
Bachelor's degree, Economics
Bryant and Stratton College 2009 — 2010
Business Administration and Management, General
EY January 2015 - Present
Hess Corporation August 2012 - July 2014
PricewaterhouseCoopers December 2010 - August 2012
Carbon Disclosure Project August 2010 - December 2010
Carbon Disclosure Project February 2010 - July 2010
Carbon Disclosure Project February 2009 - February 2010
IDEAcarbon February 2009 - April 2009
Citi June 2007 - September 2007
Skills
Sustainable Business, Corporate Social..., Sustainability Reporting, Sustainability, Climate Change, Strategy, Sustainability..., Carbon, International..., Research, Sustainable Development, Environmental Awareness, International Relations, Stakeholder Engagement, Energy Policy, Renewable Energy, Carbon Footprinting, Carbon Management, Energy, Environmental Issues, Environmental Consulting, Sustainable Business..., Nonprofits, Business Strategy, Innovation Consulting, Program Management, Organizational Design, Strategic Concept..., Global Client Management, Design Thinking, Management, Project Management, Analysis, Consulting, Business Development, Strategic Planning
Education
University of Oxford 2006 — 2008
Master of Philosophy (MPhil), Politics
Brown University 2002 — 2006
Bachelor of Arts, Political Science
Brixmor Property Group May 2015 - Present
Rouse Properties May 2012 - May 2015
Alston & Bird LLP 2010 - 2012
Alston & Bird LLP 2007 - November 2009
Citi 2009 - 2009
Thacher Proffitt & Wood LLP 1999 - 2001
Skills
Securities Regulation, Corporate Governance, Litigation Support, Real Estate Economics, Mediation, Corporate Law, Due Diligence, Dispute Resolution, Licensing, Real Estate Transactions, Acquisitions, Commercial Litigation, Intellectual Property, Litigation, Westlaw, Real Estate, Legal Writing, Securities, Mergers, Investments, Legal Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Entrepreneurship
Columbia University School of Law 1996 — 1999
Doctor of Law (J.D.), Law
Brown University 1992 — 1996
B.A., English
Middlesex School 1989 — 1992
College Preparatory Boarding School
Yext September 2014 - Present
CO/LAB Theater Group September 2014 - Present
Freeman & Co. April 2012 - August 2014
Brown University September 2009 - December 2011
Citi June 2011 - August 2011
FAA May 2010 - August 2010
Domaine Carret September 2008 - November 2008
Skills
Leadership, Strategy, Business Strategy, Economics, Bloomberg, SQL, Management, Data Analysis, Investment Banking, Quantitative Analytics
Education
Brown University 2009 — 2011
BA, Economics, Public Policy
The George Washington University 2007 — 2008
Economics
John Jay High School 2003 — 2007
HS Degree
Revelator Coffee Company September 2015 - Present
Microsoft November 2013 - September 2015
Microsoft June 2012 - August 2012
Liberty - Café, Espresso et Thé 2010 - 2011
Académie de Besançon/Formalingua 2009 - 2011
Citi 2006 - 2008
Skills
Business Strategy, Capital Markets, Business Development, Equities
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance/Strategic Management
INSEAD
Wharton Exchange Program (Summer 2013), International Finance and Entrepreneurship
Brown University 2002 — 2006
B.A., Applied Mathematics - Economics
Phillips Exeter Academy 1998 — 2002
Springbrook Software October 2013 - July 2015
Citi November 2012 - October 2013
Prime Source Capital Mgmt. December 2010 - June 2012
Skills
Customer Service, Finance, Financial Analysis, Portfolio Management, Microsoft Office, Microsoft Word, Outlook, Financial Services
Education
Bryant and Stratton College 2011 — 2013
Associate of Applied Science (A.A.S.), Network Technology
Wellness Medical Center March 2001 - Present
Strategic Data Corp October 2000 - October 2001
eHobbies February 2000 - February 2001
Citi September 1996 - February 2000
Novell August 1990 - July 1994
Skills
TCP/IP, E-commerce, Strategic Planning, Entrepreneurship, SEO, Information Security, Business Strategy, Small Business, Start-ups, IT Strategy, HTML, CSS, Software Development, Web Design, Social Media, Web Development, Social Media Marketing, PHP, Public Speaking, Online Marketing, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1999 — 2001
Master of Business Administration (MBA)
Brown University 1994 — 1996
MS, Computer Science
University of California, Los Angeles 1986 — 1990
BS, Computer Science & Engineering
M&T Bank August 2014 - Present
Citi June 2013 - August 2013
NYSE Euronext June 2012 - August 2012
US Army May 2006 - January 2012
NSR Business Solutions August 2004 - April 2006
Skills
Financial Analysis, Valuation, Project Management, Financial Markets, Accounting, Corporate Finance, Leadership, Analysis, Finance, Management, Government, Strategic Planning, Equities, Investments, Military Operations, Budgets, Risk Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Operations Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Penn State University 2008 — 2009
Master's, Project Management
Bryant & Stratton College - Milwaukee 2000 — 2006
Bachelor's, Business Administration
Citi Tech SpecialistCitigroup2000 - 2007
Education
Brown University 1995 — 1998
Exeter
Citi January 2013 - Present
Citi June 2007 - January 2013
Citigroup January 2005 - June 2007
Citigroup May 2001 - January 2003
Salomon Smith Barney July 1999 - May 2001
Skills
Banking, Investments, Cash Management, Investment Banking, Management, Payments, Financial Modeling, E-commerce, Strategy, Treasury, Finance, Financial Institutions, Liquidity Management, Portfolio Management, Trading, Capital Markets, Financial Services, FX Options, Fixed Income
Education
Brown University 1995 — 1999
Bachelor of Arts (B.A.), International Relations
Collegiate 1991 — 1995
Celgene April 2013 - Present
Citi June 2010 - April 2013
Barclays September 2008 - June 2010
Lehman Brothers May 2007 - September 2008
Amgen August 2004 - May 2007
Genentech November 1999 - September 2002
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Corporate Finance, Private Equity, Due Diligence, Hedge Funds, Investments, Bloomberg, LBO
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Brown University 1993 — 1997
Bachelor of Arts (B.A.), Biology, International Relations
Capital One September 2014 - Present
Citi June 2012 - September 2014
Bank of America July 2010 - June 2012
Bank of America September 2006 - July 2010
Bank of America May 2005 - September 2006
Rockland Trust Company August 2004 - May 2005
Bank of America October 2002 - August 2004
Hilti June 2001 - August 2002
Education
Bryant University 2003 — 2005
MBA
Oklahoma State University 1997 — 2001
BS
Citi September 2014 - Present
State Street May 2014 - September 2014
State of Rhode Island December 2012 - May 2014
Banco Santander September 2010 - December 2012
Banco Santander October 2007 - September 2010
Bank of America January 2006 - October 2007
Banco Santander January 2004 - October 2007
Bank of America September 2002 - January 2004
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Financial Risk, Internal Audit, Banking, Analysis, Internal Control..., Accounting, Finance, Process Improvement, Account Reconciliation, SOX 404, Enterprise Risk..., Valuation, Financial Modeling, Credit Risk, Governance, Risk Assessment, Strategy, External Audit, Business Process, Business Strategy, Mergers, Sarbanes-Oxley, Operational Risk, Operational Risk..., Software Documentation, Management Consulting, CCAR, FFIEC, Risk, Change Management, Basel III, Basel I, Stress Testing
Education
Bryant University 2012 — 2014
Master of Science Taxation, Fiscal Policy/ Monetary Policy
Johnson and Wales University 2010 — 2012
MBA, Accounting Concentration
Providence College 2003 — 2007
BS, Accountancy, Risk Management
Community College of Rhode Island 1998 — 2003
AS, Business Administration, Accouting and Finance
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Citi March 2014 - Present
Sovereign Bank July 2012 - March 2014
Citibank, N.A. July 2005 - July 2012
Skills
Banking, Credit, Portfolio Management, Consumer Lending, Small Business Lending, Cash Management, Wealth Management
Education
Bryant University 2001 — 2005
B.S., Finance
J.P. Morgan July 2014 - Present
Self employed- Childcare January 2009 - July 2014
Citi March 2007 - December 2008
HSBC Insurance Agency January 2006 - October 2006
HSBC Insurance Agency September 2001 - October 2006
HSBC Securities July 1998 - September 2001
Skills
Mutual Funds, Financial Services, Life Insurance, Fixed Annuities, Trading, Microsoft Word, Team Building, Team Leadership, Project Management, Customer Service, Finance, Management, Insurance, Process Improvement, Risk Management, Relationship Management
Education
Bryant and Stratton College 1996 — 1998
Associate's degree, Administrative Assistant and Secretarial Science, General
Skip Barber Racing School June 2012 - Present
Howard Ecker + Company 2008 - 2010
Citi 1993 - 2000
Skills
Lease Negotiations, Cost Benefit, LEED, Rates, Tenant Representation, Business Development, Real Estate Development, Strategic Planning, Real Estate, Asset Managment, Valuation, Financial Modeling, Investments, Negotiation, Financial Analysis, Portfolio Management, Mergers, Private Equity, Business Strategy, Venture Capital, Customer Service, Sales, Asset Management, Contract Negotiation, Management, Mergers & Acquisitions, Strategy, Automotive, Due Diligence, New Business Development, Start-ups, Strategic Partnerships, Marketing Strategy, Business Planning, Sponsorship, Market Research, Racing, Social Media Marketing, Market Analysis, Marketing, Advertising
Education
Harvard Business School 1991 — 1993
mba, General Administration
Brown University 1985 — 1989
ba, International Relations
Friends Seminary 1971 — 1985
High School
OppenheimerFunds August 2013 - Present
Citi July 2011 - August 2013
WilmerHale November 2007 - May 2011
Mayer Brown September 2004 - November 2007
Education
Brown University
University of Pennsylvania
Group Mortgage LLC - Regulated by the division of Real Estate - December 2013 - Present
Citi September 2011 - December 2013
Bank of America September 2006 - September 2011
Home Town Mortgage 2002 - 2006
Skills
Mortgage Lending, Refinance, Loans, Real Estate, Residential Mortgages, Residential Homes, Finance, Rentals, Mortgage Banking, FHA, Credit, First Time Home Buyers, Investment Properties, Banking, Investments, Credit Analysis, Underwriting, Foreclosures, REO, Short Sales, Business Development, Customer Service, Marketing, Negotiation
Education
Brown University 1993 — 1997
BA, Socio-Cultural Anthropology
Shiplake College 1988 — 1993
ZXONEX Vice PresidentCiti GroupSeptember 2000 - April 2007
Citi 2000 - 2007
Skills
Fixed Income, Capital Markets
Education
Brown University 1994 — 1998
BA, History
The Foundation Center July 2014 - Present
The Foundation Center August 2013 - June 2014
The Foundation Center February 2010 - August 2013
Geographic Information Services, Inc. February 2009 - January 2010
Citi January 2006 - August 2008
several bands January 2002 - December 2005
The Advisory Board Company 1996 - 1997
Skills
JavaScript, PostgreSQL, GIS, Python, CSS, OpenLayers, ESRI, Social Network Analysis, Microsoft SQL Server, PostGIS, Subversion, Databases, SQL, D3.js, Flex, ArcGIS Server, User Interface Design, PHP, Microsoft Office, Database Design, .NET, Web Development, Ext JS, MySQL, WordPress, ArcMap, jQuery, GeoServer, Google Maps, Nonprofits, Research, HTML, User Experience, Open Source, CMS, APIs, Ant, KML, Dojo, XML, Agile Methodologies, Software Development, Information Architecture, AJAX, HTML 5, Geography, Google Analytics, Mobile Applications, Web Applications, Web Design
Education
City University of New York-Hunter College 2008 — 2010
MA, Geography
Brown University 1990 — 1994
BA, Political Science
Piper Jaffray June 2015 - Present
J.P. Morgan March 2015 - May 2015
Citi September 2013 - February 2015
J.P. Morgan May 2013 - August 2013
Dahlman Rose & Co. July 2012 - March 2013
BofA Merrill Lynch Global Research April 2004 - March 2012
Neuberger Berman April 1999 - March 2004
Skills
Series 4, 7, 16, 24,...
Education
Brown University 1978 — 1982
B.A., European History
RBC Capital Markets September 2014 - Present
Citi January 2012 - June 2014
Citi February 1998 - December 2011
Skills
Equity Capital Markets, Convertible Bonds, Derivatives
Education
Cornell University 1994 — 1997
M.Sc, Physics
Brown University 1989 — 1994
B.SC., Physics and Chemistry
Moravian Academy 1984 — 1989
Citi July 2001 - February 2009
Citi June 1996 - June 2001
Citi August 1988 - May 1996
Skills
Process Improvement, Process Engineering, Change Management, Business Analysis, Cost Reduction, Operations Management, Business Process..., Treasury Management, Risk Management, Payments, Banking, Financial Services, Financial Risk, Management, Cash Management, AML, Accounting, Operational Risk, Leadership, Capital Markets, Loans, Credit Risk, Portfolio Management, Operational Risk..., Financial Analysis, Credit, Relationship Management, Executive Management, Finance, Credit Cards, Securities, Retail Banking, Credit Analysis, Fixed Income, Financial Modeling
Education
Bryant & Stratton College
Murex February 2013 - Present
Citi September 2006 - February 2013
Cleary Gottlieb October 2003 - September 2006
Education
Columbia Law School 2000 — 2003
JD, Law
Brown University 1991 — 1995
AB, Religious Studies
Merck September 2014 - Present
Merck November 2013 - September 2014
Citi June 2011 - November 2013
Double Helix Consulting September 2010 - June 2011
Holy Name Hospital June 2009 - July 2009
The Scienomics Group July 2007 - August 2008
Children's Hospital Boston December 2006 - July 2007
Skills
Pharmaceutical Industry, Lifesciences, Healthcare, Life Sciences
Education
Columbia University in the City of New York 2008 — 2009
MPH, Health Policy and Management
Brown University 2002 — 2006
AB, Biology
ANZ Banking Group October 2015 - Present
Lloyds Banking Group September 2009 - September 2015
Citi 1999 - 2009
Citigroup 1999 - 2009
Citigroup Global Markets 1999 - 2009
Skills
Management, Capital Markets, Portfolio Management, Banking, Fixed Income, Corporate Finance, Structured Finance, Financial Markets, Commercial Banking, Bonds, Project Finance, Trade Finance, Credit Risk, Financial Modeling, Financial Structuring, Investment Banking, Investments, Private Equity, Risk Management, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Brown University 1987 — 1991
BA, Economics
Goldman Sachs August 2015 - Present
Citi January 2013 - Present
Citi January 2009 - January 2013
citigroup July 2006 - July 2009
Skills
Securities, Capital Markets, Fixed Income, Equities, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Valuation, Financial Markets, Series 7, Bonds, Emerging Markets, Structured Products
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
AIG January 2014 - Present
AIG May 2008 - Present
Citi January 1990 - December 2002
Orbian 2000 - 2002
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley, SEC filings, Consolidation, Internal Audit, Enterprise Risk..., GAAP, Blackline, Financial Audits, IFRS, Financial Accounting
Education
Brunel University London 1971 — 1975
Bachelor of Technology (B.Tech.), Engineering/Industrial Management
Citi April 2014 - Present
Citi June 2012 - March 2014
Skills
Financial Modeling, Financial Risk, Valuation, Loans, Bloomberg
Education
Brown University 2008 — 2012
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
Citi August 2012 - Present
Citi July 2010 - July 2012
Skills
Financial Modeling, Portfolio Management, Valuation, Bloomberg, Trading, Financial Risk
Education
Brown University 2007 — 2010
Bachelor of Science (BS), Applied Mathematics - Economics
Brown University
Massachusetts Institute of Technology (MIT) 2014 - Present
City of Chicago June 2015 - August 2015
Clinton Global Initiative February 2014 - July 2014
Outward Bound Center for Peacebuilding September 2013 - February 2014
Citi June 2011 - July 2013
Brown Outdoor Leadership Training August 2010 - May 2011
Capital Good Fund January 2009 - December 2010
SKS Microfinance Limited June 2010 - August 2010
World Vision United States June 2009 - August 2009
Skills
Stata, Research, Economic Development, Community Development, Data Analysis, Proposal Writing, Strategic Communications, Vinyasa Yoga, Outdoor Education
Education
Brown University 2007 — 2011
Bachelor of Arts (BA), Development Studies; Economics
The Shala Yoga House 2013 — 2013
Registered Yoga Teacher (200 Hours)
Oak Park River Forest High School 2003 — 2007
Nationwide Insurance 2005 - 2007
Bank One 2002 - 2004
JPMorgan Chase 1999 - 2000
American Express 1997 - 1999
Citi 1993 - 1997
Skills
Direct Marketing, Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Segmentation, Direct Mail, Sponsorship, Management, Strategy, Sales, Program Management, Creative Direction, Digital Marketing, Market Research, Marketing Management, Sports Marketing, Advertising, Multi-channel Marketing
Education
Ohio University 2000 — 2001
Master's degree Sports Marketing and Facilities Management, Sport and Fitness Administration/Management
University of Michigan Business School 1988 — 1990
Master of Business Administration (M.B.A.), Marketing
Brown University 1981 — 1985
BA, Organizational behavior
ethical culture school
ethical culture school
Citi September 1995 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1989 - 1995
Education
Georgetown University Law Center 1986 — 1989
Doctor of Law (J.D.)
Brown University 1982 — 1986
Bachelor of Arts (B.A.)
Citi 2008 - Present
Education
Brown University 2004 — 2008
Bachelor's degree, Economics
Arxis Capital Group LLC October 2015 - Present
Pacific Coast Capital Partners, LLC (PCCP) July 2014 - August 2014
SINO LIFE INSURANCE CO. LTD. May 2013 - July 2013
Citi June 2011 - August 2011
DreamCorps May 2010 - July 2010
Skills
Java, C++, C, SQL, HTML, MySQL, Linux, Programming, Machine Learning, Python, Eclipse, Computer Science, Software Engineering, Microsoft Office, JavaScript, Research, Data Analysis, Microsoft Excel, Matlab, Algorithms, LaTeX, Databases
Education
Brown University 2013 — 2015
Master's degree, Computer Science
The College of William and Mary 2010 — 2013
Bachelor of Science (BS), Mathematics and Computer Science
Metlife September 2012 - Present
MetLife 2012 - 2013
AAP Consultants LLC January 2012 - September 2012
Citi June 1999 - December 2011
Travelers 1978 - 2011
National Capital Investments January 1998 - May 1999
Skills
Program Management, Management, Banking, Investments, Portfolio Management, Project Management, Team Leadership, Team Building, Asset Management, Real Estate, Financial Modeling, Business Analysis, Vendor Management, Project Planning, Valuation, Finance, Business Process..., Risk Management, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis, Analysis, Financial Services, Financial Risk, Credit, Executive Management, Insurance
Education
University of Hartford 1962 — 1966
Bachelor's degree, Finance and Economics
Bryant University
Business Administration, Management and Operations
Citi July 2012 - Present
Citi June 2011 - August 2011
Unithrive June 2010 - August 2010
Ivy Insiders May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Spanish, Microsoft Office, Research, Social Media, Economics, Financial Modeling, Data Analysis, Financial Analysis, Analysis, Microsoft Word, Business Strategy, Finance, Market Research, Modeling, Hugs
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics, 3.8
Summit High School 2004 — 2008
Citi March 2013 - February 2014
Barclays April 2008 - February 2013
Skills
Data Warehousing, Data Modeling, Autosys, Sybase, ETL
Education
Brunel University London
Doctor of Philosophy (Ph.D.)
Citi January 1998 - Present
Inverpower June 1997 - December 1997
Tops Markets May 1991 - September 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Banking, Risk Management, Process Improvement, Management, Training, Project Management, Team Building, Credit, Troubleshooting, Technical Writing
Education
Bryant and Stratton College 1996 — 1997
Associate's degree, Electrical, Electronic and Communications Engineering Technology/Technician
Erie Community College 1993 — 1995
Mechatronics, Robotics, and Automation Engineering
Macquarie Group October 2013 - Present
Citi August 2011 - August 2013
Societe Generale August 2010 - July 2011
Education
Cass Business School 2009 — 2010
MSc Investment Management
Brunel University London 2005 — 2009
BSc Financial Mathematics, 1st class
Andera February 2012 - May 2012
China Banking Regulatory Commission June 2011 - August 2011
Citi July 2010 - August 2010
Skills
Microsoft Office, VBA, C, R, SQL, Data Analysis, Statistical Modeling
Education
Brown University 2011 — 2012
ScM, Innovation Management &Entrepreneurship Engineering
Shanghai Jiao Tong University 2007 — 2011
BS, Mathematics & Applied Mathematics
Citi May 1987 - April 2008
Smith Barney May 1976 - May 1987
IBM September 1969 - 1972
IBM September 1969 - 1972
Skills
Investments, High Yield, Equities, Computer Literate, Adobe Photoshop CS6, Adobe Lightroom 4, Marketing Management, Photography - Nikon, Photography - Birds, Photographic Printing -...
Education
New York University 1972 — 1976
Master of Business Administration (M.B.A.), Finance, General
Brown University 1961 — 1966
Bachelor of Arts (BA) and Bachelor of Science (BS), Applied Mathematics and America Civil.
Citi August 2014 - Present
Dv8 Training Ltd June 2012 - August 2014
Dv8 Training Ltd September 2011 - August 2013
Elev8 Sports Management January 2013 - July 2013
OnFM Radio July 2011 - January 2012
G4S International July 2008 - September 2011
Selfridges August 2008 - June 2011
EGA Management Consulting January 2010 - September 2010
Brunel University September 2008 - May 2009
The Children's Society June 2008 - March 2009
Skills
Digital Marketing, Public Relations, Marketing, Project Management, Management, Recruiting, Social Media, Event Management, Marketing Strategy, Time Management, Marketing Communications, Training, Sales, Marketing Management, Teamwork, Social Networking, Event Planning, Research, Advertising, Video, Microsoft Excel, Human Resources, HR Policies, Program Management
Education
Brunel University 2007 — 2011
Media and Sociology BSc (Hons) with Professional development, Media, Business, Marketing, Second Class, Upper Division (2.1)
Christ the King sixth form 2005 — 2007
A Levels, Media, ICT, Sociology
Citi September 2012 - Present
Dollar Tree Inc August 2009 - September 2012
Kmart August 2008 - August 2009
Bryant & Stratton College August 2006 - January 2007
Fast Stop Food Mart June 2004 - August 2006
Target Corporation September 2001 - February 2004
Skills
Merchandising, Interviews, Coaching, Inventory Control, Store Operations, Visual Merchandising, Store Management, Retail, Big Box, Microsoft Excel, POS, Time Management, Driving Results, Planograms, Inventory Management, Merchandise Planning, Customer Experience
Education
Bryant & Stratton College - Amherst 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.7
Bryant & Stratton College
Bachelor, Business Management
Bryant & Stratton College
AOS, Business
Citi August 2012 - August 2013
Columbia University September 2011 - May 2012
Insitute for Pure and Aplied Mathematics June 2011 - August 2011
Virginia Bioinformatics Institute June 2010 - August 2010
Skills
Java, Python, Matlab, Mathematica, SQL, LaTeX, Microsoft Excel, PowerPoint, AutoCAD, Google Docs, Statistics, Research, Simulations
Education
Brown University
Doctor of Philosophy (PhD)
Columbia University in the City of New York 2008 — 2012
Bachelor of Science (BS)
Haynes and Boone, LLP September 2013 - Present
Cadwalader, Wickersham & Taft LLP October 2004 - September 2013
Wolf Block Schorr & Solis Cohen LLP 2001 - 2004
Nixon Peabody 1999 - 2000
Willkie Farr & Gallagher LLP 1997 - 1999
White & Case 1994 - 1997
BNP Paribas (f/k/a BNP) 1988 - 1991
Citi 1987 - 1988
Skills
Real Estate, Real Estate Finance, Workouts, Loan Modifications, Real Estate Economics
Education
New York University School of Law 1991 — 1994
Doctor of Law (JD)
ESSEC Paris 1985 — 1987
Master of Business Administration (MBA)
Brown University 1979 — 1983
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
LPI, INC August 2013 - February 2014
Citi February 2009 - May 2012
KETTLE LAKES COOPERATIVE August 2006 - April 2008
CINGULAR/AT&T March 2004 - August 2006
Egg Innovations March 2002 - May 2003
GERETT PRODUCTS October 1998 - October 2000
Skills
Invoicing, Accounts Payable, Accounts Receivable
Education
Lakeland College
BACHELOR'S DEGREE, ACCOUNTING AND BUSINESS ADMINISTRATION; Finance and Business Development
Bryant and Stratton College 1993 — 1996
Associate of Arts (A.A.), Accounting
Self-employed 2010 - Present
J.P. Morgan 2003 - 2010
Citi 1997 - 2003
Morgan Stanley 1987 - 1997
Education
Brown University
Bachelor's Degree, Physics/Philosophy
Massachusetts Institute of Technology - Sloan School of Management
Finance
Citi June 2014 - Present
Citi June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Investment Banking, Economics, Data Analysis, Due Diligence, Healthcare, Microsoft Excel, PowerPoint, Time Management, Research
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics, GPA 4.0
Danish Institute of Studies
Visiting Student of Economics and Medical Practice & Policy
Riverdale Country School 2006 — 2010
High School Diploma
Citi January 2002 - Present
Education
Brown University 1995 — 1998
Bachelor of Science (BS), American History (United States)
Citi 1991 - Present
Education
Brown University 1987 — 1991
Bachelor of Science (B.Sc.), Applied Mathematics and Economics