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,
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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
TD July 2015 - Present
TD January 2014 - June 2015
Superior Propane March 2012 - November 2013
Superior Propane August 2011 - March 2012
University of Waterloo September 2009 - April 2011
Citibank July 2008 - October 2008
Skills
Data Analysis, Financial Modeling, Financial Analysis, Research, Business Analysis, Financial Reporting, Microsoft Office, SAS Base, Matlab, Quantitative Analytics
Education
University of Waterloo 2009 — 2011
Master, Mathematics in Actuarial Science
Sun Yat-Sen University 2005 — 2009
Bachelor, Risk Management and Insurance
Exelis (formerly ITT and EDO) October 2007 - Present
Citibank October 1996 - September 2007
Parker ESD September 1987 - September 1996
East/West Industries April 1987 - August 1987
Fairchild Republic Co. 1974 - 1987
Skills
Proposal Writing, Engineering Management, Root Cause Analysis, Systems Engineering, Reliability Engineering, Engineering, DoD, Design of Experiments, Testing, Aerospace, Six Sigma, SPC, Lean Manufacturing, Manufacturing, FMEA, Published Author
Education
Stony Brook University 1974 — 1976
Master of Science (M.S.), Applied Mathematics, B
PMP Program Management Software Development Management Global Cross-Functi January 2013 - Present
St. Jude Medical February 2009 - November 2012
Citigroup January 2006 - February 2008
Citigroup January 1997 - February 2006
Citibank January 1992 - December 1996
Citibank July 1983 - December 1991
Skills
Software Project..., Software Program..., SDLC, Software Development..., Iterative Methodologies, Agile Project Management, Scrum, Business Analysis, Analytic Problem Solving, Global Cross-Functional..., PMP, Oracle, Cross-functional Team..., Agile Methodologies, Project Planning, Project Management, Management, Databases, Software Development
Education
State University of New York at Stony Brook
MS, Electrical and Electronics Engineering
Sun Trust Bank 2014 - Present
Citibank July 2010 - Present
Capital One Bank January 2010 - July 2010
Sandy Spring Bank January 2005 - October 2009
HSBC Bank October 2004 - May 2005
Citibank FSB January 1998 - January 2004
Wells Fargo Bank January 1989 - January 1998
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Portfolio Management, Finance, Relationship Management, Investments, CRM, Financial Services, Financial Risk
Education
Delaware County Christian School
Taylor University
BA, Political Science
Compass Group North America November 2011 - Present
Citibank May 2010 - November 2011
IHOP December 2005 - October 2009
Skills
Accounts Payable &..., Payroll, Budgets, Forecasting, Inventory Management, Leadership, Teamwork, Collections, Event Planning, Human Resources, Access, Facebook, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Outlook, PowerPoint
Education
State University of New York at Stony Brook 2008 — 2010
Bachelor of Science (BS), Applied Mathematics, 3.2
Suffolk County Community College 2006 — 2008
Associate of Science (AS), Mathematics, 3.8
at home August 2011 - Present
JPMorgan Chase December 1996 - July 2011
Consultant September 1996 - December 1996
Citibank June 1994 - September 1996
Practicing Law Institute March 1993 - June 1994
Consultant June 1991 - March 1993
Fox-Pitt, Kelton September 1990 - June 1991
Merrill Lynch September 1984 - September 1990
Russell & Company October 1982 - August 1984
Skills
Vendor Management, Business Continuity, Asset Managment, Incident Management, Disaster Recovery, Service Delivery, IT Management, IT Operations, Business Analysis, Program Management, IT Strategy, Process Improvement, ITIL, Hardware, Active Directory, Networking, XP, Servers, Asset Management, Integration, System Administration, Management, Technical Support, Help Desk Support, System Deployment, Training, Infrastructure, Visio, Windows, Access, Databases, Software Documentation, Testing, Software Installation, Security, Data Center, Outsourcing, HP, Leadership, WAN, IT Service Management, PMO, Enterprise Architecture, Information Technology, Project Portfolio..., PMP, Windows XP, Operating Systems, Project Delivery, SLA
Education
State University of New York at Stony Brook 1973 — 1975
B.S, Psychology
Deutsche Bank January 2015 - Present
Experis January 2014 - January 2015
Genesee & Wyoming Inc. March 2013 - December 2013
RailAmerica August 2011 - March 2013
Citibank December 2010 - August 2011
Bank of America Merrill Lynch February 2010 - December 2010
PGA TOUR November 2008 - December 2009
Jacksonville University October 2008 - November 2008
Skills
Customer Service, System Administration, Call Center, Compliance Audits, Active Directory, SharePoint, Windows Server 2003, Windows Server 2008, Windows 7, Microsoft Office, Reports, Resume Writing, Windows Server, Troubleshooting, Project Management, SAP, Information Security, VPN, Visio, IT Service Management, Disaster Recovery, IT Management, Blackberry Enterprise..., ITIL, Access, Windows, Technical Support, Help Desk Support, Microsoft Exchange, Networking, Training, Servers, Citrix, Network Security, Computer Hardware, XP, Data Center, Hardware, Computer Security, Software Documentation, Laptops, Network Administration, Cisco Technologies, Virtualization, Information Technology, DHCP, BMC Remedy, Project Planning, Microsoft Technologies, Operating Systems
Education
PMTI 2012 — 2012
PMI, Certified Associate in Project Management
NEW HORIZON COMPUTER LEARNING CENTER 2009 — 2010
MCSA, Server Administrator
Loyalist Certification Services 2012 — 2012
ITIL Foundation, ITIL v3 certification, A
University of Phoenix 2008 — 2009
Master of Science Degree, Information Systems
ITT Technical Institute 2005 — 2008
Bachelor of Science, Information Systems Security
Tallahassee Community College 1999 — 2004
Associate of Science Degree, Computer Programming/Analysis
JPMorgan Chase Bank November 2014 - Present
Citibank March 2012 - November 2014
Citibank October 2010 - March 2012
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA) Candidate
The University of Connecticut School of Business
Bachelor of Science (BS), Finance
Newlink Group July 2009 - Present
Stanford Group Company November 2007 - December 2008
Citigroup May 2007 - October 2007
Citigroup February 2004 - May 2007
Citibank August 2002 - February 2004
Citibank December 2001 - August 2002
Citibank August 2001 - December 2001
Tapiz Winery (Kendall-Jackson Wine Estates) January 1997 - December 1999
Northumbrian Water January 1995 - December 1995
Skills
Teamwork, Translation, Spanish, Outlook, Social Media, Project Management, Microsoft Office, Event Planning, Administrative..., Networking, PowerPoint, Event Management, Time Management, Corporate Communications, Training, Calendars, Strategic Communications, Blogging, Customer Service, Office Management, Human Resources, Leadership, Management, Interviews, Social Networking, Marketing, Analysis, English, Strategy, Facebook, Press Releases, Public Relations, Project Planning, Social Media Marketing
Education
Stony Brook University 2000 — 2001
BA, Linguistics
Colegio Universitario Central 1984 — 1990
Bachiller en Humanidades, Humanities/Humanistic Studies
Universidad Nacional de Cuyo
N/A, English
Pyramid Technology Solutions January 2013 - Present
Deutsche Bank September 2012 - November 2012
Citibank 2010 - 2012
eDelta Consulting 2009 - 2010
PriceWaterhouseCoopers 2008 - 2009
Protiviti, Inc. 2006 - 2008
JPMorgan Chase & Company June 1999 - April 2006
JPMorgan Chase 2000 - 2006
Arthur Andersen LLP July 1998 - July 2000
Skills
IT Audit, Enterprise Risk..., Governance, SDLC, Risk Management, Staffing Services, IT Risk, IT Governance, Risk, Internal Audit, SAS70, Process Engineering, Disaster Recovery, Business Continuity, IT Strategy, Management Consulting, Change Management, Process Improvement, IT Management, COSO, PMO, External Audit, COBIT, Strategic Planning, Vendor Management, Risk Assessment, Risk Mitigation, SOX, Project Management, Team Management, IT Outsourcing, Resource Management, Program Management, Information Technology, IT Risk Management, Business Development, Business Transformation, Relationship Management, Project Portfolio..., Business Process..., Business Process..., Consulting, Internal Controls, CRM, Outsourcing, Management, Strategy, Auditing, Leadership, Financial Services
Education
Syracuse University 1994 — 1998
BS, I School - The School of Information Studies, Management and Technology
Syosset High School
Syosset High School
HSBC China August 2014 - January 2015
Bank of China Headquarter April 2011 - April 2013
Citibank July 2007 - March 2011
Citibank July 2007 - June 2008
Skills
Sales, Cash Management, Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Project Management, Change Management, Business Analysis, Strategic Planning, Microsoft Word, Loans, PowerPoint, SQL, Negotiation, Portfolio Management, Business Strategy, Accounting, Finance, Management, Training, Corporate Finance, Passed CFA (Chartered..., Passed SOA(Society of..., Financial Transactions, Financial Modeling, Analysis, Trading, Commercial Banking, Forecasting, Treasury
Education
Sun Yat-Sen University 2005 — 2007
Master's degree, Finance
Sun Yat-Sen University 2000 — 2004
BS, Art degree in Economics
Merkle 2013 - Present
IBM Global Business Services 2007 - August 2013
Pfizer Global Pharmaceuticals 2003 - 2006
Unilever 2000 - 2003
Citibank Student Loan Group 1999 - 2000
Citibank Asia Pacific, Singapore 1996 - 1999
Citibank 1993 - 1996
Skills
Cross-functional Team..., Segmentation, Retail, Market Research, Return on Investment, Predictive Modeling, Business Process Design, Loyalty Programs, Targeted Advertising, Analytics, Customer Insight, Database Marketing, Multi-channel Marketing, Relationship Marketing, Marketing Strategy, CRM, Direct Marketing, Thought Leadership, Digital Marketing, Integrated Marketing, Strategy, Competitive Analysis, Customer Acquisition, Global Marketing, Enterprise Software, Business Intelligence, Online Advertising, Marketing, Management, Customer Retention, Leadership, Consulting
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA
Syracuse University 1985 — 1989
BA
Gates Group, LLC August 2014 - Present
Learning as Leadership January 2007 - Present
Learning as Leadership March 2000 - Present
Learning as Leadership March 1994 - Present
Gates Group 1993 - 2000
Blattel Associates 1990 - 1993
Citibank 1984 - 1990
Skills
Leadership Development, Team Building, Executive Coaching, 360 Feedback, Executive Assessment, Leadership Workshops, Workshop Presenter, Organizational..., Emotional Intelligence, Behavior Change, Culture Change, Coaching, Organizational..., Career Development, Feedback, Organizational Change, Personal Development, Organizational..., Conflict Resolution, Public Speaking, Management Consulting, Change Management, Performance Management, Talent Management, Employee Engagement, Business Strategy, Strategic Planning, Mentoring, Team Leadership, Leadership, Training, Executive Positions, Strategy, Workshop Facilitation, Career Counseling, Staff Development, Business Coaching, Succession Planning, Time Management, Workshops, Employee Training, Life Coaching, Executive Management, Executive Development, MBTI, Management Development, Lifestyle Coaching, Career Management, Management, Consulting
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BA, Marketing
Academy of Intuition Medicine®
Master Certification in Intuition Medicine®
Angeles Arrien Four Fold Way
Organizational Leadership
Leadership and Personal Development
Graduate of 4-Mastery Leadership program, Leadership Development
San Francisco Renaissance Entrepreneurship Center
Business Planning, Entrepreneurship
Performance of a Lifetime 2003 - Present
East Side Institute 2003 - Present
JPMorgan Chase 2001 - 2004
Vector Strategic Resources 1998 - 2001
Citibank 1990 - 1998
Skills
Executive Development, Leadership Development, Organizational..., Executive Coaching, Talent Management, Change Management, Coaching, Leadership, Culture Change, Team Building, Public Speaking, Program Management, Management Development, Organizational..., Workshop Facilitation, Strategy, Nonprofits, Management Consulting, Training, Conflict Resolution, Instructional Design, 360 Feedback, Career Development, Human Resources, Emotional Intelligence, Psychology, Staff Development, Presentation Coaching, Personal Development, Career Counseling, Organizational Design, MBTI
Education
Teachers College, Columbia University 1998 — 2001
Masters, Organizational Psychology
University of Delaware - Lerner College of Business and Economics 1986 — 1990
U.S. Trust June 2014 - Present
Citi Commercial Bank May 2011 - February 2014
Citibank March 2010 - May 2011
Santander Bank, N.A. January 2003 - December 2009
Robert Half International November 2001 - January 2003
Robert Half International October 2000 - October 2001
Skills
Business Development, Banking, Financial Analysis, Loans, Commercial Banking, Commercial Lending, Management, Small Business Lending, Financial Advisory, Small Business, Cash Management, Credit, Middle Market, Risk Management, Portfolio Management, Strategic Financial..., Investments, Treasury Management, Credit Analysis, Financial Services, Mortgage Lending, Wealth Management, Deposits, Relationship Management, Finance, Underwriting, Asset Management, Consumer Lending, Credit Risk, Retail Banking, Due Diligence, Securities, Valuation, Financial Planning
Education
Syracuse University
University Student, GPA 4.0, seeks job as Data Center Technican December 2014 - Present
CompuCom August 2013 - December 2014
DsRail, LLC November 2007 - December 2014
DsRail January 2007 - December 2014
DsRail, LLC November 2007 - November 2010
Blue Cross & Blue Shield June 2006 - November 2007
CSC March 2006 - June 2006
Walt Disney Animal Kingdom August 2005 - January 2006
Citibank September 2002 - December 2002
MBNA May 2001 - August 2001
Skills
Transportation, Operations Management, Logistics, Customer Service, Negotiation, New Business Development, Budgets, Shipping, Management, Project Management, Performance Management, ERP, Vendor Management, Pricing, Supply Chain, Recruiting, Cold Calling, Process Improvement, Team Leadership, Employee Relations, Program Management, Sourcing, Analysis, Business Analysis, Microsoft Office, SAP, Human Resources, Microsoft Excel, Training, Telecommunications, Business Planning, Temporary Placement, System Administration
Education
Strayer University 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems with IT Project Management, 4.0 GPA
Mercer County College 1984 — 1987
AAS, Network Administration; Network Administration
Goldman Sachs November 2007 - Present
Product Development Group January 2006 - June 2007
Citibank June 2005 - December 2005
Skills
C++, Java, Oracle, Oracle SQL, Multithreading, Distributed Systems, Object Oriented Design, Design Patterns, Core Java, Algorithms, Agile Methodologies, SDLC, C, Trading Systems, Linux, Web Services, Data Warehousing
Education
State University of New York at Stony Brook 2004 — 2005
Master's degree, Computer Science
Thadomal Shahani Engg College 2001 — 2004
Bachelor of Engineering, Computer Engineering
Joseph Stone Capital, LLC July 2015 - Present
cameo specialty coatings co 2015 - 2015
cameo specialty coatings co 2015 - 2015
cameo specialty coatings co 2015 - 2015
cameo specialty coatings co 2000 - 2015
cameo specialty coatings co 2000 - 2015
cameo specialty coatings co 2000 - 2015
Citibank January 1978 - May 2013
Citibank July 2005 - September 2010
Citibank January 1978 - September 2009
Skills
Real Estate, Credit, Insurance, Trading, Risk Management, Strategic Financial..., Investments, Credit Analysis, Credit Risk, Financial Analysis, Financial Risk, Business Development, Business Development..., Commercial Lending, Finance, International Business..., Investment Properties, Leadership, Loan Origination, Mortgage Banking, Relationship Management, Residential Mortgages, Sales, Underwriting, Small Business Lending, Banking, Management, Loans, Commercial Banking, Portfolio Management, Retail Banking, Financial Planning, Financial Services, Wealth Management, Mortgage Lending, Strategic Planning, Cash Management, Marketing, Asset Management, Mergers & Acquisitions, Commercial Real Estate, Due Diligence
Education
University of Virginia 2000 — 2002
Banking, Banking
Suffolk County Community College 1990 — 2001
associates, banking
Partnering Central Europe Ltd. January 2013 - Present
Invitel January 2012 - May 2012
UPC Hungary September 2008 - November 2011
UPC Hungary February 2006 - September 2008
UPC Hungary February 2005 - February 2006
UPC Hungary September 2004 - February 2005
UPC Hungary February 2001 - December 2002
UPC Hungary February 2000 - February 2001
Citibank March 1999 - February 2000
Skills
Call Centers, Customer Experience, Contact Centers, Telecommunications, Telemarketing, Customer Retention, Call Center, Management, B2B, Outsourcing, Call Center Development, Managed Services, Leadership, CRM, Team Management, Workforce Management, Customer Satisfaction, Unified Communications, IVR, Service Delivery, Sales, Avaya, Broadband, Customer Service, Training, Performance Management, VoIP, Sales Management, Sales Process, Cold Calling, Quality Management, Lean Management, Contact Center..., Telco, Incentive Programs, Key Performance..., Call center start-up, Direct Sales, Customer Acquisition, Sales Operations, B2B2C, ACD, Knowledge Management, BPO, Consulting, Rescue Diver, Social Services, Start-ups, Scuba Diving, Strategic Partnerships
Education
Szent István Egyetem 2005 — 2009
Economist, Business and Social Sciences
Citibank April 2014 - Present
Bank of America June 2005 - April 2014
JPMorgan Chase October 2001 - June 2005
Skills
Management, Performance Management, Sales, Customer Service, Teamwork, Retail Banking, Banking, Customer Satisfaction, Leadership, Coaching, Portfolio Management, Sales Management, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Risk Management
Education
Stony Brook University
Bachelor's degree, English Language and Literature, General
Stony Brook University
Bachelor of Arts (B.A.), English Language and Literature, General
Mitsubishi UFJ Trust and Banking Corp June 2014 - Present
Citibank January 2012 - June 2014
BBCN Bank May 2005 - January 2012
Woori America Bank May 2003 - May 2005
Education
The Risk Management Association 2014 — 2014
Credit Skills Certificate Series, Advanced Operational Risk Management Course
Citibank Commercial Credit College 2013 — 2013
Stony Brook University 1998 — 2002
Bachelors of Science, Business Management
NCR Corporation March 2015 - Present
Diebold September 2014 - February 2015
Diebold, Inc. January 2012 - February 2015
Citibank 1998 - 2011
Citibank 1989 - 1998
Skills
Banking, Portfolio Management, Financial Services, Investments, Wealth Management, Mortgage Lending, Management, Private Banking, Series 7, Sales, Strategic Planning, Mergers & Acquisitions, Marketing, Team Leadership, Credit, Retail, Commercial Banking
Education
Susquehanna University, Weiss Scool of Business 1980 — 1984
BS, Business Management/Finance
Susquehanna University
BS, Finance and Financial Management Services
Comcast Cable August 2013 - Present
Quest Healthcare January 2013 - April 2013
Coachhouse LLC April 2007 - May 2012
DaVita February 2012 - February 2012
The Old Town Music Society June 2004 - June 2011
Citibank June 1997 - November 2002
Pay and Save Drug Store September 1982 - December 1994
Skills
Quickbooks, Microsoft Office, Technology, HIPAA, PowerPoint, Microsoft Word, Digital Imaging, Cost Accounting, CPT, Insurance, Customer Service, Payments, Data Entry, Microsoft Excel, Accounts Receivable, QuickBooks, Sales, Training
Education
Everest College 2011 — 2012
Diploma, Medical Insurance Billing and Coding, 4.0
Westgate Real Estate School 1994 — 1994
Realtor, Real Estate Agent
Tacoma Community College
none, Business/Commerce, General, 3.0
Wilson High School
High School Diploma, High School Studies, 3.33
Citibank January 2010 - Present
HUMANsoft Ltd 2007 - 2010
Vodafone 2004 - 2007
Skills
Telecommunications, Product Management, Sales Management, New Business Development, Business Strategy, Communication Skills, Commercial Banking, Corporate Communications, Credit Risk, Restructuring, Project Management, Teamwork, Account Management, B2B, Business Development, Contract Negotiation, Finance, Management, Marketing, Portfolio Management, Pricing, Relationship Management, Risk Management, Team Management, Procurement
Education
Szent István Egyetem
finance
PennyMac Loan Services, LLC June 2014 - Present
Business Builders of North Florida November 2010 - Present
Academy Mortgage Corporation September 2013 - June 2014
PlainsCapital Bank, Prime Lending Mortgage November 2011 - September 2013
Previous Employer February 2010 - November 2011
Wachovia 2008 - 2009
Option One Mortgage 2004 - 2008
Citibank 1999 - 2004
Mercury Finance/MFN Financial 1994 - 1999
Skills
First Time Home Buyers, Sales Management, Video Email Production, Loans, Mortgage Lending, FHA, Customer Relations, Banking, Mortgage Banking, Customer Service, Underwriting, Real Estate, Coaching, Sales, Refinance, Management, Sellers, Leadership, Credit, Finance, Residential Mortgages, Loan Origination, Business Planning, Relationship Management, USDA, Credit Analysis, FHA financing, VA loans, Commercial Lending, Construction Loans, Referrals, Investments, Financial Services, Real Estate Financing, Investment Properties, Portfolio Management, FHA Financing, Business Development, Short Sales, Residential Homes, Investors, Negotiation
Education
University of Phoenix 2003 — 2005
M.B.A., Business Administration
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
B.S., Marketing
Citigroup, Inc. May 2007 - Present
Citibank May 2007 - Present
Citi 2007 - Present
Citi Group 2007 - Present
Hook It Up, Inc. January 2000 - Present
First Tennessee Bank January 2000 - October 2007
First Tennessee Bank January 2000 - October 2007
First Horizon National Corp 2003 - 2007
First Horizon Home Loans, Corp. 2003 - 2007
First Horizon 2000 - 2007
Skills
Data Center, Cisco Technologies, Network Engineering, Networking, Disaster Recovery, Telecommunications, Vendor Management, Servers, LAN-WAN, Information Security, Juniper, IT Management, Security, SDLC, TCP/IP, F5 BigIP, Firewalls, Network Design, Network Architecture, ITIL, Network Security, Virtualization, WAN, MPLS, Switches, BGP, Routers, VPN, Testing, Routing, OSPF, Cisco IOS, QoS, Cisco Nexus, EIGRP, Network Administration, Juniper Technologies, Business Continuity, Load Balancing, Cloud Computing
Education
Control Data Institiute 1983 — 1987
Technical Certification, Computer Engineering
Tarrant County College 1981 — 1982
Wellnesscreators - Natural Alternative (Homeopathic) to better health June 2000 - Present
John Hassall, Inc March 2003 - May 2005
Washington Mutual Bank August 2002 - March 2003
JOHN HASSALL, INC February 2000 - August 2002
Citibank January 1998 - January 2000
Chase January 1993 - February 1998
Skills
Sales, Sales Management, Customer Service, Customer Satisfaction, Long-term Customer..., Customer Experience, Wellness, Wellness Coaching, Overall Wellness, Networking, Training, Online Marketing, Social Networking, Supplements, Time Management, Entrepreneurship, Social Media, Healthcare, Marketing, Small Business, Account Management, Trade Shows, Team Building, Social Media Marketing, Start-ups, Human Resources, Leadership, Microsoft Office, Budgets, Nutrition, Direct Marketing
Education
American Institute of Banking 1994 — 1996
General Banking Diploma, Supervisory Skills Diploma
Suffolk County Community College 1990 — 1992
BSA/AML ANALYST-CONSULTANT November 2013 - Present
International Air Transport Association (IATA) 2010 - Present
Independent Contractor February 2008 - October 2010
Citibank August 2006 - February 2009
Banco de Chile Miami Branch 2006 - 2009
Banco de Chile August 2006 - February 2008
WACHOVIA BANK N.A. April 2006 - August 2006
Total Bank 2005 - 2005
BANK OF AMERICA January 1998 - January 2004
Bank of America 1998 - 2004
Skills
Mergers & Acquisitions, Project Management, Finance, Banking, CRM, Loans, Financial Analysis, Financial Services, Management, Leadership, Due Diligence, Research, Contract Management, Risk Management, Credit, Customer Service, Spanish, AML, Private Banking, Commercial Banking, Budgets, Microsoft Office, Sales, Operations Management, Microsoft Excel, Change Management, Marketing, Coaching, Accounting, Analysis, Business Analysis, Business Strategy, Portfolio Management, Software Documentation, Business Development, Team Management, Process Improvement, Operational Risk..., Management Consulting, Operational Risk, Retail Banking, Fraud, Business Process..., Financial Risk, Internal Audit, Credit Cards, Enterprise Risk..., Credit Risk, Corporate Finance, KYC
Education
Syracuse University 1985 — 1989
Bachelor of Arts (BA), Psychology
Colegio Marista 1973 — 1985
HS Diploma
Project Management Institute NYC Chapter March 2012 - Present
Project Management Institute March 2012 - Present
The Profit Coach® 2004 - December 2011
Institute of General Semantics 2002 - 2004
JPMorgan Chase 1996 - 2002
The Jewish Home & Hospital [Jewish Home Lifecare] 1992 - 1996
NYU Hospital for Joint Diseases 1982 - 1992
Citibank 1980 - 1982
Republic National Bank 1978 - 1980
Skills
Strategic Planning, Mentoring, Team Building, Microsoft Office 2010, Microsoft Project 2010, Team Leadership, Project Management, Coaching, Financial Sales
Education
Coach U 2002 — 2004
Graduate, Business Coaching
State University of New York at Stony Brook 1974 — 1978
B.S., Computer Science, 3.92
Lafayette High School, Brooklyn, NY 1971 — 1974
Regents Diploma, Academic
JHS 281 Brooklyn, NY 1971 — 1973
Graduated, Science
P.S. 200 Brooklyn, NY 1967 — 1969
Graduated with Honors, General
World Class Management February 2014 - Present
Shinda Management Corp. May 2013 - February 2014
New York Commercial Bank July 2007 - November 2011
New York Commercial Bank Formerly Doral Bank July 2006 - July 2007
Citibank August 2003 - May 2006
Skills
Financial Services, Banking, excellent verbal and..., Administrative..., Accounts Payable, Accounts Receivable, Microsoft Windows..., Dreamweaver, Customer Service, Money Handling, Filing, Spreadsheets, Typing, Administrative..., Mail Sorting, Photocopier, fax, Data Entry
Education
Technical Career Institutes 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Digital Media Arts
Citibank 2002 - Present
Citibank 1989 - 2002
Skills
Commercial Banking, Commercial Lending, Mortgage Lending, Sales, Banking, Credit Analysis, Credit, Portfolio Management, Loans, Financial Analysis, Corporate Finance, Cash Management, Financial Services, Equities, Capital Markets, Risk Management
Education
Stony Brook University 1983 — 1987
AIG August 2013 - September 2014
International Market Recruiters March 2009 - August 2013
Deutsche Bank June 2005 - April 2009
JPMorgan Chase September 2001 - June 2005
Citibank April 1997 - August 2001
TD Ameritrade October 1995 - April 1997
Skills
Fixed Income, Settlements, Swaps, Trading Systems, Euroclear, Equities, Customer Relations, Microsoft Office, Bloomberg, Derivatives, FX, Capital Markets, Trading, Corporate Actions, Credit Derivatives, Equity Derivatives, Securities, Emerging Markets, Fixed Income trade..., Series 7, Series 63, Broadridge/ICI Impact, Private Client Services, Project Management, Allocations, New Account Opening, Compliance, MBS Securities, US Treasuries, Settlement, Asset Allocation, Options, FX Options, Asset Management, Customer Service, Trade Operations, Banking, Finance, Investment Banking, Back Office, Investments, Wealth Management, Securitization, Treasury, Financial Services, Rates, Hedge Funds, Interest Rate..., Portfolio Management, Bonds
Education
Syracuse University 1990 — 1994
Bachelor of Arts (BA), Philosophy
Emerson Jr Sr High School 1986 — 1990
Human Resource Consultants April 2000 - Present
Oxford health Plans January 1997 - March 2000
Nielsen Media Research April 1993 - July 1994
Citibank January 1991 - January 1992
Citibank November 1989 - December 1990
Combustion Engineering June 1987 - November 1989
Merrill Lynch April 1985 - June 1987
Skills
Employee Relations, HR Consulting, Contract Recruitment, College Recruiting, Human Resources, Career Development, Career Counseling, Succession Planning, Temporary Placement, Recruiting, Personnel Management, Management, Talent Management, Deferred Compensation, Organizational..., Performance Management, Talent Acquisition
Education
Teachers College of Columbia University 1984 — 1985
M.A., organizational Psychology
The George Washington University 1980 — 1984
Bachelor of Arts (BA), Psychology
CitiBank February 2006 - Present
Texas Capital Bank March 2003 - February 2006
Texas Capital Bank July 2000 - March 2003
Bank One - Now known as JP Morgan Chase October 1998 - July 2000
Bank One know known as JP Morgan Chase October 1997 - October 1998
Bank One now known as JP Morgan Chase July 1994 - October 1997
Skills
Loans, Credit, Payments, Customer Service, Mortgage, Banking, Compliance, Portfolio Management, Audit, Cash, Risk, Lines Of Credit, Documentation, Commercial Banking, Commercial Lending, Credit Analysis, Real Estate, Consumer Lending, Loan Origination, Process Improvement, Customer Relations, Policy, Problem Solving, Administration, Credit Risk, Auditing, Training, Small Business Lending, Risk Management, Retail Banking
Education
Tarrant County College
New York Life Insurance Company November 2000 - Present
Belifenet April 2000 - November 2000
Lewco Securities November 1999 - April 2000
Citibank August 1998 - November 1999
Commerzbank AG November 1997 - August 1998
Hong Kong Polytechnic University 1990 - 1997
Skills
Enterprise Search, Web Applications, Team Leadership, Content Management, Problem Solving, Insurance, Python, Shell Scripting, Social Media, Requirements Analysis, Integration, HTML, Data Center, Disaster Recovery, System Deployment, Microsoft SQL Server, Google Analytics, Management, Microsoft Exchange, Solution Architecture, SharePoint, SQL, Project Management, Enterprise Architecture, Strategy
Education
State University of New York at Stony Brook
Bachelor of Engineering, Electrical Engineering
State University of New York at Stony Brook
Master of Science, Electrical Engineering
K&H Group September 2013 - Present
K&H Group October 2011 - September 2013
GE Capital May 2010 - April 2011
GE Capital September 2006 - August 2010
The Goodyear Tire & Rubber Company October 2001 - September 2006
Citibank 1998 - 2000
British American Tobacco 1992 - 1998
Skills
Automotive, Business Strategy, Strategy, B2B, Management, Business Development, Key Account Management, Sales Management, New Business Development, Project Management, Negotiation, FMCG, Account Management, Budgets, Retail, Banking, Sales Process, Team Management, Operations Management, Pricing, Marketing, P&L Management, Selling, Marketing Management, Business Planning, Forecasting, Change Management, Sales Operations, Management Consulting, CRM, Product Management, Competitive Analysis, Marketing Strategy, Sales, Team Leadership, Leadership, Coaching
Education
GATE GTK 1987 — 1992
Master’s Degree
Custom Designed July 2015 - Present
Great American Closets 2004 - 2014
GlassWorks of Summit January 2012 - March 2013
Hospitality Franchise Systems 1991 - 1995
Citibank 1989 - 1991
American Express 1986 - 1989
Skills
Designer, Organizer, Space Planning, Closets, Customer Relations, Space-planning, Customer Service, Marketing Strategy, Marketing Communications, Sales, Marketing, Direct Marketing, Interior Design, Space planning, Direct Mail, Social Media Marketing, Graphic Design, Program Management, Furniture, Budgets, Time Management, Social Media, New Business Development, Product Marketing, Construction, Negotiation, Real Estate, Trade Shows, Email Marketing, Brand Development, Advertising, Integrated Marketing, Brand Management, Online Marketing, Sales Management, Retail, Online Advertising, Market Research, Social Networking, Account Management
Education
Syracuse University 1980 — 1984
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Bachelor of Science, Marketing
Newark Academy 1976 — 1980
Private School 1976 — 1980
Millburn 1968 — 1976
Exhibit Fair International Inc. September 2013 - Present
Global Experience Specialists (GES) January 2007 - April 2012
Exhibitgroup/Giltspur October 2005 - January 2007
Exhibitgroup/Giltspur June 2002 - October 2005
Exhibitgroup/Giltspur July 2000 - June 2002
Citibank 1998 - July 2000
Sabre Holdings 1995 - 1998
Skills
Event Management, Contract Negotiation, Trade Shows, Corporate Events, Account Management, Event Planning, Sales, Budgets, Marketing Communications, CRM, New Business Development, Marketing, Advertising, Business Development, Marketing Strategy, Relationship Marketing, Strategic Planning, Forecasting, B2B, Salesforce.com, Program Management, Leadership, Online Marketing, Selling, Customer Service, Hotels, Management, Lead Generation, Meeting Planning, Sponsorship
Education
Texas Tech University 1991 — 1994
Bachelor, Hospitality Management
Tarleton State University 1989 — 1991
Accounting
Alvarado High School 1986 — 1989
Honors
Paymentflex Technologies January 2005 - Present
Genesis Analytics 2002 - 2005
TD Bank Financial Group 2000 - 2001
Hudson's Bay Company 1997 - 1999
KeyCorp 1995 - 1997
Sears, Roebuck and Co. 1985 - 1994
Baxter Healthcare 1983 - 1985
Navistar 1979 - 1983
Citibank 1978 - 1978
Ernst & Young 1974 - 1977
Skills
Credit, Retail, Risk, Loans, Management Consulting, Financial Risk, Risk Management, Business Strategy, Strategy, Business Analysis, Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Executive Management, Credit Cards, Financial Services, New Business Development, Analysis, Banking, Financial Modeling, Sales, Product Development, Investment Banking, Corporate Finance, Investments, Valuation, Business Planning, Start-ups, Management, Leadership, Due Diligence, Accounting, Financial Analysis, Payments, E-commerce, Strategic Financial..., Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Syracuse University 1970 — 1974
Bachelor of Science with Honors
Credit Suisse October 2014 - Present
Credit Suisse November 2012 - Present
Credit Suisse June 2011 - November 2012
GOLDMAN SACHS & CO June 2007 - April 2011
CITIBANK October 2002 - June 2007
Advantage Human Resource February 2001 - October 2002
Catholic Home Bureau February 1999 - February 2001
Valley Vans & Sports Utilities December 1997 - February 1999
Skills
Relationship Management, Client Service Oriented, Marketing, Equities, Fixed Income, Valuation, Analysis, Financial Services, Financial Reporting, Business Development, Accounting, Financial Analysis, Management
Education
Syracuse University 1993 — 1997
Bachelor of Arts
Barclays Investment Bank April 2014 - Present
Citi August 2012 - March 2014
Citibank September 2005 - August 2012
Citi September 2002 - September 2005
Citicapital Global Equipment and Franchise Finance August 1998 - September 2002
Citi June 1989 - August 1998
Borough of Manhattan Community College September 1996 - May 1998
New York Air/Continental Airlines July 1981 - May 1989
Skills
Employee Relations, Compensation Planning, Restructuring, Talent Management, Executive Coaching, Advisor, Performance Management, Succession Planning, Organizational..., Change Management, Personnel Recruiting, Deferred Compensation, Recruiting, Policy, Management, Human Resources, HRIS, Personnel Management, Organizational Design, Interviews, Benefits Administration, Culture Change, Temporary Placement, Leadership Development, Onboarding, Organizational..., Career Development, Start-ups, HR Transformation, Training, Leadership, HR Consulting, Process Improvement, Personnel Selection, Organizational..., HR Policies, Career Counseling, Employee Benefits, Workforce Planning, Strategy, Talent Acquisition, Employee Training, Strategic Planning, Labor Relations, New Hire Orientations, College Recruiting, Applicant Tracking..., Employment Law, Compensation & Benefit, Strategic HR
Education
New School University 1993 — 1995
MS, Human Resources Management
Stony Brook University 1977 — 1981
BA, Sociology
USF St. Petersburg April 2015 - Present
USF St. Petersburg January 2015 - Present
Stony Brook University May 2011 - January 2015
Stony Brook University October 2009 - April 2011
Citibank September 2008 - October 2009
EquiFirst (Barclays Capital) November 2006 - September 2008
NovaStar Mortgage November 2005 - November 2006
Atlantice One Mortgage Corporation April 2005 - October 2005
Destiny Funding Corp February 2000 - April 2005
Mortgage One Financial Corp January 1996 - January 2000
Skills
Staff Development, Recruiting, Event Planning, Public Speaking, Budgets, Higher Education, Payroll, Project Planning, Policy, Employee Benefits, Customer Service, Microsoft Office, Research, Marketing, Adult Education, Management, Strategic Planning, Outlook, Microsoft Excel, Program Development, Distance Learning, Administration, Coaching, Resume Writing, Supervisory Skills, Hiring, Employee Relations, Project Management, Finance, Academic Advising, Career Counseling, Program Management, Leadership, PeopleSoft, Budgeting, Mentoring, Customer Relations, Excel, Word, Executive Calendar..., Travel Management, Procedure Development, Confidentiality, Procurement, Office Management, University Teaching, Human Resources, Google Apps, Community Outreach
Education
State University of New York at Stony Brook 2009 — 2012
Masters / Advanced Graduate Certificate HR, Management / HR
State University of New York at Stony Brook 2000 — 2003
BA, Psychology/ Minor in Business Management
Chase August 2008 - Present
Citibank February 2006 - August 2008
Walt Disney World February 2004 - May 2004
Skills
Banking, Retail Banking, Microsoft Office, Microsoft Excel, Outlook, Sales, PowerPoint, Team Building, Operations Management, Marketing Strategy
Education
Palm Beach State College 2010 — 2015
Bachelor's degree, Business Health Management
Suffolk County Community College 2003 — 2008
Associate of Arts and Sciences (A.A.S.), Libral Arts
Johnson & Johnson August 2012 - Present
Johnson and Johnson MD&D May 2011 - August 2011
Johnson and Johnson MD&D August 2009 - August 2010
Johnson and Johnson MD&D January 2008 - August 2009
Pfizer April 2007 - January 2008
Citibank January 2006 - April 2007
Skills
Talent Management, Human Resources, Recruiting, Training, Personnel Management, Strategy, Deferred Compensation, Sales Operations, Benefits Administration, Microsoft Excel, Management, Leadership, Succession Planning, Onboarding, HRIS, Organizational Design
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Social and Organizational Psychology
Universidad de Los Andes 2000 — 2006
BS, Business Administration
Citibank January 2010 - Present
RBC April 2008 - January 2010
Goldman Sachs July 1998 - March 2008
Education
Syracuse University 1989 — 1994
BS, Computer Science, Mathematics
Spartanburg Regional Healthcare System June 2015 - Present
Emergency Services, P.C. July 2007 - June 2015
Community medical center, Scranton PA July 2007 - June 2015
Moses Taylor Hospital 2013 - 2013
St. Barnabas Hospital 2002 - 2006
Hemo Concepts 1995 - 1998
Citibank 1991 - 1993
Skills
Emergency Medicine, Medical Education, Board Certified, Medicine, Orthopedic, Healthcare, Critical Care, PALS, Pediatrics, ACLS, Hospitals
Education
Deerfield Elementary School 2015 — 2019
New York College of Osteopathic Mediine 1998 — 2002
D.O., Medicine
Syracuse University 1985 — 1989
BS/BA, Finance and Economics
West Morris Mendham High School 1981 — 1985
ADP May 2010 - Present
AXA Equitable 2000 - 2009
Citibank 1997 - 2000
Citibank 1995 - 1997
Citibank 1990 - 1995
Robert P. Gersin Associates 1986 - 1990
Skills
Corporate Communications, Strategic Communications, Internal Communications, Newsletters, Editing, Strategy, Project Management, Blogging, Team Leadership, Training, Communication Training, Photography, Employee Engagement, Budgets
Education
Syracuse University 1972 — 1976
B.S., Theater
Aesthetic Realism Foundation 1976 — 2013
Columbus Advisors April 1995 - March 2003
Merrill Lynch March 1986 - 1995
Citibank January 1978 - March 1986
Skills
Emerging Markets, Fixed Income, Corporate Finance, Latin America, Debt, Capital Markets, Hedge Funds, Financial Structuring, Structured Finance, Investment Banking, Portfolio Management, Alternative Investments, Derivatives, Structured Products
Education
Thunderbird School of Global Management 1977 — 1978
MBA
Syracuse University 1973 — 1976
Bachelor's degree, Economics
Utica College of Syracuse University 1972 — 1973
b.a., liberal arts
Downtown Skyline Datashop October 2011 - Present
Vichara Technologies, Inc. August 2005 - October 2011
Clinton Group January 2001 - August 2005
Unisys 1999 - 2000
TechHackers, Inc. 1995 - 1999
Nomura 1990 - 1994
Trading Desk Systems 1989 - 1990
Citibank 1988 - 1989
Skills
ABS, Linux, CDO, MBS, C++, Fixed Income, C, VBA, SQL, Access, Structured Finance
Education
Swarthmore College 1983 — 1987
BA
Stuyvesant High School 1979 — 1983
diploma
Fifth Third Bank January 2007 - Present
Citibank January 2005 - January 2007
Citicorp Investment Services February 2003 - January 2005
Smith Barney May 1992 - February 2003
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
BS, Finance
Vodafone January 2015 - Present
Citibank August 2013 - January 2015
Citibank April 2012 - August 2013
Citi August 2011 - December 2012
Citi January 2012 - April 2012
Citi April 2010 - August 2011
LG Electronics June 2008 - April 2010
Skills
Microsoft Office, IT Service Management, Business Analysis, Project Management, Teamwork, System Administration, Microsoft Excel, Customer Service, ITIL, Management
Education
Szent István Egyetem 2003 — 2008
Master’s Degree, Fac. of Economics and Social Sciences, major in Business Management
Szent István Egyetem 2003 — 2008
Master’s Degree, major in Finance and Account
Independent Portfolio Consultants February 2015 - Present
HOODZ of the Treasure and Space Coasts July 2010 - October 2014
SEI Investments June 2003 - October 2010
SEI Investments July 1999 - June 2003
Citibank August 1998 - June 1999
AIG March 1995 - August 1998
STATE STREET RESEARCH AND MANAGEMENT July 1993 - July 1995
Skills
CRM, Sales, Product Development, Vendor Management, Management, Investments, Relationship Management, New Business Development, Marketing, Sales Operations, Finance, Customer Satisfaction, Program Management, Insurance, Contract Negotiation, Kitchen Exhaust..., Hedge Funds..., Training, Fundraising, Hedge Funds, Financial Services
Education
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Family Wealth Decisions Group April 2010 - Present
Citibank 2000 - 2010
Education
Suffolk County Community College 2000 — 2005
Islip High School 1996 — 2000
AIG June 2014 - Present
Julex Capital Management November 2013 - June 2014
Pioneer Institute for Public Policy Research January 2014 - February 2014
GF Fund Management Co. Ltd. December 2013 - January 2014
Model Capital Management LLC April 2013 - September 2013
China Alpha Investments March 2012 - July 2012
Citibank July 2011 - December 2011
CHINA BANKING REGULATORY COMMISSION March 2011 - June 2011
SHANGHAI PUDONG DEVELOPMENT BANK July 2010 - September 2010
Skills
Economics, Stata, Cantonese, Data Analysis, Analysis, SPSS, Banking, Bloomberg, Finance, Macroeconomics, Microsoft Excel, Credit, Loans, Credit Analysis, Bloomberg Terminal, Securities License, Eviews, Strategy, Econometrics, R, Salesforce.com, VBA, CRM, Matlab, Morningstar Direct, Portfolio Management, Equities, Financial Analysis, Investments, Quantitative Analytics, Financial Modeling, Prezi, Impact Evaluation, Asset Allocation, Time Series Analysis, EViews
Education
Tufts University 2012 — 2014
Master of Science (MS), Econometrics and Quantitative Economics
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2013
Cross registration, Econometric Impact Evaluation
Sun Yat-Sen University 2008 — 2012
Bachelor of Arts (BA), Economics, 3.6/4.0
high school
Office Depot September 2012 - Present
First Data Corporation November 2011 - June 2012
Harris Corporation October 2008 - August 2011
ERA Showcase January 2004 - September 2008
ADP / ProBusiness November 1999 - January 2004
Washington Mutual, Inc. November 1996 - October 1999
Citibank July 1987 - August 1996
Skills
PMP, PMO, Program Management, Project Management, Visio, Process Improvement, CRM, Information Technology, Project Portfolio..., Business Process..., Six Sigma, ERP, Leadership, Project Planning, PeopleSoft, Vendor Management, Change Management, Strategy, Risk Management, SharePoint, Management, Software Documentation, Outsourcing, Analysis, Requirements Gathering, Business Requirements, SDLC, Certified Project..., PMI, Scope Management, Project Delivery, PMBOK, Requirements Analysis, Business Process, Governance, Business Analysis, Integration, Testing, Agile Methodologies, MS Project, Oracle E-Business Suite, Microsoft Office, Full project lifecycle...
Education
Stony Brook University 1983 — 1987
BA, Economics, Business
Smithtown High School East 1979 — 1983
High School, General Studies
HTx Services LLC March 2015 - Present
Citibank September 2010 - March 2015
Citibank April 1977 - January 2009
Skills
Engineering, Project Management, PMP, Integration, MS Project, Program Management
Education
University of Phoenix 2009 — 2010
Associates, Business
Suffolk County Community College 1993 — 1994
informaton systems
Sylvania Technical School 1973 — 1973
Digital Technology Electronics
ING Financial Markets October 2012 - Present
ING Financial Markets August 2010 - October 2012
Citibank February 2010 - August 2010
UBS Investment Bank 2006 - 2009
ING 1993 - 2006
Skills
Risk Management, Derivatives, Financial Risk, Financial Markets, Credit Risk, Trading, PMO, Hedging, Investment Banking, Business Analysis, Basel II, Capital Markets, Finance, Portfolio Management, Financial Analysis, Valuation, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Strategy, Market Risk, Banking, Management, Credit, Equities, Change Management, Investments, Financial Modeling, Securities
Education
Syracuse University 1979 — 1983
Dual BS, Magna Cum Laude, Management Information Systems and Distribution Management/Logistics
North Carolina Branch Business Manager AVPCapital One BankFebruary 2010 - September 2013
Capital One Bank February 2010 - September 2013
Citibank May 2007 - January 2010
Capital One Bank 2001 - April 2007
Skills
Commercial Lending, Credit, Consumer Lending, Credit Analysis, Retail Banking, Mortgage Lending, Relationship Management, Lines Of Credit, Treasury Management, Cash Management, Strategic Financial..., Cross Selling, Financial Services, Risk Management, Customer Service, Portfolio Management, Asset Managment, Asset Management, Branch Management, Financial Analysis, Financial Risk, Credit Risk, Branch Banking, Wealth Management, Merchant Services, Series 7, Credit Cards, Cash Flow, Loan Origination, Commercial Mortgages, Investments, Underwriting
Education
Suffolk County Community College 1979 — 1982
Associates, Business
Mandel Medical School 1978 — 1979
Dental Assistant
Wesfarmers Insurance August 2013 - July 2014
Wesfarmers Insurance 2013 - 2014
Avant June 2013 - August 2013
RBS May 2011 - January 2012
HCF March 2009 - June 2011
Resi Mortgage Corporation August 2007 - January 2009
MBF June 2005 - August 2007
Citibank January 2005 - June 2005
Commonwealth Bank of Australia March 2004 - January 2005
Commonwealth Bank of Australia July 2001 - March 2004
Skills
Marketing Strategy, Direct Marketing, Product Marketing, Product Management, Strategy, Online Marketing, Market Research
Education
UNSW Australia 1998 — 1999
Master of Commerce, Information Systems
UNSW Australia 1993 — 1996
Bachelor of Commerce, Finance and Marketing
NIDA
TAFE
Diploma, Building Studies - Residential
J&C LAMB MANAGEMENT CORP. August 2012 - Present
Steve & Barry's May 2005 - December 2007
MTA Bridges & Tunnel August 2003 - February 2005
Citibank November 2002 - August 2003
Skills
Administrative Support, Outlook, Word, PowerPoint, Lotus Notes, Excel, Scheduling, Microsoft Office, Administration, Event Planning, Data Entry, Inventory Management, Budgeting, Time Management, Access, Event Management, Research, Vendor Relations, Logistics, Billing, Accounts Receivable, Problem Solving, Teamwork, Facilities Management, Photoshop, Budget Management, Office Management, Spreadsheets, Calendars, Confidentiality, Office Administration, Supervisory Skills, Invoicing, Expenses, Typing, Fax, Budgets, Microsoft Word, QuickBooks, System Administration, Process Scheduler
Education
Penn Foster 2009 — 2009
Association of Bridal Consultants Certified Wedding Planner
Stony Brook University
BA, Economics
Catholic Health Services December 2011 - Present
lia sophia October 2009 - December 2014
Buy Demographics January 2010 - August 2011
Citigroup October 1985 - March 2009
Citibank October 1985 - March 2009
Citibank January 1985 - January 2009
Citibank January 1985 - January 1997
IBM January 1985 - August 1985
Skills
Healthcare Information..., Integration, Customer Service, Analysis, Software Documentation, Team Building, Testing, Sales, Disaster Recovery, Business Analysis, EHR
Education
Suffolk County Community College 2010 — 2011
Health Information Technology
SUNY Stony Brook 2009 — 2010
Certificate, Project Planning and Control
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
Bachelor of Science, Computer Science
TD Bank Group April 2012 - Present
Citibank November 2006 - April 2012
Citibank August 2005 - November 2006
Bank of America September 2004 - August 2005
Citibank September 2002 - September 2004
Skills
Series 6, Series 63, Small Business Lending, Consumer Lending, Mortgage Lending, Relationship Management, Retail Banking, Branch Management, Life Insurance, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Lines Of Credit, Loans, Portfolio Management
Education
State University of New York at Stony Brook
Citi Personal Wealth Management March 2003 - Present
Citibank March 2003 - October 2009
Skills
Portfolio Management, Investments, Financial Analysis, Credit, Financial Reporting, Banking, New Business Development, Insurance, Budgets, Strategic Financial..., Business Development, Cash Management, Wealth Management, Financial Services, Asset Management, Financial Planning
Education
Stony Brook University 1998 — 2002
B.A., Economics, Business
Citi 2015 - Present
DTCC 2013 - 2015
Morgan Stanley 2006 - 2012
Quest Diagnostics 2002 - 2006
UBS 1997 - 2002
Citibank 1985 - 1997
IBM 1984 - 1985
Port Authority of New York and New Jersey 1980 - 1984
Skills
Disaster Recovery, Capacity Planning, Business Continuity, Data Center, IT Strategy, IT Operations, Enterprise Architecture, Infrastructure, IT Management, Infrastructure..., Vendor Management, Cloud Computing, Solution Architecture, Virtualization, ITIL, Management Consulting, Strategic Sourcing, IT Outsourcing, IT Service Management, Business Relationship..., Project Portfolio..., Executive Management, Business Transformation, Mergers, Governance, Process Improvement, Change Management, Incident, Problem Management, PMO Services, Capital Budgeting, Operating Budgets, ROI Justification, TCO reduction, SDLC
Education
State University of New York at Stony Brook 1978 — 1980
Bachelor of Science (B.S.), Applied Mathematics
JPMorgan Chase January 2014 - Present
JP Morgan Chase July 2012 - January 2014
JPMorgan Chase 2010 - 2012
JPMorgan Chase July 2007 - June 2010
BLISTS, Inc. January 2006 - June 2009
Citigroup January 2005 - January 2006
Smith Barney July 2003 - January 2005
Citigroup January 2000 - July 2003
Citibank August 1998 - January 2000
Skills
Mobile, Mobile Applications, iPhone development, Innovation Consulting, Emerging Technologies, Cloud Computing, Xcode, Virtualization..., Mobile Product..., Mobile Consulting, Mobile Strategy, iOS development, Mobile Devices, Program Management, Virtualization, Enterprise Software, Entrepreneurship, IT Management, IT Service Management, IT Strategy, Strategy, Start-ups, ITIL, Security, Management, Telecommunications, Solution Selling, Networking, Risk Management, Business Strategy, Vendor Management, Business Intelligence, Leadership
Education
Syracuse University 1995 — 1996
MS, Technology
Syracuse University 1991 — 1995
BS, Information Studies
INROADS 1991 — 1995
Iona Prep 1987 — 1991
HS
Commerzbank AG, New York Branch November 2010 - Present
Capco April 2007 - November 2010
Old Lane, LP May 2007 - September 2008
ABN AMRO August 2005 - February 2007
Bankgesellschaft Berlin December 2001 - March 2005
OM Technology July 1999 - October 2001
Citibank January 1994 - March 1999
Education
Teachers College of Columbia University
Master of Arts in General Psychology (PSYG), Psychology in Education
The Open University 2007 — 2012
Hounours Degree, Modern Languages - German and Spanish
Securities Institute of Australia 2000 — 2004
Masters Degree, Applied Finance and Investment
Western Sydney University 1991 — 1993
Bachelor Degree, Applied Science - Computing
Sungard Availability Services January 2015 - Present
CGI February 2009 - January 2015
Citibank August 2008 - October 2008
NSHMBA March 2007 - July 2008
Aztec Systems November 2006 - March 2007
Armstrong Solutions August 2005 - November 2006
Verizon Information Services March 2005 - August 2005
Tarrant County College September 2003 - May 2004
Skills
VMware, Active Directory, Servers, Windows Server, VMware ESX, Data Center, Virtualization, DNS, Citrix, Group Policy, SharePoint, VPN, System Deployment, Security, Project Management, DHCP, Firewalls, XP, Unix, IIS, Operating Systems, Networking, Integration, Network Security, Software Documentation, Infrastructure, Hardware, Windows XP
Education
Tarrant County College 2002 — 2005
Associates of Applied Science, Network Technologies, Personal Computer Support
New Horizons Computer Learning Center 2002 — 2002
Certification, IT
IBM September 2014 - June 2015
LG Electronics 2012 - September 2014
HP September 2010 - August 2011
Citibank 2011 - 2011
Skills
Technical Support, Troubleshooting, Windows 7, Computer Hardware, Customer Satisfaction, Windows, Laptops, Operating Systems, Software Installation, Active Directory, Call Centers, Printers, Software Documentation, XP, Hardware, Security, Help Desk Support, IT Service Management, Customer Service, Project Management, Microsoft Office, Management
Education
Szent István Egyetem 2003 — 2009
Faculty of Mechanical Engineering, Engineering manager, major in Production-and Quality Management, MSC
Reuters 2006 - 2008
Citigroup 2005 - 2006
CyberShift, Inc. 2002 - 2005
Jemtech Solutions 1996 - 2002
Citibank 1986 - 1996
Skills
E-commerce, SOA, Enterprise Architecture, Project Management, Web Development, Agile Methodologies, Java Enterprise Edition, IT Management, ETL, Team Building, Start-ups, Database Design, Websphere, Testing, SaaS, XML, Architecture, Program Management, Java, Integration, Linux, MySQL, Enterprise Software, Professional Services, Leadership, Software Development, Project Portfolio..., Management, SDLC, Data Modeling, Business Intelligence, Solaris, Pre-sales, Cloud Computing, Product Management, Software Project..., SQL, Trading Systems, Business Analysis, Requirements Analysis, Business Development, Networking, Disaster Recovery, Business Process, Risk Management, Solution Architecture, Unix, Change Management, Portfolio Management, JavaScript
Education
Syracuse University
B.S., Anthropology
DevryUniversity July 2008 - Present
DKR ent August 2006 - Present
Champlain College January 2009 - March 2009
Barclay Card USA/Entech Consulting, Wilmington, DE August 2008 - December 2008
VWR Inc./TEK Systems November 2007 - April 2008
Citibank 2006 - 2007
Peopleflex/Comcast Cable 2006 - 2006
Comcast Cable 2006 - 2006
JPMorganChase Bank One 2005 - 2006
JP MorganChase Bank One 2005 - 2005
Education
Strayer University 2006 — 2008
MBA, Accounting Information Systems
University of Phoenix 1997 — 2002
Thomas Edison State College 1977 — 1982
BSBA, Accounting
Brainbench Certifications
Standard & Poor's August 2011 - Present
Standard & Poor's October 2009 - July 2011
Standard and Poor's July 2007 - September 2009
Time Inc. December 2001 - June 2007
Quaero November 2000 - October 2001
Providian Financial October 1999 - May 2000
Citibank December 1994 - September 1999
Skills
Data Warehousing, Vendor Management, Application Development, Process Engineering, Data Analysis, Software Development, Business Process..., SDLC, Business Intelligence, Integration, CRM, Agile Project Management, Software Project..., Cross-functional Team..., ETL, Business Analysis, IT Strategy, Enterprise Software, Risk Management, SQL, Business Objects, Analysis, Oracle, Microsoft SQL Server, Disaster Recovery, Project Management, Change Management, Data Integration, Scrum, Enterprise Architecture, Requirements Gathering, OLAP, Data Quality
Education
State University of New York at Stony Brook
MS, Statistics
State University of New York at Stony Brook
BS, Applied Math
Half Hollow Hills Community Library October 2007 - Present
Mastics-Moriches-Shirley Community Library - 2005 to present June 2005 - Present
Gordon L Seaman, Inc September 1997 - August 2004
Citibank 1984 - 1994
Education
Saint John's University 2004 — 2006
MLS, Library Science
Stony Brook University 1983 — 1985
BA, Multidisciplinary Studies
Morgan Stanley August 2000 - Present
Citigroup June 1994 - August 2000
citibank 1994 - 2000
Periphonics December 1992 - June 1994
Skills
Team Building, Development Management, Fixed Income, Derivatives, Financial Services, Prime Brokerage, Exotic Derivatives, Quantitative Finance, Trading Systems, Equity Derivatives, Equities, Vendor Relationships, Market Data, Credit Derivatives
Education
Stony Brook University 1986 — 1992
MS, Computer Science
Citibank April 2009 - Present
barclays-capital September 2008 - Present
Lehman Brothers (in Administration) 1998 - 2008
Education
Stony Brook University Health Sciences Center School of Medicine 1990 — 1994
First Data Corporation 2009 - Present
EPSG 2011 - 2011
Cynergy Data 2008 - 2009
CardWorks 2004 - 2008
First Data Merchant Services 1994 - 2003
First Data Corp 1994 - 2003
Card Establishment Services 1994 - 1996
Citibank 1990 - 1994
Skills
Credit Cards, Electronic Payments, Payment Card Processing, Mobile Payments, Debit Cards, Payment Systems, Payments, SDLC, Transaction Processing, E-payments, Financial Services, PCI DSS, ACH, Acquiring, Banking, CRM, Cards, E-commerce, Financial Risk, Internet Banking, Merchant Services, NFC, Payment Cards, Payment Gateways, Payment Industry, Payment Services, Product Management, Project Management, Relationship Management, Strategic Partnerships
Education
Stony Brook University
University of Texas at Dallas April 2013 - Present
Perficient May 2011 - March 2013
Oracle Corp February 2006 - May 2011
Citibank 2004 - 2005
i-flex solution 2002 - 2004
Patni Computer Services 2001 - 2002
Tata Infotech June 1998 - April 2001
Skills
Project Management, Data Warehousing, Informatica, ETL, OBIEE, Data Warehouse..., Data Modeling, Business Intelligence, Master Data Management, Data Integration, Solution Architecture, Oracle, Dimensional Modeling, Enterprise Architecture, Siebel, Oracle E-Business Suite, OLAP, DAC, EAI, PL/SQL, Business Intelligence..., Oracle Applications, SDLC, SOA, Business Objects
Education
The University of Texas at Dallas - School of Management
Master of Business Administration (M.B.A.)
Symbiosis International University 1996 — 1998
MCM, Computer Management, First Class
R N Ruia Collage (Mumbai University) 1993 — 1996
B. Sc, Statistics and Operations Research, First Class
Citibank 2006 - 2009
Citigroup July 2005 - October 2008
Intelligent Home Remodeling 2004 - 2006
Reuters 1994 - 2001
Porta Systems 1988 - 1995
Skills
Visio, Business Analysis, Resource Management, SDLC, Software Development, PMO, PMP, Process Improvement, Project Portfolio..., MS Project, Business Process..., Integration, Software Project..., Requirements Analysis, Business Intelligence, Disaster Recovery, Agile Project Management, Risk Management, IT Strategy, Governance, Quality Assurance, Vendor Management, Project Management, Outsourcing, IT Management, Program Management, Project Delivery, IT Service Management, SharePoint, Business Process..., Change Management, ITIL, Business Process, Requirements Gathering, Agile Methodologies, Enterprise Architecture, Management
Education
State University of New York at Stony Brook 1980 — 1985
Bachelor of Science (B.S.), Computer Science
Wells Fargo Advisors, LLC 2009 - Present
Citi Smith Barney January 2006 - March 2009
Citi June 2004 - January 2006
Citibank June 2003 - May 2004
American Express Financial Advisors November 2002 - June 2003
Skills
Investments, Insurance, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Financial Advisory, Annuities, Fixed Income, Alternative Investments, Investment Strategies, Bonds, Long Term Care
Education
Tamkang University 1996 — 2000
Bachelor of Arts, German Literature
University of Wisconsin-Madison 1986 — 1990
Master's Degree, Journalism
Naqvi-Van Ness Asset Management 2002 - Present
Naqvi-Van Ness Asset Management, LLC 2001 - Present
Citibank 1987 - 2001
Skills
Hedge Funds, Portfolio Management, Asset Management
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1982 — 1986
Bachelor of Science (BS), economics
Kent School
High School
HSBC November 2014 - Present
HSBC October 2013 - Present
HSBC Bank October 2010 - October 2013
HSBC Bank May 2006 - October 2010
HSBC Bank August 2002 - May 2006
Citibank June 2001 - May 2002
Skills
Risk Management, Auditing, AML, Private Banking, OFAC, Bank Secrecy Act, KYC, Banking, Due Diligence, Risk Assessment, Enterprise Risk..., Internal Controls, Anti Money Laundering, Financial Analysis, Financial Risk, Internal Audit, Management
Education
Syracuse University 1997 — 2001
Speech Communication and International Relations
Bank of America Merrill Lynch April 2015 - Present
Eikos Partners April 2013 - April 2015
Citibank July 2009 - April 2013
Barclays Capital September 2008 - July 2009
Lehman Brothers January 2006 - September 2008
Morgan Stanley June 2000 - January 2006
JPMorgan Chase April 1982 - June 2000
Skills
Credit Derivatives, Electronic Trading, Market Data, Fixed Income, Derivatives, Capital Markets, Bonds, Prime Brokerage, Hedge Funds, Trading Systems, Interest Rate..., Swaps, Investment Banking, Financial Markets, Equities, FX Options, Equity Derivatives, Trading, CDS
Education
Stony Brook University
scranton
Citibank November 2003 - Present
Education
Syracuse University 1997 — 2001
Banco Santander 2010 - Present
Citibank 2008 - 2009
ICICI Prudential 2006 - 2008
Skills
Retail Banking, Relationship Management, Private Banking, Banking, Credit Risk, Wealth Management, Commercial Banking, Credit Analysis, Portfolio Management, Business Analysis, Business Development, Management, Business Strategy, Finance, Team Management
Education
Symbiosis Institute of Business Management 2004 — 2006
MBA, Marketing
CFA Level 1
Citibank August 2006 - April 2013
National Westminster Bank March 1992 - December 1995
National Westminster Bank March 1992 - December 1995
Skills
Bilingual-Spanish, Microsoft Office, Life & Health License, Series 6, Series 63, Retail Banking, Cross Selling, Licensing
Education
Suffolk County Community College 2013 — 2015
Associate's Degree, Health Information Technology
Suffolk County Community College 2004 — 2008
Associates, Liberal Arts
Gruman Data Institute 1988 — 1988
Computer Operator, Computers
Brennan Inc. December 2012 - Present
Citibank February 2009 - June 2015
Bank of America November 2007 - January 2009
Pulte Homes of New York 2004 - 2007
ARAMARK 1996 - 2002
Globus 1991 - 1994
Skills
Account Management, Account Reconciliation, Accounting, Banking, Budgets, Credit, Customer Service, Financial Accounting, Internal Controls, Loans, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Outlook, PeopleSoft, PowerPoint, Public Speaking, Sales, Small Business, Social Networking, Strategic Financial..., Team Building, Training, Leadership, Team Leadership, Social Media Marketing, Social Media, Process Improvement, Auditing, QuickBooks, Event Planning, Marketing, Customer Satisfaction, Data Analysis, Marketing Strategy, Contract Negotiation
Education
Suffolk County Community College
Montgomery County March 2005 - Present
citibank January 2004 - February 2005
Citigroup 2002 - 2004
Citigroup 2000 - 2002
CitiCards 1995 - 2000
Basic American Medical May 1991 - March 1994
Citizens & Southern Bank July 1989 - May 1991
Citicorp North American Investment Bank October 1986 - May 1989
Chase Manhattan Bank July 1981 - October 1986
Skills
PMO, Project Management, SDLC, Risk Management, Program Management, Management, Data Center, Testing, Call Centers, Security, Vendor Management, Disaster Recovery, Business Analysis, IT Management, PMP
Education
Suffolk County Community College 1975 — 1978
A.A.S, Social Science
Montgomery County Senior Technology Project ManagerMontgomery County Government2005 - Present
Montgomery County MD 2005 - Present
CitiFinancial January 2003 - March 2005
Citibank June 1998 - January 2003
Education
Stony Brook University 1973 — 1978
Suffolk County Community College 1974 — 1977
New York Life March 1990 - Present
Citibank May 1984 - March 1990
Skills
Oracle, Software Development, Java, Unix Shell Scripting, SDLC, Project Management, C, MS Project, Requirements Analysis, Unix, Enterprise Software, Database Design, Java Enterprise Edition, Insurance, Business Analysis, Management, Requirements Gathering, Microsoft Project, Vendor Management
Education
The American College 1999 — 2001
ChFC, Insurance - Financial Analysis
The American College 1996 — 1998
CLU, Insurance
LOMA Society 1992 — 1996
FLMI, Life Insurance Operations Management
Stony Brook University 1976 — 1981
BS, Applied Mathematics and Statistics
Commodity Futures Trading Commission July 2015 - Present
Commodity Futures Trading Commission July 2010 - Present
Commodity Futures Trading Commission November 2014 - May 2015
Score No More, LLC April 2013 - June 2014
United Nations April 2009 - June 2010
Schulte Roth & Zabel LLP 2005 - 2009
McDermott Will & Emery 1999 - 2005
Dechert Price & Rhoads 1998 - 1999
Commodity Futures Trading Commission 1996 - 1998
Citibank 1995 - 1996
Skills
Administrative Law, Corporate Governance, Trading, Options, Derivatives, Legal Writing, Hedge Funds, Equity Derivatives, Swaps, ISDA, Structured Finance, Hedging, Commodity, Private Equity, Securities Regulation, FX Options, Capital Markets, Credit Derivatives, Investments, Commodity Markets, Due Diligence, Dodd-Frank, Corporate Law, Equities, Mergers & Acquisitions, Litigation, Structured Products, Financial Regulation, Securities, Financial Services, Securitization, Investment Management
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
Master of Business Administration, Finance
Syracuse University College of Law 1990 — 1993
Juris Doctor, Law
University of Michigan 1986 — 1990
A.B., History
Stuyvesant 1982 — 1986
High School Diploma
Citibank Financail center managerCitibankOctober 2005 - Present
Education
Suffolk University 1998 — 2000
Citibank December 2011 - Present
Citibank January 2011 - November 2011
Citibank May 2009 - December 2010
Citibank April 2005 - March 2006
Skills
Banking, Credit Cards, Business Analysis, Sales, Credit, Retail Banking, Loans, Relationship Management, Change Management, Team Management
Education
Szent István Egyetem 2003 — 2013
Bachelor of Applied Science (BASc)
Junior League of Calgary June 2008 - May 2010
Northern Trust 1988 - 1996
Citibank 1984 - 1988
Skills
Leadership Development, Nonprofits, Fundraising, Strategic Planning
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Sweet Briar College 1975 — 1979
Bloomberg LP September 2015 - Present
Interactive Data 2006 - 2015
Realtime Publications 2001 - 2006
Citibank 1996 - 2001
Memco Software 1995 - 1996
Morgan Stanley 1992 - 1995
NYNEX Allink 1988 - 1992
Skills
Low Latency, Market Data, Linux, Enterprise Architecture, Unix, Agile Methodologies, Multithreading, Perl, SDLC, Shell Scripting, Software Development, Electronic Trading, Trading Systems, Multicast, SQL, Python, C++, IP Multicast, Business Analysis, TCP/IP
Education
Stony Brook University 1982 — 1988
BS & MS, Computer Science
Wells Fargo May 2013 - Present
National Penn Bank March 2009 - May 2013
Citibank July 2007 - December 2008
Sovereign Bank March 2004 - June 2007
Fleet Bank June 1996 - February 2004
Skills
Commercial Lending, Credit, Loans, Banking, Middle Market, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Cash Management, Credit Risk, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Relationship Management, Treasury Management, Asset Based Lending
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Accounting
Susquehanna University 1992 — 1996
BS, Finance
Serengeti Asset Management January 2015 - Present
Allen & Company LLC; Allen Investment Management LLC July 2009 - December 2014
SPARX Investment & Research, USA, Inc. April 2004 - July 2009
SPARX Securities, USA, LLC (FINRA Licensed Broker-Dealer) April 2004 - July 2009
SPARX Asia Funds April 2004 - July 2009
Allianz Global Investors May 2002 - March 2004
Zurich Scudder Investments 1999 - 2002
BBVA February 1999 - September 1999
Citibank 1998 - 1999
Skills
SEC, FINRA, Investment Advisory, Hedge Funds, Broker-Dealer, Legal Research, Risk Management, Mutual Funds, Securities Regulation, Investment Management, Securities, Equities, Alternative Investments, AML, Contract Negotiation, Fixed Income, Series 7, Auditing, Management, SEC filings, Due Diligence, Corporate Governance, Anti Money Laundering
Education
SUNY Buffalo Law School 1993 — 1996
JD, Law
SUNY Buffalo School of Law 1993 — 1996
Doctor of Law (JD)
Syracuse University - Maxwell School 1989 — 1993
FINRA Series 7, 24, 63, 65, 79 and 99.
Citi August 2010 - Present
Citi October 2002 - September 2010
Citibank September 1994 - December 2002
Citicorp Mortgage January 1991 - September 1994
Citibank September 1987 - January 1991
Citicorp Retail Services September 1982 - September 1987
Skills
Employee Relations, Employee Engagement, Performance Management, Financial Services, Restructuring, Diversity & Inclusion, Alternative Workplace..., Human Resources, Flexible Work, Employee Resource Groups, Employee Recognition, Re-engineering, Diversity Training, Diversity Champion, Diversity Program..., Global Human Resources..., Operations Management, Talent Management, Credit Cards, Banking, Workforce Planning, Organizational..., Career Development, HRIS
Education
State University of New York at Stony Brook 1972 — 1976
Bachelor of Arts (BA), Psychology
First Data Corporation December 2005 - December 2007
NASDAQ July 1999 - June 2005
Citibank May 1997 - July 1999
Education
Susquehanna University 1993 — 1997
BS, Physics, Mathematics
TJB Capital Management May 2009 - Present
Saint Thomas Episcopal Church, Mamaroneck 2003 - Present
Santander Communispace 2013 - 2015
Professional Financial Advisors February 1993 - May 2009
Lincoln Financial Services May 2005 - April 2009
Friedman, Turbidy & Company April 1993 - July 2003
Online Capital Group, Online Capital Securities May 2000 - May 2001
Manufacturers Hanover Trust, Manufacturers Hanover Securities, Chemical Securities February 1974 - February 1993
Citibank 1973 - 1973
Skills
Managerial Finance, Investment Banking, Investments, Portfolio Management, Finance, Credit, Management, Trading, Mutual Funds, Financial Advisory, Asset Allocation, Financial Analysis, Valuation, Private Equity, Asset Managment, Due Diligence, Banking, Management Consulting, Mergers, Financial Modeling, Restructuring, Hedge Funds, Corporate Finance, Equities, Wealth Management, Capital Markets, Strategic Financial..., Risk Management, Alternative Investments, Fixed Income, Analysis, Options, Venture Capital, Derivatives, Securities, Asset Management, Investment Management, Emerging Markets, Financial Markets, Series 63, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
M.B.A., Finance and International Business
Swarthmore College 1967 — 1971
B.A. with Honors, Economics major, Political Science minor
Berea High School 1965 — 1967
High School, College Prep
Citibank November 2009 - Present
Metropolitan Life Insurance Company November 2008 - October 2009
Merrill Lynch May 2000 - November 2008
AT&T 1999 - 2000
Education
Stony Brook University 1995 — 1999
Edward R Murrow H.S 1991 — 1995
Citibank 2000 - Present
Deutsche Bank May 1998 - May 2000
BNY Mellon 1993 - 1996
Skills
Capital Markets, Derivatives, Corporate Finance, Securitization, Banking, Structured Finance, Securities, Emerging Markets, Financial Markets, Fixed Income, Investments, Mergers & Acquisitions, Project Finance, Negotiation, Commercial Banking, Trade Finance, Latin America, Cross-border..., Structured Products, Bonds, Investment Banking, Loans, Due Diligence, Leveraged Finance, Syndications, Restructuring, ABS, Financial Services, Investor Relations, Finance, Private Equity, Equities, Financial Structuring, Risk Management
Education
Suffolk University
Bachelor of Science, International Economics
Citibank June 2010 - July 2011
HDFC Bank April 2008 - July 2008
ABN AMRO August 2007 - January 2008
Skills
SAP FI, Six Sigma, Green Belt, Equities, Oracle Financials, SAP FI/CO Configuration, Treasury Management, MIS, Financial Services, Banking, Team Management, Investment Banking, Treasury, Fixed Income, Financial Analysis, Business Analysis, Risk Management, Financial Risk, Project Finance, Commercial Banking, Strategic Financial..., Loans, Trading, Trade Finance, Back Office, Financial Modeling, Corporate Finance, Credit Risk, Portfolio Management, Credit, Retail Banking, Capital Markets, Relationship Management, Finance, Valuation, Credit Analysis, Compliance, Client Relations, Operational Risk..., Process Review, SAP CRM
Education
Symbiosis International University 2008 — 2010
Master's degree, Finance, General
Indian School Muscat
JPMorgan Chase May 2014 - Present
CSTechnology April 2013 - May 2014
National Technology Group September 2011 - April 2013
Tritech 2009 - 2012
TritTech April 2009 - August 2011
Goldman Sachs August 1986 - November 2008
Citibank 1984 - 1986
SIAC/New York Stock Exchange 1982 - 1983
Education
Suburban Technical School 1980 — 1982
Digital Electronics
Citibank November 2013 - Present
Allstate 2012 - November 2013
State Farm January 2008 - May 2012
Independent Tax Professional January 2004 - December 2008
ClearVision Optical July 2000 - November 2008
Skills
Insurance, Long-term Care, New Business Development, Small Business, Sales Management, Disability Insurance, Marketing Strategy, Customer Service, Social Media Marketing, Term Life Insurance, Forecasting, Fixed Annuities, Marketing, Whole Life, Advertising, Selling, Cold Calling, Sales, Leadership, Team Leadership, Team Building, Financial Planners, Life Insurance, Management, Strategic Planning, Social Networking, Entrepreneurship, Public Speaking, Investments, Account Management, Business Planning, Negotiation, Business Development, Financial Services, Finance, Mortgage Lending, Budgets, Financial Planning
Education
Stony Brook University 1989 — 1994
BA, Economics
Capital One June 2012 - Present
Morgan Stanley October 2005 - June 2012
Goldman Sachs & Co. 1997 - 2005
Citibank June 1989 - November 1997
US Army March 1984 - August 1987
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Equities, Derivatives, Alternative Investments, Credit Derivatives, Bloomberg, Securities, Capital Markets, Middle Office, Investment Banking, Series 7, Asset Managment
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Management
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Economics and Political Science
JPMorgan Chase & Co. 2013 - Present
JPMorgan Chase & Co. 2013 - 2013
JPMorgan Chase & Co. 2006 - 2013
JPMorgan 2005 - 2006
JPMorgan Chase 2002 - 2005
JPMorgan Chase 2000 - 2002
Chemical Bank 1989 - 2000
Citibank 1986 - 1988
Skills
Business Analysis, Financial Services, Banking, Management, Analysis, SDLC, Portfolio Management, Risk Management, Fixed Income, Financial Risk, Regulatory Compliance, Information Technology, Product Management, Project Management, Metrics, Anti Money Laundering, Quality Assurance, Quality Control, Training, Business Process..., Financial Planning, Financial Forecasting, Risk Compliance, Cash Management, Data Analysis, Data Management, Capacity Planning
Education
Stony Brook University 1982 — 1986
BS, Mathematics
Independent Contracting June 2014 - Present
Cablevision December 2013 - May 2014
Ebay Enterprise Marketing Solutions January 2012 - December 2013
Tura, Inc. December 2008 - August 2011
Merrick Woods Country Day School September 2005 - August 2010
American Management Systems (AMS) March 1998 - June 2000
Citibank May 1993 - March 1998
Citibank November 1990 - May 1993
Skills
SAS, SQL, Toad, Analytics, Big Data, Data Analysis, Segmentation, Data Mining, Intellectually Curious, Exploratory Data..., Prediction, Behavioral Segmentation, Excel, PowerPoint, Relational Databases, Test Design, Analysis, CRM, CVM, Database Marketing, Credit Risk, Business Intelligence, Cognos, Customer Profitability, Demand Planning
Education
State University of New York at Stony Brook
MS, Applied Math and Statistics
Low Income Investment Fund January 2009 - Present
Borrowdale Consulting LLC 2008 - 2009
Bank of America 2005 - 2007
Fleet National Bank 2002 - 2004
Citibank 2001 - 2002
European American Bank 1998 - 2001
The Chase Manhattan Bank 1994 - 1998
Chemical Bank 1992 - 1994
Manufacturers Hanover Trust 1985 - 1992
Skills
Real Estate, Loans, Management, Credit, Portfolio Management, Affordable Housing, Real Estate Economics, Underwriting, Credit Analysis, Valuation, Real Estate Development, Asset Management, Asset Managment, Community Development, Risk Management, Strategy, Commercial Mortgages, Investments, Due Diligence, LIHTC, Financial Analysis, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Tax Credits, Disposition, Finance, Banking, Investment Properties, Capital Markets, Structured Finance, Loan Origination, Credit Risk
Education
Syracuse University - Maxwell School
MPA
University of Michigan
BA
Appliedinfo Partners 1990 - Present
Lautek 1983 - 1989
Shearson American Express 1980 - 1983
Citibank 1976 - 1980
Skills
Cross-functional Team..., Project Management, CMS, Process Improvement, Digital Marketing, Integrated Marketing, Management, Competitive Analysis, Interactive Marketing, Strategy, CRM, Program Management, Digital Media, Business Development, Databases, Online Advertising, Analysis, Product Management, Business Strategy, Strategic Planning, New Business Development, Enterprise Software, Requirements Analysis, Leadership, Training, Integration, Entrepreneurship, Strategic Partnerships, Budgets, Contract Negotiation, Executive Management, Management Consulting, Social Media, Vendor Management, Business Analysis, Proposal Writing
Education
Tuck School of Business at Dartmouth 2001 — 2001
Basic and Advanced Executive Business Certificate Programs, Strategy
Stony Brook University 1970 — 1973
MA, Physics
Stony Brook University 1966 — 1970
BS, Physics, with Honor
Citibank June 2001 - Present
Skills
Valuation, Appraisals, Real Estate Economics, Disposition, Asset Management, Real Estate Transactions, Investment Properties, Real Estate, Loans, Mortgage Lending, Real Estate Development, Commercial Real Estate, Portfolio Management, Due Diligence, Brokerage, Real Estate Financing, Property Management, Loan Origination, Feasibility Studies, REO, Capital Markets, Investors, Commercial Lending, Property, Underwriting, Residential Homes, Foreclosures, Financial Structuring, Mergers & Acquisitions, Credit, Financial Modeling, Finance, Financial Analysis, Investments, FHA, Commercial Banking, Corporate Real Estate, Credit Risk, Loan Servicing, Mortgage Banking, Refinance, Condos, Private Equity, Acquisitions, Leases, Negotiation, Credit Analysis, Market Analysis, Commercial Mortgages, Treasury Management
Education
State University of New York at Stony Brook 1989 — 1991
Bachelor of Arts (BA), Economics, Engineering & Psychology
Neighbourhood Energy February 2008 - Present
Citibank 2005 - 2006
Education
Swinburne University of Technology 2007 — 2009
MBA, Marketing
Cisco June 2005 - Present
Citibank 2004 - 2005
Skills
Cisco Technologies, C, Device Drivers, Unix, TCP/IP, Linux, Software Development, Data Center, C++, Cloud Computing
Education
Stony Brook University 2002 — 2004
Master of Science (MS), Computer Science
Veermata Jijabai Technical Institute 1997 — 2001
Bachelor's degree, Computer Engineering
Bank of the Sierra September 2015 - Present
Citibank April 2013 - September 2015
Citibank June 2011 - April 2013
Citibank November 2010 - June 2011
Union Bank August 2006 - June 2009
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Mortgage Lending, Customer Service, Leadership, Sales, Team Building, Financial Analysis, Loan Origination, Marketing, Microsoft Office, Strategic Planning, Risk Management, Relationship Management, Microsoft Word, Small Business Lending
Education
Kaplan University 2008 — 2010
Associate's degree, Paralegal Studies
Wasco Union High School 2002 — 2006
General Studies, General Studies
Taft College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Citibank 1991 - 1999
Skills
Strategic Planning, Editing, Java, PowerPoint, Securities, Windows, Microsoft Excel, HTML, Public Speaking, Analysis, Financial Modeling, Financial Analysis
Education
Stony Brook University 1987 — 1991
Ba, Philosophy
Stuyvesant
Duke -OLLI 2003 - Present
UNC-CH Public policy 2003 - Present
HRHOA 2000 - Present
Hollow Rock 1999 - Present
DSL Associates 1995 - Present
Hollow Rock 2005 - 2010
Omnitech Consulting August 1995 - June 1998
The University of Chicago 1995 - 1998
Citibank February 1982 - February 1992
Kraft General Foods 1977 - 1982
Skills
Strategic Planning, Marketing Strategy, Business Strategy, Product Management, Competitive Analysis, Market Research, Cross-functional Team..., Strategy, Management Consulting, Business Planning, Start-ups, Product Development, Business Development, New Business Development, Entrepreneurship, Marketing, Team Building, Economics, Analytics, Management, Public Policy, Integrated Marketing, Segmentation, Leadership, Strategic Partnerships, Research, Program Management, Political Science, CRM, Product Marketing, Data Analysis, Marketing Research, Market Analysis, Business Analysis, Marketing Communications, Analysis, Project Management, Business Intelligence, Marketing Management, Mergers & Acquisitions, Change Management, Executive Management, Risk Management, E-commerce, Consulting, Organizational..., Leadership Development, Vendor Management, Coaching, Training
Education
University of North Carolina at Chapel Hill 1963 — 1970
BA ,MBA, DBA, Marketing, Quantitative Analysis, Social Psychology
HGHS 1958 — 1961
Graduated, Good times
Swarthmore College 1955 — 1958
Jr. hs, JUNIOR HIGH AND HS 6-9
Morgan Stanley 2009 - 2011
Citibank 2007 - 2009
Merrill Lynch 2005 - 2007
Putnam Investments 2001 - 2005
Standish, Ayer & Wood 1998 - 2001
Skills
FX, Investments, Capital Markets, Foreign Exchange..., Bloomberg, Financial Markets, Key Account..., Strategic Communications, Highly detail oriented, Analysis, Multi Tasking, Investment Management, Sales, Financial Services, Research, Global Macro, Project Management, Client Development, International Economics, MBA, New Business Development, Institutional Investors, Writing, FX Options, Hedge Funds
Education
Kenan-Flagler Business School 2011 — 2013
MBA
Suffolk University 2001 — 2002
Masters of Science, International Economics
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Political Science
Citibank 2014 - Present
Citibank 2007 - July 2014
ABN AMRO/LaSalle Bank 2005 - 2007
Wachovia Bank 2002 - 2005
Citigroup 1998 - 2001
First Chicago NBD Bank 1989 - 1998
Value Line Inc. 1986 - 1989
Skills
Treasury Management, Treasury Services, Cash Management, Payments, Relationship Management, Commercial Banking, Banking, Credit, Credit Analysis, Project Management, Portfolio Management, Product Development, Loans, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending, Retail Banking, Liquidity Management, Internet Banking, Series 7, Financial Services, Credit Cards, ACH, Electronic Payments, Cross Selling, Cash Flow, SWIFT payments, Cash Flow Forecasting, Product Management
Education
Stony Brook University 1982 — 1986
BS, Applied Math and Statistics
Citibank managing directorCitigroupMay 1999 - Present
Prudential Securities January 1993 - May 1999
Chase Bank March 1990 - February 1996
Skills
Portfolio Management, Equities, Investment Banking, Asset Management, Investments, Trading, Derivatives, Hedge Funds, Securities, Bloomberg, Wealth Management, Credit, Mutual Funds, Risk Management, Valuation, Fixed Income, Capital Markets, Customer Service, Series 7, Bonds
Education
Syracuse University 1977 — 1980
Marketing & Finance
Friends Academy 1973 — 1976
High School
Citibank 2002 - Present
Bank of America March 2008 - March 2009
Skills
Mortgage, FHA, Cross Selling, Credit, Banking, Loans, Mortgage Lending, Commercial Lending, Consumer Lending, Mortgage Banking, Small Business Lending, Loan Origination, Credit Analysis, Retail Banking, Commercial Banking, Refinance, Residential Mortgages, Commercial Mortgages, Branch Management, Relationship Management, Lines Of Credit
Education
Stony Brook University
Goodwill of North Georgia February 2013 - June 2015
Goodwill of North Georgia October 2007 - February 2013
Goodwill of North Georgia October 2005 - September 2007
Citibank August 2000 - July 2005
Skills
ADP Payroll, Benefits Administration, Payroll, Employee Relations, Employee Benefits, FMLA, Training, HRIS, New Hire Orientations, Recruiting, PeopleSoft, Open Enrollment, HR Policies, Onboarding, Human Resources, Performance Management, Workforce Planning, Interviews, Applicant Tracking..., Succession Planning, COBRA, Kronos, Employee Engagement, Ceridian Payroll System, Journal Entries, General Journal, Payroll Taxes
Education
Strayer University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Strayer University 2011 — 2012
Master of Science in Human Resource Management, Organization and Human Resource, 3.833
Kentucky State University
Bachelor of Business Administration (B.B.A.)
Barclays May 2013 - Present
Citi January 2011 - April 2013
Deutsche Bank September 2005 - December 2010
Salomon Smith Barney July 2004 - August 2004
Salomon Smith Barney July 2003 - August 2003
Citibank July 2000 - August 2000
Skills
AML, Banking, Lotus Notes, Microsoft Office, Bloomberg, Due Diligence, KYC, Financial Risk, Credit Risk, OFAC, Accounting, Hedge Funds, Credit, Financial Services, Securities, Risk Management, Anti Money Laundering
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, CPA Accounting and Finance
Citibank February 2014 - Present
Citi June 2013 - August 2013
Janney Montgomery Scott June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Java, C++, Research, Matlab, SQL, Economics, C, Clojure, Spring, ORM Tools, C# MVC, ADO.NET, database design, javascript, Node.js, JPA, J2EE, JavaScript
Education
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), BA, Computer Science; Economics, 3.65
Stony Brook University 2009 — 2013
BS Computer Science, BA Economics
CITIC Securities June 2012 - August 2012
Bank of East Asia June 2011 - July 2011
Citibank July 2010 - August 2010
Beijing Yingda Trust Co., Ltd. January 2010 - February 2010
Skills
Financial Analysis, Financial Modeling, MS Office Suite, C++, SAS, Matlab, Eviews, Bloomberg, Photoshop
Education
University of Maryland College Park 2011 — 2013
Master of Science, Finance, 3.7
Sun Yat-Sen University 2007 — 2011
Bachelor of Science, Statistics
Sun Yat-Sen University 2007 — 2011
Bachelor of Arts, Art Design
Landesbank Baden-Württemberg September 2013 - Present
Citi September 2012 - September 2012
FDIC, USA April 2012 - August 2012
Citibank September 2011 - December 2011
Huron Consulting Group August 2010 - August 2010
Thompson, Cobb, Bazilio and Associates, PC April 2010 - May 2010
Wells Fargo Advisors December 2008 - July 2009
Wachovia Securities Financial Network January 2006 - November 2008
Skills
Accounting, Excel, Personnel Supervision..., Brokerage operations, AML/KYC/BSA, Management-banking, Investments, Banking, Brokers, Microsoft Excel, Recruiting, Management, Business Analysis, Financial Modeling, Financial Risk, Risk Management, Analysis, Financial Services, Mergers, Finance, Due Diligence, Consulting, Securities
Education
Strayer University (VA) 2004 — 2007
Master of Business Administration (MBA), Business Management
Austin Peay State University 1994 — 1997
BBA, Accounting
FHB Bank October 2012 - Present
GRÁNIT Bank January 2012 - October 2012
FHB Bank (Allianz Bank) May 2006 - January 2012
Raiffeisen Bank November 2005 - April 2006
Volksbank May 2003 - November 2005
Citibank August 2000 - May 2003
Skills
Banking, Business Analysis, Call Centers, Credit, Credit Cards, Customer Service, Management, Project Management, Project Planning, Retail Banking, Software Project..., Business Planning, Business Strategy, Payments, Loans, Core Banking, Risk Management
Education
Szent István Egyetem 1993 — 1998
Faculty of Economic and Social Sciences
Szent István Egyetem 1992 — 1997
Faculty of Agricultural and Environmental Sciences