HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
Fidelity & Guaranty Life April 2011 - Present
Fidelity & Guaranty Life April 2008 - July 2011
SC&H Group 2006 - 2007
Protiviti 2004 - 2005
Office Depot 1999 - 2004
Ernst & Young May 1998 - September 1999
HSBC August 1993 - January 1997
United States Army Reserve April 1990 - May 1993
US Army August 1986 - August 1990
Skills
Essbase, Management Accounting, Portfolio Management, Valuation, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Analysis, Financial Modeling, Budgets, Analysis, Auditing, Internal Audit, Economic Capital, Insurance, Business Process..., Process Improvement, Underwriting, Sarbanes-Oxley, Financial Audits, Credit Analysis, Financial Risk, Strategic Financial..., Operational Risk, Accounting, SEC filings, US GAAP, Finance, Governance, Financial Reporting, COSO, Financial Planning, Management, Banking, Leadership
Education
Rutgers, The State University of New Jersey-Camden 1997 — 1998
MBA, Accounting and Business/Management
State University of New York College at Buffalo 1990 — 1993
BS, Economics/Finance
training
Stealth 2015 - Present
EuroAmerica 2014 - 2015
Sanabe & Associates January 2007 - August 2011
HSBC 2006 - 2007
Skills
Investment Banking, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Restructuring, Marketing, Accounting, Management, Financial Advice, Capital Raising, Project Management, Written and Verbal..., Detail Orientation, Research, Chapter 11 Bankruptcy, Capital Structure..., Budget Analysis, Relationship Management, Integrity, Presentation..., Creativity, Networking, Sales, Email Marketing
Education
Yale University - Yale School of Management 2011 — 2013
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2006
Bachelor of Science (BS), Finance
The University of Texas at Austin 2002 — 2003
HSBC January 2014 - Present
Bank of America July 2011 - December 2013
Bank of America June 2009 - May 2011
Skills
Banking, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Customer Service, Public Speaking, Social Media, Social Media Marketing, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
EY August 2014 - Present
HSBC July 2013 - July 2014
Tower Legal Solutions February 2013 - June 2013
Citigroup via The Judge Group December 2012 - January 2013
Maurice Gibel & Associates October 2012 - December 2012
Tower Legal Staffing June 2012 - September 2012
JPMC via Tower Legal Solutions September 2011 - May 2012
Astraios Capital Management LLC November 2010 - September 2011
Pershing LLC October 2009 - October 2010
Overseas-Chinese Banking Corporation May 2008 - April 2009
Skills
Corporate Law, Research and Writing,..., Legal Research, Banking, Financial Services, Risk Management, Legal Writing
Education
Rutgers University School of Law - Newark 1992 — 1996
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Rutgers College, New Brunswick Campus
Bachelor's Degree, English Language and Literature, General
Discover Financial Services November 2013 - Present
Discover Financial Services May 2007 - November 2013
HSBC September 2005 - April 2007
Countrywide Mortgage Services October 2003 - September 2005
Skills
Fraud, Credit Cards, Risk Management, Analytics, Financial Risk, SAS, Program Management, Security, Financial Services, SQL, Portfolio Management, Strategy, Credit, Business Analysis, Analysis, Process Improvement, Project Management, Credit Risk
Education
Roosevelt University 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance
William Rainey Harper College
Associate of Arts (A.A.), Medical/Clinical Assistant
AAC Utility Partners June 2015 - Present
AAC Utility Partners March 2014 - May 2015
PCL Construction August 2013 - March 2014
EMC August 2012 - August 2013
UL PureSafety November 2011 - May 2012
HSBC January 2011 - November 2011
International Game Technology May 2008 - August 2010
IGT May 2008 - August 2010
MKS Inc. November 2004 - May 2008
Various Clients January 1996 - November 2004
Skills
Test Automation, Test Planning, Software Quality..., Requirements Analysis, Process Improvement, Agile Methodologies, SDLC, Software Quality, Performance Testing, Quality Assurance, User Acceptance Testing, Regression Testing, Scrum, Testing, Test Management, Unix, Quality Center, Software Development, Software Engineering, Manual Testing, System Testing, Microsoft SQL Server, C#, Perl, Program Management, QTP, Agile Project Management, Software Project..., Databases, Web Services, Web Applications, Linux, Java, SOA, Selenium, TFS, SaaS, XML, Oracle, Enterprise Software, Distributed Systems, JUnit, Tomcat, Software Design, JIRA, C++, SQL, Visual Studio, Integration, Ant
Education
Royal Military College of Canada/Collège militaire royal du Canada 1975 — 1979
Bachelor of Science (BSc)
CIBC May 2015 - Present
CIBC World Markets December 2013 - May 2015
Rosewood Consulting Inc. October 2012 - August 2014
SunGard December 2010 - September 2012
XRM Global November 2009 - November 2010
HSBC October 2007 - October 2009
IBM Canada September 2005 - September 2007
Skills
Project Management, Training, Process Analysis, Analysis, Project Planning, Administrative..., Software Documentation, Visio, Executive..., Business Travel, Lotus Notes, MS Project, SharePoint, Expense Management, Microsoft Office, Office Management, Coordination, Event Management, Corporate Events, Team-oriented, Vendor Management, Cost Management, Conference Coordination, Financial Reporting, Board of Directors..., Human Resources, Operational Efficiency, Personal Administration, Research, Diplomacy, Business Analysis, Budgets, Management, Team Leadership, Project Coordination, Process Improvement, PMO, Business Process..., Requirements Gathering, Business Requirements, Teamwork, Time Management, System Administration, Program Management, Onboarding, Change Management, Project Delivery, Risk Management, SDLC, Leadership
Education
Royal Military College of Canada/Collège militaire royal du Canada 1999 — 2002
Master of Arts (M.A.), Management & Policy
Project Management Institute 2008 — 2009
PMP, PMP Certification
University of New Brunswick 1995 — 1999
BA, Honours Psychology
UCLA August 2014 - Present
Freshfields Bruckhaus Deringer LLP December 2008 - July 2014
HSBC October 2013 - April 2014
Freshfields Bruckhaus Deringer January 2008 - August 2008
Wuersch & Gering LLP July 2007 - September 2007
Freshfields Bruckhaus Deringer September 2006 - June 2007
Ministry of Economics North-Rhine Westphalia June 2006 - August 2006
Buse Heberer Fromm October 2005 - February 2006
Skills
M&A, Cross-border..., Legal Advice, Corporate Law, Joint Ventures, International Law, Corporate Governance, Fusionen und Übernahmen, Mergers, Legal Research
Education
University of California, Los Angeles 2014 — 2015
Master of Laws (LL.M.), Law (business law specialization)
Landesjustizprüfungsamt NRW 2006 — 2008
2nd State Exam (Zweites Staatsexamen), Law
Ruhr-Universität Bochum 1999 — 2005
1st State Exam (Staatsexamen), Law
Burlington County College January 2012 - Present
Camden County College September 2011 - Present
HSBC November 2005 - June 2008
Skills
Higher Education, Teaching, Adult Education, Staff Development, Instructional Design, Public Speaking, Curriculum Design, Student Affairs, Leadership Development, Career Counseling, University Teaching, Research, Program Development, Curriculum Development, Nonprofits
Education
Wilmington University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Rowan University 2003 — 2005
Bachelor of Arts (BA), Sociology, 3.4
First Niagara January 2003 - October 2011
M&T Bank 2002 - 2004
Bank of America 1992 - 2002
HSBC 1990 - 1992
Skills
15 years management..., Ability to analyze,..., Expertise in commercial..., Credit Risk, Compliance, Operational Risk, Commercial Banking, Process Improvement, Portfolio Management, Team Building, Operations Management, Banking, Loans, Commercial Lending, Cash Management, Management, Credit, Leadership, Financial Analysis, Operational Risk...
Education
Rowan University 1982 — 1986
BS, Business Administration
The Berkeley School 1982 — 1984
AAS, Marketing
Pennsville Memorial 1978 — 1982
HSBC July 2013 - Present
BWAY Corporation July 2012 - May 2013
Scottrade September 2011 - June 2012
TD October 2008 - September 2011
Skills
Financial Services, Branch Banking, Microsoft Office, Excel models, SAP, Morningstar, Financial Modeling, Recruiting, Analysis, Strategic Financial..., Time Management, Finance, Financial Analysis, CRM, Leadership, Management, Banking, Customer Service, Financial Planning
Education
Rutgers Business School 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.35/4.0
JPMorgan Chase & Co. July 2015 - Present
HSBC September 2014 - July 2015
HSBC June 2014 - September 2014
Office of the Public Defender, NJ May 2013 - August 2013
Skills
Criminal Justice, PowerPoint, Training, Microsoft Office, Criminal Investigations, Conducting Interviews, Microsoft Word, Food & Beverage, Operations Management, Customer Service, Leadership, SPSS, Statistical Data..., Private Investigations, Management, New Account Opening, Project Management, Microsoft Excel, Legal Documents, Client Relations Skills, Organizational..., Legal Compliance, KYC, Time Management, Marketing, Project Planning, Stakeholder Management, Stakeholder Engagement, Due Diligence, Contractual Agreements
Education
Rowan University 2012 — 2014
Master of Arts (MA), Criminal Justice, 3.84
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Arts (BA), Criminal Justice, 3.28
Buena Regional
HSBC 2015 - Present
Merrill Lynch Wealth Management 2013 - 2015
JPMorgan Chase 2011 - 2013
Securities and Insurance Broker 2009 - 2011
Global Business Intelligence 2009 - 2010
First Command Financial Services 2008 - 2009
Vonage 2006 - 2008
Konica Minolta Business Solutions U.S.A., Inc. 2005 - 2006
Rutgers University 2001 - 2005
ADP 2004 - 2004
Skills
Business Development, Cash Management, Asset Allocation, Wealth Management, Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Banking, Asset Management, Options, Financial Markets, Leadership, Fixed Income, Financial Services, Investment Banking, Hedge Funds, Loans, Valuation, Equities, Finance, Series 7, Series 65, Series 63, Series 6, Series 66
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2010
MBA-Certificate, Management and Finance
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science, Economics
Mater Dei Preparatory Academy 1997 — 2001
High School Diploma
HSBC 2008 - Present
HSBC 2006 - 2008
HSBC 2005 - 2006
Skills
Proficient in Microsoft..., 2010 Quarterly..., 2005 CFO Award, HSBC..., Avid runner, completed..., Forecasting, Variance Analysis, Budgets, Analysis, Finance, General Ledger, Financial Analysis, PeopleSoft, Accruals, Financial Modeling, Strategic Financial..., Analytics
Education
Roosevelt University
Bachelor's Degree, Accounting
AIG December 2013 - Present
Deloitte Consulting July 2012 - December 2013
RBS Global Banking & Markets October 2007 - June 2012
HSBC July 2004 - October 2007
Swiss Re May 2001 - July 2004
JPMorgan Chase February 1999 - April 2001
MetLife September 1993 - January 1999
Skills
Financial Risk, Actuarial Science, Reinsurance, Structured Finance, Fixed Income, Economic Capital, Capital Management, Derivatives, ALM, Capital Markets, Quantitative Finance, Enterprise Risk..., Structured Products, Risk Management, Valuation, Financial Modeling, Hedging, Solvency II, Credit Risk, Market Risk, Investment Banking, Credit Derivatives, Securitization
Education
Rutgers Graduate Business School
M.B.A., Finance
Rutgers University
B.A., Mathematics
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Accenture January 2007 - January 2011
HSBC September 2008 - May 2009
American Express June 2008 - September 2008
JPMC August 2007 - June 2008
Verizon March 2007 - July 2007
Skills
Program Management, Business Process, SDLC, Portfolio Management, Management Consulting, Executive Reporting, Financial Reporting, Business Process..., Data Analysis, Hands-on Problem Solver, Strategic Planning, Quality Center, Project Portfolio..., Process Automation, UAT coordination, Analytics
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Information Technology and Informatics
Morgan Stanley November 2014 - Present
HSBC August 2011 - November 2014
Rabobank September 2008 - August 2011
Sumitomo Mitsui Banking Corporation January 2007 - September 2008
ABN AMRO August 2004 - December 2006
The Bank of New York November 2001 - August 2004
American Express May 1977 - October 2001
Skills
Investment Banking, Banking, Risk Management, Financial Risk, Bank Secrecy Act, Money Laundering, OFAC, AML, Operational Risk..., KYC, Credit, Financial Services, Capital Markets, Operational Risk, Commercial Banking, Due Diligence, Payments, Enterprise Risk..., Securities, Financial Institutions, Retail Banking, Fraud, Fixed Income, Anti Money Laundering
Education
Rutgers University 1983 — 1995
B.A., History
Rutgers University
M.S., HRIS
HSBC June 2006 - Present
Skills
Mortgage, Refinance, First Time Home Buyers, Home Equity Lines of..., New Home Sales, Existing Home Sales, Credit Analysis, international borrowers, FHA financing, FHA, Fannie Mae, Freddie Mac, Pre-approval, jumbo loans, Loans, Real Estate, Home Equity Loans, Investment Properties, Residential Mortgages, Banking, Loan Origination, Underwriting, Foreclosures, Real Estate Transactions, Residential Homes, Relocation
Education
Rutgers University-New Brunswick 2001 — 2005
HSBC 2006 - Present
HSBC 2004 - 2006
HSBC 1999 - 2004
HSBC 1994 - 1999
Glickenhaus & Co. 1989 - 1994
CBS Records 1988 - 1989
Oppenheim, Appel, & Dixon CPA's 1987 - 1988
Skills
Financial Markets, Financial Modeling, Foreign Exchange, Metals, Rates, Credit, Equities, Capital Markets, Derivatives, Treasury Management, TM1, Hyperion Enterprise, Financial Reporting, Fixed Income, Treasury, FX Options, Investment Banking, Hedge Funds, Strategic Financial..., Financial Planning, Corporate Finance, Financial Analysis
Education
Rutgers Graduate School of Management
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Lions Financial Group July 2012 - Present
Coast Capital Savings June 2011 - July 2012
Bank of Montreal 2008 - 2011
HSBC 2005 - 2008
Skills
Retail Banking, Financial Analysis, Commercial Banking, Investments, Portfolio Management, Real Estate, Commercial Lending, Loans, Corporate Finance, Financial Modeling, Leases, Asset Management, Credit Risk, Credit, Banking, Investment Properties, Real Estate Financing, Due Diligence, Commercial Real Estate, Negotiation, Financial Advisory, Risk Management, Brokerage, Real Estate Transactions, Corporate Real Estate, Real Estate Development, Valuation, Financial Structuring
Education
Royal Roads University
Bachelor of Commerce (BCom), Entrepreneurial Management
Pfizer May 2014 - Present
Pfizer Pharmaceuticals March 2009 - May 2014
LEO Pharma 2005 - 2007
BMS 2003 - 2005
HSBC 2001 - 2003
Skills
Infectious Diseases, Ophthalmology, Cross-functional Team..., Sales Operations, Selling, Neuroscience, Hospitals, Sales, Sales Presentations, Strategic Planning, Strategic Thinking, Account Management
Education
Thompson Rivers University 2014 — 2017
Master of Business Administration (MBA)
Royal Roads University 2000 — 2001
BCom, Entrepreneurial Management
University of Victoria 1997 — 2000
BA, Anthropology
Insurance and Financial Services Brokerage Barra & Associates May 2012 - Present
Mutual of Omaha March 2009 - May 2012
HSBC May 2004 - December 2006
Barrington Bank & Trust Co 1998 - 2006
Skills
Term Life Insurance, Strategic Financial..., Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Banking, Sales, Retirement Planning, Life Insurance
Education
Roosevelt University 1996 — 2009
Saint Viator High School 1988 — 1992
Oberon Capital Corporation August 2009 - Present
Chibougamou Independent Mines October 2012 - Present
Dundee Securities January 2007 - December 2007
HSBC March 2003 - August 2006
RBC Capital Markets April 1997 - February 2003
Canadian Forces 1985 - 1994
Skills
Derivatives &..., Structured Finance, Program Management, Structured Products, Finance, Strategic Planning
Education
University of Ottawa 1994 — 1996
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1981 — 1985
B Eng, Chemical Engineering
HSBC April 2008 - December 2013
HSBC October 2006 - April 2008
HSBC January 2002 - October 2006
Skills
Telecommunications, Management, Project Delivery, Banking, Portfolio Management, Project Management, Retail Banking, Data Center, Enterprise Architecture, Change Management, Risk Management, IT Service Management, Vendor Management, PMO, Operational Risk, Investment Banking, Credit Cards, Requirements Gathering, Credit Risk, Internet Banking, Requirements Analysis, Business Continuity, Process Improvement, Project Portfolio..., Governance, Stakeholder Management, Software Project..., Team Management, Outsourcing, Service Delivery, Program Management, Business Intelligence, Business Process..., Solution Architecture, Systems Analysis, Business Analysis, Financial Risk, Relationship Management, Information Security, Financial Markets, Information Security..., DB2
Education
Roosevelt University 1980 — 1983
Bachelor of Arts (B.A.)
Natixis CIB Americas August 2015 - Present
Citi August 1999 - August 2015
HSBC September 1998 - August 1999
MetLife December 1997 - September 1998
AT&T Bell Labs March 1995 - December 1997
Skills
Performance Tuning, Oracle, Databases
Education
Rutgers University
Bachelor of Science (BS)
SEIU Training Partner October 2013 - Present
Largest software company in Redmond, WA April 2013 - September 2013
HSBC November 2012 - March 2013
Dearborn National April 2006 - March 2012
Allstate February 2004 - April 2006
Allstate January 2000 - February 2004
Skills
PMP, Requirements Analysis, Business Analysis, Requirements Gathering, Agile Methodologies, Quality Assurance, Visio, SDLC, Vendor Management, MS Project, Process Improvement, Project Management, Program Management, PMO, Software Documentation, Analysis, Training, Team Building, Management, Change Management, Software Project..., Project Portfolio..., Project Planning, SharePoint, Cross-functional Team..., Resource Management, Customer Service, Strategic Planning, Risk Management, Business Process, Insurance, Leadership
Education
Roosevelt University 2002 — 2004
Master of Business Administration (MBA), Project Management, 3.98
HSBC
Skills
Management, Software Development, Leadership, IT Management, IT Strategy, IT Solutions, Retail Banking, Financial Services, Problem Solving, Information Technology, Strategic Planning, Product Development
Education
Rowan University 1987 — 1991
Bachelor’s Degree, Industrial and Organizational Psychology, 3.0
KPMG October 2015 - Present
Hudson County Community College January 2013 - Present
Hudson County Community College January 2012 - Present
HSBC August 2015 - October 2015
Zaro's Bakery June 2010 - December 2010
Skills
Tutoring, Higher Education, Teaching, Student Development, Student Affairs, Curriculum Development, Academic Tutoring, Critical Thinking, Data Analysis, PowerPoint, Microsoft Office, Editing, Statistics, Adult Education, Curriculum Design, Distance Learning, Research, ESL, Creative Writing, Microsoft Excel, Bloomberg Terminal, Project Coordination
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, Economics, 3.75
Sanofi Pasteur June 2014 - Present
Sanofi Pasteur July 2014 - May 2015
GlaxoSmithKline May 2013 - August 2013
HSBC June 2010 - December 2011
GEICO December 2009 - December 2010
Pro Options LLC June 2008 - October 2009
Skills
Product Marketing, Marketing Strategy, Analytics, Market Analysis, Marketing Research
Education
Rutgers Business School 2012 — 2014
Master of Business Administration (MBA), Marketing
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY 2005 — 2009
Bachelors of Arts (B.A.), Biological Sciences
Under Armour June 2015 - Present
New Westminster Minor Hockey Association April 2015 - Present
Western Hockey League August 2012 - Present
The Hockey Shop October 2013 - June 2015
Canlan Ice Sports November 2010 - October 2013
VANOC 2009 - 2010
CIBC World Markets March 2003 - September 2005
HSBC 2000 - 2002
Canadian Armed Forces February 1993 - September 2001
Skills
Budget Forecasts, Purchase Management, Sports Retailing, Commercial Banking, Financial Projection, Facility Management, First Aid, Inventory Management, Sports Programming, Ice Hockey, Officiating
Education
Royal Roads University 1999 — 2000
Bachelor of Commerce (B.Com.), Entrepreneurship/Entrepreneurial Studies
University of Victoria 1998 — 1999
Diploma, Business Administration
HSBC July 2015 - Present
Barclaycard July 2014 - July 2015
Barclaycard May 2012 - July 2014
barclaycard July 2009 - May 2012
Skills
Financial Services, Banking, Relationship Management, Call Centers, Management, People Skills, CMS, Visio, User Acceptance Testing, Process Improvement, Microsoft Office, Customer Service, Customer Experience, Leadership, Risk Management, Credit Cards, Business Analysis, Change Management, Business Requirements, Analysis, Microsoft Excel, PowerPoint, Team Leadership, SDLC
Education
Rutgers University – Camden 2004 — 2012
Bachelor's degree, Business Administration and Management, General
HSBC January 2015 - Present
HSBC August 2010 - March 2015
Merrill Lynch July 2005 - August 2010
Unilever June 2004 - September 2004
Skills
Fixed Income, Capital Markets, Bloomberg, Derivatives, Series 7, Securities, Hedge Funds, Valuation, Bonds, FX Options, Finance, Financial Analysis, Options, Risk Management, Trading, Financial Risk, Swaps, Financial Modeling, Analysis, Financial Services
Education
Rutgers Business School 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Zurich North America May 2013 - Present
Centegra Health System April 2010 - May 2013
HSBC 2004 - 2009
Lee Hecht Harrison 1996 - 2004
Rock Valley College 1998 - 2000
Skills
Coaching, Workshop Facilitation, Leadership Development, 360 Feedback, Organizational..., Performance Management, Talent Management, Employee Engagement, Training Delivery, Training, Human Resources, Instructional Design, Change Management, Organizational..., Interviews, Employee Training, Leadership, Succession Planning, Onboarding, Executive Coaching, Management, Vendor Management, Resume Writing, Adult Education, Employee Relations, Instructor-led Training, Performance Improvement, Needs Analysis, Career Development, Management Development, Staff Development, Conflict Resolution, Workforce Planning, Career Counseling
Education
Roosevelt University
MA, Training and Development with a concentration in Organizational Development
Columbia College of Missouri
BA, Business Administration with an emphasis in Management
Wells Fargo Home Mortgage April 2015 - Present
United Guaranty Corporation August 2014 - April 2015
Guaranteed Rate March 2013 - February 2014
JP Morgan Chase August 2011 - March 2013
JPMorgan Chase February 2011 - August 2011
JPMorgan Chase June 2009 - January 2011
HSBC July 2008 - March 2009
HSBC December 2007 - July 2008
HSBC April 2006 - December 2007
Decision One (member HSBC) August 2004 - April 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Risk Management, FHA, Underwriting, Financial Risk, Credit Risk, Leadership, Management, CRM, Financial Services, Due Diligence, Real Estate, Sales, Quality Assurance, Auditing, Fraud, Human Resources, Internal Audit
Education
Roosevelt University 1989 — 1994
BA, Political Science
Sierra Auto Finance August 2015 - Present
Sierra Auto Finance LLC July 2013 - Present
Capital One Auto Finance May 2001 - July 2013
HSBC November 1999 - May 2001
AmeriCredit/GM Financial April 1996 - January 1999
Chemical Bank-NJ December 1994 - April 1996
Yegen Acceptance Corp September 1988 - December 1994
Skills
Partnership Development, Territory Planning, Sales Presentations, Interviewing, Marketing Strategy, Sales Management, Negotiation, Credit, Account Management, Strategic Planning, Consultative Selling, New Business Development, Hiring, Coaching, Competitive Analysis, Market Analysis, Sales Process, Training, Salesforce.com, Customer Satisfaction, Cold Calling, Loan Origination, Sales Operations, Selling, Customer Service, Customer Retention, Profit, Leadership, Sales, Retail, Business Development, Relationship Management, Team Building, Automotive, CRM, Finance, Management, Loans, Marketing, Start-ups, B2B, Portfolio Management, Business Planning, Forecasting, Pricing, Credit Analysis, Consumer Lending, Strategy, Time Management, Banking
Education
Rowan University 1977 — 1981
B.S., Marketing/Finance/Business Administration
BAE Systems August 2015 - Present
BAE Systems December 2014 - Present
Raytheon Space and Airborne Systems August 2010 - November 2014
Raytheon Missile Systems 2008 - 2010
Raytheon Missile Systems 2007 - 2008
Raytheon Missile Systems 2005 - 2007
HSBC 2003 - 2004
Farleigh Dickinson University 2003 - 2004
Skills
SAP, Project Management, Scheduling, Earned Value Management, Data Analysis, Data Warehousing, Government Contracts, MS Project, Visio, Six Sigma, Budgeting, Process Improvement, Risk Management, Access, Planning, Excel, Analysis, Team Leadership, Forecasting, Problem Solving, Compliance, Financial Analysis, Budgets, Project Planning, Program Management, Microsoft Excel, Testing, Business Intelligence, PMO, Change Management, DoD
Education
Wilmington University 2002 — 2003
M.B.A
Rowan University 1999 — 2002
Bachelor of Science
Wintrust Financial Corporation July 2015 - Present
Currently seeking new opportunities. November 2014 - August 2015
HSBC February 2004 - January 2015
HSBC (Formally Household International) August 1998 - February 2005
Skills
Process Improvement, Management, Risk Management, Business Analysis, Payments, Operations Management, Team Building, Business Process..., Leadership, Relationship Management, Credit Cards, Consumer Lending, Fraud, Team Leadership, Access, Training, Performance Management, Customer Satisfaction, Change Management, Cross-functional Team...
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Roosevelt University 1993 — 2001
Bachelors, Business Management
Triton-College 1986 — 1992
Associates, Marketing Management
Société Générale June 2015 - Present
HSBC September 2013 - May 2015
Valeant Pharmaceuticals January 2013 - August 2013
Novartis Pharmaceuticals - Sandoz May 2012 - August 2012
Skills
Analysis, Strategy, Insurance, Business Planning, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Employee Benefits, Accounting
Education
Rutgers University School of Business 2009 — 2013
enrolled, Finance
Rutgers University School of Business 2009 — 2013
enrolled, Finance
Rutgers University-New Brunswick 2009 — 2013
Bachelors, Finance
Sears Hometown and Outlet Stores, Inc. January 2015 - Present
Centegra Health System January 2013 - December 2013
Chicago Athletic Club/Marc Realty December 2010 - March 2012
HSBC January 2002 - June 2009
BIO-LOGIC SYSTEMS CORP 1995 - 2002
Sweetheart Cup Company 1990 - 1995
sweetheart cup company 1990 - 1995
Keebler Company 1984 - 1988
Altschuler, Melvoin, and Glasser 1982 - 1983
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Variance Analysis, Cash Management, Strategic Financial..., General Ledger, Hyperion Enterprise, Sarbanes-Oxley Act, PeopleSoft, Financial Accounting, Auditing, Financial Modeling, Forecasting, Microsoft Excel, Financial Statements, Accruals, Payroll, Corporate Finance, Internal Audit
Education
Roosevelt University 1980 — 1982
BS, ACCOUNTINT
Mather High School 1974 — 1978
Rogers 1968 — 1974
TD December 2014 - Present
HSBC August 2013 - November 2014
Skills
Customer Service, Management
Education
Rutgers Business School
Bachelor's Degree, Economics
First Choice Bank July 2013 - Present
TD Bank May 2012 - July 2013
TD Bank July 2009 - May 2012
HSBC July 2001 - April 2009
Skills
Loans, Banking, Portfolio Management, Commercial Banking, Underwriting, Small Business Lending, Retail Banking, Cash Management, Credit, Strategic Financial..., Cross Selling, Consumer Lending, Commercial Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Sales, Refinance, Small Business, Branch Management, Commercial Mortgages, Loan Origination, Branch Banking, Relationship Management, Mortgage Banking, Deposits, Residential Mortgages, Management, Finance, Customer Service, Financial Analysis, Marketing, Financial Services, Risk Management, Credit Risk, Credit Cards, Public Speaking
Education
Rutgers University-New Brunswick 1998 — 2000
Business, Business Administration, Finance
Microsoft March 2015 - Present
Microsoft 2012 - March 2015
HSBC 2006 - 2011
HSBC 2004 - 2006
HSBC 2001 - 2004
HSBC 1999 - 2001
ISD Technologies 1998 - 2000
Maple Ridge Community Credit Union 1994 - 1998
Westminster Savings Credit Union 1994 - 1998
Skills
Virtualization, Enterprise Architecture, Systems Management, IT Management, Data Center, IT Operations, Vendor Management, Server Architecture, Solution Architecture, Infrastructure, IT Strategy, Consulting, IT Service Management, Management, Technical Architecture, ITIL, Cloud Computing
Education
Royal Roads University
Bachelor of Commerce
Instinet Incorporated November 2014 - Present
HSBC January 2013 - October 2014
Fidessa June 2001 - December 2012
Skills
Equities, Fidessa, Trading Systems, Equity Trading, Market Data, Electronic Trading, Integration, Order Management, Sybase, Exchange Connectivity, Unix, Software Development, Requirements Analysis, Agile Methodologies, Back Office, Low Latency, Solaris, Unix Shell Scripting, Equity Derivatives, Derivatives, Financial Markets, Options, FX Options, Trading, Prime Brokerage, Bloomberg, Fixed Income, Connectivity, Investment Banking, Capital Markets, Securities, User Acceptance Testing, Hedge Funds, SWIFT messaging, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Computer Science, Artificial Intelligence
Infor October 2014 - Present
Infor June 2011 - November 2014
Infor September 2010 - June 2011
Wachovia, A Wells Fargo Company June 2009 - September 2010
HSBC June 2004 - June 2009
HSBC February 2004 - June 2004
HSBC January 2003 - February 2004
HSBC July 2002 - January 2003
Skills
Salesforce.com, Enterprise Software, CRM, SaaS, Business Intelligence, Business Development, Sales, Sales Process, Sales Management, B2B, Team Leadership, Team Management, Training, Management, Lead Generation, Solution Selling, Account Management, Business Analysis, New Business Development, Analytics, Leadership
Education
Rowan University 1997 — 2001
B.A., Public Relations
Pitman High School
PNC May 2015 - Present
Citizens Bank January 2012 - April 2015
Marlin Leasing March 2011 - January 2012
Citizens Bank October 2009 - March 2011
HSBC June 2008 - April 2009
Global Mortgage, Inc June 2005 - March 2008
Mid Atlantic Capital, LLC April 2001 - August 2005
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, FHA, Underwriting, Credit Analysis, Residential Mortgages, Refinance, Commercial Mortgages, Retail Banking, Banking, Sales, Finance, FHA financing
Education
Rutgers, The State University of New Jersey-Camden 1998 — 2002
Bachelor's, Economics
BancVue April 2009 - Present
TD Ameritrade August 2006 - January 2009
HSBC October 2000 - May 2006
Skills
Performance Management, Leadership Development, Organizational..., Training, Human Resources, Risk Management, Leadership, Management, Program Management, Recruiting, Change Management, Team Building, Team Leadership, Call Centers, Start-ups, Talent Management, Strategy, Budgets, Cross-functional Team..., Selling, Strategic Planning, Public Speaking, Employee Benefits, Sales, Customer Service, Onboarding, Executive Management, Coaching, Employee Training, Process Improvement, Vendor Management, Talent Acquisition, Training Delivery
Education
Roosevelt University 1993 — 1997
Bachelor's Degree, Business/Corporate Communications
HSBC March 2015 - Present
Special Counsel January 2015 - February 2015
The Law Office of Dan Zonies March 2014 - June 2014
GlaxoSmithKline December 2007 - February 2014
Charles River Laboratories October 2005 - October 2007
Crystal Inc. - PMC Group November 2004 - September 2005
Skills
Biopharmaceuticals, Pharmaceutical Industry, Technology Transfer, Drug Development, Chromatography, HPLC, GMP, LIMS, Validation, Sop, FDA, GLP, Drug Discovery, Legal Research, Legal Writing, Legal Documents
Education
Rutgers University School of Law - Camden 2011 — 2014
Juris Doctorate, Law
Temple University
Bachelor of Science, Biology
Hybrid Interactive May 2007 - Present
Millennium Communications Group January 2009 - August 2012
DazMedia 2006 - 2007
HSBC November 2005 - October 2006
Commerce Bank August 2001 - October 2005
RAC Productions November 1997 - March 2001
WWAC TV53 May 1997 - November 1997
Skills
Creative Direction, Video Production, Marketing, Video, Web Design, Editing, Management, Strategic Planning, Post Production, Film, New Business Development, Program Management, Marketing Communications, Social Media Marketing, Team Building, Integrated Marketing, Digital Media, Marketing Strategy, Broadcast, Multimedia, Sales, Digital Marketing, Creative Strategy, Budgets, Copywriting, Training, Press Releases, Corporate Communications, Graphic Design, Commercials
Education
Rowan University 1992 — 1997
BA, Communications
HSBC August 2013 - Present
Direct Edge July 2013 - August 2013
HSBC Securities September 2012 - June 2013
Fidelity National Information Services April 2012 - June 2012
Prudential August 2010 - May 2011
Prudential July 2009 - August 2010
Treasurers' Department July 2008 - July 2009
Life Finance July 2007 - July 2008
Roche June 2006 - August 2006
Roche June 2005 - August 2005
Skills
Financial Modeling, Financial Reporting, Microsoft Office, Financial Analysis, Corporate Finance, Oracle Financials, Oracle Applications, Hyperion, Hyperion Enterprise, Essbase, Clarity, SAP BW, Oracle Application..., Financial Markets, Financial Accounting, Research, Banking Operations, Economics, International Project..., Project Coordination, Valuation, Firm Valuation, Equity Valuation, Planning, Business Analysis, Competitive Analysis, Cost Analysis, Budget, Oracle Discoverer, Financial Statement..., Consolidation, Consolidated Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, PeopleSoft, Team Leadership, Presentations, Portfolio Management, Due Diligence, Treasury Management, Banking, Finance, Real Estate Due..., Divestitures, asset sales
Education
Rutgers University-New Brunswick 2003 — 2007
BS, Finance, Economics
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Finance and Economics
Passaic High School
Capital One October 2014 - Present
Capital One May 2012 - October 2014
HSBC 2007 - 2012
HSBC 2003 - 2007
Skills
Risk Management, Banking, Leadership, Process Improvement, Customer Service, Compliance, Transaction Testing, Internal Controls, Financial Risk, Credit Risk, Fraud
Education
Rutgers University – Camden 1993 — 1998
Bachelor's Degree, Business Management and Marketing
Bloomberg LP May 2013 - Present
HSBC August 2010 - April 2013
Infotech Solutions August 2005 - July 2010
Skills
Recruiting, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Technical Recruiting, Human Resources, Management, Contract Recruitment, Financial Services, Executive Search, Screening Resumes, Onboarding, Screening, Staffing Services, Permanent Placement, College Recruiting, Sourcing, Interviews, Temporary Placement, Salary Negotiation, Vendor Management
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Psychology
HSBC 2014 - Present
Morgan Stanley 2013 - 2014
Moody's Investors Service 2008 - 2013
Standard & Poor's May 2008 - August 2008
Skills
Financial Modeling, Equity Research, Fixed Income, Financial Analysis, Valuation, Quantitative Finance, Finance, Credit, Monte Carlo Simulation, Portfolio Management, VBA, Analysis, Bloomberg, R, Credit Risk, Quantitative Analytics, Bonds
Education
Rutgers, The State University of New Jersey-New Brunswick
Ph.D.
Razorfish May 2011 - Present
HSBC July 2009 - August 2011
HSBC Securities 2006 - 2009
CheckFree 2003 - 2006
Net2Phone 2000 - 2001
Skills
Business Analysis, Requirements Analysis, Quality Assurance, SDLC, Requirements Gathering, Portfolio Management, Business Requirements, Visio, Business Intelligence, Software Project..., SQL, Agile Methodologies, Risk Management, Project Management
Education
Rutgers Business School 2010 — 2014
MBA - Marketing/Analytics
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Bachelors, Computer Information System
Citi December 2014 - Present
Citi September 2014 - December 2014
HSBC February 2014 - September 2014
Various April 2011 - January 2014
Barroway Topaz Kessler Meltzer Check January 2010 - April 2011
Britt, Riehl, & Spudic May 2007 - July 2009
Morgan Lewis 2006 - 2007
Hoffman DiMuzio April 2005 - June 2006
InfoRocket.com / Liveadvice May 2000 - May 2003
Skills
Legal Research, Litigation, Civil Litigation, Legal Writing, Courts, Litigation Support, Personal Injury, Westlaw, Appeals, Trademarks, Trade Secrets, Arbitration, Criminal Law, Product Liability, Dispute Resolution, Employment Law, Document Review, Legal Assistance
Education
Rutgers University School of Law - Camden 2003 — 2006
Doctor of Law (JD), Law
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Management Science and Information Systems
Zurich North America November 2009 - Present
Solomon Edwards Group, LLC July 2009 - November 2009
Resources Global Professionals September 2007 - May 2009
Zurich Financial Services 2007 - March 2009
Sears Holdings May 2006 - September 2007
GE Consumer Finance April 2000 - August 2006
HSBC 2005 - 2006
American General Financial Assurance November 1992 - April 2000
AIG 1992 - 2000
Skills
Financial Reporting, Financial Analysis, Auditing, Internal Audit, Finance, Sarbanes-Oxley Act, Strategic Financial..., Sarbanes-Oxley, Process Improvement, Management, GAAP, Accounting, Analysis, Leadership, Internal Controls, Account Reconciliation, Project Management, Banking, Microsoft Excel
Education
Roosevelt University 2001 — 2004
MBA, Accounting
Roosevelt University 1995 — 1999
BSc, Accounting
Navy Federal Credit Union September 2015 - Present
HSBC December 2013 - August 2015
PHH Mortgage May 2012 - August 2013
PHH Mortgage June 2011 - June 2012
PHH Mortgage January 2007 - May 2011
PHH Mortgage February 2004 - January 2007
Skills
Loans, Credit Risk, Credit, Mortgage Lending, Banking, Mortgage Banking, Portfolio Management, Process Improvement, Credit Analysis, Fixed Income, Mergers & Acquisitions, Series 7, Loan Origination, Business Analysis, Investment Properties, Business Development, Cash Management, Financial Modeling, Financial Analysis, Customer Service, Securities, Asset Management, Strategic Financial..., Risk Management, Real Estate, Retail Banking, Equities, Investments, Finance, Forecasting, Financial Services
Education
Rowan University 1999 — 2003
BA, History
Kohlberg Kravis Roberts & Co. 2008 - Present
MedPointe Pharmaceuticals March 2004 - February 2008
HSBC 2002 - 2003
Genesis Direct 2000 - 2001
Warner-Lambert (Pfizer) 1999 - 2000
Rutgers University Computing Services 1994 - 1999
Skills
VMware, vSphere, SAN, StorageTek, Compellent, SAN Fabric Management, Microsoft Exchange, Windows Server, SQL, Data Domain, Backup & DR, Disaster Recovery, Virtualization, Cloud Computing, Infrastructure, Storage Area Networks, Active Directory, Servers, SharePoint, Storage Virtualization, Business Continuity, Management, VDI, VMware vSphere, Storage, VMware Infrastructure, Software Development
Education
University of Maryland University College 2005 — 2008
MBA
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
Bachelor of Science, Ceramic and Material Engineering
Qtrade Financial Canada June 2008 - Present
HSBC April 2006 - June 2008
Skills
Business Requirements, Business Analysis
Education
Royal Roads University 2007 — 2008
Business Analyst Certification
Simon Fraser University 1998 — 2002
BBA / BCOMM, Business Finance & MIS
Stearns Lending October 2012 - Present
Bank of America December 2009 - January 2012
HSBC January 2008 - February 2009
Countrywide Home Loans 2004 - 2007
Argent Mortgage January 2002 - March 2004
Skills
Credit, Banking, Commercial Lending, Mortgage Lending, Portfolio Management, Financial Analysis, Risk Management, FHA, Relationship Management, Business Analysis, Finance, Financial Modeling, Customer Service, Microsoft Office, Management, Auditing
Education
Roosevelt University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services
Roosevelt University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
PSEG February 2013 - Present
Merck January 2011 - January 2013
Healthcareseeker.com September 2006 - December 2010
Bed Bath and Beyond 2002 - September 2008
HSBC 2005 - 2006
Bed Bath & Beyond January 2005 - August 2005
Skills
Labor Relations, Performance Management, Talent Acquisition, Employee Relations, Outlook, Applicant Tracking..., Organizational..., Onboarding, Succession Planning, Team Building, Process Improvement, Leadership, Employee Benefits, Management, Talent Management, Employee Engagement, Recruiting, Workforce Planning, HRIS, Deferred Compensation, Benefits Administration, College Recruiting, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Communication & Labor Relations
Brasidas Group AG November 2009 - Present
HSBC May 2008 - November 2009
Wachovia July 2007 - May 2008
Wachovia Mortgage Corp. December 2003 - July 2007
Citibank May 2000 - December 2003
First Union National Bank August 1997 - May 2000
Skills
Start-ups, Financial Analysis, Relationship Management, Portfolio Management, Wealth Management, Commercial Banking, Investments, Retail Banking, Emerging Markets, Risk Management, Credit, Loans, Strategic Planning, Mortgage Lending
Education
Rutgers University-New Brunswick 1991 — 1995
BA, Administration of Justice/Economics
St. Peters Prep (Student Class of 91)
MetLife August 2015 - Present
Capital One May 2012 - Present
HSBC January 2002 - April 2012
Healthfirst September 2000 - December 2001
New Solutions, Inc January 1998 - August 2000
Skills
SAS, Microsoft Excel, Analysis, Credit Risk, Credit Cards, Risk Management, Financial Modeling, Business Analysis, Forecasting, Data Mining, Presentations, Analytics, Management, Banking, VBA, SQL, Financial Services, Portfolio Management, Financial Risk, Process Improvement, SDLC
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Master of Arts (M.A.), Economics
University of Delaware 1990 — 1994
Bachelor of Arts (B.A.), Sociology
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Bachelor's Degree, Economics
Instant Technology September 2014 - Present
HSBC September 2013 - April 2014
HSBC January 2008 - September 2013
HSBC January 2006 - January 2008
HSBC January 2001 - January 2006
Household International January 1999 - January 2001
Skills
Financial Modeling, Forecasting, Corporate Finance, Financial Analysis, Finance, Strategic Financial..., Process Improvement, Financial Analysis and..., Managerial Finance, Internal Audit, Internal Controls, PeopleSoft Asset..., Hyperion/Essbase..., Change Advocate, Citrix, Actuate, Cognos, AssureNET, Lotus Notes, Microsoft Office (Word,..., Mainframe/TSO, Actuate Report, Analysis, Customer Centric..., Collaborator, Account Reconciliation, Financial Planning, Management, Risk Management, Business Analysis, Business Objects
Education
Roosevelt University
Finance Major
HSBC ManagerHSBC Card and Retail Services1995 - Present
Education
Rowan University 1968 — 1972
HSBC Program Manager/Product ManagerAT&T1983 - 2000
Education
Roosevelt University 1996 — 2000
Fifth Third Bank March 2013 - Present
Citi 2011 - 2013
HSBC April 2005 - July 2011
Wachovia Bank June 1991 - April 2005
Skills
Financial Analysis, Due Diligence, Customer Relations, Derivatives, Negotiation, Global Cash...
Education
Villanova University 1994 — 2001
MBA, Finance
First Union 1994 — 1995
Credit Training Program
Rowan University 1987 — 1991
BS, Accounting
HSBC May 1993 - Present
Education
Roosevelt University
BSBA, Economics
Project Management Institute
Project Management Professional, (PMP)
BMO Financial Group January 2014 - Present
Capital One May 2012 - December 2013
HSBC January 2010 - May 2012
HSBC July 2008 - December 2009
HSBC July 2005 - July 2008
HSBC August 2003 - July 2005
FOCAL COMMUNICATIONS April 2002 - August 2003
Level 3 Communications January 1998 - November 2001
Skills
Strategy, Program Management, Cross-functional Team..., Forecasting, Business Analysis, Change Management, Project Management, Budgets, Analysis, Start-ups, Leadership, Finance, Managerial Finance, Management, Business Strategy, Financial Services, Risk Management, Process Improvement, Financial Analysis, Banking
Education
Roosevelt University
M.B.A & B.S, Business Administration; Finance and Accounting
I wish Employment ConsultantSUCCESS Employment ServicesJanuary 2009 - February 2011
S.U.C.C.E.S.S. Employment Services December 2008 - February 2011
The Active Network May 2008 - November 2008
GCGC October 2007 - March 2008
HSBC July 2007 - October 2007
Maxim Group January 2006 - December 2006
GT Hiring Solutions (Destinations) January 2004 - January 2006
Computer People now Ajilon Technology (Zurich, Switzerland) March 2000 - October 2001
Education
Royal Roads University 1997 — 1998
Johnson & Johnson September 2008 - Present
Prudential Financial June 1999 - February 2008
Prudential 1999 - 2008
HSBC June 1998 - July 1999
UBS January 1991 - June 1998
Skills
Performance Management, HRIS, Succession Planning, Talent Management, Employee Engagement, Personnel Management, Employee Relations, Strategic HR, Executive Coaching, Training, Integration, Deferred Compensation, Organizational Design, Onboarding, Human Resources, Workforce Planning, Talent Acquisition, Organizational..., Sales, Management, Due Diligence, Interviews, Recruiting, Team Management, Executive Pay, Change Management, Coaching, Negotiation, Grievances, Integrated Marketing, Executive Management, College Recruiting, FMLA, 360 Feedback, Employee Benefits, Compensation & Benefit, Leadership Development, Employee Surveys
Education
Rutgers University-New Brunswick 1984 — 1991
BA, Sociology
Home Warranty of America September 2014 - Present
Consultant January 2012 - August 2014
HSBC November 2003 - May 2011
Allstate 1996 - 2000
Skills
Excel, Problem Solving, Word, PowerPoint, Budgeting, Microsoft Office, Accounting, Process Improvement, Access, Outlook, Financial Analysis, Coaching, Forecasting, PeopleSoft, Analysis, Lotus Notes, Financial Reporting, Financial Modeling, Corporate Finance, Microsoft Word, Budgets, US GAAP, Microsoft Excel, Strategic Financial..., Banking, Account Reconciliation, Finance, IFRS, Variance Analysis, Financial Statements, Leadership, Management, General Ledger, Payroll, Financial Accounting, GAAP, Auditing, Sarbanes-Oxley Act, Accounts Payable, CPA, Hyperion Enterprise, P&L, Essbase, Internal Controls, Hyperion, SAP
Education
Roosevelt University 1996 — 1999
BS, Accounting
EagleBank January 2015 - Present
EagleBank April 2012 - January 2015
HSBC January 2011 - March 2012
Liftec, Inc September 2008 - May 2009
Skills
Risk Management, Operations Management, Banking, Customer Service, Financial Analysis, Commercial Banking, Retail Banking, Relationship Management, Microsoft Office, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick
N/A March 2009 - November 2009
HSBC February 1988 - March 2009
Education
Roosevelt University 1969 — 1971
Communciations
Fern's Flower Farm, Inc. November 2007 - Present
HSBC December 1985 - November 2007
Household International 1985 - 2007
Skills
Financial Analysis, Finance
Education
College of Lake County 2008 — 2011
Associate's degree, Natural Areas Management - Certificate Landscape Design
Roosevelt University 1977 — 1979
Bachelor, Accounting
HSBC March 2013 - Present
Skills
Microsoft Excel, Oracle SQL Developer, Data Analysis, Business Analysis, Project Management, Metrics Reporting, SharePoint Designer, Microsoft SQL Server, Risk Management, KYC, CSS3, HTML 5, JavaScript, jQuery, Python, Microsoft Access, Access
Education
Rutgers University 2004 — 2008
Bachelor of Arts (B.A.), Information Technology
HSBC
Skills
Risk, Compliance, Financial Risk, Auditing, Banking, Credit, Financial Services, KYC, Mortgage Lending, Operational Risk, Risk Management
Education
Roosevelt University
Business Administration and Management, General
HSBC March 2001 - Present
Bank of China May 1995 - June 1999
Education
Roosevelt University 2000 — 2002
Master, Computer Science
HSBC July 2014 - Present
US Bank July 2013 - June 2014
CitiBank February 2012 - May 2013
HSBC September 2010 - March 2011
US Bank January 2010 - September 2010
INTRIA Items Inc. March 2007 - December 2008
US Bank February 2000 - March 2007
Riggs Bank September 1997 - October 1999
US Bank January 1996 - August 1997
Chemical Bank November 1994 - December 1995
Skills
COBOL, Windows, Microsoft Word, Software Development, PL/1, MVS, Unix, Microsoft Excel, Java, BAL, DOS, Mainframe, Payments, C, AIX, Requirements Analysis, Fortran, Software Documentation, Software Project..., Programming, Banking, Integration, Software Design, SDLC, Testing, JCL, Payment Systems, Business Analysis, Systems Analysis, Enterprise Architecture, Requirements Gathering, Visio, Websphere, Business Requirements, DB2, SOA, VSAM, CICS, Solution Architecture, TSO, SQL, Disaster Recovery, Databases, IBM Mainframe, Data Warehousing, Assembly Language, User Acceptance Testing, Release Management, Oracle, Fileaid
Education
Rutgers University 1972 — 1975
Bachelor of Applied Science (B.A.Sc.), Computer Science
Rutgers University-New Brunswick 1972 — 1975
B.S. + 12 Hrs Grad School, Computer Science
US Bank May 2012 - Present
New Jersey Department of Banking & Insurance 2010 - 2011
GE Commercial Finance December 2002 - February 2009
Bank of America September 1994 - November 2002
HSBC September 1982 - September 1994
Skills
Leveraged Finance, Capital Markets, Banking, Corporate Finance, Commercial Banking, Cash Management, Cross Selling, New Business Development, Financial Analysis, Credit Analysis, Structured Finance, Credit
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Economics & Finance
HSBC September 2006 - May 2009
NextGen Information Systems September 2004 - December 2005
Rotra International Freight Forwarding December 2002 - May 2004
AT&T October 1983 - May 2000
Education
Roosevelt University 1996 — 2000
M.S., Integrated Marketing Communications
University of Illinois at Chicago
B.S., Business Administration
RBC Wealth Management April 2012 - Present
HSBC October 2010 - April 2012
Canaccord Capital September 2008 - March 2009
RBC Royal Bank 2005 - 2008
CIBC 2004 - 2005
BMO Bank of Montreal 2003 - 2004
AreaBanca 2002 - 2003
Tabaccheria Pippo 2000 - 2003
VanCity Credit Union 2000 - 2001
Vancity Credit Union 1992 - 2000
Skills
Financial Planning, Wealth Management, Coaching, Sales Management, Investments, Mutual Funds, Portfolio Management, Banking, Mortgage, Negotiation, Strategic Financial..., Credit, Financial Advisory, Retirement, Risk Management, Finance, Wealth, Financial Services
Education
Royal Roads University 2014 — 2016
Master of Business Adminstration (MBA), Leadership
HSBC September 1993 - April 2011
HSBC September 1993 - April 2010
Skills
Microsoft Excel, Microsoft Word, PeopleSoft, People Skills, Employee Training, Leadership Development, Fast-paced, Team Building, Actuate Reporting, Customer Service, Non-profit...
Education
Roosevelt University 1998 — 2000
Master of Arts (MA), Training & Development
Western Illinois University 1988 — 1992
Bachelor of Arts, English
Professional Services Group of Central Jersey (PSGCNJ) February 2010 - December 2011
HSBC January 1996 - March 2009
Crum & Forster 1985 - 1990
Kelly Services 1979 - 1984
Office Force 1980 - 1982
Middlesex and Boonton Boards of Education 1972 - 1978
Education
Rowan University 1968 — 1972
Bachelor of Arts, Education(History), Communications
Enstar Group, LTD April 2013 - Present
HSBC February 2011 - April 2013
HSBC 2001 - 2010
HSBC 2001 - 2009
Skills
Relationship Management, Banking, PMO, Risk Management, Business Analysis, Software Project..., Requirements Gathering, Project Portfolio..., SDLC, Vendor Management, Project Delivery, Project Management, Financial Services, Cross-functional Team..., Requirements Analysis, Portfolio Management, IT Strategy, Business Requirements, PMP, Management, Leadership, Process Improvement, Program Management
Education
Chubb Institute
Programming Certificate, Programming/ Business Analysis
Rutgers University-New Brunswick
Economics, Business, Computer Science
Capital One June 2015 - Present
Capital One 2012 - Present
HSBC Card Services 2005 - 2012
HSBC 2004 - 2005
HSBC 2002 - 2004
HSBC 2000 - 2002
Wallace Computer Services 1998 - 2000
Amersham Life Science 1988 - 1998
Skills
Call Centers, Management, Event Planning, Sales, Direct Marketing, Coaching, Project Planning, Trade Shows, Call Center, Project Management, Strategic Planning, Portfolio Management, Process Improvement, Cross-functional Team..., Leadership, Business Development, Program Management, Banking, Risk Management, Vendor Management
Education
Roosevelt University 1991 — 1999
Bachelor of Arts (BA), Business Administration and Marketing
HSBC July 2011 - Present
Deutsche Bank May 2010 - July 2011
Deutsche Bank June 2008 - May 2010
Deutsche Bank June 2007 - June 2008
UBS Financial Services Inc January 2007 - May 2007
Skills
Bloomberg, CDS, Credit, Equities, Fixed Income, Investments, Swaps, Trading, Bonds, Hedge Funds, Derivatives
Education
Rutgers Business School 2002 — 2006
Bachelor of Science, Finance
Erste Group Bank AG April 2013 - Present
Rotterdam School of Management, Erasmus University January 2012 - March 2013
ANZ March 2011 - January 2012
HSBC November 2010 - February 2011
HSBC January 2010 - November 2010
HSBC July 2007 - January 2010
HSBC October 2005 - July 2007
Philips March 2005 - October 2005
Education
RSM Erasmus Universiteit / Rotterdam School of Management 2012 — 2013
Master, Business Administration
RSM Erasmus University 2012 — 2013
MBA
University of Indonesia 2000 — 2004
Bachelor, Economics
HSBC January 2013 - July 2014
Mu Sigma October 2011 - December 2012
Polmon Instruments Pvt Ltd May 2010 - July 2010
Skills
Business Analytics, Predictive Modeling, SAS, SAS programming, Linear Regression, Logistic Regression, Statistical Modeling, VBA, Excel, PowerPoint, Data Analysis, Predictive Analytics, SQL, Customer Analysis, SAS/SQL, Microsoft Excel, R, SAS Programming
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Master of Quantitative Finance, Finance, General
Vellore Institute of Technology 2007 — 2011
Bachelor of Technology, Electronics and Instrumentation
Protiviti February 2013 - Present
Bank of America May 2011 - January 2013
HSBC 2008 - 2011
HSBC 2005 - 2008
HSBC 2002 - 2005
HSBC 2001 - 2002
HSBC 1995 - 2001
HSBC 1994 - 1995
Skills
Mortgage Lending, Loss Mitigation, Risk Management, Six Sigma, Analytics, Vendor Management, Process Engineering, Process Improvement, Business Process..., Customer Retention, Operations Management, Change Management, Program Management, PMO, Business Transformation, Consumer Finance, Consumer Lending, Operational Risk, Loan Servicing, Mortgage Servicing, Cross-functional Team..., Business Strategy, Project Management, Business Process..., Financial Services, Credit, Leadership, Management, Integration, Loans, Strategy, Financial Risk, Analysis, Credit Risk, Business Development, Banking, Credit Cards, Mortgage Banking, Portfolio Management, Underwriting, Performance Management, Relationship Management, Executive Management, Strategic Planning, Training, Operational Risk..., Quality Assurance
Education
Roosevelt University
MBA, Information Systems / Finance
University of Iowa
Bachelor of Business Administration, Finance
HSBC April 2013 - Present
HSBC February 2008 - April 2013
HSBC February 2006 - February 2008
A.M. Best Company May 2000 - January 2006
Skills
Analysis, Asset Management, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Class of 2013, Finance, General
Rutgers University-New Brunswick 1990 — 1994
Bachelor's degree, Economics
First Data Corporation February 2015 - Present
MSA Investigations March 2014 - January 2015
BNP Paribas September 2011 - January 2014
HSBC April 2012 - October 2012
Allen & Overy September 2010 - June 2011
Breslin & Breslin May 2009 - May 2010
U.S. Environmental Protection Agency January 2009 - May 2009
Queens District Attorney's Office September 2008 - December 2008
IDT May 2008 - August 2008
Skills
AML, Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Arbitration, Personal Injury, Courts, Intellectual Property, Mediation, Criminal Law, Corporate Law, Lexis, Trials, Legal Assistance, Immigration Law, Administrative Law, International Law, Compliance, Environmental Compliance, USA PATRIOT Act, International Finance, Anti Money Laundering
Education
Rutgers University School of Law - Newark 2007 — 2010
J.D.
Rutgers University-New Brunswick 2003 — 2007
B.A., Criminal Justice; Film Studies
HSBC May 2013 - Present
Barclays Capital May 2011 - May 2013
Citigroup December 2004 - May 2011
Ziff Brothers Investments May 2003 - November 2004
Deloitte & Touche September 1999 - April 2003
Skills
Financial Analysis, Internal Controls, Financial Reporting, Analysis, Risk Management, Investment Banking
Education
Rutgers University-New Brunswick 1995 — 1999
BS, Accounting
HSBC Product ControllerBarclays Investment BankApril 2013 - Present
Education
Rutgers Business School 2008 — 2012
Bachelor's degree, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2008 — 2012
BS, Finance
Valley Forge Casino Resort September 2014 - Present
HSBC June 2013 - September 2014
Harrah's Chester July 2011 - September 2012
Caesars Entertainment Corporation January 2002 - July 2011
Caesars Entertainment Corporation 2011 - 2011
Skills
Casino, Budgets, Gaming Industry, Financial Reporting, Accounting, Internal Controls, Customer Service, Analysis, Financial Analysis, Management, Strategic Planning, Internal Audit, Microsoft Excel, VIP, Poker, Casino Gaming
Education
Rutgers, The State University of New Jersey-Camden 2005 — 2010
Hospitality Management, Hospitality Administration/Management
Council Rock High School Class of 1977 1974 — 1977
High School Diploma
HSBC July 2014 - Present
HSBC June 2001 - June 2014
Skills
Financial Analysis, Banking
Education
Roosevelt University
JPMorgan Chase January 2011 - Present
Enova Financial Services January 2009 - December 2010
HSBC May 2005 - August 2009
Washington Mutual November 2001 - May 2005
NationsBank, N February 1997 - December 1999
Morgan Stanley Co., Inc November 1983 - December 1999
Skills
Credit, Loans, Mortgage Lending, Training, Call Centers, Software Documentation, Management, Portfolio Management, Loan Servicing, Sales, Customer Service, Auditing, Data Entry, Foreclosures, Policy, Lines Of Credit, Funding, Customer Experience, Process Improvement, Customer Satisfaction
Education
University of Phoenix 2000 — 2014
MBA
Roosevelt University 2000 — 2002
B.S, Business of Administration (Marketing)
Mondelēz International September 2008 - Present
Kraft Foods Group May 2006 - September 2008
HSBC June 2002 - May 2006
Alliant Foodservice February 1997 - May 2002
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Cransoft, PeopleSoft, Master Data Management, Data Governance, Hyperion, Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Account Reconciliation, Business Analysis
Education
Roosevelt University
Bachelor of Business Administration (BBA), Accounting and Finance
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
International Fund Services (NA) LLC, A State Street Company November 2012 - October 2014
HSBC October 2004 - September 2012
Merrill Lynch June 1999 - September 2004
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Alternative Investments, Account Reconciliation, Corporate Actions, Equities, Financial Services, Securities, Valuation
Education
Rowan University 1990 — 1992
The Ohio State University 1988 — 1990
Advocate Health Care October 2011 - Present
HSBC May 2003 - October 2011
HSBC April 1998 - October 2011
Skills
Disaster Recovery, Vendor Management, Process Improvement, Visio, Servers, Banking, Troubleshooting, Access, Data Center
Education
Roosevelt University 2008 — 2010
Bachelor of Arts, General Studies
DeVry University
HSBC 2013 - Present
FBI November 2008 - 2012
FBI January 2001 - October 2008
FBI 2005 - 2005
FBI 2001 - 2002
FBI June 1997 - January 2001
US Army May 1984 - May 1990
Skills
National Security, Counterterrorism, Training Management, Liaison - Governmental, Military, Middle East, Islamic Civilization, Political Islam, Government, Political Science, Training, Politics, Leadership
Education
Rutgers University School of Law - Camden 1991 — 1994
Doctor of Law (J.D.), International Relations and Affairs
Central European University - Budapest, Hungary 1993 — 1993
Comparative Constitutional Law and International Trade
Hebrew University of Jerusalem - Israel 1990 — 1991
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (BS), General Engineering
FBI Training
Military Training
TD March 2013 - Present
HSBC 2011 - 2013
ING Direct July 2010 - February 2011
Commerce Bank/TD Bank January 2006 - July 2010
Skills
AML, Financial Risk, Banking, Credit, Risk Management, Retail Banking, Operational Risk, Credit Risk, KYC, Operational Risk..., Loans, Commercial Banking, Fraud, Financial Services, Credit Cards, Credit Analysis, Securities, Due Diligence, Fixed Income, Relationship Management, Mutual Funds
Education
Rutgers University-New Brunswick 2002 — 2005
Towson University 2001 — 2002
HSBC April 2015 - Present
Marengo Community High School June 2012 - Present
Benefit Express July 2013 - April 2015
Lettuce Entertain You Restaurants November 2012 - July 2013
Chipotle Mexican Grill October 2011 - November 2012
General Mills October 2008 - July 2011
Skills
Troubleshooting, Project Management, Project Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Network Engineering, Public Speaking
Education
Roosevelt University 2011 — 2013
Bachelor's degree, Information Technology
HSBC 2003 - 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
BA Economics
HSBC October 2004 - Present
USTA January 2012 - Present
AT&T 1996 - September 2002
Skills
Westlaw, Legal Research, Outlook, Microsoft Word, Lotus Notes, Research, Legal Assistance, Legal Documents, Microsoft Office, Online Research, Administrative..., Lexis, Bankruptcy
Education
Roosevelt University
Bachelor of General Studies
Carmel High School Mundelein IL 1965 — 1969
Inland Bank and Trust March 2015 - Present
Aon Hewitt February 2013 - March 2015
Aon Hewitt June 2009 - February 2013
HSBC June 2006 - March 2009
HSBC February 2002 - June 2006
Charter One Bank February 1998 - February 2002
Skills
Excellent Communication..., Troubleshooting and..., Ethical Standards for..., Management and Teamwork, Creating Corporate..., Organized and..., Training and Development, Project Leadership, Motivating Co-workers, Project Redesign, Process Improvement, Quality and Service, Human Resources, Leadership, Management, Risk Management, Employee Benefits, Quality Assurance, Auditing, Access, Customer Service, Outsourcing, Banking, Loans, Financial Analysis
Education
Roosevelt University 2003 — 2006
Master of Business Administration (M.B.A.), Leadership
Roosevelt University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
ERNST&YOUNG May 2015 - Present
HSBC October 2014 - May 2015
HSBC June 2013 - October 2014
Bank of America Merrill Lynch March 2012 - June 2013
Bank of America Merrill Lynch November 2009 - March 2012
Skills
Banking, Financial Services, Risk Management, Capital Markets, Derivatives, Management, Due Diligence
Education
Rutgers Business School 2009 — 2012
Master of Business Administration (MBA), Concentration in Finance
Rutgers Business School 2001 — 2005
Bachelor of Science (B.S.), Finance, General