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
The Wharton School August 2015 - Present
Sorenson Capital Partners August 2013 - July 2015
Citigroup July 2011 - June 2013
Ascend Alliance Humanitarian January 2011 - July 2011
Brigham Young University Finance Society January 2010 - December 2010
Citigroup June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Due Diligence, Corporate Finance, Microsoft Excel, Strategy, Financial Accounting, Banking, PowerPoint, Investments, Finance, Excel, Leadership, Investment Banking, Private Equity, Venture Capital
Education
Brigham Young University 2007 — 2010
BS
Ernst & Young January 2013 - Present
PwC June 2011 - January 2013
Lulustar Inc August 2000 - June 2011
USAA September 2008 - February 2011
The Student Loan Corporation 2008 - 2008
Citibank, Consumer Lending August 2005 - 2008
Citibank — Student Loan Corporation 2005 - 2008
Citigroup 2005 - 2008
Citi 2005 - 2008
Citi-The Student Loan Corporation 2005 - 2008
Skills
Analytics, Online Marketing, Database Marketing, Customer Insight, Customer Intelligence, Decision Science, Segmentation, Customer Analytics, Price Optimization, Social Media Marketing, Market Research, Data Mining, Text Analytics, Web Analytics, Call Center, SEO, Offshore Operations, Sentiment Analysis, CRM software, Customer Retention, Strategic Planning, Customer Analysis, Multi-channel Marketing, CRM, Management, Competitive Analysis, Direct Marketing, Process Improvement, Strategy, E-commerce, Business Development, Vendor Management, Analysis, Operations Research, Executive Management, Leadership, Predictive Analytics, Call Centers, Brand Development, Outsourcing, Customer Experience, Product Development, Pricing, New Business Development, Strategic Partnerships, Training, Integrated Marketing, Marketing Strategy, Customer Acquisition, Marketing
Education
Emory University 1990 — 2004
PhD
University of Michigan 1991 — 1996
Brandeis University 1987 — 1989
MA
University of Calgary 1983 — 1987
B.Sc.
Qualtrics May 2012 - Present
Qualtrics September 2011 - April 2012
Qualtrics August 2010 - August 2011
Citigroup January 2010 - July 2010
Tabitha-Cambodia Foundation September 2009 - December 2009
Brigham Young University December 2007 - December 2009
The Church of Jesus Christ of Latter-Day Saints September 2005 - October 2007
Skills
Salesforce.com, Demand Generation, Google Analytics, Lead Generation, Portuguese, HTML, Marketo, Content Marketing, Microsoft Excel, Survey Design, VBA, Qualtrics Products, Photoshop, SEO
Education
Brigham Young University 2009 — 2012
BSc, Business Management - Strategy, 3.91 GPA
Ernst & Young August 2010 - Present
Plante & Moran, PLLC January 2010 - August 2010
Citigroup May 2007 - March 2008
Skills
Financial Analysis, Financial Reporting, US GAAP
Education
Bowling Green State University
MAcc, Accounting
City University of New York
BSc, Accounting
Siena Heights University
Computer and Information Systems (Transferred)
Alinda Capital Partners LLC May 2015 - Present
Prime Natural Resources, Inc September 2011 - May 2015
The Ashcroft Group / Taylor Interests March 2010 - September 2011
PNC Bank 2008 - 2010
Overseas Private Investment Corporation 2005 - 2006
Citigroup 2002 - 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategy, Forecasting, Management, Business Development, Strategic Planning, Analytics, Investments, Mergers & Acquisitions, Negotiation, Finance, Corporate Finance, Business Strategy, Analysis, Private Equity
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, International Finance
Brigham Young University 1996 — 2001
Bachelors, International Trade
Summit Medical Group April 2015 - Present
Takoma Medical Associates February 2012 - May 2014
United Health Group 2008 - 2010
Citigroup December 2006 - July 2007
Skills
Data Entry, Customer Service, Typing, Employee Benefits, Process Improvement, Leadership, Healthcare, Data Analysis, Multi-line Phone, Receptionist Duties, Telephone Skills, Insurance, Claims Handling, Insurance Benefits, Medical Terminology, Medical Records, Fax, Outlook, Microsoft Word, HIPAA, Scheduling, Training, Call Centers, Medical Billing, Healthcare Information..., Healthcare Management, Medicare, PowerPoint, Microsoft Excel
Education
Colorado Technical University 2010 — 2013
Associate of Science (A.S.), Administrative Health Services
Walter's State Community College 1994 — 2006
Behavioral Health Sciences
Greeneville High School 1991 — 1995
Diploma
Brescia University
Associate's degree, Social Work
Brigham Young University September 2014 - Present
Gran Capitals November 2011 - Present
Caterpillar Inc. May 2015 - August 2015
Bechtel Corporation May 2013 - June 2014
Bechtel Corporation May 2011 - June 2014
Bechtel Corporation May 2011 - November 2011
Qualtrics August 2010 - January 2011
Citigroup January 2010 - July 2010
Teach for America September 2009 - December 2009
Brigham Young University August 2007 - December 2009
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Marketing & Operations
Brigham Young University 2008 — 2011
B.S., Business Management; Marketing
Instituto Nacional Jose Miguel Carrera
21st Century Career 1998 - Present
South Mountain Economics 2011 - Present
Visible Economy, LLC 2009 - 2010
Citigroup 1985 - 1992
Skills
Job trend analysis and..., Career Counseling, Career Development, Career Management, Career Assessment, Career Development..., Job Coaching, Job Evaluation, Job Analysis, Job Search Strategies, Job Search Coach, Job Search Support, job search, Executive Coaching, Resume Writing, Resume, resume editing, Career Opportunities, CareerBuilder, Hot Jobs, Job Opportunities, Job Search, Public Speaking, Community Outreach, Interviews, Nonprofits, Leadership Development, Strategic Planning, Leadership, Strategy, Coaching, Recruiting, Program Management, Team Building, Marketing, Management
Education
New York University 1994 — 1998
Master's in Counseling, Career Counseling
Harvard University 1971 — 1973
Master's Degree, City Planning
Brandeis University
NYU
Master of Counseling/Career Concentration
Enterprise Rent-A-Car 2014 - 2015
Enterprise Rent-A-Car 2014 - 2015
Comcast August 2005 - October 2012
Citigroup January 1997 - March 2004
SEARS REMITTANCE PROCESSING CENTER January 1995 - June 1997
Knapp Shoes August 1987 - June 1989
Skills
Broadband, Call Center, Customer Satisfaction, Telephony, Workforce Management, Management, Call Centers, Team Leadership, Customer Experience, Managed Services, Coaching, Training, Vendor Management, Customer Retention, Event Planning, Customer Service, Sales, Wireless, Routers, IP, Marketing Strategy, Cross-functional Team..., Leadership, Team Building, Telecommunications, Service Delivery, Avaya, Troubleshooting, Solution Selling, Cold Calling, VoIP, IVR, Interviews, Operations Management, Process Improvement, Team Management, Technical Support, Employee Training, Human Resources, Direct Sales, Salesforce.com, Account Management, Networking, CRM, Cable Television, Software Documentation, Performance Management, Sales Operations, Sales Process, Avaya Technologies
Education
Talladega College
Bachelor of Arts, History
Brenau University
24-7 Intouch September 2012 - Present
T-Mobile USA June 2007 - June 2012
Citigroup March 2005 - February 2007
Skills
Telecommunications, Call Centers, Customer Service, Leadership, Customer Experience, Troubleshooting, Customer Satisfaction, Performance Management, Training, Team Leadership, Sales, Vendor Management, Management, Team Building
Education
Brookhaven Community College
Adventist Health 2013 - Present
State of California - Legislative Data Center October 2012 - Present
Micron Technology June 2011 - February 2012
Target August 2010 - April 2011
Lionakis February 2008 - April 2009
Citigroup February 2006 - November 2007
Anacomp November 2005 - February 2006
UPS July 2000 - April 2004
UPS December 1998 - July 2000
Skills
Software Documentation, Troubleshooting, Access, Windows 7, Windows Server, XP, Hardware, Networking, Program Management, Project Management, Software Installation, Windows XP, Microsoft Office, Analysis, Technical Support, Training, Outlook, Management
Education
Brandman University, Part of the Chapman University System 2015 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
DeVry University
Bachelor of Science, Technology Management
Heald School of Technology
Associate of Science, Computer Science
BP Energy Company October 2014 - Present
BP August 2011 - October 2014
Citigroup June 2010 - August 2010
Fidelity Investments October 2007 - July 2009
WilmerHale 2005 - 2007
Skills
Analysis
Education
Brigham Young University 2002 — 2004
Hess Corporation October 2011 - Present
CCA October 2009 - June 2011
Citigroup January 2004 - December 2007
PricewaterhouseCoopers January 2000 - May 2001
Arthur Andersen & Co. June 1998 - December 1999
Mercer July 1997 - May 1998
A. Foster Higgins October 1992 - June 1997
Towers Perrin November 1989 - October 1992
The Wyatt Company June 1985 - October 1989
Citicorp October 1982 - May 1985
Skills
Public Relations, Performance Management, Building Relationships, Leadership, Corporate Branding, Strategy, Talent Management, Human Resources, Management, Divestitures, Team Building, Crisis Communications, Public Speaking, Policy, Consulting, Program Management, Nonprofits, Management Consulting, Deferred Compensation, Employer Branding, Marketing, Research, Strategic Communications
Education
Brandeis University
BA
High School of Music & Art
NY State Regent's Diploma and Music Certificate
Northeastern University
American Express December 2014 - Present
BMO Financial Group June 2014 - November 2014
BMO Financial Group August 2013 - June 2014
BMO Financial Group July 2008 - July 2013
Citigroup August 2007 - July 2008
Citigroup June 2004 - July 2007
Humber College August 2003 - December 2005
Cox Hanson O'Reilly Matheson (now Cox & Palmer) August 2001 - July 2002
Skills
Legislation, Mutual Funds, Legal Compliance, Insurance, Investment Management, Contract Negotiation, Contract Management, Legal Research, Legal Writing, Legal Drafting, Mortgage Lending, Consumer Lending, Securities Regulation, Canadian Securities..., Policy Analysis, Corporate Governance, Anti-Money Laundering, Change Management, People Development, Team Leadership, Corporate Law, Governance, Funding, AML, Privacy Law, Commercial Litigation, Securities, Anti Money Laundering
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
Vrije Universiteit Amsterdam 2001 — 2001
LL.B. exchange student, Law
Dalhousie University 1998 — 2001
LL.B., Law
Dalhousie University 1995 — 1998
B.A., Women's & Gender Studies
Dalhousie University 1991 — 1995
B.Sc., Mathematics
Federal Reserve Bank of New York July 2007 - Present
Citigroup 1997 - 2007
Skills
Strategy, Change Management, Organizational..., Public Speaking, Vendor Management, Financial Analysis, Program Management, Financial Services, Strategic Planning, Leadership, Diversity & Inclusion, Fixed Income, Risk Management, Team Building, Management, Business Strategy, Talent Management, Employee Relations, Leadership Development, Succession Planning, Capital Markets, Talent Acquisition, Banking, Onboarding, Process Improvement, Business Development, Human Resources, Employee Engagement, Management Consulting, Recruiting, Equities, Performance Management, Cross-functional Team...
Education
Rutgers University School of Law - Newark
Juris Doctor (J.D.)
Boston University School of Education
Master's Degree, Human Resources Development
University of Paris I: Panthéon-Sorbonne
Theatre/Theater
Yale University
Bachelor's Degree, French Language and Literature
Balldrop, LLC January 2013 - May 2014
Merlin Entertainments Group August 2007 - January 2013
United Nation Association of the USA August 2006 - August 2007
Intrepid Sea, Air & Space Museum December 2004 - August 2006
Citigroup July 2003 - December 2004
Skills
Strategic Partnerships, Event Management, Marketing Communications, Marketing Strategy, Marketing, Event Planning, Direct Marketing, Sponsorship, Business Development, Public Relations, Sales, Social Media Marketing, Management, New Business Development, Strategic Planning, Online Advertising, Leadership, Public Speaking, Contract Negotiation, Online Marketing, Budgets, Newsletters, Experiential Marketing,..., Licensing
Education
Brandeis University 1992 — 1997
BA, Political Science
The Chertoff Group July 2014 - Present
Aronson Capital Partners July 2011 - July 2014
Citigroup July 2010 - July 2011
Skills
Mergers, Financial Analysis, Risk Management, M&A due diligence, Due Diligence, Investment Banking, Equities, Corporate Finance, Mergers & Acquisitions, Valuation, Competitive Analysis, LBO, Business Valuation, DCF, M&A experience
Education
Brigham Young University 2005 — 2010
Bachelor of Science, Business Management, Finance Emphasis
Sequentia Corporation July 2013 - Present
EverBank April 2012 - July 2013
Global Center for Health Innovation June 2009 - April 2012
Citigroup February 1997 - August 2008
Skills
Business Development, Strategy, Strategic Planning, Management, Leadership, Team Building, Healthcare, Project Management, Sales, Relationship Management, Cross-functional Team..., Product Development, Finance, Analysis, Direct Sales, Process Improvement
Education
Bowling Green State University
B.A., Economics
KPMG Advisory 1996 - Present
ING Capital Markets April 1994 - September 1996
Citigroup September 1984 - March 1994
Education
University of Michigan 1978 — 1983
PhD, Economics
University of Michigan 1978 — 1981
MA, Modern Near Eastern and North African Studies
Brigham Young University 1977 — 1978
MS, Economics
BBVA New York Branch July 2008 - Present
Citigroup October 2004 - December 2006
Carrizosa Abogados S.A. May 2001 - May 2004
Skills
Ability to Self-Manage..., Teamwork, Multitasker, Banking, Banking Law, Corporate Law, Project Finance, Capital Markets, Corporate Finance, Corporate Governance, International Law, Cross-border..., Securities, Legal Advice, Securities Regulation, Spanish, Finance, Latin America, Financial Regulation, Litigation, Commercial Banking, Legal Research, Private Banking, Trade Finance, Legal Writing, Financial Risk, OFAC, KYC, AML, Derivatives, Leadership, Financial Analysis, Mergers, Risk Management, Team Leadership, Business, Contract Negotiation
Education
Boston University School of Law 2007 — 2008
LL.M., Banking and Financial Law
Pontificia Universidad Javeriana 1994 — 2000
Abogado, Derecho
Colegio Nueva Granada 1980 — 1994
High School Diploma and Bachillerato, High School/Secondary Diplomas and Certificates
The RiverStone Group March 2015 - Present
The RiverStone Group April 2014 - March 2015
The RiverStone Group July 2012 - March 2014
PwC January 2011 - July 2012
Global Atlantic Partners LLC July 2009 - December 2010
Apollo Hospitals Dhaka 2006 - 2008
Apollo Hospitals Dhaka 2005 - 2006
Citigroup February 2005 - May 2005
Skills
Risk Management, Enterprise Risk..., Internal Audit, Auditing, Internal Controls, SAS70, Management Consulting, Sarbanes-Oxley Act, Mergers & Acquisitions, Management, Project Management, Information Security, Consulting, Information Technology, Analytics, SOX 404, Leadership, Assurance, Managerial Finance, CISA, Report Writing, COBIT, Public Speaking, Compliance, SNL, SharePoint, Virtual Data Rooms, COSO ERM, RMORSA Model Act, Form 10-K, Audit, Healthcare, SSAE16, Social Networking, IT Audit, Risk IT, Lloyds, Bengali, Networking, ORSA, ISO 31000, Valuation Modeling, Reinsurance, Financial Analysis, Corporate Finance, Financial Services, Property & Casualty..., Finance, Analysis
Education
Brandeis International Business School 2008 — 2010
MBA, International Finance
Institute of Business Administration, Dhaka University 2001 — 2005
B.S., Business Administration
Fiserv Inc April 2013 - Present
Randstad Technologies US January 2013 - April 2013
Citigroup September 2010 - October 2012
L3 Communications 2005 - 2010
AT&T Labs, Inc. 1999 - 2004
Cotelligent 1994 - 1999
Skills
Security, SDLC, Systems Engineering, Databases, Linux, Unix, Integration, Information Security, Software Development, Requirements Analysis, Testing, Architecture, Telecommunications, Software Engineering, Technical Staff..., Program Management, Enterprise Software, Product Management, CISSP, Agile Methodologies
Education
Stevens Institute of Technology 1991 — 1996
MS, Computer Science
Bradley University 1972 — 1977
BS, Engineering
Red Oak Partners May 2015 - August 2015
Riverside Partners April 2012 - June 2014
Citigroup July 2010 - March 2012
National Capital Partners May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints February 2003 - February 2005
Skills
Due Diligence, Financial Modeling, Private Equity, Valuation, Investments, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Business Valuation, Financial Analysis, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Brigham Young University 2002 — 2010
Bachelors, Finance
Nanjing University 2007 — 2007
Bachelors, Chinese
Citigroup IMLP, Six Sigma Black beltGE Healthcare1998 - 2004
Education
Bowling Green State University 1996 — 1998
University of Mysore 1988 — 1992
B.E., Electrical & Electronics
University of Southern Maine
SAG June 1983 - Present
C3 2011 - 2012
Citigroup April 2003 - June 2007
Skills
Budgets, Film, Microsoft Excel, Social Media, Social Networking, Microsoft Office, Public Speaking, Acting, Customer Service, Microsoft Word, PowerPoint, Sales, Credit, Event Planning, Event Management, Directing, Outlook, Coaching, Public Relations, Theatre, Voice Acting, Radio, Commercials, Voice Over, Television, Broadcast, Team Building, Documentaries, SAG, Training, Music, Dialects, Stage Combat, Improvisation, Comedy, AFTRA, Festivals, Stunts, Drama, On-camera, Sketch Comedy, Shakespeare, Plays, Teleprompter, Stage, Film Actor, Independent Film, Physical Comedy, Improvisational Comedy, Customer Service...
Education
Dixie State University 1983 — 1986
Associates, Drama, radio broadcasting, music
Brigham Young University 1977 — 1978
Drama, Music, History
TC Williams HS 1975 — 1977
PNC December 2014 - Present
PNC Financial Services March 2011 - November 2014
Citigroup January 2009 - February 2011
Citigroup June 2008 - January 2009
Citigroup, Inc. January 2007 - June 2008
Citigroup, Inc. January 2005 - January 2007
Citigroup, Inc. December 2003 - January 2005
Jones Day March 2001 - December 2003
Cleary Gottlieb Steen & Hamilton LLP September 1996 - June 2002
Rogers & Wells (now Clifford Chance) September 1994 - July 1996
Skills
Securities Regulation, Strategy, Risk Management, Mergers, Securities, FINRA, Corporate Governance, Corporate Law, Corporate Finance, Mergers & Acquisitions, Investments, Governance, Banking, Private Equity, Capital Markets
Education
Boston University School of Law 1991 — 1994
JD
Washington University in St. Louis 1987 — 1991
B.S., Political Science and French
Citi July 2013 - Present
Citigroup July 2010 - July 2012
Citibank January 2009 - June 2010
Novell August 2008 - December 2008
Brigham Young University 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Finance, Banking, Strategic Financial..., Data Analysis, Due Diligence, Spanish, International Trade, Trade Finance
Education
Brigham Young University 2004 — 2009
Bachelor of Science (BS), International Finance
TriStar Payments March 2010 - Present
KEEPS America September 2014 - Present
Banamex USA (Citibank) July 2015 - Present
One West Bank (CIT Bank) September 2010 - December 2014
Operation HOPE January 2008 - September 2014
Citigroup 1996 - 2010
Federal Reserve Board 1992 - 1996
Skills
Credit Cards, Contract Negotiation, Financial Services, Payments, Vendor Management, Risk Management, Electronic Payments, Banking, Portfolio Management, Finance, Mobile Payments, Start-ups, Executive Management, Financial Risk, Analytics, Loans, Retail Banking, Relationship Management, Strategy, Operational Risk..., Strategic Partnerships, Financial Modeling, Credit, Mergers & Acquisitions, Private Equity, Investment Banking, Credit Risk, Emerging Markets, Corporate Finance, Capital Markets, Leadership, CRM, Business Development
Education
University of Michigan 1985 — 1989
BA, Political Science
Boston University School of Law 1989 — 1992
JD
Harvard Business Law Review May 2013 - Present
Davis Polk & Wardwell LLP May 2013 - August 2013
Shareholder Rights Project 2012 - 2013
U.S. Department of the Treasury, Office of the Comptroller of the Currency June 2012 - August 2012
Amaral Gurgel May 2012 - June 2012
Citigroup July 2010 - August 2011
Granada Capital April 2008 - April 2010
Citigroup June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Finance, Capital Markets, Mergers, Investment Banking, Private Equity, Strategy, Management Consulting, Mergers & Acquisitions, Bloomberg, Investments, Accounting, Venture Capital
Education
Harvard Business School 2013 — 2014
Cross-Registrant
Harvard Law School 2011 — 2014
J.D., Dean's Scholar Prize(s)
Brigham Young University 2007 — 2010
B.S., magna cum laude, Accountancy
LOBO Global Advisors December 2009 - Present
Citigroup 1973 - January 2009
Skills
AML, Relationship Management, Fraud, Risk Management, Banking, Sales, Credit, Financial Risk, Capital Markets, Valuation, Market Risk, Corporate Finance, Credit Risk, Financial Services, Derivatives, Financial Institutions, Training, Analysis, Emerging Markets, Commercial Banking, Trade Finance, Management, Investment Banking, Operational Risk, Executive Management, Portfolio Management, FX Options, Operational Risk..., Structured Finance, Credit Analysis, Treasury Management, Securities, Financial Markets, Private Banking, Structured Products, Bonds, Hedge Funds, Financial Structuring, Investments, Equities, Fixed Income, Project Finance, Trading, Cash Management, Loans, Asset Management, Enterprise Risk..., Financial Modeling, Private Equity, Anti Money Laundering
Education
Brigham Young University 1966 — 1972
BA, Majors in Latin American Studies and Spanish
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Priceline.com August 2015 - Present
Vault Economics December 2014 - Present
Crewspark February 2015 - August 2015
Wells Fargo January 2010 - July 2014
Citigroup July 2009 - December 2009
Brigham Young University January 2009 - June 2009
Center for Strategic Studies at the University of Jordan June 2006 - August 2006
Skills
Investments, Investment Banking, Finance, Financial Analysis, Valuation, Financial Modeling, Economics, Due Diligence, Financial Services, Corporate Finance, Bloomberg, Capital Markets, Microsoft Excel, Microsoft Office, Accounting, Econometric Modeling, Data Analysis, SQL, Machine Learning
Education
The Johns Hopkins University 2015 — 2018
Master of Science (M.S.), Computer Science
Brigham Young University 2005 — 2009
BA, Economics
Citigroup March 2014 - Present
MetLife, Annuity & Fund Management May 2006 - December 2013
BlackRock September 2005 - May 2006
Suffolk University 2005 - 2006
Suffolk University 2005 - 2006
Skills
Financial Analysis, Finance, Financial Reporting, Customer Service, Fund Accounting, Financial Modeling, Bloomberg, Investments, Accounting, Data Analysis, Microsoft Word, Analysis, MS Excel Pivot Tables, Access, V Lookups, Variable Annuities, External Liaison, Reporting & Analysis
Education
Brandeis University 2012 — 2015
Master’s Degree, Finance, International Investment
Suffolk University - Sawyer School of Management 2003 — 2006
BSBA, Finance, General
Merrill Lynch, Bank of America November 2012 - Present
Ironwood Global, LLC June 2011 - November 2012
RCC Ventures, LLC June 2010 - September 2010
Eran Real Estate Alternative Investment Fund August 2008 - February 2010
Citigroup May 2008 - August 2008
Citigroup May 2007 - August 2007
Skills
Capital Markets, Banking, Financial Modeling, Investment Banking, Valuation, Wealth Management, Asset Managment, Alternative Investments, Pensions, Series 7, Portfolio Management, Investments, Investment Management, Hedge Funds, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Due Diligence, Bloomberg, Fixed Income, Financial Analysis, Equities, Securities, Corporate Finance, Equity Research, Finance, Risk Management, Bonds
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master, Business Administration, Finance
Brandeis University 2005 — 2009
Bachelor of Arts & Sciences, Economics & Business
NJ Transit June 2012 - Present
Kevin Murphy Realty October 2010 - Present
Intuit, Inc. February 2012 - April 2012
At Your Side, Inc October 2005 - February 2012
EmblemHealth October 2010 - October 2011
Phillips Van Heusen September 2009 - August 2010
IntegriDATA September 2007 - December 2008
Citigroup February 2005 - August 2007
JPMorganChase August 1997 - January 2005
Mobil Chemical January 1997 - March 1997
Skills
Software Documentation, Data Analysis, Databases, Database Design, Visio, Accounting, SQL, SDLC, Project Management, CRM, Access, QuickBooks, Analysis, Management, Inventory Management, Visual Basic, Budgets, Microsoft Excel, Oracle, Microsoft SQL Server, Financial Reporting, Risk Management, System Design, Business Analysis, Integration, Testing, Vendor Management, VBA, Program Management, Software Development, C#, Team Building
Education
California State University-Northridge 1974 — 1980
BS, Accounting
Brookdale Community College 1972 — 1973
A.A., Accounting
Montclair State University 1970 — 1972
Accounting
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
SCCIP Int'l Pvt Ltd November 2010 - Present
Quatrro Risk Management March 2007 - August 2010
Citigroup January 1996 - March 2007
Skills
Risk Management, Credit Risk, Financial Services, Credit, Risk Management..., Business Development, Portfolio Management, Education, Fraud, Credit Cards, Foreign Currency..., Banking
Education
Brigham Young University
Bsc, International Business and Finance
The University of Edinburgh
MBA, International Business and Finance
Thomm inc November 2013 - February 2015
Queen of Peace Center March 2009 - May 2012
ITT Technical Institute March 2009 - June 2010
Citigroup 2006 - December 2008
Unisys 2004 - 2006
ConocoPhillips 2001 - 2004
Microserv 1999 - 2001
Envoy Data Corporation 1998 - 1999
Skills
Project Management, Desktop Management, Desktop Support, Software Implementation, Software Installation, Knowledge Management, Learning Management, Organizational Learning, Distance Learning, Knowledge Transfer, Service Management, Windows Server 2003, Lecturing, Teaching, Technical Support, Windows Server, Networking, IT Service Management, Servers, Information Technology, Management, Customer Service, Integration, Databases, Training, Program Management, Security, Troubleshooting
Education
Walden University 2006 — 2011
PhD., Knowledge and Learning Management
University of Phoenix 2000 — 2002
MBA, Technology Management
Brigham Young University 1988 — 1992
BS, Engineering, Family Science
Encore Capital Group April 2015 - Present
CIGNA October 2011 - March 2015
UBS March 2010 - September 2011
Regulatory Fundamentals Group January 2009 - March 2010
Citigroup 2000 - 2008
Sullivan & Cromwell LLP 1995 - 2000
Education
Boston University School of Law 1992 — 1995
Lewis and Clark College 1985 — 1992
BA, Sociology/Anthropology
The Telling Room 2013 - Present
Maine Estate Planning Council 2013 - Present
North Country School and Camp Treetops 2013 - Present
Boston University School of Law Alumni Association 2012 - Present
Opus Consulting Group 2010 - Present
Delphic Strategies 2010 - Present
Foreside Financial Group, LLC 2009 - 2010
Citigroup 2007 - 2009
Goodwin Procter LLP 2005 - 2007
Goodwin Procter LLP 2004 - 2005
Skills
Investments, Estate Planning, Insurance, Strategic Planning, Strategy, Mergers & Acquisitions, Retirement Planning, Wealth Management, Portfolio Management, Alternative Investments, Financial Services, Asset Management, Investment Management, Financial Advisory, Investment Advisory, Wealth, Financial Planners, Life Insurance, Wealth Management..., Fixed Annuities, Small Business, Disability Insurance
Education
Boston University School of Law 2002 — 2005
JD
Williams College 1991 — 1996
BA
Trinity School 1977 — 1991
SevOne Inc March 2014 - Present
Cablevision June 2011 - March 2014
Debt Resolve Inc February 2009 - June 2011
Time, Inc October 2005 - February 2009
Citigroup September 2004 - October 2005
JPMorgan Chase May 2002 - September 2004
➢Admit Computer Services March 1999 - May 2002
Skills
Unix, Apache, Linux, Perl, Windows Server, TCP/IP, Firewalls, IIS, Active Directory, Bash, DHCP, MySQL, Tomcat, Databases, LDAP, Security, PHP, JavaScript, Blade Logic, Chef, Puppet, Opsware, Bash Shell Scripting, PHP Scripting/ Server..., Python Scripting, Javascript Scripting, JQuery Coding, TCL Scripting, HTML5 Design and Coding, Adobe products: Muse,..., Adobe products:..., Video Editor: Final Cut..., Network technologies:..., CentOS, RedHat Enterprise, Fedora, FreeBSD, CSS, ASP 3.0, Solaris
Education
Learning Tree International 2008 — 2008
Certificate, Linux Administration
Computer Career Center 2003 — 2004
Diploma, Network Specialist
Briarcliffe College 1999 — 2003
Bachelor, Business Administration / Information Technology (BBA/ IT)
City Colleges of Chicago September 2015 - Present
The S.A.F.E. Steps to College and Career Success June 2014 - Present
Smart Wealth Strategies, Inc. January 2012 - Present
Association of Financial Educators June 2012 - June 2014
National Hispanic Sales Network January 2005 - January 2012
Jacobson Financial and Insurance Group August 2009 - May 2010
US Department of Commerce, Minority Business Development Agency August 2004 - August 2009
Chicago Minority Business Development Council September 2003 - August 2004
Citigroup 1996 - 2003
Lugo's Warehouse Supermarket 1984 - 1992
Skills
Leadership, Small Business, Strategic Financial..., Retirement Planning, Strategy, Strategic Planning, Insurance, Public Speaking, Life Insurance, Marketing, Business Development, Finance, Retirement, Fixed Annuities, Financial Planning, Financial Services, Financial Planners, Term Life Insurance, Long-term Care, IRAs, Health, College Savings Plans, Health and Life..., IRA Tax Planning, Risk Management, Sales, Team Building
Education
Ed Slott's Elite Advisors Tax Planning on IRAs and 401Ks 2013 — 2013
Quinlan School of Business, Loyola University Chicago 1992 — 1996
MBA, Business
DePaul University 1986 — 1990
Bachelor of Science, Finance
Bradley University 1986 — 1988
Accounting and Finance
Quigley College Preparatory Seminary High School 1982 — 1986
College Preparatory
OLMC
Qazztek, LLC April 1993 - Present
Citigroup 1989 - 1993
Bank of America 1984 - 1989
Skills
Start-ups, Mergers, Finance, Turn Around Management, Restructuring, Strategic Thinking, Information Security, Real Estate, Strategic Planning, Business Strategy, Business Development, Project Management, Management Consulting, Business Analysis, Entrepreneurship, Team Building, Team Leadership, Venture Capital, Strategic Partnerships, Program Management, IT Management, Strategy, Leadership, Analysis, Management, Mergers & Acquisitions, Data Analysis, Business Planning, Negotiation, CRM, Executive Management, Corporate Finance, Financial Modeling, Marketing, Business Process..., Outsourcing, Product Management, Financial Analysis, Due Diligence, Human Resources, Competitive Analysis, Consulting, Cross-functional Team..., Market Research, Strategic Consulting, Integrated Marketing, Sales Operations, Valuation, Analytics, Corporate Development
Education
University of Utah - David Eccles School of Business 2010 — 2011
Masters of Science
Brigham Young University 1982 — 1984
MBA
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
Citigroup July 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints 2008 - 2010
Skills
Team Leadership, People-oriented, Customer Relations, Client Service, Organizational..., Team Management, Risk Management, PowerPoint, Portuguese, Microsoft Excel, Bloomberg Terminal, Valuation Modeling, Leadership, Customer Service
Education
Brigham Young University 2008 — 2013
Bachelor of Science, Finance - Emphasis in Asset Management, Cum Laude
Eastlake High School
Allegiant Travel Company July 2014 - Present
Allegiant Travel Company December 2012 - July 2014
Allegiant Travel Company May 2012 - December 2012
Beneficial Financial Group January 2012 - April 2012
Citigroup January 2011 - July 2011
Korea Army Training Center June 2006 - June 2008
Skills
Financial Analysis, Microsoft Office, SAP, Essbase, Business Intelligence, Bloomberg Terminal, Hyperion Enterprise, Analysis, Business Analysis, Forecasting, Data Analysis, Finance, Process Improvement, Aviation, Aircraft Maintenance, Corporate Finance, Management, Airplane, Valuation, PowerPoint, Budgets, VBA, Financial Planning, Airlines, Financial Reporting, Strategic Financial..., Financial Modeling, Microsoft Excel, Access, Fixed Income, Bloomberg, Accounting, Aerospace, Hyperion
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
Macquarie Group July 2012 - Present
MD Sass-Macquarie Financial Strategies Fund July 2012 - Present
Macquarie Bank March 2010 - July 2012
BNP Paribas January 2010 - February 2010
BNP Paribas July 2003 - January 2010
Zurich Capital Markets August 2001 - July 2003
Citigroup 1999 - 2001
Skills
Hedge Funds, Structured Products, Derivatives, Alternative Investments, Equities, Equity Derivatives, Fund Of Funds, Investment Banking, Capital Markets, Structured Finance, Financial Structuring, Private Equity
Education
Brandeis International Business School 1997 — 1999
Masters
Delhi School of Economics 1994 — 1996
Masters
Shri Ram College of Commerce 1991 — 1994
B.A
Sardar Patel 1984 — 1991
Elevation Solar June 2015 - Present
Wells Fargo Securities July 2011 - Present
Citigroup June 2010 - August 2010
Sage Capital, LLC May 2007 - September 2009
Deloitte & Touche, LLP August 2006 - May 2007
Skills
Accounting, Cash Flow, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Forecasting, Internal Controls, Investments, Mergers, Strategy, Venture Capital, Valuation, Analysis, Private Equity
Education
Brigham Young University 2009 — 2011
MBA, Finance and Strategy
Brigham Young University 2003 — 2006
Bachelor, Accounting
Haselden Construction May 2014 - Present
Waste Management, Inc. August 2009 - May 2014
University of Notre Dame August 2007 - May 2009
Citigroup June 2008 - August 2008
BYU - MTC January 2003 - August 2007
Skills
Talent Management, Coaching, Employee Relations, Employee Engagement, Leadership Development, Public Speaking, Organizational..., Team Building, Excel, Candidate Selection, Microsoft Excel, Personnel Management, Employee Training, Human Resources, Performance Management, Talent Acquisition, Time Management, PeopleSoft, Recruiting, Training, Deferred Compensation, Succession Planning, Operations Management, Onboarding, Organizational..., Hiring, Interviews, Strategic Planning, Leadership, HRIS, Management, Employee Benefits, Workforce Planning, Labor Relations, College Recruiting, Benefits Administration, Conflict Resolution, Employment Law, Applicant Tracking...
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, General Management/Human Resources
Brigham Young University 1997 — 2003
BA, Spanish
Texas Realty Source, LLC August 2013 - Present
RE/MAX on Main August 2005 - August 2013
Rooms To Go May 2010 - March 2012
Wine Shop at Home April 2009 - January 2012
Citigroup August 1999 - March 2006
Essilor of America July 1994 - August 1999
Greater Lewisville Family YMCA January 1993 - December 1994
Skills
Real Estate, Selling, Negotiation, Excel, Contract Negotiation, Word, Microsoft Office, Retail, Wine Tasting, Public Speaking, Social Media, PowerPoint, Customer Relations, Team Building, Microsoft Excel, Marketing, Customer Service, Project Management, Time Management, Sales Management, Account Management, Sellers, Leadership, Customer Satisfaction, Social Media Marketing, Social Networking, Training, Sales
Education
Brookhaven Community College 1991 — 1993
Associates, Liberal Arts
Goldman Sachs June 2015 - Present
Young Brainpower Inc June 2013 - June 2015
Citigroup August 2011 - June 2013
Royal Bank of Scotland March 2006 - December 2008
Bank of America August 2002 - February 2006
Zannet Securities, Inc. June 2000 - August 2002
Skills
Capital Markets, Fixed Income, Private Equity, Financial Modeling, Investments, Equities, Investment Banking, Bloomberg, Equity Derivatives, Trading, Valuation, Emerging Markets, Derivatives, Corporate Finance, Financial Analysis, Structured Finance, Bonds, Hedge Funds, Equity Research, FactSet, Microsoft Excel, Microsoft Word, PowerPoint, Film, Product Development, Entrepreneurship, Originations, Underwriting, Sales, Relationship Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Brandeis University 1996 — 2000
BA, Economics, Philosophy
Saint Benedict's Preparatory School 1992 — 1996
High School, High School/Secondary Diploma Programs
Dow Jones May 2013 - Present
Citigroup December 2010 - December 2012
JB Drax Honore September 2009 - September 2010
MF Global July 2004 - September 2009
Skills
Digital Media, Client Development, Customer Service, Social Media, CRM, Facebook, Account Management, Sales Support, Salesforce.com, Team Leadership, Business Development, Sales Operations, Project Management, Social Media Marketing, Marketing Strategy, Event Management, Strategic Planning, Video Editing, Audio Editing
Education
Monmouth University 1996 — 1998
Bachelors, Communication and Media Studies
Brookdale Community College 1994 — 1996
Associates, Business, Management, Marketing, and Related Support Services
Capital One Home Loans January 2015 - June 2015
Capital One September 2012 - December 2014
Capital One August 2010 - August 2012
GMAC ResCap Ally Bank Ocwen Financial April 2007 - July 2010
Chase Home Finance September 2006 - May 2007
Citi Financial Mortgage May 2005 - August 2006
Citigroup September 2001 - December 2004
Skills
Lean Management, Six Sigma, Agile Project Management, Loss Mitigation, Cross Functional..., Mortgage Banking, Mortgage Lending, Loan Servicing, Leadership, Default, Lean Thinking, Call Centers, Credit, Management, Banking, Portfolio Management, Training, Team Building, Mortgage Servicing, Finance, Risk Management, Project Management, Foreclosures, Cross-functional Team..., Strategic Planning, Process Improvement, FHA, Program Management, Budgets, Asset Management, Bankruptcy, Change Management, Business Process..., Short Sales, REO, Asset Managment, Business Process..., Process Management, Kindness, Relationship Management, Long Term Relationship..., LPS Desktop, Influence Others, Scrum, Visual Management..., Auto Finance, Job Coaching, Employee Wellness, Associate Development, Customer Relations
Education
Brigham Young University
Clear Horizon Leadership January 2014 - Present
Strengths Strategy, Inc. 2015 - Present
Syncada LLC November 2009 - November 2013
Fortent 2007 - 2009
Citigroup 2005 - 2007
ELM Resources 2005 - 2007
Citigroup 2003 - 2005
Citigroup 1999 - 2003
Citigroup 1996 - 1999
Gerber Products Company (purchased by Nestle) 1990 - 1996
Skills
Start-ups, Strategic Planning, Program Management, Risk Management, Banking, Business Strategy, Mergers, Leadership, Business Analysis, Financial Services, Strategy, Change Management, Business Development, Product Management, Outsourcing, Process Improvement, Vendor Management, Mergers & Acquisitions, Analytics, Business Process..., Analysis, Management Consulting, Management, Cross-functional Team..., Training, Strategic Partnerships, CEOs, New Business Development, Marketing, Governance, Finance, Financial Analysis, Account Management, Project Management, Business Intelligence, CRM, Coaching, Team Leadership, Operations Management, Board of Directors, Performance Management, Business Planning, Executive Management, Organizational..., Talent Management, Emerging Markets, Global Business..., Product Development, Team Management, Team Building
Education
The American University in Cairo 1983 — 1984
Advanced Arabic language studies
University of South Carolina - The Moore School of Business
IMBA, Finance, Arabic language track
Brigham Young University
BA, International Relations
Banner Health June 2015 - Present
Conifer Health Solutions April 2015 - May 2015
HonorHealth February 2013 - April 2015
San Juan Regional Medical Center September 2008 - February 2013
Desert Radiologists June 2007 - January 2008
Citigroup November 1998 - April 2007
Castleview Hospital October 1993 - June 1998
Eastern Idaho Regional Medical Center October 1990 - October 1993
Pioneer Valley Hospital April 1989 - October 1990
Education
Northern Arizona University
Master of Business Administration, Business Administration and Management, General
Brigham Young University
Bachelor of Science, Finance
Worldpay October 2014 - Present
Verifi November 2013 - August 2014
WorldPay November 2012 - October 2013
EnerBank USA August 2011 - November 2012
Professional Education Institute February 2007 - August 2011
Sof'Solutions 2006 - 2007
JPMorgan Chase April 2002 - November 2004
Citigroup January 2000 - December 2001
American Express January 1995 - December 2000
Kostopulos Dream Foundation January 1999 - January 2000
Skills
Strategic Planning, Partnership Development, Marketing Strategy, New Business Development, Program Management, Account Management, Business Relationship..., Client Development, Direct to Consumer, Sales Presentations, Closing Deals, Negotiation, Cross-functional Team..., Strategic Partnerships, Business Development, Competitive Analysis, Deal Closure, Leadership, Management, Social Media Marketing, Lead Generation, Partnerships, Sales, Business Strategy, B2B, Marketing, Market Analysis, Entrepreneurship, Direct Sales, Sales Management, Salesforce.com, Team Leadership, Sales Process, Advertising, Team Management, Market Planning, Budgets, Marketing Communications, CRM, Strategy, Direct Marketing, E-commerce, Start-ups, Product Marketing, Segmentation, Online Marketing, Customer Acquisition, Online Advertising, Pricing, P&L Management
Education
uintah hgh
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uintah hgh
Brigham Young University 1986 — 1989
BS, Business Mgmt - Finance
University of LaVerne 1990 — 1992
MBA, Marketing
Sabre Corporation December 2011 - Present
US Airways January 2010 - December 2011
US Airways January 2009 - December 2009
US Airways 2007 - December 2008
Citigroup 2003 - 2005
Education
Brigham Young University 2005 — 2007
MBA
Brigham Young University 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Citigroup June 2014 - Present
Downtown Boston BID January 2014 - May 2014
Rialto Capital Management June 2013 - August 2013
AREA Property Partners LP May 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Due Diligence, Financial Analysis, Asset Managment, Microsoft Office, Real Estate, Trepp, REIS, Real Capital Analytics, CMBS, Bloomberg Terminal, International Real..., Commercial Real Estate, Mezzanine Lending, Argus Modeling, Asset Management
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Politics & Business
The Hebrew University of Jerusalem
Tulare Ag Products January 2013 - Present
Goldman Sachs March 2010 - January 2013
Brigham Young University December 2007 - January 2010
Citigroup July 2008 - December 2008
Global Financial Advisors September 2007 - April 2008
Sanmina-SCI 2007 - 2007
Skills
Credit Risk, Analysis, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Finance
Education
Brigham Young University 2002 — 2009
Bachelor of Science (B.S.), Business Management, Finance
BlackRock 2015 - Present
Barclays Investment Bank 2010 - 2015
Citigroup 2008 - 2010
Standard and Poor's 2006 - 2008
Celanese 2003 - 2006
Skills
Fixed Income, Performance Attribution, Market Risk, Portfolio Optimization, Portfolio Analysis, Portfolio Management, Derivatives
Education
The University of Texas at Dallas
MBA, Finance
Brigham Young University
B.S., Chemical Engineering
Zions Bank June 2013 - February 2014
Goldman Sachs December 2012 - April 2013
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. May 2012 - December 2012
Old Mill Condominium April 2008 - December 2012
Citigroup January 2010 - July 2010
The Church of Jesus Christ of Latter-day Saints January 2009 - January 2010
Brigham Young University October 2007 - April 2009
The Church of Jesus Christ of Latter-day Saints July 2007 - December 2008
Rock Star Auto Glass April 2007 - July 2007
Skills
Data Analysis, Microsoft Excel, Finance, PowerPoint, Microsoft Office, Analysis, Fortis, Yardi, Preqin, Adobe Acrobat, Mac, Leadership, Strategy, Budgets, Business Strategy, Research, Strategic Planning, Financial Analysis, Management, Customer Service, Public Speaking
Education
Brigham Young University 2007 — 2010
Business, Finance
Brigham Young University 2007 — 2010
Bachelor of Science (B.S.), Finance, General
December 2010 Brigham Young University 2007 — 2010
Bachelor of Science, Finance
Citigroup February 2014 - Present
International Monetary Fund October 2011 - January 2014
Johns Hopkins School of Advanced International Studies August 2011 - December 2011
U.S. Department of Treasury International Affairs January 2010 - May 2011
Center for European Policy Analysis June 2008 - August 2008
Fulbright Commission September 2006 - June 2008
Skills
Economics, Foreign Policy, Policy Analysis, Government, International Economics, Policy, International Relations, Economic Development, International..., Politics, Econometrics, Political Science, Public Policy, Research, Stata, Strategy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, International Economics, International Relations (European Studies)
Bowdoin College 2002 — 2006
B.A., Economics, German
MERCEDES-BENZ FINANCIAL SERVICES - USA April 2012 - Present
AQUATHERM January 2012 - April 2012
CITIGROUP November 2008 - June 2011
INDUSOFT September 2006 - October 2008
BANCO SANTANDER July 2005 - September 2006
Skills
Supply Chain Management, Supply Chain, Product Development, Logistics, UML, Project Management, VBA, Spanish, Portuguese, Process Improvement, Team Leadership, Financial Analysis, Business Strategy, SQL, Forecasting, Market Research, Negotiation, Analysis, Data Analysis, Microsoft Excel, Business Analysis, Competitive Analysis, Cross-functional Team...
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA), Major: Operations Management, Minor: IT Management
Universidade Federal de São Carlos 2001 — 2006
Bachelor, Computer Science
Home November 2013 - Present
Home January 2011 - November 2013
Zappos.com January 2010 - December 2010
Zappos.com July 2007 - January 2010
Citigroup June 2004 - July 2007
FASB June 2003 - June 2004
Financial Accounting Standards Board (FASB) 2003 - 2004
Ernst & Young June 2002 - March 2003
Skills
US GAAP, Financial Analysis, Auditing, SEC filings, Product Development, Internal Controls, Microsoft Excel, QuickBooks, Budgets, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
University of Nevada-Las Vegas 2010 — 2010
HTML
San Diego State University-California State University 2000 — 2002
Bachelor of Science, Accounting
Brigham Young University 1998 — 2000
SIGA Technologies, Inc. February 2010 - February 2014
Oregon State University 2009 - 2010
Citigroup 1999 - 2008
Arthur Andersen LLP 1998 - 1998
Skills
Employee Relations, Performance Management, Onboarding, Conflict Resolution, HR Policies, Benefits Administration, Talent Management, Employee Engagement, Talent Acquisition, Interviews, Personnel Management, Human Resources, HR Consulting, Succession Planning, Culture Change
Education
Brigham Young University 1996 — 1999
Master of Organizational Behavior, Business Administration and Management
Brigham Young University 1989 — 1996
Bachelor of Science (B.S.), Health Sciences
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Huntington National Bank March 2012 - Present
The Kessler Group March 2011 - March 2012
Alliance Data March 2007 - December 2010
Alliance Data June 2006 - March 2007
Bank Of America November 2003 - May 2006
Bank of America May 2002 - November 2003
The Hartford 2000 - 2002
Citigroup 1996 - 2000
Merck 1992 - 1996
Capitol Records 1989 - 1992
Skills
New Business Development, Client Management, Contract Negotiation, P&L responsibility, Marketing Strategy, Cross Selling Strategy, Product Development, Product Management, Strategic Planning, Operational Planning, Product Marketing, Sales Management, Financial Modeling, Financial Analysis, Budget Oversight, Partner Relationships, CRM, Strategy, P&L Responsibility, Program Management, Partner Management, Forecasting, Business Development, Business Planning, Credit Cards, Management, Business Strategy, Budgets, Financial Services, Entrepreneurship, Analytics, Mergers & Acquisitions, Leadership, P&L Management, Banking, Credit, Executive Management, Start-ups, Analysis, Portfolio Management, Segmentation, Finance, Sales, Selling, Marketing, Pricing, Retail
Education
Iona College 1996 — 1998
MBA
Boston University Questrom School of Business 1985 — 1989
BSBA
Nexthera Capital July 2015 - Present
Millennium Partners March 2012 - July 2015
Citi June 2008 - March 2012
Citigroup August 2009 - July 2010
Leerink Swann September 2007 - May 2008
Northwestern Mutual May 2007 - September 2007
DormAid January 2006 - May 2007
Skills
Bloomberg Terminal, FINRA, Capital Markets, Equities, Microsoft Word, Financial Markets, Due Diligence, VBA, Investment Management, Portfolio Management, Financial Modeling, Management, Equity Valuation, FX Options, Corporate Finance, Options, Microsoft Excel, Fixed Income, Risk Management, Financial Analysis, Hedge Funds, Securities, Strategic Financial..., Competitive Analysis, Series 7, Private Equity, Venture Capital, Analysis, Alternative Investments, Research, Quantitative Analytics, Data Analysis, Trading, Investment Banking, Asset Managment, Valuation, Emerging Markets, Mutual Funds, Business Strategy, Trading Systems, Equity Research, Mergers, Investments, Bloomberg, Finance, Equity Trading, Economics, Microsoft Office, Business Development, Derivatives
Education
Brandeis University 2004 — 2008
Bachelor of Science (BS), BS Biology, BA History, Business
Spectra Contract Floring July 2012 - Present
Citigroup November 2008 - July 2012
Idearc Media December 2007 - August 2008
M DESIGNS June 2005 - December 2007
FLOORING SERVICES, LTD September 2000 - June 2005
SHAW CONTRACT FLOORING, INC June 1996 - September 2000
Skills
Inside Sales, Sales Support, After Sales Support, Construction Estimating, Public Relations, Building Relationships, Outstanding Customer..., Executive Support, Office Management, Expense Budgeting, Interior Design, Microsoft Office 2007, Microsoft Office 2003, Microsoft Visio, PeopleSoft, Great People Skills, Organizing, Customer Satisfaction, Visio, Customer Service, Budgets, Sales Operations, Outlook, Leadership, Sales, Strategic Planning, Contract Negotiation, Team Building, Project Management
Education
Brookhaven Community College 1992 — 2001
Computer Science Engineering
Richland Community College
Computer Science
Quest Diagnostics December 2009 - Present
Citigroup February 1999 - December 2009
Skills
Troubleshooting, Help Desk Support, System Deployment, Management, Windows 7, Technical Support, Customer Service, VPN, Security, VMware, Software Documentation, XP, Windows XP Pro, Information Technology, Outlook, HL7, Recruiting, Remote Access, Windows XP, EMR, EHR, Employee Training, User Interface, eMDs, eCW, eClinical Works, Practice Partner, Centricity, Windows, Tier 2, Dameware, Cisco VPN, Desktop Application..., Password Resets, Healthcare Information..., Desktop Computers, Microsoft Office, Technical Team Lead, Technical Trainer, Active Directory, Hardware, Microsoft Exchange, Remote User Support, Analysis, Positive Team Player, Remote Desktop, System Administration, Visio, Software Installation, Networking
Education
Devry University 2008 — 2014
BS, Technical Management in Information Security
Brookdale Community College 1989 — 1991
Associate's degree, Business Administration, Management and Operations
Dealertrack Systems, Inc. March 2013 - Present
Braid Software, Inc. April 2011 - March 2013
Vision Solutions 2008 - 2011
Vision Solutions 2006 - 2008
Vision Solutions 2003 - 2006
Content Watch, Inc. 2001 - 2003
Citigroup 2000 - 2001
Park City Group 1995 - 1998
Assist International 1987 - 1995
Skills
AS400, Quality Assurance, I5, IBM iSeries, OS/400, RPG, iSeries, DB2, SQL, Disaster Recovery, High Availability, Programming, System Administration, Websphere, Operating Systems, Linux, Databases, Replication, SDLC, Java, TCP/IP, Business Continuity, Integration, COBOL, HTML, Problem Solving, Architecture, IT Management, Systems Analysis, Requirements Analysis, Software Development, Agile Methodologies, SaaS, Testing, Software Project..., Database Design, Business Intelligence
Education
Brigham Young University 1979 — 1981
MBA, Finance, Software Development
University of Utah
Bachelor of Science (B.S.), Medical Technology
Citigroup April 2013 - Present
Morrison & Foerster LLP December 2011 - April 2013
Morgan, Lewis & Bockius LLP October 2008 - December 2011
HBO May 2006 - August 2006
Cravath, Swaine & Moore LLP May 2005 - August 2005
U.S. Department of Justice May 2004 - August 2004
Skills
Structured Products, Securities Regulation, Corporate Governance, Corporate Law, Mergers & Acquisitions, Securities, Capital Markets, Legal Research, Private Placements, Equities, Mergers, Legal Writing, IPO, Securitization, Financial Structuring, Derivatives
Education
New York University 2001 — 2005
Bachelor of Arts in History (Honors) and Political Science, summa cum laude
Boston University School of Law 2005 — 2008
Juris Doctorate
Credit Suisse March 2015 - Present
Citigroup June 2012 - February 2015
Citigroup June 2011 - August 2011
Lunt Capital Management January 2011 - April 2011
Global Financial Advisors January 2011 - April 2011
Accretive Capital Partners September 2010 - December 2010
Skills
Valuation, Financial Modeling, Investments, Finance, Risk Management, Portfolio Management, Microsoft Excel, Competitive Analysis, Financial Analysis, Economics, Management, Hedge Funds, Financial Risk, Mutual Funds, Loans, Investment Banking, Bloomberg Terminal, Entertainment Industry, Banking, Corporate Finance, Bloomberg, Equities, DCF, Credit Analysis
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Finance (Business Management)
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase & Co. September 2008 - June 2014
Citigroup April 2007 - September 2008
Oracle November 2005 - March 2007
Hexaware Technologies August 2004 - November 2005
Skills
PeopleTools, PeopleSoft, Java, JavaScript, PHP, Oracle SQL, Oracle PL/SQL..., SDLC, MySQL, Web Design, Tuxedo, Weblogic, Oracle, Integration, Project Management, Web Services, HTML 5, CSS, PeopleSoft CRM, PeopleCode, Unix, Control-M, Workflow, Performance Tuning, Code Review, Software Architectural..., jQuery, SQR, Functional Requirements, Technical Design, XML Publisher, Zend Framework, iBatis, Production Support, PL/SQL, J2EE Application..., JSP, EJB, JSF, JSTL, Spring, Servlets, Microsoft SQL Server, Business Process, Oracle HR, Testing, PMP
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
Adichunchanagiri Institute of Technology
Bachelor of Engineering (B.E.), Computer Science & Engineering
Citigroup January 2006 - October 2013
Unisen 2003 - 2006
AGF Funds 1996 - 2003
20/20 Group of Funds September 1993 - September 1996
Richardson Greenshields 1989 - 1993
Skills
Financial Services, Securities, Risk Management, Mutual Funds, Asset Managment, Vendor Management, Relationship Management, Banking, Leadership, Business Analysis, Business Process..., Call Centers, Client Services, CRM, Change Management, Equities, Executive Management, Management, Outsourcing, Strategic Planning, Investments, Asset Management
Education
Brock University
Nauvoo House PresidentCandlelight Clean Energy
Candlelight Marketing January 2004 - Present
Radio Show Host 2007 - 2008
Radio Show Host 2007 - 2008
Kelly Services September 1997 - June 2000
Citibank September 1982 - July 1997
Citigroup 1982 - 1997
Education
Brigham Young University 1972 — 1976
Wells Fargo January 2010 - Present
Citigroup May 2009 - January 2010
Merry Maids April 2008 - March 2009
Clearwire July 2005 - December 2007
Enterprise Fleet Services November 2000 - January 2005
American Express Financial Advisors March 2000 - November 2000
Skills
Telecommunications, Management, Selling, Business Development, Finance, Sales, B2B, Wireless, Analysis, Investments, Sales Operations, Small Business, Loans, Mortgage Lending, Customer Service, Sales Management, Team Building
Education
Bridgewater State University 1993 — 1997
B.S., Management, Finance
Boston Latin School 1979 — 1985
Kensington Realty Group, Inc. March 2003 - Present
Kensington Capital Group, Inc. March 2000 - Present
Citigroup August 2000 - December 2002
Security First Group / METLIFE January 1998 - August 1998
Federal Reserve October 1992 - December 1997
Merrill Lynch October 1991 - October 1992
Skills
Valuation, Investments, REO, Foreclosures, Banking, Residential Homes, Real Estate Development, Private Equity, Due Diligence, Portfolio Management, Commercial Real Estate, Business Development, Investment Management, Sales, Financial Analysis, Venture Capital, Relationship Management, Cash Management, Commercial Banking, Treasury, New Business..., E-business, Real Estate Financing, Property, Short Sales, Sellers, Real Property, Mortgage Lending, Investment Properties, Loans, Management, Single Family Homes, FHA, Real Estate, Resellers, Real Estate Transactions, Property Management, Asset, Forecasting, Buyer Representation, Investors, Relocation, Buyers, Luxury, Selling, Strategic Partnerships, Financial Modeling, Analysis, 1031 Exchanges, Condos
Education
The University of Texas at Austin 1998 — 2000
MBA, Business
Bowdoin College 1986 — 1991
BA, Economics, Political Science
Robert Louis Stevenson High School 1982 — 1986
General Education, General Studies
Holmdel School District October 2013 - Present
Children's Tumor Foundation 2005 - 2010
Hoffmann LaRoche 2000 - 2004
Independent Contractor 1999 - 2001
Smith Barney 1994 - 1998
Shearson Lehman Bros. 1992 - 1994
Citigroup 1990 - 1992
M&T Bank 1989 - 1990
Skills
Fundraising, Recruiting, Nonprofits, Personnel Management, Volunteer Management, Human Resources, Event Planning, Community Outreach
Education
Monmouth University 1986 — 1989
BA
Brookdale Community College 1984 — 1986
A.A.
St. John Vianney Hs 1980 — 1984
St. Brigid
Teachers College of Columbia University
M.A.
Bank of America October 2012 - Present
Forex Capital Markets 2008 - 2012
Citigroup June 2007 - September 2008
Telcordia September 2005 - June 2007
Telcordia Technologies January 2001 - August 2005
Bowie State University March 1999 - December 2000
Sacher January 1993 - December 1998
Skills
Java, J2EE, JMS, JAXP, XML, JVM, JAAS, JDBC, SQL, Websphere, Weblogic, Tomcat, HttpAnalyzer, AppCenter, HTML, CVS, Perforce, Java Enterprise Edition, Unix, PL/SQL, Web Services, Oracle, JSP, Subversion, Eclipse, Linux, WebLogic, WebSphere
Education
Bowie State University 1999 — 2000
Master, Computer Science, 3.85 / 4.00
Yerevani Petakan Hamalsaran 1987 — 1992
PhD program (ABD), Theoretical Physics, 5.00 / 5.00
Yerevani Petakan Hamalsaran 1982 — 1987
Bachelor / Master of Science, Theoretical Physics
Citigroup April 2002 - Present
Citigroup (Asset Mangement\CTI) 2002 - Present
Crypographic Appliances April 2000 - April 2002
Interworld Corporation January 1999 - May 2000
Citibank September 1997 - January 1999
Education
Brandeis University 1990 — 1993
Citigroup, Global Transaction Services October 2007 - June 2010
Citigroup, Global Transaction Services October 2006 - October 2007
Citigroup/Commercial Business Group August 2004 - October 2006
Citibank September 2003 - August 2004
Citigroup/Asia Pacific Consumer Bank April 2002 - September 2003
Citigroup/Citicorp Data Systems Inc March 2001 - April 2002
Citigroup May 2000 - March 2001
Education
Brigham Young University 1998 — 2000
MA, Organizational Behavior
Brigham Young University 1992 — 1998
BA, International Rlelations
JPMorgan Chase August 2011 - Present
Citigroup January 2011 - July 2011
Citigroup October 2006 - December 2010
Citigroup May 2005 - October 2006
JetBlue Airways May 2004 - August 2004
Ascend Alliance May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints July 2000 - July 2002
Education
Brigham Young University
BA, Political Science, Spanish
Cisco January 2014 - Present
Cisco Systems August 2010 - December 2013
Cisco Systems August 2009 - August 2010
Cisco Systems June 2008 - August 2009
Citigroup June 2007 - August 2007
Skills
College Recruiting, Organizational..., Talent Development, Organizational Design, Talent Management, Organizational Behavior, Employee Relations, Succession Planning, Organizational..., Performance Management, Leadership Development, Executive Coaching, Organizational Change, Interviewing, Coaching, Strategic Planning, Workforce Planning, Spanish, Team Leadership, Change Management, Management, Strategy, Leadership, Human Resources, Cross-functional Team..., Interviews, Personnel Management, Recruiting
Education
Brigham Young University 2006 — 2008
MBA, Organizational Behavior/Human Resources
Brigham Young University 1995 — 2001
BA, English
Citigroup 2006 - 2008
Java Street Productions 1986 - 1990
Education
Brigham Young University
Theater, Classical Languages
University of Utah
Ballet and Modern Dance
Bill & Melinda Gates Foundation June 2015 - Present
Bill & Melinda Gates Foundation January 2015 - June 2015
Bill & Melinda Gates Foundation February 2012 - December 2014
Federal Reserve Bank of New York September 2008 - February 2012
Federal Reserve Bank of New York 2001 - 2002
Citigroup 2000 - 2001
Citigroup 1998 - 2000
Eastman Kodak July 1997 - December 1997
FBI 1995 - 1996
U.S. Department of State 1990 - 1990
Skills
Due Diligence, Research, Policy Analysis, Spanish, Getting The Job Done, Performance Metrics, Metrics Reporting, Measurement Tools, Web Development, Web Analytics, Business Analysis, Data Analysis, Project Management, Russian, Management, Business Process..., Social Impact
Education
University of South Carolina - The Moore School of Business 1996 — 1998
MBA, International Business
Brigham Young University 1989 — 1993
BA, International Relations, Spanish/Latin American Literature
EYC February 2010 - Present
EYC August 2005 - March 2010
Freemans 2004 - 2005
Lloyds TSB September 2003 - April 2004
Citigroup September 2002 - September 2003
Skills
Analytics, Management, Predictive Modeling, Data Analysis, Data Warehousing, Marketing Strategy, Customer Acquisition, Analysis, Customer Insight, Segmentation, Strategy, FMCG
Education
Bournemouth University 1998 — 2002
Business Decision Information Studies
Goldman Sachs June 2012 - Present
Deutsche Bank March 2011 - June 2012
Standard & Poor's August 2007 - April 2011
Citigroup October 2003 - August 2007
The Church of Jesus Christ of Latter Day Saints 1998 - 2000
Skills
Bloomberg, Budgets, Databases, Derivatives, Due Diligence, Financial Modeling, Fixed Income, Hedge Funds, Management, Mandarin, Microsoft Excel, Securities, Time Management, Structured Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA)
Brigham Young University 1997 — 2003
BA, Chinese
Waterford 1995 — 1997
The Ferrette Law Firm January 2013 - Present
NYU Stern School of Business 2006 - Present
The Catholic University of America January 2013 - May 2013
University of Baltimore School of Law May 2010 - June 2012
Cadre Legal pllc September 2007 - July 2010
Robert Half Legal May 2009 - December 2009
Guydon Love LLP September 2007 - July 2009
Arnold & Porter LLP January 2006 - September 2007
Fashion Institute of Technology September 2005 - December 2005
Citigroup June 2001 - November 2005
Skills
Corporate Law, Corporate Governance, Due Diligence, Financial Regulation, Securities Regulation, Investment Advisor..., Investment Company Act, Non-profits, Legal Writing, Litigation, Mergers & Acquisitions, International Law, Nonprofits, Employment Law, Hedge Funds, Teaching, Legal Compliance, Legal Advice, Legal Assistance, Securities, Policy, Legal Research, Commercial Litigation, Intellectual Property, Administrative Law, Civil Litigation, Mediation, Licensing
Education
International Language Institute 2011 — 2011
Arabic Language and Literature
The Catholic University of America, Columbus School of Law 1997 — 2000
JD, Law
The Catholic University of America 1997 — 2000
MA, International Political Economics
Bowdoin College 1990 — 1994
AB, Double major: Sociology and Government
School for International Training 1992 — 1992
Study Abroad, Nigeria - society and political structures
Banneker 1986 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Cenovus Energy September 2010 - Present
TransCanada May 2008 - April 2010
Celero August 2007 - May 2008
Citigroup March 1996 - September 2006
BSG UK March 1995 - March 1996
P&O September 1993 - March 1995
Skills
Vendor Management, Requirements Analysis, Project Management, Business Process, Business Analysis, Business Process..., Requirements Gathering, Project Coordination, Governance, Management, MS Project, Team Building
Education
Bournemouth University 1989 — 1993
Bsc, Information Systems Management
West Monmouth Comprehensive 1981 — 1986
Oticon Inc. November 2008 - Present
Citigroup October 1978 - April 2007
Education
Parsons School of Design 1982 — 1984
Brookdale Community College
Non Degree, PMP Certification
Citi December 2012 - Present
Citi August 2011 - December 2012
Citi June 2009 - August 2011
Citigroup January 2009 - June 2009
Citigroup April 2008 - January 2009
Citigroup July 2007 - April 2008
ConocoPhillips November 2006 - May 2007
Intel Corporation May 2006 - August 2006
Skills
Operations Management, Continuous Process..., People Management, Cross-functional Team..., Driving Results, Cost Reduction, Quality Assurance, Leadership
Education
Texas A&M University - Mays Business School 2006 — 2007
MBA, Business Administration and Management, General
Brigham Young University
BS, Psychology
Independent Consulting April 2007 - Present
Citigroup June 2002 - June 2007
Independent Technology Consultant March 1990 - May 2002
Education
Brigham Young University
BS - Cum Laude, Psychology and Civil Engineering
Brigham Young University
PhD, Instructional Psychology - Human Factors in computer assisted instruction
Liberty Mutual Insurance May 2015 - Present
Vantiv February 2012 - May 2015
Citigroup June 2007 - February 2012
Citi January 2001 - June 2007
Fifth Third Bank January 2000 - December 2000
Fifth Third Bank June 1995 - January 2000
Skills
Credit Cards, Risk Management, Process Improvement, Relationship Management, Vendor Management, Portfolio Management, Banking, Business Analysis, Call Center, Business Process..., Project Portfolio..., Program Management, Change Management, Financial Risk, Cross-functional Team..., Financial Services, Strategic Planning, Credit, Project Management, Agile Methodologies, Certified Scrum Master..., Management, Leadership, PMO, Outsourcing, SDLC, CRM, Strategy, Analytics, Analysis, Business Process, Payments, Negotiation, Customer Satisfaction, Finance, Governance, Business Requirements, Forecasting, Executive Management, Visio, Financial Analysis, Accounting, Team Leadership, Operations Management, Team Management, Team Building, Financial Modeling, Customer Service, Budgets, Business Development
Education
University of Cincinnati College of Business 1993 — 1995
MBA, Finance
Bowling Green State University 1987 — 1991
BSBA, Finance
CoreLogic November 2013 - Present
CoreLogic July 2013 - October 2013
CoreLogic September 2012 - July 2013
Express Scripts (Formerly Medco Health Solutions) April 2010 - June 2012
Medco Health Solutions June 2009 - April 2010
HSBC October 2008 - June 2009
HSBC May 2005 - October 2008
Citi October 2003 - May 2005
Citigroup May 2001 - October 2003
Citi February 1998 - May 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Applicant Tracking..., Organizational Design, HR Policies, Policy, Onboarding, Compensation, Talent Development, Succession Planning, Workforce Planning, Employee Engagement, Performance Management, HR Strategy, Organizational..., Human Resources, Leadership Development, Change Management, Organizational..., Recruiting, College Recruiting, New Hire Orientations, Sourcing, Technical Recruiting, Training Delivery, Coaching, Performance Appraisal, Process Improvement, Performance Improvement, Employee Training, Training, Career Development, Workshop Facilitation, Internal Communications, Culture Change, Employee Recognition, Vendor Management, Management, Program Management, Personnel Management, Strategic Planning, Employee Benefits, Deferred Compensation, Leadership, Labor Relations, HRIS, Strategy, Temporary Placement, Team Building
Education
Bradley University 1988 — 1992
BS, Business Mgmt & Administration
Mundelein High School
Citigroup April 2014 - Present
Citigroup September 2010 - Present
Moody's Investors Service September 2008 - September 2010
ARAMARK April 2007 - November 2007
Skills
Derivatives, Bloomberg, Equities, Fixed Income
Education
Boston University Questrom School of Business 2004 — 2008
Zions Bank February 2007 - Present
United Plastics Group, Inc. February 2003 - February 2007
Citigroup June 1987 - October 2002
Continental Illinois National Bank June 1982 - June 1987
Skills
Marketing, Leveraged Finance, Mergers, Financial Analysis, Process Improvement, Budgets, Mergers & Acquisitions, Analysis, Banking, Management, Accounting, Finance, Investments, Financial Modeling, Cash Management, Start-ups, Team Building, Business Planning, Business Process..., Operations Management, Relationship Management, Business Development, Risk Management, Corporate Finance, Commercial Banking, Credit, Due Diligence, Private Equity, Business Strategy, Leadership, Strategic Planning, Commercial Lending, Credit Risk, Managerial Finance, Portfolio Management, Executive Management, Credit Analysis, Valuation, Forecasting, Treasury Management, Loans, Strategy, Capital Markets, Small Business Lending, Financial Risk
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Finance & Investments
Brigham Young University 1978 — 1980
BS, Finance & Investments
eWoodShops September 2008 - Present
CitiGroup 2001 - May 2008
The Associates 1990 - 2000
Jayco, Inc. July 1997 - August 1998
Education
Bowling Green State University 1981 — 1985
Mariner Investment Group, LLC November 2014 - Present
ORIX Corporate Capital April 2012 - November 2014
ORIX Corporate Capital October 2009 - April 2012
Highland Capital Management January 2009 - October 2009
Highland Capital Management February 2007 - January 2009
Citigroup August 2005 - January 2007
Deutsche Bank Securities 2000 - 2003
Skills
Financial Modeling, Credit Analysis, Private Equity, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Hedge Funds, Capital Markets
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance
Brigham Young University 1994 — 2000
BS, International Finance
Goldman Sachs March 2014 - Present
Citigroup 2006 - Present
Citi May 2006 - March 2014
Skills
Due Diligence, Banking, Bonds, Securities, Portfolio Management, Investment Banking, Financial Analysis, Emerging Markets, Financial Modeling, Credit, Fixed Income, Trading, Investment Management, Corporate Finance, Debt Restructuring, Capital Markets, Business Strategy, Investments, Private Placements, Credit Analysis, Financial Structuring, Valuation, Securitization, Mergers & Acquisitions, Asset Management, Financial Markets, Funding, Syndications, Private Equity, High Yield, Alternative Investments, Asset Allocation
Education
Boston University School of Law 1998 — 2001
Wells Fargo December 2014 - Present
Wells Fargo November 2012 - Present
Wells Fargo Home Lending March 2011 - November 2012
Wells Fargo March 2011 - March 2011
Citigroup October 2005 - February 2011
Northwest Vista College January 2010 - January 2011
University of Nebraska at Kearney August 2001 - August 2005
Bowling Green State University May 2000 - August 2001
Skills
Higher Education, Teaching, Research, Public Speaking, Data Analysis, Curriculum Design, Editing, PROJECT SUPPORT, Training Lead, Reporting for Senior..., Process Improvement, Project Management, Technical Writing, Technical Documentation, Training Needs Analysis, Instructional Design, E-Learning, Microsoft Office, Risk Management, Banking
Education
Bowling Green State University 1998 — 2000
Masters of Fine Arts, Creative Writing/Poetry
University of Nebraska at Kearney 1993 — 1997
BA, English (Writing Emphasis)
citigroup October 2005 - Present
Education
Bowie State University 2001 — 2004
Ms, Information Systems
Law Firm PartnerDewey Ballantine LLP2007 - Present
Dewey and LeBoeuf 2007 - 2009
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2005 - 2007
Citibank 2001 - 2005
Citibank 2001 - 2005
Citi Private Bank 2001 - 2005
Citi 2001 - 2005
Citigroup 2001 - 2005
Chadbourne & Parke LLP 1997 - 2001
Education
Brandeis International Business School 1981 — 1985
BA, Economics
Brandeis University 1981 — 1985
Syosset High School 1978 — 1981
Ernst & Young July 2010 - November 2014
Deutsche Bank July 2009 - July 2010
Morgan Stanley March 2006 - August 2008
Citigroup 2005 - 2006
Columbia University May 2004 - August 2004
Brandeis University 2001 - 2003
Skills
Risk Management, Proprietary Trading, Fixed Income, Derivatives, Banking, Financial Markets, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, VBA, Business Strategy, Quantitative Analysis, Credit Risk, Excel, Risk, PowerPoint, Trading, Strategic Planning, Quantitative Analytics, Financial Risk, Valuation, Finance, Investments, Strategy, Microsoft Excel
Education
Columbia University in the City of New York 2003 — 2005
BSc, Biomedical Engineering
Brandeis University 2000 — 2003
BA, Computer Science
Citigroup July 2007 - Present
Education
Brandeis University 1994 — 1998
Poly Prep
Bank of America December 2014 - Present
Bank of America December 2010 - December 2014
Bank of America August 2008 - December 2010
Bank of America February 2006 - August 2008
Wachovia Corporation May 2004 - February 2006
Citigroup March 2003 - April 2004
GE Mortgage Insurance October 2001 - March 2003
First Union National Bank January 1999 - September 2001
Skills
Analytics, Forecasting, Management, Financial Modeling, Credit Risk, Credit, Financial Analysis, Risk Management, SAS, Financial Risk, Banking, Valuation, Portfolio Management, Financial Services, Finance, Analysis, Loans, Credit Analysis, Consumer Credit...
Education
Clemson University 1994 — 1999
PhD, Applied Economics
Brigham Young University 1990 — 1993
BA, Economics
SkyBridge Capital November 2010 - Present
Citigroup 2006 - October 2010
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company April 2005 - September 2006
Cleary Gottlieb Steen & Hamilton LLP October 1998 - March 2005
Education
Boston University School of Law 1995 — 1998
JD, Law
Bucknell University 1990 — 1994
Bachelor of Arts, International Relations and French
Deutsche Asset & Wealth Management April 2014 - Present
Deutsche Asset Management June 2008 - March 2014
Northwestern Mutual June 2007 - August 2007
Citigroup March 2007 - May 2007
Skills
Excel, International Economics, Web Project Management, IT Strategy, Marketing Strategy, Online Marketing, Data Analysis, Business Strategy, Financial Management, Microsoft Excel, Financial Markets, Leadership, Strategic Planning, Alternative Investments, Series 7, Asset Management, Wealth Management, Forecasting, Investments, Emerging Markets, Valuation, Hedge Funds, Investment Banking, Private Equity, Research, Financial Modeling, Bloomberg, Fixed Income
Education
Copenhagen Business School 2009 — 2009
Master of Arts (M.A.), International Economics and Finance
Brandeis University, Lemberg - International Business School 2007 — 2009
Master of Arts (M.A.), International Economics and Finance
Brandeis University 2004 — 2008
B.A., International and Global Studies, Economics
Mariner Investment Group May 2011 - Present
RoundTable Financial Group July 2010 - May 2011
Camulos Capital LP May 2005 - July 2010
J P Morgan 2000 - 2002
Citigroup 1985 - 1999
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Global Macro, Capital Markets, Investor Relations, Derivatives, Managed Futures, Trading, Capital Raising, Due Diligence, Investment Strategies, Portfolio Management, Investment Management, Investments, Asset Management, Equities
Education
Bowdoin College 1976 — 1980
Bachelor of Arts (BA)
Transamerica Life Canada March 2009 - Present
Citigroup February 2007 - March 2009
State Street March 2006 - February 2007
Dynamic Mutual Funds Ltd. February 2004 - March 2006
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Internal Controls, Variance Analysis, Process Improvement, Business Analysis, Fund Accounting, Financial Accounting, Financial Statements, Insurance, Fund Administration, Account Reconciliation, Investment Fund...
Education
Concordia University 2004 — 2007
MBA, Investment Management
Brock University 2003 — 2003
Master Degree, Accounting
Citigroup 1995 - Present
Skills
SDLC, Data Warehousing, Business Intelligence, Program Management, Enterprise Architecture, Software Project..., PMO, Business Analysis, Vendor Management, Process Improvement, Requirements Analysis, IT Strategy, Banking, PMP, Requirements Gathering, Solution Architecture, Data Modeling, Disaster Recovery, Project Portfolio..., IT Management, ITIL, SOA
Education
Brenau University 1992 — 1995
BS, Business/Computer Science
Delaware County Community College 1979 — 1981
Business
Citigroup July 2015 - Present
Bank of America November 2012 - March 2015
Bank of America June 2006 - November 2012
Health Care Service Corporation 2003 - 2006
Health Care Service Corporation 2001 - 2003
Skills
Privacy Law, Vendor Management, Financial Services, Leadership, Risk Management, Regulatory Examinations, Employee Training, Program Management, Regulatory Compliance, Internal Audit, Enterprise Software, HIPAA, Legal Writing, Legal Research
Education
Brigham Young University—J. Reuben Clark Law School 1993 — 1996
J.D., Law
Brigham Young University
B,S., Psychology
InsideSales.com September 2015 - Present
Russell Reynolds Associates November 2013 - September 2015
Cummins Power Generation 2011 - 2013
Cummins Power Generation 2010 - 2011
Cummins Power Generation July 2009 - 2010
Cerberus Capital Management May 2007 - August 2007
Citigroup July 2001 - March 2007
Skills
Financial Modeling, Marketing Strategy, Strategy, Private Equity, Corporate Development, Valuation, Business Development, Strategic Planning, Corporate Finance, Entrepreneurship, Financial Analysis, Emerging Markets, Sales Management, Cross-functional Team...
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Arts (BA), Economics
Deloitte & Touche LLP September 2010 - August 2014
Group Puma Investment Corp August 2009 - August 2010
Forum Trading Corp August 2008 - August 2009
Citigroup May 1993 - May 2008
Citi February 2000 - March 2004
Citibank 1993 - 1996
Skills
Banking, Risk Management, Risk Assessment, Operational Risk..., Corporate Governance, Governance, Legal Compliance, Corporate Law, Global Regulatory..., Financial Risk, Financial Services, Compliance, Regulatory Requirements, Financial Regulation, Private Banking, AML, Enterprise Risk..., KYC, Sarbanes-Oxley Act, Ethics, Due Diligence, Mergers & Acquisitions, M&A experience, Policy, Financial Institutions, Finance, Capital Markets, Securities, Alternative Investments, Investments, Private Equity, Asset Management, Fiduciary Services, Derivatives, Fixed Interest, Internal Audit, Auditing, Internal Controls, Wealth Management, Investment Banking, Management, Executive Management, Restructuring, Credit, Loans, Strategy, Emerging Markets, Financial Modeling, Financial Structuring, Corporate Finance
Education
Boston University School of Law 1989 — 1990
LLM International Banking Law, International Banking and Securities Laws
Universidad Catolica Andres Bello 1982 — 1987
Attorney at Law, Venezuela's Law
Domo, Inc. June 2015 - Present
Eastman Chemical Company September 2012 - June 2015
Mountain States Health Alliance November 2009 - November 2012
Touchstone Wireless August 2008 - October 2009
Citigroup 2003 - 2008
Chelsea Interactive 2001 - 2002
American Policy Center 2000 - 2001
The Leadership Institute 1998 - 2000
Skills
SQL Server, Business Intelligence, SSRS, SSAS, MySQL, Python, Linux, Pentaho, SSIS, Project Management, Microsoft SQL Server, PL/SQL, Management, SQL Tuning, SQL, Analysis Services, Healthcare Information...
Education
East Tennessee State University 2003 — 2005
MBA, Business Administration
Brigham Young University 1992 — 1998
BA, Political Science
Resolv Corporation March 2009 - July 2009
ScotWebtech Pvt Ltd. August 2008 - February 2009
EOT-IT January 2008 - July 2008
Citigroup January 2007 - January 2008
Bowling Green State University January 2005 - December 2006
Bowling Green State University January 2006 - May 2006
Education
Bowling Green State University 2005 — 2006
M.Ed, Sport Administration
Self Employed December 2009 - Present
CompUSA 2007 - 2008
Citigroup November 1988 - January 2007
Education
Bowling Green State University 1961 — 1965
B.S., Biology & Chemistry
Invesco March 2014 - Present
Shorenstein Properties March 2011 - February 2014
Citigroup November 2010 - March 2011
CB Richard Ellis June 2008 - November 2010
Skills
Real Estate, Valuation, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate Transactions, Asset Management, Investments, Private Equity, Commercial Real Estate, Real Estate Acquisitions, Financial Modeling, Capital Markets, Argus Modeling, Commercial Leasing, Underwriting, Disposition, Real Estate Development, Leases, Corporate Real Estate
Education
Brandeis University
Bachelors, Economics, Philosophy
C-III Capital Partners June 2012 - Present
AREA Property Partners LP May 2011 - August 2011
Corigin Real Estate 2009 - 2010
Citigroup 2007 - 2009
Skills
Valuation, Financial Modeling, Due Diligence, Real Estate Private..., Investment Banking, Private Equity, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Real Estate
Brandeis University 2003 — 2007
BA, Economics
Analysis Group June 2012 - June 2015
Analysis Group June 2010 - May 2012
Analysis Group May 2009 - August 2009
Reech AiM Partners LLP May 2008 - August 2008
Citigroup July 2007 - August 2007
Skills
Quantitative Analytics, Stata, Bloomberg, Econometrics, Economics, Statistical Modeling, Statistics, SAS, VBA, Quantitative Research, Qualitative Research, Analytics, Data Analysis, Financial Modeling, Financial Analysis, Economic Modeling, Economic Research, Bloomberg Terminal, SAS programming, Analysis, Capital IQ, SPSS, SAS Programming
Education
Brandeis University 2006 — 2010
Bachelor’s Degree
South Dakota Trust Company LLC 2002 - Present
Citigroup November 1992 - December 2001
Skills
High Net Worth..., Estate Planning, Wealth Management, Public Speaking, Trusts, Wealth Management..., Wealth, Trust Services, Fiduciary Management, Tax, Estate Tax Planning, Family Office, Asset Protection, Finance, Hedge Funds, Financial Services, Due Diligence, Management
Education
Boston University School of Law
LL.M. Tax, Tax/Estate Planning
College of the Holy Cross
BA
Syracuse University College of Law
J.D., Tax/ Estate Planning
Prudential Real Estate July 2013 - Present
Citigroup 2002 - 2004
Skills
Leadership, Management, Marketing, Nonprofits, Public Speaking, Selling, Social Media
Education
Yale University School of Medicine 1995 — 1997
MPH
Brandeis University 1991 — 1995
BA, Psychology, Sociology
Citigroup September 1987 - December 2013
Education
New York University School of Law 1980 — 1984
LLM - Taxation, Tax
New York University School of Law 1976 — 1979
JD, Law
Brandeis University 1972 — 1976
BA, Politics
Citigroup May 2006 - Present
American Bank FSB February 2004 - May 2006
Skills
Banking, Financial Analysis, Credit, Financial Modeling, Investments, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Equities, Finance, Valuation, Commercial Banking, Financial Services, Credit Analysis, Management, Customer Service, Credit Risk
Education
Bowie State University 2004 — 2008
Bachelor, Business and Administration (Banking and Finance)
KPMG Advisory August 2012 - Present
Brandeis International Business School August 2010 - August 2012
YKB May 2011 - July 2011
Citigroup July 2010 - September 2010
Yapı Kredi Investment May 2010 - July 2010
UBS Wealth Management June 2009 - August 2009
Kartonsan May 2008 - August 2008
Skills
Bloomberg, Matlab, Stata, SPSS, Microsoft Office, Capital IQ, Monte Carlo Simulation, Thomson One, IBIS, Economics, Fixed Income, Derivatives, Bloomberg Terminal, Mathematics, Financial Modeling, Econometrics, Financial Analysis, Project Planning, Event Planning, Business Strategy
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MA, International Economics and Finance
Brandeis University 2007 — 2011
BA, Economics, Mathematics, Wien International Merit Scholarship
Üsküdar American Academy 2003 — 2007
High School, Ranked 4th in a class of 144, Math and Science Track
Gotham Capital Advisors, LLC 2003 - Present
Citigroup 2001 - 2003
BTM Capital Corporation 1998 - 2001
Deutsche Morgan Grenfell 1996 - 1998
Bell Atlantic TriCon 1986 - 1994
GATX 1979 - 1982
Skills
Solar, Structured Products, Hydro, Geothermal, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1975
MBA, Corporate Finance
Bowdoin College 1969 — 1973
A.B., Government, Economics
Tower Hill School 1964 — 1969
One Touch Direct 2014 - Present
Livingston International October 2014 - October 2014
Time Warner Cable March 2012 - July 2014
Time Warner Security January 2006 - March 2012
Various August 1988 - 2012
Choice Hotels International-Rodeway Inn & Spring Lane Motel May 2007 - December 2011
Time Warner Cable July 2003 - January 2006
Cablevision October 2000 - September 2002
Citigroup December 1999 - October 2000
Inchcape Shipping Services September 1999 - December 1999
Skills
Training, Television, Access, Video, Customer Service, Management, Troubleshooting, Editing, Microsoft Excel, Databases, Telecommunications, Account Management, Team Leadership, ITIL, Security, Servers, Human Resources, Microsoft Word, Purchasing, Networking, Leadership, Customer Satisfaction, Commercial Account..., New Account Management, CSG, IControl, ICOMS, DNCS, RIO, Microsoft Office, Outlook, E-procurement
Education
Iowa State University 1982 — 1988
Telecommunicative Arts, Speech Comm, Family & Consumer Sciences
Brookdale Community College 1980 — 1982
Communications, Audio & Television Production-Early Childhood & Elementary Education
JPMorgan Chase May 2009 - July 2015
Citigroup 2005 - 2008
Home Loan Corporation 2000 - 2005
Bank One 1991 - 1995
Skills
Banking, Credit, Mortgage Lending, Customer Service, Loans, Risk Management, Mortgage Banking, Leadership, Credit Analysis
Education
Bowling Green State University 1992 — 1995
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Dell Inc. March 2014 - Present
Dell September 2012 - Present
Dell February 2012 - September 2012
Dell September 2011 - February 2012
Dell March 2011 - September 2011
Dell September 2010 - March 2011
Citigroup 2009 - 2010
Brigham Young University 2007 - 2010
Peck Striping, Inc. August 2006 - July 2007
Brigham Young University 2006 - 2007
Skills
Financial Modeling, Financial Forecasting, Corporate Finance, Strategic Financial..., Microsoft Excel, Sarbanes-Oxley Act, Finance, Revenue Recognition, Spanish, Financial Analysis, VBA, Business Analysis, Credit Risk, Credit Analysis, Lines Of Credit, Foreign Exchange Risk..., HTML, Essbase, SQL, Business Intelligence, Accounts Payable, Foreign Exchange, VAR, Software Accounting, Microsoft Access, Pricing Strategy, Bid Pricing, Software Revenue..., Payroll Accounting, OPEX, Lean Six Sigma
Education
Brigham Young University 2008 — 2010
Bachelor of Science (B.S.), Accounting
LDS Business College 2005 — 2007
Associate's degree, Accounting
Dale Carnegie
Francisco Manyanga Secondary School
Universidade Eduardo Mondlane
Unilever July 2013 - Present
Whitney Museum of American Art September 2012 - January 2013
Unilever June 2012 - August 2012
Citigroup June 2008 - June 2011
Merrill Lynch June 2007 - August 2007
US Department of the Treasury May 2006 - August 2006
Skills
Investments, Financial Modeling, Equities, Cross-functional Team..., Valuation, Economics, Customer Insight
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
B.A, International Relations
Phillips Exeter Academy
Jiafei International Investment January 2013 - Present
RBC Financial Group March 2011 - July 2012
TD Financial Group November 2010 - February 2011
Citigroup August 2008 - June 2010
Skills
Access, Portfolio Management, Financial Analysis, Analysis, Financial Modeling, Corporate Finance, Microsoft Office, Financial Reporting
Education
Brock University 1996 — 2000
BBA
Citigroup May 2008 - Present
Citigroup July 2007 - May 2008
Citigroup August 2005 - June 2007
State Street 2003 - 2005
Skills
Six Sigma, Fund Administration, Hedge Accounting, Hedge Funds, New Client..., Fund Accounting, Middle Office, Global Custody, CRM, Cash Management, Corporate Actions, Alternative Investments, Bloomberg, Fixed Income, Equities, Financial Services, Relationship Management, Mutual Funds, Securities, Asset Management
Education
Bridgewater State University
Bachelor's degree, Accounting and Business/Management
Bridgewater State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance