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
Qualcomm April 2011 - Present
Helen Woodward Animal Center April 2010 - Present
Citigroup August 2003 - March 2011
San Diego National Weather Service September 1998 - June 2006
Advance Communication Systems August 1996 - August 1997
Visicom Laboratories Inc. August 1991 - August 1996
Skills
Communication, Financial Analysis, Financial Reporting, Project Coordination, Program Facilitation, Human Resources, Microsoft Office, Visio, Management, Time Management, Budgets, Marketing, Leadership, Team Building, Marketing Communications, Program Management
Education
San Diego State University-California State University 1987 — 1991
BA, English
Citigroup July 2015 - Present
Citigroup September 2012 - July 2015
Hewlett-Packard (Application Managed Services) March 2010 - September 2012
Hewlett-Packard (Application Managed Services) May 2007 - March 2010
Hewlett-Packard (Application Managed Services) April 2002 - May 2007
Accenture 1996 - 2000
Edward Jones 1994 - 1996
Skills
SAP, ERP, Project Implementation, SAP R/3, ITIL, Program Management, Business Process..., IT Service Management, Strategic Planning, Integration, Vendor Management, Account Management, PMO, Management, Team Leadership, Leadership, Security, Supply Chain Management, Risk Management, IT Strategy, Outsourcing, Business Intelligence, Business Analysis, Process Improvement, SDLC, PMP, IT Management, Project Portfolio..., Business Process, Requirements Analysis, Cross-functional Team..., Disaster Recovery, Project Management, Management Consulting, Enterprise Software, Strategy, Change Management, Professional Services, Business Transformation, Software Project..., Consulting, SAP Implementation, IT Operations, Team Management, Service Delivery, Project Delivery, Team Building
Education
Saint Louis University 1994 — 1998
MBA, Business
University of Iowa 1989 — 1993
BBA, Finance, Accounting
Climb Real Estate Group January 2011 - Present
Pacific Marketing Associates June 2009 - January 2011
THE MARK COMPANY January 2008 - June 2009
UNION BANK OF CALIFORNIA March 2007 - September 2007
Citigroup March 2005 - January 2007
Skills
Condos, Real Estate, Sellers, Short Sales, Investment Properties, First Time Home Buyers, Sales, New Home Sales, Listings, Referrals, Selling, Marketing, Salesforce.com, Training, Single Family Homes, Customer Service, New Business Development, Relocation, Investors, Cold Calling, Marketing Strategy, Luxury, Residential Homes, Buyer Representation, REO, Investments, CRM, Foreclosures, Real Estate Transactions, Sales Process, Negotiation, Real Property, Property Management, Townhomes, Real Estate Development, Relocation Buyers, Move Up Buyers, Contract Negotiation, Rentals, Real Estate Economics, Seller Representation, Home Staging
Education
San Francisco State University 2000 — 2002
Bachelor of Arts, Organizational Communication
San Francisco State University 2000 — 2002
Bachelor of Arts, Organizational Communication; advertising and marketing focus
Nevada State Bank August 2013 - Present
Bank of America July 2011 - August 2013
Wells Fargo Business Banking Group - Las Vegas Downtown Office October 2006 - June 2011
Wells Fargo Bank, N.A., Southern Nevada Division March 2005 - October 2006
Citigroup December 2001 - July 2004
Bank of America March 1995 - November 2001
Skills
Small Business Lending, Commercial Lending, Banking, Loans, Credit, Management, Sales, Portfolio Management, Commercial Banking, Customer Satisfaction, Time Management, Lines Of Credit, Analysis, Financial Services, Commercial Mortgages, Mortgage Lending, Loan Origination, Mergers & Acquisitions, Finance, Leadership, CRM, Training, Lead Generation, Sales Management, Consumer Lending, Credit Analysis, Mortgage Banking, Treasury Management, Deposits, Retail Banking, Asset Based Lending, Cross Selling, Private Banking, Relationship Management, Cash Management, Residential Mortgages, Small Business, Refinance, Underwriting, Credit Risk, Branch Management, FHA, Credit Cards, Wealth Management, Construction Loans, Risk Management, Financial Risk, Financial Structuring, Investments, Financial Analysis
Education
San Francisco State University 1994 — 2000
Bachelor of Arts, Political Science
Hospital Corporation of America (HCA) at Xerox/Parallon, CTG 2013 - 2014
A1A Auto Parts & Metal Recycling Inc. 2010 - 2013
St Petersburg College 2002 - 2006
Temple College 2001 - 2002
Verizon Sales & Service 2000 - 2001
Citigroup 1998 - 2000
GTE Mobilnet 1994 - 1997
Skills
Advertising, Email Marketing, Marketing Communications, Marketing, Management, Research, Project Management, Teamwork, Direct Marketing, Integrated Marketing, Social Media Marketing, Digital Marketing, Direct Mail, Online Advertising, Psychology, Social Media, Online Marketing, Customer Service, Customer Satisfaction, Customer Oriented, Curriculum Development, Customer Retention, Customer Insight, Customer Experience, Strategic Planning, Psychotherapy, Organizational..., Internal Communications, Strategic Communications
Education
Saint Leo University 2010 — 2013
Master of Arts (M.A.), Special Education and Teaching, In Progress- with High Honors
University of South Florida 2006 — 2009
Bachelor of Arts (B.A.), Honors College & Psychology
St. Petersburg College 2003 — 2006
Associate's Degree, Business Administration and Management, General, High Honors Graduate
Pacific Union Financial, LLC July 2012 - Present
Great Western Financial Services, Inc. April 2012 - June 2012
MetLife Home Loans December 2011 - April 2012
Bank of America 2010 - 2011
Bank of America (Countrywide) 2007 - 2010
Bank of America (Countrywide) 2007 - 2010
Bank of America (Countrywide) 2003 - 2007
Citigroup April 2000 - February 2001
Texas National Funding December 1999 - August 2000
AmeriCredit November 1998 - December 1999
Skills
Mortgage Banking, Conventional, FHA, VA, Credit, Customer Retention, Loss Mitigation, Servicing, Mortgage Lending, Mortgage, Refinance, Loan Origination, Loans, Residential Mortgages, Mortgage Industry, Credit Analysis, Sales Management, VA loans, Purchase, Process Improvement, Credit Risk, Customer Service, Call Center, Compliance, Customer Relations, P&L Management, First Time Home Buyers, Strategic Planning, Negotiation, Operations Management, Conforming, Portfolio Management, Sales, Certified Mortgage..., Mortgage Servicing, Call Centers, Leadership, CRM, Loan Servicing, Banking, Home Equity Loans, Consumer Lending, Training, Team Building
Education
Sam Houston State University 1991 — 1993
BBA, Management
Tyler Junior College
General Studies
MetLife Home Loans August 2010 - Present
Citigroup 1999 - May 2009
Citigroup May 1999 - October 2007
Higher Education Coordinating Board State of Washington August 1996 - January 1999
Skills
Automation, PeopleSoft, Analysis, Audit, Access, Call Reporting, 10Q, 10K, Accounting, Account Reconciliation, Auditing, Financial Statements, Variance Analysis, Microsoft Excel, Essbase
Education
Saint Martin's University 1995 — 1998
BA, Accounting
Citi April 2014 - Present
Bank of America January 2012 - April 2014
Bank of America August 2010 - January 2012
Bank of America November 2008 - August 2010
Bank of America November 2008 - August 2010
Bank of America August 2004 - November 2007
Citigroup May 2000 - August 2004
Citibank 1996 - 2003
Skills
Financial Services, Risk Management, Credit Cards, Banking, Vendor Management, Credit, Project Management, Banking Center..., Change Management, Leadership, PMP, Management, Cross-functional Team..., Project Planning, Analysis, Business Intelligence, PMO
Education
University of Colorado Boulder 1982 — 1984
Bachelor of Arts (B.A.), Fine and Studio Arts Management, 3.97
San Jose State University 1974 — 1977
Fine/Studio Arts, General
Citigroup, Inc. July 2011 - Present
Citigroup 2008 - July 2011
Shameem Enterprises May 2003 - July 2011
Canon Technology Solutions July 2005 - October 2007
EMC Corporation February 2004 - December 2004
Deloitte August 1998 - August 2003
Verizon November 1994 - August 1998
Sprint Corporation August 1985 - March 1992
Skills
Program Management, Vendor Management, Business Intelligence, Business Process, Shared Services, Business Alignment, Sourcing, Quality Management, Technology Evaluation, Enterprise Storage, IT Strategy, Business Process..., Business Analysis, Business Transformation, Management Consulting, CRM, SDLC, PMO, IT Service Management, Service Delivery, Security, Management, ITIL, Enterprise Software, Change Management, Outsourcing, Project Management, Risk Management, Communication Skills, Programme Delivery, IT Service Delivery, Collaborative Problem..., Project Delivery, Business Continuity, Information Technology, Business Development, Analysis, Governance, Mergers & Acquisitions, Strategy, Leadership, Project Portfolio..., Executive Management, Infrastructure, Data Warehousing, Consulting
Education
Santa Clara University 1972 — 1975
Karachi American School 1968 — 1972
Rogers & Young Insurance Services September 2006 - Present
Merrill Lynch October 2003 - September 2006
Citigroup March 1997 - October 2003
Skills
Employee Benefits, 401k, Retirement Plan..., Outsourced HR Services, Human Capital, Health Care Reform, Strategic Planning, Employee Engagement, Employee Wellness, Group Medical, Dental Insurance, Vision Insurance, Disability Insurance, Long-Term Disability, Group Life, Term Life Insurance, Health Savings Accounts, COBRA, FSA, FMLA, Health Benefits..., Long-term Care, Health Insurance, Life Insurance, Customer Service, Insurance, Retirement Planning, Retirement, Leadership, Wealth Management, Management
Education
San Diego State University-California State University 1992 — 1997
Bachelor of Science, Finance
Piner High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.83
Cetera Advisor Networks LLC, member FINRA/SIPC August 2012 - Present
Citigroup August 1991 - April 2005
Pacific Coast Stock Exchange 1988 - 1991
Skills
Retirement, Investments, Estate Planning, College Funding..., Business Planning, Exit Strategies, REITs, Annuities, 401k Rollovers, Charitable Giving, Life, Health, LTC,..., Supplemental Business..., Fixed Annuities, Account Management, Retirement Planning, Finance, IRAs, Wealth Management, FINRA, Series 63
Education
Peralta College Berkeley 2000 — 2003
Business Administration
San Francisco State University, College of Business
International Business
Facebook August 2012 - Present
Adobe Systems March 2010 - August 2012
Novellus Systems January 2008 - June 2009
Citigroup August 2006 - September 2007
Skills
Financial Analysis, Corporate Finance, Forecasting, Cost Accounting, Financial Modeling, Microsoft Excel, Essbase, Financial Reporting, Cross-functional Team...
Education
Santa Clara University
B.S., Finance
IHS Jane's April 2007 - Present
US Marine Corps 1989 - Present
Fisk Financial Services April 2007 - April 2011
Citigroup September 2005 - April 2007
JP Morgan Chase June 1997 - August 2000
Goldman Sachs 1993 - 1997
Skills
Risk Management, Analysis, Security Clearance, Military, Investments, Government, Finance, Team Building, Command, Security, Strategic Financial..., Investment Advisory, Program Management, Retirement Planning, DoD, Leadership, National Security, Operations Management, Competitive Intelligence, Intelligence Analysis, Military Operations, Policy, Operational Planning, Intelligence, Defense, Military Experience, Foreign Policy, Information Assurance, Army, Top Secret, Crisis Management, Tactics, Emergency Management, Special Operations, Homeland Security, Proposal Writing, International Relations, Counterinsurgency, Defence, Weapons, Air Force, Counterintelligence
Education
Saint Peter's University 1997 — 1999
MBA, Management Information Systems
San Diego State University-California State University 1983 — 1988
BA, Economics
JP M December 2011 - Present
JPMorgan Chase November 2009 - December 2011
WAMU Investments October 2007 - May 2009
Citigroup January 1997 - November 2001
Skills
Customer Service, Telephone Skills, Customer Retention, Customer Engagement, Fraud, Fraud Detection, Account Reconciliation, Relationship Management, Telephone Manner, Remote Sales, Legal Documents, Legal Research, Mutual Funds, Computer Proficiency, Commercial Banking, Retail Banking, Testing new applications, Account Maintenance, Internet Banking, Retirement, AML, OFAC, Qualified Retirement..., Small Business Lending, Loan Origination, Online Fraud, Credit, Fraud Claims, Securities Fraud, Retirement Planning, Mortgage Banking, Retirement Benefits, Pension Funds, Fundraising, Fundraisers, Investment Banking, Opticians, Airline Reservations, Legal Compliance, Credit Cards, New Account Opening, Consumer Lending, Facilities Operations, Commercial Facilities, Electronic Payments, Telephone Reception, Debit Cards, Youth Mentoring, Peer Mentoring, Networking
Education
San Antonio College 1972 — 1972
Entrance Level
John F Kennedy High School 1967 — 1971
Graduated 12th grade
Rabo AgriFinance September 2015 - Present
Scottrade June 2014 - Present
Citigroup September 2010 - May 2014
Saint Louis University July 2009 - September 2010
Saint Louis University November 2007 - July 2009
Saint Louis University December 2005 - November 2007
Skills
Forecasting Models, Operational Strategy, Financial Analysis, Financial Reporting, Strategic Planning, Microsoft Excel, Team Building, Process Improvement, Financial Modeling, Data Analysis, Forecasting, Budgets, Analysis, Access, Corporate Finance
Education
Saint Louis University 2006 — 2009
MBA, Emphasis in Finance
University of Missouri-Columbia 2000 — 2003
B.S. in Education, Secondary Social Studies
J.P. Morgan May 2012 - Present
J.P. Morgan Securities LLC October 2009 - May 2012
UBS Investment Bank February 2007 - October 2009
JPMorgan Chase 2006 - February 2007
Citigroup 2005 - 2006
Recycle6, Inc. 2000 - 2003
Skills
Options, Hedge Funds, Derivatives, GMI, Margin, Provision, iRise
Education
San Jose State University 1996 — 2000
B.S., Environmental Business
City of Newport Beach April 2014 - Present
City of Newport Beach January 2007 - Present
City of Bakersfield July 2007 - December 2007
Citigroup January 2003 - July 2006
Citigroup 2001 - 2003
Applied Materials January 1998 - February 2001
Altera 1998 - 2001
Nu Alpha Kappa Fraternity, Inc. 1996 - 1997
Skills
Microsoft Office, Customer Service, Word, VMware ESX, Altiris, Sophos, Managed Print Services, Software Implementation, Laserfiche, Microsoft SQL Server, Workflow Applications, WinPE, Computer Hardware..., SharePoint, SharePoint Designer, Group Policy, Computer Hardware, Microsoft Word, Windows Server, Windows 7, Installshield Admin..., Help Desk Support, InstallShield, Print Servers, Scripting, Altiris Deployment..., Fax Server, Backup Exec, VMware, Troubleshooting, Windows XP, Active Directory, TCP/IP, Customer Engagement, Public Speaking, Microsoft Excel, Leadership
Education
San Jose State University 1996 — 2001
BS, MIS
M&T Securities, Inc October 2014 - Present
SunTrust Investment Services, Inc August 2009 - October 2014
Banc of America Investments February 2008 - February 2009
Citigroup 2005 - 2008
Citicorp Investment Services 2005 - 2008
Smith Barney 2005 - 2008
Citi 2006 - 2007
SunTrust Investment Services 2000 - 2005
PaineWebber 1987 - 1993
Skills
Finance, Management, Credit, Mutual Funds, Portfolio Management, Retirement Planning, Banking, Leadership, Financial Services, Financial Planning, Series 63, Risk Management, Sales, Securities
Education
Salem International University 1984 — 1987
BS, Business Magement
CG Computers and Electronics December 2013 - Present
CG Computers and Electronics December 2013 - Present
Toni's Techs March 2012 - September 2014
Berkeley College October 2011 - October 2011
Fairleigh Dickinson University August 2011 - October 2011
BAE Systems Information Technology May 2011 - July 2011
ASI System Integration April 2008 - April 2011
UBS 2008 - 2011
4G Data Systems Inc June 2006 - April 2008
Citigroup 2006 - 2007
Skills
Troubleshooting, Technical Support, Software Installation, Microsoft Exchange, Hardware, XP, Laptops, Help Desk Support, Servers, Networking, Windows 7, Printers, Windows Server, Remote Desktop, Disaster Recovery, Computer Hardware, Hardware Support, Microsoft Certified..., Security, Active Directory, A+ Certified, Windows XP, CompTIA A+, CompTIA Network+
Education
PC Tech Learning Center 2005 — 2006
Certificate, A+, N+, MCP
Saint Peter's University 1999 — 2004
Bachelors Of Science, Computer Science, Philosophy
J.P. Morgan April 2014 - Present
J.P. Morgan February 2013 - April 2014
Citigroup December 2010 - February 2013
Marsh June 2008 - December 2010
Education
New York University - Leonard N. Stern School of Business
University of Pennsylvania - The Wharton School
Saint Joseph's University
(none) 2011 - Present
Citigroup 2005 - Present
Education
Florida State Community College 2009 — 2012
Associate of Science (A.S.), Medical Laboratory Technology
Saint Louis University 2001 — 2002
Major in BS Nursing, n/a
King High School (Tampa) June 2015 - Present
CoachUp June 2015 - Present
Brandon bolts May 2011 - Present
Citigroup October 2014 - June 2015
Tampa Preparatory School October 2011 - February 2015
HSBC bank June 2012 - October 2014
Tampa bay rain October 2012 - January 2013
Organo Gold May 2011 - January 2013
Skills
Coaching, Teaching, Customer Service, Administration, Word, Social Media, Event Planning, Team Building, Marketing, Training, Event Management
Education
Saint Leo University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Saint Leo University 2007 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Education Corporation of America July 2014 - Present
Tanner Investment Group June 2012 - 2014
Jacksonville Regional Chamber of Commerce May 2011 - August 2012
Jacksonville Regional Chamber of Commerce August 2010 - April 2011
AT&T Advertising Solutions January 2010 - August 2010
Citigroup November 2008 - January 2010
Citigroup March 2004 - November 2008
Skills
Fundraising, Public Relations, Event Planning, Sales Management, Customer Relations, Client Retention, Membership Recruitment, Membership Management, Membership Retention, Membership Sales, Customer Service, Project Management, Public Speaking, Trade Shows, Strategic Planning
Education
Samford University
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities, 3.89 GPA
Citigroup May 2010 - Present
UBS Investment Bank August 2006 - May 2010
ITG Inc 2004 - 2006
Portware 2003 - 2003
University of California, Regents 1999 - 2003
Skills
Electronic Trading, Equities, Equity Derivatives, Series 7, Series 63, Series 24, Trading System, Equity Trading, Derivatives, Trading, Trading Systems, Market Microstructure, Algorithms, Hedge Funds, Market Data, Options, Prime Brokerage
Education
St. Mary's College of California 1994 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Grant Thornton LLP March 2015 - Present
JPMorgan Chase February 2014 - February 2015
Grant Thornton LLP October 2012 - February 2014
Deloitte August 2008 - September 2012
Anheuser-Busch August 2007 - December 2007
Anheuser-Busch May 2007 - August 2007
Citigroup January 2007 - June 2007
Trans States Airlines January 2007 - May 2007
Circuit City March 2003 - February 2007
Bank of America May 2006 - October 2006
Skills
SOX, Compliance, Internal Controls, Accounting, Risk Management, Internal Audit, Auditing, Data Analysis, Process Improvement, Budgeting, Process Engineering, Audit, Excel, Access, Word, IT Audit, Change Management, Management Consulting, CISA, Microsoft Word, Sarbanes-Oxley Act, Enterprise Risk..., SAP, Management, Microsoft Excel, Governance, Sarbanes-Oxley, Budgets
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Finance and Accounting
Parkway South 2000 — 2004
High School Diploma, High Honor Roll Student
Advisors Asset Management, Inc. June 2006 - Present
Citigroup 2002 - 2006
Primerica Financial Services 1998 - 2002
Hawthorn Suites by Wyndham 1996 - 1998
Physician Resource Management, Inc. 1994 - 1996
Education
San Antonio College 1987 — 1989
Associate of Applied Science Degree in Mortuary Science, Mortuary Law, Embalming, Pathalogy, Microbiology/Human Anatony/Physiology, Restortive Art.
The University of Texas at San Antonio 1984 — 1986
English, Geology, Biology, Economics
Robert E. Lee High School
Citi March 2013 - Present
Citigroup February 2010 - February 2013
Sun Microsystems January 2007 - February 2010
Sun Microsystems 1986 - 2008
Sun Microsystems July 2005 - January 2007
Sun Microsystems June 2002 - June 2005
Sun Microsystems October 1997 - June 2002
Sun Microsystems 1993 - 1997
Sun Microsystems 1987 - 1993
Skills
Online Marketing, Virtual Teams, Writing, Research, Online Advertising, Marketing, Social Media, Social Media Marketing, Lead Generation, Strategy, Email Marketing, Integrated Marketing, Marketing Communications, Management, Social Networking, B2B, Leadership, Marketing Management, Program Management, Business Development, Fundraising
Education
Santa Fe University of Art and Design
Organizational Psychology
ExecLink St. Louis August 2011 - November 2013
ExecLink July 2009 - August 2011
Wells Fargo Mortgage August 2010 - July 2011
Citigroup November 2003 - October 2008
Stewart Travel Service, Inc June 1971 - June 2002
MEDIA CLUB of St. Louis 1998 - 2002
Trans World Airlines January 1986 - December 1991
Missouri Athletic Club (MAC) 1987 - 1990
Eastern Airlines January 1986 - December 1989
Skills
Marketing, Leadership, Competitive Analysis, Public Speaking, Project Management, Business Development, Plannning, Management, Strategic Planning, Team Building, Sales, CRM, Contract Negotiation, Start-ups, Financial Analysis, New Business Development, Leadership Development, Negotiation, Research, Strategic Partnerships, Market Research, Time Management, Training, Team Leadership, Accounting, Strategy, Customer Service, Executive Management, Human Resources, Change Management, Forecasting, Business Strategy, Process Improvement, Program Management, Marketing Strategy, Policy, Product Development, Management Consulting, Mergers & Acquisitions, Analysis, Insurance, Risk Management, Account Management, Coaching, Budgets, Cross-functional Team..., Operations Management, Entrepreneurship, Vendor Management, Business Planning
Education
Saint Louis University 1967 — 1971
BA, Political Science
Chaminade College Prep 1963 — 1967
JPMorgan Chase September 2013 - Present
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - July 2010
Citigroup May 2005 - June 2009
Fiserv August 2004 - May 2005
Morgan Stanley February 2000 - August 2004
Prudential Financial May 1998 - February 2000
Morgan Stanley February 1997 - May 1998
Japan Leasing Inc. September 1995 - December 1996
Chase Manhattan Corporation November 1993 - July 1995
Skills
Business Analysis, Fixed Income, Equities, Financial Services, Derivatives, Securities, Asset Management, Hedge Funds, Program Management, Process Improvement, Mutual Funds, Investments, Alternative Investments, Trading, Outsourcing, Management, Due Diligence, Finance, Middle Office, User Acceptance Testing
Education
Saint Peter's University 2007 — 2010
MBA, Finance
Stony Brook University 1988 — 1992
BA, Economics and Social Sciences Interdisciplinary
New Dorp High School 1984 — 1987
iUniverse September 2014 - Present
Millennium Partners March 2014 - Present
Roark Management November 1998 - Present
Citigroup September 2007 - December 2013
ManageVision, Inc. March 2006 - April 2013
JPMorganChase June 2003 - September 2007
Deutsche Bank September 2001 - May 2003
Morgan Stanley March 2000 - April 2001
MetLife February 1998 - September 1998
Weil Gotshal & Manages LLP September 1992 - June 1995
Skills
Infrastructure Projects, Customer Relations, Client Services, Risk Management, Service Delivery, Re-engineering, Global Delivery, Global Operations, Portfolio Management, Financial Control, Financial Services, Infrastructure, Customer Service, Program Management, Cross-functional Team..., ITIL, Strategy, Financial Audits, IT Service Management, IT Strategy, Project Management, SDLC, Management, PMP, Outsourcing, PMO, Governance, Data Center, System Deployment, Vendor Management, Business Intelligence, Leadership, Project Delivery, Resource Management, Project Planning, Analysis, Project Portfolio..., CRM, Compliance, Mergers & Acquisitions, Business Continuity, Consulting, Business Process, Information Technology, Enterprise Architecture, Business Process..., Executive Management, Business Process..., Disaster Recovery, Integration
Education
St. Peter's College 1986 — 1991
BS, History / Business Management
RE/MAX Gold July 2004 - Present
Citigroup May 1999 - June 2001
Accenture May 1998 - May 1999
Ernst & Young LLP May 1994 - May 1998
Electronic Data Systems June 1990 - May 1994
Skills
Expert Realtor in..., Medical Esthetician..., Specialist in short..., Experienced real estate..., Short Sales, Selling, Real Estate, Investment Properties, Investors, First Time Home Buyers, Relocation, Foreclosures
Education
San Francisco State University 1989 — 1991
Bachelor's Degree, Computer Science
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Cravath, Swaine & Moore LLP May 2012 - Present
Citigroup November 2010 - February 2012
Credit Agricole CIB (formerly Calyon CIB) 2004 - April 2010
CT Corporation (formerly dTech, CCH, Wolters Kluwer) May 2001 - October 2004
New Horizons October 2000 - April 2001
Skills
TRAINED EMPLOYEES FROM:, ● Ameren Corporation, ● Accessor Funds, ● American United Global, ● Asbury Automotive..., ● Constellation Energy..., ● Coast Casinos, Inc., ● CRI, Inc., ● Chadbourne & Parke LLP, ● Eden Bioscience..., ● Endologix, Inc., ● Enterprise Products..., ● Estee Lauder, ● First Community..., ● Foley & Lardner, ● GE Capital, ● Halliburton Company, ● Hogan and Hartson LLP, ● Home Properties, ● ING Americas, ● Ionics Incorporated, ● Labor Ready Inc., ● Marathon Oil Company, ● Marimba Inc., ● MB Financial Inc., ● MDM Coporate, ● Millennium..., ● National Fuel Gas..., ● Nixon Peabody LLP, ● Orrick, Herrington &..., ● Placer Dome Inc., ● Plum Creak Timber..., ● Puget Sound Energy, ● Shearman & Sterling..., ● Sidley & Austin, ● Southern Union Company, ● Strategy Partners, ● Synopsys Inc., ● T. Rowe Price..., ● Teknowledge..., ● The Macerich Company, ● The Sports Club..., ● Umpqua Holdings Corp., ● United Security Bank, ● Varnum Law, ● Williams Mullen, ● Wyche Law Firm, And 100's of others
Education
San Diego State University-California State University
Business Communications
Citi February 2011 - Present
Citi January 2010 - February 2011
Citi August 2008 - January 2010
Citi May 2006 - August 2008
Citigroup October 2001 - May 2006
Citi May 1999 - October 2001
Skills
Banking, Analysis, Account Reconciliation, Financial Risk, Bank Reconciliation, Access, SharePoint, Management, General Ledger, Internal Audit, Data Warehousing, Business Objects, Cash Management, Finance, Financial Reporting, Internal Controls, Software Documentation, Training, Databases, Variance Analysis
Education
Saint Leo University 2003 — 2006
Human Resources Admin.
GMAC Mortgage March 2011 - Present
American Equity Mortgage August 2010 - March 2011
Citigroup October 2007 - August 2010
Wells Fargo Home Mortgage October 2006 - October 2007
DECISION ONE MORTGAGE / HSBC August 2003 - October 2006
HSBC / HOUSEHOLD INTERNATIONAL January 1996 - October 2006
BENEFICIAL / HSBC October 2001 - July 2003
HOUSEHOLD FINANCE CORP January 1996 - September 2001
Education
University of North Carolina
San Diego State University-California State University 1985 — 1988
Business Administration, Finance
Torrey Pines High School 1977 — 1980
High School
Runneymeade College 1970 — 1972
AFSA
Management Training
St. Louis University
GM Financial September 2014 - Present
GM Financial August 2013 - September 2014
GM Financial April 2013 - August 2013
Citigroup November 1999 - November 2010
Ford Motor Credit Company September 1997 - November 1999
Ford Motor Credit Company September 1995 - September 1997
Skills
Underwriting, Credit, Risk Management, Customer Relations, Process Improvement, Excel, Credit Analysis, Loans, Credit Risk, Word, Banking, Financial Analysis, Microsoft Word, Loss Mitigation, Financial Risk, Customer Service, Financial Modeling, Loan Origination, Consumer Lending, Portfolio Management, Finance, Mortgage Lending, Microsoft Excel, Financial Services
Education
Sam Houston State University 2010 — 2012
MBA, Finance
University of Houston 1988 — 1991
B.S., Political Science
IntegriDATA Business & Technology Solutions, LLC September 2005 - Present
Citigroup April 2000 - September 2005
Keane 1987 - 2000
Citibank 1985 - 1987
EF Hutton 1983 - 1985
Manufacturers Hanover Trust 1981 - 1983
mht 1981 - 1983
Education
Saint Michael's College 1977 — 1981
Monsignor Farrell High School 1973 — 1977
Diploma
St Margaret Mary 1965 — 1973
TimePayment Corp. February 2015 - Present
LEAF Commercial Capital, Inc. December 2011 - October 2014
CIT Vendor Finance October 2010 - December 2011
Textron Financial December 2007 - February 2010
CIT 2007 - 2008
Citigroup 2001 - 2007
Citigroup - CitiCapital 2001 - 2007
AMERICAN EQUIPMENT LEASING 1997 - 2001
Skills
New Business Development, Portfolio Management, Forecasting, Management, Sales, Strategy, Sales Management, Risk Management, Leadership, Salesforce.com, Asset Management, Executive Management, Negotiation, Asset Managment, CRM, Strategic Planning, Selling, Product Development, Pricing, Finance, Credit, Account Management, Strategic Financial..., Budgets, Enterprise Software, Credit Risk, Project Planning
Education
Saint Joseph's University 1992 — 1993
MBA, Business
Novartis April 2013 - Present
Alcon, a Novartis company April 2013 - December 2013
Bank of America February 2012 - April 2013
Citigroup January 2010 - December 2011
Citigroup January 2009 - December 2011
Citigroup November 2008 - December 2011
Citigroup November 2007 - December 2011
Dell May 2005 - October 2007
Dell May 2005 - October 2007
USAA through TekSystems July 2004 - May 2005
Skills
ITIL, Program Management, Network Access Control..., Cross-functional Team..., Project Portfolio..., Project Management, Configuration Management, Disaster Recovery, Change Management, Cisco ISE, ForeScout's CounterACT, Network Infrastructure, Information Security..., Network Architecture, Cisco Technologies, MS Project, Enterprise Risk..., IBM Mainframe, AIX, VMware, Linux, Firewalls, Remote Technology..., Software Project..., SDLC, Business Communications, Critical Path Analysis, Virtual Project..., Team Leadership, Cisco, Distributed Systems, PMI, Certified Project..., Dell PowerEdge Servers, Professional Services, Manufacturing, Cost Management, Inventory Management, CMM, Network Design, Government, Global Logistics, Banking, Insurance, Supply Chain Management, Project Implementation, Energy, Healthcare, Planview, CA Clarity
Education
University of Phoenix
Information Technology
The George Washington University
Project Management
San Antonio College
Business
Bandera ISD
Citigroup April 2009 - Present
DNS Electronics June 1994 - March 2008
DNS Electronics March 1999 - March 2006
DNS Electronics June 1994 - March 1999
Education
Vermont Technical College 1985 — 1988
Associates in Electrical-Electronics Engineering
University of Vermont 1989 — 1990
Computer Programming
San Diego State University-California State University 2008 — 2008
CCNA Bootcamp
Citigroup February 2013 - Present
Bank of America (US Trust + Merrill Lynch June 2005 - February 2013
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments, High Net Worth...
Education
San Diego State University-California State University 2003 — 2005
BA, Economics
USD 2011 - 2013
WaMu February 2007 - October 2007
Citigroup 2002 - 2007
Skills
Financial Modeling, Equities, Banking, Portfolio Management, Corporate Finance, Investments, Investment Banking, Management, Financial Analysis, Valuation, Venture Capital
Education
University of San Diego
MBA
Guanghua School of Management
IBI
San Diego State University-California State University
San Jose State University
B.A.
pku
Arden Realty, Inc., a GE Real Estate company September 2011 - July 2013
General Electric November 2009 - May 2011
Gartner January 2004 - January 2009
Citigroup February 1996 - January 2003
Oracle July 1994 - January 1996
Skills
Six Sigma Black Belt, Program Management, Project Management, Product Development, Training, Workshop Facilitation, Process Improvement, Strategic Planning, Vendor Management, Change Management, Team Building, Cross-functional Team..., Leadership, Management, Strategy, Sales, Business Development, Marketing, CRM, Business Strategy, Product Management, Management Consulting
Education
San Francisco State University
Bachelor of Arts
Pivotal Labs September 2014 - Present
Pivotal Labs June 2014 - September 2014
Luxr Incorporated August 2010 - June 2014
Tat Wong Kung Fu Academy West Portal May 2010 - July 2011
BookTour.com May 2010 - October 2010
20x200 Jen Bekman Projects, Inc. March 2009 - March 2010
Kapor Enterprises Inc September 2008 - March 2009
Startups.com June 2000 - February 2001
Citigroup January 2000 - June 2000
Citigroup April 1997 - January 2000
Skills
Vendor Management, Event Management, Customer Service, Project Management, Product Development, Start-ups, Business Development, Product Management, Research, Operations Management, Strategic Planning, Project Planning, Entrepreneurship, Management, Strategy
Education
San Francisco State University 2004 — 2008
MA, Linguistics
University of Minnesota-Twin Cities 1990 — 1995
BA, Germanic Linguistics
Stone Coast Fund Services October 2013 - Present
Stone Coast Fund Services September 2011 - October 2013
Stone Coast Fund Services October 2009 - September 2011
Stone Coast Fund Services June 2007 - September 2009
Citigroup March 2006 - May 2007
Citigroup August 2005 - March 2006
Maine Aviation Corporation April 2004 - September 2005
Berry Dunn McNeil & Parker December 2003 - April 2004
Skills
Hedge Funds, Fund Administration, Alternative Investments, Financial Reporting, Equities, Bloomberg, Fund Accounting, Accounting, Asset Management, Hedge Accounting, Account Reconciliation, Microsoft Excel, Fund Of Funds, Derivatives, Bloomberg Terminal, General Ledger, Fixed Income, Securities, Management, Financial Services, Investments, Reuters 3000, Microsoft Word, Microsoft Office, SSAE 16, SAS70, Onshore Hedge Funds, Offshore Hedge Funds, Management Fee..., Master Feeder Funds, Mini-Master Funds, Series Share Accounting, Series Rollups, Contract Notes, Investor Statements, Relationship Management, Department Management, UAT Coordination, Balance Sheet, Income Statement, Financial Statements, Form PF, Performance Incentive..., High Water Mark, Loss Carry Forwards
Education
St. Joseph's College (ME) 2001 — 2004
Bachelor of Science (B.S.), Accounting
Citigroup 2010 - Present
Citigroup 2008 - 2010
Polaris Software Lab 2007 - 2008
Patni Computer Systems 2003 - 2007
Skills
SDLC, Software Project..., Software Quality..., CMMI, Software Development, C#, Agile Methodologies, Requirements Analysis, SOA, Web Services, Requirements Gathering, Testing, Unix, Data Warehousing
Education
Sardar Patel University
Master of Computer Application, Computer Science
Sardar Patel University
Bachelor of Engineering, Electrical Engineering
Vanguard June 2013 - Present
The Vanguard Group August 2010 - June 2013
Vanguard January 2009 - August 2010
The Vanguard Group February 2004 - January 2009
Citigroup December 1997 - February 2004
Dow Jones April 1994 - December 1997
Germantown Saving Bank February 1987 - April 1994
Skills
Risk Management, Disaster Recovery, IT Audit, SDLC, Auditing, Business Analysis, Enterprise Risk..., Financial Risk, Information Technology, IT Risk Management, IT Management, Financial Services, Business Continuity
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (BS), Management Information Systems
Mitch Stuart, Inc. February 2010 - Present
ad communications group llc July 2008 - Present
Citigroup February 2006 - July 2008
Argent Mortgage Company January 2001 - February 2006
ACC Financial Services January 1998 - January 2001
Altour 1996 - 1998
Skills
Brand Management, Public Relations, Marketing Strategy, Integrated Marketing, Advertising, Brand Development, Leadership, Strategic Partnerships, Marketing Management, Direct Marketing, Strategic Planning, Sales Operations, Start-ups, Marketing Communications, Marketing, Fundraising, Competitive Analysis, Event Planning, Business Planning, Press Releases, B2B, New Business Development, Social Media Marketing, Nonprofits, Business Strategy, Sales, Email Marketing, Creative Direction
Education
Santa Monica College
University of California, Los Angeles (UCLA)
Certificate, Retail Business Management
3PAS - Third Party Credentialing and Risk Assessment Services August 2015 - Present
Guard-Systems, Inc. 2015 - August 2015
Command Security Corporation 2013 - 2015
Securitas Security Services USA, Inc. 2010 - 2013
TJX 2008 - 2010
Citigroup 2000 - 2008
Skills
Professional Selling..., Contract Negotiation, Safety, Physical Security, Security Management, Security Operations, Security Awareness, Risk Management, Security Analysis, Security Audits, Security Systems..., Corporate Security, Business Development, Emergency Management, Public Safety, CCTV, Physical Access Control, Workplace Safety, Retail Security, HOA Security, C-TPAT, Solution Selling, Business Networking, Non-profit Volunteer, Customer-focused Service, Sales Process, Operations Management, Leadership, Logistics, Team Building, Theft Prevention, Loss Prevention, Sales Operations, B2B, Cold Calling, Sales, Management, Direct Sales, Sales Management, Security, Selling Skills, Freight, Time Management, Transportation, Risk Assessment, Retail, Credibility, Access Control, Team Leadership, Hiring
Education
Concordia College 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Accounting
Santa Ana College 2000 — 2002
Business Administration
Citi March 2015 - Present
Citi July 2013 - March 2015
Citigroup February 2011 - June 2013
CMS Companies July 2008 - February 2011
Skills
Recruiting, Management, Human Resources, Leadership, Interviews, Team Building, Marketing, Personnel Management, Strategy, Time Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
B.S., Marketing
Owner of My Precious Cleaning Service December 2001 - Present
Tuxedo Junction January 2008 - May 2008
Career Point College April 2008 - April 2008
Nationwide Insurance December 2006 - January 2007
Citigroup October 2006 - November 2006
Carmella's daycare and learning center April 2006 - July 2006
Skills
Data Entry, Customer Service, Microsoft Excel, Sales, Proofreading, Research, Sales Management, Marketing, Pressure Washing, Retail, Training, Negotiation, Bookkeeping, Microsoft Office, Time Management, Childcare
Education
career point college 2007 — 2009
pc technician
San Antonio College 2005 — 2005
graphic art/basics
San Antonio College 2005 — 2005
southmost at brownsville 1990 — 1991
basics
South most College
Firstrust Bank February 2015 - Present
Citigroup December 2001 - Present
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Legacy Planning Partners 2009 - 2011
Principal Financial Group 2001 - 2004
Chase Manhattan Corporation January 1994 - December 2001
The Chase Manhattan Bank January 1990 - September 2001
Skills
Series 7, Mortgage Lending, Strategy, Business Development, Banking, Loans, Credit, Finance, Financial Services
Education
Saint Joseph's University 1984 — 1988
Bachelor of Science, Marketing
Bishop Kenrick
Abt SRBI August 2013 - Present
InfusionPoints May 2012 - July 2013
ALM (Dept of Labor) January 2004 - June 2012
BG Consulting/ALM/Dept of Labor April 2011 - August 2011
Abt Associates March 2010 - April 2011
Manpower Professional August 2008 - March 2010
ALTA ITS September 2007 - September 2008
Alta ITS 2007 - August 2008
CitiGroup May 2006 - September 2007
CitiCorp May 2006 - August 2007
Skills
CISSP, Information Security..., Security Management, Policy, Leadership, Security, Management, SharePoint, SDLC, Proposal Writing, Vendor Management, Training, Recruiting, Human Resources, Risk Management, Project Management, Information Technology, Government, Consulting, Software Documentation, Applicant Tracking..., Compliance, Computer Security, Networking, IT Strategy, Information Security, Information Security..., Information Assurance, Network Security
Education
University of Maryland University College
Masters of Science, Cybersecurity Policy
Salisbury University
BS, Management Information Systems, General
quince orchard 1987 — 1995
Citi August 2010 - Present
Citigroup February 2007 - February 2010
Brasil Telecom February 2002 - February 2006
Skills
Business Analysis, Financial Analysis, Financial Services, Banking, Risk Management, Capital Markets, Derivatives, Process Improvement, Equities, Fixed Income, Investment Banking, Portfolio Management, Finance, Business Strategy
Education
Saint Leo University 2010 — 2015
Master of Business Administration (MBA), MBA
Siemens Energy January 2012 - Present
Siemens Energy May 2008 - January 2012
Citigroup October 2005 - March 2006
Dade City Business Center May 2005 - October 2005
Self Employed March 2001 - February 2005
Skills
Information Security..., Computer Security, Cyber-security, Troubleshooting, Vulnerability Assessment, Automation, Engineering, NERC, Network Engineering, Commissioning, PLC, SCADA, DCS, Control Systems Design, Project Management, Power Generation, Product Development, Manufacturing, Penetration Testing, Project Engineering, Instrumentation, Solution Architecture, Test Automation, Solution Implementation, Technical Leadership, Fiber Optics, SPPA-T3000, Nessus
Education
Saint Leo University 2015 — 2017
Master of Science, Cyber Security
Saint Leo University 2006 — 2008
Master's, MBA with Information Security Management Concentration
Saint Leo University 2002 — 2005
Bachelor's, Computer Information Systems
Secure Ninja 2013 — 2013
Boot Camp, CISSP, 40 Hours Completed
CompTia 2011 — 2011
Certification, Security +
MatrikonOPC 2010 — 2010
Certification, OPC Communication
Global Knowledge 2009 — 2009
Certification, Cisco
NXTLoan First American Mortgage Trust 2013 - Present
Spencer Bank 2012 - 2013
Citi 2011 - 2012
Wells Fargo March 2005 - 2010
Citigroup 2000 - 2005
Bank of America 1999 - 2000
Skills
Team Building, Leadership, Refinance, Sales, Sales Management, Loans, Mortgage Lending, Selling, New Business Development, Credit, Mortgage Banking, Customer Satisfaction, Banking, Residential Mortgages, Loan Origination, FHA financing, FHA, USDA, Underwriting, Credit Analysis, VA loans, Reverse Mortgages, Loss Mitigation, Mortgage Underwriting, Consumer Lending, Loan Servicing, Commercial Lending, Investments, Construction Loans, Commercial Mortgages, Small Business Lending, Real Estate Financing
Education
Saint Joseph's University 1989 — 1993
Artech Information Systems August 2014 - February 2015
Adecco Staffing, USA August 2013 - October 2013
Fujifilm Medical Systems USA, Inc July 2008 - July 2013
TEKsystems September 2007 - July 2008
Vicom Staffing May 2007 - June 2007
Citigroup August 2006 - December 2006
AMEN LLC dba AMEN Technical January 2004 - June 2006
SanDisk August 1999 - November 2003
Adecco Staffing, USA November 1997 - July 1999
Beeline Group July 1997 - October 1997
Skills
Troubleshooting, Software Documentation, Technical Support, Network Administration, Operating Systems, Networking, Vendor Management, CRM, Data Center, Windows Server, Security, TCP/IP, Integration, Project Management, Project Coordination, Customer Support, Servers, Help Desk Support, Training, Information Systems, Agile Methodologies, Desktop Support, System Administration, Change Management, Engineering Change..., Process Management, Management
Education
Villanova University
Masters Certificate in Project Management, Project Management
University of San Francisco
Bachelors of Science, Information Systems
San Jose City College
Associate Arts, Business Administration
Black Knight Financial Services October 2013 - Present
Nationstar Mortgage April 2013 - October 2013
Citigroup 2003 - 2013
U.S. District Court 2002 - 2003
St. Louis University 2001 - 2003
Andersen Consulting 1998 - 2001
Skills
Project Management, Management, Risk Management, Banking, Business Analysis, Portfolio Management, SDLC, Financial Services, Vendor Management, PMO, Relationship Management, Project Portfolio..., Process Improvement, Capital Markets, Financial Risk, Retail Banking, Mortgage Lending, Business Development, Outsourcing, Business Process...
Education
Webster University 2009 — 2012
Master of Business Administration
Saint Louis University 2001 — 2003
Doctoral Fellowship in Public Policy Studies
Southern Illinois University, Edwardsville 1996 — 1997
Master of Public Administration
FDIC 2010 - Present
Saxon Mortgage 2010 - 2010
Beal Bank - MGC Mortgage 2009 - 2010
Lehman Brothers 2006 - 2009
CitiFinancial International - Citigroup 1986 - 2006
Citigroup 1986 - 2006
Associates First Capital 1986 - 2000
Skills
Business Development, Loss Mitigation, Banking, Leadership, Credit, Loans, Due Diligence, Portfolio Management, Financial Services, Credit Risk, Financial Modeling, Management, Start-ups, Risk Management, Business Process..., Financial Risk, Asset Managment, Mortgage Banking, Program Management, Finance, Loan Origination, Collections, Operations Management, Asset Management, Consumer Lending, Structured Finance, Business Planning, Mergers & Acquisitions, Strategic Planning, Underwriting, Mortgage Lending, Investments, Performance Management, Executive Management, Change Management, Process Improvement, Credit Analysis, Financial Analysis, Strategy, Relationship Management, Loan Servicing
Education
Sam Houston State University 1982 — 1986
BBA, Business Management
George Mason University - School of Business
Contract Management
New York Life Investment Management July 2014 - Present
Pulse Capital Partners, LLC March 2011 - July 2014
Santander October 2008 - March 2011
Citigroup October 2006 - October 2008
Hewlett-Packard Laboratories March 2003 - October 2006
Intel March 2000 - March 2003
CNRS (National Center for Scientific Research), Paris October 1995 - February 2000
Skills
Hedge Funds, Portfolio Management, Fixed Income, Equities, Capital Markets, Asset Managment, Alternative Investments, Valuation, Financial Modeling, Investments, High Performance..., Derivatives
Education
Santa Clara University 2005 — 2008
MBA (hired before graduation), Finance concentration
San Jose State College of Business 2005 — 2005
Student, Finance
University of Paris 1992 — 1995
Ph.D., Computer Science
ENSAM (Ecole Nationale Superieure d'Arts et Metiers) 1987 — 1990
Engineering Degree
Service Corporation International ( SCI ) October 2008 - Present
Empyrean Benefit Solutions August 2006 - September 2008
ChaseCom February 2004 - July 2006
Citigroup 1997 - 2004
Skills
Process Improvement, Strategic Planning, Customer Service, Team Building, Call Center
Education
Sam Houston State University 1991 — 1996
Bachelor Business Administration, Business (Finance)
Cisco Junior College
transferred, Communications
Hearne High School
Deutsche Bank Securities July 2012 - April 2015
Deutsche Bank Securities June 2011 - August 2011
MergerTech Advisors January 2011 - May 2011
Chicago Analytic Trading Company June 2010 - December 2010
Citigroup July 2009 - September 2009
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Dual-Degree
Coldwell Banker Residential Brokerage November 2010 - Present
Citigroup September 1988 - October 2007
Skills
Real Estate, First Time Home Buyers, Short Sales, Foreclosures, Sales, Sellers, SFR, Real Property, Rentals, Referrals, Residential Homes, Relocation, Property, New Home Sales, Negotiation, ABR, Buyers, Townhomes, FHA, Real Estate Transactions, Commercial Real Estate, Single Family Homes, Condos, Buyer Representation, Listings, REO, Investment Properties
Education
Cathedral High School 1983 — 1987
St. Peter's College
Performensation Consulting September 2006 - Present
Equity Compensation Experts 2008 - Present
Barclays Global Investors 2007 - 2008
AST Equity Plan Solutions 2007 - 2007
Buck Consultants 2006 - 2006
Smith Barney / Citigroup 2000 - 2006
Citi Smith Barney 2000 - 2006
AST StockPlan 1994 - 2006
Smith Barney 2000 - 2005
Citigroup 2000 - 2005
Skills
Executive Pay, Strategy, Mergers & Acquisitions, Start-ups, Equities, Incentive Programs, Leadership, Management, Performance Management, Employee Benefits, Consulting, Strategic Planning, Personnel Management, Stocks, Compensation & Benefit, Talent Management, Business Planning, Options, Management Consulting, Training, Employee Engagement, Equity Compensation, Executive Compensation, Incentives, Analysis, Stock Administration..., Shares, Internal Communications, HRIS, Program Management, Equity Compensation..., Financial Reporting, Organizational..., Variable/Performance..., Keynote Speaker, Compensation, Bonus, Pay, Salary, Acquisition Integration, RFP, Corporate Communications, Salary Structures, Stock, Human Capital Management, HR Strategy, Alignment, IPO, Problem Solving, Organizational Design
Education
San Jose State University 1983 — 1987
Independence High School 1980 — 1983
Santa Clara University - Leavey School of Business
Certified Equity Professional
Gaming Company September 2011 - Present
Citigroup March 2011 - September 2011
Cybercon October 2007 - September 2011
MasterCard November 2005 - March 2011
Citigroup October 2002 - November 2005
MasterCard International November 1999 - October 2002
Sprint Paranet July 1998 - November 1999
BancTec Inc. October 1997 - July 1998
Skills
Network Security, Information Security, Security, Vulnerability Assessment, Penetration Testing, Application Security, PCI DSS, Information Security..., CISSP, Unix, Linux, VMware, Data Security, OWASP, Wireless, Vulnerability Management
Education
Saint Louis University
Bachelor of Science (B.S.)
eBay Inc June 2014 - Present
eBay Inc September 2013 - June 2014
PayPal September 2012 - September 2013
Direct Response Forum February 2012 - August 2013
eBay March 2007 - September 2012
AOL LLC April 2004 - October 2006
Advanta Corp May 2002 - April 2004
CITIGROUP January 2001 - April 2004
PRICE WATERHOUSE COOPERS, November 1999 - January 2001
CITIGROUP June 1997 - November 1999
Skills
Credit Cards, Budgeting, Lockbox, Payments, Payment Systems, Strategic Partnerships, Back Office, E-commerce, Payment Processing, Online Payments, Vendor Management, Business Strategy, Forecasting, Payment Solutions, Team Management, Direct Marketing, Operations Management, Credit Card Processing, Online Marketing, Marketing Strategy, contract negotiations, Global Payments, Payment Card Processing, E-payments, Relationship Management, Cards, E-business, Mobile Payments, Contract Negotiation, Analytics, Electronic Payments, Management, CRM, Merchant Services, Budgets, Cross-functional Team..., Financial Services, Project Management, Start-ups, Outsourcing, Leadership, Payment Industry, Debit Cards, Mobile Commerce, Management Consulting, P&L Management, Executive Management, Product Management, Fraud, Strategy
Education
Saint Leo University 1989 — 1993
BA, Business Management with minor in Military Science
Capital One Firewall EngineerCapital OneNovember 2013 - Present
Verizon Business at Capital One Bank October 2011 - Present
Citigroup December 2009 - July 2011
Citigroup December 2009 - July 2011
•PLANIT Technology Group (formerly Dataline) 2007 - 2010
PLANIT Technology Group (formerly Dataline) December 2006 - December 2009
AmeriCredit 2006 - 2006
Cingular Wireless 1996 - 2006
Bank of America 1999 - 2001
Cingular Wireless 1985 - 1992
Skills
Firewalls, Network Security, Security, VPN, Networking, Infrastructure, Disaster Recovery, Telecommunications, Information Security, ITIL, Troubleshooting, Data Center, CISSP, Computer Security, Information Security..., Virtualization, Enterprise Architecture, Cisco Technologies, IT Strategy, Project Management, Network Architecture, Vulnerability Assessment, DNS, Business Continuity, IT Management, Information Technology, Vulnerability Management, Penetration Testing, Checkpoint, PCI DSS, IT Operations, Incident Management, WAN, VMware
Education
Sam Houston State University 1982 — 1983
BBA, Business Administration and Management, General
Sam Houston State University 1980 — 1983
BBA, Management, Economics
Missouri Botanical Garden 2008 - Present
Citigroup 2005 - 2008
Citimortgage 2003 - 2005
Citimortgage 2001 - 2003
Health Partners of the Midwest, a joint venture of BJC Healthcare and Washington University 1998 - 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Leadership, Budgets, Employee Benefits, Human Resources, Strategy, Management, Recruiting, HR Policies, Training, Program Management, Executive Search, Personnel Management, Performance Management, Employee Engagement, HRIS, Temporary Placement, New Hire Orientations, Organizational..., Onboarding
Education
Saint Louis University
MBA, Business
University of Missouri-Columbia
Bachelor of Science in Business Administration
Bunge January 2014 - Present
Bunge February 2011 - Present
Bunge April 2008 - Present
Citigroup September 2002 - April 2008
Skills
Employee Relations, Onboarding, HRIS, Applicant Tracking..., Employee Benefits, Talent Management, Talent Acquisition, HR Policies, Performance Management, Succession Planning, College Recruiting, Workforce Planning, Human Resources, Labor Relations, New Hire Orientations, FMLA, Taleo, Employee Engagement, Job Descriptions, Compensation & Benefit, ADP Payroll, Personnel Management, Compensation & Benefits
Education
Saint Louis University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
MasterCard January 2015 - Present
MasterCard February 2012 - Present
MasterCard November 2008 - February 2012
St. Louis Metropolitan Sewer District October 2006 - November 2008
Citigroup 2001 - 2006
Skills
Agile Methodologies, Business Analysis, Databases, Integration, Payment Systems, Project Management, Requirements Gathering, SQL
Education
Saint Louis University 1998 — 2002
JPMorgan Chase December 2007 - Present
Citigroup 1989 - 2007
Citi 1989 - 2007
Citibank 1989 - 2007
Skills
Securities
Education
Saint Peter's University 1976 — 1980
BS, Accounting
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Brown Brother Harriman September 2010 - Present
Bloomberg March 2010 - August 2010
Real Networks January 2009 - February 2010
J & J February 2008 - January 2009
CitiGroup 2007 - 2007
Bunge Global 2006 - 2007
JPMorgan Chase 1999 - 2005
Rolta India Limited 1989 - 1990
Rolta India Limited 1989 - 1990
Rolta India Limited 1989 - 1990
Skills
ETL, SQL, Data Warehousing, PL/SQL, SDLC, Unix, Oracle, Toad, SQL Tuning
Education
Indian Merchant Chambers 1984 — 1986
PG Diploma, Business Management
Sardar Patel University 1980 — 1981
PG Diploma, Computer Science
Sardar Patel University 1977 — 1981
Physics
Sardar Patel University 1976 — 1980
BS, Physics
Bank of America May 2012 - Present
Citigroup April 2008 - May 2012
Citi April 2005 - March 2007
EDS 2000 - 2002
Perot Systems 1997 - 2000
EDS 1980 - 1996
Skills
Program Management, IT Strategy, Vendor Management, SDLC, Business Analysis, PMO, Project Portfolio..., Process Improvement
Education
Santa Fe University of Art and Design 1976 — 1980
BA, English
JPMorgan Chase July 2007 - Present
Student Lending & Consolidations January 2006 - July 2006
Mortgage Investors Corporation June 2001 - January 2006
Citigroup 1998 - 2001
Education
University of Tampa 1987 — 1989
BS, Accounting
Saint Leo University 1985 — 1987
AA, Accounting
Fleetcor August 2005 - Present
CitiGroup 1982 - 2006
Skills
Operations Management, Credit Cards, Banking, Strategic Planning, Financial Analysis, Financial Modeling, Customer Service, Change Management, Credit, Financial Risk, Credit Risk, Financial Services, Mergers & Acquisitions
Education
St. Mary's College of California 1982 — 1986
Bachelor of Business Administration (B.B.A.), Economics
Edward Jones February 2015 - Present
Citibank March 2012 - January 2015
Citigroup August 2003 - March 2012
CitiMortgage 2007 - 2009
Intel 1993 - 2000
Skills
Segmentation, Credit Cards, Financial Services, Relationship Management, Direct Marketing, Marketing Strategy, Analytics, Competitive Analysis, Marketing Management, Customer Acquisition, Product Management, Portfolio Management, Marketing Communications, Database Marketing, Market Research, Loyalty Marketing, Banking, Business Strategy, Digital Marketing, Marketing, Advertising, Brand Management, Integrated Marketing, B2B Marketing
Education
Saint Louis University 1986 — 1990
Bachelor of Science (BS), Marketing
Citigroup September 2007 - Present
AIG February 2005 - September 2007
Goldman, Sachs & Co. 1990 - 2001
Education
Saint Peter's University 1997 — 1999
M. Kopernik HS in Tarnobrzeg
Stroock & Stroock & Lavan LLP July 2015 - Present
Barclay Damon, LLP October 2011 - Present
BK Consulting 2009 - September 2011
Fragomen, Del Rey, Bernsen & Loewy 2007 - 2009
DLA Piper 2005 - 2007
Holland & Knight LLP 2003 - 2005
Citigroup 1996 - 2003
Skills
Marketing Communications, Press Releases, Marketing Strategy, CRM, Business Development, Strategy, Public Speaking, Market Research, Marketing, Business Planning, Public Relations, Management, Media Relations, Proposal Writing
Education
Saint Peter's University
Marketing Management, Marketing
Tata Consultancy Services October 1999 - May 2008
Citigroup 2006 - 2007
Education
Sardar Patel University 1995 — 1999
VTL associates November 2004 - Present
Citigroup 1984 - 2004
philadelphia police department October 1972 - November 1984
Skills
Mutual Funds, Wealth Management, Series 63, Trading, Fixed Income, Securities, Series 24, Financial Markets, Series 7
Education
wharton CIMA program 1997 — 1997
Certified Investment Management Consultant, finance
Saint Joseph's University 1973 — 1979
Master of Business Administration (MBA), Accounting and Finance
Citigroup December 2005 - October 2013
Bank of America 1987 - 2004
Skills
Banking, Investments, Private Equity, Due Diligence, Loans, Capital Markets, Fixed Income, Portfolio Management, Treasury Management
Education
San Francisco State University, College of Business 1977 — 1983
North Coast Electric Director of Orgainizational DevelopmentNorth Coast ElectricDecember 2007 - Present
Zerion Group, LLC 2002 - 2007
Citigroup 1990 - 1998
Skills
Account Management, Purchasing, Sales Management, Sales, Team Building, Process Improvement, Project Management, Budgets, Operations Management
Education
University of Florida 1984 — 1988
Journalism and Broadcasting
Santa Fe Community College
Wells Fargo Advisors September 2015 - Present
Wells Fargo Advisors October 2013 - September 2015
Citi May 2011 - October 2013
Citigroup January 2008 - May 2011
Citi October 2006 - December 2007
Citi Home Equity 2000 - 2003
Skills
Business Process..., Project Planning, Account Management, Business Analysis, Visio, Operational Risk..., Risk Management, Management, Strategic Planning, Process Improvement, Financial Analysis, Program Management, Portfolio Management, Business Development, Forecasting, Strategy, Business Strategy, Loans, Credit, Vendor Management, Banking, Relationship Management, Critical Thinking
Education
Saint Louis University 1996 — 1998
EMIB, International Business
University of Missouri-Saint Louis 1987 — 1992
BSBA, Finance
Citigroup VPCiti2010 - Present
AIG 1999 - 2004
Education
Saint Petersburg State University 1980 — 1985
Citi September 2014 - Present
Citicards July 2010 - Present
Citigroup July 2008 - July 2010
VACO Financial January 2008 - July 2008
LifePath Hospice and Palliative Care April 2007 - December 2007
Lear Automotive November 2005 - April 2007
Quest Diagnostics October 2002 - November 2005
Wright, Walker & Company August 2001 - September 2002
Marriott Vacation Club International June 1998 - August 2001
Ernst & Young LLP February 1997 - April 1998
Skills
Process Improvement, Re-engineering, Six Sigma, Process Engineering, Outsourcing, Process Migration, Process Control, Internal Controls, Change Management, Organizational Change, Budget Development, Budgeting, Budget Management, Financial Modeling, Financial Control, Culture Change, Leading By Example, Leading Projects, Leading Change, Leading Cross..., PeopleSoft, Hyperion, Cognos, Team Leadership, Forecasting, Financial Reporting, Financial Analysis, SOX, Strategic Planning, Internal Audit, Management Consulting, Business Planning, Financial Accounting, P&L, Banking, Accounting, Compliance, Business Objects, General Ledger, Business Intelligence, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Vendor Management, Management, Budgets, Finance, Analysis, Business Process, Cross-functional Team...
Education
Saint Leo University 2004 — 2005
Masters, Business
Saint Leo University 1993 — 1998
BA, Accounting & Management
JP Morgan Chase June 2010 - Present
G-Cubed 2009 - May 2010
Citigroup October 1994 - October 2008
Salomon Brothers October 1994 - October 1998
Peace Corps September 1987 - December 1989
Skills
Active Directory, Servers, Unix, Network Administration, System Administration, Leadership, Technical Support, Hardware, Infrastructure, Software Installation, Budgets, Computer Security, SDLC, Disaster Recovery, Process Improvement, Vendor Management, Management, SharePoint
Education
University of Arizona 1991 — 1993
Formal graduate course work in Meteorology, Remote Sensing and Hydrology with researc
Saint Mary's University of Minnesota 1983 — 1987
Bachelor's Degree, Computer Science, Physics, minor in Math
Mt Carmel
PNC ManagerBridgeview Bank GroupNovember 2011 - January 2012
PNC September 2008 - November 2011
National City Corporation June 2005 - September 2008
Citigroup 2000 - 2005
Skills
Banking, Loans, New Business Development, Portfolio Management, Retail Banking, Relationship Management, Persuasive Presentations, Sales Management, Finance
Education
Saint Xavier University 2005 — 2007
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Citigroup December 2010 - Present
Citi 2013 - 2013
Citigroup March 2009 - December 2010
E*TRADE Financial January 2009 - March 2009
MetLife February 2007 - December 2008
MetLife February 2005 - February 2007
MetLife January 2004 - February 2005
MetLife May 2003 - January 2004
MetLife May 2002 - May 2003
Skills
Microsoft Office, PeopleSoft, People-oriented, Analytics, FARO, Recon+, Account Reconciliation, Crystal Reports, Microsoft Excel, Microsoft Word, PowerPoint, BARS, EDCS, Bottom Line, Camra, CSR/IDEAS, Powerplay, Wings, Fast Learner, FAST, Arms Control, Smartview, GARS, GIRS, Catalyst, Solar, TGL, GMIRO, FRS, Pearl, Optima, SQL, Oracle Applications, Communication Skills, Access, Balance Sheet, Accounting, Auditing, Financial Analysis, Internal Controls, Variance Analysis
Education
Saint Leo University 2006 — 2007
Master of Business Administration (MBA), Accounting, 3.7
University of South Florida 1999 — 2003
Heartland Payment Systems June 2008 - Present
Citigroup 2004 - 2008
Self Employed Management Consultant 1999 - 2008
Richfood Holdings 1997 - 1999
Education
Saint Joseph's University 1982 — 1985
MBA, Management/Marketing
Penta Industrial Corporation October 2010 - Present
Northwestern Mutual November 2009 - October 2010
OASIS Institute September 2009 - October 2009
Hi Definition Fitness February 2009 - September 2009
Citigroup 2006 - 2008
Citigroup 2005 - 2006
Citigroup 2005 - 2005
Skills
Business Analysis, Business Planning, Analysis, Sales, Process Improvement, Strategic Planning, Project Management, Risk Management, Financial Analysis, Business Strategy, Forecasting, Microsoft Excel, Data Analysis, Insurance, Business Development, Microsoft Office, Team Building, Investments, Team Leadership, Budgets, Customer Service
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA
Saint Louis University 1999 — 2001
B.A., Psychology
Citigroup 1996 - Present
CitiFinancial Auto 1996 - 2008
CitiFinancial Auto / Citigroup 1996 - 2008
HSBC - auto finance 2000 - 2002
fireside thrift and loan 1991 - 1995
Education
San Diego State University-California State University 1990 — 1994
Citi August 2013 - Present
Lyons Insurance & Financial Services Co January 2008 - Present
The Hartford Insurance Group June 2009 - August 2013
The Hartford September 2000 - January 2008
Citigroup November 1987 - August 2000
Skills
Human Resources, Process Improvement, Business Intelligence, PeopleSoft, Business Analysis, Business Process..., Business Process
Education
Saint Joseph's College 1979 — 1983
BS, Management
The Ohio State University
UBS March 2011 - May 2015
UBS February 2007 - February 2011
Citigroup July 2005 - February 2007
Citigroup January 2004 - June 2005
Citigroup July 2001 - December 2003
Skills
Creative Solutions, People Management, Management, Project Management, Derivatives, Equities, Fixed Income, Capital Markets, Securities, Hedge Funds, Analysis, Communication
Education
Sarah Lawrence College 1997 — 2001
Bachelor of Arts (B.A.), History
Bronxville High School 1996 — 1997
Lawrenceville School 1993 — 1996
American International School - Riyadh 1986 — 1993
Rushmore Loan Management Services, LLP March 2011 - Present
Marix Servicing April 2009 - April 2011
HSBC June 2008 - April 2009
HSBC September 2005 - June 2008
Citigroup September 1999 - August 2005
Citigroup Global Operations & Technology July 1998 - August 1999
Citigroup Mortgage Inc. March 1996 - May 1998
Citigroup Mortgage Inc. July 1994 - March 1996
Citigroup Mortgage Inc. May 1989 - July 1994
Citigroup Mortgage Inc. May 1987 - May 1989
Skills
Forecasting, Corporate Finance, Banking, Finance, Credit, Mergers, International Finance, Financial Analysis, Financial Modeling, Investments, Loans, Program Management, Executive Management, Team Leadership, Budgets, Analysis, Operations Management, Sarbanes-Oxley Act, Financial Services, Risk Management, Business Analysis, Leadership, Restructuring, Internal Audit, Management, Business Planning, Financial Reporting, Mergers & Acquisitions, Strategic Financial..., Strategy, Auditing, Financial Planning
Education
Widener University 1982 — 1986
MBA, Finance
Saint Joseph's University 1976 — 1980
BS, Accounting
Citigroup November 2006 - Present
Sutter Health 2004 - 2005
AT&T Mobility 1999 - 2003
PG&E 1996 - 1999
Skills
Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Talent Acquisition, Internet Recruiting, Talent Management, Temporary Placement, Sourcing, Employee Relations, Leadership, Taleo, Technical Recruiting, Executive Search, Interviews
Education
San Jose State University
BS
The Blackstone Group August 2008 - Present
KPCB December 2007 - August 2008
Citigroup June 2004 - December 2007
Goldman Sachs September 1999 - June 2004
Skills
Administrative..., Executive Support, Administrative..., Travel Arrangements, Office Management, Expenses, Microsoft Excel, Management, Outlook, Customer Service, Event Planning
Education
San Francisco State University 1990 — 1993
General
AJ Finello Consulting LLC June 2009 - Present
Fidelity Investments April 2012 - January 2013
Bank of America Merrill Lynch January 2011 - April 2012
Deutsche Bank May 2010 - October 2010
Citigroup November 2009 - March 2010
Deutsche Bank June 2009 - July 2009
Infiniti Information Services, Inc January 2004 - June 2009
Citigroup November 2007 - February 2008
Albridge Solutions, Inc. November 2006 - May 2007
Citigroup – Global Corporate Investment Banking (GCIB), NYC 2005 - 2006
Skills
Requirements Analysis, Data Modeling, Integration, Data Warehousing, Databases, ETL, Data Analysis, Visio, Data Quality, SDLC, Business Process, Business Intelligence, Leadership, Data Integration, Access, Fixed Income, Software Development, Analysis, Enterprise Architecture, Management, Data Management
Education
Saint Peter's University
BS Management, Business management, marketing, IT
Wells Fargo 2007 - Present
Wachovia Securities November 2005 - July 2007
Wachovia Securities February 2001 - October 2005
First Union National Bank June 1999 - January 2001
Citigroup January 1995 - April 1999
IDT September 1996 - January 1997
Skills
System Administration, Unix, Disaster Recovery, SharePoint, Networking, Data Center, Team Leadership, Visio, Cisco IOS, Solaris, Security, Network Engineering, Network Administration, Active Directory, Network Security, ITIL, Enterprise Architecture, Vendor Management, Business Continuity, Integration, Process Improvement, IT Operations, Network Architecture, SDLC, Program Management, Cisco Technologies, Firewalls
Education
Chubb Institute 1996 — 1996
Computer Sciance, Computer Sciance
Saint Peter's University 1994 — 1995
Associate, Political science
Fifth Third Bank August 2006 - Present
Citigroup May 2003 - August 2006
Lucent Technologies February 2001 - May 2003
Spherion June 1995 - February 2001
Southern Pacific Railroad 1993 - 1995
Suncoast Commercial Real Estate 1989 - 1993
Skills
Real Estate Development, Leases, Real Estate Transactions, Disposition, Real Estate, Residential Homes, Due Diligence, Relocation, Real Estate Economics, Location Intelligence, Lease Administration, Sellers, Apartments, Brokerage, Finance, Entitlements, Real Estate Financing, Asset Management, REO, Investors, Commercial Real Estate, Property Management, Corporate Real Estate, Buyer Representation, Loans, Mortgage Lending, Single Family Homes, Investment Properties, Asset Managment, Dispositions
Education
San Diego State University-California State University 1985 — 1988
Finance
Western Union April 2005 - Present
Citigroup 2000 - 2005
Skills
AML, Compliance, Enterprise Risk..., Security, Analysis, Financial Services, Leadership, Operational Risk, Policy, Databases, Fraud, Information Security, Risk Management, Internal Audit, Sarbanes-Oxley Act, Banking, Risk Assessment, Management
Education
Saint Leo University
University of South Florida
Nielsen, Haley & Abbott LLP May 2002 - Present
Citigroup May 1998 - January 2002
Colonial Williamsburg Foundation 1988 - 1990
Education
San Francisco State University 1995 — 1998
BS, Business Administration - Accounting
State Street August 2015 - Present
The Bank of New York Mellon February 2013 - May 2015
Wipro Technologies/Credit Suisse, Nomura Securities, Freelance January 2012 - February 2013
Citigroup April 2009 - October 2011
Bridgewater Associates February 2009 - April 2009
Moore Capital Management May 2005 - December 2008
Soros Funds Management LTD October 2002 - May 2005
Goldman Sachs July 2000 - January 2002
Citibank / Citigroup June 1994 - June 2000
Industrial Bank of Japan May 1990 - June 1994
Skills
Collateral Management, Operational Risk, Client Services, Process Engineering, Customer Relations, Derivatives, Settlements, Risk, ISDA, Fixed Income, Equities, Hedge Funds, CDS, Swaps, Capital Markets, Prime Brokerage, Financial Markets, Middle Office, FX, Trading Systems, Equity Derivatives, Back Office, Commodities, Credit Derivatives, Asset Management, Alternative Investments, Interest Rate..., Credit Risk, Risk Management, Operational Risk...
Education
Saint Peter's University 1984 — 1987
Bachelor of Science, Management/Marketing
Retired December 2014 - January 2015
Citigroup July 2009 - December 2014
Citibank 2009 - 2011
Citibank 2009 - 2011
Merrill Lynch March 1975 - January 2009
Not Applicable March 1975 - January 2009
Merrill Lynch March 1974 - January 2009
Merrill Lynch 1975 - 2009
Skills
Prime Brokerage
Education
Saint Peter's University 1970 — 1974
BS, Marketing Management
Marist High School
TIAA-CREF June 2011 - Present
Citigroup 2010 - March 2011
Charles Schwab 1999 - 2009
Charles Schwab 1995 - 1999
Fidelity Investments 1986 - 1995
Education
San Jose State University
Bachelor of Science, Business Finance
Citi October 2009 - September 2011
Citi July 2007 - October 2009
Citigroup July 2004 - April 2006
Skills
Banking, Customer Service, Employee Engagement, Executive Management, Management, Microsoft Office, Operations Management, Training, Vendor Management
Education
Salem State College 1999 — 2002
Bachelor of Arts, Graphic Design
United States International University 1996 — 1999
Bachelor of Science, International Business Administration
Caxton Associates LP September 2011 - Present
Perella Weinberg Partners January 2011 - September 2011
Nomura Asset Management 2006 - January 2011
Goldman Sachs 2003 - 2006
Citigroup 2002 - 2003
Citigroup Asset Management 2000 - 2002
The MONY Group 1997 - 1999
Education
Saint Peter's University 1999 — 2002
MBA, Management Information Systems
Stony Brook University 1992 — 1996
BA, Economics
CitiFinancial April 2002 - Present
Citigroup 2000 - Present
Citigroup 2000 - Present
Citigroup 2000 - Present
CitiFinancial October 2001 - April 2002
CitiFinancial July 1999 - October 2001
CitiFinancial July 1998 - July 1999
Education
San Jose State University 1982 — 1984
BS, Communications with Concentrations in Advertising and Physical Education
Wells Fargo Home Mortgage April 2011 - Present
Accenture October 2009 - Present
Citigroup April 2005 - February 2009
Citigroup January 2004 - April 2005
Citigroup October 1999 - January 2004
Skills
Management, Internal Audit, Financial Risk, Banking, Auditing, Process Improvement
Education
San Antonio College 1988 — 1990
General Studies
Citigroup November 2011 - Present
Skills
Banking, Financial Services, Portfolio Management, Wealth Management, Strategic Planning, Commercial Banking, Commercial Real Estate, Mortgage Lending, Customer Service, Small Business Lending, Series 63, Commercial Lending, Consumer Lending, Finance, Relationship Management, Small Business, Commercial Mortgages, Cash Management, Mortgage Banking, Underwriting, Cross Selling, Credit Risk, Series 7, Loan Origination, Mutual Funds, Investments, Risk Management, Strategic Financial..., Asset Management, Retirement Planning, Lines Of Credit, Real Estate, Funding, 401k, Financial Risk, Financial Structuring, Refinance, Financial Modeling, Investment Advisory, Equities
Education
San Diego State University-California State University
BA, Health Science
Kinecta Federal Credit Union 2009 - Present
Citigroup 2005 - 2008
ABN AMRO Bank N.V. 2002 - 2005
First Nationwide Mortgage Corp May 1996 - 2002
LB Property Management 1995 - 1996
Education
San Diego State University-California State University
Citi September 2014 - Present
JP Morgan May 2010 - September 2014
Citigroup June 2009 - May 2010
Merrill Lynch September 2007 - May 2009
Citigroup September 2000 - September 2007
AT&T January 1999 - September 2000
Skills
Business Analysis, Project Management, Financial Risk, PMP, Credit Risk, Fixed Income, Derivatives, Equities, Prime Brokerage, Trading Systems, Calypso, SDLC, Risk Management, Visio, Swaps, Credit Derivatives, Integration, Requirements Analysis, Analytics, Back Office, Trading, Testing, User Acceptance Testing, Management, Business Requirements, Software Development, Securities, Financial Markets, FX Options, Electronic Trading, Market Data, Financial Services, Commodity, Capital Markets, Reference Data, Settlement, Investment Banking, Hedge Funds, Portfolio Management, Structured Products, Software Project..., Sybase, Options, Market Risk, Interest Rate..., Unix, Banking, Requirements Gathering, Equity Derivatives, CRM
Education
Wake Forest University 1997 — 1998
MS, Computer Science
Salem College
BS, Chemistry/Math
Citigroup May 2007 - December 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2007
MS, Financial Services
JPMorgan Chase & Co. February 2013 - Present
Citigroup October 2006 - February 2013
Wells Fargo October 2001 - September 2006
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Mortgages, Commercial Banking, Mortgage Lending, Consumer Lending, Lines Of Credit, Loan Origination, Banking, Building Customer..., Retail Banking, Customer Satisfaction, Customer Service
Education
San Diego State University-California State University 2001 — 2006
BS - Business Admin, Marketing
Citigroup April 2011 - Present
Morgan Stanley June 2000 - March 2011
Skills
Middle Office, FX Options, Fixed Income, Equity Derivatives, Hedge Funds, Capital Markets, Credit Derivatives, Derivatives, Equities, Prime Brokerage, Rates, Securities, Trading Systems
Education
San Diego State University-California State University 1997 — 1999
MA, History
National Outdoor Leadership School 1994 — 1994
Semester in the Rockies
University of Iowa 1989 — 1993
San Francisco 49ers March 2015 - Present
KLA-Tencor November 2014 - March 2015
KLA-Tencor February 2014 - October 2014
KLA-Tencor August 2012 - February 2014
KLA-Tencor January 2008 - August 2012
Citigroup October 2006 - November 2006
SchoolCity Inc. 2004 - 2006
Skills
Financial Analysis, Corporate Finance, Corporate Budgeting, Investor Relations, Internal Audit, Sarbanes-Oxley Act, Analysis, Consolidation, Management, Cross-functional Team..., Financial Reporting, US GAAP, Strategy
Education
Santa Clara University 2005 — 2007
Bachelors of Science, Finance
Deloitte October 2014 - Present
BNY Mellon February 2013 - April 2014
Capco June 2012 - February 2013
HSBC September 2011 - May 2012
Mitsubishi UFJ Securities March 2011 - June 2011
Capco May 2008 - January 2011
City Practitioners May 2007 - May 2008
Citigroup December 2006 - March 2007
FDM Group May 2006 - November 2006
TTI Telecom February 2005 - April 2006
Skills
Business Requirements, Commodity, Credit Derivatives, Data Migration, FX Options, Derivatives, Equities, Fixed Income, Integration, Interest Rate..., Investment Banking, Market Data, Risk Management, Sybase, SQL, Unix
Education
Stevens Institute of Technology 1998 — 2001
Master of Science, Information Management
Saint Peter's University 1995 — 1998
BS, Computer Science
Merrill Lynch May 2014 - Present
Morgan Stanley July 2009 - May 2014
Citigroup September 2007 - July 2009
Education
Saint Peter's University
Citigroup November 2010 - Present
McLane Company August 1995 - March 2009
MCLANE COMPANY INC August 1995 - March 2009
Southwest Methodist Hospital May 1977 - August 1995
St Mary's University May 1971 - May 1977
Skills
COBOL, Java, JCL, DB2, Requirements Analysis, Security Entitlements
Education
San Antonio College 1981 — 1985
Associates, Application & System Design
EY July 2013 - Present
Citigroup July 2010 - August 2012
Capital One Bank 2007 - 2009
Wells Fargo 1980 - 2007
Skills
Banking, Portfolio Management, Credit, Loans, Financial Analysis, Credit Analysis, Credit Risk, Risk Management, Mortgage Lending, Financial Services, Financial Modeling, Retail Banking, Wealth Management, Commercial Banking, Commercial Lending, Strategic Planning, Business Strategy, Operations Management, IT Operations, Sales Operations
Education
Santa Clara University 1982 — 1984
MBA, Business, Management, Marketing, and Related Support Services
University of California, Davis 1978 — 1982
BS, Agricultural & Managerial Economics
Bank of New York Mellon 2007 - 2010
Data Industries 2005 - 2007
Citigroup 2003 - 2005
Skills
Program Management, USA PATRIOT Act, Cold Calling, Vendor Management, KYC, Securities, Banking, OFAC, Financial Services, AML, Equities, Hedge Funds, Financial Risk, Anti Money Laundering, Business Analysis, Microsoft Excel, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Marketing
Bank Mutual March 2000 - Present
CitiGroup March 1995 - May 1999
American Service Finance August 1986 - May 1992
Education
Santa Fe College
SourceMinds, LLC. May 2010 - Present
Citigroup February 2007 - April 2010
Hitachi Data Systems June 2003 - January 2007
Skills
Java, Oracle, Weblogic
Education
SFSU 1999 — 2003
B.S., Electrical
Citigroup March 1996 - Present
Skills
Equities, Fixed Income, Banking, Portfolio Management, Financial Services, Retail Banking, Relationship Management
Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration
AXA US September 2007 - Present
AXA US December 2004 - September 2007
Citigroup September 1999 - December 2004
Deutsche Bank (formerly Bankers Trust Co.) June 1998 - September 1999
Deutsche Bank (formerly Bankers Trust Co.) August 1997 - June 1998
Deutsche Bank (formerly Bankers Trust Co.) June 1996 - August 1997
Deutsche Bank (formerly Bankers Trust Co.) February 1994 - June 1996
Deutsche Bank (formerly Bankers Trust Co.) February 1993 - February 1994
Deutsche Bank (formerly Bankers Trust Co.) November 1990 - February 1993
Education
Saint Peter's University
Bachelor's degree, Accounting and Finance