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
ZHR Investment, LLC December 2012 - February 2013
U.S. Bank December 2010 - December 2012
Citi November 2009 - December 2010
Elim Christian Bookstore November 2005 - August 2009
Skills
Office Management, Outlook, Travel Arrangements, Administrative..., Operations Management, Banking, Customer Service, Entrepreneurship, Microsoft Office, Consumer Lending, Sales Prospecting, Employee Relations, Cash Flow, Time Management, Finance
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor of Arts (BA), Agriculture Business Management
Waste Connections, Inc. April 2015 - Present
Waste Connections, Inc. August 2011 - March 2015
Citi September 2010 - August 2011
Wells Fargo September 2008 - August 2010
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Banking, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Cross Selling, Lines Of Credit, Mortgage Lending, Cash Management
Education
Cal Poly San Luis Obispo 2003 — 2007
Bachelor of Arts (B.A.), Pre-Law Studies
Citi October 2012 - Present
Cal Poly Pomona September 2010 - June 2013
HSBC March 2012 - September 2012
Chase October 2010 - February 2012
Wells Fargo March 2008 - November 2010
HSBC April 2005 - September 2007
Citibank June 2003 - January 2005
Skills
Series 63, Series 6, Notary Public, English, Insurance, Wealth Management, Investments, Banking, Mutual Funds, Asset Managment, Loans, Mortgage Lending, Customer Retention, Strategic Financial..., Commercial Banking, Analysis, Finance, Sales, Cross Selling, Financial Planning, Credit, Management, Retail Banking, Financial Analysis, Relationship Management
Education
California State Polytechnic University-Pomona 2009 — 2012
MBA, MBA (finance)
University of California, Irvine 1999 — 2001
B.A, Economics, Psychology
AHS
CSULA
Citi Commercial Bank March 2015 - Present
Citi Commercial Bank February 2013 - March 2015
Citi Commercial Bank September 2009 - February 2013
Citi July 2008 - September 2009
Citi July 2006 - July 2008
Angels Baseball February 2003 - July 2006
Vector Marketing 2000 - 2002
Skills
Syndications, Risk Management, Commercial Banking, Commercial Lending, Financial Analysis, Loan Structuring, Underwriting, Relationship Development, Business Relationship..., Customer Relations, Salesforce.com, Project Management, Logistics Management, Communication, Portfolio Management, Financial Structuring, Cash Management, Credit Risk, Relationship Management, Management, Customer Service, Financial Risk, Credit, Strategy, Leadership, Analysis, Finance
Education
California State Polytechnic University-Pomona 2001 — 2006
Bachelor of Science (B.S.), Finance, Real Estate, & Law
JP MORGAN CHASE BANK, N.A May 2014 - Present
Citi February 2012 - May 2014
Wells Fargo August 2010 - February 2012
Wells Fargo November 2007 - August 2010
Skills
Leadership, Management, Strategic Planning, Project Management, Coaching, Performance Management, Time Management, Change Management, Organizational..., Management Consulting, Public Speaking, Personal Development, Inspiration, Creativity, Negotiation, Writing, Real Estate, Finance, Statistics, Credit, Sales Management, Direct Marketing, Customer Experience, Analytics, Banking, Credit Analysis, Economics, Managerial Finance, Interviews, International Sales, Job Coaching, Arabic, Research, Small Business, Tutoring, Creative Writing
Education
California State Polytechnic University-Pomona 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Stumpf and Company January 2013 - Present
Citi May 2011 - January 2013
Bank of the Sierra March 2008 - April 2011
Stumpf and Company Real Estate January 2000 - January 2008
Central Valley Community Bank June 2007 - August 2007
Skills
Customer Service, Income Properties, Real Estate Transactions, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Commercial Real Estate, Bulk Sales, Vacant Land Sales, Commercial Leasing, Multi-family Investments, Tax Deferred Exchanges, Sales, Finance, Financial Statements, Underwriting, Small Business Lending, Consumer Lending, Real Estate Lending, Business Development, Marketing, Negotiation, Real Estate Financing, Property Management, Evictions, Commercial Banking, Business Brokerage, Loans, Real Estate
Education
California State University, Fresno 2005 — 2007
Bachelor of Science (B.S.), Business Administration, Option: Finance
Bullard High School
Discover Financial Services July 2002 - Present
Citi July 2002 - December 2010
Skills
Financial Services, Relationship Management, Loans, Banking, Credit, Consumer Lending, Portfolio Management, Cross Selling, Credit Cards, Credit Analysis, Credit Risk, Customer Service, Management, Sales, Team Building
Education
Friends University 1995 — 1997
Bachelor of Science (B.S.), Human Services/Psychology
Butler Community College 1993 — 1995
Associate of Arts (A.A.)
ITT Technical Institute March 2014 - Present
Target August 2006 - Present
Give Every Child a Chance June 2012 - Present
Citi January 2004 - January 2005
Skills
Event Planning, Profit, Forecasting, Team Building, P, Business Planning, Strategic Planning, Recruiting, Marketing, Teamwork, Inventory Management, Time Management, Customer Service, Store Management, Management, Leadership
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.62
California State University-Fresno 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Fresno City College 2000 — 2002
Associate of Arts (AA)
Citi May 2014 - Present
Fresno Unified School District January 2011 - Present
Sizzler USA April 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
California State University-Fresno 2010 — 2015
Bachelor of Business Administration (BBA), Human Resources Management and Services
Citi May 2012 - August 2012
Vibesbase Enterprises June 2011 - July 2011
Shanghai International Investment Company July 2010 - August 2010
Skills
Chinese, Microsoft Office, SAP, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Marketing, English
Education
St.John's University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wharton School, University of Pennsylvania 2012 — 2012
Certification of Leadership program, Organizational Leadership
California State University-Chico 2008 — 2012
Bachelor of Science, Business Administration; Option in Financial Services Pattern and Financial Management Pattern
Community Medical Centers February 2013 - Present
Fogg, Maxwell, Lanier and Remington Eyecare, Inc. October 2011 - February 2013
Community Medical Centers January 2011 - October 2012
Community Medical Centers January 2008 - January 2010
Citi January 2005 - January 2008
Skills
Epic Systems, NextGen, Customer Service, Access, Outlook, Microsoft Office, Microsoft Excel, Software Documentation, Data Analysis, Healthcare Information..., PowerPoint, Analysis, Microsoft Word, Insurance, EMR, EHR, EPM, Nuance, HIM, Release of Information, HPF, SQL, Process Improvement, Meditech, Hospitals, Healthcare, Troubleshooting, HIPAA, Training, SharePoint
Education
California State University-Fresno 2008 — 2009
Secondary Social Science Teaching Credential, Secondary Education and Teaching
California State University-Fresno 2002 — 2008
B.A, Political Science
California Department of Justice January 2015 - Present
Union Bank July 2012 - May 2014
Bank of America August 2007 - January 2010
Citi August 2003 - July 2007
Hertz July 2000 - August 2003
Skills
Banking, Loans, Credit, Credit Analysis, Risk Management, Finance, Leadership, Consumer Lending, Microsoft Office, Credit Risk, Government, Coaching, Policy
Education
California State University-East Bay 2010 — 2012
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
California State University, Fresno 1995 — 1999
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Citi June 2014 - Present
Olam International September 2013 - March 2014
Farmers Insurance October 2012 - May 2013
Kohl's Department Stores May 2012 - August 2012
Far East Staffing Solutions, Inc. May 2010 - October 2011
Skills
Leadership, Courage, Motivation, Office Management, Human Resources, Organizational..., Task Management, Task Completion, Office Administration, Basics of Supply Chain..., Budget Process, Community Service, Budgets, Interviews, Management, Recruiting, SAP, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Social Networking, Teamwork, Time Management, Public Speaking
Education
California State University-Fresno 2012 — 2014
Bachelor of Science in Business Administration (Management), Business Administration and Management, General
Bank of the West October 2013 - Present
Citi October 2011 - October 2013
Wells Fargo May 2004 - October 2011
Education
California State Polytechnic University-Pomona 2001 — 2004
BS, Computer Information Systems
Citi September 2013 - Present
Chase July 2009 - July 2013
AMC Theatres June 2007 - September 2009
Skills
Customer Service, Banking, Microsoft Office, Microsoft Word, Leadership, Credit, Finance, PowerPoint, Financial Analysis, Sales, Microsoft Excel, Outlook, Event Planning
Education
California State Polytechnic University-Pomona
Bachelor’s Degree, Human Resources Management
Citrus College 2013 — 2014
productOps, Inc. June 2013 - Present
Citi July 2007 - May 2013
Kelly-Moore Paints March 2006 - July 2007
Skills
Banking, Retail Banking, Financial Analysis, Loans, Credit, Commercial Banking, Financial Services, Credit Risk, Cash Management, Automated Software...
Education
Cabrillo College 2004 — 2013
Liberal Arts Associate's degree
BIOTRONIK June 2015 - Present
G3 Enterprises February 2013 - June 2015
G3 Enterprises May 2011 - January 2013
Citi April 2008 - April 2011
United States Marine Corps June 2000 - June 2006
Skills
Process Improvement, Strategic Planning, Team Leadership, Budgets, Operations Management, Leadership, Inventory Management, Customer Service, Project Management, Public Speaking, Data Analysis, Manufacturing, Wine Labels, Capacity Building, Team Development, CRM, Management, Microsoft Office, Microsoft Excel, Sales
Education
California State University-Stanislaus 2008 — 2010
MBA, Business Administration
Menlo College 2004 — 2007
BA, History
Holland Partner Group June 2015 - Present
U.S. Department of Energy Solar Decathlon September 2014 - March 2015
Holland Partner Group June 2014 - September 2014
Alpha Epsilon Pi May 2013 - May 2014
Citi October 2008 - November 2009
ACTOR / SAG September 1996 - October 2004
Skills
Leadership, Problem Solving, Management, Teamwork, Matlab, ArchiCAD, SketchUp, Revit, SAP2000, Illustrator, AutoCAD, Photoshop, FormZ, Bluebeam, Public Speaking, Construction
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Architectural Engineering
Rite Aid July 2012 - Present
Citi July 2012 - Present
TCAF August 2010 - December 2010
Jas Gas June 2008 - November 2009
Skills
Customer Service, Inventory Management, Merchandising, Store Operations, Event Planning, Operations Management, Team Leadership, Inventory Control, Forecasting, Sales, Process Scheduler
Education
California State University-Fresno 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Citi July 2012 - Present
Chase Card Services January 2008 - June 2012
Chase Card Services October 2004 - January 2008
Chase Card Services September 2002 - October 2004
Bank One Card Services March 2001 - September 2002
First USA Bank June 1999 - March 2001
Skills
Product Management, Strategy, Cross-functional Team..., Credit Cards, Direct Marketing, Segmentation, Relationship Management, Market Research, Financial Services, Marketing Strategy, Portfolio Management, Leadership
Education
Cabrini College 1995 — 1999
B.A; B.A, English/Communication; Spanish
Practice Finance, Southern California & Arizona April 2015 - Present
SOUTHERN CALIFORNIA VETERINARY MEDICAL ASSOC July 2013 - Present
Citi Healthcare Veterinary Solutions January 2013 - April 2015
Citi August 2012 - April 2015
California Bankers Association April 2012 - November 2012
Citizens Business Bank August 2008 - August 2012
DISTRIBUTION MANAGEMENT ASSOC June 2010 - July 2012
J.P. Morgan 2005 - 2008
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Lines Of Credit, Coaching, Business Strategy, Deposits
Education
California Baptist University 2000 — 2003
KINESIOLOGY, EXERCISE SCIENCE
Laguna Beach Chamber of Commerce November 2014 - Present
Laguna Beach Chamber of Commerce November 2013 - November 2014
Thompson~McClelland August 2010 - November 2013
Valassis September 2006 - September 2010
Harte-Hanks, Inc. 2002 - 2006
The Los Angeles Times April 1996 - February 2001
Citi 1988 - 1997
Key Word Search Information January 1985 - January 1985
Skills
Online Marketing, Advertising, Publishing, Budgeting, Forecasting, Social Networking..., Interviewing, Mobile Advertising, Contract Negotiation, Direct Mail, Budgets, Sales Management, SEO/SEM, Digital Marketing..., Social Media Marketing, Event Planning, Corporate Sponorship, Public Speaking, Database Analysis, PowerPoint, HTML 5, Brand Development, Digital Marketing, Social Media, Public Relations, Marketing Strategy, Marketing, Integrated Marketing, Lead Generation, Sales, Email Marketing, Direct Marketing, Multi-channel Marketing, Business Development, Marketing Communications, Market Research, SEM
Education
College for Financial Planning 1991 — 1993
CFP, Certified Financial Planner
California State University-Chico
Bacelor of Arts, Political Science
California State University-Chico
Minor, Political Sociology
California State University-Chico
Bachelor of Arts (B.A.), Philosophy
Wells Fargo Home Mortgage December 2014 - Present
Citi March 2014 - Present
Beki Associates Inc. October 2008 - February 2014
Deutsche Bank April 2007 - June 2008
Bankers West Funding Inc February 2006 - February 2007
Ideamax Corp May 2001 - December 2005
Skills
FHA, Refinance, Loans, Mortgage Banking, First Time Home Buyers, Investment Properties, Real Estate, Loan Origination, Residential Mortgages, VA loans, Credit, FHA financing, Investments, Mortgage Lending, Real Estate Transactions, Closings, Underwriting, Management
Education
California State Polytechnic University-Pomona 1996 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
El Monte High School 1991 — 1995
HS DIPLOMA, GENERAL, 12
Citi June 2013 - Present
Skills
Construction Loans, Jumbo Loans, Jumbo Mortgage, Mortgage Lending, Single Family Homes, Leadership, Investment Properties, Management, Loan Origination, Loans, Refinance, Credit Analysis, Sales, Real Estate Financing, Commercial Lending, FHA, FHA financing, Property, Mortgage Banking, Small Business
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Bachelor of Arts, Recreation Administration
Northwest Savings Bank May 2002 - Present
Christopher & Banks April 2008 - 2010
Citi January 1997 - April 2002
Skills
Community Banking, Lines Of Credit, Mortgage Banking, Customer Service, Finance, Sales, Compliance, Cross-platform..., Internal Audit, Employee Training, Personnel Supervision, Establishing New..., Microsoft Word, Microsoft Excel, Proficient Typing Skills, Telephone Skills, Outlook
Education
Butler County Community College
Butler Sr High
State Street May 2014 - Present
Bank of the Sierra February 2014 - May 2014
Bloomberg LP February 2014 - May 2014
AXA Advisors January 2014 - March 2014
La Quinta Inn & Suites 2008 - 2012
Citi June 2008 - August 2008
United Bank Limited June 2007 - August 2007
Skills
Hospitality Management, Hotel Management, Hospitality Industry, Hotels, Hospitality, Front Office, Revenue Analysis, Rooms Division, Restaurants, Banking, Credit, Finance, Microsoft Word, Financial Reporting
Education
California State University, Fresno 2012 — 2014
Bachelor of Science (BS) - Business Administration, Finance
College of the Sequoias 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2006 — 2008
Bachelor of Business Administration (BBA), Finance, General
The City School, P.A.F. Chapter 2003 — 2005
A (Advanced) Level, Business/Commerce, General
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
A division of LeaderOne Financial Corporation November 2014 - Present
Citi February 2014 - Present
EverBank April 2013 - February 2014
AmeriFirst Financial, Inc. November 2012 - April 2013
Wells Fargo February 2010 - October 2012
North County Home Loans, Inc March 1998 - February 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Home Equity Lines of..., Refinance, FHA financing, USDA, Residential Mortgages, Loans, Loss Mitigation, Small Business Lending, Debt Consolidation, Credit, REO, Short Sales, Banking, Real Estate, Foreclosures, Loan Servicing, Investment Properties, Residential Homes, Finance, Referrals, Home Equity Loans, VA loans, Reverse Mortgages, Real Estate Financing, Construction Loans, Commercial Mortgages, Certified Mortgage..., Underwriting, First Time Home Buyers, Real Estate Economics, Credit Analysis, Commercial Lending, Sales, Investments, Financial Structuring, Government Loans, Investors, Funding, HUD, Real Estate Transactions, Mortgage Underwriting, Commercial Real Estate, Brokerage, Mortgage Marketing, Lines Of Credit, Consumer Lending
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
BS, Real Estate Finance
Vista High School, Vista CA 1986 — 1989
EDF Renewable Energy November 2008 - Present
EDF Renewable Energy (formerly enXco) November 2008 - December 2012
Citi January 2008 - November 2008
Platinum Community Bank October 2006 - October 2007
HSBC May 2003 - October 2006
State Street Bank - Residential Capital Management March 2002 - May 2003
Citi June 1997 - March 2002
Skills
Renewable Energy, Project Finance, Energy, Project Management, Team Building, Leadership, Business Development, Risk Management, Market Research, Wind, Finance, Contract Negotiation, Contract Management, Negotiation, Alternative Energy, Program Management, Mergers & Acquisitions, Change Management, Project Planning, Sales, Solar Energy, Budgeting, Cost Controls, Communications, Coaching, Cross-functional Team..., Administration and..., Expanding Market Share, Strategic Visioning, Developing Team..., Implementing Strategic..., Bilingual-English/Spanis..., Strategic Partnerships, Identifying Value..., Developing Commercial..., Loss Mitigation, Situational Leadership, Customer Oriented, Root Cause Problem..., New Business Development, Master Supply Agreements, Full project lifecycle..., Supplier Negotiation, Portfolio Performance..., P & L Ownership, Managing Stakeholders, Asset Management, Strategic Reporting, Operational Efficiency, Project Scheduling
Education
California State Polytechnic University-Pomona 1992 — 1997
Bachelor of Science (B.S.)
Commercial Negotiations Best Practices Conference
Charlotte, NC
Effective Communication and Management
University of San Francisco, CA
Managing Sales Organizations
Duke University, NYC, NY
Sprouts Farmers Market April 2014 - Present
Schnuck Markets, Inc. July 2012 - December 2013
Royal Canin June 2013 - September 2013
Citi November 2012 - April 2013
1-800-GOT-JUNK? February 2012 - April 2012
LEGOLAND CALIFORNIA June 2009 - September 2011
Skills
Accounts Receivable, Accounting, Analysis, Forecasting, Microsoft Office, Networking, Statistics, Data Entry, Accounts Payable, Economics and Finance, Mathematics, Customer Service, Quantitative Analysis, Quantitative Analytics, Project Planning, Financial Reporting, Process Improvement, Management, QuickBooks, Auditing, Sales, Access, Google Calendar, Account Reconciliation, Training, Inventory Analysis
Education
California State University-San Marcos 2009 — 2012
Bachelor of Arts, Economics; Economics
Palomar College 2005 — 2009
General Education, Economics, Mathematics
Rabobank, N.A. April 2011 - Present
Citi March 2005 - March 2011
Washington Mutual August 2001 - February 2005
Education
California State University-Bakersfield
Credit College
Royal Bank of Scotland 2010 - Present
Citigroup 2007 - 2009
Citigroup 2004 - 2007
Citigroup 2002 - 2004
Citi 2001 - 2002
Skills
Talent Management
Education
Butler University
BA, English
Citi December 2014 - Present
Tannenbaum Business Brokers January 2014 - December 2014
Herr Foods Inc. February 2012 - March 2013
Peralta's Mini Market June 2008 - January 2012
Thomasville Home Furnishings December 2007 - April 2008
M&M Cleaning Service January 2006 - April 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Business Communications, Learn New Software..., Customer Oriented, Clerical Skills, Negotiation Experiences, Bilingual-English/Spanis..., Teamwork, Microsoft Word, Customer Service, Payroll, Leadership, Administrative..., Public Speaking, Sales, Time Management, Social Networking, Research, Management, Event Planning
Education
Strayer University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cabrini College 2007 — 2008
Bachelor of Business Administration (B.B.A.)
Philadelphia High School for Girls 2003 — 2007
High School Diploma
Quantlab Financial August 2012 - Present
Newedge December 2011 - August 2012
Citi July 2010 - July 2011
Alpha Return Recruiting March 2008 - June 2010
Morgan Stanley August 2005 - February 2008
Skills
Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Applicant Tracking..., Sourcing, Interviews, Executive Search, Internet Recruiting, Human Resources, Employee Relations, Onboarding, Benefits Negotiation, SDLC, Contract Recruitment, Staffing Services, Temporary Placement, Employee Benefits, Vendor Management, Boolean Searching, Sales and Trading..., Quant Recruiting, Networking, Consulting, Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts (BA), History
East West Bank May 2015 - Present
Citi May 2006 - May 2015
Pack Plus Converting May 2004 - May 2006
Skills
Series 63, Credit, Loans, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Financial Services, Mortgage Banking, Sales, Finance, CRM, Investments, Commercial Banking, Portfolio Management, Business Planning, Loan Origination, Analysis, Risk Management, Insurance, Financial Risk, Commercial Lending, Financial Analysis
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor of Science (BS), Human Resources Management and Services
Pasadena City College 2000 — 2002
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
Kiip May 2015 - Present
Kwarter May 2012 - May 2015
San Jose Sharks January 2012 - May 2012
America's Cup Event Authority October 2011 - March 2012
Citi July 2008 - October 2011
Citi July 2005 - July 2008
Millennium Capital July 2004 - October 2004
Skills
Soccer, Client Management, International Sales, Marketing, Account Management, Financial Analysis, Sports Marketing, Sports Management, Sports, CRM, Start-ups, Event Management, Strategic Partnerships, Marketing Strategy, Business Development, Strategy, Sales, Social Media Marketing
Education
University of San Francisco 2011 — 2013
MA, Sport Management
UCLA 2003 — 2005
B.S., Mathematics/Economics
Cabrillo College 2000 — 2003
AS, Mathematics
Selim Pars 1994 — 2000
High School Diploma, Math & Sciences
Bank of the West BNP Paribas Wealth Management Group November 2014 - Present
Citi January 2011 - November 2014
Citi September 2012 - April 2013
Citi March 2007 - January 2011
Citi April 2006 - February 2007
Citi February 2005 - March 2006
Merrill Lynch September 2002 - February 2005
AmSouth Bank January 2000 - September 2002
Skills
Credit, Commercial Banking, Retail Banking, Commercial Lending, Sales Management, Banking, Portfolio Management, Consumer Lending, Series 26, Series 7, Series 66, Life & Health Insurance..., Wealth Management, Securities, Credit Analysis, Loans, Investments, Mutual Funds, Small Business Lending, Credit Risk, Fixed Income, Financial Analysis, Strategic Financial..., Financial Services, Finance, Risk Management, Financial Planning
Education
California State University, Fresno 2013 — 2015
Master of Business Administration (MBA), MBA
University of Alabama at Birmingham 1999 — 2002
Bachelor of Science (B.S.), Finance
University of Minnesota-Duluth 1998 — 1999
Finance, General
Aero Fulfillment Services February 2015 - Present
Triplefin November 2012 - January 2015
mDynamik LLC 2012 - December 2012
Citi January 2011 - March 2012
WellPoint August 2008 - December 2010
Fifth Third Bancorp May 2004 - August 2008
Skills
Program Management, Vendor Management, Leadership, Strategy, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Team Building, Project Management, Executive Management, Business Process..., SDLC, IT Strategy, Mergers & Acquisitions, Product Management, Business Analysis, Project Portfolio..., Change Management, Healthcare, Supply Chain, E-commerce, Mobile Technology, Digital Strategy
Education
Butler University
Bachelor of Science
Georgia State University - J. Mack Robinson College of Business
MBA
University of Notre Dame - Mendoza College of Business
EMBA
Literati Labs, Inc. July 2015 - Present
PyroElectric Games June 2010 - Present
Collision Studios October 2012 - July 2015
BluBox Games October 2012 - July 2015
Citi February 2009 - October 2012
Z-Web Solutions October 2008 - December 2010
Academic Learning Company February 2008 - October 2008
TTA Lending Group March 2007 - December 2007
Power PR March 2006 - March 2007
Skills
Game Development, Business Development, Video Games, Management, Project Management, Mobile Application..., Network Engineering, Realtime Programming, Multiplayer, Game Programming, Marketing Strategy, Game Design, Gameplay Programming, Software Development, Marketing, Mobile Applications, Public Speaking, Network Programming, Programming, iPhone, Sales, iPhone Application..., Mobile Devices, Negotiation, Business Strategy, User Interface Design, User Interface, Leadership, Sales Management, Marketing Communications, Strategic Planning, Mobile Technology, Coaching, Entrepreneurship, Web Development, Network Design, Product Development, Social Game Development, Mobile Game Development
Education
California State Polytechnic University-Pomona 2003 — 2008
Starr Investment Holdings LLC December 2014 - Present
Citi July 2014 - Present
Citi July 2013 - June 2014
Citi July 2011 - June 2013
Apple Inc. June 2010 - September 2010
Lanspeed June 2009 - September 2009
Datatech SmartSoft, Inc. July 2007 - September 2007
Skills
Microsoft Excel, Valuation, Corporate Finance, VBA, Investment Banking, Financial Analysis, Programming, Microsoft SQL Server, Finance, Access, Investments, Bloomberg, Mergers & Acquisitions, Financial Modeling, Equities
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science, Business Administration - Finance
Université Paris-Sorbonne 2009 — 2009
French
CBS Radio January 2014 - May 2015
Cumulus Media November 2013 - January 2014
Peak Broadcasting (KSKS, KMGV, KWYE, KMJ-am, KMJ-fm) December 2007 - November 2013
CBS Radio November 2005 - December 2007
Mortgage Consulting September 2003 - October 2005
Citi August 2003 - January 2005
Skills
Advertising, Marketing, Advertising Sales, Social Media Marketing, Market Research, Cold Calling, Online Advertising, Marketing Strategy, Management, Marketing Research, Social Media, Digital Media, Radio Advertising, Radio, Media Planning, Market Planning, Customer Service, Account Management, Financial Analysis, Facebook Marketing
Education
National University 2010 — 2012
Masters of Business Administration (MBA), Specialization in Marketing
California State University, Fresno 2003 — 2005
Bachelor of Science, Granted; Business Administration; Finance
Fresno City College 1997 — 2000
Business Administration and Management, General
Bullard High School 1992 — 1996
General Education, general education
Wells Fargo Bank July 1992 - Present
Citi 2011 - 2014
Union Bank of California 2007 - 2008
U.S. Bank 2002 - 2004
Wells fargo bank 1999 - 2003
WaMu 2001 - 2002
Wells Fargo January 1999 - January 2001
HSBC 1999 - 2001
Skills
Relationship Management, Project Management, Banking, Financial Analysis, Loans, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Sales Management, Real Estate, Investments, Portfolio Management, Management, Risk Management, Leadership, Finance, Business Development, Strategic Financial..., Business Planning, Credit Analysis, Wealth Management, Valuation, Commercial Lending, Asset Management, Customer Service, Sales, Cash Management, Mutual Funds, Loan Origination, Financial Services, Small Business, Small Business Lending, Commercial Banking, Residential Mortgages, Executive Management, Retirement Planning, Refinance, Equities, Financial Advisory, Investment Advisory, Mortgage Banking, Financial Planning
Education
California Coast University 2007 — 2011
Bonyan 1991 — 2008
California State University-Northridge
Landmark Education
Parthian
Hill-Rom May 2015 - Present
Milan United Methodist Church Trustees January 2008 - Present
Hill-Rom January 2010 - May 2015
Citi January 2008 - December 2009
Forethought Financial Services, Inc. January 2005 - December 2007
Forethought Financial Services, Inc. June 2002 - June 2005
Forethought Financial Services June 2000 - May 2002
Skills
Budgets, Data Analysis, Financial Analysis, Forecasting, Cognos, Cross-functional Team..., Customer Service, Sales, JD Edwards, Teamwork, Marketing, Problem Solving, Pricing, Great People Skills, Marketing Communications, Promotions, PowerPoint, Microsoft Excel, Competitive Analysis, Business Strategy, Insurance, Team-oriented, Analytics, Customer Analytics, Business Intelligence, Customer Presentations, Spreadsheets, Pivot Tables, Cognos 8, Sales Support, Microsoft Office, Pricing Analysis, Pricing Strategy, Lotus Notes, Team Oriented, Contract Review, Troubleshooting, Data Mining, Editing, Business Metrics, Sales Metrics, Financial Metrics, Coaching, Variance Analysis, Training, Sales Presentations, General Ledger, Journal Entries, Financial Planning, Hyperion
Education
Northern Kentucky University 2002 — 2004
MBA, Business Administration
Butler University - College of Business Administration 1996 — 2000
Bachelor of Science, Marketing
Comerica Bank October 2002 - Present
City National Bank October 2001 - October 2002
Citi January 1998 - April 2000
JP Morgan Chase 1999 - 2000
Skills
Retail Banking, Portfolio Management, Commercial Banking, Investments, Credit, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Risk Management, Loans, Wealth Management, Private Banking, Treasury Management, Small Business Lending, Asset Based Lending
Education
California State Polytechnic University-Pomona
Bachelor of Science in Business Administration, Business Administration and Marketing - Product and Brand Management
Charles Schwab January 2011 - June 2013
Capital Finance June 2007 - December 2010
Citi December 2006 - June 2007
Skills
Investments, Financial Planning, Investment Research, Financial Modeling, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
BS, Business- Finance
Cuesta College 2003 — 2005
Montgomery Niemeyer & Co, LLP October 2013 - Present
HKG, LLP May 2013 - August 2013
H&R Block December 2010 - April 2013
WilsonHCG January 2012 - August 2012
ATM on Wheels / ACMS December 2007 - January 2012
Target January 2010 - June 2010
Citi April 2008 - September 2009
Wells Fargo August 2006 - December 2007
Skills
Banking, Tax, Administration, Customer Relations, Customer Service, Problem Solving, Excel, Word, Microsoft Office, PowerPoint, Budgeting, Outlook, Strategic Planning, Account Management, Social Networking, Hiring, Access, Forecasting, Public Speaking, Recruiting, Budgets, Microsoft Excel, Leadership, Financial Reporting, Finance, Sales, Microsoft Word
Education
University of La Verne 2011 — 2013
Masters of Business Administration, Concentration: Accounting
California State Polytechnic University-Pomona 2006 — 2009
Bachelors of Science, Business Administration: Management and Human Resources
City National Bank February 2007 - Present
Citi April 1999 - February 2007
Skills
Commercial Banking
Education
Cal Poly San Luis Obispo
Bachelor of Science
Citi September 2015 - Present
Wells Fargo July 2014 - Present
Wells Fargo Private Bank November 2011 - July 2014
Wells Fargo January 2009 - November 2011
Bank of America January 2008 - January 2009
Wells Fargo January 2007 - February 2008
Wells Fargo February 1997 - January 2007
Skills
Loans, Customer Service, Credit, Retail Banking, Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Banking, Lines Of Credit, Financial Analysis, Cross Selling, Wealth Management, Loan Origination
Education
Cabrillo College
University of Phoenix
Citi October 2014 - Present
Education
California State University, Fresno 1985 — 1990
BS, Busniess Administration, Human Resource Mgt
Furman University 2008 — 2010
Graduate School of Retail Bank Management
BB&T November 2014 - Present
Wells Fargo June 2012 - August 2014
Citi 2009 - 2011
Citi 2004 - 2009
BNY Mellon 2001 - 2004
Lehman Brothers 2000 - 2001
JP Morgan Chase 1993 - 2000
Bank of America 1991 - 1993
Skills
Financial Services, Mergers & Acquisitions, Banking, Structured Finance, Finance, Start-ups, Business Development, Derivatives, Business Strategy, Capital Markets, Business Planning, Securitization, Financial Markets, Hedge Funds, Management, New Business Development, Vendor Management, Credit, Strategic Planning, Strategy, Product Development, Project Finance, Mergers, Sales Management, Business Relationship..., Negotiation, Commercial Banking, Financial Analysis, Business Intelligence, Budgets, Business Analysis, Alternative Investments, Customer Service, Team Building, Key Account Management, Trade Finance, Fund Of Funds, Business Management, Direct Sales, Trust Management, International Project..., Market Analysis, Staff Management, Portfolio Management, CRM, P&L Management, Competitive Analysis, Leadership, Financial Risk, Relationship Management
Education
Cal Poly San Luis Obispo
Graduate Studies, Business and Computer Applications
Humboldt State University
Bachelor of Science, Finance
Citi July 2011 - Present
Goldman Sachs September 2009 - May 2011
Bank of New York Mellon October 2006 - December 2008
JPMorgan Chase January 2002 - October 2006
Citibank December 1999 - January 2002
Citibank September 1995 - December 1999
First Chicago April 1994 - September 1995
Skills
Corporate Trust, Fixed Income, Securities, Financial Markets, Financial Services, Financial Institutions, Structured Finance, Bonds, Capital Markets, Derivatives, Hedge Funds, Relationship Management, Securitization, Structured Products
Education
Butler University 1983 — 1987
BS, Business Administration
American Express March 2014 - Present
Citi October 2007 - Present
Wells Fargo Bank April 1999 - June 2007
Wells Fargo Bank May 1997 - March 1999
Skills
Databases, Unix, System Administration, Visio, Troubleshooting, Security, Perl, SQL, Networking, SDLC, Operating Systems, Agile Methodologies, Technical Support, Access, Microsoft Project, Management, Vendor Management, Analysis, Business Analysis, Leadership, Disaster Recovery, Project Management, Business Requirements, Requirements Analysis, Software Project..., Windows, Integration
Education
Sterling Commerce, Dallas, Texas 2002 — 2002
Certificate, Systems Administration
California State Polytechnic Extended University 1997 — 1997
Certifcate, Computer Science- UNIX System and Networking
California State Polytechnic University-Pomona 1992 — 1996
BS, Computer Information Systems
Citi October 2011 - November 2013
Enterprise Rent-A-Car April 2011 - October 2011
Enterprise Rent-A-Car November 2009 - April 2011
Greencard Pictures July 2009 - August 2009
Tribeca Film Center July 2009 - August 2009
Pleasanton Pool Center June 2003 - August 2009
DLR Sales, Inc December 2006 - April 2009
Skills
Adobe Acrobat, Customer Service, Advertising, Sales, Microsoft Office, Retail, SAP, Databases, Microsoft Excel
Education
California State University-Chico 2004 — 2009
BS, Business Administration
Citi December 2014 - Present
Hanmi Bank 2009 - 2012
Hanmi Bank 2007 - 2009
Hanmi Bank 2004 - 2007
First Bank of Colorado Springs 2002 - 2004
Skills
Banking, Retail Banking, Commercial Banking, Financial Analysis, Risk Management, Financial Risk, Portfolio Management, Bank Secrecy Act, High Risk Businesses, Client On-Boarding, Banking Compliance, Financial Intelligence, Financial Crimes..., Anti Money Laundering, Suspicious Activity..., Deposits, Financial Services, Finance, Analysis
Education
California State University, Los Angeles - College of Business and Economics
Bachelor of Science (B.S.), Business Administration and Finance
Cox Communications August 2004 - April 2014
Citi December 1994 - April 2004
Skills
Sales, Call Centers, Customer Retention, Customer Service, Microsoft Word, Customer Satisfaction, Analysis
Education
California State University, Fresno 1981 — 1983
Bachelor of Arts (B.A.), Mathematics
Solutions Staffing October 2006 - January 2007
Solutions Staffing September 2006 - October 2006
Solutions Staffing January 2006 - March 2006
Citi March 2003 - July 2003
Greater Fresno Area Chamber of Commerce November 2002 - February 2003
Chase December 1997 - June 2002
QWEST COMMUNICATIONS CORP July 1995 - December 1997
Yosemite Park and Curry Co. June 1989 - October 1990
Education
Southeastern College New Port Richey, FL 2014 — 2016
Associate's degree, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Central Florida Institute 2013 — 2013
Associate’s Degree, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Columbus State Community College 2009 — 2011
General Studies
Columbus State Community College 2005 — 2005
Certificate of Completion, Limited Radiography Certificate GMO
KB Institute (Formerly KB Learning Center) 1994 — 1994
Certificate, PC Specialist - Microsoft Office
California State University, Fresno 1993 — 1993
General Studies
Otterbein University 1992 — 1993
General Studies
Fresno City College 1992 — 1992
General Studies
Citi December 2014 - Present
Bank of America January 2014 - December 2014
Bank of America December 2009 - December 2014
Bank of America Home Loans April 2011 - April 2012
Bank of America December 2009 - April 2011
Pacific Capital Bancorp November 2008 - December 2009
Bank of America / Banc of America Investments May 2007 - November 2008
Bank of America 2007 - 2008
Wells Fargo Bank, Wells Fargo Consumer Credit Group May 2002 - February 2007
Skills
Mortgage Lending, Investments, Change Leadership, Investment Management, Leadership, Management, Project Management, Training, Loans, Credit, Banking, Financial Services, Series 7, Sales Management, Loan Origination, Credit Analysis, Credit Risk, Portfolio Management, Small Business Lending, Relationship Management, Retail Banking, Mergers & Acquisitions, Strategy, Finance, CRM, Change Management, Customer Retention, Sales
Education
California Polytechnic State University-San Luis Obispo
BS Business Administration, Financial Management
San Marcos High School
Diploma
Citi
Skills
Banking, Loans
Education
California State University, Fresno 2005 — 2007
Bachelor of Applied Science (BASc), Finance, General
Millworks By Design September 2014 - Present
Millworks By Design September 2014 - January 2015
Citi October 2011 - January 2014
Subway Sandwiches March 2010 - September 2011
Hollister Co January 2009 - November 2009
Skills
Time Management, Exceeding Customer..., Building Relationships, Creativity, Highly detail oriented, Research, Customer Retention, Cross-functional Team..., Team Building, Banking, Market Research, Marketing Strategy, Public Speaking, Exceed Sales Goals, Customer Service, Problem Solving, Microsoft Office, International Trade, Economics, Finance, Outdoor Recreation
Education
California Lutheran University 2012 — 2014
Bachelor of Science (B.S.), Business Management
Moorpark College 2009 — 2012
Business Management
Grace Brethren High School 2005 — 2009
diploma
Town of Oro Valley December 2012 - Present
Asset Assistance Co. LLC April 2010 - November 2012
Citi March 2008 - February 2010
Cynergies Technology Solutions, Inc November 2001 - June 2002
CA Technologies December 1999 - November 2001
Skills
Typing, Data Entry, Microsoft Office, Abacus, ADP Payroll, Background Checks, Multitasker, Critical Thinking, Customer Relations, Customer Service, Customer Satisfaction, Online Marketing, Social Media Marketing, Information Gathering, Administrative Support, Clerical Duties, Clerical Skills, Employee Benefits, Confidentiality, Accounting, Spreadsheets, Telephone Skills, Human Resources, Payroll, Event Management, Accounts Receivable, Filing, Fax, Office Management, Recruiting, Policy, PowerPoint, Event Planning, Social Networking, Employee Relations, Bookkeeping, Office Equipment, Records Management, File Management, Sourcing, Administrative..., Invoicing, Marketing, Outlook, Administrative...
Education
University of Phoenix 2011 — 2012
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration
Pima Community College 2009 — 2010
Paralegal
Butler County Community College 1997 — 1999
Pre-Nursing Studies
Conneaut High School 1990 — 1993
Diploma
Citi January 2014 - June 2014
California College San Diego March 2007 - October 2013
Skills
Student Affairs, Community Outreach, Staff Development, Data Entry, Career Counseling, Public Speaking, Student Development, Student Counseling, Research, Volunteering, Admissions, Academic Administration, Nonprofits, Program Development, Sales, Customer Support
Education
California College San Diego 2008 — 2011
Bachelors of Science, Healthcare Administration
Bardi Co. LLC June 2015 - Present
ATOMCAP INC March 2004 - Present
StormTek March 2004 - Present
Monarch Bay Securities June 2013 - June 2015
Western International Securities May 2004 - September 2008
Citi March 2003 - April 2004
Morgan Stanley Wealth Management September 1999 - January 2003
Skills
Portfolio Management, Capital Markets, Finance, Equities, Hedge Funds, Strategy, Trading, Banking, Mergers & Acquisitions, Asset Management, Private Equity, Start-ups, startups, venture capital, Securities, Valuation, Management, equities trading, emerging markets, commercial lines..., shorting stock, investment banking, private placements, Financial Analysis, Corporate Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1900 — 1999
Bachelor of Business Administration (BBA), Finance, Int'l Business
Citi June 2013 - Present
Wells Fargo November 2010 - May 2013
Chase July 2005 - November 2010
Skills
Customer Service, Sales, Microsoft Office, Event Planning, Project Management, Banking, Financial Services, Public Speaking, Event Management, Public Relations, Social Media, Social Media Marketing, Management, Credit, Loans, Leadership, Relationship Management, Retail Banking, Portfolio Management, Mortgage Lending
Education
Nutley High School 1996 — 2000
Caldwell College
Bachelor of Business Administration (BBA)
Citi October 2013 - Present
Bank of America February 2012 - October 2013
Skills
Marketing Strategy, Marketing, Customer Service, Sales Management, Advertising, First Time Home Buyers, Jumbo Mortgage, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Refinance, Loan Origination, VA loans, Mortgage Banking, FHA financing
Education
California State University-Stanislaus
Bachelor's degree, Business Administration and Management
Renovate America January 2015 - Present
Renovate America November 2013 - December 2014
ID Analytics August 2012 - November 2013
PwC August 2011 - August 2012
Citi August 2008 - July 2011
Citi July 2006 - August 2008
Einstein Industries February 2001 - January 2005
STMicroelectronics May 2000 - February 2001
Skills
Program Management, Project Management, Risk Management, Strategy, Management, Team Leadership, Databases, Vendor Management, Data Analysis, Analysis, Analytics, Process Improvement, Financial Services, Business Analysis, Software Project..., SaaS, Software Documentation, Business Process..., Banking, Requirements Analysis, Outsourcing, Enterprise Software, HTML, Agile Methodologies, Scrum, Credit, SQL, Budgets, Team Building, Business Development, Product Management, Start-ups, SDLC, Forecasting, Portfolio Management, Financial Modeling, Auditing, Financial Analysis, Strategic Planning, Business Strategy, Software Development, PHP, Wireframes, Leadership, Finance, Credit Cards, Management Consulting, Internal Audit, Sales, XML
Education
San Diego State University 2005 — 2006
MBA
Cal Poly State University San Luis Obispo 1994 — 2000
BS, Industrial Technology, Computer Science
East West Bank January 2013 - Present
East West Bank February 2009 - January 2013
Wells Fargo January 2008 - January 2009
Citi April 2004 - January 2008
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Retail Banking, Credit Risk, Portfolio Management, Small Business Lending, Financial Analysis, Mortgage Lending, Cash Management, Financial Risk, Treasury Management, Consumer Lending, Loan Origination, Lines Of Credit, Relationship Management, Credit Cards, Cross Selling, Investments, Financial Modeling, Corporate Finance, Commercial Mortgages, Branch Banking, Business Analysis, Payments, Customer Service, Vendor Management, Bank Secrecy Act, Microsoft Excel, Financial Services, Mortgage Banking, Deposits, Private Banking, Asset Management, Due Diligence, Commercial Banking, Sales Management, Real Estate, Sales, New Business Development, Underwriting, Finance, Risk Management, Management, Microsoft Office
Education
California State Polytechnic University-Pomona 1999 — 2001
Bachelor of science, Business Administration and Management, General
AlphaHill May 2015 - Present
VAEIT March 2015 - Present
DISYS December 2012 - March 2015
Citi January 2011 - December 2012
ROBERTS OXYGEN July 2006 - December 2010
Skills
•Planning,..., •Knowledge and..., •Develop and enforce..., •Maintained stored..., •Schedule jobs using..., •Perform fine grain..., •Tune SQL queries and..., •Implemented the use..., •Managed oracle..., •Installation and..., Oracle, Windows Server, Microsoft SQL Server, SQL, Disaster Recovery, Business Analysis, Business Intelligence, Database Administration, Database Design, Integration, Databases, Data Warehousing, SDLC, Leadership, Requirements Analysis, Management
Education
California Coast University
University of Maryland University College
Senior Executive Servicing and Default May 2015 - Present
SunTrust Mortgage 2011 - 2015
ServiceLink, a Black Knight company 2009 - 2011
Citi 1998 - 2009
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loans, Loan Servicing, Default, Risk Management, FHA, Banking, Loan Modifications, Portfolio Management, Foreclosures, Asset Managment, Investor Relations, Asset Management, Financial Risk, Mortgage Banking, Finance, Loan Origination, Process Improvement, Management, Leadership, Financial Services, Credit, Real Estate, Strategy, Executive Management, Vendor Management, Consumer Lending, Residential Mortgages, Mergers, Business Development, Change Management, Insurance
Education
California Lutheran University
Bachelor of Science (BS)
University of Utah
Citi September 2012 - Present
Travelers Insurance January 2001 - March 2012
Wausau Insurance August 1998 - June 2000
United States Fidelity & Guaranty 1997 - 1998
General Accident Insurance 1996 - 1997
United States Fidelity & Guaranty 1993 - 1996
Allied Specialty Insurance, Inc. 1993 - 1993
CIGNA Property & Casualty June 1988 - 1992
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Commercial Insurance, Workers Compensation, Liability, Training, Negotiation, General Insurance, Reinsurance, Brokers, Umbrella Insurance, Analysis, Customer Retention, Casualty, Customer Service, Goal Oriented, Problem Solving, Commercial Lines, Claim, Team Leadership, Employee Training, Close Attention to..., Organization, Communication, Collaboration, Positive Team Player, Work Ethic, Truth, Microsoft Office, Process Improvement, Casualty Insurance
Education
Butler University - College of Business Administration 1983 — 1987
Bachelor's degree, Business Administration, Graduated Cum Laude
Distractive Media, Inc October 2014 - Present
Citi June 2014 - August 2015
Central Pacific Ski Club September 2013 - March 2014
Citi June 2013 - August 2013
spigit June 2011 - January 2012
Spectra Gases July 2009 - August 2009
Skills
Agile Methodologies, C, CSS, HTML, Java, JavaScript, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Web Development, jQuery, Photoshop, Microsoft Word, Public Speaking, Leadership, Software Engineering
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Citi April 2013 - Present
Skills
Business Analyst, ACBS, Eagle PACE, STAR, Mainframe, AS400, Programmer, Infrastructure projects, Infrastructure, IBM iSeries, Business Analysis, Production Support, Project Management, Troubleshooting, SDLC, Back Office, Business Requirements, Vendor Management, PMO, Software Project..., Requirements Gathering, Visio, User Acceptance Testing, Requirements Analysis, PMP, Project Portfolio..., Waterfall, Program Management, Integration, Gap Analysis, Business Process..., MS Project, Quality Assurance, Change Management, Systems Analysis, Data Warehousing, IT Strategy, Software Implementation, Trading Systems, RUP, Business Process, ITIL, SharePoint, Risk Management, Oracle, Project Delivery, Functional..., IT Management, Software Documentation, SQL
Education
Fairleigh Dickinson University 1987 — 1990
Master's degree, Business Administration and Management, General
Caldwell University 1983 — 1986
Bachelor's degree, Computer Information Systems.
Montclair State College 1980 — 1983
Associate of Arts (AA), Computer Information Systems
Clifton high school. 1976 — 1979
High school diploma., General academic studies.
City National Bank May 2014 - Present
1st Enterprise Bank August 2010 - May 2014
Wells Fargo Bank June 2005 - August 2010
Citi January 1999 - 2005
Skills
Commercial Banking, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Credit, Commercial Mortgages, Construction Loans, Cash Management, Real Estate Economics, Small Business Lending, Financial Analysis, Real Estate, Financial Structuring, Real Estate Financing, Banking, Underwriting, Lines Of Credit, Financial Services, Asset Management, Treasury Management, Credit Risk, Loan Origination, Mergers & Acquisitions, Middle Market, Portfolio Management, Finance
Education
California Lutheran University 1988 — 1992
BS, Business
Moorpark College 1982 — 1988
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
Citi October 2014 - Present
Citi October 2013 - October 2014
Banco Popular de Puerto Rico July 2011 - October 2013
Banco Popular de Puerto Rico July 2005 - July 2011
PepsiCo July 2003 - July 2005
Skills
Strategic Financial..., Portfolio Management, Investment Advisory, Wealth Management, Banking, Cash Management, Credit, Finance, Financial Advisory, Financial Services, Investments, Retail Banking, Mutual Funds, Financial Analysis, Risk Management, Securities, Series 7, Retirement Planning, Loans, Management, Customer Service, Microsoft Office, Leadership, Insurance, Commercial Banking, Financial Planning
Education
University Of Puerto Rico Mayaguez 1996 — 2001
BA, Fianance
California State Polytechnic University-Pomona 1999 — 2000
Exchange Program, Finance, General
American Military Academy 1991 — 1996
Bachelor of Business Administration (BBA)
Fifth Third Bank July 2015 - Present
Aerotek July 2013 - February 2015
MatchPoint Consulting Group 2015 - 2015
The Prundential Insurance Company of America, Newark, NJ. April 2012 - July 2013
Citi February 2007 - July 2011
AWS December 2000 - December 2009
Provident Bank/National City September 2000 - August 2006
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Mutual Funds, Estate Planning, Investment Strategies, Asset Allocation, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Mortgage Lending, Series 7, Insurance, Asset Managment
Education
Regis University 2014 — 2015
Enterprise Resource Planning Graduate Certificate, SAP ERP, 3.5
California Lutheran University 2011 — 2013
MBA in Financial Planning, Financial Planning, 3.1
Kentucky Christian College 1992 — 1996
BS, Bible and History, 3.3
Union Bank January 2015 - Present
Honda Auto Center of Bellevue July 2013 - November 2014
KeyBank January 2006 - March 2012
Wells Fargo September 2004 - November 2005
Citi August 2000 - August 2004
Waterstreet Grill 2000 - 2001
Skills
Commercial Banking, Loans, Consumer Lending, Risk Management, Small Business Lending, Banking, Cross Selling, Retail Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Credit, Loan Origination, Branch Management, Commercial Mortgages
Education
California Polytechnic State University-San Luis Obispo 1997 — 1999
El Cerrito High School 1994 — 1997
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
City National Bank November 2014 - Present
Citi April 2012 - November 2014
JP Morgan Chase March 2011 - December 2011
D. D. Distinguish April 2007 - April 2011
Bank of the West May 2009 - August 2009
US Banccorp March 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Banking, Microsoft Excel, Investments, Insurance, Business Development, Credit, Finance, Leadership, Financial Services, Sales, Accounting
Education
California Lutheran University 2011 — 2013
Master in Business Administration, Financial Planning and Services
University of California, Santa Barbara 2007 — 2010
Bachelor of Arts, Chemistry
Rentech November 2014 - Present
Rentech August 2006 - Present
Allied Capital July 2005 - July 2006
Citi June 2002 - June 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Corporate Development, Due Diligence, Corporate Finance, Divestitures, Financial Analysis, Finance, Mergers, Strategic Planning, Valuation, Capital Markets, Equities, Analysis, Private Equity, Risk Management, Financial Accounting, Documentation, Strategic Negotiations
Education
University of Southern California 1999 — 2002
BS, Finance
California Polytechnic State University-San Luis Obispo 1997 — 1999
Business Administration and Management, General
Brightstar Corp. June 2015 - Present
Brightstar Corp. July 2013 - May 2015
Brightstar August 2012 - July 2013
CSMG June 2010 - August 2012
CSMG July 2008 - June 2010
Citi July 2007 - August 2007
Economic Research Forum May 2007 - June 2007
ABN AMRO June 2006 - August 2006
Skills
Emerging Markets, Segmentation, Competitive Analysis, Financial Modeling, Management Consulting, Research, Management, Business Strategy, Strategy, Business Development, Market Research, Strategic Partnerships, Market Analysis, Business Planning, Product Management, Analytics, Start-ups, Mergers & Acquisitions, Business Analysis, Strategic Consulting, Analysis
Education
University of Pennsylvania 2003 — 2008
BA, Economics, Political Science
Cairo University 2004 — 2006
Medicine
Cairo American College 1997 — 2003
High School, International Baccalaureate
Citigroup April 2014 - Present
Citi October 1997 - Present
Mirus Ltd September 1996 - September 1997
Quality Direct Marketing Services July 1991 - September 1996
Jenkens and Gilchrist. P.C. June 1986 - July 1991
Lyon Worldwide Shipping March 1977 - October 1986
Skills
Global Sourcing, Vendor Management, Contract Negotiation, Contract Management, Supplier Evaluation, Supplier Sourcing, Supplier Risk Management, Team Leadership, Financial Analysis, Leadership, Management, Team Building, Banking, Risk Management, Sales, Project Management, Strategy, Product Management, Business Development, Outsourcing, Credit Cards, CRM, Cross-functional Team..., Program Management, Strategic Planning, Business Strategy, Strategic Sourcing, Business Planning, Customer Service, Procurement, Coaching, Financial Services, Insurance, Marketing, Relationship Management, Training, Marketing Strategy, Portfolio Management, Negotiation, P&L Management, Customer Experience
Education
California State University-Chico 1973 — 1975
BA, Economics
University of Northern Colorado 1972 — 1973
Economics
Citi October 2013 - Present
Citigroup May 2010 - Present
Sprint Nextel Corporation August 2008 - March 2009
Sprint Nextel Corporation February 2006 - August 2008
Equant (formerly Global One) April 2004 - May 2005
Equant (former Global One) August 2001 - March 2003
Global One October 1999 - July 2001
Global One Colombia November 1997 - September 1999
Elisabeth Klug Consulting (Sole Propiertorship) January 1996 - October 1997
A1A Security and Protection July 1995 - January 1996
Skills
SharePoint, Dreamweaver, MS Office Suite, Photoshop, Mac OS X, Illustrator, Content Management, CMS, Web 2.0, Content Strategy, Web Content Management, Brand Development, Information Architecture, User Experience, Web Analytics, Customer Experience, Analytics, Digital Strategy, Social Media, Digital Marketing, Social Media Marketing, Web Development, Online Marketing, Strategy, Corporate Communications, Web Design, Project Management, Strategic Communications, Leadership, Management, Marketing, Creative Direction, E-commerce, Internal Communications, Public Relations, CSS, SEO, Web Project Management, Microsoft Office
Education
Northern Virginia Community College 2007 — 2008
Certificate, Multimedia and Web Design
University of Maryland University College 2005 — 2008
Master in Science, Ecommerce
California State University-Chico 2007 — 2007
Triple Certificate, Project Management Localization
California State University-Chico 2006 — 2006
Triple Certificate, Localization
University of Virginia 2000 — 2002
Certificate, Information Technology
Pontificia Universidad Javeriana 1990 — 1995
B.A., Corporate Communications
Citi July 2012 - Present
HSBC Securities September 2005 - July 2012
New York Life Investment Management June 2000 - August 2005
Skills
Fund Accounting, Accounting, Financial Reporting, Valuation, Securities, Mutual Funds, Investments, Hedge Funds, Fund Administration, Fund Of Funds, Fixed Income, Financial Services, Financial Analysis, Finance, Equities, Bloomberg, Alternative Investments, Account Reconciliation, Banking, Auditing, Cash Management
Education
Caldwell University 2004 — 2008
MBA
Barclays Investment Bank April 2013 - Present
DTCC January 2013 - March 2013
DTCC June 2011 - March 2013
The Bank of New York Mellon June 2007 - June 2011
Citi August 2005 - May 2007
Cantor Fitzgerald, L.P. April 2004 - July 2005
AXA Distributors, LLC November 1999 - April 2004
Skills
Capital Markets, Securities, OFAC, FINRA, Fixed Income, Mutual Funds, Risk Management, Mergers & Acquisitions, Risk Assessment, AML, Compliance, Compliance Testing, Investment Banking, Financial Risk, Financial Services, Hedge Funds, Operational Risk..., Equities, Anti Money Laundering
Education
Butler University 1996 — 1999
Bachelor of Arts (B.A.), French Language and Political Science
Institut d'Etudes politiques de Strasbourg 1997 — 1998
Political Science and Government
Palatine High School 1992 — 1996
US Script February 2015 - Present
US Script March 2014 - February 2015
US Script June 2013 - March 2014
Travelocity Business March 2012 - June 2013
Sabre Travel Network January 2011 - March 2012
Travelocity June 2009 - January 2011
Citi February 2005 - July 2007
Fresno Madera Farm Credit June 2004 - February 2005
Skills
Financial Modeling, Microsoft Excel, Essbase, SAP, Business Objects, Salesforce.com, Financial Analysis, Strategy, Competitive Analysis, Finance, Analysis, Forecasting, Strategic Financial..., Corporate Finance, Management, Budgets, Due Diligence, CRM, Pricing, Portfolio Management, Accounting
Education
ESADE Business School 2007 — 2009
MBA
The University of Texas at Austin - Red McCombs School of Business 2008 — 2008
California State University, Fresno 2000 — 2004
BS, Business Administration - Finance
Jönköping International Business School - Jönköping, Sweden 2003 — 2003
Business
École Supérieure du Commerce Extérieur, Paris, France 2003 — 2003
Marketing
Citibank March 2014 - Present
Citibank February 2012 - March 2014
Citi October 2011 - February 2012
Citibank October 2009 - October 2011
Citibank August 2007 - October 2009
Skills
Banking, Credit, Small Business Lending, Retail Banking, Consumer Lending, Finance, Commercial Lending, Branch Management, Loans, Mortgage Lending, Branch Banking, Commercial Banking, Leadership
Education
California State Polytechnic University-Pomona 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Allan Company February 2011 - Present
MedFocus Radiology Network February 2008 - December 2010
Citi January 2000 - January 2008
PerkinElmer Optoelectronics October 1997 - December 1999
Skills
CCNP, CCNA, MCITP, CLP, CNA, Microsoft SQL Server, Windows Server, Linux Server, VPN, Cisco Technologies, Data Center Management, Data Center..., Data Center Operations, Leadership, IT Management, IT Strategy, Enterprise Architecture, IT Operations, ITIL, Contract Negotiation, Vendor Management, Product Management, Telecommunications, VoIP, Firewalls, Information Security, Network Security, Project Management, Networking, Data Center, Business Analysis, Software Project..., Linux
Education
California State Polytechnic University-Pomona 2000 — 2002
Master of Business Administration, Information Management
University of Sydney 1992 — 1997
Bachelor, Electrical Engineering - Information Systems Engineering
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
Warner Bros. Entertainment Group of Companies May 2010 - Present
Warner Bros. Entertainment Group of Companies July 2007 - May 2010
WellPoint, Inc. April 2003 - July 2007
Thermo Fisher September 2001 - April 2003
Sprint September 2000 - September 2001
Citi July 1992 - September 2000
Skills
Process Improvement, Financial Analysis, Finance, Business Process..., Budgets, Business Analysis, Project Management, Vendor Management, Business Intelligence, Strategic Planning, CRM, IT Strategy, Program Management, Forecasting
Education
California State University Stanislaus
Bachelor of Science (BS), Business Administration and Finance
California State University Stanislaus
Bachelor of Science (BS), Microbiology, General
Citi May 2014 - Present
Barclays January 2013 - April 2014
Barclays November 2011 - December 2012
First Gulf Bank July 2007 - August 2011
Citigroup January 1990 - June 2007
Citigroup 2005 - 2007
Citi Cards NA 2002 - 2005
Citigroup 2000 - 2002
Citi 1998 - 2000
Citi 1996 - 1998
Skills
Credit Cards, Banking, Credit, Risk Management, Retail Banking, Portfolio Management, Operational Risk, Financial Risk, Credit Risk, Loans, Strategy, Relationship Management, Operational Risk..., Consumer Lending, Mergers, Financial Services, Commercial Banking, Credit Analysis, Audit, Governance, Internal Controls, Credit Management, Policy, Payments, AML, Auditing, Basel II, Finance, Fraud, Investments, Investment Banking, Mergers & Acquisitions, Private Banking, Branch Banking
Education
California State University-Bakersfield 1983 — 1985
MBA, Finance
St. Stephen's College 1980 — 1983
B.A. Honors, History
St. Xavier School - Delhi 1968 — 1980
AISSCE
Manheim March 2015 - Present
Manheim January 2015 - Present
Manheim July 2014 - January 2015
Manheim April 2013 - July 2014
Citi June 2003 - March 2013
Central Valley Business Incubator January 2008 - June 2008
Skills
Customer Service, Account Management, Banking, Business Development, Business Planning, Financial Analysis, Leadership, Management, Marketing Strategy, Mutual Funds, Strategic Planning, Team Building, Training, Customer Satisfaction, Customer Retention, Sales Process, Sales Operations
Education
California State University, Fresno 2006 — 2008
B.S., Business Administration, Option: Management
Fresno City College 2000 — 2005
AA, General Education & Lower Division Business
Philips 2008 - Present
Citi June 1993 - June 2008
Jung Brannen 1988 - 1991
Skills
Strategic Planning, Commercial Real Estate, Contract Management, Contract Negotiation, Real Estate, Due Diligence, Facilities Management, Financial Modeling, Asset Management, Corporate Real Estate, Mergers & Acquisitions, Business Development, Negotiation, Valuation, Portfolio Management, Leadership, Market Analysis, Project Management, Financial Analysis, Forecasting, Procurement, Acquisitions, Budgets, Real Estate Development, Disposition, Management
Education
Columbia University - Columbia Business School 1991 — 1994
Master of Business Administration (MBA), International Business and Real Estate
California Polytechnic State University-San Luis Obispo 1979 — 1984
BARCH, Architecture
Citi March 2012 - Present
JP Morgan Chase August 2008 - March 2012
countrywide financial 2003 - 2008
Skills
Credit, Loan Origination, Mortgage Banking, Banking, Mortgage Lending, Credit Analysis, Loans, Residential Mortgages, Refinance, Consumer Lending, Leadership, Branch Management, Real Estate Financing, Retail Banking, FHA, Relationship Management, Real Estate Economics, Finance, Investments, Process Improvement, Series 63, Business Strategy, Cross Selling, Sales, Real Estate, Management, Financial Analysis
Education
California State Polytechnic University-Pomona 2003 — 2005
Bachelor of Business Administration (B.B.A.)
Citrus College 2000 — 2002
business
LAbite February 2015 - Present
24-7 In Touch November 2013 - Present
Wescom Credit Union April 2011 - June 2011
Time Warner Cable November 2009 - April 2011
Citi October 1999 - March 2009
Citi 1999 - 2008
Williams-Sonoma, Inc. February 1998 - October 1999
Skills
Customer Relations, Call Center, Coaching, Customer Service, Team Building, Mentoring, Process Improvement, Problem Solving, Business Strategy, Management, Performance Management, Leadership Development, Customer Satisfaction, Call Centers, Sales, Leadership, Team Leadership, Sales Management, Change Management, Training, Employee Relations, Operations Management, Program Management, Project Management, Vendor Management, Financial Analysis, Sales Operations, Business Process..., Insurance, Human Resources, Cross-functional Team..., Customer Experience, Team Management, Account Management, Retail, Business Analysis, Employee Training, Recruiting
Education
California State Polytechnic University-Pomona 1979 — 1983
Marketing/Behavioral Science
Citi May 2004 - Present
Education
California State Polytechnic University-Pomona 1970 — 1971
BS, Economics
RMC Constructors July 2010 - Present
Citi December 1998 - June 2009
Education
California State University, Fresno 1993 — 1995
BA, Natural History
Fresno City College 1991 — 1993
AA, Natural History
UBS April 2015 - Present
Citi September 2011 - February 2015
BNP Paribas August 2008 - August 2011
Lehman Brothers September 2006 - July 2008
QAD June 2004 - August 2006
Centurychem, Inc 2001 - 2003
Skills
Business Analysis, Fixed Income, Project Management, Requirements Analysis, Forecasting, Management, Agile & Waterfall..., Equities, Requirements Gathering, Scrum, Process Improvement, Use Case Analysis, Axure RP, Test Cases, Visio, Software Testing, SQL, Functional Requirements, Use Case Diagrams, Risk Management, Change Management, Wire Framing, UML, JIRA, Financial Modeling, Bloomberg, TFS, Investment Banking, Derivatives, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, HP Quality Center, UAT Coordination, Finance, SDLC, Process Flow..., Basel II, Financial Analysis
Education
Best High School 1983 — 1994
GED
California State Polytechnic University-Pomona
San Francisco State University
Bachelor of Science (BS), Finance and Financial Management Services
Orion Construction Corporation June 2014 - Present
H&R Block January 2011 - Present
General Atomics June 2011 - June 2014
Vista Industrial Products Inc June 2010 - June 2011
Orion Construction Corporation June 2008 - June 2010
Cal State San Marcos September 2003 - May 2010
Citi September 2004 - June 2008
San Diego Zoo Global July 2001 - September 2005
Skills
SAP ERP, Income Tax, Research, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Teaching, Teamwork, Customer Service, Account Reconciliation, Accounts Payable, Capital Budgeting, Finance, Management, Outlook, Microsoft Word
Education
California State University San Marcos 2003 — 2010
Bachelor of Science in Business Administration, Accounting
U.S. Bank 2014 - Present
JPMorgan Chase 2012 - 2014
Chase 2010 - 2012
Chase 2009 - 2010
Citi 2007 - 2009
Citi 2005 - 2007
ameriquest mortgage 2004 - 2005
JCR Aircraft 2000 - 2004
Skills
Loss Mitigation, Credit, Risk Management, Banking, Credit Risk, Financial Services, Financial Analysis, Cash Flow, Securities, Customer Service, Series 7, Employee Training, Microsoft Excel, Retirement, Accounts Receivable, Coaching Staff, Accounts Payable, Finance, Creative Problem Solving, Microsoft Office, Microsoft Word, 10 Key, Loans, Profit/Loss..., Cost Control, Dispute Resolution, Problem Analysis, Production Planning, Dialers, Mortgage Lending, Meet Deadlines, Product Management, Budgets, PowerPoint, Residential Mortgages, Mortgage Banking, Loan Origination
Education
University of California, Irvine 2014 — 2015
PMP, Project Management
California State Polytechnic University-Pomona 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fullerton College
Associate's degree, Business Administration and Management, General
Merrill Lynch January 2011 - Present
Citi April 2008 - January 2011
Skills
Investments, Portfolio Management, Retirement Planning, Holistic Financial..., Long-term Care, Lending, Needs-based Analysis, Corporate 401k Plans
Education
California Lutheran University 2011 — 2013
MBA in Finance, Financial Planning
San Diego State University-California State University 2004 — 2006
BACHELOR DEGREE, FINANCE
Irene Searles Photography 2005 - Present
Atria Genetics September 2003 - September 2005
Citi January 1985 - August 2003
Vivande Porta Via August 1993 - August 1995
Skills
Social Media, Editing, Digital Photography, Public Speaking, Nonprofits, Photography, Social Networking, Event Planning, Marketing Strategy, Strategic Planning, Blogging, Public Relations, Teaching, Fundraising, Microsoft Office, Sales, Microsoft Word, Media Relations, Video Production, Product Marketing, Event Management, Project Planning, Customer Service, Customer-focused Sales
Education
St. Lawrence University 1979 — 1982
BA, English Literature
California Culinary Academy
Culinary Arts
Citi February 2014 - June 2015
Ameriprise Financial Services, Inc. June 2009 - May 2013
Wells Fargo Investments January 2005 - July 2009
Skills
Financial Advisory, Strategic Financial..., Financial Reporting, Recruiting, Business Coaching, Leadership Development, Business Development, Wealth Management, Series 7, 9, 10, 24, 63..., CA Life & Health, Marketing, Investment Advisory, Financial Services, Retirement Planning, Wealth Management..., Strategy, Leadership, Mergers & Acquisitions, Finance, Management, Business Planning, Training, Sales, Investment Management, Financial Planning, Investments, Mutual Funds
Education
California State University, Fresno 1986 — 1991
BS, Business, Marketing Option
SunEdison May 2015 - Present
Mercuria Energy America, Inc December 2007 - April 2015
JP Morgan Global Commodities December 2007 - September 2014
Bear Stearns December 2007 - March 2008
Citi March 2007 - December 2007
Sempra Energy Trading June 2005 - March 2007
PPM Energy March 2003 - June 2005
PG&E Energy Trading December 1997 - March 2003
Pacific Gas Transmission & PG&E Australia July 1994 - December 1997
Southern California Gas Co 1984 - 1994
Skills
Commodity Markets, Derivatives, Energy, Natural Gas, Commodity, Hedging, Risk Management, Trading, Energy Markets, Renewable Energy, Contract Negotiation, Project Finance, Management, Financial Modeling, Business Strategy, Mergers & Acquisitions, Electric Power, Gas, Strategic Planning, Financial Structuring, Solar Energy
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Aeronautical Engineering
California State University-Bakersfield 1990 — 1993
Masters, Public Administration
freelance January 1985 - Present
editlounge/midi ranch January 1989 - Present
Prudential Financial September 2009 - Present
editlounge/midi ranch January 1989 - Present
New York Life Insurance Company July 2000 - May 2010
Merrill Lynch January 1999 - September 2001
Citi March 1997 - July 1999
Skills
Motion Graphics, Sound Design, Picture Editor, Sound Editor, Film Editing, Video Editing, Videographer, Photographer, Music Creation, Music Composer, Music, Music Editor, Graphic Design, Multimedia Artist, Film Sound, Film Editor, Audio Post Production, Post Production, Final Cut Pro, Producing, Avid
Education
Stevens Institute of Technology 1976 — 1977
no degree, Electrical and Electronics Engineering, B+
County College of Morris 1973 — 1976
Associate of Science (A.S.), Electrical and Electronics Engineering, B+
California Institute of the Arts 1972 — 1973
no degree, Music Composition/Film
NWF Advisory January 2013 - Present
Chase Investment Services Corporation January 2010 - January 2013
Citi August 2008 - January 2010
Washington Mutual, Inc. January 2007 - August 2008
Prudential Financial May 2004 - January 2007
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Estate Planning, Insurance, Financial Services, Wealth, Asset Allocation, Finance, Investment Advisory, Financial Advisory, Financial Planning, Series 63, Portfolio Management, Management, Investment Strategies
Education
University of California, Los Angeles 2013 — 2014
Personal Financial Planner Certificate
California State University-Fresno 1998 — 2004
Bachelor of Science, Finance
A10 Capital May 2013 - Present
UBS Investment Bank March 2010 - April 2013
Citi 2002 - 2010
Crescent Capital Group 2005 - 2006
Skills
Business Valuation, Leveraged Finance, Due Diligence, lbo, IPO, High Yield Bonds, Leveraged Lending, Financial Modeling, New Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Equities, Portfolio Management, Investments, LBO, Valuation, Capital Markets, Financial Analysis, Private Equity
Education
Cal Poly San Luis Obispo 1998 — 2002
BS, Business Administration and Management, General
eagle high school
KSA Capital Management, LLC September 2012 - Present
Citi September 2006 - September 2012
Skills
Financial Reporting, Account Reconciliation, Accounting, Financial Analysis, General Ledger, Fund Accounting, Financial Accounting, Internal Controls, Cash Management, Financial Statements, Auditing, GAAP, Variance Analysis, Accruals, Sarbanes-Oxley Act, Tax, Accounts Payable, Cash Flow, Accounts Receivable, Bank Reconciliation
Education
Caldwell College 2008 — 2010
Master of Business Administration (MBA), Accounting
The College of New Jersey 2002 — 2006
Bachelor of Science, Accounting
Bank of America June 2010 - Present
Bank of America May 2007 - June 2010
Bank of America June 2002 - May 2007
Bank of America October 1999 - June 2002
Bank of America July 1999 - October 1999
Citi July 1997 - July 1999
JPMorgan Chase February 1993 - July 1997
First City, Texas June 1991 - July 1992
Texas Bank of Garland (AVP) January 1984 - June 1991
Skills
Vendor Management, Program Management, Six Sigma, Commercial Banking, Banking, PMO, Business Analysis, Financial Analysis, Financial Risk, Payments, Process Improvement, Business Process..., Project Management, Change Management, Strategy, Credit, Project Portfolio..., Operational Excellence, Risk Management, Cross-functional Team..., Financial Services, Portfolio Management, SDLC, Credit Cards, Retail Banking, Relationship Management, Operations Management, Management, Software Documentation, Requirements Gathering
Education
California State Polytechnic University-Pomona 1977 — 1981
BS
Citi May 2013 - Present
Wells Fargo July 2005 - February 2013
California State Assembly February 2006 - June 2006
Full Spectum Lending February 2002 - May 2004
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Relationship Management, Risk Management, FHA, Vendor Management, Process Improvement, Management, Sales, Sales Management, Financial Analysis
Education
California State Polytechnic University-Pomona
Bachelor's degree, Political Science and Government
Conifer Financial Services 2013 - Present
Citi October 2007 - 2013
Koger Inc 2005 - 2007
Namm Singer, Inc. 2001 - 2005
Skills
Recon Plus, Trading Systems, Account Reconciliation, Hedge Funds, Private Equity, Alternative Investments, Project Management, Back Office, User Acceptance Testing, Business Analysis, Derivatives, Equities, Securities, Fund Accounting, Trading, SDLC
Education
Rutgers University 2007 — 2007
Mini-MBA
New York University 1999 — 2001
Master of Science (M.S.), Information Systems Engineering
Pace University 1998 — 1999
Master of Science (M.S.), Computer Science
Caldwell University 1994 — 1998
Bachelor of Science (B.S.), Business Administration
Caldwell University 1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems
Citi August 2010 - September 2012
Self Employed May 2009 - August 2010
Diskmate December 2007 - May 2009
JPMorgan Chase 2007 - 2008
Countrywide Finance January 2005 - March 2007
Union Bank January 1999 - January 2005
Skills
•Relationship Building, •Domestic and..., •Market Growth and..., •Product Pricing, •Marketing Management, •Negotiation, •Account Management, •Compliance and Risk, •Team Leadership, •Metrics, •Credit Analysis
Education
California State Polytechnic University-Pomona 2001 — 2004
BS, Double: International Business & Marketing
Caxton Associates March 2010 - Present
Citi June 2004 - March 2010
Skills
Fund Accounting, Account Reconciliation, GAAP, Financial Accounting, Fund Administration, Financial Statements, Accounting, Financial Reporting
Education
Caldwell College 2008 — 2012
M.B.A, Accounting
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Citi October 2008 - Present
Indymac Bank January 2003 - September 2008
Infonet March 2001 - January 2003
Education
Cal Poly Pomona
BS, MHR
Viacord August 2011 - Present
Farmers Insurance May 2008 - December 2010
Citi October 2007 - April 2008
Skills
Microsoft Office, Salesforce.com, Sales Management
Education
CSU Stanislaus 1999 — 2001
BA, Organizational Communications
Modesto Junior College 1995 — 1999
AA, Communications
Citizens Bank August 2012 - Present
RBS Citizens August 2010 - August 2012
RBS Citizens May 2009 - August 2010
Wachovia Securities August 2007 - March 2009
Citi March 2006 - August 2007
Enterprise Rent-A-Car May 2002 - March 2006
Skills
Financial Modeling, Forecasting, Budgeting, Financial Analysis, Variance Analysis, Finance, Mortgage Banking, Mortgage Lending, Banking, Credit, Portfolio Management, Financial Services
Education
Strayer University (VA) 2007 — 2009
Master of Business Administration (M.B.A.), Finance
California Lutheran University 1998 — 2002
Bachelor's degree, Business Management
Chase April 2014 - Present
Citi September 2013 - April 2014
Berg Injury Lawyers September 2011 - September 2013
Coast Hills Federal Credit Union April 2010 - August 2011
Wells Fargo November 2006 - April 2010
Skills
Administrative..., Outlook, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Personal Injury, Filing, Office Equipment, Medical Records
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Citi June 2015 - Present
Golden Vision Optometric Center January 2013 - July 2015
Citi August 2014 - June 2015
China Express April 2009 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Sales
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor's degree, Finance and Real Estate
Chase January 2010 - April 2012
Citi February 2008 - January 2010
AT&T April 2007 - August 2007
Best Buy August 2006 - August 2007
USIS October 2002 - June 2006
Skills
Microsoft Office, Windows, LPS Desktop, MSP, FHLMC, FNMA, FHA, VA loans, USDA Loans, Private Loans, Ten Key, Call Centers, Negotiation, Time Management, USDA
Education
Butler County Community College 2004 — 2005
Citi March 2015 - September 2015
Robert Crowder & Co March 2014 - March 2015
Wilshire Financial Network January 2013 - October 2013
Onsite E. Discovery April 2005 - April 2009
Skills
SAP ERP, Net-Plus, JAVA, SQL, Pivot Tables, Vlookup, Visual Basic, Relational Databases, Big Data Analytics, Systems Analysis, Software Applications:..., Configuration of..., Router Configuration, IP Addressing, Subnetting, Income Tax, Real Estate, General Insurance, Financial Reporting, Daily Reports, Marketing Research, Financial Services
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2013
Computer Information Systems
LACC
General Education, Liberal Arts and Sciences/Liberal Studies
Quantitative Management Associates LLC January 2012 - Present
JPMorgan Chase September 1995 - December 2011
Citi September 1985 - August 1995
Skills
Microsoft Office, Manage Client..., Asset Management, Compliance, Securities, Investments, Mutual Funds, Portfolio Management, Capital Markets, Derivatives
Education
Caldwell College
Bachelor of Science (BS), Business Administration and Management, General
Allied Integrated Marketing October 2013 - Present
City National Bank June 2012 - Present
Citi November 2008 - May 2012
Education
California State University, Los Angeles - College of Business and Economics 2008 — 2011
Bachelor's Degree, Television, Film and Media Studies
Bank of the West January 2011 - Present
Bank of the West July 2007 - January 2011
Bank of the West October 1994 - July 2007
Citi August 1992 - October 1994
Citi September 1988 - August 1992
Citi February 1987 - August 1988
Citi March 1983 - February 1987
Skills
Contact Center..., User Acceptance Testing, Workforce Management, Branch Location..., Project Management, Branch Relocation
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Northgate High School 1974 — 1978
reed.co.uk July 2014 - September 2014
Steel Peak Wealth Management July 2013 - August 2013
Citi December 2012 - January 2013
Morgan Stanley December 2011 - January 2012
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Equities, Finance, Fixed Income, Wealth Management, Investments, Investment Strategies, Due Diligence, Financial Structuring, Wealth Management..., Analysis, Economics, Time Management
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master’s Degree, Econometrics and Quantitative Economics
California Polytechnic State University-San Luis Obispo 2011 — 2015
B.S. Economics, Quantitative Economics.
Chaminade High School 2007 — 2011
Citi May 2012 - Present
Skills
Data Analysis
Education
California State Polytechnic University-Pomona 1989 — 1994
Behavioral Sciences
Citi June 2004 - Present
Skills
Banking, Customer Service, Microsoft Office, Leadership, Financial Analysis, Management, Risk Management
Education
California State University, Los Angeles - College of Business and Economics
Bachelor's degree, Social Work
Citi April 2012 - Present
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2014
Bachelor's degree, Accounting
California State University, Los Angeles - College of Business and Economics 2011 — 2014
Bachelor's degree, Accounting
Citi October 2009 - Present
Living Spaces Furniture August 2009 - October 2009
213 Entertainment May 2009 - September 2009
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelor of Science (BS), Finance
Westlake Financial Services May 2015 - Present
U.S. Bank December 2014 - May 2015
Citi November 2012 - November 2014
Industrial and Commercial Bank of China November 2010 - November 2012
World Financial Group (WFG) May 2009 - November 2010
Skills
Underwriting, Business Loans, Home Equity Lines of..., Consumer Lending, Home Equity Loans, Branch Banking, Customer Service, Floor Plans
Education
California State University, Los Angeles - College of Business and Economics 2011 — 2014
Bachelor's degree, Applied Economics
Citi June 2012 - Present
Chase September 2009 - February 2012
Education
California State Polytechnic University-Pomona 2000 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Citi July 2015 - July 2015
Skills
PowerPoint, Social Media
Education
California State Polytechnic University-Pomona 2015 — 2019