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
PwC Advisory - Chicago September 2014 - Present
PwC Advisory - Chicago June 2013 - August 2013
HSBC June 2008 - May 2012
HSBC August 2006 - May 2008
Banco de Crédito BCP June 2005 - August 2006
Banco de Crédito BCP August 2003 - June 2005
Skills
Management Consulting, Corporate Finance, Leadership, Team Leadership, Management, Project Management, Credit Analysis, Credit Risk, Lines Of Credit, Financial Modeling, Financial Analysis, Business Analysis, Valuation, Negotiation, Deal Structures, Debt Restructuring, Customer Service, Investment Banking, Research, Analysis, Entrepreneurship, Emerging Markets, Economics, Econometrics, Start-ups, Start-ups Management, Business Unit Start-up
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master in Business Administration (MBA)
Universidad del Pacífico (PE) 1998 — 2003
Bachelor's degree, Economics
HSBC 2013 - Present
McGladrey 2011 - 2013
Mitchell & Titus, LLP 2010 - 2011
BKD, LLP 2007 - 2010
Meara Welch Browne, P.C. 2006 - 2007
Skills
Auditing, Internal Audit, Financial Statements, Risk Assessment, IT Audit, Internal Controls, Sarbanes-Oxley Act, Financial Audits, CPA, Risk Management
Education
University of Kansas - Graduate School of Business 2005 — 2005
Master, Accounting and Information Systems
The University of Kansas 2000 — 2004
Bachelor, Accounting and Business Administration
BB&T July 2015 - Present
US Bank May 2009 - July 2015
HSBC April 1992 - April 2009
Skills
Commercial Lending, Small Business Lending, Leadership, Consumer Lending, Commercial Banking, Business Relationship..., Coaching, New Business Development, Management, Credit Cards, Portfolio Management, Financial Analysis, Treasury Management, Underwriting, Risk Management, Customer Service, Finance, Mortgage Banking, Credit Analysis, Relationship Management, Branch Banking, Insurance, Business Development, Commercial Mortgages, Cross Selling, Merchant Services, Refinance, Small Business, Asset Based Lending, Sales, Lines Of Credit, Branch Management, Financial Risk, Wealth Management, Payments, Residential Mortgages, Financial Services, Cash Management, Credit Risk, Funding, Strategic Financial..., Loan Servicing, SBA
Education
The University of Findlay
Stericycle October 2010 - Present
HSBC April 2007 - October 2010
HSBC February 2004 - April 2007
Nicor Gas February 2002 - February 2004
Premcor Refining July 1998 - April 2001
Unocal August 1994 - April 1998
Skills
Six Sigma, Process Improvement, Cross-functional Team..., Management, Program Management, Forecasting, Leadership, Operations Management, Training, Analysis, Project Management, Team Building, Continuous Improvement, Strategy, Strategic Planning, Sustainability
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance, Strategic Mgmt, Entreprenuership, Marketing
University of California, Berkeley 1989 — 1994
BS, Chemical Engineering
Jefferson Parish Fire Department September 2011 - Present
The Ritz-Carlton Hotel Company LLC June 2007 - September 2011
HSBC June 2004 - June 2007
Unifocus, L.P. April 2002 - June 2004
Skills
Firefighter I and II..., Haz Mat Tech Certified, WMD, NIMS, EMS
Education
The University of Southern Mississippi 1997 — 2001
Bachelor's, Hospitality Management
Benco Dental January 2015 - Present
Elavon, Inc. October 2012 - December 2014
Intuit February 2009 - October 2012
Bank of America September 2005 - January 2009
HSBC February 2003 - August 2005
Abbott Lab January 1997 - January 2003
Skills
Account Management, Management, Sales, Sales Management, Training, Marketing, Direct Sales, Customer Retention, Solution Selling, New Business Development, Small Business, Salesforce.com, Banking, Leadership, Finance, SaaS, Credit, CRM, Budgets, Financial Services, Marketing Strategy, Coaching, Negotiation, Customer Service, Business Development, Recruiting, Sales Presentations, Customer Satisfaction, Executive Management, Start-ups, Sales Process, Public Speaking, Loans, Strategic Partnerships, Strategy, Mergers & Acquisitions, International Sales, Social Networking, Change Management, Portfolio Management, Call Centers, Business Management, Public Relations, Medium Business, Presentation Coaching, Mortgage Lending, Selling, Marketing Communications, Product Launch, Medical Devices
Education
The University of New Mexico
Bachelor of Science, Biology
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Tribest Corporation January 2014 - Present
JPMorgan Chase October 2010 - October 2013
HSBC February 2007 - April 2009
Skills
Business Development, Portfolio Management, Banking, Investments, Financial Analysis, Mortgage Lending, Valuation, Asset Managment, Equities, Mortgage Banking, Securities, Strategic Financial..., Cash Management, Finance, Financial Modeling, Leadership
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Science (BS), Economics, Business
Nitco International April 2009 - Present
HSBC February 2015 - June 2015
St. Vincent's Housing Association September 2008 - February 2009
The First MicroFinanceBank Limited, Karachi, Pakistan 2006 - 2007
Skills
Sourcing, Microsoft Office, Employee Engagement, Recruiting, C++, Human Resources, Management, Leadership, Market Research, Teamwork, Business Strategy
Education
The University of Manchester 2007 — 2008
MSc, Human Resources for International Development: HRD
Institute of Business Management 2000 — 2007
BBA(Hons), Bi-Majors: Human Resources and Marketing
Guaranteed Rate March 2014 - Present
Community Home Lending January 2013 - March 2014
Spring Venture Group February 2010 - January 2013
Cupini's July 2009 - February 2010
Entercom Broadcasting August 2008 - July 2009
Capital One Home Loans April 2005 - August 2008
HSBC May 2003 - April 2005
Skills
Scripting, Process Improvement, Sales Process, Lead Management, Sales, Customer Service, Conversion Optimization, Strategic Sales Plans, Negotiation, Marketing Strategy, Advertising, Social Media, Management, Team Building, Sales Operations, Marketing, Selling, New Business Development, Mortgage Lending, Loans, First Time Home Buyers
Education
The University of Kansas 1998 — 2003
Sociology, Communications
Shawnee Mission East 1995 — 1998
ThoughtBurst, Inc. January 2011 - Present
CRM Executive Level 2010 - January 2011
IBM Global Business Services 2002 - 2009
PwC 2001 - 2002
PwC 1998 - 2001
Price Waterhouse Management Consultants 1991 - 1998
HSBC September 1984 - May 1991
Skills
Thought Leadership, Strategy, Consulting, Change Management, Customer Experience, Cross-functional Team..., Management Consulting, Strategic Consulting, Business Transformation, Acquisition Integration, Performance Improvement, Professional Services, BPO, Business Process..., Financial Services, CRM, Call Center, Program Management, Call Centers, Leadership, Management, Executive Management, IT Strategy, Outsourcing, Business Process Design, Business Planning, Telecommunications, Process Improvement, Business Analysis, Business Process, Cloud Computing, Analytics, Operational Excellence, Enterprise Software, Business Development, Business Intelligence, SaaS, Organizational Design, Business Strategy, Project Portfolio..., PMO, Multi-channel Marketing, Business Process..., Product Management, Enterprise Architecture, Start-ups, Vendor Management, Mergers & Acquisitions, Governance, Strategic Partnerships
Education
The University of Sheffield 1981 — 1984
BA, Modern History and Political Theory & Institutions
Dartford Grammar School 1974 — 1981
Health One Medical 1998 - Present
HSBC 1993 - 1998
Hong Kong Government 1990 - 1992
Education
The University of Hong Kong
Arup February 2015 - Present
Stanford University July 2014 - July 2015
JMCR Partners (HK) February 2014 - February 2015
McKinsey & Company July 2012 - August 2012
Nexant May 2012 - July 2012
University of Illinois at Urbana-Champaign May 2011 - May 2012
University of Illinois at Urbana-Champaign January 2011 - May 2011
HSBC July 2010 - August 2010
Alibaba.com June 2010 - July 2010
Linde Gas May 2009 - June 2009
Skills
Matlab, Mathematica, Simulations, ANSYS, Labview, Fluid Mechanics, C, Thermodynamics, Composites, Solidworks, Inventor, Mechanical Engineering, Engineering, Programming, R, Optimization, Pro Engineer, Finite Element Analysis, AutoCAD, Simulink, Heat Transfer, Fortran, LaTeX, Structural Analysis, Autodesk Software, Mechanics, SolidWorks
Education
UC Berkeley College of Engineering 2013 — 2014
Master of Engineering (M.Eng.), Industrial Engineering, 3.8/4.0
University of Illinois at Urbana-Champaign 2009 — 2013
BS, Mechanical Engineering, Honor Student
The University of Hong Kong 2010 — 2011
Exchange, Engineering
Hangzhou Foreign Languages School 2003 — 2009
HSBC May 2001 - October 2003
UBS Investment Bank May 1997 - May 2001
UBS Investment Bank September 1991 - February 1997
Skills
Project Management, Global Business..., PMO, Project Delivery, Delivering Projects, Budgets, Business Decision Making, Business Planning, New Business Development
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
University of Kansas 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Shawnee Mission South HS
Takeda Pharmaceuticals July 2014 - Present
Forest Laboratories April 2012 - July 2014
Cintas May 2010 - April 2012
US Xpress April 2009 - May 2010
HSBC November 2008 - April 2009
HSBC December 2005 - November 2008
Skills
Pharmaceutical Sales, Sales, Selling, Sales Management, Training, New Business Development, Business Development, Management, Customer Retention, Sales Process, Marketing Strategy, Sales Presentations, Account Management, Customer Service, B2B, Solution Selling, Logistics, Selling Skills, Direct Sales, Strategic Planning, Coaching, Sales Force Development, Insurance, Cardiology, Neurology, Hypertension, Major Depressive..., Bipolar Disorder, Schizophrenia, Alzheimer's disease, Sales Operations, Cold Calling
Education
The University of Tennessee at Chattanooga 2001 — 2005
Business Admin, Management, Marketing
Soddy Daisy High School 1997 — 2001
General, General Studies
Groupon India July 2012 - July 2014
Groupon Australia November 2011 - March 2012
HSBC December 2010 - February 2011
Oracle August 2009 - October 2009
IBN June 2008 - August 2008
Skills
Competitive Analysis, Online Advertising, Business Strategy, E-commerce, Lead Generation, Marketing Strategy, Social Media Marketing, Email Marketing, New Business Development
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of New South Wales, Sydney 2010 — 2012
Masters, Commerce (Finance and Business Strategy)
St Xaviers College,Mum 2006 — 2009
BA, Economics
Hiranandani Foundation School 1995 — 2004
Grade 10
University of
Citi May 2014 - Present
HSBC April 2013 - April 2014
Barclays July 2009 - April 2013
Deloitte June 2008 - November 2008
UBS Investment Bank May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
University of Connecticut
Bachelor of Business Administration, Business and Technology
The University of Connecticut School of Business
Bachelor of Business Administration (BBA), Business and Technology
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank August 2013 - June 2015
HSBC May 2012 - August 2013
HSBC June 2009 - May 2012
Algorithmics Inc (now IBM Risk Analytics) 2004 - June 2009
Text 100 2002 - 2003
Skills
Change Management, Management, Business Analysis, Risk Management, Derivatives, Collateral Management, Banking, PMO, Financial Risk, Project Delivery, SDLC, Training, Requirements Analysis, Stakeholder Management, IT Project Leadership, Program Management, Vendor Management, Business Management, Regulatory Compliance, Technical Writing
Education
The University of Edinburgh 2001 — 2002
Master's Degree
University of Leeds 1998 — 2001
Bachelor's Degree
EMPLOYERS Insurance May 2014 - Present
PEMCO Insurance July 2012 - April 2014
University of Connecticut August 2010 - August 2012
Cardno ENTRIX April 2012 - July 2012
Rice University September 2008 - July 2010
University of New Mexico January 2005 - May 2008
HSBC 2003 - 2004
Universidad Panamericana August 2002 - December 2003
GNP Insurance 1999 - 2000
Skills
Statistical Modeling, Time Series Analysis, Statistics, Bayesian statistics, Monte Carlo Simulation, Multivariate Analysis, Emblem, Talon, SAS, R, Logistic Regression, Decision Trees, Minitab, Data Mining, Probability, SAS programming, Multivariate Statistics, GLM, Statistica, Applied Mathematics, Bootstrap, Spatial Analysis, Statistical Consulting, Predictive Modeling, CART, Linear Regression, Econometrics, Experimental Design, CHAID, LaTeX, Survival Analysis, Data Analysis, Analysis, SAS Programming
Education
The University of New Mexico 2004 — 2009
Doctor of Philosophy (PhD), Statistics
The University of New Mexico 2004 — 2006
Master of Science (M.Sc.), Statistics
Universidad de Guanajuato 2000 — 2002
Master of Science (M.Sc.), Statistics
U.N.A.M. 1995 — 2000
Bachelor of Science (BSc), Actuarial Science
Discover Financial Services August 2015 - Present
Discover Financial Services May 2013 - August 2015
Discover Financial Services June 2011 - April 2013
Discover Financial Services July 2009 - June 2011
Discover Financial Services September 2008 - July 2009
Discover Financial Services July 2007 - August 2008
Hong Kong SAR Government June 2006 - August 2006
HSBC June 2005 - August 2005
Skills
Quantitative Analytics, Risk Management, Portfolio Management, Forecasting, Strategy, Segmentation, Financial Analysis, Predictive Modeling, Statistical Modeling, Financial Services, SAS, Analytics, Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Economics, Entrepreneurship
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Actuarial Science, Finance
St. Paul's Co-educational College (SPCC) 1997 — 2003
High School
Porsche Financial Services June 2012 - Present
Tri-City Schools October 2009 - June 2012
Santa Fe Christian Schools 2008 - 2009
Mitchell International 2006 - 2008
HSBC 2003 - 2006
BMO Financial Group 2001 - 2003
Gateway June 2000 - September 2000
Price Waterhouse Coopers 1995 - 1996
Skills
Business Planning, Data Analysis, Strategic Partnerships, Financial Analysis, Strategy, Analytics, Management, Leadership, Cross-functional Team..., Business Development, Strategic Planning, Analysis, Finance, market, marke
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA, Finance, Entrepreneurship, Strategic Management
University of Waterloo 1994 — 1995
Master of Accounting, Accounting
University of Waterloo 1990 — 1994
B.A., Accounting
Citibank, N.A. February 2009 - Present
HSBC October 1995 - December 2009
HSBC Financial 1995 - 2008
HSBC FINANICIAL 1995 - 2008
HSBC Auto Finance , N.A. 1995 - 2008
Nissan Motor Acceptance Corp. January 1991 - October 1995
Ford Motor Credit Company June 1987 - January 1991
Skills
Credit Analysis, Customer Service, Business Development, Budgets, Coaching, Training, Contract Negotiation, Loans, Credit, Portfolio Management, Banking, Loan Origination, Loan Servicing, Mortgage Lending, Finance, Underwriting, Credit Risk, Consumer Lending, Financial Analysis, Risk Management
Education
The University of Texas at Arlington 1983 — 1987
B.B.A., Finance
Thompson & Company, LLC May 2015 - Present
University at Buffalo October 2014 - April 2015
HSBC October 2012 - March 2013
Agricultural Bank of China July 2012 - August 2012
Skills
Loans, Accounts Receivable, SAS, Financial Services, Chinese, Financial Risk, Microsoft Office, Enterprise Software, Mandarin, Trade Finance, International Trade, PowerPoint, SPSS, Research, Customer Service
Education
University at Buffalo 2013 — 2015
Master of Arts (MA), International Trade
University of Shanghai for Science and Technology 2009 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
The University of North Dakota 2009 — 2013
Budiness Management
CFA level III Candidate
The Citco Group of Companies March 2015 - Present
Bank of China November 2014 - December 2014
KPMG China July 2012 - September 2012
HSBC July 2011 - September 2011
Skills
Accounting, Financial Accounting, Corporate Finance, Management Accounting, Finance, Microsoft Office, CFA, Financial Analysis, Financial Reporting, Auditing, Entrepreneurship, Customer Service, Microsoft Excel, Teamwork, Analysis, Chartered Financial..., Leadership, Management, Portfolio Management
Education
York University - Schulich School of Business 2013 — 2014
Master of Accounting, Accounting and Finance
University of Toronto - Rotman School of Management 2009 — 2013
Bachelor of Commerce (BCom), Finance and Economics
The University of Hong Kong 2012 — 2012
Summer Exchange, International Relationship Management
Synchrony Financial May 2014 - Present
Synchrony Financial May 2014 - Present
Federal Reserve Bank of Chicago April 2012 - April 2014
HSBC October 2010 - April 2012
Irish Life and Permanent plc August 2007 - March 2010
Skills
Basel II, Stress Testing, Credit Risk, Enterprise Risk..., VBA, Risk Management, Data Mining, Equities, Analysis, SPSS, Forecasting, SQL, Matlab, Microsoft Office, Validation, Regulatory Capital
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
University College Cork 2002 — 2006
BSc. Honors degree, Mathematics and Financial Mathematics
North Mon 1997 — 2002
Accenture March 2011 - Present
HSBC 2009 - March 2011
HSBC October 2005 - October 2009
HSBC October 2005 - June 2007
Skills
Strategy, Management Consulting, Strategic Planning, Business Strategy, Strategic Financial..., Financial Modeling, Pricing Strategy, Corporate FP&A, Performance Management, Quantitative Finance, Finance, Portfolio Management, Segmentation, Business Transformation, Financial Risk, Analytics, Credit Risk, Predictive Modeling, Credit Cards, Banking, Marketing Strategy, Financial Services, Statistical Modeling, Applied Econometrics, Change Management, Credit Analysis, Retail Banking, Financial Analysis, Quantitative Analysis, SAS, Risk Analysis, Credit, Marketing Analytics, Credit Scoring, Risk Management, Executive Reporting, Mortgage Industry, Proformas, Start-ups, Predictive Analytics
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), MBA
University of California, Irvine 2002 — 2005
BA, Economics
Universitetet i Oslo (UiO) / University of Oslo 2004 — 2004
International Summer School, International Relations & Foreign Policy
HBHS
High School/Secondary Diplomas and Certificates
Raina Imaging May 2001 - Present
HSBC July 2003 - October 2007
FedEx Express March 1988 - October 2003
FedEx 1988 - 2003
Education
The University of Memphis 1987 — 1993
Bachelor, Business Administration(Management)
HSBC February 2015 - Present
ACI Worldwide October 2014 - February 2015
Retail Decisions January 2012 - October 2014
Royal Bank of Scotland June 2011 - January 2012
Royal Bank of Scotland October 2009 - June 2011
Skills
Operational Risk, Risk Management, Financial Risk, Fraud, Credit Cards, Banking, SQL, Payments, Payment Card Processing, Analysis, Credit, Business Process..., Strategy, Cards, Fraud Detection, Debit Cards, Governance, Electronic Payments, Online Fraud, Payment Systems, Data Analysis
Education
The University of Edinburgh 2004 — 2007
BSc (Hons) Biological Sciences (Experimental Pathology), Genetics, Cancer Biology and Immunology, 2:1
Settle High School 1999 — 2004
A-Levels: Chemistry (A), Physics (A) and Biology (A)
Glass, Lewis & Co. February 2015 - Present
HSBC May 2013 - August 2014
G4S July 2012 - September 2012
Visteon June 2010 - July 2010
The British International School Shanghai September 2007 - June 2008
Skills
English, Leadership, Marketing Strategy, Microsoft Office, Organization Skills, Communication, Thrive in A Fast-paced..., Teamwork, Time Management, Customer Service, Banking, Microsoft Excel, Team Building, Teaching, Teaching English as a..., Mandarin, Security
Education
The University of Manchester 2008 — 2012
Bachelor of Arts (BA), Chinese and Business and Management
Chinese University of Hong KongHong Kong 2010 — 2011
OpenSpan June 2014 - Present
OpenSpan January 2013 - May 2014
OpenSpan October 2012 - December 2012
HSBC November 2006 - May 2012
HSBC January 2004 - October 2006
Bank of Bermuda September 1998 - December 2003
Bank of Bermuda July 1998 - August 1998
Bank of Bermuda December 1993 - June 1998
Clydesdale Bank December 1988 - November 1993
Skills
Distributed Team..., Offshoring, Performance Management, Project Delivery, Relationship Management, Line Management, Stakeholder Management, Oral & Written..., Full project lifecycle..., Application Support..., Management of..., Management Of..., Redeployment, Staff Development, Vendor Management, Vendor Relationships, System Migration, Project Management, Software Development, Business Analysis, Banking, Data Migration, SDLC, Requirements Gathering, PMO, Enterprise Architecture, Software Project..., IT Strategy, Business Requirements, Requirements Analysis
Education
The University of Edinburgh 1985 — 1988
BSc, Computer Science
MidFirst Bank March 2015 - Present
American Express January 2014 - March 2015
JP Morgan Chase 2010 - 2013
Chase 2008 - 2010
HSBC 2002 - 2008
Skills
Loans, Credit, Small Business Lending, Banking, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Loan Origination, Lines Of Credit, Treasury Management, Retail Banking, Financial Analysis, Commercial Lending, Customer Retention, Cross Selling
Education
Tri County North High School 1991 — 1995
University of Findlay
Citi March 2010 - Present
HSBC January 2008 - August 2008
Skills
Portfolio Management, VBA, Quantitative Finance, Risk Management, Financial Modeling, Credit Risk, Banking, Credit Scoring, Data Analysis, SAS
Education
The University of Edinburgh 2008 — 2009
Master of Science (MSc), Financial Mathematics
Universidad Nacional Autónoma de México 2001 — 2006
Bachelor of Science (BSc), Computational and Applied Mathematics
Hewlett-Packard November 2012 - Present
Hewlett-Packard March 2009 - October 2012
HSBC April 2007 - September 2008
Skills
Marketing Strategy, Sales Management, Sales Support, Account Management, Product Life Cycle..., Product Management, Marketing Management, Process Excellence, Sales Operations, Inside Sales, Sales Process, Gross Margin, Client Relationship..., Retail Banking, Banking Operations, Vendor Relations, International Relations, Customer Relations, Developing Client..., Partner Relationships, Mac/PC proficient, Sales, Partner Management, CRM, HP, Leadership, Direct Sales, Solution Selling, B2B, Business Development, Business Strategy, Business Planning, Relationship Management, Customer Satisfaction, Negotiation, Product Marketing, Strategic Planning, Team Leadership, Product Development, Key Account Management, Pre-sales, Customer Service, Channel, Channel Partners, Process Improvement, Pricing, Strategic Partnerships, Salesforce.com, Sales Presentations, New Business Development
Education
The University of New Mexico 2001 — 2006
Bachelor of Science (BS), Marketing/Marketing Management, General
La Cueva High School 1997 — 2001
Regions Bank May 2009 - Present
HSBC December 2006 - March 2009
Sprint March 2004 - December 2006
University of Georgia March 2003 - February 2004
Education
The University of Georgia 2003 — 2006
BS, Psychology, Sociology
Young Harris College 2000 — 2002
AS, Education
Outdo Technology Co.,Limited February 2014 - Present
Merrill Lynch December 2012 - May 2013
HSBC June 2012 - August 2012
China Life Insurance Co.Ltd June 2011 - August 2011
Sir Run Run Shaw Hospital June 2008 - August 2008
Education
South Kent School 2007 — 2009
The University of Texas at Austin
Actuarial Science
American Express January 2012 - Present
HSBC 2007 - 2011
HSBC 2006 - 2007
HSBC 2004 - 2006
Keane 1994 - 2004
Tech Data 1993 - 1994
Verizon (Formerly GTE Data Services) 1991 - 1993
Skills
MS Office Suite, SDLC, IBM Mainframe, DB2/SQL, Quality Center, Budget Tracking, Software Project..., Clarity, Lotus Notes, IT Governance, Impact Analysis, Software Documentation, Software Development, Management, Microsoft Office, Product Management, Budgets, Governance, Analysis, Strategy, Business Intelligence, Change Impact Analysis, Business Analysis
Education
The University of Georgia
Bachelor of Science, Computer Science
Kanss Securities Commissioner Office February 2013 - Present
Office of the Kansas Securities Commissioner January 2012 - February 2013
Congressional Primary August 2009 - August 2010
HSBC January 2005 - July 2009
Kansas State Legislature December 1998 - January 2005
Barbieri & Associates, Attorney September 1995 - May 1997
Resolution Trust Corporation, Litigation Attorney September 1992 - August 1995
Federal Aviation Administration, Enforcement Attorney September 1989 - September 1992
Skills
Politics, State..., State Politics, Politics, Public Policy, Regulations, Legislative Relations, Policy Analysis, Legislation, Government, Coalitions, International Relations, Litigation, Political Campaigns, Grassroots Organizing, Political Consulting, Event Planning, Public Affairs, Public Speaking, Public Relations, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Policy, Speech Writing, Political Communication, Editing, Legislative Affairs, Media Relations, State Government, Constituent Services, Economic Development, Strategic Communications, Political Science, Community Development, Grassroots
Education
The University of Kansas
BA, Personnel Administration & History of Art
Western State University College of Law, JD
JD, Law
First Madison Bank and Trust May 2009 - Present
HSBC June 2006 - April 2009
Sprint March 2003 - June 2006
Six Barrs May 2002 - August 2002
Skills
Financial Services, Mortgage Lending, Loans, Management, Commercial Banking, Commercial Lending, Banking, Mortgage Banking, Computer Science, Information Technology, Consumer Lending, Sales, Customer Satisfaction
Education
The University of Georgia 2001 — 2006
Bachelor of Science, Agbusiness
Capco July 2015 - Present
PINCH! January 2015 - July 2015
HSBC July 2013 - September 2013
KANA Software May 2013 - July 2013
KANA Software June 2012 - September 2012
Sword Ciboodle, now part of KANA Software June 2011 - September 2011
Flash Magazine March 2005 - February 2006
Skills
Java, Python, Spring MVC, MySQL, JSP, Programming, XML, Cisco Technologies, CRM, Management, HTML, CCNA, Pascal, Groovy, Ant, Marketing Strategy, Organizational Behavior, Organizational Learning, Linux, Maven, Tomcat, Eclipse, Subversion, Organizational..., Servlets, Hibernate, JavaScript, SQL, Manual Testing, Test Automation, Quality Assurance, Agile Methodologies, Hadoop, HBase, Big Data Analytics, Microsoft SQL Server, Windows Azure, Microsoft Servers
Education
The University of Glasgow 2010 — 2014
BSc (Hons), Computing Science
Cisco Networking Academy 2007 — 2008
CCNA2, System, Networking, and LAN/WAN Management/Manager, 93.3
Linopetra and St. Athanasios Lyceum 2005 — 2008
High School Diploma (Apolyterion), Informatics Stream, 19/20
Cisco Networking Academy 2006 — 2007
CCNA1, System, Networking, and LAN/WAN Management/Manager, 90
Oak Hill Advisors, L.P. January 2015 - August 2015
TD Ameritrade September 2013 - January 2014
Inovar Packaging Group May 2013 - August 2013
UTA Housing June 2010 - September 2012
HSBC September 2009 - December 2009
Skills
Accounting, Financial Analysis, Microsoft Excel, GAAP, Financial Reporting, Finance, Auditing, General Ledger, Leadership, Quickbooks, Capital Budgeting, Consolidated Financial..., GAAS, Research, Financial Statements, Treasury Management, SAP, Microsoft Office, QuickBooks
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2010 — 2012
Bachelor of Science (B.S.), Accounting
BRAC University 2006 — 2009
Bachelor of Business Administration (BBA), Finance
HSBC June 2015 - Present
Toastmasters International May 2015 - Present
Community Volunteer Income Tax Program March 2012 - Present
Peel Chinese Community Service Hub November 2011 - Present
Eco-Star Home Services Co. January 2015 - Present
FuQiang Steal Modeling Co. July 2014 - October 2014
Chako Barbecue and Wasabi Grand Buffet September 2013 - June 2014
University of Toronto Chinese Students and Scholars Association November 2011 - February 2014
Limnos Wellness Centre November 2012 - April 2013
University of Toronto Missisauga summer aboard program March 2013 - March 2013
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Mergers & Acquisitions, Bloomberg, Factset, PowerPoint, Rotman Portfolio Manager, Organization Industrial..., Simply accounting, Financial Modeling, Team Leadership, Analysis, Marketing, Teamwork, Social Media Marketing, Social Media, Time Management, Finance, Multilingual, Positive Discipline, Microsoft Office, Customer Service, Financial Analysis, Research, Communication, Leadership, Accounting, Market Research, Economics, Corporate Finance, Event Planning, Public Speaking, Management, Mandarin, Sales, Project Management, Financial Accounting, Statistics
Education
University of Toronto - Ontario Institute for Studies in Education 2015 — 2015
Business Analysis for Financial Services
University of Toronto 2010 — 2014
Bachelor of Commerce (BCom), Finance Specialist, Economic major
The University of Hong Kong 2012 — 2012
HongKong history
Institut de Touraine 2011 — 2011
French Language and Literature
Damco January 2010 - May 2013
Mead Johnson Nutrition June 2009 - December 2009
AIG April 2008 - December 2008
ACE Group August 2005 - March 2008
Prudential Assurance December 2003 - July 2005
HSBC December 2001 - December 2003
Grand Hyatt March 1996 - August 1999
Skills
Human Resources, Talent Management, Employee Engagement, Recruiting, Performance Management, Employee Relations, HRIS, Employee Benefits, Personnel Management, Talent Acquisition, Organizational..., Program Management, Payroll, Leadership, HR Policies, PeopleSoft, SAP HR, Human Resource..., Management, Critical Thinking, Strategic Partnerships, Strategic HR, Project Management, Instructional Design, Organizational Design, Change Management, Adult Learning, Succession Planning, Career Development
Education
University of Houston 2014 — 2015
Master of Science (MSc), Human Resources Development
The University of Manchester 1999 — 2000
Master of Science (MSc), Human Resources Management
HSBC September 2012 - July 2015
HSBC August 2010 - September 2012
Bird & Bird LLP July 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Bloomberg, Private Equity, Capital Markets
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Edinburgh 2006 — 2010
Master of Arts (M.A.)
University of Pennsylvania 2008 — 2009
Credit Suisse March 2014 - Present
CGI February 2012 - February 2014
HSBC January 2006 - January 2011
HSBC January 2005 - January 2006
HSBC InvestDirect (Canada) Limited January 2004 - January 2005
HSBC 2002 - 2004
Merrill Lynch HSBC Canada Inc. January 2001 - January 2002
Merrill Lynch HSBC Canada Inc. 2002 - 2002
Skills
Business Analysis, Wealth Management, Charles River IMS, Business Process, Product Management, Separately Managed..., Advisor Managed Accounts, Vendor Relationships, Trading Platforms, Fixed Income, Securities, Investments, Capital Markets, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, SDLC, Bonds, Options, Bloomberg, Electronic Trading..., Finance
Education
University of Toronto 1997 — 2001
Bachelor of Commerce, Finance
The University of Hong Kong 1999 — 2000
School of Business, Exchange Student
PayPal November 2008 - Present
HSBC November 2001 - October 2008
Skills
E-commerce, E-payments, Mobile Payments, Payments, Salesforce.com, Electronic Payments, Merchant Services, Strategic Partnerships, Payment Card Processing, Sales Management, Customer Acquisition, Selling, Account Management, Forecasting, Customer Experience, Product Management, Credit Cards, Sales, Leadership, SaaS, Team Leadership, Team Building, Payment Gateways, B2B, Mobile Commerce
Education
The University of South Dakota 1996 — 2000
Bachelors
Plexus Worldwide, Inc. August 2011 - Present
HSBC May 2006 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Negotiation
Education
University of New Orleans 1999 — 2001
The University of Southern Mississippi 1998 — 1999
Talmer Bank and Trust December 2009 - Present
JPMorgan Chase March 2008 - December 2009
UBS 2006 - 2008
Front Sight Firearms Training Institute 2002 - 2006
Pinnacle Commercial Holdings Limtied 1998 - 2002
Delta Forex Pty Ltd 1994 - 1998
Indosuez Australia Limited 1991 - 1994
HSBC 1988 - 1991
First National Bank of Chicago 1988 - 1988
BP 1987 - 1988
Skills
Derivatives, Wealth Management, Hedge Funds, Equities, FX Options, Foreign Exchange, Private Equity, Finance, Venture Capital, Structured Products, Bond Markets, REIT, Banking, Oil and Gas Programs, Business Development...
Education
The University of Chicago - Booth School of Business
CFA Institute
UC Davis January 2015 - July 2015
UC Davis September 2010 - December 2014
University of Stavanger January 2014 - March 2014
UC Davis January 2011 - March 2011
HSBC June 2008 - June 2009
Skills
Java, C, C++, Matlab, Perl, PHP, VBA, SQL, Python, LaTeX, Eclipse, Visual Studio, Linux, Algorithms, Statistics, Computer Science
Education
University of California, Davis 2010 — 2014
Doctor of Philosophy (PhD), Computer Science
The University of Hong Kong 2006 — 2010
Bachelor's degree, Electrical and Electronics Engineering
Tsinghua University 2005 — 2006
Computer Science
Nancy's Better Books November 2009 - Present
Nothnagle Home Securities September 1998 - December 2001
HSBC June 1995 - September 1998
Skills
Organization, Volunteering, Fundraising, Books, Strategic Financial..., Customer Service, Community Outreach, Microsoft Excel, Microsoft Word, Writing, Home, Passion for Helping..., Leadership, Non-profits, Nonprofits
Education
The University of New Mexico 1969 — 1977
Bachelor of Arts (BA), Education
HSBC September 2006 - Present
Lehman Brothers April 2005 - September 2006
Summit Systems Inc August 1999 - April 2005
Man Investments Products March 1996 - July 1999
Skills
Trading Systems, Risk Management, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Fixed Income, Equities, Corporate Finance, FX Options, Financial Markets, Investment Banking, Electronic Trading, Financial Risk, Banking, Valuation
Education
The University of Manchester 1994 — 1995
MSc, Computer Science
The University of Manchester 1991 — 1993
BSc, Computer Science
Nationstar Mortgage/Home Community Mortgage April 2012 - Present
Citibank February 2009 - April 2012
Citifinancial Auto July 2007 - December 2008
HSBC October 1999 - June 2007
Key Bank September 1997 - September 1999
California Thrift and Loan June 1995 - August 1997
United States Navy June 1989 - June 1994
Skills
Credit, Credit Analysis, Underwriting, Loans, Mortgage Lending, Management, Team Building, Coaching, Marketing, Business Planning, Training, Finance, Customer Retention, Analysis, Financial Risk, Portfolio Management, Loss Mitigation
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Economics, 3.735 GPA
HSBC September 2001 - April 2011
VTECH Engineering Canada January 1999 - December 2000
Arkon Technologies Inc. March 1997 - December 1998
Arkon Technologies Inc. September 1994 - August 1995
Education
The University of Manchester 1992 — 1996
B.Eng(Hons)
St. Augustine's College 1987 — 1991
A-level
JPMorgan Chase & Co. December 2014 - Present
HSBC September 2014 - November 2014
Missouri Gas Energy October 2012 - July 2014
Commerce Bank September 2011 - October 2012
Commerce Bank August 2008 - September 2011
Commerce Bank November 2007 - August 2008
Best Buy November 2004 - November 2007
Skills
Customer Service, Cash Management, Banking Relationships, Commercial Banking, Energy, Business Analysis, Analysis, Performance Management, Business Strategy, Management, Call Centers, Bank Secrecy Act, Regulatory Compliance, Sales
Education
The University of Kansas
Bachelor's degree, Economics
PayPal September 2013 - Present
Canon Solutions America October 2011 - August 2013
HSBC April 2003 - December 2009
Skills
Sales Management, Business Development, Customer Satisfaction, Customer Retention, Business Process..., Strategy, CRM, Sales, Management, Salesforce.com, Loans
Education
Colorado Real Estate School 1997 — 1998
Completed Certification, Real Estate
United States Air Force Technical School 1988 — 1990
Completed, Communications and Engineering Navigations
The University of South Dakota 1987 — 1988
University of South Dakota 1987 — 1988
Business Management
Capital One (Acquired from HSBC) May 2012 - December 2013
HSBC November 2006 - May 2012
HSBC September 2004 - November 2006
HSBC (Acquired from Household Credit Services) April 2001 - September 2004
Household Credit Services April 1999 - April 2001
Citi August 1991 - April 1999
Skills
Financial Services, Contact Center Strategy, Contact Center..., Telephony Support, Contact Center..., Project Management, Business Analysis, Risk Management, Contact Center..., Contact Center..., Process Improvement, Team Leadership, Strategic Planning, Credit Cards, Team Building, Banking, Strategy, Change Management
Education
The University of South Dakota
Bachelor of Science, Business Administration
Network Global Logistics October 2012 - Present
Merck January 2012 - September 2012
Chubb Insurance November 2010 - December 2011
HSBC June 2007 - July 2010
Johnson and Johnson June 2006 - May 2007
CM Pallaghy October 2005 - October 2006
Daylight Transport June 1997 - April 2005
United States Army Reserve January 1992 - December 1992
United States Army June 1985 - August 1988
Skills
Clarity, Resource Management, Change Management, Training, Software Documentation, Leadership, Project Planning, Business Process, PMO, MS Project, Analysis, Project Portfolio..., Microsoft Excel, Business Requirements, Quality Center, Management, Visio, PMP, Process Improvement, Access, Project Management, Data Analysis, SDLC, Budgets, Vendor Management, Business Analysis, Requirements Analysis, Integration, Program Management, Databases, Enterprise Software, Team Building, Customer Service, Requirements Gathering, Software Project..., Risk Management
Education
The University of Montana - School of Business Administration 1994 — 1995
MBA, International Business
University of Montana 1990 — 1994
BA, Radio/TV
HSBC February 2014 - Present
HSBC April 2009 - February 2014
HSBC August 2008 - March 2009
The Boston Consulting Group October 2005 - July 2008
Booz Allen Hamilton June 2004 - August 2004
Wachovia Bank September 2002 - August 2003
Silverline Technologies March 1998 - September 2002
Datacraft June 1995 - March 1998
CMC Limited May 1993 - June 1995
Skills
Management Consulting, Process Improvement, Portfolio Management, Acquisition Integration, Operational Strategy, Operational Efficiency, Marketing Strategy
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance, Marketing & Economics
University of Pune 1988 — 1992
Bachelor of Engineering, Computer Science
CFA Institute
Passed CFA Level I in June 2010
Project Management Insitute (PMI)
Passed PMP Exam in Feb 2002
Bank of America Merrill Lynch October 2008 - October 2011
HSBC August 2000 - July 2008
Skills
Macroeconomics, Valuation, Equity Research, Equities, Bloomberg, Global Tactical Asset..., Asset Allocation, Native German speaker, Fluent English, Basic French speaker, Economic Research, Economics, Global Macro, Equity Valuation, Datastream, Reuters, Factset, Excel, Word, PowerPoint, Financial Modeling, Strategic Thinking, CFA charterholder, Report Writing
Education
CFA Institute 2000 — 2003
CFA Charterholder
The University of Edinburgh 1996 — 2000
Bcomm (MA), Business Studies and Economics
Carrier IQ November 2011 - Present
Amdocs, Inc. December 2009 - November 2010
Palm Inc. May 2004 - February 2009
Atrua Technologies 2003 - 2004
Airprime (now Sierra Wireless America) 2000 - 2002
United Connections 1999 - 2000
Network Equipment Technology 1997 - 1999
Octel (now Alcatel-Lucent) 1992 - 1997
HSBC 1988 - 1990
Skills
Strategic Planning, Business Development, Account Management, LTE, Product Lifecycle..., Product Management, Mobile Devices, Wireless, Product Marketing, Telecommunications, Start-ups, Mobile Communications
Education
University of California, Davis
MBA
University of California, Davis
MSEE
The University of Hong Kong
BSEE
Lithium Technologies June 2009 - Present
Keibi Technologies October 2006 - June 2009
Unbounded Learning Inc August 2005 - October 2006
QuadraMed December 2003 - August 2005
eGuanxi Inc December 1999 - December 2003
Siemens ICN April 1998 - December 1999
ITSD, Hong Kong Government 1996 - 1997
HSBC 1995 - 1995
Skills
Java Enterprise Edition, XML, Hibernate, Web Services, Java, Tomcat, Design Patterns, Software Development, JavaScript, Agile Methodologies
Education
Diocesan Boys' School
The University of Hong Kong
B. Sc (Hon), Computer Science
University of California, Davis
Master of Science, Computer Science (Crytography and Computing Security)
Coventry Energy Holdings, LLC August 2011 - Present
Chesapeake Energy June 2008 - August 2011
HSBC September 2007 - April 2008
RBC Dain Rauscher May 2006 - May 2007
Education
The University of Edinburgh 2004 — 2005
M.Sc., Political Economy, Security Studies, International Relations
Casady School
Nordstrom fsb June 2015 - Present
Capital One May 2012 - June 2015
HSBC December 2001 - May 2012
MBNA 1993 - 2000
Skills
Portfolio Management, Finance, Analysis, Credit Cards, Banking, Credit, Financial Risk, Financial Modeling, Financial Services, Financial Analysis, Credit Risk, Analytics, Business Analysis, Corporate Finance, Risk Management
Education
The University of Texas at Arlington
HSBC October 2010 - August 2015
HSBC May 2009 - September 2010
HSBC Finance Corporation July 2005 - April 2009
Skills
Analytics, Digital Marketing, Product Development, Customer Acquisition, Affiliate Marketing, Customer Segmentation..., Financial Modeling, Web Analytics, Business Development, Multi-channel Marketing, E-business, SEO, Portfolio Marketing, Profit, Profitability, SEM, Marketing Mix Modeling, Social Media Marketing, Mobile Marketing, Digital Strategy, Business Analysis
Education
University of Illinois at Urbana-Champaign 2003 — 2005
MBA, Marketing and Finance
The University of Texas at Arlington 2000 — 2002
MS, Computer Science
HSBC August 2010 - Present
HSBC Bank plc January 2008 - October 2010
HSBC April 2004 - December 2007
HSBC October 1993 - August 1997
Skills
Financial Services, Balanced Scorecard, Risk Assessment, Financial Risk, SWIFT payments, Financial Transactions, Back Office, Offshoring, Risk Management, Business Transformation, Operational Risk, Operational Risk..., Retail Banking, Credit Risk, Operational Excellence, Vendor Management, Banking, Business Process..., Commercial Banking, Strategy, Relationship Management, Management, Change Management, Trade Finance, Internet Banking, Payments
Education
The University of Manchester 1996 — 1998
Bachelor of Science (BSc), Financial Services practice & law
IFS school of Finance
BMO Harris Bank March 2014 - Present
U.S. Bank August 2012 - March 2014
HSBC April 2006 - August 2012
Fannie Mae August 2004 - March 2006
Skills
Credit Risk, Basel II, SAS, Stress Testing, Risk Management, Portfolio Management, Quantitative Analytics, Banking, Analytics, Analysis, Corporate Finance, Credit, Credit Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Strategic Management, Finance, Economics
University of Chicago 2001 — 2004
Bachelor's degree, Economics
HSBC Securities January 2011 - Present
HSBC Securities August 2009 - January 2011
HSBC 2007 - September 2009
JPMorgan June 2006 - July 2007
Deutsche Bank May 2005 - June 2006
Private Clients & International, Barclays Bank Plc June 2003 - April 2005
Deutsche Bank January 1998 - February 2002
Skills
Financial Risk, Cash Management, Investment Banking, Risk Management, Fixed Income, Market Risk, Credit Risk, Operational Risk, Commodity, Stakeholder Management, PMO, Capital Markets, Derivatives, Trading Systems, Sarbanes-Oxley Act, AML, Operational Risk..., Enterprise Risk..., Middle Office, Swaps, Options, Interest Rate..., Credit Derivatives, Treasury Management, Portfolio Management, Product Control, FX Options, Financial Services, Securities, Back Office, Financial Markets, Structured Products, Basel II, Credit, Banking, Bonds, Basel III, Stress Testing, Dodd-Frank, Counterparty Risk, Economic Capital, Structured Finance, Relationship Management, Reference Data, Regulatory Requirements
Education
The University of Hull 2002 — 2003
MBA, Masters Business Administration
Discover Financial Services 2012 - Present
HSBC 2004 - 2012
iXL Consulting 2000 - 2001
Booz & Company 1993 - 2000
Skills
Financial Services, Payments, Business Transformation, Financial Risk, Start-ups, Relationship Management, Business Turn-arounds, Financial Modeling, Product Management, Due Diligence, Business Development, Credit Cards, Valuation, Finance, Leadership, Business Analysis, Vendor Management, Change Management, Operational Risk, Business Process..., Acquisition Integration, CRM, Marketing Strategy, Executive Management
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), High Honors
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (BS), Electrical Engineering, High Honors
HSBC 2008 - 2012
HSBC 2006 - 2008
Navistar Inc 2004 - 2006
Navistar Inc 2002 - 2004
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign
Bachelor's Degree
Silverstein Realty Group 2013 - Present
Chemplate Industries June 2010 - November 2012
HSBC 2008 - December 2009
ABN AMRO Asset Management February 2005 - May 2007
LaSalle Bank Corporation February 2000 - February 2005
SBC/Ameritech October 1999 - January 2000
Arthur Andersen February 1993 - September 1997
Skills
Banking, Financial Analysis, Financial Modeling, Capital Markets, Treasury Management, Portfolio Management, Basel II, Corporate Finance, Credit Risk, Middle Market, Essbase, Commercial Banking, Asset Managment, Cash Management, Financial Risk, Risk Management, Investments, Credit Analysis, Financial Services, Fixed Income
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Accounting
HSBC November 2010 - Present
HSBC February 2009 - November 2010
HSBC January 2008 - February 2009
HSBC March 2004 - December 2007
Self Employed March 2002 - March 2004
First Data Corporation June 1998 - October 2001
Ruesch International October 1992 - June 1998
Education
The University of Dallas 1988 — 1992
BA, History
Springbox July 2014 - Present
BT November 2012 - July 2014
R/GA August 2011 - November 2012
Virgin Media April 2010 - July 2011
Wunderman March 2009 - April 2010
Logan Tod & Co October 2007 - March 2009
Coremetrics September 2006 - October 2007
Competitive Intelligence Services September 2005 - October 2006
HSBC October 2000 - July 2004
Skills
Web Analytics, Analytics, Digital Marketing, Omniture, Google Analytics, Digital Strategy, Social Media Measurement, SEM, E-commerce, PPC, Mobile Marketing, Online Marketing, SEO, Mobile Devices, Competitive Analysis, WebTrends Analytics, Market Research, Large-scale Data..., Coremetrics Analytics, CRM, Customer Acquisition, Digital Media, Multi-channel Marketing, Customer Insight, Segmentation, B2B Marketing, Campaign Management, Interactive Marketing, Online Advertising, User Experience, Affiliate Marketing, Conversion Optimization, Email Marketing, Integrated Marketing, Database Marketing, Lead Generation, Direct Marketing, Content Strategy, Mobile Advertising, Marketing Research, Information Architecture, Web Analytics Tagging, Management, Puns, Strategy, Social Media Marketing, SQL, Marketing, Consulting, Social Media
Education
The University of Sheffield 2004 — 2005
MBA, Business Administration and Management, General
University of Nottingham 1995 — 1999
Bachelor of Arts (BA), Economics with German
Georg-August-Universität Göttingen 1997 — 1998
Betriebswirtschaftslehrer, Volkswirtschaftslehrer
Stanford Federal Credit Union December 2008 - Present
E-Loan 2006 - April 2008
Eloan Home Equity 2002 - 2006
HSBC January 2000 - January 2002
Wells Fargo 1995 - 1999
Skills
Business Development, Business Process..., Selling Skills, Loans, Banking, Credit, Loan Origination, Underwriting, Sales, Mortgage Banking, Team Building, Strategic Planning, Sales Management, Account Management, New Business Development, Vendor Management, Training
Education
University of Kansas 1986 — 1990
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Capital One October 2011 - January 2014
HSBC October 2009 - October 2011
HSBC Card Services July 2005 - October 2009
Household International 2000 - 2005
Guy's and St Thomas' NHS Foundation Trust 1998 - 2000
The Hillingdon Hospital NHS Trust 1995 - 1998
Skills
PMO, Project Portfolio..., SDLC, Requirements Gathering, Program Management, Business Process..., Process Improvement, Risk Management, IT Strategy, Change Management, Credit Cards, Software Project..., Governance, Project Management, Business Process, PMP, Requirements Analysis, Project Delivery, Resource Management, Program Managemen, Portfolio Management, IT Project & Program..., Cross-functional Team..., Team Leadership, Business Transformation, Issue Resolution, IT Project..., Clarity, Cross-cultural Teams, Business Intelligence, Agile & Waterfall..., Complex Project..., Clear Communications, Collaborative Problem...
Education
University of Warwick 1999 — 2001
Certificate, Business Administration
The University of Glasgow 1978 — 1981
MA, English Lit and Psychology
Wells Fargo Bank September 2006 - Present
HSBC September 2001 - October 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Portfolio Performance..., Campaign Performance...
Education
The University of Memphis 2000 — 2001
Master of Science (M.S.), Finance, 3.5
The University of Memphis 1996 — 2000
Master of Business Administration (MBA), Marketing, 3.5
China Investment Corporation 2010 - Present
University of Michigan, Ross School of Business September 2008 - October 2009
China Investment Corporation May 2009 - August 2009
HSBC May 2007 - July 2007
Education
University of Michigan 2007 — 2009
The University of Hong Kong 2004 — 2007
Bachelor, Electrical Engineering
Tsinghua University 2003 — 2004
Electronic and Electrical Engineering
HSBC July 2011 - Present
HSBC November 2009 - July 2011
Wells Fargo August 2005 - November 2009
Wachovia Bank, National Association & Wachovia Securities, Inc. January 2001 - July 2005
Skills
Commercial Lending, Wealth Management, Loans, Credit, Mortgage Lending, Banking, Commercial Banking, Small Business Lending, Credit Analysis
Education
The University of Connecticut School of Business 1993 — 1998
Bachelors Of Science, Finance
Galaxy Asset Management February 2010 - Present
Sojourner Center 2005 - Present
West Asset Management October 2006 - January 2010
HSBC 2005 - 2006
Metris Companies 2000 - 2006
Creditrust 1998 - 1999
Bank One 1998 - 1998
Chevy Chase Bank 1995 - 1998
Skills
Asset Management, Call Center, Call Centers, Credit Cards, Credit Reporting, Credit Risk, Customer Service, Vendor Management, Banking, Bankruptcy, Credit, Executive Management, Financial Services, Operations Management, Portfolio Management
Education
The University of Georgia 1985 — 1989
Bachelor Business Adminstration, MIS
Wells Fargo February 2012 - Present
Think Finance April 2009 - February 2012
HSBC December 2006 - December 2007
HSBC May 2005 - December 2006
HSBC July 2004 - May 2005
Education
The University of Texas at Arlington 2006 — 2008
B.A., Journalism
University of Missouri-Columbia 1996 — 1998
HSBC July 2008 - Present
HSBC January 2008 - July 2008
Skills
Business Analysis, Management, Product Management, SDLC, Java, Software Project..., Enterprise Architecture, Financial Services, Requirements Analysis, COBOL, Vendor Management, IT Strategy, Security
Education
The University of Sheffield 1994 — 1997
BEng, Civil & Structural Engineering
Citi June 2011 - Present
HSBC August 2003 - May 2011
GE Capital April 1995 - April 2003
Household International June 1987 - April 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
University of Illinois at Urbana-Champaign - College of Business
HSBC June 1998 - Present
Chicago Partners October 1997 - June 1998
State of UIllinois March 1992 - June 1995
JP Morgan Chase 1981 - 1992
First Chicago 1981 - 1992
JPMorgan Chase August 1981 - November 1991
jpMorgan Chase 1981 - 1991
Skills
Capital Markets, Banking, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Interest Rate..., Investments, Portfolio Management, Risk Management, Finance, Financial Risk
Education
The University of Chicago Booth School of Business 1991 — 1994
University of Illinois at Urbana-Champaign 1977 — 1981
B.S. Accounting, Accounting/Finance
J.P. Morgan September 2014 - Present
J.P. Morgan May 2010 - September 2014
J.P. Morgan April 2008 - May 2010
J.P. Morgan November 2005 - March 2008
HSBC September 2003 - October 2005
ABN AMRO July 2000 - September 2002
AIG February 2000 - July 2000
Skills
Equities, Financial Services, Securities, Market Risk, Credit Risk, Derivatives, Bloomberg, Corporate Actions, P&L, Product Control, Investment Banking, Global Custody, Financial Markets, Portfolio Management, Risk Management
Education
The University of Hong Kong 2001 — 2003
HKSI Diploma
UNSW Australia 1997 — 1999
BCom, Finance & Information Systems
HSBC August 2012 - Present
HSH Nordbank AG, New York Branch June 2008 - August 2012
GE Capital Markets, Inc. March 2005 - May 2008
GE Commercial Finance June 2002 - March 2005
Skills
Asset Based Lending, Leveraged Finance, Project Finance, Credit, Syndications, Structured Finance, Financial Analysis, Capital Markets, Corporate Finance, Credit Analysis, Portfolio Management
Education
The University of Connecticut School of Business 1998 — 2002
Bachelor of Science in Business Administration, Business Finance
HSBC 2006 - 2008
Education
The University of Texas at Arlington 1991 — 1996
James Martin Senior High School 1988 — 1991
Dell Services December 2007 - Present
Dell December 2007 - Present
HSBC October 2005 - December 2007
HSBC January 2003 - October 2005
HSBC October 2001 - January 2003
PurchasePro March 2000 - October 2001
Genelco October 1998 - March 2000
Neverdahl-Loft and Associates June 1996 - October 1998
Ameritas 1992 - 1996
Skills
Cross-functional Team..., Management, Competitive Analysis, Leadership, Project Management, Business Process, Product Development, Sales, Financial Analysis, Insurance, Marketing Management, Business Analysis, Process Improvement, Outsourcing, Program Management, Business Process..., Analytics, SaaS, Enterprise Software, SDLC, Business Intelligence, Business Development, Strategy, Business Strategy, Relationship Management, Team Management, Solution Selling, BPO, Call Centers, Team Building, Requirements Analysis, IT Outsourcing, Disaster Recovery, IT Management, Vendor Management, Risk Management
Education
The University of Texas at Austin 1997 — 1999
MBA, Business Management
University of Nebraska-Lincoln 1988 — 1992
BS, Actuarial Science
Shawnee Heights High School 1985 — 1988
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Kraft Foods Group August 2012 - Present
HSBC April 2008 - August 2012
KPMG LLP January 2007 - April 2008
Ernst & Young December 2004 - December 2006
Skills
Financial Modeling, US GAAP, Financial Reporting, Corporate Finance, IFRS, Financial Analysis, Accounting, Finance, Internal Controls, Hyperion Enterprise, SEC filings
Education
The University of Chicago Booth School of Business 2010 — 2014
Master of Business Administration (M.B.A.), Finance and Accounting
University of Louisville 2001 — 2003
MPA, Accounting
Tianjin University
BS, English and Economics
HSBC September 2012 - Present
HSBC December 2006 - September 2012
HP Exstream May 2003 - November 2006
Metavante June 1997 - March 2003
Education
University of Kansas 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Insight August 2011 - Present
HSBC 2010 - September 2011
HSBC 2009 - 2010
HSBC 2007 - 2009
HSBC 2006 - 2007
HSBC 2002 - 2006
Skills
Leadership, Organizational Change..., Human Resources, Performance Management, Talent Management, Change Management, Leadership Development, Employee Relations, Onboarding, Organizational..., Personnel Management, Succession Planning, Employee Engagement, Job Evaluation, Project Management, Employee Training, Negotiation, Talent Acquisition, Internal Communications, Sales Management, Analytics, Organizational..., Recruiting, Learning Management
Education
The University of New Mexico 1988 — 1993
Bachelors, Economics
Fogelman College of Business, University of Memphis January 2013 - December 2014
Pinkdust December 2011 - April 2013
Citi September 2010 - June 2012
HSBC June 2009 - September 2010
Jordinvest May 2008 - June 2009
HSBC Private Bank September 2005 - March 2008
Skills
Advanced Excel skills, Financial Analysis and..., Research Analysis, Fluent in English and..., Financial Analysis, Commercial Banking, Research
Education
The University of Memphis 2013 — 2015
Master of Science (M.S.), Finance
NYIT 2006 — 2008
Master of Business Administration (M.B.A.)
The University of Jordan 2002 — 2005
B.A, Information Technology
Devotion January 2009 - Present
Rapid Realty 2009 - 2010
SEG 2009 - 2010
Encompass Outdoor Media August 2008 - February 2009
Pierce Eislen August 2007 - October 2008
HSBC April 2002 - June 2006
PNM Resources August 2000 - March 2002
Education
The University of New Mexico 1999 — 2002
Business Administration
Citigroup August 2012 - Present
HSBC October 2007 - August 2012
IMPAQ International May 2004 - October 2007
Skills
Risk Management, SAS, Quantitative Analytics, Statistical Modeling, Predictive Modeling, Credit Risk, Data Mining, Data Analysis, Quantitative Finance, Financial Modeling, Portfolio Management, Financial Risk
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of Maryland Baltimore County 2002 — 2004
Master of Arts (M.A.), Economics
Xiamen University
Bachelor of Arts (B.A.), Economics
Fannie Mae October 2012 - Present
Fannie Mae August 2009 - Present
HSBC May 2005 - May 2009
HSBC Finance Co. September 1997 - May 2005
HSBC/Beneficial Finance Corp. April 1985 - September 1997
Skills
Business Process..., Credit, Leadership, Loans, Process Improvement, Strategy, Investments, Banking, Mortgage Lending, Risk Management, Management, Six Sigma, Cross-functional Team..., Mortgage Banking, Sales Management, Program Management, Analysis, Financial Services
Education
The University of New Mexico 1979 — 1983
B.A., Economics
Peck Wealth Management May 2011 - Present
JPMorgan 2005 - 2008
HSBC 2002 - 2005
U.S. Trust 1998 - 2002
Lawrence O'donnell Marcus & Co. 1996 - 1998
Stephens Inc. March 1982 - April 1996
Skills
Financial Services, Alternative Investments, Investment Advisory, Retirement Planning, Investments, Wealth Management, Retirement, Portfolio Management, Investment Management, Fixed Income, Equities, Series 7, Investment Banking, Asset Allocation, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Economics
The University of Memphis 1973 — 1977
B.B.A., Finance, 3.97 summa cum laude
Bank of America June 2011 - Present
Household International May 2004 - April 2009
HSBC 2004 - 2009
Skills
Banking, Customer Service, Forecasting, Microsoft Excel, Sales, Business Analysis, Accounting, Account Management, Insurance, Microsoft Office, Lotus Notes, Budgets, PowerPoint, Microsoft Word, Time Management
Education
The University of Memphis 2011 — 2014
Bachelor of Science (BS), Accounting
DeVry University 2009 — 2012
Bachelor of Business Administration, Accounting, Finance
Dialog direct October 2012 - January 2015
PCCW Teleservices January 2009 - October 2012
HSBC 2006 - 2008
PCCW Teleservices 2003 - 2006
Affinity Marketing Services June 2000 - November 2003
TeleQuest June 1995 - June 2000
Skills
BPO, CRM, Call Center, Call Centers, Customer Experience, Customer Service, Customer Retention, Offshoring, Management, Operations Management, Outsourcing, Product Management, Quality Assurance, Sales, Strategy, Telemarketing, Vendor Management, Training
Education
The University of Texas at Arlington 1990 — 1994
Bachelor of Science, Business
HSBC September 2008 - Present
Bear Stearns June 1993 - May 2008
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Finance
University of Michigan
AB, Economics
U.S. Bank June 2012 - Present
HSBC / Capital One December 2010 - June 2012
HSBC June 2008 - November 2010
HSBC April 2007 - June 2008
Ford Motor Credit Company February 2005 - March 2007
Ford Motor Company May 1998 - January 2005
Altair 1993 - 1997
Education
The University of Chicago - Booth School of Business
MBA, Finance & Strategy
Indian Institute of Technology, Varanasi, India
B.Tech., Mechanical Engineering
BNP Paribas May 2014 - June 2015
BNP Paribas November 2013 - May 2014
Goldman Sachs June 2013 - October 2013
BNP Paribas April 2012 - November 2012
HSBC June 2011 - September 2011
JP Morgan Chase 2010 - 2011
Credit Suisse 2008 - 2009
Lehman Brothers 2002 - 2008
Mittal Steel 1999 - 2000
Skills
Change Management, Banking, Derivatives, Investment Banking, Asset Management, Business Analysis, Risk Management, Equities, FX, Risk, Vendor Management, Program Management, MS Project, Stakeholder Management, Process Engineering, Business Strategy, Visio, Project Planning, Requirements Analysis, Management Consulting, Business Planning, Risk Mitigation, Requirements Gathering, Excel, Analysis, Integration, Problem Solving, Outsourcing, SDLC, Global Custody, Prime Brokerage, Cross-Asset Securities, Project Management, Microsoft Office, Microsoft Word, Asset Managment, Credit Risk, Equity Derivatives, Finance, Microsoft Excel, FX Options, Financial Risk
Education
The University of Manchester 1998 — 2000
MSc, International Business
University of the Witwatersrand 1998 — 1999
MBA, Partnership in International Management (PIM) Programme
The University of Manchester 1995 — 1998
BSc Honours, Management Sciences
HSBC October 2011 - Present
SunTrust Bank November 2009 - October 2011
RBC Bank September 2008 - October 2009
Wachovia, A Wells Fargo Company September 1997 - September 2008
Skills
Commercial Banking, Private Banking, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Loans, Finance
Education
The University of Georgia 1991 — 1995
BA, History
Grant Thornton LLP (Canada) December 2014 - Present
Grant Thornton LLP September 2012 - Present
HSBC September 2014 - December 2014
Grant Thornton UK LLP January 2014 - June 2014
Grant Thornton LLP September 2009 - September 2012
Skills
Tax Advisory, UK Corporation Tax, Corporate Tax Planning, International Tax, Tax Accounting, IFRS, GAAP, Restructuring, Statutory Audit, Tax Law, UK GAAP
Education
Kaplan Financial 2009 — 2012
ACA (ICAEW), Chartered Accountancy, First time pass
The University of Hull 2005 — 2008
Bachelor of Laws (LLB), Commercial Law
Newcastle Unde Lyme Independent High School
The University of Hong Kong 2009 - 2013
The Martec Group June 2008 - July 2008
HSBC July 2007 - August 2007
Education
The University of Hong Kong 2009 — 2013
Doctor of Philosophy (Ph.D.), Reproductive Medicine
The University of Hong Kong 2005 — 2009
Bachelor's Degree, Animal and Plant Biotechnology
Zhixin High School 1999 — 2005
High School, Physics
Monticello Associates April 2013 - Present
Nuveen Investments November 2010 - March 2013
HSBC August 2009 - November 2010
Lakefront Partners, LP May 2008 - July 2008
Morningstar UK, Ltd September 2007 - December 2007
XE Capital Management May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Investments, Capital Markets, Series 7, Asset Allocation, Private Equity, Asset Managment, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 2014 — 2017
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Walsh Jesuit 2001 — 2005
Diploma, College Preparatory
Standard Chartered Bank 2014 - Present
Banco Santander 2013 - 2014
HSBC 2011 - 2012
HSBC 2009 - 2011
HSBC Canada 2007 - 2009
HSBC Credit Cards USA 2005 - 2007
HSBC Bank UK 2001 - 2005
Bank of Scotland 1998 - 2001
Skills
Segmentation, Analytics, Marketing Strategy, Proposition Development, Product Innovation, Digital Marketing, Digital Strategy, Strategic Partnerships, Customer Insight, Customer Acquisition, Pricing Strategy, Credit Cards, Integrated Marketing, Marketing, Strategy, Market Planning
Education
University of Strathclyde Business School 1994 — 1996
Master of Business Administration (M.B.A.)
The University of Dundee 1985 — 1989
Masters, Economics
1st Choice Project Management Training April 2010 - Present
Tek Systems November 2010 - June 2011
IBM October 2008 - May 2010
First Industrial Realty Trust October 2007 - October 2008
HSBC May 2006 - October 2007
Aon Hewitt June 1999 - May 2006
Northern Trust April 1997 - June 1999
Skills
Business Analysis, Project Management, PMP, Project Planning, Project Delivery, Process Improvement, Requirements Analysis, Vendor Management, MS Project, Program Management, SDLC, Software Project..., Business Process..., Project Portfolio..., Requirements Gathering, Visio, Resource Management, IT Strategy, Business Intelligence, Microsoft Project
Education
The University of Salford 1987 — 1991
Bachelor of Science (BSc), Economics and Computer Science
Gulf Coast Bank and Trust September 2012 - Present
IBERIABANK September 2009 - September 2012
HSBC February 2002 - April 2009
Skills
Leadership, Commercial Banking, Business Development, Commercial Lending, Management, Retail Banking, Small Business Lending, Mortgage Lending, Banking, CRM, Credit Analysis, Portfolio Management, Loans, Credit, Consumer Lending, Branch Banking, Finance, Lines Of Credit, Loan Origination, Financial Services, Branch Management, Mortgage Banking
Education
LSU Graduate School of Banking
Loyola University of New Orleans
MBA, Marketing
The University of Southern Mississippi
BS, Business Administration
Capital One May 2012 - Present
HSBC December 2010 - April 2012
Northwestern Mutual Insurance / Compuware 2007 - 2010
American Express / Tata Consultancy Services 2000 - 2007
Skills
Project Management, Program Management, Software Project..., PMP, SDLC, Analytics, Management, Strategy, PMO, Process Improvement, Project Portfolio..., Business Analysis, Business Process..., Requirements Analysis, Business Process, Vendor Management, Business Intelligence, Requirements Gathering, Outsourcing, Risk Management, Integration, Business Transformation, Cross-functional Team..., Resource Management, IT Strategy, Global Delivery, Agile Project Management, Coaching, Management Consulting, Service Delivery, Team Management, Start-ups, Pre-sales
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA)
University of Calcutta
Systems Management
Utkal University
Mechanical Engineering
Billion Automotive May 2009 - Present
HSBC 2002 - 2009
Education
Spartan School of Aeronautics
AMT, Airframe & Powerplant
The University of South Dakota
B.B.A, Management
Automotive Capital Resources March 2014 - Present
Lawson Group Inc January 2013 - Present
Western Funding, Incorporated December 2011 - December 2012
Champion Restoration and Roofing, LLC June 2010 - December 2011
Westlake Financial Services August 2008 - August 2010
ACC Consumer Finance August 2007 - August 2008
HSBC March 1999 - August 2007
Consumer Portfolio Services August 1996 - March 1999
ACC Consumer Finance March 1995 - August 1996
Gulf States Acceptance Corporation June 1993 - March 1995
Skills
Sales Management, Credit Analysis, Credit, Loans, Sales, Credit Risk, Business Development, Finance, Banking, Portfolio Management, Relationship Management, Underwriting, Mortgage Lending, Financial Analysis, Consumer Lending, Loan Origination, Risk Management, Financial Services
Education
The University of Texas at Arlington 1984 — 1988
BBA, Finance
HSBC July 2014 - Present
RBS Global Banking & Markets August 2011 - July 2014
KPMG CT September 2008 - July 2011
Skills
Financial Reporting, Internal Controls, External Audit, Financial Analysis, Accounting, US GAAP, Auditing, Sarbanes-Oxley Act, SEC filings, Valuation, Financial Accounting, Big 4, Regulatory Filings, Microsoft Excel, Microsoft Word, Microsoft Office, Commercial Banking, IFRS
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science (BS), Accounting
Chicago, Illinois 2012 - Present
HSBC 2009 - 2012
HSBC 2008 - 2009
HSBC 2004 - 2008
HSBC 2002 - 2004
Skills
Policy and strategy..., Analytical thought..., Loss and liquidation..., Developing key..., Profitability assessment, Marketing Analytics, Credit Cards, Credit Risk, Credit, Leadership, Strategy, Portfolio Management, Financial Services, Management, Consumer Lending, Loans, Risk Management, Financial Risk, Product Management, Banking, Analytics, Mergers & Acquisitions, Loan Origination, Finance, Mortgage Lending, Financial Modeling, Analysis, Financial Analysis, Program Management
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Statistics
University of Michigan
Bachelor of Science (B.S.), Accounting
State Farm Insurance 2008 - 2012
HSBC August 2004 - October 2007
Wyndham Hotel Group June 2003 - June 2004
Hilton Worldwide October 2002 - July 2003
Central Parking System October 2001 - October 2002
Isle of Capri Casino April 1999 - January 2001
Skills
Customer Service, Community Outreach, Computer Proficiency, Public Speaking, Public Relations, Retail, Event Management, Event Planning, Live Events, Administrative..., Property & Casualty..., Life Insurance, Project Management
Education
University of Southern Mississippi 1992 — 1994
Bachelor of Science (B.S.), Psychology
RBC August 2015 - Present
CultureLink Realty June 2015 - July 2015
HSBC February 2011 - November 2013
RBC May 2008 - May 2010
RBC April 2005 - April 2008
RBC March 1994 - March 2008
Skills
Customer Service, Sales, Public Speaking, Leadership, Microsoft Word, Marketing, Training, Event Planning, Personal Financial...
Education
The University of Hong Kong
Bachelor’s Degree, English Language and Literature, General
University of Hong Kong
Bachelor of Arts
HSBC November 1989 - Present
Cathay Bank, New York April 2002 - January 2004
Shanghai Commercial Bank, New York April 2001 - April 2002
Chemical Bank, New York October 1994 - June 1996
Skills
Credit, Loans, Portfolio Management, Branch Banking, Business Development, Management, Trade Finance, Leadership, Team Management, Recruiting, Team Leadership
Education
The University of Hong Kong
Bachelor of Social Science, Business Management