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
Voya Investment Management 2007 - Present
HSBC 2005 - 2007
Citi 2004 - 2005
Skills
Bloomberg
Education
Rutgers University-New Brunswick 2000 — 2004
Bachelor's Degree, Economics
KPMG US September 2015 - Present
Frank, Rimerman + Co. LLP October 2014 - September 2015
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - July 2014
Standard Chartered Bank July 2007 - November 2009
HSBC September 2006 - October 2006
Skills
Fundraising, Market Research, Public Relations, Business Strategy, Relationship Management, Research, Marketing Strategy, Marketing, Business Development, Marketing Communications, Team Management, Management, Program Management, Strategy, Business Planning, Accounting, CPA, Change Management, Business Analysis, Project Management, Organizational..., Human Resources, Banking, Microsoft Excel, Finance, Data Analysis, Leadership, Financial Analysis, Training, Management Consulting, QuickBooks, Bank Reconciliation, Tax Preparation, Analysis, Consulting, Financial Modeling, Budgets, Entrepreneurship, Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Risk Management, Business Valuation, Auditing, Financial Reporting, Strategic Financial..., Competitive Analysis
Education
Stanford University 2012 — 2014
Certificate Program, Creative Writing
Stanford University 2010 — 2011
Business courses, High Performance Management, Creativity and Leadership, Taxes
Indian Society for Training and Development 2008 — 2011
Diploma in Training and Development, Training and Development
S.P. Jain Institute of Management & Research 2005 — 2007
Master of Business Administration (MBA), Marketing
Shri Ram College of Commerce 2002 — 2005
B.Com(hons), Commerce
St. Xavier School - Delhi 1996 — 2002
High School, Sciences
CRPF 1989 — 1996
California Board of Accountancy
Certified Public Accountant, License number- 124714
Truvé Wines April 2014 - Present
Cowboys Casino June 2013 - May 2014
Strategic Objectives March 2013 - June 2013
Match Marketing June 2008 - October 2012
HSBC July 2010 - May 2012
HSBC BANK June 2010 - May 2012
HSBC Bank Canada July 2009 - July 2010
St.Francis Xavier September 2008 - May 2009
Penny Lane Entertainment 2004 - 2009
Inventa May 2008 - September 2008
Skills
Social Media, Social Media Marketing, Networking, Problem Solving, Promotions, New Business Development, Public Speaking, Public Relations, Marketing, Direct Marketing, Sales, Management, Program Coordination, Investor Relations, Brand Developement, Retail Banking, Brand Development, Leadership, Online Advertising, Internal Communications, Corporate Communications, Marketing Communications, Marketing Strategy, Event Planning
Education
Wine & Spirit Education Trust 2014 — 2014
Level 2, Wine Steward/Sommelier
Ryerson University 2011 — 2013
Public Relations
St. Francis Xavier University 2005 — 2009
BBA, Business Administration
Mount Royal College Calgary 2004 — 2005
Certificate, Science
st francis high school
First Niagara Bank May 2012 - Present
HSBC January 2005 - May 2012
Citibank July 2001 - December 2005
The Bank of New York July 1998 - December 1999
Skills
Portfolio Management, Financial Risk, Strategic Financial..., Wealth Management, Investments, Asset Managment, Risk Management, Financial Analysis, Mutual Funds, Insurance, Equities
Education
Saint Bonaventure University 1990 — 1994
Bachelor of Science, Marketing
West Irondequoit High School 1986 — 1990
HSBC Private Bank December 2014 - Present
HSBC January 2012 - December 2014
HSBC Private Bank April 2010 - January 2012
BDO Seidman, LLP October 2007 - May 2009
PNC Bank May 2007 - October 2007
Bank of America February 2006 - May 2007
Skills
Consumer Lending, Bank Secrecy Act, Loans, Banking, Credit, KYC, Operational Risk, Financial Risk, AML, Internal Controls, Internal Audit, Branch Banking, CAMS, Financial Services, Mergers & Acquisitions, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2005
Bachelor of Science, Criminal Justice
HSBC March 2005 - Present
CGI August 2002 - April 2005
LGS Group Inc November 1999 - August 2002
DTA November 1997 - November 1999
Canadian Broadcasting Corporation January 1987 - November 1997
Skills
Windows Server, Security, Windows, Storage, System Architecture, IT Strategy, Architecture, Virtualization, VMware, IT Management, Databases, .NET, CNE, MCSE, MCDBA, MCAD, VPN, System Deployment, Microsoft SQL Server, Cisco Technologies, Microsoft Certified..., Integration, Operating Systems, SDLC, IT Operations, Certified Novell..., TCP/IP, Servers, Linux, Firewalls, DNS, Technical Support, Infrastructure, Networking, Business Requirements, Disaster Recovery, Business Strategy, Network Design, Architectures
Education
Ryerson University 1982 — 1986
B.SC, Computer Science
Ryerson University 1982 — 1986
BSc, Computer Science
HSBC April 2015 - Present
UBS Global Asset Management September 2013 - October 2014
UBS Global Asset Management July 2013 - September 2013
Skills
Financial Modeling, Research, Entrepreneurship, Marketing, Corporate Law, Legal Writing, Capital Markets, Mergers, Legal Research, Mergers & Acquisitions, Real Estate, Business Strategy, Financial Analysis, Project Planning, Business Planning, Global Asset Management, New Business Development, Securities Regulation, Finance, Due Diligence, Corporate Finance
Education
York University - Schulich School of Business 2010 — 2013
Master of Business Administration (MBA)
York University - Osgoode Hall Law School 2009 — 2013
JD
Ryerson University 2004 — 2008
B.Comm, Business Management (Finance)
GE Capital December 2014 - Present
Federal Deposit Insurance Corporation (FDIC) October 2011 - April 2014
Federal Deposit Insurance Corporation October 2009 - April 2014
Bank of the West 2005 - 2009
Southeast Capital Partners 2002 - 2005
Riverside Bank of Central Florida 2001 - 2002
Regions Financial Corporation 1999 - 2001
HSBC 1990 - 1999
Skills
Credit, Commercial Banking, Banking, Risk Management, Portfolio Management, Loans, Credit Analysis, Finance, Small Business Lending, Due Diligence, Commercial Lending, Valuation, Mortgage Lending, Strategy, Financial Services, Underwriting, Credit Risk, Financial Analysis, Financial Risk, Analysis, Leadership, Retail Banking, Negotiation, Loan Origination, Management, Capital Markets, Investments, Business Development, Relationship Management, Mortgage Banking, Executive Management, Asset Management, Real Estate, Financial Modeling, Mergers & Acquisitions, Program Management, Private Banking, Sales, Operations Management, Financial Markets, Restructuring, Enterprise Risk...
Education
Saint Bonaventure University
Master of Business Administration (MBA), Accounting and Finance, Cum Laude
State University of New York College at Fredonia
Bachelor's degree, Political Science and Government
Yadkin Bank September 2014 - Present
TD Bank Group December 2011 - Present
HSBC April 2009 - December 2011
Wells Fargo September 2007 - March 2009
Lahinch Group 1996 - 1998
Skills
Banking, Microsoft Office, Microsoft Excel, Customer Service, Licensing, Series 6, Series 63, Life & Health Insurance..., Notary Public, Mortgage Lending, Refinance, Home Equity Lines of..., Real Estate, Sales, Consumer Lending, Credit, Finance, Loans, Management
Education
Sacred Heart University
Amazon April 2015 - Present
Amazon July 2013 - April 2015
Societe Generale Corporate and Investment Banking - SG CIB June 2012 - August 2012
HSBC June 2011 - August 2011
UNICEF May 2011 - June 2011
YWCA USA April 2007 - September 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Finance, Forecasting, Oracle, Economics, Financial Reporting, Strategic Financial..., Variance Analysis, Managerial Finance, Financial Forecasting, Key Performance..., Analytics, Bloomberg, Microsoft Office, Bloomberg Terminal, Mac OS, Public Speaking, Valuation, PowerPoint, Microsoft Word, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (BA), Economics
West Windsor Plainsboro High School North 2005 — 2009
Summer Road, LLC. November 2014 - Present
RW Pressprich December 2013 - October 2014
One East Partners 2010 - 2012
Credit Suisse July 2006 - February 2009
HSBC August 2004 - June 2006
JPMorgan Chase & Co. July 2000 - July 2004
Skills
Hedge Funds, Equities, Equity Research, Investment Banking, Capital Markets, Investments, Special Situations, Mergers & Acquisitions, Corporate Finance, Strategy, Event Driven, Arbitrage, Leadership, Valuation, Financial Modeling, Private Equity, Alternative Investments, Fixed Income, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), B.S. Finance & B.A. Biology
Sogeti (Johnson & Johnson) October 2013 - Present
HSBC January 2009 - April 2013
Skills
Requirements Analysis, Quality Assurance, SDLC, Business Analysis, Test Planning, User Acceptance Testing, Testing, Software Documentation, SQL, Data Warehousing, Microsoft Office, Visio, Quality Center, Databases, Regression Testing, SharePoint, Integration, Microsoft SQL Server, XML, HP Quality Center, Requirements Gathering, Vendor Management, Risk Management, Software Project..., Software Quality..., QTP, Agile Methodologies, Software Quality, Waterfall, Test Cases, Salesforce.com, Salesforce Training, Salesforce.com..., JIRA, Scrum
Education
Rutgers University 2005 — 2008
Bachelor's Degree, Economics
Self-employed November 2009 - Present
HSBC July 2013 - December 2013
TD November 2012 - March 2013
MediResource Inc. July 2010 - July 2012
One Star Media, Inc January 2008 - July 2010
Skills
Copy Editing, Blogging, Content Management, Web Content, Publications, Editing, Proofreading, Publishing, Copywriting, Writing, Editorial, Social Media, SEO, WordPress, Social Networking, CMS, Fiction
Education
Ryerson University 2008 — 2011
Continuing Education Certificate, Publishing
Trent University 2003 — 2007
Bachelor of Arts, Honours, International Development Studies and Women's Studies
Citi February 2014 - Present
HSBC August 2007 - February 2014
JP Morgan Chase July 2001 - August 2007
Citi June 1999 - July 2001
CT ARMY National Guard 1996 - 2000
Skills
Banking, Financial Services, Relationship Management, Risk Management, Business Development, FX Options, Management, Derivatives, Credit, Equities, Cross Selling, AML, New Business Development, KYC, Loans, Team Building, Team Leadership, Sales Management, Personal Finance, Client Liaison, Onboarding, Retail Banking, Sales, Consumer Lending, Leadership, Series 63, Small Business Lending, Series 6, Commercial Lending, Commercial Banking, CRM, Portfolio Management, Capital Markets
Education
Sacred Heart University 2010 — 2012
Master of Business Administration (MBA), MBA
WCSU
BA, Design and Applied Arts
Citi November 2014 - Present
Jewel Capital Inc. July 2014 - September 2014
AXA Advisors February 2014 - June 2014
RE/MAX January 2014 - January 2014
Entrinsico September 2013 - December 2013
CITIC Securities May 2013 - August 2013
Citi July 2011 - September 2011
HSBC February 2011 - June 2011
China Industrial Bank(兴业银行股份有限公司) January 2011 - February 2011
ING November 2010 - November 2010
Skills
Data Analysis, Bloomberg Terminal, VBA, R, Financial Analysis, Microsoft Excel, Fixed Income, Piano Playing, C++, Microsoft Word, SAS, Corporate Finance, Monte Carlo Simulation, PowerPoint, Matlab, SQL, Credit Risk, Market Risk, Financial Modeling, Derivatives, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Quantitative Finance, Quant Finance
University of Electronic Science and Technology 2008 — 2012
Bachelor's degree, Math and Applied Maths, minor in Economics, 3.5/4.0 minor:4.0/4.0
United Healthcare Medicare Solutions July 2012 - Present
HSBC August 2007 - May 2009
Webster Bank June 2005 - May 2007
Wachovia, A Wells Fargo Company January 2001 - May 2005
HealthNet of the Northeast aka PHS aka Physicians Health Services May 1990 - October 2001
Skills
Health Insurance, Sales, Business Development, Microsoft Word, Small Business, Account Management, Employee Benefits, Public Speaking, Team Leadership, Management, Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription..., Retail Banking, Branch Banking, Event Planning, Marketing, Fixed Annuities, Life Insurance, Public Relations, Disability Insurance, Fundraising, Credit, Organizational..., Healthcare, Customer Service, Finance, Insurance, Leadership
Education
Sacred Heart University 1996 — 2000
MBA, Marketing
University of Illinois at Urbana-Champaign
BA, Psychology
Tompkins Insurance October 2014 - Present
The Bonadio Group May 2012 - October 2014
HSBC November 2009 - May 2012
HSBC September 2008 - November 2009
Wachovia, A Wells Fargo Company February 2006 - September 2008
Skills
Auditing, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Risk, Enterprise Risk..., Banking, Risk Assessment, Leadership, IT Audit, Financial Services, Sarbanes-Oxley, Commercial Insurance, Property & Casualty..., Cyber-security
Education
Saint Bonaventure University 2009 — 2011
MBA, General Business
Saint Bonaventure University 2000 — 2004
BBA, Business Information Systems
Batavia High
ZAGWAN March 2015 - Present
VIRTUOSO SYSTEMS March 2013 - July 2013
HSBC January 2009 - February 2012
HSBC January 2007 - January 2009
HSBC August 2006 - January 2007
American Express February 2001 - July 2005
American Express February 1997 - February 2001
American Express July 1992 - February 1997
Citibank (Banamex USA) April 1987 - July 1992
Skills
Financial Analysis, Financial Planning, Business Analysis, Project Management, Managing High..., Model Building, Strong Team Player, Strong collaborataion..., Problem Solving, Online Marketing, Direct Marketing, Product Marketing, Strategic Financial..., Functional Requirements, Finance, Strategic Planning, Analytics, Leadership, High Performance Teams, Marketing, Product Management, Analysis, Management, Team Building, Product Development, Program Management, Forecasting, Segmentation, P&L Management, Executive Management, Pricing, Strategy, Project Planning, New Business Development, Business Intelligence, Financial Risk, Risk Management, Sales, Financial Services, Consulting, Banking, Business Strategy, Business Planning, Mergers & Acquisitions, Relationship Management, Financial Modeling, Portfolio Management, Business Development, Coaching, Business Process...
Education
Rutgers, The State University of New Jersey-Newark
Mini MBA - Digital Marketing, Certificate
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rutgers University
BA, Economics and Political Science
SUNY Levin
Cox Communications January 2015 - Present
HSBC January 2014 - January 2015
HSBC March 2013 - January 2014
HSBC January 2013 - March 2013
HSBC December 2011 - January 2013
HSBC July 2010 - December 2011
Key Bank June 2009 - September 2010
Skills
Leadership, Banking, Finance, Risk Management, Microsoft Excel, Cost Reporting, Financial Analysis, TM1, Financial Reporting, Project Management, Community Service, Hyperion HFM, Strategy, CRM, Analysis, Management, Business Analysis, PowerPoint
Education
St. John Fisher College 2008 — 2010
BS, Finance
Saint Bonaventure University 2006 — 2008
Management
Edward Jones February 2014 - Present
dePaolo Consulting June 2005 - Present
Boise State University August 2013 - August 2015
CoorsTek January 2013 - December 2013
University of Colorado May 2013 - October 2013
Kutztown University January 2013 - June 2013
HSBC February 2012 - December 2012
The Apollo Group November 2011 - February 2012
US/Nursing–Fastaff August 2011 - December 2011
Placer County December 2010 - December 2011
Skills
PeopleSoft, Oracle, Performance Tuning, Load Testing, Unix ad
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Operations Management
Rutgers University-New Brunswick 1989 — 1993
B.S, Civil Engineering
Auerbach Grayson 2011 - 2014
Blackstar Group LL 2010 - 2011
HSBC 2009 - 2009
Bear Stearns 2006 - 2007
Skills
Bloomberg, Equities, Valuation, Emerging Markets, Investments, Corporate Finance, Financial Analysis, Research, Access, Microsoft Excel, PowerPoint, Economics, Analysis, Equity Research, Strategy, Trading
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master's degree, Global Affairs
Rutgers University 2002 — 2006
Bachelor's degree, History and Political Science
Manchester Regional High School
TD October 2012 - Present
HSBC July 2012 - September 2012
Meridian Credit Union November 2010 - April 2012
H&R Block January 2010 - October 2011
Alterna Savings and Credit Union Ltd November 2001 - November 2010
GE Captial Finance Limited 1983 - 1997
Skills
Candian Securities..., Mortgage Program - STI, Investment Fund In..., Personal Tax returns,..., Payroll Compliance..., Financial Analysis, Loans, Mutual Funds, Mortgage Lending, Credit Analysis, Portfolio Management, Investments, Banking, Credit, Strategic Financial..., Retail Banking, Risk Management, Financial Risk, Wealth Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit Risk, Credit Unions, Estate Planning, Finance, Financial Advisory, Financial Services, Insurance, Investment Advisory, Relationship Management, Residential Mortgages, Retirement Planning, Underwriting
Education
CSI 2010 — 2013
PFP
ICB
STI, Mortgage Program
Ryerson University
Accounting Finance
Seneca College of Applied Arts and Technology
Federal Savings Bank July 2014 - Present
People's United Bank April 2012 - July 2014
Citizens Bank September 2010 - January 2012
The Mortgage Specialists January 2010 - November 2010
Avatar Business Coaching, LLC June 2009 - December 2009
HSBC October 1999 - April 2009
HomeFirst National Bank August 1997 - June 1998
Avco Financial Services June 1986 - August 1997
Skills
Negotiation, Public Speaking, Networking, Relationship Marketing, Sales Management, Customer Engagement, Employee Engagement, Mortgage Lending, Residential Mortgages, Motivational Speaking, Coaching Staff, Sales Management..., Performance Management, Performance Improvement, Instructor-led Training, Seminars, Cross Selling, Partner Management, Consumer Lending, Refinance, Coaching, Retail Banking
Education
Saint Anselm College 1982 — 1986
BA, Psychology
Premium Mortgage February 2012 - Present
MetLife Home Loans October 2010 - May 2012
HSBC September 2005 - July 2010
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Credit Analysis, FHA, Underwriting, Consumer Lending, Retail Banking, USDA, Customer Service, VA loans, Small Business Lending, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Mortgage Underwriting, Sales, New Business Development, Financial Analysis, FHA financing, Cross Selling, Insurance, Construction Loans, Commercial Lending, Certified Mortgage..., Business Development, Management, Finance, Sales Management, Investments, Mortgage Servicing, Financial Services
Education
Saint Bonaventure University 1982 — 1986
BBA, Management/Marketing
TD October 2012 - Present
HSBC 2010 - September 2012
HSBC 2005 - 2010
Bank of America October 1994 - October 2005
Skills
Premier/Private Banking, Series 6, Wealth Management, Series 63, Private Banking, Project Management, Retail Banking, Operations Management, Branch Management, Sales Management, Sales Process, Banking, Coaching, Management, Financial Services, Credit, Loans, Commercial Banking, Series 7, Investments, Insurance, Mortgage Lending, Activity Management, High Net Worth..., Problem Solving, CRM, Relationship Management, Finance, Recruiting, Consumer Lending
Education
Rutgers University
HSBC December 2010 - Present
The Cheesecake Factory January 2010 - December 2010
Red Bull April 2009 - December 2009
Skills
Customer Service, Answering Phones, Problem Solving, Team Leadership, Organization, Preparedness, Sales Management, Productivity, Computer Proficiency, Artistic Abilities, Managerial, Talking, People Skills, Hospitality, Cash Register, ATMs, Line Management..., Time Management, Multitasking Skills
Education
Sacred Heart University 2006 — 2008
2 yrs, Business Administration and Management, General
Team CDS April 2012 - Present
One to One Digital Solutions April 2010 - March 2013
Inergex August 2008 - March 2010
Project Management Institute January 1999 - January 2009
HSBC September 2006 - August 2008
First Niagara Bank October 2002 - June 2006
EDS October 2000 - October 2002
Arthur Andersen November 1997 - September 2000
M&T Bank November 1992 - November 1997
Instabank 1985 - 1988
Skills
Financial Services, Non-profits, Healthcare, Professional Services, Process Improvement, Strategic Planning, Change Management, Project Management, PMP, Program Management, Business Analysis, Vendor Management, Team Building, Risk Management, Budgets, Data Center, Management, Nonprofits, Six Sigma, Strategy, Contract Negotiation, Leadership, Account Management, Mergers & Acquisitions, Project Planning, Financial Analysis, Business Process..., New Business Development, Cross-functional Team..., Product Development, Enterprise Software, Consulting, SDLC, IT Management, IT Strategy, Integration, Business Intelligence
Education
Saint Bonaventure University 1974 — 1978
BBA
HSBC January 2014 - Present
Citigroup September 2011 - December 2013
HSBC April 2010 - September 2011
Credit Suisse January 2004 - April 2010
Deutsche Bank, New York December 1996 - January 2004
Barclays Bank June 1994 - December 1996
Bankers Trust August 1989 - June 1994
Merrill Lynch February 1985 - August 1989
Skills
Risk Management, Banking, Capital Markets, Regulatory Capital, Financial Analysis, Forecasting, Financial Services, Business Process, Management, Fixed Income, Internal Controls, Investment Banking, Finance, Credit Risk, Derivatives, Financial Modeling, Equities, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1991
MBA, Finance
University of South Carolina-Columbia 1980 — 1984
BS, Oceanography
Citi April 2014 - Present
Mass Mutual Buffalo August 2010 - April 2014
Waring Financial Group August 2010 - January 2014
MetLife May 2009 - August 2010
HSBC October 2005 - June 2009
Skills
Licensed to Sell..., Retirement Planning, Insurance, Finance, Financial Services, Securities, Strategic Financial..., Employee Benefits, Investment Advisory, Analysis, Financial Analysis, Financial Planning, Fixed Income, Investments, Leadership, Life Insurance, Management, Mutual Funds, Sales
Education
Saint Bonaventure University 2001 — 2005
St. Bonaventure University 2001 — 2005
B.A., Marketing
Perry's Ice Cream January 2015 - Present
RISE Partnerships November 2014 - Present
Allen-Bailey Tag & Label, Inc. November 2012 - January 2015
RISE Partnerships November 2011 - November 2014
Examiner.com April 2011 - October 2013
The Sausage Maker June 2012 - November 2012
HSBC August 2011 - June 2012
Shaffer & Associates January 2011 - May 2011
Shaffer & Associates October 2010 - May 2011
Fraternal Excellence Institute (FEI) October 2010 - March 2011
Skills
PowerPoint, Word, Social Networking, Final Cut Express, Editing, Writing, Event Planning, Social Media, Blogging, Excel, Public Speaking, Marketing Communications, Integrated Marketing..., Integrated Marketing, Public Relations, Advertising, Marketing
Education
St. Bonaventure University 2012 — 2013
Master of Arts (MA), Integrated Marketing Communications, GPA 3.973/4.0
University of Oxford, Trinity College, UK 2013 — 2013
Francis E. Kelley Program, Integrated Marketing Communications, 4.0/4.0
State University of New York College at Geneseo 2007 — 2011
BA, Communication major, Sociology minor
frontier high school
BMO Financial Group June 2013 - Present
HSBC January 2011 - June 2012
HSBC June 2007 - December 2010
Standard Chartered Bank April 2006 - May 2007
Standard Chartered Bank August 2002 - March 2006
Standard Chartered Bank May 2000 - July 2002
Standard Chartered Bank January 1999 - April 2000
Skills
Banking, Commercial Banking, Cash Management, Cross Selling, Internet Banking, Relationship Management, Trade Finance, Transactional Banking, Sales Management, Product Management, Business Development, Customer Service..., Portfolio Management, Team Management, Risk Management, Corporate Finance, Credit, Wealth Management, Derivatives, Trading, Payments, Credit Analysis, Analysis, Finance, Sales, Retail Banking, Financial Analysis, Capital Markets, Financial Services, Equities, Credit Cards, Loans, Strategy, Credit Risk, Management, Financial Risk, Core Banking, Operational Risk, MIS
Education
Ryerson University 2013 — 2013
International Accounting & Finance Professionals (IAFP) Program
Institute of Business Administration, Dhaka University 1998 — 1999
Master of Business Administration (MBA), Marketing
Institute of Business Administration, Dhaka University 1994 — 1998
Bachelor of Business Administration (BBA)
The British School, New Delhi 1990 — 1993
A & O levels, Sciences
Wells Fargo March 2013 - Present
Hudson Valley Bank April 2011 - March 2013
HSBC BANK USA July 2009 - April 2011
HSBC April 2007 - July 2009
Wachovia Bank November 2004 - April 2007
Skills
Banking, Loans, Commercial Lending, Customer Service, Commercial Banking, Credit, Small Business Lending, Finance, Credit Analysis, Real Estate, Portfolio Management, Life Insurance
Education
Sacred Heart University 1999 — 2001
BBS, Business Administration
University of Connecticut 1996 — 1999
HSBC April 2014 - Present
PricewaterhouseCoopers August 2010 - April 2014
RBC Capital Markets Corporation May 2010 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Risk Management, Accounting, Financial Analysis, Due Diligence, Microsoft Office, Financial Reporting, Strategic Planning, Access, Leadership, Auditing, Financial Accounting, Financial Modeling, Sarbanes-Oxley Act
Education
Rutgers University-New Brunswick 2010 — 2012
Master of Accountancy, Governmental Accounting
Rutgers, The State University of New Jersey-Newark 2004 — 2010
Bachelor of Accounting
Northfield Mount Hermon 2000 — 2004
HSBC June 2003 - June 2008
Morgan Stanley 2001 - 2002
Skills
Financial Services, Retail Banking, Finance, Coaching, Banking, Credit, Financial Analysis, Loans, Mortgage Lending, Risk Management
Education
Rutgers, The State University of New Jersey-Newark
HSBC Global Banking and Markets July 2015 - Present
HSBC September 2013 - Present
Merrill Lynch June 2013 - September 2013
AXA September 2012 - February 2013
Skills
Social Networking, Series 7, series66, Series 65, Series 63, Bloomberg Terminal, Microsoft Excel, Vlookup, Pivot Tables, Quantitative Research, Life Insurance, Health Insurance, Accident Insurance, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Matlab, Maple, HTML, Cpr Certified, First Aid, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Undergraduate, Economics and Mathematics, Mathematics
Citi July 2015 - Present
Citibank June 2011 - July 2015
Banco Bradesco November 2008 - March 2011
UBS Wealth Management 2007 - 2008
HSBC 2006 - 2007
Morgan Stanley January 2000 - December 2006
Merrill Lynch January 1997 - December 2000
Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro
Education
Universidade de São Paulo 1998 — 2000
MBA, Finanças
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
B.A., Economics
HSBC February 2015 - Present
Skills
Leadership, Team Building, Fundraising, Social Media Marketing, Marketing, Strategy, Community Outreach, Sponsorship, Budgets, Project Planning, Time Management, Research, Stewardship, Volunteer Management, Event Planning, Event Management, Public Relations, Public Speaking, Marketing Communications, Social Media, Nonprofits, Program Development, Social Networking
Education
Ryerson University 2010 — 2012
Certificate in Fundraising Management
University of Guelph 2006 — 2010
Honours B.A., International Development
City of Toronto September 2013 - Present
IMI International December 2012 - April 2013
HSBC January 2011 - August 2011
State Street February 2008 - December 2010
Skills
Financial Analysis, Risk Management, Strategic Planning, Marketing Communications, Financial Modeling, Portfolio Management, Business Analysis, Analysis, Project Management, Entrepreneurship, Industry Research, Business Strategy, Capital Markets, Equities, Investment Banking, Financial Services, Asset Managment, Segmentation, Market Research, Consumer Behaviour, Consumer Insight, Quantitative Research, Qualitative Research, Competitive Intelligence, Valuation, Bloomberg, Investments, Business Development, Strategy, CRM
Education
Schulich School of Business 2011 — 2013
MBA, Finance & Marketing
Ryerson University 2003 — 2007
BComm, Management & Marketing
William Lyon Mackenzie 1999 — 2003
4D Cityscape March 2012 - Present
Buttonpusher Inc August 2009 - Present
Rogers Communications August 2011 - April 2012
Precision Rim Repair September 2008 - December 2011
CardioComm Solutions, Inc. December 2010 - February 2011
HSBC December 2007 - March 2009
Dealer Extras August 2006 - October 2007
Upper Grand District School Board February 2002 - January 2006
Danier Leather November 2001 - February 2002
Ontario Teachers' Pension Plan March 1999 - September 2000
Skills
Sales, International Sales, Marketing, Product Marketing, Marketing Management, Presentation Skills, Strategic Communications, Long-term Customer..., Manufacturing..., Distribution Center..., Procurement, Buyers, Training & Development, Microsoft Excel, Microsoft Word, Product Development, Licensing Agreements, Brand Licensing, Project Management, Budgeting & Forecasting, Management, Leadership, Strategy, Forecasting, Marketing Strategy, Retail, Business Development, Problem Solving, New Business Development
Education
Ryerson University 2007 — 2011
Bachelor of Commerce (B.Com.), Business Administration, Management and Operations, Marketing Minor
SocialVenture Zone at Ryerson University May 2015 - Present
SAGE Canada May 2015 - Present
Ryerson University September 2014 - April 2015
HSBC May 2014 - June 2014
Best Buy August 2011 - October 2012
Skills
Teamwork, Time Management, Marketing, Leadership, Sales, Social Networking, Social Media Marketing, Visual Merchandising, Facebook, Retail, Merchandising, Customer Service, Social Media, Event Planning, Marketing Communications, Event Management, Market Research, Entrepreneurship
Education
Ryerson University 2013 — 2017
Bachelor's Degree, Bachelor of Commerce (B.Com.), Double Major in Entrepreneurship and Marketing
Vanco Real Estate Executives November 2014 - Present
HSBC April 1997 - June 2010
Hartnell College September 1983 - September 1996
Skills
Sales, Sellers, Customer Service, Microsoft Excel, Real Estate, Public Speaking, Research, Mortgage Lending, Investment Properties, Analysis, Sales Management, Sales Operations, Retail Sales, Seller Representation, Customer Support, Real Estate Marketing, Online Research, Business Analysis
Education
Rutgers University-New Brunswick
Bachelor's Degree, Sociology
Saint Mary's College of California
Physical Education and Health Administration
University of California, Santa Cruz
Teaching Certification
Best High Technologies LLC (BHT) January 2015 - May 2015
Industrial and Commercial Bank of China July 2014 - August 2014
HSBC Private Bank June 2014 - July 2014
HSBC November 2012 - March 2013
Skills
Human Resources, Recruiting, Teamwork, PowerPoint, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Crowdsourcing, Research, AutoCAD, HTML, Social Media, Public Speaking, Accounts Receivable, Performance Management
Education
Rutgers University-New Brunswick 2013 — 2015
Master’s Degree, Human Resources Management and Services, 3.84
Soochow University (CN) 2009 — 2013
Bachelor's Degree, Fashion/Apparel Design
CIBC September 2010 - Present
HSBC September 2007 - September 2010
HSBC May 2006 - September 2007
RBC March 2005 - May 2006
RBC October 2003 - March 2005
RBC February 2002 - October 2003
Skills
Banking, Investments, Mutual Funds, Credit, Administartion, Supervising, Multi-tasked, Multi-language, Organization Skills, Credit Analysis, Relationship Management, Credit Risk
Education
Ryerson University
First Niagara Bank December 2012 - Present
First Niagara Bank May 2012 - December 2012
HSBC October 2003 - May 2012
Skills
Sales
Education
Saint Bonaventure University 2006 — 2008
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
State University of New York College at Fredonia 1999 — 2003
Major: Business Management Minor:Economics
ADP May 2011 - Present
Interstratics Consultants Inc. February 2011 - Present
Loblaw Properties Limited February 2010 - February 2011
NYGÅRD International September 2007 - February 2010
HSBC January 2007 - September 2007
TD Canada Trust February 2005 - December 2006
Armel Properties February 1999 - September 2005
Cushman & Wakefield March 1997 - February 1999
Canadian Tire March 1995 - December 1996
Kaneff Group of Companies August 1990 - March 1995
Education
Malvern CI 1978 — 1982
Ryerson University 1982 — 1986
BAA, Geography
CIBC March 2015 - Present
TD February 2013 - Present
RBC June 2011 - February 2013
BMO Financial Group August 2010 - May 2011
RBC April 2008 - June 2010
HSBC 2006 - 2007
CI Investments Inc. – Canada’s Investment Company 2004 - 2005
CompleteSaigon 2003 - 2004
LCL 1999 - 2003
Deutsche Bank 1998 - 1999
Skills
Business Analysis, Requirements Gathering, Process Engineering, Requirements Analysis, Visio, Change Management, Project Portfolio..., Business Process, Business Requirements, AML, SDLC, PMP, PMO, Project Delivery, Business Process..., Systems Analysis, Vendor Management, User Acceptance Testing
Education
Ryerson University 2010 — 2015
Certificate in Project Management
Ryerson University 2008 — 2010
Certificate in Business Management
University of Toronto - University College 1993 — 1997
Bachelor of Arts, History and East Asian Studies
PSCI
SAS Institute Inc. September 2007 - Present
Citigroup May 1998 - August 2007
Chase 1991 - 1998
HSBC 1987 - 1989
Price Waterhouse 1986 - 1987
Skills
Credit Cards, Analytics, Business Intelligence, Predictive Analytics, Business Analytics, Credit Risk, Predictive Modeling, Customer Acquisition, Data Mining, CRM, Customer Analysis, SAS, Data Warehousing, Data Analysis, Strategy, Big Data, Segmentation, Data Integration, Database Marketing, Enterprise Software, Data Quality, Data Modeling, Professional Services, Business Analysis, Financial Services, Management, Banking, Risk Management, Business Strategy
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MBA, Computer Information Systems
The Institute of Chartered Accountants of India 1983 — 1987
FCA, Fellow Member of the Institute of Chartered Accountants of India
Loyola College 1978 — 1981
BA, Economics
Venkata Subba Rao
HSBC June 2014 - Present
Barclays Capital Inc May 2011 - June 2014
Skills
Microsoft Office, Client Liaison, Client Service Oriented, Team-oriented, Troubleshooting, Credit Analysis, Account Management, New Account Opening, Shepherding, Research, Security Analysis, Project Coordination, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick 2007 — 2011
BS, Economics, Political Science
PI Financial Corp. February 2010 - December 2012
Scotiabank February 1999 - January 2009
Canada Trust May 1998 - February 1999
HSBC February 1996 - September 1997
Deutsche Bank March 1995 - February 1996
Skills
Trading, Equity Trading, Financial Analysis, Investments, Finance, Equities
Education
Ryerson University 1982 — 1985
Bachelor of Business Administration (BBA), Business/Managerial Economics
HSBC Wealth Management and Services March 2015 - Present
HSBC Retail Banking and Wealth Management November 2014 - April 2015
HSBC Retail Banking and Wealth Management November 2012 - November 2014
HSBC Retail Banking and Wealth Management August 2011 - November 2012
HSBC April 2011 - August 2011
HSBC January 2011 - April 2011
Fido Solutions October 2007 - March 2010
Skills
English, Cantonese, Mandarin, Vietnamese, Mutual Funds, Financial Advisory, Investment Banking, Home Equity Loans, Mortgage Lending, Bridge Loans, Marketing Strategy, Diversity Marketing, Team Leadership, Human Resources, Legal Compliance, Determination, Social Networking, Customer Oriented, Goal Oriented, Wealth Management, Relationship Management, Marketing, Banking
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
CSI 2013 — 2013
PFP, Wealth Management
Seneca College of Applied Arts and Technology 2007 — 2009
B.A.D, Business Administration and Management, General
Hill Holliday September 2014 - Present
Rutgers University September 2013 - May 2014
Rutgers New Brunswick Computing Services September 2012 - May 2014
The Hartford May 2013 - August 2013
Communication Electronic June 2012 - August 2012
HSBC July 2011 - August 2011
Skills
SQL, Data Analysis, SAS, Access, Databases, Analysis, Business Analysis, Java, Visual Basic, SharePoint, Oracle, HTML, Microsoft SQL Server, Programming, Systems Analysis, Database Design, Matlab, Requirements Analysis, Microsoft Office, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.Sc.), Mathematics and Statistics
HSBC March 2014 - Present
Capital One Bank July 2007 - January 2014
Sovereign Bank July 2004 - June 2007
Bank of America July 2001 - June 2004
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Underwriting, Microsoft Office, Credit, Loans, Banking, Commercial Lending, Financial Analysis, Financial Risk, Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Finance, General
HSBC July 2009 - September 2012
Skills
Mutual Funds, Alternative Investments, Fund Of Funds, Hedge Funds, Transfer Agency, Fund Administration, Financial Services, Fund Accounting, AML, Anti Money Laundering, Asset Management, Back Office, CRM, Investments, Risk Management, Portfolio Management, Fixed Income, Securities, Equities, Derivatives, Bloomberg
Education
Rutgers University
BA, Psychology
HSBC 2006 - Present
Education
St. Bonaventure University
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
Automated Financial Systems, Inc. (AFS) June 2011 - Present
PeopleShare August 2009 - June 2011
HSBC April 2006 - April 2009
HSBC March 2005 - April 2006
Skills
Applicant Tracking..., Recruiting, Technical Recruiting, Talent Acquisition, Internet Recruiting, Sourcing, Onboarding, Contract Recruitment, College Recruiting, Talent Management, Benefits Negotiation, Screening Resumes, Human Resources, Vendor Management, Temporary Placement, Employee Relations, Cold Calling, Temporary Staffing, Executive Search, Screening, Management, Sales, Process Improvement, Training, Interviews, Leadership, SDLC, Personnel Management, Strategy, Employee Benefits, Staffing Services, Networking
Education
Saint Bonaventure University 1997 — 2001
Bachelors of Science in Education, Elementary Education, Social Studies
PHH Corporation May 2013 - Present
HSBC October 2012 - May 2013
St. Bonaventure University January 2012 - May 2012
WSBU 88.3 FM January 2011 - May 2012
SBU FC May 2010 - May 2012
M&T Bank June 2011 - August 2011
M & T Bank Corp May 2008 - January 2011
Skills
Microsoft Office, Banking, Time Management, Budgets, Leadership, Management, Finance, Analysis, Portfolio Management, Sales, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Saint Bonaventure University 2008 — 2012
BA, Finance, Economics minor, Marketing minor
St. Joseph's Collegiate Inst. 2004 — 2008
NYS Regents with Distinction
HSBC June 2013 - Present
HSBC September 2012 - June 2013
HSBC July 2010 - August 2012
U Weight Loss Partners Inc November 2007 - August 2009
Skills
Forecasting, Banking, Accounting, Financial Modeling, Analysis, Financial Analysis, Credit, Budgets, Commercial Banking, Trade Finance, Relationship Management, Portfolio Management, Investment Banking, Investment Research, Fixed Income Analysis, Capital Markets, Derivatives, Solution Selling, Customer Service, Internal Audit, Financial Reporting, Management, Credit Risk, Finance, Strategy
Education
State University of New York at Buffalo - School of Management 2009 — 2010
MS. Finance, Finance
Ryerson University 2007 — 2009
Bachelor of Commerce, Accounting (Major) and Finance (Minor)
Seneca College of Applied Arts and Technology 2005 — 2007
Advanced College Diploma (3 Years), Accounting and Finance
HSBC January 2014 - Present
People's United Bank January 2005 - January 2014
Skills
Notary Public, Customer Service, Investments, Coaching, Banking, Public Speaking, Retail Banking, Loans, Consumer Lending, Series 63, Life Insurance, Financial Services
Education
Sacred Heart University
Master of Business Administration (MBA), Business Administration and Management, General
Sacred Heart University
Bachelor of Science (BS), Business Administration - Management, Cum Laude
Leadership Greater Valley 2009
Housatonic Community College
Associate of Science (A.S.), Computer Information Systems
Shelton High School 1996 — 2000
Diploma, High School Diploma
HSBC July 2015 - Present
Skills
Fidessa, Electronic Trading, Investment Banking, Trading Systems, Unix, Business Analysis, Equity Trading, SQL, Bloomberg AIM, Charles River IMS, Exchange Connectivity, Bloomberg, Trading System, Sybase, FINRA, Algorithms, Windows Server, MS Project, VBA, BMC Remedy, Equity Derivatives, Shell Scripting, Windows 7, Series 7, FIX, Genios, KDB, FTW, OATS, TMAR, BEAM, omar, EMMA, TCL, Compliance Procedures, Cygwin, Nagios, Remedy, Pivot Tables, Six Sigma
Education
University of Connecticut 2006 — 2008
MBA, Finance
Rutgers University-New Brunswick 1998 — 2003
BS, Computer & Electrical Engineering
FinServ Consulting June 2006 - Present
Bear Stearns April 1994 - April 2006
KPMG April 1999 - April 2000
HSBC June 1993 - August 1993
Skills
Team Leadership, Project Management, Business Analysis, Hedge Funds, Fixed Income, Trading, Equities, Financial Services, Electronic Trading, Trading Systems, Asset Managment, Investments, Credit Derivatives, Equity Trading, Derivatives, Fund Of Funds, Options, Alternative Investments, Bloomberg, FX Options, Capital Markets, Securities, Series 7, Investment Banking, Quantitative Analytics, Trading System, Equity Derivatives, Banking, Finance, Workday, global HCM, Human Resources, Applicant Tracking..., Talent Management, Cornerstone, Management, Portfolio Management
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Summit Wealth Advisory Group January 2015 - Present
Freedom 55 Financial August 2009 - Present
HSBC May 2006 - September 2008
Skills
Finance, Financial Advisory, Financial Risk, Management, Portfolio Management, Retirement Planning, Securities, Wealth, Mutual Funds, Financial Services
Education
Ryerson University 2003 — 2008
BCOMM, Accounting, Information Technology
HSBC February 2015 - Present
Dayco, LLC July 2009 - February 2015
Avaya 2005 - 2009
Kmart Corporation May 2004 - August 2004
FleetBoston Financial July 2000 - August 2003
Skills
Financial Modeling, Corporate Finance
Education
University of Notre Dame 2003 — 2005
MBA, Mendoza College of Business
Saint Bonaventure University 1996 — 2000
BBA
HSBC May 2011 - Present
HSBC / DACS Tech May 2011 - December 2012
Credit Suisse 2009 - May 2011
Credit Suisse 2005 - 2009
JPMorgan 2002 - 2005
DLJ Direct iNautix Technologies 2000 - 2002
Merrill Lynch 1999 - 1999
Merrill Lynch 1994 - 1999
Merrill Lynch 1994 - 1994
Merrill Lynch 1992 - 1993
Skills
Fixed Income, Trading Systems, Trading, Equities, Equity Derivatives, Hedge Funds, Management, FX Options, SDLC, Prime Brokerage, Financial Services, Middle Office, Project Management, Business Analysis, Risk Management, Vendor Management, PMO, Investment Banking
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Bachelor of Science (BS)
K C College 1984 — 1986
HSC
ST Xaviers Boys Academy 1979 — 1984
PayPal 2012 - 2014
US Department of Homeland Security October 2010 - November 2012
SunLife Financial April 2007 - July 2009
HSBC October 2004 - October 2006
GE Consumer Finance June 2000 - October 2004
GE Capital July 1999 - June 2000
GE Plastics May 1998 - July 1999
General Electric November 1997 - May 1998
First Union National Bank August 1996 - August 1997
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Business Process..., Operational Excellence, Change Management, Financial Analysis, Vendor Management, Management Consulting, Business Analysis, Risk Management, Project Portfolio..., Management, Process Management, Program Management, Analysis, Strategy, Training, Business Transformation, PMP, Project Management, Leadership, Operations Management, PMO, SDLC, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
University of Pittsburgh
MBA
Healthcare of Ontario Pension Plan February 2011 - Present
Healthcare of Ontario Pension Plan February 2008 - February 2011
Healthcare of Ontario Pension Plan October 2000 - February 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1997 - 1999
TD Securities 1996 - 1997
HSBC 1994 - 1997
Templeton 1993 - 1994
Skills
Derivatives, Fixed Income, Options, Trading, Portfolio Management, Securities Lending, Investments, Collateral Management, Finance, Capital Markets, Currency, Bloomberg, Treasury, Equities, Asset Management, Hedge Funds, Pension Funds, FX trading, FX Options, Bonds, Swaps, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Equity Trading, Investment Management, Trading Systems, Back Office, Investment Strategies, Electronic Trading, Financial Modeling, Cash Management, Foreign Exchange, Credit Derivatives
Education
Society of Managment Accountants 1994 — 1996
CMA
Ryerson University 1989 — 1993
Bachelor of Commerce (B.Com.)
HSBC 2005 - 2006
Education
Saint John's University 1985 — 1989
HSBC November 2014 - Present
HSBC November 2004 - November 2014
Ernst & Young 1999 - 2004
Skills
Banking, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Risk Management, Valuation
Education
University of Virginia 1999 — 2000
MS, Accounting
Rutgers University-New Brunswick 1996 — 1999
Paychex April 2006 - Present
HSBC 2002 - 2006
Skills
SQL, XML, Business Analysis, Testing, Requirements Analysis, SDLC, Agile Methodologies, Program Management, Software Development, Oracle
Education
Saint Bonaventure University 1998 — 2002
HSBC December 2014 - Present
HSBC 2009 - December 2014
HSBC Bank USA, NA 2005 - 2009
The Buffalo News 2003 - 2005
Saint Bonaventure University Technology Services August 2000 - May 2003
Skills
Project Management, Vendor Management, Banking, SDLC, Business Analysis, Requirements Gathering, Software Project..., Risk Management, SQL, PMO, Requirements Analysis, IT Management, Business Intelligence, Relationship Management, Project Portfolio..., Leadership, Program Management, Management
Education
Saint Bonaventure University 2003 — 2004
MA, Integrated Marketing Communications
Saint Bonaventure University 1999 — 2003
BA, Journalism / Mass Communication
HSBC May 1997 - Present
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, COBOL, DB2, Visio, Mainframe, JCL, Banking, SQL, Fileaid, SDLC, Hyperion Enterprise
Education
Chubb Institute 1996 — 1997
Computer Programming
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts, English, Psychology, Information Systems
PricewaterhouseCoopers May 2008 - Present
HSBC October 1997 - May 2007
HSBC (formerly known as Carroll McEntee and McGinley August 1987 - October 1997
Credit Industrial and Commercial March 1986 - July 1987
George E. Dennon Inc. June 1982 - March 1986
Drexel Burnham Lambert May 1981 - June 1982
Skills
Relationship Management, Marketing Communications, Marketing Strategy, Business Strategy, Portfolio Management, Investments, Financial Services, Fixed Income, Equities, Advertising, Collateral, Strategic Planning, Investor Relations, Market Research, Private Equity, Business Development
Education
Rutgers University-New Brunswick 1979 — 1981
MS, Agricultural Economics and Marketing
Rutgers University-New Brunswick 1976 — 1980
BA, Economics
Ohana Control Systems Inc. May 2013 - Present
American Savings Bank December 2011 - May 2013
PNC Financial Services Group February 2007 - November 2011
HSBC August 2005 - February 2007
PNC Bank August 2002 - August 2005
PNC Bank August 2002 - February 2003
Skills
Leadership and..., Financial Analysis, Relationship Management, Cash Flow, Microsoft Office, QuickBooks, Banking, Credit, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Financial Modeling, Cash Management, Treasury Management, Lines Of Credit, Credit Analysis, Retail Banking, Consumer Lending, Portfolio Management, Credit Risk, Commercial Mortgages
Education
Rutgers University-New Brunswick 1998 — 2002
Digital Harbor October 2014 - Present
Citi October 2011 - Present
PwC June 2011 - October 2011
HSBC July 2003 - June 2011
Morgan Stanley October 2000 - November 2002
JP Morgan Chase January 1997 - November 2000
Smith Barney September 1997 - January 1998
Merk Medco January 1995 - September 1997
Skills
SDLC, Business Analysis, Enterprise Architecture, Vendor Management, IT Strategy, PMO, Program Management, Business Intelligence, Data Warehousing, Project Portfolio..., Software Project..., Project Management, PMP, Software Documentation, Management, Change Management, Business Requirements, Process Improvement, Data Center, Governance, Testing, Banking, Requirements Gathering, Business Process..., Business Process, Risk Management, Architecture, IT Management, Requirements Analysis, Information Technology, Project Delivery, Portfolio Management, ITIL, Outsourcing, Business Transformation
Education
Rutgers, The State University of New Jersey-Newark
BA
PMP Class
PMP Certificate
N/A 2013 - Present
Citizens Bank January 2010 - January 2012
HSBC October 2001 - May 2009
Household Finance Corp ( HSBC) 2001 - 2009
Beneficial/HFC 2002 - 2008
Skills
Sales Management, Mentoring, Customer Relations, Compliance, Credit, Loans, Cold Calling, Customer Service, Team Building, Coaching, Banking, Account Management, Credit Risk, Leadership Development, Cash Management, Mortgage, New Business Development, Mortgage Lending, Loan Origination, Hiring, Commercial Banking, Sales, Recruiting, Leadership, Selling, Small Business, Management, Insurance, Consumer Lending, Investments, Real Estate, Relationship Management, Small Business Lending, Retail, Credit Analysis, Commercial Lending, Cross Selling, Customer Retention, Underwriting, Executive Management, Mortgage Banking, Retail Banking, Financial Services, Time Management, Residential Mortgages, Refinance, Lines Of Credit, Portfolio Management, Risk Management, Branch Banking
Education
St. John Fisher College 1979 — 1982
Business
St. Bonaventure University
CIBC January 2014 - Present
HSBC April 2008 - December 2013
Skills
Retail Banking, Financial Services, Microsoft Office, Customer Service, Financial Analysis, Business Analysis, Risk Management, Banking, Investment Banking, Relationship Management, Credit Risk, Portfolio Management, Analysis, Financial Modeling, Project Management, VBA
Education
Ryerson University 2003 — 2007
Bachelor of Commerce (B.Com.), Information Technology Management
George s Henry
Prudential Financial October 2013 - Present
Disney ABC Television Group November 2011 - September 2013
Disney ABC Television Group July 2007 - November 2011
HSBC July 2006 - July 2007
Chenoa Information Services November 2005 - June 2006
CGI November 1997 - October 2005
Skills
Employee Benefits, Internet Recruiting, Management, Onboarding, Deferred Compensation, Analytics, Applicant Tracking..., Digital Media, Recruiting, College Recruiting, Talent Acquisition, Performance Management, Leadership, Sourcing, Technical Recruiting, Time Management, Employer Branding, Employee Relations, Talent Management, Vendor Management, New Hire Orientations, Interviews, PeopleSoft, Television, Human Resources, Facebook
Education
Rutgers University-New Brunswick
MBA
Rutgers University-New Brunswick
Bachelor of Science
HSBC Financial AnalystEastman Kodak2004 - 2006
Education
Saint Bonaventure University 2000 — 2006
J.P. Morgan April 2013 - Present
J.P. Morgan September 2008 - April 2013
HSBC January 2006 - August 2008
J.P. Morgan January 2005 - January 2006
J.P. Morgan June 2003 - January 2005
Merrill Lynch November 2000 - August 2002
Johnson & Johnson May 1998 - April 2000
Skills
Credit, Finance, Business Development, Loans, Mortgage Lending, Portfolio Management, Banking
Education
Rutgers University 1994 — 1998
Bachelor of Science in Finance
Rea View Elementary PTA July 2010 - 2012
Bank of America 1996 - September 2006
hsbc 1991 - 1996
Skills
Credit Analysis, Commercial Banking, Banking, Credit Risk, Credit
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA, Economics / Spanish
Universidad Complutense de Madrid 1983 — 1984
Dow Jones August 2010 - Present
GreenApple Stables, November 2007 - Present
HSBC July 2008 - April 2010
Verizon January 2008 - July 2008
CIT October 2006 - January 2008
MetLife November 2003 - September 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Science (BS), Environmental and Business Economics
TransUnion April 2014 - Present
Bank of America April 2010 - Present
Bank of America December 2012 - March 2014
HSBC August 2006 - April 2010
HSBC Card Services January 2006 - August 2006
HSBC Card Services January 2004 - December 2005
Household Finance 1995 - 1997
Household Finance 1993 - 1994
Household Finance 1989 - 1992
Skills
VRU, Credit Cards, Credit, Mortgage Lending, Risk Management, Call Center, Management, Credit Risk, Banking, Retail Banking, Financial Risk, Relationship Management, Loans, Operational Risk, Financial Services
Education
Sacred Heart University 1987 — 1989
BS, Finance
Housatonic Community College 1985 — 1987
AS, Criminal Justice
St. Joseph's High School 1980 — 1984
HSBC April 2010 - Present
Merrill Lynch July 2006 - January 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 2001 - 2005
Merrill Lynch 1998 - 2001
Amity Regional Junior High School 1997 - 1998
Skills
Series 99 Licence
Education
Sacred Heart University 1994 — 1997
BS, Psychology
The Provident Bank March 2009 - Present
The Provident Bank March 2009 - April 2010
HSBC August 2008 - March 2009
JPMorgan Chase June 2005 - August 2008
Wachovia Bank December 2001 - June 2005
New Millenium Bank 2000 - 2001
Micro Tech Leasing Corp 1995 - 2000
Skills
Portfolio Management, Credit, Credit Analysis, Small Business Lending, Lines Of Credit, Commercial Mortgages, Cash Flow Lending, Cash Flow, Financial Modeling, Risk Management, Credit Risk, Commercial Lending, Loans, Asset Based Lending, Commercial Banking, Banking, Cash Management, Capital Markets, SBA, Syndications
Education
Rutgers University-New Brunswick 1991 — 1998
Avaya April 2012 - Present
Avaya June 2009 - Present
Burson-Marsteller June 2008 - August 2008
HSBC May 2005 - December 2005
Hewlett-Packard June 2003 - July 2004
Skills
Talent Acquisition, Applicant Tracking..., HRIS, Onboarding, HR Policies, Employee Engagement, Employee Relations, Deferred Compensation, Talent Management, Workforce Planning, Technical Recruiting, Performance Management, Recruiting, Screening, HR Consulting, College Recruiting, Human Resources, Succession Planning, PeopleSoft, Sourcing, Interviews, Vendor Management, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Master of Arts (M.A.), Human Resources Development
Loyola Institute of Business Administration 2004 — 2005
Post graduate diploma in HR, HR
University of Madras 2000 — 2003
BBM, Banking
HSBC March 2014 - Present
JPMorgan Chase March 2007 - February 2014
Deutsche Bank November 2005 - March 2007
JPMorgan Chase July 2001 - November 2005
Skills
Series 4, 7, 8, 55, 63,...
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, History/English
Third Federal Savings January 2014 - Present
Third Federal Savings September 2012 - December 2013
Third Federal Savings June 2011 - September 2012
AmTrust Bank a Division of NYCBancorp December 2010 - June 2011
AmTrust Bank, a division of New York Community Bank December 2009 - January 2011
AmTrust Bank January 2006 - December 2009
Successories Inc. January 1993 - August 1995
HSBC May 1991 - August 1994
Skills
Auditing, Banking, Financial Reporting, Sarbanes-Oxley, Accounting, Enterprise Risk..., Risk Management, Financial Risk, GLBA, Risk Assessment, Loans, Dodd-Frank, Residential Mortgages, Default Servicing, Operational Risk..., Credit, Default, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Services
Education
Saint Bonaventure University 1985 — 1989
BBA, Accounting
Fairport High School, Fairport New York
HSBC January 2002 - April 2008
Household Corp June 1998 - December 2002
Education
Saint Bonaventure University 1973 — 1975
bba, business management
American Tax Processing LLC A subsidiary of Jackson Hewitt December 2012 - Present
Refundo August 2012 - December 2012
EPS Financial January 2012 - August 2012
Insight Tax Solutions, LLC May 2011 - January 2012
HSBC Taxpayer Financial Services 2005 - March 2011
HSBC March 2007 - July 2010
Skills
Relationship Management, Credit Cards, Banking, Risk Management, Credit, Financial Risk, Financial Services, Portfolio Management, Loans, Vendor Management, Cross Selling, Debit Cards, Fixed Income, Operational Risk, AML, Finance, Program Management, Corporate Finance, Financial Analysis, Credit Risk, Management, Operational Risk..., Auditing
Education
Rutgers University-New Brunswick 1973 — 1977
B.A., Liberal Arts/Women's Studies
HSBC September 2014 - Present
M&T Bank August 2005 - September 2014
Leica Microsystems October 1995 - December 2003
National Fuel Gas Co. 1992 - 1994
Skills
Sourcing, Process Improvement, Vendor Management, Purchasing, Product Management, Financial Analysis, International Sales, Human Resources, Risk Management, Sales
Education
St. Bonaventure University 1993 — 1996
MBA, Finance
Saint Bonaventure University 1993 — 1995
MBA, Marketing
Marketing Solutions Consulting, LLC September 1998 - Present
OMX 1998 - 2002
Financial Sciences Corporation January 1997 - December 1998
Misys Banking Systems 1992 - 1997
Citibank 1990 - 1992
HSBC 1986 - 1990
Skills
Marketing Communications, Integrated Marketing, Financial Technology, Copywriting, Marketing Strategy, Event Plannng and..., Public Relations, Branding, B2B Marketing, Web Development, Product Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Marketing
Rutgers University-New Brunswick
BS
HSBC Bank US May 2012 - Present
HSBC January 2010 - May 2012
CO-OP Financial Services March 2008 - December 2009
HSBC Bank March 2006 - March 2008
Diebold, Incorporated October 2004 - March 2006
NYCE Corporation July 1998 - September 2004
Manufacturer's and Traders Bank May 1993 - July 1998
Key Services Corporation October 1990 - May 1993
Key Bank 1987 - 1989
Key Bank 1987 - 1989
Skills
Payments, Banking, Project Management, Debit Cards, Credit Cards, Management, Strategic Planning, ATM networks, Product Management
Education
University at Buffalo 1987 — 1989
MBA, Business Administration
Saint Bonaventure University 1982 — 1986
BS, Economics/Finance
Community Involvement
Saint Bonaventure University
Bachelor of Science, Economics
University at Buffalo
Master, Business Administration
BLX Group October 2012 - Present
Department of the Treasury: Financial Management Service December 2009 - October 2012
Bank of America September 2008 - November 2009
HSBC June 2007 - January 2008
Skills
Financial Analysis, Analysis, Market Research, Microsoft Excel, Microsoft Office, Financial Modeling, Risk Management, Program Management, Business Analysis, Process Improvement
Education
Saint Bonaventure University 2004 — 2008
BBA, Finance & Economics
TD August 2014 - Present
CIBC August 2011 - November 2012
HSBC January 2008 - September 2010
Royal Bank of Scotland June 2007 - August 2007
Visa Europe March 2006 - May 2007
Mercuri Urval September 2005 - March 2006
The Coca-Cola Company January 2005 - September 2005
Ottawa Police Service September 2002 - August 2004
Tim Hortons Ottawa Dragon Boat Festival May 2002 - September 2002
Deloitte Canada January 2001 - September 2001
Skills
Stakeholder Management, Credit Cards, Project Management, Project Delivery, Vendor Management, Risk Management, Relationship Management, Banking, PRINCE2, Financial Services, Team Management, Change Management, Leadership, Program Management, Strategy
Education
Ryerson University 1987 — 1991
Commerce, Hospitality
Wells Fargo October 2012 - Present
HSBC July 2010 - October 2012
Corporate Banking Graduate Development Program, HSBC August 2011 - April 2012
HSBC July 2009 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Java, Financial Analysis, Banking, HTML
Education
Saint Bonaventure University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
Saint Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Journalism and Mass Communications
People's United Bank September 2014 - Present
State of New Hampshire December 2013 - September 2014
Primary Residential Mortgage April 2013 - September 2013
Residential Mortgage Services, Inc. May 2012 - March 2013
Merrimack County Savings Bank April 2009 - May 2012
HSBC July 1989 - April 2009
Manchester Municipal Employees Credit Union September 1988 - July 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dexma, Prime Alliance, MorVision, FNMA-DU/FHLMC, Encompass, Mortgage Lending, FHA, Loans, Finance, Sales, Credit, Sales Management, Consumer Lending, Loan Origination, Mortgage Banking, Government Loans, Banking
Education
Saint Anselm College
Bachelor of Arts (B.A.), English
Scotiabank Global Banking and Markets November 2013 - March 2014
Morgan Stanley June 2012 - November 2013
Credit Suisse March 2011 - June 2012
HSBC June 2010 - February 2011
MF Global October 2009 - June 2010
Lehman Brothers 2003 - 2008
Skills
ISDA, Compliance, Capital Markets, Derivatives, Energy, Equities, Swaps, Fixed Income, Hedge Funds, Due Diligence, Investment Banking, AML, Mutual Funds, KYC, Dodd-Frank, Equity Derivatives, Prime Brokerage, Structured Products, Securities, Anti Money Laundering
Education
New York University (student) 2005 — 2006
Finance, General
Rutgers, The State University of New Jersey-Newark
Bachelor’s Degree, Political Science and Government
Signature Bank March 2012 - Present
HSBC June 2004 - March 2012
Fleet Bank July 2000 - June 2004
Skills
Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Mergers, Portfolio Management
Education
Sacred Heart University 1996 — 2000
Bachelor of Science, Finance & Business Administration
CIBC World Markets 2013 - Present
HSBC 2012 - 2013
Equity Financial FX Inc. 2010 - 2012
Business Students' Association 2009 - 2010
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance
Citizens Bank October 2007 - Present
HSBC January 1999 - October 2007
Education
Saint Bonaventure University 1989 — 1993
Business, Business
PNC January 2014 - Present
E*TRADE Financial January 2012 - January 2014
TD Ameritrade April 2011 - December 2011
Citizens Bank March 2008 - April 2011
HSBC 1998 - 2005
Dreyfus 1989 - 1998
Education
Rutgers, The State University of New Jersey-Newark
PNC September 2009 - Present
RBC September 2009 - December 2012
HSBC June 2003 - December 2008
Skills
Home Equity Loans, VA loans, Government Loans, Mortgage Lending, Mortgage Banking, Residential Mortgages, Quality Assurance, Quality Control, Quality Auditing, Risk Management
Education
Saint Augustines College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
HSBC October 2010 - Present
Sun National Bank October 2004 - October 2010
Washington Mutual Bank (Acquired by JP Morgan Chase) May 2002 - October 2004
PNC November 1998 - May 2002
BNY Mellon July 1994 - November 1998
Skills
Commercial Banking, Middle Marker Corporate..., Credit, Commercial Lending, Asset Based Lending, Banking, Credit Analysis, Middle Market, Corporate Banking, Lines Of Credit, Portfolio Management, International Banking..., Credit Risk, Loans, Financial Structuring, Cash Flow Lending, Financial Risk, Underwriting, Capital Markets, Cash Management
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2001
Master of Business Administration (M.B.A.), International Finance
Rutgers, The State University of New Jersey-Newark 1995 — 1998
Master of Arts (M.A.), Economics
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
TripAdvisor July 2014 - Present
Fox Networks Group December 2010 - June 2014
HSBC August 2008 - December 2010
Skills
Microsoft Office, Marketing, Customer Service, Email Marketing, Microsoft Excel, Sales, PowerPoint, Outlook, Editing, Social Media Marketing, Microsoft Word, Social Networking, Strategic Planning, Inventory Management, Marketing Communications, Social Media, Data Analysis, Constant Contact, DART Sales Manager
Education
Saint John's University 2006 — 2009
BA, Advertising Communications, 3.47
Barclays Investment Bank January 2015 - Present
J.P. Morgan May 2013 - December 2014
HSBC August 2012 - May 2013
Johnson & Johnson June 2011 - December 2011
Rutgers University September 2009 - May 2011
Selective Insurance Company of America June 2010 - September 2010
Magyar Bank May 2009 - August 2009
Circuit City October 2007 - December 2008
Skills
Microsoft Office, Reuters, Thompson One, Euromonitor, OneSource, Kline, FrontPage, Dreamweaver, Market Research, Mergers, Licensing, Property & Casualty..., Business Analytics, Acquisitions, Analysis, Banking, Valuation, Mergers & Acquisitions, Training
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Undergraduate, Finance, 3.5
HSBC August 2014 - Present
BMO Financial Group April 2012 - August 2014
Bank of Montreal November 2004 - March 2012
Bank of Montreal July 2000 - November 2004
RBC Royal Bank January 1993 - June 2000
Skills
Mergers & Acquisitions, Corporate Finance, Finance, Commercial Banking, Management, Commercial Real Estate, Underwriting, Syndications, Banking, Real Estate Economics, Capital Markets, Portfolio Management, Credit Risk, Credit, Credit Analysis, Mergers, Risk Management, Commercial Lending, Financial Services, Relationship Management, Financial Analysis, Change Management, Financial Structuring, Loans, Investments
Education
Chartered Professional Accountants of Ontario 2013 — 2013
Chartered Professional Accountant, Accounting and Finance
Certified Management Accountant 1999 — 2001
CMA, Accounting and Business/Management
Ryerson University 1994 — 1998
Commerce, Finance & Accounting
Pickering High School 1988 — 1992
Bradford Exploration, Inc. December 2011 - Present
M&T Bank March 2010 - December 2011
Clark and Koller CPA 2009 - 2010
Dopkins & Company, LLP 2008 - 2009
HSBC June 2006 - August 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Budgets, Customer Service, GAAP, Internal Controls, Auditing, Finance, Financial Audits, Sarbanes-Oxley Act, Financial Modeling, Internal Audit, Tax, Financial Accounting, Risk Management, Account Reconciliation, Banking, QuickBooks, Strategic Financial..., Business Development, Commercial Lending, Credit Analysis, Asset Management, Investment Management, Investment Strategies, Private Placements, Loans, Capital Markets, Asset Based Finance
Education
Saint Bonaventure University 2004 — 2008
BBA, Accounting
Mark's (Mark's Work Wearhouse) September 2012 - Present
Mark's Work Wearhouse 2012 - 2013
Indigo April 2002 - June 2011
HSBC January 1994 - June 1997
Skills
Store Management, Loss Prevention, Visual Merchandising, Store Operations, Retail, Merchandising, Inventory Management, Leadership, Customer Service
Education
Ryerson University
Business Management
HSBC August 2014 - Present
CIT Group Inc May 2011 - July 2014
CIT Group Inc January 2007 - May 2011
Alcatel-Lucent 2003 - 2007
Millenium Chemicals June 2001 - August 2003
IBM 1999 - 2001
Amerada Hess 1994 - 1999
Ernst & Young January 1992 - June 1994
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Sarbanes-Oxley, Internal Audit, Risk Management, SEC filings, Enterprise Risk..., General Ledger, Due Diligence, Financial Modeling, Financial Risk, Managerial Finance, Strategic Financial..., Corporate Finance, US GAAP, Finance, Cash Management, Treasury Management, Financial Reporting, GAAP, Auditing, Consolidation, Accounting, SEC Filings
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & IT
Rutgers, The State University of New Jersey-Newark 1989 — 1991
BS, Accounting
Bank of America September 2014 - Present
HSBC September 2013 - September 2014
ALPFA Delaware October 2012 - September 2013
J.P. Morgan July 2012 - September 2013
Rutgers University August 2009 - June 2012
ALPFA New Jersey November 2009 - May 2012
Johnson & Johnson June 2011 - January 2012
Saint Peter’s Healthcare System April 2008 - June 2011
The Madison Square Garden Company September 2010 - December 2010
First Investors Corporation June 2010 - July 2010
Skills
Access, Financial Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Accounting, Outlook, Time Management, Microsoft Word, Research, Microsoft Office, Teamwork, PeopleSoft, Corporate Finance, Human Resources, Team Building, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SAP, Business Objects, Cognos, Essbase, Lotus Notes, MIS, Recruiting, General Ledger, Equities, FTP, Interviews, Account Reconciliation, Data Analysis, Financial Modeling, Financial Accounting, Pivot Tables, Accounts Receivable, Data Entry, Fundraising, Training, Financial Statements, Bank Reconciliation, Event Planning, Spreadsheets, Vlookup, Nonprofits, Variance Analysis, Public Speaking, TM1
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Bachelors of Science, Finance with a Concentration in Management Information Systems
Serfiex N.A. LLC April 2013 - Present
UBS May 2010 - February 2012
Royal Bank of Scotland April 2009 - April 2010
Bear Stearns 2006 - 2008
Citi 1997 - 2006
HSBC 1996 - 1998
Skills
Electronic Trading, Delta One, Equities, Financial Risk, Credit Risk, Bloomberg, Fixed Income, Derivatives, Risk Analysis, Financial Markets, Capital Markets, Risk Analytics, Enterprise Risk..., Equity Trading, Trading Systems, Hedge Funds, Options, Equity Derivatives, Operational Risk, Market Risk, Risk Management, Series 7, Trading, Operational Risk..., Risk Assessment, ETFs, Prime Brokerage, Equity Sales
Education
Rutgers University
Bachelor of Science (BS), Finance
M&T Bank April 2013 - Present
HSBC 2012 - 2013
HSBC 2012 - 2013
Capital One December 2007 - August 2012
M&T Securities December 2007 - August 2012
Howard Savings Bank 1989 - 1999
Howard Savings Bank 1989 - 1999
Howard Savings Bank 1989 - 1999
Wells Fargo Advisors 1993 - 1995
Education
Rutgers University-New Brunswick
Bachelor's degree, Sociology
Industrial Metals December 2014 - Present
The Winning Combination October 2013 - December 2014
HSBC October 2011 - October 2013
Steinbach Credit Union 2010 - September 2011
Steinbech Credit Union 2009 - 2010
Steinbach Credit Union 2008 - 2009
Skills
Banking, Risk Management, Customer Relations, Excel, Project Management, Customer Service
Education
University of Manitoba 2010 — 2013
MBA, Accounting
CMA Manitoba 2011 — 2012
CMA, Certified Management Accountant
Ryerson University 2003 — 2006
B.Comm
Etobicoke collegiate
HSBC March 2014 - Present
HSBC October 2012 - March 2014
HSBC January 2011 - October 2012
HSBC May 2010 - January 2011
Skills
Marketing, Banking, Leadership, Proposal Writing, Business Analysis, Credit, Marketing Communications, Project Management, Team Leadership, Risk Management, Relationship Management, Sales, Portfolio Management, Financial Services, Community Outreach
Education
Ryerson University 2006 — 2010
BA, Sociology
HSBC July 2011 - Present
TERANET INC January 2005 - March 2011
Teranet Inc. January 1999 - January 2005
EDS SYSTEMHOUSE INC January 1997 - January 1999
Skills
Real Estate
Education
Ryerson University 1999 — 2011
programming C++, Data Structures, Unix, C# .NET
University of Toronto 1990 — 1996
BSc, Chemical Physics, Biology
Evans Bank November 2010 - Present
HSBC 2007 - 2010
M&T Bank 2004 - 2007
Skills
Commercial Banking, Banking, Treasury Management, Cash Management
Education
St. Bonaventure University
MBA, Business
State University of New York at Buffalo - School of Management
B.S., Business Administration
HSBC March 2014 - Present
HSBC November 2010 - March 2014
HSBC August 2009 - November 2010
HSBC August 2008 - August 2009
Skills
Quantitative Analytics, Analytical Skills, Business Relationship..., Portfolio Management, Credit Risk, Financial Analysis, Customer Service, Risk Management, Relationship Management, Credit, Strategic Planning, Sales, Retail Banking, Banking, Wealth Management
Education
Ryerson University 2003 — 2007
Bachelor of Commerce (BCom)
Self-employed 2007 - Present
HSBC 2002 - 2007
ADP 2000 - 2001
Education
Saint Bonaventure University 1985 — 1989
Bachelor of Science (BS), Economics
HSBC 1997 - Present
Skills
Commercial Banking, Commercial Lending, Wealth Management, Cross Selling, Underwriting, Financial Institutions, Banking, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Relationship Management, Retail Banking, Portfolio Management, Credit, Risk Management
Education
Rutgers University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Science (B.S.), Finance, General
HSBC March 2014 - Present
Citi December 2012 - March 2014
Credit Suisse 2008 - 2012
Morgan Stanley 2006 - 2008
Credit Suisse 1999 - 2006
Morgan Stanley/Dean Witter 1993 - 1999
Skills
Series 7, Microsoft Excel, Microsoft Word, XSP, Geneva Corporate..., Corporate Actions, Fixed Income, Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1986
Bachelor of Business Administration (BBA), Marketing, 3.2
HSBC May 2014 - Present
HSBC October 2012 - Present
HSBC April 2011 - October 2012
HSBC September 2008 - April 2011
HSBC June 2001 - September 2008
Skills
Corporate Sustainability, Banking, Credit, Risk Management, Business Analysis, Portfolio Management, Credit Risk, Loans, Financial Services, Credit Analysis, Commercial Banking, Project Management, Stakeholder Management, Relationship Management, Financial Risk, Technical Writing
Education
St. Bonaventure University 1997 — 1999
Master of Business Administration (MBA), Marketing
SUNY Plattsburgh
Bachelor's degree, Environmental Science