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Thomas Roemer, CFA

Thomas Roemer, CFA

Sacristan

Followers of Thomas Roemer, CFA1000 followers
location of Thomas Roemer, CFAHoboken, New Jersey, United States

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  • Timeline

  • About me

    Vice President at Citi

  • Education

    • Xavier High School

      2008 - 2012
      High School Diploma

    • Fordham University

      2012 - 2016
      Bachelor of Science (BS) Finance, General

      Activities and Societies: Debate Team, Fordham Finance Society, Budget Committee, United Student Government, Knights of Columbus

  • Experience

    • St. Margaret's Parish

      Jun 2011 - Aug 2012
      Sacristan

      Set up for masses, weddings, funerals, and other events at the parish. Ran the parish information desk and answered the telephone.

    • The Learning Tree International Kindergarten

      Jan 2012 - May 2012
      Daycare Assistant

      Looked after children, organized children's activities, taught basic concepts to children

    • Fordham University

      Sept 2012 - May 2015
      United Student Government

      Represented the interests of the Gabelli School of Business' Class of 2016 on Fordham University's Rose Hill United Student Government. Wrote and passed resolution regarding the early distribution of Freshmen Schedules.

    • Zerve

      May 2014 - Aug 2014
      Summer Intern

      Sales Account Research - Researched accounts for sales team, constructed models of client companies resulting in more sales- Offered an extension of the internship for outstanding performance- Spoke to and mentored other interns about past success at a company meeting

    • Summer Street Advisors, LLC

      Jan 2015 - Apr 2015
      Financial Analyst Intern

    • Morgan Stanley

      May 2015 - Aug 2015
      Summer Analyst

      ISG Finance - Market Risk Controllers Group

    • Berens Capital Management, LLC

      Oct 2015 - Dec 2015
      Intern

    • Maxim Group LLC

      Jan 2016 - May 2016
      Analyst Intern in Investment Banking Division

    • National Futures Association

      Jun 2016 - Nov 2019

      • Compliance Examiner II

        Sept 2017 - Nov 2019

      • Compliance Examiner I

        Jun 2016 - Aug 2017

    • Citi

      Nov 2019 - now

      Audit Manger in Markets Internal Audit Senior Auditor in Institutional Client Group Internal Audit

      • Vice President

        Oct 2023 - now

      • Assistant Vice President

        Nov 2019 - Oct 2023

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2021
      View certificate certificate

    • Certified Fraud Examiner (CFE)

      Association of Certified Fraud Examiners (ACFE)
      Jun 2018

    • Series 3

      Financial Industry Regulatory Authority (FINRA)
      Nov 2016

  • Honors & Awards

    • Awarded to Thomas Roemer, CFA
      Woolworth Award Gabelli School of Business Jan 2013 This award is presented to all freshmen in the Gabelli School of Business who have a GPA of 3.6 or higher in the first semester of Freshmen Year.
    • Awarded to Thomas Roemer, CFA
      Frederich Douglass and Susan B. Anthony Leadership Award Rochester University Sep 2011 This award is presented to a High School student who best exemplifies the values of leadership in a High School setting.
    • Awarded to Thomas Roemer, CFA
      Cadet Major Xavier High School JROTC May 2011 This is the third to highest rank in the JROTC Regiment at Xavier High School. As the Primary Staff Operation and Training Officer for the Regiment, I planned and executed numerous events, including parades, award ceremonies, and a Military Ball which took place on the Flight Deck of the USS Intrepid and had a budget of over $12,500.
    • Awarded to Thomas Roemer, CFA
      Dean's List Fordham University Given to Students with a GPA > 3.6

  • Volunteer Experience

    • Volunteer Worker

      Issued by Esperanza International on Jul 2011
      Esperanza InternationalAssociated with Thomas Roemer, CFA