Citibank, NA
Industry: Financial services company
DescriptionCitibank is the consumer division of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York. Citibank provides credit cards, mortgages, personal loans, commercial loans, and lines of credit. Customer service: 0800 005500 CEO: Barbara J. Desoer (1 Apr 2014–) Headquarters: New York City, New York, United States Parent organization: Citigroup Founded: 16 June 1812, New York City, New York, United States Subsidiaries: Citibank India, CitiMortgage Inc, Citibank Vietnam,
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Citibank, NA Employees
Center for Creative Leadership February 2014 - Present
Grok Consulting Hudnut & Labayen GbR January 2003 - February 2014
Center for Creative Leadership 2005 - January 2014
Siemens AG 1999 - 2002
Future Electronics 1993 - 1996
Citibank NA 1983 - 1987
Skills
Leadership Development, Team Leadership, Team Building, Executive Coaching, Intercultural..., Intercultural Training, Intercultural Relations, Organizational..., Organizational..., Recruiting, Coaching, Change Management, Team Coach Training, Executive Team Coaching, Personal Development, Intercultural Skills, Culture Change, Management Development, Workshop Facilitation, 360 Feedback, Management, Leadership, Workplace Big Five..., Organizational Change, Career Development, Training, Strategy, Public Speaking, MBTI, Executive Development, Emotional Intelligence, Conflict Resolution, Succession Planning, Business Coaching, Action Learning
Education
Columbia University 1989 — 1991
MIA, International Business, International Relations
Fielding Graduate University 2011 — 2011
Team Coaching Certificate (CCE units awarded), Organizational Leadership
University of California, Berkeley 1977 — 1981
BA, Economics and Political Science
ALIA Institute Authentic Leadership in Action
Leadership
GE November 1993 - Present
Citibank NA November 1988 - November 1993
Merrill Lynch & Co. August 1987 - November 1988
KPMG US March 1986 - August 1987
New York City Department of Finance July 1983 - March 1986
Skills
C.P.A., Certified Public..., Auditing, Tax, Tax Accounting, Tax Research, Management, Sarbanes-Oxley Act, Financial Analysis, Accounting, Corporate Tax, Financial Reporting, Due Diligence, CPA, Finance, State Tax, Financial Modeling, Internal Controls, Tax Advisory, US GAAP
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor Of Science, Accounting
Fiserv March 2015 - Present
Primerica January 2009 - March 2015
Primerica February 2007 - January 2009
Citibank, NA February 2005 - November 2006
Citibanking Technology Solutions Group February 2000 - February 2005
Skills
Microsoft Exchange, Microsoft SQL Server, Active Directory, Windows Server, Data Center, System Administration, Servers, Technical Support, Unix, Microsoft Office, MCSE 2003, Business Analysis, Powershell, SQL, Novell Netware, Physics, Microsoft Certified..., MCSA, RightFax, DLP, Security, McAfee Vulnerability..., eDirectory, Astronomy, Mathematics, Statistics, JavaScript, Troubleshooting
Education
Kennesaw State University 2009 — 2016
Integrative Studies
Georgia State University 2011 — 2014
Physics
Borough of Manhattan Community College 2003 — 2005
AA, Business Administration
TD March 2015 - Present
TD June 2014 - March 2015
CITIBANK NA October 2012 - May 2014
Enterprise Rent-A-Car August 2011 - October 2012
Rastelli's Market Fresh January 2005 - July 2011
Skills
Microsoft Office, Retail, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Inventory Management, Sales, Strategic Planning, Customer Service, Customer Satisfaction, Banking, Coaching
Education
Wesley College 2008 — 2011
Bachelor's degree, International Business/Business Management, 3.58
Albright College 2007 — 2008
West Deptford High School
ANZ Banking Group February 2010 - May 2015
Morgan Stanley August 2007 - June 2010
Morgan Stanley February 2006 - June 2010
Morgan Stanley February 2006 - August 2007
HSBC Securities April 2003 - February 2006
Executive Corporate Staffing August 2002 - April 2003
Citibank NA October 1998 - February 2002
Skills
Spreadsheets, Microsoft Word, PowerPoint, Administrative..., Microsoft Excel
Education
Middlesex County College 2014 — 2016
NA, Business Administration
Borough of Manhattan Community College
Castle Group August 2015 - Present
Eventi Wedding Planners, LLC November 2014 - Present
Self Employed November 2013 - Present
Castle Group July 2014 - August 2015
Castle Group 2014 - 2014
Citibank NA November 2011 - November 2013
Tenant Evaluation LLC December 2010 - December 2011
Tenant Evaluation LLC July 2010 - December 2011
Luxury Resorts February 2009 - July 2010
Skills
Customer Service, Team Building, Microsoft Office, Sales Management, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Sales, Customer Satisfaction, Spanish, Strategic Planning, Negotiation, Physical Security, Security Management, Security, Security Operations, Executive Protection, Research
Education
Florida International University 2010 — 2014
Bachelor's degree, Business Administration, Management and Finance
Broward Community College 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Citi June 2013 - Present
Citibank N.A August 2011 - April 2014
Charming Charlie October 2010 - August 2011
Victoria Secret October 2008 - January 2011
Skills
Organizational..., Supervisory Skills, Microsoft Office, Eclipse, Concierge Services, Merchandising, Reports, G/L Reconciliations, Transaction Processing, Transactional Banking, Auditing, Sales, Sales Operations, Customer Engagement, Phone Etiquette, Internet Banking, Branch Banking, Communication, Compliance, Records Management, Data Entry
Education
Career Point College 2012 — 2013
Associate's degree, Accounting and Business/Management
Career Point College
Associates of Accounting Technology, Business Management
Technology Finance Consulting November 2009 - May 2010
Cisco July 2008 - December 2009
Cisco July 2007 - July 2008
Oracle Corporation January 2000 - July 2007
Citibank NA May 1992 - December 1999
Skills
Mobile Communications, Mobile Technology, Strategy, Channel, Go-to-market Strategy, CRM, Business Planning, Financial Analysis, Integration, Mergers & Acquisitions, Mobile Devices, Sales, Finance, Executive Management, Contract Negotiation, SaaS, Salesforce.com, Account Management
Education
California State University-Hayward 1993 — 1995
MA
Center for Talent Innovation; Hewlett Consulting Partners April 2013 - Present
Imaginal Labs January 2013 - Present
Heathcare Businesswomen's Association May 2012 - 2013
Ernst & Young December 1991 - December 2012
Ernst & Young August 1991 - December 2012
Campeau Corporation 1989 - 1990
First Boston Corporation 1987 - 1988
Citibank, NA 1977 - 1987
Trade and Economic Council 1976 - 1976
United States Information Agency 1974 - 1975
Skills
Strategic Leadership, Organizational..., Visionary Thinking, Thought Leadership, Executive Visibility, Women Leaders, Acquisition Integration, Mergers, Corporate Finance, Innovation Management, Innovation Consulting, Strategic Partnerships, Competitive Analysis, Mergers & Acquisitions, Change Management, Entrepreneurship, Leadership, Management Consulting, Start-ups, Venture Capital, Strategy, Business Planning, Strategic Planning, Business Strategy, Strategic Thinking, Strategic Consulting, Finance, Cross-functional Team..., Business Development, Pharmaceutical Industry, Management, Due Diligence, Corporate Development, Business Transformation, Business Process..., Analytics, Executive Management, Consulting, Restructuring, Executive Coaching, Performance Improvement, Organizational Design, Program Management
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, International Finance
Georgetown University 1970 — 1974
BS, Russian, Business, Phi Beta Kappa; Magna Cum Laude
Citi October 2014 - Present
American Express April 2007 - September 2014
Citibank NA July 2005 - April 2007
Macy's Herald Square February 2001 - July 2006
New York City Board of Education September 1997 - September 2005
Skills
Customer Service, Banking, Bank Secrecy Act, AML, Outstanding..., Operating Systems, Corporate Communications, KYC, Compliance, Foreign Currency, Cross Selling, Salesforce.com, Sales, Retail Banking, Time Management, onboarding precedures, Employee Training, Cross-functional Team..., Payments, Relationship Management, Loans, Credit Cards, Management, Finance, Analysis, Anti Money Laundering
Education
The City College of New York 2012 — 2015
Business Communications, Marketing & Public Relations., 3.5 GPA
Borough of Manhattan Community College
Associates Degree, Liberal Arts
Chase July 2015 - Present
Maxim Group March 2014 - May 2015
Citibank N.A October 2008 - February 2014
MetLife December 2007 - September 2008
Skills
Banking, Customer Service, Microsoft Office, Series 7, Data Entry, Series 63
Education
Baruch College 2009 — 2014
Bachelor of Science (BS), Economics
Laguardia Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration
Citibank, NA January 2014 - Present
Citibank, NA November 2009 - November 2013
MetLife June 2008 - November 2009
Skills
Mortgage Lending, FHA, Loans, Refinance, Investments, Mortgage Banking, Real Estate, Selling, Sales, Coaching, Loan Origination, First Time Home Buyers, Business Development, Negotiation, Sales Management, Training, Banking, Credit, Residential Mortgages
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2002
Forensic Psychology, 3.97 GPA
Non-Profit Organizations May 2005 - Present
Alpha North America March 2001 - April 2005
Citibank, NA June 1988 - May 1999
Fidelity Investments January 1987 - January 1988
Citibank, NA September 1982 - December 1986
General Foods Corporation (now Kraft Foods) July 1977 - August 1982
Skills
Exceptional People..., Board Relations, Strategic Planning, Marketing Communications, Project Management, Result Oriented, Analytical Skills, Public Speaking, Product Management, Cross-functional Team..., Enthusiastic...
Education
Columbia Business School 1973 — 1975
Master of Business Administration (MBA), Marketing, International Business
Barnard College 1969 — 1973
Bachelor's degree, Economics
Boston Advisors, LLC May 2002 - Present
Babson-United Inc August 2000 - May 2002
Charles Schwab & Co., Inc. October 1998 - July 2000
Charles Schwab & Co., Inc. September 1989 - October 1998
Prudential Bache Securities Inc. April 1984 - September 1989
A.G. Becker-Paribas Inc. October 1982 - April 1984
Citibank NA February 1980 - July 1981
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Leadership, Team Leadership, Customer Service, Investments, Retirement Planning, Income Planning
Education
College of Financial Planning 1984 — 1986
Certified Financial Planner Designation, CFP
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Columbia College (NY) 1969 — 1973
BA, History
Citi Private Bank March 2014 - Present
Citibank North America June 2010 - March 2014
Citibank, NA October 2008 - July 2010
Citibank May 2006 - October 2008
Citibank August 2001 - May 2006
Citibank December 1999 - August 2001
Skills
Sales, Mortgage Lending, Management, Retail Banking, Banking, Leadership, Retail, Portfolio Management, Risk Management, Credit, Finance, Relationship Management, Financial Services, CRM, Process Improvement, Coaching, Commercial Banking, Residential Mortgages, Loans, Mortgage Banking, Financial Risk, Credit Cards, Cross Selling, Credit Analysis, Consumer Lending, Loan Origination, Credit Risk, Commercial Lending, Wealth Management, Private Banking, Small Business Lending, Cash Management, Lines Of Credit, Operational Risk, Commercial Mortgages
Education
Adelphi University 1997 — 2000
MBA, Organizational Change & Leadership
University of Scranton 1983 — 1987
BS, Marketing
Sasha Primak March 1993 - Present
Citibank NA January 1982 - February 1993
Education
Polytechnic University 1983 — 1985
MS - Management, Computer and Information Sciences, General
Brooklyn College 1978 — 1981
Bachelor of Science (BS), Computer Science
Citibank, NA November 2014 - Present
Bank of the West January 2014 - October 2014
Bank of the West February 2006 - October 2014
US Bank January 2004 - January 2006
Washington Mutual Mortgage 2002 - 2004
Bank of the West 1992 - 2003
Skills
Mortgage Banking, Mortgage Lending, Sales, Loans, Referrals, Loan Origination, Credit Analysis, Residential Mortgages, Management, Portfolio Management, Credit, Refinance, FHA, Banking, Commercial Banking, Team Leadership, Commercial Lending, Commercial Mortgages, Recruiting, Small Business Lending, Underwriting, Consumer Lending
Education
Cabrillo College 1983 — 1985
Real Estate Finance
MTA NYCT September 2014 - Present
MTA NYCT November 2011 - September 2014
Bank Danamon Indonesia January 2004 - October 2005
Citibank NA November 2002 - December 2003
Skills
Strategic Planning, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Management, Financial Reporting, Financial Modeling, Financial Analysis, Financial Accounting, Finance, Data Analysis, Customer Service, Corporate Finance, Budgets, Analysis, Accounting, Access, Public Speaking
Education
Keller Graduate School of Management of DeVry University, NY 2011 — 2014
Accounting and Finance
Universitas Katolik Indonesia Atma Jaya
Bachelor of Education (B.Ed.), English Language and Literature, General
Citibank NA May 2006 - Present
Bank of New York February 2002 - May 2006
Chase Manhattan Bank May 1996 - October 2000
Citicorp June 1994 - May 1996
Skills
Customer Service, Finance, Cross Selling, Branch Banking, Banking, Retail Banking, Credit, Loans, Risk Management, Credit Cards, Consumer Lending, Financial Risk, CRM, Customer Experience, Customer Satisfaction, Microsoft Excel, Policy, Sales, Security
Education
Thomas Edison State College
William Paterson University
Bergen Community College
Associates Degree, Business
Pace University
Cathedral High School
Citibank NA March 2009 - Present
Skills
Private Banking, Wealth Management, Banking, Credit, Risk Management, Finance, Restructuring, Business Strategy, Process Improvement, Team Leadership, Change Management, Product Development
Education
Barry University
Bachelor of Science (BS), Business Administration and Management, General
Citibank, NA 2008 - 2014
Citibank, NA 2004 - 2008
Consultant Agency, New York, NY 2001 - 2004
BEAR STEARNS SECURITIES CORP 1998 - 2001
Consultant Agency, New York, NY 1997 - 1998
SWISS BANK CORPORATION 1996 - 1997
Skills
Equities, Capital Markets, Portfolio Management, Fixed Income, Banking, Credit, Financial Risk, Analysis, Financial Services, Retail Banking, Credit Risk, Management, Process Improvement, Financial Analysis, Finance, Risk Management
Education
City University of New York-Baruch College
Bachelor, Business Administration; Finance
Sykes Educational Consulting July 2006 - Present
Sykes Educational Consulting 2005 - Present
Convent of the Sacred Heart, Greenwich, CT October 2006 - July 2013
School of the Holy Child, Rye NY 2001 - 2007
Rye Neck High School July 1998 - June 2001
Greenwich Academy August 1995 - June 1997
Citibank, NA July 1975 - June 1985
Skills
Admissions, Higher Education, Teaching, Educational Leadership, Student Counseling, Student Financial Aid, Fundraising, Curriculum Design, Curriculum Development, Program Development, Career Counseling, Staff Development, Tutoring, Instructional Design
Education
Columbia University - Columbia Business School
MBA
Harvard Summer Institute on College Admissions
Mount Holyoke College
BA, French, Political Science
Westchester Campus-Long Island University
MSEd, School Counseling
G4S Secure Solutions (USA) Inc. 2011 - Present
DATALOGIC INC May 1997 - Present
ELECTRONIC DATA SYSTEMS October 1994 - April 1997
Citibank, NA 1992 - 1994
Barclays Bank 1990 - 1992
ELECTRONIC DATA SYSTEMS January 1989 - October 1990
Systematics Inc 1982 - 1989
BancTexas Services July 1982 - March 1985
AMERICN NATIONAL BANK November 1981 - June 1982
Aetna Data Processing 1976 - 1981
Skills
Asset Protection, Close Protection, Management, Corporate Security, Program Management, Supervisory Skills, Project Management, Security Operations, Project Planning, Access, CCTV, Customer Service, Access Control
Education
Dallas Baptist University
Computer Software Management
Dallas Baptist University
IT, Management
G4S Wackenhut
Security and Management
Moody Bible Institute
Pastorial
Shikellamy High School
Citibank N/A November 2008 - Present
Citibank N/A April 2007 - Present
Afni Inc August 2003 - April 2007
American Bond Group March 1991 - April 1992
Education
University of Arizona 2006 — 2008
Business/Finance, Business/ Finance
Universidade Santa Úrsula 1985 — 1989
Business Amninistration, Finance
Wells Fargo (contract employee) August 2014 - December 2014
Citibank NA July 2013 - January 2014
A.G. Sieben & Associates, Inc. February 2012 - June 2013
Guardian Life Insurance March 1994 - January 2012
Skills
Proofreading, Administrative..., Data Entry, Fax, Lotus Notes, Spreadsheets, File Management, Outlook, Customer Service, Insurance, Office Management, Employee Benefits, Benefits Administration, Invoicing
Education
Colby Sawyer College 1976 — 1978
Associates, Secretarial Science
Citi Personal Wealth Management February 2014 - Present
Citibank, NA May 2012 - February 2014
HSBC Securities April 2007 - April 2012
Prudential Financial January 1989 - April 2007
Skills
Mutual Funds, Managed Accounts, Insurance Planning, Investments, Estate Planning, Business Development, Wealth Management, Qualified Retirement..., Retirement Planning, Project Management, Engineering Change..., Wealth, Credit, Wealth Management..., Mortgage Lending, Recruiting, Relationship Management, High Net Worth..., Commercial Banking, Financial Planners, Alternative Investments, Leadership, Strategic Financial..., Series 7, Insurance, Managing Accounts, Financial Advisory, Management, Banking, Financial Services, FINRA, Securities, Retirement, Investment Advisory, Asset Allocation, Series 65, Investment Strategies, IRAs, Finance, Bonds, 401k, Series 24, CRM, Private Banking, Asset Management, Loans, Equities, ETFs, Variable Annuities, Portfolio Management
Education
Brooklyn College 1985 — 1989
Bachelor of Science (BS), Busienss, Management and Finance
Independent Consultant September 2012 - Present
Pragma Securities September 2010 - September 2012
ConvergEx Global Markets 1999 - September 2010
Citibank, NA March 1997 - October 1999
Skills
Business Relationship..., Electronic Trading, Trading Systems, Equity Trading, Equities, Financial Markets, Market Data, Trading, Series 7, Series 63, Options, Securities, Series 24, Hedge Funds, Bloomberg, Project Management, FINRA, Back Office
Education
Baruch College, City University of New York (CUNY)
BA, Economics
Lucky Brand November 2012 - Present
Affliction Clothing February 2009 - July 2012
Citibank NA January 2004 - April 2008
Skills
Forecasting, Project Management, Strategic Financial..., Customer Service, Market Analysis, Relationship Management, Training, Real Estate, Supply Chain, Licensing, Credit Analysis, Strategic Planning, Pricing, Strategy, Banking, Fashion, Retail, Inventory Management, CRM, Apparel, Negotiation, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Masters, Business Administration
Pepperdine University School of Law 2007 — 2009
Certificate, Dispute Resolution
California State University-Northridge 1999 — 2004
Bachelor of Arts, History
California State Board of Equalization September 2014 - Present
Kerrie M Chan CPA January 2011 - August 2014
Philip L. Chan CPA January 2013 - August 2013
Citibank NA March 2009 - July 2010
LA COUNTY CHILD SUPPORT SERVICES December 2007 - July 2008
Tapioca Express July 2007 - September 2007
Whittier Narrows Golf Course November 2006 - July 2007
99 Cent Store August 2005 - January 2006
Education
California State University-Los Angeles 2006 — 2011
Bachelor of Science in Administration, Option in Accounting, GPA: 2.80
San Gabriel High School 2002 — 2006
High school diploma
Cetera Advisor Networks May 2005 - Present
Cetera Advisor Networks March 2005 - Present
Debanyfinancial Group, LLC Registered Investment Advisor March 2004 - Present
Cetera Advisor Networks April 1992 - Present
Citibank, NA December 1976 - April 1992
Education
City University of New York-John Jay College of Criminal Justice 1972 — 1976
B.S., Criminal Justice, Police Science
Citigroup Global Markets Inc. July 2014 - Present
Citibank NA July 2004 - July 2014
CRISIL July 2002 - February 2004
Design Approach July 2000 - May 2002
MAHESH C. MATHUR & CO January 1997 - January 2000
Skills
Finance, Equity Valuation, Analytics, Risk Management, Financial Analysis, Portfolio Management, Investment Banking, Accounting, Capital Markets, Credit Risk, Valuation, Mutual Funds, Analysis, Loans, Equities, Financial Risk, Corporate Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
The Institute of Chartered Accountants of India 1997 — 2002
Chartered Accountant
MUMBAI UNIVERSITY 1994 — 1997
Bachelor of Commerce, Financial Accounting & Auditing
JPMorgan Chase November 2013 - Present
JP Morgan Chase N.A. 2013 - Present
Citibank, NA April 2012 - November 2013
DE Capital Mortgage, an Affiliate of Wells Fargo Home Mortgage October 2009 - March 2012
Preferred Empire Mortgage Company 2003 - 2009
Skills
Mortgage Lending, Mortgage, Refinance, Mortgage Banking, Residential Mortgages, Cooperative, Loans, Loan Origination, Conventional, Purchase, Condos, First Time Home Buyers, Real Estate, Home, Residential, Referrals, Customer Relations, Underwriting, Mortgage Industry, Investment Properties, Residential Homes
Education
Cornell University
BSc., Biochemistry
University of Colorado at Boulder
PhD
CBRE 2014 - Present
Columbia University Medical Center 2011 - 2013
Continuum Health Partners 2006 - 2010
The Museum of Modern Art 2000 - 2005
Cornell University Medical College 1998 - 2000
New York University Medical Center 1992 - 1998
Citibank, NA 1987 - 1991
Skills
Contract Negotiations, Troubleshooting, Construction Management, Construction, Budgets, Contract Negotiation, Leadership, Team Building, Facilities Management, Project Planning, Change Management, Operations Management, Process Scheduler, Contract Management, Project Management, Customer Service, Strategic Planning, Management, Healthcare, Pre-construction, Renovation, Vendor Management, LEED, Microsoft Office, Program Management, Purchasing, Negotiation, Analysis, Supervisory Skills, Microsoft Excel, Process Improvement, MS Project, Hospitals, Value Engineering, Proposal Writing, Procurement, Human Resources, LEED AP, Project Coordination, Security, Submittals, HVAC, Risk Management, Change Orders, Software Documentation, Green Building, Cost Control, Project Bidding, CPM Scheduling, Policy
Education
City University of New York-Brooklyn College 1974 — 1979
BS, Accounting
NYU School of Professional Studies
Facilities/Construction
Robert Half Management Resources (RHMR) July 2013 - June 2014
Robert Half Management Resources (RHMR) July 2013 - June 2014
Consumer Financial Protection Bureau August 2011 - June 2013
Federal Deposit Insurance Corporation May 2009 - August 2011
Wells Fargo Home Mortgage March 2002 - August 2002
Citibank, NA 1999 - 2000
Bank of New York/ Mellon Bank 1987 - 1989
JP Morgan Chase 1985 - 1987
Wells Fargo Bank 1979 - 1985
Bank of America 1975 - 1979
Skills
Mortgage Lending, Loans, Credit, Loan Servicing, Underwriting, Residential Mortgages, Mortgage Banking, Loan Origination, Credit Analysis, Commercial Banking, Commercial Lending, Consumer Lending, Risk Management, Loss Mitigation, Financial Institutions, Refinance, Financial Risk, Due Diligence, Mortgage Servicing, Credit Risk, Securities, AML, Management, Funding, Financial Services, Asset Management, Commercial Mortgages, Financial Analysis, OFAC, Operational Risk, Finance, FHA, Bank Secrecy Act, Securitization, Small Business Lending, Executive Management, Financial Regulation, Structured Finance, Mortgage Underwriting, Cash Management, Relationship Management, Real Estate Economics, Capital Markets, Fraud, Retail Banking, Operational Risk..., Valuation, Bank Regulatory..., FNMA/FHLMC Mortgage..., Residential Real Estate...
Education
Alcorn State University
Bachelors, Business Administration
University of Southern California
Business Administration
RobertHalf Accountemps/Bernard L Samson Nursing & Rehabilitation Center November 2014 - Present
BROOKLYN CENTER FOR PSYCHOTHERAPY, INC October 1995 - August 2014
HUMAN RESOURCES ADMIN, OFFICE of PERSONNEL SERVICES July 1994 - September 1995
CITIBANK, NA October 1992 - June 1994
Skills
HIPPA Compliance,..., Medicare Billing..., Deadline-driven, Good..., Analysis, Customer Service, Finance, Medical Billing, Accounting, HIPAA, Insurance, Health Insurance, Payments, Medicare, Payroll, Policy, Claim, Managed Care, Medicaid, Healthcare, Collections
Education
CUNY Medgar Evers College 1996 — 1998
Business Administration and Management, General
Royal Business School 1988 — 1989
Certificate Program, Business Administration
School of the Humanities 1988 — 1988
High School Diploma
ALMA BANK September 2015 - Present
ALMA BANK July 2013 - June 2015
Investors Bank April 2012 - June 2013
Citi June 2011 - April 2012
Omonia Café June 2005 - October 2010
Citibank NA May 2004 - June 2005
Skills
Banking, Loans, Commercial Lending, Credit, Finance, Credit Analysis, Microsoft Excel, Commercial Banking, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Cognos, Retail Banking, Portfolio Management, Relationship Management, Cash Management, Branch Banking, Financial Reporting, Training, Mortgage Lending
Education
Borough of Manhattan Community College
Computer Science
College of Staten Island
Economics
Edison Capital Partners May 2005 - Present
Edison Advisors, LLC September 2002 - Present
Lion & Lamm Capital,LLC 1992 - 2001
Drexel Burnham Lambert 1989 - 1991
Citibank, NA 1983 - 1989
Skills
Investment Banking, Private Equity, Financial Analysis, Restructuring, Entrepreneurship, Venture Capital, Due Diligence, Mergers & Acquisitions, Business Planning, Financial Advisory, Business Valuation, Valuation, Investments, Corporate Finance, Financial Modeling, Executive Management, Asset Management
Education
Columbia University - School of International and Public Affairs 1982 — 1983
MIA, Finance & Accounting
Bowdoin College 1973 — 1977
AB, Romance Languages, Economics
Organization of American States 1999 - 2012
Citibank NA October 1995 - October 1999
Skills
Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Internal Controls, Auditing, Managerial Finance, Internal Audit, Accounts Payable, GAAP, Bookkeeping, Finance, Analysis, Banking
Education
University of Virginia 1989 — 1991
Non- Degree courses, Auditing, Accounting, Taxation
Baruch College 1977 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Investments
EWM Realty International May 2013 - Present
Rialto Capital Management June 2009 - June 2013
PCCG Consulting Corp June 2006 - December 2010
LNR Property Corporation June 2001 - June 2005
HSBC Securities - New York November 1998 - October 2000
Investment Banking; Emerging Markets Debt Trading July 1996 - February 2000
Citibank NA June 1991 - February 1995
Skills
Real Estate, Commercial Real Estate, Valuation, Investment Analysis, Financial Analysis, Finance, Private Equity, Real Estate Transactions, Investors, Management, Life, REO, Real Estate Development, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance major
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
Bachelor of Science, Finance major
International Food Policy Research Institute (IFPRI) August 2014 - Present
FHI 360 September 2013 - August 2014
University Research Co., LLC-Center for Human Services August 2011 - September 2013
International Federation of Red Cross and Red Crescent Societies March 2010 - August 2011
IUCN (International Union for the Conservation of Nature) October 2009 - January 2010
Global Alliance for Improved Nutrition October 2008 - September 2009
Save the Children November 2001 - September 2008
USAID/Office of Food for Peace (FFP) February 1992 - October 2001
Catholic Relief Services May 1995 - October 1996
Citibank, NA June 1989 - February 1992
Skills
Proposal Writing, NGOs, Program Development, Capacity Building, Program Management, Grant Writing, Grants, Policy, Nonprofits, Food Security, Civil Society, Government, Workshop Facilitation, Training, Strategic Planning, Strategy, Leadership, Social Entrepreneurship, Project Planning, International..., Analysis, Management, Climate Change, Nutritional Analysis, African Development, Partnerships, Research, Public Policy
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs, Economic & Political Development
Boston University
Bachelor of Science, Business Administration, International Management
University of Wales, Bangor
Coursework - 1 year, Forestry
Miami Music Project September 2012 - Present
Wells Fargo October 2010 - Present
HBS Club of S. Florida 1984 - Present
Northern Trust March 1991 - October 2010
Deleted 2007 - 2007
CFA Miami 1992 - July 2002
citibank, NA 1974 - 1979
Skills
High Net Worth..., Portfolio Management, Wealth Management, Fixed Income, Asset Management, Equities, Asset Allocation, Private Wealth..., Investment Management, Asset Managment, Alternative Investments, Wealth Management..., Investments, Hedge Funds, Retirement Planning, Bonds, Derivatives, Securities, Investment Strategies, Investment Advisory, Strategic Financial..., Mutual Funds, Private Banking, Series 7, Wealth, Valuation, Equity Research, Financial Advisory, Series 63, ETFs, Financial Markets, Financial Planning
Education
Harvard Business School 1972 — 1974
MBA, Finance
The Johns Hopkins University 1969 — 1971
MS, Electrical Engineering
Carnegie Mellon University
BS, Electrical Engineering
Home SalespersonHoulihan LawrenceJanuary 2010 - January 2012
Freelance March 2009 - March 2010
Miracle League of Westchester 2008 - 2008
Prudential Equity Group, LLC January 2001 - August 2007
Prudential Financial January 2001 - June 2005
Citibank NA January 1999 - January 2000
Education
Institute of Transpersonal Psychology 2007 — 2009
Graduate Psychology
Pace University 2007 — 2008
Graduate Psychology
Columbia University - Columbia Business School 1999 — 2000
Economics
Iona College 1997 — 2000
Bachelor of Sciences, Economics, Finance, Business, Marketing
Citibank, NA October 2001 - Present
Citibank October 2001 - February 2010
NORTHERN HOME FUNDING, INC February 2001 - October 2001
Summit Bank January 1998 - February 2001
Education
Binghamton University 1976 — 1979
B.S, Management
Hannah Brokerage Company 2006 - Present
The Law Offices of Tamara Hannah May 1996 - Present
ONE Sotheby's International Realty 2013 - 2015
Belongia Shapiro & Franklin January 2012 - January 2013
MoveScience January 2010 - 2012
Kopley Partners LLC 2010 - 2010
SEI Information Technology, Inc. January 1994 - January 1996
Citibank NA January 1990 - January 1992
Citibank National Marketing Division January 1984 - January 1992
Citicorp Savings of Illinois January 1988 - January 1990
Skills
Real Estate Negotiation, Real Estate Broker, Commercial Real Estate, Real Estate Transactions, Legal Documentation, Legal Services, Contract Management, Product Management, Corporate Law, Entertainment Law, Contract Negotiation, Social Media Marketing, Property Management, Legal Assistance, Real Estate, Loans, Mediation, Finance, Leases, Training, Estate Planning, Intellectual Property, Bankruptcy, Licensing, Commercial Litigation, Joint Ventures, Negotiation, Legal Issues, Due Diligence, Arbitration
Education
Illinois Institute of Technology/ Chicago Kent College of Law 1981 — 1984
J.D, Corporate, International and Arts Law
Colby College 1976 — 1980
B.A. Degree, Combined French and European History
Spent Junior Year at the University of Caen 1978 — 1979
Bachelor's degree, french + european history
Baxter International Inc. May 2015 - Present
Citigroup NA November 2000 - May 2015
Citigroup NA October 2008 - March 2011
citigroup January 2005 - October 2008
Citibank NA January 2003 - January 2005
Citigroup NA November 2000 - March 2003
Skills
Talent Management, Employee Engagement, Performance Management, Purchasing, Customer Service, Organizational Change, Business Change..., Leadership Development, Training & Development, Organizational..., Developing Talent, Data Analysis, Cost Analysis, Employee Relations, Internal Investigations, Metrics Analysis, Banking, Risk Management, Management, Succession Planning, Process Improvement, Leadership, Mergers & Acquisitions, Cost Benefit, Personnel Management, Change Management, Employee Benefits, Deferred Compensation, Program Management, CRM, Human Resources, Training, Talent Acquisition, Analysis, Employee Training
Education
Florida Atlantic University 2012 — 2012
Human resource Management
Universidade de Mogi das Cruzes 1975 — 1979
Bachelor, Civil Engineering
JEC - Jewish Educational Center August 2015 - Present
Kushner Academy September 2008 - June 2015
Far Hills Country Day School, Bernards Township, Livingston and Chatham Public Schools September 2001 - June 2008
Reeves Reed Arboretum 1997 - 2001
Citibank, NA 1979 - 1987
ITT Rayonier January 1977 - June 1979
Skills
Finance, Management, Strategic Planning, Financial Accounting, Staff Development, Public Speaking, Fundraising, Nonprofits, Community Outreach, Customer Service, Research, Editing, Program Development, General Ledger, Payroll, Financial Analysis, Leadership, Event Planning, Accounting, Budgets, Microsoft Office
Education
New York University 1974 — 1979
MBA, Finance
Cornell University 1969 — 1973
BS, Human Development and Family Studies
PennyMac 2013 - Present
PennyMac 2011 - 2013
PennyMac 2008 - 2011
Countrywide Bank 2002 - 2007
Countrywide Financial Corporation 1998 - 2002
Countrywide Financial Corporation 1993 - 1998
Citibank, NA 1988 - 1992
McKinsey & Company 1985 - 1988
Skills
Risk Management, Credit Risk Management, Regulatory Compliance, Change Management, Internal Audit, Product Development, Mortgage Securitization, Capital Formation, Mortgage Banking, Securitization, Commercial Banking, Management Consulting, Corporate Strategy, Financial Forecasting
Education
University of Southern California 1980 — 1981
MBA, Finance, General
Cal State Fullerton 1977 — 1979
Bachelor of Arts (BA), Finance, General
Allstate February 2015 - Present
Self Employed February 2008 - Present
Harley-Davidson of Cincinnati June 2011 - June 2014
Citibank NA 2006 - 2008
Verio 2002 - 2005
Skills
Insurance Claims, Carpentry, Inside Sales, Business Analysis, Networking, IT Management, Project Management, Insurance, Sales, Leadership, Customer Service, Marketing Strategy, Business Development, Management, Team Building, Account Management, Strategic Planning, Marketing, Sales Management
Education
Hondros College of Business 2015 — 2015
Certificate, Property and Casualty Insurance
Cincinnati State Technical and Community College 2000 — 2002
assoc, network administration
Mount Sinai Hospital March 2015 - Present
Citibank N.A April 2013 - March 2015
Daffy's 2009 - 2012
Skills
Customer Service, Banking, Credit, Retail, Finance, Retail Banking, Sales, Financial Analysis, Microsoft Office, Financial Services, Loss Prevention, Microsoft Excel, Accounting, Data Analysis, Microsoft Word, Access, Management, Public Speaking
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investments
Northwest Connecticut Opportunity Fund August 2013 - Present
Credit Suisse June 1987 - December 2011
Citibank NA November 1985 - June 1987
Skills
Product Control, Corporate Treasury, Change Management, Hedge Funds, Structured Products, Fixed Income, Treasury Management, Investment Banking, Credit Derivatives, FX Options, Derivatives, Banking, Equities, Swaps, Trading, Middle Office, Capital Markets, Private Equity, Trading Systems, Financial Markets, Portfolio Management, Bloomberg, Hedging, Risk Management, Financial Modeling, Market Risk, Financial Structuring, Asset Managment, Valuation, Investments, Financial Risk, CDS, Emerging Markets, Electronic Trading, Operational Risk, Interest Rate..., Securitization, Equity Derivatives, Credit Risk, Fund Of Funds, Structured Finance, Back Office, Bonds, Corporate Finance, Prime Brokerage, Commodity, Securities Lending, Options, Alternative Investments, Private Banking
Education
NYU Stern School of Business 1989 — 1993
MBA, International Economics
Dartmouth College 1981 — 1985
AB, Economics
HelloMed May 2014 - Present
Citibank NA December 2010 - November 2013
Northwest Airlines April 2007 - November 2010
Speedmark Transportation September 1994 - May 1997
Skills
Global Delivery, Customer Service, Customer Relations, Cultural Awareness, Global Logistics, Situation Management, Crisis Management, Problem Solving, Marketing Strategy, Customer Satisfaction, Crisis Communications, Logistics, Time Management, Forecasting, Process Improvement, Management, Sales, Microsoft Office, Strategic Planning, Team Building, Training
Education
Washtenaw Community College 2002 — 2003
certificate, marketing and sales
Chinese Culture University 1986 — 1989
BA, Drama and Cinema
Santander Bank April 2013 - Present
Citibank, NA April 2011 - April 2013
PNC BANK April 2009 - April 2011
Citibank, NA May 2005 - April 2009
Citibank, NA January 2005 - May 2005
Citibank, NA November 2002 - January 2005
Skills
Banking, CRM, Credit, Financial Services, Retail Banking, New Business Development, Sales, Coaching, Cross Selling, Relationship Management, Loans, Small Business Lending, Branch Banking, Insurance, Consumer Lending, Lines Of Credit, Branch Management, Cash Management, Loan Origination, Credit Cards, Series 7
Education
Brandeis University
Bachelor of Arts (B.A.), Economics / Business and Managerial Economics
The American College
ChFC Professional Designation
Prudential Borrowing March 2015 - Present
Citibank, NA 2012 - March 2015
Capital One Home Loans 2011 - 2012
JPMorgan Chase & Co. 2010 - 2011
Nationwide Equities Corporation 2008 - 2010
Shaw Mortgage Group, LLC 2006 - 2008
Fairfield Financial Mortgage Group Inc. 2005 - 2006
Vantage Mortgage, LLC 2003 - 2005
Skills
Customer Service, Banking, Microsoft Excel, Financial Modeling, Risk Management, Microsoft Office, Accounting, Project Management, Strategic Planning, Investments, Mortgage Servicing, Investment Strategies, Loans, Mortgage Lending, Real Estate, Investment Properties, Refinance, Credit, Finance, FHA, First Time Home Buyers
Education
City University of New York-Baruch College 2001 — 2005
Zicklin School of Business- International Marketing
Rabobank May 2012 - Present
Citibank NA March 2004 - January 2012
Bank of America 2000 - 2004
Skills
Consumer Lending, Commercial Banking, Small Business Lending, Banking Operations, Retail Banking, Deposits, Loans, Commercial Lending, Credit, Mortgage, Mortgage Lending, Banking, Private Banking, Loan Origination, AML, Commercial Mortgages, Refinance, Insurance, Small Business, P&L Management, Compliance, Full-cycle Recruiting, Finance, Financial Services, Portfolio Management, Cross Selling, Core Banking, Credit Analysis, Relationship Management, Lines Of Credit, Leadership, Credit Risk, Branch Banking, Mortgage Banking, Branch Management, Internet Banking, Cash Management, Credit Cards, Underwriting, Wealth Management, Financial Risk, SBA, Residential Mortgages, Bank Secrecy Act, Home Equity Loans, KYC, NMLS Licensed, Risk Management, Treasury Management, Operational Risk...
Education
Merced College 1985 — 1987
Associate's Degree, General Studies
California State University-Fresno
First County Bank February 2015 - Present
First Niagara Bank May 2012 - December 2014
HSBC January 2007 - May 2012
Citibank NA 1983 - 1993
Skills
Banking, Credit, Loans, Portfolio Management, Commercial Banking, Mortgage Lending, Credit Analysis, Credit Risk, Financial Analysis, Wealth Management, Commercial Lending, Risk Management, Sales Management, Managing Change, Retail Banking, Insurance, Change Management, Commercial Mortgages, Cash Management, New Business Development, Strategic Partnerships, Investments, Team Leadership, Leadership, Team Management, Small Business, Underwriting, Small Business Lending, Relationship Management, Sales, Loan Origination, Consumer Lending
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance and International Business
Binghamton University
Bachelor of Arts (BA), Economics
Atlanta Public Schools May 2015 - Present
Atlanta Public Schools July 2014 - June 2015
Atlanta Public Schools August 2012 - July 2014
Dekalb County School System November 1994 - August 2012
Citibank, NA October 1987 - August 1994
Skills
Classroom, Curriculum Development, Teaching, Teacher Training, Leadership Development, Coaching, Training, Team Building, Editing, Adult Education, Curriculum Design, Educational Technology, Tutoring, Public Speaking, Workshop Facilitation, Career Development, Lesson Planning, Elementary Education, Classroom Management, Differentiated..., Staff Development, Educational Leadership, Instructional Design, Management, K-12, Education
Education
Lincoln Memorial University 2011 — 2012
Educational Specialist, Curriculum and Instruction
Central Michigan University 2006 — 2008
Master of Arts, Curriculum and Instruction
Clark Atlanta University 1988 — 1993
Bachelor of Arts, Early Childhood Education
Santander U.S.A. November 2011 - Present
Citibank, N November 2008 - November 2011
Citibank N.A August 2005 - November 2008
HSBC September 2001 - August 2005
Skills
Commercial Banking, Banking, Cash Management, Merchant Services, Loans, Credit Analysis, Portfolio Management, Financial Analysis, Retail Banking, Credit, Relationship Management, Small Business Lending, Leadership, Commercial Lending, Finance, Mutual Funds, Credit Risk, Consumer Lending, Private Banking, Lines Of Credit
Education
Arab Academy for Science, Technology and Maritime Transport 1996 — 2001
Grade, Finance
College Saint Marc 1983 — 1996
High School, French
Citibank NA January 2011 - Present
Citi January 2011 - Present
JPMorgan Chase December 2009 - January 2011
JPMorgan Chase April 2007 - December 2009
JPMorgan Chase April 2007 - November 2009
Citibank September 2006 - April 2007
American International Bank March 2006 - September 2006
American Business Development Center, Inc December 2003 - January 2006
Skills
Banking, Credit, Retail Banking, Portfolio Management, Series 63, Credit Cards, Relationship Management, Series 6, Loans, Consumer Lending, Series 7, Certified Financial..., life and health...
Education
Beijing Jiaotong University 2000 — 2004
BA, International Business
Queens College, CUNY (2004 - 2005)University of International Business and Economics, Beijing
Finance, General
TGI April 2013 - Present
NET / HDUSA March 1997 - March 2013
Centenary College January 2006 - December 2008
Citibank 1995 - 1997
Citibank NA 1995 - 1997
Skills
Supply Chain Management, Project Management, Consultative Selling, Well versed in middle..., Astute at cost savings..., Strategic Planning, Selling, Team Building, Management, Leadership, Program Management, Leadership Development, Customer Service, Marketing, Coaching, Training, Contract Negotiation, Operations Management, Negotiation, Process Improvement, Inventory Management, Account Management, Supply Chain, Banking
Education
Marist College 1989 — 1993
BA, Political Science
Centenary College 2004 — 2005
MBA, Business
Tata Consultancy Services April 2012 - Present
The Grow Network/McGraw-Hill October 2004 - January 2009
EPublic Bids Inc. January 2000 - January 2003
CIBC World Markets, Inc January 1998 - January 2000
Citibank, NA January 1992 - January 1997
Skills
Organizing, Coordinating, Follow-up, Travel Planning, Scheduling Meetings, Attention To Detail, Calendar Management, Expenses, Online Research, Outlook, Coordination, Calendaring, Program Management, Process Scheduler, Administrative..., Travel Arrangements, Leadership, Training, Management, Project Planning, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Business Correspondence, Following Up, Dependable Team Player, Organized self-starter
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
Masters Degree, Business Administration & Policy
State University of New York College at Oswego
Bachelors Degree, Business Administration
Morgan Stanley April 2005 - April 2006
Citibank, NA March 2000 - January 2005
Citibank, NA May 1995 - March 2000
Futon Center May 1994 - May 1997
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Bachelor of Business Administration Cum Laude, Finance and Investment
Macy's April 2008 - Present
Macy's East February 2007 - Present
T & D Designs Inc September 2000 - Present
Macys East Herald Square February 2007 - March 2008
Geek Squad of Best Buy June 2003 - June 2007
Geek Squad June 2003 - June 2007
Best Buy June 2003 - June 2007
Middlegate Securities Ltd November 2002 - November 2003
Citibank NA July 2001 - October 2002
Verizon Telephone Company, Inc June 2000 - June 2001
Skills
Access, Training, Management, Leadership, Time Management, Sales, Budgets, Customer Service, Microsoft Office, Networking, Outlook, Troubleshooting
Education
Laguardia Community College 2011 — 2012
Computer Networking Administration and Securities
City University of New York-Brooklyn College 1998 — 2001
Brooklyn College
Bachelor of Science, Early Childhood Development
Brooklyn College - City University of New York
Bachelor of Science, Computer Information Systems
City University of New york -York College 1996 — 1998
Computer Information Systems
Bank of America July 2011 - December 2013
Coface, North America January 2010 - June 2011
HSBC Bank, USA September 2009 - June 2010
JPMorgan Chase September 2006 - March 2008
Citibank, NA June 2004 - September 2006
JPMorgan Chase October 1998 - June 2004
Skills
Portfolio Management, Leadership, Business Development, Banking, Relationship Management, Wealth Management, Project Management, New Business Development, Cash Flow Management, Professional Networker, Financial Services, Financial Risk
Education
City University of New York-Herbert H. Lehman College 1995 — 1996
Deloitte Advisory LLP July 2012 - Present
Deloitte FAS LLP August 2009 - July 2012
Deloitte Financial Advisory Services LLP, New York City February 2007 - August 2009
Standard Chartered Bank November 2004 - March 2005
Citibank N.A October 2000 - September 2004
Skills
Financial Modeling, Valuation, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Investments, Corporate Finance, Cash Flow, Banking, Portfolio Management, Financial Reporting, Real Estate, Analysis, Private Equity, Leases, Management, Bloomberg, Mergers, Argus Modeling
Education
Harvard Business School Executive Education 2010 — 2011
Certificate in Management and Leadership sponsored by Deloitte
New York University 2010 — 2011
Real Estate Appraisal Courses
University of Rochester - Simon Business School 2005 — 2006
MBA, Finance
Cardiff University / Prifysgol Caerdydd 1999 — 2000
Ms, International Economics & Finance
Bangalore University 1996 — 1999
B.Com, Accounting and Finance
ISB - Bahrain 1984 — 1996
State of Nevada March 2014 - May 2015
Citibank, NA August 1986 - June 2013
Skills
Team Leadership, Process Management, Employee Training, Capacity Planning, Workflow Management, Problem Solving, Communication, Time Management, Quality Control, Timely Decision Making, People-oriented, Customer Service
Education
University of Nevada-Las Vegas
Bachelor of Arts (BA), Psychology
College of Southern Nevada
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Citibank NA May 2013 - Present
Human Resource Service Delivery June 2012 - December 2012
JPMorgan Chase November 1989 - December 2012
J.P. MORGAN CHASE & CO January 1989 - December 2012
JPMorgan Chase 1989 - December 2012
Chase Business Services January 2000 - January 2003
Chase Automotive Finance January 1995 - January 2000
American Express Company January 1987 - January 1989
Skills
Business Process..., Process Improvement, Cross-functional Team..., Change Management, Project Management, Management, Leadership, Software Documentation, Six Sigma, PMO, Project Planning, Financial Analysis
Education
Adelphi University
MBA, Finance & Marketing
Hofstra University
BA, Training
Citibank NA March 2010 - Present
K and K Associates, LLC August 2007 - March 2010
SunTrust Bank 2008 - 2009
Pfizer Pharmaceuticals 2007 - 2008
JPMorgan Chase May 2001 - July 2007
Lehman Brothers, Inc 1996 - 2001
JP Morgan April 1992 - April 1996
Skills
Business Continuity, Process Simulation, Infrastructure, System Administration, Vendor Management, ITIL, Management, Change Management, Outsourcing, Strategy, Project Portfolio..., Business Process..., Integration, Project Planning, PMO, MS Project, Leadership, Budgets, Process Improvement, SDLC, IT Strategy, Program Management, Telecommunications, Strategic Planning, Analysis, Management Consulting, Business Development, Project Delivery, Risk Management, IT Operations, Team Building, Analytics, Governance, Networking, IT Management, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
City University of New York City College 1973 — 1976
BA
Oppenheimer and Company March 2000 - Present
Hot Jobs.com January 2001 - January 2002
Citibank, NA January 1995 - December 2000
Skills
Databases, High Availability, ITIL, Cloud Computing, Disaster Recovery, Data Center, Infrastructure, Enterprise Architecture, Virtualization, SaaS, Solaris, Unix, IT Strategy, Server Architecture, Integration, Perl, Sybase, SDLC, VMware, Vendor Management, Systems Engineering, ITIL Certified, Data Warehousing, Software Project..., Process Improvement, Solution Architecture, Information Technology, Autosys, Incident Management, IT Operations, Sybase Adaptive Server, Unix Shell Scripting, Cluster, Service Desk, Storage, Servers, Clustering, CA Service Desk, Veritas Storage..., DevOps, Python, Amazon Web Services...
Education
Columbia University 1981 — 1984
Bachelor of Science (B.S.), Computer Science
PricewaterhouseCoopers July 2003 - Present
Citibank, NA September 1987 - June 1995
Skills
IT Audit, Enterprise Risk..., CISA, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Assurance, Business Process..., Governance, Sarbanes-Oxley, External Audit, Risk Management, Due Diligence, Business Process, COSO, SAS70, SEC filings
Education
NYU Stern School of Business 1990 — 1994
MBA, Information Systems & International Business
Dartmouth College 1984 — 1987
BA, Earth Sciences
Citibank Texas, N.A. May 2008 - Present
Citibank 2000 - Present
Citibank, NA 2008 - 2008
ABN AMRO May 2004 - November 2006
ABN AMRO Bank January 2004 - November 2006
CITIBANK May 2001 - April 2004
Education
Southern Methodist University 2010 — 2012
Master of Business Administration (MBA), Finance and Operations
Southern Methodist University 2009 — 2009
Business Intelligence Graduate Program, Analytics, Datamining, Knowledge Managemet, Decision and Statistical Modelling
Bharathidasan University 2000 — 2003
Masters, Computers
University of Madras 1997 — 2000
Bachelor of Science
Mondelēz International August 2012 - Present
Kraft Foods March 2011 - August 2012
Kraft Foods March 2010 - August 2011
Kraft Foods June 2009 - March 2010
Kraft Foods January 2009 - June 2009
Kraft Foods, Brasil June 2008 - December 2008
Kraft Foods Global, Inc. May 2004 - June 2008
Citibank NA November 2003 - May 2004
Skills
Supply Chain Management, Logistics, Customer Service, Supply Chain, CRM, Merchandising, Forecasting, Sales Management, Sales, Budgets, Cross-functional Team..., Inventory Management, Financial Analysis, Business Development, Retail, SAP, Logistics Management, Management, New Business Development, Marketing
Education
University of Southern California - Marshall School of Business 2012 — 2012
Certificate, Food Industry Management
California State University-Long Beach 1999 — 2003
BA, English Literature
University of London 2002 — 2002
none, English Lit, Political Science, Art
WinMill Software August 2003 - April 2015
Citi 2001 - 2003
Citigroroup,Inc 2001 - 2002
Citibank, NA January 2000 - October 2000
Citibank 1997 - 1999
Skills
Solution Selling, Account Management, SaaS, Cloud Computing, Disaster Recovery, Business Analysis, Management, Vendor Management, SDLC, IT Strategy, Consulting, Project Management, Software Development, Salesforce.com, Enterprise Software, Virtualization, Channel Partners, Sales, Program Management
Education
Curry College 1992 — 1996
Bachelor's Degree, Business Management
Pelham Memorial High School
PortraitEFX Lone Star Photo May 2014 - Present
Cash America April 2013 - July 2013
CitiBank NA September 2011 - February 2013
CitiGrouop, Auto Finance March 2007 - September 2011
CitiGroup, Auto Division June 2003 - March 2007
CitiGroup, Auto Division August 1999 - June 2003
Quaker State Oil January 1997 - August 1999
Ergo Images March 1995 - January 1997
BancTec 1989 - 1996
Skills
Business Analysis, Banking, Program Management, Vendor Management, SDLC, Portfolio Management, Financial Risk, Risk Management, PMO, Process Improvement, Visio, Disaster Recovery, Change Management, Financial Services, Requirements Analysis, Relationship Management, Business Process..., Project Portfolio..., Project Management, Credit, Software Development, ITIL, Information Technology, Management, SharePoint, Quality Assurance, Requirements Gathering, IT Service Management, IT Operations, IT Management, Integration
Education
Baylor University 1977 — 1981
Business - Computer Science
Shawnee Mission East High School
Bank Leumi USA November 2014 - Present
California First National Bank May 2014 - November 2014
Federal Deposit Insurance Corporation July 2009 - April 2014
City National Bank December 2007 - December 2008
Citibank N.A August 2006 - November 2007
Wells Fargo Bank N.A. September 2001 - August 2006
Foothill Capital Corporation December 1995 - September 2001
Fleet Bank August 1981 - December 1995
Fidelity Union Bank July 1978 - August 1981
Skills
Credit, Loans, Portfolio Management, Banking, Credit Risk, Credit Analysis, Cash Flow, Credit Administration, Bank asset quality..., Credit Review, Credit Risk Management, Asset Based Lending, Commercial Lending, Underwriting, Commercial Banking, Financial Risk, Structured Finance, Relationship Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1994
MBA, Strategic Management
Mount Holyoke College 1974 — 1978
Bachelor's degree, Economics
Williams College 1976 — 1977
None, Economics
Citi February 2010 - Present
Citibank April 2009 - January 2010
Oracle Financial Services Software Ltd March 2008 - April 2009
Citibank NA April 2005 - March 2008
Citibank January 2004 - April 2005
Citibank September 2003 - January 2004
Oracle Financial Services Software Ltd August 2001 - September 2003
Skills
SDLC, Software Project..., Requirements Analysis, Integration, Agile Methodologies, MS Project, Project Management, Java Enterprise Edition, Agile Project Management, Program Management, Leadership, Business Analysis, Requirements Gathering, Enterprise Architecture, PMP, IT Strategy
Education
New York University 2005 — 2006
Certificate, International Business and Finance
College of Engineering Pune 1997 — 2001
BE, Engineering Graduation
University of Pune 1997 — 2001
HSBC Bank March 2007 - Present
JP Morgan Chase 2003 - 2007
Citibank NA August 1992 - 2003
Skills
Retail Banking, Cash Management, Financial Planning, Financial Services, Pilot, Property Management, Real Estate Investing, Small Business Lending, Wealth Management, Commercial Banking, Credit, Series 7, Banking, Portfolio Management, Series 24, Series 6, Series 63, General Aviation
Education
Fordham University 2007 — 2008
Certificate, Financial Planning
Caldwell College
Bachelor of Science (B.S.), Business Administration and Management, General
Embry-Riddle Aeronautical University 1983 — 1986
ASc, Aviation Management
E*TRADE Financial Corporation October 2014 - Present
SunGard November 2011 - January 2014
StayinFront April 2009 - January 2010
Credit-Suisse March 2008 - October 2008
Netik, LLC April 2007 - January 2008
Lehman Brothers November 2004 - August 2006
Allianz Dresdner Asset Management January 2002 - October 2004
Advent Software, Inc April 2001 - November 2001
Kana Communications August 2000 - January 2001
Citibank, NA November 1997 - August 2000
Skills
Hedge Funds, Software Project..., Business Analysis, Data Warehousing, Agile, Microsoft SQL Server, Databases, Agile Methodologies, Integration, SDLC, Data Modeling, Quality Assurance, ETL, Oracle
Education
Central Connecticut State University 1986 — 1991
Cypress Semiconductor September 2012 - Present
Cypress Semiconductor April 2009 - August 2012
Cypress Semiconductor February 2006 - March 2009
Cypress Semiconductor March 2002 - January 2006
i2 Technologies July 1998 - January 2002
Citibank NA 1993 - 1995
Skills
Data Warehousing, Business Process..., Data Management, Data Analysis, Business Analysis, Management, Semiconductors, Business Process, Program Management, Business Intelligence, Cross-functional Team..., Integration, Human Resources, Process Improvement, Requirements Analysis, Leadership, Analytics
Education
Columbia Engineering
MS, Industrial Engineering and Operations Research
Welhams
Capgemini January 2015 - Present
Korporate Konnections Inc June 2007 - Present
Diaspark Inc February 2002 - June 2007
Thinksoft July 1999 - May 2000
CITIBANK NA February 1996 - June 1999
Thomas Cook November 1994 - November 1995
Skills
Talent Management, Recruiting, Business Development, Vendor Management, Technical Recruiting, CRM, Business Analysis, Pre-sales, Strategy, Account Management, Talent Acquisition
Education
Annamalai University 1994 — 1996
M.Com, Commerce
Stella Maris College 1991 — 1994
B.Com, Commerce
Tuesday Morning March 2000 - Present
HealthCorp Capital Inc. April 1998 - February 2000
Citibank, NA July 1982 - December 1997
Skills
Bilingual-Spanish&Englis..., Microsoft..., Very Detail..., Strong cash forecasting, Foreign exchange..., Cash Management, Banking, Accounting, Retail, Customer Service, Problem Solving, Operations Management, Procurement Card..., Budgets, Account Reconciliation, Income Statement, Forecasting, Internal Audit, Financial Analysis, Auditing, Accounts Payable, Sarbanes-Oxley Act, Cash Flow, P&L, Management, Inventory Management, Time Management, Teamwork
Education
Collin County Community College 2007 — 2010
Associate Degree Applied Science, Hotel Management & Culinary Arts, Graduated with a GPA of 3.30
University of Sacred Heart, Puerto Rico 1989 — 1995
BBA, Accounting/Management, Graduated with a GPA of 3.23
JPMorgan Chase March 2010 - Present
Wells Fargo September 2008 - March 2010
CitiBank, NA January 2000 - January 2008
Skills
Risk Management, Analytics, SAS, Credit, Financial Modeling, Credit Risk, Risk, Predictive Modeling, Financial Analysis, Business Analysis, Risk Mitigation, Data Analysis, Pricing, Credit Analysis, Statistical Modeling, Forecasting, Predictive Analytics, Segmentation, Statistics, Risk Analysis, Strategic Planning
Education
City University of New York
Ph.D, Economics
East China Normal University
BS, Mathematics
Montauk Capital 2002 - Present
Dilmun Investments, Inc 1994 - 2002
SN Phelps & Company 1993 - 1994
Chrysler Capital (previously EF Hutton Capital Corp) 1982 - 1992
Citibank, NA 1975 - 1982
Skills
Private Equity, Mergers, Financial Modeling, Investment Banking, Banking, Mergers & Acquisitions, Financial Analysis, Business Strategy, Strategic Planning, Investments, Risk Management, Finance, Alternative Investments, Asset Management, Sales, Capital Markets, New Business Development, Strategy, Portfolio Management, Corporate Finance, Process Improvement
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1975
MBA, Accounting and Finance
Dartmouth College 1969 — 1973
BA, History, Math, Computer Science
Phillips Academy Andover 1966 — 1969
High School
Citibank, NA 2013 - Present
TD Bank Group 2011 - 2012
Royal Bank of Scotland 2008 - 2011
GE Capital 1997 - 2008
Citibank 1986 - 1996
Skills
Asset Based Lending, Corporate Finance, Financial Modeling, Financial Risk, Financial Services, Finance, Loans, Financial Analysis, Capital Markets, Credit Risk, Derivatives, Portfolio Management, Credit, Credit Analysis, Banking, Investment Banking, Underwriting, Commercial Lending, Commercial Banking, Risk Management, Business Development, Leveraged Finance, Due Diligence, Financial Structuring, Private Equity, Fixed Income, Executive Management, Retail Banking, Mergers & Acquisitions, Valuation, Asset Management, Investments, Syndications, Relationship Management, Loan Origination, Cash Flow Lending, Project Finance, Equities, Structured Finance, Treasury Management, Cash Management, Small Business Lending, Strategic Financial..., Restructuring
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance and Accounting
Citibank, NA SVPCiti2010 - Present
Citibank May 1977 - Present
Citigroup 1977 - Present
Skills
Business Analysis, Vendor Management, Banking, Risk Management, Financial Services, Program Management, Credit Cards, Process Improvement, Credit, PMO, SDLC, Mergers & Acquisitions, Management, Project Portfolio..., Team Management, CRM, Governance, Change Management, Relationship Management, Financial Risk, Wealth Management, Resource Management, Strategy, Portfolio Management, Analytics, Analysis, Software Project..., Leadership, Business Intelligence, Requirements Gathering, Call Centers, Project Delivery, IT Strategy, Project Management, Insurance, Business Requirements, Business Process, Business Transformation, Business Process..., User Acceptance Testing, Requirements Analysis, Business Process..., Business Strategy, Operational Risk
Education
Columbia College of Columbia University 1972 — 1977
Religion and Psychology
Columbia University in the City of New York 1972 — 1977
Religion
Lawrence Livermore National Security May 2000 - Present
Triad Systems September 1996 - January 2000
Citibank, NA September 1986 - September 1996
Education
California State University-East Bay 1982 — 1985
BS, Business Admin Finance
Drake Beam Morin April 2006 - Present
Drake Beam Morin April 2006 - Present
Wal-Mart August 2003 - March 2006
Wal-Mart August 2003 - March 2006
Citibank, NA January 1985 - September 1996
Citibank January 1980 - September 1996
Business and Professional January 1994 - January 1996
Citibank January 1992 - January 1994
Citibank January 1985 - January 1992
Education
State University of New York Empire State College 2000 — 2003
Business Administration, Human Resources
Adelphi University
SUNY Empire State College
Bachelor of Arts, on business and human resources management
Goldman Sachs, 2013 Returnship Program, Associate, ERM, ORM January 2013 - March 2013
Standard Chartered Bank April 2010 - June 2010
Goldman Sachs January 2007 - March 2008
Deutsche Bank August 2005 - April 2006
North Fork Bank now Capital One March 2003 - July 2003
JPMorgan Chse December 2001 - April 2002
Citibank NA August 2000 - July 2001
Skills
Fixed Income, Corporate Finance, Credit Risk, Banking, Risk Management, Credit, Investment Banking, Equities
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
Bachelor's of Business Administration, Finance & investments
Multi Technology Consultant August 2009 - Present
NSAPACHE.NET LLC April 2008 - October 2009
New York State Commission October 2004 - April 2008
New York State Commission of Investigation October 1991 - December 2007
Blissworld, LLC April 2002 - October 2003
Citicorp Information Resources, Inc January 1982 - January 1991
Citibank, NA January 1978 - January 1982
Skills
Active Directory, Cisco Technologies, Network Security, Network Administration, TCP/IP, Windows Server, Switches, Firewalls, Servers, VPN, Routers, VMware, Cable Networks, CCTV, Healthcare Information..., Wireless Networking, Windows Office, Workstation..., Microsoft Office, Software Installation, Computer Hardware, Integration, Networking, Software Documentation, Technical Support, WAN
Education
ROGER STATE COLLEGE Electronic Network University 1991 — 1992
Information Technology
Kingsborough Community College 1980 — 1983
Associate of Arts and Sciences (AAS), Accounting
Adelphi University
SUNY FARMINGDALE
Cushman & Wakefield August 2000 - Present
Citibank NA January 1981 - July 2000
Raamot Consultants January 1971 - December 1980
Education
New York University - Polytechnic School of Engineering 1972 — 1974
MS, Civil Engineering, Geotechnical
Bengal Engineering and Science University, Shibpur 1963 — 1968
BE, Civil Engineering
Morgan Stanley Private Bank, NA October 2013 - Present
Citibank, NA 2003 - 2013
HSBC 2000 - 2002
Republic National Bank 1998 - 2000
Marine Midland Bank 1986 - 1998
Skills
Estate Planning, Trust Services, Wealth Management, Trusts, Asset Management, Wealth Management..., Private Banking, High Net Worth..., Investments, Financial Services, Alternative Investments, Portfolio Management, Equities, FINRA, Retirement Planning
Education
Adelphi University
Paralegal Certificate, Trusts & Estates
State University of New York College at Brockport
Bachelor of Science (BS)
The Bank of Nova Scotia April 2013 - Present
Bank of Nova Scotia September 1998 - Present
Deutsche Bank AG September 2003 - September 2004
Citibank NA June 1996 - September 1998
Skills
Derivatives, Credit Risk, ISDA, Capital Markets, Hedge Funds, Securities, Fixed Income
Education
Dalhousie University
MBA Financial Services, In Progress
University of London
Bachelor of Laws (LLB)
University of Toronto
BA Economics
Citi July 2015 - Present
Citi August 2009 - July 2015
Don Luis Coffee Shop July 2008 - August 2009
Citibank 2007 - 2008
Belmont Financial Center March 2005 - February 2006
Citibank NA August 2004 - February 2005
Jones Financial Center February 2004 - July 2004
Sneak Preview2003 to 2004 May 2003 - February 2004
Burlingame Financial Center August 2001 - February 2004
Macy's West November 2001 - December 2001
Skills
Customer Service, Sales, Finance, Cash Management, Banking, Credit Cards, Retail Banking, Training, Consumer Lending, Credit, Loans, Management, Microsoft Office, Mortgage Lending, Relationship Management
Education
Universidad Católica de Occidente 1992 — 2000
Business Administration, Business
Colegio Bautista 1989 — 1991
Secretary and Accounting diploma
CheckAlt June 2015 - Present
Community Bank of Florida July 2009 - June 2015
Transamerica Bank & Trust Co. Ltd June 2004 - July 2009
Winterbotham Trust Co. ltd June 2001 - June 2004
Banco Popular del Ecuador September 1993 - September 1999
Citibank International August 1991 - August 1993
Citibank NA July 1985 - July 1991
Citibank NA 1982 - 1985
Skills
Banking, Management, Strategy, Start-ups, Team Building, Financial Services, Sales, Marketing, Risk Management, Call Centers, Retail Banking, New Business Development, Process Improvement, Project Management, Team Leadership, Business Analysis, Business Development, Customer Service, Executive Management, Leadership, Leadership Development, Strategic Planning, Finance, Investments, Financial Analysis
Education
American University 1975 — 1979
BS, Intl. Service & Gov't. Public Admin
Citibank, NA 2010 - Present
Citigroup December 1999 - January 2010
Arthur Andersen August 1997 - December 1999
Skills
Tax, Capital Markets, Banking, Financial Statements, Corporate Tax, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Accounting, Income Tax, Due Diligence
Education
Hofstra University 1993 — 1997
MBA, Accounting
Binghamton University 1988 — 1992
BA, Economics
Citibank N.A January 2009 - January 2012
Cardinal Health January 2005 - January 2008
Cardinal Health January 1998 - January 2008
Cardinal Health 1998 - 2008
Cardinal Health January 1999 - January 2005
Cardinal Health January 1998 - January 1999
University Medical Center January 1997 - January 1998
Tropicana Resort and Casino January 1979 - January 1997
Skills
Management, Data Center, Technical Support, Disaster Recovery, Process Improvement, Program Management, Servers
Education
Cheonggang Academy
Fratelli Inc. Full Service Off Premise Catering January 2001 - January 2009
Medical Economics Thomson Healthcare January 1996 - January 2001
Bankers Trust Company January 1989 - January 1996
Data Base Services January 1986 - January 1989
CITIBANK N.A January 1985 - January 1986
FUTURE TECHNOLOGIES INTERNATIONAL January 1983 - January 1985
Education
City University of New York
Associate Degree, Applied Science
National Bank of Canada June 2013 - Present
National Bank of Canada November 2010 - June 2013
Real Co. Canada May 2010 - August 2010
Citibank NA May 2007 - August 2007
Skills
Time Management, Sales, Teamwork, Customer Service, Recruiting, Analysis, Training, Human Resources, Interviews, Credit Analysis, Cross Selling, Personal Banking, Access, Banking
Education
Centennial College 2008 — 2009
Diploma, Human Resources
North South University 2004 — 2007
Bachelor's Degree in Business Administration, Marketing & Human Resources
Citbank N.A October 2011 - Present
Citibank N.A July 2010 - October 2011
Citibank September 2007 - July 2010
Citibank October 2006 - September 2007
Citibank June 2000 - October 2006
Education
Columbia College 2007 — 2009
Bachelor of Science, Business Administration; Financial Services
Citibank, NA December 2013 - Present
Operations Academy-BP America February 2012 - December 2013
Stop and Shop-Ahold September 2003 - July 2011
Skills
Microsoft Word, Customer Service, Budgets, Microsoft Excel, Change Management, Program Management, PowerPoint, Team Leadership, Microsoft Office, Operations Management, Merchandising, Analysis, Leadership, Project Planning, Human Resources
Education
Boston University - School of Management
Bachelor of Science (BS), Business Administration and Management, General, 3.4
Errol Gimes Dance Group 2008 - 2013
Pacer International May 1999 - June 2000
Plaskolite Inc August 1990 - July 1993
University of Dayton August 1988 - January 1990
Citibank NA July 1976 - July 1978
Teachers College, Columbia University September 1969 - December 1974
Moody's Investors Service 1973 - 1974
Skills
Non-profits, Project Management, Public Speaking, Microsoft Excel, Fundraising, Microsoft Office, Strategic Planning, Customer Service, Research, Editing, Budgets, Management, Coaching, Social Media, Marketing Strategy, Nonprofits, Organizational..., Negotiation, Analysis, Contract Negotiation, Microsoft Word, Business Strategy, Data Analysis, Process Improvement, Program Management, Team Building, Sales, Leadership Development, New Business Development, Business Development, Account Management, Policy, Competitive Analysis, Strategy, Leadership, Management Consulting, Entrepreneurship, Product Development
Education
Officer Training School 1978 — 1979
Air Force Institue of Technology, Project Management
Tuck School of Business at Dartmouth 1976 — 1977
MBA, Organizational Behavior Studies
Dartmouth College 1971 — 1975
Bachelor's degree, Political Science and Government, Drama, Black Studies, Modern Dance, Spanish
Manhattan College High School 1967 — 1971
Reagents Diploma, College Prep
Msgr. William R. Kelly School 1965 — 1967
Grammar school or the gifted
AIG March 2000 - September 2009
AMERICAN INTERNATIONAL January 2000 - January 2009
AMERICAN INTERNATIONAL January 2000 - January 2009
Citigroup December 1987 - March 2000
CITIBANK, NA January 1987 - January 2000
CITIBANK, N January 1987 - January 2000
Prime Computers January 1990 - January 1996
CITIBANK, N January 1987 - January 1990
SOLOMON BROTHERS INCB January 1980 - January 1987
SOLOMON BROTHERS INC January 1980 - January 1987
Skills
System Administration, Data Center, Disaster Recovery, Risk Management, Project Management, Troubleshooting, IT Strategy, Active Directory, Hardware, Vendor Management, IT Management, Management, Testing, SDLC, PMO, IT Service Management, Servers, ITIL, Business Analysis, Integration, Operating Systems, Information Technology, Visio, Project Portfolio..., SharePoint
Education
City University of New York City College 1985 — 1986
Computer progamming
Citi November 2014 - Present
Credit Suisse June 2012 - September 2014
Credit Suisse April 2007 - June 2012
Citi May 2005 - April 2007
Barclays Capital July 2004 - May 2005
Ipreo (formerly known as i-Deal, LLC) January 2001 - July 2004
InterWorld September 2000 - January 2001
Deutsche Bank June 1998 - August 2000
MERRIN FINANCIAL - ADP, Inc October 1997 - May 1998
CITIBANK, NA September 1995 - September 1997
Skills
Business Analysis, Process Improvement, PMO, Change Management, Project Management, Fixed Income, Quality Assurance, Project Portfolio..., Six Sigma, Derivatives, SDLC, Capital Markets, Banking, Project Planning, Program Management, User Acceptance Testing, Business Strategy, Business Process..., Requirements Analysis, Business Requirements, Requirements Gathering, Loans, Bonds, Project Delivery, Risk Management, Software Project..., Vendor Management, User Interface Design, Microsoft Office, Microsoft Project, Visio, iGrafx, Stakeholder Management, Stakeholder Engagement, Investment Banking, Financial Services, Regression Testing, Issue Management, Project Estimation, Project Coordination, Data Analysis, Foreign Exchange, Back Office, Management, Analysis, Trading Systems
Education
The George Washington University
Associate Certificate
Fordham Gabelli School of Business 1999 — 2002
MBA
Binghamton University 1991 — 1995
BS
Roche Pharmaceuticals - Proponent Federal Credit Union 2010 - Present
Bank of America 2006 - 2009
J P Morgan Chase 2002 - 2006
American Planning Group (APG) and Financial Network Investment Corporation (FNIC) 1999 - 2002
Citibank NA 1994 - 1999
Skills
Developing Client..., Customer Service, Consumer Banking Skills, High Net Worth Client..., Business Presentations, Banking & Investment..., Profiling Customers, Sales, Credit, CRM
Education
Felician College 2013 — 2015
Master of Arts (MA), Accounting and Finance
Brooklyn College
Bachelor of Science (BS), Business, Management & Finance
FINRA Securities Licenses
Series 6 & 63, Life & Health Insurance
UBS September 2014 - Present
Brown Brothers Harriman February 2014 - September 2014
UBS AG April 2006 - January 2014
UBS AG - New York B April 2005 - April 2006
CIBC World Markets February 2003 - April 2005
ABN AMRO Bank N.V. September 2002 - December 2003
External Compliance Officer Inc. June 2002 - August 2002
Banco Atlantico Representative office March 2001 - June 2002
Bank Hapoalim February 2000 - March 2001
Citibank NA 1982 - 2000
Skills
AML, Private Banking, Investment Banking, Analysis, OFAC, Financial Risk, FINRA, USA PATRIOT Act, KYC, Capital Markets, Financial Institutions, Internal Controls, Internal Audit, Risk Management, Securities, Operational Risk, Auditing, Regulations, Operational Risk..., Financial Services, Due Diligence, Prime Brokerage, Derivatives, Financial Regulation, Fixed Income, Hedge Funds, FX Options, Equities, Series 7
Education
Baruch College, City University of New York (CUNY)
Management
Saint Peter's University
Undergraduate, Business/Mangement
University of Illinois at Urbana-Champaign November 2012 - Present
Citibank NA July 2012 - November 2012
University of Illinois at Urbana-Champaign November 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Danville Area Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Administrative Professional, B-C
Citizens Bank July 2012 - Present
United States Army Reserve April 2003 - Present
Citibank, NA August 2006 - July 2012
Lo-Can Glass November 2001 - November 2005
Lighthousebank.com September 2000 - September 2001
BankBoston / Fleet Bank 1997 - 2000
Skills
Mortgage Lending, Loans, Banking, Cash Management, Commercial Lending, Consumer Lending, Risk Management, Commercial Banking, Customer Service, Credit, Retail Banking, Coaching, Operations Management, Organizational..., Security Clearance, Operational Risk...
Education
Bentley University 1992 — 1996
Bachelor of Science (B.S.), Management
Wells Fargo Home Mortgage 2010 - 2012
HSBC Mortgage Services May 2005 - March 2009
The Housing Partnership Inc. 2000 - 2004
Citibank na 1997 - 2000
Skills
Loan Origination, FHA, Mortgage Lending, Mortgage Banking, Refinance, Loans, Residential Mortgages, Credit, Loss Mitigation, FHA financing, Reverse Mortgages, VA loans, Consumer Lending, Credit Analysis, First Time Home Buyers, USDA
Education
Barry University 1995 — 1999
Bachelor of Science, Professional Studies
SunTrust Bank January 1990 - Present
Merrill Lynch February 1993 - June 1994
Riggs National Bank September 1987 - December 1989
Citibank, NA December 1985 - September 1987
Skills
Banking, Commercial Banking, Credit, Commercial Lending, Risk Management, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Advanced Risk Management
Fordham Gabelli School of Business 1983 — 1985
MBA, Finance
College of the Holy Cross 1979 — 1983
BA, History
Chaminade 1975 — 1979
College Prep
International Equity Ventures May 2005 - Present
Keller Williams Real Estate June 2001 - May 2005
McKenzie & Company February 1999 - May 2001
General Surgical Innovations August 1998 - December 1999
Bank of the West March 1994 - July 1998
Citibank, NA June 1984 - February 1994
Skills
Public Relations, Legal Compliance, Financial Analysis, Customer Service, Team Management, Collaborative Problem..., Document Review, Financial Accounting, Reporting & Analysis, Branch Management, Internal Communications, Work Independently with..., Microsoft Office, Microsoft Excel, Result Oriented, Sales Presentations, Franchise Agreements, Investor Relations, Outstanding..., Highly Detailed
Education
California State University-Sacramento
San Mateo High School
Coldwell Banker Residential Brokerage January 2008 - April 2013
Citi January 2000 - August 2006
Citibank N.A March 1991 - May 2000
Skills
Selling, Real Estate, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Negotiation, Listings, Single Family Homes, Condos, Townhomes, Buyers, ABR
Education
Buckinghamshire New University 1991 — 1994
BA, Management
Budapest- College of Foreign Trade
Citi January 2011 - Present
HSBC Bank NA January 2005 - December 2010
Citibank NA 2001 - 2005
Skills
USA PATRIOT Act, Bank Secrecy Act, AML, KYC, OFAC
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2003
International Marketing & Sales
JP Morgan Chase August 2009 - Present
Washinton Mutual June 2007 - July 2009
Citibank, NA June 1982 - June 2007
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Banking, Commercial Lending, Financial Analysis, Lines Of Credit, Investments, Portfolio Management, Cash Flow Lending, Mortgage Lending, Coaching, Relationship Management, Cash Management, Credit Analysis, Credit Risk, Credit Cards, Loan Origination, Commercial Mortgages, Financial Risk, Financial Services, Private Banking, Series 7, Risk Management, Asset Based Lending, Small Business, Wealth Management, Treasury Management, Underwriting, Cross Selling, Retail Banking, Strategic Financial..., Executive Management, Finance, Consumer Lending, Funding, Financial Planning, Management
Education
Adelphi University 1984 — 1986
BS/CumLaude, Business/Banking
Nassau Community College 1982 — 1984
Associate's degree, Business/Banking
Riomar Capital March 2015 - May 2015
Neon Liberty Capital Management July 2011 - December 2011
Sperry Associates Federal Credit Union January 2010 - June 2010
Citibank NA July 2009 - August 2009
Make-A-Wish Foundation September 2008 - June 2009
Anti-Defamation League July 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, Public Speaking, Financial Modeling, Research, Advent Trade Order..., Salesforce.com, Private Equity, Trade Operations
Education
Adelphi University 2013 — 2015
Bachelor of Science (B.S.), Finance
Northeastern University 2010 — 2011
BSBA, Finance and Insurance
New Hyde Park Memorial High School 2006 — 2010
Citibank, NA August 2006 - Present
Citibank, NA August 1988 - Present
Citibank, NA April 2003 - July 2006
Citibank, NA January 2000 - January 2003
Citibank, NA January 1995 - January 2000
Citibank, NA January 1988 - January 1995
Skills
Fraud Analysis, Fraud Prevention, AML, Fraud, Financial Analysis, Project Planning, Process Improvement, Procedure Development, Policy Writing, Regulatory Compliance, KYC, Managerial Experience, Quality Assurance, Customer Satisfaction, Customer Service, Cash Flow Forecasting, Self Starter, Teamwork, Team Leadership, Banking Operations, Internet Banking, Retail Banking, Integrity, Risk Mitigation, Time Management, Reliability
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2004
MA, Forensic Psychology
Queens College 1996 — 1997
Citibank NA Senior Vice PresidentCitibank N.A.2006 - 2012
Education
Columbia University - Columbia Business School 1978 — 1979
MBA, Finance and Marketing
Atlantic Health April 2015 - Present
JemWorx, Inc September 2000 - Present
Chosen People Ministries March 2011 - July 2013
Meyer and Associates January 2005 - March 2011
LoBue Associates, Inc November 1990 - September 2000
Bankers Trust Company, Inc January 1984 - November 1990
Citibank, NA April 1980 - January 1984
Skills
Project Management, Financial Reporting, Management, Training, Nonprofits, Management Consulting, Forecasting, Customer Service, Internal Audit, Managerial Finance, Accounts Payable, Finance, QuickBooks, Human Resources, Fundraising, Non-profits, Strategic Financial..., Public Speaking
Education
Fairleigh Dickinson University-Metropolitan Campus 1984 — 1986
MBA, Management
Bucknell University 1975 — 1979
BA, Double; Economics / French
Retired Director Investment Management AnalysisLegg Mason2006 - 2009
Citigroup Asset Management 1999 - 2006
Citibank, NA 1986 - 1998
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Baruch College
Bachelor of Business Administration (BBA), Marketing
Bruce A Goldberg, M.D January 1998 - Present
Citibank NA 1979 - 1983
Skills
Microsoft Office, Microsoft Excel, Nonprofits, Customer Service, Microsoft Word, Teaching, Event Planning, Public Speaking, PowerPoint, Healthcare, Event Management, Research
Education
Baruch College 1977 — 1979
BBA
Elizabeth Seton Pediatrics Center June 2015 - Present
. Elizabeth Seton Pediatrics Center June 2015 - Present
Board of Elections June 2012 - Present
New York Cares Inc April 2012 - Present
Sans Souci Rehabiliation & Nursing Center August 2013 - June 2015
Partners in Care May 2010 - March 2014
New York Life Insurance November 2009 - April 2010
Citibank NA September 2007 - September 2009
University of Technology January 1995 - October 2005
Skills
Computer Literate, Microsoft Office, Typing, Communication and..., Administrative..., Medical Terminology, Data Entry, Outlook, Process Scheduler, Healthcare, Customer Service, Software Documentation, Teamwork, Medical Records, Microsoft Word, PowerPoint, Team Building, Microsoft Excel
Education
Berkeley College 2009 — 2011
Bachelor, Business Administration; Health Services Management, GPA: 3.86
University of Technology, Jamaica 2000 — 2001
Bachelor of Science, Administrative Management
Solomon + Safford LLC 2014 - Present
Bloomberg LP 2010 - 2014
Classic Residence by Hyatt (Vi) April 2008 - December 2009
Starwood Hotels and Resorts Worldwide, Inc. 2006 - 2008
Museum of Modern Art January 2002 - December 2006
Credit Suisse / First Boston September 1997 - July 2001
Solomon Equities, Inc. 1980 - 1997
Citibank NA 1977 - 1979
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Fundraising, Construction, Leadership, Strategic Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Budgeting, Event Management, Architecture, Budgets, Sustainability
Education
Columbia University in the City of New York
Master of Science in Architecture and Urban Design, Architecture, Urban Design
Cornell University
Bachelor of Architecture (B.Arch.), Architecture
CITIBANK NA December 2009 - Present
225 VARICK STREET, NY, NY June 2003 - October 2009
Skills
Sales Excellence, Service Excellence, Crisis Communications
Education
Baruch College 2007 — 2012
BBA, PUBLIC ACCOUNTING
University of Cape Coast
BACHELOR OF COMMERCE, ACCOUNTING
Citi March 2007 - Present
Citibank, NA March 2007 - Present
Education
Adelphi University 1996 — 1999
Bachelor of Science (BS), Business and Communication
IDB Bank, US Private Bank August 2012 - Present
Citibank NA 1974 - 2015
HSBC January 1998 - August 2012
Skills
Banking, Portfolio Management, Equities, Wealth Management, Credit, Fixed Income, Investment Advisory, Securities, Mutual Funds, Capital Markets, Series 7, Private Banking, Financial Services, Bonds, Commercial Banking, Relationship Management, Commercial Lending
Education
Adelphi University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Iona College 1969 — 1971
Bachelor's degree, Political Science and Government
Citibank N.A December 2007 - Present
Trader Joe's November 2005 - December 2007
Skills
Customer Service, self motivated..., Cash Handling Experience, Financial Accounting, Microsoft Word, Microsoft Excel, PowerPoint
Education
Contra Costa College 2006 — 2006
MCclatchy High School 2000 — 2005
High School Diploma
Bank-Fund Staff Federal Credit Union June 2013 - September 2014
First Financial Holdings March 1996 - May 2013
American Savings Bank 1992 - 1995
Citibank, NA 1982 - 1991
Skills
Treasury Management, Portfolio Management, ALM, IRR, Liquidity Management, ALCO, Funds Transfer Pricing, Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Hedge Funds, Secondary Mortgage..., Mergers & Acquisitions, Business Profitability, Customer Profitability, Interest Rate Risk..., Interest Rate..., Interest Rate Swaps, Interest Rate Hedging, Shock, Ramps, Twist, Capital Raising, Cash Management, Banking, Credit, Capital Markets, Risk Management, Finance, Financial Risk
Education
Rutgers University 1977 — 1978
Master of Business Administration (M.B.A.), Finance
Boston University 1972 — 1976
Bachelor of Science (BS), Finance and Operations Management
Citi March 2014 - Present
Citibank NA September 2012 - May 2014
Citibank N.A. July 2011 - September 2012
Citibank NA September 2009 - July 2011
Citibank NA December 2007 - August 2008
Norwood Promotional Products March 1987 - September 2005
Skills
Computer Hardware, Computer Repair, Microsoft Office, Microsoft Excel, Microsoft Word, Programming, Customer Service, Compliance, Project Management, Access, SharePoint, Lotus Notes, Call Centers, Technical Support, Time Management, Management, Process Improvement
Education
Colorado Technical University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
San Antonio College 1995 — 2003
Associate of Arts (A.A.), General Studies
Citibank NA May 2011 - Present
Citibank NA August 2010 - May 2011
CitiMortgage Inc August 2009 - August 2010
Skills
Leadership, Proactive self-starter, Highly detail oriented, Problem Solving, Dependable Team Player, Communication, Portfolio Management, Small Business Lending, Bankruptcy, Financial Analysis, Credit Analysis
Education
Cedar Valley College 2010 — 2014
Wellsfargo Bank May 2010 - Present
Citifinancial November 2001 - September 2009
Citibank NA June 1986 - November 2001
Skills
Credit, Loans, Finance, Management, Portfolio Management, Training, Retail Banking, Mortgage Lending, Sales, Commercial Banking, Analysis, Investments, Customer Satisfaction, Marketing, Process Improvement, Insurance, Customer Retention, Direct Sales, Sales Management
Education
Chattahoochee Technical College 2010 — 2012
Still in Process, Accounting
Erasmus Hall High School 1980 — 1984
General Studies
Citibank, NA June 1999 - June 2013
Independence Savings Bank June 1987 - April 1999
Bay Ridge Federal June 1987 - April 1999
Skills
Customer Service, Bilingual, Teamwork, Flexible Schedule, Flexible to Change, Positive Team Player, Multi Tasking, Communication, Listening to customers, Adaptability, Couching, Interpersonal Skill, Leadership, Organization, Problem Solving, Integrity, Dedication to work, Always Willing to Learn, Banking, Retail Banking, Relationship Management
Education
Borough of Manhattan Community College 1990 — 1991
Early Childhood Development
City University of New York-Hunter College 1984 — 1986
Liberal Arts and Sciences/Liberal Studies
Citibank N.A June 2013 - Present
Citibank N.A April 2012 - June 2013
Skills
Sales, Banking, Retail Banking, Mortgage Banking, Mortgage Lending, Wholesale, Distribution Center..., Purchasing, Microsoft Office, Communication, Compliance, Fraud, Insurance, Life Insurance, Property & Casualty..., A&R, Entertainment Law, Automotive Sales..., Customer Service, Customer Retention, Home Equity Lines of..., Home Equity Loans, Real Estate
Education
Collin County Community College 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General