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
Colorado Enterprise Fund April 2008 - Present
TrueLogic Financial Corp June 2005 - June 2007
Truelogic Financial Corp. 2006 - 2007
Citibank September 1980 - September 2004
Skills
Credit, Portfolio Management, Credit Cards, Finance, Credit Analysis, Loans, Small Business Lending, Funding, Financial Risk, Commercial Banking, Financial Reporting, CRM, Analysis, Small Business, Cash Flow, Payments, Financial Analysis, Credit Risk, Commercial Lending, Management Consulting, Financial Services, Underwriting, Risk Management, Call Centers, Process Improvement, Cross Selling, Business Analysis, MIS, Customer Service, Business Strategy, Cash Management, Expense Management, Business Process..., Executive Management, Strategic Planning, Leadership, Business Planning, Electronic Payments, Strategy, Business Development, Relationship Management, Business Relationship..., Consumer Lending
Education
University of Northern Colorado 1972 — 1975
BS, Marketing/Finance
University of Northern Colorado 1972 — 1975
Bachelor's Degree, Marketing
Discover Financial Services August 2014 - Present
Discover Financial Services April 2013 - August 2014
Discover Financial Services June 2011 - April 2013
Discover Financial Services January 2011 - June 2011
Citibank March 2004 - February 2011
University of St. Thomas-Houston September 2003 - March 2004
College of Lake County February 2001 - September 2003
Trinity International University July 1997 - January 2001
Skills
Strategic Planning, Leadership, Operational Activities, Relationship Management, Project Management, Strategic Roadmaps, Team Leadership, Team Building, Sales Management, Cross-functional Team..., Customer Service, Salesforce.com, Marketing, Coaching, Business Development, Management, Strategy, Budgets, Training, Banking, Project Planning, CRM, Time Management, Risk Management, Process Improvement, Finance, Financial Analysis, Vendor Management, Business Analysis
Education
University of Notre Dame - Mendoza College of Business 2010 — 2010
Graduate Certificate, Management & Leadership
Western Illinois University 1986 — 1989
Bachelor of Business, Finance
Union Bank April 2014 - Present
Citibank May 2012 - April 2014
GE Capital January 2006 - May 2012
GE Capital September 2002 - January 2006
GE Capital July 2001 - September 2002
Education
University of Notre Dame 1991 — 1995
Business Administration
St. Rita High School 1987 — 1991
CitiBank July 2012 - Present
Rent-A-Center November 2011 - July 2012
Significance International June 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Leadership, Sales, Training, Management, Customer Satisfaction
Education
University of Nigeria 2002 — 2006
Bachelor's degree, Political Science and Government, 2
U.S. Attorney's Office for the Southern District of New York June 2015 - August 2015
Federal Election Commission May 2015 - June 2015
The White House May 2014 - August 2014
The Wharton School September 2013 - December 2013
University of Pennsylvania February 2011 - December 2013
Citibank June 2013 - August 2013
University of Pennsylvania February 2011 - February 2013
U.S. House of Representatives: Committee on the Budget May 2012 - August 2012
Foreign Policy Research Institute January 2011 - May 2011
Pulitzer Center on Crisis Reporting January 2010 - June 2010
Education
Yale Law School 2014 — 2017
Doctor of Law (J.D.)
University of Pennsylvania 2010 — 2014
B.A., Political Science & Economics
University of Pennsylvania - The Wharton School 2010 — 2014
B.S., Economics, Concentration: Finance
Montgomery Blair High School 2006 — 2010
Science, Mathematics, and Computer Science Magnet Program
Customers Bank August 2011 - Present
Hudson Valley Bank March 2010 - August 2011
Citibank July 2005 - February 2010
City of Yonkers - Office of Economic Development 2001 - 2005
Skills
Banking, Loans, Commercial Banking, Risk Management, Small Business Lending, Portfolio Management, Lines Of Credit, Management, Commercial Lending, Leadership, Cash Management, Customer Service, Fundraising, Wealth Management, Relationship Management, Nonprofits, Insurance, Private Banking, Public Relations, Non-profits, Investments, Treasury Management, Treasury, Treasury Services, Credit
Education
University of North Carolina at Greensboro 1995 — 2000
Business Administration
Sacred Heart High School 1991 — 1995
Ellenoff Grossman & Schole LLP June 2011 - Present
Travelers Insurance February 2010 - June 2011
Verb LLC December 2009 - January 2010
Shearman and Sterling September 2006 - June 2009
Shearman and Sterling May 2005 - August 2005
Citibank May 2004 - August 2004
Skills
Securities Litigation, Internal Investigations, Music, Music Production, Songwriting, Civil Litigation, Corporate Law, Alternative Dispute..., Insurance Law, Litigation, Legal Research, Courts, Securities Regulation
Education
University of North Carolina School of Law 2003 — 2006
JD, Law
Washington and Lee University 1999 — 2003
BA, Math
Quest Diagnostics August 2013 - Present
Coventry Health Care, an Aetna Company 2009 - 2010
Citigroup September 2006 - January 2009
Citigroup September 2001 - January 2005
Citibank 1998 - 2001
Skills
Leadership, Software Documentation, Management, Training, Banking, Process Improvement, Financial Reporting, Six Sigma, Analysis, Finance, Business Analysis, Change Management, Training Delivery, Technical Training, Hands-on Training, Employee Training, Technical Writing, Business Process..., Financial Risk, Financial Analysis, Project Management, Workers Compensation, MS Project, Oracle HR, Visio, Performance Management, Team Building, E-Learning, Call Centers, Operations Management, Program Management, Team Management
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1996
Bachelor of Arts (BA), Marketing
Citi October 2011 - April 2015
Shore Technology Solutions March 2010 - December 2012
Lender Processing Services, Inc. (LPS) April 2010 - August 2010
Infusion Technologies December 2008 - May 2010
LPS January 2006 - December 2008
Lender Processing Services 2004 - December 2006
Citibank 2002 - 2004
MortgageFlex 2001 - 2002
Skills
Business Analysis, Vendor Management, Project Management, SDLC, SQL, Team Building, Requirements Analysis, Program Management, Disaster Recovery, Product Development, Quality Assurance, Risk Management, Strategic Planning, Change Management, Business Development, MS Project, Project Planning, Process Improvement, SharePoint, PMP, Software Documentation, Software Project..., Visio, IT Strategy, Integration, Leadership, IT Management, Management, Security
Education
University of North Florida 1997 — 2000
Bachelor of Science degree, Computer and Information Systems Security/Information Assurance
Fletcher High School 1987 — 1989
High School Diploma
Wells Fargo Securities May 2015 - Present
Citi September 2013 - May 2015
Citibank April 2012 - May 2015
Bank of America March 2010 - April 2012
Bank of America February 2008 - March 2010
Brian J. Moore & Associates August 2004 - August 2008
North Carolina Probation August 2006 - February 2008
Skills
OFAC, KYC, USA PATRIOT Act, AML, Bank Secrecy Act
Education
University of North Carolina at Wilmington 2001 — 2004
Bachelor of Arts, Criminal Justice/Spanish Minor in Psychology
University of North Carolina at Wilmington
B.A, Criminal Justice/Spanish; Psychology-
University of San Francisco
The Kaufman Rossin Group January 2000 - Present
Friends of WLRN, Inc. December 2007 - Present
Women's Fund of Miami Dade January 2012 - Present
Lit Software, LLC December 2010 - Present
CIGNA Dental November 1993 - December 1999
Citibank February 1986 - February 1993
CBS Educational & Professional Publishing February 1984 - February 1985
Skills
Teaching, Writing, Facilitating, Team Building, Business Development, Business Strategy, Coaching, Event Planning, Sales Management, Thought Leadership, Copywriting, Strategic Communications, Integrated Marketing, Brand Management, Marketing Management, Proposal Writing, B2B Marketing, Leadership, Facilitators, Mergers & Acquisitions, Management Consulting, Budgets, Public Relations, B2B, Social Media Marketing, CRM, Account Management, Brand Development, Content Strategy, Cross-functional Team..., Customer Acquisition, Digital Media, E-commerce, Training, Management, Marketing
Education
University of Pennsylvania 1980 — 1983
Bachelor of Arts, English
Croton-Harmon High School 1976 — 1980
Alder Hill Management LP February 2014 - Present
CQS (US) LLC February 2009 - January 2014
Columbus Hill Capital Mgmt LP November 2006 - January 2009
Metropolitan West Asset Management April 2002 - April 2006
Credit Suisse September 2000 - April 2002
Donaldson, Lufkin & Jenrette April 1998 - September 2000
Citibank July 1995 - April 1998
Federal Reserve Board July 1990 - July 1993
Skills
Equities, Investment Strategies, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Structured Finance, Trading, Bonds, Due Diligence, Wealth Management, Credit Analysis, Bloomberg, Options, Investment Banking, High Yield Bonds, Distressed Debt, Special Situations, Credit, Equity Derivatives, Investment Management, Credit Derivatives, High Yield, Fixed Income, CDS, Investments, Securities, Private Equity, Asset Management, Capital Markets, Leveraged Finance, Financial Markets, Emerging Markets, Valuation, LBO, Structured Products
Education
Simon School of Business - University of Rochester 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Highmore October 2014 - Present
Oppenheimer & Co. 2012 - September 2014
Citibank December 2009 - 2012
Merrill Lynch June 2005 - December 2009
Man Investments January 2002 - June 2005
Booz & Company January 2000 - December 2001
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Allocation, Business Strategy, Start-ups, Strategic Planning, Angel Investing, Managing Start-ups, Asset Managment, Fund Management, Family Office, Multi Family Offices, Registered Investment..., Liquid Alternatives, Real Assets, Portfolio Management, Asset Management, Financial Advisory, Strategy, Financial Services, Investment Advisory, Investments, Fund Of Funds, Investment Management, Investment Strategies, Equities, Wealth Management, Fixed Income, Securities, Entrepreneurship, Mutual Funds, Series 7, Capital Markets, Commodity, Funding
Education
Oxford University
Doctorate
Polaris Consulting & Services Ltd February 2015 - Present
mZeal Communications, Inc August 2014 - Present
Citibank May 2009 - October 2014
Citi July 2007 - May 2009
BlackRock February 2006 - August 2007
Merrill Lynch January 2001 - February 2006
Capco December 1998 - January 2001
State Street September 1993 - December 1998
M&T Bank June 1989 - September 1993
Skills
Outsourcing, Strategy, Business Strategy, Financial Services, Fixed Income, Capital Markets, Management, Portfolio Management, Investment Banking, Risk Management, Equities, Internal Controls, Asset Managment, Organizational..., Business Transformation, Hedge Funds, Investments, Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
SII
William E. Simon School of Business, University of Rochester 1987 — 1989
MBA, Finance, Orgainization Behaviour & Public Policy
Chartered Accountant Institute of India 1981 — 1984
Associate Chartered Accountant (ACA), Accounting and Economics
St Xavier's College, University of Kolkatta, India 1978 — 1981
B.COM (Honors), Economics and Accounting
Blyth, Inc. August 2014 - Present
Blyth, Inc. June 2013 - Present
Blyth Inc. February 2005 - June 2013
Blyth, Inc. April 1996 - February 2005
Prudential Relocation 1985 - 1996
Merrill Lynch 1980 - 1985
Citibank 1976 - 1979
Skills
Divestitures, Mergers, Liquidity Management, Working Capital..., Investor Relations, Mergers & Acquisitions, Acquisitions, Financial Analysis, Start-ups, Management, Strategy, Executive Management, Leadership, Managerial Finance, Strategic Planning, Finance, CRM, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Management
Williams College 1970 — 1973
B.A. with Honors, History of Art
Friends Academy
Friends Academy
IOMAX USA January 2014 - Present
Academy of Strategic and Entrepreneurial Leadership January 2012 - Present
Carland Consulting Group January 2010 - Present
Inkidar Enterprises, Inc. March 1993 - Present
North Carolina Motorcycle Dealers Association 1993 - Present
Webster Enterprises, Webster, NC. January 2004 - September 2010
Citibank February 1989 - May 1993
American Express January 1983 - January 1989
Skills
Business Analysis, Business Strategy, Strategic Planning, International Business, Global Strategy, Venture Development, International Trade, Venture Capital, Management Consulting, International Marketing, Business Planning, Strategic Consulting, Strategy Development, Entrepreneurship, Emerging Markets, Entrepreneur, Strategy, Operations Management, E-commerce, Business Development, Risk Management, Management, Negotiation, Consulting, Leadership, Market Research, Investments, Restructuring, Corporate Finance, Sales Management, Executive Management, Competitive Analysis, Mergers & Acquisitions, Retail, Strategic Partnerships, Forecasting, New Business Development, P&L Management, Market Analysis, Contract Negotiation, Cross-functional Team..., Marketing Strategy, International Sales, Pricing, CRM, Product Management, Product Marketing, Marketing Management, Team Building, Sales Operations
Education
Western Carolina University 2003 — 2005
Master of Entrepreneurship, Entrepreneurship
Western Carolina University 1997 — 1999
MBA, Business
University of North Carolina at Asheville 1979 — 1982
BS, Management
Lycee Franco-Libanais 1965 — 1978
High School, Mathematics
Allegis Partners February 2015 - Present
Korn Ferry International May 2012 - February 2015
The Bergen Briller Group October 1999 - April 2012
CIGNA 1998 - 1999
Citibank 1996 - 1998
Citibank 1993 - 1998
General Electric 1989 - 1993
Skills
Talent Management, Human Resources, Executive Search, Leadership, Succession Planning, Personnel Management, Management, Temporary Placement, Marketing, Talent Acquisition, Recruiting, Onboarding, Applicant Tracking..., Employee Relations, Sourcing, Organizational Design, Manufacturing, Organizational..., Performance Management, Organizational...
Education
University of Pennsylvania 1985 — 1989
BA, Political Science and Government
Modis Consulting July 2015 - Present
Optum CSS March 2015 - July 2015
SkyBridge Resources September 2014 - March 2015
Electronic Arts December 2009 - August 2014
InnoSource June 2009 - September 2009
Triad December 2005 - February 2009
Ellucian 2005 - 2009
Tek Systems August 2005 - December 2005
AOL October 2004 - August 2005
Citibank October 2003 - September 2004
Skills
Active Directory, Troubleshooting, VPN, Computer Hardware, System Administration, Technical Support, Networking, TCP/IP, Remote Desktop, Cisco Technologies, Windows XP, Microsoft Exchange, Customer Service, Citrix, Unix, VoIP, Security, Network Security, System Deployment, Help Desk Support, Software Installation, Hardware, Call Center, Windows, Windows 7, Office 365, Administration, Telephone Skills, HP Openview, Remedy Ticketing System, Knowledge Sharing, Call Management, Mobile Email, RSA SecurID, Cisco Call Manager, Cisco Unity, Remote Administrator, Quest ActiveRoles Server, Apple OS, Terminal Server, Blackberry Enterprise..., JavaScript, End User Training, Mobile Communications, Knowledge Management, Queue Management, SharePoint, Confluence, Technical Writing, Information Technology
Education
Remington College 2002 — 2003
Computer Info Systems
University of North Florida 1999 — 2001
Psychology, Music
Englewood High School 1994 — 1998
Diploma
Convergys June 2013 - August 2013
Bank of America/Merrill Lynch May 2012 - May 2013
Citibank (Banamex USA) October 2006 - March 2012
Citibank April 2005 - October 2006
Bellsouth Telecommunications December 2002 - March 2005
Sprint PCS December 2000 - December 2001
Citibank April 1995 - December 2000
Citibank Universal Card Services April 1995 - December 2000
T American Transtech July 1992 - April 1995
Skills
MS Office Suite, TCS 5.0, RTA, IEX, Centrevu Supervisor, CMS, Workstation, TSYS, DES, CERS, FM, HTML, General knowledge of...
Education
UNIVERSITY OF NORTH FLORIDA - MHRM 1991 — 1996
Human Resource Management
University of North Florida 1986 — 1991
Bachelors, History/Psychology
Citibank May 2010 - Present
Wells Fargo August 2007 - April 2010
Wachovia Bank September 2004 - August 2007
Skills
Sales management; call..., Leadership, Project Management, Hiring, Human Resources, Communication, Interviews, Team Building, Motivation, Retail Banking, Call center start-up, Peer Mentoring
Education
Virginia Tech 2000 — 2003
Master of Business Administration (MBA), MBA
University of Notre Dame 1985 — 1989
Bachelor's degree, Business, American Studies
Bank of America March 2010 - Present
Bank of America November 2006 - March 2010
Vurv Technology 2005 - 2006
BCBSFL 2004 - 2005
Washington Mutual 2003 - 2004
Citibank 2000 - 2003
Openware-a Modis Solutions Company 1996 - 1999
Jacksonville Regional Chamber of Commerce 1990 - 1993
Skills
Microsoft Office, Photoshop, HTML, JavaScript, Cakewalk Sonar, Dreamweaver, ImageReady, Vizio, AP style writing, SharePoint, Adobe Acrobat, Jingles, Public Speaking
Education
University of North Florida 1986 — 1990
B.A., Communications
Ignite Inc. powered by Stream Energy March 2009 - Present
Asas de Socorro - Wings of Help June 2000 - November 2006
Citibank July 1976 - June 2000
Skills
Banking, Internal Controls
Education
American Grad School of International Management 1975 — 1976
MIM, International Management
UNC Chapel Hill 1965 — 1968
BA, Psychology
Sedgwick November 2014 - Present
ESIS January 2013 - November 2014
Western Dental Services September 2012 - December 2012
Citibank October 2003 - September 2012
The CW Television Station January 2011 - April 2011
March of Dimes August 2010 - December 2010
Skills
Bilingual-Spanish, Insurance, Workers Compensation
Education
University of North Florida 2009 — 2011
Bachelor of Science in Communication, Advertising
Rushmore Loan Management Services, LLP October 2010 - Present
Auction.com March 2009 - September 2010
American Home Mortgage Servicing May 2008 - February 2009
Option One Mortgage August 2002 - April 2008
Bank Papan March 1996 - August 1998
Citibank August 1990 - February 1996
Skills
Business Analysis, Business Intelligence, Analytics, Strategy, Banking, Data Analysis, Strategic Planning, Management, Project Management, Access, Process Improvement, Financial Analysis, SSRS, Leadership, Mortgage Lending, Loan Servicing, Mortgage Banking, Executive Management, Financial Services, Real Estate, Financial Modeling, Loss Mitigation, Cross-functional Team..., Mortgage Servicing, SQL, Data Analytics
Education
University of Oregon - Charles H. Lundquist College of Business
Finance and Marketing
Torchmark Corporation December 2007 - Present
United American Insurance Company April 1997 - December 2007
Torchmark Corporation April 1997 - May 2001
Principal Financial Group September 1994 - April 1997
Citibank February 1993 - September 1994
Campbell Taggart May 1990 - February 1993
Deloitte & Touche September 1988 - May 1990
Skills
Insurance, Employee Benefits, Team Building, Auditing, Health Insurance, Training, Disability Insurance, Strategic Planning, Process Improvement, Life Insurance, Medicare, Term Life Insurance, Fixed Annuities, Account Management, Leadership, Benefits Administration, Underwriting, Customer Service, Sales, Risk Management, Long-term Care, Retirement Planning
Education
University of Northern Iowa 1984 — 1990
Bachelor of Arts (B.A.), Accounting
Concordis Advisors July 2015 - Present
Wash Cycle Laundry August 2014 - July 2015
University of Pennsylvania January 2014 - May 2014
University of Pennsylvania January 2011 - May 2014
Greentree Brokerage Services May 2012 - September 2013
Citibank January 2008 - September 2011
CITIGROUP, INC January 2008 - January 2011
Citibank January 2002 - January 2008
Citibank January 2000 - January 2002
Skills
Equities, Trading, Derivatives, Risk Management, Portfolio Management, Series 7, Series 63, Banking, Investments, Securities, Bloomberg, Options, Financial Services, Financial Markets, Capital Markets, Leadership, Hedge Funds, Fixed Income, Asset Management, Analysis, Equity Trading, Valuation, Mutual Funds, Financial Risk, Investment Banking, Financial Modeling, Emerging Markets, Equity Research, Equity Derivatives, Commodity, Wealth Management, Trading Systems, Bloomberg Terminal, Economics, Hedging, Quantitative Analytics, ETFs, Finance, Electronic Trading, Investment Strategies, Alternative Investments, Proprietary Trading, Private Equity, Trading Strategies, Corporate Finance, FX Options, Technical Analysis, Structured Products, Asset Allocation, Bonds
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics/Urban Studies
Smash Communications, LLC 2001 - Present
Boxman Studios April 2009 - December 2014
Luquire George Andrews 1999 - 2001
Citibank 1998 - 1999
United States Air Force 1990 - 1994
Skills
Copywriting, Integrated Marketing, Advertising, Social Media, Blogging, Social Media Marketing, Digital Media, Digital Marketing, Brand Development, Marketing, Creative Direction, Content Marketing, Content Strategy, Writing, Marketing Communications, Direct Marketing, Digital Strategy, Creative Strategy, Entrepreneurship, Corporate Communications, Online Marketing, Email Marketing, New Media, Strategic Communications, Marketing Strategy, Public Relations, Critical Thinking, Concept Development, Facebook, Inbound Lead Generation, Corporate Branding, SEO copywriting, WordPress, Website Development, Creative Development, Problem Solving, Interactive Advertising, Web Marketing, Marketing Management, B2B, Market Planning, Copy Editing, Social Media Measurement, Branding, B2B Marketing, New Business Development, Web Analytics, Inbound Marketing, Online Advertising
Education
University of North Florida 1997 — 1998
BA
Northeast Florida Regional STEM2 Hub October 2014 - Present
JEA August 1998 - January 2015
Citibank March 1995 - August 1998
Health Care Consultants Inc. March 1993 - August 1995
Skills
Strategic Planning, Telecommunications, Smart Grid, Healthcare, Universities, Critical Infrastructure..., Certified Management..., Certified Public..., Cyber-security, Leadership, Management, Program Management, Strategy, Business Process, Process Improvement, Access, Analysis, Auditing, Budgets, Business Analysis, Business Intelligence, Business Process..., Business Strategy, CMA, CPA, Change Management, Consulting, Contract Negotiation, Disaster Recovery, Energy, Enterprise Architecture, Enterprise Software, Executive Management, Finance, Governance, IT Management, IT Operations, IT Strategy, Information Technology, Infrastructure, Integration, Mergers, NERC, Nonprofits, Policy, Professional Services, Project Management, Project Planning, Public Speaking, Published Author
Education
University of North Florida - College of Business Administration 1992 — 1995
Master of Accountancy, Accounting/Taxation
University of North Florida - College of Business Administration 1989 — 1991
Bachelor of Business Administration (B.B.A.), Accountancy
UNC Kenan-Flagler August 2011 - Present
Citibank October 2008 - April 2011
Citibank July 2008 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Yonsei University 2003 — 2008
BS; BC, Child and Family Studies; Mass Communication, 3.7/4.3
NAIC 2012 - Present
Phoenix Partners, LLC 2008 - 2012
TIAA-CREF 1991 - 2008
Reuters 1989 - 1991
Citibank N.A. Taiwan July 1988 - August 1988
Citibank June 1987 - August 1987
Skills
Equity Research, Portfolio Management, Financial Reporting, Project Implementation, Proxy, Corporate Actions, Corporate Governance, Operations, Small Business..., Fundraising, Project Coordination, Tax Preparation, Bookkeeping, Accounting
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E
Hong Kong International School 1983 — 1985
High School
Scarsdale High School, Scarsdale NY 1981 — 1983
High school
Only for Friends 2001 - Present
Ogilvy & Mather 1999 - 2001
Citibank 1997 - 1999
Providian Financial September 1994 - September 1997
Chiat Day 1988 - 1990
Saatchi & Saatchi 1984 - 1988
Soskin Thompson 1981 - 1984
Skills
Advertising, Direct Marketing, Marketing Strategy, Online Marketing, Writing, Integrated Marketing, Strategic Planning, Brand Development
Education
University of Pennsylvania 1966 — 1970
Bachelor of Arts (BA), Business/Linguistics
Evanston Township High School
Office Suites PLUS at Regency December 2007 - Present
Office Suites PLUS December 2007 - March 2009
Citibank October 2005 - December 2007
Gold's Gym October 2003 - August 2005
Education
University of North Carolina at Asheville 1997 — 2000
Health and Wellness
Carlisle & Gallagher Consulting Group March 2010 - Present
Technisource 2007 - 2010
HSBC (Previously Metris Companies) 2001 - 2006
HSBC (Previously Metris Companies) 1999 - 2001
Citibank 1994 - 1999
Citibank 1990 - 1994
Skills
SDLC, Visio, Cross-functional Team..., Risk Management, Vendor Management, Call Centers, Management, MS Project, Leadership, Business Analysis, Operations Management, Call Center, Forecasting, Process Improvement, Team Building, Data Warehousing, Analysis, Requirements Analysis, Product Development, PMO, Business Process..., Project Portfolio..., Project Planning, Customer Satisfaction, Performance Management, Software Documentation, Mergers & Acquisitions, Managerial Finance, Budgets, Telecommunications, Project Management, Financial Management, Process Engineering, Change Management, Program Management, Banking, Customer Relations, Budgeting, Problem Solving, Customer Service, Coaching, Mergers, SharePoint, Planning, Documentation, Analytics, PMI Trained, Agile & Waterfall..., Consulting, PMP
Education
University of North Florida
BA, Marketing and Management
Capital Bank (Capital Bank Financial Corp.) April 2015 - Present
Capital Bank October 2013 - April 2015
Capital Bank (Capital Bank Financial Corp.) October 2012 - October 2013
Sovereign Capital October 2011 - October 2012
SunTrust Bank October 2009 - October 2011
SunTrust Bank April 2007 - October 2009
Citibank February 2005 - April 2007
RBC Bank February 2005 - September 2005
Skills
Credit, Cash Management, Consumer Lending, Customer Service, Accounting, Payroll, Notary Public, Licensed Life & Health..., Small Business Lending, Loans, Financial Risk, Banking, Commercial Banking, Deposits, Credit Analysis, Mortgage Lending, Loan Origination, Underwriting, Treasury Management, Outlook, QuickBooks, PeopleSoft, Bookkeeping, Microsoft Office, Mac, Management, Branch Banking, Problem Solving, Finance, Sales, Retail Banking, Risk Management, Team Building, Financial Audits, Operations Management, Microsoft Excel, PowerPoint, OneNote
Education
University of North Carolina at Greensboro 2012 — 2015
Bachelor’s Degree, Business Administration, Management and Operations
Missisquoi Valley HSHigh School 1999 — 2003
Diploma
Citibank Programmer AnalystIBM Global Business ServicesJuly 1997 - May 1998
Prudential Insurance Company October 1985 - July 1997
Skills
Process Improvement, COBOL, Leadership, Strategic Planning, Project Management, SQL, Program Management, SDLC, Visio, Vendor Management, Business Analysis, Agile Methodologies, Requirements Analysis, Data Warehousing, Disaster Recovery
Education
University of Pennsylvania 1980 — 1984
Bachelor's Degree, Biological Basis of Behavior
Bishop Kenny HS 1976 — 1980
High School
Alternate Resources April 2015 - Present
Citizens Financial Group, Inc. May 2011 - April 2015
Citi November 2009 - May 2011
Self Employed March 2009 - October 2009
Citigroup January 2008 - February 2009
Citi 2003 - 2008
Citibank 2001 - 2008
Smith Barney 1988 - 2001
Skills
Portfolio Management, Banking, Credit, Capital Markets, Strategy, Management, Financial Risk, Finance, Cross-functional Team..., Process Improvement, Financial Modeling, Risk Management, Financial Analysis, Analysis, Change Management, Business Process, Leadership, Budgets, SDLC
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Finance, Political Science
Alhambra Associates March 2014 - Present
Hudson Heritage Federal Credit Union September 2011 - March 2014
Nancy J. Perkins 2005 - September 2011
Perkins & Pape 1992 - 2005
Royal Trust 1989 - 1992
Citibank 1987 - 1989
American Express 1984 - 1987
Skills
Staff Development, Marketing Communications, Business Strategy, Integrated Marketing, Direct Marketing, Marketing, Product Development, Entrepreneurship, Strategic Planning, Leadership, Product Management, Competitive Analysis, Brand Loyalty, Management, Email Marketing, Market Planning, Strategy, Program Management, CRM, Start-ups, Marketing Strategy, P&L Management, Sales, B2B Marketing, Analytics, Strategic Partnerships, Product Marketing, Marketing Management, Market Research, Lead Generation, Online Marketing, E-commerce, Brand Management, Digital Marketing, Brand Development, Market Analysis, Customer Insight, Segmentation
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Strategic Marketing
Royal Bank of Scotland April 2010 - Present
Credit Suisse 2007 - 2008
Scotia Capital 2004 - 2006
JPMorgan Chase 2000 - 2004
Citibank 1994 - 1999
Skills
High Yield, Hedge Funds, Leveraged Finance, Portfolio Management, Trading, CDS, Loans, Relative Value, Asset Management, Credit, Derivatives, Credit Analysis, Event Driven, Special Situations, Fixed Income, Equities, Counterparty Risk, Credit Risk, Capital Markets, Investment Banking, Securitization, Market Risk, Financial Risk, Investments, Hedging, Banking, Funding, Structured Finance, Credit Derivatives, Financial Structuring, Capital Structure, Structured Products, Bonds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Wesleyan University 1978 — 1982
BA, Math-Economics
Teneo Holdings January 2013 - Present
FTI Consulting October 2006 - December 2012
FD, an FTI Consulting Company 2003 - September 2006
Morgen Walke 1998 - 2003
Morgen-Walke Associates 1998 - 2002
Citibank 1980 - 1983
Bank of New York 1976 - 1980
Skills
Investor Relations, Reputation Management, Strategic Communications, Corporate Communications, Private Equity, Valuation, Message Development, Financial Modeling, Crisis Management, Restructuring, Due Diligence, Corporate Finance, Media Relations, Corporate Social..., Internal Communications, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1976 — 1980
MBA, Finance
University of Pennsylvania 1970 — 1974
AB, Sociology
South Kent School 1965 — 1970
Diploma, College preparatory
Buyside Research PresidentBuyside Research1996 - Present
NYSE Euronext (SIAC) 1983 - 1991
Citibank 1966 - 1975
US Army 1964 - 1966
Education
The University of Chicago 1962 — 1964
MBA, Finance
University of Notre Dame 1958 — 1962
BA, Economics
Citibank May 2009 - Present
Banco Popular January 2004 - December 2008
Banco Popular April 2000 - January 2004
Banco Popular September 1993 - April 2000
First Fidelity Bank April 1992 - September 1993
Fidelity Bank September 1986 - April 1992
Wilmington Tust January 1981 - September 1986
Skills
Strategy, Product Management, Cross-functional Team..., Training, Sales, Business Development, Product Marketing, Leadership, Business Strategy, Competitive Analysis, Vendor Management, Management, Marketing Strategy, Analysis, Market Research, Strategic Partnerships, Executive Management, Marketing, Coaching, Strategic Planning, Product Development, Sales Management, Project Management, Mergers & Acquisitions, Banking, New Business Development
Education
University of South Carolina - Darla Moore School of Business 1978 — 1980
MBA, Marketing
University of North Carolina at Chapel Hill 1975 — 1978
B.A., American History
Accenture July 2008 - Present
CitiBank May 2007 - August 2007
Skills
Management Consulting, Business Analysis, Business Process, Change Management, SDLC, Business Process..., Requirements Analysis, Project Management, Program Management, Integration, Strategy, Consulting
Education
University of Notre Dame 2004 — 2008
B.S., Mechanical Engineering
William Raveis Real Estate September 2014 - Present
MTL (Money/Talent/Lifestyle) October 2013 - Present
Primerica October 2013 - Present
Harlem Renaissance 2.0 October 2009 - Present
The Corcoran Group January 2014 - September 2014
MAKE/Creative Talent Advisors March 2006 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2006 - August 2010
Investance 2003 - 2006
Merrill Lynch 1992 - 2002
Citibank 1990 - 1992
Skills
French, Coaching, Entrepreneurship, Personal Services, Talent Management, Fashion, Music, Entertainment, Dance, Luxury, Lifestyle, Management Consulting, Brand Development, Small Business, Start-ups, Business Strategy, Business Planning, New Business Development, Trend Analysis, Strategic Planning, Financial Analysis, Asset Management, Investments, Marketing Strategy, Marketing Communications, Public Relations, Event Management, Public Speaking, Equities, Online Advertising, Budgets, Asset Managment, Strategic Financial..., Beauty Industry, Marketing, Business Development, Art, Performing Arts, Finance, Venture Capital, Management, Private Equity, Corporate Finance, Risk Management, Emerging Markets, Digital Media, Advertising, Financial Services, Integrated Marketing, Social Media
Education
Université Panthéon Sorbonne (Paris I) 1984 — 1990
Maitrise de Sciences de Gestion (MSG; Business Management)
Lycee Carnot, Paris 1982 — 1984
Baccalauréat D
Wells Fargo Equipment Finance October 2013 - Present
Wells Fargo Equipment Finance August 2008 - September 2013
Citibank November 2002 - 2008
Skills
Business Development, Team Building, Solution Selling
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Marketing
Citibank May 2001 - April 2013
Skills
Project Management, Program Management, Experienced Business..., Six Sigma, Banking, Capital Markets, Credit, Credit Cards, Equities, Financial Services, Fixed Income, PMO, Portfolio Management, Risk Management, Vendor Management, Employee Engagement, Process Improvement, Business Analysis, SDLC, Business Process..., Strategic Planning, Leadership, IT Strategy, Cross-functional Team..., Software Project..., Strategy
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
CommunityBank of Texas N.A. April 2014 - Present
Citibank March 2008 - April 2014
Regions Financial Corporation September 2005 - March 2008
Wachovia, A Wells Fargo Company December 1999 - September 2005
Comerica Bank June 1997 - December 1999
Chase Bank June 1988 - August 1996
Skills
Commercial Banking, Treasury Management, Cash Management, Banking, Credit, Management, Mergers, Commercial Lending, Mergers & Acquisitions, Sales, Due Diligence, Leadership, Portfolio Management, Relationship Management, Loans, Treasury, Financial Services, Risk Management, Payments, Credit Risk, Credit Cards
Education
University of North Texas 1993 — 1996
BBA, Marketing
Bridge City High School
Citi April 2015 - Present
Citi February 2013 - Present
Citibank March 2006 - February 2013
Citibank April 2005 - March 2006
Citibank October 2002 - April 2005
Citibank July 2000 - October 2002
Barnett Card Services 1991 - 1996
Skills
Project Management, Strategic Planning, People Development, Process Improvement, Business Writing, Product Management, Analysis, Training Delivery, Internal Audit, Process Management, Quality Assurance, Business Requirements, Business Analysis, Financial Analysis, Vendor Management, PMO, Team Leadership, Testing, Risk Management, Agile Methodologies, Program Management, SDLC, Management, Risk Assessment, Banking, Software Documentation, Change Management, Cross-functional Team..., Security, Training, Business Process..., Credit Cards, Financial Services, Project Portfolio..., Portfolio Management, Retail Banking, Software Project..., Project Delivery, Analytics, Requirements Analysis, Relationship Management, Leadership
Education
University of North Florida 1996 — 2000
Bachelor's Degree, Finance
Accenture January 2015 - Present
SunTrust Bank October 2012 - January 2015
EagleBank April 2010 - June 2012
Bank of Georgetown May 2008 - April 2010
Citibank July 2006 - June 2008
Citibank October 2005 - June 2006
Skills
Banking, Commercial Lending, Financial Services, Cash Management, Non-profits, Commercial Banking, Small Business, Strategic Planning, Business Development, Real Estate, New Business Development, Business Strategy, Loans, Entrepreneurship, Team Building, Credit, Executive Management, Leadership, Mortgage Lending, Nonprofits, Risk Management
Education
Georgetown Center for Professional Development 2006 — 2007
Certificate, Certified Financial Planning
University of North Texas 1991 — 1996
BA, Music, Spanish & French
Citibank September 2014 - February 2015
Broad Street Funds September 2013 - August 2014
Lender Processing Services, Inc. (LPS) September 2012 - August 2013
Lender Processing Services, Inc. (LPS) August 2011 - September 2012
First Man Financial Company June 2009 - January 2011
PHH Mortgage August 2002 - August 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Data Analysis, Management, Business Analysis, Microsoft Office, Leadership, Team Building, Strategic Planning, Team Leadership, Customer Satisfaction, Business Strategy, Forecasting, Financial Analysis, Banking, Analysis, Finance, Operations Management, Project Management, Project Planning, Budgets, Change Management, Program Management
Education
University of North Florida 2009 — 2011
MBA, Economics
University of North Florida 2007 — 2009
Bachelor of Business Administration (B.B.A.), Economics, Honors graduate (Summa cum laude)
Citibank March 2011 - Present
Mack Financial Group January 2005 - March 2011
Skills
Commercial Banking, Recruiting, Banking, Risk Management, Relationship Management, Management, Onboarding, Loans, Commercial Lending, Human Resources, Finance, Analysis, Sourcing, Customer Retention, Sales, Credit, Microsoft Excel, Interviews, Retail Banking, Leadership
Education
University of Ottawa 1998 — 2001
Oxford University Press September 2012 - Present
Gively, Inc. November 2011 - October 2012
Beauty Empowerment LLC April 2008 - October 2011
Business Development Consultant March 2008 - September 2011
Grupo Omnilife March 2006 - February 2008
Grupo Omnilife November 2003 - June 2006
PRASAD Project and SYDA Foundation April 1999 - October 2003
Citibank January 1996 - April 1999
Skills
Entrepreneurship, Digital Media, Digital Marketing, Social Media Marketing, Strategic Partnerships, Business Strategy, New Business Development, Thought Leadership, Strategic Leadership, Fundraising, International Business..., Deal-making, Strategic Planning, Public Speaking, Social Media, Strategy, Management, Analysis, Negotiation, Program Management, Team Building, CRM, Leadership, Organizational..., Management Consulting, Deal Development, Executive Coaching, Publishing, Business Development, Coaching, Public Relations, Nonprofits, Business Planning, Small Business, Marketing, Social Networking, Digital Strategy, Executive Management, Cross-functional Team..., Market Analysis, Sales, Sales Management
Education
Oxford University
BA/MA, Politics, Philosophy, Economics
St Clare's College, Oxford
International Baccalaureate, Economics and History
Bridgewater Associates, LP 2011 - Present
UBS Financial Services 2007 - 2010
Citigroup 1999 - 2007
Citibank 1997 - 1999
Citicorp 1995 - 1997
Skills
Private Banking, Wealth Management, Leadership Development, Business Strategy, Sales Management, Portfolio Management, Alternative Investments, Fixed Income, Equities, Investments, Investment Advisory, Structured Products, Strategy, ETFs, Asset Allocation, Asset Management, Investment Strategies, Securities, Hedge Funds, Financial Advisory, Financial Services, Finance, Financial Risk, High Net Worth..., Trading, Private Equity, Investment Management, Series 7, Estate Planning, Mutual Funds, Capital Markets, Series 63, Bonds, Derivatives, Emerging Markets, Investment Banking, Fund Of Funds, Financial Markets, Options, Wealth Management..., Investor Relations
Education
University of Oxford 1984 — 1986
M. Philosophy, Politics
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, Finance
CSX Transportation May 2014 - Present
CSX July 2013 - May 2014
Citibank May 2004 - May 2013
Skills
Business Analysis, HR Software, PeopleSoft, Business Analytics, Microsoft Excel, SDLC, Visio, SharePoint, HTML, Process Improvement, SQL, Requirements Gathering, Business Process..., Requirements Analysis, Analysis, Business Intelligence, Vendor Management, Management, Databases, Testing, Quality Assurance, Human Resources, Troubleshooting, Software Documentation, User Acceptance Testing
Education
University of Phoenix 2007 — 2009
MBA, Business Admin
University of North Florida 2004 — 2007
Bachelor, Health Science
Voices for Vermont's Children April 2011 - Present
Burlington School District 2006 - January 2012
Opportunities Credit Union 2003 - 2007
Time Inc. 2000 - 2003
Common Ground Community 1997 - 1999
Citibank 1995 - 1997
The Franklin Mint 1994 - 1995
Primavera Systems January 1991 - December 1993
Skills
Community Organizing, Web Analytics, Community Outreach, Project Planning, Non-profits, Leadership, Higher Education, Editing, Program Development, Marketing, Fundraising, Staff Development, Volunteer Management, Grants, Nonprofits, Research, Training, Leadership Development
Education
University of Pennsylvania - The Wharton School 1987 — 1991
B.S. Economics, Marketing
University of Vermont 2009 — 2011
M. Ed., Educational Leadership and Policy Studies
Roxbury High School 1984 — 1987
Century Lofts 2011 - Present
investment analysis and private investment September 2010 - Present
St Paul's Bloor Street 2000 - Present
Solutions by Sequence Inc September 2000 - September 2010
JUMP Math 2001 - 2007
Simon Fraser University September 1991 - July 2000
Stern School of Business at NYU June 1986 - July 1991
Grace Church in New York 1980 - 1991
American Finance Association September 1984 - June 1986
Citibank 1980 - 1981
Skills
Financial Analysis, Mathematical Modeling, Technical Writing, Mathematics, Writing, Decision Science, Cost Analysis, Corporate Finance, Research, Strategy, Financial Modeling, Cost Benefit, Operations Research, Microsoft Excel, Finance, Public Speaking, Analysis, Decision Theory, Business Strategy, Valuation, Economics, Strategic Planning, Leadership, Statistics, Accounting, Data Analysis, Venture Capital, Private Equity, Teaching, Entrepreneurship, Business Valuation, Start-ups, Portfolio Management, Investments, Management Consulting, Risk Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1993
Doctorate of Philosophy, Finance and Mathematics
University of Northern Colorado 1976 — 1980
BSc, Business
Manitou Springs High School 1972 — 1976
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo Home Mortgage March 2010 - December 2012
Citibank North America July 2006 - August 2006
Citibank May 2005 - August 2005
Skills
Leadership
Education
University of Northern Iowa
Bachelor of Arts, Finance and Economics - Business Analysis
Brooks Brothers 2010 - Present
BG Consulting 2007 - 2010
Carver Federal Savings Bank 2008 - 2009
Citibank 2005 - 2007
Citibank 1999 - 2005
Citibank Credit Cards 1997 - 1999
Citibank Credit Cards 1994 - 1997
Citibank Credit Cards 1992 - 1994
Citibank Credit Cards 1989 - 1992
Skills
Database Marketing, Segmentation, Analytics, Integrated Marketing, Loyalty Programs, Online Advertising, Brand Awareness, Customer Acquisition, Loyalty Marketing, Multi-channel Marketing, Brand Loyalty, Direct Marketing
Education
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania
BA
University of Miami August 2013 - Present
Wynvale Financial Distributors LLC September 2012 - Present
Coral Gables Trust 2004 - Present
The International SeaKeepers Society March 2010 - October 2012
Morgan Stanley 1999 - 2002
Merrill Lynch 1988 - 1999
Citibank 1977 - 1988
Skills
Wealth Management..., Credit, Wealth Management, High Net Worth..., Banking, Alternative Investments, Portfolio Management, Finance, Financial Services, Asset Managment, Investments, Loans, Corporate Governance, Strategy, Private Banking, Mutual Funds, Equities, Insurance, Corporate Finance, Funding, Management, Asset Management, Fixed Income, Capital Markets, Estate Planning, Investment Advisory, Investment Management, Investment Strategies, Emerging Markets, FINRA, FX Options, Securities, Hedge Funds, Private Equity, Asset Allocation, Strategic Planning, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Economics
Citibank July 2015 - Present
JPMorgan Chase May 2013 - July 2015
Greenlight Financial Services August 2010 - May 2013
NationPoint 2003 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Refinance, Residential Mortgages, Credit, FHA financing, VA loans, Credit Analysis, Underwriting, Banking, First Time Home Buyers, Real Estate, Investment Properties, FHA Financing, VA Loans, USDA
Education
University of Oregon
Bachelor of Science, Psychology
Kemper Corporation November 2013 - Present
JPMorgan Chase February 2011 - November 2013
JP Morgan Chase May 2009 - February 2011
Weyerhaeuser January 2008 - May 2009
Weyerhaeuser June 2005 - January 2008
Citibank July 1999 - June 2005
Skills
Data Management, Reporting Automation, Relational Databases, Data Analysis, SQL, Finance, Microsoft Access, SAP, MIS, Toad, Financial Analysis, Financial Modeling, Process Improvement, Risk Management, Credit, Microsoft Excel, Financial Forecasting, Business Analysis, Business Process..., Databases, Hyperion Essbase, Business Process, Analysis, Access, SharePoint, Analytics
Education
University of North Florida - College of Business Administration 2000 — 2005
Banking and Finance, Investments
Goldman Sachs August 2015 - Present
Citibank March 2011 - August 2015
T-Mobile May 2003 - January 2011
FCNB 2001 - 2003
Skills
Statistics, Statistical Modeling, Optimization, Credit Risk, Fraud, Marketing Analytics, Online Marketing, Online Marketing..., Digital Marketing, Digital Strategy, Marketing Strategy, Social Media, Social Media Marketing
Education
Washington State University 1999 — 2001
Masters, Statistics, 3.96
University of Oregon 1994 — 1999
BS, Mathematics
Kurt Salmon February 2012 - Present
MasterCard Advisors 2005 - April 2011
JPMorgan Chase August 2000 - December 2003
American Express August 1996 - August 2000
Citibank September 1992 - August 1996
Skills
Payments, Product Development, Customer Experience..., Strategic Planning, Product Innovation, Product Strategy, Value Proposition Design, Consumer Insights..., Consumer Needs..., Credit Cards, Debit Cards, Prepaid Cards, Product Management, Strategy Formulation, Marketing, Needs Analysis, Needs Identification, Strategy Creation, P&L Management, Product Marketing, Research Consulting, Business Development, Business Case, Portfolio Management, Analytics, Banking, Strategic Partnerships, Strategic Roadmaps, Segmentation, Roadmap Creation, Product Evaluations, Executive Management, Competitive Analysis, Management, Strategy, Financial Services, Leadership, Risk Management, Credit, Market Entry, Mobile Payments, Mobile Devices, Management Consulting, E-commerce, IT Strategy, Mergers & Acquisitions, Business Process...
Education
University of Pennsylvania
BA
University of Virginia Darden School of Business
MBA
Consulting Projects January 2013 - Present
Societe Generale July 2009 - October 2012
Macquarie Bank April 2004 - June 2009
Bank of America 1997 - 2002
Citibank 1993 - 1997
ING 1991 - 1993
Chase Manhattan Bank 1990 - 1991
Koch Industries 1986 - 1990
Skills
Derivatives, Commodity, Investment Banking, Financial Structuring, Capital Markets, Options, Trading, Structured Products, Structured Finance, Risk Management, Hedge Funds, Financial Markets, Investments, Corporate Finance, Portfolio Management, Trading Systems, Financial Risk
Education
University of Oklahoma - Price College of Business 1982 — 1985
Bachelor of Science (BSc), Finance / Accounting
Legacy Texas Bank May 2015 - Present
Citibank July 2008 - May 2015
Citibank Texas, N.A. July 2008 - May 2015
PNC Business Credit 2002 - May 2006
Bank of America 1999 - 2001
Skills
Asset Based Lending, Portfolio Management, Commercial Banking, Credit Risk, Credit Analysis, Underwriting, Banking, Capital Markets, Commercial Lending, Credit, Financial Risk, Loan Origination, Loans, Treasury Management, Financial Modeling, Financial Structuring, Mortgage Lending, Financial Analysis
Education
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor of Arts (B.A.), Economics
Citibank 2004 - Present
Citibank 1999 - 2004
Citibank 1996 - 1999
Citibank 1994 - 1996
Citibank 1984 - 1994
Education
Visitation 1977 — 1983
University of North Florida
BS, Computer and Information Sciences
Herring Bank December 2014 - Present
Texas Bank Financial July 2014 - September 2014
Citibank May 2011 - June 2014
Compass Bank July 2005 - May 2011
Community Credit Union 2001 - 2005
Ignition Inc 2001 - 2001
Amtech / Transcore 1997 - 2001
Share Plus Federal Bank 1992 - 1995
Skills
Credit, Banking, Mortgage, Risk Management, Sales Management, Consumer Lending, Loans, Small Business Lending, Retail Banking, Lines Of Credit, Commercial Banking, Mortgage Banking, Loan Origination, Credit Analysis, Branch Management, Series 63, Investments, Cross Selling, Portfolio Management, Deposits, Insurance, Credit Cards, Residential Mortgages, Branch Banking, Relationship Management, Refinance, Investment Advisory, Series 6, Home Equity Loans, Merchant Services, OFAC, Commercial Lending, Financial Services, Treasury Management, Credit Risk, Mutual Funds, Commercial Mortgages, Retirement Planning, Cash Management, Financial Risk, Internet Banking, Asset Based Lending, KYC, Mortgage Lending, Sales, Management, Business Development, Leadership, Customer Service, Finance
Education
University of North Texas 1990 — 1994
Business Administration
newman smith
Fifth Third Bank April 2013 - Present
Citigroup December 2009 - March 2013
Citibank 2006 - 2009
Chase 1994 - December 2005
Skills
Credit, Relationship Management, Retail Banking, Financial Services, Analytics, Portfolio Management, Strategy, Credit Cards, Banking, Business Strategy, Cash Management, Risk Management, Marketing Strategy, Advertising, Marketing Communications
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing
University of Pennsylvania - The Wharton School
BSE, Finance
Shellpoint Partners November 2010 - Present
C-BASS February 1996 - November 2010
Citibank 1988 - 1996
Citigroup 1988 - 1996
Goldman Sachs 1984 - 1988
Skills
Capital Markets, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Structured Finance, Investments, Asset Management, Private Equity, Derivatives, Alternative Investments, Structured Products, Investment Banking, Loans, Securitization, Securities, Trading, Financial Structuring, Equities, Financial Markets, Funding, Emerging Markets, Hedging, Private Placements, Investment Management, Bonds, Options, Investment Strategies, Venture Capital, Bloomberg, Investment Advisory, IPO
Education
University of Pennsylvania 1972 — 1975
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
Electric Power Board April 2013 - Present
Duley Hopkins & Associates November 2011 - April 2013
SofTech Solutions January 2011 - November 2011
Duley Hopkins & Associates November 1998 - December 2010
Tennessee Valley Authority November 1998 - 2010
Heil Trailer International 2006 - February 2008
Intellisource 1998 - 1998
PRC (Now part of Northrop Grumman) 1997 - 1998
Citibank 1994 - 1997
STR Corporation 1987 - 1994
Skills
Oracle PL/SQL, Oracle 11g DBA, Oracle ASM, Oracle 11g RAC, Linux Shell Programming, Oracle SQL, Red Hat Linux 6, Oracle 11gR2 RAC
Education
University of Oklahoma 1981 — 1984
BS, Computer Science
Societe Generale January 2010 - May 2013
SGCIB January 2009 - December 2010
Societe Generale January 2006 - December 2008
Societe Generale January 2001 - December 2005
Societe Generale January 1995 - December 2000
Societe Generale May 1992 - December 1994
Citibank June 1985 - May 1992
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Back Office, Middle Office, FX Options, Equities, Financial Markets, Operational Risk, Risk Management, Banking, Financial Risk, Interest Rate..., Credit Derivatives, Financial Services, IT Management, Project Management, Project Planning, Management, Operations Management, Electronic Trading, IT Project & Program..., Data Administration, Data Quality, Outsourcing, IT Strategy, Business Process, Securities, Process Improvement, Collateral Management, Business Development, Business Process..., Structured Products, Swaps, Program Management, Market Risk, Bloomberg, Prime Brokerage, Options, Hedge Funds, Structured Finance, Market Data
Education
University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Finance, General
JP Morgan Chase July 2010 - Present
Citibank June 2008 - July 2010
Citibank December 2006 - June 2008
Wells Fargo 2006 - 2006
Servicio de Impuestos Internos 2005 - 2005
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2004
Bachelors of Science
Wells Fargo Home Mortgage Finance February 2013 - Present
Wells Fargo CMBS January 2011 - February 2013
Wells Fargo March 2004 - December 2011
Citibank July 2000 - February 2004
American General Finance August 1999 - June 2000
Metlife November 1998 - August 1999
Skills
Excel, Financial Analysis, Financial Reporting, Microsoft Excel, Banking, Credit, Credit Risk, Commercial Lending, Team Building, Loans, Financial Risk, Loan Servicing, Portfolio Management, Credit Analysis, Accounting, Commercial Banking, Financial Services, Cross Selling, Consumer Lending, Leadership, Strategic Financial..., Small Business Lending, Retail Banking, Finance, Cash Management, Analytics, Forecasting, Investments, Financial Modeling, Business Analysis, Mortgage Lending, Access, Series 63
Education
University of Notre Dame 1994 — 1998
Bachelor, Finance
Self Employed June 2009 - Present
Citibank June 2008 - June 2009
Citi 2008 - June 2009
Winn Dixie Stores January 2005 - June 2008
Resources Global Professionals 2004 - 2004
Education
University of North Florida - College of Business Administration 1999 — 2001
MBA, Finance
University of North Florida 1995 — 1999
BA, Finance
CitiMortgage 1998 - 2007
Citigroup 1976 - 2007
Citi Group 1976 - 2007
Citi 1976 - 2007
Citibank 1976 - 2007
Skills
Credit, Credit Risk, Loans, Banking
Education
University of Northern Colorado 1965 — 1969
B.A., Economics
CLS Bank January 2013 - Present
BTMU August 2011 - August 2012
Citibank August 2000 - August 2011
Xybion Corporation 1998 - 2000
ITT AVIONICS 1996 - 1998
Lockheed Martin/Martin Marietta/GE/RCA 1989 - 1996
Villanova University 1985 - 1989
Villanova University 1985 - 1989
Keating Construction company 1986 - 1988
Hi-Point Golf Farm 1981 - 1985
Skills
Banking, Vendor Management, Capital Markets, SWIFT payments, SDLC, Program Management, Product Management, Mergers, Integration, Software Development, Information Security..., Resource Management, New Business Development, Solution Architecture, Business Process Design, ITIL
Education
Villanova University 1985 — 1989
Archbishop Wood 1981 — 1985
Diploma
University of Pennsylvania - The Wharton School
Citi 2011 - Present
Citibank December 2010 - November 2011
Citigroup 2008 - December 2010
Citi October 1990 - May 2008
Skills
Credit Cards, Analytics, Vendor Management, Process Improvement, Portfolio Management, Agile Methodologies, Customer Experience, Direct Marketing, Financial Services, Credit Risk, Banking, User Experience, Risk Management, Product Management, Business Analysis, SDLC, Strategic Partnerships, Customer Acquisition, Segmentation, Strategy, Financial Risk, E-commerce, Internet Banking, Retail Banking
Education
University of North Florida - College of Business Administration
University of Notre Dame 2008 - Present
Peak Performance May 2001 - 2008
Old Kent Financial Corporation 1997 - 2001
Citibank 1982 - 1997
Citigroup 1982 - 1996
Skills
Strategic Planning, Microsoft Excel, Fundraising, Social Networking, Event Planning, Nonprofits, Data Analysis, Leadership, Management, Leadership Development, Community Outreach, Analysis, Public Speaking, Banking, Staff Development, Strategy, Team Building
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Psychology
CIT Group, Inc Quality Training ManagerCIT2007 - Present
Citibank July 2003 - July 2007
Humana 1998 - 2005
Education
University of North Florida - College of Business Administration
B.A., Marketing
Citibank July 2004 - Present
Education
University of North Florida 1983 — 1985
MBA
University of North Florida 1980 — 1982
BT, Information Technology
Commercial Metals Company April 2013 - Present
Commercial Metals Company December 2010 - Present
Lehigh Hanson June 2009 - Present
Citibank February 2005 - November 2008
Education
University of North Texas 1997 — 2000
BBA, Human Resources
BBAM LLC 1996 - Present
Citibank 1989 - 1996
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
City of Rockwall 2015 - Present
US Bank 2010 - Present
FBOP Corporation July 2007 - March 2010
Union Bank of California 2001 - 2007
Bank of America 1994 - 2001
Citibank 1992 - 1994
Skills
Portfolio Management, Credit, Loans, Asset Management, Underwriting, Real Estate, Loan Origination, CRM, Management, Financial Structuring, Investment Properties, Commercial Real Estate, Negotiation, Marketing, Executive Management
Education
University of North Texas 1987 — 1990
BBA - Finance/Banking
University of North Texas
MBA - Candidate, Finance and Financial Management Services
Standard & Poor's September 2000 - Present
Republic National Bank 1996 - 2000
Bank Central Asia 1996 - 1999
Citibank 1990 - 1994
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA
WellStar Health System June 2012 - Present
MedAssets November 2010 - Present
NextGen Healthcare Information Systems April 2009 - November 2010
GLOBAL GREENUP April 2008 - April 2009
COMPUCOM SYSTEMS September 2006 - April 2008
Citibank August 2003 - January 2008
FIRST COAST SERVICE OPTIONS February 2004 - November 2005
Skills
Microsoft SQL Server
Education
University of North Florida 2000 — 2003
Bachelors, Computer and Information Sciences
University of North Florida 2000 — 2003
Bachelor of Science, Computer and Information Science
Alliance High School
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Apollo Global Management April 2010 - Present
his own longevity/mortality consulting firm October 2009 - May 2011
Greystone March 2009 - October 2009
Swiss Re July 2007 - January 2009
UBS Investment Bank December 1999 - May 2007
Citibank April 1987 - December 1999
Skills
Capital Markets, Financial Structuring, Derivatives, Alternative Investments, Management, Structured Products, Financial Services, Financial Risk, Private Equity, Mutual Funds, Due Diligence, Fixed Income, Equities, Insurance, Structured Finance
Education
University of Ottawa
LL.B, Banking, Corporate, Finance, and Securities Law
First Data Corporation 2015 - Present
Capital One April 2014 - 2015
RBS CITIZENS BANK September 2008 - April 2014
Citibank 2004 - 2008
Deutsche Bank 2001 - 2004
Citibank 1990 - 2001
Skills
Banking, Cash Management, Credit, Portfolio Management, Treasury Management, Business Development, Payments, Risk Management, Strategic Planning, Financial Risk, Credit Risk, Financial Services, Relationship Management, Sales, Management, Strategy, E-commerce, Trade Finance, Retail Banking, Continuous Improvement, Internet Banking, Value Creation, Commercial Lending, Strategic Planning..., Staff Coaching &..., Global Sales Management, Investments, Capital Markets, Leadership, Multimillion-Dollar..., Turnaround &..., Sales Growth, Sales & Marketing..., Solution Selling, Sales Forecasting, Complex Contract..., Client Education, Budget Administration, Multimillion-Dollar P&L, Crises Management, Policy Formulation, Consultative Sales..., Sales Team Leadership &..., Profit Margin Increases, Compliance Management, Market Analysis, Public Speaking, Client Retention..., Emerging Markets, Global Cash Management
Education
Iona College
Bachelor of Business Administration, Major in Finance
University of Pennsylvania - The Wharton School
Strategic Risk & Managing Value Creation
University of Virginia Darden School of Business
18-Month Management Associate Program
University of Virginia Darden School of Business
E-Commerce Executive Education Advanced Credit & Risk Training Program
Kroger June 2013 - Present
Kroger June 2012 - May 2013
Kroger October 2010 - May 2012
Citibank November 2009 - September 2010
Talbots October 2006 - May 2009
Skills
Digital Strategy, Program Coordination, Marketing Planning and...
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Business, Marketing
St. Ursula Academy 2001 — 2005
JM Family Enterprises 1995 - 2002
Goodwin Biotechnology, Inc. 1993 - 1995
Citibank 1989 - 1992
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BS, Finance
Nationstar Mortgage November 2012 - Present
Homeward Residential, Inc. March 2012 - November 2012
MetLife Home Loans May 2009 - March 2012
Fidelity Investments May 2008 - February 2009
Citibank October 2002 - May 2008
Education
University of North Texas 1997 — 2002
Bachelor of Business Administration (BBA), Finance
One Call Care Management 2010 - Present
MSC Care Management 2010 - 2013
Citibank 2008 - 2010
Education
University of North Florida
B.S., Communications
Protiviti January 2014 - Present
Protiviti July 2011 - January 2014
Collabera August 2010 - July 2011
PepsiCo May 2009 - August 2009
Thermadyne Inc May 2008 - January 2009
Citibank July 2003 - October 2007
Suncoast Motion Picture Company July 2002 - November 2003
Skills
Data Analysis, Unix, Capacity Planning, Configuration Management, Disaster Recovery, Process Improvement, Auditing, Networking, Information Technology, Business Analysis, Business Intelligence, Visio, Business Process..., IT Audit, SharePoint, Business Continuity...
Education
University of North Texas 2007 — 2009
MS, BCIS (Info Systems)
University of South Florida 1998 — 2002
BS, Management
Provident Bank January 2007 - May 2009
Provident Bank December 2000 - May 2007
Provident Bank January 1993 - December 2000
Citibank August 1982 - May 1988
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Marketing
University of Pennsylvania 1978 — 1980
BA, Political Science/French
Wesleyan University 1976 — 1978
Political Science/French
Terrabank N.A. July 2006 - Present
Bancafe, Miami February 2005 - May 2006
Regions Bank, Miami September 2003 - February 2005
Citibank September 1998 - January 2001
Citibank January 1996 - August 1998
Citibank September 1993 - January 1996
Citibank February 1991 - August 1993
Citibank August 1981 - January 1991
Skills
Loans, Small Business Lending, Commercial Banking, Banking, Credit, Asset Based Lending, Credit Analysis, Corporate Finance, Private Banking, Retail Banking, Credit Risk, Commercial Mortgages, Financial Risk, Lines Of Credit, AML
Education
University of Pennsylvania
Fulton Bank, N.A. June 2013 - Present
Citibank June 2011 - May 2013
M&T Bank November 2001 - April 2011
M&T Bank November 2001 - April 2011
M&T Bank - Philadelphia August 1999 - November 2001
Soveriegn Bank August 1999 - November 2001
Sovereign Bank May 1999 - November 2001
Sovereign Bank January 1999 - January 2001
First Union National Bank January 1985 - January 1999
First Union National Bank 1985 - 1999
Skills
Retail Banking, Banking, Consumer Lending, Strategic Planning, Business Planning, Commercial Lending, Loans, Commercial Banking, Human Resources, Project Management, Regulatory Requirements, Training, Team Leadership, Portfolio Management, Investments, Cross Selling, Financial Analysis, Sales Management, Wealth Management, Finance, Financial Services, Performance Management, Lines Of Credit, Loan Origination
Education
The Wharton School, University of Pennsylvania 1979 — 1983
B.S, Economics
University of Pennsylvania 1979 — 1983
B.S., Management
Bronx High School of Science, class of 1979 1975 — 1979
Citibank 1955 - 1995
Citibank 1955 - 1995
Citibank 1955 - 1995
Citigroup 1955 - 1995
Education
University of Oxford 1951 — 1955
BA, Liberal Arts
JPMorgan Chase & Co. May 2013 - November 2014
JPMorgan Chase May 2012 - May 2013
Saxon, a division of Morgan Stanley January 2011 - April 2012
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase July 2007 - July 2010
Citibank 2006 - 2007
Skills
Excel, Access, PowerPoint, Word, Microsoft Office, Outlook, Customer Relations, Business Analysis, Analysis, Administration, SQL, Teamwork, Windows, Troubleshooting, Avaya, Visio, Customer Service, Software Documentation, System Administration, Microsoft Excel, Call Centers, Microsoft Word
Education
University of North Texas
BS Psychology, graduated 2006
Citibank August 2002 - Present
Convergys January 1997 - March 2002
Prudential Insurance 1986 - 1996
Skills
Business Analysis, Process Improvement, Requirements Analysis, Change Management, Analysis, Requirements Gathering, Data Analysis, Microsoft Office, Business Process
Education
University of North Florida 1973 — 1976
Bachelor of Arts (BA), Sociology
Florida State College 1973 — 1974
Associate of Arts (AA)
GenEquity Mortgage January 2015 - Present
Stearns Lending July 2014 - January 2015
EverBank January 2013 - January 2014
Citibank May 2012 - January 2013
Platinum Real Estate Funding, Inc January 2000 - March 2012
Branded Bottle 2007 - 2008
Skills
Mortgage Lending, Residential Mortgages, Non-Conforming, Investment Properties, Loans, Refinance, Funding, Mortgage Banking
Education
University of Oregon 1991 — 1994
BS, Finance and Economics
KCG Capital Advisors 1994 - Present
PaineWebber 1991 - 1993
Security Pacific Bank 1987 - 1991
Deloitte Consulting 1985 - 1987
Citibank 1979 - 1985
Bache and Co. 1975 - 1977
Skills
Philanthropy, Social Entrepreneurship, Alternative Investments, Hedge Funds, Family Office, Investments, Private Equity, Wealth Management, Asset Managment, Asset Allocation, Portfolio Management, Venture Capital, Investment Management, Equities, Endowments, Financial Services, Investment Strategies, High Net Worth..., Asset Management, Fixed Income, Financial Advisory, Mergers & Acquisitions, Start-ups, Fund Of Funds, Wealth Management..., Emerging Markets
Education
University of Pennsylvania - The Wharton School
Executive Education Certificate - Entrepreneurship and Venture Capital Investing
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Wesleyan University 1971 — 1975
BA, Economics and Government
Chaminade High School 1967 — 1971
High School, Honors/Regents High School/Secondary Diploma Program
Our Lady of Victory - Floral Park NY 1962 — 1967
Intel Corp. Assistant General CounselLTV Steel Company1993 - 2003
Citibank 1978 - 1993
Skills
Employee Benefits, Process Improvement, Labor Relations, Mergers & Acquisitions
Education
University of Pennsylvania Law School
JD
JPMorgan Chase November 2009 - Present
Citibank July 2009 - October 2009
Citibank October 2002 - July 2009
Education
University of North Florida - College of Business Administration 2006 — 2009
Bachelors, Management
Citibank April 2005 - Present
JP Morgan Chase January 1990 - April 2005
JP Morgan Chase September 1992 - October 1997
Education
University of North Texas
BBA, Marketing
Citibank Team LeaderWachovia, A Wells Fargo CompanyApril 2001 - October 2008
Education
University of North Florida 2009 — 2011
Masters, Accounting
University of Phoenix 2004 — 2008
Bachelors, Accounting
Brown Brothers Harriman February 2014 - Present
Guggenheim Securities July 2012 - January 2014
Barclays Capital June 2011 - August 2011
Everbright Pramerica Fund Management July 2010 - August 2010
Citibank May 2010 - June 2010
Shenshen Real Estate August 2009 - September 2009
Shenshen Real Estate May 2008 - August 2008
Princeton Healthcare System June 2006 - March 2008
Skills
Financial Modeling, Investment Banking, Valuation, Mergers & Acquisitions, Bloomberg, Research, Financial Analysis, Corporate Finance, Data Analysis, Quantitative Analytics, Value Investing, Investment Management, DCF, Equity Research, Finance, Equities, Analysis
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics and B.S. in Engineering, Finance and System Engineering
Assistance League, National Office September 2014 - Present
Assistance League of Newport-Mesa June 2000 - Present
Assistance League of Newport-Mesa June 2014 - May 2015
Assistance League, National Office November 2013 - September 2014
Assistance League of Newport-Mesa June 2013 - May 2014
Assistance League January 2010 - October 2013
Assistance League of Newport-Mesa June 2012 - May 2013
NCES Foundation & PTO September 1998 - June 2003
Citibank March 1992 - October 1993
Citicorp May 1989 - June 1991
Skills
Microsoft Excel, Credit Analysis, Public Speaking, Customer Service, Financial Statement..., Computer Proficiency, Bookkeeping, Team Management, Operating Budgets, Strategic Planning, Policy Writing, Retail Sales Experience, Nonprofits, Finance, Community Outreach, Social Media, Marketing, Event Planning, Leadership, Fundraising, Management, Public Relations, Volunteer Management
Education
University of Oregon 1979 — 1984
BA, Business, English, German
Nyenrode Business Universiteit, Breukelen, The Netherlands 1981 — 1982
SANDOZ Spa April 2013 - Present
sanofi-aventis August 2008 - April 2013
Groupe KOU GC 2006 - 2008
Citibank 2002 - 2005
Skills
Corporate Governance, Competition Law, Negotiation, Joint Ventures, Planification..., Gouvernance d'entreprise, Négociations, Management, Secteur pharmaceutique, Stratégie, Microsoft Office, Octroi de licence, Gestion d'équipe, Français, Microsoft Excel, Contentieux commercial, Politiques, Négociation de contrat, Anglais, Gestion de projet, Propriété intellectuelle, Droit des sociétés, Gestion des risques, Commercial Litigation, Corporate Law
Education
Université Panthéon Sorbonne (Paris I) 1986 — 1993
DEA Droit International, droit
Lycée Louise Michèle - Bobigny
Baccalauréat, Gestion
Univeris April 2011 - Present
ResponseTek 2007 - April 2011
F/x Sales Consulting 2006 - April 2011
SAP 2003 - 2006
INEA Corporation 2000 - 2004
Citibank 1997 - 2000
Town of Quispamsis 1995 - 1998
Tapps Brewpub & Steakhouse 1994 - 1998
Royal Trust/RBC Royal Bank 1989 - 1997
Skills
Professional Services, CRM, SaaS, Telecommunications, Enterprise Software, Financial Services, Leadership, Selling, Sales, Solution Selling, Entrepreneurship, Sales Management, Salesforce.com, Business Intelligence, Management, Cloud Computing, Strategic Planning, Strategy
Education
University of Ottawa 1985 — 1989
Bachelor of Commerce (B.Com.)
Frost Bank December 2007 - Present
Citibank 2004 - 2007
Skills
Financial Modeling, Credit Cards, Wealth Management, Loan Origination, Relationship Management, Loans, Underwriting, Credit Analysis, Bonds, Portfolio Management, Finance, Credit Risk, Cash Flow, Commercial Banking, Lines Of Credit, Treasury, Financial Services, Investment Banking, Financial Risk, AML, Treasury Management, Private Banking, Cash Management, Risk Management, Payments, Deposits, Credit, Cross Selling, Mortgage Lending, Investments, Small Business Lending, Financial Analysis, Core Banking, Consumer Lending, Corporate Finance
Education
University of Phoenix-Houston Campus 2005 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Systemware - Enterprise Content Management Systems ECM July 1998 - Present
Citibank August 1993 - July 1998
United States Air Force October 1989 - August 1993
Skills
Virtualization, JES2, VTAM, Storage, OS/390, Disaster Recovery, IBM Utilities, Unix, z/OS, MVS, TSO, IBM Mainframe, Cloud Computing, SQL, Enterprise Software, Data Center
Education
University of New Orleans 1986 — 1989
Information Technology
Citibank November 2012 - Present
Clovis Unified School District August 2012 - Present
Tasty Image February 2011 - April 2012
Gigi's Cupcakes Franchise May 2010 - January 2011
McCanless Pottery October 2009 - April 2010
North Carolina Zoological Park April 2007 - April 2010
Skills
Photoshop, Word, Excel, Photography, Cheerleading, Customer Service, Hard Worker, Determined, Organizing, Flags, Persistent, Positive, Baking, Pastry, Chocolate, Microsoft Excel
Education
University of North Carolina at Greensboro 2003 — 2007
BS, Recreation, Tourism and Hospitality Management
Northwood High School 1999 — 2003
Citi November 2014 - Present
Infinity Info Systems March 2014 - August 2014
Citibank June 1999 - March 2014
Bank of America 1990 - June 1999
CACI Ltd 1988 - 1990
Skills
Internet Banking, SDLC, Banking, Middle Office, Credit Cards, Risk Management, Vendor Management, Governance, PMO, Software Development, Agile Methodologies, Financial Services, IT Strategy, Business Analysis, Management, Project Delivery, Project Portfolio..., Relationship Management, Requirements Gathering
Education
University of North Florida
Citibank March 2010 - Present
The Oklahoma Daily August 2006 - April 2007
American Eagle Outfitters February 2006 - December 2006
Education
University of Oklahoma
Bachelor of Arts, Sociology-Criminology
JPMorgan Chase July 2013 - Present
Citibank October 2012 - June 2013
Citibank February 2010 - October 2012
Citibank October 2008 - February 2010
Skills
Credit, Retail Banking, Financial Risk, Loans, Banking, Portfolio Management, Mortgage Lending, Risk Management, Underwriting, SAS programming, Operational Risk..., Consumer Lending, Analytics, Operational Risk, Analysis, Leadership
Education
University of North Texas 1995 — 2002
BS, BCIS
Great Oceans LLC October 1997 - Present
Drexel Burnham Lambert October 1986 - January 1990
Citibank February 1985 - October 1986
Arthur Young September 1981 - February 1985
Skills
Accounting, Financial Analysis, New Business Development
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Accounting
MECLABS October 2011 - Present
Citibank June 2006 - August 2009
Skills
Web Analytics, Marketing Research, Cross-functional Team..., Social Media Marketing, Marketing Strategy, Analytics, Social Media, Market Research, Email Marketing, Lead Generation, Google Analytics, Online Marketing, SEO, Competitive Analysis, Digital Marketing
Education
University of North Florida - College of Business Administration 2002 — 2006
BA, Marketing
citibank 2002 - 2011
Education
University of North Florida 2000 — 2003
associate of arts degree, business finace
boyd anderson high school 1996 — 2000
high school diploma
Small Businss Advisors, Inc. June 1994 - Present
Fiverr (Fiverr.com) October 2011 - March 2012
Citibank March 2003 - February 2005
Education
Wharton School, University of Pennsylvania 1980 — 1984
Bachelor of Science, Finance and Accounting
Hewlett high School 1977 — 1980
New Yorkers for Growth 2009 - Present
School of the Holy Child Rye, NY 2007 - 2011
Citibank 1987 - 1995
Education
NYU Stern School of Business 1985 — 1987
MBA Finance
University of Notre Dame 1978 — 1982
Bachelor of Science (B.S.), Chemical Engineering
Fundamental Credit Opportunities 2012 - Present
Goldman Sachs & Co. 2004 - 2012
Societe Generale 1994 - 2004
Lazard Freres 1991 - 1994
Citibank 1988 - 1991
Education
University of Pennsylvania 1984 — 1988
Bachelor of Science (B.S.), Finance
Fort Hunt HS 1980 — 1984
Aerotek 2011 - Present
Cetera Financial Group January 2012 - July 2012
Citigroup Southern Division-Spherion Staffing February 2011 - September 2011
The Resource Collection June 2007 - March 2008
California Bank & Trust November 2001 - April 2006
Citibank March 2000 - November 2001
Wells Fargo Bank May 1998 - March 2000
Skills
PowerPoint, Auditing, Accounts Receivable, Accounting, Data Entry, Spreadsheets, Payroll, General Ledger, Invoicing, Accounts Payable, Payments, Bank Reconciliation, Journal Entries, PeopleSoft
Education
University of Phoenix – BSB 2008 — 2013
Accounting
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Accounting, 2.65
BBR Partners May 2013 - Present
Asset Management Finance LLC October 2003 - April 2013
Putnam Lovell NBF 1999 - 2003
Bankers Trust Company 1985 - 1999
Citibank 1983 - 1985
Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1979 — 1983
BS, Economics
Hull High School 1975 — 1979
Deutsche Bank October 2013 - Present
Citi June 2001 - April 2013
CitiBank 2001 - 2013
Skills
Solaris 8/9/10, Solaris Zones, Solaris Volume Manager, Veritas Volume Manager, Netbackup, Linux, AIX Administration, Project Management, Technical Support, Unix Shell Scripting, Servers, Solaris, Disaster Recovery, Shell Scripting, Cluster, Enterprise Architecture, ITIL, Unix
Education
University of North Florida 1994 — 1997
Bachelor of Science, Computer and Information Systems Security/Information Assurance
J.P. Morgan September 1997 - Present
The Boston Consulting Group May 1996 - August 1996
Citibank December 1992 - July 1995
Skills
Mergers & Acquisitions, Corporate Finance, Capital Markets, Private Equity, Emerging Markets, Investment Banking, Financial Analysis, Derivatives, Equities, Fixed Income, Due Diligence, Valuation, Structured Finance, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Universidad Catolica Argentina 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General