HSBC, North America
Industry: Company
DescriptionHeadquarters: Lake Forest, IL Founded: 1980 Subsidiaries: HSBC Bank USA, HSBC Bank Canada, Parent organizations: HSBC, HSBC Overseas Holdings (UK) Limited
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HSBC, North America Employees
PYMNTS.com March 2013 - Present
Market Platform Dynamics February 2012 - Present
Gita & Associates Public Relations April 2010 - February 2012
Jimmy John's Franchise LLC June 2009 - April 2010
University of Illinois at Urbana-Champaign April 2008 - December 2008
Department of State - United States Embassy, Vienna January 2008 - April 2008
HSBC North America December 2006 - September 2007
Skills
Marketing, Marketing Communications, Research, Press Releases, Payment Industry, Mobile Payments, Public Relations, Social Media, Management Consulting, Management, German, Event Planning, Media Relations, International Relations, Microsoft Office, Project Management, Business Development, Problem Solving, Strategy, Analysis, CRM, Social Media Marketing, Consulting, Editing, Strategic Communications, Brand Development
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts, International Studies
WU (Vienna University of Economics and Business) 2007 — 2008
U.S. Bank November 2011 - Present
HSBC North America September 2005 - October 2011
HSBC North America July 2002 - September 2005
Mizrahi-Tefahot Bank March 1994 - March 2001
Skills
Financial Analysis, Business Analysis, Banking, Financial Reporting, Forecasting, Financial Services, Process Improvement, Consumer Lending, Essbase, Credit Cards, PeopleSoft, Mortgage Lending, Strategic Financial..., Finance, Budgets
Education
Tel Aviv University 1991 — 1992
M.S., Engineering & Microelectronics
Polytechnic Institute, Kishinev, Moldova 1986 — 1990
M.S., Microelectronics & Semiconductor devices
BMO Financial Group December 2013 - Present
Johnson Controls January 2012 - June 2013
HSBC July 2009 - August 2011
HSBC North America January 2008 - June 2009
HSBC Mexico January 2006 - December 2007
HSBC North America August 2004 - December 2005
US Navy May 1996 - 2003
Skills
Business Process..., Project Management, Change Management, Offshoring, Contact Centre Design, Pricing Analysis, Emerging Markets, Business Continuity, Business Process..., Process Improvement, Analysis, Management, Business Analysis, Leadership, Forecasting, Team Building, Project Planning, Business Transformation, New Business Development, Performance Management, Program Management, Call Centers, Sales, Strategy, Banking, Risk Management, Negotiation, Executive Management, Finance, Global Operations, Lean Six Sigma, Disaster Response, Mergers & Acquisitions, PMO, Implementation..., Vendor Management, Talent Management, Business Intelligence, Budgets, Training, Telecommunications, Six Sigma, Cross-functional Team..., Team Leadership
Education
University of Colorado Boulder 1992 — 1996
BA, Spanish Literature
St Ignatius College Prep
University of Illinois at Chicago
Charles Schwab February 2015 - Present
Private Investment Fund August 2013 - January 2015
Morgan Stanley May 2012 - May 2013
HSBC North America/Asia Pacific 2009 - 2012
HSBC North America March 2008 - April 2009
HSBC North America October 2005 - February 2008
Education
Stanford Continuing Studies 2014 — 2014
Professional Development 2 courses for 2 total units, Marketing, Public Speaking
University of California, Los Angeles 2001 — 2005
BS, Computer Science -Henry Samueli School of Engineering and Applied Science
JPMorgan Chase December 2008 - Present
HSBC North America October 1993 - November 2008
Aerospace Industries Association 1991 - 1993
Skills
Government Relations, Public Policy, Politics, Public Speaking, Issues Management, Public Relations, Lobbying, Strategic Partnerships, Stakeholder Engagement, Strategic Communications, Banking, Strategy, Change Management, Leadership, Policy Analysis, Media Relations, Speech Writing, Program Management, Strategic Planning, Government, Economic Development, Leadership Development, Corporate Communications
Education
University of Oklahoma 1983 — 1987
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Air Academy High School 1980 — 1983
HSBC January 2015 - Present
HSBC Bank - UK/Europe/ MENA May 2014 - Present
HSBC September 2008 - Present
HSBC North America February 2008 - September 2008
HSBC Bank August 2005 - February 2008
HSBC Insurance Services January 2005 - August 2005
HSBC Insurance Agency March 2004 - January 2005
HSBC Insurance Agency February 2003 - March 2004
HSBC Insurance Agency (USA), Inc July 1998 - March 2003
HSBC Bank December 1996 - July 1998
Skills
Recruitment, Talent Acquisition, Talent Management, Global Projects, Project Implementation, Global Strategy, Recruitment/Retention, Centralization, Staff Management, Temporary Staffing, Staff Planning, Recruiting, Graduate Recruitment, Management, Sourcing, Vendor Management, CRM, Human Resources
Education
University of Phoenix
Master of Business Administration (MBA)- In Progress
University of Phoenix
Bachlors Degree, Business Administration, Management and Operations, 3.7
HSBC - North America 2011 - Present
HSBC - North America 2009 - 2010
HSBC Bank USA, N.A. 2008 - 2009
HSBC Bank USA, N.A. 2007 - 2008
HSBC Bank USA, N.A. 2005 - 2007
HSBC Bank USA, N.A. 2002 - 2003
Skills
Talent Management, Performance Management, Change Management, Employee Relations, Organizational..., Employee Engagement, Succession Planning, Strategic Planning, Leadership Development, Team Building, Organizational..., Employee Benefits, Wealth Management, Banking, Training, Leadership, Workforce Planning, Management, Relationship Management, Human Resources, Retail Banking, Risk Management, Personnel Management, Marketing, Commercial Banking, Organizational Design, Internal Communications, Financial Services, Executive Management, Strategic HR
Education
University of Arizona
BS, Finance
PwC August 2015 - Present
Hire Counsel October 2014 - July 2015
Washington DC - based Financial Regulatory Consulting Firm February 2014 - June 2015
HSBC - North America December 1996 - June 2013
Office of the Comptroller of the Currency September 1991 - December 1996
Skills
Corporate Governance, AML, Banking, Financial Services, Financial Risk, Banking Law, Financial Regulation, Regulations, Policy, Legal Writing, Anti Money Laundering, Team Management, Public Affairs, Regulatory Analysis, Communication, Policy Analysis
Education
The College of William and Mary - Marshall Wythe Law School 1988 — 1991
JD
University of Virginia 1984 — 1988
BA, History
Mamaroneck High School
HSBC January 2008 - Present
HSBC North America 2008 - Present
Follett Corporation September 2003 - January 2008
Skills
PeopleSoft, Applicant Tracking..., HRIS, Talent Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Deferred Compensation, Workforce Planning, SDLC
Education
University of Illinois at Chicago 1988 — 1993
HSBC January 2012 - Present
HSBC December 2011 - March 2012
HSBC North America April 1997 - July 2011
HSBC Card Services 1997 - 2009
HSBC June 2007 - October 2008
Specialized Card Services April 1997 - October 2000
SPS Payment Systems April 1988 - April 1997
Education
University of Sioux Falls 1987 — 2008
BA, Management with an emphasis in Human Resources
Evening Post Industries August 2013 - Present
HSBC Global Asset Management July 2010 - January 2013
HSBC Holdings May 2007 - July 2010
HSBC North America November 2006 - May 2007
King and Wood, PRC Lawyers April 2005 - September 2005
Skills
Climate Change, Business Strategy, Sustainability, Investments, Emerging Markets, Wealth Management, Asset Management, Mergers & Acquisitions, Business Development, Financial Services, Investment Banking
Education
Chartered Institute of Securities and Investments 2011 — 2012
CISI Masters in Wealth Management
University of South Carolina - The Moore School of Business 2004 — 2006
IMBA
University of South Carolina School of Law 2002 — 2006
JD/MBA, Law, International Business
University of North Carolina at Chapel Hill 1998 — 2002
A.B., Spanish, Political Science
Taft School 1994 — 1998
LFA PR October 2007 - Present
City Colleges of Chicago February 2012 - July 2012
The Chicago Community Trust October 2004 - October 2007
HSBC North America June 2000 - August 2004
Valerie Denney Communications April 1999 - June 2000
Josephinum High School June 1996 - July 1998
Ann Taylor 1994 - 1996
WNDU TV 1992 - 1994
Skills
Media Relations, Message Development, Strategic Planning, Grassroots Marketing, Strategic Communications, Public Relations, Social Media, Event Planning, Crisis Communications, Speech Writing, Public Speaking, Internal Communications, Non-profits, Press Releases, Nonprofits, Digital Marketing, Social Networking, Strategy, Social Media Marketing, Marketing Communications, Marketing, Corporate Communications, Storytelling
Education
Roosevelt University 1998 — 2000
Masters of Science, Integrated Marketing Communications
University of Notre Dame 1988 — 1995
Bachelor of Arts, History
Forward Properties International February 2006 - Present
HSBC North America October 2002 - February 2006
JPMorgan Chase May 1999 - September 2002
Advanta 1990 - 1998
Skills
Debt, Portfolio Management, Credit Cards, Banking, Executive Management, Risk Management, Credit Risk, Financial Analysis, Financial Services, Relationship Management, Finance, Call Centers, Credit Analysis, Strategy, Strategic Planning, Operational Risk, Business Strategy, Management Consulting, Outsourcing, Analysis, Management, Mergers & Acquisitions, Negotiation, Loans, Leadership, Financial Risk, Financial Modeling, Investments, Analytics, Corporate Finance, Due Diligence, Asset Management, Valuation, Strategic Financial..., Loss Mitigation
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1997
MBA, Finance
Ursinus College 1986 — 1990
B.A., Economics
Three Rivers Capital Investments LP May 2014 - Present
Woodstock Holdings of Pennsylvania LLC February 2014 - Present
Citizens Bank February 2013 - March 2014
Bank of America May 2012 - January 2013
JPMorgan Chase December 2011 - May 2012
Barclays Business May 2010 - September 2011
Barclays Corporate Banking December 2007 - May 2010
Wachovia Corporation * Financial Center October 2005 - October 2007
HSBC North America June 2003 - September 2005
ASB Bank/BankDirect January 2000 - October 2003
Skills
Key Achievements, Banking, Credit, Cash Management, Investments, Finance, Customer Service, Coaching, Recruiting, Management, Microsoft Excel, Human Resources, Workshop Facilitation, Lotus Notes, Marketing, Microsoft Word, Outlook, Small Business Lending, Training, Relationship Management, Loans, Portfolio Management, Strategy, Retail Banking, Business Development, CRM, Team Management, Mortgage Lending, Sales, Cross Selling, Insurance, Time Management, Commercial Banking, Risk Management, Financial Services, Customer Retention, Credit Analysis, Credit Risk, Consumer Lending, Operational Risk, Commercial Lending, Financial Risk, Wealth Management, Financial Analysis, Trade Finance, Investment Banking, Internet Banking, Corporate Finance, Residential Mortgages, Loan Origination
Education
University of Auckland 1996 — 1998
PGDipSci, Forensic Psychology & Advanced Data Analysis
University of Auckland 1991 — 1995
BSc, Neuroscience & Data Analysis
HSBC North America February 2013 - Present
HSBC August 2009 - February 2013
India June 2004 - August 2009
Tata Tea Limited August 1993 - June 2004
Skills
Banking, Risk Management, Financial Modeling, Financial Analysis, Business Process..., Internal Audit, Financial Reporting, Relationship Management, Change Management, Finance Process &..., Leadership
Education
The Institute of Chartered Accountants of India 1989 — 1992
Chartered Accountant, Accounting and Finance
Presidency College, Calcutta, India
Bachelor of Science (B.Sc.)
Don Bosco School, Calcutta, India
Capital One August 2014 - Present
Capital One May 2012 - July 2014
HSBC December 2009 - April 2012
HSBC North America 2002 - 2012
HSBC Card Services May 2008 - May 2010
HSBC Card & Retail Services November 2006 - May 2008
HSBC Business Solutions July 2003 - November 2006
HSBC Retail Services March 2002 - June 2003
goReader 2000 - 2002
Accenture 1998 - 1999
Skills
Credit Cards, Strategic Partnerships, New Business Development, Profit & Loss Management, Sales Management, Marketing Strategy, Income Statement, Business Strategy, P&L Management, Analytics, Business Analysis, Business Development, Cards, Executive Management, Financial Services, Marketing, Portfolio Management, Product Management, Segmentation, Strategy
Education
University of Michigan 1992 — 1994
MS, Engineering
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Business Administration and Management, General
University of Michigan 1988 — 1992
BS, Engineering
HSBC Bank USA, N.A. June 2012 - Present
HSBC North America July 2008 - June 2012
HSBC Card Services February 2007 - July 2008
HSBC Card Services February 2005 - February 2007
HSBC Card Services October 2002 - February 2005
HSBC Card Services April 2002 - October 2002
HSBC Card Services September 2001 - April 2002
Coca-Cola Enterprises, Inc. June 1996 - September 2001
Skills
Employee Relations, Performance Management, Talent Management, Strategic Planning, Recruiting, Change Management, Organizational..., Human Resources, Coaching, Project Management, Team Building, Talent Acquisition, Microsoft Office, Customer Service, Leadership Development, Leadership, Succession Planning, Executive Coaching, Deferred Compensation, Management, Benefits Administration, Personnel Management, Employee Engagement, Process Improvement, Onboarding, HR Consulting
Education
University of Oregon 1981 — 1984
Bachelor of Science, Rhetoric and Communications
Keller Williams Realty May 2015 - Present
ALAW - Albertelli Law/Oversite Data Services October 2012 - May 2015
ALAW - Albertelli Law/PREO June 2010 - October 2012
HSBC Mortgage Services December 2006 - June 2010
HSBC North America February 2005 - December 2009
HSBC Card Services November 1996 - February 2005
Skills
Process Improvement, Risk Management, Business Analysis
Education
University of Nevada-Las Vegas
Mack and Associates July 2012 - Present
Chamberlain College of Nursing November 2009 - July 2012
HSBC North America November 2005 - March 2009
Skills
Marketing, Salesforce.com, Sales, Sales Presentations, Leadership, Motivational Speaking, Motivation, Organization, Interpersonal..., Communication Skills, Presentation Development, Oracle Applications, Recruiting, Interviews, Temporary Placement, Human Resources, Public Speaking, Networking, Resume Writing, Applicant Tracking..., Account Management, Administrative..., Training, Cold Calling, Social Networking, Time Management, Building Relationships, Talent Acquisition, Staffing Services, Employee Relations, Onboarding, Sourcing, Hiring, Microsoft Office, Customer Service, Social Media
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communication
Capco February 2014 - March 2015
HSBC North America May 2003 - February 2014
PaySys International (an FDI company) May 1995 - December 2002
CCS/PaySys May 1993 - December 2002
Banco Popular de Puerto Rico September 1974 - January 1982
Skills
VisionPlus Certified..., Visionplus Senior..., VisionPlus Subject..., Credit Cards SME, Software Project..., Requirements Analysis, VisionPLUS, Business Analysis, Full SDLC, Card Processing..., Payment Cards, Incident Management, Incident Analysis, Defect Tracking and..., Credit Cards, Professional Services, Defect Tracking, Requirements Gathering, Incident Handling, Project Management, Program Management, Risk Management, Project Portfolio..., Project Delivery, User Acceptance Testing, Vendor Management, Training, Software Documentation, Stakeholder Management, SDLC, Change Management, Testing, Business Requirements, Resource Management, Cards, Visio, Gap Analysis, Mainframe, Business Process..., Systems Analysis, Offshoring, Business Process
Education
The George Washington University
PMP Coursework, Project Management
University of Puerto Rico
SunTrust March 2015 - Present
HSBC Holdings November 2013 - March 2015
HSBC North America June 2012 - October 2013
HSBC January 2012 - August 2012
Wells Fargo Advisors January 2010 - January 2012
Wachovia Securities June 2007 - December 2009
Wachovia Bank, N.A. April 2001 - May 2007
Wachovia Bank, N.A. January 1999 - March 2001
Skills
IT Strategy, Risk Management, Banking, Capital Markets, Strategy, Process Improvement, Investment Banking, Financial Services, Leadership, Finance, Program Management, Vendor Management, Business Process, Securities, Portfolio Management, Wealth Management, Fixed Income, Mergers & Acquisitions, CRM, Governance, Credit Risk, Management, Integration, Cash Management, Operational Risk..., Loans
Education
Old Dominion University - College of Business and Public Administration 1981 — 1984
Bachelor of Science, Management Information Systems
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor of Arts, Physical Geography
Capital One July 2013 - September 2015
HSBC North America 2008 - June 2013
HSBC June 2005 - October 2008
HSBC 2004 - 2005
Intuit 2002 - 2003
First USA 1999 - 2002
GE Capital Card Services (now operating as GE Money) 1991 - 1999
Skills
Change Management, Human Resources, Process Improvement, Employee Relations, Recruiting, Management, Strategy, Training, Talent Management, Succession Planning, Personnel Management, CRM, HR Policies, Team Building, Leadership, Vendor Management, Performance Management
Education
University of Cincinnati
BA, Personnel and Industrial Relations
University of Cincinnati
Bachelor of Arts (B.A.), Personnel and Industrial Relations
Sears Holdings Corporation July 2012 - Present
HSBC January 2010 - Present
HSBC North America 2009 - Present
HSBC January 2007 - December 2009
Sears Credit March 1999 - March 2003
AT&T Universal Card May 1990 - April 1999
Skills
Credit, Financial Risk, Strategy, Management, Team Building, Credit Cards, Financial Analysis, Portfolio Management, Process Improvement, Risk Management, Retail Banking, Forecasting, Credit Scoring, Credit Risk, Mergers & Acquisitions, Underwriting, Analytics, Payments, Credit Analysis, Banking, Business Analysis, Call Centers, Loans, Fraud, Customer Service, Financial Services, Finance, SDLC, Change Management, Business Strategy, Relationship Management, Financial Modeling, Leadership, Product Management, Operations Management, Vendor Management
Education
Seton Hall University 1981 — 1983
Owens Community College September 2015 - Present
Bowling Green State University July 2009 - October 2014
Bowling Green State University January 2008 - July 2009
Sky Bank June 2006 - September 2007
HSBC - North America November 1999 - February 2006
Household Retail Services March 1999 - November 1999
Beneficial National Bank October 1997 - March 1999
Love Creek Productions, NY, NY 1995 - 1997
Self-employed 1995 - 1997
Actor's Company Theatre NY (New York, NY) 1995 - 1996
Skills
Higher Education, Student Affairs, Volunteer Management, Student Development, Grant Writing, Student Engagement, Community Outreach, Research, Program Evaluation, Program Development, Staff Development, Social Media, Public Speaking, Personal Budgeting, Credit Cards, Credit Reports, Student Counseling, On-camera, Acting, Time Management, Organization Skills, Student Loans, Student Financial Aid
Education
University of Delaware
M.Ed., College Counseling & Student Personnel Administration
The Johns Hopkins University
none, Applied Behavioral Counseling - Master's Program
University of Delaware
B.A.A.S., English Literature
St. Mark's High School
Chieftonian Consulting October 2013 - Present
Emtec Inc. (Formerly Emerging Solutions) February 2006 - September 2013
Independent Consulting July 2002 - February 2006
Northern Trust November 2005 - January 2006
HSBC North America April 2004 - November 2004
Manitowoc Company August 2002 - July 2003
PeopleSoft Consulting February 1997 - June 2002
Payless ShoeSource March 2000 - July 2001
Pharmacia & Upjohn February 1999 - February 2000
Sears, Roebuck and Co. November 1997 - January 1999
Skills
PeopleSoft, PeopleTools, Business Process..., ERP, Requirements Analysis, Crystal Reports, Business Process, Payroll, HRIS, Human Capital Management, SQL, Project Planning, Compensation, Budgets, COBOL, Business Process..., PeopleSoft HCM 9.1, Consulting, SharePoint, SQR, SDLC, Personnel Management, Process Improvement, Financials, Business Intelligence
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Accounting
Optima Solutions April 2007 - Present
HSBC North America April 2005 - April 2007
Allnet, Inc. August 2004 - February 2005
ENTACT Associates LLC March 2001 - August 2004
Bang & Olufsen America April 1980 - August 2000
Bang & Olufsen 1980 - 2000
Education
Roosevelt University 1992 — 2000
BS, Accounting
HSBC Technologies & Services (USA) Inc. July 2010 - Present
HSBC North America January 2005 - July 2010
Zurich North America 2003 - 2005
Zurich Financial Services 2000 - 2002
Skills
Vendor Management, Risk Management, Negotiation, IT Management, Contract Negotiation, Program Management, Banking, Compliance, Governance, Risk, Security, Outsourcing, Process Improvement, Team Leadership, Vendor Relations, IT Strategy, Change Management, Customer Relations, Budgeting, IT Governance, Disaster Recovery, IT Service Management, Risk Mitigation, Operations Management, Supplier Management, Team Management, Supply Chain Management, Contract Negotiations, Supply Management, Budgets, Financial Risk, Customer Service, Integration, ITIL, Business Process..., Business Analysis, SDLC, Leadership
Education
Roosevelt University 1997 — 2000
Bachelor of Science, Computer Science
C-SYI 2006 - Present
C-SYI 2006 - Present
C-SYI 2005 - Present
C-SYI 2005 - Present
HSBC 2003 - 2006
HSBC North America 1999 - 2005
Nike May 1990 - June 1999
Unisys 1984 - 1990
Skills
Performance Management, Leadership Development, Coaching, Staff Development, Employee Engagement, Change Management, Executive Coaching, Training Delivery, Onboarding, Talent Management, Organizational..., Instructional Design, Training, Strategy, Succession Planning, Employee Relations, Team Building, Call Centers, Leadership, Public Speaking, Workshop Facilitation, Management Consulting, Employee Training, Performance Improvement, Management Development, Personal Development, Organizational..., Culture Change, Emotional Intelligence, Organizational Design, 360 Feedback, Career Development, Learning Management, Needs Analysis, Conflict Resolution, Blended Learning, Consulting, Business Coaching, Personnel Management, Interviews, Instructor-led Training, E-Learning, Human Resources, Learning Management..., Talent Acquisition, Resume Writing, Program Management, Business Process...
Education
Syracuse University 1970 — 1972
MBA
Portland State University
Training & Development Certificate
Chicago Public Schools February 2014 - Present
Grainger International, Inc. December 2011 - 2013
W.W. Grainger January 2010 - December 2011
Robert Morris University January 2009 - January 2010
HSBC NORTH AMERICA October 2006 - January 2009
HSBC August 2005 - October 2006
NEEDHAM CHANNEL NEWS (NCN) July 2003 - August 2005
American Century Investments June 1991 - May 2003
Skills
Leadership Development, Strategy, Strategic Planning, Management, Training, Sales Operations, Leadership, Program Management, Team Building, Budgets, Product Management, Sales, Coaching, Sales Management
Education
Rockhurst University
MBA, Management/Finance
Central Missouri State University
BSBA, Accounting
Connecticut School of Broadcasting
Certificate, Radio & Television Broadcasting
Bank of America 2005 - Present
HSBC North America 2002 - 2005
Skills
Corporate Governance, Risk Management, Securities, AML, Contract Negotiation, Team Leadership, Organizational Structure, Legal Compliance, Regulatory Requirements, Quality Control, Information Management
Education
University of Richmond School of Law 1990 — 1993
JD, Law
Syracuse University 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Marketing and Advertising
HSBC, North America 2007 - Present
HSBC Mortgage Services January 2006 - Present
HSBC 2006 - Present
John Hancock 1999 - 2005
CGI 1997 - 2005
CGI Information Systems 1996 - 2005
Education
University of South Florida 2003 — 2006
University of South Florida 2003 — 2005
MBA, MIS, Management
Holy Angels
University of Kerala
HSBC Bank Canada August 2012 - Present
HSBC February 2011 - August 2012
HSBC September 2009 - February 2011
HSBC October 2008 - September 2009
HSBC Bank Canada July 2007 - October 2008
HSBC North America June 2006 - July 2007
HSBC North America June 2004 - June 2006
HSBC North America June 2000 - June 2004
Household International June 1997 - June 2000
Jenner & Block August 1995 - June 1997
Skills
Human Resources, Change Management, Leadership Development, Performance Management, Process Improvement, Project Management, Strategic Planning, Leadership, Team Building, Training, Coaching, Organizational..., Employee Engagement, Strategy, Program Management, Succession Planning, Team Leadership, Relationship Management, Talent Management, Vendor Management, Management, Staff Development, Talent Acquisition, Employee Relations, Recruiting
Education
University of Illinois at Chicago 1998 — 1999
MA, International Relations
United States Military Academy at West Point 1986 — 1990
B.S., International Relations
HSBC North America 2011 - Present
HSBC May 1997 - January 2011
Skills
Payroll, Performance Management, Vendor Management, Human Resources, Change Management, Employee Engagement, HR Transformation, SDLC, Organizational..., Microsoft Excel, Call Centers, Employee Relations, PeopleSoft, Customer Service, Business Analysis, Recruiting, Onboarding, Talent Acquisition, Talent Management, Strategic Planning, Process Improvement, Benefits Administration, HRIS, Management, Employee Benefits, Deferred Compensation, Business Process..., Leadership, Analysis, Risk Management, CRM, Incentive Programs, Time Management, Project Management, Strategy, Lotus Notes, Requirements Gathering, Applicant Tracking..., HR Consulting, HR Policies, Personnel Management, Succession Planning, Training
Education
Triton-College 1997 — 1999
Property Casualty Insurers Association of America January 2012 - Present
PCI December 2009 - December 2011
Consultant July 2009 - December 2009
HSBC-North America July 2007 - July 2009
HSBC-North America December 1999 - July 2007
Texas Association of Business 1997 - 1999
Republican Party of Texas May 1995 - September 1997
Skills
Public Relations, Project Management, Public Affairs, Public Policy, Strategic Communications, Political Campaigns, Politics, Legislative Relations, Media Relations, Legislation, Grassroots Organizing, Fundraising, Leadership, Government, Strategy, Public Speaking
Education
The University of Texas at Austin 1991 — 1995
BS, Speech Communication
CrossCheck Compliance LLC August 2009 - Present
Goldman Sachs March 2007 - August 2008
HSBC North America January 1998 - December 2005
HFC October 1971 - December 1997
Skills
Fraud, Compliance, Fraud Prevention, Mortgage, Investigation, Management, Loans, Mortgage Lending, Mortgage Banking, Management Consulting, Financial Risk, Due Diligence, Banking, Credit Risk, Mergers & Acquisitions, Credit, Risk Management, Underwriting, Credit Analysis, Portfolio Management
Education
Stanford University 1967 — 1971
BA, Economics
Discover Financial Services 2010 - Present
Melaleuca May 2009 - September 2010
HSBC - North America 2005 - 2007
HSBC North America 2000 - 2004
The Bradford Group February 1997 - February 1998
The Bradford Group February 1996 - January 1997
The Bradford Group February 1994 - January 1996
The Bradford Exchange 1991 - 1993
Education
Management Information & Technology Solutions 2010 — 2010
University of Delaware 1983 — 1987
BSBA, Marketing
HSBC North America May 2008 - Present
HSBC October 2002 - April 2008
HSBC North America July 1998 - August 2000
Education
The College of New Jersey
Wells Fargo March 2014 - Present
Barclays February 2012 - March 2014
Discover Financial Services May 2008 - February 2012
Discover Financial Services May 2007 - April 2008
HSBC - North America July 2006 - April 2007
HSBC - North America July 2003 - June 2006
HSBC - North America July 2001 - June 2003
Skills
Credit Risk, Risk Management, Analytics, Financial Risk, Credit, Segmentation, Underwriting, Forecasting, CRM, Loans, SAS, Statistical Modeling
Education
University of Southern California 1999 — 2001
M.S, Statistics
Tianjin University
B.S, Applied Mathematics
AC Event Services March 2011 - July 2013
HSBC North America February 2005 - August 2010
The National Conference for Community and Justice (NCCJ) June 2001 - January 2005
Bill Bradley for President July 1999 - March 2000
Skills
Corporate Events, Event Management, Corporate Communications, Event Planning, Finance, Fundraising, Management, Marketing, Marketing Communications, Public Relations, Marketing Strategy, Strategy, Strategic Communications, Social Media Marketing, Social Media, Direct Marketing, Relationship Management, Budgets
Education
Salve Regina University
Bachelor of Arts, Political Science
Capital One October 2010 - Present
HSBC North America August 2009 - October 2010
HSH Nordbank 2004 - 2008
Calyon 1998 - 2004
National Australia Group 1997 - 1998
The CIT Group 1994 - 1997
Skills
Credit, Commercial Banking, Leveraged Finance, Mezzanine, Structured Finance, Credit Analysis, Financial Structuring, Capital Markets, Construction Loans, Risk Management, Due Diligence, Real Estate, Investments, Asset Management, Commercial Lending, Financial Analysis, Banking, Loan Origination, Real Estate Economics, Portfolio Management, Valuation, Commercial Real Estate
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1997
MBA, Finance
HSBC North America October 1997 - March 2015
YWCA of Metropolitan Chicago 2005 - 2010
Alexander Hamilton Life Insurance Company 1990 - 1995
Skills
Financial Analysis, Strategic Planning, Non-profits, Leadership, Loans, Leadership Development, Portfolio Management, Credit, Public Speaking, Financial Services, Risk Management, Organizational..., Team Building, Event Planning, Banking, Change Management, Corporate Social..., Financial Risk, Strategy, Performance Management, Relationship Management, Fundraising, Process Improvement, Program Management, Nonprofits
Education
University of Illinois at Chicago
BA
University of Michigan-Dearborn
Business Administration
Citizens Bank July 2009 - Present
HSBC North America 1989 - December 2009
Skills
Sales Management, Management, Sales, CRM
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
BA, Business Administration
HSBC North America June 2015 - Present
Macquarie Group October 2014 - June 2015
BNY Mellon May 2012 - October 2014
Tokio Marine Group December 2004 - June 2012
Capital One Financial Corporation February 2004 - December 2004
Deloitte & Touche August 2002 - February 2004
Skills
Cpa, Cfa, Certified Public..., Chartered Financial..., MBA Finance, Economic Capital, ERM, COSO, COSO II, GAAP, US GAAP, FAS 133, IFRS, Enterprise Risk..., CPA, Internal Audit, Auditing, Risk Management, Risk Assessment, Internal Controls, Capital Markets, Banking, Financial Risk, Finance, Insurance, Operational Risk, Sarbanes-Oxley Act, Financial Analysis, Management, Financial Services, Financial Modeling, Accounting, Operational Risk...
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance/Accounting, 3.97
Shanghai University 1994 — 1997
B.A., Int'l business
First National Bank of Santa Fe 2010 - Present
The Albuquerque Hispano Chamber of Commerce January 2012 - April 2015
HSBC North America 2003 - 2009
Household International 1995 - 2003
Skills
Team Leadership, Sales Management, Risk Management, Commercial Insurance, Mortgage Banking, Consumer Lending, Cross-functional Team..., Consultative Selling, Strategic Planning, Loans, Recruiting, Banking, Underwriting, Leadership, Mortgage Lending, Selling, Strategy, Team Building, Financial Services, Business Planning, Insurance, Financial Risk, Sales, Business Strategy, Negotiation, Credit, Budgets, Financial Analysis, Coaching, Finance, Relationship Management, Performance Management, Portfolio Management, Credit Risk, Investments, Commercial Banking, Cross Selling, Credit Analysis, Commercial Lending, Loan Origination, Financial Modeling, Executive Management, Strategic Financial..., Wealth Management, Small Business, Mutual Funds, Retirement Planning, Mergers & Acquisitions, Mortgage Servicing, Training
Education
Texas Tech University - Rawls College of Business
BBA, Finance
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Federal Reserve Bank of Chicago July 2014 - Present
BMO Harris Bank March 2012 - July 2014
Authorizations, Discover Financial Services LLC January 2008 - March 2012
HSBC North America August 2004 - January 2008
Consumer lending, HSBC North America March 2003 - July 2004
United Airlines August 1998 - March 2003
Skills
Wholesale and retail..., Model Validation and..., Basel II, Predictive Modeling, Loss Forecasting, Authorization Strategy, Collection Analytics, Fraud Analytics
Education
University of Louisiana at Lafayette 1994 — 1998
Ph. D., Applied Math
Shandong Normal University, PRC
MS, Applied Mathematics
Shandong Normal University, PRC
B.S, Mathematics
HSBC, North America July 2005 - Present
Katten Muchin Rosenman LLP (Formerly KMZ Rosenman, Underwood Kinsey Warren & Tucker) July 1991 - July 2005
Education
University of South Carolina School of Law 1988 — 1991
Juris Doctor
Washington and Lee University 1980 — 1984
BA, Political Science / Economics
PNC Financial Services Group, Inc. September 2013 - Present
HSBC North America November 2012 - February 2013
CF Funding July 2012 - November 2012
Fitch Ratings October 2001 - April 2010
Office of the Comptroller of the Currency June 1993 - October 2001
Household Mortgage Services November 1992 - June 1993
Skills
Mergers & Acquisitions, Budgets, Fixed Income, Internal Controls, Nonprofits, Loans, Strategic Planning, Mergers, Team Building, Management, Project Management, Training, Finance, Executive Management, Analysis, Policy, Coaching, Financial Modeling, Financial Risk, Auditing, Insurance, Banking, Corporate Finance, Management Consulting, Government, Business Planning, Financial Analysis, Strategy, Credit Analysis, Due Diligence, Credit, Securities, Portfolio Management, Risk Management, Leadership, Process Improvement, Financial Institutions, Time Management
Education
University of Illinois at Urbana-Champaign 1988 — 1992
B.A., Economics and Finance
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (BA), Economics and Finance
Stepan Company June 2013 - October 2013
Randstad December 2012 - June 2013
Wolters Kluwer (Contracted by Randstad) June 2011 - November 2012
HSBC North America June 1997 - August 2008
Dean Witter Discover & Co. October 1991 - May 1997
Skills
Typing Speed 80 wpm, Microsoft Office 2003, Outlook, Lotus Notes, Internet Explorer, Microsoft Excel, PowerPoint, Tymetrix 360, AS400 system, Concur, Egencia, Infokeeper, HAL, Wordperfect, Management, Access, Administrative..., Event Planning, hQue
Education
Triton College 1989 — 1990
Business Administration and Management, General
Mother Theodore Guerin
Currently Unemployed September 2013 - Present
Hospira February 2013 - September 2013
Hospira June 2012 - February 2013
Kelly Services March 2012 - June 2012
HSBC - North America July 2008 - December 2011
HSBC - North America July 2007 - July 2008
HSBC - North America November 2004 - July 2007
HSBC - North America January 2004 - November 2004
HSBC - North America January 2000 - January 2004
HSBC (Household Finance Corporation) January 1996 - January 2000
Skills
Lotus Notes, Sametime, RightFax, Microsoft Office, Access, Human Resources, Time Management, PeopleSoft, Internal Communications, Databases, Sales Operations, Nonprofits, Community Outreach, Testing, Process Improvement, Logistics, Vendor Management, Spreadsheets, Administrative..., Inventory Management, Finance, Office Administration, Office Management, Telephone Skills
Education
Robert Morris College 1979 — 1980
Associate Degree, Secretarial
Barclaycard June 2011 - Present
JPMorgan Chase September 2008 - June 2011
HSBC North America August 2006 - August 2008
University of South Carolina August 2004 - May 2006
Education
University of South Carolina-Columbia 2004 — 2006
Master of Science, Statistics & Finance
University of Mumbai 2002 — 2004
Master of Science, Statistics
University of Mumbai 1998 — 2002
Bachelor of Science, Statistics
First Data Corporation September 2011 - Present
HSBC NORTH AMERICA November 2006 - April 2011
JPMORGAN CHASE CARDMEMBER SERVICES January 2005 - November 2006
JPMORGAN CHASE CARDMEMBER SERVICES November 2002 - January 2005
HOSPITAL BILLING AND COLLECTION SERVICES February 2001 - September 2002
VERSALIGN, INC June 2000 - January 2001
MBNA AMERICA September 1988 - June 2000
Education
Wilmington University 2006 — 2011
Accounting
University of Delaware
William Penn High School
American Specialty Health November 2012 - June 2013
Cirque Du Soleil- Adecco April 2012 - June 2012
Inspyre Solutions Inc. October 2011 - January 2012
Appaiser Loft July 2011 - October 2011
24 Hour Fitness March 2010 - March 2011
HSBC North America January 2008 - September 2009
Skills
Fitness
Education
San Diego Mesa College 2012 — 2016
HSBC North America February 2006 - Present
HSBC North America July 2000 - February 2006
HSBC North America September 1998 - July 2000
Skills
Certified Public..., CPA, PeopleSoft, Account Reconciliation, Financial Statements, Corporate Finance, Accounting
Education
Saint Xavier University 1990 — 1993
Bachelor of Arts (BA), Accounting