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
WinVision October 2007 - Present
Rockhurst University / National Seminars Training August 2011 - Present
Workforce Institute September 2008 - Present
Santa Clara University September 2009 - 2014
Citibank January 2001 - June 2007
Skills
Executive Coaching, Leadership Development, Career Management, Team Building, Change Management, Public Speaking, Organizational..., Personal Development, Motivational Speaking, Start-ups, Management Consulting, Employee Training, Training, MBTI, Career Counseling, Job Search Strategies, Time Management, Mergers & Acquisitions, Career Development, Program Management, Interviews, Strategic Planning, Business Strategy, Staff Development, Human Resources, Resume Writing, Succession Planning, Job Search, Leadership, Strategy, Coaching, Conflict Resolution, Analysis, Small Business, Workshop Facilitation, Emotional Intelligence, Job Coaching, Training Delivery, Talent Management, Performance Management, Instructional Design, Management Development, Consulting, Executive Development, Personnel Management, Career Assessment, Organizational Design, Employee Engagement, Organizational..., Culture Change
Education
Santa Clara University 2007 — 2011
Masters, Counseling Psychology - Career Development
University of Phoenix 1993 — 2000
BS, Business Administration
Academy of Leadership Coaching & NLP
Master Certified Coach
U.S. Trust October 2014 - Present
Merrill Lynch August 2014 - October 2014
Merrill Lynch November 2012 - 2014
EDWARD JONES INVESTMENTS April 2010 - November 2012
Bank of America October 2008 - April 2010
Citibank 2006 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services
Education
University of San Diego
BA, Liberal Arts; English & Literature
San Diego State University-California State University
Executive Financial Planning Program
Palms Grill, Inc November 2012 - Present
Palms Grill, LLC February 2009 - Present
ULTA Beauty July 2012 - June 2013
Ukiah Beauty College April 2011 - April 2012
Citibank July 2008 - February 2010
Fun-ky Monkey January 1999 - January 2008
California Federal Bank/CalFed Investments July 1999 - November 2000
Skills
salon management, Sales Management, Corporate Finance, Risk Management, Sales Operations, Customer Service, Customer Acquisition, Customer Retention, Time Management, Organizational..., Chemistry, Political Science, Restaurant Management, Marketing Strategy, Client Education, Retail Banking, Mortgage Banking, Executive Management, Recruiting, Business Development, Leadership, Training, Marketing, Program Management
Education
Ukiah Beauty College 2011 — 2012
Cosmetologist, Cosmetology/Cosmetologist, General
Seika Ryu Martial Arts 2006 — 2010
Kenpo, Muay Boran
Santa Rosa Junior College
Santa Rosa Junior College
Tanana Valley Community College 1985 — 1986
English Language and Literature, General, 4.0
University of Alaska Fairbanks
English Language and Literature, General, 4.0
Lash Group November 2013 - Present
Citibank 2011 - 2013
Arby's Restaurant Group, Inc. January 2005 - December 2011
Best Buy July 2004 - January 2005
Arby's Restaurant Group, Inc. May 2000 - July 2004
Skills
Computer Hardware, Finance, Branch Banking, Banking, Leadership, Teamwork, Loans, Account Reconciliation, Customer Service, Sales, Accounting, Credit Cards, Recruiting, Deposits, Technical Support, Inventory Control, Retail Banking, Credit, Real Estate, Selling, Cash Management
Education
San Francisco State University 2002 — 2011
Bachelor of Science (BS), Business Administration, Finance
South San Francisco High School 1998 — 2002
Bachelor of Science (BS), Finance
Audi Of Downtown La November 2013 - Present
Enterprise Rent-A-Car May 2013 - November 2013
Pasha Fine Jewelry August 2011 - May 2013
Citibank January 2008 - December 2009
Starbucks Coffee December 2005 - March 2007
Skills
Cold Calling, Direct Sales, Outside Sales, Customer Service, Customer Service..., Public Relations, Relationship Marketing, Bilingual, Turkish, Multi Tasking, Great communications..., Audi, Product Specialists
Education
University of California, Irvine 2007 — 2011
Bachelor of Science, Business Administration; International Studies
Santa Monica College
Associate of Arts (A.A.), Economics, Business
San Mateo Credit Union 2013 - 2014
Self 2009 - 2013
Washington Mutual 2006 - 2008
Washington Mutual 1999 - 2005
Citibank 1996 - 1998
Wells Fargo Bank 1986 - 1996
Skills
Retail Banking, Banking, Credit, Credit Analysis, Loans, Finance, Loan Origination, Consumer Lending, Mortgage Banking, Mortgage Lending, Branch Management, Leadership
Education
San Jose State University
Bachelor's Degree, Business Administration - Finance
Xero July 2014 - Present
La Cocina October 2012 - Present
JPMorgan Chase March 2013 - July 2014
Mission Asset Fund July 2010 - March 2013
Citibank December 2008 - July 2010
Bank of America September 2005 - October 2008
Ferrer Insurance Svcs September 2002 - September 2005
Skills
Xero, Business Strategy, Relationship Management, Credit, Small Business, Strategic Planning, Entrepreneurship, Banking, Non-profits, Marketing, Customer Service, Leadership, Nonprofits, Finance, Spanish, Public Speaking, Program Management, Fundraising, Team Management, Strategy, Training, Project Management, Selling, Loans, Coaching, New Business Development, Investments, Financial Analysis, Sales, Mortgage Lending, Management, Social Innovation, Account Management, Financial Services, Social Networking, Start-ups, Community Outreach, Team Building, Program Development, Sales Management, Business Planning, Business Development, Strategic Partnerships, Xero Payroll
Education
San Francisco State University, College of Business 2001 — 2005
BS, Marketing
Lowell High School 1998 — 2003
Oracle June 2015 - Present
Citibank September 2011 - June 2015
Skills
Quantitative Analytics, Financial Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Banking, Microsoft Office, Analysis, Sales, Customer Service, Leadership, Finance
Education
Santa Clara University 2013 — 2014
Master's Degree, Finance
San Jose State University 2008 — 2012
Bachelor's Degree, Business Administration/Finance
Norwegian Cruise Line October 2015 - Present
Bank of America / Merrill Lynch November 2009 - September 2011
Bank of America April 2008 - November 2009
Citibank December 2005 - April 2008
Skills
Loans, Banking, Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Loan Origination, Call Center, Goal-oriented..., effective problem..., Communication, Microsoft Office, Microsoft Excel, Microsoft Word, adobe photoshop, Photoshop, Digital Photography, Clerical Work, Administrative..., Secretarial Skills, Outlook, Call Centers, Computer Hardware, Customer Service
Education
Savannah College of Art and Design 2002 — 2004
Bachelor of Fine Arts, Graphic Design and Advertising
Graphic Design and Advertising at Savannah College of Art and Design
Bachelor of Fine Arts, Graphic Design
Citi April 2014 - Present
Bank of America January 2012 - April 2014
Bank of America August 2010 - January 2012
Bank of America November 2008 - August 2010
Bank of America November 2008 - August 2010
Bank of America August 2004 - November 2007
Citigroup May 2000 - August 2004
Citibank 1996 - 2003
Skills
Financial Services, Risk Management, Credit Cards, Banking, Vendor Management, Credit, Project Management, Banking Center..., Change Management, Leadership, PMP, Management, Cross-functional Team..., Project Planning, Analysis, Business Intelligence, PMO
Education
University of Colorado Boulder 1982 — 1984
Bachelor of Arts (B.A.), Fine and Studio Arts Management, 3.97
San Jose State University 1974 — 1977
Fine/Studio Arts, General
Accenture April 2010 - Present
Accenture Services April 2010 - July 2011
Pearson Education October 2009 - April 2010
Wachovia Bank January 2008 - March 2010
World Savings 2004 - 2006
Citibank 1993 - 1997
Skills
Process Improvement, Business Analysis, Project Management, SDLC, Leadership, Vendor Management, Quality Assurance, Program Management, Change Management, Requirements Gathering, SharePoint, Team Building, Visio, Strategic Planning, Analysis, Testing, Banking, Software Documentation, Business Strategy, Requirements Analysis, Integration, CRM, Business Intelligence, Business Process..., Management, Business Process, Business Requirements, Risk Management, Software Project..., Access
Education
San Francisco State University 1991 — 1993
English Lit, Liberal Arts
Wells Fargo Insurance Services April 2015 - Present
Republic Indemnity December 2013 - April 2015
Patelco Credit Union March 2013 - November 2013
Prometheus Real Estate Group August 2012 - February 2013
Citibank February 2007 - February 2012
Armadillo Willy’s February 2005 - December 2006
Skills
Insurance, Commercial Insurance, Disability Insurance, Marketing, Sales, Financial Analysis, Financial Services, Credit, Customer Service, Management, Microsoft Office
Education
San Jose State University 2005 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
San Jose State University 2004 — 2006
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Bridge Bank January 2015 - Present
City National Bank May 2014 - January 2015
City National Bank March 2012 - May 2014
City National Bank April 2003 - March 2012
Citibank 1993 - 2002
Wells Fargo September 1990 - November 1993
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Working Capital..., Cash Flow, Small Business Lending, New Business Development, Cash Management, Small Business, Relationship Management, Treasury Management, Sales, Credit, Management, Banking, Financial Services, CRM
Education
Santa Clara University 1987 — 1990
BS, Economics
Bank of America January 2008 - Present
Bank of America May 2005 - January 2008
Citibank May 2003 - May 2005
Skills
Loans, Banking, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Small Business Lending, Commercial Banking, Mortgage Banking, Commercial Lending, Credit Analysis, Cross Selling, Branch Management, Credit Cards, Risk Management, Relationship Management, Refinance, Credit Risk, Deposits, Branch Banking, Financial Services, Customer Service, Investments, Wealth Management, Operational Risk..., Operational Risk, Sales, Team Building
Education
San Francisco State University 2003 — 2005
Bachelor of Science (B.S.) ., Coporate Finance, Fincial Service and Banking
Citibank June 2015 - Present
Bank of America December 2013 - June 2015
ATT - MyWireless December 2012 - November 2013
Sprint - American Wireless March 2010 - January 2012
Skills
My greatest and most..., Telecommunications, Telephony, T1, VoIP, IP, Wireless, GSM, DSL, Fiber Optics, 3G, Ethernet, SDH, Avaya, SIP, ISDN, Transmission, Unified Communications, Broadband, Voice Mail, Optical Fiber, Mobile Devices, LTE, Mobile Technology, Mobile Communications
Education
San Diego City College 2010 — 2015
Child Development
US Bank November 2013 - Present
US Bank December 2007 - October 2013
Citibank December 2000 - March 2005
Skills
Banking, Loans, Financial Analysis, Credit, Financial Modeling, Microsoft Excel, Wealth Management, Retail Banking, Microsoft Office, Leadership
Education
San Francisco State University 2006 — 2012
Bachelor's degree, Finance, General
Target February 2015 - Present
Citibank November 2012 - February 2015
World of Charms, Inc January 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Access, Data Entry, Sales, Leadership, Teamwork, Time Management, Team Leadership, Social Networking
Education
San Francisco State University 2010 — 2014
Bachelor of Science (B.S.), Business: Management
South San Francisco High School
First Republic Bank January 2013 - Present
Bank of America May 2011 - December 2012
HSBC November 2007 - April 2011
Citibank August 2005 - November 2007
MetLife Financial Services August 2004 - August 2005
Skills
Wealth Management, Securities, Financial Planning, Credit, Series 7, Investments, Portfolio Management, Mortgage, Mandarin, Customer Relations, Series 66, Mortgage Lending, Customer Service, Loans, Retail Banking, Strategic Financial..., Banking, Investment Advisory, Relationship Management, Private Banking, Cross Selling, Commercial Banking, Credit Analysis, Consumer Lending, Financial Services, Credit Risk, Finance, Small Business Lending, Commercial Lending, Management, Professional...
Education
San Francisco State University, College of Business 1998 — 2003
BS
Wallenberg HS
Zions Bancorporation July 2015 - Present
Especially Cakes April 2013 - Present
Comerica Bank October 2014 - July 2015
BNI 2013 - 2013
Mutual of Omaha Bank October 2011 - 2013
Central San Diego Black Chamber of Commerce 2012 - 2012
CITIBANK March 2010 - September 2011
Wells Fargo Bank August 2007 - March 2010
USE Credit Union June 2004 - August 2007
San Diego Urban League Young Professionals 2005 - 2007
Skills
California Notary, Securities, Insurance, Loans, Banking, Mortgage Lending, Commercial Banking, Deposits, Branch Banking, Credit, Small Business Lending, Commercial Lending, Customer Service, Sales, Real Estate, Loan Origination, Mortgage Banking, Budgets, Team Leadership, Coaching, Financial Analysis, Investments, New Business Development, Notary Public, Business Development, Management, Baking, Business Operations
Education
San Diego State University-California State University 1993 — 1998
B.A, Sociology
Expedia, Inc. 2013 - September 2013
Fenox Venture Capital April 2012 - August 2012
Buongiorno October 2010 - November 2011
Merrill Lynch May 2008 - August 2008
Citibank July 2007 - March 2008
Skills
Investments, Mobile Devices, Venture Capital, Entrepreneurship, Finance, Emerging Markets, Start-ups, Financial Modeling, Financial Analysis, Corporate Finance, Strategy, Business Development, Due Diligence, Private Equity, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Business Planning, Strategic Financial...
Education
Santa Clara University 2007 — 2010
BS, Economics
Santa Clara University - Leavey School of Business 2007 — 2010
BSC, Finance
Independent Contractor October 2014 - Present
Sterne School October 2009 - Present
LinkedIn June 2013 - September 2014
Bechtel Corporation November 2006 - May 2013
Enterprise Learning Associates January 2006 - November 2006
Convergys (formerly DigitalThink) February 2003 - October 2005
Private Practice, Education and Learning Services June 1999 - June 2003
Apple Computer 1986 - 1991
Citibank 1985 - 1986
Bank Of America 1984 - 1986
Skills
Instructional Design, Needs Analysis, Curriculum Design, Captivate, Program Management, ADDIE, E-Learning, Blended Learning..., Performance Consulting, Vendor Management, Adult Education, Non-profits, Blended Learning, Knowledge Management, Consulting, Instructor-led Training, Project Management, Training, Change Management, Learning Management, Coaching, Leadership, Software Documentation, Learning Management..., Training Delivery, Strategy, Technical Training, Performance Management, Management, Onboarding, Performance Improvement, Team Building, Workshop Facilitation
Education
San Francisco State University
MA, Educational Technology
University of California, Santa Barbara
B.A., Developmental Psychology
Jurewitz Law Group September 2014 - Present
Liljegren Law Group July 2013 - September 2014
Citibank 2012 - July 2013
Haines Law October 2012 - January 2013
Hillel of San Diego August 2011 - May 2012
Hillel of San Diego January 2010 - May 2010
Skills
Retail Banking, Commercial Banking, Consumer Lending, Branch Banking, Core Banking, Deposits, Organization, Communication, Customer Service, Team-oriented, Leadership, Finance, Legal Writing
Education
University of San Diego 2012 — 2013
Paralegal
San Diego State University-California State University 2008 — 2012
Bachelor of Arts (BA), English
San Diego State University-California State University 2008 — 2012
Associate's degree, Spanish Language
Principal Financial Group January 2014 - Present
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Kickstarter 2014 - 2015
Principal Financial Group March 2012 - January 2014
Principal Financial Group December 2011 - March 2012
Xceed Financial Credit Union November 2010 - February 2012
Wachovia, A Wells Fargo Company June 2008 - November 2010
Citibank April 2005 - June 2008
American Express Financial Advisors 2004 - 2005
Skills
Series 7, Series 66, Retirement Planning, Financial Planning, Investments, Estate Planning, Mutual Funds, Management, Team Leadership, Leadership Development, Investment Management, Sales Management, Sales Process..., Wealth Management, Strategic Financial..., Portfolio Management, Uniform Combined State..., Asset Allocation, Series 63, Finance
Education
San Jose State University 2002 — 2005
Bachelor's degree, Finance
The American College
Currently working towards obtaining CLU Certification
Lending Club July 2013 - Present
Citibank August 2012 - June 2013
Trulia December 2011 - July 2012
Skills
Account Management, Cold Calling, Salesforce.com, Strong Communication..., Inventory Control, Sales Process, Lead Generation, Selling, Time Management, Customer Service, Sales
Education
San Francisco State University 2007 — 2011
Bachelor's in Science, Corporate Finance
Yuba City High School 2004 — 2007
General Education
Fliptop Acquired by LinkedIn December 2014 - Present
Google September 2012 - October 2014
Just Media, Inc. June 2008 - August 2012
Alpha Innotech 2007 - 2008
Lockheed Martin 2005 - 2006
Citibank June 2003 - August 2004
Skills
B2B, Digital Media, Marketing, Online Advertising, Lead Generation, Digital Strategy, Social Media Marketing, Web Analytics, Account Management, Integrated Marketing, Social Media, Marketing Strategy, Marketing Communications, CRM, Market Analysis, Online Lead Generation, CPL, English, Spanish, MS Excel & MS Powerpoint, Excellent verbal &..., Fluent English, written Spanish, Attention To Detail, Collaborative, Manage Client..., Salesforce.com, Client Services, Media Buying, Machine Learning, Marketo, Sales Process, Customer Lifecycle..., Media Planning, Lifetime Value, Solution Selling, Creative Solutions, Customer Relations, Customer Retention, Relationship Development, Digital Marketing, Online Marketing, Email Marketing, Management, Mobile Marketing, Strategic Partnerships, Sales, Business Development, Social Networking
Education
San Francisco State University 2003 — 2008
B.S, Marketing
Morgan Stanley Smith Barney February 2011 - Present
Citibank June 2009 - January 2011
Cypress Semiconductor June 2007 - April 2009
Education
San Francisco State University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Jacobs September 2013 - Present
KBR, Inc. August 2011 - September 2013
NCCER (National Center for Construction Education and Research) July 2007 - August 2011
Environmental Services & Permitting, Inc June 2005 - July 2007
Balanced Books by Becky, Inc. January 2005 - May 2005
Law Offices of Holden, Rappenecker, Eubank & Mills, PA June 2000 - December 2004
Citibank September 1997 - August 1999
Skills
New Business Development, Database Administration, Microsoft Office, Public Relations, Data Analysis, Workforce Development, Project Coordination, Public Speaking, Project Management, Contract Management, Employee Training, Program Management, Event Planning, Human Resources, Leadership, Training, Proposal Writing, Supervisory Skills, Project Planning, Construction Safety, Management, Employee Relations, Strategic Planning, Customer Service, Team Building, Organizational..., Budgets, Construction, Nonprofits, Operations Management, Construction Management, Leadership Development, Change Management, Access, Microsoft Excel, Policy, Research, Personnel Management, Government, Community Outreach, Recruiting, Marketing, Staff Development, Analysis, Team Leadership, Administration, Contract Negotiation, Process Scheduler, Outlook, New Hire Orientations
Education
University of Florida - Warrington College Of Business 2002 — 2005
Major: Business Administration / Minor: History
Santa Fe College 1999 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Liberty Tax Service January 2015 - Present
Private 2015 - 2015
The Corn Flower LLC February 2010 - February 2014
AJs Fine Foods 2010 - 2010
Coca - Cola January 2004 - November 2004
Halliburton- Landmark Graphics, Mexico January 2001 - June 2003
Citibank January 1996 - December 1998
Skills
Food, Culinary, Food Service, Culinary Skills, Spanish, Catering, English, German, Menu Development, Wine, Cooking, Food & Beverage, Restaurants, Hospitality, Event Management, Budget, Strategic Planning, Event Planning
Education
ServSafe - National Restaurant Association 2010 — 2010
License exp. 2015, Food Management
Scottsdale Community College 2008 — 2010
Certificate, Culinary Arts
Universidad del Valle de México 2000 — 2000
Marketing Diploma, Small Business
Universidad La Salle, A.C. 1991 — 1996
Bachelor of Science in Accounting, Administration
Payment Software Company, Inc. (PSC) March 2008 - Present
Citibank 2007 - 2008
Digidesign 2005 - 2006
Skills
Project Management, Customer Service, Salesforce.com, Risk Management, Product Management, Relationship Management, Budgets, Vendor Management, Information Security, Process Improvement, Project Planning, PCI DSS, Sales
Education
San Jose State University 2003 — 2006
BS, Business Administration, Marketing
University of New Orleans 2001 — 2003
Marketing
The Halby Group, Inc. January 2014 - Present
Nautilus Advisors June 2013 - Present
New England Securities June 2008 - June 2013
Citibank July 2006 - May 2008
Nordstrom 2005 - 2006
Skills
Personal Financial..., Retirement Planning, Employee Benefits, Qualified Retirement..., Securities, Group Insurance, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Financial Advisory, Finance, Insurance, Portfolio Management, Investments, Wealth Management..., Wealth Management, Strategy, 401k, Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Business Administration, Financial Services
Citibank July 2012 - Present
Opes Advisors February 2012 - July 2012
MetLife Home Loans May 2011 - January 2012
Citibank January 2003 - May 2011
Investment Advisory Firms January 1999 - January 2004
Tamalpais Bank April 2001 - April 2003
Brad Peery Capital, Inc. January 1999 - January 2001
Chevron June 1987 - June 1992
U.S. Congress, House of Representatives January 1978 - December 1982
Skills
NMLS #643661 RE License..., Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, FHA, Banking, Investments, Loan Origination, Underwriting, Credit Analysis, Real Estate Economics, Real Estate, Residential Mortgages, Financial Analysis, VA loans, Finance, First Time Home Buyers, Leadership, Due Diligence
Education
Santa Clara University 1984 — 1986
MBA, Finance
The George Washington University 1978 — 1980
BA, International Relations & Economics
The American College In Paris, France 1975 — 1978
Associate of Arts (AA), Art History
Shadow Mountain Partners, LLC 2010 - Present
LexisNexis 2006 - 2009
JPMorganChase 1998 - 2004
Citibank, Latin America 1995 - 1998
Chase 1993 - 1995
Citibank 1990 - 1993
First Deposit Corporation (Providian) 1986 - 1990
Skills
Analytics, Credit Cards, Customer Acquisition, Direct Marketing, Segmentation, Financial Services, Strategy, Budgets, Enterprise Software, Portfolio Management, Leadership, Integrated Marketing, Product Development, Marketing Strategy, Strategic Partnerships, Executive Management, Change Management, Marketing, CRM, Marketing Communications, Brand Development, Customer Experience, Product Marketing, Team Management, Business Development, Product Management, Management, Market Planning, Mergers & Acquisitions, Sales, B2B Marketing, Financial Inclusion, Team Building, Lead Generation, Microfinance, Start-ups, Multi-channel Marketing, E-commerce, Marketing Management, Cross-functional Team..., P&L Management, Database Marketing, Market Research, Public Relations, Salesforce.com, Email Marketing, B2B
Education
San Francisco State University
MBA, International Business
University of North Carolina at Chapel Hill
BA
Wells Fargo Bank June 2010 - Present
Treasure State Bank 2006 - July 2010
US Bank 2004 - 2005
First Interstate Bank 2001 - 2003
JP Morgan Chase 1994 - 2000
Citibank 1989 - 1994
The Chase Manhattan Bank 1983 - 1988
Skills
Liquidity Management, Portfolio Management, Risk Management, Credit, Hedge Funds, Banking, Equities, Securities, Investments, Strategic Planning, Financial Risk, Insurance, Derivatives, Commercial Banking, Cash Management, Investment Management, Financial Services, Finance, Wealth Management, Loans, Series 7, Strategy, Financial Advisory, Financial Structuring, Management, Financial Analysis
Education
San Francisco State University, College of Business 1978 — 1981
Bachelor of Science, Finance, Economics
Citibank 1997 - Present
Chase (Washington Mutual Bank) 1995 - 1997
Chase (American Savings Bank) 1990 - 1995
Skills
Loans, Sales Management, Customer Service, Performance Management, Leadership Development, Operational Excellence, Sales, Cross Selling, Coaching, Small Business Lending, Relationship Management, Team Building, Recruiting, Risk Management, Leadership, Credit, Training, Consumer Lending, Portfolio Management, Strategy, Team Leadership, Insurance, Operations Management, Financial Services, Credit Risk, Retail Banking, Commercial Banking, Management, Banking, Branch Banking, Commercial Lending, Finance, Loan Origination, Credit Analysis, Mortgage Lending
Education
Holy Names University 1999 — 2002
MBA, Management
San Francisco State University 1989 — 1994
BS, Business Administration
CDC Small Business Finance July 2015 - Present
Business Finance Capital June 2012 - July 2015
Citibank June 2007 - February 2011
Ameriprise Financial Services, Inc. June 2005 - December 2006
Skills
Banking, Financial Analysis, Financial Services, Credit, Underwriting, Microsoft Office, Financial Statements, Credit Analysis, Customer Service, Microsoft Excel, Relationship Management, Loans, Sales, SBA 504, Finance, Wealth Management, Outlook, Financial Reporting, Loan Compliance, Strategic Financial..., Accounting, Salesforce.com, Microsoft Word, Real Estate, Budgeting
Education
San Diego State University-California State University 1999 — 2004
Bachelor's Degree, Business Administration, Finance
Dynamic Sport and Social Club February 2011 - Present
Citibank June 2008 - March 2011
Skills
Sports, Event Management, Promotions, Finance, Facebook, Social Media, Social Media Marketing, Marketing, Sports Marketing, Sales
Education
Santa Clara University 1999 — 2003
BS, Finance
Union Bank January 2014 - Present
Union Bank October 2012 - January 2014
Union Bank July 2010 - October 2012
Wells Fargo Bank April 2010 - July 2010
Wachovia, A Wells Fargo Company March 2008 - April 2010
Citibank November 2002 - February 2008
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Credit, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Wealth Management, Lines Of Credit, Investments, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Notary Public, NMLS Licensed, Finance, Financial Analysis, Sales, Cross Selling, Portfolio Management, Financial Risk
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS)
Citibank May 2007 - Present
GMAC Mortgage May 2006 - January 2007
Wells Fargo Home Mortgage April 2005 - May 2006
Education
San Jose State University 1996 — 2004
Computer Engineering/Business
PlayVox May 2015 - Present
8x8, Inc. April 2011 - May 2015
8x8, Inc. June 2010 - April 2011
San Francisco 49ers February 2009 - January 2010
San Jose SaberCats September 2006 - January 2009
San Jose SaberCats January 2006 - September 2006
Citibank August 2000 - November 2005
Skills
Cold Calling, Lead Generation, Sales Process, Selling, Account Management, Direct Sales, CRM, Event Planning, Microsoft Excel, Customer Satisfaction, SaaS, Salesforce.com, New Business Development, B2B, Customer Service, Sales Management, Microsoft Office, VoIP, Sales, Cloud Computing, Needs Analysis, Product Demonstration, Negotiation, Closing Business
Education
San Jose State University 1997 — 2000
Superior Health Plans August 2014 - Present
JPMorgan Chase April 2010 - August 2013
WaMu/Chase September 2008 - November 2009
Citibank 2007 - 2008 March 2003 - August 2008
Citibank March 2003 - August 2008
Heritage Insurance Managers, Inc January 1991 - January 2002
Skills
Highly detail oriented, Communication Skills, Problem Solving, Data Entry, Banking, Auditing, Microsoft Office, Leadership, Policy Analysis, Performance Management, Sales, Risk Management, Insurance, Customer Service, Call Center, Process Improvement
Education
San Antonio College 1998 — 1999
General Studies
San Antonio College
General Studies
NEFCU October 2012 - Present
Positive Promotions August 2011 - June 2012
Citibank May 2001 - February 2010
Citibank March 1999 - May 2001
Citibank January 1997 - March 1999
Citi April 1995 - January 1997
Citibank September 1986 - April 1995
Skills
Market Research, Banking, Financial Services, Investment Banking, Credit, Risk Management, Analytics, Credit Cards, Strategic Planning, Business Strategy, Portfolio Management, Business Process..., Customer Service, Direct Marketing, Strategy
Education
Sarah Lawrence College
BA, Communications & Theater/Psychology
ASAP Appraisals June 2012 - September 2012
CitiBank May 2011 - January 2012
Skills
Health, Medical Assisting, Customer Service, Data Entry, Cash Management, Banking, Credit, Deposits, Outlook, Microsoft Excel, PowerPoint
Education
San Jose City College 2010 — 2014
Student, Clinical Medical Assistant
Dzerzhinskii Polytechnical Institute 2004 — 2008
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Citibank February 2009 - July 2012
Wachovia February 2007 - December 2007
World Savings Bank May 2006 - February 2007
World Savings Bank November 2004 - May 2006
World Savings Bank October 2002 - November 2004
World Savings Bank January 2002 - October 2002
World Savings January 2001 - January 2002
Skills
Leadership, Training, Recruiting, Management, Leadership Development, Human Resources, Coaching, Employee Engagement, Sales, Sourcing, Banking, Project Planning, Team Building, Customer Service, Sales Operations, Hiring, Time Management, Performance Management, Teamwork, Mergers & Acquisitions, Interviews, Finance, Vendor Management, Employee Relations, Business Development, Strategy, Talent Management, CRM, Executive Management, Relationship Management, Risk Management, Financial Services, Credit, Call Centers, Talent Acquisition
Education
San Francisco State University 1992 — 1996
BS
Citibank August 2012 - Present
Metlife Home Loans June 2011 - January 2012
Wells Fargo Bank - Builder Division December 2008 - June 2011
Bank of America October 2006 - December 2007
Countrywide Home Loans July 2006 - November 2007
PREMIER Real Estate Financial Services May 1992 - June 2006
Skills
FHA, Sellers, Banking, Refinance, Loans, Mortgage Banking, Customer Service, Short Sales, VA loans, First Time Home Buyers, Strategic Planning, Down Payment Assistance, Real Estate, Negotiation, Mortgage Lending, Credit, Loan Origination, Investment Properties, Residential Mortgages, Team Building, Real Estate Financing, Investments, USDA, Contract Negotiation, Sales, FHA financing, Certified Mortgage..., Residential Homes, Reverse Mortgages, Commercial Lending, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Analysis, Finance, Government Loans, Foreclosures, Home Equity Lines of..., Home Equity Loans, Investors, Loan Servicing, Loss Mitigation, Mortgage Marketing, Mortgage Servicing, Mortgage Underwriting, Real Estate Economics, Real Estate Transactions, Referrals, Underwriting, Selling
Education
San Jose State University 1988 — 1990
B.S. International Business, European Studines
Leland High Scool 1977 — 1978
General Education, Class of 1978
LPL Financial, Member FINRA/SIPC December 2013 - Present
Met Life August 2010 - December 2013
EBS Group April 2008 - July 2010
Corinthian Wealth Management January 2005 - January 2008
Citibank March 2002 - December 2004
Sony Electronics September 1998 - January 2002
Mitsubishi Electronics August 1995 - August 1998
Skills
Retirement, Insurance, Financial Services, Estate Planning, Finance, Securities, Wealth Accumulation, Financial Risk, Marketing, Tax, Investments, Retirement Planning
Education
San Jose State University
BA, Economics
San Jose State University
MBA, Marketing
Pharmacists Mutual Insurance Company September 2014 - Present
Marsh & McLennan Companies January 2012 - September 2014
Member Insurance Agency September 2011 - January 2012
Farmers Insurance Group of Companies May 2011 - September 2011
Marsh Global Consumer August 2010 - April 2011
McDermott-Costa Co., Inc. February 2008 - July 2010
Sentry Insurance July 2000 - February 2008
Citibank December 1993 - July 2000
IKON Office Solutions June 1985 - December 1993
Skills
Commercial Insurance, Sales, Property & Casualty..., Marketing, New Business Development, Insurance, Sales Operations, Workers Compensation, Commercial Lines, Professional Liability, Legal Liability, Employment Practices..., Casualty, Liability, Umbrella Insurance, Casualty Insurance, General Insurance, Underwriting
Education
San Francisco State University 1981 — 1985
B.A., Communications
AuditOne, LLC August 2014 - Present
Bank of Marin March 2010 - July 2014
Redwood Trust January 2007 - December 2008
Capital Servicing 2003 - 2003
Union Bank of California 1995 - 2003
Citibank 1994 - 1995
Bank of America 1987 - 1995
Laventhol & Horwath 1985 - 1987
Education
Santa Clara University - Leavey School of Business 1982 — 1983
MBA, Finance
San Jose State University 1976 — 1980
BA, Economics
Uppsala University
The Camino Experience August 2012 - Present
Hostelling International - Golden Gate Council June 2006 - September 2011
Chase Merchant Services November 2000 - January 2004
BD Auto Detailing 1998 - 2001
mortgage.com September 1998 - November 2000
Citibank June 1990 - September 1997
Casual Corner May 1988 - June 1990
Skills
Training, Leadership, Change Management, Strategic Planning, Personal Development, Coaching, Leadership Development, Public Speaking
Education
San Jose State University 1984 — 1990
BA, Sociology and Psychology, 3.85
Continuing Development
One Trust Home Loans March 2014 - Present
BluFi Lending now Freedom Mortgage July 2012 - March 2014
Citibank May 2011 - July 2012
Magnifund Group July 2008 - May 2011
Countrywide Home Loans April 2006 - July 2008
Center Capital Funding April 1996 - July 2006
Transamerica 1989 - 1996
Skills
Mortgage Banking, FHA, Refinance, Mortgage Lending, Loan Origination, Loans, Sales Management, Marketing, Strategic Planning, New Business Development, Business Development, Sales
Education
San Diego State University-California State University 1983 — 1988
BA, Public Administration
Citi Private Bank 2012 - Present
Orion Capital Group 2011 - 2012
Citibank 2009 - 2011
Paychex 2007 - 2009
Skills
Private Banking, Investments, Industry Research, Financial Analysis, Business Valuation, Corporate Finance, Market Research, New Business Development, Alternative Investments, Valuation, Commercial Banking
Education
Santa Clara University - Leavey School of Business 2011 — 2013
Master of Business Administration, Finance
University of Illinois at Chicago
Bachelor of Science, Marketing and Management
Citibank April 2002 - November 2004
Education
San Francisco State University 2006 — 2008
M.S, Applied Economics
University of Mumbai 2001 — 2004
M.A, Economics
University of Mumbai 1998 — 2001
B.A, Economics
J.B Vaccha High schhol 1986 — 1996
SSC
CB Richard Ellis March 2006 - Present
CBRE Investors 2006 - 2011
Marcus & Millichap Long Beach Office March 2003 - March 2006
Citibank 1997 - 2001
Skills
CBRE Multifamily Broker, 1031 Exchanges, Real Estate, Brokerage, Investment Properties, Disposition, Property Management, Real Estate Transactions, Real Estate Development, Real Estate Economics, Investments, Commercial Real Estate, Leases, Investors, REO, Investment Sales, Sellers
Education
Long Beach State 2005 — 2007
Bachelor of Science (BS), Real Estate
Santa Monica College 1997 — 1999
Associates, Business Administration and Management, General
Crater High School
Kingbridge Conference Centre and Institute January 2004 - Present
Benchmark Hospitality September 1991 - October 2003
Columbia Hospitality August 1996 - October 2001
Citibank March 1986 - August 1991
Doubletree Hotel March 1983 - September 1986
Skills
Event Planning, Hospitality, Hospitality Management, Meeting Planning, Leadership, Employee Training, Time Management, Leadership Development, Hotels, Event Management, Marketing Communications, Social Media, Contract Negotiation, Non-profits, Customer Service, Food & Beverage, Hospitality Industry, Management, Team Building, Start-ups, Resorts, Restaurants, Strategic Planning, Hotel Management, Organizational..., Nonprofits, Coaching, Project Planning, Budgets, Marketing Strategy, Sales, New Business Development, Sales Management, Banquets
Education
Seattle Pacific University 2001 — 2001
Certification, Improving Human Performance
University of Missouri-Columbia 1980 — 1984
Fine Arts
Citibank April 2014 - Present
Northern Trust Corporation December 2013 - February 2014
MassMutual Financial Group - Silicon Valley May 2013 - December 2013
AGI Publishing Inc. dba Valley Yellow Pages June 2012 - May 2013
World Eye Reports May 2010 - December 2011
Citibank March 2008 - April 2010
RadioShack April 2006 - March 2008
Skills
Project Planning, Sales, Microsoft Office, Advertising Sales, Project Finance, Microsoft Excel, Social Networking, Market Analysis, Direct Sales, Budgets, Account Management, PowerPoint, Lead Generation, Excel, Google Docs, Budgeting, Banking, Business Development, Online Advertising, Analysis, Finance, Word, Strategic Planning, Microsoft Word, Advertising, Salesforce.com, Leadership, Private Banking, Account Relationship, Outlook, Negotiation, Life Insurance, Term Life Insurance, Disability Insurance, Financial Analysis, Estate Planning, Expense Management, Long Term Care Insurance, Insurance, Fixed Annuities, Personal Financial..., Pivot Tables, Financial Services, Retail Banking, Branch Banking, Customer Service, B2B, Bank Reconciliation
Education
San Jose State University 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Cornerstone Home Mortgage January 2000 - Present
Republic Mortgage 1995 - 1999
Citibank July 1987 - February 1991
Skills
Mortgage Lending, Real Estate, Refinance, Relocation, FHA, FHA Financing, Loans, Residential Mortgages, VA Loans, Loan Origination, Finance, Mortgage Banking
Education
San Diego State University-California State University
NeuroRestorative Florida January 2011 - September 2011
Convergys 2011 - 2011
Blue Cross Blue Shield of Florida April 2006 - December 2009
National Agents Alliance August 2004 - April 2006
Bankers Life & Casualty January 2004 - August 2004
Citibank January 1998 - January 2003
Diocese of St Augustine August 1995 - June 1997
WJKS-17, Jacksonville, FL 1987 - 1995
AT&T Phone Center January 1989 - January 1994
Brooks Rehabilitation 1991 - 1993
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Public Speaking, Sales Management, Account Management, Advertising, Sales, Marketing Strategy, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Leadership, Insurance, Fundraising, Photoshop, Illustrator, Art, Social Media Marketing, Graphic Design, Team Building, Event Planning, Illustration, Editing, Online Marketing, Logo Design, Teaching, Public Relations, Direct Sales, Facebook, Marketing Communications, Adobe Creative Suite, Creative Direction
Education
Savannah College of Art and Design 1984 — 1987
BFA, Illustration/Video
Bishop Kenny High School 1977 — 1981
High School, High School
St Paul's (!) 1976 — 1977
realfighting.com February 2000 - Present
Shorin Kai International January 2000 - Present
Tokunaga Dance June 2008 - February 2011
BravoKennel.com June 2006 - June 2009
Quickborne.com June 2000 - June 2009
Citibank January 1997 - April 2001
Unitedmedia.com February 2000 - April 2000
National Commercial Mortgage Company January 1998 - January 2000
Tronic Systems, Inc August 1996 - March 1997
Computer Masters December 1993 - January 1996
Skills
Photoshop, Graphic Design, Mac, Social Media, Dreamweaver, Web Design, Film, HTML, QuarkXPress, Troubleshooting, OS X, Illustrator, Illustration
Education
School of Visual Arts 1974 — 1979
BMA, media arts; Illustration
Tangent Real Estate June 2006 - Present
Galaxy Realty September 2003 - June 2006
Tangent Int'l May 1996 - December 2002
Citibank March 1993 - May 1996
Skills
Property, REO, Property Management, Sales, Short Sales, Loans, Mortgage Lending, FHA, Real Estate, Foreclosures, Banking, Investors, Asset Management, Residential Homes, Referrals, Agents, Sellers, Listings, Selling
Education
San Francisco State University 1989 — 1993
Real Estate
AltaSea at the Port of Los Angeles March 2015 - Present
Citibank May 2014 - February 2015
Citibank March 2010 - May 2014
Wachovia Bank July 2008 - February 2010
Wells Fargo Home Mortgage April 2007 - May 2008
Wells Fargo May 2002 - May 2007
Skills
Series 6, Series 63, Mortgage Lending, Sales Management, Loans, Mortgage, Investments, Credit, Asset
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Arts, International Business, Emphasis in Finance, Spanish and Western European culture
Universidad de Valladolid 2001 — 2002
International Business
JP Morgan Chase December 2010 - Present
JP Morgan Chase April 2010 - December 2010
JP Morgan Chase July 2009 - April 2010
JP Morgan Chase October 2008 - July 2009
WaMu September 1999 - October 2008
Citibank July 1999 - September 1999
Wells Fargo Bank July 1996 - July 1999
Skills
Retail Banking, Consumer Lending, Banking, Loans, Small Business Lending, Commercial Lending, Credit, Commercial Banking, Mortgage Lending, Cross Selling, Portfolio Management, Wealth Management, Mortgage Banking, Loan Servicing, Financial Analysis, Refinance, Risk Management, Loan Origination, Credit Analysis, Lines Of Credit
Education
San Francisco State University, College of Business 1994 — 1997
BS, Accounting and Internal Auditing
Skyline College 1992 — 1995
AS, Business Administration
AirGrub August 2015 - Present
Gold Gorilla Studios. January 2013 - Present
Phi Beta Sigma Fraternity Inc March 2006 - Present
Citibank July 2014 - August 2015
Wells Fargo May 2011 - July 2014
Skills
Customer Service, Team Leadership, PowerPoint, Microsoft Word, Critical Thinking, Team Building, Sales, Networking, Project Planning, Training, Access, Social Networking, Microsoft Office, Account Management, Marketing, Recruiting, Leadership Development, Teamwork, New Business Development, Public Speaking, Social Media, Microsoft Excel, Risk Management, Fundraising, Nonprofits, Community Outreach, Event Planning, Management, Policy, Program Management, Public Relations, Social Media Marketing, Entrepreneurship, Mobile Applications, Leadership, Finance, Research, Time Management, Banking, Event Management, Credit, Outlook, Financial Services, Strategic Planning, Loans, Coaching, Project Management, Mortgage Lending, Investments, Teaching
Education
San Francisco State University 2006 — 2011
Political science, Political Economy
San Francisco State University 2005 — 2011
Political Science, Growing markets/ developing markets Finance
Boresha International May 2013 - May 2015
Citibank January 2006 - December 2011
Skills
Training, Project Planning, Leadership, Management, Outlook, Accounting, CRM, Sales, Sales Operations, Consulting
Education
San Francisco State University 2005 — 2007
Bachelors Degree of Science, Business Adminstration Marketing
San Francisco State University
Bachelor of Science, Business Administration; Marketing
U.S. Bank March 2015 - Present
Opus Bank January 2014 - March 2015
Bank of America January 2012 - August 2013
Asian Business Association of San Diego November 2008 - January 2013
JPMorgan Chase March 2010 - January 2012
Citibank July 2007 - March 2010
Union Bank of California March 2003 - July 2007
Western Financial Bank December 2001 - March 2003
Skills
Commercial Banking, Banking, Real Estate, Microsoft Office, Accounting, Credit, Management, Finance, Mortgage Lending, Loans, Commercial Mortgages, Commercial Lending, Business Analysis, Sales Management, New Business Development, Financial Services, Portfolio Management, Underwriting, Customer Service, Investments, Risk Management, Financial Analysis, Small Business Lending, Sales, Loan Origination, Credit Analysis, Entrepreneurship, Marketing, Program Management, Mortgage Banking, Cash Management, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Consumer Lending, Business Development, Refinance, SBA, Relationship Management, Retail Banking, Asset Based Lending, Cross Selling, Wealth Management, Residential Mortgages, FHA, Credit Cards, Branch Management, Deposits, Financial Risk, Credit Risk
Education
San Diego State University-California State University 2003 — 2007
B.S. in Business Administration, Finance & Psychology
San Diego Mesa College 2000 — 2003
A.A./A.S./Business Certificate, Business Administration/Accounting/Liberal Studies
ASI Corporation February 2015 - Present
Citibank October 2010 - July 2012
Crystal Galleria August 2005 - October 2010
Skills
Product Management, Microsoft Office, Outlook, Retail Sales, Banking, Customer Service, Teller Operations, Sales Process, Sales
Education
San Jose State University 2005 — 2008
BS, Hospitality and Recreation Marketing Operations
Zynga June 2011 - Present
New Meridian, LLC. February 2011 - May 2011
Hitachi Solutions America, Ltd. February 2010 - May 2011
New Meridian, LLC June 2009 - January 2010
VIZ Media November 2008 - June 2009
VIZ Media January 2004 - November 2008
Citibank November 2000 - October 2002
Skills
Video Games, Game Design, Japanese, Photoshop, Game Development, Content Management, Editing, HTML, Digital Media, Publishing, Content Strategy, Project Management, JIRA, User Experience, Test Management, Mobile Applications, Quality Assurance, Social Games, Mobile Devices, Mobile Games, Android, Test Cases, Computer Games, DevTrack, Casual Games
Education
San Francisco State University
BA, Industrial Arts & Design
Mt. Diablo Unified School District February 2003 - Present
Pacfic Bell Information Services 1995 - 2001
Citibank 1982 - 1995
Skills
Instructional Design, Educational Technology, E-Learning, Staff Development, Higher Education, Adult Education, Curriculum Development, Process Improvement, Program Management, Research, Career Development
Education
Hayward State
San Francisco State University
Liberal Arts and Sciences/Liberal Studies
Citi January 2015 - Present
Citibank September 2010 - December 2014
Wells Fargo Financial June 2002 - September 2010
Skills
Consumer Lending, Loans, Leadership, Credit, Portfolio Management, Cold Calling, Cross Selling, Recruiting, Mortgage Lending, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Team Building, Coaching, Credit Cards, Sales Management, Management, New Business Development
Education
San Diego State University-California State University 1998 — 2002
BS, Business Administration - Management
Rancho Bernardo High School
CitiBank September 2013 - November 2014
CITIGROUP, INC (BANAMEXUSA) September 2012 - September 2013
JPMorgan Chase September 2010 - July 2012
Skills
Banking, Finance, Payments, Cash Management, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Credit, Loans, Financial Services, Credit Cards
Education
San Diego City College
Accounting
Southwestern College
Accounting
U.S. Bank May 2015 - Present
Citibank April 2009 - March 2015
Wells Fargo August 2004 - January 2008
Skills
Leadership, Relationship Management, Wealth Management, Investments, Securities, Financial Analysis, Finance, Life Insurance, Management, Mortgage Lending, Consumer Lending, Commercial Lending, Retail Banking, Commercial Banking, Credit, Risk Management, Credit Risk, Credit Analysis, Financial Risk, Credit Cards, Fixed Income, Cross Selling, Multilingual, Banking
Education
San Francisco State University
Bachelor of Science in Industrial Technology, Industrial Technology
Citibank December 2000 - Present
Skills
Retail Banking, Risk Management, Mortgage Banking, Mortgage Lending, Credit, Consumer Lending, Loans, Credit Analysis, Residential Mortgages, Loan Origination, Refinance, Credit Risk, Underwriting, FHA, Mortgage Underwriting, Customer Service, Banking
Education
Schoolcraft College
Provident Credit Union September 2012 - Present
Citibank June 2008 - September 2012
Skills
Banking, Retail Banking, Financial Services, Cross Selling, Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Peachtree, Customer Service, PowerPoint
Education
San Jose State University 2006 — 2013
Bachelor of Business Administration (BBA), Accounting
Dr. James J. Romano July 2013 - Present
Kiddom January 2013 - July 2013
Pacific Eye Associates November 2011 - February 2013
PACIFIC EYE ASSOCIATES May 2010 - November 2011
CITIBANK November 2009 - April 2010
JEFF'S JEANS, INC March 2004 - December 2009
FEEL GROUP January 2009 - May 2009
Skills
Speaks English,..., Marketing, Customer Service, Social Media, Management, Sales Management, Market Research, Lead Generation, QuickBooks, New Business Development, Sales, Microsoft Office, SEO,..., Online Marketing, Facebook, Retail, Social Media Marketing, Social Networking
Education
San Francisco State University
Bachelor of Science, Business; Marketing
San Francisco State University, College of Business
Guerrilla Rep September 2010 - Present
The Future Project February 2015 - Present
Youth Speaks Inc. September 2011 - December 2014
Youth Speaks Inc. September 2011 - July 2013
Bindlestiff Studio March 2010 - December 2011
Citibank May 2004 - April 2009
Skills
Community Outreach, Event Planning, Fundraising, Non-profits, Volunteer Management, Public Speaking, Theatre, Nonprofits, Performing Arts, Grant Writing, Organizational..., Management, Social Networking, Event Management, Social Media, Program Development, Editing
Education
San Francisco State University 2002 — 2009
Bachelor of Arts, Asian American Studies
Ameriprise Financial Services, Inc. October 2011 - Present
J.P. Morgan Chase Private Client March 2009 - October 2011
CITIBANK November 2000 - March 2007
Edward Jones 1998 - 2000
Edward Jones 1998 - 2000
Education
Seattle Pacific University 1992 — 1996
Bachelor of Business Administration (BBA), Finance & Business Management
Sphere Lending LLC April 2010 - Present
Pacific Valley Realty March 2010 - Present
PACIFIC VALLEY REALTY February 2010 - Present
Famers and Merchants bank February 2009 - February 2010
Citibank March 2007 - January 2009
Wells Fargo Bank January 2002 - February 2007
Skills
Real Estate, Residential, Investor, Mortgage Lending, Short Sale &..., Short Sales, Foreclosures, First Time Home Buyers, Distressed Property, Investment Properties, REO, SFR, Loans, Mortgage Banking, Property, Residential Homes
Education
California State University-Sacramento 2003 — 2006
Bachelor, Bus, Finance, Science
San Joaquin Delta College 1995 — 1998
AA, Science
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica April 2005 - October 2006
Citibank August 2002 - August 2004
EA Invest Securities, Inc. March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc. December 1999 - October 2000
Charles Schwab 1989 - 1999
Skills
Banking, Relationship Management, Financial Services, Marketing, Marketing Strategy, Direct Marketing, Credit Cards, Strategic Planning
Education
San Francisco State University
Bachelor of Arts (B.A.), Economics
Walgreens Infusion Center April 2014 - Present
McDonald's August 2005 - Present
Taco Cabana January 1997 - August 2011
Citibank September 2008 - December 2009
Skills
Restaurants, Medical Billing, Customer Service, Administrative Work, Ten-key by touch, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry
Education
Kaplan College San Antonio 2010 — 2011
Medical Office Specialist, Medical Office Assistant/Specialist, a
San Antonio College 1983 — 1997
Data Entry/Word Processing Specialist, Data Entry/Microcomputer Applications, c
Sidney Lanier High School 1979 — 1982
diploma
Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
BNY Mellon March 2010 - September 2011
Capital Group February 2007 - March 2010
Capital One March 2006 - January 2007
Citibank March 2004 - February 2006
Citigroup March 2002 - March 2004
iCode December 1999 - April 2002
Skills
QTP, Test Automation, BFSI, Business Process..., Testing, Automation, Quality Center, Test Planning, Test Management, SDLC, Integration, PMP, Software Project..., Agile Methodologies, Business Requirements, Quality Assurance, Requirements Analysis, Resource Management, SOA, Management, Agile Project Management, Business Analysis, Vendor Management, Project Delivery, Software Quality..., Regression Testing, Manual Testing, Requirements Gathering, System Testing, Test Strategy
Education
Sathyabama University 1995 — 1999
B.E, Electronic and communication
St. Bede's Anglo-Indian Higher Secondary School 1990 — 1999
12th
BofI Federal Bank June 2012 - Present
Wells Fargo Bank January 2008 - August 2010
Citibank August 2005 - January 2008
Tijuana Convention and Visitors Bureau (COTUCO) May 2004 - August 2004
Skills
Loans, Credit, Banking, Commercial Lending, Credit Analysis, Capital Markets, Investments, Structured Finance, Enterprise Valuation, Corporate Finance, Leveraged Finance, Financial Analysis, Asset Based Lending, Portfolio Management, Treasury Management, Commercial Banking, Financial Structuring, Loan Origination, Mortgage Lending, Small Business Lending, Credit Risk, Financial Modeling, Financial Risk, Cash Management, Mortgage Banking, Underwriting, Finance, Asset Management, Private Equity, Relationship Management, Fixed Income, Derivatives, Valuation, Due Diligence, Investment Banking, Risk Management
Education
San Diego State University-California State University
BA, International Business
WorkStrategy October 2012 - Present
Green Mountain Coffee Roasters April 2009 - October 2012
Workstream Inc November 2004 - April 2009
Workstream November 2004 - November 2007
Intuit March 2001 - March 2004
PeopleSoft October 1999 - January 2001
Citibank 1984 - 1999
Skills
Business Analysis, Management, Project Management, Program Management, Consulting, SDLC, Process Improvement, Performance Management, Vendor Management, Human Resources
Education
San Jose State University 1983 — 1989
Bachelor of Arts, Journalism
Umpqua Bank February 2013 - Present
Circle Bank 2011 - 2013
East West Bank March 2008 - April 2010
Citibank May 2003 - March 2008
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending, Financial Analysis, Lines Of Credit, Retail Banking, Underwriting, Cash Management, Credit Risk
Education
San Francisco State University, College of Business 1998 — 2003
Bachelor of Science (B.S.), Finance and Banking
George Washington High School
Heritage Bank of Commerce December 2003 - Present
Citibank September 2002 - November 2003
Skills
Team Building, Banking, Operations Management, Microsoft Excel, Event Planning, Risk Management, KYC, Branch Management, Customer Service, Commercial Banking, Leadership, Management
Education
San Jose State University
General/Journalism
California Bank of Commerce March 2015 - Present
Scott Valley Bank November 2011 - March 2015
Scott Valley Bank January 2007 - November 2011
Scott Valley Bank May 2003 - January 2007
City National Bank, formerly Civic Bank of Commerce 2001 - March 2003
Citibank 2000 - 2001
Cupertino National Bank, subsidiary of Greater Bay Bank 1996 - 2000
Downey Saving, fomerly known as Western Federal Savings/Bell Savings July 1986 - July 1994
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Factoring, Loans, Retail Banking, Cash Management, Mergers & Acquisitions, Underwriting, Loan Origination, Credit Analysis, SBA, Banking, Asset Based Lending, Cross Selling, Treasury Management, Financial Analysis, Commercial Mortgages, Microsoft Excel, Lines Of Credit, Business Development, Middle Market, Finance, Financial Services
Education
San Jose State University 1993 — 1996
Bachelors, Business Administration and Finance, Graduated Magna Cum Laude
Orora North America November 2013 - Present
Orora North America January 2015 - 2015
Marfred Industries 1998 - September 2011
Imaging Resources 1995 - 1998
Citibank 1994 - 1996
Norwest Financial / Wells Fargo Fin'l Services 1991 - 1994
Skills
Team Building, Packaging, Purchasing, Food Packaging, Corrugated, Retail Packaging, Product Development, Manufacturing, Supply Chain, Leadership, Negotiation, Management, Business Development, Lean Manufacturing, Pre-press, Marketing, Logistics, Contract Negotiation, Program Management, Operations Management, Flexo
Education
San Diego State University-California State University
BA, Social Science / Bus. Administration
Peoples Mortgage Company October 2014 - Present
Comerica October 2012 - October 2014
Citibank February 2011 - October 2012
Citibank April 2006 - January 2011
First Investors Corporation July 2003 - December 2005
Skills
Loans, Consumer Lending, Series 63, Banking, Credit, Series 6, Mutual Funds, Wealth Management, Mortgage Lending, Portfolio Management, Investments, Retail Banking, Small Business Lending, Credit Analysis, Securities, Strategic Financial..., Commercial Banking, Loan Origination, Commercial Lending, Retirement Planning, Lines Of Credit, Branch Banking, Finance, Leadership
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Arts (BA), Economics
UCOP 2006 - Present
Disability Rights Education and Defense Fund 2003 - 2005
A.T. Kearney 1998 - 2002
The Boston Consulting Group 1994 - 1997
The Boston Consulting Group 1989 - 1994
Citibank 1987 - 1989
Skills
Editing, Research, Proofreading, Content Management, Copy Editing
Education
Scripps College
Bachelor of Arts (BA), History
McLane Company May 2010 - Present
McLane Company May 2009 - May 2010
McLane Company 2004 - 2009
WDE, Inc 2000 - 2004
Citibank 1998 - 2000
Citibank 1998 - 2000
WDE, Inc 1991 - 1998
US Army 1985 - 1989
Skills
Operations Management, Transportation..., Logistics Management, Transportation, Process Improvement, Trucking, Freight, Logistics, Warehousing, Team Building
Education
San Jose State University 2001 — 2003
MBA, Management
State University of New York at Buffalo - School of Management 1999 — 2000
MBA, general
The University of South Dakota 1982 — 1984
Purely Cloud January 2014 - Present
Wells Fargo August 2009 - Present
Redwood Trust 2003 - 2008
United Commercial Bank 2003 - 2003
Atherton Capital Incorporated 2000 - 2002
Union Bank of California 1993 - 1999
LMW & Associates 1991 - 1993
Citibank 1984 - 1991
Skills
Portfolio Management, Asset Management, Risk Management, Property Management, Loan Servicing, Mortgage Lending, Loans, Due Diligence, Securitization, Finance, Commercial Real Estate, Investment Properties, Investments, Credit, Structured Finance, Real Estate Economics, Analysis, Cash Flow, Real Estate, Financial Risk
Education
San Francisco State University, College of Business 1983 — 1988
MBA, Marketing/Finance
Southern Illinois University, Carbondale 1978 — 1980
Master of Science, Health Education
Wilshire State Bank November 2012 - Present
PacWest Bancorp June 2010 - December 2010
Montecito Bank & Trust 2008 - 2009
Triad Financial /RoadLoans.com 2005 - 2007
Countrywide Home Loans 2004 - 2005
Wells Fargo Bank 2002 - 2003
KPMG 1997 - 2002
Citibank 1992 - 1997
Bank of America 1984 - 1992
Skills
Enterprise Risk..., Banking, Financial Risk, Risk Management, Financial Analysis, AML, Credit Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Due Diligence, Operational Risk, Internal Controls, Financial Modeling, IT Audit, Retail Banking, Sarbanes-Oxley, Auditing, Accounting, COSO, CISA, Mergers & Acquisitions, Fraud, Credit, Loans, Finance, Financial Audits, Commercial Lending, Portfolio Management, Commercial Banking, Cash Management, Corporate Finance, SEC filings, Corporate Governance
Education
San Francisco State University 1979 — 1981
MBA, Finance
University of California, Berkeley 1973 — 1977
Nintendo of America November 2007 - Present
Creative Labs June 2007 - October 2007
Creative Labs March 2007 - June 2007
Creative Labs March 2006 - March 2007
Citibank March 2003 - March 2006
Education
San Jose State University 1997 — 2001
ISSD September 2004 - August 2013
Rania's November 2001 - July 2006
Trilogy December 1999 - April 2001
Hewitt Associates January 1998 - December 1999
Hewitt Associates July 1997 - January 1998
Citibank September 1996 - July 1997
M&M/Mars January 1993 - August 1996
Skills
Sales, Project Management, Strategic Planning, Team Leadership, Microsoft Office, Business Development, Team Building, Marketing, SQL, CRM, Program Management, Market Research, Microsoft Excel, Account Management, Access, Leadership, Sales Management, Customer Service, Photoshop, Fundraising, Databases, Digital Photography, Training
Education
San Diego Community College District 2007 — 2008
San Diego State University-California State University 1989 — 1991
BS
San Diego Miramar College 1987 — 1989
AA
Volt Services Group Branch ManagerManpower1997 - 2002
Citibank 1996 - 1997
Manpower 1988 - 1994
Education
San Diego State University-California State University
The Golden1 Credit Union August 2005 - October 2011
Comcast Cable March 2004 - July 2005
Citibank January 1997 - March 2003
Education
San Francisco State University 1979 — 1981
Wells Fargo Bank 1999 - Present
Citibank July 1985 - October 2000
Skills
Team Leadership, Consumer Lending, Banking, Loans, Small Business Lending, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Lines Of Credit, Cross Selling, Mortgage Banking, Loan Origination
Education
School of Visual Arts
Wells Fargo Home Mortgage December 2009 - Present
Citibank January 2008 - March 2010
Harcourt Assessment October 2007 - January 2008
First Horizon Home Loans June 1994 - August 2007
Skills
Microsoft SQL Server, Access, Banking, Crystal Reports, Business Objects, Analysis, Business Analysis, Business Intelligence, Oracle, Visual Basic
Education
The University of Texas at San Antonio 1988 — 1990
Business Admin
San Antonio College 1986 — 1988
No, Business
Lanier High School 1979 — 1983
Marfred Industries December 1998 - Present
Imaging Resources 1995 - 1998
Citibank 1993 - 1996
Norwest Financial / Wells Fargo Financial Services 1991 - 1993
Education
San Diego State University-California State University 1986 — 1991
BA, Social Science, Business Administration
Turnkey Realty July 2013 - Present
Turnkey Realty 2013 - 2013
Bank of the West October 2008 - October 2012
Citibank March 2003 - October 2008
Skills
Real Estate Sales..., Sales, Retail Banking, Residential Mortgages, Investment Properties, Property Management
Education
San Jose State University 1997 — 1999
Citibank March 2014 - Present
Franklin American Mortgage August 2012 - January 2014
JPMorgan Chase March 2010 - August 2012
JPMorgan Chase January 2008 - November 2008
JPMorgan Chase January 2005 - January 2006
JPMorgan Chase January 2003 - January 2005
PPMM January 1999 - January 2002
Bank of America January 1996 - January 2002
Skills
Mortgage Lending, Loans, Management, Marketing, Sales, Banking, Credit Risk, Customer Service, Underwriting, Advertising, Marketing Communications, Software Documentation, Refinance, Loan Origination, Mortgage Banking
Education
San Jose State University 1995 — 1999
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
San Jose State University 1995 — 1999
B.S, Public Relations
Santa Clara Valley Medical Center December 2013 - Present
Santa Clara Valley Medical Center September 2013 - December 2013
Samuel Merritt University June 2011 - June 2012
Element Labs November 2007 - December 2008
Citibank July 2001 - November 2007
Skills
BLS, Hospitals, Nursing, ACLS, Cpr Certified, NIH Stroke Certification, Patient Advocacy, Patient Education, Epic Systems, Leadership, Critical Care, Mental Health, Case Managment, Healthcare, Inpatient, Acute Care, EKG training, Clinical Research, Health Education
Education
Samuel Merritt University 2011 — 2012
ABSN, Nursing, Summa cum laude
San Jose State University 2001 — 2003
Bachelors, Business Marketing
Charles Schwab June 1999 - Present
citibank 1990 - 1998
Education
San Francisco State University 1989 — 1992
Citibank March 1989 - March 2008
Skills
Credit, Loans, Banking, Commercial Banking, Retail Banking, Credit Analysis, Branch Management, Customer Retention, Consumer Lending, Small Business Lending, Commercial Lending, Branch Banking, Cash Management, Customer Service, Mortgage Lending, Financial Analysis, Credit Risk, Private Banking, Loan Origination, Sales, Cross Selling, Risk Management, Credit Cards, Sales Management, Portfolio Management, Relationship Management
Education
San Jose State University 1978 — 1980
Bachelor's degree, Finance and Financial Management Services
California State Board of Equalization April 2009 - Present
Washington Mutual May 1999 - July 2008
Eurekabank 1995 - 1998
Southern California Savings 1991 - 1994
Citibank 1988 - 1991
Citibank 1986 - 1988
Education
San Diego State University-California State University 1981 — 1986
Bachelors, Business Administration - Finance
First Data Corporation September 2009 - April 2010
Citibank March 1996 - February 2009
Citibank 1999 - March 2004
Skills
Leadership, Credit, Commercial Banking, Customer Service, Sales Process, Relationship Management, Loans
Education
San Francisco State University
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
Boston Private Bank & Trust Company September 1993 - Present
Citibank 1978 - 1992
Skills
Banking, Commercial Banking, Loans, Credit, Private Banking, Portfolio Management, Commercial Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Event Planning, Customer Service, Strategic Planning, Underwriting, Cash Management, Microsoft Office, Finance, Real Estate, Microsoft Excel
Education
San Francisco State University 1972 — 1974
B.A., Social Work Education
Bank of America March 1999 - Present
Citibank February 1979 - March 1998
Citicorp/Citibank MasterCard/Visa - Denver Colorado and San Mateo , California 1979 - 1994
Skills
Vendor Management, Credit Cards, Banking, Financial Services, Portfolio Management, Program Management, Call Centers
Education
Santa Clara University 1966 — 1970
BA, Spanish, Latin American History
Chartis Insurance May 2010 - November 2010
Citibank 2007 - 2009
Citibank 2001 - 2006
Citibank 1999 - 2000
Citibank 1995 - 1999
Skills
Process Improvement, Outsourcing, Re-engineering, Project Management, Six Sigma, Banking, Strategy, Financial Services, Risk Management, Program Management, Management
Education
University of Massachusetts, Amherst 1972 — 1975
MAT
Scripps College 1968 — 1972
BA
OED
Sammons Financial Group September 2012 - April 2013
Telesto Group LLC June 2010 - August 2012
ABeam Consulting/NEC Corp. 2009 - 2010
ConnectUs EDV-Beratung GmbH/Ford Motor Company June 2008 - July 2009
Citibank 2005 - 2006
Saudi Aramco 1998 - 2002
Miyazaki International College January 1997 - August 1998
Fulbright Commission - Egypt 1993 - 1996
Peace Corps June 1989 - April 1990
Skills
Change Management, Business Intelligence, Project Management, SAP ERP, SAP, CRM, Strategic Planning, Process Improvement, Training, Business Process, SAP HR, Contract Management, Intercultural Skills, Foreign Languages, Software Documentation, Employee Training, Business Analysis, Business Process..., Integration, SAP R/3, Coffee Roasting, Specialty Coffee, Real Estate Development, Historic Preservation, Stone Carving, Sculpture, Client Relationship..., Change Leadership, Training & Development, Communications Strategy, ESL, Cross-cultural..., Multi-Cultural Team..., Teaching English as a..., English Teaching, Language Teaching, Cultural Diversity, Teacher Training, ERP, Human Resources, Business Process Design
Education
San Francisco State University 1990 — 1993
MA, English (TESOL)
San Diego State University-California State University 1983 — 1988
BA/BA, English/German
Eberhard-Karls-Universität Tübingen 1984 — 1985
German, Linguistics
Citibank Assistant Branch ManagerCitibank1999 - 2010
Skills
Banking Operations, Retail Banking, Branch Management, Core Banking, Cross Selling, Banking, Consumer Lending, Credit Analysis, Credit Cards, Commercial Banking, Loans, Credit
Education
San Jose State University 1985 — 1990
San Francisco Employees' Retirement System September 2008 - Present
Callan Associates Inc. June 2001 - September 2008
CSAA Insurance Group 1999 - 2001
Deloitte May 1998 - September 1999
Vining Sparks, IBG 1997 - 1998
Interstate Johnson Lane 1996 - 1997
American Physician Services Corporation 1993 - 1996
CitiBank 1991 - 1992
Price Waterhouse July 1984 - June 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Seattle University 1979 — 1984
BA, Accounting & Finance
CBRE 2015 - Present
ADMINS, Inc. 2011 - 2014
Citibank 2007 - 2010
Fitcorp 2005 - 2009
The Bay Club Company 2004 - 2005
Skills
Customer Service, Account Management, Professional Services, CRM, Solution Selling, Strategic Partnerships, Product Marketing, SaaS, Strength & Conditioning, Personal Training, Team Building, Product Management, Management
Education
San Francisco State University
Bachelor of Science (B.S.), Kinesiology and Exercise Science
The KISMET Foundation 2014 - Present
Citibank 1990 - 1999
Skills
Advertising, Business Development, Community Outreach, Coordination, Entrepreneurship, Events, Fine Art, Innovation, Journalism, Leadership, Strategic Planning, Renovation, Yachting, Visionary Thinking, Interior Design, Creative thinker, Supporter of the arts, Arts, Marketing Strategy, Marketing Communications, Brand Awareness, Mentoring, Contemporary Art, Photography, Social Media, Public Relations, Social Media Marketing, Online Marketing, Start-ups, Integrated Marketing, Marketing, Strategy, Corporate Branding, Furnishings, Corporate Communications
Education
School of Oriental and African Studies, U. of London 1999 — 2000
Post Grad, Asian Studies/SOAS
Oxford University, Templeton College 1999 — 1999
Business Administration and Management, General
Simmons College 1976 — 1980
BA, Finance/English
Yarmouth High School
Pasco-Hernando State College April 2014 - Present
AAA Auto Club South February 2010 - April 2014
Citibank July 2009 - January 2010
The Tampa Tribune November 2007 - May 2009
University of South Florida June 2007 - November 2007
University of South Florida May 2005 - June 2007
Tampa Theatre January 2005 - June 2007
Skills
Library Science, Research, Marketing Research, Reference, Business Intelligence, Archival Research, Demographic Analysis, Competitive Intelligence, Archives, Library, Special Collections, MRI, History, Online Research, Metadata, Cataloging, Community Outreach, Social Media, Newsletters, Libraries, Collection Development
Education
San Jose State University 2013 — 2015
Graduate Certificate, Digital Archives and Records Management
University of South Florida 2005 — 2007
Masters, Library and Information Science
University of South Florida 2003 — 2005
Bachelor, Communication
US Bank September 2010 - Present
Citibank September 2009 - September 2010
Prospect Mortgage, LLC January 2009 - September 2009
Countrywide/Bank of America February 2008 - November 2008
Bank of America August 2002 - November 2007
Bank of America January 1996 - August 2002
Skills
Banking, Budgets, Business Strategy, Commercial Lending, Credit, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, First Time Home Buyers, Human Resources, Investment Properties, Investments, Lead Generation, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mutual Funds, Portfolio Management, Product Marketing, Real Estate Economics, Refinance, Relationship Management, Real Estate, Retail, Residential Mortgages, Retail Banking, Sales Management, Training
Education
San Francisco State University 1976 — 1980
BS, Business
First Tech Federal Credit Union February 2015 - Present
Citi December 2013 - February 2015
Citibank October 2012 - December 2013
Citibank June 2007 - October 2012
Microtech Systems November 2005 - May 2007
United Airlines March 2001 - August 2004
Skills
Banking, Credit, Retail Banking, Loans, Cross Selling, Relationship Management, Mortgage Lending, Commercial Banking, Financial Services, Small Business Lending, Customer Service, Sales, Operations Management, Employee Training, Leadership, Team Leadership, Finance, Financial Analysis, Investments, Risk Management, Financial Risk
Education
San Francisco State University 2003 — 2007
BS, Hospitality Management
Citibank January 2013 - Present
Borel Private Bank & Trust Company May 2010 - December 2012
Bridge Bank March 2002 - May 2010
Peninsula Bank of Commerce September 1988 - March 2002
Skills
Credit, Banking, Underwriting, Credit Risk, Commercial Lending, Real Estate
Education
Pacific Coast Banking School 2007 — 2009
Banking
San Francisco State University 1981 — 1983
BA, English
Self-Help September 2010 - Present
Mill Valley LiveArts July 2009 - July 2011
Citibank April 2003 - May 2006
Citibank 2000 - 2003
Skills
Sales Management, Leadership, Management, Team Building, Coaching, Banking, Training, Program Management, Marketing, Finance, Loans, Negotiation, Sales, Mortgage Lending, Strategic Planning
Education
San Francisco State University 1990 — 1992
BS, International Marketing
First Republic Bank June 2012 - Present
Citimortgage Inc October 2010 - June 2012
Citibank December 2006 - September 2010
Fashion House and Gift May 2002 - January 2005
Coldwell Banker January 2001 - December 2001
Skills
Banking, Loans, Sales, Customer Service, Marketing, Finance, Import Export
Education
San Francisco State University
Bachelor’s Degree, International Business
Morgan Stanley Private Bank, N.A. February 2014 - Present
Citibank February 2006 - February 2014
Merrill Lynch February 2001 - February 2006
BBVA Compass June 1998 - February 2001
Skills
Loans, Banking, Credit, Credit Analysis, Portfolio Management, Wealth Management, Investments, Financial Analysis, Derivatives, Asset Management, Securities, Series 7, Mergers & Acquisitions, Financial Structuring
Education
San Diego State University-California State University 1985 — 1989
Finance
Citi December 2010 - Present
Citibank July 2007 - December 2010
Citi 2004 - 2006
Skills
Loans, Mortgage Lending, Sales, Banking, Credit, Management, Sales Management, Customer Service, Leadership, Account Management, New Business Development, Process Improvement, Business Development, Business Strategy, Cold Calling, Real Estate, Direct Sales, Marketing, Strategic Planning, Sales Presentations, Retail, Cross-functional Team..., Talent Acquisition, Onboarding
Education
San Francisco State University, College of Business
BS, Business Administration
Interventional Cardiology November 2012 - Present
Gulfafricanbank Kenya limited September 2011 - August 2012
Standard Bank Group December 2008 - July 2011
investment links March 2008 - November 2008
Citibank December 2003 - February 2008
Skills
Credit, Banking, Investments, Credit Risk, Cash Management, Risk, Risk Management, Financial Risk, Strategy, Credit Analysis, Business Planning, Investment Banking, Payments, Management, Leadership, Organizational..., Office Administration, Business Strategy, Office Management, medical billing and...
Education
San Jacinto College 2014 — 2015
CPC Certification
European Business School (EBS) - Cambridge 2010 — 2011
MBA
Florida Funders November 2014 - Present
Bourbon Street Bungalows June 2006 - Present
Startup Quest™ January 2014 - May 2014
Citi August 2010 - August 2013
Citibank February 2007 - August 2010
Northwestern Mutual 2005 - 2006
Interactive Brokers 1998 - 2002
Skills
Banking, Risk Management, Financial Services, Financial Risk, Trading, Capital Markets, Investments, Fixed Income, Process Improvement, Financial Analysis, Options, Portuguese, Global Custody, Microsoft Excel, Life Insurance, Personal Finance, Compliance, OFAC, USA PATRIOT Act, Bank Secrecy Act, Anti Money Laundering, Securities, Corporate Finance, Financial Modeling, Financial Accounting, Finance, Management, Equities
Education
University of South Florida 2003 — 2005
Master of Business Administration (MBA), International Business, Management & Finance, 3.9 GPA
LaSalle Computer Learning Center 2014 — 2015
Microsoft Database SQL Server 2012 and PMP Certifications (2015 Expected), SQL server 2012- Project Management - 2015 Expected
San Francisco State University 2002 — 2003
Business Administration and Management, General
Logix Federal Credit Union November 2013 - Present
Wells Fargo November 2012 - September 2013
Bank of America December 2011 - June 2012
Citibank 2006 - 2006
Skills
Finance, Economics, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Strategic Planning, Business Strategy, Team Building, Spanish, Business Intelligence, Valuation, Banking, Windows, Risk Management, Due Diligence, Technical Analysis, Loans, Credit Analysis, Analysis, Team Leadership, Financial Reporting
Education
San Diego State University-California State University 2008 — 2011
Bachelor of Science (BS), Finance
CIG Financial December 2014 - Present
CIG Financial December 2014 - Present
CIG Financial July 2011 - Present
Citibank July 2008 - July 2011
Citifinancial Auto 2005 - 2008
Fireside Bank January 2001 - May 2005
Morgan Stanley 1994 - 1997
Skills
Credit, Credit Analysis, Loss Mitigation, Retail Banking, Loans, Consumer Lending, Sales, Loan Origination, Underwriting, Loan Servicing, Finance, Credit Risk, Relationship Management, Commercial Lending
Education
San Diego State University-California State University 1988 — 1993
BS, Finance
KPMG US June 2015 - Present
KPMG Brazil October 2014 - April 2015
KPMG Brazil May 2013 - October 2014
KPMG October 2009 - April 2013
KPMG June 2008 - August 2008
CitiBank October 2007 - December 2007
Skills
Accounting, Internal Controls, Revenue Recognition, Financial Reporting, Financial Analysis, External Audit, CPA, Auditing, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science in Commerce, Cum Laude, Accounting
City University of Hong Kong 2008 — 2008
Finance
Apple Jacks Cabin February 2012 - Present
Northwestern Mutual August 2012 - January 2013
Avenue z 2010 - 2011
Citibank July 2007 - August 2008
Marshall Eklund Pilates Studio July 2006 - July 2006
Skills
Risk Management, Insurance, Social Media, Facebook, Team Building, Negotiation, Social Media Marketing, Strategic Financial..., Social Networking
Education
University of San Diego 2011 — 2013
Bachelor's degree, Finance, General
San Diego Mesa College 2006 — 2010
Associate's degree, Business Administration and Management, General
Kilohana Elementry School
Mid Pacific Institute
Molokai High and Intermediate School
Morgan Stanley Wealth Management May 2009 - Present
Merrill Lynch July 1998 - May 2009
Coutts December 1995 - May 1998
Citibank January 1993 - October 1995
Republic Bank August 1986 - September 1991
Bank of America July 1982 - March 1985
Skills
Series 7, Series 63
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Citi June 2007 - Present
Citibank February 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Banking, Analysis, Sales, Teamwork, Risk Management, Leadership, Credit, Event Planning, Finance, Series 63, Private Banking, Series 6, Structured Products, Relationship Management, Team Leadership, Insurance, Marketing Strategy, Marketing Communications, Time Management, Marketing
Education
SFSU 2002 — 2005
Psychology, Cognition
Citibank September 2011 - Present
Fairn and Swanson, Baja Duty Free September 2008 - August 2011
Skills
Computer Proficiency, Foreign Languages, Customer Service, Highly Ambitious, Motivated self-starter, Sales, Cash Handling Experience, Supervising, Organizational..., Highly responsible, Always Punctual, Communication Skills
Education
San Diego State University-California State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Southwestern College 2005 — 2008
Associate's degree, Business Administration and Management, General
Citibank August 2012 - Present
Wells Fargo June 2007 - August 2012
Skills
Loans
Education
San Jose State University 2007 — 2012
Bachelor of Arts (B.A.), Psychology
J.S. Paluch Company, Inc November 2013 - Present
Hendrick Automotive Group March 2011 - November 2013
Bay Area News Group September 2010 - March 2011
AT&T May 2008 - August 2010
Indymac Bank January 2006 - March 2008
Citibank October 2003 - August 2005
Decision One Mortgage January 2002 - October 2003
Loankey Financial August 1999 - January 2002
Citibank July 1998 - August 1999
Bank of the West June 1997 - August 1998
Skills
Automotive, Automobile, Dealers, Customer Retention, Customer Satisfaction, Vehicles, Automotive Aftermarket, Warranty, Sales Process, Sales, Dealer Management, Sales Management, Promotions, Promoters, Marketing, Mortgage Lending, Life Insurance, Investment Banking, Cold Calling, Customer Service, Team Building, Sales Operations, Marketing Strategy, Account Management, New Business Development
Education
San Francisco State University 1994 — 1997
Speech Communication and Rhetoric
Skyline College 1992 — 1997
El Camino High School 1983 — 1986
St Thomas More 1980 — 1982
Citibank February 2015 - Present
Citi December 1999 - Present
Skills
American Sign Language, Coda, Process Management, Financial Services, Data Entry, People Skills, Customer Service, Leadership
Education
San Antonio College
Associate of Arts and Sciences (A.A.S.), Interpreting
Southwest High
Diploma, Communications
Wells Fargo July 2015 - Present
Citibank January 2012 - July 2015
Skills
Banking, Credit, Loans
Education
San Francisco State University
Master of Business Administration (M.B.A.), Finance, General
Apple Inc. April 2013 - Present
Apple Inc. 2008 - 2013
Apple Inc. 1987 - 2008
Citibank July 1985 - August 1987
Education
Trinity College, Dublin 1981 — 1985
Engineer's Degree, Computer Engineering
Trinity College, Dublin 1981 — 1985
Bachelor's Degree, Mathematics
San Jose State University 1989 — 1991
Master of Business Administration (M.B.A.)