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
Starwood Hotels & Resorts Worldwide, Inc. June 2015 - August 2015
Citi September 2013 - August 2014
Deloitte Consulting June 2011 - August 2013
Valassis Communications June 2006 - November 2008
Skills
Management Consulting, Business Strategy, Financial Modeling, Data Analysis, Business Analysis, Analysis, Business Process..., Strategic Planning, Financial Analysis, Microsoft Excel, Project Management, Corporate Finance
Education
Columbia University - Columbia Business School 2014 — 2016
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bach. of Business Administration, Minor in Computer Science
Western Asset Management March 2015 - Present
EM+BRACE March 2015 - Present
Sequoyah School 2014 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 - Present
Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 - Present
Western Asset Management August 2006 - March 2015
Citi 2002 - 2006
Fiduciary Trust Company 1999 - 2001
Global Emerging Markets Advisors, L.P. 1995 - 1999
UNDP September 1995 - December 1995
Skills
Fixed Income, Hedge Funds, Bloomberg, Emerging Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Financial Risk, Investments, Portfolio Management, Economics, Risk Management, Market Risk, Asset Allocation, Investment Management, Investment Strategies, Derivatives
Education
Columbia University - Columbia Business School 1995 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
Master's in International Affairs, Economic and Political Development
New York University - Leonard N. Stern School of Business 1985 — 1989
Bachelor of Science (BS)
Regis High School 1981 — 1985
Make People Better, LLC June 2014 - Present
JP Morgan Chase March 2010 - June 2014
Citi April 2000 - April 2004
J.P. Morgan 1998 - 2000
ABN AMRO Bank N.V. 1997 - 1998
Morgan Stanley Smith Barney October 1995 - October 1997
Christie's August 1989 - January 1994
Skills
Equity Research, Financial Modeling, Hedge Funds, Private Equity, Bloomberg, Securities, Financial Analysis, Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Investment Banking, Asset Management, Alternative Investments, Equity Valuation
Education
Columbia Business School 1994 — 1995
MBA, Accounting & Finance
The University of Texas at Austin 1984 — 1988
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts and Art History
Citi August 2015 - Present
Columbia University in the City of New York September 2014 - May 2015
Office of the New York City Comptroller June 2014 - August 2014
Bard College February 2014 - May 2014
NYC Department of Finance June 2013 - August 2013
AmeriCorps September 2012 - January 2013
City of Dublin June 2012 - August 2012
Bay Area Legal Aid September 2011 - June 2012
SparkPoint January 2012 - April 2012
Skills
Microsoft Word, Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Windows, Stata, SAS, SPSS, Photoshop, Customer Service, English
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master in Public Administration, International Finance and Economic Policy
University of California, Berkeley 2008 — 2012
Bachelor's Degree, Political Economy; Legal Studies
Salesforce April 2015 - Present
Adobe July 2014 - April 2015
Citi June 2013 - August 2013
AGT International January 2010 - July 2012
Bridgewater Associates August 2008 - January 2010
Mercury Partners June 2007 - August 2008
Skills
Human Resources, Talent Management, Recruiting, Organizational..., Talent Acquisition, Performance Management, Management Consulting, Strategy, Employee Relations, Organizational Design, Employee Engagement, Mergers & Acquisitions, Personnel Management, Change Management, Leadership, Management, Financial Modeling
Education
Columbia University - Columbia Business School 2012 — 2014
MBA
Tufts University
B.A., Entrepreneurial Leadership, Psychology
Fenway Summer Ventures October 2014 - Present
Columbia Business School August 2013 - May 2015
Fenway Summer 2014 - 2014
Lightyear Capital July 2011 - June 2013
Citi August 2008 - June 2011
Skills
Corporate Finance, Private Equity, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Valuation, Financial Analysis, Equity Research, Strategy, Equities, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), Woodrow Wilson School of Public Policy and International Affairs
Columbia University in the City of New York
Federal Reserve Bank of New York May 2014 - Present
Federal Reserve Bank of New York September 2010 - May 2014
Hudson Castle 2007 - 2009
Citi 2006 - 2007
Citi 2005 - 2006
Cantor Fitzgerald 2003 - 2005
Multex.com 2002 - 2002
Skills
Risk Management, Financial Analysis, Banking, Business Analysis, Finance, Analysis, Liquidity Risk, Derivatives, bank analysis, Structured Finance, Market Risk, Commercial Paper, Fixed Income, Dodd-Frank, Emerging Markets, Capital Markets, Financial Markets, Financial Risk, Bloomberg, Financial Services, Securities, Economics, Communication, Analytical Writing, Strategic Thinking, Leadership, High degree of..., Collaborative Problem...
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration, International Economic Policy and Management
The Citadel 1997 — 2001
Bachelor of Science (B.S.), Business Administration
Citi July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
Citadel Investment Group June 2011 - August 2011
M&T Bank August 2006 - June 2010
Johnson & Johnson June 2005 - December 2005
Skills
Series 63, Series 79, Valuation, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Penn State University 2002 — 2006
BS, Finance
Unionville High School 1998 — 2002
Citi June 2014 - Present
Goldman Sachs August 1998 - January 2012
USA September 1984 - April 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Columbia University - Columbia Business School 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Columbia University, School Of General Studies 1991 — 1996
Bachelor of Arts (BA), Economics
Lana Media 2011 - Present
Citi 2005 - 2011
Skills
Research, Editing, Public Speaking, Coaching, Media Communications, Presentation Coaching, Managing Editor, Voiceovers, Fixed Income, Training, Video, Strategy, Social Networking, Social Media, Social Media Marketing, Broadcast
Education
Columbia University - Graduate School of Journalism
Master of Science (MS)
Vassar College
Bachelor's degree, Political Science and Government
Pink Chicken October 2013 - Present
Reformation August 2012 - October 2013
Citi January 2009 - June 2010
Citi July 2006 - January 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Bloomberg, Financial Analysis, Hedge Funds, Due Diligence, Equity Research, Business Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance and Economics
Columbia University in the City of New York 2002 — 2006
BA, Economics, Art History
RBC Capital Markets 2014 - Present
Citi 2012 - 2014
National Committee on U.S.-China Relations 2011 - 2011
Credit Suisse 2011 - 2011
Hony Capital 2011 - 2011
Mitsubishi Electric Research Labs 2006 - 2010
Skills
Investment Banking, Financial Modeling, Valuation, Emerging Markets, Venture Capital, Equity Research, Corporate Finance, Due Diligence, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Strategy, M&A experience, Start-ups, Corporate Development, Mergers & Acquisitions, Renewable Energy, Equities, Equity Valuation, Competitive Analysis, Management Consulting, Structured Finance, Fixed Income
Education
Columbia Business School 2010 — 2012
MBA, Finance
New York University, Polytechnic School of Engineering
Electrical Engineering
Citi February 2015 - Present
Citi September 2011 - February 2015
KPMG Advisory August 2010 - August 2011
Jefferies & Company October 2009 - December 2009
Bank of New York Mellon May 2009 - August 2009
Barclays Capital 2006 - 2009
Skills
Portfolio Management, Strategy, Investment Banking, Banking, Credit Risk, Competitive Analysis, Hedge Funds, Trading, Cross-functional Team..., Business Strategy, Analysis, Management, Securities, FX trading, Foreign Exchange, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science
Citi August 2014 - Present
Ethicon, a Johnson & Johnson Company May 2013 - August 2013
International Youth Foundation January 2007 - July 2012
International Youth Foundation September 2005 - December 2006
Food for Life Global January 2005 - May 2005
Coca-Cola Bottling Co. Consolidated August 2003 - December 2003
Community Service Programs August 2001 - July 2003
Skills
Compliance Management, Budget Management, Grant Management, International..., Program Management, Business Development, Proposal Writing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 1999 — 2003
Bachelor of Arts, Public Relations
KD Strategies January 2012 - Present
Citi September 1997 - August 1999
Bankers Trust August 1995 - September 1997
Ernst and Young May 1994 - September 1994
Oracle June 1989 - September 1993
Skills
MBA, Certified Coach, Mergers, Non-profits, Leadership Development, Venture Capital, Customer Service, Microsoft Office, Public Speaking, Capital Markets, Strategic Planning, Talent Management, Work Life Balance, Business Coaching, Marketing Strategy, Fundraising, Executive Development, Coaching, Product Development, Business Strategy, Leadership, Financial Analysis, Budgets, Management Consulting, Nonprofits, Mergers & Acquisitions, Program Management, Marketing, Business Development, Entrepreneurship, Consulting, Executive Coaching, Management, Workshop Facilitation, Emotional Intelligence, Team Building, Strategy, Organizational..., Start-ups
Education
New York University 2010 — 2011
Certification, Coaching
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Management
Pace University 1985 — 1989
Bachelor of Science (BS), Computer Science
Accenture July 2015 - Present
Citi June 2013 - May 2015
Citi June 2012 - August 2012
The Pangea Network May 2011 - August 2011
US Oncology June 2010 - August 2010
Skills
Program Management, Non-profits, Data Analysis, Financial Analysis, Vendor Management, Strategic Sourcing, Business Strategy, Teaching, International..., Financial Modeling, Microsoft Excel, Power Generation, Public Speaking, Research, Statistics, International Relations, Policy Analysis, Grant Writing, Strategy, Nonprofits, Management, Organizational...
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Finance and Economic Policy
Texas A&M University 2008 — 2010
Bachelor of Science, Biomedical Engineering
University of Southern California 2006 — 2008
Biomedical Engineering
Citi June 2008 - December 2008
Citi September 2006 - May 2008
Citi August 2005 - May 2008
Citi January 2003 - May 2008
Live Nation July 2001 - December 2002
Live Nation October 2000 - June 2001
Continental Airlines October 1999 - September 2000
Continental Airlines June 1998 - December 1999
Continental Airlines January 1999 - October 1999
ExxonMobil August 1996 - June 1998
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Banking, Strategy
Education
Columbia Business School 1993 — 1995
MBA, Accounting and Finance
The George Washington University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Citi August 2015 - Present
Citi June 2014 - August 2014
Blast Radius September 2012 - December 2013
Organic May 2012 - September 2012
Organic December 2010 - May 2012
Draftfcb Healthcare August 2009 - December 2010
Sudler & Hennessey 2008 - 2008
Let's Get Ready 2007 - 2007
Skills
Business Analysis, Digital Marketing, Microsoft Project, Project Planning, Marketing Strategy, MS Project, Interactive Marketing, Integrated Marketing, Digital Strategy, Market Research, Analytics, User Experience, Web Analytics, Digital Media, CRM, Information Architecture, Interactive Advertising, Google Analytics, Creative Strategy, Mobile Marketing, Content Strategy
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science
KIPP NYC July 2014 - Present
Management Leadership for Tomorrow March 2013 - July 2014
Morgan Stanley August 2010 - January 2013
Sponsors for Educational Opportunity April 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
General Mills July 2006 - June 2008
General Mills July 2004 - July 2006
General Electric June 2003 - August 2003
Skills
Financial Modeling, Business Strategy, Equities, Strategy, Strategic Planning, Management Consulting, Project Management, Data Analysis, Operations Management, Performance Management, Leadership Development, Recruiting, Education
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Economics, Non-Profit Management
Georgia Institute of Technology 2000 — 2004
BS, Industrial Engineering
Citi July 2014 - Present
IslandersInsight.com March 2014 - November 2014
Citi November 2011 - July 2014
FanSided.com April 2013 - March 2014
Bleacher Report July 2011 - April 2012
Citi July 2008 - July 2011
Skills
Digital Media, Digital Photography, Multimedia, Online Journalism, Ad Hoc Reporting, Reporting Systems, Oracle Applications, PeopleSoft, HRIS, News Writing, Media Production, Web Editing, Image Editing, Audio Editing, Blogging, Social Media, SEO, AML, Mac OS X, Windows, Microsoft Office, Journalism, Storytelling, Editing
Education
Columbia University - Graduate School of Journalism 2012 — 2014
Master of Science (M.S.), Journalism, Graduate student
Western New England College 2005 — 2008
B.A., English
Barclays July 2015 - Present
Local Craft Distillery September 2014 - December 2014
Barclays June 2014 - August 2014
Citi July 2009 - August 2013
Lemma Senbet Fund May 2008 - May 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investments, Fixed Income, Capital Markets, Investment Banking, Series 7, Equities, Equity Research, Finance, Financial Structuring
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor’s Degree, Finance, General
North Rockland High School 2001 — 2005
Citi February 2015 - Present
Citi August 2013 - February 2015
Citi June 2012 - August 2012
Endeavor June 2011 - August 2011
CEB August 2009 - June 2011
CEB September 2007 - August 2009
Skills
Banking, Financial Services, Customer Experience, Corporate Finance, Marketing, Competitive Analysis, Social Media, Segmentation, Management, Retail Banking, Financial Analysis, Data Analysis, Management Consulting, Strategy
Education
Columbia Business School 2011 — 2013
MBA
Duke University 2003 — 2007
BA, English, Spanish, Journalism
J.P. Morgan June 2012 - Present
Citi April 2011 - June 2012
Credit Suisse June 2008 - April 2011
Merrill Lynch March 2006 - June 2008
ThruPoint 2004 - 2006
Eagle Rock Alliance 2002 - 2004
UBS 1999 - 2001
American Management Systems 1993 - 1999
ABC Entertainment 1989 - 1992
Skills
Business Analysis, IT Strategy, Risk Management, Vendor Management, Trading Systems, Electronic Trading, Fixed Income, Management, Integration, Equities, Market Data, Financial Services, PMO, Strategy, Governance, Leadership, Investment Banking, Project Delivery, SDLC, Derivatives, Infrastructure, Project Portfolio..., Disaster Recovery, Telecommunications, Outsourcing, Consulting
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Penn State University 1982 — 1986
BA
Henderson High School 1978 — 1982
LorCap 2011 - Present
Sunrise Securities 2009 - 2011
PNC 2006 - 2009
Fortis Investments 2004 - 2006
Washington Mutual 2003 - 2004
HVB (HypoVereinsbank) 1996 - 2003
Bank of Tokyo-Mitsubishi UFJ 1994 - 1996
Citi 1991 - 1994
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Investment Properties, Investment Banking, Debt Restructuring, Capital Raising, Real Estate Private..., Financial Structuring, Investments, Asset Management, Credit, Real Estate Economics, Asset Managment, Portfolio Management, Structured Finance, Loans, Mergers & Acquisitions
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, Real Estate
Hamilton College 1982 — 1986
Bachelor of Arts (BA), English Language and Literature/Letters
Citi August 2015 - Present
Citi June 2014 - August 2014
Obama for America 2012 - 2012
Cravath, Swaine & Moore LLP 2009 - 2012
McNamee Lawrence & Co. 2008 - 2009
Yale University 2007 - 2008
Skills
Renewable Energy, Energy Efficiency, Environmental Policy, Due Diligence, Research, Strategic Planning, Business Planning, Analytical Skills, Communication Skills, Writing, Business Analysis, Project Management, M&A analysis, M&A experience, Biofuels, Environmental Compliance, Public Speaking, Market Research
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA) / Master of Public Policy (MPP), Energy and Environment; Management
Yale University 2003 — 2007
B.A., History
American Red Cross in Greater New York September 2013 - Present
Neurotect LLC 2010 - Present
Bruce Museum 2010 - Present
Towers Watson July 1997 - September 2010
Citi 1996 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Skills
Strategic Planning, Mergers, Management Consulting, Risk Management, Business Strategy, Due Diligence, Financial Modeling, Portfolio Management, Business Planning, Budgets, Public Speaking, Strategy, Financial Analysis, Corporate Finance, Research, Leadership, Finance, Mergers & Acquisitions, Financial Risk, Enterprise Risk..., Insurance, Valuation, Venture Capital, Start-ups, Private Equity, Asset Management, Investments, Executive Management
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, International Business
Cornell University 1985 — 1989
BS, Applied Economics
Lincoln Academy 1985 — 1989
HS
Eagle Alpha August 2015 - Present
Citi August 2010 - August 2012
Citi April 2007 - August 2010
Citi August 1995 - April 2007
Skills
Credit Sales, Fixed Income, International Sales, Management, Equities, Sales Management, Investments, Finance, Capital Markets, Investment Banking, Sales
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Cornell University 1983 — 1987
Bachelor of Arts (B.A.), History
HSBC Global Banking and Markets June 2015 - August 2015
Citi October 2013 - January 2014
PwC July 2013 - October 2013
ING July 2013 - July 2013
Skills
Microsoft Excel, Stata, Financial Analysis, English, Research, Economics, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Teamwork
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master of Public Administration, International Finance and Economic Policy, 3.9/4.0
Zhejiang University 2010 — 2014
Bachelor of Economics (Honors), Public Finance
Citi January 2013 - Present
Goldman Sachs August 1998 - January 2011
US Army March 1984 - April 1991
Skills
Risk Management, Anti Money Laundering, Regulatory Compliance, Sarbanes-Oxley Act, Leadership, People Management, Project Management, Research, Equity Trading, Market Data, Information Technology, Microsoft Office, Training, Entrepreneurship, Sales, Program Management
Education
Columbia University - Columbia Business School 2015 — 2019
Master of Business Administration (MBA), Banking and Financial Support Services
Columbia University in the City of New York 1991 — 1996
Bachelor of Arts (BA), Economics
CICC May 2013 - July 2013
Citi January 2012 - March 2012
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Science in Financial Economics
Shanghai Jiao Tong University 2011 — 2013
Master of Finance, Finance, General
Tsinghua University 2007 — 2011
Bachelor of Engineering (BEng), Automation Engineering
Columbia University - Columbia Business School
Doctor of Philosophy (Ph.D.), Finance
Citi June 2015 - August 2015
Office of the Comptroller of the Currency January 2010 - June 2014
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of Maryland College Park 2005 — 2009
Bachelor of Science (BS) and Bachelor of Arts (BA), Finance and Business Spanish
Clearview Electric Inc July 2006 - Present
Quality Telephone, Inc. January 2002 - April 2015
NewMove.com July 2000 - December 2001
Citi May 1998 - June 2000
Associates Financial Services April 1995 - April 1998
Citi May 1986 - March 1993
Skills
Project Management, Budgets, Analytics, Direct Marketing, Account Management, Team Building, Team Management, Marketing, Marketing Strategy, Strategic Partnerships, Lead Generation, Risk Management, Portfolio Management, Sales Management, Digital Marketing, Segmentation, Call Centers, CRM, Energy, Sales, P&L Management, Email Marketing, Leadership, Business Development, Strategy, Management, Strategic Planning, Start-ups, New Business Development, Contract Negotiation, Analysis, Business Strategy, Customer Service, Product Management, Consulting, Program Management
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
Cornell University 1978 — 1982
Bachelor of Science (BS), Statistics and Biometrics
Citi July 2013 - May 2015
Clayton Dubilier & Rice February 2013 - May 2013
Barclays June 2012 - August 2012
Citigroup July 2006 - May 2011
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Strategy, Investment Banking, Equities, Investments, Analysis, Investor Relations, Economics, Executive Management, Corporate Finance, Capital Markets, Financial Analysis, Private Equity, Due Diligence, Bloomberg, Hedge Funds, Emerging Markets, Fixed Income, Equity Research, Financial Services
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Psychology, Health and Societies
Citi May 2014 - July 2015
Citi July 2013 - April 2014
Citi July 2012 - July 2013
Skills
Financial Modeling, Bloomberg, Microsoft Excel, Valuation, Financial Analysis, PowerPoint, Accounting, Analysis, Finance, Business Development, Data Analysis, Financial Services, Leadership, Public Speaking, Social Media
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Accounting, Summa Cum Laude, 3.98 GPA
Sahler Research January 2012 - Present
Carrelton Asset Management January 2009 - December 2011
Citi January 1997 - January 2009
Skills
Market Research, Business Development, Private Equity, Corporate Finance, Emerging Markets, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Valuation, Venture Capital, Investment Banking
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Columbia University in the City of New York 1994 — 1998
Bachelor's degree, Economics
CIM Group June 2014 - Present
Citi July 2009 - June 2014
BlackRock June 2008 - August 2008
Coca-Cola Enterprises Inc July 2002 - May 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Peking University 2007 — 2007
Intensive Language Study Certificate
Millsaps College 1998 — 2002
Bachelors of Business Administration
KPMG March 2015 - Present
Avery Analytics Inc August 2012 - March 2015
Columbia University 2012 - December 2014
BNP Paribas September 2006 - November 2011
Lehman Brothers 2000 - 2006
Citi 1997 - 2000
Skills
Statistics, Data Mining, Data Science, Statistical Modeling, R, Risk Management, Fixed Income, Financial Modeling, SAS, Financial Institutions, Banking, Capital Markets, Machine Learning, Regulatory Capital, Finance, Quantitative Analytics, Data Visualization, Financial Risk, Python, Predictive Analytics
Education
Columbia University Graduate School of Arts and Sciences 2012 — 2013
Master's Degree
Columbia Business School
MBA
Duke University
BA
William Penn Charter School, Philadelphia
Glencore August 2015 - Present
Glencore June 2015 - August 2015
Arosa Capital Management February 2015 - May 2015
Columbia Business School August 2012 - May 2015
Glencore May 2014 - August 2014
Bunge June 2013 - August 2013
Citi July 2011 - July 2012
Citi July 2008 - July 2011
Skills
Investment Banking, Mergers & Acquisitions, Entrepreneurship, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Oil/Gas, Energy, Commodity, International Shipping, Emerging Markets, Project Finance, Soft Commodities, Agriculture, Commodity Markets
Education
Columbia University - School of International and Public Affairs 2014 — 2015
Master of International Affairs (MIA)
Columbia Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard College 2003 — 2008
AB, East Asian Studies with Economics secondary field
Keio University 2005 — 2006
Phillips Exeter Academy 1998 — 2002
Med.Tools May 2014 - Present
Goldman Sachs March 2010 - March 2012
Citi June 2008 - March 2010
Citi June 2007 - August 2007
Oppenheimer & Co. January 2006 - December 2006
Skills
Equity Research, Financial Modeling, Bloomberg, Investment Banking, Valuation, Private Equity, DCF, Equity Valuation
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship, Management
New York University, Stern School of Business 2004 — 2008
Bachelor of Science (BSc), Finance, International Business
The Kraft Heinz Company June 2012 - Present
Kraft Foods Group June 2011 - August 2011
Citi November 2006 - July 2010
Ipsos ASI September 2005 - November 2006
PepsiCo May 2004 - August 2004
Skills
Brand Management, Marketing Strategy, Marketing Research, Cross-functional Team..., Project Management, Consumer Insight, Segmentation, Analytics, Competitive Analysis, Consumer Products, Customer Insight, Market Research, Brand Architecture
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Columbia University in the City of New York
Bachelor's Degree
MILA Research & Advisory, LLC 2012 - Present
Wells Fargo 2001 - 2006
IDC 2000 - 2001
Citi 1998 - 2000
Inter-American Dialogue 1994 - 1996
The Andrew W. Mellon Foundation 1992 - 1994
Skills
Entrepreneurship, Strategy, Market Research, Data Analysis, Analytics, Marketing Strategy, Business Development, Management Consulting, Social Media, Business Strategy, Market Intelligence, Latino Markets, Strategic Partnerships, Competitive Analysis, Online Marketing
Education
University of California, Irvine
Doctor of Philosophy (Ph.D.), Management - Marketing
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance and Business
New York University
Bachelor of Arts, Latin American Studies & History
Hyper Island
Digital Acceleration
Friends Academy
High School
Citi August 2014 - Present
Columbia Business School September 2012 - May 2014
IBM June 2013 - August 2013
Amdocs May 2010 - May 2012
Bank Hapoalim May 2009 - May 2010
Israel Defense Forces December 2001 - December 2003
Skills
Integration, Software Project..., C++, Cross-functional Team..., Program Management, Analysis, Software Development, CRM, SQL, Project Planning, Management, Quality Assurance, Marketing Strategy, Team Management, Security, Strategy, Product Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Technion - Israel Institute of Technology 2004 — 2010
Bachelor of Science (B.Sc.), Computer Software Engineering
Citi June 2013 - Present
IBM December 2011 - June 2013
PwC February 2010 - June 2011
Touro College 2009 - 2010
KPMG Advisory November 2007 - November 2008
AXA January 2006 - November 2007
MetLife September 2003 - December 2005
Ambac 2002 - 2003
University of the Witwatersrand 1992 - 1994
Skills
Market Risk, Derivatives, Financial Risk, Fixed Income, Risk Management, Securities, Financial Modeling, Valuation, ALM, Finance, Quantitative Finance, Counterparty Risk, Actuarial Science, Solvency II, Basel II, Portfolio Management, Credit Derivatives, Hedging, Investments, Enterprise Risk..., Quantitative Analytics, Options, Economic Capital, Equity Derivatives, Operational Risk, VAR, Greeks, Swaptions, FRAs, IPV, Mark to Market, Banking, Swaps, Credit, Capital Markets, Hedge Funds, Risk Measurement, FAS 157, Stress Testing, Performance Attribution, Conditional VAR, Equities, Bloomberg, VBA, Analysis
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance, mangement
University of the Witwatersrand 1992 — 1995
MSc, Statistics/ Actuarial Science
Audible, Inc. (an Amazon company) June 2015 - August 2015
Citi 2013 - 2014
Citi 2010 - 2013
Skills
Financial Modeling, Bloomberg, Valuation, Data Analysis, Investment Banking, Strategy, Due Diligence, Leveraged Finance, Capital Markets, Financial Analysis, Corporate Finance, Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance, GPA: 4.0
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Taipei American School 2002 — 2006
Next Street Financial January 2010 - June 2013
Pembrook Community Capital January 2009 - December 2009
Citi May 2006 - December 2008
JP Morgan Chase May 2000 - May 2006
Praedium Group January 1998 - April 2000
Education
Columbia University - School of International and Public Affairs
MPA
The University of Chicago
BA, Sociology and Pre-medicine
Bronx Science
Morgan Stanley August 2014 - Present
Citi October 2009 - May 2012
Citi July 2007 - October 2009
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Dean's Graduation Honors
Georgetown University 2003 — 2007
BA, Philosophy, English, Economics, Honors
University of Cape Town 2005 — 2005
Semester abroad, African History
Citi July 2015 - Present
Columbia University September 2009 - February 2015
Court Square Capital Partners August 2011 - July 2014
Wyle June 2012 - August 2013
House of the Roses Volunteer Dance Company, Inc February 2004 - January 2013
Court Square Capital Partners August 2007 - August 2011
New Jersey Devils September 2008 - May 2009
Julie Morgenstern Enterprises June 2004 - August 2007
Skills
Non-profits, Social Media, Research, Nonprofits, Editorial, International Relations, Editing, Policy, Fundraising, Public Policy, Microsoft Office, Economics, Analysis, Policy Analysis, Leadership, Public Speaking, Foreign Policy, Crisis Management, Cyber-security
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Masters of International Affairs, International Security Policy
Columbia University in the City of New York 2009 — 2014
B.A, Middle Eastern Studies, 3.89/4.0, Magna Cum Laude
New York University 2002 — 2003
Citi August 2013 - Present
Columbia Business School March 2011 - May 2013
Citi May 2012 - August 2012
Vintus September 2008 - March 2011
Wine & Spirits Magazine August 2006 - July 2007
Food Arts Magazine May 2005 - September 2005
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Management Consulting, Analysis, Forecasting, Due Diligence, Competitive Analysis, Emerging Markets, Strategy, Analytics, Mergers & Acquisitions, Market Research
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
Columbia University in the City of New York 2003 — 2007
BA, Political Science, English Literature
The Culinary Institute of America 2001 — 2003
AOS, Culinary
MasterCard March 2015 - Present
MasterCard August 2012 - Present
Citi July 2011 - August 2012
Citi November 2009 - June 2011
Citi November 2007 - November 2009
Citi October 2005 - October 2007
Citi October 2003 - November 2005
Citi January 2001 - October 2003
Phillip Morris August 1998 - January 2001
Skills
Financial Services, Portfolio Management, Banking, Credit Cards, Business Development, Product Management, CRM, Relationship Management, Leadership, Retail Banking, Emerging Markets, Management, Team Management, Program Management, Finance, Mergers & Acquisitions, Payments, Financial Risk, Team Leadership, Sales, Capital Markets, Strategy, Investment Banking
Education
Columbia University - Columbia Business School 2004 — 2006
EMBA
Universidad Católica Argentina- Engineering and Exact Sciences 1997 — 2001
Bachelor
New York University - Leonard N. Stern School of Business
Webster Bank August 2015 - Present
OneMain Financial October 2013 - July 2015
Citi September 2012 - September 2013
Citi January 2011 - September 2012
Citigroup, Student Loan Corporation June 2008 - December 2010
Citigroup March 2005 - June 2008
CIBC World Markets 1996 - 2005
Skills
Capital Markets, Securitization, Cash Management, Strategic Planning, Portfolio Management, Financial Analysis, Due Diligence, Banking, Derivatives, Treasury Management, Corporate Finance, Mergers & Acquisitions, Risk Management, Bloomberg, Treasury, Analysis, Trading
Education
Columbia University - Columbia Business School 2000 — 2001
Union Pacific Railroad March 2015 - Present
Citi August 2012 - February 2015
Union Pacific Railroad 2004 - 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Competitive Intelligence, Market Research, Strategic Planning, Business Strategy, Market Analysis, Product Development, Project Management, Marketing Strategy, Marketing, Strategy, Analytics
Education
Columbia University - Columbia Business School
MBA
University of Nebraska-Lincoln
Citi 2008 - Present
Merrill Lynch 2001 - 2006
Skills
Financial Modeling, Capital Markets, Corporate Finance, Business Strategy, Fixed Income, Hedge Funds, Investment Banking, Valuation, Investments, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
Spelman College 1998 — 2002
BA, Economics
Midwood High School 1994 — 1998
Citi June 2011 - Present
Jefferies & Company June 2010 - June 2011
Morgan Stanley 2007 - 2009
Skills
Equities, Hedge Funds, Special Situations, Event Driven
Education
Columbia University - Columbia Business School 2003 — 2005
TASOK
American Express January 2012 - Present
American Express January 2012 - Present
American Express January 2011 - Present
American Express March 2008 - December 2010
Citi June 2002 - March 2008
Education
Columbia University - Columbia Business School 2000 — 2002
Harvard University 1992 — 1996
B.A., Statistics
Citi January 2015 - Present
Citi April 2014 - January 2015
Citi November 2012 - April 2014
Citigroup November 2009 - November 2012
Willkie Farr & Gallagher LLP September 2006 - November 2009
Organization of American States August 2005 - December 2005
U.S. Securities and Exchange Commission June 2005 - August 2005
Organization of American States June 2004 - August 2004
Reuters February 2002 - August 2003
Reuters January 2000 - February 2002
Skills
Legal Writing, Legal Research, Government, Private Investigations, FCPA, Civil Litigation, Litigation, Risk Assessment, Analysis
Education
The George Washington University Law School 2004 — 2006
JD, with Honors
Columbia University - Graduate School of Journalism 1995 — 1996
MS, Journalism
Macalester College 1990 — 1994
BA, cum laude, Russian and Eastern European Studies
U.S. Army JAG Corps October 2010 - Present
International Criminal Tribunal for the Former Yugoslavia (ICTY) March 2010 - July 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2009
Citi June 2006 - January 2007
New York County District Attorney's Office September 2003 - June 2006
Bronx County District Attorney Office August 2001 - September 2003
Skills
Criminal Law, Legal Research, Legal Writing, Litigation, International Law, Administrative Law
Education
Columbia University - School of International and Public Affairs 2008 — 2012
MPA, International Affairs
Columbia Law School/University of Amsterdam 2009 — 2010
LLM, International Criminal Law
University of Florida - Fredric G. Levin College of Law 1998 — 2001
JD
University of Florida 1993 — 1997
BS, Psychology, French
One Line Partners January 2014 - Present
Goldman Sachs January 2011 - December 2012
Bulltick Capital Markets 2009 - 2011
Citi 2007 - 2009
Skills
LBO, Investment Banking, DCF, M&A experience, Corporate Finance, Emerging Markets, Financial Modeling, Private Equity, Capital Markets, Equity Research, Bloomberg, Valuation
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Texas Tech University
BA
Fordham Prep
De La Salle Academy
Citi September 2015 - Present
Citi August 2013 - August 2015
Morgan Stanley July 2011 - August 2013
Susquehanna International Group March 2009 - July 2011
BANK OF AMERICA MERRILL LYNCH April 2005 - February 2009
Merrill Lynch December 2003 - April 2005
CLEARBRIDGE ADVISORS (fmr. SMITH BARNEY ASSET MGMT) December 1999 - November 2003
Skills
Valuation, Equities, Equity Research, Investments, Financial Analysis, Options, DCF, Trading, Mutual Funds, Analysis, Bloomberg, Financial Modeling, Capital Markets, Financial Services, Fixed Income, Investment Banking, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Executive Program
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS 1999 — 2003
BBA, Finance and Investments, 2003
Citi December 2014 - Present
Evercore Partners April 2013 - October 2014
Keefe, Bruyette & Woods June 2007 - December 2012
Calyon Financial April 2005 - July 2007
JPMorgan March 2002 - April 2005
Robertson Stephens 1999 - 2001
Skills
Finance, Competitive Analysis, Franchising, Equity Research, Valuation, Corporate Finance, Equities, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, Bloomberg, Investment Management
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University - School of International and Public Affairs
MIA, International Affairs
New York University
St. Albans
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
Citi October 2012 - Present
Citi February 2010 - October 2012
FutureBrand September 2006 - January 2010
Monitor Group September 2004 - September 2006
Orion Consultants July 1998 - June 2002
Skills
Segmentation, Marketing Strategy, Management Consulting, Competitive Analysis, Business Strategy
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Dartmouth College 1994 — 1998
BA
Citi June 2013 - Present
Algorithmics, an IBM Company December 2011 - June 2013
PwC Consulting February 2010 - June 2011
KPMG Advisory November 2007 - November 2008
Skills
Portfolio Management, Financial Risk, Bloomberg, Risk Management, Financial Modeling, Investments, Financial Analysis, Derivatives, Valuation, Equities, Actuarial Science, Swaps, VAR, Market Risk, Operational Risk, ALM, Equity Derivatives, Fixed Income, Commodity, Private Equity, Credit Risk, Hedging, Securities, Finance, Business Analysis, Options, Analysis, Enterprise Risk..., Credit, Basel II, Credit Derivatives, Liquidity Risk, Banking, Solvency II
Education
Columbia University - Columbia Business School 2001 — 2002
Master of Business Administration (MBA), Finance, General
University of the Witwatersrand 1992 — 1995
Master of Science (MSc), Mathematical Statistics and Probability
Whittier Trust Company April 2012 - Present
Citi June 2008 - April 2012
Bessemer Trust April 2003 - July 2006
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Managment, Asset Management, Financial Modeling, Hedge Funds
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
University of Arizona 1997 — 2001
BSBA, Finance and Marketing
Citi 2012 - Present
Citi 2006 - 2011
Citi 2001 - 2005
Prophet Brand Strategy 2000 - 2001
WPP Group 1999 - 2000
WPP Group 1996 - 2000
The McCall Pattern Company, New York, New York 1990 - 1994
Skills
Brand Equity, Brand Architecture, Customer Insight, Brand Management, Marketing Strategy, Market Research, Financial Services, Marketing Research, Strategy, Corporate Branding, Marketing Communications, Business Strategy, Advertising, Leadership, Cross-functional Team..., Brand Development
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Rutgers University-New Brunswick 1985 — 1989
B.A.
Moody's Corporation 2008 - Present
Citi 2004 - 2008
Education
Columbia University - Columbia Business School 2000 — 2004
Ph.D., Finance
Peking University
Mathematics
Secco Squared 2008 - Present
Citi July 2006 - July 2009
CGI-AMS 1999 - 2004
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 1995 — 1999
BS, Finance/Information Systems
AIG March 2015 - Present
AIG March 2013 - March 2015
AIG Property & Casualty 2011 - 2013
AIG 2007 - 2011
Citi 2006 - 2007
East River Ventures LP 2000 - 2006
Robertson Stephens 2000 - 2000
Deloitte Consulting 1997 - 2000
Price Waterhouse Management Consulting 1994 - 1996
JP Morgan 1993 - 1994
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Strategy
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1993
BS, Industrial Engineering
Cornell University 1988 — 1992
BA, Economics & Government
Citi 2007 - Present
Citi 2004 - 2007
Citi 2002 - 2004
Citi 1999 - 2002
Salomon Brothers 1997 - 1999
Salomon Brothers 1996 - 1997
Salomon Brothers 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Queen's University 1988 — 1992
Bachelor of Commerce (B.Com.), Finance, General
Independent Consulting June 2014 - Present
Accenture April 2012 - May 2014
Omnicom Media Group 2007 - April 2012
IBM Global Services 2006 - 2007
Morgan Stanley 2001 - 2006
Peoples Bank - Bridgeport, Ct. January 2001 - April 2001
Pipe9 Corporation (Internet Startup) June 2000 - December 2000
Citi February 1999 - June 2000
JPMorgan Chase 1985 - 1999
IBM 1980 - 1983
Skills
Business Intelligence, Analytics, Balanced Scorecard, Dashboards, Segmentation, Strategic Planning, Data Mining, Dashboard, Business Analytics, Management, Competitive Analysis, Strategy, Management Consulting, Data Management, Financial Services, Web Analytics, CRM, Business Analysis, Managerial Finance, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
American Express January 2012 - Present
The City of Cincinnati 2011 - 2012
E-BITDA, LLC 2009 - 2011
Citi May 2004 - December 2008
Dreyfus 2003 - 2004
BNY Mellon 2002 - 2003
GE Capital 2001 - 2001
Citi 1997 - 2000
Macy's 1991 - 1997
Skills
Due Diligence, Capital Markets, Corporate Finance, Financial Modeling, Bloomberg, Analysis, Valuation, Financial Analysis
Education
Columbia Business School
MBA, Finance, General
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Wellesley College
Bachelor's Degree, Mathematics
Citi April 2015 - Present
M&T Bank September 2013 - April 2015
M&T Bank July 2011 - August 2013
ISM, Inc March 1998 - December 2010
Skills
Business Strategy, Financial Modeling, Financial Analysis, Valuation, Management Consulting, Due Diligence, Strategic Planning, Risk Management, Program Management, Competitive Analysis, Entrepreneurship, Marketing Strategy, Product Development, Product Management, Strategy Development, Forecasting, Business Planning, Negotiation, Market Research, Budgeting, Financial Planning, Process Improvement, Strategy, Business Analysis, Business Intelligence, Portfolio Management, Private Equity, Analytics, Budgets, Cross-functional Team...
Education
Columbia University - Columbia Business School
MBA
Osmania University
Bachelor of Engineering (BEng)
C-III Capital Partners April 2015 - Present
Brookfield Asset Management January 2013 - March 2015
Brookfield Asset Management May 2010 - December 2012
Babcock & Brown August 2006 - November 2009
Credit Suisse March 2004 - June 2006
Citi June 2002 - March 2004
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Financial Structuring, Asset Managment, Equities, Due Diligence, Alternative Investments, Corporate Finance, Real Estate Economics, Investments, M&A experience, Special Situations, Financial Analysis, Finance, Mergers & Acquisitions
Education
Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Dean's Honors
Bachelor of Science in Business Administration 1998 — 2002
Bachelor of Science (B.S.), Finance and Information Systems
Citi May 2015 - Present
Citi July 2011 - June 2015
Federal Bureau of Investigation 2007 - 2011
Deloitte Consulting 2007 - 2008
DOJ - ICITAP 2005 - 2007
Bear Stearns & Co., Inc. 2003 - 2004
Skills
Capital Markets, Analysis, Financial Modeling, Corporate Finance, Valuation, Transaction Experience, Marketing, Loans, Financial Analysis, Private Equity, Financial Structuring, Investments, Investment Banking, Equities
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Elon University 2001 — 2005
BA, International Affairs, Spanish
Low Income Investment Fund July 2008 - Present
Citi 1987 - 2008
Citigroup Global Markets 1987 - 2008
ExxonMobil 1985 - 1987
Skills
Leadership, Management, Structured Finance, Grants, Strategy, Community Development, Financial Analysis, Banking, Risk Management, Investments, Loans, Credit
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance/Accounting
Hobart and William Smith Colleges 1979 — 1983
BA, Economics
Structured Portfolio Management April 2014 - Present
Citi April 2009 - March 2014
Natixis North America February 1993 - April 2009
M&T Bank June 1990 - February 1993
Bear Stearns November 1986 - December 1988
Skills
Hedging, Securitization, Capital Markets, Trading, MBS, Mortgage, Structured Finance, Fixed Income, Valuation, ABS, Portfolio Management, Residential Mortgages, Mortgage Servicing, Mortgage Banking, Mortgage Lending, Structured Products, Credit Analysis, Investment Banking, Derivatives, Financial Structuring, Treasury, Bonds, Hedge Funds, Securities, Alternative Investments, Credit Derivatives
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance / Marketing
University of Pennsylvania - The Wharton School 1984 — 1986
Bachelors, Economics / Accounting
Emory University 1982 — 1984
Bank of America 2011 - 2014
Deutsche Bank 2010 - 2011
Citi 2009 - 2010
Odyssey Financial Technologies 2005 - 2009
Standard & Poor's 2004 - 2005
Axion Capital 2001 - 2004
Sun Microsystems 2000 - 2001
Prudential Financial 1997 - 2000
UPS 1988 - 1997
Skills
Process Improvement, Requirements Analysis, Team Leadership, Software Project..., Product Management, Management Consulting, Vendor Management, IT Strategy, Business Analysis, Data Modeling, CRM, IT Management, Project Management, Strategic Planning, Integration, Requirements Gathering, Leadership, Agile Methodologies, New Business Development, Business Intelligence, Outsourcing, Business Development, SDLC, Visio, Banking, Consulting, Start-ups, Business Strategy, Enterprise Architecture, Cross-functional Team..., Financial Services, Team Building, Databases, Account Management, Strategy, Business Process...
Education
Columbia University - School of International and Public Affairs
Political Science International Relations
Meta Group / Zachmann
Enterprise Architecture Boot Camp
Transitioning to Green
Sustainability Studies, Green Careers, Sustainable Economy
Bank of America Merrill Lynch March 2014 - Present
Jefferies & Company August 2012 - February 2014
Columbia Business School August 2010 - May 2012
Citi June 2011 - August 2011
Newedge Group January 2009 - August 2010
Goldman Sachs August 2006 - January 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Emerging Markets, Mergers, Finance, LBO
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Vassar College 2002 — 2006
BA, Economics, Russian Studies, Mathematics
First English Language School
High School
Lazard Asset Management June 2011 - Present
International Asset Management July 2009 - April 2011
Citi 2004 - 2009
Lehman Brothers 1998 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Investment Banking, Asset Managment, Asset Management, Investments
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania 1994 — 1998
BA
Stamford High School
Corvex Management 2011 - Present
Columbia Business School 2009 - May 2011
Omega Advisors May 2010 - August 2010
Citi July 2005 - November 2008
Skills
Asset Managment, Portfolio Management, Capital Markets, Equities, Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2001 — 2005
BA, Economics - Political Science
Kingsley Consulting April 2013 - Present
Citi November 1988 - April 2013
Skills
LOTS, Fixed Income, Series 7, Investment Banking, Prime Brokerage, Series 63, Trading, Derivatives, Financial Markets, Alternative Investments, Electronic Trading, Risk Management, Relationship Management, FINRA, Equity Derivatives, Emerging Markets, Middle Office, Options, Equities, Structured Products, Securities, Capital Markets, Hedge Funds, Investments, Bloomberg, Trading Systems
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Duquesne University 1975 — 1980
BSBA, Finance, Economics
Bloomberg June 2006 - Present
Tinnerman Palnut Engineering Products 2003 - 2006
Verizon 1999 - 2002
Citi 1998 - 1999
Skills
Virtulization Solutions, Project Management, Data Center, Virtualization, VMware, Disaster Recovery, PMP, Vendor Management, Project Planning, Technical Training, Linux, TCP/IP, Troubleshooting, IT Management, Visio, Cisco Technologies, Windows, ITIL v3 Foundations..., SharePoint, Management, System Administration, ITIL, Unix, Analysis, Infrastructure, IT Service Management, Integration, System Deployment, Information Technology, Networking, IT Operations, Technical Support, Servers, Solaris, Enterprise Architecture, IT Strategy, SDLC, Cloud Computing, Security, Operating Systems, Active Directory, Business Continuity, Storage, Network Security, Incident Management, Service Delivery, Network Design, Windows Server, Network Architecture, DNS
Education
Columbia University - Columbia Business School 2013 — 2013
Business Edge Program, Leadership & Strategy
New York University 2013 — 2013
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2013
Mini-MBA™: Business Essentials
Indiana Tech
Bachelor of Business Administration (B.B.A.), Management, GPA 3.67
Two Sigma Investments 2014 - Present
Private Investor 2009 - Present
City Light Capital Investment 2004 - 2008
The Fresh Air Fund 1998 - 2005
WTR Hedge Funds 2001 - 2003
Citi 1992 - 2000
Smith Barney 1989 - 1991
American Express 1983 - 1989
S.B. Lewis 1982 - 1983
Skills
Investments, Private Equity, Asset Managment, Wealth Management, Venture Capital, Hedge Funds, Mutual Funds, Alternative Investments, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Financial Analysis, Financial Advisory, Mergers & Acquisitions, Strategic Financial..., Trading, Financial Services, Corporate Development, Entrepreneurship, Bloomberg, Leveraged Finance, Strategy, Investment Management, Insurance, Commodity, Asset Allocation, Securities, Banking, Financial Modeling, Valuation, Options, Financial Structuring, Investment Strategies, Asset Management, Due Diligence, Private Placements, Restructuring, Financial Markets, Bonds, Finance, Series 63, Risk Management, Series 7, Derivatives, Executive Management, Capital Markets, Equities, LBO
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Economics, Accounting
Vanderbilt University 1974 — 1978
B.S., Economics
Milton Academy 1970 — 1974
HS Diploma, High School
ICF International March 2015 - Present
ICF International August 2012 - February 2015
Citi January 2012 - May 2012
New York Power Authority June 2011 - March 2012
Baha'i International Community (BIC), United Nations September 2009 - March 2010
Franklin & Marshall College May 2008 - May 2009
Oxfam America July 2006 - August 2006
Skills
Fluent in Mandarin..., Working knowledge of..., Research, Energy, Public Policy, Stata, Financial Analysis, Renewable Energy, Microsoft Excel, Policy Analysis, Valuation
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master of International Affairs, Energy
Franklin & Marshall College 2005 — 2009
B.A., Economics, International Studies
Wuhan Foreign Languages School 1999 — 2005
Secondary School
Citi August 2011 - Present
Tokio Marine Asset Management Co., Ltd. July 2010 - September 2010
Toyota December 2005 - December 2009
National Security Agency 2000 - 2002
Education
Columbia University - Columbia Business School
MBA
The University of British Columbia
Korea University
Bachelor's Degree
Capital One November 2011 - Present
OldSlip Group June 2011 - November 2011
Citi July 2007 - December 2009
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 2005 — 2007
Master of Science (MSc), Electrical and Computer Engineering
University of Illinois at Urbana-Champaign 2003 — 2005
Bachelor of Science (BSc), Computer Engineering
Purdue University 2002 — 2003
Citi January 2013 - Present
Citi January 2010 - December 2012
Citi August 2009 - January 2010
Citi September 2007 - July 2009
Citi September 2006 - August 2007
Federal Reserve Bank of New York June 2000 - August 2004
Skills
Derivatives, Capital Markets
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Fordham University 1996 — 2000
BS, Finance & Economics
Bankers Executive Search May 2006 - Present
Chase Manhattan Corporation January 2002 - April 2006
Countrywide March 1999 - December 2001
Bear Stearns April 1999 - November 1999
Citi January 1997 - March 1999
GMAC March 1995 - December 1996
Bank of America February 1993 - February 1995
WaMu January 1989 - February 1993
Wells Fargo Bank March 1986 - January 1988
Fannie Mae June 1984 - February 1986
Skills
Finance, Executive Management, Loan Origination, Financial Analysis, Executive Search, Mergers, Fixed Income, Technical Recruiting, Internet Recruiting, Talent Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
New York University 1978 — 1981
BA, Business/Finance
Stifel April 2014 - Present
De La Rosa & Co. May 2009 - April 2014
Citi March 2003 - May 2009
RBC Capital Markets June 1993 - March 2003
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, Accounting, Public-Non Profit Management
University of California, Berkeley 1983 — 1987
B.A., Economics
Good Guys Media Ventures LLC 2013 - Present
Citi 2010 - 2013
Citi 2000 - 2010
CBS News 1996 - 2000
Education
Harvard University, John F. Kennedy School of Government 1990 — 1992
Masters in Public Policy
Columbia University - Graduate School of Journalism 1989 — 1990
Masters
University of California, Berkeley 1984 — 1988
BA
Columbia Management September 2012 - Present
Columbia Management April 2006 - September 2012
Moody's Investors Service May 1998 - January 2000
Asian Securitization & Infrastructure Ltd April 1996 - March 1997
Capital Markets Assurance Corp (CAPMAC) June 1991 - March 1996
Citi November 1985 - August 1989
Skills
Mutual Funds, Financial Services, Asset Management, Investments, Relationship Management, Risk Management, Financial Analysis, Credit, Financial Risk, Operational Risk..., Business Analysis, Credit Analysis, Process Improvement, Wealth Management, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1989 — 1991
Master of Business Administration (M.B.A.), International Finance
Georgetown University 1981 — 1985
Bachelor's Degree, Foreign Service
Citi October 2013 - Present
BLU Realty Group January 2012 - Present
Standard & Poor's 2006 - August 2013
JPMorgan Chase April 2002 - June 2007
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Financial Markets, Bloomberg, Securitization, Structured Finance, Financial Modeling, Investment Banking, Bonds, Market Data, Structured Products, Portfolio Management, Valuation, Currency, Real Estate Economics, Investments, Loans, Business Analysis, Leadership, Program Management, Risk Management, SDLC, Project Management, Financial Services, Vendor Management, Management
Education
Columbia Business School
MIS, Management Information Systems, General
Citi August 2011 - Present
Citigroup June 2010 - August 2010
Kimberly-Clark February 2007 - May 2009
Kimberly-Clark October 2005 - January 2007
Unilever April 2004 - September 2005
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance and General Management
Universidad del Pacífico (PE) 2000 — 2004
BA, Accounting, Finance
Citi March 2013 - Present
Citi May 2010 - Present
Citi March 2003 - May 2010
Cal Fed Bank (Golden State Bancorp) January 2000 - March 2003
Franchise Mortgage Acceptance Corp June 1998 - January 2000
Morgan Stanley July 1994 - June 1998
The Dime Savings Bank June 1989 - July 1994
Skills
Finance, Fixed Income, Banking, Structured Finance, Liquidity Management, Transfer Pricing, FX Hedging, Derivatives
Education
Columbia Business School 1987 — 1989
MBA
Saint Bonaventure University 1984 — 1987
BBA
Independent Consultant 2004 - Present
Morgan Stanley 1997 - 2004
Citi 1993 - 1995
Skills
Management Consulting, Entrepreneurship, Business Analysis, Strategic Planning, Investments, Mergers, Business Strategy, Start-ups, Risk Management, Program Management, Investment Banking, Leadership, Mergers & Acquisitions, Business Development, Project Management, Outsourcing
Education
Columbia Business School 2000 — 2002
MBA, Finance
UCLA
Economics
Citi July 2013 - Present
Barclays Investment Bank May 2013 - July 2013
TUDOR INVESTMENT CORPORATION May 2010 - December 2011
TUDOR INVESTMENT CORPORATION September 2001 - May 2010
TUDOR INVESTMENT CORPORATION September 1999 - September 2001
Skills
Microsoft Office, Excel, Word, Project Finance, Project Planning, Business Process..., Business Process Design, Business Analysis, Bloomberg, Bloomberg Terminal, Data Analysis, Data Management, Hedge Funds, Project Management, Project Portfolio..., MS Project, Reuters 3000, Reuters, Contract Management, Contract Negotiation, Contractual Agreements, Vendor Management, Vendor Relationships, Data Governance, Project Governance, Datastream, Microsoft Excel, Microsoft Word, Derivatives, Securities, Valuation, Fixed Income, Options, Equities, Equity Derivatives, Maturity Models
Education
New York University
Finance and Project Mgmt courses
Columbia University - School of International and Public Affairs
Master's degree, Public Administration
University of California, Santa Cruz
Bachelor of Arts (BA), Political Science and Government
Institut d'Etudes Politiques de Grenoble
Political Science and Government
One Kings Lane April 2015 - Present
Reed Krakoff 2014 - Present
The Boston Consulting Group 2013 - 2014
Warby Parker August 2012 - December 2012
The Boston Consulting Group 2008 - 2011
Citi 2007 - 2008
Skills
Strategy, Business Strategy
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2003 — 2007
Bachelor's Degree, Economics and Psychology
Citi August 2014 - Present
Eachwin Capital (Hedge Fund) December 2013 - July 2014
Wells Fargo May 2013 - August 2013
Columbia Management 2010 - 2012
Skills
Financial Modeling, Investments, Valuation, Due Diligence
Education
Columbia Business School
Master of Business Administration (MBA)
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Infrastructure/Transportation
Massachusetts Institute of Technology
Master of Science (MS), Econometrics/Transportation
Cintas January 2010 - Present
The Boston Consulting Group March 2006 - December 2009
Citi July 2004 - January 2006
Skills
SAS
Education
Columbia Business School
Citi 2008 - 2011
GE Capital 1993 - 2007
Accenture 1987 - 1993
Skills
Business Transformation, Organizational..., Productivity, Cost Saving Initiatives, Operations Management, Operations Improvement, Acquisition Integration, Management Consulting, Six Sigma, Process Improvement, Strategic Initiatives, Business Analysis, Information Technology, Project Management, Change Management, Consolidation, Operations Processes, Shared Services, Outsourcing, P&L Management, Digitization, Process Simplification, Large Systems..., Marketing, Credit Analysis, Consumer Financing, Commercial Finance
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA)
Cornell University 1983 — 1987
Bachelor of Science (BS)
Citi July 2014 - Present
Columbia University in the City of New York September 2013 - May 2014
Time Warner Cable June 2013 - August 2013
Citi July 2010 - June 2012
Citi July 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Fixed Income, High Yield, Credit Derivatives, Equities, Bloomberg, Stata, Economics, Analysis, Finance, Capital Markets, Emerging Markets, International Relations, Leveraged Finance, Investments, Corporate Finance
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs
New York University, Stern School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance and Accounting
Stevens Institute of Technology, School of Business March 2014 - Present
RBC Capital Markets March 2010 - February 2014
Citi 2003 - 2009
Stern Stewart & Co. June 1996 - May 2003
Salomon Brothers June 1995 - June 1996
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Series 7, Series 63, Microsoft Excel, PowerPoint, Consulting, Valuation
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1992 — 1995
Bachelor of Science (B.S.), Business/Managerial Economics
Delbarton School 1988 — 1992
High School
Jewels 'n Style 1999 - Present
JPMorgan Chase & Co. 1998 - 2000
Financial Institutions Consulting 1996 - 1998
Citi 1994 - 1996
Accenture 1987 - 1991
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA)
De La Salle University 1983 — 1986
Bachelor of Science (BSc), Accounting
The ALIX Experience April 2015 - Present
Citi 1999 - 2005
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, Management of Organizations
Dartmouth College
A.B., Government, French