- Priced and positioned loan product for Citigroup's "Platinum" clientele, resulting in over $30.0 billion of worldwide loan sales and $12.0 billion of related product sales in the 10-month period post-September 11th
- Collaborated extensively with senior management to establish, execute and evaluate strategic plan for loan business, resulting in a dramatic 30% increase in the visibility of the loan product to key clients within 6 months
- Developed and globally coordinated the 2000 International Financing Review Loan Awards Presentation, winning 7 highly esteemed awards for Citigroup, including Global Bank of the Year
- Achieved Magna Cum Laude distinction for academic coursework at Wellesley College, including: Games of Strategy, Multivariable Calculus, Macroeconomics, Statistics, History of Decorative Arts, and Art and Culture of Turn-of-the-Century Vienna
- Travel extensively throughout Europe, with ability to converse in Chinese, German, Italian and French
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| July 99 - 02 |
CITIGROUP (New York, NY)
Senior Financial Analyst, Global Loans Capital Markets
Performed financial analysis of companies to determine creditworthiness
� Presented assessment of business and sector evaluation to senior management
� Evaluated market trends to price and structure new investment products
� Partnered with sales force to develop supply/demand strategies
� Educated sales team on product highlights
� Interfaced daily with investors, mediating discussions between client and market
� Monitored and assessed sales levels and market reaction to product launches
� Forecasted sales results and prepared market share presentations
� Conceptualized and created advertising materials |
| Summers 97/98 |
REFCO FUTURES, CANADA LTD (Toronto, Canada)
Options Group Intern
Researched and recommended marketing strategies to increase awareness of options trading tools
� Prepared daily financial reports and recommendations for highest revenue clients
� Confirmed trades and solved billing disputes |
| Summer 96 |
RITCHIE'S AUCTIONEERS & APPRAISERS OF ANTIQUES AND FINE ARTS (Toronto, Canada)
Jewelry Department Intern
Wrote press releases featuring fine jewelry, including a 45.0 ct Important Sapphire & Diamond Brooch
� Interacted with dealers during auction preview
� Catalogued jewelry and fine art objects for quarterly auctions |
| Summer 95 |
BANK OF AMERICA (Hong Kong, China)
Marketing Intern
Supported client communications in both Chinese and English
� Conducted prospect research and updated client profiles
� Maintained customer database |