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
Citi 2012 - 2013
Interpersonal Relationship Studies lab August 2012 - December 2012
Rodkin Lab - University of Illinois at Urbana Champaign January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, SPSS, Teaching, Analysis, English, Teamwork, Outlook, Windows
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Bachelor of Arts (BA), Economics and Psychology
De Anza College 2008 — 2010
General Education
BBAM LLC April 2008 - Present
Citi July 2007 - April 2008
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Strategy, Investor Relations, Equities, Capital Markets, Business Strategy, Finance, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Data Analysis, Analysis, Risk Management, Forecasting, Business Analysis, Private Equity, Contract Negotiation, Derivatives
Education
Dartmouth College 2003 — 2007
AB, Government, Mathematics
Lewis & Clark High School
Citi February 2007 - Present
Citi Community Capital February 2007 - Present
Capmark Financial Group 2002 - 2007
Capmark 2005 - 2006
GMAC Commercial Mortgage 2002 - 2006
Skills
LIHTC, Tax Credits, Underwriting, Real Estate Finance, Credit
Education
Davidson College 1981 — 1985
BA - Econ, Economics, literature, history, political science
The Kraft Heinz Company August 2015 - Present
Kraft Foods Group August 2014 - August 2015
Kraft Foods Group August 2013 - August 2014
Goldman Sachs May 2012 - August 2012
Pia Capital Mgmt. April 2011 - July 2011
Auriga USA, LLC March 2010 - December 2010
Arch Bay Capital February 2009 - February 2010
Citi July 2005 - November 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Masters of Business Administration
Dartmouth College 2001 — 2005
Bachelor of Arts, Economics
HSBC March 2010 - Present
Citi July 2008 - March 2010
Citi August 2006 - June 2008
Citi September 2004 - July 2006
Citi April 2003 - August 2004
Skills
Commercial Banking, Loans, Mortgage Lending, Banking, Retail Banking, Commercial Lending, Leadership, Credit Analysis, Credit, Lines Of Credit, Relationship Management, Credit Risk, Trade Finance, Asset Based Lending, Small Business Lending, Cross Selling, Cash Management, Series 63, Insurance, Branch Management, Securities, Commercial Mortgages, Risk Management, Consumer Lending, Portfolio Management, Loan Origination, Finance
Education
San Jose State University 2000 — 2002
Business Administration, Corporate Finance
West Valley College 1998 — 2000
Undergraduate General Education
De Anza College 1997 — 1998
Kryton International Inc. July 2014 - Present
Taymor Industries January 2013 - June 2014
Schnitzer Steel August 2011 - December 2012
Citi March 2007 - August 2010
Lechon Delight November 2005 - February 2007
Thomson Reuters October 2003 - August 2005
PBCOM January 2003 - April 2003
Skills
Business Analysis, Data Analysis, Project Management, Financial Analysis, Microsoft Office, Microsoft Excel, SQL, Management, Analysis, Research, Business Development, PowerPoint, Process Improvement, SharePoint, Financial Reporting, Customer Service, Databases, Business Process..., Team Building, Accounting, Finance, Budgets, Access, Logistics, Time Management, Inventory Management, Team Leadership, Project Planning, Software Documentation, Leadership, Training, Negotiation, Outlook, Strategic Planning, Forecasting, ERP, Business Process, Product Management, Operations Management, Product Development, SAP, Risk Management, Banking, Vendor Management
Education
De La Salle University 1999 — 2003
BSC - Management of Financial Institutions
Box June 2015 - Present
Box August 2013 - May 2015
NECN September 2010 - July 2013
Armstrong Advisory Group August 2009 - July 2013
Fox News Channel September 2010 - September 2011
Armstrong Advisory Group August 2009 - February 2010
Citi January 2008 - March 2008
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Securities, Estate Planning, Retirement
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy
Jakarta International School 1996 — 2005
High School Diploma
Citi September 2015 - Present
Bank of America March 2013 - August 2015
Parker Poe Adams & Bernstein LLP August 2010 - March 2013
Mayer Brown September 2004 - August 2010
Skills
Anti-corruption, White Collar Criminal..., Internal Investigations, Anti-bribery, FCPA, Legal Compliance, International Law, Litigation, Commercial Litigation, Civil Litigation, Appeals, Corporate Internal..., Investigation, UK Bribery Act, Securities Regulation, AML, Legal Writing
Education
University of North Carolina at Chapel Hill 2001 — 2004
J.D., Law
University of St. Andrews 1998 — 2000
M.Litt, Classical Greek Language
Davidson College 1994 — 1998
B.A., Classics; Philosophy (w/ Honors)
Citi 2015 - Present
Wells Fargo 2012 - 2014
Skills
Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Real Estate Financing, VA Loans, Financial Analysis, First Time Home Buyers, Credit Analysis, HARP, Customer Service, FHA, Investment Properties, Cash Out, Jumbo Mortgage, Leadership, New Home Purchase
Education
University of California, Davis 2008 — 2012
Bachelor's Degree, Economics
University of California, Davis 2008 — 2012
Bachelor's Degree, English, Creative Writing
De Anza College 2015 — 2017
Associate's Degree, Film Production
Gunn High School 2004 — 2008
General Education Development, General Education
RW Garcia Co May 2015 - July 2015
Fox Head, Inc. August 2013 - May 2015
First Bank April 2012 - November 2012
Citi February 2011 - April 2012
Wells Fargo July 2008 - February 2011
Skills
Customer Service, Spanish-speaking, Data Entry, Filing, Answering Telephones, Cash Management, Telephone Skills, Management, Payroll, Time Management, Accounts Payable, Visual Merchandising
Education
San Jose State University 2015 — 2018
Human Resource Management
De Anza College 2006 — 2014
Associate's degree, Business Administration and Management, General
Motus, LLC Undergraduate AdvisorDartmouth CollegeSeptember 2012 - June 2014
Dartmouth College June 2011 - March 2014
Citi September 2011 - November 2011
Skills
Research, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Data Analysis, Public Speaking, Management, Teamwork, Microsoft Word, English, Fundraising, Social Media, Statistics, Qualitative Research, Stata, Editing
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Biology
United World College of the Adriatic 2008 — 2010
International Baccalaureate Diploma
Sunbeams
Sunbeams
Excela Creative 2008 - Present
Citi March 2007 - May 2008
Vesdia Corporation 2006 - 2007
Skills
HTML, CSS, Social Media, E-commerce, Photoshop, Front-end Development, Digital Photography, Film, Front-end, User Interface Design, Web Design, CMS, Email Marketing, Web Development, HTML 5
Education
New York University 2007 — 2008
College, Graphic & Visual Design
De La Salle University 2004 — 2006
Associate of Arts (A.A.), Digital Arts
Don Bosco Technical College 1999 — 2004
Bachelor, Electronics and Communications Engineering
JPMorgan Chase & Co. March 2015 - Present
Nationstar Mortgage August 2014 - March 2015
PrimeLending August 2013 - August 2014
M & R CONSULTING SERVICES, LLC May 2002 - August 2013
Citi September 2012 - June 2013
JPMorgan Chase December 2006 - September 2012
Merrill Lynch April 1998 - May 2006
Skills
Requirements Gathering, SDLC, COBOL, DB2, Business Analysis, JCL, CICS, TSO, SQL, VSAM, DFD, Fileaid, Claims Management, Toad, ICD-9, Medical Billing, Report Writing, BABOK, Oracle SQL, FileNet, ETL, Data Warehousing, Systems Analysis, TFS, Enterprise Architecture, Software Documentation, Business Process..., Data Modeling, Business Process, Testing, Vendor Management, User Acceptance Testing, Business Requirements, Mainframe, Databases, Requirements Analysis, Analysis, Management
Education
De La Salle University
BS, Industrial Management Engineering
The Sterling Group July 2015 - Present
JH Partners August 2010 - August 2013
Citi July 2008 - June 2010
Education
Harvard Business School 2013 — 2015
MBA
Dartmouth College 2004 — 2008
Citi June 2010 - May 2014
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
De La Salle University 2006 — 2010
Bachelor's Degree
Dr. Angela Saldarriaga, MD May 2010 - Present
HSBC January 2008 - March 2010
HSBC January 2008 - January 2009
Citi February 2007 - December 2008
American Home Funding June 2007 - September 2007
Las Palmeras June 2006 - July 2007
Foot Locker June 2006 - December 2006
Skills
Data Entry, Office Management, Microsoft Excel, Microsoft Office, Insurance, Administrative..., Accounts Receivable, Health Insurance, Office Administration, Administration, Teamwork, Data Analysis, Coaching, Team Building, Healthcare, Healthcare Management, HIPAA, Customer Service, Healthcare Information..., PowerPoint, Telephone Skills, Filing, Process Scheduler, Policy, ICD-9, Spreadsheets, Medical Records, Management, EMR, Training, Time Management, Interviews, Leadership, Strategic Planning, Microsoft Word
Education
University of Phoenix 2014 — 2018
Bachelor's degree, Health/Health Care Administration/Health Science/Health Management
Practice Mangement Institute 2014 — 2014
Medical office management, Certified medical office management
Dawn Career Institute Inc 2007 — 2008
Aesthetics & Buisness Mangement, Aesthetics & Buisness Mangement
William Penn High School 2002 — 2006
High School Diploma
Coatue Management April 2015 - Present
J.P. Morgan June 2013 - March 2015
ATP Tour July 2012 - June 2013
Citi June 2011 - August 2011
Malaria No More Fund June 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Capital IQ, Financial Analysis, Financial Accounting, Financial Modeling, Credit Analysis, Market Research, Valuation, Factset, Data Analysis, Public Speaking, Social Media, Investment Banking, Event Planning, Tennis, Bloomberg, Economics, Research, Microsoft Office
Education
Dartmouth College 2008 — 2012
BA, History
New Trier High School 2005 — 2008
3.9
Huron Valley Financial, Inc. May 2014 - Present
Gold Star Mortgage Financial Group April 2013 - April 2014
Gold Star Financial Group June 2012 - April 2013
Citi May 2000 - May 2011
Skills
Mortgage Lending, Loan Origination, FHA, VA loans, Mortgage Banking, Refinance, USDA, Residential Mortgages, FHA financing, Mortgage Underwriting, Government Loans, Loans, FHA Financing, Credit Analysis, Underwriting, VA Loans
Education
Davenport University
Business Management
Citi August 2014 - Present
Lela.com May 2013 - August 2013
New York University SCPS September 2012 - August 2013
20:20 MSL September 2010 - February 2011
Hotel Grand Barrack (Family Owned) August 2009 - August 2010
Corporate Voice Webershandwick January 2009 - September 2009
Evalueserve February 2007 - October 2007
Escorts Limited Automotive Industry May 2006 - June 2006
Escorts Limited Automotive Industry May 2005 - June 2005
Skills
Public Relations, Media Relations, Analytical Skills, Creative Visualization, Statistical Concepts, Multi-channel Campaign..., Finance for Marketing..., Digital Marketing, Strategic Thinking, Blogging, Google Analytics, SPSS, CRM
Education
New York University 2012 — 2014
Master of Science (MS), Integrated Marketing (Specialization in Marketing/Digital Analytics), Current GPA 3.90
Dayalbagh Educational Institute 2002 — 2006
MBA, Finance and Marketing, 81% cumulative
Dayalbagh Educational Institute 2002 — 2005
Bachelor of Business Management (Hons.), Business Administration and Management, General
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Fairfield Inn & Suites by Marriott March 2015 - Present
Planned Parenthood of Delaware July 2011 - October 2012
Dawn Career Institute September 2011 - April 2012
Citi 2011 - 2011
Lion TotalCare July 2008 - December 2010
Skills
Phlebotomy, Medical Terminology, OSHA/HIPAA Compliance..., Anatomy, Physiology, Customer Satisfaction, Team Leadership, Communication Skills, Front Office Support, Vital Signs
Education
Dawn Career Institute Inc 2011 — 2012
Certification, Medical/Clinical Assistant
Mount Pleasant High School 2000 — 2003
High School Diploma, 2.75
Oliver Wyman July 2013 - Present
Oliver Wyman June 2012 - August 2012
Citi September 2011 - December 2011
Revolution Prep June 2011 - September 2011
Ivy Insiders June 2010 - September 2010
Education
Dartmouth College 2009 — 2013
BA, Economics with a minor in Mathematics
Tata Consultancy Services November 2012 - Present
Gold Star Mortgage Financial Group August 2012 - November 2012
Robert Half International (Bank of Ann Arbor and United Bank and Trust) March 2012 - August 2012
Citi May 2009 - March 2012
Spectrum Health May 2007 - December 2007
Charter Communications February 2005 - February 2006
Citi March 2002 - February 2005
Huron Community Bank June 1996 - September 1999
Skills
Outstanding Customer..., Inside Sales, Mortgage Banking, Loans, Mortgage Lending, Underwriting, Call Center, Credit, Banking, Credit Analysis, Customer Satisfaction, Customer Retention, File Management, Customer Service, Insurance, Customer Experience, Lotus Notes, Securities, Fax, Sales, Outlook, Data Entry, Spreadsheets, Accounts Receivable
Education
Davenport University 2003 — 2009
Bachelor’s, Business Administration/Business Management
Citi 2003 - Present
Skills
Municipal Bonds, Fixed Income, Capital Markets, Trading, Asset Management, Bloomberg, Hedge Funds, Series 7, Series 63
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (BA)
SPS
SPS
SPS
Meadowview Farm & Natural Habitat Gardens, LLC March 2008 - Present
Citi April 1984 - December 1988
Skills
Problem Solving, Gardening, Garden, Food, Green, Agriculture, Flowers, Non-profits, Landscape Design, Team Leadership, Sustainability, Horticulture, Accounting, Small Business, Garden Design, Sustainable Agriculture, Public Speaking, Retail, Organic Gardening, Farms
Education
Davenport University 1979 — 1982
Bachelors, Management
Home September 2013 - Present
Citi 2012 - 2013
Fraser Funeral Home May 2010 - January 2011
Hardage-Giddens Town and Country Funeral December 2009 - April 2010
Service Corporation International May 1996 - April 2010
Florida 2010 - 2010
Skills
Funerals, Customer Service, Management, Public Speaking, Highly detail oriented, Public Relations, Event Planning, Coaching, Teaching, Sales, Employee Relations, Social Networking, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Creative Writing, Team Building, Obituaries, Volunteering, Pharmacy Technicians, English, Communication, Computers, Hospice, Bookkeeping, Proofreading, Patience, Research, Online Research, Flower Arrangements, Accounting, Psychology, Organization &...
Education
Florida Community College at Jacksonville 2008 — 2009
A.S., Mortuary Science
University of North Florida 1993 — 1998
Bachelor of Arts Degree, English
Daytona State College 1994 — 1997
A.A., Math/Science/General Education
Allstate April 2014 - Present
Allstate March 2013 - March 2014
Allstate November 2011 - February 2013
Telemet America June 2011 - October 2011
Citi June 2010 - February 2011
Citi April 2010 - May 2010
Skills
Financial Analysis, Research, Microsoft Office, Corporate Finance, Data Analysis, Analysis, Financial Modeling, Microsoft Excel, Strategic Planning, Leadership, Training, Finance, Business Strategy, Management
Education
DePaul University College of Law 2014 — 2018
Doctor of Law (J.D.)
De La Salle University 2007 — 2010
Bachelor's Degree, Management of Financial Institutions
Kumon 2005 — 2008
Math
Assumption Antipolo 2003 — 2007
High School Diploma
Citi July 2015 - Present
Proficient in End-to-end Project Implementation September 2014 - Present
Waste Management October 2013 - September 2014
Waste Management April 2013 - October 2013
Procter & Gamble International Operations SA ROHQ November 2010 - March 2012
Procter & Gamble International Operations SA ROHQ September 2008 - October 2010
Procter & Gamble International Operations SA ROHQ September 2006 - August 2008
Procter & Gamble International Operations SA ROHQ February 2000 - August 2006
Skills
People Skills, Project Management, Experienced Business..., Operations Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Office Management, User Acceptance Testing, Leadership, Organizational..., Microsoft Office, Building Organizational..., Account Reconciliation, SAP, Business Analysis
Education
De La Salle University 1993 — 1997
Bachelor of Science (BSc), Business Administration and Management, General
De La Salle University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Beowulf Energy LLC June 2015 - Present
Lake Charles Methanol LLC January 2015 - June 2015
Leucadia Energy January 2012 - December 2014
Citi July 2004 - December 2011
Education
Davidson College
Bachelor of Arts (BA)
Poly Prep Country Day School
Citi August 2014 - Present
Oleet & Co. August 2013 - September 2013
Citi June 2013 - August 2013
PwC October 2006 - August 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Finance, DCF, Capital Markets, Bloomberg, Private Equity
Education
Dartmouth College 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yonsei University 1999 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citi October 2013 - Present
Citi January 2013 - October 2013
Colgate Palmolive 2009 - 2012
Pharmline- Glaxo SmithKline January 2008 - August 2009
Flores Construction and Electrical Corp. November 2004 - June 2006
Skills
administrative,..., Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, CRM, SPSS, Adobe, Microsoft Outlook, Eclipse, NBS Specification, Concierge, Teleview, Sales Operations, Outlook, Marketing, Credit, Banking, Customer Service, Sales, Customer Experience, Finance, Retail Banking, Loans, Data Entry
Education
De La Salle University 2001 — 2004
Bachelor's degree, Marketing/Marketing Management, General
Citigroup December 2000 - December 2013
Citi June 2003 - December 2009
Citigroup December 1999 - January 2003
Merrill Lynch July 1997 - December 1999
Skills
Risk Management, Architectures, Banking, Fixed Income, Software Development, IT Strategy, Architecture, Capital Markets, Portfolio Management, Vendor Management, Financial Services, Information Security, Investment Banking, IT Management, Business Continuity, Financial Risk, Project Management, ITIL, Equities, Information Security..., Trading Systems, Solution Architecture, Business Process...
Education
Dartmouth College 1986 — 1990
Bachelor's Degree, Engineering
Morristown beard
Techstars March 2014 - June 2014
Morgan Stanley June 2013 - February 2014
Citi June 2012 - August 2012
YouTube May 2007 - September 2009
Skills
Capital Markets, Bloomberg, Data Analysis, Equities, Microsoft Excel, Financial Modeling, Trading, Analysis, Marketing, Valuation, Start-ups, Microsoft Office, PowerPoint
Education
Dartmouth College 2009 — 2013
Bachelor of Arts, Psychology
Arcadia High School 2005 — 2009
High School
Time Warner Inc. March 2012 - October 2013
Citi July 2010 - January 2012
Goldman Sachs December 2008 - August 2010
Goldman Sachs November 2005 - November 2008
Lehman Brothers September 2002 - November 2005
Merrill Lynch August 2000 - August 2002
Merrill Lynch June 1992 - August 2000
Citi June 1986 - May 1992
Skills
Finance, Real Estate Transactions, Business Process..., Facilities Management, Analysis, Accounting, Investment Banking, Asset Managment, Financial Modeling, Due Diligence, Valuation, Portfolio Management, Capital Markets, Private Equity, Equities, Investments, Mergers, Financial Analysis, Venture Capital, Corporate Finance
Education
New York University 2012 — 2013
Certificate in Non-for-Profit and Governmental Accounting, Accounting
Dartmouth College 1984 — 1986
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Marketing
SNYPR 2014 - Present
MVP Performance Institute LLC 2005 - Present
MarketingNPV 2004 - 2006
eHealth November 2002 - January 2004
Excite@Home January 1999 - November 2002
Fast Company January 1995 - December 1998
U.S.News and World Report January 1988 - December 1998
Sports Illustrated September 1984 - August 1988
TIme Inc September 1984 - August 1988
Citi 1983 - 1985
Skills
Leadership, Hospitality, Leadership Development, Manufacturing, Integrated Marketing, Marketing, Healthcare, Program Management, Coaching, New Business Development, Strategy, Business Strategy, Marketing Strategy, Strategic Planning, Start-ups, Workshop Facilitation, Business Development, Cross-functional Team..., Team Building, Entrepreneurship, Team Management, Product Management, Executive Coaching, Management Consulting, Strategic Partnerships, Lead Generation, Direct Marketing
Education
Dartmouth College 1979 — 1983
Economics, Studio Art
St Albans School 1970 — 1979
Citi April 2014 - Present
JPMorgan Chase March 2008 - April 2014
Washington Mutual June 2003 - February 2008
AIG Global Investment Group 1994 - 1999
Northern Business Information / Datapro August 1991 - August 1994
M&T Bank June 1990 - August 1991
Skills
Private Equity, Financial Analysis, Mortgage Lending, Private Banking, Consulting, Credit Analysis, Finance, Entrepreneurship, Investments, Wealth Management, Asset Managment, Banking, Investment Banking, Financial Modeling, Strategic Financial..., Asset Management, Mergers & Acquisitions, Equities, Executive Management, Due Diligence, Corporate Finance, Financial Services, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
Dartmouth College 1982 — 1986
AB, Religion
Citi May 2013 - January 2015
Australia and New Zealand Banking Group 2008 - 2009
Citi November 2001 - August 2008
Citi October 2000 - October 2001
Citi April 1998 - September 2000
SGV & Co. July 1997 - April 1998
Skills
Corporate Finance, Due Diligence, Treasury, Financial Analysis, Fixed Income, Financial Markets, Finance, Banking, Derivatives, Financial Risk, Financial Services, Treasury Management, Business Planning, Market Risk, Foreign Exchange, Financial Reporting, Liquidity Management, Client Development, New Client Acquisitions, Money Market, Investment Banking
Education
De La Salle University 1993 — 1996
B.S. Accountancy
Citi March 2015 - Present
Citi May 2013 - June 2015
Citi September 2011 - May 2013
Western Union April 2008 - August 2011
Western Union February 2007 - April 2008
Western Union July 2003 - February 2007
TeleSynthesis June 2001 - December 2002
Convergent Communications February 2000 - April 2001
Skills
Strategic Communications, Bank Secrecy Act, Risk Management, Analysis, USA PATRIOT Act, Fraud, AML, Due Diligence, Financial Risk, Training, Finance, Governance, OFAC, Financial Services, Operational Risk..., Operational Risk, KYC, Management, Anti Money Laundering, Banking, Internal Audit, Financial Regulation, Auditing, Internal Controls, Payments, Risk Assessment
Education
Daytona State College 2013 — 2014
Bachelor of Science (BS), Supervision and Management
Metropolitan State University of Denver
Business Management
Citi May 2014 - Present
J.P. Morgan - Chase Private Client April 2011 - September 2013
COUNTRY ® Financial May 2010 - July 2011
Vanguard March 2008 - May 2010
Skills
Financial Services, Banking, Wealth Management, Relationship Management
Education
Davenport University 2005 — 2007
Bachelor's Degree, Business Administration
Willett Advisors 2014 - Present
Squarespace 2013 - 2014
Animoto 2013 - 2013
Auda Private Equity LLC 2010 - 2013
Citi June 2008 - June 2010
Citi June 2007 - August 2007
Tuck School of Business at Dartmouth College August 2004 - June 2005
Skills
Mandarain..., Private Equity, Valuation, Mergers & Acquisitions, Strategy, Investment Banking, Financial Modeling, Due Diligence, Photography, Corporate Finance, Venture Capital, Business Development, Financial Analysis, Hedge Funds, Capital Markets, Investments, Management
Education
Dartmouth College
A.B, Graduated Cum Laude, Double Major in Economics and Neuroscience
Weststar Mortgage Corporation September 2015 - Present
Network Funding, LP June 2014 - September 2015
John Adams Mortgage October 2012 - May 2014
Citi April 2008 - September 2012
Homecomings Financial September 2006 - December 2007
Decision One Mortgage October 2003 - September 2006
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Financial Risk, Loans, Credit Analysis, Underwriting, Fannie Mae, FHA, USDA Rural Housing, Refinance, FHA Financing, Credit, Banking, USDA, Jumbo Mortgage, Freddie Mac, Investor Overlays
Education
Davenport University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Westwood College November 2007 - Present
World Financial Group (WFG) March 2013 - Present
Westwood College June 2006 - November 2007
Texollini Inc November 1998 - May 2006
Citi July 1995 - August 1998
Citi June 1993 - June 1995
Skills
Knowledge in Microsoft..., Administrative..., System Administration, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Office Management, Higher Education, Office Administration, Access, PeopleSoft, Data Entry, Research, Event Planning, Personal Income Tax..., Management Accounting, Financial Accounting, Staff Development, Budgets, Budget Monitoring, Budget Forecasts, Financial Analysis, Electronic Funds..., Payroll, Accounts Payable, Purchasing Supplies, Project Bidding, Training, Leadership, Student Recruiting, CampusVue, Policy, Campus, Interviews, Resume Writing, Recruiting, Admissions
Education
UCLA 2011 — 2014
Certificate, Accounting
De La Salle University 1990 — 1993
Bachelor of Science (BS), Computer Application
Citi July 2014 - Present
Citi July 2011 - June 2014
Citi July 2009 - July 2011
Skills
Analytical Skills, Strategic Thinking, Highly detail oriented, Problem Solving, Written & Oral..., Financial Modeling, Statistics, Data Manipulation, Innovativeness, Scenario Analysis, Management, Exceptionally Organized, Efficiency, High Level Of Accuracy, Multi Tasking, Outstanding time..., Self-motivated Team..., Quantitative Analytics, Corporate Finance, Finance
Education
Dartmouth College 2005 — 2009
BA, Economics
Citi August 2013 - Present
Fine Line Clothing, Inc. May 2011 - Present
Wachovia, A Wells Fargo Company 2005 - 2011
Wachovia Bank September 2008 - February 2010
Wachovia Bank July 2007 - September 2008
Connextions, Inc August 2006 - September 2008
Wachovia Bank June 2006 - January 2007
Wachovia Bank August 2006 - November 2006
Walgreen Pharmacy October 1998 - June 2005
Western Carolina University 1998 - 1999
Skills
Access, Banking, Business Development, Coaching, Customer Satisfaction, Customer Service, Employee Training, Finance, Forecasting, Leadership, Management, Merchandising, Outsourcing, Project Planning, Sales, Supervisory Skills, Team Building, Telecommunications, Time Management, Training, Vendor Management
Education
Western Carolina University 1995 — 1998
Bachelor of Science, Business Administration; Finance
Daytona Beach Community College 1994 — 1995
Associate of Arts (AA), General
Mesa Moving and Storage March 2015 - Present
I work for my family January 2010 - Present
Government January 2015 - February 2015
Citi April 2014 - January 2015
The Home Depot Call Center October 2013 - April 2014
Internal Revenue Service February 2009 - October 2013
Farmers Insurance April 2006 - February 2009
Teleperformance, USA March 2007 - May 2008
Qwest June 2007 - September 2007
Convergys April 2005 - April 2006
Skills
Call Centers, Spanish, Customer Service, Credit Cards, Data Entry, Outlook, Government, Filing, Fax, PowerPoint, Microsoft Word, Microsoft Excel
Education
Ogden-Weber Applied Technology College 2009 — 2010
Accounting and Business/Management, 1yr
Davis Applied Technology College 2008 — 2009
Accounting and Business/Management, 2 yr
Weber State University 1990 — 1992
Medical Records, Sophmore
Sedgwick November 2014 - Present
AmeriHealth Caritas February 2014 - November 2014
State Farm September 2011 - July 2013
State Farm March 2011 - September 2011
Citi October 2010 - January 2011
Interactive Response Technologies, (IRT) November 2009 - August 2010
Interactive Response Technologies, (IRT) September 2008 - November 2009
Interactive Response Technologies, (IRT) June 2008 - September 2008
Fiba Retail - Marks & Spencer / GAP / Banana Republic June 2007 - February 2008
Barnes & Noble October 2006 - May 2007
Skills
Customer Service, Call Centers, Human Resources, Leadership, Data Entry, Sales, Team Building, Recruiting, Insurance, Onboarding, New Hire Orientations, Customer Retention, Customer Experience, Employee Training, Training, Technical Support, Payments, Office Administration, Public Administration, Consulting, Clerical Skills, Data Analysis, Conducting Interviews, Development Of Employees, Motivational Speaking, Data Collection, Community Development, Retail Sales, Non-profit Volunteer, Technical Writing, Event Planning, Event Photography, Cooking, Baking, Grills, Bilingual-English/Spanis..., Telephone Skills, Interviews, Communication, Telecommunications, Receptionist Duties, Mock Interviews, Report Writing, Communication Skills, Cashiering, Non-profit..., Corporate Events, Computers, Customer Support, Brewing Beer
Education
Florida International University 2012 — 2013
Bachelor of Arts (BA), Public Administration
Daytona State College 2006 — 2011
Associate's Degree, Business Administration and Management, General
Halyard Health August 2015 - Present
Lowe's Companies, Inc. August 2014 - Present
Citicards June 2012 - April 2014
Citicard January 2001 - April 2014
Citicards April 2010 - June 2012
Citi 2006 - 2008
Citi 2006 - 2008
Citi 2006 - 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Microsoft Office, Call Centers, Team Building
Education
Central Davidson Senior High School 1992 — 1996
Davidson County Community College
Computer Science and Technology
CITI July 2014 - Present
Ray Financial 2007 - 2011
Administration September 2007 - 2008
Dr Randy Landis 1997 - 1998
Chico Community Hospital January 1992 - August 1996
Skills
System Administration, Administration, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Budgets, Research, PBX Operator, OS X, Pages, Numbers, Appointment Scheduling, Medical Terminology, Medical Records, Accounts Payable, Accounts Receivable, Office Administration, Front Office, Microsoft Office, Scheduling
Education
Davis Applied Technology College 2014 — 2014
Certified phlebotomist, Phlebotomy Technician/Phlebotomist
Regional Occupational Program 1994 — 1996
Certificate of Proficiency in Medical Front Office, Medical Office Management/Administration
Sunnyvale Volkswagen January 2006 - February 2015
Days Inn & Ramada Limited July 2002 - March 2006
Sewell Automotive Companies January 2002 - July 2003
B & B SAAB October 1999 - December 2001
Citi August 1998 - July 1999
Clarion Presidents Inn January 1993 - February 1997
Skills
Team Building, Customer Satisfaction, Sales Process, Automobile, Account Management, Sales Management, Microsoft Excel, Sales, Vehicles, Customer Service, Automotive, Sales Operations, Strategic Planning, Business Strategy, Retail, Sales Presentations, Team Leadership, Profit, Continuous Improvement, Automotive Aftermarket, Customer Retention, Dealers, Inventory Management, Parts
Education
San Jose State University 1996 — 2001
NONE, Business Management
De Anza College 1999 — 2000
NONE, Business, Management, Marketing, and Related Support Services
Citi April 2015 - Present
Citi January 2013 - Present
Skills
Leadership, Management, Training, Team Building, Business Development, Financial Analysis, Strategic Planning, Project Management, Sales, Coaching, Finance, Selling, Public Speaking, Call Center, Banking, Salesforce.com, Adobe Connect, Customer Satisfaction, Sales Management, Business Strategy, Data Analysis, Negotiation, New Business Development, Process Improvement, Direct Sales, Credit, Technical Writing, Quality Assurance, Strategy, Call Centers, Time Management, Mortgage Lending, Employee Training, Leadership Development, Cross-functional Team..., Contract Negotiation, Networking, Real Estate, Analysis, Risk Management, Project Planning, Investments, Licensed Real Estate..., Call Center Management, Sales Coaching &..., Mentoring/Coaching, Call Monitoring &..., Training & Development, Business Process..., Performance Management
Education
Lawrence Technological University
MSIS, Strategic Management - Information Systems
Davenport University
BBA, Business Administration
Cody High School
Patelco Credit Union March 2015 - Present
Citi April 2013 - March 2015
Target October 2012 - April 2013
Speckman Law Firm June 2012 - October 2012
Skills
Ability to work under..., working creatively,..., Banking, Credit, Financial Analysis, Retail Banking, Cash Management, Loans, Finance, Credit Analysis, Financial Modeling, Commercial Banking, Microsoft Excel, Cash Flow
Education
San Jose State University 2013 — 2015
Bachelor's degree, Corporate Accounting and Finance
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business and CIS Emphasis
IAB July 2015 - Present
IAB November 2014 - Present
Student Accessibility Services October 2013 - February 2014
Citi June 2013 - September 2013
WEConnect International January 2013 - March 2013
Citi 2010 - 2011
Skills
Human Resources, International Relations, Fluent in Albanian, Albanian, French, International..., Politics, Microsoft Office, Stata, Editing, Research, Management, Strategic Communications, Organizational..., Data Analysis, Policy Analysis, Public Policy, Foreign Policy, Analytics, Project Management, Strategic Planning, Event Planning, Email Marketing
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, International Relations
Townsend Harris High School 2006 — 2010
Facebook August 2014 - Present
Facebook October 2013 - August 2014
The Blackstone Group June 2013 - October 2013
Knogick January 2013 - June 2013
Citi June 2012 - August 2012
The Walt Disney Company March 2012 - June 2012
Curious Pictures February 2012 - March 2012
Scott-Macon, Ltd. January 2011 - March 2011
Skills
Financial Modeling, Animation, Programming, Mobile Applications, Investment Banking, Microsoft Excel, Product Management, Graphic Design, Valuation, Bloomberg Terminal, Mergers & Acquisitions, Analytics, Data Analysis, Public Speaking, WordPress, Research
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Computer Science modified with Digital Arts (Honors)
Phillips Academy Andover 2005 — 2009
High School Diploma
OnRamp 2013 - Present
OnRamp 2012 - 2013
Millennium Partners 2010 - 2012
Citi 2008 - 2010
Skills
Equities, Investments, Investment Banking, Corporate Finance, Management, Financial Modeling, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Valuation, Private Equity, Strategy
Education
Dartmouth College 2004 — 2008
Bachelor's degree, History
Chicago GSB 2007 — 2007
Citi September 2007 - Present
Ernst & Young July 2000 - November 2002
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Banking, Finance
Education
De La Salle University 1996 — 1999
Bachelors Degree, Accountancy
Chatham Financial 2006 - 2015
UBS Investment Bank 2003 - 2006
ASCOA 1999 - 2001
J.P. Morgan 1997 - 1999
Citi 1996 - 1997
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Investments, Analysis, Customer Service, Management, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
University of Virginia Darden School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Davidson College 1992 — 1996
Bachelor's Degree
Groton School 1988 — 1992
High School
Shady Side Academy
Bank of America May 2014 - September 2015
Citi August 2011 - May 2014
Bank of America February 2011 - August 2011
Citibank April 2007 - February 2011
Wells Fargo Bank October 2006 - April 2007
Citi May 2005 - October 2006
Skills
CRM, Leadership, Training, Sales, Analysis, Credit, Finance, Selling, Loans, Coaching, Financial Services, Access, Customer Service, Teamwork, Underwriting, Management
Education
De Anza College
Business Management
Citi March 2011 - Present
Citi January 2002 - February 2011
Citi 1996 - 2001
Skills
Business Intelligence, Data Warehousing, Data Modeling, Ab Initio, Teradata Data Warehouse, Software Development, ETL, Data Warehouse..., Database Design, Teradata, Solution Architecture, Data Governance
Education
Fordham University 1980 — 1983
Bachelor's degree, Economics
De La Salle University 1978 — 1980
Citi February 2009 - January 2013
Citi January 2007 - February 2009
Skills
Operational Risk, Banking, AML, Operational Risk..., Financial Risk, Fixed Income, Credit Risk, Equities, Derivatives, Investment Banking, Credit, Credit Cards
Education
De La Salle University 1998 — 2002
BS, Management of Financial Institutions
Lubert-Adler Real Estate Funds January 2015 - Present
Lubert-Adler Real Estate Funds August 2013 - January 2015
Lubert-Adler Real Estate Funds August 2011 - July 2013
Citi June 2009 - June 2011
Citi January 2008 - March 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Commercial Real Estate, Real Estate Transactions, Private Equity, Asset Management, Investment Banking, Mergers & Acquisitions, Corporate Finance, Real Estate Economics, Economics, Acquisitions, Finance, Data Analysis, Investments, Capital Markets
Education
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics with a concentration in Finance
Harvard University 2008 — 2008
University of Otago 2007 — 2007
Hammonton High School 2001 — 2005
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Citi June 2004 - Present
Citi June 2003 - June 2004
Citigroup February 2002 - June 2003
Citigroup June 1999 - February 2002
Levi Strauss & Co January 1997 - June 1999
The GAP, INC December 1993 - January 1997
SILICON GRAPHICS, INC May 1992 - December 1993
Oracle April 1987 - July 1990
Education
U.C. Berkeley, Haas School of Business 1990 — 1992
MBA, MBA
Dartmouth College 1983 — 1987
BA, Psychology, Spanish
Georgetown University's McDonough School of Business December 2012 - Present
Peace Corps May 2009 - November 2012
Citi November 2006 - December 2008
GE February 2004 - October 2006
NBC Universal August 2003 - February 2004
The Partnership for NYC 2001 - 2003
The Boston Consulting Group 2000 - 2001
Merck 1996 - 1998
Merck 1993 - 1996
Skills
Management Consulting, Relationship Development, Leadership Development, Business Strategy, Strategic Planning, Public Speaking, Coaching, Customer Relations, Organizational..., Strategy Development, Employee Relations, Program Development, Team Building, Performance Management, Business Planning, Mentoring, Budgeting, Marketing Communications, Analysis, Program Management, Admissions, Budgets, Business Development, Consulting, Cross-functional Team..., Entrepreneurship, Leadership, Management, Marketing, Microsoft Office, Nonprofits, Project Management, Strategy, Talent Management, Training
Education
Harvard Business School 1999 — 2000
MBA
Dartmouth College 1988 — 1992
B.A.
JPMorgan Chase & Co. April 2015 - Present
Citi October 2010 - March 2015
FXMarketSpace October 2006 - October 2008
FXall 2004 - 2006
Merrill Lynch 2003 - 2004
EBS Dealing Resources 2000 - 2003
ABN AMRO Bank 1999 - 2000
The Norinchukin Bank 1997 - 1999
Skills
Electronic Trading, Fixed Income, Trading, FX Options, Trading Systems, Financial Markets, Derivatives, Capital Markets, Equities, Foreign Exchange, Hedge Funds, Banking, Options, Investment Banking, Securities, Prime Brokerage, FX Trading, Market Data, Management, Portfolio Management
Education
Dartmouth College 1992 — 1996
BA, Economics
Jefferies & Company October 2008 - Present
Lehman Brothers April 2002 - October 2008
Citi 1996 - 2002
Education
Dartmouth College 1991 — 1995
BA, English
MetLife August 2008 - Present
IBM November 1999 - April 2006
Citi September 1991 - October 1998
Skills
Marketing Communications, Product Marketing, Strategy, Integrated Marketing, Marketing Strategy, Content Strategy, B2B, Program Management, Analysis, Marketing, Brand Development, Leadership, Writing, Strategy Development, Brand Management, Public Relations, Series 7, Series 63, Insurance, Financial Services, B2C Marketing, B2B Marketing Strategy, Management, Digital Marketing
Education
Smith College 1987 — 1991
Bachelor of Arts, English/Economics, GPA 3.7/4.0
Dartmouth College 1989 — 1990
College Exchange Program
CIT June 2006 - Present
Commerzbank AG July 1993 - June 2006
Citi September 1990 - December 1990
Skills
Investments, Portfolio Management, Banking, Trading, Funding, Insurance, Risk Management, Risk, Fixed Income, Derivatives, Capital Markets, FX, Bloomberg, Bonds, Options, Series 7, ALM, Interest Rate..., FX Options, Financial Structuring, Hedge Funds, Investment Banking, Equities, Private Equity, Structured Products, Structured Finance, Leveraged Finance, Alternative Investments, Financial Risk
Education
Dartmouth College 1989 — 1993
AB, German
The Lawrenceville School 1984 — 1989
OMERS October 2013 - Present
American Express December 2009 - September 2013
Citi July 2006 - July 2009
Citi March 2003 - June 2006
Citi March 2000 - March 2003
A-IT Software Services Pte Ltd February 1997 - March 2000
A-IT Software Services Pte Ltd May 1996 - December 1996
SI Consulting Pte. Ltd.Singapore April 1995 - April 1996
Equitable Computer Services, Inc June 1992 - April 1995
Skills
SDLC, Credit Cards, Business Analysis, Business Requirements, User Acceptance Testing, COBOL, JCL, Software Documentation, Mainframe, Program Management, Requirements Analysis, Quality Center, Requirements Gathering, Management, Team Leadership, Analysis, Testing, Vendor Management, Systems Analysis, PMO, Visio, Software Project..., Leadership, Project Delivery, Cards, Business Process, VisionPLUS, Payment Systems, Project Portfolio..., IT Strategy, Business Process..., Business Process..., Enterprise Architecture
Education
De La Salle University 1989 — 1992
Bachelor of Science, Business Administration; Computer Applications
Wolters Kluwer January 2013 - Present
The Children's Place May 2005 - April 2012
Ballet Jewels, LLC April 2002 - May 2005
Citi December 1999 - February 2002
Skills
Essbase, Forecasting, Payroll, Budgets, Financial Analysis, Operations Management, Strategic Financial..., Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Account Reconciliation, Retail
Education
De La Salle University
BS, Economics
Citi July 2007 - Present
Citi December 2002 - July 2006
University of Phoenix June 2003 - April 2006
Citi September 2001 - April 2002
Citi January 2001 - August 2001
Skills
Analysis, Retail, Customer Satisfaction, Banking, Customer Relations, Retail Banking, Excel, Process Improvement, Data Analysis, Budgeting, Problem Solving, Financial Analysis, Coaching, Customer Service, Vendor Management, Cash Management, Business Analysis, Microsoft Office, PowerPoint, Market Research, Word, Financial Reporting, Customer Experience, Credit, Budgets, Relationship Management, Loans, Commercial Banking, Finance, Portfolio Management, Risk Management, Financial Services
Education
University of Phoenix 2003 — 2006
Master of Business Administration, Business Administration and Management, General
De La Salle University 1993 — 1996
BS-Commerce, Legal Management
Citi April 2013 - Present
Citi September 2012 - April 2013
Citi April 2011 - September 2012
Citi September 2009 - April 2011
Education
Davidson College 2003 — 2007
Bachelor of Science, Physics
Fordham University June 2012 - Present
The Bronx Charter School for Children 2009 - June 2012
Fordham University 2009 - 2011
The All Stars Project, Inc. September 2008 - June 2009
Loyola School 2006 - 2008
The GO Project/Grace Church School 2004 - 2006
GE Capital 1990 - 1995
Citi 1987 - 1990
Skills
Grant Writing, Teaching, Strategic Planning, Research, Non-profit Leadership, Strategic Communications, University Teaching, Fundraising/Development, Relationship..., Governance, Educational..., Writing, Economic Data Analysis, Student Counseling, Academic Tutoring, Test Preparation, Public Speaking, Team Leadership, Real estate finance and..., Structured Finance
Education
Fordham University 2009 — 2011
Doctor of Education, Leadership, Administration, and Policy
New York University/Steinhardt School of Education 2005 — 2007
MA, Educational Administration, Leadership and Technology
New York University/Stern School of Business 1995 — 1997
MBA, Finance and Economics
Dartmouth College 1980 — 1984
BA, Government
Dwight Englewood School
Apax Partners January 2013 - Present
SAC Capital October 2009 - January 2013
Davidson Kempner Capital Management August 2008 - February 2009
J.W. Childs Associates, L.P. 2004 - 2006
Citi July 2002 - July 2004
Skills
Valuation, Hedge Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Private Equity, Investment Banking, Alternative Investments, Fixed Income, Investments, Corporate Finance, Asset Management, Equity Valuation, LBO, Portfolio Management, Financial Analysis, Due Diligence
Education
University of Pennsylvania 2006 — 2008
MBA, Finance and Strategic Management
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Management
Dartmouth College 1998 — 2002
AB, Engineering, Economics
Darien High School
Hudson February 2011 - Present
Citi October 2005 - May 2010
Citi May 2004 - October 2005
Education
University of South Florida - College of Business Administration 1998 — 2000
BA, MIS
Daytona Beach Community College 1996 — 1998
A.A.
Capco February 2013 - Present
Citi March 2010 - February 2013
Citi July 2008 - March 2010
Skills
Equities, Back Office, Business Analysis, Banking, Risk Management, Investment Banking, Portfolio Management, Financial Services, Capital Markets, Financial Modeling
Education
Dartmouth College 2004 — 2008
AB, History of Science
Paramount Pictures June 2014 - Present
J.C. Flowers & Co. LLC July 2011 - June 2013
Citi 2009 - 2011
Skills
Private Equity, Equities, Investment Banking, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments
Education
Harvard Business School
Dartmouth College 2005 — 2009
BA, Economics
Taipei American School 2001 — 2005
Citi December 2013 - Present
Bank of America Merrill Lynch 2009 - October 2012
Citi 2008 - 2009
Citi 2005 - 2008
Citi 2005 - 2008
Citi, Salomon Smith Barney, Salomon Brothers 1996 - 2005
Fleet Financial Group 1992 - 1995
Skills
Financial Modeling, Investment Banking, Valuation, Equities, Corporate Finance, Capital Markets, Mergers, Corporate Development, Financial Analysis, Investments, LBO, Derivatives, Securities, Due Diligence, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
M.B.A., Finance
Dartmouth College 1987 — 1992
Bachelor of Arts (B.A.), Government and Sociology (double major)
Toys "R" Us October 2002 - January 2013
JPMorgan Chase July 2000 - October 2002
Citi December 1998 - June 2000
Citi July 1995 - December 1998
Lehman Brothers December 1993 - June 1995
Coopers & Lybrand Consulting 1989 - 1993
Skills
Succession Planning, Talent Management, Deferred Compensation, Project Management, Team Leadership
Education
Dartmouth College 1984 — 1988
Kent Pace School
Citi July 2006 - Present
Citi February 2003 - July 2006
Carhill Enterprises 2000 - 2003
Gage Products Company 1997 - 2000
Omnicom Group 1993 - 1996
Skills
Sales Management, New Business Development, Business Strategy, Business Development, Marketing Strategy, Sales, Negotiation, Team Management, Key Account Management, Banking, Marketing, Management, Strategic Planning, B2B, Direct Sales, CRM, Business Planning, Mortgage Lending, Outsourcing
Education
John Cook School of Business, St. Louis University 2000 — 2002
MBA, Business, Management, Marketing, and Related Support Services
Davenport University 1992 — 1996
BA, Marketing
Lutheran High East
Boehringer Ingelheim November 2012 - September 2014
ISP/GAF Materials Corporation August 2009 - November 2012
EdisonLearning October 2008 - June 2009
Citi July 2006 - September 2008
Kaye Scholer LLP 2005 - 2006
United Nations January 2005 - June 2005
U.S. Attorney's Office July 2000 - January 2005
Skills
Litigation, Commercial Litigation, Intellectual Property, Civil Litigation, FCPA, Legal Writing, Employment Law, Corporate Law, Securities Regulation, Competition Law, Courts
Education
New York University School of Law 1992 — 1995
J.D.
Dartmouth College 1986 — 1990
A.B.
Groupon May 2014 - Present
Walgreens September 2013 - April 2014
Walgreens April 2012 - August 2013
Walgreens August 2011 - May 2012
Citi July 2007 - July 2009
Skills
Strategy, Pricing, Marketing Strategy, Cross-functional Team..., Market Analysis, Retail, Business Analysis, Analysis, Segmentation, Marketing Research
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Marketing/Marketing Management, General
Dartmouth College 2003 — 2007
BA, Economics and Psychology
Jrenee College August 2014 - Present
Citi October 2012 - January 2014
JPMorgan Chase July 2011 - October 2012
Bank of America February 2010 - July 2011
Countrywide home loans September 2005 - January 2008
Argent Mortgage January 2004 - September 2005
Skills
Credit, Loans, Finance, Mortgage Lending, Underwriting, Analysis, Auditing, Cash Flow, Management, Training, Mortgage Underwriting
Education
Davenport University 1999 — 2003
Bachelors, Business Management
Citi November 2013 - November 2014
Barclays Investment Banking November 2005 - May 2013
Reval August 2003 - October 2005
Telcordia Technologies 1995 - 2001
JYACC 1989 - 1993
Skills
Fixed Income, Investment Banking, Business Analysis, PMO, SDLC, Requirements Analysis, Capital Markets, Market Data, Risk Management, Banking, Trading Systems, Derivatives, Financial Services, Equities, Requirements Gathering, Program Management
Education
The College of William and Mary 1986 — 1988
Master's degree, Computer Science
Davidson College 1982 — 1986
Bachelor's degree, Mathematics
JPMorgan Chase & Co. September 2015 - Present
Deutsche Bank June 2014 - September 2015
Citi May 2010 - April 2014
Gibson, Dunn & Crutcher LLP September 2007 - March 2010
Cleary Gottlieb Steen & Hamilton LLP September 2000 - August 2007
Skills
Securities, Capital Markets, Securities Law, Cross-border..., Corporate Law, Securities Regulation, Corporate Governance, Legal Advice, Joint Ventures, Wealth Management, Structured Finance, Latin America, Banking Law, International Law
Education
Georgetown University Law Center 1997 — 2000
JD, Law
Dartmouth College 1993 — 1997
Bachelor of Arts, Government
Morgan Stanley Investment Management March 2000 - June 2010
Morgan Stanley September 1998 - March 2000
Citi 1996 - 1998
Skills
Alternative Investments, Investments, Equities, Wealth Management
Education
De La Salle University 1991 — 1995
Bachelor of Science in Business Administration
Citi June 2012 - June 2015
Citi June 2011 - August 2011
Goldman Sachs Asset Management June 2010 - August 2010
CNBC June 2009 - August 2009
Education
Davidson College 2008 — 2012
BA
Loomis Chaffee 2005 — 2008
Wilton High School
Ballgame Securities September 2014 - Present
Morton Capital Management June 2014 - September 2014
Independent September 2013 - June 2014
UCLA Anderson School of Management August 2011 - June 2013
Citi June 2012 - August 2012
America's Growth Capital April 2011 - August 2011
Trillium Trading, LLC 2002 - 2011
Skills
Capital Markets, Financial Modeling, Retirement, Valuation, Investments, Statistical Modeling, Portfolio Management, Strategic Financial..., Mergers & Acquisitions, Asset Management, Bloomberg, Equity Research, Financial Analysis, Financial Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance, General
Dartmouth College 1998 — 2002
BA, Economic Geography
Noble Americas August 2012 - Present
Noble Americas January 2011 - August 2012
Noble Americas January 2010 - July 2010
IMG Aurion Infrastructure LLC August 2009 - December 2009
Citi August 2006 - March 2008
Citi August 2005 - December 2005
Morgan Stanley 2002 - 2005
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Economics & Computer Science
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Balyasny Asset Management L.P. November 2014 - Present
Tricon Capital Group Inc. January 2011 - September 2014
Morgan Stanley June 2007 - December 2010
Citi September 2006 - December 2006
Skills
Investment Banking, Real Estate Private..., Valuation, Financial Modeling, Financial Analysis, Private Equity, Asset Management, Capital Markets, Mergers & Acquisitions, Due Diligence, Bloomberg, Corporate Finance, Investments, Equities, Hedge Funds
Education
Dartmouth College 2004 — 2008
BA, Economics
St. Andrew's College 2000 — 2004
Cabrera Capital Markets, LLC February 2008 - Present
J.P. Morgan June 2006 - February 2008
Citi 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Davidson College 2002 — 2006
A.B., Economics
Tecnológico de Monterrey 2004 — 2005
Economics
Citi February 2003 - Present
citi January 1993 - February 2003
Skills
Ethics Training, Microsoft Office 2007, Compliance Training, Federal Regulations..., Consumer Lending, Mortgage Lending, Program Facilitation, Collections, Coaching Staff, Compliance Audits
Education
The University of Georgia 1990 — 1992
BS, Political Science
Darton College 1988 — 1990
AS, Political Science
Millennial Vision,Inc. November 2008 - Present
CH Furnishing / Arctic Spas and Billiards March 2004 - April 2008
Citi December 2002 - March 2004
Skills
IIS, Troubleshooting, Networking, Software Implementation, Microsoft SQL Server, VMware, Graphic Design, Software Project..., Technical Support, Windows, Project Management, Servers, Windows Server, MySQL, Software Documentation, SQL, Technical Writing, Access, Linux, SaaS, Active Directory, Unix, Windows 7, Network Administration, SharePoint, Visual Basic, Microsoft Exchange, System Administration, Document Management, Databases
Education
Davis Applied Technology College 2001 — 2002
Information Technology
Citi November 2012 - Present
Primerica August 2012 - November 2012
Advance Capital Management November 2000 - March 2012
Sterling Bank & Trust December 1997 - November 2000
Source One Mortgage Services June 1987 - July 1997
Skills
Problem Solving, Investments, Asset Managment, Asset Allocation, Portfolio Management, Series 63, Securities, 401k, Financial Services, Bloomberg, Fixed Income, Series 7, Wealth Management, Strategic Financial..., Equities, Licensed Life Insurance...
Education
Davenport University 2000 — 2003
Master of Business Administration (MBA), Strategic Management, 3.55
Detroit College of Business 1980 — 1985
Bachelor of Business Administration (BBA), Data Processing / Accounting
United Microelectronics Corporation (UMC) July 2014 - October 2014
ATR International August 2013 - January 2014
Citi September 2012 - August 2013
Foothill-De Anza Community College District July 2009 - September 2011
Skills
Java, Databases, HTML, Eclipse, C, XML, Linux, MySQL, SQL, JavaScript, Software Engineering, Testing, Microsoft Office, Microsoft SQL Server, Program Management, Android SDK, DB2, Mainframe, NoSQL, Python, Semiconductor Industry, JSON, PHP
Education
San Jose State University 2012 — 2015
Bachelor's Degree
De Anza College 2008 — 2011
Extended Stay Hotels March 2011 - Present
McDonald's Corporation March 2010 - December 2010
Citi March 2001 - May 2006
Skills
Organizational skills..., Adaptability and..., Excellence Personal...
Education
University of the Assumption 1997 — 2000
Bachelors Degree, Communication
De La Salle University 1996 — 1997
Bachelors Degree in Commerce, Economics
Bank of America October 2014 - Present
AIG May 2013 - September 2014
Citi January 2011 - May 2013
Citi July 2009 - January 2011
Citi July 2007 - July 2009
Citi July 2005 - July 2007
Citi August 2002 - July 2005
Skills
Series 7 and 63
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics
Merkle Response Management 2009 - Present
Citi 2008 - 2008
TJ Maxx 2000 - 2003
Tommy Hilfiger 2000 - 2000
American Outpost 1998 - 2000
Bath & Body Works 1995 - 1998
Education
University of Phoenix 2003 — 2007
Master of Business Administration (M.B.A.), Human Resources Management and Services
Davis and Elkins College 1995 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Fairmont State College 1991 — 1994
Associate of Arts and Sciences (AAS), Fashion Merchandising
Citi
Skills
Banking, Strategy, Finance, Financial Analysis, Corporate Finance, Valuation
Education
Dartmouth College 2004 — 2008
Engineering Modified with Biology
Fifth Third Bank (Cincinnati) October 2011 - Present
Kursman Communications July 2002 - September 2011
Axcess Financial March 2008 - April 2010
Citi 2000 - 2002
Commonwealth of Massachusetts 1992 - 1999
Skills
Change Management..., Community Engagement &..., Crisis Communications &..., Executive Speech..., Government Affairs &..., Media Spokesperson and..., Social Media Strategy &..., Social Responsibility &..., Speech Writing, Reputation Management, Spokesperson, Public Affairs, Nonprofits, Social Media, Strategy, Crisis Communications, Public Relations, Corporate Communications, Media Relations, Strategic Communications, Public Speaking, Communication Training, Brand Awareness, Political Campaigns, Internal Communications, Press Releases, Marketing Communications, Publicity, Newsletters, Crisis Management, Internal, Community Engagement, Analytics, Thought Leadership, Social Media Measurement, Change Management, Fundraising, Leadership, Community Outreach, Facebook, Copywriting, Communications Planning, Event Management, Copy Editing, Editing, Politics, Corporate Social..., Strategic Planning
Education
Dartmouth College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1991 — 1991
Communication and Media Studies
Bloomfield High School (CT) 1985 — 1989
Summa Cum Laude, HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Citi 2009 - Present
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Derivatives, Investment Banking, Securities, Investments, Business Analysis, Portfolio Management, Financial Modeling, Alternative Investments, Bloomberg, Valuation, Project Management, Prime Brokerage
Education
Dartmouth College
Bachelor’s Degree, History
Citi May 2008 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Dartmouth College 1990 — 1994
Bachelor of Science (BS), Psychology
Citi April 2010 - Present
Morgan Stanley January 2001 - February 2010
Morgan Stanley January 1999 - December 2000
Education
Columbia University Graduate School of Arts and Sciences 1980 — 1985
Master's degree, History
New York University School of Law 1981 — 1984
JD
Dartmouth College 1976 — 1980
Bachelor's degree, History