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 Bank Canada July 2013 - Present
HSBC November 2006 - July 2013
Skills
Customer Service, Social Media, Strategic Planning, Sales Management, Customer Satisfaction, Social Media Marketing, Marketing, Risk Management, Portfolio Management, Leadership, Finance, Financial Services, Banking, Investments
Education
St. Thomas University (CA)
U.S. Army April 1987 - Present
US Army Training and Docrine Command (TRADOC-TRISA) February 2012 - Present
US Army-Army Capabilities Integration Center (ARCIC) September 2009 - February 2012
US Army May 2008 - September 2009
Breakwater Mortgage Corp January 2004 - April 2007
HSBC February 1997 - February 2004
US Army April 1987 - September 2002
Skills
Security Clearance, Army, Military Operations, Military, Command, Operational Planning, Military Experience, DoD, National Security, Defense, Top Secret, Information Assurance, Government Contracting, Government, Security, Program Management, Leadership, Leadership Development, Logistics Management, Analysis, Counterterrorism, Force Protection, Strategic Planning, Weapons, Strategy
Education
Army War College 2009 — 2011
Master's Degree, Military Strategic Studies, General
University of Phoenix 2005 — 2008
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.71
University of South Florida 1984 — 1986
Bachelor's Degree, Marketing/Marketing Management, General/Business ED, 3.1
University of Florida 1981 — 1983
General Studies
St. Petersburg College 1978 — 1980
General Studies
Attitude Asia ltd. June 2012 - Present
GULF VISION REAL ESTATE July 2011 - Present
Asian Arean Real Estate August 2009 - Present
Alsafa Groups February 2012 - July 2012
HSBC September 2011 - February 2012
Elite Model Management January 2006 - April 2007
Ford Models March 2005 - October 2006
Skills
Mergers & Acquisitions, Investments, Due Diligence, Negotiation, Financial Analysis, Contract Negotiation, Finance, Real Estate, Business Strategy, Business Planning, Strategic Planning, Risk Management, Corporate Finance, Business Development, Management, Entrepreneurship, Start-ups, Budgets, Strategy, Marketing, International Business, International Business..., Real Estate Development, Commercial Real Estate, International Real..., Corporate Real Estate, Real Estate License, International Business..., Market Analysis, Valuation, Executive Management, Asset Management, Portfolio Management, Management Consulting
Education
Stanford University 2008 — 2009
Master of Business Administration (MBA), International Business/Trade/Commerce
University of Oxford 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business, Trade, and Tax Law
Karachi Grammar School
A-Levels
HSBC October 2005 - July 2008
American Electric Power February 2001 - May 2005
Wirebird Ltd February 2001 - December 2002
Ford Motor Company December 1998 - February 2001
Skills
Java, VB.NET, ASP.NET, MySQL, Microsoft SQL Server, PHP, HTML, CSS, JavaScript, jQuery, Flash, Windows Desktop..., Windows Server, System Administration, Active Directory, DHCP, Microsoft DNS, Microsoft Cluster, VMware, Cisco Technologies, Network Administration, TCP/IP, Troubleshooting, Disaster Recovery
Education
St. Petersburg College 2010 — 2013
Associate of Science (A.S.), Computer/Web Programming and Analysis, Currently 4.0
UBS August 2013 - Present
Credit Suisse December 2007 - December 2012
HSBC March 2004 - October 2007
HSBC December 2000 - March 2004
HSBC January 1996 - December 2000
HSBC October 1994 - January 1996
Pricewaterhousecoopers August 1987 - September 1994
Skills
Operational Excellence, Six Sigma, Business Process..., Business Transformation, Offshoring, Change Management, Process Improvement, Process Engineering, Banking, Program Management, Financial Services, Operational Risk, Business Analysis, Project Management, Governance, Continuous Improvement, Cross-functional Team..., Performance Improvement, Integration, Leadership, Outsourcing, Vendor Management, Strategic Planning, Analysis, Strategy, Mergers & Acquisitions, Management, Business Process, Acquisition Integration, Business Process..., Business Process Mapping, Training
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting
North American Breweries, Inc. December 2014 - Present
North American Breweries, Inc. August 2013 - November 2014
North American Breweries, Inc. February 2013 - July 2013
North American Breweries, Inc. November 2011 - January 2013
North American Breweries, Inc. April 2011 - November 2011
University at Buffalo August 2009 - May 2011
HSBC September 2010 - November 2010
Target June 2010 - August 2010
Northwestern Mutual February 2008 - January 2010
Camp Hickory Hill June 2001 - July 2008
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Forecasting, Recruiting, Microsoft Office, PowerPoint, Teamwork, Public Speaking, Analysis, Management, Sales, Pricing, Finance, Strategic Planning, Process Improvement, Budgets, Sales Management, Inventory Management, Event Planning
Education
State University of New York at Buffalo - School of Management 2009 — 2011
MBA, Finance
Hilbert College 2005 — 2009
Business Administration, Entrepreneurship, Finance, Police Management
J.P. Morgan March 2011 - Present
HSBC November 2007 - January 2011
Skills
Entrepreneurship, Communication, Data Analysis, Mortgage Banking, Risk Management, Banking, Analysis, Customer Service, Operational Risk..., Credit Risk, Negotiation, Credit
Education
St. Petersburg College 2014 — 2016
Bachelor's Degree, Business Administration w/ concentration in Banking
University of Phoenix 2008 — 2011
Associate's Degree, Psychology
HSBC June 2013 - Present
HSBC July 2011 - June 2013
Deutsche Bank April 2009 - July 2011
BMO Harris Bank (M&I Bank) May 2008 - January 2009
University of Florida Economics Department August 2006 - May 2008
University of Florida August 2006 - May 2008
Riverview High School Foundation December 2005 - May 2006
BMO Harris Bank (M&I Bank) July 2003 - August 2005
Skills
AML, OFAC, Bank Secrecy Act, Banking, USA PATRIOT Act, Financial Risk, Risk Management, Retail Banking, Microsoft Office, Fraud, Operational Risk, Management, KYC, Loans, Lotus Notes, Operational Risk..., Training, Leadership, Technical Writing, Norkom, Mantas, OS X, Securities, iWork, Anti-Money Laundering...
Education
University of Florida - Warrington College of Business Administration 2005 — 2008
Bachelor's of Science, Economics, Entrepreneurship
State College of Florida-Manatee-Sarasota 2003 — 2005
Associate of Arts, Business Administration
HSBC January 2014 - Present
Citi January 2013 - December 2013
Memorial Sloan-Kettering Cancer Center June 2012 - December 2012
International Admissions Office, SUNY at Buffalo, NY December 2011 - May 2012
Skills
Gap Analysis, BRDs, FRD, Data Analysis, Database Administration, Data Warehousing, Relational Databases, Data Mining, SQL, OLAP, SPSS, SAS E-Miner, Blog Marketing, Risk Analytics, Microsoft Excel, VB.NET, Visual Basic 5.0/6.0, Visual Studio, .NET, HTML, XML, SharePoint, Google Analytics, Google Adwords, Oracle 9i, Oracle Discoverer 10g, oracle 11g, Factor Analysis, Perceptual Mapping, Conjoint Analysis, Regression Models, Logistic Regression, Normalization, Denormalization, Database Auditing, EOQ, Project Management, MS Project, Sales Analysis, Marketing Engineering, Content Management, Web Analytics, SEO, Web Development, Systems Analysis, Use Case Analysis, C#, Oracle, VBA, Databases
Education
State University of New York at Buffalo - School of Management 2011 — 2012
Master of Science (M.S.), Management Information Systems
University of Pune 2007 — 2011
Bachelor's in Engineering, Information Technology
HSBC December 2006 - Present
Naional Association of Purchasing Card Professionals 2009 - 2014
IIMAK 2000 - 2005
API Basco 1993 - 2000
API Basco 1988 - 1993
Buffalo Transit Services 1987 - 1988
Skills
Process Improvement, Financial Reporting, Financial Analysis, Forecasting, Analysis, Business Analysis, Accounts Payable, Risk Management, Cross-functional Team..., Accounting, Finance, Financial Modeling, Strategic Financial..., Credit, Banking, Corporate Finance, Internal Controls, Corporate Card, Sarbanes-Oxley Act, Managerial Finance, Pricing, Business Process..., Auditing, Access, Strategy, Strategic Planning, Financial Accounting, Change Management, Relationship Management, Accounts Receivable, Variance Analysis, Cost Accounting, Credit Cards, Microsoft Excel, Payments, Competitive Analysis, Account Reconciliation, Business Strategy, Management, Financial Planning
Education
State University of New York at Buffalo - School of Management 2009 — 2011
EMBA, Management
SUNY Buffalo 1988 — 1993
BA, Economics
Annunciation School, Elma NY
Iroquois Central
JEDI Dreams August 2013 - September 2013
Erica Dhawan Group July 2013 - August 2013
Startup Institute June 2013 - August 2013
Nomura August 2009 - August 2009
J.P. Morgan July 2009 - July 2009
HSBC June 2009 - July 2009
SFM Capital Markets Training November 2008 - December 2008
Education
The University of Kent 2012 — 2015
BSc (Honours) Economics
Stanford University 2014 — 2014
Summer School
Lansdowne College 2011 — 2012
A-Levels
King Edward VI Handsworth School 2004 — 2011
GCSE's
HSBC August 2015 - Present
GroupM July 2013 - August 2015
Education
Cornell University 2012 — 2013
Master's, A&S - Statistical Science
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Economics, Cum Laude
Danish Institute for Study Abroad 2011 — 2011
Global Economics
High School
Salesforce January 2015 - Present
salesforce.com April 2013 - January 2015
Hotwire January 2010 - April 2013
Verizon June 2008 - September 2009
Univ of Texas at Dallas August 2007 - June 2008
HSBC August 2005 - July 2007
VESIT 2001 - 2005
Skills
Data Warehousing, ETL, Business Intelligence, Oracle, Informatica, Databases, SDLC, Microstrategy, Unix, PL/SQL, Agile Methodologies, Business Analysis, Datastage, Big Data, Performance Tuning, Python, Data Modeling, Architectures, Unix Shell Scripting, Perl, Shell Scripting, DB2, Hadoop, Data Mining, Testing, Quality Center, Hive, Apache Pig, HBase, JavaScript, CoffeeScript, JSON, Tableau, SQL, Analytics, Cloud Computing, MySQL, CRM
Education
University of California, Berkeley 2015 — 2015
Course, Machine Learning with Apache Spark
General Assembly 2014 — 2014
Data Science
The University of Texas at Dallas 2007 — 2009
Master’s Degree, Computer Sceince, 3.67
University of Mumbai 2001 — 2005
Engineer’s Degree, Electronics and Telecommunications, 3.8
St. Xavier's College 1999 — 2001
Higher Secondary School, Electrical and Electronics Engineering
HSBC March 2013 - Present
HSBC July 2011 - March 2013
University at Buffalo May 2009 - June 2011
People Inc June 2010 - August 2010
Skills
Banking, Financial Modeling, Data Analysis, Statistics, Project Management, Analysis, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Business Analysis, Public Speaking
Education
State University of New York at Buffalo - School of Management 2009 — 2011
MBA, Workforce Management
Life Designs July 2008 - Present
HSBC July 2006 - July 2008
Morgan Stanley Dean Witter July 2004 - July 2006
USAF August 1999 - August 2004
Skills
Small Business, Entrepreneurship, Corporations, Start-ups, QuickBooks, Tax Preparation, Bookkeeping, Income, Personal Finance, Strategic Financial..., Wellness, Business Coaching, Accounting, Franchising, LLC, Long-term Care, Business, Wealth, Tax, Executive Management, Public Speaking, Leadership
Education
Troy University 1995 — 1999
Bachelor's Degree, Psychology
Stark State College 2010 — 2012
Associate's Degree, Accounting
Stark State College of Technology 2010 — 2012
Associate's Degree, Massage Therapy/Therapeutic Massage
Jewell & DiSimone Certified Public Accountants PLLC 2013 - Present
Noonan & Jewell CPAs 1972 - 2012
Jack Yellen Music 1972 - 2010
HSBC 1969 - 1971
US ARMY 1965 - 1968
Illinois Department of Transportation, Division of Highways June 1964 - October 1965
Skills
Compliance, Budgeting, Strategic Planning, Excel, Budgets, Training, Internal Controls, Corporate Tax, Tax, Management, Auditing, QuickBooks, Financial Analysis, Managerial Finance, Financial Reporting, Microsoft Excel, Strategic Financial..., Risk Management, Leadership, Tax Preparation, CPA, Tax Returns, Income Tax, Financial Accounting, Payroll, Bookkeeping, Tax Accounting, GAAP, General Ledger
Education
State University of New York at Buffalo - School of Management 1969 — 1973
BSBA, Accounting
Macon (Meridian) High School 1960 — 1964
Superior Group February 2015 - Present
Canterbury Woods July 2006 - Present
Superior Group July 2014 - February 2015
First Niagara Bank May 2012 - August 2013
HSBC October 2011 - May 2012
HSBC November 2010 - October 2011
Skills
Microsoft Excel, Access, Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Outlook
Education
State University of New York at Buffalo - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and International Management
State University of New York at Buffalo 2007 — 2011
Bachelor of Science (BS), Business Administration
HSBC May 2015 - Present
Mercedes-Benz USA August 2014 - December 2014
Green Glory Foundation May 2009 - August 2014
Wipro October 2011 - July 2014
Doordarshan News June 2009 - June 2009
Skills
C, Microsoft Office, Engineering, Microsoft Word, Business Strategy, Project Planning, Requirements Analysis, SAP CRM, Data Analysis, Selenium Testing, HP QTP, Presentation Skills, Functional Testing, Regression Testing, Communication, Test Execution, Test Planning, Requirements Gathering, Cross-functional Team..., Leadership
Education
State University of New York at Buffalo - School of Management 2014 — 2016
Master of Business Administration (MBA), Finance and Consulting
Yashwantrao Chavan College of Engineering, Nagpur 2007 — 2011
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Dharampeth Science College, Nagpur 2005 — 2007
Higher Secondary, Computer Science
Wells Fargo Securities June 2014 - Present
HSBC September 2012 - December 2013
HSBC June 2011 - September 2012
HSBC Securities June 2007 - May 2011
HSBC Securities 2002 - 2007
Republic National Bank 1997 - 2002
American Express 1995 - 1997
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Investment Banking, Trading Systems, Banking, Financial Services, FX Options, Capital Markets, Project Management, Credit, Derivatives, Emerging Markets, CRM, Financial Markets, Electronic Trading, Risk Management, AML, Compliance, Relationship Management, Program Management, Market Data, Portfolio Management, Finance, KYC, SDLC, Business Process..., Enterprise Architecture, Securities Regulation, Financial Regulation, Financial Accounting, Financial Reporting, Foreign Exchange, Rates, Treasury, Financial Risk
Education
State University of New York at Buffalo - School of Management
Bachelor's Degree, Business Administration/MIS concentration
Mesa Consolidated Water District February 2015 - Present
Internal Revenue Service January 2015 - April 2015
HireRight, Inc. July 2014 - February 2015
County of Orange July 2014 - December 2014
Delta Sigma Pi - Pi Sigma Chapter January 2014 - March 2014
HSBC February 2013 - May 2013
KBS (Korean Broadcasting System) November 2011 - May 2013
Skills
Events Coordination, Leadership, Project Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Project Management, Salesforce.com, Public Speaking, Entrepreneurship
Education
University of California, Irvine 2013 — 2016
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting
Stanford University 2014 — 2014
Computer Science
Oxford Academy 2005 — 2011
BlackRock July 2015 - Present
NSW Treasury Corporation November 2014 - June 2015
Deutsche Bank August 2013 - June 2014
HSBC October 2012 - August 2013
HSBC November 2011 - October 2012
Barclays Wealth and Investment Management June 2011 - September 2011
Credit Agricole Investment Bank September 2010 - June 2011
AC January 2009 - July 2010
Deutsche Bank March 2007 - November 2008
Deutsche Bank May 2006 - February 2007
Skills
Business Analysis, PMO, Change Management, Derivatives, Governance, Strategic Planning, Business Process..., Project Planning, Investment Banking, Management Consulting, Team Leadership, Coaching, Fixed Income, Team Building, Banking, Capital Markets, SharePoint, Visio, Business Strategy, Process Engineering, Stakeholder Management, Management, PMP, Project Delivery, Risk Management, Vendor Management, Strategy, Project Management, Leadership, Program Management, Finance
Education
Stanford University 2015 — 2017
Strategic Decision and Risk Management, 2015
University of Sydney 2010 — 2011
Masters in Project Management, Strategic Project Management
University of Wollongong 2002 — 2005
Commerce, International Business and Marketing
Sydney Boys High School 1999 — 2001
Alberta Pensions Services Corporation (APS) February 2014 - Present
Drake International April 2013 - 2013
Wipro November 2012 - December 2012
HSBC June 2011 - 2012
Frontline Technologies Corp April 2011 - June 2011
HSBC 2001 - 2008
HSBC 1995 - 2008
Skills
Customer Service, Banking, Retail Banking, Budgets, Advertising, Management, Administration, Marketing, Performance Management, Risk Management, Team Leadership, Real Estate, Training, Analysis, Credit, Team Management, Loans, Sales, Microsoft Office, Project Planning
Education
St. Xavier's College 1972 — 1976
BA, English Literature
Price Waterhouse Coopers September 2010 - Present
PricewaterhouseCoopers July 2009 - September 2010
HSBC March 2008 - July 2009
HSBC October 2005 - March 2008
Franklin Templeton Investments August 2004 - October 2005
Franklin Templeton Investments August 2003 - October 2004
Capital One 2001 - 2003
Capital One August 1998 - August 2001
Skills
Team Leadership, Business Analysis, Leadership, Process Improvement, Program Management, Quality Assurance, SDLC, Testing, Business Process, Project Management, Requirements Gathering, PMO, Quality Center, Requirements Analysis, Software Project..., Project Portfolio..., Software Quality..., IT Strategy, Project Delivery, Vendor Management, Risk Management, Test Management, Business Intelligence, Waterfall, Business Requirements, Release Management, Information Technology, Strategy, Systems Analysis, Cross-functional Team..., Resource Management, Portfolio Management, PMP, Agile Methodologies, Business Process..., System Testing, Integration, Management, Governance, Performance Analysis, Budget Management, IT Management, Outsourcing, Analysis, Visio, Software Documentation, Change Management
Education
Hillsborough Community College 2000 — 2003
AS, Computer Information Systems - Analysis
St. Petersburg College
BS, Management Information Systems
Yamaha Motor Finance Corporation USA November 2014 - Present
FICO September 2013 - Present
Mitsubishi Motors October 2008 - November 2014
HSBC 2002 - October 2008
Geosoft Technologies Limited January 1999 - June 2000
SI Group Inc. July 1995 - January 1999
Skills
Credit, Risk Management, Business Strategy, Loans, Project Planning, Credit Risk, Portfolio Management, Financial Modeling, Analytics, Banking, Financial Analysis, Segmentation, Credit Analysis, Pricing, Due Diligence, Forecasting, Finance, Strategic Financial..., Business Analysis, Valuation, Underwriting, Management, Financial Risk, Analysis, Loan Origination, Business Planning, Corporate Finance, Financial Services, SAP, Mergers & Acquisitions, Credit Cards
Education
Stanford University 2009 — 2012
University of Toledo 2000 — 2002
National Institute of Const. Mgmt. & Research 1997 — 1998
VJTI 1992 — 1995
University of Mumbai 1991 — 1995
Bachelor of Science
Fedex Trade Network September 2014 - Present
Hophing Shoes LLC March 2014 - July 2014
Direct Buy from USA.com August 2013 - May 2014
HSBC February 2013 - August 2013
China Sprout Inc September 2012 - January 2013
Hophing Shoes LLC May 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Wholesale Purchasing, Wholesale, Clerical Skills, Chinese, Cantonese
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, Finance, 3.783
Queen's College, Hong Kong 2001 — 2006
Retail - National Vision, Inc. July 2015 - Present
National Vision, Inc. October 2012 - July 2015
National Vision, Inc August 2008 - October 2012
National Vision, Inc. November 2006 - August 2008
HSBC June 2006 - November 2006
National Vision, Inc - America's Best Contacts & Eyeglasses July 2003 - June 2006
Skills
Experienced Sales..., Operations Management, Point of Purchase, Corporate Communications, Training Leadership, Development Coaching, Leadership Development, Profit Analysis, Profit Optimization, Profit Margins, Portal Development, Reporting Systems, Reporting Metrics, Sales Management, Policy Writing, Coaching, Employee Training, Leadership, Retail, Training, Customer Satisfaction, Income Statement, Loss Prevention, Management, Merchandising, Microsoft Publisher, Multi-Unit Management, Recruiting, Store Management, Store Operations, Team Building, Retail Sales, Sales, Hiring, POS, Customer Service, Teamwork, Driving Results, P&L, Performance Management, Team Leadership, Sales Operations, Time Management
Education
St. Louis Community College 1997 — 1998
University of Missouri-Saint Louis 1995 — 1997
HSBC August 2014 - Present
Evans Bank June 2012 - August 2014
First Niagara Bank June 2012 - June 2012
HSBC November 2010 - May 2012
HSBC April 2007 - October 2010
HSBC May 2003 - April 2007
HSBC March 2001 - May 2003
Skills
Banking, Leadership, Strategy, Strategic Planning, Management, Risk Management, Credit, CRM, Process Improvement, Training, Sales, Change Management, Financial Analysis, Business Planning, Cross-functional Team..., Project Management, Data Analysis, Organizational..., Business Analysis, Budgets, Marketing, Retail Banking, Vendor Management, Business Strategy, Finance, Performance Management, Team Building, Forecasting, Sales Management, 5x Ironman Triathlete, Program Management, Operations Management, Analysis, Equities, Visio, Mergers & Acquisitions, Coaching, Employee Training, Financial Services, Relationship Management, Portfolio Management, Loans, Commercial Banking, Mortgage Lending, Human Resources
Education
State University of New York at Buffalo - School of Management 2002 — 2004
Masters, Business Administration (MBA)
State University of New York College at Geneseo
Bachelor Of Arts, Anthropology
HSBC 1988 - Present
HSBC February 2002 - August 2011
Skills
Credit Cards, Banking, Financial Services, Relationship Management, Analytics, Portfolio Management, Retail Banking, Credit, Risk Management, Vendor Management, Segmentation, Customer Experience, Business Analysis, CRM, Requirements Gathering, Project Management, Requirements Analysis, Strategy
Education
St. Norbert College 1987 — 1988
PNC Financial Services Group February 1993 - Present
HSBC October 1987 - January 1993
Northwestern University March 1984 - September 1987
Education
State University of New York at Buffalo - School of Management
MBA
Goldman Sachs June 2014 - Present
Goldman Sachs October 2012 - June 2014
Goldman Sachs September 2010 - October 2012
Citigroup April 2008 - September 2010
HSBC April 2007 - June 2007
Skills
Capital Structure, Equity Research, Investment Banking, Business Strategy, Credit, Finance, Valuation, Portfolio Management, Derivatives, Financial Analysis, Financial Modeling, Project Finance, Corporate Finance, Capital Markets, Equities, Equity Valuation, Bloomberg, Fixed Income, Financial Markets, Emerging Markets, Wealth Management, Private Equity, DCF, VBA, Securities, Industry Research, Due Diligence, Business Valuation, Investments, Credit Risk, Market Risk, IPO, LBO, Private Placements, Foreign Exchange, Bloomberg Terminal, Financial Structuring, Investment Management, M&A experience, Analytics, FX Options, Investor Relations, Series 7, Credit Analysis, Competitive Analysis, Capital IQ, Business Analysis, Hedge Funds, Equity Capital Markets, Economics
Education
T A Pai Management Institute 2006 — 2008
PGDM, Finance, Marketing
West Bengal University of Technology 2002 — 2006
B.Tech, Biotechnology
St. Xavier's College 2000 — 2002
Higher Secondary, Physics, Chemistry, Biology
H&R Block May 2014 - Present
BrightStar Credit Union August 2009 - April 2014
HSBC June 1982 - May 2009
HSBC June 1982 - April 2009
Skills
Business Development, Leadership, Budgets, Customer Retention, Mortgage Lending, Credit, Loans, Banking, Underwriting, Risk Management, Portfolio Management, Retail Banking, Credit Risk, Consumer Lending, Strategic Planning
Education
St. Thomas University 1978 — 1981
BA, Business Administartion
Stewart Title April 2011 - Present
HSBC October 2010 - June 2011
Largo Chamber of Commerce 2009 - 2010
IVANS September 2003 - August 2009
Education
St. Petersburg College 2003 — 2005
School Space Media 2014 - 2015
PwC Challenge Case Competition October 2013 - October 2013
Chinese Student Scholar Association August 2012 - October 2013
HSBC June 2013 - August 2013
Astellas Pharma Inc July 2011 - August 2011
The Peopple’s Hospital of Liaoning Province June 2011 - July 2011
Skills
Microsoft Office, Leadership, Marketing, Management, Time Management, Human Resources, Microsoft Excel, Access, Accounting, PowerPoint, Research, Data Analysis, Photoshop, Customer Service, Teamwork, Financial Analysis, Communication
Education
State University of New York at Buffalo - School of Management 2015 — 2016
Master's degree, Accounting
State University of New York at Buffalo 2011 — 2015
Bachelor of Science (B.S.), Accounting
Bell High School 2009 — 2011
Bachelor of Science in Accounting, Business/Commerce, General, 3.5
Groupon September 2015 - Present
Microsoft June 2014 - September 2014
she++ (sheplusplus.org) July 2012 - July 2014
Business Association of Stanford Entrepreneurial Students June 2013 - June 2014
HSBC April 2011 - May 2011
Education
Stanford University 2011 — 2015
Bachelor of Science (BSc)
2005-2011St Christopher's School 2005 — 2011
The International Baccalaureate
Greater Hudson Bank May 2015 - Present
First Niagara Bank (formerly HSBC Bank) July 2009 - May 2015
HSBC July 2009 - January 2011
Chase April 2008 - July 2009
Chase September 2007 - April 2008
Ricoh Business Solutions February 2007 - September 2007
Skills
Commercial Banking, Portfolio Management, Commercial Lending, Credit, Banking, Strategy, Management, Sales, Commercial Mortgages, Loans, Credit Analysis, Relationship Management, Leadership, Customer Satisfaction, Credit Risk, Marketing, Team Building, Analysis, Cash Management, Retail Banking, Cross Selling, Branch Management, Deposits, Treasury Management, Risk Management, Mortgage Lending, Lines Of Credit, Investments, Loan Origination, Insurance, Finance
Education
St. Thomas Aquinas College 2010 — 2014
MBA, Management
Towson University 2002 — 2006
BS, Psychology
Kennedy Moran Associates LLC: The Financial Training Consortium
Credit Risk Analysis
Capital One May 2013 - Present
HSBC August 2007 - May 2013
HSBC May 2001 - May 2007
HSBC June 1999 - May 2001
Skills
ATMs, ATM networks, Banking, Transaction Processing, Vendor Management, Disaster Recovery, Quality Assurance, Windows, Unix, Oracle Applications, Oracle SQL, SQL, NetOp, Web Applications, Lotus Notes, MKS, Microsoft SQL Server, Change Management, FTP, AIX, DB2, Problem Solving, Software Development, Oracle Enterprise..., COBOL, Linux, Requirements Gathering, SDLC, Program Management, Business Analysis, Integration, Software Project..., Databases, Requirements Analysis, Oracle
Education
State University of New York at Buffalo - School of Management 1995 — 1999
Bachelor's degree, Business Administration and Management
HSBC September 2015 - Present
Internal Revenue Service February 2014 - April 2015
Beta Alpha Psi August 2014 - March 2015
Queen Mary Hospital June 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Financial Analysis, Leadership, Customer Service, Teamwork, Organization, Multi Tasking
Education
State University of New York at Buffalo - School of Management 2011 — 2015
Bachelor's degree, Accounting
The Depository Trust & Clearing Corporation June 2015 - Present
Planet Financial Group, LLC April 2013 - May 2015
eMason, Inc. August 2012 - April 2013
FlexiInternational Software March 2008 - August 2012
Bisk Education March 2007 - March 2008
Geac September 2005 - March 2007
HSBC 2003 - 2005
HSBC 2003 - 2005
Arthur Andersen/Vertex September 1998 - May 2003
Vertex Inc 2002 - 2003
Skills
Technical Writing, Project Management, Online Help, Quality Assurance, Software Documentation, SharePoint, Instructional Design, RoboHelp, SDLC
Education
University of South Florida 1992 — 1994
BA, English Literature
St. Petersburg College 1990 — 1992
HSBC January 2014 - Present
Citi October 2010 - December 2013
Citi August 2008 - October 2010
Immigrant Social Services, Inc. May 2008 - August 2008
Skills
MS Word, Excel,..., MS Access, Oracle, SQL..., Windows 2000, XP,..., HTML, Concierge,..., Analysis, Finance, AML, Accounting, KYC, Due Diligence, Bank Secrecy Act
Education
State University of New York at Buffalo - School of Management
Bachelor of Science (B.S.), Business Administration, 3.7/4.0 GPA
HSBC August 2014 - Present
HSBC January 2006 - Present
HSBC April 2011 - August 2014
HSBC September 2009 - April 2011
HSBC March 2008 - September 2009
HSBC January 2007 - March 2008
HSBC January 2006 - January 2007
Sequentia Consultores S.C. May 2005 - January 2006
Education
St. Mary's College of Maryland
AmTrust Financial Services, Inc. (AFSI) March 2012 - Present
AAA Western and Central New York October 2010 - March 2012
HSBC May 2008 - October 2010
Skills
Business Analysis, Software Project..., Project Coordination, MS Project, Visio, Agile Project Management, Waterfall, Process Improvement, Requirements Analysis, Testing, Pivotal, Internal Communications, Data Analysis, Meeting Planning, SDLC, SQL, Change Management, Program Management, Microsoft SQL Server, Project Management, Access
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Business Administration, International Business
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
HSBC October 2007 - April 2010
HSBC September 2006 - October 2007
ReaMetrix India Private Limited June 2006 - August 2006
HSBC June 2005 - August 2005
GE Financial May 2004 - August 2004
Skills
Bonds, Securities, Finance, Restructuring, Financial Modeling, Valuation, Equities, Capital Markets, Investments, Venture Capital, Strategy, Hedge Funds, Portfolio Management, Mutual Funds, Credit
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Wharton School, University Of Pennsylvania 2002 — 2006
Bachelor of Science, Economics; Finance
HSBC Bank USA March 2015 - Present
HSBC Bank USA May 2013 - March 2015
The PrivateBank and Trust Company October 2007 - April 2013
LaSalle Bank September 2002 - October 2007
HSBC May 1992 - December 2001
Skills
Portfolio Management, Loans
Education
Stanford Graduate School of Business Executive Education 2014 — 2014
University of Notre Dame - Mendoza College of Business 1985 — 1989
BBA-Finance, Finance, Psychology
TinyCo March 2015 - Present
TinyCo November 2013 - March 2015
TinyCo November 2012 - November 2013
TinyCo February 2012 - November 2012
SigFig June 2011 - September 2011
HSBC June 2009 - August 2009
HSBC May 2007 - July 2007
Compucare S.A. June 2006 - July 2006
Skills
Entrepreneurship, Spanish, Data Analysis, Start-ups, Financial Modeling, Intercultural Relations, International Awareness, Product Management, Market Research, Analytics, Product Marketing, Marketing
Education
Stanford University
MSc
The University of Texas at Austin
BBA
Goldman Sachs November 2014 - Present
Goldman Sachs July 2011 - Present
HSBC May 2007 - July 2007
Skills
Economics, Valuation, Equity Valuation, Financial Modeling, Quantitative Research, Pharmaceutical Industry
Education
University of Cambridge 2009 — 2011
Economics Tripos
St. Stephen's College 2006 — 2009
Bachelor of Arts (BA), Mathematics
Citi September 2007 - Present
BNET, Inc November 2008 - Present
InfraGard Buffalo Members Alliance July 2002 - December 2014
Erie County LEPC 2007 - July 2012
CH3 BioSystems, LLC February 2007 - March 2008
WCSD July 2000 - September 2007
HSBC May 1998 - July 2000
Leica Microsystems May 1996 - May 1998
Acres International March 1988 - May 1996
Skills
Business Continuity..., Government, Disaster Recovery, Risk Management, Security, Policy, Business Continuity, Risk Assessment, Data Center, Strategic Planning, Vendor Management, Team Building, Process Improvement, Program Management, Strategy, Management, Network Security, Leadership, Governance, IT Strategy, CISSP, Information Security..., Information Security, Change Management, Integration, Project Planning, Crisis Management
Education
State University of New York at Buffalo - School of Management 2001 — 2003
Masters
University at Buffalo 1997 — 1998
Bachelor
University at Buffalo 1986 — 1997
Associate
University at Buffalo 1986 — 1997
Certificate
University at Buffalo 1986 — 1997
Certificate
University at Buffalo 1986 — 1997
Certificate
J.P. Morgan March 2015 - Present
International Computer Consulting, Inc. September 1991 - Present
TD Securities April 2014 - March 2015
RBC Capital Markets November 2011 - April 2014
Credit Suisse April 2010 - November 2011
HSBC September 2007 - April 2010
HSBC Securities September 2007 - April 2010
Credit Suisse August 2005 - August 2007
Premcor Refining group March 2005 - July 2005
Pfizer June 2003 - February 2005
Skills
Fixed Income, Equities, Business Analysis, SDLC, Requirements Gathering, Risk Management, PMO, Business Process..., Software Project..., Visio, Project Portfolio..., Financial Services, Business Process..., Change Management, Process Improvement, Requirements Analysis, Program Management, German, Greek, Liquidity Risk, Compliance, Trade Surveillance, Commercial Lending, Management Consulting, Derivatives, Regulatory
Education
Stanford University 1986 — 1991
Bachelor of Arts and Science
HSBC June 2010 - Present
Genworth Financial August 2009 - June 2010
Metlife Investments May 2004 - August 2009
Accenture August 1999 - August 2003
Black and Veatch March 1998 - August 1999
Skills
Mortgage Prepayment..., Regulatory Stress..., Agency MBS and Consumer..., Market Risk Liquidity..., Investment Portfolio..., Volcker Rule Framework, Polypaths, Intex, Yieldbook, VB Excel, Large data sets from..., IR Options, Fixed Income, Risk Management
Education
New York University - Leonard N. Stern School of Business
MBA
Stanford University
MS
University of California at Berkeley
BS
HSBC May 2010 - Present
HSBC Card Services September 2005 - March 2010
Household International January 2001 - September 2005
NuVision Federal Credit Union 1995 - 2000
Medcom Trainex February 1994 - November 1994
Zee Medical, McKesson 1989 - 1994
Skills
Financial Marketing, Brand Development, Product Development, Product Marketing, Market Research, P&L, Team Leadership, Advertising, Business Development, Cross-functional Team..., CRM, Analytics, Income Statement, Financial Markets, Management, Strategy, Leadership, Marketing Communications, Marketing, Team Management, Segmentation, Financial Services
Education
Stanford Continuing Studies 2015 — 2016
Texas A&M University-Commerce 2006 — 2008
Certificate
University of San Diego 1992 — 1994
BA
Stanford University
Stanford University
Stanford University
Stanford University
CVS Health October 2013 - Present
Protection 1 November 2012 - October 2013
HSBC July 2010 - November 2012
HSBC November 2006 - November 2012
Insurance Bureau of Canada March 2006 - October 2006
Ontario Financing Authority (OFA) February 2005 - March 2006
IVTechLink July 2003 - February 2005
DSC 2000 - 2003
Skills
ETL, Enterprise Architecture, Data Warehousing, Database Design, SDLC, DB2, Data Modeling, T-SQL, Business Analysis, Solution Architecture, Agile Methodologies, SOA, Requirements Analysis, Performance Tuning, SSRS, SSIS, Business Intelligence, Requirements Gathering, .NET, Databases, Microsoft SQL Server
Education
State University 'Lviv Polytechnics' 1985 — 1992
Bachelor, Computer Science
M&T May 2005 - Present
HSBC May 2004 - October 2004
Smith Barney August 2000 - August 2002
Skills
Real Estate, Commercial Lending, Financial Modeling
Education
State University of New York at Buffalo - School of Management 2003 — 2005
MBA, Finance
University of Rochester 1996 — 2000
BA, Economics
AIG October 2012 - Present
BNP Paribas January 2011 - November 2011
Commerzbank AG March 2010 - October 2010
Royal Bank of Scotland Group November 2009 - December 2009
HSBC July 2005 - July 2009
Credit Agricole CIB July 2004 - June 2005
Sumitomo Mitsui Banking Corporation December 2002 - July 2004
Moody's Investors Service September 1999 - September 2002
Moody's Investors Service May 1998 - September 1999
CLUETT, PEABODY & CO., INC November 1997 - May 1998
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Compustat, Lotus Notes, Factiva, Bloomberg, Thomson One Analytics, Banking, Corporate Finance, Portfolio Management, Credit Analysis, Credit Risk, Valuation, Analysis, Due Diligence, Loans, Financial Risk, Fixed Income, Investments, Finance, Accounting, Insurance, Structured Finance, Capital Markets, Derivatives, Risk Management, Investment Banking, Bonds, Market Risk
Education
Moody's Investors Service 2000 — 2002
Certification, Certificate in Credit Analysis
NEW YORK UNIVERSITY 1999 — 2001
Continuing Education - Certification in Credit Analysis, Certificate in Credit Analysis
State University of New York at Buffalo - School of Management 1993 — 1997
Bachelor of Science, Finance, Business Administration
Brooklyn Technical High School 1989 — 1993
H.S. Diploma, Computer Science
Aquent Financial Services December 2000 - February 2009
Partners First 1997 - 2000
HSBC 1992 - 1997
Skills
Customer Service, Accounts Receivable, Portfolio Management, New Business Development, Customer Relations, Volunteer Management, Volunteer Coordination, Analytics, Business Development, Credit, Risk Management
Education
State University of New York at Buffalo - School of Management 1979 — 1985
Management/Accounting
Bryant & Stratton Business Institute 1982 — 1984
AS
PCCC
P100 Campaign Finance Training
Laxey Partners (UK) Ltd August 2008 - September 2008
HSBC December 2006 - June 2007
Education
Stanford University 2007 — 2009
MS, Finanacial Mathematics
UCL 2003 — 2006
BSc, Mathematics and Statistics
HSBC Commercial Banking 2014 - Present
HSBC 2007 - November 2014
M&T Bank 1999 - 2006
Skills
Loans, Financial Analysis, Commercial Banking, Credit, Banking
Education
State University of New York College at Buffalo 1993 — 1999
MBA, Finance and MIS
State University of New York at Buffalo - School of Management 1993 — 1999
MBA, Finance
The Travel Team, Inc. (Subsidiary of Rich Products Corp) October 1996 - Present
WNY Technology Dev Center July 1989 - October 1996
HSBC 1985 - 1989
Skills
Financial Analysis, Mergers, Negotiation, Team Building, Change Management, Financial Reporting, Forecasting, Accounting, Financial Modeling, Budgets, Cost Accounting, Strategic Planning, Internal Controls, Acquisition Integration, Mergers & Acquisitions, Process Improvement, Income Statement, Managerial Finance
Education
State University of New York at Buffalo - School of Management 2007 — 2009
EMBA
Hilbert College 2005 — 2007
BS, Accounting
Ipsos March 2013 - Present
Ipsos June 2011 - February 2013
HSBC October 2009 - May 2011
Symphony Marketing Solutions July 2007 - September 2009
Skills
SAS, Predictive Modeling, Statistical Modeling, Predictive Analytics, Logistic Regression, SAS programming, Analytics, Business Analytics, Data Mining, Segmentation, Time Series Analysis, Customer Analysis, Analysis, Marketing Mix Modeling, SAS Programming
Education
University Of Calcutta 2005 — 2007
M.Sc., Statistics
St. Xavier's College 2002 — 2005
Bachelor of Science (B.Sc.), Statistics
Ramakrishna Mission Vidyalaya Narendrapur 1994 — 2002
Higher Secondary
Citi June 2011 - Present
Citi July 2008 - May 2011
HSBC 2001 - 2008
Deutsche Bank 1998 - 2001
Bankers Trust 1997 - 1998
HSBC 1993 - 1997
CIBC 1991 - 1993
HSBC 1987 - 1991
Education
State University of New York at Buffalo - School of Management 1985 — 1987
MBA, Finance
West Virginia University 1981 — 1985
BS, Finance
McKinsey & Company September 2009 - Present
Stanford University School of Medicine September 2007 - June 2009
Jefferies & Company June 2008 - August 2008
Boston Scientific May 2007 - August 2007
University of Illinois at Urbana-Champaign August 2005 - May 2007
Siemens Medical Solutions January 2006 - June 2006
University of Illinois at Urbana-Champaign December 2003 - August 2005
HSBC June 2004 - August 2004
Education
Stanford University 2007 — 2009
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Ruamrudee International School 1999 — 2003
HSBC March 2013 - Present
HSBC September 2010 - March 2013
Aldi Foods January 2007 - July 2010
ALDI FOODS INCORPORATED January 2007 - July 2010
NORAMPAC INDUSTRIES May 2006 - August 2006
RAYNER ENTERPRISES January 2004 - December 2004
JONES FABRICARE October 2003 - December 2003
The Church of Jesus Christ of Latter-Day Saints October 2001 - October 2003
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Budgets, Financial Analysis, Management, PowerPoint, Team Leadership, Coaching, Team Building, Strategic Planning, Forecasting, Microsoft Word, Analysis, Teamwork, Research, Accounting, Operations Management, Sales, P&L Analysis, Motivation, Entrepreneurship, Thinking Outside The Box, Portuguese, Banking, Retail, Human Resources, Training, Call Centers, Payroll, Process Improvement
Education
State University of New York at Buffalo - School of Management 2005 — 2006
Bachelor's degree, Business Administration and HR
University at BUffalo, THE STATE UNIVERSITY OF NEW YORK 2005 — 2006
Bachelor of Science, Business AdministrationHuman Resources
HSBC 2012 - 2015
HSBC 2007 - 2012
HSBC 2004 - 2007
Capital One 1998 - 2004
Skills
Testing, Test Management, SDLC, Software Quality..., Quality Center, Software Documentation, Integration Testing, Software Project..., Project Delivery, User Acceptance Testing, Business Analysis, Requirements Analysis, Requirements Gathering, Waterfall, Vendor Management, QTP, C#, Requirements Management, Management, Process Engineering, System Testing, Business Requirements, Visio, PMO, Test Automation, Data Warehousing, Systems Analysis, Regression Testing, Business Process, Release Management, Test Strategy, Quality Assurance, Test Planning, Agile Methodologies, Risk Based Testing, Resource Management, Manual Testing, Integration, Agile Project Management, Test Driven Development, IT Governance, Risk Management, Process Improvement
Education
St. Petersburg College
SPC / QAI - IT Quality Assurance and Software Testing Certificate Program (CSQA/CSTE)
First Niagara Bank August 2011 - Present
HSBC January 2008 - July 2011
Premium Mortgage March 2006 - January 2008
GMAC Mortgage January 2003 - March 2006
Ingram Micro 2001 - 2003
Education
State University of New York - System 1997 — 2002
BS, CIS
AM Best September 2012 - Present
HSBC January 2006 - August 2011
A.M. Best Company 2000 - 2006
Life Bank / Life Financial Corporation June 1997 - January 1999
Skills
Collaboration Building, Financial Analysis, Insurance, Risk Management, Strategic Financial..., Forecasting, Analysis, Credit Risk, Financial Reporting, Accounting, Financial Modeling, Budget, Finance
Education
State University of New York at Buffalo - School of Management 1980 — 1984
BS, Accounting
University at Buffalo
Bachelor of Science (BS), Management /Accounting
HSBC Global Banking and Markets January 2011 - Present
Bank of New York Mellon December 2008 - October 2010
HSBC November 2006 - August 2008
Tri-Coastal Design May 2004 - March 2005
CGI-AMS 2005 - 2005
Prudential Securities 1996 - 2002
Skills
Software Documentation, Databases, Microsoft SQL Server, Analysis, Visual Basic, Crystal Reports, CRM, Business Analysis, Management
Education
State University of New York at Buffalo - School of Management 1992 — 1996
HSBC DirectorDeutsche Bank1997 - 2001
HSBC 1993 - 1997
CIBC World Markets 1991 - 1993
HSBC 1987 - 1991
Education
State University of New York at Buffalo - School of Management 1985 — 1987
MBA, Finance
West Virginia University 1982 — 1985
VISA Inc November 2013 - Present
Visa Inc. September 2011 - October 2013
Visa Inc. June 2008 - August 2011
Wells Fargo Bank June 2007 - June 2008
HSBC 2001 - 2006
SPSS September 2000 - August 2001
ZS Associates January 2000 - September 2000
Skills
Risk Management, Credit Risk, Financial Risk, Leadership, Analytics, SAS, Predictive Analytics, Predictive Modeling, Data Mining, Credit Cards, Business Analysis, Business Analytics, Data Analysis, Business Intelligence, Statistical Modeling
Education
Stanford University 2009 — 2011
Strategic Decision and Risk Management
University of Illinois at Chicago 1998 — 2000
M.S., BioStatistics
Capital One October 2014 - Present
Citi August 2009 - October 2014
Tops Markets January 2009 - August 2009
HSBC August 2008 - December 2008
Skills
Fixed Income, Excel, PowerPoint, Word, Customer Relations, Analytics, Fixed Income Products, Microsoft Office, MBS, Portfolio Management, Securities, Investments
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA, Finance
University at Buffalo 2001 — 2004
BS, Psychology
PHH Mortgage August 2013 - Present
HSBC December 2010 - August 2013
Skills
Process Improvement, Retail Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Credit, Credit Risk, Banking, Loans, Commercial Banking
Education
State University of New York at Buffalo - School of Management 1999 — 2002
Bachelor's of Science, Business Administration and Management, General
M&T Bank August 2015 - Present
GE Capital July 2014 - Present
HSBC August 2012 - July 2014
HSBC August 2010 - August 2012
HSBC August 2009 - August 2010
HSBC May 2005 - August 2009
Skills
QRM, ALM, Interest Rate Risk..., Financial Modeling, Balance Sheet, Capital Management, Finance, Banking, Financial Forecasting, Risk Management, Economics, Derivatives, Fixed Income
Education
SUNY at Buffalo 2006 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
State University of New York at Buffalo - School of Management 2001 — 2005
Bachelors, Finance
HSBC July 2012 - Present
HSBC March 2010 - July 2012
HSBC July 2009 - April 2010
JPMorgan Chase March 2004 - June 2009
Skills
Finance, Banking, Small Business Lending, Commercial Banking, Relationship Management, Commercial Lending, Corporate Finance
Education
State University of New York at Buffalo - School of Management 1994 — 1998
B.S., Accounting, Finance
Wells Fargo Bank January 2014 - Present
Wells Fargo Bank January 2010 - December 2013
Wachovia Bank 1998 - 2010
HSBC 1987 - 1998
Skills
Portfolio Management, Underwriting, Commercial Banking, Investments, Sales Operations, Mergers & Acquisitions, Risk Management, Finance, Banking, Management, Leadership, Credit, Budgets, Loans
Education
State University of New York at Buffalo - School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York College at Buffalo 1984 — 1988
Bachelor of Applied Science (BASc), Business Administration and Management, General
CrossLink Media March 2009 - Present
Santikos Theatres 2009 - 2009
HSBC April 2005 - August 2008
Education
St. Mary's University 1992 — 1996
BA, Economics
Cattaraugus County May 2011 - Present
Alcoa July 1998 - May 2011
Alcoa, Closure Systems International 1998 - 2011
Moog October 1991 - July 1998
HSBC December 1989 - October 1991
Skills
Operating Systems, ERP, Process Improvement, Business Process..., Six Sigma, Change Management, Business Analysis, Lean Manufacturing, IT Management, Windows Server, Cross-functional Team..., IT Strategy, SDLC, Leadership, Data Center, Business Process
Education
State University of New York at Buffalo - School of Management 1989 — 1991
MBA, Business
State University of New York College at Buffalo 1981 — 1985
BS, Information Systems Management
Capital One Auto Finance July 2011 - Present
Wells Fargo Dealer Services December 2008 - July 2011
Household International June 1999 - July 2008
HSBC Financial 1999 - 2008
HSBC Auto Finance 1999 - 2008
HSBC 1999 - 2008
Household Automotive Finance 2000 - 2004
arcadia financial January 1996 - October 1998
Mercantile Bank August 1987 - September 1995
Education
St. Louis Community College 1983 — 1985
none, general
HSBC September 2014 - Present
HSBC November 2010 - September 2014
M&T Bank August 2010 - November 2010
Wheatley Partners January 2009 - April 2010
Smith Barney December 2006 - August 2008
HSBC January 2005 - December 2006
HSBC January 2004 - December 2005
Education
State University of New York College at Fredonia 1999 — 2003
BS, Economics
HSBC April 2015 - Present
HSBC April 2014 - March 2015
IEIBS Akademia June 2012 - August 2012
IMS LEARNING RESOURCES PVT. LTD August 2010 - July 2011
Bennett, Coleman and Co. Ltd. (Times Group) March 2008 - January 2010
Skills
Career Counseling, Team Management, Project Planning, Leadership, Business Strategy, Business Intelligence, SAP, Sales, Public Speaking, Finance, Performance Management, Training, Recruiting, Human Resources, Leadership Development, Management Consulting, Team Building, Employee Relations, Business Development, Management, Employee Engagement, Organizational..., Coaching, Competitive Analysis, Screening Resumes, Business Analysis, Analysis
Education
State University of New York at Buffalo - School of Management 2011 — 2013
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH 2008 — 2010
Post Graduate Diploma, Management (PGDBA); Marketing Management
University of Mumbai 2001 — 2005
Bachelors of Engineering (BE), Electronics Engineering, First Class
V G Vaze College of Arts, Science & Commerce 2000 — 2001
H.S.C, Science, Distinction
SIES College of Arts, Science and Commerce 1999 — 2000
First Year Junior College (FYJC), Science
Sau Laxmibai English Medium School 1988 — 1999
S.S.C., Pre Science, Distinction
Global Talent Acquisitions April 2007 - March 2014
HSBC 2006 - 2007
Arvind Mills Ltd May 2005 - April 2006
Skills
Offshoring, Outsourcing, BPO, KPO, Management Consulting, Sourcing, Management, Vendor Management, Business Process..., Team Management, Strategy, Business Process, Soft Skills, Operations Management, Offshore Outsourcing, Change Management, Entrepreneurship, Outsourcing Management, Governance, Budgets, Negotiation, Call Centers, Quality Assurance, Recruiting, Talent Management, Human Resources, CRM
Education
St. Xavier's College 2000 — 2003
BA(Hons), Economics
St. Xavier's Loyola Hall 1998 — 2000
HSC, Commerce
CNO Financial Group December 2013 - Present
M&T Bank January 2012 - October 2013
HSBC December 2010 - December 2011
Ernst & Young September 2008 - December 2010
University at Buffalo August 2006 - August 2008
Skills
Financial Analysis, Auditing, Internal Controls, Financial Reporting, Forecasting, CPA
Education
State University of New York at Buffalo - School of Management 2003 — 2008
BS/MBA, Accounting
eDoc Communications January 2009 - Present
HSBC June 1998 - January 2009
HSBC Retail Services 1998 - 2009
HSBC Card Services 1998 - 2009
Household International June 1998 - June 2006
Foote, Cone & Belding 1984 - 1998
Skills
Direct Marketing, Marketing Strategy, Sales Process, Direct Mail, Social Media Marketing, Email Marketing, Management, B2B, New Business Development, Marketing, Marketing Communications, Sales, Advertising, Account Management, Integrated Marketing, Trade Shows, Segmentation, Print Production Process, Digital Printing, Lead Generation
Education
St. Norbert College 1975 — 1979
B.A., Graphic Design, Fine Arts
SlimGenics April 2009 - Present
HSBC July 2006 - March 2009
Skills
Insurance, Problem Solving, Customer Relations, Coaching, Team Building, Sales Management, Sales Operations, Training & Development, Mortgage Industry, Corporate Wellness, Wellness Coaching, Nutritional Counseling, Sales Skills Training, Driving Revenue, Driving Results, Managing High..., Motivational..., Building Relationships, Leadership Development, Team Motivator, Customer Service, Direct Sales, Account Management
Education
St. Norbert College 2002 — 2006
B.A., Business Administration
Bank of Tokyo-Mitsubishi June 2010 - Present
IBM July 2009 - June 2010
Credit Suisse November 2000 - December 2006
Credit Suisse Investment Bank 2000 - 2006
Credit Suisse/First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette August 2000 - November 2000
TD Waterhouse 1998 - 2000
HSBC July 1997 - June 1998
Skills
RHEL, Microsoft Exchange, VMware, vSphere, IIS, NFS, Perl, Servers, Windows, Virtualization, VMware ESX, Disaster Recovery, Active Directory, Windows Server, System Deployment, VMware Infrastructure, Troubleshooting, Business Continuity, IT Operations, Solaris, Data Center, Cluster, High Availability, Infrastructure, SAN, Enterprise Architecture, Storage Area Networks, Citrix, ITIL, DNS, Server Architecture, Storage, Unix, WSUS, Operating Systems, HP, Microsoft Technologies, Network Security, Powershell, Cloud Computing, Shell Scripting, Information Technology, Information Security, Linux, Network Administration, Windows 7, Veritas Volume Manager, Microsoft SQL Server, Service Delivery, Information Security...
Education
State University of New York at Buffalo - School of Management 1993 — 1997
BS, MIS
HSBC Senior AccountantPeter J Schmitt1985 - 1988
Education
State University of New York at Buffalo - School of Management 1977 — 1981
Bachelor of Science, Finance & Accounting
Capital One February 2014 - June 2015
Capital One November 2011 - February 2014
Grant Thornton LLP August 2009 - December 2011
Grant Thornton LLP August 2007 - July 2009
Grant Thornton LLP June 2006 - July 2007
HSBC June 2005 - June 2006
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Modeling, Business Process, Financial Reporting, Internal Controls, Management Consulting, Business Process..., Risk Management, Budgets, Business Analysis, Project Management, Requirements Gathering, Sarbanes-Oxley Act
Education
The University of Texas at Dallas - School of Management 2007 — 2010
Master of Business Administration, Information Technology and Operations Management
State University of New York at Buffalo - School of Management 2003 — 2005
Bachelor of Science in Business Administration, Accounting and Finance
Media Sales Plus Inc 2009 - Present
Osmose Utilities Services, Inc. 2001 - 2009
Moog 1993 - 2001
HSBC 1988 - 1992
Goldome 1984 - 1988
KPMG January 1982 - 1984
McDonald's 1977 - 1980
Skills
Sarbanes-Oxley Act, Process Improvement, Leadership, Finance, Accounting, Project Management, Budgets, Strategy, PeopleSoft, Financial Reporting, Forecasting, Financial Analysis, Analysis, Financial Modeling, GAAP, Strategic Planning, Management
Education
State University of New York at Buffalo - School of Management 1974 — 1981
BS, Accounting
HSBC December 2013 - Present
HSBC January 2011 - December 2013
HSBC June 2009 - January 2011
Citi July 2008 - January 2009
Citi May 2006 - July 2008
Skills
CCAR, Stress Testing, Financial Modeling, Credit Risk, LGD, Basel II, EAD, Credit, Equities, Financial Markets, Bloomberg, Excel, Access, PowerPoint, Chinese, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2000 — 2005
BS, Accounting & Finance
HSBC 2006 - Present
Innovative Solutions December 1997 - December 2006
Skills
Requirements Analysis, Business Analysis, SQL, Process Engineering, Workflow Management, Project Management, Database Design, Computer Network..., Organizational Behavior, IT Relationship..., IT Operations, Infrastructure..., Global IT Operations, International Project...
Education
State University of New York at Buffalo - School of Management 2001 — 2004
MBA
State University of New York College at Buffalo 1992 — 1996
BS, Computer Information Systems
NYS Department of Tax & Finance June 2009 - Present
HSBC June 2008 - February 2009
University at Buffalo July 2007 - June 2008
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor's, Business Administration
Grover Cleveland High School 2002 — 2005
Federal Home Loan Bank of New York September 2014 - Present
BNP Paribas December 2012 - September 2013
Societe Generale March 2011 - September 2011
HSBC 2006 - 2009
Bear Stearns, Credit Suisse, ING 2004 - 2006
Robert Half Management Resources 2002 - 2004
Deutsche Bank 1999 - November 2000
Deutsche Bank 1996 - 1999
Credit Lyonnais September 1994 - 1996
Bankers Trust Co February 1994 - September 1994
Skills
Operational Risk, Derivatives, Market Risk, Structured Products, Internal Controls, Dodd-Frank, Valuation, Product Control, Investment Banking, Finance, Operational Risk..., Fixed Income, Financial Risk, CDS, Auditing, Financial Reporting, Sarbanes-Oxley, Basel II, Enterprise Risk..., Accounting, Financial Institutions, Financial Services, Credit Risk, Risk Management, Regulatory Risk, Regulatory Compliance, Financial Markets, Banking, Equities, Capital Markets, Financial Audits
Education
State University of New York at Buffalo - School of Management 1978 — 1981
BS, Accounting
Keller Williams Realty February 2013 - Present
The Bonati Spine Institute October 2013 - June 2014
Laser Spine Institute August 2008 - March 2012
HSBC 2001 - 2008
Skills
Marketing, Healthcare, Sales, Sales Management, Strategic Planning, Marketing Strategy, Account Management, Microsoft Office, Leadership, Management, Customer Service, Project Management, Time Management, Selling, Business Development, CRM, Team Building, Insurance, Outlook, Microsoft Excel, Budgets, Recruiting, Event Planning, Sales Operations, Cold Calling, Public Speaking, New Business Development, Fundraising, Social Networking, Social Media Marketing, Training, Negotiation, Contract Negotiation, Market Research, Salesforce.com, Customer Satisfaction, Team Leadership, Lead Generation, Online Marketing, B2B, Real Estate, Investment Properties, Real Estate Transactions, Strategy, Residential Homes, Entrepreneurship, First Time Home Buyers, Investments, Sellers, Foreclosures
Education
University of South Florida 1999 — 2001
Bachelor of Science (B.S.), Finance, Management
St. Petersburg College 1997 — 1999
Associate's Degree, Business Administration and Management, General
HSBC Private Bank October 2012 - Present
HSBC Private Bank April 2012 - October 2012
HSBC Private Bank August 2011 - March 2012
HSBC June 2010 - August 2010
Skills
Series 7, Series 66
Education
University of Cambridge 2009 — 2011
Mathematics
St. Stephen's College 2006 — 2009
BA Honours, Mathematics
HSBC June 2012 - Present
First-tek Inc May 2010 - June 2012
Sub Board Inc May 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Market Research, PowerPoint, Change Management, Risk Management, Business Analysis, Social Media, Visio, Management, Team Management, Project Management, Leadership, Marketing Strategy, Program Management, Management Consulting, SharePoint, CA Clarity
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Information Technology, 3.67
State University of New York at Buffalo - School of Management 2007 — 2010
Bachelor of Science (B.S.), Accounting
Deloitte August 2015 - Present
Deloitte August 2014 - August 2015
HSBC October 2012 - August 2014
HSBC January 2012 - October 2012
Tower Group Companies May 2011 - August 2011
Skills
Due Diligence, Corporate Finance, Commercial Banking, Banking, Microsoft Office, Anti Money Laundering, Microsoft Excel, Financial Analysis, Customer Service, Leadership, Finance, Risk Management, Analysis, Project Management
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science - Business Administration, Financial Analysis
HSBC 2006 - Present
Bank of America 2002 - 2006
Education
Stanford University Graduate School of Business 2011 — 2011
NA, Advanced Leadership Program for Asian-American Executives
Arizona State University 1987 — 1990
BS, Finance
HSBC June 2001 - Present
Education
State University of New York at Buffalo - School of Management
First Niagara Bank September 2010 - October 2012
HSBC 2007 - 2010
HSBC 2004 - 2007
M&T Bank 2003 - 2004
M&T Bank 2000 - 2003
Skills
Accounting, Financial Analysis, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Banking, Internal Audit, SEC filings, GAAP, Financial Modeling, Financial Accounting, US GAAP, General Ledger, Enterprise Risk..., Cash Management, Strategic Financial..., Consolidation, Sarbanes-Oxley, Financial Risk, Treasury Management, Finance, Hyperion Enterprise, Financial Planning, SEC Filings
Education
State University of New York at Buffalo - School of Management 1998 — 2000
BA, Accounting
HSBC June 2012 - Present
JPMorgan Chase August 2006 - May 2012
Skills
Banking, Financial Services
Education
St. Mary's ISC
St. Xavier's College
Primary Capital LLC (PC) October 2014 - Present
Thompson & Company, LLC April 2014 - October 2014
Ping An Bank Co., Ltd. July 2013 - August 2013
HSBC June 2013 - June 2013
China Merchants Securities Co., Ltd. April 2012 - May 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - September 2010
Industrial and Commercial Bank of China January 2010 - February 2010
Skills
Microsoft Excel, PowerPoint, SAS, Equity Valuation, Financial Statement..., Equity Research, Financial Modeling, Mergers & Acquisitions, Capital IQ, Investment Banking, Private Equity, Private Placements, Cross-border..., Venture Capital, Bloomberg, Matlab, Fixed Income, Portfolio Management, Quantitative Finance, Leadership, Credit Analysis, Fundraising, Eviews, Data Analysis, Small Business..., R, Investor Relations, Business Planning, Microsoft Word, Public Speaking, Cantonese, Axial
Education
State University of New York at Buffalo 2012 — 2014
Master of Science (MS), Finance and Financial Management Services, 3.81
State University of New York at Buffalo - School of Management 2012 — 2013
Master of Science (MS), Finance, General, 3.81
Shandong University of Finance and Economics 2008 — 2012
Bachelor's degree, Finance, General, 3.21
High School Attached to Shandong Normal University 2005 — 2008
State university of new york
HSBC October 2014 - Present
HSBC August 2012 - September 2014
HSBC January 2012 - August 2012
HSBC January 2011 - December 2011
Skills
Internal Audit, Financial Crime, Global Regulatory..., Operational Risk..., Audit Professional..., Wholesale Credit Risk, Enterprise Risk..., Team Leadership and..., Anti Money Laundering, Auditing, Banking, Financial Risk, Financial Services, Information Security, Operational Risk, Risk Management, Credit, Financial Analysis, Credit Risk, Internal Controls, Management, Retail Banking, Finance, Commercial Banking, Accounting, Credit Analysis
Education
State University of New York at Buffalo - School of Management 1993 — 1997
Bachelor's of Science, Accounting, Finance and Human Resources