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
Symphony Technology Group July 2014 - Present
Symphony Technology Group March 2012 - June 2014
Citi June 2010 - March 2012
Skills
Financial Modeling, Microsoft Excel, Due Diligence, M&A Modeling, Investment Banking, Mergers & Acquisitions, Portfolio Management, Equities, Corporate Finance, Valuation, Acquisitions, Competitive Analysis, Private Equity
Education
UCLA Anderson School of Management 2009 — 2010
Master of Business Administration (MBA)
Drake University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
State Street March 2014 - Present
Citi June 2011 - March 2014
Bank of Ireland April 2007 - May 2011
Bank Of Ireland Securities Services January 2009 - April 2011
Skills
Superior Client Service, Microsoft Excel, PowerPoint, Quality Control, Manage Client..., Proactive self-starter, Efficiency, Financial Services, Back Office, Settlement, Fund Administration, Global Custody, Securities, Process Improvement, Middle Office, Investment Banking, Banking, Mutual Funds, CRM, Account Reconciliation, Fixed Income, Equities, Derivatives, Relationship Management
Education
University College Dublin 2007 — 2007
Certificate in investment fund services, Institute of Bankers exams
Dublin Business School 2006 — 2007
Postgraduate Diploma, Business/Commerce, General
University College Dublin 2003 — 2006
Bachelor of Arts (BA), Computer Science
Citi May 2013 - Present
JPMorgan Chase January 2013 - May 2013
Rothschild Wealth Management January 2012 - January 2013
MASECO Private Wealth March 2010 - January 2012
CITI PRIVATE BANK December 2007 - March 2010
SMITH BARNEY March 2004 - December 2007
Skills
PRINCE2 – Practitioner..., FSA – Financial..., Series 7 – General..., Series 63 – Uniform..., Series 66 – Uniform..., Series 9 and 10 –..., Series 63, FSA, Series 7, Financial Regulation, Uniform Combined State..., Wealth Management, Business Development, AML, Equities, Fixed Income, Financial Risk, Asset Management, Investments, Financial Services, KYC, Risk Management, Project Management, Due Diligence, Business Process, Wealth Management..., Business Strategy, Back Office, Operational Risk, FINRA, Middle Office, Investment Management, Series 65, Portfolio Management, Management, Banking, Alternative Investments
Education
Drew University 1999 — 2003
Bachelor of Arts (B.A.), Political Science; Economics and Business Management, Cum Laude
ColdLight, A PTC Business November 2014 - Present
Fiserv May 2013 - November 2014
Citi August 2011 - May 2013
Citi October 2010 - August 2011
HRDQ March 2008 - January 2010
JP Morgan Chase & Co. August 2004 - July 2007
Bank One February 2003 - December 2003
Aetna/InteliHealth June 2001 - December 2002
Yves Rocher North America February 1998 - June 2001
Skills
Vendor Management, Process Improvement, Operations Management, Inventory Management, Association Management, Project Management, Marketing, Direct Mail, Collateral Management, Team Leadership, Implementation..., Traffic Management, Account Management, Strategic Planning, Product Development, Management, Online Marketing, Retail, Cross-functional Team..., Implementation..., CRM, Business Analysis, Strategy, Leadership
Education
Drexel University 1991 — 1993
Master of Science, Administration and Management-Arts
Temple University 1988 — 1990
BFA, Dance and Dance Education
The University of the Arts 1985 — 1988
Associates, Dance
Performing Arts School 1981 — 1985
Diamond Consulting October 2014 - April 2015
Everbright Pramerica Fund Management Co,Ltd July 2012 - October 2012
CHINA CITIC BANK January 2012 - February 2012
Citi July 2011 - July 2011
Central China Security July 2010 - August 2010
Skills
Microsoft Office, Eviews, cool edit, Garageband, Team Leadership, sale, Sales, Microsoft Excel, PowerPoint
Education
Drexel University 2013 — 2015
Master of Science (MS), Finance, General
East China University of Politics and Law 2009 — 2013
Bachelor's degree, Finance, General, 3.44
Iowa State University August 2014 - Present
Citi June 2001 - August 2014
Skills
System Architecture, Web Application..., Large Systems..., Linux System..., Windows System..., Project Management, Integration, Business Analysis, Vendor Management, Software Development, Process Improvement, Software Project..., Banking, SDLC, Program Management, Strategic Planning, Risk Management, Credit Cards, Microsoft SQL Server, Disaster Recovery
Education
Iowa State University 2011 — 2012
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Franklin University 2007 — 2010
Management
Simpson College 2005 — 2006
Management
Iowa State University 2002 — 2003
Architecture
Drake University 2000 — 2002
Computer Science
Southeast Polk 1996 — 2000
Citi November 2014 - Present
Boeing November 2012 - November 2014
Boeing January 2010 - November 2012
Boeing January 2009 - January 2010
Boeing March 2007 - January 2009
Skills
Earned Value Management, Systems Engineering, Aerospace, Six Sigma, Process Improvement, Engineering Management, Lean Manufacturing, Program Management, Microsoft Project, Engineering, Root Cause Analysis
Education
Lehigh University 2011 — 2014
Master's Degree, Manufacturing Systems Engineering
Drexel University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Miami University 2003 — 2006
Bachelor's degree, Finance, General
Drake University April 2014 - Present
ProAccounts UK December 2014 - January 2015
Inner-City Soccer May 2013 - August 2013
Principal Financial Group March 2013 - March 2013
Citi August 2012 - August 2012
Walmart August 2009 - June 2012
Skills
Microsoft Word, Java, Microsoft Excel, PowerPoint, Access, Customer Service, Microsoft Office
Education
Drake University 2012 — 2016
Bachelor of Science in Business Administration, Actuarial Science/Finance
Citi January 2014 - Present
Citi May 1998 - Present
Citi August 2004 - December 2008
Principal Financial Group May 2002 - August 2004
Principal Financial Group February 2000 - May 2002
Principal Financial Group May 1998 - February 2000
Reliastar October 1997 - May 1998
KJJY FM November 1990 - October 1997
Skills
Financial Services, Training, Mortgage Lending, Banking, Loans, Vendor Management, Strategy, Mortgage Banking, Marketing, Credit Analysis, Leadership, Process Improvement, Change Management, Management, Software Documentation, Credit, Business Analysis, Strategic Communications, Publishing, Newsletters, Financial Analysis, Marketing Communications, Internal Communications, Relationship Management
Education
Drake University 1980 — 1984
BA, Journalism/Advertising
Allegis Group October 2014 - Present
SUPERVALU November 2010 - October 2014
CGI Federal January 2010 - November 2010
CoStar Group October 2008 - January 2010
Citi January 2007 - January 2008
Covance January 1999 - August 2007
Skills
Organizational..., Organizational..., Training Delivery, Workshop Facilitation, Instructor-led Training, Succession Planning, Benchmarking, Talent Acquisition, Instructional Design, Culture Change, Change Management, Leadership Development, Educational Leadership, Employee Engagement, Employee Management, Employee Training, Employee Handbooks, New Hire Orientations, New Hire Training, Coaching Staff, 360 Degree Assessment, Achieve Global Certified, Agile Methodologies, Waterfall, Knowledge Sharing, SharePoint, Adobe Connect, Camtasia, Wimba, Wikis, Healthcare, Adobe Presenter, Performance Improvement, Performance Appraisal, Needs Analysis, Leadership, Coaching
Education
Drexel University 2009 — 2013
MASTERS, Human Resource Development
The Catholic University of America
BA, Social Work
TDK Technologies May 2007 - Present
MasterCard May 2007 - April 2009
Citi March 2004 - May 2007
Enterprise Rent-A-Car May 2003 - August 2003
Alco Controls May 2002 - August 2002
Skills
Certified Scrum Master..., Project Management, Business Analysis, Web Project Management, Mobile Project..., Agile & Waterfall..., IT Solutions, Project Estimation, SEO, Mobile Design, Web Design, Software Project..., Project Portfolio..., Resource Management, PMP, Project Delivery, Integration, Agile Methodologies, Process Improvement, Visio, SDLC, Vendor Management, Requirements Analysis, Management, Software Development, Leadership, IT Strategy
Education
Webster University 2004 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Drury University 1999 — 2003
Bachelor of Arts (B.A.), Computer and Information Systems
Blue Shield of California March 2015 - July 2015
Practice Management Inc. January 2015 - February 2015
euronique+communications June 2014 - September 2014
Capitol Health Management October 2013 - December 2013
Morningstar May 2012 - July 2012
Citi January 2012 - March 2012
Shenzhen University February 2011 - July 2011
Honda Motor Co. Ltd. October 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, SPSS, Leadership, Analysis, Marketing, Market Research
Education
Drexel University 2012 — 2014
Master's Degree, Science in Finance
Shenzhen University 2008 — 2012
Bachelor of Science, Mathematics and Applied Mathematics
Shenzhen Middle School 2005 — 2008
High School
Drexel University's LeBow College of Business September 2015 - Present
University of California, San Diego February 2012 - March 2013
Ministry of National Defense, Taiwan, R.O.C. August 2010 - July 2011
Citi 2008 - 2011
National Taipei University of Technology January 2009 - February 2010
Skills
Matlab, Microsoft Office, AutoCAD, PowerPoint, Simulations, Biomedical Engineering, Machine Learning, Python, Solidworks, Debate, Biomechanics, Nanofabrication, Quality Control, Music Theory, Electone, Pro Engineer, UG, ANSYS, Visual Basic, Management, Research
Education
Drexel University 2015 — 2019
Doctor of Philosophy (PhD), Accounting
University of California, San Diego 2011 — 2013
Master of Science (M.S.), Mechanical Engineering / Research Lab in Bioengineering
National Taipei University of Technology 2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering, Overall GPA: 3.24/152 credits; Rank: 5/57 in class, 12/170 in department
Foreside Financial Group, LLC September 2015 - Present
State Street May 2015 - September 2015
Citi October 2008 - May 2015
MetLife October 2004 - October 2008
PNC October 2003 - October 2004
Dechert LLP June 2000 - October 2003
Fidelity Investments May 1998 - June 2000
Skills
Securities Regulation, Corporate Governance, Legal Research, Legal Writing, Mutual Funds, ETFs, Investment Advisers Act, Investment Company Act, Investment Management, Fund Administration, Securities, Asset Management
Education
Drake University Law School 1993 — 1996
Doctor of Law (J.D.), Law
The University of Connecticut 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Sociology
Disney University 1991 — 1991
Mousters Degree
Citi December 2012 - January 2015
Wells Fargo June 2011 - May 2012
Fannie Mae April 2010 - June 2011
Matlen May 2008 - January 2010
IBM April 2007 - April 2008
Freddie Mac July 2006 - April 2007
Other September 1992 - June 2006
Skills
Business Process..., Risk Management, Leadership, Project Management, Integration, Analysis, Enterprise Software, ITIL, SDLC, Business Analysis, Financial Risk, Requirements Analysis
Education
Drexel University 1992 — 1997
BS, Accounting & MIS
Moody's Investors Service March 2014 - Present
BlackRock August 2012 - March 2014
JPMorgan Chase March 2012 - August 2012
Citi July 2011 - March 2012
Philadelphia Water Department August 2010 - June 2011
Drexel University - Office of the General Counsel January 2009 - June 2011
Philadelphia Water Department 2010 - 2010
Andre Dasent PC June 2008 - September 2009
Skills
Financial Analysis, Financial Modeling, Analysis, Financial Reporting, Financial Accounting, Accounting, Budgets, Data Analysis, Auditing, Credit Analysis, Fixed Income, Fixed Income Analysis, Bond Markets, Oil & Gas Industry, Microsoft Excel, Mergers & Acquisitions, Access, PowerPoint, Microsoft Office, Sarbanes-Oxley Act, Dodd-Frank, Tax
Education
Drexel University - College of Business and Administration 2007 — 2011
BS, Accounting
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
Citi January 2012 - May 2013
Citi November 2008 - January 2012
Credit Suisse July 2007 - November 2008
UBS October 2006 - July 2007
UBS December 2005 - September 2006
Thomson Reuters December 2004 - November 2005
Thomson Reuters July 2000 - December 2004
Thomson Reuters July 1998 - June 2000
Education
Pace University - Lubin School of Business 2003 — 2006
MBA
Drexel University 1993 — 1998
BS in Business Administration
Scholastic Corporation January 2007 - Present
Citi January 2001 - October 2006
EDO May 1999 - December 2000
PPG Industries May 1997 - May 1999
Skills
HRIS, Employee Relations, Talent Management, Deferred Compensation, Onboarding, Employment-based..., Employee Training, HR Policies, Succession Planning, Human Resources, Personnel Management
Education
Gannon University 1995 — 1996
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Gannon University 1993 — 1995
Bachelor's degree, Finance
Drexel University 1990 — 1993
Citi September 2014 - Present
Goldman Sachs July 2010 - September 2014
Skills
Research, Access, Microsoft Excel, PowerPoint, Financial Modeling, Economics, Data Analysis, Financial Analysis, SPSS, Statistics, Microsoft Office, Analysis, Microsoft Word, Risk Management, Public Speaking, Social Media, Business Analysis, Project Management, VBA, Event Planning, Finance, Editing, Equities, Hedge Funds, Valuation, Investment Banking, Fixed Income, Capital Markets, Econometrics
Education
Drew University 2006 — 2010
Bachelor of Arts, Economics
Oak Knoll School of the Holy Child 2002 — 2006
High School Diploma
Startup Institute July 2015 - Present
Percolate Inc. 2014 - Present
Citi September 2012 - July 2013
Citigroup August 2011 - August 2012
Citigroup June 2010 - August 2010
Ziff Brothers Investments June 2009 - September 2009
Drexel University September 2008 - September 2009
Skills
Trading, Bloomberg, Social Media Marketing, Credit, Financial Modeling, Microsoft Excel, Financial Analysis, Marketing Strategy, Social Media, Marketing, Valuation, Bloomberg Terminal, Finance, Research, Business Development, Sales, Derivatives, Fixed Income, Loans, Series 7, Series 63, Fire Suppression Systems, Bodybuilding, Heavy Lifting, Advertising, Business Strategy, Credit Analysis, Intex, MBS, Management
Education
Drexel University
Bachelors of Science, Economics / Mathematics
Marlboro High School
EY July 2014 - Present
Citi September 2014 - February 2015
Morgan Stanley March 2013 - July 2014
Capco September 2012 - July 2014
Fannie Mae November 2012 - December 2012
OpenLink Financial LLC September 2010 - September 2012
Merck Sharp & Dohme Corp. July 2009 - August 2010
Susquehanna International Group October 2008 - April 2009
Hexaware Technologies June 2005 - December 2007
Deloitte May 2004 - April 2005
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Business Intelligence, SSRS, SSAS 2008, SSIS, Oracle E-Business Suite, Oracle R12 Financials, Project Planning, Visio, PL/SQL, T-SQL, Software Project..., Agile Methodologies, SDLC, Database Design, Oracle Discoverer 10g, Time Management, UML, Scrum, Crystal Reports, Gap Analysis, Current State Assessment, Mortgage Lending, Process Modeling, Proposal Writing, Oracle, MS Project, IT Strategy, Business Process Design, Agile Project Management, Systems Analysis, SQL, Enterprise Architecture, Project Management, User Acceptance Testing, ETL, Integration, Solution Architecture, Data Migration, Business Process, Data Modeling, Business Requirements, Databases, SharePoint, Data Warehousing, SOA, Dodd-Frank
Education
Drexel University
Master’s Degree, Information Systems
University of Mumbai
Bachelor’s Degree, Computer Engineering
Citi 1977 - 2011
Citigroup July 1977 - December 2010
Education
Dowling College 1978 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
SUNY Farmingdale 1974 — 1977
Associate of Arts and Sciences (AAS), Data Processing
Cobra Energy Services October 2014 - Present
Internal Revenue Service January 2013 - April 2013
Drexel University October 2012 - March 2013
Course Hero, Inc. May 2012 - October 2012
Citi August 2011 - September 2011
Skills
Web Design, Basketball, C, Mandarin, English, Excel, PowerPoint, Word, Chinese, Matlab, Photoshop, Research, Public Speaking, Microsoft Excel, Social Media, Accounting, Microsoft Word
Education
Drexel University 2011 — 2014
Bachelor of Science, Business Administration; 2014; Accounting, 3.50
Drexel University 2010 — 2014
Bachelor of Science (BS), Accounting
Citi June 2013 - Present
The Princeton Review January 2010 - December 2012
The Princeton Review April 2009 - January 2010
The Princeton Review May 2007 - March 2009
The Princeton Review January 2005 - June 2007
The Princeton Review March 2004 - January 2005
The Princeton Review November 2003 - March 2004
Skills
Content Development, Higher Education, Instructional Design, Developing Training..., Needs Analysis, Budget Management, Cross-functional Team..., Cross-platform..., Learning Management, Distance Learning, Program Development, admission, College Counseling, Process Development, Product Development, Adult Education, Education Program..., Staff Development, E-Learning, Educational Technology, Curriculum Design, Curriculum Development, Admissions, Training, Teacher Training, Instructional Technology, Content Management, Public Speaking, Coaching, Content Strategy, Employee Training, Organizational..., Program Management, Educational Leadership, Strategic Partnerships, Leadership, Editing, Blended Learning, Research, Learning Management..., Management
Education
Columbia University Teachers College 2007 — 2009
Master of Arts (MA), Adult Learning and Leadership / Instructional Media and Technology
Drew University 1991 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Parks Executive Coaching, LLC January 2011 - Present
Financial Industry Regulatory Authority 2003 - April 2014
JPMorgan Chase 2000 - 2002
Citi 1996 - 2000
Lehman Brothers 1992 - 1996
Resolution Trust Corp 1991 - 1991
Hunter College 1989 - 1990
Merrill Lynch 1977 - 1988
Skills
Leadership Development, Executive Coaching, Organizational..., Mergers, Coaching, MBTI Certified, FIRO-B, DISC, EQi, Hogan Assessments, Mergers & Acquisitions, Human Resources, Program Management, Management, MBTI, Leadership, Performance Management, Employee Engagement, Change Management, Training, Talent Management, Organizational..., Policy, Succession Planning, Employee Benefits, Workshop Facilitation, Organizational Design, Nonprofits, Management Development
Education
Drew University
BA, History / Poltical Science
New York University
MA, Education
Citi January 2014 - Present
Citi May 2011 - Present
Citi January 2010 - July 2011
Citi April 2008 - February 2010
Citi January 2005 - April 2007
Citi 2000 - 2005
Education
Dowling College 1994 — 1997
BBA, Finance, Political Science
Citi May 2015 - Present
NBC Universal and Comcast Sportsnet January 2015 - May 2015
Thomson Reuters April 2013 - September 2013
Bimbo Bakeries USA March 2012 - September 2012
Bimbo Bakeries USA March 2011 - September 2011
Landmark Americana March 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, Essbase, Data Analysis, PowerPoint, Financial Reporting, Analysis, Process Improvement, Microsoft Word, SAP, Forecasting, Budgets, Leadership
Education
Drexel University 2009 — 2014
Bachelor of Business and Engineering, Finance, General
Citi September 2015 - Present
BP July 2012 - August 2015
BP July 2009 - June 2012
BP June 2008 - June 2009
BP February 2006 - June 2008
EDS February 2003 - February 2006
Nortel September 1994 - February 2003
AT&T Bell Laboratories 1986 - 1994
Skills
Networking, IT Service Management, Cisco Technologies, Strategy, IT Strategy, Data Center, Business Analysis, Petroleum, Telecommunications, Program Management, Strategic Planning, HP, Leadership, Project Management, Integration, Change Management, Network Security, ITIL, Virtualization, Enterprise Architecture, Service Delivery, IT Outsourcing, Vendor Management, Security, Project Delivery, Solution Architecture, IT Operations, IT Management, Energy Industry, Cross-functional Team..., Team Leadership, Cloud Computing, Network Architecture, Incident Management, Process Engineering, VoIP, PMP, Disaster Recovery
Education
Southern Methodist University 1989 — 1990
MS, Telecommunications
Drexel University 1981 — 1986
BS, Electrical Engineering
Cigna January 2015 - Present
Citi November 2006 - December 2014
Bank of America October 2004 - October 2006
Independence Blue Cross September 2002 - October 2004
Skills
Project Management, Program Management, Web Applications, 24x7 Production Support, Applications Software..., Business Analysis, Leadership, Management, Risk Management, SDLC
Education
Drexel University 1995 — 1997
Master of Science Information Systems, Software Engineering
Rowan University 1988 — 1991
BS, Management Information Systems, General
YIXINAN Asset Management Co.LTD. August 2014 - August 2014
Citi July 2013 - December 2013
ING August 2012 - August 2012
Skills
Economics, Microsoft Office, Microsoft Excel, Derivatives, Finance, Financial Analysis, Financial Modeling, Marketing, Trading, Management, Statistics
Education
Drexel University 2014 — 2016
Master of Finance
Shanghai University of Finance and Economics 2010 — 2014
Bachelors of Economics, Science
Citi September 2013 - Present
Consumer Bankers Association September 2011 - July 2013
ISDA June 2006 - August 2011
Skills
Strategic Communications, Media Relations, Financial Services, Public Policy, Government Relations, Marketing, Social Media, Event Management, Non-profits, Newsletter Production, Crisis Communications, Nonprofits, Corporate Communications, Strategy, Internal Communications, Policy
Education
Drew University 2002 — 2006
BA, Economics and Political Science
Citi October 2010 - Present
Jefferson Wells February 2010 - October 2010
Brown Brothers Harriman November 2009 - January 2010
Citi July 2005 - November 2009
KPMG Audit June 1998 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Auditing, Financial Accounting, External Audit, US GAAP
Education
Kean University 1997 — 2000
B.S., Accounting
Drexel University 1995 — 1996
Business
Union Catholic 1992 — 1995
Diploma, College Prep
Morgan Stanley Smith Barney September 2010 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Citi 2006 - 2007
Citi 2005 - 2006
Citi 2004 - 2005
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, Uniform Combined State..., Financial Services, Series 65, Asset Managment, Investments
Education
Thomas M. Cooley Law School 2012 — 2015
Doctor of Law (JD)
Dowling College 2004 — 2006
Master of Business Administration (M.B.A.)
State University of New York College at Old Westbury 1999 — 2002
Bachelor of Arts (B.A.)
Citi September 2012 - Present
Skills
Talent Acquisition, Technical Recruiting, Talent Management, Performance Management, Employee Engagement, Executive Search, Human Capital Management, Vendor Management, Change Management, Process Improvement, Interviewing, Strategic Planning, Succession Planning, Strategy, Program Management, Personnel Management, Cross-functional Team..., Human Resources, Employee Relations, Training, Recruiting, Interviews, Leadership, Team Management, Onboarding, Applicant Tracking..., Finance, Operations Management, Budgets, Sourcing, Banking, Management, Executive Management, Financial Services, Hiring
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Drexel University
BS
Hengtong International Co., Ltd August 2010 - June 2013
Citi October 2012 - December 2012
Skills
Finance, Marketing, Business Strategy, New Venture Development, Sales
Education
Drexel University 2013 — 2015
Master's Degree, Finance, General
Renmin University of China 2009 — 2013
Bachelor's Degree, International Economics and Trades
Tiffany & Co. 2012 - Present
Saatchi & Saatchi Healthcare 2010 - 2012
Citi 2006 - 2010
Avaya 2004 - 2006
Citigroup Corporate Center 2001 - 2004
Radian 1996 - 2000
Skills
Executive Coaching, Organizational..., Employee Relations, Talent Management, Personnel Management, Recruiting, Human Resources, HRIS, Deferred Compensation, Interviews, Talent Acquisition, Leadership Development
Education
Drexel University 1994 — 1996
MBA, Organization and Human Resource Management
Ithaca College
BS, Applied Psychology
Gooi Mortgage, Inc. July 2015 - Present
Citi November 2012 - August 2014
Wells Fargo June 2005 - November 2012
Citi June 1995 - June 2005
Skills
Analysis, Strategic Financial..., Leadership, Financial Analysis, Analytics, Accounting, Financial Reporting, Team Building, Strategic Planning, Change Management, Portfolio Management, Financial Planning, Staff Development, Competitive Analysis, Communication Skills, Capacity Planning, Hyperion Enterprise, Essbase, Microsoft Office, KPI Dashboards, Teradata, Management Due Diligence, MicroStrategy Reporting, CCAR, Professional Mentoring, Collaborative Problem..., Internal Audit, Technology Needs..., KPI Reports, Personal Development, Oracle SQL, Microstrategy, TM1, SOX, Internal Audits, Tax Incentives, Product Management, Banking, Management, Finance, Executive Management
Education
Drake University-Masters, Iowa State University-Bachelors
Drake University 1999 — 2002
Master's degree, Accounting, 4.0
Iowa State University 1991 — 1995
Bachelor's degree, Finance, General
Valley High School
The Compliance Group, Inc. October 2014 - Present
ACES Risk Management Corp (ARMCO) October 2013 - October 2014
Capsilon September 2013 - October 2013
Interthinx September 2009 - September 2013
American Home Mortgage July 2006 - September 2007
Citi March 2002 - July 2006
Skills
Quality Assurance, Quality Management, Credit Risk, Mortgage Banking, Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Quality Control, Financial Analysis, Stock Market, REIT, Mortgage Fraud, Operational Risk, Report Writing, Executive Reporting, Tableau, Mortgage Compliance, Product Development, Product Management, Product Marketing, Human Resources, Operations Management, Operational Planning, Operational Efficiency, Operational Due..., Automated Underwriting..., Quality Reporting, Trending, Investment Banking, Private Banking, Retail Banking, Data Quality Control, Microsoft Office, Business Objects, Crystal Reports, JIRA, Computer Hardware, Red Flags, Confluence, SharePoint, Business Networking, Business Intelligence, Criminal Justice, Loans, Loan Origination, Credit, Mortgage Servicing, Loss Mitigation, Loan Servicing, FHA
Education
Drury University 1997 — 2001
Bachelor of Arts (B.A.), Criminology, Psychology
Grant Thornton LLP October 2014 - Present
PwC May 2013 - August 2013
Hamilton Lane April 2012 - April 2013
Finantric June 2011 - June 2012
Citi September 2010 - April 2011
Skills
Valuation, Financial Modeling, Equities, Investment Banking, DCF, Debt, Bloomberg, Financial Analysis, Private Equity, Data Analysis, Investments, Portfolio Management, Analysis, Mergers & Acquisitions, Finance
Education
Drexel University 2009 — 2014
Bachelor of Business Administration, Finance and Mathematics, 3.78
Investment Banking Institute 2011 — 2011
Investment Banking
Citi August 2015 - Present
Citi June 2014 - August 2015
JP Morgan Chase May 2013 - February 2014
JPMorgan Chase August 2007 - May 2013
JPMorgan Chase September 2005 - August 2007
JPMorgan Chase August 2003 - August 2005
JPMorgan Chase February 2001 - June 2003
Fresenius Medical Care March 2000 - January 2001
University Community Hospital November 1999 - February 2000
U.S. Army March 1997 - March 1999
Skills
Banking, Training, Coaching, Financial Analysis, Time Management, FX Options, Payments, Investment Banking, Customer Service, Access, Accounting, Leadership, Photoshop, Finance, Process Improvement, Management, Foreign Languages, OFAC, Suspicious Activity..., Currency Transition..., Curriculum Design, Superior Computer Skills, Financial Policies &..., Certified Anti-Money..., Quality Assurance, Documentation Practices, High Organizational..., Research & Analysis, Problem Solving, Self-motivated Team..., Presentation Design, Teaching, Analysis, Risk Management, Microsoft Office
Education
International Academy of Design 2001 — 2003
Associate of Science, Web Design
Drexel University 1992 — 1996
Master of Science (MS), Arts Administration
University of Puerto Rico-Mayaguez 1983 — 1987
Bachelor of Arts, Fine Arts
Mersh 2007 - Present
Citi 2002 - 2004
Skills
Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Marketing, Risk Management, Life Insurance, Underwriting, Marketing Strategy, Sales, Liability, General Insurance, Casualty, Brokers, Employee Benefits, Disability Insurance, Reinsurance, Professional Liability, Account Management, Claim, Customer Retention, Financial Risk, Fixed Annuities, Long-term Care, Small Business, Term Life Insurance, Workers Compensation
Education
Drake University 2004 — 2008
Marketing, Business Management
Drake University
Simpson College
Tierney January 2014 - Present
Jacobson Strategic Communications September 2013 - December 2013
Citi April 2011 - July 2013
Tierney March 2010 - April 2011
Tierney Communications January 2008 - March 2010
Tierney January 2006 - March 2008
Tierney January 2005 - March 2006
Tierney March 2004 - March 2005
Tierney June 2003 - March 2004
The LSG Group January 2002 - June 2003
Skills
Direct Marketing, Corporate Communications, Brand Development, Thought Leadership, Public Relations, Social Media, Corporate Social..., Media Relations, Strategic Planning, Marketing Communications, Event Management, Mentoring, Account Management, New Business Development, Product Launch, Community Outreach, B2B, Strategic Communications, Internal Communications, Online Marketing, Email Marketing, Press Releases, Management, Integrated Marketing, Brand Management, Marketing, Marketing Strategy, Marketing Management, Social Media Marketing, B2B Marketing, Advertising, Digital Strategy, Lead Generation
Education
Drexel University - LeBow College of Business 2007 — 2009
MBA
Ursinus College 1997 — 2001
BA
Merion Mercy Academy
Citi December 2014 - Present
Citi July 2013 - December 2014
Citi August 2012 - July 2013
Citi August 2007 - August 2012
National College of Ireland June 2006 - July 2007
MTS Property Management 2001 - 2006
Skills
Cash Management, Banking, Project Management, Strategic Financial..., Relationship Management, Management Consulting, Leadership Development, Business Strategy, Analysis, Payments, Team Management, Strategy
Education
Dublin Institute of Technology 2009 — 2011
MBA, Business
National College of Ireland 2003 — 2006
BA Hons Degree, Accounting & Human Resource Mgmt
Dublin Business School 2007 — 2007
Diploma, Financial Trading & Investment
Castleknock College 1997 — 2003
Porterfield Insurance Agency, LLC September 2013 - Present
Expedia October 2008 - January 2014
Select Mortgage Resources July 2007 - October 2008
Citi May 2004 - July 2007
Skills
Home Insurance, Auto Insurance, Business Insurance, Life Insurance, Specialty Insurance, Sales, Sales Management, Marketing, Mortgage Lending, Training, Loans, Call Centers, Specialty Lines, Automobile, Motorcycle, Homeowners, Sales Process, Direct Sales, Education, Educational Technology, Loan Servicing, Insurance, Management, Customer Service, Small Business, Commercial Insurance, Leadership, Underwriting, Investments, Mutual Funds, Annuity Sales, Qualified Retirement..., College Savings Plans
Education
Drury University 2007 — 2011
Bachelor of Arts (B.A.), Secondary Education and Teaching and History
Ozarks Technical Community College 2004 — 2007
Associate of Arts (A.A.), General Studies
Principal Financial Group March 2013 - Present
Capital One January 2011 - January 2013
Citi April 2007 - January 2011
Skills
Mortgage Underwriting, Customer Service, Commercial Lending, Loss Mitigation, Mortgage Loan Advisor, Experienced Sales..., New Business Development, Leadership, FHA, Credit Analysis, Banking, Small Business Lending, Business Acquisition..., Mezzanine, Financial Analyst, Investment, Private Equity, FNMA/FHLMC/FHA/VA, Management, Contract Negotiation, Training
Education
Drexel University 2006 — 2008
LeBow College of Business - Masters of Business Administration
Temple University - Fox School of Business and Management 1999 — 2004
Bachelor of Business Administration
EY October 2014 - Present
Citi November 2011 - September 2014
JPMorgan Chase November 2007 - November 2011
JPMorgan Chase August 2006 - November 2007
City of Philadelphia December 2005 - June 2006
Skills
LCR, CCAR, Volker Rule, Risk Management, Finance, Business Analysis, Financial Analysis, Access, Microsoft Excel, Project Management, Process Improvement, Internal Controls, Auditing, Business Objects, Business Intelligence, Financial Risk, Financial Modeling, Cash Management, Sarbanes-Oxley Act, Account Reconciliation, Hyperion Enterprise, Databases, Forecasting, SharePoint, Risk Assessment, Operational Risk, Analytical Skills, Database Design, Database Administration, Teamwork, Microsoft Word, Visual Basic, SQL, Market Risk, Entity Framework, Entity Selection, Liquidity Risk, Equity Valuation
Education
Drexel University 2001 — 2005
Bachelor of Science, Business; Accounting and Finance
Shawnee Mission West High School 2000 — 2001
High School Diploma, Accounting and Finance
BlackRock March 2013 - Present
AstraZeneca September 2011 - December 2011
Vertical Heights January 2010 - August 2010
Citi January 2009 - October 2009
Taj Hotels Resorts and Palaces June 2007 - December 2007
Skills
Market Research, Research Project..., Statistics, Marketing Strategy, Management Consulting, SPSS, Business Analytics, Market Analysis, Competitive Analysis, R, New Business Development, SAS, Marketing Research, Analysis, Strategy, Business Development, Data Analysis, Project Management
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Marketing
S.R.M University 2004 — 2008
Bachelor of Technology, Electronics and Communication
The Lawrence School 1995 — 2004
CBSE, Science
Exeter Finance Corp. January 2013 - Present
Citi 2011 - 2013
Capital One Auto Finance 2009 - 2011
Skills
Financial Services, Risk Management, Operational Risk..., Retail Banking, Credit Risk, Consumer Lending, Credit, Portfolio Management, Finance, Banking, AML, Operational Risk, Loans, Credit Analysis, Relationship Management, Financial Risk, Federal & State..., Governance, Credit Cards, Compliance Management, Management, Mortgage Lending, Financial Regulation, Sarbanes-Oxley, Vendor Management, Internal Controls, Internal Audit, Loan Origination, Small Business Lending, Process Improvement, Risk Assessment, Corporate Governance, Exam Management, Fair Lending, Auto Finance, Enterprise Risk..., Loan Servicing, Sarbanes-Oxley Act, Commercial Lending, Asset Management, Financial Analysis, Executive Management, Due Diligence, Insurance, Strategic Financial..., Commercial Banking, Business Process..., Financial Institutions, Business Continuity, Department Budgeting
Education
Drake University
MBA, Business Administration
Iowa State University
BA, Business, Communications
Citi April 1992 - Present
Citi October 2014 - Present
Citi January 2008 - October 2014
Citi January 2005 - December 2008
Citi January 1998 - December 2005
Citi April 1992 - January 1998
Lehman Brothers 1986 - 1991
Skills
Capital Markets, Fixed Income, Derivatives, Business Strategy, Strategy, Business Intelligence, Analytical Skills, Information..., Creative Visualization, Data Analysis, Project Management, Business Process..., Global Business Planning, Financial Analysis, Financial Reporting, Human Resources, Finance, Data Modeling, Quantitative Analytics, Rapid Prototyping, Rapid Visualization, Investment Banking
Education
Drew University
Bachelor's Degree, Economics
Southland Renal Medical Group June 2014 - Present
Gerinet Healthcare (Hospice) July 2011 - August 2012
Whittier First Day Coalition December 2011 - July 2012
Citi March 1997 - July 2009
Skills
Strongly self-motivated, Oral & Written..., Work Ethic, Dependable Team Player, Works well under..., Able to adapt to changes, Customer Satisfaction, Customer Service, Client Presentation, Compliance, Microsoft Excel, HIPAA, 10 Key, PowerPoint, Friendly Personality, Banking, Community Outreach, Management, Telephone Skills, Data Entry, Leadership, Microsoft Word, Outlook, Program Development, Time Management
Education
University of Phoenix 2014 — 2016
Master's degree, Health/Health Care Administration/Management
Downey Adult School 2014 — 2014
Medical/Clinical Assistant
University of Phoenix 2011 — 2013
Bachelor's of Science, Human Services
University of Phoenix 2009 — 2010
Associate of Arts (A.A.), Criminal Justice
Genentech / IMS Health January 2015 - Present
Bristol-Myers Squibb March 2011 - December 2014
AstraZeneca 2010 - 2011
Epsilon 2007 - 2010
Unitrin Direct Auto Insurance 2004 - 2007
XM Satellite Radio 2003 - 2004
ServiceMaster 2002 - 2003
Citi 1997 - 2002
Advanta 1991 - 1997
Skills
Marketing Strategy, Marketing Management, Social Media Marketing, Vendor Management, Test Strategy, Analysis, Process Development, Direct Marketing, Digital Marketing, Customer Acquisition, Interactive Marketing, Integrated Marketing, Multi-channel Marketing, Database Marketing, Campaign Management, Online Marketing, Customer Experience, Customer Retention, Strategic Planning, Online Advertising, Strategic Partnerships, Strategy, Marketing, Email Marketing, Cross-functional Team..., Analytics, CRM
Education
Drexel University
MBA, Marketing, Finance
University of Pittsburgh
BS, Business, Psychology
Cheltenham High School
SVB Financial Group 2015 - Present
BlackRock 2008 - 2014
BlackRock 2005 - 2008
Drexel University 2004 - 2005
Citi June 2004 - September 2004
Skills
Investments, Project Management, Financial Analysis, Client Facing Skills, Bloomberg Terminal, Asset Managment, Analysis, Investment Strategies, Fixed Income, Investment Management, Bonds, ETFs, Fixed Income Analysis, Strategic Financial..., Asset Management, Finance, Portfolio Management, Bloomberg, Risk Management
Education
Drexel University 2003 — 2005
M.B.A, Finance (Investment Management) and Operations Management
Sam Houston State University 2000 — 2003
Bachelor of Business Administration (BBA), Economics and International Business, Summa Cum Laude
Allscripts Healthcare Systems June 2010 - Present
GE Healthcare March 2008 - April 2010
Citi July 2006 - February 2008
Metro NYC Area June 2005 - June 2006
Thomas Jefferson University Hospital August 1999 - May 2005
Tenet Healthcare December 1996 - July 1999
Metro Philadelphia area September 1995 - November 1996
Taylor Hospital August 1993 - August 1995
Skills
IT Operations, Project Management, Software Documentation, Change Management, Project Planning, Servers, Healthcare, Analysis, Healthcare Information..., System Administration, Training, EHR, Hospitals, Business Analysis, Vendor Management, Integration
Education
Drexel University - College of Business and Administration 1971 — 1976
Bachelor of Science (BS)
Self-employed June 2012 - Present
Citi January 2000 - May 2012
Skills
PMO, SDLC, Business Analysis, Project Portfolio..., Project Delivery, Vendor Management, Requirements Gathering, Business Process..., PMP, Stakeholder Management, Software Project..., Business Requirements, Public Speaking, Resource Management, Strategic Planning, User Acceptance Testing, Customer Service, Governance, Business Process...
Education
Drake University
BA, History; Education
Edison Properties LLC April 2013 - December 2014
Barclays Corporate Banking October 2012 - March 2013
Independent Contractor November 2009 - October 2012
Citi July 2009 - October 2009
Citi August 2008 - July 2009
Citi September 2006 - August 2008
Independent Contractor January 2001 - September 2005
MetLife December 1999 - August 2001
IBM June 1999 - December 1999
Unum January 1996 - May 1999
Skills
Project Management, Program Management, Organizational Design, New Business Development, Global Business..., Meeting Planning, Meeting Facilitation, Building Relationships, Business Relationship..., Development Of People, Business Communications, Mentoring, Coaching, Sales Presentations, Board Presentations, Cross-functional Team..., Leadership Development, Organizational..., Team Motivator, Change Management, Organizational Change, Able To Multi-task, Time Management, International Relations, Cultural Diversity, Priority Management, Diversity Recruitment, Inclusion, Creative Problem Solving, Group Presentations, Business Process..., Recruiting, Training, People Development, Management, Leadership, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2006
Post MBA Executive Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
Executive MBA
Southern Methodist University 1982 — 1984
BA, Psychology
Drew University 1979 — 1982
Psychobiology
Santander Bank, N.A. August 2015 - Present
TD Bank December 2013 - August 2015
Citi September 2012 - December 2013
PNC Financial Services Group October 2010 - September 2012
PNC Financial Service Group January 2007 - October 2010
PNC Financial Service Group January 2006 - January 2007
PNC Financial Service Group August 2004 - January 2006
PNC Bank June 2003 - August 2004
PNC Financial Service Group June 1999 - July 2003
Skills
Non-profits, Event Planning, Microsoft Excel, Credit, Loans, Banking, Commercial Lending, Finance, Financial Analysis, Underwriting, Credit Analysis, Mortgage Lending, Commercial Banking, Strategic Planning, Investments, Real Estate, Risk Management, Relationship Management, Portfolio Management, Leadership Development, Customer Service, Fundraising, Management, Business Development, Training, Nonprofits
Education
Palmer's Theological Seminary (Formerly Eastern Baptist Seminary) 2007 — 2011
Master of Theological Studies, Theological Studies
Drexel University - LeBow College of Business 1999 — 2003
BS Business Administration & Marketing, Management & Marketing
HootBoard April 2012 - Present
Citi March 2010 - March 2012
CXI September 2009 - December 2009
Teradata June 2006 - August 2009
Wachovia Bank 2006 - 2007
Citigroup Global Corporate Investment Banking (GCIB), NYC August 2005 - June 2006
Capital One Financial Corp September 2003 - August 2005
Skills
Data Warehousing, Business Intelligence, Data Modeling, SDLC, Business Analysis, Requirements Analysis, Solution Architecture, Innovation, Visionary, Leadership, Strategy, IT Strategy, Data Integration, Databases, Data Warehouse..., Master Data Management, Database Design, Agile Project Management, Enterprise Architecture, Data Quality, Internet Entrepreneur, Management, Recruiting, Start-ups, Entrepreneurship, Analytics, Analysis, Creative..., Lean Startup, Inspiring People, Team Management, Software Project..., Big Data, Integration, ETL, CRM, Agile Methodologies, Business Process, Architectures, Consulting, Enterprise Software, Software Development, Oracle, Project Management, Business Development, Program Management
Education
Drexel University 2000 — 2003
MS, Information Systems
Shivaji University 1993 — 1997
BE, Mechanical Engineering
King George High School 1981 — 1991
Chase November 2014 - Present
Citi April 2007 - October 2014
Citigroup 2007 - January 2012
Coldwell Banker June 1986 - April 2007
Skills
Speak Spanish, Strategic Financial..., Credit, Consumer Lending, Customer Service, Mortgage Lending, Home Equity Loans, Mortgage Marketing, Finance, Insurance, Real Estate, Commercial Banking, Lines Of Credit, Sales, Commercial Real Estate, Refinance, Commercial Mortgages, Financial Services, Marketing, Commercial Lending, FHA, Residential Mortgages, Investments, Portfolio Management, First Time Home Buyers, Small Business Lending, Management, Loans, Credit Risk, Loan Origination, Banking, Wealth Management, Relationship Management, Investment Properties, Negotiation, Mortgage Banking, Short Sales, Risk Management, Foreclosures, Credit Analysis, Selling, Underwriting, Sales Management, Financial Analysis, Condos
Education
Drew University
BA, Behaviorial Sciences
Drew University
Express Scripts August 2015 - Present
Express Scripts March 2014 - Present
Express Scripts September 2013 - Present
Malware Consultant June 2011 - Present
Citi November 2012 - November 2013
Citi November 2011 - September 2013
Federal Reserve Bank of Saint Louis December 2009 - November 2011
Village Bank August 2003 - August 2009
Guaranty Bank January 2001 - August 2003
Skills
Vulnerability Assessment, Risk Assessment, Network Administration, Staff Management, CISSP, Penetration Testing, grem, gcih, gsec, gcia, crea, ssdlc, Architecture Risk...
Education
Texas A&M University 2011 — 2014
MBA, Business
Drury University 1998 — 2002
Bachelor, CIS
Trimble Navigation June 2006 - Present
ConAgra Foods 2006 - 2006
Citi 2005 - 2006
Alltel 2004 - 2005
QWEST Communications 2000 - 2002
First Data 1993 - 1994
American Express 1990 - 1992
Siemens Healthcare 1978 - 1986
Skills
CRM, SaaS, Business Intelligence, Enterprise Software, Product Management, Integration, ERP, Cloud Computing, Solution Selling, Telecommunications, Professional Services, Mobile Devices, Project Management, Pre-sales, Cross-functional Team..., Business Process, Wireless, Program Management, Salesforce.com, Business Development, Strategic Partnerships, Software Project..., GPS, Software Development, Solution Architecture, IT Strategy, Start-ups, Requirements Analysis, Data Center, Business Analysis, Software Engineering, Testing, Telematics, Agile Methodologies, Enterprise Architecture, Product Marketing, Go-to-market Strategy, SDLC, GIS, Data Warehousing, Sales Management, Sales, Vendor Management, Consultancy, Informatics, Channel Partners, Mobile Applications, Mergers and Acquisitions, Data Mining, IoT
Education
Drexel University 1978 — 1983
Bachelor of Science (BS)
PS 119 1964 — 1965
Citi November 2013 - Present
Citibank NA, UAE August 2012 - October 2013
Polaris Software Lab October 2010 - August 2012
aurionPro Solutions July 2009 - September 2010
MedRisk, Inc September 2008 - February 2009
Olenick & Associates - Exelon Power Team October 2007 - August 2008
Unisys February 2005 - June 2007
Boden, Inc April 2004 - February 2005
Quinnox February 1998 - March 2004
Silverline Industries (Public) Ltd June 1994 - February 1998
Skills
Business Analysis, Risk Management, Software Documentation, Data Modeling, Consulting, Banking, Database Administration, Proposal Writing, Data Mining, Quality Control, Auditing, Customer Service, Data Processing, SDLC, Requirements Analysis, Analysis, Business Process..., Program Management, Process Improvement, MS Project, Quality Assurance, Requirements Gathering, Project Management, Microsoft Project
Education
Drexel University 2006 — 2007
Masters; MBA, Business Administration; Finance
Shivaji University 1989 — 1993
Bachelor of Engineering, Electronics
K J Somiaya College of Science and Commerce 1987 — 1989
HSC
Fatima High School 1975 — 1987
SSC
Citi February 2015 - May 2015
GSK September 2013 - September 2014
JPMorgan Chase November 2011 - September 2012
Comcast August 2003 - August 2011
Skills
Business Analysis, Financial Analysis, Cross-functional Team..., Process Improvement, Project Management, Vendor Management, SDLC, Analysis Services, Program Management, Change Management, Business Process..., Telecommunications, Strategic Planning, Business Intelligence, Management
Education
Drexel University - LeBow College of Business 1997 — 2002
Management Information Systems
Citi November 2013 - Present
Citi September 2011 - Present
Citi September 2011 - November 2013
Christiana Care Health System December 2007 - September 2011
Nationwide Mutual Insurance May 2006 - December 2007
WSFS Bank October 2003 - April 2006
Bentley Systems 2001 - 2003
Siebel Systems, Inc January 1999 - January 2002
Oracle January 1996 - January 1999
Micro Focus January 1993 - January 1996
Skills
Business Analysis, Program Management, CRM, SDLC, Business Process, Requirements Analysis, Process Improvement, MS Project, Integration, Leadership, Oracle, IT Strategy, Business Process..., Resource Management, Project Management, Management
Education
Drexel University 1985 — 1991
Bachelors of Science
University of Delaware
Citi June 2013 - August 2013
National Grid December 2008 - May 2012
Market Reform September 2006 - April 2007
PJM Interconnection September 2004 - April 2006
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Worcester Polytechnic Institute 2009 — 2012
Master of Science, Power Systems Management
Drexel University 2003 — 2008
Bachelor of Science, Electrical and Computer Engineering
RBC Capital Markets July 2015 - Present
B. Riley & Co. April 2014 - July 2015
Citigroup May 1994 - April 2013
Citi 2001 - 2006
Citi 1997 - 2001
Citi May 1994 - 1997
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Alternative Investments, Financial Modeling, Investment Banking, Series 7, Valuation, Bloomberg, Mutual Funds, Finance, Series 63, Securities, Trading, Derivatives, Options, Financial Markets, Asset Allocation, Equity Trading, Trading Systems, Wealth Management, Fixed Income, Private Equity, Emerging Markets, Investment Advisory, Equity Valuation, Electronic Trading, FINRA, Investment Strategies, Bonds, Investment Management, ETFs, Financial Services, Asset Management
Education
Drexel University 1991 — 1993
Dual MBA, Finance & Investment Mgmt
Rutgers University-New Brunswick 1982 — 1986
BS, Ag Economics
LBI and High School
GSC Group 2002 - Present
Citi 2012 - 2013
Citigroup 1998 - 2002
Swiss Bank / UBS 1997 - 1998
Organizer Systems 1993 - 1997
Skills
Alternative Investments, Hedge Funds, Fixed Income, Valuation, Financial Modeling, Equities, Capital Markets, Portfolio Management, Structured Finance, Asset Management, Derivatives, Bonds, Bloomberg, Corporate Finance, Securities, Financial Analysis, Financial Structuring
Education
Drexel University - College of Business and Administration 1987 — 1992
B.S., Accounting
Incandescent Technologies, Inc. June 2014 - Present
TD February 2014 - May 2014
Citi November 2013 - January 2014
DTCC July 2013 - October 2013
Citi Group July 2006 - June 2013
Harley Davidson Motor Company March 2006 - July 2006
HIP October 2004 - March 2006
Ascential Software April 2004 - October 2004
Skills
Data Warehouse..., Data Warehousing, ETL, Datastage, Big Data, Hadoop, Integration, Data Profiling, Data Integration, Data Modeling, Data Analysis, Dimensional Modeling, Data Migration, Teradata, Database Design, Requirements Analysis, Microsoft SQL Server, Oracle, Erwin, Data Marts, Requirements Gathering, Business Intelligence, OLAP, Business Objects, Hive, Apache Pig, HBase, Yarn
Education
Drexel University
Master of Science (MS), Computer Engineering
Thangavelu Engineering College
B.E, Electronics and Communication
Nrupathunga High School
SSC
Massachusetts Institute of Technology 2014 — 2014
MIT Professional Education Online X Programs, Tackling the Challenges of Big Data
CDAC, Hyderabad
Advance Diploma, VLSI
Foresight ASG Managing Director, Strategic Advisory ServicesAdvisorNovember 2013 - April 2014
SocialWire November 2012 - August 2013
SocialWire August 2011 - November 2012
Morgan Stanley April 2002 - August 2011
Citi April 2002 - December 2003
Salomon Smith Barney December 2000 - April 2002
J. Rothschild Capital Partners 1999 - 2000
Skills
Financial Modeling, E-commerce, Social Media, Mobile Devices, Due Diligence, Smart Grid, Start-ups, Mergers & Acquisitions, Business Development, Corporate Finance, Business Strategy, Strategy, Entrepreneurship, Budgets, Venture Capital, Strategic Planning, Investments, Portfolio Management, Restructuring, Strategic Financial..., Product Management, Strategic Partnerships, Valuation, Emerging Markets, Corporate Development, Analytics, Finance
Education
Drury University 1998 — 2003
B.A., Finance & Chemistry
Regent's College London 2000 — 2000
Master of Business Administration (MBA)m, Business
Premier Urgent Care September 2014 - Present
Vanguard ID Systems February 2012 - May 2013
Upenn or Afropolitans 2012 - 2013
Bank of America November 2011 - February 2012
Temple University 2010 - 2012
Citi October 2010 - October 2011
GENISIGN Marketing Group August 2010 - July 2011
The Nielsen Company January 2008 - July 2010
MZI Global March 2006 - December 2007
Tierney Communications 2004 - 2006
Skills
Marketing, Marketing Strategy, Advertising, Public Relations, Business Development, Strategic Planning, New Business Development, Nonprofits, Website Development, Career Counseling, Marketing Communications, Social Media Marketing, Social Media, Event Planning, Event Management, Leadership, Integrated Marketing, Market Research, Customer Service, Management, Account Management, Email Marketing, Online Advertising, Non-profits, Brand Development, Digital Marketing, Online Marketing
Education
New York University 2008 — 2008
Executive Certificate, Marketing Management
Drexel University - Lebow College of Business 2005 — 2007
MBA, Marketing, International Business
University of Pennsylvania - Annenberg School of Communications 1999 — 2004
BA, Communications, BA, Fine Arts
University of London - Central St. Martins College of FIne Arts & Design 2002 — 2002
Certificate, Advertising
Milton Hershey School 1990 — 1999
MetLife October 2014 - Present
Citi April 2014 - October 2014
JPMorgan Chase February 2014 - April 2014
Citi December 2012 - February 2014
KPMG April 2011 - August 2012
Robert Half International August 2004 - February 2011
Skills
Management, Time Management, Temporary Placement, Process Improvement, Recruiting, Applicant Tracking..., Talent Acquisition, PeopleSoft, Internal Controls, Accounting, Technical Recruiting, Performance Management, Business Analysis, GAAP, Employee Relations, Internal Audit, Interviews, Human Resources, Sarbanes-Oxley Act, Search, Finance, Payroll, Auditing, Mergers & Acquisitions, Management Consulting, Employee Benefits, Due Diligence, Sourcing, Hiring, Financial Accounting, Financial Reporting, Benefits Negotiation, Risk Management, Staffing Services, Employer Branding, Business Development, Permanent Placement, Onboarding, Executive Search, Tax, Talent Management, SEC filings, College Recruiting, Financial Analysis, Screening Resumes, Internet Recruiting, Temporary Staffing, Contract Recruitment, Financial Services
Education
Drew University 1987 — 1991
Stuyvesant High School 1983 — 1987
Citi April 2008 - Present
Treanor, Pope & Hughes January 1996 - April 2008
Venable 1989 - 1996
MNC Financial 1990 - 1991
Education
University of Baltimore School of Law 1987 — 1990
Juris Doctor
Drew University 1983 — 1987
Bachelor of Arts, Political Science
U.S. Department of Veterans Affairs October 2014 - Present
Comcast February 2014 - October 2014
American Water October 2012 - September 2013
JPMorgan Chase December 2011 - October 2012
Citi June 2007 - October 2011
Bank of America March 2005 - June 2007
NASDAQ OMX December 2000 - March 2005
Skills
SDLC, IT Service Management, ITIL, Unix, Vendor Management, Incident Management, Information Technology, Release Management, Change Management, Problem Management, SQL, Process Improvement, IT Operations, Windows Server, SharePoint, Testing, ITIL v3 Foundations..., ITIL Certified, Requirements Analysis, Unix Shell Scripting, Vendor Relationships, Cloud Computing, Application Support, Project Delivery, build management, Shell Scripting
Education
Drexel University 2000 — 2000
Certificate Program - Goodwin College of Professional Studies, E-Commerce/Electronic Commerce
Temple University
B.S., Kinesiology
Seven Mile Capital Partners September 2011 - Present
Citi September 2009 - September 2011
Citigroup, Inc. March 2007 - September 2009
Citi Global Investment Bank April 2003 - March 2007
Citi/Salomon Smith Barney July 1994 - April 2003
Ernst & Young LLP 1988 - 1992
Education
The University of Chicago Booth School of Business 1992 — 1994
Drexel University 1984 — 1988
BA, Finance and Accounting
BMO Capital Markets November 2014 - Present
Citi July 2011 - November 2014
PricewaterhouseCoopers March 2008 - June 2011
Morgan Stanley 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Deloitte & Touche 2002 - 2003
Skills
Capital Markets, Fixed Income, Derivatives, Structured Finance, Investment Banking, Trading, Valuation, Financial Risk, Financial Modeling, Portfolio Management, Credit Risk, Credit, MBS, Due Diligence, Securities, Risk Management, Bloomberg, Asset Managment, Structured Products, Market Risk, ABS, CMBS, Securitization, Basel II, Dodd-Frank, Risk Analysis, Regulatory Policy, Basel III, Asset Management, Banking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
Drexel University 1998 — 2002
Bachelors, Finance/Marketing
West Windsor Plainsboro HS 1994 — 1998
Meridian Asset Services 2012 - Present
. June 2009 - Present
AFS Intercultural Programs April 2003 - Present
Citi 2011 - 2011
American Enterprise 2007 - 2009
New York Life Insurance Company 1994 - 2007
Federal Home Life Ins 1987 - 1994
Skills
Process Improvement, Accounting, Financial Reporting, Microsoft Excel, Risk Management, Financial Analysis, Actuarial Science, Insurance, Team Building, Data Analysis, Financial Modeling, Analysis, Valuation, Strategic Financial..., Business Analysis
Education
Drake University 1985 — 1988
Bachelors, Actuarial Science, Computers
Nørresundby Gymnasium 1975 — 1976
Musik / Sproglig, 2nd year
Citi December 2005 - Present
Education
Drake University
MBA
University of Northern Iowa
Citi August 2011 - Present
Citi Cards August 2000 - August 2011
Associates March 1996 - August 2000
Associates January 1992 - March 1996
Skills
Credit Cards, Banking, Business Analysis, Financial Services, Management, Relationship Management, Risk Management, Security, Vendor Management, Portfolio Management, Project Portfolio..., PMO, Business Process..., Process Improvement, SDLC, Program Management
Education
Visa Bankcard Management Program 2000 — 2000
Credit Card Issuing and Acquiring
Drexel University 1976 — 1979
Bachelor's degree, Interior Design
Citi January 2015 - Present
Merkle January 2014 - January 2015
Merkle September 2013 - January 2014
Merkle September 2012 - September 2013
Merkle March 2012 - September 2012
Merkle March 2011 - March 2012
Merkle March 2010 - March 2011
TPG Direct, Omnicom/DAS Agency December 2007 - March 2010
Drexel University's LeBow College of Business October 2006 - September 2008
Army Airborne School of Greece August 2005 - August 2006
Skills
Database Marketing, Segmentation, SAS, Logistic Regression, Analytics, Strategy, Predictive Analytics, Customer Analysis, Analysis, Statistical Modeling, Time Series Analysis, Predictive Modeling, Web Analytics, Marketing Analytics, Data Mining, Digital Marketing, Direct Mail, Direct Marketing, Marketing, Market Research, Multi-channel Marketing, Digital Media, CRM, Campaign Management, Omniture, Customer Insight, Cluster Analysis, Email Marketing, Decision Trees, Interactive Marketing, Tableau, SAS programming, Marketing Automation, Integrated Marketing, Client Relations, SAS Programming
Education
Drexel University - College of Business and Administration 2006 — 2008
MBA, Concentrations: a. Marketing, b. International Business, c. Financial Management
National and Kapodestrian University of Athens 2000 — 2004
MS/BS in Economics, Concentrations: a. Quantitative Methods, b. Business & Finance
Franklin Square Capital Partners November 2011 - Present
Citi May 2010 - August 2010
DundeeWealth US, LP January 2010 - February 2010
Ascensus August 2008 - January 2009
Morgan Stanley Investment Management 2004 - 2008
Morgan Stanley Investment Management 1994 - 2004
Skills
Mutual Funds, Client Service, Asset Management, Institutional, Alternative Investments, BDC, Shareholder Services, Financial Services, Asset Managment, Client Services, Financial Modeling, Hedge Funds, Management, Process Improvement, Risk Management, Securities, Series 7, Vendor Management
Education
Drexel University 1988 — 1989
MBA, Marketing
Franklin & Marshall College 1982 — 1986
Bachelor of Arts, Government
Susquehanna Bank 2013 - Present
TD 2013 - 2013
Capital One 2010 - 2013
Janney Montgomery Scott 2008 - 2010
Citi 2006 - 2007
UBS Investment Bank 2005 - 2006
JPMorgan 2004 - 2005
Ryan Beck & Co. 2000 - 2003
Skills
Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Banking
Education
Drexel University - College of Business and Administration
MBA
James Madison University
BBA, Finance
CBRE May 2013 - Present
Citi June 2011 - January 2013
CB Richard Ellis July 2009 - June 2011
Merrill Lynch December 1987 - February 2009
Skills
Facilities Management, Corporate Real Estate, Team Building, Leadership, Vendor Management, Asset Managment, Portfolio Management, Real Estate, Project Management, Management, Strategic Planning, Contract Management, Mergers & Acquisitions, Budgets, Construction, Asset Management, Strategy, Operations Management, Negotiation, Process Improvement, Risk Management, Procurement, Financial Services, Program Management, Business Development, Contract Negotiation, Outsourcing, Business Strategy, Business Process..., Financial Analysis, Change Management, Project Planning, Investments, Banking, Cross-functional Team..., Team Leadership, Executive Management, New Business Development, Construction Management, Business Analysis, Project Delivery, Commercial Real Estate, Finance, Analysis, Business Planning, Real Estate Development, Forecasting, CRM, Due Diligence, Management Consulting
Education
Drexel University 1982 — 1985
BS, Interior Design
Citi July 2014 - Present
Deloitte July 2005 - July 2014
Johnson & Johnson September 2003 - March 2004
Merck October 2002 - March 2003
Skills
Internal Controls, Data Analysis, KPI Dashboards, ACL, Microsoft Excel, VBA, Access, SAS/SQL, Audit, Financial Reporting, Project Implementation, Crystal Reports, SAP, Business Analytics, Data Visualization, Information..., Tableau, SOX
Education
Drexel University 2000 — 2005
BS Commerce and Engineering, MIS and Operations
Drexel University 2000 — 2005
Bachelor of Science, Commerce and Engineering
ARAMARK April 2010 - Present
Citi 2011 - 2013
UBS Financial Services 2005 - 2009
Swiss Re October 2002 - December 2005
Vivendi Universal 2001 - 2002
Seagram 1996 - 2001
Skills
Sponsorship, Event Management, Hospitality, Meeting Planning, Corporate Events, Event Planning, Budgets, Account Management
Education
Drake University
BA, Journalism and Mass Communications
Citi July 2007 - Present
Citi September 2003 - October 2007
Sun Microsystems June 2002 - September 2003
BNP Paribas June 2000 - December 2001
Skills
Business Continuity, Vendor Management, Data Center, IT Operations, Business Analysis, PMO, Risk Management, IT Management, Requirements Gathering, Disaster Recovery, Solaris, Sun, Integration, ITIL, Project Management, Financial Services, Trading Systems, Unix, Infrastructure, Market Data, IT Strategy, Change Management, Strategy, Enterprise Architecture, Project Portfolio..., SDLC, Offshoring, PMP, Project Delivery, Governance, IT Service Management, Outsourcing
Education
Drexel University
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Citi August 2013 - Present
Citi Group July 2009 - July 2013
Citi August 2005 - August 2008
JPMorgan Chase 1999 - 2004
Skills
Treasury Management, Securitization, Risk Management, Portfolio Management, Investment Banking, Fixed Income, Financial Services, Equities, FX Options, Capital Markets, Banking, Derivatives
Education
Dowling College
MBA, Banking and Finance
New York Presbyterian Hospital August 2014 - Present
New York Presbyterian Hospital October 2011 - August 2014
Guardian Life July 2010 - June 2011
Deutsche Bank July 2009 - May 2010
Bloomberg March 2009 - June 2009
Citi July 2006 - November 2008
Deutsche Bank September 2004 - March 2005
Skills
Bloomberg, Access, Microsoft Excel
Education
Pace University 2014 — 2016
Master of Public Administration (M.P.A.), Health/Health Care Administration/Management
Drexel University 2002 — 2006
Bachelor of Science (BS), International Business and Markteting
Citibank May 2006 - Present
Grenada Development Collaborative 2014 - 2014
Citi 2009 - 2013
Citibank 2010 - 2011
John Hancock November 1999 - September 2004
Skills
Insurance, Sales, Financial Services, Finance, Fixed Annuities, Disability Insurance, Risk Management, Time Management, Banking, Management, Strategic Planning, Leadership, Credit
Education
Hobart and William Smith Colleges 1994 — 1999
BA, Environmental Policy
Hobart and William Smith Colleges 1994 — 1998
Bachelors, Environmental Policy
Drexel University 1993 — 1997
Benjamin Banneker HS
Sungard Availability Services July 2015 - Present
SunGard Availability Services March 2014 - July 2015
Mark Group September 2013 - February 2014
Citi August 2013 - August 2013
Claims Compensation Bureau LLC May 2010 - July 2013
SEI November 2009 - May 2010
D and D Securities (PHLX/ NASDAQ OMX) February 2006 - September 2008
Skills
Legal Research, Financial Analysis, Strategic Financial..., Financial Statement..., Trade Finance, Financial Research, Microsoft Excel, Bloomberg Terminal, Microsoft SQL Server, MySQL, System Testing, Data Analysis, Database Administration, Securities Lending, Microsoft Office, Investment Research, SQL, Equity Research, Due Diligence, Mutual Funds, Options, Equities, Bloomberg, Hedge Funds, Bonds, Derivatives, Finance, Financial Modeling, Budgets, Restructuring, Analysis, Business Process..., Quantitative Analytics, Spreadsheets, Market Research, Forecasting, Alternative Investments, Trading, Financial Risk, Account Reconciliation, Analytics, Process Improvement, Financial Structuring, Pivot Tables, Consulting, Performance Reporting, Business Analysis, Cash Management
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Finance, LegalStudies
Citi April 2014 - Present
Imperial College London May 2012 - November 2013
Washington Group International September 2006 - April 2007
DuPont September 2005 - March 2006
DuPont September 2004 - March 2005
Skills
Spectroscopy, Microfabrication, Matlab, Nanoparticles, Nanotechnology, Nanofabrication, Data Analysis, Labview, Raman, Algorithms, Optical Microscopy, Raman Spectroscopy, Materials Science, Science, Surface Enhanced Raman..., Electron Microscopy, Fluorescence..., AutoCAD, Data Processing, Time Series Analysis, Batch Processing, Scanning Electron..., Nanomaterials, Experimentation, Characterization, VBA, Python, MBS, Credit Risk, R, Optimization, Prepayment, The Yield Book, Mortgage Analytics, Correlation Analysis, Segmentation, QRM, Interest Rate..., Swaptions, Scilab, Dodd-Frank, Stress Testing
Education
Imperial College London 2008 — 2013
PhD, Novel Detection Strategies using Surface Enhanced Raman Spectroscopy
Drexel University 2003 — 2008
BS, Mechanical Engineering
KPMG August 2010 - Present
USIS June 2007 - Present
Signature Government Solutions May 2009 - August 2010
Citi April 2006 - May 2007
Skills
Customer Relations, Microsoft Office, Problem Solving, Accounting, Research, Data Analysis
Education
Drexel University - LeBow College of Business 2001 — 2003
B.S., Business Administration - Finance
Cornerstone Mortgage, Inc. September 2014 - Present
Cornerstone Mortgage November 2013 - August 2014
Interthinx October 2012 - November 2013
Interthinx May 2011 - October 2012
Interthinx May 2010 - April 2011
Interthinx April 2009 - May 2010
Citi October 2007 - January 2009
American Home Mortgage September 2006 - August 2007
Citi June 2005 - September 2006
Citi December 2004 - June 2005
Skills
Banking, Credit Risk, Risk Management, Pricing, Underwriting, Credit, Mortgage Lending, Financial Risk, Loans, Portfolio Management, Loan Origination, Mortgage Banking, Credit Analysis, Loan Servicing, Loss Mitigation, Refinance, Mortgage Underwriting, Residential Mortgages, Executive Management, Financial Services, Microsoft Excel, Appraisals, Auditing, Leadership, Finance, FHA, CRM, Fraud, Mortgage Servicing, Real Estate, Training, Consumer Lending, USDA, VA loans, FHA financing, Internal Audit, Operational Risk, Operational Risk..., Investment Properties, Management, Process Improvement, Project Management, FHA Financing, VA Loans
Education
Drury University 1997 — 2001
BA, Business Administration
Warrenton High School
Canadian Tire January 2015 - Present
Adastra December 2005 - Present
Citi January 2014 - December 2014
RSA December 2012 - December 2013
Shoppers Drug Mart February 2012 - October 2012
Bank of Montreal January 2006 - February 2012
Intact Financial Corporation January 2009 - April 2010
Tucows October 2005 - December 2005
TELUS May 2005 - July 2005
Equinox Datamatics Pvt. Ltd April 2004 - April 2005
Skills
Data Warehousing, Business Intelligence, Databases, ETL, SDLC, SQL, Software Development, Quality Assurance, Data Quality, Data Integration, DB2, Data Modeling, Unix, PL/SQL, Data Analysis, Test Management, Oracle, Database Design, Requirements Analysis, Project Management, Visual Basic, Visio, Unix Shell Scripting, Test Planning, Software Project..., Software Design, Embedded Systems, DBVisualizer, Linux, MySQL, PHP, Perl, Erwin, Toad 9.0, Data Marts, HTML, Java, JavaScript, GIS Application, C++, ClearCase, ClearQuest, AIX, Quality Center, Microstrategy, SQL S
Education
Drexel University 1988 — 1993
B.S.
Citi August 2011 - Present
Daroff Design Inc. March 2010 - August 2011
Merrill Lynch and Co., Inc. 2007 - 2009
Merrill Lynch and Co., Inc. 2005 - 2009
Merrill Lynch and Co., Inc. 2001 - 2007
Merrill Lynch and Co., Inc. 1998 - 2001
Merrill Lynch and Co., Inc. 1996 - 1998
Merrill Lynch and Co., Inc. 1987 - 1996
Skills
Asset Managment, Real Estate, Program Management, Forecasting, Management, Sustainability, Strategic Planning, Business Strategy, Project Management, Training, Project Planning, Construction, Interior Design, Strategy, Time Management, Vendor Management, Risk Management, Process Improvement, AutoCAD, Contract Management, Event Planning, Project Delivery, Leadership, Interior Architecture, Space planning, Facilities Management, Corporate Real Estate, Microsoft Office, Telecommunications, Contract Negotiation, Architecture, Budgets, Marketing, Financial Risk, Business Process..., Financial Services, InDesign, Procurement, Interviews, Portfolio Management, Policy, Change Management, Executive Management, Analysis, Negotiation, Manufacturing, Integration, Due Diligence, Mergers & Acquisitions, CRM
Education
Drexel University
BS, Interior Design
Princeton University
Citi March 2015 - Present
Citi May 2014 - February 2015
Citi September 2013 - May 2014
Citi July 2012 - September 2013
Citi June 2010 - July 2012
Citi June 2006 - June 2010
Skills
Problem Solving, Proactivity, Teamwork, Research, Business Analysis, Testing, Banking, Settlement, Client Service, Securities, Bank Operations, Global Custody, Data Analysis, Databases, Mergers, Microsoft Office, Windows, customer focus, Client Services, Mergers, Management
Education
Dublin Institute of Technology 2010 — 2013
Masters, Computing (Assistive Technology)
Dublin Business School 2007 — 2008
Diploma, Project Management
Galway-Mayo Institute of Technology 2004 — 2006
Bachelor of Arts (Honors), Information Systems Management
Institute of Technology, Sligo 2002 — 2004
Certificate, Office Information Systems
Corner Partners Inc May 2011 - Present
General Electric August 2008 - September 2010
CitiCapital Franchise Finance 1999 - 2009
Citi 1999 - 2008
Skills
Portfolio Management, Loans, Strategic Planning, Negotiation, Credit, Start-ups, Management, Mergers & Acquisitions, Financial Analysis, Credit Analysis, Risk Management, Financial Modeling, Finance, Forecasting, Pricing, Investments, Due Diligence, Banking, Commercial Lending
Education
Western State University College of Law 1988 — 1992
JD
Drexel University - LeBow College of Business
BSBA, Marketing
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
North Shore Window & Door January 2012 - Present
Citi April 2005 - October 2011
Citi January 1997 - April 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Process Improvement, PowerPoint, English, Windows, QuickBooks
Education
Suburban Technical School 1995 — 1996
Digital Electronics Certificate, Digital Electronics
Dowling College 1992 — 1994
Accounting and Business/Management
Citi June 2014 - Present
Cigna February 2012 - October 2013
Cigna September 2010 - January 2012
SKB & Associates May 2008 - August 2010
SKB & Associates May 2006 - April 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, US GAAP, CPA, Finance, Risk Assessment, SAP, Business Process, SOX 404, Insurance, Financial Reporting
Education
Drexel University 2004 — 2006
Master of Science, Accounting
Citi November 2003 - Present
Susquehanna International Group January 1999 - October 2003
Vanguard 1998 - 1999
Skills
Series 7, Series 63, Series 3, Fixed Income, Options
Education
Drexel University
Master of Business Administration (MBA), Business Statistics & Finance
Drexel University
Bachelor's degree, Finance & Economics
Citi May 2015 - Present
The Vanguard Group via Randstad June 2014 - May 2015
J.P. Morgan October 2008 - June 2014
Skills
Bloomberg, Equities, Derivatives, Capital Markets, Mutual Funds, Financial Modeling, Hedge Funds, Valuation, Business Analysis, Customer Service, Analysis, Finance, Financial Analysis, Financial Services, Microsoft Office
Education
Drexel University - College of Business and Administration 2004 — 2008
BS, Finance
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Bank of America 2011 - Present
Bank of America 2007 - 2011
J.P. Morgan 2003 - 2006
Citi 1999 - 2003
First Union National Bank/Wells Fargo 1997 - 1999
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Portfolio Management, Risk Management, Mortgage Lending, Financial Services, Leadership, Financial Analysis, Sales Management, Credit Cards, Management, Commercial Banking, Investments, Sales, Sales Process
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Towson University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
MeridianBank August 2010 - Present
Citi November 2007 - May 2010
Wachovia Wealth Management May 2003 - November 2007
Skills
Securities, Wealth Management, Banking, Retail Banking, Series 6, FHA, Business Strategy, Private Banking, Investments, Relationship Management, Commercial Banking, Credit, Financial Reporting, Hedge Funds, Payments, Strategic Financial..., Private Equity, Commercial Mortgages, Investment Advisory, Cash Management, Asset Management, High Net Worth..., Leadership, Credit Risk, Lines Of Credit, Equities, Loans, Financial Services, Commercial Lending, Residential Mortgages, Portfolio Management, Credit Analysis, Financial Risk, Series 63, Small Business Lending, Retirement Planning, Estate Planning, Asset Based Lending, Financial Analysis, Series 7, Retirement, Risk Management, Mortgage Lending, Consumer Lending, Financial Modeling, Underwriting, Finance, Mutual Funds, Loan Origination, Due Diligence
Education
Drexel University - College of Business and Administration 1998 — 2000
Post Graduate Work
West Chester University of Pennsylvania 1989 — 1994
Bachelor of Science (B.S.), Music
General McLane High School 1985 — 1989
Citi Private Bank February 2014 - Present
Citi September 2011 - Present
Skills
Financial Services, Financial Analysis, Microsoft Office, Portfolio Management, Valuation, Hedge Funds, Investments, Bloomberg, Capital Markets, Risk Management, Derivatives, High Net Worth..., Asset Management, Business Analysis, Corporate Finance, Analysis, Fixed Income, Equities, Alternative Investments
Education
Drexel University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Citi July 2013 - Present
TD Bank March 2012 - June 2013
Morgan Stanley January 1998 - February 2012
Morgan Stanley 2003 - 2011
Skills
Derivatives, Fixed Income, Market Risk, Capital Markets, Credit Risk, Risk Management, Basel II, Banking, Equities, Operational Risk, Securities, Basel III, Finance, Financial Risk, Portfolio Management
Education
Drexel University
Master of Business Administration (MBA), Finance and Investment
National Chiao Tung University
Henry Schein October 2013 - Present
Henry Schein February 2012 - October 2013
Citi June 2011 - January 2012
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Banking, Consumer Lending, Wealth Management, Investments, Credit Risk, Financial Analysis, Loan Origination, Financial Services, Credit Cards, Small Business Lending, Commercial Lending, Relationship Management, Finance, Mortgage Banking, Customer Service, Sales, Risk Management, Cash Management, Financial Risk, Management, Cross Selling
Education
Dowling College 2005 — 2012
Master of Business Administration (MBA)
Citi January 2011 - February 2011
Skills
Microsoft Office, Analysis, Technical Analysis, Trading System, Trend Following, Forex Trading, Foreign Exchange, Economics, Trading, Equities, Commodity, Finance, Banking, Credit
Education
Drexel University 2011 — 2013
Master's degree, Finance
Shanghai University 2007 — 2011
Bachelor's degree, Economics
Citi June 1999 - Present
Skills
Project Management, Information Security, Financial Systems, Human Resources Systems, Distribution Systems
Education
Drexel University
Master of Business Administration (M.B.A.), Management Information Systems, General
Villanova University
Bachelor of Science (BS), Accounting
Feld Entertainment 2005 - 2013
Wells Fargo Advisors September 2004 - July 2005
Citi June 2002 - September 2004
Skills
Business Requirements, Analysis, Account Reconciliation, Help Desk Support, Business Process Design, Access, Data Analysis, Data Entry, Accounting, Finance, Business Process, Auditing, Project Management, Sales, Financial Analysis
Education
Drake University 2001 — 2005
Bachelor of Science (BS), Finance and Insurance
Citi June 2009 - Present
Skills
Business Analysis, Banking, Project Management, Customer Service, Microsoft Office, Process Improvement, Analysis, Vendor Management, SDLC, SQL
Education
Drake University 1991 — 1997
Bachelor of Science (BS), Management Information Systems, General
Southwestern Community College 1987 — 1989
Associate of Science (AS), Computer Programming
Northampton Community College September 2012 - Present
Drexel University September 2010 - July 2012
Jacobs Management Group, Inc. September 2011 - March 2012
Citi September 2006 - June 2010
Skills
Calculus, Multivariable Calculus, Engineering Design, Physics, Materials Science, Robot Programming, Laboratory Skills, Cell Biology, DNA fingerprinting, DNA Extraction, Microsoft Office, Microsoft Excel, Microsoft Word, SQL, Genetic Testing, Object Oriented Design, Network Administration, Technical Writing, C++, Cellular Assays, Cell Based Assays, Bradford Assay, Enzyme Assays, Materials
Education
Northampton Community College 2012 — 2015
Associate's degree, Engineering
Drexel University 2010 — 2012
Bachelor of Science (BSc) - Partial Completion, Biomedical/Medical Engineering