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,
Citibank, NA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citibank, NA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,429 Citibank, NA employees in database. Find out everything there's to know about Citibank, NA 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, NA Employees
Inner Game of PKD June 2009 - Present
SilkBow.com 2005 - 2006
Citibank, N.A. 1985 - 2001
Skills
Coaching, Analysis, Life Coaching, Public Speaking, Leadership, Team Building, Training, Entrepreneurship, Personal Development, Organizational..., Executive Coaching, Leadership Development, Strategic Planning, Small Business, Strategy, Social Networking
Education
City University of New York City College 1964 — 1969
Mechanical Engineering
Brooklyn Technical High School 1961 — 1964
College Prep
First National Bank Southwest April 2015 - Present
Citibank, N.A. November 2005 - January 2015
CitiCapital May 2002 - November 2005
Smith Limousine May 1998 - December 2001
Skills
Banking, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Financial Risk, Treasury Management, Risk Management, Loans, Treasury Services, Process Improvement, Cross Selling, Sales, Financial Analysis, Finance, Relationship Management, Analysis, Leadership, Financial Services, Commercial Lending, Retail Banking, Credit Risk, CRM, Consumer Lending, Treasury, Treasury sales, Operations, Credit/Risk Analysis, Pricing
Education
Argosy University 2007 — 2008
MS, Management
The University of Texas at Arlington 1994 — 2001
BBA, Management
Independent Banking Professional January 2003 - Present
Citigroup April 2000 - August 2002
Citigroup July 1997 - April 2000
Providian Financial January 1995 - June 1997
Independent Banking Professional June 1992 - December 1994
Providian Financial June 1985 - May 1992
Wells Fargo Bank October 1981 - June 1985
Citibank, N.A. June 1979 - August 1981
Skills
Business Economics, Marketing Strategy, Risk Management, Research, Credit Analysis, Operational Planning, Legal and Regulatory..., Banking, Change Management, Business Analysis, Financial Analysis, Credit Cards, Operations Management, Management, Cards, Due Diligence, Project Planning, Program Management, Strategic Planning, Credit Risk, Portfolio Management, Investments, Mergers & Acquisitions, Marketing, Financial Risk, Financial Services, Fraud, Retail Banking, Analysis, Auditing, Financial Modeling, Finance, Leadership, Product Development, Credit, Process Improvement, New Business Development
Education
University of California, Los Angeles 1977 — 1978
M.S., Operations Research (Course Work Completed)
California State University-Los Angeles 1973 — 1976
B.S., Quantitative Business and Economics
Astoria Bank July 2014 - Present
Citibank, N.A October 2010 - July 2014
Citibank, N.A. April 2008 - October 2010
Citibank, N.A. June 1998 - April 2008
Citibank, N.A. January 1989 - June 1998
Union Pacific Corporation March 1980 - September 1985
Revlon Inc. September 1978 - March 1980
Arthur Andersen & Co. July 1976 - September 1978
Skills
Portfolio Management, Accounting, Risk Management, Financial Analysis, Auditing, Risk Reviews, Senior Credit Officer..., CPA, Loans, Finance
Education
New York University 1980 — 1983
Master of Business Administration (MBA), Dual Majors: Finance and International Business
Boston College 1972 — 1976
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Citibank, N.A. 2012 - 2014
The Austin Center For Exceptional Students January 2008 - December 2008
Skills
Administrative..., Marketing, Banking, Mortgage Banking, Education, Branch Banking, CRM
Education
Arizona State University 2008 — 2010
Bachelor of Science (B.S.), Global Business, Marketing
Rio Salado College 2001 — 2004
Associate's degree, General Studies
Keller Williams Realty February 2014 - Present
West Central School District September 1987 - May 2013
Citibank, N.A. February 1984 - August 1987
Skills
Lesson Planning, Classroom Management, Curriculum Design, Classroom, Curriculum Development, Tutoring, Differentiated..., Educational Technology, Educational Leadership, Literacy, Teaching, Teacher Training, Staff Development, Language Arts, Secondary Education, Customer Service, Leadership, Sellers, Marketing, Sales, Investment Properties, Buyer Representation, First Time Home Buyers, Public Speaking, Real Estate, Single Family Homes, Residential Homes, Short Sales, Foreclosures
Education
The University of South Dakota 2002 — 2003
Master of Arts (M.A.), Administration and Curriculum
Augustana College (SD) 1979 — 1983
Bachelor of Arts (B.A.), English, Journalism and Secondary Education
Citibank, N.A. April 2014 - Present
US-ASEAN Business Council February 2013 - September 2013
US-ASEAN Business Council August 2010 - September 2012
US-ASEAN Business Council August 2010 - July 2011
Embassy of the Republic of the Philippines 2009 - 2009
Skills
Management, Research, Analysis, Project Management, Business Development, Strategy, Microsoft Office, Marketing, SQL, R, ASEAN
Education
Asian Institute of Management 2012 — 2013
MBA, Master in Business Administration
University of California, Davis 2006 — 2010
Bachelor's degree, International Business and Political Science
Jesuit High School (College Preperatory) 2002 — 2006
St. Ignatius
I'm Positive, Inc. February 2009 - Present
Zappos Family of Companies April 2010 - September 2010
Peter Lik USA, Inc. February 2008 - November 2008
Kristine W / Fly Again Music Productions, LLC March 2007 - January 2008
Citibank, N.A. September 2006 - January 2008
Skills
Fundraising, Community Outreach, Customer Service, Budgets, Volunteer Management, Nonprofits, Social Media Marketing, Social Networking, Event Planning, Supervisory Skills, Sales, Grant Writing, Event Management, Leadership Development, Marketing Strategy, Public Speaking, Program Development, Employee Training, Training, Workshop Facilitation, Business Development, Leadership, Public Relations, Organizational..., Entrepreneurship, Microsoft Office, Office Management, Board Development, Program Management, New Business Development, Coaching, Facebook, CiviCRM, Drupal, Recruitment/Retention, HIV/AIDS prevention, Social Media Relations, Training & Development, Social Services, Community Service, Volunteer Recruiting, Volunteer Training, Charity, Nonprofit Leadership, Charity Events, Advocacy, Team Building, HIV prevention, Recruiting, Management
Education
College of Southern Nevada 2010 — 2015
BS Public Administration, Public Administration, Business Management, Sociology
Centennial High School 1999 — 2002
Diploma, General Studies
Bank of America Merrill Lynch July 2015 - Present
Citibank, N.A. 2003 - 2015
California Federal Bank October 1999 - 2003
Bank of America 1983 - October 1999
Bank of America 1980 - 1983
Bank of America 1973 - 1980
Skills
Commercial Banking..., Commercial Real Estate..., Management
Education
California State University-Fullerton 1971 — 1975
BA, Finance and Real Estate
Servite Catholic High School 1970 — 1971
Citibank, N.A. November 2013 - Present
Green Bank, N.A. 2011 - November 2013
JPMorgan Chase, N.A. 1996 - 2011
Skills
Commercial Lending, Middle Market, Commercial Banking, Credit, Credit Analysis, Loans, Due Diligence, Small Business Lending, Commercial Mortgages, Restructuring, Finance, Mergers & Acquisitions, Financial Structuring, Treasury Management, Asset Based Lending
Education
Boston College - Carroll School of Management 1984 — 1988
B.S., Finance and Economics
McMillan Consulting LLC March 2009 - Present
Citibank, N.A. February 2007 - March 2009
JPMorgan Chase September 2002 - February 2007
ABN AMRO September 2000 - November 2001
Skills
Risk Management, Strategy, Banking, Finance, Management, Portfolio Management, Corporate Finance, Credit, Leadership, Analysis, Management Consulting, Financial Analysis, Mergers & Acquisitions, Relationship Management, CRM, Forecasting, Loans, Negotiation, Sales, Investments, Credit Analysis, Financial Services, Cash Management, Contract Negotiation, Marketing, Due Diligence, Executive Management, Auditing, Business Planning, Start-ups, Financial Modeling, Online Marketing, Risk, Financial Risk, Asset Management, Coaching, Account Management, Business Strategy, Business Development, Underwriting, Strategic Financial..., Business Analysis, Project Management, Strategic Planning
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting
First Gulf Bank June 2011 - June 2015
Citibank, N.A. February 2004 - April 2011
Skills
HRIS, Performance Management, Compensation, Excel, Deferred Compensation, Job Evaluation, Employee Benefits, Salary, Rewards, Microsoft Excel, Salary Review, HR Policies, Bonus, Benchmarking, Analysis
Education
Ateneo de Manila University
Master of Business Administration (MBA), Business Administration and Management, General
Cathay Bank May 2014 - Present
Cathay Bank May 2012 - May 2014
Citibank, N.A. July 2006 - November 2009
Skills
Banking, Mortgage Lending, Commercial Banking, Corporate Finance, Commercial Lending, Credit, Loans, Financial Modeling, Retail Banking, Credit Analysis, Portfolio Management, Financial Analysis, Microsoft Office, Finance
Education
Cal Poly Pomona 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, and Law, 3.5
Super Structures, Inc. September 2014 - Present
Door-Ko Inc. July 2014 - Present
Citibank, N.A. 2012 - 2014
USW February 2008 - May 2012
Theresa B. Hallett, EA December 1997 - December 2007
Skills
Accounting, Financial Planning, Financial Accounting, QuickBooks, Auditing, Account Reconciliation, Tax, Microsoft Office, Customer Service, Financial Statements, Internal Audit, Tax Preparation, Bookkeeping, Tax Returns, Financial Services, Credit, Management, Office Management, Mortgage Banking, Banking, Cost Accounting, Compliance, Consulting, Contract Negotiation, Regulatory Requirements, Representation, IRS Enrolled Agent, Employee Training, Notary Public
Education
California State University Stanislaus
Bachelor of Science (B.S.), Business with Accounting Concentration
Fresno City College
Associate of Arts (A.A.), Accounting
SunTrust Bank October 2013 - Present
Citibank, N.A. June 2012 - October 2013
Ascend - CT & Westchester January 2011 - June 2012
HSBC Asian & Pacific Islanders' Committee January 2011 - June 2012
HSBC Bank U.S.A., N.A. June 2010 - June 2012
HSBC Bank U.S.A., N.A. March 2008 - May 2010
HSBC Ltd., India July 2006 - February 2008
HSBC Ltd., India October 2005 - June 2006
HSBC Ltd., India January 2004 - September 2005
HSBC Ltd., India January 2003 - December 2003
Skills
Sales Management, New Business Development, Event Management, Developing Client..., Team Management, Customer Service, Small Business, Business Development, Management, CRM, Leadership, Strategic Planning, Banking, Strategy, Retail Banking, Wealth Management, Relationship Management, Credit
Education
Risk Management Association 2014 — 2014
Commercial Credit for Lenders, Credit Management
Life & Health Insurance Certified 2012 — 2014
Insurance Agent, Life, Accident & Health Insurance Agent
Pune University 1997 — 1999
Master's in Computer Management, Computer Languages; Management Accounting
Andhra University 1994 — 1997
Bachelor of Business Management, Business Management; Marketing
Resources Global Professionals March 2014 - Present
The Boy-Kin Dream Project 2011 - Present
Act Like A Success Tour August 2014 - January 2015
Morgan Stanley July 1999 - 2013
Morgan Stanley 1993 - 2013
Citibank, N.A. March 1989 - April 1991
Skills
Alternative Investments, Hedge Funds, Financial Analysis, Valuation, Private Equity, Financial Modeling, Investments, Accounting, Portfolio Management, Investment Banking, Financial Reporting, Due Diligence, Financial Risk, Mutual Funds, Analysis, Fund Accounting, Finance, Capital Markets, Equities, Fixed Income, Securities, Corporate Finance, Management
Education
City University of New York-Herbert H. Lehman College 1989 — 1992
BS, Accounting
The Stepney Foundation August 2015 - Present
Chima Empowerment Group March 2008 - Present
World Wide Dictation Service Inc. August 2012 - January 2013
Virginia Union University July 2010 - March 2011
Virginia Union University August 2009 - June 2010
Grace Baptist Church May 2009 - June 2009
Omni Hotels September 2007 - December 2008
Grace Baptist Church May 2008 - June 2008
National Arbitration & Mediation (NAM) July 2006 - July 2007
Citibank, N.A. July 2004 - April 2006
Skills
Customer..., Management Consulting, Business Communications, Public Speaking, Motivational Speaking, Reprographics, Problem Solving, Scheduling, Training & Development, Territory Management, Client Management, Sales Strategy Execution, General Office..., Organizational..., Organizational Structure, Team Management, Process Scheduler, Employee Training, Sales Force Development, Customer Service, Training, CRM, Event Planning, Fundraising, Marketing, Time Management, Community Outreach, Nonprofits, Workshop Facilitation, Conflict Resolution, Resume Writing, Project Management, Budgets, Sales, Process Improvement, Strategy, Leadership, Teamwork, Coaching, Payroll, Leadership Development
Education
Virginia Union University 2007 — 2011
Entrepreneurial Management
Baruch College
Columbia Presbyterian Hospital May 2013 - December 2013
Institute of Allied Medical Professions September 2012 - December 2013
St. John's Nursery School September 2008 - June 2011
White & Case 1996 - 1997
Citibank, N.A. 1995 - 1996
White & Case 1992 - 1995
Skills
Medical Imaging, Ultrasound, Hospitals, Direct Patient Care, Community Outreach, Public Speaking, Staff Development, Legal Research, Teaching, Nonprofits, Case Management, Editing, Employee Training, Legal Assistance, Research, Social Networking, Writing, Training & Development, Staff Management, Technology..., Legal Support, Travel, Legal Services, Depositions, File Systems, Conferences, Hiring/firing, Implementing Processes, Plan Implementation, Management, Marketing, Social Media, Strategic Planning
Education
Institute of Allied Medical Professions-New York 2012 — 2013
Certificate in Diagnostic Medical Sonography, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 3.84
The College of William & Mary in Virginia 1986 — 1990
Bachelor’s Degree, Political Science and Government; Minor English and French
Cassiopae October 2012 - April 2015
EBI Consulting May 2011 - November 2012
Banking Decision Systems September 1983 - March 1991
Citibank, N.A. January 1982 - June 1983
Antique Porcelain Company N.Y. February 1978 - August 1981
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Universität Salzburg / University of Salzburg 1976 — 1977
German
University of New Hampshire 1974 — 1976
BA, German
Tufts University 1973 — 1974
Oyster River
Oracle September 2014 - Present
Pointwest Technologies September 2004 - August 2014
Canon Information Technologies Philippines, Inc October 2001 - August 2004
Citibank, N.A. June 2001 - October 2001
Skills
Struts, Java Enterprise Edition, Hibernate, JavaScript, SQL, JSP, Subversion, Design Patterns, Eclipse, J2EE, AJAX, EJB, WebSphere Application..., Web Applications, Java, Ant, Software Development, XML, Tomcat, MySQL, ADF, Servlets, jQuery, JSTL, JAX-WS, JAX-RPC, C, C++, Unix, Axis, PL/SQL, Visual Basic, Log4j, JSON, Spring MVC, HTML5, DOM Scripting, Oracle, Greasemonkey, Google App Engine, Test Driven Development, Web Services, Cordova, Xcode, Objective-C, iOS Development, groovy, JMockit
Education
Ateneo de Manila University 1997 — 2001
BS, Computer Science
CA Technologies April 2014 - Present
CA Technologies October 2011 - March 2014
CA Technologies September 2010 - October 2011
CA Technologies August 2005 - September 2010
Niku Corporation January 2000 - August 2005
PeopleSoft January 1997 - January 2000
Fiserv HRMS January 1990 - December 1997
Citibank, N.A. July 1990 - December 1991
Skills
Pre-sales, Enterprise Software, Demand Generation, Project Portfolio..., SaaS, Competitive Analysis, Leadership, PMO, Professional Services, HRIS, Cloud Computing, Salesforce.com, Portfolio Management, Human Resources, Lead Generation, Service Management, Strategic Partnerships, Strategy, Sales Enablement, Solution Selling, Go-to-market Strategy, CRM, Business Intelligence, Software Industry, Business Alliances
Education
Adelphi University
MBA, Human Capital Strategy & Management
Citibank, N.A. January 1988 - December 1994
CBS Inc. June 1973 - December 1985
Skills
Customer Service, Financial Analysis, Strategic Planning, Process Improvement, Business Analysis, Marketing
Education
City University of New York-Herbert H. Lehman College
Business Administration
Sentinel Real Estate Corp. 1985 - Present
Loeb Partners Realty 1983 - 1985
Fidinam (U.S.A.) 1982 - 1983
Citibank, N.A. 1978 - 1982
Skills
Real Estate, Acquisitions, Due Diligence, Luxury, Property, Property Management, Negotiation, Disposition, Commercial Real Estate, Equities, Mergers & Acquisitions, Asset Managment, Asset Management, Management, Contract Negotiation, Apartments, Construction, Residential Homes, Real Estate Economics, Strategy, Investments, Portfolio Management, Retail, Investment Properties, Real Estate Development, Dispositions
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
University of Virginia 1971 — 1975
BA, Economics
The Lawrenceville School 1966 — 1971
Citibank, N.A. February 2013 - Present
PNC Bank - Mortgage Company January 2010 - February 2013
Skills
Close to 20 years in..., Residential Mortgages, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, FHA financing, FHA, Refinance, Credit Analysis, VA loans, Loans
Education
Barry University
Barry University, Accounting and Finance
Ballooning Nest Eggs, Inc. 2012 - March 2013
Time Inc. 1995 - 1998
GE Capital 1994 - 1995
Bank of Montreal 1992 - 1994
Citibank, N.A. 1989 - 1992
Education
Columbia Business School 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Washington University in St. Louis 1979 — 1983
Bachelor of Science, Business Administration, Marketing
'N/A' January 2000 - Present
American Red Cross Metro New York North September 2011 - January 2015
Greenwich Chapter of the American Red Cross January 2008 - August 2011
Greenwich Chapter of the American Red Cross 1994 - 2008
Citibank, F.S.B. 1993 - 1998
Citibank, N.A. 1988 - 1993
Dean Witter Reynolds 1985 - 1988
Skills
Non-profits, Fundraising, Volunteer Management, Public Speaking, Board Development, Strategic Planning, Social Networking, Board Relations, Non-profit Board..., Disaster Response, Board Governance, Marketing, Advertising, Business Planning, Coaching, Customer Service, Management, Microsoft Office, Nonprofits, Sales, Teamwork, Time Management
Education
Case Western Reserve University 1980 — 1984
B.A., English, minor in Psychology and Modern Dance
Kent School 1977 — 1980
Connecticut
Colgate University
EMC June 2014 - Present
Citibank, N.A. June 2012 - June 2014
Sovereign Bank March 2011 - June 2012
Citizens Bank March 2009 - March 2011
NE Moves Mortgage May 1997 - March 2009
BANCBOSTON MORTGAGE May 1992 - May 1997
KEYSTONE MORTGAGE August 1986 - April 1992
Skills
FHA, Mortgage, VA, Refinance, Mortgage Banking, Residential Mortgages, Purchase, Mortgage Lending, Conventional, First Time Home Buyers, Loan Origination, Homeowner's Insurance, Auto Insurance, HARP 2.0, Soft Second, Condo H06 Ins., USDA, FHA financing, Homeowners, Underwriting, Banking, Government Loans, Condos, Credit Analysis, Referrals, Loans, Investment Properties, Construction Loans, VA loans, Reverse Mortgages, Mortgage Underwriting, Commercial Lending, Insurance, Sellers, Credit, Real Estate, Consumer Lending, Foreclosures, Home Equity Lines of..., Retail Banking, Non-Conforming, Real Estate Economics, Residential Homes, Lines Of Credit, Home Equity Loans, HUD, Commercial Mortgages, Portfolio Management, Real Estate Financing, REO
Education
Boston College 1980 — 1986
BA, Business Administration and Management, General
Boston College High School 1976 — 1980
SpotlightLocal.tv November 2013 - Present
ReadySetBoom.com & SpotlightLocal.tv November 2012 - Present
American Homeowners Association; Baby Boomers Retirement Network June 1994 - 2008
Realhome.com 1999 - 2002
Mortgage Monitor 1990 - 1994
Nantucket Properties and Partnership Equities Corporation 1985 - 1989
Financial Marketing Corporation of America (FMCA) 1982 - 1987
The Best Years Guide to Better Retirement Living 1979 - 1982
Citibank, N.A. 1977 - 1981
Skills
Entrepreneurship, Strategic Planning, Marketing Strategy, Small Business, Strategy, Start-ups, Strategic Partnerships, Online Marketing, E-commerce, Business Strategy, Marketing, Lead Generation, New Business Development, Team Building, Business Planning, Online Advertising, Mergers & Acquisitions, Integrated Marketing, Social Media Marketing, Email Marketing, Public Speaking, Budgets, Retail, Advocacy, Direct Marketing, Leadership, Advertising, CRM, Marketing Management, Digital Marketing, Publishing
Education
Harvard Business School 1975 — 1977
MBA, General Management, Top Third of Class
Brown Univ. 1972 — 1974
A.B., Urban and American Studies
Brown University 1972 — 1974
A.B., Urban & American Studies
Tufts University 1970 — 1972
Urban Studies/Affairs
Citi February 2015 - Present
Citibank NA August 2011 - Present
FlooringMaster, LLC January 2005 - October 2010
Citi February 2002 - January 2005
Skills
Banking, Retail Banking, Risk Management, Spanish, Credit Cards, Financial Analysis, Credit Risk, Financial Services
Education
University of South Florida - College of Business Administration 2005 — 2010
BS, Finance
Citibank, N.A. September 1986 - Present
Graniteville Company November 1975 - August 1986
Skills
Credit, Credit Risk, Financial Services, Corporate Finance, Commercial Banking, Derivatives, Loans, Investment Banking, Alternative Investments, Banking, Structured Finance, AML, Bloomberg, Private Banking, Credit Analysis, Commercial Lending, Portfolio Management, Risk Management, Investments, Relationship Management, Equities, Wealth Management, Operations Management, Team Management, Loans Administration, Wealth Management..., Team Leadership, Fixed Income, Financial Structuring
Education
Hunter College 1987 — 1994
Bachelor of Applied Science (B.A.Sc.), Sociology
Pace University - Lubin School of Business 1979 — 1984
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
SOUTHERN TRUST MORTGAGE November 2011 - March 2015
Wells Fargo Home Mortgage December 2009 - September 2011
SunTrust Mortgage March 2008 - December 2009
Mid-Atlantic Mortgage Corportion October 2000 - 2007
Citibank, N.A. May 1970 - January 1992
Skills
Refinance, Reverse Mortgages, Mortgage Banking, FHA, Residential Mortgages, Banking, Finance, Certified Mortgage..., Government Loans, Mortgage Lending, Referrals, VA loans, Retirement, Loan Origination, FHA financing, Short Sales, USDA, Real Estate, Construction Loans, Seniors, REO, Investment Properties, Credit, First Time Home Buyers, Loans, Mortgage Underwriting
Education
Columbia University - Columbia Business School 1980 — 1981
Master of Science, Business Policy
BNY Mellon July 2014 - Present
Fitch Ratings September 2011 - Present
Carolinas Healthcare System February 2010 - May 2011
Deutsche Bank October 2001 - July 2009
Fleet Securities, Inc. October 1999 - October 2001
Citibank, N.A. October 1989 - October 1999
Skills
Operations Management, Management, Accounts Receivable, Travel Management, Account Reconciliation, Accounts Payable, Customer Service, Executive Calendar..., Finance, Time Management, Accounting
Education
Central Piedmont Community College 2009 — 2010
The Borough of Manhattan Community College 1999 — 2001
A.A.S., Accounting
Citibank, N.A. January 2013 - Present
Citibank, N.A. June 2005 - December 2012
Citibank, N.A. December 2003 - May 2005
Coats Bangladesh Ltd. September 2002 - November 2003
Silicon Soft February 2002 - August 2002
Skills
Vendor Management, Database Management, Budgeting, IT Strategy, Procurement, Process Engineering, Security Audits, Project Implementation, IT Operations, Business Solutions, Application Management, IT Business Analysis, Tech Room Management, Wintel Technology, Symantec Backup, ATM
Education
Khulna University 1997 — 2001
Bachelor of Science, Computer Science & Engineering
Rajshahi Cadet College 1994 — 1996
HSC (Higher Secondary School), Science
Rajshahi Cadet College 1990 — 1994
SSC (Secondery School Certificate), Science
Continental Home Loans Inc. June 2013 - Present
Citibank, N.A. September 2010 - June 2013
Coface Services North America August 2006 - June 2008
Child Center of NY August 2002 - August 2006
Flatiron News 2002 - 2002
Skills
Notary Public, Bilingual-Spanish, Medallion Signature..., Registered Mortgage..., Credit, Mortgage Lending, Securities
Education
Touro College Jacob D. Fuchsberg Law Center 2014 — 2017
Juris Doctor, Law
New York Law School 2011 — 2012
Financial Services Law Course, Law, A
Keller Graduate School of Management 2009 — 2011
Business Organization and Management
University of Notre Dame 2009 — 2009
Scholarship Program, Leaders In Transition- Career Management Program
New York University 2004 — 2005
Certificate, Fundraising and Public Relations for Nonprofits
City University of New York-Hunter College 1997 — 2001
BS, Business Economics
Bank of America October 2011 - Present
Family Business Association January 2010 - Present
WorldBoston September 2008 - Present
The Women's Lunch Place 2008 - Present
Citibank, N.A. December 2007 - October 2011
Bank of America June 2003 - December 2007
American Material Handling Corp. 1994 - 2003
Skills
Banking, Loans
Education
Bridgewater State University
B.S, Physical Education, Exercise Science
Sandler Sales Institute
Tokyo Greenwich Partners USA, LLC 2009 - Present
Citibank Japan 2007 - 2007
Citifinancial Japan 2003 - 2006
Citigroup Asset Management 2000 - 2003
Citibank Japan 1997 - 2000
Citicorp Investment Services 1995 - 1997
Citibank, N.A. 1974 - 1994
Education
New York University - Leonard N. Stern School of Business 1972 — 1974
MBA, Finance/International Business
Baldwin Wallace University
BS, Mathematics
UBS April 2013 - Present
UBS May 2009 - March 2013
Barclays Capital/Lehman Brothers October 2008 - May 2009
Lehman Brothers (New York, NY) August 1999 - October 2008
Telecom Financial Services Ltd, India May 1995 - June 1996
Citibank, N.A. May 1994 - October 1994
Bansi S. Mehta & Company, India April 1991 - April 1994
Skills
Banking, Economics, Investment Banking, Capital Markets, Investor Relations, Developing Client..., Auditing, Account Management, Financial Analysis, Financial Reporting, Forecasting, Forensic Accounting, Customer Facing, Trade Facilitation, Event Planning, Management, Equities, Analysis, Asset Management, Customer Experience..., Corporate Finance, Financial Modeling, CRM, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Financial Services, Credit, Structured Products, Hedge Funds, Alternative Investments, Emerging Markets, Bonds, FX Options, Financial Markets, Securities, Trading, Private Equity, Structured Finance, Credit Derivatives, Financial Structuring
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst, CFA
Global Association of Risk Professionals
Financial Risk Manager, FRM (Financial Risk Management)
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Finance, Marketing and Strategy
University of Michigan 1995 — 1996
Masters in Applied Economics, Applied Economics
The Institute of Chartered Accountants of India 1991 — 1994
Chartered Accountant, Accounting, Taxation, Corporate Law
University of Mumbai 1984 — 1991
BCOM, Commerce
Citi April 2013 - Present
UBS Investment Bank August 1997 - November 2012
Citibank, N.A. October 1994 - July 1997
Cadbury Beverages July 1994 - October 1994
KGFI June 1993 - December 1993
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Data Warehousing, Reference Data, Investment Banking, Fixed Income, US Equities, High Frequency Trading, Equities Technology, Securities Regulation, Data Analysis, Market Structure, Databases, ETFs, FINRA, Trade Compliance, Data Mining, Technology Management, Information Management, Volume Testing, Market Data, Derivatives, Product Design, Technology, Hedge Funds, Fix Protocol, Equities, Capital Markets, Management, Risk Management, Financial Services, SQL
Education
Bucknell University
Bachelor of Arts
Capital One June 2015 - Present
Citibank, N.A. February 2013 - October 2014
Citibank January 2011 - February 2013
JPMorgan Chase June 2004 - March 2010
JPMorgan Chase February 2003 - June 2004
Morgan Stanley September 2001 - February 2003
Westrock Advisors, Inc February 2001 - September 2001
Global Capital (formerly J.B. Sutton Group, LLC) September 1998 - February 2001
Skills
Loans, Budgets, Leadership, Financial Services, Finance, Strategic Financial..., Management, Cross Selling, Customer Service, Mutual Funds, Financial Risk, Sales, Banking, Insurance, Credit, Credit Analysis, Retail Banking, Relationship Management, Portfolio Management, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Investments
Education
Cazenovia College
Queensborough Community College
Legg Mason December 2005 - Present
Citigroup Asset Management 2001 - 2005
SSB Citi Asset Management 1997 - 2001
Citibank, N.A. 1992 - 1997
Citibank, N.A. 1990 - 1992
Integrated Resources, Inc. 1982 - 1990
DeLorean Motor Company 1980 - 1982
Skills
Hedge Funds, Fixed Income, Finance, Fund Administration, Investment Management, Investment Advisory
Education
Adelphi University
MBA, Finance
Dowling College
BBA, Accounting
Citibank, N.A. February 2011 - Present
Thompson Coburn LLP September 2002 - February 2011
Skills
Litigation, Business Litigation, Legal Research, Mediation, Trials, Banking Law, Real Estate, Consumer Law, Securities Litigation, Regulatory Analysis, Financial Services, Courts, Dispute Resolution, Legal Compliance, Document Review, Legal Assistance, Litigation Management, Litigation Support
Education
Boston College Law School 1999 — 2002
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts with Highest Distinction, Political Science, Anthropology
Belleville Township High School - West
Bioforce USA 2005 - Present
Auriemma Consulting Group 2000 - 2005
ABKIT, Inc. 1994 - 1998
ABKIT, Inc. 1994 - 1998
Citibank, N.A. 1987 - 1994
Ogilvy & Mather 1983 - 1987
Skills
Strategic Planning, Strategy, New Business Development, Business Strategy, Research, Product Development, Marketing Strategy, Start-ups, Financial Services, Direct Marketing, Market Research, Marketing, Consumer Products, Supplements, Negotiation, Contract Negotiation, Strategic Partnerships
Education
New England Conservatory of Music 1977 — 1980
B.M., Applied Voice
Bates College 1975 — 1977
NA, Mathematics/Pre-Med
Bank Hapoalim November 2012 - Present
Bank Hapoalim December 2010 - November 2012
CITIBANK, N.A. 2004 - 2010
CITIBANK, N.A. 2000 - 2004
CITIBANK N.A. 1996 - 2000
BANK OF AMERICA 1989 - 1996
BANK OF AMERICA 1989 - 1993
Skills
Risk Management, Software Documentation, CRM, Project Management, Financial Risk
Education
Broward College 2010 — 2012
Business Administration/Accounting
Loyola Marymount University August 2012 - Present
American Honda Finance Corporation May 2014 - August 2014
American Honda Finance Corporation May 2013 - August 2013
Ateneo de Manila University June 2011 - July 2011
Citibank, N.A. January 2009 - May 2011
Chevron Philippines Inc. July 2007 - October 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Data Mining, Tableau, Data Presentation and..., Project Management, Research, Analysis, Financial Analysis, Management, Data Quality Control, Retail Marketing, Reporting & Analysis, Corporate Sales..., Training and Development, Budget Management, Event Planning, Communication and..., Relationship Management, Coaching
Education
Loyola Marymount University 2012 — 2016
MBA Candidate 2016
Ateneo de Manila University 2003 — 2007
Bachelor of Science
Hong Kong Baptist University 2005 — 2005
Junior Term Abroad
Opportunity Consulting & Development, Inc. August 2013 - Present
CAREEROPTIONS 4U, CORP. January 2014 - Present
Rubin Group Real Estate,LLC August 2013 - Present
DAYTON & SYDNEY Wealth Strategies Group January 2014 - February 2015
BB&T August 2011 - August 2013
Citibank, N.A. May 2005 - August 2011
Skills
Banking, Finance, Leadership, Financial Services, SBA, Small Business, Small Business Lending, Credit, Loans, Business Development, Commercial Banking, Commercial Lending, Revolving Lines of..., Real Estate, Cash Management, Asset Based Lending, Financial Analysis, Strategic Planning, Consulting, Portfolio Management, Executive Management, Business Process..., Strategy, Financial Institutions, Community Banking, Credit Risk, Risk Management, Managing Finances, QuickBooks, Microsoft Office, Management Accounting, Bookkeeping, Business Analysis, Program Management, Business Strategy, Business Growth..., Managing Workflow, Managing Processes, Career Development..., Certification Management, MBE, Loan Origination, Asset Management, Insurance
Education
Colorado State University 1981 — 1983
BA, Social Science
University of Colorado Boulder 1979 — 1981
Bachelor of Arts (B.A.) - degree course work, Social Science
Metropolitan State University of Denver 1983 — 1985
Degree course work, Finance
Citibank, N.A. December 2014 - Present
Avis Budget Group June 2004 - November 2014
Sprint October 1999 - May 2004
Carrier Commercial Refrigeration February 1997 - September 2000
Skills
Employee Relations, Customer Service, Team Building, Sales, Negotiation, Microsoft Excel, Microsoft Office, Sales Management, Revenue Analysis, Management, Sales Process, Customer Satisfaction, Budgets, Sales Operations, Leadership, New Business Development, Strategic Planning, Forecasting, Inventory Management, Public Relations, Time Management, Data Analysis, Analysis, Training, Team Leadership
Education
Barry University 2010 — 2011
Master's degree, Professional Administration
Barry University 2008 — 2010
Bachelor's degree, Professional Administration w/Minor in Human Resources
Miami Dade College 2004 — 2007
Associate of Science (A.S.), Computer Information Technologies
Citibank, N.A. January 2011 - Present
Concentra 2005 - 2010
Skills
Operations Management, Team Leadership, Team Building, Customer Service, Account Management, Strategic Planning, Budgets, Contract Negotiation, Management, Business Development, Leadership, Strategy, Cross-functional Team..., CRM, Financial Analysis, Sales
Education
Baker University 1990 — 1992
Bachelor of Arts (BA), Physical Education Teaching and Coaching
USIU 1989 — 1990
None, Physical Education Teaching and Coaching
Hallmark Cards April 2004 - Present
Free-lance September 1987 - April 2004
Citibank, N.A. June 1985 - February 1987
Skills
B2B, Speech Writing, Agile Methodologies, Corporate Communications, Writing, Editorial Consulting, Brand Management, Content Development, Creative Direction, Content Management, Project Management, Editorial, Email Marketing, Marketing, Budgets, Public Relations, Creative Writing, Content Strategy, Research, Storytelling, Books, Publishing, Integrated Marketing, Nonprofits, Advertising, Strategic Planning, Marketing Communications, Press Releases, Copy Editing, Editing, Retail, Copywriting, Team Leadership, Journalism, Creative Strategy, Marketing Strategy, Direct Mail, Product Development, Web Content, Newsletters, Publications, Blogging, Work Process Development, Agile Project Management, Brand Development, Software Project...
Education
Barnard College 1975 — 1978
B.A., English
Bard College 1974 — 1975
B.A.
CCDS
PMB Helin Donovan September 2015 - Present
Texas State University January 2014 - May 2015
PMB Helin Donovan September 2013 - December 2013
Texas A&M University Computing & Information Services October 2012 - August 2013
Indonesian Student Association August 2012 - July 2013
Citibank, N.A. May 2012 - August 2012
Skills
Accounting, Financial Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Microsoft Word, Account Reconciliation, General Ledger, Microsoft Office, PowerPoint, Tax Returns, Internal Audit, Great Plains Software, SAS programming
Education
Texas State University 2014 — 2015
Master, Accounting
Texas A&M University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Blinn College 2009 — 2011
Business Administration and Management, General
SMAK 1 BPK Penabur Jakarta 2006 — 2009
CrossCountry Mortgage, Inc. February 2015 - Present
Citibank, N.A. April 2010 - February 2015
CitiMortgage, Inc March 2007 - April 2010
ABN AMRO Mortgage Group January 2004 - March 2007
Envision Real Estate Software, Inc January 1997 - January 2004
Interactive Inc. January 1994 - January 1997
Skills
Strategy, Mortgage Lending, Real Estate, Marketing, Sales, Management, Direct Sales, Loans, Contract Negotiation, Team Building, Training, Banking, New Business Development, Investment Properties, Mergers & Acquisitions
Education
Central Michigan University 1988 — 1990
BA, Communications / Marketing
Albion College 1986 — 1988
Economics
Brother Rice High School 1983 — 1986
Shenwan Hongyuan Securities Group. March 2014 - May 2014
Citibank, N.A. September 2012 - March 2013
China National Grand Theater May 2010 - September 2010
Beijing Tongzhou District Television Station June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, 管理人员, 项目管理, 战略规划, 领导力, Microsoft Word, 预算, 财务, Leadership
Education
Beijing Technology and Business University 2013 — 2016
Finance, Master of Finance(3.8/5)
Northern Illinois University 2014 — 2015
MBA, Master of Business Administration (M.B.A.)(3.7/4)
Beijing Technology and Business University 2009 — 2013
Statistics, Bachelor of Science (BS)(GPA 3.86)
East West Bank August 2015 - Present
LACERA June 2015 - August 2015
Citi Investment Banking, Real Estate June 2014 - August 2014
Citibank, N.A. July 2005 - July 2013
Skills
Mortgage Lending, Credit Analysis, Valuation, Finance, Banking, Loans, Credit, Commercial Banking, Financial Analysis, Management, Financial Modeling, Corporate Finance, Retail Banking, Small Business Lending, Leadership, Strategy, Commercial Lending, Public Speaking, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Real Estate
Georgetown University - The McDonough School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, International Business, and Economics
Conde Nast July 2007 - Present
Conde Nast September 2005 - July 2007
Conde Nast March 2001 - September 2005
Conde Nast September 1999 - February 2001
Conde Nast September 1998 - August 1999
Citibank N.A. June 1995 - September 1998
Citibank, N.A. July 1993 - June 1995
Skills
Accounts Receivable, Billing, Spanish translation, written Spanish, Customer Focus, Banking Operations, Account Reconciliation, Accounting, Advertising, Auditing, Banking, Cash Management, Core Banking, Customer Oriented, Event Planning, Customer Service, General Ledger, Finance, Invoicing, Magazines, Management, Microsoft Office, PeopleSoft, PowerPoint, Microsoft Excel, Spanish, Microsoft Word
Education
Borough of Manhattan Community College
Citibank, N.A. July 2014 - Present
California Sunset Realty July 2007 - April 2014
Opteum Financial Services April 2004 - June 2007
Countrywide Home Loans January 1997 - April 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Finance, Risk Management, Financial Analysis, Banking, Mortgage Lending, Business Development, Sales Management, Credit, Loans
Education
California State University-Fullerton 1989 — 1992
Bachelor's of Arts, Business Administration
Citibank, N.A. November 2014 - Present
Bank of the West January 2014 - October 2014
Bank of the West July 2010 - October 2014
Bank of the West June 2008 - June 2010
Wells Fargo December 2001 - June 2008
Skills
Loans, Investments, Refinance, Mortgage Lending, Financial Analysis, Accounting, Underwriting, FHA, Mortgage Banking, Mortgage Underwriting, Banking, Credit, USDA, Asset Management, Wealth Management, Real Estate Economics, Residential Mortgages, Portfolio Management, Real Estate, Mortgage Marketing, Sales, Loan Origination, Commercial Mortgages, Small Business Lending, Commercial Lending, Consumer Lending, Home Equity Lines of..., Commercial Banking, Home Equity Loans, Credit Analysis, Risk Management, Relationship Management, Construction Loans, VA loans
Education
California Polytechnic State University-San Luis Obispo 1987 — 1991
B.S., Business Administration
Self-Employed January 2015 - Present
Home and Abroad August 2014 - Present
RIverside Language Program August 2008 - August 2014
York College Adult Learning Center, Research Foundation, CUNY, New York September 2001 - August 2008
Citibank, N.A. November 1980 - June 1996
Skills
Qualitative Research, Invoicing, Curriculum Design, Loans, Public Speaking, Student Development, Instructional Technology, College Teaching, University Teaching, Distance Learning, Classroom, Teaching, ESL, Academic Advising, Adult Education, Program Development, Curriculum Development, Statistics, Courses, Student Affairs, Tutoring, Instructional Design, Higher Education, Grant Writing, Teaching Writing, Research, Theory
Education
City University of New York-Hunter College 2004 — 2007
Master of Arts (M.A.), TESOL
Weber State University, Ogden, Utah
Bachelor of Arts (B.A.), English and Music Education
In House Marketing LLC January 2015 - Present
Barbra Wolfe January 2015 - Present
lia sophia October 2011 - December 2014
Golden Gate Hotel & Casino December 2010 - August 2012
Baby's Bounty December 2009 - December 2010
M Resort January 2009 - September 2009
Riviera Hotel & Casino August 1993 - December 2008
Women's Club of Summerlin January 2005 - December 2007
1st Nationwide Bank 1982 - 1990
Citibank, N.A. October 1978 - December 1981
Skills
Marketing, Marketing Strategy, Email Marketing, Web Design, SEO, Web Services, Brand Development, Social Media Marketing, Event Management, CRM, Casino, Database Marketing, Leadership, Team Building, Management, Sales, Direct Marketing, Loyalty Programs, Hospitality, Budgets, Creative direction, Marketing copy, web..., Corporate Events, Hotels, Gaming Industry, Loyalty Marketing, Gambling, Online Marketing, Social Networking, Advertising, Retail, Social Media, HTML 5, Photoshop Elements, Direct Mail, E-commerce, Customer Acquisition, Entrepreneurship, Event Planning, Resorts, Trade Shows, Public Relations, Marketing Communications, Sales Process, Strategic Partnerships, Hospitality Industry, Project Planning, Relationship Marketing, Gaming, Strategic Planning
Education
State University of New York at Stony Brook
BA, Political Science, Magna Cum Laude
Baruch College, City University of New York (CUNY)
MBA, Marketing Management
University of Nevada-Las Vegas
CSSN
Maria Regina DHS
Citibank, NA July 2015 - Present
Wells Fargo February 2015 - July 2015
Bank of America January 2008 - May 2013
Countrywide Bank May 2005 - January 2008
Washington Mutual November 2001 - May 2005
Skills
Business Development, Sales, Crisis Management, Relationship Management, Profit Maximization, Sales Presentations, Public Speaking, Business Analysis, Strategic Planning, Business Process..., Microsoft Office, Financial Analysis, Marketing Strategy, Finance, Profit Margins, Budgets, Management
Education
University of Southern California 2002 — 2004
MA, Strategic PR-Crisis Management
University of Washington 1997 — 2001
BA, Communications and Political Science
Citibank, N.A. June 2014 - Present
Wells Fargo Home Mortgage January 2013 - June 2014
Ticor Title Company October 2010 - January 2013
Ledson Winery & Vineyards August 2008 - October 2008
The Olive Garden October 2007 - May 2008
Fidelity National Title July 2006 - December 2006
Ticor Title Company August 2005 - June 2006
Soltman, Levitt & Flaherty, Esq. July 2004 - August 2005
Skills
Highly detail oriented, Commitment to Customer..., Self-motivated Team..., Thrive in A Fast-paced..., Resourceful..., Superior Computer Skills, Minimal Supervision, Organizational..., Professional..., Escrow, Customer Service, Refinance, Sales, Residential Mortgages, Title Insurance, Purchase Transactions, Efficiency, Commercial Real Estate, Underwriting, Residential Homes
Education
California Lutheran University
Business Management
Sonoma State University
Major: International Business, Minor: Art History
Citibank, N.A. March 2010 - December 2014
Shayan August 2006 - November 2009
Bernini 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Marketing, Sales, Training, Strategic Planning, Leadership, Management
Education
California State University-Dominguez Hills 2012 — 2015
Health/Health Care Administration/Management, 3.9 GPA
El Camino College 2007 — 2010
Associate's Degree, General Studies, 3.8 GPA
Citibank NA November 2010 - June 2015
LinearOne, Inc. November 2008 - November 2010
BankUnited September 2006 - November 2008
HSBC Bank USA, NA September 1988 - September 2006
Skills
Leadership, Risk Management, Program Management, Strategic Planning, Banking, Management, Community Development, Management Consulting, Organizational..., Loans, Policy, Due Diligence, Financial Services, Portfolio Management, Public Speaking, Finance, Start-ups, Executive Management, Strategy, Volunteer Management
Education
University of South Florida
Loeb & Loeb LLP July 2010 - Present
Cozen O'Connor Public Strategies 2009 - 2010
WolfBlock LLP 2001 - 2009
Greenberg Traurig, LLP 1998 - 2001
Patterson Belknap Webb & Tyler LLP 1992 - 1998
Citibank, N.A. 1989 - 1991
Citibank, N.A. 1986 - 1989
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
CIO & VP, Group Benefits Technology, The Hartford October 2011 - Present
The Hartford July 2001 - October 2011
The Hartford September 1995 - June 2001
Citibank, N.A. September 1992 - August 1995
Tata Consultancy Services September 1989 - August 1992
Skills
Program Management, IT Outsourcing, Governance, Vendor Management, Project Delivery, SDLC, Change Management, Resource Management, IT Transformation, Project Portfolio..., Leadership, Information Technology, Building Relationships, Solution Architecture, IT Management, Business Acumen, Business Process..., IT Operations, IT Strategy, IT Financial Management, Insurance, Talent Management, Team Management, PMO, Business Process, IT Governance, Technology Roadmapping, Business Transformation, Strategy, Talent Development, Turnaround Experience, Driving Results, Innovation, Trusted Advisor, ROI Accountability, Outsourcing
Education
University of Alabama 1987 — 1989
MS, Electrical Engineering
Birla Institute of Technology 1983 — 1987
Bachelor of Engineering, Electronics & Communications
St. Joseph Health System/Santa Rosa Memorial Hospital Foundation November 2012 - Present
Adolescent Bipolar Foundation June 2008 - June 2011
Citibank, N January 1982 - January 1987
Citibank, N.A. January 1976 - January 1981
Skills
Fundraising, Annual Giving, Grant Writing, Fundraisers, Budgets, Nonprofits, Research, Program Development, Non-profits, Volunteer Management
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance
Wellesley College 1969 — 1973
Bachelor of Arts, History
Palos Verdes High School 1967 — 1969
Citibank, N.A. September 2009 - Present
Land Home Financial Services 2008 - 2009
Indymac Bank 2005 - January 2008
NovaStar Mortgage 2001 - 2005
Household Finance 1995 - 2000
Household Finance 1995 - 2000
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Underwriting, VA loans, Residential Mortgages, Loans, Loan Origination, Credit, Finance, Real Estate, Banking, FHA financing, Credit Analysis, USDA, Mortgage Underwriting, Loss Mitigation, Reverse Mortgages, Mortgage Servicing, Loan Servicing
Education
California State University-Long Beach
Bachelors, Finance Investments
El Camino College
Leuzinger High
Global Development Solutions, LLC 2010 - Present
Sahara Soul Travel 2005 - Present
Rochdale Investment Management 1997 - 2008
Jumbotronic International SA July 1994 - October 1995
MBA Enterprise Corps 1994 - 1995
Citibank, N.A. June 1993 - August 1993
Office of Thrift Supervision, U.S. Treasury Department 1989 - 1992
General Motors Austria, GmBH 1988 - 1988
Skills
Marketing, Strategic Planning, Business Development, Marketing Strategy, Product Management, Market Research, Competitive Analysis, Product Development, SME development, Media Relations, Financial Analysis, International..., Financial Modeling, Asset Management, Alternative Investments, Strategic Partnerships, Strategy, Marketing Communications, Investments, Portfolio Management, Valuation, Social Media, Marketing Management, International Business, Training, Management, Finance, Risk Management, Mutual Funds, Economics, Value Chain Analysis, Economic Development, Climate Change, Sustainable Development, Communication, Relationship Management, Wealth Management, Emerging Markets, Policy Analysis, Investment Management, Investment Strategies, Hedge Funds, Investment Advisory, Asset Allocation, Market Analysis, Business Planning, Business Strategy, Analysis
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
American University 1985 — 1989
BSBA
American University Center in Vienna 1988 — 1988
North Ridgeville High School
BEAUTYBATHBODYBEYOND.COM January 2005 - Present
ANDALOUS TRAVEL, BEAUTYBATHBODYBEYOND.COM,KM CONSULTING GROUP January 2002 - Present
ICCNY September 1999 - July 2002
RLBF @ ASSOCIATES INC. September 1992 - December 1996
KRESS TRAVEL February 1993 - December 1994
RLBF & ASSOCIATES INC. September 1992 - December 1994
Republic New York Securities Corporation January 1992 - December 1994
REPUBLIC NATIONAL BANK OF NEW YORK December 1985 - June 1991
DOUGLAS FAIRBANKS, JR. June 1984 - December 1985
CITIBANK, N.A. December 1979 - June 1984
Skills
PUBLIC RELATIONS, ADVERTISING AND..., Copy Editing, Proofreading, Retail Sales, Banking, Resume Writing, Trade Compliance, Legal Writing, WEBSITE SALES, Event Planning, Airline Reservations, Itineraries, Customer Relations, Customer Support, Systems Management, Software Documentation
Education
STAFF RELATIONS - OFFSITE CITIBANK MANAGEMENT COURSES 1979 — 1984
FOCUSING ON COMPLIANCE, HUMAN RESOURCES, WORKPLACE ISSUES
City University of New York-College of Staten Island 1980 — 1981
UNDERGRADUATE COURSES ONLY, MANAGEMENT THEORY ORGANIZATION, SPEECHWRITING, COMMUNICATION, FRESHMAN
DIGITAL EQUIPMENT CORPORATION (DEC) 1980 — 1980
LARGE MAINFRAME SYSTEM OPERATIONS MANAGEMENT PDP 1170, BASIC PROGRAMMING
COMMACK HIGH SCHOOL SOUTH 1967 — 1971
High School, NYS REGENTS BUSINESS DIPLOMA, 9-12
Berkeley Research Group LLC February 2011 - Present
State Bar Business Law Section 2014 - 2015
State Bar Business Law Section 2014 - 2015
Association of Corporate Counsel 2014 - 2015
Citibank, NA May 2001 - 2007
California Federal Bank May 1997 - May 2001
Golden Gate University School of Law 1991 - 1995
Golden Gate University School of Law 1991 - 1995
Severson & Werson February 1987 - November 1991
Severson & Werson March 1982 - January 1987
Skills
Litigation, Commercial Litigation, Class Actions, Securities, Business Development, Intellectual Property, Securities Regulation, Bankruptcy, Corporate Governance, Due Diligence, Nonprofit management, Litigation Support, Employment Law
Education
Stanford University
MA/BA, Sociology/English
University of Southern California
Doctor of Law (JD), Law
Morgan Stanley Wealth Management September 2005 - Present
ActivePrime, Inc. June 2004 - August 2004
Citbank, N.A. January 2002 - August 2003
Citibank, N.A. November 1996 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Marketing
Barnard College 1992 — 1996
B.A., Psychology
Yoga For Life April 2012 - Present
Yogaholic April 2011 - Present
Inspirational Balance Healing Trio February 2003 - Present
Yoga for Everyone Healing Studio May 2007 - October 2011
Standard Microsystems Corporation (Part of Microchip, Inc.) April 2009 - May 2009
SMSC July 1994 - November 2001
Citibank, N.A. January 1990 - July 1994
Ernst & Young September 1985 - December 1989
Skills
Kundalini Yoga, Microsoft Word, Wellness, Healing, Stress, Prenatal Care, Corporations, Fitness, Public Speaking, Team Building, Customer Service, Microsoft Office, Coaching, Yoga, Energy Healing, Holistic Health, Wellbeing, Mental Health, Lifestyle, Wellness Coaching, Stress Management, Treatment, Meditation, Relaxation, Supplements, Lifestyle Coaching, Alternative Medicine, Weight, Nutritional Counseling, Prevention, Fitness Training, Sports Nutrition
Education
Kundalini Yoga as Taught by Yogi Bhajan 2003 — 2003
Certified Kundalini Yoga and Meditation Teacher, Kundalini Yoga, Meditation and Prenatal
Adelphi University 1981 — 1985
BBA, Accounting
CIBC March 2014 - Present
CIBC July 2010 - March 2014
CIBC July 2008 - July 2010
CIBC November 2007 - July 2008
BrokerLink June 2006 - November 2007
AIG Credit Cards September 2004 - January 2006
Citibank, N.A. January 2002 - August 2004
Skills
Portfolio Management, Business Analysis, Banking, Product Management, Business Strategy, Business Development, Relationship Management, Analytics, Business Process..., Financial Modeling, Financial Services, Marketing, Retail Banking, Strategy, Risk Management, Project Management
Education
Ateneo de Manila University 1987 — 1991
BS, Management Engineering
Ateneo de Manila University 1987 — 1991
BS, Management Engineering
Grace Christian High School 1970 — 1987
Lake Bluff School January 2010 - March 2013
Sempra Energy 2005 - 2006
Dresdner Kleinwort Wasserstein 2000 - 2002
City University 1996 - 2000
Citibank, N.A. 1994 - 1995
Trutzschler GmbH & Co July 1992 - August 1992
Skills
Mergers, Business Strategy, Financial Analysis, Budgeting, Forecasting, Energy, Budgets, Corporate Finance, Strategy, Mergers & Acquisitions, Investment Banking, Financial Modeling, Management, Finance, Program Management, Project Planning, Strategic Planning, Project Management
Education
London School of Economics and Political Science 1993 — 1994
Master of Science
City University (GB) 1990 — 1993
Bachelor of Science
Verizon September 2014 - Present
Redbox Instant by Verizon August 2013 - August 2014
Microsoft August 1999 - September 2005
Electronic Arts July 1998 - September 1998
Citibank, N.A. April 1997 - August 1997
Citibank, N.A. July 1996 - March 1997
RGTI Systems/Software June 1995 - August 1995
RI State Government July 1994 - August 1994
L. G. Balfour Company June 1994 - June 1994
Skills
Usability, User Experience, Software Engineering, Software Development, Mobile Applications, HTML, User Interface, Programming, Software Design, Agile Methodologies, Integration, C#, XML, Scrum
Education
Stanford University 1997 — 1999
M.S., Computer Science
Columbia University in the City of New York 1992 — 1996
B.S., Computer Science
Deutsche Bank November 2012 - Present
Deutsche Bank April 2002 - November 2012
Deutsche Bank January 1999 - April 2002
Bankers Trust April 1994 - January 1999
Bankers Trust January 1989 - April 1994
Bankers Trust January 1987 - January 1989
Bankers Trust April 1984 - January 1987
Citibank, N.A. January 1980 - April 1984
Skills
Strategic Sourcing, Business Analysis, Project Management, Risk Management, Program Management, Vendor Management, Business Process..., Auditing, Purchasing, Investment Banking, MIS, Accounting, Internal Controls, Management, Change Management, Financial Audits, Business Strategy, Human Resources, Leadership, Corporate Finance, Governance, Financial Services, Portfolio Management, Financial Analysis, Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Business Process
Education
Baruch College, City University of New York (CUNY)
BBA, Management
Pace University
MBA, Computer Systems & Information Science
Vitol Inc. July 2009 - Present
ConocoPhillips January 2007 - March 2009
ConocoPhillips January 2003 - December 2006
RWE Trading January 2002 - December 2002
Citibank, N.A. January 1998 - December 2001
Skills
Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Commodity, Credit Analysis, Structured Finance, Energy, SAP, Credit, Capital Markets, Trading, Contract Negotiation, Bloomberg, Finance
Education
University of Tulsa 2005 — 2008
Master of Science, Finance
University of Maryland College Park 1991 — 1996
Columbia University in the City of New York
Associates, Finance
Citibank 2013 - Present
Citibank April 2012 - Present
Citibank, N.A. October 2007 - March 2012
Citibank August 2001 - September 2007
European American Bank March 1983 - July 2001
The Trust Company of New Jersey June 1977 - March 1983
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Credit Analysis, Banking, Middle Market, Portfolio Management, Credit Risk, Consumer Lending, Mortgage Lending, Cash Management, Small Business Lending, Loan Origination, Asset Based Lending, Treasury Management, Lines Of Credit, Commercial Mortgages, Cross Selling
Education
College for Financial Planning 2000 — 2001
CFP, Financial Planning
Fairleigh Dickinson University 1978 — 1980
MBA, Business
Saint Peter's University 1973 — 1977
BS, Accounting
Citibank NA - Global Transactions Services August 2007 - February 2012
Citibank NA 1996 - 2012
Citibank NA - Global Transactions Services January 2006 - October 2007
Citicorp North America Inc. - America's Regional Service Center October 2002 - December 2005
Citicorp North America Inc. - America's Regional Service Center October 1997 - July 2003
Citibank Venezuela July 1996 - October 1997
Banco Latino 1992 - 1996
Skills
Business Strategy, Strategic Planning, Customer Relations, Team Leadership, Spanish, Operations Management, Client Services, International Trade, Relationship Management, Financial Analysis, Financial Services, Process Improvement, Credit, Business Analysis, Risk Management, Banking, Customer Service, Vendor Management, Project Management, Cash Management, Program Management, Management, Strategy, Executive Management, Team Building, Training, Business Planning, Market Research, Sales, Analysis, AML, Portfolio Management, Six Sigma, Business Development, Management Consulting, CRM, Payments, Software Documentation, Product Marketing, Finance, New Business Development, Trading, Customer Satisfaction, Leadership, Financial Risk, Team Management, Business Process..., Human Resources, Credit Cards
Education
University of South Florida - College of Business Administration 1980 — 1985
Bachelor in Arts, General Business Administration & Finance
La Salle La Colina 1974 — 1978
Bachiller, Ciencias
Union Center National Bank April 2009 - June 2014
UTZ Technologies, Inc. June 1998 - April 2008
Diamond Dealers Club of New York January 1993 - June 1998
Citibank, N.A. October 1984 - January 1993
Continental Group, Inc. June 1977 - October 1984
Skills
Loans, Management, Risk Management, Banking, Commercial Lending, Strategic Planning, Small Business Lending, Credit, Financial Modeling, Underwriting, Venture Capital, Commercial Banking, Mergers & Acquisitions
Education
ABA Stonier Graduate School of Banking 2011 — 2013
Master's Degree, Banking and Financial Support Services
Northwestern University - Kellogg School of Management 1972 — 1974
Master of Business Administration (M.B.A.), Finance, International Business, Organizational Behavior
Wesleyan University 1968 — 1972
Bachelor's Degree, Economics, Econometrics, Modern European History
DLL Financial Services January 2007 - Present
Bangko Rural ng Magarao 1995 - Present
DLL Financial Services 2000 - 2006
RCG Information Technology 1995 - 2000
Alltel 1995 - 1998
Phelps Dodge International Corp. 1991 - 1995
Citibank, N.A. 1990 - 1991
Education
De La Salle University 1986 — 1990
B.S. Computer Science, Major in Information Technology
Universidad de Santa Isabel
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Citibank, N.A. June 2006 - Present
Expert Banking Services January 1999 - June 2006
Profit Technologies Corporation January 1992 - January 1999
Sovran Bank January 1985 - January 1992
National Bank of Washington January 1983 - January 1985
American Security Bank January 1978 - January 1983
Education
American International College 1974 — 1977
Tennessee Technological University 1973 — 1974
Winston Churchill High School 1970 — 1973
Augusta Military Academy 1971 — 1972
KCAP Financial, Inc. March 2007 - Present
Citigroup May 2003 - March 2007
Citigroup May 2002 - May 2003
Canadian Imperial Bank of Commerce 1998 - 2001
IBJ Schroder Bank & Trust Company 1996 - 1998
Citibank, N.A. 1994 - 1996
Chemical Banking Corporation 1991 - 1994
Chemical Banking Corporation 1986 - 1991
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Credit Analysis, Loans, Corporate Finance, Structured Finance, Credit, Investment Banking, Private Equity, Financial Structuring, Credit Risk
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Georgetown University 1982 — 1984
Masters Degree, Economics
Smith College 1976 — 1981
B.A., Economics
Prime Realty May 2011 - Present
Station Realty of Douglaston January 2010 - Present
JJ Mktg December 2008 - Present
Citi 1998 - Present
Station Realty 2010 - 2010
Citi December 2007 - December 2008
Citibank, N.A. 1998 - 2008
Citi April 2006 - April 2007
Citi 1998 - 2007
Bally Total Fitness June 1992 - September 1996
Skills
Management, Strategy, Online Marketing, Marketing, CRM, Relationship Management, Cross-functional Team..., Affiliate Marketing, Retail Banking, Leadership, Marketing Strategy, Online Advertising, Credit Cards, Start-ups, Training, Banking
Education
LaGuardia Community College 1987 — 1991
Associates, Business Management
American InterContinental University
Marketing
Citi March 2014 - Present
Sovereign Bank July 2012 - March 2014
Citibank, N.A. July 2005 - July 2012
Skills
Banking, Credit, Portfolio Management, Consumer Lending, Small Business Lending, Cash Management, Wealth Management
Education
Bryant University 2001 — 2005
B.S., Finance
Capital One February 2011 - Present
Capital One N.A. 2011 - Present
CITI Private Bank 2001 - 2010
Citibank, N.A. 1999 - 2001
Citibank, N.A. 1998 - 1999
Citibank, N.A. 1996 - 1998
Citibank, N.A. 1988 - 1996
Citibank, N.A. 1987 - 1988
Dean Witter 1983 - 1987
Skills
Cash Management, Commercial Banking, Banking, Credit, Financial Services, Investments, Product Management, Marketing, Management, Mergers & Acquisitions, Segmentation, B2B, Business Analysis, Capital Markets, Commercial Lending, Credit Analysis, Credit Cards, Credit Risk, Equities, Executive Management, Finance, Financial Analysis, Financial Risk, Fixed Income, Funding, Internet Banking, Investment Banking, Loans, Payments, Portfolio Management, Private Banking, Product Development, Product Marketing, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Securities, Selling, Strategy, Treasury Management, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
MBA, International Marketing
City University of New York-Brooklyn College 1973 — 1977
BS, accounting
erasmus hall high school 1970 — 1973
Wells Fargo October 2013 - Present
Wells Fargo Bank July 2010 - Present
Wachovia Bank July 2007 - July 2010
Citibank, N.A. November 2005 - July 2007
Fulton & Meyer 2000 - 2005
Skills
Credit, Small Business Lending, Financial Analysis, Banking, Business Development, Leadership, Loans, Finance, Due Diligence, Analysis, Recruiting, Management, Customer Service, Commercial Lending, Sales, Risk Management, Loan Origination, Portfolio Management, Mortgage Lending, Marketing Strategy, Commercial Mortgages
Education
California State University-Northridge 2000 — 2004
B.S., Business Administration with an emphasis in Finance and Marketing
DOYLE AUCTION GALLERY, NY, NY 2013 - Present
HOMESALES REALTY January 1999 - June 2011
CITIBANK, N.A. July 1996 - December 1998
DRAKE, BEAM, MORIN January 1992 - May 1996
SOTHEBY'S 1985 - 1991
Skills
Sales, Strategic Planning, Business Development, Business Strategy, Management Consulting, Fundraising, Leadership, Strategy, Investors, Recruiting, Entertainment, Rentals, Real Estate Development, Program Management, Real Estate Transactions, Relocation, New Home Sales, Litigation, Listings, Property
Education
Adelphi University
Bachelor of Arts (B.A.)
Citigroup June 1988 - Present
Citi August 2013 - July 2015
Citibank, N.A. November 2010 - July 2013
Citigroup/Citicorp - Global Banking, New York, NY July 2005 - November 2010
Citigroup - Product Relationship Management, Global Transactions Services, New York, NY March 2003 - November 2007
Manufacturers Hanover Trust 1981 - 1988
Skills
Credit Risk, Risk Management, Customer Relations, Virtual Teams, Portfolio Management, Strong Cultural..., Process Improvement, Series 7, Series 63, Finance, Corporate Finance, Credit, Investment Banking, Financial Services, Mergers & Acquisitions, Customer Service, Banking, Financial Risk, Capital Markets, Management, Fixed Income, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
M.I.A., Economics, International Law, Soviet Studies
Amherst College 1973 — 1977
B.A. cum laude, European Studies, Medieval History
University of Oslo (UiO) 1975 — 1976
Certificate of Attendence, Examen Philosophicum
The Choate School 1969 — 1973
Diploma, cum laude
Bedford Rippowam 1968 — 1969
RGP June 2015 - Present
Toronto Dominion Bank - TDS US Securities July 2011 - March 2015
J.P. Morgan 2008 - July 2011
Bear Stearns 2005 - 2008
Deutsche Bank 1999 - 2004
Banker Trust September 1998 - June 1999
Citibank, N.A. 1985 - 1996
Skills
PMO, Fixed Income, SDLC Governance, Program Governance, Business Analysis, Budgeting, Business Continuity..., Process Improvement, Clarity, PMO Portfolio Reporting, CMMI, Data Analysis, Event Planning, Forecasting, Governance, Microsoft Office, Microsoft Excel, Microsoft Word, PMP, Capital Markets, private wealth sector, Project Management, Series 99, Operations Management, PowerPoint, Project Planning, HP Quality Center, Customer Service, Training, User Acceptance Testing, Vendor Management, Volunteer Management, Trading Systems, Risk Management, Equities, Derivatives, Real Estate, Investment Banking, Process Control
Education
Cedar Crest College
Bachelor's Degree, Environmental Science
FINRA
Series 99 Certified
Project Management Institute
PMP Certified
The George Washington University
Citi May 2007 - Present
Citibank October 1992 - Present
Citibank, N.A. June 1990 - September 1992
Citbank, N.A. November 1986 - June 1990
Citibank, N.A. April 1981 - October 1986
Skills
Loans, Finance, Fund Administration, Middle Office, Global Custody, Bloomberg, Financial Services
Education
City University of New York-Hunter College 1988 — 1990
Psychology, Biology, Chemistry, Introduction to Graduate Language Science
University at Albany, SUNY 1976 — 1979
B.A. Magna Cum Laude, Sociology; History Minor
Marymount Manhattan College
Psychology, Medical Terminology
Moses & Singer LLP March 2015 - Present
Thompson Hine LLP December 2007 - March 2015
The Bank of New York 2005 - 2007
Citibank, N.A. 1997 - 2005
Education
Boston College Law School 1984 — 1987
JD, Law
Yale University 1977 — 1981
Adminstrative Science
Contact Center Improvement, Ltd August 2010 - Present
Sleepy's April 2007 - August 2010
Cablevision December 2003 - March 2007
Answerthink and Braun Consulting Companies August 2001 - December 2003
Cap Gemini Ernst & Young January 1999 - August 2001
KPMG Peat Marwick June 1997 - January 1999
Nynex Video Services April 1995 - May 1997
800 - Flowers and Companies March 1992 - June 1993
Citibank N.A. December 1987 - January 1992
Citibank, N.A. June 1986 - December 1987
Skills
IVR, Knowledge Management, Process Simulation, Call Center, Workforce Management, Vendor Management, Process Improvement, Contact Centers, Customer Satisfaction, Customer Experience, Call Center Development, Telecommunications, CRM, Business Process..., Performance Management, Outsourcing, Operations Management, Change Management, Team Leadership, Training, Call Centers, Strategy, Retail, Leadership
Education
City University of New York
BA, Environmental Studies and Business
Hofstra/Cornell Management
The University of Kansas
M.A
Parallel Petroleum LLC May 2012 - Present
Citibank, N.A. January 2006 - May 2012
Personal Banker at Citibank, N.A. December 2002 - December 2005
First American Bank, SSB June 2001 - December 2002
Skills
Analysis, Microsoft Office, Project Management, Process Improvement, Management, Land Pro, Excalibur
Education
Angelo State University 1993 — 1996
BBA, Finance
The Bank of Tokyo-Mitsubishi UFJ, Ltd. September 2004 - Present
Solo Practice January 2002 - September 2004
Safra National Bank of New York February 2003 - July 2003
United States Trust Company of New York 1992 - December 2001
Union Savings Bank 1987 - 1992
Citibank, N.A. 1986 - 1987
Hill, Betts & Nash 1985 - 1986
New York State Banking Department 1982 - 1985
Skills
Corporate Law, Hedge Funds, Bank Secrecy Act, Banking, OFAC, Banking Law, Securities, AML, Asset Management, Capital Markets, Corporate Governance, Finance, Financial Institutions, Financial Risk, Internal Audit, Litigation, Mergers, Operational Risk, Privacy Law, Credit, Due Diligence, Mergers, Risk Management, Sanction, Anti Money Laundering
Education
SUNY Buffalo Law School 1979 — 1982
JD, Law
Adelphi University 1977 — 1977
Certified Paralegal, Corporate & Securities Law
Stony Brook University 1972 — 1976
BA, Political Science
Citibank, N.A. August 2015 - Present
Wells Fargo Home Mortgage May 2009 - August 2015
Skills
Mortgage Lending, Sales, Customer Service, Credit, Social Media, Mortgage Underwriting, Government Loans, Management, Loans, Banking, Advertising, Marketing Communications, Social Media Marketing, Digital Marketing, Direct Marketing, Marketing Strategy, Integrated Marketing, Online Advertising, Email Marketing, Media Planning, Marketing, Direct Mail, Creative Direction, Mortgage Servicing, Home Equity Loans, Home Equity Lines of..., Public Relations, Market Research, Online Marketing, Marketing Management
Education
California State University-San Bernardino 2006 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Riverside Community College 2004 — 2006
Associate of Arts and Sciences (AAS), General Studies
Citigroup September 2010 - Present
Citigroup August 2007 - August 2010
Citigroup August 2006 - July 2007
Citigroup 1996 - 2006
Citibank, N.A. 1991 - 1996
Citibank, N.A. 1987 - 1991
Skills
Certified Anti-Money..., Operational Risk..., Process Improvement, Relationship Management, Due Diligence, Operations Management, Credit Risk, Operational Risk, Structured Finance, Management, Analysis, Financial Analysis, Training, Mortgage Lending, Business Process..., Global Custody, Business Analysis, Cross-functional Team..., Investment Banking
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
MBA, Marketing
The King's College 1979 — 1983
B.A., History
Fourandhalf - Internet Marketing for Property Managers February 2015 - Present
Citibank, N.A. August 2014 - February 2015
Citibank, N.A. September 2013 - July 2014
Citibank July 2012 - April 2013
Citibank September 2010 - July 2012
Your Brand Story, Inc. April 2009 - June 2009
Skills
Marketing, Commercial Banking, Retail Banking, Banking, Finance, Project Management, Investments, Advertising, Financial Analysis, Microsoft Excel, Auditing, Marketing Communications
Education
Ateneo de Manila University 2006 — 2010
Bachelor of Science (B.S.) in Management, Management
Ateneo de Davao University 2002 — 2006
High School
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
Pride Technologies / Thomson Reuters June 2015 - Present
UBS AG 2001 - 2015
Citibank, N.A. 1996 - 2001
NatWest Bank March 1994 - December 1995
Citicorp Securities, Inc. 1989 - 1994
Citicorp Investment Bank 1987 - 1989
Citibank, N.A. 1982 - 1987
Mudge Rose Guthrie Alexander & Ferdon 1975 - 1982
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, FINRA, AML, ISDA, Dodd-Frank, Securities Regulation, Municipal Derivatives, Municipal Bonds, Structured Products, Structured Finance, Corporate Finance, Corporate Governance, Due Diligence, OTC Derivative..., Foreign Exchange, Regulatory Advice and..., Risk Management, Project Finance, Bespoke Transactions..., Special Projects, SEC Regulation AB, Negotiator /..., Team Management, Training & Development, Team Mentoring, Banking, Financial Services, Trading, Financial Risk
Education
Columbia University School of Law 1972 — 1975
J.D.
Claremont McKenna College 1969 — 1972
B.A., American Studies, Mathematics
JPMorgan Chase February 2007 - Present
Citibank' N.A. September 2004 - February 2007
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Management
Universidad de Puerto Rico 1985 — 1989
BBA, Management
CFA Institute October 2014 - Present
FNEX LLC July 2013 - October 2014
Daiwa Capital Markets America Inc. 2007 - 2012
Natixis 2004 - 2007
Swiss American Securities (sub. of Credit Suisse) 2003 - 2004
Nomura Securities International Inc. 1999 - 2003
Citibank, N.A. 1995 - 1999
CS First Boston July 1993 - December 1994
Citibank, N.A. 1990 - June 1993
Skills
Series 7, Series 24, Series 63, Series 55, Equities, Fixed Income, Trading, Client Relationship..., Product Management, Derivatives, New Business Development, Capital Markets, Banking, Alternative Investments, Hedge Funds, ETFs, Financial Services, Securities Lending, Emerging Markets, Collateral Management, Asset Management, Financial Markets, Equity Trading, Bonds, Financial Structuring, Options, Funding, Finance, Securitization, Equity Derivatives, Prime Brokerage, Structured Products, Swaps, Bloomberg
Education
Columbia University - School of International and Public Affairs
Master's Degree, Global Economic and Political Development & International Finance and Banking
New York University - Leonard N. Stern School of Business
Bachelor of Science (BSc), cum laude, Economics
Masuko Realty, Inc. April 2003 - Present
Citibank, N.A. August 2012 - April 2013
Masuko Realty, Inc. April 2003 - August 2012
Saeilo Enterprises, Inc. October 1993 - March 2003
Education
University of Bridgeport 1995 — 1996
University of Denver 1976 — 1979
BA
Tokyo University of Agriculture 1973 — 1975
U.S. Rare Earths Inc. June 2013 - Present
Logic International Consulting Group February 2011 - Present
BNY Mellon 2008 - October 2011
DPM Mellon 2003 - 2006
Citibank, N.A. September 1980 - April 1999
Skills
Alternative Investments, Asset Managment, Investments, Asset Management, Due Diligence, Hedge Funds, Management Consulting, Securities, Business Development, Equities, Management, Private Equity, Valuation, Capital Markets, Derivatives, Financial Services, Fixed Income, Portfolio Management
Education
City University of New York-Brooklyn College 1979 — 1996
BS, Education
Citibank, N.A. May 2014 - Present
BNI Lexington 2007 - Present
Guaranteed Rate February 2012 - May 2014
MetLife Home Loans October 2011 - January 2012
Bank of America Home Loans October 2007 - September 2011
NE Moves Mortgage, LLC January 2003 - September 2007
DeWolfe 1997 - 2003
Skills
FHA, Mortgage Banking, 203K, ARM, Refinance, Loans, Rates, Mortgage Lending, Customer Service, Jumbo Mortgage, Residential Mortgages, Reverse Mortgages
Education
Bridgewater State University 1985 — 1989
Business Management, Marketing
Independent Financial Group LLC July 2008 - Present
Citibank NA 2001 - 2006
LPL Financial May 2000 - September 2001
Jack White and Co. TD Ameritrade June 1996 - 2000
Skills
Asset Management, FINRA, Investments, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Investment Advisory, Financial Planning, Series 63, Securities, Financial Services, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Financial Modeling, Series 7, Leadership, Risk Management
Education
University of Southern California 1984 — 1988
Bachelor's degree, Economics
Noble Hospital and Health Network June 2014 - Present
Yale New Haven Health System, Bridgeport Hospital June 2002 - December 2013
American Skandia 1999 - 2002
UBS/Perot Systems 1995 - 1999
Citibank, N.A. 1984 - 1993
Skills
Employee Relations, Healthcare Management, Hospitals, Onboarding, Employee Benefits, Organizational..., Human Resources, Healthcare, Performance Management, Talent Acquisition, Applicant Tracking..., Recruiting, HRIS, Benefits Administration, Leadership Development, Healthcare Information...
Education
Baruch 1984 — 1987
Masters, Industrial Organizational Psychology
Binghamton University 1979 — 1983
BS, Psychology
OEM Audio Plus May 2007 - Present
Asia Pacific Medical and Diagnostics April 2003 - Present
Citibank, N.A. 1980 - 1989
Skills
Operations Management, Business Strategy, Forecasting, Team Building, Manufacturing, Budgets, Financial Analysis, Automotive, Mergers & Acquisitions, Leadership, Supply Chain Management, Healthcare, Banking - Treasury,...
Education
Woodbury University 1970 — 1973
Business Management, Finance
Ateneo de Manila University 1957 — 1970
SunTrust Bank March 2013 - Present
Citibank F.S.B March 2012 - February 2013
JPMorgan Chase November 2009 - March 2012
Wachovia Bank January 2007 - November 2009
Wachovia December 2005 - January 2007
sogebank September 2003 - September 2005
Citibank N.A September 2002 - August 2003
Citibank F.S.B January 2001 - July 2002
Citibank N.A July 1999 - December 2000
Citibank N.A September 1997 - May 1999
Education
University of South Florida
Bachelor of Arts, Finance
Wells Fargo March 2000 - Present
Robert Clement Federal Credit Union March 1996 - March 2000
Space Systems Loral October 1993 - March 1996
Warburg Pincus September 1991 - October 1994
Citibank, N.A. October 1985 - September 1991
Skills
General Administration, Meeting Planning, Travel Planning, Office Administration, Microsoft Office 2007, Internet, File Systems, Funds Transfer Pricing, Portfolio Management, Organizational..., Budgets, Small Business Lending, Fax, Teller Operations, Event Planning, Administrative Work, Expenses, Training, Invoicing, Performance Consulting, Customer Service, Bank Secrecy Act, Administrative..., Microsoft Excel, Data Entry, Filing, Microsoft Office, Time Management, Deposits, Marketing, Spreadsheets, Real Estate, Leadership, Human Resources, Management, Financial Analysis, 10 Key, Outlook, Consumer Lending, Team Building
Education
Ashford University 2009 — 2012
BS, Business Management/Accounting
City University of New York-Herbert H. Lehman College 1993 — 1996
BS, Business Management/Accounting
Bato Enterprises, Inc. May 2013 - Present
Citibank, N.A. June 2011 - April 2013
BHS Insurance Agency May 2010 - June 2011
WaMu / JP Morgan Chase April 2007 - April 2010
HSBC Bank USA, N.A. April 2004 - April 2007
Skills
Finance, Management, Banking, Leadership, Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Cash Management, Cross Selling, Refinance, Investments, Financial Risk, Portfolio Management, Lines Of Credit, Strategic Financial..., Commercial Mortgages, Credit Analysis, Financial Planning
Education
Adelphi University 1981 — 1983
MBA, Banking and Financial Markets; Management; International Business.
FirstKey Lending July 2013 - May 2015
SGCIB June 2011 - July 2013
Markit August 2010 - June 2011
Markit April 2009 - August 2010
Citibank, N.A. June 2007 - October 2008
Citibank, N.A. July 2006 - May 2007
Skills
Loans, ABS, Mortgage Lending, Fixed Income, Analytics, Program Management, Derivatives, Capital Markets, Residential Mortgages, Databases, Structured Finance, Bloomberg, Investment Banking, Financial Markets, Valuation, Hedge Funds, Portfolio Management, VBA
Education
Boston University 2005 — 2006
MS, Mathematical Finance
University of Wisconsin-Madison 1999 — 2003
BS, Mathematics/Physics
U.S. Bank March 2009 - Present
US Bank March 2009 - Present
Bank of America November 2008 - January 2009
Citibank, N.A. February 2007 - November 2008
Bank of America July 2005 - February 2007
Hertz Corporation July 2004 - July 2005
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Cash Management, Call Center, Investments, Risk Management, Call Centers, Commercial Mortgages, Credit Risk, Finance, Financial Services, Home Equity Lines of..., Home Equity Loans, Insurance, Private Banking, Refinance, Residential Mortgages, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor's degree, Developmental and Child Psychology
Torrey Pines High School 1996 — 2000
Diploma, General Education
Dept. of US Treasury March 2009 - Present
JPMorgan January 2007 - December 2008
UBS AG September 2004 - December 2006
CITIBANK, N.A. 2001 - 2004
RZB January 2002 - December 2003
RZB Finance LLC 2000 - 2003
FLEET BANK, N.A., 1993 - 2001
Citibank, N.A. 1974 - 1993
Education
Babson College
UNIVERSITY OF CHICAGO
MBA, (Accounting)
UNIVERSITY OF ILLINOIS
CPA Certificate, Accounting
UNIVERSITY OF PENNSYLVANIA
BS, Finance
tbj Virtual Office November 2008 - November 2011
New York University March 2007 - August 2007
Swing Shift August 2004 - March 2007
Columbia University Medical Center June 2003 - August 2004
HBO / AOL Time Warner Entertainment October 2000 - November 2002
Swing Shift December 1990 - October 2000
Citibank, N.A. February 1984 - July 1990
Skills
Microsoft Office, Adobe Creative Suite, Typing, Outlook, Word, Excel, Photoshop, Administrative Support, PowerPoint, Telephone Skills, Administration, Customer Service, Access, Dreamweaver, Facebook, Newsletters, Office Management, Social Media, Adobe Acrobat, Internet Explorer, Microsoft Word, Administrative..., Nonprofits
Education
New York College of Health Professions 2012 — 2014
Center for the Media Arts 1983 — 1984
Certificate, Communications
RCA Business School 1982 — 1983
Certificate, Secretarial / Office Management
Borough of Manhattan Community College 1980 — 1982
Data Processing
Alan Gaynor + Company December 2011 - Present
John Simon Guggenheim Memorial Foundation February 2006 - February 2011
ACNielsen 1999 - 2006
AC Nielsen 1999 - 2003
Information Resources, Inc. 1998 - 1999
Dow Jones & Company, Inc. 1995 - 1998
Citibank, N.A. 1984 - 1985
American Express 1982 - 1984
Standard & Poor's 1980 - 1982
Skills
Marketing Strategy, Competitive Analysis, Nielsen
Education
Rutgers Graduate School of Management 1993 — 1995
MBA, International Business and Marketing
City University of New York 1975 — 1979
BBA, Finance and Investments
Citibank Tampa, Fl June 2013 - Present
Citibank, N.A. May 2011 - Present
The Bank of New York Mellon June 2004 - May 2011
Citigroup April 1984 - June 2004
Skills
Due Diligence, Correspondent Banking, AML, OFAC, KYC, USA PATRIOT Act, Bank Secrecy Act, Fraud, CAMS, Banking, Financial Risk, Securities
Education
City University of New York-Hunter College 1999 — 2003
BS, Accounting
CitiBank, N.A. August 2012 - April 2014
Education
Ashford University 2012 — 2014
Master's degree, Family and Community Services, 4.0
Ashford University 2009 — 2012
Bachelor's degree, Health and Human Services, Alpha Sigma Lambda
University of Phoenix 2007 — 2009
Human Services
School of Paralegal Studies 1990 — 1992
Associate, Litigation/Law
Citibank N.A April 2012 - Present
Tampa Bay Club Sport March 2005 - Present
Envirotrac LTD June 2010 - April 2011
EnviroCap LLC April 2008 - April 2010
EnviroCap LLC March 2005 - April 2008
ATC Associates January 2003 - March 2005
ATC Associates October 1996 - January 2003
Circle K Stores Inc May 1996 - October 1996
Fluor Daniel GTI October 1993 - May 1996
Circle K Corp October 1990 - August 1993
Education
University of South Florida 2001 — 2006
B.A, International Studies 2006
Citibank, N.A. February 2007 - Present
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Credit Analysis, Retail Banking, Credit Risk, Cross Selling, Treasury Management
Education
California State Polytechnic University-Pomona 1993 — 1996
East Los Angeles College 1991 — 1993
Reade Advanced Materials March 1989 - Present
Citibank, N.A. September 1975 - March 1989
Skills
Sales, Manufacturing, Management, Strategic Planning, Materials, Nanotechnology, Product Development, Metals, Credit, Social Media Marketing
Education
Bowdoin College 1971 — 1975
Bachelor of Arts (B.A.), History
Abbot Academy Andover MA 1969 — 1971
High School
Citibank, N.A. December 2005 - Present
JP Morgan Chase 1997 - 2005
Skills
Self Tests, Business...
Education
New York Institute of Technology-Old Westbury 1990 — 1992
Masters, Business Management and Finance
Adelphi University 1992 — 1992
Paralegal, Real Estate & Mortgages
Dowling College 1978 — 1982
Bachelor's Degree, Political Science
International Center for Spinal Surgery May 2012 - Present
Citibank, N.A. September 2009 - December 2012
Skills
Bilingual-Spanish, Notary Public, Outlook, Accounts Receivable, Accounts Payable, Spreadsheets, Deposits, Data Entry, Mortgage Banking
Education
John Jay College of Criminal Justice 2000 — 2009
Bachelors of Science, Criminal Justice and Administrative Planning
Mt. Si Senior Center May 2015 - Present
Snoqualmie Valley Schools Foundation 2010 - Present
Bellevue College Foundation November 2007 - Present
Battelle Centers for Public Health and Research Evaluation September 2006 - December 2007
University of Washington, Comparative History of Ideas Department March 2006 - June 2006
University of Washington September 2002 - June 2006
Citibank, N.A. March 1996 - August 2001
SonicNet LLC / Sunshine Interactive Networks, Inc. January 1994 - December 1995
Skills
Non-profits, Project Management, Project Coordination, Program Management, Board Relations, Board Governance, Strategic Planning, Financial Reporting, Grant Administration, Scholarship..., Events, Coordinating Events, Higher Education, Research, Public Speaking, Communication, Board of Director..., Teaching, Fundraising, MS Office
Education
University of Washington 2002 — 2007
M.A., Sociology
Hunter College 1999 — 2002
Bachelor of Arts (B.A.), Sociology
School of Visual Arts 1993 — 1995
Continuing Education, Fine/Studio Arts, General
The University of Connecticut 1985 — 1989
Bachelor of Science (B.S.), Marketing
Citibank, N.A. August 2013 - Present
New York Life Insurance Company August 2012 - May 2013
Bank of America December 2004 - April 2009
HSBC December 1999 - December 2004
Skills
Fixed Annuities, Retirement, Wealth Management, Long Term Care Insurance, College Savings Plans, Life Insurance, Financial Services
Education
Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Finance and Investments
Jeb Management 2005 - Present
Citibank, N.A. February 2003 - July 2005
Skills
Cash Handling Experience, Fluent in English,..., EMT Training, Managerial Experience, Team Player with great..., Hospitality, Hospitality Industry, People-oriented, People Skills, Hardwork, Success Driven, Hotels, Customer Satisfaction, Customer Service, Sales, Front Office
Education
New York University 2012 — 2012
Professional Certificate, Hotel Operations
Hunter College
Associates Degree, General Studies
Biagini Grassi Advisory Group, LLC March 2013 - Present
Chase February 2007 - March 2009
Citibank, N.A. July 2000 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
City University of New York-College of Staten Island 1995 — 1997
Provident Credit Union July 2012 - April 2014
Citibank, N.A. September 2010 - July 2012
Best Western Airport Inn & Suites 2007 - September 2010
Skills
Customer Service, Banking, Payroll, Management, Loans, Credit, Access, PowerPoint, Account Reconciliation, Microsoft Excel, Microsoft Office, Outlook, Team Building, Invoice Processing, Invoice Verification, Accounts Receivable, Collections
Education
California State University-East Bay 2009 — 2012
Bachelor of Science (B.S.)
Merritt College 2005 — 2009
Associate of Arts (AA)
Citibank, N.A. August 2000 - Present
Education
Georgetown University Law Center 1978 — 1981
Doctor of Law (J.D.)
Colgate University 1974 — 1978
Bachelor of Arts (B.A.), Philosophy