HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
Employee
Years
Job
Industry
Kathy Shu Cong Kathy Shu Cong's HSBC Experience 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
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 McMichael David McMichael's HSBC Experience 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
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 Fitzgerald Gregory Fitzgerald's HSBC Experience 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
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 Ren Alain Yongqi Ren's HSBC Experience 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
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, MBA's HSBC Experience 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
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 Banker Lynn Schade, Senior Banker's HSBC Experience 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
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 Yuen Cheuk Man Kelvin Yuen's HSBC Experience 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
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 Nesbitt Stephen Nesbitt's HSBC Experience 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
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-Gwei Leah Mwangi-Gwei's HSBC Experience 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
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) YANG's HSBC Experience 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
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 Chiwara Albert Chiwara's HSBC Experience 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
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 Joseph's HSBC Experience 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
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 Whitehouse Jeffrey Whitehouse's HSBC Experience 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
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 Behrens Kristen Behrens's HSBC Experience 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
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 McEnroe William McEnroe's HSBC Experience 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
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 Somers Ashley Somers's HSBC Experience 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
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 Hu's HSBC Experience 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
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 Boisselle Michelle Boisselle's HSBC Experience 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
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) Wang Songtao (Spencer) Wang's HSBC Experience 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
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 Neuman Edie Neuman's HSBC Experience 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
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 Raimundi Doris Raimundi's HSBC Experience 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
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. Diehl's HSBC Experience 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
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 Furman Erika Furman's HSBC Experience 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
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 Rudy Genevieve Marino Rudy's HSBC Experience 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
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 Cheng Frank Cheng's HSBC Experience 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
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 Jankowski Amy Jankowski's HSBC Experience 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
Foundation Financial Group May 2009 - Present
HSBC December 2002 - March 2009
Education
University of Maryland College Park
Business
Helen Baxter-Southworth's HSBC Experience 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
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 Eliades's HSBC Experience 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
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 Chan's HSBC Experience 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
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 Roose's HSBC Experience 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
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 McHugh Jeanine McHugh's HSBC Experience 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
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 Powell Bryan Powell's HSBC Experience 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
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 Akey Michael Akey's HSBC Experience 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
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 Bell Jo Bell's HSBC Experience 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
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 Thayer Doug Thayer's HSBC Experience 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
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 Payan's HSBC Experience 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
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 DiIorio Marisa DiIorio's HSBC Experience 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
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 Campbell Andre Campbell's HSBC Experience 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
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 Nie Liyan Nie's HSBC Experience 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
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 Woolf Jim Woolf's HSBC Experience 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
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 Bilodeau Pamela Bilodeau's HSBC Experience 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
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, PMP Cynthia Kahn, PMP's HSBC Experience 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
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 Wolek Michael Wolek's HSBC Experience 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
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 Snell Sean Snell's HSBC Experience 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
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 Shyn Steve Shyn's HSBC Experience 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
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 Associate Jessica Heinz, ASLA, LEED Green Associate's HSBC Experience 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
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 Miranda's HSBC Experience 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
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-Gomez Tonja Ewing-Gomez's HSBC Experience 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
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 Birla Ian Birla's HSBC Experience 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
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 Pitarra's HSBC Experience 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
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 Reichman Hadas Reichman's HSBC Experience 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
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 Wood Kenneth Wood's HSBC Experience 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
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) Xu's HSBC Experience 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)
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)
Brian Horgan's HSBC Experience 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
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
Michael Wojcik's HSBC Experience 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
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
Rob Paliani's HSBC Experience 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
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
Jennifer Whang's HSBC Experience 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
HSBC May 2006 - Present
Education
University of Michigan 1998 — 2002
Bachelor of Arts (BA), Economics and Organizational Studies
Jason Eckerling's HSBC Experience 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
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
Mei-fong Long's HSBC Experience 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
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
Jenna Milano Linn's HSBC Experience January 2008 - Present
Job Recruiting Specialist
Industry Human Resources
Experience
HSBC January 2008 - Present
Education
University of Massachusetts, Amherst
HSBC January 2008 - Present
Education
University of Massachusetts, Amherst
Beth Burzin's HSBC Experience 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;
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;
Kesia Sondrini's HSBC Experience 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
Wachovia, A Wells Fargo Company November 2008 - Present
HSBC February 1996 - 2008
Education
University of Massachusetts Dartmouth 1993 — 1997
Vanessa Lin's HSBC Experience 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
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
Jeffrey Hsiah's HSBC Experience 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
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
Luis F. Rojas's HSBC Experience 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
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
Rich Francisco's HSBC Experience 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
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
Richard Hooshiari's HSBC Experience 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
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
Jim Bageris's HSBC Experience 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
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
Jimmy Kao, CFA's HSBC Experience 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
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
Dan Novar's HSBC Experience 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)
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)
Russ Cox's HSBC Experience 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
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
Grant Miles's HSBC Experience 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
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
Daniel Siefert's HSBC Experience 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
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
barry hurwitz's HSBC Experience 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
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
Ian Parra's HSBC Experience 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
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
Chris Hartemayer's HSBC Experience 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
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
Kathleen Li's HSBC Experience 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
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
Scott Werner's HSBC Experience 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
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
Robert Silva's HSBC Experience 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
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
Matthew Wank's HSBC Experience 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
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
Autumn Dhanote's HSBC Experience 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
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
Florence Celeste's HSBC Experience 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
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
Helen Basile's HSBC Experience 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
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
Cheryl Eley's HSBC Experience 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
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
Daniel Siefert's HSBC Experience 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
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
Ketty Wilson, MBA's HSBC Experience 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
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
Robbie Johnston's HSBC Experience 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
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
Samantha He's HSBC Experience 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
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
Andy DePhillips's HSBC Experience 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
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
Will Mello's HSBC Experience 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
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
Walt Sierotko's HSBC Experience 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
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
Connor Ferguson's HSBC Experience 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
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
Sian Xu's HSBC Experience 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
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
Stoney Morris's HSBC Experience 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
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
Eric Korins's HSBC Experience 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
HSBC 2012 - Present
Wells Fargo 2004 - 2012
Mellon Financial Corp 1996 - 2004
Education
University of Massachusetts, Amherst 1990 — 1994
BS - Mgmt, Minor History
Neil Y Yang's HSBC Experience 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
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
Sudhir Bhargava's HSBC Experience 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
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
Sen Jia's HSBC Experience 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
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
Christina Meitzner's HSBC Experience 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
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 Nieto's HSBC Experience 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
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
Naoko Shaw's HSBC Experience 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
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
Alex Zhu's HSBC Experience 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
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
Florence Tong-Mackay's HSBC Experience 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
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
Wenyu Cui's HSBC Experience 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
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
Thomas Worthington's HSBC Experience 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
Newedge March 2011 - Present
HSBC August 2006 - February 2011
Education
University of Michigan 2002 — 2006
Finance
Janel Nault's HSBC Experience 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
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
Marcio Valadao's HSBC Experience 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
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
Aelson Wang's HSBC Experience 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
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
S. Berger's HSBC Experience 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
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
Graham Blundell's HSBC Experience 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
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
Argenis Andy Graisen's HSBC Experience 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
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 Novar's HSBC Experience 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
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
Scott Crue's HSBC Experience 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
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
Marlene Geske's HSBC Experience 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
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 Tarpey's HSBC Experience 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
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
Tom Heid's HSBC Experience 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
Tullett Prebon May 2007 - Present
HSBC March 2006 - April 2007
Education
University of Michigan 2001 — 2005
Linda Bartos's HSBC Experience 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
HSBC June 2000 - Present
Education
University of Maryland College Park
Bachelor of Science (B.S.), Biochemistry
Chester Sawyer's HSBC Experience 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.)
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.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.