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
Hearts Ablaze Ministry LLC April 2010 - Present
Hearts of Fire Ministry - House of Refuge Inc January 2009 - Present
Citigroup April 2006 - December 2008
TD Waterhouse November 2000 - April 2006
DTCC April 1987 - November 2000
JPMorgan Chase August 1986 - April 1987
Merrill Lynch August 1983 - August 1986
Christ the King High School September 1981 - July 1983
St Joseph's High School September 1980 - July 1981
Goed Fortuin School September 1973 - July 1977
Skills
CISA, IT Audit, Risk Management, Information Security, Risk Assessment, Information Security..., Financial Risk, Business Continuity, Enterprise Risk..., Vendor Management, Governance, Information Technology, Strategic Planning, Internal Audit, Disaster Recovery, Leadership Development, Security, Executive Management, Leadership, Program Management, Auditing, Organizational..., Business Process..., Training, Management Consulting, Management, Small Business, Public Speaking, Teaching
Education
Pace University - Lubin School of Business 1985 — 1990
BBA, Accounting & Taxation
Lillian Dewar Teachers' College 1977 — 1980
Cerification/High School Teaching, English & Spanish
Citi January 1983 - Present
Citigroup 1983 - 2015
Skills
Proficient with..., Essbase, Analysis, Account Reconciliation, Corporate Finance, Financial Analysis, Finance, Management, Financial Reporting, Strategic Financial..., Managerial Finance, Financial Risk, Banking, Financial Planning, Financial Services, Business Analysis, Risk Management, Financial Modeling, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Public Accounting
Bank of America Merrill Lynch 2015 - Present
LJA Consulting 2014 - 2015
Citigroup 2010 - 2013
LJA Consulting 2009 - 2010
BNY Mellon 2004 - 2008
LJA Consulting 2002 - 2004
JPMorgan Chase 1988 - 2001
JPMorgan Chase 1986 - 1988
Skills
Mutual Funds, Securities, Fixed Income, Hedge Funds, Alternative Investments, Global Custody, Wealth Management, Asset Managment, Financial Services, Investments, Strategy, Asset Management, Investment Management, Process Improvement, Management, Operations Management, Cross-functional Team..., Leadership Development, Change Management, Launching Start-ups, Onboarding, Business Development, Private Equity, Emerging Markets, Relationship Management, Leadership, Equities, Risk Management, Portfolio Management, Derivatives, Banking, Back Office, Financial Markets, Capital Markets, Investment Banking, Operational Risk, Middle Office
Education
Pace University - Lubin School of Business
BBA, Business Management
Bishop Loughlin MHS
Citigroup May 2009 - Present
HSBC Securities October 2000 - September 2008
BNY Mellon 1998 - 2001
Citigroup January 1988 - September 1996
Skills
Ability to lead and..., Broad and deep credit..., Corporate Banking &..., Managerial experience, Risk Management, Portfolio Management, Financial Risk, Strategy, Financial Institutions, Structured Products, Management, Commodity, Financial Analysis, Finance
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
First Data Corporation September 2015 - Present
First Data Corporation October 2014 - September 2015
RBC Capital Markets March 2014 - September 2014
RBC Capital Markets January 2010 - March 2014
Citigroup September 2008 - January 2010
Citi - Smith Barney February 2005 - August 2008
KPMG January 2003 - February 2005
Prudential Financial November 1997 - December 2002
Port Authority of NY & NJ June 1995 - November 1997
Skills
Securities, FINRA, Capital Markets, Fixed Income, Derivatives, Equities, Series 63, Asset Management, Financial Services, Portfolio Management, Bonds, Alternative Investments, Hedge Funds, Mutual Funds, Investments, Credit, Financial Advisory, Structured Finance, Series 7, AML, Private Placements, Structured Products, Securitization, Credit Derivatives, Options
Education
Seton Hall University School of Law 1999 — 2002
JD, Securities Law Concentration
Pace University - Lubin School of Business 1996 — 1997
MBA, Corporate Finance
Saint Peter's University 1991 — 1995
BS, Accounting
EOS Investimentos September 2014 - Present
Citigroup March 2013 - November 2013
Hypatia Capital Group July 2012 - September 2012
Pulse Advisory October 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Statistics, Microsoft Office, Data Analysis, Valuation, Stata, Microsoft Excel, Market Research, Marketing, Research, Mergers & Acquisitions, Analysis, Finance, Competitive Analysis, Trading, Corporate Finance, PowerPoint, Investments, Risk Management, Management, Equity Research, Due Diligence, Portfolio Management, Bloomberg, Economics, Equities, Investment Banking, DCF, Venture Capital, Capital Markets, Equity Valuation
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics, Mathematics (Double Major)
Pace University - Lubin School of Business 2014 — 2015
Master’s Degree, Investments and Securities
Chazey Partners July 2013 - Present
Gilead Sciences July 2014 - September 2014
Travelport 2006 - 2010
Robert Half Management Resources 2005 - 2006
Citigroup 2001 - 2004
Skills
SOX, Risk Management, Institutional Banking, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, Finance, Financial Reporting, Internal Audit, Financial Analysis, PeopleSoft, Risk Assessment, Banking, Management, Analysis, Business Process...
Education
Pace University - Lubin School of Business
BS, Human Resource Management
Citigroup April 2010 - Present
Broadridge Financial Services August 2008 - April 2010
UBS Investment Bank May 2006 - May 2008
HSBC Securities September 2000 - May 2006
ING Barings March 1999 - September 2000
New York Life Insurance Company 1996 - 1999
Credit lyonnais 1994 - 1996
Skills
Financial Risk, Fixed Income, Equities, AML, Securities, Auditing, FINRA, Derivatives, Capital Markets, Financial Services, Credit Risk, Hedge Funds, Operational Risk..., Operational Risk, Investment Banking, Finance, Anti Money Laundering
Education
Pace University - Lubin School of Business 2004 — 2006
MBA, Finance
Saint John's University
BS, Accounting
Brentwood High School 1986 — 1988
General
Bank of America July 2013 - Present
CITIGROUP January 2005 - December 2011
SMITH BARNEY January 1996 - December 2004
Skills
ITIL Overview, IBM Serena ChangeMan, IBM Virtual Change, TSO, ISPF, Microsoft Office, Microsoft Outlook, Microsoft Project, JCL, VSAM, Fileaid, MVS Utilities, COBOL II, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, MS Project, SDLC, COBOL, ITIL, SQL, MVS, Outlook, Business Analysis, Customer Service, Quality Assurance, Disaster Recovery, IT Management, Leadership, Management, Change Management
Education
Strayer University (DC) 2008 — 2011
Master of Business Administration (M.B.A.), Management Information Systems, MBA, Honors
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems, B.B.A
Morgan Stanley July 2012 - Present
MF Global October 2009 - September 2011
Deutsche Bank March 2006 - July 2009
Bear Stearns October 2003 - February 2006
Citigroup October 2000 - September 2003
Arthur Andersen LLP October 1997 - September 2000
Skills
Accounting, Auditing, Essbase, Corporate Finance, Analysis, MS Project, Account Reconciliation, Microsoft Excel, Business Analysis, Outlook, Banking, Mergers & Acquisitions, Cash Management, Financial Accounting, Accounting Standards..., AICPA Audit and..., AICPA Audit and..., AICPA Audit and..., Revenue Analysis, Investment Companies, Hyperion HFM, SAP BW, Microsoft PowerPoint, Microsoft Word, Microsoft Project, Microsoft Sharepoint, Microsoft Outlook, Oracle Reports, Cognos FSR (Clarity), Omega, Financial Analysis, Financial Reporting, Finance, Investment Banking, Equities
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Public Accounting, Graduated with Latin Honors
Citigroup 2000 - 2012
The Conference Board 1998 - 2000
New York Institute of Finance February 1997 - October 1998
Skills
Segmentation, Analytics, Loyalty Marketing, Credit Cards, Direct Marketing, Financial Services, Marketing Strategy, Product Management, Customer Acquisition, Digital Marketing, Relationship Management, Competitive Analysis, Product Marketing, Strategic Partnerships, Strategy
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Marketing
Citigroup January 2011 - Present
Citigroup January 2004 - January 2011
JPMorgan Chase 1992 - 2004
The Bank of New York 1987 - 1992
Skills
Derivatives, Treasury, Business Analysis, Investment Banking, Project Management, Liquidity Management, Financial Risk, Fixed Income, Capital Markets, Team Player, Equities, Risk Management, Cash Management, Strong Interpersonal..., Basel II, Basel III, FSA Reporting, Liquidity Risk, Liquidity, Regulatory Reporting, Fixed Income Products, CRD4, Banking, ALM, Treasury Management, Interest Rate..., Trading, Credit Risk, Financial Analysis, Financial Statements, Teamwork, Credit, Credit Derivatives, FX Options, Financial Markets, Trading Systems, Financial Modeling, Financial Services, Market Risk, Operational Risk, Portfolio Management, Bonds, Bloomberg
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Union College
BS, Computer Science
J.P. Morgan August 2011 - Present
Citigroup March 2006 - September 2011
New York Mercantile Exchange February 2005 - March 2006
POM Wonderful June 2003 - February 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Accounting, Tax, Finance, Auditing, Hedge Funds, Financial Services, Private Equity, Internal Audit, Investments, Financial Statements, Valuation, General Ledger, Fund Of Funds, Financial Modeling, Cash Management, Budgets, Analysis
Education
Pace University - Lubin School of Business 1997 — 2000
BBA, Finance / IS
Citi Group January 2011 - Present
Citigroup September 1989 - January 2011
Drexel Burnham Lambert 1984 - 1989
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Real Estate Finance
Pace University - Lubin School of Business 1968 — 1972
BBA, Accounting/Finance
SHREDZ Supplements LLC July 2013 - Present
BDO Consulting January 2012 - June 2013
Deloitte & Touche September 2008 - January 2012
Citigroup September 2005 - August 2008
Skills
Financial Accounting, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, SEC filings, External Audit, Financial Reporting, GAAP, IFRS, Tax, Internal Audit, CPA, Assurance, Sarbanes-Oxley, Consolidation, Financial Modeling, Corporate Tax, Due Diligence, Financial Audits, Corporate Finance, Revenue Recognition, Big 4, Forensic Accounting, Managerial Finance, Budgets, Account Reconciliation
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelors, Accounting
Metropolitan Transit Authority November 2008 - Present
NY State Certified Tax Preparer 1997 - Present
The Bank of New York Mellon 2006 - 2008
Citigroup 1992 - 2005
Skills
Payroll, Payroll Tax,...
Education
Pace University - Lubin School of Business
Bachelor's of Business Administration in Accounting, Accounting and Finance
FirstBank December 2014 - Present
Generation Mortgage Co. August 2011 - November 2014
Advanced Funding Solutions, Inc. May 2009 - August 2011
SmartStream Technologies November 2007 - May 2009
CorrectNet, Inc. April 2006 - November 2007
Senior Funding Group October 2003 - April 2006
Citigroup October 1999 - September 2003
DTCC April 1998 - October 1999
Barclays Capital June 1988 - April 1998
Manufacturers Hanover Trust 1986 - June 1988
Education
The College of William and Mary
BBA, Finance, Classical Studies
Pace University - Lubin School of Business 1992 — 1993
Master of Business Administration (M.B.A.), cum laude
Citigroup - Corporate Realty Services January 2010 - Present
Citigroup January 2008 - January 2009
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
AIG January 2013 - Present
Federal Reserve Bank of New York March 2009 - January 2013
Bank of America Merrill Lynch April 2007 - March 2009
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Accounting, Loans, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Finance, Equities, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Fixed Income, Investments, Risk Management, Banking
Education
Pace University - Lubin School of Business
BBA - Accounting, Masters in Finance
Deutsche Bank Securities August 2009 - Present
New York University January 2006 - Present
Citigroup 1992 - 2008
Skills
Structured Products, Fixed Income, Sales, Financial Services, Investments, Securities, Portfolio Management, Financial Markets, Bonds, Trading, Equities, Capital Markets, Series 7, Derivatives, MBS
Education
Pace University - Lubin School of Business 1989 — 1992
MBA, Finance
Villanova University 1981 — 1985
BA, Economics
Citigroup July 2014 - Present
The College Board May 2007 - July 2014
Verizon May 2002 - December 2006
US Department of Commerce November 2001 - May 2002
Skills
Cross-functional Team..., Program Management, Vendor Management, Business Process..., Change Management, Project Management, Product Management, CRM, Strategic Planning, Management, Strategy, Leadership, Budgets, Operations Management, Product Development, Process Improvement, Analysis, Risk Management, Six Sigma, Project Planning, Project Portfolio..., IT Strategy, Business Analysis, Executive Management, Management Consulting, Business Strategy, Customer Intelligence, Cost Management, Integration, Business Intelligence, Competitive Analysis, Data Analysis, Global Operations, Business Process, Customer Satisfaction, Analytics, Business Operations, Leadership Development, Requirements Analysis, Staff Development, Entrepreneurship, Team Leadership, Business Development, SDLC, Business Planning, Team Building, Negotiation, Business Process..., Portfolio Management, Contract Negotiation
Education
Villanova University 2013 — 2013
Certificate, Lean Six Sigma
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education, Leadership & Management
Pace University - Lubin School of Business 2001 — 2003
MBA, Strategic Management
University of Massachusetts, Amherst 1996 — 2000
BA, Anthropology
Guaranteed Rate March 2015 - Present
Maverick Funding March 2014 - March 2015
Advanced Mortgage Consultants April 2010 - December 2011
SILAR Capital March 2007 - June 2009
Natixis 2005 - 2007
Daiwa Securities 2003 - 2005
Nomura Securities 2001 - 2003
Citigroup 1995 - 2001
Skills
Mortgage, FHA, Conventional, Commercial Finance, Loans, 203K, Jumo Lending, Construction Loans, Mortgage Lending, Mortgage Banking, Funding, Residential Mortgages, Securitization, Asset Management, Loan Servicing, Commercial Lending, Credit, Financial Services, Loan Origination, Residential Homes, Capital Markets, Financial Risk, Finance
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance/Economics
Bishop Ford High School 1982 — 1986
High School Diploma
Robert Half Technology April 2008 - September 2010
Heartbeat Software September 2007 - April 2008
Citigroup 2005 - 2007
Rail Europe 2004 - 2005
CitiFinancial 2003 - 2004
Verizon Wireless 2001 - 2003
Bigfoot Interactive 2000 - 2001
Exenet Technologies 1999 - 2000
J&W Seligman 1998 - 2000
Education
Pace University 1992 — 1996
The University of the Arts
Citigroup September 2006 - Present
Skills
Call Center, Mortgage, Loans, Vendor Relations, Sales Management, Process Improvement, Change Management, Banking, Strategic Planning, Operations Management, Mortgage Lending, Call Centers, Sales Operations, Performance Management, Customer Retention, Sales, Marketing, Management, Leadership, Outsourcing, Training, Financial Services, Customer Satisfaction, Executive Management, Vendor Management, Risk Management, Budgets, Credit, CRM, Customer Experience, Business Analysis, Portfolio Management, Credit Cards, Customer Service, Finance, Business Development, Commercial Banking, Strategy, Financial Analysis, Analytics, Credit Risk, Retail Banking, Forecasting, Business Strategy, Analysis, Business Planning, Business Process..., Financial Risk, Strategic Financial..., Start-ups
Education
Pace University - Lubin School of Business 1987 — 1991
BA
Ramapo HIgh School
Baku 2015 European Games Operation Committee July 2014 - Present
Bank Standard Azerbaijan December 2011 - July 2014
Baku Stock Exchange February 2009 - November 2011
JPMorgan May 2008 - December 2008
Bear Stearns October 2006 - April 2008
Citigroup January 1998 - October 2006
Skills
Capital Markets, Equities, Foreign Exchange, Emerging Markets, Fixed Income, Prime Brokerage, Sales, Treasury, Investment Banking, Trading, FX Options, Banking, Corporate Finance, Securities, Risk Management, Investments, Bonds, Financial Services, Options, Finance
Education
Pace University 2002 — 2004
MBA, Finance, GPA 3.96
Pace University 1993 — 1997
BBA, Finance, GPA 3.24
Citi October 2012 - Present
Citigroup September 2010 - October 2012
Citigroup October 2003 - September 2010
Fiduciary Trust Company International 2000 - 2003
IBJ Whitehall 1994 - 2000
Skills
Financial Services, Investment Banking, Financial Analysis, Equities, Risk Management
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Dual MBA Finance & Information Systems
Saint John's University 1990 — 1994
BS, Accounting
Experian December 2009 - Present
The Hartford Financial Services June 2006 - December 2009
The Hartford June 2006 - December 2009
UBS October 1999 - December 2005
Citibank March 1984 - August 1999
Citigroup 1984 - 1999
Skills
Talent Management, Executive Development, Change Management, Mergers, Strategic Planning, OD, Executive Management, Global Cross-Functional..., HR Consulting, Human Resources, Leadership, Management, Management Consulting, Mergers & Acquisitions, Organizational..., Organizational..., Personnel Management, Strategic Thinking, Strategy, Succession Planning, Organizational Design
Education
Pace University - Lubin School of Business 1980 — 1981
MS Industrial Relations
Universidad Católica Andrés Bello
BS, Industrial Relations
Citigroup January 1998 - Present
World of Disney April 1996 - Present
Skills
Spanish, Corporate Finance, Portfolio Management, Goal-oriented..., Highly Dedicated, Investments, Reliability, Integrity, Management, Team Leadership, Financial Analysis, Teamwork, Financial Modeling, Banking, Analysis, Relationship Management, Bonds, Insurance, Finance, Mutual Funds
Education
Pace University - Lubin School of Business 2000 — 2004
Master, Financial management
Wells Fargo Bank N.A. March 2010 - Present
Wachovia Bank 2000 - March 2010
Citigroup October 1973 - September 2000
Citibank 1973 - 2000
Skills
Treasury Management, Banking, Cash Management, Commercial Banking, Financial Risk, Payments, AML, Financial Institutions, Risk Management, Operational Risk..., Process Improvement, SWIFT payments, Trade Finance, Credit Risk, ACH, Loans, Liquidity Management, Back Office, Customer Service, Capital Markets, FX Options, Treasury Services, FX, Compliance, SWIFT, Product Management, Business Strategy, Business Process..., Product Development, Change Management, Program Management, Customer Relations, Business Continuity..., Relationship Management, Payment Systems, Enterprise Risk..., Executive Management, Structured Finance, Mergers & Acquisitions, Bank Secrecy Act, OFAC, Fraud Detection, Emerging Markets, Organizational..., Stock Trading, International Business, Portfolio Management, Credit, Financial Services
Education
Pace University - Lubin School of Business 1976 — 1979
BS, Accounting, Finance
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Jefferies LLC January 2014 - April 2014
GE Capital August 2013 - January 2014
TD Bank April 2013 - July 2013
Citigroup August 2011 - December 2012
Michael Sid & Associates February 2010 - April 2010
MediaMorph April 2009 - June 2009
Bank of New York Mellon February 2007 - November 2008
LOMTO Federal Credit Union August 2005 - February 2007
Morgan Stanley October 1996 - October 2004
Skills
Financial Risk, Auditing, Financial Services, Due Diligence, Operational Risk, Management, Fraud, CRM, Accounting, Policy, Internal Controls, Start-ups, AML, Analysis, Anti Money Laundering, Asset Management, Bank Secrecy Act, Banking, Bloomberg, Capital Markets, Compliance, Credit, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Investments, KYC, OFAC, Operational Risk..., Portfolio Management, Risk Management, Securities, Statistics
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Information Systems
Skidmore College 1981 — 1985
BA, Mathematics
York Preparatory School 1975 — 1981
Citigroup 2010 - Present
Ernst & Young 2006 - 2010
Ernst & Young 1999 - 2006
Ernst & Young 1997 - 1999
Wachovia Bank 1996 - 1997
Wachovia Bank 1995 - 1996
Wachovia Bank 1987 - 1995
Wachovia Bank 1986 - 1987
Wachovia Bank 1985 - 1986
Sony Corporation of America 1980 - 1985
Skills
Vendor Management, Leadership, Financial Services, Program Management, Strategy, Managerial Finance, Process Improvement, IT Strategy, Financial Analysis, Strategic Planning, IT Asset Management, Budgets, Operations Management, Management, Internal Controls, Business Process..., Risk Management, Forecasting, Change Management, Analysis, Finance, Negotiation, Mergers & Acquisitions, Business Analysis, Internal Audit, Banking, Project Planning, Portfolio Management, Business Strategy, Outsourcing, Project Management, Management Consulting, Financial Modeling, Training, Governance, Information Technology, Business Process, IT Management, Project Portfolio..., Accounting, Financial Risk
Education
Pace University - Lubin School of Business 1978 — 1982
MBA
Rutgers, The State University of New Jersey-Newark 1973 — 1977
BA
Citigroup November 1999 - Present
Marsh & McLennan Companies 1994 - 1999
Hobbs Group Inc 1991 - 1994
Skills
Speak Portuguese and...
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1991
Bachelor’s Degree, International Management
IBM, Sales & Distribution, Software Group, Industry Solutions July 2015 - Present
IBM, Sales & Distribution, Software Group, Industry Solutions April 2014 - June 2015
IBM, Sales & Distribution, Systems & Technology Group June 2011 - March 2014
R.L. Pritchard & Co. Inc. May 2006 - June 2011
Northwestern Mutual June 2010 - November 2010
New York City Office of Emergency Management June 2010 - August 2010
Colgate Palmolive May 2008 - August 2008
Citigroup June 2007 - November 2007
Skills
Disaster Recovery, Data Center, Troubleshooting, Databases, Linux, Project Management, Virtualization, Storage Area Networks, Cloud Computing, Testing, HTML, Pre-sales, Servers, Leadership, Visual Basic, CSS, Solution Architecture, Solution Implementation, Enterprise Architecture, X86, Networking, Proof of Concept, Intel, Microsoft Technologies, Solution Selling, Creative Problem Solving, Technical Writing, Flash, JavaScript, Storage Solutions, Lead Generation, Enterprise Software, Requirements Analysis, Business Process Design, Service Oriented..., IBM System X, High Performance..., Negotiation, Low Latency Trading, Soldering, PureFlex, Sales, Team Building, Customer Relationship..., Wall Street, Consulting, Project Planning, NAND Flash, Technical Presentations, Cluster
Education
Pace University - Lubin School of Business 2008 — 2010
BBA, Information Systems, History
Stevens Institute of Technology 2006 — 2008
Transfered, Biomedical Engineering
J Harlan Group, LLC June 2014 - October 2014
RBC October 2012 - April 2014
Nauset Technology Solutions July 2011 - February 2013
Bank of America Merrill Lynch April 2007 - April 2011
Citigroup 1999 - 2007
Citi (Salomon, Smith Barney, Shearson) - Corporate & Investment Bank (CIB) 1992 - 1999
Accenture 1987 - 1992
Kraft Foods Group 1984 - 1987
Skills
Integration, Prime Brokerage, Capital Markets, Change Management, Team Building, Enterprise Architecture, Business Process..., Management Consulting, Data Warehousing, Program Management, Mergers, Equities, Market Data, Investment Banking, Vendor Management, Business Analysis, IT Strategy, Back Office, Business Management, Management, PMO, Financial Services, Mergers & Acquisitions, Derivatives, Risk Management, ITIL, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Trading Systems, Governance, Wealth Management, Banking, Business Planning, Strategy, SDLC, Hedge Funds, IT Management, Financial Risk, Electronic Trading, Leadership, Asset Management, Consulting, Securities Lending, Outsourcing, Equity Trading, Project Portfolio..., Finance, Vendor Relationships
Education
Pace University-Pleasantville/Briarcliff Campus 1980 — 1984
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Oakland's Comprehensive RC 1977 — 1980
English High School (O'Levels GCE)
Goldman Sachs March 2006 - Present
CIBC July 2001 - March 2006
Citigroup July 2000 - August 2000
Skills
Sybase, SDLC, Fixed Income, Java, Software Project..., JUnit, Hibernate, Agile Methodologies, Prime Brokerage, Hedge Funds, Unit Testing, Software Development, Electronic Trading, Credit Derivatives, SQL, Business Analysis, Alternative Investments, Private Equity, JavaScript, Web Design, HTML, JBPM, Autosys, Private Wealth..., Asset Management, Private Placements, OOP, Software Engineering, Software Design, Test Automation, Agile Testing, Fitnesse, Application Development, J2EE, Agile, XML, Servlets, Web Services, Scrum, MongoDB, SOA, FIX
Education
Pace University 2001 — 2005
BS, Computer Science
NICE Systems January 2014 - Present
Samsung Electronics America June 2009 - January 2014
Samsung Electronics America June 2009 - June 2012
Franklin Templeton Investments 2006 - 2009
Marsh USA 2004 - 2006
Citigroup 2000 - 2004
Skills
Talent Management, Recruiting, Performance Management, Human Resources, Strategy, Leadership, Management, Talent Acquisition, Program Management, Employee Benefits, Personnel Management, Training, Vendor Management, Deferred Compensation, Coaching, Mergers & Acquisitions, Executive Management, Workforce Planning, Strategic Planning, Succession Planning, New Business Development, Employee Relations, Onboarding, Employee Engagement, HRIS, HR Policies, Benefits Administration, Organizational..., Applicant Tracking..., Organizational Design, Hiring, Negotiation, Technical Recruiting, Sourcing, Interviews, Taleo, Executive Search, HR Consulting, PeopleSoft, New Hire Orientations, Employer Branding, Internet Recruiting, Team Building, Employment Law, Policy, Temporary Placement, Consulting, Strategic Partnerships, College Recruiting, Change Management
Education
Albertus Magnus Catholic High School
High School Regents Diploma
Pace University School of Law
Juris Doctor, Employment Law and Criminal Prosecution
State University of New York at Oswego
Bachelors, Dual Major; Philosophy and Creative Writing
HSBC Securities March 2013 - Present
HSBC Private Bank - Alternative Investments Group March 2006 - February 2013
Citigroup January 2000 - March 2006
ING Barings, LLC March 1997 - January 2000
Skills
Operational Due..., Alternative Investments, hedge funds, Latin America, Treasury, Correspondent Banking, Trade Finance, International Trade, Trading Strategies, Prime Brokerage, Compliance, Operational Control, Valuation, Credit Analysis, Financial Statement..., Due Diligence, Investments, Risk Management, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Portfolio Management
Education
Pace University - Lubin School of Business
International Management
Bank of New York Credit (Stroble) Training Program
Independent Consultant December 2014 - Present
Nauticus Group April 2015 - Present
Cranbury Education Association January 2015 - January 2015
Nauticus Group April 2015 - 2015
Pfizer February 2015 - 2015
Verizon Communications August 2007 - December 2014
Citigroup 1995 - 2007
PricewaterhouseCoopers January 1982 - July 1984
Skills
Derivatives, Analysis, Account Reconciliation, Negotiation, Team Building, Valuation, Internal Controls, Management, Equities, Relationship Management, Investment Banking, Financial Risk, Mergers & Acquisitions, Budgets, Financial Accounting, Customer Service, Risk Management, Microsoft Word, Securities, Strategic Planning, Series 63, Vendor Management, Investments, Accounting, Microsoft Office, Program Management, Financial Analysis, Public Speaking, Strategy, Leadership, Marketing Strategy, Finance, Research
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Pace University - Lubin School of Business
Master of Business Administration (MBA), Corporate Finance
Porta Napoli June 2015 - Present
Keste' Pizza & Vino March 2009 - Present
Julia B. Fee Sotheby's International Realty January 1992 - Present
Citigroup October 1992 - September 1999
Skills
Sales, Negotiation, Marketing, Management, Leadership, Customer Service, Budgets, Investment Properties, Residential Homes, Team Building, Online Advertising, Marketing Strategy, First Time Home Buyers
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (B.B.A.)
Amherst Pierpont Securities April 2012 - Present
U.S. Financial Investments, Inc. April 2011 - April 2012
CapRok Capital December 2008 - April 2010
UBS Investment Bank July 2007 - November 2008
Citigroup 2005 - 2007
Skills
Alternative Investments, Structured Products, Trading, Hedge Funds, Fixed Income, ABS, MBS, Structured Finance, Asset Management, Derivatives, CDO, Bonds, Securities, CDS, Capital Markets
Education
Pace University - Lubin School of Business 2002 — 2005
Morgan Stanley July 2010 - Present
Capital One November 2008 - July 2010
Smith Barney May 2008 - November 2008
Citigroup May 2006 - May 2008
Skills
Employee Relations, Deferred Compensation, Succession Planning, Talent Management, Performance Management, Human Resources, PeopleSoft, Taleo, Workforce Planning, Executive Pay, Organizational..., Program Management, PowerPoint, Needs Analysis, Team Leadership, Staff Development
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Human Resources Management
Goldberg Segalla LLP September 2011 - Present
Westchester County, NY District Attorney's Office January 2011 - May 2011
U.S. Attorney's Office May 2010 - January 2011
United States District Court for the S.D.N.Y., Hon. Kenneth M. Karas January 2010 - May 2010
Clark Gagliardi & Miller, P.C. July 2009 - August 2009
N.Y.S. Supreme Court, Commerical Division, Hon. Alan D. Scheinkman June 2009 - July 2009
Citigroup August 2006 - July 2008
Skills
Litigation, Civil Litigation, Commercial Litigation, Insurance, Legal Writing, Fraud, Legal Research, Westlaw, Dispute Resolution, Mediation, Lexis, Class Actions, Liability, Insurance Law, Courts, Personal Injury, Alternative Dispute..., Appeals, Appellate Practice, Bad Faith, Motions, Depositions, Legal Advice, Legal Assistance, Legal Issues, Litigation Management, Pleadings
Education
Pace University School of Law 2008 — 2011
J.D. Magna cum laude
Hilbert College 2002 — 2006
B.S. Summa cum laude, Economic Crime Investigation
Citigroup January 2012 - Present
Citi January 2007 - January 2012
NYU Stern School of Business 2009 - 2009
Church of the Transfiguration 2008 - 2008
Citi September 2005 - January 2007
L'Ecole Des Mines March 2004 - August 2004
Center for Radiological Research - Columbia University 1998 - 1999
Skills
Oracle SQL, Operational Excellence, VBA, Morningstar Direct, Bloomberg, Microsoft Office, Access, Excel, Fixed Income, Microsoft Excel, Business Analysis, Management, Process Improvement, Analytics, Risk Management
Education
Pacific College of Oriental Medicine-New York 2013 — 2020
MSTOM, Chinese Medicine / Acupuncture
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Operations, Global Business
Touro College 2004 — 2005
Traditional Chinese Medicine
Mannes College of Music 2004 — 2004
Music Theory
The Cooper Union for the Advancement of Science and Art 1999 — 2003
BS, Chemical Engineering
Stuyvesant High School 1995 — 1999
JPMorgan Chase November 2013 - Present
Citigroup December 2011 - November 2013
Citigroup January 2008 - December 2011
Citigroup January 2007 - January 2008
Citigroup July 2004 - January 2007
Citigroup June 1996 - July 2004
Bear Stearns March 1995 - June 1996
Brown Brothers Harriman March 1987 - March 1995
New York Life Insurance Company June 1984 - March 1987
Amtrak March 1978 - June 1984
Skills
SDLC, Offshoring, Project Portfolio..., Data Governance, AML Monitoring, KYC, Trade Surviellance, Compliance Technology, Project Finance, Project Coordination, Project Execution, Proejct Delivery, Vendor Management, IT Management, AML, System Monitoring, Project Management, Management, Equities, Risk Management, Financial Services
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Technology Management
Pace University - Lubin School of Business 1992 — 1998
BBA, Management Information Systems
Citigroup April 2006 - May 2008
Soros Fund Management April 2005 - April 2006
Bear Stearns March 2002 - April 2005
PwC 1998 - 2000
Education
Pace University - Lubin School of Business 1992 — 1996
CPA, Accounting/Finance
Citi July 2011 - Present
Citi August 2010 - June 2011
Citigroup January 2007 - July 2010
Citigroup September 2000 - January 2007
Prudential Financial March 1997 - August 2000
Castrol North America September 1996 - February 1997
Coopers & Lybrand August 1993 - August 1996
The Federal Bank Ltd August 1984 - January 1990
Skills
Risk Management, Financial Risk, Operational Risk..., Business Continuity, Vendor Management, Banking, IT Audit, Governance, Financial Services, Program Management, Information Security, Enterprise Risk..., Operational Risk, SDLC, PMO, Auditing, Sarbanes-Oxley Act, Security, Management, Risk Assessment, ITIL, Internal Audit, Internal Controls, Business Process, Retail Banking, Finance, Leadership, Business Process...
Education
Pace University - Lubin School of Business 1990 — 1993
M.B.A., Public Accounting
Union Christian College, Aluva 1978 — 1981
B.Sc., Physics, Mathematics, Electronics
JPMorgan Chase December 2013 - Present
JPMorgan Chase August 2011 - December 2013
Morgan Stanley June 2009 - July 2011
Citigroup July 2004 - June 2009
AIG January 2004 - July 2004
UBS Financial Services, Inc June 1999 - January 2004
Morgan Stanley December 1997 - June 1999
Proudfoot Reports June 1995 - December 1996
Skills
Project Planning, Project Management, Business Continuity, Disaster Recovery, Business Analysis, SDLC, Management, Program Management, Operational Risk..., Business Continuity..., Risk Assessment, Financial Risk, Risk Management, CBCP, Governance, Financial Services, Enterprise Risk..., Operational Risk, Data Center, Testing
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Information Systems
University at Albany, SUNY 1991 — 1995
BA, Business Administration, Sociology
BTQ Financial June 2015 - Present
Centerlight Health System June 2013 - May 2015
SigmaCare January 2011 - April 2013
Citigroup August 2007 - December 2010
Citigroup December 2004 - August 2007
Hyperion March 2001 - August 2004
Timbrel Medical Systems November 1998 - February 2001
Concorde Medical Group June 1996 - September 1998
Business Trends in Medicine, Inc. July 1994 - June 1996
NY Institute Same Day Surgery 1992 - 1994
Skills
Healthcare Information..., HIPAA, Healthcare, EHR, Software Implementation, Process Improvement, EMR, Business Analysis, Strategy, Hospitals, Software Documentation, Healthcare Industry, Team Building, Project Management, Change Management, Hands-on Training, Leadership, Analytics, PMO, Management, Start-ups, Managed Care, Program Management, Software Project..., Integration
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Saint Bonaventure University 1979 — 1983
BBA, Accounting
Merrill Lynch December 2014 - Present
Root Capital Management September 2012 - December 2014
KCM, LP June 2012 - August 2012
Alternative Research Services, Inc November 2011 - May 2012
Alternative Access Capital, LLC January 2010 - August 2010
Citigroup April 2008 - January 2010
Oppenheimer & Co. January 2001 - January 2008
Prudential Securities January 2000 - January 2001
CIBC Oppenheimer March 1997 - January 2000
Barclays Bank April 1995 - March 1997
Skills
Hedge Funds, Capital Markets, Mutual Funds, Alternative Investments, Equities, Equity Research, Trading, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Options, Investment Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Admiral Farragut Academy
Bloomberg LP December 2013 - Present
Citigroup June 2010 - February 2013
Citi June 2001 - June 2010
Salomon Brothers/Salomon Smith Barney/Citigroup January 1990 - June 2001
NYNEX (now Verizon) November 1987 - December 1989
Skills
Trading Systems, Data Center, Market Data, Fixed Income, Unix, Electronic Trading, ITIL, Servers, Risk Management, System Administration, Vendor Management, Integration, Equities, SAN, Derivatives, SDLC, Low Latency, Sybase, Reference Data, Portfolio Management, Solaris, Disaster Recovery, Middle Office, Enterprise Architecture, Business Continuity, Infrastructure, Capital Markets, Trading, IT Strategy, Financial Services, IT Management, Investment Banking, Back Office, Prime Brokerage, PMO, Equity Derivatives, Credit Derivatives, Operational Risk..., IT Service Management, Technical Support, Business Analysis, IT Operations, Information Security, Governance, Storage, Storage Area Networks, Project Management, Hardware, Information Technology, Process Improvement
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Management Information Systems
Tiburon Capital Management, LLC February 2015 - Present
Angel Compass Network January 2013 - Present
Morgan Stanley February 2014 - August 2014
Water Island Capital, LLC November 2010 - August 2013
Citigroup February 2010 - November 2010
Moodys Corporation August 2009 - November 2009
The Benchmark Company August 2007 - October 2008
Citigroup November 2006 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, Hedge Funds, Financial Risk, Equity Research, Budgets, Credit, Series 7, Investment Banking, Analysis, Forecasting, Finance, Equities, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Valuation, Due Diligence, Securities
Education
Pace University - Lubin School of Business 2013 — 2016
Executive MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science (BS), Finance
Temple University 2001 — 2005
BA, Political Science
Merrill Lynch June 2007 - Present
Citigroup February 1989 - June 2007
Education
Pace University - Lubin School of Business 1978 — 1983
Broadridge 2007 - Present
Citigroup 1989 - 2007
Thomson McKinnon 1982 - 1989
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Management Information Systems and Services
New York Life Insurance Company January 2014 - Present
ENGAGE May 2012 - Present
Gerber Life/Nestle March 2010 - April 2012
Citigroup January 2006 - August 2008
Kraft Foods 2000 - 2004
Education
Pace University - Lubin School of Business
MBA
Tufts University
Bachelor of Science (BS)
Woodlands
ASG MORTGAGE SERVICES 2001 - Present
artemis capital group January 1990 - December 1998
citigroup October 1968 - January 1990
Skills
Change Management, Business Strategy, Strategic Planning, Project Management, Business Process..., Program Management, Process Improvement, Business Transformation, Organizational...
Education
Pace University 1969 — 1975
Bachelor of Arts (B.A.), history/english
wood business school 1965 — 1966
secretarial
Citi December 2011 - Present
Citigroup December 2009 - December 2011
Thomson Reuters November 2007 - December 2009
Unite Here Health Center September 2007 - November 2007
Reval.com, Inc (Financial Services) September 2006 - August 2007
Lubin School of Business August 2005 - January 2007
NYC Health and Hospitals May 2006 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PeopleSoft, QuickBooks, Powerpoint, Sage, Access, Business Objects, PowerPoint, Payroll, Human Resources, Recruiting, Business Analysis
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Strategic Management
Pace University - Lubin School of Business 2005 — 2008
MS, Human Resources
University of Delaware 2001 — 2005
Bachelor of Arts, Psychology; Music Management
Citigroup 1998 - Present
AMTAC Systems (PSINet Solutions Provider) January 1995 - December 1997
Skills
Software Development, Management, Analysis, SDLC
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Citi September 2013 - Present
Mercedes Benz March 2012 - September 2013
Disney Publishing Worldwide March 2011 - November 2011
Disney Publishing Worldwide June 2008 - March 2011
Fox Pitt Kelton December 2005 - June 2007
Morgan Keegan June 2005 - October 2005
Citigroup October 2003 - June 2005
Citigroup May 2000 - October 2003
Skills
Bloomberg, Factset, Excel, PowerPoint, Word, Microsoft Excel
Education
Pace University - Lubin School of Business 1999 — 2002
Citigroup July 1997 - Present
Education
Pace University 1990 — 1996
Citigroup October 2007 - Present
Carver Federal Savings Bank August 2005 - July 2007
United Nations Federal Credit Union April 1996 - December 2004
Skills
Banking, Funding, Customer Service, Retail
Education
Pace University - Lubin School of Business 1991 — 1996
Bachelor of Business Administration (BBA), Management Information Systems, General
MetLife Human ResourcesCitigroup1999 - 2007
citigroup 1999 - 2007
Education
Pace University - Lubin School of Business 1992 — 1994
Hudson Heritage Federal Credit Union August 2011 - Present
Citigroup August 1991 - November 2008
Skills
Banking, Portfolio Management, Fixed Income, Finance, Investment Banking, Capital Markets, Loans, Credit, Cash Flow
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1988
Deutsche Bank July 2010 - Present
Citigroup June 1984 - July 2010
EF Hutton 1984 - 1988
Skills
Corporate Actions, Middle Office, Prime Brokerage, Fixed Income, Securities Lending, Back Office, Trading Systems, Operational Risk, Capital Markets, Investment Banking, Equities, Operational Risk..., Reference Data, Bonds, Wealth Management, Private Banking, Bloomberg, Risk Management, Settlement, Emerging Markets, Portfolio Management, Collateral Management, Market Data, Financial Services, Equity Derivatives, Global Custody, Mutual Funds, Swaps, Alternative Investments, Hedge Funds, Options, FINRA, Series 7, SWIFT payments, Fund Accounting, Series 63, Securities, FX Options, Financial Markets, Financial Risk, Sybase, AML, Credit Derivatives, Electronic Trading, Asset Management, Trading
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MS, BBA - Finance, MS- Information Systems
Mount Sinai Health System February 2009 - Present
Health Management Systems, New York, NY June 2007 - January 2009
Citigroup February 2001 - May 2007
Citigroup June 1996 - February 2001
Citigroup July 1992 - June 1996
Skills
Auditing, General Ledger, Accounting, Internal Controls, Financial Reporting, Financial Analysis
Education
Pace University - Lubin School of Business 1982 — 1987
Fannie Mae July 2014 - Present
Fannie Mae February 2010 - July 2014
UBS January 2009 - April 2009
Credit Suisse June 2006 - September 2007
Citigroup 2001 - 2006
Citigroup 1999 - 2001
Citi Smith Barney 1996 - 1999
Skills
Leadership, Strategic Planning, Management, Project Management, Customer Service, Project Planning, Philanthropy, Risk Management, Finance, Financial Analysis, Corporate Actions, Securities, Portfolio Management, Business Analysis, Banking, Equities, Series 7, Time Management, Relationship Management, Customer Relations, Problem Solving, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1996
BS
Avtech Institute of Technology
Certificate
State College
Crypto Coin Technologies September 2014 - Present
Norman CFO Advisory Services, LLC January 2014 - Present
Pay-O-Matic Corp. April 2009 - December 2013
Clout Financial Services October 2005 - March 2009
JPMorgan Chase August 1996 - September 2005
Citigroup 1985 - 1996
Skills
Outsourcing, Six Sigma, Resource Management, Activity Based Costing, Customer Satisfaction, Capital Allocation, Diligent, Business Development, Due Diligence, Business Process..., Financial Services, Risk Management, Financial Modeling, Financial Analysis, Credit Cards, Portfolio Management, Banking, Finance, Managerial Finance, Credit Analysis, Budgets, Process Improvement, Business Analysis, Strategy, Business Strategy, Credit, Business Process..., Financial Accounting, Cash Management, Executive Management, Loans, Credit Risk, Treasury, Financial Reporting, Treasury Management, Forecasting, Financial Risk, Restructuring, Strategic Financial..., Corporate Finance, Analytics, Retail Banking, Private Equity, Payments, Sarbanes-Oxley Act, Acquisition Integration, Valuation, Cash Flow, M&A experience, Relationship Management
Education
Pace University - Lubin School of Business 1980 — 1985
BBA, Accounting
stonybrook university
Pershing LLC, a BNY Mellon Company September 2010 - Present
JPMorgan Chase April 2009 - June 2010
JPMorgan Chase January 2008 - April 2009
Citigroup December 2005 - November 2007
Citigroup January 2001 - December 2005
Citigroup January 1995 - January 2001
Citigroup September 1988 - January 1995
Merrill Lynch, Pierce, Fenner & Smith September 1985 - September 1988
Kidder, Peabody & Company June 1983 - August 1985
Skills
Trading Systems, Prime Brokerage, Equities, SDLC, Capital Markets, Business Analysis, Financial Services, Vendor Management, Fixed Income, Derivatives, Market Data, PMO, Re-engineering, Risk Management, Reference Data, Offshoring, Portfolio Management, IT Strategy, Mutual Funds, Securities, Back Office, Program Management, Settlement, Hedge Funds, Series 7, User Acceptance Testing, Corporate Actions, Securities Lending, Financial Markets, Integration, Trading, Middle Office, Electronic Trading, Investment Banking, Business Requirements, Asset Management, Banking, Collateral Management, FX Options, Analysis, Equity Derivatives, Options, Bloomberg, Relationship Management, PMO Management, Operational Risk, Software Documentation, Equity Trading, Financial Risk
Education
Pace University 1986 — 1991
MBA, Finance
Saint Peter's University 1981 — 1985
BS, Computer Science and Mathematics
Merrill Lynch April 2007 - Present
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Pace University - Lubin School of Business 1997 — 2001
Societe Generale Corporate and Investment Banking - SGCIB 1993 - 1995
Citigroup 1989 - 1993
NYNEX 1985 - 1989
Skills
Web Content, International Relations, Corporate Communications, Copy Editing, Editing, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Leadership, Journalism, Strategic Planning, Proofreading, Public Relations, Speech Writing, Marketing
Education
L'ESLCA (Paris, France) 1985 — 1985
Kent State University (Ohio and Geneva, Switzerland)
Bachelor of Arts (BA), Journalism
Pace University - Lubin School of Business
MBA, Corporate Finance
Citigroup Managing DirectorCitigroup - retired1970 - 2007
Skills
Banking, Fixed Income, Operational Risk, Investment Banking, Equities, Portfolio Management, Financial Risk, AML, Risk Management
Education
Pace University - Lubin School of Business 1978 — 1989
BS, Finance
Citi May 2011 - Present
Citi May 2010 - April 2011
Citi May 2008 - May 2010
Citigroup February 2004 - May 2008
Citi April 2000 - February 2004
Skills
Fixed Income, Derivatives, Financial Modeling, Series 7, Bloomberg, Capital Markets, Investment Banking, Financial Services, Financial Analysis, Alternative Investments, Series 63
Education
Pace University - Lubin School of Business 2001 — 2004
MBA, Investment Mgmt & Financial Economics, 3.78
JPMorgan Chase June 2014 - July 2014
Standard Chartered Bank January 2013 - January 2013
Barclays Capital April 2011 - July 2011
Brown Brothers Harriman March 2011 - April 2011
Credit Suisse AG November 2009 - May 2010
Brown Brothers Harriman March 2008 - August 2008
JPMorgan Chase Bank September 2005 - January 2008
Citigroup September 2003 - September 2005
Skills
FX Derivatives, Fixed Income, Credit Derivatives, Credit Risk, MS Word, Microsoft Excel, Derivatives Middle..., Foreign Exchange, Currency Swaps, FX Spots
Education
Pace University 1988 — 1992
B.B.A., Business
Pace University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Citigroup CRMS Business Head, Global ProjectsCitibank2006 - Present
Education
Pace University - Lubin School of Business 1978 — 1982
Citi November 2006 - Present
Citigroup August 2004 - October 2006
Citigroup September 2000 - July 2004
Education
Pace University - Lubin School of Business 1981 — 1985
Bank of Montreal October 2006 - May 2014
Citigroup / Citicorp Diners Club 1994 - 2006
Citigroup 1986 - 1994
Skills
Electronic Payments, Credit Cards, Payment Systems, Banking, Financial Services, Debit Cards, Strategy, Strategic Partnerships, Portfolio Management, Relationship Management, Risk Management, Payments, Cards, Merchant Services, Credit, Business Development, Management, Strategic Planning, Sales, Business Strategy, Sales Management
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration (BBA), Business Administration and Management, General
Office of the Comptroller of the Currency (OCC), Department of the US Treasury March 2012 - Present
Citigroup August 2002 - December 2011
JPMorgan Chase August 1992 - August 2002
Marakon Associates January 1990 - August 1992
Skills
Derivatives, Fixed Income, Financial Management, Business Management, Rates, Risk Mitigation, Swaps, Accounting, Operating Systems, Financial Analysis, Trading Systems, Financial Reporting, Hedging, Credit Derivatives, Interest Rate..., Financial Markets, CDS, Counterparty Risk, Capital Markets, Middle Office, Banking, Credit, Equities, Financial Risk, Management, Managerial Finance, Risk Management, Trading, Valuation
Education
Pace University - Lubin School of Business
MBA, Financial Management
Rutgers, The State University of New Jersey-New Brunswick
BA, Business Administration
Société Générale August 2015 - Present
Crédit Agricole Corporate and Investment Bank May 2012 - August 2015
Crédit Agricole Corporate and Investment Bank September 2009 - May 2012
Citigroup July 2002 - September 2009
Education
New York University 2011 — 2014
Master's Degree
Pace University - Lubin School of Business 2003 — 2007
Bachelor of Business Administration, Major: Finance, Minor: Economics
GoldenTree Asset Management June 2015 - Present
The Blackstone Group May 2008 - June 2015
Citigroup 1998 - 2007
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Derivatives, Alternative Investments, Bloomberg, Asset Management, Credit
Education
Pace University - Lubin School of Business 1991 — 1993
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
EY May 2015 - Present
Federal Reserve Bank of New York September 2010 - Present
Citigroup 2005 - 2009
Citigroup Global Markets Inc 2005 - 2009
Rabobank 2000 - 2005
Rabobank International 2000 - 2005
UBS (USA) Inc 1996 - 2000
Skills
Capital Markets, Credit Risk, Derivatives, Securitization, Structured Finance, Investment Banking, Credit Analysis, Credit, Financial Structuring, ABS, Financial Risk, CDO, Risk Management, Banking, Recovery and Resolution, Dodd Frank, Structured Products, Regulatory Affairs, Regulatory Agencies, Regulatory Policy
Education
CFA Institute 2001 — 2002
CFA, Financial Analysis
Bombay University
BA, Business and Economics
London School of Economics
Certification, International Management Audit
Pace University - Lubin School of Business
MBA, Finance
University of Massachusetts, Amherst
MS, Hospitality and Business Management
Citigroup Billing ClerkKronish Lieb1991 - 1993
Education
John Dewey Brooklyn NY 1984 — 1987
Pace University - Lubin School of Business
Kantar Media Intelligence May 2006 - Present
TracyLocke August 2005 - May 2006
Citigroup May 2005 - August 2005
Education
Pace University - Lubin School of Business 2003 — 2006
BBA, Marketing
Citigroup June 2010 - Present
Techstar Systems August 1994 - June 2010
Broadridge November 2009 - April 2010
Education
Pace University - Lubin School of Business 1984 — 1989
J.P. Morgan September 2013 - Present
Citigroup October 2007 - September 2013
Federation Employment and Guidance Services (FEGS) September 2005 - October 2007
Skills
Financial Modeling, Risk Management, Investment Banking, Budgets, Portfolio Management, Banking, Financial Analysis, Corporate Finance, Strategic Financial..., Finance, Financial Services, Valuation, Financial Reporting, Financial Risk, Capital Markets
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Financial Management
NYC Health and Hospitals Corporation May 2011 - Present
DCAS - NYC June 2010 - May 2011
DoITT - New York City March 2009 - June 2010
FISA City of New York April 2007 - March 2009
Citigroup August 2005 - April 2007
Horizon Blue Cross Blue Shield of NJ August 2003 - August 2005
Merrill Lynch June 1996 - July 2003
Skills
PeopleSoft, Requirements Gathering, Business Analysis, SDLC, Visio, Requirements Analysis, HRIS, SharePoint, Crystal Reports, Systems Analysis, Vendor Management, Software Documentation, Project Management
Education
Pace University - Lubin School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Human Resources Management and Information Systems
Syracuse University 1992 — 1996
BA, Internation Relations/Political Science
citigroup avpmanufacturer hanover1978 - 1992
Education
Pace University - Lubin School of Business 1978 — 1981
Morgan Stanley August 2011 - Present
Deutsche Bank January 2011 - March 2011
Citigroup 2006 - 2010
KPMG 2002 - 2006
American International Group 1997 - 2002
Skills
Hedge Funds, Budgets, Accounting, Vendor Management, Financial Services, Management, Forecasting, Financial Reporting, Fixed Income, PMO, Project Planning, Leadership, Finance, Financial Risk
Education
Pace University - Lubin School of Business
MS, Accounting
Villanova University
BS, Business Administration
New York University 2015 - Present
Deloitte September 2012 - October 2014
PwC July 2011 - July 2012
JP Morgan Chase January 2011 - July 2011
Deloitte January 2007 - January 2011
BISYS PRIVATE EQUITY SERVICES INC December 2005 - December 2006
Citigroup 2002 - 2005
Skills
Accounting, Corporate Tax, US GAAP, Tax, Financial Reporting, Internal Controls, Tax Accounting
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
Waste Management January 2012 - Present
California Workers' Compensation Reporter May 2010 - Present
Citigroup August 2006 - June 2008
PricewaterhouseCoopers January 2001 - July 2006
GE Capital March 1998 - December 2000
GE Capital August 1994 - March 1998
GE Capital April 1990 - August 1994
Skills
Risk Management, Management Consulting, Governance, Program Management, Business Process..., Quality Assurance, Risk Assessment, Project Management, Process Improvement, Due Diligence, Change Management, Strategy, Enterprise Risk...
Education
Pace University School of Law 1993 — 1997
JD, Law; Corporate, Employment
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BFA, Fine Art
Citi September 2012 - Present
Citigroup July 2001 - September 2012
Citi February 2000 - October 2001
Citi January 1998 - February 2000
Citi September 1996 - December 1997
Citi June 1992 - September 1996
Price Waterhouse Management Consultants June 1990 - May 1992
Skills
Management, SDLC, Project Management, Process Improvement, Disaster Recovery, Analysis, PMP, Coaching, Banking, Investment Banking, Risk Assessment, Strategy, Mergers, Credit, Risk Management
Education
Certificate, New York University, School of Continuing and Professional Studies, New York, NY 2000 — 2001
Certificate, e-Business Development, A/4.0
Pace University - Lubin School of Business 1985 — 1990
BBA, Management Information Systems and Services
Citigroup September 2010 - Present
SunGard Availability Services February 2009 - September 2010
BlackRock October 2006 - December 2008
Merrill Lynch May 1988 - October 2006
Skills
Alternative Investments, Asset Management, Budgets, Business Analysis, Business Intelligence, Enterprise Architecture, Integration, PMO, Private Equity, Project Management, SDLC, Six Sigma
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Citigroup January 2005 - Present
Skills
Fixed Income, Equities, Securities, Derivatives, Capital Markets, Investment Banking, Financial Services, Banking, Portfolio Management, Back Office, Credit Derivatives, MBS, Settlement, Business Analysis, Prime Brokerage, Asset Managment, Asset Management, Bonds, Financial Markets, Hedge Funds, Middle Office, Operational Risk, Operational Risk..., Risk Management, Series 7, Structured Products, Trading, Bloomberg, Trading Systems, Securities Lending, Equity Derivatives, Management, Finance
Education
Pace University - Lubin School of Business 1980 — 1984
BBA
Erasmus Hall H S 1976 — 1980
Gates Capital Corporation January 2014 - Present
Nomura Securities May 2010 - December 2013
Gates Capital Corporation March 2009 - May 2010
Citigroup August 1998 - January 2009
Oppenheimer & Co. Inc. 1995 - 2000
Skills
Technology Project..., Technology Development, Series 7, Equities, Fixed Income, Securities, Credit, Series 16, Series 24, Portfolio Management, Equity Research, Fixed Income Analysis, Finance, Bonds, Capital Markets, Bloomberg, Trading, Economics, Entrepreneurship, Hedge Funds, Investment Banking
Education
Pace University - Lubin School of Business
MBA, Business & Finance
Eisenhower College
BA, Economics
CITIGROUP January 2009 - Present
CITIGROUP April 2000 - December 2008
Lazard Asset Management April 1999 - April 2000
Lazard Asset Management June 1996 - April 1999
BlackRock June 1994 - June 1996
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Equities, Venture Capital, Asset Allocation, Investments, Derivatives, Management, Bonds, Financial Risk, Alternative Investments, Capital Markets, Mutual Funds, Hedge Funds, Securities, Bloomberg, Asset Management
Education
PACE UNIVERSITY, LUBIN GRADUATE SCHOOL OF BUSINESS 1993 — 1996
Master of Business Administration, Finance
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Rochester 1986 — 1991
B.A., Statistics
University of Rochester
Bachelor of Arts, Statistics
Citigroup January 2008 - Present
Bear Wagner Specialists May 1999 - November 2007
NYSE Euronext January 1997 - May 1999
Goldman Sachs November 1985 - May 1996
Skills
Private Equity, Investor Relations, Hedge Funds, Financial Services, Capital Markets, Relationship Management, Investments, Series 63, Equities, Management, Trading, Fixed Income, Options, Alternative Investments, Financial Markets, Securities, Series 7, Equity Trading, Portfolio Management, Derivatives
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Financial Management
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration
Citigroup
Skills
Portfolio Management, Currency, FX Options, Equities, Financial Markets, FX trading, Derivatives, Trading Systems, Capital Markets, Treasury Management, Trading, Structured Products, Banking, Fixed Income, Options, Electronic Trading, Risk Management, Bloomberg, Emerging Markets, FX Trading, Foreign Exchange, Hedging, Investment Banking
Education
Pace University - Lubin School of Business
BBA, Marketing
Citigroup AccountantJPMorganChase1985 - 2007
Skills
Accounting, Financial Analysis
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Managerial Accounting
Pace University - Lubin School of Business 1995 — 2000
Business
Citigroup 1991 - 2009
Citibank 1986 - 1991
Bankers Trust 1982 - 1986
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Finance
Syracuse University 1978 — 1982
BS, Finance, Marketing
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Finance and Marketing
US Trust October 2006 - Present
Smith Barney July 2005 - September 2006
HSBC Private Bank April 2002 - June 2005
Citigroup March 1998 - March 2002
Skills
Banking, Private Banking, Credit, Series 7, Financial Analysis, Credit Analysis, Loans, Excel, Wealth Management, Capital Markets, Investments, Microsoft Excel, Portfolio Management
Education
Pace University - Lubin School of Business 1991 — 1993
MBA, Finance
Tufts University 1983 — 1987
BA, Economics
citigroup February 2006 - November 2012
Morgan Stanley March 2005 - August 2006
Deutsche Bank December 2002 - April 2005
Goldman Sachs March 2000 - December 2002
Skills
Financial Analysis, Banking, Risk Management, Business Analysis, Finance, Financial Modeling, Customer Service, Leadership, Microsoft Office, Portfolio Management
Education
Pace University
Bachelor of Science (BS), Business Administration and Management, General
Citigroup August 1987 - Present
Shearson Lehman Brothers August 1987 - September 1992
Guardian Life Insurance Company July 1984 - August 1987
Skills
Requirements Gathering, Functional..., Leadership, Business Requirements, Mainframe, Business Analysis, Software Documentation, Analysis, PMO, Program Management, IT Strategy, CICS, Vendor Management, Microsoft SQL Server, Software Project..., Enterprise Architecture, Project Portfolio..., JCL, Software Development, DB2, CRM, Visio, Project Management, Databases, Management, Change Management, Banking, Systems Analysis, Data Warehousing, Financial Services, MS Project, Agile Methodologies, Business Process Design, Solution Architecture, Integration, Unix, Outsourcing, Disaster Recovery, ITIL, SQL, COBOL, PMP, Business Intelligence, Cross-functional Team..., Process Improvement, IT Management, SharePoint, TSO, IBM Mainframe, ISPF
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Management Information Systems
Catalyst Investors September 2008 - Present
MSF- USA (Doctors Without Borders) February 2014 - Present
Citigroup 2006 - 2008
TD Waterhouse Capital Markets 2001 - 2006
Prudential Financial 1992 - 1994
Skills
Private Equity, Capital Markets, Venture Capital, Equities, Investments, Hedge Funds, Alternative Investments, Series 7, Securities, Valuation, Asset Managment, Trading
Education
Pace University - Lubin School of Business 1981 — 1984
Master of Business Administration (MBA), Finance, General
Kenan-Flagler Business School October 2008 - Present
American Chamber of Commerce in Hong Kong July 2003 - December 2007
Citigroup January 2000 - November 2007
Citibank 1968 - 2007
Citigroup 1968 - 2007
Skills
Banking, Business Analysis, Business Strategy, CRM, Capital Markets, Cash Management, Commercial Banking, Consulting, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Emerging Markets, Equities, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, Management, Management Consulting, Mergers & Acquisitions, Portfolio Management, Private Equity, Risk Management, Strategic Planning, Strategy, Valuation, Bloomberg, Financial Markets, Structured Finance
Education
Pace University - Lubin School of Business 1972 — 1975
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1964 — 1968
BSBA, Marketing
JPMorgan Chase January 2013 - Present
JPMorgan Chase November 2005 - December 2012
Citigroup November 2003 - November 2005
Skills
Bloomberg, Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Emerging Markets, Valuation, Credit Derivatives
Education
NYU Stern School of Business 2011 — 2014
MBA
Pace University 1999 — 2003
BBA, Finance
JPMorgan Chase June 2012 - Present
Bank of America October 2010 - October 2011
Bank of America April 2006 - October 2010
Citigroup 2005 - 2006
American Express 2003 - 2005
E.T.G., LLC 2002 - 2003
Advest, Inc. 2002 - 2002
Prudential Securities 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Fixed Income, Accounting, Capital Markets, Equities, Bloomberg, Structured Products, Banking, Derivatives, Securities, Financial Risk, Prime Brokerage, MBS, Series 7, Trading, Series 63, Finance
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Berkshire Hathaway Home Services New Jersey January 2015 - Present
Legg Mason May 2007 - August 2009
Citigroup May 2004 - May 2007
Citigroup Asset Mangement March 1993 - November 2002
Dean Witter Reynolds May 1983 - March 1993
Dean Witter Reynolds May 1983 - March 1993
Macro International 1978 - 1981
Skills
Vendor Management, Product Management, Project Management, Fund Services, Mutual Funds, Financial Services, Transfer Agency, FINRA, Asset Managment, Fixed Income, Financial Markets, Banking, Capital Markets, Asset Management, Finance, Investments, Portfolio Management, Program Management, Securities, Middle Office
Education
Pace University - Lubin School of Business 1976 — 1982
BBA, Business Law / International Marketing
Cathedral Prep 1972 — 1976
Independant Consultant Manager, Humanitarian Response Personnel & Emergency Capacity BuildingSave the Children2008 - 2013
Citigroup 1997 - 2006
Citigroup 1997 - 1999
Morgan Stanley 1996 - 1997
Skills
Humanitarian Assistance, Capacity Building, Nonprofits, Fundraising, Program Management, Data Analysis, Asset Management, Reporting & Analysis, Private Banking, Trusts, Estates, Planned Giving, Humanitarian, Management, NGOs, Policy, Program Evaluation
Education
Pacific College of Oriental Medicine
Master's Degree, Acupuncture and Oriental Medicine
University of Connecticut
BA, Political Science
Citigroup July 1998 - Present
Citibank 1998 - Present
Skills
KYC, AML, Business Continuity, Banking, Operational Risk, Financial Risk, Retail Banking, USA PATRIOT Act, Sarbanes-Oxley Act, Bank Secrecy Act, Fixed Income, Enterprise Risk..., OFAC, Fraud, Operational Risk..., Due Diligence, Financial Services, Internal Audit, Loans, Anti Money Laundering, Management, Relationship Management, Credit
Education
Pace University - Lubin School of Business 1980 — 2004
BBA, Accounting
OppenheimerFunds January 2014 - Present
NYU Langone Medical Center June 2013 - January 2014
NYU Langone Medical Center January 2008 - June 2013
Citi Global Wealth Management May 2006 - January 2008
Citigroup September 2004 - May 2006
Skills
Talent Management, Organizational..., Onboarding, Organizational..., Leadership Development, Workforce Planning, Organizational Design, Workshop Facilitation, Process Improvement, Conflict Resolution, Performance Management, Employee Engagement, Succession Planning, Executive Coaching, New Hire Orientations, Employee Relations, Instructional Design, Leadership, Training, Performance Improvement, Coaching, Learning Management..., Facilitators, Training Delivery, Career Development, Personnel Management, Employee Training, Executive Development, Recruiting, Facilitation, Project Management
Education
Rutgers University-New Brunswick 2003 — 2008
PsyD, Organizational Psychology
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
PsyM, Organizational Psycology
Pace University 2000 — 2003
BA, Psychology
Citigroup June 2005 - Present
Olstein & Assocaites LLC 1999 - 2004
Skills
Derivatives, Investments, Vendor Management, Fixed Income, Investment Banking, Financial Analysis
Education
Pace University 1997 — 1999
BS, Finance, General
AIG April 2013 - Present
Centerline Capital Group November 2010 - February 2013
BDO Seidman, LLP November 2007 - November 2010
BDO Seidman, LLP January 2007 - November 2007
CBS September 2006 - December 2006
Citigroup November 2003 - June 2006
Skills
SEC filings, US GAAP, GAAP, Financial Reporting, CPA, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Tax, General Ledger, Revenue Recognition, Consolidation, Corporate Tax
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Accounting
Sony/ATV Music Publishing November 2010 - Present
McGladrey & Pullen, LLP September 2007 - November 2010
CBS Corporation November 2006 - July 2007
Citigroup January 2004 - November 2006
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Public Accounting
Citigroup October 1996 - Present
Prudential Securities July 1994 - October 1996
Skills
Corporate Finance, Portfolio Management, Finance, Derivatives, Accounting
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor, Business Administration; Public Accounting
Deutsche Bank Securities Inc July 2012 - Present
BroadNet Services 2007 - May 2013
Citigroup February 2007 - July 2012
Citigroup January 2004 - February 2007
Citigroup June 2002 - January 2004
Citigroup November 2000 - May 2002
Education
Pace University - Lubin School of Business 1998 — 2003
BA
Marthon Tax Services 1985 - Present
Morgan Stanley Smith Barney 1976 - 2010
Citigroup 1976 - 2009
Skills
Investments, Estate Planning, Estate Tax Planning, Tax, Tax Returns, Risk Management, Auditing, Retirement, Tax Preparation, Equities, Business Analysis, Financial Planners, Strategic Financial..., Financial Services, Wealth Management
Education
Pace University - Lubin School of Business
BBA, Managerial Accounting
Nomura September 2015 - Present
Citigroup January 2004 - August 2015
ADP January 2003 - December 2003
Prudential Securities 2000 - 2002
Skills
Electronic Trading, Trading Systems, FX trading, Java, Market Data, SDLC, Sybase, FX Options, Fixed Income
Education
Pace University 1997 — 2000
BS, CS
Citigroup Vice PresidentCiti Capital Advisors2001 - 2010
Citigroup 2001 - 2010
Skills
Financial Analysis, Capital Markets, Fixed Income, Financial Modeling, Equities, Derivatives
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1991
Citigroup 2003 - Present
UBS February 2002 - March 2003
Banco Atlantico February 2001 - December 2001
Banco Industrial de Venezuela July 1995 - January 2001
Multibano Comermex 1984 - 1995
Skills
USA PATRIOT Act, OFAC, KYC, Bank Secrecy Act, Sanction, World Check, Mantas, CAMS, Actimize, FinCEN, Correspondent Banking, Banking, Operational Risk, Financial Risk, Compliance Training, Foreign Languages, Internal Audit, Compliance Testing, National Security..., Anti-Terrorist Financing, Anti-Money Laundering, 314(a), 314(b), Suspicious Activity..., Quality Control
Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting, Cum Laude
Pace University - Lubin School of Business
Morgan Stanley Smith Barney December 2004 - Present
Citigroup December 2004 - Present
Advantage M.H.S. LLC August 2001 - December 2004
Advantage MHS LLC May 2001 - December 2004
Somerset I.S.D August 2000 - August 2001
Skills
Series 7, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Series 65, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Annuities, IRAs, Investment Advisory, Investments, 401k Rollovers, Securities, Fixed Income, Alternative Investments, Bloomberg
Education
Palo Alto College 2005 — 2012
Associate of Arts (A.A.), International Business/Trade/Commerce
Alto Community College
Associates, Liberal Arts
Citigroup July 2005 - Present
Citi Group July 1998 - July 2005
Skills
Risk Management, Finance, Strategic Planning
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Marketing
The Bank of New York Mellon June 2008 - Present
Citigroup July 2005 - June 2008
Oppenheimer & Co. Inc. September 2002 - July 2005
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration, Finance
J. Flether Creamer & Son Inc. May 2013 - Present
WithumSmith+Brown September 2011 - May 2012
Diversified Bookkeeping September 1990 - August 2011
Citigroup September 1974 - June 1988
Skills
QuickBooks, Peachtree Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Bookkeeping
Education
Pace University - Lubin School of Business
A.A.S., General Business
Ramapo College of New Jersey
KBC Bank, New York Branch November 2010 - Present
KBC Bank, New York Branch November 2007 - Present
KBC Bank, New York Branch July 2007 - November 2007
Trade Settlement Inc. New York May 2006 - July 2007
Avenue Capital Management February 2005 - May 2006
CITIGROUP 2002 - 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg Terminal, PowerPoint, Outlook, Lotus Notes, Swift Alliance
Education
Pace University - Lubin School of Business 1997 — 2001
BS, MIS
Macy's Merchandising Group -PBT(Private Brand Technology) June 2014 - April 2015
Citigroup May 2006 - March 2013
Moody's Investor Services 2005 - 2006
Prudential Financial 2000 - 2005
Skills
Business Analysis, SDLC, Requirements Gathering, Business Requirements, Requirements Analysis, Vendor Management, User Acceptance Testing, PMO, Software Project..., Business Process..., Project Delivery, Stakeholder Management, Visio, Process Improvement, Risk Management, Software Documentation, Testing
Education
Pace University-New York
B.A., Management Information Systems