HSBC Bank USA
HSBC Bank USA, National Association, an American subsidiary of UK-based HSBC, is a bank with its operational head office in New York City and its nominal head office in McLean, Virginia. Customer service: 00 1 716-841-7212 Headquarters: New York City, New York, United States CEO: Patrick J. Burke Parent organization: HSBC Senior executive vice president: Rhydian H. Cox, Subsidiaries: HSBC Insurance Agency (USA) Inc,
HSBC Bank USA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC Bank USA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HSBC Bank USA Employees
HSBC Bank USA December 2012 - Present
HSBC Bank USA February 2010 - December 2012
HSBC Bank Bermuda Limited April 2007 - February 2010
HSBC Korea April 2004 - March 2007
HSBC Korea November 2000 - March 2004
HSBC Hong Kong April 1998 - October 2000
Skills
Banking, Credit Risk, Credit, Wealth Management, Financial Analysis, Cash Management, Risk Management, Investments, Financial Modeling, Corporate Finance, Relationship Management, Valuation, Due Diligence, Working Capital..., Financial Institutions
Education
NYU Stern School of Business 2011 — 2012
Executive MBA, Business Administration
Securities Institute of Australia 1992 — 1995
Graduate Diploma, Applied Finance and Investment
Edith Cowan University 1983 — 1991
Bachelor of Business, Accounting
BNP Paribas May 2011 - Present
HSBC Bank USA September 2000 - May 2011
TD Waterhouse Capital Markets, Inc. February 1999 - September 2000
Skills
Financial Regulation, Trading Strategies, Due Diligence, Investment Management, Retail Banking, Structured Products, Fixed Income, Derivatives, Capital Markets, Equities, Investment Banking, Securities, Financial Markets, Equity Derivatives, Bonds, Trading, Bloomberg, Interest Rate..., Financial Services, Series 63, Banking, Series 7, Commodity, Swaps, Credit Derivatives, FX Options, Options, Structured Finance, Hedge Funds, Alternative Investments, Emerging Markets, Prime Brokerage, Private Banking, ETFs, Electronic Trading, Customer Service
Education
Fordham University 1994 — 2000
Bachelor of Business Administration (BBA), Finance, General
Loyola High School 1990 — 1994
Hsbc Bank USA November 2012 - Present
HSBC Bank USA October 2008 - December 2012
H.S.B.C Bank NA October 2007 - October 2008
H.S.B.C Bank NA April 2007 - October 2007
Citibank NA July 2006 - April 2007
Quiznos Subs October 2005 - December 2006
Kendall Realty July 2005 - July 2006
Carvel June 2003 - May 2005
Arlo Corporation June 2004 - September 2004
Skills
Finance, Customer Service, New Business Development, Loans, Business Strategy, Banking, Sales, Investments, Credit, Portfolio Management, Risk Management, Financial Analysis, Commercial Banking, Credit Risk, Retail Banking, Management, Microsoft Office
Education
Florida International University 2013 — 2016
Bachelors, Business Management
Miami Dade College 2005 — 2008
Associates, Finance
The Style and B November 2007 - Present
Urban Glamour LLC April 2006 - Present
MAC Cosmetics January 2012 - Present
HSBC Bank USA November 2007 - October 2010
Skills
Blogging, Cosmetics, Social Media, Styling, Fashion Design, Beauty Industry, Social Networking, Fashion
Education
Fashion Institute of Technology 2004 — 2006
Certificate, Image Consulting
Hofstra University 1999 — 2003
BBA, Marketing
jcpenney May 2014 - Present
PrideStaff January 2014 - Present
EquityFoundation dba You Got The Power February 2013 - January 2014
Sears Holdings Corporation October 2013 - December 2013
Vdara Hotel & Spa May 2011 - February 2013
Vdara Hotel & Spa October 2009 - July 2010
Boyd Gaming July 2007 - October 2009
Millenium Staffing Services 2006 - 2007
Hodgson Russ LLP April 2004 - August 2006
HSBC Bank USA November 1999 - December 2003
Skills
Hospitality, Hotels, Hospitality Management, Hospitality Industry, Resorts, Hotel Management, Rooms Division, Microsoft Office, Stratton Warren, Hummingbird DM, Procedure Development, Process Improvement, Operations Management, Inventory Management, Purchasing, Microsoft Excel, Microsoft Word, Sales, Office Management, Accounting, Opening Hotels, Distribution Center..., Outlook, Account Reconciliation, Customer Satisfaction, Kronos Timekeeping, Customer Service, Team Building, Teamwork, Budgets, Forecasting, Inventory Control, Administrative..., Procurement, Supervisory Skills, Retail, Training, Leadership, Time Management, Office Administration, Expenses, Pre-opening experience, Shipping, Office Equipment, Data Entry, Employee Training, Variance Analysis, Performance Management, Stock Control, Supervisory Experience
Education
Erie Community College
Business Administration, Management and Operations
West Seneca West Senior High
HSBC Software House 2010 - 2013
HSBC Technologies, Inc. 2002 - 2010
HSBC Bank USA 2000 - 2002
Republic National Bank 1997 - 2000
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Banking, Financial Reporting, Management Reporting, Executive Presentations, Product Profitability, Planning Budgeting &..., Revenue Recognition, Cost Accounting, Relationship Management, Capital Markets, Loans, Equities, Investments, Fixed Income, Derivatives, Forecasting, Cash Flow, Management
Education
Hofstra University
Master of Business Administration (MBA), Accounting
SUNY Brockport
Bachelor's degree, Finance
Bank of America June 2013 - Present
BAE Systems August 2011 - June 2013
HSBC November 2009 - July 2011
HSBC Bank USA July 2009 - November 2009
HSBC July 2008 - July 2009
United States Air Force May 2002 - May 2006
Skills
Risk Management, Banking, Credit, Portfolio Management, Investments, Financial Analysis, Financial Risk, Process Improvement, Leadership, Strategic Financial..., Insurance, Relationship Management, Analysis, Sales Management, Business Process..., Team Leadership, Management, Finance, Negotiation, Business Development, Forecasting, Business Analysis, Strategy, Change Management, Training, Strategic Planning, Business Strategy, Financial Services, Project Management, Program Management, Cross-functional Team..., CRM, Team Management, Budgets, Executive Management, Sales, Business Process, Team Building, Operations Management, Performance Management, Vendor Management, New Business Development, Contract Negotiation, Data Analysis, Business Planning, Analytics, Project Planning, Corporate Finance, Coaching, Outsourcing
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2008
Business Administration degree in Marketing
West Virginia University 2000 — 2002
Elon University 1999 — 2000
Charleston Catholic
Quest Diagnostics May 2004 - Present
The Pavone Group July 2002 - May 2004
HSBC Bank USA January 2000 - February 2002
Republic National Bank January 1998 - December 1999
Republic National Bank January 1996 - December 1997
Republic National Bank January 1994 - December 1995
Republic National Bank November 1991 - January 1994
KPMG US December 1983 - November 1991
Skills
Financial Analysis, Accounting, Strategic Financial..., Financial Reporting, Finance, Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, Mergers, Managerial Finance, Banking, Budgets, CPA, Financial Risk, Financial Services, Internal Audit, Leadership, Management, Mergers, Process Improvement, Strategic Planning, Strategy
Education
Fairleigh Dickinson University 1976 — 1980
BS, Accounting
HSBC Bank USA July 2013 - Present
HSBC Securities September 2012 - June 2013
HSBC Securities August 2009 - September 2012
Skills
Bloomberg, Banking, Capital Markets, Series 7, Derivatives, Financial Analysis, Financial Modeling, Credit, Loans, Financial Markets
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Community Bank N.A. October 2010 - Present
HSBC Bank USA July 2006 - October 2010
Fleet National Bank (n/k/a Bank of America) 1993 - 2006
MultiCare Health System 1991 - 1993
Marvin and Company, P.C. 1989 - 1991
Skills
Portfolio Management, Commercial Lending, Business Planning, Financial Analysis, Credit, Commercial Banking, Loan Origination, Credit Analysis, Finance, Small Business
Education
State University of NY at Albany 1998 — 2000
Hartwick College 1984 — 1988
BA, Accounting
Sterling National Bank February 2014 - Present
Fulton Bank of New Jersey September 2009 - February 2014
HSBC Bank USA May 2008 - February 2009
Wachovia Bank June 2005 - May 2008
Wachovia Bank April 1998 - June 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Equipment Loans, C&I Lending, SBA, C&I, Small Business Lending, SBA 504, Lines Of Credit, Cash Flow Lending, Community Banking, Remote Deposit Capture, Banking
Education
Fairfield University 1982 — 1985
B.A. Economics
Clongowes Wood College, Co. Kildare, Ireland 1976 — 1981
Leaving Certificate - Republic of Ireland
First Niagara Bank June 2014 - Present
HSBC Bank USA December 2010 - June 2014
HSBC Mortgage Corporation January 2001 - December 2010
Skills
Loans, FHA, Banking, Mortgage Lending, Mortgage Banking, Real Estate, Insurance, Microsoft Excel, Microsoft Word, Customer Service, Risk Management, Coaching, Commercial Banking, Microsoft Office, Leadership, Investors, Quality Assurance, Compliance, Training, Investor Relations, Commercial Servicing, Commercial Real Estate, Project Management, Strategic Planning
Education
State University of New York College at Buffalo 1990 — 1992
Bachelor of Arts, Political Science
Hilbert College 1988 — 1990
Associate Degree, Applied Science
PickUp USA Fitness October 2011 - Present
Citibank March 2011 - October 2011
HSBC January 2011 - March 2011
HSBC Bank USA June 2009 - December 2010
HSBC Auto Finance December 2007 - December 2008
College Loan Corporation July 2006 - December 2007
Skills
Commercial Banking, Finance, Commercial Lending, Management, Negotiation, Direct Marketing, Portfolio Management, Account Management, Bloomberg, Corporate Finance, Financial Services, Sales, Business Planning, Financial Analysis, Program Management, Financial Accounting, Investment Management, Customer Service, Valuation, Energy, Public Speaking, Entrepreneurship, Banking, Event Planning, Training, Advertising, Series 7, Financial Modeling, Asset Management, Product Development, Digital Marketing
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration
Fort Lewis College 2001 — 2006
Bachelor of Arts, Business Economics
Conifer High School
HSBC Bank USA September 1974 - September 2010
Education
Erie Community College 1979 — 1983
Associate in Electrical Technology, Electricity/Electronics
Delaware North Companies February 2014 - Present
PHH Mortgage Corporation August 2013 - February 2014
HSBC Bank USA August 2008 - August 2013
HSBC October 2007 - December 2007
Bennett Manufacturing May 2007 - July 2007
NanoDynamics, Inc. April 2005 - February 2007
Skills
MS Office Suite, Typing, Personnel Assessment, Organizational Learning, Problem Solving, Staff Training, Creative Writing, Detail oriented, Time Management, Outlook, Human Resources, Microsoft Office, Leadership, New Hire Orientations, Payroll, Accounts Payable, Management, Teamwork, Interviews, Performance Management, Training, Onboarding, Applicant Tracking..., Benefits Administration, Workforce Planning, Banking, Personnel Selection, Organizational..., HRIS
Education
Medaille College 2005 — 2007
Masters, Organizational Leadership
Daemen College 1998 — 2003
Bachelor of Science, Business Administration
HSBC Bank, USA 2008 - Present
Skills
Real Estate, Banking, Mortgage Lending, Loans, FHA, VA loans, Credit, Credit Analysis, USDA, Retail Banking, FHA financing, Mortgage Banking, Residential Mortgages, Loan Origination, Finance, Sales, VA Loans
Education
George Mason University 1994 — 1998
BS
Vent'Acqua LLC, dba GDProofs May 2008 - Present
HSBC Securities September 2003 - February 2008
HSBC Bank USA 2003 - 2008
HSBC Securities (USA) Inc. 2003 - 2008
Citigroup April 1989 - August 2003
Citibank Securities Inc., New York, USA 1997 - 2003
Skills
Non-fiction, Writing, Editing, Banking, Fiction, Books, English, French, Financial Markets, Italian, Equities, Portfolio Management, Financial Services, Trading, Credit Risk, Cash Management, Strategic Financial..., CRM, Proofreading, Management, Marketing, Finance, Leadership
Education
New York University - Leonard N. Stern School of Business 1981 — 1987
MBA
Fordham University 1975 — 1979
BA
TD September 2013 - Present
JPMorgan Chase & Co. October 2006 - September 2013
The Bank of New York July 2000 - October 2006
HSBC Bank USA 1991 - 2000
Goldome Bank FSB 1989 - 1991
Price Waterhouse 1988 - 1989
Skills
Retail, Internal Audit, Financial Modeling, Financial Services, Financial Analysis, Banking, Commercial Banking, Finance
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
University of Notre Dame - Mendoza College of Business
BBA, Accountancy
Blue Cross Blue Shield Association October 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2012 - May 2013
CME Group January 2011 - January 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2010 - December 2010
Integrys Energy Services May 2007 - October 2010
Fujitsu 2007 - 2010
Sears Holdings Corporation July 2006 - February 2007
HSBC Bank USA December 2003 - July 2006
IBM Global Services October 2003 - December 2003
Hydro One December 2001 - September 2003
Skills
Google App Engine, SQR, PeopleSoft, XML Publisher, PeopleCode, Data Conversion, Payroll, Integration, PeopleTools, Consulting, Financials, Informatica, Interfaces, Production Support, Requirements Gathering, SDLC
Education
Gulbarga University 1987 — 1991
BS in Engineering, Electronics and Communication
M & T Bank July 2013 - Present
Capital One Bank May 2012 - January 2013
HSBC Bank USA August 2003 - April 2012
HSBC Bank USA August 2001 - August 2003
Marine Midland Bank/HSBC Bank, N.A. November 1995 - August 2001
Skills
Management, Fraud Operations, Fraud, Operations Management, Checks, Deposits, Credit Cards, Applications, Anti Money Laundering, Fraud Detection, Prevention, Wire Transfers, Suspicious Activity..., Electronic Funds..., Branch Operation, Risk Management, Credit Risk, Retail Banking, Process Migration, Employee Management, Strategic Leadership, Career Development, Compliance, Root Cause Analysis, Investigation, Vendor Management, Check 21, Payments, MIS, Trend Analysis, Process Improvement, Project Management, Online Fraud, BSA Compliance, Bank Secrecy Act, AML
Education
Roberts Wesleyan College 2005 — 2008
Master's degree, Business Administration, Management and Operations
Houghton College 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Beechwood Re 2013 - Present
LeffCapital Fixed Income Advisory LLC May 2012 - October 2013
HSBC Bank - USA January 2000 - November 2011
HSBC Bank - USA January 2000 - November 2011
Republic National Bank of New York November 1991 - December 1999
Skills
Portfolio Management, US Dollar Fixed Rates..., Trading ABS, MBS and..., Investments, MBS, Fixed Income, Asset Allocation, Trading, Asset Management, Credit Analysis, Investment Strategies, Securities, Bonds, hebrew, Capital Markets, Financial Markets, Credit, ABS, CMBS, Residential Mortgages, Hedging, Asset Managment, Financial Risk, Hedge Funds, Structured Finance, Derivatives, Options
Education
Columbia Business School 1990 — 1991
MBA, Finance, Accounting, and International Business
Columbia College (NY) 1985 — 1989
BA, economics
National Bank of Canada September 2013 - September 2015
Deutsche Bank October 2010 - October 2012
Herald National Bank November 2008 - February 2010
HSBC Bank USA January 2001 - November 2008
SUMMIT COMMERCIAL LEASING CORPORATION May 1996 - December 2000
Summit Bank February 1995 - May 1996
SOVEREIGN BANK FSB June 1988 - September 1994
Skills
Banking, Loans, Financial Accounting, Administrative..., Microsoft Excel, Economics, Internet, Lotus Notes, Microsoft Word, Organization, QuickBooks, Problem Solving, Theatre, Mortgage Lending, Accounting, Outlook, Customer Service, Commercial Lending, Portfolio Management, Due Diligence
Education
Cambridge Business Institute 2010 — 2010
Computerized Accounting Bookkeeping Specialist, Accounting, Quickbooks, Peachtree, A
American Institute of Banking
General Banking Diploma, Marketing and Accounting II, 3.88
Daemen College
Liberal Arts
Singers Forum
Cabaret Performance/Vocal Technique
Astoria Financial Corporation May 2013 - Present
Aceto Corporation June 2012 - May 2013
Aceto Corporation July 2006 - June 2012
Citigroup Asset Management July 2004 - December 2005
HSBC Bank USA August 2000 - February 2004
The Financial Relations Board September 1999 - March 2000
Roosevelt Savings Bank January 1993 - March 1999
Skills
Investor Relations, Crisis communications, Corporate communications, Corporate Communications, Investor targeting, Website design and..., Regulation FD compliance, Board presentations, Strategic Communications, Press releases, Financial Modeling, Crisis Management, Internal Communications, Marketing Communications, Non deal roadshows, Investment conferences, Press Releases, Positioning, Public Relations, Messaging, Conference calls, Conference call scripts, Detailed Q&A's, Vendor Negotiations, Investor Days, Peer company..., Proxy solicitation, Annual meeting, Stockwatch, Shareholder relations, Corporate profiles, Fact sheets, Primary NASDAQ contact, Primary..., Initial Public..., Project Management, Media Relations, PowerPoint presentations, Shareholder, Compliance, Crisis Communications, Negotiation, Strategic messaging, Regulations, Financial Markets
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
New York University - Leonard N. Stern School of Business
BS, Finance
Stuyvesant High School
HSBC Bank USA May 2010 - Present
HSBC May 2008 - May 2010
Headstrong June 2006 - May 2008
Skills
Stress Testing, Basel II, Credit Risk, Economic Capital, ICAAP, Market Risk, Derivatives, Risk Analytics, Quantitative Finance, Financial Risk, Interest Rate..., Predictive Modeling, Statistical Modeling, Credit Derivatives, SAS, Time Series Analysis
Education
Indian Institute of Technology, Kanpur 2004 — 2006
Master of Technology (M.Tech.), Electrical and Electronics Engineering
Jai Narain Vyas University 2000 — 2004
Bachelor of Engineering (B.E.), Electrical Engineering
GARP (USA)
Financial Risk Manager (FRM)
CFA Institute (USA)
CFA Level 3, 2012
HSBC Bank North America IT September 2011 - Present
HSBC TECHNOLOGY Services North America 1977 - Present
HSBC Bank UK January 2007 - December 2008
HSBC Bank USA August 2002 - January 2004
HSBC Bank USA January 2001 - 2003
Skills
IT Operations, Service Management, Application Management, Change Management, IT Service Management, IT Management, Disaster Recovery, Vendor Management, ITIL, SDLC, Enterprise Architecture, Solution Architecture, Resource Management, Requirements Gathering, IT Strategy, Governance, Management, Enterprise Software, Business Analysis, Application Lifecycle..., Information Technology, Data Center, PMP, Requirements Analysis, Integration, Project Planning, PMO, SharePoint, Visio, System Deployment, Software Development, Risk Management, Analysis, Project Portfolio..., Software Project..., Leadership
Education
Erie Community College
Associates, Information Systems
Medaille College
Under Graduate, Education
State University of New York College at Buffalo
Bachelors, Bachelors of Science
M&T Bank December 2011 - Present
Boy Scouts of America March 2008 - Present
HSBC Technology and Services April 2009 - September 2010
HSBC 2007 - 2009
HSBC Bank USA February 2000 - February 2007
HSBC Bank January 1998 - January 2000
HSBC Bank, USA January 1995 - January 1998
Eastman Kodak September 1984 - November 1989
Skills
Business Continuity, IT Operations, Project Management, Incident Management, Change Management, Team Building, Consulting, Strategy, Knowledge Management, Problem Management, Service Operations, Leadership, Disaster Recovery, CISSP, Information Security, Risk Management, IT Management, Security, Program Management, IT Service Management, Network Security, System Administration, Management, Computer Security, Networking, Vendor Management, Unix, Cisco Technologies, Checkpoint, VPN, Windows Server, Servers, Integration, Visio, Analysis, Information Technology, Software Documentation, SharePoint, Firewalls, Infrastructure
Education
State University of New York College at Buffalo 1990 — 1992
BS, Computer Information Systems
Erie Community College 1981 — 1983
Associates, Applied Science - Computer Technology
Erie Community College 1979 — 1981
Associates, Occupational Science - Communications Equipment Technology
Alekson Native American Enterprises LLC January 2012 - Present
Straw Grass Works / Stromit USA 2012 - Present
Grazing Bull Worldwide January 1999 - Present
Grazing Bull Worldwide 1999 - Present
Clement Rhum & Rhum J.M 2010 - 2014
Wall Street Equity Brokers 1986 - 2009
HSBC Bank USA March 2008 - September 2008
Mortgage Experts / Wall Street Equity Brokers January 1986 - January 2007
Skills
Strategy, Leadership, Management, Marketing, Strategic Planning, New Business Development, Portfolio Management, Finance, Real Estate, Loans, Customer Service, Nonprofits
Education
Cornell University 2009 — 2011
Master's Certificate, Hospitality Administration
Graduate Center of the City University of New York 1981 — 1985
Doctoral Candidate, Theatre
Hunter College of City University of New York 1979 — 1981
Master's of Arts Degree, Playwrighting
Herbert H. Lehman College of the City University of New York 1971 — 1976
Bachelor's of Arts Degree, Mass Communications, Broadcasting & Theatre
Mount Saint Michael Academy 1967 — 1971
Academic High School Diploma
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
First Tennessee Bank, Private Client Services/Wealth Management January 2009 - Present
SunTrust Bank December 2007 - January 2009
SunTrust Mortgage, Inc February 2006 - December 2007
HSBC Bank USA January 2003 - February 2006
HSBC Bank USA January 2000 - January 2003
HSBC Bank USA January 1991 - January 2000
Skills
Branch/Office..., Customer Service, Treasury Management..., Mortgage Processing, Accounts Payable, Accounts Receivable, Cross selling Financial..., Information management..., Team Leadership, Accounting, Commercial Banking, Finance, Loans, Management, Mortgage Lending, Sales, Team Building, Treasury Management, Banking, Financial Services, Investments, Selling, Sales Management, Credit, Commercial Lending
Education
Dutchess Community College 1990 — 1991
Business
Lauber Financial Planning July 2010 - Present
Bryant & Stratton College January 2010 - December 2012
Harold C. Brown & Co., LLC January 2006 - July 2010
Harold C. Brown & Co., LLC September 2003 - January 2006
HSBC Bank USA January 1999 - April 2002
The Copeland Companies August 1993 - January 1999
Skills
Strategic Financial..., Retirement Planning, Investments, Financial Advisory, Retirement, Financial Planners, Asset Allocation, Coaching, Holistic Financial...
Education
College for Financial Planning 1994 — 1999
Certified Financial Planner Course
The University of Manchester 1989 — 1989
exchange program
SUNY College at Buffalo 1986 — 1989
BS, Consumer & Family Affairs
South Park High School 1982 — 1986
science, music
Hillary Park Academy/#27
HSBC Bank USA January 2012 - Present
HSBC Bank USA July 2010 - December 2011
HSBC India February 2009 - July 2010
HSBC India April 2007 - February 2009
American Express August 2005 - April 2007
IBM Business Consulting October 2004 - August 2005
HUL 2004 - 2004
Skills
Corporate Finance, Credit Risk, Financial Modeling, Cash Management, Underwriting, Client Relationship..., Commercial Banking, Finance, CRM, Private Equity, Relationship Management, Derivatives, Financial Services, Risk Management, Strategy, Strategic Financial..., Financial Structuring, Banking, FX Options
Education
Indian Institute of Management, Lucknow 2002 — 2004
MBA, Finance and Strategy
Degroote School of Management, Mcmaster University - Ontario Canada 2003 — 2003
Graduate Diploma in Management of Innovation and New Technology, Strategy and Innovation
Shri Ram College of Commerce 1999 — 2002
BCom Hons, Economics, Accounting and Finance
Peapack-Gladstone Bank 2015 - Present
. 2013 - 2014
HSBC Bank USA 2005 - 2012
Fannie Mae 1997 - 2005
Arthur Anderson 1996 - 1997
Federal Reserve Bank of New York 1995 - 1996
Intel Corporation 1989 - 1995
Skills
Fannie Mae and Freddie..., Management Consulting, CMBS, Capital Markets, Securitization, Commercial Real Estate, Portfolio Management, Multifamily Finance, Real Estate Economics, Stuctured Finance, Conduit, Structured Finance, Derivatives, Finance, Loans, Credit
Education
Yale University
BS, Electrical and Electronics Engineering, Cum Laude
Columbia University in the City of New York
MPA, Finance and Economics, Masters
Forsyth Street Advisors March 2012 - Present
NY State Housing Finance Agency February 2009 - February 2012
HSBC Bank USA June 2006 - February 2009
Low Income Investment Fund June 2002 - June 2006
National Equity Fund April 1997 - May 2002
New 42nd Street, Inc. October 1990 - September 1996
MetLife May 1988 - September 1990
NY State Urban Development Corporation October 1982 - May 1988
Education
Harvard University, John F. Kennedy School of Government 1979 — 1981
Master of City and Regional Planning
London School of Economics and Political Science 1976 — 1979
M.Sc. (Econ.), International Relations
Oberlin College 1972 — 1976
Bachelor of Arts
Shore Stationary July 2010 - Present
Self-employed 2010 - Present
Macy's June 2011 - November 2011
HSBC Bank, USA August 2010 - February 2011
Sprint September 2004 - July 2010
Skills
Human Resources, Sales Management, Operations Management, Team Management, Management, Sales, Budgets, Administrative..., Process Scheduler, Networking, Team Building, Auditing, Customer Satisfaction, Customer Retention, Training, Recruiting, Employee Training
Education
VLCC Institute- Beauty School 2013 — 2013
Certificate in Skin Treatments, Facials and Art of Make-Up
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Healthcare Administration
Columbia College 2007 — 2010
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Capital One January 2004 - Present
HSBC Bank USA January 2004 - January 2005
GE CapitalDepew NY January 1998 - January 2004
Skills
Credit Cards, Credit, Banking, Bank Secrecy Act, Credit Risk, Loans, AML, Financial Risk, Fraud, OFAC, Consumer Lending
Education
Buffalo State College
BA, English/Humanities/Spanish
Erie Community College
AA, Elementary Education/General Studies
HSBC Bank USA February 2013 - Present
Capital One Bank January 2009 - October 2012
North Fork Bank July 2004 - December 2008
Fleet Bank/Bank of America 2003 - 2004
Community Banking 1996 - 2003
Manufacturers Hanover Trust Company July 1981 - September 1993
Federal Reserve Bank of New York June 1974 - July 1981
Education
Iona College
Master of Business Administration (MBA), Finance and Economics
Iona College
Post Masters Certificate, Production and Operations Management
Thiel College
Bachelor of Arts (B.A.), Business Administration and Management, General
Calypso 2013 - Present
Bloomberg LP 2011 - 2013
Natixis North America 2010 - 2011
HSBC Bank USA 2008 - 2010
Dexia Credit Local 2006 - 2007
Skills
Derivatives, Structured Products, Interest Rate Risk..., Interest Rate..., Sales, Financial Markets, French, Interest Rate Swaps, Spanish, Bloomberg, Manage Client..., Finance, Rates, Syndicated Loans, Cross Selling, Trading, Equity Derivatives, Interest Rates, Capital Markets, Fixed Income
Education
Columbia University in the City of New York 2007 — 2008
Master of Science, Operations Research/Financial Engineering
Ecole nationale des Ponts et Chaussées 2004 — 2007
Master of Science, Applied Mathematics, Finance, Economics
Buffalo Center for Arts and Technology January 2015 - Present
Buffalo Center for Arts and Technology May 2013 - Present
Wobblee Social Marketing Services March 2012 - Present
Read to Succeed Buffalo, Inc. March 2010 - December 2011
Center for Community Leadership October 2009 - September 2011
Erie County Department of Mental Health December 2005 - November 2009
Time Warner - Adelphia Cable October 2003 - December 2005
HSBC Bank USA January 2000 - January 2003
HSBC Bank USA January 1998 - December 1999
HSBC Bank January 1995 - December 1997
Skills
Program Management, Marketing, Event Planning, Marketing Communications, Program Managers, Problem Solving, Corporate Branding, Internal Communications, Press Releases, Community Outreach, Media Outreach, Word Of Mouth Marketing, Grassroots Marketing, Teamwork, Highly motivated..., Committed to..., Team Building, Open to New Ideas, Intercultural Relations, Logic Models, Family Engagement, Strategic Planning, Project Planning, Project Delivery, Social Networking, Communication, Email Marketing, Community Management, Social Media Marketing, Public Relations, Nonprofits, Community Development, Program Development, Grant Writing, Leadership Development, Strategic Communications, Leadership, Volunteer Management, Grants, Public Speaking, Training, Event Management, Marketing Strategy, Entrepreneurship, Strategy, Fundraising, Newsletters, Project Management, Budgets, Freelance Writing
Education
D'Youville College 1998 — 2001
Bachelor’s Degree
Erie Community College 1994 — 1997
Associate’s Degree
TD 2015 - Present
TriState Capital Bank 2013 - 2015
Capital One Bank 2009 - 2013
Amalgamated Bank 2008 - 2009
HSBC Bank USA 2004 - 2008
Bank Leumi USA 1985 - 2004
Skills
Loans, Banking, Credit, Underwriting, Private Banking, New Business Development, Portfolio Management, Structuring, Financial Analysis, Commercial Banking, Asset Based Lending, Funding, Business Strategy, Middle Market, Commercial Lending, Small Business Lending, Mergers, Loan Origination, Commercial Mortgages, Lines Of Credit, Business Development, Capital Markets, Cash Management, Credit Analysis, Corporate Finance, Credit Risk, Due Diligence, Executive Management, Finance, Financial Risk, Financial Services, Financial Structuring, Integrity, Mortgage Lending, Relationship Management, Real Estate, Restructuring, Wealth Management, Mergers & Acquisitions
Education
Iona College
MBA, Financial Management
University of South Florida
Bachelor of Science, Finance- Management
EFP Rotenberg, LLP July 2015 - Present
US Navy Reserve December 2004 - Present
Sciarabba Walker & Co., LLP - Certified Public Accountants December 2013 - May 2015
Mengel, Metzger, Barr & Co. LLP February 2013 - April 2013
HSBC Bank, USA November 2010 - May 2011
MetLife December 2007 - July 2010
M&T Bank September 2005 - September 2007
Skills
Investments, Financial Services
Education
Ithaca College 2011 — 2013
Master, Business Administration
Elmira College 2006 — 2010
Bachelors Science, Accounting
Harleysville Insurance June 2011 - Present
Worcester Sharks October 2011 - April 2012
HSBC Bank USA November 2009 - January 2011
University Library in Kingston, Rhode Island November 2008 - May 2009
Providence Bruins October 2008 - May 2009
Skills
Public Speaking, Microsoft Office, Research, Facebook, Marketing, Microsoft Excel, PowerPoint, Data Analysis, Editing, Event Planning, Social Media Marketing, Leadership, Sales, Customer Service, Management, Blogging, Advertising, Microsoft Word, Salesforce.com
Education
Fitchburg State College 2011 — 2011
MBA, Business
University of Rhode Island 2005 — 2009
B.A., English
Mavern Prep
HSBC Bank USA January 2011 - Present
HSBC November 2003 - Present
Bital Banco Internacional, S.A. August 1991 - November 2002
Skills
Banca, Finanzas corporativas, Gestión de cartera de..., Riesgo de crédito, Gestión de riesgos, Administración y..., Créditos, Análisis financiero, Banca de inversión, Mercado de capitales, Riesgo financiero, Análisis de crédito
Education
Colegio de Consultores en Imagen Púlbica 2009 — 2011
Maestría, Ingeniería en Imagen Pública
ITAM 2003 — 2004
Diplomado, Administración Internacional
Escuela Bancaria y Comercial, S.A. 1994 — 1999
Licenciatura, Banca y Finanzas
Banco Popular North America August 2007 - November 2008
North Fork Bank 2006 - 2007
HSBC Bank USA 1996 - 2006
NatWest 1992 - 1996
NatWest 1992 - 1996
Education
Hofstra University
JPMorgan Chase January 2014 - Present
HSBC Bank USA November 2010 - January 2014
United Bank for Africa, IDB Bank, Union Bank of California Intl. May 2005 - November 2010
NYPD 1985 - 2005
Skills
AML, Banking, OFAC, Due Diligence, Fraud, Financial Risk, Operational Risk, Internal Audit, Management, KYC, Risk Assessment, Enterprise Risk..., Capital Markets, Bank Secrecy Act, Leadership, Anti Money Laundering, Mutual Funds, Investigation, Regulations, Credit, Trade Finance, Securities, Risk Management, Compliance, Fixed Income, USA PATRIOT Act, Private Investigations, Retail Banking, Human Resources, Operational Risk..., Loans, Financial Services, Equities, Commercial Banking, Financial Institutions, Investment Banking, Corporate Governance, Asset Management, Derivatives, Credit Risk, FINRA, Investments
Education
City University of New York-John Jay College of Criminal Justice 1999 — 2002
B.S. / M.A., Criminal Justice / Forensic Psychology
HSBC Global Banking and Markets August 2014 - Present
HSBC Bank USA August 2012 - September 2014
HSBC Bank Plc November 2011 - July 2012
HSBC October 2007 - November 2011
Deutsche Bank October 2006 - October 2007
HSBC October 2003 - October 2006
Skills
Capital Markets, Structured Products, Bonds, Securities, CDO, ABS, Loans, MBS, CLO, Loan Servicing, Corporate Trust, Client Services, Fixed Income, Banking, Financial Services, Derivatives, Investment Banking, Structured Finance, Risk Management, Financial Markets, Relationship Management, Cash Management, Middle Office, Settlement, Corporate Actions, Swaps
Education
Heriot-Watt University 1999 — 2003
MA Hons, Accountancy & Finance
Travelers Insurance Services January 2003 - Present
Mandell's Restaurant October 1998 - May 2004
Kimble, Inc July 2000 - December 2002
HSBC Bank USA April 1993 - July 2000
Skills
Customer Service, Property & Casualty..., Insurance, Call Centers, Commercial Insurance, Coaching, Management, Leadership, Team Building, Data Entry, Microsoft Excel, Lotus Notes, PowerPoint, Underwriting, Process Improvement, Microsoft Office, Access, Microsoft Word, Outlook, Call Center, Training, General Insurance, Liability, Workers Compensation
Education
Elmira Business Institute 2002 — 2003
Medical Office Assistant/Specialist and Accounting
Corning Community College 1992 — 1993
Horseheads High School 1988 — 1991
The GenWealth Group May 2011 - Present
HSBC Bank USA January 2009 - February 2011
HSBC Bank USA June 2006 - December 2008
Skills
Retirement Planning, Estate Planning, Investment Management, Risk Management, Comprehensive Wealth..., Budgeting, Insurance, College Education..., Fixed Income, Investments, Financial Planning, Retirement, Asset Allocation, Long-term Care, Disability Insurance, Social Security, Certified Financial...
Education
Hofstra University
BBA, Business Management
Fairleigh Dickinson University-Florham Campus
Financial Planning Certificate Program
HSBC Global Banking and Markets September 2015 - Present
HSBC Bank USA June 2008 - Present
HSBC Global Banking and Markets 2011 - August 2015
HSBC July 1996 - June 2008
NatWest January 1995 - June 1996
NatWest June 1985 - January 1995
Skills
Trading, Portfolio Management, Residential Mortgages, Fixed Income, Asset & Liability..., Interest Rate Hedging, Derivatives, Interest Rate Risk..., Management, ALM, Capital Markets, Bonds, Equities, Options, Structured Products, Risk Management, Electronic Trading, Hedge Funds, Market Risk, Credit Derivatives, Financial Markets, Investments, Swaps, Asset Management, Interest Rate..., FX Options, Bloomberg, Securities, Trading Systems, Structured Finance, Credit Risk, Commodity, Financial Risk, Valuation, Alternative Investments, Equity Derivatives, Hedging, Investment Banking
Education
Hobart and William Smith Colleges 1981 — 1985
BA, History, Economics
HSBC Bank USA, NA March 2015 - Present
HSBC May 2013 - March 2015
HSBC Bank USA, NA July 2009 - May 2013
HSBC Bank USA December 1996 - July 2009
Skills
Mortgage Lending, Loans, Credit Analysis, Credit, Banking, Credit Risk, Loan Origination, Mortgage Banking, Financial Risk, Financial Services, Refinance, Residential Mortgages, Retail Banking, Consumer Lending, Cross Selling, Relationship Management, Branch Banking, Home Equity Loans, Mortgage Servicing, Investment Properties, Loan Servicing, FHA financing, Home Equity Lines of...
Education
D'Youville College
State University of NY at Buffalo
HSBC Bank USA December 1989 - Present
Skills
Banking, PMO, Business Analysis, Financial Services, Relationship Management, Retail Banking, Project Portfolio..., Project Delivery, Business Requirements, Project Management, Business Process...
Education
D'Youville College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
FreshDirect April 2013 - Present
FreshDirect January 2012 - April 2013
HSBC Bank USA July 2007 - February 2012
JPMorgan Chase July 2003 - July 2007
DirectBuy, Inc. January 2003 - July 2005
Skills
Coaching, Strategic Planning, Team Building, Public Relations, Research, Social Media, Process Scheduler, Instructional Design, Workshop Facilitation, Social Networking, Marketing, Event Planning, Microsoft Office, Training, Community Development, Customer Service, Leadership, Fundraising, Recruiting, Community Outreach, Microsoft Word, Team Leadership, Staff Development, Volunteer Management, Leadership Development, Organizational..., Management, Public Speaking, Human Resources, Program Management, Employee Training, Employee Relations, Data Analysis, Nonprofits, Microsoft Excel, PowerPoint, Project Management, Mentoring, Training & Development
Education
Metropolitan College of New York 2010 — 2013
BA, Human Services
John Jay College of Criminal Justice
i2c Inc. August 2014 - Present
Standard Chartered Bank 2012 - 2013
Standard Chartered Bank November 2009 - 2012
HSBC Bank USA July 2007 - January 2009
M&T Bank 2003 - 2006
Skills
Retail Banking, Relationship Management, Travel Programs, GPR, Gift Programs, Program Management, Project Management, Banking, Payment Card Processing, Wealth Management, Strategic Financial..., Investment Advisory, Business Analysis, Team Leadership, Team Management, Anti Money Laundering, Business Development, Financial Planning, Strategy, Consumer Lending, Business Planning, Project Team Management, Card Operations
Education
Georgetown University 2009 — 2010
Graduate Certificate, Financial Planning
University of Maryland University College 2007 — 2009
Master of Science, Financial Management
Salisbury University - Perdue School of Business 1998 — 2002
Bachelor of Science, Management Information Systems
HSBC Bank USA January 2015 - Present
HSBC Electronic Data Processing India Pvt. Ltd. February 2012 - October 2014
Hewitt Associates (India) Pvt Ltd – Aon Hewitt June 2011 - February 2012
IBM India Pvt. Ltd. July 2006 - June 2011
Skills
PMO, Vendor Management, Project Portfolio..., MS Project, Project Coordination, Program Management, PMP, Governance, Requirements Analysis, Operations Management, Team Management, Project Planning, Management, Analysis, Rational Portfolio..., Rational Team Concert, MI reports, CA Clarity, Open Workbench, Portfolio Management, Process Improvement, Process Management, Project Control, Business Analysis, Project Management, SDLC, Microsoft Project
Education
Delhi College of Engineering 2002 — 2006
Bachelor of Engineering, Information Technology, First Class, 73.71%
CareCore National October 2012 - Present
WellPoint, Inc., Empire BlueCross BlueShield January 2011 - November 2012
WellPoint January 2005 - August 2012
US Army March 2004 - November 2004
Sam's Club January 2002 - January 2004
HSBC Bank USA January 2000 - January 2002
Perry Ellis January 1997 - January 2000
Skills
Health Insurance, Insurance, Provider Relations, Medicare, Claim, HMO, Call Center, PPO, Network Development, Process Improvement, Managed Care, Business Analysis, HIPAA, Medicaid, Medicare Part D, Analysis, Healthcare Industry, Healthcare Management, Claims Management, Healthcare, Management, Software Documentation, Call Centers, Medical Billing, Customer Satisfaction, ICD-9, Training, Employee Benefits, Healthcare Information..., Revenue Cycle, Healthcare Consulting
Education
University of Phoenix 2011 — 2012
A.A.S, Information Technology
Kaplan University 2009 — 2010
A.A.S, Criminal Justice
BOCES Vocational-Technical School 1995 — 1997
Graduate, Allied Health Nursing
Warwick Valley High School 1995 — 1997
High School Diploma
Eastwick College
Seneca Mortgage Servicing LLC May 2014 - Present
Restaurant/Banquet House/Bar/Catering 1989 - Present
Antiques 2001 - Present
Real Estate 1985 - Present
PHH Mortgage June 2013 - May 2014
HSBC Bank USA 2011 - 2013
Skills
small business..., Microsoft Word, Excel,..., proficient, meticulous,..., Strong and effective..., Excellent customer..., Dependable,Responsible,W..., Ability to follow..., Ability to apply..., day trader/independent..., Credit, Banking, Loans, Training, Real Estate, Team Leadership, Software Documentation, Time Management, Loan Origination, Accounting, Mortgage Banking, Business Planning, Insurance, Management, Mortgage Lending, Investments
Education
Trocaire College 2004 — 2006
Cardiac Ultrasound, also EKG/Cardiac Monitor Tech, Dean's List
State University of New York at Buffalo 2001 — 2003
Chemistry, Medical Stats, Molecular Biology, Herbs & Phytomedicinals
Erie Community College 1979 — 1981
A.A.S Radiation Therapy Technology, Radiation Physics, Dean's List
HSBC Bank USA July 2007 - Present
Hofstra University September 2010 - Present
New England Financial July 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Stevens Home Improvement Company Inc. July 2005 - September 2005
Skills
Bloomberg, Portfolio Management, Financial Modeling, Financial Analysis, Credit Analysis, Banking, Corporate Finance, Credit, Investments, Relationship Management, Risk Management, Credit Risk, Equities, Microsoft Excel, Bloomberg Terminal, Mutual Funds, Commercial Banking, Sales, Leadership, Asset Allocation, Financial Risk
Education
Hofstra University 2003 — 2007
BBA, Entrepreneurship, Finance
GGDP 2009 — 2009
Leadership
Old Rochester Regional High School 1999 — 2003
HSBC Retail Banking and Wealth Management September 2014 - Present
HSBC Bank USA January 2010 - Present
Goodnature Products, Inc. October 2007 - January 2010
Skills
Marketing, Advertising, Project Management, Sales, Call Centers, Consulting, Documentation, Customer Service
Education
Erie Community College 2015 — 2018
Associate's degree, Business Administration
HSBC September 2012 - Present
HSBC March 2011 - October 2012
HSBC Bank USA November 2009 - March 2011
HSBC Bank USA September 2008 - November 2009
HSBC Bank USA August 2002 - September 2008
United Way of Buffalo and Erie County 2005 - 2005
HSBC Bank USA June 2001 - August 2002
Education
Daemen College
Bachelor of Science
GSRBM
St. Bonaventure University
Masters
HSBC Technology & Services August 2009 - Present
Community Music School of Buffalo 2009 - Present
HSBC Bank USA September 1984 - June 2009
Empire of America 1982 - 1984
Skills
Information Security, Business Continuity, Auditing, Computer Security, Information Security..., Risk Management, Project Management, Process Improvement, Risk Assessment, Team Building, IT Management, Security, Integration, Programming, Software Development, IT Audit, Management, Program Management
Education
Buffalo State College
Erie Community College
Citi January 2014 - Present
Citigroup October 2012 - February 2014
Citigroup August 2011 - October 2012
RBC Bank April 2008 - July 2011
HSBC Bank USA August 2006 - August 2007
Skills
Banking, Portfolio Management, Credit, Financial Analysis, Fixed Income, Financial Modeling, Risk Management, Investments, Capital Markets, Derivatives, Credit Risk, Loans, Corporate Finance, Credit Analysis, Financial Risk, Valuation, Equities, Treasury Management, FX Options, Trading, Bloomberg, Bonds, Financial Reporting, Accounting, Financial Markets, Securities
Education
Canisius College Richard J. Wehle School of Business 2011 — 2013
M.B.A, Finance, 3.5
D'Youville College 2003 — 2006
B.S, Accounting, 3.3
Prudential Financial January 2013 - Present
Ivy Exec (IvyExec.com) November 2010 - January 2013
HSBC Bank USA November 2002 - March 2010
HSBC Securities August 1998 - November 2002
Wall Street Access August 1997 - August 1998
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Saint John's University
Bachelor of Arts
HSBC Bank, USA June 2007 - Present
ADP May 2003 - June 2007
ADP 1995 - 2007
Education
College of Saint Elizabeth 2005 — 2008
BS, Business Management
Fannie Mae April 2006 - March 2009
HSBC Bank USA 2001 - 2006
PricewaterhouseCoopers 1997 - 2000
BOC 1995 - 1997
Minisoft Private Limited 1994 - 1995
Skills
Business Intelligence, SDLC, Agile Methodologies, SOA, IT Strategy, Solution Architecture, Business Analysis, SQL, Data Warehousing, Integration, Microsoft SQL Server, Oracle, Management, Project Management, Change Management, Resource Management, Workflow Applications, Crystal Reports, Java Enterprise Edition, DB2, Cross-functional Team..., Software Project..., Enterprise Architecture, Requirements Analysis, PMO
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Graduate Certificate, Business Analytics
Indian Institute of Technology (Banaras Hindu University), Varanasi 1989 — 1993
B-Tech, Engineering
Semper Capital Management September 2005 - Present
Bayview Financial May 2003 - September 2005
HSBC Bank USA 2001 - 2003
Lazard Asset Management July 1999 - March 2001
Skills
Portfolio Management, Financial Risk, Market Risk, Investment Properties, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Alternative Investments, Bonds, Investments, Derivatives, Equities, Valuation
Education
Columbia University in the City of New York 1995 — 1999
BA
The Central Group June 2000 - Present
Health Partners International of Canada 2010 - 2013
Central Graphics and Container Group June 2000 - October 2007
HSBC Bank Canada 1999 - 2000
HSBC Bank USA 1996 - 1999
Skills
Operations Management, Change Management, Internal Controls, Strategy, Finance, Strategic Financial..., Management, Sales, Business Strategy, Budgets, Business Planning, Portfolio Management, ERP, Forecasting, Strategic Planning, Financial Planning
Education
Concordia University 1991 — 1994
BComm, Finance and Management
FX Transparency, LLC 2009 - Present
RBS Greenwich Capital 2005 - 2009
HSBC Bank USA 2004 - 2005
UBS Securities LLC 2000 - 2004
Fleet Global Markets 1998 - 2000
Thomson Financial Services 1994 - 1998
Skills
Trading, Risk Management, Banking, Currency, Foreign Exchange, Management, Analysis, Sales, Financial Advisory, Selling, Treasury, Fixed Income, Derivatives, FX Options, Hedge Funds, Bloomberg, Alternative Investments, Venture Capital, Equities, Capital Markets, Investments, Financial Markets, Structured Products
Education
Dartmouth College 1990 — 1994
BA, Government
London Business School 2007 — 2007
Executive Education, Management and Personal Effectiveness
HSBC BANK USA December 2009 - Present
Citi June 2008 - December 2009
JP Morgan Chase March 2005 - June 2008
GPI 1990 - 1992
Skills
Banking, Loans, Mortgage Lending, Customer Service, Retail Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Analysis, Financial Analysis, Team Management, Credit, Management, Finance, Leadership, Credit Risk, Commercial Banking, Investments, Credit Analysis, Credit Cards, Small Business Lending, Cross Selling, Financial Services, Risk Management, Business Development
Education
Institute of Management Technology, Ghaziabad 1988 — 1990
MBA, Marketing
St. Xavier School - Delhi 1972 — 1984
St. Xavier's delhi
Ridgeview Concrete Technologies September 2008 - September 2013
INTERNATIONAL PROFIT ASSOCIATES March 2008 - September 2008
HSBC BANK USA January 1998 - April 2007
DAI -ICHI KANGYO TRUST COMPANY January 1997 - January 1998
MANUFACTURERS & TRADERS TRUST COMPANY January 1987 - January 1997
BANKERS TRUST COMPANY January 1982 - January 1987
BRADFORD SECURITIES OPERATIONS, INC January 1980 - January 1982
Skills
Strategic Planning, Budgeting, Pricing, New Business Development, Contract Negotiation, Sales Management, Planning, Cost, Term Life Insurance, Management Consulting, Account Management, Trust Management, Corporate Trust, Budgets, Business Strategy, Management, Business Development, Leadership, Project Planning, Marketing Strategy, Entrepreneurship, Process Improvement, Analysis, Negotiation, Finance, Sales, Risk Management, Operations Management, Strategy, Contract Management, Purchasing, Team Building, Project Management, Customer Service, Marketing, Banking, Training, CRM, Product Development, Construction, Financial Analysis
Education
Fordham University 1974 — 1978
BA Degree, English
Fordham University 1974 — 1978
Bachelor of Arts (BA), English
HSBC Bank USA January 1998 - Present
Skills
HTML 5(self taught), CSS3(self taught), Photoshop(self taught), Software Project..., Business Analysis, Banking, Requirements Analysis, Data Mapping, Requirements Gathering
Education
Erie Community College 1998 — 2002
AAS, CIS
State University of New York at Buffalo - School of Management 1995 — 1998
HSBC June 2013 - Present
Citi August 2011 - June 2013
Nomura September 2009 - July 2011
HSBC Bank USA November 2008 - September 2009
Lehman Brothers 2005 - 2008
Glo Kid LLC/Deviled Eggs February 2007 - October 2007
Skills
ISDA, Derivatives, Swaps, CDS, Negotiation, Contract Negotiation, Capital Markets, Credit Derivatives, Prime Brokerage, Structured Products, Interest Rate..., Fixed Income, Hedge Funds
Education
Howard University School of Law 2002 — 2005
J.D., Law
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration, International Business
First Niagara Bank August 2014 - Present
Bank of America Merrill Lynch July 2011 - July 2014
HSBC - Hong Kong July 2009 - July 2011
HSBC Bank USA December 1996 - July 2011
HSBC December 1996 - July 2011
Fundtech 1996 - 2010
Skills
Payments, SDLC, Requirements Analysis, Software Project..., Solution Architecture, Business Analysis, SOA, Enterprise Architecture, Requirements Gathering, Unix, IT Strategy, Software Development, Agile Methodologies, Vendor Management, SQL, Integration, Oracle, Project Delivery, Business Intelligence, Data Warehousing, Payment Systems
Education
State University of New York at Buffalo 1988 — 1992
Master of Science (M.S.), Computer Science
Clarkson University 1986 — 1988
Bachelor of Science (B.S.), Electrical Engineering
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Lil' Workers Child Development Center June 2009 - Present
HSBC Bank USA February 2002 - Present
University at buffalo July 1997 - December 2005
Buffalo Community Partnership/Buffalo State College November 1993 - December 1996
Skills
Project Management, Access, Analysis, Data Analysis, Business Analysis, Staff Development, SDLC, Management, Customer Service, Team Leadership, Strategic Planning, Program Management, Microsoft Office, Training, Process Improvement, Leadership, Requirements Analysis, Systems Analysis
Education
Medaille College 2007 — 2009
MBA, Business
Medaille College 2005 — 2007
BBA, Business Administration
Erie Community College 2001 — 2002
AAS, Computer Information Systems
Erie Community College 1989 — 1992
AAS, Office Technology
Bennett High School 1988 — 1988
HSBC Bank USA April 2012 - Present
HSBC Bank plc November 2009 - March 2012
HSBC September 2008 - December 2009
Education
EMLYON Business School 2004 — 2008
TD Ameritrade November 2012 - Present
HSBC Bank USA January 2009 - Present
Bank of America January 2006 - January 2009
Fleet Bank 2001 - 2007
Skills
Fixed Income, Portfolio Management, Wealth Management, Equities, Banking, Investments
Education
Fairleigh Dickinson University
HSBC Bank USA 2012 - 2012
First Niagara Financial Group 2011 - 2011
The Pension Service, LLC 2008 - 2010
HSBC Bank USA 2006 - 2008
HSBC Bank USA 2001 - 2005
P&A Administrative Services, Inc. 1999 - 2001
Hodgson Russ LLP 1987 - 1998
Skills
Employee Benefits, Training, Benefits Administration, Defined Benefit, Auditing, Analysis, Financial Services, Payroll, Investments, Pensions, Customer Service, Account Reconciliation, Retirement, Accounting, Quality Assurance
Education
Daemen College
Bachelor of Science, Business Administration
The Institute of Employee Benefits Training
Certificate, Employee Benefits
JPMorgan Chase June 2013 - Present
HSBC July 2012 - May 2013
HSBC Bank USA July 2010 - June 2012
HSBC Bank USA October 2008 - June 2010
HSBC Card Services October 2007 - September 2008
HSBC Card Services September 2006 - August 2007
University of Texas at Austin September 2004 - August 2006
Skills
SAS, SPSS, Data Analysis, Risk Management, Critical Thinking, Credit Risk, Portfolio Management, Statistical Modeling, Predictive Analytics, Predictive Modeling, Business Analytics, Data Mining, Quantitative Analytics, Financial Modeling, SAS programming, Risk Analytics, Analysis, Financial Risk, Forecasting, Finance, SDLC, Loans
Education
The University of Texas at Austin 2004 — 2006
M.S, Engineering
Indian Institute of Technology, Madras 2000 — 2004
Bachelor of Technology, Civil Engineering
HSBC Bank USA March 2014 - June 2015
United Bank July 2013 - March 2014
Webster Bank July 2012 - July 2013
HSBC MORTGAGE CORP May 2006 - December 2008
Franklin American Mortgage Company June 2005 - May 2006
Crescent Mortgage October 2004 - May 2005
The McCue Mortgage Company February 1992 - September 2004
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Residential Mortgages, Refinance, Loans, USDA, VA loans, Loss Mitigation, Reverse Mortgages, Credit, Underwriting, Banking, Credit Analysis, Real Estate, Investment Properties, First Time Home Buyers, Sales Management, Commercial Lending, FHA financing
Education
University of Massachusetts Lowell 1971 — 1973
BS, BUSINESS
Daniel Webster College 1969 — 1971
AS, BUSINESS
Choyce Peterson, Inc. April 2015 - Present
HSBC Bank USA 2011 - 2012
HSBC Bank USA 2009 - 2011
Bank of America 2005 - 2009
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Management, Marketing, Portfolio Management, Private Banking, Relationship Management, Investments, Loans
Education
Colby College 1999 — 2003
Bachelor's Degree, Economics
Colby College 1999 — 2003
Economics
Wells Fargo Bank N.A. August 2012 - Present
Wells Fargo Bank N.A. July 2010 - August 2012
HSBC Bank USA 2009 - August 2010
French-American Chamber of Commerce of North Carolina 2000 - 2009
Wachovia Capital Markets LLC 2005 - 2007
Wachovia Securities, LLC 1997 - 2005
UBS AG (Swiss Bank Corporation) 1995 - 1997
UBS (f.k.a. "Swiss Bank Corporation") 1991 - 1995
UBS (f.k.a. Swiss Bank Corporation) 1990 - 1991
UBS (f.k.a. Swiss Bank Corporation) 1981 - 1990
Skills
Capital Markets, Credit Risk, Corporate Finance, Credit Analysis, Risk Management, Cash Management, Banking, Credit, Investment Banking, Derivatives, Portfolio Management, Finance, Asset Management
Education
Tulane University 1978 — 1980
MBA, Finance and International Business
Institut d'Etudes Politiques de Grenoble 1976 — 1978
BA, Political Science (Economics and Finance major)
Université Pierre Mendès-France (Grenoble II) 1972 — 1977
Maitrise, Sciences Economiques
HSBC Bank USA N.A. March 2012 - Present
HSBC BANK USA November 2010 - February 2012
AVM Consulting Services, LLC January 2008 - November 2010
Compliance Professional Resources LLC 2008 - 2010
Metropolitan Bank & Trust Company 1993 - 2007
Skills
AML, OFAC, Financial Risk, Banking, Bank Secrecy Act, USA PATRIOT Act, KYC, Fraud, Compliance, Investment Banking, Private Investigations, Financial Analysis, Loans, Operational Risk..., Risk Management, Operational Risk, Credit, Financial Services, Payments, Commercial Banking, Cash Management, Securities, Anti Money Laundering, Certified Fraud Examiner, Corporate Governance, Due Diligence, Financial Institutions, Credit Analysis
Education
De La Salle University 1966 — 1970
Bachelor of Science, Business Administration
HSBC Bank USA May 2011 - Present
JPMorgan Chase July 2007 - May 2011
National City Bank June 2004 - June 2007
AmTrust Bank (formerly Ohio Savings Bank) November 2001 - May 2004
InterAction August 1999 - December 2000
Education
Hood College 1995 — 1999
B.A., Spanish
PSEG August 2011 - Present
PSEG under contract with The Judge Group April 2009 - September 2011
Ortiani Bank June 2008 - November 2008
US Real Estate Advisors, Inc July 2006 - December 2007
Valley National Bank March 1998 - May 2003
HSBC August 1988 - August 1997
HSBC BANK USA May 1987 - April 1988
HSBC January 1986 - May 1987
HSBC February 1981 - January 1986
Education
HSBC Credit Training 1988 — 1988
Pace University - Lubin School of Business 1982 — 1987
MBA, Finance
The George Washington University
B.B.A, Marketing
Emory University 1975 — 1977
Liberal Arts
Intel Security January 2015 - Present
McAfee March 2013 - December 2014
Deloitte Consulting May 2009 - March 2013
BearingPoint 2006 - 2009
HSBC Bank USA 2004 - 2006
University at Buffalo 2002 - 2004
Education
State University of New York at Buffalo - School of Management 2002 — 2004
MBA, Corporate Finance and International Management
DePauw University
BA, Economics
Dunn Development Corp January 2006 - Present
Local Initiatives Support Corporation 2001 - 2005
HSBC Bank USA 1999 - 2001
Education
University of North Carolina at Chapel Hill 1995 — 1997
Masters, City and Regional Planning
Cornell University 1988 — 1992
BS
HSBC BANK USA August 2010 - Present
HSBC Bank March 2007 - August 2010
Citi Bank May 2003 - August 2006
Skills
Customer Service, Banking, Microsoft Excel, Credit, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Loans, Call Center, Data Entry, Retail Banking, AML, BSA, OFAC, KYC, Risk Assessment, USA PATRIOT Act, CDD, EDD, Internal Investigations, Wealth Management, Credit Cards, Sales, Financial Regulation, Branch Banking, Management, Bank Secrecy Act, Financial Analysis, Training, Cross Selling, Operational Risk, Time Management, Operational Risk..., Anti Money Laundering
Education
CUNY York College 2003 — 2007
Bachelors of Science degree in Business Administration, Business Management/ Finance, 3.3
Newton High School 2000 — 2003
High School Diploma
M&T Bank July 2014 - Present
HSBC Bank USA 2001 - July 2014
Skills
Commercial Lending, Banking, Commercial Banking, Credit, Loans, Credit Analysis, Credit Risk, Small Business Lending, Commercial Mortgages, Cross Selling, Asset Based Lending, Business Planning, Portfolio Management, Treasury Management, Trade Finance, Financial Analysis, Risk Management
Education
Cornell University
BS, Applied Economics and Business Management
SCCS
HSBC Bank USA December 2000 - Present
Skills
Credit, Loans, Banking, Management, Finance, Financial Risk, Credit Risk, Investment Banking, Portfolio Management
Education
The University of Chicago 1972 — 1974
M.B.A., Finance & International Business
Haverford College 1968 — 1972
B.A., Economics
HSBC Bank USA November 2014 - Present
HSBC July 2011 - November 2014
GMAC Commercial Finance May 2003 - April 2011
Fleet Capital Corp 1996 - 2003
Chrysler Capital 1985 - 1996
Skills
Asset Based Lending, Credit, Loans, Structured Finance, Factoring, Portfolio Management, Credit Analysis, Credit Risk, Financial Analysis, Financial Structuring, Financial Modeling, Commercial Lending, Financial Risk, Valuation, Commercial Banking, Leveraged Finance, Capital Markets, Banking, Corporate Finance, Investment Banking
Education
Iona College
Finance
HSBC Asset Management June 2005 - Present
HSBC Bank USA September 1998 - June 2005
Skills
Languages, Fluent in Mandarin, Fluent in Cantonese, Asset Management
Education
Indiana University South Bend
BS, Finance and Business
SunTrust Bank May 2013 - Present
HSBC BANK USA March 2008 - May 2013
Wachovia Bank February 1989 - March 2008
Skills
Consumer Lending, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Relationship Management, Mortgage Banking, Wealth Management, Financial Services, Loan Origination, Mortgage Lending, Banking, Retail Banking, Cross Selling, Credit Risk, Portfolio Management, Lines Of Credit
Education
Florida State University 1980 — 1985
B.S. Economics
HSBC BANK USA July 2007 - July 2009
Fleet Bank 1997 - 2003
Bank of Boston 1982 - 1997
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Marketing and Finance
Duke University 1973 — 1977
BA, English
Goldman Sachs April 2009 - Present
HSBC Bank USA April 2005 - April 2009
Merrill Lynch Community Development Corporation March 2001 - March 2005
JP Morgan Community Development Company April 2000 - February 2001
Chase Manhattan Bank Community Development Corporation January 1991 - April 2000
Chemical Bank (NY) September 1988 - January 1991
Skills
Non-profit Board..., Community Development..., Affordable Housing, Community Reinvestment..., Philanthropy, Small Business Lending
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance, General
Grinnell College 1979 — 1983
Bachelor's degree, Urban Studies/Affairs
First Niagara Bank September 2013 - Present
HSBC Bank USA October 2012 - September 2013
CSX Transportation April 2012 - September 2012
HSBC Bank USA November 2010 - March 2012
Daemen College May 2006 - November 2010
Jubilee Foods June 2003 - May 2006
Skills
Microsoft Word, Microsoft Excel, Access, Banking, Customer Service, Healthcare, Financial Analysis, Credit, Leadership, Loans, Microsoft Office, Mortgage Banking, Mortgage Lending, Outlook, PowerPoint, Process Improvement, Transportation, Telephone Skills, Software Documentation, Credit Analysis
Education
Daemen College 2006 — 2010
BS, Business Administration
St Joseph's Collegiate Institute 2001 — 2005
EAW Medical Care May 2009 - Present
UBS FINANCIAL SERVICES INC August 2006 - April 2009
PARIBAS (Decorum Consulting) April 2006 - May 2006
HSBC BANK USA February 2006 - March 2006
HSBC BANK November 2005 - December 2005
GOLDMAN SACHS (Execu-Search) June 2005 - September 2005
Citibank (Advantage Human Resourcing) September 2004 - December 2004
Citibank (Advantage Human Resourcing) May 2000 - January 2004
LEWCO SECURITIES CORP June 1996 - May 2000
Skills
Visio, Management, Databases, SDLC, Business Analysis, Microsoft Excel, Microsoft Access, MS Project, Quality Center, Quality Assurance, Networking, Network Administration, Wireless Networking, Microsoft Word, Reporting & Analysis, User Acceptance Testing, Employee Training, Web Applications, Investment Banking, Wealth Management, SOX Compliancy, Dodd-Frank, Technical Support, Project Management, PowerPoint, Regression Testing, Financial Statements, Confirmation, Medical Records, Access, Banking
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2001
Bachelor of Arts, Government
NEW YORK INSTITUTE OF FINANCE
HSBC Bank USA Government and Institutional Banking February 2011 - Present
International Touch Soccer Academy LLC May 2009 - Present
HSBC Bank USA N.A. January 2009 - January 2011
HSBC Bank USA April 2008 - January 2009
United States Army Reserve May 2000 - May 2008
SunTrust Bank January 2008 - April 2008
Skills
Spanish, Loans, Banking, Retail Banking, Credit, Credit Analysis, Commercial Banking, AML, Customer Service, Risk Management, Operational Risk..., Microsoft Excel, Coaching, Finance, Relationship Management, Cross Selling, KYC, Credit Cards, Leadership, Microsoft Office, Financial Services, Financial Analysis, Financial Risk
Education
University of Phoenix 2009 — 2012
BUSMGMT, BUSINESS ADMINISTRATION
Montgomery College 2006 — 2007
Attended, Business Administration
George Mason University 2001 — 2003
attended, Business Administration
Cracker Barrel January 2011 - April 2012
Buffets, Inc. August 2006 - December 2010
Restaurant Blitz Management Services, Inc 1997 - 2009
Mighty Taco 2005 - 2006
The Block Hotel 2003 - 2004
HSBC Bank USA 1997 - 2003
US Air Force Reserve January 1994 - January 1998
United States Air Force January 1989 - January 1994
Education
Medaille College 2002 — 2004
Bachelors of Business Administration, Business
Erie Community College 1995 — 1997
Associates Degree, Computer Information Systems
ADP January 2015 - Present
ADP February 2012 - January 2015
ADP January 2010 - February 2012
ADP July 2007 - January 2010
Astro Air Corporation May 2006 - January 2007
Forrest & Brook October 2005 - May 2006
ADP July 2002 - October 2005
ADP August 2000 - July 2002
HSBC Bank USA June 1999 - August 2000
Skills
PHR Certification, Payroll, ADP Payroll, Talent Management, Benefits Administration, HRIS, HR Consulting, SPHR, Employee Benefits, PeopleSoft, SAP HR, Workforce Management, Cold Calling, Accounts Payable, Analysis, PEO, Applicant Tracking..., FMLA, Deferred Compensation, Management, Personnel Management, Human Capital, SaaS, Time Management, HR Transformation, Training, Awesomeness, HRO, Employee Engagement, Workforce Planning, Sales, Employee Relations, BPO, Time & Attendance, Salesforce.com, Succession Planning, HR Policies, Performance Management, Recruiting, Talent Acquisition, Workers Compensation, Onboarding, Account Management, Human Resources, Leadership, Employee Training, Kronos, Hiring
Education
Suffolk County Community College
Associate Degree, Criminal Justice
Dowling College
Bachelor of Science, Social Sciences
M&T Bank July 2013 - Present
Bank of America May 2012 - June 2013
JPMorgan Chase August 2011 - May 2012
HSBC Bank USA November 2009 - September 2010
HSBC Mortgage Corporation March 2004 - October 2009
HSBC Bank USA January 2001 - February 2004
HSBC Bank USA January 1998 - December 2000
HSBC Bank USA January 1995 - December 1997
Education
Cornell University 1978 — 1982
B.S., Communication Arts
HSBC Bank USA Ticket TakerBuffalo BillsSeptember 1995 - Present
Buffalo Trotting Assoc. June 1989 - Present
Skills
Microsoft Office, Microsoft Word, PowerPoint, Access, Time Management, Event Planning, Event Management
Education
Erie Community College
Lake Shore Central
General Diploma
Capital One Director of Commercial LendingCross County Funding2014 - 2015
Chase January 2011 - May 2014
HSBC Bank USA 2006 - 2010
Skills
Banking
Education
Emporia State University
JMC Title Agency 2008 - Present
HSBC Bank USA 1993 - 2008
Education
Elmira College
SUNY Cortland
HSBC 1985 - 2012
HSBC Bank plc 2009 - 2011
HSBC Bank Canada 2007 - 2009
HSBC Bank USA 2002 - 2007
HSBC Bank Canada 1998 - 2002
HSBC Bank Canada 1996 - 1998
Education
McGill University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Commerce (B.Com.)
Burlington Coat Factory November 2012 - July 2013
Morrison & Foerster LLP November 2011 - May 2012
Temporary Consultant Work October 2008 - October 2011
Duff Capital Advisors, LLC - Company Closed May 2008 - September 2008
Goldman Sachs & Co July 2007 - March 2008
J.F. Lehman June 2006 - March 2007
HSBC Bank USA September 2004 - February 2005
International Swaps & Derivatives Association December 2001 - April 2004
Skills
Research, Microsoft Excel, Administrative Functions, Microsoft Word, Microsoft Office, Event Planning, Customer Service, Consulting, Derivatives, Internet, Invoicing, Social Media, Nonprofits, Organization, Office Administration, PowerPoint, Proofreading, Typing, Volunteer Management, WordPress, Creative Writing, Youth Mentoring, Salesforce.com
Education
Clark University 1995 — 1999
International Development, Global Economics and Research
HSBC Bank USA August 2005 - October 2011
Education
Cleveland State University 1992 — 1998
BBA, Management Labor Relationship
HSBC Securities (USA) Inc July 2011 - Present
HSBC Bank USA January 2011 - June 2011
HSBC Bank USA August 2003 - January 2011
HSBC Bank USA June 2000 - August 2003
HSBC Bank USA June 1997 - June 2000
Marine Midland Bank November 1994 - June 1997
Skills
AML, KYC, Correspondent Banking, OFAC, Commercial Banking, Bank Secrecy Act, Financial Institutions, USA PATRIOT Act, Payments, Anti Money Laundering, SWIFT payments, Risk Management, Transaction Processing, Trade Finance, Financial Transactions, Cash Management, ACH, Sanction, Letters of Credit, Relationship Management, Banking Relationships, Core Banking, Financial Risk, Banking, Payment Systems, Foreign Exchange, Risk Analysis, Deposits, Due Diligence, Financial Analysis
Education
Wilmington University 2011 — 2014
MBA, Business Administration and Management, General
Houghton College 1990 — 1994
BS, Political Science
HSBC Bank USA December 2008 - Present
Education
Hofstra University
MBA, BBA cum laude, Banking and Finance
Ciminelli Real Estate Corporation July 2013 - Present
HSBC Bank USA December 2008 - November 2009
National Hospice and Palliative Care Organization September 2007 - June 2008
National Hospice and Palliative Care Organization February 2007 - September 2007
Skills
Microsoft Office, Excel, Word, PowerPoint, Access, Outlook, iMIS, Microsoft Word
Education
Hilbert College 2011 — 2014
Bachelor of Science (B.S.), Accounting
Buffalo State College 2000 — 2005
Bachelor of Arts (B.A.), Political Science
HSBC Bank USA February 2000 - Present
HSBC Bank USA June 1997 - February 2000
HSBC Bank USA July 1992 - May 1997
Education
Medaille College 1991 — 1994
Finance and Financial Management Services, GPA 3.4
Bryant & Stratton College 1985 — 1986
Associate's degree, Computer Science
Erie Community College 1984 — 1985
Mathematics and Computer Science, GPA 3.3
Alden High School 1976 — 1979
High School Diploma
Suffolk County Offie for the Aging August 2009 - Present
SUFFOLK COUNTY OFFICE January 2009 - Present
Kids for Kids Productions, Inc January 2002 - Present
HSBC January 2003 - February 2009
HSBC BANK USA January 1988 - January 2009
HSBC Bank January 2001 - January 2003
HSBC September 1988 - January 2003
HSBC Bank January 1988 - January 2001
Board of Managers January 1990 - January 1999
Skills
Wellness, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Coaching, Healthcare, Strategic Planning, Leadership, Analysis, Policy, Management
Education
Farmingdale State College 1979 — 1981
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Wells Fargo Bank June 2010 - Present
HSBC Bank USA March 2005 - June 2010
The Bank of New York September 1992 - February 2005
Education
Fairfield University 1984 — 1988
Bachelor of Science (BS), Finance
First Niagara Bank June 2014 - Present
PHH Mortgage August 2013 - February 2014
HSBC Bank USA May 2001 - August 2013
HSBC Bank USA June 1997 - May 2001
Sibley Mortgage/First Federal Savings September 1983 - December 1996
Skills
Mortgage Lending, Underwriting, Credit Risk, Leadership, Risk Management, Performance Management, Employee Engagement, Increase Productivity, Lead and develop people, Quality Control, Interpersonal..., Residential Mortgages, DE Certification - FHA..., Mortgage Underwriting, Credit Analysis, Collateral review, Microsoft Office, Close Attention to..., Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Public Speaking, Collateral Management
Education
Hilbert College
Associate's Degree
HSBC Bank USA August 2012 - Present
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Elizabeth Moir International School 2006 — 2008
GCE Advanced Level Exam, Mathematics, Biology and Economics, Distinctions Mathematics, Biology and Economics
hsbc bank usa February 2006 - Present
Wachovia Bank (now Wells Fargo) 1999 - February 2006
Education
Georgetown University 1984 — 1988
Bachelor of Science (B.Sc.), International Business and Marketing
HSBC Bank USA January 1984 - May 2004
Education
Cornell Law School 1965 — 1968
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Hamilton College 1961 — 1965
Bachelor's Degree, History, Graduated with Honors
First Niagara Bank January 2014 - Present
Bank of America 2007 - 2013
ICT Group Inc July 2004 - October 2007
JC Penney Com October 2003 - November 2004
HSBC Bank USA September 1991 - September 2003
Skills
Strategic Planning, Customer Service, Coaching, Microsoft Office, Public Speaking, Nonprofits, Training, Leadership, Team Building, Research, Leadership Development, Event Planning, Community Outreach, Social Networking, Banking, Credit, Loans, Mortgage Lending, Retail Banking
Education
Buffalo State College
Erie Community College
AAS Degree, Business Administration
Medaille College
BusinessAdministration
HSBC Bank USA November 2004 - Present
Education
Roberts Wesleyan College 2007 — 2009
Strategic Leadership
Eastern Nazarene College 1989 — 1993
Religion
Johnson Capital June 2009 - Present
Alma Bank 2009 - 2009
Checkers Realty and Management 2004 - 2008
HSBC Bank USA 2003 - 2004
Skills
DCF Modeling, Due Diligence, Credit and Cash Flow..., Negotiations, Portfolio Management, Research, Mortgage Loan Process, Problem Solving, C-Level Relationships, Bilingual, Argus, Trepp, MS Excel, MS PowerPoint, MS Word
Education
Long Island University 2000 — 2001
Master of Business Administration (M.B.A.), International Business
Fairfield University 1992 — 1996
Bachelor's Degree, International Business
CREDIT SUISSE 2009 - Present
HSBC BANK USA, GLOBAL PRIVATE BANK 2007 - 2009
ROYAL BANK OF CANADA 2004 - 2007
CITIGROUP 2003 - 2004
HSBC BANK USA 1994 - 2002
CITIBANK, N.A. 1989 - 1994
Manufacturers Hanover Trust 1984 - 1989
Skills
Private Bank, Credit, Risk Management, Spanish, Banking, Credit Analysis
Education
Fordham University
Master of Business Administration (M.B.A.), Finance
CIBC World Markets February 2014 - Present
HSBC Bank USA June 2005 - October 2013
Education
Hobart and William Smith Colleges 2001 — 2005
Bachelor’s Degree, History
Hobart and William Smith Colleges