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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Zachary Stone Zachary Stone's HSBC Experience May 2015 - August 2015
Job Internal Audit Intern at HSBC
Industry Accounting
Experience
HSBC May 2015 - August 2015
Deloitte January 2014 - March 2014
Skills
Auditing, Client Relations Skills, Social Networking, Sales, Communication, Finance, Team Leadership, Management, Analysis, Marketing, Financial Accounting, Financial Reporting, Motivational Speaking, Data Analysis
Education
University of Southern California 2015 — 2016
Master’s Degree, Accounting
University of Connecticut 2011 — 2015
Bachelor’s Degree, Accounting
Institute at Palazzo Rucellai 2013 — 2013
European Business Administration/Management
HSBC May 2015 - August 2015
Deloitte January 2014 - March 2014
Skills
Auditing, Client Relations Skills, Social Networking, Sales, Communication, Finance, Team Leadership, Management, Analysis, Marketing, Financial Accounting, Financial Reporting, Motivational Speaking, Data Analysis
Education
University of Southern California 2015 — 2016
Master’s Degree, Accounting
University of Connecticut 2011 — 2015
Bachelor’s Degree, Accounting
Institute at Palazzo Rucellai 2013 — 2013
European Business Administration/Management
Samuel Shirley Samuel Shirley's HSBC Experience December 2006 - February 2011
Job Financial Professional Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2014 - Present
Colonial Life September 2013 - Present
Wells Fargo September 2012 - August 2013
Bank of America July 2011 - September 2012
HSBC December 2006 - February 2011
Wachovia, A Wells Fargo Company February 2003 - December 2006
Northwestern Mutual January 2003 - December 2003
Skills
Banking, Financial Services, Sales, Loans, Finance, Leadership, Management, New Business Development, Commercial Banking, Business Development, Insurance, Sales Management, Strategy, Commercial Lending, Credit, Cold Calling, Relationship Management, CRM, Selling, Cross Selling, Cash Management, Small Business Lending, Coaching, Retail Banking, Bank Relationship..., Key Account Management, Asset Based Lending, Salesforce.com, B2B, Needs Analysis, Treasury Management, Team Building, Mentoring, Consultative Selling, Customer Relations, Small Business, Underwriting, Commercial Mortgages, Lines Of Credit, Consumer Lending, Retirement Planning, Mortgage Lending, Life Insurance, Disability Insurance, Variable Annuities, Investments
Education
University of Connecticut 1995 — 1999
Economics
Prudential Financial March 2014 - Present
Colonial Life September 2013 - Present
Wells Fargo September 2012 - August 2013
Bank of America July 2011 - September 2012
HSBC December 2006 - February 2011
Wachovia, A Wells Fargo Company February 2003 - December 2006
Northwestern Mutual January 2003 - December 2003
Skills
Banking, Financial Services, Sales, Loans, Finance, Leadership, Management, New Business Development, Commercial Banking, Business Development, Insurance, Sales Management, Strategy, Commercial Lending, Credit, Cold Calling, Relationship Management, CRM, Selling, Cross Selling, Cash Management, Small Business Lending, Coaching, Retail Banking, Bank Relationship..., Key Account Management, Asset Based Lending, Salesforce.com, B2B, Needs Analysis, Treasury Management, Team Building, Mentoring, Consultative Selling, Customer Relations, Small Business, Underwriting, Commercial Mortgages, Lines Of Credit, Consumer Lending, Retirement Planning, Mortgage Lending, Life Insurance, Disability Insurance, Variable Annuities, Investments
Education
University of Connecticut 1995 — 1999
Economics
Todd Andersen-Davis Todd Andersen-Davis's HSBC Experience January 2006 - April 2009
Job Fund Manager at Florida Institute for the Commercialization of Public Research
Industry Accounting
Experience
Florida Institute for the Commercialization of Public Research September 2014 - Present
University of Florida August 2013 - September 2014
University of Florida January 2011 - August 2013
University of Florida April 2010 - January 2011
Regions Bank April 2009 - April 2010
HSBC January 2006 - April 2009
Skills
Management, Payroll, Accounts Receivable, Account Reconciliation, Customer Service, Research, Invoicing, Sales, Purchasing, Grants, Data Analysis, Nonprofits, Higher Education, Fundraising, Proposal Writing, Budgets, Strategic Planning, Finance, Public Speaking, Microsoft Office
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA), Executive track, Business
University of Florida 1999 — 2003
BA, Religion
University of Florida 1999 — 2003
BA, Political Science
UCHS
Florida Institute for the Commercialization of Public Research September 2014 - Present
University of Florida August 2013 - September 2014
University of Florida January 2011 - August 2013
University of Florida April 2010 - January 2011
Regions Bank April 2009 - April 2010
HSBC January 2006 - April 2009
Skills
Management, Payroll, Accounts Receivable, Account Reconciliation, Customer Service, Research, Invoicing, Sales, Purchasing, Grants, Data Analysis, Nonprofits, Higher Education, Fundraising, Proposal Writing, Budgets, Strategic Planning, Finance, Public Speaking, Microsoft Office
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA), Executive track, Business
University of Florida 1999 — 2003
BA, Religion
University of Florida 1999 — 2003
BA, Political Science
UCHS
Adam McFee's HSBC Experience 2000 - 2003
Job Regional Sales Center Manager at Carrington Mortgage Services, Mortgage Lending Division
Industry Financial Services
Experience
Carrington Mortgage Services, Mortgage Lending Division September 2015 - Present
Bank of America January 2011 - September 2015
Capture Financial 2009 - 2010
Equifirst 2006 - 2008
Countrywide 2004 - 2006
HSBC 2000 - 2003
US Army November 1989 - November 1993
Skills
Process Improvement, Leadership, Operations Management, Microsoft Excel, Contract Negotiation, Banking, Project Planning, Sales Operations, Management, Call Centers, Business Development, Sales, Loans, Sales Process, Recruiting, Start-ups, Analysis, Strategy, Strategic Planning, Mortgage Banking
Education
University of Florida
Associate
Carrington Mortgage Services, Mortgage Lending Division September 2015 - Present
Bank of America January 2011 - September 2015
Capture Financial 2009 - 2010
Equifirst 2006 - 2008
Countrywide 2004 - 2006
HSBC 2000 - 2003
US Army November 1989 - November 1993
Skills
Process Improvement, Leadership, Operations Management, Microsoft Excel, Contract Negotiation, Banking, Project Planning, Sales Operations, Management, Call Centers, Business Development, Sales, Loans, Sales Process, Recruiting, Start-ups, Analysis, Strategy, Strategic Planning, Mortgage Banking
Education
University of Florida
Associate
John Chen's HSBC Experience October 2013 - November 2014
Job AVP Premier Relationship Manager at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
HSBC Retail Banking and Wealth Management November 2014 - Present
HSBC October 2013 - November 2014
Huawei June 2011 - August 2011
Manpower August 2005 - July 2010
Skills
Microsoft Office, HR Consulting, Chinese, Data Mining, Project Management, Banking, retail banking, Peachtree, Mandarin, CRM, Analysis, Business Analysis
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
MBA, IT Management
Air Force Engineering University 2001 — 2005
Bachelor, Electrical and Electronics Engineering
HSBC Retail Banking and Wealth Management November 2014 - Present
HSBC October 2013 - November 2014
Huawei June 2011 - August 2011
Manpower August 2005 - July 2010
Skills
Microsoft Office, HR Consulting, Chinese, Data Mining, Project Management, Banking, retail banking, Peachtree, Mandarin, CRM, Analysis, Business Analysis
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
MBA, IT Management
Air Force Engineering University 2001 — 2005
Bachelor, Electrical and Electronics Engineering
Jiaying Wang's HSBC Experience January 2011 - February 2011
Job Global Marketing Strategy Intern at Walt Disney Parks and Resorts
Industry Marketing and Advertising
Experience
Disneyland Resort January 2015 - July 2015
Front Street Commercial Real Estate Group May 2014 - August 2014
Shanghai Pacific Electronic Consultant Co., Ltd September 2011 - July 2013
Royal Caribbean Cruises, Ltd. September 2009 - May 2012
HSBC January 2011 - February 2011
Roche Pharmaceuticals July 2010 - August 2010
Shanghai Pacific World Co. Lt May 2010 - July 2010
Skills
Microsoft Office, Marketing Strategy, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Word, Microsoft Excel, Event Management, English, Customer Service, Strategic Planning, Research, Outlook, Photoshop, Hootsuite, Squarespace, loopnet, Negotiation
Education
University of Florida 2013 — 2015
Master of Science (M.S.), Managemet
Shanghai University of International Business and Economics 2009 — 2013
Bachelor's degree, Business English
Disneyland Resort January 2015 - July 2015
Front Street Commercial Real Estate Group May 2014 - August 2014
Shanghai Pacific Electronic Consultant Co., Ltd September 2011 - July 2013
Royal Caribbean Cruises, Ltd. September 2009 - May 2012
HSBC January 2011 - February 2011
Roche Pharmaceuticals July 2010 - August 2010
Shanghai Pacific World Co. Lt May 2010 - July 2010
Skills
Microsoft Office, Marketing Strategy, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Word, Microsoft Excel, Event Management, English, Customer Service, Strategic Planning, Research, Outlook, Photoshop, Hootsuite, Squarespace, loopnet, Negotiation
Education
University of Florida 2013 — 2015
Master of Science (M.S.), Managemet
Shanghai University of International Business and Economics 2009 — 2013
Bachelor's degree, Business English
Kristen Ricci Kristen Ricci's HSBC Experience 2004 - 2006
Job Owner at ShopTheWag.com
Industry Retail
Experience
ShoptheWag.com January 2011 - Present
PetEdge December 2006 - September 2010
HSBC 2004 - 2006
Skills
Customer Service, Retail, Sales, Sales Management, Social Media, Marketing, Merchandising, New Business Development, Management, Account Management, Advertising, Negotiation
Education
University of Delaware 2000 — 2004
Bachelor of Arts (BA)
Somerville High School
ShoptheWag.com January 2011 - Present
PetEdge December 2006 - September 2010
HSBC 2004 - 2006
Skills
Customer Service, Retail, Sales, Sales Management, Social Media, Marketing, Merchandising, New Business Development, Management, Account Management, Advertising, Negotiation
Education
University of Delaware 2000 — 2004
Bachelor of Arts (BA)
Somerville High School
Randy Pulayya Randy Pulayya's HSBC Experience June 2007 - December 2008
Job Account Executive at UPS
Industry Logistics and Supply Chain
Experience
UPS December 2014 - Present
REAL New York April 2014 - August 2014
Vietnam-USA Society of English Language Centers October 2010 - December 2013
VP Exports Inc April 2011 - July 2013
Ulsan Ministry of Education EPIK August 2009 - August 2010
Avectra December 2008 - July 2009
HSBC June 2007 - December 2008
Skills
New Business Development, Manage Client..., Market Research, International Sales, Following Up, Sales, Building Relationships, Exceed Sales Goals, Global Sourcing, Wholesale, International Business, Private Label, Sourcing, Entrepreneurship, Negotiation, Manufacturing, Social Networking, Multi-channel Retail, Business Networking, Account Management, Account Executives, Business Development, Referrals, Self-driven, Emerging Markets, Business Strategy, Key Account Development, Adaptability, Client Focus, Pipeline Management, New Business..., Cross Selling, Exceeding Quotas, Salesforce.com, Cross Cultural..., Global Business..., Client Presentation, Client Relations, Business Travel, International Business..., Management, Microsoft Excel, PowerPoint, CPG Sales, Data Analysis, Sales Presentations, strat, MS Excel Pivot Tables, pres, Creative Solutions
Education
University of Florida 2005 — 2007
BA, Advertising
University of Florida 2005 — 2007
Bachelor of Arts, Advertising
UPS December 2014 - Present
REAL New York April 2014 - August 2014
Vietnam-USA Society of English Language Centers October 2010 - December 2013
VP Exports Inc April 2011 - July 2013
Ulsan Ministry of Education EPIK August 2009 - August 2010
Avectra December 2008 - July 2009
HSBC June 2007 - December 2008
Skills
New Business Development, Manage Client..., Market Research, International Sales, Following Up, Sales, Building Relationships, Exceed Sales Goals, Global Sourcing, Wholesale, International Business, Private Label, Sourcing, Entrepreneurship, Negotiation, Manufacturing, Social Networking, Multi-channel Retail, Business Networking, Account Management, Account Executives, Business Development, Referrals, Self-driven, Emerging Markets, Business Strategy, Key Account Development, Adaptability, Client Focus, Pipeline Management, New Business..., Cross Selling, Exceeding Quotas, Salesforce.com, Cross Cultural..., Global Business..., Client Presentation, Client Relations, Business Travel, International Business..., Management, Microsoft Excel, PowerPoint, CPG Sales, Data Analysis, Sales Presentations, strat, MS Excel Pivot Tables, pres, Creative Solutions
Education
University of Florida 2005 — 2007
BA, Advertising
University of Florida 2005 — 2007
Bachelor of Arts, Advertising
Hanna Hwang Hanna Hwang's HSBC Experience July 2007 - June 2008
Job Tax Intern at Prologis
Industry Accounting
Experience
Prologis December 2014 - May 2015
Schroders June 2007 - December 2009
HSBC July 2007 - June 2008
Skills
Finance, Financial Reporting, Bloomberg Terminal, Valuation, Financial Analysis, Corporate Finance, Asset Management, Fixed Income, Investments, Mutual Funds, Financial Markets, Income Tax, Partnership Taxation, Tax Accounting
Education
University of Denver - Daniels College of Business 2014 — 2015
Master's degree
Prologis December 2014 - May 2015
Schroders June 2007 - December 2009
HSBC July 2007 - June 2008
Skills
Finance, Financial Reporting, Bloomberg Terminal, Valuation, Financial Analysis, Corporate Finance, Asset Management, Fixed Income, Investments, Mutual Funds, Financial Markets, Income Tax, Partnership Taxation, Tax Accounting
Education
University of Denver - Daniels College of Business 2014 — 2015
Master's degree
Amanda Mucha Amanda Mucha's HSBC Experience 2005 - 2008
Job Associate Business Analyst
Industry Financial Services
Experience
Adecco Staffing, USA December 2013 - February 2014
Capital One 2008 - October 2013
HSBC 2005 - 2008
HSBC 1998 - 2005
HSBC July 1997 - 1998
Skills
Microsoft Office, eWFM, PeopleSoft, Payroll, Call Centers, Analysis, Time Management, Customer Service, Workforce Management, Lotus Notes, Forecasting, Software Documentation, Performance Management, Banking, Training, Change Management, Outlook, Administration
Education
Wesley College 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Delaware 1993 — 1997
Bachelor of Science (BS), Agriculture, General
Adecco Staffing, USA December 2013 - February 2014
Capital One 2008 - October 2013
HSBC 2005 - 2008
HSBC 1998 - 2005
HSBC July 1997 - 1998
Skills
Microsoft Office, eWFM, PeopleSoft, Payroll, Call Centers, Analysis, Time Management, Customer Service, Workforce Management, Lotus Notes, Forecasting, Software Documentation, Performance Management, Banking, Training, Change Management, Outlook, Administration
Education
Wesley College 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Delaware 1993 — 1997
Bachelor of Science (BS), Agriculture, General
Jhonathan Urena Jhonathan Urena's HSBC Experience January 2005 - Present
Job Snr Business System Analyst at HSBC
Industry Financial Services
Experience
HSBC January 2005 - Present
HSBC 2010 - 2013
HSBC 2009 - 2010
Skills
Microsoft SQL Server, Oracle PL/SQL..., Visual Basic, UML, Credit Bureau, Visio, DB2, Visual Studio, Oracle SQL Developer, Automation, SQL, Java, Microsoft Office, Business Analysis, Desktop Application..., Application Architecture, eWFM, HTML, Call Center Development, Workforce Management, Call Center Architecture, XML Schema, C++, Spanish-English, SAS, Risk Management, Credit Card Analytics, Banking, Mortgage Lending, Analysis, Project Management, Systems Analysis, Requirements Gathering, Business Requirements, User Acceptance Testing, Data Modeling, Data Warehousing, Programming, Crystal Reports, Database Design, Call Centers, Requirements Analysis, PL/SQL, Functional..., Business Objects, Mainframe, Cognos, T-SQL, Credit Cards, Oracle
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Information Technology
HSBC January 2005 - Present
HSBC 2010 - 2013
HSBC 2009 - 2010
Skills
Microsoft SQL Server, Oracle PL/SQL..., Visual Basic, UML, Credit Bureau, Visio, DB2, Visual Studio, Oracle SQL Developer, Automation, SQL, Java, Microsoft Office, Business Analysis, Desktop Application..., Application Architecture, eWFM, HTML, Call Center Development, Workforce Management, Call Center Architecture, XML Schema, C++, Spanish-English, SAS, Risk Management, Credit Card Analytics, Banking, Mortgage Lending, Analysis, Project Management, Systems Analysis, Requirements Gathering, Business Requirements, User Acceptance Testing, Data Modeling, Data Warehousing, Programming, Crystal Reports, Database Design, Call Centers, Requirements Analysis, PL/SQL, Functional..., Business Objects, Mainframe, Cognos, T-SQL, Credit Cards, Oracle
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Information Technology
Daniel Iglesia Daniel Iglesia's HSBC Experience September 2001 - February 2004
Job Branch Manager at Christensen Financial Inc.
Industry Banking
Experience
Christensen Financial Inc. February 2014 - Present
Foundation Financial Group January 2005 - February 2014
Countrywide March 2004 - December 2004
HSBC September 2001 - February 2004
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Jumbo Mortgage, FHA financing, VA loans, First Time Home Buyers, Business Process..., Refinance, FHA
Education
University of Florida 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Christensen Financial Inc. February 2014 - Present
Foundation Financial Group January 2005 - February 2014
Countrywide March 2004 - December 2004
HSBC September 2001 - February 2004
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Jumbo Mortgage, FHA financing, VA loans, First Time Home Buyers, Business Process..., Refinance, FHA
Education
University of Florida 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Yunqi Liu Yunqi Liu's HSBC Experience July 2010 - September 2010
Job MBA Student at University of Dayton
Industry
Experience
Peking GoodMedia Group July 2012 - August 2012
HSBC July 2010 - September 2010
Huameigezha Co., Ltd July 2008 - October 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning, German, Operations Management, Private Banking, Marketing Strategy, Marketing Research, Project Coordination
Education
University of Dayton 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.50
Zhejiang University 2007 — 2011
Bachelor of Science (BS), German Studies, 3.64
Peking GoodMedia Group July 2012 - August 2012
HSBC July 2010 - September 2010
Huameigezha Co., Ltd July 2008 - October 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Public Speaking, Strategic Planning, German, Operations Management, Private Banking, Marketing Strategy, Marketing Research, Project Coordination
Education
University of Dayton 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.50
Zhejiang University 2007 — 2011
Bachelor of Science (BS), German Studies, 3.64
Sylena Street's HSBC Experience July 2011 - October 2012
Job OFAC/AML Compliance And Risk Management Specialist
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Capital One October 2012 - May 2014
HSBC July 2011 - October 2012
HSBC December 2009 - July 2011
Regulatory DataCorp. December 2007 - October 2009
Barclays January 2006 - December 2007
Barclays 2004 - 2006
Skills
Certified Anti-Money..., USA PATRIOT Act, Bank Secrecy Act, Retail Banking, Banking, Compliance, Consulting, OFAC, Correspondent Banking, CTR, SAR, Internal Audit, Due Diligence, AML, KYC, Financial Risk, Financial Institutions, Operational Risk, Anti Money Laundering, Credit Cards, Training, Private Banking, Financial Regulation, Sanction, Financial Services, FINRA, Fraud Detection, Credit Risk, Risk Management, Credit, Risk Analysis, Operational Risk..., Enterprise Risk..., Compliance Training, Risk Assessment, Financial Transactions, Branch Banking, Regulations, Investigation, Portfolio Management, Private Investigations, Securities, Payments, Consumer Lending, Debit Cards, Commercial Banking, Dodd-Frank, Commercial Lending, Loans, Loss Mitigation
Education
University of Delaware
Political Science and Government
Wells Fargo April 2014 - Present
Capital One October 2012 - May 2014
HSBC July 2011 - October 2012
HSBC December 2009 - July 2011
Regulatory DataCorp. December 2007 - October 2009
Barclays January 2006 - December 2007
Barclays 2004 - 2006
Skills
Certified Anti-Money..., USA PATRIOT Act, Bank Secrecy Act, Retail Banking, Banking, Compliance, Consulting, OFAC, Correspondent Banking, CTR, SAR, Internal Audit, Due Diligence, AML, KYC, Financial Risk, Financial Institutions, Operational Risk, Anti Money Laundering, Credit Cards, Training, Private Banking, Financial Regulation, Sanction, Financial Services, FINRA, Fraud Detection, Credit Risk, Risk Management, Credit, Risk Analysis, Operational Risk..., Enterprise Risk..., Compliance Training, Risk Assessment, Financial Transactions, Branch Banking, Regulations, Investigation, Portfolio Management, Private Investigations, Securities, Payments, Consumer Lending, Debit Cards, Commercial Banking, Dodd-Frank, Commercial Lending, Loans, Loss Mitigation
Education
University of Delaware
Political Science and Government
James W Priester James W Priester's HSBC Experience May 2004 - May 2012
Job Department Operations Manager at Capital One
Industry Financial Services
Experience
Capital One May 2012 - Present
New Destiny Fellowship 2000 - Present
HSBC May 2004 - May 2012
Household International January 2000 - April 2004
Household International June 1999 - December 1999
Beneficial Bank January 1998 - June 1999
Beneficial Bank September 1989 - December 1997
Skills
Credit, Credit Cards, Operations Management, Call Center, Vendor Management, Program Management, Strategic Planning, Call Centers, Strategy, Marketing, Performance Management, Change Management, Leadership
Education
University of Delaware 1984 — 1989
BS Business Administration
FAME Engineering Prep School 1978 — 1984
Graduate
Claymont
Capital One May 2012 - Present
New Destiny Fellowship 2000 - Present
HSBC May 2004 - May 2012
Household International January 2000 - April 2004
Household International June 1999 - December 1999
Beneficial Bank January 1998 - June 1999
Beneficial Bank September 1989 - December 1997
Skills
Credit, Credit Cards, Operations Management, Call Center, Vendor Management, Program Management, Strategic Planning, Call Centers, Strategy, Marketing, Performance Management, Change Management, Leadership
Education
University of Delaware 1984 — 1989
BS Business Administration
FAME Engineering Prep School 1978 — 1984
Graduate
Claymont
Nilotpal Das Nilotpal Das's HSBC Experience December 2006 - February 2008
Job Manager, Scoring, Credit Risk at President's Choice Financial
Industry Banking
Experience
President's Choice Financial September 2014 - Present
Royal Bank of Canada August 2010 - September 2014
Royal Bank of Canada August 2008 - August 2010
HSBC December 2006 - February 2008
Infosys BPO June 2006 - November 2006
@Futures LLC September 2005 - January 2006
Hood College August 2004 - July 2005
Skills
Analytics, SAS, Banking, Analysis, Credit Cards, Predictive Modeling, Statistics, Business Analysis, Risk Management
Education
University of Delaware
Doctor of Philosophy (PhD), Economics
President's Choice Financial September 2014 - Present
Royal Bank of Canada August 2010 - September 2014
Royal Bank of Canada August 2008 - August 2010
HSBC December 2006 - February 2008
Infosys BPO June 2006 - November 2006
@Futures LLC September 2005 - January 2006
Hood College August 2004 - July 2005
Skills
Analytics, SAS, Banking, Analysis, Credit Cards, Predictive Modeling, Statistics, Business Analysis, Risk Management
Education
University of Delaware
Doctor of Philosophy (PhD), Economics
Mark(QIUMING) HE Mark(QIUMING) HE's HSBC Experience December 2012 - February 2013
Job Student at University of Delaware
Industry Information Technology and Services
Experience
Condé Nast June 2015 - Present
University of Delaware August 2012 - December 2013
Stowers Institute for Medical Research June 2013 - August 2013
HSBC December 2012 - February 2013
Skills
Statistics, SAS, Modeling, Data Analysis, Research, C++, Matlab, JMP, Qualtrics, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Public Speaking, Java, MySQL, Data Mining, R
Education
University of Delaware 2014 — 2016
Master of Science (M.S.), Statistics
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Statistics
Condé Nast June 2015 - Present
University of Delaware August 2012 - December 2013
Stowers Institute for Medical Research June 2013 - August 2013
HSBC December 2012 - February 2013
Skills
Statistics, SAS, Modeling, Data Analysis, Research, C++, Matlab, JMP, Qualtrics, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Public Speaking, Java, MySQL, Data Mining, R
Education
University of Delaware 2014 — 2016
Master of Science (M.S.), Statistics
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Statistics
Neil Goudge Neil Goudge's HSBC Experience April 2014 - July 2014
Job PMO Lead at US Bank
Industry Management Consulting
Experience
US Bank August 2014 - Present
Rapid Effects Ltd May 2003 - Present
HSBC April 2014 - July 2014
HSBC October 2013 - April 2014
HSBC June 2013 - September 2013
HSBC January 2013 - May 2013
HSBC June 2012 - December 2012
Sainsbury's August 2011 - June 2012
Lloyds Banking Group May 2010 - August 2011
The Co-operative Bank plc January 2010 - April 2010
Skills
Change Management, Program Management, Project Management, PRINCE2, Programme, Stakeholder Management, Business Process..., PMO, Project Delivery, IT Strategy, Business Analysis, Risk Management, Business Process, Business Transformation, Solution Architecture, Project Portfolio..., Team Leadership, Governance, Leadership, Management, Data Migration, Testing, Business Continuity, Start-ups
Education
University of Derby 1988 — 1990
DMS, Diploma in Management Studies
University of Derby 1983 — 1987
BSc (Hons), Power Engineering
Bury Grammar School 1975 — 1983
US Bank August 2014 - Present
Rapid Effects Ltd May 2003 - Present
HSBC April 2014 - July 2014
HSBC October 2013 - April 2014
HSBC June 2013 - September 2013
HSBC January 2013 - May 2013
HSBC June 2012 - December 2012
Sainsbury's August 2011 - June 2012
Lloyds Banking Group May 2010 - August 2011
The Co-operative Bank plc January 2010 - April 2010
Skills
Change Management, Program Management, Project Management, PRINCE2, Programme, Stakeholder Management, Business Process..., PMO, Project Delivery, IT Strategy, Business Analysis, Risk Management, Business Process, Business Transformation, Solution Architecture, Project Portfolio..., Team Leadership, Governance, Leadership, Management, Data Migration, Testing, Business Continuity, Start-ups
Education
University of Derby 1988 — 1990
DMS, Diploma in Management Studies
University of Derby 1983 — 1987
BSc (Hons), Power Engineering
Bury Grammar School 1975 — 1983
Jonathan (Yang) Wang Jonathan (Yang) Wang's HSBC Experience June 2014 - June 2015
Job Relationship Manager at CreditEase
Industry Education Management
Experience
CreditEase July 2015 - Present
HSBC June 2014 - June 2015
HoMedics January 2013 - November 2013
University of Detroit Mercy January 2011 - December 2012
Skills
Microsoft Word, Analytical problem..., PowerPoint, Research, Cross-cultural..., Microsoft Excel, JD Edwards, PKMS, Sterling Commerce, GXS Catalogue, Financial Analysis, Leadership, Process Improvement, Analysis, Problem Solving, Accounting, Data Analysis, Management, Microsoft PowerPoint
Education
University of Detroit Mercy 2010 — 2012
Master of Business Administration (MBA), 3.9
University of Nottingham Ningbo China 2006 — 2010
Bachelor of Arts (BA), International Business Management
CreditEase July 2015 - Present
HSBC June 2014 - June 2015
HoMedics January 2013 - November 2013
University of Detroit Mercy January 2011 - December 2012
Skills
Microsoft Word, Analytical problem..., PowerPoint, Research, Cross-cultural..., Microsoft Excel, JD Edwards, PKMS, Sterling Commerce, GXS Catalogue, Financial Analysis, Leadership, Process Improvement, Analysis, Problem Solving, Accounting, Data Analysis, Management, Microsoft PowerPoint
Education
University of Detroit Mercy 2010 — 2012
Master of Business Administration (MBA), 3.9
University of Nottingham Ningbo China 2006 — 2010
Bachelor of Arts (BA), International Business Management
Tom and Donna Pease Tom and Donna Pease's HSBC Experience April 1996 - January 2007
Job Making Dreams Real
Industry Restaurants
Experience
Blue Lantern Lounge June 2006 - Present
Realty USA September 2014 - Present
Coldwell Banker 2009 - September 2014
HSBC April 1996 - January 2007
Mandalay Bay 2002 - 2005
Santa Lucia Preserve 2002 - 2002
Restaurant at Mission Ranch 2000 - 2002
Pacific Edge Restaurant, Highland's Inn 1998 - 2000
Pebble Beach Company December 1996 - December 1998
Skills
Customer Service, Menu Development, Fine Dining, Real Estate, Wine, Cuisine, Sales, Time Management, Restaurants, Luxury, Entertainment, Customer Satisfaction, Relocation, Condos, New Home Sales, First Time Home Buyers, Referrals
Education
University of Delaware 1981 — 1986
Bachelor of Applied Science (B.A.Sc.), Criminal Justice
Blue Lantern Lounge June 2006 - Present
Realty USA September 2014 - Present
Coldwell Banker 2009 - September 2014
HSBC April 1996 - January 2007
Mandalay Bay 2002 - 2005
Santa Lucia Preserve 2002 - 2002
Restaurant at Mission Ranch 2000 - 2002
Pacific Edge Restaurant, Highland's Inn 1998 - 2000
Pebble Beach Company December 1996 - December 1998
Skills
Customer Service, Menu Development, Fine Dining, Real Estate, Wine, Cuisine, Sales, Time Management, Restaurants, Luxury, Entertainment, Customer Satisfaction, Relocation, Condos, New Home Sales, First Time Home Buyers, Referrals
Education
University of Delaware 1981 — 1986
Bachelor of Applied Science (B.A.Sc.), Criminal Justice
Kontessa Graham Kontessa Graham's HSBC Experience August 2010 - February 2012
Job Analyst III, Store Development at TMobile
Industry Financial Services
Experience
T-Mobile May 2012 - Present
HSBC August 2010 - February 2012
Ford Motor Credit Company November 2007 - March 2009
Aerotek September 2006 - November 2007
AIM Trimark Investments December 2004 - May 2006
Skills
Customer Service, Excel, Word, Access, PowerPoint, Corporate Communications, Internal Communications, Resume Writing, Account Management, Analysis, Data Analysis, Customer Relations, Retail, Reporting & Analysis, Microsoft Excel, Budgets, Team Building, Sales, Microsoft Word, Accounting, Strategic Planning, Management, Cross-functional Team..., Vendor Management
Education
University of Denver 2000 — 2004
BSBA, Finance/Marketing
T-Mobile May 2012 - Present
HSBC August 2010 - February 2012
Ford Motor Credit Company November 2007 - March 2009
Aerotek September 2006 - November 2007
AIM Trimark Investments December 2004 - May 2006
Skills
Customer Service, Excel, Word, Access, PowerPoint, Corporate Communications, Internal Communications, Resume Writing, Account Management, Analysis, Data Analysis, Customer Relations, Retail, Reporting & Analysis, Microsoft Excel, Budgets, Team Building, Sales, Microsoft Word, Accounting, Strategic Planning, Management, Cross-functional Team..., Vendor Management
Education
University of Denver 2000 — 2004
BSBA, Finance/Marketing
Amelia McMahon Amelia McMahon's HSBC Experience December 2012 - Present
Job Sr. Compliance Officer at HSBC
Industry Financial Services
Experience
HSBC December 2012 - Present
HSBC February 2005 - December 2012
Skills
AML, Banking, Compliance, Financial Risk, KYC, Securities, Credit Cards, Operational Risk, Portfolio Management, Anti Money Laundering, Relationship Management, Credit Risk, Customer Service, Financial Analysis, Risk Management
Education
Wilmington University 2007 — 2010
MBA - Business Administration, Business Administration and Management, General
University of Delaware 1998 — 2003
Bachelor's degree, Leadership and Consumer Economics
University of Delaware 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Leadership and Consumer Economics
HSBC December 2012 - Present
HSBC February 2005 - December 2012
Skills
AML, Banking, Compliance, Financial Risk, KYC, Securities, Credit Cards, Operational Risk, Portfolio Management, Anti Money Laundering, Relationship Management, Credit Risk, Customer Service, Financial Analysis, Risk Management
Education
Wilmington University 2007 — 2010
MBA - Business Administration, Business Administration and Management, General
University of Delaware 1998 — 2003
Bachelor's degree, Leadership and Consumer Economics
University of Delaware 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Leadership and Consumer Economics
Joseph Mirarchi Joseph Mirarchi's HSBC Experience March 2008 - March 2011
Job Financial Services Market Manager at TD Bank Group
Industry Banking
Experience
TD Bank Group March 2011 - Present
HSBC March 2008 - March 2011
Citi December 2000 - March 2008
Skills
Market Planning, Banking, Commercial Banking, Portfolio Management, Credit, Loans, Credit Analysis, Relationship Management, Commercial Lending, Retail Banking, Consumer Lending, Risk Management, Sales Management, Financial Risk
Education
University of Delaware 1985 — 1989
BS, Business Administration/Finance
TD Bank Group March 2011 - Present
HSBC March 2008 - March 2011
Citi December 2000 - March 2008
Skills
Market Planning, Banking, Commercial Banking, Portfolio Management, Credit, Loans, Credit Analysis, Relationship Management, Commercial Lending, Retail Banking, Consumer Lending, Risk Management, Sales Management, Financial Risk
Education
University of Delaware 1985 — 1989
BS, Business Administration/Finance
Craig Talley Craig Talley's HSBC Experience 2006 - 2012
Job Sr Credit Analyst at Capital One
Industry Financial Services
Experience
Capital One May 2012 - Present
HSBC 2006 - 2012
Household Finance 1998 - 2006
Beneficial Bank 1991 - 1998
Barclays Bank of Delaware October 1988 - 1991
Christina School District June 1984 - October 1988
Skills
Credit Risk, Credit Analysis, Credit, Loans, Financial Risk, Commercial Banking, Portfolio Management, Mortgage Lending, Consumer Lending, Financial Services, Change Management, Auditing, Executive Management, Management, Finance, Customer Service, Process Improvement
Education
University of Delaware 1979 — 1984
Bachelor's Degree, Health and Physical Education/Fitness
Glasgow High School 1975 — 1979
High School
Capital One May 2012 - Present
HSBC 2006 - 2012
Household Finance 1998 - 2006
Beneficial Bank 1991 - 1998
Barclays Bank of Delaware October 1988 - 1991
Christina School District June 1984 - October 1988
Skills
Credit Risk, Credit Analysis, Credit, Loans, Financial Risk, Commercial Banking, Portfolio Management, Mortgage Lending, Consumer Lending, Financial Services, Change Management, Auditing, Executive Management, Management, Finance, Customer Service, Process Improvement
Education
University of Delaware 1979 — 1984
Bachelor's Degree, Health and Physical Education/Fitness
Glasgow High School 1975 — 1979
High School
Cindy Squires Cindy Squires's HSBC Experience June 1999 - June 2007
Job Agency Sales Manager District 653 at American Family Insurance
Industry Insurance
Experience
American Family Insurance September 2013 - Present
American Family Insurance September 2013 - April 2014
American Family Insurance August 2007 - October 2013
HSBC June 1999 - June 2007
Skills
Microsoft Excel, Property & Casualty..., Microsoft Word, Microsoft Office, Commercial Insurance, PowerPoint, Customer Service, Outlook, Team Leadership, Sales, Insurance, Coaching, Operations Management, Sales Operations
Education
University of Denver - Sturm College of Law 1990 — 1993
Juris Doctor (J.D.), JD in law and MSW in Social Work
University of Montana
BSW
American Family Insurance September 2013 - Present
American Family Insurance September 2013 - April 2014
American Family Insurance August 2007 - October 2013
HSBC June 1999 - June 2007
Skills
Microsoft Excel, Property & Casualty..., Microsoft Word, Microsoft Office, Commercial Insurance, PowerPoint, Customer Service, Outlook, Team Leadership, Sales, Insurance, Coaching, Operations Management, Sales Operations
Education
University of Denver - Sturm College of Law 1990 — 1993
Juris Doctor (J.D.), JD in law and MSW in Social Work
University of Montana
BSW
Ava Wú Ava Wú's HSBC Experience March 2006 - March 2007
Job
Industry Financial Services
Experience
Bank of China March 2015 - Present
OBEX Investments October 2012 - March 2015
A. Zavarro & Co. Inc. January 2011 - September 2012
Mercedes-Benz China August 2008 - July 2009
HSBC March 2006 - March 2007
Skills
International M&A, Investment Banking, Futures, OTC, Risk Management, Due Diligence, Marketing, Public Relations, Audit Committee, Emerging Markets, Mandarin, Microsoft Office, Public Speaking, Research, Finance
Education
University of Florida 2009 — 2011
Master's degree, International Business/Global Management
University of International Business and Economics 2004 — 2009
Bachelor's degree, Economics
Bank of China March 2015 - Present
OBEX Investments October 2012 - March 2015
A. Zavarro & Co. Inc. January 2011 - September 2012
Mercedes-Benz China August 2008 - July 2009
HSBC March 2006 - March 2007
Skills
International M&A, Investment Banking, Futures, OTC, Risk Management, Due Diligence, Marketing, Public Relations, Audit Committee, Emerging Markets, Mandarin, Microsoft Office, Public Speaking, Research, Finance
Education
University of Florida 2009 — 2011
Master's degree, International Business/Global Management
University of International Business and Economics 2004 — 2009
Bachelor's degree, Economics
Carey Hollander's HSBC Experience January 2009 - December 2010
Job Sales Manager, AVP at Webster Bank
Industry Financial Services
Experience
Webster Bank October 2014 - Present
Luxury Mortgage Corp April 2014 - October 2014
GFI Mortgage Bankers, Inc. April 2013 - April 2014
Guaranteed Home Mortgage Company, Inc. January 2011 - April 2013
HSBC January 2009 - December 2010
Patriot Home Funding, Inc. 2005 - 2009
Countrywide Home Loans 2005 - 2005
Countrywide Home Loans 2005 - 2005
Citizens Bank 2001 - 2004
Union State Bank 1998 - 2001
Skills
Loans, Management, Sellers, Mortgage Lending, Leadership, Sales, Residential Homes, FHA, Mortgage Banking, Credit, Commercial Lending, Customer Service, Banking, Marketing, Entrepreneurship, FHA financing, Recruiting, First Time Home Buyers, Customer Satisfaction, Sales Management, Finance, Sales Process, Residential Mortgages, Reverse Mortgages, Commercial Banking, New Business Development, Refinance, Portfolio Management, Strategic Planning, Team Building, Loan Origination, Negotiation, Real Estate
Education
University of Dayton 1981 — 1986
BA, Political Science
Harrison High School
Webster Bank October 2014 - Present
Luxury Mortgage Corp April 2014 - October 2014
GFI Mortgage Bankers, Inc. April 2013 - April 2014
Guaranteed Home Mortgage Company, Inc. January 2011 - April 2013
HSBC January 2009 - December 2010
Patriot Home Funding, Inc. 2005 - 2009
Countrywide Home Loans 2005 - 2005
Countrywide Home Loans 2005 - 2005
Citizens Bank 2001 - 2004
Union State Bank 1998 - 2001
Skills
Loans, Management, Sellers, Mortgage Lending, Leadership, Sales, Residential Homes, FHA, Mortgage Banking, Credit, Commercial Lending, Customer Service, Banking, Marketing, Entrepreneurship, FHA financing, Recruiting, First Time Home Buyers, Customer Satisfaction, Sales Management, Finance, Sales Process, Residential Mortgages, Reverse Mortgages, Commercial Banking, New Business Development, Refinance, Portfolio Management, Strategic Planning, Team Building, Loan Origination, Negotiation, Real Estate
Education
University of Dayton 1981 — 1986
BA, Political Science
Harrison High School
Scott O. Schneider, CPYB Scott O. Schneider, CPYB's HSBC Experience December 2008 - June 2009
Job Certified Professional Yacht Broker at United Yacht Sales
Industry Maritime
Experience
United Yacht Sales July 2009 - Present
HSBC December 2008 - June 2009
SVP Human Resources / South Central Region Group November 2000 - December 2008
HSBC December 1995 - November 2000
HSBC December 1994 - December 1995
HSBC November 1993 - December 1994
HSBC October 1989 - November 1993
HSBC November 1987 - October 1989
HSBC August 1983 - November 1987
HSBC September 1981 - August 1983
Skills
Negotiation, Sales Management, Relationship Management, Boat, Maritime, Boating, Sales, Marketing, CPYB - Certified..., Licensed Florida Yacht...
Education
University of Florida 1977 — 1981
BA, Sociology
Martin County High School
University of North Carolina at Chapel Hill
Kenan-Flagler Business School
United Yacht Sales July 2009 - Present
HSBC December 2008 - June 2009
SVP Human Resources / South Central Region Group November 2000 - December 2008
HSBC December 1995 - November 2000
HSBC December 1994 - December 1995
HSBC November 1993 - December 1994
HSBC October 1989 - November 1993
HSBC November 1987 - October 1989
HSBC August 1983 - November 1987
HSBC September 1981 - August 1983
Skills
Negotiation, Sales Management, Relationship Management, Boat, Maritime, Boating, Sales, Marketing, CPYB - Certified..., Licensed Florida Yacht...
Education
University of Florida 1977 — 1981
BA, Sociology
Martin County High School
University of North Carolina at Chapel Hill
Kenan-Flagler Business School
Ata N. Bajwa Ata N. Bajwa's HSBC Experience May 2006 - July 2013
Job Senior IT Project Manager at General Motors
Industry Information Technology and Services
Experience
General Motors August 2013 - Present
HSBC May 2006 - July 2013
Macrosoft May 2003 - May 2006
Self employed May 2001 - July 2003
Skills
Java, WebSphere Portal, Technical Design, Software Project..., Offshore Software..., Solution Design, Staff Mentoring, Functional Analysis, PMP, IT Solutions, Business Applications, Application Architecture, SDLC, Web Applications, Solution Architecture, Databases, Project Management, XML, Java Enterprise Edition, UML, SOA, Enterprise Architecture, Software Development, Tomcat, Business Process, PL/SQL, SQL, Testing, Enterprise Software, Design Patterns, JavaScript, Software Engineering, Architectures, Architecture
Education
Wayne State University 2000 — 2002
MS, Computer Science
University of Engineering and Technology, Lahore 1991 — 1996
BS, Civil Engineering
Government College University 1988 — 1990
FSc, Pre-engineering
General Motors August 2013 - Present
HSBC May 2006 - July 2013
Macrosoft May 2003 - May 2006
Self employed May 2001 - July 2003
Skills
Java, WebSphere Portal, Technical Design, Software Project..., Offshore Software..., Solution Design, Staff Mentoring, Functional Analysis, PMP, IT Solutions, Business Applications, Application Architecture, SDLC, Web Applications, Solution Architecture, Databases, Project Management, XML, Java Enterprise Edition, UML, SOA, Enterprise Architecture, Software Development, Tomcat, Business Process, PL/SQL, SQL, Testing, Enterprise Software, Design Patterns, JavaScript, Software Engineering, Architectures, Architecture
Education
Wayne State University 2000 — 2002
MS, Computer Science
University of Engineering and Technology, Lahore 1991 — 1996
BS, Civil Engineering
Government College University 1988 — 1990
FSc, Pre-engineering
Penny Hamner's HSBC Experience 1987 - 1996
Job Learning & Development / Associate Manager
Industry Financial Services
Experience
Accenture May 2013 - Present
RoundPoint Mortgage October 2012 - April 2013
Accenture April 2012 - October 2012
PMI Mortgage Insurance Co. 2000 - 2012
PMI Mortgage Insurance Co. November 2003 - January 2010
PMI Mortgage Insurance Co. 2000 - 2003
Genworth Financial 1997 - 2000
HSBC 1987 - 1996
Skills
Team Leadership, Internal Communications, Management, Mortgage Underwriting, Appraisal Review, Able To Multi-task, Results Oriented, Time Management, Microsoft Office, Self Starter, Project Planning, Training Delivery, Needs Analysis, SharePoint, Webinars, E-learning, WebEx, E-Learning, Process Improvement, Mortgage Lending, Risk Management, Employee Training, Loans
Education
University of Delaware
Bachelor of Science - Business Administration, Marketing
UNC Charlotte
Completed T&D Certification 2007, Training & Development
Scotch Plains Fanwood HS
College Prep
Accenture May 2013 - Present
RoundPoint Mortgage October 2012 - April 2013
Accenture April 2012 - October 2012
PMI Mortgage Insurance Co. 2000 - 2012
PMI Mortgage Insurance Co. November 2003 - January 2010
PMI Mortgage Insurance Co. 2000 - 2003
Genworth Financial 1997 - 2000
HSBC 1987 - 1996
Skills
Team Leadership, Internal Communications, Management, Mortgage Underwriting, Appraisal Review, Able To Multi-task, Results Oriented, Time Management, Microsoft Office, Self Starter, Project Planning, Training Delivery, Needs Analysis, SharePoint, Webinars, E-learning, WebEx, E-Learning, Process Improvement, Mortgage Lending, Risk Management, Employee Training, Loans
Education
University of Delaware
Bachelor of Science - Business Administration, Marketing
UNC Charlotte
Completed T&D Certification 2007, Training & Development
Scotch Plains Fanwood HS
College Prep
Debra Feresten Debra Feresten's HSBC Experience August 2004 - February 2008
Job Director, Digital & Multichannel Marketing at AXA
Industry Financial Services
Experience
AXA September 2014 - Present
AXA US July 2014 - September 2014
Chubb Group of Insurance Companies October 2010 - April 2014
Guardian Life Insurance February 2008 - October 2010
HSBC August 2004 - February 2008
Citigroup/CitiCards 2000 - 2004
Citigroup/Citicards 1999 - 2002
Citigroup/Citicards 1998 - 1999
Skills
Customer Acquisition, Customer Research, Direct Marketing, Database Marketing, Marketing Strategy, Relationship Management, Product Marketing, Financial Services, Multi-channel Marketing, Product Management, Marketing Communications, Marketing Management, Integrated Marketing, Online Advertising, Cross-functional Team..., Leadership, B2B Marketing, Management, Market Planning, Marketing, Entrepreneurship, Direct Mail
Education
University of Delaware
Bachelor of Arts (BA), Communications
AXA September 2014 - Present
AXA US July 2014 - September 2014
Chubb Group of Insurance Companies October 2010 - April 2014
Guardian Life Insurance February 2008 - October 2010
HSBC August 2004 - February 2008
Citigroup/CitiCards 2000 - 2004
Citigroup/Citicards 1999 - 2002
Citigroup/Citicards 1998 - 1999
Skills
Customer Acquisition, Customer Research, Direct Marketing, Database Marketing, Marketing Strategy, Relationship Management, Product Marketing, Financial Services, Multi-channel Marketing, Product Management, Marketing Communications, Marketing Management, Integrated Marketing, Online Advertising, Cross-functional Team..., Leadership, B2B Marketing, Management, Market Planning, Marketing, Entrepreneurship, Direct Mail
Education
University of Delaware
Bachelor of Arts (BA), Communications
Jake Mouncey Jake Mouncey's HSBC Experience December 2013 - Present
Job VP, Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC December 2013 - Present
HSBC September 2012 - December 2013
HSBC January 2011 - October 2012
British Red Cross April 2010 - October 2010
Skills
Corporate Finance, Project Management, Banking, Risk Management, Analysis
Education
University of East Anglia 2006 — 2009
Bachelor of Laws (LLB), Law
Flegg High School 1998 — 2002
HSBC December 2013 - Present
HSBC September 2012 - December 2013
HSBC January 2011 - October 2012
British Red Cross April 2010 - October 2010
Skills
Corporate Finance, Project Management, Banking, Risk Management, Analysis
Education
University of East Anglia 2006 — 2009
Bachelor of Laws (LLB), Law
Flegg High School 1998 — 2002
Joanne Bender Joanne Bender's HSBC Experience December 2008 - January 2011
Job AVP, Program/Team Lead
Industry Banking
Experience
Barclaycard US 2011 - Present
HSBC December 2008 - January 2011
Bank of America 2011 - 2011
Merrill Lynch June 2006 - December 2008
Rue Insurance December 2004 - June 2006
Quantum AI Corporation 2003 - 2004
Viola Networks 2002 - 2003
Sensors Unlimited 2000 - 2001
MarketSource Corp. 1999 - 1999
Skills
Analytics, Management, Sales, E-commerce, Vendor Management, Digital Marketing, Insurance, Selling, Strategic Partnerships, Project Management, Time Management, Finance, Marketing, Direct Marketing, CRM, Business Development, Financial Services, Banking, Risk Management, Relationship Management, Databases, Strategy, Business Analysis, Portfolio Management, Email Marketing, Credit Cards
Education
University of Dayton
Bachelors, Communications
University of London
Communications Program
Barclaycard US 2011 - Present
HSBC December 2008 - January 2011
Bank of America 2011 - 2011
Merrill Lynch June 2006 - December 2008
Rue Insurance December 2004 - June 2006
Quantum AI Corporation 2003 - 2004
Viola Networks 2002 - 2003
Sensors Unlimited 2000 - 2001
MarketSource Corp. 1999 - 1999
Skills
Analytics, Management, Sales, E-commerce, Vendor Management, Digital Marketing, Insurance, Selling, Strategic Partnerships, Project Management, Time Management, Finance, Marketing, Direct Marketing, CRM, Business Development, Financial Services, Banking, Risk Management, Relationship Management, Databases, Strategy, Business Analysis, Portfolio Management, Email Marketing, Credit Cards
Education
University of Dayton
Bachelors, Communications
University of London
Communications Program
Cynthia Squires Cynthia Squires's HSBC Experience 1998 - 2007
Job Agent, American Family Insurance
Industry Insurance
Experience
American Family Insurance June 2007 - Present
Wells Fargo Mortgage, Kirkland 2006 - 2007
HSBC 1998 - 2007
Diana Black and Associates 1991 - 1993
Skills
Insurance, Underwriting, Term Life Insurance, Commercial Insurance, Mortgage Lending, Property & Casualty..., Umbrella Insurance, Life Insurance, Employee Benefits, Homeowners, Customer Service, Small Business, General Insurance, FHA, Banking, Fixed Annuities, Legal Liability, Sales Management, Residential Mortgages, Sales, Casualty, Selling, Health Insurance, Loans, Liability, Credit, Commercial Lines, Whole Life, Renters, Claims Management, Long-term Care, Disability Insurance, Retirement, Motorcycle
Education
University of Denver - Sturm College of Law 1990 — 1993
Juris Doctrate and MSW, Law and Social Work
The University of Montana 1987 — 1990
Bachelor's degree, Social Work
American Family Insurance June 2007 - Present
Wells Fargo Mortgage, Kirkland 2006 - 2007
HSBC 1998 - 2007
Diana Black and Associates 1991 - 1993
Skills
Insurance, Underwriting, Term Life Insurance, Commercial Insurance, Mortgage Lending, Property & Casualty..., Umbrella Insurance, Life Insurance, Employee Benefits, Homeowners, Customer Service, Small Business, General Insurance, FHA, Banking, Fixed Annuities, Legal Liability, Sales Management, Residential Mortgages, Sales, Casualty, Selling, Health Insurance, Loans, Liability, Credit, Commercial Lines, Whole Life, Renters, Claims Management, Long-term Care, Disability Insurance, Retirement, Motorcycle
Education
University of Denver - Sturm College of Law 1990 — 1993
Juris Doctrate and MSW, Law and Social Work
The University of Montana 1987 — 1990
Bachelor's degree, Social Work
Ruthie Thill Ruthie Thill's HSBC Experience November 2004 - November 2005
Job Portfolio Analyst at Citizens Bank Flint
Industry Banking
Experience
Citizens Bank - Flint April 2010 - Present
First National Bank in Howell November 2005 - April 2010
HSBC November 2004 - November 2005
Skills
Loans, Credit, Portfolio Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Risk Management, Underwriting, Small Business Lending, Mortgage Lending, Financial Analysis
Education
University of Detroit Mercy 2002 — 2004
MBA, Finance, General
University of Detroit Mercy 1998 — 2002
Bachelor, Business Administration, Marketing
Waverly High school 1994 — 1998
Highschool
Citizens Bank - Flint April 2010 - Present
First National Bank in Howell November 2005 - April 2010
HSBC November 2004 - November 2005
Skills
Loans, Credit, Portfolio Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Risk Management, Underwriting, Small Business Lending, Mortgage Lending, Financial Analysis
Education
University of Detroit Mercy 2002 — 2004
MBA, Finance, General
University of Detroit Mercy 1998 — 2002
Bachelor, Business Administration, Marketing
Waverly High school 1994 — 1998
Highschool
Erin Sullivan Erin Sullivan's HSBC Experience September 2014 - Present
Job Manager, External & Regulatory Reporting at HSBC
Industry Investment Banking
Experience
HSBC September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase June 2012 - December 2012
JP Morgan Chase July 2010 - June 2012
JP Morgan November 2009 - October 2010
American Girl June 2009 - August 2009
University of Delaware, Summer Scholars Program June 2008 - August 2008
Aloysius Butler & Clark June 2007 - August 2007
Skills
International Project..., Capital Allocation, Requirements Analysis, Financial Control, Basel III, RWA, Business Analysis, Group Presentations, Business Objects, Project Finance, User Acceptance Testing, Project Coordination, Qualitative Research, Microsoft Excel, Basel II, Basel I, Capital, Balance Sheet, Communication, Leadership, Financial Audits, Forecasting, Financial Analysis, Essbase, Credit Risk, Bloomberg, Project Management, Written, Financial Accounting
Education
University of Delaware 2006 — 2010
Bachelor's of Science, Honors, Marketing, Management, 3.6
HSBC September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase June 2012 - December 2012
JP Morgan Chase July 2010 - June 2012
JP Morgan November 2009 - October 2010
American Girl June 2009 - August 2009
University of Delaware, Summer Scholars Program June 2008 - August 2008
Aloysius Butler & Clark June 2007 - August 2007
Skills
International Project..., Capital Allocation, Requirements Analysis, Financial Control, Basel III, RWA, Business Analysis, Group Presentations, Business Objects, Project Finance, User Acceptance Testing, Project Coordination, Qualitative Research, Microsoft Excel, Basel II, Basel I, Capital, Balance Sheet, Communication, Leadership, Financial Audits, Forecasting, Financial Analysis, Essbase, Credit Risk, Bloomberg, Project Management, Written, Financial Accounting
Education
University of Delaware 2006 — 2010
Bachelor's of Science, Honors, Marketing, Management, 3.6
Rashida Church, SPHR Rashida Church, SPHR's HSBC Experience June 2000 - March 2011
Job Region Director Human Resources at Progressive Waste Solutions
Industry Environmental Services
Experience
Progressive Waste Solutions May 2014 - Present
Express Scripts March 2011 - May 2014
HSBC June 2000 - March 2011
Skills
Performance Management, Employee Engagement, Employee Relations, Talent Management, Succession Planning, Onboarding, HRIS, Deferred Compensation, Talent Acquisition, HR Policies, Recruiting, Employee Benefits, Human Resources, Workforce Planning, PeopleSoft, Benefits Administration, Applicant Tracking..., College Recruiting, Organizational..., Change Management
Education
University of Florida
Bachelor of Science (B.S.), Human Resource and Development
University of Phoenix - Tampa, FL
Master's degree, Human Resources Management
Progressive Waste Solutions May 2014 - Present
Express Scripts March 2011 - May 2014
HSBC June 2000 - March 2011
Skills
Performance Management, Employee Engagement, Employee Relations, Talent Management, Succession Planning, Onboarding, HRIS, Deferred Compensation, Talent Acquisition, HR Policies, Recruiting, Employee Benefits, Human Resources, Workforce Planning, PeopleSoft, Benefits Administration, Applicant Tracking..., College Recruiting, Organizational..., Change Management
Education
University of Florida
Bachelor of Science (B.S.), Human Resource and Development
University of Phoenix - Tampa, FL
Master's degree, Human Resources Management
Anthony Modugno Anthony Modugno's HSBC Experience June 2015 - Present
Job Vice President, KYC New Business Sector Head, HSBC
Industry Financial Services
Experience
HSBC June 2015 - Present
HSBC January 2014 - June 2015
PwC August 2012 - December 2013
University of Delaware September 2010 - December 2011
PwC June 2011 - August 2011
PwC June 2010 - August 2010
Vector Marketing June 2009 - August 2009
Lisco's Country Café October 2007 - June 2008
Skills
Teamwork, Microsoft Office, Account Management, Leadership, Event Planning
Education
University of Delaware 2008 — 2012
Bachelor of Science, Summa Cum Laude, Finance
HSBC June 2015 - Present
HSBC January 2014 - June 2015
PwC August 2012 - December 2013
University of Delaware September 2010 - December 2011
PwC June 2011 - August 2011
PwC June 2010 - August 2010
Vector Marketing June 2009 - August 2009
Lisco's Country Café October 2007 - June 2008
Skills
Teamwork, Microsoft Office, Account Management, Leadership, Event Planning
Education
University of Delaware 2008 — 2012
Bachelor of Science, Summa Cum Laude, Finance
Christopher Yates Christopher Yates's HSBC Experience 2008 - 2012
Job Chief Learning Officer / Director of People & Organizational Development at Caterpillar Inc.
Industry Human Resources
Experience
Caterpillar Inc. May 2013 - Present
Ethical Organisational Design Consulting 2012 - Present
HSBC 2008 - 2012
American Express 1995 - 2008
Canon Europe Ltd. 1993 - 1995
King's College Hospital NHS Foundation Trust April 1990 - 1993
Skills
Talent Development, Organizational..., Leadership Development, Employee Engagement, Succession Planning, Performance Management, Change Management, Organizational..., Organizational Change, Executive Coaching, HR Strategy, Talent Management, Coaching, Talent Acquisition, Culture Change, Team Building, Organizational Design, Management Consulting, Talent Assessment, Team Management, Workforce Planning, HR Consulting, Management Development, Strategic Planning, Strategy Development, Mentoring, Team Leadership, Mergers, HR Policies, Career Development, Change Leadership, People Management, Policy, Business Strategy, HR Transformation, Employer Branding, Human Resources, MBTI, Business Transformation, Training Delivery, Organizational Learning, Restructuring, Emotional Intelligence, Leadership, Strategic Leadership, Thought Leadership, Executive Development, Internal Communications, Strategic Thinking, Public Speaking
Education
University of East London 1990 — 1992
MSc, Occupational & Organisational Psychology
University of Leicester 1985 — 1988
PHS 1977 — 1981
Caterpillar Inc. May 2013 - Present
Ethical Organisational Design Consulting 2012 - Present
HSBC 2008 - 2012
American Express 1995 - 2008
Canon Europe Ltd. 1993 - 1995
King's College Hospital NHS Foundation Trust April 1990 - 1993
Skills
Talent Development, Organizational..., Leadership Development, Employee Engagement, Succession Planning, Performance Management, Change Management, Organizational..., Organizational Change, Executive Coaching, HR Strategy, Talent Management, Coaching, Talent Acquisition, Culture Change, Team Building, Organizational Design, Management Consulting, Talent Assessment, Team Management, Workforce Planning, HR Consulting, Management Development, Strategic Planning, Strategy Development, Mentoring, Team Leadership, Mergers, HR Policies, Career Development, Change Leadership, People Management, Policy, Business Strategy, HR Transformation, Employer Branding, Human Resources, MBTI, Business Transformation, Training Delivery, Organizational Learning, Restructuring, Emotional Intelligence, Leadership, Strategic Leadership, Thought Leadership, Executive Development, Internal Communications, Strategic Thinking, Public Speaking
Education
University of East London 1990 — 1992
MSc, Occupational & Organisational Psychology
University of Leicester 1985 — 1988
PHS 1977 — 1981
Mike Porcelli Mike Porcelli's HSBC Experience 1995 - 1998
Job Realtor
Industry Real Estate
Experience
RE/MAX Direct January 2012 - Present
City Hall Mortgage July 2001 - August 2010
HSBC 1995 - 1998
Skills
Foreclosures, Single Family Homes, Short Sales, Real Estate, Investment Properties, Sellers, Mortgage Lending, First Time Home Buyers, Condos, Relocation, Rentals, REO, Real Estate Transactions, Property Management, Residential Homes, Finance, Luxury, Marketing, Loans, Selling, Refinance, Sales, New Homes, Referrals, Buyer Representation, Investors, Real Property
Education
University of Florida 1994 — 1995
BSBA, Marketing
RE/MAX Direct January 2012 - Present
City Hall Mortgage July 2001 - August 2010
HSBC 1995 - 1998
Skills
Foreclosures, Single Family Homes, Short Sales, Real Estate, Investment Properties, Sellers, Mortgage Lending, First Time Home Buyers, Condos, Relocation, Rentals, REO, Real Estate Transactions, Property Management, Residential Homes, Finance, Luxury, Marketing, Loans, Selling, Refinance, Sales, New Homes, Referrals, Buyer Representation, Investors, Real Property
Education
University of Florida 1994 — 1995
BSBA, Marketing
Colby Feazell Colby Feazell's HSBC Experience March 2007 - April 2009
Job Retail Regional Manager, Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank April 2011 - Present
Fifth Third Bank November 2009 - June 2011
Fifth Third Bank April 2009 - November 2009
HSBC March 2007 - April 2009
HSBC May 2005 - May 2007
HSBC May 2002 - May 2004
Skills
Banking, Credit, Credit Analysis, Loans, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Cross Selling, Wealth Management, Branch Management, Underwriting
Education
University of Florida 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
University of Florida - Warrington College Of Business 1994 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Fifth Third Bank April 2011 - Present
Fifth Third Bank November 2009 - June 2011
Fifth Third Bank April 2009 - November 2009
HSBC March 2007 - April 2009
HSBC May 2005 - May 2007
HSBC May 2002 - May 2004
Skills
Banking, Credit, Credit Analysis, Loans, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Cross Selling, Wealth Management, Branch Management, Underwriting
Education
University of Florida 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
University of Florida - Warrington College Of Business 1994 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Doug Villone's HSBC Experience January 2006 - January 2008
Job US Chief of Staff at Barclaycard
Industry Financial Services
Experience
Barclaycard August 2013 - Present
Barclaycard US February 2008 - Present
Barclaycard US July 2011 - July 2013
barclaycard February 2008 - July 2011
HSBC January 2006 - January 2008
Bank of America 1996 - 2005
Education
University of Maine at Farmington 1992 — 1996
BA, Pre-Law
University of St. Thomas
MBA
University of Delaware
MBA
Barclaycard August 2013 - Present
Barclaycard US February 2008 - Present
Barclaycard US July 2011 - July 2013
barclaycard February 2008 - July 2011
HSBC January 2006 - January 2008
Bank of America 1996 - 2005
Education
University of Maine at Farmington 1992 — 1996
BA, Pre-Law
University of St. Thomas
MBA
University of Delaware
MBA
Jintong Zheng Jintong Zheng's HSBC Experience January 2014 - July 2014
Job Vice President at AIG Investments
Industry Financial Services
Experience
AIG Investments July 2014 - Present
HSBC January 2014 - July 2014
HSBC 2011 - January 2014
University of Delaware 2007 - September 2011
White Box Advisors June 2010 - August 2010
Education
University of Delaware 2007 — 2011
PhD, Applied Mathemtics
University of Delaware - Lerner College of Business and Economics 2008 — 2010
Master, Finance
Zhejiang University 2002 — 2006
BS, Math & Applied Math
Hang Shi Fu Xiao
AIG Investments July 2014 - Present
HSBC January 2014 - July 2014
HSBC 2011 - January 2014
University of Delaware 2007 - September 2011
White Box Advisors June 2010 - August 2010
Education
University of Delaware 2007 — 2011
PhD, Applied Mathemtics
University of Delaware - Lerner College of Business and Economics 2008 — 2010
Master, Finance
Zhejiang University 2002 — 2006
BS, Math & Applied Math
Hang Shi Fu Xiao
Joe Concors Joe Concors's HSBC Experience January 2011 - May 2012
Job Process Manager at Capital One
Industry Banking
Experience
Capital One May 2012 - Present
HSBC January 2011 - May 2012
HSBC September 2007 - November 2010
HSBC December 2004 - September 2007
HSBC April 1996 - December 2004
Skills
Credit Cards, Risk Analytics, Banking, Credit, AML, Operational Risk, Cross Selling, Coaching, Risk Management, Management, Loans, Call Centers, Strategy, MIS, Business Analysis, Financial Risk, Branch Banking, Team Management, Financial Analysis, Access, Offshoring, Process Improvement, Subject Matter Experts, Professional..., Customer Experience, Fraud, Performance Management, Operational Risk..., Credit Analysis, Team Building, Vendor Management, Relationship Management, Small Business Lending, Financial Services, Operations Management, Commercial Banking, FX Options, Internet Banking, Back Office, Workforce Management, Inbound Marketing, Cash Management, Portfolio Management, Debit Cards, Payments, Trade Finance, Executive Management
Education
University of Delaware 1978 — 1982
Bachelor of Arts, Psychology
Capital One May 2012 - Present
HSBC January 2011 - May 2012
HSBC September 2007 - November 2010
HSBC December 2004 - September 2007
HSBC April 1996 - December 2004
Skills
Credit Cards, Risk Analytics, Banking, Credit, AML, Operational Risk, Cross Selling, Coaching, Risk Management, Management, Loans, Call Centers, Strategy, MIS, Business Analysis, Financial Risk, Branch Banking, Team Management, Financial Analysis, Access, Offshoring, Process Improvement, Subject Matter Experts, Professional..., Customer Experience, Fraud, Performance Management, Operational Risk..., Credit Analysis, Team Building, Vendor Management, Relationship Management, Small Business Lending, Financial Services, Operations Management, Commercial Banking, FX Options, Internet Banking, Back Office, Workforce Management, Inbound Marketing, Cash Management, Portfolio Management, Debit Cards, Payments, Trade Finance, Executive Management
Education
University of Delaware 1978 — 1982
Bachelor of Arts, Psychology
Jenny Rivero Jenny Rivero's HSBC Experience October 2014 - Present
Job Human Resources at HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
Ross Stores, Inc. May 2013 - August 2013
Samuel P. Harn Museum of Art May 2012 - August 2012
RuffaloCODY February 2011 - October 2011
Ulta May 2011 - August 2011
Skills
Customer Service, Retail, Museum Planning, Arts Administration, Economics, Literature, Human Resources, Lotus Notes, Spanish
Education
University of Florida 2010 — 2014
Bachelor of Science, Economics
Miami Killian Senior High School 2006 — 2010
High School Diploma
HSBC October 2014 - Present
Ross Stores, Inc. May 2013 - August 2013
Samuel P. Harn Museum of Art May 2012 - August 2012
RuffaloCODY February 2011 - October 2011
Ulta May 2011 - August 2011
Skills
Customer Service, Retail, Museum Planning, Arts Administration, Economics, Literature, Human Resources, Lotus Notes, Spanish
Education
University of Florida 2010 — 2014
Bachelor of Science, Economics
Miami Killian Senior High School 2006 — 2010
High School Diploma
Keith Driver Keith Driver's HSBC Experience January 1989 - July 2008
Job Regional Director, Executive Education at Johnson Graduate School of Management at Cornell University
Industry Education Management
Experience
Johnson Graduate School of Management at Cornell University February 2014 - Present
Driver Consulting July 2008 - Present
Waste2Fuel 2011 - Present
Woodshed Technologies Ltd September 2010 - Present
QBE July 2013 - October 2013
Allianz SE Insurance Management Asia Pacific July 2012 - March 2013
Duke Corporate Education July 2011 - June 2012
HSBC Group Insurance June 2008 - March 2009
HSBC January 1989 - July 2008
HSBC Amanah Takaful February 2006 - June 2008
Skills
Strategy, Business Strategy, Banking, Business Development, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Management, Start-ups, Change Management, Executive Management, Emerging Markets, Risk Management, Financial Services, Insurance, Wealth Management, Asset Management, New Business Development, Portfolio Management, Investments, Relationship Management, Corporate Finance, Islamic Finance, Training, Financial Risk, Due Diligence, Business Analysis, Team Management, Business Planning, Team Building, Credit, Management Consulting, design thinking, Entrepreneurship, Venture Capital, Financial Modeling, Capital Markets, Financial Analysis, Retail Banking, Investment Banking, Commercial Banking, Private Equity, Business Process..., Business Transformation, Operational Risk, Restructuring, Corporate Development, Enterprise Risk...
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
Master of Science (MSc), Economic History
University of Delaware 1982 — 1987
BA, International Relations, History (Minor)
Johnson Graduate School of Management at Cornell University February 2014 - Present
Driver Consulting July 2008 - Present
Waste2Fuel 2011 - Present
Woodshed Technologies Ltd September 2010 - Present
QBE July 2013 - October 2013
Allianz SE Insurance Management Asia Pacific July 2012 - March 2013
Duke Corporate Education July 2011 - June 2012
HSBC Group Insurance June 2008 - March 2009
HSBC January 1989 - July 2008
HSBC Amanah Takaful February 2006 - June 2008
Skills
Strategy, Business Strategy, Banking, Business Development, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Management, Start-ups, Change Management, Executive Management, Emerging Markets, Risk Management, Financial Services, Insurance, Wealth Management, Asset Management, New Business Development, Portfolio Management, Investments, Relationship Management, Corporate Finance, Islamic Finance, Training, Financial Risk, Due Diligence, Business Analysis, Team Management, Business Planning, Team Building, Credit, Management Consulting, design thinking, Entrepreneurship, Venture Capital, Financial Modeling, Capital Markets, Financial Analysis, Retail Banking, Investment Banking, Commercial Banking, Private Equity, Business Process..., Business Transformation, Operational Risk, Restructuring, Corporate Development, Enterprise Risk...
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
Master of Science (MSc), Economic History
University of Delaware 1982 — 1987
BA, International Relations, History (Minor)
Grace Gregg Grace Gregg's HSBC Experience 2003 - 2004
Job Analyst
Industry Defense & Space
Experience
Cubic Defense Applications August 2004 - Present
HSBC 2003 - 2004
US Army 1997 - 2002
Skills
Bilingual..., Program Management, National Security, Security Clearance, Government, Defense, Military, DoD, Operational Planning, Military Operations, Requirements Analysis, Analysis, Leadership, Intelligence Analysis, Training, Command, Navy, Intelligence, Government Contracting, Proposal Writing, Systems Engineering, Security, Army, Information Assurance, Homeland Security, C4ISR, Counterterrorism, Top Secret, Counterinsurgency, NATO, Military Experience, Policy, Afghanistan, Air Force, Military Logistics
Education
University of Denver 2011 — 2016
Master of Science (M.S.), Geographical Information Systems, 4.0
Tulane 1992 — 1996
BA, International Relations, Spanish, Asian Studies
Cubic Defense Applications August 2004 - Present
HSBC 2003 - 2004
US Army 1997 - 2002
Skills
Bilingual..., Program Management, National Security, Security Clearance, Government, Defense, Military, DoD, Operational Planning, Military Operations, Requirements Analysis, Analysis, Leadership, Intelligence Analysis, Training, Command, Navy, Intelligence, Government Contracting, Proposal Writing, Systems Engineering, Security, Army, Information Assurance, Homeland Security, C4ISR, Counterterrorism, Top Secret, Counterinsurgency, NATO, Military Experience, Policy, Afghanistan, Air Force, Military Logistics
Education
University of Denver 2011 — 2016
Master of Science (M.S.), Geographical Information Systems, 4.0
Tulane 1992 — 1996
BA, International Relations, Spanish, Asian Studies
Jill Scott Jill Scott's HSBC Experience April 2008 - October 2014
Job VP Audit
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
HSBC April 2008 - October 2014
HSBC October 2006 - May 2008
HSBC 2002 - 2006
Skills
Risk Management, Credit, Enterprise Risk..., Financial Services, Governance, Risk Assessment, Management, Banking, Loans, Credit Cards, Credit Risk, Due Diligence, Retail Banking
Education
University of Delaware
Bachelor's degree
JPMorgan Chase & Co. November 2014 - Present
HSBC April 2008 - October 2014
HSBC October 2006 - May 2008
HSBC 2002 - 2006
Skills
Risk Management, Credit, Enterprise Risk..., Financial Services, Governance, Risk Assessment, Management, Banking, Loans, Credit Cards, Credit Risk, Due Diligence, Retail Banking
Education
University of Delaware
Bachelor's degree
Eric Boritz Eric Boritz's HSBC Experience June 2012 - December 2013
Job Relationship Manager, HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking January 2014 - Present
HSBC June 2012 - December 2013
HSBC September 2012 - September 2012
HSBC July 2010 - June 2012
Mayrsohn International May 2009 - July 2010
Avalon Partners June 2008 - August 2008
Skills
Risk Management, Banking, Strategy, Negotiation, Sales, Wealth Management, Financial Analysis, Relationship Management, Commercial Banking, Leadership, Diversity and Inclusion, International Trade, Payments and Cash..., Operations, Finance, Portfolio Management, Credit, Microsoft Excel, Microsoft Office, Financial Risk, Management
Education
University of Florida 2005 — 2009
Bachelor of Science (BSc), Finance, Cum Laude
HSBC Commercial Banking January 2014 - Present
HSBC June 2012 - December 2013
HSBC September 2012 - September 2012
HSBC July 2010 - June 2012
Mayrsohn International May 2009 - July 2010
Avalon Partners June 2008 - August 2008
Skills
Risk Management, Banking, Strategy, Negotiation, Sales, Wealth Management, Financial Analysis, Relationship Management, Commercial Banking, Leadership, Diversity and Inclusion, International Trade, Payments and Cash..., Operations, Finance, Portfolio Management, Credit, Microsoft Excel, Microsoft Office, Financial Risk, Management
Education
University of Florida 2005 — 2009
Bachelor of Science (BSc), Finance, Cum Laude
Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF's HSBC Experience December 2008 - April 2009
Job SENIOR DEVELOPMENT MANAGER
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
Stacey Hyman's HSBC Experience June 1999 - December 2007
Job Operations Analyst | Executive Assistant to CEO | NC Notary Public
Industry Executive Office
Experience
Morris-Jenkins Heating & Air Conditioning May 2015 - Present
Microsoft Corporation (Contract) May 2014 - April 2015
Elliott Davis PLLC January 2014 - May 2014
Quicken Loans November 2012 - June 2013
Myers Park Mortgage January 2011 - February 2012
Ameritrust Mortgage, Inc April 2010 - January 2011
Myers Park Mortgage, Inc February 2008 - May 2010
HSBC June 1999 - December 2007
Skills
Human Resources, Microsoft Excel, Team Building, Marketing, Employee Benefits, Employee Relations, Negotiation, Strategic Planning, Event Planning, Office Management, Microsoft Word, PowerPoint, Onboarding, Visio, Mortgage Banking, Management, Customer Satisfaction, Benefits Administration, Customer Retention, Screening Resumes, Reports, Reporting & Analysis, Executive Calendar..., Expense Reports, Interviews, Sales
Education
University of Delaware 1993 — 1998
Bachelor of Science, College of Human Services, Education and Public Policy
University of Delaware 1993 — 1998
Bachelor of Science (B.S.), Family and Community Services
Morris-Jenkins Heating & Air Conditioning May 2015 - Present
Microsoft Corporation (Contract) May 2014 - April 2015
Elliott Davis PLLC January 2014 - May 2014
Quicken Loans November 2012 - June 2013
Myers Park Mortgage January 2011 - February 2012
Ameritrust Mortgage, Inc April 2010 - January 2011
Myers Park Mortgage, Inc February 2008 - May 2010
HSBC June 1999 - December 2007
Skills
Human Resources, Microsoft Excel, Team Building, Marketing, Employee Benefits, Employee Relations, Negotiation, Strategic Planning, Event Planning, Office Management, Microsoft Word, PowerPoint, Onboarding, Visio, Mortgage Banking, Management, Customer Satisfaction, Benefits Administration, Customer Retention, Screening Resumes, Reports, Reporting & Analysis, Executive Calendar..., Expense Reports, Interviews, Sales
Education
University of Delaware 1993 — 1998
Bachelor of Science, College of Human Services, Education and Public Policy
University of Delaware 1993 — 1998
Bachelor of Science (B.S.), Family and Community Services
Timothy Titus Timothy Titus's HSBC Experience June 2008 - August 2009
Job Business Advisor specializing in enabling entrepreneurs to evaluate businesses and empowering firms to maximize value.
Industry Professional Training & Coaching
Experience
FranchisEsource Brands International (FSBI) September 2010 - Present
Peak Advisory Services April 2010 - December 2010
HSBC June 2008 - August 2009
HSBC March 2005 - June 2008
HSBC January 1995 - March 2005
Walsh College 1986 - 1996
Household International December 1987 - January 1995
Pannell Kerr Forster (Regional Public Accounting Firm) 1984 - 1987
Arthur Young 1981 - 1984
Skills
Risk Management, Compliance, Internal Audit, Insurance, Investments, Risk, Audit, Executive Management, Financial Modeling, Mergers, Financial Management, Franchising, Financial Analysis, Mergers & Acquisitions, Leadership, Finance, Financial Risk, Sales, Strategy, Accounting, Strategic Financial..., Auditing, Financial Services, Managerial Finance, Banking, Business Analysis, Forecasting, Entrepreneurship, Management, Start-ups, Due Diligence, Strategic Planning, Business, Team Building, Policy, Business Planning, Small Business, Change Management, Portfolio Management, Cash Flow, Business Strategy, Restructuring, Credit, Analysis, Business Process..., Executive Coaching, Tax, Consulting, Cash Management, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1992
MBA, Finance, Business Strategy
University of Detroit Mercy 1977 — 1981
B.S., Accounting
Notre Dame High School 1974 — 1977
FranchisEsource Brands International (FSBI) September 2010 - Present
Peak Advisory Services April 2010 - December 2010
HSBC June 2008 - August 2009
HSBC March 2005 - June 2008
HSBC January 1995 - March 2005
Walsh College 1986 - 1996
Household International December 1987 - January 1995
Pannell Kerr Forster (Regional Public Accounting Firm) 1984 - 1987
Arthur Young 1981 - 1984
Skills
Risk Management, Compliance, Internal Audit, Insurance, Investments, Risk, Audit, Executive Management, Financial Modeling, Mergers, Financial Management, Franchising, Financial Analysis, Mergers & Acquisitions, Leadership, Finance, Financial Risk, Sales, Strategy, Accounting, Strategic Financial..., Auditing, Financial Services, Managerial Finance, Banking, Business Analysis, Forecasting, Entrepreneurship, Management, Start-ups, Due Diligence, Strategic Planning, Business, Team Building, Policy, Business Planning, Small Business, Change Management, Portfolio Management, Cash Flow, Business Strategy, Restructuring, Credit, Analysis, Business Process..., Executive Coaching, Tax, Consulting, Cash Management, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1992
MBA, Finance, Business Strategy
University of Detroit Mercy 1977 — 1981
B.S., Accounting
Notre Dame High School 1974 — 1977
Nelly Stavro Nelly Stavro's HSBC Experience May 2010 - July 2010
Job Account Coordinator at M8
Industry Events Services
Experience
M8 July 2015 - Present
Forums Event Design & Production 2013 - Present
Signs For You, Inc. May 2012 - June 2013
Bloomingdale's December 2012 - February 2013
HSBC May 2010 - July 2010
Skills
Management, Notary Public, Sales, Budgets, Event Planning, Microsoft Excel, Proofreading, Telephone Skills, Outlook, Bookkeeping, Proposal Writing, Logistics, Time Management, Advertising, Customer Service, Microsoft Office, Microsoft Word, Marketing Strategy, Social Media, Spanish, Social Media Marketing, Leadership, Social Networking, Marketing
Education
University of Florida 2008 — 2012
Bachelor's degree, Advertising, Business Administration
Coral Gables Senior High School 2004 — 2008
International Baccalaureate
M8 July 2015 - Present
Forums Event Design & Production 2013 - Present
Signs For You, Inc. May 2012 - June 2013
Bloomingdale's December 2012 - February 2013
HSBC May 2010 - July 2010
Skills
Management, Notary Public, Sales, Budgets, Event Planning, Microsoft Excel, Proofreading, Telephone Skills, Outlook, Bookkeeping, Proposal Writing, Logistics, Time Management, Advertising, Customer Service, Microsoft Office, Microsoft Word, Marketing Strategy, Social Media, Spanish, Social Media Marketing, Leadership, Social Networking, Marketing
Education
University of Florida 2008 — 2012
Bachelor's degree, Advertising, Business Administration
Coral Gables Senior High School 2004 — 2008
International Baccalaureate
Mandy C. Albanese (Kingston), PMP Mandy C. Albanese (Kingston), PMP's HSBC Experience July 2013 - Present
Job Seasoned Senior Level Manager
Industry Information Technology and Services
Experience
HSBC July 2013 - Present
AbbVie February 2013 - July 2013
Sears Holdings Corporation October 2012 - February 2013
Sears Holdings Corporation February 2010 - October 2012
Ameristar Casino April 2009 - August 2009
McKesson Health Solutions January 2008 - November 2008
Takeda Pharmaceuticals May 2007 - December 2007
Aristocrat Technologies September 2000 - September 2006
Aristocrat 2000 - 2006
Skills
Microstrategy, SSRS, .NET, Agile Methodologies, SDLC, Scrum, PMP, Requirements Analysis, Enterprise Architecture, Data Modeling, SQL, Unix, Leadership, Agile Project Management, Management, Business Intelligence, Software Project..., Business Analysis, Cross-functional Team..., Software Documentation, Data Warehousing, Business Objects, Process Improvement, Databases, Team Leadership, Visio, Vendor Management, Microsoft SQL Server, Integration, SharePoint, Business Process..., ETL, Business Process, Program Management, Product Management, Analytics, Analysis, Project Management, Project Planning
Education
University of Denver - Daniels College of Business 1994 — 1998
Business Administration, Business Administration
Barnes Business College 1992 — 1993
AA, Accounting
Wheat Ridge High School 1988 — 1992
HSBC July 2013 - Present
AbbVie February 2013 - July 2013
Sears Holdings Corporation October 2012 - February 2013
Sears Holdings Corporation February 2010 - October 2012
Ameristar Casino April 2009 - August 2009
McKesson Health Solutions January 2008 - November 2008
Takeda Pharmaceuticals May 2007 - December 2007
Aristocrat Technologies September 2000 - September 2006
Aristocrat 2000 - 2006
Skills
Microstrategy, SSRS, .NET, Agile Methodologies, SDLC, Scrum, PMP, Requirements Analysis, Enterprise Architecture, Data Modeling, SQL, Unix, Leadership, Agile Project Management, Management, Business Intelligence, Software Project..., Business Analysis, Cross-functional Team..., Software Documentation, Data Warehousing, Business Objects, Process Improvement, Databases, Team Leadership, Visio, Vendor Management, Microsoft SQL Server, Integration, SharePoint, Business Process..., ETL, Business Process, Program Management, Product Management, Analytics, Analysis, Project Management, Project Planning
Education
University of Denver - Daniels College of Business 1994 — 1998
Business Administration, Business Administration
Barnes Business College 1992 — 1993
AA, Accounting
Wheat Ridge High School 1988 — 1992
Adam Sidoti Adam Sidoti's HSBC Experience 2002 - 2005
Job Partner Account Manager East Territory at Arcserve
Industry Computer Software
Experience
Arcserve August 2014 - Present
CA Technologies January 2012 - Present
CA Technologies June 2008 - December 2011
Regions Bank November 2007 - May 2008
HSBC Mortgage Services April 2005 - June 2007
HSBC 2002 - 2005
Skills
Sales, Direct Sales, Cold Calling, Hunting, Solution Selling, Account Management, Business Development, Salesforce.com, Sales Process, Lead Generation, CRM, Sales Presentations, Networking, Social Media, B2B, Sales Enablement, Sales Operations, Software Industry, Channel Sales, Channel Partners, Partner Development, Partner Management, Selling, Management, Marketing, Demand Generation, Storage Solutions, Resellers, Storage, Disaster Recovery, Mortgage Lending, Channel, Channel Strategy, Cloud Computing, Enterprise Software, Data Center, SaaS, Professional Services, Strategy, Sales Management, Go-to-market Strategy, Enterprise Storage, Managed Services, Strategic Partnerships, Product Marketing, Complex Sales, Product Management, Storage Virtualization, Virtualization, Business Intelligence
Education
University of Florida 1996 — 1997
Bachelor's degree
University of South Florida 1991 — 1995
Arcserve August 2014 - Present
CA Technologies January 2012 - Present
CA Technologies June 2008 - December 2011
Regions Bank November 2007 - May 2008
HSBC Mortgage Services April 2005 - June 2007
HSBC 2002 - 2005
Skills
Sales, Direct Sales, Cold Calling, Hunting, Solution Selling, Account Management, Business Development, Salesforce.com, Sales Process, Lead Generation, CRM, Sales Presentations, Networking, Social Media, B2B, Sales Enablement, Sales Operations, Software Industry, Channel Sales, Channel Partners, Partner Development, Partner Management, Selling, Management, Marketing, Demand Generation, Storage Solutions, Resellers, Storage, Disaster Recovery, Mortgage Lending, Channel, Channel Strategy, Cloud Computing, Enterprise Software, Data Center, SaaS, Professional Services, Strategy, Sales Management, Go-to-market Strategy, Enterprise Storage, Managed Services, Strategic Partnerships, Product Marketing, Complex Sales, Product Management, Storage Virtualization, Virtualization, Business Intelligence
Education
University of Florida 1996 — 1997
Bachelor's degree
University of South Florida 1991 — 1995
Jason Rainer, CFA, CPA's HSBC Experience November 2014 - Present
Job Vice President, Central Hedging Unit at HSBC
Industry Financial Services
Experience
HSBC November 2014 - Present
HSBC February 2014 - November 2014
Ernst & Young September 2009 - February 2014
Skills
Derivatives, Valuation, Hedge Accounting, Interest Rate..., Equity Derivatives, Credit Derivatives, Financial Modeling, Credit Risk, Commodity, Structured Products, Hedging, Options
Education
University of Florida
Bachelor's degree, Accounting
HSBC November 2014 - Present
HSBC February 2014 - November 2014
Ernst & Young September 2009 - February 2014
Skills
Derivatives, Valuation, Hedge Accounting, Interest Rate..., Equity Derivatives, Credit Derivatives, Financial Modeling, Credit Risk, Commodity, Structured Products, Hedging, Options
Education
University of Florida
Bachelor's degree, Accounting
David Schoen David Schoen's HSBC Experience June 2007 - May 2008
Job Senior Brand Analytics Manager, North America Finance at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman May 2015 - Present
Brown-Forman January 2014 - April 2015
Brown-Forman January 2012 - December 2013
Brown-Forman September 2011 - December 2011
Yum! Brands January 2010 - September 2011
Yum! Brands December 2008 - December 2009
Yum! Brands May 2008 - December 2008
HSBC June 2007 - May 2008
Ecolab May 2004 - June 2007
Skills
Forecasting, Strategic Planning, Microsoft Excel, Marketing Effectiveness, P&L Analysis, Corporate Budgeting, Financial Analysis, Analysis, Financial Modeling, Budgets, Data Analysis, Marketing Strategy, Leadership, Marketing, Pricing, Strategy, Finance, P&L, Sales
Education
University of Dayton 2000 — 2004
BS, Applied Mathematical Economics
Irondequoit 1996 — 2000
Brown-Forman May 2015 - Present
Brown-Forman January 2014 - April 2015
Brown-Forman January 2012 - December 2013
Brown-Forman September 2011 - December 2011
Yum! Brands January 2010 - September 2011
Yum! Brands December 2008 - December 2009
Yum! Brands May 2008 - December 2008
HSBC June 2007 - May 2008
Ecolab May 2004 - June 2007
Skills
Forecasting, Strategic Planning, Microsoft Excel, Marketing Effectiveness, P&L Analysis, Corporate Budgeting, Financial Analysis, Analysis, Financial Modeling, Budgets, Data Analysis, Marketing Strategy, Leadership, Marketing, Pricing, Strategy, Finance, P&L, Sales
Education
University of Dayton 2000 — 2004
BS, Applied Mathematical Economics
Irondequoit 1996 — 2000
Jodi Persing Jodi Persing's HSBC Experience December 2005 - February 2008
Job Customer Service, Sales and Executive Administration
Industry Executive Office
Experience
Discover Financial Services May 2015 - Present
Discover Financial Services October 2012 - Present
Advanced Drainage Systems, Inc. June 2011 - 2012
HSBC December 2005 - February 2008
Sovereign Bank March 2005 - December 2005
Skills
Customer Service, Loans, Microsoft Office, Microsoft Word, Budgets, Training, Leadership, Marketing, Microsoft Excel
Education
Wilmington University 2015 — 2017
Bachelor of Science (B.S.), Business Management
University of Delaware 2002 — 2006
Human Resources, Education and Public Policy
Discover Financial Services May 2015 - Present
Discover Financial Services October 2012 - Present
Advanced Drainage Systems, Inc. June 2011 - 2012
HSBC December 2005 - February 2008
Sovereign Bank March 2005 - December 2005
Skills
Customer Service, Loans, Microsoft Office, Microsoft Word, Budgets, Training, Leadership, Marketing, Microsoft Excel
Education
Wilmington University 2015 — 2017
Bachelor of Science (B.S.), Business Management
University of Delaware 2002 — 2006
Human Resources, Education and Public Policy
Eric Marts Eric Marts's HSBC Experience October 2014 - Present
Job Technlogy Leader at HSBC
Industry Information Technology and Services
Experience
HSBC October 2014 - Present
HSBC April 2010 - October 2014
ClearTrial (Oracle) March 2009 - March 2010
Acquity Group (Accenture Interactive) December 2004 - March 2009
Centegra Health System June 2002 - December 2004
Coventry Health Care, an Aetna Company January 2000 - June 2002
Wolters Kluwer July 1998 - January 2000
Skills
IT Strategy, SDLC, Payments, Architecture, Process Improvement, Distributed Systems, Web Services, Leadership, Spring
Education
University Of Dayton 1990 — 1995
BA, Sociology, History
HSBC October 2014 - Present
HSBC April 2010 - October 2014
ClearTrial (Oracle) March 2009 - March 2010
Acquity Group (Accenture Interactive) December 2004 - March 2009
Centegra Health System June 2002 - December 2004
Coventry Health Care, an Aetna Company January 2000 - June 2002
Wolters Kluwer July 1998 - January 2000
Skills
IT Strategy, SDLC, Payments, Architecture, Process Improvement, Distributed Systems, Web Services, Leadership, Spring
Education
University Of Dayton 1990 — 1995
BA, Sociology, History
Tom Scarrone's HSBC Experience January 1983 - January 1987
Job Wholesaler at BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
Legg Mason 2008 - August 2011
Scarrone Consulting January 2000 - January 2005
TRADITION FINANCIAL SERVICES January 1989 - January 2000
Banque Francaise Du Commerce Exterieur January 1987 - January 1989
HSBC January 1983 - January 1987
Skills
Series 7, Series 63, Portfolio Management, Equities, Strategy, Mutual Funds, Finance, Trading, Bonds, Options, Banking, New Business Development, Separately Managed...
Education
University of Delaware 1979 — 1983
BA, Economics
Rumson FairHaven Highschool 1975 — 1979
BlackRock August 2011 - Present
Legg Mason 2008 - August 2011
Scarrone Consulting January 2000 - January 2005
TRADITION FINANCIAL SERVICES January 1989 - January 2000
Banque Francaise Du Commerce Exterieur January 1987 - January 1989
HSBC January 1983 - January 1987
Skills
Series 7, Series 63, Portfolio Management, Equities, Strategy, Mutual Funds, Finance, Trading, Bonds, Options, Banking, New Business Development, Separately Managed...
Education
University of Delaware 1979 — 1983
BA, Economics
Rumson FairHaven Highschool 1975 — 1979
Anushree Shetty,PMP's HSBC Experience August 2004 - November 2004
Job Senior Project Manager at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt April 2012 - Present
Walgreens July 2011 - March 2012
Employer: Syntel Inc, Client : Allstate Insurance January 2010 - August 2010
Employer: Syntel Inc, Client:Allstate Insurance October 2008 - December 2009
Employer: Syntel Inc, Client: Chrysler LLC October 2005 - October 2008
Hewlett-Packard December 2004 - July 2005
HSBC August 2004 - November 2004
Hewlett Packard February 2003 - July 2004
University of Denver September 2001 - June 2003
National Park Service November 2002 - January 2003
Skills
Requirements Analysis, Data Warehousing, Unix, Requirements Gathering, Project Management, Software Project..., SOA, Business Analysis, Web Services, IT Strategy, SDLC, Vendor Management, Resource Management, PMP, SQL, Agile Methodologies, Oracle, Visio, DB2, Agile Project Management, MS Project, Business Intelligence, Integration, Program Management, ITIL, CRM, Risk Management, Software Development
Education
University of Denver 2001 — 2004
MS, Computer Engineering
University of Mumbai 1996 — 2000
BE, Computer Engineering
Aon Hewitt April 2012 - Present
Walgreens July 2011 - March 2012
Employer: Syntel Inc, Client : Allstate Insurance January 2010 - August 2010
Employer: Syntel Inc, Client:Allstate Insurance October 2008 - December 2009
Employer: Syntel Inc, Client: Chrysler LLC October 2005 - October 2008
Hewlett-Packard December 2004 - July 2005
HSBC August 2004 - November 2004
Hewlett Packard February 2003 - July 2004
University of Denver September 2001 - June 2003
National Park Service November 2002 - January 2003
Skills
Requirements Analysis, Data Warehousing, Unix, Requirements Gathering, Project Management, Software Project..., SOA, Business Analysis, Web Services, IT Strategy, SDLC, Vendor Management, Resource Management, PMP, SQL, Agile Methodologies, Oracle, Visio, DB2, Agile Project Management, MS Project, Business Intelligence, Integration, Program Management, ITIL, CRM, Risk Management, Software Development
Education
University of Denver 2001 — 2004
MS, Computer Engineering
University of Mumbai 1996 — 2000
BE, Computer Engineering
Lauren Rosenzweig, AMP's HSBC Experience October 2005 - June 2007
Job Mortgage Banker at Discover home loans
Industry Banking
Experience
Lending Tree May 2009 - Present
Lending Tree May 2009 - Present
First American Debt Relief June 2008 - May 2009
UPS October 2007 - May 2009
Option One Mortgage June 2007 - February 2008
HSBC October 2005 - June 2007
HSBC June 2003 - October 2004
Skills
Loans, Mortgage Lending
Education
University of Florida 1997 — 2001
Lending Tree May 2009 - Present
Lending Tree May 2009 - Present
First American Debt Relief June 2008 - May 2009
UPS October 2007 - May 2009
Option One Mortgage June 2007 - February 2008
HSBC October 2005 - June 2007
HSBC June 2003 - October 2004
Skills
Loans, Mortgage Lending
Education
University of Florida 1997 — 2001
Richard Heath's HSBC Experience January 2001 - July 2003
Job Credit Risk Management Consultant
Industry Banking
Experience
Equifax Analytical Services July 2003 - Present
HSBC January 2001 - July 2003
ABN Amro North America January 2000 - January 2001
The Associates December 1995 - January 2000
Sears January 1989 - November 1995
Skills
Credit Risk, Risk Management, Portfolio Management, Credit, Financial Risk, Banking, Consulting, Credit Cards, Analytics, Finance, Credit Scoring, Analysis, Business Strategy, Strategy, Financial Services, SAS, Program Management, Business Analysis, Management
Education
University of Florida 1984 — 1988
Bachelor of Science, Mathematics
Equifax Analytical Services July 2003 - Present
HSBC January 2001 - July 2003
ABN Amro North America January 2000 - January 2001
The Associates December 1995 - January 2000
Sears January 1989 - November 1995
Skills
Credit Risk, Risk Management, Portfolio Management, Credit, Financial Risk, Banking, Consulting, Credit Cards, Analytics, Finance, Credit Scoring, Analysis, Business Strategy, Strategy, Financial Services, SAS, Program Management, Business Analysis, Management
Education
University of Florida 1984 — 1988
Bachelor of Science, Mathematics
Dominic O'Hagan's HSBC Experience 1988 - 2011
Job Chief Credit Officer, International, Wells Fargo Bank
Industry Banking
Andy Marschhauser, CTP's HSBC Experience September 2007 - Present
Job Assistant Treasurer / Trader, AVP Delaware at HSBC
Industry Financial Services
Experience
HSBC September 2007 - Present
Barclays August 2006 - September 2007
Wachovia Securities January 2003 - August 2006
Skills
Investments, Bloomberg, Fixed Income, Portfolio Management, Valuation, Asset Management, Capital Markets, Investment Management, Treasury, Cash Management, Liquidity Management, Trading
Education
University of Delaware - Lerner College of Business and Economics 1995 — 2000
Bachelor of Science in Business Administration and Economics, Finance and Economics
HSBC September 2007 - Present
Barclays August 2006 - September 2007
Wachovia Securities January 2003 - August 2006
Skills
Investments, Bloomberg, Fixed Income, Portfolio Management, Valuation, Asset Management, Capital Markets, Investment Management, Treasury, Cash Management, Liquidity Management, Trading
Education
University of Delaware - Lerner College of Business and Economics 1995 — 2000
Bachelor of Science in Business Administration and Economics, Finance and Economics
Glen Fernandes's HSBC Experience July 2014 - Present
Job Global Head of Business Development at HSBC
Industry Banking
Experience
HSBC July 2014 - Present
HSBC Bank February 2002 - Present
Oracle July 2000 - February 2002
JPMorgan Chase September 1997 - July 2000
Skills
Cash Management, Banking, Customer Relations, Wealth Management, Credit
Education
University of Delaware 1991 — 1995
Bachelor of Science (B.S.), Economics
Cresskill High School 1987 — 1991
HSBC July 2014 - Present
HSBC Bank February 2002 - Present
Oracle July 2000 - February 2002
JPMorgan Chase September 1997 - July 2000
Skills
Cash Management, Banking, Customer Relations, Wealth Management, Credit
Education
University of Delaware 1991 — 1995
Bachelor of Science (B.S.), Economics
Cresskill High School 1987 — 1991
Beth Anne Hastings's HSBC Experience October 2014 - Present
Job Global Product Manager at HSBC
Industry Banking
Experience
HSBC October 2014 - Present
JPMorgan Chase 2007 - October 2014
Banco Popular 2001 - 2007
ABN AMRO LaSalle 1999 - 2001
Education
University of Dayton 1988 — 1992
MBA, Management
University of Dayton 1982 — 1986
B.S., Marketing
HSBC October 2014 - Present
JPMorgan Chase 2007 - October 2014
Banco Popular 2001 - 2007
ABN AMRO LaSalle 1999 - 2001
Education
University of Dayton 1988 — 1992
MBA, Management
University of Dayton 1982 — 1986
B.S., Marketing
Sara Dodds's HSBC Experience December 2007 - Present
Job SVP, Business Manager Credit and Rates Trading
Industry Financial Services
Experience
HSBC December 2007 - Present
DKR Varick Holdings Fund Ltd 2005 - 2006
Education
University of Delaware 1997 — 2001
HSBC December 2007 - Present
DKR Varick Holdings Fund Ltd 2005 - 2006
Education
University of Delaware 1997 — 2001
Robert Therese's HSBC Experience 2000 - 2007
Job VP Bass Trading
Industry Financial Services
Experience
BTIG LLC. September 2007 - July 2011
HSBC 2000 - 2007
Pershing 1997 - 2000
Skills
Securities, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Credit, Trading Systems, Series 7, Options, Prime Brokerage, Trading, Financial Markets
Education
University of South Florida 2001 — 2003
Matawan Regional High School 1987 — 1992
Christian Brothers Academy 1985 — 1992
University of Dayton 1989 — 1990
BTIG LLC. September 2007 - July 2011
HSBC 2000 - 2007
Pershing 1997 - 2000
Skills
Securities, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Credit, Trading Systems, Series 7, Options, Prime Brokerage, Trading, Financial Markets
Education
University of South Florida 2001 — 2003
Matawan Regional High School 1987 — 1992
Christian Brothers Academy 1985 — 1992
University of Dayton 1989 — 1990
Peter Vassilatos's HSBC Experience December 2001 - November 2010
Job Mtg VP Software Engineering at Cole Taylor Bank
Industry Internet
Experience
MB Financial Bank Mortgage formerly Cole Taylor Mortgage August 2012 - Present
University of Chicago 1997 - Present
Nail Your Mortgage November 2010 - 2012
HSBC December 2001 - November 2010
SGS Net, LLC January 2001 - August 2001
BP/Amoco 1998 - 2001
ABN AMRO (LaSalle National Bank) 1992 - 1998
Skills
Enterprise Architecture, Application Architecture, Software Development, Architecture, Agile Methodologies
Education
The University of Chicago 1999 — 2001
MS, Computer Science
The University of Chicago 1991 — 1995
MA, English Language and Literature
University of Delaware 1986 — 1992
MB Financial Bank Mortgage formerly Cole Taylor Mortgage August 2012 - Present
University of Chicago 1997 - Present
Nail Your Mortgage November 2010 - 2012
HSBC December 2001 - November 2010
SGS Net, LLC January 2001 - August 2001
BP/Amoco 1998 - 2001
ABN AMRO (LaSalle National Bank) 1992 - 1998
Skills
Enterprise Architecture, Application Architecture, Software Development, Architecture, Agile Methodologies
Education
The University of Chicago 1999 — 2001
MS, Computer Science
The University of Chicago 1991 — 1995
MA, English Language and Literature
University of Delaware 1986 — 1992
Sammi Guo, FRM's HSBC Experience February 2010 - April 2014
Job Senior Business Analyst at CS
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
HSBC February 2010 - April 2014
JPMorgan Chase May 2007 - September 2009
JPMorgan Chase May 2007 - September 2009
ABN AMRO 2006 - 2006
Lipper, A Thomson Reuters Company 2004 - 2006
China Merchants Securities Co., Ltd. 2001 - 2003
Skills
Investment Banking, Derivatives, Equities, Fixed Income, Trading Systems, Financial Modeling, Credit Risk, Market Risk, Capital Markets, Trading, FX Options, Portfolio Management, Business Analysis, Options, Risk Management, Credit Derivatives
Education
NYIF 2010 — 2011
University of Denver 2003 — 2005
MA, Economics
Credit Suisse April 2014 - Present
HSBC February 2010 - April 2014
JPMorgan Chase May 2007 - September 2009
JPMorgan Chase May 2007 - September 2009
ABN AMRO 2006 - 2006
Lipper, A Thomson Reuters Company 2004 - 2006
China Merchants Securities Co., Ltd. 2001 - 2003
Skills
Investment Banking, Derivatives, Equities, Fixed Income, Trading Systems, Financial Modeling, Credit Risk, Market Risk, Capital Markets, Trading, FX Options, Portfolio Management, Business Analysis, Options, Risk Management, Credit Derivatives
Education
NYIF 2010 — 2011
University of Denver 2003 — 2005
MA, Economics
Vanessa Qin's HSBC Experience January 2010 - June 2012
Job VP Sr.Business Analyst at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank June 2012 - Present
HSBC January 2010 - June 2012
Morgan Stanley January 2007 - December 2009
Education
University of Florida
Master's degree
Barclays Investment Bank June 2012 - Present
HSBC January 2010 - June 2012
Morgan Stanley January 2007 - December 2009
Education
University of Florida
Master's degree
Na He's HSBC Experience April 2011 - September 2012
Job AVP Quantitative Finance Analysis at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
HSBC April 2011 - September 2012
University of Delaware August 2007 - March 2011
University of Delaware August 2006 - May 2007
University of Delaware January 2007 - February 2007
Skills
SAS, Statistical Modeling, Predictive Modeling, Time Series Analysis, R, Statistics, Credit Risk, Analytics
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2011
Ph.D, Economics
University of Delaware 2009 — 2010
MS, Statistics
Bank of America October 2012 - Present
HSBC April 2011 - September 2012
University of Delaware August 2007 - March 2011
University of Delaware August 2006 - May 2007
University of Delaware January 2007 - February 2007
Skills
SAS, Statistical Modeling, Predictive Modeling, Time Series Analysis, R, Statistics, Credit Risk, Analytics
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2011
Ph.D, Economics
University of Delaware 2009 — 2010
MS, Statistics
Dave McKewan's HSBC Experience February 2001 - June 2008
Job IT Developer III at HealthNow New York Inc.
Industry Information Technology and Services
Experience
HealthNow New York Inc. May 2014 - Present
HealthNow New York Inc. June 2008 - May 2014
HSBC February 2001 - June 2008
HSBC Bank UK August 1997 - January 2001
J Sainsbury's Plc 1993 - 1995
Skills
DB2, SDLC, WebSphere Application..., XML, JSF, AIX, Portlets, SQL, Visio, Web Services, Visual Basic, Data Warehousing, Grails, WebSphere Portal, Java, IBM AIX, Requirements Analysis, Business Analysis, Process Improvement, Requirements Gathering, Vendor Management
Education
University of East London 1987 — 1989
HND Computer Studies, Programming
HealthNow New York Inc. May 2014 - Present
HealthNow New York Inc. June 2008 - May 2014
HSBC February 2001 - June 2008
HSBC Bank UK August 1997 - January 2001
J Sainsbury's Plc 1993 - 1995
Skills
DB2, SDLC, WebSphere Application..., XML, JSF, AIX, Portlets, SQL, Visio, Web Services, Visual Basic, Data Warehousing, Grails, WebSphere Portal, Java, IBM AIX, Requirements Analysis, Business Analysis, Process Improvement, Requirements Gathering, Vendor Management
Education
University of East London 1987 — 1989
HND Computer Studies, Programming
Anthony J Travagline's HSBC Experience 2004 - 2006
Job Sr. Director Solution Sales
Industry Financial Services
Experience
FICO September 2014 - Present
Barclays and Swedbank (JV) - Entercard October 2010 - August 2014
Barclays 2008 - 2010
Innovative Consultants September 2006 - July 2008
HSBC 2004 - 2006
ING DIRECT 2000 - 2004
MBNA 1987 - 1997
Skills
Credit Risk, Banking, Credit, Financial Risk, Loans, Payments, Financial Services, Internet Banking, Risk Management, Fraud, Mortgage Lending, Call Center, Cross Selling, Analytics, Debit Cards, Finance, Basel II, Outsourcing, Operational Risk, Call Centers, Leadership, Management, CRM, Portfolio Management, Relationship Management, Credit Analysis, Credit Scoring, Cards, Consumer Lending, Operational Risk..., AML, Payment Systems, Executive Management, KYC, Electronic Payments, Sales, Mobile Payments, Loss Mitigation, Strategic Financial..., Strategy, Mortgage Banking, Vendor Management, Debt Management, MIS, Change Management, Credit Cards
Education
University of Delaware
BA Psychology
FICO September 2014 - Present
Barclays and Swedbank (JV) - Entercard October 2010 - August 2014
Barclays 2008 - 2010
Innovative Consultants September 2006 - July 2008
HSBC 2004 - 2006
ING DIRECT 2000 - 2004
MBNA 1987 - 1997
Skills
Credit Risk, Banking, Credit, Financial Risk, Loans, Payments, Financial Services, Internet Banking, Risk Management, Fraud, Mortgage Lending, Call Center, Cross Selling, Analytics, Debit Cards, Finance, Basel II, Outsourcing, Operational Risk, Call Centers, Leadership, Management, CRM, Portfolio Management, Relationship Management, Credit Analysis, Credit Scoring, Cards, Consumer Lending, Operational Risk..., AML, Payment Systems, Executive Management, KYC, Electronic Payments, Sales, Mobile Payments, Loss Mitigation, Strategic Financial..., Strategy, Mortgage Banking, Vendor Management, Debt Management, MIS, Change Management, Credit Cards
Education
University of Delaware
BA Psychology
Eric Gaydu's HSBC Experience April 1997 - Present
Job Consultant at HSBC
Industry Information Technology and Services
Experience
HSBC April 1997 - Present
COMPLETE BUSINESS SOLUTIONS, INC. January 1995 - April 1997
Skills
DB2, JCL, COBOL, Business Analysis, Project Management, Financial Risk, Requirements Gathering, CICS, Software Project..., Data Warehousing, IT Strategy
Education
University of Detroit Mercy 1990 — 1994
Bachelor Of Science, Computer Science
St Florians
St Florians
St Florians
HSBC April 1997 - Present
COMPLETE BUSINESS SOLUTIONS, INC. January 1995 - April 1997
Skills
DB2, JCL, COBOL, Business Analysis, Project Management, Financial Risk, Requirements Gathering, CICS, Software Project..., Data Warehousing, IT Strategy
Education
University of Detroit Mercy 1990 — 1994
Bachelor Of Science, Computer Science
St Florians
St Florians
St Florians
Scott Endress's HSBC Experience 2011 - 2012
Job Asset Management Analyst at Red Stone Equity Partners, LLC
Industry Real Estate
Experience
Red Stone Equity Partners, LLC August 2014 - Present
Heitman September 2012 - August 2014
HSBC 2011 - 2012
Grupo SM 2010 - 2010
McCarthy, Burgess & Wolff June 2009 - August 2009
Escallate, LLC February 2007 - December 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Valuation, Cash Flow, Spanish, Microsoft Excel, Portfolio Management, Finance, Financial Modeling, Financial Reporting, Argus Modeling, Real Estate, Real Estate Economics, Yardi, Real Estate Transactions, Operating Budgets, DCF Valuation, Real Estate Development, IRR, LIHTC, Affordable Housing
Education
University of Dayton 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Spanish
Walsh Jesuit High School
Red Stone Equity Partners, LLC August 2014 - Present
Heitman September 2012 - August 2014
HSBC 2011 - 2012
Grupo SM 2010 - 2010
McCarthy, Burgess & Wolff June 2009 - August 2009
Escallate, LLC February 2007 - December 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Valuation, Cash Flow, Spanish, Microsoft Excel, Portfolio Management, Finance, Financial Modeling, Financial Reporting, Argus Modeling, Real Estate, Real Estate Economics, Yardi, Real Estate Transactions, Operating Budgets, DCF Valuation, Real Estate Development, IRR, LIHTC, Affordable Housing
Education
University of Dayton 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Spanish
Walsh Jesuit High School
Jacob Aruldhas's HSBC Experience 1997 - 1999
Job CEO at ECS Financials
Industry Information Technology and Services
Experience
Columbia University 2012 - Present
SWIFT 2007 - Present
ECS Financials 2005 - Present
Vanguard 2003 - 2004
Franklin Templeton Investments 2002 - 2003
Fiduciary Trust 2001 - 2002
Deutsche Bank 1999 - 2001
Chase 1999 - 1999
HSBC 1997 - 1999
Skills
Integration, EAI, SWIFT payments, Enterprise Architecture, WebSphere MQ, SOA, SDLC, Middleware
Education
University of Florida 1991 — 1994
PhD, Engineering
University of Kerala 1990 — 1991
Master of Science (MS), Engineering
University of Kerala 1983 — 1988
Bachelor of Science (BS), Engineering
Columbia University 2012 - Present
SWIFT 2007 - Present
ECS Financials 2005 - Present
Vanguard 2003 - 2004
Franklin Templeton Investments 2002 - 2003
Fiduciary Trust 2001 - 2002
Deutsche Bank 1999 - 2001
Chase 1999 - 1999
HSBC 1997 - 1999
Skills
Integration, EAI, SWIFT payments, Enterprise Architecture, WebSphere MQ, SOA, SDLC, Middleware
Education
University of Florida 1991 — 1994
PhD, Engineering
University of Kerala 1990 — 1991
Master of Science (MS), Engineering
University of Kerala 1983 — 1988
Bachelor of Science (BS), Engineering
Patrick Pelli's HSBC Experience Business DevelopmentWaMu2004 - 2006
Job Vice President/Branch Manager at HSBC
Industry Banking
Experience
HSBC Business DevelopmentWaMu2004 - 2006
Chase Manhattan Bank of CT 1992 - 1995
Education
University of Connecticut 1976 — 1980
BA, Economics/Spanish
HSBC Business DevelopmentWaMu2004 - 2006
Chase Manhattan Bank of CT 1992 - 1995
Education
University of Connecticut 1976 — 1980
BA, Economics/Spanish
Tony Salpietra's HSBC Experience November 2000 - March 2008
Job Financial Shared Services/Sales and Use Tax at Mead Johnson Nutrition
Industry Accounting
Experience
Mead Johnson Nutrition April 2015 - Present
Mead Johnson Nutrition April 2012 - Present
Achieve CCA Inc March 2008 - July 2011
HSBC November 2000 - March 2008
Chase Home Finance July 2004 - November 2004
Skills
Leadership, Accounting, Sales, Time Management, Management, Operations Management, Process Improvement, Forecasting, Customer Service, Finance, Strategic Planning, Team Building, Financial Analysis, Mortgage Lending, Microsoft Excel, Microsoft Office, Business Development, Microsoft Word, Budgets, Project Management, SAP, Solution Implementation, Strategic Partnerships, Credit, Financial Reporting, Sarbanes-Oxley Act, Managerial Finance
Education
University of Southern Indiana 2010 — 2012
Post Baccalaureate, Accountancy
University of Evansville 1995 — 1999
Bachelors, Education
Castle High School 1991 — 1995
General
Mead Johnson Nutrition April 2015 - Present
Mead Johnson Nutrition April 2012 - Present
Achieve CCA Inc March 2008 - July 2011
HSBC November 2000 - March 2008
Chase Home Finance July 2004 - November 2004
Skills
Leadership, Accounting, Sales, Time Management, Management, Operations Management, Process Improvement, Forecasting, Customer Service, Finance, Strategic Planning, Team Building, Financial Analysis, Mortgage Lending, Microsoft Excel, Microsoft Office, Business Development, Microsoft Word, Budgets, Project Management, SAP, Solution Implementation, Strategic Partnerships, Credit, Financial Reporting, Sarbanes-Oxley Act, Managerial Finance
Education
University of Southern Indiana 2010 — 2012
Post Baccalaureate, Accountancy
University of Evansville 1995 — 1999
Bachelors, Education
Castle High School 1991 — 1995
General
Nick Tsotsos's HSBC Experience January 2006 - September 2007
Job Regional Bank Private Banker II
Industry Financial Services
Experience
Wells Fargo October 2007 - Present
HSBC January 2006 - September 2007
HSBC January 2005 - January 2006
Skills
Series 7
Education
University of Florida 1997 — 2002
BA, Business Administration
Wells Fargo October 2007 - Present
HSBC January 2006 - September 2007
HSBC January 2005 - January 2006
Skills
Series 7
Education
University of Florida 1997 — 2002
BA, Business Administration
Chaitanya Davuluri's HSBC Experience March 2006 - Present
Job Sr Analyst Business Systems at HSBC
Industry Financial Services
Experience
HSBC March 2006 - Present
Skills
Credit Cards
Education
University of Essex
Vellore Institute of Technology
BE
HSBC March 2006 - Present
Skills
Credit Cards
Education
University of Essex
Vellore Institute of Technology
BE
Steve Gonabe's HSBC Experience May 2005 - December 2007
Job SVPHuman Resources at Encore Capital Group
Industry Human Resources
Experience
HR Executive September 2014 - Present
Encore Capital Group January 2011 - August 2014
HSBC May 2005 - December 2007
HSBC Card Services March 2003 - May 2005
Household Credit Services June 1997 - March 2003
Household International 1992 - 1997
Household International 1974 - 1992
Skills
Talent Management, Performance Management, Succession Planning, Employee Benefits, Employee Training, HRIS, Human Resources, Interviews, Leadership, Management, Onboarding, Organizational Design, Organizational..., Organizational..., Personnel Management, Recruiting, Technical Recruiting, Workforce Planning, Applicant Tracking...
Education
University of Delaware 1969 — 1974
BA, Political Science
HR Executive September 2014 - Present
Encore Capital Group January 2011 - August 2014
HSBC May 2005 - December 2007
HSBC Card Services March 2003 - May 2005
Household Credit Services June 1997 - March 2003
Household International 1992 - 1997
Household International 1974 - 1992
Skills
Talent Management, Performance Management, Succession Planning, Employee Benefits, Employee Training, HRIS, Human Resources, Interviews, Leadership, Management, Onboarding, Organizational Design, Organizational..., Organizational..., Personnel Management, Recruiting, Technical Recruiting, Workforce Planning, Applicant Tracking...
Education
University of Delaware 1969 — 1974
BA, Political Science
Michael Ferris's HSBC Experience July 2010 - Present
Job Credit Analyst
Industry Banking
Experience
HSBC July 2010 - Present
Wells Fargo July 2009 - June 2010
Wachovia July 2008 - July 2009
Wachovia 2007 - June 2008
Wachovia April 2002 - June 2008
First Union December 1999 - March 2002
Skills
Credit, Portfolio Management, Banking, Credit Risk, Credit Analysis, Risk Management
Education
University of Delaware 1997 — 1999
Bachelor of Arts, Major: International Relations, Minors: French, Economics
HSBC July 2010 - Present
Wells Fargo July 2009 - June 2010
Wachovia July 2008 - July 2009
Wachovia 2007 - June 2008
Wachovia April 2002 - June 2008
First Union December 1999 - March 2002
Skills
Credit, Portfolio Management, Banking, Credit Risk, Credit Analysis, Risk Management
Education
University of Delaware 1997 — 1999
Bachelor of Arts, Major: International Relations, Minors: French, Economics
Faye Johnson, CPA's HSBC Experience September 2012 - November 2012
Job Senior Level Accountant and Auditor
Industry Accounting
Experience
Milwaukee Social Development Commission June 2014 - February 2015
Kimberly-Clark September 2013 - December 2013
Wisconsin Bank & Trust January 2013 - March 2013
HSBC September 2012 - November 2012
Kohler Co. May 2012 - August 2012
National Council on Compensation Insurance January 2008 - April 2011
Milwaukee Public Schools July 2006 - March 2007
County of Wayne April 2003 - May 2005
Skills
Financial audits, Operational audits, Compliance audits, Financial statement..., Accruals, Adjusting entries, Audit report writing, Financial analysis, US GAAP, General Ledger..., General Ledger..., Authored Policies and..., SOX audits, Internal Controls, Compliance, Auditing, Preparation, Analysis, Process Improvement, Reconciliation, GAAP, Accounting, Financial Accounting, General Ledger, Fixed Assets, Revenue Recognition, Internal Audit, Variance Analysis, External Audit, Monthly Close, Account Reconciliation, Journal Entries, Cash Flow, Consolidation, Reconciliations, Accounts Payable, Accounts Receivable, Balance, Financial Control, Quickbooks, Tax Preparation, Hyperion, MAR, SAP, Financial Statements, Control Testing, Controls Assessment, General Controls, Budgets, Compilation Of...
Education
Cass Technical High
University of Detroit Mercy
BBA, Accounting
Milwaukee Social Development Commission June 2014 - February 2015
Kimberly-Clark September 2013 - December 2013
Wisconsin Bank & Trust January 2013 - March 2013
HSBC September 2012 - November 2012
Kohler Co. May 2012 - August 2012
National Council on Compensation Insurance January 2008 - April 2011
Milwaukee Public Schools July 2006 - March 2007
County of Wayne April 2003 - May 2005
Skills
Financial audits, Operational audits, Compliance audits, Financial statement..., Accruals, Adjusting entries, Audit report writing, Financial analysis, US GAAP, General Ledger..., General Ledger..., Authored Policies and..., SOX audits, Internal Controls, Compliance, Auditing, Preparation, Analysis, Process Improvement, Reconciliation, GAAP, Accounting, Financial Accounting, General Ledger, Fixed Assets, Revenue Recognition, Internal Audit, Variance Analysis, External Audit, Monthly Close, Account Reconciliation, Journal Entries, Cash Flow, Consolidation, Reconciliations, Accounts Payable, Accounts Receivable, Balance, Financial Control, Quickbooks, Tax Preparation, Hyperion, MAR, SAP, Financial Statements, Control Testing, Controls Assessment, General Controls, Budgets, Compilation Of...
Education
Cass Technical High
University of Detroit Mercy
BBA, Accounting
Justin Luedeke's HSBC Experience 2005 - August 2012
Job Business Owner Crystal Executive at Isagenix
Industry Financial Services
Experience
Isagenix May 2013 - Present
Bank of America August 2012 - April 2013
HSBC 2005 - August 2012
HSBC 2002 - 2005
Education
University of Dayton 1998 — 2001
Finance
University of Tennessee-Knoxville 1997 — 1998
Archbishop Alter High School 1993 — 1997
Isagenix May 2013 - Present
Bank of America August 2012 - April 2013
HSBC 2005 - August 2012
HSBC 2002 - 2005
Education
University of Dayton 1998 — 2001
Finance
University of Tennessee-Knoxville 1997 — 1998
Archbishop Alter High School 1993 — 1997
James Hanby's HSBC Experience 1998 - 2006
Job Justice of the Peace at State of Delaware
Industry Judiciary
Experience
State of Delaware January 2007 - Present
ING DIRECT November 2006 - January 2007
HSBC 1998 - 2006
New Castle County 1997 - 2000
Skills
Public Speaking, Public Policy, Litigation, Research, Policy Analysis, Non-profits, Strategic Planning, Fundraising, Insurance, Community Outreach, Public Relations, Editing, Analysis, PowerPoint, Politics, Program Management, Event Planning, Nonprofits, Grants, Grant Writing, Political Campaigns, Press Releases, Courts, Social Media, Legal Writing, Budgets, Mediation, System Administration, Program Development, Criminal Law, Microsoft Excel, Training, Team Building, Leadership, Microsoft Office, Legal Research, Community Development, Leadership Development, Event Management, Volunteer Management, Teaching, Customer Service, Organizational..., Media Relations, Legislative Relations, Enforcement, Criminal Justice, Homeland Security, Economic Development, Administration
Education
University of Delaware
West Chester University of Pennsylvania
Political Science and Government
State of Delaware January 2007 - Present
ING DIRECT November 2006 - January 2007
HSBC 1998 - 2006
New Castle County 1997 - 2000
Skills
Public Speaking, Public Policy, Litigation, Research, Policy Analysis, Non-profits, Strategic Planning, Fundraising, Insurance, Community Outreach, Public Relations, Editing, Analysis, PowerPoint, Politics, Program Management, Event Planning, Nonprofits, Grants, Grant Writing, Political Campaigns, Press Releases, Courts, Social Media, Legal Writing, Budgets, Mediation, System Administration, Program Development, Criminal Law, Microsoft Excel, Training, Team Building, Leadership, Microsoft Office, Legal Research, Community Development, Leadership Development, Event Management, Volunteer Management, Teaching, Customer Service, Organizational..., Media Relations, Legislative Relations, Enforcement, Criminal Justice, Homeland Security, Economic Development, Administration
Education
University of Delaware
West Chester University of Pennsylvania
Political Science and Government
Daniel Patriarca's HSBC Experience June 2007 - February 2009
Job Certified Public Accountant at P3 Financial Group, LLC
Industry Accounting
Experience
P3 Financial Group, LLC July 2012 - Present
M.A. Patriarca & Associates March 2009 - June 2012
HSBC June 2007 - February 2009
Skills
Tax, Auditing, CPA, Financial Reporting, Tax Accounting, Small Business, Financial Services, Wealth Management, Tax Preparation, Financial Analysis
Education
University of Dayton 2003 — 2007
Bachelor of Science, Accounting and Finance
P3 Financial Group, LLC July 2012 - Present
M.A. Patriarca & Associates March 2009 - June 2012
HSBC June 2007 - February 2009
Skills
Tax, Auditing, CPA, Financial Reporting, Tax Accounting, Small Business, Financial Services, Wealth Management, Tax Preparation, Financial Analysis
Education
University of Dayton 2003 — 2007
Bachelor of Science, Accounting and Finance
Mary Ellen Olson, CFA's HSBC Experience January 2012 - March 2013
Job Global Fixed Income Research Analyst
Industry Financial Services
Experience
HSBC January 2012 - March 2013
HSBC July 2007 - December 2011
Standard & Poor's Corporation January 1991 - July 2007
Liberty Mutual Insurance Company 1990 - 1991
Skills
Credit Research, Spanish, High Yield, Credit Analysis, Fixed Income, Equities, Investment Banking, Hedge Funds, Emerging Markets, Portfolio Management, Financial Markets, Market Data, ABS, MBS, Securitization, Capital Markets, Credit, Project Finance, Bonds
Education
University of Connecticut 1988 — 1990
MBA, Finance, Marketing
The University of Connecticut 1984 — 1988
BA, English, Spanish
HSBC January 2012 - March 2013
HSBC July 2007 - December 2011
Standard & Poor's Corporation January 1991 - July 2007
Liberty Mutual Insurance Company 1990 - 1991
Skills
Credit Research, Spanish, High Yield, Credit Analysis, Fixed Income, Equities, Investment Banking, Hedge Funds, Emerging Markets, Portfolio Management, Financial Markets, Market Data, ABS, MBS, Securitization, Capital Markets, Credit, Project Finance, Bonds
Education
University of Connecticut 1988 — 1990
MBA, Finance, Marketing
The University of Connecticut 1984 — 1988
BA, English, Spanish
Robert J. Maher's HSBC Experience August 1998 - October 2009
Job VP, Unit Leader, Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
HSBC August 1998 - October 2009
Skills
Change Management, Sales Management, Operations Management, Driving Results, Success Driven, Successful track record, Top Producer, Cultural Transformation
Education
University of Florida
Bachelor of Science, Finance, 1998
Bank of America 2010 - Present
HSBC August 1998 - October 2009
Skills
Change Management, Sales Management, Operations Management, Driving Results, Success Driven, Successful track record, Top Producer, Cultural Transformation
Education
University of Florida
Bachelor of Science, Finance, 1998
Ed Ashurst's HSBC Experience 1963 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
CITI Bank Senior Vice President-ServicingWashington Mutual1997 - 2007
Washington Mutual Bank 1996 - 2007
HSBC 1963 - 1995
HSBC Mortgage Services 1963 - 1995
Household 1963 - 1995
Skills
Banking, Credit, Financial Risk, Financial Services, Leadership, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Credit Analysis, Financial Analysis, Credit Risk, Risk Management, Mortgage Banking, Executive Management, Finance, Relationship Management, Process Improvement, Underwriting
Education
University of Florida 1962 — 1963
Associate of Arts (AA)
CITI Bank Senior Vice President-ServicingWashington Mutual1997 - 2007
Washington Mutual Bank 1996 - 2007
HSBC 1963 - 1995
HSBC Mortgage Services 1963 - 1995
Household 1963 - 1995
Skills
Banking, Credit, Financial Risk, Financial Services, Leadership, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Credit Analysis, Financial Analysis, Credit Risk, Risk Management, Mortgage Banking, Executive Management, Finance, Relationship Management, Process Improvement, Underwriting
Education
University of Florida 1962 — 1963
Associate of Arts (AA)
Matthew Novack's HSBC Experience 2012 - Present
Job Foreign Exchange Sales at HSBC
Industry Banking
Experience
HSBC 2012 - Present
Wells Fargo Bank 2008 - 2012
J.P. Morgan June 2007 - August 2007
Skills
FX, FX Options, Structuring, Derivatives, Hedging, Capital Markets, Currency, Foreign Exchange..., Risk Management, Fixed Income, Foreign Exchange, Portfolio Management
Education
University of Florida 2007 — 2008
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
HSBC 2012 - Present
Wells Fargo Bank 2008 - 2012
J.P. Morgan June 2007 - August 2007
Skills
FX, FX Options, Structuring, Derivatives, Hedging, Capital Markets, Currency, Foreign Exchange..., Risk Management, Fixed Income, Foreign Exchange, Portfolio Management
Education
University of Florida 2007 — 2008
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Amanda C Urena's HSBC Experience September 2004 - August 2010
Job Marketing Communications Project Manager
Industry Hospital & Health Care
Experience
WellCare October 2011 - Present
PNC September 2010 - July 2011
HSBC September 2004 - August 2010
Skills
Insurance, Customer Service, Management, Business Analysis, Marketing, Health Insurance, Process Improvement, Project Management, Leadership, Vendor Management, Strategic Planning, Sales, Sales Management, Advertising, Program Management, Account Management, Direct Mail, CRM
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Marketing
WellCare October 2011 - Present
PNC September 2010 - July 2011
HSBC September 2004 - August 2010
Skills
Insurance, Customer Service, Management, Business Analysis, Marketing, Health Insurance, Process Improvement, Project Management, Leadership, Vendor Management, Strategic Planning, Sales, Sales Management, Advertising, Program Management, Account Management, Direct Mail, CRM
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Marketing
Sean Neilan's HSBC Experience October 2003 - January 2009
Job Area Sales Manager at Capital One Auto Finance
Industry Financial Services
Experience
Capital One Auto Finance June 2014 - Present
Exeter Finance Corp April 2012 - June 2014
Richmond American Homes July 2011 - March 2012
HSBC October 2003 - January 2009
Republic National Distributing Company February 2001 - October 2003
American Software 2001 - 2002
Tongue & Groove 1994 - 1996
Skills
Sales, Credit, Loans, Relationship Management, Sales Management, Credit Analysis, Consumer Lending, Banking, Credit Risk, Portfolio Management, Underwriting, Mortgage Lending, Finance, Loan Origination, Team Building, Forecasting, Account Management, Negotiation, Selling, Management
Education
University of Florida 1985 — 1991
BS, Business
Capital One Auto Finance June 2014 - Present
Exeter Finance Corp April 2012 - June 2014
Richmond American Homes July 2011 - March 2012
HSBC October 2003 - January 2009
Republic National Distributing Company February 2001 - October 2003
American Software 2001 - 2002
Tongue & Groove 1994 - 1996
Skills
Sales, Credit, Loans, Relationship Management, Sales Management, Credit Analysis, Consumer Lending, Banking, Credit Risk, Portfolio Management, Underwriting, Mortgage Lending, Finance, Loan Origination, Team Building, Forecasting, Account Management, Negotiation, Selling, Management
Education
University of Florida 1985 — 1991
BS, Business
Nicholas Hogg's HSBC Experience January 2005 - January 2007
Job Vice President at Lloyds Bank
Industry Banking
Experience
Lloyds Bank June 2013 - Present
Lloyds Banking Group February 2007 - June 2013
HSBC January 2005 - January 2007
Skills
Relationship Management, Financial Markets, Account Management, Financial Risk, FX trading, Banking, Derivatives, FX Options, Risk Management, Foreign Exchange, Currency, Portfolio Management
Education
University of Derby 1997 — 1999
BA, Business Studies
Kirkham Grammar School
Lloyds Bank June 2013 - Present
Lloyds Banking Group February 2007 - June 2013
HSBC January 2005 - January 2007
Skills
Relationship Management, Financial Markets, Account Management, Financial Risk, FX trading, Banking, Derivatives, FX Options, Risk Management, Foreign Exchange, Currency, Portfolio Management
Education
University of Derby 1997 — 1999
BA, Business Studies
Kirkham Grammar School
Armando R Euceda's HSBC Experience October 2007 - August 2008
Job Sr. Network Analyst at CH2M HILL
Industry Information Technology and Services
Experience
CH2M HILL June 2013 - Present
Norgren June 2011 - June 2013
Lewan & Associates November 2012 - March 2013
HSBC October 2007 - August 2008
Skills
CCNA, CCNA Wireless, Cisco ASA, Checkpoint Security, Cisco Nexus, Catalyst Switches, HSRP, VCP, OSPF, SNMP, Solarwinds, VLAN, Cisco Technologies, Switches, Active Directory, EIGRP, Routers, WAN, Troubleshooting, Network Administration, Firewalls
Education
University of Denver 2009 — 2011
M.S, Information and Communications Technology: Telecommunications Technology, Information Technology, 3.8
Universidad Tecnológica Centroamericana (UNITEC) 2003 — 2008
B.S, Telecommunications Engineering, Information Technology
ELVEL
High School
CH2M HILL June 2013 - Present
Norgren June 2011 - June 2013
Lewan & Associates November 2012 - March 2013
HSBC October 2007 - August 2008
Skills
CCNA, CCNA Wireless, Cisco ASA, Checkpoint Security, Cisco Nexus, Catalyst Switches, HSRP, VCP, OSPF, SNMP, Solarwinds, VLAN, Cisco Technologies, Switches, Active Directory, EIGRP, Routers, WAN, Troubleshooting, Network Administration, Firewalls
Education
University of Denver 2009 — 2011
M.S, Information and Communications Technology: Telecommunications Technology, Information Technology, 3.8
Universidad Tecnológica Centroamericana (UNITEC) 2003 — 2008
B.S, Telecommunications Engineering, Information Technology
ELVEL
High School
Sherjuan Williams's HSBC Experience March 2009 - Present
Job Pharmaceuticals/ Medical Technology Professional
Industry Pharmaceuticals
Experience
HSBC March 2009 - Present
UPS/Kelly Services September 2008 - December 2008
Dade Behring/Seimens August 2004 - October 2007
Dade Behring, Inc August 2004 - October 2007
SeraCAre BioMat Plasma Center December 2003 - March 2004
SeraCare BioMat USA, Inc December 2003 - March 2004
JPMorgan Chase/Integrity Staffing February 2003 - September 2003
Merck/Kvaerner Process April 2002 - July 2002
AstraZenca August 1997 - April 2002
AstraZeneca Pharmaceuticals, Inc August 1997 - April 2002
Education
University of Delaware 1992 — 1997
Bachelor of Science, Medical Technology
University of Delaware
Bachelor of Science, Medical Technology
HSBC March 2009 - Present
UPS/Kelly Services September 2008 - December 2008
Dade Behring/Seimens August 2004 - October 2007
Dade Behring, Inc August 2004 - October 2007
SeraCAre BioMat Plasma Center December 2003 - March 2004
SeraCare BioMat USA, Inc December 2003 - March 2004
JPMorgan Chase/Integrity Staffing February 2003 - September 2003
Merck/Kvaerner Process April 2002 - July 2002
AstraZenca August 1997 - April 2002
AstraZeneca Pharmaceuticals, Inc August 1997 - April 2002
Education
University of Delaware 1992 — 1997
Bachelor of Science, Medical Technology
University of Delaware
Bachelor of Science, Medical Technology
Brian McGann, CFA's HSBC Experience April 2008 - Present
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC April 2008 - Present
JP Morgan July 2007 - April 2008
HSBC Private Bank 1994 - 2006
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Strategy, Economics, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Asset Management, Management, Investment Strategies, Mutual Funds, Capital Markets, Securities, Bloomberg, Financial Services, Banking, Bonds, Relationship Management, Investment Management
Education
University of Delaware 1985 — 1989
BS, Finance
HSBC April 2008 - Present
JP Morgan July 2007 - April 2008
HSBC Private Bank 1994 - 2006
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Strategy, Economics, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Asset Management, Management, Investment Strategies, Mutual Funds, Capital Markets, Securities, Bloomberg, Financial Services, Banking, Bonds, Relationship Management, Investment Management
Education
University of Delaware 1985 — 1989
BS, Finance
Ruth Langrehr's HSBC Experience April 2011 - Present
Job AVP AML Investigations/Compliance at HSBC
Industry Financial Services
Experience
HSBC April 2011 - Present
HSBC Card Services March 1998 - April 2011
Embassy Suites 1996 - 1998
Sheraton 1994 - 1996
Embassy Suites 1990 - 1994
University of Delaware 1984 - 1990
Skills
Credit Cards, Retail Banking, Credit, Employee Relations, Relationship Management, Vendor Management, Financial Services, Performance Management, Business Development, Account Management, Process Improvement, Training, Business Analysis, Coaching, Call Centers, Sales, Operations Management, Management, Leadership
Education
University of Delaware 1979 — 1983
BSHR, Hotel & Restaurant Management
Lansdale Catholic High School
HSBC April 2011 - Present
HSBC Card Services March 1998 - April 2011
Embassy Suites 1996 - 1998
Sheraton 1994 - 1996
Embassy Suites 1990 - 1994
University of Delaware 1984 - 1990
Skills
Credit Cards, Retail Banking, Credit, Employee Relations, Relationship Management, Vendor Management, Financial Services, Performance Management, Business Development, Account Management, Process Improvement, Training, Business Analysis, Coaching, Call Centers, Sales, Operations Management, Management, Leadership
Education
University of Delaware 1979 — 1983
BSHR, Hotel & Restaurant Management
Lansdale Catholic High School
Michael Jonas's HSBC Experience April 2005 - January 2007
Job Program Manager at Equifax
Industry Financial Services
Experience
Equifax April 2015 - Present
Altisource Labs August 2011 - April 2015
JPMorgan Chase January 2007 - September 2011
HSBC April 2005 - January 2007
Bank of America (former MBNA America) January 2002 - March 2005
Bank of America (former MBNA America) July 2001 - December 2001
Bank of America (former MBNA America) June 1998 - January 2001
Skills
Agile Project Management, Business Analysis, Credit, PMO, PMP, Process Improvement, Project Delivery, Project Portfolio..., Requirements Analysis, Risk Management, SDLC, Software Project..., Vendor Management, Visio, Credit Cards
Education
University of Delaware
B.A in Journalism
Equifax April 2015 - Present
Altisource Labs August 2011 - April 2015
JPMorgan Chase January 2007 - September 2011
HSBC April 2005 - January 2007
Bank of America (former MBNA America) January 2002 - March 2005
Bank of America (former MBNA America) July 2001 - December 2001
Bank of America (former MBNA America) June 1998 - January 2001
Skills
Agile Project Management, Business Analysis, Credit, PMO, PMP, Process Improvement, Project Delivery, Project Portfolio..., Requirements Analysis, Risk Management, SDLC, Software Project..., Vendor Management, Visio, Credit Cards
Education
University of Delaware
B.A in Journalism
Robert Mello's HSBC Experience 2010 - Present
Job Senior Vice President at HSBC
Industry Banking
Experience
HSBC 2010 - Present
Tygris Commercial Finance 2008 - 2009
Merrill Lynch 2007 - 2008
Black Diamond Capital Management 2005 - 2007
GE Capital 1997 - 2005
Met Life Investments 1996 - 1997
Skills
Asset Based Lending, Banking, Capital Markets, Cash Flow Lending, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Risk, Investment Banking, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Restructuring
Education
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
HSBC 2010 - Present
Tygris Commercial Finance 2008 - 2009
Merrill Lynch 2007 - 2008
Black Diamond Capital Management 2005 - 2007
GE Capital 1997 - 2005
Met Life Investments 1996 - 1997
Skills
Asset Based Lending, Banking, Capital Markets, Cash Flow Lending, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Risk, Investment Banking, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Restructuring
Education
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Ralph Lockman's HSBC Experience February 2002 - July 2007
Job Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group Business Acct CoordinatorVerizon WirelessAugust 2007 - November 2010
HSBC February 2002 - July 2007
Education
The University of Connecticut 1994 — 1998
Bachelor of Science (BS), Communication and Media Studies
MassMutual Financial Group Business Acct CoordinatorVerizon WirelessAugust 2007 - November 2010
HSBC February 2002 - July 2007
Education
The University of Connecticut 1994 — 1998
Bachelor of Science (BS), Communication and Media Studies
Jason Quillen's HSBC Experience June 2013 - Present
Job AntiMoney Laundering Officer at HSBC
Industry Banking
Experience
HSBC June 2013 - Present
Bank of America August 2011 - June 2013
Bank of America May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Teaching, Editing, Legal Compliance, Fraud Detection, AML, Analysis, Finance, Financial Analysis, Financial Services, Leadership, Project Management, Risk Management, Anti Money Laundering
Education
University of Delaware 1999 — 2004
Bachelor's degree, History
Sanford School 1987 — 1999
HSBC June 2013 - Present
Bank of America August 2011 - June 2013
Bank of America May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Teaching, Editing, Legal Compliance, Fraud Detection, AML, Analysis, Finance, Financial Analysis, Financial Services, Leadership, Project Management, Risk Management, Anti Money Laundering
Education
University of Delaware 1999 — 2004
Bachelor's degree, History
Sanford School 1987 — 1999
Khanh Ton's HSBC Experience August 2006 - March 2008
Job VP Operations
Industry Restaurants
Experience
Self-employed October 2012 - Present
HSBC August 2006 - March 2008
Skills
Personnel Management, Business Strategy, Solution Implementation, Brand Development, Brand Management, Personal Development, Sales & Marketing..., Leadership, Strategic Planning
Education
The University of Connecticut 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
west haven high school 1999 — 2001
Self-employed October 2012 - Present
HSBC August 2006 - March 2008
Skills
Personnel Management, Business Strategy, Solution Implementation, Brand Development, Brand Management, Personal Development, Sales & Marketing..., Leadership, Strategic Planning
Education
The University of Connecticut 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
west haven high school 1999 — 2001
Edmund Pierce's HSBC Experience November 2011 - January 2012
Job University of Delaware Graduate
Industry Banking
Experience
Asset Management Specialist March 2012 - June 2012
HSBC November 2011 - January 2012
Blue Marble Logistics September 2003 - September 2011
Education
University of Delaware 2007 — 2011
Bachelor's degree, Economics
Asset Management Specialist March 2012 - June 2012
HSBC November 2011 - January 2012
Blue Marble Logistics September 2003 - September 2011
Education
University of Delaware 2007 — 2011
Bachelor's degree, Economics
Brian Singer's HSBC Experience October 2009 - Present
Job Equity Derivatives Trader at HSBC
Industry Financial Services
Experience
HSBC October 2009 - Present
HSBC October 2008 - October 2009
HSBC October 2007 - October 2008
Skills
Structured Products, Equity Derivatives, Trading, Options, Options Strategies, Microsoft Excel, Bloomberg
Education
University of Florida 2003 — 2007
Bachelor of Science (BS), Economics
HSBC October 2009 - Present
HSBC October 2008 - October 2009
HSBC October 2007 - October 2008
Skills
Structured Products, Equity Derivatives, Trading, Options, Options Strategies, Microsoft Excel, Bloomberg
Education
University of Florida 2003 — 2007
Bachelor of Science (BS), Economics
Tom Cilmi's HSBC Experience March 2012 - April 2014
Job Data Analyst at AAA MidAtlantic
Industry Consumer Services
Experience
AAA Mid-Atlantic April 2014 - Present
HSBC March 2012 - April 2014
HSBC March 2010 - March 2012
DFC Global Corp. May 2007 - March 2010
Principal Trust Company April 2003 - May 2007
Principal Trust Company July 2002 - April 2003
Principal Trust Company June 2000 - July 2002
Skills
Financial Analysis, Financial Modeling, Budgeting, Forecasting, Variance Analysis, Business Analysis, Process Improvement, P&L Management, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, VBA, SQL, SharePoint, Workday, Adaptive Insights
Education
University of Delaware 1996 — 2000
Bachelor’s Degree
AAA Mid-Atlantic April 2014 - Present
HSBC March 2012 - April 2014
HSBC March 2010 - March 2012
DFC Global Corp. May 2007 - March 2010
Principal Trust Company April 2003 - May 2007
Principal Trust Company July 2002 - April 2003
Principal Trust Company June 2000 - July 2002
Skills
Financial Analysis, Financial Modeling, Budgeting, Forecasting, Variance Analysis, Business Analysis, Process Improvement, P&L Management, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, VBA, SQL, SharePoint, Workday, Adaptive Insights
Education
University of Delaware 1996 — 2000
Bachelor’s Degree
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.