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
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Citi December 2014 - Present
HyperionPower LLC June 2007 - Present
AIG August 2012 - June 2014
Citi June 2011 - August 2012
Secretary of State - Federal Safety Public Ministry July 2007 - May 2009
Citigroup May 1996 - June 2007
United Utilities - Aguamex-NorthWest Water November 1993 - August 1995
Mexicana Airlines February 1991 - November 1993
Skills
Business Development, Risk Management, Business Process..., Program Management, Financial Services, Leadership, Mergers & Acquisitions, Business Transformation, Integration, Business Analysis, Vendor Management, Portfolio Management, Banking, Budgets, Cross-functional Team..., Business Process, Process Improvement, System Administration, Management, PMO, Negotiation, Strategy, Financial Risk, Software Project..., Project Management, Performance Management, Consulting, ERP, Outsourcing, Finance, IT Strategy, Business Process..., Executive Management, Project Portfolio..., Management Consulting, Governance, Change Management, Business Strategy, IT Management, Information Technology, CRM, Business Intelligence, Start-ups, IT Operations, Analysis, PMP, Strategic Planning, Team Leadership, Credit Cards, SDLC
Education
The George Washington University 1998 — 1999
Master Certificate, Project Management
Cornell University 1995 — 1996
Master´s Degree, Engineering & Technology Management
Universidad Nacional Autónoma de México 1988 — 1994
Bachelor in Science, Electrical Engineering - Electronics
Colegio Suizo de México A.C. 1972 — 1987
High School Diploma, College of Sciences and Humanities
Citigroup October 2010 - Present
Bank of America June 2006 - September 2010
Skills
Derivatives, Fixed Income, Rates, Capital Markets, Loan Origination, Investment Banking, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Hedging, Corporate Finance, Treasury, Bloomberg, Interest Rate...
Education
Columbia University in the City of New York
BS, Operations Research Financial Engineering
Canrock Ventures October 2013 - Present
EventNow.com October 2010 - October 2013
adMarketplace November 2011 - September 2012
ActiveHealth Management July 2008 - July 2010
YellowJacket November 2007 - April 2008
Citigroup October 2004 - November 2007
Bookspan, Inc. (Internet Startup within Bertelsmann Subsidiary) July 2001 - October 2004
Cybuy.com (Internet Startup within Royal Bank of Scotland) July 1999 - July 2001
Various Companies August 1996 - July 1999
Skills
Software Development, Infrastructure, Vendor Management, Quality Assurance, Project Management, Business Continuity, Business Intelligence, Integration, Agile Methodologies
Education
Cornell University 1992 — 1996
Bachelor of Science (BS), Business
Commack High School, Commack, NY 1989 — 1992
One Kings Lane March 2013 - Present
Celebration Coordination January 2007 - Present
Macy's October 2011 - February 2013
Gap Inc./Banana Republic February 2010 - September 2011
Gap Inc May 2009 - February 2010
Citigroup May 2008 - August 2008
Skills
Merchandising, Product Development, Trend Analysis, Vendor Relations, Global Sourcing, Buying, Product Management, Excel, Competitive Analysis, Analysis, Real Estate, Strategy, Sales, Microsoft Excel, Fashion, Retail, Forecasting, Inventory Management, Marketing, PowerPoint
Education
Cornell University 2005 — 2009
Bachelor of Science, School of Hotel Administration
Pine Crest School 1998 — 2005
Compass August 2014 - Present
Roberto Casa Cigars October 2013 - Present
Fujitec America Inc January 2012 - August 2014
CONSULTANT 2012 - 2013
CONSULTANT 2011 - 2012
CCi January 2007 - August 2011
S Group International April 2002 - January 2007
Citigroup July 1999 - April 2002
Rollins/Security Link January 1999 - July 1999
The Baltimore Sun January 1990 - January 1999
Skills
Employee Relations, Talent Management, Sourcing, Recruiting, Human Resources, Marketing, HRIS
Education
Coppin State University 1987 — 1993
BS, Criminal Justice
The Bancorp Bank June 2012 - Present
Stone Bridge Investment Group (formerly Allegiance Real Estate Partners) December 2007 - Present
Bear Stearns April 2007 - December 2007
Citigroup August 2003 - April 2007
Nomura May 1996 - April 1999
Skills
CMBS, Asset Managment, Commercial Real Estate, Finance, Loans, Real Estate Transactions, Loan Origination, Real Estate, Structured Finance, Private Equity, Commercial Mortgages, Securitization, Real Estate Economics, Real Estate Financing, Investments
Education
Cornell University 1984 — 1988
BS, Finance
Delta Associates, Inc March 2014 - Present
Gerson Lehrman Group October 2013 - Present
Sky Meadows Homeowners Association August 2012 - July 2015
Chalis Consulting October 2013 - March 2014
Del Monte Foods, Inc. July 2012 - April 2013
Del Monte Foods, Inc. May 2007 - June 2012
Del Monte Foods, Inc. February 2006 - May 2007
Del Monte Foods, Inc. August 2005 - February 2006
Citigroup August 2001 - August 2005
Walt Disney Internet Group 2000 - 2000
Skills
Category Management, Trade Marketing, Strategy Development, New Business Development, Sales Management, Strategic Planning, Marketing Management, Marketing Strategy, Business Strategy, Account Management, P&L Management, Channel Management, Competitive Analysis, Product Development, Business Planning, Strategy, Forecasting, Customer Insight, Cross-functional Team..., Leadership, Product Launch, People Development, Management, Retail Category..., Channel Partners, Market Planning, Category Insights, Market Research, FMCG, Integrated Marketing, Segmentation, Merchandising, Sales, Shopper Marketing, Consumer Products, Business Intelligence, Pricing
Education
University of Pennsylvania - The Wharton School
MBA, Marketing
Cornell University
BS, Business Management
Laurion Capital 2013 - Present
Soros Fund Management 2009 - 2013
Citigroup 2006 - 2009
International Monetary Fund 2002 - 2006
Education
Columbia University in the City of New York
PhD
Accenture April 2014 - Present
Accenture October 2012 - April 2014
HSBC Securities February 2012 - October 2012
HSBC July 2010 - February 2012
HSBC March 2009 - August 2010
HSBC April 2005 - April 2009
HSBC Securities March 2004 - March 2005
Citigroup August 2002 - April 2004
Citigroup December 2000 - August 2002
Skills
Executive Pay, Deferred Compensation, Performance Management, HRIS, Employee Benefits, Organizational Design, PeopleSoft, Human Resources, Financial Services, Change Management, Organizational..., Incentive Programs, Strategy, Management, Program Management, Succession Planning, Talent Management
Education
Cornell University 1994 — 1998
BS, Industrial and Labor Relations
JPMorgan Chase October 2009 - Present
HR Block Tax and Business Services January 2003 - April 2009
MetLife March 2007 - February 2009
Coca-Cola Enterprises 2005 - 2007
Citigroup January 2000 - July 2005
Skills
Proficient using, Hyperion Enterprise, Financial Reporting, Access, Visio, Auditing, Account Reconciliation, Finance, Analysis, PeopleSoft, GAAP, SAP, IFRS, SEC filings, Tax, Crystal Reports, Great Plains Software
Education
University of South Florida 1996 — 1999
Bachelor of Sciences, Accounting, Information Systems
McGill University 1989 — 1991
Certificate, Accounting Management
Concordia University 1983 — 1987
Finance
Citigroup February 2015 - Present
University of Phoenix February 2004 - Present
DWG, Inc. May 2013 - September 2014
University of Phoenix December 2011 - February 2013
SunTrust Bank 2001 - 2011
Keane, Inc / Crawford & Co. 2000 - 2001
Crawford & Company 2000 - 2001
Georgia Department of Revenue 1998 - 1999
Comsys 1997 - 1999
Turner Broadcasting 1997 - 1998
Skills
Leadership, Program Management, Cross-functional Team..., Process Improvement, Project Management, Training, Strategy, Management, Business Process, Team Building, Risk Management, Strategic Planning, SDLC, Leadership Development, Business Analysis, Quality Assurance, Organizational..., Enterprise Software, Testing, Analysis, Vendor Management, ERP, Business Strategy, Human Resources, Coaching, Organizational..., Banking, Business Process..., Business Intelligence, Enterprise Architecture, Performance Management, Staff Development, Project Planning, Management Consulting, Budgets, Software Documentation, Team Leadership, Software Development, Change Management, CRM, Integration, Executive Management, Data Analysis, Visio, PMP, Information Technology, Operations Management, Public Speaking, Consulting, Software Project...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1992
MBA, Business
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1992
MS, Management of Information Systems
University of Pittsburgh 1978 — 1987
BS, Business, Information Systems
Community College of Allegheny County 1973 — 1976
AS, Business Data Processing
Gateway Senior High School 1969 — 1973
High School Diploma, College Prep
Planimetron June 1993 - Present
Propidex Implementation at Brookfield 2008 - 2009
Citigroup 2006 - 2007
BCED Development (now Brookfield) April 1991 - June 1993
IBM June 1988 - July 1991
Touche Ross January 1986 - June 1988
Skills
Languages, French, Budget, Asset Managment, Analysis, Commercial Real Estate, Corporate Real Estate, Strategic Planning, Project Management, Business Strategy, New Business Development, Program Management, Contract Negotiation, Business Intelligence, Budgets, Real Estate, Management, Management Consulting, SaaS, Strategy, Training, Property Management, Account Management, CRM, Business Analysis, Asset Management, Solution Selling, Cloud Computing, Salesforce.com, Change Management, Business Development, Enterprise Software, Start-ups, Marketing, Sales, Professional Services, Finance, Consulting
Education
Concordia University 1980 — 1982
MBA
Queen's University 1977 — 1980
BA
Columbia University Mailman School of Public Health August 2014 - May 2015
Maven May 2014 - October 2014
Simons Foundation July 2007 - August 2010
Renaissance Technologies May 2006 - July 2007
Citigroup September 2004 - May 2006
Skills
Valuation, Data Analysis, Research, Equities, Policy Analysis, Hedge Funds, Strategy, Nonprofits, Corporate Finance, Investments, Public Health, Biotechnology, Start-ups, Analysis
Education
Columbia University Mailman School of Public Health 2013 — 2015
Master of Public Health (MPH), Health Policy and Management
University of Colorado Boulder 2000 — 2004
BA, Economics
The Taft School 1996 — 2000
High School
Citigroup January 2015 - Present
Citigroup June 2014 - January 2015
Citigroup August 2013 - June 2014
Citigroup August 2012 - July 2013
Citigroup July 2010 - August 2012
Citigroup June 2009 - August 2009
Skills
Banking, Bloomberg, Capital Markets, Trade Finance, Credit Risk, Relationship Management, Fixed Income, Derivatives
Education
Columbia University in the City of New York 2006 — 2010
SecurityScorecard March 2015 - Present
Socure May 2014 - March 2015
SamosAnalytics September 2012 - April 2014
33Friends April 2012 - August 2012
Goldman Sachs March 2009 - April 2012
Bear Stearns & Company April 2005 - March 2009
Citigroup March 2004 - February 2005
Merrill Lynch 1999 - January 2004
Skills
Scala, Akka, Spring, Java, Unix, Agile Methodologies, SDLC, Spray, XML, Oracle, Databases, Perl, Software Project..., JavaScript, Linux, Java Enterprise Edition, Weblogic, Software Development, Web Services, Sybase, DB2, Project Management, SQL, JMS, UML, MySQL, Tomcat, Software Design, Subversion, Hibernate, Ant, Web Applications, Multithreading, Maven, SOA, Equities, Unix Shell Scripting, Business Analysis, Scrum, Agile Project Management, Spring Framework
Education
Columbia University in the City of New York 2009 — 2011
Master's degree, Technology Management, 3.7
State University of New York at Stony Brook 1995 — 1999
BS, Computer Science & Economics
Visium Asset Management March 2015 - Present
J.P. Morgan June 2013 - March 2015
J.P. Morgan June 2012 - August 2012
Integrity Square May 2011 - April 2012
Citigroup September 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, R, Capital IQ, Bloomberg Terminal, Intralink, Stata, Financial Modeling, Financial Accounting, Corporate Finance, Valuation, Statistics, Linear Regression, Regression Analysis, Financial Analysis, Finance, LBO, Investment Banking, Bloomberg
Education
Columbia University in the City of New York 2010 — 2013
BA
Fordham University 2009 — 2010
BS
RBS Sempra Commodities September 2008 - November 2011
Serengeti Asset Management August 2007 - August 2008
Silver Point Capital November 2006 - October 2007
Nomura Securities August 2004 - October 2006
Citigroup November 2002 - August 2004
UBS Warburg, LLC July 2000 - October 2002
Skills
Excel VBA, T-SQL, .NET, Java, C++, Visual Basic, ADO.NET, ADO, Microsoft SQL Server, Sybase, XML, Bloomberg, Reuters, VPM, VBA, Databases
Education
Sacred Heart University 2012 — 2013
Graduate Certificate Program, Database Certificate, Computer Science
Cornell University 1996 — 1999
BS, Economics
Saint John's University 1993 — 1996
Finance
Universal Field Services January 2014 - Present
Universal Field Services May 2010 - December 2013
Citigroup July 2005 - March 2010
Education
Columbia University in the City of New York 2001 — 2005
Bishop Kelley High School 1997 — 2001
McKesson Canada January 2013 - December 2014
SMS Equipment Inc. June 2010 - December 2012
Citigroup November 2007 - April 2009
Air Liquide Canada 1994 - 2007
Education
Université de Montréal 1998 — 2004
Spec., Health & Safety
Université du Québec - Ecole nationale d'Administration publique 1994 — 1997
MPA, Organizational Development
Université du Québec à Montréal 1989 — 1994
BA, Psychosociologie des communications
McGill University 1987 — 1989
BA, Psychology
Champlain College
Concordia University
Concordia University
MAcDonald-Cartier
Citigroup 2012 - Present
The Rohatyn Group 2008 - 2011
NewStar Financial 2006 - 2008
GE Capital 2004 - 2006
GE Capital Headquarters 2002 - 2004
GE Capital Corporation 2000 - 2002
GE Capital Corporation 1998 - 2000
Chinese Academy of Sciences 1991 - 1993
Tsinghua University 1990 - 1991
Skills
Portfolio Management, CCAR, Regulatory Compliance, Due Diligence, Private Equity, Enterprise Risk..., Emerging Markets, Financial Risk, Consumer Financing, Workouts/Restructuring, Real Estate Finance, Leveraged Lending, Securitization Markets, M&A Due Diligence, Distressed Debt, NPL Portfolio Valuation, Economic Capital..., Corporate Credit..., Risk-Based Pricing, Regulatory Guidelines, Dodd-Frank, Regulatory Risk, Regulatory Reporting, Credit Risk
Education
Cornell University 1993 — 1998
Ph.D., International Economics
University of California, Berkeley 1987 — 1989
M.S., Physics
Rutgers University 1982 — 1987
B.S./B.A. Summa cum laude, Double major: Mechanical Engineering and Physics
nondisclosed mobile app startup July 2015 - Present
Corporate [IT] Solutions December 2014 - March 2015
WorldAPP September 2013 - June 2014
Citi February 2013 - August 2013
Citigroup March 2011 - February 2013
Citi March 2007 - March 2009
Citigroup June 2004 - March 2009
Citigroup March 2004 - March 2007
Salomon Smith Barney December 1998 - March 2004
Smith Barney May 1995 - November 1998
Skills
Java, SDLC, Linux, Perl, C++, Windows, Sybase, Relationship Management, SQL, Disaster Recovery, Solaris, Unix, Testing, SharePoint, JavaScript, Databases, Program Management, Software Development, Software Project..., Integration, Enterprise Architecture, IT Strategy, Microsoft SQL Server, Data Center, System Administration, Requirements Analysis, IT Management, Windows Server, Vendor Management, Electronic Trading, Outsourcing, Analytics, Trading Systems, Operating Systems, Unix Shell Scripting, Infrastructure, Leadership, Autosys, HTML, Entrust PKI, Troubleshooting, Servers, Cloud Computing, ITIL, Business Process, Business Analysis, Visio, Management, Project Management, Communication
Education
Cornell University 1989 — 1990
Master of Engineering (MEng), Electrical Engineering (Computer Engineering), 3.5 out of 4.3
Cornell University 1985 — 1989
Bachelor of Arts (BA), Computer Science, 3.4 out of 4.3
Corporate Education Group 2014 — 2014
PMP Exam Prep
Bridgewater State University 2009 — 2010
Accelerated Post-Baccalaureate Program, Secondary School Mathematics
Bronx High School of Science 1982 — 1985
High School Diploma
Moody's Investors Service June 2015 - Present
Licensed Real Estate Broker May 2007 - Present
Case Property Services May 2013 - June 2015
Wells Fargo Advisors, LLC September 2011 - May 2013
Signature Group Investments January 2011 - May 2011
Citigroup March 2005 - June 2006
Skills
Investments, Real Estate, Investment Properties, Leases, Asset Management, Portfolio Management, Negotiation, Investors, Property, Real Estate Financing, Residential Homes, Argus Modeling, Trepp, Financial Modeling, CMBS, NPL, Distressed Debt, Distress Properties, Brokerage, Private Equity
Education
New York University
MS, Real Estate Investment and Finance
Columbia University in the City of New York 2009 — 2010
Post-Baccalaureate Program in Business
Moscow State University of Technology 2002 — 2006
BS, Engineering
Investment Banking Institute
Financial Modeling and Valuation Training Program
Citigroup October 2014 - Present
Anani Graphics, LLC January 2003 - Present
Citigroup September 2013 - October 2014
Credit Suisse September 2012 - September 2013
Lehman Brothers - Barclays Capital September 2007 - September 2012
Live in Harlem August 2006 - August 2007
Fremont General Corporation January 2004 - June 2006
First Data Corporation 2003 - 2003
Nova Information Systems 2002 - 2003
Morgan Stanley 1997 - 2001
Skills
InDesign, Editing, Public Relations, Event Planning, Video, Management, Microsoft Office, Brochures, Public Speaking, Web Design, Project Management, Photoshop, Advertising, Training, Event Management, Creative Writing, Illustrator, Adobe Acrobat, Graphic Design, Graphics, Social Media, Social Media Marketing, Strategic Planning, Technical Writing, Television
Education
Pace University 1994 — 1996
BS, Computer Science
New York University 1992 — 1994
Acting
Community College of the Air Force 1984 — 1991
Telecommunications and Instructor Training
Citigroup July 2007 - Present
Polaris Software Labs (Erstwhile COSL\OrbiTech) 2001 - 2007
Mastech October 1999 - July 2000
Unadkat Infosearch 1995 - 1999
Skills
SDLC, Vendor Management, Business Analysis, Software Project..., Requirements Analysis, Offshoring, IT Strategy, Project Management, Enterprise Architecture
Education
Concordia University 1999 — 1999
Modern Management in Information Systems, Information Technology
University of Mumbai 1991 — 1995
Bachelor of Commerce (B.Com.), Accounting and Finance
St. Joseph's High School Juhu 1980 — 1990
Myron Glucksman Consulting July 2003 - Present
Citigroup June 1969 - January 2003
Citibank, N.A. July 1970 - December 1973
Skills
CDO, MBS, Securitization, ABS, Structured Finance, Investment Banking, Structured Products, Structuring, Capital Markets, Debt, Syndications, Origination, Private Placements, Fixed Income, Securities, Project Finance, Corporate Finance, Due Diligence, Bonds, Financial Structuring, Investment Management, Investments, Financial Services, Loan Origination
Education
New York University School of Law 1986 — 1992
LL.M., Corporation Law
Fordham University School of Law 1981 — 1985
J.D., Law
Fordham University School of Law 1981 — 1985
Doctor of Law (J.D.)
New York University - Leonard N. Stern School of Business 1968 — 1970
M.B.A., Finance
Columbia University in the City of New York 1964 — 1968
B.S., Engineering
TD Bank Financial Group - Branches January 2015 - Present
Citi October 2012 - Present
Deutsche Bank March 2009 - October 2012
Citigroup October 2000 - March 2009
UGO Networks January 2000 - October 2000
The Rockefeller University July 1991 - January 2000
Skills
SOA, EAI, Integration, TIBCO, Middleware, PMP
Education
City University of New York-Queens College 1994 — 1999
Computer Science
Cornell University 1984 — 1989
Electrical Engineering
Connecture April 2013 - Present
DRX (formerly DestinationRx) January 2010 - Present
DestinationRx, Inc. September 2001 - December 2009
Monitor Company December 1995 - March 1999
Monitor Group 1995 - 1998
Price Waterhouse January 1995 - February 1996
Cresap, a Towers Perrin Company July 1990 - November 1994
Towers Perrin / Cresap McCormick and Paget 1990 - 1994
Citibank - US Cards 1985 - 1988
Citigroup 1985 - 1988
Skills
Start-ups, Business Strategy, New Business Development, Strategic Planning, Product Management, Business Development, Healthcare, SaaS, Marketing Strategy, Analytics, Product Development, Product Marketing, Program Management, Healthcare Information..., Digital Marketing, Account Management, Market Research, Sales Management, Digital Strategy, Entrepreneurship, Strategy, Strategic Partnerships, Cross-functional Team..., Competitive Analysis, Leadership, Management, Management Consulting, E-commerce, Operations Management, Salesforce.com, Lead Generation
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Columbia University in the City of New York 1981 — 1985
A.B.
Citigroup 2006 - Present
Citi 2006 - Present
Citi 2008 - 2011
Citi 2009 - 2010
GreenAm Advisors - Paloma Partners 2005 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1999 - 2002
Merrill Lynch 1996 - 1999
WEFA Group - Wharton Econometric Forecasting Associates 1994 - 1996
Skills
Portfolio Management, Investments, Strategy, Wealth Management, Emerging Markets, Spanish, Portuguese, Equities, Hedge Funds, FX Options, Capital Markets, Alternative Investments, English, Management, Financial Markets, Fixed Income, Private Equity, Risk Management, Investment Banking, Mutual Funds, Mergers & Acquisitions, Asset Management, Business Planning, Valuation, Latin America, Structured Products, Structured Finance, Economics, Derivatives, Asset Allocation, Financial Modeling, Investment Management, Business Strategy, Financial Analysis, Securities, Equity Research, Corporate Finance, French, Private Banking, Bloomberg, Trading, Restructuring, Corporate Governance, Investment Advisory, Investment Strategies, Series 7, Fund Of Funds, Bonds, Financial Structuring
Education
Harvard Business School
Advanced Management Program
Université de Montréal
Masters, Economics
Concordia University
B. Comm., Economics and International Business
Colegio Sao Luis, Sao Paulo
The Frank Approach September 2014 - Present
DNB January 2012 - September 2014
Bloomberg L.P September 2009 - January 2012
Morgan Stanley Smith Barney (Citigroup Morgan Stanley Joint venture) June 2009 - September 2009
Citigroup May 2007 - June 2009
Citigroup August 2007 - April 2008
Citigroup January 2007 - May 2007
Sephora November 2000 - January 2006
Skills
Performance Management, Deferred Compensation, Staff Development, Onboarding, Personnel Management, Employee Benefits, PeopleSoft, Employee Engagement, College Recruiting, Human Resources, Talent Management, Management, Employee Relations, Applicant Tracking..., Policy, Succession Planning, Vendor Management
Education
Columbia University in the City of New York
Executive Coaching Certification
Hofstra University
Masters of Arts, Industrial/Organizational Psychology
The University of Texas at San Antonio
Bachelors of Arts, Psychology
The Walt Disney Company February 2015 - Present
The Walt Disney Company August 2013 - February 2015
Disney Cruise Line October 2012 - August 2013
The Walt Disney Company June 2012 - October 2012
Woodmere Capital Group March 2012 - May 2012
Adult Literacy League October 2010 - April 2012
Covendium September 2011 - February 2012
Citigroup May 2011 - August 2011
PCE May 2011 - May 2011
Concordia College April 2009 - May 2010
Skills
Valuation, Finance, Financial Modeling, Financial Analysis, Loans, Credit, Portfolio Management, Investments, Economics, Corporate Finance, Banking, Due Diligence, Alternative Investments, Real Estate, Risk Management, Market Research, Analysis, Equities, Data Analysis, Strategic Financial..., Management, Business Strategy, Leadership, Budgets, Strategy
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance, Entrepreneurship
Concordia College 2006 — 2010
Bachelor of Arts, Economics - Finance, Spanish
West Fargo High School
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
Credit Suisse April 2015 - Present
Weil Gotshal and Manges October 2012 - April 2015
Goldman Sachs June 2012 - October 2012
Dinsmore & Shohl LLP May 2010 - August 2010
Cardinal Health May 2008 - August 2008
Citigroup August 2007 - January 2008
National Community Builders May 2007 - August 2007
Skills
Legal Writing, Corporate Law, Private Equity Firms, Private Equity Funding, Mergers & Acquisitions, Private Equity, Strategy, Equities, Acquisitions, Legal Research
Education
University of Michigan Law School 2009 — 2012
J.D.
University of Notre Dame 2006 — 2008
B.A., Political Science, International Business, Science Technology and Values
Columbia University in the City of New York 2005 — 2006
B.A., Political Science, Economics
Morgan Stanley April 2014 - Present
Citigroup April 2005 - April 2014
Citigroup February 2003 - March 2005
Skills
Capital Markets, Relationship Management, Strategy, Investment Banking, Financial Modeling, Portfolio Management, Fixed Income
Education
Cornell University 1998 — 2002
BS, MEng, Operations Research
Roosevelt High School
Roosevelt High School
Societe Generale February 2011 - Present
Citigroup July 2007 - July 2009
Skills
Bloomberg, Financial Modeling, Finance, Financial Analysis, Fixed Income, Capital Markets, Equities, Derivatives, Valuation, Analysis, Corporate Finance, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance, Banking, Global Business
Cornell University
Bachelor of Science, Applied Economics and Management
Ally Financial Inc. May 2011 - Present
Citigroup July 2001 - June 2008
Citi October 1994 - July 2001
Education
Concord University 1989 — 1993
Bachelor of Science, Business Management and Finance
Hummings May 2015 - Present
Softcard (acquired by Google) 2012 - March 2015
American Express 2008 - 2011
American Express 2006 - 2008
American Express 2004 - 2006
Citigroup Inc. 2002 - 2004
Citigroup 2000 - 2002
Citigroup Asset Management 1998 - 2000
PricewaterhouseCoopers October 1996 - September 1998
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell University 1992 — 1995
BS, Biology
General Assembly
Citi September 2014 - Present
Citi January 2012 - August 2014
Citigroup July 2005 - December 2011
Ernst & Young April 2002 - June 2005
KPMG January 2001 - March 2002
Bank of Montreal September 1990 - December 2000
Skills
Financial Risk, Corporate Finance, Business Strategy, Credit Risk, Risk Management, Capital Markets, Enterprise Risk..., Basel II, Counterparty Risk, Operational Risk..., Economic Capital, Auditing, Stress Testing
Education
Trinity College Dublin 1992 — 1993
MBA, General
Concordia University 1986 — 1990
BA, Literature and Philosophy
Selwyn House 1976 — 1983
Safelite AutoGlass April 2013 - Present
CITIGROUP August 2006 - March 2013
Waddell & Reed September 2004 - July 2006
The Ohio State University June 2002 - September 2004
National City Mortgage July 2001 - March 2002
Macloud Financial 2002 - 2002
Skills
Mutual Funds, Financial Analysis, Research, Budgets, Financial Forecasting, Forecasting, Foreign Exchange, Portfolio Management, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Advisory, Profit, Sales Presentations, Financial Accounting, Project Management, PowerPoint, Microsoft Excel, Eviews, Financial Statements, Cognos, Economics, Statistics, Series 6, Insurance
Education
Ohio University 2011 — 2013
Master of Financial Econcomics, Economics
The Ohio State University 2000 — 2004
Bachelor of Science (B.S.), Finance and Financial Management Services
Columbus State 2013 — 2014
Alter
Curator Capital, LLC 2015 - Present
Centre Lane Investment Corp. 2009 - 2015
Prospect Capital Management 2008 - 2009
Merrill Lynch Middle Market Finance 2003 - 2008
TD Securities 1999 - 2002
Citigroup 1990 - 1999
Skills
High Yield, Investments, Loans, Investment Banking, Capital Markets, Middle Market, Private Equity, Management, Corporate Finance, Valuation, Hedge Funds, Fixed Income, Equities, Portfolio Management, Alternative Investments, Financial Modeling
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
Cornell University 1984 — 1988
BA, Economics
CIBC Mellon December 2013 - August 2015
CIBC Mellon December 2011 - December 2013
Etobicoke Taekwondo & Deh Camp September 2010 - September 2011
Canadian Stock Transfer Company Inc March 2008 - September 2011
Citigroup 2005 - September 2007
Citigroup 2002 - 2005
Citigroup 2000 - 2002
Skills
Team Leadership, Coaching, Team Building, Legal Compliance, Security Management, Business Analysis, Public Speaking, Project Planning, Negotiation, Call Centers, System Administration, Customer Service, Program Management, Strategic Planning, Budgets, Financial Analysis, Management, Analysis, Performance Improvement, Risk Management, Process Simulation, Leadership, Forecasting, Teamwork, Financial Services, Portfolio Management, Microsoft Excel, Process Improvement, Training, Banking, Project Management, Finance, Business Process..., Investments, CRM, Time Management, Business Process, Recruiting, Securities, Cross-functional Team..., Vendor Management, Mergers & Acquisitions, Management Consulting, Asset Management, Mutual Funds, Sales, Mentoring, Business Negotiation, Leadership Development, Administration
Education
Wilfrid Laurier University 1977 — 1979
BA, Fine Arts
Conestoga College 1974 — 1976
Diploma, Interior Design
J.P. Morgan September 2013 - Present
JP Morgan June 2007 - August 2013
Citigroup April 2002 - May 2007
Citi 1997 - 2002
Lehman Brothers 1996 - 1997
Citibank 1994 - 1996
Skills
Interest Rate..., Risk Management, Hedge Funds, Fixed Income, Derivatives, Foreign Exchange, Management, Investments, Investment Banking, Quantitative Finance, Trading Systems, Credit Derivatives, Cryptography, E-commerce, Payment Systems
Education
Cornell University
MEng
Cornell University
B.S.
Kaplan Test Prep September 2013 - Present
Metrix Matrix, Inc. October 2006 - Present
Channel Group, Inc. July 2013 - September 2013
I/O Solutions, Inc. October 2011 - July 2013
New York University August 2010 - October 2011
Caliper March 2006 - September 2011
Columbia University January 2002 - May 2011
SPSS March 1997 - March 2006
Citigroup October 1999 - August 2000
Kaplan Test Prep and Admissions 1993 - 1996
Skills
Multi-rater Feedback, Personality Assessment, Psychology, Organizational..., 360 Feedback, Career Development, Statistics, Executive Coaching, Leadership Development, Research Design, Coaching, Survey Design, Organizational..., SPSS, MBTI, Program Evaluation, Training, Survey Research, Instructional Design, Management, Psychometrics, HR Consulting, Organizational Design, Analytics, Higher Education, Research, Quantitative Research, Talent Management, Performance Management
Education
New York University 1996 — 2006
Ph.D., Psychology
Connecticut College 1989 — 1993
BA, Psychology
Julius-Maximilians-Universität Würzburg 1992 — 1992
Regis High School 1985 — 1989
Financial Advisor at Wells Fargo Advisors July 2008 - Present
Edward Jones January 2005 - July 2008
Citigroup 1996 - 2004
Skills
Investments, Retirement Planning, Financial Services, Finance, Fixed Annuities, 401k, Asset Management, Small Business, Insurance, Annuities, Long Term Care, Investment Planning, Investment Strategies, Financial Advisory, Mutual Funds, Retirement
Education
Concordia University-St. Paul
BA, Marketing, Business
Mr. Lube Canada November 2013 - Present
RBC Royal Bank November 2007 - November 2013
RBC February 2005 - October 2007
Citigroup March 2004 - February 2005
Hudson's Bay Company November 1997 - February 2004
Skills
Loyalty Programs, Loyalty Marketing, Marketing Strategy, Customer Engagement, Customer Experience, Relationship Management, Strategy, Digital Marketing, Retail, Relationship Marketing, Customer Retention, Business Development, Management, Strategic Partnerships, Brand Loyalty, CRM, Social Media Marketing, Leadership, Customer Acquisition, Digital Strategy, Marketing, Credit Cards, Marketing Communications, Strategic Planning, New Business Development
Education
Concordia University 1992 — 1997
MA, English
Oracle August 2013 - Present
Financial Engines October 2012 - August 2013
RBC Capital Markets May 2012 - October 2012
Citigroup April 2011 - May 2012
Morgan Stanley September 2009 - April 2011
Tek Systems September 2007 - September 2009
Skills
Scrum, Shell Scripting, Java, REST, Distributed Systems, Java Enterprise Edition, Python, Design Patterns, SQL, XML, Software Development, Subversion, Microsoft SQL Server, C, Orchestration, Selenium, UML, JDBC, Spring, Spring Framework, SOAP, EJB, Unix Shell Scripting, XSLT, Weblogic, Git, DB2, Software Engineering, Object Oriented Design
Education
Concordia University 2009 — 2012
Masters in Engineering (done part time while working full time), Software Engineering
Thapar Institute of Engineering and Technology 2004 — 2007
BE, Computer Engineering
Thapar Institute of Engineering and Technology 2001 — 2004
Polytechnic Diploma, Computer Engineering - Hardware aspects
JPMorgan Chase May 2014 - Present
JPMorgan Chase July 2012 - April 2014
Thrivent Financial for Lutherans November 2010 - May 2012
Citigroup May 2007 - November 2010
Pharr Tennis Center September 2005 - May 2007
Concordia University Austin August 2004 - May 2007
Education
Concordia University Texas 2003 — 2007
Liberal Arts, Bachelor of Arts
DVR January 2015 - Present
Community College of Aurora August 2014 - Present
Stivers Staffing Services September 2009 - August 2014
Community College of Aurora August 2011 - December 2011
Citigroup September 2008 - August 2009
Technisource September 2008 - July 2009
T-Mobile June 2007 - March 2008
Tmobile June 2007 - March 2008
Citigroup October 2004 - March 2007
San Jacinto Community College August 2002 - December 2002
Skills
Lotus Notes, Active Directory, Call Center, Applicant Tracking..., Telemarketing, Team Leadership, Customer Service, Telecommunications, Salesforce.com, Security, Troubleshooting, Technical Recruiting, Customer Retention, Relationship Management, Microsoft Excel, Team Building, Call Centers, Process Improvement, Vendor Management, Networking, Technical Support, Training, Access, VMware, SharePoint
Education
University of Indianapolis 2015 — 2018
Master of Science (MSc), Human Biology
Metropolitan State University of Denver 2012 — 2013
Bachelor of Arts (B.A.) Anthropology, Minor Biology, Physical and Biological Anthropology, GPA 3.89
Community College of Aurora 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Anthropology and Biology, GPA 4.0
Penta Career Center July 2013 - Present
Sylvan Learning Centers July 2011 - August 2013
Citigroup June 2008 - October 2009
Bank of America May 2007 - August 2007
Skills
Algebra, Financial Modeling, Mathematics Education, Calculus, Strategy, LBO, Investment Banking, Data Analysis, Capital Markets, Financial Analysis, Private Equity, Corporate Finance, Venture Capital, Geometry, Valuation
Education
University of Toledo 2012 — 2013
Master's Degree, Secondary Physics and Mathematics Education
Columbia University in the City of New York 2002 — 2008
Bachelor's Degree, Applied Physics
Vinson & Elkins September 2014 - Present
Cornell Law School May 2012 - August 2012
Starbucks November 2010 - April 2011
Citigroup June 2008 - July 2010
Bank of America May 2007 - August 2007
Deloitte June 2006 - August 2006
Shell Oil Company May 2006 - June 2006
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell Law School 2011 — 2014
Doctor of Law (J.D.)
Columbia University in the City of New York 2010 — 2010
Certificate in Quantitative Finance (Unfinished)
Texas A&M University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
C.H. Robinson October 2014 - Present
Capital Equipment Manufacter January 2014 - October 2014
Sapp Brothers Travel Centers September 2012 - January 2014
C.H. Robinson- T.Chek Systems (Now EFS Electronic Funds Systems) December 2006 - September 2012
Citigroup September 2004 - December 2006
C.H. Robinson Worldwide, Inc. May 2000 - September 2004
Skills
Account Management, Sales Process, Negotiation, Sales Management, Transportation, Sales, Sales Presentations, New Business Development, Customer Service, Logistics, Team Building, Contract Negotiation, Strategic Planning, Business Development, Cold Calling, Process Improvement, Operations Management, Retail, Training, Inventory Management, Key Account Management, Pricing, Salesforce.com, Purchasing, Management, Supply Chain, Budgets, Customer Retention, Leadership, Selling, Recruiting, Marketing Strategy, Relationship Management, B2B, Direct Sales, Lead Generation, Sales Operations, Marketing, Solution Selling, CRM, Customer Satisfaction, Strategy
Education
Concordia University-St. Paul
BA, Marketing Management
Concordia University-St. Paul
BA, Marketing/Marketing Management, General
Bank of America January 2013 - Present
CSN Photography / ZTP Magazine May 2014 - Present
NetApp July 2010 - December 2011
Citigroup May 2010 - July 2010
JPMorgan Chase 2006 - 2010
JP Morgan Chase 2004 - 2006
BANKONE CORPORATION 2002 - 2004
SubmitOrder.com 2000 - 2003
OCLC, Inc 1993 - 2000
Skills
NetApp, Architecture, Performance Tuning, Disaster Recovery, Storage, Virtualization, AIX, Data Center, Enterprise Architecture, Solaris, Cloud Computing, VMware, Storage Area Networks, Business Continuity, SMSAP, SMO, DataOnTap, SAN, FCoE, iSCSI, OSSV, Data Protection Manager, SnapManager, SnapMirror, SnapVault, Windows Server, Autosys, CIFS, FlexClone, RAID, Brocade, Visio, SnapDrive, SMB, Storage Solutions, NAS, Enterprise Storage, System Administration, VMware ESX, Servers, System Deployment, Enterprise Software, Unix, Netbackup, Hardware, Infrastructure, Switches, Fibre Channel, Storage Virtualization, Oracle
Education
DeVry 1992 — 1994
Computer Science
Columbus State Community College
Achievement First June 2015 - Present
Achievement First January 2013 - Present
Achievement First July 2006 - January 2013
Citigroup June 2004 - August 2005
Skills
Program Management, Data Analysis, Project Management, Information Technology, Staff Development, Strategic Planning, Team Leadership, Windows, Infrastructure, Intellectual Property, Sustainable Management, Teachers, Policy, Blended Learning, Troubleshooting, Program Development, Training, Community Outreach, Management, Public Speaking, Nonprofits, Windows 7, Windows XP, Teaching, Computer Hardware, System Administration
Education
Everblue Energy 2009 — 2010
LEED GA, Environmental Design and Management
Columbia University in the City of New York 2006 — 2006
Graduate Study, Ethnography of South East Asia
Tufts University 2002 — 2006
B.S., Electrical Engineering and Psychology
Hampton Creek September 2011 - Present
McGuireWoods LLP September 2008 - June 2009
Government of Liberia August 2007 - November 2007
Citigroup May 2007 - August 2007
United Nations May 2006 - August 2006
Office of President Clinton May 2004 - June 2004
Skills
Social Entrepreneurship, Investments, Public Speaking, Sustainability, Clean Technology, Frontier Markets, Venture Capital, Private Equity, Entrepreneurship, Due Diligence, Emerging Markets, Financial Modeling
Education
University of Michigan Law School 2005 — 2008
Doctor of Law (J.D.)
Cornell University 2001 — 2004
B.A. 2004, Sociology & Government · Globalization Concentration
Fashion Footwear Association & Charitable Foundation of NY July 2014 - Present
Citigroup, Institutional Client Group O&T June 2010 - June 2013
Citigroup - LATAM 2010 - 2010
Citigroup August 2008 - December 2009
Li & Fung USA 2007 - 2007
American Express - OPEN Small Business Network July 2005 - July 2006
American Express - Establishment Services REI SRG August 2004 - July 2005
American Express - Delta Cobrand, Card Acquisition 2002 - 2003
American Express 2000 - 2001
Skills
Strategy, Leadership, Financial Services, Analytics, Mergers & Acquisitions, Sales, Management, Strategic Planning, Footwear, Nonprofits, Event Management, Social Media, Foundations, Process Improvement, Cross-functional Team..., Risk Management, Data Analysis, Marketing Strategy, Analysis, Strategic Partnerships, Business Strategy, Marketing, Project Management, Financial Modeling, Business Planning, Finance, Microsoft Office, Financial Analysis, Business Development, Program Management, Budgets, Business Analysis, Portfolio Management, Retail, Event Planning, Business Process, Entrepreneurship, Corporate Finance, Due Diligence, CRM, Investments, Public Relations
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA)
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Applied Economics and Management
Citi November 2013 - Present
Citigroup July 2010 - November 2013
Jaros Baum & Bolles June 2009 - August 2009
McDermott Will and Emery May 2008 - August 2008
McDermott Will and Emery May 2007 - August 2007
Skills
Bloomberg, Yields, Structured Products, Securities, Yield Book, Structured Finance, VAR, Derivatives, Financial Risk, Bloomberg Terminal, Access, Valuation, Matlab, Fixed Income, Commercial Mortgages, Residential Mortgages, Bonds, Portfolio Management, Management, Strategy, Research, Analysis, Public Speaking, Investments, Business Analysis
Education
General Assembly 2014 — 2015
User Experience Design
Cornell University 2006 — 2010
BS, Cum Laude, Mechanical Engineering, Engineering Management
Citigroup June 2011 - Present
Citigroup August 2009 - June 2011
Skills
Banking, Portfolio Management, Loans, Account Management, Financial Services, Credit Analysis, Mortgage Lending, Risk Management, Business Development, Business Analysis, Mortgage Banking, Microsoft Excel, Operational Risk, Call Centers, Loss Mitigation
Education
Strayer University (DC) 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Community College of Philadelphia
Associate's degree, Marketing
Harvard Consulting January 2009 - Present
Perkins Eastman September 2007 - September 2008
Tim Hunter Design LLC August 2005 - April 2007
Citigroup October 1998 - October 2001
Skills
Strategic Planning, Business and Media..., Workplace Design and..., Real Estate..., Business Consulting, Project Management, Management, Management Consulting, Project Planning, Mergers, Leadership, Strategy, Budgets, Mergers & Acquisitions, Marketing Communications, Recruiting, Proposal Writing, Program Management, Organizational..., Entrepreneurship, Business Development, Marketing Strategy, Marketing, Cross-functional Team...
Education
Cornell University
BS, Housing and Design
State University of New York at Buffalo
MArchitecture, Social & Technology Innovation Research
New School University 2002 — 2005
MAMedia Studies/Digital Media, Digital Imaging/Film/Communications & Media Business
Ambergris Consulting June 2013 - Present
SGHRC Corp January 2009 - December 2012
Mutual of America May 2008 - September 2010
Citigroup January 2002 - May 2008
American Express Financial Advisors June 2000 - November 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Wealth Management, Client Services, Business Development, New Business Development, Account Management, Strategic Financial..., Investments, Financial Services, Risk Management, Training, Analysis, Business Process..., Capital Markets, Finance, Management Consulting, Retirement Planning, Due Diligence, Equities
Education
Hofstra University 2005 — 2007
MBA, Finance
Connecticut College 1994 — 1998
BA, International Relations
Tabor Academy 1990 — 1994
RevTrax July 2006 - Present
Citigroup January 2006 - November 2006
Citigroup August 2005 - May 2006
Citigroup August 2004 - August 2005
Skills
Email Marketing, Analytics, Digital Media, Start-ups, Entrepreneurship, Mobile Devices, Marketing Strategy, Marketing Management, B2B, Management, PPC, Sales
Education
Cornell University
BS, Applied Economics & Management
Raymond James Financial Inc. October 2013 - Present
Citigroup August 2010 - September 2013
Related Capital Company June 2005 - July 2010
Skills
Asset Managment, Real Estate Economics, Capital Markets, Due Diligence, Financial Modeling, Asset Management, Private Equity, Real Estate Due..., Real Estate Transactions, Real Estate Financing
Education
Columbia University in the City of New York 2001 — 2005
Bachelors of Science, Economics
Ward Melville High School 1997 — 2001
Hybrid Construction, LLC August 2015 - Present
World Class Supply July 2013 - Present
Art First Inc June 2011 - August 2013
D'souza & Associates, Inc. October 2007 - December 2011
CitiGroup November 2006 - February 2008
Skills
Microsoft Excel, Microsoft Word, Mac OS X, Microsoft Powerpoint, Microsoft Outlook, iOS, Quickbooks, Telephone Skills, Written & Verbal..., Customer Focus, Supply Management, Handles Pressure, Organizaton, Integrity, Analyzing Information, Attention to Detail, Customer Service, Documentation Skills, OS X, Social Networking, Green Building, Sustainable Business, Sales, Environmental Awareness, Analysis, Technical Writers, Outlook, PowerPoint
Education
Community College of Philadelphia 2010 — 2012
Communication Arts - Theatre
TriZetto Corporation July 2013 - Present
Western Union Business Solutions July 2012 - July 2013
Jones International University March 2008 - July 2012
Citigroup April 1990 - October 2007
Skills
GAAP, Internal Controls, Accounting, Financial Reporting, General Ledger, Accounts Payable, Balance, Fixed Assets, Financial Analysis, Process Improvement, Excel, Word, Account Reconciliation, SOX, Reconciliation, Variance Analysis, Internal Audit, Accounts Receivable, Cash Management, Finance, Sarbanes-Oxley Act
Education
Jones International University 2010 — 2012
MBA, Forensic Accounting
University of Phoenix 1996 — 1998
BS, Accounting
Community College of Aurora 1991 — 1996
AA, Accounting
Imagine Indigo Marketing LLC 2010 - Present
Rock Paper Photo January 2011 - 2015
Entitle Direct Group, Inc. January 2010 - January 2011
Fortent/Alert Global Media December 2005 - 2009
Citigroup December 1997 - April 2005
Ethikids 2002 - 2005
The Chase Manhattan Bank March 1986 - December 1997
The Riverdale Press 1979 - 1982
The Riverdale Press 1979 - 1982
Skills
Strategic Partnerships, Marketing Strategy, Integrated Marketing, Brand Development, Brand Management, Brand Communication, Leadership, Management, Business Development, Performance Based..., Digital Marketing, E-commerce, Multi-channel Marketing, Marketing Communications, Product Marketing, Corporate Sponsorships, Email Marketing, Social Media Marketing, Lead Generation, Customer Acquisition, Advertising, Market Research, Public Relations, Content Strategy, Thought Leadership, Corporate Communications, Internal Communications, Event Management, Cross-functional Team..., Financial Services, Competitive Analysis, Editing, Pop Culture, Start-ups, Reputation Management, Staff Mentoring, Blogging, Journalism, Music, Strategy, Marketing, Social Media, Digital Media
Education
Cornell University 1974 — 1978
BA with Honors, College Scholar
Fieldston School Bronx, NY
TIAA-CREF July 2014 - Present
Bank of America January 2013 - June 2014
Bank of America July 2012 - January 2013
Bank of America August 2011 - July 2012
Bank of America June 2010 - August 2011
Cornell University August 2007 - June 2010
Macquarie Bank May 2009 - July 2009
Macquarie Capital Partners 2008 - 2008
Citigroup November 2006 - June 2007
Citigroup August 2004 - November 2006
Skills
Talent Management, Human Resources, Deferred Compensation, Leadership, Strategy, Strategic HR, Performance Management, Organizational..., Commercial Real Estate, Change Management, Organizational..., Personnel Management, Employee Benefits, Management, Leadership Development
Education
Cornell University 2007 — 2010
MRE, Real Estate Finance and Investment Management
Cornell University - Johnson Graduate School of Management 2007 — 2010
MBA (With Distinction), Human Capital Strategy and Management Customized Immersion
Cornell University 2000 — 2004
BS, Industrial and Labor Relations
University of Colorado Hospital May 2012 - Present
University of Colorado at Denver and Health Sciences Center 2009 - Present
University of Colorado at Denver and Health Sciences Center 2009 - 2011
Citigroup May 2007 - September 2007
Aurora Loan Services, a Lehman Brothers Company 2001 - 2006
Education
Community College of Denver 2009 — 2010
Associate of General Studies, Nursing, Health Care
University of Colorado Denver
Nursing
Tech Coast Angels January 2014 - Present
Life Science Newco (Stealth Mode) April 2014 - December 2014
Illumina, Inc. 2005 - 2014
Citigroup 1998 - 2004
Lin Property Management 1995 - 1997
Warren & Panzer Engineers, P.C. 1994 - 1995
Skills
Biotechnology, Lifesciences, Commercialization, Technology Transfer, Cross-functional Team..., Medical Devices, Strategy, Licensing, Product Development, Competitive Analysis, Financial Modeling, Due Diligence, Business Development, Strategic Partnerships, Program Management, Leadership, Life Sciences, Angel Investing, Social Entrepreneurship, Entrepreneurship..., Entrepreneurial Finance, Entrepreneurship
Education
Columbia University in the City of New York
MBA, International Business/Real Estate Finance
The Cooper Union for the Advancement of Science and Art
M.E., Chemical/Biomedical Engineering
The Cooper Union for the Advancement of Science and Art
B.E., Chemical Engineering
Imperial College London
Summer Internship, Petroleum Geology, Royal School of Mines
Brooklyn Technical High School
Diploma, Chemical Engineering
Beta Brain, Inc. November 2010 - Present
xTend Solutions May 2007 - January 2011
CELISTICS January 2009 - September 2010
FedEx Express September 2007 - January 2009
FedEx November 2005 - September 2007
Citigroup April 2001 - November 2005
Mysticom January 1999 - January 2000
Tower Semiconductor October 1995 - December 1999
Skills
CIO, Network Architecture, VoIP, Network Design, Project Portfolio..., Software Implementation, SAP, JD Edwards, ERP, RFID, Logistics, Dashboard, Business Strategy, Business Intelligence, Technology..., Virtualization, Data Center, Cloud Computing, Network Security, Solution Architecture, Help Desk Support, IT Operations, Vendor Management, Strategy, Business Process, RFID+, Process Improvement, Integration, Management, IT Service Management, Information Technology, Analysis, IT Management, IT Strategy, Leadership, PMO, Enterprise Architecture, Pre-sales
Education
Thunderbird 2000 — 2001
MBA, International Business
Cornell University 1993 — 1995
Master's degree, Electronic Engineering
Tecnológico de Monterrey 1988 — 1992
BS, Electrical Engineering
Bank of America July 2014 - Present
Astoria Music Society August 2010 - Present
BNY Mellon Clearing November 2009 - March 2014
Astoria Music Society April 2010 - August 2010
Bank of New York Mellon June 2008 - October 2009
Boston Consulting Group August 2006 - June 2008
Boston Consulting Group June 2005 - August 2005
Citigroup July 1998 - July 2004
Skills
Strategy, Management Consulting, Database Marketing, Direct Marketing, Financial Services, Management, Analytics, Training, Consulting, Derivatives, Process Improvement, Data Analysis, Segmentation, Marketing, Trading Systems, Finance, Marketing Strategy, Portfolio Management, Valuation, Electronic Trading, Non-profit Leadership, Investments, Executive Management, Competitive Analysis, CRM, Innovation, Futures, Clearing, Client Onboarding, Relationship Management, Project Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Cornell University 1994 — 1998
BS
Bronx High School of Science 1990 — 1994
Verizon Enterprise Solutions July 2015 - Present
Verizon Enterprise Solutions June 2015 - July 2015
Verizon Enterprise Solutions March 2015 - June 2015
CA Technologies September 2013 - October 2014
Citi April 2013 - September 2013
Citi August 2012 - April 2013
Citi November 2011 - September 2012
CA Technologies March 2011 - November 2011
Citigroup August 2010 - March 2011
Citigroup March 2010 - August 2010
Skills
IT Strategy, IT Management, Enterprise Software, Business Process..., Strategy, Process Improvement, Program Management, Security, Risk Management, Management, IT Service Management, Business Analysis, Business Intelligence, Management Consulting, Project Portfolio..., IT Operations, Data Center, PMO, Operations Management, Professional Services, Vendor Management, Leadership, Project Management, Governance, Customer Service, Pre-sales, Disaster Recovery, Team Leadership, Information Technology, Business Development, Incident Management, Consulting, Team Management, ITIL, Security Management, Information Security..., Analysis, Systems Analysis, Situational Leadership, Team Building, Practice Management, Network Engineering, Healthcare Information..., Organizational..., Treasury Services, Industrial Engineering, Operational Excellence, Crisis Management, Chief of Staff
Education
Harvard Business School 2014 — 2014
High Potentials Leadership Program
Harvard University 2014 — 2014
Division of Continuing Education Professional Development Certificate, Data Visualization: Conveying Information Through Visual Representations
Harvard University 2014 — 2014
Division of Continuing Education Professional Development Certificate, Negotiation Skills
Harvard University 2014 — 2014
Division of Continuing Education Professional Development Certificate, Leadership Communications
Cornell University 2010 — 2010
Certificate, Executive Leadership
Harvard Extension School 2006 — 2009
Information Systems
Harvard University 2006 — 2009
Information Systems
Saint John's University 1986 — 1989
MBA, Executive Management
St. John's University, The Peter J. Tobin College of Business 1986 — 1989
MBA, Executive Management
New York Institute of Technology 1984 — 1986
BT, Operations Management, Summa Cum Laude
RevTrax October 2008 - Present
RevTrax April 2008 - October 2008
OnCard Marketing September 2006 - April 2008
OnCard Marketing June 2006 - September 2006
Citigroup June 2004 - June 2006
Skills
Web Marketing, Advertising, Coupons, Analytics, Online Advertising, Digital Marketing, SEM, Affiliate Marketing, CRM, Business Development, Product Marketing, Strategic Partnerships, E-commerce, Customer Acquisition, Google Analytics, Entrepreneurship, Integrated Marketing, Digital Media, Strategy, Conversion Optimization, Online Marketing, Social Media, Sales, Marketing, PPC, Lead Generation, Mobile Marketing, Direct Marketing, Mobile Applications, B2B Marketing, Start-ups, Google Adwords, SEO, Interactive Marketing, Content Management, Management, Email Marketing, Multi-channel Retail, Product Development, Social Media Marketing
Education
Cornell University 2000 — 2004
Bachelors of Arts, Economics
Citigroup March 2012 - Present
Citigroup December 2006 - February 2012
Citigroup February 2006 - December 2006
JPMorganChase December 2004 - February 2006
JPMorganChase April 2000 - December 2004
Chase Manhattan Bank November 1998 - April 2000
Chase Manhattan Bank January 1997 - November 1998
First USA Bank April 1995 - December 1996
Skills
Analytics, Banking, Financial Risk, Loans, Management, Portfolio Management, Predictive Analytics, Risk Management, SDLC, Segmentation, Strategy, Leadership, Team Management, Credit
Education
Cornell University 1994 — 1995
MEng, Electrical Engineering
Cornell University 1989 — 1993
BS, Electrical Engineering
Aitchison College 1978 — 1989
St.Mary's Academy 1984 — 1988
PwC September 2013 - Present
PwC November 2010 - Present
PricewaterhouseCoopers 2006 - Present
Citigroup 2004 - 2006
Bank of America 1999 - 2004
Skills
Talent Acquisition, Human Resources, Leadership, Talent Management, Financial Services, Change Management, Management Consulting, Executive Search, Business Strategy, Coaching, Organizational Design, Human Capital, Personnel Management, Succession Planning, Performance Management, Employee Engagement, Strategy
Education
Columbia University in the City of New York 2013 — 2014
Executive MA, Social Psychology
New York University 2009 — 2010
Coaching Program
Fordham University 1995 — 1999
BA, Sociology
AppNexus October 2014 - Present
Clearlake Capital January 2013 - July 2014
Clearlake Capital September 2010 - January 2013
Citi June 2009 - August 2010
Grand Strategy Dynamics, Inc. January 2008 - June 2009
Citigroup May 2008 - July 2008
Snelling Search - Wall Street June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investment Banking, Finance, Due Diligence, Mergers & Acquisitions, Investments
Education
Columbia University in the City of New York 2005 — 2009
BA, Economics-Math, Biology
Citigroup August 2010 - Present
Citigroup January 2007 - August 2010
Ziff Brothers Investment March 2001 - January 2007
CCN, Inc August 2000 - March 2001
New York Institute of Technology January 2000 - August 2000
Education
Columbia University in the City of New York 2008 — 2009
Master of Science, Executive Master of Science in Technology Management
New York Institute of Technology 1996 — 2000
BS/MIS, Business Admin/Mgmt of Information System
Clara Barton High School for Health Professionals
Citigroup January 2006 - Present
Education
Columbia University in the City of New York 2002 — 2006
8571856 Canada Corporation July 2013 - Present
State Farm January 2013 - July 2013
IBM November 2004 - January 2013
Citigroup 2003 - 2004
Allstream 2001 - 2003
MicroAge, Toronto June 1999 - March 2001
Skills
Cisco Call Manager, CTI, Integration, Call Centers, Cisco Technologies, IVR, Contact Centers, VoIP, UCCE, ICM, Telecommunications, Telephony, Enterprise Software, Professional Services, Vendor Management, Unified Communications, IP
Education
Concordia University 1990 — 1993
Citigroup August 2006 - Present
TEKsystems June 2014 - November 2014
Robert Half Tech June 2006 - August 2006
Delta Air Lines December 1986 - November 2005
Skills
User Acceptance Testing, Test Management, Quality Center, Project Management, SDLC, Quality Assurance, Testing, Requirements Analysis, Software Project..., Test Planning, Defect Tracking, Process Improvement, Resource Management, System Testing, Software Quality..., Business Requirements, Agile Methodologies, Requirements Gathering
Education
Community College of Beaver County 1983 — 1985
Business Management and Automotive Technologies
UBS Wealth Management October 2007 - Present
Citigroup 2006 - 2008
Morgan Stanley 1996 - 2006
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance/Marketing
Connecticut College 1992 — 1996
BA, Political Science
Capital Southwest Corporation June 2015 - Present
H.I.G. WhiteHorse January 2013 - June 2015
H.I.G. WhiteHorse December 2006 - December 2013
Goldman Sachs May 2005 - August 2005
Morgan Stanley February 2003 - June 2004
Citigroup July 2000 - July 2002
Skills
Fixed Income, Valuation, Financial Modeling, Bonds, Debt
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance/Investments
Columbia University in the City of New York 1996 — 2000
BA, Economics/Mathematics
High School 1993 — 1996
TIAA-CREF July 2012 - Present
TIAA-CREF July 2010 - June 2012
CIT Group, Inc. September 2009 - July 2010
CIT Group, Inc June 2007 - August 2009
Citigroup November 2004 - August 2006
Citigroup November 2003 - November 2004
Fried Frank June 2001 - November 2003
Skills
Human Resources, Recruiting, Talent Acquisition, Leadership, Performance Management, Talent Management, Succession Planning, Employee Relations, Employee Benefits, Deferred Compensation
Education
Cornell University 1997 — 2001
BS, Hotel Administration
Bank of America August 2015 - Present
Citigroup October 2009 - August 2015
Merrill Lynch March 2005 - October 2009
JPMorgan Chase January 2002 - March 2005
Skills
Equities, Fixed Income, Capital Markets, Investment Banking, Series 7, Securities, Derivatives, Trading Systems, Series 63, FINRA, Asset Managment, Hedge Funds, Credit Derivatives, Financial Services, Corporate Finance, Structured Products, Financial Analysis, Prime Brokerage, Financial Modeling, Electronic Trading, Risk Management, Valuation, Asset Management, Investments, Swaps, Financial Risk, Market Data, Middle Office, Banking, Securitization, Portfolio Management, AML, Finance, Structured Finance, Options, Equity Trading, Financial Markets, Alternative Investments, Bloomberg, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2002 — 2005
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
Bank of America June 2013 - Present
JP Morgan October 2008 - Present
Bank of America October 2006 - October 2008
Citigroup 2005 - 2006
GE Capital 2004 - 2005
American Express 1999 - 2004
Skills
Portfolio Management, Loans, Credit Cards, Treasury Management, Cards, Liquidity Management, Global Payment Flows, Payments, Risk Management, Capital Markets, Investment Banking, Banking, Fixed Income, Credit Risk, Financial Modeling, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance, General
Cornell University 1991 — 1995
Bachelor of Science (BS), Finance
Citi September 2012 - Present
Citigroup January 2000 - September 2012
Citibank 2000 - September 2012
Citi 2000 - September 2012
Citibank Florida 2000 - September 2012
Skills
Information Security..., Business Continuity, Information Security, Risk Management, IT Audit, CISSP, Financial Risk, Operational Risk..., CISM, Banking, CISA, Operational Risk
Education
Coppead UFRJ 1995 — 1995
MBA, Business Administration
Pontifícia Universidade Católica do Rio de Janeiro 1982 — 1987
Computer Sciences
Citi August 2011 - Present
Citigroup June 2010 - August 2010
Banc of America Securities May 2005 - December 2007
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA
Columbia University in the City of New York 2001 — 2005
Deloitte February 2015 - Present
Mediterra Collection February 2009 - Present
PSL Group March 2011 - June 2012
Arc Partners - CIGNA 2008 - 2009
Citigroup 2006 - 2008
BearingPoint 2000 - 2006
Atlas Group 1997 - 2000
AT&T 1983 - 1997
Skills
Process Engineering, Program Management, Business Process..., Six Sigma, Cross-functional Team..., Customer Relations, Management Consulting, PMO, Business Transformation, Change Management, Process Improvement, Re-engineering, Vendor Management, Project Management, CRM, Strategy, Consulting, Organizational Design, Product Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
Master of Business Administration (M.B.A.), Marketing / Int'l Business
Columbia University in the City of New York 1979 — 1983
BA, Economics
Citi December 2011 - Present
Computer Science Corporation January 2011 - November 2011
Bank of America May 2000 - December 2010
MBNA 2000 - May 2006
Citigroup September 1998 - May 2000
Education
Computer Learning Center 1997 — 1998
Community College of Philadelphia
KCG Americas LLC March 2014 - Present
AllianceBernstein LP July 2011 - March 2014
Citadel Investment Group November 2010 - July 2011
Goldman Sachs November 2009 - November 2010
Bloomberg L.P. August 2009 - November 2009
Citigroup June 2009 - August 2009
Columbia University September 2003 - May 2009
Skills
Financial Analysis, Quantitative Finance, Monte Carlo Simulation, Quantitative Analytics, Stochastic Calculus, Fixed Income, Financial Engineering, Bloomberg, Derivatives, Equities, Time Series Analysis, R, Hedge Funds, Trading Systems, Portfolio Optimization, C++, Java, Electronic Trading, Credit Derivatives, Market Making, Market Microstructure, Liquidity Management, KDB+, Statistical Modeling, Matlab, Market Risk, Equity Derivatives, Options, Financial Markets, Interest Rate..., VBA
Education
Columbia University in the City of New York 2003 — 2009
PhD, Physics
University of Science and Technology of China 1998 — 2003
BS, Physics
Citibank, NA SVPCiti2010 - Present
Citibank May 1977 - Present
Citigroup 1977 - Present
Skills
Business Analysis, Vendor Management, Banking, Risk Management, Financial Services, Program Management, Credit Cards, Process Improvement, Credit, PMO, SDLC, Mergers & Acquisitions, Management, Project Portfolio..., Team Management, CRM, Governance, Change Management, Relationship Management, Financial Risk, Wealth Management, Resource Management, Strategy, Portfolio Management, Analytics, Analysis, Software Project..., Leadership, Business Intelligence, Requirements Gathering, Call Centers, Project Delivery, IT Strategy, Project Management, Insurance, Business Requirements, Business Process, Business Transformation, Business Process..., User Acceptance Testing, Requirements Analysis, Business Process..., Business Strategy, Operational Risk
Education
Columbia College of Columbia University 1972 — 1977
Religion and Psychology
Columbia University in the City of New York 1972 — 1977
Religion
J.P. Morgan Private Bank June 2015 - August 2015
Bloomingdale's December 2011 - June 2013
Bloomingdale's July 2010 - December 2011
Conde Nast September 2009 - April 2010
Columbia University Athletic Department 2008 - 2010
Bloomingdale's June 2009 - August 2009
Merrill Lynch September 2008 - April 2009
Citigroup June 2008 - July 2008
Skills
Marketing, Strategy, Sales, Microsoft Office
Education
University of Pennsylvania 2013 — 2016
Juris Doctor and Master of Business Administration (JD/MBA), Finance, Law
Columbia University in the City of New York 2006 — 2010
B.A., Economics, Hispanic Studies
JPMorgan Chase & Co. May 2015 - Present
Shellpoint Mortgage May 2011 - March 2015
Roosevelt Management Company December 2008 - May 2011
Barclays Capital September 2008 - October 2008
Lehman Brothers January 2005 - September 2008
Lehman Brothers March 1996 - January 2005
Citicorp April 1995 - March 1996
Citigroup 1995 - 1996
University of Michigan 1991 - 1994
Franklin Savings 1987 - 1989
Education
The University of Chicago 1981 — 1993
PhD, Finance, Econometrics
Northwestern University 1983 — 1987
Adjunct Prof
Cornell University 1977 — 1981
Bachelor of Science, Economics
Bedford High School
University of Michigan - Stephen M. Ross School of Business
Credit Suisse July 2013 - Present
Credit Suisse July 2010 - June 2013
Citigroup June 2009 - August 2009
Citigroup June 2008 - August 2008
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Mergers, Economics, Business Valuation, Financial Markets, Financial Institutions, Finance, Trading
Education
Columbia University in the City of New York 2006 — 2010
B.A., Economics, Hispanic Studies
Fountain Valley School of Colorado 2002 — 2006
Jack Kent Cooke Foundation September 2014 - Present
Cambium Learning 2009 - Present
Citizens Union 2008 - Present
Palm Ventures January 2010 - August 2014
Plainfield Asset Management May 2008 - December 2009
Financial Institutions Regulatory Authority 2006 - 2009
Kaplan, Inc. 2002 - 2008
NYC Board of Education February 2000 - August 2002
Citigroup 1998 - 2000
Salomon Brothers 1993 - 1999
Skills
Venture Capital, Mergers, Corporate Development, Start-ups, Fundraising, Strategic Partnerships, Hedge Funds, Mergers & Acquisitions, Entrepreneurship, Strategy, Leadership, Due Diligence, Strategic Planning, Executive Management, Business Strategy, Private Equity, Business Development, Corporate Finance, Business Planning, Restructuring, Management Consulting, Financial Modeling, Acquisition Integration
Education
Oxford University 1976 — 1978
MA (Oxon), Politics, Philosophy & Economics
Cornell Law School 1974 — 1979
JD
Cornell University 1970 — 1974
BS, Industrial & Labor Relations
Citigroup 2003 - 2007
Salomon Brothers 1989 - 1999
Skills
Risk Management, Derivatives, Options
Education
New York University 1984 — 1989
Applied Mathematics
Cornell University 1983 — 1984
Applied Mathematics
Northwestern University 1978 — 1981
Integrated Science
MasterCard Advisors February 2006 - May 2015
Citigroup November 2002 - November 2005
Transactional Data Solutions May 2000 - July 2001
Applied Information for Marketing May 1993 - May 2000
MRCA Information Services May 1992 - May 1993
Claritas Corporation May 1982 - May 1992
Skills
Product Management, Management, Analysis, Market Research, Product Development, Business Process, Leadership, Management Consulting, Requirements Analysis, Data Analysis, Marketing Strategy, Software Documentation, Marketing, Software Development, Training, Strategy, Analytics, CRM, Financial Services, Credit Cards, Segmentation, Demographics
Education
Cornell University
Bachelor's Degree, Electrical Engineering
University of Pennsylvania
Master's Degree, Systems Engineering
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Decision Science
AAFMAA Wealth Management LLC July 2012 - Present
Wells Fargo Private Bank August 2010 - July 2012
HSBC Private Bank 2007 - March 2011
Citigroup 2002 - 2007
US Trust 1999 - 2002
Republic National Bank 1994 - 1999
US Navy 1972 - 1975
Skills
Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Wealth, Wealth Management, Insurance, Asset Management, Asset Allocation, Retirement Planning, Philanthropy, Financial Planning, Trusts, Special Needs Trusts, Trust Services, Trust Management, Personal Trust..., Strategic Financial..., Financial Advisory, Asset Managment, Mutual Funds, Series 63, Private Banking, Investment Strategies, Relationship Management, Financial Risk, Bonds, Fixed Income, Portfolio Management, Management, Investments, Risk Management, Financial Services, Banking
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Teachers College of Columbia University 1974 — 1975
M.A., Educational Technology
Connecticut College 1968 — 1972
A.B., History
SessionM June 2014 - Present
Putnam Investments August 2011 - May 2014
Capital IQ September 2008 - July 2011
The Princeton Review July 2008 - August 2008
Citigroup August 2007 - June 2008
Education
Cornell University 2006 — 2007
M.Eng, Electrical and Computer Engineering
The Johns Hopkins University 2002 — 2006
BS, Electrical and Computer Engineering
Yonsei University 2005 — 2005
Study Abroad, Electrical and Computer Engineering
River Hill High School 1998 — 2002
High School
Pax Ellevate Management September 2015 - Present
Ellevate Network September 2013 - September 2015
Harvard University October 2011 - September 2013
Morgan Stanley July 2009 - September 2011
Smith Barney August 2008 - July 2009
Citigroup February 2007 - August 2008
Smith Barney March 1997 - February 2007
SMITH BARNEY January 1995 - February 1997
Smith Barney May 1984 - January 1995
Skills
Strategy, Leadership, New Business Development, Business Development, Business Strategy, Sales Management, Investments, Financial Services, Mergers & Acquisitions, Management, CRM, Portfolio Management, Financial Advisory, Risk Management, Program Management, Series 63, Executive Management, Mutual Funds, Strategic Financial..., Marketing, Entrepreneurship, Securities, Training, Alternative Investments, Finance, Retirement Planning, Strategic Communications, Strategic Planning, Insurance, Relationship Management, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Series 7, Management Consulting, Strategic Partnerships, Nonprofits, Financial Planning, Organizational Vision
Education
Harvard University 2011 — 2012
Certificate, Advanced Leadership
Cornell University
Bachelor of Arts, magna cum laude, Economics
Harvard University
MPA, Public Administration
SES Americom January 2005 - July 2008
JRF Consulting March 2002 - December 2004
Citigroup April 1998 - March 2002
Viacom February 1988 - January 1998
Capital Cities/ABC February 1980 - January 1988
Booth, Lipton & Lipton December 1977 - February 1980
AFS Intercultural Programs May 1972 - July 1974
Skills
Mergers, Management, Corporate Law, Intellectual Property, Strategic Partnerships, Strategy, Mergers & Acquisitions, Tourism, Guiding, Youth Programs, Young Adults, Young People
Education
Cornell Law School 1974 — 1977
J.D., Law
Yale University 1968 — 1972
B.A., Political Science
S&P Capital IQ September 2014 - Present
Coastal Management, LLC January 2013 - August 2013
Tudor Investment Corporation October 2012 - January 2013
Bank of America Merrill Lynch November 2010 - March 2012
Morgan Stanley December 2009 - October 2010
Columbia University June 2009 - November 2009
Citigroup February 2009 - May 2009
Columbia Business School January 2009 - May 2009
Multinational Strategic Financing Enterprises LLC September 2008 - December 2008
Skills
Portfolio Management, Python, Machine Learning, C#, C++, Bloomberg, Data Analysis, Fixed Income, VBA, Equities, Analysis, Derivatives, Statistics, Financial Modeling, Hedge Funds, Strategy, Matlab, Options, Quantitative Finance, Trading Systems, Access, Java, Trading
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
Master of Financial Engineering
Columbia University in the City of New York 2007 — 2009
Master of Science (M.S.), Operations Research
Tsinghua University 2003 — 2007
Bachelor of Engineering (B.E.), Mechanical Engineering
Beijing No. 4 High School 2000 — 2003
De Lage Landen July 2010 - Present
De Lage Landen September 2007 - July 2010
Citigroup 2004 - 2007
Skills
Credit, Risk Management, Finance, Financial Analysis, Credit Risk, Credit Analysis, Financial Risk, Asset Management, Account Management, CRM, Analysis, Portfolio Management, Due Diligence, Internal Controls, Financial Reporting, Change Management, Vendor Management, Financial Services, Relationship Management, Management, Structured Finance, Loans, Banking, Commercial Lending, Asset Based Lending
Education
Concordia University 1998 — 2001
MidOcean Partners February 2003 - Present
Deutsche Bank May 2000 - February 2003
Citigroup 2000 - 2000
World Color Press 1999 - 1999
White & Case 1995 - 1999
Deloitte & Touche 1989 - 1992
Education
Cornell Law School 1992 — 1995
Doctor of Law (JD)
University of Pennsylvania 1985 — 1989
Bachelor of Science (BS), Accounting and Finance
Citigroup March 2011 - Present
Nationwide Insurance July 2006 - April 2011
JPMorgan Chase March 2004 - July 2006
Bank One Corporation March 2002 - December 2004
Education
Columbus State Community College 1973 — 1977
Associate, Business Data Processing
AXA Investment Managers October 2013 - Present
EcoSys February 2013 - June 2013
Melanie Heu Weddings + Events March 2010 - February 2013
Neuman's Catering May 2011 - December 2011
OneSource Worldwide Inc. November 2009 - March 2010
Goldman Sachs 2008 - 2008
Citigroup 2000 - 2008
Condé Nast 1999 - 2000
MTV Networks 1995 - 1999
Skills
Strategic Planning, Event Management, Event Planning, Microsoft Office, Marketing, Project Management, Social Media, Office Management, FF&E Procurement, Public Speaking, Leadership, Program Management, Budgets, Management
Education
New York University 2009 — 2010
Professional Certificate, Meeting, Conference & Event Management
Columbia University in the City of New York 1991 — 1995
BA, Architecture
Apollo Global Management LLC July 2015 - Present
Citi January 2015 - June 2015
Citigroup July 2013 - December 2014
Citi August 2012 - July 2013
Citigroup July 2010 - August 2012
M. Safra & Co. June 2009 - July 2009
Deutsche Bank October 2008 - December 2008
Merrill Lynch June 2008 - August 2008
Momenta Pharmaceuticals May 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Financial Analysis, Strategic Planning, Due Diligence, Hedge Funds, Bloomberg Terminal, Stata, R, Econometrics, Economics, Statistics, Spanish, Financial Planning, Competitive Strategies, Portfolio Optimization, Board Presentations, Team Leadership, Excel, PowerPoint, Macroeconomics, Microeconomics, Russian, Competitor Intelligence, Competitive Analysis, Investment Banking, Capital Markets, Equity Capital Markets, Mergers & Acquisitions, Securitization, Asset-backed..., Analysis, Fixed Income, Valuation, Strategy, Derivatives, Strategic Financial...
Education
Connecticut College 2006 — 2010
BA, Economics, Mathematics- Applied Statistics
UCL 2008 — 2008
BA, Economics
Citigroup Executive SecretaryLehman BrothersApril 1994 - March 2004
Education
Cornell University 1984 — 1985
None, One Year Course for Women in Business
The Estée Lauder Companies Inc. January 2014 - Present
Avon August 2012 - December 2013
Avon May 2011 - August 2012
Avon May 2010 - May 2011
ANN INC. November 2009 - May 2010
Citigroup November 2005 - December 2008
Citigroup June 1998 - October 2005
Skills
Forecasting, Consumer Products, Supply Chain, Product Costing, Budgets, Corporate FP&A, Financial Reporting, Equity Research, Financial Statement..., Retail, Financial Modeling, Finance, Income Statement, Cross-functional Team..., FMCG, Analysis, Internal Controls, Valuation, Strategic Financial..., Logistics, Competitive Analysis, P&L, Sourcing, Marketing, Manufacturing
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance and Marketing
Cornell University 1994 — 1998
BS, Consumer Economics
Citigroup May 2014 - Present
NYU Stern School of Business August 2012 - Present
Citigroup June 2013 - August 2013
Axcel June 2010 - August 2012
Groupon December 2010 - August 2011
Nordic Private Equity Conference July 2010 - November 2010
Experian May 2008 - December 2008
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Copenhagen Business School 2007 — 2010
BSc
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2009
GLOBE
The Chinese University of Hong Kong 2009 — 2009
GLOBE
Contrino Travel and Intercruises January 2008 - Present
Citigroup 2002 - 2007
Citigroup 1985 - 2002
Skills
HRIS, Tourism, Benefits Administration, Relationship Management, Human Resources, Incentive Programs, Employee Relations, Employee Benefits
Education
Columbia University in the City of New York
Aimia Inc September 2012 - January 2015
Epicor Retail January 2011 - October 2011
Groupe Rinaldi December 2009 - March 2010
Citigroup September 2007 - November 2008
National Bank of Canada July 2003 - April 2007
Canadian Imperial Bank of Commerce July 2000 - September 2002
Sears Canada January 1998 - July 2000
Skills
Marketing Strategy, Credit Cards, Retail, Customer Relations, Market Research, Marketing Management, Product Management, Direct Marketing, Analytics, Strategic Thinking, Loyalty Programs, Loyalty Marketing, Management, Marketing Communications
Education
2003Schulich School of Business at York University
Master's
Bialik 1984 — 1989
Concordia University
Bachelor of Arts
Marianopolis College
D.E.C
The Blackstone Group August 2013 - Present
Credit Suisse June 2004 - August 2013
Citigroup June 2003 - August 2003
Deutsche Bank June 2002 - August 2002
Education
Columbia University in the City of New York 2000 — 2004
BA, Economics
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Economics
JPMorgan Chase & Co. October 2013 - Present
Citigroup December 2008 - October 2013
Bank of America February 2001 - December 2008
Verizon May 1999 - July 2000
Skills
Banking, Fixed Income, Financial Services, Leadership, Project Management, MS Project, Analysis
Education
University of Delaware 2013 — 2013
Business Analyst Certificate Program, Business Analyst
University of Delaware 2012 — 2012
Project Management Certificate Program, Project Management, A
University of Delaware 2000 — 2005
Bachelor of Arts (B.A.), Sociology
Community College of Philadelphia 1998 — 2000
Miami Cardiovascular Sr. Director, Global Relationship ManagerUST Global2006 - 2008
Citigroup 2006 - 2006
United Health Care 2001 - 2002
JP Morgan 2000 - 2001
Pfizer 1999 - 2000
Hoffman LaRoche 1999 - 1999
information Resources Inc 1997 - 1998
Cap Gemini Ernst & Young 1996 - 1998
Atlantic Gulf Communities 1994 - 1996
Avten Corp 1985 - 1993
Education
Connecticut College
Government, Economics
Rutgers University-New Brunswick
BA, Political Science, Economics
Liberty National Life Insurance Company October 2008 - Present
Citigroup June 2006 - August 2006
Bear Wagner, Specialists LLC June 2005 - August 2005
Columbia University Real Estate June 2004 - August 2004
Education
Columbia University in the City of New York 2004 — 2008
Economics
Columbia UniversityNew
Bachelor of Arts, Economics
Clayton High School
Dedicated Technologies Inc. June 2010 - Present
Citigroup June 2006 - April 2010
Skills
Business Requirements, Requirements Gathering, Reference Data, SDLC, User Acceptance Testing, Business Analysis, Fixed Income, Transfer Agency, Middle Office, Derivatives, Trading Systems, Gap Analysis, FX Options, Functional..., JAD, Defect Tracking, Resource Management, Management Consulting, Business Process Design, Business Process..., Requirements Analysis, Visio
Education
Franklin University 2007 — 2009
BS, Management Information Sciences
Columbus State 2002 — 2004
Associate's degree, Computer/Information Technology Administration and Management
Universite de Conakry 1995 — 2000
Bachelor's degree, Mechanical Engineering
Citigroup Executive Director, Public/Private InitiativesCity of New York2002 - 2004
Dress for Success Worldwide 2000 - 2002
Jobs For Youth 1995 - 1997
USWEST Technologies 1994 - 1995
Education
Columbia University in the City of New York
MA, Policy, Education, (Nonprofit) Business Management
Northwestern University
BA, History
Princeton High School
Art Institute of Colorado July 2015 - Present
First Data Corporation February 2014 - March 2015
Citigroup March 2000 - December 2010
The Denver Post March 1987 - November 1998
Skills
Service Delivery, Vendor Management, SDLC, Risk Management, Process Improvement, Project Management, Call Centers, Management, Customer Service, Requirements Analysis, Cisco Technologies, Avaya, Microsoft Office, Infrastructure, Leadership, Information Technology
Education
Community College of Denver 1980 — 1987
Gettysburg College 1977 — 1979
Columbia University in the City of New York September 2013 - December 2014
Citigroup June 2014 - August 2014
Mommsen Global LLC December 2013 - February 2014
Bank of China July 2012 - September 2012
Tsinghua University February 2011 - June 2012
Bank of China July 2011 - September 2011
Skills
Matlab, Statistics, R, Mathematica, Eviews, Financial Modeling, VBA, Java, Microsoft Office, Bloomberg, SAS, C++, Equities, Equity Research, Financial Accounting, Photoshop, Data Analysis, Microsoft Excel, Electronic Trading, Research, Economics, PowerPoint, Quantitative Analytics, SQL, Python, Algorithms, Stata, LaTeX, C, Data Mining, Mandarin, Mathematics, Statistical Modeling, Financial Analysis, Econometrics, Quantitative Research, Quantitative Finance, Time Series Analysis, MATLAB
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Mathematics of Finance, 4.0
Tsinghua University 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Physics
Citigroup 2014 - Present
Deloitte 2012 - 2013
Skills
Matlab, C, C++, Python, Data Analysis, Statistics, SQL, R, Databases, Financial Modeling, Analysis, VBA, Financial Analysis, Risk Management
Education
Columbia University in the City of New York 2013 — 2014
Master of Science, Financial Engineering
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science, Electrical Engineering
Citigroup April 2009 - Present
Merrill Corporation April 2003 - September 2008
Nationwide Insurance August 2000 - March 2003
Education
Columbus State Community College 2009 — 2010
Inforamation Technology
Citigroup March 2011 - Present
Nationwide Insurance 2006 - 2011
JP Morgan Chase Bank 2002 - 2006
Compuware 1998 - 2002
Skills
Mainframe, CICS, SDLC, JCL, COBOL, MVS, IMS DB/DC, Capacity Planning, IBM Mainframe, IT Strategy, Requirements Analysis, Business Analysis, z/OS, Release Management, REXX, Requirements Gathering, Quality Center, VSAM, Systems Analysis, Testing, Business Requirements, Databases, ISPF, Performance Tuning, Disaster Recovery, TSO, Fileaid, OS/390, Easytrieve, Endeavor, Software Project..., User Acceptance Testing, Data Warehousing, Enterprise Architecture, Data Modeling, Application Architecture, SOA, Solution Architecture, WebSphere MQ
Education
Columbus State 1974 — 1977
Associate's degree, Information Technology
Columbus State 1973 — 1977
Associate, Information Technology
fox industries Senior CAD DesignerAlignJanuary 2015 - Present
Iconic Mechanical March 2014 - August 2014
Mar-Sal Plumbing and Heating Inc October 2012 - September 2013
Fox Industries Ltd June 2011 - January 2012
Granite Construction July 2010 - January 2011
ATCI Technical Training Queens, NY June 2009 - December 2009
RSP Systems November 2008 - June 2009
Citigroup November 2006 - November 2008
Williams Valves Corp. June 2006 - November 2006
Frames & Doors October 2005 - May 2006
Skills
CAD, Microstation, AutoCAD, Construction Management, Revit, Microsoft Office, Submittals, Construction, Adobe Creative Suite, AutoCAD Architecture, BIM, Construction Drawings, SketchUp, LEED, MicroStation, Contract Management, Contract Negotiation
Education
Mechanic's Institute 2013 — 2015
Contruction and Engineering
Concordia University 2003 — 2004
associate, engineering
Dawson College 1995 — 2000
Engineering
Rosemount Technology Center 1994 — 1995
Drafrting/Cad
Dawson College 1991 — 1993
Associate’s Degree, Mechanical Engineering