HSBC Company

Industry: Financial services company

Description

HSBC 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 261010Headquarters: London, United KingdomParent organization: HSBCCEO: 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.

Site: http://www.hsbc.co.uk/

Social Links: https://www.facebook.com/hsbcuk, https://twitter.com/HSBC_UK, http://www.youtube.com/user/hsbcuk

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16,776 employees in database.
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HSBC List of Employees: 1992-2019
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HSBC Employees

Employee
Years
Job
Industry
Kathy Shu CongKathy Shu Cong Washington D.C. Metro Area
HSBC Years July 2010 - August 2010
Job FSR Experienced Associate at PwC
Industry Financial Services
Experience
PwC   August 2015 - Present
PwC   July 2013 - July 2015
Robert H. Smith School of Business   August 2012 - May 2013
PwC   November 2010 - February 2011
HSBC   July 2010 - August 2010
China Construction Bank   July 2009 - August 2009

Skills
Valuation, Data Analysis, Financial Analysis, Internal Audit, Banking..., CFPB Compliance, IT General Control, Capital Markets, Bloomberg Terminal, Matlab, VBA, Corporate Finance, Eviews

Education
University of Maryland College Park   2011 — 2013
Master’s Degree

Southwestern University of Finance and Economics (SWUFE)   2007 — 2011
Bachelor of Economics, Bachelor of Finance

David McMichaelDavid McMichael San Diego, California
HSBC Years December 2006 - July 2007
Job Building a talent acquisition operations team to help unlock the power of the human genome.
Industry Staffing and Recruiting
Experience
Illumina   August 2015 - Present
LinkedIn   March 2015 - July 2015
LinkedIn   March 2013 - February 2015
LinkedIn   January 2012 - March 2013
SAIC   March 2011 - January 2012
SAIC   March 2009 - March 2011
SAIC   March 2008 - March 2009
SAIC   August 2007 - March 2008
HSBC   December 2006 - July 2007
HSBC   August 2005 - December 2006

Skills
Social Media, Digital Strategy, Business Process..., Recruitment Advertising, Employee Referral..., Social Media Marketing, Employer Branding, Corporate Branding, Marketing Strategy, SEO, Talent Acquisition, Staffing Analysis, Staffing Models, Talent Intelligence, Talent Pipelining, Staffing Plans, Staffing Processes, Staffing Metrics, Global Talent..., Website Redesign, Process Consulting, Process Modeling, Marketing Research, Strategic Recruitment..., Strategic Consulting, Six Sigma, Awesomeness, Strategic Planning, Resource Optimization, Strategic Initiatives, Process Assessment, Analytics, Product Management, Enterprise Software, Strategy, Management, Change Management, Recruiting, Cross-functional Team..., College Recruiting, Talent Management, Web Design, Craft Beer, Organizational..., Process Improvement, Applicant Tracking..., Vendor Management, Sourcing, CRM, Web Analytics

Education
University of Maryland College Park   1996 — 2000
BS, Marketing

Sherwood High School   1992 — 1996

Gregory FitzgeraldGregory Fitzgerald Greater New York City Area
HSBC Years January 2012 - November 2013
Job VP/Relationship Manager at TD Bank
Industry Investment Banking
Experience
Long Island Cares, The Harry Chapin Food Bank   October 2014 - Present
TD Bank   November 2013 - Present
Rotary International   January 2010 - Present
HSBC   January 2012 - November 2013
The Huntington Mens Chorus   2007 - January 2013
Kildare Capital, Inc   July 2010 - September 2011
Townwide Fund of Huntington   2009 - 2011
JP Morgan Chase (formerly Washington Mutual Bank)   June 2007 - January 2010
Citibank   December 1979 - June 2007

Skills
Series 7, Banking, Portfolio Management, Funding, Mergers, Financial Services, Finance, Investment Banking, Commercial Banking, Cash Management, Management, New Business Development, Commercial Lending, Credit, Loans, Mergers & Acquisitions, Retail Banking, Financial Analysis, Treasury Management, Small Business, Loan Origination, Commercial Mortgages, Lines Of Credit, Investments, Small Business Lending

Education
Saint John's University
MBA, Business Management

University of Maryland College Park
BA, Marketing, Business Administration

Alain Yongqi RenAlain Yongqi Ren Miami, Florida
HSBC Years June 2012 - August 2012
Job Graduate from University of Miami
Industry Financial Services
Experience
T3 Trading Group, LLC   February 2013 - February 2014
HSBC   June 2012 - August 2012
InterChina, Consulting   June 2011 - August 2011
Swimming Club   August 2009 - December 2010

Skills
Microsoft Office, Visual Basic, Financial Modeling, Derivatives Trading, Wheel Throwing, Swimming, Equity Trading

Education
SHSID

University of Miami
Bachelor of Science, Business Administration; Finance

Gordon Sun, MBAGordon Sun, MBA Washington, District Of Columbia
HSBC Years July 2010 - October 2011
Job Premier Relationship Advisor at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management   December 2013 - Present
HSBC Retail Banking and Wealth Management   May 2013 - December 2013
Citi   April 2012 - May 2013
PNC   October 2011 - April 2012
HSBC   July 2010 - October 2011
SunTrust Bank   December 2007 - July 2010
Ameriprise Financial Services, Inc.   January 2005 - July 2006

Skills
Series 7, Banking, Consumer Lending, Wealth Management, Financial Planning, Retirement Planning, Investments, Risk Management, Mutual Funds, Portfolio Management, Retail Banking, Loans, Financial Services, Strategic Financial..., Credit Analysis, Credit, Commercial Banking

Education
University of Maryland University College   2008 — 2010
Master, MBA

University of Maryland, College   1999 — 2004
Bachelor of Art, Economic

Quince Orchard High School   1995 — 1999

Lynn Schade, Senior BankerLynn Schade, Senior Banker Greater Boston Area
HSBC Years May 2012 - October 2014
Job SVP and Team Leader at Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank   October 2014 - Present
HSBC   May 2012 - October 2014
TD Bank   February 2010 - May 2012
Contractor   October 2009 - February 2010
ProcessUnity   September 2009 - February 2010
ZeroPoint Risk Research, LLC   July 2009 - February 2010
IntraLinks   March 2008 - June 2009
Jefferson Wells   2007 - 2008
Global Atlantic Partners LLC   June 2006 - May 2007
ABN AMRO   2000 - 2006

Skills
CRM, SaaS, Mergers & Acquisitions, Strategy, Risk Management, Due Diligence, Marketing, Strategic Alliances, Capital Markets, Security, Salesforce.com, Financial Services, Analysis, Business Planning, Entrepreneurship, Business Development, Investment Banking, Mergers, Market Research, Recruiting, Business Intelligence, Portfolio Management, Business, Program Management, Internal Controls, Financial Risk, Management, Auditing, Enterprise Software, Investments, New Business Development, Integration, Consulting, Finance, Leadership, Sales Management, Executive Management, Banking, Sales, Financial Analysis, Internal Audit, Restructuring

Education
Bourne High School

University of Massachusetts, Amherst
BA, Political Economics

University of Oregon
National Exchange Program

Cheuk Man Kelvin YuenCheuk Man Kelvin Yuen Greater Detroit Area
HSBC Years July 2011 - August 2011
Job Value Proposition (Asia) at Metalsa
Industry Automotive
Experience
Metalsa   July 2014 - Present
Grupo Proeza   July 2012 - June 2014
HSBC   July 2011 - August 2011
Kerry Logistics   June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, C, Java, SPSS, AMPL, Visio, Access, Matlab, Operations Management, Manufacturing..., Ergonomics, Financial Analysis, Business Modeling, Statistics, Market Research, Data Analysis, Six Sigma, Analysis, Strategy, Business Strategy, Leadership, Strategic Planning

Education
University of Michigan   2010 — 2012
Bachelor of Science (BSc), Industrial Engineering, 3.97/4

Stephen NesbittStephen Nesbitt Greater Chicago Area
HSBC Years December 2011 - Present
Job Experienced Financial Services executive with extensive experience in Human Resources and Operations Management
Industry Financial Services
Experience
HSBC   December 2011 - Present
HSBC   July 1983 - Present
HSBC   December 2010 - December 2011
HSBC   January 2008 - December 2010
HSBC   January 2005 - December 2007

Skills
Business Strategy, Mergers & Acquisitions, Strategy, Management, Business Transformation, PMO, Sales, Human Resources, Banking, Risk Management, Vendor Management, Financial Risk, Insurance, Financial Services

Education
Virginia Tech   1979 — 1983
B.S Finance & Management

University of Michigan
HR Executive Program

Leah Mwangi-GweiLeah Mwangi-Gwei Washington D.C. Metro Area
HSBC Years October 2001 - April 2009
Job Operations Manager
Industry Financial Services
Experience
Stone Street Capital   October 2011 - July 2014
HSBC   October 2001 - April 2009

Skills
Loan Origination, Management, Credit, Mortgage Banking, Banking, Leadership, Loans, Relationship Management, Customer Service, Mortgage Lending, Refinance, Process Improvement, Financial Analysis, Team Building, Strategic Planning, Sales Management, Credit Risk, Negotiation, Account Management, legal research, Business Strategy, Financial Oversight, insurance, Structured Finance, Risk Management, People Management, FHA, Real Estate, Sales, Microsoft Office, Strategy, Business Development, Research, Finance

Education
University of Maryland University College
Bachelor of Science, Finance & Minor in International Business

Ming (Michelle) YANGMing (Michelle) YANG New York, New York
HSBC Years June 2010 - August 2010
Job Trading and Quantitative Analyst at Citigroup
Industry Financial Services
Experience
Citigroup   June 2014 - Present
Citigroup   March 2014 - May 2014
Divine Capital Markets LLC   June 2013 - August 2013
AXA Insurance China Limited   May 2012 - June 2012
HSBC   June 2010 - August 2010

Skills
C++, Microsoft Excel, SAS, Stata, Matlab, Mathematica, R, Splus, VBA, Bloomberg Terminal, Factset

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2013

University of Michigan, Rackham Graduate School   2012 — 2013
MSE, Financial Engineering

The Chinese University of Hong Kong   2007 — 2012
Bachelor of Science (BS), Risk Management Science

Albert ChiwaraAlbert Chiwara New York, New York
HSBC Years November 2013 - Present
Job BSA/AML Compliance Risk Management
Industry Banking
Experience
HSBC   November 2013 - Present
HSBC   April 2013 - November 2013
University of Michigan   August 2010 - December 2012
PwC   October 2008 - August 2010
PwC UK   November 2007 - September 2008

Skills
SQL, Oracle, SAS, Norkom, Teradata, Spotfire, R, Access, Stata, Financial Modeling, Microsoft Excel, S-Plus, Visual Basic, Microsoft Office, Microsoft Word, Affinity, Reserve Pro, AML Tuning, Research, Actuarial Science, Insurance, Reserve

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
Master of Arts (M.A.), Business Administration; Strategy

University of Pennsylvania - The Wharton School   2003 — 2007
Bachelor of Science, Economics; Statistics & Actuarial Science

Nikhil JosephNikhil Joseph New York, New York
HSBC Years July 2013 - Present
Job
Industry Banking
Experience
HSBC   July 2013 - Present
HSBC   April 2013 - June 2013
HSBC   April 2012 - March 2013
HSBC   June 2010 - March 2012
American International Group   June 2008 - August 2008
ABN AMRO Bank N.V.   June 2007 - August 2007

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)

University of Michigan   2005 — 2009
Bachelors

Jeffrey WhitehouseJeffrey Whitehouse Greater Atlanta Area
HSBC Years May 1994 - July 2008
Job President/Owner at Homewatch CareGivers
Industry Hospital & Health Care
Experience
Homewatch CareGivers   August 2008 - Present
HSBC   May 1994 - July 2008

Skills
Customer Relations, Healthcare, Customer Service, Strategic Planning, Healthcare Management, Public Speaking, Business Development, Home Care, Leadership, Elder Care, Long-term Care, Fundraising, Business Planning, Management, Marketing, Seniors, Medicare, Team Building, Alzheimer's disease, Nonprofits, Sales, Hospitals, Sales Management, Coaching, Strategy, Program Development, Marketing Strategy, Leadership Development, Entrepreneurship, Small Business, Event Planning, Public Relations, Medicaid, Alzheimer's Disease

Education
University of Massachusetts, Amherst   1987 — 1991
Sports Management

N Reading High

Kristen BehrensKristen Behrens Greater Philadelphia Area
HSBC Years 2005 - 2006
Job Partner
Industry Law Practice
Experience
Begley Law Group   2012 - Present
Pennsylvania Trust Company   2008 - 2012
Sovereign Bank   2007 - 2008
HSBC   2005 - 2006

Skills
Legal Research, Litigation, Special Needs Trusts, Personal Injury..., Estate Administration, Insurance, Securities, Banking, Estate Planning, Legal Documents, Retirement Planning, Wills, Estate Law, Powers of Attorney, Trusts

Education
Drexel University College of Law   2006 — 2009
JD

University of Mary Washington   2001 — 2005
BS, Business Administration

William McEnroeWilliam McEnroe Greater New York City Area
HSBC Years January 2004 - January 2008
Job MD at Fund Tax Services LLC
Industry Financial Services
Experience
Fund Tax Services, LLC   December 2010 - Present
WTAS   January 2008 - December 2010
HSBC   January 2004 - January 2008
KPMG   January 2000 - January 2004
Occam Management, LLC   January 1991 - December 1999
Laventhol & Horwath   January 1985 - December 1990

Skills
Hedge Funds, Alternative Investments, Private Equity, Family Office, Investments, Portfolio Management, Mutual Funds, Tax, Financial Structuring, Financial Services, Fund Of Funds, Equities, Investment Management, Venture Capital, Wealth Management, Asset Managment, Asset Allocation, Fixed Income, Investment Advisory, Due Diligence, Valuation, Financial Planners, Financial Modeling, Investment Banking, Bloomberg, Financial Advisory, Asset Management, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Equity Research

Education
Baruch College - Zicklin School of Business
MS, FINANCE

Baruch College - Zicklin School of Business
MS, TAXATION

University of Massachusetts, Amherst

Wellesley High

Ashley SomersAshley Somers New York, New York
HSBC Years November 2014 - Present
Job Associate at HSBC
Industry Financial Services
Experience
HSBC   November 2014 - Present
JPMorgan Chase & Co.   July 2014 - November 2014
JPMorgan Chase & Co.   June 2012 - July 2014
JP Morgan Chase   June 2011 - August 2011

Skills
Financial Modeling, Investments, Valuation, Credit Analysis, Financial Analysis, Credit, Credit Risk, Portfolio Management, Banking, Corporate Finance, Loans, Commercial Lending, Commercial Banking, Global Cash Management, Working Capital...

Education
University of Miami   2008 — 2012
Bachelor's Degree, Finance, Economics, Cum Laude

Gilmour Academy   1995 — 2008
High School, Cum Laude

Jason HuJason Hu New York, New York
HSBC Years November 2014 - Present
Job Vice President, Wealth Management at HSBC
Industry Financial Services
Experience
HSBC   November 2014 - Present
Merrill Lynch Bank of America   January 2012 - December 2014
Trust Trading L.L.C   January 2010 - January 2012

Skills
Financial Services, Finance, Investment Strategies, Management, Mutual Funds, Banking, Business Development, Portfolio Management, Fixed Annuities, Financial Analysis, Securities, Series 7, Budgets, Insurance

Education
Bryant University
Bachelor of Applied Science (B.A.Sc.), Applied Economics

University of Massachusetts Dartmouth

Michelle BoisselleMichelle Boisselle Greater Philadelphia Area
HSBC Years March 2007 - January 2008
Job HR Business Partner at Goodman Global, Inc. A Daikin Group Company
Industry Consumer Goods
Experience
Goodman Global Inc., a Daikin Group Company   July 2015 - Present
Goodman Global, Inc - A Daikin Group Company   May 2013 - June 2015
Burlington Coat Factory   September 2012 - February 2013
Scotiabank   January 2008 - August 2011
HSBC   March 2007 - January 2008
HSBC   June 2004 - March 2007

Skills
Executive Coaching, Executive Search, Leadership Development, Leadership Resource..., Employee Relations, Talent Acquisition, Team Management, Employee Development, HR Business Partnering, Talent Management, Workforce Planning, Succession Planning, Performance Measurement, Performance Management, Compensations, Recruiting, Strategic Planning, Deferred Compensation, Human Resources, HR Consulting, Leadership, Employee Training, Employee Engagement, Sourcing, Benefits Administration, Global Talent..., Employee Relocation..., Onboarding, Employee Benefits, Strategy, Coaching, Hiring, Management, Employer Branding, Job Evaluation, Vendor Management, Payroll, Performance Appraisal, College Recruiting, HR Policies

Education
University of Manitoba   1997 — 2000
Certificate, Human Resource Management Certificate

University of Manitoba   1995 — 1997
Certificate Program, Applied Counselling

University of Manitoba   1991 — 1996
Bachelor of Arts, Psychology

Songtao (Spencer) WangSongtao (Spencer) Wang Dallas, Texas
HSBC Years May 2010 - June 2010
Job Model Validation Officer at Comerica
Industry Banking
Experience
Comerica Bank   June 2015 - Present
Wintrust Financial Corporation   November 2014 - June 2015
University of Chicago Booth School of Business   August 2014 - November 2014
Milliman   April 2014 - June 2014
Caitong Fund Management Co. Ltd   June 2013 - August 2013
Industrial and Commercial Bank of China   June 2012 - August 2012
HSBC   May 2010 - June 2010

Skills
Microsoft Excel, Matlab, SAS, Quantitative Finance, Statistics, Bloomberg Terminal, Financial Modeling, R, C++, Microsoft Office, Data Analysis, Research, PowerPoint, Analysis, Microsoft Word, Trading, Equities, Portfolio Management, Access, VBA, Risk Management, Financial Risk, Bloomberg, Derivatives, Valuation, Capital Markets

Education
The University of Chicago   2013 — 2014
Master of Science (M.S.), Financial Mathematics

University of Michigan   2011 — 2013
Bachelor of Science (B.S.), Financial Mathematics and Risk Management

Edie NeumanEdie Neuman Greater New York City Area
HSBC Years January 2000 - February 2011
Job Senior Credit Officer
Industry Banking
Experience
Sterling National Bank   August 2012 - Present
Deutsche Bank   April 2011 - September 2011
HSBC   January 2000 - February 2011
Republic National Bank   May 1996 - December 1999
United Jersey Bank   May 1993 - May 1996
Republic National Bank   March 1992 - May 1993
Marine Midland Bank, N.A.   January 1990 - January 1991
MARINE MIDLAND BANK   January 1984 - January 1991
Marine Midland Bank, N.A.   January 1988 - January 1989
Marine Midland Bank, N.A.   January 1985 - January 1987

Skills
Credit Risk, Capital Markets, Financial Institutions, Credit Analysis, Banking, Financial Analysis, FX, Derivatives, Risk Management, Commercial Banking, Writing, Training & Development, Employee Training

Education
Columbia University Graduate School of Business   1982 — 1983
MBA, Finance

University of Michigan
BA, Sociology

Doris RaimundiDoris Raimundi Dallas/Fort Worth Area
HSBC Years March 2005 - February 2006
Job SVP Customer Advocacy at US Bank Home Mortgages
Industry Banking
Experience
US Bank Home Mortgages   October 2014 - Present
Nationstar Mortgage   March 2012 - Present
Saxon - Morgan Stanley   March 2010 - Present
Saxon   March 2010 - Present
EMC - Bear Stearns   February 2006 - 2010
JPMorgan Chase   September 1997 - 2010
HSBC   March 2005 - February 2006

Skills
Mortgage Servicing, Loans, Mortgage Lending, Management, Loss Mitigation, Mortgage Banking, Foreclosures, Executive Management, Process Improvement, Analytics, Residential Mortgages, Change Management, Risk Management, Loan Servicing, Credit, Leadership, Default, Financial Services, Team Building, Portfolio Management, Banking, Operations Management, Business Analysis, Strategic Planning, Loan Modifications, Project Planning, Loan Origination, Business Development, Vendor Management, Time Management

Education
University of Miami - School of Business   2004 — 2006
MBA, International Management

University of South Florida   1997 — 1999
BS, International Relations

Jeffrey R. DiehlJeffrey R. Diehl New York, New York
HSBC Years August 2011 - August 2013
Job Managing Partner at Strategic Sovereign Advisors LLC
Industry Investment Banking
Experience
Strategic Sovereign Advisors LLC   May 2015 - Present
Business Council for International Understanding (BCIU)   April 2014 - Present
HSBC Securities   August 2013 - April 2015
HSBC   August 2011 - August 2013
HSBC   1996 - September 2011
HSBC   1996 - September 2011
Smith Barney, Inc   January 1994 - January 1996
Swiss Bank Corporation   January 1991 - January 1994
First Boston Corporation   January 1984 - January 1991
Bankers Trust   1991 - 1991

Skills
Capital Markets, Fixed Income, Investment Banking, Financial Markets, Derivatives, Corporate Finance, Risk Management, Investments, Banking, Trading, Securitization, Financial Risk, Credit, Cash Management, Funding, Loans, Strategic Planning, Leveraged Finance, Management, Leadership, Currency, New Business Development, Hedge Funds, Asset Management, Treasury Management, FX Options, Bonds, Finance, Financial Institutions, Hedging, Project Finance, Treasury, Trade Finance, Relationship Management, Operational Risk, Investment Management, Commercial Banking, Strategic Financial..., Structured Products, Emerging Markets, Portfolio Management, Structured Finance, Strategy, Financial Services, Mergers

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1981
MBA, International Finance

University of Michigan   1974 — 1977
BA, Psychology

Erika FurmanErika Furman Washington D.C. Metro Area
HSBC Years 2007 - 2008
Job Logistics specialist at US Navy
Industry Hospital & Health Care
Experience
US Navy   2012 - Present
Alignstaffing   October 2010 - July 2012
Xerox   2009 - 2010
Plainfield Housing Authority   2009 - 2009
HSBC   2007 - 2008
Fox23 News KOKI   November 2006 - November 2007
Rhema Bible Training Center   October 2003 - May 2004

Skills
Photoshop, Music Production, Social Media, Final Cut Pro, Team Leadership, Editing, Sales, PowerPoint, Videography, Software Documentation, Leadership Development, Photography, Premiere, Microsoft Word, Outlook, Recruiting, Graphic Design, Public Relations

Education
Rhema Bible Training Center   2003 — 2005
Certificate in Youth Ministry

University of Maryland Eastern Shore   1999 — 2003
B.A., English

University of Maryland Eastern Shore   1999 — 2003
B.A, English; Communications

Genevieve Marino RudyGenevieve Marino Rudy Greater New York City Area
HSBC Years April 2009 - May 2009
Job Compensation Manager
Industry Human Resources
Experience
Ratner Companies   June 2009 - February 2011
HSBC   April 2009 - May 2009
Debenhams   July 2008 - January 2009
Diageo   May 2008 - June 2008
Getty Images   November 2007 - April 2008
Metropolitan Jewish Health System   December 2005 - November 2007
Towers Watson   April 2005 - July 2005

Skills
Human Resources, Strategy, Recruiting, Deferred Compensation, Performance Management

Education
University of Michigan   2002 — 2004
Bachelor's Degree

Frank ChengFrank Cheng Greater Detroit Area
HSBC Years July 2007 - August 2007
Job Computer Science PhD Student at University of Michigan
Industry Internet
Experience
University of Michigan   May 2015 - Present
University of Michigan   January 2014 - May 2015
Justanswer.com   March 2012 - June 2013
Bank of America   July 2010 - March 2012
University of Chicago Booth School of Business   February 2009 - August 2010
Sears Holdings Corporation   June 2009 - August 2009
University of Chicago Booth School of Business   December 2008 - January 2009
Mizuho Corporate Bank   June 2008 - September 2008
HSBC   July 2007 - August 2007

Skills
R, Financial Modeling, Economics, Matlab, Mandarin, Valuation, Data Analysis, Monte Carlo Simulation, Chinese, Microsoft Excel, Python, SQL, SAS, Data Mining, Quantitative Finance, Stata, Analysis, Java, Analytics, VBA, Statistical Modeling, Statistics, Quantitative Analytics, Econometrics, Portfolio Management, Time Series Analysis, Predictive Modeling

Education
University of Michigan   2015 — 2020
PhD (expected), Computer Science

University of Michigan   2013 — 2015
Master's degree, Statistics

The University of Chicago   2006 — 2010
B.A, Physics and Economics

Amy JankowskiAmy Jankowski Savannah, Georgia Area
HSBC Years December 2002 - March 2009
Job Top Ranked Sales and Customer Service Professional
Industry Financial Services
Experience
Foundation Financial Group   May 2009 - Present
HSBC   December 2002 - March 2009

Education
University of Maryland College Park
Business

Helen Baxter-SouthworthHelen Baxter-Southworth Baltimore, Maryland Area
HSBC Years 1995 - Present
Job President/Owner, HBS & Associates LLC
Industry Management Consulting
Experience
HBS & Associates   April 2011 - Present
Thembalitsha Foundation   October 2010 - Present
KRW International   2010 - Present
HSBC   1995 - Present
HSBC   1995 - Present
Women's Leadership Collaboration   1994 - Present
HBS & Associates   January 1990 - Present
HBS & Associates, LLC   1989 - Present
HBS & Associates, LLC   1989 - Present
HBS & Associates   1989 - Present

Skills
Executive Development, Executive Relationship, Leadership Development, Executive Coaching, Organizational..., Change Management, Strategic Planning, Management Consulting, Organizational..., Coaching, Public Speaking, Training, Performance Management, Strategy, Nonprofits, MBTI, Strategic Communications, Employee Training, Succession Planning, Management, Workshop Facilitation, Leadership, Talent Management, Performance Improvement, Personal Development, Culture Change, Career Counseling

Education
University of Maryland College Park   1984 — 1988
Masters, Organizational Behavior

University of Maryland College Park
Bachelors, French Education

Marissa EliadesMarissa Eliades Greater New York City Area
HSBC Years September 2014 - Present
Job Attorney
Industry Banking
Experience
HSBC   September 2014 - Present
HSBC   March 2013 - Present
Law Offices of Public Defender Carlos J. Martinez   January 2012 - May 2012
CBS Sports Network   May 2011 - August 2011
Queens County Supreme Court   May 2010 - August 2010
Leeds Morelli & Brown, P.C.   June 2008 - August 2008
MelCap Casting Agency   June 2008 - August 2008
NBC - Access Hollywood   June 2007 - August 2007

Skills
Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Commercial Litigation, Civil Litigation, Lexis, International Law, Bankruptcy, Legal Assistance, Intellectual Property, Employment Law, Mediation, Securities Regulation, Courts, LexisNexis

Education
University of Miami School of Law   2009 — 2012
Doctor of Law (J.D.)

University of Michigan   2005 — 2009
Bachelor of Arts (B.A.), Psychology

Simon K ChanSimon K Chan New York, New York
HSBC Years July 2006 - May 2008
Job .
Industry Financial Services
Experience
HSBC Securities   January 2013 - Present
HSBC Securities   February 2009 - September 2012
HSBC   July 2006 - May 2008
Mellon Financial Corp.   2004 - 2006

Skills
Series 7, Series 66, Financial Analysis, Microsoft Excel, Relationship Management, Investments, Bloomberg, Mutual Funds, Equities, Insurance, PowerPoint, Financial Services, Banking, Microsoft Office, Retirement Planning, Property & Casualty..., Private Equity, Disability Insurance, Securities, Investment Advisory, Financial Advisory, Asset Allocation, Strategic Financial..., Retirement, FINRA, Life Insurance, Brokers, PeopleSoft, Cross Selling, Financial Modeling, Risk Management

Education
University of Massachusetts Boston   2000 — 2004
Bachelor of Science (BS), Management/MSIS

Joaquin RooseJoaquin Roose Washington D.C. Metro Area
HSBC Years August 2013 - Present
Job Assistant Vice President, Strategic Analysis at HSBC
Industry Banking
Experience
HSBC   August 2013 - Present
HSBC Bank   February 2011 - August 2013
E*Trade Financial   December 2010 - March 2011
E*Trade Financial   February 2008 - December 2010
E*Trade Financial   December 2006 - December 2007

Skills
Risk Mitigation, Fraud Investigations, BSA, Compliance, Banking, Fraud, USA PATRIOT Act, AML, Risk, Policy, Consumer Lending, Fraud Prevention, Bank Secrecy Act, OFAC, Risk Management, Internal Audit, FINRA, SOX, Credit, Risk Assessment, Operational Risk, Due Diligence, Operational Risk..., Mortgage, Risk Analysis, Audit, Compliance Audits, Loans, Capital Markets, Financial Analysis, Underwriting, Series 7, Auditing, Securities, Investments, Certified Fraud Examiner, Credit Analysis, Payments, Asset Management, KYC

Education
University of Maryland University College   2008 — 2010
Master of Business Administration, International Finance

University of Maryland College Park   1996 — 2001
Bachelor of Arts, English

Jeanine McHughJeanine McHugh New York, New York
HSBC Years June 2013 - Present
Job Deputy General Counsel at HSBC
Industry Financial Services
Experience
HSBC   June 2013 - Present
Pitney Bowes   November 2010 - June 2013
Luxottica Group   April 2006 - November 2010
Skadden, Arps, Slate, Meagher & Flom LLP   September 1997 - April 2006
Goldman Sachs International   July 2004 - January 2005
KPMG Deutsche Treuhand Gesellschaft   September 1995 - August 1997

Skills
Corporate Governance, Securities Regulation, Capital Markets, M&A experience, Corporate Law, Corporate Finance, Cross-border..., Joint Ventures, Mergers, International M&A, Mergers & Acquisitions, Intellectual Property, Licensing, Negotiation

Education
University of Miami School of Law   1992 — 1995
JD, Law

University of Pennsylvania   1988 — 1992
BA, International Relations; International Business Concentration

Central High School, Philadelphia   1985 — 1988

Bryan PowellBryan Powell Greater Chicago Area
HSBC Years December 2009 - April 2012
Job Managing Vice President, Capital One
Industry Financial Services
Experience
Capital One   August 2014 - Present
Capital One   May 2012 - July 2014
HSBC   December 2009 - April 2012
HSBC North America   2002 - 2012
HSBC Card Services   May 2008 - May 2010
HSBC Card & Retail Services   November 2006 - May 2008
HSBC Business Solutions   July 2003 - November 2006
HSBC Retail Services   March 2002 - June 2003
goReader   2000 - 2002
Accenture   1998 - 1999

Skills
Credit Cards, Strategic Partnerships, New Business Development, Profit & Loss Management, Sales Management, Marketing Strategy, Income Statement, Business Strategy, P&L Management, Analytics, Business Analysis, Business Development, Cards, Executive Management, Financial Services, Marketing, Portfolio Management, Product Management, Segmentation, Strategy

Education
University of Michigan   1992 — 1994
MS, Engineering

University of Michigan - Stephen M. Ross School of Business   1992 — 1994
MBA, Business Administration and Management, General

University of Michigan   1988 — 1992
BS, Engineering

Michael AkeyMichael Akey Bluffton, South Carolina
HSBC Years April 2004 - April 2009
Job Solutions Manager at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless   February 2014 - Present
Verizon Wireless   June 2010 - February 2014
HSBC   April 2004 - April 2009
104th Fighter Wing of Mass. Air National Guard   June 2000 - June 2006

Skills
Sales, Mortgage Lending, Loans, Sales Management, Business Development, Training, Negotiation, Insurance, Leadership, Marketing Strategy, Credit, Banking, Process Improvement, Management, Underwriting, Customer Service, Consumer Lending, Strategic Financial..., Real Estate, Operations Management, Strategic Planning, Account Management, Analysis, Marketing

Education
University of Massachusetts, Amherst   2002 — 2005
Bachelor of Arts, Legal Studies

Greenfield Community College   2001 — 2002
A.A, Liberal Arts, Criminal Justice

Jo BellJo Bell Toronto, Canada Area
HSBC Years 2001 - Present
Job Independent Business Owner / Clergy / Entrepreneur
Industry Professional Training & Coaching
Experience
ACN   June 2009 - Present
InSpire Consulting   March 2001 - Present
Metropolitan Community Church   2002 - Present
Metropolitan Community Church of Toronto   2009 - Present
HSBC   2001 - Present
Metropolitan Community Churches   1985 - Present
Metropolitan Community Church of Toronto   January 2004 - October 2009
Pikes Peak Metropolitan Community Church   March 2001 - December 2003
HSBC   September 1992 - March 2001

Skills
Leadership Development, Coaching, Public Speaking, Team Building, Strategic Planning, Change Management, Team Leadership, Organizational..., Executive Coaching, Leadership, Motivational Speaking, Small Business, Strategy, Risk Management, Nonprofits, Performance Management, Business Strategy, Employee Training, Staff Development, Business Planning, Start-ups, Process Improvement, Training, New Business Development, Management Consulting, Workshop Facilitation, Training Delivery, Program Management, Entrepreneurship, Time Management, Recruiting

Education
Episcopal Divinity School   2010 — 2013
DMin, Doctor of Ministry - Adult Spiritual Education

Chicago Theological Seminary   1995 — 2000
MDiv, Theology

University of Southern California   1986 — 1988
MSSM, IT - Systems Management

University of Michigan   1980 — 1984
BS, Business and Law

Doug ThayerDoug Thayer Tampa, Florida
HSBC Years January 1996 - January 2006
Job Identity and Access Management Engineer at IDMWorks
Industry Information Technology and Services
Experience
IDMWorks   June 2014 - Present
PharMerica   October 2012 - June 2014
Publix   March 2009 - October 2012
Bealls   May 2007 - July 2008
Mosaic   June 2006 - April 2007
HSBC   January 1996 - January 2006
IBM   June 1993 - January 1996
U.S Army   1986 - 1989

Skills
Active Directory, Security, Powershell, Group Policy, Windows 7, Microsoft Technologies, DNS, DHCP, SAP R/3, Tivoli Identity Manager, Incident Management, Siteminder, Microsoft Office, SAP XI, Tape Management, SAP BW, Windows Server 2008, WebSphere Application..., Windows Server 2003, SQL Server 2005/2000, Exchange 2010, Terminal Services, Windows XP Professional, Quest Active Roles..., SAP Authorisations, SAP HR, SAP Netweaver, Clarity, WSUS, Exchange 2007, CyberArk, Service Center, Cisco Catalyst Switches, Webwasher, RedSeal, Spam Filtering, Web Security, SOX, WINS, Quest Reporter, Incident Analysis, Tier 3 Support, Access Management, Directory Services, MQ Windows, BitLocker, Cisco IPS, TippingPoint IPS, Tripwire Enterprise, MobileIron

Education
University of Maryland College Park   1988 — 1992
BS, Computer Science

Hillsborough Community College   1992 — 1993
AS, Systems Analysis and Design

Hillsborough Community College   1990 — 1992
Associate of Science (A.S.), Computer Systems Analysis

Army Pershing Nuclear Missile Program   1986 — 1987
SpecTech, Pershing Material Electronics

Alexander PayanAlexander Payan Washington, District Of Columbia
HSBC Years June 2015 - Present
Job MBA Candidate at Robert H. Smith School of Business, University of Maryland
Industry Banking
Experience
HSBC   June 2015 - Present
U.S. Securities and Exchange Commission   January 2015 - March 2015
Wells Fargo   August 2013 - September 2014
Merrill Lynch   June 2012 - August 2012

Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking

Education
University of Maryland - Robert H. Smith School of Business   2015 — 2016
Master of Business Administration (MBA), Finance

University of Maryland - Robert H. Smith School of Business   2014 — 2015
Masters, Finance

University of North Carolina at Chapel Hill   2009 — 2013
Bachelor's degree, Economics

University of North Carolina at Chapel Hill   2009 — 2013
Bachelor's degree, International/Global Studies

Marisa DiIorioMarisa DiIorio Greater New York City Area
HSBC Years February 2007 - August 2008
Job Director Global Compensation at Starwood Hotels & Resorts Worldwide, Inc.
Industry Human Resources
Experience
Starwood Hotels & Resorts Worldwide, Inc.   October 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc.   October 2012 - Present
GE Capital   September 2011 - October 2012
GE Capital   December 2009 - August 2011
McLagan   August 2008 - March 2010
HSBC   February 2007 - August 2008

Education
University of Massachusetts, Amherst   2001 — 2005
BBA, Accounting and Information Systems

Andre CampbellAndre Campbell Tampa/St. Petersburg, Florida Area
HSBC Years November 2009 - October 2010
Job QA Engineer\​Support Specalist at Nitro Mobile Solutions
Industry Information Technology and Services
Experience
Nitro Mobile Solutions   December 2014 - Present
YourMembership.com   June 2013 - December 2014
Verizon   June 2012 - June 2013
Rooms To Go   March 2012 - June 2012
HSBC   November 2009 - October 2010

Skills
Data Analysis, Databases, SQL 2012, Project Management, Quality Assurance, Implementations, Basic computer..., SQL, PC Networking, PC Repair, Networking, CRM, Computer Repair, Microsoft Office, SaaS, Technical Support, Troubleshooting

Education
University of Massachusetts Lowell   2015 — 2017
Master of Science (M.S.), Information Technology

University of South Florida   2006 — 2011
Bachelor's degree, Information Technology

Liyan NieLiyan Nie Ann Arbor, Michigan
HSBC Years July 2011 - August 2011
Job Logistics and Supply Chain Management at Urban Green Energy
Industry Civic & Social Organization
Experience
UGE   August 2015 - Present
Michigan Economic Development Corporation   June 2014 - July 2015
AIESEC   January 2014 - August 2014
Dream Corps   October 2011 - April 2014
Educatrium   February 2013 - June 2013
Sino-US United MetLife Insurance Company Limited   May 2012 - June 2012
University of Michigan Ross School of Business   September 2011 - April 2012
HSBC   July 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Research, Public Speaking, Python, Marketing, Leadership, Teamwork, Strategy

Education
University of Michigan   2010 — 2014
Bachelor's Degree, Financial Mathematics, Statistics

Jim WoolfJim Woolf Greater Boston Area
HSBC Years 2003 - 2004
Job AVP HarborOne Bank
Industry Banking
Experience
HarborOne Bank   April 2006 - Present
Rockland Trust   2004 - 2006
HSBC   2003 - 2004
Citi   1997 - 2003
World Omni Financial Corp   1988 - 1996
Citicorp Acceptance   January 1985 - January 1988

Skills
Management, Business Development, Sales, Leadership, Training, Auto Leasing, Indirect Auto Finance, Real Estate Agent, Research, Sales Management, New Business Development, Customer Service, Finance, Financial Analysis, Loans, Negotiation, Account Management, Credit, Relationship Management, Team Building, Forecasting, Operations Management, Strategic Planning

Education
University of Massachusetts Boston   1997 — 2001
Bachelor of Science (B.S.), Accounting and Business/Management, 3.74

Pamela BilodeauPamela Bilodeau Tampa/St. Petersburg, Florida Area
HSBC Years 2009 - 2011
Job Realtor at Century 21 Beggins Enterprises
Industry Information Technology and Services
Experience
Century 21 Beggins Enterprises   March 2015 - Present
OUTFRONT Media   July 2013 - April 2015
Club Z! In-Home Tutoring   August 2012 - July 2013
HSBC   2009 - 2011
HSBC   2004 - 2009
Millennium   2003 - 2004
FleetBoston Financial   1998 - 2003

Skills
Fileaid, TSO, VSAM, CICS, JCL, COBOL, SDLC, Lotus Notes, SharePoint, Business Analysis, Microsoft Office, Mainframe, Excel, Testing, Production Support, Quality Center, ISPF, Easytrieve, SDSF, NDM, Credit Cards, Systems Analysis, Visio, Business Requirements, HP Quality Center, Change Management

Education
University of Massachusetts, Amherst   1985 — 1989
Bachelor of Arts, Psychology

University of Nevada-Las Vegas   1987 — 1987
Psychology

Cynthia Kahn, PMPCynthia Kahn, PMP Portland, Oregon Area
HSBC Years July 2007 - January 2009
Job Entrepreneur, Consulting Project Manager and Scrum Master
Industry Information Technology and Services
Experience
Amused Now Entertainment, Inc.   May 2013 - Present
TEKsystems   January 2014 - March 2015
Triad Technology Group   October 2011 - November 2013
Wellx.com   September 2010 - June 2011
Prodapt   August 2009 - September 2010
HSBC   July 2007 - January 2009
Tektronix   April 2001 - July 2007
ProDX   May 1998 - April 2001
Sequent Computer Systems   June 1997 - May 1998
Claremont Technology Group   April 1995 - June 1997

Skills
SDLC, PMP, Agile Methodologies, Program Management, Business Process, Agile Project Management, Cross-functional Team..., Business Analysis, Project Planning, Software Development, Software Project..., Scrum, Product Management, Management, Visio, Resource Management, Customer Service, Vendor Management, Strategic Planning, E-commerce, Requirements Analysis, SharePoint, PMO, Requirements Gathering, Business Intelligence, Data Warehousing, Process Modeling, Systems Analysis, Process Improvement, Team Leadership, Team Building, Data Modeling, Agile, MS Project, Quality Assurance, Business Process..., Analytics, Change Management, Data Analysis, Software Product..., Content Management, Customer Relations, IT Management, Project Portfolio..., Process Engineering, Databases, Project Management

Education
University of Maryland College Park   1983 — 1985
MBA, Business and Information Systems

Michael WolekMichael Wolek Baltimore, Maryland Area
HSBC Years April 2002 - May 2007
Job Director of Call Center Operations at DoublePositive
Industry Marketing and Advertising
Experience
DoublePositive   April 2008 - Present
DreamQuest Mortgage   May 2007 - April 2008
HSBC   April 2002 - May 2007
DARCARS   October 1994 - April 2002

Skills
Online Advertising, Call Center, Temporary Placement, Quality Assurance, Lead Generation, Customer Retention, Direct Marketing, Salesforce.com, Business Development, Marketing, Account Management, Sales, Marketing Strategy, CRM, Staff Development, SEM, Customer Acquisition, New Business Development, B2B, Sales Management, Call Centers, Analytics, Management, Strategy, Leadership, Training, Sales Process, Online Marketing, Negotiation, Team Building, Team Leadership, Strategic Planning

Education
University of Maryland College Park   1988 — 1992

South Plainfield High School   1984 — 1988

Sean SnellSean Snell Decatur, Alabama Area
HSBC Years June 2001 - December 2008
Job Sales Management Professional
Industry Financial Services
Experience
TMX Finance   November 2013 - Present
American Mangement Services   March 2011 - October 2013
Everest University-South Orlando Campus   September 2010 - March 2011
Aaron's, Inc   March 2009 - August 2010
HSBC   June 2001 - December 2008
Brainbuzz.com   November 1999 - May 2001
84 Lumber   July 1997 - October 1999
US Army   July 1992 - June 1997

Skills
Sourcing, Hiring, Technical Recruiting, Customer Relations, Interviewing, Background Checks, Employee Relations, Negotiation, Screening, Microsoft Office, Customer Service, Job Fairs, Compliance, Coaching, Talent Acquisition, Onboarding, Budgeting, Cold Calling, Search, Referrals, Retail, Sales Management, Budgets, Recruiting, Employee Training, Human Resources, Sales, New Business Development, Team Building, Applicant Tracking..., Staffing Services, College Recruiting, Training, Interviews, Change Management, Contract Recruitment, Talent Management, Business Development, Management, Job Descriptions, Contract Negotiation, Organizational..., Selling, Performance Management, Marketing, Management Consulting, Leadership, Strategic Planning, Resume Writing, Account Management

Education
University of Maryland

University of Maryland College Park
Business Administration and Management, General

Steve ShynSteve Shyn Greater New York City Area
HSBC Years May 2008 - November 2011
Job Managing Partner at Crossbridge
Industry Financial Services
Experience
Crossbridge   January 2012 - Present
HSBC   May 2008 - November 2011
BAE Systems Applied Intelligence   January 2006 - May 2008
PricewaterhouseCoopers   July 2004 - January 2006
JPMorganChase   February 2002 - July 2004
CIBC   July 1997 - December 2001
Price Waterhouse LLP   March 1994 - July 1998
Loan Pricing Corporation (Reuters)   February 1992 - February 1994

Skills
Risk Management, Business Transformation, Program Management, Business Process..., Data Management, Finance Transformation, Supplier Evaluation, Financial Risk, Derivatives, Credit Risk, Capital Markets, Banking, Investment Banking, Business Analysis, PMO, Dodd, Regulatory Change, Compliance Change, KYC, Client Onboarding, Practice Development, Staff Development, Programme Governance, Project Governance, Dodd Frank, Fixed Income, FX Options, Equities, Back Office, Financial Markets, Regulations, Strategy, Portfolio Management, Dodd-Frank, Governance, Change Management, Management Consulting, Onboarding

Education
University of Michigan   1990 — 1992
MAE, Economics

University of Michigan   1985 — 1989
AB, Economics

Jessica Heinz, ASLA, LEED Green AssociateJessica Heinz, ASLA, LEED Green Associate Baltimore, Maryland Area
HSBC Years September 2007 - August 2008
Job Landscape Architect Analyst at KimleyHorn and Associates, Inc.
Industry Design
Experience
Kimley-Horn and Associates, Inc.   September 2014 - Present
Bowman Consulting   June 2013 - August 2014
G. E. Fielder & Associates   September 2012 - June 2013
American Hiking Society   September 2011 - June 2013
PostModern Landscape Architecture   June 2012 - September 2012
Hidden Lane Landscaping & Design   March 2012 - June 2012
National Park Service   June 2011 - September 2011
University of Maryland   February 2011 - June 2011
HSBC   September 2007 - August 2008

Skills
Landscape Design, Hand Rendering, AutoCAD, Adobe Creative Suite, Graphic Design, Direct Sales, Customer Service, Planning, SketchUp, 3D rendering, Drawing, Comprehensive Planning, Architecture, Site Planning, Illustration, Streetscape, Urban Design, Project Planning, Parks, Land Use Planning, Sustainable Design, Landscape Architecture, Sketching, Site Plans, Mixed-use, Submittals, Zoning, Land Development, Feasibility Studies, Residential Design

Education
Christiana High School

University of Maryland College Park
Bachelor of Landscape Architecture, Landscape Architecture

Eric MirandaEric Miranda Greater Boston Area
HSBC Years February 2003 - June 2008
Job Store Manager
Industry Retail
Experience
Brookstone   June 2015 - Present
Sears Outlet Stores, LLC   June 2008 - June 2015
HSBC   February 2003 - June 2008

Skills
Recruiting, Leadership, Sales, Customer Experience, Sales Management, Team Building, Store Operations, Customer Service, Retail, Merchandising, Loss Prevention, Store Management, Driving Results, Human Resources, Marketing Strategy, Multi-unit, Budgets, Account Management, Training, Continuous Improvement, Coaching, Hiring, Profit, Time Management, Income Statement, Big Box, Cross-functional Team..., CRM, Customer Satisfaction, Inventory Management, Organizational..., P&L, P&L Management, Sales Force Development, Retaining Customers, Multi-Unit, Customer Retention, Energy Efficiency

Education
University of Massachusetts Dartmouth   1998 — 2003
Bachelor's degree, Marketing

Tonja Ewing-GomezTonja Ewing-Gomez West Palm Beach, Florida Area
HSBC Years June 1999 - July 2008
Job Office Manager at State Farm Insurance
Industry Financial Services
Experience
Playdate Calendar Management   May 2012 - Present
State Farm Insurance   August 2009 - November 2012
New York Life   February 2009 - August 2009
HSBC   June 1999 - July 2008

Education
University of Mary Washington   1993 — 1997
BS, Biology

Ian BirlaIan Birla Greater New York City Area
HSBC Years March 2014 - Present
Job Head of US Cost Management
Industry Financial Services
Experience
HSBC   March 2014 - Present
Deutsche Bank   May 2009 - March 2014
Goldman, Sachs & Co.   July 2005 - November 2008
Global Crossing, Ltd.   April 2001 - July 2005
PricewaterhouseCoopers   June 1999 - April 2001
Theodore Barry & Associates (acquired by Hagler Bailly, now part of PA Consulting)   December 1996 - June 1999
Merrill Lynch and Co.   May 1995 - December 1996

Education
University of Michigan   1991 — 1995
BA, Economics

John PitarraJohn Pitarra Greater New York City Area
HSBC Years 1995 - 2009
Job VP, Regional Manager, Hartford,CT at Citizens Bank
Industry Financial Services
Experience
Citizens Bank   April 2010 - Present
Citizens Bank   June 2009 - May 2010
Household International   January 1996 - May 2009
HSBC   1995 - 2009

Skills
Mortgage Lending, Coaching, Consumer Lending, Credit Analysis, Credit

Education
University of Maryland College Park   1988 — 1991
BA, Advertising

University of North Carolina at Chapel Hill - Kenan-Flagler Business School
AFCA Executive Development

Hadas ReichmanHadas Reichman Greater New York City Area
HSBC Years July 2013 - Present
Job VP Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC   July 2013 - Present
HSBC   July 2012 - July 2013
Bank Leumi USA   July 2007 - July 2012

Education
University of Maryland - Robert H. Smith School of Business   2003 — 2007
Marketing

Kenneth WoodKenneth Wood Washington D.C. Metro Area
HSBC Years March 2003 - December 2004
Job Senior Sales Representative at Janssen, Pharmaceutical Companies of Johnson and Johnson
Industry Pharmaceuticals
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson   November 2011 - Present
BAYADA Home Health Care   October 2009 - September 2011
Pfizer   January 2005 - April 2009
HSBC   March 2003 - December 2004

Skills
Recruiting, Cardiology, Pharmaceutical Industry, Leadership, Managed Care, Business Development, Management, Business Planning, Sales, Healthcare, Strategic Planning, Budgets, Marketing, Pharmaceutical Sales

Education
University of Maryland College Park   1997 — 2001
Bachelor of Arts, Communication

Nicole(Jiani) XuNicole(Jiani) Xu College Park, Maryland
HSBC Years February 2013 - March 2013
Job Master Student in Supply Chain Management seeking fulltime position
Industry Logistics and Supply Chain
Experience
Robert H. Smith School of Business, University of Maryland   August 2015 - Present
Zebra Technologies (Former Motorola Solutions)   May 2015 - August 2015
Shadow Cafe   February 2014 - April 2014
Citi   August 2013 - October 2013
HSBC   February 2013 - March 2013

Skills
Operations Management, Data Analysis, Strategic Planning, Negotiation, Process Improvement, Supply Chain Management, SAP, MRP, ERP, Inventory Management, Project Management, Global Sourcing, Global Trade Logistics, Lean Six Sigma

Education
University of Maryland - Robert H. Smith School of Business   2014 — 2015
Supply Chain Management, Master of Science (MS)(GPA 4.0)

Grant MilesGrant Miles Salinas, California Area
HSBC Years 1983 - Present
Job EVP Chief Risk Officer Consumer Lending HSBC
Industry Banking
Experience
HSBC   1983 - Present
HSBC   1983 - 2009
HSBC   1983 - 2008
Household Credit Services   1997 - 2006

Skills
Financial Risk, Credit Risk, Mortgage Lending, Analytics, Financial Services, Credit Cards, Credit, Portfolio Management, Financial Modeling, Risk Management, Banking, Credit Analysis, Retail Banking, Loans, Commercial Lending, Commercial Banking, Operational Risk, Consumer Lending, Financial Analysis, Relationship Management, Strategy, Treasury Management, Finance, Payments, Basel II, Wealth Management, collections management, Default, Loan Modifications, Collection Strategy

Education
University of Manitoba
Bsc

Janel NaultJanel Nault Winnipeg, Canada Area
HSBC Years 2007 - 2008
Job Policy Analyst at Manitoba Metis Federation
Industry Government Administration
Experience
Manitoba Metis Federation   June 2008 - Present
HSBC   2007 - 2008

Skills
Policy Analysis, Community Development, Non-profits, Policy, Strategic Planning, Program Evaluation, Qualitative Research, Government, Public Speaking, Strategic Communications, Economic Development, Report Writing, Research, Program Management, Proposal Writing, Public Relations, Fundraising, Program Development, Organizational..., Analysis, Leadership, Workshop Facilitation, Community Engagement, Nonprofits, Teaching, Leadership Development, Public Policy, Staff Development, Community Outreach

Education
University of Manitoba   2005 — 2007
Bachelor of Arts (B.A.), Economics

Red River College   2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Marlene GeskeMarlene Geske Greater New York City Area
HSBC Years 2007 - 2013
Job Life Underwriter
Industry Financial Services
Experience
Enstar Group, LTD   2013 - February 2014
HSBC   2007 - 2013
Tranamerica Re   1987 - 1992

Skills
FLMI, ALU, Claim, Life Insurance, Insurance, Reinsurance, Underwriting, Finance, Term Life Insurance, Financial Risk, Process Improvement

Education
University of Manitoba
Bachelor's degree, Economics

Andy DePhillipsAndy DePhillips New York, New York
HSBC Years February 2015 - Present
Job Senior Vice President, FX Sales
Industry Banking
Experience
HSBC   February 2015 - Present
Credit Suisse   2002 - 2012
Citibank   1996 - 2002
Commerzbank AG   October 1993 - July 1995
UBS   July 1990 - October 1993
University of Maryland   1982 - 1986

Education
University of Maryland - Robert H. Smith School of Business   1982 — 1986
BS, Finance

Mei-fong LongMei-fong Long Washington D.C. Metro Area
HSBC Years June 2002 - August 2002
Job Lead Asset Management Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac   July 2004 - Present
MILLENNIUM BANK   August 2003 - July 2004
HSBC   June 2002 - August 2002
Keppel Tatlee Bank   July 1999 - April 2001
OCBC FINANCE, Singapore   January 1997 - June 1999

Education
NANYANG TECHNOLOGICAL UNIVERSITY, Nanyang Business School, Singapore
Bachelor of Business with Merit, Marketing

UNIVERSITY OF LONDON, United Kingdom/Singapore
Bachelor of Laws with Honors

University of Maryland - Robert H. Smith School of Business
MBA, Finance

Vanessa LinVanessa Lin Greater New York City Area
HSBC Years February 2013 - Present
Job Head of North America Clearing & Foreign Currency Payments at HSBC
Industry Banking
Experience
HSBC   February 2013 - Present
Citigroup / Global Payments   January 2006 - February 2013
Citigroup Securities & Fund Services   July 2002 - January 2006
Citi   June 2000 - June 2002
Jardine Fleming Investment Mgmt (currently under JPM Asset Mgmt   April 1997 - July 1998

Education
University of Maryland - Robert H. Smith School of Business   1998 — 2000
MBA, Finance

Samantha HeSamantha He Washington D.C. Metro Area
HSBC Years May 2009 - January 2011
Job Weichert Realtor
Industry Real Estate
Experience
Suntrust Bank   January 2011 - Present
HSBC   May 2009 - January 2011

Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Mortgage Banking, Retail Banking, Small Business Lending

Education
University of Maryland Baltimore   2005 — 2007
Marketing

Robert SilvaRobert Silva Greater New York City Area
HSBC Years October 2003 - June 2005
Job NY/CT Regional Program Manager
Industry Banking
Experience
Wells Fargo   June 2005 - Present
Family Intervention Specialists, Inc   August 2008 - November 2010
HSBC   October 2003 - June 2005
Advantage Behavioral Health Systems   August 2001 - October 2003

Skills
Loss Mitigation, Loan Servicing, Community Outreach, Strategic Planning, Training, Mortgage Lending, Customer Service, Recruiting, Event Management, Operations Management, Risk Management, Cold Calling, Mortgage Banking, Crisis Intervention, Microsoft Office, Non-profits

Education
Argosy University Atlanta   2004 — 2007
Master of Arts, Professional Counseling

University of Maryland Baltimore County   1997 — 2001
Bachelors of Arts, Psychology with a concentration in Biology

Lenape High School   1993 — 1997
Diploma, Biology

Scott CrueScott Crue Essex, Maryland
HSBC Years June 2006 - August 2008
Job Research Associate at CoStar Group
Industry Information Technology and Services
Experience
CoStar Group   August 2008 - Present
HSBC   June 2006 - August 2008
HSBC (formerly Metris)   January 2006 - June 2006
Metris Companies   March 2002 - December 2005
MONTGOMERY WARDS   January 1994 - January 2001

Skills
Sales, Portfolio Management, Customer Service, Data Analysis, Management, Market Research, Interviews, Analytics, Analysis, Strategy, Human Resources, CRM, Research, Leadership, Strategic Planning, Microsoft Office, Marketing, Real Estate, Commercial Real Estate, Market Analysis, Financial Analysis, Project Management, Social Media

Education
University of Maryland Baltimore County   1994 — 1997
Biochemistry

Overlea High School   1990 — 1994

Walt SierotkoWalt Sierotko Greater New York City Area
HSBC Years March 2015 - Present
Job Senior Vice President / Senior Credit Officer / Commercial Real Estate at HSBC
Industry Banking
Experience
HSBC   March 2015 - Present
Wells Fargo   2007 - March 2015
Wells Fargo   2000 - 2007
BNY Mellon   1991 - 2000
Metrobank for Savings   1990 - 1991
Lehigh Financial Corporation   1988 - 1990
William Johns & Associates   1986 - 1988

Skills
Commercial Banking, Asset Management, Corporate Finance, Real Estate Financing, Valuation, Mergers & Acquisitions, Commercial Real Estate, Real Estate, Investment Properties, Strategic Planning, Management Consulting, New Business Development, Real Estate Transactions, Sales Management, Sarbanes-Oxley Act, Sales, Auditing, Credit Risk, Credit Analysis, Underwriting, Asset Based Lending, Structured Finance, Commercial Mortgages, Banking, Credit, Loans

Education
University of Maryland College Park   1982 — 1986
BA Bachelor of Arts, Economics

Linda BartosLinda Bartos Lewiston, New York
HSBC Years June 2000 - Present
Job Director of IT at HSBC
Industry Information Technology and Services
Experience
HSBC   June 2000 - Present

Education
University of Maryland College Park
Bachelor of Science (B.S.), Biochemistry

Connor FergusonConnor Ferguson Pikesville, Maryland
HSBC Years 2004 - 2009
Job President, Doctors Express of Pikesville
Industry Medical Practice
Experience
Doctors Express   January 2011 - Present
HSBC   2004 - 2009
HSBC   2004 - 2009
HSBC   2004 - 2009

Skills
Sales Management, Marketing, Account Management, Strategic Planning, Team Building, Customer Service, New Business Development, Healthcare, Operations Management, Management, Sales, Marketing Strategy, Leadership, Start-ups, Leadership Development, Business Development, Coaching

Education
University of Maryland College Park   1999 — 2003

Stoney MorrisStoney Morris Washington D.C. Metro Area
HSBC Years 2000 - 2009
Job Managing Partner at East Coast Management
Industry Financial Services
Experience
East Coast Management   April 2009 - Present
HSBC   2000 - 2009

Skills
Portfolio Management, Credit, Consumer Lending, Underwriting, Insurance, Strategic Planning, Mortgage Lending, Loans, Credit Risk, Credit Analysis, Loan Origination

Education
University of Maryland College Park
Business Administration BS Finance Minor

Neil Y YangNeil Y Yang Greater New York City Area
HSBC Years April 2015 - Present
Job Managing Director, Head of Structured Fixed Income Trading at HSBC
Industry Financial Services
Experience
HSBC   April 2015 - Present
HSBC   April 2005 - March 2015
BNP Paribas   May 2002 - April 2005
BNP Paribas   January 2001 - May 2002
JP Morgan   October 1994 - April 2001

Skills
Derivatives, Trading, Structured Finance, Credit, Credit Derivatives, Structured Products, Fixed Income, Quantitative Finance, Market Risk, Quantitative Analysis, Mathematics, Interest Rate..., Market Making, Exotic Derivatives, Monte Carlo Simulation, Credit Risk, Volatility, CDO, Quant, CDS, Swaps, Counterparty Risk, Options Pricing, Interest Rate Swaps, FX Options, Hybrids, Fixed Income Products, Relative Value, Hedging, Fixed Income Trading, Proprietary Trading, Rates, VAR, Trading Strategies, Convertible Bonds, Quantitative Analytics, Capital Markets, Equities, Bonds

Education
University of Maryland College Park   1983 — 1989
Ph. D, Physics

Beijing University   1979 — 1983
B.S, Physics

Russ CoxRuss Cox Jacksonville, Florida Area
HSBC Years December 2005 - July 2007
Job VPDirector of Service Enhancement at EverBank
Industry Financial Services
Experience
EverBank   January 2010 - Present
iQor   December 2008 - February 2010
EverBank   August 2008 - December 2008
HSBC   December 2005 - July 2007
Metris Companies   1999 - 2005
OSI   August 1996 - May 1999
Ideon Group   1994 - 1996
Ideon   1994 - 1996

Education
University of Maryland College Park   1976 — 1980
Bachelor of Arts (BA), Communication and Media Studies

Alex ZhuAlex Zhu Greater New York City Area
HSBC Years September 2007 - November 2010
Job JP Morgan WCAS
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Slalom Consulting   October 2014 - June 2015
American Family Insurance   April 2014 - October 2014
Capital One   April 2013 - April 2014
Protiviti   2010 - March 2013
HSBC   September 2007 - November 2010

Skills
Analysis, Process Improvement, Banking, Internal Audit, Project Management, Auditing, Financial Services, Quality Assurance, Credit

Education
University of Maryland College Park
Bachelor's degree, Computer Science

Ian ParraIan Parra Greater New York City Area
HSBC Years April 2009 - July 2013
Job Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon   June 2014 - Present
HSBC   April 2009 - July 2013
PPS Infotech   September 2004 - January 2009

Skills
Visio, Windows Server, Unix, WebSphere Application..., DB2, Trading Systems, Websphere, SOA, Fixed Income, SQL, AIX, Enterprise Architecture, CRM, Integration, Electronic Trading, Requirements Analysis, Investments, Trading

Education
University of Maryland College Park   1999 — 2004
Bachelor of Science (B.S.), Electrical Engineering

Winston Churchill High School   1995 — 1999

Sian XuSian Xu White Plains, New York
HSBC Years June 2012 - July 2012
Job Analyst at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services   July 2014 - Present
Shangri-La Hotels and Resorts   March 2013 - March 2013
HSBC   June 2012 - July 2012

Skills
Marketing Analytics, SAS programming, R Language, Stata, SQL, Market Research, Piano Playing, Forecasting, Teamwork, SPSS, Statistics, R, SAS, Economics, Econometrics, Marketing, MS SQL Server

Education
University of Maryland College Park   2013 — 2014
Master of Science (MS), Marketing Analytics, 3.6

Xiamen University   2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.45/4.0

Chester SawyerChester Sawyer United States
HSBC Years June 2001 - January 2002
Job
Industry
Experience
Discovery Communications   October 2009 - Present
McInerney Holdings Inc.   June 2007 - December 2008
CoStar Group   November 2005 - January 2007
Toyota Financial Services   April 2002 - November 2005
HSBC   June 2001 - January 2002
Bally Total Fitness   October 1996 - June 2001

Education
University of Maryland University College
Bachelor of Science (B.S.)

Jeffrey HsiahJeffrey Hsiah Greater Los Angeles Area
HSBC Years October 2013 - Present
Job Vice President / Sr. Branch Manager at HSBC BANK
Industry Financial Services
Experience
HSBC   October 2013 - Present
Citibank N.A.   July 2010 - July 2013
Citibank N.A.   October 2004 - June 2010
Pacific Guardian Life   February 2002 - April 2004

Skills
Banking, Credit, Loans, Credit Analysis, Consumer Lending, Retail Banking, Small Business Lending, Mortgage Lending, Risk Management, Commercial Banking, Portfolio Management, Commercial Lending

Education
University of Maryland   2015 — 2017
Master of Business Administration (MBA)

CSUN
B.A. Business, Marketing

UCR

Sen JiaSen Jia Washington D.C. Metro Area
HSBC Years August 2010 - January 2011
Job Staff Auditor
Industry Accounting
Experience
Crowe Horwath LLP   March 2015 - Present
Wells Fargo   January 2011 - November 2011
HSBC   August 2010 - January 2011
SunTrust Bank   April 2008 - August 2010
Nanjing District   May 1998 - August 2001
Nestle Investment Co. Ltd   May 1995 - May 1998

Skills
Accounting, Analysis, Management, Forecasting, Auditing, Payroll, Corporate Finance, Finance, Training, Budgets, Financial Reporting

Education
University of Maryland University College   2008 — 2010
Master’s Degree, Accounting and Financial Management, 3.75/4

State University of New York at BinghamtonUniversity   2004 — 2005
Bachelor’s Degree, Business Management; Management Information System, 3.6/4

Southeast University at   1989 — 1992
Bachelor’s Degree, International Business Trade, 3.0/4

Naoko ShawNaoko Shaw Vancouver, Canada Area
HSBC Years August 2012 - Present
Job SR MGR, Commercial Banking (CMB) Business Risk Control Management at HSBC
Industry Financial Services
Experience
HSBC   August 2012 - Present
HSBC   July 2003 - August 2012
Deloitte Canada   July 2000 - June 2003
Intel Japan   December 1999 - July 2000
Cadence Design Systems   July 1996 - September 1999
Arthur Andersen   September 1994 - June 1996
Coopers & Lybrand   September 1993 - June 1994

Skills
Internal Audit, Audit, Operational Risk..., Regulatory Reporting, Operational Risk, SOX, Sarbanes-Oxley Act, Auditing, Risk Assessment

Education
University of Massachusetts Boston   1991 — 1993
BA, Accounting/ Business

早稲田大学 / Waseda University
BA, English Literature

Robbie JohnstonRobbie Johnston Greater Boston Area
HSBC Years March 2007 - September 2008
Job Mortgage Loan Originator at Bank of America
Industry Financial Services
Experience
Bank of America   December 2014 - Present
Evolve Bank and Trust   August 2011 - December 2014
ClearPoint Funding, INC   November 2009 - July 2011
Virgin Money   September 2008 - November 2009
HSBC   March 2007 - September 2008
New Century Mortgage   May 2005 - January 2007
United States Marine Corps   January 1995 - January 1999

Skills
Mortgage, Loans, FHA, Mortgage Lending, Refinance, USDA, Credit, Purchase, Residential, Banking, Mortgage Banking, VA loans, Loan Origination, Residential Mortgages, Certified Mortgage..., FHA Financing

Education
University of Massachusetts Boston   2000 — 2004

University of Massachusetts Boston   1999 — 2003

Florence CelesteFlorence Celeste Greater Boston Area
HSBC Years June 1991 - May 2002
Job Production Manager at Blue Hills Bank
Industry Banking
Experience
Blue Hills Bank   October 2002 - Present
HSBC   June 1991 - May 2002

Skills
Loans, Mortgage Lending, Credit, Loan Origination, Underwriting, Real Estate, Portfolio Management, Investment Properties, Residential Mortgages, Commercial Lending, Management, Mortgage Banking, Refinance

Education
University of Massachusetts Boston
BA, Economics

Marcio ValadaoMarcio Valadao Miami/Fort Lauderdale Area
HSBC Years November 2014 - Present
Job VP Premier Relationship Manager
Industry Financial Services
Experience
HSBC   November 2014 - Present

Skills
Finance, Loans, Consumer Lending, Small Business Lending, Banking, Mortgage Lending, Credit Analysis, Lines Of Credit, Credit, Series 63, Retail Banking, Mortgage Banking, Commercial Lending, Loan Origination, Commercial Banking, Series 6, International Business, International..., Customer Service, Relationship Management, Portfolio Management

Education
UMass Boston

Andy TarpeyAndy Tarpey Columbus, Ohio
HSBC Years November 2010 - June 2012
Job KYC Onboarding Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   March 2015 - Present
JPMorgan Chase & Co.   April 2014 - March 2015
JPMorgan Chase & Co.   August 2013 - February 2014
HSBC   November 2010 - June 2012
State Street   October 2007 - June 2010
Sovereign Bank   February 2006 - April 2007
Fidelity Investments   March 2003 - February 2006

Skills
Financial Risk, AML, OFAC, USA PATRIOT Act, Banking, Bank Secrecy Act, Risk Management, Report Writing, Financial Services, Investigations, Internal Audit, Credit, Anti Money Laundering

Education
University of Massachusetts Dartmouth   1997 — 2001
Bachelor of Arts (B.A.), Sociology with a focus on Criminal Justice

Autumn DhanoteAutumn Dhanote Washington D.C. Metro Area
HSBC Years September 2014 - Present
Job Experienced professional regulatory compliance and process improvement.
Industry Banking
Experience
HSBC   September 2014 - Present
Ernst & Young   January 2011 - August 2014
Fannie Mae   October 2006 - January 2011
University of Massachusetts, Dartmouth   September 2002 - May 2006
University of Massachusetts   September 2002 - May 2006

Skills
Access, Agile Methodologies, Business Analysis, Analysis, Business Process, Data Analysis, MS Project, Management, Oracle, Project Management, Risk Management, SDLC, Testing, User Acceptance Testing, Visio, Leadership, Banking, Process Improvement

Education
Rajiv Gandhi University
Bachelor, Engineering

University of Massachusetts
Masters, Business Administration; Finance2006

University of Massachusetts Dartmouth
MBA, Finance

Kesia SondriniKesia Sondrini Naples, Florida Area
HSBC Years February 1996 - 2008
Job Financial Services
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company   November 2008 - Present
HSBC   February 1996 - 2008

Education
University of Massachusetts Dartmouth   1993 — 1997

Will MelloWill Mello Greater Philadelphia Area
HSBC Years April 1993 - May 2009
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones   May 2009 - Present
HSBC Consumer Lending Division   1993 - Present
HSBC   April 1993 - May 2009
HSBC   April 1993 - May 2009

Education
University of Massachusetts Dartmouth   1991 — 1996
BA, Business Finance

Florence Tong-MackayFlorence Tong-Mackay Toronto, Canada Area
HSBC Years 2008 - 2010
Job Interactive Designer at Bluerush
Industry Graphic Design
Experience
Bluerush   2011 - Present
HSBC   2008 - 2010
JJL Events Inc.   2007 - 2008
One On One Communications   2004 - 2008
3 Dogz Creative Inc.   2003 - 2003
Edward-Anthony Inc.   1998 - 2000

Skills
Illustrator, InDesign, Flash, Dreamweaver, QuarkXPress, Photoshop, Collateral, Concept Development, Art Direction, Web Design, Graphic Design, User Interface Design, Advertising, User Experience, Corporate Identity

Education
York University/Sheridan College   2001 — 2004
Bachelor Honours, Design

University of Massachusetts, Amherst   1993 — 1997
Bachelor of Arts, Psychology

Brian HorganBrian Horgan Greater Boston Area
HSBC Years February 2014 - Present
Job Global Relationship Manager at HSBC for New England
Industry Investment Management
Experience
HSBC   February 2014 - Present
TD Bank   August 2010 - October 2013
Sheridan Capital Advisors   January 2008 - November 2008
Orix Venture Finance   March 2001 - December 2002
Greyrock Capital   June 1999 - February 2001
ABN AMRO NV   August 1993 - June 1998

Skills
Structured Finance, Middle Market, Equities, Hedge Funds, Leveraged Finance, Private Equity, Venture Capital, Capital Markets, Valuation, Asset Based Lending, Investments, Business Valuation, Portfolio Management, Investment Banking, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Loan Origination, Bloomberg, Mergers & Acquisitions

Education
University of Rochester   1990 — 1992
MBA

University of Massachusetts   1983 — 1987
BBA

Eric KorinsEric Korins New York, New York
HSBC Years 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
HSBC   2012 - Present
Wells Fargo   2004 - 2012
Mellon Financial Corp   1996 - 2004

Education
University of Massachusetts, Amherst   1990 — 1994
BS - Mgmt, Minor History

Jenna Milano LinnJenna Milano Linn Tampa/St. Petersburg, Florida Area
HSBC Years January 2008 - Present
Job Recruiting Specialist
Industry Human Resources
Experience
HSBC   January 2008 - Present

Education
University of Massachusetts, Amherst

Richard HooshiariRichard Hooshiari Greater New York City Area
HSBC Years 2001 - 2006
Job Investment Management/Portfolio Analytics and Risk Management
Industry Financial Services
Experience
Lord Abbett & Co. LLC   February 2012 - Present
Bank Of America/Merrill Lyich   July 2008 - September 2011
Fannie Mae   2007 - 2008
Morgan Stanley - MSCI   2006 - 2007
HSBC   2001 - 2006
Prudential Securities   1988 - 2000
Prudential Financial   1988 - 2000

Education
University of Massachusetts, Amherst
MS, BS, Engineering, Applied Math and CompSci

S. BergerS. Berger New York, New York
HSBC Years March 2011 - Present
Job AML Investigations Officer at HSBC
Industry Banking
Experience
HSBC   March 2011 - Present
GOLDMAN SACHS   September 2007 - September 2010
BANK OF NEW YORK   June 2006 - September 2007

Skills
KYC, USA PATRIOT Act, OFAC, World Check, Fixed Income, Equities, Securities, Sanction, Bank Secrecy Act, Anti Money Laundering..., Lexis Nexis, Norkom

Education
University of Massachusetts, Amherst   2000 — 2003
BACHELORS OF SCIENCE, ECONOMICS

Ketty Wilson, MBAKetty Wilson, MBA Overland Park, Kansas
HSBC Years August 2008 - December 2009
Job Marketing Coordinator at Epiq Systems
Industry Marketing and Advertising
Experience
Epiq Systems   May 2015 - Present
Iris Data Services, Inc.   March 2014 - Present
Rupanuga Vedic College   March 2012 - March 2014
ServiceLink   October 2012 - July 2013
ACE Network Consulting   February 2010 - October 2011
HSBC   August 2008 - December 2009
Hot Link, Co. Ltd   August 2004 - July 2005

Skills
Project Management, Strategic Planning, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing, Process Improvement, Contract Negotiation, Customer Service, Account Management, Sales, Leadership, Microsoft Office, Management

Education
University of Tulsa   2005 — 2007
Master of Business Administration (M.B.A.)

University of Mauritius   2000 — 2004
B.Sc. (Hons) Management, Business Management and marketing

Kathleen LiKathleen Li Greater New York City Area
HSBC Years July 2013 - August 2014
Job Vice President, Global AML Policy at CIti
Industry Banking
Experience
Citi   August 2014 - Present
HSBC   July 2013 - August 2014
Barclays   December 2012 - June 2013
UBS   November 2010 - January 2011
Deutsche Bank   January 2006 - September 2007
Prudential Financial   June 2005 - August 2005
Morgan Stanley   September 2003 - June 2005

Skills
Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, C++, Bloomberg, Reuters, ACT!, Equities, AML, KYC, Equity Derivatives, Bank Secrecy Act, Structured Products, Derivatives, Dodd-Frank, USA PATRIOT Act, Financial Services

Education
University of Melbourne   2010 — 2012
Juris Doctor, Law

New York University, Stern School of Business   2002 — 2006
Bachelor of Science, Finance and Accounting

Sudhir BhargavaSudhir Bhargava New York, New York
HSBC Years April 2012 - July 2015
Job VP Senior Business Relationship Manager at HSBC
Industry Banking
Experience
HSBC   April 2012 - July 2015
National Australia Bank   January 2004 - December 2011
Terrain Home Loans   July 2002 - July 2003
National Australia Bank   June 2001 - June 2002
Bank of Melbourne/Westpac   November 1995 - May 2001

Skills
Relationship Management, Portfolio Management, Commercial Banking, Banking, Risk Management, Credit Analysis, Mortgage Lending, Funding, Management, Business Development, Financial Analysis, Trade Finance, Credit Risk, New Business Development, Loans, CRM, Financial Risk, Client Relationship..., Finance

Education
University of Melbourne   2002 — 2003
Master in Applied Finance, Finance

University of Pune   1984 — 1987
Bachelor of Science (B.S.), Physics

Argenis Andy GraisenArgenis Andy Graisen Miami/Fort Lauderdale Area
HSBC Years June 2005 - Present
Job at
Industry Banking
Experience
Laboratorios Recamier Ltda.   April 2013 - Present
HSBC   June 2005 - Present
Hsbc bank   May 2005 - Present

Skills
Branch Banking, Commercial Lending, Series 6, Series 63,..., Business Development, Management, Relationship Management, Knowledge of Microsoft..., Licence Cam Management..., Buisness General..., International Shipping

Education
FIU/ Nova University
Master of Business Administration (MBA), International Business

University of Miami
Electrical engeneering, Engineering

Daniel SiefertDaniel Siefert Wilmington, North Carolina Area
HSBC Years 1998 - Present
Job Banking Professional
Industry Banking
Experience
HSBC   1998 - Present
HSBC Auto Finance   1998 - 2008
HSBC Auto Finance   1998 - 2008
Bank One   1997 - 1998

Education
University of Phoenix   2001 — 2003
MBA

University of Miami   1968 — 1972
BBA, Finance

Daniel SiefertDaniel Siefert Wilmington, North Carolina Area
HSBC Years 1998 - 2008
Job Marketing/Member Service Team Lead at Sam's Club
Industry Retail
Experience
Sam's Club   July 2010 - Present
HSBC Auto Finance   1998 - October 2008
HSBC (Household Auto Finance)   1998 - 2008
Household Auto Finance/ HSBC   1998 - 2008
HSBC   1998 - 2008

Education
University of Phoenix   2001 — 2003
MBA

University of Miami   1968 — 1972
BBA Business, Finance

Jim BagerisJim Bageris Greater Los Angeles Area
HSBC Years 1997 - 2007
Job Field Asset Manager (REO)
Industry Real Estate
Experience
Citi   2007 - Present
HSBC   1997 - 2007
Bank of America   1993 - 1997

Skills
Asset Managment, Real Estate, Loss Mitigation, Mortgage Lending, Loans, Portfolio Management, REO, Loan Origination, Real Estate Financing, Referrals, Asset Management, Real Estate Economics, FHA, Sellers, Property Management, Foreclosures, Investment Properties, Mortgage Banking, Valuation, Residential Mortgages, Disposition, Refinance, Short Sales

Education
University of Miami
BE

Luis F. RojasLuis F. Rojas Greater New York City Area
HSBC Years October 2011 - December 2013
Job Learning & Development and HR Effectiveness Leader, Consumer Lending Group
Industry Financial Services
Experience
Wells Fargo   August 2014 - Present
Wells Fargo   January 2014 - August 2014
HSBC   October 2011 - December 2013
HSBC   August 2009 - October 2011
HSBC   August 2007 - August 2009
Standard Chartered Bank   2006 - 2007
Standard Chartered Bank   January 2004 - August 2006
Standard Chartered Bank   2006 - 2006
Standard Chartered Bank   1999 - 2003
The Chase Manhattan Bank   1984 - 1996

Skills
Strategy, Change Management, Process Engineering, Banking, Relationship Management, Business Strategy, Management, Portfolio Management, Risk Management, Business Relationship..., Data Analysis, Financial Risk, Performance Management, Product Management, Retail Banking, Leadership, Commercial Banking, Coaching, Employee Engagement, Integration, Talent Management, Analytics, Program Management, Executive Management, Training, Business Development, Business Planning, Human Resources, Investment Banking, Business Process..., Financial Services, Governance, Mergers & Acquisitions, Credit Risk, Analysis, Project Planning, Outsourcing, Finance, Personnel Management

Education
University of Miami   1983 — 1984
Master's Degree, Information Systems

University of Miami   1980 — 1983
Bachelor's Degree, Chemistry

Christina MeitznerChristina Meitzner Miami, Florida
HSBC Years October 2013 - Present
Job Business Support Manager, HSBC
Industry Banking
Experience
HSBC   October 2013 - Present
Northern Trust   February 2011 - October 2013
Ocean Bank   August 2007 - January 2011

Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Credit Risk, Portfolio Management, Financial Analysis, Small Business Lending, Relationship Management, Mortgage Lending, Financial Risk, Risk Management

Education
Florida International University   2013 — 2015
Master of Business Administration (MBA)

University of Miami - School of Business   2003 — 2007
BA, Finance

Hector NietoHector Nieto Miami/Fort Lauderdale Area
HSBC Years June 2009 - September 2009
Job S&E International
Industry Entertainment
Experience
S&E International (www.seintl.net)   2013 - Present
GR8 Group   October 2010 - 2013
Prudential Real Estate Investors   August 2010 - 2011
HSBC   June 2009 - September 2009

Skills
Financial Modeling, Valuation, Investments, Private Equity, Financial Analysis, Corporate Finance, Due Diligence, DCF, Investment Banking, Portfolio Management, Asset Managment, Equities, Real Estate, Analysis, Finance, Business Development, Start-ups, Management, Marketing, Leadership, Sales, Marketing Strategy, Strategic Partnerships

Education
University of Miami - School of Business   2015 — 2015
Master of Business Administration (MBA), 3.9

University of Miami - School of Business   2006 — 2010
Bachelor of Business Administration (BBA), Finance, General

Coral Gables Senior High   2005 — 2006

Beth BurzinBeth Burzin Greater New York City Area
HSBC Years January 2014 - Present
Job Assistant Regulatory Relationship Manager at HSBC
Industry Law Practice
Experience
HSBC   January 2014 - Present
HSBC   August 2011 - January 2014
Forster & Garbus LLP   June 2010 - August 2011
JetCard PLUS, Inc   June 2008 - April 2009
Eleventh Circuit Criminal County Judge Norma Lindsey   February 2008 - May 2008
Milberg LLP   June 2004 - July 2006

Education
University of Miami School of Law
Juris Doctor

University of Michigan
Bachelor of Arts, Political Science and Psychology;

Daniel NovarDaniel Novar Chicago, Illinois
HSBC Years 1989 - 2008
Job Mortgage Banker at The Federal Savings Bank
Industry Financial Services
Experience
The Federal Savings Bank   October 2012 - Present
NewDay Financial   2009 - 2011
HSBC   1989 - 2008

Skills
Mortgage Lending, Loans, Finance, Mortgage Banking, FHA, VA loans, FHA financing, Refinance, Residential Mortgages, Reverse Mortgages, USDA, Loan Origination, Government Loans, Certified Mortgage..., Construction Loans

Education
University of Michigan
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics

Thomas WorthingtonThomas Worthington Greater New York City Area
HSBC Years August 2006 - February 2011
Job AVP FX Operations at HSBC
Industry Financial Services
Experience
Newedge   March 2011 - Present
HSBC   August 2006 - February 2011

Education
University of Michigan   2002 — 2006
Finance

Cheryl EleyCheryl Eley Greater Atlanta Area
HSBC Years 2003 - 2006
Job AVP Southeast Regional Human Resources Manager Talent Specialist
Industry Financial Services
Experience
Chubb   September 2009 - Present
Bank of America   2006 - September 2009
HSBC   2003 - 2006
Prudential Financial   2000 - 2002
E&Y   1998 - 1999
JPM Chase   1989 - 1997

Skills
Executive Coaching, Recruiting, Talent Management, HR Consulting, Career Development, Performance Management, Conflict Resolution, Succession Planning, College Recruiting, Employee Benefits, Workforce Planning, Deferred Compensation, Onboarding, Human Resources, Employee Engagement, Management, Organizational..., Leadership, Leadership Development, Change Management, Talent Acquisition, Coaching, Employee Relations

Education
Concordia College
BS

University of Michigan

Jason EckerlingJason Eckerling Greater Chicago Area
HSBC Years July 2009 - October 2009
Job Group Director at OMD
Industry Marketing and Advertising
Experience
OMD USA   December 2014 - Present
MEC   April 2014 - December 2014
Mediaedge:cia   December 2009 - April 2014
HSBC   July 2009 - October 2009
Initiative   October 2007 - November 2008
Universal McCann   June 2006 - June 2007
Mediacom   November 2001 - April 2006
Kelly, Scott, & Madison   2000 - 2001

Skills
Advertising, Digital Strategy, Digital Marketing, Media Planning, Online Advertising, Interactive Marketing, OOH, Global Strategy, Integrated Marketing, Digital Media, Media Buying, Marketing Communications

Education
University of Michigan

Dan NovarDan Novar Greater Chicago Area
HSBC Years 1997 - 2007
Job SunTrust Mortgage Correspondent Account Executive
Industry Financial Services
Experience
SunTrust Mortgage   April 2014 - Present
The Federal Savings Bank   September 2012 - April 2014
NewDay Financial   April 2009 - November 2011
CrossCheck Compliance   January 2008 - April 2009
HSBC   1997 - 2007
HSBC Mortgage Services   1997 - 2007

Skills
Mortgage Lending, Mortgage Banking, Acquisitions, Loans, Loan Origination, Credit, FHA, Refinance, Residential Mortgages, Underwriting, Banking, Sales Management, Loss Mitigation, Risk Management, Portfolio Management, Mortgage Underwriting, Consumer Lending, USDA, Real Estate

Education
University of Michigan
Bachelor of Business Administration (B.B.A.)

University of Michigan
Bachelor of Business Administration (BBA)

Wenyu CuiWenyu Cui Greater Detroit Area
HSBC Years June 2010 - August 2010
Job Graduate Mechanical Engineer at University of Michigan
Industry Mechanical or Industrial Engineering
Experience
University of Michigan   September 2010 - Present
Deloitte   2011 - 2011
Deloitte   2011 - 2011
HSBC   June 2010 - August 2010
University of Michigan Wu Manufacturing Research Center   June 2009 - August 2009
BAOSTEEL GROUP CORPORATION   June 2008 - August 2008
GENERAL ELECTRIC SECURITY   June 2007 - September 2007

Education
University of Michigan   2010 — 2011
Master of Science Degree, Mechanical Engineering

University of Michigan   2006 — 2010
Bachelor of Science, Mechanical Engineering

Culver Academies

Tom HeidTom Heid Greater New York City Area
HSBC Years March 2006 - April 2007
Job Market Administrator at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon   May 2007 - Present
HSBC   March 2006 - April 2007

Education
University of Michigan   2001 — 2005

Chris HartemayerChris Hartemayer Greater Chicago Area
HSBC Years July 2005 - October 2008
Job Healthcare Finance Professional
Industry Hospital & Health Care
Experience
Accretive Health   January 2014 - Present
Accretive Health   October 2008 - January 2013
HSBC   July 2005 - October 2008

Skills
Finance, Healthcare, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Due Diligence, Business Process..., Management Consulting, Analytics, Financial Reporting, Project Management, Equities, Leadership, Analysis, Management, Strategic Planning

Education
University of Michigan

University of Michigan - Stephen M. Ross School of Business
BBA, Finance, Marketing

Jimmy Kao, CFAJimmy Kao, CFA Washington, District Of Columbia
HSBC Years September 2009 - August 2011
Job Group Lead Financial Markets Group
Industry Banking
Experience
Office of the Comptroller of the Currency   September 2011 - Present
HSBC   September 2009 - August 2011
HSBC   June 2006 - September 2009
Athena Asset Management   February 2005 - May 2006
Lehman Brothers   2003 - 2005
Bank of America   1999 - 2001
Deutsche Bank   1996 - 1999
JP Morgan   1994 - 1996

Skills
Fixed Income, Credit Derivatives, Financial Markets, Valuation, Product Control, FX Derivatives, Derivatives, Capital Markets, Equities, Investment Banking, Bloomberg, Hedge Funds, Market Risk, Financial Risk, Middle Office, Interest Rate..., FX Options

Education
New York University - Leonard N. Stern School of Business   1991 — 1994
BS, Finance and Accounting

University of Michigan   1990 — 1991

Scott WernerScott Werner Greater New York City Area
HSBC Years February 2014 - Present
Job US Head of Financial Crimes Compliance Operations
Industry Banking
Experience
HSBC   February 2014 - Present
HSBC   October 2012 - February 2014
Protiviti   April 2011 - September 2012
Deutsche Bank   March 2007 - April 2011

Skills
AML, OFAC, KYC, Due Diligence, Risk Management, Project Management, Capital Markets, Operational Risk, Bank Secrecy Act, Banking, Commercial Banking, Enterprise Risk..., Financial Analysis, Financial Regulation, Financial Risk, Fraud, Operational Risk..., Securities

Education
University of Michigan   1997 — 2001
Liberal Arts, Business, Philosophy, Urban Planning

Aelson WangAelson Wang Greater Detroit Area
HSBC Years February 2013 - April 2013
Job
Industry Banking
Experience
HSBC   February 2013 - April 2013
Continental AG   July 2012 - September 2012
RedChip   April 2012 - June 2012
Continental AG   March 2011 - August 2011

Skills
Microsoft Excel, SAP, VBA, Oracle Discoverer, Access, Stata

Education
University of Michigan   2009 — 2013
Bachelor of Science (B.S.), Mathematics and Economics

Rob PalianiRob Paliani Greater Chicago Area
HSBC Years 2000 - 2008
Job Financial Risk Manager
Industry Financial Services
Experience
HSBC Finance Corporation   April 2008 - Present
HSBC   2000 - 2008
Bank of America   August 1996 - June 2000
Citizens Bank - Flint   1988 - 1996

Skills
Credit Risk, Credit Analysis, Credit Cards, Residential Mortgages, Mortgage Modification, Financial Modeling, Activity Based Costing, Market Research, Database Marketing, Financial Risk...

Education
University of Michigan   1990 — 2006
MBA, Business

University of Michigan - Stephen M. Ross School of Business   1990 — 1996
Master of Business Administration (MBA), Finance, Marketing

Michael WojcikMichael Wojcik Greater Chicago Area
HSBC Years October 2004 - May 2009
Job SVP Business Intelligence for Fay Servicing
Industry Financial Services
Experience
Fay Servicing, LLC   August 2013 - Present
Fay Servicing, LLC   July 2009 - August 2013
HSBC   October 2004 - May 2009
HSBC   March 2001 - September 2004
HSBC   August 1999 - February 2001

Skills
Direct Marketing, Product Management, Cross-functional Team..., E-commerce, Web Strategy, Marketing Strategy, Online Marketing, Business Development, Strategy, Analytics, Financial Services, CRM, Segmentation, Marketing, Business Strategy, Project Management, Multi-channel Marketing, Product Development, Lead Generation, Leadership, Customer Acquisition, Sales

Education
University of Michigan   1993 — 1997
B.A., Economics, French

Matthew WankMatthew Wank Greater New York City Area
HSBC Years 2004 - Present
Job Senior Vice President at HSBC Bank USA, N.A.
Industry Financial Services
Experience
HSBC Bank USA, N.A.   August 2004 - Present
HSBC Securities   2004 - Present
HSBC   2004 - Present
HSBC Securities (USA) Inc   2004 - 2010

Skills
Options, Derivatives, Capital Markets, Rates, Interest Rate..., FX Options, Equities, Fixed Income, Hedge Funds, Bloomberg, Structured Products, Bonds, Credit Derivatives, Electronic Trading, Equity Derivatives, Financial Markets, Swaps, Trading, Trading Systems

Education
University of Michigan   1988 — 1992
BS, Mathematics

Jennifer WhangJennifer Whang Greater New York City Area
HSBC Years May 2006 - Present
Job HR Generalist, Global Markets, HSBC Securities
Industry Human Resources
Experience
HSBC   May 2006 - Present

Education
University of Michigan   1998 — 2002
Bachelor of Arts (BA), Economics and Organizational Studies

Graham BlundellGraham Blundell Greater New York City Area
HSBC Years March 2005 - December 2012
Job President, Black Raven Properties
Industry Real Estate
Experience
Black Raven Properties   January 2013 - Present
HSBC   March 2005 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Strategic Planning, Analysis, Data Analysis

Education
New York University, Stern School of Business   2000 — 2003
Master of Business Administration (MBA)

University of Michigan   1992 — 1996
Bachelor of Arts (B.A.), Psychology

Rich FranciscoRich Francisco Greater Chicago Area
HSBC Years April 2005 - April 2007
Job Vice President, Mortgage Business Development at TransUnion
Industry Financial Services
Experience
TransUnion   August 2014 - Present
TransUnion   2010 - 2014
TransUnion   April 2009 - December 2010
HSBC Auto Finance   April 2007 - March 2009
HSBC   April 2005 - April 2007
American Airlines   November 2002 - February 2005
American Airlines   2000 - 2002
American Airlines   1995 - 1999
Ralston Purina   1994 - 1994
Price Waterhouse   1990 - 1993

Education
Washington University in St. Louis - Olin Business School   1993 — 1995
MBA

University of Michigan   1986 — 1990
BA

St. Louis Priory   1983 — 1986

barry hurwitzbarry hurwitz Greater New York City Area
HSBC Years September 1999 - March 2003
Job Portfolio Manager/Trader
Industry Financial Services
Experience
Private Investment Vehicle   May 2014 - Present
York Group   June 2003 - April 2014
HSBC   September 1999 - March 2003
UBS   January 1998 - September 1999
Salomon Brothers   July 1992 - December 1997
Kleinwort Benson   February 1987 - July 1992
Prudential Bache Securities   December 1985 - February 1987

Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives

Education
University of Michigan - Stephen M. Ross School of Business   1983 — 1985
MBA, Finance

Helen BasileHelen Basile Greater New York City Area
HSBC Years January 2005 - October 2005
Job Customerfocused, resultsoriented global financial professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney   May 2008 - March 2010
Basile Consulting   2006 - 2008
Lee Heng Jewelry Company   2005 - 2006
HSBC   January 2005 - October 2005
HSBC   2004 - 2005
HSBC   1999 - 2004

Skills
Portfolio Management, Banking, Wealth Management, Marketing Strategy, Finance, Credit, Investments, Marketing, Business Planning, Analysis

Education
University of Michigan - Stephen M. Ross School of Business