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.
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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
Legacy Marketing Group March 2014 - October 2014
Genworth Financial 2013 - 2013
Allstate 2012 - 2012
StoneTree Golf Club August 2010 - September 2011
Citi 2005 - 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Referrals, Long-term Care, Customer Service, Residential Mortgages, Real Estate Financing, Underwriting, Term Life Insurance, Retirement, Financial Services, Sales, Asset Management, Management, Strategic Planning, Marketing Strategy, Sales Management, Marketing, Investments, Small Business, Team Building, Business Development, New Business Development
Education
College of Marin 2014 — 2016
Certificate, Medical Administrative/Executive Assistant and Medical Secretary, A
Dominican University of California
Hanford High & Sonoma Valley High 1979 — 1983
General Education
Citi July 2014 - December 2014
CLASH Scavenger Hunts June 2013 - April 2014
Huck Gee Inc. May 2012 - June 2013
Skills
Operations Management, Management, Event Management, Customer Service, Project Management, Change Management, Microsoft Office, Social Media, Hospitality, Team Leadership, Logistics, Budgets, Coaching, Team Building, Food & Beverage, Communication, Sales, Social Networking
Education
San Francisco State University 2015 — 2017
Bachelor’s Degree, Sociology, 3.8
College of Alameda 2011 — 2015
Associate's Degree, Sociology, 3.9
ZO Skin Health January 2014 - Present
BMC Software January 2011 - April 2013
Citi September 2005 - September 2010
Spiegel May 1998 - September 2005
Skills
Salesforce.com, SharePoint, Outlook, Project Management, Lotus Notes, Access, Oracle, Adobe, WebEx, Concur, P2P, Axiom, Team Building, Large Event Planning, Vendor Management, Microsoft Office Suite, Investor Relations, Invoice Processing, Purchase Management, Microsoft Excel, PowerPoint, Apple Numbers, Apple Pages, Apple keynote, Google Docs, Social Networking, Event Planning, Microsoft Office
Education
Southern New Hampshire University 2015 — 2016
Bachelor of Arts (B.A.), General Studies, Fashion Merchandising
College of DuPage
Associate of Arts and Sciences (AAS) Fashion Merchandising, with Honors
Interior Designers Institute
Certificate, Interior Design
Bryan Cave LLP September 2013 - Present
Dymond Reagor Colville, LLP September 2011 - July 2013
University of North Carolina at Chapel Hill August 2008 - May 2011
U.S. Bankruptcy Court January 2011 - April 2011
UNC Law, Professor Brophy, PhD, MA, JD May 2010 - April 2011
Citi August 2007 - August 2008
Skills
Mediation, Non-profits, Legal Writing, Bankruptcy, Legal Research, Estate Planning, Charitable Gift Planning, Estate Administration, Trademarks, Real Estate Contracts, Social Entrepreneurship, Small Business, Financial Markets, Nonprofits, Legal Advice, Trusts, Westlaw
Education
University of North Carolina at Chapel Hill 2008 — 2011
J.D., Law
College of Charleston 2004 — 2007
B.S., International Business
Citi October 2013 - Present
Middlekauff Auto Group July 2012 - May 2013
Hastings Entertainment 2013 - 2013
Skills
Customer Service, Sales, Supervising, Account Management, Marketing, Data Analysis, Retail, Health Insurance, Life Insurance
Education
College of Southern Idaho
EngagementHealth August 2010 - Present
West Texas State Bank 2007 - Present
Winged Foot Oil Company 2007 - Present
Tabblo 2007 - 2008
MyPublisher 2003 - 2007
Citi 2000 - 2003
Perot Systems 1995 - 1998
Skills
Business Development, Business Strategy, Operational Turnaround, Entrepreneurship, Small Business, Strategic Planning, Information Technology, Executive Management, Start-ups, Board of Directors, Financial Modeling, Marketing Strategy, Process Improvement, Product Management, Business Planning, Investment Banking, Commercial Banking, Due Diligence, New Business Development, Financial Accounting, Financial Analysis, Corporate Finance, Operations Management, Technology Management, Web Applications, Data Modeling, Venture Capital, Strategic Partnerships, Private Equity, Corporate Development
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1992 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
Colgate University 1990 — 1992
Bachelor of Arts (B.A.), Physics
Movement Mortgage, LLC May 2014 - Present
Citi March 2012 - May 2014
Bank of America November 2009 - March 2012
Bank of America November 2007 - November 2009
HSBC January 2006 - November 2007
Skills
Excel, SAS, SQL, Credit Risk, Loss Forecasting, Financial Analysis, Business Analysis, Financial Forecasting, Team Management, Statistical Data..., Regression Analysis, Logistic Regression, Written & Oral..., Cross-functional Team..., ROI Strategies, NPV, Forecasting, Credit, Portfolio Management, Microsoft Excel
Education
University of South Carolina-Columbia 2004 — 2006
Master of Arts (M.A.), Economics
College of Charleston 2000 — 2004
Bachelor of Science (B.S.), Economics
Citi December 2013 - April 2014
JPMorgan Chase Hedge Fund Services February 2010 - April 2012
CREDIT SUISSE USA, LLC February 2009 - November 2009
UBS SECURITIES LLC July 2006 - February 2009
THE DEPOSITORY TRUST CLEARING CORPORATION April 2000 - April 2006
THE DEPOSITORY TRUST CLEARING CORPORATION January 1994 - April 2000
Depository Trust Clearing Corporation January 1992 - January 1994
Skills
Securities, Risk Management, Treasury, Credit Derivatives, Middle Office, Prime Brokerage, Corporate Actions, Asset Allocation, Fixed Income, Capital Markets, Back Office, Operations Management, Dividends, Staff Development, Investment Banking, Hedge Funds, NAV, BAU, SAS70, Compliance, Internal Controls, Settlement, Global Customer Service, Investments, Bloomberg, Securities Lending, Finance, Bonds, Equities, Asset Management, Derivatives, Operational Risk, Financial Markets, Options, AML, Global Custody, Trading Systems, Fund Administration, FINRA, Trading, Banking, Operational Risk..., Market Data
Education
College of Mount Saint Vincent 1979 — 1983
Bachelor of Arts (B.A.), Business/Managerial Economics
College Of Mount Saint Vincent
Bachelor of Arts, Economics, Business
IT Consulting August 2013 - Present
Exelon Energy August 2013 - January 2014
Tata Consultancy Services April 2006 - August 2013
Citi April 2006 - August 2013
Sysvine Technologies Private Limited October 2003 - April 2006
Skills
SQL, Agile Methodologies, Java Enterprise Edition, SOA, SDLC, EAI, Software Project..., TIBCO, Solution Architecture, Hibernate, Enterprise Architecture, TIBCO General Interface, Middleware, Tibco Business Events, Web Services, DB2, PL/SQL, Java, TIBCO iProcess, JMS, Oracle
Education
College of Engineering, Guindy 2003 — 2006
Master's Degree, Quality Engineering and Management
Manonmaniam Sundaranar University 1999 — 2003
Bachelor of Engineering, Computer Science and Engineering
Citi 2013 - Present
Citigroup 2009 - 2013
Citigroup 2007 - 2009
Citigroup 2006 - 2007
Citigroup 2004 - 2006
Aventis Pharmaceuticals 2002 - 2004
Prior Communication & Marketing Experience 1995 - 2002
Education
College of Saint Elizabeth
Bachelor of Science
Carrington Mortgage Services August 2012 - Present
Citi July 2010 - July 2012
Citi June 2004 - June 2010
Skills
Team Building, Mentoring, Building Relationships, Job Coaching, Business Strategy, Business Analysis, Business Process..., Sales, Sales Management, Sales Presentations, Preparedness, Program Management, Management, Time Management, Organization, Sales Effectiveness, Efficiency, Goal Oriented, Goal Setting, Goal Analysis, Exceed Sales Goals, Recruiting, Innovation, Business Intelligence, Internal Controls, Internal Audit, Office Management, Problem Solving, Strategic Planning, Customer Service, Financial Risk, Fitness, Leadership, Credit, Negotiation, Nutrition, Microsoft Office, Presentations, Preparation, Microsoft Excel, Microsoft Word, Mortgage Banking, Loans, Consumer Lending, Loan Origination, Mortgage Lending, FHA, Foreclosures, Refinance, USDA
Education
College of Our Lady of the Elms 1999 — 2003
Bachelor's degree, Marketing/Business
Ludlow Senior High School 1995 — 1999
Apollo Management L.P. May 2015 - August 2015
J.H. Whitney Capital Partners September 2012 - July 2014
Citi August 2010 - June 2012
Houlihan Lokey July 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Private Equity, Investment Banking, Capital, Mergers, Asset Based Lending, Recapitalizations, Asset Allocation, Mergers & Acquisitions, Buyouts, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
BS, Mathematical Economics, Honors
Texans Can Academies July 2007 - March 2015
Countrywide Home Loans June 2006 - July 2007
Indymac Bank May 2005 - May 2006
Citi August 1997 - May 2005
Skills
Public Speaking, Fundraising, Non-profits, Event Planning, Community Outreach, Nonprofits, Program Development, Volunteer Management, Program Management, Leadership Development, Training, Staff Development, Sales, Budgets, Project Planning, Grant Writing, Leadership
Education
Embry Riddle Aeronautical University-Worldwide 1999 — 2005
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations
The University of Texas at Arlington 1997 — 1998
BA, Sociology/Spanish
College of Lake County 1992 — 1995
AA, General Studies
Citi May 2013 - Present
Wells Fargo September 2012 - May 2013
Sprint February 2012 - March 2013
T -mobile May 2008 - January 2011
Verizon Wireless June 2008 - February 2009
Skills
Sales, Banking, Account Management, Customer Service, Loans, Customer Retention, Financial Services, Cold Calling, Sales Management, Relationship Management, Finance, Sales Presentations, Lead Generation, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Customer Satisfaction, Financial Analysis, Investments, Exceed Sales Goals, Outside Sales, B2B Marketing, Consulting, Sales Effectiveness, Face to Face Sales, High Tech Sales, Direct Sales, Customer Oriented, Customer Support, Business Development, Versatility, CRM, Compliance, Sales Process..., Customer Experience, Cross Selling, Bilingual
Education
DeVry University 2015 — 2016
Bachelor of Science (B.S.), Marketing
College of Alameda 2010 — 2012
A.A Behavioral science
Capital Group / American Funds October 2007 - Present
Citi October 2001 - September 2007
Citi October 1999 - September 2001
Citi September 1997 - September 1999
Sole Proprietorship September 1995 - September 1997
Silicon Graphics (SGI) May 1995 - September 1995
Citi November 1991 - August 1994
Citi April 1991 - November 1991
Citi September 1990 - March 1991
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA
Colgate University 1985 — 1989
BA
Sunrun July 2014 - Present
Citi August 2011 - July 2014
CalFinder 2010 - 2011
K-Designers February 2010 - November 2010
Skills
Direct Sales, Marketing Communications, Microsoft Office, Online Advertising, Cold Calling, Lead Generation, SaaS, Sales, Marketing Strategy, Email Marketing, Closing Deals, Team Leadership, Sales Management, Social Media Marketing, Strategic Partnerships, SEO, Social Networking, Selling, SEM, Facebook, Account Management, Solution Selling, Marketing, Salesforce.com, New Business Development, Social Media, Sales Process, Relationship Management, Business Development, B2B, Start-ups, CRM, Sales Presentations, Customer Acquisition, Team Building, Customer Service, Qualifying Prospects, Direct Marketing, Building Relationships, Cross Selling, Business Planning, Credit Cards, Outside Sales, Sales Operations, Negotiation, Contract Negotiation
Education
Golden Gate University, School of Law 2013 — 2017
J.D. (Candidate)
San Francisco State University 2006 — 2008
B.A., Philosophy
College of San Mateo 2003 — 2006
Lower Division, Business and Philosophy
Carlmont High 1999 — 2003
Deloitte May 2015 - Present
L&T Infotech December 2014 - May 2015
Citi December 2014 - May 2015
UST Global March 2012 - December 2014
KPMG US March 2010 - December 2014
UST Global March 2010 - February 2012
UST Global March 2007 - February 2010
UST Global March 2005 - February 2007
Skills
SDLC, Requirements Analysis, .NET, C#, ASP.NET, ASP.NET MVC, Entity Framework, Microsoft SQL Server, XML, JSON, ASP.NET AJAX, jQuery, Agile Methodologies, WCF, Web Services, Software Project..., SQL, PL/SQL, SSRS, Kendo, WPF, Scrum
Education
College of Engineering, Trivandrum 2000 — 2004
Bachelor of Technology (B.Tech.), Industrial Engineering
Vidhyadhiraja Vidhya Mandir
Citi April 2014 - Present
Citi July 2012 - April 2014
Citi May 2011 - August 2011
The Associated Press April 2011 - May 2011
Colgate University September 2010 - December 2010
FTI Consulting May 2010 - August 2010
New Jersey 8th Congressional District Office June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Stata, Data Analysis, Project Management
Education
Colgate University 2008 — 2012
BA, Economics, History, Magna Cum Laude
Citi February 2015 - Present
Citigroup October 2011 - Present
Skills
Auditing, Budgets, Business Process, CISA, Cloud Computing, Consulting, Financial Risk, IT Audit, IT Management, IT Risk Management, Information Security, Information Security..., Internal Audit, Strategy, Vulnerability Assessment
Education
College of Engineering Pune 1992 — 1996
Engineering, Microwave and Radar
Fairleigh Dickinson University
MS, Administrative Science
Balihoo March 2014 - Present
Starcom MediaVest Group May 2011 - March 2014
TMP Directional Marketing August 2006 - April 2011
PNC March 2005 - August 2006
Citi August 1999 - March 2005
Skills
Interactive Marketing, PPC, Media Planning, Mobile Marketing, SEM, Lead Generation, Account Management, Cold Calling, Integrated Marketing, Digital Marketing, CRM, Direct Mail, Email Marketing, Online Advertising, Web Analytics, Advertising, B2B, Google Analytics, Sales, SEO, Digital Strategy
Education
College of DuPage
Citi February 2012 - Present
Citi February 2011 - February 2012
Citi September 2010 - February 2011
FPO Consulting, Corp. September 2009 - August 2010
BeltWide Incorporated February 2008 - September 2009
Ameriprise Financial January 2007 - February 2008
BeltWide Incorporated October 2001 - January 2007
SISSA International December 2000 - August 2001
SISSA International January 1999 - November 2000
SISSA International February 1998 - December 1998
Skills
CRPC, ACAMS, Strategic Planning, Negotiation, Planning, Financial Planning, Economics, Customer Relations, Analysis, Banking, Risk Management, Financial Analysis, Business Strategy, Asset Management, Process Improvement, Insurance, Marketing Strategy, Spanish, Product Development, Problem Solving, Team Leadership, Coaching, Forecasting, Compliance, Team Management, Investments, Research, Business Planning, Teamwork, Microsoft Office, Budgeting, Cross-functional Team..., International Business, Quality Assurance, Accounting, New Business Development, Sales Management, Budgets, Project Planning, Asset Managment, CAMS, AML, Due Diligence, Strategic Financial..., Training, Team Building, Operations Management, Marketing, Strategy, Portfolio Management
Education
Association of Certified Anti-Money Laundering Specialists 2011 — 2011
Certified Anti-Money Laundering Specialist® (CAMS), Banking and Financial Support Services, Certification
College for Financial Planning 2008 — 2008
CRPC, Financial
Universidad Anáhuac del Sur, A.C. 1995 — 1997
MBA, Business
Tecnológico de Monterrey 1990 — 1995
LEM, Marketing & Administration
Colegio Green Hills 1989 — 1990
High School, High School/Secondary Diplomas and Certificates
Tecnológico de Monterrey 1987 — 1990
GED, High School
Colegio Morelos de Cuernavaca AC 1986 — 1989
High School, High School/Secondary Diplomas and Certificates
Ameriprise Financial Services, Inc. December 2011 - Present
ING Financial Partners July 2007 - November 2011
Ameriprise Financial Services, Inc. September 1991 - July 2007
Ameriprise Financial Services, Inc. 1998 - 2002
Ameriprise Financial Services, Inc. 1996 - 1998
Citi 1984 - 1990
Education
College for Financial Planning 1998 — 2000
CFP® practitioner, Financial Planning and Services
Florida Atlantic University 1985 — 1990
Bachelor of Arts (BA), Finance
Citi Cross October 2012 - Present
Citi July 2010 - September 2012
ATD June 2006 - July 2010
Skills
Equities, Options, Securities, Series 7, Equity Trading, Electronic Trading, Trading Systems, Trading, Market Data, Financial Markets
Education
College of Charleston 2002 — 2006
Bachelor of Science, International Business
DeSales Media Group September 2010 - December 2013
College of Saint Benedict and Saint John’s University August 2012 - May 2013
INROADS October 2009 - June 2010
Citi September 2008 - May 2009
Skills
Force Protection, Security Management, Fitness Instruction, Microsoft Office, Emergency Services, Sports Nutrition, Social Networking, Facebook, Office Administration, Internet Savvy, Technology, Business Networking, Multicultural, Hoovers, College Football, Modern Dance, Acting, Rugby, Instagram, Public Speaking, PowerPoint, Social Media, Microsoft Word, Event Planning, Time Management
Education
College of Saint Benedict and Saint John's University 2012 — 2016
Clinical Psychology, Sophomore
Cristo Rey Brooklyn High School 2008 — 2012
High School Diploma, Graduate
Wells Fargo Private Bank November 2003 - Present
Scudder Investments April 2000 - May 2003
Citi August 1997 - April 2000
Skills
Finance, Credit Analysis, Real Estate Lending, Mortgage Banking, Mortgage Underwriting, Tax Analysis, Relationship Management, Negotiation, Customer Relations, Relationship Building, Accounting, Cross Selling, Mentoring, Advising People, Customer Experience
Education
College for Financial Planning 2001 — 2003
Chartered Mutual Fund Counselor (CMFC)
Northern Illinois University - College of Business 1985 — 1990
Bachelor of Science (BS), Finance
Allergan, formerly Actavis plc March 2015 - July 2015
Taproot Foundation November 2010 - December 2014
EngenderHealth October 2012 - August 2014
EngenderHealth January 2011 - October 2012
Rutgers University January 2008 - September 2009
Citi May 2008 - August 2008
The Kintock Group December 2005 - May 2008
National Assembly Abuja, Nigeria November 1999 - August 2005
Skills
Organizational..., Performance Management, Employee Engagement, Onboarding, Training, Employee Relations, Personnel Management, Human Resources, Leadership, Talent Management, Strategy, Project Management, HRIS, Recruiting, Organizational..., Employment Law, Succession Planning, Management, Employee Training, Deferred Compensation, Analysis, Coaching, Interviews, Leadership Development, Training and Development, Business Strategy, Performance Appraisal, Policy, Instructional Design, Benchmarking, Change Management, Training & Development, eLearning and Learning..., HRMS Implementation, Taleo, ComplianceWire eLMS, Brainshark, Strategic Planning, Consulting, HR Policies, Program Management
Education
Rutgers University 2006 — 2009
Master, Human Resource Management (MHRM)
College of Mount Saint Vincent 2012 — 2012
Strategic HR and Labor Relations
Fairleigh Dickinson University 2010 — 2010
Strategic Human Resource Management
University of Lagos 2003 — 2005
Master of Science (M.Sc.), General Management
University of Lagos 1996 — 1999
Bachelors (B.Sc.), Labor Relations and Human Resources
Verifone July 2015 - Present
WestPoint Underwriters November 2014 - July 2015
Citi July 2013 - November 2014
KiteDesk May 2012 - July 2014
Jared the Galleria of Jewelry June 2010 - May 2012
Anthony's barber and beauty studio August 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Windows, Sales, HTML, Research, Software Development, Software Design, Sales Management, JavaScript, Project Management, Entrepreneurship, Time Management
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
College of DuPage 2008 — 2010
Citi March 2014 - Present
Citi (RMS Computer Corporation) July 2013 - March 2014
Think Big Analytics September 2012 - May 2013
Xenopod Inc. March 2002 - April 2013
Creative Circle June 2008 - September 2012
DePaul University March 2012 - June 2012
University of Iowa August 2003 - December 2003
Roadrunner Records 2000 - 2003
Circulation Services Incorporated April 1998 - April 2000
Skills
Statistics, Applied Mathematics, Software Development, Web Development, Research, Bioinformatics, Software Project..., Web Project Management, SAS, R, Perl, Java, XHTML, Weka, Machine Learning, Data Analysis, Writing, Technical Writing, PHP, MapReduce, Hadoop, Predictive Analytics, Programming, SAS programming, Statistical Modeling, Computer Science, Data Mining, Data Science, Databases, Big Data, Statistical Quality..., Statistical Process..., Data Quality, Data Preparation, Reliability Engineering, Mathematical Modeling, Analysis, Analytics, Predictive Modeling, Data Modeling, Operations Research, Data Visualization, SQL, Distributed Systems, Quantitative Analytics
Education
DePaul University 2010 — 2015
MS
Northern Illinois University 2008 — 2010
BS
College of DuPage 2006 — 2008
AS
University of Iowa 2002 — 2006
Downers Grove South 1997 — 2001
Diploma
Citi October 2013 - Present
Johnny Ladders Design May 2013 - Present
Cyber Infrastructure Research and Development Lab for the Earth Sciences 2010 - 2013
College of Charleston Center for the Documentary 2008 - 2010
Skills
Post Production, Digital Illustration, Photography, Video Editing, Videography, Graphic Design, Computer Animation, After Effects, After Effects Scripting, After Effects..., Premiere Pro, Photoshop, Illustrator, Adobe Media Encoder, Final Cut Pro, Canon DSLR, Panasonic Camcorders, Wacom Tablet, Java, JUnit, Test Driven Development, Python, Processing, NetBeans, Subversion, Git, Linux, Vim, OS X, T-shirt Graphics, Computer Science, Adobe Creative Suite
Education
College of Charleston 2008 — 2013
Bachelor of Science (B.S.), Computer Science
College of Charleston 2008 — 2013
Bachelor of Arts (B.A.), Computing in the Arts
Citi January 2015 - Present
Citi November 2012 - January 2015
USAA February 2008 - March 2010
USAA October 2007 - February 2008
USAA January 2007 - October 2007
USAA January 2006 - January 2007
USAA January 2005 - January 2006
USAA January 2003 - January 2005
USAA January 2002 - January 2003
USAA January 2001 - January 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Retirement Planning, Insurance, Financial Advisory, Wealth Management..., Financial Planners, Estate Planning, Wealth, Strategic Planning, 401k, Investment Advisory, Sales, Retirement, Marketing, Investments, Financial Services, Managerial Finance, Leadership, Mutual Funds, Fixed Annuities, Budgets, Life Insurance, Investment Strategies, Team Leadership, Call Centers, Strategy, Program Management, Sales Management, Securities, Business Planning, Process Improvement, IRAs, Start-ups, Management, Asset Allocation, Integration, Financial Analysis, Operations Management, Loans, High Net Worth..., Banking, Retail Banking, Risk Management, Enterprise Software, Finance, Portfolio Management, Asset Management, Mortgage Lending
Education
St. Mary's University 1994 — 2002
MBA
The University of Texas at San Antonio 1986 — 1991
BBA, Accounting
College for Financial Planning 1995 — 1997
CFP
The American College 1991 — 1993
ChFC
The American College 1998 — 1999
CLU
College for Financial Planning 2006 — 2006
AWMA
College for Financial Planning 2001 — 2001
CRPC
NASD
Series 7, 63, 24 & Group 1 licenses
Sierra Trading Post August 2015 - Present
Element Church - Wyoming June 2014 - Present
Sierra Trading Post November 2014 - July 2015
Wells Fargo March 2014 - October 2014
Amadeo Vineyard Community Church July 2013 - December 2013
Dish Network July 2013 - December 2013
Citi October 2012 - July 2013
Celebrate Community Church October 2011 - July 2013
KDLT TV October 2011 - June 2012
KTWO TV February 2011 - August 2011
Skills
Videography, Audio Editing, Video, Broadcast Television, Video Production, Multimedia, Emcee, Sales, Event Management, Photography, Camera Skills, Audio Post Production, Video Editing, Sony Vegas Video, Avid, Photoshop, Final Cut Pro, Entertainment, Audio Engineering, Public Speaking, Editing, Film Production, Sound, Broadcast, Post Production
Education
College of DuPage 2007 — 2010
Certificate, Motion Picture & Television
Glenbard East High School 1991 — 1995
Citi July 2012 - Present
Citi May 2011 - August 2011
Citi May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Access, SharePoint, SharePoint Designer, International Relations, Public Speaking, Leadership, Finance
Education
Colgate University 2008 — 2012
Bachelor of Arts, Economics, Political Science
Neuberger Berman 2014 - Present
Transamerica 2009 - 2014
Merrill Lynch 2005 - 2009
Citi 2002 - 2005
Paychex 1999 - 2002
Vestax Securities Corporation 1991 - 2002
Skills
Mutual Funds, Investments, Asset Managment, Separately Managed..., Alternative Investments, Tactical Asset..., Retirement Planning, Retirement Plan..., Wealth Management, Equities, Fixed Income, Series 7, Series 65, Series 6, Series 63, IRAs, Asset Management, 401k, Retirement, Fixed Annuities
Education
College for Financial Planning 2006 — 2006
CRPC®
Institute of Business & Finance (IBF) 2004 — 2004
CFS®
University of Central Missouri 1987 — 1991
Bachelor of Science in Business Administration
Citi August 2012 - Present
Demar Direct February 2011 - August 2012
Superior Mailing Services July 2009 - February 2011
RiverPoint July 2009 - September 2009
Daystar Data Group November 2004 - January 2009
DataMart Direct, Inc. August 2003 - November 2004
World Marketing April 2003 - June 2003
Convergys August 2000 - December 2002
Experian February 1999 - August 2000
Chicago Tribune April 1993 - February 1999
Skills
Digital Marketing, Databases, Data Warehousing, Database Administration, Data Modeling, Data Analysis, Data Mining, SharePoint, SQL, Microsoft SQL Server, SQL Server Management..., SAS, SAS programming, InDesign, Photoshop, Illustrator, Direct Marketing, Business Intelligence, Direct Mail, Database Marketing, Email Marketing, Analytics, Business Analysis, Project Management, Database Admin, Requirements Gathering, Visio, SDLC, SEO, Web Analytics, E-commerce, Database Design, Team Leadership, Access, Microsoft Office, Lead Generation, Segmentation, Software Project..., Strategic Planning, Account Management, Vendor Management, Oracle, Microsoft Excel, Requirements Analysis, HTML, Online Advertising, Systems Analysis, Unix, Multi-channel Marketing, Analysis
Education
Roosevelt University 1987 — 2011
College of DuPage 1985 — 1987
Associate of Arts and Sciences (A.A.S.), A.A.S. Mainframes & A.S. Data Processing
Lake Park High School 1981 — 1985
Mann Travels October 2013 - Present
Liberty Travel April 2011 - October 2013
Citi October 2007 - March 2011
Fannie May Confections Brands Inc. October 2004 - October 2007
Godiva Chocolatier September 2003 - September 2004
Fannie May Confections Brands Inc. January 2001 - September 2003
Addison Public Library June 1998 - August 2000
Skills
Customer Service, Sales, Travel Management, Business Travel, Travel Planning, Customer Satisfaction, Tourism, Marketing, Event Planning, Microsoft Office, Event Management, Microsoft Excel
Education
College of DuPage 2001 — 2003
Associate of Arts (A.A.), Journalism
Addison Trail high School 1996 — 2000
high school diploma, General Studies
Fidelity Investments August 2015 - Present
Fidelity Investments April 2013 - Present
Citi April 2012 - April 2013
First Bank August 2006 - November 2011
East Bay Financial Planning Association 2002 - 2011
Lodestar Private Asset Management LLC August 2000 - August 2006
FPA NorCal Conference August 2004 - April 2005
American Century Brokerage January 1998 - August 2000
Wells Fargo Bank September 1996 - January 1998
Skills
Asset Management, Pensions, Deferred Compensation, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds, 401k, Succession Planning, Retirement Planning, Investments, Portfolio Management, Estate Planning, Investment Advisory, Financial Advisory, Equities, Series 7, Fixed Income, Investment Strategies, Retirement, Risk Management, Securities, Financial Analysis, Wealth, Financial Modeling, Strategic Financial...
Education
College for Financial Planning 2013 — 2014
Masters of Science, Financial Planning
University of California, Berkeley 1996 — 2000
Certificate, Certified Financial Planner Program
San Jose State University 1989 — 1992
Bachelors, Business Administration
Woodside Priory School 1982 — 1986
HS Diploma, College Prep Education
Citi June 2014 - Present
Citi 2010 - June 2014
Citi 2004 - 2010
CGI 2000 - 2004
IMR / IMR Global 1992 - 2000
Education
Keller Graduate School of Management, Chicago, IL 1999 — 2001
MBA, Project & Product Management
College of Engineering, Trivandrum 1988 — 1992
B.Tech, Electrical & Electronics
Citi June 2009 - Present
NASA Goddard Space Flight Center January 2005 - May 2008
Automated Trading Desk, a Citi company May 1998 - January 2005
NASA Goddard Space Flight Center May 1997 - May 1998
Skills
Trading Systems, Electronic Trading, Equity Trading, Low Latency Trading, Automated Trading, Exploratory Data..., Data Science, High Frequency Trading, Alternative Trading..., Market Microstructure, Data Analysis, Process Automation, Statistical Data..., Predictive Analytics, Predictive Modeling, Quantitative Research, Quantitative Analytics, Business Intelligence, Business Strategy, Business Analysis, New Business Development, Scientific Analysis, Scientific Presentation, Scientific Programming, Scientific Computing, LiDAR, Equities, Market Data, Trading, Matlab, IDL, Data Mining, Hedge Funds, Algorithms
Education
University of Maryland College Park 2005 — 2007
Physics, Remote Sensing
College of Charleston 2003 — 2004
Mathematics
College of Charleston 1994 — 1998
BS, Physics, Mathematics
Citi October 2010 - Present
TD Ameritrade May 2009 - October 2010
JPMorgan Chase February 2007 - April 2009
Smith Barney April 2002 - February 2007
Smith Barney April 2000 - April 2002
Smith Barney August 1999 - April 2000
Dow Jones/The Wall Street Journal October 1998 - August 1999
General Media International October 1997 - October 1998
Skills
XHTML, AJAX, Integration, CSS, Business Analysis, Web Project Management, Full SDLC, XML, Requirements Gathering, Web Development, User Experience, Project Management, User Interface, Software Documentation, PMP, Strategy, SDLC
Education
Colgate University 1990 — 1994
BA, History, Chinese
Nanjing University 1993 — 1993
Chinese
University School of Milwaukee 1982 — 1990
RBC Capital Markets June 2014 - Present
Citi January 2013 - June 2014
Citi June 2011 - January 2013
Bank of America Merrill Lynch January 2010 - June 2011
Banc of America Securities June 2006 - January 2010
Banc of America Securities March 2004 - June 2006
Skills
Leveraged Finance, Finance, Fixed Income, Capital Markets, Investment Banking, Banking, Financial Modeling, Valuation, Credit Risk, Credit, Corporate Finance, Due Diligence, Mergers, Investments
Education
Colgate University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Atlantic Home Loans June 2013 - Present
Academic Computing Center, College of St. Elizabeth September 2009 - Present
Morgan Stanley Private Wealth Management June 2012 - August 2012
Citi June 2011 - August 2011
2010 KATOWICE DISTRICT COURT May 2010 - August 2010
Lucjan Wronski Law Office January 2008 - June 2009
Skills
Foreign Languages, Interpersonal Skill, Leadership, Innovation, Determination to Succeed, Management, PowerPoint, Fundraising, Volunteering, International Relations, Training, Research, Event Planning, Microsoft Word, Public Speaking, SPSS, Social Networking, Student Development, Public Relations, Software Documentation, Sales, Teaching, Spanish, Accounting, Outlook, Microsoft Office, Student Affairs, Nonprofits, Critical Thinking, Community Outreach, Microsoft Excel, Higher Education, Editing, Data Analysis, Tutoring, Marketing, Time Management, Analysis, Teamwork
Education
College of Saint Elizabeth 2009 — 2013
Bachelor, Internatioanl Relations, Business and Spanish
Citi September 2015 - Present
Skills
Operations Management, Program Management, Shared Services, Procure-to-Pay, Supplier Risk Management, Procurement, Accounts Payable, Finance Transformation, Business Process, Organizational..., Process Migration, Outsourcing Management, Internal/External..., Business Process..., Offshoring, Outsourcing, Management Consulting, Strategy, Change Management, Cross-functional Team..., Project Management, Process Improvement, IT Strategy, Supply Chain Management, Vendor Management, Leadership, SAP, Sourcing, Project Portfolio..., Business Transformation, Business Process..., Management, Financial Services, PMO, Risk Management, Consulting, Finance, Team Building, Banking, Executive Management, Relationship Management
Education
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
College of Engineering, Trivandrum 1988 — 1992
B.Tech, Electronics & Communication Engineering
Mannam Memorial Residential High School 1976 — 1986
University of Kerala
Citi December 2014 - Present
JPMorgan Chase December 2013 - December 2014
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase December 2011 - December 2012
Adecco Staffing, USA June 2010 - December 2011
Skills
PowerPoint, HTML, Outlook, Microsoft Excel, MS Project, Visio, Data Analysis, Project Management, Clarity, IT Solutions, Program Management, Process Engineering, Business Process..., MIS, SPSS, SQL, CSS, Leadership
Education
Stony Brook University 2009 — 2010
Master of Arts, Public Policy
Colgate University 2005 — 2009
Bachelor of Arts, History
Citi August 2010 - Present
Citi August 2009 - August 2010
Citi March 2007 - August 2009
Citi March 2005 - March 2007
Skills
Proficient using, Microsoft Excel, PowerPoint, Microsoft Word, SQL, SAS
Education
Colgate University 1993 — 1997
Bachelor's degree, Economics and Latin American Studies
American Mortgage Consultants, Inc. June 2014 - Present
Citi June 2009 - January 2014
National Bank of Kansas City May 2008 - June 2009
Indymac Bank March 2006 - March 2008
First Franklin April 2004 - February 2006
Easton Technical Products March 2001 - September 2002
Easton Technical Products July 2000 - March 2001
Skills
Loans, Mortgage Lending, Risk Management, Underwriting, Management, Budgets, Sales, Financial Risk, Credit, Mortgage Banking, Loan Origination, Residential Mortgages, Training, Credit Analysis, Banking
Education
Western Governors University 2008 — 2009
Bachelor of Science
University of Utah 1998 — 2000
Environmental Studies
College of DuPage 1995 — 1998
Pershing, a BNY Mellon company July 2014 - Present
After Stonewall Productions February 2010 - Present
In The Life Media September 2009 - February 2010
The Levin Institute April 2009 - February 2010
MediaMerx June 2009 - August 2009
MediaMorph April 2009 - August 2009
The Center April 2006 - May 2009
The Bank of New York Mellon March 2005 - May 2009
Citi January 2003 - March 2005
Citigroup January 2001 - January 2003
Skills
Video, Video Production, New Media, Social Networking, Final Cut Pro, Video Editing, Program Management, Television, Blogging, Business Analysis, Product Management, Social Media, Product Development, Film, Film Production, Problem Solving, SEO, Fundraising, Troubleshooting, Testing, Six Sigma, Feature Films, Short Films, Journalism, User Experience, Final Cut Studio, Editing, Production Management, Field Producer, Product Strategy, Production, Film Editing, Film Finance, E-commerce, Business Strategy, Business Intelligence, Web Design, Usability, User Interface Design, User Interface, Wordpress, Web 2.0, Avid Media Composer, Multimedia, Post Production, Storytelling, Strategy, Entrepreneurship, WordPress
Education
Colgate University
Bachelor's Degree, Chemistry French Double Major
Rye High School
Diploma, Chemistry, French
Wells Fargo Advisors, LLC February 2006 - Present
Wachovia Securities 2007 - 2008
A.G. Edwards & Sons, Inc. 2006 - 2008
Northwest Ohio Literacy Council 2006 - 2008
Riverbend Homeowners Association 2004 - 2006
Ford Motor Company 1999 - 2006
Lima Masonic Center 1999 - 2001
Bank One November 1997 - March 1999
Citi March 1995 - November 1997
Skills
Investments, Mutual Funds, Securities, Financial Advisory, Financial Services, Fixed Annuities, Finance, Retirement, Insurance, Retirement Planning, Bonds, 401k, Investment Strategies, Life Insurance, Small Business, Asset Allocation, ETFs, Stocks, Retirement Plan..., Retirement Savings, Point & Figure..., Relative Strength..., Exchange Traded Funds, Varriable Annuities, Indexed Annuities, Structured Products, Certificates of Deposit, 401(k) Rollovers, Fixed-Income Strategies, Investment Planning, Microsoft Office,..., Stock Analysis, Estate Investment..., Concentrated Stock..., Wealth Preservation...
Education
Bowling Green State University 1985 — 1990
Bachelor of Science, Technology; Business & Technology related studies
Lima Senior High School 1980 — 1983
College for Financial Planning
AAMS, Accredited Asset Management Specialist
Brown Brothers Harriman June 2015 - Present
Citi January 2014 - June 2015
Jaffe & Koumordas, LLP and Country-Wide Insurance Company January 2013 - May 2013
Neil A. Weinrib & Associates June 2012 - August 2012
Kings County District Attorneys Office August 2011 - November 2011
Neil A. Weinrib & Associates June 2011 - August 2011
Rochdale Investment Management June 2008 - August 2008
Skills
Legal Research, Research, Immigration Law, Motions, Litigation, Legal Writing, Trials, Intellectual Property, Transactional Law, Microsoft Office, Hearings, Criminal Law, Lexis, Courts, Civil Litigation, LexisNexis, Corporate Law, Westlaw
Education
Hofstra University School of Law 2010 — 2013
JD, Law
Colgate University 2005 — 2009
BA, Political Science, Economics
Horace Mann School 2001 — 2005
Citi January 2015 - July 2015
Citi June 2013 - December 2014
Skills
C++, Linux, Algorithms, Programming, Python, Java, Operating Systems, Software Development, Ultra Low Latency, Kernel Programming, C, Databases, JavaScript, Machine Learning, SQL, Data Structures, Artificial Intelligence, Unix, Matlab, Debugging
Education
Stony Brook University 2015 — 2016
Master of Science (M.S.), Computer Science
College of Engineering Pune 2010 — 2013
Bachelor of Technology (B.Tech.), Computer Science, 8.43/10 (First Class with Distinction)
Clarient Global LLC December 2014 - Present
Citi January 2014 - December 2014
Citi October 2012 - January 2014
Noven Pharmaceuticals June 2012 - September 2012
Edward Jones Investments April 2012 - June 2012
Sigma Chi Fraternity March 2011 - March 2012
Skills
Budgets, Analysis, Finance, Microsoft Excel, Business Planning, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Leadership, Outlook, VBA, Data Analysis, Time Management
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Arts (B.A.), Finance
College of Central Florida 2007 — 2008
Dual Enrollment
Citi July 2015 - Present
Citi January 2015 - June 2015
Citi July 2011 - December 2014
Skills
Credit Risk, Credit Analysis, Underwriting, Financial Analysis, Business Analysis, Credit, Banking, Portfolio Management, Financial Modeling, Finance
Education
Colgate University 2007 — 2011
Bachelor of Arts, Political Science, Economics
Columbia Grammar and Preparatory School 2001 — 2007
Davion Inc. April 2009 - Present
ProtoExchange October 2012 - May 2015
Citi July 2007 - April 2009
Skills
Marketing Strategy, Product Development, Business Strategy, Entrepreneurship, New Business Development, Strategic Planning, Start-ups, Marketing, Social Media, Social Media Marketing, Product Management, Business Development, IPO, Finance, Strategy
Education
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Seton Hall Preparatory School 1999 — 2003
Diploma
Citi September 2008 - January 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
College of Alameda 2011 — 2014
Sperry Van Ness February 2015 - Present
Resi Property Interests, LLC January 2014 - Present
Fort Hood Area Rental Properties October 2006 - Present
Citi August 2013 - February 2015
FDIC November 2009 - July 2013
US Army December 2002 - June 2008
Skills
Process Improvement, Financial Analysis, Risk Management, Contract Management, Government Contracting, Foreclosures, Real Estate Investment, Real Estate Finance, Real Estate Investor, Organizational..., Operations Management, Operational Planning, Asset Management, Property Management, P&L Ownership, Project Management, Asset Managment, Military, Real Estate Economics, DoD, Military Experience, Army, Investment Properties, Security Clearance, Leadership, Cross-functional Team..., Program Management, Strategy, Analysis, Management, Military Operations, Training
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance, General
College for Financial Planning 2006 — 2009
Master of Science (M.S.), Financial Planning
University of Colorado at Boulder 1998 — 2002
BS, Finance
Saint Thomas Academy 1994 — 1998
KPMG US March 2014 - Present
PepsiCo January 2014 - March 2014
MetLife February 2009 - January 2014
Citi August 2005 - February 2009
Morgan Stanley May 2004 - August 2005
New Hampshire Public Television October 2003 - March 2004
Comcast January 2002 - April 2003
AT&T Broadband January 1999 - January 2002
MediaOne June 1992 - December 1998
Skills
Multimedia, Digital Media Services, Video Production, Television Producing, Creative Services, Marketing Communications, Internal Communications, Corporate Communications, Broadcast, Digital Media, Video, Television, Entertainment, Video Editing, Public Relations, Strategy, Facebook, Marketing, Blogging, Creative Direction, Financial Services, Editorial, Content Strategy, TV Production
Education
Colgate University 1981 — 1985
BA, Psychology
Robis Elections February 2014 - Present
LifeWatch January 2010 - February 2014
Citi February 2006 - January 2010
Skills
Process Improvement, Cross-functional Team..., Quality Assurance, Medical Devices, Healthcare, Product Launch, Software Documentation, Product Development, Product Management, Market Development, FDA, Pharmaceutical Industry, Quality System, Customer Service, Time Management, Leadership, Sales, Management, Team Building
Education
College of DuPage 2000 — 2002
New York University January 2015 - Present
Citi December 2012 - Present
Holmdel Township School District April 2010 - Present
New York Life Insurance Company May 2011 - April 2012
Global Crossing June 2002 - May 2011
Makovsky and Company January 2001 - May 2002
Brodeur Worldwide November 1996 - December 2000
DeCordova Museum and Sculpture Park February 1991 - November 1996
Gehrung Associates 1989 - 1990
WMUR-TV 1988 - 1989
Skills
Internal Communications, Executive Communications, Crisis Communications, Intranet Strategy, Feature Writing, Speech Writing, Public Speaking, Social Media, Public Relations, Message Development, Political Campaigns, Employee Engagement, Strategic Communications, Telecommunications, Technology, Communication Training, Leadership, Build Strong Teams, Management, Executive-level..., Feature Articles, Start-ups, Program Management, Social Media Marketing, Corporate Communications, Business Strategy, Strategy, Editing, Marketing, Press Releases, Event Planning, Nonprofits, Change Management, Team Leadership
Education
Seton Hall University 2012 — 2012
Post-Graduate Professional Certificate, Social Media
Colgate University 1977 — 1981
BA cum laude, History and Political Science, 3.39
Citi April 2012 - Present
University Center of Lake County July 2010 - June 2012
Independent Contractor June 2011 - April 2012
Consulting April 2011 - March 2012
Ameriprise Financial August 2009 - June 2011
Consulting June 2010 - March 2011
MainStreet Libertyville February 2010 - February 2011
Allstate Insurance January 2007 - July 2009
Allstate Insurance January 2004 - December 2006
Allstate Insurance December 2000 - December 2003
Skills
Requirements Analysis, Troubleshooting, Word, Writing, Windows, Wordpress, Analysis, Business Analysis, Blogging, Customer Service, Change Management, Documentation, Data Analysis, Excel, Editing, Education, Hardware, Health, Internet, ITIL, Journalism, Kaizen, Lotus Notes, Program Management, Non-profits, Microsoft Office, Outlook, Software Documentation, Project Planning, Management, Microsoft Word, Microsoft Excel, Marketing, Quality Assurance, Training, Teamwork, Budgets, Leadership, Technical Writing, Networking, Call Centers, Requirements Gathering, Access, SharePoint, Software Development, Time Management, Technical Support, Vendor Management, Six Sigma
Education
MicroTrain 2010 — 2011
IT Management
College of Lake County 1994 — 2001
Microcomputer for Business Certificate, Computers and Technology
University of Wisconsin-Eau Claire
Bachelor of Arts, Liberal Arts
Citi August 2010 - Present
Marsh October 2008 - July 2010
Marsh June 2007 - September 2008
Active Health Management August 2005 - June 2007
Freddie Mac August 2004 - August 2005
Marsh (MMC) June 2002 - August 2004
Larsen & Toubro Infotech 2000 - 2004
L&T Infotech Limited 2000 - 2004
Skills
Websphere, Project Management, Program Management, SDLC
Education
University of Pune 1999 — 2000
CDAC, Advance Computer course
College of Engineering Pune 1988 — 1991
BE, Engineering
Pune University
Citi November 2014 - Present
J.P. Morgan 2012 - 2014
EY 2004 - 2012
Hertz 2002 - 2004
Skills
Internal Controls, SOX, Enterprise Risk..., Risk Assessment, Compliance, Internal Audit, Project Management, Impact Assessment, Operational Risk..., Business Analysis, Matrix Management, Cost Saving Initiatives, Process Improvement, Operational Risk, Operational Control, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process
Education
College of Business 1998 — 2002
BS, Accounting
Sofia University St. Kliment Ohridski 1994 — 1997
N/A, Czech Philology
Citi April 2009 - Present
RoundPoint Financial Group 2012 - 2014
RoundPoint Financial Group 2012 - 2014
NewDay Financial 2010 - 2012
Ameriprise Financial Services, Inc. August 2006 - April 2009
Tower Mortgage April 2000 - August 2006
Tower Mortgage and Finance April 2000 - August 2006
Skills
Investments, Asset Managment, Loans, First Time Home Buyers, Customer Service, Derivatives, Analytics, Employee Benefits, Compliance, Equities, Economics, Foreclosures, Leadership, Lead Generation, Leases, Market Analysis, Financial Modeling, Motivation, Motivated self-starter, Mutual Funds, Nonprofits, Outsourcing, Risk Assessment, Salesforce.com, Direct Sales, Supervisory Skills, Income Tax, Multi Tasking
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Radford University 1994 — 1999
BA, Psychology/ Finance
Thomas Dale 1990 — 1994
Diploma, General Studies
UMUC
BA, Finance
Radford University
Thomas Dale High
University of Maryland University College
Citi July 2015 - Present
IHOP June 2014 - Present
YMCA January 2014 - August 2014
YMCA July 2013 - August 2014
Auntie Anne's, Inc. March 2013 - June 2013
IHOP December 2001 - August 2012
IHOP January 2009 - January 2012
IHOP 2001 - 2012
IHOP January 2006 - January 2009
Noahs Bagels September 2005 - July 2006
Skills
Training, Interviews, Process Scheduler, Restaurant Management, Restaurants, Time Management, Food Service, Customer Service, Hiring, Microsoft Office, PowerPoint, Employee Training, Microsoft Word, Food, Cooking, Food Safety, Cpr Certified, Food, Food Preparation, POS, Inventory Control, Profit, Cash Handling Experience, Phone Etiquette, Teamwork, Data Entry, Inventory Management, Microsoft Excel, Management, Team Leadership, Cashiering
Education
College of San Mateo
Skyline College
The UPS Store 2006 - Present
Citi May 2006 - January 2007
Skills
Store Management, Inventory Management, Retail, Merchandising, Customer Service, Sales, Visual Merchandising, Inventory Control, Loss Prevention, Retail Sales, Profit, Customer Satisfaction, Sales Management, Marketing, Management
Education
College of Southern Idaho 2003 — 2005
Twin Falls High 2000 — 2003
Goldman Sachs July 2011 - Present
Citi October 2006 - March 2009
AllianceBernstein May 2005 - October 2006
Shearman and Sterling June 2004 - May 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics
Citi March 2013 - Present
Citi August 2011 - March 2013
Citi June 2010 - August 2011
Citi June 2008 - June 2010
Education
Colgate University 2004 — 2008
New York University 2007 — 2007
Florence, Italy - Study Abroad
College of Charleston August 2010 - Present
Citi October 2012 - January 2013
Bloomberg LP June 2012 - August 2012
Bloomberg LP June 2011 - August 2011
Post Road Liquors October 2008 - August 2010
TEAMS Training September 2007 - August 2010
TEAMS Training May 2007 - August 2010
Pure Hockey September 2006 - November 2008
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Thompson One
Education
College of Charleston 2010 — 2014
Economics, Finance Minor
Pomfret School 2009 — 2010
High School Diploma
Citigroup June 2005 - Present
Citi June 1998 - Present
Salomon Smith Barney June 1998 - June 2005
Dow Jones Telerate November 1994 - June 1998
Mastercard International, Inc. November 1991 - November 1994
Information Builders, Inc. April 1989 - November 1991
Amstar February 1987 - March 1989
Skills
Unix Administration, Unix, Enterprise Architecture, Solaris, Shell Scripting, System Administration, Disaster Recovery, Data Center, Software Development, Security, IT Strategy, Information Security, Unix Shell Scripting, Perl, Linux, Scripting, Packaging, Architecture, Quality Assurance, Business Continuity, Sybase, Vendor Management, Testing, Servers, Firewalls, AIX, Operating Systems, System Architecture, Business Analysis, SDLC, Integration, Architectures
Education
College of Charleston 1984 — 1987
B. S., Computer Science
Georgia Institute of Technology 1980 — 1984
Mechanical Engineering
Porter-Gaud 1977 — 1980
CHI/AHA 1966 — 1977
The Mutual Fund Store January 2013 - Present
KeyCorp April 2011 - March 2012
Merrill Lynch September 2009 - April 2011
HSBC February 2006 - December 2008
Citi May 2003 - February 2006
American Express Financial Advisors February 2001 - May 2003
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory, Finance, Asset Management, Banking, Wealth Management, Securities, Risk Management, Equities, Financial Advisory, Leadership, Estate Planning, Marketing, Management, 401k, Separately Managed..., Roth IRA, Traditional IRA, SEP IRA, 403 b, Simple IRA, Registered Investment..., 401k Rollovers, Tactical Asset..., Financial Planning, 457 Plans, Retirement
Education
Lincoln University 1995 — 2000
Bachelor of Science (BS), Economics
Amherst Highschool
College for Financial Planning
St. Joseph's Collegiate Institute
The American College
SunGard Consulting Services May 2014 - Present
Citigroup January 2012 - May 2014
Citi October 2010 - January 2012
Startup Consulting December 2009 - October 2010
Buck Consultants March 2007 - August 2009
Volchok Consulting July 2006 - February 2007
Colgate University July 2005 - July 2006
Red Bull September 2003 - February 2005
Skills
Project Management, Strategic Planning, Business Strategy, Strategy, Management Consulting, Program Management, Financial Modeling, Start-ups, Business Process..., Operating Models, Team Management, Offshore Management, Private Equity, Alternative Investments, Profit Maximization, business process design, Team Leadership, Leadership, Management, Consulting, Analysis, Financial Services
Education
Colgate University 2002 — 2005
Bachelor of Science, Political Science
American College of Management and Technology, Dubrovnik 2002 — 2002
Honorary, Business Administration
Rochester Institute of Technology 2001 — 2002
Computer Science
AVAcorp June 2010 - January 2013
Citi June 1999 - June 2010
Citi 1999 - 2009
SM&SP Inc 1995 - 2000
Skills
SharePoint, InfoPath, Software Project..., Microsoft Office..., Solution Architecture, Requirements Analysis, Enterprise Architecture, Microsoft SQL Server, Business Intelligence, SOA, Web Services, .NET, Business Analysis
Education
College of Engineering, Guindy 1991 — 1993
Master of Technology (MTech), Remote Sensing
College of Engineering, Guindy 1989 — 1991
Master of Science (MS), Applied Mathematics
Citi April 2012 - Present
Citi April 2010 - April 2012
Robert J. Renna, P.C. August 2008 - March 2010
MetLife May 2007 - July 2008
MetLife August 2005 - May 2007
Skills
Fixed Income, Business Analysis, SDLC, Business Requirements, Leadership, Insurance, Banking, Financial Services, Process Improvement, Program Management, Risk Management, Requirements Gathering, Vendor Management, Project Management, Management, PMO, Business Process..., Microsoft Office, Analysis
Education
College of Mount Saint Vincent 2001 — 2005
Bachelor of Science, Business Administration
Citi July 2011 - Present
Citigroup March 2010 - July 2011
Citigroup August 2009 - March 2010
Citigroup May 2008 - August 2008
Counterpart International January 2005 - June 2007
English First August 2003 - August 2004
Skills
Program Management, Management, Digital Marketing, Analytics
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Colgate University 1999 — 2003
B.A., International Relations and Spanish
Tower Research Capital June 2012 - Present
Citi September 2010 - February 2012
ATD May 2006 - September 2010
Skills
Trading Systems, Trading, Equity Trading, Electronic Trading, Equities, Derivatives, Market Data, Options, Fixed Income, Financial Markets, Bloomberg, Hedge Funds, Trading Strategies, Series 7, Proprietary Trading
Education
College of Charleston 2002 — 2006
B.S., Business, Finance
Citi February 2010 - Present
Citibank April 2009 - January 2010
Oracle Financial Services Software Ltd March 2008 - April 2009
Citibank NA April 2005 - March 2008
Citibank January 2004 - April 2005
Citibank September 2003 - January 2004
Oracle Financial Services Software Ltd August 2001 - September 2003
Skills
SDLC, Software Project..., Requirements Analysis, Integration, Agile Methodologies, MS Project, Project Management, Java Enterprise Edition, Agile Project Management, Program Management, Leadership, Business Analysis, Requirements Gathering, Enterprise Architecture, PMP, IT Strategy
Education
New York University 2005 — 2006
Certificate, International Business and Finance
College of Engineering Pune 1997 — 2001
BE, Engineering Graduation
University of Pune 1997 — 2001
Eaton Partners, LLC April 2015 - Present
Eaton Partners July 2013 - March 2015
J.P. Morgan October 2012 - July 2013
Select Equity Group, L.P. April 2008 - August 2010
Bear Stearns & Co. July 2006 - March 2008
Citi May 2004 - June 2006
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Asset Management, Capital Markets, Portfolio Management, Fixed Income, New Business Development, Business Strategy, Relationship Management, Due Diligence, Corporate Finance, Private Placements, Financial Analysis, Investor Relations, Customer Relations, Series 7, Series 66
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Alternative Investments
Colgate University 1999 — 2002
Bachelor's Degree
The Lawrenceville School
Cain Brothers April 2012 - Present
Morgan Keegan January 2006 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan 2006 - 2010
Citi 2003 - 2005
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA), Economics
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
Caliber Home Loans July 2013 - Present
JPMorgan Chase December 2009 - June 2013
Wal-Mart January 2008 - January 2009
Washington Mutual January 2007 - January 2008
Verizon Wireless January 2005 - January 2007
Citi January 2002 - January 2005
United States Army Reserve January 1993 - January 2001
Skills
Credit, Leadership, Customer Service, Underwriting, Time Management, Mortgage Banking, Loans, Management, Banking, Financial Services, Mortgage Lending, Loss Mitigation, Refinance, Mortgage Underwriting, Residential Mortgages, Consumer Lending, FHA, Sales, Mortgage Servicing, Loan Servicing, Loan Origination, Branch Management, Foreclosures, Lines Of Credit, Credit Analysis, Process Improvement, Risk Management, Training, Portfolio Management, Financial Risk, Leadership Development, Insurance, Finance, Call Centers, Real Estate, Relationship Management, Retail Banking, Default, Internal Audit, Auditing, Payroll, Accounting, Human Resources, Executive Management, Policy, Financial Analysis, Negotiation, Access, Investments, Analysis
Education
College of Charleston 1989 — 1993
Liberty University
Liberal Arts; Business Administration & Finance
Symantec August 2012 - Present
Citi January 2012 - August 2012
Citi September 2009 - December 2011
Citi May 2008 - August 2008
Skills
Java, Eclipse, C++, Agile Methodologies, Unix
Education
Stony Brook University 2007 — 2009
MS, Computer Science
College of Engineering, Guindy 2003 — 2007
B Tech, Information Technology
J.P. Morgan November 2014 - Present
AllianceBernstein July 2012 - November 2014
Citi May 2011 - July 2012
Citigroup October 2007 - May 2011
United States Department of Justice, U.S. Attorney’s Office June 2004 - September 2004
United States Department of Justice, Antitrust Division, Washington, D.C. October 2002 - July 2003
Crowell and Moring, LLP May 2000 - August 2000
Skills
Derivatives, Fixed Income, Swaps, Prime Brokerage, Hedge Funds, Securities, Asset Managment
Education
Loyola University New Orleans College of Law 2003 — 2006
JD, Common Law and International Law
Colgate University 2000 — 2002
BA, Political Science
Phillips Exeter Academy 1996 — 1998
Watchwith 2013 - 2014
Citi January 2009 - August 2011
Citi December 2007 - January 2009
Bank of America September 2007 - December 2007
Citi June 2004 - April 2007
Citi January 2002 - June 2004
Skills
C, C++, Java, Ruby, Prolog, Scheme, Python, Processing, PHP, MySQL, Bugzilla, Subversion, HTML, Windows, Linux, NetBeans, Eclipse, Visual Studio, Android Development, iOS development, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Sales Management, Sales, Public Speaking, Marketing, Social Media, Financial Analysis, Perl, Banking, Git, Loans, Android, Object Oriented Design, JavaScript, Leadership, Programming, Computer Science, Visual Basic, Software Engineering, Databases, Scrum, XML, Project Management, Product Management
Education
San Francisco State University 2009 — 2013
Bachelor of Science (BS), Computer Science
College of Marin 1999 — 2008
Citi April 2011 - Present
Citigroup June 2006 - April 2011
Citigroup June 2001 - June 2006
KPMG January 2001 - June 2001
Iflex Solutions September 1999 - January 2001
Tata Infotech June 1997 - September 1999
Skills
Business Intelligence, Agile Methodologies, IT Strategy, Vendor Management, JavaScript, Banking, Program Management, SQL, Software Project..., Business Analysis, SDLC, HTML, Project Management, Enterprise Architecture, Process Improvement, Requirements Analysis, XML, Performance Tuning, J2EE Application..., JSTL, JSP, Software Development, Credit Cards, CSS, Struts, Requirements Gathering, Oracle
Education
Xavier University 2007 — 2012
Master of Business Administration (M.B.A.), Business Intelligence
University of Pune 1995 — 1997
MBA, Marketing
College of Engineering Pune 1990 — 1994
BE, Electrical Engineering
Citi June 2014 - Present
JPMorgan Chase October 2010 - June 2014
HSBC Card Services February 2007 - October 2010
HSBC Card Services June 2006 - February 2007
Dell May 2005 - April 2006
Sandvik Coromant August 2000 - December 2001
Skills
Financial Risk, Risk Management, Analytics, Credit, Portfolio Management, Credit Risk, SAS, Credit Cards, Business Analysis, Statistical Modeling, Marketing Strategy, Quantitative Analytics, Customer Segmentation..., Operational Risk, Management, Financial Services, Banking, Strategy
Education
Global Association of Risk Professionals 2012 — 2012
Certified Financial Risk Manager (FRM)
Mays Business School 2004 — 2005
Master's degree, Information Systems Management
Texas A&M University 2003 — 2004
Master of Engineering (MEng), Industrial Engineering
College of Engineering Pune
BE, Engineering
R.Y.K College, Nasik
High School
Edward Jones July 2005 - Present
Citi October 1988 - July 2004
Rauscher Pierce Refsnes March 1985 - October 1988
Skills
Estate Planning, Series 7, Investment Strategies, Investments, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Investment Management, Retirement, 401k, Fixed Income, Comprehensive Wealth..., Securities, Investment Advisory, Separately Managed..., Wealth, Fixed Annuities, Strategic Financial..., Wealth Accumulation, Long-term Care, Personal Finance, series 66
Education
College for Financial Planning
AAMS, Asset management
The University of Dallas
Medicine
Miami-Dade County November 2014 - Present
Jackson Health Systems January 2013 - November 2014
Miami Dade County December 2012 - January 2013
Miami-Dade County June 2008 - October 2012
City of Miami May 2006 - May 2008
Citigroup 2004 - 2006
Citi January 2003 - December 2003
Los Angeles County Metropolitan Transportation Authority June 2000 - December 2000
University of Southern California January 1998 - December 2000
Skills
Program Management, Economic Development, Project Management, Analysis, Business Analysis, Financial Analysis, Strategic Planning, Risk Management, Budgets, Financial Modeling, Data Analysis, Business Intelligence, Management, Team Management, Business Development, Public Administration, Government, Strategy, Business Process..., Leadership, Project Planning, Policy, Banking, Process Improvement, Business Strategy, Contract Management, Team Building, Six Sigma, Finance
Education
University of Miami - School of Business 2002 — 2004
M.B.A, Finance & Accounting
University of Southern California 1999 — 2000
M.S, Engineering Management
University of Southern California 1997 — 1999
M.S, Transportation Engineering
College of Engineering, Trivandrum 1987 — 1990
B.Tech, Civil Engineering
Citi September 2013 - Present
Citi July 2012 - August 2013
Citi June 2011 - August 2012
Citigroup May 2009 - June 2011
Smith Barney July 2006 - May 2009
Merrill Lynch September 2004 - July 2006
Sanford C. Bernstein & Co., LLC August 2001 - September 2004
Skills
Content Strategy, Social Media, Strategy, Strategic Communications, Marketing, Content Development, Marketing Communications, Blogging, Editorial Strategy, Editorial Planning, Analytics, Integrated Marketing, Strategic Partnerships, Digital Strategy, Campaign Management, Series 7, Content Management, Communications Strategy, Editorial Calendars, Professional Women, Financial Services, Editorial, Alternative Investments, Series 63, Series 24, SEO, Content Marketing, User Experience, Facebook, Social Media Marketing, Twitter, LinkedIn, FINRA, Video, Brand Development, Online Marketing, Wealth Management, Digital Marketing, Mobile Marketing, Event Management, Brand Management, Social Networking, Interactive Marketing, Web Marketing, Digital Media, Web Analytics, Community Management
Education
Colgate University 1997 — 2001
BA, Political Science & English
Citi July 2015 - Present
The Fletcher Forum of World Affairs August 2014 - August 2015
The Fletcher School at Tufts University August 2013 - May 2015
U.S. Department of State June 2014 - August 2014
International Republican Institute January 2013 - June 2013
International Republican Institute April 2011 - January 2013
International Republican Institute October 2010 - April 2011
INTERPOL - U.S. National Central Bureau June 2009 - August 2009
Association of the U.S. Navy June 2008 - August 2008
Skills
Policy Analysis, Public Policy, International Relations, Politics, Nonprofits, Research, International..., Grants, Editing, French, Community Outreach, Policy, Event Management, Political Science, Program Evaluation
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master of Arts in Law and Diplomacy
Johns Hopkins SAIS 2012 — 2012
Nondegree Program, International Affairs and Economics
Colgate University 2006 — 2010
BA, International Relations, Biology
CVC Capital Partners 2015 - Present
Perella Weinberg Partners 2006 - 2014
Morgan Stanley 1990 - 2005
Citi 1984 - 1989
Skills
Equities, Due Diligence, Investment Banking, Capital Markets, Hedge Funds, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Asset Management, Investments, Emerging Markets, Corporate Development, Corporate Finance, Fixed Income, Strategic Planning, Venture Capital, Strategy, Business Strategy, Entrepreneurship
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Real Estate
Colgate University 1972 — 1976
BA, Economics
Citi January 2013 - Present
Citi January 2010 - January 2013
Citi August 2006 - January 2010
Citi June 2005 - August 2005
Harris Bank February 2003 - June 2004
Morgan Stanley September 2001 - February 2003
Deutsche Bank June 2000 - June 2001
Skills
Financial Modeling, Finance, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Investment Banking, Management, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance and Investments
Colgate University 1996 — 2000
BA, Environmental Biology
Lake Forest Academy 1992 — 1996
IBM Canada September 2014 - Present
Citi April 2009 - August 2014
Citi January 2006 - April 2009
Citi June 2004 - December 2005
Tata Consultancy Services June 2000 - June 2002
Tata Consultancy Services January 1999 - June 2000
Skills
Proven Leadership Skills, Intercultural..., Capital Markets, ITIL, Vendor Management, Financial Risk, Governance, Six Sigma, Business Development, Management, Project Management, Quality Assurance, Business Continuity, Financial Services, Internal Audit, Operational Risk..., Security, Operational Risk, Product Development
Education
University of South Carolina - The Moore School of Business 2002 — 2004
International Master of Business Administration, Operations & Technology, 3.9
College of Engineering, Trivandrum 1994 — 1998
Bachelor of Technology, Mechanical Engineering
Citi June 2005 - Present
Education
Colgate University 1976 — 1980
Bachelor of Arts (B.A.), Economics
GGE Investments Management LLC January 2015 - Present
GeoGlobal Energy LLC May 2010 - Present
H2Gen Innovations, Inc. 2007 - May 2010
Export-Import Bank of the United States 2005 - 2007
Export-Import Bank of the United States 1999 - 2005
MBIA 1997 - 1999
Office of Management and Budget (OMB) 1993 - 1997
Citi August 1989 - July 1991
Skills
Finance, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Valuation, Private Equity, Risk Management, Financial Reporting, Managerial Finance, Business Strategy, Mergers & Acquisitions, Structured Finance, Restructuring, Forecasting, Strategy, Project Finance, Capital Markets, Budgets, Management, Financial Accounting, Investment Banking, Venture Capital
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, International Business & Finance
Colgate University 1985 — 1989
BA, Economics
People's United Bank April 2013 - Present
Citi May 2011 - April 2013
Citizens Bank March 2010 - June 2011
Bethpage Federal Credit Union 2008 - 2009
Astoria Federal Savings 2001 - 2006
Skills
Retail Banking, Banking, Commercial Banking, Leadership, Loans, Credit Risk, Credit Analysis, Coaching, Consumer Lending, Sales, Cross Selling, Credit, Financial Services, Mortgage Lending, Commercial Lending, Branch Banking, Small Business, Loan Origination, Relationship Management, Portfolio Management, Cash Management, Credit Cards, Deposits, Life Insurance, Branch Management, Small Business Lending, Business Relationship..., Commercial Mortgages, Loan Servicing, Fixed Annuities
Education
College of Mount Saint Vincent 1996 — 2000
BS, Computer Science
Citi January 2001 - Present
Citi 2000 - 2013
Associates International Holdings 1999 - 2000
Skills
Risk Management, Outsourcing, Banking, Strategy, Mergers & Acquisitions, Financial Services, Credit, Business Analysis, Business Strategy
Education
College of Engineering, Guindy
Bachelor’s Degree, Mechanical Engineering
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
Bogman Inc March 2011 - Present
Bogman Inc January 2006 - June 2012
Citi January 2003 - August 2003
Education
College of San Mateo 1994 — 1995
AT&T Mobility June 2013 - Present
Citi June 2012 - July 2013
Assa Caribbean Inc January 2010 - March 2013
Northern Educational Center Springfield, MA June 2006 - November 2008
south end community center springfield, ma 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Event Planning, Public Speaking, Outlook, Team Leadership, Budgets, Marketing, Social Media, Leadership, Research, Time Management, Event Management, Spanish, Direct Marketing, Team Building, Customer Service, PowerPoint, Community Outreach, Teamwork, Software Documentation, Access
Education
College of Our Lady of the Elms 2006 — 2008
Bachelor's degree, Natural Sciences
Universidad Del Este 2001 — 2005
Bachelor of Education (B.Ed.), Science Teacher Education/General Science Teacher Education
Amalia Marin RPH 1987 — 1991
General Studies, High School/Secondary Diplomas and Certificates
Wells Fargo Wealth Management December 2011 - Present
Morgan Stanley Private Bank November 2009 - July 2011
Citi 2006 - 2009
Bank of America 1994 - 2004
Manufacturers Hanover Trust 1978 - 1991
Education
Colgate University 1974 — 1978
BA, Economics
Citi August 2009 - March 2013
Citi July 2006 - August 2009
Blue Cross Blue Shield of South Carolina May 2005 - June 2006
Bank of America November 2004 - April 2005
Blue Cross Blue Shield of South Carolina April 2002 - October 2004
First Data Merchant Services April 1998 - March 2002
Citi February 1996 - March 1998
IIS Infotech (now Xansa) February 1994 - January 1996
Skills
Quality Assurance, Data Warehousing, Software Project..., SDLC, Business Analysis, Solution Architecture, Unix, DB2, Oracle, Integration, ETL
Education
College of Engineering, Trivandrum 1986 — 1990
B.Tech, Electrical and Electronics Engineering
American Express March 2015 - Present
American Express May 2012 - March 2015
American Express September 2011 - May 2012
Miller Buckfire June 2010 - August 2010
RBS Global Banking & Markets June 2005 - March 2009
Citi 2002 - 2002
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colgate University 2001 — 2005
BA, Political Science
Citi May 2010 - Present
Citigroup March 2005 - April 2010
Fountain Software Ltd January 2002 - February 2005
Attachmate 2001 - 2002
Twelve Horses 2000 - 2001
ICE Ltd, Kochi India 1997 - 2000
Skills
Equities, C#, C++, Business Analysis, SDLC, Team Management, Business Strategy, Derivatives, Asset Management, Requirements Analysis, Software Project..., Web Applications, Software Development, Microsoft SQL Server, Agile Methodologies, SOA
Education
College of Engineering, Trivandrum 1993 — 1997
BTech, Applied Electronics and Instrumentation Engineering
University of Kerala 1993 — 1997
Btech, Applied Electronics and INstrumentation Engineering
Gordian Group, LLC October 2013 - Present
US Trust 2012 - 2013
Credit Suisse October 2003 - September 2011
Citi August 1997 - October 2003
Skills
Mergers & Acquisitions, Private Equity, Investments, Valuation, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Finance, Due Diligence
Education
Colgate University 1993 — 1997
BA, Political Science / Pre-Med
Cygnus Medical May 2015 - Present
Madison Polymeric Engineering May 2015 - Present
Citi May 2011 - May 2015
Skills
Linux, Java, Software Development, Agile Methodologies, XML, SQL, Object Oriented Design, Maven, Q, KDB, MySQL, Subversion
Education
College of Charleston 2006 — 2011
Bachelor of Science (BS), Computer Science
Suffield academy 2002 — 2006
The Gorilla Glue Company January 2013 - Present
Salt Creek Capital January 2010 - Present
The Gorilla Glue Company 2008 - Present
Citi 2007 - 2008
Education
College of Charleston 2002 — 2006
BA
Citi June 2009 - Present
Smith Barney 2003 - 2009
Education
Colgate University 1997 — 2001
BA
Horace Mann School
High School
Citi June 2008 - Present
Bear Stearns June 2006 - June 2008
Greenwich Associates June 2004 - June 2006
Skills
Convertible Bonds, Equity Derivatives
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), Economics
St. Paul's School 1996 — 2000
Citi August 2014 - Present
New York & Company April 2010 - August 2013
Zander's Cafe March 2009 - April 2010
CPS Cards August 2008 - March 2009
Skills
Customer Service, Management, Event Planning, Public Speaking, Time Management, Microsoft Word, Microsoft Excel, Visual Merchandising, Microsoft Office, Retail Sales, Retail, Social Networking, Phone Etiquette, PowerPoint
Education
Roosevelt University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management
Roosevelt University 2012 — 2015
Bachelor of Business Administration (BBA), Finance
College of DuPage 2009 — 2012
Citi January 1990 - Present
Sikorsky Aircraft May 1989 - January 1990
Shawmut Bank December 1987 - May 1989
Education
Colgate University 1975 — 1979
Bachelor of Arts (BA), Economics
Hamden High School