HSBC, North America
Industry: Company
DescriptionHeadquarters: Lake Forest, IL Founded: 1980 Subsidiaries: HSBC Bank USA, HSBC Bank Canada, Parent organizations: HSBC, HSBC Overseas Holdings (UK) Limited
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HSBC, North America Employees
Firm Foundation Christian Fellowship, Inc. October 2007 - Present
HSBC North America November 2005 - January 2015
US Navy August 1984 - September 2005
Skills
Discipleship, Biblical Studies, Pastoral Counseling, Religion, Spiritual Direction, Youth Ministry, Missions, Gospel, Liturgy, Church Growth, Church Events, Religious Studies, Pastoral, Evangelism, Volunteer Management, Apologetics, Community Outreach, Leadership, Teaching, Strategic Planning, Team Building, Leadership Development, Public Speaking, Event Planning, Fundraising, Microsoft Office, Nonprofits
Education
South Florida Bible College and Theological Seminary 2012 — 2016
Bachelors Pastoral Ministry
Excelsior College
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo April 2014 - Present
Capital One May 2012 - January 2014
HSBC North America July 2010 - April 2012
HSBC Card and Retail Services July 2005 - July 2010
HSBC Card Services June 2001 - July 2005
Sears Information Technology August 2000 - June 2001
Sears Credit Home Office March 1999 - August 2000
Sears Credit Home Office May 1998 - March 1999
Sears Los Angeles Regional Credit Card Operations Center October 1997 - May 1998
Sears Los Angeles Regional Credit Card Operations Center June 1992 - October 1997
Skills
Performance Management, Credit Cards, Relationship Management, Capacity Planning, Workforce Management, Business Process Design, Call Center, Financial Services, Vendor Management, Business Process..., Process Improvement, Portfolio Management, Executive Management, Business Analysis, Change Management, Operations Management, Risk Management, Analytics, Program Management, Call Centers, Banking, Credit, Credit Risk, Management, Cross-functional Team..., Mortgage Lending, Strategy, Integration, Leadership, Workforce Planning, Outsourcing, BPO, Visio, Business Process, Business Strategy, Service Delivery, Employee Engagement, Coaching, Cross Functional Team...
Education
Pacific Lutheran University 1982 — 1986
BA Cum Laude, Economics
JPMorgan Chase January 2014 - Present
PNC October 2012 - January 2014
United Global Solutions (UGS) April 2012 - October 2012
HSBC North America January 2011 - February 2012
Radian Guaranty September 2006 - October 2010
Namtech Electronic Devices Ltd. May 1996 - August 2005
Skills
Credit Risk, Risk Management, SQL, Essbase, SAS, Process Improvement, Financial Modeling, Portfolio Management, Financial Risk, Financial Analysis, Capital Markets, Valuation
Education
University of Cincinnati
Masters, Quantitative Analysis
Cochin University of Science and Technology
MBA, Business Administration
Bharathiar University
BE, Electronics Engineering
HSBC, North America February 2010 - Present
HSBC, North America March 2006 - January 2010
Syntel Inc. September 2004 - February 2006
Infosys Technology & Services January 2002 - August 2004
Tata Consultancy Services Asia Pacific Pte. Ltd. August 1997 - December 2001
Skills
Node.js, jQuery, Agile Methodologies, Staff Management, Program Management, Enterprise Architecture, IT Strategy, Business Process, Software Project..., SOA, PMP, Global Delivery, Systems Analysis, Offshoring
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), International Business
Bengal Engineering and Science University, Shibpur 1993 — 1997
B.E., Civil Engg.
Enrique Lara, Sole proprietor April 2013 - Present
The Continental Group January 2013 - December 2013
LT Wealth Group, LLC April 2012 - February 2013
Bank of America April 2012 - July 2012
Itau-Unibanco July 2011 - March 2012
HSBC North America 2010 - July 2011
The Lara Club, Inc February 2010 - November 2010
Brookville Capital Partners, LLC May 2010 - August 2010
Merrill Lynch November 2005 - January 2009
Skills
Wealth Management, Asset Managment, Banking, Investments, Real Estate, Negotiation, Business Strategy, Asset Management, Corporate Finance, Management, Financial Modeling, Due Diligence, Residential Homes, Real Estate Economics, Valuation, Portfolio Management, Real Estate Development, Financial Analysis, Finance, Investors, Investment Properties, Property, Commercial Real Estate, Acquisitions, Disposition, Corporate Real Estate, Real Estate Financing, Real Estate Transactions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2009 — 2010
MSRED, REAL ESTATE DEVELOPMENT
HSBC-North America January 2001 - Present
Reed Business Information June 1983 - January 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Visio, Internet, Typing, Marketing, Risk Management, Sales
Education
Dominican University
Bachelor of Arts (B.A.), Communication Arts and Sciences
USAA September 2012 - Present
HSBC - Dubai UAE July 2010 - August 2012
HSBC - Dubai UAE October 2007 - August 2010
HSBC - North America May 1996 - October 2007
Skills
Risk Management, Banking, Credit, Credit Risk, Credit Cards, Retail Banking, Portfolio Management, Financial Risk, Mortgage Lending, Financial Services, Business Analysis, SAS, Process Improvement, Consumer Lending, Relationship Management, Financial Analysis, Credit Analysis, Analytics, Vendor Management, Basel II
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Executive MBA
University of Pennsylvania - The Wharton School 2014 — 2014
Professional Certification of Advanced Risk Management
Saint Xavier University 1993 — 1997
Bachelor's degree
TD March 2013 - Present
Affinity Federal Credit Union November 2011 - March 2013
Affinity Title Agency, Inc. October 2010 - March 2011
Prestige Auto Group October 2009 - April 2010
HSBC North America April 1996 - April 2010
HSBC April 1996 - April 2009
Skills
Sales Management, CRM, Management, Training, Loans, Talent Management, Leadership, Mortgage Lending, Banking, Credit, Business Planning, Recruiting, Performance Management, Sales, Program Management, Portfolio Management, Customer Relationship..., Risk Management, Business Strategy, Team Building, Finance, Strategic Planning, Credit Analysis, Operations Management, Credit Unions
Education
Greensboro College 1991 — 1995
Bachelor of Science, Political Science and Government
Discover Financial Services June 2014 - Present
HSBC North America April 2010 - June 2014
HSBC North America December 2008 - April 2010
Skills
Credit Cards, Retail Banking, Stress Testing, Data Mining, Forecasting, Matlab, Analytics, Financial Modeling, Data Analysis, Microsoft Excel, Economic Capital, Credit, Credit Risk, Portfolio Management, Risk Management, Banking, Research, Financial Risk, Financial Analysis, SPSS, SAS, Capital Management, SAS programming, Basel II, Derivatives
Education
Loyola University Chicago 2007 — 2008
MS, Applied Statistics
University of Georgia 2004 — 2006
MS, Fashion Merchandising
Donghua University 1997 — 2001
California Employment Development Department May 2009 - Present
HSBC North America December 2005 - January 2008
HSBC North America December 2005 - October 2006
Wescom Credit Union November 2003 - April 2005
Wescom Credit Union January 2000 - October 2003
Wescom Credit Union June 1998 - December 1999
Wescom Credit Union January 1992 - May 1998
Skills
Compliance, Policy, Credit, Banking, Documentation, Budget Preparation, Cost Control, Team Building, Team Management, Leadership Development, Software Documentation, Budgets, Microsoft Office, Management, Government, Program Management, Coaching, Public Speaking, Nonprofits, Workforce Development, Quality Assurance, Training, PowerPoint, Loans, Strategic Planning, Process Improvement, Access, Community Outreach, Project Management, Time Management, Microsoft Word, Organizational..., Human Resources, Customer Service, Call Centers, Outlook, Mortgage Lending, Leadership, Auditing, Analysis, Administration, Career Counseling, Conflict Resolution, Data Analysis, Employee Relations, Fundraising, Performance Management, Project Planning, Recruiting, Resume Writing
Education
Henderson State University 1977 — 1981
Bachelor of Science, Management
BMO Harris Bank April 2015 - Present
PNC June 2011 - April 2015
HSBC North America July 2008 - June 2011
HSBC North America January 2006 - June 2008
Federal Reserve Bank of Chicago January 2000 - December 2005
Federal Reserve Bank of Chicago June 1997 - January 2000
Skills
Regulatory Liaison, Customer Satisfaction, Governance, Risk Management, Information Security..., Process Improvement, Executive Reporting, Compliance, Teaching, Risk, Enterprise Risk..., Risk Assessment, Banking, Change Management, Process Engineering, Security, Audit, Problem Solving, Complaint Management, IT Governance, Auditing, Software Documentation, Financial Risk, Mortgage Lending, Operational Risk..., Leadership, Program Management, IT Management, Business Process, Information Technology, Operational Risk, Internal Audit, Management, Business Process..., Business Continuity, Business Continuity..., Executive Management, Incident Management, IT Strategy, Disaster Recovery, Financial Services, Business Analysis, SDLC, PMO, Information Security
Education
DePaul University 2000 — 2002
Masters of Science, Information Systems, Graduated with Distinction
Ripon College 1993 — 1997
Bachelor of Arts, Economics, Politics, Magna Cum Laude
Nationwide Insurance May 2013 - Present
Nationwide Insurance January 2012 - Present
Allstate/Encompass April 2010 - January 2012
John Hancock Financial Network July 2008 - May 2010
HSBC North America 2006 - 2007
Skills
Series 6, Long-term Care, Series 63, Property & Casualty..., Insurance, Investments, Fixed Annuities, Life Insurance, Retirement Planning, Employee Benefits, Long Term Care Insurance, IRAs, Recruiting, Retirement, Asset Managment, 401k
Education
Appalachian State University 2003 — 2008
Finance & Banking; Risk & Insurance
Abbott Laboratories July 2009 - Present
HSBC - North America October 2003 - November 2008
HSBC Bank USA July 1998 - October 2003
Kmart Corporation 1997 - 1998
Kmart Corporation 1988 - 1997
Skills
Talent Management, Performance Management, Succession Planning, Coaching, Feedback, 360 Feedback, Talent Assessment, Performance Appraisal, Leadership Development, Career Development, Interviewing, Talent Development, Strategy, Human Resources, Organizational..., Personnel Management, Management, Recruiting, Leadership, Training, Workforce Planning, Organizational..., Organizational Design, Talent Acquisition, Onboarding, Deferred Compensation, Executive Coaching, HRIS, Job Analysis, Culture Change, Executive Development, HR Consulting, Management Development, Employee Relations, HR Transformation, Interviews
Education
Wayne State University 1980 — 1988
Ph.D., Industrial/Organizational Psychology
Mansfield University of Pennsylvania 1976 — 1980
BA, Psychology
42U DirectNET April 2009 - April 2012
HSBC North America June 2005 - April 2009
Skills
Bilingual, Sales, Microsoft Office, Data Center, Green IT, Vendor Relationships, Eagle Scout, Personal Finance, Team-oriented, Account Management, Cloud Computing, Enterprise Software, Salesforce.com, Sales Management, Marketing, Managed Services, Lead Generation, Direct Sales, Leadership, Solution Selling, Strategic Partnerships, New Business Development
Education
Brigham Young University 2003 — 2013
Business Management
Metropolitan State College of Denver 2001 — 2001
Lamplight Group October 2006 - Present
Loreal / salon centric 2014 - 2014
Cognosante 2013 - 2013
Advocate Mortgage Group June 2005 - August 2006
HSBC - North America March 2004 - June 2005
HSBC - Mortgage Services December 1996 - March 2004
Skills
Public Speaking, Motivational Speaking, Lifestyle Coaching, Inspiration, Energy Healing, Spirituality, Spiritual Teacher, Spiritual Direction, Keynote, Engaging Public Speaker, Radio Broadcasting, Radio Host, Training, Team Building, Fundraising, Leadership, Published Author, Nonprofits, Hypnotherapy, Holistic Health, Workshop Facilitation, Stress Management, Wellness, Meditation, Personal Development, Project Management, Social Networking, Healing, Business Coaching, Reiki, Management, Coaching, Organizational..., Life Coaching, Job Coaching, Human Resources, Mortgage Lending, Workshops, Employee Training, Leadership Development, Small Business, Retreats, Sales, Instructional Design, Interviews, Wellness Coaching, Executive Coaching, Entrepreneurship, Consulting, Conflict Resolution
Education
American InterContinental University 2003 — 2005
AIU Online
Mitchell International July 2014 - Present
The Boston Consulting Group March 2013 - March 2014
INSEAD January 2012 - December 2012
Sears Holdings Corporation June 2009 - November 2011
HSBC Consumer Mortgage Lending July 2008 - May 2009
HSBC North America August 2006 - July 2008
Skills
Cross-functional Team..., Strategy, Analytics, Process Improvement, Business Strategy, CRM, Financial Analysis, Management, Business Analytics, Marketing Strategy, Entrepreneurship, Business Intelligence, E-commerce
Education
INSEAD 2012 — 2012
MBA
Purdue University 2004 — 2006
Mechanical Engineering, Heat Transfer and Computational Fluid Dynamics
Indian Institute of Technology, Madras 2000 — 2004
B.Tech, Mechanical Engineering
Chaitanya Junior college
bvbps
HSBC May 2015 - Present
HSBC Retail Banking and Wealth Management April 2013 - Present
Sodexo January 2013 - April 2013
HSBC North America February 2011 - January 2013
HSBC North America April 2010 - February 2011
HSBC North America July 2008 - April 2010
HSBC North America January 2007 - July 2008
Toski, Schaefer & Co. PC Certified Public Accountants and Consultants 2006 - 2007
Sodexo USA 2000 - 2006
Scotiabank - Canada 1998 - 2000
Skills
Internal Audit, Internal Controls, General Compliance, Risk Assessment, Accounting, Financial Risk, Credit Risk, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley Act, Operational Risk, Operational Risk..., AML, Auditing, Banking, Finance
Education
University of Windsor 1995 — 1997
MBA, General Management
Manchester Business School 1992 — 1994
MSc, Management
The London School of Economics and Political Science (LSE) 1988 — 1991
BSc (Hons), Economics, Accounting and Finance
First Security Bank February 2012 - Present
Fifth Third Bank July 2011 - February 2012
JPMorgan Chase September 2009 - May 2011
HSBC North America 2004 - 2009
Dealer's Financial Services 2003 - 2004
Applied Card Systems 2001 - 2003
Skills
Sales, Loans, Banking, Credit, Leadership, Management, Training, Mortgage Lending, Finance, Recruiting, Underwriting
Education
Concord University 1999 — 2002
Business Management
HSBC North America January 2007 - Present
HSBC North America January 2006 - January 2007
HSBC North America October 2002 - January 2006
Lucent Technologies October 1999 - November 2001
International Network Services September 1998 - October 1999
Waste Management October 1989 - August 1998
Sears Communications Ltd 1984 - 1987
Skills
Disaster Recovery, Vendor Management, PMP, SDLC, Data Center, IT Management, Project Portfolio..., Project Management, Requirements Analysis, Data Warehousing, ITIL, Security, Software Project..., PMO, Software Documentation, Network Administration, Enterprise Architecture, Networking, IT Strategy, Telecommunications, Infrastructure, Process Improvement
Education
Northern Illinois University 1982 — 1986
B.S., Computer Science
Mazuma Credit Union August 2012 - Present
Fort Campbell Federal Credit Union April 2009 - August 2012
HSBC North America July 2008 - April 2009
HSBC North America March 2003 - June 2008
Skills
People Management, Process Management, Change Management, Coaching, Leadership, Management, Loans, Banking, Mortgage Lending, Team Building, Sales, Credit Unions, Credit, Branch Management, Risk Management, Credit Analysis, Commercial Lending, Consumer Lending, Loan Origination, Underwriting, Small Business Lending, Deposits, Hand Knitting, Servant Leadership
Education
Bethel College (TN) 2011 — 2015
Bachelor’s Degree, Organizational Leadership, 4.0
HSBC North America November 2010 - Present
HSBC August 2005 - November 2010
Skills
PeopleCode, DB2, PeopleTools, Java, SQR, SDLC, PL/SQL, Requirements Analysis, Oracle, SQL, Data Warehousing, COBOL, Requirements Gathering, Unix, Business Intelligence, Software Project..., Business Analysis, Microsoft SQL Server
Education
Kendriya Vidyalaya
Wells Fargo Bank October 2010 - March 2012
SAP Labs November 2009 - April 2010
Home-Account, Inc. February 2009 - October 2009
JP Morgan Chase (Formerly Washington Mutual Bank) November 2005 - January 2009
HSBC North America October 2004 - October 2005
Skills
Analytics, Business Strategy, Competitive Analysis, Cross-functional Team..., Financial Modeling, Financial Services, Management, Marketing, Product Development, Product Management, Product Marketing, Strategy
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Chulalongkorn University
B.E.
HSBC North America July 2010 - Present
CrossFire Group April 2010 - July 2010
MSC Services Corp January 2003 - May 2009
MapleStar Computing Corp January 1993 - December 2002
Allstate Insurance June 1987 - June 1993
Automated Concepts Inc. August 1984 - June 1987
Education
North Central College 1990 — 1992
Illinois Institute of Technology 1983 — 1984
Grambling State University 1981 — 1983
Roosevelt University 1980 — 1980
ESPY Jax February 2012 - Present
Jacksonville Sister Cities Association August 2013 - July 2015
Charter Schools USA July 2014 - June 2015
Life and Love Studio May 2014 - July 2014
Saint Johns County Public Schools August 2013 - December 2013
Florida Virtual School September 2011 - May 2013
School District of Clay County August 2011 - September 2011
Mandarin High School December 2007 - August 2011
Huntington Learning Center June 2008 - September 2008
HSBC-North America April 2007 - December 2007
Skills
Foreign Languages, Adobe Creative Suite, Creative Writing, Curriculum Development, Teaching, Educational Technology, Educational Leadership, Higher Education, Public Speaking, Spanish, Staff Development, Tutoring, ESL, Classroom, K-12, Instructional Technology, Literacy, English, Teaching English as a..., Lesson Planning, Distance Learning, Secondary Education, Moodle, Teaching Adults, Language Teaching, International Education, Blended Learning, PowerPoint, Literature, Grammar, Translation, Social Media, Social Studies, Editing, Technology Integration, E-Learning, Student Affairs, Instructional Design, Training, Curriculum Mapping, Teacher Training, Adult Education, Microsoft Office, Curriculum Design, Writing, Research, Public Relations, Customer Service, Event Planning
Education
Íbero TEFL 2015 — 2015
Certificate, TEFL/TESOL, All Ages
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing
Full Sail University 2011 — 2011
Master's degree, Media Design
Teach First Coast Educator Preparation Institute 2009 — 2010
Teacher Certification Course, Education
2008 The Bolles School Summer Institute 2008 — 2008
Certificate, AP Spanish Language
Flagler College 2004 — 2006
Bachelor of Arts, Latin American Studies & Spanish
Johnson County Community College 2001 — 2004
General Studies, General Studies
Shawnee Mission North High School 1997 — 2001
Diploma, Diploma
United February 2014 - Present
United Airlines April 2011 - February 2014
Genesis Health Care August 2009 - November 2010
HSBC North America January 1996 - January 2008
Philippine Airlines In-flight Center October 1984 - December 1996
Skills
Customer Service, Budgets, Process Improvement, Process Scheduler, Microsoft Office, Project Management, Team Building, Call Centers, Human Resources, Strategic Planning, Management, Training, Team Leadership, Operations Management, Coaching, Time Management, Leadership, Customer Satisfaction, Teamwork
Education
Essex County College 2009 — 2009
Associate's degree - undergraduate, Mechanical Engineering
Institute of Culinary Education 2003 — 2004
Culinary Arts, Classic Culinary Arts
Institute of Culinary Education 2003 — 2004
diploma, Culinary Arts; Classic Culinary Arts
Technological University of the Philippines 1984 — 1986
Marine power plant engineering, power plant
Technological University of the Philippines 1984 — 1986
Associate's degree in Stationary Marine Engineering, Power Plant
Kraft Foods Group July 2013 - Present
Kraft Foods Group August 2012 - July 2013
Aviva plc November 2010 - July 2012
JPMorgan Chase December 2009 - August 2010
Genovique Specialties Inc October 2009 - December 2009
CCC Information Services Inc July 2009 - October 2009
Bank of America December 2006 - April 2009
HSBC North America July 2006 - December 2006
Kraft Foods Group April 2005 - July 2006
Kraft Foods Group September 2003 - April 2005
Skills
Essbase, Financial Analysis, Financial Reporting, Variance Analysis, SAP, Process Improvement, Forecasting, Cross-functional Team..., Budgets, Corporate Finance, Accounting, Finance, Management, Hyperion, Financial Modeling, Cost Accounting, Leadership, P&L, Financial Forecasting, Analysis, Consumer Products
Education
DePaul University 1997 — 2001
Bachelor of Science, Finance
Consultant - HCSC, United Airlines, US Cellular September 2010 - Present
HSBC North America July 2005 - July 2010
Anixter International January 2003 - June 2005
Anixter Europe (London, England) January 2000 - December 2003
Anixter Europe (London, England) January 1998 - December 1999
Anixter International January 1994 - December 1997
Anixter International January 1990 - January 1994
Skills
Relationship Management, IT Strategy, IT Business Strategy, Business Analysis, IT Management, IT Leadership, Large Program Management, Business Acumen, Data Warehousing, CRM, E-commerce, Supply Chain Management, Process Improvement, Strategic Planning, Business Strategy, Marketing Technology, Financial Services, Distribution Systems, Strategy, Marketing, Change Management, Management, Enterprise Software, Leadership, Project Management, Consulting, Vendor Management, SDLC, Information Technology, Business Process..., Business Process, Project Portfolio..., PMO, Cross-functional Team..., Analytics, Integration, Telecommunications, Outsourcing, Software Project..., Program Management, Business Intelligence, Team Leadership, Requirements Analysis
Education
Northwestern University - Kellogg School of Management
Executive Education, Kellogg Management Institute
Keller Graduate School of Management of DeVry University
MBA, Marketing and Finance
Philippine Institute of Nutrition and Food Science
BA - Hotel and Restaurant Management
Bank of America May 2014 - Present
RONDARADIO, Inc., WRLR 98.3FM December 2013 - Present
Bank of America March 2012 - May 2014
PNC Mortgage September 2011 - March 2012
HSBC June 2010 - September 2011
HSBC NORTH AMERICA SERVICE April 2009 - June 2010
HSBC CONSUMER AND MORTGAGE LENDING July 2007 - April 2009
HSBC NORTH AMERICA September 2004 - August 2007
HSBC RETAIL SERVICES February 2003 - July 2004
HSBC Retail Services September 2001 - February 2003
Skills
Process Engineering, Change Management, Six Sigma, Forecasting, Retail, Customer Service, Venture Capital, Process Modeling, Networking, Policy Analysis, Database Administration, Investor Relations, Risk Management, Vendor Management, Banking, PMP, Project Management, Portfolio Management, SDLC, Business Process..., Resource Management, PMO, CRM, Cross-functional Team..., Call Centers, Leadership, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Masters Degree with Distinction, Project Management
Wright State University 1988 — 1992
Bachelor of Science (B.S.), Marketing / Financial Services
Kettering Fairmont High School
Bank of America September 2011 - Present
HSBC North America Risk October 2009 - September 2011
Stanford University September 2008 - June 2009
HSBC North America June 2008 - September 2008
Stanford University April 2008 - June 2008
Skills
Analytics, Portfolio Management, Data Analysis, Financial Analysis, Risk Management, Credit, Credit Cards, Financial Risk, SAS, Quantitative Finance, Matlab, Economics, Financial Modeling, Valuation, Credit Risk, Analysis, Corporate Finance, Quantitative Analytics, Banking
Education
Stanford University 2007 — 2009
MS, Management science & engineering
University of Alaska Fairbanks 2005 — 2007
Master of Business Administration (MBA), Capital Markets
Osmania University 2001 — 2005
B.E, Mechanical engineering
St. Pauls High School
HSBC Consumer and Mortgage Lending March 2015 - Present
HSBC Consumer and Mortgage Lending 2014 - 2015
HSBC Mortgage Services, Inc. April 2010 - 2014
HSBC Bank USA, N.A. April 2010 - 2014
HSBC, North America 2009 - April 2010
HSBC 2007 - 2009
HSBC 2004 - 2007
Household International 1997 - 2004
Skills
Mortgage Lending, Loans, Banking, Credit, Financial Services, Underwriting, Mortgage Banking, Credit Analysis, Portfolio Management, Loss Mitigation, Credit Risk, Loan Origination, Relationship Management, Consumer Lending, Small Business Lending, Credit Cards, Risk Management, Commercial Banking, Commercial Lending, Financial Risk, Investments, Residential Mortgages, Default, Financial Analysis, Retail Banking, Asset Managment, Cross Selling, Refinance, Wealth Management, Finance, Strategic Financial..., Executive Management, Mortgage Servicing, Loan Servicing, FHA, Cash Management, Funding, Mortgage Underwriting, Operational Risk, Retirement Planning, Branch Management, Series 63, Insurance, Securities, Investment Banking, Series 7, Due Diligence, Operational Risk..., Capital Markets, Mutual Funds
Education
IMD Business School
University of Central Florida
B.A., Legal Studies, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bank of America October 2009 - Present
HSBC North America December 2008 - May 2009
HSBC November 2006 - December 2008
Household International 2001 - 2006
Skills
Credit, Portfolio Management, Relationship Management, Mortgage Lending, Banking, Loans, Underwriting, Business Development, Leadership, Strategy, Team Building, Management, Commercial Banking, Financial Services, Retail Banking, Credit Analysis, Consumer Lending, Recruiting, Sales, Strategic Planning, Team Leadership, Training, Sales Management, Human Resources, Customer Retention, Call Centers
Education
Middle Tennessee State University
HSBC March 2008 - Present
HSBC Consumer & Mortgage Lending 2007 - Present
HSBC North America 1997 - Present
Merrill Lynch Business Financial Services Inc. 1997 - 2002
Education
Northern Illinois University 1988 — 1993
Keller Williams Team Realty January 2014 - Present
Keller Williams Realty 2006 - Present
Real Estate March 2006 - Present
Keller Williams Realty Signature March 2007 - December 2013
Keller Williams Realty Signature 2007 - December 2013
HSBC February 2004 - January 2006
HSBC North America 1985 - 2006
Household International 1985 - 2006
HSBC 2002 - 2004
Household Finance January 1994 - July 2002
Skills
Tennis, Golf, Foreclosures, Management, Condos, Sellers, Sales, Real Estate, Short Sales, Single Family Homes, Training, Real Property, Luxury, Finance, Property Management, Real Estate Transactions, Human Resources, Investment Properties, First Time Home Buyers
Education
Northern Illinois University 1972 — 1976
BS, Management
Credit One Bank January 2014 - Present
Capital One May 2012 - December 2013
HSBC North America February 2009 - April 2012
HSBC North America October 2006 - February 2009
L2 Marketing Research July 2006 - September 2006
Environmental Products & Services (EPS) Co., a subsidiary of an Asian conglomerate annual sales $4B December 2000 - September 2002
Shanghai Netflowers LLC, a pioneer of online fresh flower and gift service in Mainland China December 1997 - March 2000
Skills
Financial Modeling, Credit, Risk Management, Credit Risk, Credit Analysis, Data Analysis, Loans, Asset Management, Credit Cards, Portfolio Management, Business Analysis, Financial Risk, Process Improvement
Education
市一中学
市一中学
University of Cincinnati College of Business 2005 — 2007
Master's degree, Management Sciences and Quantitative Methods
University of Cincinnati 2002 — 2004
MS (tech MBA), Quantitative Analysis and Operation Management
East China Normal University 1997 — 2001
Bachelor's Degree, Environmental Science
Huang & Fitzgerald Consulting 2012 - Present
DePaul University 2013 - Present
Illinois Institute of Technology 2013 - Present
Enova Financial 2008 - 2009
HSBC North America 2004 - 2007
HSBC North America 1998 - 2004
Northern Illinois University 1997 - 1998
Northern Illinois University August 1996 - August 1997
Shanghai Bailian Co., Ltd., the largest retailer in China 1991 - 1996
Skills
Analytics, E-commerce, Customer Acquisition, Product Management, Strategy, Career Development..., Start-ups, Training, Cross-functional Team..., Project Management, Marketing Strategy, Management, Career Strategist, Financial Services, IT Management, Cultural Awareness, New Business Development, Database Queries, Interviewing Skills, Project Planning, University Teaching, Cultural Competency, International Students, Marketing, PowerPoint, Microsoft Office, Analysis, Microsoft Excel, Leadership
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA
Northern Illinois University - College of Business 1996 — 1998
M.S.
East China Normal University 1988 — 1991
M.Ed.
HSBC North America August 2014 - Present
HSBC Hong Kong March 2008 - August 2013
HSBC Korea December 2004 - March 2008
HSBC Korea October 2002 - December 2004
Skills
Transfer Pricing, Consultative Selling, Business Strategy, Product Management, Fluent English, Business Analysis, Product Development, Risk Management, English, Product Marketing, Financial Modeling, Business Development, Competitive Analysis, Strategy, Management Consulting, Analytics
Education
Yale University - Yale School of Management 2013 — 2014
Master of Advanced Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2013
Master of Business Administration (M.B.A.)
연세대학교 / Yonsei University 1999 — 2003
Bachelor of Science (BS), Architectural Engineering
Jakarta International School
Kate Thome March 2014 - Present
Visa June 2013 - March 2014
Visa November 2011 - June 2013
Visa September 2010 - November 2011
Visa October 2009 - September 2010
QuinStreet September 2008 - October 2009
HSBC North America February 2008 - June 2008
HSBC May 2006 - January 2008
Capital One Bank, N.A. (formerly Hibernia National Bank) June 2004 - May 2006
MBNA America 2001 - 2003
Skills
Credit Cards, Payment Cards, Competitive Analysis, Direct Marketing, Retail Banking, Data Analysis, Cost Analysis, Performance Benchmarking, Market Analysis, Business Insights, Product Launch, Product Development, Portfolio Optimization, Analytics, Financial Analysis, Vendor Management, Cost Benefit, Budgets, Debit Cards, Marketing Analytics, Strategy, Mobile Payments, Payments, Cross-functional Team..., CRM, Marketing, Financial Services, Customer Acquisition, Risk Management, Leadership, Program Management, Segmentation, Management, Database Marketing, Process Improvement, Mergers & Acquisitions, Loyalty Programs, Interviewing Skills, Research, Writing, Storytelling, Communication Skills
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Finance and Marketing
College of the Holy Cross 1996 — 2000
BA, Philosophy
Zurich North America April 2014 - Present
Zurich North America March 2012 - April 2014
HSBC - North America June 2007 - December 2011
Ameritech / Illinois Bell 1986 - 2000
Skills
Internal Communications, Strategic Communications, Corporate Communications, Marketing Communications, Strategic Planning, Strategy, Newsletters, Leadership, Press Releases, Integrated Marketing, Direct Marketing, Advertising, Employee Engagement, Change Management, Event Management, Program Management, Management Consulting, Social Media
Education
Elmhurst College 1982 — 1986
BA Communications and Urban Studies
Redwood Logistics (formerly TSE) July 2007 - Present
HSBC North America July 2004 - July 2007
Skills
Excel, PowerPoint, Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Risk, Corporate Finance, Financial Accounting, Microsoft Dynamics, Ad Hoc Reporting, Executive Reporting, Budget, Forecasting, Financial Forecasting, Cash Flow Forecasting, Cash Flow, Problem Solving, Leadership, Budgets, Managerial Finance, Operations Management, Auditing, Finance, Variance Analysis, Consolidation, Business Planning, Account Reconciliation, Process Improvement, Cash Management, Transportation, Hyperion Enterprise, Analysis, Internal Controls, Treasury Management
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, Finance / Derivative Markets
Loyola University Chicago 2005 — 2007
Joy Global November 2011 - Present
Wildwood Presbyterian Church August 2009 - July 2012
P&H Mining Equipment December 2010 - October 2011
HSBC April 2009 - December 2010
HSBC North America October 2008 - April 2009
HSBC Card & Retail Services April 2007 - October 2008
Motorola Inc. March 2006 - October 2006
Motorola Inc. August 2004 - March 2006
Motorola Inc. March 2000 - August 2004
Motorola Inc. April 1999 - March 2000
Skills
Change Management, Performance Management, Management, Leadership Development, Cross-functional Team..., Training, Business Development, Vendor Management, Organizational..., Team Building, Operations Management, Succession Planning, Business Planning, Integration, Budgets, Talent Management, Project Management, Team Leadership, Coaching, Strategy, Forecasting, Strategic Planning, E-Learning, Sales, Onboarding, Analysis, Organizational..., Instructional Design, Workshop Facilitation, Program Management, Training Delivery, Leadership, Employee Engagement, Team Management
Education
Lake Forest Graduate School of Management 1999 — 2004
M.B.A., International Business
University of Illinois at Urbana-Champaign 1988 — 2002
B.A., English
HSBC, North America July 2000 - Present
Chase Home Finance August 1996 - August 1998
Carteret Mortgage 1989 - 1996
Skills
SAS, Credit Risk, Banking, Credit, Mortgage Lending, Loans, Portfolio Management, Financial Risk, Requirements Gathering, Analytics, Risk Management, DB2, Business Analysis, Visio, Vendor Management, Data Mining, Data Warehousing, Data Analysis, Financial Analysis, Access, Analysis, Software Documentation, Systems Analysis, Business Intelligence, Data Modeling, SAS programming, Requirements Analysis
Education
St. Petersburg College 1992 — 1997
Aviation Technology, Aviation
Kansas State University 1979 — 1981
Business
ClaySpace Ceramics Arts Studio 2010 - Present
HSBC April 1999 - November 2008
HSBC North America 1999 - 2008
Harper College 1996 - 1999
Allstate Insurance Company 1969 - 1995
Oakton Community College 1974 - 1994
Automatic Electric Company 1967 - 1969
Skills
Training Delivery, Training, Organizational..., Recruiting, Human Resources, Management, Instructional Design, Staff Development, Project Management, Personnel Management, Curriculum Design, Teaching, Management Development, Employee Training, Needs Analysis, Leadership Development, Blended Learning, Learning Management, Succession Planning, Workshop Facilitation, Change Management
Education
National Louis University 1994 — 1996
MSM, Management, Organizational Development, Adult Education
Northern Illinois University 1961 — 1965
B.S. in Education, History, Sociology, Criminology, Education
HSBC North America December 2013 - Present
HSBC Bank USA February 2011 - December 2013
HSBC Bank USA April 2010 - February 2011
HSBC North America October 2000 - April 2010
HFC July 1997 - October 2000
Household International March 1992 - July 1997
Skills
Risk Management, Mortgage Lending, Banking, Consumer Lending, Analytics, AML, Project Management, Process Improvement, Credit, Portfolio Management, Credit Risk, Financial Services, Strategic Planning, Business Analysis, Vendor Management, Operational Risk, Financial Risk, Financial Analysis, Loans, SAS, Internal Audit, Risk Assessment, Operational Risk..., Relationship Management, Credit Cards, Retail Banking, KYC, Management, Enterprise Risk..., Basel II, OFAC
Education
Northeastern Illinois University 1990 — 1995
MA, Environmental Land Use Planning
Northeastern Illinois University 1985 — 1989
BA, Political Science & Environmental Studies - Legislation/Regulation, Public Administration
Grant Thornton LLP 2015 - Present
Credit & Risk Insights, LLC 2014 - 2015
Aurora Bank FSB 2011 - 2013
Doral Financial Corporation 2007 - 2010
Bank of America 2005 - 2006
HSBC North America 1999 - 2004
Fair Isaac Corporation 1991 - 1999
Skills
Credit, Financial Risk, Portfolio Management, Loans, Risk Management, Financial Services, Mortgage Lending, Finance, Credit Cards, Equities, Management, Private Equity, Real Estate, Market Risk, Loan Servicing, Banking, Credit Risk, Credit Analysis, Mortgage Banking, Capital Markets, Underwriting, Strategic Planning
Education
The University of Chicago - Booth School of Business 1973 — 1976
Master of Business Administration (MBA)
Kenyon College 1969 — 1973
Bachelor of Arts (BA), Economics
Citi February 2015 - Present
Citi September 2013 - Present
M.W.S. Enterprises Inc. November 2012 - July 2013
Bank of America July 2011 - November 2012
HSBC North America August 2010 - July 2011
Lebanese American University September 2006 - February 2010
Skills
Analysis, Onboarding, KYC, Fixed Income, Equities, Foreign Exchange, Accounting, Financial Futures, OTC, Access, Teamwork, Sales, Banking, Microsoft Excel, Marketing, PowerPoint, Leadership, Time Management, Project Management, Microsoft Office, Finance, Management, Team Leadership, Microsoft Word, Financial Analysis, Public Speaking, Account Reconciliation
Education
Lebanese American University 2006 — 2010
Bachelor's degree, Accounting and Finance
Movement Mortgage, LLC June 2015 - Present
Atlantic Bay Mortgage Group September 2011 - May 2015
Atlantic Bay Mortgage Group 2009 - October 2011
HSBC North America January 2005 - 2009
HSBC 2004 - 2005
HSBC North America 2003 - 2004
Consumer Lending January 2001 - January 2003
Household International January 2000 - January 2001
HSBC North America January 1998 - January 2000
Household International January 1997 - January 1998
Skills
Management Consulting, Sales Recruitment, Marketing Strategy, Sales Management, Change Management, Operations Management, Strategic Planning, Negotiation, Customer Relations, Team Building, Coaching, Social Media, Budgeting, New Business Development, Customer Service, Contract Negotiation, Public Speaking, Business Strategy, Forecasting, Planning, Credit, Mortgage, Loans, Account Management, Team Leadership, Microsoft Office, Mortgage Lending, Finance, Banking, Recruiting, Mortgage Banking, FHA, Risk Management, Leadership, Management, Business Development, Marketing, Training, Sales, Real Estate, Business Planning, Strategy, Loan Origination
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Northern Illinois University 1985 — 1990
BS
Carmel High School 1981 — 1985
Xinnix 2009 — 2010
Synergy Social Media Sessions
Composites Horizons, Inc. October 2014 - Present
PPG Industries - Aerospace Transparencies December 2012 - October 2014
PPG Industries - Aerospace Transparencies March 2006 - November 2012
PPG Industries - Aerospace Transparencies January 2005 - February 2006
HSBC North America June 2003 - December 2004
Skills
Process Engineering, Root Cause Analysis, Continuous Improvement, Six Sigma, Composites, Plastics, Aerospace, DMAIC, Kaizen, FMEA, SPC, Lean Manufacturing, Manufacturing, AS9100, Design of Experiments, 5S, Minitab, Manufacturing..., Value Stream Mapping, Manufacturing..., ISO, Coatings, Manufacturing Operations, R&D, Engineering, Failure Analysis
Education
Oregon State University 1998 — 2003
Bachelor's Degree, Industrial Engineering
Position Logic, Advanced Applications Division of KORE June 2009 - Present
HSBC North America 2005 - 2009
HSBC 2004 - 2009
Skills
SaaS, Product Development, Strategic Partnerships, Leadership, Sales Process, New Business Development, Solution Selling, Sales, Sales Management, Product Management, Wireless, Product Marketing, Business Intelligence, Mobile Devices, Direct Sales, Account Management, Business Strategy, Start-ups, Business Development, International Sales, Telecommunications, Strategic Planning, Team Leadership, Sales Operations, Channel Partners, Go-to-market Strategy, CRM, Cross-functional Team..., International Business, Salesforce.com, Team Building, Competitive Analysis, Cloud Computing, B2B, Marketing Strategy, Strategy, Entrepreneurship, Channel, Management, Contract Negotiation, LinkedIn, Vendor Management, Social Networking, Enterprise Software, Small Business, Consulting, Presentations, People Skills, M2M, Selling
Education
Loyola University New Orleans 1988 — 1992
bba, Management
Jesuit High School, New Orleans, LA
Banco Popular North America August 2012 - Present
Banco Popular North America June 2011 - August 2012
Morgan Stanley Credit Corporation September 2010 - June 2011
HSBC - North America November 1989 - May 2009
HSBC May 2003 - June 2006
HSBC May 2001 - May 2003
HSBC 1999 - 2001
HSBC 1997 - 1999
Skills
Direct Marketing, Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Corporate Communications, Marketing, Project Management, Online Advertising, Retail, Management, Leadership, B2B Marketing, Media Relations, Banking, Product Management, Product Development, Strategy, Financial Services, Strategic Planning
Education
Loyola University Chicago 1984 — 1988
HSBC North America May 2015 - August 2015
WeiserMazars LLP 2015 - 2015
NBAD Private Bank Suisse SA July 2014 - September 2014
Yves Rocher August 2013 - August 2013
celio June 2011 - August 2011
Asie Distribution November 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, R, VBA, Communication, Client Relations Skills, Intercultural Projet..., Bloomberg, Financial Management, Financial Markets, Portfolio Management, Derivative Products, Business Management, Probability, Statistics, Banking, Derivatives, Economics, Finance, Fixed Income, Investment Banking, Risk Management
Education
City University of New York-Brooklyn College 2015 — 2015
Bachelor of Applied Economics, Finance, General
Université Paris Dauphine 2014 — 2015
Applied Ecobomics Dauphine/Brooklyn, Financial Ingeneering, Bachelor
Université de Strasbourg 2013 — 2014
Diplôme Universitaire de l'Actuaire de Strasbourg, Actuariat
Lycee Condorcet 2011 — 2013
Bac+2, Prépa Physique et Chimie, A
Cardinal Health December 2013 - Present
Cardinal Health September 2012 - December 2013
HSBC North America 2008 - September 2012
Brunswick Corporation 2007 - 2008
Brunswick Corporation 2006 - 2007
Brunswick Corporation 2005 - 2006
American Express 2003 - 2005
Skills
Hyperion Enterprise, PeopleSoft, QuickBooks, SAP, Microsoft Office, Oracle Applications, Monarch Pro, Lean Six Sigma
Education
North Park University 2008 — 2012
Master of Business Administration (MBA), MBA
University of Wisconsin-La Crosse 1999 — 2003
Bachelor's degree, Accounting and Finance
Blue Cross Blue Shield Association/TEKSystems April 2015 - September 2015
TEKsystems September 2014 - March 2015
NueVista Group April 2014 - September 2014
Randstad Technologies US August 2012 - April 2014
DeVry Inc May 2008 - August 2012
Lupus Foundation of America - Illinois Chapter February 2011 - February 2012
Belisery Management Company December 2007 - September 2008
eSentio Technologies February 2006 - March 2007
NAVTEQ North America January 1998 - February 2006
HSBC North America 2006 - 2006
Skills
Large group Facilitation, PMP, Business Process..., Resource Management, Six Sigma, Scope Management, PMO, Project Portfolio..., Program Management, SDLC, IT Management, Vendor Management, Certified Project..., Software Project..., MS Project, Project Management, Cross-functional Team..., Process Improvement, Requirements Analysis, Project Planning, Visio, Business Analysis, Management, IT Strategy, Project Delivery, Change Management, SharePoint, Integration, Agile Project Management, Risk Management, Requirements Gathering, Business Intelligence, PMI, Governance, Management Consulting, Business Process Design, Software Documentation, PMBOK, CMMI, Service Delivery, Information Technology, Business Process..., Budgets, Business Transformation, Disaster Recovery, Product Management, Scrum, Software Development, Team Management, Waterfall
Education
Elmhurst College 2000 — 2004
BS, Business Administration
Roosevelt University 1993 — 1994
Certificate, Legal Assistant Program
Ferris State University 1976 — 1979
AAS, Court & Conference Reporting
Freedom Mortgage August 2013 - Present
Fifth Third Bank July 2012 - August 2013
LoanCare, a Division of FNF Servicing, Inc. May 2011 - August 2012
Aurora Loan Services October 2007 - April 2011
HSBC North America, Carmel January 2004 - September 2007
HSBC North America, Carmel January 2004 - September 2007
HSBC North America March 2006 - May 2007
HSBC 2004 - 2007
HSBC North America October 2004 - March 2006
HSBC North America July 2004 - October 2004
Skills
Call Center, Executive Management, Sales, Process Engineering, Problem Solving, Collaborative Problem..., Conflict Management, Leadership Development, Team Leadership, Strategic Leadership, Cross-functional Team..., Hands-on Training, Business Process..., Process Management, Enterprise Risk..., Operational Risk..., Analytical Skills, Analytic Thinking, Passionate about work, Passion for Helping..., Passion for Quality, Passion for Success, Data Mining, Leading Change, Credit, Call Centers, Leadership, Loss Mitigation, Strategy, Training, Portfolio Management, Mortgage Underwriting, Loan Servicing, Loans, Mortgage Lending, Credit Analysis, Default, Consumer Lending, Mortgage Servicing, Management, Underwriting, Mortgage Banking, Process Improvement, Loan Origination, Banking, Residential Mortgages, Risk Management, FHA, Financial Services, Finance
Education
Indiana University-Purdue University at Indianapolis 1995 — 1996
Bellarmine College 1994 — 1995
HSBC North America April 2013 - Present
Skills
Employee Benefits, Sales, Health Insurance, Insurance, Management, Salesforce.com, Business Development, Cold Calling, Marketing, Sales Management, Sales Operations, Business Planning, Analysis, Healthcare, Life Insurance, Sales Process
Education
George Mason University
Virginia Intermont College
Bachelor or Business Administration (BBA)
HSBC - North America November 2009 - February 2015
HSBC - North America September 2006 - November 2009
HSBC Retail Services May 1998 - September 2006
National Sporting Goods Association June 1991 - May 1998
Irving-Cloud Publishing 1982 - 1991
Skills
Relationship Management, Public Affairs, Financial Services, Banking, Internal Communications, Marketing, Management, Marketing Strategy, Leadership, CRM, Analytics, Change Management, Marketing Communications, Strategic Communications, Email Marketing
Education
Illinois State University 1978 — 1982
Bachelors, English Education
JPMorgan Chase & Co. November 2014 - Present
HSBC - North America June 2013 - October 2014
American Express September 2009 - June 2013
American Express April 2006 - August 2009
American Express May 2004 - April 2006
American Express June 2000 - April 2004
NYC Administration for Children's Services April 1992 - June 2000
Skills
Compliance, Contract Negotiation, Spanish, Public Sector, Data Privacy, Policy, AML, BSA, Training, Bank Secrecy Act, Project Management, Corporate Law, Governance, Due Diligence, Fraud, Internal Audit, Strategy, Analysis, Operational Risk, OFAC, Corporate Governance, Privacy Law, Management, Financial Services, Credit Cards, Anti Money Laundering
Education
New York Law School 1989 — 1991
JD, Law
New York University 1983 — 1987
Bachelor of Arts (B.A.), Political Science / History
Credit Suisse July 2014 - Present
JPMorgan Chase August 2013 - May 2014
HSBC North America June 2012 - March 2013
Bank Nordea Finland plc September 2011 - March 2012
Royal Bank of Canada Capital Markets May 2011 - August 2011
Citigroup October 2009 - May 2011
Goldman Sachs September 2006 - December 2008
Citibank - Cards Division October 2005 - September 2006
Skills
Project Management, AML, Hyperion Reports, Business Objects, Strategic Planning, Change Management, Financial Analysis, Product Control, Technical Presentations, Microsoft Excel, MS Project, SharePoint, Budget, Forecasting, Client Liaison, Escalation, Conflict Resolution, Business Integration, Global Delivery, Leading Meetings, Model Validation, Transaction Monitoring, OCC Reporting, Client Risk Rating, Product Risk Rating, FFIEC Red Flag Analysis, Budgets, Strategy, Vendor Management, Risk Management, Management, Financial Services, Finance, Financial Modeling, Business Analysis, Process Improvement
Education
Fordham University
MBA, Finance / Management
Ramapo College of New Jersey
BS, Business
TransUnion July 2012 - Present
safetyNET marketing March 2012 - July 2012
Five Point Capital 2010 - 2012
HSBC NORTH AMERICA 2010 - 2010
HSBC NORTH AMERICA 2008 - 2010
HSBC Auto Finance 2007 - 2008
FORWARDLINE FINANCIAL 2006 - 2007
COUNTRYWIDE FINANCIAL CORP 2005 - 2005
VISION-X, INC 2002 - 2004
Andersen Consulting 1998 - 2001
Skills
Online Marketing, Direct Marketing, Strategic Planning, Lead Generation, Integrated Marketing, Marketing Strategy, SEO, Interactive Marketing, MBA, marketing, Digital Marketing, Email Marketing, Marketing Management, Internet Strategy, Online Lead Generation, Online Reputation..., Online Advertising, Organic Search, Search Engine Ranking, search engine..., SEM, nurture marketing, channel marketing, CMO, Marketing Director, Telemarketing, Direct Response, Product Management, Product Marketing, Marketing Leadership, Loyalty Marketing, retention marketing, Customer Acquisition, acquisition marketing, Re-marketing, Database Marketing, Marketing, Analytics, Strategy, Management, CRM, Leadership, Start-ups
Education
Creighton University 1996 — 1998
MBA, Marketing, IT Management
Graceland University 1992 — 1996
BA, Accounting, Business Administration, Economics
chula vista high school 1988 — 1992
diploma
TaylorMade-adidas Golf August 2012 - Present
HSBC Bank North America August 2006 - December 2011
HSBC North America February 2004 - August 2006
2003World Bank May 2003 - July 2003
United Financial Group January 1998 - January 2003
Deloitte and Touche January 1995 - January 1998
Skills
advanced excel and..., certified accountant, international experience, Financial Analysis, Cost Accounting, Financial Advisory, Financial Modeling, Strategic Financial..., Financial Reporting, Managerial Finance, Corporate Finance, Forecasting, Banking, Accounting, Risk Management, Analysis
Education
Lomonosov State University 1991 — 2002
2002 Doctorate (Professional), International Economics, Accounting and Finance
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1991 — 2002
Dr, Economics
HSBC August 2008 - Present
HSBC Card Services June 2007 - August 2008
HSBC North America January 1998 - June 2007
Household International December 1978 - January 1998
Education
Harper College 1978 — 1986
The John Marshall Law School August 2011 - Present
HSBC North America July 2008 - Present
Sonnenschein Nath & Rosenthal LLP October 2006 - July 2008
Laner Muchin June 2003 - October 2006
National Council of State Boards of Nursing August 1995 - May 1999
Organizing Committee for the Northwest Side September 1986 - August 1995
Skills
Pensions, Executive Compensation, Employment Contracts, Compensation, Employee Benefits, ERISA, Defined Benefit, Benefits, 401k, Executive Pay, Legal Compliance, Deferred Compensation, Employment Law, Legal Writing, Civil Litigation, Securities Regulation, Corporate Governance, Mergers & Acquisitions, Litigation, Legal Research
Education
The John Marshall Law School 2000 — 2004
Juris Doctor
Loyola University Chicago 1990 — 1995
BS, Mathematics & Statistics
Loyola University Chicago 1990 — 1995
BA, Economics
Good Counsel High School 1972 — 1976
Main Street Renewal September 2014 - Present
HSBC US March 2012 - July 2014
HSBC January 1999 - July 2014
HSBC North America June 2011 - March 2012
HSBC Singapore January 2009 - June 2011
HSBC Consumer & Mortgage Lending (CML) and Mortgage Corporation2006 2006 - 2009
HSBC 2005 - 2006
Branch Operations 2003 - 2005
HSBC 2002 - 2003
Operations and eBusiness January 1999 - January 2002
Skills
Strategic Planning, Strategic Partnerships, Start-ups, Risk Management, Banking, Business Development, Change Management, Credit Cards, Employee Engagement, Financial Risk, Financial Services, Loans, Management, Management Consulting, Mergers & Acquisitions, Program Management, Portfolio Management, Strategy
Education
Harvard Business School 1993 — 1995
MBA
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics and Political Science
Wells Fargo October 2012 - Present
Wells Fargo February 2010 - September 2012
HSBC NORTH AMERICA September 1997 - June 2009
HSBC December 2006 - September 2007
Metris Companies October 2002 - December 2006
Metris Companies July 1999 - October 2002
Skills
Risk Management, Credit Cards, Financial Services, Vendor Management, Management, Team Management, Business Analysis, Leadership, Financial Risk, Process Improvement, Training, Project Management, Credit Risk, Credit
Education
Northern Arizona University
BA, Liberal Studies, Business Administration
Northern Arizona University
Williams High School
HSBC January 2014 - Present
HSBC North America June 2011 - January 2013
HSBC September 2008 - May 2011
HSBC 2005 - September 2007
Experian January 2004 - August 2005
ECapital, PeachDirect September 2002 - December 2003
Providian Financial December 1998 - August 2002
MBNA Canada Bank September 1997 - December 1998
MBNA America Bank September 1989 - June 1997
Skills
Risk Management, Analytics, Information Technology, Wholesale, Dodd-Frank, Financial Risk, Banking, Financial Services, Governance, Vendor Management, Portfolio Management, Business Analysis, Change Management, Credit, Leadership, Outsourcing, Finance, Executive Management, Process Improvement, Credit Cards, Business Intelligence, SDLC, Program Management, Operational Risk..., Credit Risk, Business Process..., Strategy, PMO, Mergers & Acquisitions, Project Portfolio..., Relationship Management, IT Strategy
Education
University of Pennsylvania - The Wharton School 1995 — 1997
EMTM
Bucknell University 1984 — 1988
BSBA
Citizens Bank April 2014 - Present
Pepperidge Farm April 2013 - February 2014
Diageo June 2012 - February 2013
Cablevision May 2010 - May 2011
HSBC North America March 2008 - April 2010
Rutgers Business school 2004 - 2006
IDT Telecom May 2005 - August 2005
Skills
Accounting, Variance Analysis, Documentation, SOX, Essbase, Hyperion Planning, Hyperion Enterprise, Oracle Financials, PeopleSoft, MySQL, SAP FICO, Financial..., Forecasting, Financial Modeling, SAP, Financial Analysis, Access, Account Reconciliation, US GAAP, Analysis, Financial Forecasting, Corporate Finance, Microsoft Excel
Education
Rutgers Business School 2004 — 2006
MBA
Rutgers University-New Brunswick 2004 — 2006
MBA
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA
Amity Business School 2001 — 2003
Masters
J. P. Morgan Chase June 2011 - Present
HSBC North America October 2008 - February 2011
Wachovia Corporation/Wachovia Securities, LLC July 2007 - October 2008
Trans Hudson, Inc. August 2004 - April 2007
T. Hopkins Photography, LLC December 1997 - August 2006
Seventeen Magazine March 1995 - December 1997
Skills
Project Management, Banking, CRM, Risk Management, Management, Credit, Finance, Marketing
Education
Capella University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Capella University 2009 — 2010
BABS, Business Management
Howard University 1988 — 1993
School of Business, Finance
HSBC Bank Brasil December 2013 - Present
HSBC North America February 2010 - December 2013
HSBC Card and Retail Services March 2008 - February 2010
HSBC Card and Retail Services June 2006 - April 2008
HSBC Auto Finance August 2004 - May 2006
Hewlett Packard India, Ltd February 2003 - June 2003
Skills
Analytics, Credit Cards, SAS, Strategy, Business Analysis, Business Intelligence, Credit Risk, Leadership, Banking, Management, Risk Management, Analysis, Portfolio Management, Data Warehousing, Team Management, Risk Analytics, Process Improvement, Financial Risk
Education
Carnegie Mellon University 2003 — 2004
MS, Electrical and Computer Engineering
Visvesvaraya Technological University 1999 — 2003
BE, Computer Science and Engineering
Bank of America 2007 - 2010
HSBC - North America 2005 - 2006
Washington Mutual 2003 - 2004
LifeSource Blood Services 2001 - 2002
Hewitt Associates 1998 - 2001
Second Harvest 1994 - 1997
Citicorp Services - PPD 1989 - 1991
Skills
Corporate Communications, Proofreading, Public Relations, Marketing Communications, Internal Communications, Non-profits, Journalism, Strategic Planning, Editing, Fundraising, Crisis Communications, Leadership, Media Relations, CRM, Nonprofits, Management
Education
Northwestern University
Master of Science, Journalism
Northwestern University
Experis September 2011 - Present
Jefferson Wells International August 2006 - September 2011
HSBC North America 2002 - 2006
KPMG LLP 1996 - 2001
Skills
Risk Assessment, Auditing, Business Analysis, Internal Controls, Social Media, Business Continuity, Information Technology, IT Strategy, SAS70, ERP, Sarbanes-Oxley, Disaster Recovery, COSO, Business Process, Program Management, Business Process..., IT Audit, Management, Project Management, SDLC, Sarbanes-Oxley Act, Security Audits, Software Documentation, Vulnerability Assessment
Education
Rensselaer Polytechnic Institute at Hartford 1976 — 1980
Master of Business Administration (MBA), Strategic Planning and Policy Development
Parsons College 1966 — 1970
BA, Accounting and Computer Science
Threshold Information Inc. November 2014 - Present
HSBC North America 1989 - September 2013
Skills
Archives, Library, Information Management, Contract Negotiation, Research, Records Management, Knowledge Management, Mergers & Acquisitions, M&A experience, Financial Services, Library Management, Library Research, Library Reference, Integrated Library..., Budgets, Department Budgeting, Competitive Intelligence, MBA, Lexis-Nexis, Factiva, Thomson One Analytics, Dunn & Bradstreet, SNL, EBSCO, Metadata, Lexis, Libraries, Strategic Planning
Education
Lake Forest Graduate School of Management
MBA
Dominican University
Master of Library & Information Science (MLIS), Library Science
Eastern Illinois University
BA, History
University of Wisconsin-Milwaukee
Certificate of Advanced Study, Archives and Records Management
Drexel University
Certificate, Competitive Intelligence
EverBank April 2012 - Present
Palmer, Reifler & Associates February 2008 - May 2010
HSBC North America January 1996 - January 2007
Metris Companies January 2000 - January 2006
Metris Companies January 1999 - January 2000
Banco Popular January 1997 - September 1999
Banco Popular January 1996 - January 1997
Skills
Management, Team Leadership, Training, Performance Management, Software Documentation, Call Center, Quality Assurance, Customer Service, Operations Management, Microsoft Office, Process Improvement, Customer Experience, Call Centers, Sales, PowerPoint, Microsoft Excel, Time Management
Education
Everest University South Orlando Campus 2009 — 2011
Associate of Arts (AA), Criminal Justice
Manhattan College
Mercer February 2013 - November 2014
HSBC North America 2006 - 2008
Tribune Company 2003 - 2006
Aon Hewitt 1996 - 1998
Skills
Job Evaluation, Incentive Programs, Project Management, Strategic Planning, Business Analysis, Payroll, Mergers, Management, Incentives, Succession Planning, PeopleSoft, Competitive Analysis, HR Policies, Sourcing, Business Strategy, Deferred Compensation, Talent Management, Change Management, HRIS, Management Consulting, Program Management, Training, Employee Engagement, Performance Management, Employee Benefits, Compensation Structures, Process Improvement, Strategy, Benefits Administration, HR Transformation, Organizational..., HR Consulting, Executive Pay, Organizational Design
Education
Curtin University 1994 — 1996
Delhi University 1991 — 1994
TransUnion June 2015 - Present
TransUnion April 2013 - June 2015
TransUnion June 2010 - April 2013
TransUnion June 2010 - October 2012
Ernst & Young September 2007 - June 2010
Ernst & Young September 2007 - June 2010
HSBC North America June 2007 - August 2007
HSBC North America May 2006 - August 2006
Naval Dockyard 2002 - 2004
Skills
IT Audit, Internal Controls, Information Security, SAS70, Business Continuity, Auditing, Risk Assessment, Information Technology, CISA, Business Process, Sarbanes-Oxley Act, Enterprise Risk..., COBIT, Change Management, Internal Audit
Education
Northern Illinois University - College of Business 2005 — 2007
Master of Science (MS), Management Information Systems, General
Andhra University 1995 — 1999
B.E, Electronics and Telecommunications
Capital One May 2012 - Present
Capital One November 2007 - May 2012
HSBC North America December 2006 - July 2007
HSBC North America March 2003 - December 2006
HSBC North America December 1997 - March 2003
HSBC North America December 1995 - December 1997
Skills
Leadership, Cross-functional Team..., Consumer Lending, Management, Analysis, Team Building, Mortgage Lending, Sales Operations, Customer Satisfaction, Sales, Credit, Marketing, Direct Sales, Six Sigma, Loans, People Manager, Relationship Management, Sales Management, Customer Retention, Credit Analysis
Education
Pensacola Christian College 1991 — 1994
Criminal Justice
HSBC North America March 2008 - Present
Decision One Mortgage February 2001 - March 2008
Wachovia 1999 - 2001
Education
Montreat College 1994 — 1998
Bachelor of Business
Federal Home Loan Bank of Chicago December 2014 - Present
Discover Financial Services January 2013 - December 2014
Dovenmuehle Mortgage May 2012 - December 2012
HSBC-North America 2002 - May 2012
Law Offices of Marshall C. Watson, P.A. July 2010 - December 2010
HSBC Mortgage Services & Decision One Mortgage Company 2004 - 2008
Washington Mutual Finance 2000 - 2002
Skills
Mortgage Lending, Loan Servicing, Loss Mitigation, Bankruptcy, RESPA, FCRA, Fair Housing, TILA, Loans, Consumer Lending, Default, Student Loans, Regulatory Examinations, Law Firm Oversight, SCRA, Default Administration, Collections, Vendor Management
Education
Indiana University Bloomington
BA
The John Marshall Law School
JD
HSBC March 2013 - Present
Capital One May 2012 - March 2013
HSBC September 2006 - May 2012
HSBC North America December 1998 - September 2006
Skills
Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Process Improvement, Financial Risk, Risk Management, Business Analysis, Managerial Finance, Financial Services, Portfolio Management, Vendor Management, Financial Reporting, Hyperion Enterprise, Forecasting, Project Planning, Corporate Finance, Credit Cards, Finance, Management, Analysis, Business Process..., Change Management, IT Strategy, Project Management, Accounting, IT Management, IT Operations, Leadership, Program Management
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA, Business Administration and Management, General
Loyola University Chicago 1994 — 1996
BA, Accounting
HSBC North America May 2010 - Present
Skills
Financial Crimes..., CFCS - Certified..., CAMS-Certified..., Risk Management, Financial Risk, Banking, Fraud, Anti Money Laundering, USA PATRIOT Act, Bank Secrecy Act, Financial Services, Due Diligence, Management
Education
College of Marin 1997 — 1999
Ivy Tech Community College 2011 - 2014
YMCA Training, Inc. 2010 - 2011
HSBC North America 2007 - 2009
HSBC North America 2005 - 2007
HSBC North America (formally HFC) 2000 - 2005
Skills
Training, Coaching, Staff Development, Leadership, Instructional Design, Human Resources, Leadership Development, Organizational..., Project Management, Talent Management, Recruiting, Management, Onboarding, Training Delivery, Employee Relations, Higher Education, Policy, Professional..., Team Building, Change Management, Process Improvement, Call Centers, Diversity, Adult Learning Theory, Global Operations, Curriculum Development, Employee Engagement, Performance Management, Succession Planning, Talent Acquisition, Strategic Planning, Consulting, Customer Service, Interviews, Career Development, Program Management, Employee Training, New Hire Orientations, HR Policies, Start-ups, Resume Writing, Workshop Facilitation, Vendor Management, Public Speaking
Education
Ball State University - College of Business
Bachelor of Science (B.S.)
HSBC North America 2005 - Present
HSBC March 2003 - Present
Household International July 1985 - March 2003
Micro Database Systems January 1985 - June 1985
Skills
Business Analysis, SDLC, Release Management, DB2, Enterprise Architecture, Process Improvement, Business Process..., Management, Software Project..., User Acceptance Testing, PeopleSoft, Visio, Team Building, Requirements Gathering, Requirements Analysis, Project Management, Integration, Project Delivery, Program Management, Business Process, Systems Analysis, PMO, IT Strategy, PMP, SharePoint, Mainframe, Procurement, IT Management, SQL, Software Development, Banking, Solution Architecture, Offshoring, Business Requirements, Resource Management, Oracle, Change Management, Unix
Education
Lake Forest Graduate School of Management 2006 — 2010
International/Global Studies
Northeastern Illinois University 1979 — 1984
BS, Information Systems
HSBC-North America Senior ManagerHSBC2004 - Present
Education
Niagara University 1993 — 1997
HSBC North America February 2005 - July 2012
Comdisco May 1989 - December 2002
Ryerson June 1984 - April 1989
Skills
Mainframe, IBM Mainframe, JCL, TSO, Business Analysis, z/OS, MVS, SQL, Business Requirements, Change Management, Business Process..., Visio, Requirements Gathering, Software Project..., Enterprise Architecture, Systems Analysis, ITIL, User Acceptance Testing, Business Process, Project Management, Process Improvement, Banking, SDLC, Management
Education
University of Illinois at Urbana-Champaign 1981 — 1984
Bachelor of Science (BS), Computer Science
Eastern Illinois University 1981 — 1982
HSBC August 2009 - February 2013
HSBC Holdings plc August 2007 - July 2009
HSBC North America January 2004 - August 2007
Household International February 2000 - February 2003
Skills
International Tax, Financial Markets, Tax, Mergers, Insurance, Corporate Tax, Tax Law, Financial Services, Mergers & Acquisitions, Tax Advisory, Transfer Pricing, Due Diligence, Cross-border..., Strategic Financial..., Income Tax, Corporate Governance, Tax Accounting, Sarbanes-Oxley Act
Education
New York University School of Law
Master of Laws (LL.M.), Taxation
University of Miami School of Law
JD
Ernst & Young December 2009 - Present
HSBC - North America July 2006 - November 2009
Credit Suisse First Boston July 2004 - August 2004
Skills
Economic Capital, Stress Testing, Basel II, Credit Risk, Enterprise Risk..., Financial Risk, Quantitative Analytics, Financial Modeling, VAR, SAS, Financial Statement...
Education
University of Chicago 2005 — 2006
M.S, Financial Mathematics
Columbia University in the City of New York 2003 — 2005
M.A., Statistics
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
B.S., Finance, magna cum laude
Wellmark Blue Cross Blue Shield August 2007 - Present
HSBC May 2005 - August 2007
HSBC North America 2004 - 2007
Education
Colorado Technical University 1998 — 2000
MBA, Business
Dickinson 1980 — 1984
IU Health North Hospital (IU Health North Region-IU North, IU Saxony & IU Tipton Hosp) November 2011 - December 2013
Quality Healthcare Solutions (Formerly Indiana Heart Institute), member of St.Vincent Medical Group March 2008 - January 2011
HSBC North America January 2003 - January 2008
Plastimed, Inc. & FluorRx, Inc. July 2000 - January 2003
F.C. Tucker 1997 - 2000
Gradison Building Corp./Parkplace Properties 1992 - 1997
Skills
Employee Relations, Talent Acquisition, Recruiting, Onboarding, Performance Management, Talent Management, Change Management, Call Centers, Training, Project Management, Employee Training, HRIS, Coaching, Employee Engagement, Training Delivery, Human Resources, Training Program..., Development of Training..., Marketing Communications
Education
University of Indianapolis
Ivy Tech Community College
IUPUI - SHRM
Northwest High School
People's United Bank July 2015 - Present
Royal Bank of Scotland August 2010 - June 2015
UBS Investment Bank 2008 - May 2010
HSBC North America 2000 - 2008
Republic National Bank of New York 1986 - 1999
Office of the Comptroller of the Currency 1975 - 1986
Skills
AML, KYC, Capital Markets, Banking, Operational Risk, Risk Management, Investment Banking, Financial Risk, Credit Risk, Compliance, Enterprise Risk..., Commercial Banking, Securities, Credit, Cash Management, Derivatives, Retail Banking, Financial Services, Operational Risk..., Loans, Fixed Income, Governance, Credit Analysis, Financial Institutions, Private Banking, Portfolio Management, Trade Finance, Financial Markets, OFAC, FX Options, Equities, Structured Products, Bank Secrecy Act, Anti Money Laundering
Education
Colorado State University
BS in Business Administration, Finance
Green Gables February 2014 - Present
Rainier Pacific Development, LLC 2008 - February 2014
HSBC North America January 2005 - January 2008
Skills
Decent golfer., Marketing Strategy, Business Development, Networking, Economics, Japanese, Import Export, Contract Negotiation, Negotiation, Construction Management
Education
Portland State University
BA Japanese, Japanese Language and Literature
University of Vermont
BA Economics, International Economics
Currently retired January 2010 - Present
HSBC February 1993 - January 2011
HSBC North America February 1993 - December 2009
HSBC Card Services 1993 - 2009
HSBC 1993 - 2008
Skills
Employee Relations, Performance Management, Change Management, Coaching, Leadership Development, Team Building, Mentoring, Culture Change, Customer Relations, Employee Engagement, Process Improvement, Customer Service, Problem Solving, Instructional Design, Onboarding, Public Speaking, Talent Management, Management, Recruiting, Organizational..., Succession Planning, Project Management, Training, Human Resources, Workshop Facilitation, Call Centers, Employee Training
Education
Arizona State University 1967 — 1971
BS, Marketing
Semester at Sea, Chapman University 1969 — 1970
International Economics
Bank of America April 2011 - May 2013
HSBC Consumer Mortgage Lending 2006 - April 2011
HSBC 1998 - April 2011
HSBC - North America 1998 - April 2011
HSBC Card Services 1998 - 2006
Education
John Carroll University 1994 — 1998
BS Economics, Economics
HSBC North America October 2012 - Present
HSBC North America January 2012 - October 2012
HSBC Insurance North America July 2010 - June 2011
HSBC May 2007 - July 2010
HSBC 1999 - 2007
Skills
Banking, Portfolio Management, Relationship Management, Risk Management, Credit, Business Analysis, Financial Analysis, Credit Cards, Vendor Management, Financial Services, Process Improvement, Financial Risk, Operational Risk..., Loans, Business Strategy
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
MBA, Accounting
National Card Coalition March 2010 - Present
Government Relations Consulting Services December 2009 - Present
CDi Consulting 2008 - January 2010
HSBC North America 2003 - 2007
Household International 1995 - 2003
Skills
Public Policy, Media Relations, Strategic Communications, Policy, Crisis Communications, Politics, Government, Policy Analysis, Public Affairs, International Relations, Legislative Relations
Education
The George Washington University 1975 — 1979
M.A., International Affairs
Hartwick College 1971 — 1975
B.A., Political Science and French
TeleReach September 2014 - Present
Precision Duplicating Solutions November 2012 - June 2014
Precision Duplicating Solutions October 2010 - June 2014
HSBC North America November 2010 - March 2012
Allstate Financial 2007 - 2009
Allstate Finanacial 2005 - 2007
Allstate Financial September 2002 - March 2005
Allstate Financial 1989 - 2002
Skills
Account Management, Analytics, Budgets, Business Analysis, CRM, Call Center, Call Centers, Competitive Analysis, Cross-functional Team..., Customer Service, Fixed Annuities, Integration, Insurance
Education
Northern Illinois University
BS, Business Marketing
HSBC North America 2000 - Present
HSBC 2007 - 2011
Skills
Credit Cards, Financial Risk, Credit Risk, Risk Management, Predictive Modeling, Basel II, SAS, Analytics, SAS programming, Risk Analytics, Predictive Analytics, Statistical Modeling, Segmentation, Credit Scoring, Time Series Analysis
Education
Duke University 1989 — 1994
Ph.D., Statistics
Meadowcrest ENT and Facial Cosmetics Center September 2010 - January 2011
JP Morgan Chase May 2007 - May 2008
HSBC North America October 2003 - October 2006
Colorado Department of Public Health and Environment 1999 - 2002
Skills
Microsoft Office, PowerPoint, Customer Service, Public Speaking, Analysis, Project Management, Strategic Planning, Business Analysis, Healthcare, Leadership, Data Entry, Leadership Development, Management, Process Improvement, Risk Management
Education
Metropolitan State University of Denver 2007 — 2009
B.S., Healthcare Management
University of Colorado Denver 2002 — 2003
MBA, Business Management
Colorado State University 1994 — 1998
B.S., Biological Science, minor in Anatomy/Neurobiology
The University of Chicago October 2014 - September 2015
FedEx Services March 2012 - October 2014
Willis Property Management January 2006 - September 2012
Perspectives June 2008 - March 2012
Transunion LLC October 2007 - June 2008
HSBC-North America April 2005 - October 2007
Comcast Cable March 2004 - April 2005
United States Federal Government (multiple positions) June 1998 - May 2004
Skills
Customer Service, Team Building, Real Estate, Human Resources, Staff Development, Time Management, Event Planning, Program Management, Strategic Planning, Property Management, Non-profits, Management, Applicant Tracking..., Administration, Data Analysis, Sales, Negotiation, Public Speaking, Microsoft Office, Marketing, Process Improvement, Organizational..., Recruiting, Team Leadership, Microsoft Excel, Cold Calling, Event Management, Contract Negotiation, Community Outreach, Community Engagement, Registration Services, Emergency Management, Project Planning, Program Development, Nonprofits, Social Networking, Budgets, Policy, Research, Social Media, Teaching, Fundraising, Coaching, Training, PowerPoint, Project Management, Strategy, Microsoft Word, Editing, Leadership
Education
Northeastern University 2015 — 2016
Master’s Degree, Project Management & Leadership
Stanford University 2015 — 2015
Center Advancement Women's Leadership Workshop
Governor State University 2014 — 2015
Bachelor of Business Administration (BBA), Co-Curricular Leadership Certificate
Governors State University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
US Dept of Labor 1998 — 1999
Executive Assistant Certificate, Administrative Assistant and Secretarial Studies, General
ANZ Bank June 2015 - Present
HSBC North America August 2012 - June 2015
HNAH Risk Appetite, HSBC June 2011 - July 2012
Global Default Analytics CoE, HSBC March 2010 - May 2011
HNAH CML Default Analytics, HSBC March 2008 - February 2010
HNAH CML Default Analytics, HSBC November 2005 - February 2008
CL Default Analytics, HSBC September 2004 - October 2005
University of Cincinnati January 2003 - August 2004
University of Cincinnati January 2001 - December 2002
Skills
Credit Risk, Forecasting, Leadership, SAS, Analytics, Predictive Modeling, Data Analysis, Data Mining, Statistics, Risk Management, Statistical Modeling, Risk Appetite, Liquidity Risk, Interest Rate Risk..., Basel II, Basel III, Dodd-Frank, Financial Risk, Portfolio Management, Banking, Credit, Financial Analysis, Operations Management, Enterprise Risk..., Business Analysis
Education
University of Cincinnati 2002 — 2004
MS, Applied Statistics
University of Cincinnati 2000 — 2002
MS, Mechanical Engineering
Osmania University 1996 — 2000
BE, Mechanical Engineering
HSBC - North America July 2007 - May 2009
Education
Indiana State University 1989 — 1993
BS, Radio, TV/Film
HSBC 2008 - 2014
HSBC North America 2006 - June 2008
HSBC 2004 - 2006
HSBC 2001 - 2004
Household International 2000 - 2001
Household Credit Services 1998 - 2000
Household Credit Services 1995 - 1998
Household Credit Services 1993 - 1995
Skills
Strategy, Banking, Risk Management, Relationship Management, Credit Cards, Business Analysis, Financial Services, Credit, Portfolio Management, Loans, Vendor Management, Mortgage Lending, Loan Servicing, Customer Retention, Migration Projects, Business Analytics, Collaborative Leadership, Customer Satisfaction, Project Management, Internal Audit, Team Leadership, Executive Management, Financial Regulation, Mitigation Strategies, Change Management, Escalations Management, Performance Management, Non-profit Volunteer, Employee Training, Mortgage Compliance
Education
Norfolk State University 1986 — 1990
Bachelor's Degree, Mass Communication/Media Studies
Baker Tilly Virchow Krause, LLP July 2012 - Present
Baker Tilly Virchow Krause, LLP October 2011 - June 2012
HSBC - North America March 2011 - October 2011
HSBC - North America February 2008 - February 2011
HSBC - North America January 2006 - January 2008
HSBC - North America May 2005 - August 2005
Bank of America - Capital Corporation June 2004 - August 2004
Skills
Internal Controls, Enterprise Risk..., Internal Audit, Management Consulting, International Business, Sarbanes-Oxley Act, Auditing, Project Management, Project Coordination, Financial Risk, Audit, Project Execution, Client Relationship..., Risk Assessment
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science; Bachelor of Science, Accountancy; Finance
Vantage Labs LLC June 2014 - Present
Capital One January 2013 - April 2014
Paragon Solutions September 2012 - January 2013
Telcordia Technologies Inc January 2010 - September 2012
HSBC North America October 2001 - December 2009
Akibia May 2000 - October 2001
AT&T May 1999 - May 2000
various March 1988 - September 1999
Skills
Data Center, SDLC, Solaris, DNS, Technical Support, Operating Systems, Linux, Virtualization, Networking, Hardware, Routers, Red Hat Linux, HP-UX, Oracle, Enterprise Software, IP, Unix
Education
PC Age - School of Computer Networking
Raritan Valley Community College
Zurich North America September 2015 - Present
Zurich North America April 2012 - Present
Consumer Lending - HSBC North America November 2010 - April 2012
HSBC North America December 2002 - April 2012
HSBC Finance Corporation November 2009 - November 2010
Global Head of Solutions July 2005 - November 2009
HSBC Consumer Lending/Legal Department December 2002 - July 2005
Riebandt & DeWald February 2002 - December 2002
Sandoz Agro, Inc April 1991 - October 1997
Skills
Microsoft Office, Training, Microsoft Excel, Process Improvement, Customer Service, Leadership, Event Planning, PowerPoint, Budgets, Administrative..., Software Documentation, Litigation, Time Management, Management, Strategic Planning, Human Resources, Meeting Planning, Team Building, Insurance
Education
DePaul University 2008 — 2012
Bachelor of Arts Degree in Progress, Communications
DePaul University
Freddie Mac July 2012 - Present
HSBC North America September 2010 - June 2012
Drexel University October 2005 - August 2010
Skills
Statistics, Valuation, SAS, Financial Modeling, Data Analysis, Economics, Financial Analysis, Statistical Modeling, Portfolio Management, Bloomberg, Econometrics, Derivatives, Risk Management, VBA, Credit Risk
Education
Drexel University 2005 — 2010
Ph.D., Economics
University of Nevada-Las Vegas 2004 — 2005
Master's Degree, Economics
Private Contractor November 2009 - Present
HSBC, North America July 1997 - May 2009
Education
Kaplan University 2009 — 2011
MBA, Finance
HSBC North America August 2006 - Present
Advantage National Bank 2002 - 2006
Arthur Andersen LLC October 2001 - September 2002
Skills
Banking, Financial Analysis, Financial Reporting, Corporate Finance, Strategic Financial..., Financial Modeling, Financial Planning, Finance, Accounting
Education
DePaul University 2004 — 2006
Master of Business Administration, Finance
Northeastern Illinois University 1997 — 2001
Bachelor of Science, Accounting
HSBC North America January 2011 - Present
Exelon 2008 - 2009
Ernst & Young, L.P. 2001 - 2005
Arthur Andersen 1996 - 2000
Education
DePaul University
MST, Taxation
HSBC North America March 1990 - Present
HSBC formally Household International March 1990 - March 2003
Transamerica Commercial Finance January 1986 - March 1990
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Strategic Financial..., Banking, Accounting, Internal Controls, Cash Management, Process Improvement, Sarbanes-Oxley Act, Management, Financial Accounting, Financial Planning
Education
DePaul University 1989 — 1993
MaCC, Accounting
DePaul University 1985 — 1989
B.S., Accounting
Navistar Inc January 2013 - Present
Navistar Inc February 2012 - January 2013
Parker Hannifin January 2009 - July 2010
Hoerbiger August 2005 - December 2008
HSBC 2003 - 2005
AGCO Corporation 2002 - 2003
HSBC NORTH AMERICA 2001 - 2001
PRIMAX RECOVERIES, INC 2000 - 2000
Skills
Accounting, Accounts Payable, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Journal Entries, GAAP, Payroll, PeopleSoft, Hyperion Enterprise, Forecasting, Auditing, Financial Statements, Consolidation, Accounts Receivable, Cash Management, Variance Analysis, Fixed Assets, Internal Audit, General Ledger, Invoicing
Education
Northern Illinois University 1999 — 2002
Bachelor of Science, Accounting
Operation Homefront July 2011 - December 2011
American Cancer Society 2006 - 2009
System Sensor/Honeywell 2007 - 2008
UOP/Honeywell 2006 - 2007
HSBC - North America 2004 - 2006
UOP 2002 - 2004
UOP 1998 - 2002
National Automatic Merchandising Association 1992 - 1998
CUSD #301 Burlington Illinois Schools 1990 - 1992
WDEK-FM 1979 - 1981
Skills
Marketing Communications
Education
Northern Illinois University 1975 — 1979
B.S.
Currently Unemployed September 2013 - Present
Hospira February 2013 - September 2013
Hospira June 2012 - February 2013
Kelly Services March 2012 - June 2012
HSBC - North America July 2008 - December 2011
HSBC - North America July 2007 - July 2008
HSBC - North America November 2004 - July 2007
HSBC - North America January 2004 - November 2004
HSBC - North America January 2000 - January 2004
HSBC (Household Finance Corporation) January 1996 - January 2000
Skills
Lotus Notes, Sametime, RightFax, Microsoft Office, Access, Human Resources, Time Management, PeopleSoft, Internal Communications, Databases, Sales Operations, Nonprofits, Community Outreach, Testing, Process Improvement, Logistics, Vendor Management, Spreadsheets, Administrative..., Inventory Management, Finance, Office Administration, Office Management, Telephone Skills
Education
Robert Morris College 1979 — 1980
Associate Degree, Secretarial
St Mary's College, Durham University January 2011 - June 2014
HSBC 2008 - 2010
HSBC -- North America 1999 - 2008
Household International December 1994 - August 1999
U.S. Peace Corps -- Morocco June 1982 - July 1984
Skills
Leadership Development, Leadership, Organizational..., Talent Management, Change Management, Performance Management, Organizational..., Training Delivery, Succession Planning, Employee Engagement, Human Resources, Learning Management, Employee Training, Workshop Facilitation, Training, Performance Improvement, Functional Leadership, Learning Management..., Culture Change, Management Development, Onboarding, Career Development, Organizational Design, Instructional Design, Coaching, Employee Relations, Staff Development, Interviews, Personnel Management, Recruiting, Talent Acquisition, Strategy
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing, Finance
Columbia University School of International Affairs 1984 — 1986
Master in Int'l Affairs, International Political Economy; Middle Eastern Studies
Yale University 1978 — 1982
BA, History, Economics & Political Science
Wendi Barnes September 2010 - Present
Independent September 2010 - Present
Pragmatium Consulting Group, Inc. September 2010 - Present
Pragmatium Consulting Group, Inc. September 2010 - Present
Molecular Imaging December 2008 - October 2009
Ameriprise Financial July 2008 - December 2008
HSBC - North America February 2003 - July 2008
HSBC February 2004 - February 2008
BRK/First Alert February 1999 - February 2003
ServiceMaster April 1995 - February 2003
Skills
Event Management, Customer Service, Administrative..., Outlook, Office Management, Microsoft Excel, Data Entry, Spreadsheets, PowerPoint, Microsoft Word, Fax, Microsoft Office, Office Administration, Access, Budgets, Lotus Notes, Event Planning, Travel Arrangements, Process Scheduler, Human Resources
Education
College of DuPage
General Studies
Office of the Minnesota Attorney General October 2012 - Present
Thomson Reuters June 2010 - October 2010
Ramsey County Housing and Conciliation Court Clinic July 2009 - January 2010
The Hartford Life Insurance Company November 2007 - August 2008
HSBC North America January 2007 - November 2007
Skills
Legal Research, Legal Writing, Licensing, Appeals, International Law, Administrative Law, Employment Law, Civil Rights, Torts, Immigration Law
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2012
LL.M., Taxation
Hamline University School of Law 2008 — 2011
Juris Doctor, Magna Cum Laude, Law
Hamline University 2002 — 2006
Bachelor of Arts, English
Tartan High School
USAA January 2013 - Present
HSBC North America January 2001 - January 2013
CIBC April 1999 - December 2000
Skills
Financial Risk, Credit Risk, Banking, Credit Cards, Risk Management, Statistical Modeling, Data Mining, Analytics, SAS, Predictive Modeling
Education
McGill University
MBA
Chinese Academy of Social Sciences
Ph.D & MA in Economics
University of Inner Mongolio, China
Bachelor in Economics & Statistics
Walgreen Co. April 2014 - Present
W.W. Grainger October 2011 - April 2014
HSBC - North America January 2008 - September 2011
HSBC - North America November 2005 - December 2007
Siemens Communications October 2005 - October 2005
Allstate Insurance Company June 2001 - October 2005
Allstate Insurance Company June 2000 - May 2001
Allstate Insurance Company June 1998 - May 2000
Allstate Insurance Company December 1996 - June 1998
First Chicago NBD January 1996 - December 1996
Skills
Sourcing & Procurement, Strategic Sourcing, Supplier Negotiations, Bilingual (English &..., Cross-functional Team..., Supplier Negotiation
Education
Loyola University of Chicago 1993 — 1997
Master of Business Administration, Finance
Loyola University of Chicago 1984 — 1988
Bachelor of Science, Computer Science
HSBC North America August 2010 - Present
HSBC Finance Corporation June 2000 - August 2010
HSBC Finance Corporation, formerly Household International October 1998 - June 2000
HSBC Finance Corporation, formerly Household International October 1997 - October 1998
Discover Financial Services August 1995 - October 1997
Arthur Andersen and Company March 1993 - August 1995
Dun & Bradstreet September 1990 - March 1993
Education
Northern Illinois University - College of Business 1987 — 1990
Bachelor, Accountancy
ILH Consulting January 2012 - Present
Chicago United September 2013 - February 2014
HSBC North America April 2014 - 2014
Money Management International 2008 - 2011
HSBC 2004 - 2008
Citi 1995 - 2002
Skills
Fundraising, Nonprofits, Public Relations, Community Development, Public Speaking, Strategic Planning, Event Planning, Program Management, Non-profits, Leadership, Project Management, Corporate Social..., Strategy, Management, Corporate Gifting, Training, Leadership Development, Grants, Budgets, Business Development, Change Management, Strategic Communications, Philanthropy, Organizational..., Community Outreach, Program Development, Team Building, Government, Marketing Communications, Start-ups, Financial Analysis, Loans
Education
DePaul University
Bachelor of Arts (BA)
University of Illinois at Chicago
Urban Planning Program Graduate School
E-Cornell University - Graduate School
Business Program
HSBC - North America
Skills
Accounting, Banking, Commercial Banking, Credit, Financial Analysis, Financial Reporting, Financial Risk, Internal Controls, Internal Audit, Portfolio Management, Operational Risk, Process Improvement, Relationship Management, Risk Management, Sarbanes-Oxley Act
Education
Illinois State University 1993 — 1996
Bachelor's degree, Accounting
HSBC North America March 2003 - Present
Household International April 1990 - March 2003
Merrill Lynch Business Brokerage and Valuation Inc January 1987 - December 1989
Valtec Associates, Inc January 1983 - December 1986
Skills
Illinois Certified..., Due Diligence, Mergers & Acquisitions, Environmental Awareness, Real Estate Transactions, Construction, Auditing, Commercial Real Estate, Management, Facilities Management, Risk Management, Insurance, Budgets, Corporate Real Estate, Contract Management, Contract Negotiation, Project Management
Education
Appraisal Institute 1987 — 1990
Commercial Real Estate Appraisal
DePaul University 1984 — 1987
Master of Business Administration (MBA), Real Estate Finance
Colorado School of Mines 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Mining and Mineral Engineering