Experience
The DaCosta Group   2012 - Present
Verge Nation PBC   2014 - Present
Citigroup Global Markets   2006 - 2011
Thanks Again  2004 - 2006
Ropes & Gray  2001 - 2002
Sullivan & Cromwell  1998 - 2001

Education
Massachusetts Institute of Technology
MBA, Finance & Innovation

Yale Law School
Juris Doctor

Morehouse College
B.A., Philosophy (Magna Cum Laude; Phi Beta Kappa)

Experience
UBS Financial Services Inc  April 2012 - Present
Morgan Stanley Smith Barney  August 1995 - April 2012
Citigroup Global Markets   1992 - 1995
Salomon Brothers  1989 - 1992
Price Waterhouse Inc.   1986 - 1989

Education
Lehigh University   1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance

Delbarton School   1978 — 1982

Experience
Citigroup Global Markets   November 2014 - Present
Citizens Bank  July 2012 - Present
Wireless Gallery USA LLC   November 2007 - Present
Wireless Gallery USA LLC Sprint   November 2007 - Present
More Wireless Sprint authorized retailer   April 2005 - October 2007
Circuit City  September 2002 - January 2005

Skills
People Skills :D, Wireless, Advertising, Online Advertising, Real Estate, Public Relations, Customer Service, Loss Prevention, Strategic Planning, Inventory Control, Income Statement, Retail Sales, Business Development, Telecommunications, Banking, Mortgage Banking, Credit, Residential Mortgages, Refinance, Management, Insurance, Marketing, Loan Origination, Loans, FHA, Team Leadership, Account Management, New Business Development, Time Management, Financial Analysis, Microsoft Office, Microsoft Excel, Teamwork, Product Marketing, Small Business, Inventory Management, Microsoft Word, Social Media Marketing, Public Speaking, Sales, Direct Sales, Business Analysis

Education
Niagara County Community College
Associates, Electronic Technician

Experience
Citigroup Global Markets   August 2011 - June 2014
Citigroup  March 1998 - August 2011
TD Evergreen  1997 - 1998

Skills
Equities, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Investments, Derivatives, Alternative Investments, Valuation, Emerging Markets, Asian markets, Structured Products, Japanese market, Investor Relations

Education
The University of British Columbia   1994 — 1996
Master of Business Administration (M.B.A.), Finance & International Business

McGill University   1989 — 1993
Bachelor of Arts (B.A.), Economics

Experience
New York Life & MainStay Investments  January 2010 - Present
New York Life & MainStay Investments  July 2007 - December 2009
Citigroup Global Markets   September 2004 - July 2007

Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mutual Funds, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., ETFs, Retirement, IRAs, Guaranteed Lifetime..., Securities, Variable Annuities, FINRA

Education
Loyola College in Maryland   2000 — 2004
Bachelor of Arts (B.A.), History

Delbarton School   1996 — 2000

Experience
J.P. Morgan Chase & Co.   February 2012 - Present
Lehman Brothers Asset Management  August 2008 - February 2012
Citigroup Global Markets   March 1997 - August 2008
Federal Reserve Bank of Chicago  1994 - 1997

Education
The University of Chicago - Booth School of Business   1996 — 1997
MBA

University of Missouri-Columbia   1986 — 1990
BA

Experience
Janney Montgomery Scott  September 2008 - Present
Citigroup Global Markets   May 1989 - September 2008
Drexel Burhman Lambert   January 1985 - May 1989

Skills
Securities, Insurance, Financial Services, Business Planning, Strategy, Finance, Wealth, FINRA, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 63, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Series 65

Education
Pace University-Pleasantville/Briarcliff Campus
Finance

Experience
Harvard University  July 2013 - Present
Citigroup Global Markets   July 2011 - June 2013
Cal Jazz Choir   May 2010 - May 2011
Houlihan Lokey  June 2010 - August 2010
Sinochem Petroleum E&P   May 2009 - June 2009
China Central Television  July 2007 - August 2007

Skills
Financial Modeling, Economics, Data Analysis, Business Strategy, Leveraged Finance, M&A analysis, Vocalist, Capital Raise, Entertainment Management, Mergers & Acquisitions, Capital, Securitization, Valuation, Private Equity, Mergers, Investment Banking, Strategy, Bloomberg, Finance, Research

Education
Harvard University   2013 — 2018
Doctor of Philosophy (PhD), Economics, Business

University of California, Berkeley   2008 — 2011
B.A. Economics; B.A. Mathematics, Applied

Beijing No.4 High School   2005 — 2008
Physics, Chemistry and Biology

Experience
Pala Investments   July 2014 - Present
IFC - International Finance Corporation  May 2013 - August 2013
SV Southern Miss   November 2012 - April 2013
International Finance Corporation  November 2009 - November 2012
Citigroup Global Markets   July 2008 - October 2009

Skills
Financial Analysis, Valuation, Corporate Finance, Private Equity, Financial Modeling, Term Sheets, Debt & Equity Financing, Mining, Project Finance

Education
INSEAD   2013 — 2014
Master of Business Administration (MBA)

The University of Texas at Austin   2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance

Experience
LPL Financial  April 2014 - Present
McGill & Hill Group   January 2012 - April 2014
Winthrop University  June 2009 - August 2012
TD Gacsy CPA   February 2010 - December 2011
Reznick Group  March 2006 - December 2009
Bank of America  June 2004 - March 2006
Citigroup Global Markets   May 2003 - September 2003
Ernst & Young  August 1999 - August 2002
Southern California Edison  March 1995 - August 1996
McKesson  October 1993 - March 1995

Skills
Strategic Financial..., Accounting, Financial Analysis, Financial Modeling, Tax Credits, Structured Finance, Due Diligence, Real Estate Due..., Large-Scale Budget &..., Historic Rehabilitation..., New Markets Tax Credits, Turnaround Strategy, Transaction Advisory..., Financial Projection, Risk Management, Business Valuation, Cashflow Analysis, Budget Forecasts, Price Forecasting, Financial Reporting, Research and..., Syndications, Quantitative Models, Staffing Analysis, Risk Modeling, Marketing Support, Credit Risk, Economic Planning, Corporate FP&A, Expense Budget..., Tax Consulting, GAAP, Essbase, StatPro, @Risk, Precision Tree, Riskview, ARGUS, QuickBooks, Peachtree, Investments, Strategy, Cash Flow, Private Equity, Analysis, Financial Accounting, Internal Audit, Tax, CPA, Restructuring

Education
Indiana University - Kelley School of Business   2002 — 2004
MBA, Finance; Decision Modeling

University of Southern California - Marshall School of Business   1999 — 2001
MBT, Taxation

University of Southern California - Marshall School of Business   1996 — 1999
Bachelor, Accounting

Experience
Learning CORE, Inc.   September 2011 - Present
Pampered Chef  September 2010 - March 2012
Citigroup Global Markets   April 2007 - October 2008
Chautauqua Center for the Visual Arts   May 2004 - August 2004
Southwestern Central School   December 2002 - August 2003
JCPenney  August 2002 - August 2003
Hotel Lenhart   May 2002 - August 2002

Skills
Global Client Management, Microsoft Office, Open Office, System Testing, Adobe Photoshop, Woodworking, Social Media, Social Media Marketing, Research, Client Relationship..., Training

Education
State University of New York College at Buffalo   2004 — 2007
B.A., History

Edinboro University   2003 — 2004
History

Jamestown Community College   2002 — 2003
History

Experience
Citi  2015 - Present
SK Capital Partners  February 2014 - August 2015
Accordion Partners  2014 - 2014
Citigroup Global Markets   2010 - 2013
Citigroup Global Markets   June 2009 - August 2009
Federal Reserve Bank of New York  June 2008 - May 2009
Borger Financial Services   July 2007 - March 2009

Education
Rutgers, The State University of New Jersey-New Brunswick   2006 — 2010
BS, Mathematics & Finance

Experience
Citigroup Global Markets   September 1994 - March 2013
Citi  1994 - 2013
Lind-Waldock & Company   October 1993 - September 1994
The American Jewish Community   May 1992 - October 1993
Kid Stop, Inc   November 1991 - December 1992

Education
Robert Morris University - Illinois   1989 — 1990
Accounting and Computer Science

Morris Brown College   1986 — 1988
Hotel, Motel, and Restaurant Management

Experience
Citigroup Global Markets, Inc  June 2014 - Present
CA Technologies  August 2007 - March 2014
HSBC Securities (USA) Inc   2006 - 2007
Citigroup Global Markets   2000 - 2006
ZIFF-DAVIS, INC.   1999 - 2000
Nikon  1996 - 1999
UBS Investment Bank  1995 - 1996
Dresdner Securities   1993 - 1995

Skills
Hyperion Planning, Microsoft Office, SAP, Essbase, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, General Ledger, Strategic Financial..., Hyperion Enterprise, Financial Analysis, Managerial Finance, Budgets, Analysis, Business Planning, Forecasting, Accounts Payable, Leadership, Process Improvement, Accounts Receivable, Strategy, Accounting, Finance, Business Development, Sarbanes-Oxley Act, Income Statement, Mergers & Acquisitions, Internal Controls, Variance Analysis, Executive Management

Education
CW Post - LIU
MBA, Finance

Hofstra University
BBA, Accounting

Experience
Ernst & Young Capital Advisors, LLC   July 2012 - Present
Stephens Inc.  2009 - June 2012
Energy Capital Solutions (Acquired by Stephens)   2008 - 2009
Citigroup Global Markets   2006 - 2008
Sanders Morris Harris  1998 - 2006

Skills
Mergers & Acquisitions, Investment Banking

Education
The University of Texas at Austin   1994 — 1998
BBA, Finance with a Concentration in Accounting

Experience
Graycliff Partners   April 2014 - Present
Primero Dinero   February 2009 - Present
Partners Group  August 2011 - March 2014
The Carlyle Group  May 2006 - June 2009
Citigroup Global Markets   November 2005 - May 2006
Danone  2003 - November 2005

Skills
Financial Analysis, Private Equity, Financial Modeling, Valuation, Corporate Finance, Negotiation, Investment Banking, Mergers & Acquisitions, Strategy, Emerging Markets, Equities, Start-ups, Business Strategy, Investments, Due Diligence

Education
London Business School   2009 — 2011
MBA, Business

Universidad Iberoamericana, Ciudad de México   2001 — 2005
BS, Industrial Engineering

Experience
Global Banking Solutions, LLC   June 2014 - September 2014
Self Employed  October 2010 - May 2014
State Street Global Services - AIS f/k/a Mourant Fund Services, LLC   February 2010 - June 2010
Citigroup Global Markets   June 2009 - October 2009
Citigroup Global Markets, Inc.   August 2005 - February 2008
JPMorgan Partners, LLC   December 2001 - August 2005
JPMorgan Partners  2000 - 2005
JPMorgan Partners, LLC   November 2000 - December 2001
Merrill Lynch  February 1997 - November 2000
Merrill Lynch & Co  February 1997 - November 2000

Skills
Alternative Investments, Private Equity, Equities, Valuation, Treasury Management, Hedge Funds, Due Diligence, Derivatives, Mergers, Investments, Financial Risk, Finance, Mergers & Acquisitions, Securities, Financial Modeling, Corporate Finance, Accounting, Financial Structuring, Mutual Funds, Financial Analysis, Capital Markets, Financial Reporting, Risk Management, Financial Services

Education
Kean University   1988 — 1994
BS, Finance

Corporate Training Courses

Experience
Life Time - The Healthy Way of Life Company  June 2015 - Present
Life Time - The Healthy Way of Life Company  July 2013 - Present
Nasscomm  October 2012 - May 2013
Wells Fargo Advisors  2008 - 2011
Citigroup Global Markets   2002 - 2008
Gruntal & Company  1995 - 2002

Skills
New Business Development, New Business Generation, Staff Augmentation, Sales Presentations, Client Relationship..., Training & Development, CRM, Solution Selling, Enterprise Software, Account Management, Management, Leadership, Sales, Business Development, Employee Training, Customer Service, Cold Calling

Education
Long Island University, C.W. Post Campus
Bachelor's degree

Experience
Bishop Rock Capital   November 2014 - Present
Antipodean Advisors   January 2014 - November 2014
PresPoint Capital   September 2012 - November 2013
Scout Capital  April 2011 - July 2011
Seasons Capital   July 2005 - July 2010
Citigroup Global Markets   November 2003 - July 2005

Education
Yale University   1999 — 2003
BA, Economics

Colorado School of Mines   2012 — 2012
Petroleum Super School Certificate, Petroleum Engineering, Participated

Georg-August-Universität Göttingen   1998 — 1999
NA, BWL

Phillips Exeter Academy   1994 — 1998

Theodor-Heuss-Gymnasium   1998 — 1998
High School Exchange, German, N/A

Experience
Freedom Financial Network  2015 - Present
Strands  2009 - 2014
Citigroup Global Markets   2004 - 2009
eBay Inc.  2003 - 2004
Morgan Stanley  2001 - 2002
NetConversions   1999 - 2000
Salomon Brothers / Salomon Smith Barney   1997 - 1999

Skills
Mergers & Acquisitions, Strategy, Private Equity, Business Development, Corporate Development, E-commerce, Finance, Investment Banking, IPO, Online Marketing, Analysis, Digital Media, Start-ups, Strategic Partnerships, Product Management, Entrepreneurship, Business Strategy, Mergers, Social Media, Market Entry, Treasury Management, Investments, Financial Services

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA

Pomona College   1991 — 1995
BA

Experience
Applied Materials  November 2010 - Present
Applied Materials  September 2008 - November 2010
Citigroup Global Markets   August 2007 - August 2008
Citigroup Global Markets   June 2006 - August 2006
Ladish Co. Inc   June 1999 - July 2005

Skills
Capital Markets, Mergers, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Investment Banking, Business Development, Contract Negotiation, Project Management, Cross-functional Team..., Venture Capital, Business Strategy, Financial Analysis, Corporate Development, Mergers & Acquisitions, M&A experience, Management, Finance, Investments

Education
University of California, Berkeley   2005 — 2007
MBA

The Ohio State University   1997 — 1999
MS, Engineering

Indian Institute of Technology, Madras   1993 — 1997
B.Tech, Engineering

Experience
Citi  March 2010 - Present
Citi U.S. Pension Investments   May 2009 - Present
Citigroup Global Markets   August 2003 - November 2008
Citigroup Global Markets   March 2000 - August 2003
Citi  March 2000 - February 2001
Citi  March 1990 - March 1999

Education
Benjamin Franklin High School

College of New Rochelle (School of Human Resources)
B.S.W, Psychology; Human Resources

Kingsborough Community College

Experience
Citigroup Global Markets   August 2013 - Present
Citigroup Global Markets   May 2011 - August 2013
Nittany Lion Fund, LLC  December 2009 - December 2010
Goldman Sachs  June 2010 - August 2010
Carmen Barone & Sons Inc   June 2003 - December 2009
Bullish Bankers LLC   January 2009 - May 2009

Skills
Financial Modeling, Investments, Corporate Finance, Financial Analysis, Valuation, Credit

Education
Penn State University   2007 — 2011
Bachelor of Science in Finance, Finance

Experience
Invesco US  June 2014 - Present
Custom House Global Funds Services Ltd.  April 2013 - November 2013
Lombard Street Research   August 2012 - April 2013
Strategas Research Partners  November 2006 - February 2011
CITIGROUP GLOBAL MARKETS   February 2005 - November 2006

Skills
Series 7, Series 66, Uniform Combined State..., Series 63, Equities, Investments, Portfolio Management, Fixed Income, Bloomberg, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Hedge Funds, FINRA, Equity Research, Securities, Financial Markets, Fund Of Funds, Venture Capital, Trading, Options, ETFs, Asset Management, Sales

Education
Loyola University Maryland   2000 — 2004
Bachelor's Degree, Political Science and General Business

Delbarton

Experience
Citigroup Global Markets   August 2013 - Present
Citigroup Global Markets   May 2013 - August 2013
Queen's University Alternative Assets Fund  June 2012 - May 2013
RBC Investor Services  January 2012 - May 2013
Children's Wish Foundation of Canada  December 2009 - December 2011

Skills
VBA, Capital Markets, Financial Modeling

Education
Queen's University   2013 — 2014
Master's of Finance

York University   2005 — 2009
Bachelor with Honours, Finance

Experience
Harvard Financial Analysts Club  January 2013 - Present
Fidelity Investments  June 2015 - August 2015
Citigroup Global Markets   June 2013 - August 2014
Cook Pine Capital LLC   December 2013 - January 2014
Reimei Global Advisors   June 2013 - August 2013
Admiral Capital Management   May 2012 - June 2012

Skills
Matlab, R, Start-ups, Microcap Investing, Structured Products, Economics

Education
Harvard College   2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics and Economics

Experience
Citigroup Global Markets   February 1994 - January 2008
Bankers Trust Company  April 1988 - February 1994
Donaldson, Lufkin & Jenrette   May 1986 - April 1988
CAE  June 1982 - August 1984

Skills
Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Securities, Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Capital Markets

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2015
MS, Atmospheric Science

Yale University - Yale School of Management   1984 — 1986
MPPM, Finance

University of Waterloo   1977 — 1982
BASc, Mechanical Engineering

Experience
Cetera Financial Group  February 2010 - Present
ING Advisors Network  January 2001 - February 2010
Financial Network Investment Corporation  November 1998 - January 2001
Miterko & Associates   June 1994 - November 1998
Shearson Lehman Brothers  January 1988 - September 1993
Citigroup Global Markets   September 1992 - July 1993
E.F. Hutton & Company   June 1986 - January 1988
Founder's Property Corporation   October 1985 - June 1986
Stonehenge Capital Corporation   April 1983 - August 1985
The Equitable Life Insurance Company   August 1981 - April 1983

Skills
Investments, Series 7, Due Diligence, Series 63, Relationship Management, Alternative Investments, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services, Securities, Networking, Portfolio Management, Investor Relations, Asset Management, Investment Strategies, Investment Management, Financial Advisory, Retirement Planning

Education
The University of Montana - School of Business Administration   1977 — 1981
BS, Business Administration, minor Finance

Experience
Citigroup Global Markets   June 2014 - Present
Citigroup Global Markets   June 2013 - August 2013
Susquehanna International Group  June 2011 - August 2011
Rutgers University  September 2010 - December 2010
Enterprise Systems and Services   April 2010 - August 2010
Rutgers University  September 2009 - May 2010

Skills
Java, C#, Problem Solving, C/C++, Mathematics, Mathematical Finance, Computational Finance, Analysis, Trading, Quantitative Finance

Education
Rutgers University   2012 — 2014
Master of Science (M.S.), Mathematical Finance

Rutgers University   2008 — 2012
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.91

Experience
CRH Realty Advisors, LLC   March 2015 — Present
Huron Consulting Group  January 2013 — March 2015
Citigroup Global Markets   July 2010 — June 2012
Capmark Finance Inc  May 2004 — February 2008
GMAC Commercial Mortgage  December 2002 — May 2004
The Alcar Group  February 2002 — December 2002
Ernst & Young  June 2001 — August 2001

Skills
Financial Modeling, Deal Structuring, Entrepreneurship, Real Estate, Private Equity, Mergers, Credit, Valuation, Structured Finance, Due Diligence, Cash Flow Forecasting, Underwriting, Corporate Finance, Financial Analysis, Credit Analysis, Commercial Mortgages, Finance, Loan Origination, Investment Banking, Mortgage Lending, Commercial Real Estate, DCF, Cash Flow, Real Estate Transactions, Acquisitions, Portfolio Management, Asset Management, Real Estate Development, Strategy, Mergers & Acquisitions, Investments, Disposition, Loans, Banking, Investment Properties, Negotiation, Dispositions

Education
The University of Chicago - Booth School of Business   2008 — 2010
MBA, Entrepreneurship, Finance, Economics, Accounting

University of Wisconsin-Madison   1997 — 2001
Bachelor's Degree, Finance, Investments & Banking: Real Estate

HKUST Business School   2000 — 2000
Finance & Marketing

Lake Forest High School   1993 — 1997
N/A

Experience
Koko FitClub South Shore   June 2015 - Present
Koko FitClub Cape Cod   2010 - Present
Koko FitClub, LLC  May 2011 - July 2014
Midwood Capital Management LLC   June 2008 - February 2012
Aptus Capital, LLC   January 2005 - June 2008
Citigroup Global Markets   2002 - 2004

Skills
Financial Modeling, Financial Analysis, Business Strategy, Mergers, Strategic Planning, Business Development, Leadership, Start-ups, Public Speaking, New Business Development, Small Business, Finance, Investments, Process Improvement, Operations Management, Risk Management, Management, Entrepreneurship, Sales, Coaching, Business Planning, Strategy, Marketing Strategy

Education
The George Washington University   2000 — 2003
BS

Friends Academy   1996 — 2000

Experience
PwC  October 2014 - Present
Citigroup Global Markets   January 2009 - June 2014
Citi  December 2002 - December 2008
Greenwich Technology Partners  May 2001 - September 2001

Skills
Financial Modeling, Fixed Income, Capital Markets, Trading Strategies, Relationship Management, Corporate Finance, Nonprofits, Board of Directors, Investment Banking, Trading, Investments, Finance

Education
The University of Chicago Booth School of Business   2005 — 2007
MBA

University of Notre Dame - Mendoza College of Business   1998 — 2002
Finance

Experience
KAYAK  May 2014 - Present
KAYAK  July 2013 - May 2014
KAYAK  June 2011 - July 2013
KAYAK  February 2010 - June 2011
Estee Lauder  May 2010 - July 2010
Google  August 2007 - August 2009
Citigroup Global Markets   2005 - 2007

Skills
Product Management, Strategic Partnerships, Analytics, Entrepreneurship, Start-ups, Competitive Analysis, Product Marketing, Mobile Devices, Business Strategy, Product Development, E-commerce, Business Development, Financial Modeling, Corporate Development, Strategy, Marketing, Mobile Applications, SaaS, Digital Marketing, Digital Strategy, Online Advertising, Management, Digital Media, Cross-functional Team..., Go-to-market Strategy, Awesomeness

Education
Massachusetts Institute of Technology - Sloan School of Management   2009 — 2011
Master of Business Administration

Stanford University   2003 — 2004
Master of Arts

Stanford University   1999 — 2003
Bachelor of Arts, East Asian Studies

Lick-Wilmerding   1995 — 1999

Nueva

Experience
A.T. Kearney   August 2008 - Present
Citigroup Global Markets   February 2002 - July 2006

Education
Northwestern University - Kellogg School of Management   2006 — 2008

Korea University   1990 — 1995
BA, English Language & Literature

Experience
Hagis Tax Services   2008 - Present
Morgan Stanley  June 2004 - May 2008
Citigroup Global Markets   October 2001 - January 2003
Merrill Lynch  July 1998 - December 2000

Skills
Analysis, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Leadership, Management, Mergers & Acquisitions, Portfolio Management, Risk Management, Securities, Time Management, Trading

Education
Wagner College   1999 — 2006
B.S. & M.B.A., Computer Science and Finance

Stevens Institute of Technology   1998 — 1999
Computer Engineering

Stuyvesant High School

Experience
IAS - International Asset Systems  July 2012 - Present
General Electric  December 2006 - October 2010
GE Transportation  May 2005 - December 2006
Citigroup Global Markets   April 2004 - May 2005

Skills
Contract Negotiation, Strategic Planning, Forecasting, Continuous Improvement, Auditing, Cross-functional Team..., Process Improvement, Six Sigma, Operations Management, Customer Satisfaction, Customer Service, Sales Management, New Business Development, SAP, Negotiation, Account Management, Financial Analysis, Engineering, Project Management, Supply Chain, Business Development, Product Development, Product Management, Business Analysis, Management, Inventory Management, Logistics, Leadership, Project Planning, Supply Chain Management, Transportation

Education
St. Joseph's College (IN)   1990 — 1994

Experience
PromptMed Urgent Care   October 2013 - Present
Immediate Medical Management, LLC   October 2013 - Present
HAD Investments   September 2009 - September 2013
Samlyn Capital, LLC  June 2008 - August 2009
Pamlico Capital  August 2004 - June 2007
Goldman, Sachs & Co.   July 2003 - July 2004
Citigroup Global Markets   July 2001 - June 2003

Skills
Hedge Funds, Financial Modeling, LBO, Alternative Investments, Investment Banking, Private Equity, Due Diligence, Investments, Capital Markets, Equities, Corporate Finance, Bloomberg, Valuation, Equity Research, Equity Valuation, Financial Analysis, Asset Managment, Fixed Income

Education
University of Pennsylvania - The Wharton School   2007 — 2009
Master of Business Administration (MBA), Accounting

University of Illinois at Urbana-Champaign - College of Business   1997 — 2001
Bachelor of Science (BS), Finance

London School of Economics and Political Science   2000 — 2001
General Course (Study Abroad) Degree, Accounting and Finance

Richwoods High School   1993 — 1997
High School

Experience
Citigroup Global Markets   April 2006 - Present
Banc of America Securities  February 2004 - April 2006

Skills
Capital Markets, Valuation, Investment Banking, Financial Modeling, Fixed Income, Bonds, Bloomberg, Structured Products, Hedge Funds, Equities, Derivatives, Financial Analysis, Public Health, Healthcare Industry, Healthcare Analytics

Education
Loyola University Chicago   1995 — 2001
BS, Chemistry, Finance

Experience
Citigroup Global Markets   2014 - Present
Casimir Capital  March 2011 - July 2012
BMO Capital Markets  January 2010 - March 2011
Northern Securities  October 2009 - January 2010
Northern Securities  October 2008 - October 2009
Lafarge Cement  January 2008 - October 2008

Skills
Mining, Minerals, Mineral Exploration, Financial Modeling, Valuation, Equity Research, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Equities, Financial Analysis, Investments, Derivatives, Corporate Development, Equity Valuation, Private Equity, M&A experience, Bloomberg, Venture Capital, Hedge Funds, Strategy, Emerging Markets, Commodity, Trading, Mergers & Acquisitions

Education
Haas School of Business, UC Berkeley   2012 — 2014
Master of Business Administration (M.B.A.)

Queen's University   2005 — 2007
M.Eng., Mining Engineering

Queen's University   2001 — 2005
B.Sc., Chemical Engineering

Experience
Standard & Poor's   May 2015 - Present
Amherst Securities Group  2010 - April 2015
Citigroup Global Markets   October 1999 - November 2009
Citibank Commercial Real Estate Department   May 1997 - October 1999
Citibank Canada  1994 - 1997
Gentra Canada Investments (now fully owned by Brookfield Asset Management)   1993 - 1994
DS Marcil (now a fully owned by RBC)   September 1991 - June 1993
Royal LePage Commercial Real Estate (now fully owned by Cushman Wakefield)   May 1988 - July 1991

Skills
Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Portfolio Management, Asset Managment, Valuation, MBS, Securitization, Bloomberg, Investments, CMBS, Bonds, Equities, Structured Products, Financial Modeling, ABS, Trading, Securities, Series 7, Loans, Asset Management, Mortgage Lending, Credit

Education
Ivey Business School at Western University   1990 — 1991
Master of Business Administration (M.B.A.)

Ivey Business School at Western University   1984 — 1988
Bachelor's Degree

Experience
Citigroup Global Markets   January 2014 - March 2014
Citigroup Global Markets   August 2009 - December 2013
JP Morgan  January 2008 - August 2009
JP Morgan  November 2005 - December 2007
JP Morgan  August 2004 - October 2005
Bear Stearns  January 2001 - August 2004
USA Self Employed  September 1991 - January 2001

Skills
Equities, Trading, Finance, International Trade, Bloomberg, Series 7, Financial Analysis, Risk Management, Series 63

Education
Penn State University   1987 — 1991
Liberal Arts, Speech Communication focus on Business

Experience
Citigroup Global Markets   September 2012 - Present
Mercy College  September 1999 - May 2013
Barclays Capital  October 2011 - August 2012
Standard Chartered Bank  July 2008 - October 2011
Citigroup Global Markets   August 2006 - July 2008
Citigroup Global Markets   September 2004 - August 2006
Citigroup  July 2001 - September 2004
Deutsche Bank  January 2000 - July 2001
Deutsche Bank  January 1998 - January 2000
Bankers Trust  January 1994 - January 1998

Skills
Capital Markets, Securities, Equities, Fixed Income, Credit Derivatives, Emerging Markets, FX Options, Trading, Electronic Trading, Investments, Corporate Finance, Commissioning Management, Financial Markets, Market Risk, Derivatives, Credit, Risk Management, Regulatory Compliance, Dodd-Frank, CFTC Position Limits, Series 24, Series 7, Series 4, Series 55, Series 27

Education
Saint Peter's University   1994 — 1996
MBA

New Jersey City University   1984 — 1989
BS

Experience
The World Bank  May 2007 - April 2009
Citigroup Global Markets   2003 - 2005
Bank of Tokyo-Mitsubishi UFJ  October 2000 - September 2002

Skills
Financial Analysis, Financial Markets, Macroeconomics, Public Policy, Credit Analysis, Financial Accounting, Economics

Education
The George Washington University   2006 — 2008
M.A., International Trade and Investment Policy (Finance and Economics)

Yonsei University   1996 — 2001
B.A., Sociology and Psychology

Experience
SunTrust Robinson Humphrey  October 2013 - Present
Raymond James Financial Inc.  March 2011 - June 2013
Raymond James Financial Inc.  March 2003 - June 2013
New Memphis Institute  August 2004 - July 2005
Citigroup Global Markets   July 1997 - March 2003
Lafayette College  August 1995 - May 1997
Lafayette College  August 1995 - May 1996
William E. Simon & Sons, Inc.   1994 - 1996

Skills
Bonds, Securities, Series 63, Series 7, Fixed Income, Investments, Capital Markets, Structured Products, Investment Banking, Microsoft Excel, Options, Structured Finance, Portfolio Management, Financial Structuring, Finance, Underwriting, Trading, Best Practices, Bloomberg, FINRA, Municipal Bonds, Expert Witness, Public Finance, Credit Enhancement, Tax-exempt, Industrial Revenue Bonds, Asset-backed..., Commercial Paper, 144A, Money Market Funds, Certificates of Deposit, ABCP, Conduit, Interest Rate Hedging, Local Government Finance, Trading Systems, Databases, Team Leadership, Communication, Articulate Communicator, Writing, Editing, Project Management, Presentations, Written & Oral..., Public Speaking, Employee Training, Money Market, Anti Money Laundering, Fraud Detection

Education
Lafayette College   1993 — 1997
1997, English, Economics

Newark Academy   1987 — 1993
High School, H.S. Diploma

The Buckley School   1990 — 1991
High School

Experience
Citigroup Global Markets   2010 - Present
Advisors Asset Management  2009 - 2010
Citigroup Global Markets   1993 - 2009
Lehman Brothers  1992 - 1993

Skills
Fixed Income, Bonds, Securities, Portfolio Management, Investments, Wealth Management, Trading, Capital Markets, Investment Advisory, Options, Asset Allocation, Financial Markets, Investment Strategies, Bloomberg, Swap Analysis, Credit Rating Analysis, Yield Curve Analysis, Fixed Income Bond Sales, HNW Client Relations, Financial Advisory, Credit, Series 7, Registered Investment...

Education
Lynchburg College
B.A., Business Administration

Experience
Prudential Investments  April 2015 - Present
BlackRock  May 2007 - March 2015
Smith Barney  February 2006 - May 2007
CITIGROUP GLOBAL MARKETS   September 2003 - February 2006

Skills
Alternative Investments, Funding, Series 7, Mutual Funds, Asset Allocation, Series 63, Series 65, Consultative Selling, Financial Advisory, Finance, Investment Strategies, Selling, Fixed Income, Securities, Equities, ETFs, Investments

Education
Monmouth University   1999 — 2003
Bachelor of Science, Business Administration; Finance

Montclair State University
MBA, Finance

Experience
HSBC  April 2014 - Present
Capital Guardian LLC  February 2013 - April 2014
HydbyH   January 1995 - July 2013
Nomura Securities Inc.  2009 - May 2011
Merrill Lynch  March 2002 - January 2009
Salomon Smith Barney  March 1998 - March 2002
Citigroup Global Markets   1998 - 2002
ING Barings  January 1994 - February 1998

Skills
Equities, Series 7, Hedge Funds, Trading, Fixed Income, Series 63, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Alternative Investments, Securities, Equity Trading, Asset Managment, Options, Investments, Electronic Trading, ETFs, Trading Systems, Mutual Funds, Series 24, Private Equity, Internet Entrepreneur, Back Office, Equity Research, FINRA, Financial Markets, Risk Management, Market Data, Investment Management, Equity Derivatives, Bonds, Emerging Markets, Asset Allocation, Structured Products, Investment Banking, Wealth Management, Financial Services, Investment Strategies, Block Trading

Education
Saint Joseph's University   1989 — 1993
B.S., Business Management

University College Cork   1992 — 1992
International Business

Camden Catholic H.S.   1985 — 1989

Experience
Citigroup Global Markets   August 2002 - October 2003
Schroders  November 1997 - June 2001
Paramount Capital Inc.   January 1994 - June 1995

Skills
Asset Management, Hedge Funds, Fixed Income, Equities, Bloomberg, Asset Allocation, Alternative Investments, Investment Strategies, Portia, Trading, Mutual Funds, Institutional Clients, Fund Of Funds, Pension Funds, Private Equity, Fund Accounting, Investment Operations, Corporate Actions, Investment Banking, Emerging Markets, Econometrics

Education
Institute for Integrative Nutrition   2009 — 2010
Holistic Health and Nutrition

Pace University-Pleasantville/Briarcliff Campus
BA, Economics

Experience
Citigroup  Vice PresidentCiti2000 - Present
Citigroup Global Markets   2000 - Present
Salomon Brothers  1984 - 2000
Salomon Brothers  1984 - 2000

Skills
Trading Systems, Electronic Trading, Fixed Income, Market Data, Prime Brokerage

Education
New York University - Polytechnic School of Engineering   1978 — 1984
MCS, Computer Science

Experience
Tradition Asiel Securities, Inc.   June 2014 - Present
GFI Group  April 2009 - September 2013
Citigroup Global Markets   November 2003 - February 2009
Citigroup Global Markets   November 2000 - November 2003
Ark Asset Management  January 1998 - October 2000

Skills
Financial/Market..., Training/Development, Strategic Planning, Client Development, Team..., Fixed Income, Asset Management, Credit Derivatives, Investment Banking, Structured Products, Trading, CDS, Credit, Finance, Bonds, Derivatives, Bloomberg, Capital Markets, Electronic Trading, High Yield, Leadership, Investments, Equities, Financial Services, Financial Markets, Securities, Alternative Investments, Management, Hedge Funds, Banking, Valuation, Series 7

Education
Nassau Community College   1994 — 1996
Business Administration and Management

Experience
Premium Point Investments  April 2011 - Present
Deutsche Bank Securities  August 2007 - November 2010
UBS Investment Bank  April 2005 - June 2007
Citigroup Global Markets   July 2001 - April 2005
KPMG  1999 - 2001

Education
Stanford University   1998 — 1999
Master of Science, Engineering Economic Systems and Operations Research

University of Michigan   1994 — 1998
Bachelor of Science, Chemical Engineering

Experience
Southland Corporation  April 2014 - Present
Self  September 2010 - April 2014
Federal Reserve Bank of New York  April 2010 - September 2010
Citigroup Global Markets   March 2006 - April 2009
All Points Acupuncture   August 1999 - March 2006

Skills
Customer Service, Microsoft Office, Microsoft Word, Administrative Assistant, Microsoft Excel, Tax Reporting, Process Class Actions, Bloomberg, Muni-statements, Credit Scope, S&P,..., Trade Floor, Excellent Phone Skills, Sales, Leadership

Education
New York College of Health Professions   1996 — 1999
Masters of Oriental Medicine 3.03 GPA, Oriental Medicine, Graduate Degree

Stony Brook University   1988 — 1995
Bachelor's degree, Religious Studies/English Literature, 3.34 GPA

US Navy ET "A" School   1984 — 1985
Certification Electronics Technician, Electrical/Electronics Equipment Installation and Repair, General, ET 4

Experience
Citigroup Global Markets   February 2007 - Present
Citigroup  November 2005 - February 2007
Citigroup  July 2002 - August 2004

Education
Rutgers University-New Brunswick   1998 — 2002
Bachelor of Arts, Economics

Experience
LatAm Opportunity Partners LLC   July 2015 - Present
Morgan Stanley  May 2013 - July 2015
Citi Private Bank  October 2010 - 2012
Citigroup Global Markets   2006 - 2009
Citigroup Global Markets   2005 - 2006

Skills
Derivatives, Equities, Investments, Fixed Income, Banking, Alternative Investments, Fluent in Spanish, Asset Allocation, Financial Services, Capital Markets, Hedge Funds, Emerging Markets, Real Estate Development, International Real..., Private Equity

Education
Pace University - Lubin School of Business   2001 — 2005
B.B.A, Finance

Experience
EG Capital Group   2013 - 2015
Citigroup Global Markets   2011 - 2013
Wells Fargo Securities  2010 - 2010
Citibank  2009 - 2009

Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Equities, Private Equity, LBO, Fixed Income, Corporate Finance, Legal Documents, Investments, Due Diligence, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA)

Princeton University   2007 — 2011
Bachelor of Science in Engineering, Operations Research and Financial Engineering

Experience
Murphy & McGonigle, P.C.   September 2012 - Present
Krebsbach & Snyder, P.C.   October 2003 - September 2012
Citigroup Global Markets   1990 - 2003

Skills
Litigation, Arbitration, Civil Litigation, Securities Regulation, Commercial Litigation, Legal Research, Legal Writing, Mediation, Securities, Corporate Law

Education
The University of Connecticut School of Law   1975 — 1977
Juris Doctor

Yale University   1967 — 1971
Bachelor of Arts (B.A.)

Experience
Nomura Securities  November 2013 - Present
Asset Manager  February 2011 - October 2013
Goldman Sachs  March 2010 - January 2011
Citigroup Global Markets   June 2008 - March 2010

Education
Lehigh University - College of Business and Economics   2004 — 2008

Lehigh University

Experience
Trilantic Capital Partners  July 2014 - Present
Citigroup Global Markets   June 2012 - June 2014
Blackthorn Investment Group   February 2011 - May 2011

Skills
Investment Banking, Finance, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Corporate Finance, Investments, Private Equity, Portfolio Management, Capital IQ, Bloomberg Terminal, Equity Research, Capital Markets

Education
The University of Kansas   2008 — 2012
B.S., Finance, Pre-Med

Experience
MJX Asset Management LLC   February 2012 - Present
MJX Asset Management  April 2007 - February 2012
Citigroup Global Markets   April 2006 - April 2007
Citigroup Financial Products   August 2004 - April 2006

Education
Loyola College in Maryland   2000 — 2004
BBA, Finance

Experience
Achievement Asset Management   April 2012 - Present
North Sea Partners LLC  April 2009 - April 2012
Deutsche Bank Principal Strategies   March 2007 - December 2007
Citigroup Global Markets   January 2005 - March 2007
Citigroup Global Markets   September 1999 - January 2005

Skills
Investment Banking, Valuation, Capital Markets, Private Equity, Capital Raising, High Yield, Hedge Funds, Fixed Income, Bonds, Corporate Finance, Investments, Securities, Portfolio Management, Financial Structuring, Structured Finance

Education
New York University - Leonard N. Stern School of Business   2004 — 2009
Master of Business Administration (M.B.A.)

Lafayette College   1993 — 1997
Bachelor's degree, Finance, General

Experience
Citi Investment Research and Analysis   Supervisory AnalystCiti Investment Research & Analysis2000 - Present
Citigroup Global Markets   2000 - Present
Citi  2000 - Present

Education
McGill University
Bachelor of Arts (BA), Classical Archaeology and Anthropology

Experience
Optima Fund Management  February 2013 - Present
Credit Suisse  2010 - 2012
Citigroup Global Markets, Japan   2005 - 2010
Citigroup Global Markets   2000 - 2005
Aubrey G Lanston & Co   1995 - 2000
The Industrial Bank of Japan, Ltd   1990 - 1995

Skills
CFA Holder, Private Banking, Financial Markets, Investment Banking, Options, Derivatives, Banking, Hedge Funds, Credit Risk, Equities, Fixed Income, Valuation, Investments, Capital Markets, Portfolio Management, Emerging Markets, Trading, Bloomberg, Alternative Investments, Asset Management

Education
Harvard College
BA, Economics

The American School in Japan

Experience
Citigroup Global Markets   April 2010 - April 2015
JPMorgan Capital Markets   January 1999 - February 2010

Skills
Corporate Finance, Bankruptcy, Corporate Law, Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Customer Service, Credit, Credit Analysis, Trading, Credit Risk, Investments

Education
Maurice A. Deane School of Law at Hofstra University   1984 — 1987
juris doctor, bankruptcy, corporate restructurings

Hofstra University, Frank G. Zarb School of Business   1980 — 1983
BBA- public accounting, Banking, Corporate, Finance, and Securities Law

JFK High School