HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
BASF June 2014 - August 2014
HSBC June 2012 - August 2012
Skills
Industrial Design, Graphic Design, Product Design, Concept Development, Design Thinking, Concept Design, CAD, Design Strategy, User Experience, User Interface Design, Information Architecture, Rapid Prototyping, CAE, Illustrator, Photoshop
Education
Harvard University Graduate School of Design 2015 — 2017
Design Computation
University of Illinois at Urbana-Champaign 2010 — 2015
Industrial Design, Material Science
sir william mulock
MPUSD August 2014 - Present
Monterey Peninsula Unified School District January 2013 - Present
Monterey Peninsula Unified School District August 2011 - Present
HSBC 2005 - 2006
HSBC Card Services 2002 - 2005
Skills
Recruiting, Conflict Resolution, Coaching, Leave of Absence, FMLA, Open Enrollment, Public Speaking, New Hire Orientations, Job Fairs, Employment Law..., Labor Relations, Deferred Compensation, HRIS, Employee Relations, Employee Training, Human Resources, Resume Writing, HR Policies, Collective Bargaining, Event Planning, EEO, Career Development, I-9 Compliance, Applicant Tracking..., PowerPoint, Interviews, Microsoft Word, Interview Preparation, Research, HRIS Database Management, Job Descriptions, K-12, Hiring, Personnel Management, Employee Orientations, EEOC, Microsoft Excel
Education
National University 2013 — 2014
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Hartnell College 1999 — 2001
Associate of Arts (AA), General Studies
The Boston Consulting Group June 2015 - August 2015
The Economist Intelligence Unit (The EIU) June 2014 - August 2014
Centro de Estudios de Desarrollo Económico (CEDE), Universidad de los Andes August 2010 - June 2013
Universidad de los Andes, Economics Department August 2008 - June 2013
Fundación para la Educación Superior y el Desarrollo (Fedesarrollo) July 2009 - August 2010
HSBC January 2009 - July 2009
CMA Conocimiento June 2008 - August 2008
Skills
Stata, Economics, Microeconomics, Research, Development Economics, Policy, LaTeX, Conflict Economics, Economic Development, Statistical Data..., Econometrics, Public Policy, International...
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Harris School of Public Policy at the University of Chicago 2013 — 2016
Master in Public Policy, Public Policy Analysis
Universidad de Los Andes 2009 — 2011
M.A. in Economics, Economics
Universidad de Los Andes 2005 — 2009
B.A. in Economics (Cum Laude), Economics
Marymount 1993 — 2005
Baccalaureate
Rallyware May 2012 - Present
L.E.K. Consulting 2010 - October 2012
Abris Capital Partners 2009 - 2009
International Council of Institutional Investors 2006 - 2009
UNIDO May 2008 - July 2008
HSBC 2005 - 2006
Skills
Growth Strategies, International Business..., Stakeholder Management, Structured Finance, Emerging Markets, Management, Financial Markets, Bloomberg, Financial Modeling, Project Management, Entrepreneurship, Social Media, International Relations, SaaS, CRM, Leadership, Business Strategy, Management Consulting, Due Diligence, Analytics, Mergers & Acquisitions, Venture Capital, Analysis, Start-ups, Business Development, Market Entry, Private Equity, Consulting, Corporate Development, Executive Management, Strategic Consulting, Strategic Planning, Risk Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
Harvard University Kennedy School of Government 2007 — 2010
MPA
University of California, Berkeley 2000 — 2002
BS, Electrical Engineering and Computer Science
University of California, Berkeley 2000 — 2002
BA, Applied Mathematics
Capital One July 2005 - Present
HSBC January 1999 - April 2005
Household Finance September 1996 - March 1999
Skills
MS Outlook, Microsoft Office
Education
Alisal High School
Hartnell College
Clerical Certificate
Fifth Third Bank 2013 - Present
HSBC September 2005 - November 2008
Education
Harrison College
Accounting
Trumaker January 2015 - Present
Capital One May 2012 - April 2013
HSBC December 2003 - May 2012
Skills
Customer Interaction, Clerical Skills, Financial Accounting, Account Reconciliation, Financial Reporting, Aging Reports, General Ledger, Vendor Finance, Accounts Receivable, Financial Analysis, Microsoft Office 2007, QuickBooks, Bookkeeping, Analysis, Financial Statements, Journal Entries, Finance, Accounting, Internal Audit, Microsoft Office
Education
Hartnell College
Digital Communication and Media/Multimedia
Combine-X Holdings, LLC February 2013 - Present
Resolve Holdings, LLC September 2006 - December 2012
Garman Hill & Company, LLC May 2003 - August 2005
HSBC 2001 - 2003
Fillmore Mercantile, Inc. 1985 - 2001
Robinson, Lake, Lerer & Montgomery 1988 - 1988
Skills
Public Speaking, Research, Nonprofits, Entrepreneurship, Editing, Community Outreach, Teaching, Public Relations, Strategic Planning, Futurism, Superfoods, Agriculture, Tour Management, Portfolio Management, Film Production, Merchant Banking
Education
Center for Justice and Peacebuilding
MA Conflict Transformation, Psychosocial Trauma
Haverford College
Bachelor of Arts (B.A.), Philosophy
World Bank Group August 2014 - Present
Harvard University January 2013 - December 2013
MiMoni Latin America 2013 - 2013
Frontier Investments Group May 2012 - July 2012
Lok Capital November 2010 - December 2011
HSBC September 2007 - January 2008
Deutsche Bank June 2006 - August 2007
Skills
Valuation, Financial Services, Microfinance, Impact Investing, Financial Inclusion, Social Enterprise, Private Equity, Investment Banking, Mergers, Investments, Financial Modeling, Corporate Finance, Venture Capital, Economics, Portfolio Management, Emerging Markets, Financial Advisory, Due Diligence, Strategy, Macroeconomics, Mergers & Acquisitions
Education
Harvard Kennedy School of Government 2012 — 2014
Master of Public Administration (MPA)
Indian Institute of Management, Bangalore 2008 — 2010
MBA, Management
London School of Economics and Political Science 2003 — 2006
BSc, Economics (Honours)
Nordstrom September 2012 - Present
Capital One August 2010 - September 2012
Insurance.com January 2009 - February 2010
HSBC October 2006 - January 2009
Chicago Strategy Associates March 2006 - September 2006
US Peace Corps September 2003 - November 2005
Business.com February 2002 - September 2003
BizRate.com 1999 - 2002
Shopzilla 1999 - 2001
Skills
Analytics, Strategy, Competitive Analysis, Marketing Strategy, E-commerce
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA
Haverford College 1989 — 1993
B.A.
Norristown Area High School 1985 — 1989
Capital One September 2001 - October 2013
HSBC August 1997 - September 2001
Household International January 1997 - April 1997
Skills
Project Management, Decision Making, Inventory/Relationship..., Reporting, Analysis, Department Budegting..., Bilingual, Employee Training, Process Improvement, Risk Management, Strategic Planning, Coaching, Project Planning, Time Management, Management, Call Centers, Customer Service, Vendor Management, Performance Management, Accounting
Education
Hartnell College
Stericycle September 2014 - Present
Capital One May 2012 - Present
HSBC March 2000 - June 2009
Skills
Project Management, Efficient Deception..., Microsoft Office, Outlook, Accounting, CRM, Analytics, Customer Service, Fraud, Interviews, Software Documentation, Training
Education
Heald College
Associate of Arts and Sciences (A.A.S.)
Ondra Partners April 2015 - Present
Macrocure 2014 - Present
Community-Word Project 2005 - Present
Rocket Science 2014 - 2015
Vision Sciences 2008 - 2012
HSBC 2005 - 2008
Bear Stearns 2000 - 2005
SG Cowen 1997 - 2000
Furman Selz Inc 1995 - 1997
Goldman Sachs 1994 - 1994
Skills
Investor Relations, Mergers, Strategic Planning, Business Development, Finance, Medical Devices, Lifesciences, Business Planning, Strategy, Fundraising, Accounting, Financial Modeling, Process Improvement, Capital Markets, Investments, Management, Executive Management, Management Consulting, Competitive Analysis, Program Management, Start-ups, Valuation, SEC filings, Corporate Finance, Corporate Development, Private Equity, Financial Analysis, Entrepreneurship, Cross-functional Team..., Healthcare, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Budgets, Leadership, Acquisition Integration, IPO, Venture Capital, Restructuring, Emerging Markets, Private Placements, M&A experience, Capital Raising, Acquisitions, Managerial Finance, Angel Investing, Divestitures, Venture Financing, LBO
Education
Harvard Business School
MBA, Business
Williams College
BA, History
Gartner February 2013 - Present
KeyBank July 2012 - December 2012
HSBC January 2011 - July 2012
Paychex September 2009 - January 2011
Paychex June 2008 - September 2009
Skills
Customer Service, Sales, Microsoft Excel, Cold Calling, Management, Leadership, Financial Analysis, Banking, Customer Retention, Business Strategy, Analysis, Account Management, Team Leadership, Sales Process, Team Building
Education
Saint John Fisher College 2010 — 2012
MBA, General Management
Hartwick College 2004 — 2008
BA, Management
Law Office of Neil H. Good January 2007 - Present
Zyalstra Harley Davidson 2006 - 2007
HSBC 2005 - 2005
Law Firm of Wendy R. Morgan 2003 - 2005
Des Plaines Honda 2002 - 2002
Skills
Timeslips, Lexis, Social Security..., Domestic Relations, Needles, Time Matters, Quicken, Windows 7, Hearings, Westlaw
Education
Harper College 2008 — 2009
Japanese and German & Paralegal
Rolling Meadows Highschool 2001 — 2002
Glenbrook South Highschool 1999 — 2001
Sotheby's International Realty July 2004 - Present
Salinas Californian October 2001 - May 2004
HSBC January 1999 - April 2000
Longs Drugs September 1997 - January 1999
Skills
Real Estate, Marketing, Luxury, Relocation, Customer Service, Residential Homes, Real Estate Transactions, Sellers, Short Sales, Marketing Strategy, Investment Properties, Social Media Marketing, Single Family Homes, Social Networking, Property Management, Negotiation, Condos, Referrals, Advertising, Move Up Buyers, Selling, Social Media, Microsoft Office, Buyer Representation, Leadership, First Time Home Buyers, Listings, Home Staging
Education
Heald College 1999 — 2001
Associate in Applied Science, Computer Business Administration
Bank of America February 2011 - Present
HSBC March 2007 - February 2011
Computer Task Group October 2005 - March 2007
Chevron July 2003 - October 2005
IBM April 1999 - July 2003
Education
Harvard Business School 1995 — 1997
Master of Computer Applications (MCA)
Lazard 2013 - Present
Olam International December 2012 - January 2013
Harvard Business School 2011 - 2013
Lazard June 2012 - August 2012
aidha Ltd 2010 - 2011
Singapore Economic Development Board (EDB) 2008 - 2011
HSBC May 2007 - July 2007
Yahoo! Software Development India Pvt Ltd June 2006 - August 2006
FaceTime Communications Inc July 2005 - June 2006
Skills
Global Business..., Corporate Finance, Negotiation, Agribusiness, Management, Mergers & Acquisitions, Financial Modeling, Economics, Emerging Markets
Education
Harvard Business School 2011 — 2013
MBA
CFA Institute 2008 — 2010
CFA charter
National University of Singapore 2003 — 2008
Bachelor of Engineering
Stanford University 2005 — 2006
Corpus Christi High School (Pallikoodam), Kerala , India 1990 — 2003
Indian School Certificate (ISC) and Indian Certificate of Secondary Education (ICSE)
Private Banking - Laurentian Bank May 2012 - Present
HSBC August 2011 - May 2012
ScotiaMcLeod September 2008 - September 2011
Bank of Montreal September 2005 - September 2008
SJJ Capital September 2002 - September 2005
Aventis Technologies 2000 - 2002
Rogers Communications 1998 - 2000
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Investment Strategies, Financial Services, Management, Estate Planning, Securities, Loans, Outstanding..., Creative Financing, Private Banking
Education
Université de Montréal - HEC Montréal 2014 — 2018
Certificate in financial management, Finance and Financial Management Services
Canadian securities institute (CSI) 2003 — 2012
Wealth management, Finance
Commission scolaire Marguerite Bourgeois 1997 — 1998
Professional diploma, Accounting
HSBC November 2014 - Present
International Monetary Fund June 2014 - November 2014
Ministry of Finance (Govt. of India) November 2012 - October 2013
Planning Commission (Govt. of India) November 2010 - October 2012
Goldman Sachs March 2007 - October 2010
Department for International Development, British Government September 2005 - February 2007
Skills
Public Policy, Economics, Research, Econometrics, Macroeconomics, Economic Policy, Economic Research, International Economics
Education
Harvard University, John F. Kennedy School of Government 2013 — 2014
Mason Fellow and Master of Public Administration (MPA), Economics and Public Policy
University of Cambridge 2003 — 2005
MA, Economics
St. Stephen's College, Delhi 2000 — 2003
BA, Economics
La Martiniere for Girls, Calcutta 1990 — 2000
High School
RBC April 2015 - Present
RBC November 2014 - April 2015
TD Canada Trust August 2008 - July 2012
TD Canada Trust October 2006 - August 2008
Armenian Development Bank July 2004 - April 2006
HSBC June 1999 - June 2004
Skills
Financial Advisory, Credit Analysis, Sales Management, Investment Banking, Investment Strategies, Wealth Management, Financial Planning, Mutual Funds, Real Estate Lending, Small Business Lending, Consumer Lending, Banking, International Clients, Customer Service, Strategic Financial..., Business Strategy, Financial Services, Credit, Business Analysis, Finance, Analysis, Insurance, Credit Risk
Education
Université de Montréal - HEC Montréal 2012 — 2013
Master of Business Administration (MBA)
Armenian State University of Economics 1992 — 1997
Bachelor of Economics
Canadian Securities Institute
JPMorgan Chase July 2013 - Present
Goldman Sachs June 2008 - June 2012
Goldman, Sachs & Co June 2008 - February 2012
HSBC August 2005 - May 2008
HSBC Bank August 2005 - May 2008
BNY Mellon November 2002 - January 2005
BANK OF NEW November 2002 - January 2005
J P MORGAN CHASE August 2000 - September 2002
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, FX Options, Options, Securities, Banking, Settlement, Process Improvement, Prime Brokerage, Commodity, Investment Management, Financial Services, Interest Rate Swaps, Credit, Currency, Auditing, Derivatives, Private Equity, Bilingual-English/Spanis...
Education
Harvard University 1999 — 2000
Tecnológico de Monterrey 1993 — 1998
BS, Accounting
Monterrey Institute of Technology and Higher Education, ITESM Mexico (Top Latin America University)
Bachelor of Business Administration, Accounting
Harvard University
Bell January 2013 - Present
Canadian scholarship trust August 2009 - December 2012
HSBC September 2006 - July 2009
Telus Mobility May 2004 - September 2006
Skills
Sales Force..., Inventory Management, Program Management, Sales Management, Management Consulting, Financial Planning, Marketing Strategy, Online Marketing, Product Marketing, Email Marketing, Financial Advisory
Education
HEC Montréal 2007 — 2010
Certificate, Financial Planning and Services
Vanier College 2001 — 2005
College diploma, Business/Commerce, General
Lodestone Advisory Group August 2014 - Present
QIB April 2008 - August 2014
Path Solutions February 2005 - March 2008
Fransabank December 2002 - February 2005
Ernst & Young June 2002 - December 2002
HSBC June 2001 - September 2001
Audi Bank June 2000 - September 2000
Skills
Investment Banking, M&A, Corporate Development, Banking Strategy, Private Equity, Investment Management, Islamic Finance, Banking, Corporate Finance, Investments, Mergers, Mergers & Acquisitions, Valuation, Commercial Banking, Asset Management, Financial Markets, Strategy, Financial Services, Due Diligence, Capital Markets, Financial Modeling, Financial Structuring, Internal Audit, Portfolio Management, Equities, Financial Analysis
Education
Harvard Business School 2013 — 2013
General Management Program
University of Wales 2007 — 2011
MBA
AAOIFI 2006 — 2006
CIPA, Islamic Banking
HCU 1999 — 2002
BBA, Accounting and Finance
HSBC April 2013 - Present
BDC October 2005 - March 2013
BDC April 2004 - January 2005
BDC June 2003 - April 2004
Skills
Public Relations, Banking, Customer Relations, Financial Analysis, Credit, Direct Sales, Coaching
Education
HEC Montréal 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
CÉGEP de l'Outaouais 1995 — 1997
DEC, Pure and applied sciences
Walgreens June 2008 - Present
Nawattaphume International School September 2007 - April 2008
HSBC May 2003 - October 2006
Middle School Attached to Shenzhen Education College July 2002 - May 2003
Education
Illinois State University 2000 — 2003
Bachelor of Business Administration (BBA), International Business
Harper College 1999 — 2000
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
HSBC July 2013 - May 2014
JVB Financial Group, LLC January 2013 - May 2013
G.X. Clarke & CO June 2012 - December 2012
Interoute June 2011 - August 2011
Sterling Stamos August 2010 - September 2010
J.P. Morgan May 2010 - August 2010
Skills
Fixed Income, Capital Markets, Bloomberg Terminal, Financial Analysis, Microsoft Office, Asset Managment, Financial Markets, New Business Development, Securities, Alternative Investments, Trading, Asset Management, Structured Products, Bonds, Banking, Credit, Investment Banking
Education
Haverford College 2008 — 2012
B.A., Economics with Math Concentration
London School of Economics 2010 — 2011
Economics, Finance, Accounting
IES Study Abroad - Tokyo, Japan 2009 — 2009
Yonsei University 2008 — 2008
Lick-Wilmerding 2004 — 2008
San Francisco Conservatory of Music 2000 — 2008
Classical Piano
Fifth Third Bank May 2013 - Present
Fifth Third Bank June 2011 - June 2013
Fifth Third Bank June 2009 - August 2011
Fifth Third Bank June 2006 - June 2009
HSBC March 2000 - February 2006
HSBC February 1995 - 2000
Sallie Mae January 1990 - February 1995
Skills
Strategic Planning, Consumer Lending, Financial Services, Credit Analysis, Financial Analysis, Analysis, Banking, Business Analysis
Education
Indiana Wesleyan University
Master of Science (MS), Business/ Strategic Management
Indiana Wesleyan University
Bachelor's Degree, Business Administration and Management
Villanova University
Master Black Belt Lean SixSigma
Villanova University
Essentials of Project Management
Harvard Business School
Executive Center for Management
Harvard Business School June 2014 - Present
HEC Paris September 2009 - June 2014
Deutsche Bank February 2007 - November 2009
Deutsche Bank July 2006 - February 2007
HSBC March 2005 - September 2005
PriceWaterhouseCoopers September 2004 - March 2005
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Derivatives
Education
HEC Paris 2009 — 2014
Doctor of Philosophy (PhD), Finance, General
HEC School of Management 2002 — 2006
Master, Finance, General
Chato 2000 — 2002
Scotiabank August 2015 - Present
Scotiabank November 2013 - Present
National Bank of Canada April 2008 - November 2013
National Bank of Canada 2005 - 2008
HSBC 2003 - 2005
National Bank of Canada 2000 - 2003
Education
HEC Montréal
Finance
Université du Québec à Montréal
MBA, Finance
Capital One/HSBC 2012 - Present
HSBC 2003 - 2012
Skills
Process Improvement, Customer Service, Credit Cards, Risk Management, Customer Satisfaction, Microsoft Excel, Banking, Time Management, Call Centers, Accounting, Leadership, Credit, Teamwork
Education
Officestar Training 2013 — 2013
Microsoft Office Professional
Hartnell College
General Education Studies
Capital One May 2012 - January 2013
HSBC April 2011 - May 2012
HSBC September 2007 - April 2011
HSBC April 2004 - September 2007
HSBC April 2004 - September 2007
HSBC April 2002 - September 2004
HSBC October 2000 - April 2002
HSBC May 1999 - October 2000
HSBC June 1995 - May 1999
HSBC April 1993 - June 1995
Skills
Process Improvement, Fraud, Leadership, Access, Credit, Communication Skills, Analysis, Teamwork, Credit Cards, Accounting, Accounts Payable, Analytics, Auditing, Banking, Business Analysis, Call Centers, Coaching, Customer Service, Financial Analysis, Financial Risk, Financial Services, Great Motivator, Highly motivated..., Internal Controls, Management, Operational Risk, Payroll, Policy, Professional Mentoring, Risk Assessment, Risk Management, Thought Leadership, Time Management, Training, Troubleshooting, Vendor Management
Education
Heald College 1990 — 1991
Diploma, Business Accounting
High School Graduate 1980 — 1984
Neuberger Berman July 2007 - Present
HSBC July 1997 - November 2006
PwC July 1993 - August 1995
Skills
Philanthropy, Investments, Community Development, Strategic Planning, Alternative Investments, Banking, Corporate Social..., Leadership, Series 7, Securities, Fixed Income, Mutual Funds, Hedge Funds, Portfolio Management, Asset Management
Education
Kennedy School of Government, Harvard University
M.P.P., Urban Economic Development
Wharton School, University of Pennsylvania
B.S. in Economics, Accounting
Morgan Stanley October 2009 - Present
HSBC May 2004 - October 2009
ABN AMRO September 2003 - April 2004
Byte Consulting Inc. January 2001 - August 2003
Prudential Securities August 1995 - November 2000
IBM 1987 - 1989
Skills
Investment Banking, Capital Markets, Structured Finance, Securitization, Structuring, Loan Portfolio Analysis, Financial Structuring, Credit Derivatives, Credit, Funding, Analytics, Portfolio Management, Loans, Fixed Income, Securities, Hedge Funds, Investments, Credit Analysis, Valuation, Financial Services, Trading, ABS, Alternative Investments, Financial Modeling, Derivatives, Quantitative Analytics, Structured Products
Education
University of California, San Diego 1989 — 1995
M.A., advanced to Ph.D. candidacy, Cognitive Science
Harvard University 1983 — 1987
A.B., Computational Neuroscience
Bronx HS of Science 1979 — 1983
BlackRock 2010 - Present
HSBC June 2003 - January 2010
Mercer Management Consulting (now Oliver Wyman) 1990 - 2000
Skills
Analytics, Financial Services, Portfolio Management, Direct Marketing, Strategy, Segmentation, Customer Acquisition, Marketing Analytics, Database Marketing, Competitive Analysis
Education
Harvard Business School 1993 — 1995
MBA, Business
University of Pennsylvania 1986 — 1990
MA & BA, Economics and Regional Science
Wells Fargo Home Mortgage August 2011 - Present
First National Bank February 2011 - June 2011
MORTGAGE INVESTORS OF KNOXVILLE July 2009 - February 2011
HSBC October 1998 - April 2009
Oak Ridge National Laboratory January 1992 - June 1998
Merrill Lynch January 1998 - April 1998
Skills
Banking, Finance, Loans, Leadership, Management, Mortgage Lending, Refinance, USDA, Credit, FHA, Sales
Education
Haslam College of Business at the University of Tennessee 1994 — 1998
Finance
CAE January 2006 - Present
HSBC 1997 - 2006
Skills
Analyse financière, Comptabilité, Reporting financier, Microsoft Excel, Réconciliation bancaire, Taxe de vente, Comptes débiteurs, Comptes fournisseurs, inter-compagnies, Oracle, Baan, Hyperion
Education
HEC Montréal
certificat comptabilité professionnelle
2007 — 2009
Certificat, gestion comptable des organisations
HSBC September 2005 - Present
SabioQ January 2011 - Present
DKR Capital - Convertible Bond Arbitrage October 2001 - May 2005
SWISS RE FINANCIAL PRODUCTS July 1999 - April 2001
AON FINANCIAL PRODUCTS May 1998 - May 1999
DEUTSCHE BANK June 1994 - April 1998
Skills
Risk Management, Portfolio Management, Derivatives, Structured Products, Pricing, International Capital..., Hedge Funds, Business Strategy, Emerging Markets, Capital Markets, Valuation, Fixed Income, Equities, Alternative Investments, Trading, Business Development, Start-ups, Financial Risk, Equity Derivatives, Options, Market Risk, Securities, Bonds, Credit Derivatives, Banking, Structured Finance, FX Options, Interest Rate..., Swaps, Currency, Credit, Economics, Investment Banking, Financial Modeling, Asset Management, Bloomberg, Investments, Financial Markets, Financial Services, Management
Education
HEC School of Management 2009 — 2011
TRIUM Executive MBA, International Business
London School of Economics and Political Science 2009 — 2011
TRIUM Executive MBA
New York University 2009 — 2011
TRIUM Executive MBA, International Business
University of Pennsylvania - The Wharton School 1985 — 1989
B.S., Finance - Wharton School
Stuyvesant High School 1981 — 1985
H.S. Diploma, Math / Science
FACULTY MEMBER OF THE NEW YORK INSTITUTE OF FINANCE
Economics; Finance
Skype June 2013 - October 2013
Skype June 2011 - June 2013
Silver Lake Partners October 2008 - June 2011
Google July 2007 - October 2007
Hotels.com June 2007 - August 2007
HSBC January 2005 - March 2006
Oliver Wyman September 2002 - January 2005
Skills
Marketing Strategy, Product Marketing, Strategic Planning, Market Analysis, Management Consulting, Business Strategy, Segmentation, Competitive Analysis, Cross-functional Team..., Business Planning, Market Research, Multi-media Marketing..., Product Management, Strategy, Private Equity, Agile Methodologies, Consulting, Management, Due Diligence, Mergers & Acquisitions, Marketing, Strategic Partnerships, Start-ups, Entrepreneurship, Business Process..., P&L Management, Business Development, Corporate Development, SaaS, Pricing, Program Management, E-commerce, Executive Management
Education
Stanford University Graduate School of Business
MBA, General Management
Harvard University
BA, Government, magna cum laude
Baker Donelson April 2013 - June 2014
Ogle Gass & Richardson P.C. May 2011 - April 2013
HSBC 2005 - 2007
Skills
Litigation, Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Trials, Westlaw, Product Liability, Mediation, Employment Law, Contract Negotiation, Public Speaking, Research, Personal Injury, Family Law, Litigation Support
Education
University of Tennessee College of Law 2007 — 2010
JD
University of Tennessee-Knoxville - College of Business Administration 2000 — 2004
BS, Finance
svsp April 2007 - Present
HSBC February 1993 - June 1997
Education
Monterey Peninsula College 2000 — 2004
Heald College 1995 — 1998
ADP June 2011 - Present
Pitney Bowes February 2007 - February 2011
HSBC December 2004 - June 2006
Skills
Cold Calling, Direct Sales, Account Management, Sales Process, Sales Operations, PEO, Customer Satisfaction, ADP Payroll
Education
Haslam College of Business at the University of Tennessee 2000 — 2004
Marketing, Business
Douglas Elliman Real Estate November 2013 - Present
Brown Harris Stevens September 2011 - November 2013
Christian Angle Real Estate February 2009 - September 2011
The Corcoran Group 2004 - September 2007
HSBC 1980 - March 2003
Skills
Real Estate, Residential Homes, Sellers, Luxury, Condos, Buyers, Property, Loans
Education
New York University 1978 — 1980
MBA, International Buisiness
University of Pennsylvania 1971 — 1975
BA, Political Science
Harvard University
Summer Session
Desjardins 2014 - Present
BMO Harris Private Banking 2010 - 2013
HSBC 2008 - 2009
RBC Royal Bank 2006 - 2007
RBC Royal Bank 2005 - 2007
Skills
Private Banking, Wealth Management, Commercial Banking, Commercial Lending, Loans, Investments, Credit Analysis, Credit, Portfolio Management, Banking, Financial Risk, Financial Services, Sales, Strategic Financial..., Equities, Investment Management
Education
New York Institute of Technology 2004 — 2005
MBA, Finance
HEC Montréal 1998 — 2002
BBA, Marketing
Federated Investors July 2011 - Present
Federated Investors June 2009 - August 2009
Merrill Lynch 2006 - 2008
HSBC 2004 - 2006
Education
Harvard Business School 2008 — 2010
MBA, Business Administration and Management, General
The London School of Economics and Political Science (LSE) 2001 — 2003
BSc., Economics with Economic History
Middlebury College 1999 — 2001
Edwards Remodel Specialist 2005 - Present
Walmart October 2011 - March 2014
Walmart June 2010 - December 2011
Wal-Mart July 2009 - June 2010
Wal-Mart January 2009 - July 2009
HSBC 2005 - 2007
Outdoors Designers 2002 - 2006
Skills
Store Management, Loss Prevention, Customer Service, Visual Merchandising, Inventory Management, Inventory Control, Retail, Cashiering, Forecasting, Microsoft Word, Merchandising, Microsoft Excel, Profit, Retail Sales, Merchandise Planning, POS, Planograms, Assortment, Store Operations, Big Box, Driving Results, Trend Analysis, Project Management, Business Strategy, Research, Economics, Schedules, Bookkeeping, Small Business, Business Process, Accounting, Supply Chain Management, Logistics, Supervisory Skills, Typing, PowerPoint, Hiring Employees, Certified Food Manager, Project Planning, Interviews, Invoicing, Tax Preparation, Tax Returns
Education
University of Phoenix 2009 — 2014
Masters, Business Administration
University of Phoenix 2006 — 2008
Bachelor, Business Finance
Heald College 1997 — 1999
Associates, Computer Business Admin
Jefferson High School 1984 — 1987
French-Canadian Business ConversAction June 2003 - Present
French-Canadian Business ConversAction June 2003 - Present
HSBC 1999 - 2002
Canada Trust 1998 - 1999
CIBC 1993 - 1995
CIBC 1991 - 1993
Sandoz 1988 - 1991
Nestle 1985 - 1988
Skills
Coaching, French, Marketing Strategy, Strategic Planning, Business Strategy, Marketing Communications, Customer Relations, Sales Management, Advertising, Market Research, Management, Strategy, Sales
Education
HEC Montréal 1977 — 1980
Bachelor of Administration, Marketing
American Express January 2014 - Present
Booz & Company June 2011 - January 2014
Credit Suisse July 2010 - August 2010
HSBC July 2007 - July 2009
Inductis July 2006 - June 2007
Skills
Financial Modeling, Analytics, Market Entry, Valuation, Private Equity, Market Research, Corporate Finance, Cross-functional Team..., Data Analysis, Portfolio Management, Strategy, Mergers & Acquisitions, Emerging Markets, Entrepreneurship, Strategic Planning, Competitive Analysis, Start-ups, Venture Capital, Leadership, Investment Banking, Consulting, Business Strategy, Management Consulting, Strategic Consulting, Corporate Development, Financial Services
Education
Harvard Business School
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur
Integrated Bachelors and Masters of Technology ( Dual Degree), Mechanical Engineering
PSC Metals October 2014 - Present
PSC Metals August 2012 - September 2014
OmniSource Corporation March 2010 - August 2012
CIGNA Government Services LLC May 2009 - August 2009
HSBC June 2007 - June 2008
Lee University January 2007 - May 2007
Schering-Plough August 2006 - December 2006
Skills
Microsoft Excel, PowerPoint, Leadership, Training, Microsoft Word, Lotus Notes, Team-oriented, Outlook Express, Negotiation, Customer Service, Strategic Planning, Forecasting, Inventory Management, New Business Development, Process Improvement, Management, Sales, Six Sigma, Operations Management, Marketing, Team Building
Education
Haslam College of Business at the University of Tennessee 2008 — 2009
MBA, Marketing
Lee University 2002 — 2007
B.S., Business Administration
HSBC August 2013 - August 2014
Crédit Agrécole CIB July 2010 - July 2013
ABC Bank 2007 - June 2010
Skills
Banque, Analyse financière, Management, Finance, Finance d'entreprise, Gestion des risques, Gestion d'équipe, Gestion de portefeuille, Banque commerciale, Commercial Banking, Financial Analysis, Financial Accounting, Credit Risk, Risk Assessment, Team Management, Marketing Strategy, Portfolio Management, Banking, Trade Finance, Corporate Finance
Education
Université de Montréal - HEC Montréal 2014 — 2015
Gestion, Administration et gestion des affaires, général
Ecole Supérieure De Banque 1999 — 2003
Brevet, Etudes Financières et Bancaires
Calzada Capital Partners September 2014 - Present
Yarotek June 2013 - August 2013
SunIsrael August 2011 - August 2012
McKinsey & Company 2009 - 2011
HSBC 2008 - 2009
Skills
Management Consulting, Valuation, Financial Modeling, Strategy, Business Strategy, Private Equity, Finance, Corporate Development, Corporate Finance, Venture Capital, Economics, Due Diligence, Financial Analysis, Strategic Planning, Business Development, Emerging Markets, Mergers
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2004 — 2008
B.A. Financial Administration, Finance, General, Undergrad
The University of British Columbia 2006 — 2006
Exchange semester
Scotiabank January 2015 - Present
HSBC 2012 - December 2014
Tittle Trading / World Trade Securities 2008 - 2011
Citibank 2005 - 2007
Banco Mercantil 2003 - 2005
Banco Mercantil 2002 - 2003
Skills
Risk Analysis, ALM, Economics, Portfolio Management, Financial Markets, Trading, Fixed Income, Financial Analysis, Analysis, Financial Risk, Market Risk, Quantitative Analytics, Risk Management, Bonds, Investments, Finance
Education
HEC Montréal 2007 — 2008
MBA, Finance
Universidad Católica Andrés Bello 1996 — 2001
Economist, Economics
HSBC NA January 2014 - Present
PFS Investments September 2007 - Present
AVI SPL February 2008 - January 2014
AVI SPL February 2008 - January 2014
HSBC 1998 - 2008
Skills
Series 6, Customer Service, Team Leadership, Microsoft Office, Troubleshooting, Project Management, Mutual Funds, Leadership, Series 63, PowerPoint, Fixed Annuities, Budgets, Training, Cisco Technologies, Video Conferencing, FINRA, Process Improvement, Codian, Access, Strategic Financial..., Data Entry, Microsoft Excel, Lotus Notes, Insurance, Employee Benefits, Banking, Networking, Call Centers, Management, Telepresence, Account Management, Computer Hardware, AV, Vendor Management, Telecommunications, Software Documentation, Teamwork, Visio, Integration, Salesforce.com, Tandberg, Technical Support, VoIP, Unified Communications, Hardware
Education
Devry McHenry Community College
Harper College
McHenry County College
HSBC May 2014 - Present
HSBC March 2013 - April 2014
Scotiabank November 2009 - June 2011
Skills
Portfolio Management, Credit Analysis, Banking, Investments, Sales, Finance, Credit Risk, Credit, Financial Analysis, Business Development, Residential Mortgages, Customer Service, Marketing, Mortgage Lending, Corporate Finance, Financial Risk, Loans, Communication Skills, Relationship Management, Mutual Funds, Home Equity Loans, Investment Management
Education
HEC Montréal 2009 — 2012
Bachelor's and Graduate degree, International Business
University of Montreal 2006 — 2009
Bachelor's degree, Economics
Capital One 2012 - Present
HSBC 2009 - 2012
HSBC 2006 - 2009
HSBC 2001 - 2006
HSBC 1996 - 1998
Skills
Product Management, Segmentation, Analytics, Credit Cards, Competitive Analysis, Relationship Management, Financial Services, Product Marketing, Market Research, Portfolio Management, Customer Acquisition, Marketing Strategy, Proposition Development, Cross-functional Team..., Business Analysis, Marketing, Management, Strategy, Vendor Management, Business Strategy, Finance, Project Management, Multi-channel Marketing, Customer Experience, CRM, Banking, Direct Marketing, P&L Management
Education
Hartnell College
Business Administration
BMO Harris July 2014 - Present
HSBC January 2011 - Present
Burna Consulting Group April 2010 - January 2011
Government Finance Officers Association September 2006 - March 2010
Camp Dresser McKee, Inc. 2003 - 2006
Burna Consulting Group 2001 - 2003
Enverity Corporation 2001 - 2001
NerveWire, Inc. 2000 - 2001
CH2M HILL 1996 - 2000
California Environmental Associates 1995 - 1996
Skills
Organizational..., Change Management, Culture Change, Organizational..., Organizational Design, Cross-functional Team..., Strategic Leadership, Business Strategy, Marketing Strategy, Performance Management, Leading Change, Business Intelligence, ERP Selection, Information Systems, Strategic Planning, Software Development, Technology Management, Financial Analysis, Compliance, AML, Facilitations, Negotiation, Public Policy, Project Portfolio..., Risk Management, Decision Analysis, ERP Implementations, Business Process..., Program Management, Business Process..., Government, Management Consulting, Leadership, Business Process, Analysis, Management, Integration, Governance, Project Management, Consulting, Policy, Leadership Development, Business Transformation, Financial Services, Business Planning, Executive Management
Education
Harvard University, John F. Kennedy School of Government 1993 — 1995
MPP, Environmental Policy
University of Michigan 1989 — 1990
MSCS, Computer Science, Computer Architecture
Princeton University 1981 — 1985
BS EECS, Electrical Engineering, Computer Science
Nether Providence High School
McCormick July 2006 - Present
Epicurean International July 2002 - June 2006
ICF International January 2002 - May 2002
HSBC January 1997 - June 2000
Education
Harvard Business School 2009 — 2010
The London School of Economics and Political Science (LSE)
BSc
University of California, Berkeley
Master
Harvard Business School
Harvard Business School
Competing on Business Analytics & Big Data
Apple August 2015 - Present
HSBC September 2014 - August 2015
MIT Sloan School of Management September 2013 - September 2014
Redwood Trust January 2013 - September 2013
JPMorgan Chase June 2011 - December 2012
HSBC - BlueNet Technologies September 2007 - June 2011
Dell August 2006 - October 2007
Cummins July 2004 - August 2006
Skills
Integration, SDLC, Six Sigma, Business Process..., IT Strategy, ASP.NET, Enterprise Architecture, Process Improvement, Testing, Requirements Analysis, Linux, Software Project..., Software Development, C#, Project Management, Cross-functional Team..., IT Service Management, IT Management, Manufacturing, Business Analysis, Requirements Gathering, Vendor Management, Perl, Architecture, Architectures, Portfolio Management, IT Service Delivery, Team Building, Financial Services, High Tech, Enterprise Software, ERP, Management, Green Belt, Capacity Planning, Automotive, Electronics, Semiconductors, Strategy, Databases, Quality Assurance, Disaster Recovery, Leadership, Agile Methodologies, Consulting, Product Management, SQL, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Science (MS), Management
Harvard Business School 2013 — 2014
Cross-Registered while at MIT SLOAN
Middle Tennessee State University 2003 — 2004
Computer Science
Virginia Polytechnic Institute and State University 1997 — 2000
Bachelor's Degree, Industrial & Systems Engineering, Minor in Computer Science
Crédit Agricole CIB December 2014 - September 2015
Crédit Agricole CIB July 2013 - October 2014
Meeschaert Capital Markets, Inc. September 2012 - April 2013
Conférences Leadership Entreprises September 2011 - August 2012
HSBC July 2011 - August 2011
Association Challenges Européens September 2009 - August 2011
Skills
Corporate Finance, Investment Banking, Capital Markets, Fixed Income, Bloomberg, Equity Research, Equity Valuation, US Equities, Asset Managment, Interest Rate..., VBA, Business Objects, Money Market, Collateral Management, Repo
Education
Université de Montréal - HEC Montréal 2008 — 2012
Bachelor of Business Administration, Finance
Universidad de Salamanca 2011 — 2011
Finance, Economics
Lycée La Providence Nicolas Barré 2006 — 2008
Baccalauréat Scientifique
Bridgewater Associates January 2012 - Present
Bain & Company August 2009 - January 2012
Goldman Sachs June 2008 - August 2008
Moody's Investors Service August 2005 - September 2007
HSBC June 2003 - August 2005
Skills
Private Equity, Fixed Income, Credit, Financial Institutions, Financial Modeling, Valuation, Due Diligence, Investment Banking, Hedge Funds, Corporate Development, Investments, Capital Markets, Management Consulting, Financial Analysis, Mergers, Financial Services, Strategy, Business Strategy, Cross-functional Team...
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA), Finance, Leadership, Management
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration
AbbVie December 2014 - Present
AbbVie November 2013 - December 2014
HSBC June 2012 - November 2013
US Foods February 2012 - May 2012
St. Joseph Health System June 2011 - October 2011
Allstate October 2010 - March 2011
Allstate February 2010 - October 2010
Royal Bank of Scotland January 2008 - July 2009
JPMorgan Chase October 2007 - December 2007
Bank of America October 2002 - July 2007
Skills
Project Management, Project Planning, MS Project, Six Sigma, Microsoft Excel, SDLC, Visio, PowerPoint, SharePoint, Microsoft Office, Access, Root Cause Analysis, Cloud Computing, EMR, Healthcare, IT Infrastructure..., IT Infrastructure Design, Migration Projects, Data Analysis, Data Migration, Data Center, Service Oriented..., Business Process Mapping, Process Improvement, Vendor Management, Credit Cards, MS Excel Pivot Tables, WebEx, Leading Meetings, Presentations, Issue Resolution, Project Status Reporting, Budgets, Clarity, Financial Services, Banking, Foreign Currency, Currency Exchange, Global Operations, Insurance
Education
Harvard University 1990 — 1994
B.A., Mechanical and Materials Science Engineering
HSBC BANK November 2013 - Present
JPMorgan Chase June 2013 - November 2013
HSBC December 2010 - June 2013
FIRST UNITED MORTGAGE BANKING, JERICHO, N.Y August 2004 - August 2005
HSBC BANKING, N.Y, N.Y March 1994 - July 1997
ROYAL BANK OF CANADA, MONTREAL October 1989 - January 1994
Skills
Banking, Loans, Finance, Management, Mortgage Lending, Investments, Portfolio Management
Education
REAL ESTATE 1999 — 1999
LICENSE, REAL ESTATE
H.E.C , hautes études commerciales 1990 — 1993
Bachelor’s Degree, Marketing/ finance
HEC Montréal 1989 — 1993
Bsc, marketting and finance
Office Team May 2015 - Present
Western Partitions May 2015 - June 2015
Pittman & Brooks P.C June 2014 - March 2015
Ryan & McDonald LLP February 2012 - July 2013
Palm Court Luxury Apartments February 2012 - June 2013
First American Title Company October 2011 - January 2012
Treehouse Mortgage Group August 2011 - October 2011
United State Postal Service September 2008 - February 2009
Alco Water Company October 2007 - February 2008
HSBC January 2005 - August 2007
Skills
Microsoft Excel, Administrative..., Data Entry, Microsoft Word, Invoicing, Accounts Payable, Accounts Receivable, PowerPoint, Photoshop, Outlook, Microsoft Office, Yardi Property..., Lacerte
Education
Salinas Adult School 1999 — 2001
Customer Service Support/Call Center/Teleservice Operation
Hartnell College 1997 — 1999
General Education
Alisal High School 1993 — 1997
General Studies
Connor, Clark & Lunn Financial Group April 2012 - Present
Western Economic Diversification Canada January 2011 - September 2011
HSBC May 2010 - September 2010
Bank of Montreal December 2008 - June 2009
Skills
Excel, Proposal Writing, Analysis, Economics, Financial Analysis, Mandarin, Editing, English, Microsoft Office, Policy Analysis, Report Writing, Project Management, Research, Visio, Data Analysis, Workshop Facilitation, Government, Policy, Time Management, Knowledge Management, Team Leadership, Records Management, Customer Service, Portfolio Management
Education
The University of British Columbia 2009 — 2012
Economics, Economics and Commerce
The University of Manchester 2010 — 2010
Economics, Economics and Commerce
Université de Montréal - HEC Montréal 2008 — 2009
Commerce, Baccalauréat en Administration des Affaires
HSBC 2015 - Present
Barclays 2011 - 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2009 - 2011
Skills
Litigation, Commercial Litigation, Legal Research, Legal Writing, Mediation, Corporate Governance, Political Law, Pay to Play, Compliance, Anti-corruption, White Collar Criminal..., Politics, Corporate Law, FCPA
Education
Harvard Law School 2006 — 2009
Doctor of Law (J.D.)
UCLA 2001 — 2005
Bachelor of Arts (B.A.) summa cum laude with departmental honors, Philosophy
Available for new opportunities April 2015 - Present
HSBC March 2006 - February 2011
Skills
Risk Management, Insurance, Banking, Wealth Management, Financial Risk, Portfolio Management, Underwriting, Investments, Credit Risk, Financial Analysis, Retail Banking, Strategic Financial..., Mutual Funds, Corporate Finance, Strategic Planning, Business Strategy, Team Leadership, Microsoft Excel, Negotiation, Business Planning, Project Management, Microsoft Office, Microsoft Word, Customer Service
Education
Harvard University 2012 — 2013
English Language and Literature, General
Target International Student Center 2011 — 2012
English
Universiry Zumbi dos Palmares 2006 — 2009
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Nevada Department of Welfare and Supportive Services July 2011 - Present
University of Nevada, Reno February 2007 - June 2011
HSBC September 2005 - September 2006
NER Construction Management June 1998 - August 2005
Skills
Microsoft Office, PowerPoint, Program Development, Microsoft Excel, Microsoft Word, Program Management, Teaching, Data Analysis
Education
University of Massachusetts Boston 2001 — 2003
B.S., Management Information Systems
Hawaii Pacific University 1989 — 1992
IBM Brazil September 2005 - May 2006
Brasiliense Comissária de Despachos Ltda October 2002 - December 2004
Promon Engenharia March 2001 - September 2002
Sul America Seguros January 1998 - December 2000
HSBC July 1995 - December 1997
Skills
Team Leadership, MS Project, SAP, Business Analysis, Integration, Telecommunications, Process Improvement, Project Management, Microsoft Excel, Microsoft Office, Service Delivery, Access, Team Management, Pre-sales, Visio, Call Centers, Outsourcing, Troubleshooting, Teamwork, CRM, Windows, Project Planning, Management, Risk Management, PMO, Change Management, ITIL, Customer Service, Six Sigma, Requirements Analysis, PMP, IT Service Management, Product Management
Education
Université de Montréal - HEC Montréal 2013 — 2016
Certificate, Management of Logistics Operations
Universidade Estadual de Campinas 2005 — 2006
Especializacao, Gestao de Negocios (Mkt, Finanças, RH e Vendas)
Pontificia Universidade Catolica de Campinas 1992 — 1996
Bachelor, Business Administration
Scotiabank August 2012 - Present
HSBC January 2010 - July 2011
Skills
Gestion d'équipe, Stratégie marketing, Microsoft Office, Stratégie commerciale, Management, Gestion de projet, Anglais, Analyse financière, Banque, Marketing, Marketing Strategy, Banking
Education
HEC Montréal
BAE Systems Applied Intelligence June 2014 - Present
HSBC October 2013 - May 2014
Globe Institute of Technology November 2012 - December 2013
Morgan Stanley April 2013 - August 2013
American Express November 2012 - April 2013
Barclays Investment Bank January 2012 - March 2013
The Lab Consulting April 2012 - September 2012
Accenture April 2010 - November 2011
Joseph Capital May 2009 - March 2010
SS&C GlobeOp December 2007 - April 2009
Education
Harvard Business School Executive Education 2013 — 2014
Certificate, Risk Management
New York University 2006 — 2008
MS, Financial Engineering
Polytechnic University 2000 — 2004
Bachelor's degree, Management Information Systems, General
HSBC
Skills
Investors, Investment Properties, Investment Banking, Alternative Investments, Investment Advisory, Return on Investment, Foreign Investment, Investment Management, Loans, Loan Origination, Construction Loans, Loan Servicing, Key Account Management, Key Account Development, Key Performance..., Key Account..., Account Reconciliation, Account Management
Education
Harvard Business School
Master of Business Administration (M.B.A.), Investments and Securities
International Engireering Consulting Firm (Telecom, IT & Computing Specialists / Strategy) May 2014 - Present
DSI TELECOM US - DSI GROUP May 2014 - September 2015
Alliance Services Plus October 2010 - April 2014
Independent Producer September 2009 - September 2010
Groupe Unimedia - Galaxy 7 May 2006 - September 2009
HSBC November 2003 - June 2004
StartLausanne (EPFL- HEC) (Switzerland) October 2000 - September 2002
Laperouse Trading Pty Ltd, Perth (Australia) July 2001 - August 2001
Skills
Start-ups, Business Development, Project Management, Strategy, Management, Market Research, Sales, International Business, Program Management, B2B, Competitive Analysis, R&D, HPC, Big data, Gestion de projet, Stratégie, Cloud Computing, Développement commercial, Business Planning, Digital television, Telecommunications..., High Performance..., Vente, Media Production, B-to-B Marketing, Entrepreneurship, CRM, Start-up, Télécommunications, Pre-sales, Linux, Telecommunications, E-commerce, Négoce international, Planification..., Entrepreneuriat, Creative team building, Talent Acquisition
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1999 — 2003
Master of Science : Economics/Business Management (March 2004), - Major: Finance, Minor: Marketing
Tsinghua University 2004 — 2005
Intermediate level degree, Full-year program: International Chinese language and Culture Center, Chinese (Mandarin)
Universitat Pompeu Fabra 2002 — 2003
Master HEC, Erasmus Exchange, sent by HEC with merit based grant from the Swiss Confederation, Economics, Business Management
University of Cambridge 2001 — 2001
Cambridge English: Advanced (CAE), English, Grade A
Lycée Félix Le Dantec, Lannion 1996 — 1999
French Scientific Baccalauréat (A-Levels) major in maths (English, Spanish, Chinese), Honours, Science, Math (English, Spanish, Chinese)
Harvard University January 2015 - Present
Bayat Group September 2012 - Present
Water Politics LLC July 2007 - Present
SmartMarkets LLC 2008 - Present
Gibson Guitar Corporation May 2007 - October 2012
ARIANA Television & Radio 2004 - 2006
Golden Asia Ventures 2002 - 2004
Financial Engines 1999 - 2001
AES 1999 - 1999
HSBC 1995 - 1997
Skills
Start-ups, Business Strategy, Strategic Planning, Strategic Partnerships, Business Development, Strategy, International Business..., New Business Development, Business Planning, Non-profits, Investments, Entrepreneurship, Competitive Analysis, Leadership, Market Analysis, International Marketing, Strategic Alliances, Africa, Emerging Markets, Team Building, Sustainability, Asia, Middle East, South America, Water, Water Management, Environmental Issues, Water Resources, International Sales, Telecommunications, Water Efficiency, Non-profit Program..., P&L Management, Sustainable Business, International..., Climate Change, Economic Development, Marketing Strategy, International Business, Global Business..., Mergers & Acquisitions, Energy, Policy, Partnerships, Product Marketing, International Relations, Marketing, Private Equity, Executive Management, Cleantech
Education
Harvard University Kennedy School of Government 1989 — 1991
M.P.P., Development Economics
Yale University 1985 — 1989
Bachelor of Arts (B.A.), Environmental History
Springbank High School
Floorplan Xpress May 2013 - Present
HSBC September 2012 - April 2013
AFC 2003 - 2012
Joe Rizza Ford Porsche Kia of Orland Park March 2002 - June 2003
Skills
Credit, Sales Management, Operations Management, Credit Analysis, Loans, Negotiation, Profit, Customer Satisfaction, New Business Development, Strategic Planning, Credit Risk, Budgets, Sales Operations, Underwriting, Risk Management, Banking, Business Development, Business Planning, Consumer Lending, Customer Retention, Finance, Forecasting, Management, P, Pricing
Education
Harper College 1989 — 1992
none, Business Administration and Management, General
Deloitte Canada June 2014 - Present
Deloitte January 2009 - Present
HSBC March 2008 - January 2009
HSBC Bank Canada February 2008 - January 2009
McMillan Binch Mendelsohn May 2006 - February 2008
Memberworks Canada 2001 - 2006
Québec Loisirs 1989 - 2001
Skills
Employee Relations, Change Management, Coaching, Talent Management, Talent Acquisition, Leadership Development, Performance Management, Leadership, Management, Customer Retention, Policy, Human Resources, Recruiting, HRIS, Succession Planning, Interviews
Education
École coaching de gestion 2012 — 2014
Programme d'entrainement au coaching professionnel
HEC Montréal 2000 — 2006
Certificates, Human resources, Organizational Leadership
Cegep Victoriaville 1984 — 1992
Université Laval 1988 — 1989
major translation
International Coaching Federation
ACC ( Associated Certified Coach)
Université Laval
Masters, Starting in 2008 Managing and developing organization
Yellow Pages / Pages Jaunes – Canada July 2010 - Present
Hydro-Québec August 2005 - April 2010
Videotron May 2000 - June 2005
Desjardins March 1999 - May 2000
HSBC 1990 - 1999
Skills
Call Center, Telephony, Performance Management, Contact Centers, Telecommunications, Change Management, Workforce Management, Team Management, IVR, Project Management, Genesys, Management, Team Leadership, Customer Experience, Vendor Management, CRM, Process Improvement, Project Delivery, Integration, Business Process, VoIP, Business Analysis, Unified Communications, Call Centers, IT Service Management, Networking, Switches, IT Management, Service Delivery, Technical Support, Outsourcing, IT Operations, Business Process..., CTI, ACD, Customer Satisfaction, SaaS Contact Center...
Education
Université de Montréal - HEC Montréal 2012 — 2016
Certificate (in progress), Organizational Leadership (management)
McGill University 2003 — 2005
Certificate, Systems Analysis and Design
Dartmouth High School, Nova Scotia
Neiman Marcus / Glamour Sales China April 2012 - August 2012
HSBC July 2010 - January 2012
L.E.K. Consulting September 2008 - June 2010
Clinton Foundation August 2007 - June 2008
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Harvard University 2003 — 2007
BA, Economics, Health Policy
HSBC January 2014 - Present
HSBC 2012 - January 2014
HSBC 2009 - 2011
HSBC 2007 - 2009
Household International 2002 - 2007
Household International 2000 - 2002
Household International 1997 - 2000
Virtual World Entertainment January 1996 - January 1997
Davox Corporation January 1995 - January 1996
Virtual World Entertainment January 1993 - January 1995
Education
Heald College 1991 — 1993
Associate of Applied Science, Electronics Technology
Galien High School 1974 — 1978
Advanced Computer Training
Lee Hecht Harrison
CIBC July 2012 - Present
HSBC February 2005 - March 2012
Skills
Retail Banking, Credit, Banking, Credit Cards, Analyse de crédit, Risque de crédit, Gestion des risques, Emprunt immobilier, Gestion des relations, Gestion de portefeuille, Emprunts, Finance, Analyse financière, Management
Education
BAA, Finance
Université de Montréal September 2011 - Present
École de technologie supérieure (ÉTS) January 2009 - Present
HSBC December 2003 - June 2009
Caisses populaires Desjardins May 2003 - September 2003
Skills
équité salariale, rémunération, évaluation, dotation, relations du travail, marketing RH, politiques...
Education
Université de Montréal 2011 — 2016
Ph.D
Université de Montréal 2009 — 2011
Master
HEC Montréal 2003 — 2007
Bachelor
College André-Grasset 2001 — 2003
DEC
HSBC June 2014 - Present
Latham & Watkins May 2013 - June 2014
United States Military Academy May 2011 - May 2013
United States Army October 2006 - May 2013
Davis Polk & Wardwell LLP August 2003 - October 2006
Education
Harvard Law School 2000 — 2003
Doctor of Law (J.D.)
University of Pennsylvania 1998 — 2000
A.M., Economics
Rutgers College 1996 — 1998
B.A., Economics, summa cum laude
Brookside Capital / Bain Capital September 2008 - Present
T. Rowe Price July 2007 - September 2007
Apax Partners May 2007 - July 2007
HSBC July 2004 - April 2006
Merrill Lynch (HK) July 2002 - June 2004
Merrill Lynch (HK) May 2001 - August 2001
Skills
Investment Banking, Debt, Financial Modeling, Private Equity, Hedge Funds, Emerging Markets, Asia, Greater China
Education
Harvard Business School 2006 — 2008
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science in Economics, Major: Finance / Minor: Computer Science Engineering
National Taiwan Normal University
Mandarin Course, Mandarin
TA Associates 2013 - Present
Citigroup Global Markets 2010 - 2013
China Universal Asset Management 2009 - 2009
HSBC 2008 - 2008
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Portfolio Management, Capital, Banking, Valuation, Financial Modeling, Growth Capital, Corporate Finance, Due Diligence, Venture Capital
Education
Harvard University
A.B., magna cum laude, Economics
Main Street Renewal September 2014 - Present
HSBC US March 2012 - July 2014
HSBC January 1999 - July 2014
HSBC North America June 2011 - March 2012
HSBC Singapore January 2009 - June 2011
HSBC Consumer & Mortgage Lending (CML) and Mortgage Corporation2006 2006 - 2009
HSBC 2005 - 2006
Branch Operations 2003 - 2005
HSBC 2002 - 2003
Operations and eBusiness January 1999 - January 2002
Skills
Strategic Planning, Strategic Partnerships, Start-ups, Risk Management, Banking, Business Development, Change Management, Credit Cards, Employee Engagement, Financial Risk, Financial Services, Loans, Management, Management Consulting, Mergers & Acquisitions, Program Management, Portfolio Management, Strategy
Education
Harvard Business School 1993 — 1995
MBA
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics and Political Science
CIVC Partners February 2007 - Present
Shellpoint Partners LLC September 2014 - Present
Shelter Mortgage January 2014 - July 2015
HSBC February 2006 - January 2007
Accenture June 1999 - January 2006
Lehman Brothers May 2002 - August 2002
Skills
Mergers, Strategic Planning, Private Equity, Economics, Valuation, Mortgage Banking, Executive Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Acquisitions, Portfolio Management, Strategy, Investments, Financial Analysis, Corporate Finance
Education
Harvard Business School 2001 — 2003
MBA, General Management
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Computer Science
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Economics
Forest Hills Central 1991 — 1995
HSBC April 2013 - Present
Education
Harvard Law School 1991 — 1994
JD
Harvard University 1987 — 1991
A.B., History of Science
MD Physician Services March 2013 - Present
Lombard Odier Darier Hentsch & Cie March 2007 - September 2012
Lombard Odier Darier Hentsch & Cie February 2004 - March 2007
Lombard Odier March 2002 - February 2004
HSBC Guyerzeller 1997 - 2002
Credit Commercial de France 1994 - 1997
CIBC Wealth Management 1990 - 1994
HSBC 1989 - 1990
Skills
Hedge Funds, Portfolio Management, Asset Managment, Asset Allocation, Investments, Alternative Investments, Wealth Management, Equities, Financial Markets, Derivatives, Tactical Asset..., Investment Strategies, Asset Management, Mutual Funds, Private Banking
Education
Université de Montréal - HEC Montréal 1984 — 1988
Bachelor of Science (B.Sc.)
Harbor Spring Capital, LLC February 2013 - Present
Asian Century Quest Capital LLC November 2004 - January 2013
Millgate Capital September 1999 - January 2004
HSBC February 1998 - September 1999
J.P. Morgan 1993 - 1996
PwC 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Equities, Due Diligence, Fund Of Funds, Investor Relations, Valuation, Investments, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
MBA, Finance and Accounting
Harvard University 1986 — 1990
BA, Government
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
BNP Paribas June 2014 - Present
Deutsche Bank September 2007 - May 2013
Rotary Club 2010 - 2010
HSBC 2007 - 2007
New York City Comptroller's Office/Bureau of Asset Management March 2005 - October 2006
Post-conflict Reintegration Initiative for Development and Empowerment 2003 - 2003
East San Jose Community Law Center 1999 - December 2000
Skills
Public Policy, Policy Analysis, Economic Development, Strategic Planning, Strategic Leadership, Business Development, Spanish-speaking, Public Speaking
Education
Harvard University, John F. Kennedy School of Government 2002 — 2004
M.A., Public Policy
University of California, Los Angeles 1994 — 1999
B.A., Honors Individual Major
HSBC July 2009 - Present
HSBC July 2008 - June 2009
HSBC April 2005 - July 2008
Fido 1999 - 2005
Skills
Call Center, Workforce Management, Customer Experience, Operations Management, Performance Management, Change Management, Customer Satisfaction, Process Improvement, Credit Cards, Coaching, Forecasting, Customer Service, Team Leadership, Customer Retention, Strategic Planning, Credit, Team Building, Business Process..., Vendor Management, Budgets, Outsourcing, Call Centers, Project Planning, Leadership, CRM
Education
HEC Montréal 1999 — 2002
DESG, Management
Université de Montreal 1996 — 1998
bachelor, Relations Industrielles
Investors Group Securities December 2010 - Present
HSBC May 2007 - November 2007
Standard Life 2000 - 2007
Skills
E-commerce, Risk Management, Databases, Business Analysis, Business Process..., Management, Requirements Analysis, Business Process
Education
McGill University 2010 — 2012
Graduate Diploma, Internet Business technology
CSI ( Canadian Securities Instiute) 2008 — 2009
DMS
HEC Montréal 2002 — 2005
Certificate, Electronic Commerce
Université de Montréal - HEC Montréal 1996 — 1999
Université de Montréal 1993 — 1996
Bachelor, Political Science
notre dame
Desjardins July 2015 - Present
Desjardins May 2014 - Present
Scotiabank April 2012 - April 2014
HSBC June 2011 - April 2012
Holt Renfrew January 2009 - June 2010
Birks & Mayors inc February 2006 - January 2009
Skills
Coaching, Sales Management, French, Financial Planning, Management, Teamwork, Team Leadership, Sales, Stratégie commerciale, Strategic Planning, Strategic Financial..., Banking, Negotiation, Crédit, Financial Analysis, Interviews, Business Planning, Business Strategy, Vente, Analyse financière, Banque, Planification..., Sales Manager, Planification..., Leadership d'équipe
Education
Institut québécois de planification financière 2011 — 2012
Planificateur financier, Finance personnelles
HEC Montreal 2010 — 2011
Certificat, Planification financière personnel
CSI, institut des banquiers Canadiens. 2010 — 2010
CCVM, Cour sur le commerces des valeurs mobilières au Canada.
HEC Montréal 2001 — 2004
BAA, Marketing et gestion d'entreprise.
Massey Quick &Co., LLC June 2007 - Present
HSBC 2002 - 2007
Merrill Lynch July 1984 - December 2001
Skills
Investments, Wealth Management, Hedge Funds, Capital Markets, Alternative Investments, Investment Management, Asset Allocation, Investment Advisory, Fund Of Funds
Education
Harvard University 1976 — 1978
MBA, Marketing and Finance
Seton Hall University 1972 — 1976
Bachelor of Arts and Sciences, Economics
TCF Inventory Finance May 2008 - Present
HSBC 2005 - 2008
GE Commercial Finance 1990 - 2004
Transamerica Commercial Finance February 1990 - January 2003
Chrysler First Wholesale Credit 1985 - 1990
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1981
B.S., Finance
HSBC May 2006 - May 2008
Career Partners International 2008 - 2008
Education
Harvard University 2000 — 2004
Fidelity Investments 2008 - Present
HSBC 2001 - 2006
Education
Harvard Business School 2006 — 2008
The University of Chicago 1997 — 2000
Cladoop, INC June 2013 - Present
HSBC November 2010 - October 2013
HSBC September 2008 - October 2010
HSBC May 2006 - September 2008
Skills
Management, Banking, Business Analysis, Team Management, Six Sigma, Vendor Management, Risk Management, MIS, Relationship Management, Business Development, Change Management, Business Process..., Business Strategy, Operations Management, BPO, Credit Risk, PMO, Strategic Planning, Project Management, Retail Banking, Big Data, Computer Vision, Start-ups, OpenCV, C/C++ STL, Hadoop
Education
Harvard Business School
EMP
Osmania University 2004 — 2008
Bachelor of Engineering (BEng), Computer Science
Siva Sivani 1990 — 2000
High School
DuPont Nutrition & Health June 2015 - August 2015
FarmedHere, LLC May 2014 - September 2014
Brothers Bridge Technology, LLC January 2014 - May 2014
Consolidated Trading August 2010 - October 2013
Korein Tillery July 2009 - July 2010
HSBC July 2008 - September 2008
ABN AMRO June 2007 - August 2007
LaSalle Bank June 2006 - August 2006
Skills
Business Strategy, Analysis, Finance, Entrepreneurship, Research, Derivatives, Options, Trading, Microsoft Excel, Securities, Electronic Trading, SQL
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Marketing, and General Management
Harvard University 2005 — 2009
B.A., Economics
Carl Sandburg High School 2001 — 2005
5.12/4.00 GPA
MBA Software February 1996 - Present
HSBC April 1982 - November 1996
University of Minnesota September 1974 - February 1976
Education
Harvard Business School 1978 — 1981
MBA, Finance
University of Minnesota-Twin Cities 1971 — 1976
BS, Economics
Intelica CRE May 2010 - Present
Sansone Group February 2007 - May 2010
Colliers International April 2005 - February 2008
HSBC 2000 - 2002
Skills
Real Estate, Location Intelligence, Leases, Brokerage, Real Estate Development, Contract Negotiation, Asset Managment, Disposition, Facilities Management, Commercial Real Estate, Corporate Real Estate, Property Management, Construction Management, Construction, Portfolio Management, Asset Management, Negotiation, Real Estate Transactions, Strategy, Market Research, Shopping Centers, Due Diligence, Sales, Management, Investment Properties, Strategic Planning, Financial Analysis
Education
Harvard Business School 2013 — 2013
Real Estate Executive Education
Webster University 2005 — 2005
MBA
Westminster College (MO) 2000 — 2004
BA, International Business
Aliya Financial Technologies February 2015 - Present
Clear Transactional Analytics February 2014 - February 2015
LCN Capital Partners 2010 - 2014
HSBC 2006 - 2009
Clear Transactional Analytics 2002 - 2005
Morgan Stanley 2000 - 2002
The RISConsulting Group LLC 1997 - 2000
Booz, Allen & Hamilton 1996 - 1997
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Fixed Income, Analytics, Cross-functional Team..., Real Estate Economics, Financial Modeling, Valuation, Hedge Funds, New Business Development, Aircraft Finance, Financial Structuring, Statistical Modeling, Business Valuation, Economics, Mutual Funds
Education
Massachusetts Institute of Technology 1988 — 1996
PhD (ABD), Economics
Harvard University 1981 — 1986
AB, Mathematics
Phillips Exeter Academy 1979 — 1981
Fifth Third Bank July 2014 - Present
Fifth Third Bank June 2013 - July 2014
Fifth Third Processing Solutions June 2011 - June 2013
Fifth Third Bank May 2009 - June 2011
HSBC December 2006 - March 2009
Clayton December 2005 - December 2006
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachlors, Marketing
Picchio International March 2012 - Present
HEC Montreal May 2009 - Present
Cirque du Soleil January 2011 - February 2012
Deloitte January 2008 - December 2010
HSBC 2002 - 2007
Skills
Financial Reporting, Financial Accounting, Internal Controls, IFRS, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Tax, Corporate Tax, Internal Audit, Assurance, Consolidation, Financial Modeling, External Audit, Payroll, Recruiting, Team Management, Financial Statements
Education
HEC Montréal
DESS CA, Accounting
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
Fuller Investment Management Company June 2015 - Present
Merrill Lynch February 2015 - May 2015
HSBC June 2014 - August 2014
USC Marshall School of Business August 2012 - December 2013
EY May 2013 - June 2013
MACnificent January 2013 - May 2013
Annenberg TV News August 2012 - April 2013
Bosera Asset Management Co. July 2012 - August 2012
Catalina Film Festival January 2012 - May 2012
Citi August 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Financial Modeling, Research, Statistics, Auditing, Data Analysis, Time Management, Microsoft Office, Microsoft Word, Operations Management, Teamwork, Economics, Event Planning, Persuasive Presentations, Relationship Management, Bloomberg, Valuation, Consolidation, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor's Degree, Finance Concentration; Theater Minor
HEC Paris 2014 — 2014
Exchange, Finance, Banking and Management
Harvard University 2013 — 2013
Summer Program, Strategic Management, Corporate Finance, GPA 3.7
Shenzhen College for International Education 2007 — 2011
ALevel, Business, Economics, Mathematics, Physics, Information Technology
Equitable Bank December 2014 - Present
Equitable Bank July 2010 - December 2014
HSBC January 2009 - July 2010
Citibank May 2004 - November 2008
Skills
Credit Risk, Credit, Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Loans, Risk Management, Commercial Mortgages, Investments, Mortgage Banking, Refinance
Education
2011 — 2011
Certificate, Financial Management
CSI Global Education 2010 — 2010
Canadian Securities Course
1998 — 2003
Engineering Degree, Statistics
CEC August 2011 - Present
HSBC February 2004 - May 2012
American Equity Mortgage April 2011 - June 2011
American Equity Mortgage 2009 - 2011
Skills
Customer Service, Loan Origination, Microsoft Excel, Risk Management, Accounting, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Access, Budgets, Sales, Student Financial Aid, Time Management
Education
Roosevelt University 2008 — 2010
BA, Business and science administration
Harper College 2002 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
PricewaterhouseCoopers January 2014 - Present
USANA Health Sciences September 2008 - Present
Simon Fraser University September 2013 - December 2013
BuildDirect December 2011 - May 2013
HSBC May 2010 - December 2010
Skills
Accounting, Financial Analysis, Project Management, Strategic Planning, Leadership, Customer Service, Auditing, Data Analysis, Microsoft Office, Teamwork, Time Management
Education
Harvard Business School 2013 — 2013
Conference: Harvard Project for Asian and International Relations
Simon Fraser University 2008 — 2013
BBA (Honours with Distinction), Accounting and Finance
関西外国語大学 / Kansai Gaidai University 2011 — 2011
International Business and Japanese (Exchange Program)
Royal Conservatory of Music
Cello Performance
TD December 2011 - Present
HSBC July 2005 - December 2011
HSBC August 2002 - July 2005
HSBC September 1996 - August 2002
HSBC August 1993 - September 1996
Education
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Cegep Bois de Boulogne 1984 — 1986
DEC
Instiglio November 2012 - February 2013
The World Bank June 2012 - August 2012
International Monetary Fund August 2009 - August 2011
Freddie Mac March 2009 - August 2009
Merkle August 2007 - February 2009
HSBC June 2006 - August 2006
HSBC May 2005 - August 2005
Skills
Econometrics, Quantitative Analytics, Stata, SAS, Data Analysis, Statistics, International..., Economics, Analysis, Econometric Modeling, Market Research, Macroeconomics, Mandarin, Policy Analysis, Economic Research, International Economics, Development Economics, Eviews, Public Policy
Education
Harvard University 2011 — 2013
Masters, International Development
State University of New York 2003 — 2007
M.A./B.A., Mathematics and Economics
Creative Property Management January 2013 - Present
HSBC 2007 - 2012
American Express 2003 - 2007
Bain & Company 1994 - 2002
Skills
Business Strategy, Strategy, Management Consulting, Strategic Planning, Mergers & Acquisitions, Portfolio Management, Start-ups, Financial Modeling, Analytics, Management, Risk Management, Entrepreneurship, Business Development, Credit Cards, Project Management, Business Analysis, Business Planning, Leadership, Due Diligence, Financial Analysis, Valuation, Investments, Banking, Product Management, Financial Services, Marketing Strategy, New Business Development, Property Management
Education
Harvard Business School
MBA
University of Pretoria/Universiteit van Pretoria
B.Eng
University of South Africa/Universiteit van Suid-Afrika
B.Com
HSBC January 2006 - Present
Skills
Banking, Coaching, Risk Management, Commercial Banking, Relationship Management, Credit, Credit Analysis, Loans, Credit Risk, Financial Analysis, New Business Development, Sales Management, Portfolio Management, Mortgage Lending, Commercial Lending
Education
Haskayne School of Business
Bachelor of Commerce (Finance), Bachelor of Arts (Economics) with Honors
Promontory Financial Group, LLC June 2012 - Present
ING Wholesale Banking June 2011 - August 2011
HSBC December 2010 - January 2011
Skills
Research, Stata, Data Analysis, Social Psychology, Valuation, Economics, Psychology, Strategy, Financial Analysis, Financial Modeling, Bloomberg, Analytics
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Psychology, Economics
Harvard University
Alliance Residential Management May 2012 - Present
HSBC, June 1999 - August 2009
Education
Heald College 2010 — 2011
Associate of Applied Sciences, Business Adminstration with emphasis in Accounting
HSBC January 2009 - Present
HSBC January 2007 - January 2009
HSBC August 2004 - January 2007
Education
HEC Montréal 1993 — 1996
Bachelor in Business Administration, Finance
College de Bois-de-Boulogne 1991 — 1993
Diplôme d'études Collégiales, Pure and Applied Sciences
Zappa Construction October 2014 - Present
Wells Fargo Home Mortgage August 2013 - October 2014
Chase November 2012 - August 2013
U.S. Bank June 2011 - November 2012
HSBC April 2006 - April 2009
Rent-A-Center 2002 - 2006
Chartwells (Higher Education Division) 2001 - 2002
Schlotzsky's 1998 - 2001
Cabletron Systems April 1997 - July 1999
Skills
Business Analysis, Mortgage Lending, Consumer Lending, Credit Analysis, Mortgage Banking, Customer Service, Loan Origination, Small Business Lending, Management, Time Management, Residential Mortgages, Financial Analysis, Credit Risk, Cash Management, Refinance, FHA, World Class Customer..., Team Leadership, Cross Selling, Branch Banking, Customer Satisfaction, Retail Banking, Finance, VA loans, Loans, Communication Skills, Continuing Education, Economics, Econometric Modeling, Commercial Banking, USDA, Sales, Credit, Real Estate, Banking, First Time Home Buyers, Team Building, Strategic Planning, Microsoft Office
Education
Illinois State University
Bachelor's Degree, Economics, Magna Cum Laude
Kettering University
Heartland Community College
ININE TECHNOLOGIES LLC / Diaspark Inc 2006 - Present
HSBC March 2008 - December 2008
First Data Corporation June 2007 - December 2007
Philadelphia Stock Exchange December 2006 - April 2007
Circuit City September 2006 - December 2006
JPMorgan Chase March 2001 - May 2006
Skills
Oracle, Software Project..., T-SQL, Requirements Analysis, C++, Unix, Unix Shell Scripting, Unit Testing, Quality Assurance
Education
Harvard University 2009 — 2016
Master of Science (MS), Management Information Systems, General
University of Delaware 1996 — 2000
Bachelor of Science (BS), Computer Science
Capital One June 2010 - December 2013
HSBC June 2006 - June 2010
HSBC May 2003 - June 2006
HOUSEHOLD FINANCE 1998 - 2003
Skills
Financial Services, Banking, Risk Management, Loans, Credit Risk, Retail Banking, Vendor Management, Portfolio Management, Mortgage Lending, Consumer Lending, Credit Analysis, Financial Risk, Analytics, Commercial Banking, Cross Selling
Education
Harper College
Associate's Degree, Business Administration and Management, General
Six Sigma DMAIC Training
Davox Auto-Dialer RPM Supervisor Certificate
Davox Auto-Dialer RPM Supervisor Certificate, Auto-Dialer Management and Daily Call Strategy
American Institute of Banking
Bankers Essential Certificate, Banking and Financial Support Services
State of Illinois Insurance 2014 — 2014
Insurance Producer Health License, Passed
John Winthrop School for Young Children July 2013 - Present
John Winthrop School for Young Children September 2011 - June 2013
Harvard University October 2009 - March 2010
The College Board April 2009 - August 2009
Harvard University January 2007 - June 2007
Harvard University June 2005 - December 2006
Harvard Business School January 2003 - June 2004
HSBC July 1999 - August 2000
Merrill Lynch June 1998 - June 1999
Skills
Leadership
Education
Harvard University 2000 — 2005
Doctor of Philosophy (Ph.D.), Business Economics
Harvard University 1994 — 1998
Bachelor's degree, Economics
Elite Carmel Estate Management November 2014 - Present
Shamrock Seed Co July 2010 - October 2014
HSBC January 2005 - July 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Management, Financial Analysis, Financial Reporting, PowerPoint
Education
Heald College 2003 — 2005
Associate of Science (A.S.), Accounting