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
Employee
Years
Job
Industry
Rita Singer Rita Singer's Citibank, NA Experience 1988 - 1993
Job Independent Wealth Advisor & Entrepreneur at Rita Singer Esq.
Industry Hospitality
Experience
Rita Singer Esq. June 2012 - Present
16 Handles Hoboken 2012 - 2015
Merrill Lynch June 2007 - March 2012
Mellon Bank January 1998 - June 2007
Fane Organization September 1994 - December 1998
Citibank, N.A. 1988 - 1993
Skills
Estate Planning, Trust Services, Investment management, Commercial Credit..., Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Investment Management, Wealth Management..., Mortgage Lending, Financial Advisory, Private Equity, Wealth, Investments, Portfolio Management
Education
NYU School of Law 2004 — 2007
Advanced Professional Certificate, LLM Tax Program - estate planning
St John's University School of Law 1989 — 1993
JD
Temple University
Bachelor of Arts (BA), Anthropology
University of Toronto
Master of Arts (MA), Archaeology
Rita Singer Esq. June 2012 - Present
16 Handles Hoboken 2012 - 2015
Merrill Lynch June 2007 - March 2012
Mellon Bank January 1998 - June 2007
Fane Organization September 1994 - December 1998
Citibank, N.A. 1988 - 1993
Skills
Estate Planning, Trust Services, Investment management, Commercial Credit..., Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Investment Management, Wealth Management..., Mortgage Lending, Financial Advisory, Private Equity, Wealth, Investments, Portfolio Management
Education
NYU School of Law 2004 — 2007
Advanced Professional Certificate, LLM Tax Program - estate planning
St John's University School of Law 1989 — 1993
JD
Temple University
Bachelor of Arts (BA), Anthropology
University of Toronto
Master of Arts (MA), Archaeology
Sachin Hamirwasia Sachin Hamirwasia's Citibank, NA Experience May 2001 - September 2002
Job Group Product Manager, Digital NextGen and API at Citigroup | Strategy & Planning | Mobile and Internet Banking
Industry Financial Services
Experience
Citigroup Inc. November 2011 - Present
Citi July 2007 - October 2011
Citi November 2005 - June 2007
Citi October 2002 - October 2005
Citibank, N.A. May 2001 - September 2002
Unitech Software November 1999 - March 2001
Sun Microsystems January 1999 - November 1999
Skills
Internet Banking, Technology Development, Team Management, Organizational..., Digital Strategy, Mobile Banking, Business Strategy, Entrepreneurship, Enterprise Architecture, Internet Security, Entrepreneurial..., Vendor Management, Software Development, Business Analysis, Program Management, SDLC, Scalable Web..., Payment Services, Financial Analysis, Mobile Devices, Mobile Payments, Requirements Analysis, Payments, Strategy, Leadership, Agile Methodologies, Integration, Management Consulting, Product Management, Security, Software Project..., Cross-functional Team..., Analytics, Business Intelligence, Financial Services, Relationship Management, Project Planning, Project Portfolio..., Competitive Analysis, Banking, Credit Cards, PMO, Business Process..., Outsourcing, Risk Management, IT Strategy, Business Process, E-commerce, Start-ups
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), General Management
Nanyang Technological University, Singapore 1997 — 2001
B.A.Sc. (Hons), Computer Engineering
Citigroup Inc. November 2011 - Present
Citi July 2007 - October 2011
Citi November 2005 - June 2007
Citi October 2002 - October 2005
Citibank, N.A. May 2001 - September 2002
Unitech Software November 1999 - March 2001
Sun Microsystems January 1999 - November 1999
Skills
Internet Banking, Technology Development, Team Management, Organizational..., Digital Strategy, Mobile Banking, Business Strategy, Entrepreneurship, Enterprise Architecture, Internet Security, Entrepreneurial..., Vendor Management, Software Development, Business Analysis, Program Management, SDLC, Scalable Web..., Payment Services, Financial Analysis, Mobile Devices, Mobile Payments, Requirements Analysis, Payments, Strategy, Leadership, Agile Methodologies, Integration, Management Consulting, Product Management, Security, Software Project..., Cross-functional Team..., Analytics, Business Intelligence, Financial Services, Relationship Management, Project Planning, Project Portfolio..., Competitive Analysis, Banking, Credit Cards, PMO, Business Process..., Outsourcing, Risk Management, IT Strategy, Business Process, E-commerce, Start-ups
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), General Management
Nanyang Technological University, Singapore 1997 — 2001
B.A.Sc. (Hons), Computer Engineering
Edward Maloney Edward Maloney's Citibank, NA Experience 1968 - 2010
Job Banking Professional
Industry Banking
Experience
Citibank, N.A. 1968 - 2010
US Navy March 1969 - March 1973
Skills
Banking, Retail Bank Operations, Statement Rendition, Customer Service Call..., Financial Services, Customer Service, Relationship Management, Risk Management, Branch Banking, Core Banking, Payments, Operational Risk, Private Banking
Education
New York Institute of Technology 1973 — 1975
Business Administration and Management, General, 3.0
Andrew Jackson HS 1964 — 1968
Citibank, N.A. 1968 - 2010
US Navy March 1969 - March 1973
Skills
Banking, Retail Bank Operations, Statement Rendition, Customer Service Call..., Financial Services, Customer Service, Relationship Management, Risk Management, Branch Banking, Core Banking, Payments, Operational Risk, Private Banking
Education
New York Institute of Technology 1973 — 1975
Business Administration and Management, General, 3.0
Andrew Jackson HS 1964 — 1968
Katie Worth, CPA, MSA Katie Worth, CPA, MSA's Citibank, NA Experience January 2014 - Present
Job ERS Senior Consultant at Deloitte & Touche LLP
Industry Financial Services
Experience
Citibank, N.A. January 2014 - Present
Deloitte October 2010 - Present
Education
Northeastern University
B.S. in Business Administration, Accounting
Northeastern University
M.S. in Accounting
Citibank, N.A. January 2014 - Present
Deloitte October 2010 - Present
Education
Northeastern University
B.S. in Business Administration, Accounting
Northeastern University
M.S. in Accounting
Marie Poliseno, CPA, CPDT-KA Marie Poliseno, CPA, CPDT-KA's Citibank, NA Experience 1984 - 1991
Job Managing Partner Dollars & Scents Accounting Services
Industry Accounting
Experience
Dollars & Scents Accounting Services October 2012 - Present
S3 Partners February 2013 - March 2014
Goldman, Sachs & Co. July 1997 - July 2011
BT Securities Inc. 1991 - 1997
Citibank, N.A. 1984 - 1991
Arthur Young & Co. 1984 - 1987
Skills
Collateral Management, Securities Lending, ISDA, Prime Brokerage, Equities, Funding, Risk Management, Negotiation, Liquidity Management, Hedge Funds, Liquidity, Derivatives, Fixed Income, Securities, Accounting, Taxation, Financial Consulting, Capital Markets, Treasury, Investment Banking, Options, Financial Services, Alternative Investments, Trading, Trading Systems, Financial Markets, Swaps, Finance, Equity Derivatives, Credit Derivatives, Emerging Markets, Structured Products, FX Options, Private Equity, Structured Finance, Investment Management, Fund Of Funds
Education
Saint Peter's University 1975 — 1979
BS, Accounting, Economics, Business Law
Dollars & Scents Accounting Services October 2012 - Present
S3 Partners February 2013 - March 2014
Goldman, Sachs & Co. July 1997 - July 2011
BT Securities Inc. 1991 - 1997
Citibank, N.A. 1984 - 1991
Arthur Young & Co. 1984 - 1987
Skills
Collateral Management, Securities Lending, ISDA, Prime Brokerage, Equities, Funding, Risk Management, Negotiation, Liquidity Management, Hedge Funds, Liquidity, Derivatives, Fixed Income, Securities, Accounting, Taxation, Financial Consulting, Capital Markets, Treasury, Investment Banking, Options, Financial Services, Alternative Investments, Trading, Trading Systems, Financial Markets, Swaps, Finance, Equity Derivatives, Credit Derivatives, Emerging Markets, Structured Products, FX Options, Private Equity, Structured Finance, Investment Management, Fund Of Funds
Education
Saint Peter's University 1975 — 1979
BS, Accounting, Economics, Business Law
Michael Hazard Michael Hazard's Citibank, NA Experience January 1993 - March 1994
Job Director/Regional Head of Corporate Audit Services at ING
Industry Financial Services
Experience
ING October 2000 - Present
Sakura Bank July 1997 - October 2000
J.P. Morgan March 1994 - June 1997
Citibank, N.A. January 1993 - March 1994
Chemical Bank (Formerly Manufacturer's Hanover Trust) May 1988 - December 1992
Skills
Internal Audit, Risk Management, Capital Markets, Fraud Investigations
Education
St. John's University
Bachelor of Science, Accounting
ING October 2000 - Present
Sakura Bank July 1997 - October 2000
J.P. Morgan March 1994 - June 1997
Citibank, N.A. January 1993 - March 1994
Chemical Bank (Formerly Manufacturer's Hanover Trust) May 1988 - December 1992
Skills
Internal Audit, Risk Management, Capital Markets, Fraud Investigations
Education
St. John's University
Bachelor of Science, Accounting
Derek Pomykal Derek Pomykal's Citibank, NA Experience June 2013 - November 2014
Job Corporate Banking Analyst at BBVA Compass
Industry Banking
Experience
BBVA Compass November 2014 - Present
Citibank, N.A. June 2013 - November 2014
Citizens National Bank May 2012 - August 2012
Skills
Credit, Microsoft Excel, Microsoft Office, Editing, Commercial Banking, Customer Service, Sales, Accounting, Finance, Proofreading, Investments, SNL Financial Experience
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.9
BBVA Compass November 2014 - Present
Citibank, N.A. June 2013 - November 2014
Citizens National Bank May 2012 - August 2012
Skills
Credit, Microsoft Excel, Microsoft Office, Editing, Commercial Banking, Customer Service, Sales, Accounting, Finance, Proofreading, Investments, SNL Financial Experience
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.9
Zack Magliaro Zack Magliaro's Citibank, NA Experience September 2007 - July 2010
Job Vice President, Commercial Relationship Manager Citizens Bank
Industry Banking
Experience
Citizens Bank December 2014 - Present
Santander Bank, N.A. May 2012 - December 2014
Bank of America July 2010 - June 2012
Citibank, N.A. September 2007 - July 2010
Citizens Bank May 2003 - September 2007
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Mortgage, Cash Management, Merchant Services, Asset Based Lending, Branch Banking, Branch Management, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investments, Lines Of Credit, Loans, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Risk Management, Securities, Series 63, Small Business Lending, Treasury, Treasury Management, Underwriting, Wealth Management, Working Capital...
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.), D'Amore-McKim School of Business
University of Maine 1998 — 2003
Bachelor of Science, Business Administration
St. John's Prep 1994 — 1998
High School Diploma, High School Diploma
Citizens Bank December 2014 - Present
Santander Bank, N.A. May 2012 - December 2014
Bank of America July 2010 - June 2012
Citibank, N.A. September 2007 - July 2010
Citizens Bank May 2003 - September 2007
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Mortgage, Cash Management, Merchant Services, Asset Based Lending, Branch Banking, Branch Management, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investments, Lines Of Credit, Loans, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Risk Management, Securities, Series 63, Small Business Lending, Treasury, Treasury Management, Underwriting, Wealth Management, Working Capital...
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.), D'Amore-McKim School of Business
University of Maine 1998 — 2003
Bachelor of Science, Business Administration
St. John's Prep 1994 — 1998
High School Diploma, High School Diploma
Herbert Ramos Herbert Ramos's Citibank, NA Experience August 2007 - March 2008
Job Senior Relationship Banker at Union Bank
Industry Banking
Experience
MUFG Americas March 2008 - Present
Union Bank March 2010 - January 2011
Union Bank March 2009 - March 2010
Union Bank March 2008 - March 2009
Citibank, N.A. August 2007 - March 2008
Circuit City, Inc August 2001 - June 2007
Stanford University Medical Center June 2006 - July 2006
Skills
Retail Banking, Merchandising, Inventory Control, Consumer Lending, Small Business Lending, Planograms, Finance, Sales, Banking, Financial Services, Lines Of Credit, Branch Banking, Commercial Lending, Credit Cards, Credit Analysis, Mortgage Lending, Commercial Banking, Cross Selling, Deposits, Loan Origination, Customer Service, Cash Management, Mortgage Banking
Education
Ohlone College 2001 — 2005
General Ed
MUFG Americas March 2008 - Present
Union Bank March 2010 - January 2011
Union Bank March 2009 - March 2010
Union Bank March 2008 - March 2009
Citibank, N.A. August 2007 - March 2008
Circuit City, Inc August 2001 - June 2007
Stanford University Medical Center June 2006 - July 2006
Skills
Retail Banking, Merchandising, Inventory Control, Consumer Lending, Small Business Lending, Planograms, Finance, Sales, Banking, Financial Services, Lines Of Credit, Branch Banking, Commercial Lending, Credit Cards, Credit Analysis, Mortgage Lending, Commercial Banking, Cross Selling, Deposits, Loan Origination, Customer Service, Cash Management, Mortgage Banking
Education
Ohlone College 2001 — 2005
General Ed
David M. Sturm David M. Sturm's Citibank, NA Experience 1977 - 1996
Job Consulting in Business and Technology Strategy and Management
Industry Information Technology and Services
Experience
David M. Sturm & Associates Consulting 2010 - Present
Bank Street College of Education January 2014 - July 2015
NYSERNet 2003 - 2011
The New York Public Library 1996 - 2010
Citibank, N.A. 1977 - 1996
Skills
Strategic Planning, Strategic Partnerships, Metrics, Digital Libraries, Organization..., Ebooks, Product Development, Strategy Development, Program Management, IT Strategy, Change Management, Operations Management, Process Improvement, Technology Management, Non-profit..., Digital Strategy, Interim Management, Higher Education, Outsourcing, Digitization, ITIL, Business Strategy, Team Building, Knowledge Management, Information Management, Process Engineering, Team Leadership, Management Consulting, Business Management, Business Transformation, Organizational..., Cross-functional Team..., Business Process..., Project Planning, Emerging Technologies, Mentoring, Project Portfolio..., Team Management, Product Strategy, Executive Management, Organizational Change, Strategic Consulting, Strategic Thinking, Consultancy, Entrepreneurship, Business Planning, Strategy, Management, Product Management, IT Management
Education
New York University - Leonard N. Stern School of Business
MBA
Stanford University
MS
The Cooper Union for the Advancement of Science and Art
BE
David M. Sturm & Associates Consulting 2010 - Present
Bank Street College of Education January 2014 - July 2015
NYSERNet 2003 - 2011
The New York Public Library 1996 - 2010
Citibank, N.A. 1977 - 1996
Skills
Strategic Planning, Strategic Partnerships, Metrics, Digital Libraries, Organization..., Ebooks, Product Development, Strategy Development, Program Management, IT Strategy, Change Management, Operations Management, Process Improvement, Technology Management, Non-profit..., Digital Strategy, Interim Management, Higher Education, Outsourcing, Digitization, ITIL, Business Strategy, Team Building, Knowledge Management, Information Management, Process Engineering, Team Leadership, Management Consulting, Business Management, Business Transformation, Organizational..., Cross-functional Team..., Business Process..., Project Planning, Emerging Technologies, Mentoring, Project Portfolio..., Team Management, Product Strategy, Executive Management, Organizational Change, Strategic Consulting, Strategic Thinking, Consultancy, Entrepreneurship, Business Planning, Strategy, Management, Product Management, IT Management
Education
New York University - Leonard N. Stern School of Business
MBA
Stanford University
MS
The Cooper Union for the Advancement of Science and Art
BE
Will Cropper Will Cropper's Citibank, NA Experience January 2012 - November 2013
Job Vice President at PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank July 2015 - Present
BB&T April 2014 - July 2015
Citibank, N.A. January 2012 - November 2013
Texas Community Bank, N.A. May 2010 - December 2011
RBC Bank August 2006 - May 2010
Wachovia Bank June 2004 - August 2006
Comerica Bank 2001 - 2003
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management, Financial Analysis, Credit, Underwriting, Credit Risk, Risk Management, Investments, Finance
Education
Texas A&M University - Mays Business School 2000 — 2001
Masters, Real Estate Finance
Strake Jesuit College Preparatory 1985 — 1988
Diploma, General
PlainsCapital Bank July 2015 - Present
BB&T April 2014 - July 2015
Citibank, N.A. January 2012 - November 2013
Texas Community Bank, N.A. May 2010 - December 2011
RBC Bank August 2006 - May 2010
Wachovia Bank June 2004 - August 2006
Comerica Bank 2001 - 2003
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Loans, Banking, Portfolio Management, Financial Analysis, Credit, Underwriting, Credit Risk, Risk Management, Investments, Finance
Education
Texas A&M University - Mays Business School 2000 — 2001
Masters, Real Estate Finance
Strake Jesuit College Preparatory 1985 — 1988
Diploma, General
Sabrina Benjamin Sabrina Benjamin's Citibank, NA Experience March 1989 - May 1991
Job Financial Services: Life, Home & Auto
Industry Insurance
Experience
Casey Auto Group October 2015 - Present
New York Life Insurance Company 2012 - September 2015
HSBC, Consumer Lending May 2001 - August 2011
NYC Transit Authority May 1993 - February 2001
NYS DMV April 1991 - May 1993
Citibank, N.A. March 1989 - May 1991
Manufacturer's Hanover Trust Bank (now Chase) February 1987 - February 1989
Skills
Insurance, Finance, Investments, Leadership, Life Insurance, Fixed Annuities, Strategic Planning, Credit, Budgets, Retirement, Long Term Care Insurance, Risk Management, Estate Planning, Training
Education
Strayer University (VA) 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Virginia Wesleyan College 2008 — 2011
B. A., Business Management
Casey Auto Group October 2015 - Present
New York Life Insurance Company 2012 - September 2015
HSBC, Consumer Lending May 2001 - August 2011
NYC Transit Authority May 1993 - February 2001
NYS DMV April 1991 - May 1993
Citibank, N.A. March 1989 - May 1991
Manufacturer's Hanover Trust Bank (now Chase) February 1987 - February 1989
Skills
Insurance, Finance, Investments, Leadership, Life Insurance, Fixed Annuities, Strategic Planning, Credit, Budgets, Retirement, Long Term Care Insurance, Risk Management, Estate Planning, Training
Education
Strayer University (VA) 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Virginia Wesleyan College 2008 — 2011
B. A., Business Management
Larry Zieman Larry Zieman's Citibank, NA Experience November 2002 - June 2012
Job EVP, Commercial Real Estate at PlainsCapital Bank
Industry Financial Services
Experience
PlainsCapital Bank( predecessor to Southwest Securities) July 2012 - Present
Citibank, N.A. November 2002 - June 2012
California Federal Bank, F.S.B. October 1994 - October 2002
FGB Realty Advisors, Inc. (subsidiary of First Gibraltar Bank, F.S.B. January 1989 - September 1994
Skills
Portfolio Management
Education
University of Texas at Dallas, Dallas, Texas 1984 — 1986
Master's Degree, Accounting
Southern Illinois University, Carbondale 1977 — 1981
Bachelor's Degree, Major: Business Administration Minor:Construction Technology
PlainsCapital Bank( predecessor to Southwest Securities) July 2012 - Present
Citibank, N.A. November 2002 - June 2012
California Federal Bank, F.S.B. October 1994 - October 2002
FGB Realty Advisors, Inc. (subsidiary of First Gibraltar Bank, F.S.B. January 1989 - September 1994
Skills
Portfolio Management
Education
University of Texas at Dallas, Dallas, Texas 1984 — 1986
Master's Degree, Accounting
Southern Illinois University, Carbondale 1977 — 1981
Bachelor's Degree, Major: Business Administration Minor:Construction Technology
Jason Reed Jason Reed's Citibank, NA Experience June 1998 - July 1999
Job Chief Technology Officer
Industry Information Technology and Services
Experience
University of Maryland University College February 2012 - Present
MedImmune January 2009 - February 2012
Acumen Solutions, Inc. March 2003 - January 2009
Orion Scientific Systems December 2001 - March 2003
Acumen Solutions, Inc. July 1999 - December 2001
Citibank, N.A. June 1998 - July 1999
AFCU 1997 - 1998
Skills
Financial Services, Lifesciences, IT Strategy, Enterprise Architecture, Cloud Computing, SDLC, SaaS, Solution Architecture, Analysis, Start-ups, Business Development, Account Management, Enterprise Software, CRM, SOA, SharePoint, Process Improvement, Consulting, Professional Services, Vendor Management, Management Consulting, Business Analysis, Telecommunications, ERP, Disaster Recovery, Project Management, Infrastructure, Integration, Program Management, Software Project..., IT Operations, Management, Software Development, Project Portfolio..., IT Management
Education
The George Washington University 1994 — 1998
BS, Business Admin. & MIS
BHS
University of Maryland University College February 2012 - Present
MedImmune January 2009 - February 2012
Acumen Solutions, Inc. March 2003 - January 2009
Orion Scientific Systems December 2001 - March 2003
Acumen Solutions, Inc. July 1999 - December 2001
Citibank, N.A. June 1998 - July 1999
AFCU 1997 - 1998
Skills
Financial Services, Lifesciences, IT Strategy, Enterprise Architecture, Cloud Computing, SDLC, SaaS, Solution Architecture, Analysis, Start-ups, Business Development, Account Management, Enterprise Software, CRM, SOA, SharePoint, Process Improvement, Consulting, Professional Services, Vendor Management, Management Consulting, Business Analysis, Telecommunications, ERP, Disaster Recovery, Project Management, Infrastructure, Integration, Program Management, Software Project..., IT Operations, Management, Software Development, Project Portfolio..., IT Management
Education
The George Washington University 1994 — 1998
BS, Business Admin. & MIS
BHS
Nelson Wong Nelson Wong's Citibank, NA Experience November 2000 - Present
Job Senior Vice President at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. November 2000 - Present
Wells Fargo HSBC Trade Bank July 1997 - February 2000
Standard Chartered Bank April 1995 - June 1996
Pacific Concord Group December 1993 - April 1995
DBS Bank November 1992 - November 1993
International Bank of California November 1989 - October 1992
Nanyang Commercial Bank, Ltd., USA Agency January 1987 - November 1989
Nanyang Commercial Bank Ltd. (Head Office) February 1985 - January 1987
Deutsche Bank April 1980 - February 1985
Skills
Over 30 years..., Had managed banking..., Supervised banking..., Great connection with..., Had been Financial..., Had experience in..., Expert of International..., Real Estate, Loans, Banking, Commercial Banking, Trade Finance, Credit, Credit Analysis
Education
The Chinese University of Hong Kong 1972 — 1977
Bachelor's degree, Economics
Bishop Hall Jubilee School
Citibank, N.A. November 2000 - Present
Wells Fargo HSBC Trade Bank July 1997 - February 2000
Standard Chartered Bank April 1995 - June 1996
Pacific Concord Group December 1993 - April 1995
DBS Bank November 1992 - November 1993
International Bank of California November 1989 - October 1992
Nanyang Commercial Bank, Ltd., USA Agency January 1987 - November 1989
Nanyang Commercial Bank Ltd. (Head Office) February 1985 - January 1987
Deutsche Bank April 1980 - February 1985
Skills
Over 30 years..., Had managed banking..., Supervised banking..., Great connection with..., Had been Financial..., Had experience in..., Expert of International..., Real Estate, Loans, Banking, Commercial Banking, Trade Finance, Credit, Credit Analysis
Education
The Chinese University of Hong Kong 1972 — 1977
Bachelor's degree, Economics
Bishop Hall Jubilee School
Gil Gonzalez Gil Gonzalez's Citibank, NA Experience June 1989 - May 1993
Job Commercial Technology at GE Healthcare / Life Sciences
Industry Pharmaceuticals
Experience
GE Healthcare January 2012 - Present
Merck April 2010 - March 2012
Schering-Plough Corporation December 2006 - April 2010
Schering-Plough December 2002 - December 2006
Schering-Plough July 1998 - December 2002
Lehman Brothers May 1996 - June 1998
Donaldson, Lufkin & Jenrette May 1993 - April 1996
Citibank, N.A. June 1989 - May 1993
Skills
Technology Management, Business Relationship..., Program Management, Six Sigma, Systems Analysis, Cross-functional Team..., Budget Management, Technology..., Staff Mentoring, Offshore Management, Matrix Management, Web Design, Web Architecture, Object Oriented Design, Database Design, SQL, Unix, C++, Java, J2EE, Mobile Technology, Technology Leadership, Business Process..., Change Management, Planning, Budgeting, SDLC, Team Leadership, Vendor Management, Process Improvement, Project Portfolio..., IT Strategy, Software Project..., Visio, Application Development, SharePoint, Team Management, ERP, Leadership, Project Management, PMO, Quality Assurance, Project Planning, Software Development, IT Management, CRM, Business Intelligence, Requirements Analysis, PMP, Integration
Education
Stevens Institute of Technology 1985 — 1989
BS, Computer Science
Stevens Institute of Technology 1985 — 1989
Masters, Computer Science
GE Healthcare January 2012 - Present
Merck April 2010 - March 2012
Schering-Plough Corporation December 2006 - April 2010
Schering-Plough December 2002 - December 2006
Schering-Plough July 1998 - December 2002
Lehman Brothers May 1996 - June 1998
Donaldson, Lufkin & Jenrette May 1993 - April 1996
Citibank, N.A. June 1989 - May 1993
Skills
Technology Management, Business Relationship..., Program Management, Six Sigma, Systems Analysis, Cross-functional Team..., Budget Management, Technology..., Staff Mentoring, Offshore Management, Matrix Management, Web Design, Web Architecture, Object Oriented Design, Database Design, SQL, Unix, C++, Java, J2EE, Mobile Technology, Technology Leadership, Business Process..., Change Management, Planning, Budgeting, SDLC, Team Leadership, Vendor Management, Process Improvement, Project Portfolio..., IT Strategy, Software Project..., Visio, Application Development, SharePoint, Team Management, ERP, Leadership, Project Management, PMO, Quality Assurance, Project Planning, Software Development, IT Management, CRM, Business Intelligence, Requirements Analysis, PMP, Integration
Education
Stevens Institute of Technology 1985 — 1989
BS, Computer Science
Stevens Institute of Technology 1985 — 1989
Masters, Computer Science
Lindsey Boyd's Citibank, NA Experience June 2013 - Present
Job Executive Response Agent at Citibank, N.A.
Industry Financial Services
Experience
Citibank, N.A. June 2013 - Present
KVAT Foods Inc. May 2004 - January 2007
Skills
Management, Customer Service, Banking, Microsoft Office, Risk Management, Project Management, Financial Analysis, Leadership, Business Analysis, Strategic Planning
Education
Northeast State Community College 2014 — 2016
Associate's degree, Business, Management, Marketing, and Related Support Services
Daniel Boone H.S. 2001 — 2004
Citibank, N.A. June 2013 - Present
KVAT Foods Inc. May 2004 - January 2007
Skills
Management, Customer Service, Banking, Microsoft Office, Risk Management, Project Management, Financial Analysis, Leadership, Business Analysis, Strategic Planning
Education
Northeast State Community College 2014 — 2016
Associate's degree, Business, Management, Marketing, and Related Support Services
Daniel Boone H.S. 2001 — 2004
Christian Reynolds's Citibank, NA Experience June 2005 - February 2007
Job Global Management & Business Development Experience
Industry Banking
Experience
Citigroup Global Wealth Management July 2011 - March 2014
Citigroup International Personal Banking February 2007 - July 2011
Citibank, N.A. June 2005 - February 2007
Citibank, N.A. September 2003 - June 2005
Citibank, N.A. April 2000 - September 2003
Education
State University of New York College at Cortland
Bachelor of Arts (B.A.), Music
Citigroup Global Wealth Management July 2011 - March 2014
Citigroup International Personal Banking February 2007 - July 2011
Citibank, N.A. June 2005 - February 2007
Citibank, N.A. September 2003 - June 2005
Citibank, N.A. April 2000 - September 2003
Education
State University of New York College at Cortland
Bachelor of Arts (B.A.), Music
JITASH PURI ( JP )'s Citibank, NA Experience October 2003 - November 2008
Job Relationship Manager HSBC
Industry Banking
Experience
HSBC Bank USA February 2009 - Present
Citibank, N.A. October 2003 - November 2008
Standard Chartered Bank- INDIA June 2002 - February 2003
HDFC Bank 2000 - 2001
Citigroup India 1999 - 2000
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Retail Banking, Credit Cards, Portfolio Management, Investments, Retail, Customer Service, Leadership, Risk Management, Loans, Wealth Management, Cash Management, Financial Services, Financial Analysis, Private Banking, Lines Of Credit, Loan Origination, Small Business Lending, AML, Management, Equities, Cross Selling, Consumer Lending, Mortgage Banking, Strategic Financial..., Mutual Funds, Finance, Mortgage Lending, Trade Finance, Relationship Management, Insurance, Fixed Income, Asset Management, Securities, Financial Risk, Treasury Management, Credit Risk, Investment Banking, Commercial Lending, Sales, Branch Management, Corporate Finance, Financial Advisory, Investment Advisory, Underwriting, Funding, Series 63
Education
Osmania University 1996 — 1997
Bachelor of Commerce (B.Com.), Accounting and Business/Management
HSBC Bank USA February 2009 - Present
Citibank, N.A. October 2003 - November 2008
Standard Chartered Bank- INDIA June 2002 - February 2003
HDFC Bank 2000 - 2001
Citigroup India 1999 - 2000
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Retail Banking, Credit Cards, Portfolio Management, Investments, Retail, Customer Service, Leadership, Risk Management, Loans, Wealth Management, Cash Management, Financial Services, Financial Analysis, Private Banking, Lines Of Credit, Loan Origination, Small Business Lending, AML, Management, Equities, Cross Selling, Consumer Lending, Mortgage Banking, Strategic Financial..., Mutual Funds, Finance, Mortgage Lending, Trade Finance, Relationship Management, Insurance, Fixed Income, Asset Management, Securities, Financial Risk, Treasury Management, Credit Risk, Investment Banking, Commercial Lending, Sales, Branch Management, Corporate Finance, Financial Advisory, Investment Advisory, Underwriting, Funding, Series 63
Education
Osmania University 1996 — 1997
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Francisco Park, MBA Francisco Park, MBA's Citibank, NA Experience May 2009 - April 2010
Job AVP, Commercial Banker at SunTrust
Industry Banking
Experience
SunTrust Bank February 2014 - Present
BB&T Corporation March 2010 - February 2014
Citibank, N.A. May 2009 - April 2010
Citibank, N.A. May 2006 - April 2009
Profit Recovery Partners LLC October 2004 - June 2005
ExxonMobil October 2000 - August 2002
ExxonMobil September 1998 - September 2000
Skills
Financial Analysis, Credit, Banking, Finance, Financial Modeling, Bloomberg Terminal, Branch Management, Loans, Investments, Strategic Planning, Insurance, Relationship Management, Cash Management, Financial Services, Business Strategy, Business Development, Valuation, Retail Banking, Mortgage Lending, Financial Reporting, Risk Management, Bloomberg, Leadership, Commercial Banking, Commercial Lending, Credit Analysis, Strategy, Mergers & Acquisitions, Management, Sales, Portfolio Management, Microsoft Office, Analysis, Program Management, Business Analysis
Education
George Mason University - School of Business 2009 — 2012
MBA, Finance
Northwestern University 1994 — 1998
BA, Environmental Sciences, Economics
Taejon Christian International School 1990 — 1994
HS
SunTrust Bank February 2014 - Present
BB&T Corporation March 2010 - February 2014
Citibank, N.A. May 2009 - April 2010
Citibank, N.A. May 2006 - April 2009
Profit Recovery Partners LLC October 2004 - June 2005
ExxonMobil October 2000 - August 2002
ExxonMobil September 1998 - September 2000
Skills
Financial Analysis, Credit, Banking, Finance, Financial Modeling, Bloomberg Terminal, Branch Management, Loans, Investments, Strategic Planning, Insurance, Relationship Management, Cash Management, Financial Services, Business Strategy, Business Development, Valuation, Retail Banking, Mortgage Lending, Financial Reporting, Risk Management, Bloomberg, Leadership, Commercial Banking, Commercial Lending, Credit Analysis, Strategy, Mergers & Acquisitions, Management, Sales, Portfolio Management, Microsoft Office, Analysis, Program Management, Business Analysis
Education
George Mason University - School of Business 2009 — 2012
MBA, Finance
Northwestern University 1994 — 1998
BA, Environmental Sciences, Economics
Taejon Christian International School 1990 — 1994
HS
Holly Clifford's Citibank, NA Experience 1992 - 1995
Job Business Development, Marketing and Product Leader
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
Cindy Hao's Citibank, NA Experience May 2008 - August 2008
Job Senior Financial Analyst at Pfizer
Industry Pharmaceuticals
Experience
Pfizer August 2013 - Present
Goldman Sachs June 2010 - March 2013
NAI Interactive Ltd March 2009 - June 2010
Citibank, N.A. May 2008 - August 2008
Skills
Liquidity Risk, Accruals, Cost Reporting, Account Reconciliation, Credit Management, Cash Management, Liability Analysis, Bank Reconciliation, SWIFT payments, Month End Close, Expense Management, Stress Testing, Financial Modeling, Financial Analysis, Dividend Policy, Bloomberg, Mandarin, Microsoft Excel
Education
The University of British Columbia / UBC 2005 — 2009
Bachelor of Science (BSc), Statistics and Economics
Peking University 2004 — 2005
Bachelor of Arts (B.A.), Sociology
Pfizer August 2013 - Present
Goldman Sachs June 2010 - March 2013
NAI Interactive Ltd March 2009 - June 2010
Citibank, N.A. May 2008 - August 2008
Skills
Liquidity Risk, Accruals, Cost Reporting, Account Reconciliation, Credit Management, Cash Management, Liability Analysis, Bank Reconciliation, SWIFT payments, Month End Close, Expense Management, Stress Testing, Financial Modeling, Financial Analysis, Dividend Policy, Bloomberg, Mandarin, Microsoft Excel
Education
The University of British Columbia / UBC 2005 — 2009
Bachelor of Science (BSc), Statistics and Economics
Peking University 2004 — 2005
Bachelor of Arts (B.A.), Sociology
Rika Hirata Rika Hirata's Citibank, NA Experience April 1986 - October 1998
Job VicePresident at First Hawaiian Bank
Industry Banking
Experience
First Hawaiian Bank May 2007 - Present
Citibank, N.A. April 1986 - October 1998
Skills
Banking, Commercial Banking, Credit, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Investments, Small Business Lending, Wealth Management, Underwriting, Financial Modeling, Mortgage Lending, Corporate Finance, Investment Banking, Financial Services, Fixed Income
Education
上智大学 / Sophia University 1982 — 1986
Bachelor of Arts (B.A.), Sociology
First Hawaiian Bank May 2007 - Present
Citibank, N.A. April 1986 - October 1998
Skills
Banking, Commercial Banking, Credit, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Investments, Small Business Lending, Wealth Management, Underwriting, Financial Modeling, Mortgage Lending, Corporate Finance, Investment Banking, Financial Services, Fixed Income
Education
上智大学 / Sophia University 1982 — 1986
Bachelor of Arts (B.A.), Sociology
Dilia Amelia Pimentel Pinter Dilia Amelia Pimentel Pinter's Citibank, NA Experience August 2006 - September 2007
Job Senior Vice President, Marketing & Client Communications at Citi
Industry Financial Services
Experience
Citi September 2007 - Present
Citibank, N.A. August 2006 - September 2007
Citibank, Dominican Republic April 2001 - August 2006
Codetel, Dominican Republic April 1993 - April 2001
Banco Popular Dominicano March 1989 - March 1993
Education
Pontificia Universidad Católica Madre y Maestra 2002 — 2004
Master, Business Administration & Corporate Finances
Pontificia Universidad Católica Madre y Maestra 1994 — 1998
Marketing & Business Administration
Pontificia Universidad Católica Madre y Maestra 1989 — 1992
Bilingual Secretary
Colegio Santiago Apostol
Bachelor on Science
Citi September 2007 - Present
Citibank, N.A. August 2006 - September 2007
Citibank, Dominican Republic April 2001 - August 2006
Codetel, Dominican Republic April 1993 - April 2001
Banco Popular Dominicano March 1989 - March 1993
Education
Pontificia Universidad Católica Madre y Maestra 2002 — 2004
Master, Business Administration & Corporate Finances
Pontificia Universidad Católica Madre y Maestra 1994 — 1998
Marketing & Business Administration
Pontificia Universidad Católica Madre y Maestra 1989 — 1992
Bilingual Secretary
Colegio Santiago Apostol
Bachelor on Science
Christopher Roden Christopher Roden's Citibank, NA Experience 1986 - 2000
Job Managing Director at C3 Capital, LLC
Industry Venture Capital & Private Equity
Experience
C3 Capital, LLC January 2012 - Present
Brinkman, Roden & Sonder December 2010 - January 2012
Seabridge Capital, LLC 2000 - 2010
Bristol Bank & Trust 2004 - 2007
Citibank, N.A. 1986 - 2000
Skills
Asset Management, Private Equity, Mergers, Investments, Alternative Investments, Investment Banking, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Entrepreneurship, Asset Managment, Mutual Funds, Equities, Restructuring, Risk Management, Wealth Management, Finance, Mergers & Acquisitions, Strategy, Capital Markets, Funding, Investor Relations, Structured Finance, Financial Analysis, Trading, Investment Strategies, Credit, Business Strategy, Asset Allocation, Leadership, Fixed Income, Management, Investment Advisory, Emerging Markets, Equity Research, Managerial Finance, Venture Capital
Education
The George Washington University - School of Business 1981 — 1986
MBA, Finance & Investments
Admiral Farragut Academy
C3 Capital, LLC January 2012 - Present
Brinkman, Roden & Sonder December 2010 - January 2012
Seabridge Capital, LLC 2000 - 2010
Bristol Bank & Trust 2004 - 2007
Citibank, N.A. 1986 - 2000
Skills
Asset Management, Private Equity, Mergers, Investments, Alternative Investments, Investment Banking, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Entrepreneurship, Asset Managment, Mutual Funds, Equities, Restructuring, Risk Management, Wealth Management, Finance, Mergers & Acquisitions, Strategy, Capital Markets, Funding, Investor Relations, Structured Finance, Financial Analysis, Trading, Investment Strategies, Credit, Business Strategy, Asset Allocation, Leadership, Fixed Income, Management, Investment Advisory, Emerging Markets, Equity Research, Managerial Finance, Venture Capital
Education
The George Washington University - School of Business 1981 — 1986
MBA, Finance & Investments
Admiral Farragut Academy
Scott Leisten Scott Leisten's Citibank, NA Experience August 1985 - August 1986
Job Sr. Solutions Consultant on the DL
Industry Computer Software
Experience
OpenPages/IBM June 2010 - August 2011
Open Text August 2008 - September 2009
Autonomy ZANTAZ June 2004 - April 2008
PeopleSoft (Vantive) January 1996 - February 2004
JP Morgan April 1994 - January 1996
DSET January 1994 - April 1994
Tandem Computers February 1988 - August 1993
Merrill Lynch August 1986 - January 1988
Citibank, N.A. August 1985 - August 1986
Datapoint Corporation January 1982 - August 1985
Education
Queens College
M.A., Computer Science
Queens College
B.A., Mathematics
OpenPages/IBM June 2010 - August 2011
Open Text August 2008 - September 2009
Autonomy ZANTAZ June 2004 - April 2008
PeopleSoft (Vantive) January 1996 - February 2004
JP Morgan April 1994 - January 1996
DSET January 1994 - April 1994
Tandem Computers February 1988 - August 1993
Merrill Lynch August 1986 - January 1988
Citibank, N.A. August 1985 - August 1986
Datapoint Corporation January 1982 - August 1985
Education
Queens College
M.A., Computer Science
Queens College
B.A., Mathematics
Franklin Gourdet Franklin Gourdet's Citibank, NA Experience 1961 - 1999
Job Former coowner and Director at Community Federal Savings Bank
Industry Banking
Experience
Community Federal S/B Director/Part OwnerCommunity Federal Savings BankJuly 2001 - September 2011
Citicorp/Citibank, NA 1961 - 1999
Citibank, N.A. 1961 - 1999
Citigroup 1961 - 1999
Citi 1961 - 1999
Skills
Banking, Financial Risk, Risk Management, Cash Management, Fixed Income, Credit, Credit Risk, AML, Commercial Banking, Trade Finance, Portfolio Management, Financial Modeling, Loans, Capital Markets, Financial Analysis, Retail Banking, Financial Services, Operational Risk, Credit Cards, Executive Management, Payments, Securities, FX Options, Investments, Finance, Equities, Asset Management, Investment Banking, Strategic Financial..., Treasury Management
Education
Queens College 1961 — 1966
Accounting
Community Federal S/B Director/Part OwnerCommunity Federal Savings BankJuly 2001 - September 2011
Citicorp/Citibank, NA 1961 - 1999
Citibank, N.A. 1961 - 1999
Citigroup 1961 - 1999
Citi 1961 - 1999
Skills
Banking, Financial Risk, Risk Management, Cash Management, Fixed Income, Credit, Credit Risk, AML, Commercial Banking, Trade Finance, Portfolio Management, Financial Modeling, Loans, Capital Markets, Financial Analysis, Retail Banking, Financial Services, Operational Risk, Credit Cards, Executive Management, Payments, Securities, FX Options, Investments, Finance, Equities, Asset Management, Investment Banking, Strategic Financial..., Treasury Management
Education
Queens College 1961 — 1966
Accounting
Yasmin Thakkar Yasmin Thakkar's Citibank, NA Experience February 2012 - February 2013
Job Business Banker at CITIBANK, N.A.
Industry Banking
Experience
CITIBANK, N.A. February 2012 - February 2013
Citibank, N.A. June 2010 - January 2012
Chevy Chase Bank, a division of Capital One Bank, N.A November 2009 - May 2010
HSBC Bank USA, N.A March 2009 - August 2009
Citibank December 2007 - February 2009
Citibank October 1991 - November 2007
Citibank April 1989 - September 1991
Skills
Listening, Client Relationship..., Strategic Planning, Attention To Detail, Banking, CRM, Credit, New Business Development, Strategy
Education
St. Xavier's College
Diploma in Education, Liberal Arts
University of Mumbai
B. A, English Literature & Sociology
CITIBANK, N.A. February 2012 - February 2013
Citibank, N.A. June 2010 - January 2012
Chevy Chase Bank, a division of Capital One Bank, N.A November 2009 - May 2010
HSBC Bank USA, N.A March 2009 - August 2009
Citibank December 2007 - February 2009
Citibank October 1991 - November 2007
Citibank April 1989 - September 1991
Skills
Listening, Client Relationship..., Strategic Planning, Attention To Detail, Banking, CRM, Credit, New Business Development, Strategy
Education
St. Xavier's College
Diploma in Education, Liberal Arts
University of Mumbai
B. A, English Literature & Sociology
Kathryn Covert Kathryn Covert's Citibank, NA Experience February 2013 - Present
Job Senior Vice President Real Estate Oversight Project Manager. Project Team Lead Asia at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. February 2013 - Present
Citibank, N.A. June 2011 - Present
Citibank, N.A. October 2008 - May 2011
Citibank, N.A. October 2005 - September 2008
Let's Entertain January 2003 - December 2005
FGB Realty Advisors/First Gibraltar Bank August 1984 - February 1993
Skills
Asset Managment, Strategic Planning, Commercial Mortgages, Sales, Business Development, Loans, Credit, Disposition, Banking, Portfolio Management, Commercial Real Estate, Negotiation, New Business Development, Credit Risk, Asset Management, Real Estate
Education
Southern Methodist University - Cox School of Business 1979 — 1983
BBA
The University of Texas at Dallas
The University of Texas at Dallas
Citibank, N.A. February 2013 - Present
Citibank, N.A. June 2011 - Present
Citibank, N.A. October 2008 - May 2011
Citibank, N.A. October 2005 - September 2008
Let's Entertain January 2003 - December 2005
FGB Realty Advisors/First Gibraltar Bank August 1984 - February 1993
Skills
Asset Managment, Strategic Planning, Commercial Mortgages, Sales, Business Development, Loans, Credit, Disposition, Banking, Portfolio Management, Commercial Real Estate, Negotiation, New Business Development, Credit Risk, Asset Management, Real Estate
Education
Southern Methodist University - Cox School of Business 1979 — 1983
BBA
The University of Texas at Dallas
The University of Texas at Dallas
Victoria Jackson Victoria Jackson's Citibank, NA Experience February 2012 - December 2014
Job Vice President, Regional Sales and Marketing at Citibank, N.A.
Industry Financial Services
Experience
Capital One June 2015 - Present
Citibank, N.A. February 2012 - December 2014
American Express February 2009 - February 2012
American Express October 2001 - January 2009
PricewaterhouseCoopers April 1995 - June 2001
Thompson Publishing Group November 1991 - March 1995
Skills
Leadership, Management, Program Management, Team Building, Marketing, Product Development, Project Planning, Customer Service, Finance, Strategic Partnerships, Credit Cards, Relationship Management, Marketing Communications, Strategy, Marketing Strategy, Vendor Management, CRM, Strategic Planning, Business Development, Sales, Analytics, Integrated Marketing, Event Planning, B2B, Budgets, Direct Sales, New Business Development, Social Media Marketing, Advertising, Sales Management, Social Media, Event Management, Financial Services, Banking
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Marketing
Capital One June 2015 - Present
Citibank, N.A. February 2012 - December 2014
American Express February 2009 - February 2012
American Express October 2001 - January 2009
PricewaterhouseCoopers April 1995 - June 2001
Thompson Publishing Group November 1991 - March 1995
Skills
Leadership, Management, Program Management, Team Building, Marketing, Product Development, Project Planning, Customer Service, Finance, Strategic Partnerships, Credit Cards, Relationship Management, Marketing Communications, Strategy, Marketing Strategy, Vendor Management, CRM, Strategic Planning, Business Development, Sales, Analytics, Integrated Marketing, Event Planning, B2B, Budgets, Direct Sales, New Business Development, Social Media Marketing, Advertising, Sales Management, Social Media, Event Management, Financial Services, Banking
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Marketing
Rich Feinsilver Rich Feinsilver's Citibank, NA Experience 1979 - 1988
Job Long Island based Consumer Bankruptcy and Real Estate Attorney Closing Agent for Prospect Mortgage and PNC Mortgage
Industry Law Practice
Experience
Richard S. Feinsilver, Esq. 1988 - Present
National Business Institute (NBI, Inc.) April 2008 - January 2011
Citibank, N.A. 1979 - 1988
Skills
Bankruptcy, Legal Assistance, Real Estate, Chapter 7, Real Estate Transactions, Chapter 13 Bankruptcy, Foreclosures, Small Business, Financial Services, Foreclosure Defense, Mortgage Lending, Closings
Education
New York Law School 1979 — 1983
J.D.
Saint John's University 1976 — 1979
B.A., Government and Politics
Richard S. Feinsilver, Esq. 1988 - Present
National Business Institute (NBI, Inc.) April 2008 - January 2011
Citibank, N.A. 1979 - 1988
Skills
Bankruptcy, Legal Assistance, Real Estate, Chapter 7, Real Estate Transactions, Chapter 13 Bankruptcy, Foreclosures, Small Business, Financial Services, Foreclosure Defense, Mortgage Lending, Closings
Education
New York Law School 1979 — 1983
J.D.
Saint John's University 1976 — 1979
B.A., Government and Politics
Dede Horowicz Dede Horowicz's Citibank, NA Experience 1988 - 1995
Job Director, Global Consumer & Digital Marketing at Lionbridge Technologies, Global Leader in Language Services & Solutions
Industry Information Technology and Services
Experience
Lionbridge Technologies, Inc. 2015 - Present
Atlantic Home Loans 2013 - 2015
Citibank, N.A. 1988 - 1995
The Fuji Bank, Ltd. (now part of Mizuho Bank) 1984 - 1988
Skills
Website Globalization, Multilingual SEO, Interpretation, Translation, Translation Memory, Proxy Translation, Structuring Solutions, International Marketing..., eLearning, Financial Services, Banking, Real Estate, Real Estate Economics, Prospecting Skills, Lead Generation, Sales, Business Development, Team Leadership, Account Management, Customer Service, Transaction Management, Financial Structuring, Financial Analysis, Credit Analysis
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MIBS, International Business
Rutgers University-New Brunswick 1975 — 1979
BA, Biology, Zoology
Lionbridge Technologies, Inc. 2015 - Present
Atlantic Home Loans 2013 - 2015
Citibank, N.A. 1988 - 1995
The Fuji Bank, Ltd. (now part of Mizuho Bank) 1984 - 1988
Skills
Website Globalization, Multilingual SEO, Interpretation, Translation, Translation Memory, Proxy Translation, Structuring Solutions, International Marketing..., eLearning, Financial Services, Banking, Real Estate, Real Estate Economics, Prospecting Skills, Lead Generation, Sales, Business Development, Team Leadership, Account Management, Customer Service, Transaction Management, Financial Structuring, Financial Analysis, Credit Analysis
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MIBS, International Business
Rutgers University-New Brunswick 1975 — 1979
BA, Biology, Zoology
Michele Olton Michele Olton's Citibank, NA Experience December 1982 - September 1998
Job Senior Vice President HR & Administration at The Harry Fox Agency
Industry Entertainment
Experience
The Harry Fox Agency May 2001 - Present
Prudential Financial October 1998 - April 2001
Citibank, N.A. December 1982 - September 1998
Skills
Human Resources, Talent Management, Social Media, Music Publishing, Digital Media, Strategic Partnerships, Entertainment, Social Networking, Marketing, Employee Benefits, Licensing, Music Industry
Education
Saint John's University 1980 — 1982
BS, Communications/Business
Nassau Community College 1978 — 1980
Associate’s Degree, Communication Arts
A.G. Berner High School
The Harry Fox Agency May 2001 - Present
Prudential Financial October 1998 - April 2001
Citibank, N.A. December 1982 - September 1998
Skills
Human Resources, Talent Management, Social Media, Music Publishing, Digital Media, Strategic Partnerships, Entertainment, Social Networking, Marketing, Employee Benefits, Licensing, Music Industry
Education
Saint John's University 1980 — 1982
BS, Communications/Business
Nassau Community College 1978 — 1980
Associate’s Degree, Communication Arts
A.G. Berner High School
Lisa Berry Lisa Berry's Citibank, NA Experience February 1994 - March 1997
Job Managing Director at PGB Trust and Investments of Delaware
Industry Banking
Experience
PGB Trust and Investments of Delaware 2012 - Present
PGB Trust and Investments of Delaware 2012 - Present
US Trust, Bank of America 2002 - 2012
First Union Capital Managment Group March 1999 - March 2003
PNC March 1997 - March 1999
Citibank, N.A. February 1994 - March 1997
Chase Manhattan Bank, N.A. June 1984 - February 1994
Skills
Management, Team Building, Sales, Risk Management, Strategic Planning, New Business Development, Financial Planning, Sales Management, Investments, Wealth Management, Banking, Portfolio Management, Finance, Financial Services, Business Development, Asset Management, Public Speaking, Trusts, Relationship Management, Credit
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
New Providence High School 1976 — 1980
High School Degree, College/University Preparatory and Advanced High School/Secondary Diploma Program
PGB Trust and Investments of Delaware 2012 - Present
PGB Trust and Investments of Delaware 2012 - Present
US Trust, Bank of America 2002 - 2012
First Union Capital Managment Group March 1999 - March 2003
PNC March 1997 - March 1999
Citibank, N.A. February 1994 - March 1997
Chase Manhattan Bank, N.A. June 1984 - February 1994
Skills
Management, Team Building, Sales, Risk Management, Strategic Planning, New Business Development, Financial Planning, Sales Management, Investments, Wealth Management, Banking, Portfolio Management, Finance, Financial Services, Business Development, Asset Management, Public Speaking, Trusts, Relationship Management, Credit
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Rutgers University-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Psychology
New Providence High School 1976 — 1980
High School Degree, College/University Preparatory and Advanced High School/Secondary Diploma Program
Meryl Enerson Meryl Enerson's Citibank, NA Experience 1989 - 1994
Job User Experience Lead | Usability Consultant
Industry Internet
Experience
Enervision Media Inc. January 1998 - Present
Interaxis Corporation 1994 - 1998
Citibank, N.A. 1989 - 1994
Skills
Information Architecture, User Experience, Usability Testing, Requirements Analysis, Web Applications, Prototyping, User Interface, Interaction Design, Web Design, User-centered Design, User Interface Design, Heuristic Evaluation, Design Strategy, Wire Framing, Card Sorting, User Scenarios, Paper Prototyping, Usability Design, Usability Engineering, Task Analysis, Experience Design, Information Design, Strategy, Content Management, Digital Media, Content Strategy, Mobile Applications, Web Analytics, CMS, Start-ups, Digital Strategy, Usability, User Experience Design
Education
New York University
Masters
University of Michigan
Bachelors
Enervision Media Inc. January 1998 - Present
Interaxis Corporation 1994 - 1998
Citibank, N.A. 1989 - 1994
Skills
Information Architecture, User Experience, Usability Testing, Requirements Analysis, Web Applications, Prototyping, User Interface, Interaction Design, Web Design, User-centered Design, User Interface Design, Heuristic Evaluation, Design Strategy, Wire Framing, Card Sorting, User Scenarios, Paper Prototyping, Usability Design, Usability Engineering, Task Analysis, Experience Design, Information Design, Strategy, Content Management, Digital Media, Content Strategy, Mobile Applications, Web Analytics, CMS, Start-ups, Digital Strategy, Usability, User Experience Design
Education
New York University
Masters
University of Michigan
Bachelors
Keith G. Galfo Keith G. Galfo's Citibank, NA Experience February 2008 - Present
Job
Industry Banking
Experience
Citibank, N.A. February 2008 - Present
The Bank of New York Mellon October 1986 - February 2008
Skills
Finance, Investments, Corporate Law, Securities, Negotiation, Investment Banking, Private Placements, Management, Financial Structuring, IPO, Real Estate, Capital Markets
Education
Pace University
M.B.A., International Business and Finance
State University of New York at Geneseo
Bachelor of Science (B.S.), Management Science / Industrial & Labor Relations
Citibank, N.A. February 2008 - Present
The Bank of New York Mellon October 1986 - February 2008
Skills
Finance, Investments, Corporate Law, Securities, Negotiation, Investment Banking, Private Placements, Management, Financial Structuring, IPO, Real Estate, Capital Markets
Education
Pace University
M.B.A., International Business and Finance
State University of New York at Geneseo
Bachelor of Science (B.S.), Management Science / Industrial & Labor Relations
Karen Wagner Karen Wagner's Citibank, NA Experience 1981 - 1991
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings January 2011 - Present
National Public Finance Guarantee Corp. 2008 - 2010
MBIA Insurance Corporation 2006 - 2008
MBIA Insurance Corporation 2004 - 2006
MBIA Insurance Corporation 1999 - 2004
Barclays Capital 1996 - 1999
Barclays Capital 1991 - 1996
Citibank, N.A. 1981 - 1991
Education
Purchase College, SUNY 2010 — 2011
Fundraising and Board Development
Pace University
BA, Economics
Fitch Ratings January 2011 - Present
National Public Finance Guarantee Corp. 2008 - 2010
MBIA Insurance Corporation 2006 - 2008
MBIA Insurance Corporation 2004 - 2006
MBIA Insurance Corporation 1999 - 2004
Barclays Capital 1996 - 1999
Barclays Capital 1991 - 1996
Citibank, N.A. 1981 - 1991
Education
Purchase College, SUNY 2010 — 2011
Fundraising and Board Development
Pace University
BA, Economics
Vincent J. Bitetto Vincent J. Bitetto's Citibank, NA Experience June 2000 - August 2002
Job Digital Marketing Executive
Industry Marketing and Advertising
Experience
GreenPearl Events June 2013 - March 2015
TheStreet March 2012 - September 2012
Experian CheetahMail November 2010 - November 2011
Bare Web (Bare Necessities) June 2010 - November 2010
Oberon Media March 2006 - December 2009
Yahoo! February 2004 - March 2006
Medco Health Solutions (Merck-Medco) August 2002 - September 2003
Citibank, N.A. June 2000 - August 2002
Automatic Data Processing (ADP) June 1997 - June 2000
VMI Communications & Learning Systems March 1996 - June 1997
Skills
Email Marketing, Online Advertising, Web Analytics, E-commerce, Digital Marketing, Direct Marketing, Analytics, Social Media Marketing, Social Media, Lead Generation, Marketing Strategy, Google Analytics, Web Marketing, Advertising, Marketing, Customer Acquisition, Segmentation, CRM, Omniture, Social Networking, Online Marketing, Integrated Marketing, Newsletters
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2013
Digital Marketing Certification, Center for Management Development
Montclair State University 1989 — 1993
Bachelor's of Science, Business Administration -- Marketing and Management
West Essex High School
GreenPearl Events June 2013 - March 2015
TheStreet March 2012 - September 2012
Experian CheetahMail November 2010 - November 2011
Bare Web (Bare Necessities) June 2010 - November 2010
Oberon Media March 2006 - December 2009
Yahoo! February 2004 - March 2006
Medco Health Solutions (Merck-Medco) August 2002 - September 2003
Citibank, N.A. June 2000 - August 2002
Automatic Data Processing (ADP) June 1997 - June 2000
VMI Communications & Learning Systems March 1996 - June 1997
Skills
Email Marketing, Online Advertising, Web Analytics, E-commerce, Digital Marketing, Direct Marketing, Analytics, Social Media Marketing, Social Media, Lead Generation, Marketing Strategy, Google Analytics, Web Marketing, Advertising, Marketing, Customer Acquisition, Segmentation, CRM, Omniture, Social Networking, Online Marketing, Integrated Marketing, Newsletters
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2013
Digital Marketing Certification, Center for Management Development
Montclair State University 1989 — 1993
Bachelor's of Science, Business Administration -- Marketing and Management
West Essex High School
Marianne Ruggiero Marianne Ruggiero's Citibank, NA Experience 1988 - 1990
Job Career Adviser
Industry Professional Training & Coaching
Experience
Optima Careers LLC May 2004 - Present
Geller & Company 2001 - 2003
ING Investment Bank, The Americas 1998 - 1999
J. Crew Group Inc. 1993 - 1998
GFT USA 1990 - 1993
Citibank, N.A. 1988 - 1990
Salomon Brothers 1987 - 1988
American Express Company 1979 - 1987
Skills
Career Management, Executive Coaching, Organizational..., Performance Management, Career Direction, Networking &..., Job Search Strategies &..., Managing Performance..., Talent Acquisition, Career Development, Succession Planning, Organizational..., Interviews, Recruiting, Career Counseling, Human Resources, Mergers & Acquisitions, Talent Management, Leadership, Coaching, Leadership Development, Workshop Facilitation, Management Consulting, Personnel Management, Organizational Design, Training, Strategy, Executive Search, Culture Change
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Management
Academy of Mt. St. Vincent
Optima Careers LLC May 2004 - Present
Geller & Company 2001 - 2003
ING Investment Bank, The Americas 1998 - 1999
J. Crew Group Inc. 1993 - 1998
GFT USA 1990 - 1993
Citibank, N.A. 1988 - 1990
Salomon Brothers 1987 - 1988
American Express Company 1979 - 1987
Skills
Career Management, Executive Coaching, Organizational..., Performance Management, Career Direction, Networking &..., Job Search Strategies &..., Managing Performance..., Talent Acquisition, Career Development, Succession Planning, Organizational..., Interviews, Recruiting, Career Counseling, Human Resources, Mergers & Acquisitions, Talent Management, Leadership, Coaching, Leadership Development, Workshop Facilitation, Management Consulting, Personnel Management, Organizational Design, Training, Strategy, Executive Search, Culture Change
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Management
Academy of Mt. St. Vincent
Pamela Drummond Pamela Drummond's Citibank, NA Experience April 2002 - November 2005
Job License Real Estate Salesperson
Industry Real Estate
Experience
Keller Williams Realty Group March 2004 - Present
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield September 2011 - 2012
BronxWorks August 2007 - June 2010
JPMorgan Chase March 2004 - July 2007
Citibank, N.A. April 2002 - November 2005
Skills
Investment Banking, Residential Homes, Short Sales, Real Estate, Investment Properties, First Time Home Buyers, Sellers, REO, Real Estate Transactions, Referrals, Mortgage Lending, Foreclosures, Selling, Investments, FHA, Investors, Relocation, Property Management, Sales, Condos, Banking, Marketing, Entrepreneurship, Training, Commercial Real Estate, Small Business, Contract Negotiation, Listings, Negotiation, Rentals, Loans
Education
Monroe College 2001 — 2003
Bachelor, Business Adm/finance
Bronx Community College 1980 — 1982
AS, Computer Science
Keller Williams Realty Group March 2004 - Present
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield September 2011 - 2012
BronxWorks August 2007 - June 2010
JPMorgan Chase March 2004 - July 2007
Citibank, N.A. April 2002 - November 2005
Skills
Investment Banking, Residential Homes, Short Sales, Real Estate, Investment Properties, First Time Home Buyers, Sellers, REO, Real Estate Transactions, Referrals, Mortgage Lending, Foreclosures, Selling, Investments, FHA, Investors, Relocation, Property Management, Sales, Condos, Banking, Marketing, Entrepreneurship, Training, Commercial Real Estate, Small Business, Contract Negotiation, Listings, Negotiation, Rentals, Loans
Education
Monroe College 2001 — 2003
Bachelor, Business Adm/finance
Bronx Community College 1980 — 1982
AS, Computer Science
Sabrina Bailey Sabrina Bailey's Citibank, NA Experience July 2013 - November 2014
Job Vice President Portfolio Manager at Associated Bank
Industry Banking
Experience
Associated Bank November 2014 - Present
Citibank, N.A. July 2013 - November 2014
Citibank, N.A. June 2010 - July 2013
Skills
Portfolio Management, Banking, Commercial Lending, Capital Markets, Credit, Due Diligence, Commercial Banking, Credit Risk, Investments, Derivatives, Financial Modeling, Credit Analysis, Financial Analysis
Education
Texas A&M University
B.S., Economics
Associated Bank November 2014 - Present
Citibank, N.A. July 2013 - November 2014
Citibank, N.A. June 2010 - July 2013
Skills
Portfolio Management, Banking, Commercial Lending, Capital Markets, Credit, Due Diligence, Commercial Banking, Credit Risk, Investments, Derivatives, Financial Modeling, Credit Analysis, Financial Analysis
Education
Texas A&M University
B.S., Economics
Alex Len Alex Len's Citibank, NA Experience November 1998 - March 2000
Job Assistant Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2010 - Present
UBS Financial Services Inc. August 2006 - May 2010
Gemini Systems March 2005 - August 2006
NYC DOHMH May 2003 - March 2005
Qwest Communications March 2000 - May 2003
Citibank, N.A. November 1998 - March 2000
Federal Reserve Bank of New York January 1997 - September 1998
Skills
J2EE Application..., Core Java, Spring, Web Development, DHTML, AJAX Frameworks, CSS Javascript, SQL Server, Oracle 9i, Eclipse, SDLC, Web Content Management, Wealth Management, Equity Research, Fixed Income, Oracle
Education
Polytechnic University 1993 — 1996
Bachelor of Science (B.S.), Computer Science
Barclays Capital April 2010 - Present
UBS Financial Services Inc. August 2006 - May 2010
Gemini Systems March 2005 - August 2006
NYC DOHMH May 2003 - March 2005
Qwest Communications March 2000 - May 2003
Citibank, N.A. November 1998 - March 2000
Federal Reserve Bank of New York January 1997 - September 1998
Skills
J2EE Application..., Core Java, Spring, Web Development, DHTML, AJAX Frameworks, CSS Javascript, SQL Server, Oracle 9i, Eclipse, SDLC, Web Content Management, Wealth Management, Equity Research, Fixed Income, Oracle
Education
Polytechnic University 1993 — 1996
Bachelor of Science (B.S.), Computer Science
Allison Kaufman Allison Kaufman's Citibank, NA Experience January 1988 - January 1993
Job Sourcing/Banking
Industry Banking
Experience
lululemon athletica September 2013 - Present
Chase Manhattan Bank/Management Consulting Center/Corporate Sourcing January 1997 - January 2001
Chase Manhattan Bank/Global Payments and Treasury Services January 1993 - January 1997
Citibank, N.A. January 1988 - January 1993
World Corporate Group January 1988 - January 1990
MID TOWN BANK AND TRUST COMPANY January 1986 - January 1987
Skills
Vendor Relations, Sales Management, Contract Negotiation, Contract Management, Organizational..., Organizational Structure, Supplier Management, Customer Relations, Negotiation
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and Marketing
University of Pennsylvania 1984 — 1986
B.A., Economics, French
Smith College 1982 — 1984
Economics, French
lululemon athletica September 2013 - Present
Chase Manhattan Bank/Management Consulting Center/Corporate Sourcing January 1997 - January 2001
Chase Manhattan Bank/Global Payments and Treasury Services January 1993 - January 1997
Citibank, N.A. January 1988 - January 1993
World Corporate Group January 1988 - January 1990
MID TOWN BANK AND TRUST COMPANY January 1986 - January 1987
Skills
Vendor Relations, Sales Management, Contract Negotiation, Contract Management, Organizational..., Organizational Structure, Supplier Management, Customer Relations, Negotiation
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and Marketing
University of Pennsylvania 1984 — 1986
B.A., Economics, French
Smith College 1982 — 1984
Economics, French
A. Robert af Ursin A. Robert af Ursin's Citibank, NA Experience June 1989 - January 1992
Job Independent Investment Management Professional
Industry Investment Management
Experience
Self March 2004 - Present
HSBC-Republic Private Bank January 2003 - March 2004
Clariden Asset Management Inc., Credit Suisse Group June 1997 - January 2003
The Chase Manhattan Bank March 1994 - June 1997
Latin American Banking Group January 1992 - March 1994
Citibank, N.A. June 1989 - January 1992
Citibank, N.A. June 1986 - June 1989
Skills
Bilingual:..., Fluent: Finnish, Working knowledge:...
Education
The American College 2005 — 2006
Chartered Financial Consultant, Finance
Thunderbird School of Global Management
MBA, MBA
University of Northern Iowa
B.A., Economics
Self March 2004 - Present
HSBC-Republic Private Bank January 2003 - March 2004
Clariden Asset Management Inc., Credit Suisse Group June 1997 - January 2003
The Chase Manhattan Bank March 1994 - June 1997
Latin American Banking Group January 1992 - March 1994
Citibank, N.A. June 1989 - January 1992
Citibank, N.A. June 1986 - June 1989
Skills
Bilingual:..., Fluent: Finnish, Working knowledge:...
Education
The American College 2005 — 2006
Chartered Financial Consultant, Finance
Thunderbird School of Global Management
MBA, MBA
University of Northern Iowa
B.A., Economics
Rachel Stancati's Citibank, NA Experience December 2012 - Present
Job Personal Banker at Citi
Industry Banking
Experience
Citibank, N.A. December 2012 - Present
Education
SUNY Empire State College 2012 — 2015
Master of Business Administration (M.B.A.)
St. Joseph's College 2001 — 2006
Bachelor of Science (B.S.)
Bay Shore High School 1997 — 2001
High School Diploma
Citibank, N.A. December 2012 - Present
Education
SUNY Empire State College 2012 — 2015
Master of Business Administration (M.B.A.)
St. Joseph's College 2001 — 2006
Bachelor of Science (B.S.)
Bay Shore High School 1997 — 2001
High School Diploma
Melanie Urick Baschkin's Citibank, NA Experience October 1994 - June 1999
Job Senior Investment Professional in Investment Strategy and Platform Management, Due Diligence; NonProfit Fundraiser
Industry Financial Services
Experience
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Fred Zielke's Citibank, NA Experience 1976 - 1979
Job Audit Manager IT & Data Analytics; MBA, CISA, CRISC, CFSA
Industry Financial Services
Experience
TD Bank, N.A. 2011 - Present
TD Bank, N.A. 2007 - 2011
TD Bank, N.A. (Formerly Commerce Bank, N.A.) 2001 - 2007
TD Bank, N.A. (Formerly Commerce Bank, N.A.) 1997 - 2001
PNC Bank, N.A. (Formerly MidLantic Bank, N.A.) 1993 - 1997
PNC Bank, N.A. (Formerly MidLantic Bank, N.A.) 1979 - 1993
Citibank, N.A. 1976 - 1979
Skills
CORE COMPETENCIES, Risk Analysis and..., Problem Identification..., Business Processes..., Relationship Building..., Data Acquisition and..., Interpersonal and..., Regulatory Compliance..., Training and Development, <<<<<<<<<< >>>>>>>>>>, TECHNICAL SKILLSET, MS Office (Word, Excel,..., SharePoint, ACL Analytics, IBM Domino Designer, Monarch, Tableau, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Banking
Education
The Chubb Institute of Computer Technology 1986 — 1989
Computer Programming, Mainframe
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Montclair State University 1974 — 1976
BBS, Accounting
Ramapo College of New Jersey 1972 — 1974
Non-Degreed Transfer to Montclair State University, Major was in Environmental Science
TD Bank, N.A. 2011 - Present
TD Bank, N.A. 2007 - 2011
TD Bank, N.A. (Formerly Commerce Bank, N.A.) 2001 - 2007
TD Bank, N.A. (Formerly Commerce Bank, N.A.) 1997 - 2001
PNC Bank, N.A. (Formerly MidLantic Bank, N.A.) 1993 - 1997
PNC Bank, N.A. (Formerly MidLantic Bank, N.A.) 1979 - 1993
Citibank, N.A. 1976 - 1979
Skills
CORE COMPETENCIES, Risk Analysis and..., Problem Identification..., Business Processes..., Relationship Building..., Data Acquisition and..., Interpersonal and..., Regulatory Compliance..., Training and Development, <<<<<<<<<< >>>>>>>>>>, TECHNICAL SKILLSET, MS Office (Word, Excel,..., SharePoint, ACL Analytics, IBM Domino Designer, Monarch, Tableau, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Banking
Education
The Chubb Institute of Computer Technology 1986 — 1989
Computer Programming, Mainframe
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Montclair State University 1974 — 1976
BBS, Accounting
Ramapo College of New Jersey 1972 — 1974
Non-Degreed Transfer to Montclair State University, Major was in Environmental Science
Dara Almodovar Dara Almodovar's Citibank, NA Experience 2006 - 2011
Job Account Manager
Industry Human Resources
Experience
Grant Associates Inc January 2013 - Present
ACS, A Xerox Company 2012 - 2012
Citibank, N.A. 2006 - 2011
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Recruiting, Onboarding, Technical Recruiting, Human Resources, Sourcing, Internet Recruiting, HRIS, Executive Search, College Recruiting, Screening, Temporary Placement, Taleo, Leadership, Management
Education
Nyack College 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Human Resources
Grant Associates Inc January 2013 - Present
ACS, A Xerox Company 2012 - 2012
Citibank, N.A. 2006 - 2011
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Recruiting, Onboarding, Technical Recruiting, Human Resources, Sourcing, Internet Recruiting, HRIS, Executive Search, College Recruiting, Screening, Temporary Placement, Taleo, Leadership, Management
Education
Nyack College 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Human Resources
Donna Brennan Donna Brennan's Citibank, NA Experience October 1979 - April 1993
Job EBT Technical Writer at FIS
Industry Financial Services
Experience
FIS May 2015 - Present
J.P. Morgan 2006 - 2014
The Quest Group, Inc. October 2003 - March 2006
Wilkes Reporting Service 1994 - 2003
Citibank, N.A. October 1979 - April 1993
Skills
EBT, Technical Writing, Technical Communication, Technical Documentation, Requirements Analysis, Software Documentation, Business Analysis, Requirements Gathering, Business Requirements, Risk Management, Project Delivery, Process Improvement, Financial Services, Microsoft Word, PowerPoint, SharePoint, Version Control, Microsoft Excel, Author-it, Content Writing, Content Management, Structured Authoring, Documentation, Document Management, Archival Management, Copy Editing, Proofreading, Editing, Banking, SDLC, Photoshop
Education
Society for Technical Communication 2011 — 2014
Technical Communication 101
Scripps College 1975 — 1978
Bachelor of Arts (B.A.), Fine and Studio Arts/Humanities
FIS May 2015 - Present
J.P. Morgan 2006 - 2014
The Quest Group, Inc. October 2003 - March 2006
Wilkes Reporting Service 1994 - 2003
Citibank, N.A. October 1979 - April 1993
Skills
EBT, Technical Writing, Technical Communication, Technical Documentation, Requirements Analysis, Software Documentation, Business Analysis, Requirements Gathering, Business Requirements, Risk Management, Project Delivery, Process Improvement, Financial Services, Microsoft Word, PowerPoint, SharePoint, Version Control, Microsoft Excel, Author-it, Content Writing, Content Management, Structured Authoring, Documentation, Document Management, Archival Management, Copy Editing, Proofreading, Editing, Banking, SDLC, Photoshop
Education
Society for Technical Communication 2011 — 2014
Technical Communication 101
Scripps College 1975 — 1978
Bachelor of Arts (B.A.), Fine and Studio Arts/Humanities
Harry Greenwood Harry Greenwood's Citibank, NA Experience July 1975 - February 1979
Job President, Spencer White & Company
Industry Staffing and Recruiting
Experience
Spencer White & Company February 1982 - Present
Lloyds Bank California February 1979 - February 1982
Citibank, N.A. July 1975 - February 1979
Skills
Executive Search, Banking, Credit Unions, Commercial Banking, Retail Banking, Private Banking, Wealth Management, Investment Banking, Credit, Credit Risk, Compliance Management, Mortgage Banking, Trust Services, Trust Management, Financial Management, Financial Reporting, Portfolio Management, Executive Management, Executive Development, High Net Worth..., Recruitment/Retention, Sales Recruitment
Education
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1976
B.S., Management Science, 1976, Management & Information Technology
Spencer White & Company February 1982 - Present
Lloyds Bank California February 1979 - February 1982
Citibank, N.A. July 1975 - February 1979
Skills
Executive Search, Banking, Credit Unions, Commercial Banking, Retail Banking, Private Banking, Wealth Management, Investment Banking, Credit, Credit Risk, Compliance Management, Mortgage Banking, Trust Services, Trust Management, Financial Management, Financial Reporting, Portfolio Management, Executive Management, Executive Development, High Net Worth..., Recruitment/Retention, Sales Recruitment
Education
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1976
B.S., Management Science, 1976, Management & Information Technology
Donald Kyle Donald Kyle's Citibank, NA Experience 1981 - 1991
Job Senior Managing Director at GE Capital Markets, Inc.
Industry Capital Markets
Experience
GE Capital Markets, Inc. November 2004 - Present
Societe Generale 1997 - 2004
UBS Securities 1991 - 1997
Citibank, N.A. 1981 - 1991
Manufacturers Hanover Trust September 1977 - May 1981
Skills
Syndications, Private Placements, Banking, Credit, Loans, Energy, Capital Structure, Renewable Energy, Project Finance, Capital Markets, Corporate Finance, Leveraged Finance, Asset Based Lending, Business Strategy, Divestitures, Executive Management, Financial Advisory, Financial Institutions, Financial Structuring, IPO, Investment Management, Joint Ventures, Leadership, Management, Structured Finance, Trading, Wind
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Management
St. Lawrence University 1973 — 1977
BA, Economics
GE Capital Markets, Inc. November 2004 - Present
Societe Generale 1997 - 2004
UBS Securities 1991 - 1997
Citibank, N.A. 1981 - 1991
Manufacturers Hanover Trust September 1977 - May 1981
Skills
Syndications, Private Placements, Banking, Credit, Loans, Energy, Capital Structure, Renewable Energy, Project Finance, Capital Markets, Corporate Finance, Leveraged Finance, Asset Based Lending, Business Strategy, Divestitures, Executive Management, Financial Advisory, Financial Institutions, Financial Structuring, IPO, Investment Management, Joint Ventures, Leadership, Management, Structured Finance, Trading, Wind
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Management
St. Lawrence University 1973 — 1977
BA, Economics
Carl Charleson Carl Charleson's Citibank, NA Experience August 1996 - November 1997
Job President & CEO at Bright Green Concepts, Inc.
Industry Entertainment
Experience
A+E Networks June 2015 - Present
Bright Green Concepts, Inc. March 2011 - Present
CleanTech Rocks 2010 - June 2011
Lifetime August 2004 - June 2010
AETN September 2001 - August 2004
Spherion Technology Group August 1998 - September 2001
IBM Global Services - Banking, Finance, Securities, and Insurance November 1997 - August 1998
Citibank, N.A. August 1996 - November 1997
Citibank January 1993 - August 1996
Citibank December 1988 - January 1993
Skills
Project Management, Strategic Planning, User Interface Design, Database Design, Smart Grid, Digital Media, Digital Asset Management, Video, Broadcast, Product Management, Strategic Partnerships, Digital Video, Integration, Television, VOD, Software Development, Start-ups, Broadcast Television, Business Analysis, Mobile Devices, New Media, Cross-functional Team..., Databases, HD Video, SDLC, Team Building, Streaming Media, Avid, Strategy, Leadership, Program Management, Enterprise Software, Business Strategy, Project Portfolio..., Management Consulting, Project Planning, Creative Direction, Post Production, Web Video, MS Project
Education
Pace University 1993 — 1997
MS, Information Systems
The Cooper Union for the Advancement of Science and Art 1984 — 1987
BS, Electrical Engineering
A+E Networks June 2015 - Present
Bright Green Concepts, Inc. March 2011 - Present
CleanTech Rocks 2010 - June 2011
Lifetime August 2004 - June 2010
AETN September 2001 - August 2004
Spherion Technology Group August 1998 - September 2001
IBM Global Services - Banking, Finance, Securities, and Insurance November 1997 - August 1998
Citibank, N.A. August 1996 - November 1997
Citibank January 1993 - August 1996
Citibank December 1988 - January 1993
Skills
Project Management, Strategic Planning, User Interface Design, Database Design, Smart Grid, Digital Media, Digital Asset Management, Video, Broadcast, Product Management, Strategic Partnerships, Digital Video, Integration, Television, VOD, Software Development, Start-ups, Broadcast Television, Business Analysis, Mobile Devices, New Media, Cross-functional Team..., Databases, HD Video, SDLC, Team Building, Streaming Media, Avid, Strategy, Leadership, Program Management, Enterprise Software, Business Strategy, Project Portfolio..., Management Consulting, Project Planning, Creative Direction, Post Production, Web Video, MS Project
Education
Pace University 1993 — 1997
MS, Information Systems
The Cooper Union for the Advancement of Science and Art 1984 — 1987
BS, Electrical Engineering
Jamie Weiss Jamie Weiss's Citibank, NA Experience January 2002 - January 2008
Job Executive Recruiter at JW Michaels & Co.
Industry Staffing and Recruiting
Experience
JW Michaels & Co. February 2011 - Present
Citibank, N.A. January 2002 - January 2008
Skills
Cold Calling, Finance, Banking, Employee Relations, Customer Service, Leadership, Sales, Sourcing, Management, Credit, Financial Services, Investments, Risk Management, Due Diligence, Asset Management, Hedge Funds, Securities, Recruiting
Education
University of Michigan 1986 — 1988
B.A., Psychology
The George Washington University - School of Business 1984 — 1986
Business Administration and Management, General
JW Michaels & Co. February 2011 - Present
Citibank, N.A. January 2002 - January 2008
Skills
Cold Calling, Finance, Banking, Employee Relations, Customer Service, Leadership, Sales, Sourcing, Management, Credit, Financial Services, Investments, Risk Management, Due Diligence, Asset Management, Hedge Funds, Securities, Recruiting
Education
University of Michigan 1986 — 1988
B.A., Psychology
The George Washington University - School of Business 1984 — 1986
Business Administration and Management, General
Tina Tsao Tina Tsao's Citibank, NA Experience January 2006 - July 2007
Job Citigold Relationship Manager at Citi
Industry Financial Services
Experience
Citi January 2012 - Present
Citi Personal Wealth Management January 2010 - December 2011
Citi Personal Wealth Management December 2007 - December 2009
Citibank, N.A. January 2006 - July 2007
Citibank, N.A. January 2006 - January 2007
Citibank, N.A. June 2004 - December 2005
Citicorp Insurance Agency Co. September 2003 - May 2004
Citibank, N.A. September 2002 - August 2003
Eli Lilly and Company June 2001 - August 2001
Texas First National Bank (Current Name: Golden Bank) February 1998 - April 2000
Skills
Microsoft Office, Series 7, Banking, General Securities..., CRM, Tests, Leadership, Strategy, Investments, Accredited Investment..., Language-Mandarin, Marketing, Insurance, Sales Management, Financial Analysis, Mutual Funds, Program Management, Mortgage Lending, Product Development, Sales, Portfolio Management, Loans, Equities, Series 63, Financial Services, Management Consulting, Business Strategy, Training, Strategic Financial..., Risk Management, Call Centers, Management, Wealth Management, Series 7 – General..., Series 66 – Uniform..., State of California..., Event Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration
National Taiwan University 1993 — 1997
BA, English Literature
Citi January 2012 - Present
Citi Personal Wealth Management January 2010 - December 2011
Citi Personal Wealth Management December 2007 - December 2009
Citibank, N.A. January 2006 - July 2007
Citibank, N.A. January 2006 - January 2007
Citibank, N.A. June 2004 - December 2005
Citicorp Insurance Agency Co. September 2003 - May 2004
Citibank, N.A. September 2002 - August 2003
Eli Lilly and Company June 2001 - August 2001
Texas First National Bank (Current Name: Golden Bank) February 1998 - April 2000
Skills
Microsoft Office, Series 7, Banking, General Securities..., CRM, Tests, Leadership, Strategy, Investments, Accredited Investment..., Language-Mandarin, Marketing, Insurance, Sales Management, Financial Analysis, Mutual Funds, Program Management, Mortgage Lending, Product Development, Sales, Portfolio Management, Loans, Equities, Series 63, Financial Services, Management Consulting, Business Strategy, Training, Strategic Financial..., Risk Management, Call Centers, Management, Wealth Management, Series 7 – General..., Series 66 – Uniform..., State of California..., Event Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration
National Taiwan University 1993 — 1997
BA, English Literature
Shay Brookshire Shay Brookshire's Citibank, NA Experience January 2010 - May 2013
Job Assistant Vice President Business Development at GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - Present
Citibank, N.A. January 2010 - May 2013
Joe Walter Lumber Co. August 2007 - May 2009
Skills
Microsoft Office, Sales Management, Sales, Accounting, Account Management
Education
North Central Texas College 2007 — 2009
GE Capital June 2013 - Present
Citibank, N.A. January 2010 - May 2013
Joe Walter Lumber Co. August 2007 - May 2009
Skills
Microsoft Office, Sales Management, Sales, Accounting, Account Management
Education
North Central Texas College 2007 — 2009
Anna Lou Anna Lou's Citibank, NA Experience June 2010 - Present
Job Personal Banker at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. June 2010 - Present
OMNI BANK October 2004 - August 2010
Skills
Quantitative Analytics, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Loans, Financial Analysis, Payments, Deposits, Internal Controls, Portfolio Management, Credit Risk, Financial Modeling, Investments, Banking, Accounts Payable, Accounting
Education
San Jose State University 2004 — 2009
Bachelors of Science, Business Administration: Accounting & Financing
Citibank, N.A. June 2010 - Present
OMNI BANK October 2004 - August 2010
Skills
Quantitative Analytics, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Loans, Financial Analysis, Payments, Deposits, Internal Controls, Portfolio Management, Credit Risk, Financial Modeling, Investments, Banking, Accounts Payable, Accounting
Education
San Jose State University 2004 — 2009
Bachelors of Science, Business Administration: Accounting & Financing
Veronica Gongora's Citibank, NA Experience February 2005 - January 2011
Job Senior Executive Assistant at Broward College
Industry Higher Education
Experience
Broward College April 2013 - Present
TechEd Ventures February 2011 - September 2012
Citibank, N.A. February 2005 - January 2011
Skills
PowerPoint, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Event Planning, Research, Administrative..., Public Speaking, Customer Service, Access, Data Entry, Editing, Social Media, Nonprofits, Teaching, Event Management, Office Management, Community Outreach, Teamwork, Fundraising, Higher Education
Education
Nova Southeastern University 2000 — 2001
Masters, International Business Administration
Broward College April 2013 - Present
TechEd Ventures February 2011 - September 2012
Citibank, N.A. February 2005 - January 2011
Skills
PowerPoint, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Event Planning, Research, Administrative..., Public Speaking, Customer Service, Access, Data Entry, Editing, Social Media, Nonprofits, Teaching, Event Management, Office Management, Community Outreach, Teamwork, Fundraising, Higher Education
Education
Nova Southeastern University 2000 — 2001
Masters, International Business Administration
Jodie D. Morgan, CMB, AMP Jodie D. Morgan, CMB, AMP's Citibank, NA Experience February 2008 - February 2014
Job Regional Sales Manager at Wells Fargo Funding
Industry Capital Markets
Experience
Wells Fargo Funding May 2014 - Present
Citibank, N.A. February 2008 - February 2014
CitiMortgage October 2007 - February 2008
CitiMortgage December 2006 - October 2007
CitiMortgage (FKA CitiFinancial Mortgage) August 2004 - December 2006
Skills
Negotiation, Management Consulting, Fundraising, Mortgage, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Sales, Business Development, Banking, Risk Management, Sales Management, Underwriting, Refinance, Management, First Time Home Buyers, Residential Mortgages, FHA, VA loans, Loss Mitigation, Executive Management, USDA, New Business Development, Real Estate, Leadership
Education
School of Mortgage Banking 2010 — 2011
Southwestern Oklahoma State University 1997 — 2001
Bachelor of Arts, Criminology, Sociology
Elk City High School 1995 — 1997
El Dorado High School 1993 — 1995
Wells Fargo Funding May 2014 - Present
Citibank, N.A. February 2008 - February 2014
CitiMortgage October 2007 - February 2008
CitiMortgage December 2006 - October 2007
CitiMortgage (FKA CitiFinancial Mortgage) August 2004 - December 2006
Skills
Negotiation, Management Consulting, Fundraising, Mortgage, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Sales, Business Development, Banking, Risk Management, Sales Management, Underwriting, Refinance, Management, First Time Home Buyers, Residential Mortgages, FHA, VA loans, Loss Mitigation, Executive Management, USDA, New Business Development, Real Estate, Leadership
Education
School of Mortgage Banking 2010 — 2011
Southwestern Oklahoma State University 1997 — 2001
Bachelor of Arts, Criminology, Sociology
Elk City High School 1995 — 1997
El Dorado High School 1993 — 1995
Alethea Batts Alethea Batts's Citibank, NA Experience July 2012 - Present
Job Area Director at Citibank, N.A.
Industry Financial Services
Experience
Citibank, N.A. July 2012 - Present
Bank of America July 1999 - July 2012
Urban Financial Services Coalition 1995 - 2005
Education
Princeton University
Citibank, N.A. July 2012 - Present
Bank of America July 1999 - July 2012
Urban Financial Services Coalition 1995 - 2005
Education
Princeton University
Camille Acosta Camille Acosta's Citibank, NA Experience April 2012 - June 2014
Job Experienced Service and Sales Manager
Industry Banking
Experience
BB&T June 2014 - Present
Citibank, N.A. April 2012 - June 2014
Wells Fargo Bank July 2010 - April 2012
Wachovia Bank February 2008 - July 2010
Skills
Operations Management, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Mortgage Lending, Loans, Commercial Lending, Home Equity Lines of..., Credit, Commercial Banking, Banking, Retail Banking, Asset Management, Branch Banking, Branch Management, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Deposits, FHA, Financial Services, Home Equity Loans, Leadership, Loan Origination, Management, Sales, Treasury Management
Education
New Mexico State University 1998 — 2003
Business Management, Operations Management, Economics, Accounting
BB&T June 2014 - Present
Citibank, N.A. April 2012 - June 2014
Wells Fargo Bank July 2010 - April 2012
Wachovia Bank February 2008 - July 2010
Skills
Operations Management, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Mortgage Lending, Loans, Commercial Lending, Home Equity Lines of..., Credit, Commercial Banking, Banking, Retail Banking, Asset Management, Branch Banking, Branch Management, Commercial Mortgages, Credit Analysis, Credit Cards, Credit Risk, Deposits, FHA, Financial Services, Home Equity Loans, Leadership, Loan Origination, Management, Sales, Treasury Management
Education
New Mexico State University 1998 — 2003
Business Management, Operations Management, Economics, Accounting
Sandra Wong Sandra Wong's Citibank, NA Experience July 2008 - October 2010
Job Chief of Staff, Operations Manager at Ambitsel, Inc.
Industry Consumer Electronics
Experience
Ambitsel, Inc. May 2014 - Present
Bessemer Trust December 2011 - April 2014
HSBC October 2010 - December 2011
Citibank, N.A. July 2008 - October 2010
Skills
Banking, Account Reconciliation, Cross Selling, Finance, Management, Investments, Sales, Customer Service, Microsoft Excel, Financial Modeling, Analysis
Education
San Francisco State University 2004 — 2009
Bachelor of Science, Corporate Finance/Financial Services
University of California, Los Angeles
Business and Personal/Financial Services
Ambitsel, Inc. May 2014 - Present
Bessemer Trust December 2011 - April 2014
HSBC October 2010 - December 2011
Citibank, N.A. July 2008 - October 2010
Skills
Banking, Account Reconciliation, Cross Selling, Finance, Management, Investments, Sales, Customer Service, Microsoft Excel, Financial Modeling, Analysis
Education
San Francisco State University 2004 — 2009
Bachelor of Science, Corporate Finance/Financial Services
University of California, Los Angeles
Business and Personal/Financial Services
Julián De La Cuesta's Citibank, NA Experience January 2001 - October 2004
Job Offshore Sales Director at Schroders
Industry Financial Services
Experience
Schroders May 2014 - Present
Schroders March 2008 - April 2014
Citigroup November 2004 - February 2008
Smith Barney 2007 - 2007
Citibank, N.A. January 2001 - October 2004
Skills
Banking, Cross Selling, Alternative Investments, Portfolio Management, Foreign Languages, Investments, Asset Management, Asset Allocation, Mutual Funds, New Business Development, Management, Financial Analysis, Bloomberg, Financial Services, Emerging Markets, Finance, Fixed Income, Private Banking
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
Bachelor of Science, Management
Universidad del Valle (CO) 1995 — 1998
Economics
3rd Logistics Battalion; Colombian Army 1994 — 1995
PFC, Mandatory Military Service - Logistics
Schroders May 2014 - Present
Schroders March 2008 - April 2014
Citigroup November 2004 - February 2008
Smith Barney 2007 - 2007
Citibank, N.A. January 2001 - October 2004
Skills
Banking, Cross Selling, Alternative Investments, Portfolio Management, Foreign Languages, Investments, Asset Management, Asset Allocation, Mutual Funds, New Business Development, Management, Financial Analysis, Bloomberg, Financial Services, Emerging Markets, Finance, Fixed Income, Private Banking
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
Bachelor of Science, Management
Universidad del Valle (CO) 1995 — 1998
Economics
3rd Logistics Battalion; Colombian Army 1994 — 1995
PFC, Mandatory Military Service - Logistics
Noor Menai's Citibank, NA Experience 1997 - September 2006
Job CEO CTBC Bank USA; EVP North America CTBC Bank Taiwan
Industry Financial Services
Experience
CTBC Bank August 2010 - Present
Major Private Equity Firm - New York, USA June 2009 - September 2010
Fajr Capital September 2007 - May 2009
Charles Schwab Bank October 2006 - August 2007
Citibank, N.A. 1997 - September 2006
JPMorgan Chase 1990 - 1996
Skills
Branch Banking, Client Segmentation, Commercial Banking, Bank Management, Community Banking, Bank Operations, Small Business Lending, Commercial Lending, Consumer Lending, Internet Banking, Core Banking, Transactional Banking, Private Equity Firms, Turn Arounds, Banking, Segmentation, Financial Services, Private Equity, Investment Banking, Strategy, Emerging Markets, CRM, Business Strategy, Risk Management, Mergers & Acquisitions, Cash Management, Mutual Funds, Corporate Finance, Leadership, Retail Banking, Financial Institutions, Credit, Credit Risk, Investments, Trading, Portfolio Management, Capital Markets, Structured Finance, Trade Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1994
EDP, Seminar on Strategic Marketing
University of Rochester - William E. Simon Graduate School of Business Administration 1989 — 1990
MBA, Finance, Computers & Information Systems
University of Rochester 1986 — 1989
BA, Economics
CTBC Bank August 2010 - Present
Major Private Equity Firm - New York, USA June 2009 - September 2010
Fajr Capital September 2007 - May 2009
Charles Schwab Bank October 2006 - August 2007
Citibank, N.A. 1997 - September 2006
JPMorgan Chase 1990 - 1996
Skills
Branch Banking, Client Segmentation, Commercial Banking, Bank Management, Community Banking, Bank Operations, Small Business Lending, Commercial Lending, Consumer Lending, Internet Banking, Core Banking, Transactional Banking, Private Equity Firms, Turn Arounds, Banking, Segmentation, Financial Services, Private Equity, Investment Banking, Strategy, Emerging Markets, CRM, Business Strategy, Risk Management, Mergers & Acquisitions, Cash Management, Mutual Funds, Corporate Finance, Leadership, Retail Banking, Financial Institutions, Credit, Credit Risk, Investments, Trading, Portfolio Management, Capital Markets, Structured Finance, Trade Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1994
EDP, Seminar on Strategic Marketing
University of Rochester - William E. Simon Graduate School of Business Administration 1989 — 1990
MBA, Finance, Computers & Information Systems
University of Rochester 1986 — 1989
BA, Economics
Cynthia (CJ) Powell's Citibank, NA Experience August 2011 - Present
Job Vice President at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. August 2011 - Present
Deutsche Bank Trust Company Americas August 2005 - July 2011
Deutsche Bank Trust Company Americas August 2003 - January 2007
Education
The George Washington University
Citibank, N.A. August 2011 - Present
Deutsche Bank Trust Company Americas August 2005 - July 2011
Deutsche Bank Trust Company Americas August 2003 - January 2007
Education
The George Washington University
Jack S. Berger's Citibank, NA Experience 1971 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Sungarden Investment Research 2005 - 2012
Citibank, N.A. 1971 - 2000
Citigroup 1971 - 2000
ExxonMobil 1964 - 1971
Skills
Risk Management, Portfolio Management, Equities, Financial Risk, Capital Markets, Wealth Management, Investments, Investment Banking, Banking, Credit, Credit Risk, Operational Risk..., Operational Risk, Fixed Income, Securities, Financial Services, Financial Analysis, Strategic Financial..., AML, Derivatives, Asset Management, Hedge Funds, Mutual Funds, Trading, Financial Markets, Alternative Investments, FX Options, Corporate Finance, Structured Finance, Emerging Markets, Biblical Hebrew, Biblical Studies, Investment Advisory, Loans, Private Banking, Mergers & Acquisitions, Credit Cards, Financial Modeling, Valuation, Retail Banking, Treasury Management, Cash Management, Due Diligence, Credit Analysis, Finance, Chemical Engineering, Applied Mathematics, Relationship Management, Trade Finance, Financial Institutions
Education
University of Illinois at Urbana-Champaign 1961 — 1965
MS, PhD, Chemical Engineering
The Cooper Union for the Advancement of Science and Art 1957 — 1961
BChE, Chemical Engineering
YFHS 1953 — 1957
HS, Academic
HIBP 1948 — 1953
Elementary, Becoming Civilized
Sungarden Investment Research 2005 - 2012
Citibank, N.A. 1971 - 2000
Citigroup 1971 - 2000
ExxonMobil 1964 - 1971
Skills
Risk Management, Portfolio Management, Equities, Financial Risk, Capital Markets, Wealth Management, Investments, Investment Banking, Banking, Credit, Credit Risk, Operational Risk..., Operational Risk, Fixed Income, Securities, Financial Services, Financial Analysis, Strategic Financial..., AML, Derivatives, Asset Management, Hedge Funds, Mutual Funds, Trading, Financial Markets, Alternative Investments, FX Options, Corporate Finance, Structured Finance, Emerging Markets, Biblical Hebrew, Biblical Studies, Investment Advisory, Loans, Private Banking, Mergers & Acquisitions, Credit Cards, Financial Modeling, Valuation, Retail Banking, Treasury Management, Cash Management, Due Diligence, Credit Analysis, Finance, Chemical Engineering, Applied Mathematics, Relationship Management, Trade Finance, Financial Institutions
Education
University of Illinois at Urbana-Champaign 1961 — 1965
MS, PhD, Chemical Engineering
The Cooper Union for the Advancement of Science and Art 1957 — 1961
BChE, Chemical Engineering
YFHS 1953 — 1957
HS, Academic
HIBP 1948 — 1953
Elementary, Becoming Civilized
Robert DeMartino's Citibank, NA Experience 1987 - 2004
Job Accounting/Financial Controller
Industry Financial Services
Experience
Sandhurst Development, LLC 2004 - 2007
Citibank, N.A. 1987 - 2004
Education
St. Francis College
Bachelor of Science, Accounting
Sandhurst Development, LLC 2004 - 2007
Citibank, N.A. 1987 - 2004
Education
St. Francis College
Bachelor of Science, Accounting
Eileen Blank's Citibank, NA Experience November 2003 - Present
Job Vice President at Citibank, N.A.
Industry Financial Services
Experience
Citibank, N.A. November 2003 - Present
Merrill Lynch March 1993 - November 2002
Drexel Development Company, LLC April 1987 - September 1992
Skills
Contract Negotiation, CRM, Outsourcing, Mergers & Acquisitions, Disaster Recovery, Finance, Telecommunications, Sales, Portfolio Management, Manufacturing, Internal Controls, Executive Management, Financial Risk, Consulting, Vendor Management, Program Management, Risk Management
Education
New York University 1966 — 1970
Liberal Arts, Economics
Citibank, N.A. November 2003 - Present
Merrill Lynch March 1993 - November 2002
Drexel Development Company, LLC April 1987 - September 1992
Skills
Contract Negotiation, CRM, Outsourcing, Mergers & Acquisitions, Disaster Recovery, Finance, Telecommunications, Sales, Portfolio Management, Manufacturing, Internal Controls, Executive Management, Financial Risk, Consulting, Vendor Management, Program Management, Risk Management
Education
New York University 1966 — 1970
Liberal Arts, Economics
W.M.M. (Bill) Attaway's Citibank, NA Experience 1988 - September 1997
Job at Right Management
Industry Management Consulting
Experience
Right Management 1998 - Present
Citibank, N.A. 1988 - September 1997
Merrill Lynch 1981 - 1987
American Express 1980 - 1981
American Express 1980 - 1981
Westinghouse Broadcasting Company 1976 - 1980
Skills
Performance Management, Coaching & Counseling, Program Design &...
Education
Pace College
BBA, Business Administration
Santa Monica College
MA, Counseling Psychology
Right Management 1998 - Present
Citibank, N.A. 1988 - September 1997
Merrill Lynch 1981 - 1987
American Express 1980 - 1981
American Express 1980 - 1981
Westinghouse Broadcasting Company 1976 - 1980
Skills
Performance Management, Coaching & Counseling, Program Design &...
Education
Pace College
BBA, Business Administration
Santa Monica College
MA, Counseling Psychology
Marc Jahr's Citibank, NA Experience May 2002 - December 2007
Job President, New York City Housing Development Corporation
Industry Real Estate
Experience
New York City Housing Development Corporation January 2008 - Present
NYC Department of Housing Preservation & Development (HPD) February 2009 - April 2009
Citibank, N.A. May 2002 - December 2007
Local Initiatives Support Corporation 1988 - 2002
Education
The New School 1970 — 1972
New York City Housing Development Corporation January 2008 - Present
NYC Department of Housing Preservation & Development (HPD) February 2009 - April 2009
Citibank, N.A. May 2002 - December 2007
Local Initiatives Support Corporation 1988 - 2002
Education
The New School 1970 — 1972
Marilyn Revita's Citibank, NA Experience April 2008 - Present
Job FA/Empowered Teller at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. April 2008 - Present
Citibank, N.A. July 2007 - March 2008
Citibank, N. A. April 2003 - June 2007
Skills
Banking, Management, Finance, Cross Selling, Sales, Retail Banking, Branch Banking, Relationship Management, Sales Operations
Education
St. Scholastica's College Manila 1983 — 1988
Bachelor of Science in Commerce, major in Business Management & minor in Entrepreneurship
Citibank, N.A. April 2008 - Present
Citibank, N.A. July 2007 - March 2008
Citibank, N. A. April 2003 - June 2007
Skills
Banking, Management, Finance, Cross Selling, Sales, Retail Banking, Branch Banking, Relationship Management, Sales Operations
Education
St. Scholastica's College Manila 1983 — 1988
Bachelor of Science in Commerce, major in Business Management & minor in Entrepreneurship
Woei Yu Choo's Citibank, NA Experience 1998 - 1999
Job Senior Web Developer at Web inSights LLC
Industry Information Services
Experience
Web inSights LLC 2000 - Present
Citibank, N.A. 1998 - 1999
SGS Thomson Microelectric 1995 - 1997
Skills
WordPress, PHP, jQuery, CSS, JavaScript, HTML, SASS, MySQL, jQuery UI, PhpMyAdmin, PHPUnit, Xdebug, ASP.NET, C#, Visual Basic, .NET, Kendo UI, Infragistics, Wijmo UI, Firebug, Toad 9.0, Adobe Fireworks, SQL, Photoshop, Camtasia, Cognos, Microsoft Office, Customer Satisfaction
Education
National University of Singapore 1998 — 1998
Associate's Degree, System Analyst
National University of Singapore 1993 — 1995
Bachelor's Degree, Chemistry
Web inSights LLC 2000 - Present
Citibank, N.A. 1998 - 1999
SGS Thomson Microelectric 1995 - 1997
Skills
WordPress, PHP, jQuery, CSS, JavaScript, HTML, SASS, MySQL, jQuery UI, PhpMyAdmin, PHPUnit, Xdebug, ASP.NET, C#, Visual Basic, .NET, Kendo UI, Infragistics, Wijmo UI, Firebug, Toad 9.0, Adobe Fireworks, SQL, Photoshop, Camtasia, Cognos, Microsoft Office, Customer Satisfaction
Education
National University of Singapore 1998 — 1998
Associate's Degree, System Analyst
National University of Singapore 1993 — 1995
Bachelor's Degree, Chemistry
Ara Darakjian's Citibank, NA Experience 1982 - 1994
Job Technical Specialist at IBM Global Services
Industry Utilities
Experience
IBM Global Services June 1998 - Present
Citibank, N.A. 1982 - 1994
Skills
Websphere, Cloud Computing, AIX, Business Analysis, SQL, Unix Shell Scripting, Solution Architecture, Databases, Linux, Unix, Enterprise Content..., Agile Methodologies
Education
New College of Florida 1969 — 1975
BA, Classical Studies
IBM Global Services June 1998 - Present
Citibank, N.A. 1982 - 1994
Skills
Websphere, Cloud Computing, AIX, Business Analysis, SQL, Unix Shell Scripting, Solution Architecture, Databases, Linux, Unix, Enterprise Content..., Agile Methodologies
Education
New College of Florida 1969 — 1975
BA, Classical Studies
Eric Ladrech (925) 330-0201's Citibank, NA Experience March 2012 - Present
Job Home Lending Consultant at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. March 2012 - Present
Bank of America March 1997 - March 2012
Education
Saint Mary's College of California 1983 — 1986
Citibank, N.A. March 2012 - Present
Bank of America March 1997 - March 2012
Education
Saint Mary's College of California 1983 — 1986
Valerie Connors, CRMA's Citibank, NA Experience January 1993 - June 1998
Job Senior Vice President Consumer Compliance
Industry Financial Services
Experience
Citigroup, N.A. 2014 - Present
Astoria Federal Savings October 2011 - May 2014
Societe Generale 2004 - 2008
Merrill Lynch & Co. June 1998 - December 2001
Citibank, N.A. January 1993 - June 1998
Skills
Auditing, Compliance, Loans, Risk Management, Internal Audit, Banking, Management, Financial Risk, Enterprise Risk..., Program Management, Risk Assessment, OFAC, Operational Risk..., Commercial Banking, Credit Risk, Finance, Financial Analysis, Financial Services, Investment Banking, Portfolio Management, Retail Banking
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1989
BBA, Double: Accounting and Finance
State University of New York at Buffalo
Economics
Citigroup, N.A. 2014 - Present
Astoria Federal Savings October 2011 - May 2014
Societe Generale 2004 - 2008
Merrill Lynch & Co. June 1998 - December 2001
Citibank, N.A. January 1993 - June 1998
Skills
Auditing, Compliance, Loans, Risk Management, Internal Audit, Banking, Management, Financial Risk, Enterprise Risk..., Program Management, Risk Assessment, OFAC, Operational Risk..., Commercial Banking, Credit Risk, Finance, Financial Analysis, Financial Services, Investment Banking, Portfolio Management, Retail Banking
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1989
BBA, Double: Accounting and Finance
State University of New York at Buffalo
Economics
Peter Kuk, IAM's Citibank, NA Experience June 1990 - September 1991
Job Vice President
Industry Information Technology and Services
Experience
Citigroup Global Technology Infrastructure May 1996 - June 1999
Citicorp Global Information Network December 1993 - April 1996
Citicorp Global Information Network October 1991 - December 1993
Citibank, N.A. June 1990 - September 1991
Skills
Information Security, Security, Network Administration, Telecommunications, Strategy, Leadership, Networking, Network Engineering, Management, Start-ups, Enterprise Software, Information Technology, Testing, TCP/IP, Data Center, Project Management
Education
New York University - Polytechnic School of Engineering 1974 — 1981
RCA Institutes 1971 — 1973
Certificate
University at Albany, SUNY
High School
Citigroup Global Technology Infrastructure May 1996 - June 1999
Citicorp Global Information Network December 1993 - April 1996
Citicorp Global Information Network October 1991 - December 1993
Citibank, N.A. June 1990 - September 1991
Skills
Information Security, Security, Network Administration, Telecommunications, Strategy, Leadership, Networking, Network Engineering, Management, Start-ups, Enterprise Software, Information Technology, Testing, TCP/IP, Data Center, Project Management
Education
New York University - Polytechnic School of Engineering 1974 — 1981
RCA Institutes 1971 — 1973
Certificate
University at Albany, SUNY
High School
William Stanton's Citibank, NA Experience April 1994 - June 1999
Job Director
Industry Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2011 - June 2013
JPMorgan Chase December 2005 - April 2011
BNY Mellon August 2004 - December 2005
BNY Mellon June 1999 - August 2004
Citibank, N.A. April 1994 - June 1999
Provident Mutual Life Insurance Co. August 1984 - April 1994
Prudential Insurance Company of America July 1982 - August 1984
Skills
Business Development, Investments, Financial Services, Leadership, Securities, Investment Management, Cash Management, Securities Lending, Hedge Funds, Equities, Alternative Investments, Relationship Management, New Business Development, Strategy, Portfolio Management, Asset Management, Asset Managment, Fixed Income, Capital Markets, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1994
MBA, Finance, General
University of Scranton 1978 — 1982
Bachelor of Science (BS), Accounting
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2011 - June 2013
JPMorgan Chase December 2005 - April 2011
BNY Mellon August 2004 - December 2005
BNY Mellon June 1999 - August 2004
Citibank, N.A. April 1994 - June 1999
Provident Mutual Life Insurance Co. August 1984 - April 1994
Prudential Insurance Company of America July 1982 - August 1984
Skills
Business Development, Investments, Financial Services, Leadership, Securities, Investment Management, Cash Management, Securities Lending, Hedge Funds, Equities, Alternative Investments, Relationship Management, New Business Development, Strategy, Portfolio Management, Asset Management, Asset Managment, Fixed Income, Capital Markets, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1994
MBA, Finance, General
University of Scranton 1978 — 1982
Bachelor of Science (BS), Accounting
Dan Deitemeyer's Citibank, NA Experience 2005 - 2007
Job Vice President, Client Development, Citigroup
Industry Banking
Experience
Citi Group Vice President, Operations and ControlCiti1994 - Present
Citigroup 1994 - Present
Citi Cards 1988 - Present
Citibank, N.A. 2005 - 2007
SPS Payment Systems 1994 - 1999
G Fox & Co. 1991 - 1993
May Department Stores 1986 - 1988
Zale Coporation 1979 - 1986
Skills
Relationship Management, Portfolio Management, Customer Service, Strategic Planning, Risk Management, Financial Services, Banking, Credit Cards, Retail Banking, Credit, Retail, Credit Analysis, Vendor Management, Budgets, Payments, Credit Risk, Financial Modeling, Loans, Financial Risk, Project Management, Financial Analysis, Business Strategy, Process Improvement, Team Building, Analytics, Finance
Education
University of Akron
Citi Group Vice President, Operations and ControlCiti1994 - Present
Citigroup 1994 - Present
Citi Cards 1988 - Present
Citibank, N.A. 2005 - 2007
SPS Payment Systems 1994 - 1999
G Fox & Co. 1991 - 1993
May Department Stores 1986 - 1988
Zale Coporation 1979 - 1986
Skills
Relationship Management, Portfolio Management, Customer Service, Strategic Planning, Risk Management, Financial Services, Banking, Credit Cards, Retail Banking, Credit, Retail, Credit Analysis, Vendor Management, Budgets, Payments, Credit Risk, Financial Modeling, Loans, Financial Risk, Project Management, Financial Analysis, Business Strategy, Process Improvement, Team Building, Analytics, Finance
Education
University of Akron
Stephen Riordan, CISSP, CISA's Citibank, NA Experience June 2012 - Present
Job
Industry Banking
Experience
Citibank NA June 2012 - Present
Citigroup August 2009 - June 2012
Global Consumer Group North America - Citigroup November 2006 - August 2009
Citibank, N.A. November 2004 - November 2006
Citigroup - Treasury Systems August 2001 - November 2004
UPM-Kymmene 1999 - 2001
UPM-Kymmene October 1997 - January 1999
UPM North America 1995 - 1997
The Madden Corporation 1993 - 1995
Skills
Business Continuity..., Business Process, CISA, CISSP, ISO 27001, IT Audit, Information Security..., Information Security..., Leadership, Vendor Management, Computer Security, Disaster Recovery, Governance, Information Security, Information Technology, Management, Network Security, Process Improvement, Project Management, Risk Assessment, Risk Management, Security, Software Documentation, Training
Education
New York Institute of Technology 1990 — 1992
BS
Nassau Community College 1984 — 1986
AS
Valley Stream South High 1980 — 1984
Citibank NA June 2012 - Present
Citigroup August 2009 - June 2012
Global Consumer Group North America - Citigroup November 2006 - August 2009
Citibank, N.A. November 2004 - November 2006
Citigroup - Treasury Systems August 2001 - November 2004
UPM-Kymmene 1999 - 2001
UPM-Kymmene October 1997 - January 1999
UPM North America 1995 - 1997
The Madden Corporation 1993 - 1995
Skills
Business Continuity..., Business Process, CISA, CISSP, ISO 27001, IT Audit, Information Security..., Information Security..., Leadership, Vendor Management, Computer Security, Disaster Recovery, Governance, Information Security, Information Technology, Management, Network Security, Process Improvement, Project Management, Risk Assessment, Risk Management, Security, Software Documentation, Training
Education
New York Institute of Technology 1990 — 1992
BS
Nassau Community College 1984 — 1986
AS
Valley Stream South High 1980 — 1984
Michelle Hafer's Citibank, NA Experience September 2012 - July 2015
Job VP Marketing Manager
Industry Banking
Experience
Citi July 2015 - Present
Citibank, N.A. September 2012 - July 2015
Citi January 2011 - October 2012
Citicards January 2009 - January 2011
Citibank Retail Partner Cards September 2005 - December 2008
Sears, Roebuck and Co. 2003 - 2005
Sears, Roebuck and Co. 2001 - 2003
Sears, Roebuck and Co. 1998 - 2001
Sears, Roebuck and Co. June 1993 - September 1998
Skills
Customer Experience, Customer Acquisition, Coaching, Change Management, Sales Management, Merchandising, Customer Satisfaction, Banking, Direct Marketing, Strategic Partnerships, Team Building, CRM, Project Management, Leadership, Strategy, Training, Sales
Education
Rowan College at Burlington County
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Citi July 2015 - Present
Citibank, N.A. September 2012 - July 2015
Citi January 2011 - October 2012
Citicards January 2009 - January 2011
Citibank Retail Partner Cards September 2005 - December 2008
Sears, Roebuck and Co. 2003 - 2005
Sears, Roebuck and Co. 2001 - 2003
Sears, Roebuck and Co. 1998 - 2001
Sears, Roebuck and Co. June 1993 - September 1998
Skills
Customer Experience, Customer Acquisition, Coaching, Change Management, Sales Management, Merchandising, Customer Satisfaction, Banking, Direct Marketing, Strategic Partnerships, Team Building, CRM, Project Management, Leadership, Strategy, Training, Sales
Education
Rowan College at Burlington County
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Ken Nadler's Citibank, NA Experience 1989 - 1998
Job Retired
Industry Banking
Experience
Retired May 2011 - Present
Fifth Third Bank 2005 - May 2011
Sterling National Bank 2002 - 2005
Fleet National Bank/Fleet Boston 1998 - 2002
Citibank, N.A. 1989 - 1998
State Street Bank & Trust Company 1987 - 1989
First National Bank of Boston 1969 - 1986
Skills
Credit, Commercial Banking, Trade Finance, Commercial Lending, Treasury Management, Asset Based Lending, Cash Management, Financial Risk, Letters of Credit, Middle Market, Finance, Small Business Lending, Factoring, Relationship Management, Lines Of Credit, Financial Institutions, Treasury Services, Banking, Loans, Project Finance, Business Development, Emerging Markets, Private Equity, Financial Structuring, Trading, Financial Services, Loan Origination
Education
Northeastern University 1968 — 1971
MBA, Business
University of Southern California - Marshall School of Business 1964 — 1968
BS, Finance
Tabor Academy 1960 — 1964
Retired May 2011 - Present
Fifth Third Bank 2005 - May 2011
Sterling National Bank 2002 - 2005
Fleet National Bank/Fleet Boston 1998 - 2002
Citibank, N.A. 1989 - 1998
State Street Bank & Trust Company 1987 - 1989
First National Bank of Boston 1969 - 1986
Skills
Credit, Commercial Banking, Trade Finance, Commercial Lending, Treasury Management, Asset Based Lending, Cash Management, Financial Risk, Letters of Credit, Middle Market, Finance, Small Business Lending, Factoring, Relationship Management, Lines Of Credit, Financial Institutions, Treasury Services, Banking, Loans, Project Finance, Business Development, Emerging Markets, Private Equity, Financial Structuring, Trading, Financial Services, Loan Origination
Education
Northeastern University 1968 — 1971
MBA, Business
University of Southern California - Marshall School of Business 1964 — 1968
BS, Finance
Tabor Academy 1960 — 1964
Khurram Khattak's Citibank, NA Experience August 2005 - September 2012
Job Credit Risk Analyst 3
Industry Financial Services
Experience
Citi Private Bank September 2012 - Present
Citibank, N.A. August 2005 - September 2012
Citi 2005 - 2007
Skills
Portfolio Management, Loans, Loan Origination, Financial Modeling, Small Business Lending, Investments, Insurance, Commercial Lending, Strategic Financial..., Management, Commercial Banking, Risk Management, Analysis, Credit Analysis, Banking, Credit Risk, Finance, Credit, Mortgage Lending, Wealth Management, Capital Markets, Financial Services, Treasury Management
Education
U.C. Berkeley 2000 — 2002
Bachelor's degree, Interdisciplinary Studies and Business Administration
Ohlone College 1998 — 2000
Associate of Arts (AA)
FG Boys Public
FG Boys Public
Citi Private Bank September 2012 - Present
Citibank, N.A. August 2005 - September 2012
Citi 2005 - 2007
Skills
Portfolio Management, Loans, Loan Origination, Financial Modeling, Small Business Lending, Investments, Insurance, Commercial Lending, Strategic Financial..., Management, Commercial Banking, Risk Management, Analysis, Credit Analysis, Banking, Credit Risk, Finance, Credit, Mortgage Lending, Wealth Management, Capital Markets, Financial Services, Treasury Management
Education
U.C. Berkeley 2000 — 2002
Bachelor's degree, Interdisciplinary Studies and Business Administration
Ohlone College 1998 — 2000
Associate of Arts (AA)
FG Boys Public
FG Boys Public
Philip C Flick's Citibank, NA Experience January 1986 - May 2010
Job at Sovereign Bank
Industry Banking
Experience
Sovereign Bank June 2010 - Present
Citibank, N.A. January 1986 - May 2010
Thomas Cook 1981 - 1984
Skills
Loans, Credit, Banking, Consumer Lending, Small Business Lending, Retail Banking, Portfolio Management, Cross Selling, Deposits, Financial Services, Commercial Banking, Sales
Education
The New School 1995 — 1997
BA, Liberal Arts
University of Iowa, Clinton High School 1976 — 1981
Sovereign Bank June 2010 - Present
Citibank, N.A. January 1986 - May 2010
Thomas Cook 1981 - 1984
Skills
Loans, Credit, Banking, Consumer Lending, Small Business Lending, Retail Banking, Portfolio Management, Cross Selling, Deposits, Financial Services, Commercial Banking, Sales
Education
The New School 1995 — 1997
BA, Liberal Arts
University of Iowa, Clinton High School 1976 — 1981
Peter L Leibowitz's Citibank, NA Experience 1996 - 1998
Job Associate Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2008 - Present
UBS Global Financial Servies 2008 - 2009
Citigroup Global Markets Inc 2000 - 2008
Citibank, N.A. 1996 - 1998
Cigna Retirement & Investment Services 1993 - 1996
Education
Norwich University 1988 — 1992
Xavier High School 1984 — 1988
UBS Financial Services, Inc. July 2008 - Present
UBS Global Financial Servies 2008 - 2009
Citigroup Global Markets Inc 2000 - 2008
Citibank, N.A. 1996 - 1998
Cigna Retirement & Investment Services 1993 - 1996
Education
Norwich University 1988 — 1992
Xavier High School 1984 — 1988
Michael Ahmed's Citibank, NA Experience February 2011 - March 2012
Job Extensive Small Business Experience. Preferred Banking Office Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2012 - Present
Citibank, N.A. February 2011 - March 2012
Citibank August 2007 - January 2011
Citibank November 2004 - July 2007
Skills
Banking, Customer Service, Leadership, Portfolio Management, Commercial Banking, Coaching, Loans, Finance, Small Business Lending, Commercial Lending, Financial Services, Customer Acquisition, CRM, Sales, Team Leadership, Team Building, Strategic Financial..., Customer Satisfaction, Time Management, Cross Selling, Mortgage Lending, Consumer Lending, Accounting, Teamwork, Business Planning, Financial Planning, Organizing, Hiring, Team Management, Building Customer...
Education
State University of New York at New Paltz 2000 — 2004
Bachelor's degree, Industrial and Organizational Psychology
Monsignor Farrell 1997 — 2000
H.S. Diploma, Universal
First Republic Bank July 2012 - Present
Citibank, N.A. February 2011 - March 2012
Citibank August 2007 - January 2011
Citibank November 2004 - July 2007
Skills
Banking, Customer Service, Leadership, Portfolio Management, Commercial Banking, Coaching, Loans, Finance, Small Business Lending, Commercial Lending, Financial Services, Customer Acquisition, CRM, Sales, Team Leadership, Team Building, Strategic Financial..., Customer Satisfaction, Time Management, Cross Selling, Mortgage Lending, Consumer Lending, Accounting, Teamwork, Business Planning, Financial Planning, Organizing, Hiring, Team Management, Building Customer...
Education
State University of New York at New Paltz 2000 — 2004
Bachelor's degree, Industrial and Organizational Psychology
Monsignor Farrell 1997 — 2000
H.S. Diploma, Universal
Susan Lucanto's Citibank, NA Experience 1997 - August 2013
Job Financial Services
Industry Financial Services
Experience
Convergex August 2013 - January 2015
Citibank, N.A. 1997 - August 2013
Skills
Mergers, Emerging Markets, Banking, Fixed Income, Equities, Capital Markets, Leadership, Financial Markets, Mergers & Acquisitions, Investment Banking, Securities, Corporate Actions, Risk Management, CRM, Financial Services, Management
Education
Purdue University 1977 — 1982
Bachelor of Industrial Management with a minor in Aeronautical Engineering, Industrial Management
Purdue University - Krannert School of Management
BSIM, Major: Industrial Management/Minor: Aeronautical Engineering
Convergex August 2013 - January 2015
Citibank, N.A. 1997 - August 2013
Skills
Mergers, Emerging Markets, Banking, Fixed Income, Equities, Capital Markets, Leadership, Financial Markets, Mergers & Acquisitions, Investment Banking, Securities, Corporate Actions, Risk Management, CRM, Financial Services, Management
Education
Purdue University 1977 — 1982
Bachelor of Industrial Management with a minor in Aeronautical Engineering, Industrial Management
Purdue University - Krannert School of Management
BSIM, Major: Industrial Management/Minor: Aeronautical Engineering
Cathy Troia's Citibank, NA Experience March 1979 - April 1996
Job Senior Sales Coordinator B. Braun Medical Inc
Industry Medical Devices
Experience
B. BRAUN MEDICAL INC August 2002 - Present
HOAK CAPITAL CORPORATION April 1996 - December 2001
Citibank, N.A. March 1979 - April 1996
National Corporate Division April 1986 - September 1993
Central-Southern Division Credit Office December 1982 - April 1986
Corporate Field Services March 1979 - December 1982
Skills
Administrative..., Visio, Lotus Notes, Medical Devices, PowerPoint, Spreadsheets, Management, Marketing, Time Management, Forecasting, Microsoft Word, Accounts Payable, Sales, Invoicing
Education
Northampton Community College 2002 — 2002
Completed 12 Credits, Medical Terminology/Computer Courses
The Wood School 1978 — 1979
Executive Secretary Disploma, Secretarial
St. Vincent Ferrer High School 1974 — 1978
Academic Disploma, Acadamic
B. BRAUN MEDICAL INC August 2002 - Present
HOAK CAPITAL CORPORATION April 1996 - December 2001
Citibank, N.A. March 1979 - April 1996
National Corporate Division April 1986 - September 1993
Central-Southern Division Credit Office December 1982 - April 1986
Corporate Field Services March 1979 - December 1982
Skills
Administrative..., Visio, Lotus Notes, Medical Devices, PowerPoint, Spreadsheets, Management, Marketing, Time Management, Forecasting, Microsoft Word, Accounts Payable, Sales, Invoicing
Education
Northampton Community College 2002 — 2002
Completed 12 Credits, Medical Terminology/Computer Courses
The Wood School 1978 — 1979
Executive Secretary Disploma, Secretarial
St. Vincent Ferrer High School 1974 — 1978
Academic Disploma, Acadamic
Eric Tweer's Citibank, NA Experience November 2013 - February 2015
Job Vice President at Republic Bank Philadelphia
Industry Banking
Experience
Republic Bank - Philadelphia March 2015 - Present
Citibank, N.A. November 2013 - February 2015
TD Bank July 2010 - November 2013
Citizens Bank September 2002 - July 2010
National Penn Bank 1995 - 2002
First Fidelity Bank, Philadelphia, PA (now Wells Fargo) 1986 - 1995
Skills
Credit Analysis, Credit, Commercial Lending, Banking, Loan Origination, Loans, Commercial Banking, Credit Risk, Commercial Real Estate, Middle Market, Capital Markets, Small Business Lending, Consumer Lending, Commercial Mortgages, Mortgage Lending, Portfolio Management, Lines Of Credit, Retail Banking, Underwriting
Education
Penn State University 2001 — 2003
MBA, Business Administration
Saint Joseph's University 1987 — 1991
BS, Finance
Republic Bank - Philadelphia March 2015 - Present
Citibank, N.A. November 2013 - February 2015
TD Bank July 2010 - November 2013
Citizens Bank September 2002 - July 2010
National Penn Bank 1995 - 2002
First Fidelity Bank, Philadelphia, PA (now Wells Fargo) 1986 - 1995
Skills
Credit Analysis, Credit, Commercial Lending, Banking, Loan Origination, Loans, Commercial Banking, Credit Risk, Commercial Real Estate, Middle Market, Capital Markets, Small Business Lending, Consumer Lending, Commercial Mortgages, Mortgage Lending, Portfolio Management, Lines Of Credit, Retail Banking, Underwriting
Education
Penn State University 2001 — 2003
MBA, Business Administration
Saint Joseph's University 1987 — 1991
BS, Finance
Linda Tams's Citibank, NA Experience September 2008 - March 2013
Job Realtor at Keller Williams Realty, Inc./licensed since 2002
Industry Real Estate
Experience
Keller Williams Realty, Inc. April 2015 - Present
Realty World January 2005 - April 2015
Select Staffing December 2014 - March 2015
YP May 2014 - December 2014
Bank of the West July 2013 - May 2014
Citibank September 2008 - March 2013
Citibank, N.A. September 2008 - March 2013
Citi September 2008 - March 2013
Skills
Sales, Banking, Management, Marketing, Mortgage Lending, Strategic Planning, Leadership, Business Development, Customer Satisfaction, Real Estate, Marketing Strategy, Advertising, Insurance, Training, Microsoft Excel, Microsoft Office, Account Management, Social Networking, Public Speaking, Negotiation, Loans, Credit, Mortgage Banking, Retail Banking, Sales Management, Marketing Communications, Social Media, Recruiting, Microsoft Word, Event Planning, Team Building, Cold Calling, Hiring, Investments, New Business Development, Coaching
Education
Sonoma State University 1995 — 1998
BA, Political Science
Sonoma State University 1993 — 1998
Political Science, Political Science and Government
Keller Williams Realty, Inc. April 2015 - Present
Realty World January 2005 - April 2015
Select Staffing December 2014 - March 2015
YP May 2014 - December 2014
Bank of the West July 2013 - May 2014
Citibank September 2008 - March 2013
Citibank, N.A. September 2008 - March 2013
Citi September 2008 - March 2013
Skills
Sales, Banking, Management, Marketing, Mortgage Lending, Strategic Planning, Leadership, Business Development, Customer Satisfaction, Real Estate, Marketing Strategy, Advertising, Insurance, Training, Microsoft Excel, Microsoft Office, Account Management, Social Networking, Public Speaking, Negotiation, Loans, Credit, Mortgage Banking, Retail Banking, Sales Management, Marketing Communications, Social Media, Recruiting, Microsoft Word, Event Planning, Team Building, Cold Calling, Hiring, Investments, New Business Development, Coaching
Education
Sonoma State University 1995 — 1998
BA, Political Science
Sonoma State University 1993 — 1998
Political Science, Political Science and Government
Jennifer Gabrielson's Citibank, NA Experience 1990 - 1996
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2014 - Present
RBS Markets & International Banking January 2012 - August 2014
UBS Investment Bank April 1996 - September 2011
Citibank, N.A. 1990 - 1996
Deutsche Bank Capital Corp. 1987 - 1990
Skills
Derivatives, Credit Derivatives, Capital Markets, Fixed Income, Prime Brokerage, ISDA, FX Options, Hedge Funds, Equities, Investment Banking, Equity Derivatives, Swaps, Middle Office, Structured Products, Options, Trading Systems, Electronic Trading, Interest Rate..., Structured Finance, Bonds, Financial Markets
Education
University of Pennsylvania 1984 — 1986
M.A.
State University of New York at Stony Brook 1980 — 1984
B.A.
UBS Investment Bank September 2014 - Present
RBS Markets & International Banking January 2012 - August 2014
UBS Investment Bank April 1996 - September 2011
Citibank, N.A. 1990 - 1996
Deutsche Bank Capital Corp. 1987 - 1990
Skills
Derivatives, Credit Derivatives, Capital Markets, Fixed Income, Prime Brokerage, ISDA, FX Options, Hedge Funds, Equities, Investment Banking, Equity Derivatives, Swaps, Middle Office, Structured Products, Options, Trading Systems, Electronic Trading, Interest Rate..., Structured Finance, Bonds, Financial Markets
Education
University of Pennsylvania 1984 — 1986
M.A.
State University of New York at Stony Brook 1980 — 1984
B.A.
Raymond Kurzum's Citibank, NA Experience February 2010 - September 2015
Job Senior Vice President at Astoria Bank
Industry Banking
Experience
Astoria Bank September 2015 - Present
Citibank, N.A. February 2010 - September 2015
Citibank, N.A. December 2007 - February 2010
Citibank, N.A. October 1997 - December 2007
Bank of New York 1995 - 1997
National Community Bank 1988 - 1995
Citibank, N.A. 1986 - 1988
Chemical Bank 1982 - 1986
Skills
Loans, Cash Management, Healthcare, Banking, Portfolio Management, Strategy, Financial Risk, Relationship Management, Commercial Lending, Finance, Financial Services, Treasury Management, Retail Banking, Credit Risk, Leadership, Business Development, Small Business Lending
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
BA, Economics, Business & Finance
Penn State University 1978 — 1979
Pre-Med Program
Wood-Ridge H.S.
Astoria Bank September 2015 - Present
Citibank, N.A. February 2010 - September 2015
Citibank, N.A. December 2007 - February 2010
Citibank, N.A. October 1997 - December 2007
Bank of New York 1995 - 1997
National Community Bank 1988 - 1995
Citibank, N.A. 1986 - 1988
Chemical Bank 1982 - 1986
Skills
Loans, Cash Management, Healthcare, Banking, Portfolio Management, Strategy, Financial Risk, Relationship Management, Commercial Lending, Finance, Financial Services, Treasury Management, Retail Banking, Credit Risk, Leadership, Business Development, Small Business Lending
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
BA, Economics, Business & Finance
Penn State University 1978 — 1979
Pre-Med Program
Wood-Ridge H.S.
Tricia Bethke's Citibank, NA Experience June 1984 - May 1986
Job Forest Pest Outreach Coordinator for Illinois
Industry Environmental Services
Experience
The Morton Arboretum 2011 - Present
The Morton Arboretum April 2008 - 2011
First National Bank of Chicago May 1986 - December 1992
Citibank, N.A. June 1984 - May 1986
Skills
Public Speaking, Non-profits, Horticulture, Teaching, Environmental Education, Event Planning, Community Outreach, Editing, Social Media, Grant Writing, Volunteer Management, Conservation Issues, Program Development, Sustainability, Program Management, Nonprofits, Environmental Awareness
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Master of Science (M.S.), Natural Resource Environmental Science
The Morton Arboretum 2008 — 2011
Woodland Steward Supervisor, Natural Resources and Conservation
Rosemont College 1980 — 1984
BA, Psychology
University of Illinois-Extension
Master Gardener, Horticulture and Gardening
The Morton Arboretum 2011 - Present
The Morton Arboretum April 2008 - 2011
First National Bank of Chicago May 1986 - December 1992
Citibank, N.A. June 1984 - May 1986
Skills
Public Speaking, Non-profits, Horticulture, Teaching, Environmental Education, Event Planning, Community Outreach, Editing, Social Media, Grant Writing, Volunteer Management, Conservation Issues, Program Development, Sustainability, Program Management, Nonprofits, Environmental Awareness
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Master of Science (M.S.), Natural Resource Environmental Science
The Morton Arboretum 2008 — 2011
Woodland Steward Supervisor, Natural Resources and Conservation
Rosemont College 1980 — 1984
BA, Psychology
University of Illinois-Extension
Master Gardener, Horticulture and Gardening
Patricia Hoffmann's Citibank, NA Experience 1974 - 1984
Job Independent Financial Services Professional
Industry Financial Services
Experience
Citigroup Smith Barney 1997 - 2005
ChaseMellon Shareholder Services 1984 - 1997
Citibank, N.A. 1974 - 1984
Skills
Securities
Education
State University of New York College at Oswego 1970 — 1974
Bachelor of Arts (BA), American Studies
Citigroup Smith Barney 1997 - 2005
ChaseMellon Shareholder Services 1984 - 1997
Citibank, N.A. 1974 - 1984
Skills
Securities
Education
State University of New York College at Oswego 1970 — 1974
Bachelor of Arts (BA), American Studies
Michael Marchelos's Citibank, NA Experience July 2014 - October 2014
Job Mortgage Loan Officer at Capital One Home Loans
Industry Financial Services
Experience
Capital One Home Loans October 2014 - Present
Citibank, N.A. July 2014 - October 2014
TD July 2013 - July 2014
Bank of America July 2011 - July 2013
Chase October 2009 - August 2011
MetLife Home Loans December 2008 - October 2009
Skills
FHA, Mortgage Banking, Mortgage Lending, Loan Origination, FHA financing, Residential Mortgages, Refinance, VA loans, Loans, USDA, Construction Loans, Wholesale Lending, Investment Properties, Mortgage Underwriting, Government Loans, Reverse Mortgages, Home Equity Lines of..., Home Equity Loans, Credit, Credit Analysis, Real Estate Financing
Education
Nassau Community College 1981 — 1983
Computer Science
Capital One Home Loans October 2014 - Present
Citibank, N.A. July 2014 - October 2014
TD July 2013 - July 2014
Bank of America July 2011 - July 2013
Chase October 2009 - August 2011
MetLife Home Loans December 2008 - October 2009
Skills
FHA, Mortgage Banking, Mortgage Lending, Loan Origination, FHA financing, Residential Mortgages, Refinance, VA loans, Loans, USDA, Construction Loans, Wholesale Lending, Investment Properties, Mortgage Underwriting, Government Loans, Reverse Mortgages, Home Equity Lines of..., Home Equity Loans, Credit, Credit Analysis, Real Estate Financing
Education
Nassau Community College 1981 — 1983
Computer Science
Madeline Santiago's Citibank, NA Experience October 2004 - December 2008
Job Commission Coordinator at Newmark Knight Frank
Industry Financial Services
Experience
Newmark Knight Frank November 2009 - Present
Citibank, N.A. October 2004 - December 2008
Citibank October 2002 - September 2004
Citibank March 2000 - September 2002
Citibank February 1990 - February 2000
Education
New York University 2003 — 2005
AAS, General Business and Management
Newmark Knight Frank November 2009 - Present
Citibank, N.A. October 2004 - December 2008
Citibank October 2002 - September 2004
Citibank March 2000 - September 2002
Citibank February 1990 - February 2000
Education
New York University 2003 — 2005
AAS, General Business and Management
Mary Anne Murphy's Citibank, NA Experience January 1990 - January 2002
Job Project Manager at Township of Washington, Bergen County, NJ
Industry Marketing and Advertising
Experience
Township of Washingtong, NJ 2010 - Present
The Dreyfus Corporation August 2002 - February 2009
Citibank, N.A. January 1990 - January 2002
Skills
Strategic Planning, Six Sigma, Business Process..., Financial Services, Analytics
Education
Pace University 1995 — 1999
BA, Counseling
Township of Washingtong, NJ 2010 - Present
The Dreyfus Corporation August 2002 - February 2009
Citibank, N.A. January 1990 - January 2002
Skills
Strategic Planning, Six Sigma, Business Process..., Financial Services, Analytics
Education
Pace University 1995 — 1999
BA, Counseling
Charlie Wiese's Citibank, NA Experience 1989 - 1991
Job Software Technical Support at IBM
Industry Computer Software
Experience
IBM August 2014 - Present
IBM January 2013 - August 2014
IBM May 2010 - January 2013
IBM October 2003 - April 2010
IBM June 2001 - October 2003
Y.N.G., Inc. August 1998 - May 2001
Wells Fargo February 1993 - August 1998
Gap Inc. December 1991 - February 1993
Citibank, N.A. 1989 - 1991
Wells Fargo 1987 - 1989
Skills
ITIL, Mainframe, Incident Management, CICS, Testing, REXX, z/OS, ISPF, IBM Mainframe, TSO, JCL, VSAM, SQL, MVS, Requirements Analysis, DB2, IT Strategy, COBOL, SOA, Enterprise Architecture, Software Development, PL/1, Systems Programming, Assembler, SMP/E, Operating Systems, Unix, Production Support, Software Documentation, Java, Websphere, TCP/IP, Systems Analysis, Web Services, Security, Cloud Computing, Databases, WebSphere Application..., Database Design, Software Design, WebSphere MQ, Performance Tuning, Middleware, Project Management, IPCS, Disaster Recovery
Education
Southern Oregon University 1979 — 1982
B.A., Business Administration and Computer Science
Illinois Valley High School 1974 — 1978
Diploma, General Studies
IBM August 2014 - Present
IBM January 2013 - August 2014
IBM May 2010 - January 2013
IBM October 2003 - April 2010
IBM June 2001 - October 2003
Y.N.G., Inc. August 1998 - May 2001
Wells Fargo February 1993 - August 1998
Gap Inc. December 1991 - February 1993
Citibank, N.A. 1989 - 1991
Wells Fargo 1987 - 1989
Skills
ITIL, Mainframe, Incident Management, CICS, Testing, REXX, z/OS, ISPF, IBM Mainframe, TSO, JCL, VSAM, SQL, MVS, Requirements Analysis, DB2, IT Strategy, COBOL, SOA, Enterprise Architecture, Software Development, PL/1, Systems Programming, Assembler, SMP/E, Operating Systems, Unix, Production Support, Software Documentation, Java, Websphere, TCP/IP, Systems Analysis, Web Services, Security, Cloud Computing, Databases, WebSphere Application..., Database Design, Software Design, WebSphere MQ, Performance Tuning, Middleware, Project Management, IPCS, Disaster Recovery
Education
Southern Oregon University 1979 — 1982
B.A., Business Administration and Computer Science
Illinois Valley High School 1974 — 1978
Diploma, General Studies
Karen Waldeck's Citibank, NA Experience June 1983 - March 1987
Job Marketing Communication Manager at Hayward Pool Products
Industry Marketing and Advertising
Experience
Hayward Pool Products January 1996 - Present
Ricoh Company Ltd. March 1995 - December 1995
Lightolier March 1987 - November 1994
Citibank, N.A. June 1983 - March 1987
Skills
Marketing Strategy, Strategic Planning, Press Releases, Integrated Marketing, Product Marketing, Marketing, Marketing Communications, Online Marketing, Market Research, Sales, Digital Marketing, Social Media Marketing, Public Relations, Trade Shows, Product Development, Online Advertising, Advertising, B2B, Editing, Sales Operations, New Business Development, Social Media, Graphic Design, Account Management, Customer Service, Retail, Multi-channel Marketing, Blogging, Sales Management, Social Networking
Education
Seton Hall University 1978 — 1982
Bachelor of Arts, Communication
Hayward Pool Products January 1996 - Present
Ricoh Company Ltd. March 1995 - December 1995
Lightolier March 1987 - November 1994
Citibank, N.A. June 1983 - March 1987
Skills
Marketing Strategy, Strategic Planning, Press Releases, Integrated Marketing, Product Marketing, Marketing, Marketing Communications, Online Marketing, Market Research, Sales, Digital Marketing, Social Media Marketing, Public Relations, Trade Shows, Product Development, Online Advertising, Advertising, B2B, Editing, Sales Operations, New Business Development, Social Media, Graphic Design, Account Management, Customer Service, Retail, Multi-channel Marketing, Blogging, Sales Management, Social Networking
Education
Seton Hall University 1978 — 1982
Bachelor of Arts, Communication
Carolynn Rosse's Citibank, NA Experience August 2011 - Present
Job Director Citigroup Global Regulation W Program Manager
Industry Financial Services
Experience
Citigroup March 2013 - Present
Citibank, N.A. August 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey July 2009 - June 2011
Merrill Lynch March 2006 - July 2009
Merrill Lynch March 2005 - March 2006
Merrill Lynch January 2001 - March 2005
Merrill Lynch January 2001 - March 2005
Merrill Lynch July 1999 - January 2001
Citibank September 1990 - August 1994
DTCC September 1987 - September 1990
Skills
Series 7, Securities, Portfolio Management, Equities, Wealth Management, Risk Management, Market Risk, Derivatives, Capital Markets, Fixed Income, Financial Risk
Education
New York University 1987 — 1989
BS, Computer Science
Rutgers University-New Brunswick 1981 — 1985
BA, Economics and Accounting
Citigroup March 2013 - Present
Citibank, N.A. August 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey July 2009 - June 2011
Merrill Lynch March 2006 - July 2009
Merrill Lynch March 2005 - March 2006
Merrill Lynch January 2001 - March 2005
Merrill Lynch January 2001 - March 2005
Merrill Lynch July 1999 - January 2001
Citibank September 1990 - August 1994
DTCC September 1987 - September 1990
Skills
Series 7, Securities, Portfolio Management, Equities, Wealth Management, Risk Management, Market Risk, Derivatives, Capital Markets, Fixed Income, Financial Risk
Education
New York University 1987 — 1989
BS, Computer Science
Rutgers University-New Brunswick 1981 — 1985
BA, Economics and Accounting
Jose Domingo Soto's Citibank, NA Experience April 1977 - December 2007
Job Business Learning Director at JM Cummings Cuverge, Inc.
Industry Banking
Experience
JM Cummings Cuverge, Inc. January 2008 - Present
Citibank, N.A. April 1977 - December 2007
Citibank Guatemala 1990 - 1996
Skills
AML, Banking, Credit Risk, Commercial Banking, Credit Cards, Credit Analysis, Credit, Retail Banking, Private Banking, Cash Management, Loans, Treasury Management, Capital Markets, Financial Risk, Investment Banking, Risk Management, Relationship Management, Portfolio Management, Emerging Markets, Derivatives, Management, Operational Risk..., Trade Finance, Operational Risk, Corporate Finance
Education
Pontificia Universidad Católica de Puerto Rico 1969 — 1972
BBA, Accounting and Finance
JM Cummings Cuverge, Inc. January 2008 - Present
Citibank, N.A. April 1977 - December 2007
Citibank Guatemala 1990 - 1996
Skills
AML, Banking, Credit Risk, Commercial Banking, Credit Cards, Credit Analysis, Credit, Retail Banking, Private Banking, Cash Management, Loans, Treasury Management, Capital Markets, Financial Risk, Investment Banking, Risk Management, Relationship Management, Portfolio Management, Emerging Markets, Derivatives, Management, Operational Risk..., Trade Finance, Operational Risk, Corporate Finance
Education
Pontificia Universidad Católica de Puerto Rico 1969 — 1972
BBA, Accounting and Finance
Joseph Imbro's Citibank, NA Experience June 2010 - Present
Job Senior Vice President, Relationship Manager Citibank, N.A. Public Funds
Industry Banking
Experience
Citibank, N.A. June 2010 - Present
JPMorgan Chase 1984 - May 2009
Skills
Banking, Lines Of Credit, Small Business Lending, Commercial Lending, Cross Selling, Treasury Management, Financial Analysis, Cash Management, Commercial Mortgages, Portfolio Management, Credit, Credit Risk, Relationship Management, Loans, Loan Origination, Management, Commercial Banking, Consumer Lending, Real Estate, Retail Banking, Credit Analysis, Wealth Management, Fixed Income, Mortgage Lending, Structured Finance, Investments, SBA, Underwriting, Capital Markets, Financial Services, Treasury Services, Mortgage Banking, Branch Management, Series 7, Branch Banking
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Finance
Wagner College 1978 — 1982
Citibank, N.A. June 2010 - Present
JPMorgan Chase 1984 - May 2009
Skills
Banking, Lines Of Credit, Small Business Lending, Commercial Lending, Cross Selling, Treasury Management, Financial Analysis, Cash Management, Commercial Mortgages, Portfolio Management, Credit, Credit Risk, Relationship Management, Loans, Loan Origination, Management, Commercial Banking, Consumer Lending, Real Estate, Retail Banking, Credit Analysis, Wealth Management, Fixed Income, Mortgage Lending, Structured Finance, Investments, SBA, Underwriting, Capital Markets, Financial Services, Treasury Services, Mortgage Banking, Branch Management, Series 7, Branch Banking
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Finance
Wagner College 1978 — 1982
Curtis Perkins's Citibank, NA Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
National Bank of Abu Dhabi 2009 - 2014
Citibank, N.A. 2006 - 2008
BNP Paribas 2003 - 2006
Dresdner Bank April 1999 - June 2003
Barclays Capital April 1995 - April 1999
Chemical Bank 1985 - 1995
Skills
FX, Trading, Securities, Emerging Markets, Hedge Funds, Portfolio Management, Risk Management, Asset Management, Business Analysis, Fixed Income, Currency, Derivatives, Structured Products, Bloomberg, Commodities, Equities, Capital Markets, Analysis, Financial Markets, Interest Rate..., Bonds, FX Options, Foreign Exchange, Money Market, Swaps, Banking, Commodity, Treasury, Prime Brokerage, Structured Finance, Financial Services, Hedging, Cash Management, Rates, Proprietary Trading
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
Master of Business Administration (MBA), International Finance
Stockholm School of Economics 1984 — 1984
Exchange student program, International Finance
National Bank of Abu Dhabi 2009 - 2014
Citibank, N.A. 2006 - 2008
BNP Paribas 2003 - 2006
Dresdner Bank April 1999 - June 2003
Barclays Capital April 1995 - April 1999
Chemical Bank 1985 - 1995
Skills
FX, Trading, Securities, Emerging Markets, Hedge Funds, Portfolio Management, Risk Management, Asset Management, Business Analysis, Fixed Income, Currency, Derivatives, Structured Products, Bloomberg, Commodities, Equities, Capital Markets, Analysis, Financial Markets, Interest Rate..., Bonds, FX Options, Foreign Exchange, Money Market, Swaps, Banking, Commodity, Treasury, Prime Brokerage, Structured Finance, Financial Services, Hedging, Cash Management, Rates, Proprietary Trading
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
Master of Business Administration (MBA), International Finance
Stockholm School of Economics 1984 — 1984
Exchange student program, International Finance
Rodney Tyson's Citibank, NA Experience June 1990 - June 1992
Job Chief Operating Officer Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. August 1998 - Present
First Chicago NBD June 1995 - September 1996
Chase Manhattan Bank, NA June 1992 - June 1995
Citibank, N.A. June 1990 - June 1992
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Finance
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Finance, General
Robert W. Baird & Co. April 2011 - Present
Robert W. Baird & Co. August 1998 - Present
First Chicago NBD June 1995 - September 1996
Chase Manhattan Bank, NA June 1992 - June 1995
Citibank, N.A. June 1990 - June 1992
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Finance
University of Maryland College Park 1986 — 1990
Bachelor of Science (BS), Finance, General
Brad Burdey's Citibank, NA Experience 2006 - 2007
Job Compliance Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2014 - Present
Capital One March 2013 - January 2014
Ernst & Young July 2012 - March 2013
DELOITTE & TOUCHE, LLP January 2008 - July 2012
Citibank, N.A. 2006 - 2007
Wachovia Bank, N.A. 2004 - 2006
Skills
Risk Management, Compliance, Quality Assurance, Credit Risk, Business Strategy, Credit, Banking, Risk Assessment, Enterprise Risk..., Finance, Process Improvement, Financial Institutions, Financial Risk, Auditing, Financial Services, Internal Controls, Operational Risk..., Financial Modeling, Due Diligence
Education
Rowan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase & Co. June 2014 - Present
Capital One March 2013 - January 2014
Ernst & Young July 2012 - March 2013
DELOITTE & TOUCHE, LLP January 2008 - July 2012
Citibank, N.A. 2006 - 2007
Wachovia Bank, N.A. 2004 - 2006
Skills
Risk Management, Compliance, Quality Assurance, Credit Risk, Business Strategy, Credit, Banking, Risk Assessment, Enterprise Risk..., Finance, Process Improvement, Financial Institutions, Financial Risk, Auditing, Financial Services, Internal Controls, Operational Risk..., Financial Modeling, Due Diligence
Education
Rowan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Bonnie Wolf's Citibank, NA Experience June 1992 - Present
Job Associate General Counsel, Commercial and Business Banking at Citibank, N.A.
Industry Law Practice
Experience
Citibank, N.A. June 1992 - Present
Education
Emory University School of Law
JD
Northwestern University
BS, Journalism
Citibank, N.A. June 1992 - Present
Education
Emory University School of Law
JD
Northwestern University
BS, Journalism
Maryann Giarratano's Citibank, NA Experience 1979 - 1984
Job
Industry
Experience
McDermott Will & Emery July 2009 - Present
Citibank, N.A. 1979 - 1984
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Stanford University
Master of Arts (MA), Art Teacher Education
McDermott Will & Emery July 2009 - Present
Citibank, N.A. 1979 - 1984
Skills
Microsoft Excel, PowerPoint, Microsoft Office
Education
Stanford University
Master of Arts (MA), Art Teacher Education
donna jagard's Citibank, NA Experience August 1986 - March 1995
Job VP of Finance/Operations at First Data
Industry Financial Services
Experience
First Data Corporation March 1995 - Present
Citibank, N.A. August 1986 - March 1995
Skills
Financial Analysis, Credit Cards, Payments, Leadership, Financial Services, Banking, Risk Management, Electronic Payments, Payment Card Processing, Credit, Merchant Services, Financial Modeling, Finance, Business Analysis, Process Improvement, Debit Cards
Education
St. John's University 1984 — 1987
Master of Business Administration (M.B.A.), Quantitative Analysis
St. John's University 1980 — 1984
Bachelor’s Degree, B.S. - Paralegal Major, Mathematics Minor
First Data Corporation March 1995 - Present
Citibank, N.A. August 1986 - March 1995
Skills
Financial Analysis, Credit Cards, Payments, Leadership, Financial Services, Banking, Risk Management, Electronic Payments, Payment Card Processing, Credit, Merchant Services, Financial Modeling, Finance, Business Analysis, Process Improvement, Debit Cards
Education
St. John's University 1984 — 1987
Master of Business Administration (M.B.A.), Quantitative Analysis
St. John's University 1980 — 1984
Bachelor’s Degree, B.S. - Paralegal Major, Mathematics Minor
adrian banks's Citibank, NA Experience
Job SVP, N.A. Trade Import Product Manager at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A.
Skills
Banking
Education
Oberlin College 1977 — 1981
Bachelor's degree, Economics/Government
Citibank, N.A.
Skills
Banking
Education
Oberlin College 1977 — 1981
Bachelor's degree, Economics/Government
Dale Brock's Citibank, NA Experience July 2005 - November 2012
Job Franchise Owner at Visiting Angels Of Fort Worth and Southlake
Industry Individual & Family Services
Experience
Visiting Angels April 2014 - Present
OmniAmerican Bank November 2012 - March 2014
Citibank, N.A. July 2005 - November 2012
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Risk Management, Relationship Management, Underwriting, Mortgage Lending, Small Business Lending, Finance, Cash Management, Consumer Lending, Business Development, Treasury Management, Lines Of Credit, Financial Services, Loan Origination, Commercial Mortgages, Financial Reporting
Education
Stonier Graduate School of Banking at the University of Deleware 1985 — 1987
Graduate
Southern Methodist University - Cox School of Business 1976 — 1980
B.B.A., Finance
Visiting Angels April 2014 - Present
OmniAmerican Bank November 2012 - March 2014
Citibank, N.A. July 2005 - November 2012
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Risk Management, Relationship Management, Underwriting, Mortgage Lending, Small Business Lending, Finance, Cash Management, Consumer Lending, Business Development, Treasury Management, Lines Of Credit, Financial Services, Loan Origination, Commercial Mortgages, Financial Reporting
Education
Stonier Graduate School of Banking at the University of Deleware 1985 — 1987
Graduate
Southern Methodist University - Cox School of Business 1976 — 1980
B.B.A., Finance
Vincent J. Coyle, Jr.'s Citibank, NA Experience March 2007 - Present
Job Director at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. March 2007 - Present
Citibank, N.A. January 2004 - February 2007
Rogers & Wells LLP n/k/a Clifford Chance LLP October 1989 - December 1998
Skadden Arps September 1985 - August 1987
Education
St. John's University School of Law 1982 — 1985
Juris Doctorate, Law
Citibank, N.A. March 2007 - Present
Citibank, N.A. January 2004 - February 2007
Rogers & Wells LLP n/k/a Clifford Chance LLP October 1989 - December 1998
Skadden Arps September 1985 - August 1987
Education
St. John's University School of Law 1982 — 1985
Juris Doctorate, Law
Lii Shin (Mike) Wu, CAMS, CFE's Citibank, NA Experience January 2005 - September 2007
Job Assistant Director Risk Management
Industry Financial Services
Experience
Abacus Federal Savings Bank October 2012 - Present
Abacus Federal Savings Bank June 2011 - October 2012
Abacus Federal Savings Bank October 2010 - June 2011
Citibank, N.A. January 2005 - September 2007
Citicorp Investment Services January 2004 - December 2004
Citicorp Investment Services September 2001 - December 2003
Skills
AML, KYC, Banking, Risk Management, USA PATRIOT Act, OFAC, Bank Secrecy Act, Anti Money Laundering, Certified Fraud Examiner
Education
Stony Brook University 1996 — 2000
BA, Economics
Abacus Federal Savings Bank October 2012 - Present
Abacus Federal Savings Bank June 2011 - October 2012
Abacus Federal Savings Bank October 2010 - June 2011
Citibank, N.A. January 2005 - September 2007
Citicorp Investment Services January 2004 - December 2004
Citicorp Investment Services September 2001 - December 2003
Skills
AML, KYC, Banking, Risk Management, USA PATRIOT Act, OFAC, Bank Secrecy Act, Anti Money Laundering, Certified Fraud Examiner
Education
Stony Brook University 1996 — 2000
BA, Economics
Alison DiMichele-Thoren's Citibank, NA Experience 1981 - 1992
Job Paralegal at Law Office
Industry Law Practice
Experience
Law Office of Marion McBain, P.C. August 2007 - February 2015
Law Office of Eric Ruderman, P.C. 2005 - 2006
Warkentine Law Office, P.C. 2001 - 2002
Leopard Communications 2000 - 2001
Marketing Specialists Sales Company 1998 - 1999
Jo Jo's Pizza & Family Restaurant, Inc. 1996 - 1998
Arizona American-Italian Club 1993 - 1996
Citibank, N.A. 1981 - 1992
Skills
Document Drafting, Docketing, Legal Discovery, Court Cases, Drafting Agreements, Client Co-ordination, Legal Research, Legal Writing, Microsoft Excel, Microsoft Office, E-file, Pleadings, Courts, Document Review, Notary Public, QuickBooks, Quicken, Typing, Transcription, Litigation Support
Education
Front Range Community College 2002 — 2005
Associate's Degree, Paralegal Studies, 3.9 G.P.A.
Pace University-Pleasantville/Briarcliff Campus 1979 — 1981
Psychology
Law Office of Marion McBain, P.C. August 2007 - February 2015
Law Office of Eric Ruderman, P.C. 2005 - 2006
Warkentine Law Office, P.C. 2001 - 2002
Leopard Communications 2000 - 2001
Marketing Specialists Sales Company 1998 - 1999
Jo Jo's Pizza & Family Restaurant, Inc. 1996 - 1998
Arizona American-Italian Club 1993 - 1996
Citibank, N.A. 1981 - 1992
Skills
Document Drafting, Docketing, Legal Discovery, Court Cases, Drafting Agreements, Client Co-ordination, Legal Research, Legal Writing, Microsoft Excel, Microsoft Office, E-file, Pleadings, Courts, Document Review, Notary Public, QuickBooks, Quicken, Typing, Transcription, Litigation Support
Education
Front Range Community College 2002 — 2005
Associate's Degree, Paralegal Studies, 3.9 G.P.A.
Pace University-Pleasantville/Briarcliff Campus 1979 — 1981
Psychology
Matthew Sapnar's Citibank, NA Experience December 2006 - May 2010
Job Manager of Inside Sales at On Deck Capital, Inc.
Industry Financial Services
Experience
On Deck Capital, Inc. April 2015 - Present
On Deck Capital, Inc. May 2010 - April 2015
Citibank, N.A. December 2006 - May 2010
PLANCO June 2005 - December 2006
Skills
Salesforce.com, Lead Generation, New Business Development, Underwriting, Small Business Lending, Account Management, Credit, Sales Management, Portfolio Management, B2B, Credit Analysis, Merchant Services, Strategic Partnerships, Finance, Start-ups, Credit Risk, Sales, Loans, Loan Origination, Cold Calling, Asset Based Lending, Banking, Factoring, Credit Cards, Financial Analysis, Business Development, Marketing, Customer Retention, Payments, Small Business, CRM, Financial Risk, Direct Sales, Selling, Investments, Funding, Business Planning, Commercial Lending, Sales Process, Risk Management, Financial Services, Executive Management, Strategic Planning
Education
Syracuse University 1999 — 2003
Bachelor, Marketing
River Dell Regional High School 1995 — 1999
High School Diploma
On Deck Capital, Inc. April 2015 - Present
On Deck Capital, Inc. May 2010 - April 2015
Citibank, N.A. December 2006 - May 2010
PLANCO June 2005 - December 2006
Skills
Salesforce.com, Lead Generation, New Business Development, Underwriting, Small Business Lending, Account Management, Credit, Sales Management, Portfolio Management, B2B, Credit Analysis, Merchant Services, Strategic Partnerships, Finance, Start-ups, Credit Risk, Sales, Loans, Loan Origination, Cold Calling, Asset Based Lending, Banking, Factoring, Credit Cards, Financial Analysis, Business Development, Marketing, Customer Retention, Payments, Small Business, CRM, Financial Risk, Direct Sales, Selling, Investments, Funding, Business Planning, Commercial Lending, Sales Process, Risk Management, Financial Services, Executive Management, Strategic Planning
Education
Syracuse University 1999 — 2003
Bachelor, Marketing
River Dell Regional High School 1995 — 1999
High School Diploma
Thereza Young's Citibank, NA Experience June 2004 - December 2010
Job Senior Executive Assistant at Citi
Industry Banking
Experience
Citi July 2013 - Present
Discover Financial Services January 2011 - December 2012
Citibank, N.A. June 2004 - December 2010
Citibank, N.A. June 1984 - December 2010
Citibank NA April 2002 - June 2004
Citibank NA April 2001 - April 2002
Citibank NA April 1999 - April 2001
Citibank NA June 1998 - April 1999
Citibank NA October 1992 - January 1998
Private Bank Group June 1990 - October 1992
Skills
Fluent in Portuguese, Banking, Credit Cards, Financial Services, Credit, Credit Analysis, Loans, Credit Risk, Financial Risk, Student Loans, Executive..., Strategic Planning, Corporate Finance, Mortgage Lending, Risk Management, Portfolio Management, Bilingual, Retail Banking, Microsoft Excel, Concur, Administrative..., Analysis, Expense Management, Outlook, PowerPoint, Time Management, Financial Analysis, Management, Administrative..., Finance, Executive Calendar..., Human Resources, Leadership
Education
PUC-SP 1984 — 1988
Bachelor of Business Administration (BBA), Administrative Assistant and Secretarial Science, General
Faculdade Hibero Americana 1982 — 1984
Associate's degree, Translator & Interpreter (Portuguese / English)
Citi July 2013 - Present
Discover Financial Services January 2011 - December 2012
Citibank, N.A. June 2004 - December 2010
Citibank, N.A. June 1984 - December 2010
Citibank NA April 2002 - June 2004
Citibank NA April 2001 - April 2002
Citibank NA April 1999 - April 2001
Citibank NA June 1998 - April 1999
Citibank NA October 1992 - January 1998
Private Bank Group June 1990 - October 1992
Skills
Fluent in Portuguese, Banking, Credit Cards, Financial Services, Credit, Credit Analysis, Loans, Credit Risk, Financial Risk, Student Loans, Executive..., Strategic Planning, Corporate Finance, Mortgage Lending, Risk Management, Portfolio Management, Bilingual, Retail Banking, Microsoft Excel, Concur, Administrative..., Analysis, Expense Management, Outlook, PowerPoint, Time Management, Financial Analysis, Management, Administrative..., Finance, Executive Calendar..., Human Resources, Leadership
Education
PUC-SP 1984 — 1988
Bachelor of Business Administration (BBA), Administrative Assistant and Secretarial Science, General
Faculdade Hibero Americana 1982 — 1984
Associate's degree, Translator & Interpreter (Portuguese / English)
Bruce Buchheister's Citibank, NA Experience 1984 - 2010
Job Fraud/Risk Management,Back Office Banking Operations, Customer Service, Mortgage Processing
Industry Banking
Experience
. January 2010 - Present
Bergen County Clerks Office 2013 - 2013
Citibank 2000 - August 2010
Citibank, N.A. 1984 - 2010
Citibank, NA 1999 - 2003
Skills
Risk Management, Fraud, Banking, Compliance, Financial Analysis, Mortgage, Process Improvement, Customer Relations, AML, Customer Service, Word, Back Office, Microsoft Word, Retail Banking, Financial Risk, Leadership, Operational Risk, Financial Services, Credit Analysis, Cash Management, Management, Finance, Operational Risk..., Consumer Lending, Relationship Management, Credit Cards, Mortgage Lending, Commercial Banking, Credit Risk, Enterprise Risk..., Commercial Lending, Payments
Education
Ramapo College of New Jersey
BS, Business Management
. January 2010 - Present
Bergen County Clerks Office 2013 - 2013
Citibank 2000 - August 2010
Citibank, N.A. 1984 - 2010
Citibank, NA 1999 - 2003
Skills
Risk Management, Fraud, Banking, Compliance, Financial Analysis, Mortgage, Process Improvement, Customer Relations, AML, Customer Service, Word, Back Office, Microsoft Word, Retail Banking, Financial Risk, Leadership, Operational Risk, Financial Services, Credit Analysis, Cash Management, Management, Finance, Operational Risk..., Consumer Lending, Relationship Management, Credit Cards, Mortgage Lending, Commercial Banking, Credit Risk, Enterprise Risk..., Commercial Lending, Payments
Education
Ramapo College of New Jersey
BS, Business Management
Joe Kalachik's Citibank, NA Experience March 1983 - September 2007
Job
Industry Banking
Experience
Retirementville, USA November 2006 - Present
Citibank, N.A. March 1983 - September 2007
Skills
Banking, Retail Banking, Program Management, Business Analysis, Portfolio Management, SDLC, Risk Management, Vendor Management, Credit Cards, Project Management, Financial Risk, Relationship Management, Financial Services, Project Delivery, Solution Architecture, Software Project...
Education
Niagara University 1964 — 1968
BBA, Accounting
Retirementville, USA November 2006 - Present
Citibank, N.A. March 1983 - September 2007
Skills
Banking, Retail Banking, Program Management, Business Analysis, Portfolio Management, SDLC, Risk Management, Vendor Management, Credit Cards, Project Management, Financial Risk, Relationship Management, Financial Services, Project Delivery, Solution Architecture, Software Project...
Education
Niagara University 1964 — 1968
BBA, Accounting
Glenn Marquis's Citibank, NA Experience June 2011 - July 2013
Job Fraud Analyst II at JP Morgan Chase/Washington Mutual Bank
Industry Banking
Experience
Citibank, N.A. June 2011 - July 2013
JP Morgan Chase/Washington Mutual Bank December 2000 - October 2009
JP Morgan Chase/Washington Mutual Bank December 2000 - October 2009
Education
Saint Mary's College of California 1977 — 1981
Bachelor of Arts, Communications
Citibank, N.A. June 2011 - July 2013
JP Morgan Chase/Washington Mutual Bank December 2000 - October 2009
JP Morgan Chase/Washington Mutual Bank December 2000 - October 2009
Education
Saint Mary's College of California 1977 — 1981
Bachelor of Arts, Communications
Donna Mancuso-Scalzo's Citibank, NA Experience January 2010 - July 2010
Job Business Development Manager at Bucks County Bank
Industry Banking
Experience
Bucks County Bank February 2012 - Present
Bucks County Bank July 2010 - January 2012
Citibank, N.A. January 2010 - July 2010
Citibank,N.A. September 2007 - January 2010
Pennsbury School District June 2005 - June 2007
CoreStates Bank September 1989 - March 1994
First Pennsylvania Bank January 1988 - September 1989
Citibank Retail Services January 1985 - December 1987
Skills
New Business Development, Team Building, Teaching, Loans, Banking, Strategic Planning, Customer Service, Sales Management, Coaching, Credit, Risk Management, Financial Analysis, Small Business, Microsoft Office, Insurance, Business Development, Commercial Banking, Sales, Leadership, Mortgage Lending, Commercial Lending
Education
Susquehanna University 1977 — 1981
B.S. Business Administration, Management
Bucks County Bank February 2012 - Present
Bucks County Bank July 2010 - January 2012
Citibank, N.A. January 2010 - July 2010
Citibank,N.A. September 2007 - January 2010
Pennsbury School District June 2005 - June 2007
CoreStates Bank September 1989 - March 1994
First Pennsylvania Bank January 1988 - September 1989
Citibank Retail Services January 1985 - December 1987
Skills
New Business Development, Team Building, Teaching, Loans, Banking, Strategic Planning, Customer Service, Sales Management, Coaching, Credit, Risk Management, Financial Analysis, Small Business, Microsoft Office, Insurance, Business Development, Commercial Banking, Sales, Leadership, Mortgage Lending, Commercial Lending
Education
Susquehanna University 1977 — 1981
B.S. Business Administration, Management
Linda Salcido's Citibank, NA Experience 2004 - 2008
Job Commercial Portfolio Manager Banking Officer
Industry Banking
Experience
Green Bank 2008 - Present
Citibank, N.A. 2004 - 2008
Skills
Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking
Education
San Jacinto College
Green Bank 2008 - Present
Citibank, N.A. 2004 - 2008
Skills
Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking
Education
San Jacinto College
Rhonda Gornitsky's Citibank, NA Experience July 1990 - June 1998
Job Senior Vice President and General Counsel at Verengo, Inc.
Industry Consumer Services
Experience
Verengo, Inc. August 2015 - Present
Legal Consultant August 2002 - Present
Adobe Systems Incorporated June 2014 - May 2015
IMP January 2003 - December 2013
CITYNET September 2000 - August 2002
Cable & Wireless plc July 1998 - September 2000
Citibank, N.A. July 1990 - June 1998
Skills
Negotiation, Strategy, Contract Negotiation, Technology, Online Advertising, Cloud Computing, Licensing Negotiations, E-commerce, Licensing, Corporate Law, Marketing, Marketing Communications, Social Media, Social Media Marketing, Trademarks, Advertising, Intellectual Property, IT law, Legal Compliance, Corporate Governance, Retail Banking, Privacy Law, Mergers & Acquisitions, Mediation, Information Technology, Data Security
Education
University of Toronto - JD 1984 — 1987
Doctor of Law (JD), Law
Quinnipiac University School of Law
Certificate in Mediation, Mediation
The University of Western Ontario
Bachelor of Arts (B.A.), Economics
Verengo, Inc. August 2015 - Present
Legal Consultant August 2002 - Present
Adobe Systems Incorporated June 2014 - May 2015
IMP January 2003 - December 2013
CITYNET September 2000 - August 2002
Cable & Wireless plc July 1998 - September 2000
Citibank, N.A. July 1990 - June 1998
Skills
Negotiation, Strategy, Contract Negotiation, Technology, Online Advertising, Cloud Computing, Licensing Negotiations, E-commerce, Licensing, Corporate Law, Marketing, Marketing Communications, Social Media, Social Media Marketing, Trademarks, Advertising, Intellectual Property, IT law, Legal Compliance, Corporate Governance, Retail Banking, Privacy Law, Mergers & Acquisitions, Mediation, Information Technology, Data Security
Education
University of Toronto - JD 1984 — 1987
Doctor of Law (JD), Law
Quinnipiac University School of Law
Certificate in Mediation, Mediation
The University of Western Ontario
Bachelor of Arts (B.A.), Economics
Jeanette Garcia's Citibank, NA Experience February 2006 - January 2011
Job Talent Advisor at EmblemHealth
Industry Insurance
Experience
EmblemHealth December 2014 - Present
North Shore-LIJ Health System September 2013 - December 2014
Visiting Nurse Service of New York February 2012 - September 2013
Citibank, N.A. February 2006 - January 2011
Education
St. John's University
BA, Psychology, Industrial and Organizational Psychology, 3.78/4.0
EmblemHealth December 2014 - Present
North Shore-LIJ Health System September 2013 - December 2014
Visiting Nurse Service of New York February 2012 - September 2013
Citibank, N.A. February 2006 - January 2011
Education
St. John's University
BA, Psychology, Industrial and Organizational Psychology, 3.78/4.0
Kyle Strader's Citibank, NA Experience October 2007 - March 2012
Job Asset Based Lending Credit Service Representative
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America June 2012 - June 2014
Citibank, N.A. October 2007 - March 2012
Skills
Banking, Customer Service, Financial Services, Credit Risk, Commercial Banking, Credit, Credit Analysis, Financial Analysis, Loans, Retail Banking, Risk Management
Education
Texas Tech University 2003 — 2007
Bachelor of Science (B.S.), Restaurant, Hotel, and Institutional Management
Bank of America June 2014 - Present
Bank of America June 2012 - June 2014
Citibank, N.A. October 2007 - March 2012
Skills
Banking, Customer Service, Financial Services, Credit Risk, Commercial Banking, Credit, Credit Analysis, Financial Analysis, Loans, Retail Banking, Risk Management
Education
Texas Tech University 2003 — 2007
Bachelor of Science (B.S.), Restaurant, Hotel, and Institutional Management
Hemchand Prashad's Citibank, NA Experience April 2002 - August 2011
Job Small Business Champion/Store Supervisor/FSR at TD Bank
Industry Banking
Experience
TD Bank July 2012 - Present
Citibank, N.A. April 2002 - August 2011
Citibank,N.A. 2002 - 2011
York Hall of Science August 1998 - June 2004
Samuel Field Y January 2000 - December 2001
Queensborough Community College September 2000 - January 2001
Skills
CRM, Management, Credit, Business Development, Analysis, Sales, Finance, Loans, Time Management, Budgets, Business Planning, Retail Banking, Access, Customer Service, Investments, Mortgage Lending, Coaching, Sales Management, Lead Generation, New Business Development
Education
Queens College
Education
Queensborough Community College
Associate, 2006
TD Bank July 2012 - Present
Citibank, N.A. April 2002 - August 2011
Citibank,N.A. 2002 - 2011
York Hall of Science August 1998 - June 2004
Samuel Field Y January 2000 - December 2001
Queensborough Community College September 2000 - January 2001
Skills
CRM, Management, Credit, Business Development, Analysis, Sales, Finance, Loans, Time Management, Budgets, Business Planning, Retail Banking, Access, Customer Service, Investments, Mortgage Lending, Coaching, Sales Management, Lead Generation, New Business Development
Education
Queens College
Education
Queensborough Community College
Associate, 2006
Jose Bernier's Citibank, NA Experience June 1973 - October 1980
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS August 1987 - Present
Merrill Lynch Capital Markets Puerto Rico July 1986 - August 1987
First Boston Corporation Puerto Rico May 1983 - June 1986
E.F. Hutton Puerto Rico Inc. November 1981 - March 1983
Citicorp Financial Services,Inc. October 1980 - November 1981
CITIBANK, N.A. June 1973 - October 1980
Education
Syracuse University - Martin J. Whitman School of Management 1971 — 1973
Master of Business Administration (MBA), Production Management/International Marketing
InterAmerican University Puerto Rico 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UBS August 1987 - Present
Merrill Lynch Capital Markets Puerto Rico July 1986 - August 1987
First Boston Corporation Puerto Rico May 1983 - June 1986
E.F. Hutton Puerto Rico Inc. November 1981 - March 1983
Citicorp Financial Services,Inc. October 1980 - November 1981
CITIBANK, N.A. June 1973 - October 1980
Education
Syracuse University - Martin J. Whitman School of Management 1971 — 1973
Master of Business Administration (MBA), Production Management/International Marketing
InterAmerican University Puerto Rico 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jeffrey Serether's Citibank, NA Experience April 1985 - April 2000
Job Consultant at Ernst & Young
Industry Law Practice
Experience
Ernst & Young July 2012 - Present
Sutherland Asbill & Brennan LLP November 2010 - April 2011
Self-employed 2011 - 2011
AIG February 2007 - August 2010
PwC June 2000 - February 2007
Citibank, N.A. April 1985 - April 2000
Chemical Bank September 1982 - April 1985
Touche Ross September 1980 - September 1982
Skills
Tax, Tax Law
Education
NYU School of Law 1981 — 1984
LL.M., Taxation
SUNY at Buffalo Law School 1977 — 1980
JD
State University of New York at Albany 1973 — 1977
Bachelor of Science (BS), Public Accounting
Ernst & Young July 2012 - Present
Sutherland Asbill & Brennan LLP November 2010 - April 2011
Self-employed 2011 - 2011
AIG February 2007 - August 2010
PwC June 2000 - February 2007
Citibank, N.A. April 1985 - April 2000
Chemical Bank September 1982 - April 1985
Touche Ross September 1980 - September 1982
Skills
Tax, Tax Law
Education
NYU School of Law 1981 — 1984
LL.M., Taxation
SUNY at Buffalo Law School 1977 — 1980
JD
State University of New York at Albany 1973 — 1977
Bachelor of Science (BS), Public Accounting
James J. McCarthy's Citibank, NA Experience 1999 - 2000
Job Managing Director & Group Head Consumer, Healthcare, & Retail Banking, Americas
Industry Banking
Experience
Standard Chartered Bank September 2012 - Present
Citigroup Global Banking 2008 - 2012
Citigroup Global Markets 2000 - 2008
Citibank, N.A. 1999 - 2000
TD Securities (USA), Inc. 1989 - 1999
Skills
Asset Based Lending, Corporate Finance, Credit Risk, Financial Modeling, Capital Markets, Credit, Cash Management, Risk Management, Portfolio Management, Credit Analysis, Investment Banking, Emerging Markets, Loans, Banking, Structured Finance, Financial Structuring, Fixed Income, Derivatives, Debt Restructuring, Senior Banking Executive, Industry Expertise in..., Extensive Fixed Income..., Strong Risk Management..., Demonstrated ability to...
Education
New York University, Stern School of Business 1987 — 1989
M.B.A., Finance & International Business
New York University 1983 — 1986
B.A. (Honors), International Politics/ Near East Studies
Standard Chartered Bank September 2012 - Present
Citigroup Global Banking 2008 - 2012
Citigroup Global Markets 2000 - 2008
Citibank, N.A. 1999 - 2000
TD Securities (USA), Inc. 1989 - 1999
Skills
Asset Based Lending, Corporate Finance, Credit Risk, Financial Modeling, Capital Markets, Credit, Cash Management, Risk Management, Portfolio Management, Credit Analysis, Investment Banking, Emerging Markets, Loans, Banking, Structured Finance, Financial Structuring, Fixed Income, Derivatives, Debt Restructuring, Senior Banking Executive, Industry Expertise in..., Extensive Fixed Income..., Strong Risk Management..., Demonstrated ability to...
Education
New York University, Stern School of Business 1987 — 1989
M.B.A., Finance & International Business
New York University 1983 — 1986
B.A. (Honors), International Politics/ Near East Studies
Emilia Suarez-Riggs's Citibank, NA Experience May 1987 - May 1999
Job Teacher at Newburgh Enlarged City School District
Industry Education Management
Experience
Newburgh Enlarged City School District September 2001 - Present
Citibank, N.A. May 1987 - May 1999
Goldome Bank September 1983 - May 1986
Education
Mount Saint Mary College 1999 — 2001
Master of Education (M.Ed.), Elementary Education and Teaching
Newburgh Enlarged City School District September 2001 - Present
Citibank, N.A. May 1987 - May 1999
Goldome Bank September 1983 - May 1986
Education
Mount Saint Mary College 1999 — 2001
Master of Education (M.Ed.), Elementary Education and Teaching
Larry Linkogel's Citibank, NA Experience 2001 - Present
Job Program/Product Manager at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. 2001 - Present
Countrywide 1992 - 2001
Citibank, N.A. 1988 - 1992
Skills
Vendor Management, Business Analysis, PMP, PMO, Risk Management, SDLC, Program Management, Business Process..., Requirements Analysis, Process Engineering, Cross-functional Team..., Process Improvement, Change Management, Business Intelligence, Project Portfolio...
Education
St. Louis University 1985 — 1988
Saint Louis University
Saint Louis University
Citibank, N.A. 2001 - Present
Countrywide 1992 - 2001
Citibank, N.A. 1988 - 1992
Skills
Vendor Management, Business Analysis, PMP, PMO, Risk Management, SDLC, Program Management, Business Process..., Requirements Analysis, Process Engineering, Cross-functional Team..., Process Improvement, Change Management, Business Intelligence, Project Portfolio...
Education
St. Louis University 1985 — 1988
Saint Louis University
Saint Louis University
Aaron Jobson, Assistant Vice President's Citibank, NA Experience 1995 - 2015
Job Operations Manager at Citibank
Industry Banking
Experience
Citibank, N.A. 1995 - 2015
Whittman and Clark 1993 - 1995
Norman Jaspan & Associates 1991 - 1993
Skills
Management, Leadership, Operations Management, Performance Management, Budgets, Human Resources, Banking, Policy, Payroll, Integrated Marketing, Manufacturing, Microsoft Excel, Hiring
Education
Norwich University 1987 — 1991
Bachelor's Degree, Management and Marketing
Citibank, N.A. 1995 - 2015
Whittman and Clark 1993 - 1995
Norman Jaspan & Associates 1991 - 1993
Skills
Management, Leadership, Operations Management, Performance Management, Budgets, Human Resources, Banking, Policy, Payroll, Integrated Marketing, Manufacturing, Microsoft Excel, Hiring
Education
Norwich University 1987 — 1991
Bachelor's Degree, Management and Marketing
Rose Marie Carire's Citibank, NA Experience September 1989 - June 1991
Job Asst Project Manager/Asst Superintendent at The J Companies LLC
Industry Construction
Experience
The J Companies, LLC March 2013 - Present
Cauldwell Wingate February 2011 - February 2013
The J Companies LLC October 2006 - February 2011
Oxford Construction Development, Inc. June 2004 - October 2006
J.A. Jones Construction Group, LLC October 1999 - December 2003
HRH Construction Interior Inc. October 1996 - October 1999
Boston Properties Incorporated September 1995 - October 1996
Herbert Construction Company, LLC June 1991 - September 1995
Citibank, N.A. September 1989 - June 1991
Skills
Pre-construction, Subcontracting, Value Engineering, Construction Management, Construction, Change Orders, Communication, Computer Proficiency, Project Management, Contractors, Construction Safety, Project Bidding, CPM Scheduling, Project Estimation, Construction Drawings, LEED, Project Coordination, Green Building, Project Engineering, Supply Management, Supervisory Skills
Education
New York University 2011 — 2011
Diploma in Building Construction Managment, Project Management
The J Companies, LLC March 2013 - Present
Cauldwell Wingate February 2011 - February 2013
The J Companies LLC October 2006 - February 2011
Oxford Construction Development, Inc. June 2004 - October 2006
J.A. Jones Construction Group, LLC October 1999 - December 2003
HRH Construction Interior Inc. October 1996 - October 1999
Boston Properties Incorporated September 1995 - October 1996
Herbert Construction Company, LLC June 1991 - September 1995
Citibank, N.A. September 1989 - June 1991
Skills
Pre-construction, Subcontracting, Value Engineering, Construction Management, Construction, Change Orders, Communication, Computer Proficiency, Project Management, Contractors, Construction Safety, Project Bidding, CPM Scheduling, Project Estimation, Construction Drawings, LEED, Project Coordination, Green Building, Project Engineering, Supply Management, Supervisory Skills
Education
New York University 2011 — 2011
Diploma in Building Construction Managment, Project Management
Caroline Barsoum's Citibank, NA Experience April 1994 - January 1997
Job Vice President at HSBC Global Asset Management (USA) Inc.
Industry Financial Services
Experience
HSBC Global Asset Management (USA) Inc. July 2005 - Present
Citi Fund Services Ohio, Inc. January 1997 - July 2005
Citibank, N.A. April 1994 - January 1997
Oppenheimer Capital - Quest Cash Management Services December 1993 - February 1994
Smith Barney Shearson, Inc. June 1981 - December 1993
Skills
Asset Management, Product Development, Mutual Funds, Financial Services, Operations Management, Marketing, Sales Support, Troubleshooting, Separately Managed..., Unified Managed Accounts, Reporting & Analysis, Securities, Wealth Management, Fixed Income, Equities
Education
St. John's University 1977 — 1981
Bachelor of Science (B.S.), College of Business Administration - Marketing
HSBC Global Asset Management (USA) Inc. July 2005 - Present
Citi Fund Services Ohio, Inc. January 1997 - July 2005
Citibank, N.A. April 1994 - January 1997
Oppenheimer Capital - Quest Cash Management Services December 1993 - February 1994
Smith Barney Shearson, Inc. June 1981 - December 1993
Skills
Asset Management, Product Development, Mutual Funds, Financial Services, Operations Management, Marketing, Sales Support, Troubleshooting, Separately Managed..., Unified Managed Accounts, Reporting & Analysis, Securities, Wealth Management, Fixed Income, Equities
Education
St. John's University 1977 — 1981
Bachelor of Science (B.S.), College of Business Administration - Marketing
Linda Swensen's Citibank, NA Experience January 1982 - April 1997
Job
Industry Legal Services
Experience
Davidson Dawson & Clark, LLC July 1998 - May 2012
Citibank, N.A. January 1982 - April 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership
Education
New York University 1982 — 1984
Paralegal, Probate
Davidson Dawson & Clark, LLC July 1998 - May 2012
Citibank, N.A. January 1982 - April 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership
Education
New York University 1982 — 1984
Paralegal, Probate
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.