Citigroup Company
Industry: Investment banking company
DescriptionCitigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002. Customer service: 810 1 210-677-0065 CEO: Michael Corbat (Oct 16, 2012–) Headquarters: New York City, New York, United States Revenue: 71.45 billion USD (2017) Subsidiaries: Citibank, Banamex, Citicorp, Aeroméxico, Did you know: Citigroup is the third-largest bank in the US by total assets ($1,912 B). wikipedia.org
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Citigroup Employees
Northern California Human Resources Association (NCHRA) January 2011 - Present
Citigroup 1994 - 2004
Skills
Employee Relations, Onboarding, Employee Benefits, Benefits Administration, Human Resources, Deferred Compensation, New Hire Orientations, Payroll, Leadership, Talent Management, Performance Management, HRIS, Workforce Planning, Coaching, Training, Resume Writing, Strategic Planning, Workers Compensation, Personnel Management, Project Management, Succession Planning, Interviews, Recruiting, Event Management, Labor Relations, Organizational..., Change Management, HR Policies
Education
Boston University - School of Management
BSBA, Business
New York University - Graduate School of Arts and Sciences
Master of Arts, Industrial/Organizational Psychology
MasterCard November 2007 - Present
American Express 2005 - 2007
Citigroup 2003 - 2005
Visa International Miami 1998 - 2001
American Express 1985 - 1997
Skills
Mobile Payments, Business Development, Strategic Planning, Latin America, Credit Cards, Electronic Payments, Strategy, Payment Cards, Debit Cards, EMV, Payments, Start-ups, Analysis, E-payments, Vendor Management, Business Analysis, Transaction Processing, Payment Card Processing, Customer Acquisition, Cards, New Business Development, Acquiring, Payment Gateways, Product Management, Program Management, Payment Systems, Smart Cards, Relationship Management, Leadership, Credit Risk, Financial Services, Strategic Partnerships, Mobile Commerce, Payment Industry, Mobile Devices, Loyalty Programs, NFC
Education
University of Miami 1982 — 1984
MBA, Executive Business program
Boston University 1975 — 1979
Bachelor of Science in Business Administration, Organizational Behavior
Epsilon March 2015 - Present
Sabre Corporation April 2013 - March 2015
Bank of America November 2010 - April 2013
Apex Systems August 2010 - October 2010
GE Capital May 2009 - August 2010
GE Capital February 2005 - May 2009
Citigroup February 2003 - February 2005
Caterpillar Financial July 2001 - January 2003
Skills
Analysis, Six Sigma, Project Management, Program Management, Process Improvement, SDLC, PMP, Leadership, Business Analysis, Visio, CRM, Vendor Management, Strategic Planning, Risk Management, Project Portfolio..., MS Project, Finance, Portfolio Management, IT Strategy, Agile Methodologies, Business Intelligence, Administration, Scrum, Training, Management, Problem Solving, Research, French, Microsoft Office, Mortgage Banking, Green Belt, Planview, Negotiation, Requirements Gathering, Credit, Strategy, Business Process..., Quality Assurance, Financial Analysis, Cross-functional Team..., Italian, InfoLease, SAS, Commercial Leasing, JIRA, Version One, Change Management, Requirements Analysis, Team Leadership, Project Planning
Education
Boston University 2012 — 2014
Master of Science (MSc), Project Management
University of Guelph 2000 — 2001
M.A., Public Policy & Administration
Concordia University 1997 — 2000
B.A., Political Science
CGI January 2014 - Present
Oracle Corporation July 2007 - December 2013
Hyperion Solutions June 2006 - July 2007
Unit 7 January 2006 - March 2006
Atlas Air May 2004 - December 2005
Citigroup July 2003 - May 2004
State Street Bank April 2000 - February 2002
KLM Cargo July 1997 - January 1998
Skills
Requirements Analysis, ERP, Strategy, Databases, Project Management, Business Analysis, Oracle E-Business Suite, SQL, Oracle, Enterprise Software, Process Improvement, Microsoft Excel, Data Analysis, Visual Basic, Financial Reporting, Business Process..., Mergers, Visio, Software Project..., Testing, Database Design, Business Requirements, Requirements Gathering, Software Industry, Essbase, Business Intelligence, Access, Data Warehousing, Consulting
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS), Business Administration, Accounting
Independent consultant, trainer, writer and software developer August 2013 - Present
KForce 2014 - 2015
KForce 2014 - 2015
HBO October 2011 - August 2013
Citigroup July 2010 - October 2011
HBO April 2009 - July 2010
The Java Experts LLC November 2007 - April 2009
SRA International Inc. September 2006 - April 2009
The Experts 2007 - 2007
FDM Group September 2004 - September 2006
Skills
HTML 5, J2EE Application..., Technical Architecture, Visual Basic, Agile Methodologies, Big Data, Spring
Education
Boston University 1991 — 1993
MS, Computer Science
Southern Illinois University, Carbondale 1986 — 1990
Bsc, Industrial Engineering
Surprise Ride October 2012 - Present
Harvard Business School September 2009 - June 2011
Grameen America, Inc. May 2010 - August 2010
JP Morgan Chase June 2008 - June 2009
JPMorgan Chase June 2005 - June 2008
Citigroup March 2004 - May 2004
Skills
Financial Modeling, Business Development, Leadership, Social Entrepreneurship, Deal Execution, Public Speaking, Product Development, Entrepreneurship, Mergers, Corporate Finance, Private Equity, Valuation, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, Emerging Markets, Investment Banking, Strategy, LBO
Education
Harvard Business School 2009 — 2011
MBA
Boston University 2001 — 2005
BA, International Relations
Boston University Questrom School of Business 2001 — 2005
BSBA, Finance
Citi June 2013 - Present
Boston College CTRC January 2010 - May 2013
Citigroup June 2012 - August 2012
Harris Fraser Group June 2011 - August 2011
PIQC, inc January 2011 - June 2011
Iberian Focus, S.L. June 2010 - August 2010
Skills
Microsoft Excel, Bilingual-English/Spanis..., Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Data Analysis, Research, Social Networking, Investment Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science (BSc), Finance and Marketing
Azimuth Investment Management, LLC April 2012 - July 2012
Azimuth Investment Management, LLC January 2009 - April 2012
Duff Capital Advisors July 2008 - December 2008
DFD Services LLC November 2000 - July 2008
Parker Global Strategies June 1998 - October 2000
RBS Greenwich Capital June 1992 - June 1998
EMCOR Risk Management Consulting January 1991 - November 1991
Citigroup September 1973 - December 1990
Arthur Young & Company July 1971 - August 1973
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Managment, Financial Services, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Investment Strategies, Private Equity
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, accounting
Boston University 1964 — 1968
BS in BA, Finance
Box May 2015 - Present
Box February 2014 - April 2015
Electronic Arts October 2012 - February 2014
Shutterfly Inc. March 2011 - June 2011
Tiny Prints (acquired by Shutterfly) October 2009 - March 2011
eBay Inc September 2008 - October 2009
eBay Inc April 2007 - September 2008
AKQA March 2006 - April 2007
Citigroup October 2004 - March 2006
Akesso Marketing Solutions October 2003 - October 2004
Skills
Microsoft Excel, PowerPoint, SQL, Data Analysis, Facebook Marketing, Google Analytics, Facebook Fan Page..., Fashion Design, Pattern Making, Digital Photography, Photoshop, Industrial Sewing, Google Adwords, Google Docs, Analytics, SEM, Yahoo Search Marketing, Display Advertising, Affiliate Marketing, Blogger, Start-ups, Marketing Strategy, Web Marketing, E-commerce, Online Marketing, Online Advertising, Strategy, Management, PPC, Digital Marketing, Marketing, SEO, Web Analytics, Digital Media, Social Media Marketing, Digital Strategy, Strategic Partnerships, Leadership, Mobile Marketing, Lead Generation
Education
Boston University 1999 — 2003
BA, International Relations Emphasis in International Business & Economics
Apparel Arts 2011 — 2012
Fashion/Apparel Design
Citigroup May 2007 - Present
State Street Corporation March 1999 - May 2007
Boston University September 2001 - June 2003
Pencom Web Works July 1998 - February 1999
IDEA Inc. July 1996 - July 1998
Pencom Systems 1997 - 1998
Tata Unisys July 1994 - July 1996
Skills
Reconciliation, Java, Software Development, Java Enterprise Edition, SDLC, Team Building, Integration, Program Management, Software Project..., Enterprise Software, Solaris, Account Reconciliation, Sybase, Management, C++
Education
Boston University 1998 — 2001
M.S, Computer Science
Indian Institute of Technology, Kharagpur 1990 — 1994
B. Tech, EE (Electronics & Electrical Comm. Engineering)
St. Michael's 1980 — 1990
10+2
AIG November 2013 - Present
Marsh & McLennan Companies, Inc. July 2005 - November 2013
Citigroup March 2000 - July 2005
Federal Reserve Bank of New York December 1996 - March 2000
City of Cambridge October 1994 - December 1996
Action for Boston Community Development October 1987 - October 1994
Skills
Recruiting, Executive Search, International..., Global Talent..., Talent Acquisition, Employee Benefits, Taleo, Employee Engagement, Diversity Champion, Change Management, Workforce Planning, Applicant Tracking..., College Recruiting, Process Improvement, Personnel Management, HRIS, Organizational Design, Strategy, Team Building, Public Speaking, Interpersonal...
Education
Boston University 1998 — 2002
Doctorate of Education
Emerson College 1985 — 1986
Master of Arts
Saint Anselm College 1981 — 1985
Bachelor of Arts (BA)
PMBConsulting 1998 - Present
Deluxe Entertainment Services Group November 2011 - June 2013
Comcast Networks January 2011 - July 2011
Time Warner Cable Media Sales February 2010 - July 2011
Citigroup January 2010 - September 2010
Lebhar-Friedman December 2009 - December 2009
Time Warner Cable September 2009 - November 2009
Clyde & Co, U.S., L.L.P. April 2009 - September 2009
Shearman and Sterling June 2008 - November 2008
Interpublic Group October 2004 - February 2008
Skills
Active Directory, Technical Support, XP, Operating Systems, Citrix, Help Desk Support, VPN, Networking, OS X, Windows, Hardware, Blackberry, Laptops, Lotus Notes, Access, Databases, Printers, BMC Remedy, Testing, Norton Ghost, Windows 7, Microsoft Office, Windows Vista, Windows XP, Software Documentation, Cisco Technologies
Education
Northeastern University School of Law 1985 — 1991
Doctor of Law (JD), Law
Brandeis University 1982 — 1985
BA, Politics, 3.11
Boston University 1980 — 1981
liberal arts
WritingWorks, Cambridge, MA
Citi July 2012 - Present
Leaders and Executives in Digital Marketing in Greater New York City Area 2012 - Present
HookLogic, Inc. November 2010 - April 2012
IHRDC June 2009 - November 2010
Next Jump October 2007 - March 2009
Citigroup August 2006 - September 2007
Citigroup August 2004 - July 2006
Citigroup July 2002 - July 2004
Merck 2001 - 2001
Bureau of Labor Statistics January 1999 - August 2000
Skills
Program Management, Product Management, Financial Planning, Financial Reporting, Financial Analysis, Credit Cards, Online Marketing, Account Management, Partner Management, Loyalty Programs, Loyalty Marketing, New Business Development, Economic Development, Direct Marketing, Project Coordination, Email Marketing, Financial Services, Product Marketing, Digital Media, Paid Search Campaigns, Contract Management, Social Media Marketing, Digital Marketing, Digital Marketing..., Mobile Marketing, Conversion Optimization, Interactive Marketing, eCRM, Digital Project..., Behavioral Targeting, Business Development, Online Advertising, Business Planning, Strategic Partnerships, E-commerce, Lead Generation, Strategy, SaaS, Competitive Analysis, Business Strategy, Marketing, Strategic Financial...
Education
Boston University
BA/ MA, Economics/ Mathematics
New York University - Leonard N. Stern School of Business
MBA, Finance and Management
Wellesley High School
Wellesley Middle School
Blue Cross Blue Shield of Michigan June 2015 - Present
Catterton Partners July 2012 - May 2014
PatientPoint July 2012 - December 2012
Deutsche Bank July 2010 - July 2012
Citigroup July 2008 - June 2010
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science (BSc), Management with concentration in Finance, Minor in Physics
University of Detroit Jesuit High School 2000 — 2004
KGS-Alpha Capital Markets, L.P. July 2014 - Present
JPMorgan Chase July 2014 - July 2014
Virtusa June 2012 - July 2014
ABN AMRO Clearing Bank N.V. May 2014 - June 2014
Jefferies LLC October 2013 - January 2014
Scotiabank August 2013 - October 2013
Citigroup July 2012 - August 2013
GrayLoeffler, LLC May 2011 - July 2011
PPL Corporation May 2008 - May 2008
Skills
Business Analysis, Financial Services, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Access, Risk Management, Fixed Income, Capital Markets, Banking, Project Management, Data Analysis, Analysis, Management
Education
Connecticut College 2009 — 2012
BA, Government; Economics
Villanova University 2013 — 2013
Master Certificate in Business Analysis
University of Cape Town
Government, Economics
Boston University 2008 — 2009
The Williams School 2005 — 2008
Shakespeare's Sister Company February 2012 - Present
Sirius XM Radio Inc. July 2010 - Present
HSBC May 2006 - February 2010
Citigroup July 1998 - April 2006
Skills
Customer Relations, Budget Management, Results Analysis, Direct Mail, Direct Marketing, Email Marketing, Online Marketing, Advertising, Online Advertising, Customer Acquisition, Marketing Communications, Integrated Marketing, Public Relations, Analysis, Social Networking, Strategy, Budgets, Social Media, Event Planning, Marketing Strategy, Social Media Marketing, Customer Service, Marketing, Digital Marketing, Management
Education
Boston University Questrom School of Business
Bachelor of Science in Business Administration, Business Administration/Marketing
Pyze Inc. 2013 - Present
Pixatel Systems Inc. 2011 - Present
CA 2007 - 2010
CA Technologies 2006 - 2007
Wily Technology 2003 - 2006
Wily Technology 2001 - 2003
Citigroup 1999 - 2001
Skills
Enterprise Software, SaaS, Go-to-market Strategy, Strategic Partnerships, Cloud Computing, Entrepreneurship, Business Strategy, Business Development, CRM, Product Marketing, Start-ups, Strategy, Project Management, Product Management, Program Management, Mobile Devices, Mobile Applications, Management, Solution Selling, Cross-functional Team..., Marketing, Integration, Salesforce.com, Management Consulting, Business Alliances, Professional Services, Competitive Analysis, E-commerce, Analytics, Telecommunications, Lead Generation, Consulting, Executive Management, Sales Enablement, Leadership
Education
Boston University 1996 — 1999
BS, Computer Systems Engineering
HOOPP (Healthcare of Ontario Pension Plan) February 2010 - Present
Ehlers Consulting Ltd. July 2006 - Present
CWB Group August 2009 - January 2010
DundeeWealth 2007 - 2009
Citigroup March 2003 - January 2006
Citibank December 1997 - March 2003
BMO Nesbitt Burns February 1997 - December 1997
BMO Nesbitt Burns August 1994 - February 1997
Burns Fry June 1991 - August 1994
Burns Fry May 1988 - June 1991
Skills
PMP, CBCP, Strategy, Disaster Recovery, Business Continuity..., Program Management, Business Process, Risk Management, Training, Enterprise Software, Leadership, Project Portfolio..., Outsourcing, Project Management, Management, Strategic Planning, Process Improvement, PMO, MS Project, Operations Management, Business Analysis, Business Continuity, Information Technology, Software Documentation, Business Process..., Consulting, Vendor Management, Governance
Education
CBCP - Disaster Recovery Institute
Certified Business Continuity Professional
PMP - Project Management Institute
Project Management Professional
Boston University 1996 — 1997
Project Management Certificate Program
Western University 1980 — 1983
BA - Bachelor of Arts, Administrative & Commercial Studies
Eyeview January 2015 - Present
FlexTraPower November 2014 - Present
Klink Inc. December 2014 - December 2014
HookLogic, Inc. July 2013 - November 2014
Bain Capital Ventures 2013 - 2013
InSITE 2011 - 2013
AOL Ventures 2012 - 2012
Bain & Company 2012 - 2012
On Me 2010 - 2012
Citigroup 2007 - 2011
Skills
Strategy, Entrepreneurship, Venture Capital, Business Development, Business Strategy, Management Consulting, E-commerce, Corporate Development, Financial Analysis, Strategic Partnerships, Marketing Strategy, Account Sales Strategies, Product Strategy, Product Management, Enterprise Technology..., Adtech
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Boston Latin School
HSBC August 2014 - Present
HSBC April 2013 - August 2014
HSBC October 2010 - April 2013
Citigroup April 2010 - September 2010
Citigroup December 2007 - April 2010
Time Inc. October 2007 - December 2007
Boston University British Programmes October 2004 - May 2005
Skills
AML, Fraud, KYC, USA PATRIOT Act, Due Diligence, Bank Secrecy Act, Compliance Regulations, Compliance, Regulatory Requirements, Risk Management, Policy, Financial Services, Anti Money Laundering
Education
Utica College 2013 — 2016
Master of Science (MS), Economic Crime Management
Humboldt-Universität zu Berlin 2005 — 2007
Master of Arts (MA), British Studies
Boston University 2000 — 2004
Bachelor of Arts (BA), History, American Studies, Art History, 3.36 GPA
Boston Latin School 1994 — 2000
High School Diploma
New Balance August 2009 - Present
P&G January 2005 - August 2009
Welch's 2002 - 2005
Upromise 2000 - 2002
Gillette 1996 - 2000
Citigroup 1990 - 1994
Skills
Consumer Products, Brand Management, Shopper Marketing, Marketing Strategy, FMCG, Competitive Analysis, Segmentation, Customer Insight, Brand Equity, Marketing Research, Integrated Marketing, Global Marketing, Marketing, P&L Management, Brand Development, Product Innovation, Product Marketing, Trade Marketing, Marketing Management, Product Development, Market Planning, Market Research, Cross-functional Team..., Brand Architecture, Strategy, Management, Market Analysis, Consumer Insight, International Marketing, Consumer Behaviour, Product Launch, Athletic Footwear, Brand Awareness, Digital Marketing, Relationship Marketing, Direct Marketing, Marketing Communications, Retail Marketing, Interactive Marketing, Pricing Strategy, Strategic Partnerships, Consumer Goods, Strategic Thinking
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Boston University 1986 — 1990
BSBA, Marketing
Goldman Sachs May 2008 - February 2013
Citigroup July 2005 - April 2008
Skills
Enterprise Architecture, System Architecture, Distributed Systems, Software Project..., Scrum, Software Design, Design Patterns, Object Oriented Design, Core Java, Multithreading, Front Office, Middle Office, Fixed Income, Equities, SOA, Test Driven Development, Software Development, Java, SDLC, Spring, Agile Methodologies, C++, Software Engineering
Education
Boston University
Master of Arts (MA), Computer Science
Soochow University
Bachelor of Arts (BA), Economics
National Taiwan Normal University
Martha Turner Sotheby's International Realty July 2011 - Present
Citigroup April 2010 - July 2011
BP Energy Company June 2008 - April 2010
Merrill Lynch July 2007 - June 2008
Merrill Lynch May 2006 - July 2007
Merrill Lynch May 2005 - May 2006
Merrill Lynch June 2003 - May 2005
RWE Trading Americas February 2002 - June 2003
Shell Trading April 2001 - February 2002
Skills
Valuation, Commodity, Risk Management, Commodity Markets, Financial Analysis, Credit Risk, Derivatives, Options, Investments, Due Diligence, Contract Negotiation, Hedging, Credit, Loan Origination, Corporate Finance, Financial Modeling, Energy, Credit Analysis, Real Estate Transactions, Real Estate, Business Development, Management, Leadership
Education
Boston University - School of Management 1999 — 2001
MBA
Southern Methodist University 1992 — 1996
BBA, Finance
University College, Oxford England 1995 — 1995
Thomson Reuters March 2014 - Present
Thomson Reuters June 2013 - February 2014
Maybourne Hotel Group July 2012 - August 2012
Dubai Multi Commodities Center May 2010 - July 2010
Universitas 21 Global June 2009 - August 2009
Citigroup May 2008 - May 2008
Skills
Market Research, Strategy, Teamwork, Social Media, Marketing, Management, Marketing Strategy, Data Analysis, Social Media Marketing, Business Strategy, Business Development, Analysis, Fluent in English,..., Proficient in Microsoft..., Survey Analytic Tools, Training, Leadership, PowerPoint, Management Consulting, Strategic Planning, Sales, Project Planning, Team Leadership
Education
Boston University - School of Management 2009 — 2012
Bachelor of Science in Business Administration, Triple Concentration in Marketing, International Management and Business Law
The International School of Choueifat 2001 — 2006
High School Diploma, Business Administration
JPMorgan Chase 2013 - Present
JPMorgan Chase 2005 - 2011
Citigroup 2004 - 2005
Skills
Management, Forecasting, SAP, Finance, Financial Modeling, Financial Analysis, Budgets, Business Objects, Access, Microsoft Excel, Financial Reporting, Market Research, Essbase, Financial Forecasting, Project Management, Managerial Finance, Risk Management
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2013
MBA, GPA 3.98, Focus in Finance & Project Management
Boston University 2000 — 2004
Bachelors, Economics and a minor in East Asian Studies
Santander Bank, N.A. April 2015 - Present
Federal Reserve Bank of Boston February 2014 - April 2015
Federal Reserve Bank of New York April 2012 - February 2014
US Treasury July 2011 - April 2012
Wolters Kluwer Financial Services November 2010 - May 2011
Citigroup June 2010 - September 2010
State Street June 1986 - February 2010
Skills
Treasury Management, Treasury, Fixed Income, ALM, Equities, Banking, Interest Rate Risk..., Cash Management, Alternative Investments, Capital Markets, Liquidity Management, Hedge Funds, Investments, Risk Management, Hedging, Asset Management, Valuation, Foreign Exchange, Bloomberg, Financial Services, Liquidity Risk, Funding, Liquidity, Financial Markets, Derivatives, FX Options, Securities, Bonds, Financial Risk, Market Risk, Credit Risk
Education
Boston University
BA, Economics
Suffolk University
MBA
First Investors Corporation January 2012 - Present
Global Financial Services Companies 2008 - January 2012
TD Ameritrade 2006 - 2008
TD Waterhouse 2004 - 2006
JP Morgan Asset Management 1998 - 2004
Citigroup 1997 - 1998
Sports Marketing International 1991 - 1997
World Tennis Magazine 1987 - 1991
Boating Industry Magazine 1982 - 1987
Skills
Corporate Communications, Strategic Communications, Internal Communications, Social Media, Crisis Communications, Public Relations, Marketing Communications, Content Strategy, Speech Writing, Content Development, Financial Services, Communication Training, Copywriting, Integrated Marketing, Advertising, Direct Marketing, Editing, Newsletters, Publications, Magazines, Storytelling, Editorial, Feature Articles
Education
Boston University 1979 — 1981
Masters, Broadcast Journalism
State University of New York at Buffalo 1975 — 1979
BA, English (Honors) and Psychology
State Street August 2015 - Present
Citizens Bank September 2011 - July 2015
Omgeo November 2007 - August 2011
Citigroup 2005 - 2007
Bank of America (Fleet, BankBoston) 1986 - 2005
Skills
Information Security, Computer Security, IT Audit, Information Security..., Business Continuity, Security, CISSP, Risk Assessment, Security Audits, PCI DSS, ISO 27001, Governance, CISA, Security Awareness
Education
Northeastern University
MS, Computer Information Systems
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Boston University
BA, Economics
Blue Financial Services October 2009 - Present
Pangea Global Financial Solutions January 1999 - Present
United States Department of the Treasury November 2005 - September 2008
Citigroup 1993 - 1998
Skills
Investments, Private Equity, Capital Markets, Emerging Markets, Financial Analysis, Management Consulting, Valuation, Corporate Finance, Financial Modeling, Risk Management, Business Strategy, Equities, Derivatives, Finance, Securities
Education
University of Virginia Darden School of Business 1989 — 1991
MBA
Boston University
BA, English
Phillips Exeter Academy
Citigroup September 2010 - Present
UBS Financial Services Inc. April 2009 - September 2010
UBS Financial Services Inc. December 2006 - April 2009
USB AG September 2003 - December 2006
Zurich Financial Services September 2002 - September 2003
Citigroup Inc. June 1998 - July 2002
Citibank N.A., Zurich, Switzerland September 1994 - June 1998
Citibank AG, Frankfurt, Germany March 1989 - September 1994
First Chicago April 1985 - March 1989
Skills
Alternative Investments, Finance, Wealth Management, Private Banking, Corporate Finance, Asset Allocation, Capital Markets, Insurance, Portfolio Management, Investments, Risk Management, Equities, Estate Planning, Management, Financial Services, Asset Management, Leadership, Banking, Investment Banking, Financial Markets
Education
Boston University 1975 — 1979
Bachelor of Arts, BA
Healthfirst February 2010 - Present
Citigroup May 2008 - May 2009
Citigroup March 2001 - April 2008
Citigroup January 1999 - March 2001
Citigroup February 1997 - January 1999
Citigroup February 1992 - February 1997
Citigroup January 1990 - February 1992
Avon April 1987 - January 1990
Manufacturers Hanover Trust 1984 - 1987
Skills
Forecasting, Strategic Planning, Variance Analysis, Accounting, Budgets, Analysis, Financial Reporting, Management, Managerial Finance, Finance, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Finance
Boston University Questrom School of Business 1976 — 1980
BSBA, Int'l Economics
Xaverian High School 1972 — 1976
Healthfirst Leadership Development Program
H B Consulting Inc 2009 - Present
SCORE 2003 - Present
sentaire Partners LLC 2009 - 2010
SCORE - Counselors to America's Small Business 2007 - 2009
SCORE - Counselors to America's Small Business October 2004 - September 2008
Citigroup 1999 - 2003
Citibank - Latin America Consumer Group 1993 - 1999
Citibank - Puerto Rico 1985 - 1993
Citibank 1981 - 1985
Banco Internacional de Colombia 1978 - 1981
Skills
Business Strategy, Fraud Investigations, Banking, Compliance, Process Engineering, Mergers, Strategic Planning, Risk Management, Change Management, Business Planning, Program Management, Management Consulting, Accounting, Operations Management, Financial Analysis, Business Analysis, Process Improvement, Management, Strategy, Mergers & Acquisitions, Fraud, Retail Banking, Leadership, Business Process..., Finance, Team Building, Financial Services, Business Process, Six Sigma, Integration, Executive Management, Business Development, Start-ups, Small Business, Consulting, Entrepreneurship, IT Management, Nonprofits, Negotiation, Due Diligence, Valuation, Analysis, Team Leadership, Project Management, Financial Risk, Portfolio Management
Education
Boston University 1982 — 1984
Computer Information Systems
University of Michigan 1976 — 1976
Executive Development Program
Bankakademie (now Frankfurt School of Finance and Management) 1968 — 1969
Banking and Finance
UC Berkeley August 2015 - Present
USAID January 2015 - Present
UC Berkeley July 2014 - Present
Ceniarth LLC November 2014 - May 2015
UBS May 2014 - July 2014
UBS July 2013 - July 2014
UBS July 2012 - April 2014
Net Impact Undergrad January 2010 - May 2012
UBS Wealth Management June 2011 - August 2011
Citigroup February 2011 - May 2011
Skills
Bloomberg, Microsoft Office, Public Speaking, Editing, Community Outreach, Nonprofits, Leadership, Research, Blogging, Management, Marketing, Press Releases, Project Planning, Entrepreneurship, Fundraising
Education
University of California, Berkeley 2014 — 2016
Master of Development Practice
Boston University 2008 — 2012
BS/BA, Finance
SL Green Realty Corp. October 2013 - Present
SL Green Realty Corp. December 2011 - October 2013
Strategic Communications Group Inc February 2011 - March 2012
Citigroup August 2010 - February 2011
Patch.com May 2010 - August 2010
Cushman & Wakefield August 2009 - August 2009
Skills
Press Releases, Microsoft Excel, Project Management, Editing, Sales, Fundraising, Copy Editing, Project Planning, Internal Communications, Event Planning, Social Media, Marketing Communications, Marketing, Event Management, Microsoft Word, Social Media Marketing, Public Relations, Advertising, Facebook, Blogging, Business Development
Education
New York University 2013 — 2016
Certificate in Construction Technology, Real Estate Construction Project Management, Continuing Education
Iona College 2008 — 2010
BA, Mass Communications
Boston University 2005 — 2007
NA, History
The Ursuline School 2000 — 2005
High School
Citi January 2014 - Present
Citigroup January 2011 - December 2013
Ernst & Young June 2009 - January 2011
PayPal August 2010 - December 2010
Goldman Sachs June 2009 - July 2010
Norkom Technologies April 2008 - June 2009
Deutsche Bank June 2008 - May 2009
American Express April 2008 - June 2008
Bank of America June 2005 - March 2008
Fidelity Investments January 2005 - May 2005
Skills
SQL Server, Microstrategy, Tableau, Cognos, Teradata, Norkom, Spotfire, MANTAS, Cantonese, SQL, Oracle, AML, Financial Reporting, Business Analysis, Business Intelligence, Financial Intelligence, Forensic Analysis, Data Mining, Project Management, Visio, Perl, Java, Microsoft Excel, Microsoft Access, Microsoft SQL Server, ETL, Analytics, Integration, Databases, Risk Management, Financial Risk, Analysis, Banking, Financial Services, KYC, User Acceptance Testing, Mantas, SDLC, Business Requirements, Access, Fraud, Quality Assurance, Operational Risk, MicroStrategy, Anti Money Laundering
Education
Boston University 1997 — 2002
Bachelor of Science, Computer Science
IntegriChain January 2015 - Present
Wheelhouse Analytics June 2014 - December 2014
Delaware Asset June 2013 - August 2013
CutRight LLC. December 2012 - March 2013
Keystone Recognition September 2010 - July 2012
American Pool Enterprises, Inc May 2008 - October 2008
Citigroup February 2008 - May 2008
Skills
Marketing, Business Development, SQL Server Management..., Microsoft Excel, Sales, PowerPoint, Strategic Planning, Management, Altosoft Insight Studio, Altosoft Insight..., SPSS, Business Intelligence, Tableau, Google Analytics, Sales Management, Data Analysis, Analytics, Long-term Customer..., Financial Analysis, Microsoft Office, Microsoft Word, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Marketing & Finance, Cum Laude
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Information Technology Management (ITM), 3.75
Citigroup October 2006 - Present
Skills
Series 7, Investments, Annuities, Retirement Planning, Wealth Management, Mutual Funds, Equities, Banking, Mortgage
Education
Boston University 2000 — 2004
Chatham Partners August 2011 - Present
Citigroup June 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
Skills
SPSS, Market Research, Quantitative Research, Stata, Research, Financial Modeling
Education
Boston College - Carroll School of Management 2007 — 2011
BSc, Finance, Economics
Citigroup November 1995 - Present
Skills
Management, Credit Risk, Basel II, Project Management, Capital Markets, Fixed Income
Education
Boston University 1978 — 1984
BFA/MFA
GE Capital July 2011 - Present
Citigroup April 2010 - June 2011
CitiMortgage September 2007 - April 2010
General Electric, Consumer Finance April 2006 - September 2007
GE Partnership Marketing Group August 2003 - April 2006
Capital One Financial Services August 2000 - August 2003
Capital One April 1998 - August 2003
Capital One April 1998 - August 2000
Skills
Enterprise Risk..., Risk Management, Credit Risk, Basel II, Operational Risk, Analytics, Leadership, SAS, Credit, Credit Cards, Portfolio Management, Financial Risk
Education
Boston University 1996 — 1998
Master of Arts, Economics
Tsinghua University 1992 — 1994
Master of Engineering, Systems Engineering
Tsinghua University 1987 — 1992
Bachelor of Engineering, Management Information Systems
Alkermes September 2007 - December 2012
GECAS September 1997 - July 2007
World Wrestling Entertainment 1994 - 1997
Simply Delectable 1991 - 1995
Citigroup 1989 - 1992
Skills
Microsoft Office, Event Planning, Strategic Planning, Outlook, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Customer Service, Project Management, Research, Budgets, Marketing, Management, Public Speaking, Leadership, Social Networking, Social Media Marketing, Event Management, Program Management, Data Analysis, Facebook, Marketing Communications, Negotiation, Forecasting, Organizational..., Nonprofits, Advertising, Training, Administrative..., Financial Analysis, Product Development, Online Marketing, Team Building, Team Leadership, Business Strategy, Business Development, Employee Relations, Contract Negotiation, New Business Development, Accounting, Process Improvement, Press Releases, Editing, Inventory Management, Process Scheduler
Education
Boston University 1962 — 1967
BS Ed, Education
GNNSHS
Federal Reserve Bank of New York April 2015 - Present
Citi September 2012 - April 2015
Citigroup September 2012 - April 2015
Citi Group September 2012 - April 2015
Citi April 2003 - September 2012
Citigroup April 2003 - September 2012
Citi Group April 2003 - September 2012
Citibank April 2003 - September 2012
SGSE August 2001 - March 2003
Information Builders June 1999 - July 2001
Skills
Project Portfolio..., Information Security..., Business Process..., Technology Planning, Technology..., Enterprise Risk..., Information Systems..., Business Continuity, Business Process, IT Management, Project Management, Disaster Recovery, Internal Controls, Governance, CISM, Information Technology, Internal Audit, Security, Information Systems, Operational Risk, Data Center, Incident Management, Auditing, Risk Assessment, Business Continuity..., Business Process..., Budgets, IT Audit, Financial Services, Analysis, Information Security, Network Security, COBIT, Vendor Management, Management, Risk Management, CISA, Operational Risk..., Sarbanes-Oxley Act, Banking, Strategy, SDLC, PMP, IT Strategy, Business Analysis, Six Sigma, Financial Risk, Process Improvement, Risk Analysis, Business Process...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1975 — 1979
B Sc, Computer Science
CIC St. Mary's College 1969 — 1975
'A' - Advanced Level (Cambridge), Mathematics, Economics
5th Wheel Adventure August 2009 - Present
Xanterra Parks & Resorts October 2006 - August 2009
Xanterra Parks & Resorts August 2005 - October 2006
Xanterra Parks & Resorts December 2004 - August 2005
Xanterra Parks & Resorts March 2003 - December 2004
Citigroup October 2001 - January 2003
Bank of the West August 1999 - April 2001
USBank February 1998 - August 1999
Union Bank May 1996 - February 1998
First Interstate Bank 1992 - 1996
Education
University of California, Santa Barbara 1970 — 1974
BA, Combined Social Science
Boston University
MBA, Business
FirstService Residential March 2012 - Present
ScheduALL 2011 - 2012
Hospice by the Sea March 2010 - February 2011
Starmark International December 2006 - March 2010
The Miami Herald 2005 - 2006
Highsmith & Company Advertising 2000 - 2005
Citigroup 1998 - 2000
Skills
Social Media Marketing, Social Media, Content Development, Content Strategy, Web Content, Corporate Communications, Copywriting, Marketing Communications, Press Releases, Online Advertising, SEO, Integrated Marketing, Public Relations, Marketing, Publishing, Editing, Strategy, Event Management, Journalism, Editorial, New Media, Email Marketing, Advertising, Media Relations, Brochures, Newsletters, Radio, Strategic Communications, Digital Marketing, Internal Communications, Publicity, Multimedia, Video, Direct Marketing, Brand Development, Copy Editing, Writing
Education
Boston University
B.S., Communication
State University of New York at Albany
Communications
Deloitte Consulting September 2014 - Present
Deloitte Consulting September 2011 - August 2014
Deloitte Consulting September 2010 - August 2011
Deloitte Consulting June 2008 - September 2010
Fidelity Investments June 2007 - August 2007
Citigroup September 2006 - December 2006
Smith Barney June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Analysis, Management, Strategic Financial..., Budgets, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Process Improvement, Forecasting, Project Management, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounting, Excel, Financial Management, Reconciliation, Profitability Analysis, Financial Forecasting, Budgeting, SAP BW, PMO, Financial Controlling, MS Excel Pivot Tables, Tableau, Financial Risk, Team Leadership, Team Management, Account Reconciliation
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance, Marketing
Wheaton College 2004 — 2008
Bachelor of Science, Economics
Green Chef June 2015 - Present
Disney Interactive December 2014 - June 2015
Disney Interactive Studios September 2013 - December 2014
Playdom September 2012 - December 2014
Citigroup June 2010 - September 2012
Lineage Capital June 2009 - April 2010
Greenline Realty January 2008 - December 2009
Future Teacher Tutors December 2008 - May 2009
Skills
Excel, Microsoft Office, PowerPoint, Word, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Credit, Valuation, Forecasting, Financial Reporting, Business Modeling, Investments, Microsoft Excel, Microsoft Word
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance, Accounting, Business Management
SAEJE Associates Chief Benefits and Compensation CounselUnilever United Sates1987 - 1993
Citigroup 1981 - 1987
Mutual of New York MONY 1978 - 1981
Skills
Deferred Compensation, Employee Benefits, Mergers
Education
Maurice A. Deane School of Law at Hofstra University
JD, Law
Columbia University in the City of New York
M. Phil, Political Science - Chinese Studies
Boston University
B.A.
Sanford School
May River Capital April 2014 - Present
Global Consulting Group LLC September 2012 - August 2013
TD August 2009 - September 2012
Citigroup May 2008 - August 2008
United Technologies May 2007 - August 2007
Skills
Business Strategy, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, International Business, Investment Banking, Mergers & Acquisitions, Private Equity, Spanish, Valuation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
IE Business School 2014 — 2014
International MBA Exchange Program
Boston College 2005 — 2009
Bachelor of Science (B.Sc.), Finance, Accounting
Universidad Pablo de Olavide 2007 — 2007
EY October 2014 - Present
Accenture February 2012 - September 2014
KPMG November 2009 - February 2012
JPMorgan Chase November 2006 - May 2009
Citigroup March 2005 - April 2005
Merrill Lynch July 2004 - August 2004
Skills
Risk Management, Credit Analysis, Capital Markets, Banking, Credit Risk, Credit, Financial Services, Loans, Financial Risk, Fixed Income, CRM, Finance, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mortgage Lending, Underwriting, Financial Analysis, Portfolio Management, Enterprise Risk..., Management, Analysis, Consulting, Internal Audit, Business Analysis, Management Consulting
Education
Boston University 2002 — 2006
BSBA, Dual Concentration: Finance & Entrepreneurship
Boston University Questrom School of Business 2002 — 2006
Citi October 2014 - Present
Creative Art Works July 2013 - Present
Citi September 2013 - October 2014
Citi April 2012 - October 2014
Citi November 2009 - September 2013
Citi October 2012 - April 2013
Citigroup - Contact Mgmt July 2007 - November 2009
Citigroup April 2004 - June 2007
Telephia (now Nielsen Mobile) 2000 - 2004
IRI 1997 - 2000
Skills
Analytics, Segmentation, Cross-functional Team..., Product Management, Strategy, Competitive Analysis, Program Management, Leadership, Strategic Planning, Financial Analysis, Management, Customer Experience, Credit Cards, Marketing, Analysis, Executive Management, Team Building, Account Management, Talent Management, Strategic Partnerships, Banking, Vendor Management, CRM, Relationship Management, Business Development, Portfolio Management, Business Strategy, Risk Management, Market Research, Start-ups, Business Analysis, Mergers & Acquisitions, Management Consulting, Business Process..., Business Planning, Financial Modeling, Mobile Devices, Financial Services, PMO, Payments, E-commerce, Customer Acquisition, Project Management, Business Intelligence, Finance, Mobile Payments, Outsourcing, Retail Banking
Education
Boston University - School of Management 1993 — 1997
BSBA, Marketing
Brown & Brown Insurance July 2014 - Present
Liberty Mutual Insurance July 2013 - July 2014
The Hanover Insurance Group October 2011 - July 2013
Citigroup August 2007 - August 2011
Boston University School of Management 2003 - 2007
Education
Boston University 2003 — 2007
BS, Finance
Eaton Vance September 2008 - Present
Federal Reserve Bank of New York July 2007 - August 2008
Citigroup June 2006 - September 2006
Eaton Vance July 2002 - July 2005
Skills
Fixed Income, Currency, Global Macro, Central Banks, Asset Allocation, Emerging Markets, Fixed Income Portfolio..., Policy Analysis, Monetary Policy, International Economics, Foreign Affairs, Alternative Investments, Hedge Funds, Fixed Income Analysis, Federal Reserve, Portfolio Management, Mutual Funds, Derivatives, Economics, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Analytic Finance, Economics
Boston University Questrom School of Business 1998 — 2002
BS, Business Administration - Finance
Citi August 2015 - Present
Citi 2014 - 2015
Citi December 2011 - April 2014
Citi 2009 - November 2011
Citi April 2007 - March 2009
Citigroup 1998 - 2007
Tadiran Communications 1992 - 1997
Alsys Inc 1990 - 1992
GTE Government Systems 1985 - 1989
Skills
Quality Assurance, Integration, Re-engineering, Strategy, PMO, Program Management, Management, Project Management, Change Management, Business Intelligence, ITIL, IT Strategy, Quality Management, Business Analysis, IT Management, Risk Management, Leadership, Training, SDLC, Vendor Management, Process Improvement, Governance, Enterprise Software, MS Project, Business Strategy, Project Portfolio..., Testing, Software Project..., Banking, Business Process..., PMP, Financial Services, Business Process, Requirements Analysis, Outsourcing, Project Delivery, Enterprise Architecture, Resource Management, Executive Management, Agile Project Management, Cross-functional Team..., Agile Methodologies
Education
Boston University 1983 — 1985
B.S., Engineering
University of Massachusetts Boston
Engineering
AIS Israel (WBAIS) 1975 — 1977
Bronx High School of Science
Kinneret
Douglas Elliman Real Estate 2001 - Present
Mappetite, Inc. September 2006 - September 2014
Citigroup 1995 - 2001
Communications Plus 1993 - 1995
Education
Fordham University 1986 — 1989
MBA, Marketing/Information Systems
Boston University Questrom School of Business 1981 — 1983
BSBA, Finance/Marketing
Emory University 1979 — 1981
Psychology
Citigroup August 2010 - Present
Patch.com May 2010 - August 2010
Cushman & Wakefield August 2009 - August 2009
Education
Iona College 2008 — 2010
BA, Mass Communications
Boston University
ArtsBoston February 2015 - Present
ArtsBoston October 2013 - January 2015
Huntington Theatre Company September 2009 - August 2014
Chamber Theatre Productions August 2010 - October 2013
Chamber Theatre Productions November 2009 - August 2010
Chamber Theatre Productions August 2009 - November 2009
Citi Performing Arts Center February 2009 - May 2009
Boston Youth Symphony Orchestras July 2008 - October 2008
Boston Center for the Arts July 2008 - August 2008
Citigroup May 2008 - June 2008
Skills
Event Planning, Management, Nonprofits, Volunteer Management, Marketing, Facebook, Microsoft Office, Theatre, Event Management, Tour Booking, House Management, Contract Negotiation, Arts Administration, Entertainment Management, Tour Management, Venue Management, Relationship Management, Sales, Customer Service, IATSE, ProVenue, Tessitura, FileMaker, TIPS Certified, Entertainment, Stage Management, Performing Arts
Education
Boston University 2005 — 2009
BSBA, magna cum laude
University College Dublin 2008 — 2008
Quinn School of Business Study Abroad Programme
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
Citigroup July 2015 - Present
RBS Citizens July 2014 - Present
Citigroup June 2011 - June 2014
Dominick & Dominick LLC May 2010 - August 2010
Merrill Lynch January 2009 - July 2009
InEnTec, LLC. June 2008 - August 2008
Skills
Microsoft Excel, Due Diligence, Valuation, Investment Banking, Competitive Analysis, Finance, Bloomberg, Leveraged Finance, Private Equity, Financial Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Concentration in Finance, Minor in History
LPL Financial January 2013 - Present
TIME Financial September 2007 - December 2011
Citigroup June 2004 - September 2007
Skills
Financial Advisory, Wealth, Wealth Management, Insurance, Series 7, Retirement Planning, Series 63, Estate Planning, Life Insurance, CA Insurance Lic#0B61653, Long Term Care Insurance, Retirement, Strategic Financial..., Securities, Wealth Management...
Education
Boston University 1985 — 1989
Bachelor of Science (BS), Mass Communication/Media Studies
Avanade June 2011 - Present
Brookdale Enterprises LLC, Consulting January 2010 - June 2011
Verizon January 2005 - September 2009
WeightWatchers.com November 2003 - January 2005
Citigroup February 1995 - August 2003
Barclays Bank / BZW December 1991 - February 1995
Skills
Program Management, Project Management, Risk Management, Consulting, Service Management, Sales Operations, PMO, Vendor Management, PMP, SDLC, Project Portfolio..., IT Strategy, Business Analysis, Process Improvement, IT Management, Change Management, Project Delivery, Software Project..., Business Process..., Outsourcing, Business Process, Strategy, Integration, Enterprise Architecture, Security, Cloud Computing, Management, Information Technology, Cross-functional Team..., Leadership, Governance, Infrastructure, Service Delivery
Education
Boston University 2006 — 2007
Project Management - Masters Certificate
Bloomfield College - Taylor Institute of Technology 1984 — 1988
Computer Science
Gumbiner Savett August 2015 - Present
Boutique Consultancy 2010 - Present
Samet & Company August 2011 - December 2014
Citigroup September 2008 - December 2009
The MENTOR Network September 2005 - August 2008
The MENTOR Network October 2004 - September 2005
Education
Boston University Questrom School of Business 2001 — 2003
BSBA
Mt. San Antonio College 1998 — 2001
LiftMetrix January 2014 - Present
Empire Angels June 2012 - Present
ZoomCar India Pvt. Ltd. October 2013 - Present
Human Demand March 2013 - August 2014
Citigroup June 2007 - March 2013
MyPokerExpert May 2005 - August 2006
Eclectic Enterprises - An eBay Store September 1999 - March 2005
Skills
Angel Investing, Equities, Bloomberg, Financial Modeling, Valuation, Equity Derivatives, Trading, Options, Financial Analysis, Due Diligence, Investments, Portfolio Management, Start-ups, Private Equity, Hedge Funds, Venture Capital, Start-up Consulting, Venture Financing
Education
Boston College - Carroll School of Management 2003 — 2007
Bachelor of Science (B.S.) Honors Program
Natick High School
Axiom Capital Management October 2010 - Present
Citigroup July 2007 - May 2010
JPMorgan Chase January 2005 - July 2007
Skills
Microsoft Office, Investments, Equity Trading, Maintaining Strong..., Portfolio Management, Finance, Banking, Trading, Equities, Series 7, Management, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Capital Markets, Series 63, Financial Planning, Financial Services, Asset Management, Credit, Bloomberg, Investment Banking, Risk Management, CRM, Wealth Management, Analysis, Strategic Financial...
Education
Boston University 2006 — 2007
Financial Planning, Professional Certification in Financial Planning
State University of New York at New Paltz 2000 — 2004
Bachelor of Science, Finance, Economics
The Bank of New York Mellon March 2006 - Present
Citigroup 2005 - 2006
Deutsche Bank 1990 - 2005
The Chase Manhattan Bank 1984 - 1990
Skills
Wealth Management, Wealth Management..., Investment Management, Asset Allocation, Private Banking, Fixed Income, Asset Managment, Asset Management, Estate Planning, Investments, Equities, Hedge Funds, Financial Services, Securities, High Net Worth..., Financial Advisory, Wealth, Mutual Funds, Investment Advisory, Alternative Investments
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Boston College 1980 — 1984
BS, Economics, Marketing
Dow Jones July 2014 - Present
PlaceIQ May 2013 - July 2014
Citigroup April 2012 - May 2013
IBM T J Watson Research Center 2000 - April 2012
Carnegie Mellon University, Department of Electrical and Computer Engineering 1995 - 2000
Dragon Systems December 1993 - September 1995
Skills
Business Intelligence, Speech Recognition, Research, Natural Language..., Text Mining, Machine Learning, Data Mining, Artificial Intelligence, Pattern Recognition, Computer Science, MapReduce, Optimizations, Algorithms, Hadoop, Analytics, Perl, Java, C++, Text Analytics, Predictive Modeling, Python, Predictive Analytics, Open Source, Statistical Modeling, Programming, Software Development, System Architecture, Statistics, Distributed Systems, Mathematical Modeling, Signal Processing, Data Integration, Data Modeling, Software Engineering, R, Matlab, Big Data, Time Series Analysis, Information Retrieval, Numerical Analysis
Education
Carnegie Mellon University 1995 — 2000
PhD, ECE
Boston University
MS, ECS
Tecnológico de Monterrey
BS, ECE
United Airlines February 2015 - Present
United Airlines September 2012 - February 2015
Samsung Electronics America May 2011 - August 2011
CARE Bangladesh March 2011 - April 2011
Citco Fund Services January 2009 - July 2010
Citco Fund Services November 2006 - January 2009
Prudential Equity Group August 2005 - October 2006
Citigroup October 2004 - December 2004
Resimac October 2003 - December 2003
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Valuation, Client Liaison, Cross-functional Team..., Market Research, Variance Analysis, Hedge Funds, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Boston University 2001 — 2005
Bachelor of Arts
NASDAQ August 2014 - Present
Morgan Stanley June 2012 - July 2014
Citigroup March 2011 - June 2012
Morgan Stanley January 2011 - March 2011
Morgan Stanley January 2009 - January 2011
Morgan Stanley August 2007 - January 2009
State Street June 2005 - July 2007
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Alternative Investments
Education
Boston University 2001 — 2005
B.A. International Relations, Concentration in International Business & Economics
Switch Consulting Group January 2015 - Present
B Sharper Consulting July 2012 - Present
Veeva Systems February 2012 - August 2012
WebMD March 2009 - January 2012
WebMD November 2007 - March 2009
WebMD November 2004 - September 2007
Tempelton Group July 2001 - November 2004
Scient January 2000 - July 2001
Priceline.com's Perfect Yardsale 1999 - 2000
Citigroup 1998 - 1999
Skills
Analytics, Integrated Marketing, Market Research, Creative Problem Solving, Strategic Planning, Product Strategy, Corporate Strategy, Business Strategy, Product Management, Strategic Partnerships, value, Digital Media, Salesforce.com, Digital Strategy, Social Media Marketing, Product Marketing, Strategy, Marketing Strategy, Cross-functional Team..., Marketing, CRM, Entrepreneurship, Competitive Analysis, Leadership, Management, Business Planning, Product Development, Program Management, Web Analytics, Customer Insight, Marketing Research, Multi-channel Marketing, Executive Management, Segmentation, Digital Marketing, Consulting, Start-ups, E-commerce, Online Advertising, Analysis, Business Development, Online Marketing
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Organizational Management, Finance
Boston University 1989 — 1993
BSBA, Business: Finance
Citigroup January 2011 - Present
Citi June 2004 - January 2011
Merrill Lynch April 2000 - March 2002
Citi 1981 - April 2000
Skills
Capital Markets, Banking, Portfolio Management, Financial Risk, Risk Management, Financial Services, PMO, Operational Risk, Fixed Income, Financial Analysis, Credit Risk, Investment Banking, Financial Reporting, AML, Equities, Credit, Derivatives, Hedge Funds, FX Options, Operational Risk..., Loans, KYC, Securities, Credit Cards, Wealth Management, Asset Management, Bloomberg, Enterprise Risk..., Financial Markets, Retail Banking, Corporate Finance, Relationship Management, Commercial Banking, Middle Office, Cash Management, Financial Modeling, Structured Products, Treasury Management
Education
Boston University Graduate School of Management 1973 — 1974
MSBA, Management
University of Delaware - Lerner College of Business and Economics 1968 — 1972
BS, Accounting
CohnReznick LLP June 2012 - Present
Balancing Life's Issues March 2012 - May 2012
Citi January 2010 - May 2012
Citigroup March 2006 - December 2009
Citigroup January 2004 - March 2006
Citigroup May 2000 - December 2003
Salomon Smith Barney April 1999 - April 2000
Skills
Talent and Leadership..., Learning and Development, Program Management, Leadership Development, Succession Planning, Talent Development, Career Development, 360 Feedback, Talent Management, Performance Management, Organizational..., Team Building, Diversity, Human Resources, Recruiting, Coaching, Change Management, Training, Deferred Compensation, Executive Coaching, Onboarding, Strategic Planning, Leadership, Workforce Planning, Management, Staff Development, Strategy, Employee Relations, Conflict Resolution, Performance Appraisal, Performance Improvement, Employee Benefits, Organizational..., Personnel Management, Employee Training, Employee Engagement, Culture Change, Talent Acquisition
Education
Boston University 1993 — 1996
BA, Psychology
Columbia University in the City of New York
MA, Organizational Psychology
Frisch
Hyundai Capital America June 2014 - Present
Morgan Stanley July 2012 - April 2014
Citigroup February 2011 - July 2012
SunTrust Bank July 2005 - August 2010
Citigroup February 2000 - March 2005
UBS June 1998 - February 2000
Skills
Funding, Liquidity Risk, Trading, Treasury Management, FX Options, Liquidity Management, Capital Markets, Basel III, Analysis, Fixed Income, Treasury
Education
Boston University - School of Management
Florida State University
Master of Business Administration (MBA)
Globant May 2014 - Present
CitiGroup October 2012 - May 2014
Motorola Mobility January 2012 - August 2012
CRSGroup March 2011 - December 2011
Creata May 2009 - January 2011
Houghton Mifflin Harcourt March 2005 - September 2008
Harcourt April 2003 - February 2005
Harcourt September 2001 - March 2003
Holt, Rinehart and Winston November 2000 - August 2001
(self employed) February 1997 - November 2000
Skills
Program Management, Project Management, MS Project, Project Planning, SDLC, Visio, Resource Management, Integration, Leadership, Software Development, PMO, Agile Project Management, Scrum, Microsoft Excel, Sciforma, Microsoft Office, Web Project Management, Management, User Experience, Analysis, Strategy, IT Strategy, Team Building, Databases, Business Intelligence, Budgets, Strategic Planning, Change Management, Mobile Devices, HTML, Negotiation, Mobile Applications, Software Project..., Microsoft Project
Education
Enterprise Scrum 2012 — 2012
Boston University
The University of Texas at Austin
Kids Fitness World June 2015 - Present
Firefly Resources November 2014 - Present
Citi June 2010 - January 2014
Citigroup October 2007 - September 2011
HSBC September 2004 - October 2007
CALYON Investment Banking (Credit Lyonnais) January 1998 - September 2004
Skills
Women's Fitness..., ACE Certified Personal..., Nutritional Counseling
Education
Boston University 1992 — 1996
BA, Economics/Finance
RBC June 2010 - Present
Citigroup July 2007 - June 2010
LJCharette, LLC 2006 - 2007
ABN AMRO 2003 - 2006
The Mocatta Group 1985 - 1995
Skills
Valuation, Investment Banking, Options, Investments, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Risk Management, Structured Products, Equities, Financial Risk, Portfolio Management, Market Risk, Trading
Education
Boston University 1982 — 1987
Ph.D., Mathematics - Applied Statistics
Boston University 1979 — 1983
M.A., Mathematics - Applied Statistics
Saint Anselm College 1975 — 1979
AB, Mathematics
KeyBanc Capital Markets, Inc. June 2006 - Present
Citigroup December 2000 - June 2006
Natexis Banques Populaires September 1997 - December 2000
Fleet Bank September 1996 - September 1997
Skills
Equity Research, Equities, Securities, Valuation, Capital Markets, Fixed Income, Financial Modeling, Industry Analysis, Investments, Real Estate Investment, Financial Analysis, Real Estate, Debt, Equity Valuation, Research, Series 7, Leveraged Finance
Education
Boston University - School of Management 1991 — 1995
Bachelor of Science in Business Administration, Operations Management
The Blackstone Group August 2007 - Present
Merrill Lynch July 2007 - Present
JPMorgan January 2000 - May 2007
Citigroup 1996 - 2000
Education
Boston University
Columbia University - Columbia Business School
MBA
Prudential Financial July 2008 - Present
Prudential Financial July 2008 - January 2010
Legg Mason December 2006 - July 2008
Citigroup 2004 - 2006
Education
Boston University Questrom School of Business 2007 — 2009
Masters, Project Management
Southern Connecticut State University 1994 — 1999
TD Bank August 2009 - Present
Citigroup 2000 - August 2009
TD Securities (USA), Inc. 1995 - 2000
KPMG 1989 - 1993
Skills
Corporate Finance, Finance, Mergers & Acquisitions, Capital Markets, Financial Modeling, Banking, Investment Banking, Mergers, Equities, Valuation, Financial Analysis
Education
Boston College
B.S., Accounting
The University of Chicago - Booth School of Business
MBA, Finance
Aetna January 2015 - Present
Aetna June 2011 - Present
Aetna June 2008 - Present
Gannett and Associates May 2007 - May 2008
Kaplan Test Prep and Admissions October 2005 - May 2007
Citigroup April 2004 - August 2004
Skills
Project Management, Change Management, Strategy, Leadership Development, Strategic Planning, Leadership, IT Strategy, Training, Process Improvement, Sales, Recruiting, Management, Business Analysis, Marketing, Team Building, Analysis, Program Management, PMO
Education
Boston University 2004 — 2008
B.A., Economics
Providence College
Citigroup 1996 - Present
Education
Boston University 1992 — 1996
Driscoll Johnson Consulting & Diversity August 2013 - Present
CarterBaldwin 2012 - 2013
InterContinental Hotels Group 2005 - 2011
Honeywell 2002 - 2004
Citigroup 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1993 - 1998
Merrill Lynch 1991 - 1993
J.P. Morgan 1984 - 1991
J.P. Morgan 1981 - 1984
Skills
Strategic Planning, Marketing Strategy, Advertising, Product Development, Customer Service, Team Building, Business Strategy, Microsoft Excel, Project Planning, Operations Management, Competitive Analysis, Process Improvement
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance and Management
Boston University
Bachelor of Applied Science (B.A.Sc.)
Citigroup June 2006 - May 2008
ITG October 2003 - May 2006
Kenan Systems June 1999 - March 2003
Education
Boston University 1995 — 1999
PhD
Kaiser Permanente August 2015 - Present
Kaiser Permanente January 2014 - December 2014
First Republic Bank June 2011 - March 2013
Robert Half Technology 2010 - June 2011
Certichron, Inc. October 2008 - March 2010
Citigroup 2002 - 2008
Citi 1998 - 2008
Bankers Leasing Company 1988 - 1998
Bankers Leasing Company 1983 - 1993
Skills
Risk Assessment, Operational Risk, Security, Business Analysis, Training, Risk Management, Information Security, Enterprise Risk..., Financial Risk, IT Strategy, Banking, IT Audit, Management, Governance, Management Consulting, CISSP, Program Management, Due Diligence, Information Technology, Business Process..., Business Continuity, Financial Services, Vendor Management, Project Management, Operational Risk..., Information Security..., Enterprise Architecture, Financial Analysis, SDLC, IT Management, Strategy
Education
Chaplaincy Institute 2013 — 2014
Certificate in Interfaith Studies, Interfaith studies
Boston College Law School 1974 — 1977
JD, Law
Dartmouth College 1966 — 1970
Bachelor of Arts, History
Genpact January 2015 - Present
Citigroup August 2010 - January 2015
Hobbs Madison, Inc. May 2010 - August 2010
FundQuest March 2005 - May 2010
FleetBoston Financial 1999 - 2004
BankBoston 1978 - 2004
Skills
Portfolio Management, Fixed Income, Asset Managment, Financial Services, Mutual Funds, Asset Management, Business Analysis, Alternative Investments, Capital Markets, Asset Allocation, Derivatives, Risk Management, Securities, Hedge Funds, Equities, Financial Markets, Wealth Management, Investment Management, Trading, Bloomberg, Series 7, Trading Systems, Investments
Education
Boston University
MBA, MIS and Operations
Dartmouth College 1974 — 1978
AB, Mathematics
Citi 2012 - Present
Citi 2011 - 2012
Citigroup March 2010 - 2011
Citi 2008 - 2010
Citi 2007 - 2008
GE Capital 2004 - 2007
GE Capital 2002 - 2004
Bayer 1997 - 2001
Wollaston Alloys 1995 - 1997
Skills
Risk Analytics, Financial Risk, Credit Risk, Credit Cards, Portfolio Management, Risk Management, Credit
Education
Boston University - School of Management 1998 — 2001
MBA, Finance, General
Lehigh University 1991 — 1995
BS, Materials Science Engineering
Citigroup 2010 - Present
Morgan Stanley 2000 - 2008
Morgan Stanley 1994 - 1999
Morgan Stanley 1992 - 1994
Morgan Stanley 1986 - 1992
Skills
Equities, Financial Services, Hedge Funds, Asset Management, Investment Banking, Fixed Income, Alternative Investments, Strategy, Management, Business Analysis, Bloomberg, Securities, Portfolio Management, Equity Derivatives, Capital Markets, Trading, IT Strategy, Asset Managment, Derivatives, Financial Markets, Investment Management, Trading Systems, Equity Trading, Market Data, Electronic Trading, Business Strategy, Due Diligence, Vendor Management, Valuation, Credit Derivatives, Private Equity, Series 7, Asset Allocation, Finance, Project Management, Program Management, Agile Methodologies, Data Analysis, Data Mining
Education
Massachusetts Institute of Technology
Certified, Tackling the Challenges of Big Data
Queen's University
BA, Biology and Economics
Harvard University
Accounting and Finance
Boston University
Computer Sciences
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Kings County Supreme Court October 2005 - August 2006
Citigroup May 2005 - October 2005
Education
Brooklyn Law School 2004 — 2008
Boston College 2000 — 2004
BA, English
Citi January 2013 - Present
Citigroup April 2011 - Present
State Street January 2010 - April 2011
State Street December 2008 - January 2010
State Street June 2007 - January 2009
Education
Boston College 2003 — 2007
BS, Human Resources, Marketing
United World College SE Asia 1999 — 2003
International Baccalaureate
Citigroup November 1995 - Present
OGC Church September 2010 - June 2013
Skills
Credit Risk, Investment Banking, Financial Markets, Business Intelligence, Risk Management, Credit Derivatives, Financial Risk, KYC, SDLC, Program Management, Interest Rate..., Portfolio Management, Banking, Trading, Financial Analysis, FX Options, Financial Modeling, PMO, Capital Markets, Fixed Income
Education
Boston University
Citi February 2012 - Present
Citigroup July 2007 - July 2012
Education
Boston University
Eastern Michigan University
Comcast Cable May 2015 - Present
Comcast Cable October 2010 - May 2015
HSBC February 2009 - September 2010
HSBC June 2006 - February 2009
Citigroup May 2004 - May 2006
Bank One April 1999 - May 2004
AT&T 1989 - 1999
Skills
Financial Analysis, Financial Modeling, Management, Portfolio Management, Credit, Banking, Risk Management, Finance, Strategy, Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
MBA, Finance and Accounting
North Carolina State University 1984 — 1987
BS, Statistics
NYU Langone Medical Center June 2015 - Present
Lenox Hill Hospital October 2012 - June 2015
Lenox Hill Hospital/NSLIJ Health System November 2010 - October 2012
Citigroup October 2009 - November 2010
Visiting Nurse Service of New York September 2008 - December 2008
Donna Karan June 2008 - August 2008
Cross Country TravCorps February 2006 - January 2008
UCSD Medical Center March 2005 - January 2006
Cedars-Sinai Medical Center December 2003 - February 2005
Education
Teachers College of Columbia University 2008 — 2009
MA, Social Organizational Psychology
Boston College 1999 — 2003
BSN, Nursing
Marlborough High School 1993 — 1999
High School
Credit Suisse November 2011 - Present
Credit Suisse June 2010 - November 2011
Credit Suisse June 2007 - June 2010
CITIGROUP February 2006 - April 2006
DATATELLIGENCE June 2004 - August 2004
Skills
Series 7, Series 63, Fixed Income, Trading, Finance, Structured Products, Emerging Markets, Financial Modeling, Investment Banking, Equities, Financial Analysis, Capital Markets
Education
Boston University - School of Management 2003 — 2007
Finance
IFC - International Finance Corporation December 2012 - Present
REM Partners, LLC March 2005 - November 2012
Office of the President, Dominican Republic September 2004 - August 2008
Utendahl Capital Partners January 2003 - March 2005
Merrill Lynch June 1999 - September 2001
Citigroup September 1996 - January 1999
Goldman Sachs December 1994 - September 1996
Skills
Business Relationship..., Credit Analysis, Marketing Management, CFA1, New Business Development, Account Management, Institutional Marketing, Latin America, corporate finance, Spanish, French, Brazilian Portuguese, pension fund marketing, Transition Management, Building Partnerships, Institutional Relations, Private Equity, Partnerships, Finance, Capital Markets, Investor Relations, Corporate Finance, Business Development, Fixed Income, Marketing, Economics, Management, Project Management, Financial Markets, Due Diligence, Trading, Relationship Management, Strategy, Emerging Markets, Financial Structuring, Investment Banking, Investments, Social Impact
Education
Boston University
Bachelor of Arts
Chartered Financial Analyst
CFA1 Candidate
Columbia University SIPA
Master of Arts
Johns Hopkins SAIS
Master of Arts
London School of Economics and Political Science
Master of Science
The Blackstone Group September 2011 - Present
National Bank of Greece Securities, SA October 2008 - June 2010
Alpha Finance SA (Alpha Bank) January 2000 - October 2008
Greek Army 1999 - 1999
Citigroup June 1997 - December 1998
Princeton Transportation Consulting Group Inc June 1993 - August 1995
Skills
Fixed Income, Credit Derivatives, Distressed Debt, Equity Derivatives, Portfolio Optimization, Portfolio Management, Risk Management, Trading, Emerging Markets
Education
Columbia University in the City of New York 2010 — 2011
Master of Science (MSc), Financial Engineering
London Business School 1995 — 1997
MBA, Business Administration/Finance
Boston University 1991 — 1993
MA, Computer Science
University of Patras 1986 — 1991
Dipl. Ing., Computer Science
Citigroup August 2009 - Present
Education
Boston University 2005 — 2006
MA, Mathematical Finance
City National Bank 2015 - Present
People's United Bank 2012 - 2015
Santander Bank 2009 - 2011
Chase Investment Services / WaMu Investments 2008 - 2009
Citigroup 2005 - 2008
Citicorp Investment Services 1999 - 2004
Education
Boston University
Bachelor of Arts
University of the Pacific - McGeorge School of Law
Juris Doctorate
RWE Trading July 2009 - Present
Citigroup 2007 - 2009
Barclays Capital 2002 - 2006
Enron Europe 1994 - 2002
Skills
Commodity, Energy, Commodity Markets, Trading, Derivatives, Hedging, Renewable Energy, Natural Gas, Risk Management, Financial Modeling, Project Finance
Education
Boston University Questrom School of Business 1992 — 1994
MBA
The Johns Hopkins University 1984 — 1988
AB
Abrao Capital Partners February 2015 - Present
City Real Estate Advisors, Inc. May 2013 - January 2015
Citigroup June 2006 - October 2012
PNC Multifamily Capital 2002 - 2006
Lehman Brothers 1998 - 2001
New York Equity Fund 1996 - July 1997
New York Equity Fund January 1994 - January 1996
Skills
Real Estate Economics, Asset Managment, Due Diligence, Financial Modeling, Investments, Real Estate Financing, Financial Structuring, Underwriting, Real Estate Transactions, Acquisitions, LIHTC, Tax Credits, Debt Restructuring, Asset Management, Disposition, Real Estate Development, Private Equity, Real Estate, Finance, Equities, Loan Origination, Structured Finance
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
MS, Real Estate Development
Boston University
BS, Finance
U.S. Trust July 2012 - Present
Bank of America May 2006 - July 2012
Citigroup April 2003 - May 2006
State Street Research January 2001 - November 2002
State Street Research March 1999 - December 2000
Skills
Investments, Alternative Investments, Securities, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Wealth Management, Fixed Income, Strategic Financial..., Banking
Education
Boston College 1990 — 1994
B.S., Marketing
J.P. Morgan June 2014 - Present
Citigroup January 2014 - May 2014
Citigroup July 2009 - December 2013
Citigroup July 2007 - July 2009
Advantage Data 2006 - 2007
Masterful Coaching 2005 - 2006
Education
Boston University 2003 — 2007
BA, International Relations
Tata Consultancy Services June 2014 - Present
TD 2012 - May 2014
Citigroup 2009 - 2012
Bank of New York Mellon 1996 - 2009
Extebank 1994 - 1996
Premier Solutions 1992 - 1994
Reuters 1988 - 1991
I.P. Sharp Associates 1984 - 1988
Manufacturers Hanover Trust 1980 - 1984
Skills
Business Analysis, Strategy, Integration, Management, Project Management, PMP, Banking, Project Delivery, Business Development, Project Planning, Financial Services, Agile Project Management
Education
National Taiwan Normal University 1976 — 1979
Chinese Language
Boston University 1972 — 1976
BA, History
Groton 1966 — 1972
Deloitte November 2014 - Present
Deloitte August 2011 - October 2014
Citigroup June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Enterprise Risk..., Management Consulting, Valuation, Business Process..., Risk Management, Strategy, Microsoft Excel, PowerPoint, Business Strategy, Economics, Finance, Business Analysis, Private Equity, Financial Services, Leadership, Data Analysis, Business Case...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
Bachelor's Degree, Finance, Economics
Citi June 2011 - Present
Chanin Capital Partners / Duff & Phelps Restructuring March 2009 - June 2011
Citigroup August 2006 - November 2008
Ernst & Young May 2000 - August 2004
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Restructuring, Hedge Funds, Private Equity, Mergers
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
University of Virginia 2000 — 2001
MS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
UnitedHealth Group October 2014 - Present
Fannie Mae August 2014 - October 2014
JPMorgan Chase July 2013 - August 2014
AT&T March 2013 - June 2013
Federal Reserve Bank of New York September 2010 - March 2013
Citigroup July 2009 - September 2010
Sovereign Bank August 2008 - May 2009
Swiss Re January 2007 - June 2008
HDFC Bank July 2006 - October 2006
Wipro Spectramind April 2005 - June 2006
Skills
Java Enterprise Edition, Hibernate, Unix, Spring, SQL, UML, XML, Java, Linux, EJB, Solaris, SOA, JMS, Websphere, Enterprise Architecture, Ant, Tomcat, Requirements Analysis, Servlets, Agile Methodologies, Solution Architecture, JUnit, SDLC, Web Services, JDBC, Scrum, Kanban, Fitnesse, Selenium Testing, Mule ESB, Agile Application..., Oracle, Oracle PL/SQL..., WebSphere MQ, Core Java, Data Modeling, Requirements Gathering, Databases, Integration, Database Design, SWIFT messaging, PL/SQL
Education
Boston University 2010 — 2012
Master's degree, Information Security
University of Mumbai 1996 — 1999
B.Sc, Physics
Carver Federal Savings Bank February 2013 - Present
Carver Federal Savings Bank June 2010 - February 2013
Citigroup April 2005 - June 2010
Citigroup August 1999 - April 2005
State Street June 1995 - August 1999
Skills
Securities, Mutual Funds, Financial Analysis, Financial Modeling, Banking, Portfolio Management, Credit Analysis, Cash Management, Loans, Asset Management, Equities, Due Diligence, Financial Risk, Fund Accounting, Capital Markets
Education
AIB 2012 — 2014
AIB Bank Financial Management Diploma
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Finance
Woldingham 1984 — 1991
Citigroup January 2008 - Present
Citigroup August 2007 - January 2008
Citigroup June 2006 - September 2006
Education
Boston University 2004 — 2007
BS, Computer Science
Succeed2gether (bwpif.org) March 2012 - Present
UBS Wealth Management June 2009 - September 2011
Citigroup May 1987 - May 2009
Dean Witter Reynolds August 1979 - May 1987
Copenhagen International School July 1977 - July 1979
Skills
Personnel Management, Human Resources, Temporary Placement, Succession Planning, Talent Management, Deferred Compensation, Onboarding, Executive Development, Organizational..., Employee Engagement, Performance Management, Talent Acquisition, HRIS, Executive Coaching, Leadership, Training
Education
Boston University
BS, Education
Citigroup November 2007 - Present
Skills
Mortgage Banking, Treasury Services, HAMP, Collections, Risk Management, Credit Risk, Risk Assessment, Risk Analysis, Operational Risk..., Default, Foreclosures, Short Sales, Deed in Lieu, HUD, FHA, Regulatory Compliance, Credit Cards, Compliance Management, Financial Analysis, Credit Analysis, Home Equity Lines of..., Microsoft Office, Process Improvement, Business Process Design, Business Analysis, Relationship Management, Financial Risk
Education
Boston College 1973 — 1974
Finance, General
New Mexico State University
Real Estate Finance
Citigroup 2001 - Present
BTM Capital Corporation 1997 - 1999
Copley Real Estate Advisors 1991 - 1997
Skills
Investments, Equities, Equity Research, Financial Structuring, Portfolio Management, Hedge Funds, Bloomberg, Capital Markets, Finance, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Alternative Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA & MSF
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
BS, Finance & Human Resource Management
Barclays Capital June 2013 - Present
Barclays Capital June 2010 - June 2013
Citigroup June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Economics, Capital Markets, Risk, Mathematics, Derivatives, Fixed Income, Rates, Origination, Swaps, Corporate Finance, Bloomberg, Credit, Banking, Currency, Credit Derivatives, Swaptions, Interest Rate..., Interest Rate Swaps, Financial Risk, Series 7, Series 63, Risk Management, Valuation, Financial Structuring, Options, Bonds, Drums, Financial Modeling, Financial Analysis
Education
Boston College 2006 — 2010
BA, Economics, Philosophy, Mathematics
Northrport High School 2002 — 2006
Capital Crossing Servicing Company, LLC January 2012 - Present
L&L Holding Company LLC July 2010 - November 2011
Deutsche Bank Securities October 2005 - February 2009
Praedium Group 2003 - 2005
Citigroup March 1998 - March 2003
Victor Capital Group (now Capital Trust) 1992 - 1996
Jones Lang Wootten USA 1989 - 1990
Skills
Private Equity, Asset Management, Real Estate, Real Estate Private..., Investor Relations
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Real Estate
Boston University 1979 — 1983
BMus, Music Performance - French Horn
Citigroup October 2008 - Present
Education
Boston University 1977 — 1982
Ph.D, Economics
Citigroup January 2002 - Present
Citicorp Real Estate August 1991 - December 2001
Olympia & York 1989 - 1991
KPMG August 1987 - April 1989
Education
New York University 1990 — 1992
MS, Real Estate
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston University Questrom School of Business 1981 — 1985
BS/BA, Finance
PS 206 1968 — 1975
Citigroup
Skills
Analysis, Business Analysis, Data Analysis, Leadership, Management
Education
Boston University 1999 — 2003
Bachelor of Arts, International Relations, Business and Economics
DEKATI Group LLP 2005 - Present
Archdiocese of Boston 2006 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
PricewaterhouseCoopers 1996 - 2002
John Hancock Life Insurance Company (U.S.A.) 1981 - 1995
Skills
Asset Managment, Corporate Finance, Investments
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
MSc, Internation Finance and Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSc, Finance
Harvard University 1985 — 1988
GC, Management
Regis College 1977 — 1981
BA, Economics
bioMerieux June 2014 - Present
bioMerieux March 2013 - March 2014
bioMerieux March 2010 - February 2013
bioMerieux March 2010 - February 2013
Citigroup July 2006 - July 2009
Skills
SAP, Financial Analysis, Finance, Accounting, Analysis, Business Analysis, Cash Flow, Financial Modeling, Pharmaceutical Industry
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
Master of Science (M.Sc.), Accounting
Central University of Finance and Economics 2000 — 2004
Bachelor's degree, Accounting
Navigant July 2013 - Present
Avon Products May 2011 - July 2013
Morgan Stanley April 2010 - May 2011
Citigroup November 2007 - April 2010
Citigroup October 2005 - November 2007
Citigroup August 2004 - October 2005
City Year September 2004 - June 2005
Skills
Program Management, Business Analysis, Project Management, Process Improvement, Business Process..., Training, Performance Management, SDLC, Risk Management, Vendor Management, Change Management, Cross-functional Team..., Management
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Boston University 1999 — 2003
BA, Economics and Psychology
ITG February 2012 - Present
Citigroup July 2010 - February 2012
Dana-Farber Cancer Institute June 2009 - April 2010
Adventist HealthCare May 2008 - August 2008
Skills
Series 7, Series 63, Data Analysis, Business Analysis, Visio, Process Improvement, Data Mining, SQL, Analytics, Financial Modeling, Finance, Portfolio Management, Microsoft Excel, Bloomberg, PowerPoint, Equities, Fixed Income, Financial Analysis, Microsoft Office, Valuation
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Business Management
Globecomm Systems Inc. March 2015 - Present
Globecomm Systems Inc. September 2011 - March 2015
General Dynamics C4 Systems June 2010 - September 2011
Boston University College of Communications November 2008 - May 2010
Citigroup May 2006 - August 2007
Education
Boston University 2006 — 2010
Bachelor of Science (B.S.), Computer Engineering
Citgroup October 2008 - Present
Central CT Soccer Officials Association 2010 - Present
YMCA 2010 - 2012
Citigroup January 1999 - October 2008
Travelers Insurance 1985 - 1999
Travelers 1990 - 1995
Skills
SDLC, HRIS, Disaster Recovery, Process Improvement, Business Analysis, Vendor Management, SharePoint, PeopleSoft, Business Process, Visio, Requirements Analysis, Leadership, Business Process..., IT Strategy, Business Intelligence, Enterprise Architecture, Management
Education
Boston University 1993 — 1993
Certificate in Project Management
University of Hartford 1986 — 1992
MBA, Information Systems
Boston College 1981 — 1985
BA, Mathematics
Trumbull HS
High School
J.P. Morgan June 2012 - Present
Merrill Lynch 2007 - June 2012
Wachovia, A Wells Fargo Company 2000 - 2007
Citigroup 1990 - 2000
Skills
Equity Derivatives, Options, Series 7, Investments, Wealth Management, Hedge Funds, Alternative Investments, Fixed Income, Structured Products, Derivatives, Equities, Electronic Trading
Education
Boston College
B.S., Finance
Chaminade High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Urgent Consult, Inc October 2013 - Present
Citigroup December 2007 - October 2013
Salibello & Broder LLP September 2004 - December 2007
Russell Brier & Company July 2003 - May 2004
Skills
Financial Reporting, Corporate Finance, Managerial Finance, Strategic Planning, External Audit, Financial Audits, Internal Controls, Investments, Business Strategy, Strategic Financial..., Small Business, Strategy, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Strategic Partnerships, Valuation, Financial Planning, Due Diligence, Start-ups, Executive Management
Education
Boston University Questrom School of Business
BS, Business Administration, Accounting
J.P. Morgan August 2011 - February 2015
Standard Chartered Bank June 2010 - August 2010
Citigroup February 2010 - May 2010
Standard Chartered Bank June 2009 - August 2009
Boston University School of Management September 2008 - May 2009
Education
Boston University 2007 — 2011
Boston University Questrom School of Business 2007 — 2011
Bangkok Patana School
Citigroup April 2001 - Present
Skills
Portfolio Management, Financial Services, Financial Modeling, Financial Analysis, Banking
Education
Boston University Questrom School of Business 1986 — 1989
MBA, Finance
Citi April 2015 - Present
Citi January 2013 - April 2015
Citigroup June 2010 - January 2013
Citigroup June 2009 - March 2010
Citi April 2005 - June 2009
Skills
Derivatives, Fixed Income, Structured Finance, Treasury Management, Valuation, Emerging Markets, Credit Derivatives, Structured Products
Education
Boston University 1997 — 2001
B.A., Economics
Briarcliff High School 1993 — 1997
Citi November 2014 - Present
Goldman Sachs August 2008 - October 2014
Goldman Sachs 2007 - 2008
Marsh & McLennan Companies, Inc. 2002 - 2006
Citigroup 1999 - 2001
Skills
Real Estate Finance, Asset Management, Client Management, Financial Analysis, Portfolio Management, Risk Management, Finance
Education
Columbia Business School
MBA, Finance with concentration in Real Estate
Boston College - Carroll School of Management
Bachelor of Science, Finance and English Literature
Citigroup 2012 - Present
Citi 2012 - Present
Barclays Capital September 2008 - 2012
Lehman Brothers August 1997 - September 2008
Education
Boston College 1993 — 1997