Citibank 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. Customer service: 0800 005500 CEO: Barbara J. Desoer (1 Apr 2014–) Headquarters: New York City, New York, United States Parent organization: Citigroup Founded: 16 June 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
Citibank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citibank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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8,619 Citibank employees in database. Find out everything there's to know about Citibank 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.
Citibank Employees
Freelance/Contract Copywriter May 2005 - Present
McGraw Hill Financial January 2015 - August 2015
MetLife June 2008 - October 2008
Independent Financial, a Sun Life Financial Company August 2006 - January 2008
Citibank May 2005 - March 2006
AXA Equitable/The MONY Group March 2003 - May 2005
New York Life March 2002 - March 2003
AXA Financial January 2001 - October 2001
Dreyfus Corporation June 2000 - January 2001
MetLife June 1998 - June 2000
Skills
Copywriting, Web Content, Direct Mail, Marketing Communications, Training, Advertising, Direct Marketing, Editing, Content Strategy, Newsletters, Marketing
Education
Fordham University
B.A.
Iona Preparatory
Apple August 2011 - Present
Citibank June 2010 - July 2010
Malabon Zoo and Aquarium June 2008 - August 2008
Mount Sinai Medical Center May 2007 - September 2007
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Social Media
Education
Fordham University 2007 — 2011
B.S., Business Administration Concentration on Entrepreneurship and Marketing
Xavier School
Home Buyers Warranty 2009 - Present
Citibank July 2005 - December 2007
Citigroup Diners Club 1989 - 2007
Citigroup Diners Club May 2000 - July 2005
Citibank Diners Club 1989 - 2005
CoBank 1999 - 2000
Citigroup Diners Club January 1995 - May 1999
Education
cherry creek high school 1975 — 1997
Muir Technical College 1988 — 1989
Computer Repair
Fort Lewis College 1979 — 1983
Marketing
Fannie Mae September 2007 - Present
Citibank February 2007 - September 2007
GMAC Commercial Mortgage / Capmark Finance Inc. May 2005 - February 2007
Deutsche Bank Berkshire Mortgage July 2001 - May 2005
Bankers Mutual February 1996 - July 2001
Metmor Financial / Met Life Mortgage Banking Division November 1989 - February 1996
Skills
Mortgage Lending, Real Estate Economics, Commercial Mortgages, Underwriting, Loans, Mortgage Underwriting, Loan Origination, Credit, Structured Finance, Mortgage Banking, Refinance, Credit Analysis, Real Estate Financing, Commercial Lending, Risk Management
Education
San Diego State University-California State University 1991 — 1995
BA - Summa Cum Laude, Psychology
Fort Hays State University 1984 — 1987
Fine/Studio Arts, General
Southeastern Grocers May 2014 - Present
Southeastern Grocers November 2011 - May 2014
Winn Dixie Stores January 2010 - December 2011
Winn Dixie Stores October 2008 - January 2010
Skinner Nurseries June 2007 - September 2008
Interline Brands 2004 - 2007
Citibank 2001 - 2004
US Navy 1995 - 2001
Skills
Forecasting, Pricing, Sales Support, Sales Management, Account Management, Merchandising, Planograms, Organic, Natural, Local Marketing, Local Store Marketing, Financial Analysis, P, Budgets, Competitive Analysis, Grocery, Income Statement, Marketing, Marketing Strategy, Natural Resources, Profit, Retail, Pricing Strategy, Supermarkets, Sales Operations, Time Management, Management, P&L
Education
Florida State University - College of Business 2008 — 2010
MBA, Management
University of North Florida - College of Business Administration 2002 — 2004
BBA, Marketing & Management
LeaderShape May 2013 - May 2013
Ogilvy Public Relations Worldwide May 2012 - August 2012
Beyond Borders Cultural Exchange May 2012 - May 2012
Citibank June 2010 - August 2010
Skills
Social Media, Social Networking, Public Relations, Social Media Marketing, Facebook, Marketing, Team Leadership, Leadership, Organizational..., Event Planning, Event Management, Time Management, Fundraising, Public Speaking, Spanish, PowerPoint
Education
Florida State University 2011 — 2015
Bachelor's degree, Finance
Cooper City High School 2007 — 2011
Academy of Finance
Deloitte July 2013 - Present
gategroup March 2013 - July 2013
Deloitte and Touche August 2012 - March 2013
Deloitte September 2010 - August 2012
Deloitte Consulting LLP May 2009 - September 2010
BearingPoint January 2009 - May 2009
Beers and Cutler PLLC September 2005 - January 2009
WebMD 2004 - 2005
AOL Time Warner May 2004 - August 2004
Citibank September 2003 - December 2003
Skills
Certified Government..., Internal Controls, Financial statement and..., Team management, Staff development, Financial Statement..., Compliance, Financial Statements, Assurance, Team Management, Internal Audit, Business Process, Auditing, Staff Development, Accounting, Budgets, CPA, Enterprise Risk..., Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Leadership, Management, Management Consulting, Sarbanes-Oxley Act
Education
Fordham University 2001 — 2005
B.S., Business; Major, Accounting
Deutsche Bank May 2012 - Present
Independent IT Consultant 2003 - 2012
Keller Williams Realty and other real estate companies 2001 - 2012
Advantage Consulting Group 2000 - 2003
Citibank 1991 - 1997
Bank of America 1985 - 1991
Skills
Project Management, Business Analysis, Business Objects, PMO, COBOLII, SQL DB2, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Project Delivery, Programming, SDLC
Education
Florida State University
Bachelors of Science, Sociology/Government, 3.5 out of 4.0 GPA
PRESERV Inc. September 1996 - Present
Citibank 1983 - 1995
Skills
Restoration, Interior Architecture, Project Planning, Historic Preservation
Education
Fordham University
Master of Business Administration (M.B.A.)
Seton Hall University
Bachelor of Science (BS)
Mechanics Bank June 2015 - Present
Santa Barbara Bank & Trust May 2011 - March 2013
Doral Bank September 2006 - August 2007
Citibank April 1994 - September 2006
Skills
Loans, Retail Banking, Financial Modeling, Corporate Finance, Strategic Financial..., Mortgage Lending, Investments, Risk Management, Valuation, Finance, Capital Markets, Treasury Management, Mergers & Acquisitions, Financial Services, Accounting, Due Diligence, Strategic Planning, Business Strategy, Customer Service, Analysis, Portfolio Management
Education
Florida State University
BS, Finance & Economics
University of North Texas
MBA - Finance
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
Con Edison January 2012 - Present
MassMutual Financial Group November 2009 - December 2010
Citibank January 2005 - December 2007
Edman and Co., NewsUSA 2003 - 2005
Primedia 2000 - 2003
SRDS (Standard Rate & Data Service) 1996 - 2000
Edison Brothers Store Inc (Wild Pair) 1977 - 1979
Skills
Marketing, Account Management, Building Relationships, Key Account Development, Value Based Selling, Strategic Communications, Needs Identification, Solution Selling, Public Speaking, Sales Operations, Negotiation, Strategic Planning, B2B, Customer Service, Training, Online Advertising, Sales, Advertising, New Business Development, Financial Services, Banking, Analytics, Mergers & Acquisitions, Management, CRM, Sales Management, Insurance, Selling, Business Development, Leadership, Strategy, Key Account Management, Competitive Analysis
Education
Fordham University 1981 — 1982
Briarcliffe College
Just Taxes Incorporated January 2004 - Present
CSL Tax January 2013 - May 2015
Home Depot September 2004 - September 2012
Home Depot July 2000 - December 2002
World Marketing Alliance 1996 - 2000
CitiFinancial 1992 - 2000
Citibank January 1991 - January 1992
Skills
Merchandising, Insurance, Stocks, Hardwood Flooring, Home Improvement, Tax Preparation, Equipment Rental, Financial Accounting, Operations Management, Foreclosures, Bankruptcy, Collections, Business Development, Elections, Customer Service, Tax Accounting, Analysis, Retail, Income Tax, Corporate Tax, Cost Accounting, beta testing
Education
Fontbonne University 2008 — 2011
Masters, Business Administration
Southwest Baptist University 1986 — 1990
Bachelor of Science, Computer Science
MetLife May 2015 - Present
Smart Capital Investment Group September 2014 - April 2015
Reanda Certified Public Accountants February 2013 - August 2013
Citibank July 2012 - August 2012
Chongqing Economic Times Newspaper June 2012 - July 2012
Cinda Securities June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Equity Research, Equities, Microsoft Excel, Microsoft Office, Data Analysis, Corporate Finance, Investments, Economics, Teamwork
Education
Fordham Gabelli School of Business 2013 — 2014
Master of Science (MS), Global Finance
Central University of Nationalities 2009 — 2013
Bachelor of Science (B.S.), Finance
Citi April 2013 - Present
Citibank 2010 - 2013
Goldberg Segalla LLP 2009 - 2010
New York Supreme Court 2008 - 2009
Fordham Law School 2008 - 2008
Wal-Mart 2003 - 2008
Skills
Process Improvement, Business Analysis, Legal Research, Risk Management, Banking, Litigation, Strategic Planning, Due Diligence, Corporate Law, Negotiation, Policy, Corporate Governance, Project Management, Budgets, Management, Banking Law, Forecasting, Financial Services, Strategy, Legal Writing
Education
Fordham University School of Law
LL.M, (Masters of Law), Banking, Corporate and Finance
Sheffield Hallam Law School
LL.B., Law
CEDX Corporation October 2009 - Present
Meru Networks January 2012 - January 2015
Fire Island Wireless 2004 - 2011
Cablevision September 2008 - October 2009
CEDX Corporation January 1997 - September 2008
Reuters 1997 - 2008
Wi-RAN 2004 - 2006
Digital Equipment Corporation June 1993 - January 1997
Citibank March 1990 - May 1993
Citigroup 1990 - 1993
Skills
Troubleshooting, Integration, Wireless, Networking, Wireless Networking, Telecommunications, VoIP, Cloud Computing, Product Management, IP, Start-ups, Vendor Management, Team Leadership, Project Management, Business Development, Data Center, Strategic Planning, Linux, Network Design, New Business Development, Management, Cisco Technologies, Mobile Devices, Mobile Technology, Enterprise Software, WiFi, Security, Strategic Partnerships, Leadership, Product Development, Mobile Applications, Strategy, Go-to-market Strategy, SaaS, System Deployment
Education
Fordham University 1984 — 1989
BA, Computer Science
Money Native November 2011 - Present
SCORE 2015 - 2015
Home Start January 2014 - June 2014
Allianz Global Investors September 2001 - January 2009
T.A. McKay & Co. January 1997 - September 2001
Citibank September 1994 - January 1997
CoreStates, Philadelphia International Bank January 1990 - September 1994
Skills
Portfolio Management, Finance, Credit Analysis, Financial Statement..., Competitive Analysis, Capital Structure, Asset Managment, Investments, Banking, Research, Retail, Bloomberg, Asset Management, Management, Trading, Analysis, Securities, Hedge Funds
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance, Accounting
Rutgers University-New Brunswick 1985 — 1990
BS, Finance, French
Sun National Bank December 2012 - Present
Freddie Mac January 2011 - November 2012
Mirror Lake Partners, LLC October 2009 - January 2011
GMAC Bank January 2006 - October 2009
GMAC Bank January 2003 - January 2006
GMAC Bank January 2000 - January 2003
Citibank October 1988 - January 2000
Arthur Andersen & Co. June 1984 - September 1988
Skills
Risk Management, Strategy, Finance, Banking, Financial Risk, Governance, Management, Financial Services, Leadership, Business Planning, Business Strategy, Credit
Education
Fordham University 1980 — 1984
BS, Accounting
Georgia's Own Credit Union April 2010 - Present
Citibank 2002 - April 2010
UBS Financial Services 2001 - 2002
Jon J. Bollier, CPA 1997 - 2000
Skills
Portfolio Management, Credit, Strategic Planning, Credit Risk, Analysis, CRM, Cross-functional Team..., Banking, Commercial Banking, Credit Analysis, Business Development, Leadership, Risk Management, Investments, Sales, Loans, Finance, Business Analysis, Management, Retail Banking, Financial Analysis, Strategy, Financial Services, Consumer Lending, Commercial Lending, Relationship Management, Underwriting, Accounting, Loan Origination, Mortgage Lending, Cash Management, Small Business Lending, Asset Management, Treasury Management, Wealth Management, Branch Management, Commercial Mortgages, Cross Selling, Lines Of Credit, Commercial Real Estate, Sales Management, Asset Based Lending, Capital Markets, New Business Development, Coaching
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Marketing & Management
Florida State University 1995 — 1999
Bachelor of Science, Sport Management
PickUp USA Fitness October 2011 - Present
Citibank March 2011 - October 2011
HSBC January 2011 - March 2011
HSBC Bank USA June 2009 - December 2010
HSBC Auto Finance December 2007 - December 2008
College Loan Corporation July 2006 - December 2007
Skills
Commercial Banking, Finance, Commercial Lending, Management, Negotiation, Direct Marketing, Portfolio Management, Account Management, Bloomberg, Corporate Finance, Financial Services, Sales, Business Planning, Financial Analysis, Program Management, Financial Accounting, Investment Management, Customer Service, Valuation, Energy, Public Speaking, Entrepreneurship, Banking, Event Planning, Training, Advertising, Series 7, Financial Modeling, Asset Management, Product Development, Digital Marketing
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration
Fort Lewis College 2001 — 2006
Bachelor of Arts, Business Economics
Conifer High School
Cambridge Global Payments January 2015 - Present
Stifel Financial Corp. February 2012 - June 2014
Societe Generale US August 2003 - January 2012
BNP Paribas September 1988 - August 2003
Citibank July 1987 - September 1988
Republic National Bank January 1981 - July 1987
Skills
Asset Managment, Credit Derivatives, Corporate Finance, Currency, Emerging Markets, FX Options, Equities, Finance, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Rates, Risk Management, Structured Finance, Structured Products, Trading, Trading Systems, Capital Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, International Finance
Northeastern University 1973 — 1978
BA, Finance
KCP 1967 — 1973
High School and Bachillerato
World Financial Group, Calgary (WFG) August 2014 - Present
HONING CONTE PORRINO INSURANCE AGENCY, INC. November 2013 - March 2014
CITIBANK June 2012 - January 2013
Skills
SAS, Microsoft Excel, Stata, EViews, Valuation, Financial Analysis, Risk Management, Financial Modeling, Corporate Finance, SAS Certified Base..., SQL, C
Education
Fordham University 2013 — 2014
Master's degree, Finance, General
Citibank August 2008 - Present
Education
Fordham Gabelli School of Business 1994 — 1998
MBA
Rutgers University-New Brunswick 1983 — 1987
Citibank January 2014 - Present
PriceWaterhouseCoopers November 2013 - 2014
Transamerica Asset Management, Inc. May 2007 - April 2013
Transamerica Asset Management May 2006 - May 2007
Transamerica/Western Reserve Life June 2004 - May 2006
Florida Insurance Department of Insurance January 1995 - May 2004
Skills
Finance, Financial Analysis, Leadership, Corporate Finance, Strategic Planning, Financial Reporting, Strategic Financial..., Financial Modeling, Insurance, Mutual Funds, GAAP, Investments, Accounting, Asset Management, Mergers & Acquisitions, Financial Planning, Internal Controls, Risk Management, Financial Services
Education
Florida State University 1987 — 1991
Bachelor's degree, Accounting and Finance
First Financial Bank August 2013 - Present
Time Warner Cable 2006 - 2013
Citibank January 2003 - May 2006
Executone of Cincinnati January 1998 - January 2000
Superior Pharmaceutical Company January 1997 - January 1998
Skills
Call Center, Customer Service, Training, Leadership, Management, Sales Process, Coaching, Sales Management, Selling, Employee Relations, Operations Management, Quality Assurance, Team Building, Telecommunications, Call Centers, Customer Retention, Customer Experience, Sales, Strategy
Education
Florida State University - College of Business 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
COMAIR Aviation Academy
Commercial Pilot License
University of Kentucky
BS, Biology
Broward County August 1994 - Present
Deutsche Bank (Formerly Bankers Trust) August 1985 - May 1993
Citibank January 1974 - June 1979
Skills
Strategic Planning, Customer Service, Government, Research, Economic Development, Management Consulting, Public Speaking, Microsoft Office, Program Management, Nonprofits, Analysis, Policy, Leadership, Budgets
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Management Systems
Stony Brook University 1979 — 1980
BA, Economics
Huntington National Bank July 2013 - Present
Huntington National Bank July 2009 - Present
Citibank October 2007 - October 2008
Fifth Third Bank April 2005 - October 2007
Franklin University August 2002 - March 2005
Management Recruiters Intl, The Simmonds Group June 2000 - July 2002
Skills
Banking, Business Analysis, Business Development, Cold Calling, Credit, Credit Cards, Customer Service, Financial Services, Interviews, Leadership, Loans, Management, New Business Development, Recruiting, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Strategic Planning, Strategy, Team Building, Training, Treasury Management, Vendor Management
Education
Franklin University 2003 — 2004
Master of Business Administration, Business Administration
John Carroll University 1996 — 2000
Bachelor of Science in Business Administration, Business Administration - Management
Aetna (formerly Coventry Healthcare) August 2007 - February 2014
Coventry Health Care (now Aetna) July 1998 - August 2007
First Health (now Aetna) January 1996 - July 1998
HealthCare COMPARE (now Aetna) August 1993 - January 1996
HealthCare COMPARE (now Aetna) August 1991 - August 1993
Citibank May 1990 - August 1991
Bankers Trust Company, now Deutsche Bank August 1981 - May 1990
SITA February 1978 - August 1981
Cable & Wireless March 1976 - January 1978
Telectro Systems February 1975 - February 1976
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Program Management, Process Improvement, Project Management, Integration, SharePoint, Enterprise Architecture, Software Development, Disaster Recovery, Databases, Software Project..., SQL, Change Management, Oracle, Unix, Data Modeling, PMO, IT Management, Quality Assurance, Requirements Gathering, Data Warehousing, IT Strategy, Business Intelligence, Software Documentation, Oracle Certified DBA
Education
Fordham University 1969 — 1972
BS, Physics
Saint John's University 1968 — 1969
Majors, Education, Psychology
Cross Culture Coach LLC 2011 - Present
FINRA 2008 - 2011
Society for Worldwide Interbank Financial Telecommunication(SWIFT) 2005 - 2008
Citigroup(London) 1999 - 2005
Citibank 1988 - 1998
Chemical Bank 1984 - 1988
Skills
Leadership, Risk Management, Compliance, Financial Markets..., Financial Markets..., Strategy, Crisis Management, Turnaround Experience, Global Operations, Transaction Services, Transaction Banking, Innovation, Cross Cultural..., Board Director..., Operating Committee..., International Joint..., Financial Markets, Financial Services, Hedge Funds, Securities, Restructuring, Enterprise Risk..., Settlement, Finance, Change Management, Financial Institutions, Securities Lending, AML, Global Custody, Operational Risk, Cash Management, Capital Markets, Equities, Mergers
Education
Fordham University
Bachelor of Science
Harvard University
Executive Management Program
Stanford University
Executive Management Program
Porsche Cars North America January 2009 - Present
Porsche January 2009 - Present
Sears Holdings Corporation September 2007 - December 2008
BMW Group Financial Services May 2000 - September 2007
CITI January 1998 - May 2000
Citibank November 1994 - January 1998
Brian Winthrop International 1984 - 1990
Skills
E-commerce, Business Development, Sales, Negotiation, Direct Mail, Global Marketing, Event Planning, B2B, CRM, Marketing Strategy, New Business Development, Integrated Marketing, Social Media Marketing, Marketing Communications, Customer Retention, Product Marketing, Direct Marketing, Program Management, Marketing, Strategy, Leadership, Customer Satisfaction, Retail, Digital Marketing, Strategic Planning, Analytics, Advertising, Market Research, Strategic Partnerships, Customer Insight, Brand Management, Management, Public Relations, Team Management, Competitive Analysis, Mobile Devices, Training, Customer Experience, Marketing Management, P&L Management, Market Planning, Business Planning, Product Management, Lead Generation, Online Marketing
Education
Fordham University School of Law 1986 — 1990
Juris Doctorate
Tulane University 1980 — 1984
BS, Mathematics - Statistics & Probability
Know Tax, LLC 1975 - Present
Federal Deposit Insurance Corporation July 2010 - April 2014
J.P. Morgan 2007 - 2009
Wells Fargo 2005 - 2006
The Bank of New York (BNY Mellon) 1997 - 2005
Fleet Bank (FleetBoston Financial) 1992 - 1994
Citibank 1977 - 1992
Arthur Andersen & Co. 1974 - 1977
Skills
Investments, Financial Analysis, Banking, Credit, Loans, Mortgage Lending, Relationship Management, Finance, Wealth Management, Financial Risk, Management, Analysis, Corporate Finance, Auditing, Financial Services, Mortgage Banking, Leadership, Accounting, Structured Finance, Portfolio Management, Credit Analysis, Risk Management, Credit Risk, Commercial Lending, Executive Management, Insurance, Valuation, Underwriting, Tax Preparation, Due Diligence, AML, Financial Institutions, Fraud, Investment Banking, Residential Mortgages, Asset Management, Securities, Private Banking, Capital Markets, Mutual Funds, Loan Origination, Real Estate, Commercial Banking, Cash Management, Investment Management, Operational Risk, Strategic Financial..., Enterprise Risk..., Treasury Management, Loan Servicing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Finance
University of Cincinnati College of Business 1970 — 1974
BBA, Accounting
Baruch College
Certified Financial Planning Courses
Citibank Officer Credit Analysis Training Program
Professional Development
Hancock Bank February 2015 - Present
Fifth Third Bank 2013 - 2014
AXA Advisors 2012 - 2013
Thrivent Financial 2009 - 2011
Executive National Bank 2007 - 2009
Citibank 2004 - 2007
SouthTrust Bank September 2000 - October 2004
SunTrust Bank 1981 - 2000
Skills
Series 7, Series 66, Life & Health Insurance..., Banking, Merchant Services, Cash Management, Retirement, Finance, Executive Management, Credit, Securities, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Treasury Management, Insurance, Portfolio Management, Life Insurance
Education
Florida State University 1979 — 1981
Bachelor of Arts, Finance
Miami Dade College 1977 — 1979
AA, Business Administration
Hola-la August 2013 - Present
Hola-la February 2008 - Present
Assabet Valley Family Network March 2001 - November 2009
Marlborough Community Services Inc. November 1999 - February 2001
Citibank February 1998 - January 1999
Provencred Argentina January 1998 - January 1999
Cambio América March 1988 - November 1997
Skills
Nonprofits, Newsletters, English, Books, Editing, Proofreading, Blogging
Education
Manuel Belgrano - Buenos Aires - Argentina. 1981 — 1988
Framingham State College
Saint Peter's Preparatory School 2010 - Present
JDRF International November 2002 - October 2010
Lehman Brothers January 1996 - November 2002
Price Waterhouse August 1994 - January 1996
Prudential Securities September 1992 - August 1994
Citibank 1988 - 1992
Skills
Investor Relations, Public Relations, Media Relations, Strategic Communications, Writing, Strategic Planning, Corporate Communications, Public Speaking, Fundraising, Marketing Strategy
Education
Fordham University
MA, Public Affairs
Fordham University
BA, Journalism
Genzyme March 2013 - Present
Citibank January 2012 - February 2013
Citibank, Charlestown February 2010 - December 2011
Rizvi International Schools September 2007 - July 2008
ABN AMRO Bank August 2006 - October 2007
YMCA- Camp June 2005 - August 2005
Skills
Fluent in Portuguese, Intermediate Spanish, Notary Public,..., Consultative Sales
Education
Framingham State University 2015 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management, General
UFMG - Universidade Federal de Minas Gerais 2003 — 2008
Bachelor of Science, Economics
Citibank June 2011 - Present
Stein Mart February 2006 - June 2011
Stein Mart July 2000 - January 2006
Stein Mart July 1999 - June 2000
First Coast Energy January 1999 - July 1999
Arthur Andersen, LLP August 1997 - January 1999
Skills
Budgeting, Forecasting, Financial Analysis, Financial Reporting, Financial Statements, Income Statement, Retail, Inventory Management, Accounting, Process Improvement, Strategic Financial..., Asset Allocation, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, Essbase, TM1, Microsoft Excel, PowerPoint, AS400 system, Expense Budget..., Revenue Analysis, Auditing, Capital Budgeting, Variance Analysis, Budgets, Productivity, General Ledger, Finance, Strategy, Time Management, Payroll, Project Planning, Business Intelligence, Sales, Competitive Analysis, Management, Project Management, P&L, Analysis, Leadership, Financial Planning
Education
Florida State University 1996 — 1997
Masters, Accounting
Florida State University 1992 — 1996
Bachelors, Accounting
Panacea Healthcare Solutions 2012 - Present
Meadowlands Hospital 2011 - 2011
Nyack Hospital 2010 - 2010
Englewood Hospital and Medical Center 2002 - 2009
Health Quest 2001 - 2002
Holy Name Hospital 1992 - 2001
Citibank 1990 - 1992
Skills
Hospitals, Managed Care, Healthcare, Revenue Cycle, Budgets, Healthcare Consulting, Healthcare Management, Healthcare Information..., Finance
Education
Saint Josephs of the Palisades 1990 — 1996
Fordham University 1986 — 1990
Arthur J. Gallagher & Co. December 2014 - Present
General Reinsurance (Gen Re) May 2002 - December 2014
Circle.com September 1999 - May 2002
Heritage Marketing Corporation September 1998 - September 1999
Actmedia February 1992 - September 1998
Citibank June 1989 - February 1992
INTEGRATED RESOURCES, INC July 1985 - June 1989
Skills
Financial Modeling, Strategic Planning, Analysis, Budgets, Finance, Leadership, Business Development, Project Management, Financial Services, Marketing, Downhill Skiing
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Finance & Marketing
University of Denver 1981 — 1985
BSBA, Finance & Marketing
GoldenTree Asset Management November 2013 - Present
Citibank January 2012 - October 2013
Solomon Page Group January 2010 - January 2012
Education
Franklin & Marshall College 2004 — 2008
BA, Government
Proteus International March 2012 - Present
Use Ideas, LLC April 2006 - Present
Huthwaite 1994 - Present
Unilever 2010 - 2012
Cognos Online 2000 - 2011
Huthwaite International 2005 - 2010
Citibank August 1998 - April 2006
Citigroup Latin America August 1998 - April 2006
Citigroup Latin America 1998 - 2002
CM Consulting August 1994 - December 1996
Skills
Human Performance, Instructional Design, Analysis, Classroom Instruction, E-learning, Sales Effectiveness, Sales Force..., Consultative Selling, Performance Improvement
Education
Florida State University 1997 — 1998
M.Sc., Instructional Systems Design
INALDE Universidad de la Sabana 1994 — 1996
MBA, Business Administration
Universidad de los Andes 1984 — 1988
B. Sc., Mechanical Engineering
Coldwell Banker Residential Brokerage October 2008 - Present
William Pitt Sotheby's International Realty January 2006 - October 2008
COVANSYS 1998 - 2001
Kaiser Foundation Health Plans 1996 - 1998
Kaiser Permanente 1996 - 1998
CIGNA 1993 - 1996
Citibank 1988 - 1989
Tesseract Corporation May 1984 - October 1988
Lehman Brothers Kuhn Loeb Inc. 1980 - 1984
Lehman Brothers 1980 - 1984
Skills
Selling, Sellers, New Home Sales, Real Estate, Business Analysis, Customer Service, Buyer Representation, Training, Leadership, Residential Homes, Sales Presentations, Buyers, Real Estate Transactions, Customer Retention, Real Property, Referrals, Relocation, Human Resources, Sales, Budgets, Lifestyle Changes in...
Education
Fordham University 1972 — 1977
BA, American Studies
Holy Family Academy 1968 — 1972
CEIS Review Inc. September 2014 - Present
Carver Bank December 2011 - July 2014
MTN Capital Partners LLC June 2009 - June 2011
CIT March 2005 - January 2008
BNP Paribas 1998 - 2005
ING Capital 1989 - 1998
Citibank 1976 - 1985
Skills
Financial Structuring, Leveraged Finance, High Yield, Middle Market, Mezzanine, Mergers & Acquisitions, Capital Markets, Structured Finance, Loan Origination, Credit, Private Equity, Credit Risk, Portfolio Management, Investments, LBO, Loans, Mergers, Credit Analysis
Education
Fordham University
BA
University of South Carolina - Darla Moore School of Business
MBA
Fordham University June 2013 - Present
FIBKOLLC June 2012 - Present
Learning Tree International January 2012 - Present
ITSM Academy April 2007 - Present
Citi January 2011 - January 2012
Citi April 2005 - January 2011
Citi April 2001 - April 2005
Citibank April 1998 - April 2001
Citi April 1993 - April 1998
Skills
IT Service Management, IT Outsourcing, IT Transformation, IT Audit, IT Solutions, ITIL Process, ITIL Process..., IT Project..., IT Project Leadership, IT Project & Program..., IT Project Lifecycle, Training, Organizational Learning, Learning Management..., Educational Technology, Iso 9000, ISO 20000, ISO 13485, ISO 27001, Risk Management, Change Management, Release Management, SACM, SERVICENOW, Infoman, CHANGE MAN, Incident Management, Problem Management, Problem Solving, Event Management, Information Security..., Live Meeting, BRAIN SHARK, CAPTIVATE, QUESTIONMARK, Service Desk, Continuous Improvement, PDCA, BPMN, Compliance, Process Control, Global Operations, IT Strategy, Program Management, ITIL, Vendor Management, ITIL Certified, Fixed Income, Information Security, Leadership
Education
Fordham University - Graduate School of Business Administration 1986 — 1987
Master of Business Administration (M.B.A.), Information Technology, 3.5
Columbia Graduate School of Social Work 1980 — 1982
Master of Social Work (M.S.W.), Social Work and Social Welfare Policy, 3.2
University of Massachusetts, Amherst Graduate School of Education 1977 — 1978
Master of Education (M.Ed.), K-12 Teaching Certification and Community Service, 3.2
Nasson College 1966 — 1970
Bachelor of Arts (B.A.), Social Sciences, 3.0
Ray and Poynor Properties 2010 - Present
Realty South 2000 - 2010
First National Bank of Atlanta 1982 - 1985
Citibank 1976 - 1982
Dun & Bradstreet 1969 - 1976
Skills
Real Estate, Foreclosures, Residential, Relocation, Sellers, First Time Home Buyers, Residential Homes, ABR, New Home Sales, Real Estate Transactions, Short Sales, Move Up Buyers, Investment Properties, Investors, National Association of...
Education
University of Florida 1966 — 1968
B.A., Political Science
Florida State University 1964 — 1966
OpenInvo August 2010 - Present
Knowledge Access Technology, Inc. January 2004 - Present
Richmond Research, Inc. January 1982 - Present
Allard Institute 1985 - December 2011
Monster Worldwide September 2006 - April 2007
Creative Information Concepts, Inc. 1995 - 2005
Marine Midland Bank January 1981 - December 1981
Citibank 1977 - 1981
Skills
Project Management, Problem Solving, Product Development, Analytics, E-commerce, Data Mining, Website Development, Start-ups, Product Management, Strategic Partnerships, Entrepreneurship, Thought Leadership, CRM, Competitive Analysis, Direct Marketing, Marketing, Strategy, Marketing Strategy, Management Consulting, Leadership, Product Marketing, B2B, Strategic Planning, Vendor Management, Management, Advertising, Consulting, Budgets, Telecommunications, Databases, Executive Management, Cross-functional Team..., Business Strategy, Enterprise Software, Analysis, Go-to-market Strategy, Lead Generation, Business Development, Business Intelligence, Segmentation, Online Marketing, Cloud Computing, Business Planning, Venture Capital, Mobile Devices, Database Marketing, Mergers & Acquisitions, Program Management, Market Research, P&L Management
Education
Fordham University
MBA, Marketing & Venture Development
Polytechnic University
BSEE, Electrical Engineering
Perficient (ForwardThinkGroup) August 2009 - Present
EMC/BusinessEdge March 2005 - August 2009
EMC Global Profesional Services (formerly BusinessEdge Solutions, Inc.) 2007 - 2009
EMC Consulting, Business Consulting Practice (formerly BusinessEdge) 2007 - 2009
EMC 2007 - 2009
EMC Consulting (formerly BusinessEdge Solutions) 2005 - 2009
Citibank August 2001 - May 2005
AIG July 1998 - April 2001
Citibank January 1995 - July 1998
Bankers Trust Company November 1982 - January 1995
Skills
Business Analysis, Financial Services, PMO, Process Improvement, IT Management, Management, Strategy, Business Process..., Consulting, Operations Management, Banking, IT Strategy, Executive Management, Management Consulting, Risk Management, SDLC
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Union College 1973 — 1977
BS, Industrial Econmics and Engineering
Wells Fargo May 2010 - November 2012
American Express April 2004 - January 2009
American Express 1999 - 2004
American Express 1997 - 1999
Citibank 1991 - 1997
Skills
Analytics, Database Marketing, Strategy, Cross-functional Team..., Program Management, CRM, Change Management, Leadership, Training, Project Management, Requirements Gathering, Business Strategy, Mergers & Acquisitions, Software Development, Vendor Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Information Systems
Bernard M Baruch College 1981 — 1984
BA, Marketing
La-Z-Boy July 2013 - Present
Citibank March 2011 - July 2013
Renewal of Cincinnati December 2006 - November 2010
National Underwriter April 1987 - August 1998
Harte Hanks Direct Marketing 1982 - 1987
Skills
Space-planning, FF&E, Window Treatments, Furniture, Floor Plans, Interior Design, Furnishings, Interior Architecture, Finish Selections, Rendering, Hand Drafting, Marketing, Sketching, Elevations, Retail Design, SketchUp, Draperies, Residential Design, Social Media, Kitchen & Bath Design, Space planning, Customer Service, Customer Acquisition, Sales
Education
Antonelli College 2005 — 2006
AABS, Interior Design
Florida State University 1974 — 1978
Bachelor of Science (BS), Psychology
Valore Group July 2011 - Present
ALL Student Loan September 2004 - June 2008
Quick & Reilly and Fleet Bank January 2000 - March 2004
Citibank March 1996 - March 2000
Liberty Mutual Group 1992 - 1998
Skills
Loans, Asset Management, Series 7, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Real Estate, Investments, Analysis, Management, Leadership, Finance, Banking, Strategy, Marketing, Investment Properties, Insurance, Real Estate Economics, Training
Education
Fordham University 1981 — 1985
BS
Fordham University 1981 — 1985
BS
PineBridge Investments May 2012 - Present
PineBridge Investments May 2010 - August 2012
PineBridge Investments November 2006 - May 2010
Resources Global Professionals February 2006 - December 2007
Deutsche Bank Securities May 1999 - March 2005
JP Morgan 1998 - 1999
Citibank 1993 - 1998
Skills
Fixed Income, Accounting, Forecasting, Restructuring, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Mutual Funds, Financial Services, Finance, Investments, Analysis, Budgets, Financial Risk, Management, Asset Management, Hedge Funds
Education
New York University 2001 — 2003
Real Estate Certificate, Real Estate Financing
Fordham Gabelli School of Business 1994 — 1996
MBA, Management
Fordham University 1989 — 1993
BS, Finance
KölDesign® Brand, Marketing and Digital Design Consulting www.koldesign.com April 2014 - Present
Citibank July 2010 - March 2014
KölDesign® 2002 - July 2010
Coach 2007 - 2008
Lab[think]® 2000 - 2001
Worldly Information Network 1998 - 2000
DrKoop.com 1997 - 1998
Merchant Ivory Products (Paris) / Laura Pels Productions (Paris) 1994 - 1997
The United States Trust Company 1992 - 1994
Crum & Forster Commercial Insurance 1990 - 1992
Skills
Digital Strategy, Brand Management, Brand Architecture, Brand Implementation, Brand Developement, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Creative Direction, Interactive Creative..., Graphic Design, Web Design, User Interface Design, User Experience, User Experience Design, Information Architecture, Innovation, Product Innovation, Innovation Development, Innovation Consulting, Digital Innovation, Management Consulting, Global Marketing, Global Management, Global Strategy, Social Media, Email Marketing, SEM, SEO, Competitive Analysis, E-commerce, Marketing, Brand Development, Team Building, Cross-functional Team..., Global Brand Development, Distributed Team..., Corporate Branding, Mobile Marketing, Digital Marketing, Interactive Marketing, Leadership, Integrated Marketing, Online Marketing, Web Analytics, Strategic Partnerships, Creative Strategy, Content Strategy, Strategy
Education
New York University 2002 — 2003
MS, Master’s Business Management & Systems
Franklin & Marshall College 1986 — 1990
BA, Humanities
Private Equity Direct, LLC May 2010 - Present
iTvTrax, LLC June 2004 - Present
Hampton Partners Ltd. June 1989 - Present
Forefront Capital Markets, LLC December 2011 - January 2013
Majestic Research May 2009 - October 2010
Wilmington Trust Conduit Services, LLC September 2006 - April 2009
Brooks, Houghton & Company, Inc. September 1999 - June 2006
Mitsubishi Trust (U.S.A.) March 1986 - May 1989
Citibank August 1965 - February 1986
Skills
Corporate Finance, Private Equity, Project Finance, Asset Management, Financial Services, Financial Modeling, Hedge Funds
Education
Harvard Business School 1976 — 1976
PMD
Fordham University School of Law 1965 — 1969
J.D.
New York University 1962 — 1965
Bachelor’s Degree
Bank of America February 2010 - Present
Bank of America February 2008 - February 2010
Bank of America July 2006 - February 2008
Bank of America May 2003 - June 2006
ADT Security Services December 1999 - April 2003
AT&T Universal Card Services March 1990 - September 1999
Citibank 1998 - 1999
Manufacturers Hanover Trust February 1989 - March 1990
The Chase Manhattan Bank September 1983 - October 1988
Skills
Risk Management, Forecasting, Underwriting, Customer Service, Contract Negotiations, Project Portfolio..., Collections Management, Business Operations..., Compliance, Compliance Management, Operational Risk..., Compliance Audits, Issues Management, Regulatory Liaison, Regulatory Reporting
Education
Hofstra University 1981 — 1983
BBA, International Business
Franklin & Marshall College 1978 — 1981
business
BB&T April 2015 - Present
Liberty Tax Service December 2014 - April 2015
Sutherland Global Services August 2014 - April 2015
Teletech October 2012 - January 2013
Citibank November 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Sales, PowerPoint, Sales Management, Public Speaking, Social Media, New Business Development, Marketing, Coaching, Negotiation, Account Management, Outlook, Customer Satisfaction
Education
Forsyth Technical Community College 2015 — 2017
Associate's degree in Financial Services, Financial Services
Forsyth Technical Community College 2014 — 2016
Associate’s Degree, Financial Planning and Services
U.S. Bank June 2015 - Present
Citi October 2014 - April 2015
Saint Louis University January 2014 - January 2015
Regions Bank July 2011 - January 2014
Wells Fargo Home Mortgage December 2010 - February 2011
Southwest Bank, An M & I Bank May 2006 - September 2009
Response Insurance August 2005 - March 2006
Urban League of Metropolitan St. Louis, Inc. September 2004 - August 2005
Citibank November 2003 - August 2004
CitiMortgage August 2001 - November 2003
Skills
Loans, Banking, Business Development, Leadership, Management, Portfolio Management, Credit, Commercial Banking, Public Relations, Sales, Credit Analysis, Training, Customer Service, Nonprofits, Mortgage Lending, Underwriting, Leadership Development, Financial Analysis, Event Planning, Public Speaking, Team Building, Strategic Planning, Program Management, Community Development, Investments, Fundraising, Relationship Management, Insurance, Time Management, Wealth Management, Financial Services, Finance, Investment Properties, Networking, Project Management, FHA, Auditing, Asset Managment, Small Business Lending, Coaching, Marketing, Retail Banking, Retail, Risk Management, Software Documentation, Loan Origination, Consumer Lending, Commercial Lending, Credit Risk, Mortgage Banking
Education
Saint Louis University 2012 — 2016
Master of Business Administration (MBA), Public Finance, 3.000
Saint Louis University 2010 — 2012
Executive Masters, International Business, Executive Education, 3.100
Fontbonne University 2007 — 2009
BA, Organizational Behavior Studies, 3.600
City University of New York School of Professional Studies February 2014 - Present
CUNY School of Professional Studies 2008 - Present
Taproot Foundation September 2011 - April 2012
Citibank June 2007 - June 2008
Citibank Commercial Business Group March 2005 - May 2007
Citibank July 2001 - March 2005
Skills
Instructional Design, Curriculum Writing, Adult Education, Curriculum Design, Instructor-led Training, Public Speaking, Vendor Management, Banking Relationships, Business Relationship..., Project Management, Technical Writing, Leadership, Training Delivery, Coaching, SharePoint, Needs Analysis, Visio, Training, Learning Management, E-Learning
Education
Fordham University 2006 — 2009
masters in education, Adult Ed.Human Resource Development
State University of New York College at Oneonta 1988 — 1993
Bachelor of Arts (BA), State University of NY at Oneonta
Xavier High School 1984 — 1988
UBS AG January 2007 - December 2014
UBS Global Wealth Managment & Business Banking 2005 - 2006
UBS Wealth Management US 2000 - 2004
Mercantile Bank Corporation 1997 - 1999
Citibank 1995 - 1997
Skills
Marketing Strategy, Strategy, Marketing Management, Advertising, Marketing, Brand Management, Integrated Marketing, Leadership, Strategic Planning, Management, Brand Strategy, Marketing Communications, Brand Awareness, Corporate Branding, Brand Architecture, Brand Development, Cross-functional Team..., Market Research, Online Advertising, Digital Strategy, Digital Media, Digital Marketing, Creative Direction, Business Strategy, Corporate Communications, Public Relations, Interactive Marketing, Search Optimization, Search Engine Marketing, Email Marketing, Segmentation, Mobile Marketing, Direct Marketing, Website Development, Client experience, User Experience, Strategic Partnerships, Consumer Marketing, Competitive Analysis, Analytics, Relationship Marketing, Market Planning, Customer Journey, Customer Insight, Sponsorship, Merger & Acquisition..., Employee Communications, Internal Communications, Financial Services, Retail Marketing
Education
Fordham Gabelli School of Business
Masters of Business Administration, Marketing
Northwestern University
Bachelor of Science, Journalism
Rutgers Business School
Personnel Decisions International 1995 - 2008
NYNEX (nka Verizon) 1993 - 1995
Citibank 1989 - 1993
Skills
Executive Coaching, Executive Assessment, Team Building, 360 Feedback, Succession Planning, Executive Positions, Executive Development, Talent Management, Organizational..., Organizational..., Leadership Development, Organizational Design, Coaching, Employee Engagement, MBTI, Culture Change, Training, Emotional Intelligence, Career Development, Career Management, Psychometrics, Management Development, Workshop Facilitation
Education
Purdue University 1985 — 1989
Ph.D., Industrial Organizational Psychology
Franklin & Marshall College 1981 — 1985
BA, Psychology
Judson Capital November 2012 - Present
Bank of America June 2010 - November 2012
Bank of America February 2012 - June 2012
Bank of America August 2007 - June 2010
Citibank August 2006 - August 2007
Independence Community Bank October 2005 - August 2006
Independence Community Bank August 2004 - October 2005
Weichert Realtors January 2004 - August 2004
Skills
Banking, Leadership, Credit, Loans, Mortgage Lending, Finance, Commercial Banking, Investments, Management, Process Improvement, Training, CRM, Customer Service, New Business Development, Business Development, Marketing, Portfolio Management, Real Estate, Financial Risk, Risk Management, Credit Analysis, Branch Management, Equities, Loan Origination, Commercial Lending
Education
Florida State University 1998 — 2003
BA, Political Science, Communications
MetLife December 2012 - Present
MetLife May 2010 - November 2012
Greentree Associates Inc. December 2007 - December 2008
Target 2006 - 2007
The Home Depot 2003 - 2006
Home Depot 2003 - 2006
JPMorgan Chase 2001 - 2001
Citibank 2000 - 2001
Cantor Fitzgerald April 1996 - August 2000
US Navy 1990 - 1996
Skills
Process Improvement, Strategic Planning, Program Management, Operations Management, Cross-functional Team..., Business Strategy, Change Management, Team Building, Leadership, Management Consulting, Team Leadership, Six Sigma, Business Development, Project Management, CRM, Analysis, Management, Training, Business Process, Business Planning, Executive Management, Budgets, Financial Modeling, Financial Analysis, Finance, Project Planning
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance & Management
United States Naval Academy 1986 — 1990
BS, Political Science
Capital One November 2013 - Present
Citibank October 2010 - August 2013
Citibank 2005 - 2010
Citibank 2000 - 2004
Citibank 1998 - 2000
Citibank 1992 - 1998
Citibank 1990 - 1992
Skills
Retail Banking, Banking, Credit, Commercial Banking, Cross Selling, Loans, Commercial Lending, Credit Analysis, Consumer Lending, Portfolio Management, Mortgage Lending, Relationship Management, Financial Services, Leadership, AML, Management, Strategy, Small Business Lending, Sales, Risk Management, Team Building, Investments, Business Development, Sales Management, Mergers & Acquisitions, Executive Management, Training, Cash Management, Branch Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Fordham University
BA, Economics
My Consulting Practice 1988 - Present
My Private Practice 1988 - Present
JPMorgan Chase 2008 - 2010
Citibank 1990 - 1994
HBO 1978 - 1986
Skills
Executive Coaching, Career Development, Leadership, Career Counseling, Coaching, Staff Development, Career Management, Executive Development, Business Coaching, Workshop Facilitation, Outplacement
Education
Fordham University
M.S.Personnel, Counseling Psychology
New York University 1970 — 1974
MBA;APC OD, Marketing/Org Behavior
Borland-Groover Clinic April 2015 - Present
Brunet-Garcia Advertising, Inc. April 2014 - Present
Citibank August 2013 - April 2014
Florida State University September 2009 - May 2013
Orsillo Vision Care and Optical 2012 - 2013
K12 Florida Virtual Program 2009 - 2009
Skills
Microsoft Office Tools..., Music, Music Production, Music Industry, Composition, Songwriting, Recording, Social Media, Entertainment, Microsoft Office, Studio Recording, Audio Engineering, Piano, Social Networking, Editing
Education
University of North Florida 2014 — 2015
Master's degree, Business Administration
Florida State University 2009 — 2013
Bachelor of Arts, Commercial Music
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
The Millennial Lab August 2009 - Present
Visa Inc. Latin America & Caribbean Region April 1998 - August 2009
Federal Farm Credit Banks Funding Corporation March 1987 - April 1998
Citibank September 1980 - June 1984
Skills
Management Consulting, IT Strategy, Change Leadership, Leadership Development, Thought Leadership, Change Management, Mentoring, Performance Improvement, IT Transformation, Executive Coaching, Generational Diversity, Generation Y, Next Generation..., Business Strategy, Coaching, Cross-functional Team..., Business Process..., Leadership, Management, Program Management, Start-ups, Team Building, Training
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & International Economics
Fordham University 1976 — 1980
B.A., Economics & French
The Mary Louis Academy
High School Diploma
Citibank June 1998 - Present
Project Management Institute Long Island Chapter 2005 - 2008
Citibank June 1998 - September 2001
Chubb Computer Services May 1997 - June 1998
Education
Bronx Science
Fordham Gabelli School of Business
MBA, Fianance
Grinnell College
BA, Economics
JP Morgan & Co February 1989 - February 1998
Citibank August 1985 - January 1989
Beneficial Corporation June 1983 - August 1985
Skills
Risk Management, Capital Markets, Marketing, Treasury Management, Private Banking, Cash Management, Fixed Income, Portfolio Management, Credit, Financial Risk, Hedge Funds, Treasury, Leadership, Medical Education, Medical Training, Commercial Lending
Education
Seton Hall University 2011 — 2013
Physician Assistant Program Credits
University of Delaware 1986 — 1989
MBA, Business and Finance
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (BA), Economics and English
JP McCaskey High School, Lancaster, PA 1975 — 1979
Fifth Third Bank November 2006 - Present
Citi December 2004 - November 2006
Barclays Capital January 2003 - December 2004
TD Ameritrade 1999 - 2003
Citibank March 1998 - October 1999
Deloitte Consulting 1994 - 1998
Skills
IT Strategy, Management, IT Management, Vendor Management, Information Technology, Security, Governance, Disaster Recovery, Information Security, Business Continuity, Enterprise Architecture, Project Portfolio..., PMO, Infrastructure, Risk Management, PMP, Outsourcing, Integration, SDLC, IT Service Management, Business Transformation, Business Process..., Change Management, IT Operations, Process Improvement, Program Management, Strategy, ITIL, Data Center, Business Intelligence, Business Analysis, Software Project..., CRM, Cross-functional Team..., Senior Executive...
Education
Franklin University 1988 — 1990
Bachelor of Science
United States Air Force Academy
Copiague High School
Mercer August 2015 - Present
FleishmanHillard February 2013 - July 2015
Omnicom Group October 2012 - January 2013
Porter Novelli October 1999 - September 2012
MasterCard International 1996 - September 1999
Citibank 1985 - 1996
Skills
Corporate Communications, Integrated Marketing, Strategic Communications, Public Relations, Internal Communications, Strategy, Reputation Management, Thought Leadership, Marketing Communications, Media Relations, Corporate Social..., Social Media, Public Affairs, Crisis Communications, Social Media Marketing, Brand Management, Messaging, Spokesperson, Crisis Management, Digital Strategy, Message Development, Digital Marketing, international &..., B2B, Analyst Relations, Content Strategy, Speech Writing, Communications Planning, Strategic Counsel, Investor Relations, Copywriting, Advertising, Press Releases, Leadership, Change Management, Business Development, Market segmentation, Communication Training, Stakeholder Engagement, Emerging Markets, Customer Communication, P&L Financial Management, Cross-functional Team..., International Relations, Marketing Strategy, Strategic Planning
Education
Fordham University
Master of Arts (M.A)
Fordham University
Bachelor of Arts (B.A.)
Omnicom University 2007 — 2014
Senior Management Program
Thunderbird School of Global Management 2011 — 2012
Executive Certificate
Vision Bridge Leadership, LLC June 2014 - Present
DistribUSA, Inc. February 2010 - Present
Market Builders International, Inc. 2009 - March 2012
Jarden Consumer Solutions 2007 - 2009
Jarden Consumer Solutions 2006 - 2007
Jarden Consumer Solutions 2004 - 2006
Jarden Consumer Solutions 2002 - 2004
Citibank International 2000 - 2002
Citibank International 1997 - 2000
Citibank 1996 - 1997
Skills
Strategy, Product Development, Cross-functional Team..., Strategic Planning, Marketing, Product Management, Management, Product Marketing, Business Planning, Start-ups, Market Research, Customer Insight, Business Development, Consumer Products, Marketing Strategy, Leadership, Brand Development, CRM, Competitive Analysis, New Business Development, Leadership Development, Strategic Partnerships, Marketing Management, Talent Management, Team Leadership, Business Strategy, Program Management, Market Planning, Project Management, Email Marketing, P&L Management, Sales, Team Building, International Business, Organizational..., Pricing, Process Improvement, Brand Management, Retail, E-commerce, Vendor Management, Training, Analysis, Entrepreneurship, Coaching, International Marketing, Change Management, Product Innovation, Market Analysis
Education
University of South Carolina - The Moore School of Business
IMBA
Fordham University
BS
Capital One February 2015 - Present
Citibank May 2012 - February 2015
Chase Card Services May 2008 - May 2012
HSBC 2006 - 2008
JPMorgan Chase 2005 - 2006
JPMorgan Chase May 1998 - January 2005
Ogilvy & Mather 1996 - 1998
Skills
Credit Cards, Cross Selling, Debit Cards, Financial Services, Retail Banking, Relationship Management, Portfolio Management, Payments, Marketing Analytics, Commercial Banking, Credit Risk, Credit, Risk Management, Banking, Analytics, Customer Acquisition, Marketing, Segmentation, Product Management, Business Development, Digital Marketing, Brand Management, Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
Master of Business Administration (MBA)
James Madison University - College of Business 1991 — 1995
Bachelor's degree
DEUTSCHE BANK 1999 - 2004
J.P. MORGAN 1996 - 1999
CITIBANK 1993 - 1996
MANUFACTURERS HANOVER/CHEMICAL 1989 - 1993
IRVING TRUST 1981 - 1989
THE BANK OF NEW YORK 1969 - 1981
Skills
Fixed Income, Wealth Management, Portfolio Management, Training, Equities, Capital Markets, Derivatives, Investment Banking, Asset Management, Securities, Hedge Funds, Alternative Investments, Bloomberg, Investments, Financial Services, Trading, Valuation, Banking, Back Office, Financial Risk, Asset Allocation
Education
Pace University 1971 — 1974
MBA, MANAGEMENT
Fordham University 1964 — 1968
BS, ECONOMICS
Citigroup November 2013 - Present
Barclaycard October 2009 - October 2013
Citibank March 2008 - October 2009
JP Morgan Chase June 1999 - February 2008
Skills
Credit Risk, Risk Management, Analytics, Credit Cards, Statistical Modeling, Financial Risk, SAS, Portfolio Management, Fraud Risk..., Fraud Risk Analytics, Fraud Risk Oversight, Banking, Financial Services, Risk Analytics
Education
Fordham University 1996 — 1999
Master of Arts (MA), Economics
Citi January 2015 - Present
Citi October 2013 - December 2014
Barclays Capital September 2009 - October 2013
Citibank November 2006 - August 2009
The Bank of New York June 2000 - October 2006
Citibank June 1987 - May 2000
Bankers Trust November 1985 - June 1987
Office of the Comptroller of the Currency June 1983 - November 1985
Skills
AML, KYC, OFAC, Banking, Securities, Sanction, Commercial Banking, Operational Risk, Structured Finance, Derivatives, Operational Risk..., Financial Services, Bank Secrecy Act, Financial Markets, USA PATRIOT Act, Credit Risk, Risk Assessment, Financial Institutions, Enterprise Risk..., Financial Regulation, Securitization, Due Diligence, Anti Money Laundering, Risk Analysis
Education
Fordham University 1979 — 1983
Bachelor of Science (B.S.), Finance and Economics
HSBC Commercial Banking May 2014 - Present
J.P. Morgan October 2009 - Present
Washington Mutual Bank 2007 - November 2009
Citibank 1993 - 2007
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
Marist College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
St Francis Prep
ACI Worldwide March 2015 - Present
TD Financing Services Canada, Inc a wholly owned subsidiary of TDCT November 2011 - January 2014
TD Bank NA August 2007 - January 2014
Macy's 2004 - 2007
Sears, Roebuck and Co. 2000 - 2004
Citibank 1998 - 2000
The Associates 1996 - 1998
US Bank 1991 - 1996
Manufacturers Hanover Trust 1987 - 1991
CitiGroup Card Acceptance Services 1985 - 1987
Skills
Credit Cards, Credit, Financial Services, Cross-functional Team..., Business Planning, CRM, Strategic Planning, Management, Marketing, Strategy, Cards, Analytics, Debit Cards, Performance Management, Customer Experience, Product Development, Executive Management, Banking, Business Analysis, Strategic Partnerships, Retail, Financial Analysis, Customer Insight, Relationship Management, Payment Systems, Segmentation, Mergers & Acquisitions, Risk Management, Finance, Vendor Management, Electronic Payments
Education
Fordham Gabelli School of Business 1979 — 1981
MBA, Finance
Fordham University 1975 — 1979
BS, Marketing / Management
Citibank August 2008 - Present
JPMorgan Chase July 2005 - April 2008
Comsys June 2004 - July 2005
Skills
Onboarding, SDLC, Process Improvement, Time Management, Team Building, Event Planning, Editing, Project Management, Interviews, Business Analysis, Applicant Tracking..., HRIS, Talent Acquisition, Recruiting, Account Management, Facebook
Education
Fordham University 2000 — 2004
Citibank March 2012 - Present
Barclays Capital March 2011 - March 2012
Bank of America 2010 - July 2011
Credit Suisse November 2007 - March 2010
MF Global 2008 - 2008
Helaba Landesbank April 2005 - October 2007
SoundView Technology Group February 1999 - January 2001
Flexi International 1998 - 1999
Skills
Credit Risk, Market Risk, Operational Risk, Derivatives, Basel II, Fixed Income, Capital Markets, Interest Rate..., Investment Banking, Credit Derivatives, Financial Risk, Equities, FX Options, Trading Systems, Middle Office, Dodd Frank, VAR, Treasury Risk, Project Management, Dodd-Frank, Equity Derivatives, Hedge Funds, Options, Structured Finance, Swaps
Education
Fordham University
Morgan Stanley July 2002 - Present
Barclays Private Bank Americas September 1999 - July 2002
Citibank June 1985 - September 1999
Skills
Bloomberg, Options, FX trading, Wealth Management..., Equities, Asset Management, Private Banking, Foreign Exchange, Financial Services, Investments, Alternative Investments, Corporate Finance, Wealth Management, Portfolio Management, Financial Modeling, Fixed Income, Series 7, Investment Advisory, Trading, Valuation, Capital Markets, Financial Risk, FX Options, Investment Banking, Bonds, Securities, Series 63, Derivatives, Hedge Funds, Asset Allocation, Mutual Funds, Banking, Financial Markets, Private Equity, Structured Products, Risk Management
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
New York University 1981 — 1985
BA, Biology, Minor Economics/Math
The Pantry / On The Fly January 2013 - Present
JLL February 2015 - Present
Savills Studley October 2010 - January 2015
Norvin Partners, Ltd June 2009 - August 2009
Invest.IO June 2009 - August 2009
Citibank January 2006 - July 2008
Northwestern Mutual Financial Network September 2004 - January 2006
Skills
Real Estate Economics, Real Estate, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Real Estate Transactions
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
M.B.A., Finance, General
Muhlenberg College 2000 — 2004
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase 2008 - October 2014
Hispanic National Mortgage Association (HNMA) 2006 - 2007
Impac Funding Corp. 2005 - 2006
GMAC Residential Funding Corp. 1996 - 2005
Principal Asset Markets 1995 - 1996
Prudential Home Mortgage 1987 - 1995
Citicorp Homeowners 1984 - 1987
Citibank 1977 - 1984
Skills
Credit, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Strategic Sourcing, Problem Solving, Grant Writing, Key Account Management, Banking, Loan Origination, Sales, Credit Analysis, Business Development, FHA, Underwriting, Portfolio Management, Commercial Mortgages, Financial Services, Commercial Lending, Refinance, Mortgage Underwriting
Education
Fordham University
Masters in Business Administration, Finance
The University of Connecticut
Bachelor of Science, Bachelor of Science, Real Estate and Urban Economic Studies
Citi 1996 - Present
Citigroup 1996 - Present
Citibank 1996 - Present
Skills
Credit Risk, Risk Management, Capital Markets, Basel II, Securitization, Counterparty Risk, Structured Finance, Derivatives, Enterprise Risk..., Financial Risk, Banking, Fixed Income, Credit Analysis, Market Risk, Operational Risk, Strategy, Operational Risk...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Fordham University
BS, Economics
Byram Hills CSD Mortgage Sales ManagerChemical Bank1987 - 1990
Citibank 1984 - 1987
Education
Fordham University 1993 — 1996
MS in Ed
Sarah Lawrence College 1981 — 1984
BA
Hostway Corporation January 2013 - Present
Hostway Corporation 2012 - January 2013
ServerBeach May 2007 - August 2011
ServerBeach January 2010 - July 2011
Citibank 2006 - 2007
Hilb Rogal & Hobbs March 2006 - July 2006
Skills
Hosting Solutions, E-commerce, dedicated hosting, Account Management, Salesforce.com, Microsoft Office, Ubuntu, Cloud Hosting, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, Customer Loyalty, Customer Lifecycle..., Sales Forcasting, Project Coordination, Project Implementation, Implementing Processes, Implementation Of..., Online Marketing, Online Sales, Phone Sales, Phone Skills, Email Marketing, Email Hosting, Email Solutions, Application Hosting, Managed Hosting, Self Management, Windows, Mac OS, Problem Solving, Business Process..., Cloud Computing, Data Center, Sales, Web Hosting, System Administration, Servers, Managed Services, Co-location, Networking, Hybrid Cloud, Disaster Recovery, Forecasting, VMware, Brand Loyalty, Telephone Skills, Solution Selling, Virtualization
Education
Florida State University 2001 — 2005
Batchelor, Political Science and International Affairs
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Political Science and International Affairs
Elavon, formerly Nova Information Systems 2006 - Present
First Horizon Merchant Services 1998 - 2006
Citibank 1990 - 1998
Education
Fort Lewis College 1982 — 1986
JPMorgan Chase Managing Director, InvestmentsJP Morgan2004 - Present
Chemical Bank 1993 - 1994
Citibank 1985 - 1993
Citicorp Investment Services 1985 - 1993
Sony Electronics 1981 - 1985
Education
Fordham Gabelli School of Business 1981 — 1982
Fidelity Investments October 2013 - Present
Fidelity Investments September 2006 - September 2013
National Financial January 2004 - August 2006
National Financial April 1998 - December 2003
Citibank 1994 - 1998
Bay View Federal Bank January 1993 - December 1994
Eastern Bank January 1990 - December 1992
Skills
Risk, Brokerage, Risk Management, Financial Risk, Investments, Credit Risk, Equities, Fixed Income, Financial Services, Series 7, Derivatives, Securities, Options, Portfolio Management, Operational Risk, Operational Risk..., Banking, Vendor Management, Alternative Investments, Market Risk, Mutual Funds, Finance, Capital Markets, Relationship Management, Leadership, Analysis
Education
Franklin Pierce College
Bachelor of Arts (B.A.), Accounting
Hanover Street Capital, LLC March 2013 - Present
Deutsche Bank Trust Company Americas March 1997 - March 2013
Citibank December 1989 - March 1997
Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Investments, Financial Analysis, Loans, Strategic Planning, Entrepreneurship, Investment Banking, Fixed Income, Capital Markets
Education
Fordham University 1985 — 2000
BS, Finance
Citibank UnderwriterCitiFinancial Auto2000 - 2008
CitiFinancial 2000 - 2008
Citigroup 1991 - 2008
Education
Fort Hays State University 1969 — 1971
Centene Corporation September 2015 - Present
Nestl December 2013 - July 2015
U.S. Bank March 2012 - December 2013
BJC HealthCare March 2004 - March 2012
St. Louis Community College January 2011 - May 2011
Reuters Financial Software December 1998 - August 2003
Primerica Financial Services March 2001 - March 2002
Citibank November 1999 - October 2000
Skills
Leadership, Healthcare, Cross-functional Team..., Project Management, Process Improvement, Change Management, Team Building, Six Sigma, Management, Budgets, Strategic Planning, Business Analysis, Healthcare Information..., Training, Project Planning, Business Strategy, Business Process, Human Resources, Software Documentation, Visio, Business Process..., Customer Service, Vendor Management, SDLC, Data Analysis, Integration, Microsoft Office, SharePoint, Problem Solving, Troubleshooting, HIPAA, Requirements Analysis, Analysis, Account Management, SQL, Forecasting, Business Intelligence, CRM, EHR
Education
Fontbonne University 2006 — 2008
MBA
Truman State University 1995 — 1998
BS, Business - Management
Saint Louis University 1994 — 1995
BS, Aviation Sciences
Citibank July 2015 - Present
Capital One December 2014 - July 2015
Citi October 2013 - December 2014
CitiMortgage June 2011 - October 2013
Citimortgage January 2010 - June 2011
CitiMortgage December 2008 - December 2009
The Huntington Learning Center July 2007 - December 2008
Skills
Underwriting, Loans, Credit, Relationship Management, Risk Management, Valuation, Finance, Financial Analysis, Due Diligence, Loss Mitigation, Loan Servicing, Mortgage Servicing, Mortgage Lending, FHA, Portfolio Management
Education
Fontbonne University 2005 — 2008
M.A.T, Education
Southeast Missouri State University 2001 — 2005
B.S., Industrial/Organizational Psychology, Law
University of Missouri-Columbia
MBA
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
Citibank 1993 - Present
BNY Mellon 1989 - 1993
Skills
Banking, Credit Analysis, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Project Management, Financial Services, Due Diligence, Financial Modeling, Asset Management, Negotiation, Loans, Private Equity, Securities, Capital Markets, Commercial Lending, Finance, Corporate Finance, Risk Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1989
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Citibank August 2010 - Present
Education
Fordham University 1996 — 2000
Pierpont Securities March 2011 - Present
Bank of America March 2006 - March 2011
Bank of America May 2005 - March 2011
citibank 2002 - 2004
Merrill Lynch & Company 1991 - 2002
Skills
Capital Markets, Fixed Income, Bloomberg, Trading, Derivatives, Trading Systems, Equities, Equity Derivatives, Credit Derivatives, Investment Banking, Interest Rate..., Hedge Funds, Securities, Swaps, Financial Analysis, Structured Products, Prime Brokerage, Banking
Education
Fordham University 1969 — 1973
Citibank April 2001 - Present
Education
Fordham University 1979 — 1982
Bay Commercial Bank May 2014 - April 2015
Bank of the West September 2010 - October 2013
First National Bank (aka Santa Barbara Bank & Turst) October 2008 - January 2010
First Republic Banik (aka Bank of Walnut Creek/Merrill Lynch) 2005 - 2008
Citibank 1995 - 2005
First Nationwide Bank (aka California Federal Bank) 1995 - 2005
Great Western Bank November 1987 - May 1995
Great Western Bank 1987 - 1995
Bank of America 1967 - 1987
Skills
Banking, Commercial Banking, Business Development, Retail Banking, Loans, Mergers & Acquisitions, Program Management, Credit, Team Leadership, Marketing Strategy, Recruiting, Sales Management, Marketing, Sales, Risk Management, Management, Commercial Lending, Credit Analysis
Education
Pacific Coast Banking School, University of Washington 1987 — 1987
N/A, banking and finance
American Institute of Banking 1967 — 1987
na, Banking and current banking trends in management, technology and human resources, na
San Jose State University 1966 — 1967
na, Business Administration and Management, General, na
Foothill College 1963 — 1965
Collegiate Productions a division of Go Fish Trade LLC September 2008 - Present
Citibank September 2004 - October 2008
Skills
Relationship Management, Loans, Portfolio Management, Financial Services, Credit, Banking, Marketing
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance / Marketing
University of Maryland College Park 1987 — 1991
BS, Business Administration
JP Morgan Chase 2008 - Present
Citibank June 2002 - August 2008
Education
Florida State University 1986 — 1990
B.S.
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
Santander Bank, N.A. November 2010 - Present
New York Commercial Bank June 2008 - October 2010
Citibank February 1998 - May 2008
BNY Mellon 1988 - 1998
Skills
Portfolio Management, Banking, Credit, Financial Services, Risk Management, Credit Analysis, Capital Markets, Financial Analysis, Loans, Commercial Banking, Financial Modeling, Commercial Lending, Investments, Finance
Education
Fordham Gabelli School of Business 1993 — 1995
MBA
Lehigh University 1983 — 1987
BS, Finance
Citibank
Skills
Credit
Education
Fordham University 1991 — 1994
M.A., Financial-Economics
Citibank March 1999 - Present
Citigroup August 2006 - May 2008
CitiFinancial - Citigroup July 2004 - August 2006
Citicards March 1999 - July 2004
Student Loan Marketing Association December 1991 - April 1997
Education
Florida State University
business
Alma Bank July 2014 - Present
HSBC January 2013 - April 2014
Citibank 2011 - January 2013
Citi February 2010 - April 2011
Citibank July 2005 - October 2009
Skills
Banking, Retail Banking, Loans, Consumer Lending, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Lines Of Credit, Commercial Lending, Cross Selling, Credit Risk, Private Banking, Loan Origination, Account Management, Financial Services, Investments, Series 7, Series 63, Insurance, Wealth Management, Relationship Management, Credit Cards, Securities, Equities, Cash Management, Mortgage Banking, AML, Wealth Management..., Deposits, Wealth, Asset Based Lending, Financial Analysis, Financial Risk, Mutual Funds, Portfolio Management, Retirement Planning, Asset Management, Financial Advisory, Commercial Mortgages, Residential Mortgages, Customer Retention
Education
Fordham University 1998 — 2002
Bachelor's degree, Finance
Neuberger Berman LLC 2009 - Present
Citibank 2004 - 2009
Skills
Series 63, Series 6, Securities, Portfolio Management, Options, Mutual Funds, Financial Analysis, Equities, Credit Analysis, Financial Services, Investments, Banking, Bloomberg, Finance, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Finance
Fordham University 1999 — 2003
BS, Marketing
Université Jean Moulin (Lyon III)
International Business Seminar 1/2013
Citibank October 2004 - July 2008
Education
Fordham University 2000 — 2004
Bachelor's, Finance, Economics, Mathematics
Chaminade High School 1996 — 2000
AT&T November 2008 - Present
Twin Valley Learning Center January 2009 - July 2009
AT&T September 1996 - November 2008
Citibank April 1981 - November 1992
Peace Corps September 1964 - June 1966
Education
University of Nevada-Reno 1960 — 1962
BS, Mathematics
Fort Lewis College 1958 — 1960
AA, Math
Bank of America June 2005 - Present
NAMC 2006 - 2011
Citibank 2004 - 2006
Republic National Bank 1989 - 1993
Skills
Business Development, Financial Analysis, Financial Modeling, Business Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Long Island University - CW Post 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Muzinich & Co June 2010 - Present
Cohen and Company February 2010 - June 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2004 - 2009
Morgan Joseph 2003 - 2004
CIBC World Markets 2000 - 2002
Scotia Capital 1998 - 2000
Citicorp 1994 - 1998
Citibank 1989 - 1994
Skills
Credit, Investments, Corporate Finance, Portfolio Management, Valuation, Finance, Credit Analysis, Trading, Equities, High Yield, Financial Risk, Analysis
Education
Fordham Gabelli School of Business
MBA, Corporate Finance
Manhattan College 1981 — 1985
B.S., Accounting
Micross Components June 2014 - Present
Micross Components April 2010 - May 2014
Chip Supply, Inc. September 2001 - November 2010
Citibank 1999 - 2000
Hughes Aircraft Company 1982 - 1999
Skills
Sales, Supply Chain, Electronics, Sales Process, Product Marketing, Strategic Sourcing, IC, Manufacturing, Semiconductors, Account Management, Operations Management, Product Planning, Semiconductor Industry, Product Management, Business Development, Engineering, ASIC, Sales Management, Forecasting, Turn Around Management, OEMs, New Business Development, Six Sigma, Process Improvement, Product Development, Cross-functional Team...
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Business
Florida State University
Bachelor's Degree, Business
Xtract Research LLC April 2012 - Present
Chapman and Cutler LLP June 2009 - January 2012
Sidley Austin May 1998 - June 2009
Citibank 1994 - 1998
Moody's 1992 - 1994
Thacher Proffitt & Wood LLP 1986 - 1992
Education
Fordham University School of Law 1980 — 1983
JD, Law
Barclays Investment Bank October 2008 - Present
Citibank September 2004 - September 2008
Swiss Re January 2002 - September 2004
UBS 1992 - 2001
Skills
Investment Banking, Derivatives, Fixed Income, Structured Products, Financial Risk, Equities, Market Risk, Capital Markets, Credit Derivatives, Interest Rate..., Swaps, Credit Risk
Education
Fordham University
BS, Finance
MasterCard June 2000 - Present
Citibank August 1985 - May 2000
Banco de Ponce January 1981 - August 1985
Skills
Payment Industry, Credit Cards, Debit, Cards, Payment Systems, loyalty programs, Strategic Planning, Direct Marketing, Insurance, Management Consulting, co-branding, Long-term Customer..., Pro CPR 2012..., Loyalty Programs, Debit Cards, Mobile Payments, Product Management, Strategy, Management, Electronic Payments, Program Management, Product Development, Marketing, Segmentation, Sales, Strategic Partnerships, CRM, Business Development, Co-branding, E-commerce, Financial Services, New Business Development, Risk Management, Leadership, Payment Card Processing, Vendor Management, Payment Cards, Executive Management, Transaction Processing, Negotiation, Business Strategy, Start-ups, Relationship Management, Emerging Markets, Credit Risk, E-payments, Banking, Latin America, P&L Management, Acquiring
Education
UMET 2011 — 2014
Master's degree, Business Administration and Management, General
University of Puerto Rico School of Law 1989 — 1992
Law
Florida State University 1977 — 1980
BS, Economics
Consultant March 2011 - Present
BankAtlantic, BankUnited March 2004 - May 2011
Citibank 2003 - 2004
Springbow 2001 - 2003
John Deere 1997 - 2001
Skills
HP QC, Compuware, TFS, Visual Studio Tester, SharePoint, Agile Methodologies, Quality Assurance, Change Management, SDLC, Testing
Education
Franklin & Marshall College
BA, Liberal Arts
Temple University
MA, Political Science
National City Bank 2001 - Present
ABN AMRO 1998 - 2000
Citibank 1995 - 1998
Northwestern Medical Faculty Foundation 1993 - 1995
U.S. Navy Reserve 1984 - 1990
Education
University of Massachusetts, Amherst 1991 — 1993
MBA
Peking University 1991 — 1991
n/a, Mandarin
Franklin University 1990 — 1991
B.S., Finance
Capital Alternatives Group July 2013 - Present
Direct Access Partners (Channel Capital group) February 2010 - June 2013
Channel Capital Group January 2003 - January 2010
First Union Securities 1998 - 2003
The Chase Manhattan Bank 1991 - 1998
Citicorp Venture Capital 1990 - 1991
Citibank 1987 - 1991
Citibank 1987 - 1990
Education
Fordham Gabelli School of Business 1980 — 1981
MBA, Finance
Purdue University 1975 — 1979
BA, Economics
Rackspace Hosting November 2008 - February 2013
Laura J McWilliams Coaching & Consulting October 2007 - November 2008
Citibank March 1987 - September 2007
Skills
Cloud Computing, SaaS, Virtualization, Data Center, Enterprise Software, IT Strategy, Enterprise Architecture, Disaster Recovery, Managed Services, SDLC, Vendor Management, Product Management, Strategic Partnerships, Strategy, Security, Salesforce.com, Program Management, Business Analysis, Agile Methodologies, Process Improvement
Education
Fordham University 1980 — 1985
BA, Political Science / Economics
ADP June 2010 - Present
Ingentra HR Services September 2008 - May 2010
ADP National Account Services September 2004 - September 2008
Humanic Solutions August 1995 - September 2004
Citibank 1989 - 1990
Skills
Business Analysis, Project Management, HRIS, ADP Payroll, Management, Human Resources, Payroll, Process Improvement, Business Process, Change Management, Software Implementation
Education
Fordham University 1984 — 1988
bs, business admin
St. Anthony's High School 1980 — 1984
JP Morgan April 2011 - Present
JP Morgan April 2000 - April 2011
UBS AG 1992 - 2000
Citibank 1990 - 1992
Skills
Fixed Income, Capital Markets, Investment Banking, Risk Management, Hedge Funds, Credit, Management, Bloomberg, Equities, Derivatives, Prime Brokerage, Securities, Alternative Investments, Credit Derivatives, Financial Markets, Structured Products
Education
Fordham University 1986 — 1990
BS, Finance
Canisius High School 1982 — 1986
Citi January 2014 - Present
Citibank July 2012 - January 2014
Capital One June 2011 - July 2012
Wolford June 2010 - June 2011
O.M.G March 2003 - December 2009
Skills
NMLS Licensed # 851296, Customer Service, Sales Management, Inventory Management, Microsoft Office, Problem Solving, Client Presentation, Presentations, Company Presentations, Sales, Financial Analysis, Budgets, PowerPoint, Management, Microsoft Excel, Team Leadership, Banking, Outlook, Negotiation, Public Speaking, Leadership, Time Management, Strategic Planning, CRM, Retail Banking, Finance, Financial Services
Education
Mount St. Mary's University 2010 — 2012
MBA, Finance
Fordham University 2005 — 2009
BS, Pre-Med Psychology
Public Private Alliance Foundation April 2008 - July 2010
Capital One March 2009 - October 2009
Score June 2005 - June 2009
Citibank January 1970 - April 2000
Citigroup 1970 - 2000
Education
Fordham Gabelli School of Business 1976 — 1978
MBA, Business
Smith College 1958 — 1962
BA, History
JPMorgan Chase Bank N.A. February 2008 - Present
Citibank January 2007 - January 2008
Bank of New York Mellon October 2006 - January 2007
JPMorgan Chase Bank N.A. December 1993 - September 2006
Education
United States Army Command and General Staff College 1994 — 1996
Fordham University 1972 — 1976
BA, History
BNY Mellon November 2012 - Present
Fannie Mae November 2011 - October 2012
Fannie Mae August 2010 - November 2011
Citi November 2004 - August 2010
Citi May 1996 - November 2004
NATIONAL WESTMINSTER BANK/FLEET BANK May 1994 - May 1996
Citibank 1990 - 1994
Citibank 1988 - 1990
Skills
Strategic Financial..., Finance, Expense Management, Outsourcing Management, Activity Based Costing, Project Finance, Performance Metrics, Operational Efficiency, Capital Budgeting, Budget Process, People Development, Team Leadership, Operational Risk, IT Audit, Budgets, Mergers & Acquisitions, PMO, Leadership, Managerial Finance, Program Management, Due Diligence, Management, Analysis, Executive Management, Banking, Business Analysis, Enterprise Software, Risk Management, Strategy, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Hobart and William Smith Colleges 1984 — 1988
BA, Economics
GE Capital February 2012 - Present
Discover February 2006 - February 2012
TD Waterhouse February 2001 - March 2006
Citibank 1997 - 2001
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Information Systems
Zomermaand Management Services, Inc. October 1998 - Present
WellCare Health Plans, Inc. December 2006 - November 2008
WellCare May 2004 - December 2006
WellCare May 2003 - May 2004
Physician Corporation of America February 1993 - September 1997
Citibank May 1986 - January 1993
Education
Fordham Gabelli School of Business 1974 — 1976
MBA, Finance/Operations
Hope College 1968 — 1972
BA, Mathematics, Business Administration
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Reader's Digest April 2002 - Present
Thomson Tax & Accounting February 1999 - May 2002
Citibank July 1993 - January 1999
Sprint April 1990 - June 1993
Education
Fordham University 1985 — 1990
BS, Business Management
GenSpring Family Office International March 2012 - November 2012
RBC Royal Bank June 2008 - January 2012
Citibank 2004 - 2008
UBS Wealth Management May 2000 - March 2004
JP Morgan Asset Management June 1989 - May 2000
Skills
Investments, Wealth, Wealth Management, Private Banking, Financial Advisory, Banking, Risk Management, Asset Management, Corporate Finance, Valuation, Portfolio Management, Financial Planning, Credit Risk, Capital Markets, AML, Derivatives, Asset Managment, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Alternative Investments, Fixed Income, Strategy
Education
Fordham University 1975 — 1979
BA, Economics LIberal Arts
New World Angels May 2011 - Present
Citigroup August 1970 - August 2000
Citibank 1990 - 2000
Skills
Venture Capital, Start-ups, Financial Structuring, Due Diligence, Restructuring, Private Equity, Mergers & Acquisitions, Angel Investing, Corporate Finance, Strategy, Real Estate, Banking, Finance, Corporate Development, Business Strategy, Strategic Planning, Emerging Markets, Financial Modeling, Investment Banking, Strategic Partnerships, Executive Management, IPO, Entrepreneurship
Education
University of South Florida 2011 — 2014
Various Topics
MIT Sloan School of Management 1981 — 1982
SEP, Graduate Business
New School University 1964 — 1967
Fordham Law School 1962 — 1965
JD, Law
Fordham University 1958 — 1961
BS, Economics, political science
Citibank January 1993 - Present
J.L. Butler Real Estate January 1990 - January 1993
Education
Florida State University 1976 — 1985
Multinational Business, Finance
JPMorgan Chase 2011 - Present
Citibank 2004 - 2011
Skills
Banking, Credit, Portfolio Management, Loans, Capital Markets, Commercial Banking, Fixed Income, Credit Risk, Credit Analysis, Risk Management, Equities, Retail Banking, Investment Banking, Credit Cards, Financial Services
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
DeVry University June 2010 - Present
Chase Health Advance May 2009 - May 2010
Citibank November 2004 - March 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Access, Troubleshooting, Time Management, Software Documentation, RightNow, ImageNow, Leadership, Outlook, Data Entry, Critical Thinking, Training
Education
Fontbonne University 1986 — 1990
BA, Deaf Education
DeVry University
Sumitomo Mitsui Banking Corporation / JRI America December 2013 - Present
IBM May 2013 - September 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - September 2012
Bank of America June 2007 - January 2012
U.S. Trust/Charles Schwab April 2000 - June 2007
Citibank April 1995 - April 2000
CJ Data Systems August 1981 - May 1995
Pratt Institute September 1981 - May 1982
Skills
Process Improvement, Asset Managment, SDLC, Disaster Recovery, Securities, Business Analysis, Asset Management
Education
Fordham University
Master of Business Administration (M.B.A.), Finance
Pratt Institute
Master of Science (M.S.), Computer & Decision Science
Pratt Institute
Bachelor of Science (B.S.), Computer Science
GMSW April 2003 - Present
JPMorgan Chase August 1995 - March 2003
Moskowitz Jacobs Inc November 1993 - July 1994
Goldman Sachs July 1993 - October 1993
Citibank September 1992 - June 1993
Towers Perrin August 1990 - August 1992
IMRS March 1989 - July 1990
Skills
HTML, Microsoft Office, C++, Microsoft Word, Windows, C, Java
Education
Rutgers University
B.A, Computer Science
Fordham University
MBA, Finance
Citibank August 2014 - Present
Freelance 2011 - July 2014
The Hamilton Collection 2009 - 2011
Harte-Hanks 2008 - 2009
Website Pros 2006 - 2007
Contract Copywriter and Project Manager 2002 - 2006
Computer Power/ALLTEL Information Services 1994 - 1999
TTI Technologies 1993 - 1994
Experience Prior to 1990 1980 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Editing, Advertising, Newsletters, Marketing, Online Marketing, Copywriting, Proofreading, Direct Mail, Training, Social Media
Education
University of North Florida 1986 — 1988
Master of Arts (M.A.), English Language and Literature, General
Florida State University 1976 — 1980
Bachelor of Arts (B.A.), English, Creative Writing Emphasis
HarborView Capital Management LLC 2010 - Present
Caxton Associates 2003 - 2005
Citibank 1997 - 2001
Bankers Trust 1992 - 1996
Tiger Management 1986 - 1988
Skills
Portfolio Management, Investment Strategies, Risk Management, Foreign Exchange, Foreign Investment, Commodity Markets, Equities, Fixed Income Portfolio..., Global Macro
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), International Finance
The University of Connecticut
Bachelor's degree, Economics
Westchester Jewish Community Services January 2014 - Present
Westchester Medical Center September 2011 - May 2012
St. Vincent's Hospital Westchester September 2010 - June 2011
Citibank 1989 - 1996
Fried Frank 1989 - 1989
Reid & Priest 1987 - 1989
Skills
Group Therapy, Crisis Intervention, Behavioral Health, Medical Social Work, Clinical Counseling, Individual Therapy, Family Treatment, End-of lIfe issues, Palliative Care, Brief Treatment, Dialectical Behavior..., Art Therapy, Bereavement
Education
Fordham University 2009 — 2013
Master of Social Work, Clinical
University of Michigan 1983 — 1987
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies