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
Employee
Years
Job
Industry
Rob Freiburger Rob Freiburger's Citigroup Experience March 2006 - May 2006
Job Software Engineer specializing in Mobile and Web
Industry Computer Software
Experience
Quintify Database Solutions, Inc. September 2014 - June 2015
RPI Media Inc August 2014 - September 2014
CREST Technologies January 2012 - April 2013
Intel June 2010 - June 2011
Cape Fear Community College November 2009 - May 2010
Alliance Technologies May 2008 - May 2009
Carrier Access, Inc. October 2006 - June 2007
CitiGroup March 2006 - May 2006
Minnesota Public Radio September 2005 - January 2006
Skills
OS X, Git, JavaScript, Ruby on Rails, Troubleshooting, Python, Linux, Objective-C, SQL, Web Development, Ruby, Perl, PostgreSQL, jQuery, Erlang, Networking, Cocoa, Cocoa Touch, Operating Systems, C++, SQLite, Xcode, Sublime Text, TextMate, Macintosh hardware, iOS, iOS development, Windows, Casper Suite, Parallels, VMware Fusion, Microsoft Office for Mac, Apple Configurator, Computer Management, Policy Enforcement, Servers, Programming, Technical Support, DeployStudio, Automation, Virtual Servers, Software Design, Software Development, Software Engineering, Software Documentation, Virtualization, System Deployment, HTML 5, REST, JSON
Education
Drake University 2006 — 2010
Bachelor of Science (B.S.), Computer Science
Quintify Database Solutions, Inc. September 2014 - June 2015
RPI Media Inc August 2014 - September 2014
CREST Technologies January 2012 - April 2013
Intel June 2010 - June 2011
Cape Fear Community College November 2009 - May 2010
Alliance Technologies May 2008 - May 2009
Carrier Access, Inc. October 2006 - June 2007
CitiGroup March 2006 - May 2006
Minnesota Public Radio September 2005 - January 2006
Skills
OS X, Git, JavaScript, Ruby on Rails, Troubleshooting, Python, Linux, Objective-C, SQL, Web Development, Ruby, Perl, PostgreSQL, jQuery, Erlang, Networking, Cocoa, Cocoa Touch, Operating Systems, C++, SQLite, Xcode, Sublime Text, TextMate, Macintosh hardware, iOS, iOS development, Windows, Casper Suite, Parallels, VMware Fusion, Microsoft Office for Mac, Apple Configurator, Computer Management, Policy Enforcement, Servers, Programming, Technical Support, DeployStudio, Automation, Virtual Servers, Software Design, Software Development, Software Engineering, Software Documentation, Virtualization, System Deployment, HTML 5, REST, JSON
Education
Drake University 2006 — 2010
Bachelor of Science (B.S.), Computer Science
John Wechsler, MBA, CPA John Wechsler, MBA, CPA's Citigroup Experience August 2008 - July 2013
Job CFO, Middle Market Banking South Region at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Citigroup August 2008 - July 2013
Citigroup February 2007 - August 2008
CitiFinancial International 2003 - 2007
CitiFinancial International 2001 - 2003
CitiCapital 1996 - 2001
The Associates (acquired by Citigroup) 1993 - 1996
First Gibraltar Bank (acquired by Bank of America) 1989 - 1993
MBank (acquired by Chase) 1982 - 1989
Skills
Financial Modeling, Forecasting, Accounting, Analysis, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Strategic Financial..., Budgeting, Strategic Planning, Due Diligence, Mergers, Team Building, Re-engineering, International Finance, Financial Reporting, Business Planning, Expense Reduction, Restructuring, Process Improvement, Financial Planning, SOX, Capital Budgeting, CPA, Mortgage Lending, Subprime, Growth Strategies, Modeling, Operations and..., IT Implementation, Pricing Analysis, Product Profitability, Leasing, Equipment Finance, Mortgage, Consumer Finance, Retail Banking, Cost Takeout, Customer Profitability, M&A, Essbase, PowerPoint, Cognos tm-1, Divestitures, Financial Controls, capital planning, KPI's, Budgets, Finance, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Emphasis on Finance
University of Virginia 1975 — 1979
BA, Economics
JPMorgan Chase January 2014 - Present
Citigroup August 2008 - July 2013
Citigroup February 2007 - August 2008
CitiFinancial International 2003 - 2007
CitiFinancial International 2001 - 2003
CitiCapital 1996 - 2001
The Associates (acquired by Citigroup) 1993 - 1996
First Gibraltar Bank (acquired by Bank of America) 1989 - 1993
MBank (acquired by Chase) 1982 - 1989
Skills
Financial Modeling, Forecasting, Accounting, Analysis, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Strategic Financial..., Budgeting, Strategic Planning, Due Diligence, Mergers, Team Building, Re-engineering, International Finance, Financial Reporting, Business Planning, Expense Reduction, Restructuring, Process Improvement, Financial Planning, SOX, Capital Budgeting, CPA, Mortgage Lending, Subprime, Growth Strategies, Modeling, Operations and..., IT Implementation, Pricing Analysis, Product Profitability, Leasing, Equipment Finance, Mortgage, Consumer Finance, Retail Banking, Cost Takeout, Customer Profitability, M&A, Essbase, PowerPoint, Cognos tm-1, Divestitures, Financial Controls, capital planning, KPI's, Budgets, Finance, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Emphasis on Finance
University of Virginia 1975 — 1979
BA, Economics
Norma Kearns's Citigroup Experience January 2009 - September 2009
Job Senior Fund Accountant at Citco Fund Services (San Francisco), Inc.
Industry Financial Services
Experience
Citco Fund Services (San Francisco), Inc. October 2014 - Present
Centaur Fund Services September 2010 - August 2014
J.P. Morgan February 2010 - August 2010
Bank of New York Mellon August 2009 - March 2010
Citigroup January 2009 - September 2009
Skills
Accounting, Corporate Finance, Financial Reporting, Account Reconciliation, Financial Accounting, Fund Administration, Fund Accounting, Financial Analysis, IFRS, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Finance, Financial Statements, Equities, Fixed Income, Auditing, US GAAP, Derivatives, Investments, Securities, Valuation, Microsoft Excel, Alternative Investments, Fund Of Funds, Private Equity, Analysis, Due Diligence, Bloomberg Terminal, Options, Teamwork, Bonds, Corporate Actions, FX Options, Financial Audits, Business Development, Financial Risk, Asset Allocation, Cash Flow, Time Management
Education
City Colleges, Dublin 2013 — 2014
Dublin Business School 2011 — 2012
ACCA
Waterford Institute of Technology 2005 — 2009
BA Financial Services, Business Studies
Citco Fund Services (San Francisco), Inc. October 2014 - Present
Centaur Fund Services September 2010 - August 2014
J.P. Morgan February 2010 - August 2010
Bank of New York Mellon August 2009 - March 2010
Citigroup January 2009 - September 2009
Skills
Accounting, Corporate Finance, Financial Reporting, Account Reconciliation, Financial Accounting, Fund Administration, Fund Accounting, Financial Analysis, IFRS, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Finance, Financial Statements, Equities, Fixed Income, Auditing, US GAAP, Derivatives, Investments, Securities, Valuation, Microsoft Excel, Alternative Investments, Fund Of Funds, Private Equity, Analysis, Due Diligence, Bloomberg Terminal, Options, Teamwork, Bonds, Corporate Actions, FX Options, Financial Audits, Business Development, Financial Risk, Asset Allocation, Cash Flow, Time Management
Education
City Colleges, Dublin 2013 — 2014
Dublin Business School 2011 — 2012
ACCA
Waterford Institute of Technology 2005 — 2009
BA Financial Services, Business Studies
Vasu Rangaswami Vasu Rangaswami's Citigroup Experience March 2003 - September 2003
Job Senior Business Planner at Microsoft
Industry Computer Software
Experience
Microsoft April 2013 - Present
Microsoft March 2010 - March 2013
Microsoft August 2008 - February 2010
IBM Corporation May 2007 - August 2007
AmeriPath December 2004 - May 2006
Transplace September 2003 - December 2004
Citigroup March 2003 - September 2003
Sapient 2000 - 2003
Compuware 1997 - 2000
Square D Software 1995 - 1996
Skills
Business Analysis, Business Strategy, Product Marketing, Marketing Strategy, Marketing Research, Business Intelligence, Channel Marketing, Market Research, Product Management, Product Strategy, Sun Certified Java..., Multi-channel Marketing, Strategy, Enterprise Software, Management, SaaS, Sales Enablement, Cloud Computing, Analytics, Software Development, Competitive Analysis, SharePoint, Go-to-market Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Mangalore University
B. Tech.
Manipal Institute of Technology
Bachelors
PSBB
Microsoft April 2013 - Present
Microsoft March 2010 - March 2013
Microsoft August 2008 - February 2010
IBM Corporation May 2007 - August 2007
AmeriPath December 2004 - May 2006
Transplace September 2003 - December 2004
Citigroup March 2003 - September 2003
Sapient 2000 - 2003
Compuware 1997 - 2000
Square D Software 1995 - 1996
Skills
Business Analysis, Business Strategy, Product Marketing, Marketing Strategy, Marketing Research, Business Intelligence, Channel Marketing, Market Research, Product Management, Product Strategy, Sun Certified Java..., Multi-channel Marketing, Strategy, Enterprise Software, Management, SaaS, Sales Enablement, Cloud Computing, Analytics, Software Development, Competitive Analysis, SharePoint, Go-to-market Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Mangalore University
B. Tech.
Manipal Institute of Technology
Bachelors
PSBB
Thomas Comiskey Thomas Comiskey's Citigroup Experience 2004 - 2008
Job HSBC VP Compliance Assurance
Industry Banking
Experience
HSBC March 2014 - Present
Standard Chartered Bank February 2008 - February 2014
Citigroup Private Bank 2004 - 2008
Citigroup 2004 - 2008
Credit Agricole Indosuez April 1999 - July 2004
The Chase Manhattan Bank 1994 - 1998
The Chase Manhattan Bank 1994 - 1998
ABN AMRO 1990 - 1994
Skills
AML, Banking, Capital Markets, Commercial Banking, Credit Risk, Due Diligence, Financial Risk, Investment Banking, Operational Risk, Operational Risk..., Risk Management, Derivatives, Enterprise Risk..., Equities, KYC, Anti Money Laundering
Education
LIU Post 1991 — 1993
Dowling College 1986 — 1990
BBA, Accounting, Finance
HSBC March 2014 - Present
Standard Chartered Bank February 2008 - February 2014
Citigroup Private Bank 2004 - 2008
Citigroup 2004 - 2008
Credit Agricole Indosuez April 1999 - July 2004
The Chase Manhattan Bank 1994 - 1998
The Chase Manhattan Bank 1994 - 1998
ABN AMRO 1990 - 1994
Skills
AML, Banking, Capital Markets, Commercial Banking, Credit Risk, Due Diligence, Financial Risk, Investment Banking, Operational Risk, Operational Risk..., Risk Management, Derivatives, Enterprise Risk..., Equities, KYC, Anti Money Laundering
Education
LIU Post 1991 — 1993
Dowling College 1986 — 1990
BBA, Accounting, Finance
Lydia Chen Lydia Chen's Citigroup Experience 2001 - 2003
Job COO at Edgeflip, LLC
Industry Internet
Experience
Edgeflip, LLC December 2014 - Present
Daniels Consulting Group, LLC 2012 - 2014
Self Employed 2011 - 2014
Yahoo 2008 - 2011
Yahoo! 2006 - 2008
Agilent Technologies 2004 - 2006
Citigroup 2001 - 2003
Skills
Testing, Cross-functional Team..., Strategy, Business Development, Analytics, CRM, Management, Leadership, Analysis, Online Advertising, Forecasting, Mergers & Acquisitions, Business Strategy, Sales Operations, Strategic Planning, Financial Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Business Administration and Management, General
Northwestern University 1998 — 2001
BS, Communication Studies, Psychology, Sociology
Edgeflip, LLC December 2014 - Present
Daniels Consulting Group, LLC 2012 - 2014
Self Employed 2011 - 2014
Yahoo 2008 - 2011
Yahoo! 2006 - 2008
Agilent Technologies 2004 - 2006
Citigroup 2001 - 2003
Skills
Testing, Cross-functional Team..., Strategy, Business Development, Analytics, CRM, Management, Leadership, Analysis, Online Advertising, Forecasting, Mergers & Acquisitions, Business Strategy, Sales Operations, Strategic Planning, Financial Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Business Administration and Management, General
Northwestern University 1998 — 2001
BS, Communication Studies, Psychology, Sociology
Denitra Muhammad's Citigroup Experience June 2007 - November 2007
Job Human Resource Manager, Education Professional
Industry Human Resources
Experience
Damon House November 2007 - February 2009
Citigroup June 2007 - November 2007
Taylor Business Institute September 2005 - September 2006
Chase Auto Finance November 1998 - June 2005
IRN August 2000 - September 2001
Education
Keller Graduate School of Management of DeVry University 2005 — 2014
Master of Business Administration (MBA), Human Resources Management
Middlesex County College 2013 — 2013
Certificate in Human Resources Management, Human Resources Management/Personnel Administration, General
Dowling College 1995 — 2003
BBA, Business Administration and Management
Damon House November 2007 - February 2009
Citigroup June 2007 - November 2007
Taylor Business Institute September 2005 - September 2006
Chase Auto Finance November 1998 - June 2005
IRN August 2000 - September 2001
Education
Keller Graduate School of Management of DeVry University 2005 — 2014
Master of Business Administration (MBA), Human Resources Management
Middlesex County College 2013 — 2013
Certificate in Human Resources Management, Human Resources Management/Personnel Administration, General
Dowling College 1995 — 2003
BBA, Business Administration and Management
Nick Vrabel's Citigroup Experience October 2003 - May 2005
Job Director Operations Readiness Service Model, Workplace Participant Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments July 2010 - May 2012
Fidelity Investments May 2007 - July 2010
Fidelity Investments May 2005 - May 2007
Citigroup October 2003 - May 2005
Fidelity Investments June 2002 - October 2003
Skills
People Management, Team Leadership, Program Management, Project Management, Leadership, Change Management, Product Development, Corporate Actions, Training, CRM, Management, Process Improvement, Product Management, Risk Management, Vendor Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Business
Duke University 1998 — 2002
BA, Public Policy
University College London, U. of London 2000 — 2000
Noble & Greenough School 1994 — 1998
Fidelity Investments May 2012 - Present
Fidelity Investments July 2010 - May 2012
Fidelity Investments May 2007 - July 2010
Fidelity Investments May 2005 - May 2007
Citigroup October 2003 - May 2005
Fidelity Investments June 2002 - October 2003
Skills
People Management, Team Leadership, Program Management, Project Management, Leadership, Change Management, Product Development, Corporate Actions, Training, CRM, Management, Process Improvement, Product Management, Risk Management, Vendor Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA, Business
Duke University 1998 — 2002
BA, Public Policy
University College London, U. of London 2000 — 2000
Noble & Greenough School 1994 — 1998
David Tat David Tat's Citigroup Experience 2010 - 2012
Job M.D. Candidate at Duke University School of Medicine
Industry Medical Practice
Experience
Duke University School of Medicine 2014 - Present
Southwest Airlines 2011 - 2014
Citigroup 2010 - 2012
Humana 2009 - 2009
The Coca-Cola Company 2008 - 2008
Skills
Spanish, Forecasting, Foreign Languages, Six Sigma, Management Consulting, Data Analysis, Strategic Thinking, Financial Modeling, Pricing, Competitive Analysis, Translation, French, Italian, Airlines, Demand Forecasting, Frequent Flyer Programs, Airline Points
Education
Duke University School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Duke University 2006 — 2010
Bachelor of Science, Economics
The London School of Economics and Political Science (LSE)
Finance, Game Theory & Strategic Management
Duke University School of Medicine 2014 - Present
Southwest Airlines 2011 - 2014
Citigroup 2010 - 2012
Humana 2009 - 2009
The Coca-Cola Company 2008 - 2008
Skills
Spanish, Forecasting, Foreign Languages, Six Sigma, Management Consulting, Data Analysis, Strategic Thinking, Financial Modeling, Pricing, Competitive Analysis, Translation, French, Italian, Airlines, Demand Forecasting, Frequent Flyer Programs, Airline Points
Education
Duke University School of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Duke University 2006 — 2010
Bachelor of Science, Economics
The London School of Economics and Political Science (LSE)
Finance, Game Theory & Strategic Management
Prajakta S. Remulkar Prajakta S. Remulkar's Citigroup Experience January 2004 - December 2004
Job Sr. Product Manager | Analytics | Marketing & Strategy
Industry Information Technology and Services
Experience
Verizon 2015 - Present
Ericsson Inc. January 2011 - December 2014
Ericsson Inc. January 2010 - 2014
Ericsson Inc. January 2012 - 2013
Ericsson April 2011 - 2012
Ericsson Inc. January 2007 - March 2011
Citigroup January 2004 - December 2004
Skills
Strategy, Predictive Analytics, Social Media Marketing, Nielsen, Blogging, Management, Sales Presentations, Pre-sales, Brand Awareness, Business Process, Product Management, New Business Development, Networking, Mobile Devices, Business Strategy, Program Management, Project Planning, Competitive Analysis, Cross-functional Team..., Business Development, Product Development, Product Marketing, Market Research, Marketing Strategy, Marketing, Analytics, Strategic Planning, Volunteer, Culinary, Food Writing, Innovation Management, Consumer Behaviour, Consumer Products, Trend Analysis, behavioral economics, Digital Marketing, Go-to-market Strategy, Cause Marketing, Advertising, Brand Management, Tableau, CRM, Leadership, Big Data, insurance analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
The University of Texas at Arlington 2005 — 2006
MS, Electrical Engineering
University of Mumbai 1999 — 2003
Bachelor of Engineering, Electronics and Telecommunications
Verizon 2015 - Present
Ericsson Inc. January 2011 - December 2014
Ericsson Inc. January 2010 - 2014
Ericsson Inc. January 2012 - 2013
Ericsson April 2011 - 2012
Ericsson Inc. January 2007 - March 2011
Citigroup January 2004 - December 2004
Skills
Strategy, Predictive Analytics, Social Media Marketing, Nielsen, Blogging, Management, Sales Presentations, Pre-sales, Brand Awareness, Business Process, Product Management, New Business Development, Networking, Mobile Devices, Business Strategy, Program Management, Project Planning, Competitive Analysis, Cross-functional Team..., Business Development, Product Development, Product Marketing, Market Research, Marketing Strategy, Marketing, Analytics, Strategic Planning, Volunteer, Culinary, Food Writing, Innovation Management, Consumer Behaviour, Consumer Products, Trend Analysis, behavioral economics, Digital Marketing, Go-to-market Strategy, Cause Marketing, Advertising, Brand Management, Tableau, CRM, Leadership, Big Data, insurance analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
The University of Texas at Arlington 2005 — 2006
MS, Electrical Engineering
University of Mumbai 1999 — 2003
Bachelor of Engineering, Electronics and Telecommunications
Diahann Daniels's Citigroup Experience August 1985 - August 1988
Job Seasoned Sales Professional Financial Services
Industry Financial Services
Experience
American Express January 2011 - Present
American Express January 2011 - Present
American Express January 2007 - January 2011
American Express Company Inc. August 1988 - January 2011
American Express January 1991 - September 1995
Citigroup August 1985 - August 1988
Skills
Merchant Services, Credit Cards, Customer Acquisition, Electronic Payments, Relationship Management, Payments, Payment Card Processing, Financial Services, Cards, Business Development, Sales Process, Sales Presentations, Account Management, Strategic Partnerships, Strategy, B2B, Salesforce.com, Sales, Selling, Customer Retention, Sales Operations, Sales Management, Customer Experience, Direct Sales, CRM, Lead Generation, Direct Marketing, Competitive Analysis, Mobile Payments, Analytics, Product Management, Program Management, P&L Management, Loyalty Marketing, Integrated Marketing, Contract Negotiation, Pricing, Negotiation, Cold Calling, E-commerce, Management, Marketing, Strategic Planning, Leadership, Marketing Strategy, Consultative Selling, Business Strategy, Team Leadership
Education
Drake University
Bachelor's Degree, Journalism
Drake University
Bachelor of Arts, Journalism and Speech Communications
Drake University
Bachelor's Degree, Speech Communication and Rhetoric / Journalism
American Express January 2011 - Present
American Express January 2011 - Present
American Express January 2007 - January 2011
American Express Company Inc. August 1988 - January 2011
American Express January 1991 - September 1995
Citigroup August 1985 - August 1988
Skills
Merchant Services, Credit Cards, Customer Acquisition, Electronic Payments, Relationship Management, Payments, Payment Card Processing, Financial Services, Cards, Business Development, Sales Process, Sales Presentations, Account Management, Strategic Partnerships, Strategy, B2B, Salesforce.com, Sales, Selling, Customer Retention, Sales Operations, Sales Management, Customer Experience, Direct Sales, CRM, Lead Generation, Direct Marketing, Competitive Analysis, Mobile Payments, Analytics, Product Management, Program Management, P&L Management, Loyalty Marketing, Integrated Marketing, Contract Negotiation, Pricing, Negotiation, Cold Calling, E-commerce, Management, Marketing, Strategic Planning, Leadership, Marketing Strategy, Consultative Selling, Business Strategy, Team Leadership
Education
Drake University
Bachelor's Degree, Journalism
Drake University
Bachelor of Arts, Journalism and Speech Communications
Drake University
Bachelor's Degree, Speech Communication and Rhetoric / Journalism
Laura Noonan Laura Noonan's Citigroup Experience June 2003 - August 2003
Job Colorado Project Manager at Institute of Play
Industry Nonprofit Organization Management
Experience
Institute of Play April 2015 - Present
Colorado Department of Education July 2012 - March 2015
Center for Economic Opportunity, NYC Office of the Mayor June 2011 - August 2011
The Bridgespan Group May 2008 - June 2010
TechnoServe January 2008 - April 2008
Marakon Associates September 2005 - January 2008
Citigroup June 2003 - August 2003
Skills
Economics, Financial Modeling, Business Strategy, Management Consulting, Strategy Development, Strategy, Project Management, Analysis, Project Planning, Policy, Nonprofits
Education
Princeton University 2010 — 2012
Master of Public Affairs, Domestic Policy
Duke University 2001 — 2005
B.S., Economics
Institute of Play April 2015 - Present
Colorado Department of Education July 2012 - March 2015
Center for Economic Opportunity, NYC Office of the Mayor June 2011 - August 2011
The Bridgespan Group May 2008 - June 2010
TechnoServe January 2008 - April 2008
Marakon Associates September 2005 - January 2008
Citigroup June 2003 - August 2003
Skills
Economics, Financial Modeling, Business Strategy, Management Consulting, Strategy Development, Strategy, Project Management, Analysis, Project Planning, Policy, Nonprofits
Education
Princeton University 2010 — 2012
Master of Public Affairs, Domestic Policy
Duke University 2001 — 2005
B.S., Economics
Andrew Katz Andrew Katz's Citigroup Experience 2006 - 2007
Job TMT Analyst at Lombard Odier Asset Management
Industry Investment Management
Experience
Lombard Odier Asset Management September 2014 - Present
POWERleap LLC 2008 - Present
Act II Capital Management September 2009 - September 2014
Vestry Capital Management 2007 - 2008
Citigroup 2006 - 2007
Cowen and Company June 2005 - August 2005
Education
Duke University 2002 — 2006
Lombard Odier Asset Management September 2014 - Present
POWERleap LLC 2008 - Present
Act II Capital Management September 2009 - September 2014
Vestry Capital Management 2007 - 2008
Citigroup 2006 - 2007
Cowen and Company June 2005 - August 2005
Education
Duke University 2002 — 2006
David Silverman David Silverman's Citigroup Experience September 2004 - September 2006
Job Managing Director at JPMorgan Chase
Industry Consumer Goods
Experience
JPMorgan Chase August 2012 - Present
David Silverman October 2006 - Present
Morgan Stanley May 2009 - August 2012
Drew University January 2008 - December 2011
Diageo November 2006 - May 2009
Citigroup September 2004 - September 2006
Clarinda September 1999 - September 2004
Innodata February 1995 - December 1997
Dawson UK January 1994 - January 1995
Data Conversion Laboratory January 1992 - January 1994
Skills
Technical Writing, Entrepreneurship, Process Improvement, Content Management, Policy, Information Security..., Creative Non-fiction, Corporate Governance, Risk Management, Strategic Planning
Education
Drew University 1985 — 1989
BA, Math, Computer Science, Writing
Kingston HS 1981 — 1985
JPMorgan Chase August 2012 - Present
David Silverman October 2006 - Present
Morgan Stanley May 2009 - August 2012
Drew University January 2008 - December 2011
Diageo November 2006 - May 2009
Citigroup September 2004 - September 2006
Clarinda September 1999 - September 2004
Innodata February 1995 - December 1997
Dawson UK January 1994 - January 1995
Data Conversion Laboratory January 1992 - January 1994
Skills
Technical Writing, Entrepreneurship, Process Improvement, Content Management, Policy, Information Security..., Creative Non-fiction, Corporate Governance, Risk Management, Strategic Planning
Education
Drew University 1985 — 1989
BA, Math, Computer Science, Writing
Kingston HS 1981 — 1985
Tony Caico Tony Caico's Citigroup Experience 2004 - 2008
Job Executive Recruiter at Corporate Management Advisors
Industry Real Estate
Experience
Corporate Management Advisors May 2013 - Present
Affinity5 Coaching & Consulting December 2011 - June 2013
Connexion Technologies July 2010 - November 2011
UST Global July 2008 - May 2009
Citigroup 2004 - 2008
RBC Mortgage 2002 - 2004
IndyMac Bank Wholesale 1999 - 2002
Tire Kingdom 1990 - 1997
Skills
Recruiting, Personal Branding, Coaching, Writing, New Business Development, Sales Skills Training, Business Consulting, Building Sales Teams, Developing New Markets, Management Consulting, Executive Management, Sales, Management, Sales Management, Mortgage Banking, Direct Sales, Leadership, Time Management, Process Improvement, Interviews, Customer Service, Selling Skills, Sales Operations, Strategy, Sales Process, Program Management, Call Centers, Strategic Partnerships, Training, Team Building, Marketing, B2B, Selling, Strategic Planning, Business Development, CRM, Team Management, Account Management, Published Author, Retail, Networking, Consulting, Banking, Customer Satisfaction, Small Business, Customer Retention, Cold Calling, Start-ups, Salesforce.com, Lead Generation
Education
Florida Atlantic University 1984 — 1988
B.B.A., Human Resources
Dowling College 1981 — 1984
Corporate Management Advisors May 2013 - Present
Affinity5 Coaching & Consulting December 2011 - June 2013
Connexion Technologies July 2010 - November 2011
UST Global July 2008 - May 2009
Citigroup 2004 - 2008
RBC Mortgage 2002 - 2004
IndyMac Bank Wholesale 1999 - 2002
Tire Kingdom 1990 - 1997
Skills
Recruiting, Personal Branding, Coaching, Writing, New Business Development, Sales Skills Training, Business Consulting, Building Sales Teams, Developing New Markets, Management Consulting, Executive Management, Sales, Management, Sales Management, Mortgage Banking, Direct Sales, Leadership, Time Management, Process Improvement, Interviews, Customer Service, Selling Skills, Sales Operations, Strategy, Sales Process, Program Management, Call Centers, Strategic Partnerships, Training, Team Building, Marketing, B2B, Selling, Strategic Planning, Business Development, CRM, Team Management, Account Management, Published Author, Retail, Networking, Consulting, Banking, Customer Satisfaction, Small Business, Customer Retention, Cold Calling, Start-ups, Salesforce.com, Lead Generation
Education
Florida Atlantic University 1984 — 1988
B.B.A., Human Resources
Dowling College 1981 — 1984
Gary Chan's Citigroup Experience August 2011 - August 2012
Job Account Executive at Percolate
Industry Marketing and Advertising
Experience
Startup Institute July 2015 - Present
Percolate Inc. 2014 - Present
Citi September 2012 - July 2013
Citigroup August 2011 - August 2012
Citigroup June 2010 - August 2010
Ziff Brothers Investments June 2009 - September 2009
Drexel University September 2008 - September 2009
Skills
Trading, Bloomberg, Social Media Marketing, Credit, Financial Modeling, Microsoft Excel, Financial Analysis, Marketing Strategy, Social Media, Marketing, Valuation, Bloomberg Terminal, Finance, Research, Business Development, Sales, Derivatives, Fixed Income, Loans, Series 7, Series 63, Fire Suppression Systems, Bodybuilding, Heavy Lifting, Advertising, Business Strategy, Credit Analysis, Intex, MBS, Management
Education
Drexel University
Bachelors of Science, Economics / Mathematics
Marlboro High School
Startup Institute July 2015 - Present
Percolate Inc. 2014 - Present
Citi September 2012 - July 2013
Citigroup August 2011 - August 2012
Citigroup June 2010 - August 2010
Ziff Brothers Investments June 2009 - September 2009
Drexel University September 2008 - September 2009
Skills
Trading, Bloomberg, Social Media Marketing, Credit, Financial Modeling, Microsoft Excel, Financial Analysis, Marketing Strategy, Social Media, Marketing, Valuation, Bloomberg Terminal, Finance, Research, Business Development, Sales, Derivatives, Fixed Income, Loans, Series 7, Series 63, Fire Suppression Systems, Bodybuilding, Heavy Lifting, Advertising, Business Strategy, Credit Analysis, Intex, MBS, Management
Education
Drexel University
Bachelors of Science, Economics / Mathematics
Marlboro High School
Paul Darrigo Paul Darrigo's Citigroup Experience December 1997 - June 2008
Job Senior Vice President at Capital One
Industry Financial Services
Experience
Capital One January 2013 - Present
RBS Citizens July 2008 - December 2012
Citigroup December 1997 - June 2008
Skills
Banking, Credit, Portfolio Management, Loans, Commercial Banking, Financial Services, Credit Analysis, Commercial Lending, Credit Risk, Risk Management, Capital Markets, Credit Cards, Loan Origination, Financial Risk, Asset Based Lending, Middle Market
Education
Dowling College 1995 — 1997
Masters degree, Banking & Finance
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Capital One January 2013 - Present
RBS Citizens July 2008 - December 2012
Citigroup December 1997 - June 2008
Skills
Banking, Credit, Portfolio Management, Loans, Commercial Banking, Financial Services, Credit Analysis, Commercial Lending, Credit Risk, Risk Management, Capital Markets, Credit Cards, Loan Origination, Financial Risk, Asset Based Lending, Middle Market
Education
Dowling College 1995 — 1997
Masters degree, Banking & Finance
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Stephen F Plunkett Stephen F Plunkett's Citigroup Experience July 1977 - December 2010
Job
Industry Information Technology and Services
Experience
Citi 1977 - 2011
Citigroup July 1977 - December 2010
Education
Dowling College 1978 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
SUNY Farmingdale 1974 — 1977
Associate of Arts and Sciences (AAS), Data Processing
Citi 1977 - 2011
Citigroup July 1977 - December 2010
Education
Dowling College 1978 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
SUNY Farmingdale 1974 — 1977
Associate of Arts and Sciences (AAS), Data Processing
Paul Tenberg, PMP Paul Tenberg, PMP's Citigroup Experience 1997 - 2000
Job
Industry Computer Software
Experience
Bank of America December 2013 - Present
International Reading Association January 2010 - December 2013
Queplix Corp. July 2009 - December 2009
Queplix Corp. January 2001 - July 2009
Citigroup 1997 - 2000
Lerner New York 1994 - 1996
Skills
Start-ups, Strategy Development, Enterprise Software, Cloud Computing, SaaS, E-commerce, Business Development, Strategy, CRM, Strategic Partnerships, Management, Business Planning, Account Management, Project Management, Integration, Professional Services, Consulting, IT Management, Go-to-market Strategy, Vendor Management, IT Strategy, Business Analysis, Software Project..., Business Intelligence, Sales, Program Management, Product Management, Outsourcing, Cross-functional Team..., Business Process, Enterprise Architecture, Analytics, Solution Selling, Executive Management, SDLC, Software Development, Management Consulting
Education
Drexel University - LeBow College of Business 1999 — 2000
MBA, MIS
New York University - Leonard N. Stern School of Business 1990 — 1994
BS, Accounting, Economics
Bank of America December 2013 - Present
International Reading Association January 2010 - December 2013
Queplix Corp. July 2009 - December 2009
Queplix Corp. January 2001 - July 2009
Citigroup 1997 - 2000
Lerner New York 1994 - 1996
Skills
Start-ups, Strategy Development, Enterprise Software, Cloud Computing, SaaS, E-commerce, Business Development, Strategy, CRM, Strategic Partnerships, Management, Business Planning, Account Management, Project Management, Integration, Professional Services, Consulting, IT Management, Go-to-market Strategy, Vendor Management, IT Strategy, Business Analysis, Software Project..., Business Intelligence, Sales, Program Management, Product Management, Outsourcing, Cross-functional Team..., Business Process, Enterprise Architecture, Analytics, Solution Selling, Executive Management, SDLC, Software Development, Management Consulting
Education
Drexel University - LeBow College of Business 1999 — 2000
MBA, MIS
New York University - Leonard N. Stern School of Business 1990 — 1994
BS, Accounting, Economics
Joseph Kurian A. Manavalan Joseph Kurian A. Manavalan's Citigroup Experience July 2006 - September 2008
Job General Management People, Product and P&L
Industry Financial Services
Experience
OneMain Financial (a Citi subsidiary) March 2013 - Present
CitiFinancial October 2008 - February 2013
Citigroup July 2006 - September 2008
John Deere Agri Services 2005 - 2005
Cadence Design Systems January 2004 - June 2004
Cadence Design Systems March 2003 - January 2004
MentorGraphics January 2001 - March 2003
MentorGraphics January 1999 - January 2001
Skills
Product Management, Process Improvement, Financial Modeling, Business Strategy, Project Portfolio..., Program Management, Agile Methodologies, IT Strategy, Software Development, Leadership, Team Leadership, Strategic Planning, Organizational Design, Organizational Talent, Competitive Analysis, Management Consulting, Cross-functional Team..., Change Management, Management, Business Analysis, Project Management, Business Process..., Strategy, Enterprise Software, Product Development, Business Process, Business Transformation, Integration
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, General Management
University of Cincinnati 1996 — 1998
MS, Computer Engineering
University of Madras 1992 — 1996
BE, Electronics and Communications Engineering
Don Bosco
OneMain Financial (a Citi subsidiary) March 2013 - Present
CitiFinancial October 2008 - February 2013
Citigroup July 2006 - September 2008
John Deere Agri Services 2005 - 2005
Cadence Design Systems January 2004 - June 2004
Cadence Design Systems March 2003 - January 2004
MentorGraphics January 2001 - March 2003
MentorGraphics January 1999 - January 2001
Skills
Product Management, Process Improvement, Financial Modeling, Business Strategy, Project Portfolio..., Program Management, Agile Methodologies, IT Strategy, Software Development, Leadership, Team Leadership, Strategic Planning, Organizational Design, Organizational Talent, Competitive Analysis, Management Consulting, Cross-functional Team..., Change Management, Management, Business Analysis, Project Management, Business Process..., Strategy, Enterprise Software, Product Development, Business Process, Business Transformation, Integration
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, General Management
University of Cincinnati 1996 — 1998
MS, Computer Engineering
University of Madras 1992 — 1996
BE, Electronics and Communications Engineering
Don Bosco
Gang (William) Li Gang (William) Li's Citigroup Experience July 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - August 2013
Citigroup July 2012 - August 2012
Skills
Chinese, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Valuation, Investment Banking, FX Options, Bloomberg, Microsoft Word
Education
Duke University 2010 — 2014
Bachelor of Science, Computer Science & Economics
Cite Universitaire 2011 — 2011
Duke in Geneva Study Abroad Program, International Business and Political Philosophy
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - August 2013
Citigroup July 2012 - August 2012
Skills
Chinese, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Valuation, Investment Banking, FX Options, Bloomberg, Microsoft Word
Education
Duke University 2010 — 2014
Bachelor of Science, Computer Science & Economics
Cite Universitaire 2011 — 2011
Duke in Geneva Study Abroad Program, International Business and Political Philosophy
Richard Roelofs Richard Roelofs's Citigroup Experience 1985 - 2009
Job Retired Attorney
Industry Law Practice
Experience
StepStone Group LLC November 2011 - April 2015
The Law Offices of Stephen A. Somerstein January 2009 - January 2010
Citigroup Alternative Investments March 2002 - January 2009
Citigroup 1985 - 2009
Citigroup Asset Management January 2001 - March 2002
Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Securities, Fixed Income, Capital Markets, Due Diligence, Equities, Mutual Funds, Investment Banking
Education
New York University School of Law 1979 — 1982
LLM, Taxation
Harvard Law School 1975 — 1978
JD
Duke University 1971 — 1975
BA, Economics
StepStone Group LLC November 2011 - April 2015
The Law Offices of Stephen A. Somerstein January 2009 - January 2010
Citigroup Alternative Investments March 2002 - January 2009
Citigroup 1985 - 2009
Citigroup Asset Management January 2001 - March 2002
Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Securities, Fixed Income, Capital Markets, Due Diligence, Equities, Mutual Funds, Investment Banking
Education
New York University School of Law 1979 — 1982
LLM, Taxation
Harvard Law School 1975 — 1978
JD
Duke University 1971 — 1975
BA, Economics
Amy Augustino Amy Augustino's Citigroup Experience January 2011 - September 2011
Job Director of Operations, Impact Partners
Industry Motion Pictures and Film
Experience
Impact Partners February 2012 - Present
Citigroup January 2011 - September 2011
The Children's Place October 2006 - December 2010
Amy August Cards March 2004 - October 2006
Blue Man Group December 1998 - March 2004
Education
Duke University 1994 — 1998
Bachelor's Degree, English
Impact Partners February 2012 - Present
Citigroup January 2011 - September 2011
The Children's Place October 2006 - December 2010
Amy August Cards March 2004 - October 2006
Blue Man Group December 1998 - March 2004
Education
Duke University 1994 — 1998
Bachelor's Degree, English
Charles Bobrinskoy Charles Bobrinskoy's Citigroup Experience August 2001 - August 2004
Job Vice Chairman, Director of Research, Ariel Investments.
Industry Investment Management
Experience
Ariel Capital Management Member Board of DirectorsInnerWorkingsAugust 2008 - Present
Citigroup August 2001 - August 2004
Citi 2001 - 2004
Salomon Brothers August 1983 - August 2001
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA
Duke University 1977 — 1981
AB, Economics
Ariel Capital Management Member Board of DirectorsInnerWorkingsAugust 2008 - Present
Citigroup August 2001 - August 2004
Citi 2001 - 2004
Salomon Brothers August 1983 - August 2001
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA
Duke University 1977 — 1981
AB, Economics
Jeffrey Todder Jeffrey Todder's Citigroup Experience 2005 - 2008
Job
Industry Market Research
Experience
JT & Associates August 2013 - Present
Univision Communications Inc. 2010 - 2012
Starcom MediaVest Group 2008 - 2010
Citigroup 2005 - 2008
Nielsen IAG 2003 - 2004
TNS 2002 - 2003
Harris Interactive Inc. 1998 - 2001
Skills
Cross-functional Team..., Segmentation, Analytics, Customer Insight, Marketing Research, Competitive Analysis, Marketing Strategy, Market Analysis, Integrated Marketing, Competitive Intelligence, Marketing Communications, Business Development, Strategic Planning, Social Media Marketing, Business Intelligence, Quantitative Research, Research Design, Marketing Effectiveness, Target Identification, ROI Management, ROI Optimization, Media Planning, Global Strategy, Hispanic Market, Modeling, Tracking, Qualitative Research, Digital Media, Broadcast Television, Print, Shopper Marketing, Brand Equity, Brand Architecture, Brand Loyalty, Marketing, Advertising Research, Consumer Behaviour, Consumer Insight, Market Research
Education
Drew University
BA
JT & Associates August 2013 - Present
Univision Communications Inc. 2010 - 2012
Starcom MediaVest Group 2008 - 2010
Citigroup 2005 - 2008
Nielsen IAG 2003 - 2004
TNS 2002 - 2003
Harris Interactive Inc. 1998 - 2001
Skills
Cross-functional Team..., Segmentation, Analytics, Customer Insight, Marketing Research, Competitive Analysis, Marketing Strategy, Market Analysis, Integrated Marketing, Competitive Intelligence, Marketing Communications, Business Development, Strategic Planning, Social Media Marketing, Business Intelligence, Quantitative Research, Research Design, Marketing Effectiveness, Target Identification, ROI Management, ROI Optimization, Media Planning, Global Strategy, Hispanic Market, Modeling, Tracking, Qualitative Research, Digital Media, Broadcast Television, Print, Shopper Marketing, Brand Equity, Brand Architecture, Brand Loyalty, Marketing, Advertising Research, Consumer Behaviour, Consumer Insight, Market Research
Education
Drew University
BA
Justin Wilson Justin Wilson's Citigroup Experience October 2010 - March 2011
Job
Industry Financial Services
Experience
BlueMountain Capital Management March 2011 - Present
Citigroup October 2010 - March 2011
Citigroup June 2009 - October 2010
Citigroup May 2008 - September 2008
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Fixed Income, Equities, Portfolio Management, Derivatives, Financial Analysis, Investments, Capital Markets, Hedge Funds
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science
Mountain Lakes
BlueMountain Capital Management March 2011 - Present
Citigroup October 2010 - March 2011
Citigroup June 2009 - October 2010
Citigroup May 2008 - September 2008
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Fixed Income, Equities, Portfolio Management, Derivatives, Financial Analysis, Investments, Capital Markets, Hedge Funds
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science
Mountain Lakes
Troy O'Reilly, CFA Troy O'Reilly, CFA's Citigroup Experience April 2011 - Present
Job Senior Vice President at Citigroup
Industry Banking
Experience
Citigroup April 2011 - Present
JPMorgan Chase May 2009 - April 2011
JPMorgan Chase June 1999 - March 2009
RCG Information Technology September 1998 - June 1999
Dundalk Regional Technical College October 1996 - September 1998
ISOCOR Ireland August 1995 - October 1996
Microsol Ltd January 1995 - August 1995
IMI Systems Inc March 1994 - December 1994
Visage Software Ltd. November 1991 - March 1994
Skills
Risk Management, Internal Audit, Auditing, IT Audit, Architecture, Program Management, Programming, C++, Java, General Wonderfulness, Analysis, Management, Software Project..., Strategy, PMP, Software Development, Executive Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Dublin City University, Ireland 1987 — 1991
M. Sc., Computer Applications
Citigroup April 2011 - Present
JPMorgan Chase May 2009 - April 2011
JPMorgan Chase June 1999 - March 2009
RCG Information Technology September 1998 - June 1999
Dundalk Regional Technical College October 1996 - September 1998
ISOCOR Ireland August 1995 - October 1996
Microsol Ltd January 1995 - August 1995
IMI Systems Inc March 1994 - December 1994
Visage Software Ltd. November 1991 - March 1994
Skills
Risk Management, Internal Audit, Auditing, IT Audit, Architecture, Program Management, Programming, C++, Java, General Wonderfulness, Analysis, Management, Software Project..., Strategy, PMP, Software Development, Executive Management, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Dublin City University, Ireland 1987 — 1991
M. Sc., Computer Applications
Rob Cushman's Citigroup Experience 2008 - July 2014
Job Company and Brand Builder I Strategic Marketing Leader I Expert in Acquiring Customers and Increasing Revenues
Industry Marketing and Advertising
Experience
First Data Corporation August 2015 - Present
GLG (Gerson Lehrman Group) 2015 - August 2015
Alden Consulting Group August 2014 - August 2015
Citigroup 2008 - July 2014
Morgan Stanley 2005 - 2008
JPMorgan Chase 2001 - 2005
Pipe9 2000 - 2001
Citigroup 1998 - 2000
Boston Beer Company 1996 - 1997
Ocean Spray Cranberries 1989 - 1996
Skills
Start-ups, Marketing, Market Research, Brand Development, Analytics, Brand Management, New Business Development, Digital Marketing, Database Marketing, Banking, Relationship Management, E-commerce, Advertising, Business Development, Portfolio Management, Marketing Communications, Digital Strategy, P&L Management, Marketing Management
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Franklin & Marshall College
BA, History
First Data Corporation August 2015 - Present
GLG (Gerson Lehrman Group) 2015 - August 2015
Alden Consulting Group August 2014 - August 2015
Citigroup 2008 - July 2014
Morgan Stanley 2005 - 2008
JPMorgan Chase 2001 - 2005
Pipe9 2000 - 2001
Citigroup 1998 - 2000
Boston Beer Company 1996 - 1997
Ocean Spray Cranberries 1989 - 1996
Skills
Start-ups, Marketing, Market Research, Brand Development, Analytics, Brand Management, New Business Development, Digital Marketing, Database Marketing, Banking, Relationship Management, E-commerce, Advertising, Business Development, Portfolio Management, Marketing Communications, Digital Strategy, P&L Management, Marketing Management
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Franklin & Marshall College
BA, History
Laurence Rothman Laurence Rothman's Citigroup Experience January 2004 - March 2005
Job Digital Marketing Strategy | Campaign Management | Customer Journeys | Client Relationship Management | Ecommerce
Industry Marketing and Advertising
Experience
Cognizant Technology Solutions December 2014 - Present
Razorfish September 2012 - October 2014
Nationwide Insurance March 2010 - August 2012
JPMorgan Chase March 2005 - February 2010
Citigroup January 2004 - March 2005
Computer Associates 1998 - 2004
RL Design April 1997 - November 1998
Skills
Email Marketing, Digital Strategy, Marketing Strategy, Marketing Communications, E-commerce, Interactive Marketing, Digital Marketing, Content Strategy, Web Analytics, B2B Marketing, Management, Analytics, Mobile Devices, Public Relations, Corporate Communications, Social Media, Press Releases, Newsletters, Online Marketing, B2B, Social Media Marketing, Database Marketing, PPC, SMS, Mobile Messaging, Digital Communication..., Business Analysis, Mobile Communications, hybris, Adobe Campaign, Multi-channel Marketing, Pre-sales
Education
Dowling College 2001 — 2003
M.B.A., Business Administration
Savannah College of Art and Design 1993 — 1997
B.F.A., Fashion Design
Cognizant Technology Solutions December 2014 - Present
Razorfish September 2012 - October 2014
Nationwide Insurance March 2010 - August 2012
JPMorgan Chase March 2005 - February 2010
Citigroup January 2004 - March 2005
Computer Associates 1998 - 2004
RL Design April 1997 - November 1998
Skills
Email Marketing, Digital Strategy, Marketing Strategy, Marketing Communications, E-commerce, Interactive Marketing, Digital Marketing, Content Strategy, Web Analytics, B2B Marketing, Management, Analytics, Mobile Devices, Public Relations, Corporate Communications, Social Media, Press Releases, Newsletters, Online Marketing, B2B, Social Media Marketing, Database Marketing, PPC, SMS, Mobile Messaging, Digital Communication..., Business Analysis, Mobile Communications, hybris, Adobe Campaign, Multi-channel Marketing, Pre-sales
Education
Dowling College 2001 — 2003
M.B.A., Business Administration
Savannah College of Art and Design 1993 — 1997
B.F.A., Fashion Design
Mayling McCormick Mayling McCormick's Citigroup Experience 1994 - 2008
Job Expert in Marketing Luxury Goods and Financial Services
Industry Marketing and Advertising
Experience
ASHAbyadm 2008 - Present
ASHAbyADM 2008 - Present
Citigroup 1994 - 2008
Estee Lauder 1991 - 1993
WPP 1990 - 1991
Ogilvy & Mather 1980 - 1989
Skills
Advertising, Public Relations, Luxury Goods, Event Management, Product Development, Leadership Development, Social Media, Getting The Job Done, Change Agent, Internatiolist, Marketing Strategy, Bilingual, Marketing, Brand Management, Business Development, Start-ups, Marketing Communications, Social Media Marketing
Education
Duke University
BA Spanish Literature and Political Science, MAGNA CUM LAUDE
Smith College, Advanced Management Program
Executive MBA Summer Program
ASHAbyadm 2008 - Present
ASHAbyADM 2008 - Present
Citigroup 1994 - 2008
Estee Lauder 1991 - 1993
WPP 1990 - 1991
Ogilvy & Mather 1980 - 1989
Skills
Advertising, Public Relations, Luxury Goods, Event Management, Product Development, Leadership Development, Social Media, Getting The Job Done, Change Agent, Internatiolist, Marketing Strategy, Bilingual, Marketing, Brand Management, Business Development, Start-ups, Marketing Communications, Social Media Marketing
Education
Duke University
BA Spanish Literature and Political Science, MAGNA CUM LAUDE
Smith College, Advanced Management Program
Executive MBA Summer Program
Piyush Jain Piyush Jain's Citigroup Experience November 2004 - February 2007
Job Software Development Engineer at A9.com
Industry Information Technology and Services
Experience
A9.com November 2014 - Present
Audible, Inc. February 2012 - October 2014
Overland Storage June 2011 - February 2012
Barclays Capital February 2011 - June 2011
Bank of America April 2010 - February 2011
Bristol-Myers Squibb June 2008 - April 2010
Lehman Brothers September 2007 - June 2008
New York Presbyterian Hospital February 2007 - July 2007
Citigroup November 2004 - February 2007
Skills
JavaScript, CSS, Java, jQuery, XHTML, Backbone.js, Mobile Applications, Software Development, J2EE, HTML, DHTML, Design Patterns, jQuery UI, Selenium, OOP, Node.js, JPA, Spring, AJAX, HTML 5, PHP, Web Development, Linux, SQL, MySQL, Web Services, SDLC, Integration, REST, Testing, Agile Methodologies, Eclipse
Education
Duke University 2001 — 2003
MS, Mechanical Engineering
National Institute of Technology Karnataka 1997 — 2001
BE, Engineering
A9.com November 2014 - Present
Audible, Inc. February 2012 - October 2014
Overland Storage June 2011 - February 2012
Barclays Capital February 2011 - June 2011
Bank of America April 2010 - February 2011
Bristol-Myers Squibb June 2008 - April 2010
Lehman Brothers September 2007 - June 2008
New York Presbyterian Hospital February 2007 - July 2007
Citigroup November 2004 - February 2007
Skills
JavaScript, CSS, Java, jQuery, XHTML, Backbone.js, Mobile Applications, Software Development, J2EE, HTML, DHTML, Design Patterns, jQuery UI, Selenium, OOP, Node.js, JPA, Spring, AJAX, HTML 5, PHP, Web Development, Linux, SQL, MySQL, Web Services, SDLC, Integration, REST, Testing, Agile Methodologies, Eclipse
Education
Duke University 2001 — 2003
MS, Mechanical Engineering
National Institute of Technology Karnataka 1997 — 2001
BE, Engineering
Irv Baker Irv Baker's Citigroup Experience 2000 - 2009
Job VicePresident, Global Real Estate at Expert Global Solutions
Industry Financial Services
Experience
Expert Global Solutions August 2013 - Present
Vendor Resource Management October 2009 - August 2013
Citigroup 2000 - 2009
The Associates 1993 - 2000
BP Amoco 1989 - 1993
Wells Fargo Financial 1985 - 1989
Skills
Real Estate, Property Management, Corporate Real Estate, Asset Managment, Disposition, Due Diligence, Commercial Real Estate, Leases, Contract Negotiation, Portfolio Management, Real Estate Transactions, Residential Homes, Investment Properties, Real Estate Development, Strategic Planning, Facilities Management, Business Development, Budgets, Asset Management, Real Estate Economics, Project Management, Financial Analysis, Negotiation, Management, Investors, Brokerage, Property, Investments, Finance, Valuation, Location Intelligence, REO, Real Estate Financing, Affordable Housing, Dispositions
Education
Drake University 1989 — 1991
MBA Foundation
Iowa State University 1979 — 1985
BA, Architecture
Expert Global Solutions August 2013 - Present
Vendor Resource Management October 2009 - August 2013
Citigroup 2000 - 2009
The Associates 1993 - 2000
BP Amoco 1989 - 1993
Wells Fargo Financial 1985 - 1989
Skills
Real Estate, Property Management, Corporate Real Estate, Asset Managment, Disposition, Due Diligence, Commercial Real Estate, Leases, Contract Negotiation, Portfolio Management, Real Estate Transactions, Residential Homes, Investment Properties, Real Estate Development, Strategic Planning, Facilities Management, Business Development, Budgets, Asset Management, Real Estate Economics, Project Management, Financial Analysis, Negotiation, Management, Investors, Brokerage, Property, Investments, Finance, Valuation, Location Intelligence, REO, Real Estate Financing, Affordable Housing, Dispositions
Education
Drake University 1989 — 1991
MBA Foundation
Iowa State University 1979 — 1985
BA, Architecture
Steven Garbarino Steven Garbarino's Citigroup Experience September 1988 - Present
Job Director / Treasury Finance at Citigroup
Industry Financial Services
Experience
Citigroup September 1988 - Present
Cowen & Co. 1985 - 1988
Moseley Hallgarten Estabrook 1983 - 1985
Skills
Interest Rate..., Equity Derivatives, Credit Derivatives, Internal Audit, Middle Office, Financial Reporting, Regulatory Reporting, Series 7, Certified Fraud Examiner, Derivatives Financial..., Derivatives..., Balance Sheet Control, Financial Risk, Rates, Derivatives, Credit, Prime Brokerage, Equities, Financial Services, Product Control, Financial Audits, Accounting, Swaps, Investment Banking, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Structured Products, Balance Sheet, Credit Risk, General Ledger, Risk Management, Internal Controls, Securities, Auditing, Hedge Funds, Analysis, Operational Risk, Finance, Operational Risk..., FX Options
Education
Dowling College 1977 — 1981
BBA - Accounting, Accounting / Business Administration
Citigroup September 1988 - Present
Cowen & Co. 1985 - 1988
Moseley Hallgarten Estabrook 1983 - 1985
Skills
Interest Rate..., Equity Derivatives, Credit Derivatives, Internal Audit, Middle Office, Financial Reporting, Regulatory Reporting, Series 7, Certified Fraud Examiner, Derivatives Financial..., Derivatives..., Balance Sheet Control, Financial Risk, Rates, Derivatives, Credit, Prime Brokerage, Equities, Financial Services, Product Control, Financial Audits, Accounting, Swaps, Investment Banking, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Structured Products, Balance Sheet, Credit Risk, General Ledger, Risk Management, Internal Controls, Securities, Auditing, Hedge Funds, Analysis, Operational Risk, Finance, Operational Risk..., FX Options
Education
Dowling College 1977 — 1981
BBA - Accounting, Accounting / Business Administration
Dharmesh Vazarkar's Citigroup Experience March 2006 - April 2007
Job
Industry Information Technology and Services
Experience
Undisclosed June 2013 - Present
AIG March 2012 - May 2013
AIG June 2007 - March 2012
Citigroup March 2006 - April 2007
CIBC August 2004 - March 2006
Manugistics March 2000 - August 2004
various January 1996 - December 1999
Technology Solutions Company 1993 - 1996
Intel 1990 - 1991
Skills
Fixed Income, Risk Management, Oracle, C++, C, Trading Systems, Software Project..., SDLC, Business Analysis, Enterprise Architecture, Core Java, PL/SQL, Unix Shell Scripting, Data Structures, Algorithms, Concurrent Programming, Strategy, Java, Business Process, Information Technology
Education
Drexel University 1987 — 1991
BS
Stevens Institute of Technology
MS
Undisclosed June 2013 - Present
AIG March 2012 - May 2013
AIG June 2007 - March 2012
Citigroup March 2006 - April 2007
CIBC August 2004 - March 2006
Manugistics March 2000 - August 2004
various January 1996 - December 1999
Technology Solutions Company 1993 - 1996
Intel 1990 - 1991
Skills
Fixed Income, Risk Management, Oracle, C++, C, Trading Systems, Software Project..., SDLC, Business Analysis, Enterprise Architecture, Core Java, PL/SQL, Unix Shell Scripting, Data Structures, Algorithms, Concurrent Programming, Strategy, Java, Business Process, Information Technology
Education
Drexel University 1987 — 1991
BS
Stevens Institute of Technology
MS
Rob Bressler Rob Bressler's Citigroup Experience July 2007 - December 2009
Job Teladoc
Industry Health, Wellness and Fitness
Experience
Teladoc July 2014 - Present
Ares Management January 2010 - June 2012
Citigroup July 2007 - December 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Investment Banking, Investments, Capital Markets, Strategic Planning, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Duke University 2003 — 2007
Bachelor of Arts (B.A.)
Durham Academy
Teladoc July 2014 - Present
Ares Management January 2010 - June 2012
Citigroup July 2007 - December 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Investment Banking, Investments, Capital Markets, Strategic Planning, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Duke University 2003 — 2007
Bachelor of Arts (B.A.)
Durham Academy
Hillary Fowler Hillary Fowler's Citigroup Experience January 2005 - February 2007
Job Capital Assessment Examiner at Federal Reserve Bank of Atlanta
Industry Financial Services
Experience
Federal Reserve Bank of Atlanta October 2012 - Present
Goldman Sachs February 2007 - February 2010
Citigroup January 2005 - February 2007
Bank of America August 2003 - January 2005
Skills
Capital Markets, Banking, Financial Institutions, Debt, Credit, Industry Analysis, Series 7, Financial Modeling, Corporate Finance, Bloomberg, Fixed Income, Financial Analysis, Credit Analysis, Bonds
Education
Duke University 1999 — 2003
B.A., Economics
Federal Reserve Bank of Atlanta October 2012 - Present
Goldman Sachs February 2007 - February 2010
Citigroup January 2005 - February 2007
Bank of America August 2003 - January 2005
Skills
Capital Markets, Banking, Financial Institutions, Debt, Credit, Industry Analysis, Series 7, Financial Modeling, Corporate Finance, Bloomberg, Fixed Income, Financial Analysis, Credit Analysis, Bonds
Education
Duke University 1999 — 2003
B.A., Economics
Choua Sayaxang's Citigroup Experience September 2004 - February 2005
Job Business Consultant (Treasury/Finance) and Adjunct Professor of Accounting/Finance
Industry Financial Services
Experience
William Penn University September 2012 - Present
Wells Fargo Home Mortgage March 2011 - Present
Wells Fargo Financial September 2005 - February 2011
Hmong Universal Inc. August 2007 - December 2010
Citigroup September 2004 - February 2005
Principal Financial Group August 2001 - August 2004
Skills
Financial Analysis, Analysis, Finance, Financial Reporting, Forecasting, Process Improvement, Accounting, Cash Management, Management, Financial Modeling, Auditing, Banking, Professors, Data Modeling, Treasury, University Teaching, Community Engagement, Student Engagement, Employee Engagement, Leadership, Public Speaking, Microsoft Office, Team Building, Diversity & Inclusion, Teaching Adults, PeopleSoft, Query Manager, SQL, Classroom Management, Employee Training, Syllabus Development, Procedure Manuals, Asset Life Cycle..., Moodle, Teradata
Education
Drake University 2001 — 2005
Master, Accounting
University of Iowa 1997 — 2001
Bachelor, Accounting
William Penn University September 2012 - Present
Wells Fargo Home Mortgage March 2011 - Present
Wells Fargo Financial September 2005 - February 2011
Hmong Universal Inc. August 2007 - December 2010
Citigroup September 2004 - February 2005
Principal Financial Group August 2001 - August 2004
Skills
Financial Analysis, Analysis, Finance, Financial Reporting, Forecasting, Process Improvement, Accounting, Cash Management, Management, Financial Modeling, Auditing, Banking, Professors, Data Modeling, Treasury, University Teaching, Community Engagement, Student Engagement, Employee Engagement, Leadership, Public Speaking, Microsoft Office, Team Building, Diversity & Inclusion, Teaching Adults, PeopleSoft, Query Manager, SQL, Classroom Management, Employee Training, Syllabus Development, Procedure Manuals, Asset Life Cycle..., Moodle, Teradata
Education
Drake University 2001 — 2005
Master, Accounting
University of Iowa 1997 — 2001
Bachelor, Accounting
Kenneth Montusi Kenneth Montusi's Citigroup Experience November 2002 - Present
Job Sr. Vice President at Citigroup
Industry Financial Services
Experience
Citigroup November 2002 - Present
Deutsche Bank August 2000 - August 2002
Citigroup April 1993 - August 2000
Northrop Grumman Corporation April 1985 - March 1993
Education
Dowling College 1993 — 1995
MBA, Banking and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1980 — 1985
BS, Finance
Citigroup November 2002 - Present
Deutsche Bank August 2000 - August 2002
Citigroup April 1993 - August 2000
Northrop Grumman Corporation April 1985 - March 1993
Education
Dowling College 1993 — 1995
MBA, Banking and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1980 — 1985
BS, Finance
Ted Turner Ted Turner's Citigroup Experience 1996 - 2001
Job Opening a new chapter: Contribute account management, sales and finance skills to the nonprofit & government arena.
Industry Nonprofit Organization Management
Experience
Independent Sales 2011 - 2013
MICHIGAN MUTUAL INC. 2010 - 2011
MGIC 2001 - 2008
CITIGROUP 1996 - 2001
Skills
Project Management, Budgets, Relationship Building, Strategic Planning, Business Development, Sales and Marketing, Public Relations, Partnership Building, Corporate Relations, Project Implementation..., Account Management, Training, Finance, CRM, Customer Account..., Budget Management, New Business Development, Direct Sales, Key Account Development, Entrepreneurship, Philanthropy, Leadership, Fundraising, Annual Giving, Donor Development, Donor Research, Building Relationships, Social Media
Education
Duke University 2013 — 2014
Nonprofit Management-Intensive track Program
Stanford Center On Philanthropy and Civil Society 2013 — 2013
Stanford University/ Executive Institute 2013 — 2013
Duke University 2009 — 2009
Treasury Management Program
State University of New York at Buffalo 2009 — 2009
Mini MBA Program, Management
Rutgers, The State University of New Jersey-Newark 2008 — 2008
Mini MBA Program, Finance
Wayne State University 1988 — 1991
Bachelor of Science (BS), Finance
Alison Certified Certificate Programs
The Foundation Center
New York University George H. Heyman, Jr., Center for Philanthropy and Fundraising
Independent Sales 2011 - 2013
MICHIGAN MUTUAL INC. 2010 - 2011
MGIC 2001 - 2008
CITIGROUP 1996 - 2001
Skills
Project Management, Budgets, Relationship Building, Strategic Planning, Business Development, Sales and Marketing, Public Relations, Partnership Building, Corporate Relations, Project Implementation..., Account Management, Training, Finance, CRM, Customer Account..., Budget Management, New Business Development, Direct Sales, Key Account Development, Entrepreneurship, Philanthropy, Leadership, Fundraising, Annual Giving, Donor Development, Donor Research, Building Relationships, Social Media
Education
Duke University 2013 — 2014
Nonprofit Management-Intensive track Program
Stanford Center On Philanthropy and Civil Society 2013 — 2013
Stanford University/ Executive Institute 2013 — 2013
Duke University 2009 — 2009
Treasury Management Program
State University of New York at Buffalo 2009 — 2009
Mini MBA Program, Management
Rutgers, The State University of New Jersey-Newark 2008 — 2008
Mini MBA Program, Finance
Wayne State University 1988 — 1991
Bachelor of Science (BS), Finance
Alison Certified Certificate Programs
The Foundation Center
New York University George H. Heyman, Jr., Center for Philanthropy and Fundraising
William Fulton William Fulton's Citigroup Experience December 2001 - January 2003
Job
Industry Management Consulting
Experience
Faith Temple C.O.G.I.C. May 2013 - Present
Stronghold Property Investments LLC., December 2012 - May 2013
Neuberger Berman May 2005 - August 2010
Prudential Financial December 2003 - April 2005
PricewaterhouseCoopers February 2003 - July 2003
Citigroup December 2001 - January 2003
Deloitte & Touche September 1998 - October 2001
Skills
Equities, Auditing, Hedge Funds, Financial Analysis, Asset Management, Asset Managment, Risk Management, Credit, Internal Audit, Investment Banking
Education
Thomas M. Cooley Law School 2010 — 2012
N/A
Drexel University 1993 — 1998
B.S.
Faith Temple C.O.G.I.C. May 2013 - Present
Stronghold Property Investments LLC., December 2012 - May 2013
Neuberger Berman May 2005 - August 2010
Prudential Financial December 2003 - April 2005
PricewaterhouseCoopers February 2003 - July 2003
Citigroup December 2001 - January 2003
Deloitte & Touche September 1998 - October 2001
Skills
Equities, Auditing, Hedge Funds, Financial Analysis, Asset Management, Asset Managment, Risk Management, Credit, Internal Audit, Investment Banking
Education
Thomas M. Cooley Law School 2010 — 2012
N/A
Drexel University 1993 — 1998
B.S.
Maria Perez Walsh Maria Perez Walsh's Citigroup Experience 2002 - 2007
Job Director, Employee Benefit Plans, The Nielsen Company
Industry Human Resources
Experience
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
Josette Davids's Citigroup Experience April 2010 - September 2011
Job Training Director of Commercial Services for Citibank
Industry Professional Training & Coaching
Experience
Citi October 2011 - Present
JMD Consulting March 2009 - Present
Self Employed Musician/Music Instructor September 1992 - Present
Citigroup April 2010 - September 2011
RSM McGladrey (Acquired American Express TBS 10/05) October 2005 - March 2009
American Express Tax and Business 1998 - 2005
Lindenhurst School District September 1997 - June 1998
North Babylon School District September 1996 - June 1997
Skills
Captivate, Camtasia, WebEx, Live Meeting, Risk, Webcasting, Accounting, SCORM, SnagIt, E-learning, ADDIE, Financial Reporting, Learning Management, Instructional Design, Compliance, Audit, Web-based Training, Auditing, SOX, Webinars, E-learning Development, Risk Management, Banking, Commercial Banking, Application Development, E-Learning, Financial Risk, Sarbanes-Oxley Act, Organizational..., Training, Process Improvement, Change Management, Workshop Facilitation, Training Delivery, Leadership, Management, Needs Analysis, Program Management, Management Consulting, Strategic Planning, Online Marketing, Employee Training, Marketing, Small Business, Social Networking, Performance Management, Software Development, Leadership Development, Teaching, Coaching
Education
State University of New York College at Cortland 1992 — 1996
St. Anthony's H.S. 1988 — 1992
Dowling College
Education
Citi October 2011 - Present
JMD Consulting March 2009 - Present
Self Employed Musician/Music Instructor September 1992 - Present
Citigroup April 2010 - September 2011
RSM McGladrey (Acquired American Express TBS 10/05) October 2005 - March 2009
American Express Tax and Business 1998 - 2005
Lindenhurst School District September 1997 - June 1998
North Babylon School District September 1996 - June 1997
Skills
Captivate, Camtasia, WebEx, Live Meeting, Risk, Webcasting, Accounting, SCORM, SnagIt, E-learning, ADDIE, Financial Reporting, Learning Management, Instructional Design, Compliance, Audit, Web-based Training, Auditing, SOX, Webinars, E-learning Development, Risk Management, Banking, Commercial Banking, Application Development, E-Learning, Financial Risk, Sarbanes-Oxley Act, Organizational..., Training, Process Improvement, Change Management, Workshop Facilitation, Training Delivery, Leadership, Management, Needs Analysis, Program Management, Management Consulting, Strategic Planning, Online Marketing, Employee Training, Marketing, Small Business, Social Networking, Performance Management, Software Development, Leadership Development, Teaching, Coaching
Education
State University of New York College at Cortland 1992 — 1996
St. Anthony's H.S. 1988 — 1992
Dowling College
Education
Dan Coker's Citigroup Experience 2000 - 2002
Job Investment Research and Strategy
Industry Capital Markets
Experience
Moody's Corporation 2006 - 2015
Morgan Stanley Capital International 2002 - 2005
Citigroup 2000 - 2002
Schroders 1997 - 1999
Nat West 1996 - 1997
Prudential Securities 1992 - 1996
Prudential 1991 - 1992
Hewlett-Packard 1987 - 1989
Skills
Stock Selection, Quantitative Research, Marketing, Product Development, Portfolio Management, Communication Skills, Financial Analysis, Equities, Financial Modeling, Investments, Valuation, Quantitative Finance, Capital Markets, Management, Equity Research, Financial Markets, Fixed Income, Derivatives, Business Strategy, Quantitative Analytics, Stock Picking, Hedge Funds, Investment Banking, Asset Management, Structured Finance, Analysis, Alternative Investments, Structured Products, Economics, Investment Management, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Trading, Finance
Education
Drew University 1989 — 1991
Bachelor's Degree
Middlesex County College 1985 — 1989
Associate's Degree
West Chester University of Pennsylvania 1982 — 1985
Moody's Corporation 2006 - 2015
Morgan Stanley Capital International 2002 - 2005
Citigroup 2000 - 2002
Schroders 1997 - 1999
Nat West 1996 - 1997
Prudential Securities 1992 - 1996
Prudential 1991 - 1992
Hewlett-Packard 1987 - 1989
Skills
Stock Selection, Quantitative Research, Marketing, Product Development, Portfolio Management, Communication Skills, Financial Analysis, Equities, Financial Modeling, Investments, Valuation, Quantitative Finance, Capital Markets, Management, Equity Research, Financial Markets, Fixed Income, Derivatives, Business Strategy, Quantitative Analytics, Stock Picking, Hedge Funds, Investment Banking, Asset Management, Structured Finance, Analysis, Alternative Investments, Structured Products, Economics, Investment Management, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Trading, Finance
Education
Drew University 1989 — 1991
Bachelor's Degree
Middlesex County College 1985 — 1989
Associate's Degree
West Chester University of Pennsylvania 1982 — 1985
Christina (Germinario) D'Angelo's Citigroup Experience June 2008 - August 2008
Job Account Supervisor at SS+K
Industry Marketing and Advertising
Experience
SS+K June 2015 - Present
RAPP September 2012 - June 2015
GPR, INC July 2010 - June 2012
CITIGROUP June 2008 - August 2008
Hack, Piro, O’Day, Merklinger, & Wallace P.A., June 2007 - August 2007
Skills
Market Research, Strategy, Marketing, Integrated Marketing, Business Development, Competitive Analysis, Strategic Planning, Sales, Budgets, Training, Leadership
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master, Management Studies
Duke University 2005 — 2009
Bachelor of Arts, History; Markets & Management; Spanish
SS+K June 2015 - Present
RAPP September 2012 - June 2015
GPR, INC July 2010 - June 2012
CITIGROUP June 2008 - August 2008
Hack, Piro, O’Day, Merklinger, & Wallace P.A., June 2007 - August 2007
Skills
Market Research, Strategy, Marketing, Integrated Marketing, Business Development, Competitive Analysis, Strategic Planning, Sales, Budgets, Training, Leadership
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master, Management Studies
Duke University 2005 — 2009
Bachelor of Arts, History; Markets & Management; Spanish
David Stankus David Stankus's Citigroup Experience March 1987 - Present
Job Senior Vice Presidentglobal expense management, reporting and analysis
Industry Financial Services
Experience
Citigroup March 1987 - Present
Skills
Risk Management, Budgets, Capital Markets, Banking, Securities, Investments, Finance, Financial Reporting, Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning
Education
Drew University
BA, Literature/History
Citigroup March 1987 - Present
Skills
Risk Management, Budgets, Capital Markets, Banking, Securities, Investments, Finance, Financial Reporting, Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning
Education
Drew University
BA, Literature/History
Paddy McGee Paddy McGee's Citigroup Experience 2007 - 2009
Job
Industry Nonprofit Organization Management
Experience
Territorial Headquarters of Salvation Army 2014 - Present
Oak Foundation 2010 - 2013
Citigroup 2007 - 2009
AIESEC 2002 - 2006
Skills
Non-profits, Research, PowerPoint, Excel, Public Relations, Community Outreach, Project Management, Policy, Nonprofits, Fundraising, Microsoft Excel, Analysis, Time Management, Budgets, Finance, International Relations, Strategic Planning, Event Management, Leadership, Management, Accounting, Organizational..., Financial Reporting
Education
University of Bristol 2006 — 2007
Masters
Dublin Institute of Technology 2002 — 2006
BSc
Territorial Headquarters of Salvation Army 2014 - Present
Oak Foundation 2010 - 2013
Citigroup 2007 - 2009
AIESEC 2002 - 2006
Skills
Non-profits, Research, PowerPoint, Excel, Public Relations, Community Outreach, Project Management, Policy, Nonprofits, Fundraising, Microsoft Excel, Analysis, Time Management, Budgets, Finance, International Relations, Strategic Planning, Event Management, Leadership, Management, Accounting, Organizational..., Financial Reporting
Education
University of Bristol 2006 — 2007
Masters
Dublin Institute of Technology 2002 — 2006
BSc
Andrew Kapp Andrew Kapp's Citigroup Experience February 2001 - March 2006
Job Executive Director at JPMorgan Asset Management Infrastructure Investments Group
Industry Venture Capital & Private Equity
Experience
JPMorgan Asset Management - Infrastructure Investments Group 2014 - Present
ArcLight Capital Partners April 2006 - July 2013
Citigroup February 2001 - March 2006
Skills
Private Equity, Valuation, Mergers, Due Diligence, Investment Banking, M&A experience, Finance, Corporate Development, Corporate Finance, Renewable Energy, Project Finance, Energy, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Financial Analysis, Structured Finance, Investments
Education
Duke University 1995 — 1999
Bachelor of Arts (BA), Economics
Point Pleasant Beach High School 1991 — 1995
JPMorgan Asset Management - Infrastructure Investments Group 2014 - Present
ArcLight Capital Partners April 2006 - July 2013
Citigroup February 2001 - March 2006
Skills
Private Equity, Valuation, Mergers, Due Diligence, Investment Banking, M&A experience, Finance, Corporate Development, Corporate Finance, Renewable Energy, Project Finance, Energy, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Financial Analysis, Structured Finance, Investments
Education
Duke University 1995 — 1999
Bachelor of Arts (BA), Economics
Point Pleasant Beach High School 1991 — 1995
Robert Wolf Robert Wolf's Citigroup Experience January 2008 - November 2012
Job Vice President Business Development Capital Markets
Industry Financial Services
Experience
Lenders One October 2012 - Present
Citigroup January 2008 - November 2012
Citi August 2005 - January 2008
Citi January 2003 - January 2005
Skills
Cross-functional Team..., Management, Sales, Banking, Finance, Business Analysis, Portfolio Management, Marketing, Loans, Forecasting, New Business Development, Mortgage Lending
Education
Duke University 1987 — 1991
B.A, History
Washington University in St. Louis - Olin Business School 2001 — 2003
Masters of Business Administration (MBA), Knight Scholar - Awarded to top ten students in graduating class
Lenders One October 2012 - Present
Citigroup January 2008 - November 2012
Citi August 2005 - January 2008
Citi January 2003 - January 2005
Skills
Cross-functional Team..., Management, Sales, Banking, Finance, Business Analysis, Portfolio Management, Marketing, Loans, Forecasting, New Business Development, Mortgage Lending
Education
Duke University 1987 — 1991
B.A, History
Washington University in St. Louis - Olin Business School 2001 — 2003
Masters of Business Administration (MBA), Knight Scholar - Awarded to top ten students in graduating class
Christopher Anspach Christopher Anspach's Citigroup Experience February 2005 - February 2008
Job Director, Capital Planning & Analysis at Estee Lauder Group of Companies
Industry Financial Services
Experience
Estee Lauder Group of Companies July 2014 - Present
Estee Lauder January 2011 - July 2014
Arrow Electronics February 2008 - January 2011
Citigroup February 2005 - February 2008
Wilson, Elser LLP June 2004 - February 2005
GEICO October 1999 - June 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Financial Accounting, Business Strategy, Business Analysis, Business Intelligence, Business Process, Business Process..., International Finance, Global Management, Global Strategy, Leadership, Strategic Financial..., ERP Implementations, IT Strategy, Project Finance, Analytics, Managerial Finance, Forecasting, Finance, Strategy, Financial Forecasting, Program Management, Hyperion Enterprise, Sarbanes-Oxley Act, Analysis, Financial Planning
Education
Dowling College 2002 — 2003
MBA, Finance
State University of New York at Old Westbury 2000 — 2002
BS, Management Information Systems
Farmingdale State College 1998 — 2000
AA, Liberal Arts and Sciences
Estee Lauder Group of Companies July 2014 - Present
Estee Lauder January 2011 - July 2014
Arrow Electronics February 2008 - January 2011
Citigroup February 2005 - February 2008
Wilson, Elser LLP June 2004 - February 2005
GEICO October 1999 - June 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Financial Accounting, Business Strategy, Business Analysis, Business Intelligence, Business Process, Business Process..., International Finance, Global Management, Global Strategy, Leadership, Strategic Financial..., ERP Implementations, IT Strategy, Project Finance, Analytics, Managerial Finance, Forecasting, Finance, Strategy, Financial Forecasting, Program Management, Hyperion Enterprise, Sarbanes-Oxley Act, Analysis, Financial Planning
Education
Dowling College 2002 — 2003
MBA, Finance
State University of New York at Old Westbury 2000 — 2002
BS, Management Information Systems
Farmingdale State College 1998 — 2000
AA, Liberal Arts and Sciences
Kathy Fisher Kathy Fisher's Citigroup Experience August 1999 - January 2002
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2002 - Present
Citigroup August 1999 - January 2002
JP Morgan Chase January 1994 - August 1999
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Duke University
Bank of America January 2002 - Present
Citigroup August 1999 - January 2002
JP Morgan Chase January 1994 - August 1999
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Duke University
Mona Monem Mona Monem's Citigroup Experience October 2013 - Present
Job Executive Administrative Assistant ICG Financial Institutions Risk Management
Industry Financial Services
Experience
Citigroup October 2013 - Present
Metalmark Capital February 2013 - September 2013
CITI Private Banking January 2010 - February 2013
CITI Bank January 2010 - February 2013
Imperato Tax Services January 1996 - January 2010
Skills
Vendor Management, Banking, Customer Service, Microsoft Office, Financial Analysis, Risk Management, Credit, Microsoft Excel, Business Analysis, Loans, Project Management, Change Management, Investment Properties, Leadership, Training, Analysis, Management, Finance, Software Documentation, Mortgage Lending, Sales
Education
Dowling College 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Marketing
Citigroup October 2013 - Present
Metalmark Capital February 2013 - September 2013
CITI Private Banking January 2010 - February 2013
CITI Bank January 2010 - February 2013
Imperato Tax Services January 1996 - January 2010
Skills
Vendor Management, Banking, Customer Service, Microsoft Office, Financial Analysis, Risk Management, Credit, Microsoft Excel, Business Analysis, Loans, Project Management, Change Management, Investment Properties, Leadership, Training, Analysis, Management, Finance, Software Documentation, Mortgage Lending, Sales
Education
Dowling College 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Marketing
Anthony Cassano Anthony Cassano's Citigroup Experience August 2006 - February 2009
Job Private Equity, Principal at Spire Capital Partners
Industry Venture Capital & Private Equity
Experience
Spire Capital Partners February 2009 - Present
Surgent McCoy CPE, LLC December 2013 - Present
PAN - Performance Assessment Network February 2013 - Present
Velocity Technology Solutions April 2010 - August 2012
Certiport February 2009 - May 2012
Citigroup August 2006 - February 2009
Ernst & Young LLP October 1999 - August 2004
Skills
Investment Banking, Venture Capital, Capital Markets, New Business Development, Business Strategy, Financial Modeling, Investments, Private Equity, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Due Diligence, M&A experience, LBO, Corporate Development, Business Valuation, Investor Relations, Leveraged Finance, IPO, Strategy, Divestitures, Financial Structuring, Acquisition Integration, Finance
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA)
Spire Capital Partners February 2009 - Present
Surgent McCoy CPE, LLC December 2013 - Present
PAN - Performance Assessment Network February 2013 - Present
Velocity Technology Solutions April 2010 - August 2012
Certiport February 2009 - May 2012
Citigroup August 2006 - February 2009
Ernst & Young LLP October 1999 - August 2004
Skills
Investment Banking, Venture Capital, Capital Markets, New Business Development, Business Strategy, Financial Modeling, Investments, Private Equity, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Due Diligence, M&A experience, LBO, Corporate Development, Business Valuation, Investor Relations, Leveraged Finance, IPO, Strategy, Divestitures, Financial Structuring, Acquisition Integration, Finance
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA)
Vince Talbert Vince Talbert's Citigroup Experience 1989 - 1994
Job Chairman Network for Good
Industry Information Technology and Services
Experience
Network for Good May 2014 - Present
Ingo Money, Inc. September 2013 - Present
Urban Teacher Center 2012 - Present
GiveCorps.com June 2013 - May 2014
PayPal - eBay Inc. November 2008 - December 2012
Bill Me Later Inc. June 2000 - September 2010
Talk.com 1999 - 2000
First USA/Bank One 1996 - 1999
Citigroup 1989 - 1994
Skills
Online Advertising, Web Marketing, Direct Marketing, Program Management, Direct Mail, Public Relations, E-commerce, SEM, Email Marketing, Digital Marketing, Web Analytics, User Experience, Affiliate Marketing, Start-ups, Mobile Marketing, Marketing, Online Marketing, Analytics, Integrated Marketing, Edtech
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA)
Towson University 1986 — 1989
BS, Economics
Drexel University
Network for Good May 2014 - Present
Ingo Money, Inc. September 2013 - Present
Urban Teacher Center 2012 - Present
GiveCorps.com June 2013 - May 2014
PayPal - eBay Inc. November 2008 - December 2012
Bill Me Later Inc. June 2000 - September 2010
Talk.com 1999 - 2000
First USA/Bank One 1996 - 1999
Citigroup 1989 - 1994
Skills
Online Advertising, Web Marketing, Direct Marketing, Program Management, Direct Mail, Public Relations, E-commerce, SEM, Email Marketing, Digital Marketing, Web Analytics, User Experience, Affiliate Marketing, Start-ups, Mobile Marketing, Marketing, Online Marketing, Analytics, Integrated Marketing, Edtech
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA)
Towson University 1986 — 1989
BS, Economics
Drexel University
Deborah Stone Deborah Stone's Citigroup Experience 2007 - January 2012
Job Mortgage Loan Officer at Chase NMLS # 726950
Industry Financial Services
Experience
Chase November 2014 - Present
Citi April 2007 - October 2014
Citigroup 2007 - January 2012
Coldwell Banker June 1986 - April 2007
Skills
Speak Spanish, Strategic Financial..., Credit, Consumer Lending, Customer Service, Mortgage Lending, Home Equity Loans, Mortgage Marketing, Finance, Insurance, Real Estate, Commercial Banking, Lines Of Credit, Sales, Commercial Real Estate, Refinance, Commercial Mortgages, Financial Services, Marketing, Commercial Lending, FHA, Residential Mortgages, Investments, Portfolio Management, First Time Home Buyers, Small Business Lending, Management, Loans, Credit Risk, Loan Origination, Banking, Wealth Management, Relationship Management, Investment Properties, Negotiation, Mortgage Banking, Short Sales, Risk Management, Foreclosures, Credit Analysis, Selling, Underwriting, Sales Management, Financial Analysis, Condos
Education
Drew University
BA, Behaviorial Sciences
Drew University
Chase November 2014 - Present
Citi April 2007 - October 2014
Citigroup 2007 - January 2012
Coldwell Banker June 1986 - April 2007
Skills
Speak Spanish, Strategic Financial..., Credit, Consumer Lending, Customer Service, Mortgage Lending, Home Equity Loans, Mortgage Marketing, Finance, Insurance, Real Estate, Commercial Banking, Lines Of Credit, Sales, Commercial Real Estate, Refinance, Commercial Mortgages, Financial Services, Marketing, Commercial Lending, FHA, Residential Mortgages, Investments, Portfolio Management, First Time Home Buyers, Small Business Lending, Management, Loans, Credit Risk, Loan Origination, Banking, Wealth Management, Relationship Management, Investment Properties, Negotiation, Mortgage Banking, Short Sales, Risk Management, Foreclosures, Credit Analysis, Selling, Underwriting, Sales Management, Financial Analysis, Condos
Education
Drew University
BA, Behaviorial Sciences
Drew University
David Grieco, MBA David Grieco, MBA's Citigroup Experience August 2003 - March 2007
Job Marketing Analyst at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS March 2015 - Present
UPS March 2007 - February 2015
Citigroup August 2003 - March 2007
Pearle Vision January 1996 - August 2003
Skills
Financial Analysis, Budgeting, Access, Business Planning, Forecasting, Project Management, Microsoft Excel, Siebel, Budgets, Management, Market Research, New Business Development, Leadership, Process Improvement, Sales, Analysis, Retail, Customer Service, Team Building
Education
Philadelphia University 2009 — 2012
MBA, Finance
Philadelphia University 1999 — 2002
Bachelor of Science, Finance
Drexel University
Music/Audio Engineering
UPS March 2015 - Present
UPS March 2007 - February 2015
Citigroup August 2003 - March 2007
Pearle Vision January 1996 - August 2003
Skills
Financial Analysis, Budgeting, Access, Business Planning, Forecasting, Project Management, Microsoft Excel, Siebel, Budgets, Management, Market Research, New Business Development, Leadership, Process Improvement, Sales, Analysis, Retail, Customer Service, Team Building
Education
Philadelphia University 2009 — 2012
MBA, Finance
Philadelphia University 1999 — 2002
Bachelor of Science, Finance
Drexel University
Music/Audio Engineering
Christopher Lanzilotta's Citigroup Experience January 2006 - March 2006
Job Partner/Principal, Cyber Risk Services at Ernst & Young LLP
Industry Information Technology and Services
Experience
Ernst & Young LLP July 2015 - Present
AIG November 2013 - Present
Ernst & Young LLP December 2004 - June 2015
AstraZeneca December 2009 - October 2013
ING February 2009 - November 2009
MidFirst Bank March 2009 - April 2009
Merrill Lynch July 2007 - March 2009
Fannie Mae March 2006 - July 2007
Citigroup January 2006 - March 2006
Dell November 2005 - December 2005
Skills
Governance, Risk Management, Vulnerability Management, Enterprise Architecture, Information Security, Data Privacy, Business Intelligence, Master Data Management, Business Analysis, TOGAF, Secure Network..., Identity Management, Project Management, Business Development, Account Management, Data Warehousing, Business Analytics, Information Security..., Program Management, Security, Information Technology, SDLC, Lifesciences, Pharmaceutical Industry, CISSP, Business Process, Computer Security, Security Architecture..., IDS, Solution Architecture, PMO, Business Transformation, Business Process..., Intrusion Detection, IPS, Integration, Business Process Design, IT Transformation, CISM, Consulting, Management Consulting, Risk Assessment, VPN, Strategy, IT Strategy, Firewalls, Analysis, ISO 27001, Cloud Computing, Business Continuity
Education
Drexel University 1993 — 1999
BS
Cinnaminson High School 1989 — 1993
High School Diploma
Ernst & Young LLP July 2015 - Present
AIG November 2013 - Present
Ernst & Young LLP December 2004 - June 2015
AstraZeneca December 2009 - October 2013
ING February 2009 - November 2009
MidFirst Bank March 2009 - April 2009
Merrill Lynch July 2007 - March 2009
Fannie Mae March 2006 - July 2007
Citigroup January 2006 - March 2006
Dell November 2005 - December 2005
Skills
Governance, Risk Management, Vulnerability Management, Enterprise Architecture, Information Security, Data Privacy, Business Intelligence, Master Data Management, Business Analysis, TOGAF, Secure Network..., Identity Management, Project Management, Business Development, Account Management, Data Warehousing, Business Analytics, Information Security..., Program Management, Security, Information Technology, SDLC, Lifesciences, Pharmaceutical Industry, CISSP, Business Process, Computer Security, Security Architecture..., IDS, Solution Architecture, PMO, Business Transformation, Business Process..., Intrusion Detection, IPS, Integration, Business Process Design, IT Transformation, CISM, Consulting, Management Consulting, Risk Assessment, VPN, Strategy, IT Strategy, Firewalls, Analysis, ISO 27001, Cloud Computing, Business Continuity
Education
Drexel University 1993 — 1999
BS
Cinnaminson High School 1989 — 1993
High School Diploma
Nadeem Waheed's Citigroup Experience November 2002 - June 2003
Job
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
Independent Consultant March 2011 - July 2015
J.P. Morgan August 2006 - February 2011
Citi July 2003 - August 2006
Citigroup November 2002 - June 2003
Skills
Business Analysis, Strategy, IT Strategy, Program Management, Business Process, Product Management, Project Management, Start-ups, Management Consulting, Management, Analysis, Business Development, Competitive Analysis, Leadership, SDLC, Securities, Fixed Income, Recruiting, SQL, Operational Excellence, Financial Modeling, Financial Analysis, Investment Management, Entrepreneurship, Small Business, Analytics, Business Process..., Oracle
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, General Management/Finance
Stevens Institute of Technology 1999 — 2003
BE, Computer Engineering
Richmond Hill 1995 — 1999
High School, N/A
OppenheimerFunds July 2015 - Present
Independent Consultant March 2011 - July 2015
J.P. Morgan August 2006 - February 2011
Citi July 2003 - August 2006
Citigroup November 2002 - June 2003
Skills
Business Analysis, Strategy, IT Strategy, Program Management, Business Process, Product Management, Project Management, Start-ups, Management Consulting, Management, Analysis, Business Development, Competitive Analysis, Leadership, SDLC, Securities, Fixed Income, Recruiting, SQL, Operational Excellence, Financial Modeling, Financial Analysis, Investment Management, Entrepreneurship, Small Business, Analytics, Business Process..., Oracle
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, General Management/Finance
Stevens Institute of Technology 1999 — 2003
BE, Computer Engineering
Richmond Hill 1995 — 1999
High School, N/A
Jim Tam's Citigroup Experience November 1999 - March 2006
Job Business Leader | Marketing Visionary | Business Development Closer | VP, SalesCentral Region at The Hertz Corporation
Industry Transportation/Trucking/Railroad
Experience
The Hertz Corporation September 2012 - Present
20/20 COMMUNICATIONS, INC November 2007 - September 2012
KASTLE SYSTEMS INTERNATIONAL March 2006 - November 2007
CITIGROUP November 1999 - March 2006
CITIGROUP July 1995 - November 1999
CITIGROUP August 1992 - July 1995
CITIGROUP July 1989 - August 1992
Skills
P&L Management, Innovation, Sales Management, Direct Sales, Marketing Strategy, Direct Marketing, Marketing Management, New Business Development, College Recruiting, Branch Management, People Management, Talent Assessment, Mentoring, Team Leadership, Team Building, Leadership Development, Change Management, Vendor Management, Incentive Programs, Accountability
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Finance and International Business
Dowling College 1991 — 1993
MBA, Management & Marketing; special emphasis on Total Quality Management
The Hertz Corporation September 2012 - Present
20/20 COMMUNICATIONS, INC November 2007 - September 2012
KASTLE SYSTEMS INTERNATIONAL March 2006 - November 2007
CITIGROUP November 1999 - March 2006
CITIGROUP July 1995 - November 1999
CITIGROUP August 1992 - July 1995
CITIGROUP July 1989 - August 1992
Skills
P&L Management, Innovation, Sales Management, Direct Sales, Marketing Strategy, Direct Marketing, Marketing Management, New Business Development, College Recruiting, Branch Management, People Management, Talent Assessment, Mentoring, Team Leadership, Team Building, Leadership Development, Change Management, Vendor Management, Incentive Programs, Accountability
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Finance and International Business
Dowling College 1991 — 1993
MBA, Management & Marketing; special emphasis on Total Quality Management
Tommy Pope's Citigroup Experience May 2003 - September 2004
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
Self - Employed March 2009 - July 2010
Creative Strategy Group, Inc. July 2008 - February 2009
NetPlus Marketing January 2007 - July 2008
Acacia Financial May 2004 - January 2007
Citigroup May 2003 - September 2004
Deloitte & Touche, LLP September 2001 - June 2003
Verizon Communication Services September 2000 - March 2001
Education
Drexel University 1998 — 2003
BS, Information Science and Technology
Self - Employed March 2009 - July 2010
Creative Strategy Group, Inc. July 2008 - February 2009
NetPlus Marketing January 2007 - July 2008
Acacia Financial May 2004 - January 2007
Citigroup May 2003 - September 2004
Deloitte & Touche, LLP September 2001 - June 2003
Verizon Communication Services September 2000 - March 2001
Education
Drexel University 1998 — 2003
BS, Information Science and Technology
Bill Bermont's Citigroup Experience August 2003 - April 2010
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2010 - Present
Citigroup August 2003 - April 2010
The Pritzker Organization December 2000 - June 2002
First Chicago NBD/Bank One July 1997 - November 1999
Skills
High Yield, Leveraged Finance, Hedge Funds, Credit Derivatives, Structured Products, Fixed Income, Trading, Loans, Private Equity, Capital Markets, Special Situations, Alternative Investments, Credit Analysis, Portfolio Management, Corporate Finance, Credit
Education
Loyola University Chicago 2002 — 2003
MSA, Accountancy
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
Duke University 1993 — 1997
BA, History
Credit Suisse April 2010 - Present
Citigroup August 2003 - April 2010
The Pritzker Organization December 2000 - June 2002
First Chicago NBD/Bank One July 1997 - November 1999
Skills
High Yield, Leveraged Finance, Hedge Funds, Credit Derivatives, Structured Products, Fixed Income, Trading, Loans, Private Equity, Capital Markets, Special Situations, Alternative Investments, Credit Analysis, Portfolio Management, Corporate Finance, Credit
Education
Loyola University Chicago 2002 — 2003
MSA, Accountancy
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
Duke University 1993 — 1997
BA, History
Christina Bennison's Citigroup Experience April 2005 - December 2009
Job Director of Investor Relations at Roundtable Investment Partners & Carleon Capital Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners August 2013 - Present
Goldman Sachs Asset Management December 2009 - April 2013
Citigroup April 2005 - December 2009
Citigroup April 2005 - June 2007
The Urban Assembly June 2002 - March 2005
Morgan Stanley June 2000 - January 2002
Skills
Project Management, Asset Management, HNW Individuals, Family Office, New Business Development, Product Marketing, Equities, Investor Relations, Investment Management, Corporate Philanthropy, Philanthropy, Non-profit Program..., Manage Client..., Fixed Income, Strategic Partnerships, Partnership-building, Fundraising, Sales, Valuation, Finance, Alternative Investments, Hedge Funds, Strategy, Private Equity, Financial Modeling, Investment Banking, Bloomberg, Funding
Education
Duke University - The Fuqua School of Business 2008 — 2010
M.B.A.
Princeton University 1996 — 2000
AB, History
Roundtable Investment Partners & Carleon Capital Partners August 2013 - Present
Goldman Sachs Asset Management December 2009 - April 2013
Citigroup April 2005 - December 2009
Citigroup April 2005 - June 2007
The Urban Assembly June 2002 - March 2005
Morgan Stanley June 2000 - January 2002
Skills
Project Management, Asset Management, HNW Individuals, Family Office, New Business Development, Product Marketing, Equities, Investor Relations, Investment Management, Corporate Philanthropy, Philanthropy, Non-profit Program..., Manage Client..., Fixed Income, Strategic Partnerships, Partnership-building, Fundraising, Sales, Valuation, Finance, Alternative Investments, Hedge Funds, Strategy, Private Equity, Financial Modeling, Investment Banking, Bloomberg, Funding
Education
Duke University - The Fuqua School of Business 2008 — 2010
M.B.A.
Princeton University 1996 — 2000
AB, History
Jacqueline Spaulding's Citigroup Experience August 2001 - May 2002
Job Financial Planning
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - March 2015
Vantiv, Inc. June 2011 - July 2012
Fifth Third Processing Solutions, LLC July 2009 - June 2011
Fifth Third Bank October 2005 - June 2009
Citigroup August 2001 - May 2002
Citibank April 1998 - August 2001
Household International September 1997 - March 1998
Household Retail Services September 1995 - August 1997
Citicorp Retail Services February 1990 - August 1995
Skills
Accounts Payable, Merchant Services, Financial Modeling, Financial Analysis, Concur, T&E Reporting, Purchase Card..., Credit Cards, Cross-functional Team..., Finance, Accounting, Management, Portfolio Management, Risk Management, Strategic Financial..., Cash Management, Payments, Credit, Leadership
Education
The Ohio State University Fisher College of Business 2012 — 2014
Executive Certificate in Financial Planning, Financial Planning and Services, Pass
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance, Corporate Accounting
Dowling College 1986 — 1990
BBA, Accounting
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - March 2015
Vantiv, Inc. June 2011 - July 2012
Fifth Third Processing Solutions, LLC July 2009 - June 2011
Fifth Third Bank October 2005 - June 2009
Citigroup August 2001 - May 2002
Citibank April 1998 - August 2001
Household International September 1997 - March 1998
Household Retail Services September 1995 - August 1997
Citicorp Retail Services February 1990 - August 1995
Skills
Accounts Payable, Merchant Services, Financial Modeling, Financial Analysis, Concur, T&E Reporting, Purchase Card..., Credit Cards, Cross-functional Team..., Finance, Accounting, Management, Portfolio Management, Risk Management, Strategic Financial..., Cash Management, Payments, Credit, Leadership
Education
The Ohio State University Fisher College of Business 2012 — 2014
Executive Certificate in Financial Planning, Financial Planning and Services, Pass
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance, Corporate Accounting
Dowling College 1986 — 1990
BBA, Accounting
Beth Fehmel's Citigroup Experience 1985 - Present
Job Human Resources Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2011 - Present
Citigroup 1985 - Present
Citi Global Wealth Management 1985 - Present
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2010
Skills
Career Development, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Executive Coaching, HR Policies, HRIS, Leadership, Leadership Development, Mergers, Onboarding, Organizational..., Personnel Management, Process Improvement, Project Management, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning, Performance Management, Human Resources
Education
Duke University 1981 — 1985
JPMorgan Chase January 2011 - Present
Citigroup 1985 - Present
Citi Global Wealth Management 1985 - Present
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2010
Skills
Career Development, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Executive Coaching, HR Policies, HRIS, Leadership, Leadership Development, Mergers, Onboarding, Organizational..., Personnel Management, Process Improvement, Project Management, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning, Performance Management, Human Resources
Education
Duke University 1981 — 1985
Kristen Armstrong (Hankins)'s Citigroup Experience August 2013 - Present
Job
Industry Investment Management
Experience
Citigroup August 2013 - Present
First New York Securities October 2011 - August 2013
Champlain Investment Partners, LLC June 2009 - September 2011
Equity Services, Inc. March 2006 - June 2009
Gate 1 Travel 2004 - 2006
Skills
Securities, Due Diligence, Hedge Funds, Investments, Asset Management, Mutual Funds, Trading, FINRA, Equities
Education
University of Vermont 2008 — 2010
MBA
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Science
Citigroup August 2013 - Present
First New York Securities October 2011 - August 2013
Champlain Investment Partners, LLC June 2009 - September 2011
Equity Services, Inc. March 2006 - June 2009
Gate 1 Travel 2004 - 2006
Skills
Securities, Due Diligence, Hedge Funds, Investments, Asset Management, Mutual Funds, Trading, FINRA, Equities
Education
University of Vermont 2008 — 2010
MBA
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Science
Joe Chung's Citigroup Experience August 2006 - October 2006
Job Software Engineer at Microsoft
Industry Computer Software
Experience
Microsoft August 2014 - Present
WageWorks September 2013 - May 2014
BST Global November 2012 - April 2013
Microsoft December 2007 - October 2012
Crosspointe Schools Online August 2007 - November 2007
WellCare May 2007 - July 2007
Bayshore Solutions November 2006 - May 2007
Citigroup August 2006 - October 2006
Curtiss Wright February 2002 - July 2006
American Tower 2000 - 2000
Skills
ASP.NET, Microsoft SQL Server, IIS, Silverlight, Windows Server, C#, Visual Studio, .NET, Software Development, XML, Agile Methodologies, JavaScript, SQL, SharePoint, Web Services, Web Applications, Visual Basic, jQuery, WCF, T-SQL, ASP.NET MVC, CSS, AJAX, HTML, LINQ, VB.NET, HTML 5, Web Development
Education
Duke University 1988 — 1992
B.S., Computer Science
Microsoft August 2014 - Present
WageWorks September 2013 - May 2014
BST Global November 2012 - April 2013
Microsoft December 2007 - October 2012
Crosspointe Schools Online August 2007 - November 2007
WellCare May 2007 - July 2007
Bayshore Solutions November 2006 - May 2007
Citigroup August 2006 - October 2006
Curtiss Wright February 2002 - July 2006
American Tower 2000 - 2000
Skills
ASP.NET, Microsoft SQL Server, IIS, Silverlight, Windows Server, C#, Visual Studio, .NET, Software Development, XML, Agile Methodologies, JavaScript, SQL, SharePoint, Web Services, Web Applications, Visual Basic, jQuery, WCF, T-SQL, ASP.NET MVC, CSS, AJAX, HTML, LINQ, VB.NET, HTML 5, Web Development
Education
Duke University 1988 — 1992
B.S., Computer Science
Brian McRae's Citigroup Experience 1998 - Present
Job Vice President at Citibank
Industry Banking
Experience
Citigroup 1998 - Present
ABN AMRO Services Company 1998 - 2001
fiserv 1993 - 1998
Education
Dowling College 1998 — 2000
Masters, Business
Saint John's University 1986 — 2000
Bachelor's Degree, Finance, General
Citigroup 1998 - Present
ABN AMRO Services Company 1998 - 2001
fiserv 1993 - 1998
Education
Dowling College 1998 — 2000
Masters, Business
Saint John's University 1986 — 2000
Bachelor's Degree, Finance, General
Mitchell Raynard's Citigroup Experience August 1995 - January 1998
Job Recruiter
Industry Investment Banking
Experience
Javelin Recruiting August 2009 - Present
Merrill Lynch September 1998 - August 2009
Citigroup August 1995 - January 1998
JP Morgan June 1995 - September 1995
Education
Duke University 1990 — 1994
Bachelor of Science, Finance
Javelin Recruiting August 2009 - Present
Merrill Lynch September 1998 - August 2009
Citigroup August 1995 - January 1998
JP Morgan June 1995 - September 1995
Education
Duke University 1990 — 1994
Bachelor of Science, Finance
Chris Ancona's Citigroup Experience May 2000 - April 2005
Job VP, Finance at First Data
Industry Financial Services
Experience
First Data April 2005 - Present
Citigroup May 2000 - April 2005
Reliance Group Holdings, Inc May 1999 - May 2000
American International Group May 1998 - May 1999
Skills
Series 7, Series 63, FINRA, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Variance Analysis, Accounting, Risk Management, Hyperion Enterprise, Payments, Financial Accounting, Internal Controls, Business Analysis, Strategic Planning, Leadership, Business Strategy, Due Diligence, Forecasting, Executive Management, Credit Cards, Business Process..., Transaction Processing, Analysis, General Ledger, Payment Card Processing, Electronic Payments, Bloomberg, Acquiring, Data Analysis, Valuation
Education
Siena College 1994 — 1998
Bachelors of Business Administration, Accounting
Dowling College 2007 — 2008
MBA, Corporate Finance
First Data April 2005 - Present
Citigroup May 2000 - April 2005
Reliance Group Holdings, Inc May 1999 - May 2000
American International Group May 1998 - May 1999
Skills
Series 7, Series 63, FINRA, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Variance Analysis, Accounting, Risk Management, Hyperion Enterprise, Payments, Financial Accounting, Internal Controls, Business Analysis, Strategic Planning, Leadership, Business Strategy, Due Diligence, Forecasting, Executive Management, Credit Cards, Business Process..., Transaction Processing, Analysis, General Ledger, Payment Card Processing, Electronic Payments, Bloomberg, Acquiring, Data Analysis, Valuation
Education
Siena College 1994 — 1998
Bachelors of Business Administration, Accounting
Dowling College 2007 — 2008
MBA, Corporate Finance
John Wambold's Citigroup Experience 1995 - 1999
Job Southport LLC
Industry Financial Services
Experience
Southport LLC January 1999 - Present
Imperial Capital September 2008 - June 2014
Powelton Capital Mgt January 2007 - September 2008
Societe Generale September 2002 - October 2006
Citigroup 1995 - 1999
Salomon Brothers 1982 - 1995
Skills
Fixed Income, Debt, Trading, Credit, Investments, Risk Management, Portfolio Management, Bonds, Equity Trading, Proprietary Trading, Capital Markets, Rates, Investment Banking, Securities, Financial Structuring, Hedge Funds, Credit Derivatives, Options, Asset Management, Bloomberg, Structured Finance, Interest Rate..., Valuation, Equity Derivatives, Equities, Financial Risk, Hedging, Financial Analysis, Structured Products, Derivatives, Finance, Electronic Trading, Financial Markets, FX Options, Trading Systems, Series 7, Alternative Investments, Funding
Education
Drexel University - College of Business and Administration 1979 — 1983
Bachelor of Science (BS), Engineering and Business
Southport LLC January 1999 - Present
Imperial Capital September 2008 - June 2014
Powelton Capital Mgt January 2007 - September 2008
Societe Generale September 2002 - October 2006
Citigroup 1995 - 1999
Salomon Brothers 1982 - 1995
Skills
Fixed Income, Debt, Trading, Credit, Investments, Risk Management, Portfolio Management, Bonds, Equity Trading, Proprietary Trading, Capital Markets, Rates, Investment Banking, Securities, Financial Structuring, Hedge Funds, Credit Derivatives, Options, Asset Management, Bloomberg, Structured Finance, Interest Rate..., Valuation, Equity Derivatives, Equities, Financial Risk, Hedging, Financial Analysis, Structured Products, Derivatives, Finance, Electronic Trading, Financial Markets, FX Options, Trading Systems, Series 7, Alternative Investments, Funding
Education
Drexel University - College of Business and Administration 1979 — 1983
Bachelor of Science (BS), Engineering and Business
Adam Piekarski's Citigroup Experience June 2004 - February 2005
Job Director at MSD Partners, LP
Industry Investment Management
Experience
MSD Partners, LP June 2011 - Present
MSD Partners, LP August 2007 - July 2009
Goldman Sachs & Co. February 2005 - August 2007
Citigroup June 2004 - February 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Duke University 2000 — 2004
B.S.E.
The University of Queensland 2003 — 2003
MSD Partners, LP June 2011 - Present
MSD Partners, LP August 2007 - July 2009
Goldman Sachs & Co. February 2005 - August 2007
Citigroup June 2004 - February 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Duke University 2000 — 2004
B.S.E.
The University of Queensland 2003 — 2003
Man-Ung Yi's Citigroup Experience 2004 - 2007
Job Associate at Dresdner Bank
Industry Computer Software
Experience
Dresdner Bank DeveloperStreamBase Systems2009 - 2010
Citigroup 2004 - 2007
Education
Drexel University 1993 — 1998
Dresdner Bank DeveloperStreamBase Systems2009 - 2010
Citigroup 2004 - 2007
Education
Drexel University 1993 — 1998
Jim Given's Citigroup Experience May 1994 - April 2013
Job Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2015 - Present
B. Riley & Co. April 2014 - July 2015
Citigroup May 1994 - April 2013
Citi 2001 - 2006
Citi 1997 - 2001
Citi May 1994 - 1997
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Alternative Investments, Financial Modeling, Investment Banking, Series 7, Valuation, Bloomberg, Mutual Funds, Finance, Series 63, Securities, Trading, Derivatives, Options, Financial Markets, Asset Allocation, Equity Trading, Trading Systems, Wealth Management, Fixed Income, Private Equity, Emerging Markets, Investment Advisory, Equity Valuation, Electronic Trading, FINRA, Investment Strategies, Bonds, Investment Management, ETFs, Financial Services, Asset Management
Education
Drexel University 1991 — 1993
Dual MBA, Finance & Investment Mgmt
Rutgers University-New Brunswick 1982 — 1986
BS, Ag Economics
LBI and High School
RBC Capital Markets July 2015 - Present
B. Riley & Co. April 2014 - July 2015
Citigroup May 1994 - April 2013
Citi 2001 - 2006
Citi 1997 - 2001
Citi May 1994 - 1997
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Alternative Investments, Financial Modeling, Investment Banking, Series 7, Valuation, Bloomberg, Mutual Funds, Finance, Series 63, Securities, Trading, Derivatives, Options, Financial Markets, Asset Allocation, Equity Trading, Trading Systems, Wealth Management, Fixed Income, Private Equity, Emerging Markets, Investment Advisory, Equity Valuation, Electronic Trading, FINRA, Investment Strategies, Bonds, Investment Management, ETFs, Financial Services, Asset Management
Education
Drexel University 1991 — 1993
Dual MBA, Finance & Investment Mgmt
Rutgers University-New Brunswick 1982 — 1986
BS, Ag Economics
LBI and High School
Jonathan Katell, CPA's Citigroup Experience 1998 - 2002
Job Senior Financial Professional
Industry Investment Management
Experience
GSC Group 2002 - Present
Citi 2012 - 2013
Citigroup 1998 - 2002
Swiss Bank / UBS 1997 - 1998
Organizer Systems 1993 - 1997
Skills
Alternative Investments, Hedge Funds, Fixed Income, Valuation, Financial Modeling, Equities, Capital Markets, Portfolio Management, Structured Finance, Asset Management, Derivatives, Bonds, Bloomberg, Corporate Finance, Securities, Financial Analysis, Financial Structuring
Education
Drexel University - College of Business and Administration 1987 — 1992
B.S., Accounting
GSC Group 2002 - Present
Citi 2012 - 2013
Citigroup 1998 - 2002
Swiss Bank / UBS 1997 - 1998
Organizer Systems 1993 - 1997
Skills
Alternative Investments, Hedge Funds, Fixed Income, Valuation, Financial Modeling, Equities, Capital Markets, Portfolio Management, Structured Finance, Asset Management, Derivatives, Bonds, Bloomberg, Corporate Finance, Securities, Financial Analysis, Financial Structuring
Education
Drexel University - College of Business and Administration 1987 — 1992
B.S., Accounting
Janahan Ramanathan's Citigroup Experience 1997 - 1999
Job Technology and Business Development, Consulting Firm
Industry Financial Services
Experience
Consulting Firm December 2008 - Present
Drexel University January 2010 - Present
WSTA January 2008 - December 2009
Large Firm October 2000 - November 2008
JPMorgan Chase January 1999 - October 2000
Citigroup 1997 - 1999
ATS 1996 - 1997
ECS / Shared Network 1994 - 1995
Bryn Mawr College 1990 - 1994
Skills
IT Strategy, Network Security, Security, Information Security, Information Security..., Product Development, Project Management, Software Engineering, Healthcare Information..., Financial Services, Enterprise Architecture, Enterprise Risk..., Server Architecture, Storage Architecture, Networking, Disaster Recovery, Higher Education
Education
Drexel University
Bachelor of Science (BSc)
Penn State University
Master's degree
Consulting Firm December 2008 - Present
Drexel University January 2010 - Present
WSTA January 2008 - December 2009
Large Firm October 2000 - November 2008
JPMorgan Chase January 1999 - October 2000
Citigroup 1997 - 1999
ATS 1996 - 1997
ECS / Shared Network 1994 - 1995
Bryn Mawr College 1990 - 1994
Skills
IT Strategy, Network Security, Security, Information Security, Information Security..., Product Development, Project Management, Software Engineering, Healthcare Information..., Financial Services, Enterprise Architecture, Enterprise Risk..., Server Architecture, Storage Architecture, Networking, Disaster Recovery, Higher Education
Education
Drexel University
Bachelor of Science (BSc)
Penn State University
Master's degree
Steve Saussy's Citigroup Experience Team LeaderTata Consultancy Services2006 - Present
Job Director, International Deployment at CItigroup
Industry Financial Services
Experience
CItigroup Team LeaderTata Consultancy Services2006 - Present
Education
Drexel University
CItigroup Team LeaderTata Consultancy Services2006 - Present
Education
Drexel University
Heather Alger's Citigroup Experience 2000 - 2009
Job Managing Director
Industry Banking
Experience
PNC Capital Markets 2011 - Present
Barclays Capital 2009 - 2011
Citigroup 2000 - 2009
Bank of Montreal 1996 - 2000
JPMorgan Chase (formerly First Chicago) 1990 - 1996
General Motors 1984 - 1990
Skills
Trading Systems, FX Options, Derivatives, Capital Markets, Equities, Hedging, Options, Financial Markets, Back Office, Asset Managment, Foreign Exchange, Finance, Fixed Income, Asset Management, Currency, Structured Products
Education
University of Michigan
MBA
Duke University
BSE, Mechanical Engineering and Materials Science
PNC Capital Markets 2011 - Present
Barclays Capital 2009 - 2011
Citigroup 2000 - 2009
Bank of Montreal 1996 - 2000
JPMorgan Chase (formerly First Chicago) 1990 - 1996
General Motors 1984 - 1990
Skills
Trading Systems, FX Options, Derivatives, Capital Markets, Equities, Hedging, Options, Financial Markets, Back Office, Asset Managment, Foreign Exchange, Finance, Fixed Income, Asset Management, Currency, Structured Products
Education
University of Michigan
MBA
Duke University
BSE, Mechanical Engineering and Materials Science
Ben Herbert, CFA's Citigroup Experience May 2008 - August 2008
Job Associate Director, Equity Research at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2013 - Present
Lord Abbett May 2010 - December 2013
Citigroup May 2008 - August 2008
Standard & Poor's October 2002 - July 2007
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance, Accounting
Duke University 1997 — 2001
AB, Economics, History
UBS Investment Bank December 2013 - Present
Lord Abbett May 2010 - December 2013
Citigroup May 2008 - August 2008
Standard & Poor's October 2002 - July 2007
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance, Accounting
Duke University 1997 — 2001
AB, Economics, History
Suzanne Crymes's Citigroup Experience July 1993 - March 2007
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Societe Generale June 2013 - September 2014
Jefferies April 2007 - December 2008
Citigroup July 1993 - March 2007
Citigroup 1993 - 2000
Skills
Leveraged Finance, Loans, Asset Based Lending, Mezzanine, Loan Origination, Loan Structuring, Underwriting, Portfolio Management, Credit Portfolio..., Credit Analysis, Credit Risk, Credit, Loan Modifications, Debt Restructuring, Restructuring, Workout, Risk Management, Syndications, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, LBO, Commercial Banking, Financial Statement..., Financial Risk, Banking, Relationship Management, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Drexel University 1985 — 1990
BS, Commerce & Engineering - Finance & Accounting
Morgan Stanley September 2014 - Present
Societe Generale June 2013 - September 2014
Jefferies April 2007 - December 2008
Citigroup July 1993 - March 2007
Citigroup 1993 - 2000
Skills
Leveraged Finance, Loans, Asset Based Lending, Mezzanine, Loan Origination, Loan Structuring, Underwriting, Portfolio Management, Credit Portfolio..., Credit Analysis, Credit Risk, Credit, Loan Modifications, Debt Restructuring, Restructuring, Workout, Risk Management, Syndications, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, LBO, Commercial Banking, Financial Statement..., Financial Risk, Banking, Relationship Management, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Drexel University 1985 — 1990
BS, Commerce & Engineering - Finance & Accounting
Frank Isdell's Citigroup Experience January 2001 - November 2007
Job Data Quality Leader in Consumer Bank data governance
Industry Financial Services
Experience
Citi March 2013 - Present
Citi September 2011 - March 2013
Oakton November 2008 - August 2011
Proclivity Systems June 2008 - October 2008
Credit Suisse November 2007 - May 2008
Citigroup January 2001 - November 2007
Howard Hughes Medical Institute August 1997 - January 2001
The Rockefeller University September 1995 - August 1997
Immulogic Pharmaceutical Corp 1993 - 1995
Skills
Data Quality, Data Governance, Data Acquisition, Data Warehousing, Data Profiling, Data Analysis, Root Cause Analysis, Informatica, Oracle SQL, SQL, Ab Initio, Data Maturity Model, Data Management, Data Cleansing, Database Development, Data Modeling, Risk Management, Business Analysis, AML, Basel II, Basel III, Retail Banking, Investment Banking, Loans, Trading, Loan Trading, Credit Risk, Data Management..., Data Risk Management, Business Intelligence, Reference Data, Data Architecture, Data Migration, Business Objects, Data Cleaning, Databases, Program Management, SDLC, Portfolio Management, Management, Requirements Analysis, IT Strategy, Strategy, Analysis, Consulting, Banking, Software Project..., Leadership
Education
New York University 1997 — 2000
M.S., Information Systems
Dublin City University 1989 — 1993
B.Sc., Biotechnology
Citi March 2013 - Present
Citi September 2011 - March 2013
Oakton November 2008 - August 2011
Proclivity Systems June 2008 - October 2008
Credit Suisse November 2007 - May 2008
Citigroup January 2001 - November 2007
Howard Hughes Medical Institute August 1997 - January 2001
The Rockefeller University September 1995 - August 1997
Immulogic Pharmaceutical Corp 1993 - 1995
Skills
Data Quality, Data Governance, Data Acquisition, Data Warehousing, Data Profiling, Data Analysis, Root Cause Analysis, Informatica, Oracle SQL, SQL, Ab Initio, Data Maturity Model, Data Management, Data Cleansing, Database Development, Data Modeling, Risk Management, Business Analysis, AML, Basel II, Basel III, Retail Banking, Investment Banking, Loans, Trading, Loan Trading, Credit Risk, Data Management..., Data Risk Management, Business Intelligence, Reference Data, Data Architecture, Data Migration, Business Objects, Data Cleaning, Databases, Program Management, SDLC, Portfolio Management, Management, Requirements Analysis, IT Strategy, Strategy, Analysis, Consulting, Banking, Software Project..., Leadership
Education
New York University 1997 — 2000
M.S., Information Systems
Dublin City University 1989 — 1993
B.Sc., Biotechnology
Curt Brockelman's Citigroup Experience May 1996 - July 2003
Job Managing Partner, Harvest Volatility Management, LLC
Industry Investment Management
Experience
Harvest Volatility Management, LLC April 2008 - Present
Perch Bay Partners, LLC July 2003 - April 2008
Citigroup May 1996 - July 2003
Goldman Sachs 1995 - 1995
Skills
Risk Management, Hedge Funds, Equities, Alternative Investments, Investments, Portfolio Management, Fixed Income, Asset Managment, Derivatives, Capital Markets, Trading, Private Equity, Investment Banking, Options, Series 7, Valuation, Financial Modeling, Investment Advisory, Asset Allocation, Investment Strategies, ETFs
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Finance, Marketing
Duke University 1987 — 1991
AB, Economics
Dulwich College 1986 — 1987
Westminster School
Harvest Volatility Management, LLC April 2008 - Present
Perch Bay Partners, LLC July 2003 - April 2008
Citigroup May 1996 - July 2003
Goldman Sachs 1995 - 1995
Skills
Risk Management, Hedge Funds, Equities, Alternative Investments, Investments, Portfolio Management, Fixed Income, Asset Managment, Derivatives, Capital Markets, Trading, Private Equity, Investment Banking, Options, Series 7, Valuation, Financial Modeling, Investment Advisory, Asset Allocation, Investment Strategies, ETFs
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Finance, Marketing
Duke University 1987 — 1991
AB, Economics
Dulwich College 1986 — 1987
Westminster School
Benjamin Kim's Citigroup Experience February 2006 - October 2009
Job Product Manager at Wenner Media
Industry Online Media
Experience
Wenner Media June 2015 - Present
Penton March 2015 - May 2015
WorldOne Interactive April 2013 - April 2014
Oxygen Media July 2012 - December 2012
CafeMom October 2009 - February 2012
Citigroup February 2006 - October 2009
Chelsea House Publishers September 2001 - August 2003
Zigzag.net November 1999 - August 2001
Gordon & Breach Science Publishers July 1997 - October 1999
Skills
OmniGraffle, CMS, HTML, Project Management, SEO, Omniture, Photoshop, Visio, CSS, Basecamp, Trac, Microsoft Excel, Microsoft Word, Excel, Word, Rally, Rapid Prototyping, Facebook, Social Media, User Experience, Blogging, Axure RP, JIRA, Confluence
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), English
General Assembly
Wenner Media June 2015 - Present
Penton March 2015 - May 2015
WorldOne Interactive April 2013 - April 2014
Oxygen Media July 2012 - December 2012
CafeMom October 2009 - February 2012
Citigroup February 2006 - October 2009
Chelsea House Publishers September 2001 - August 2003
Zigzag.net November 1999 - August 2001
Gordon & Breach Science Publishers July 1997 - October 1999
Skills
OmniGraffle, CMS, HTML, Project Management, SEO, Omniture, Photoshop, Visio, CSS, Basecamp, Trac, Microsoft Excel, Microsoft Word, Excel, Word, Rally, Rapid Prototyping, Facebook, Social Media, User Experience, Blogging, Axure RP, JIRA, Confluence
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), English
General Assembly
Jorja Dogic's Citigroup Experience January 2001 - March 2006
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2006 - Present
Citigroup January 2001 - March 2006
MMC December 1995 - January 2001
Younkers, Inc/The Bon-Ton Stores, Inc. July 1992 - December 1995
Skills
Financial Analysis, Credit Cards, Accounting, Variance Analysis, Audit, Forecasting, Debit Cards, Rewards, Marketing, Collections, Corporate Finance, Financial Modeling, Banking, Auditing, Essbase, Financial Reporting, Portfolio Management, Credit, Mergers & Acquisitions, Finance, Strategic Financial..., Loans, Relationship Management, Financial Services, Payments, Mortgage Lending, Managerial Finance, Analytics, Business Analysis, Risk Management
Education
Drake University
BSBA, Accounting
Sentral High School
Sentral High School
Wells Fargo June 2006 - Present
Citigroup January 2001 - March 2006
MMC December 1995 - January 2001
Younkers, Inc/The Bon-Ton Stores, Inc. July 1992 - December 1995
Skills
Financial Analysis, Credit Cards, Accounting, Variance Analysis, Audit, Forecasting, Debit Cards, Rewards, Marketing, Collections, Corporate Finance, Financial Modeling, Banking, Auditing, Essbase, Financial Reporting, Portfolio Management, Credit, Mergers & Acquisitions, Finance, Strategic Financial..., Loans, Relationship Management, Financial Services, Payments, Mortgage Lending, Managerial Finance, Analytics, Business Analysis, Risk Management
Education
Drake University
BSBA, Accounting
Sentral High School
Sentral High School
Shupe Will's Citigroup Experience 1982 - 1994
Job EVP at BB&T
Industry Financial Services
Experience
BB&T ConsultantHome Depot2002 - 2003
First Union National Bank 1998 - 2000
First Union 1997 - 2000
Citigroup 1982 - 1994
Education
Drake University 1978 — 1982
BA, Computer Science
BB&T ConsultantHome Depot2002 - 2003
First Union National Bank 1998 - 2000
First Union 1997 - 2000
Citigroup 1982 - 1994
Education
Drake University 1978 — 1982
BA, Computer Science
Ayana Andrews's Citigroup Experience April 2000 - May 2005
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
Bear Stearns Asset Management December 2006 - June 2008
ClearBridge Advisors April 2006 - December 2006
Citigroup April 2000 - May 2005
Education
Iona College 2002 — 2004
MBA, Marketing
Fordham University 1999 — 2001
MA, English
Drew University 1997 — 1999
BA, English
Barclays Capital January 2010 - Present
Bear Stearns Asset Management December 2006 - June 2008
ClearBridge Advisors April 2006 - December 2006
Citigroup April 2000 - May 2005
Education
Iona College 2002 — 2004
MBA, Marketing
Fordham University 1999 — 2001
MA, English
Drew University 1997 — 1999
BA, English
Sirin Neyzi's Citigroup Experience 2010 - Present
Job Associate at Citi Corporate Banking
Industry Banking
Experience
Citigroup 2010 - Present
AECOM International Development April 2008 - June 2010
The World Bank August 2007 - December 2007
Fuqua School of Business January 2006 - December 2006
Citigroup Global Transaction Services May 2006 - August 2006
White & Case September 2005 - October 2005
Education
Duke University 2003 — 2007
Bachelor of Arts (B.A.)
Robert Koleji 1997 — 2003
High School Diploma
Citigroup 2010 - Present
AECOM International Development April 2008 - June 2010
The World Bank August 2007 - December 2007
Fuqua School of Business January 2006 - December 2006
Citigroup Global Transaction Services May 2006 - August 2006
White & Case September 2005 - October 2005
Education
Duke University 2003 — 2007
Bachelor of Arts (B.A.)
Robert Koleji 1997 — 2003
High School Diploma
Jennifer Greco, CFA's Citigroup Experience January 1995 - June 1998
Job Senior Director at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors May 2010 - Present
Vertical Capital Investment Advisors November 2002 - February 2009
Metropolitan Life Insurance Company June 1998 - November 2002
Citigroup January 1995 - June 1998
KBC Bank April 1992 - January 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Valuation, Credit, Due Diligence, Securitization, Mortgage Lending, Loans, Financial Analysis, Credit Analysis, Capital Markets, Economics, CMBS, CDO, ABS, Risk Assessment, Litigation Support, CLO, Corporate Banking, Relationship Management, Resolution Planning, Project Management, Volcker Rule, Bank Regulatory...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
London School of Economics and Political Science
MSc, Politics and Government of Russia
Duke University
BA, History, Political Science
Treliant Risk Advisors May 2010 - Present
Vertical Capital Investment Advisors November 2002 - February 2009
Metropolitan Life Insurance Company June 1998 - November 2002
Citigroup January 1995 - June 1998
KBC Bank April 1992 - January 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Valuation, Credit, Due Diligence, Securitization, Mortgage Lending, Loans, Financial Analysis, Credit Analysis, Capital Markets, Economics, CMBS, CDO, ABS, Risk Assessment, Litigation Support, CLO, Corporate Banking, Relationship Management, Resolution Planning, Project Management, Volcker Rule, Bank Regulatory...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
London School of Economics and Political Science
MSc, Politics and Government of Russia
Duke University
BA, History, Political Science
Zach Davis's Citigroup Experience 2006 - 2007
Job Director, Finance at Cheniere Energy, Inc.
Industry Oil & Energy
Experience
Cheniere Energy, Inc. November 2013 - Present
Credit Suisse July 2011 - October 2013
Marathon Capital March 2010 - June 2011
HSH Nordbank April 2007 - March 2010
Citigroup 2006 - 2007
Skills
Investment Banking, Project Finance, M&A experience, Financial Advisory, Underwriting, Capital Markets, Private Placements, Tax Equity, Private Equity, Credit Analysis, Energy, Power, Renewable Energy, Alternative Energy, Wind Energy, Solar, LNG, Natural Gas, Liquefaction, Regasification, Midstream, Transmission Lines, Pipelines, Utilities, Infrastructure Projects, Cleantech, Green Infrastructure, Clean Energy, Mergers, IPPs, Project development, Solar Energy, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Corporate Development, Valuation, Leveraged Finance, DCF, Equity Valuation, Credit Risk, Capital Raising, Structured Finance, Finance, Financial Structuring, Strategy
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Mamaroneck High School 1998 — 2002
Cheniere Energy, Inc. November 2013 - Present
Credit Suisse July 2011 - October 2013
Marathon Capital March 2010 - June 2011
HSH Nordbank April 2007 - March 2010
Citigroup 2006 - 2007
Skills
Investment Banking, Project Finance, M&A experience, Financial Advisory, Underwriting, Capital Markets, Private Placements, Tax Equity, Private Equity, Credit Analysis, Energy, Power, Renewable Energy, Alternative Energy, Wind Energy, Solar, LNG, Natural Gas, Liquefaction, Regasification, Midstream, Transmission Lines, Pipelines, Utilities, Infrastructure Projects, Cleantech, Green Infrastructure, Clean Energy, Mergers, IPPs, Project development, Solar Energy, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Corporate Development, Valuation, Leveraged Finance, DCF, Equity Valuation, Credit Risk, Capital Raising, Structured Finance, Finance, Financial Structuring, Strategy
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Mamaroneck High School 1998 — 2002
Steve Ash's Citigroup Experience September 1998 - January 2004
Job CFO and Controller
Industry Financial Services
Experience
Tui Travel PLC 2010 - Present
itemMaster 2013 - 2014
iExplore July 2008 - February 2010
iExplore, Inc 2008 - 2010
FinanSure, Inc June 2007 - October 2007
FinanSure, Inc June 2007 - October 2007
JPMorgan Chase January 2004 - May 2007
JPMorgan Chase January 2004 - May 2007
Citigroup September 1998 - January 2004
Citigroup September 1998 - December 2003
Skills
Account Reconciliation, Sarbanes-Oxley, Databases, Finance, Accounting, Ledger, Audit Management, Forecasting, Financial Reporting, Staff Management, Variance Analysis, Internal Controls, Budgets, Accounts Payable, Accounts Receivable, Financial Audits, Internal Audit
Education
Southern Methodist University - Cox School of Business 1979 — 1980
MBA, Accounting, Finance
Duke University 1975 — 1979
BS, Business, Accounting
St. Mark's School of Texas 1971 — 1975
Diploma
Tui Travel PLC 2010 - Present
itemMaster 2013 - 2014
iExplore July 2008 - February 2010
iExplore, Inc 2008 - 2010
FinanSure, Inc June 2007 - October 2007
FinanSure, Inc June 2007 - October 2007
JPMorgan Chase January 2004 - May 2007
JPMorgan Chase January 2004 - May 2007
Citigroup September 1998 - January 2004
Citigroup September 1998 - December 2003
Skills
Account Reconciliation, Sarbanes-Oxley, Databases, Finance, Accounting, Ledger, Audit Management, Forecasting, Financial Reporting, Staff Management, Variance Analysis, Internal Controls, Budgets, Accounts Payable, Accounts Receivable, Financial Audits, Internal Audit
Education
Southern Methodist University - Cox School of Business 1979 — 1980
MBA, Accounting, Finance
Duke University 1975 — 1979
BS, Business, Accounting
St. Mark's School of Texas 1971 — 1975
Diploma
Otto Sgro Ph.D.'s Citigroup Experience May 2008 - September 2012
Job Director, Performance Testing
Industry Publishing
Experience
John Wiley and Sons September 2012 - Present
Citigroup May 2008 - September 2012
Bear Stearns April 2007 - December 2007
Credit Suisse January 2005 - March 2007
United Health Group August 2003 - December 2004
AT&T Bell Labs December 1984 - July 2003
Skills
SDLC, Testing, Quality Assurance, Requirements Analysis, Test Automation
Education
Drexel University
M.S., Engineering
University of Delaware
Bachelor, Engineering
University of Pennsylvania
Ph.D., Engineering
John Wiley and Sons September 2012 - Present
Citigroup May 2008 - September 2012
Bear Stearns April 2007 - December 2007
Credit Suisse January 2005 - March 2007
United Health Group August 2003 - December 2004
AT&T Bell Labs December 1984 - July 2003
Skills
SDLC, Testing, Quality Assurance, Requirements Analysis, Test Automation
Education
Drexel University
M.S., Engineering
University of Delaware
Bachelor, Engineering
University of Pennsylvania
Ph.D., Engineering
Leah Mantle's Citigroup Experience March 2003 - December 2008
Job Project Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
JP Morgan Chase August 2010 - August 2013
FSV Payment Systems June 2009 - September 2010
Citigroup March 2003 - December 2008
Citigroup 2004 - 2006
Citigroup 2003 - 2004
Prudential Financial July 2000 - March 2003
Skills
Project Management, Risk Management, MS Project, Team Building, PeopleSoft, Negotiation, Managerial Finance, HTML, Process Improvement, Vendor Management, Business Analysis, Program Management, SDLC, Financial Services, Visio, Management, Change Management, Software Development, Integration, Testing, Business Process, Requirements Gathering, Enterprise Architecture, Analysis, Business Process..., SharePoint, Team Management, Analytics, Business Intelligence, Organizational..., Leadership, Training, Requirements Analysis, Project Portfolio..., Cross-functional Team..., Information Technology, IT Strategy, PMP, Quality Assurance, Project Planning
Education
University of Phoenix 2003 — 2006
MBA, Business
Duke University 1996 — 2000
B.A., Public Policy Studies
Deutsche Bank August 2013 - Present
JP Morgan Chase August 2010 - August 2013
FSV Payment Systems June 2009 - September 2010
Citigroup March 2003 - December 2008
Citigroup 2004 - 2006
Citigroup 2003 - 2004
Prudential Financial July 2000 - March 2003
Skills
Project Management, Risk Management, MS Project, Team Building, PeopleSoft, Negotiation, Managerial Finance, HTML, Process Improvement, Vendor Management, Business Analysis, Program Management, SDLC, Financial Services, Visio, Management, Change Management, Software Development, Integration, Testing, Business Process, Requirements Gathering, Enterprise Architecture, Analysis, Business Process..., SharePoint, Team Management, Analytics, Business Intelligence, Organizational..., Leadership, Training, Requirements Analysis, Project Portfolio..., Cross-functional Team..., Information Technology, IT Strategy, PMP, Quality Assurance, Project Planning
Education
University of Phoenix 2003 — 2006
MBA, Business
Duke University 1996 — 2000
B.A., Public Policy Studies
Natalie Oelkers's Citigroup Experience June 2003 - December 2005
Job Hedge Fund Marketing
Industry Financial Services
Experience
Paulson & Co. August 2009 - Present
GoldenTree Asset Management December 2005 - August 2009
Citigroup June 2003 - December 2005
Skills
Hedge Funds, Asset Management, Valuation, Marketing, Equities, Private Equity, Alternative Investments, Capital Markets, Investments, Fixed Income, Investor Relations
Education
Duke University 1999 — 2003
BA, Economics
Paulson & Co. August 2009 - Present
GoldenTree Asset Management December 2005 - August 2009
Citigroup June 2003 - December 2005
Skills
Hedge Funds, Asset Management, Valuation, Marketing, Equities, Private Equity, Alternative Investments, Capital Markets, Investments, Fixed Income, Investor Relations
Education
Duke University 1999 — 2003
BA, Economics
Chandru Harjani's Citigroup Experience 2004 - Present
Job Director at Citigroup
Industry Investment Banking
Experience
Citigroup 2004 - Present
Education
Duke University - The Fuqua School of Business 2001 — 2003
Citigroup 2004 - Present
Education
Duke University - The Fuqua School of Business 2001 — 2003
John Troy's Citigroup Experience July 2002 - October 2003
Job Founder of WorkMonger, a Job Matching Service for the Social Impact Sector
Industry Staffing and Recruiting
Experience
WorkMonger February 2015 - Present
Education Pioneers January 2012 - January 2015
Education Pioneers May 2009 - December 2011
Achievement First June 2008 - August 2008
Various South American Orphanages November 2006 - July 2007
Church Leader Insights January 2006 - August 2006
The Journey Church October 2003 - August 2006
EPIC Adventures October 2003 - August 2006
Citigroup July 2002 - October 2003
Skills
Non-profits, Strategic Planning, Program Management, Leadership, Project Management, Entrepreneurship, Fundraising, Spanish, Budgets, Program Development, Community Outreach, Public Speaking, Volunteer Management, Strategy, Grant Writing, Nonprofits, Program Evaluation, Training, Leadership Development, Management, Philanthropy, Grants, Social Entrepreneurship, Business Planning, Data Analysis, Staff Development, Public Policy, Organizational..., Research, Consulting, Start-ups
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Social Entrepreneurship
Texas A&M University 1998 — 2002
Bachelor of Business Administration, Finance
LD Bell High School
WorkMonger February 2015 - Present
Education Pioneers January 2012 - January 2015
Education Pioneers May 2009 - December 2011
Achievement First June 2008 - August 2008
Various South American Orphanages November 2006 - July 2007
Church Leader Insights January 2006 - August 2006
The Journey Church October 2003 - August 2006
EPIC Adventures October 2003 - August 2006
Citigroup July 2002 - October 2003
Skills
Non-profits, Strategic Planning, Program Management, Leadership, Project Management, Entrepreneurship, Fundraising, Spanish, Budgets, Program Development, Community Outreach, Public Speaking, Volunteer Management, Strategy, Grant Writing, Nonprofits, Program Evaluation, Training, Leadership Development, Management, Philanthropy, Grants, Social Entrepreneurship, Business Planning, Data Analysis, Staff Development, Public Policy, Organizational..., Research, Consulting, Start-ups
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Social Entrepreneurship
Texas A&M University 1998 — 2002
Bachelor of Business Administration, Finance
LD Bell High School
Alan DeKeukelaere, CFA's Citigroup Experience July 2001 - June 2005
Job Senior Research Analyst at Steele Creek Investment Management
Industry Investment Management
Experience
Steele Creek Investment Management April 2014 - Present
Regions Financial Corporation September 2012 - April 2014
Apollo Capital Management October 2011 - August 2012
Gulf Stream Asset Management June 2005 - October 2011
Citigroup July 2001 - June 2005
First Union National Bank 1996 - 1999
Skills
Credit, Bloomberg, Research, Fixed Income, Credit Analysis, Leveraged Finance, Credit Risk, Asset Management, Financial Modeling, Loans, Corporate Finance, Bonds, High Yield, Investment Management, Valuation, Portfolio Management, Capital Markets, Structured Finance, Investments, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
MBA, Finance
Drew University 1992 — 1996
BA, Economics
Steele Creek Investment Management April 2014 - Present
Regions Financial Corporation September 2012 - April 2014
Apollo Capital Management October 2011 - August 2012
Gulf Stream Asset Management June 2005 - October 2011
Citigroup July 2001 - June 2005
First Union National Bank 1996 - 1999
Skills
Credit, Bloomberg, Research, Fixed Income, Credit Analysis, Leveraged Finance, Credit Risk, Asset Management, Financial Modeling, Loans, Corporate Finance, Bonds, High Yield, Investment Management, Valuation, Portfolio Management, Capital Markets, Structured Finance, Investments, Investment Banking
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2001
MBA, Finance
Drew University 1992 — 1996
BA, Economics
Elizabeth Jacobs's Citigroup Experience June 2001 - March 2003
Job Managing Director at Barclays
Industry Banking
Experience
Barclays Investment Bank June 2015 - Present
Sandler O'Neill May 2009 - Present
Goldman Sachs March 2005 - May 2009
Sandler O'Neill March 2003 - March 2005
Citigroup June 2001 - March 2003
Skills
Financial Institutions, Investment Banking, Mergers, Valuation, Private Equity, Series 7, IPO, Financial Modeling, Corporate Development, Corporate Finance, Series 24, Series 63, Capital Markets, Financial Analysis, Due Diligence
Education
Duke University 1997 — 2001
BA, Political Science, Economics
Harriton 1993 — 1997
High School
Barclays Investment Bank June 2015 - Present
Sandler O'Neill May 2009 - Present
Goldman Sachs March 2005 - May 2009
Sandler O'Neill March 2003 - March 2005
Citigroup June 2001 - March 2003
Skills
Financial Institutions, Investment Banking, Mergers, Valuation, Private Equity, Series 7, IPO, Financial Modeling, Corporate Development, Corporate Finance, Series 24, Series 63, Capital Markets, Financial Analysis, Due Diligence
Education
Duke University 1997 — 2001
BA, Political Science, Economics
Harriton 1993 — 1997
High School
Edward Oliver's Citigroup Experience 1997 - February 2013
Job Senior Domain Expert Finance at Dataminr, Inc.
Industry Financial Services
Experience
Dataminr, Inc. July 2014 - Present
Spellbound Theatre March 2014 - February 2015
Citigroup 1997 - February 2013
Salomon Smith Barney June 1996 - June 1997
Pitney Bowes 1994 - 1995
Britches Great Outdoors 1993 - 1994
BIC 1992 - 1993
Pepperidge Farm 1989 - 1992
INROADS 1985 - 1989
Skills
Equities, Capital Markets, Management, Hedge Funds, Fixed Income, Series 7, Series 24, Series 63, Sales, Sales Management, Marketing Management, Investments, Trading, Series 3, Series 55, Securities, Equity Trading, FINRA, Finance
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Hackley School
Morehouse College
BA, Business Administration
Dataminr, Inc. July 2014 - Present
Spellbound Theatre March 2014 - February 2015
Citigroup 1997 - February 2013
Salomon Smith Barney June 1996 - June 1997
Pitney Bowes 1994 - 1995
Britches Great Outdoors 1993 - 1994
BIC 1992 - 1993
Pepperidge Farm 1989 - 1992
INROADS 1985 - 1989
Skills
Equities, Capital Markets, Management, Hedge Funds, Fixed Income, Series 7, Series 24, Series 63, Sales, Sales Management, Marketing Management, Investments, Trading, Series 3, Series 55, Securities, Equity Trading, FINRA, Finance
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Hackley School
Morehouse College
BA, Business Administration
Zachary Brodsky's Citigroup Experience March 2011 - July 2013
Job Strategic Human Resource Professional
Industry Human Resources
Experience
Bank of America July 2013 - Present
Citigroup March 2011 - July 2013
Teach for America August 2009 - January 2011
ESPN January 2009 - June 2009
Hay Group March 2008 - October 2008
NBC-Universal 2008 - 2008
@Futures L.L.C. 2005 - 2007
Skills
Talent Management, Performance Management, Data Analysis, Strategic Thinking, Training, Relationship Management, Organizational Learning, Organizational..., Change Management, Curriculum Design
Education
Teachers College of Columbia University 2007 — 2009
MA, Organizational Psychology
Duke University 2001 — 2005
Bachelor of Arts, Psychology
Bank of America July 2013 - Present
Citigroup March 2011 - July 2013
Teach for America August 2009 - January 2011
ESPN January 2009 - June 2009
Hay Group March 2008 - October 2008
NBC-Universal 2008 - 2008
@Futures L.L.C. 2005 - 2007
Skills
Talent Management, Performance Management, Data Analysis, Strategic Thinking, Training, Relationship Management, Organizational Learning, Organizational..., Change Management, Curriculum Design
Education
Teachers College of Columbia University 2007 — 2009
MA, Organizational Psychology
Duke University 2001 — 2005
Bachelor of Arts, Psychology
Gentiana Xhezo's Citigroup Experience January 2005 - August 2007
Job Business System Analyst at Capital One
Industry Information Technology and Services
Experience
Capital One September 2011 - Present
ING Direct August 2007 - September 2011
Citigroup January 2005 - August 2007
Education
Drexel University 1999 — 2004
B.S., Information Systems
Capital One September 2011 - Present
ING Direct August 2007 - September 2011
Citigroup January 2005 - August 2007
Education
Drexel University 1999 — 2004
B.S., Information Systems
Kai Mao's Citigroup Experience October 2010 - Present
Job AVP at Citigroup
Industry Financial Services
Experience
Citigroup October 2010 - Present
LYZ capital advisors January 2010 - September 2010
Education
Duke University
PhD, Statistics
Tsinghua University
BA, Mathematics
Citigroup October 2010 - Present
LYZ capital advisors January 2010 - September 2010
Education
Duke University
PhD, Statistics
Tsinghua University
BA, Mathematics
Roy Guthrie's Citigroup Experience August 2000 - August 2004
Job board and advisory work
Industry Banking
Experience
Discover Financial Services 2005 - January 2012
citigroup August 2000 - August 2004
Associates First Capital Corporation April 1978 - August 2000
Associates 1990 - 2000
Skills
Financial Analysis, Credit Risk, Financial Modeling, Credit Cards, Portfolio Management, Risk Management, Banking, Credit, Corporate Finance, Financial Risk, Mergers, Change Management, Mergers & Acquisitions, Process Improvement, Managerial Finance, Financial Services, Loans, Finance, Executive Management, Business Analysis, Insurance, Forecasting, Treasury Management, Cash Management, Strategic Financial..., Credit Analysis, Valuation, Due Diligence, Internal Audit
Education
Drake University
MBA
Hanover College
BA
Discover Financial Services 2005 - January 2012
citigroup August 2000 - August 2004
Associates First Capital Corporation April 1978 - August 2000
Associates 1990 - 2000
Skills
Financial Analysis, Credit Risk, Financial Modeling, Credit Cards, Portfolio Management, Risk Management, Banking, Credit, Corporate Finance, Financial Risk, Mergers, Change Management, Mergers & Acquisitions, Process Improvement, Managerial Finance, Financial Services, Loans, Finance, Executive Management, Business Analysis, Insurance, Forecasting, Treasury Management, Cash Management, Strategic Financial..., Credit Analysis, Valuation, Due Diligence, Internal Audit
Education
Drake University
MBA
Hanover College
BA
james coccaro's Citigroup Experience May 2004 - March 2006
Job trader at Apollo Management
Industry Financial Services
Experience
Apollo Management April 2006 - Present
Citigroup May 2004 - March 2006
Bear Stearns November 1998 - May 2004
Skills
Hedge Funds, Capital Markets, Trading, Equities, Derivatives, Bonds, Commodity, Financial Risk, Options, Bloomberg, Portfolio Management, Private Equity, Finance, Securities, Mutual Funds, Asset Management, Credit, Fixed Income, Investment Banking, Investments, Loans
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
Masters, Business
Drexel University
Bachelors of Science, Buisness/Marketing
Apollo Management April 2006 - Present
Citigroup May 2004 - March 2006
Bear Stearns November 1998 - May 2004
Skills
Hedge Funds, Capital Markets, Trading, Equities, Derivatives, Bonds, Commodity, Financial Risk, Options, Bloomberg, Portfolio Management, Private Equity, Finance, Securities, Mutual Funds, Asset Management, Credit, Fixed Income, Investment Banking, Investments, Loans
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2003
Masters, Business
Drexel University
Bachelors of Science, Buisness/Marketing
Donald O'Donnell, PMP, MBA's Citigroup Experience 2002 - 2002
Job Certified Project Management Professional
Industry Information Technology and Services
Experience
CAT2, Inc. March 2013 - July 2014
Acxiom February 2010 - February 2013
Anonymous March 2009 - June 2009
Chesapeake Energy June 2007 - May 2008
Affiliated Computer Services (now Xerox) July 2008 - 2008
Perot Systems 2006 - 2007
Baylor Health Care System 2006 - 2006
Cingular Wireless 2005 - 2005
BMC Software 2003 - 2005
Citigroup 2002 - 2002
Skills
SDLC, PMP, Program Management, Vendor Management, Project Management, Integration, Visio, Business Analysis, MS Project, ITIL, Testing, Agile Methodologies, CRM, Project Planning, SharePoint, Team Leadership, Change Management, Management, Quality Assurance, Software Development, PMO, Cross-functional Team..., Governance, Telecommunications, Resource Management, Leadership, Risk Management, Microsoft Project, Microsoft Office, Microsoft Excel, Project Manager..., Microsoft Word
Education
ITIL Certification
Information Technology Project Management
Project Management Institute
Certified Professional, Project Management
Drake University
MBA, Business, Management
Simpson College
B.A., Mathematics & Physics
CAT2, Inc. March 2013 - July 2014
Acxiom February 2010 - February 2013
Anonymous March 2009 - June 2009
Chesapeake Energy June 2007 - May 2008
Affiliated Computer Services (now Xerox) July 2008 - 2008
Perot Systems 2006 - 2007
Baylor Health Care System 2006 - 2006
Cingular Wireless 2005 - 2005
BMC Software 2003 - 2005
Citigroup 2002 - 2002
Skills
SDLC, PMP, Program Management, Vendor Management, Project Management, Integration, Visio, Business Analysis, MS Project, ITIL, Testing, Agile Methodologies, CRM, Project Planning, SharePoint, Team Leadership, Change Management, Management, Quality Assurance, Software Development, PMO, Cross-functional Team..., Governance, Telecommunications, Resource Management, Leadership, Risk Management, Microsoft Project, Microsoft Office, Microsoft Excel, Project Manager..., Microsoft Word
Education
ITIL Certification
Information Technology Project Management
Project Management Institute
Certified Professional, Project Management
Drake University
MBA, Business, Management
Simpson College
B.A., Mathematics & Physics
Wade Canter's Citigroup Experience August 2000 - January 2004
Job Executive Director, Global Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan July 2011 - Present
Bernstein Global Wealth Management May 2009 - July 2011
Barclays Capital June 2008 - April 2009
Wachovia Securities, LLC March 2004 - June 2008
Citigroup August 2000 - January 2004
Shearman and Sterling September 1998 - July 2000
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
University of California, Hastings College of the Law 1995 — 1997
J.D.
Duke University 1989 — 1993
A.B., Political Science
J.P. Morgan July 2011 - Present
Bernstein Global Wealth Management May 2009 - July 2011
Barclays Capital June 2008 - April 2009
Wachovia Securities, LLC March 2004 - June 2008
Citigroup August 2000 - January 2004
Shearman and Sterling September 1998 - July 2000
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
University of California, Hastings College of the Law 1995 — 1997
J.D.
Duke University 1989 — 1993
A.B., Political Science
David Hummer's Citigroup Experience December 2010 - Present
Job Senior Vice President at Citigroup
Industry Banking
Experience
Citigroup December 2010 - Present
National Australia Bank 2004 - 2009
National Australia Bank 1995 - 2003
The Chase Manhattan Bank 1995 - 1995
Bear Stearns 1990 - 1995
Skills
Hedge Funds, Relationship Management, Capital Markets, Credit Risk, Credit Analysis, Banking, Structured Finance, ISDA, Derivatives, Credit, Investment Banking, Financial Institutions, FX Options, Fixed Income, Financial Risk
Education
Dowling College 2008 — 2010
MBA, Finance
State University of New York College at Plattsburgh
BA, Management, Finance
Citigroup December 2010 - Present
National Australia Bank 2004 - 2009
National Australia Bank 1995 - 2003
The Chase Manhattan Bank 1995 - 1995
Bear Stearns 1990 - 1995
Skills
Hedge Funds, Relationship Management, Capital Markets, Credit Risk, Credit Analysis, Banking, Structured Finance, ISDA, Derivatives, Credit, Investment Banking, Financial Institutions, FX Options, Fixed Income, Financial Risk
Education
Dowling College 2008 — 2010
MBA, Finance
State University of New York College at Plattsburgh
BA, Management, Finance
Jelani Robinson's Citigroup Experience June 2008 - August 2008
Job Analyst at The Department of Justice
Industry International Affairs
Experience
U.S. Department of Justice March 2015 - Present
Morgan, Lewis & Bockius LLP September 2009 - September 2013
Michael Kors September 2010 - March 2011
Citigroup June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Financial Analysis, Trend Analysis, Litigation, Legal Research, Economics, Corporate Law, Regression Analysis, Securities, Due Diligence, Employment Law, Communication, Motivated self-starter, Teamwork, Leadership, Finance, International Relations, Political Science, Accounting, Legal Writing
Education
Drexel University 2008 — 2013
BS/BA, Economics and International Studies
Drexel University
U.S. Department of Justice March 2015 - Present
Morgan, Lewis & Bockius LLP September 2009 - September 2013
Michael Kors September 2010 - March 2011
Citigroup June 2008 - August 2008
Citigroup June 2007 - August 2007
Skills
Financial Analysis, Trend Analysis, Litigation, Legal Research, Economics, Corporate Law, Regression Analysis, Securities, Due Diligence, Employment Law, Communication, Motivated self-starter, Teamwork, Leadership, Finance, International Relations, Political Science, Accounting, Legal Writing
Education
Drexel University 2008 — 2013
BS/BA, Economics and International Studies
Drexel University
Michael Horowitz's Citigroup Experience June 2009 - October 2011
Job Vice President at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management March 2013 - Present
Brookfield Asset Management October 2011 - March 2013
Citigroup June 2009 - October 2011
Citi June 2006 - June 2009
Skills
Investment Banking, Valuation, Special Situations, Capital Markets, Restructuring, Finance, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investments, Fixed Income
Education
Duke University 2002 — 2006
B.S., Economics
Brookfield Asset Management March 2013 - Present
Brookfield Asset Management October 2011 - March 2013
Citigroup June 2009 - October 2011
Citi June 2006 - June 2009
Skills
Investment Banking, Valuation, Special Situations, Capital Markets, Restructuring, Finance, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investments, Fixed Income
Education
Duke University 2002 — 2006
B.S., Economics
Lili Hasse's Citigroup Experience June 2009 - June 2012
Job Associate at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
Citigroup June 2009 - June 2012
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Valuation, Financial Modeling, LBO, Equity Valuation, DCF, Emerging Markets
Education
Duke University 2005 — 2009
Bachelor's degree, Economics
Riverdale Country School 2001 — 2005
Citi July 2012 - Present
Citigroup June 2009 - June 2012
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Valuation, Financial Modeling, LBO, Equity Valuation, DCF, Emerging Markets
Education
Duke University 2005 — 2009
Bachelor's degree, Economics
Riverdale Country School 2001 — 2005
Peter Kouletsis's Citigroup Experience March 1995 - October 2004
Job Infrastructure Project Management at Modis, Inc.
Industry Telecommunications
Experience
Modis, Inc. July 2013 - Present
AIG Global Services December 2004 - May 2013
Citigroup March 1995 - October 2004
British Airways 1993 - 1994
Skills
IP, WAN, Infrastructure..., VoIP, Avaya, Unified Communications, SIP, Technical Documentation, Document Review, Project Planning, Financial Analysis, Automotive Repair, Sailing, Contact Centers, Vendor Management, Cisco Technologies, Telecommunications, Software Documentation, Data Center, Video Conferencing, Project Management, Governance, MS Project, Project Engineering, Archaeology, Automotive Restoration, Bicycle Repair, Virtual Networks, Radio Producing, Radio Broadcasting, Purchase Orders, Process Optimization, Firewalls, Customer Insight, Network Architecture, CRM, IT Strategy, IT Management, ITIL
Education
Fairleigh Dickinson University 1988 — 1993
MBA, Finance, 3.75
Drew University 1978 — 1979
Bachelor of Arts (B.A.), Anthropology/Archaeology, 3.5
Pace University 1975 — 1977
English, Economics, 3.7
Lehigh University 1972 — 1974
Engineering/Economics
Modis, Inc. July 2013 - Present
AIG Global Services December 2004 - May 2013
Citigroup March 1995 - October 2004
British Airways 1993 - 1994
Skills
IP, WAN, Infrastructure..., VoIP, Avaya, Unified Communications, SIP, Technical Documentation, Document Review, Project Planning, Financial Analysis, Automotive Repair, Sailing, Contact Centers, Vendor Management, Cisco Technologies, Telecommunications, Software Documentation, Data Center, Video Conferencing, Project Management, Governance, MS Project, Project Engineering, Archaeology, Automotive Restoration, Bicycle Repair, Virtual Networks, Radio Producing, Radio Broadcasting, Purchase Orders, Process Optimization, Firewalls, Customer Insight, Network Architecture, CRM, IT Strategy, IT Management, ITIL
Education
Fairleigh Dickinson University 1988 — 1993
MBA, Finance, 3.75
Drew University 1978 — 1979
Bachelor of Arts (B.A.), Anthropology/Archaeology, 3.5
Pace University 1975 — 1977
English, Economics, 3.7
Lehigh University 1972 — 1974
Engineering/Economics
elizabeth bolint's Citigroup Experience January 2001 - March 2005
Job Attorney at law [qualified in Florida and California] at Bolint law firm
Industry Aviation & Aerospace
Experience
Conax Florida Attorney at law [qualified in Florida and California]Bolint law firmAugust 2013 - Present
Citigroup January 2001 - March 2005
Citigroup January 1999 - January 2001
Inmarsat 1990 - 1994
Education
Golden Gate University, School of Law 1973 — 1976
Juris Doctor (J.D.), Law, Contracts & Business
Franklin & Marshall College 1968 — 1972
Bachelor's Degree, Asian Studies/Civilization, minor in religious studies & anthropology
Wagner HIgh School, DOD Schools, Republic of Philippines
High School, College preparatory
Duke University
Conax Florida Attorney at law [qualified in Florida and California]Bolint law firmAugust 2013 - Present
Citigroup January 2001 - March 2005
Citigroup January 1999 - January 2001
Inmarsat 1990 - 1994
Education
Golden Gate University, School of Law 1973 — 1976
Juris Doctor (J.D.), Law, Contracts & Business
Franklin & Marshall College 1968 — 1972
Bachelor's Degree, Asian Studies/Civilization, minor in religious studies & anthropology
Wagner HIgh School, DOD Schools, Republic of Philippines
High School, College preparatory
Duke University
Allison Cyr's Citigroup Experience June 1997 - November 2008
Job Director, Ethics & Compliance Futures at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2011 - Present
Societe Generale November 2008 - October 2011
Citigroup June 1997 - November 2008
New York Mercantile Exchange June 1992 - June 1997
Education
La Salle University - School of Business Administration
MBA, Finance
Drew University 1983 — 1987
BA, Economics
BNP Paribas September 2011 - Present
Societe Generale November 2008 - October 2011
Citigroup June 1997 - November 2008
New York Mercantile Exchange June 1992 - June 1997
Education
La Salle University - School of Business Administration
MBA, Finance
Drew University 1983 — 1987
BA, Economics
Sean Pyo's Citigroup Experience August 2010 - Present
Job Commodities Options Trader at Citigroup
Industry Financial Services
Experience
Citigroup August 2010 - Present
Skills
Derivatives, Options, Commodity, Trading Systems, Trading, Financial Markets, Bloomberg, Hedge Funds, Equities, Capital Markets, Financial Modeling, Volatility, Trading Strategies, Market Making, Electronic Trading
Education
Duke University 2008 — 2010
Northwestern University 2004 — 2008
BS, Industrial Engineering, Economics
Citigroup August 2010 - Present
Skills
Derivatives, Options, Commodity, Trading Systems, Trading, Financial Markets, Bloomberg, Hedge Funds, Equities, Capital Markets, Financial Modeling, Volatility, Trading Strategies, Market Making, Electronic Trading
Education
Duke University 2008 — 2010
Northwestern University 2004 — 2008
BS, Industrial Engineering, Economics
Carl Miedaner's Citigroup Experience 1996 - 1998
Job Head Of Market Operations at Boston Options Exchange
Industry Financial Services
Experience
Boston Options Exchange 2003 - 2013
State Street 1998 - 2002
Citigroup 1996 - 1998
AIG 1993 - 1996
UBS / Swiss Bank 1988 - 1993
Education
Duke University - The Fuqua School of Business
MBA
Hobart and William Smith Colleges
BA
Boston Options Exchange 2003 - 2013
State Street 1998 - 2002
Citigroup 1996 - 1998
AIG 1993 - 1996
UBS / Swiss Bank 1988 - 1993
Education
Duke University - The Fuqua School of Business
MBA
Hobart and William Smith Colleges
BA
David Chartier's Citigroup Experience 1989 - 2000
Job Head of Strategic Analysis
Industry Financial Services
Experience
Voya Financial 2000 - Present
Citigroup 1989 - 2000
The Hay Group 1987 - 1988
International Paper 1987 - 1988
Blue Cross of Greater Philadelphia 1986 - 1987
Mellon Bank 1984 - 1985
Skills
Risk Management, Analysis, Financial Analysis, Investments, Financial Risk, Financial Modeling, Portfolio Management, Process Improvement, Banking, Management, Insurance, Finance
Education
Widener University 1991 — 1994
Masters of Business Administration, Finance and International Business
Drexel University 1985 — 1989
Bachelor of Science, Commerce and Engineering, Finance
Voya Financial 2000 - Present
Citigroup 1989 - 2000
The Hay Group 1987 - 1988
International Paper 1987 - 1988
Blue Cross of Greater Philadelphia 1986 - 1987
Mellon Bank 1984 - 1985
Skills
Risk Management, Analysis, Financial Analysis, Investments, Financial Risk, Financial Modeling, Portfolio Management, Process Improvement, Banking, Management, Insurance, Finance
Education
Widener University 1991 — 1994
Masters of Business Administration, Finance and International Business
Drexel University 1985 — 1989
Bachelor of Science, Commerce and Engineering, Finance
Kausha Chokshi's Citigroup Experience February 2010 - Present
Job Perimeter Security Operations Engineer at Citigroup
Industry Information Technology and Services
Experience
Citigroup February 2010 - Present
Check Point Software Technologies March 2008 - December 2008
Check Point Software Technologies June 2006 - February 2008
Skills
Checkpoint, Network Security, IPS, IDS, Firewalls, Enterprise Software
Education
Drexel University 2002 — 2004
Masters, Computer Engineering
Citigroup February 2010 - Present
Check Point Software Technologies March 2008 - December 2008
Check Point Software Technologies June 2006 - February 2008
Skills
Checkpoint, Network Security, IPS, IDS, Firewalls, Enterprise Software
Education
Drexel University 2002 — 2004
Masters, Computer Engineering
Janelle Marshall's Citigroup Experience May 2009 - March 2012
Job Paralegal at Ebert & Associates LLC
Industry Entertainment
Experience
Ebert & Associates LLC March 2012 - Present
Citigroup May 2009 - March 2012
Rubenstein Communications- Tribeca Film Festival Intern February 2010 - June 2010
Berk Communications September 2008 - December 2008
Center for Responsible Lending September 2007 - December 2007
Skills
Public Relations, Celebrity, Entertainment, Lifestyle, Event Management, Media Relations, Event Planning, Marketing Communications, Social Media, Promotions, Advertising, Corporate Communications, Sponsorship, Internal Communications, Marketing Strategy, Microsoft Office, Brand Management, Publicity
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Stern Summer Advantage Program
Duke University 2004 — 2008
BA, Sociology
Ebert & Associates LLC March 2012 - Present
Citigroup May 2009 - March 2012
Rubenstein Communications- Tribeca Film Festival Intern February 2010 - June 2010
Berk Communications September 2008 - December 2008
Center for Responsible Lending September 2007 - December 2007
Skills
Public Relations, Celebrity, Entertainment, Lifestyle, Event Management, Media Relations, Event Planning, Marketing Communications, Social Media, Promotions, Advertising, Corporate Communications, Sponsorship, Internal Communications, Marketing Strategy, Microsoft Office, Brand Management, Publicity
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Stern Summer Advantage Program
Duke University 2004 — 2008
BA, Sociology
Stephen Buonomo's Citigroup Experience August 2012 - March 2015
Job Vice President at Blackstone's Hedge Fund Solutions (BAAM)
Industry Financial Services
Experience
The Blackstone Group April 2015 - Present
Citigroup August 2012 - March 2015
Citigroup August 2010 - August 2012
New York Law School December 2009 - May 2010
NYSE Regulation July 2009 - November 2009
Citigroup, Office of the General Counsel January 2009 - May 2009
Education
New York Law School 2007 — 2010
JD
Dowling College 2001 — 2005
BBA, Marketing
The Blackstone Group April 2015 - Present
Citigroup August 2012 - March 2015
Citigroup August 2010 - August 2012
New York Law School December 2009 - May 2010
NYSE Regulation July 2009 - November 2009
Citigroup, Office of the General Counsel January 2009 - May 2009
Education
New York Law School 2007 — 2010
JD
Dowling College 2001 — 2005
BBA, Marketing
Eric Geller's Citigroup Experience July 2007 - April 2012
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
Citigroup July 2007 - April 2012
Skills
Trading, Investments, Fixed Income, Equities, Bonds
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Jefferies & Company May 2012 - Present
Citigroup July 2007 - April 2012
Skills
Trading, Investments, Fixed Income, Equities, Bonds
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Navin Masson's Citigroup Experience 2003 - 2004
Job Vice President at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi August 2005 - July 2013
Citi June 2004 - May 2005
Citigroup 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Derivatives, Emerging Markets, Reporting & Analysis, Capital Markets, Risk Management, Research, Sovereign Debt, Project Management, Collaborative Problem..., Credit Analysis, Investment Banking, Credit, Structured Finance, Financial Risk, Finance, Credit Risk, Financial Services, Corporate Finance
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Business
William & Mary 1999 — 2003
BA, International Relations, Economics
Citi August 2013 - Present
Citi August 2005 - July 2013
Citi June 2004 - May 2005
Citigroup 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Derivatives, Emerging Markets, Reporting & Analysis, Capital Markets, Risk Management, Research, Sovereign Debt, Project Management, Collaborative Problem..., Credit Analysis, Investment Banking, Credit, Structured Finance, Financial Risk, Finance, Credit Risk, Financial Services, Corporate Finance
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Business
William & Mary 1999 — 2003
BA, International Relations, Economics
Christopher Dolan, CBCP's Citigroup Experience October 1998 - Present
Job Business Continuity Planning Manager Realty Services at Citigroup
Industry Facilities Services
Experience
Citigroup October 1998 - Present
Citigroup October 1998 - December 2012
Citigroup May 1993 - October 1998
Education
Pennsylvania State University-Great Valley Graduate Center 1989 — 1993
Masters, Management
Drexel University 1980 — 1985
Bachelor of Science, Accounting
Citigroup October 1998 - Present
Citigroup October 1998 - December 2012
Citigroup May 1993 - October 1998
Education
Pennsylvania State University-Great Valley Graduate Center 1989 — 1993
Masters, Management
Drexel University 1980 — 1985
Bachelor of Science, Accounting
Lei Tao's Citigroup Experience April 2013 - Present
Job SAS Developer at Citigroup
Industry Biotechnology
Experience
Citigroup April 2013 - Present
VA CSPCC January 2012 - March 2013
Skills
PowerPoint, Word, Microsoft Office, SAS/SQL, Excel, Strategic Planning, Customer Relations, Research, Problem Solving
Education
Drexel University 2008 — 2010
Master of Public Health (MPH)
University of Delaware 2004 — 2008
BS, Economics
Citigroup April 2013 - Present
VA CSPCC January 2012 - March 2013
Skills
PowerPoint, Word, Microsoft Office, SAS/SQL, Excel, Strategic Planning, Customer Relations, Research, Problem Solving
Education
Drexel University 2008 — 2010
Master of Public Health (MPH)
University of Delaware 2004 — 2008
BS, Economics
Rob Salisbury, CFA's Citigroup Experience 2005 - 2008
Job Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital June 2014 - Present
V3 Capital Management, LP May 2011 - May 2014
UBS Investment Bank 2009 - May 2011
Bank of America Merrill Lynch 2008 - 2009
Citigroup 2005 - 2008
Skills
Real Estate, Investments, Valuation, Financial Modeling, Private Equity, Hedge Funds, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management
Education
Duke University 2000 — 2004
BA, Philosophy
Surveyor Capital June 2014 - Present
V3 Capital Management, LP May 2011 - May 2014
UBS Investment Bank 2009 - May 2011
Bank of America Merrill Lynch 2008 - 2009
Citigroup 2005 - 2008
Skills
Real Estate, Investments, Valuation, Financial Modeling, Private Equity, Hedge Funds, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management
Education
Duke University 2000 — 2004
BA, Philosophy
Christopher Muoio's Citigroup Experience June 2006 - June 2008
Job Economics, Data, Markets and Real Estate Analysis and Insight
Industry Financial Services
Experience
Auction.com January 2013 - Present
Maximus Advisors May 2010 - Present
McNamara Options June 2009 - August 2009
Citigroup June 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Trading
Education
Duke University 2006 — 2010
BS, Economics
Auction.com January 2013 - Present
Maximus Advisors May 2010 - Present
McNamara Options June 2009 - August 2009
Citigroup June 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Trading
Education
Duke University 2006 — 2010
BS, Economics
Bhavana Williams's Citigroup Experience December 1996 - August 1999
Job Office Manager at Volition Wellness Solutions
Industry Financial Services
Experience
Volition Wellness Solutions October 2010 - Present
Citigroup December 1996 - August 1999
ADP February 1994 - December 1996
ADP July 1990 - February 1994
United Nations January 1990 - March 1990
Education
Fairleigh Dickinson University 1992 — 1992
Paralegal Studies
Drew University 1986 — 1990
Bachelor of Arts, Political Science; Business Management; Spanish
Volition Wellness Solutions October 2010 - Present
Citigroup December 1996 - August 1999
ADP February 1994 - December 1996
ADP July 1990 - February 1994
United Nations January 1990 - March 1990
Education
Fairleigh Dickinson University 1992 — 1992
Paralegal Studies
Drew University 1986 — 1990
Bachelor of Arts, Political Science; Business Management; Spanish
Lauren Cochran's Citigroup Experience July 2007 - August 2013
Job Relationship Manager at Och Ziff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management September 2013 - Present
Citigroup July 2007 - August 2013
Education
Duke University 2003 — 2007
Bachelor of Arts, Public Policy Studies
The Chapin School
Och-Ziff Capital Management September 2013 - Present
Citigroup July 2007 - August 2013
Education
Duke University 2003 — 2007
Bachelor of Arts, Public Policy Studies
The Chapin School
Rockwell Lowe's Citigroup Experience 1985 - 2005
Job Independent Investment Management Professional
Industry Investment Management
Experience
Citigroup 1985 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1969 — 1971
Master of Business Administration (M.B.A.)
Duke University 1961 — 1965
Bachelor's Degree, Economics
Citigroup 1985 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1969 — 1971
Master of Business Administration (M.B.A.)
Duke University 1961 — 1965
Bachelor's Degree, Economics
David Lupo's Citigroup Experience January 2013 - Present
Job VP, App Development Technical Specialist at Citi
Industry Financial Services
Experience
Citigroup January 2013 - Present
Citigroup October 2007 - December 2012
ATD July 1994 - September 2007
Skills
Perl, Software Development, Linux, C++, Ruby, Trading Systems, STL, Low Latency, Distributed Systems, Market Data
Education
Duke University
Bachelor of Science (B.S.), Computer Science and Mathematics, summa cum laude
Citigroup January 2013 - Present
Citigroup October 2007 - December 2012
ATD July 1994 - September 2007
Skills
Perl, Software Development, Linux, C++, Ruby, Trading Systems, STL, Low Latency, Distributed Systems, Market Data
Education
Duke University
Bachelor of Science (B.S.), Computer Science and Mathematics, summa cum laude
Tiameka Rankin's Citigroup Experience August 2005 - March 2006
Job Paraprofessional at Shawnee Mission School District
Industry Education Management
Experience
Shawnee Mission School District September 2011 - Present
Progressive Insurance April 2010 - July 2011
Clinical Reference Laboratory May 2006 - April 2010
Citigroup August 2005 - March 2006
Duke University Hospital Auxiliary January 2001 - January 2005
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MPM, Project Management
Duke University 2001 — 2005
B.A., Women's Studies
Sumner Academy of Arts & Science Kansas 1997 — 2001
High School Diploma
Shawnee Mission School District September 2011 - Present
Progressive Insurance April 2010 - July 2011
Clinical Reference Laboratory May 2006 - April 2010
Citigroup August 2005 - March 2006
Duke University Hospital Auxiliary January 2001 - January 2005
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MPM, Project Management
Duke University 2001 — 2005
B.A., Women's Studies
Sumner Academy of Arts & Science Kansas 1997 — 2001
High School Diploma
Jeffrey Atallah's Citigroup Experience January 2003 - November 2005
Job Credit Portfolio Manager at PNC
Industry Banking
Experience
PNC May 2013 - Present
Citi December 2012 - April 2013
Citibank-Banamex July 2010 - September 2011
Citibank-Banamex December 2005 - June 2010
Citigroup January 2003 - November 2005
Citigroup September 2002 - January 2003
Education
Duke University
Master's degree, Economics
James Madison University
Bachelor's degree, Economics
PNC May 2013 - Present
Citi December 2012 - April 2013
Citibank-Banamex July 2010 - September 2011
Citibank-Banamex December 2005 - June 2010
Citigroup January 2003 - November 2005
Citigroup September 2002 - January 2003
Education
Duke University
Master's degree, Economics
James Madison University
Bachelor's degree, Economics
Gregory Boone's Citigroup Experience November 2010 - April 2013
Job P/M Accounting & Reporting Analyst 3 at Citigroup
Industry Financial Services
Experience
CUSHMAN & WAKEFIELD April 2013 - Present
Citigroup November 2010 - April 2013
United Maritime Group April 2001 - October 2010
GVA Advantis May 1999 - April 2001
Skills
Expert in MS Excel, Macros, Vlookups,..., Access, Powerpoint, Word, FRx, Epicor, Doc-Link, Business Objects,..., Analytical Skills, General and tax..., Cost Benefit Analysis..., Process Improvement, Variance Analysis
Education
Penn-Foster 2011 — 2012
Accounting Certificate (10 courses), Accounting and Finance
Bel Air High School
Duke University
Bachelor of Arts (B.A.), Economics/Psychology
CUSHMAN & WAKEFIELD April 2013 - Present
Citigroup November 2010 - April 2013
United Maritime Group April 2001 - October 2010
GVA Advantis May 1999 - April 2001
Skills
Expert in MS Excel, Macros, Vlookups,..., Access, Powerpoint, Word, FRx, Epicor, Doc-Link, Business Objects,..., Analytical Skills, General and tax..., Cost Benefit Analysis..., Process Improvement, Variance Analysis
Education
Penn-Foster 2011 — 2012
Accounting Certificate (10 courses), Accounting and Finance
Bel Air High School
Duke University
Bachelor of Arts (B.A.), Economics/Psychology
Dave Corson's Citigroup Experience January 2000 - April 2005
Job Physician Liaison, Mercy Clinics Ambulatory Physician Services
Industry Information Technology and Services
Experience
Catholic Health Initiatives February 2013 - Present
Catholic Health April 2005 - February 2013
Citigroup January 2000 - April 2005
The Associates/Citigroup April 1992 - January 2000
Skills
Windows, Software Documentation, Computer Hardware, Microsoft Office, Windows 7, Troubleshooting, Active Directory, Windows Server, XP, Customer Service, Security, Hardware, BMC Remedy, Call Centers, Mainframe, Office 2010, Bomgar, Citrix, Laptops, Technical Support, HIPAA, Software Installation, Access, Printers, Help Desk Support, Windows XP Pro, Healthcare Information..., Cerner, Databases, Visio, Meditech
Education
Drake University 1993 — 2001
Bachelor's of Science, Finance, Marketing
Catholic Health Initiatives February 2013 - Present
Catholic Health April 2005 - February 2013
Citigroup January 2000 - April 2005
The Associates/Citigroup April 1992 - January 2000
Skills
Windows, Software Documentation, Computer Hardware, Microsoft Office, Windows 7, Troubleshooting, Active Directory, Windows Server, XP, Customer Service, Security, Hardware, BMC Remedy, Call Centers, Mainframe, Office 2010, Bomgar, Citrix, Laptops, Technical Support, HIPAA, Software Installation, Access, Printers, Help Desk Support, Windows XP Pro, Healthcare Information..., Cerner, Databases, Visio, Meditech
Education
Drake University 1993 — 2001
Bachelor's of Science, Finance, Marketing
E. Julius Washington's Citigroup Experience May 1998 - October 2000
Job Financial Services Professional
Industry Financial Services
Experience
Team Junto, LLC September 2010 - Present
PHH Corporation 2005 - 2011
PHH Corporation August 2008 - August 2010
PHH Mortgage August 2007 - July 2008
PHH Mortgage May 2006 - July 2007
PHH Mortgage March 2005 - April 2006
Radian Guaranty Inc July 2002 - February 2005
MBNA America Bank, N.A October 2000 - July 2002
Citigroup May 1998 - October 2000
PNC Bank September 1996 - August 1997
Skills
SAS programming, Microsoft Excel, MBS, ABS, Rating Agency Relations, Mortgage Servicing..., Cash Flow Forecasting, Prepayment Analysis
Education
Drexel University 1996 — 1999
Bachelor’s, Business Administration; Finance/Economic
Drexel University
Master of Science, Finance/Banking
Team Junto, LLC September 2010 - Present
PHH Corporation 2005 - 2011
PHH Corporation August 2008 - August 2010
PHH Mortgage August 2007 - July 2008
PHH Mortgage May 2006 - July 2007
PHH Mortgage March 2005 - April 2006
Radian Guaranty Inc July 2002 - February 2005
MBNA America Bank, N.A October 2000 - July 2002
Citigroup May 1998 - October 2000
PNC Bank September 1996 - August 1997
Skills
SAS programming, Microsoft Excel, MBS, ABS, Rating Agency Relations, Mortgage Servicing..., Cash Flow Forecasting, Prepayment Analysis
Education
Drexel University 1996 — 1999
Bachelor’s, Business Administration; Finance/Economic
Drexel University
Master of Science, Finance/Banking
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
JP Morgan Chase
UBS
JPMorgan Chase & Co.