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
Discovery Seminars & Coaching July 2014 - Present
Ice Cream Garden April 2014 - Present
626 Night Market July 2013 - November 2014
Mattel July 2013 - March 2014
Mattel June 2012 - August 2012
Stay Classy Bicycle Rentals January 2010 - January 2012
Altegris Investments April 2008 - February 2010
HSBC July 2007 - April 2008
Skills
Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Analysis, Data Analysis, Corporate Finance, Investments, Hedge Funds, Microsoft Excel, Strategy, Analytics, Negotiation, Management, Personal Development, Entrepreneurship, Leadership Development, Leadership, Coaching
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA
University of California, San Diego 2002 — 2006
Economics, International Studies, Education
Encore Capital Group July 2015 - Present
CNM LLP April 2014 - August 2014
HSBC July 2011 - August 2011
Skills
Matlab, C++, Microsoft Office, Programming, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Research, English, Outlook, Autotask, Time Management, IT Service Management, Social Media, Customer Service, Data Analysis
Education
UCLA 2011 — 2015
Bachelor of Science (B.S.), Electrical and Electronics Engineering
HSBC June 2015 - Present
Kiwibank January 2013 - March 2015
Kiwibank February 2011 - January 2013
Kiwibank March 2009 - February 2011
Fulton Hogan November 2009 - February 2010
Skills
Business Loans, Relationship Management, Investment Properties, SME Banking, Loans, Credit, Banking, Commercial Lending, Retail Banking, Small Business Lending, Portfolio Management, Credit Analysis, Business Analysis, Financial Analysis, Commercial Banking, Risk Management, Financial Risk, Management
Education
University of Canterbury 2006 — 2008
Bachelor of Commerce (B.Com.), Business Management & Human Resources
BMO Private Banking January 2015 - Present
The Northern Trust Company June 2007 - November 2014
Fannie Mae June 2004 - June 2007
CTX Mortgage March 2003 - June 2004
HSBC February 2000 - August 2002
BMO Harris Bank January 1998 - February 2000
Skills
Product Management, Financial Services, Banking, Marketing Strategy, Credit Cards, Mortgage Banking, Mortgage Lending, Secondary Marketing, Portfolio Management, Home Equity Marketing, Managed Bill Payment..., FHA Lending, Business Development, Direct Marketing, Loans, Payments, Risk Management, Management, Credit, Financial Risk, Loan Origination
Education
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (M.B.A.), Marketing Management
University of Cincinnati
Bachelor's Degree, Communications and Journalism
Bank of America May 2015 - Present
Bank of America April 2011 - Present
US Bank September 2009 - April 2011
Regions Bank March 2007 - September 2009
Regions Bank February 2006 - February 2007
HSBC June 2005 - February 2006
Skills
Management, CRM, Banking, Leadership, Customer Experience, Loans, Business Development, Coaching, Customer Satisfaction, Customer Service, Finance, Financial Services, Sales, Financial Analysis, Training, Credit, Mortgage Lending
Education
University of Central Oklahoma
BA, Business Administration
NurseCore September 2009 - Present
HSBC 1999 - 2009
Rotech Healthcare 1997 - 1999
Skills
Sales Management, Human Resources, Financial Reporting, Management, Leadership, Performance Management, Talent Acquisition, Healthcare, Team Building, Healthcare Management, Customer Service, Strategic Planning, Public Speaking, Training, Sales, Hospitals, Medicare, Marketing, Event Planning, Coaching
Education
University of Colorado Colorado Springs 1991 — 1996
Bachelor of Arts (B.A.), Business/Corporate Communications
UCCS
Bachelor's degree, leadership communicaions
HSBC Commercial Banking January 2015 - Present
HSBC February 2012 - December 2014
Pelesys Learning System May 2008 - February 2011
Jacob Fashion, Richmond Centre January 2008 - May 2008
Sunny Trade (Furniture) Ltd July 2006 - December 2006
Christchurch Chinese Methodist Church June 2005 - July 2006
Skills
Microsoft Office, Project Management, Customer Service, Time Management, Microsoft Excel, Management, Teamwork, CRM, Analysis, Financial Analysis, Marketing
Education
University of Canterbury 2002 — 2005
Bachelor of Commerce, Marketing Management
Christchurch Polytechnic Institute of Technology 2006 — 2007
Graduate Diploma, E-Commerce
Auckland Girls Grammar School
High school certificate, High School/Secondary Diplomas and Certificates
University of Colorado Denver June 2014 - January 2015
HSBC July 2013 - August 2013
New Oriental Education & Technology Group July 2012 - August 2012
Skills
R, Python, SQL, Matlab, SAS, C++, Microsoft Office, Research, Java, PowerPoint, Teamwork, Photoshop, Social Media, Event Planning, Time Management
Education
University of Colorado Denver 2011 — 2015
Bachelor's Degree, Mathematics and Economics, 3.97/4.0
University of Illinois at Urbana-Champaign
Retired December 1998 - Present
HSBC 1993 - 1998
Manulife Financial 1988 - 1993
Philadelphia American Life 1978 - 1988
Skills
Coaching, Leadership Development, Management Consulting, Strategic Planning, Organizational..., Public Speaking, International..., Program Management, Nonprofits, Change Management, International Relations, Project Management, Leadership, Management, Training, Research, Public Relations, Business Strategy
Education
Oklahoma State University, Stillwater Oklahoma 1961 — 1971
undergraduate and graduate courses
University of Central Oklahoma
Masters degree, guidance and counciling, Educational Psychology
Association Reserves 2014 - Present
Association Reserves 2008 - 2014
HSBC October 2006 - December 2007
Target August 2005 - October 2006
UCLA September 2002 - June 2005
Skills
Professional Reserve..., Reserve Specialist (RS), Forecasting, Leadership, Microsoft Office, Management, Event Planning, Marketing Strategy, Sales, Strategic Planning, Project Management, Microsoft Excel, Customer Service, Analysis, Sales Management, Public Speaking, Marketing
Education
University of California, Los Angeles 2001 — 2005
Business/ Economics
University of California, Los Angeles 2001 — 2005
Communication Studies
Carlmont High School 1997 — 2001
MSCI Inc. March 2014 - Present
HSBC June 2008 - March 2014
Trevor Day School 2003 - 2008
Hunter College 2002 - 2003
Skills
Microsoft Excel, VBA, SQL, Derivatives, Credit Risk, Fixed Income, Banking, Bloomberg, Risk Management, Investment Banking, Financial Modeling, Financial Markets, Programming
Education
University of California, San Diego 1994 — 2000
Doctor of Philosophy (Ph.D.), Physics
University of Chicago 1990 — 1994
Bachelor of Arts (B.A.), with honors, Physics (and satisfied requirements for Math concentration)
EY February 2015 - Present
EY March 2011 - February 2015
Encore Capital Group June 2010 - March 2011
Encore Capital Group July 2008 - June 2010
HSBC June 2006 - July 2008
Skills
Business Development, Business Case, Strategy, Competitive Analysis, Financial Modeling, Business Analysis, Financial Analysis, Management Consulting, Valuation, Product Management, Program Management, Analysis, Forecasting, Risk Management, Strategic Planning, Business Strategy, Analytics, Corporate Finance, Mergers, Management
Education
University of California, San Diego - The Rady School of Management 2008 — 2010
MBA
University of California, San Diego 2002 — 2006
B.S.
Preston Ventures January 2014 - Present
North Group LLC March 2010 - January 2014
Hyundai Capital America July 2009 - March 2010
Vitality Financial May 2008 - June 2009
National Loan Exchange May 2007 - May 2008
ACC Consumer Finance a division of CompuCredit July 2005 - May 2007
College Advance, LLC 2005 - 2007
HSBC May 2001 - July 2005
Capital One July 1998 - March 2001
Skills
Credit Risk, Financial Modeling, Financial Risk, Financial Analysis, Business Analysis, Analysis, Portfolio Management, Analytics, Credit, Corporate Finance, Strategy, Process Improvement, Business Development, Data Mining, Managerial Finance, Forecasting, Risk Management, Valuation, Finance, Financial Services, Mergers & Acquisitions, SAS
Education
UCSD Rady School of Management 2004 — 2006
MBA
Vanderbilt University 1994 — 1998
BS, Economics, Business Administration
Manhasset High School 1990 — 1994
University of California, San Diego
Syniverse Technologies March 2013 - Present
Townhomes of Kings Lake August 2013 - March 2015
DataMentors, Inc. July 2012 - October 2012
HSBC April 2004 - May 2011
Mayfair Games Inc 2007 - 2009
Sabertooth Games 2005 - 2007
On Time Systems Inc September 2002 - March 2004
University Community Hospital May 2002 - September 2002
Verizon Data Services September 1999 - April 2002
Stonier Information Group Inc (Acquisition) / DePaige LLC October 1997 - September 1999
Skills
COBOL, DB2, Requirements Gathering, Software Development, SQL, Oracle, Access, Business Analysis, Business Intelligence, Databases, SDLC, SharePoint, Vendor Management
Education
University of Central Florida
Computer Science
Valencia Community College
Associate of Arts, Arts
GE Capital April 2015 - Present
Protiviti January 2014 - April 2015
Protiviti April 2012 - January 2014
HSBC May 2008 - April 2012
HSBC August 2005 - April 2008
HSBC October 2003 - July 2005
University of Cincinnati 2001 - 2003
Skills
Risk Analysis, Strategy, SAS, Credit Risk, Portfolio Management, Consumer Lending, Process Improvement, Segmentation, Regulatory Analysis, Data Management &..., Loss Mitigation, Segmentation & Pricing..., Strategy Development, Creative Thinking, Statistical tools (SAS,..., Enterprise Risk..., Business Analysis, Business Development, Analytics, Analysis, Banking, Credit, Finance, Financial Risk, Financial Services, Risk Management
Education
University of Cincinnati 2001 — 2003
Masters, Applied Economics
Montfort School
Zillow Group August 2015 - Present
Zillow August 2014 - August 2015
Balboa Capital April 2014 - August 2014
Loan Depot 2012 - 2013
Gary Miller for United States Congress July 2012 - September 2012
International Dyslexia Association - Ontario Branch (ONBIDA) July 2012 - September 2012
HSBC July 2010 - September 2010
Skills
Customer Service, Sales, Social Media Marketing, Microsoft Excel, Research, Leadership, Microsoft Office, Microsoft Word, Vietnamese, Customer Satisfaction
Education
University of California, Riverside 2007 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studes; Business Administration & Economics
Army and Navy Academy 2005 — 2007
High school Diploma
Suntrust Bank September 2015 - Present
Novitex Enterprise Solutions September 2014 - September 2015
STEALTH COMPONENTS September 2013 - September 2014
Fifth Third Bank April 2011 - August 2013
Foundation Financial Group June 2009 - April 2011
HSBC August 2003 - April 2009
HSBC October 1999 - August 2003
Jefferson Pilot Financial June 1997 - October 1999
Education
University of Cincinnati 1993 — 1997
Criminal Justice and Corrections
Stollen Machine & Tool Company March 2012 - Present
HSBC June 2011 - March 2012
HSBC June 2010 - May 2011
MindShare October 2009 - May 2010
MindShare January 2008 - October 2009
MindShare October 2006 - January 2008
Skills
Digital Marketing, Media Planning, Advertising, Negotiation, Business Development, Marketing
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelors, Business Marketing
Liberty Mutual Insurance September 2015 - Present
Liberty Mutual Group 2008 - Present
HSBC 2002 - May 2008
Skills
Applicant Tracking..., Taleo, Talent Acquisition, Full-cycle Recruiting, Screening, Diversity Recruitment, Talent Management, Interviewing, Salary Negotiation, Sourcing, Building Relationships, Hiring, Bilingual-Spanish, Coaching, Client Relationship..., Corporate Recruiting, Strategic Sourcing, Social Media, Property & Casualty..., Financial Services, Benefits Negotiation, Recruiting, College Recruiting, Human Resources, Management, Leadership, Employee Relations, Internet Recruiting, Temporary Placement, Technical Recruiting, Employee Benefits, New Hire Orientations, Screening Resumes, Workforce Planning, Staffing Services, Interviews
Education
University of Central Florida - College of Business Administration 1990 — 1993
BS, Business Administration
HSBC July 2013 - Present
Columbia University September 2011 - May 2013
HSBC June 2012 - August 2012
West End Advisors November 2010 - March 2012
Columbia University July 2011 - September 2011
DCD Factors Accounting Department April 2008 - July 2008
Movers and Shakers Business Magazine January 2007 - June 2007
Skills
VBA, Capital IQ, Java, Matlab, Hindi, Urdu, MS Project, Day Trading, Technical Analysis, Arbitrage, Series 65, Bloomberg Terminal, Quantitative Finance, Monte Carlo Simulation, C, DCF, Options, Derivatives, SQL, Bloomberg, Fixed Income, Microsoft Excel, PHP, Oracle SQL Developer, C++, Algorithm Design, FX Swaps, FX Derivatives, FX trading, German, Stata, R, Mathematica, Python, Stochastic Calculus, Statistics, Trading, FX Options, Financial Engineering, Interest Rate..., Economics, Econometrics, Research, Statistical Modeling
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Science, Financial Engineering, Economics
University of Cambridge 2007 — 2009
A Levels, Mathematics, Physics, Economics, Accounting
St. Patrick's High School 2001 — 2009
High School Diploma
University of Virginia
Pursuing New Opportunities March 2015 - Present
NYCB July 2012 - February 2015
Wells Fargo July 2009 - July 2012
HSBC May 2005 - December 2008
HSBC April 2002 - May 2005
Lockheed Martin January 1997 - April 2002
Skills
Recruiting, Leadership, Sales Management, Management, Business Development, Talent Management, Customer Service, Human Resources, Loans, Budgets, Sales, Analysis, Finance, Operations Management, Performance Management, Coaching, Negotiation, Training, Risk Management
Education
University of Central Florida - College of Business Administration 1996 — 2000
Business Administration
University of Central Florida 1991 — 1995
BA, Pre-Law
PHENOMENON December 2013 - Present
LRN August 2010 - June 2013
Saatchi & Saatchi 2013 - 2013
M Design May 2008 - September 2010
WWCOT 2006 - 2008
HSBC 2000 - 2004
The John Marshall Law School February 1999 - September 2000
Skills
Interaction Design, Wireframes, Usability, User Interface, Axure, Illustrator, Photoshop, Web Design, Software Documentation, Creative Direction, Content Management, CMS, Graphic Design, Web Applications, Scrum, E-commerce, Heuristic Evaluation
Education
University of California, Los Angeles 2004 — 2009
University of Wisconsin-Milwaukee
Bachelor of Arts, Mass Media and Psychology
JPMorgan Chase December 2009 - Present
Accredited Home Lenders March 2005 - May 2009
HSBC September 2003 - February 2005
Ocwen Federal Bank August 2001 - September 2003
Charles Schwab December 1997 - April 2001
Skills
Forecasting, Team Leadership, Scheduling, Problem Solving, Analytics, Call Center, Process Improvement, Vendor Management, Customer Service, Team Building, Business Analysis, Visio, Customer Relations, Compliance, Access, Excel, Strategic Planning, Budgeting, Documentation, Vendor Relations, Crystal Reports, Mergers, Change Management, Mentoring, Operations Management, Six Sigma, Quality Assurance, Business Intelligence, Policy, Banking, Analysis, Microsoft Office, Word, Outlook, Business Management, Requirements Analysis, SQL, Program Management, PowerPoint, Data Analysis, MS Project, Process Engineering, Microsoft Excel, Business Process..., Call Centers, IVR, SDLC, Mortgage Servicing, Management, Software Documentation
Education
University of Central Florida 1998 — 2003
Statistics
HSBC July 2014 - Present
University Tees 2011 - October 2013
Stylus Magazine December 2010 - February 2011
Uptech Computer June 2008 - August 2008
Skills
Marketing, Expense Budget..., Creative Writing, Customer Service, Sales, Operational Streamlining, Project Management, Event Planning, Process Improvement, Facebook, Sales Management, Customer Communication, Computer Repair, Financial Analysis, Data Analysis, Budgets, Microsoft Excel, Banking
Education
University of Central Florida 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Van Eck Associates Corporation August 2014 - Present
HSBC Global Asset Management (Deutschland) GmbH January 2009 - July 2014
HSBC August 2007 - January 2009
Education
Universität zu Köln
!. Staatsexamen, Rechtswissenschaften
BMO Financial Group December 2013 - Present
Johnson Controls January 2012 - June 2013
HSBC July 2009 - August 2011
HSBC North America January 2008 - June 2009
HSBC Mexico January 2006 - December 2007
HSBC North America August 2004 - December 2005
US Navy May 1996 - 2003
Skills
Business Process..., Project Management, Change Management, Offshoring, Contact Centre Design, Pricing Analysis, Emerging Markets, Business Continuity, Business Process..., Process Improvement, Analysis, Management, Business Analysis, Leadership, Forecasting, Team Building, Project Planning, Business Transformation, New Business Development, Performance Management, Program Management, Call Centers, Sales, Strategy, Banking, Risk Management, Negotiation, Executive Management, Finance, Global Operations, Lean Six Sigma, Disaster Response, Mergers & Acquisitions, PMO, Implementation..., Vendor Management, Talent Management, Business Intelligence, Budgets, Training, Telecommunications, Six Sigma, Cross-functional Team..., Team Leadership
Education
University of Colorado Boulder 1992 — 1996
BA, Spanish Literature
St Ignatius College Prep
University of Illinois at Chicago
Vaco 2012 - Present
Jefferies & Company January 2010 - December 2011
HSBC January 2007 - September 2008
Lennar 2005 - 2006
PwC 2002 - 2005
Skills
Recruiting, Executive Search, Accounting, Talent Acquisition, Hiring Practices, Candidate Screening, Candidate Development, CPA, Corporate Finance, Consulting, Interview Preparation, Big 4, Screening Resumes, Temporary Placement, Staff Development
Education
UC Santa Barbara 1998 — 2002
Bachelor of Arts (BA), Business Economics Accounting Emphasis
University of Leeds 2000 — 2001
Hyundai Capital America August 2013 - Present
GE Capital June 2012 - August 2013
Toyota Financial Services May 2011 - June 2012
Toyota Financial Services June 2009 - May 2011
Toyota Financial Services March 2008 - June 2009
HSBC September 2007 - March 2008
HSBC August 2005 - September 2007
HSBC February 2004 - August 2005
3E Company August 2002 - January 2004
Skills
SAS, Oracle SQL, Tableau, Credit, Financial Risk, Credit Risk, Risk Management, Forecasting, Financial Analysis, Analytics, Portfolio Management, Analysis, Business Process, Management, Leadership, Finance, Managerial Finance, Financial Modeling, Risk Analytics, Financial Services, Credit Analysis, Banking, Business Analysis, Financial Risk..., Financial Reporting, Credit Cards, Quantitative Analytics
Education
University of California, San Diego 1996 — 2001
B.S., B.A., Economics/Management Science, Political Science
HSBC May 2010 - Present
HSBC December 2008 - May 2010
HSBC Card Services December 2007 - December 2008
HSBC Card Services April 2007 - December 2007
HSBC Card Services April 2006 - April 2007
Skills
Credit Risk, Analytics, Loss Forecasting, Risk Management, Analysis, Finance, SAS, Financial Risk, Management, Project Management, Credit, Credit Cards, Forecasting, Strategy, Portfolio Management
Education
University of Cincinnati 2003 — 2006
MS, Industrial Engineering
SRM Engineering College 1998 — 2002
BE, Mechanical Engineering
ASR Analytics, LLC March 2015 - Present
TEKsystems September 2013 - February 2015
Dalotek Corporation March 2013 - September 2013
TM Floyd & Company January 2013 - March 2013
Meridian Technologies July 2012 - December 2012
TEKsystems August 2011 - June 2012
HSBC 2011 - 2012
Experis April 2011 - June 2011
Aetna November 2008 - February 2011
IBM June 1999 - September 2007
Skills
Business Analysis, Project Management, Access, Process Improvement, MS Project, Healthcare, Business Intelligence, ETL, SDLC, Data Warehousing, Technical Recruiting, SharePoint, Software Project..., Applicant Tracking..., Vendor Management, Visio, Mainframe, Oracle, SQL, Outsourcing, MVS, SAS programming
Education
University of Central Florida 1972 — 1975
Bachelor of Arts (B.A.), Mathematics - Secondary Education
University of Florida 1973 — 1974
Secondary Education
Valencia College 1972 — 1973
aa, General Studies
North American Fur Auction April 2014 - Present
North American Fur Auctions Inc. December 2013 - April 2014
North American Fur Auction May 2011 - December 2013
Padgett Business Services July 2009 - April 2011
Power Tax Corporation December 2008 - March 2009
Murcury Tax Accountants June 2008 - November 2008
HSBC May 2006 - November 2007
Commercial Bank of Ceylon Ltd April 2003 - November 2005
Skills
Finance, Financial Analysis, Analysis, Banking, Financial Reporting, Cash Flow, Portfolio Management, Forecasting, Accounts Payable, Credit, Business Analysis, Risk Management, Accounts Receivable, General Ledger, Internal Controls, Account Reconciliation, Accounting, Management
Education
University of Colombo 1999 — 2002
BSc, Mathematics & Physics
Institute of Bankers, Sri Lanka
Diploma, Treasury and Risk Management
Institute of Bankers, Sri Lanka
Advance Certificate in Banking and Finance, Finance
Alliance Data August 2013 - Present
Bass & Associates, P.C. January 2009 - August 2013
HSBC November 2002 - August 2008
Global Vision Group January 2002 - November 2002
Capital One September 2000 - December 2001
Conseco Finance Company March 1998 - September 2000
Discover Financial Services 1989 - 1997
Skills
Bankruptcy, Banking Law, Litigation, Commercial Litigation, Privacy Law, Corporate Governance, Fraud, Due Diligence, Credit Cards, FCRA, FDCPA, Arbitration, AML, Financial Services, Risk Management, Banking, Litigation Management, Creditors' Rights, Corporate Law
Education
University of California, Los Angeles - School of Law 1978 — 1981
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Political Science, History, Sociology
Yum! Brands November 2014 - Present
Yum! Brands January 2014 - November 2014
Yum! Brands August 2012 - December 2013
Bessemer Trust 2011 - 2012
HSBC 2006 - 2011
Citigroup May 2004 - June 2006
C.H. Robinson 2002 - 2004
Skills
Financial Analysis, Strategic Financial..., Strategic Planning, Financial Forecasting, Valuation, Credit Analysis, Asset Managment, Investments, Corporate Finance, Bloomberg, Financial Modeling, Due Diligence, Asset Allocation, Series 7, Series 63, Investment Management, Microsoft Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2009 — 2012
Master of Business Administration (MBA)
University of Southern California 2009 — 2011
Graduate Certificate of Financial Analysis, Finance, General
University of California, Los Angeles 1998 — 2002
BA, Economics and International Studies
Hong Kong International School 1994 — 1998
Zurich North America August 2012 - Present
LBH Consulting LLC May 2009 - Present
LEAP Auto Loans August 2011 - July 2012
HSBC October 1998 - May 2009
The Boston Consulting Group March 1994 - October 1998
Accenture September 1987 - March 1992
Skills
Marketing Strategy, Management Consulting, New Business Development
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Policy Studies, Finance
University of California, Los Angeles 1983 — 1987
BS, Mathematics
T-Mobile February 2008 - Present
HSBC 2004 - 2008
Ford Motor Company 2001 - 2003
Ford Motor Company 1999 - 2001
Skills
Applicant Tracking..., Recruiting
Education
Villanova University 2013 — 2015
Master's Degree, Human Resources Development
University of California, Los Angeles 1996 — 2001
BA, Sociology
globalcapitalaccess October 2006 - Present
HSBC 2005 - 2006
World Bank Group June 2000 - October 2002
IFC, World Bank Group 2000 - 2002
International Finance Corporation 2000 - 2002
National Australia Bank August 1998 - June 2000
KPMG LLP June 1996 - August 1998
FannieMae February 1994 - July 1996
Resolution Trust Corporation/FDIC January 1991 - February 1994
Education
University of Chicago Law School 1982 — 1986
JD, Law
China CITIC Bank June 2014 - August 2014
Macquarie Group June 2013 - August 2013
Agricultural Bank of China June 2012 - August 2012
HSBC June 2011 - August 2011
Skills
Matlab, C++, Python, VBA, R, LaTeX, Stata, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Data Analysis, Analysis, Financial Analysis, Statistics
Education
Columbia University in the City of New York 2014 — 2015
Master of Arts (M.A.), Financial Mathematics
University of California, Los Angeles 2011 — 2014
Bachelor of Science (BS), Mathematics and Economics
Beijing Jingshan School 1998 — 2010
Private Asset Management January 2008 - Present
HSBC March 2007 - January 2008
Federal Reserve of St. Louis January 2003 - August 2005
Wells Fargo Home Mortgage June 1999 - August 2001
Education
University of California, San Diego 2005 — 2007
University of Missouri-Saint Louis 2001 — 2003
M.A.
University of Wisconsin-Madison 1995 — 1999
B.S.
ISACA OC June 2015 - Present
Corporate Service Advisor September 2012 - Present
Royal Bank of Scotland 2008 - Present
ISACA (OC) 2014 - May 2015
ISACA UAE Chapter January 2010 - January 2012
ABN Amro August 2005 - 2008
National Bank Of Fujairah May 2004 - August 2005
HSBC February 1999 - April 2004
Alpha Data 1989 - 1998
Skills
Risk, Business Continuity, CISA, Fraud Prevention, Vendor Management, Compliance Management, Risk Assessment, Information Security..., Enterprise Risk..., Physical Security, Investigation, SAS, PCI DSS, SDLC, SaaS, PMP, Financial Risk, Fraud, COBIT, BCM, Information Security, Risk Management, Business Continuity..., Auditing, Security, Internal Audit, Corporate Governance, AML, Management, Computer Forensics, Banking, Leadership, IT Audit, Security Audits, Security Management, Incident Management, Operational Risk, ITIL, Change Management, ISO 27001, Integration, Governance, Business Process..., Strategy, Sarbanes-Oxley Act, Process Improvement, Risk Analysis, Service Delivery, CISM, Information Technology
Education
University of Mumbai 1984 — 1986
Bachelor, Finance and Accounting
Our Lady of Good Counsel High School 1972 — 1982
SSC, SSC
University of Cambridge
Business Management
Kaiser Permanente October 2012 - Present
Self Employed June 1991 - Present
Epicor Software Corp November 2009 - June 2011
Milestone Technologies March 2008 - June 2009
Activant Solutions March 2007 - March 2008
HSBC May 2003 - February 2007
LifeSpring Nutrition June 2001 - October 2001
Discovery Ventures, Inc. September 1997 - May 2001
Ideal - Instructional Fair - TS Denison August 1996 - September 1997
Skills
Project Management, Training & Development, Sales, Marketing, Event Management, Social Media Marketing, Market Planning, Product Marketing, Training, Direct Sales, Social Media, Customer Satisfaction, Sales Operations, Leadership, Management, Product Management, CRM, B2B, Facebook, Program Management, Strategic Planning, Trade Shows, Customer Service, Product Development, Project Planning, Salesforce.com, Budgets, Mobile Devices, Employee Training
Education
University of California, San Diego 1991 — 1995
BA, Communication
Moreau Catholic High School 1987 — 1991
Diploma, General Studies
Caviar, Inc. March 2015 - Present
Caviar, Inc. October 2014 - March 2015
Ajilon March 2014 - October 2014
Team West Solutions September 2013 - October 2014
Wells Fargo Business Banking Group May 2012 - September 2013
Wells Fargo Business Banking Group March 2008 - May 2012
Wells Fargo Bank June 2005 - March 2008
HSBC November 2004 - April 2005
Starbucks Coffee Company February 2004 - November 2004
Applebee's May 2002 - February 2004
Skills
Business Development, Leadership, Customer Service, Sales, Public Speaking, Training, Microsoft Excel, Analysis, Interviews, Staffing Services, Customer Satisfaction, Relationship Management, New Business Development, Strategy, Management, Teamwork, Microsoft Office, Commercial Banking, Commercial Lending, Credit Analysis, Research, Treasury Management, Cash Management, Finance, Retail, Problem Solving, Business Analysis, Banking, Team Building, Writing, Customer Relations, Loans, Data Entry, Spreadsheets, Credit, Microsoft Word, Coaching, Data Analysis, Cross Selling, Real Estate, Financial Analysis, Risk Management, Team Leadership, Excel, Word
Education
University of Washington 2015 — 2016
Certificate, Project Management
University of California, San Diego 1997 — 2002
Bachelor of Science, Behavioral Psychology
Mira Loma High School 1994 — 1997
International Baccalaureate Diploma, Math, Biology, English Literature
Wells Fargo Dealer Services April 2013 - Present
Credit Source Solutions October 2010 - Present
NEVER-MISS LLC January 2009 - January 2010
VAN DYK MORTGAGE January 2008 - January 2009
HSBC April 2001 - May 2008
HOUSEHOLD INTERNATIONAL / HSBC January 2001 - January 2008
FIDELITY FINANCIAL SERVICES January 1999 - January 2000
AMERICREDIT FINANCIAL SERVICES January 1995 - January 1999
SWOPE AUTO CENTER January 1992 - January 1995
NORTON BROTHERS COMPANY January 1989 - January 1992
Skills
Credit, Loans, Leadership, Banking, Customer Retention, Credit Analysis, Sales Operations, Business Development, Training, Portfolio Management, Management, Team Building, Customer Satisfaction, Mortgage Lending, Sales, Finance, Start-ups, Marketing, Loan Origination, Financial Services, Relationship Management
Education
University of Cincinnati 1977 — 1982
BS, Political Science
JPMorgan Chase July 2014 - Present
HSBC February 2014 - July 2014
Citi March 2010 - February 2014
US Army April 2002 - August 2004
Skills
Research, AML, Financial Risk, KYC, Access, Training, Microsoft Office, Due Diligence, PowerPoint, Microsoft Excel, Customer Service, Banking, Risk Management, Leadership, OFAC, USA PATRIOT Act, Teamwork, Microsoft Word, Spanish, Investigation, Bank Secrecy Act, Anti Money Laundering
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
HSBC March 2014 - Present
Wells Fargo Advisors LLC November 2012 - February 2014
Aegis Capital February 2012 - October 2012
Paulson Investment Co. October 2011 - February 2012
Acumen Investment Services September 2011 - February 2012
Kendal Capital Management February 2010 - February 2011
JW Korth January 2009 - April 2010
Skills
Investments, Series 7, Securities, Finance, Series 63, Investment Strategies, Insurance, Financial Services, FINRA, Analysis, Equities, Economics, Mutual Funds, Series 65, Wealth Management, Uniform Combined State..., Series 66
Education
University of Central Florida - College of Business Administration 2008 — 2011
University of Central Florida
Bachelor, Business Administration
Bank of the West June 2015 - Present
Calpis America, Inc June 2014 - June 2015
Alvarado Manufacturing August 2013 - May 2014
HSBC July 2010 - August 2013
Chinese Consumer Yellow Page July 2009 - September 2009
Skills
Digital Photography, Creative Writing, Adobe Premiere Pro, international purchasing, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Event Planning, Time Management, Social Media Marketing
Education
University of California, Riverside 2009 — 2013
Bachelor of Science (BS), Business Administration, Marketing
Visa June 2013 - Present
Visa March 2011 - May 2013
Visa February 2005 - June 2011
HSBC April 2004 - August 2004
20:20 MEDIA January 2000 - January 2002
India Today January 1998 - January 2000
Skills
Analytics, Product Management, Strategy, Credit Cards, Payments, Mobile Payments, Electronic Payments, Debit Cards, Payment Gateways, Payment Systems, Payment Card Processing, Management, Cards, Mobile Commerce, B2B, EMV, Strategic Partnerships, Payment Cards, Acquiring
Education
Jesus & Mary College
BA(Hons)
Lal Bahadur Shastri Institute of Management
MBA
University of California, Santa Cruz
Masters
University of California, San Diego September 2012 - Present
HSBC July 2015 - August 2015
Citi June 2012 - July 2012
Education
University of California, San Diego 2012 — 2016
Bachelor’s Degree, Physics
HSBC October 2013 - January 2015
JP Morgan Chase August 2010 - September 2013
InterContinental Capital Group February 2010 - July 2010
ATS Capital Management LLC June 2009 - December 2009
Vespa Soho August 2008 - January 2009
Countrywide Bank FSB FSL/ Bank of America January 2008 - August 2008
The Mortgage Guys January 2006 - December 2007
Handleman Company March 2003 - July 2005
Skills
Mortgage Lending, Loans, Loan Origination, Sales, Training, Management, Marketing Strategy, Investments, Coaching, Microsoft Excel, Call Centers, Financial Services, Retail, Entertainment, Sellers, Networking, Interviews, Finance
Education
University of Colorado Denver
Audio Enginnering and Film Studies
First Direct Lending March 2015 - Present
Discover Financial Services October 2012 - March 2015
HSBC January 2011 - October 2012
U.S. Department of the Treasury January 2010 - March 2010
Skills
Microsoft Office, PowerPoint, Financial Reporting, Photoshop, Customer Service, Mandarin, Financial Analysis, Microsoft Word, Data Analysis, Microsoft Excel, Access, Financial Modeling, Social Media Marketing, Accounting, Social Media, Event Planning, Economics, Market Research, Finance
Education
University of California, San Diego 2007 — 2011
BA, Economics
Mission San Jose High School 2004 — 2007
Keller Williams Realty, Inc. January 2015 - Present
Travelzoo May 2011 - March 2015
Clear Channel Communications May 2010 - May 2011
CBS Radio October 2006 - May 2010
HSBC June 2004 - August 2006
Medical Contracting Services, Inc. January 2002 - May 2004
Skills
Marketing, Sales, Online Advertising, Digital Marketing, Digital Media, PPC, Lead Generation, Email Marketing, Account Management, SEM, Salesforce.com, Strategic Partnerships, Social Media Marketing, New Business Development, SEO, Digital Strategy, Advertising, Marketing Strategy, Analytics, Advertising Sales, CRM, B2B, E-commerce, Social Media, Integrated Marketing, Social Networking, Business Development, Google Analytics, Online Marketing, Marketing Research, Affiliate Marketing, Competitive Analysis, Direct Marketing, Marketing Communications, New Media, Media Planning, Mobile Marketing, Web Analytics, Management, Mobile Advertising, Customer Acquisition, Leadership, Content Strategy, Interactive Marketing, Google Adwords, Web Marketing, Media Buying, Ad Networks, Display Advertising, Market Research
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Heritage High School 1996 — 2000
High School, Mathematics
HSBC Commercial Banking August 2014 - Present
HSBC November 2013 - August 2014
HSBC July 2013 - November 2013
Skills
Financial Analysis, Presentations, Case Studies, Credit Analysis, Lines Of Credit, Credit Risk, Credit, Financial Statement..., Financial Statements, Teaching, Data Analysis, Human Resources, Corporate Finance, Banking, Finance, Microsoft Excel, Commercial Banking, Loans, Analysis, PowerPoint
Education
University of Warwick 2012 — 2012
Finance, General, 3.5/4.0 GPA
University of California, Riverside 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of Cincinnati January 2002 - August 2005
HSBC January 1997 - April 2001
Education
University of Cincinnati 2004 — 2006
Master's degree, Human Resources Management/Personnel Administration, General
University of Cincinnati 2001 — 2004
Bachelor's degree, Business Administration and Management, General
Cisco Systems 2010 - 2014
Cisco 2005 - 2010
Cisco 2001 - 2005
Cisco 1997 - 2001
McKesson 1997 - 1997
HSBC 1994 - 1997
Microlink Systems, Inc. September 1990 - March 1994
Skills
Routing, Cisco Technologies, Testing, TCP/IP, Ethernet, Networking, Cloud Computing, QoS, SNMP, Routers, Wireless, Cisco IOS, IP, Linux, Network Architecture, Agile Methodologies, Switches, Leadership, Software Quality..., Agile Testing, IPv6, Smart Grid, Python, Security, Internet of Things, Team Building, Quality Assurance, Agile & Waterfall..., Agile Project Management, Cross-functional Team...
Education
University of California, Santa Cruz
Bachelors of Science, Computer Engineering
Wells Fargo September 2012 - Present
HSBC\Capital One March 2012 - September 2012
HSBC August 2010 - March 2012
University of California, Riverside September 2005 - November 2010
Skills
Time Series Analysis, Forecasting, Statistical Modeling, Predictive Modeling, Monte Carlo Simulation, Econometrics, Risk Management, Matlab, SAS/SQL, Eviews, Portfolio Management, SAS, Economics, Economic Research, Modeling, Data Analysis, SAS programming, Data Mining, Unix, Logistic Regression, Financial Risk, Statistics, Macroeconomics, Basel II, Quantitative Analytics, Microsoft Excel, Financial Modeling, R, Predictive Analytics, Credit Risk, Valuation, Factor Analysis, Segmentation, Analytics, VBA, Databases, Operations Research, Big Data, Stress Testing, Financial Analysis, Credit, Business Analytics
Education
University of California, Riverside 2005 — 2010
PhD, Economics
University of International Business and Economics 2002 — 2005
Master, Finance
University of International Business and Economics 1997 — 2001
Bachelor, Economics
HSBC November 2012 - July 2015
HSBC June 2010 - November 2012
King & Wood August 2010 - January 2011
Blue Boar UK Ltd October 2008 - July 2009
Skills
Mandarin, Anti Money Laundering, Banking, Commercial Banking, Chinese
Education
University of Cambridge 2006 — 2010
Bachelor of Arts (Honors), Chinese Studies
Benjamin Franklin High School 2002 — 2006
Ellie Mae, Inc. March 2010 - Present
UAL Corporation March 2007 - December 2010
HSBC 2005 - 2007
Micromuse 2001 - 2005
WR Hambrecht + Co 2000 - 2001
UBS Financial Services 1995 - 2000
Skills
Equities, Management, Financial Services, Start-ups, Executive Pay
Education
University of California, Santa Barbara 1990 — 1994
Acalanes High School 1985 — 1990
HSBC 1991 - Present
Education
University of Cambridge 1987 — 1991
PhD, Telecoms
Warbird Consulting Partners, LLC 2014 - Present
PMC Treasury 2013 - 2014
KGB_ (formerly InfoNXX) 2009 - 2012
GFI Group 2008 - 2009
HSBC 2005 - 2008
General Electric 1999 - 2004
Pan-American Life Insurance Company 1995 - 1999
Verizon (GTE Corporation) 1993 - 1995
Skills
Cash Management, Treasury Management, Corporate Finance, Banking, Liquidity Management, Working Capital..., Treasury, Credit, Capital Markets, Loans, Treasury Services, Cash Flow, Hedging, Global Cash Management, Banking Relationships, Relationship Management, Forecasting, Derivatives, Strategy, Financial Analysis, Risk Management, Financial Risk, Foreign Exchange Risk..., FX Options, Financial Modeling, Cash Flow Forecasting, Finance, Transactional Banking, Rating Agency Relations, Accounting, Investments, Mergers & Acquisitions, Leadership, Internal Controls, Fee, Business Networking, Acquisition Integration, Funding, Foreign Exchange, Business Development, Debt, FX, Liquidity Solutions, Global Treasury..., Bank Account Fee..., Valuation, Strategic Financial..., Private Equity, Restructuring, Credit Cards
Education
University of Hartford
MBA, Finance & Marketing
The University of Connecticut
BA, Economics
Paylocity April 2014 - Present
Service Tracking Systems May 2013 - April 2014
Breakthrough Technologies July 2012 - February 2013
Northwestern University January 2011 - June 2012
HSBC February 2003 - January 2011
TransUnion March 2001 - December 2002
Idea Integration 1998 - 2001
Loyola University Chicago 1990 - 1999
Midland Business Systems 1997 - 1998
Swissotel HR 1996 - 1997
Skills
Project Management, Project Portfolio..., Business Analysis, Program Management, Training, Project Planning, Strategy, Business Process..., MS Project, Software Project..., Visio, Team Leadership, Process Improvement, Certified Scrum Master..., RUP Methodologies, CMMI, Scrum, Change Management, PMP, Agile Project Management, Organizational..., Vendor Management, SharePoint, Business Process, Integration, Software Development, Product Development, Agile Methodologies, Business Intelligence, CRM, Quality Assurance, Cross-functional Team..., Leadership, Enterprise Architecture, Enterprise Software, E-commerce, Stakeholder Management, Management, Team Management, PMO, Project Delivery, Requirements Analysis, ERP, Executive Coaching
Education
CRR Global - Organization and Relationship Systems Coaching 2013 — 2014
Organization and Relationship Systems Coaching Certification, System Dynamics
Center for Nonviolent Communication 2013 — 2014
Transformation Coaching through Compassionate Communication
Coactive Coaching Institute 2013 — 2014
Certified Coach / CTI - Agility Transformation Focus, Coaching
Agile Coaching Institute 2013 — 2013
"Coaching Agile Teams" Certification, Agility Transformation - of the enterprise, teams, individuals
Agile Coaching Institute 2013 — 2013
"Agile Coaching Integration" Workshop, Agility Transformation!
Scrum Alliance 2012 — 2012
Scrum Master Certification, Scrum / Agile
Project Management Institute
PMP Certification
Vanderbilt University
M.A., Ph.D., World Religions
University of California, Riverside
B.A., Philosophy and Latin American Studies
Innovation Partners International 2011 — 2011
Workshop, Appreciative Inquiry for Organizational Learning
Capital One July 2013 - September 2015
HSBC North America 2008 - June 2013
HSBC June 2005 - October 2008
HSBC 2004 - 2005
Intuit 2002 - 2003
First USA 1999 - 2002
GE Capital Card Services (now operating as GE Money) 1991 - 1999
Skills
Change Management, Human Resources, Process Improvement, Employee Relations, Recruiting, Management, Strategy, Training, Talent Management, Succession Planning, Personnel Management, CRM, HR Policies, Team Building, Leadership, Vendor Management, Performance Management
Education
University of Cincinnati
BA, Personnel and Industrial Relations
University of Cincinnati
Bachelor of Arts (B.A.), Personnel and Industrial Relations
Charles Schwab February 2013 - Present
HSBC May 2010 - January 2013
FIS November 2006 - April 2010
PricewaterhouseCoopers 2006 - 2006
RedChip Companies 2005 - 2005
Entrust Administration Services 2005 - 2005
Skills
Private Banking, Financial Technology, Sales, Financial Analysis, Risk Management, Operational Risk..., Management, Retail Banking, Business Analysis, Operational Risk, Finance, Internal Audit, Business Process..., Executive Management, Financial Risk, Financial Services, Process Improvement, Portfolio Management, Financial Audits, Banking, Internal Controls
Education
University of Central Florida - College of Business Administration 2001 — 2005
Bachelors, Economics and Finance
RealtyTrac Inc. October 2004 - Present
Experian October 2003 - September 2004
HSBC February 2001 - September 2003
1Home1Loan.com May 2000 - January 2001
eCompanies July 1999 - April 2000
Skills
Affiliate Marketing, Web Analytics, Email Marketing, Social Media, Online Marketing, SEM, SEO, Media Buying, Organic Search, Lead Generation, Social Media Marketing, PPC, Digital Marketing, E-commerce, Analytics, Market Research, Marketing Strategy, Online Advertising, Customer Acquisition, Direct Marketing, Account Management, Competitive Analysis, Google Adwords, Advertising, Google Analytics, Marketing Research, Omniture, Interactive Marketing, Market Analysis, Strategic Planning, Negotiation, New Business Development, Strategic Partnerships, Digital Media, Telemarketing, Start-ups
Education
University of California, San Diego 1995 — 1999
B.A., Economics
Oracle February 2015 - Present
Education Services Group August 2009 - February 2015
Informatica January 2011 - January 2015
VMware August 2009 - January 2011
U.S. Bank October 2008 - August 2009
HSBC May 2005 - October 2008
Skills
Salesforce.com, Solution Selling, SaaS, Enterprise Software, Cloud Computing, Sales Management, Business Development, Business Intelligence, Sales Process, Demand Generation, Sales Enablement, Business Alliances, Professional Services, Cold Calling, Go-to-market Strategy, Software Industry, CRM, Channel Partners, Lead Generation, Strategic Partnerships, Direct Sales, Pre-sales, Partner Management, Leadership
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2009 — 2011
Bachelor of Science in Management (BSM), Business and Management
University of Cincinnati 2003 — 2006
Finance, General
HSBC May 2011 - Present
HSBC February 2010 - May 2011
CNH Capital April 2007 - November 2008
Qwest Communications November 2003 - April 2007
Qwest Communications July 2002 - November 2003
Qwest Communications April 2001 - July 2002
Qwest Communications September 1998 - April 2001
U S WEST June 1997 - September 1998
U S WEST April 1994 - June 1997
Skills
Process Improvement, Six Sigma, Strategic Planning, Vendor Management, Cross-functional Team..., Change Management, Project Management, Program Management, Telecommunications, Team Building, Leadership, Product Development, Business Analysis, Analysis, Management, Human Resources, Continuous Improvement, Lean Manufacturing, Executive Management, Budgets, Business Development, Risk Management, Contract Negotiation, Data Analysis, Integration, Strategy, Business Process..., CRM, Product Management, Management Consulting
Education
University of Denver - Daniels College of Business 1999 — 2000
MBA, Executive
University of Colorado Boulder 1989 — 1993
BSEE, Electrical Engineering
PayPal November 2011 - Present
Bill Me Later, Inc. February 2010 - December 2011
Veoh Networks December 2007 - February 2010
HSBC July 2001 - November 2007
HSBC Technology and Services 2001 - 2007
ConfirmNet June 2000 - July 2001
EORM 1997 - 2000
Skills
Data Modeling, Machine Learning, Data Warehousing, Analytics, Agile Methodologies, Business Intelligence, Oracle, SQL, Data Mining, Big Data, ETL, Java, Social Network Analysis, Perl, Requirements Analysis, Predictive Analytics, Hadoop, Data Analysis, Integration, Teradata, Cloud Computing, Database Design, Data Warehouse..., MySQL, XML, PL/SQL, Databases, Web Services, SQL Tuning, Enterprise Architecture, Web Applications, Scrum, Data Architecture, Unix, SDLC
Education
University of San Diego 2003 — 2006
MBA
UCSD 1994 — 1997
B.S.
JPMorgan Chase August 2014 - Present
JPMorgan Chase December 2011 - August 2014
Business School December 2008 - December 2010
HSBC January 2005 - November 2008
HSBC.com September 2003 - January 2005
JPMorgan Chase 2001 - 2003
JPMorgan - LabMorgan January 1997 - September 2001
Securities Industry Middleware Council 1998 - 2000
JPMorgan April 1995 - December 1997
JPMorgan 1992 - 1995
Skills
Mergers
Education
Rutgers Business School 2008 — 2010
MBA, Finance
University of Connecticut 1988 — 1992
BA
J.P. Morgan August 2015 - Present
J.P. Morgan February 2013 - July 2015
HSBC November 2012 - February 2013
JPMorgan Chase July 2011 - November 2012
Virtusa June 2011 - November 2012
Goldman Sachs August 2010 - May 2011
Deutsche Bank October 2008 - January 2010
SAYBROOK CAPITAL May 2004 - June 2007
Saybrook Capital July 2002 - May 2004
Skills
Strategic Planning, Financial Modeling, Private Equity, Finance, Portfolio Management, Business Analysis
Education
Villanova University 2011 — 2012
Master Certificate, Project Management
University of California, Riverside 1998 — 2003
BS, BUSINESS ADMINISTRATION
University of California, Riverside 1998 — 2003
BA, ECONOMICS
Chicago Transit Authority July 2014 - Present
Northeastern Illinois University August 2013 - June 2014
Chicago Transit Authority June 2013 - August 2013
Northeastern Illinois University Ronald Williams Library September 2011 - January 2013
Institute of Cultural Affairs June 2012 - August 2012
Chicago Tribune Media Group July 2010 - March 2012
HSBC February 2010 - June 2010
Exelon March 2009 - October 2009
Lantern Partners Executive Search Firm March 2008 - February 2009
Threshold Information Inc. September 2006 - March 2008
Skills
Account Management, Archives, Digital Image Processing, Metadata Management, Taxonomy, Research, Database Searching, ArcGIS, GIS software, Company Research, Executive Search, Editing, Usability, Community Outreach
Education
Northeastern Illinois University
Pursuing MA part-time
University of Illinois at Urbana-Champaign
M.S.
University of Cincinnati
B.A.
Angelica Corporation 2014 - Present
Forever Footprints (OC Walk to Remember) January 2014 - December 2014
Vitera Healthcare Solutions 2012 - 2013
mobileStorm 2009 - 2012
Starwood Vacation Ownership 2006 - 2008
Ameriquest Mortgage 2003 - 2006
HSBC 2002 - 2003
PETCO Animal Supplies, Inc. 2002 - 2002
Morgan Stanley 2000 - 2001
Media Arts Group, Inc. 1994 - 2000
Skills
Organizational..., Coaching, Succession Planning, Talent Management, Competency Mapping, B2B, Strategic Partnerships, Sales Management, Team Building, Strategic Planning, Consultative Selling, Team Management, Leadership Development, Business Strategy, Salesforce.com, Contract Negotiations, Mentoring, Executive Management, Change Management, Management Consulting, Selling, SaaS, Contract Negotiation, Product Management, Mobile Marketing, Project Management, Recruiting, Leadership, Strategy, Training, CRM, Marketing, New Business Development, Sales Process, Management, Sales, Operations Management, Performance Management
Education
Antioch University, Santa Barbara
Master of Arts (MA), Organizational Management
Antioch University, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Engineering
ACE, Inc. Project ManagerBunge Global Agribusiness2005 - Present
Bunge 2005 - Present
RBC Capital Markets 2015 - 2015
RBC Capital Markets 2015 - 2015
HSBC 1996 - 2005
Coopers & Lybrand L.L.P 1996 - 1998
Education
University of California, Los Angeles 1975 — 1981
HSBC April 2005 - Present
Capital Markets Credit Analysts Society, CMCAS August 1999 - Present
Risk Management Association NY Chapter August 1997 - Present
DEUTSCHE BANK September 1996 - April 2005
BNP Paribas March 1995 - September 1996
BNP Paribas April 1994 - March 1995
BNP Paribas March 1990 - April 1994
Skills
Derivatives, Series 63, Capital Markets, Credit Risk, Fixed Income, Hedge Funds, Credit, Financial Risk, Banking, Financial Services
Education
UCLA
Political Science/International Relations
HSBC NATIONAL BANK USA Business Banking SpecialistHSBCApril 2007 - Present
HSBC April 2007 - Present
Education
University of Connecticut 1997 — 1999
Credit Agricole CIB April 2014 - Present
Credit Agricole CIB August 2010 - April 2014
NewOak Capital July 2009 - August 2010
HSBC May 2003 - January 2008
WestLB AG March 2003 - May 2003
WestLB AG June 2001 - March 2003
Sanford C. Bernstein January 2001 - June 2001
The Alliance Group Consulting October 1998 - June 2000
Skills
Structuring, ABS, Fixed Income, Securitization, Real Estate Investor, Financial Markets, Investment Banking, Financial Structuring, Derivatives, Structured Finance, Portfolio Management, Loan Origination, Hedge Funds
Education
University of California, Santa Barbara 1996 — 2000
B.A., Business - Economics w/ Accounting Emphasis
Wells Fargo October 2012 - Present
HSBC Bank USA, N.A. August 2011 - April 2012
HSBC 2007 - September 2011
HSBC Bank Middle East Limited June 2003 - June 2007
Saudi British Bank (HSBC) August 2000 - June 2003
HSBC February 1998 - August 2000
HSBC September 1996 - February 1998
HSBC August 1994 - September 1996
HSBC July 1989 - August 1994
Union Bank of California May 1986 - July 1989
Skills
International Trade, Trade Finance, Trade Marketing, Risk Management, Banking, Supply Chain, Credit Risk, Trading, Commercial Banking, Retail Banking, Financial Risk, Portfolio Management, Investment Banking, Credit
Education
University of California, San Diego 1977 — 1982
Capital Markets (Capco) February 2014 - Present
HSBC February 2007 - February 2014
Cliffstar Corporation September 2004 - January 2007
Rich Products Corporation February 1997 - August 2004
Fantastix Ticketing July 1995 - February 1997
Skills
Business Analysis, Change Management, Process Improvement, Vendor Management, Project Management, Strategic Planning, Business Process, Business Process..., Risk Management, Banking, ITIL, Program Management, Visio, Management, Software Project..., Cloud Computing, Disaster Recovery, Information Technology, Strategy, Cross-functional Team...
Education
The University of Connecticut
HSBC December 2007 - January 2008
Education
University of California, San Diego 2003 — 2007
RSR GROUP July 2009 - Present
FDI November 2005 - November 2008
HSBC November 2003 - March 2004
Nova Information Systems June 2001 - July 2003
PaySys International May 1997 - June 2001
Computer Associates August 1996 - May 1997
Kirchman Corporation July 1995 - August 1996
Skills
COBOL, JCL, Mainframe, VSAM, Fileaid, SDLC, Requirements Gathering, Business Requirements, TSO, Requirements Analysis, User Acceptance Testing, IBM Mainframe, Credit Cards, MVS, Process Improvement, Business Analysis, Payment Systems, Endeavor, Debit Cards, Quality Center, Payments, ISPF, Software Development, Production Support, Payment Card Processing, System Testing, CICS, SQL
Education
University of Central Florida
HSBC August 2007 - May 2013
Skills
Retail Banking, Banking, Loans
Education
University of California, Santa Cruz
cupertino high shcool
Tendian Analytics May 2008 - Present
Hilco Receivables July 2007 - April 2008
HSBC August 2002 - July 2007
PricewaterhouseCoopers August 1997 - July 2001
Education
University of North Carolina at Chapel Hill 1984 — 1990
Ph.D, Mathematics
University of Cambridge 1980 — 1984
MS, BA, Mathematics
HSBC April 2009 - Present
HSBC July 2007 - March 2009
HSBC January 2002 - June 2007
HSBC November 1998 - December 2001
Home Savings of America 1997 - 1998
Great Western Bank 1996 - 1997
First Interstate Bank 1987 - 1996
Skills
Leadership, Vendor Management, Team Leadership, Strategy, Segmentation, Risk Management, Portfolio Management, Relationship Management, Information Management, Information Architecture, Financial Services, Financial Risk, Database Marketing, Credit Cards, Business Analytics, Analytics, Banking, Credit Risk, Program Management, CRM, Management
Education
University of California, Los Angeles 1981 — 1986
BA, Geography
Innova Mortgage Services, a dba of American Pacific Mtg Corp February 2013 - Present
Bank of America August 2011 - December 2012
HSBC April 2001 - August 2011
West Coast Furniture June 1994 - February 2001
Skills
Loss Mitigation, Credit, Banking, Sales Management, Insurance
Education
University of California, Riverside 1989 — 1993
BA, Business Administration
PayPal October 2010 - Present
Fairway Technologies February 2010 - October 2010
Sony Online Entertainment May 2009 - February 2010
Veoh Networks September 2008 - April 2009
HSBC Auto Finance March 2002 - September 2008
HSBC March 2002 - September 2008
Education
University of California, Los Angeles 1997 — 2001
BS, Applied Mathematics
HSBC August 2009 - Present
HSBC Auto Finance December 2007 - August 2009
Education
University of California, San Diego 1997 — 2005
HSBC August 2011 - Present
Skills
Lotus Notes
Education
University of California, Santa Cruz 2001 — 2003
Master, Computer
HSBC Senior Financial AnalystHospiraMarch 2003 - June 2007
Education
University of Colorado Denver 1993 — 1996
Bachelors of Science, Business Administration
Illumio October 2014 - Present
Riverbed Technology 2012 - October 2014
Riverbed Technology August 2010 - 2012
Brilliant Telecommunications (Acquired by Juniper Networks) February 2006 - August 2010
HSBC May 2005 - November 2005
Brass Ring (Acquired by IBM Corporation) March 2000 - June 2002
Luminous Networks (Acquired by Adtran, Inc.) February 2000 - February 2002
Silicon Magic Corporation 1997 - 2000
Skills
Strategic Sourcing, Talent Acquisitions, Start-ups, Manufacturing, Firmware, Hardware, Talent Acquisition, Technical Recruiting, Talent Management, Human Resources, Executive Search, Telecommunications, Sourcing, SaaS, Recruiting, Hiring, Interviews, New Hire Orientations, Security, Workforce Planning, Sales, Temporary Placement, Screening, Employee Relations, Leadership, Personnel Management, College Recruiting, Internet Recruiting, HRIS, Negotiation, Management, Benefits Negotiation, Resume Writing, Contract Recruitment, Screening Resumes, Networking, Employee Benefits, Marketing, Strategy, Deferred Compensation, Product Management, Vendor Management, Cold Calling, Succession Planning, SDLC, HR Consulting, Onboarding, Staffing Services, Performance Management, Employer Branding
Education
University of California, Santa Cruz
B.A., Psychology
HSBC October 2009 - Present
Herbert Smith May 2008 - April 2009
United Nations October 2007 - April 2008
Daiwa Anglo-Japanese Foundation 2006 - 2008
Demos 2002 - 2003
Skills
International Relations, Research, Policy Analysis, Politics
Education
University of Cambridge 2003 — 2006
MA (Hons), History
CommonWealth Opportunity Capital September 2012 - Present
Morgan Stanley June 2008 - September 2012
Morgan Stanley 2008 - 2008
HSBC June 2007 - September 2007
Sky News June 2006 - June 2007
Goldman Sachs April 2006 - May 2006
BBC November 2005 - April 2006
Skills
Hedge Funds, Investment Management, Investment Strategies, Securities, Derivatives
Education
University of Cambridge 2006 — 2009
Land Economy, Law, Economics, Environment, Finance
Durham
HSBC September 2011 - Present
Soleil Securities 2003 - June 2011
MarketXT 2000 - 2002
NSCC 1998 - 2000
Invesco Funds 1992 - 1997
Education
University of Colorado Denver 1993 — 1995
MBA
University of Colorado Boulder 1987 — 1991
BA
J.P. Morgan March 2009 - Present
Full Spectrum Lending December 2004 - November 2007
HSBC 2001 - 2004
Skills
Banking, Credit, Loans, Fixed Income, Equities, Investment Banking, Credit Analysis, Credit Risk, Financial Services, Relationship Management, Financial Analysis
Education
University of Central Florida 1998 — 2000
Bachelor of Science, Social Sciences
Satellite
HSBC September 2010 - September 2012
Skills
Wealth Management, Relationship Management, Retail Banking, Banking, Investments, Risk Management, Credit
Education
Institute of Financial Services 2006 — 2008
Applied Diploma in Retail Financial Services
University of Central Lancashire 1999 — 2003
BSc (Hons), International Tourism Management
JPMorgan Chase December 2013 - Present
JPMorgan Chase June 2010 - Present
HSBC June 2009 - July 2010
HSBC December 2007 - June 2009
HSBC March 2006 - December 2007
HSBC January 2005 - March 2006
Education
University of Cincinnati 1993 — 1997
BA, Communication
Heraeus September 2009 - December 2012
HSBC August 2007 - September 2009
Education
University of Colorado Boulder 2004 — 2007
BA, Economics
Blogger On Life January 2012 - Present
Sitel / Direct TV June 2010 - June 2013
HSBC July 2009 - June 2011
AT&T August 1984 - February 2009
AT&T 1994 - 2009
Skills
Call Center, Telecommunications, T1, Frame Relay, Telephony, Vendor Management, Computer Network..., SDLC, VoIP, WAN, PMP, Customer Satisfaction, Wireless, Cisco Technologies, Network Engineering, Technical Support, Customer Service, Unified Communications, Contact Centers, Team Building, Customer Experience, Sales, IP, Call Centers, LAN-WAN, Management, Customer Retention, Team Leadership, Leadership, Time Management, Troubleshooting, Service Delivery, Project Management, Networking, Operations Management, Human Resources, Call Center Development, Avaya, CRM, System Deployment, Data Center, Help Desk Support, Inbound Marketing, Wireless Networking, Telemarketing, Outsourcing, IVR, Routers, Cabling
Education
Central Missouri State University 1973 — 1976
University of Central Missouri 1973 — 1976
Communications
HSBC May 2015 - Present
JMP Securities August 2013 - April 2015
KKR January 2011 - August 2013
Provident Funding Associates L.P. September 2007 - January 2011
Skills
Financial Modeling, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Microsoft Office, Foreign Exchange, Trading, SAS, Stata, Alternative Assets, Wall Street, wall street office, Chinese
Education
University of Southern California
Master, Economics
University of California, Los Angeles
BA, Economics
Capital One May 2012 - Present
HSBC 2006 - May 2012
State Farm Insurance 2000 - 2006
Skills
Project Management, SDLC, Software Project..., Analysis, Requirements Gathering, Testing, Program Management, PMP
Education
University of Central Missouri 1996 — 2000
B.S.B.A, Computer Information Systems
HSBC Manager, Relationship OutreachAmerican Red CrossSeptember 2000 - May 2005
USAA April 1998 - September 2000
Education
University of Central Florida 1989 — 1993
Journalism, Public Relations, Advertising, Business
BNP Paribas August 2014 - Present
HSBC August 2010 - August 2014
Laurus Capital Management September 2007 - October 2009
Black Diamond Commercial Finance October 2005 - September 2007
GE Capital March 2003 - October 2005
GE Capital July 2000 - February 2003
Capital Markets / Bank Loan Group June 1999 - June 2000
UNITED TECHNOLOGY - OTIS ELEVATOR May 1998 - August 1998
Skills
Financial Modeling, Portfolio Management, Due Diligence, Loans, Structured Finance, Finance, Financial Analysis, Credit, Investments, Corporate Finance, Financial Risk, Credit Risk, Capital Markets, Credit Analysis
Education
University of Connecticut 1995 — 1999
BS, Finance
MidFirst Bank March 2011 - Present
JPMorgan Chase November 2008 - March 2011
HSBC May 2002 - November 2007
Skills
Loans, Banking, Commercial Banking, Credit, Mortgage Lending, Relationship Management, Underwriting, Investments, Sales Management, Finance, Insurance, Commercial Lending, Consumer Lending, Small Business Lending
Education
University of Central Oklahoma 1999 — 2001
Marketing
Carl Albert State College 1997 — 1998
Associates in Arts, Business
Ardmore High School 1991 — 1994
HSBC August 2012 - Present
HSBC August 1998 - July 2012
Prime Option - A Discover Financial Services Company September 1996 - August 1998
Experian 1991 - 1996
Education
University of Cambridge 1986 — 1989
BA, Part I: Engineering; Part II: Management Science
University of Cambridge 1986 — 1989
MA, Engineering
Capital One May 2012 - Present
HSBC February 2011 - July 2012
HSBC Card Services January 2008 - January 2011
HSBC Card Services January 2007 - January 2008
HSBC Card Services January 2006 - January 2007
HSBC Card Services January 2003 - January 2006
Household International June 2001 - January 2003
Skills
Database Marketing, P&L Management, Analytics, Innovative Problem..., Program Management, Operating Budgets, People Skills, Risk Management, Management, Marketing Strategy, Portfolio Management, Credit Cards, Customer Acquisition, Credit, Credit Risk, Financial Risk, Financial Services, Payments, Segmentation, Strategy
Education
UC Santa Cruz 2000 — 2002
MS Applied Economics and Finance, Economics, Statistics, Corporate Finance, Optimization, Asset Pricing
UC Santa Cruz 1997 — 2001
Bachelors of Economics, Economics, Statistics, Marketing, Corporate Finance, Accounting
Amtex Systems January 2013 - Present
Kotak Mahindra Bank August 2011 - January 2013
HSBC June 2008 - June 2009
ICICI October 2005 - May 2008
D E Shaw India Software Pvt Ltd February 2005 - October 2005
Skills
Retail Banking, Investment Banking, Credit, Banking, Relationship Management
Education
UCLA 2011 — 2011
Risk Analysis & Project Management
ICFAI Business School, India 2003 — 2005
MBA, Finance & Marketing
Flagship Credit Acceptance February 2014 - Present
M C U November 2008 - January 2014
HSBC June 1996 - October 2008
Skills
Credit, Profit, Automotive, Credit Analysis, Sales Management, Consultative Selling, Negotiation, Customer Relations, Business Strategy, Territory, Microsoft Office, Profitability, Solution Selling, Selling, Automobile, Loans, New Business Development, Vehicles, Subprime, Banking, Credit Risk, Problem Solving, Forecasting, Market Penetration, Sales Operations, Customer Service, Team Building, Finance, Risk Management, Customer Satisfaction, Operations Management, Call Centers, Process Improvement, Training, Leadership, B2B, Management, Business Development, Sales, Executive Management, Portfolio Management, Program Management, Sales Process, Cold Calling, Relationship Management, Financial Services, CRM, Business Planning, Account Management, Strategy
Education
University of Central Missouri
Bachelor of Science, Industrial Safety
Citigroup September 2014 - Present
HSBC September 2011 - September 2014
Mortgage Contracting Services February 2008 - September 2011
Skills
HUD, Foreclosures, REO, FHA, Operations Management, Process Improvement, Customer Service, Budgets, Short Sales, Leadership, Team Building, Strategic Planning, Analysis, Microsoft Excel, Negotiation, Contract Negotiation, Marketing, Selling, Loss Mitigation, Sales, Customer Satisfaction, Management, Recruiting, Vendor Management, Training, Mortgage Servicing, CRM, Banking, Loan Servicing, Finance
Education
University of Central Florida 2001 — 2005
Bachelor of Arts (B.A.), Psychology
HSBC 2014 - Present
MYRA Systems 2010 - 2013
BC Public Service 2009 - 2010
Skills
ITIL, IT Service Management, IT Management, Business Analysis, IT Strategy, PMP, Requirements Analysis, Requirements Gathering, Project Management, Project Planning, Stakeholder Analysis, Stakeholder Management
Education
University of Cape Town
M.Sc
NewYork-Presbyterian Hospital, Columbia University Medical Center June 2014 - Present
Emory University August 2009 - April 2010
HSBC September 2006 - November 2007
HSBC Securities June 2005 - August 2005
Skills
Data Analysis
Education
University of Chicago - The Pritzker School of Medicine 2010 — 2014
Doctor of Medicine (M.D.)
The University of Chicago 2002 — 2006
BA, Economics
HSBC October 2012 - Present
HSBC May 2011 - October 2012
HSBC January 2011 - May 2011
HSBC January 2002 - January 2011
Experian July 2000 - December 2001
Education
University of Connecticut 1993 — 1997
BS, Mathematics
HSBC December 2010 - March 2012
Bank of America August 2008 - October 2010
City of Seattle July 2009 - August 2009
Asia Enterprise Technology, Inc. July 2008 - August 2009
Stryker June 2007 - September 2007
UW Medicine June 2006 - October 2006
Virginia Mason Medical Center June 2004 - October 2004
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Analysis, Finance, Commercial Banking, Social Media, Accounting, Customer Service, Management, Time Management, Leadership, Project Management, Microsoft Excel
Education
University of Washington 2005 — 2010
Bachelor of Arts, International Studies: China Concentration
University of Cambridge 2004 — 2004
Bank of the West December 2008 - Present
Wells Fargo Bank August 2006 - December 2008
Wells Fargo Bank August 2004 - August 2006
HSBC May 1999 - August 2004
Skills
Risk Analytics, Banking, Risk Management, Basel II
Education
University of California, Santa Barbara 1993 — 1998
GBNG LLC. September 2009 - Present
Flushing Savings Bank October 2007 - November 2009
HSBC May 2000 - October 2003
Skills
Mergers, Financial Planning, Financial Reporting, Cash Management, Financial Analysis, Accounting, Financial Management, Investor Relations, Financial Modeling, Corporate Finance, Due Diligence, Cash Flow, Restructuring, Private Equity, Venture Capital, Risk Management, Budgeting, Tax, Forecasting, Strategic Planning, Investments, Treasury Management, Banking Relationships, Cash Flow Management, Working Capital..., Financial Accounting, Financial Operations, Valuation, Business Planning, Asset Management, Banking, Executive Management, Cash Flow Forecasting, Bank Relations, Start-ups, Capital, Financial Control
Education
Han Kuk University if International Study 2009 — 2011
Master of Business Administration (MBA), International Business
University of Colorado at Boulder
Bachelor of Science (BS), Mechanical Engineering
Flushing Bank August 2010 - Present
Bank Leumi October 2008 - July 2010
HSBC December 2007 - October 2008
Comerica Bank March 2000 - September 2005
Skills
Fluent in Portguese.
Education
UCLA 1997 — 2000
Bachelor of Science (BS), Business Economics
American Express April 2014 - Present
Accenture August 2013 - April 2014
American Express April 2012 - July 2013
Union Bank August 2011 - March 2012
HSBC August 2008 - July 2011
Skills
SAS, Statistical Modeling, Credit Risk, SAS programming, Predictive Modeling, Basel II, Data Mining, Risk Analytics, Portfolio Management, Risk Management, Time Series Analysis, Quantitative Analytics, Financial Modeling, Credit Cards, Analytics
Education
University of California, Los Angeles 2006 — 2008
Master's degree, Biostatistics
Zhejiang University 2000 — 2005
Bachelor's degree, Biomedical/Medical Engineering
Opera Solutions 2015 - Present
Crayola Asia Limited June 2014 - August 2014
TBWA July 2013 - August 2013
HSBC July 2012 - September 2012
Daily Bruin Marketing April 2012 - June 2012
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.)
Li Po Chun United World College of Hong Kong 2009 — 2011
International Baccalaureate Diploma
Shatin College 2004 — 2009
IGCSE/GCSE
HSBC November 2014 - Present
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Corporate Finance, Capital Markets, Banking
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science (BS), Finance
HSBC December 2014 - Present
HSBC June 2013 - December 2014
People's United Bank August 2009 - November 2012
People's United Bank February 2004 - August 2009
People's United Bank September 2001 - February 2004
Skills
Business Analysis, Banking, Visio, Risk Management, Requirements Gathering, Requirements Analysis, Process Improvement, Data Analysis, Data Warehousing, Vendor Management, Financial Analysis, CAMS, AML, System Administration, Agile Methodologies, Bank Secrecy Act, Fraud, Operational Risk, Retail Banking, Data Modeling, Finance, Financial Risk, OFAC, Financial Services, Operational Risk..., Anti Money Laundering, Credit Risk, Enterprise Risk...
Education
The University of Connecticut 1992 — 1996
Bachelor's degree, Resource Economics
Clayton November 2010 - Present
HSBC April 2000 - November 2010
Skills
Loans, Credit Analysis, Mortgage Banking, Credit, Mortgage Underwriting, Mortgage Lending, Underwriting, Funding, Analysis, Portfolio Management, Finance, Risk Management, Financial Risk, Loss Mitigation, Financial Audits
Education
University of Colorado at Denver
C.F.P.
University of South Florida
Business Management, Finance
Wells Fargo October 2013 - Present
Standard Chartered Bank 2008 - 2012
Wells Fargo September 2004 - June 2008
HSBC June 2000 - September 2004
JPMorgan Chase September 1998 - May 2000
Skills
Financial Risk, Credit, Credit Risk, Credit Analysis, Banking, Retail Banking, Commercial Banking, Portfolio Management, Operational Risk, Loans, Credit Cards, Basel II, Consumer Lending, Cross Selling, Operational Risk..., Trade Finance
Education
University of Cincinnati College of Business 1991 — 1996
Bachelor of Business Administration (BBA), Management Sciences and Quantitative Methods
HSBC April 2012 - June 2014
HSBC August 2010 - March 2012
Skills
Banking, Retail Banking, Credit, Credit Cards, Financial Services, Relationship Management, Commercial Banking, Customer Experience, Customer Service, Cross Selling, Microsoft Office, CFA Level 1 Candidate
Education
University of California, Riverside 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Capital One August 2013 - Present
Capital One May 2012 - August 2013
HSBC April 2010 - April 2012
HSBC February 2007 - April 2010
Skills
Business Analysis, Credit, Financial Risk, Requirements Analysis
Education
University of Cincinnati 2001 — 2004
Master's degree, Industrial Engineering