HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
HSBC Salaries. You can even request information on how much does HSBC pay if you want to. Learn about salaries, pros and cons of working for HSBC directly from the past employees.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
Egencia April 2011 - Present
Medco August 2009 - December 2010
HSBC March 1997 - May 2009
Skills
Customer Service, Project Management, Call Center, Management, Recruiting, Operational Risk..., Analysis, Six Sigma, Operational Excellence, Business Process, Process Improvement, Strategy, Employee Engagement, Change Management, Microsoft Office, Leadership
Education
University of Nevada-Las Vegas 1997 — 2011
Business Management
Dell September 2014 - Present
TalentWise April 2014 - September 2014
Quantum 2011 - April 2014
HSBC 2009 - 2010
HSBC 2005 - 2009
Skills
Sales Management, Cold Calling, Salesforce.com, Customer Relations, Cross Selling, Customer Satisfaction, Forecasting, Customer Experience, Team Building, Customer Service, Customer Focus, Consultative Selling, Negotiation, Sales Process, Team Management, Coaching, Strategic Planning, Solution Selling, Direct Sales, Selling, Problem Solving, Sales Presentations, Value Based Selling, Mortgage Lending, Management, Leadership, Recruiting, Storage, Relationship Management, Demand Generation, Sales Enablement, Building Relationships, Team Leadership, Cloud Computing, Account Management, Sales Operations, Lead Generation, Inside Sales, Channel Partners, Sales
Education
University of Nevada-Reno
Business
Wells Fargo October 2012 - Present
Wells Fargo October 2011 - September 2012
Citigroup May 2007 - September 2011
Citigroup April 2003 - April 2007
HSBC July 2000 - December 2002
HSBC November 1998 - June 2000
Skills
Mortgage Underwriting, Mortgage Banking, Loans, Credit, Underwriting, Banking, Credit Analysis, Loan Origination, Credit Risk, Refinance, Risk Management, Financial Analysis
Education
University of Nevada-Las Vegas 1986 — 1991
Bachelor of Business Administration (BBA)
University of Phoenix 1996 — 1997
Master of Business Administration (MBA)
Lincoln Financial Advisors July 2003 - Present
Today's Staffing 2002 - 2003
HSBC January 1998 - November 2000
Skills
Securities, Investments, Series 7, Retirement Planning, Financial Planners, Business Bookkeeping, Investment Proposals, Series 6, Investment Management, Superior Client Service, Office Management, Microsoft Office 2010
Education
University of North Florida - College of Business Administration 2002 — 2005
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
HSBC March 2014 - Present
Ameriprise Financial, Inc. April 2005 - September 2013
American Express Company September 1996 - March 2005
Thomson Industries Incorporated September 1992 - September 1996
Coopers & Lybrand January 1989 - August 1990
Wang Laboratories January 1987 - December 1988
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Product Management, Product Development, Forecasting, Competitive Analysis, Strategy Development, Pricing, Banking, Negotiation, P&L Management, Financial Management, Budgeting, Valuation, Managerial Finance, Contract Negotiation, Budgets, Strategy, Process Improvement, Leadership, Financial Reporting, Financial Services, Loans, Risk Management, Strategic Partnerships, CRM, Business Planning, Portfolio Management, Mergers & Acquisitions, Analytics, Strategic Financial..., Investments, Management, Program Management, Analysis, Executive Management, Relationship Management, Credit, Equities, Product Marketing, Finance, Market Analysis, Securities, Segmentation, Marketing, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Economics
Commack H.S. North 1979 — 1982
Red Ventures July 2015 - Present
Brookstone August 2013 - June 2015
Fifth Third Bank January 2011 - October 2012
Bank of America April 2009 - January 2011
HSBC December 1999 - December 2008
Skills
Excels in team..., Strong Interpersonal..., Excellent communication..., Active listening skills, Complex problem solver, Expert in training, Skilled facilitator, Financial product sales, Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Sales Management, Small Business Lending, Consumer Lending, Credit Risk, Quality Control, Regulatory Requirements, Finance, Financial Services
Education
University of North Carolina at Charlotte 1991 — 1994
Master of Arts (M.A.), Counseling Psychology, 3.6 GPA
University of North Carolina at Charlotte 1985 — 1989
Bachelor's degree, Psychology
Apache Inc. January 2015 - Present
MozzDesigns.com January 2000 - Present
Molloy Therapies June 2013 - Present
The Wright Touch Bakeshoppe & Catering November 2011 - Present
Apache Inc. August 2014 - January 2015
IWLC 2012 - 2015
Expense Reduction Analysts April 2012 - June 2013
Spanda Inc./ Dr. Fitzgerald & Associates February 2006 - January 2012
HSBC August 2000 - November 2003
University of Northern Iowa December 1996 - May 2000
Skills
Marketing, Fundraising, Graphic Design, Non-profits, Budgeting, Event Management, Volunteer Management, Brochures, Direct Mail, Advertising, Direct Marketing, Promotions, Event Planning, Social Media Marketing, Social Media, Marketing Communications, Public Relations, Media Relations, Marketing Strategy, Web Design, Public Speaking, Customer Relations, Microsoft Office, Email Marketing, Newsletters, InDesign, Social Networking, Photoshop, Brand Development, Strategic Planning, Integrated Marketing, Facebook, Customer Service, Press Releases, PowerPoint, Word, Excel, Digital Marketing, Microsoft Word, Budgets, Business Development, Nonprofits, New Business Development, Sales, Microsoft Excel, Team Building, Sales Management, Blogging, Entrepreneurship, Leadership
Education
University of Northern Iowa
BA
Mayo Clinic June 2014 - Present
UnitedHealth Group November 2013 - April 2014
UnitedHealth Group October 2011 - October 2013
UnitedHealth Group February 2008 - September 2011
HSBC May 2006 - January 2008
SOLECTRON TECHNOLOGY, INC January 2004 - April 2006
Skills
Visio, XML, JavaScript, Visual Basic, SAS, PL/SQL, Microsoft SQL Server, Access, Leadership, Business Objects
Education
University of North Carolina at Charlotte
Bachelor's Degree, Computer Science
SAS Institute 2006 — 2006
Deloitte Consulting August 2015 - Present
Deloitte Consulting August 2013 - August 2015
Deloitte Consulting August 2011 - August 2013
Enova Financial June 2010 - August 2010
HSBC May 2009 - August 2009
Congressional Management Foundation January 2009 - May 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, SharePoint, SQL, C++, Lotus Notes, Mandarin, Shanghainese, Actuarial, Mathematics, Employee Benefits, R, Chinese, Actuarial Science, Microsoft Excel, Financial Modeling, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor in Business Administration
Summit Bank and Trust August 2013 - Present
Wells Fargo Home Mortgage October 2010 - August 2013
STONE RIVER LENDING May 2009 - September 2010
HSBC November 1999 - March 2010
Enterprise Rent-A-Car 1996 - 1998
Skills
Sales, Recruiting, Payroll, Talent Management, Management, Talent Acquisition, Auditing, Quality Assurance, Performance Tuning, Peers, Standards Compliance, Pipelines, Mortgage Lending, FHA, Loan Origination, Coaching, First Time Home Buyers, Consumer Lending, Loans, Leadership, Customer Retention, Performance Management, Credit, Residential Mortgages, Customer Service, Investment Properties, Banking, Referrals, Marketing, Credit Analysis, Underwriting, Relationship Management, Real Estate, Small Business Lending, Mortgage Marketing
Education
University of Northern Colorado 1991 — 1996
BA, Speech Communications/Human Communications
Indelable November 2014 - Present
Hess Corporation October 2011 - February 2014
HSBC October 2010 - October 2011
HSBC November 2009 - April 2010
The Rocket Science Group October 2008 - November 2009
BP January 2005 - July 2008
BP January 2004 - December 2004
BP March 2003 - December 2003
BP March 2002 - February 2003
BP January 2001 - February 2002
Skills
Corporate Communications, Strategic Communications, Internal Communications, Leadership, Strategy, Change Management, Strategic Planning, Integrated Marketing, Employee Engagement, Marketing, Stakeholder Management, Management, Organizational Design, Stakeholder Engagement, Business Strategy, Program Management, Risk Management, Business Transformation, Press Releases, Creative Direction, Crisis Communications, Corporate Social...
Education
University of Nottingham 1993 — 1997
Law with European Law, Law
University of Valencia 1995 — 1996
Law with European Law, Law
St John's Leatherhead 1991 — 1993
Plato's Closet June 2008 - August 2013
Abercrombie & Fitch May 2006 - August 2008
HSBC October 2007 - June 2008
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration, Marketing, Economics
HSBC July 2012 - Present
Bank of America Merrill Lynch March 2003 - May 2012
LaSalle Bank March 2003 - October 2007
US Bank November 2000 - March 2003
UMB Bank May 1995 - November 2000
Skills
Commercial Banking, Middle Market, Asset Based Lending, Banking, Corporate Finance, Credit, Credit Risk, Financial Modeling, Investment Banking, Treasury Management, Commercial Lending, Credit Analysis, Finance, Financial Analysis, Portfolio Management
Education
University of Nebraska-Lincoln 1990 — 1995
Bachelor of Science (BS), Finance, General
Marsh & McLennan Companies - Guy Carpenter June 2013 - Present
ATD NY June 2011 - Present
DTCC March 2004 - November 2012
HSBC 1998 - 2002
Johnson & Johnson 1995 - 1996
Unilever 1993 - 1995
National Westminster Bank 1988 - 1991
Skills
Learning Management, Blended Learning, Distance Learning, Leadership Development, Talent Management, Instructional Design, Instructor-led Training, Curriculum Design, Curriculum Development, MBTI Certified, Public Speaking, Event Planning, Event Management, Project Management, Program Management, Program Development, Program Evaluation, Program Facilitation, Focus Groups, Survey Design, Leadership, Problem Solving, Photography, MBTI, Cross-functional Team..., Training, Organizational..., Performance Management, E-Learning, Risk Management, Executive Coaching, Organizational..., Coaching, Management, Staff Development, Team Building, PMP, Talent Acquisition, Consulting, Performance Improvement, Career Development, Succession Planning, Employee Training, Needs Analysis, CRM, Career Counseling
Education
University of Notre Dame
B.A., English
University of Pennsylvania - The Wharton School
M.B.A., Marketing
Citi October 2012 - Present
Citi March 2012 - Present
Connect Realty - Team USA August 2011 - Present
Citi 2005 - 2011
HSBC February 2001 - November 2005
Skills
Negotiation, Decision Making, Training & Development, Team Leadership, Marketing Communications, Social Media, Inside Sales, Mortgage Industry, Critical Thinking, Sales, Mortgage Lending, Selling
Education
University of Phoenix 2004 — 2013
Not Yet Completed, Bachelors of Science Information Technology
UNLV 2002 — 2003
General Studies, Undeclared
Nationstar Mortgage January 2013 - Present
Bank of America April 2009 - January 2013
HSBC July 2006 - March 2009
United Auto Credit Corporation January 2005 - August 2006
Skills
Bilingual, Highly detail oriented, Multi Tasking, Customer Service, Spanish, Phone Skills, Call Center, Auto, Mortgage Lending, Underwriting, Typing, Oral & Written..., Economics, Marketing, Always On Time, Loans, Training, Time Management, Home Equity Loans, Loan Origination, Mortgage Banking, Mortgage Underwriting, Residential Mortgages, Refinance, Credit, Mortgage Servicing, Credit Analysis, Loan Servicing, Home Equity Lines of..., Loan Modifications
Education
University of Phoenix 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Texas 1999 — 2005
Bachelor of Science (B.S.), Economics
SunTrust Bank December 2012 - Present
HSBC November 2005 - March 2008
ABN AMRO Bank N.V. October 2004 - November 2005
Skills
International Business, Branch Banking, Retail Banking, Executive Management, Credit Analysis, English, Brazilian Portuguese, Spanish, Customer Service, Teller Operations, Management, MBA, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Anti Money Laundering
Education
University of Northern Virginia 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Faculdades Integradas IPEP 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
TIAA-CREF March 2014 - Present
RBS Citizens Financial Group July 2013 - March 2014
HSBC October 2012 - July 2013
Bank of America August 2010 - March 2012
PNC Financial Services Group September 2009 - July 2010
CTG, Inc May 2007 - September 2009
Wachovia Corporation October 2003 - May 2007
Homelinx May 2002 - May 2003
Premier Alliance Group October 2001 - May 2002
CTG Inc February 2001 - October 2001
Skills
Recruiting, Sourcing, Talent Management, Human Resources, Management, Cold Calling, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Technical Recruiting, College Recruiting, Onboarding, PeopleSoft, Taleo, Hiring
Education
University of North Carolina at Charlotte 1992 — 1996
MassMutual Financial Group March 2008 - Present
HSBC September 2006 - February 2008
Skills
Disability Insurance, Fixed Annuities
Education
University of New Hampshire 2002 — 2006
Bachelor's, Business Administration; Marketing
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
JPMorgan Chase August 2013 - Present
University of Nebraska–Lincoln January 2012 - July 2012
ShineWing(Beijing) CPA Limited June 2012 - June 2012
HSBC June 2010 - August 2010
China Construction Bank (Asia) Corporation Ltd. June 2009 - August 2009
Shaanxi History Museum November 2007 - December 2008
Skills
Auditing, Accounting, Leadership, Financial Reporting, Financial Statements, Financial Accounting, Microsoft Excel, Microsoft Word, KYC, Due Diligence, Microsoft Outlook, business banking, Anti-fraud, Anti Money Laundering
Education
University of Nebraska-Lincoln 2012 — 2013
Master of Professional Accountancy, Accounting, 3.82
University of Nebraska-Lincoln 2009 — 2011
Bachelor of Science in Business Administration, Accounting, Accounting, 3.88
HSBC Commercial Banking March 2013 - Present
HSBC July 2007 - March 2013
Skills
Banking, Credit, Credit Risk, Trading, Portfolio Management, Loans, Financial Analysis, Supply Chain, International Trade, Commercial Banking, Credit Analysis, Cash Management, Financial Risk, Due Diligence, Trade Finance, Derivatives, Fixed Income
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration
HSBC November 2010 - November 2012
CIBC Wealth Management February 2007 - August 2010
CIBC Private Banking February 2006 - February 2007
Education
University of New Brunswick
BA, Honours
LenderLive August 2015 - Present
Discover Financial Services August 2012 - Present
HSBC March 2010 - August 2012
HSBC December 2007 - April 2010
HSBC Mortgage Services September 2005 - December 2007
CUNA Mutual Mortgage Corporation January 2004 - September 2005
Union Planters Bank February 2003 - December 2003
Merrill Lynch Credit Corporation 1992 - 2000
PricewaterhouseCoopers 1989 - 1992
Skills
Banking, Financial Modeling, Valuation, Financial Services, Securitization, Mortgage Banking, Financial Analysis, Mortgage Lending, Accounting, Analysis, Auditing, Budgets, CPA, Credit Risk, Derivatives, Finance, Financial Risk, Forecasting, Hedging, Internal Audit, Investment Banking, Loans, Portfolio Management, Strategic Financial..., Strategic Planning, Structured Finance
Education
University of North Florida - College of Business Administration 1986 — 1988
Bachelor of Business Administration (BBA), Accounting
Red Ventures February 2011 - Present
ZipRealty August 2010 - January 2011
Reveal Global Intelligence August 2007 - March 2010
HSBC 2005 - 2007
Decision One Mortgage 2004 - 2005
CitiFinancial 2001 - 2003
CitiFinancial 2000 - 2001
CitiFinancial May 1999 - 2000
Skills
Recruiting, Talent Acquisition, Training, Data Analysis, Management, Technical Recruiting, Analytics, Human Resources, Performance Management, Business Development, Project Management, Sales, Competitive Analysis, Market Research, CRM, Customer Retention, Strategy, Analysis, Finance, Leadership, Microsoft Excel, Talent Management, Customer Service, Interviews, Sourcing, Negotiation, Vendor Management, Temporary Placement, Social Networking, Onboarding, College Recruiting, Applicant Tracking..., Internet Recruiting
Education
University of North Texas
BA, Psychology
HSBC March 2014 - Present
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Statistics, Management, Microsoft Word, Research, Public Speaking, Teaching, Higher Education, Financial Planning, Securities Market, Wealth Management...
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics, minor in Philosophy, Politics and Economics
Guangdong Nanhai Shimen High School 2005 — 2008
High school diploma, High School/Secondary Diplomas and Certificates
S & W Ready Mix - division of Titan America February 2015 - Present
First Citizens Bank January 2014 - February 2015
First Flight Federal Credit Union January 2010 - December 2013
HSBC February 1997 - April 2009
Skills
Credit, Mortgage Banking, Credit Analysis, Loan Origination, Banking, Retail Banking, Underwriting, Consumer Lending, Mortgage Lending, Loans, Sales, Finance, Relationship Management, Cross Selling, Refinance, Credit Risk, Home Equity Loans, Lines Of Credit, Branch Management, Branch Banking, Home Equity Lines of..., Coaching, Mortgage Underwriting, Financial Services, Sales Management, Residential Mortgages, Selling, Risk Management, Cash Management, Mortgage Servicing, Banking Relationships, Financial Risk, Financial Institutions, Commercial Lending, Small Business Lending, Leadership, Customer Service, Commercial Banking, Portfolio Management, Credit Cards, Loss Mitigation, FHA, Strategy, Training, Loan Servicing, Private Banking, Deposits, Internet Banking, Credit Scoring, Financial Transactions
Education
University of North Carolina at Wilmington 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Arthur J. Gallagher & Co. July 2011 - Present
Unum July 2007 - June 2011
HSBC June 2006 - June 2007
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Sales, Health Savings Accounts, Life Insurance, Term Life Insurance, Strategic Planning, Public Speaking, Benefits Administration, Long-term Care, Account Management, Claim, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business Administration
Parkwood High School 1998 — 2002
Centro Universitario EUSA - Sevilla, Spain
Minor - Spanish
WebMD October 2013 - Present
HSBC April 2013 - October 2013
Talent Access Partners, LLC 2012 - 2013
Penson Financial Services December 2007 - August 2012
Countrywide, FSL April 2007 - August 2007
Accuro Healthcare Solutions March 2005 - March 2007
match.com September 1999 - March 2005
Staffing Edge (now Acsys) 1997 - 1999
Paul Labute Inc 1996 - 1997
APV Ice Cream 1994 - 1996
Education
University of North Texas 1988 — 1993
Bachelor's, French - Minor- Human Resources/Organizational Behavior
HSBC May 2015 - Present
Allegis Global Solutions for HSBC August 2013 - May 2015
SJX Partners January 2013 - July 2013
Red Bull New York April 2012 - January 2013
UNC Athletic Communications August 2008 - May 2011
Christian Louboutin June 2010 - August 2010
Sony Pictures Entertainment June 2010 - August 2010
Philadelphia 76ers May 2007 - August 2007
Skills
Marketing, Sales, Sports, Fashion, Sponsorship, Customer Service, Microsoft Excel, Social Media, Facebook, Social Media Marketing, Event Planning, PowerPoint, Sports Marketing, Microsoft Office, Public Relations, Sports Management, CRM, Social Networking, Event Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration & Social and Economic Justice
Dex Media May 2013 - Present
FACE OF AFRICA USA August 2011 - Present
HSBC October 2008 - March 2010
Skills
Music, Event Management, Entertainment, Public Speaking, Event Planning, Strategic Planning, Facebook, Fashion Design, Acting, Dance, Singing, Radio Host, Personality, Social Media Marketing, Social Media, Television, Copywriting, Leadership, Fundraising, Creative Writing, Social Networking, Public Relations, Video Editing, Media Relations, Online Marketing, Entrepreneurship, Film, Editing
Education
University of North Texas 2003 — 2007
BA, RADIO, TV& FILM
Westamerica Bank 2010 - Present
HSBC 2002 - 2008
Skills
Loans, Commercial Banking, Credit, Banking, Credit Analysis, Small Business Lending, Commercial Lending, Loan Origination, Commercial Mortgages, Refinance, Construction Loans, Mortgage Lending, Residential Mortgages, Retail Banking, Consumer Lending, Finance, Portfolio Management, Leadership, Relationship Management, Real Estate, Lines Of Credit, Financial Services, Investment Properties, Underwriting, Business Development, Credit Risk, Financial Analysis
Education
University of Nevada-Reno
Accounting
Ally Financial Inc. December 2011 - Present
United Auto Credit Corporation March 2011 - November 2011
State Farm - Mark Nesselroad March 2009 - April 2011
National May 2008 - March 2009
HSBC Auto Finance November 2002 - May 2008
HSBC 2002 - 2007
Education
University of North Texas
Marketing
Citizens Bank February 2010 - Present
Avatar Business Coaching May 2009 - January 2010
HSBC 2003 - 2009
Household International 1998 - 2003
Beneficial Inc 1987 - 1998
Skills
Leadership, Mortgage Lending, Strategy, Loans, Consumer Lending, Banking, Commercial Lending, Sales Management, New Business Development, Refinance, Branch Management, Investments, Sales, Small Business Lending, Relationship Management, Credit, Executive Management, Mortgage Banking, Commercial Banking, Retail Banking, Loan Origination, Lines Of Credit, Cross Selling, Underwriting, Commercial Mortgages, Credit Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics w/ minor in Bus Admin
Bank of America June 2013 - Present
Bank of America June 2011 - May 2013
RoundPoint Financial Group August 2010 - June 2011
RoundPoint Financial Group April 2008 - August 2010
HSBC August 2005 - April 2008
Education
Wake Forest University School of Business 2008 — 2010
Finance
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor's Degree, B.A. Economics, B.A. Management & Society
HSBC April 2013 - Present
BB&T 2006 - 2013
Skills
Treasury Services, Credit, Bonds, Credit Analysis, Underwriting, Middle Market, Leveraged Finance, Syndications, Capital Markets, Banking, Commercial Banking, Credit Risk, Finance, Loans, Portfolio Management, Risk Management
Education
University of North Florida 2002 — 2006
Coggin College of Business BBA, Finance
The Blackstone Group January 2015 - Present
The Blackstone Group August 2013 - January 2015
HSBC Securities August 2011 - August 2013
HSBC August 2009 - August 2011
Education
University of Notre Dame 2005 — 2009
Finance & Economics
Capital One July 1992 - Present
HSBC 2005 - 2013
Capital One 1994 - 2013
HSBC Card Services 2008 - 2010
Skills
Credit Cards, Banking, Credit, Credit Risk, Relationship Management, Financial Services, Process Improvement, Analysis, Credit Analysis, Portfolio Management, Vendor Management, Risk Management, Strategy, Financial Risk, Retail Banking
Education
University of Nevada-Las Vegas - College of Business
Business Administration
Per Mar Security Services June 2013 - Present
Control-o-fax January 2010 - April 2013
HSBC May 2006 - July 2009
Topham's Tiny Tots Care Center 2001 - 2005
Skills
Microsoft Word, Customer Service, Account Management, Operations Management, New Business Development, Leadership, Direct Mail, Cold Calling, Microsoft Excel, Digital Printing, Direct Marketing, Sales
Education
University of Northern Iowa 1988 — 1993
Bachelor Of Arts, Public Relations & Communications
HSBC July 2012 - Present
University of Notre Dame December 2010 - May 2012
Healthcare Associates in Medicine PC June 2004 - July 2010
AGS Specialists July 2007 - August 2008
Skills
Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Financial Analysis, Financial Modeling, Research, Investments, Corporate Finance, Public Speaking, Spanish
Education
University of Notre Dame 2008 — 2012
BBA, Finance, 3.612
Regis High School 2004 — 2008
HS
Global Secured Investments May 2013 - Present
Level2Direct LLC February 2012 - Present
EBITA Group LLC. January 2009 - Present
Health Plan One February 2012 - February 2013
Connextions February 2011 - March 2012
HSBC May 1998 - March 2009
Skills
Sales Management, Call Center, Talent Acquisition, Profit & Loss Management, Multi-unit, Remote Management, Consultative Selling, Strategic Planning, Customer Satisfaction, Insurance, Customer Service, P&L Management, Contract Negotiations, Business Planning, New Business Development, Performance Management, Direct Sales, Team Building, Sales Operations, Team Leadership, Executive Management, Selling, Start-ups, Remote Infrastructure..., Sales, Account Management, Business Development, Call Centers, Training, Management, Lead Generation, Leadership, CRM, Process Improvement, Recruiting, Operations Management, Strategy, Human Resources, Coaching, Contract Negotiation, Customer Retention
Education
Corllins University 1995 — 1999
Bachelors, Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Workday May 2015 - Present
Oracle September 2011 - May 2015
American Mortgage and Equity Consultants 2008 - 2011
HSBC 2007 - 2008
Accredited Home Lenders 2006 - 2007
ResMAE Mortgage Corporation 2004 - 2006
HSBC 2001 - 2004
Skills
Sales Management, SaaS, Cold Calling, Solution Selling, New Business Development, Business Intelligence, Sales, Relationship Management, Account Management, Sales Process, Direct Sales, Banking, Business Development, Strategic Planning, Lead Generation, Enterprise Software, Selling, B2B, Team Leadership, Insurance, Strategic Partnerships, Team Building, Cross-functional Team..., Analytics, Contract Negotiation, Marketing Strategy, Key Account Management, Leadership, Consulting, Recruiting, Negotiation, Complex Sales, Competitive Analysis, Sales Presentations, Sales Operations, Building Relationships, Marketing, Software Industry, Customer Satisfaction, Strategy, Channel Partners, Business Analysis, Pre-sales, Cloud Computing, Professional Services, Product Management, Management, Team Management, Customer Service, Vendor Management
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science
HSBC September 2014 - Present
HSBC February 2013 - September 2014
HSBC August 2011 - February 2013
Skills
Microsoft Office, Customer Service, Customer Oriented, Cross Selling, Multilingual, Multi Tasking, Banking, Risk Management, Microsoft Excel
Education
University of Northern British Columbia 2004 — 2010
Bachelor Of Science, Major in Psychology, Minor In General Business
OGSystems September 2015 - Present
OGSystems April 2013 - September 2015
OGSystems May 2012 - April 2013
Boeing, Insitu Inc. June 2011 - May 2012
Boeing, Insitu Inc. August 2009 - May 2012
General Dynamics October 2008 - August 2009
General Dynamics February 2008 - October 2008
HSBC January 2005 - October 2006
US Navy December 2000 - November 2004
Skills
UAV, DoD, Security Clearance, Military, Troubleshooting, Aviation, Aircraft, Program Management, Aerospace, Avionics, Process Improvement, Command, Air Force, Flights, Military Operations, Testing, Operations Management, Systems Engineering, Team Leadership, Strategic Planning, Military Experience, Afghanistan, Top Secret, Leadership, Defense, Intelligence, C4ISR, PED, High Resolution Aerial..., Radar, Information Assurance, National Security, Government Contracting, Army, Helicopters, Navy, Electronic Warfare, Earned Value Management, Intelligence Analysis, Operational Planning, Defence, Tactics, Counterterrorism
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
HSBC June 2014 - December 2014
Tech Mahindra (formerly Mahindra Satyam) August 2011 - May 2014
Skills
JavaScript, Java, Spring Framework, Hibernate, Oracle SQL Developer, ColdFusion, C, C++, AJAX, J2EE Web Services, Microsoft Office, Python, WebSphere, Struts, Shell Scripting, Teradata, MySQL, Eclipse, NetBeans, RAD, RTC, PL/SQL, Putty, WinMerge, Toad, Notepad++, Fortify, HTML, HTML5, Swing, Agile Methodologies, Scrum, XML Databases, HQL, JDBC, Wicket, Leadership, Customer Service, Microsoft Excel, Microsoft Word
Education
University of North Carolina at Charlotte 2015 — 2016
Master's degree, Information Technology
St.Vincent Palloti College of Engineering and technology 2007 — 2011
Bachelor's degree, Computer Engineering, A
HSBC June 2015 - August 2015
Anchor Capital Advisors May 2015 - June 2015
Deloitte June 2014 - August 2014
Republic of Korea Army September 2012 - June 2014
Skills
Investment Banking, Financial Analysis, Accounting, Valuation, Financial Modeling, English, Korean, Soccer
Education
University of Notre Dame - Mendoza College of Business 2012 — 2017
Finance / Applied and Computational and Mathematics and Statistics, Bachelor of Business Administration (B.B.A.)(Sophomore)
Korean Minjok Leadership Academy 2009 — 2011
Cervus Equipment Corporation May 2012 - July 2012
HSBC March 2011 - September 2011
Skills
Microsoft Office, Budgets, Financial Reporting, Microsoft Excel, Financial Analysis, Business Planning, Accounting, Business Analysis, Financial Accounting, Project Management
Education
University of New Brunswick 2011 — 2012
Master of Business Administration (MBA), Innovation and Technology Management
SMG - Service Management Group August 2014 - August 2015
Cerner Corporation January 2014 - August 2014
The TJX Companies, Inc. May 2013 - August 2013
HSBC May 2011 - August 2012
Portland General Electric June 2008 - December 2009
Skills
Business Analysis, Software Analysis, Databases, Troubleshooting, Software Documentation, Leadership, Microsoft Office, Analysis, Quality Control, SDLC, ERD, Customer Service, Microsoft Excel, Spanish, PowerPoint, Time Management, SQL, Social Media, Public Speaking, Windows, Kronos Timekeeping, Lotus Notes, MS Project, Access, SPSS
Education
University of Nevada-Las Vegas 2012 — 2013
Master of Science (MS), Management Information Systems
University of Oregon 2006 — 2010
Bachelor of Arts, International Studies, Spanish, Geography, Business Administration, Political Science
Prudential Capital Group July 2014 - Present
Updata Partners June 2013 - August 2013
HSBC July 2010 - June 2012
HSBC June 2007 - June 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Leveraged Finance, Credit Analysis, Buyouts, Acquisition Financing, Financial Analysis, Venture Capital, Growth Equity, Private Equity, Capital Markets, High Yield Bonds, Bridge Financing, Capital Structure, Fixed Income, Leveraged Loans, Due Diligence, Emerging Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business Administration
HSBC June 2007 - January 2009
Skills
Customer Service, Process Improvement
Education
University of North Texas 2009 — 2018
Bachelor's degree, Electrical and Electronics Engineering
Bank of America August 2014 - Present
Bank of America May 2011 - July 2015
Bank of America June 2006 - May 2011
Ameritrust Mortgage May 2003 - June 2006
HSBC June 2001 - May 2003
Bank of America June 1996 - June 2001
Skills
Corporate Information..., Staffing & Management..., Quality & Productivity..., Marketing Strategy &..., •Regulatory &..., Strategic Business..., Customer Service &..., Initiative Ideas &..., Teambuilding &..., Incident Management, Strategic Planning, Leadership, Banking, Business Analysis, Business Process, Change Management, Enterprise Software, Information Technology, Management, Process Improvement, Risk Management, Strategy, Vendor Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Financial Management, Finance and Financial Management Services
University of North Carolina at Charlotte
Wells Fargo December 2013 - May 2015
McKee Investments, Inc. June 2010 - December 2013
Wachovia, A Wells Fargo Company April 2008 - June 2010
HSBC June 2006 - November 2007
HSBC October 2003 - June 2006
HSBC June 2002 - October 2003
Beneficial, Member HSBC Group May 1999 - March 2002
Skills
Sales Management, Business Development, Business Planning, Leadership, Strategic Planning, Credit, Mortgage Lending, Loans, Marketing Strategy, Management, Sales, Program Management, Recruiting, Contract Negotiation, Marketing, Relationship Management, Risk Management, Cross-functional Team..., Training, Operations Management, Change Management, Process Improvement, New Business Development, Finance, Executive Management, CRM, Banking
Education
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science, Business Administration, 3.96
Coleridge High School 1983 — 1986
Colfax Fluid Handling September 2014 - Present
Apex Martial Arts Academy February 2003 - Present
Mecklenburg Community Church June 2000 - Present
American Tire Distributors July 1999 - September 2014
HSBC April 1990 - July 1999
Skills
Martial Arts, Karate, Jiu-Jitsu, Brazilian Jiu-Jitsu, Executive Coaching, Collections, Collection Strategy, Risk Operations, Operations Management, Legal Research, Contract Abstraction, Business Communications, Technical Writing, Motivational Speaking, Credit Risk, Collection Development, Credit, Process Improvement, Risk Management, Management, Leadership, Software Documentation, Finance, Policy, Accounts Receivable, Program Management, Strategy, Executive Management, Mergers & Acquisitions, Customer Retention, Team Building, Banking, Employee Training, Coaching, Leadership Development, Budgets, Small Business, Marketing
Education
University of North Carolina at Charlotte 2014 — 2020
Industrial and Organizational Psychology
Hilbert College 1986 — 1988
Associates, Psychology & Criminal Justice
Allstate November 2014 - Present
Allstate December 2012 - November 2014
Allstate October 2011 - December 2012
Allstate March 2010 - October 2011
Allstate November 2008 - March 2010
HSBC April 2002 - April 2008
Skills
Insurance, Property & Casualty..., Life Insurance, Sales, Marketing, Customer Service, Strategic Planning, Account Management, Financial Services, Strategic Financial..., Sales Management, New Business Development, Marketing Strategy, Commercial Insurance, Process Improvement, Claim, General Insurance, Customer Retention
Education
University of North Texas 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
HSBC 2014 - Present
DLC, LLC October 2010 - December 2013
American Bar Association May 2009 - January 2010
American Bar Association July 2007 - May 2009
Global Hyatt August 2006 - July 2007
AptarGroup, Inc. March 2005 - August 2006
Control Solutions International March 2005 - September 2005
Skills
CPA, licensed in North..., Certified Project..., Certified Internal..., Certified Fraud..., Certified in Production..., Certified Six Sigma..., Certified Quality..., Certified Fraud Examiner, Six Sigma, CPA, Certified Project..., Licensing, Accounting, Management Consulting, Internal Audit, Finance, Budgets, Auditing, Cross-functional Team..., Management
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2015
Post Graduate Studies, Business Administration, Management and Operations
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MBA
Cellular Sales June 2014 - Present
Life, Health and Annuities January 2009 - March 2013
HSBC July 2000 - December 2008
Logan's Roadhouse April 1997 - June 2000
Chili's June 1992 - April 1997
Rio All-Suites Hotel and Casino January 1990 - May 1992
Skills
Sales Management, Advertising Sales, Customer Service, Advertising, PowerPoint, Microsoft Excel, Sports Marketing, Recruiting, Public Speaking, Research, Development of Sales, Credit Analysis, Mortgage Lending, Microsoft Office, Advertising Research, Microsoft Word, Outlook, Windows, Culinary Skills, Culinary Management, Food & Beverage, Home Equity Loans, Medicare, Health Insurance, Customer Satisfaction, Sales
Education
University of Nevada-Las Vegas 1989 — 1992
Hotel & Restaurant Management
Southpoint Financial Services June 2015 - Present
MiLEND, Inc March 2015 - June 2015
MiLEND, Inc October 2014 - March 2015
Southpoint Financial Services November 2013 - October 2014
New Penn Financial, LLC November 2012 - November 2013
American Equity Mortgage November 2009 - November 2012
American Equity Mortgage May 2009 - October 2009
HSBC January 2005 - May 2009
Enterprise Rent-A-Car April 2000 - September 2004
Skills
Hiring, Mortgage, Loans, FHA, VA, Sales Recruitment, Speaks Khmer, Mortgage Lending, Recruiting, Refinance, Investments, Loan Origination, Mortgage Banking, Referrals, Banking, Management, USDA, Customer Service, Cross Selling, Residential Mortgages, Finance, Leadership, Sales, Financial Services, Training, Sales Management, Credit, VA loans, Selling, Credit Analysis, Consumer Lending, Real Estate Economics, Underwriting, Certified Mortgage..., Mortgage Underwriting, Reverse Mortgages, FHA financing, Commercial Lending, Home Equity Loans, Construction Loans, Small Business Lending, Rates, Government Loans, Loss Mitigation, Real Estate Financing, Home Equity Lines of..., Commercial Mortgages, Mortgage Servicing, Debt Consolidation, Mortgage Marketing
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor's degree
JP Morgan Chase May 2010 - Present
HSBC Auto December 2008 - July 2009
HSBC Asset Management February 2003 - July 2009
HSBC Auto June 2005 - December 2008
hsbc 2003 - 2008
HSBC Auto February 2003 - June 2005
Global Acceptance Corp May 2002 - February 2003
Education
Brite Divinity School
Masters; B.B.A, Divinity; Marketing
University of North Texas
Marketing
University of North Texas
Barometer Capital Management Inc. August 2015 - Present
WaterStreet Family Offices January 2014 - August 2015
HSBC November 2013 - January 2014
HSBC BERMUDA January 2008 - 2013
Skills
Relationship Management, Wealth Management, Commercial Banking, Retail Banking, Financial Risk, Portfolio Management, Banking, Building Relationships, Asset Managment, Private Banking, Financial Markets, Mutual Funds
Education
University of New Brunswick
Bachelor's degree, Psychology
North Star Memorial Group November 2011 - Present
Stewart Enterprises April 2009 - October 2011
HSBC April 1999 - October 2008
SAMCO Acceptance Corporation, a subsidiary of CPS April 1996 - February 1999
Autoflex Leasing 1984 - 1987
Skills
Funeral Homes, Cemeteries, Outside Sales, Cold Calling, Negotiation, Customer Service, Customer Satisfaction, Community Outreach, Public Speaking, Team Building, Team Leadership, Credit Analysis, Underwriting, Loan Origination, Consumer Lending, Finance
Education
University of North Texas
Bank of America March 2015 - Present
TIAA-CREF March 2014 - March 2015
Citizens Bank October 2013 - March 2014
HSBC March 2013 - October 2013
Bank of America May 2009 - March 2013
Bank of America September 2006 - May 2009
Wachovia 2004 - 2006
Rexus Corporation January 2004 - October 2004
Management Recruiters International May 1999 - December 2003
Skills
Recruiting, Internet Recruiting, Strategic Sourcing, Talent Acquisition, Workforce Planning, Interviewing Skills, Requisition Management, Cold Calling Experience, Networking, Negotiation, Multi Tasking, Management, Sourcing, Cold Calling, Applicant Tracking..., Finance, College Recruiting, Technical Recruiting, Onboarding, Temporary Placement, Taleo, Interviews, Benefits Negotiation
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Anthropology
GM Financial/AmeriCredit October 2010 - Present
Health Management Systems June 2010 - October 2010
Santander Consumer USA Inc. March 2010 - June 2010
JPMorgan Chase May 2009 - March 2010
GM Financial/AmeriCredit March 2006 - February 2009
OmniAmerican Bank January 2005 - March 2006
HSBC March 2004 - January 2005
OmniAmerican Bank August 2002 - May 2004
Ford Motor Credit Company October 2001 - August 2002
Skills
SQL, Microsoft Excel, PowerPoint, MapInfo, SAS, Underwriting, Forecasting, Credit, Credit Analysis, Data Analysis, Loans, Financial Analysis
Education
University of North Texas 1996 — 2000
Bachelor of Science, Economics
HSBC June 2014 - Present
HSBC March 2006 - Present
Hewitt & Associates October 2004 - February 2006
Interpublic Group of Companies May 2000 - September 2004
The Hunter Group August 1998 - April 2000
Skills
PeopleSoft, Business Process, HRIS, Business Intelligence, SDLC, Requirements Analysis, Software Documentation, Requirements Gathering, Human Resources, Data Warehousing, Project Management, Business Process..., Software Project..., Data Conversion, Personnel Management, PeopleTools, HR Transformation, User Acceptance Testing, Leadership, Data Management, PeopleSoft HCM, PeopleSoft Application..., Human Capital Metrics, DB2 Command Center (SQL..., Data Integrity, OBIEE, Software Testing Life..., Change Control, Cross-functional Team..., Data Governance, Data Quality Management, Data Modeling, Systems Proof-of-Concept, Data Lineage, Data Dictionary, Demand Management, Workforce Analytics, Customer Data Strategy, Cash Forecasting systems, Data Policy, Business Analysis
Education
University of Notre Dame
Masters (Thesis), Psychophysiology of Work Effort. Organizational Behavior Management / Performance Engineering
University of Wisconsin-Milwaukee
Bachelor of Arts (BA), Experimental Psychology
HSBC Commercial Banking March 2014 - Present
HSBC October 2008 - March 2014
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Trade Finance, Letters of Credit, Foreign Exchange, Global Cash Management, Cash Management, Cash Flow Lending, International Trade, International Banking..., Financial Risk, Banking, Portfolio Management, Credit, Financial Analysis, Credit Analysis, Risk Management, Internal Audit, Relationship Management, Credit Risk
Education
University of Nevada-Las Vegas 1995 — 2000
Business, Economics
HSBC April 2005 - Present
HSBC March 2000 - April 2005
PF Holdings LLC March 1998 - March 2000
HSBC June 1994 - March 1998
Skills
Banking, Risk Management, Credit Risk, Digital Strategy, Demand Deposit Accounts, Internet Fraud, Vendor Management, Credit Card Fraud, Fraud Detection, Bank Fraud, Key Risk Indicators, Financial Analysis, Financial Risk, Financial Modeling, Credit Cards, Analytics, Finance, Operational Risk, Business Intelligence, Financial Reporting, Business Analysis, Financial Services, Management, Strategy, Analysis, Treasury Management, Key Performance..., Credit
Education
University of Nevada-Las Vegas - College of Business
Bachelor of Science, Multi-National Finance, Spanish Minor, Multilingual
EarthLink April 2012 - Present
Windstream Communications 2011 - 2012
PAETEC Holding Corp. 2007 - 2011
PAETEC 2005 - 2007
HSBC 2004 - 2005
Skills
Telecommunications, Sarbanes-Oxley Act, Customer Service, Budgets, Financial Analysis
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelors, Finance with a concentration in Management and Comercial Banking
Varden Technologies May 2012 - Present
RBC Royal Bank December 2009 - April 2012
HSBC September 2006 - December 2009
Goss International May 1998 - September 2006
Skills
C#, ODBC, .NET, C++, Multithreading, Automation, Design Patterns, JavaScript, Sybase, Object Oriented Design, Visual Studio
Education
University of York 1990 — 1993
BSc, Theoretical Physics
University of New Hampshire 1994 — 1998
MS, Theoretical Fluid Dynamics
Bloom LLC April 2005 - Present
HSBC 2001 - 2005
JP Morgan Chase 1998 - 1999
Barclays Capital 1997 - 1998
Education
University of Nebraska-Lincoln
Bachelor
JP Morgan Chase April 2011 - Present
HSBC Consumer Lending January 2007 - April 2009
HSBC 2003 - 2009
Skills
Retail Banking, Mortgage Lending, Banking, Loans, Credit
Education
University of Nebraska-Lincoln 1993 — 1997
Criminal Justice, Public Affairs
HSBC September 2002 - Present
Education
University of Nevada-Las Vegas 2006 — 2010
Bank of America July 2011 - Present
Bank of America November 2007 - December 2010
Decision One Mortgage 2005 - 2007
HSBC 2005 - 2007
Skills
Risk Management, VBA, Business Analysis, SAS, SDLC, Banking, Visio, SQL
Education
University of North Carolina at Charlotte 1996 — 1999
MBA
University of North Carolina at Chapel Hill
BS, Actuarial Science
Credit One Bank February 2014 - Present
Capital One August 2012 - January 2014
Capital One May 2012 - August 2012
HSBC January 2007 - April 2012
Credit One Bank December 1999 - January 2007
Skills
Credit Risk, Predictive Modeling, SAS, Credit Cards, SAS programming, Logistic Regression, Analytics, Financial Risk, Predictive Analytics, Credit, Data Mining, Statistical Modeling, Risk Management, Portfolio Management, Business Analytics, Risk Analytics, CHAID, Financial Services, Segmentation, Business Intelligence, Data Analysis, Business Analysis, Basel II, Analysis, Management, Financial Modeling, Strategy
Education
University of Nevada-Las Vegas
M.S., Mathematics, Applied Statistics
University of Nevada-Las Vegas
B.S., Mathematics, Actuarial Science
M&T Bank July 2013 - Present
M&T Bank July 2009 - Present
HSBC June 2008 - August 2008
Skills
Requirements Gathering, Mobile Banking, Internet Banking, Functional..., Business Requirements, Business Analysis, Banking, Requirements Analysis
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Information Technology Management
MMA
Bank of America April 2008 - Present
HSBC 2001 - 2007
Education
University of North Carolina at Chapel Hill 1977 — 1981
Provenir June 2015 - Present
M.A.F. Advisors January 2015 - Present
BBVA Compass July 2012 - October 2014
First Horizon May 2007 - July 2012
HSBC June 2004 - April 2007
Compass Bank January 2003 - May 2004
Bank of America 1999 - 2003
Bank of America 1999 - 2003
Bank of America June 1999 - January 2002
Decision One Mortgage, LLC April 1997 - June 1999
Skills
Executive Management, Financial Services, Credit, Financial Risk, Credit Analysis, Loan Origination, Retail Banking, Financial Analysis, Mortgage Banking, Relationship Management, Credit Cards, Residential Mortgages, Due Diligence, Corporate Finance, Commercial Lending, Wealth Management, Capital Markets, Cash Management, Risk Management, Portfolio Management
Education
University of North Carolina at Greensboro 1985 — 1990
MBA
University of North Carolina at Chapel Hill 1980 — 1984
Asheboro High School
First Horizon November 2008 - Present
Superior Staff Resources March 2008 - June 2008
HSBC 2001 - 2007
Expanded Mortgage Credit 2000 - 2001
Conti Mortgage 1999 - 2000
First Union National Bank 1997 - 1999
NationsCredit Financial Services 1995 - 1997
Education
Continuing Education 2008 — 2008
FHA Loan Origination and Fundamentals
HUD Dept Of Housing and Urban Development 2008 — 2008
Continuing Education - HUD/FHA Property Training/Credit Training
University of North Carolina at Charlotte 1988 — 1993
MEDECISION September 2014 - Present
NANTHEALTH January 2009 - August 2014
EDS September 2005 - December 2008
HSBC February 2003 - January 2005
Skills
Software Documentation, Business Process, User Acceptance Testing, Quality Assurance, Team Leadership, Knowledge Sharing, Management, Operations Management, Information Management, Leadership, Data Migration, Supply Chain Management, Business Requirements, Data Analysis, System Testing, Requirements Analysis, Program Management, Business Analysis
Education
University of North Texas 2013 — 2014
Master's degree, Health Services/Allied Health/Health Sciences, General, 4.0
ICFAI Business School, Chennai 1997 — 1999
Master of Business Administration (MBA), Finance & Marketing
VM Direct MarketingSmiths Detection2003 - 2005
Hong Kong Shanghai Bank Corporation 2001 - 2005
HSBC 1998 - 2004
HSBC 1998 - 2004
Household International 1999 - 2003
Education
University of Nevada-Las Vegas 2005 — 2007
BB&T September 2013 - Present
Bank of America October 2007 - July 2013
Bank of America 2007 - 2008
HSBC 2005 - 2007
Skills
Credit, Credit Risk, Banking, Quantitative Analytics, Risk Management, Portfolio Management, Credit Analysis, Financial Risk, Loans, Financial Services, Financial Modeling, Mortgage Lending, Retail Banking, Credit Cards, Financial Analysis, Mortgage Banking, SAS, Operational Risk, Commercial Lending, Analytics, Capital Markets, Basel III, Six Sigma, Risk Governance, Regulatory Compliance, Finance, Business Analysis, Analysis, Leadership, Strategy, Commercial Banking, Process Improvement, Statistical Modeling, Management
Education
University of North Carolina at Greensboro 1987 — 1991
Masters of Arts in Applied Economics
University of North Carolina at Greensboro
Master's degree, Applied Economics
24/Real Estate Mortgage Fraud InvestigatorHSBC/Decision One2004 - 2007
HSBC 2004 - 2007
D1/HSBC Mortgage Services 1994 - 2007
Education
University of North Carolina at Charlotte
Sports Recruits LLC 2013 - Present
Kenyon Real Estate 2013 - Present
Cantor Fitzgerald May 2009 - November 2012
HSBC February 2007 - September 2008
Standard & Poor's August 2006 - January 2007
Morgan Stanley January 2006 - June 2006
Skills
ABS, MBS, Bloomberg, Intex, Fixed Income, Series 7, Residential Mortgages, Capital Markets
Education
University of Notre Dame 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Chrysler Capital February 2010 - Present
HSBC 2006 - March 2010
Skills
Credit, Call Centers, Customer Satisfaction
Education
University of North Texas 2002 — 2006
University of North Texas 2002 — 2006
Kinesiology, Health and Physical Education/Fitness
HSBC June 2006 - April 2008
Education
University of North Texas 2003 — 2006
BBA, Economics
Chase Manhattan Corporation September 2009 - Present
Market America August 2009 - Present
Market America August 2009 - Present
Chico's FAS Inc. August 2008 - Present
HSBC October 2006 - July 2009
Education
University of New Haven 1999 — 2000
Sacred Heart Academy 1974 — 1978
College Prepatory School
Wells Fargo/Wells Fargo Advisors January 2013 - Present
Bank of America April 2011 - September 2012
Wyndham Vacation Ownership August 2010 - April 2011
Hilton Grand Vacations July 2008 - May 2010
HSBC March 2007 - November 2007
HSBC January 2006 - March 2007
HSBC January 2000 - January 2006
Citi September 1998 - March 2000
Skills
Call Center, Customer Service, Banking, Customer Satisfaction, Sales, Credit, Loans, Customer Retention, Customer Experience, Coaching, Sales Management, Team Building, Team Leadership, Account Management, Credit Cards, Call Centers, Hospitality, Training, Leadership, Hiring, CRM, Marketing, Recruiting, Employee Relations, Management, Human Resources, Employee Benefits, Time Management, Employee Training, Cold Calling, Risk Management, Sourcing, Strategy
Education
University of Nebraska-Lincoln 1993 — 1997
Global Forex Trading January 2008 - Present
Countrywide Home Loans July 2007 - December 2007
HSBC May 1999 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
None, Business
California Republic Bank March 2015 - Present
Crescent Bank & Trust January 2012 - Present
GMAC Mortgage June 2010 - January 2012
GMAC ResCap 2009 - June 2010
HSBC 2001 - 2008
Wells Fargo Financial August 1996 - January 2001
Skills
B2B, Finance, Management, Portfolio Management
Education
University of North Texas 2000 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources & Org Behavior
Watson Realty Corp. April 2013 - Present
JPMorganChase January 2010 - February 2013
JPMorgan Chase June 2007 - March 2009
Fidelity Information Services January 2007 - June 2007
HSBC February 2003 - September 2006
Mayfair Games February 1995 - June 1996
Harris and Graves June 1994 - February 1995
Skills
Risk Management, Banking, Process Improvement, Business Analysis, Financial Analysis
Education
University of North Florida - College of Business Administration 2004 — 2007
MBA, Finance
University of South Carolina-Columbia 1989 — 1992
BS, Computer Science
BMO June 2011 - Present
Strategic Information Technology July 2010 - June 2011
HSBC January 2006 - June 2010
BMO Bank of Montreal January 2005 - January 2006
BMO Financial Group October 2003 - January 2005
Skills
Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Cash Flow Lending, Analysis, Loans, Credit, Banking, Management, Portfolio Management, Retail Banking, Risk Management, Relationship Management, Finance
Education
Saint Mary' University 1999 — 2001
Bachelor of Commerce, Finance
University of New Brunswick 1997 — 1999
COMM, FINANCE
Goosehead Insurance September 2014 - Present
Farm Bureau Insurance October 2008 - September 2014
HSBC 2001 - 2008
OmniAmerican Bank 2000 - 2001
Skills
Call Center, Underwriting, Insurance, Team Building, Consumer Lending, Mortgage Lending, Sales, Call Centers, Process Improvement, Banking, Risk Management, Sales Management, Management, Employee Benefits, Leadership, Customer Service
Education
University of North Texas 1995 — 1999
BA, Operations Management
GE Capital August 1997 - Present
Whirlpool Corporation September 1995 - August 1997
Bank of America April 1993 - September 1995
HSBC March 1990 - April 1993
GE Capital April 1977 - March 1990
Skills
Credit Cards, Credit, Relationship Management, Management, Forecasting, Loans, Leadership, Finance, Credit Analysis, Sales, Program Management, Banking, Retail Banking, Financial Analysis, Portfolio Management, Risk Management, Financial Services, Commercial Lending, Underwriting, Financial Risk, Commercial Banking, Credit Risk, Mortgage Lending, Executive Management, Process Improvement
Education
University of North Carolina at Charlotte 1972 — 1976
BA, Business Administration
Myers Park High School 1970 — 1972
EMC Isilon January 2015 - Present
EMC Isilon September 2012 - Present
EMC Isilon July 2011 - September 2012
EMC Isilon December 2008 - June 2011
HSBC 2004 - 2008
Gateway August 2002 - June 2004
Skills
Channel, Sales Management, Sales, Lead Generation, Marketing, Deduplication, Storage Virtualization, Storage Architecture, Storage, NAS, Salesforce.com, Channel Partners, Enterprise Storage, Direct Sales, Enterprise Software, Data Center, Management, Cloud Computing, Solution Selling, VMware, Disaster Recovery, Storage Area Networks, Strategic Partnerships, Virtualization, HP, Training, Sales Process, Sales Enablement, Storage Solutions, SaaS, Professional Services, Business Alliances, Sales Presentations
Education
University of Nevada-Reno
Computer Information Systems
Virginia Polytechnic Institute and State University
Computer Engineering
HSBC December 2012 - June 2015
HSBC June 2011 - November 2012
HSBC June 2007 - June 2011
HSBC March 2005 - June 2007
Dynegent July 2002 - February 2005
Skills
Requirements Gathering, Requirements Management, Business Process..., Requirements Analysis, Project Coordination, Business Analysis, Business Process, Business Requirements, CRM, Quality Assurance, Analysis, Change Management, Product Management, Strategy, SDLC, Software Project..., Vendor Management
Education
ITI Information Technology Institute 2001 — 2002
Diploma, Applied Information Technology
University of New Brunswick 1991 — 1996
Bachelor's in Business Administration, Specialization in Marketing
Intelligent Risking, Inc. January 2015 - Present
B. Coyle Events 2002 - 2015
ViSalus August 2011 - December 2014
Arbonne International LLC 2005 - 2011
HSBC January 2003 - July 2005
NEXTEL 1998 - 2002
Turner & Associates, Corp 1994 - 1998
Skills
Leadership Development, Social Networking, Fundraising, Marketing, Event Planning, Public Relations, Sales, Small Business, Entrepreneurship, Marketing Strategy, Network Marketing, Home Based Business, PTO, Volunteering, Volunteer Recruiting, Social Media, Customer Relations, Customer Service, Team Building, Public Speaking, Leadership, Management, Training, Business Development, Social Media Marketing, Project Management
Education
University of Phoenix 1998 — 2000
Master of Business Management, MBM, 4.0
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Elkhorn High School 1986 — 1990
High School
Gemini Energy Services November 2009 - Present
Orion International February 2008 - April 2009
HSBC August 2005 - November 2007
City of Fort Worth August 2001 - August 2005
Skills
Project Management, Renewable Energy, Management, Energy, Operations Management, Wind Turbines, Training, Wind, Leadership, Troubleshooting, Human Resources, Start-ups
Education
University of North Texas 2000 — 2002
N/A
Commerce Bank May 2012 - Present
LEVIATHAN CORPORATION July 2007 - May 2012
HSBC May 2005 - July 2007
Sovereign Bank January 2003 - April 2005
WELLS FARGO HSBC TRADE BANK NA January 2001 - January 2003
National Bank of Commerce January 1990 - January 2001
Skills
Banking, Credit, Portfolio Management, Financial Risk, Commercial Banking, Loans, FX Options, Trading, Negotiation, Management, Letters of Credit, Trade Finance, Credit Risk, Risk Management, Cash Flow, Credit Analysis, Sales, Structured Finance, Small Business Lending, Business Development, Treasury Management, Financial Structuring, Commercial Lending, International Banking..., Financial Analysis, Cash Management, Volunteer Management, Finance
Education
University of Nebraska-Lincoln
Business Administration
PayPal February 2010 - Present
HSBC September 2003 - February 2010
Skills
Salesforce.com, Customer Service, Sales, Management, Leadership, Sales Management, Banking, Marketing, Business Development, CRM
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor’s Degree, Business Administration and Management, General
Bank of America December 2011 - Present
Bank of America November 2010 - December 2011
Tabernacle of Praise of Fort Worth, Texas, Inc. October 2009 - August 2010
HSBC December 2000 - May 2009
HSBC October 1999 - December 2000
Associates July 1998 - September 1999
HSBC December 1997 - June 1998
Skills
Strategic Planning, Change Management, Recruiting, Strategy, Leadership Development, Talent Management, Business Strategy, Performance Management, Coaching, Product Development, Leadership, Management, Operational Excellence, Training, Employee Engagement, Team Building, Human Resources, Executive Management, Sales, Sales Management, Sales Operations, Succession Planning, Finance, Analysis, Financial Analysis, Customer Satisfaction, Time Management, Risk Management, Customer Service
Education
University of North Carolina at Chapel Hill
AFSA Management Development Program
Beneficial Management Institute
Wide World of Truth Bible College
Associate, Theology
TIAA-CREF May 2014 - Present
RoundPoint Financial Group April 2013 - May 2014
Bank of America April 2009 - April 2013
HSBC June 2006 - March 2009
Skills
Credit, FHA, Loans, Loan Origination, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales, VA Loans
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Spanish
Lincoln Federal Savings Bank September 2009 - Present
Lincoln Federal Savings Bank 2009 - Present
HSBC July 1977 - April 2009
Household International 1977 - 2009
Skills
Loans, Mortgage Lending, Credit Analysis, Banking, Commercial Lending, Consumer Lending, Underwriting, Portfolio Management, Risk Management, Small Business Lending, Financial Analysis, Commercial Banking, Retail Banking, Relationship Management, Mortgage Banking, Credit
Education
University of Nebraska-Lincoln
Ag Economics, accting, economics, finance
AXA Advisors October 2009 - May 2010
Beneficial Finance Co December 2007 - April 2009
HSBC 1978 - 2009
HSBC Insurance Services June 2007 - November 2007
Household International September 1994 - June 2007
Household International September 1994 - June 2007
Education
University of Nebraska-Lincoln 1973 — 1977
Bachelors, Criminal Justice
Shades of Gray ~ Commissioned and Original Charcoal Drawings February 1998 - Present
KeyBank February 2010 - February 2012
Northeast Bank January 2008 - February 2010
HSBC October 2002 - January 2008
Education
University of New England 1994 — 1998
Business, Management, Administration
Prospect Equities® May 2008 - Present
HSBC 1996 - 2006
Skills
First Time Home Buyers, Short Sales, Sellers, Condos, Buyer Representation, Investors, Real Estate, Foreclosures, Single Family Homes, New Home Sales, Listings, Townhomes, Residential Homes, Real Estate Transactions, Relocation, Rentals, Property Management, Buyers, Selling, Property
Education
UNLV 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Indianapolis July 2015 - Present
HSBC September 2010 - Present
HSBC October 1987 - Present
Skills
Banking, Commercial Banking, Retail Banking, Trade Finance, Credit Risk, Relationship Management, Risk Management, Financial Analysis, Portfolio Management, Credit, Credit Analysis, Mentoring, Leadership Mentoring, Project Management
Education
University of Nebraska-Lincoln 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Hyundai Capital America October 2012 - Present
Portfolio Recovery Associates, Inc. June 2010 - November 2012
Navistar Financial Corporation January 2008 - July 2009
HSBC January 2000 - January 2007
PROFESSIONAL EXPERIENCE January 1998 - January 2000
HSBC January 1996 - January 1998
U.S. Army Special Forces March 1985 - June 1990
Skills
Supervisory Skills, Executive Management, Policy Analysis, Profit, Training, Finance, Management, Leadership, Analysis, Human Resources, Negotiation, Policy, Project Planning, Portfolio Management, Strategic Planning, Team Building, Financial Risk, Employee Training, Financial Services, Loans, Accounting, Mortgage Lending, Credit, Risk Management, Process Improvement, Financial Analysis, Underwriting
Education
University of Tennessee at Martin 1990 — 1993
Bachelor of Science, Economics & Business
Ed W. Clark 1980 — 1983
Economics
University of Nevada-Las Vegas
Prent Enterprises July 2009 - Present
HSBC April 2007 - July 2008
Education
University of North Texas 2005 — 2009
BAAS, Biology, Sociology, Emergency Management
Export-Import Bank of the United States DirectorHSBC Securities
HSBC 1988 - 2008
Education
University of Notre Dame 1973 — 1979
BA/MBA, Finance
University of Notre Dame - Mendoza College of Business
MBA
Capital One June 2009 - Present
Merrill Lynch April 2007 - June 2009
HSBC January 2005 - April 2007
Deutsche Bank 2004 - 2004
US Navy May 1999 - October 2003
Education
University of Notre Dame
BBA, Accounting
UBS Financial Services January 2009 - Present
Merrill Lynch September 2007 - January 2009
HSBC April 2006 - September 2007
Vanguard January 2004 - April 2006
Education
University of North Carolina at Wilmington 1999 — 2003
International Business
UT Southwestern Medical Center at Dallas November 2012 - September 2014
UNT Health Science Center August 2008 - August 2012
3 December 2007 - March 2008
HSBC August 2007 - November 2007
JK Agri Genetics Limited June 2006 - September 2006
Education
University of North Texas Health Science Center at Fort Worth 2008 — 2012
Doctor of Philosophy (PhD), Biomedical Sciences, General
West Bengal University of Technology 2003 — 2007
Bachelor of Technology, Engineering in Biotechnology
Limited Brands April 2011 - Present
Robert Half International / Accountemps August 2010 - April 2011
CEC 2009 - 2009
HSBC 2007 - 2008
Skills
Sourcing
Education
University of Nebraska-Lincoln 2005 — 2008
Bachelor's, Finance, Business
HSBC May 2006 - Present
Education
University of North Florida
Banking Adminstration and Management
HSBC 2011 - Present
Royal Bank of Scotland June 2010 - July 2011
ABN AMRO Bank N.V. May 2007 - June 2010
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Capital One May 2012 - Present
HSBC March 1993 - May 2012
Education
University of Nevada-Las Vegas 2009 — 2012
Bachelors degree in Human Services Counseling, Addictions Treatment
HSBC June 2000 - Present
HSBC January 2000 - Present
Education
UNLV
Msc, Accounting
Stanford University March 2015 - Present
Williams Energy October 2013 - December 2014
Franklin Templeton Investments June 2013 - October 2013
Weatherford January 2013 - June 2013
Murad October 2012 - December 2012
LCEC July 2012 - October 2012
Citrix Systems April 2012 - July 2012
Gracenote (Sony) January 2012 - March 2012
Hudson Advisors, LLC January 2011 - December 2011
HSBC January 2005 - April 2008
Skills
OBIEE, SQL
Education
University of San Francisco
Master of Science (MSc)
University of North Texas 2006 — 2009
Bachelor of Science (BS), Accounting Control Systems
London School of Business and Computing 2000 — 2003
Advanced Diploma, Computer Science
Aims Community College November 2011 - Present
HSBC March 2006 - April 2007
HSBC Card Services June 2001 - March 2006
Skills
Microsoft Office, Employee Relations, Customer Service, PowerPoint, Research, Leadership, Staff Development, Microsoft Word, Microsoft Excel, Outlook, Nonprofits, Project Management
Education
University of Northern Colorado 1998 — 2001
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Chase Auto Finance October 2007 - Present
Intercon Paper October 2012 - April 2014
HSBC January 2003 - September 2007
Skills
Business Analysis, Financial Analysis, Refinance, Customer Service, Operational Risk..., Executive Management, Leadership, Investments, Investment Properties, Strategic Planning
Education
University of North Texas 1995 — 1997
Bachelor of Business Administration (BBA)
HSBC December 2006 - Present
Captial One June 2005 - December 2006
Skills
SAS, SQL, ACCESS, UNIX,..., Passed all CFA exams, Passed FRM level II, • Credit Card •..., FRM
Education
University of Notre Dame
MBA
Kypreos Group, LTD January 2014 - Present
Realty Executives of Nevada October 2013 - January 2014
NEXTITLE April 2012 - October 2013
AEG November 2011 - October 2012
HSBC June 2006 - May 2008
Skills
Short Sales, Real Estate, Residential Homes, Escrow, Residential Investment..., Highly detail oriented, Multiple Listing Service, Consumer Lending, Notary Public, Real Estate Transactions, Real Estate License
Education
University of Nevada-Las Vegas 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Ally Financial Inc. November 2013 - Present
Belk July 2013 - November 2013
Lowe's Home Improvement August 2010 - July 2013
Mecklenburg Ministries June 2009 - August 2010
Trinity Road, LLC 2007 - 2008
HSBC 2005 - 2007
Skills
Content Strategy, Mobile Content, Strategic Content..., User Experience, Writing, Content Management, E-commerce SEO, Web Design, HTML, Copywriting, Freelance Writing, Agile Methodologies, Ap Style, Social Media, Email Marketing, SEO copywriting, SEO, CMS, Web Analytics, Information Architecture, Google Analytics, WordPress, E-commerce, Blogging, Online Marketing, Digital Strategy, Facebook, Digital Marketing, SEM, Website Development, Copy Editing
Education
University of North Carolina at Greensboro 2000 — 2003
Bachelor of Arts (BA), English Language and Literature, General
HSBC Securities May 2010 - Present
HSBC July 2009 - May 2010
HSBC July 2008 - July 2009
Skills
Relationship Management, Life Insurance, Commercial Banking, Insurance, Fixed Annuities, Banking, Portfolio Management, Employee Benefits, New Business Development, Mutual Funds, Wealth Management, Financial Services, Series 6, Process Improvement, Term Life Insurance, Sales, Call Centers, Microsoft Excel, Customer Experience, Variable Annuities, Team Leadership, Educational Leadership, Operational Risk..., Middle Office, Process Management, Customer Service, Customer Oriented, Social Media, Public Speaking, Microsoft Word, Marketing Communications, Event Planning
Education
University of Nevada-Las Vegas 2004 — 2006
Bachelor of Arts (B.A.) with Honors, Communication Studies
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Communication Studies
FedEx Ground January 2015 - Present
Fountain Springs Capital June 2012 - November 2014
HSBC July 2007 - April 2009
Dresdner Kleinwort Wasserstein August 2003 - July 2007
Stanard Pacific Capital June 2000 - March 2003
Education
University of Northern Iowa
Capital One January 2013 - August 2013
HSBC October 2006 - October 2011
Skills
Customer Service, Investments, Banking, Financial Services, Loans, Portfolio Management, Credit, Mortgage Lending, Equities, Financial Analysis, Investment Banking, Finance, Asset Management, Strategic Financial..., Risk Management
Education
University of Nevada-Las Vegas 2002 — 2004
Bachelor of Culinary Arts
Athens High School/Trinity Valley Community College August 2010 - Present
HSBC October 2001 - August 2005
Skills
Editing, Persuasive Writing, International Relations, Microsoft Word, Microsoft Excel, Differentiated..., Information Literacy, Interpersonal..., Interpersonal Skill, Rhetorical Analysis, Small Group..., Small Group Instruction, Small Group..., Mass Communication
Education
University of Texas at Tyler 2008 — 2010
Master of Arts (M.A.), English Language and Literature, General, 4.0
University of North Texas 1999 — 2003
Bachelor of Arts (BA), Communication Studies
Athens High School 1995 — 1999
Diploma
Mortgage Bankers Association February 2011 - Present
National Community Reinvestment Coalition April 2009 - January 2011
HSBC 2002 - 2009
Skills
Public Policy, Legislative Relations, Public Affairs, Government, Policy, Lobbying, Coalition Development, Grassroots Lobbying, Political Campaigns, Legal, Attorneys
Education
University of Notre Dame Law School 1997 — 2000
Doctor of Law (J.D.), Law
Western Michigan University 1993 — 1997
Bachelor of Science (BS) and Bachelor of Arts (double), Political Science and Government
HSBC March 1998 - Present
Education
University of Northern British Columbia 1996 — 1998
Master of Arts (MA), International/Global Studies
University of Victoria 1994 — 1996
Bachelor of Arts (B.A.), German and History
Wells Fargo January 2014 - March 2015
University of Nevada Las Vegas, School of Music January 2014 - June 2014
HSBC 2000 - 2012
Education
University of Nevada-Las Vegas 2013 — 2015
Master’s of Fine Arts, Music, Expected Fall 2015