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
HSBC August 2004 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Training, Leadership, Management, Process Improvement, Outlook, Windows, Customer Service
Education
St. Cloud State University 1998 — 2002
Bachelor's degree, Elementary Education and Teaching
Zions Bancorporation October 2014 - April 2015
China Construction Bank February 2014 - April 2014
HSBC November 2013 - November 2013
Survey and Research Center for China Household Finance July 2013 - August 2013
Skills
Fixed Income, Investment, Corporate Finance, Microsoft Office, Risk Management, Accounting, Business Analysis, Eviews, Erhu (Chinese..., Financial Modeling, Data Analysis, Management
Education
University of Utah 2014 — 2015
Master of Science in Finance, (3.7/4)
Southwestern University of Finance and Economics 2010 — 2014
Finance (bilingual), Bachelor's degree(87.19/100)
Prospect Mortgage, LLC June 2014 - Present
American Capital Corporation - ACC Home Loans January 2010 - May 2014
First Equity Direct April 2004 - January 2010
Citibank NA January 2000 - March 2002
Merrill Lynch Investment Managers October 1996 - January 2000
HSBC December 1989 - September 1996
Skills
Mortgage Lending, FHA, USDA, Loan Origination, Refinance, Loans, VA loans, Residential Mortgages, Mortgage Banking, Credit, First Time Home Buyers, Investment Properties, Real Estate, Construction Loans, Home Equity Loans, Finance, Referrals, Reverse Mortgages, Certified Mortgage..., Banking, Mortgage Underwriting, FHA financing, Real Estate Economics, Real Estate Financing, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
BS, Business Managemnt and Economics
Citizens Bank March 2015 - Present
HSBC July 2013 - Present
Signature Bank December 2010 - June 2013
Prime Executions, Inc. July 2008 - November 2010
Skills
Banking, Investments, Management, Mortgage Lending, Sales, Finance, Leadership, Financial Advisory, PowerPoint, Microsoft Office, Social Networking, Outlook, Customer Service, Public Speaking
Education
St. John's University 2004 — 2008
Bachelor of Arts (B.A.), History
Oregon Metal Slitters March 2012 - Present
Oregon Metal Slitters March 2011 - March 2012
U.S. Bank December 2010 - September 2011
eBay Inc September 2010 - March 2011
Wells Fargo March 2009 - December 2010
HSBC February 2007 - November 2009
Oregon Metal Slitters June 2001 - February 2007
Kaiser Aluminum May 1999 - November 2000
Wilson Electronics September 1998 - May 1999
NAPA Auto Parts July 1997 - September 1998
Skills
Negotiation, Customer Satisfaction, Time Management, Management, Process Improvement, Contract Negotiation, Microsoft Office, Sales Management, Account Management, Leadership, Business Development, Team Leadership, Coaching, Selling, Sales Process, Sales Operations, Recruiting
Education
Spokane Falls Community College 1997 — 1998
N/A, Music Education and Performance
Joel E. Ferris High School 1994 — 1997
Diploma, General
Quintiles March 2015 - Present
General Parts International dba CARQUEST Auto Parts June 2013 - March 2015
General Parts International dba CARQUEST Auto Parts February 2013 - June 2013
Lodon Leasing-General Parts International dba CARQUEST Auto Parts March 2012 - February 2013
St. Catherine of Siena 2009 - 2012
Natixis North America 2006 - 2008
West Deutsche Landesbank, Amercian Group 2002 - 2005
HSBC 1991 - 2002
Skills
Management, Team Building, Sales Management, Teaching, Public Speaking, Event Planning, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Tutoring, PowerPoint, Staff Development, Microsoft Word, Research, Lesson Planning, Microsoft Office, Customer Service, Curriculum Design, Microsoft Excel
Education
St. John's University 1985 — 1989
Bachelor's degree, Finance, General, 3.2
HSBC 2012 - October 2013
Barclays Capital May 2011 - October 2011
Morgan Stanley March 2010 - March 2011
Goldman Sachs October 2009 - March 2010
Commonwealth Bank of Australia February 2009 - October 2009
Credit Suisse August 2008 - October 2008
HSBC February 2007 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Financial Statement..., Management Accounting, Banking, Corporate Finance, Financial Accounting, Cash Management, Equities, Finance, Budgets, Microsoft Excel, Forecasting, Financial Planning
Education
St. Francis Xavier University 2001 — 2005
BBA, Accounting
BNP Paribas March 2015 - Present
HSBC March 2013 - March 2015
EverBank October 2010 - March 2013
JPMorgan Chase May 2007 - October 2010
TD Bank August 2005 - May 2007
Skills
Operational Risk..., AML, IRA's, consumer and employee..., LexisNexis, Credit Risk, Experian, Microsoft Office, Credit Analysis, Negotiation, Risk Management, KYC, Banking, Bank Secrecy Act, Risk Assessment, OFAC, Operational Risk, Fraud, Loans, IRAs, Due Diligence, Financial Risk, Securities, Finance, Internal Audit, Anti Money Laundering
Education
Saint Joseph's College 2008 — 2012
Executive MBA, Business Administration and Management, GPA: 3.87
Saint Joseph's College 2003 — 2007
Bachelors of Science, Business Administration
Johns Hopkins University Carey Business School August 2014 - October 2014
HSBC July 2014 - August 2014
Credit Suisse April 2014 - May 2014
Agricultural Bank of China June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Eviews, SPSS, Bloomberg Terminal, Microsoft Office, Valuation, Quantitative Finance, Matlab, Minitab, Equity Research, Derivatives, Business Strategy
Education
The Johns Hopkins University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Delaware 2011 — 2013
Bachelor of Science (BS), Finance, General
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, International Business/Trade/Commerce
HSBC December 2012 - February 2013
Bank of China August 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Capital IQ, TEM-8, Bloomberg Terminal, Financial Analysis, Valuation
Education
The University of Texas at Dallas 2013 — 2015
Master of Science (MS), Finance, General
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, Business English ; Finance
Mitsubishi International Corporation March 2013 - Present
JCL CPA LLC October 2011 - February 2013
KPMG May 2010 - August 2010
American Chamber of Commerce May 2007 - August 2007
HSBC May 2006 - April 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Tax, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, US GAAP, QuickBooks
Education
Lubin School of Business, Pace University 2009 — 2011
MS, Public Accounting
Southwestern University of Finance and Economics 2002 — 2006
BS, Accounting
JPMorgan Chase & Co. September 2013 - Present
HSBC November 2012 - September 2013
Campbell Soup Company 2012 - 2012
Skills
Financial Accounting, Economics, Business Analysis, Data Analysis, Problem Solving
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2008 — 2011
Bachelor of Science (BS), Accounting/ Economics
HSBC July 2010 - February 2014
Credit Suisse November 2004 - May 2010
Credit Suisse July 1998 - November 2004
National Futures Association July 1996 - July 1998
M&G Commodities June 1994 - June 1996
Skills
Options, Fixed Income, Hedge Funds, Investment Banking, Securities, Asset Managment, GMI, Prime Brokerage, Middle Office, Equity Derivatives, Swaps, Interest Rate..., Trading Systems, Electronic Trading..., Bloomberg, Back Office, Capital Markets, Commodity, Derivatives, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BS, accounting
GTE Financial August 2014 - Present
GTE Financial September 2013 - Present
GTE Financial November 2012 - September 2013
GTE Financial May 2012 - November 2012
GTE Financial May 2011 - May 2012
Grow Financial Federal Credit Union February 2009 - April 2011
HSBC January 2005 - December 2008
Skills
Mortgage Lending, Loan Origination, Consumer Lending, Credit, Loans, Retail Banking, Mortgage Banking, Commercial Lending, Small Business Lending, Banking, Management, Credit Analysis, Customer Service, Finance, Risk Management, Sales, Underwriting
Education
University of South Florida 2013 — 2015
Bachelor of Science (B.S.), Finance
Hillsborough Community College 2011 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Southern Polytechnic State University 2001 — 2003
MDT Global Inc. March 2015 - Present
CIBC 2014 - 2015
HSBC 2009 - 2013
Alliance des Caisses Populaires de l'Ontario May 2008 - September 2008
Caisse Populaire de North Bay May 2007 - September 2007
Good Riddance Pest Control June 2003 - 2007
Skills
Corporate Finance, Financial Analysis, Commercial Banking, Credit, Banking, Event Planning, Marketing Communications, Integrated Pest..., Business Strategy, Social Entrepreneurship, Social Media, Business Development, Strategic Consulting, Team Building, Commercial Lending, Finance, Management, Risk Management, Credit Analysis, Credit Risk, Leadership, Portfolio Management, Entrepreneurship, Trade Finance, Financial Risk, Cash Management
Education
St. Francis Xavier University 2005 — 2009
BBA, Marketing & Finance
University of Guelph 2003 — 2003
Diploma, Integrated Pest Management
BNY Mellon Wealth Management September 2003 - Present
Signature Bank June 2002 - August 2003
HSBC April 1997 - June 2002
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Relationship Management, Investment Strategies, Financial Planning, Peer Mentoring, Wealth, High Net Worth..., Insurance, Personal Finance, Investment Advisory, Wealth Management..., Asset Management, Finance
Education
St. John's University 1982 — 1986
Bachelor of Science (BS), Marketing
Buffalo Bills April 2014 - Present
Buffalo Bills August 2011 - Present
Hunt Real Real Estate Corporation August 2010 - August 2011
HSBC August 2006 - August 2010
Skills
Sponsorship, Marketing, Sports Marketing, New Business Development, Marketing Strategy, Social Media Marketing, Sales, Event Management, Leadership, Advertising, Management, Strategy, Sales Management, Marketing Communications, Customer Service
Education
St. Lawrence University 2000 — 2004
Economics & English Writing
Nichols School 1997 — 2000
HSBC October 2011 - November 2011
Bank of China July 2011 - August 2011
Skills
Financial Analysis, Eviews, Corporate Finance, Financial Accounting, Statistics, Databases, Data Analysis, Commercial Banking, Web Design, Microsoft Excel, PowerPoint, Photoshop, Chinese culture, Econometrics, Matlab, Mandarin
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Science (MS), Finance, General, 3.87/4
Southwestern University of Finance and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 4.0/5
CEFLS
MPOWERD Inc. June 2015 - August 2015
Global China Connection September 2013 - May 2014
HSBC May 2013 - July 2013
KPMG China March 2013 - May 2013
Frost & Sullivan February 2013 - March 2013
Carbon CG November 2012 - January 2013
St. John's University July 2012 - September 2012
International Peer Mentoring Program September 2011 - September 2012
International Alliance Associates Limited May 2012 - August 2012
Skills
Cold Calling, Team Leadership, PowerPoint, Economics, Strategic Planning, Customer Service, Databases, Vlookup, MS Excel Pivot Tables, Microsoft Word, Microsoft Office, Microsoft Excel, Data Analysis
Education
Syracuse University 2013 — 2015
Bachelor of Arts (B.A.)
Syracuse University - Maxwell School 2013 — 2015
Bachelor of Arts (B.A.), Economics, International Relations (Global Political Economy)
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Business/Managerial Economics
University of Shanghai for Science and Technology
Fine Arts
Citizens Bank June 2015 - Present
Primerica March 2013 - June 2015
Ingram Micro 2013 - 2014
Merrill Lynch December 2010 - June 2012
HSBC January 2010 - August 2010
Skills
Fixed Income, Financial Analysis, Credit, Risk Management, Banking, Commercial Banking, Due Diligence, Business Analysis, Strategic Planning, Financial Reporting, Process Improvement, Microsoft Office, Microsoft Excel, Analysis, Project Management, Customer Service, Series 7, Budgets, Data Analysis, Financial Modeling, Financial Services, Finance, Management, Sales, Insurance, Mutual Funds, Wealth Management, Retirement Planning, Securities, Equities, CRM, Financial Risk, Relationship Management, Strategic Financial..., Trading, Bonds, Team Leadership, Call Centers, FINRA
Education
Sri Ramachandra Medical College and Research Institute 1994 — 2001
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
University of Rochester 1991 — 1993
Biology, General
Sarasota County Government October 2013 - Present
SUNY Buffalo August 2011 - December 2012
HSBC August 2008 - November 2011
University at Buffalo August 2003 - May 2008
Skills
Writing, Creative Writing, Research, Community Outreach, Social Media, Public Speaking, Spanish, HTML, Teaching, Higher Education, Blogging, Social Networking, English, Editing, PowerPoint, Event Planning, Data Analysis, Fundraising, Photoshop, History, Microsoft Excel, Dreamweaver, Policy Analysis, Microsoft Word, Grant Writing, Event Management, Books, Access, Teamwork, Web Design, Statistics, International Relations, Team Leadership, Nonprofits, Analysis, Microsoft Office, Qualitative Research, Coaching, Leadership, Administration, Tutoring, Customer Service, Leadership Development, Photography, Data Entry, Public Relations, Curriculum Design, French, Management, Social Media Marketing
Education
SUNY at Buffalo 2003 — 2010
Doctor of Philosophy (Ph.D.), Romance Language and Literature (Spanish)[Latin America]
St. Lawrence University 1999 — 2003
Bachelor of Arts (B.A.), Spanish/English Writing
ES3/C&S Wholesale Grocers April 2012 - January 2014
Percy's October 2005 - 2012
HSBC 2003 - 2005
Skills
Project Management, Account Management, Process Improvement, Sales Development, Vendor Relations, New Business Development, Customer Service, Operations Management, Organizational..., Inside Sales, Inventory Management, Sales Management, CRM, Cross-functional Team..., Leadership, Management, Training, Sales
Education
Springfield College 2001 — 2002
Master of Science (M.S.), Organizational Development
Worcester State University 1991 — 2000
Bachelor of Science, Psychology & Sociology
Credit Suisse May 2015 - Present
Lazard Asset Management May 2014 - April 2015
Morgan Stanley November 2013 - April 2014
Bolloré January 2013 - October 2013
Dealogic October 2012 - December 2012
HSBC June 2012 - September 2012
Euclidean Capital June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Access, SharePoint, VBA Macros, Bloomberg Terminal, Outlook, Financial Modeling, Statistics, Financial Reporting, Legal Compliance, Regulatory Compliance, Investment Banking, Hedge Funds, Alternative Investments, Trading, FX Swaps
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Finance, 3.7
State University of New York at Stony Brook 2004 — 2009
B.A., Economics, Mechanical Engineering, 3.5
Essence Securities Co., Ltd January 2015 - Present
HSBC August 2012 - September 2012
China Merchants Bank July 2012 - August 2012
MassMutual Financial Group July 2011 - July 2011
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance, General
London School of Economics and Political Science 2010 — 2010
Visiting Student, European Studies
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Major: Finance, Minor: Accounting, 3.7
American Family Insurance November 2012 - Present
Capgemini July 2010 - Present
Amica Mutual Insurance May 2010 - October 2010
Capgemini January 2008 - June 2010
Sunlife Insurance Co June 2009 - March 2010
First Data Corporation July 2007 - May 2009
Capgemini July 2005 - December 2007
HSBC July 2005 - December 2006
Skills
Regression Testing, SDLC, Quality Center, Guidewire, Test Management, Manual Testing, Requirements Analysis, Test Planning, SQL, Mainframe, Defect Life Cycle, Test Strategy, Agile Methodologies, System Testing, VisionPLUS, User Acceptance Testing, HP Quality Center
Education
Sri Venkateswara University 1999 — 2003
B.Tech
Travelers July 2015 - Present
Travelers May 2013 - July 2015
Travelers January 2013 - May 2013
Travelers January 2012 - December 2012
Worldwide Express June 2010 - December 2011
HSBC November 2010 - July 2011
JPMorgan Chase June 2008 - September 2008
Skills
Data Analysis, Access, Pricing Analysis, Excel, Insurance, Basic SQL, Basic VBA, Basic SAS, Actuarial Science, Product Management, Pricing Strategy, Process Improvement, Business Analytics, Microsoft Excel, Microsoft Word, Financial Analysis, Management, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor's Degree
Wasmer, Schroeder & Company, Inc. September 2009 - Present
CGR Insurance Group October 2008 - August 2009
Private Capital Management March 2006 - March 2008
American Century Investments March 1998 - February 2006
HSBC February 1993 - March 1998
Chase 1990 - 1993
Skills
Asset Managment, Asset Allocation, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Hedge Funds, Alternative Investments, Portfolio Management
Education
St. Lawrence University 1984 — 1988
St. Lawrence University 1984 — 1988
Investors Bank October 2014 - Present
Wagner College September 2009 - Present
Northern Lights Partners, LLC December 2008 - October 2014
Landsbanki 2006 - 2008
HSBC 2005 - 2007
RBS 2004 - 2005
Wells Fargo Capital Finance 2002 - 2004
GMAC Commercial Finance 1996 - 2002
New York University January 1992 - December 1997
CIT 1982 - 1996
Skills
Commercial Finance, Debt, Corporate Finance, Asset Based Lending, Structured Finance, Capital Markets, Leveraged Finance, Loan Origination, Credit Analysis, Capital Structure, Portfolio Management, Deal Structuring, Credit Risk, Financial Analysis, Alternative Investments, Deal Execution, Start-ups, Negotiation, Banking, Venture Capital, Loans, Mergers & Acquisitions, Finance, Strategy, Financial Structuring, Investment Banking, Credit, Restructuring, Private Equity, Capital, Due Diligence, Valuation, Corporate Development, Funding, LBO, Hedge Funds, Financial Advisory, Emerging Markets, Private Placements, Debt Restructuring, M&A experience, Mezzanine, Business Valuation, Project Finance, Investments, Financial Modeling, Executive Management, IPO, Capital Raising, Growth Capital
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
MBA, Finance
Desert Lifestyle Management December 2007 - Present
NELSON April 2005 - November 2007
Prudential Insurance 1997 - 2003
JPMorgan Chase 1986 - 1997
HSBC 1972 - 1986
Skills
Proactive Client..., Corporate Real Estate, Real Estate, Strategic Planning, Contract Negotiation, Property Management, New Business Development, Project Management, Relationship Management, Space-planning, Budgets, Relationship Marketing, CRM, Leadership, Space planning, Mergers & Acquisitions, Project Planning, Program Management
Education
St. John's University, The Peter J. Tobin College of Business 1970 — 1972
MBA, Management, Marketing
Saint John's University 1967 — 1970
BS, Marketing / Economics
Project Hospitality Legal Advocacy Program July 2004 - Present
Pascarella for NYS Assembly 2008 November 2007 - November 2008
NYC Mayor's Office of Operations November 1999 - January 2004
Office of City Councilman Marty Golden November 1998 - November 1999
Kings County District Attorney September 1993 - July 1998
HSBC July 1989 - September 1993
Skills
Legal Research, Civil Litigation, Legal Writing, Public Policy, Policy Analysis, Policy, Courts, Mediation, Legislation
Education
St. John's University School of Law 1995 — 1999
JD, Law
Saint John's University 1989 — 1993
BA, Political Science
Xaverian High School 1985 — 1989
NYS Regents Diploma
Regina Pacis
Northwestern Mutual November 2013 - Present
M&T Bank February 2013 - November 2013
MetLife June 2010 - February 2013
HSBC 2005 - 2010
Skills
Retirement Planning, Insurance, Retirement, Life Insurance, Fixed Annuities, Disability Insurance, Financial Services, Strategic Financial..., Wealth Management, Employee Benefits, Mutual Funds, Investments, Risk Management, Series 7, Banking, Finance
Education
State University of New York College at Oswego 2009 — 2010
Masters of Science, Education
St. John Fisher College 1997 — 2001
Bachelor of Science (B.S.), Management (Financial Planning)
HSBC August 2013 - Present
Best Buy October 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Lotus Notes, Sametime, Customer Service, Internet, Accounting, Banking, ACH, Athletics, Leadership, PowerPoint, Management
Education
Saint John Fisher College 2012 — 2016
Accounting
Broadridge April 2015 - Present
Pershing, a BNY Mellon company September 2014 - April 2015
Broadridge Financial Solutions 2007 - September 2014
HSBC January 2005 - January 2007
Broadridge Financial Solutions June 1996 - January 2005
Skills
Product Management, Quality Assurance, Data Conversion, Cash Management, Money Market Funds, ACH, Sweep Accounts, Checks, Debit Cards, Mutual Funds, Financial Statements, Third Party Vendor..., Microsoft Excel, Microsoft Office, Payments, Business Analysis, Fixed Income, Vendor Management, SDLC
Education
St. John's University 1989 — 1993
Bachelor of Science (B.S.), Marketing
HSBC August 2011 - September 2011
HSBC China, Sichuan BranchChengdu August 2011 - September 2011
China Minsheng Banking Co., LTD July 2011 - August 2011
China Minsheng Banking Corp.ltd June 2011 - July 2011
Skills
English, Microsoft Office, Corporate Finance, Financial Accounting, Econometrics, Driving License, Swimming, Classical Guitar, Basketball, Financial Analysis
Education
Tulane University 2012 — 2013
Master's degree, Finance
Southwest Jiaotong University 2008 — 2012
Bachelor's degree, Finance, General
Southwest Jiaotong University
Southwest Jiaotong University
Economics and Management
Southwest Jiaotong University (SWJTU)
Bachelor of Finance, Finance
Tulane University - A.B. Freeman School of Business
Master of Finance
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
Alert Caffeine Station September 2015 - Present
Fluor July 2012 - October 2014
Knitting Factory Entertainment August 2008 - August 2012
First American Title and Escrow September 2010 - July 2012
HSBC April 2006 - May 2008
Starplex/CMS May 1999 - October 2006
Spokane Police Department October 2002 - May 2003
Skills
Event Planning, Marketing, Social Media Marketing, Customer Service, Sales, Social Media, Negotiation, Microsoft Office, Event Management, Program Management, Policy, Leadership, Project Planning, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Management, Customer Satisfaction
Education
Spokane Community College 2000 — 2003
AAS, Administration of Justice
Lakeside High School 1996 — 2000
Citi June 2015 - Present
Executive-In-Residence Program September 2014 - February 2015
Student Managed Investment Fund September 2014 - December 2014
HSBC May 2014 - August 2014
Private Spanish Tutoring October 2012 - June 2014
Onondaga Community College August 2012 - May 2013
La Liga February 2013 - April 2013
Vector Marketing Corporation December 2011 - April 2012
Lucien’s Entertainment Complex January 2011 - December 2011
Joseph’s Plowing November 2009 - April 2010
Skills
Training, Event Planning, Spanish, Marketing, Program Management, Sales, Tutoring, Mergers & Acquisitions, Accounts Payable, Leadership, Entrepreneurship, Creative Problem Solving, Finance
Education
St. John's University
Bachelor's Degree, Finance
Canandaigua National Bank - CNB Mortgage Company August 2012 - Present
JP Morgan Chase September 2010 - July 2012
HSBC February 2006 - August 2010
HSBC February 2006 - December 2008
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Refinance, Loan Origination, FHA, Loans, VA loans, Commercial Lending, Banking, Certified Mortgage..., Commercial Banking, Credit, Credit Analysis, FHA financing, Financial Services, Financial Structuring, Mortgage Underwriting, Reverse Mortgages, USDA, Underwriting, VA Loans, FHA Financing
Education
Springfield College 2001 — 2005
TEKsystems May 2013 - Present
TEKsystems May 2012 - May 2013
HSBC 2003 - 2008
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2002 — 2004
BS, Business Management
Mcdonogh 35
HSBC August 2015 - Present
Sumitomo Mitsui Banking Corporation August 2014 - August 2015
JPMorgan Chase November 2011 - August 2014
EHCCI June 2010 - November 2011
Friends Seminary August 2006 - June 2010
USA TODAY 2005 - 2006
Skills
Team Management, Software Project..., Training & Development, Account Management, Banking, Credit, Customer Service, Data Analysis, Employee Training, Event Management, Event Planning, Leadership, Leadership Development, Management, Microsoft Excel, Operations Management, Performance Management, PowerPoint, Process Improvement, Project Management, Public Speaking, Recruiting, Sales, Team Building, Teamwork, Training, Vendor Management, Analysis, Research, Risk Management, Strategic Planning, Team Leadership, Customer Satisfaction, Time Management, Access, Coaching, Call Centers, Quality Assurance, Human Resources
Education
St. Joseph's College 2007 — 2009
MS, Management
St. Joseph's College 2007 — 2009
MBA, Business Administration
University of Toronto September 2014 - Present
Ross Pope LLP CPAs and RPI Business Solutions January 2014 - Present
HSBC October 2012 - February 2013
BDO LLP June 2012 - September 2012
Zurich Insurance Company Ltd. August 2011 - August 2011
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Caseware
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Management and Professional Accounting, Accounting
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Economics, Actuarial Science
Equinox July 2011 - Present
HSBC Private Bank May 2012 - September 2013
Hot Topic November 2006 - August 2011
Cathay Home Fashions Inc. January 2011 - May 2011
HSBC June 2005 - 2005
Skills
Microsoft Office, Mac OS, Google Docs, Sales, Customer Service, Social Media, Facebook, Customer Satisfaction, Market Research, Social Networking, CRM, Merchandising, Time Management, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Excel, Microsoft Word, Event Planning
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Management
Information Technology High School 2003 — 2007
Lori J Mickelson Agency - American Family Insurance July 2008 - Present
HSBC July 2006 - June 2008
The Schwan Food Company July 2005 - June 2006
The Schwan Food Company September 2004 - July 2005
The Schwan Food Company March 2004 - September 2004
The Schwan Food Company April 2000 - March 2004
The Schwan Food Company November 1999 - April 2000
The Schwan Food Company April 1999 - November 1999
Cellular One May 1999 - July 1999
Skills
Customer Service, Insurance, Sales Management, Customer Relations, Team Building, Problem Solving, Excel, PowerPoint, Organizational..., Budgeting, Public Speaking, Microsoft Office, Coaching, Account Management, Hiring, Customer Satisfaction, Consultative Selling, Word, Conflict Resolution, Call Center, Performance Management, Employee Relations, Mentoring, Outlook, Sales Operations, Budgets, Call Centers
Education
Southwest Minnesota State University 1998 — 2002
Bachelor of Arts, Psychology
University of Minnesota 1996 — 1998
Wyndham Vacation Ownership March 2010 - Present
Tishman Construction June 2007 - April 2009
HSBC August 2005 - April 2007
Hilton Grand Vacations June 2002 - June 2004
Skills
HRIS, Employee Relations, Talent Acquisition, Recruiting, Human Resources, Onboarding, Performance Management, Employee Engagement, Succession Planning, Talent Management, Leadership Development, Organizational..., HR Policies, Deferred Compensation, Applicant Tracking..., Benefits Administration, Personnel Management, Training, Leadership, Strategy
Education
The University of South Dakota 2009 — 2011
MSAS, Organizational Leadership
Southwest Minnesota State University 1986 — 1990
BA, History
Amalgamated Bank March 2010 - Present
Morgan Stanley March 2000 - April 2010
Chase May 1992 - March 2000
HSBC April 1988 - May 1992
Bowery Savings Bank 1980 - 1989
Skills
Banking, Loan Servicing, Middle Market, Commercial Lending, Commercial Banking, Financial Structuring, Private Banking, Loans, Credit Analysis, Small Business Lending, Capital Markets, Credit Risk, Credit, Finance, Mortgage Lending, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business
BS-summa cum laude, Management
Merkle January 2015 - Present
Acxiom November 2008 - December 2014
Quinetix June 2000 - November 2008
SIGMA Marketing Group March 1997 - June 2000
HSBC June 1992 - February 1997
Skills
Marketing, Analysis, Marketing Strategy, Analytics, CRM, Competitive Analysis, Database Marketing, Digital Marketing, Direct Marketing, Financial Modeling, Lead Generation, Management, Market Research, Marketing Analytics, Mergers, New Business Development, Pricing, Retail, Segmentation, Start-ups, Strategic Partnerships, Strategy
Education
Syracuse University - Maxwell School 1990 — 1992
MA, Economics
St. John Fisher College 1986 — 1990
BA, Economics
Wheaton Franciscan Healthcare December 2012 - Present
Shared Technologies June 2009 - December 2012
HSBC April 2003 - March 2009
Intermedia 2000 - 2003
Skills
Call Center, VoIP, Telecommunications, Troubleshooting, Voice Mail, Telephony, Avaya, ACD, Technical Support, Management, Unified Communications, IP, IVR, Vendor Management, Wireless, Visio, Managed Services, Process Improvement, Disaster Recovery, Software Documentation, Networking
Education
St. Louis Community College 1995 — 1998
Telecommunications Management
Lincoln Financial Group 2012 - Present
CSS Staffing 2008 - 2010
Physicians Mutual February 2005 - January 2008
AT&T October 2000 - February 2005
West Corporation July 1996 - July 2000
University of Nebraska at Omaha October 1993 - July 1996
HSBC December 1988 - January 1993
Morgan Stanley 1993 - 1993
Skills
CRM, Management, Business Analysis, Business Development, Account Management, Vendor Management, Strategic Planning, Insurance, Team Building, Telecommunications, Program Management, Process Improvement, Sales, Networking, Business Intelligence, Cross-functional Team..., Call Centers, Change Management, Strategy, Leadership, SDLC, Analytics, Team Leadership, Project Management, Integration
Education
St. Francis College
BA, English
Encore Capital Group August 2015 - Present
Encore Capital Group January 2013 - Present
Directed Electronics February 2010 - December 2012
HSBC May 2006 - March 2010
HSBC January 2004 - May 2006
Skills
Cognos, Microsoft Office, Windows, Mac OS X, iWork, Mitel, Outstanding Customer..., Collections, Quality Assurance, Training & Development, Bilingual-Spanish, Time Management, Team Leadership, Call Center, Process Improvement, Coaching, Analysis, Business Analysis, Business Management, Creative Problem Solving, Training, Call Centers, Risk Management, Compliance, Management, Customer Service, SAS, Auditing, OS X, Employee Training, Banking
Education
Thomas Jefferson School of Law
Master of Laws (LLM), Compliance and Risk Management
American Bankers Association
National Compliance School
University of Phoenix
Bachelor's degree, Business Management
Southwestern College
Business Management
Tata Consultancy Services (First Niagara Bank) January 2014 - Present
Rural/Metro Corporation May 2014 - August 2014
Comerica Bank May 2005 - May 2014
Comerica December 2009 - January 2014
Comerica Bank December 2009 - January 2014
IBM Global Services November 2002 - April 2005
WSIB 2001 - 2002
HSBC 2000 - 2001
HSBC 2000 - 2001
Skills
Retail, Automotive, Telecommunications, Banking, Insurance, WebSpere MQ, WebSphere Message Broker, WebSphere Application..., AIX, Linux, Sun Certified Java..., MCSD, Architecture, DB2, Software Development, ERP, Production Support, Troubleshooting, Unix, Requirements Gathering, Requirements Analysis, Weblogic, Solution Architecture, XML, Java, Middleware, Websphere, Shell Scripting, Oracle, Sybase, SDLC, WebSphere MQ, Software Documentation, Testing, SOA, COBOL, Performance Tuning, Enterprise Software, Enterprise Architecture, HP-UX, Java Enterprise Edition, LDAP, JMS, Message Queue, Mainframe, Solaris, Servers, Business Analysis, Databases, Vendor Management
Education
NACIT, Toronto, ON, Canada 2002 — 2004
BS, Computers
Sri Venkateswara University 1984 — 1987
B.Comm, ICAI & ICWAI
Adopt A Family May 2014 - Present
Women Of Courage, Inc. May 2012 - Present
The Salvation Army November 2011 - Present
City of Wilmington Parks & Recreation June 2015 - August 2015
Academia Alonso Charter School January 2015 - June 2015
Barclaycard US March 2014 - December 2014
Brian House May 2013 - December 2013
Mosaic July 2012 - May 2013
The Salvation Army November 2011 - May 2013
HSBC October 1998 - September 2010
Skills
Customer Service, Data Entry, Microsoft Office, Nonprofits, Community Outreach, PowerPoint, Microsoft Word, Fundraising, Microsoft Excel, Event Planning, Public Speaking, Outlook, Time Management, Volunteer Management, Telephone Skills, Leadership, Team-oriented, Courage, Motivational Speaking, Highly motivated..., Great communications..., Team Leadership, Goal Oriented, Listening to customers, Multi Tasking, Diversity Training, Customer Experience, Program Development, Social Services, Staff Development, Social Networking, Supervisory Skills, Community Organizing, Community Development, Event Management, Program Evaluation, Training, Customer Satisfaction, Conflict Resolution
Education
Springfield College 2010 — 2013
Bachelor's degree, Human Services, General, Complete
Howard High School of Technology 1993 — 1997
diploma, Cosmetology/Cosmetologist, General
Capital One April 2015 - Present
Capital One November 2013 - Present
Capital One May 2012 - November 2013
HSBC February 2012 - May 2012
HSBC August 2010 - February 2012
HSBC December 2007 - July 2010
Skills
Project Management, Program Management, Risk Management, Process Improvement, Business Process..., Stakeholder Management, Credit Cards, Financial Services, Project Portfolio..., Project Delivery, Call Centers, Analytics, Banking, Business Analysis, Vendor Management
Education
Southern Oregon University 1998 — 2004
Communications, Journalism, Journalism, Geology, Computer Science
Valley Catholic High School 1994 — 1998
High School Diploma
Trinity Tax & Financial Solutions Inc February 2014 - January 2015
AliceChenCPA Firm September 2013 - February 2014
Accountemps September 2013 - January 2014
Beijing Huizhi Accounting Firm January 2012 - May 2012
HSBC September 2011 - October 2011
KPMG June 2011 - August 2011
Skills
Auditing, Accounting, Federal & State Income..., US GAAP, QuickBooks, Financial Analysis, Accounts Receivable, Microsoft Office, Account Reconciliation, Sage MA S500, SAP Business One, Excel Pivot, Income Tax, IFRS, Financial Reporting, Oracle Discoverer
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master's degree
Southwestern University of Finance and Economics 2008 — 2012
Bachelor's degree
Sun Life Financial April 2010 - Present
HSBC April 1998 - February 2010
Skills
Wealth Management, Mutual Funds, Wealth, Retirement Planning, Retirement, Critical Illness, Strategic Financial..., Financial Analysis, Finance, Life Insurance, Group Insurance, Debt Elimination, Financial Services, Relationship Management, Financial Planning, Investments, Portfolio Management, Financial Advisory
Education
St. Clair College 1988 — 1991
Marketing
University at Albany August 2013 - Present
B&Q June 2014 - August 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - August 2013
HSBC May 2012 - July 2012
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Statistics, SPSS, Microsoft Word, Microsoft Excel, Matlab, Teaching, Data Analysis, Social Media, Community Outreach, Qualitative Research
Education
State University of New York at Albany 2013 — 2015
Bachelor's Degree, Accounting
Southwestern University of Finance and Economics 2011 — 2013
Bachelor's Degree, Accounting and Business/Management, 3.77
State University of New York at Albany
Capital One 2014 - Present
Capital One 2012 - 2014
HSBC Card Services 2009 - 2012
HSBC 2006 - 2009
HSBC 2004 - 2006
Computer Exchange 2002 - 2004
Skills
Business Analysis, Banking, Leadership, Process Improvement, Call Centers, Vendor Management, Microsoft Excel, Program Management, Customer Service, Risk Management, Management, Microsoft Office, Analysis
Education
St. Cloud State University
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
Underwriters Laboratories Inc October 2014 - April 2015
GE Capital December 2013 - October 2014
SunEdison June 2013 - November 2013
Kraft Foods/Mondelez September 2012 - December 2012
HSBC October 2007 - June 2012
HSBC September 2002 - October 2007
SunGard December 2001 - August 2002
Comdisco February 2000 - December 2001
Alltel Wireless January 1997 - June 1999
360 Communications January 1995 - January 1997
Skills
Intercompany Accounts, Financial Analysis, Financial Statement..., Payroll Account..., journal entry review, System Development, Business Process..., Business Process, Regulatory Filings, Physical Inventory, High-Dollar Negotiations, Product Development, Product Management, Marketing Research, Strategic Pricing, Hiring Personnel, Managing Offshore Teams, Expense Allocation, Receivables Management, Microsoft Excel, Microsoft Word, PeopleSoft, Personnel Management, Personnel Evaluation, Technical Systems..., Sales Team Support, General Ledger Analysis, Accounting, Account Reconciliation, General Ledger, Sales, Management, Financial Reporting, Technical Systems, Training, Financial Statements, SAP, Journal Entries, Sarbanes-Oxley, Carve-outs, Process Improvement, Analysis, Auditing, Pricing Strategy, Sarbanes-Oxley Act
Education
St. Joseph's College (IN) 1980 — 1984
B.S., Accounting and Computer Science
Market Axess May 2015 - Present
Societe Generale Corporate & Investment Banking November 2005 - May 2015
Societe Generale Corporate & Investment Banking April 1997 - November 2005
Societe Generale Corporate & Investment Banking October 1996 - March 1998
Societe Generale Corporate & Investment Banking December 1994 - October 1996
HSBC October 1993 - December 1994
Skills
Investment Banking, Hedge Funds, Fixed Income, Derivatives, Equities, Market Risk, Risk Management, Credit Risk, Capital Markets, Auditing, Financial Markets, Equity Derivatives, Options, Alternative Investments, Treasury, Commodity, Structured Products
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1992
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1982 — 1987
BS, Accounting
Bishop Ford 1979 — 1982
HSBC April 2012 - Present
HSBC April 2011 - April 2012
HSBC October 2009 - April 2011
HSBC July 2005 - October 2009
M&T Bank June 2003 - August 2005
Citi July 2001 - June 2003
Skills
Risk Management, Operational Risk..., Credit Risk, AML, Anti Money Laundering, Management, Credit Analysis, Reporting & Analysis, Project Management, Portfolio Management, Operational Risk, Financial Risk, Analysis, Banking, Credit, Business Analysis, Strategy, Financial Analysis
Education
SUNY at Buffalo 1999 — 2001
Bachelor of Arts (B.A.), Geography
St. Lawrence University 1997 — 1998
Credit Suisse August 2015 - Present
HSBC September 2014 - August 2015
HSBC 2012 - September 2014
Credit Suisse 2010 - 2012
Hathersage Capital Management LLC 2008 - 2009
Barclays Capital 2004 - 2008
M. Safra & Co. 2003 - 2004
Skills
Fixed Income, FX Options, Capital Markets, Equities, Hedge Funds, Trading, Series 7, Asset Management, Risk Management, Credit, Settlement, Finance, Financial Risk, Options, Prime Brokerage, Back Office, Bonds, Derivatives, Bloomberg, Securities
Education
Dowling College 2008 — 2010
MBA, Corporate Finance
Springfield College 1999 — 2003
BA, Finance, Economics
J.P. Morgan March 2008 - Present
Bear Stearns July 2007 - March 2008
Wall St. Training June 2006 - January 2007
HSBC January 2006 - May 2006
Skills
Prime Brokerage, Equities, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Series 7, Securities, Options, Financial Markets, Finance, Relationship Management, Hedging
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Finance
Monsignor Farrell High School 1998 — 2002
NBT Bank September 2006 - Present
HSBC October 1988 - September 2006
Skills
Banking, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Financial Analysis, Business Development, Loans, Portfolio Management, Credit Risk, Mortgage Lending, Underwriting, Commercial Mortgages, Lines Of Credit, Finance
Education
St. Lawrence University 1983 — 1987
BA, Economics & History
HSBC November 2014 - Present
HSBC August 2013 - November 2014
HSBC July 2012 - August 2013
HSBC July 2010 - July 2012
Saint Francis University August 2009 - May 2010
Raymond James Financial Inc. June 2009 - August 2009
Skills
Banking, Time Management, Leadership, Project Management, Communication, Customer Experience, Microsoft Office, Microsoft Excel, Organizational Culture, Culture Change, Strategy, Customer Service, Management, Organizational..., Financial Analysis
Education
St. Francis University 2006 — 2010
BS, Finance, Management
HSBC June 2014 - Present
University at Buffalo October 2012 - December 2013
University at Buffalo's Alumni Arena September 2011 - March 2013
Education
State University of New York at Buffalo 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Business Administration and Management, General
State University of New York at Buffalo 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduate
TCS Education System April 2013 - Present
First American Bank December 2011 - April 2013
Baytree National Bank & Trust Co. April 2011 - December 2011
HSBC April 2008 - March 2011
Skills
Banking, Customer Service, Process Improvement, Time Management, Leadership, Mathematics, Access, Microsoft Excel, CampusVue, ImageNow, SPSS, Microsoft CRM, Salesforce.com, Data Management, SAS Base
Education
St. John Fisher College 2008 — 2010
Management, Finance
University of Illinois at Chicago
Educational Research Methodology Certificate, Mathematics and Statistics
HSBC October 2007 - Present
Tata Consultancy Services September 2002 - January 2007
De Lage Landen 2007 - 2007
Target 2003 - 2007
Satyam Computer Services August 2000 - January 2001
GE India Technology Center 2001 - 2001
Geometric Software Solutions March 1998 - August 2000
Voltas Limited 1997 - 1998
Skills
EAI, Integration, Websphere, SOA, J2EE, ESB, WebSphere Message Broker, Enterprise Architecture, WebSphere Application..., Java Enterprise Edition, Unix, Servlets, Weblogic, WebSphere MQ, XML, Agile Methodologies, EJB, Oracle, Solution Architecture, Business Process, Business Process Design, Tomcat, PL/SQL, JSP, Pre-sales, IT Strategy, Web Services, JMS, Struts, Swing, Hibernate, Spring, DB2, SDLC, J2EE Application..., C++, WebSphere
Education
Sri Venkateswara University 1993 — 1997
B. Tech, Mechanical Engineering
Rishi Valley School 1990 — 1992
ISC
Bank of America January 2009 - Present
Merrill Lynch June 2008 - Present
Merrill Lynch January 2006 - June 2008
HSBC 2004 - 2005
Education
St. John's University School of Law 2003 — 2007
Meritain Health October 2011 - Present
Citi Markets & Banking July 2007 - October 2011
Nicholas Buccieri CPA January 2007 - June 2007
HSBC September 2005 - December 2006
Skills
Bloomberg, Banking, Fixed Income, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Credit, Credit Analysis, Commercial Banking, Cash Management, Essbase, Retail Banking, Investments
Education
St. John Fisher College 2001 — 2005
BS, Business Mgmt.
First Niagara Bank May 2012 - Present
HSBC December 2010 - May 2012
HSBC 2007 - 2010
Skills
Credit, Banking, Financial Analysis, Finance, Strategic Planning, Mortgage Lending, Team Building, Customer Service, Project Management, Budgets, Vendor Management, Business Strategy, Process Improvement, Marketing, Business Development, Cross-functional Team..., Sales Management, Training
Education
St. Francis University 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Santander Investment Securities Inc September 2014 - Present
HSBC February 2012 - Present
HSBC Securities June 2010 - February 2012
HSBC Securities September 2009 - June 2010
HSBC Securities August 2008 - September 2009
Ivy Asset Management October 2007 - July 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Advisory, Client Development
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
M.S., Public Accounting
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
B.S., Accounting
HSBC Bank USA N.A> August 2012 - Present
HSBC Bank USA, National Association July 2007 - August 2012
HSBC January 2000 - July 2007
Republic National Bank of New York 1991 - December 2000
Republic National Bank April 1987 - 1991
European American Bank and Trust Company April 1980 - April 1987
Skills
AML, Banking, Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Fixed Income, Investment Banking, KYC, Loans, Management, OFAC, Private Banking, Risk Management, Securities, Anti Money Laundering
Education
St. John's University 1980 — 1983
Masters Degree, International Finance
Saint John's University 1976 — 1980
Accounting and Finance
HSBC June 2008 - June 2011
Citco July 2007 - April 2008
HSBC 2004 - 2007
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
Finance
KeyBank April 2008 - Present
KeyBank 2007 - 2008
Wells Fargo 2007 - 2008
Mortgage IT 2006 - 2007
HSBC May 2000 - July 2006
HSBC 1992 - 2000
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Residential Mortgages, FHA, VA loans, Loans, Refinance, FHA financing, Credit, Real Estate, Underwriting, Banking, USDA, First Time Home Buyers, Mortgage Underwriting, Investment Properties, Home Equity Loans, Government Loans, Reverse Mortgages, Credit Analysis, Home Equity Lines of..., Sales, Construction Loans, Investments, Commercial Lending, Loss Mitigation, Consumer Lending
Education
St. John Fisher College
Capital One April 2013 - Present
HSBC March 2012 - April 2013
Astoria Federal Savings September 2007 - March 2012
Astoria Federal Savings March 2006 - September 2007
North Fork Bank July 2003 - March 2006
GreenPoint Bank July 2002 - July 2003
Skills
Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Banking, Retail Banking, Cross Selling, Relationship Management, Cash Management, Portfolio Management, Loan Origination, Commercial Mortgages, Deposits, Branch Banking, Finance, Lines Of Credit, Branch Management, Merchant Services, Core Banking, SBA, Business Relationship..., Mutual Funds, Financial Services, Credit Risk, Financial Analysis, Asset Based Lending, Banking Relationships, Customer Service, KYC, Refinance, Trade Finance, Treasury Management
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Valley Stream Central 1995 — 1998
HSBC January 2012 - Present
HSBC January 2008 - December 2011
HSBC October 2004 - December 2007
HSBC January 2001 - September 2004
Greenwin Property Management Inc. January 2000 - December 2000
Brookfield Asset Management March 1998 - December 1999
LESE Financial Corporation January 1996 - February 1998
J. E. McKinney Realty April 1994 - December 1995
Skills
Corporate Real Estate, Real Estate, Commercial Real Estate, Portfolio Management, Property Management, Strategic Planning, Facilities Management, Tenant, Property, Leases, Real Estate Transactions, Financial Modeling, Financial Analysis, Location Intelligence, Investment Properties, Negotiation, Real Estate Development, Asset Managment, Investments, Portfolio Optimization, Divestitures, Real Estate Due..., Lease Negotiations, Lease Administration, Real Estate Advisory..., Real Estate Economics, Due Diligence, Real Estate Financing, Management, Mortgage Lending, Brokerage, Valuation, Contract Negotiation
Education
St. Lawrence College 1993 — 1994
Business, Real Estate
Field of Play Learning September 2015 - Present
Toronto 2015 Pan/Parapan American Games Organizing Committee April 2014 - August 2015
DB Schenker March 2011 - April 2014
Fraser Milner Casgrain LLP July 2010 - March 2011
VANOC - Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games December 2008 - March 2010
RSA June 2008 - October 2008
Royal LePage January 2008 - June 2008
HSBC September 2007 - January 2008
CIBC May 2005 - July 2007
Skills
Microsoft Excel, Microsoft Word, Captivate, Instructional Design, Program Management, Training, E-Learning, Needs Analysis, Learning Management..., Management, Training Delivery, Leadership, Technical Training, Workshop Facilitation, Adult Education, Team Building, Lectora, Call Centers, Organizational..., Employee Training, Coaching, Blended Learning, Strategic Planning, Performance Improvement, Business Analysis, SharePoint, Leadership Development, Staff Development, Knowledge Management, Training Needs Analysis, Training Facilitation, Process Improvement, Security, Business Process..., Talent Management, Performance Management, Change Management, Instructor-led Training, Management Development, Employee Engagement, Project Planning, Organizational..., Administration, Team Leadership, Organizational Learning, Learning Management, Career Development, Conflict Resolution, Organizational Design, Soft Skills
Education
VitalSmarts 2013 — 2013
Crucial Conversations Certificate, Organizational Leadership
Forum Corporation of North America 2007 — 2007
Certificate, Soft Skills
Langevin Learning Services 2007 — 2007
Certificate, Adult Learning
June 2007Langevin Learning Service
YYZ New Group Toronto 2006 — 2006
Certificate, Adobe Captivate 2.0
Lagevin Learning Services 2005 — 2005
Certificate, Adult Learning
Trebas Institute 1996 — 1998
Diploma, Multimedia Technology
Feb 2006YYZ New Group
June 2005Langevin Learning Service
St. Francis Xavier University
Adult Education
Capital One March 2013 - Present
HSBC May 2004 - March 2013
Citi Group September 2003 - April 2004
Convergys September 2000 - September 2003
Micro Computer Associates April 1993 - September 2000
Skills
Requirements Gathering, Requirements Analysis, PMO, SDLC, Credit Cards, Business Analysis, Business Requirements, Software Project..., PMP, Project Management, Project Planning, Project Plans, Quality Assurance, Software Quality..., Software Quality..., Systems Analysis, Risk Management, Large Systems..., Software Development, Web Development, Web Design, Test Automation, Resource Management, Project Cost, Program Management, Process Improvement, Performance Testing, Load Testing, Web Testing, ASP.NET, Java, JavaScript, C++, VB.NET, VBScript, Visual Basic, Visual Studio, SQL, Microsoft SQL Server, Oracle, Oracle Developer 2000, SharePoint, AlarmPoint, Clarity, Quality Center, HP Performance Center, Mercury QuickTest Pro, Microsoft Office, COBOL, MS Project
Education
Sri Venkateswara University 1991 — 1993
Master of Technology (MTech), Computer Science, Distinction
State Street October 2014 - Present
JPMorgan June 2011 - July 2014
HSBC 2009 - 2011
J.P. Morgan 2000 - 2009
Deutsche Bank 1998 - 2000
DZ Bank 1997 - 1998
Skills
Fixed Income, Banking, Financial Institutions, Market Risk, Investments, Derivatives, Asset Managment, Capital Markets, Equities, Foreign Exchange, Investment Banking, Corporate Law, Asset Management, Hedge Funds, Insurance, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
JP Morgan July 2007 - December 2009
HSBC 2005 - 2007
Black River Asset Management 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 2001 - 2002
III Advisors 1995 - 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Proprietary Trading, Sales Management, Regulatory Policy, Trading, Securities, Interest Rate..., Portfolio Management, Capital Markets, Financial Modeling, Structured Products, Investments, Investment Banking, MBS, Bloomberg, Equity Derivatives, Equities, Electronic Trading, Alternative Investments, Series 7, Credit Derivatives, Financial Markets, Trading Systems, FX Options, Hedging, Swaps, Equity Trading, Prime Brokerage, Structured Finance
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
BS, Marketing / Bus Admin
Floral Park
McAfee October 2014 - Present
McAfee March 2006 - September 2014
HSBC March 2002 - February 2006
Skills
Enterprise Software, CRM, Business Analysis, Channel Partners, Cloud Computing, Vendor Management, Business Intelligence, Cross-functional Team..., Team Management, Sales Enablement, Business Development
Education
Symbiosis Centre for Distant Learning 2002 — 2004
PGDBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2000
Bachelor of Commerce (B.Com.), Finance, Costing
HSBC Bank December 1980 - Present
HSBC 1980 - Present
Touche Ross August 1976 - December 1980
Education
St. John's University, The Peter J. Tobin College of Business 1972 — 1976
BS, Accounting
HSBC July 2013 - Present
Citco Fund Services October 2012 - July 2013
Credit Suisse April 2010 - October 2012
Credit Suisse September 2008 - April 2010
Skills
Bonds, Derivatives, Fixed Income, Middle Office, Options, Repos, Trading, Prime Brokerage, Collateral Management, Counterparty Risk, Securities, Bloomberg
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
HSBC November 2008 - Present
Merrill Lynch March 2008 - July 2008
Cloudview Capital February 2007 - November 2007
Norodin February 2006 - February 2007
Bank of America September 2004 - February 2006
J.P. Morgan 1994 - September 2004
Chemical Bank (JP Morgan Chase) 1994 - 2004
Skills
Derivatives, Basis Swaps, FX, NDFs, FXO, EM Derivatives, Currency Futures, US Treasuries, OTC Clearing, Product Control, Market Pricing, Building Relationships, Credit Derivatives, Trading, Interest Rate..., Fixed Income, Stable Value
Education
St. Francis College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Capital One March 2013 - Present
HSBC July 2000 - March 2013
Skills
Business Analysis, Data Warehousing, DB2, SDLC, Project Delivery, Enterprise Architecture, Solaris, Finance, ETL, Data Architecture, Business Intelligence, Database Design, Software Project..., Oracle, Requirements Analysis, Data Warehouse..., Database Administration, Oracle RAC, Data Migration, Unix, Data Modeling
Education
Sri Venkateswara University 1989 — 1993
B.Tech, Electronics
Delhaize America April 2014 - Present
Fifth Third Bank January 2010 - January 2014
Caterpillar Logistics Inc. August 2013 - December 2013
HSBC March 2005 - April 2009
Skills
Credit, Loans, Mortgage Banking, Retail Banking, Relationship Management, Residential Mortgages, Credit Cards, Consumer Lending, Small Business Lending, Loan Origination, Strategic Planning, Cross Selling, Business Analysis, Process Improvement, Customer Service, Sales, Coaching, Banking, Credit Analysis, Underwriting, Strategic Financial..., Mortgage Underwriting, Leadership, Financial Analysis, Branch Management, Refinance, Business Development, Mortgage Lending, Analysis, Commercial Lending, Cross-functional Team..., Financial Services, Finance, Management, Training, Strategy, Supply Chain Management, Project Management, Business Process..., Operations Management, Supply Chain, Microsoft Excel, Six Sigma, Commercial Banking, Credit Risk
Education
North Carolina State University 2010 — 2013
MBA, Supply Chain Management and Services Management & Consulting
Spelman College 1997 — 2001
BA, Economics
Pointbank January 2015 - Present
Pointbank May 2009 - January 2015
HSBC February 2004 - April 2009
Skills
Mortgage Lending, Banking, Loans, Credit, Commercial Banking, Relationship Management, Retail Banking, Consumer Lending, Credit Analysis, Commercial Lending, Insurance, Portfolio Management, Underwriting, Strategic Financial..., Building Relationships, Loan Origination, Sales, Deposits
Education
Southwestern Oklahoma State University
Capital One March 2013 - Present
HSBC 2007 - March 2013
HSBC January 2006 - November 2007
Bank of America April 2005 - December 2006
Skills
Risk Management, Banking, Financial Risk, Information Security, Management, Financial Services, Credit Cards, Analysis, SDLC, Vendor Management
Education
Southern Oregon University 1991 — 1993
Bachelor of Science, Accounting
SDG Corporation July 2007 - Present
Tyco International 2007 - 2009
HSBC 2006 - 2007
SunTrust Bank 2005 - 2006
Hewlett-Packard 2003 - 2004
Polaris Software Lab 1999 - 2003
Skills
Requirements Analysis, Test Automation, Testing, SDLC, Quality Center, LoadRunner
Education
Sri Venkateswara University 1992 — 1995
BSc, Mathematics, Physics, Chemistry
Ratnam Residential college 1990 — 1992
Intermediate, Mathematics, Physics, Chemistry
Vidhyabharathi High School 1987 — 1990
HSBC March 2015 - Present
HSBC October 2013 - March 2015
HSBC March 2010 - October 2013
TSYS June 2007 - March 2008
HSBC August 2004 - June 2007
Skills
Requirements Gathering, User Acceptance Testing, Requirements Analysis, Credit Cards, Mainframe, SAS programming, SMg3, SharePoint, Microsoft Office, Visio, System Integration..., Executive Reporting, Capacity Planning, Risk Management, Business Analysis, Testing, Process Improvement, Business Requirements, Systems Analysis, Banking, Project Management, SDLC
Education
University of Colorado at Colorado Springs 2008 — 2009
MBA, Business Administration and Management, General
Saint Lawrence University 2000 — 2004
Bachelor of Science (B.S.), Mathematics and Fine Arts
TransUnion LLC January 2012 - Present
HSBC September 2006 - September 2011
HSBC 2000 - 2006
Acxiom 1998 - 2000
First Card 1995 - 1998
Skills
Disaster Recovery, Storage, Data Center, SAN, Enterprise Storage, Infrastructure, z/OS, Mainframe, System Administration, HDS, Symmetrix, Management, IT Management, Enterprise Architecture, Operating Systems, Business Continuity, High Availability, Servers, Storage Area Networks, IBM Mainframe, Visio, Technical Support, DB2, Windows Server, ITIL, MVS, Replication, IT Operations, Data Migration, Solution Architecture, Unix, Solaris, AIX, Virtualization, Hyper-V
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Accounting
First Niagara Bank March 2012 - Present
The Schwartz Group Inc. May 2011 - March 2012
American Coradius International, LLC (ACI) March 2011 - May 2011
NCO Financial Systems June 2009 - March 2011
Camp Good Days & Special Times January 2009 - May 2009
HSBC May 2008 - August 2008
Skills
Banking, Financial Analysis, Finance, Credit, Credit Analysis, Loans, Credit Risk, Accounts Receivable, Insurance, Risk Management, Call Centers, Financial Reporting, FDCPA, Call Center, Mortgage Lending, Debt Restructuring, Skip Tracing, MIS, Sales Management, Sales Operations, Team Leadership, Cross-functional Team..., Lead Generation, Training, Training Delivery, Sales Presentations, Vendor Management, Microsoft Office
Education
Saint John Fisher College 2005 — 2009
Bachelors, Business Mangement/Finance/Economics
HSBC May 2000 - Present
Education
Sri Krishnadevaraya University 1993 — 1997
BTech, Electronics and Communications
Optimum Energy April 2008 - January 2014
HSBC 2005 - 2008
Trane 2003 - 2005
Skills
Energy Conservation, Sales, Entrepreneurship, Contract Negotiation, Building Automation, Energy Management, New Business Development, Account Management, Sales Management, Energy Audits, Negotiation, Marketing Strategy, Energy Efficiency, Sales Presentations, Engineering, Direct Sales, Solution Selling, Contract Management, LEED, Team Building, Facilities Management, Energy Services, Sales Process, Project Management, Salesforce.com, Strategic Planning, Building Management..., Product Marketing, Renewable Energy, HVAC, Sustainability, Budgets, Air Conditioning, B2B, HVAC Controls, Start-ups, Lead Generation, Business Strategy, Cold Calling, SaaS, Strategic Partnerships, Refrigeration, Construction, Demand Response, Sustainable Energy, Selling, Energy, Marketing, Business Planning, Business Development
Education
St. John's University, The Peter J. Tobin College of Business
Ciena November 2012 - Present
University of Maryland May 2011 - September 2012
Bank of Communications January 2010 - March 2010
HSBC July 2009 - September 2009
Skills
Eviews, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equity Research, Mandarin, Microsoft Office, Microsoft Excel, Data Analysis, Chinese, Matlab, Salesforce.com, Oracle E-Business Suite, Financial Reporting, Strategic Financial..., Financial Forecasting, M&A analysis, ThomsonOne, Oracle, Economics
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master, Finance, 3.8
Southwestern University of Finance and Economics 2006 — 2010
Bachelor's degree, Finance, General
Gaoxin No.1 High School
Gaoxin No.1 High School
HSBC Retail Banking and Wealth Management August 2013 - Present
HSBC December 2011 - Present
IDB Bank July 2010 - December 2011
Wells Fargo August 2007 - July 2010
HSBC October 2005 - August 2007
Skills
Credit, Business Development, Banking, Commercial Lending, Private Banking, Finance, Cash Management, Management, Securities, Portfolio Management, Financial Services, Commercial Banking, Retail Banking, Credit Analysis, Loans, Relationship Management, Mortgage Lending, Wealth Management, Small Business Lending, Lines Of Credit, Credit Risk, Consumer Lending, Cross Selling
Education
St. John's University 1999 — 2002
Bachelor of Science, Finance
St. John's University 1999 — 2002
Bachelor's degree, Finance and Financial Management Services
First National Bank of Steeleville August 2008 - Present
Steeleville, IL Chamber of Commerce January 2009 - December 2014
Randolph County Bankers Federation February 2011 - March 2013
Bank of America 2007 - 2008
HSBC 2002 - 2007
Skills
Loans, Banking, Mortgage Lending, Portfolio Management, Retail Banking, Credit, Commercial Lending, Credit Analysis, Small Business Lending, Loan Origination, Credit Risk, Mortgage Banking, Branch Banking, Financial Analysis, Management, Consumer Lending
Education
Graduate School of Banking-Madison, WI 2011 — 2013
Banking
Hickey Business College 2000 — 2002
Accounting
Southwestern Illinois College 1998 — 2000
Business Administration
HSBC November 2012 - Present
HSBC Global Technology November 2012 - Present
HSBC Global Technology September 2011 - October 2012
HSBC Global Technology November 2009 - August 2011
Polaris Consulting & Services Ltd February 2007 - October 2009
Skills
HDFS, Yarn, Map Reduce, Hive, Apache Kafka, Apache Storm, HBase, Apache ZooKeeper, Nagios, Ganglia, Ambari, Hadoop Administration, Hadoop, Unix, Linux System..., Performance Tuning, Cluster, Scoop, Flume, SQL, MySQL, Oozie, PIG
Education
Sri Krishnadevaraya University 2003 — 2006
Bachelor's Degree, Computer Science
Race Auto Group February 2015 - Present
Race Auto Group February 2015 - Present
B2B Bank April 2011 - November 2014
Xceed Mortgage Corporation November 2008 - September 2010
HSBC 2005 - 2006
Skills
Debt Consolidation, Credit Analysis, Investments, Commercial Mortgages, Loans, Banking, Consumer Lending, Refinance, Real Estate, Management, Residential Mortgages, Credit, Mortgage Lending, First Time Home Buyers, Mortgage Underwriting, Business Development, Certified Mortgage..., Finance, Financial Services, Investment Properties
Education
St. Francis Xavier University 1990 — 2005
Bachelor of Arts (B.A.), Psychology
HSBC analystinland steel company1984 - 1997
Education
St. Joseph's College (IN) 1980 — 1984
BS, Computer Science
East Chicago Central High School 1975 — 1980
3closets.com March 2012 - June 2012
HSBC February 2009 - April 2011
HSBC September 2008 - February 2009
Goldman Sachs June 2006 - June 2007
Skills
Financial Analysis, Fashion Buying, Curating, Banking, Credit, Commercial Banking, Loans, Risk Management, Credit Analysis, Business Analysis, Credit Risk, Commercial Lending, Presentation Development, Relationship Management, Client Development, Client Presentation, Capital Markets
Education
Instituto Europea di Design (IED) 2011 — 2011
Fashion Marketing, Fashion Merchandising
Sri Bhagawan Mahaveer Jain College 2003 — 2006
Bachelor of Business Management (BBM), Finance, General
HSBC July 2013 - Present
Milman Labuda Law Group PLLC September 2011 - July 2013
Laytin Verner LLP August 2010 - August 2011
Milberg LLP June 2010 - August 2010
U.S. Department of Labor June 2009 - August 2009
Dewey & LeBoeuf LLP January 2008 - August 2008
Skills
Employment Law, Labor Law, Legal Writing, CFTC, DFA, Reporting, Dodd-Frank, Financial Regulation, Legal Assistance, Securities Regulation
Education
St. John's University School of Law 2008 — 2011
J.D., Law
Queens College, City University of New York 2004 — 2008
Bachelor of Arts, History and Business; History
AmeriServ Financial Bank September 2015 - Present
PNC Bank March 2014 - August 2015
First Commonwealth Bank March 2011 - February 2014
First Commonwealth Bank February 2008 - March 2011
HSBC January 2002 - April 2007
Household International November 2000 - December 2001
Skills
Commercial Banking, Credit, Banking, Loans, Small Business, Sales, Leadership, Underwriting, Sales Management, Sales Process, Credit Analysis, Commercial Lending, Mortgage Lending, Small Business Lending, Financial Analysis, Wealth Management, Strategic Financial..., Risk Management, Finance, Consumer Lending
Education
St. Francis University 1991 — 1996
BA
HSBC September 2009 - Present
Skills
Management, Microsoft Office, Project Management, Microsoft Excel, Risk Management, Microsoft Word, Strategic Planning, Process Improvement, Banking, Customer Service, Loans, Finance, Mortgage Lending, Operations Management, Financial Analysis, Financial Services, Real Estate, Negotiation, Business Strategy, Leadership, Sales, Credit Analysis, Portfolio Management, Analysis, Due Diligence, Asset Management, Mortgage Banking, Business Analysis
Education
Southwest Florida College 2009 — 2011
Bachelor's degree, Criminal Justice/Police Science
Integra Realty Resources - Syracuse February 2013 - Present
Pomeroy Appraisal Associates, Inc. December 2001 - February 2013
HSBC 1989 - 1991
Skills
REO, Foreclosures, Condos, Real Estate, Short Sales, Appraisals, Single Family Homes, Investment Properties, Sellers, Investors, Residential Homes, First Time Home Buyers, Relocation, FHA, Real Estate Transactions
Education
St. John Fisher College 2005 — 2007
Bachelors, Business Administration
US Bank September 2013 - Present
US Bank April 2009 - September 2013
HSBC July 2006 - April 2009
ING Direct November 2004 - July 2006
Skills
Credit, Loans, Banking, Credit Analysis, Retail Banking, Mortgage Lending, Loan Origination, Cross Selling, Financial Analysis, Risk Management, Relationship Management, Residential Mortgages, Financial Services, Customer Service
Education
St. Cloud State University
Bachelor of Science (BS), Business Management
HSBC Securities November 1981 - Present
HSBC 1997 - 2008
Skills
Notary, Due Diligence, Financial Risk
Education
University of Delaware 2010 — 2011
Certified Paralegal, Legal Assistant/Paralegal
Spelman College 1977 — 1979
Computer Science
Wells Fargo August 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo January 2012 - March 2014
Synthes Spine USA January 2008 - January 2012
HSBC 2003 - 2008
Skills
Medical Devices, Strategic Planning, Lead Generation, New Business Development, Spine, Leadership, Salesforce.com, Healthcare, Business Strategy, Risk Mitigation, Hospitals, Business Finance, Strategy, Management, Business Development, Risk Management, Corporate Finance, Sales, Team Building, Process Improvement, Finance
Education
Springfield College
BS, Health and Human Resource Management
The George Washington University
MBA/Healthcare Administration, Business and Healthcare Administration
Marlborough Stirling Canada August 2009 - June 2015
Pen-Cor Mortgage and Investments 2008 - 2008
Xceed Mortgage 2007 - 2008
Accredited Home Lenders 2006 - 2007
Citifinancial Consumer Finance 2002 - 2006
HSBC 1998 - 2002
Skills
Loans, Credit, Sales Management, Banking, Business Strategy, Change Management, Team Building, Marketing Strategy, Team Leadership, Residential Mortgages, Risk Management, Insurance, Budgets, Relationship Management, Customer Service, New Business Development, Performance Management, Underwriting, Coaching, Sales, Business Development, Mortgage Lending, CRM, Finance, Negotiation, Financial Services, Management, Leadership, Business Analysis, Strategy, Strategic Planning
Education
Southwestern Oklahoma State University 1994 — 1997
B Sc, Business Administration
Excellent Praise April 2011 - Present
HSBC October 2007 - June 2008
HSBC March 2004 - October 2007
HSBC April 2002 - March 2004
Skills
Customer Retention, Training, Mortgage Lending, Customer Service, Process Improvement, Banking, Credit, Leadership Development, Management, Call Center, Coaching, Loans, PeopleSoft, Risk Management, Operations Management
Education
Southwestern Illinois College
Business Administration
Western Illinois University
Business Management
Bank of America February 2015 - Present
RBS Citizens Financial Group October 2013 - February 2015
HSBC May 2012 - September 2013
GPMG November 2011 - May 2012
Bank of America September 2006 - November 2011
Wachovia Mortgage Corp October 2004 - October 2006
Gleason Personnel, Inc April 2003 - July 2004
ATS Money Systems, Inc February 1998 - April 2003
Skills
External Sourcing, Influencing, Managing end to end..., Banking, Talent Acquisition, Sourcing, Customer Relations, College Recruiting, Human Resources, Negotiation, Mortgage Banking, Talent Management, Relationship Management, CRM, Credit, Social Influence, Deferred Compensation, Recruiting, Management, Cold Calling, Employee Benefits, Sales, Mortgage Lending, Customer Service, Finance, Coaching, Temporary Placement
Education
Dale Carnegie 1989 — 1990
Succesfully completed Human Relations & Public Speaking as well Sales Program, Public Speaking & Sales
Slippery Rock University 1982 — 1986
Bachelor of Science, Education
Springfield College
HSBC July 2003 - April 2009
CarePlus Health Plan February 2003 - July 2003
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Cross Selling, Consumer Lending, Relationship Management, Branch Banking, AML, Deposits, Financial Advisory, KYC
Education
St. Joseph's College 2015 — 2017
Master’s Degree, Health/Health Care Administration/Management
University of Phoenix 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix 2007 — 2009
Associate of Arts (A.A.), Business
SunTrust December 2013 - October 2014
Suncoast Schools FCU 2011 - 2012
Citi February 2010 - November 2010
JPMorgan Chase March 2004 - October 2009
HSBC February 2003 - February 2004
Dreyfus June 1998 - July 2002
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Banking, Equities, Retirement, Finance, Options, Wealth Accumulation, Leadership, Life Insurance, Trading, High Net Worth..., Analysis
Education
St. Francis College 1990 — 1992
Pacific Marine Credit Union September 2012 - Present
Leap Auto Loans December 2011 - September 2012
ARS National Services July 2010 - December 2011
HSBC July 2002 - July 2010
Chase January 1995 - June 2002
Skills
Customer Service, Collections, Call Center, Accounts Receivable, Accounts Payable, Negotiation, Debt Settlement, Account Management, Credit, Banking, Mortgage Lending, Loan Servicing, Loss Mitigation, Relationship Management, Credit Analysis, Call Centers, Consumer Lending, Portfolio Management
Education
Southwestern College
Associate’s Degree, Business Administration
Suntrust Bank August 2013 - Present
IBM india August 2012 - July 2013
HSBC October 2010 - August 2012
Wipro Technologies February 2005 - September 2010
Skills
websphere MQ on Z/os, Websphere MQ..., WebSphere Message Broker, Websphere applicaton..., websphere datapower, Weblogic Administration, Integration, WebSphere, Unix
Education
Sri Venkateswara University 1997 — 2001
Bachelor's in computer science, Computer Science
Broadway 36 Realty LLC. December 2012 - Present
Broadway Export LLC. November 2012 - July 2014
HSBC January 2010 - February 2010
Skills
Microsoft Excel, Peachtree, QuickBooks, PowerPoint, Chinese, Access, CFA I-12/2013, Pass all CPA exams
Education
St. John's University 2010 — 2012
Master's degree, Accounting
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
HSBC January 2013 - Present
HSBC May 2011 - January 2013
Citibank August 2010 - March 2011
Washington Mutual August 2008 - November 2008
Ocean Bank July 2008 - August 2008
American Express October 2007 - July 2008
Skills
Legal, Training Facilitation, Management, Training Programme..., AML, Suspicious Activity..., Risk Management, Anti Money Laundering, Banking, Operational Risk, Due Diligence, KYC, Fraud, Retail Banking, Financial Services, Financial Risk, Securities, Risk Assessment, Investment Banking, OFAC, Leadership, Bank Secrecy Act
Education
Southwestern University School of Law 2004 — 2006
Doctor of Law (J.D.), Law
University of Miami 2000 — 2002
Bachelor of Science (B.S.), Communication
Graphic Controls November 2013 - Present
HSBC 2007 - 2012
IBM 2006 - 2007
HMX Tailored 1999 - 2004
Eastman Kodak January 1985 - January 1998
Skills
Visio, CA7, TWS, Microsoft Office, COBOL, CICS, SAS programming, JCL
Education
St. Lawrence University
Bachelor of Science (BS), Mathematics
HSBC April 2012 - Present
Skills
Risk Management, Process Improvement, Business Analysis, Financial Risk, Business Process..., Vendor Management, Microsoft Office, Banking, Management, Leadership
Education
University of Phoenix
Master of Business Administration (MBA)
St. John's University
Bachelor's degree, Finance, General
Wells Fargo September 2013 - Present
HSBC 2008 - 2011
Eagle Home Mortgage October 2005 - October 2008
Skills
Databases, Data Analysis, Critical Thinking, Incident Management, Compliance, SOX Compliancy, Pipeline Management, Leading Meetings, Managing Deadlines, Business Process..., SharePoint, Requirements Gathering, Project Coordination, Banking, Credit, Mortgage Lending, Financial Risk, Portfolio Management, Leadership, Financial Analysis
Education
Southern Oregon University 2002 — 2004
Theatre and English
Sherwood High School 1998 — 2002
Diploma, Theatre and English
HSBC October 2012 - Present
Robotti & Company June 2011 - October 2012
Natixis June 2005 - March 2011
ESN North America March 1999 - June 2005
Citibank October 1997 - March 1999
Tucker Anthony INC September 1995 - October 1997
Education
St. John's University 1981 — 1986
Bachelor of Science (B.S.), Business Management and Economics
St. Peter's Boys High School 1977 — 1981
High School Diploma