Experience
Electrolux  February 2015 - Present
Wells Fargo  July 2014 - February 2015
We Energies  June 2010 - November 2014
Citigroup Global Markets   June 2004 - March 2009
Covenant Healthcare Systems   November 2002 - June 2004
NAI MLG Commercial  July 1999 - November 2002

Skills
Strategic Sourcing, Supply Chain, Access, Microsoft Excel, PeopleSoft, Microsoft Office, SAP, Procurement, Office Administration, Customer Service, Customer Oriented, Budget Monitoring, Office Management, Staff Supervision, Appointment Scheduling, Management, Space planning, Event Planning, Project Planning, Customer Support, IPO, Time Management, Supervisory Skills, Contract Negotiation, Compliance, Staffing Services, Background Checks, Drug Testing, Business Development, Process Improvement, Purchasing, Negotiation, Commodity Markets, Process Scheduler, Analysis, Administration, Vendor Management, Onboarding, Vendor Relationships, Materials Management, Supplier Diversity, Energy, Supplier Performance, Supply Chain Management, Operations Management, Logistics, Energy Markets, Outlook, E-procurement, eSourcing

Education
Concordia University-Wisconsin   2012 — 2015

Experience
ACM Investment Management, LLC   January 2011 - Present
AFAM Capital, Inc.   June 2013 - Present
Proximity Learning, Inc.   June 2011 - June 2012
Corkran Energy, LP   2008 - November 2011
Citigroup Global Markets   January 2000 - January 2008
Bankers Trust  1994 - 2000
Kidder Peabody  August 1991 - August 1993

Skills
Private Equity, Investment Banking, Capital Markets, Financial Modeling, LBO, Valuation, Alternative Investments, Hedge Funds, Equities, Mergers & Acquisitions, Alternative Assets, Due Diligence, Fixed Income, Corporate Finance, Finance, Financial Analysis

Education
University of Pennsylvania - The Wharton School   1993 — 1995
M.B.A., Finance and Accounting

Georgetown University   1987 — 1991
A.B., Economics

Experience
Citigroup Global Markets   June 2014 - Present
Self Employed  April 2014 - May 2014
Citigroup Global Markets   June 2013 - August 2013
Pion Capital   January 2012 - August 2012
JFP Holdings  June 2011 - August 2011
Environmental and Sustainable Technologies Laboratory   July 2009 - August 2010

Education
California Institute of Technology   2010 — 2014
Bachelor of Science with Honors

Washtenaw Community College   2009 — 2009

Oakland University   2007 — 2007

University of Michigan

Experience
A.C. Advisory, Inc.   2014 - Present
Fuqua School of Business  March 2011 - August 2013
Citigroup Global Markets   August 2012 - November 2012

Skills
Microsoft Excel, Microsoft Office, Entrepreneurship, PowerPoint, Research, Data Analysis, Microsoft Word, Matlab, Product Management, Product Development, Trading Strategies, Investment Strategies, FX Derivatives, Statistics, Predictive Modeling, Market Research, Finance, Portfolio Management, Economics, Analysis

Education
Duke University   2009 — 2014
Bachelor's Degree, Economics; Arts of the Moving Image

Experience
Allegiance Capital Corporation  May 2014 - Present
XAP Cap   June 2013 - Present
Silatech  June 2011 - May 2013
EFG Hermes Private Equity   November 2008 - May 2011
Citigroup Global Markets   August 2007 - August 2008
Qualcomm  June 2000 - December 2005
Philips Electronics  June 1998 - June 2000
Intel Corporation  March 1996 - June 1998
3M Company  June 1995 - March 1996
Pitney Bowes Inc  September 1993 - December 1993

Skills
Financial Modeling, Mergers & Acquisitions, Valuation, New Business Development, Business Strategy, Strategy, Mergers, Product Development, Negotiation, Management, Due Diligence, Start-ups, Competitive Analysis, Venture Capital, Corporate Finance, Business Planning, Business Development

Education
Columbia University - Columbia Business School   2006 — 2007
MBA, Finance & Management, 3.25

Cornell University   1991 — 1995
Bachelor of Science (BS), Electrical Engineering, 3.35

Hastings High School   1987 — 1991
High School Diploma, 3.7

Experience
CBIZ Valuation Group  August 2014 - Present
Waterview Advisors  June 2013 - August 2014
Schultz-Rosenberg Campus   April 2011 - June 2013
First Southwest Company  February 2008 - May 2009
Citigroup Global Markets   June 2000 - February 2008
Ernst & Young  November 1998 - June 2000
Pioneer Natural Resources Company  May 1998 - November 1998

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Mergers, Banking, Financial Structuring, Strategic Financial..., Risk Management, Finance, Business Valuation, Series 7, M&A experience, Investor Relations, Variance Analysis

Education
Southern Methodist University   2007 — 2009
M.B.A., Finance

Angelo State University   1996 — 1998
B.B.A., Accounting

West Texas A&M University   1989 — 1991

Experience
Investis  April 2015 - Present
Yext  January 2012 - April 2015
ThinkEquity Partners LLC   December 2007 - December 2012
Citigroup Global Markets   May 2005 - December 2007

Skills
Equities, Hedge Funds, Investments, Capital Markets, Corporate Finance, Due Diligence, Valuation, Mergers & Acquisitions, Bloomberg, Asset Managment, Fixed Income, Cloud Computing, Big Data, Enterprise Software, Sales Management, Mobile Technology, Corporate Events, SaaS, Business Development, Strategic Partnerships, Marketing

Education
Hamilton College   2001 — 2005
Bachelor of Arts, Economics

Experience
Charles River Associates  July 2013 - Present
Thomson Reuters  June 2010 - July 2013
Point Carbon  February 2008 - June 2010
Citigroup Global Markets   June 2004 - August 2004

Skills
Carbon, Energy, Energy Efficiency..., Renewable Energy, Due Diligence, Valuation, Risk Management, Business Strategy, Policy Analysis, Commodity Markets, Energy Regulation, Sustainability, NAMAs, Economics, Climate Change, Quantitative Analytics, Sustainable Business, Financial Modeling, Environmental Awareness, Emerging Markets, Commodity, Energy Efficiency, Market Analysis, Analytics

Education
Florida Atlantic University   2006 — 2007
Master of Sciences, Economics

Wirtschaftsuniversität Wien   2004 — 2004
N/A, Foreign Exchange Student

University of Illinois at Urbana-Champaign   2000 — 2004
Bachelor of Arts, International Studies

Experience
Credit Suisse  October 2014 - Present
Standard & Poor's   September 2010 - October 2014
Independent Consulting  February 2010 - August 2010
Macquarie Securities  July 2008 - December 2009
Citigroup Global Markets   April 2007 - March 2008
Moodys Investor Services  July 2004 - March 2007

Skills
Financial Modeling, Mortgage Underwriting, Internal Communications, Valuation, Securitization, CMBS, Debt, Underwriting, Asset Management, Financial Analysis, Excel, Credit Analysis, Capital Markets, Credit Risk, Risk Management, Investments, Data Analysis, Real Estate, PowerPoint, Analysis, Word, Research, Competitive Analysis, Microsoft Office, Structured Finance, Due Diligence, Equities, Credit, Equity Research, Hedge Funds, Finance, MBS, Commercial Real Estate, Financial Services, Loans

Education
Columbia University - Graduate School of Architecture, Planning and Preservation   2000 — 2003
Dual Masters, Real Estate Development, Historic Preservation

Franklin & Marshall College   1995 — 1999
BA, Art History, with emphasis in Architecture

Experience
Urban Airship  June 2015 - Present
MongoDB  June 2012 - June 2015
One Acre Fund  November 2007 - April 2010
Citi  August 2006 - April 2007
Citigroup Global Markets   June 2004 - June 2006

Skills
PHP, JavaScript, jQuery, Marketing Research, Strategic Planning, Marketing Strategy, Fundraising, Non-profits, Non-profit..., International..., Investment Banking, Financial Modeling, Research, Software Project..., Salesforce.com, 3D Printing, Inkscape, Entrepreneurship, Blogging, Ruby on Rails, Git, Business Strategy, Mergers & Acquisitions, Analytics, SEO, SEM, Online Advertising, Web Development, Strategy, Start-ups, Management, Marketing, Product Management, Online Marketing

Education
University of Pennsylvania - The Wharton School   2010 — 2012
MBA

Columbia University in the City of New York   2000 — 2004
BA (summa cum laude, Phi Beta Kappa)

University of Cambridge   2002 — 2003
None

Collegiate School   1988 — 2000

Experience
Citi Private Bank  August 2013 - Present
Citigroup Global Markets   January 2011 - August 2013
Law Debenture Trust   July 2008 - September 2010
The Bank of New York Mellon  October 2005 - July 2008
Citigroup  June 2000 - October 2005

Skills
Excel-Vlookups, IF statements, Pivot Tables, Essbase, Data Sort, Derivatives, Client Service, Customer Relations, Statements, Swaps, Bonds, MS Project, Microsoft Office, Visio, Fixed Income, Excel, Equities, Word, FX, PowerPoint, Customer Service, Structured Products, Negotiation, Outlook, Project Planning, FX Options, Financial Services, Banking, Microsoft Excel, Financial Statements, Financial Reporting

Education
University of Maryland   2010 — 2012
M.B.A, Finance

City University of New York City College   2000 — 2006
Bachelor of Arts (B.A.), Economics

Wolmer's Schools

Experience
Integraph Productions, LLC.   October 1996 - Present
Knights of Columbus  February 2012 - July 2015
Citigroup Global Markets   May 2010 - February 2012
Merck  February 2009 - May 2010
The McGraw Hill Companies  April 2008 - February 2009
Lehman Brothers  February 2005 - April 2008
Bank of America  January 2004 - February 2005

Skills
User Experience, Information Architecture, Front-end Development, User Interface, Web Development, Web Design, Intranet, Web 2.0, Graphic Design, User-centered Design, User Interface Design, Interaction Design, HTML5, CSS, jQuery, HTML, JavaScript, E-commerce, Prototyping, Accessibility, Dreamweaver, Web Applications, Wireframes, AJAX, Creative Direction, Front-end, InDesign, Photoshop, Usability, User Experience Design

Education
Fashion Institute of Technology   2014 — 2018
BFA, Graphic Design

Fashion Institute of Technology   1984 — 1998
BFA, Design

Experience
J.P. Morgan   May 2007 - Present
Cambridge Institute for Sustainability Leadership (CISL)   June 2013 - Present
US Army and Army Reserve   2002 - 2012
Citigroup Global Markets   April 2003 - August 2004

Education
University of Pennsylvania   2014 — 2017
Ed.D. Candidate, Executive Doctoral Program

University of Cambridge   2012 — 2014
Master of Studies (MSt), Sustainability Leadership, Awarded Distinction for Dissertation

Harvard Kennedy School of Government   2004 — 2008
Master of Public Administration (MPA)

Columbia University - Columbia Business School   2006 — 2008
Master of Business Administration (MBA)

The University of Glasgow   1999 — 2000
Master of Philosophy (MPhil), International Finance

Hofstra University   1996 — 1999
Bachelor of Arts (B.A.), Economics and Political Science, Cum Laude and High Honors in Political Science

Experience
Morgan Stanley  March 2015 - Present
Citigroup Global Markets   January 2013 - February 2015
Barclays Capital  May 2012 - August 2012

Skills
SQL, JavaScript, Oracle, Java, PL/SQL, C, XML, Databases, Data Mining, VBA, Statistics, Fixed Income, Eclipse

Education
Carnegie Mellon University   2011 — 2012
Master of Science (M.S.), Information Systems, 3.9/4.0

Tongji University   2007 — 2011
Bachelor's Degree, Management Information Systems, General

Experience
DSSD, a Division of EMC   February 2015 - Present
Symantec  2011 - February 2015
New Century Capital Partners  2009 - 2011
Cowen and Company, LLC  2006 - 2009
Merrill Lynch  2005 - 2006
Citigroup Global Markets   2003 - 2005
Robertson Stephens  1999 - 2002
Arthur Andersen Consulting  1997 - 1999

Skills
Strategy, Venture Capital, Mergers & Acquisitions, Business Development, Private Equity, Corporate Development, Valuation, Management, SaaS, Investment Banking, Enterprise Storage, Open Standards, Private Cloud, Sales Enablement

Education
Brown University
AB, cum laude, Organizational Behavior & Management, Political Science

Junipero Serra High School

Experience
CAPTRUST  2007 - Present
Citigroup Global Markets   2005 - 2007
Citigroup Global Markets   2004 - 2004
LarsonAllen  2000 - 2003
Wachovia Bank  1999 - 2000

Skills
Fixed Income, Corporate Finance, Trading, Asset Allocation, Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Series 63, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Investment Management

Education
Appalachian State University
BSBA

University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA

Experience
Citigroup Global Markets   June 2013 - Present
Audax Group  June 2012 - August 2012
Harvard Alumni Association  March 2010 - May 2012
Plymouth Rock Assurance  June 2011 - August 2011
A&E Television Networks  June 2010 - August 2010
A Bar A Ranch  May 2009 - August 2009
Forest Properties Management  September 2008 - December 2008
CITIC Capital  June 2008 - July 2008

Skills
Stata, Financial Modeling, Financial Analysis, Capital Markets

Education
Harvard College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Regent's College   2009 — 2009
Marketing, Statistics

St. Paul's School   2004 — 2008

Experience
Columbia Business School  September 2014 - September 2014
Columbia Business School  April 2013 - April 2013
Columbia Law School  February 2013 - February 2013
Fordham Law School  September 2012 - September 2012
Sagent Advisors  April 2005 - September 2008
Citigroup Global Markets   May 2001 - March 2005
Credit Suisse First Boston  November 2000 - March 2001
Donaldson, Lufkin & Jenrette   June 1997 - November 2000
The Bridgeford Group   1991 - 1997
Prudential Financial  1989 - 1991

Education
NYU Stern School of Business   1981 — 1984
MBA, Finance

Fordham University School of Law   1976 — 1979
JD

College of William & Mary   1972 — 1976
BBA, Accounting, Economics

Iona Preparatory School   1968 — 1972

Our Lady of Mt. Carmel   1961 — 1968

Experience
David Stark Design & Production  December 2011 - May 2012
Norton Rose LLP   October 2007 - September 2010
Citigroup Global Markets   August 2001 - August 2003

Skills
Due Diligence, Project Management, Securities Regulation, Securities Offerings, Rule 144, International Event..., Event Management, Corporate Law, Legal Research, Equity Capital Markets, International Capital..., Capital Markets, Regulation D, Mergers & Acquisitions, International Law, Joint Ventures, Legal Writing

Education
Georgetown University   2003 — 2007
Master of Public Policy

Georgetown University Law Center   2003 — 2007
Juris Doctor

University of South Carolina-Columbia   1997 — 2001
B.S., Finance and Business Economics

Experience
Citigroup Global Markets   July 2011 - Present
NASDAQ  2005 - 2011
Morgan Stanley  February 1998 - May 2005
Liberty Brokerage  1991 - 1998

Skills
Spanish Fluency, Portuguese Fluency, Series 7, Series 66, SMAs, Hedge Funds, Wealth Management, Alternative Investments, Mutual Funds, Offshore Investments, Chartered Financial..., Media, Writing, Macroeconomics, Investment Strategies, ETFs, Portfolio Management, Investment Advisory, Investment Management, Wealth Management..., Bloomberg Terminal, Equities, Investments, Financial Markets, Asset Management

Education
Georgetown University
BSFS

New York University
MBA

Other

Universidad de Sevilla

Experience
CamberLink   October 2012 - Present
Albright Solutions LLC   January 2012 - Present
Kroll Bond Rating Agency, Inc.   February 2012 - September 2012
The Carlyle Group  March 2006 - January 2012
Citigroup Global Markets   July 1995 - January 2006
TIAA-CREF  July 1986 - July 1995

Skills
Leveraged Finance, Structured Finance, Capital Markets, Private Equity, Investment Management, Team Leadership, Business Development, Investments, Asset Management, Private Placements, Banking, Corporate Finance, Due Diligence, Financial Structuring, Fixed Income, Project Finance, Financial Analysis, Investor Relations, Bonds, Loan Origination, Capital, Credit Analysis, Financial Advisory, Trading, Securities, Finance, Investment Banking, Portfolio Management, Investment Advisory, Valuation, Financial Modeling, Cash Management, Strategic Planning, LBO, Equities, Mutual Funds, Securitization, Mergers & Acquisitions, Financial Risk, Hedge Funds, Corporate Development, Mezzanine, Restructuring, Emerging Markets, Structured Products, Business Valuation, Alternative Investments, Funding, Strategy, Management

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA, Finance

Duke University   1978 — 1982
BA, Economics

Experience
The Gores Group  January 2013 - August 2015
Citigroup Global Markets   June 2010 - December 2012

Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investments, Venture Capital, Investor Relations, Bloomberg

Education
Dartmouth College
Bachelor of Arts, Government

Experience
Citigroup Global Markets   January 2013 - April 2015
Citigroup Global Markets   January 2005 - December 2012
Fox & Fowle Architects  January 1998 - June 2004

Skills
Real Estate, Asset Management, Real Estate Economics, Asset Managment, Architecture, Loan Origination, Loans, Commercial Lending, Restructuring, CMBS, Due Diligence, Loan Work-outs, Negotiation, Valuation

Education
New York University   2003 — 2005
MS, Real Estate Finance

Cornell University   1992 — 1997
Bachelor, Architecture

Experience
Warburg Pincus  August 2011 - Present
Comcast Interactive Media  June 2010 - August 2011
The Carlyle Group  August 2007 - November 2009
Citigroup Global Markets   2005 - 2007
The Coca-Cola Company  June 2004 - August 2004

Skills
Financial Modeling, Venture Capital, Private Equity, Corporate Development, Investment Banking, Due Diligence, Emerging Markets, Investments, Capital Markets, Entrepreneurship, Strategic Planning, M&A experience, Management Consulting, LBO, Start-ups, Corporate Finance, Business Valuation, Mergers, Restructuring, Competitive Analysis, Financial Analysis, Strategy, Valuation, Hedge Funds, Finance, Acquisition Integration, Portfolio Management, Business Strategy, Equity Research, Equities, Alternative Investments, Leveraged Finance, Bloomberg

Education
Harvard Business School   2009 — 2011
MBA

Duke University   2001 — 2005
BS, Economics, Computer Science

University of Oxford   2003 — 2004
Economics

Shady Side Academy   1997 — 2001
HS

Experience
Citadel LLC  September 2014 - Present
Barclays Capital  September 2007 - August 2014
Citigroup Global Markets   June 2003 - August 2007

Education
Carnegie Mellon University - Tepper School of Business   2005 — 2006
Certificate in Mathematics, Computational Finance

CFA
CFA Institute

Cornell University   2002 — 2003
M.S, Computer Science

University of Kerala
B.Tech, Electronics and Communication

Experience
TJM Brokerage   March 2015 - Present
Jefferies & Company  January 2013 - March 2015
Arlington Financial Services   July 2010 - January 2013
Sequential Capital Management   June 2009 - June 2010
R.J. O'Brien   1998 - 2010
Credit Suisse First Boston  March 1996 - April 1998
Laurel Asset Management   January 1995 - March 1996
Citigroup Global Markets   July 1992 - January 1995
Lehman Brothers  June 1985 - July 1992

Skills
Sales, Marketing, Capital Raising, Alternative Investments, Hedge Funds, Managed Futures, Options, Commodity, Trading, Trading Systems, Equities, Investment Strategies, Securities, Investments, Asset Managment, Hedging, Derivatives, Portfolio Management, Electronic Trading, Fixed Income

Education
Brandeis University   1975 — 1980
BA, History

Experience
Navigant  August 2015 - Present
North by South   November 2014 - Present
Navigant  June 2014 - July 2014
Choice Health Management Services, Inc.   2010 - 2013
Office of U.S. Representative Howard Coble   September 2012 - December 2012
Citigroup Global Markets   July 2012 - August 2012

Education
Georgetown University   2011 — 2015
Bachelor of Arts (BA), Economics

Greensboro Day School   2007 — 2011
High School Diploma

Experience
Stanley Black & Decker, Inc.   February 2013 - June 2015
Citigroup Global Markets   April 2000 - June 2011
CITIGROUP INC  January 2000 - January 2008
CIGNA Healthcare  January 1999 - January 2000
CIGNA Healthcare  January 1997 - January 1999

Skills
Social Networking, Relationship Marketing, Referrals, Team Building, Customer Service, Employee Relations, Personal Development, Social Media Marketing, Human Resources, Leadership, Management, Employee Benefits, Recruiting, Training, Performance Management, Marketing, Benefits Administration, Interviews, HR Policies, Talent Acquisition, Personnel Management, Employee Engagement, Succession Planning, New Hire Orientations, PeopleSoft, Temporary Placement, Payroll

Education
Hunter College   1997 — 2003
BA, Major Sociology/Minor Psychology

Borough of Manhattan Community College
Associate of Arts (AA), Business Administration and Management, General

Experience
Citigroup Global Markets   August 2011 - Present
Citigroup Global Markets   June 2010 - August 2011

Education
Arizona State University, W. P. Carey School of Business   2006 — 2010
Bachelor's Degree

Experience
The Blackstone Group  August 2008 - Present
Citigroup Global Markets   April 2004 - August 2008
Goldman, Sachs & Co.   April 1999 - March 2004
Lazard Freres & Co. LLC   February 1998 - April 1999
Wilson Sonsini Goodrich & Rosati  September 1994 - February 1998

Skills
Mergers & Acquisitions, Corporate Finance, Strategic Partnerships, Investment Banking, Valuation, Mergers, Investments, Capital Markets, Business Strategy, Venture Capital, Private Equity, Corporate Governance, Enterprise Software, Equities, IPO, Start-ups, Securities, Strategy, Corporate Development, Corporate Law, Investor Relations

Education
University of Pennsylvania Law School   1991 — 1994
JD

Cornell University   1986 — 1990
BS, Genetics

Experience
Vitaliti Wellness Inc.   2011 - Present
Emerging Growth Research   2009 - 2011
Nollenberger Capital Partners  2007 - 2008
Wells Fargo Securities  2005 - 2007
Pacific Growth Equities  2003 - 2005
Ashwood Capital Inc.   2001 - 2003
Citigroup Global Markets   2000 - 2001
JPMorgan Chase & Co.   1997 - 2000

Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Telecommunications, Equities, Corporate Finance, Strategic Development, Project Management &..., Business Development, Investment Banking, Market Research &..., Client Relationship..., Business Partnership..., Operations & Logistics..., Development and..., Operating Procedures..., Leading Teams &..., Marketing, Affiliate Partnerships..., Conflict Resolution, Effective Business..., Business Process..., Business Strategy, Solution Implementation, Corporate Development, Project Management, Logistics Management, Manage Client..., Operations Management, Strategic Partnerships, Business Partner..., Strategic Initiatives, CRM

Education
Georgetown University - The McDonough School of Business   1995 — 1997
Master of Business Administration (M.B.A.), Concentration in Corporate Finance

University of Oxford   1996 — 1996
International Management Graduate Business Program

The George Washington University   1992 — 1994
Master's Degree, Elliott School of International Affairs

University of California, Davis
Bachelor's Degree, Economics & Psychology, Minor in German

Henry M. Gunn Senior High School, Palo Alto CA

Experience
Kobrand Corporation  June 2008 - Present
Church & Dwight  May 2007 - August 2007
Citigroup Smith Barney  July 2004 - July 2006
Citigroup Global Markets   July 2002 - July 2004

Education
Columbia University - Columbia Business School   2006 — 2008
MBA, Marketing, Management

University of Pennsylvania - The Wharton School   1998 — 2002
BA and BS, Huntsman Program in International Studies & Business

Wine & Spirit Education Trust
DWS - Diploma in Wines & Spirits

Society of Wine Educators
CSW - Certified Specialist of Wine

Experience
Independent Consulting  August 2013 - Present
Bank of America Merrill Lynch  May 2010 - August 2013
UBS  August 2007 - December 2008
Independent Consulting  June 2004 - June 2006
Citigroup Global Markets   May 2003 - June 2004
Citigroup Global Markets   July 2001 - May 2003

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Real Estate, Mergers & Acquisitions, Real Estate Financing, Capital Markets, Valuation, DCF, LBO, IPO, Recapitalizations, Financial Forecasting, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Due Diligence, Finance, Bloomberg, Argus Modeling, Microsoft Excel, PowerPoint

Education
Columbia University in the City of New York   2005 — 2007
Master of International Affairs

New York University - Leonard N. Stern School of Business   1997 — 2001
BS

Experience
PepsiCo - Pepsi Beverages Company  January 2014 - Present
Nestlé Waters North America  April 2013 - January 2014
PepsiCo - Pepsi Beverages Company  June 2012 - March 2013
PepsiCo  July 2011 - June 2012
PepsiCo  July 2010 - June 2011
PepsiCo  June 2009 - August 2009
Stop Child Abuse Now of Northern Virginia   2006 - 2008
US Federal Government  2005 - 2008
Citigroup Global Markets   2004 - 2005

Skills
Cross-functional Team..., Strategic Financial..., Business Planning, Budgets, Financial Analysis, Forecasting, Marketing Strategy, Financial Modeling, Competitive Analysis, Budgeting, Business Strategy, Excel, Consumer Products, IRI, SAP/Oracle, Cash Flow, Financial Planning, Productivity Improvement, Capital Budgeting, Corporate Finance, Team Management, Process Improvement

Education
New York University - Leonard N. Stern School of Business   2008 — 2010
MBA, Finance, Strategy

Georgetown University   1998 — 2002
BS, International Economics

Experience
Cause Stories   July 2010 - Present
Safdar Analytics   September 2007 - 2010
Citigroup Global Markets   1997 - September 2007
Barker Pacific Group  1996 - 1997

Skills
Real Estate, Real Estate Finance, Financial Planning, Credit, Financial Analysis, Digital Media, Line Production, Web Editing, Real Estate Economics, Finance, Strategic Financial..., Mortgage Lending, Mergers & Acquisitions, Business Development, Due Diligence, Asset Management, Marketing, Line Producing, Investment Properties

Education
Harvard University   2003 — 2005
Doctorate, ABD, Urban Planning and Policy at the GSD

University of Southern California   1995 — 1997
MPL, Urban Planning

Columbia University in the City of New York   1986 — 1990
BA, Architecture and Math

Experience
EBL Advisory Services LLC   March 2009 - Present
Stern School of Business, New York University   September 2003 - Present
Lehman Brothers  July 2006 - November 2008
Citigroup Global Markets   February 1987 - June 2006
AT&T Communications  January 1978 - January 1987
Bell Laboratories  June 1969 - June 1978

Education
New York University   1972 — 1976
PhD, Economics, Finance

Cornell University
MS, Operations Research

City University of New York-Brooklyn College   1965 — 1969
BS, Mathematics

Experience
Lord Abbett  March 2011 - Present
MarketAxess  March 2009 - June 2011
Citigroup Global Markets   May 2007 - January 2009
Wellington Management Co, LLP   2002 - 2007

Education
Boston College   1997 — 2001
BS

Experience
Citigroup Global Markets   January 2013 - Present
Citigroup Global Markets   August 2009 - January 2013
Citigroup Global Markets   July 2006 - June 2009

Skills
Investment Banking, Deal Execution, Valuation, DCF, Capital Structure, Capital Markets, Capital IQ, Bloomberg, SNL, Financial Modeling, Corporate Finance, Equities, Fixed Income, M, Financial Structuring

Education
Boston College   2002 — 2006
Bachelor of Science (BSc), Accounting and Finance

Medway High School   1999 — 2002

Experience
Citigroup Global Markets   Managing DirectorSchroder Wertheim1990 - 2000
Wertheim Schroder & Co.   1990 - 2000

Skills
Venture Capital, Investment Banking, Capital Markets, Alternative Investments, Fixed Income, Private Equity, Start-ups, Valuation, Financial Modeling, Hedge Funds, Equities

Education
Harvard Business School   1988 — 1990
MBA

University of Pennsylvania   1981 — 1985
BS, Economics

Experience
Citigroup Global Markets   2004 - Present
JPMorgan  2001 - 2004

Education
Massachusetts Institute of Technology - Sloan School of Management   1999 — 2001

Massachusetts Institute of Technology   1990 — 1996
PhD, Engineering

Carnegie Mellon University   1986 — 1990
BS, Engineering

Experience
Citigroup Global Markets   August 1997 - Present

Skills
Equities, Hedge Funds, Securities, Capital Markets, Bloomberg, Derivatives, Trading, Series 7, Electronic Trading, Fixed Income, Equity Research

Education
Indiana University - Kelley School of Business   1995 — 1997
MBA

Bentley University
BS

Ecolint, The International School of Geneva

Experience
Citigroup Global Markets   consultantJPM Dallas2000 - 2000
JPM Dallas   2000 - 2000
Gruntal & Co.   1998 - 1999
Gruntal & Co.   1998 - 1999

Education
City University of New York-Brooklyn College   1993 — 1996

Experience
Mellmar Capital Limited   2014 - Present
RBC Capital Markets  2007 - 2014
Citigroup Global Markets   2004 - 2007
JP Morgan  1996 - 2000

Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equities, Emerging Markets, Portfolio Management, Asset Management, Business Strategy, New Business Development, Corporate Law, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Investments, Financial Structuring, Mergers, Infrastructure, Due Diligence

Education
University of Pennsylvania - The Lauder Institute   2001 — 2003

University of Pennsylvania - The Wharton School   2001 — 2003
Master of Business Administration (MBA), Finance, General

Brown University   1993 — 1996
BA, Business Economics, GPA: 4.0/4.0, Magna Cum Laude (Highest Honors), Phi Beta Kappa

Phillips Exeter Academy   1989 — 1992

American School in London

Experience
GE Capital's Sponsor Finance / Telecom, Media & Technology Group   August 2012 - Present
SunTrust Robinson Humphrey  2010 - September 2012
Scrimshaw Capital Management   2008 - September 2010
Citigroup Global Markets   2004 - 2008
Wachovia Securities  2002 - 2004
Wachovia Securities  1998 - 2002

Skills
Leveraged Finance, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Middle Market, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Valuation, Entrepreneurship, Negotiation, Corporate Development

Education
Auburn University
Bachelor of Science in Business Administration, Finance

Experience
The Calder Foundation   May 2014 - Present
The Flomenhaft Law Firm   January 2013 - December 2013
Office of the Chief Justice of the Royal Court   June 2012 - August 2012
Cahill Partners LLP   June 2011 - August 2011
Citigroup Global Markets   June 2007 - April 2010

Skills
Due Diligence, Corporate Law, Corporate Governance, Legal Research, Capital Markets, Mergers & Acquisitions, Legal Writing, Westlaw, Securities Regulation, Litigation

Education
Fordham Law School   2010 — 2013
Doctor of Law (J.D.)

Vassar College   2003 — 2007
Bachelors of Arts, English Language and Literature, General

Experience
Davis Polk & Wardwell LLP  October 2012 - Present
Harvard Law School  September 2009 - May 2012
Davis Polk & Wardwell LLP  May 2011 - August 2011
U.S. Department of Justice, Civil Division   2010 - 2010
Citigroup Global Markets   July 2007 - June 2009
Bear Stearns  2006 - 2006

Education
Harvard Law School   2009 — 2012
JD

Columbia University in the City of New York   2003 — 2007
BA, Economics

Experience
Hurricane Grill & Wings  June 2015 - Present
The Thayer Hotel  September 2013 - Present
Packanack Lake Country Club and Community Association   March 2010 - Present
BGC Partners, Inc   February 2009 - March 2010
Citigroup Global Markets   April 1999 - November 2008
Banker's Trust  May 1997 - April 1999

Skills
trade confirmation, trade break resolution, Financial Markets, trade processing, trade settlement, US Equities, Operations Management, Middle Office, trade reconciliation, Electronic Trading, Trade Analytics, algorithmic trading, client onboarding, financial analysis, Financial Risk, Corporate Actions, process improvement, Fidessa, Microsoft Excel, Order management systems, Bloomberg Terminal, trade support, DTCC, MOC, FIX, VWAP, SQL, Portfolio Management, autex, Proprietary Trading, Management, Derivatives, Project management, Change Management, Financial Reporting, Sales, Business Development, OTC, Risk Management, Equity Trading, Trading, Settlement, Financial Analysis

Education
Seton Hall University   1995 — 1997
B.S., Finance

Bergen Community College   1993 — 1995
Associates Degree

University of Massachusetts, Amherst   1992 — 1993
Engineering, Business

Experience
Societe Generale Corporate and Investment Banking - SGCIB  August 2015 - Present
Mesirow Financial  August 2013 - July 2015
AlphaMetrix, LLC  July 2008 - August 2013
UBS Securities, LLC  June 2004 - July 2008
Citigroup Global Markets   September 2003 - May 2004
Northern Trust Bank  June 2002 - August 2003
Merrill Lynch Futures   February 1996 - May 2002
Guardian Life Insurance Company of America  July 1994 - February 1996

Skills
Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Trading, Options, Asset Managment, Commodity, Investments, Electronic Trading, Capital Markets, Bloomberg, Securities, Rates, Financial Markets, Trading Systems, Asset Management, Fund Of Funds, Liquidity, Series 7

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2003
MBA, Finance

Miami University   1990 — 1994
Business, Marketing

St. Xavier   1986 — 1990
Diploma, College Prep

Experience
CM Finance Inc   2013 - Present
Nomura Securities  July 2010 - July 2011
Citigroup Global Markets   1999 - 2008
Bankers Trust  1990 - 1999
Drexel Burnham Lambert  1987 - 1989

Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Bridge Loans, Private Equity, Financial Sponsors, Group Management, New Business Development, Financial Structuring, Group Development, Finance, Corporate Finance, Capital Markets, Investment Banking, Valuation, Fixed Income

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance, Accounting

Columbia College   1983 — 1987
BA, Economics and Psychology

NRHS   1979 — 1983

Experience
New York Life MainStay Investments   April 2013 - Present
MFS Investment Management  July 2011 - March 2013
MFS Investment Management  January 2010 - July 2011
EMC Corporation  September 2008 - December 2009
Citigroup Global Markets   November 2007 - July 2008

Skills
Uniform Combined State..., Financial Advisory, Retirement Plan..., Financial Markets, Direct Sales, Life Insurance, Cold Calling, Options, Microsoft Excel, Sales Operations, Defined Benefit, Business Development, Financial Modeling, Finance, Marketing

Education
Bryant University   2004 — 2006
Bachelor of Arts (B.A.), International/Global Studies

Bryant University   2003 — 2006
Bachelor of Science (B.S.), Business Administration in Marketing

Experience
The Hickory Group LLC   June 2010 - Present
Citigroup Global Markets   March 2007 - March 2010
Berenson & Company  January 2001 - June 2005
Kidder Peabody/Paine Webber International   March 1994 - March 1999
Lehman Brothers International  August 1983 - February 1994

Skills
Investment Banking, Mergers, Capital Markets, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Asset Managment, Investments, Series 7, Wealth Management, Financial Modeling, Valuation, Corporate Finance, Series 63, Securities, Venture Capital, M&A experience, Private Equity, Financial Analysis, Restructuring, Financial Advisory, Equity Capital Markets, LBO, Fixed Income, Structured Products, Mergers & Acquisitions, Emerging Markets

Education
New York University - Leonard N. Stern School of Business   1982 — 1984
MBA, Finance

University of Pennsylvania - The Wharton School   1977 — 1980
BS, Finance

American University Washington College of Law
J.D., Securities Law

Experience
Goldman Sachs & Co.   September 2012 - Present
Citigroup Global Markets   June 2010 - August 2012

Skills
Excel, Financial Modeling, Financial Analysis, Investments, Bloomberg, PowerPoint, Credit Analysis, Banking, Capital Markets, Series 7

Education
Arizona State University, W. P. Carey School of Business   2007 — 2010
Bachelor's Degree, Finance

Experience
Citigroup Global Markets   1989 - Present
Swiss Bank Corp  1986 - 1989

Education
Columbia University - Columbia Business School   1984 — 1986
MBA

Copenhagen Business School   1979 — 1984
Cand. Aud., Accounting / Tax / Business Law

Experience
Citigroup Global Markets   2008 - Present
Bear Stearns  August 1986 - May 2008

Education
Cornell University - Johnson Graduate School of Management   1982 — 1984
Master of Business Administration (MBA)

Yale University   1977 — 1981
Bachelor of Arts (B.A.)

Experience
CME Group  March 2013 - Present
UBS Investment Bank  February 2005 - January 2013
UBS Investment Bank  2005 - 2010
Citigroup Global Markets   2003 - 2005
Peregrine Financial Group  2000 - 2003

Skills
Equities, Prime Brokerage, Options, Derivatives, Series 7, Series 63, Series 3, Dodd-Frank Regulation, Relationship Management, Sales, Derivative Operations, Management, Technology Solutions, Negotiation, OTC Clearing, Exchange Traded..., Superior Client Service, FINRA, Client Services, Electronic Trading, Back Office, Financial Markets, Collateral Management, Trading Systems, Trading, Interest Rate..., Risk Management, Hedge Funds, Commodity, Securities Lending, Credit Derivatives, Middle Office, Swaps, Equity Derivatives, FX Options, Securities, Fixed Income

Education
Augustana College   1996 — 2000
Bachelor of Business Administration (BBA), Finance & Management

Experience
Fidelity Investments  January 2015 - Present
Citibank, NA  October 2011 - January 2015
Citigroup Global Markets   February 2010 - October 2011
JPMorgan Chase  November 2008 - February 2010
GCG Financial  July 2005 - December 2007
Charles Schwab  November 1999 - February 2004
Charles Schwab  September 1987 - August 1998

Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking

Education
Drake University   1983 — 1987
B.S.B.A., Marketing

Experience
Deutsche Bank  January 2014 - Present
Citigroup Global Markets   September 2007 - December 2013
Citigroup Global   August 2004 - September 2007
Fidelity Investments  January 2000 - August 2004

Skills
Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Risk Management, Financial Risk, Prime Brokerage, Valuation, Trading, Equity Derivatives, Analysis, Equities, Credit, Securities, Swaps

Education
Dowling College   2009 — 2011
MBA

City University of New York-Brooklyn College   1995 — 2000
BA, Political Science

Experience
Morgan Stanley Wealth Management  August 2011 - Present
Citigroup Global Markets   August 2008 - August 2010
Credit Suisse First  August 2007 - July 2008
UBS Investment Bank  March 2006 - July 2007
Credit Suisse First  September 2005 - March 2006
JPMorgan Chase  September 2000 - March 2005
JP Morgan Chase & Company  September 2000 - March 2005

Skills
Fixed Income, Middle Office, Derivatives, Equities, Mutual Funds, Hedge Funds, Risk Management, Swaps, Investment Banking, Securities, Trading, Access, Financial Risk, Settlement, CDS, Portfolio Management, Financial Services, Interest Rate..., Interest Rate Swaps, Alternative Investments, Foreign Exchange, Fund Of Funds, Credit Derivatives, Investments, Banking, Account Reconciliation, Wealth Management, Relationship Management, Structured Products

Education
Binghamton University   1993 — 1997
BA, Economics

Experience
Caltech  January 2015 - Present
Young Holdings LLC   June 2014 - January 2015
Citigroup Global Markets   June 2011 - June 2013
Citigroup Corporate Transfer Pricing Advisory   June 2010 - August 2010

Skills
Financial Statement..., Finance, Corporate Finance, Investment Banking, Strategic Financial..., Strategy, Managerial Finance, Asset Management

Education
Cornell University   2007 — 2011
Bachelor of Science, Finance

San Marino High School   2003 — 2007

Experience
Janney Montgomery Scott  October 2008 - Present
Citigroup Global Markets   1997 - 2007

Skills
Series 7, Series 63, FINRA, Fixed Income, Investment Strategies, Strategic Financial..., Financial Services, Private Equity, Risk Management, Credit, Bloomberg, Mortgage Lending, Financial Analysis, Loans, Retirement, Cash Management, 401k, Hedge Funds, Options, Fixed Annuities, Trading

Education
American University - Kogod School of Business   1965 — 1969
BBS, Business

Experience
Cantor Fitzgerald  August 2013 - Present
Citigroup Global Markets   July 2008 - April 2013
Bear Stearns  January 1997 - July 2008

Skills
Equities, Fixed Income, Derivatives, Capital Markets, Bloomberg, Portfolio Management, Trading, Hedge Funds, Series 7, Investment Banking, Investments, Financial Markets

Education
Columbia University in the City of New York   1992 — 1996
Bachelor's degree

Experience
MUFG Americas  October 2013 - Present
Natixis North America  April 2012 - October 2013
Citigroup Global Markets   January 2010 - February 2012
Citigroup Global Markets   January 2006 - December 2009
Citigroup Global Markets   January 2003 - December 2006
Citigroup Global Markets   August 1999 - December 2002
Sunnybrook Health Sciences Centre  January 1994 - August 1997

Skills
Series 7, Series 63, Series 24, Series 79, Capital Markets, Investment Banking, Leveraged Finance, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Private Equity, Hedge Funds, FINRA

Education
Dartmouth College   1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Toronto   1992 — 1994
Master of Health Science, Hospital and Health Care Facilities Administration/Management

Wilfrid Laurier University   1986 — 1990
Bachelor of Business Administration (BBA), Finance, General

Experience
The Gladstone Companies  October 2004 - Present
Citigroup Global Markets   August 2003 - September 2004
Citigroup  2003 - 2004
US Navy  May 1992 - September 2001

Education
Georgetown University   2001 — 2003
Master of Business Administration (MBA)

The George Washington University   1988 — 1992
Bachelor of Science (BS), International Relations and Affairs