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
CIGNA 2006 - Present
MetLife, Dental Products Group 2001 - 2006
EmployeeMatters, Purchased by Intuit 2000 - 2000
Emblem Health, GHI Division 1995 - 2000
Arthur Andersen Management Consulting 1992 - 1995
DeSola Group 1991 - 1992
Michael Rand 1989 - 1991
Citibank 1984 - 1989
Skills
Strategy, Healthcare, Consulting, Marketing, Sales, Insurance, Training, Market Research, Business Development, Product Management, Start-ups, Marketing Strategy, Strategic Planning, Leadership, Management, Project Management, Direct Marketing, Employee Benefits, Business Planning, Management Consulting
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing
Brandeis University 1980 — 1984
BA, Economics
West islip high school 1980 — 1980
Regents Diploma
inContact January 2013 - May 2015
LDS Employment Resource Services November 2011 - January 2013
K'nowbe Works, LLC. July 2012 - September 2012
Wells Fargo Bank September 2006 - August 2010
Citibank September 2002 - September 2006
Skills
Employee Relations, Employee Engagement, Kindness, Friendly Personality, Problem Solving, Organizational Design, Conflict Resolution, Leadership Development, Talent Management, Employer Branding, Coaching, Employment Law..., Performance Management, Training, Applicant Tracking..., Sales, Personnel Management, Employee Benefits, HR Consulting, Technical Recruiting, Leadership, Employment Law, Interviews, Workforce Planning, Management, Career Development, Customer Service, Recruiting, Start-ups, FMLA, Nonprofits, Team Building, Strategic Planning, Organizational..., Employee Training, Organizational..., Process Improvement, Human Resources, Talent Acquisition, Change Management, Onboarding, Training & Development, Consulting
Education
Brigham Young University
Bachelor of Science, Family Resource Management Studies, 3.82
Utah State University - Jon M. Huntsman School of Business
Master of Social Science, Human Resource Administration, 3.84
Brookfield Renewable Energy Group July 2015 - Present
Greenwood Biosar 2013 - 2013
EDF Renewable Energy July 2011 - November 2012
Suntech America October 2007 - February 2011
Suntech America October 2007 - February 2011
Mayflower Partners January 2000 - September 2007
ABN AMRO Bank N.V. January 1994 - January 2000
Citibank 1990 - 1993
American Express June 1989 - September 1989
MIT May 1986 - August 1988
Skills
Cleantech, Renewable Energy, Project Finance, Emerging Markets, Solar PV, Energy, Solar Energy, Mergers, Strategy, Photovoltaics, Power Generation, Investment Banking, Finance, Contract Negotiation, Structured Finance, Financial Structuring, Procurement, Alternative Energy, Energy Policy, International Business, Smart Grid, Corporate Finance, Construction, Capital Markets, Due Diligence, Venture Capital, Business Development, Business Strategy, Credit, Energy Efficiency, Joint Ventures, Management, Management Consulting, Mergers, Private Equity, Program Management, Start-ups, Valuation, Executive Management, Project Management, Strategic Planning, Banking, Financial Modeling, Wind, Mergers & Acquisitions, Entrepreneurship, Consulting, Negotiation, Product Development
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance, Marketing, International Business
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1988
non-degree, Business Administration
Boston University Questrom School of Business 1981 — 1985
BS, Business Administration
Bankwell Bank (Formerly Quinnipiac Bank & Trust) January 2012 - Present
Citibank March 2007 - January 2012
Citizens Bank May 2000 - March 2007
BankBoston Merchant Services (First Data Merchant Srvcs) May 1996 - May 2000
CoreStates Bank of Delaware (CardLinx) May 1991 - May 1996
Shawmut Bank March 1989 - May 1991
Connecticut National Bank October 1988 - March 1989
Northwestern Mutual Life September 1985 - June 1987
Skills
Retail, Property Management, Veterinary, Banking, Mortgage Lending, Non-profits, Start-ups, Investment Properties, Loans, Condos, Credit, Finance, Credit Cards, Mortgage Banking, Consumer Lending, Loan Origination, Small Business, Small Business Lending, Real Estate, Cash Management, Real Estate Economics, Commercial Banking, Customer Service, New Business Development, Investments, Financial Structuring, Strategic Planning, Asset Based Lending, Business Development, Nonprofits, Due Diligence, Sales, Financial Analysis, Underwriting, Commercial Lending, Mergers & Acquisitions, Accounting, Asset Management, Training, FHA, SBA, Retail Banking, Refinance, Credit Analysis, Lines Of Credit, Commercial Mortgages, Strategic Financial..., Portfolio Management, Valuation, Relationship Management
Education
Bradley University 1981 — 1984
Franklin Pierce University 1980 — 1981
South Windsor 1977 — 1980
Girl Scouts of Kansas Heartland July 2013 - Present
Greater Manhattan Community Foundation May 2010 - January 2013
Self-Employed November 2004 - March 2010
Cohane Rafferty Securities, Inc. September 1988 - April 1999
Citibank January 1988 - August 1988
Citizens Financial Group, Inc. June 1985 - December 1987
Skills
Leadership, Relationship-building..., Communication, Budget Forecasts, Financial Projection, Investment Valuation, Cost Projections, Database Administration, Microsoft Office, Grant Writing, Spanish, Non-profits, Analysis, Microsoft Excel, Budgets, Management, Project Planning, Project Management, Financial Modeling, Fundraising, Financial Analysis, Mergers & Acquisitions, Nonprofits, Volunteer Management, Grants, Public Speaking, Public Relations, Strategic Planning
Education
Boston University
Master of Business Administration (MBA), Accounting and Finance
Wichita State University
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Discount Bank April 2009 - September 2014
Citibank November 2007 - April 2009
Israeli Defense Forces (IDF) July 1999 - July 2002
Skills
Analysis, Financial Analysis, Risk Management, Business Analysis, Trading, Strategy, Banking, Portfolio Management, Financial Markets, Project Management, Market Research, Foreign Exchange, Valuation, Capital Markets, Derivatives, Investments, Fixed Income, Equities, Finance, FX Spot, Strategic Planning, Asset Management, Real Estate, Financial Modeling, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Private..., Microsoft Excel
Education
The College of Management (Top Business School in Israel) 2004 — 2007
BA, Economics and Business
Boston University
Certificate in Commercial Real Estate and Real Estate Finance (in progress).
Morgage Master October 2014 - Present
Citibank December 2012 - October 2014
William Pitt Mortgage May 2011 - December 2012
Landmark Financial Group 2004 - May 2011
Paul H. Gesswein & Co. 2002 - 2003
Chips & Bits 1998 - 2001
Micro Warehouse 1986 - 1996
Skills
Direct Marketing, Purchasing, Budget, Management, Merchandising, Leadership, Sales, Strategic Planning, New Business Development, Sales Management, Business Development, Marketing Strategy, B2B, Marketing, Account Management, Product Marketing, Business Strategy, Customer Service, Negotiation, Retail, Commercial Mortgages, Mortgage Banking, Budgets, Entrepreneurship, Sales Process, Residential Mortgages, Mortgage Lending, Lead Generation, Start-ups, Solution Selling, Strategic Partnerships
Education
Boston University - School of Management 1974 — 1978
BSBA, Finance and Marketing
Holderness School 1971 — 1974
New Canaan Country School 1961 — 1971
BNP Paribas February 2013 - Present
Wells Fargo 2007 - 2012
Mizuho Trust & Banking Co. (USA) 2004 - 2006
Synkret Ltd (Independent Consulting Firm) 2001 - 2004
Citibank 1999 - 2001
Deutsche Bank 1995 - 1999
Barclays de Zoete Wedd Securities now Barclays Capital 1993 - 1995
The Sequor Group, Subsidiary of Security Pacific Bank 1983 - 1993
Security Pacific Bank 1978 - 1983
Bank of Boston 1973 - 1978
Education
Claremont Graduate University Peter F. Drucker and Masatoshi Ito Graduate School of Management
MA Master of Arts, Business
Boston University - School of Management
MBA Master of Business Administration, Business
Northeastern University
BA Bachelor of Arts, Economics
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Springfield High School
JLL April 2015 - Present
CBRE August 2013 - April 2015
Nautilus Hyosung America 2012 - February 2013
Citibank August 2007 - October 2011
Dallas Area Habitat for Humanity January 2007 - February 2010
Citibank January 2006 - August 2007
Citibank January 2003 - December 2005
Real Estate January 1993 - October 2001
Skills
Retail, Process Scheduler, Networking, Corporate Real Estate, Residential Homes, Vendor Management, Contract Management, Contract Negotiation, Space Planning, Service Delivery, Operations Management, Market Analysis, Strategic Planning, Risk Management, Team Building, Asset Management, Change Management, Business Development, Negotiation, Business Strategy, Mergers & Acquisitions, Management, Leadership, Budgets, Program Management, Real Estate, Strategy, Project Management, Product Development, Customer Satisfaction, Process Improvement, Project Planning, Human Resources, Microsoft Excel, Finance, Integration, Construction, Portfolio Management, Construction Management, Marketing, Facilities Management
Education
Boston University
Project Management
SUNY - Farmingdale
Business Admin
Bank of America 2010 - Present
Bank of America 2007 - 2010
Countrywide (Acquired by Bank of America) 2006 - 2007
Citibank 2005 - 2006
Symantec 2002 - 2003
Skills
Management, Marketing, Advertising, Analytics, Multi-channel Marketing, Direct Marketing, Marketing Strategy, Banking, Relationship Management, Mortgage Lending, Channel Partners, Credit, Marketing Communications, CRM, Project Management
Education
Brigham Young University
Bachelors Degree, Marketing and Advertising
MasterCard October 2007 - Present
Citibank 2004 - 2007
JPMorgan Chase 2001 - 2004
Citibank 1998 - 2001
Skills
Project Management, Marketing Strategy, Market Research, Direct Marketing, Forecasting, Data Analysis, Analysis, Marketing, Credit Cards, Program Management, Business Analysis, Analytics, Banking, Financial Services, Leadership, Segmentation, Strategy
Education
Boston University Questrom School of Business 1994 — 1998
BS, Marketing and MIS
Midwest Lending June 2015 - Present
Perl Mortgage March 2009 - June 2015
mTeam Financial March 2004 - March 2009
Chicago Financial Services September 2001 - March 2004
Prism Mortgage Company June 1992 - September 2001
Citibank 1987 - 1992
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Residential Mortgages, Finance, Real Estate Financing, Refinance, Credit, Real Estate, Underwriting, FHA financing, VA loans, USDA, Reverse Mortgages, Credit Analysis, FHA, Real Estate Economics, Mortgage Underwriting, Commercial Mortgages, Construction Loans, Home Equity Loans, First Time Home Buyers
Education
Boston University - School of Management 1981 — 1985
Bachelor of Science, Finance, marketing and business administration
Citizens Bank February 2011 - Present
Citibank January 2010 - February 2011
Citibank January 2007 - January 2010
Liberty Mutual July 2005 - January 2007
Skills
Loans, Commercial Banking, Credit, Consumer Finance, Banking, Lines Of Credit, Commercial Lending, Checking, Small Business Lending, Deposits, Cash Management, Portfolio Management, Loan Origination, Referrals, Consumer Lending, Cross Selling, Commercial Mortgages, Retail Banking, FX, Branch Banking, Compliance, Customer Service, Cash, Customer Relations, Underwriting, Financial Services, Credit Cards, Investments, Branch Management, Mortgage Banking, Mortgage Lending, SBA, Credit Risk, Asset Based Lending, Home Equity Loans, Relationship Management, Residential Mortgages, Refinance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
BS, Finance
BOC International (China) Limited July 2014 - August 2014
Shenzhen Stock Exchange (SZSE) June 2014 - July 2014
Citibank July 2013 - August 2013
China Development Institute (CDI) May 2013 - June 2013
Skills
Microsoft Office, Qualitative Research, Economic Policy, Quantitative Investing, Customer Service, Data Analysis, Stata
Education
Boston University 2014 — 2015
Master of Arts (MA), Economics
Saint Louis University 2009 — 2014
Bachelor's degree, Economics
Senior Analyst / Open / New York City March 2014 - Present
Privately Held Investment Adviser November 2011 - February 2014
WestLB 2004 - 2011
Banco Santander June 2003 - October 2003
Dresdner Kleinwort Wasserstein 2000 - 2003
Citibank 1991 - 1999
Grant Thornton LLP 1987 - 1991
Logical Resources, Inc. 1986 - 1987
Skills
Leveraged Finance, Loans, Latin America, Venture Capital, North America, Restructuring, Bonds, Asset Management, Structured Finance, Capital Markets, Bloomberg, Investment Banking, Fixed Income, Emerging Markets, Private Equity, Financial Structuring, Valuation, Equities, Alternative Investments, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
New York University - Leonard N. Stern School of Business 1987 — 1988
MS, Accounting
Brandeis University 1983 — 1987
BA, Computer Science
GE July 2014 - Present
Citibank June 2008 - December 2013
Bank of New York Mellon July 2006 - June 2008
Anglo-Continental October 2005 - April 2006
JP Morgan Chase August 2004 - August 2005
Unisys July 2003 - July 2004
Skills
Banking, Business Development, Credit, Analysis, Management, Accounts Receivable, Account Reconciliation, Financial Services, Training, New Business Development, Auditing, Marketing, Investment Banking, Portfolio Management, Lotus Notes, Capital Markets, Invoicing, Payments, Strategy, Leadership, Corporate Trust, Securities, Bloomberg, ISDA, Reuters 3000, Fixed Income, Risk Management, Financial Analysis
Education
Bournemouth University 2002 — 2004
Master, Marketing and Management for Tourism
Notre Dame University 1998 — 2002
BA, Advertising and Marketing
Lycee Franco Libanais Nahr-Ibrahim
Vinfen June 2015 - Present
Vinfen Corporation September 2011 - May 2015
Citibank February 2009 - September 2010
Ceruolo Hagstrom & White PC May 2009 - July 2009
AlliedBarton Security Services February 2007 - April 2009
Skills
Qualitative Research, Criminal Justice, Research, Supervisory Skills, Writing, Customer Service, Risk Management, Teamwork, Leadership, Event Planning, Non-profits, Microsoft Office, Physical Security, Social Media, Time Management, Social Networking, Security, Emergency Management, Data Analysis, Fundraising, Policy, Nonprofits, Leadership Development, Government, Critical Thinking, Program Management, Employee Training, Interviews, Community Outreach, Team Leadership, Training, Data Entry
Education
Hult International Business School 2015 — 2016
Master of Business Administration (MBA)
Boston University 2009 — 2012
Bachelor of Science (B.Sc.), Criminal Justice
Roxbury community college 2006 — 2008
Associates of Science, Criminal Justice
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Bank of America June 2011 - Present
State Bank of Long Island July 2008 - June 2011
Citibank April 1986 - April 2008
Citibank April 1986 - April 2008
Skills
Banking, Cash Management, Commercial Banking, Business Development, Credit, Credit Analysis, Financial Advisory, Credit Cards, Financial Analysis, Financial Services, Leadership, Loans, Management, Marketing, Mortgage Lending, Portfolio Management, Relationship Management, Retail Banking, Sales, Small Business, Small Business Lending, Product Development
Education
Boston College
BS, Marketing
Securities
Series 7
Hankey Group of Companies June 2014 - Present
Zions Bancorporation February 2011 - May 2014
Fortune International Equity August 2009 - February 2011
Apollo Real Estate Advisors August 2006 - April 2009
GE Capital March 1998 - August 2006
Citibank July 1988 - March 1998
Education
University of Rochester 1986 — 1988
MBA, Corporate Finance
Brigham Young University 1980 — 1986
BS, Biology, Spanish
Heel, Inc. December 2011 - May 2014
Edge Drives Growth Consulting & Implementation January 2009 - November 2011
Breville / HWI, North America September 2007 - January 2009
PowerBar/Nestle June 2006 - November 2006
Roche Pharmaceuticals July 1999 - December 2004
Citibank January 1997 - July 1999
Catalina Marketing April 1995 - June 1996
Campbell Soup Company May 1994 - September 1994
Procter & Gamble June 1989 - January 1994
Procter & Gamble June 1981 - June 1986
Skills
Pricing Strategy, Strategic Planning, Marketing Strategy, Product Development, Venture Capital, Business Strategy, Consulting, Marketing, Business Development, Product Marketing, Entrepreneurship, Leadership, Strategy, Mergers & Acquisitions, Product Management, Training, Team Building, Manufacturing, Start-ups, Consumer Products, Business Planning, Coaching, New Business Development, Management, Brand Management, Sales Operations
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA
Brigham Young University 1974 — 1979
BS
Getabout, Inc. July 2015 - Present
St. Mark's Episcopal Church January 2015 - Present
Society of Colonial Wars in the State of Connecticut May 2014 - Present
The Solaris Group, LLC January 2012 - March 2013
Morgan Stanley Smith Barney July 1999 - June 2010
Putnam Capital Alliance September 1998 - March 1999
Citibank November 1989 - September 1998
Bloomberg September 1987 - June 1989
Chase Manhattan Corporation September 1986 - May 1987
Kidder Peabody September 1980 - September 1986
Skills
New Business Development, Portfolio Management, Client Relationship, Mutual Funds, Asset Management, Investments, Investment Banking, Series 7, Bloomberg, Hedge Funds, Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Equities, Start-ups, Fixed Income
Education
Boston University 1973 — 1978
BA, Latin American Economics
St. George's School Newport, RI
Austin Capital Corp. 1987 - Present
Citibank 1982 - 1987
Skills
Private Equity, Mutual Funds, Capital, Mergers & Acquisitions, Financial Modeling, Manufacturing, Strategic Planning, Mergers, Investments, Venture Capital, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Ohio Wesleyan University 1972 — 1976
BA
Citi July 2013 - Present
Citigroup July 2010 - July 2012
Citibank January 2009 - June 2010
Novell August 2008 - December 2008
Brigham Young University 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Finance, Banking, Strategic Financial..., Data Analysis, Due Diligence, Spanish, International Trade, Trade Finance
Education
Brigham Young University 2004 — 2009
Bachelor of Science (BS), International Finance
HOOPP (Healthcare of Ontario Pension Plan) February 2010 - Present
Ehlers Consulting Ltd. July 2006 - Present
CWB Group August 2009 - January 2010
DundeeWealth 2007 - 2009
Citigroup March 2003 - January 2006
Citibank December 1997 - March 2003
BMO Nesbitt Burns February 1997 - December 1997
BMO Nesbitt Burns August 1994 - February 1997
Burns Fry June 1991 - August 1994
Burns Fry May 1988 - June 1991
Skills
PMP, CBCP, Strategy, Disaster Recovery, Business Continuity..., Program Management, Business Process, Risk Management, Training, Enterprise Software, Leadership, Project Portfolio..., Outsourcing, Project Management, Management, Strategic Planning, Process Improvement, PMO, MS Project, Operations Management, Business Analysis, Business Continuity, Information Technology, Software Documentation, Business Process..., Consulting, Vendor Management, Governance
Education
CBCP - Disaster Recovery Institute
Certified Business Continuity Professional
PMP - Project Management Institute
Project Management Professional
Boston University 1996 — 1997
Project Management Certificate Program
Western University 1980 — 1983
BA - Bachelor of Arts, Administrative & Commercial Studies
SBI February 2004 - Present
Citibank January 1999 - February 2004
Skills
Banking, Equities, Capital Markets, Investment Banking, Investments, Portfolio Management, Corporate Finance, Private Equity, Risk Management, Project Finance, Asset Management, Entrepreneurship, Mergers, Mergers & Acquisitions, Trading, Due Diligence, Venture Capital, Asset Managment, Valuation
Education
Harvard Business School 1996 — 1998
MBA, Business
Boston University 1986 — 1990
BA, English
Make it Happen Coaching Services October 2012 - Present
Office of Management and Budget, Goverment of Puerto Rico 2011 - 2012
KCG Management Consultants 2009 - 2011
PuntoAparte Publicidad 2003 - 2009
FirstBank 1996 - 2003
Banco Santander 1994 - 1996
Citibank 1985 - 1990
Kraft General Foods 1981 - 1984
Skills
Strategic Planning, Marketing Communications, Strategy, Marketing Strategy, Marketing, Program Management, Management, Leadership, Direct Marketing, Banking, Competitive Analysis, Market Research, Spanish, Integrated Marketing, Change Management, Media Planning, Strategic Communications, Crisis Communications, Leadership Development, Management Consulting, Coaching, Human Resources, Event Planning, Organizational..., Government, Nonprofits
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing and Industrial Relations
Boston College
Bachelor in Arts, Psychology, Magna Cum Laude
Coach University
Professional Coaching
Sprinklr January 2015 - Present
Sprinklr June 2014 - January 2015
Sprinklr May 2012 - June 2014
Greenlight January 2011 - March 2012
Citibank November 2009 - January 2011
Critical Mass September 2008 - November 2009
Riot February 2009 - September 2009
Wunderman New York May 2007 - August 2008
Skills
Social Media, Web Analytics, Public Speaking, Brand Development, Brand Communication, Online Marketing, Innovation, Marketing Research, Social Analytics, Data Analysis, Social Media Strategist, Social Media Measurement, Social Media Marketing, Financial Services, Integrated Marketing, Online Advertising, Direct Marketing, Digital Strategy, Digital Media, Blogging, Analytics, New Media, Strategy, WebTrends Analytics, Digital Marketing, Advertising, Email Marketing, Mobile Marketing, Google Analytics, PPC, SEM, User Experience, Mobile Devices, Social Networking, Interactive Marketing, Leadership, E-commerce, Omniture, Lead Generation, Google Adwords, Management, Marketing Strategy, SEO, Marketing, Marketing Communications, CRM, Twitter, Facebook, Analytique
Education
Columbia University in the City of New York 2007 — 2010
Master's, Quantitative Methods in the Social Sciences
Brigham Young University 2004 — 2007
BA, Communications: Marketing emphasis
The Bancorp November 2011 - Present
Last Meeting Of The Day January 2012 - February 2015
Professional Referral Exchange February 2011 - December 2011
Citibank July 2007 - November 2011
City Style Gershman Y 2010 - 2010
LNB Commercial Capital 2006 - 2007
Skills
Certified Image..., Public Speaking, finding alternate..., Loans, Sales, Business Development, Relationship Management, New Business Development, Banking, Account Management, Microsoft Office, Financial Services, Management, Customer Service, Commercial Banking, Mortgage Lending, Leadership, Marketing Strategy, Real Estate, Social Networking, Sales Management, Small Business, Social Media Marketing, Event Planning, Coaching, Commercial Lending, Social Media, Online Advertising, Advertising, Strategy, Small Business Lending, Loan Origination, Lines Of Credit, Consumer Lending, SBA, Cross Selling, Portfolio Management, Finance, Relationship Building, Client Services, Networking
Education
Real Estate Institute at Temple University 2005 — 2005
Real Estate License, 2006, Real Estate License
Professional Image Institute of Atlanta 1998 — 1998
Certified Image Consultant, non-verbal communication
Boston University 1991 — 1995
Bachelor of Arts & Sciences, Communications
Friends Select School 1980 — 1991
High School, General Studies
Voya Financial (Formally ING US) 2011 - 2015
TIAA-CREF 2004 - 2010
Zurich Scudder Investments 1997 - 2003
Fleet Investment Advisors, Fleet Financial 1993 - 1997
American Express 1988 - 1993
Citibank 1984 - 1988
Education
Boston College
BA, English
Columbia University - Columbia Business School
MBA, Marketing and Finance
Harvard University
CSS, Strategic Planning
Citi Private Bank August 2011 - Present
Citibank August 2009 - August 2011
Citibank November 2002 - July 2009
Access Financial Group February 1997 - September 2002
Skills
Cross-functional Team..., Insurance, Leadership, Credit, Strategy, Management, Sales Operations, Sales, Sales Process, Change Management, Direct Sales, Recruiting, P&L Management, Customer Retention, Financial Services
Education
Furman University CBA Executive Banking School 2008 — 2010
CBA Executive Banking School. (GSRBM)
Bradley University 1990 — 1994
BS, Marketing
Morgan Stanley Smith Barney October 2005 - Present
Citibank May 2000 - October 2005
Bank of New York Mellon February 1997 - May 2000
Skills
Series 7, Series 24, FINRA, Series 66, Credit Analysis, Credit, Wealth Management, Cash Management, Risk Management, Banking, Risk, Wealth, Mortgage, Private Equity, Financial Risk, Loans, Investments, Mortgage Lending, Finance, Fixed Income, Capital Markets, Financial Services, Securities, Portfolio Management, Private Banking, Alternative Investments, Uniform Combined State..., Series 63, Mutual Funds, Hedge Funds, Asset Management, Investment Advisory, Trading, Asset Allocation, Investment Strategies, Equities, Financial Advisory, Wealth Management..., Investment Banking, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Sierra Capital February 1998 - Present
Citibank January 1994 - January 1998
Education
Boston College 1987 — 1990
Deerfield Academy 1982 — 1986
John Fuccillo Consulting LLC July 2015 - Present
Citibank April 2004 - May 2015
U.S. Postal Inspection Service December 1977 - April 2004
Skills
Fraud, Private Investigations, Internal Investigations, Investigation, Physical Security, Enforcement, Executive Protection, Background Checks, Police, Credit Cards, Firearms, Security, Access Control, Policy, Construction, Officer Survival, Business Continuity, Criminal Investigations, Criminal Law, Homeland Security, Bank Secrecy Act, Risk Management, Criminal Justice, AML, First Aid, Interrogation, Surveillance, Certified Fraud Examiner, Alarm Systems, Government, Security Operations, Asset Protection, Risk Assessment, Debit Cards, Security Management, Crisis Management, Fraud Detection, Corporate Security, Computer Forensics
Education
Boston College
B.S., Business - Finance
Suffolk University
M.B.A., Business - Finance
Oracle June 2009 - Present
Oracle August 2009 - March 2010
Relsys International October 2007 - August 2009
First American Corporation March 2004 - September 2007
Citibank 2001 - 2004
EDS 1990 - 1994
Skills
Integration, Business Analysis, Software Project..., Process Improvement, SDLC, Project Management, Program Management, Requirements Analysis, Cross-functional Team..., Vendor Management, Strategy, Leadership, CRM, Business Intelligence, Enterprise Software, Management, Product Management, SaaS, Cloud Computing, Professional Services
Education
Boston University 1983 — 1990
H B Consulting Inc 2009 - Present
SCORE 2003 - Present
sentaire Partners LLC 2009 - 2010
SCORE - Counselors to America's Small Business 2007 - 2009
SCORE - Counselors to America's Small Business October 2004 - September 2008
Citigroup 1999 - 2003
Citibank - Latin America Consumer Group 1993 - 1999
Citibank - Puerto Rico 1985 - 1993
Citibank 1981 - 1985
Banco Internacional de Colombia 1978 - 1981
Skills
Business Strategy, Fraud Investigations, Banking, Compliance, Process Engineering, Mergers, Strategic Planning, Risk Management, Change Management, Business Planning, Program Management, Management Consulting, Accounting, Operations Management, Financial Analysis, Business Analysis, Process Improvement, Management, Strategy, Mergers & Acquisitions, Fraud, Retail Banking, Leadership, Business Process..., Finance, Team Building, Financial Services, Business Process, Six Sigma, Integration, Executive Management, Business Development, Start-ups, Small Business, Consulting, Entrepreneurship, IT Management, Nonprofits, Negotiation, Due Diligence, Valuation, Analysis, Team Leadership, Project Management, Financial Risk, Portfolio Management
Education
Boston University 1982 — 1984
Computer Information Systems
University of Michigan 1976 — 1976
Executive Development Program
Bankakademie (now Frankfurt School of Finance and Management) 1968 — 1969
Banking and Finance
AIG June 2011 - May 2013
Marsh & McLennan Companies March 2009 - June 2011
Navigators Group Inc. October 2007 - January 2009
Guy Carpenter November 2000 - October 2007
SEB September 1998 - November 2000
KBC Bank May 1993 - August 1998
Citibank September 1980 - July 1992
Royal Insurance September 1978 - August 1980
Benton & Bowles Advertising March 1977 - August 1978
Skills
Employee Benefits, Succession Planning, Deferred Compensation, Talent Management, Employee Relations, Benefits Administration, HR Policies, Human Resources, Executive Management, Talent Acquisition, Personnel Management, Coaching, Change Management, Insurance, Leadership, Organizational..., Team Management, Vendor Management, Performance Management, Mergers & Acquisitions, Strategy, Management, Onboarding, Outsourcing, Employee Engagement, Labor Relations, Training, Compensation & Benefit, Workforce Planning, Recruiting, PeopleSoft
Education
Brandeis University 1972 — 1976
BA, Sociology
New Britain High School 1969 — 1972
HS Diploma, General
Therma-Flite, Inc. February 2014 - March 2015
Bank of the West November 2013 - February 2014
Bio-Rad Laboratories May 2000 - April 2013
Bio-Rad Laboratories May 2000 - April 2013
Dental Management Consulting January 1983 - December 2012
Land Development Company January 1983 - December 2012
Citibank November 1999 - April 2000
Equitec 1982 - 1983
Brigham Young University 1979 - 1983
North American Manufacturing June 1981 - December 1982
Skills
Cross-functional Team..., Start-ups, Executive Management, Contract Negotiation, Competitive Analysis, Forecasting, Strategic Planning, Business Development, Leadership, Team Building, Strategic Financial..., Personal Financial..., Medical Devices
Education
Brigham Young University 1979 — 1981
Masters, Organizational Communications-Emphasis in Health Care Administration, 3.51
Brigham Young University 1973 — 1979
Bachelor's, Public Relations
Pinole Valley High School 1970 — 1974
LBK PARTNERS January 2010 - Present
Bank of New York Mellon July 2007 - January 2010
Mellon Financial Corporation / Mellon Trust / Dreyfus May 1994 - July 2007
The Boston Company/Mellon Trust 1994 - 1996
Stride Rite Corporation - Keds Division 1991 - 1994
Citibank 1987 - 1991
Doubleday and Company 1983 - 1986
The M.I.T. Group 1981 - 1983
Education
MBA, Simmons College Graduate School of Management
MBA
Boston University
Bachelor of Science
Citibank June 2010 - July 2011
HSBC Bank July 2007 - August 2009
Skills
Bloomberg, Excel, Microsoft Office, Customer Service, Sales Management, Coordination, Corporate Communications, Financial Reporting, Financial Management, Microsoft Excel, Financial Modeling, Corporate Finance, Financial Analysis, Banking, Finance, Investments, Risk Management
Education
Brandeis University, Lemberg - International Business School 2011 — 2012
Master of Science (MS), Finance, International Investment
Chinese Culture University 2003 — 2007
Bachelor of Science (BS), Law
Macy's April 2014 - Present
The Great Atlantic & Pacific Tea Company (Pathmark) April 2008 - October 2013
Citibank January 2000 - February 2007
Citibank January 2000 - February 2007
Citibank January 2000 - January 2007
Target 2004 - 2005
MetLife Insurance January 1995 - January 2000
Chase (formerly Chemical Bank) January 1992 - January 1995
Skills
Grocery, Merchandising, Planograms, Loss Prevention, Store Operations, Gross Profit, Store Management, Shrinkage, Retail, Supermarkets, New Store Openings, Inventory Management, Profit, Inventory Control, Cashiering, Income Statement, Customer Service, Visual Merchandising, Retail Sales, Pricing, Hiring, Big Box, Management, Customer Satisfaction, P&L, Banking, Credit
Education
Briarcliffe College 2005 — 2009
Bachelors Degree, Business Administration, Management and Operations
Nassau Community College 1999 — 2001
Associates Degree, Criminal Justice
SportsNet New York January 2014 - Present
CNN May 2013 - December 2013
Citibank December 2009 - December 2013
ABC News 20/20, PrimeTime, World News 1993 - 2009
Lightworks Producing Group May 2002 - December 2007
ABC May 1993 - June 2001
Disney ABC Television Group 1993 - 2001
ABC News 1989 - 2001
Now It Can Be Told 1991 - 1992
News 12 Long Island 1987 - 1988
Skills
Avid Symphony, Final Cut Studio, Storytelling, Broadcast, Editing, Video, Video Production, Avid, Avid Media Composer, Video Editing, Television, Final Cut Pro, Documentaries, Film Production, Post Production, New Media, Digital Media, Broadcast Television, Reality, Producing, Non-linear Editing, Multimedia, Media Production, HD Video, Film, After Effects
Education
Boston University 1980 — 1984
BS, Broadcasting & Film
Citibank 2008 - Present
Citibank 2006 - 2008
7-Eleven 2003 - 2006
7-Eleven 2003 - 2003
Skills
Product Management, Vendor Management, Pricing, Product Development, Banking, Project Management, Financial Analysis, Financial Planning, Market Research, Pricing Strategy, Business Analysis, Cross-functional Team..., Strategy, Financial Services
Education
Brigham Young University
BA
BMO Private Bank April 2010 - Present
AMCORE Bank April 2004 - April 2010
National City Bank August 2001 - April 2004
Old Kent Bank October 1999 - April 2001
Citibank June 1985 - October 1999
Skills
Loans, Wealth Management, Banking, Investments, Private Banking, Small Business Lending, Management, Commercial Lending, Finance, Commercial Banking, Credit Analysis, Credit, Wealth, Consumer Lending, Portfolio Management
Education
Boston University 2013 — 2013
Certificate of Financial Planning
Roosevelt University
Finance, Finance
The Risk Management Assocation 1999 - Present
Dresdner Kleinwort 1997 - 1999
Federal Reserve System 1992 - 1997
Citibank 1988 - 1992
Education
University of Rochester - Simon Business School 1987 — 1988
Bridgewater College 1981 — 1985
BS
Federal Reserve Bank of New York April 2011 - Present
Citibank October 2008 - April 2011
Bear Stearns 2000 - 2008
Skills
SDLC, Java Enterprise Edition, SOA, Enterprise Architecture, Business Intelligence, EAI, Cloud Computing, Enterprise Software, Architecture, IT Strategy, Solution Architecture, Big Data, Web Services, Agile Methodologies, Application Architecture, Software Project...
Education
Bowling Green State University
MS, Computer Science
University of Pune
BS, Computer Engineering
Bernard Properties 2001 - Present
city of yankton May 2005 - December 2007
Xcel Energy June 2004 - October 2004
TXU Electric Delivery June 2001 - May 2002
1st Financial Bank USA 1998 - 2000
Citibank 1981 - 1998
Education
The University of South Dakota 1977 — 1981
MBA
Briar Cliff University 1971 — 1975
BA, business, math
Faris Machinery Company January 2011 - Present
A2eZ Organizers for Life July 2010 - Present
Heartland Payment Systems 2006 - 2010
MentorPower 2004 - 2006
Two Twelve Associates 1994 - 1999
Citibank 1986 - 1990
Skills
Business
Education
Boston University 1972 — 1974
MEd, Education, Communications
Newton South High School
East West Bank August 2013 - Present
Citibank November 2007 - July 2013
Skills
Banking, Credit, Commercial Banking, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Financial Analysis, Risk Management, Small Business Lending, Cash Management, Relationship Management, Credit Risk
Education
Babson College 1979 — 1981
McGill University 1972 — 1976
Boston Latin School 1968 — 1972
Federal Reserve Bank of New York April 2015 - Present
Citi September 2012 - April 2015
Citigroup September 2012 - April 2015
Citi Group September 2012 - April 2015
Citi April 2003 - September 2012
Citigroup April 2003 - September 2012
Citi Group April 2003 - September 2012
Citibank April 2003 - September 2012
SGSE August 2001 - March 2003
Information Builders June 1999 - July 2001
Skills
Project Portfolio..., Information Security..., Business Process..., Technology Planning, Technology..., Enterprise Risk..., Information Systems..., Business Continuity, Business Process, IT Management, Project Management, Disaster Recovery, Internal Controls, Governance, CISM, Information Technology, Internal Audit, Security, Information Systems, Operational Risk, Data Center, Incident Management, Auditing, Risk Assessment, Business Continuity..., Business Process..., Budgets, IT Audit, Financial Services, Analysis, Information Security, Network Security, COBIT, Vendor Management, Management, Risk Management, CISA, Operational Risk..., Sarbanes-Oxley Act, Banking, Strategy, SDLC, PMP, IT Strategy, Business Analysis, Six Sigma, Financial Risk, Process Improvement, Risk Analysis, Business Process...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1979
B Sc, Computer Science
CIC St. Mary's College 1969 — 1975
'A' - Advanced Level (Cambridge), Mathematics, Economics
Freelance March 2014 - Present
Comcast February 2012 - May 2013
Honeywell Utility Solutions January 2011 - February 2012
GYAAN LEARNING CENTER May 2007 - December 2010
TRANZACT October 2005 - April 2007
NEW YORK TIMES October 2003 - September 2005
Citibank January 2003 - September 2003
American Express October 1998 - September 2002
Carter Products Division September 1997 - September 1998
Skills
Program Management, Marketing, Direct Mail, Budget, Market Planning, Customer Acquisition, Analytics, Marketing Strategy, Database Marketing, Project Management, Strategic Planning, Sales, Online Advertising, Lead Generation, Product Marketing, Product Development, Customer Retention, Email Marketing, Web Analytics, Business Development, Teachers, Strategy
Education
Columbia University - Columbia Business School 2005 — 2010
Certificate in Business Excellence
Dale Carnegie -The Dale Carnegie 2006 — 2006
Drexel University - LeBow College of Business 1996 — 1997
MBA, Marketing
Boston University Questrom School of Business 1991 — 1994
BSBA, Finance; Psychology
Music Together
New York University March 2004 - Present
Business Communication Coach March 2002 - Present
JPMorgan Chase & Co. April 1996 - February 2002
Citibank October 1989 - March 1996
Skills
Presentation skills..., Interview skills..., Career advancement..., Executive development, Business writing skills..., Personal branding..., Communication strategy, Self-Promotion for..., Personal Branding, Executive Coaching, Coaching, Strategy, Interviews, Strategic Communications, Leadership, Training, Executive Development, Leadership Development, Presentation Coaching, Public Speaking, Management, Blogging, Published Author, Career Development, Career Management, Career Counseling, Personal Development, Writing, Employee Training, Fundraising, Recruiting, Strategic Partnerships
Education
Boston University
BS, Communication
New York University - Leonard N. Stern School of Business
1OAK Group January 2013 - Present
Caddo Capital Management December 2012 - January 2015
Vorás Capital Management, LP February 2010 - August 2012
Elm Hill Capital Advisors December 2008 - February 2010
Black River Asset Management November 2006 - July 2008
West End Capital Bermuda September 2005 - August 2006
Barclays Capital December 2001 - June 2005
Morgan Stanley & Co. Inc July 2000 - June 2001
University of Chicago Booth School of Business 1998 - 2000
Citibank December 1994 - July 1998
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, FX Options, Capital Markets, Portfolio Management, Equities, Interest Rate..., Global Macro, Alternative Investments, Options, Proprietary Trading, Hedging, Equity Derivatives, Volatility, Investments, Bonds, Emerging Markets, Risk Management, Valuation, Trading Strategies, Investment Banking, Financial Risk, Mutual Funds, Rates, Quantitative Analytics, Structured Finance, Quantitative Finance, Volatility Arbitrage, Options Strategies, FX trading, Swaptions, Interest Rate Swaps, Investment Management, Fixed Income Trading, Investment Strategies, Quantitative Investing, Swaps, Interest Rates, Managed Futures
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Quantitative Finance, Accounting
Brandeis University 1990 — 1994
BA, Economics, Politics
Classic School 11
High School, English Language and Literature, General, Mathematics
PricewaterhouseCoopers July 2015 - July 2015
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2014 - August 2014
Boston University September 2013 - May 2014
Shanghai Rural Commercial Bank June 2013 - June 2013
EF Education First June 2012 - August 2012
Infosalons July 2012 - July 2012
Citibank August 2011 - August 2011
Skills
Communication, Experience Working with..., Teamwork, Microsoft Word, Customer Service, Community Service, Social Media, English, Event Planning, Time Management, Facebook, Teaching, Data Analysis, Analysis, PowerPoint, Spanish
Education
Boston University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Wells Fargo Bank September 1996 - Present
AIDC Ltd. (Australian Industry Development Corp January 1993 - January 1996
Citibank January 1985 - January 1993
Continental Illinois National Bank and Trust January 1981 - January 1985
Skills
Portfolio Management, Investments, Equities, Mergers & Acquisitions, Credit, Restructuring, Commercial Lending, Loans, Due Diligence, Management, Finance, Underwriting, Training, Leveraged Finance, Financial Analysis, Financial Risk, Project Planning, Asset Based Lending
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
Brandeis University 1975 — 1979
BA, Economics and Anthropology
Citi August 2015 - Present
Blaquire October 2014 - Present
Mission 6 Zero August 2012 - Present
Citi August 2014 - August 2015
Citi August 2013 - August 2014
Zaytoon International February 2011 - July 2013
Brigham Young University August 2004 - April 2013
Citibank June 2012 - August 2012
Brigham Young University September 2006 - April 2011
Brigham Young University January 2005 - April 2011
Skills
Organizational Behavior, Coaching, Talent Development, Talent Management, Psychotherapy, Group Dynamics, Leadership Development, Organizational..., Psychology, Organizational..., Public Speaking, Career Counseling, Career Development, Research, Teaching, Team Building, Human Resources, Recruiting, Management, Entrepreneurship, Strategy, Start-ups, Personnel Management, Training, Time Management, Executive Coaching, Conflict Resolution, Change Management, Leadership, Employee Training, Organizational Design, Nonprofits, HR Consulting, Succession Planning, Resume Writing, Data Analysis, Performance Management, Interviews, Workshop Facilitation, Statistics, Psychological Testing, Personal Development, Psychological Assessment, Job Coaching, Project Management, Strategic Planning, Microsoft Office, Team Leadership, Microsoft Excel, Consulting
Education
Brigham Young University 2011 — 2013
MBA, Organizational Behavior
Brigham Young University 2004 — 2012
Ph.D, Psychology
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Children's Home + Aid May 2014 - Present
Children's Home + Aid February 2014 - May 2014
Children's Home + Aid Society of Illinois July 2011 - February 2014
Children's Home + Aid Society of Illinois May 2011 - July 2011
Citibank August 2008 - January 2010
Skills
Microsoft Office, Raiser's Edge, PowerPoint, Excel, Word, Event Planning, Event Management, Event Marketing, Major Events, Budgeting, Fundraising, Hosting, Non-profits, Outlook, Organizing, Budgets, Nonprofits, Microsoft Excel, Program Development, Grant Writing, Management, Community Outreach, Grants
Education
Bradley University 2007 — 2011
Bachelors, Sociology, Psychology
Glencore December 2012 - July 2015
Citibank June 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Public Speaking, Writing, International Awareness, Analysis, Business Modeling, Presentation Development
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard Extension School 2012 — 2012
Spreadsheet Models for Managers
Boston College - Carroll School of Management 2008 — 2012
B.S., Business Management; Political Science (minor)
ESADE Business School 2011 — 2011
Summer Module, International Business
Universidad Pontificia Comillas 2011 — 2011
Semester Exchange Program, Busines and Political Science
Carol Morgan School 1998 — 2008
Trajectory December 2001 - Present
Nemex Inc. 1999 - 2001
Chinnici Direct 1996 - 1999
CIT 1992 - 1996
Citibank 1984 - 1992
Home Box Office 1981 - 1984
Skills
Brand Development, Advertising, Integrated Marketing, Direct Marketing, Digital Media, Social Media, Graphic Design, Marketing, Strategy, B2B, New Business Development, Photography, Logo Design, Product Development, Marketing Communications, Market Planning, Social Media Marketing, Digital Marketing, Business Development, Start-ups, Strategic Planning, Digital Strategy, Online Marketing
Education
Boston University Questrom School of Business 1979 — 1981
BSBA, Marketing/Finance
University of Delaware - Lerner College of Business and Economics 1977 — 1979
Marketing
SEVENROOMS January 2015 - Present
Scene Network LLC April 2009 - 2015
The Jazz Room February 2013 - August 2013
Threes A Crowd LLC July 2007 - December 2008
Citibank September 2006 - 2007
IBM 2004 - 2005
Skills
Entertainment, Marketing, Film, Promotions, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Event Management, Online Advertising, Public Relations, Social Media Marketing, Fashion, Business Development, New Business Development, Management, Event Planning, Strategic Partnerships, Sponsorship, Advertising, Marketing Strategy, Social Networking, Marketing Communications, Entrepreneurship, Sales, Strategic Planning
Education
Bournemouth University 2002 — 2006
BA Business and Economics, 1st hons, 1st Class Honors
Cambridge University 2006 — 2007
International Business Practice, American History (United States)
Fleetmatics June 2013 - Present
CITIBANK November 2009 - June 2013
COVENTRY/CONCENTRA September 2006 - November 2009
COVENTRY/CONCENTRA March 2004 - September 2006
Chase Home Finance November 2001 - March 2004
CITIBANK & U.S. POST OFFICE July 2000 - November 2001
EMAGISOFT CORPORATION March 2000 - July 2000
ASSOCIATED PARTNERS September 1999 - January 2000
POMEROY COMPUTER RESOURCES January 1999 - September 1999
COMPUCOM SYSTEMS October 1996 - January 1999
Skills
Software Documentation, Outlook, Visio, Call Center, Lotus Notes, Customer Service, Access, Business Analysis, Active Directory, Microsoft Office, Troubleshooting, SharePoint, Technical Support, Networking, Servers
Education
Brigham Young University 1989 — 1994
Bachelor of Science, Psychology
Bank of America Merrill Lynch June 2013 - Present
Citibank November 2006 - June 2013
Salomon Smith Barney April 2002 - November 2006
Prudential Securities April 1993 - April 2002
Skills
Series 7, Finance, Investments, Portfolio Management, Wealth Management, Financial Services, Equities, Mutual Funds, Banking, Fixed Income, Securities, Series 9, Series 10, NYS Notary Public
Education
Boston College 1986 — 1987
Hofstra University
MA
A.S.A.P. Advisor Services, Inc. April 1998 - Present
JP Morgan Chase June 1997 - April 1998
Bankers Trust Company June 1996 - June 1997
HSBC Asset Management April 1994 - May 1996
Citibank February 1990 - April 1994
Empire Blue Cross Blue Shield April 1988 - February 1990
Leading National Advertisers February 1985 - March 1986
Education
Boston University 1981 — 1984
IFC - International Finance Corporation August 2013 - Present
The World Bank April 2005 - July 2013
Independent Consultant 2003 - March 2005
Inter-American Investment Corporation 1992 - 2003
Citibank 1991 - 1992
Skills
Corporate Finance, Internal Audit, Portuguese, Language Development, Language Skills, English, Portuguese,..., Certified Internal..., Risk Management, Finance, Financial Analysis, Mergers & Acquisitions, Investments
Education
Boston University Graduate School of Management 1985 — 1986
MBA, Finance
Boston University School of Engineering
M. Science, Manufacturing Engineering
BuyBackWorld.com September 2009 - Present
Wells Fargo Securities February 2009 - July 2010
Citibank July 2008 - February 2009
Skills
Financial Modeling, Start-ups, Entrepreneurship, Management, Leadership, Cross-functional Team..., Investments
Education
Boston University 2004 — 2008
B.S., Finance and Accounting
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
WholebodyMFR March 2007 - Present
Fletcher Allen Health Care 2006 - Present
University of Vermont Medical School 2009 - 2010
Community College of Vermont 2005 - 2010
Physical Therapy of Vermont 2007 - 2009
Beth Israel Medical Center 1999 - 2000
Citibank 1992 - 1997
Skills
Injury, Therapeutic Massage, Bodywork, Myofascial Release, Low Back Pain, Manual Therapy, Fitness, Wellbeing, Holistic Health, Relaxation, Wellness, Physical Therapy, Fibromyalgia, Medical Massage, Pain Management, Treatment, Chronic Pain, Rehabilitation, Back Pain, Headaches, Sports Injuries, Healing
Education
Myofascial Release Seminars 2009 — 2013
Certification, MFR
Sarasota School of Massage 1998 — 1998
LMT, Massage Therapy
Boston University Questrom School of Business 1990 — 1992
BS/BA, Finance/Acccounting/Marketing
MoneyGram International September 1989 - Present
Cap Gemini America January 1988 - September 1989
Federal Kemper Insurance Co. April 1986 - January 1988
CitiBank May 1984 - April 1986
CitiBank May 1983 - May 1984
CitiBank June 1982 - May 1983
Skills
PL/SQL, Oracle E-Business Suite, MS Office Suite, Oracle DB 9i, 10g, 11g, PL/SQL Developer, COBOL, MVS JCL, Oracle, Easytrieve, Testing, Data Modeling, Troubleshooting, Unix Shell Scripting, Databases, SQL, ETL, Microsoft Office, Linux, Program Management, Enterprise Architecture, Visio, SDLC, Data Warehousing, Shell Scripting, Database Administration, Oracle HR, SQL Tuning, Unix, Oracle Applications, Performance Tuning, Requirements Analysis, MVS, SQL*Plus, Mainframe, Software Documentation
Education
Briar Cliff University 1978 — 1982
B. A., Business Administration
Sandvik January 2011 - December 2011
Apple Express January 2009 - December 2010
PepsiCo January 2008 - January 2009
DHL Latin America June 2005 - December 2007
Citibank January 2000 - August 2003
Incatambo Hacienda Hotel (start-up entrepreneur project) January 1997 - January 2000
Banco de Credito del Peru January 1996 - 1997
Skills
Sales, Marketing, New Business Development, Business Development, Strategy, Negotiation, Business Strategy, Business Planning, Strategic Planning, Cross-functional Team..., Business Analysis, CRM, Corporate Finance, Management, Forecasting, Due Diligence, Account Management, Mergers, Mergers & Acquisitions, Start-ups, Financial Analysis, Management Consulting, Marketing Strategy, Sales Management, Logistics, Competitive Analysis, Market Intelligence, Valuation, Market Research, Strategy Development, Process Improvement, Restructuring, Competitive Intelligence, Team Building, Contract Negotiation
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, International Economics, Finance, Strategy
Boston University - School of Economics 1991 — 1995
BA, Economics, 3.4
Boston University - School of Management 1991 — 1995
BSBA, Finance, 3.4
Markham College 1979 — 1990
High school diploma
Nauvoo House PresidentCandlelight Clean Energy
Candlelight Marketing January 2004 - Present
Radio Show Host 2007 - 2008
Radio Show Host 2007 - 2008
Kelly Services September 1997 - June 2000
Citibank September 1982 - July 1997
Citigroup 1982 - 1997
Education
Brigham Young University 1972 — 1976
Illinois Secretary of State February 2013 - Present
3Sixty Properties July 2010 - Present
Lake Forest Graduate School of Management 2014 - 2015
Lake Forest Graduate School of Management 2014 - 2015
Fan Page Factory July 2010 - December 2010
Various February 2010 - March 2010
Entertainment Cruises May 2009 - August 2009
Citibank May 2007 - August 2008
Skills
Management, Time Management, Microsoft Office, Professional Organizing, Project Management, Business Strategy, Leadership, Customer Service, Microsoft Excel, Entrepreneurship, Selling
Education
Lake Forest Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Bradley University 2005 — 2009
Bachelor of Science, Business Administration and Management, General, 3.22 GPA
Interactive Media Associates 1986 - Present
VNU 1995 - 2005
The Kelsey Group 1994 - 2002
US West 1987 - 1999
Interactive Services Association 1988 - 1998
NYNEX 1985 - 1998
AT&T 1989 - 1996
Prodigy 1988 - 1996
Ziff Davis 1988 - 1996
Citibank 1985 - 1992
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1985
MBA
Syracuse University 1973 — 1974
MA, Communications
Boston College 1969 — 1973
BA, English
Citigroup April 2002 - Present
Citigroup (Asset Mangement\CTI) 2002 - Present
Crypographic Appliances April 2000 - April 2002
Interworld Corporation January 1999 - May 2000
Citibank September 1997 - January 1999
Education
Brandeis University 1990 — 1993
Citigroup, Global Transaction Services October 2007 - June 2010
Citigroup, Global Transaction Services October 2006 - October 2007
Citigroup/Commercial Business Group August 2004 - October 2006
Citibank September 2003 - August 2004
Citigroup/Asia Pacific Consumer Bank April 2002 - September 2003
Citigroup/Citicorp Data Systems Inc March 2001 - April 2002
Citigroup May 2000 - March 2001
Education
Brigham Young University 1998 — 2000
MA, Organizational Behavior
Brigham Young University 1992 — 1998
BA, International Rlelations
Fidelity Investments January 2012 - Present
Fidelity Investments / FMRCo. 1996 - December 2011
Citibank 1996 - 1996
Citicorp Overseas Software Ltd 1988 - 1996
CITIL/COSL (Citicorp Software) 1988 - 1996
Godrej 1982 - 1985
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Program Management, Software Project..., Risk Management, PMO, Project Portfolio..., Requirements Analysis, Financial Services, Process Improvement
Education
Boston University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Walchand College of Engineering 1978 — 1982
BE, Mechanical Engineering
Aveta November 2010 - Present
Global Crossing July 2007 - November 2010
Javelin Pharmaceuticals 2006 - 2006
Citibank 2004 - 2005
Deloitte Taiwan 2000 - 2003
Skills
Due Diligence, Strategic Financial..., Financial Modeling, Finance, Mergers, Mergers & Acquisitions, Strategy, Capital Markets, Analysis, Accounting, Business Development, Corporate Finance, Valuation, Competitive Analysis, Financial Analysis, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
National Taiwan University
Bachelor's degree
National Taiwan University
Bachelor's degree
Subiaco Abbey & Academy January 2013 - Present
Financial services BPO outsourcing October 2003 - Present
St Edmunds Academy 2007 - 2013
HSBC May 2001 - January 2003
Citibank April 2000 - May 2001
The Chase Manhattan Bank May 1998 - April 2000
Fidelity Investments January 1993 - May 1998
Skills
BPO, Outsourcing, Call Center, Telemarketing, Vendor Management, Customer Experience, Operations Management, Lead Generation, New Business Development, Customer Retention, Workforce Management, CRM, Business Development, Relationship Management, Account Management, Call Centers, Customer Satisfaction, Management, Sales, Leadership, Strategy, Process Improvement, Solution Selling
Education
Villanova University 1998 — 2000
MBA, Business
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Business
The University of Dallas 1984 — 1988
BA, Biology- Pre Med
Subiaco Academy 1980 — 1984
HS, College Preparatory Boarding School
Citi March 2011 - Present
Image Resources 2012 - 2013
Liquidnet Holdings, Inc May 2008 - March 2010
Dow Jones & Company January 2001 - April 2008
GreenPoint Financial Services 1999 - 2000
Citibank 1989 - 1998
Education
Yale University - Yale School of Management 1983 — 1985
Boston University 1976 — 1980
MA Economics, Development Economics, Industrial Organization
Wesleyan University 1974 — 1976
BA, Latin American Studies, Economics
Pine River Capital Management May 2012 - Present
Citibank August 2009 - May 2012
Silver Point Capital L.P. July 2008 - August 2009
Old Lane LP December 2005 - July 2008
The Macgregor Group January 2001 - January 2006
Macgregor/ITG Solutions Network 2001 - 2005
Skills
Trading Systems, Electronic Trading, .NET, Trading System, Hedge Funds, VBA
Education
Boston College 1999 — 2001
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
MasterCard Worldwide September 2007 - Present
MBNA 1988 - 2006
American Express 1982 - 1986
Citibank 1980 - 1982
Skills
Marketing, Analytics, Customer Acquisition, Credit Cards, Relationship Management, Financial Services, Marketing Strategy, Business Development, Segmentation, Banking, Vendor Management, Direct Marketing, Product Management, CRM, Cross-functional Team..., Management, Debit Cards, Credit, Strategic Planning, Loyalty Marketing, Leadership, Cards, Strategy, Risk Management, Portfolio Management, Executive Management, Product Development
Education
Boston University - MBA 1978 — 1980
MBA, Marketing
University of Connecticut 1974 — 1978
BA, English
University of Connecticut
Citibank October 2003 - Present
MetLife Financial Services March 2002 - October 2003
American Express Financial Advisors July 1994 - March 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Banking, Credit, Series 63, Portfolio Management, Loans, Retirement Planning, Mortgage Lending, Consumer Lending, Investments, Retail Banking, Mutual Funds, Small Business Lending, Commercial Banking, Credit Analysis, Series 24, Risk Management, Insurance
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Rensselaer Polytechnic Institute 1984 — 1988
MS, Management
M&T Bank March 1997 - Present
Citibank 1987 - February 1997
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Consumer Lending, Credit Risk, Retail Banking, Mortgage Lending, Risk Management, Lines Of Credit, Loan Origination, Mortgage Banking, Portfolio Management, Small Business Lending, Treasury Management, Relationship Management, Commercial Mortgages, Cross Selling, Cash Management
Education
Boston University - School of Management 1981 — 1985
BSBA, Finance
Hastings High School 1978 — 1981
High School
JPMorgan Chase July 2013 - Present
MT&L January 2011 - May 2013
Integrated Printing Solutions 2009 - 2011
Business Logistic Services January 2007 - June 2008
Wachovia October 1993 - January 2007
First Union (Wachovia) 1993 - 2007
First Union National Bank 1993 - 2005
AT&T Universal Card Services 1990 - 1993
AT&T Universal Card 1990 - 1993
Citibank 1985 - 1990
Skills
Budgets, Operations Management, Securities, Process Improvement, New Business Development, Financial Services, Product Management, Risk Management, Coaching, Team Leadership, Sales Management, Vendor Management, Management, Team Management, Customer Service, Strategic Planning, Customer Satisfaction, Business Strategy, Team Building, Change Management, Analysis, Cross-functional Team..., Sales, Business Development, Credit Cards, Marketing Strategy, Strategy, Project Management, Banking, Account Management, Leadership, Business Process..., Inventory Management, Executive Management, Manufacturing, CRM, Transaction Processing, Start-ups, P&L Management, Program Management, Mergers & Acquisitions, Outsourcing, Business Planning, Product Development, Six Sigma, Competitive Analysis, Contract Negotiation, Strategic Partnerships, Management Consulting, Business Analysis
Education
Briar Cliff University 1980 — 1985
American Family Insurance February 2015 - Present
First American Bank September 2009 - December 2014
Harris Bank July 2005 - June 2009
Citibank September 2001 - July 2005
Skills
Loans, Banking, Investments, Finance, Commercial Banking, Mortgage Lending, Management, Wealth Management, Credit, Risk Management, Life Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Insurance, Sales
Education
Bradley University 1998 — 2000
RBC Capital Markets 2015 - Present
Kilowatt Financial April 2014 - August 2015
RLR Consultants August 2013 - April 2014
Manor House Capital October 2010 - April 2014
RLR Consultants November 2009 - August 2013
RLR Consultants February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Citibank 2004 - 2004
Skills
Project Finance, Structured Finance, Partnership Taxation, Capital Markets, Financial Structuring, Securitization, Credit, Valuation, Structured Products, ABS, Banking, Due Diligence, Private Equity, Debt, Financial Modeling, Investment Banking, Asset Management, Finance, Bloomberg, Equities, Portfolio Management, Corporate Finance, Wind Power, Solar Energy, Solar PV, Geothermal, Waste to Energy, Biomass, Renewable Energy, Renewable Energy Markets, Renewable Energy..., Leveraged Finance
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Management & Finance
Hill &Plakias P.C. September 1989 - Present
Citibank 1981 - 1986
Citi 1981 - 1986
Education
Suffolk University Law School 1986 — 1989
JD, Law
Cornell University 1979 — 1981
MILR, Industrial and Labor Relations; Human Resource Management
Boston University 1973 — 1977
BA, Political Science
Bank of America November 2012 - Present
Citibank July 2008 - November 2012
UBS Investment Bank June 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Due Diligence, Business Relationship..., Finance, Trade Finance, Underwriting, Retail Banking, Financial Services, Investments, Financial Risk, Cash Management, Asset Managment, Strategic Financial..., Relationship Management, Risk Management, Capital Markets, Loan Origination, Asset Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Boston University - School of Management 2004 — 2008
BA, Finance, Marketing
JPMorgan Chase December 2005 - Present
Citibank August 2004 - December 2005
Citi August 2004 - December 2005
Skills
Essbase, Internal Controls, Financial Modeling, Banking, Cash Management, Financial Reporting, Portfolio Management, Managerial Finance, Sarbanes-Oxley Act, Strategic Financial..., Treasury, Corporate Finance, Credit, Financial Analysis, Finance, Business Analysis, Analysis
Education
Bradley University 1997 — 2000
MBA, Finance
Discover Financial Services 2003 - Present
Citibank September 2003 - December 2010
Concentrix Corporation 1994 - 2003
Adams Colway & Associates 1994 - 1997
Education
Rochester Institute of Technology 2006 — 2008
Certificate, Human Resources
Bowling Green State University 1985 — 1989
Bachelor of Arts, Interpersonal and Public Communication
MS Tax & Financial Planning July 2008 - Present
H&R Block 2005 - 2007
Citibank 1987 - 1991
Freeport Indonesia 1977 - 1986
Skills
IRS, Tax Preparation, Small Business..., Income Tax, Tax Returns, Financial Planning, Sales Tax, Quickbooks, LLC, Tax, Tax Accounting, Financial Planners, QuickBooks, Small Business, Tax Research, Partnership Taxation, Corporate Tax, Tax Advisory, Retirement Planning, Strategic Financial..., Preparation, Accounting, Bookkeeping, Payroll Taxes
Education
Tufts University - The Fletcher School of Law and Diplomacy 1970 — 1971
M.A., International Relations
University of Michigan 1969 — 1970
AB, History/Economics
Boston University 2006 — 2007
Certificate, Financial Planning
Vantiv June 2013 - Present
Barclays April 2012 - May 2013
Barclays Bank December 2010 - April 2012
Dynamics Inc. February 2010 - November 2010
American Express February 2005 - February 2010
American Express October 2002 - February 2005
American Express August 1998 - 2002
First Data Corporation July 1995 - August 1998
Card Establishment Services (CES) July 1992 - June 1995
Citibank June 1990 - June 1992
Skills
Payments, Business Strategy, Strategy Development, Cards, Pricing, Enterprise Architecture, Technology Development, Mobile Payments, Product Development, Start-ups, Strategy, Product Management, IT Strategy, Management, Business Development, Credit Cards, Leadership, Mergers & Acquisitions, Banking, Payment Card Processing, SDLC, Vendor Management, Project Management, Process Improvement, Project Portfolio..., Business Intelligence, Outsourcing, Business Analysis, Financial Services, Analytics, Risk Management, Business Transformation, Financial Modeling, Executive Management, Payment Systems, Governance, Business Process..., Analysis, Electronic Payments, CRM, Business Process, PMO, Debit Cards, Integration, Software Project..., Project Delivery, Solution Architecture, Relationship Management, Transaction Processing, Requirements Gathering
Education
Drexel University - LeBow College of Business 1988 — 1990
M.S., Finance
Bradley University 1987 — 1989
MBA, Management
University of Mumbai 1982 — 1987
B.Com, Accounting
Law Firm PartnerDewey Ballantine LLP2007 - Present
Dewey and LeBoeuf 2007 - 2009
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2005 - 2007
Citibank 2001 - 2005
Citibank 2001 - 2005
Citi Private Bank 2001 - 2005
Citi 2001 - 2005
Citigroup 2001 - 2005
Chadbourne & Parke LLP 1997 - 2001
Education
Brandeis International Business School 1981 — 1985
BA, Economics
Brandeis University 1981 — 1985
Syosset High School 1978 — 1981
ABLE Associates INC 1989 - Present
Town of Westport MA 2004 - 2013
Rotary Club of Fall River MA 2005 - 2012
South Coast Human Resources Council 1990 - 2011
Merrill Lynch 1983 - 1988
Citibank 1973 - 1983
Skills
Employee Relations, Interviewing, Hiring, Customer Relations, Administration, Talent Acquisition, Recruiting, Interviews, System Administration, Leadership, Customer Service, Coaching, Human Resources, Temporary Staffing, Sourcing, Temporary Placement, Payroll, Organizational..., Executive Search, Resume Writing, Applicant Tracking..., Industrial Sector, Staffing Services, Internet Recruiting, Networking, Contract Recruitment, College Recruiting, Technical Recruiting, Onboarding, Permanent Placement, Cold Calling, Background Checks, Screening Resumes, Employer Branding, Employee Benefits, Business Networking, Screening, Search, Benefits Negotiation, Personnel Management, Talent Management, Career Counseling, Employment Law, Career Development, Training, Employee Training, Consulting, New Hire Orientations, Performance Management, Employee Engagement
Education
Boston University 1966 — 1968
M Sc. cand, Journalism
Vassar College 1962 — 1966
Bachelor of Arts (BA), Drama/English
Citi Trust May 2010 - Present
Citibank September 1998 - June 2010
Wachovia 2004 - 2006
MassMutual 1997 - 1998
Holton Howard & Goodman 1995 - 1997
Education
University of Virginia
Bachelor of Arts (B.A.)
Boston University School of Law
Summitt Solutions Corp 2003 - Present
American Express 2001 - 2003
Citibank 1999 - 2000
Moody's Investor Service 1991 - 1999
Securities Research Group 1987 - 1991
Skills
Program Management, Project Management, Six Sigma, PMP, CMMI, RUP, Agile Project Management, Agile Methodologies, Business Analysis, Business Process..., Business Process Design, Consulting, Change Management, Leadership, MS Project, Management Consulting, Project Portfolio..., PMI, SDLC, Vendor Management, Microsoft Project, Management, Cross-functional Team...
Education
Rutgers University School of Law - Newark 1999 — 2003
Boston University 1983 — 1987
BA, Economics
Green Building Products January 2010 - Present
Green Building Products 2008 - 2012
Vextor, Inc. May 1992 - December 2009
Citibank May 1981 - August 1990
DRI/McGraw-Hill June 1978 - September 1979
Skills
Statistics, Excel, SQL, C++, C#, SQL Server Analysis..., SPSS, Data Mining, Business Intelligence..., Mining Structures/DMX, Data Integration, Microsoft Excel
Education
Brigham Young University 1972 — 1981
B.S.,MBA, Economics, Int'l Finanacial Mgmt
Citibank Financial Planning DirectorMetLifeJuly 2001 - October 2003
Education
Boston University Questrom School of Business 1991 — 1993
MBA, Finance, Marketing
City Colleges of Chicago January 2012 - September 2013
Nature's Sunshine Products August 1999 - March 2012
City Colleges of Chicago August 2008 - August 2009
Citibank 2006 - 2008
Skills
Small Business, Nonprofits, Public Speaking, Teaching, Program Management, Recruiting, Social Media, Event Management, Microsoft Office, Customer Service, Human Resources, Research, Sales, Nutrition, Strategic Planning, Team Building, Marketing Strategy, Leadership, Leadership Development, Management, Fundraising, New Business Development, Event Planning, Budgets, Policy, Strategy, Time Management, Software Documentation, Coaching
Education
Bradley University 1983 — 1987
Bachelor of Arts, Business Management and Administration
Morgan Park High
BMO Harris Private Banking December 2008 - Present
Harris Bank August 2007 - December 2008
Harris Bank April 2005 - August 2007
Citibank January 2001 - January 2003
Citibank May 1999 - January 2001
Citibank December 1997 - May 1999
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Portfolio Management, Small Business Lending, Mortgage Lending, Cash Management, Wealth Management, Consumer Lending, Underwriting, Financial Analysis, Credit Risk, Wealth Management...
Education
Boston University
Certificate In Financial Planning
Eastern Illinois University
B.S., Business
Harris Bank - Formal Commercial Credit Training Program
Commercial Credit Training Program
Algorithmic Investment Models, LLC January 2012 - Present
Bennett Financial Advisors, Inc. August 2002 - January 2012
Lamarck 1998 - 2001
BEA Associates 1987 - 1994
Citibank June 1983 - July 1987
Skills
Asset Managment, Fixed Income, Derivatives, Risk Management, Research
Education
New York University 1990 — 1992
MA, Economics
Harvard University 1981 — 1983
AB, East Asian Languages & Civilizations
Bowdoin College 1979 — 1981
Deloitte & Touche LLP September 2010 - August 2014
Group Puma Investment Corp August 2009 - August 2010
Forum Trading Corp August 2008 - August 2009
Citigroup May 1993 - May 2008
Citi February 2000 - March 2004
Citibank 1993 - 1996
Skills
Banking, Risk Management, Risk Assessment, Operational Risk..., Corporate Governance, Governance, Legal Compliance, Corporate Law, Global Regulatory..., Financial Risk, Financial Services, Compliance, Regulatory Requirements, Financial Regulation, Private Banking, AML, Enterprise Risk..., KYC, Sarbanes-Oxley Act, Ethics, Due Diligence, Mergers & Acquisitions, M&A experience, Policy, Financial Institutions, Finance, Capital Markets, Securities, Alternative Investments, Investments, Private Equity, Asset Management, Fiduciary Services, Derivatives, Fixed Interest, Internal Audit, Auditing, Internal Controls, Wealth Management, Investment Banking, Management, Executive Management, Restructuring, Credit, Loans, Strategy, Emerging Markets, Financial Modeling, Financial Structuring, Corporate Finance
Education
Boston University School of Law 1989 — 1990
LLM International Banking Law, International Banking and Securities Laws
Universidad Catolica Andres Bello 1982 — 1987
Attorney at Law, Venezuela's Law
PRA Health Sciences March 2013 - Present
Quintiles October 2010 - February 2013
BASF August 2009 - September 2010
ISO New England February 2009 - July 2009
Fidelity Investments 2000 - 2008
Fujitsu Technology Solutions 1997 - 2000
Citibank 1995 - 1997
Skills
SDLC, Data Warehousing, Business Intelligence, Oracle, Business Process, IT Strategy, Program Management, Databases, CRM, Enterprise Software, Performance Tuning, SQL, Unix, Testing, Database Design, Clinical Data Management, CTMS, Leadership
Education
Boston University
MS, Computer Science
Institute of Cost and Work Accountants of India
ICWA, Cost Accounting
TD Wealth Management October 2013 - Present
PNC Wealth Management February 2012 - October 2013
Citibank September 2010 - December 2011
Wachovia Bank August 2000 - September 2010
Fleet Bank 1995 - 2000
Citibank 1974 - 1986
Skills
Wealth Management, Mutual Funds, Tax, Banking, Equities, Securities, Fixed Income, Financial Analysis, Risk Management, Private Equity, Hedge Funds, Private Banking, Loans, Investment Strategies, Capital Markets, Portfolio Management, Investments, Bonds, Insurance, Commercial Banking, Credit Analysis, Financial Services, Relationship Management, Retirement, Financial Advisory, Cash Management, Commercial Lending
Education
Boston College - Wallace E. Carroll Graduate School of Management 1972 — 1974
MBA, Finance
Villanova University 1968 — 1972
B.A., Political Science
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
National Australia Bank June 2007 - Present
LBBW April 2004 - June 2007
Deutsche Bank April 2000 - April 2004
Citibank July 1997 - April 2000
Skills
Author, Wealthy Child:..., Author, The Economic..., Eagle Scout, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Investment Banking, FX Options, Trading, Structured Finance, Risk Management, Options, Portfolio Management, Swaps, Financial Risk, Basel II, Equity Derivatives, Bonds, VAR, Securities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Boston University 1988 — 1992
BA, Economics / Computer Science
Fordham Preparatory School 1984 — 1988
High School
Baker Consulting Associates ControllerCenter for Nonprofit ManagementAugust 1985 - 1989
Citibank 1979 - 1984
Education
University of Southern California - Marshall School of Business 1977 — 1979
MBA, finance, quantitative analysis
Boston University 1969 — 1973
A.B., mathematics
HSBC December 2013 - Present
HSBC December 2013 - Present
Citibank February 2007 - December 2013
Skills
Securities Licenses 7,..., Banking, Business Planning, Commercial Banking, Commercial Lending, Credit, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Export Finance, Financial Analysis, Financial Services, Investments, Letters of Credit, Loans, New Business Development, Portfolio Management, Relationship Management, Risk Management, Small Business Lending, Strategic Planning, Team Leadership, Trade Finance, Underwriting
Education
Thunderbird School of Global Management 1972 — 1972
Master of Business Administration (MBA), International Business
Boston University 1966 — 1970
Bachelor of Business Administration (BBA)
Citibank January 2002 - October 2007
The Money Store 1995 - 2000
Skills
Risk Management, Program Management, Business Analysis, Vendor Management, Process Improvement, Financial Risk, SDLC, Business Process..., Project Portfolio..., Business Process, Change Management, PMP, Leadership, Requirements Analysis
Education
Brigham Young University
BS, Business
SunTrust Bank October 2013 - Present
E*TRADE Financial July 2009 - October 2013
Capital Bank Maryland September 2008 - July 2009
PNC Bank September 2006 - September 2008
Citibank March 2001 - September 2006
Citicorp Investment Services November 1999 - March 2001
District Court of Maryland March 1993 - October 1999
A.N. Pearson & Company 1995 - 1999
Prince Georges County Police Dept 1984 - 1990
Skills
•20 years of sales and..., •20 years of community..., •Effective Leadership..., •Business development..., •Relationship..., •DeNovo Branch Manager, •Financial Center..., Business Development, Banking, Leadership, Loans, CRM, Investments, Strategy, Small Business, Nonprofits, Mortgage Lending, Risk Management, Sales, Credit, Finance, Marketing, Program Management, Financial Services, Insurance, Marketing Strategy, Management, Relationship Management, Executive Management, Financial Analysis, Community Development, Strategic Planning, Commercial Lending, Portfolio Management, Training, Consumer Lending, Analysis, Small Business Lending, Credit Analysis
Education
Bowie State University 1981 — 1990
Accounting, Business Administration
Brown Bear Communications, Inc June 2002 - Present
ANS, Inc June 1988 - May 2002
Citibank December 1979 - May 1991
Education
Boston University 1972 — 1976
BA, Communications & Journalism
Verint January 2013 - Present
Verint September 2009 - January 2013
Verint 2006 - September 2009
Demos Solutions 1995 - 2006
Citibank May 1984 - September 1992
Skills
Management Consulting, Process Improvement, Banking, Customer Relations, Strategic Planning, Change Management, Problem Solving, Product Management, Customer Service, Management, Forecasting, Analysis, Training, Call Centers, Project Management, Business Process..., Performance Management, Strategy, Leadership, Integration, Customer Experience, Business Analysis, Customer Satisfaction, CRM, Vendor Management, Program Management, Business Development, Analytics, Software Documentation
Education
Boston University - School of Management 1992 — 1994
MBA, Marketing and Operations
Knox College 1979 — 1983
Bachelor of Science (BS), Anthropology and Economics
Evanston Township High School 1976 — 1979
College Prep
Zions First National Bank December 2012 - Present
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2012
Zions Bancorporation September 1987 - June 2009
Michigan National Corporation 1977 - 1987
Citibank July 1973 - November 1975
Skills
Investor Relations, Financial Analysis, Competitive Analysis, Business Strategy, Banking, Public Speaking, Strategic Planning, Strategy, Team Building
Education
Harvard Business School 1971 — 1973
MBA
Brigham Young University 1965 — 1971
BS, Mathematics
Citibank N.A. SVPCitibank2004 - 2008
Citibank 1997 - 2004
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
MBA
Bradley University 1978 — 1982
BS, Finance
Capital One Home Loans May 2015 - Present
Citibank February 2010 - April 2015
JPMorgan Chase August 2004 - May 2009
Wells Fargo January 1995 - July 2004
Skills
Asset Management, Banking, Capital Markets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Equities, FHA, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Mortgages, Risk Management, Underwriting, Valuation
Education
Boston University
BSBA, Finance
State Street November 2012 - Present
State Street October 2010 - November 2012
State Street July 2007 - October 2010
State Street October 2005 - July 2007
Citibank August 2005 - October 2006
Skills
Fund Accounting, Mutual Funds, Fixed Income, Global Custody, Securities, Equities, Hedge Funds, Account Reconciliation, Financial Analysis, Fund Administration, Bloomberg Terminal, Derivatives, Accounting, Bloomberg, Financial Reporting, Financial Modeling, Corporate Actions, Financial Services, Banking, Trading
Education
University of Phoenix 2005 — 2007
BA in Business Management, Business
Briar Cliff University 1996 — 1999
Mass Communication/Media Studies
F.E.G.S. June 2010 - Present
Ernst & Young April 2008 - July 2009
Brown Brothers Harriman July 2006 - 2007
JP Morgan Chase April 2002 - May 2006
Citibank March 1984 - November 1998
Education
Boston University
M.Ed, English / Education
Stony Brook University
B.A., English
ponder co December 2002 - Present
cain brothers 1995 - 2002
prudential securities 1987 - 1995
Salomon Brothers 1985 - 1987
Massachusetts Health & Educational Facilities Authority 1981 - 1985
IL Health Facilities Authority 1978 - 1981
Citibank 1977 - 1978
Massachusetts General Hospital 1975 - 1976
Education
Boston University Graduate School of Management 1973 — 1974
mba, healthcare management
Providence College 1968 — 1972
BS, pre-med
Resident Salon Services February 2015 - Present
Total Clerical Services March 2015 - May 2015
Beacon Hill Staffing Group, LLC December 2014 - January 2015
Beacon Hill Staffing Group, LLC December 2014 - December 2014
Officeteam October 2014 - October 2014
MiniLuxe August 2013 - April 2014
Arbour Counseling Services May 2013 - September 2013
Boston Eye Group May 2012 - August 2012
The Charles Hotel January 2012 - June 2012
Citibank September 2010 - September 2011
Skills
Customer Service, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Data Entry, Appointment Scheduling, Microsoft Excel, Social Media, Leadership, Nonprofits, Management
Education
University of Massachusetts Boston 2009 — 2012
Boston University
Bachelor's Degree, Psychology
Citibank November 1996 - Present
Skills
Risk Management, Financial Services, AML, Operational Risk, Financial Risk, Capital Markets, Securities, Business Continuity...
Education
Brandeis University
NYC Department of Information Technology & Telecommunications December 2014 - Present
NYC Department of Citywide Administrative Services October 2007 - December 2014
Metis Associates January 2005 - July 2007
Freelance Film Production 1995 - 2003
Citibank 1993 - 1995
Arthur Andersen 1990 - 1993
Skills
Data Analysis, Public Policy, Performance Management
Education
City University of New York-Hunter College 2003 — 2005
MS, Social Research
Boston University Questrom School of Business 1986 — 1990
BS, Business Administration/Accounting
Ipswich Public Schools September 2010 - June 2011
Ipswich (MA) Middle School September 1984 - June 2006
Appleseed's July 1981 - July 1982
Citibank June 1980 - August 1980
Brookline, MA Public Schools September 1973 - June 1979
Andover, MA Public Schools September 1971 - June 1973
Phillips Academy Andover June 1971 - August 1971
Universite d'Aix-Marseille, Aix-en-Provence, France September 1969 - June 1970
Skills
Spanish, French, Customer Service, Curriculum Development, Editing, Writing, Program Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1981
MBA, Marketing
Middlebury College 1971 — 1972
MA, French Language & Literature-Paris
Cornell University 1968 — 1969
MAT, Education
Cornell University 1964 — 1968
BA, French/Spanish
Digital Media Solutions 2012 - Present
Privately Held Data Processing Company 2003 - 2012
Independent Contractor to Credit Card Issuers 2000 - 2003
US Capital Card, Inc. 1999 - 2000
First National Bank of Marin 1996 - 1999
Montgomery Ward Credit Corporation, a subsidiary of GE Capital 1991 - 1994
Security Pacific Automation Company, Inc. 1989 - 1991
Citibank 1985 - 1989
Skills
Gained extensive..., Financial Analysis, Start-ups, Budgets, Strategic Planning, Forecasting, Managerial Finance, Accounting, Microsoft Excel, Finance, Process Improvement, Customer Service, Entrepreneurship, Microsoft Office, Strategic Partnerships, Team Building, Analytics, Management, Business Development, Marketing, Online Advertising
Education
Brigham Young University 1974 — 1980
BS Accounting, Accounting, Cum Laude Honors
C.J. Rubino & Co., Inc. October 2002 - Present
Citibank December 1993 - December 2001
Skills
Office Management, Office Administration
Education
Briarcliffe College 1985 — 1986
Secretarial
Plainedge High School 1980 — 1984
State Street December 2013 - Present
Ricardo Trading LLC November 2012 - December 2013
RTN Federal Credit Union September 2012 - November 2012
Alan Gray, Inc. August 2012 - September 2012
The Doyle Collection August 2012 - August 2012
SoHo Fashion, Inc. July 2012 - August 2012
CITIBANK January 2010 - April 2010
SHANXI SECURITIES CORPORATION . LTD July 2009 - August 2009
People's Bank of China May 2008 - July 2008
Skills
Microsoft Office,..., Bloomberg, Microsoft Office, SPSS, Stata, Bloomberg Terminal, Management, Finance, Auditing, Access, Analysis, Data Analysis, Accounting, Economics, Microsoft Excel, Budgets, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Arts (M.A.), International Finance and Economics
Central University of Finance and Economics 2006 — 2010
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities, 90
Wells Fargo Auto Finance June 2004 - August 2010
Citibank Delaware November 1996 - September 2002
Citibank September 1980 - November 1996
Skills
Access, Managing A Team, Business Analysis, Customer Service, Web Development, Knowledge Management, Team Leadership, Microsoft Office, Operations, Outlook, PowerPoint, Problem Solving, Excel, Metrics, MIS, Databases, Communication Written, Training, Project Coordination, FrontPage, HTML
Education
Brigham Young University 1973 — 1975
BA, Liberal Arts
WorkSource 2011 - 2011
ING March 2000 - December 2010
Technisource 1998 - 1998
Citibank 1995 - 1998
Citibank 1995 - 1998
US Army 1983 - 1993
Education
Boston University
Masters Degree Computer Information Systems
University of Pittsburgh
BS, Computer Science
U.S. Department of the Treasury April 2015 - Present
FDIC August 2009 - May 2014
Citi May 1986 - February 2007
Citibank May 1986 - January 2007
Skills
Valuation, Asset Management, Due Diligence, Risk, Insurance, Executive Management, Financial Institutions, Investments, Financial Analysis, Portfolio Management, Financial Management, Capital, Financial Modeling, Loans, Investment Banking, Credit, Equities, Asset, Credit Analysis, Structured Finance, Capital Markets, Credit Risk, Securities, Banking, Financial Risk, Asset Managment, Risk Management, Analysis, Finance, Financial Services, Mortgage Lending, Commercial Lending, Loan Origination, Commercial Banking
Education
Boston University Graduate School of Management 2012 — 2014
Business Continuity & Risk Management, Risk Management
Adelphi University 1990 — 1993
BS, Management and Finance
J.P. Morgan April 2014 - Present
Citi July 2012 - Present
Citibank March 2010 - July 2012
American Express January 2001 - March 2010
Education
Boston University Questrom School of Business
MBA, Finance, Operation Research
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance / Economic
Zions Bank August 2008 - Present
Wells Fargo Bank September 1971 - October 1974
Terra Chemicals International March 1969 - August 1970
Citibank January 1966 - September 1969
Skills
Commercial Lending, New Business Development, Credit, Credit Analysis, Commercial Banking, Banking, Lines Of Credit, Consumer Lending, Loans, Commercial Mortgages, Credit Risk, Small Business Lending, Deposits, Underwriting, Asset Based Lending, Retail Banking
Education
Brigham Young University 1961 — 1965
Master of Arts (MA), East Asian Studies
EMC Corporation October 2011 - Present
EMC Corporation March 2010 - September 2011
EMC Corporation January 2009 - February 2010
EMC Corporation July 2006 - December 2008
EMC Corporation May 2002 - June 2006
EMC Corporation February 2000 - April 2002
LInx Communications September 1995 - January 2000
Replica Corporation July 1990 - August 1995
Affinity Marketing October 1986 - June 1990
Citibank November 1983 - May 1986
Skills
Solution Selling, SaaS, Cloud Computing, Storage, Go-to-market Strategy, Enterprise Software, Sales Enablement, Professional Services, Channel Partners, Business Alliances, Partner Management, Pre-sales
Education
Bowdoin College
Town Sports International October 2012 - Present
Citibank 2006 - 2011
Party City Corporation 2001 - 2006
Skills
Retail, Strategy Development..., Site Selection, Lease Negotiation, Site and Trade Area..., Market Analysis, Demographic Analysis, Sales Forecasting, Lease Administration, Portfolio Management, Big Box Leasing, Convenience Leasing, Bank Leasing, Open Air Leasing, Mall Leasing, Street Leasing, Specialty Leasing, Location Intelligence, Lease Negotiations, Real Estate, Disposition, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Leases, Property Management, Landlords, Real Estate Economics, Brokerage, Investment Properties, Real Estate Financing, Dispositions, Commercial Real Estate, Shopping Centers, Tenant
Education
Boston University
Michigan State University
New York Life Insurance Company November 2010 - Present
New York Life 2010 - 2013
Citibank September 2006 - November 2010
Skills
Investments, Portfolio...
Education
Boston University - School of Management