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.
HSBC Salaries. You can even request information on how much does HSBC pay if you want to. Learn about salaries, pros and cons of working for HSBC directly from the past employees.
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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
Employee
Years
Job
Industry
Jiachen David Zhu Jiachen David Zhu's HSBC Experience June 2012 - August 2012
Job University of California, Berkeley 学生
Industry Financial Services
Experience
Standard Chartered Bank June 2015 - August 2015
PwC December 2013 - January 2014
HSBC June 2012 - August 2012
Skills
Dreamweaver, Microsoft Excel, Tennis, Table Tennis, Financial Accounting, Financial Modeling, Mathematics, Economics, Photoshop
Education
University of California, Berkeley 2012 — 2016
B.A. Economics & B.A. Applied Math
High School Affiliated to Fudan University (复旦大学附属中学） 2009 — 2012
Shanghai, China
Standard Chartered Bank June 2015 - August 2015
PwC December 2013 - January 2014
HSBC June 2012 - August 2012
Skills
Dreamweaver, Microsoft Excel, Tennis, Table Tennis, Financial Accounting, Financial Modeling, Mathematics, Economics, Photoshop
Education
University of California, Berkeley 2012 — 2016
B.A. Economics & B.A. Applied Math
High School Affiliated to Fudan University (复旦大学附属中学） 2009 — 2012
Shanghai, China
Robert Fong Robert Fong's HSBC Experience April 2004 - November 2006
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance November 2006 - Present
HSBC April 2004 - November 2006
Standard Pacifc Capital LLC June 2000 - March 2004
State Farm Insurance June 1999 - June 2000
Skills
Insurance, Investments, Financial Services, Life Insurance, Financial Analysis, Fixed Annuities, Mutual Funds, Term Life Insurance, Homeowners, Finance, Claim, Retirement Planning, Universal Life
Education
University of California, Davis 1994 — 1998
State Farm Insurance November 2006 - Present
HSBC April 2004 - November 2006
Standard Pacifc Capital LLC June 2000 - March 2004
State Farm Insurance June 1999 - June 2000
Skills
Insurance, Investments, Financial Services, Life Insurance, Financial Analysis, Fixed Annuities, Mutual Funds, Term Life Insurance, Homeowners, Finance, Claim, Retirement Planning, Universal Life
Education
University of California, Davis 1994 — 1998
Lisa Mertz Bradford Lisa Mertz Bradford's HSBC Experience July 2000 - April 2012
Job Owner of Dream Dog Designs
Industry Arts and Crafts
Experience
Dream Dog Designs January 2007 - Present
Capital One May 2012 - April 2013
HSBC July 2000 - April 2012
Skills
Excellent Sewing Skills, Microsoft Excel, Entrepreneurship, Accounting, Solid computer skills
Education
University of California, Davis 1970 — 1974
BS, Animal Science
Crystal Springs/Uplands School 1964 — 1970
GED
Dream Dog Designs January 2007 - Present
Capital One May 2012 - April 2013
HSBC July 2000 - April 2012
Skills
Excellent Sewing Skills, Microsoft Excel, Entrepreneurship, Accounting, Solid computer skills
Education
University of California, Davis 1970 — 1974
BS, Animal Science
Crystal Springs/Uplands School 1964 — 1970
GED
Scott Smalkin Scott Smalkin's HSBC Experience July 2015 - Present
Job Portfolio Manager at HSBC
Industry Financial Services
Experience
HSBC July 2015 - Present
PNC August 2008 - January 2014
Intercredit Bank, NA August 2005 - April 2007
Kislak National Bank January 2002 - December 2004
The Forest Hill State Bank (Mercantile Bankshares Affiliate) August 1997 - June 2001
Signet Bank June 1987 - August 1997
Skills
Commercial Lending, Credit Risk, Regulatory Requirements, Real Estate Appraisal..., Credit, Credit Analysis
Education
University of Baltimore 1981 — 1983
Bachelor of Science (BS), Finance, General
McDonogh School 1975 — 1979
High School Diploma, College Prep
HSBC July 2015 - Present
PNC August 2008 - January 2014
Intercredit Bank, NA August 2005 - April 2007
Kislak National Bank January 2002 - December 2004
The Forest Hill State Bank (Mercantile Bankshares Affiliate) August 1997 - June 2001
Signet Bank June 1987 - August 1997
Skills
Commercial Lending, Credit Risk, Regulatory Requirements, Real Estate Appraisal..., Credit, Credit Analysis
Education
University of Baltimore 1981 — 1983
Bachelor of Science (BS), Finance, General
McDonogh School 1975 — 1979
High School Diploma, College Prep
Max Jason Max Jason's HSBC Experience June 2013 - August 2013
Job Analyst at Westport Capital Partners
Industry Financial Services
Experience
Westport Capital Partners LLC April 2015 - Present
HSBC Global Banking and Markets August 2014 - April 2015
TAMID Israel Investment Group November 2012 - February 2014
HSBC June 2013 - August 2013
Pacific Global Investment Management Company June 2012 - August 2012
Canon Business Properties May 2011 - August 2011
Skills
Economics, Public Speaking, Business Development, Financial Modeling, Financial Analysis, Microsoft Excel, Real Estate, Options, Statistics, R
Education
University of California, Berkeley 2010 — 2014
B.A., Economics, Statistics
Milken Community High School 2006 — 2010
Westport Capital Partners LLC April 2015 - Present
HSBC Global Banking and Markets August 2014 - April 2015
TAMID Israel Investment Group November 2012 - February 2014
HSBC June 2013 - August 2013
Pacific Global Investment Management Company June 2012 - August 2012
Canon Business Properties May 2011 - August 2011
Skills
Economics, Public Speaking, Business Development, Financial Modeling, Financial Analysis, Microsoft Excel, Real Estate, Options, Statistics, R
Education
University of California, Berkeley 2010 — 2014
B.A., Economics, Statistics
Milken Community High School 2006 — 2010
Rena Nie Rena Nie's HSBC Experience August 2009 - October 2013
Job VP, Finance Manager at CommerceWest Bank
Industry Financial Services
Experience
CommerceWest Bank June 2014 - Present
HSBC August 2009 - October 2013
JPMorgan Chase October 2004 - February 2009
Pioneer Electronics August 2003 - October 2004
Skills
Financial Modeling, Analysis, Finance, Management, Competitive Analysis, Financial Reporting, Budgets, Strategic Financial..., Program Management, Internal Controls, Accounting, Banking, Variance Analysis, Internal Audit, Human Resources
Education
University of California, Irvine 2001 — 2003
Master of Business Administration (MBA), Finance, General
CommerceWest Bank June 2014 - Present
HSBC August 2009 - October 2013
JPMorgan Chase October 2004 - February 2009
Pioneer Electronics August 2003 - October 2004
Skills
Financial Modeling, Analysis, Finance, Management, Competitive Analysis, Financial Reporting, Budgets, Strategic Financial..., Program Management, Internal Controls, Accounting, Banking, Variance Analysis, Internal Audit, Human Resources
Education
University of California, Irvine 2001 — 2003
Master of Business Administration (MBA), Finance, General
Daniel Harmsen Daniel Harmsen's HSBC Experience 1995 - 1998
Job Vice President/Associate Broker and Partner at Barclay Street Real Estate Ltd.
Industry Real Estate
Experience
Barclay Street Real Estate Ltd. May 2001 - Present
Harmco Investments Ltd. September 2012 - Present
Barclay Street Real Estate Ltd. December 2008 - April 2009
Real Action Pictures 1998 - 1999
HSBC 1995 - 1998
Skills
Negotiating Contracts, Developing Client..., Creative Concept..., Financial Analysis, Sales Management, People Development, Sympathetic, Marketing Strategy, Sales Process, Sales Presentations, Strategic Planning, Real Estate, Real Estate Development, Leases, Investment Properties, Commercial Real Estate
Education
RECA 2004 — 2006
Real Estate Brokerage License, Real Estate
Alberta Real Estate Association 2001 — 2001
Associate Real Estate Course, Real Estate
Mutual Funds Institute of Canada 1996 — 1996
Mutual Fund License, Investments and Securities
Canadian Investment Institute of Canada 1995 — 1995
Canadian Securities Institute Diploma, Investments and Securities
The University of Calgary 1989 — 1993
Bachelor of Commerce, Finance
Barclay Street Real Estate Ltd. May 2001 - Present
Harmco Investments Ltd. September 2012 - Present
Barclay Street Real Estate Ltd. December 2008 - April 2009
Real Action Pictures 1998 - 1999
HSBC 1995 - 1998
Skills
Negotiating Contracts, Developing Client..., Creative Concept..., Financial Analysis, Sales Management, People Development, Sympathetic, Marketing Strategy, Sales Process, Sales Presentations, Strategic Planning, Real Estate, Real Estate Development, Leases, Investment Properties, Commercial Real Estate
Education
RECA 2004 — 2006
Real Estate Brokerage License, Real Estate
Alberta Real Estate Association 2001 — 2001
Associate Real Estate Course, Real Estate
Mutual Funds Institute of Canada 1996 — 1996
Mutual Fund License, Investments and Securities
Canadian Investment Institute of Canada 1995 — 1995
Canadian Securities Institute Diploma, Investments and Securities
The University of Calgary 1989 — 1993
Bachelor of Commerce, Finance
Elaine Chi Ben Elaine Chi Ben's HSBC Experience July 2011 - August 2011
Job Experienced Associate, Risk & Compliance Systems & Analytics, PwC SF
Industry Financial Services
Experience
PwC July 2015 - Present
PwC February 2015 - June 2015
Ascend Berkeley Chapter - Premier Business Club September 2014 - December 2014
UC Berkeley School of Public Health February 2014 - May 2014
Blue Shield of California June 2013 - August 2013
Forethought Financial Group, Inc. May 2012 - August 2012
HSBC July 2011 - August 2011
Skills
R, Data Analysis, Statistics, Actuarial Science, Microsoft Excel, Regression Analysis, SQL, SAS EG, VBA, LaTeX, Public Speaking, Microsoft Access, STATA, ACL, Tableau
Education
UC Berkeley 2012 — 2014
Bachelor's Degree, Economics and Statistics
PwC July 2015 - Present
PwC February 2015 - June 2015
Ascend Berkeley Chapter - Premier Business Club September 2014 - December 2014
UC Berkeley School of Public Health February 2014 - May 2014
Blue Shield of California June 2013 - August 2013
Forethought Financial Group, Inc. May 2012 - August 2012
HSBC July 2011 - August 2011
Skills
R, Data Analysis, Statistics, Actuarial Science, Microsoft Excel, Regression Analysis, SQL, SAS EG, VBA, LaTeX, Public Speaking, Microsoft Access, STATA, ACL, Tableau
Education
UC Berkeley 2012 — 2014
Bachelor's Degree, Economics and Statistics
Hermes (Qi) Tang Hermes (Qi) Tang's HSBC Experience June 2010 - August 2010
Job at Telogis
Industry Financial Services
Experience
Telogis July 2015 - Present
Nutiva July 2014 - January 2015
California Actuarial League December 2013 - May 2014
Santa Barbara City College February 2011 - May 2011
HSBC June 2010 - August 2010
Skills
Statistical Data..., Actuarial Exams, Access, R, SQL, Microsoft Excel, Public Speaking, Corporate Finance, Financial Modeling, VBA, Statistics, Mandarin, Data Analysis, Pro Series, QuickBooks
Education
University of California, Berkeley
Bachelor of Arts (BA)
Shenzhen Foreign Languages School
High School Diploma
Telogis July 2015 - Present
Nutiva July 2014 - January 2015
California Actuarial League December 2013 - May 2014
Santa Barbara City College February 2011 - May 2011
HSBC June 2010 - August 2010
Skills
Statistical Data..., Actuarial Exams, Access, R, SQL, Microsoft Excel, Public Speaking, Corporate Finance, Financial Modeling, VBA, Statistics, Mandarin, Data Analysis, Pro Series, QuickBooks
Education
University of California, Berkeley
Bachelor of Arts (BA)
Shenzhen Foreign Languages School
High School Diploma
Matthew Duprel's HSBC Experience July 2007 - July 2007
Job Store Team Leader at Target
Industry Retail
Experience
Target September 2014 - Present
Target February 2013 - August 2014
Target July 2009 - February 2013
PwC June 2008 - August 2008
HSBC July 2007 - July 2007
Novellus Systems May 2006 - August 2006
Zanotto's Family Market January 1998 - July 2005
Skills
Team Leadership, Strategic Thinking, Leadership Development, Operations Management, Public Speaking, Talent Management, Talent Acquisition, Payroll Analysis, Sales Operations, 360 Feedback, Microsoft Office, Time Management, Sales, Customer Service, Inventory Management, Leadership, Management, Microsoft Excel, Team Building, Training, Data Analysis, Retail, Store Management
Education
UC Berkeley 2005 — 2009
Bachelor of Science (BS), Business Administration
Bellarmine College Preparatory 2001 — 2005
Target September 2014 - Present
Target February 2013 - August 2014
Target July 2009 - February 2013
PwC June 2008 - August 2008
HSBC July 2007 - July 2007
Novellus Systems May 2006 - August 2006
Zanotto's Family Market January 1998 - July 2005
Skills
Team Leadership, Strategic Thinking, Leadership Development, Operations Management, Public Speaking, Talent Management, Talent Acquisition, Payroll Analysis, Sales Operations, 360 Feedback, Microsoft Office, Time Management, Sales, Customer Service, Inventory Management, Leadership, Management, Microsoft Excel, Team Building, Training, Data Analysis, Retail, Store Management
Education
UC Berkeley 2005 — 2009
Bachelor of Science (BS), Business Administration
Bellarmine College Preparatory 2001 — 2005
Bill Gilsig's HSBC Experience March 2004 - April 2007
Job District Manager at CTL Corp.
Industry Financial Services
Experience
CTL Corp. July 2014 - Present
S I Financial April 2008 - Present
Honda Canada Finance Inc. April 2007 - April 2008
HSBC March 2004 - April 2007
Skills
Automotive, Bank Financing, RV, marine, F&I, extended warranty, Credit, Extended Warranty, Disability Insurance, Life Insurance, Business Development, Finance, Customer Satisfaction, Account Management, Customer Retention, Sales, Business Planning, Insurance, Selling, Sales Process, Negotiation, Sales Management, Leadership, Marketing, Automobile, Credit Analysis, Maritime, Profit, Sales Operations, B2B, New Business Development, Training, Team Building, Team Leadership, Time Management, Process Improvement, Budgets, Vehicles, Banking, Financial Analysis, Relationship Management, Loans, Pricing, Risk Management, Credit Risk, Portfolio Management, Dealers, Financial Services, Mortgage Lending, Management
Education
The University of Calgary 1990 — 1994
Bachelor of Arts, Kineseology
crescent heights high school 1986 — 1988
CTL Corp. July 2014 - Present
S I Financial April 2008 - Present
Honda Canada Finance Inc. April 2007 - April 2008
HSBC March 2004 - April 2007
Skills
Automotive, Bank Financing, RV, marine, F&I, extended warranty, Credit, Extended Warranty, Disability Insurance, Life Insurance, Business Development, Finance, Customer Satisfaction, Account Management, Customer Retention, Sales, Business Planning, Insurance, Selling, Sales Process, Negotiation, Sales Management, Leadership, Marketing, Automobile, Credit Analysis, Maritime, Profit, Sales Operations, B2B, New Business Development, Training, Team Building, Team Leadership, Time Management, Process Improvement, Budgets, Vehicles, Banking, Financial Analysis, Relationship Management, Loans, Pricing, Risk Management, Credit Risk, Portfolio Management, Dealers, Financial Services, Mortgage Lending, Management
Education
The University of Calgary 1990 — 1994
Bachelor of Arts, Kineseology
crescent heights high school 1986 — 1988
Toby Chaplin Toby Chaplin's HSBC Experience August 2011 - March 2014
Job Vice President at HSBC Securities (USA) Inc.
Industry Banking
Experience
HSBC Securities (USA) Inc. March 2015 - Present
HSBC Securities (USA) Inc. March 2014 - Present
HSBC August 2011 - March 2014
HSBC August 2009 - August 2011
Skills
Banking, Portfolio Management, Finance, CRM, Management, Trading, Credit, Negotiation, Sales, Risk Management, New Business Development, Investments, Time Management, Financial Analysis, Wealth Management, Asset Management, Investment Banking, Bloomberg, Financial Markets, Financial Services, Derivatives
Education
The University of Birmingham 2006 — 2009
Bachelor of Science (B.Sc.), Accounting & Finance, First Class with honours
HSBC Securities (USA) Inc. March 2015 - Present
HSBC Securities (USA) Inc. March 2014 - Present
HSBC August 2011 - March 2014
HSBC August 2009 - August 2011
Skills
Banking, Portfolio Management, Finance, CRM, Management, Trading, Credit, Negotiation, Sales, Risk Management, New Business Development, Investments, Time Management, Financial Analysis, Wealth Management, Asset Management, Investment Banking, Bloomberg, Financial Markets, Financial Services, Derivatives
Education
The University of Birmingham 2006 — 2009
Bachelor of Science (B.Sc.), Accounting & Finance, First Class with honours
Robert Griner Robert Griner's HSBC Experience 2008 - 2011
Job Client Communications Manager
Industry Financial Services
Experience
Fiserv July 2014 - Present
Capital One July 1998 - October 2013
HSBC 2008 - 2011
Skills
Banking, Relationship Management, Financial Services, Vendor Management, Business Analysis, Analytics, Process Improvement, Training, Team Management, Analysis, Performance Management, Team Building, Cultural Awareness, Leadership Development, Sustainability, Business Process..., Customer Experience, Loans, Recruiting, Business Intelligence, MIS, Organizational..., Coaching, Strategy, Sales, Mortgage Lending, Credit, Change Management, Portfolio Management, Call Centers, Finance, Credit Cards, Outsourcing, Market Research, Workshop Facilitation
Education
University of Phoenix 2004 — 2008
Master of Business Administration (MBA), Global Management, 3.75 GPA
UC Berkeley 1984 — 1988
Bachelor of Arts (B.A.), Music Theory and Composition
Fiserv July 2014 - Present
Capital One July 1998 - October 2013
HSBC 2008 - 2011
Skills
Banking, Relationship Management, Financial Services, Vendor Management, Business Analysis, Analytics, Process Improvement, Training, Team Management, Analysis, Performance Management, Team Building, Cultural Awareness, Leadership Development, Sustainability, Business Process..., Customer Experience, Loans, Recruiting, Business Intelligence, MIS, Organizational..., Coaching, Strategy, Sales, Mortgage Lending, Credit, Change Management, Portfolio Management, Call Centers, Finance, Credit Cards, Outsourcing, Market Research, Workshop Facilitation
Education
University of Phoenix 2004 — 2008
Master of Business Administration (MBA), Global Management, 3.75 GPA
UC Berkeley 1984 — 1988
Bachelor of Arts (B.A.), Music Theory and Composition
Sylvia S. Li Sylvia S. Li's HSBC Experience May 2013 - July 2013
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte & Touche LLP September 2015 - Present
CCTV 2 - Channel of Finance and Economics June 2015 - July 2015
Ascend Berkeley Chapter December 2014 - May 2015
Ascend Berkeley Chapter June 2014 - December 2014
Walmart eCommerce May 2014 - August 2014
HSBC May 2013 - July 2013
Standard Chartered Bank June 2012 - August 2012
Skylight Optical June 2010 - July 2011
Skills
Banking, Financial Analysis, Leadership, Public Speaking, PowerPoint, Financial Accounting, Microsoft Suites, iMovie, Financial Services, Mandarin, Research, Microsoft Excel, SAP Supply Chain, Supply Chain Management, International Reporting
Education
UC Berkeley 2011 — 2015
Bachelor's Degree, Economics
York House School 2008 — 2011
High School
Deloitte & Touche LLP September 2015 - Present
CCTV 2 - Channel of Finance and Economics June 2015 - July 2015
Ascend Berkeley Chapter December 2014 - May 2015
Ascend Berkeley Chapter June 2014 - December 2014
Walmart eCommerce May 2014 - August 2014
HSBC May 2013 - July 2013
Standard Chartered Bank June 2012 - August 2012
Skylight Optical June 2010 - July 2011
Skills
Banking, Financial Analysis, Leadership, Public Speaking, PowerPoint, Financial Accounting, Microsoft Suites, iMovie, Financial Services, Mandarin, Research, Microsoft Excel, SAP Supply Chain, Supply Chain Management, International Reporting
Education
UC Berkeley 2011 — 2015
Bachelor's Degree, Economics
York House School 2008 — 2011
High School
Mark Bowles Mark Bowles's HSBC Experience July 2013 - Present
Job SVP Capital Planning at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
HSBC July 2012 - July 2013
HSBC April 2011 - July 2012
HSBC July 2009 - April 2011
HSBC April 2007 - July 2009
HSBC November 2004 - April 2007
PwC September 2000 - November 2004
Skills
Credit Cards, Mortgage Lending, Investments, Financial Reporting, Credit Analysis, Commercial Banking, Banking, Mortgage Banking, Investment Banking, Financial Accounting, Financial Audits, Operational Efficiency, Internal Audit, External Audit
Education
The University of Birmingham 1997 — 2000
Bachelor of Science (BSc), Money, Banking & Finance, First class
Chilwell School 1990 — 1997
A-Level & GCSE
Association of Corporate Treasurers (ACT)
AMCT
Institute of Chartered Accountants of Scotland (ICAS)
CA
HSBC July 2013 - Present
HSBC July 2012 - July 2013
HSBC April 2011 - July 2012
HSBC July 2009 - April 2011
HSBC April 2007 - July 2009
HSBC November 2004 - April 2007
PwC September 2000 - November 2004
Skills
Credit Cards, Mortgage Lending, Investments, Financial Reporting, Credit Analysis, Commercial Banking, Banking, Mortgage Banking, Investment Banking, Financial Accounting, Financial Audits, Operational Efficiency, Internal Audit, External Audit
Education
The University of Birmingham 1997 — 2000
Bachelor of Science (BSc), Money, Banking & Finance, First class
Chilwell School 1990 — 1997
A-Level & GCSE
Association of Corporate Treasurers (ACT)
AMCT
Institute of Chartered Accountants of Scotland (ICAS)
CA
Meena R Krishnan Meena R Krishnan's HSBC Experience April 2003 - August 2005
Job Senior Retirement Plan Administrator(Global Ops) Charles Schwab, Austin, TX
Industry Financial Services
Experience
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
TD Ameritrade August 2010 - July 2012
Hugh Bowen Associates Research February 2000 - August 2010
UBS December 2007 - May 2009
Wells Fargo September 2005 - May 2007
HSBC April 2003 - August 2005
Skills
Credit, Relationship Management, Fixed Income, Portfolio Management, Banking, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Investments, Underwriting, Forecasting, Risk Management, Insurance, Series 7 and 66, Financial Services, Analysis, Marketing
Education
UC Berkeley 2009 — 2010
Advanced Certificate in Finance, Finance, A
FINRA 2007 — 2007
Series 7 and Series 66, Securities Licensing
University of Madras(Chennai, India) 1995 — 1997
MBA, Finance, Banking and Financial Management Services, A+
Kathryn Herrington's HSBC Experience 2010 - September 2011
Job Chief Human Resources Officer at CLS Bank International
Industry Financial Services
Experience
CLS Bank International September 2011 - Present
HSBC 2010 - September 2011
Bank of America 2006 - 2009
Merrill Lynch 1998 - 2006
Oracle January 1995 - July 1998
Skills
Performance Management, Customer Service, Talent Management, Employee Relations, Benchmarking, Recruiting, Succession Planning, Human Resources, Management, Employee Benefits, HRIS, Employee Engagement, Organizational..., Change Management, Leadership Development, Talent Acquisition, Onboarding, Personnel Management, Payroll, CRM, Organizational Design, HR Policies, Strategy
Education
University of Bristol 1991 — 1994
BA Hons., Economic & Social History
CLS Bank International September 2011 - Present
HSBC 2010 - September 2011
Bank of America 2006 - 2009
Merrill Lynch 1998 - 2006
Oracle January 1995 - July 1998
Skills
Performance Management, Customer Service, Talent Management, Employee Relations, Benchmarking, Recruiting, Succession Planning, Human Resources, Management, Employee Benefits, HRIS, Employee Engagement, Organizational..., Change Management, Leadership Development, Talent Acquisition, Onboarding, Personnel Management, Payroll, CRM, Organizational Design, HR Policies, Strategy
Education
University of Bristol 1991 — 1994
BA Hons., Economic & Social History
Sandi Horwitz Sandi Horwitz's HSBC Experience February 2004 - July 2012
Job Managing Director, Delaware Trust Company
Industry Financial Services
Experience
Delaware Trust Company August 2012 - Present
HSBC February 2004 - July 2012
Credit Lyonnais 2001 - 2003
Credit Lyonnais April 1993 - August 2001
Manufacturers Hanover Trust 1983 - 1992
Skills
Restructuring, Credit, Loans, Bankruptcy, Bonds, RMBS
Education
COLUMBIA UNIVERSITY-Graduate School of Business 1981 — 1983
MBA, Finance Concentration
University of Southern California 1975 — 1977
MPA, School of Public Administration, Intergovernmental Management Concentration
University of California, Los Angeles 1971 — 1975
BA, Political Science
Delaware Trust Company August 2012 - Present
HSBC February 2004 - July 2012
Credit Lyonnais 2001 - 2003
Credit Lyonnais April 1993 - August 2001
Manufacturers Hanover Trust 1983 - 1992
Skills
Restructuring, Credit, Loans, Bankruptcy, Bonds, RMBS
Education
COLUMBIA UNIVERSITY-Graduate School of Business 1981 — 1983
MBA, Finance Concentration
University of Southern California 1975 — 1977
MPA, School of Public Administration, Intergovernmental Management Concentration
University of California, Los Angeles 1971 — 1975
BA, Political Science
Mark Bayne, CISSP Mark Bayne, CISSP's HSBC Experience February 2009 - January 2011
Job Senior Manager, Master Data Management at Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts May 2011 - Present
HSBC February 2009 - January 2011
HSBC April 2006 - February 2009
HSBC March 2005 - April 2006
Household International May 2001 - March 2005
Household International 2001 - 2003
Whittman-Hart / marchFIRST 1996 - 2001
Skills
SDLC, Change Management, Architecture, Access Management, Incident Management, Software Configuration..., Web Development, Application Development, Process Improvement, International Project..., Software Project..., Agile, Master Data Management, Java, Agile Methodologies, Solution Architecture, Software Development, Enterprise Architecture, IT Management, System Deployment, Integration, Program Management, Business Analysis, Architectures, Enterprise Software
Education
University of Bridgeport
M.S.
University of Notre Dame
B.A.
Express Scripts May 2011 - Present
HSBC February 2009 - January 2011
HSBC April 2006 - February 2009
HSBC March 2005 - April 2006
Household International May 2001 - March 2005
Household International 2001 - 2003
Whittman-Hart / marchFIRST 1996 - 2001
Skills
SDLC, Change Management, Architecture, Access Management, Incident Management, Software Configuration..., Web Development, Application Development, Process Improvement, International Project..., Software Project..., Agile, Master Data Management, Java, Agile Methodologies, Solution Architecture, Software Development, Enterprise Architecture, IT Management, System Deployment, Integration, Program Management, Business Analysis, Architectures, Enterprise Software
Education
University of Bridgeport
M.S.
University of Notre Dame
B.A.
Dusko Pijetlovic's HSBC Experience 2000 - 2003
Job IT Director Senior Systems Administrator UBC
Industry Information Technology and Services
Experience
The University of British Columbia July 2011 - Present
The University of British Columbia May 2006 - July 2011
Neocortex Computer Solutions 2003 - 2006
HSBC 2000 - 2003
BC Institute of Technology 1999 - 2000
Skills
System Administration, OpenBSD, FreeBSD, Network Administration, Servers, Firewalls, Unix Shells: Ksh, Tcsh,..., Troubleshooting, Computer Security, CentOS, Zimbra CS, Virtualization, RHEL, Network Security, Nginx, Apache, Software Development, GNU/Linux, Mac OS X Server, DNS, Command-Line Interface, Open Source, Linux server..., Proteus IPAM, MySQL/MariaDB, Python
Education
British Columbia Institute of Technology 1998 — 2000
Dipl. Tech., Computer Systems Technology
University of Belgrade 1991 — 1996
Master of Science (M.Sc.), Mechanical Engineering
The University of British Columbia July 2011 - Present
The University of British Columbia May 2006 - July 2011
Neocortex Computer Solutions 2003 - 2006
HSBC 2000 - 2003
BC Institute of Technology 1999 - 2000
Skills
System Administration, OpenBSD, FreeBSD, Network Administration, Servers, Firewalls, Unix Shells: Ksh, Tcsh,..., Troubleshooting, Computer Security, CentOS, Zimbra CS, Virtualization, RHEL, Network Security, Nginx, Apache, Software Development, GNU/Linux, Mac OS X Server, DNS, Command-Line Interface, Open Source, Linux server..., Proteus IPAM, MySQL/MariaDB, Python
Education
British Columbia Institute of Technology 1998 — 2000
Dipl. Tech., Computer Systems Technology
University of Belgrade 1991 — 1996
Master of Science (M.Sc.), Mechanical Engineering
Yi-Chien Leng Yi-Chien Leng's HSBC Experience May 2012 - Present
Job
Industry Banking
Experience
HSBC May 2012 - Present
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Credit Analysis, Loan Structuring, Construction Loans, Business Strategy, Business Analysis, Customer Engagement, Client Relationship..., Loans, Negotiation, Financial Structuring, Finance, Competitive Analysis, CRM, Credit, Mergers & Acquisitions
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master, MBA
University of California, Los Angeles 1998 — 2001
BA, Economics
HSBC May 2012 - Present
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Credit Analysis, Loan Structuring, Construction Loans, Business Strategy, Business Analysis, Customer Engagement, Client Relationship..., Loans, Negotiation, Financial Structuring, Finance, Competitive Analysis, CRM, Credit, Mergers & Acquisitions
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master, MBA
University of California, Los Angeles 1998 — 2001
BA, Economics
Wyn Clark Wyn Clark's HSBC Experience October 2009 - August 2010
Job Regulatory Risk and AntiMoney Laundering Compliance
Industry Financial Services
Experience
WSC Consulting, LLC August 2010 - Present
HSBC October 2009 - August 2010
U.S. Department of the Treasury, Office of Technical Assistance (OTA) May 2008 - September 2009
U.S. Trust, Bank of America 2003 - 2008
U.S. Department of the Treasury, Office of the Comptroller of the Currency (OCC) 1992 - 1998
Skills
AML, Anti Money Laundering, OFAC, Risk Management, Banking, Risk Assessment, Auditing, Financial Institutions, Mutual Funds, Regulations, Program Management, Financial Risk, Management, Securities, Due Diligence, Finance, International Finance, Financial Services, Financial Risk..., Operational Risk, Compliance, Sanctions
Education
University of Bridgeport
MBA, International Business
University of Connecticut
BA, Economics
WSC Consulting, LLC August 2010 - Present
HSBC October 2009 - August 2010
U.S. Department of the Treasury, Office of Technical Assistance (OTA) May 2008 - September 2009
U.S. Trust, Bank of America 2003 - 2008
U.S. Department of the Treasury, Office of the Comptroller of the Currency (OCC) 1992 - 1998
Skills
AML, Anti Money Laundering, OFAC, Risk Management, Banking, Risk Assessment, Auditing, Financial Institutions, Mutual Funds, Regulations, Program Management, Financial Risk, Management, Securities, Due Diligence, Finance, International Finance, Financial Services, Financial Risk..., Operational Risk, Compliance, Sanctions
Education
University of Bridgeport
MBA, International Business
University of Connecticut
BA, Economics
Alexander Shepard's HSBC Experience April 2007 - September 2008
Job Senior Banker, J.P. Morgan Private Bank
Industry Investment Banking
Experience
J.P. Morgan March 2012 - Present
MF Global May 2009 - November 2011
Sokolin LLC December 2008 - May 2009
HSBC April 2007 - September 2008
ABN AMRO Bank N.V. November 2003 - April 2007
UBS Investment Bank September 1994 - August 2003
Skills
Alternative Investments
Education
University of Bristol 1991 — 1994
BS, Psychology
Eton College 1985 — 1990
J.P. Morgan March 2012 - Present
MF Global May 2009 - November 2011
Sokolin LLC December 2008 - May 2009
HSBC April 2007 - September 2008
ABN AMRO Bank N.V. November 2003 - April 2007
UBS Investment Bank September 1994 - August 2003
Skills
Alternative Investments
Education
University of Bristol 1991 — 1994
BS, Psychology
Eton College 1985 — 1990
Maria Elisa Duncan Maria Elisa Duncan's HSBC Experience 2003 - 2009
Job Partner, Invictus International
Industry Marketing and Advertising
Experience
Invictus International October 2009 - Present
Jeremiah's Home September 2009 - Present
HSBC 2003 - 2009
Household International 1997 - 2003
The San Francisco Chronicle & Examiner 1996 - 1997
International Association for Business Communicators 1992 - 1996
Wells Fargo Bank 1980 - 1992
Skills
Negotiation, Business Development, Vendor Management, Process Improvement, Cross-functional Team..., Analytics, Project Management, Forecasting, Credit Cards, Strategic Planning, Financial Services, Product Development, Risk Management, Account Management, Public Relations, Purchasing, Growth Strategies, Contract Management, Pricing Strategy, Marketing, Management, Budgets, Strategy, CRM, Program Management, Leadership, Product Management, Competitive Analysis, Business Strategy, Business Process..., Management Consulting
Education
University of California, Berkeley 1995 — 1997
32 MBA credits, International Marketing
Philippine Normal University
BSEE, Graduated, Higher Education/Higher Education Administration
Invictus International October 2009 - Present
Jeremiah's Home September 2009 - Present
HSBC 2003 - 2009
Household International 1997 - 2003
The San Francisco Chronicle & Examiner 1996 - 1997
International Association for Business Communicators 1992 - 1996
Wells Fargo Bank 1980 - 1992
Skills
Negotiation, Business Development, Vendor Management, Process Improvement, Cross-functional Team..., Analytics, Project Management, Forecasting, Credit Cards, Strategic Planning, Financial Services, Product Development, Risk Management, Account Management, Public Relations, Purchasing, Growth Strategies, Contract Management, Pricing Strategy, Marketing, Management, Budgets, Strategy, CRM, Program Management, Leadership, Product Management, Competitive Analysis, Business Strategy, Business Process..., Management Consulting
Education
University of California, Berkeley 1995 — 1997
32 MBA credits, International Marketing
Philippine Normal University
BSEE, Graduated, Higher Education/Higher Education Administration
Debarati Bhattacharya Debarati Bhattacharya's HSBC Experience 2005 - 2006
Job Assistant Professor, Department of Finance, Duquesne University
Industry Education Management
Experience
Duquesne University July 2014 - Present
Virginia Tech May 2012 - May 2014
Virginia Tech University August 2009 - May 2014
ICFAI Business School 2006 - 2009
Paterson & Co. (part of the Hinduja bank, Switzerland) 2006 - 2006
HSBC 2005 - 2006
Citibank India 2004 - 2005
ICICI Bank 2003 - 2004
Srei Infrastructure Finance Limited 2002 - 2003
Skills
SAS programming, Databases: CRSP,..., R programming, Stata programming, Data Analysis, Economics, SPSS, Teaching, Econometrics, Time Series Analysis, Qualitative Research, Statistical Modeling, Market Research, Stata, Portfolio Management, Investments, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2014
Doctor of Philosophy (Ph.D.), Finance, General
IISWBM 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Calcutta 1996 — 1999
BSc, Economics
Gokhale Memorial Girls' School 1986 — 1994
Junior and Middle School
Duquesne University July 2014 - Present
Virginia Tech May 2012 - May 2014
Virginia Tech University August 2009 - May 2014
ICFAI Business School 2006 - 2009
Paterson & Co. (part of the Hinduja bank, Switzerland) 2006 - 2006
HSBC 2005 - 2006
Citibank India 2004 - 2005
ICICI Bank 2003 - 2004
Srei Infrastructure Finance Limited 2002 - 2003
Skills
SAS programming, Databases: CRSP,..., R programming, Stata programming, Data Analysis, Economics, SPSS, Teaching, Econometrics, Time Series Analysis, Qualitative Research, Statistical Modeling, Market Research, Stata, Portfolio Management, Investments, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2014
Doctor of Philosophy (Ph.D.), Finance, General
IISWBM 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Calcutta 1996 — 1999
BSc, Economics
Gokhale Memorial Girls' School 1986 — 1994
Junior and Middle School
Susmita Karmakar Susmita Karmakar's HSBC Experience July 2010 - August 2012
Job Statistician, Manager Precima at LoyaltyOne
Industry Banking
Experience
LoyaltyOne January 2014 - Present
TD September 2012 - January 2014
HSBC July 2010 - August 2012
PayPal (Formerly Bill Me Later) October 2003 - October 2009
Global Insight 2002 - 2002
Skills
Credit Risk, SAS, Risk Analytics, Risk Management, Credit Cards, Credit, Analytics, Data Analysis, Segmentation, Predictive Modeling, Mortgage Lending, Credit Scoring, Portfolio Management, Strategy, Banking
Education
University of Delaware 2001 — 2003
Masters, Economics
Christ Church Girls' High School
University of Calcutta
LoyaltyOne January 2014 - Present
TD September 2012 - January 2014
HSBC July 2010 - August 2012
PayPal (Formerly Bill Me Later) October 2003 - October 2009
Global Insight 2002 - 2002
Skills
Credit Risk, SAS, Risk Analytics, Risk Management, Credit Cards, Credit, Analytics, Data Analysis, Segmentation, Predictive Modeling, Mortgage Lending, Credit Scoring, Portfolio Management, Strategy, Banking
Education
University of Delaware 2001 — 2003
Masters, Economics
Christ Church Girls' High School
University of Calcutta
Tanya Stambolic Tanya Stambolic's HSBC Experience June 2014 - Present
Job AVP, Digital Marketing for North America, Retail Banking&Wealth Management at HSBC
Industry Internet
Experience
HSBC June 2014 - Present
three60 strategy November 2013 - June 2014
The DATA Group of Companies February 2011 - October 2013
M Marketing Inc. April 2008 - February 2011
M Marketing Inc. June 2004 - April 2008
Wunderman January 2000 - March 2004
Skills
Customer Acquisition, E-commerce, Budgets, Digital Strategy, Integrated Marketing, Marketing, Segmentation, Business Development, Interactive Marketing, Digital Marketing, Email Marketing, SEM, Direct Marketing, Online Advertising, B2B Marketing, Social Media Marketing, Mobile Marketing, Digital Media, Relationship Marketing, Marketing Communications, Online Marketing, B2B, Marketing Strategy, Strategy, Database Marketing, SEO, Multi-channel Marketing, Web Marketing, Direct Mail, Leadership, Brand Development, Cross-functional Team..., Management, Marketing Management, Lead Generation, Product Marketing
Education
University of Belgrade
BA
HSBC June 2014 - Present
three60 strategy November 2013 - June 2014
The DATA Group of Companies February 2011 - October 2013
M Marketing Inc. April 2008 - February 2011
M Marketing Inc. June 2004 - April 2008
Wunderman January 2000 - March 2004
Skills
Customer Acquisition, E-commerce, Budgets, Digital Strategy, Integrated Marketing, Marketing, Segmentation, Business Development, Interactive Marketing, Digital Marketing, Email Marketing, SEM, Direct Marketing, Online Advertising, B2B Marketing, Social Media Marketing, Mobile Marketing, Digital Media, Relationship Marketing, Marketing Communications, Online Marketing, B2B, Marketing Strategy, Strategy, Database Marketing, SEO, Multi-channel Marketing, Web Marketing, Direct Mail, Leadership, Brand Development, Cross-functional Team..., Management, Marketing Management, Lead Generation, Product Marketing
Education
University of Belgrade
BA
Lei (Owen) Wu Lei (Owen) Wu's HSBC Experience January 2012 - June 2012
Job Expertise in data mining, quantitative analysis and credit risk management.
Industry Financial Services
Experience
Capital One June 2012 - Present
Baidu, Inc. 2014 - 2015
Baidu, Inc. 2014 - 2015
HSBC January 2012 - June 2012
Skills
SAS, SQL, Valuation, Mathlab, AMPL, EXCEL, Teradata, Statistics, VBA, IBM Mainframe, Decision Trees, CART, TreeNet
Education
UC Berkeley 2010 — 2011
M.S, Industrial Engineering and Operations Research, GPA: 3.78
UC Berkeley 2005 — 2009
B.A, Applied Mathematics, GPA: 3.97
UC Berkeley 2005 — 2009
B.S, Chemical Biology, GPA: 3.83
Capital One June 2012 - Present
Baidu, Inc. 2014 - 2015
Baidu, Inc. 2014 - 2015
HSBC January 2012 - June 2012
Skills
SAS, SQL, Valuation, Mathlab, AMPL, EXCEL, Teradata, Statistics, VBA, IBM Mainframe, Decision Trees, CART, TreeNet
Education
UC Berkeley 2010 — 2011
M.S, Industrial Engineering and Operations Research, GPA: 3.78
UC Berkeley 2005 — 2009
B.A, Applied Mathematics, GPA: 3.97
UC Berkeley 2005 — 2009
B.S, Chemical Biology, GPA: 3.83
James Brookbank James Brookbank's HSBC Experience February 2015 - Present
Job Lead Architect at HSBC
Industry Information Technology and Services
Experience
HSBC February 2015 - Present
Happenstance Consulting Ltd March 2014 - Present
Lloyds Banking Group November 2011 - March 2014
ICAP October 2009 - November 2011
Insight Investment November 2007 - October 2009
C Hoare & Co May 2005 - November 2007
Siemens May 2003 - May 2005
BBC October 2000 - May 2003
Skills
DNS, Active Directory, Powershell, DHCP, Bash, VMware, Disaster Recovery, Solaris, HDS, VMware ESX, Virtualization, Netbackup, Brocade, ITIL, Storage Area Networks
Education
University of Bristol 1997 — 2000
BSc (Hons), Biochemistry
HSBC February 2015 - Present
Happenstance Consulting Ltd March 2014 - Present
Lloyds Banking Group November 2011 - March 2014
ICAP October 2009 - November 2011
Insight Investment November 2007 - October 2009
C Hoare & Co May 2005 - November 2007
Siemens May 2003 - May 2005
BBC October 2000 - May 2003
Skills
DNS, Active Directory, Powershell, DHCP, Bash, VMware, Disaster Recovery, Solaris, HDS, VMware ESX, Virtualization, Netbackup, Brocade, ITIL, Storage Area Networks
Education
University of Bristol 1997 — 2000
BSc (Hons), Biochemistry
Judson Wickham Judson Wickham's HSBC Experience 2009 - 2009
Job SAP Cloud Consultant
Industry Information Technology and Services
Experience
SAP August 2013 - Present
Buster Casey June 2013 - Present
Cloud Constructor June 2013 - Present
xyo.net July 2013 - Present
EntryPoint Consulting February 2013 - August 2013
Bramasol December 2011 - February 2013
Pinkberry Ventures, Inc September 2009 - December 2011
HSBC 2009 - 2009
Publicly Traded Hedge Fund 2007 - 2008
Accenture 2005 - 2007
Skills
SAP Business ByDesign, Microsoft SQL Server, Technology Integration, PeopleSoft, Business Process Design, Data Migration, Financials, CRM, SSRS, Multi-currency, SSIS, ERP, Business Intelligence, Integration, SaaS, SAP, Business Process, Business Analysis, Crystal Reports, Project Management, Enterprise Software, Software Project..., Business Process..., Requirements Analysis, IT Strategy, Pre-sales, Consulting, Professional Services, Management, E-commerce, SAP ERP
Education
University of California, Davis 2000 — 2005
B.A.S., Mathematics and Managerial Economics
Sacramento Entrepreneurship Academy 2003 — 2004
SAP August 2013 - Present
Buster Casey June 2013 - Present
Cloud Constructor June 2013 - Present
xyo.net July 2013 - Present
EntryPoint Consulting February 2013 - August 2013
Bramasol December 2011 - February 2013
Pinkberry Ventures, Inc September 2009 - December 2011
HSBC 2009 - 2009
Publicly Traded Hedge Fund 2007 - 2008
Accenture 2005 - 2007
Skills
SAP Business ByDesign, Microsoft SQL Server, Technology Integration, PeopleSoft, Business Process Design, Data Migration, Financials, CRM, SSRS, Multi-currency, SSIS, ERP, Business Intelligence, Integration, SaaS, SAP, Business Process, Business Analysis, Crystal Reports, Project Management, Enterprise Software, Software Project..., Business Process..., Requirements Analysis, IT Strategy, Pre-sales, Consulting, Professional Services, Management, E-commerce, SAP ERP
Education
University of California, Davis 2000 — 2005
B.A.S., Mathematics and Managerial Economics
Sacramento Entrepreneurship Academy 2003 — 2004
Jie James Shen Jie James Shen's HSBC Experience August 2014 - Present
Job Market Risk AVP at HSBC
Industry Financial Services
Experience
HSBC August 2014 - Present
Citi June 2013 - July 2014
Citi June 2012 - August 2012
Campton Group October 2011 - December 2011
China Jianyin Investment Securites June 2011 - August 2011
Skills
Python, Matlab, SAS, SQL, VBA, Stata
Education
University of California, Berkeley 2009 — 2013
BA, Applied Math, Economics
HSBC August 2014 - Present
Citi June 2013 - July 2014
Citi June 2012 - August 2012
Campton Group October 2011 - December 2011
China Jianyin Investment Securites June 2011 - August 2011
Skills
Python, Matlab, SAS, SQL, VBA, Stata
Education
University of California, Berkeley 2009 — 2013
BA, Applied Math, Economics
Russell Hauf's HSBC Experience 2003 - April 2006
Job
Industry Financial Services
Experience
Capital One May 2012 - Present
HSBC Card Services April 2006 - April 2012
HSBC 2003 - April 2006
Household Credit Services 2000 - 2003
Renaissance Card Services 1999 - 2000
Brouwer & Janachowski, Incorporated 1998 - 1999
Goldberg Moser O'Neill 1997 - 1998
GMO 1997 - 1998
Skills
SAS, SQL, Excel, VBA, Access, Data Warehousing, Analytics, Microsoft Excel, SAS programming, Management, Credit Cards, Data Analysis, Business Analysis, Finance, Analysis, Data Mining
Education
University of California, Davis 1989 — 1997
Bachelors
Capital One May 2012 - Present
HSBC Card Services April 2006 - April 2012
HSBC 2003 - April 2006
Household Credit Services 2000 - 2003
Renaissance Card Services 1999 - 2000
Brouwer & Janachowski, Incorporated 1998 - 1999
Goldberg Moser O'Neill 1997 - 1998
GMO 1997 - 1998
Skills
SAS, SQL, Excel, VBA, Access, Data Warehousing, Analytics, Microsoft Excel, SAS programming, Management, Credit Cards, Data Analysis, Business Analysis, Finance, Analysis, Data Mining
Education
University of California, Davis 1989 — 1997
Bachelors
Graime Haynes's HSBC Experience June 2006 - November 2006
Job Information Technology Consultant
Industry Information Technology and Services
Experience
Technology Connections Ltd. January 1981 - Present
WorkSafeBC June 2014 - June 2015
Canadian Pacific Railway January 2012 - May 2014
Pacific Blue Cross October 2008 - December 2011
Canadian Pacific Railway October 2007 - August 2008
HSBC June 2006 - November 2006
Cornerstone Graphic Systems Inc August 2004 - October 2004
Canadian Pacific Railway November 2002 - April 2003
WorkSafeBC July 2002 - September 2002
Canadian Pacific Railway February 2002 - June 2002
Skills
Business Analysis, SDLC, Databases, SQL, Testing, Systems Analysis, Requirements Gathering, Program Management, Integration, Software Project..., Windows Server, Java, SQL DB2, DB2 LUW, Sybase, Oracle, IMS, IDMS, MS Access, Microsoft Office Suite, MicroFocus COBOL, IBM COBOL, PL/1, VB 6.0, VBA, Perl, PowerShell, K Shell, C, ISPF, Visual Studio, SharePoint, SCLM, SPUFI, QMF, Linux, Unix AIX, z/OS, Windows 7, Data Analysis, Visio, MicroFocus Enterprise..., MicroFocus Enterprise..., JES2, JES3, Team Foundation Server, Assembler, Fortran
Education
The University of Calgary 1977 — 1983
Bachelor of Science (BSc), Computer Science
Technology Connections Ltd. January 1981 - Present
WorkSafeBC June 2014 - June 2015
Canadian Pacific Railway January 2012 - May 2014
Pacific Blue Cross October 2008 - December 2011
Canadian Pacific Railway October 2007 - August 2008
HSBC June 2006 - November 2006
Cornerstone Graphic Systems Inc August 2004 - October 2004
Canadian Pacific Railway November 2002 - April 2003
WorkSafeBC July 2002 - September 2002
Canadian Pacific Railway February 2002 - June 2002
Skills
Business Analysis, SDLC, Databases, SQL, Testing, Systems Analysis, Requirements Gathering, Program Management, Integration, Software Project..., Windows Server, Java, SQL DB2, DB2 LUW, Sybase, Oracle, IMS, IDMS, MS Access, Microsoft Office Suite, MicroFocus COBOL, IBM COBOL, PL/1, VB 6.0, VBA, Perl, PowerShell, K Shell, C, ISPF, Visual Studio, SharePoint, SCLM, SPUFI, QMF, Linux, Unix AIX, z/OS, Windows 7, Data Analysis, Visio, MicroFocus Enterprise..., MicroFocus Enterprise..., JES2, JES3, Team Foundation Server, Assembler, Fortran
Education
The University of Calgary 1977 — 1983
Bachelor of Science (BSc), Computer Science
Angela Fraser, CPA, CGA's HSBC Experience June 2010 - March 2011
Job Business Analyst at the City of Burnaby
Industry Government Administration
Experience
City of Burnaby March 2011 - Present
HSBC June 2010 - March 2011
BC Hydro June 2007 - May 2010
Insurance Corporation of British Columbia March 2006 - May 2007
QLT Inc April 2002 - February 2006
Yorkton Securities Inc. (now Macquarie Private Wealth Inc) November 1998 - April 2002
Skills
Financial Reporting, Financial Analysis, SAP, Forecasting, ERP, Process Improvement, Change Management, Software Documentation, Auditing, Project Management, Business Process, Finance, Budgets, Accounting, Management
Education
Vancouver Photo Workshops 2011 — 2011
Adobe Photoshop CS5
Vancouver Community College 2010 — 2010
Adobe Dreamweaver
Vancouver Community College 2010 — 2010
Web Development (HTML)
SAP Foster City 2005 — 2005
Secure SAP System Management
The University of Calgary 2001 — 2002
BAccS
CGA - BC 1995 — 2001
CGA, Accounting
Vancouver Island University 1992 — 1995
Associate Degree in Commerce, General Business Diploma
City of Burnaby March 2011 - Present
HSBC June 2010 - March 2011
BC Hydro June 2007 - May 2010
Insurance Corporation of British Columbia March 2006 - May 2007
QLT Inc April 2002 - February 2006
Yorkton Securities Inc. (now Macquarie Private Wealth Inc) November 1998 - April 2002
Skills
Financial Reporting, Financial Analysis, SAP, Forecasting, ERP, Process Improvement, Change Management, Software Documentation, Auditing, Project Management, Business Process, Finance, Budgets, Accounting, Management
Education
Vancouver Photo Workshops 2011 — 2011
Adobe Photoshop CS5
Vancouver Community College 2010 — 2010
Adobe Dreamweaver
Vancouver Community College 2010 — 2010
Web Development (HTML)
SAP Foster City 2005 — 2005
Secure SAP System Management
The University of Calgary 2001 — 2002
BAccS
CGA - BC 1995 — 2001
CGA, Accounting
Vancouver Island University 1992 — 1995
Associate Degree in Commerce, General Business Diploma
Sam Miocic's HSBC Experience February 2002 - September 2005
Job Market Director Executive Director JPMorgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC November 2007 - Present
Sovereign Bank October 2006 - November 2007
Bank of America September 2005 - October 2006
HSBC February 2002 - September 2005
Education
University of Bridgeport 1986 — 1990
Bachelor of Science (BS), Finance & Banking
JP Morgan Securities LLC November 2007 - Present
Sovereign Bank October 2006 - November 2007
Bank of America September 2005 - October 2006
HSBC February 2002 - September 2005
Education
University of Bridgeport 1986 — 1990
Bachelor of Science (BS), Finance & Banking
Bill Nolan Bill Nolan's HSBC Experience March 2003 - April 2004
Job Correspondent & Affinity Sales Leader at Liberty Home Equity Solutions
Industry Banking
Experience
Liberty Home Equity Solutions October 2013 - Present
Genworth Financial February 2011 - October 2013
California Department of Veterans Affairs December 2008 - February 2011
Accredited Home Lenders July 2004 - August 2008
HSBC March 2003 - April 2004
Household Finance February 1999 - February 2003
Beneficial Finance June 1989 - February 1999
Skills
Mortgage Lending, Strategic Planning, Leadership, Underwriting, Credit, Team Leadership, Sales Management, Profit, Sales Growth, Financial Audits, Management, Marketing, Mortgage Banking, Executive Management, Loans, Finance, Team Building, Mortgage Underwriting, Customer Service, Loan Origination, Business Development, Training, Sales, Banking, Residential Mortgages, Risk Management
Education
University of California, Davis 1980 — 1984
BA, Politics / Economics
Liberty Home Equity Solutions October 2013 - Present
Genworth Financial February 2011 - October 2013
California Department of Veterans Affairs December 2008 - February 2011
Accredited Home Lenders July 2004 - August 2008
HSBC March 2003 - April 2004
Household Finance February 1999 - February 2003
Beneficial Finance June 1989 - February 1999
Skills
Mortgage Lending, Strategic Planning, Leadership, Underwriting, Credit, Team Leadership, Sales Management, Profit, Sales Growth, Financial Audits, Management, Marketing, Mortgage Banking, Executive Management, Loans, Finance, Team Building, Mortgage Underwriting, Customer Service, Loan Origination, Business Development, Training, Sales, Banking, Residential Mortgages, Risk Management
Education
University of California, Davis 1980 — 1984
BA, Politics / Economics
Richard Calarco Richard Calarco's HSBC Experience December 2005 - April 2008
Job Student at University of Baltimore
Industry Marketing and Advertising
Experience
HSBC December 2005 - April 2008
US Army March 1998 - March 2006
Education
University of Baltimore 2010 — 2012
Marketing
HSBC December 2005 - April 2008
US Army March 1998 - March 2006
Education
University of Baltimore 2010 — 2012
Marketing
Brotin Chakravorty Brotin Chakravorty's HSBC Experience September 2007 - September 2014
Job Vice President at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank September 2014 - Present
HSBC September 2007 - September 2014
Satyam Computers Pvt. Ltd. 2001 - 2005
Satyam Computer Services 2001 - 2005
Education
University of Calcutta 1993 — 1995
Deutsche Bank September 2014 - Present
HSBC September 2007 - September 2014
Satyam Computers Pvt. Ltd. 2001 - 2005
Satyam Computer Services 2001 - 2005
Education
University of Calcutta 1993 — 1995
Jee In Choi's HSBC Experience July 2010 - June 2011
Job Shinhan Bank America의 Operation Support Assistant
Industry Banking
Experience
Shinhan Bank America August 2013 - Present
Best Way Education January 2013 - July 2013
HSBC July 2010 - June 2011
Skills
Marketing, Business, Management, Educational Management
Education
University of California, Irvine 2009 — 2013
Business Administration and Management, General, Bachelor of Arts (B.A.)
연세대학교 / Yonsei University 2011 — 2011
Business Administration, Education Abroad Program
Shinhan Bank America August 2013 - Present
Best Way Education January 2013 - July 2013
HSBC July 2010 - June 2011
Skills
Marketing, Business, Management, Educational Management
Education
University of California, Irvine 2009 — 2013
Business Administration and Management, General, Bachelor of Arts (B.A.)
연세대학교 / Yonsei University 2011 — 2011
Business Administration, Education Abroad Program
Karen(Luyan) Lin Karen(Luyan) Lin's HSBC Experience June 2012 - June 2012
Job Graduate Student at University of California, Santa Barbara
Industry Accounting
Experience
HSBC June 2012 - June 2012
Bank of China May 2011 - June 2011
Fujian Electric Power Survey and Design Institute, China July 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Eviews
Education
University of California, Santa Barbara 2012 — 2013
Master of Arts (M.A.), Economics
University of Macau 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Minor in Economics.
University of California, Berkeley 2011 — 2011
HSBC June 2012 - June 2012
Bank of China May 2011 - June 2011
Fujian Electric Power Survey and Design Institute, China July 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Eviews
Education
University of California, Santa Barbara 2012 — 2013
Master of Arts (M.A.), Economics
University of Macau 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Minor in Economics.
University of California, Berkeley 2011 — 2011
Moon Jeong's HSBC Experience August 2009 - March 2011
Job Chief Decision Management Officer at Citi
Industry Financial Services
Experience
Citi June 2012 - Present
Citi September 2011 - June 2012
HSBC August 2009 - March 2011
Grupo Bal July 2008 - August 2009
Strategic Support Systems August 2002 - January 2008
Grupo Meridian August 2002 - January 2008
Providian Financial January 1999 - August 2002
Skills
Database Marketing, CRM, Banking, Credit Cards, Customer Analysis, Predictive Analytics, Spanish, Risk Management, Predictive Modeling, Financial Risk, Credit, Basel II, Statistical Modeling, Marketing Analytics, Management, Competitive Analysis, Analytics, Segmentation, Financial Services, Enterprise Risk..., Loans, Finance, Credit Scoring, Risk Analytics, Portfolio Management, Financial Modeling, Strategy, Leadership, Retail Banking, Operational Risk, SAS, Credit Risk, Credit Analysis, Start-ups, Quantitative Analytics, Executive Management, Market Risk, Fraud, SAS programming, Data Mining
Education
University of California, Berkeley 1993 — 1998
BA
Citi June 2012 - Present
Citi September 2011 - June 2012
HSBC August 2009 - March 2011
Grupo Bal July 2008 - August 2009
Strategic Support Systems August 2002 - January 2008
Grupo Meridian August 2002 - January 2008
Providian Financial January 1999 - August 2002
Skills
Database Marketing, CRM, Banking, Credit Cards, Customer Analysis, Predictive Analytics, Spanish, Risk Management, Predictive Modeling, Financial Risk, Credit, Basel II, Statistical Modeling, Marketing Analytics, Management, Competitive Analysis, Analytics, Segmentation, Financial Services, Enterprise Risk..., Loans, Finance, Credit Scoring, Risk Analytics, Portfolio Management, Financial Modeling, Strategy, Leadership, Retail Banking, Operational Risk, SAS, Credit Risk, Credit Analysis, Start-ups, Quantitative Analytics, Executive Management, Market Risk, Fraud, SAS programming, Data Mining
Education
University of California, Berkeley 1993 — 1998
BA
Julia Britton's HSBC Experience September 2014 - Present
Job Senior Business Manager, Global Payments and Cash Management at HSBC
Industry Banking
Experience
HSBC September 2014 - Present
HSBC 2006 - Present
HSBC July 2013 - August 2014
HSBC April 2011 - July 2013
HSBC June 2009 - May 2011
HSBC January 2008 - June 2009
HSBC October 2006 - December 2007
Education
University of Bath 2002 — 2006
BSc, Business Administration
HSBC September 2014 - Present
HSBC 2006 - Present
HSBC July 2013 - August 2014
HSBC April 2011 - July 2013
HSBC June 2009 - May 2011
HSBC January 2008 - June 2009
HSBC October 2006 - December 2007
Education
University of Bath 2002 — 2006
BSc, Business Administration
Ellen Chan Ellen Chan's HSBC Experience June 2015 - August 2015
Job Commercial Banking Intern at HSBC
Industry Banking
Experience
University of California, Berkeley, Haas School of Business November 2014 - Present
HSBC June 2015 - August 2015
The Edible Schoolyard Project September 2014 - July 2015
Associated Students of the University of California September 2014 - May 2015
uGuru, Berkeley August 2014 - January 2015
Sooligan, Inc. November 2013 - June 2014
Acota Limited July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Japanese, Cantonese, Mandarin
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor's Degree, Business Administration and Statistics
Longfields Davidson Heights Secondary School 2010 — 2013
University of California, Berkeley, Haas School of Business November 2014 - Present
HSBC June 2015 - August 2015
The Edible Schoolyard Project September 2014 - July 2015
Associated Students of the University of California September 2014 - May 2015
uGuru, Berkeley August 2014 - January 2015
Sooligan, Inc. November 2013 - June 2014
Acota Limited July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Japanese, Cantonese, Mandarin
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor's Degree, Business Administration and Statistics
Longfields Davidson Heights Secondary School 2010 — 2013
Jun Choi Jun Choi's HSBC Experience November 2009 - January 2011
Job President at Mortgage One Group
Industry Financial Services
Experience
Mortgage One Group June 2011 - Present
Geo-Corp, Inc. June 2012 - May 2015
Hana Financial, Inc. August 2011 - December 2012
MetLife Home Loans January 2011 - August 2011
HSBC November 2009 - January 2011
Wells Fargo October 2006 - November 2009
New York Life Insurance Company June 2004 - October 2006
Skills
Mortgage, Investments, Insurance, Loans, Banking, Mortgage Lending, Financial Planning, Refinance, Loan Origination, Series 7, Mortgage Banking, Conventional, Wealth Management, First Time Home Buyers, Strategic Financial..., Residential Mortgages, Finance, Commercial Lending, Credit, Credit Analysis, FHA, Financial Services, Commercial Mortgages, VA loans, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., USDA, FHA financing, Home Equity Loans, Commercial Real Estate, Construction Loans, Government Loans, VA Loans, FHA Financing
Education
University of California, Los Angeles
BA, Business Economics
University of California, Irvine
PFP Designation, Financial Planning
Mortgage One Group June 2011 - Present
Geo-Corp, Inc. June 2012 - May 2015
Hana Financial, Inc. August 2011 - December 2012
MetLife Home Loans January 2011 - August 2011
HSBC November 2009 - January 2011
Wells Fargo October 2006 - November 2009
New York Life Insurance Company June 2004 - October 2006
Skills
Mortgage, Investments, Insurance, Loans, Banking, Mortgage Lending, Financial Planning, Refinance, Loan Origination, Series 7, Mortgage Banking, Conventional, Wealth Management, First Time Home Buyers, Strategic Financial..., Residential Mortgages, Finance, Commercial Lending, Credit, Credit Analysis, FHA, Financial Services, Commercial Mortgages, VA loans, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., USDA, FHA financing, Home Equity Loans, Commercial Real Estate, Construction Loans, Government Loans, VA Loans, FHA Financing
Education
University of California, Los Angeles
BA, Business Economics
University of California, Irvine
PFP Designation, Financial Planning
Christina Gill Christina Gill's HSBC Experience December 2001 - December 2003
Job Marketing for Google Maps for Work
Industry Internet
Experience
Google June 2015 - Present
Twitter March 2014 - May 2015
Wells Fargo December 2007 - September 2013
Intuit January 2012 - August 2012
Wells Fargo June 2006 - February 2007
eBay January 2005 - May 2006
Visa January 2004 - January 2005
HSBC December 2001 - December 2003
Intellipay November 1999 - September 2001
Providian Financial (now Washington Mutual) March 1998 - November 1999
Skills
Email Marketing, Lead Generation, Online Marketing, Competitive Analysis, SEO, Strategy, Product Management, Mobile Devices, Mobile Marketing, Customer Acquisition, PPC, Customer Retention, CRM, Database Marketing, Customer Experience, Google Analytics, Segmentation, Brand Awareness, Facebook, Blogging, Online Marketing..., Marketing Strategy, Landing Page..., Email Strategy, Financial Services, Web Content, B2B Marketing, Lead Cultivation, Google Adwords, Omniture, Partnership Marketing, Gamification, Marketing Operations, Loyalty Programs, QR Codes, Twitter, Content Strategy, Retargeting, Direct Mail, Aprimo, Marketing Agency, B2C marketing, Marketo, Unica Affinium Campaign, Eloqua, HTML, E-commerce, SEM, Digital Marketing, Integrated Marketing
Education
University of California, Berkeley, Haas School of Business
Google June 2015 - Present
Twitter March 2014 - May 2015
Wells Fargo December 2007 - September 2013
Intuit January 2012 - August 2012
Wells Fargo June 2006 - February 2007
eBay January 2005 - May 2006
Visa January 2004 - January 2005
HSBC December 2001 - December 2003
Intellipay November 1999 - September 2001
Providian Financial (now Washington Mutual) March 1998 - November 1999
Skills
Email Marketing, Lead Generation, Online Marketing, Competitive Analysis, SEO, Strategy, Product Management, Mobile Devices, Mobile Marketing, Customer Acquisition, PPC, Customer Retention, CRM, Database Marketing, Customer Experience, Google Analytics, Segmentation, Brand Awareness, Facebook, Blogging, Online Marketing..., Marketing Strategy, Landing Page..., Email Strategy, Financial Services, Web Content, B2B Marketing, Lead Cultivation, Google Adwords, Omniture, Partnership Marketing, Gamification, Marketing Operations, Loyalty Programs, QR Codes, Twitter, Content Strategy, Retargeting, Direct Mail, Aprimo, Marketing Agency, B2C marketing, Marketo, Unica Affinium Campaign, Eloqua, HTML, E-commerce, SEM, Digital Marketing, Integrated Marketing
Education
University of California, Berkeley, Haas School of Business
James Magic Young's HSBC Experience March 2003 - November 2008
Job Entertainer Hip Hop Artist / Songwriter / Producer at JMY
Industry Entertainment
Experience
Badminton Monthly April 2013 - Present
JMY June 2009 - Present
Active Sports Club - Oshman Family JCC September 2013 - August 2014
24 Hour Fitness October 2012 - August 2013
California Badminton Academy / Royal Badminton Academy November 2007 - May 2013
HSBC March 2003 - November 2008
Skills
Banking, Direct Sales, Cold Calling, Sales Management, Sales Process, Insurance, Sales, Account Management, New Business Development, Relationship Management, Finance, Investments, Strategic Planning, Customer Service, Customer Satisfaction, Cross Selling, Credit, Mortgage Lending, Training, Coaching, Selling, Management, Marketing, Business Development, Leadership, Sales Operations, Public Relations, Public Speaking, Social Media
Education
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Globalization and Marketing - Interdisciplinary Studies
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Badminton Monthly April 2013 - Present
JMY June 2009 - Present
Active Sports Club - Oshman Family JCC September 2013 - August 2014
24 Hour Fitness October 2012 - August 2013
California Badminton Academy / Royal Badminton Academy November 2007 - May 2013
HSBC March 2003 - November 2008
Skills
Banking, Direct Sales, Cold Calling, Sales Management, Sales Process, Insurance, Sales, Account Management, New Business Development, Relationship Management, Finance, Investments, Strategic Planning, Customer Service, Customer Satisfaction, Cross Selling, Credit, Mortgage Lending, Training, Coaching, Selling, Management, Marketing, Business Development, Leadership, Sales Operations, Public Relations, Public Speaking, Social Media
Education
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Globalization and Marketing - Interdisciplinary Studies
University of California, Berkeley 1998 — 2002
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Phuong Tran's HSBC Experience October 2006 - October 2007
Job Stanford Management Company
Industry Accounting
Experience
Stanford Management Company October 2014 - Present
Stanford University School of Medicine December 2011 - October 2014
Blackhawk Network March 2011 - December 2011
Iron Systems, Inc March 2010 - November 2010
SYNNEX CORP. October 2007 - December 2008
HSBC October 2006 - October 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Data Analysis, Research, Outlook, Microsoft Word, Photoshop, Accounting, Salesforce.com, Data Entry, English, Microsoft Office, Event Planning, Windows, Time Management, Analysis, Budgets, Financial Analysis, Management, Social Media, Access
Education
University of California, Davis 2002 — 2006
B.A, Economics (Double Minors: Communications; Textiles and Clothing- Emphasis in Marketing/Economics)
Stanford Management Company October 2014 - Present
Stanford University School of Medicine December 2011 - October 2014
Blackhawk Network March 2011 - December 2011
Iron Systems, Inc March 2010 - November 2010
SYNNEX CORP. October 2007 - December 2008
HSBC October 2006 - October 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Data Analysis, Research, Outlook, Microsoft Word, Photoshop, Accounting, Salesforce.com, Data Entry, English, Microsoft Office, Event Planning, Windows, Time Management, Analysis, Budgets, Financial Analysis, Management, Social Media, Access
Education
University of California, Davis 2002 — 2006
B.A, Economics (Double Minors: Communications; Textiles and Clothing- Emphasis in Marketing/Economics)
Ted Olson Ted Olson's HSBC Experience July 2011 - June 2012
Job Director Technology Banking at MUFG
Industry Banking
Experience
MUFG Americas June 2012 - Present
HSBC July 2011 - June 2012
Citi June 2003 - July 2011
Deutsche Bank Securities March 2000 - August 2002
Skills
Capital Markets, Credit Risk, Structured Finance, Commercial Banking, ABS, Investment Banking, Leveraged Finance, Credit Analysis, Derivatives, Valuation, Financial Modeling, Corporate Finance, Foreign Exchange, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Irvine 1994 — 1998
B.A., Economics
MUFG Americas June 2012 - Present
HSBC July 2011 - June 2012
Citi June 2003 - July 2011
Deutsche Bank Securities March 2000 - August 2002
Skills
Capital Markets, Credit Risk, Structured Finance, Commercial Banking, ABS, Investment Banking, Leveraged Finance, Credit Analysis, Derivatives, Valuation, Financial Modeling, Corporate Finance, Foreign Exchange, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Irvine 1994 — 1998
B.A., Economics
Anuja Kar Anuja Kar's HSBC Experience September 2008 - August 2011
Job Economist at Agriculture Global Practice, The World Bank
Industry Public Policy
Experience
The World Bank June 2015 - Present
The World Bank December 2012 - May 2015
Renaissance Capital June 2012 - October 2012
Citizens Advice January 2012 - May 2012
HSBC September 2008 - August 2011
CRISIL June 2006 - September 2008
CMIE September 2005 - June 2006
Skills
Macroeconomics, Econometrics, Economics, Public Policy, Stata, Policy Analysis, Report Writing, Eviews, Research, Team Management, Databases, Bloomberg, Economic Research, Food Policy, Statistics, Quantitative Analytics, International Economics, Emerging Markets, Economic Policy
Education
University of Nottingham 2011 — 2012
Master of Arts (MA), Public Policy, Distinction
University of Calcutta 2003 — 2005
Master of Science (M.Sc.), Economics
The World Bank June 2015 - Present
The World Bank December 2012 - May 2015
Renaissance Capital June 2012 - October 2012
Citizens Advice January 2012 - May 2012
HSBC September 2008 - August 2011
CRISIL June 2006 - September 2008
CMIE September 2005 - June 2006
Skills
Macroeconomics, Econometrics, Economics, Public Policy, Stata, Policy Analysis, Report Writing, Eviews, Research, Team Management, Databases, Bloomberg, Economic Research, Food Policy, Statistics, Quantitative Analytics, International Economics, Emerging Markets, Economic Policy
Education
University of Nottingham 2011 — 2012
Master of Arts (MA), Public Policy, Distinction
University of Calcutta 2003 — 2005
Master of Science (M.Sc.), Economics
Sihui (Janet) Yan's HSBC Experience June 2012 - July 2012
Job Consultant at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation January 2015 - Present
Global Equity Fund August 2014 - May 2015
The Greysteel Company September 2014 - December 2014
DC Water May 2014 - December 2014
HSBC June 2012 - July 2012
China Merchants Bank July 2010 - August 2010
Skills
Microsoft Office, Stata, Matlab, SAS programming, Bloomberg, Eviews, Portfolio Management
Education
University of Maryland College Park 2013 — 2015
Master of Finance, Finance, 3.95/4.0
Zhejiang University 2009 — 2013
Bachelor's degree, Finance and Banking, English Language and Literature, 3.6
UC Davis 2012 — 2012
IFC - International Finance Corporation January 2015 - Present
Global Equity Fund August 2014 - May 2015
The Greysteel Company September 2014 - December 2014
DC Water May 2014 - December 2014
HSBC June 2012 - July 2012
China Merchants Bank July 2010 - August 2010
Skills
Microsoft Office, Stata, Matlab, SAS programming, Bloomberg, Eviews, Portfolio Management
Education
University of Maryland College Park 2013 — 2015
Master of Finance, Finance, 3.95/4.0
Zhejiang University 2009 — 2013
Bachelor's degree, Finance and Banking, English Language and Literature, 3.6
UC Davis 2012 — 2012
Junling (Julie) Ji Junling (Julie) Ji's HSBC Experience August 2010 - March 2012
Job VP Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Union Bank March 2012 - June 2014
HSBC August 2010 - March 2012
DuPont June 2009 - May 2010
University of Delaware January 2009 - May 2009
University of Delaware August 2006 - December 2008
Skills
R, Predictive Modeling, Statistical Modeling, SAS, Data Mining, Quantitative Analytics, Predictive Analytics, Risk Management, Credit Risk, VBA
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (M.B.A.)
University of Delaware 2008 — 2010
MS, Statistics
University of Delaware 2006 — 2009
MS, Environmental Sciences
Wells Fargo June 2014 - Present
Union Bank March 2012 - June 2014
HSBC August 2010 - March 2012
DuPont June 2009 - May 2010
University of Delaware January 2009 - May 2009
University of Delaware August 2006 - December 2008
Skills
R, Predictive Modeling, Statistical Modeling, SAS, Data Mining, Quantitative Analytics, Predictive Analytics, Risk Management, Credit Risk, VBA
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (M.B.A.)
University of Delaware 2008 — 2010
MS, Statistics
University of Delaware 2006 — 2009
MS, Environmental Sciences
Michelle Lau's HSBC Experience June 2015 - August 2015
Job Student at UC Berkeley | Marketing Director at SPIRE HK
Industry Marketing and Advertising
Experience
HSBC June 2015 - August 2015
HSBC June 2014 - August 2014
Scan Inc. January 2013 - December 2013
Zodiac Aerospace June 2013 - August 2013
Cuesta College August 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Presentation Skills, Leadership, Business Development, Client Relations, Data Analysis, SharePoint, Microsoft Word, Public Speaking, Social Media, Visio, Windows Movie Maker, Research, Microsoft Office
Education
University of California, Berkeley 2013 — 2016
Bachelor of Arts (B.A.), Economics
San Luis Obispo High School 2008 — 2012
HSBC June 2015 - August 2015
HSBC June 2014 - August 2014
Scan Inc. January 2013 - December 2013
Zodiac Aerospace June 2013 - August 2013
Cuesta College August 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Presentation Skills, Leadership, Business Development, Client Relations, Data Analysis, SharePoint, Microsoft Word, Public Speaking, Social Media, Visio, Windows Movie Maker, Research, Microsoft Office
Education
University of California, Berkeley 2013 — 2016
Bachelor of Arts (B.A.), Economics
San Luis Obispo High School 2008 — 2012
Haider Raza Haider Raza's HSBC Experience July 2011 - June 2013
Job Corporate Banking
Industry Banking
Experience
RBS Citizens Financial Group June 2013 - Present
HSBC July 2011 - June 2013
TD August 2007 - July 2011
Habib Bank Limited November 2005 - August 2007
Skills
Credit, Commercial Banking, Portfolio Management, Risk Management, Loans, Credit Analysis, Banking, Commercial Lending, Relationship Management, Financial Analysis, Capital Markets, Corporate Finance, Cross Selling, Financial Services, Finance, Asset Based Lending, Underwriting, Lines Of Credit, Syndications, Loan Origination, Credit Risk, Trade Finance, Financial Risk, Trading
Education
The University of Birmingham 2004 — 2005
Master of Business Administration (MBA), International Finance
Lahore School of Economics 1997 — 1999
Master of Business Administration (MBA), Banking and Financial Support Services
RBS Citizens Financial Group June 2013 - Present
HSBC July 2011 - June 2013
TD August 2007 - July 2011
Habib Bank Limited November 2005 - August 2007
Skills
Credit, Commercial Banking, Portfolio Management, Risk Management, Loans, Credit Analysis, Banking, Commercial Lending, Relationship Management, Financial Analysis, Capital Markets, Corporate Finance, Cross Selling, Financial Services, Finance, Asset Based Lending, Underwriting, Lines Of Credit, Syndications, Loan Origination, Credit Risk, Trade Finance, Financial Risk, Trading
Education
The University of Birmingham 2004 — 2005
Master of Business Administration (MBA), International Finance
Lahore School of Economics 1997 — 1999
Master of Business Administration (MBA), Banking and Financial Support Services
Christine Shih Christine Shih's HSBC Experience November 2010 - November 2010
Job Cofounder at Goblio
Industry Financial Services
Experience
Goblio June 2015 - Present
Berkeley Phi Beta Lambda August 2013 - May 2015
OTIGA Technologies July 2014 - August 2014
AUDI AG July 2012 - July 2012
HSBC November 2010 - November 2010
Skills
Leadership, Consulting, Finance, Photoshop, Competitive Analysis, Research, Marketing, Social Media, Data Analysis, Public Speaking, PowerPoint, Social Networking, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Start-ups, Entrepreneurship
Education
University of California, Berkeley 2013 — 2017
Bachelor's degree, Economics, Second Year
Goblio June 2015 - Present
Berkeley Phi Beta Lambda August 2013 - May 2015
OTIGA Technologies July 2014 - August 2014
AUDI AG July 2012 - July 2012
HSBC November 2010 - November 2010
Skills
Leadership, Consulting, Finance, Photoshop, Competitive Analysis, Research, Marketing, Social Media, Data Analysis, Public Speaking, PowerPoint, Social Networking, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Start-ups, Entrepreneurship
Education
University of California, Berkeley 2013 — 2017
Bachelor's degree, Economics, Second Year
Bosco Lam's HSBC Experience July 2007 - August 2007
Job Cofounder at AlikeAudience #plugandplay
Industry Marketing and Advertising
Experience
AlikeAudience February 2015 - Present
Affashion 2013 - 2015
Societe Generale Corporate & Investment Banking September 2011 - 2013
Vios Asset Management January 2011 - May 2011
NETGEAR 2010 - 2010
Standard Chartered Bank July 2008 - August 2008
HSBC July 2007 - August 2007
Skills
Start-ups, Economics, Equity Derivatives, Sales, Entrepreneurship, Strategic Planning, Online Marketing, Programmatic Media..., Digital Marketing, Data Analysis, New Business Development, Marketing Strategy, E-commerce, Online Advertising, Business Development, Business Strategy
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Wah Yan College, Kowloon
AlikeAudience February 2015 - Present
Affashion 2013 - 2015
Societe Generale Corporate & Investment Banking September 2011 - 2013
Vios Asset Management January 2011 - May 2011
NETGEAR 2010 - 2010
Standard Chartered Bank July 2008 - August 2008
HSBC July 2007 - August 2007
Skills
Start-ups, Economics, Equity Derivatives, Sales, Entrepreneurship, Strategic Planning, Online Marketing, Programmatic Media..., Digital Marketing, Data Analysis, New Business Development, Marketing Strategy, E-commerce, Online Advertising, Business Development, Business Strategy
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
Wah Yan College, Kowloon
Maggie Zhao Maggie Zhao's HSBC Experience June 2013 - July 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - August 2014
HSBC June 2013 - July 2013
J.P. Morgan July 2012 - August 2012
Skills
Research, Financial Analysis, Data Analysis, Public Speaking, Financial Modeling, Teamwork, Investment Banking, Trading, Market Research, Entrepreneurship, Corporate Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics, Minor in Music
Goldman Sachs June 2014 - August 2014
HSBC June 2013 - July 2013
J.P. Morgan July 2012 - August 2012
Skills
Research, Financial Analysis, Data Analysis, Public Speaking, Financial Modeling, Teamwork, Investment Banking, Trading, Market Research, Entrepreneurship, Corporate Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics, Minor in Music
Arnold (Lok) Yeung's HSBC Experience July 2006 - August 2006
Job Solutions Engineer at Datameer
Industry Computer Software
Experience
Datameer April 2015 - Present
Claraview (Division of Teradata) July 2013 - April 2015
Business Intelligence 101, Inc December 2011 - April 2013
Business Intelligence 101, Inc March 2011 - December 2011
Berkeley Connect November 2010 - March 2011
HSBC July 2006 - August 2006
Skills
CRM, Salesforce.com, Google Apps, Business Intelligence, SaaS, Project Management, Operations Management, Cloud Computing, Professional Services, Enterprise Software, Cloud Consulting, Data Analytics
Education
University of California, Berkeley
B.S., Mechanical Engineering
Datameer April 2015 - Present
Claraview (Division of Teradata) July 2013 - April 2015
Business Intelligence 101, Inc December 2011 - April 2013
Business Intelligence 101, Inc March 2011 - December 2011
Berkeley Connect November 2010 - March 2011
HSBC July 2006 - August 2006
Skills
CRM, Salesforce.com, Google Apps, Business Intelligence, SaaS, Project Management, Operations Management, Cloud Computing, Professional Services, Enterprise Software, Cloud Consulting, Data Analytics
Education
University of California, Berkeley
B.S., Mechanical Engineering
Robert Jarvis's HSBC Experience May 2007 - June 2014
Job Marketing Consultant Latin America at Lombard International Assurance S.A.
Industry Insurance
Experience
Lombard International Assurance S.A. June 2014 - Present
HSBC May 2007 - June 2014
International Planning Group 2002 - 2007
Zurich Financial Services 1986 - 1997
Skills
Wealth Management, Insurance, Investments, Strategic Financial..., Risk Management
Education
University of Bristol 1975 — 1976
Lombard International Assurance S.A. June 2014 - Present
HSBC May 2007 - June 2014
International Planning Group 2002 - 2007
Zurich Financial Services 1986 - 1997
Skills
Wealth Management, Insurance, Investments, Strategic Financial..., Risk Management
Education
University of Bristol 1975 — 1976
Cory Mew's HSBC Experience January 2004 - September 2006
Job Finance Manager
Industry Pharmaceuticals
Experience
McKesson November 2013 - Present
URS Corporation September 2008 - November 2013
Cox Communications October 2006 - September 2008
HSBC January 2004 - September 2006
Investors Bank & Trust January 2000 - December 2003
Skills
Oracle, Hyperion Planning, Essbase, Microsoft Office 2010, Advent Geneva, Oracle Enterprise...
Education
University of California, Davis
BS, Managerial Economics
McKesson November 2013 - Present
URS Corporation September 2008 - November 2013
Cox Communications October 2006 - September 2008
HSBC January 2004 - September 2006
Investors Bank & Trust January 2000 - December 2003
Skills
Oracle, Hyperion Planning, Essbase, Microsoft Office 2010, Advent Geneva, Oracle Enterprise...
Education
University of California, Davis
BS, Managerial Economics
Jack Chao Jack Chao's HSBC Experience December 2014 - Present
Job Mortgage Associate at HSBC
Industry Financial Services
Experience
HSBC December 2014 - Present
Bank of America August 2014 - December 2014
Union Bank July 2013 - August 2014
HomeBridge Financial Services, Inc. 2011 - 2013
Wells Fargo 2009 - 2011
Skills
Mortgage Lending, Residential Mortgages, Investment Properties, Home Equity Loans, Mortgage Industry, Single Family Homes, Second Home, Loans, Refinance, FHA, Credit, Loan Origination, Mortgage Banking, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS)
HSBC December 2014 - Present
Bank of America August 2014 - December 2014
Union Bank July 2013 - August 2014
HomeBridge Financial Services, Inc. 2011 - 2013
Wells Fargo 2009 - 2011
Skills
Mortgage Lending, Residential Mortgages, Investment Properties, Home Equity Loans, Mortgage Industry, Single Family Homes, Second Home, Loans, Refinance, FHA, Credit, Loan Origination, Mortgage Banking, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS)
Léonor Chabannes Léonor Chabannes's HSBC Experience July 2013 - December 2013
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2014 - Present
HSBC July 2013 - December 2013
Université Paris 1 Panthéon-Sorbonne January 2013 - June 2013
DIAMANT BLEU GESTION October 2012 - May 2013
TeamStadia June 2012 - July 2012
Skills
R, Java, C++, Matlab, Machine Learning, Data Science, KDB+, Big Data, Econometrics, Time Series Analysis, Statistical Modeling, VBA, Probability Theory, Stochastic Calculus, Statistics, Quantitative Finance, Equity Derivatives, Monte Carlo Simulation, Structured Products, Econometric Modeling, Derivatives, Equities, Exotic Derivatives, Microeconomics, Macroeconomics
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master's degree, Financial Mathematics
ENSAE ParisTech 2011 — 2015
Lycée Charlemagne, Paris 2008 — 2011
MPSI-MP, Mathematics, Physics, Engineering
Lycée Schweitzer, Le Raincy 2007 — 2008
Baccalauréat S, Mention Très Bien - Félicitations du Jury
Morgan Stanley October 2014 - Present
HSBC July 2013 - December 2013
Université Paris 1 Panthéon-Sorbonne January 2013 - June 2013
DIAMANT BLEU GESTION October 2012 - May 2013
TeamStadia June 2012 - July 2012
Skills
R, Java, C++, Matlab, Machine Learning, Data Science, KDB+, Big Data, Econometrics, Time Series Analysis, Statistical Modeling, VBA, Probability Theory, Stochastic Calculus, Statistics, Quantitative Finance, Equity Derivatives, Monte Carlo Simulation, Structured Products, Econometric Modeling, Derivatives, Equities, Exotic Derivatives, Microeconomics, Macroeconomics
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master's degree, Financial Mathematics
ENSAE ParisTech 2011 — 2015
Lycée Charlemagne, Paris 2008 — 2011
MPSI-MP, Mathematics, Physics, Engineering
Lycée Schweitzer, Le Raincy 2007 — 2008
Baccalauréat S, Mention Très Bien - Félicitations du Jury
Xin Yi Shelley Zhang Xin Yi Shelley Zhang's HSBC Experience June 2013 - August 2013
Job Mergers & Acquisitions Enterprise Consultant
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
The MasterCard Foundation December 2014 - August 2015
Berkeley Women in Business December 2014 - May 2015
UC Berkeley September 2014 - February 2015
Robin des Bois June 2014 - July 2014
California Rural Legal Assistance, Inc. February 2014 - May 2014
HSBC June 2013 - August 2013
Skills
Project Management, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Management, Data Analysis, Photoshop, Leadership, Analysis, Strategic Planning
Education
UC Berkeley 2011 — 2015
Bachelor's Degree, Environmental Economics and Policy and French
Oracle June 2015 - Present
The MasterCard Foundation December 2014 - August 2015
Berkeley Women in Business December 2014 - May 2015
UC Berkeley September 2014 - February 2015
Robin des Bois June 2014 - July 2014
California Rural Legal Assistance, Inc. February 2014 - May 2014
HSBC June 2013 - August 2013
Skills
Project Management, Public Speaking, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Management, Data Analysis, Photoshop, Leadership, Analysis, Strategic Planning
Education
UC Berkeley 2011 — 2015
Bachelor's Degree, Environmental Economics and Policy and French
Walter Menezes Walter Menezes's HSBC Experience November 1996 - March 2009
Job Principal at Menezes and Associates
Industry Banking
Experience
Menezes and Associates April 2009 - Present
HSBC November 1996 - March 2009
HSBC Card Services 1996 - 2009
HSBC Card and Retail Services 2006 - 2008
Wells Fargo September 1976 - May 1994
Crocker Bank 1976 - 1986
Skills
Credit Cards, Credit Risk, Financial Services, Retail Banking, Financial Risk, Banking, Portfolio Management, Risk Management, Credit, Financial Modeling, Finance, Strategy, Business Strategy, Analytics, Management Consulting, Credit Analysis, Payments, Commercial Banking, Consumer Lending, Fraud, Leadership, Mortgage Lending, Strategic Financial..., Loans, Relationship Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Operational Risk
Education
University of California, Berkeley 1974 — 1976
MBA, Finance
St. Xaviers High School, Bombay 1954 — 1961
Menezes and Associates April 2009 - Present
HSBC November 1996 - March 2009
HSBC Card Services 1996 - 2009
HSBC Card and Retail Services 2006 - 2008
Wells Fargo September 1976 - May 1994
Crocker Bank 1976 - 1986
Skills
Credit Cards, Credit Risk, Financial Services, Retail Banking, Financial Risk, Banking, Portfolio Management, Risk Management, Credit, Financial Modeling, Finance, Strategy, Business Strategy, Analytics, Management Consulting, Credit Analysis, Payments, Commercial Banking, Consumer Lending, Fraud, Leadership, Mortgage Lending, Strategic Financial..., Loans, Relationship Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Operational Risk
Education
University of California, Berkeley 1974 — 1976
MBA, Finance
St. Xaviers High School, Bombay 1954 — 1961
Anna M. Li's HSBC Experience June 2010 - August 2010
Job Research Analyst at Aetos Capital
Industry Investment Management
Experience
Aetos Capital August 2012 - Present
Hall Capital Partners LLC June 2011 - August 2011
HSBC June 2010 - August 2010
China Securities Regulatory Commission May 2009 - July 2009
Skills
Financial Modeling, Bloomberg, Microsoft Office, Photoshop, VBA, Economics, Financial Analysis, Capital IQ, Windows Movie Maker, Corporate Finance, Mandarin, Market Research, Excel, PowerPoint, Word, Music, Final Cut Pro, Cinematography, DVX 100B, Hedge Funds, Alternative Investments, Alternative Investment..., Long/Short Equity, SQL, Fund Of Funds, Investment Management, Equities, Capital Markets, Institutional..., Financial Markets, Financial Services
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration and Economics
Aetos Capital August 2012 - Present
Hall Capital Partners LLC June 2011 - August 2011
HSBC June 2010 - August 2010
China Securities Regulatory Commission May 2009 - July 2009
Skills
Financial Modeling, Bloomberg, Microsoft Office, Photoshop, VBA, Economics, Financial Analysis, Capital IQ, Windows Movie Maker, Corporate Finance, Mandarin, Market Research, Excel, PowerPoint, Word, Music, Final Cut Pro, Cinematography, DVX 100B, Hedge Funds, Alternative Investments, Alternative Investment..., Long/Short Equity, SQL, Fund Of Funds, Investment Management, Equities, Capital Markets, Institutional..., Financial Markets, Financial Services
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration and Economics
Eriberto Cervantes Eriberto Cervantes's HSBC Experience July 2013 - April 2014
Job Corporate Development | Level 3 Communications
Industry Information Technology and Services
Experience
Level 3 Communications, LLC May 2014 - Present
HSBC July 2013 - April 2014
Merrill Lynch July 2011 - June 2013
Bank Of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Asset Management, Mergers & Acquisitions, Analysis, DCF, Financial Modeling, Valuation, Mergers, Finance, LBO, Capital IQ, Series 63, Bloomberg, Due Diligence, IPO
Education
University of California, Berkeley 2009 — 2010
Bachelor of Arts (BA), Economics
Level 3 Communications, LLC May 2014 - Present
HSBC July 2013 - April 2014
Merrill Lynch July 2011 - June 2013
Bank Of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Asset Management, Mergers & Acquisitions, Analysis, DCF, Financial Modeling, Valuation, Mergers, Finance, LBO, Capital IQ, Series 63, Bloomberg, Due Diligence, IPO
Education
University of California, Berkeley 2009 — 2010
Bachelor of Arts (BA), Economics
Paul Yang Bosco Paul Yang Bosco's HSBC Experience July 2011 - August 2011
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Veritas Investments Inc June 2014 - August 2014
HSBC July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking
Education
UC Berkeley 2010 — 2015
Bachelor of Arts (B.A.), Sociology and Consumer Behaviour
Veritas Investments Inc June 2014 - August 2014
HSBC July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking
Education
UC Berkeley 2010 — 2015
Bachelor of Arts (B.A.), Sociology and Consumer Behaviour
Adam Shorn Adam Shorn's HSBC Experience May 2013 - Present
Job FX Trader at HSBC
Industry Financial Services
Experience
HSBC May 2013 - Present
HSBC February 2013 - May 2013
HSBC September 2012 - February 2013
Skills
Investments, Investment Banking, Fixed Income, Bloomberg, Equities, Financial Analysis, Hedge Funds, Trading, Financial Markets, Derivatives, Foreign Exchange
Education
The University of Birmingham 2009 — 2012
Economics BSc, 2:1
HSBC May 2013 - Present
HSBC February 2013 - May 2013
HSBC September 2012 - February 2013
Skills
Investments, Investment Banking, Fixed Income, Bloomberg, Equities, Financial Analysis, Hedge Funds, Trading, Financial Markets, Derivatives, Foreign Exchange
Education
The University of Birmingham 2009 — 2012
Economics BSc, 2:1
Alejandra Albarracin's HSBC Experience September 2000 - June 2003
Job Risk ManagementCompliance
Industry Financial Services
Experience
PayPal July 2015 - Present
eBay Inc May 2013 - Present
PayPal May 2013 - Present
Citibank 2008 - May 2013
Citibank 2008 - April 2013
Citibank September 2007 - April 2008
Citibank January 2006 - September 2007
HSBC September 2000 - June 2003
University of Buenos Aires March 1992 - December 2001
Citibank August 1997 - September 2000
Skills
Consultant Coordination, Business Analysis, Collateral Management, Risk Management, Risk Control, Counterparty Risk, Banking, Real Estate, Code Compliance, Credit, Loans, Analysis, Compliance, Due Diligence, Change Management, Policy, Asset Management, Business Strategy, Planning, Valuation, Risk, Dispositions, Short Sales, Integration, Foreclosures, Insurance, Private Equity, Investment Properties, Portfolio Management, Residential, Retail, Process Improvement, Financial Analysis, Requirements Analysis, Competitive Analysis, Mergers, Internal Controls, Mortgage, Credit Risk, Operational Risk, Retail Banking, Credit Analysis, Commercial Banking, Risk Analysis, Wealth Management, Operational Risk..., Internal Audit, Risk Mitigation, Basel II, Management Consulting
Education
MBA-ABA 2010 — 2015
Banking
Licensing 2005 — 2012
Financial Licenses
Universidad de Buenos Aires 1991 — 1993
Bachelor of Architecture (B.Arch.)
Universidad de Buenos Aires 1985 — 1992
BA
. 1970 — 1985
Volunteering HOC-FSS & IDBFA
Mentor
PayPal July 2015 - Present
eBay Inc May 2013 - Present
PayPal May 2013 - Present
Citibank 2008 - May 2013
Citibank 2008 - April 2013
Citibank September 2007 - April 2008
Citibank January 2006 - September 2007
HSBC September 2000 - June 2003
University of Buenos Aires March 1992 - December 2001
Citibank August 1997 - September 2000
Skills
Consultant Coordination, Business Analysis, Collateral Management, Risk Management, Risk Control, Counterparty Risk, Banking, Real Estate, Code Compliance, Credit, Loans, Analysis, Compliance, Due Diligence, Change Management, Policy, Asset Management, Business Strategy, Planning, Valuation, Risk, Dispositions, Short Sales, Integration, Foreclosures, Insurance, Private Equity, Investment Properties, Portfolio Management, Residential, Retail, Process Improvement, Financial Analysis, Requirements Analysis, Competitive Analysis, Mergers, Internal Controls, Mortgage, Credit Risk, Operational Risk, Retail Banking, Credit Analysis, Commercial Banking, Risk Analysis, Wealth Management, Operational Risk..., Internal Audit, Risk Mitigation, Basel II, Management Consulting
Education
MBA-ABA 2010 — 2015
Banking
Licensing 2005 — 2012
Financial Licenses
Universidad de Buenos Aires 1991 — 1993
Bachelor of Architecture (B.Arch.)
Universidad de Buenos Aires 1985 — 1992
BA
. 1970 — 1985
Volunteering HOC-FSS & IDBFA
Mentor
Veronica (Yang) Peng Veronica (Yang) Peng's HSBC Experience June 2012 - August 2012
Job Applied Math & Econ Student at UC Berkeley
Industry Financial Services
Experience
LUX App June 2015 - Present
Beijing Tv Station (BTV) June 2014 - August 2014
CITIC Securities June 2013 - August 2013
HSBC June 2012 - August 2012
HYSTA (Hua Yuan Science and Technology Association) 2012 - 2012
LDi China December 2010 - January 2011
Ableright International Limited July 2010 - August 2010
Skills
Research, Data Analysis, Social Media Marketing, Corporate Finance, Leadership, Product Design, Photography, Photoshop, Microsoft Office, Python, Statistics, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Marketing, Financial Analysis, Economics, Teamwork, Analysis
Education
University of California, Berkeley
Bachelor’s Degree, Applied Mathematics and Economics
Delaware County Christian School 2007 — 2010
LUX App June 2015 - Present
Beijing Tv Station (BTV) June 2014 - August 2014
CITIC Securities June 2013 - August 2013
HSBC June 2012 - August 2012
HYSTA (Hua Yuan Science and Technology Association) 2012 - 2012
LDi China December 2010 - January 2011
Ableright International Limited July 2010 - August 2010
Skills
Research, Data Analysis, Social Media Marketing, Corporate Finance, Leadership, Product Design, Photography, Photoshop, Microsoft Office, Python, Statistics, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Marketing, Financial Analysis, Economics, Teamwork, Analysis
Education
University of California, Berkeley
Bachelor’s Degree, Applied Mathematics and Economics
Delaware County Christian School 2007 — 2010
Hiu Leung (Alan) Ngan Hiu Leung (Alan) Ngan's HSBC Experience June 2014 - August 2014
Job Student at Walter A. Haas School of Business
Industry Banking
Experience
Houlihan Lokey June 2015 - August 2015
TRI Commercial / CORFAC International October 2014 - May 2015
Silicon Valley Real Equity LLC October 2014 - May 2015
HSBC June 2014 - August 2014
Gerson Bakar & Associates July 2013 - January 2014
The Daily Californian February 2013 - May 2013
San Francisco Green Film Festival December 2012 - January 2013
Skills
Microsoft Excel, Real Estate Economics, Real Estate Transactions, Financial Modeling, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
University of California, Berkeley 2012 — 2016
Houlihan Lokey June 2015 - August 2015
TRI Commercial / CORFAC International October 2014 - May 2015
Silicon Valley Real Equity LLC October 2014 - May 2015
HSBC June 2014 - August 2014
Gerson Bakar & Associates July 2013 - January 2014
The Daily Californian February 2013 - May 2013
San Francisco Green Film Festival December 2012 - January 2013
Skills
Microsoft Excel, Real Estate Economics, Real Estate Transactions, Financial Modeling, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
University of California, Berkeley 2012 — 2016
Sylvia Cowley (Lin)'s HSBC Experience July 2002 - September 2004
Job Vice President ICSS Lending Analysis & Yield Management at American Express
Industry Financial Services
Experience
American Express April 2012 - Present
American Express December 2009 - April 2012
American Express April 2008 - April 2010
American Express April 2007 - April 2008
American Express February 2006 - April 2007
American Express October 2004 - February 2006
HSBC July 2002 - September 2004
Skills
Credit Cards, Risk, Risk Management, Underwriting, Strategy, Finance, Credit Risk, Portfolio Management, Credit, SAS programming, Credit Analysis, Analytics, SAS, Financial Analysis
Education
University of California, Los Angeles - Fielding School of Public Health 2000 — 2002
M.S.
University of California, Los Angeles 1996 — 2000
B.S.
American Express April 2012 - Present
American Express December 2009 - April 2012
American Express April 2008 - April 2010
American Express April 2007 - April 2008
American Express February 2006 - April 2007
American Express October 2004 - February 2006
HSBC July 2002 - September 2004
Skills
Credit Cards, Risk, Risk Management, Underwriting, Strategy, Finance, Credit Risk, Portfolio Management, Credit, SAS programming, Credit Analysis, Analytics, SAS, Financial Analysis
Education
University of California, Los Angeles - Fielding School of Public Health 2000 — 2002
M.S.
University of California, Los Angeles 1996 — 2000
B.S.
Diego Erdody's HSBC Experience September 2006 - May 2007
Job
Industry Computer Software
Experience
Medallia Inc. June 2007 - Present
HSBC September 2006 - May 2007
Globant May 2005 - July 2006
Agentis November 2004 - January 2005
IBM November 2003 - November 2004
DMR October 2002 - November 2003
Wondersoft January 2001 - September 2002
Skills
Spring, Java Enterprise Edition, Java, DB2, WSAD, AOP, AspectJ, Hibernate, Agile Methodologies, Tomcat, JUnit, Maven, Distributed Systems, Spring Framework
Education
University of Buenos Aires 1998 — 2007
IT Engineer, Distributed Systems
Colegio Nacional de Buenos Aires 1992 — 1997
Bachiller, Ciencias Exactas y Tecnología
Medallia Inc. June 2007 - Present
HSBC September 2006 - May 2007
Globant May 2005 - July 2006
Agentis November 2004 - January 2005
IBM November 2003 - November 2004
DMR October 2002 - November 2003
Wondersoft January 2001 - September 2002
Skills
Spring, Java Enterprise Edition, Java, DB2, WSAD, AOP, AspectJ, Hibernate, Agile Methodologies, Tomcat, JUnit, Maven, Distributed Systems, Spring Framework
Education
University of Buenos Aires 1998 — 2007
IT Engineer, Distributed Systems
Colegio Nacional de Buenos Aires 1992 — 1997
Bachiller, Ciencias Exactas y Tecnología
Philip Kim's HSBC Experience April 2006 - March 2009
Job Senior Vice President, Consumer Lending at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. 2015 - Present
Santander Consumer USA Inc. 2014 - 2015
Santander Consumer USA Inc. 2013 - 2014
Think Finance 2012 - 2013
Experian July 2010 - April 2012
Leadfoottraffic.com July 2009 - July 2010
HSBC April 2006 - March 2009
HSBC March 2004 - April 2006
Atlantis Capital Group February 2002 - June 2003
Linksys July 2001 - February 2002
Skills
Analytics, Product Management, Competitive Analysis, Financial Services, Business Analysis, Cross-functional Team..., Lead Generation, Customer Acquisition, Business Strategy, Market Research, Segmentation, Business Development, Financial Modeling, Vendor Management, Market Analysis, Strategic Partnerships, Relationship Management, Strategy, Entrepreneurship, Marketing
Education
University of California, Berkeley
BA
Santander Consumer USA Inc. 2015 - Present
Santander Consumer USA Inc. 2014 - 2015
Santander Consumer USA Inc. 2013 - 2014
Think Finance 2012 - 2013
Experian July 2010 - April 2012
Leadfoottraffic.com July 2009 - July 2010
HSBC April 2006 - March 2009
HSBC March 2004 - April 2006
Atlantis Capital Group February 2002 - June 2003
Linksys July 2001 - February 2002
Skills
Analytics, Product Management, Competitive Analysis, Financial Services, Business Analysis, Cross-functional Team..., Lead Generation, Customer Acquisition, Business Strategy, Market Research, Segmentation, Business Development, Financial Modeling, Vendor Management, Market Analysis, Strategic Partnerships, Relationship Management, Strategy, Entrepreneurship, Marketing
Education
University of California, Berkeley
BA
Bryan Hidalgo's HSBC Experience May 2010 - October 2011
Job Vice President, Operations at Lending Club
Industry Financial Services
Experience
Lending Club February 2014 - Present
Progreso Financiero June 2013 - January 2014
Visa March 2012 - May 2013
HSBC May 2010 - October 2011
HSBC January 2004 - May 2010
HSBC January 2002 - January 2004
NextCard August 1998 - January 2002
First Data Corporation October 1995 - August 1998
Skills
Product Management, Credit Cards, Strategy, Analytics, CRM, Start-ups, Management, Strategic Planning, Segmentation, Banking, Cross-functional Team..., Business Strategy, Business Analysis, Risk Management, Program Management, Vendor Management, Product Development, Marketing, Team Building, Leadership, Contract Negotiation, Financial Services, Strategic Partnerships, Business Development, Product Marketing, Competitive Analysis, Relationship Management, Executive Management, Customer Acquisition, Portfolio Management, Direct Marketing, E-commerce, P&L Management, Mobile Payments, Payments, Customer Experience, Debit Cards, Credit, Electronic Payments, Market Research, Multi-channel Marketing
Education
University of California, Davis 1991 — 1995
2 BA, International Relations and Spanish
Lending Club February 2014 - Present
Progreso Financiero June 2013 - January 2014
Visa March 2012 - May 2013
HSBC May 2010 - October 2011
HSBC January 2004 - May 2010
HSBC January 2002 - January 2004
NextCard August 1998 - January 2002
First Data Corporation October 1995 - August 1998
Skills
Product Management, Credit Cards, Strategy, Analytics, CRM, Start-ups, Management, Strategic Planning, Segmentation, Banking, Cross-functional Team..., Business Strategy, Business Analysis, Risk Management, Program Management, Vendor Management, Product Development, Marketing, Team Building, Leadership, Contract Negotiation, Financial Services, Strategic Partnerships, Business Development, Product Marketing, Competitive Analysis, Relationship Management, Executive Management, Customer Acquisition, Portfolio Management, Direct Marketing, E-commerce, P&L Management, Mobile Payments, Payments, Customer Experience, Debit Cards, Credit, Electronic Payments, Market Research, Multi-channel Marketing
Education
University of California, Davis 1991 — 1995
2 BA, International Relations and Spanish
Ari Potash, CFA's HSBC Experience February 2002 - Present
Job Director, Planning & Finance, HSBC Technology & Services North America
Industry Financial Services
Experience
HSBC February 2002 - Present
Household 2002 - 2003
United Internet Technologies May 2000 - January 2002
Countrywide Financial Corporation September 1999 - May 2000
Sony Electronics 1998 - 1998
Skills
Chartered Financial..., Valuation, Corporate Finance, Portfolio Management, Financial Modeling, Finance, Financial Analysis, Risk Management, Asset Management, Accounting, Banking, Business Analysis, Credit, Financial Reporting, Process Improvement, Strategic Financial..., Capital Markets, Investments, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of California, Santa Cruz 1988 — 1992
BA, Biology
La Jolla High School
HSBC February 2002 - Present
Household 2002 - 2003
United Internet Technologies May 2000 - January 2002
Countrywide Financial Corporation September 1999 - May 2000
Sony Electronics 1998 - 1998
Skills
Chartered Financial..., Valuation, Corporate Finance, Portfolio Management, Financial Modeling, Finance, Financial Analysis, Risk Management, Asset Management, Accounting, Banking, Business Analysis, Credit, Financial Reporting, Process Improvement, Strategic Financial..., Capital Markets, Investments, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of California, Santa Cruz 1988 — 1992
BA, Biology
La Jolla High School
Lucy Norwood's HSBC Experience January 2009 - January 2011
Job Senior Profitability Analyst, VP at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2012 - Present
Capital One January 2011 - August 2012
HSBC January 2009 - January 2011
HSBC July 2006 - January 2009
FileNet September 2004 - July 2006
Institute for Pure and Applied Mathematics May 2004 - August 2004
Skills
SAS, SQL, MVS/TSO, JCL, C/C++, Java, Perl, VB, Macintosh, Unix, Windows, Managing Onshore Teams,..., OLAP, Databases, Program Management, SQL, Unix, Analysis, Analytics, Business Analysis, Business Intelligence, Data Analysis, Portfolio Management, SAS
Education
University of California, Irvine 2004 — 2006
Master's degree, Information and Computer Sciences
University of California, Los Angeles 1999 — 2003
Bachelor's degree, Applied Mathematics
Bank of the West July 2012 - Present
Capital One January 2011 - August 2012
HSBC January 2009 - January 2011
HSBC July 2006 - January 2009
FileNet September 2004 - July 2006
Institute for Pure and Applied Mathematics May 2004 - August 2004
Skills
SAS, SQL, MVS/TSO, JCL, C/C++, Java, Perl, VB, Macintosh, Unix, Windows, Managing Onshore Teams,..., OLAP, Databases, Program Management, SQL, Unix, Analysis, Analytics, Business Analysis, Business Intelligence, Data Analysis, Portfolio Management, SAS
Education
University of California, Irvine 2004 — 2006
Master's degree, Information and Computer Sciences
University of California, Los Angeles 1999 — 2003
Bachelor's degree, Applied Mathematics
Joydeb Das's HSBC Experience May 2012 - Present
Job Manager at HSBC
Industry Banking
Experience
HSBC May 2012 - Present
HSBC February 2011 - May 2012
HSBC September 2010 - February 2011
HSBC November 2007 - September 2010
Mu Sigma August 2005 - November 2007
Skills
Basel II, Risk Analytics, Logistic Regression, SAS/SQL, Predictive Modeling, Cluster Analysis, Statistical Modeling, SAS, Time Series Analysis, Regression, Retail, Credit Cards, Credit Risk, Predictive Analytics, VBA, Segmentation, Econometrics, Statistics, CHAID, Factor Analysis, Linear Regression, Forecasting, Modeling, SAS programming, Decision Trees, Customer Analysis, Analytics, Marketing Analytics, SAS Programming
Education
University of Calcutta 2003 — 2005
M.Sc., statistics
HSBC May 2012 - Present
HSBC February 2011 - May 2012
HSBC September 2010 - February 2011
HSBC November 2007 - September 2010
Mu Sigma August 2005 - November 2007
Skills
Basel II, Risk Analytics, Logistic Regression, SAS/SQL, Predictive Modeling, Cluster Analysis, Statistical Modeling, SAS, Time Series Analysis, Regression, Retail, Credit Cards, Credit Risk, Predictive Analytics, VBA, Segmentation, Econometrics, Statistics, CHAID, Factor Analysis, Linear Regression, Forecasting, Modeling, SAS programming, Decision Trees, Customer Analysis, Analytics, Marketing Analytics, SAS Programming
Education
University of Calcutta 2003 — 2005
M.Sc., statistics
Philippe Kouassi, ESQ., CAMS's HSBC Experience May 2012 - December 2012
Job AML/KYC Consultant
Industry Financial Services
Experience
HSBC May 2012 - December 2012
Sullivan & Cromwell LLP February 2008 - October 2011
Skills
Litigation, Legal Research, Legal Writing, Westlaw, Litigation Support, Civil Litigation, Commercial Litigation, Courts, Lexis, Corporate Law, Legal Assistance, Criminal Law, Legal Issues, Mediation, KYC, OFAC, AML, Anti Money Laundering
Education
University of Baltimore School of Law 2001 — 2004
University of California, Riverside 1994 — 1999
Bachelor's degree, Political Science and Government
HSBC May 2012 - December 2012
Sullivan & Cromwell LLP February 2008 - October 2011
Skills
Litigation, Legal Research, Legal Writing, Westlaw, Litigation Support, Civil Litigation, Commercial Litigation, Courts, Lexis, Corporate Law, Legal Assistance, Criminal Law, Legal Issues, Mediation, KYC, OFAC, AML, Anti Money Laundering
Education
University of Baltimore School of Law 2001 — 2004
University of California, Riverside 1994 — 1999
Bachelor's degree, Political Science and Government
Toby King's HSBC Experience October 2006 - November 2009
Job Software Development Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 2010 - Present
BMO Financial Group November 2009 - August 2010
HSBC October 2006 - November 2009
Commerzbank 2001 - 2006
ADP Wilco 1996 - 2001
Skills
Derivatives, Risk Management, Investment Banking, Capital Markets, Vendor Management, Equities, Integration, Strategy, Financial Services, Banking, Management, Software Development, Trading Systems, Back Office, Software Project..., Unix, Equity Derivatives, Fixed Income, SDLC, Interest Rate..., Market Data, Calypso
Education
University of Bristol 1990 — 1993
Bachelor of Science (BSc), Physics
SS&C Technologies August 2010 - Present
BMO Financial Group November 2009 - August 2010
HSBC October 2006 - November 2009
Commerzbank 2001 - 2006
ADP Wilco 1996 - 2001
Skills
Derivatives, Risk Management, Investment Banking, Capital Markets, Vendor Management, Equities, Integration, Strategy, Financial Services, Banking, Management, Software Development, Trading Systems, Back Office, Software Project..., Unix, Equity Derivatives, Fixed Income, SDLC, Interest Rate..., Market Data, Calypso
Education
University of Bristol 1990 — 1993
Bachelor of Science (BSc), Physics
Ki-Up Kwon's HSBC Experience June 2004 - June 2006
Job Assistant Manager at AIG
Industry Financial Services
Experience
Deloitte & Touche September 2008 - April 2014
CalPERS June 2007 - August 2007
HSBC June 2004 - June 2006
HSBC May 2000 - June 2004
Skills
Due Diligence, Sarbanes-Oxley Act, US GAAP, Valuation, Corporate Finance, SEC filings, Internal Controls, Enterprise Risk..., External Audit, Financial Reporting, Analysis, Auditing, Finance, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA, Finance, General
Yonsei University 1994 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Deloitte & Touche September 2008 - April 2014
CalPERS June 2007 - August 2007
HSBC June 2004 - June 2006
HSBC May 2000 - June 2004
Skills
Due Diligence, Sarbanes-Oxley Act, US GAAP, Valuation, Corporate Finance, SEC filings, Internal Controls, Enterprise Risk..., External Audit, Financial Reporting, Analysis, Auditing, Finance, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA, Finance, General
Yonsei University 1994 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Steven Wrathall's HSBC Experience Loan OfficerHSBC2007 - Present
Job Loan Consultant at HSBC
Industry Financial Services
Experience
HSBC Loan OfficerHSBC2007 - Present
Education
University of California, Irvine 1998 — 2002
HSBC Loan OfficerHSBC2007 - Present
Education
University of California, Irvine 1998 — 2002
Bradley Chatman's HSBC Experience December 2004 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
HSBC December 2004 - December 2007
HSBC October 2002 - December 2004
Kirlin Securities February 2001 - July 2001
Pasta Pomodoro July 1997 - December 1997
Education
University of California, Berkeley 1997 — 2002
HSBC December 2004 - December 2007
HSBC October 2002 - December 2004
Kirlin Securities February 2001 - July 2001
Pasta Pomodoro July 1997 - December 1997
Education
University of California, Berkeley 1997 — 2002
Alan Mah's HSBC Experience September 1987 - November 2007
Job Systems Programmer Analyst at County of Monterey
Industry Information Technology and Services
Experience
County of Monterey February 2008 - Present
HSBC September 1987 - November 2007
Skills
Customer Service, Microsoft Office
Education
University of California, Berkeley 1983 — 1985
County of Monterey February 2008 - Present
HSBC September 1987 - November 2007
Skills
Customer Service, Microsoft Office
Education
University of California, Berkeley 1983 — 1985
Alexandra Kotlyar's HSBC Experience January 2004 - June 2005
Job SVP, Credit Risk Management at Bank of America
Industry Banking
Experience
Bank of America July 2008 - Present
Countrywide Bank June 2005 - June 2008
HSBC January 2004 - June 2005
Education
University of California, Berkeley 1999 — 2003
BA, Applied Mathematics
Bank of America July 2008 - Present
Countrywide Bank June 2005 - June 2008
HSBC January 2004 - June 2005
Education
University of California, Berkeley 1999 — 2003
BA, Applied Mathematics
Jean Frammolino's HSBC Experience 2006 - Present
Job VP Relationship Manager at HSBC Bank
Industry Banking
Experience
HSBC Bank VP Relationship ManagerHSBC Bank USA, N.A.2006 - Present
HSBC 2006 - Present
CITIBANK LOS ANGELES May 2004 - August 2006
Education
University of California, Berkeley 1990 — 1992
HSBC Bank VP Relationship ManagerHSBC Bank USA, N.A.2006 - Present
HSBC 2006 - Present
CITIBANK LOS ANGELES May 2004 - August 2006
Education
University of California, Berkeley 1990 — 1992
Mary D'Mello's HSBC Experience 1991 - 2002
Job Admin Asst at Citi
Industry Banking
Tanya Dyke's HSBC Experience February 2015 - Present
Job SVP Regional Head of Sales, Northeast US, Global Payments and Cash Management
Industry Banking
Experience
HSBC February 2015 - Present
HSBC 2012 - January 2015
Barclays Bank PLC June 2008 - September 2011
Merrill Lynch October 2006 - November 2007
Barclays Bank 2005 - 2006
Barclays Bank 2005 - 2005
Barclays Bank PLC 2004 - 2005
AkzoNobel June 2002 - September 2002
Nuffield Bursary - Young Scientist Project June 1998 - July 1998
Skills
Leveraged Finance, Credit, Corporate Finance, Banking, Mergers, Commercial Banking, New Business Development, Account Management, Business Planning, Finance, Portfolio Management, Structured Finance
Education
University of Birmingham 2000 — 2003
Natural Sciences, Biochemistry
HSBC February 2015 - Present
HSBC 2012 - January 2015
Barclays Bank PLC June 2008 - September 2011
Merrill Lynch October 2006 - November 2007
Barclays Bank 2005 - 2006
Barclays Bank 2005 - 2005
Barclays Bank PLC 2004 - 2005
AkzoNobel June 2002 - September 2002
Nuffield Bursary - Young Scientist Project June 1998 - July 1998
Skills
Leveraged Finance, Credit, Corporate Finance, Banking, Mergers, Commercial Banking, New Business Development, Account Management, Business Planning, Finance, Portfolio Management, Structured Finance
Education
University of Birmingham 2000 — 2003
Natural Sciences, Biochemistry
Archana Prasad's HSBC Experience July 2004 - October 2007
Job Director Product Management at Visa
Industry Information Technology and Services
Experience
Visa August 2013 - Present
Silicon Valley Bank August 2012 - August 2013
Silicon Valley Bank September 2010 - August 2013
Capital One November 2008 - October 2010
eBay October 2007 - October 2008
HSBC July 2004 - October 2007
Skills
Product Management, Cross-functional Team..., Financial Services, Team Management, Process Improvement, Business Intelligence, Data Warehousing, Data Analysis, SDLC, Management, Business Analytics, Agile Methodologies, Agile Project Management, SaaS, ETL, Analysis, Banking, Business Analysis, Trade Finance, Credit Risk, Marketing Analytics, Problem Solving, Financial Modeling, Business Strategy, Scrum, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
Delhi Public School, Bokaro
National Institute of Technology, Jamshedpur
B.E.
Visa August 2013 - Present
Silicon Valley Bank August 2012 - August 2013
Silicon Valley Bank September 2010 - August 2013
Capital One November 2008 - October 2010
eBay October 2007 - October 2008
HSBC July 2004 - October 2007
Skills
Product Management, Cross-functional Team..., Financial Services, Team Management, Process Improvement, Business Intelligence, Data Warehousing, Data Analysis, SDLC, Management, Business Analytics, Agile Methodologies, Agile Project Management, SaaS, ETL, Analysis, Banking, Business Analysis, Trade Finance, Credit Risk, Marketing Analytics, Problem Solving, Financial Modeling, Business Strategy, Scrum, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
Delhi Public School, Bokaro
National Institute of Technology, Jamshedpur
B.E.
Kelley Sivertson's HSBC Experience 2009 - 2012
Job Marketing, Finance and Project Management
Industry Banking
Experience
Univeristy of California Cooperative Extension Monterey County November 2014 - Present
Capital One 2012 - 2013
HSBC 2009 - 2012
HSBC 2008 - 2009
HSBC Card Services 2006 - 2008
River Ranch Fresh Foods 2004 - 2006
California Department of Food and Agriculture 2003 - 2004
Education
University of California, Davis 1999 — 2003
Univeristy of California Cooperative Extension Monterey County November 2014 - Present
Capital One 2012 - 2013
HSBC 2009 - 2012
HSBC 2008 - 2009
HSBC Card Services 2006 - 2008
River Ranch Fresh Foods 2004 - 2006
California Department of Food and Agriculture 2003 - 2004
Education
University of California, Davis 1999 — 2003
Sharon Hsu's HSBC Experience October 2007 - June 2008
Job Oracle Database Administrator at Brooks Brothers
Industry Information Technology and Services
Experience
Brooks Brothers July 2013 - Present
Eastman Kodak February 2011 - June 2013
Infoserve Techologies Institute August 2009 - December 2009
HSBC October 2007 - June 2008
University of Bridgeport September 2005 - December 2006
Advanced Semiconductor Engineering May 2000 - February 2005
Skills
Database Administration, Database Management, Database Design, RMAN, ASM, Oracle RAC, Import/Export, SQL*Plus, PL/SQL, Stored Procedures, Visual Basic, Business Intelligence, Database Admin, Oracle, SQL, ETL, SDLC, Business Objects, Performance Tuning, Testing, Data Modeling, Databases
Education
University of Bridgeport 2005 — 2006
Master's degree, Technology Management
Yuan-Ze University 1996 — 2000
Bachelors Degree, Computer Science
Brooks Brothers July 2013 - Present
Eastman Kodak February 2011 - June 2013
Infoserve Techologies Institute August 2009 - December 2009
HSBC October 2007 - June 2008
University of Bridgeport September 2005 - December 2006
Advanced Semiconductor Engineering May 2000 - February 2005
Skills
Database Administration, Database Management, Database Design, RMAN, ASM, Oracle RAC, Import/Export, SQL*Plus, PL/SQL, Stored Procedures, Visual Basic, Business Intelligence, Database Admin, Oracle, SQL, ETL, SDLC, Business Objects, Performance Tuning, Testing, Data Modeling, Databases
Education
University of Bridgeport 2005 — 2006
Master's degree, Technology Management
Yuan-Ze University 1996 — 2000
Bachelors Degree, Computer Science
Sandy Cheung-Forigo's HSBC Experience April 2008 - Present
Job Senior Account Manager at HSBC
Industry Financial Services
Experience
HSBC April 2008 - Present
CIBC October 2005 - February 2008
HSBC Bank Canada June 1999 - November 2005
Skills
Credit, Cash Management, Trade Finance, International Finance, Commercial Banking, Banking, Credit Risk, Corporate Finance, Financial Analysis, Business Strategy, Portfolio Management
Education
University of Calgary 2007 — 2009
MBA
DGS
HSBC April 2008 - Present
CIBC October 2005 - February 2008
HSBC Bank Canada June 1999 - November 2005
Skills
Credit, Cash Management, Trade Finance, International Finance, Commercial Banking, Banking, Credit Risk, Corporate Finance, Financial Analysis, Business Strategy, Portfolio Management
Education
University of Calgary 2007 — 2009
MBA
DGS
Shruti Kala's HSBC Experience 2003 - 2006
Job Product Marketing Leader
Industry Marketing and Advertising
Experience
Saba Cloud 2012 - Present
Microsoft 2008 - 2011
Piraeus Data 2007 - 2008
HSBC 2003 - 2006
Skills
Online Marketing, Marketing Strategy, Social Marketing, SEO, SEM, Product Marketing, Sales Enablement, Messaging, Product Launch, Demand Generation, Webinars, Trade Shows, Experienced Speaker, Partnership Marketing, Cloud Computing, Mobile Marketing, Marketing, Strategic Partnerships, Analytics, Cross-functional Team..., Product Management, New Business Development, Account Management, Business Development, Management, B2B Marketing, Lead Generation, Social Media, Competitive Analysis
Education
University of California, Berkeley 2011 — 2012
Strategic Online Marketing, Online Marketing
K. J. Somaiya Institute of Management Studies 1999 — 2001
M.B.A., Marketing and Finance
Delhi University, Delhi 1996 — 1999
Bachelor of Commerce (Honors), Economics
Saba Cloud 2012 - Present
Microsoft 2008 - 2011
Piraeus Data 2007 - 2008
HSBC 2003 - 2006
Skills
Online Marketing, Marketing Strategy, Social Marketing, SEO, SEM, Product Marketing, Sales Enablement, Messaging, Product Launch, Demand Generation, Webinars, Trade Shows, Experienced Speaker, Partnership Marketing, Cloud Computing, Mobile Marketing, Marketing, Strategic Partnerships, Analytics, Cross-functional Team..., Product Management, New Business Development, Account Management, Business Development, Management, B2B Marketing, Lead Generation, Social Media, Competitive Analysis
Education
University of California, Berkeley 2011 — 2012
Strategic Online Marketing, Online Marketing
K. J. Somaiya Institute of Management Studies 1999 — 2001
M.B.A., Marketing and Finance
Delhi University, Delhi 1996 — 1999
Bachelor of Commerce (Honors), Economics
Samara Marney's HSBC Experience September 2006 - April 2010
Job CEO Marney Household
Industry Executive Office
Experience
Marney Household 2015 - Present
GoInterpay June 2013 - January 2014
Calforex August 2010 - June 2013
HSBC September 2006 - April 2010
Skills
Marketing Strategy, Recruiting, New Business Development, Financial Analysis, Six Sigma, Strategic Planning, Sales, Team Building, Customer Service, Contract Management, Leadership, Procurement, Operations Management, Business Planning, Business Development, Team Leadership
Education
The University of Calgary 2007 — 2010
Bachelor of Arts (B.A.), International Relations
Mount Royal University 2006 — 2007
Marney Household 2015 - Present
GoInterpay June 2013 - January 2014
Calforex August 2010 - June 2013
HSBC September 2006 - April 2010
Skills
Marketing Strategy, Recruiting, New Business Development, Financial Analysis, Six Sigma, Strategic Planning, Sales, Team Building, Customer Service, Contract Management, Leadership, Procurement, Operations Management, Business Planning, Business Development, Team Leadership
Education
The University of Calgary 2007 — 2010
Bachelor of Arts (B.A.), International Relations
Mount Royal University 2006 — 2007
Geraldine Yip's HSBC Experience October 1999 - August 2005
Job Marketing Communications
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Citi September 2013 - April 2014
Citi August 2009 - August 2013
Standard Chartered Bank September 2005 - July 2009
HSBC October 1999 - August 2005
Citi August 1996 - September 1999
Skills
Banking, Strategy, Management, Marketing, Cash Management, Payments, Securities, Financial Services, Financial Markets
Education
University of Bristol 1993 — 1996
Bachelor of Laws (LL.B.), Law
International School Bangkok 1991 — 1993
International Baccalaureate Diploma
King George V School 1987 — 1991
Convent of the Holy Infant Jesus 1984 — 1987
JPMorgan Chase May 2014 - Present
Citi September 2013 - April 2014
Citi August 2009 - August 2013
Standard Chartered Bank September 2005 - July 2009
HSBC October 1999 - August 2005
Citi August 1996 - September 1999
Skills
Banking, Strategy, Management, Marketing, Cash Management, Payments, Securities, Financial Services, Financial Markets
Education
University of Bristol 1993 — 1996
Bachelor of Laws (LL.B.), Law
International School Bangkok 1991 — 1993
International Baccalaureate Diploma
King George V School 1987 — 1991
Convent of the Holy Infant Jesus 1984 — 1987
Marco A Guerra's HSBC Experience November 1990 - October 2002
Job Branch Manager at Freedom Mortgage Corporation
Industry Financial Services
Experience
Freedom Mortgage / First Mortgage Corporation November 2014 - Present
Sweet T's Restaurant + Bar January 2014 - September 2014
Wells Fargo Home Mortgage March 2004 - December 2013
Home Funds Direct October 2002 - March 2004
HSBC November 1990 - October 2002
Skills
First Time Home Buyers, FHA, Investment Properties, Real Estate, Mortgage Lending, Sales, Customer Service, VA Loans, FHA Financing, Management, Foreclosures, Loan Origination, Mortgage Banking, Referrals, Sales Management, Residential Homes, Investors, REO, Short Sales, Sellers
Education
University of California, Davis
Economics & Organizational Studies
Freedom Mortgage / First Mortgage Corporation November 2014 - Present
Sweet T's Restaurant + Bar January 2014 - September 2014
Wells Fargo Home Mortgage March 2004 - December 2013
Home Funds Direct October 2002 - March 2004
HSBC November 1990 - October 2002
Skills
First Time Home Buyers, FHA, Investment Properties, Real Estate, Mortgage Lending, Sales, Customer Service, VA Loans, FHA Financing, Management, Foreclosures, Loan Origination, Mortgage Banking, Referrals, Sales Management, Residential Homes, Investors, REO, Short Sales, Sellers
Education
University of California, Davis
Economics & Organizational Studies
Bhaskar Terli's HSBC Experience September 2004 - September 2006
Job Programmer
Industry Investment Banking
Experience
Fidelity Investments September 2009 - Present
Kennedy International Software Inc June 2008 - Present
HSBC September 2004 - September 2006
Skills
C, C++, C#, Java, Go, JavaScript, jQuery, AngularJS, ReactJs, Node.js, Android Development, SQL, PL/SQL, Oracle, DB2, VSAM
Education
University of Bridgeport
MS, Mechanical Engineering
Fidelity Investments September 2009 - Present
Kennedy International Software Inc June 2008 - Present
HSBC September 2004 - September 2006
Skills
C, C++, C#, Java, Go, JavaScript, jQuery, AngularJS, ReactJs, Node.js, Android Development, SQL, PL/SQL, Oracle, DB2, VSAM
Education
University of Bridgeport
MS, Mechanical Engineering
Kenneth Cheng, CPA, CFA's HSBC Experience July 2009 - December 2009
Job Accounting Manager at Paine & Partners
Industry Venture Capital & Private Equity
Experience
Paine & Partners July 2014 - Present
PricewaterhouseCoopers LLP September 2010 - June 2014
HSBC July 2009 - December 2009
KPMG 2006 - 2009
Skills
Sarbanes-Oxley Act, Valuation, Corporate Finance, US GAAP, Derivatives, Auditing, Internal Controls, Financial Reporting, Financial Modeling, Financial Analysis, External Audit, SEC filings, Financial Accounting, Revenue Recognition, IFRS
Education
University of California, Berkeley
Economics
Paine & Partners July 2014 - Present
PricewaterhouseCoopers LLP September 2010 - June 2014
HSBC July 2009 - December 2009
KPMG 2006 - 2009
Skills
Sarbanes-Oxley Act, Valuation, Corporate Finance, US GAAP, Derivatives, Auditing, Internal Controls, Financial Reporting, Financial Modeling, Financial Analysis, External Audit, SEC filings, Financial Accounting, Revenue Recognition, IFRS
Education
University of California, Berkeley
Economics
Martin Alejandro Cabo De Vila's HSBC Experience 1999 - 2000
Job US Corporate Development & Transaction Services Sr Specialist at Accenture
Industry Information Technology and Services
Experience
Accenture 2014 - Present
Accenture 2011 - 2014
Accenture 2010 - 2011
Accenture 2009 - 2010
Accenture 2007 - 2009
Accenture 2007 - 2008
Accenture 2006 - 2007
Accenture 2005 - 2006
HSBC 1999 - 2000
Education
University of Buenos Aires 2001 — 2007
Bachelor's degree, Accounting and Business/Management
Accenture 2014 - Present
Accenture 2011 - 2014
Accenture 2010 - 2011
Accenture 2009 - 2010
Accenture 2007 - 2009
Accenture 2007 - 2008
Accenture 2006 - 2007
Accenture 2005 - 2006
HSBC 1999 - 2000
Education
University of Buenos Aires 2001 — 2007
Bachelor's degree, Accounting and Business/Management
Samantha Lee, CFP®'s HSBC Experience January 2014 - Present
Job VP, Premier Wealth Coach
Industry Banking
Experience
HSBC January 2014 - Present
HSBC Bank USA June 2009 - August 2014
Banc of America Investments July 2006 - July 2009
Bank of America July 2003 - July 2006
HSBC Bank February 2001 - July 2003
Skills
Credit, Loans, Banking, Mortgage Lending, Commercial Banking
Education
University of California, Berkeley
B.A.
HSBC January 2014 - Present
HSBC Bank USA June 2009 - August 2014
Banc of America Investments July 2006 - July 2009
Bank of America July 2003 - July 2006
HSBC Bank February 2001 - July 2003
Skills
Credit, Loans, Banking, Mortgage Lending, Commercial Banking
Education
University of California, Berkeley
B.A.
Andrew Tebbenham's HSBC Experience November 2010 - July 2013
Job Business Analyst at HSBC
Industry Financial Services
Experience
HSBC Securities August 2013 - Present
HSBC November 2010 - July 2013
FDM Group January 2009 - March 2011
HSBC March 2009 - November 2010
Travis Perkins April 2007 - January 2008
Silverstone Circuits Ltd October 2006 - April 2007
Skills
Derivatives, Trading Systems, Fixed Income, Credit Derivatives, Calypso, Business Analysis, Electronic Trading, Investment Banking, FX Options, Back Office, Middle Office, Swaps, Capital Markets, Banking
Education
University of Birmingham 2002 — 2005
HSBC Securities August 2013 - Present
HSBC November 2010 - July 2013
FDM Group January 2009 - March 2011
HSBC March 2009 - November 2010
Travis Perkins April 2007 - January 2008
Silverstone Circuits Ltd October 2006 - April 2007
Skills
Derivatives, Trading Systems, Fixed Income, Credit Derivatives, Calypso, Business Analysis, Electronic Trading, Investment Banking, FX Options, Back Office, Middle Office, Swaps, Capital Markets, Banking
Education
University of Birmingham 2002 — 2005
Jamie Winnett's HSBC Experience January 2012 - Present
Job VP Voice of Customer/ Sr Mgr Cust Exp HTS Quality at HSBC
Industry Financial Services
Experience
HSBC January 2012 - Present
HSBC June 2010 - January 2012
HSBC August 2006 - June 2010
Skills
Employee Engagement, Service Delivery, Continuous Improvement, Program Management, Public Speaking, Vendor Management, Leadership, Management, Project Management, Risk Management, Strategy, Analysis, Management Consulting, Banking, Business Analysis, Business Process..., Strategic Planning, Financial Services, Process Improvement, Cross-functional Team..., Credit Cards, Call Centers
Education
University of California, Berkeley 1995 — 1999
BS, Industrial Engineering and Operations Research
HSBC January 2012 - Present
HSBC June 2010 - January 2012
HSBC August 2006 - June 2010
Skills
Employee Engagement, Service Delivery, Continuous Improvement, Program Management, Public Speaking, Vendor Management, Leadership, Management, Project Management, Risk Management, Strategy, Analysis, Management Consulting, Banking, Business Analysis, Business Process..., Strategic Planning, Financial Services, Process Improvement, Cross-functional Team..., Credit Cards, Call Centers
Education
University of California, Berkeley 1995 — 1999
BS, Industrial Engineering and Operations Research
Nancy Dal Bello's HSBC Experience November 2004 - January 2007
Job Director / Portfolio Manager at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
U.S. Bank November 2009 - May 2014
Pacific National Bank (FBOP Corp.) (acquired by US Bank in 2009) February 2007 - October 2009
HSBC November 2004 - January 2007
Bank of the West November 2002 - November 2004
Sanwa Bank/United California Bank (acquired by Bank of the West) February 1997 - November 2002
Skills
Asset Management, Commercial Real Estate, Asset Managment, Real Estate Economics, Credit Analysis, Small Business Lending, Commercial Lending, Commercial Mortgages, Loans, Loan Origination, Mortgage Lending, Credit, Real Estate, Underwriting, Banking
Education
University of California, Berkeley
BA
Union Bank June 2014 - Present
U.S. Bank November 2009 - May 2014
Pacific National Bank (FBOP Corp.) (acquired by US Bank in 2009) February 2007 - October 2009
HSBC November 2004 - January 2007
Bank of the West November 2002 - November 2004
Sanwa Bank/United California Bank (acquired by Bank of the West) February 1997 - November 2002
Skills
Asset Management, Commercial Real Estate, Asset Managment, Real Estate Economics, Credit Analysis, Small Business Lending, Commercial Lending, Commercial Mortgages, Loans, Loan Origination, Mortgage Lending, Credit, Real Estate, Underwriting, Banking
Education
University of California, Berkeley
BA
Alex Brooks's HSBC Experience June 2006 - July 2007
Job Secretary for AsiaPacific Affairs at British Embassy, Washington D.C.
Industry Government Administration
Experience
British Embassy, Washington D.C. August 2013 - Present
British Embassy Belgrade October 2010 - July 2013
Foreign and Commonwealth Office October 2009 - September 2010
Foreign and Commonwealth Office October 2008 - October 2009
HSBC June 2006 - July 2007
Skills
International Relations, Policy Analysis, International..., Public Policy, Politics, Policy, Government, Diplomacy, Analysis, Economic Development, Research, Public Relations, Strategic Communications, Negotiation
Education
University of Bath 2004 — 2008
BSc, Economics
British Embassy, Washington D.C. August 2013 - Present
British Embassy Belgrade October 2010 - July 2013
Foreign and Commonwealth Office October 2009 - September 2010
Foreign and Commonwealth Office October 2008 - October 2009
HSBC June 2006 - July 2007
Skills
International Relations, Policy Analysis, International..., Public Policy, Politics, Policy, Government, Diplomacy, Analysis, Economic Development, Research, Public Relations, Strategic Communications, Negotiation
Education
University of Bath 2004 — 2008
BSc, Economics
Karma Shahin's HSBC Experience March 2015 - Present
Job Vice President
Industry Investment Management
Experience
HSBC March 2015 - Present
HSBC Securities October 2013 - Present
Waddell & Reed October 2010 - October 2013
Bank of America September 2007 - May 2010
Skills
Sales Management, Credit, Loans, Banking, Mortgage Lending, Selling, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Commercial Lending, Series 7, Series 63, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Capital Markets, Sales
Education
University of California, Irvine 2008 — 2011
B.A, Business Economics
HSBC March 2015 - Present
HSBC Securities October 2013 - Present
Waddell & Reed October 2010 - October 2013
Bank of America September 2007 - May 2010
Skills
Sales Management, Credit, Loans, Banking, Mortgage Lending, Selling, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Commercial Lending, Series 7, Series 63, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Capital Markets, Sales
Education
University of California, Irvine 2008 — 2011
B.A, Business Economics
Shreyans Kothari's HSBC Experience May 2009 - June 2009
Job Student at University of California, Berkeley Walter A. Haas School of Business
Industry Financial Services
Experience
Anand Rathi Securities May 2010 - July 2010
HSBC May 2009 - June 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Anand Rathi Securities May 2010 - July 2010
HSBC May 2009 - June 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Vinod Subramanian's HSBC Experience October 2001 - December 2005
Job Senior Manager at VISA
Industry Financial Services
Experience
Visa Corporate April 2012 - Present
Discover February 2006 - December 2012
HSBC October 2001 - December 2005
Skills
Credit Cards, Risk Analysis, Data Mining
Education
UC Berkeley Haas School of Business 2010 — 2012
Weekend MBA Program
Vellore Institute of Technology 1997 — 2001
B.Tech., Computer Science Engineering
Visa Corporate April 2012 - Present
Discover February 2006 - December 2012
HSBC October 2001 - December 2005
Skills
Credit Cards, Risk Analysis, Data Mining
Education
UC Berkeley Haas School of Business 2010 — 2012
Weekend MBA Program
Vellore Institute of Technology 1997 — 2001
B.Tech., Computer Science Engineering
Elan Ruggill's HSBC Experience November 2002 - March 2007
Job Senior Vice President at American Eagle LifeCare
Industry Financial Services
Experience
American Eagle LifeCare February 2013 - Present
Elm Strategies LLC July 2012 - March 2014
Prologue Capital May 2007 - October 2011
HSBC November 2002 - March 2007
Westcliff capital 2001 - 2001
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
BS, Business Administration
American Eagle LifeCare February 2013 - Present
Elm Strategies LLC July 2012 - March 2014
Prologue Capital May 2007 - October 2011
HSBC November 2002 - March 2007
Westcliff capital 2001 - 2001
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
BS, Business Administration
Winnie Winnie Ho's HSBC Experience July 2008 - Present
Job Premium Mortgage Consultant at HSBC Mortgage Services
Industry Financial Services
Experience
HSBC July 2008 - Present
Union Bank August 2013 - November 2013
San Ramon June 2007 - June 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Residential Mortgages, Loan Origination, Credit Risk, Credit Analysis, Risk Management, Refinance, Underwriting, Financial Services
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts (B.A.), Applied Mathematics
University of California, Berkeley 1981 — 1985
Bachelor of Arts (B.A.), Applied Mathematics
HSBC July 2008 - Present
Union Bank August 2013 - November 2013
San Ramon June 2007 - June 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Residential Mortgages, Loan Origination, Credit Risk, Credit Analysis, Risk Management, Refinance, Underwriting, Financial Services
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts (B.A.), Applied Mathematics
University of California, Berkeley 1981 — 1985
Bachelor of Arts (B.A.), Applied Mathematics
Jeanette Fong's HSBC Experience 2008 - 2011
Job VP Business Relationship Manager at East West Bank
Industry Financial Services
Experience
Scott Valley Bank May 2012 - Present
HSBC 2008 - 2011
Bank of America 2001 - 2008
Bank of America 1999 - 2001
Bank of America 1995 - 1999
Skills
Event Management, Business Development, Portfolio Management, Credit, Commercial Banking, Sales, Finance, New Business Development, Credit Analysis, Loans, Relationship Management, CRM, Lines Of Credit, Cash Management, Financial Services
Education
UC Berkeley
BA
Scott Valley Bank May 2012 - Present
HSBC 2008 - 2011
Bank of America 2001 - 2008
Bank of America 1999 - 2001
Bank of America 1995 - 1999
Skills
Event Management, Business Development, Portfolio Management, Credit, Commercial Banking, Sales, Finance, New Business Development, Credit Analysis, Loans, Relationship Management, CRM, Lines Of Credit, Cash Management, Financial Services
Education
UC Berkeley
BA
Betty(Peiyuan) Yao's HSBC Experience July 2010 - August 2010
Job Finance, MBA Candidate UC Davis Graduate School of Manage
Industry Financial Services
Experience
PwC October 2012 - May 2015
HSBC July 2010 - August 2010
PwC January 2010 - April 2010
Skills
Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Accounting, Financial Reporting, Tax, Financial Analysis, IFRS, Corporate Finance, Mandarin, Financial Modeling, Income Tax, Microsoft Office, Valuation, Bookkeeping, Cost Accounting, PowerPoint, Finance, Internal Controls, GAAP
Education
University of California, Davis 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Accountancy, 4.0/4.0
Xi'an Jiaotong University 2007 — 2011
Bachelor, Accountancy, 3.7/4.0
PwC October 2012 - May 2015
HSBC July 2010 - August 2010
PwC January 2010 - April 2010
Skills
Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Accounting, Financial Reporting, Tax, Financial Analysis, IFRS, Corporate Finance, Mandarin, Financial Modeling, Income Tax, Microsoft Office, Valuation, Bookkeeping, Cost Accounting, PowerPoint, Finance, Internal Controls, GAAP
Education
University of California, Davis 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Accountancy, 4.0/4.0
Xi'an Jiaotong University 2007 — 2011
Bachelor, Accountancy, 3.7/4.0
Mitzi Libby's HSBC Experience October 2001 - 2008
Job Administrative Assistant at Endless Options
Industry Education Management
Experience
Endless OptionsDa September 2009 - Present
HSBC October 2001 - 2008
Skills
Data Management, Access Database, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
University of Baltimore
Bachelor's Degree, Accounting and Business/Management
Endless OptionsDa September 2009 - Present
HSBC October 2001 - 2008
Skills
Data Management, Access Database, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
University of Baltimore
Bachelor's Degree, Accounting and Business/Management
Adnan Sheikh's HSBC Experience July 2006 - May 2007
Job Technical and Operations Project Manager
Industry Computer Software
Experience
LiveOps August 2008 - September 2013
AlphaDetail May 2007 - 2008
HSBC July 2006 - May 2007
Citi November 2005 - March 2006
Skills
Project Management, SQL, Process Improvement, Cross-functional Team..., Marketing Operations, Program Management, CRM, Competitive Analysis, Product Management, Team Management, Market Research, Sales, Microsoft Office, Manage Client..., Analysis, Business Development, Management, Business Strategy, PowerPoint, Research, English, Microsoft Word, Customer Service, Outlook, Microsoft Excel, Windows, Solution Architecture, MRDs, PRD
Education
University of California, Berkeley 2003 — 2005
Bachelor of Arts, Economics
University of California, Berkeley
LiveOps August 2008 - September 2013
AlphaDetail May 2007 - 2008
HSBC July 2006 - May 2007
Citi November 2005 - March 2006
Skills
Project Management, SQL, Process Improvement, Cross-functional Team..., Marketing Operations, Program Management, CRM, Competitive Analysis, Product Management, Team Management, Market Research, Sales, Microsoft Office, Manage Client..., Analysis, Business Development, Management, Business Strategy, PowerPoint, Research, English, Microsoft Word, Customer Service, Outlook, Microsoft Excel, Windows, Solution Architecture, MRDs, PRD
Education
University of California, Berkeley 2003 — 2005
Bachelor of Arts, Economics
University of California, Berkeley
Dennis Lui's HSBC Experience May 2006 - October 2008
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Ashford University March 2009 - January 2011
County of San Diego February 2010 - May 2010
HSBC May 2006 - October 2008
Poway Unified School District August 2003 - May 2006
College Loan Corporation July 2003 - February 2006
Education
University of California, Irvine 2002 — 2003
Teaching Credential, Social Studies Teacher Education, 3.95
University of California, Irvine 1998 — 2002
Bachelor of Arts (BA), Criminology, Law, and Society, 3.43
Ashford University March 2009 - January 2011
County of San Diego February 2010 - May 2010
HSBC May 2006 - October 2008
Poway Unified School District August 2003 - May 2006
College Loan Corporation July 2003 - February 2006
Education
University of California, Irvine 2002 — 2003
Teaching Credential, Social Studies Teacher Education, 3.95
University of California, Irvine 1998 — 2002
Bachelor of Arts (BA), Criminology, Law, and Society, 3.43
David Hawker's HSBC Experience July 2007 - Present
Job HR recruitment specialist at HSBC
Industry Financial Services
Experience
HSBC July 2007 - Present
Education
University of California, Irvine
Bachelor of Arts (B.A.)
HSBC July 2007 - Present
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Timothy Webb's HSBC Experience May 2008 - January 2010
Job Academic Advisor at University of Michigan
Industry Higher Education
Experience
University of Michigan May 2010 - Present
University of Leeds May 2009 - May 2010
HSBC May 2008 - January 2010
Social Hierarchy in Pompeii May 2008 - August 2008
California State University, Sacramento August 2006 - May 2007
Anglo-American Project in Pompeii 2002 - 2006
Skills
Project Management, Archaeology, Roman personal..., Academic Advising, Retail Banking, Student Affairs, Office Management, Report Writing, Staff Supervision
Education
University of Bradford 2004 — 2009
Doctor of Philosophy (PhD), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), History
University of Michigan May 2010 - Present
University of Leeds May 2009 - May 2010
HSBC May 2008 - January 2010
Social Hierarchy in Pompeii May 2008 - August 2008
California State University, Sacramento August 2006 - May 2007
Anglo-American Project in Pompeii 2002 - 2006
Skills
Project Management, Archaeology, Roman personal..., Academic Advising, Retail Banking, Student Affairs, Office Management, Report Writing, Staff Supervision
Education
University of Bradford 2004 — 2009
Doctor of Philosophy (PhD), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), History
Soumi Chakraborti's HSBC Experience April 2005 - August 2005
Job Freelance Writer/Editor
Industry Writing and Editing
Experience
Tempesta Media June 2013 - Present
HSBC Private Bank April 2005 - August 2005
HSBC April 2005 - August 2005
ICFAI UNIVERSITY PRESS October 2004 - March 2005
Skills
Editing, Microsoft Office, Social Media, Photoshop, Microsoft Word, Microsoft Excel, Customer Service, Research, PowerPoint, Photography, Event Planning, Creative Writing, Copywriting, Blogging, Copy Editing
Education
University of Calcutta 2002 — 2004
Masters, Journalism
University of Calcutta 2002 — 2004
Masters, Journalism
Bharatiya Vidya Bhavan, Kolkata 2002 — 2003
Post-graduate Diploma; BA, Journalism; Journalism with Advertising and Public Relations
Patna Women's College 1999 — 2002
BA in Communicative Englsih(Media Studies), Advertising, Public Relations and Journalism
St Joseph's Convent High School 1997 — 1999
Xth and XIIth, Arts
Tempesta Media June 2013 - Present
HSBC Private Bank April 2005 - August 2005
HSBC April 2005 - August 2005
ICFAI UNIVERSITY PRESS October 2004 - March 2005
Skills
Editing, Microsoft Office, Social Media, Photoshop, Microsoft Word, Microsoft Excel, Customer Service, Research, PowerPoint, Photography, Event Planning, Creative Writing, Copywriting, Blogging, Copy Editing
Education
University of Calcutta 2002 — 2004
Masters, Journalism
University of Calcutta 2002 — 2004
Masters, Journalism
Bharatiya Vidya Bhavan, Kolkata 2002 — 2003
Post-graduate Diploma; BA, Journalism; Journalism with Advertising and Public Relations
Patna Women's College 1999 — 2002
BA in Communicative Englsih(Media Studies), Advertising, Public Relations and Journalism
St Joseph's Convent High School 1997 — 1999
Xth and XIIth, Arts
Xuyan Liu's HSBC Experience June 2013 - August 2013
Job Intern analyst at UCIrvine Student Managed Investment Fund (SMIF)
Industry Financial Services
Experience
UCIrvine Student Managed Investment Fund (SMIF) December 2014 - Present
University of Dayton January 2014 - May 2014
HSBC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Corporate Finance, Equity Research, Elemental Analysis, Matlab, Bloomberg Terminal
Education
University of California, Irvine 2014 — 2015
Bachelor of Science (B.S.), Financial Mathematics, Senior
University of Dayton 2012 — 2014
BACHELOR, Finance and Actuarial science
UCIrvine Student Managed Investment Fund (SMIF) December 2014 - Present
University of Dayton January 2014 - May 2014
HSBC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Corporate Finance, Equity Research, Elemental Analysis, Matlab, Bloomberg Terminal
Education
University of California, Irvine 2014 — 2015
Bachelor of Science (B.S.), Financial Mathematics, Senior
University of Dayton 2012 — 2014
BACHELOR, Finance and Actuarial science
sudha menon's HSBC Experience 1999 - December 2011
Job Banking Professional
Industry Banking
Experience
Hanover township October 2013 - Present
HSBC 1999 - December 2011
Best Buy November 1990 - September 1999
Skills
Customer Service, Banking, Risk Management, Credit, Financial Analysis, Business Analysis, Portfolio Management, Management, Retail Banking, Finance
Education
University of Calicut 1974 — 1977
Bachelor's Degree, Biology, General, 3
Hanover township October 2013 - Present
HSBC 1999 - December 2011
Best Buy November 1990 - September 1999
Skills
Customer Service, Banking, Risk Management, Credit, Financial Analysis, Business Analysis, Portfolio Management, Management, Retail Banking, Finance
Education
University of Calicut 1974 — 1977
Bachelor's Degree, Biology, General, 3
Emily Zammit's HSBC Experience March 2005 - November 2005
Job Technical Recruiter at Bank of America
Industry Management Consulting
Experience
Ernst & Young J&M Management Consulting GmbH Technical RecruiterBank of AmericaMay 2011 - Present
BNY Mellon July 2008 - July 2010
Erste Group Bank AG July 2005 - July 2010
HSBC March 2005 - November 2005
Skills
Business Process...
Education
University of California, Berkeley
University of Otago
Ernst & Young J&M Management Consulting GmbH Technical RecruiterBank of AmericaMay 2011 - Present
BNY Mellon July 2008 - July 2010
Erste Group Bank AG July 2005 - July 2010
HSBC March 2005 - November 2005
Skills
Business Process...
Education
University of California, Berkeley
University of Otago
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.