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
Art Trujillo Art Trujillo's HSBC Experience March 2004 - July 2005
Job Retail and National Advertising Sales Manager
Industry Marketing and Advertising
Experience
Verizon Wireless January 2007 - April 2010
Bank of America July 2005 - August 2007
HSBC March 2004 - July 2005
Alltel Corp January 2000 - January 2004
Skills
Sales Management, Sales, Marketing, Management, Strategic Planning, Customer Service, Cold Calling, CRM, Marketing Strategy, Account Management, New Business Development, Direct Sales, Competitive Analysis, Advertising, Marketing Communications, Social Media Marketing
Education
University of Phoenix 2004 — 2010
Business Managment
Verizon Wireless January 2007 - April 2010
Bank of America July 2005 - August 2007
HSBC March 2004 - July 2005
Alltel Corp January 2000 - January 2004
Skills
Sales Management, Sales, Marketing, Management, Strategic Planning, Customer Service, Cold Calling, CRM, Marketing Strategy, Account Management, New Business Development, Direct Sales, Competitive Analysis, Advertising, Marketing Communications, Social Media Marketing
Education
University of Phoenix 2004 — 2010
Business Managment
Laurie Ochitwa Laurie Ochitwa's HSBC Experience
Job Consultant at HSBC
Industry Banking
Experience
HSBC
Skills
Business Analysis, Risk Management, IT Strategy, Business Process, PMO, SDLC, Project Delivery, Project Management, Project Portfolio..., Banking, Stakeholder Management, Team Management, Outsourcing, Business Transformation, Management, Change Management, Information Security, Information Security..., Information Security..., Information Security..., Information Security...
Education
University of Phoenix
William Rainey Harper College
HSBC
Skills
Business Analysis, Risk Management, IT Strategy, Business Process, PMO, SDLC, Project Delivery, Project Management, Project Portfolio..., Banking, Stakeholder Management, Team Management, Outsourcing, Business Transformation, Management, Change Management, Information Security, Information Security..., Information Security..., Information Security..., Information Security...
Education
University of Phoenix
William Rainey Harper College
Wesley Fallan Wesley Fallan's HSBC Experience July 2000 - September 2008
Job Director, Bond Syndicate at Lloyds Bank | North America
Industry Banking
Experience
Lloyds Bank North America April 2014 - Present
Lloyds Banking Group November 2009 - March 2014
Lloyds Banking Group September 2008 - November 2009
HSBC July 2000 - September 2008
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Credit Risk, Credit, Bonds, Corporate Finance, Funding
Education
University of Nottingham 1996 — 2000
BSc Economics & Econometrics
Lloyds Bank North America April 2014 - Present
Lloyds Banking Group November 2009 - March 2014
Lloyds Banking Group September 2008 - November 2009
HSBC July 2000 - September 2008
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Credit Risk, Credit, Bonds, Corporate Finance, Funding
Education
University of Nottingham 1996 — 2000
BSc Economics & Econometrics
Sophia Molinas Sophia Molinas's HSBC Experience July 2011 - February 2013
Job HSBC Global Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
Emilie Lessard Emilie Lessard's HSBC Experience September 2011 - March 2012
Job Lead Program Officer, National Judicial Institute
Industry Events Services
Experience
National Judicial Institute April 2013 - Present
Conseil de la coopération de l'Ontario April 2012 - April 2013
HSBC September 2011 - March 2012
Hilton & Casino Lac-Leamy April 2007 - August 2011
Skills
Fundraising, Hospitality Industry, Customer Service, Project Coordination, Administrative Functions, Communication, Nonprofits, Project Management, Community Development, Community Engagement, Grants, Capacity Building, NGOs, Civil Society, Humanitarian Assistance, Program Evaluation, Stakeholder Engagement, Human Rights, Web Site Editing, Bilingual English-French, Program Management
Education
University of Ottawa / Université d'Ottawa 2007 — 2011
Bachelor's degree, History and French Writing
National Judicial Institute April 2013 - Present
Conseil de la coopération de l'Ontario April 2012 - April 2013
HSBC September 2011 - March 2012
Hilton & Casino Lac-Leamy April 2007 - August 2011
Skills
Fundraising, Hospitality Industry, Customer Service, Project Coordination, Administrative Functions, Communication, Nonprofits, Project Management, Community Development, Community Engagement, Grants, Capacity Building, NGOs, Civil Society, Humanitarian Assistance, Program Evaluation, Stakeholder Engagement, Human Rights, Web Site Editing, Bilingual English-French, Program Management
Education
University of Ottawa / Université d'Ottawa 2007 — 2011
Bachelor's degree, History and French Writing
Anna Moeller Anna Moeller's HSBC Experience 2005 - 2007
Job Operations Manager
Industry Financial Services
Experience
Self-employed 2010 - Present
Premier Finance Company / Premier West Bank 2008 - 2010
HSBC 2005 - 2007
Skills
Real Estate Lending, Mortgage Lending, Property & Casualty..., Consumer Lending, Asset Based Lending, Mortgage Banking, Banking, Wine Tasting, Wine Sales, Wine Pairing, Wine, Wine Education, Regulatory Requirements, Regulatory Compliance, Compliance Operations, Compliance Officers, Credit Analysis
Education
University of Oregon 2002 — 2005
Bachelor of Science (B.S.), Psychology and Sociology
Self-employed 2010 - Present
Premier Finance Company / Premier West Bank 2008 - 2010
HSBC 2005 - 2007
Skills
Real Estate Lending, Mortgage Lending, Property & Casualty..., Consumer Lending, Asset Based Lending, Mortgage Banking, Banking, Wine Tasting, Wine Sales, Wine Pairing, Wine, Wine Education, Regulatory Requirements, Regulatory Compliance, Compliance Operations, Compliance Officers, Credit Analysis
Education
University of Oregon 2002 — 2005
Bachelor of Science (B.S.), Psychology and Sociology
Nathan Reynolds Nathan Reynolds's HSBC Experience June 2013 - August 2013
Job Analyst at Barclays Investment Bank
Industry
Experience
Barclays Investment Bank June 2014 - Present
HSBC June 2013 - August 2013
California Governor's Office of Business and Economic Development August 2012 - September 2012
Williams College February 2012 - May 2012
Stanley Kaplan Institute in American Foreign Policy June 2011 - July 2011
Education
Williams College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
University of Oxford 2012 — 2013
Philosophy, Politics, and Economics
Barclays Investment Bank June 2014 - Present
HSBC June 2013 - August 2013
California Governor's Office of Business and Economic Development August 2012 - September 2012
Williams College February 2012 - May 2012
Stanley Kaplan Institute in American Foreign Policy June 2011 - July 2011
Education
Williams College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
University of Oxford 2012 — 2013
Philosophy, Politics, and Economics
Richard Alicea Richard Alicea's HSBC Experience April 2008 - September 2010
Job Universal Banker at PNC
Industry Retail
Experience
PNC December 2013 - Present
T-Mobile October 2012 - September 2013
MarketSource September 2012 - September 2013
RadioShack September 2010 - October 2012
HSBC April 2008 - September 2010
PIP Printing August 2007 - September 2008
Skills
Management, Sales, Customer Service, Inventory Management, Safety, Loss Prevention, Operations Management, Information Technology, Technology, Training, Store Management, Hiring, Profit, Retail, Customer Retention, Cold Calling, Customer Satisfaction
Education
University of Phoenix 2009 — 2012
Bachelor Science in Information Technology, Information Technology
PNC December 2013 - Present
T-Mobile October 2012 - September 2013
MarketSource September 2012 - September 2013
RadioShack September 2010 - October 2012
HSBC April 2008 - September 2010
PIP Printing August 2007 - September 2008
Skills
Management, Sales, Customer Service, Inventory Management, Safety, Loss Prevention, Operations Management, Information Technology, Technology, Training, Store Management, Hiring, Profit, Retail, Customer Retention, Cold Calling, Customer Satisfaction
Education
University of Phoenix 2009 — 2012
Bachelor Science in Information Technology, Information Technology
Greg Long's HSBC Experience February 2003 - August 2006
Job Real Estate Principal Broker | Investor
Industry Real Estate
Experience
Premiere Property Group May 2014 - Present
Smart Real Estate October 2011 - May 2014
Keller Williams Realty Professionals January 2006 - September 2011
HSBC February 2003 - August 2006
KPMG Consulting (Bearing Point) May 1997 - February 2003
Skills
Short Sales, Investment Properties, Real Estate, Investors, Selling, Home, Sellers, Buying, Online Marketing, Real Estate Investment, Negotiation, Foreclosures, Investments, Entrepreneur, REO, Residential, Luxury, Market Analysis, Contract Negotiation, Relocation, Social Media Marketing, Social Networking, First Time Home Buyers, Start-ups, Real Estate Development, Marketing Strategy, Lead Generation, Business Strategy, Referrals, Management Consulting, Email Marketing, Condos, Valuation, Business Management, HUD, ABR, Buyers, Home Staging, Property, Real Estate Transactions, Townhomes, Entrepreneurship, New Homes, Management, Residential Homes, Brokerage, Rentals, Real Property, New Home Sales, Real Estate Financing
Education
University of Oklahoma 1991 — 1997
BBA, Management Information Systems
University of Oregon
MS, Applied Information Management
Premiere Property Group May 2014 - Present
Smart Real Estate October 2011 - May 2014
Keller Williams Realty Professionals January 2006 - September 2011
HSBC February 2003 - August 2006
KPMG Consulting (Bearing Point) May 1997 - February 2003
Skills
Short Sales, Investment Properties, Real Estate, Investors, Selling, Home, Sellers, Buying, Online Marketing, Real Estate Investment, Negotiation, Foreclosures, Investments, Entrepreneur, REO, Residential, Luxury, Market Analysis, Contract Negotiation, Relocation, Social Media Marketing, Social Networking, First Time Home Buyers, Start-ups, Real Estate Development, Marketing Strategy, Lead Generation, Business Strategy, Referrals, Management Consulting, Email Marketing, Condos, Valuation, Business Management, HUD, ABR, Buyers, Home Staging, Property, Real Estate Transactions, Townhomes, Entrepreneurship, New Homes, Management, Residential Homes, Brokerage, Rentals, Real Property, New Home Sales, Real Estate Financing
Education
University of Oklahoma 1991 — 1997
BBA, Management Information Systems
University of Oregon
MS, Applied Information Management
Jay S. Tweed Jay S. Tweed's HSBC Experience 2012 - 2013
Job Senior Vice President Corporate Finance at BBVA Compass
Industry Banking
Experience
BBVA Compass 2013 - Present
HSBC 2012 - 2013
BBVA Compass 2010 - 2012
J.P. Morgan 2007 - 2010
Challenger Capital Group 2004 - 2007
Bank of America 1988 - 2004
Skills
Corporate Finance, Debt Capital Markets, Investment Banking, Commercial Banking, High Yield Bonds, Investment Grade Bonds, Structured Finance, Credit Analysis, Banking, Portfolio Management, Mergers & Acquisitions, Credit, Financial Analysis, Commercial Lending, Financial Modeling, Capital Markets, Finance, Credit Risk, Investments, Loans, Treasury Management, Fixed Income, Financial Services
Education
University of Oklahoma 1983 — 1987
BBA; MBA, Finance
BBVA Compass 2013 - Present
HSBC 2012 - 2013
BBVA Compass 2010 - 2012
J.P. Morgan 2007 - 2010
Challenger Capital Group 2004 - 2007
Bank of America 1988 - 2004
Skills
Corporate Finance, Debt Capital Markets, Investment Banking, Commercial Banking, High Yield Bonds, Investment Grade Bonds, Structured Finance, Credit Analysis, Banking, Portfolio Management, Mergers & Acquisitions, Credit, Financial Analysis, Commercial Lending, Financial Modeling, Capital Markets, Finance, Credit Risk, Investments, Loans, Treasury Management, Fixed Income, Financial Services
Education
University of Oklahoma 1983 — 1987
BBA; MBA, Finance
Alan Sterne Alan Sterne's HSBC Experience August 2007 - September 2008
Job Senior IT & Business Leader
Industry Information Technology and Services
Experience
Vancity January 2012 - February 2014
ICBC July 2010 - January 2012
Accenture September 2008 - July 2010
HSBC August 2007 - September 2008
Lloyds TSB November 2006 - January 2007
JPMorgan June 1988 - September 2006
Skills
SDLC, PMO, Program Management, Business Analysis, Business Process, Project Management, Change Management, IT Strategy, Integration, PMP, Project Delivery, Business Intelligence, Leadership, Process Improvement, Requirements Analysis, Vendor Management, Strategy, Requirements Gathering, Management, Business Transformation, Business Process..., Software Development, Governance, Enterprise Architecture, Software Project..., Data Warehousing, Quality Assurance, CRM, Banking, Strategic Planning, Outsourcing, Business Requirements, IT Management, Business Process..., Risk Management, Solution Architecture, Project Portfolio..., Management Consulting, Six Sigma, Executive Management, Software Development..., Stakeholder Management, Mentoring, Program Development
Education
University of Oxford
BA, MA, Chemistry
University of Sussex
M.Phil, Chemistry
Vancity January 2012 - February 2014
ICBC July 2010 - January 2012
Accenture September 2008 - July 2010
HSBC August 2007 - September 2008
Lloyds TSB November 2006 - January 2007
JPMorgan June 1988 - September 2006
Skills
SDLC, PMO, Program Management, Business Analysis, Business Process, Project Management, Change Management, IT Strategy, Integration, PMP, Project Delivery, Business Intelligence, Leadership, Process Improvement, Requirements Analysis, Vendor Management, Strategy, Requirements Gathering, Management, Business Transformation, Business Process..., Software Development, Governance, Enterprise Architecture, Software Project..., Data Warehousing, Quality Assurance, CRM, Banking, Strategic Planning, Outsourcing, Business Requirements, IT Management, Business Process..., Risk Management, Solution Architecture, Project Portfolio..., Management Consulting, Six Sigma, Executive Management, Software Development..., Stakeholder Management, Mentoring, Program Development
Education
University of Oxford
BA, MA, Chemistry
University of Sussex
M.Phil, Chemistry
Michele Kessler Michele Kessler's HSBC Experience January 1997 - January 1998
Job Assistant Vice President, eBusiness at MetLife
Industry Insurance
Experience
MetLife February 2000 - Present
IBM Global Services January 1998 - March 2000
HSBC January 1997 - January 1998
Oxford Health Plans June 1995 - December 1996
Skills
E-business, Program Management, Strategic Planning, Management Consulting, Team Building
Education
University of Pennsylvania
BA, Economics, Spanish
MetLife February 2000 - Present
IBM Global Services January 1998 - March 2000
HSBC January 1997 - January 1998
Oxford Health Plans June 1995 - December 1996
Skills
E-business, Program Management, Strategic Planning, Management Consulting, Team Building
Education
University of Pennsylvania
BA, Economics, Spanish
Jason Mccleskey Jason Mccleskey's HSBC Experience June 2004 - February 2010
Job Vice President Area Retail Leader KeyBank
Industry Financial Services
Experience
KeyBank November 2011 - Present
Bank of America December 2010 - November 2011
HSBC June 2004 - February 2010
HSBC January 2004 - June 2004
HSBC June 2002 - January 2004
HSBC June 2000 - June 2002
Skills
Loss Mitigation, Risk Management, Negotiation, Leadership, Management, Credit, Mortgage Lending, Business Transformation, Operational Risk..., Treasury, Process Improvement, Performance Management, Loans, Mortgage Banking, Mergers & Acquisitions, Analysis, Succession Planning, Loan Origination, Budgets, Credit Analysis, Sales Management, Training, Sales, Business Planning, Financial Risk, Banking, Insurance, New Business Development, Retail Banking, Consumer Lending, Finance, Relationship Management, Commercial Banking, Commercial Lending, Small Business Lending, Cross Selling, Financial Services, Portfolio Management, Credit Cards
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
Bachelor, Finance
KeyBank November 2011 - Present
Bank of America December 2010 - November 2011
HSBC June 2004 - February 2010
HSBC January 2004 - June 2004
HSBC June 2002 - January 2004
HSBC June 2000 - June 2002
Skills
Loss Mitigation, Risk Management, Negotiation, Leadership, Management, Credit, Mortgage Lending, Business Transformation, Operational Risk..., Treasury, Process Improvement, Performance Management, Loans, Mortgage Banking, Mergers & Acquisitions, Analysis, Succession Planning, Loan Origination, Budgets, Credit Analysis, Sales Management, Training, Sales, Business Planning, Financial Risk, Banking, Insurance, New Business Development, Retail Banking, Consumer Lending, Finance, Relationship Management, Commercial Banking, Commercial Lending, Small Business Lending, Cross Selling, Financial Services, Portfolio Management, Credit Cards
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
Bachelor, Finance
Joan DePalma, PMP, ITIL's HSBC Experience September 2010 - March 2012
Job Senior Vice President Program Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America November 2013 - Present
EMC March 2012 - November 2013
HSBC September 2010 - March 2012
HSBC January 2004 - September 2010
HSBC June 2000 - February 2004
HSBC January 1993 - June 2000
Skills
Vendor Management, Project Portfolio..., PMO, Software Project..., Requirements Gathering, Project Delivery, ITIL, Relationship Management, Project Management, Service Delivery, Business Process..., Resource Management, Management, IT Strategy, Software Documentation, Process Improvement, Change Management, Security, Leadership, Quality Assurance, Program Management, PMP, SDLC, IT Management
Education
University of Phoenix 1999 — 2004
Bachelor of Science (BS)
NMCHS
Bank of America November 2013 - Present
EMC March 2012 - November 2013
HSBC September 2010 - March 2012
HSBC January 2004 - September 2010
HSBC June 2000 - February 2004
HSBC January 1993 - June 2000
Skills
Vendor Management, Project Portfolio..., PMO, Software Project..., Requirements Gathering, Project Delivery, ITIL, Relationship Management, Project Management, Service Delivery, Business Process..., Resource Management, Management, IT Strategy, Software Documentation, Process Improvement, Change Management, Security, Leadership, Quality Assurance, Program Management, PMP, SDLC, IT Management
Education
University of Phoenix 1999 — 2004
Bachelor of Science (BS)
NMCHS
Dhruv Batura Dhruv Batura's HSBC Experience June 2010 - August 2010
Job Senior Analyst at Tesla Motors
Industry Automotive
Experience
Tesla Motors December 2013 - Present
Deloitte Consulting August 2011 - December 2013
HSBC June 2010 - August 2010
Hospital of the University of Pennsylvania July 2009 - August 2009
Skills
Management Consulting, Data Analysis, Operating Models, Wealth Management, IT Strategy, Strategy, Business Transformation, Business Process..., Organizational Design, Corporate Finance, Business Process
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science in Engineering, Economic and Financial Systems Engineering, Engineering Entrepreneurship, Mathematics
Tesla Motors December 2013 - Present
Deloitte Consulting August 2011 - December 2013
HSBC June 2010 - August 2010
Hospital of the University of Pennsylvania July 2009 - August 2009
Skills
Management Consulting, Data Analysis, Operating Models, Wealth Management, IT Strategy, Strategy, Business Transformation, Business Process..., Organizational Design, Corporate Finance, Business Process
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science in Engineering, Economic and Financial Systems Engineering, Engineering Entrepreneurship, Mathematics
Amarbir Jawanda Amarbir Jawanda's HSBC Experience 2006 - 2012
Job Director at RBC
Industry Capital Markets
Experience
RBC 2013 - Present
HSBC 2006 - 2012
Millennium Partners 2000 - 2006
Credit Lyonnais 1995 - 2000
Intel Corporation 1991 - 1993
Skills
Equity Derivatives, Equities, Derivatives, Risk Management, Hedge Funds, Capital Markets, Structured Products, Volatility, Fixed Income, Bloomberg, Trading, Options, Alternative Investments, Emerging Markets, Valuation, Financial Modeling, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Bachelor's Degree, Economics
University of Pennsylvania 1986 — 1991
Bachelor's Degree, Electrical Engineering
University of Washington 1993 — 1995
Master of Engineering (M.Eng.), Electrical Engineering
RBC 2013 - Present
HSBC 2006 - 2012
Millennium Partners 2000 - 2006
Credit Lyonnais 1995 - 2000
Intel Corporation 1991 - 1993
Skills
Equity Derivatives, Equities, Derivatives, Risk Management, Hedge Funds, Capital Markets, Structured Products, Volatility, Fixed Income, Bloomberg, Trading, Options, Alternative Investments, Emerging Markets, Valuation, Financial Modeling, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Bachelor's Degree, Economics
University of Pennsylvania 1986 — 1991
Bachelor's Degree, Electrical Engineering
University of Washington 1993 — 1995
Master of Engineering (M.Eng.), Electrical Engineering
Charles Teschner Charles Teschner's HSBC Experience May 1983 - May 1986
Job
Industry Capital Markets
Experience
The Boston Consulting Group July 2014 - Present
Algomi Ltd June 2014 - Present
Egret Creek Advisors LLC January 2014 - June 2014
S&P Dow Jones Indices July 2012 - December 2013
McGraw Hill Financial March 2009 - December 2013
Booz and Company September 2003 - March 2009
Booz Allen Hamilton September 1996 - June 2003
Booz Allen Hamilton September 1988 - September 1996
HSBC May 1983 - May 1986
Skills
Risk Management, Corporate Development, International Capital..., Mergers, International..., German, French, Chinese, Fixed Income, Portfolio Management, Acquisition Integration, Strategy, Valuation, Private Equity, Leadership, Financial Markets, Management, Capital Markets, Management Consulting, Emerging Markets, Business Strategy, Business Transformation, Mergers & Acquisitions, Strategic Planning, Financial Services, Venture Capital, Banking, Financial Modeling, Corporate Finance, Due Diligence, Restructuring, Executive Management, M&A experience, Strategic Partnerships, Strategic Consulting, Start-ups, Investment Banking
Education
University of Pennsylvania - The Lauder Institute
Master of Arts (M.A.), East Asian Studies and Chinese
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Yale University
Bachelor of Arts (B.A.), Economics and Political Science
The Boston Consulting Group July 2014 - Present
Algomi Ltd June 2014 - Present
Egret Creek Advisors LLC January 2014 - June 2014
S&P Dow Jones Indices July 2012 - December 2013
McGraw Hill Financial March 2009 - December 2013
Booz and Company September 2003 - March 2009
Booz Allen Hamilton September 1996 - June 2003
Booz Allen Hamilton September 1988 - September 1996
HSBC May 1983 - May 1986
Skills
Risk Management, Corporate Development, International Capital..., Mergers, International..., German, French, Chinese, Fixed Income, Portfolio Management, Acquisition Integration, Strategy, Valuation, Private Equity, Leadership, Financial Markets, Management, Capital Markets, Management Consulting, Emerging Markets, Business Strategy, Business Transformation, Mergers & Acquisitions, Strategic Planning, Financial Services, Venture Capital, Banking, Financial Modeling, Corporate Finance, Due Diligence, Restructuring, Executive Management, M&A experience, Strategic Partnerships, Strategic Consulting, Start-ups, Investment Banking
Education
University of Pennsylvania - The Lauder Institute
Master of Arts (M.A.), East Asian Studies and Chinese
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Yale University
Bachelor of Arts (B.A.), Economics and Political Science
Rukmini Sarkar's HSBC Experience June 2010 - June 2010
Job Consultant at Booz & Company
Industry Management Consulting
Experience
Booz & Company June 2012 - August 2012
McKinsey & Company May 2011 - June 2011
McKinsey & Company July 2010 - August 2010
HSBC June 2010 - June 2010
UJJIVAN FINANCIAL SERVICES July 2008 - August 2008
Sepilok Orangutan Rehabilitation Centre July 2008 - July 2008
National Bank of Dubai August 2007 - August 2007
Skills
Leadership, Energy, Analysis, Consulting, Program Management, Business Transformation, Growth Strategies, Market Entry, Market Research, Organizational Design, Renewable Energy, Strategic Consulting
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts
London School of Economics Summer School 2011 — 2011
Dubai American Academy 2007 — 2009
I.B. Diploma
Emirates International School 2003 — 2007
GCSE Examinations
Jakarta International School 1998 — 2003
Booz & Company June 2012 - August 2012
McKinsey & Company May 2011 - June 2011
McKinsey & Company July 2010 - August 2010
HSBC June 2010 - June 2010
UJJIVAN FINANCIAL SERVICES July 2008 - August 2008
Sepilok Orangutan Rehabilitation Centre July 2008 - July 2008
National Bank of Dubai August 2007 - August 2007
Skills
Leadership, Energy, Analysis, Consulting, Program Management, Business Transformation, Growth Strategies, Market Entry, Market Research, Organizational Design, Renewable Energy, Strategic Consulting
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts
London School of Economics Summer School 2011 — 2011
Dubai American Academy 2007 — 2009
I.B. Diploma
Emirates International School 2003 — 2007
GCSE Examinations
Jakarta International School 1998 — 2003
Jennifer Dickerson Jennifer Dickerson's HSBC Experience January 2004 - August 2004
Job AVP, Treasury Sales Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch August 2014 - July 2015
Bank of America Merrill Lynch August 2010 - August 2014
Bank of America August 2004 - August 2010
HSBC January 2004 - August 2004
Citibank January 2003 - January 2004
Skills
Banking, Credit, Retail Banking, Customer Satisfaction, Risk Management, Loans, Business Analysis, Commercial Banking, Microsoft Office, Microsoft Excel, Sales, Customer Service, Credit Analysis, Call Centers, Marketing, Treasury Management, Branchless Banking, Fulfilment, Business Intelligence, Relationship Management, Finance, Commercial Lending, Accounting, Financial Services, Financial Analysis, Cash Management, Operational Risk, Cross Selling, Financial Risk, AML, Deposits, Commercial Mortgages, Customer Retention, Treasury Services, Credit Cards, Credit Risk, Leadership, Portfolio Management, Strategic Planning, Analysis
Education
College of Southern Nevada
Candidate for Bachelor of Science, Business Finance
University of Phoenix
Business/Commerce, General
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch August 2014 - July 2015
Bank of America Merrill Lynch August 2010 - August 2014
Bank of America August 2004 - August 2010
HSBC January 2004 - August 2004
Citibank January 2003 - January 2004
Skills
Banking, Credit, Retail Banking, Customer Satisfaction, Risk Management, Loans, Business Analysis, Commercial Banking, Microsoft Office, Microsoft Excel, Sales, Customer Service, Credit Analysis, Call Centers, Marketing, Treasury Management, Branchless Banking, Fulfilment, Business Intelligence, Relationship Management, Finance, Commercial Lending, Accounting, Financial Services, Financial Analysis, Cash Management, Operational Risk, Cross Selling, Financial Risk, AML, Deposits, Commercial Mortgages, Customer Retention, Treasury Services, Credit Cards, Credit Risk, Leadership, Portfolio Management, Strategic Planning, Analysis
Education
College of Southern Nevada
Candidate for Bachelor of Science, Business Finance
University of Phoenix
Business/Commerce, General
Sandy Oh Sandy Oh's HSBC Experience July 1996 - April 2000
Job Entrepreneur & Mentor
Industry Professional Training & Coaching
Experience
Terrific Mentors International February 2012 - Present
Terrific Mentors International February 2012 - March 2015
15 Minutes May 2009 - December 2012
Jefferies April 2010 - May 2012
HSBC Singapore June 2004 - May 2009
Dresdner Bank Singapore June 2002 - May 2004
ING March 2001 - April 2002
HSBC July 1996 - April 2000
J.P. Morgan February 1994 - June 1996
Skills
Entrepreneurship, Investments, Investment Banking, Emerging Markets, Start-ups, Financial Markets, Hedge Funds, Building Relationships, Business Networking, Strategic Thinking, Sales, Mentoring, Team Leadership, Capital Markets, Fixed Income, Engaging Public Speaker, Writing, Coaching & Mentoring, Management, Strategy, Business Strategy, Leadership
Education
University of Chicago 2008 — 2010
Master of Business Administration (MBA)
University of Oxford 1990 — 1993
BA Honours, Politics, Philosophy & Economics
Terrific Mentors International February 2012 - Present
Terrific Mentors International February 2012 - March 2015
15 Minutes May 2009 - December 2012
Jefferies April 2010 - May 2012
HSBC Singapore June 2004 - May 2009
Dresdner Bank Singapore June 2002 - May 2004
ING March 2001 - April 2002
HSBC July 1996 - April 2000
J.P. Morgan February 1994 - June 1996
Skills
Entrepreneurship, Investments, Investment Banking, Emerging Markets, Start-ups, Financial Markets, Hedge Funds, Building Relationships, Business Networking, Strategic Thinking, Sales, Mentoring, Team Leadership, Capital Markets, Fixed Income, Engaging Public Speaker, Writing, Coaching & Mentoring, Management, Strategy, Business Strategy, Leadership
Education
University of Chicago 2008 — 2010
Master of Business Administration (MBA)
University of Oxford 1990 — 1993
BA Honours, Politics, Philosophy & Economics
Chloe Ho Chloe Ho's HSBC Experience June 2011 - August 2011
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
The Joseph H. Lauder Institute of Management and International Studies December 2009 - January 2012
HSBC June 2011 - August 2011
Thomson Reuters July 2010 - August 2010
Avantage Ventures June 2010 - June 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics (Finance), Magna Cum Laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Politics and Economics (PPE), Magna Cum Laude
Chinese International School 1996 — 2008
Bilingual International Baccalaureate Diploma
Morgan Stanley June 2012 - Present
The Joseph H. Lauder Institute of Management and International Studies December 2009 - January 2012
HSBC June 2011 - August 2011
Thomson Reuters July 2010 - August 2010
Avantage Ventures June 2010 - June 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics (Finance), Magna Cum Laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Politics and Economics (PPE), Magna Cum Laude
Chinese International School 1996 — 2008
Bilingual International Baccalaureate Diploma
Ritchie Metzler Ritchie Metzler's HSBC Experience October 2006 - May 2007
Job Residential Real Estate Agent
Industry Real Estate
Experience
Urban Pacific Real Estate August 2006 - Present
Cloud9 Events 2006 - 2010
HSBC October 2006 - May 2007
HSBC North America (Household Credit Services) 2006 - 2007
HSBC December 2001 - October 2006
Skills
Negotiation, Online Marketing, Social Media Marketing, Real Estate, Financial Analysis, Social Media, Event Planning, Excel, Market Analysis, PowerPoint, Forecasting, Email Marketing, Microsoft Office, Word, Problem Solving, Contract Negotiation, Business Strategy, Short Sales, Valuation, Direct Marketing, Event Management, Social Networking, Real Estate Economics, Leases, Disposition, Real Estate Transactions, Brokerage, Investment Properties, Residential Homes, Single Family Homes, Microsoft Excel, Condos, Marketing, Sellers, Microsoft Word
Education
University of Oregon 1996 — 2000
BA, Finance
Tigard High School 1993 — 1995
Urban Pacific Real Estate August 2006 - Present
Cloud9 Events 2006 - 2010
HSBC October 2006 - May 2007
HSBC North America (Household Credit Services) 2006 - 2007
HSBC December 2001 - October 2006
Skills
Negotiation, Online Marketing, Social Media Marketing, Real Estate, Financial Analysis, Social Media, Event Planning, Excel, Market Analysis, PowerPoint, Forecasting, Email Marketing, Microsoft Office, Word, Problem Solving, Contract Negotiation, Business Strategy, Short Sales, Valuation, Direct Marketing, Event Management, Social Networking, Real Estate Economics, Leases, Disposition, Real Estate Transactions, Brokerage, Investment Properties, Residential Homes, Single Family Homes, Microsoft Excel, Condos, Marketing, Sellers, Microsoft Word
Education
University of Oregon 1996 — 2000
BA, Finance
Tigard High School 1993 — 1995
Lynn Rutstein Lynn Rutstein's HSBC Experience April 2006 - May 2007
Job Change Communications & Marketing Expert
Industry Marketing and Advertising
Experience
Kraft Heinz Company January 2015 - Present
Auction Merchandise Source March 2011 - Present
Marketing That Matters June 2008 - Present
Wolters Kluwer October 2012 - January 2015
Marketing That Matters, Inc. April 2011 - May 2013
Wrigley June 2012 - October 2012
Walgreens February 2012 - May 2012
Kraft Foods Group April 2011 - December 2011
Draftfcb June 2007 - October 2007
HSBC April 2006 - May 2007
Skills
Integrated Marketing, Promotions, Creative Development, B2B, Sponsorship, Business Writing, Marketing..., Corporate Communications, Corporate Branding, Event Marketing, Internal Communications, Social Media Marketing, Blogger, Web Content Management, Strategic Communications, Communication Training, Creative Direction, Business Development, Marketing, Brand Development, Event Planning, Social Media, Management, Press Releases, Newsletters, Crisis Communications, Marketing Strategy, Advertising, Public Relations, Marketing Communications, Market Research, Fundraising, Event Management, Media Relations, Leadership, Entrepreneurship, Trade Shows, Brand Awareness, Editing, Direct Marketing, Copywriting, Nonprofits
Education
University of Pennsylvania 1983 — 1987
B.A., Communications
New Trier High School 1979 — 1983
Kraft Heinz Company January 2015 - Present
Auction Merchandise Source March 2011 - Present
Marketing That Matters June 2008 - Present
Wolters Kluwer October 2012 - January 2015
Marketing That Matters, Inc. April 2011 - May 2013
Wrigley June 2012 - October 2012
Walgreens February 2012 - May 2012
Kraft Foods Group April 2011 - December 2011
Draftfcb June 2007 - October 2007
HSBC April 2006 - May 2007
Skills
Integrated Marketing, Promotions, Creative Development, B2B, Sponsorship, Business Writing, Marketing..., Corporate Communications, Corporate Branding, Event Marketing, Internal Communications, Social Media Marketing, Blogger, Web Content Management, Strategic Communications, Communication Training, Creative Direction, Business Development, Marketing, Brand Development, Event Planning, Social Media, Management, Press Releases, Newsletters, Crisis Communications, Marketing Strategy, Advertising, Public Relations, Marketing Communications, Market Research, Fundraising, Event Management, Media Relations, Leadership, Entrepreneurship, Trade Shows, Brand Awareness, Editing, Direct Marketing, Copywriting, Nonprofits
Education
University of Pennsylvania 1983 — 1987
B.A., Communications
New Trier High School 1979 — 1983
Kandiah Suseendran Kandiah Suseendran's HSBC Experience August 2007 - April 2011
Job Enterprise Information Architect at BC Pension Corporation
Industry Information Technology and Services
Experience
BC Pension Corporation June 2014 - Present
Data+Management Consultants Inc. August 2004 - Present
Industry Training Authority (ITA) February 2014 - May 2014
TD January 2013 - September 2013
WorkSafeBC November 2011 - December 2012
HSBC August 2007 - April 2011
Dept. of National Defense - Government of Canada September 2004 - April 2007
Export Development Canada January 2001 - August 2004
HighRoads (formerly IE-Engine) June 2000 - January 2001
Education
Telfer School of Management, University of Ottawa 2001 — 2003
Graduate Certificate, IT Project Management
University of Ottawa 1994 — 1998
Bachelor’s Degree, Management Information Systems
BC Pension Corporation June 2014 - Present
Data+Management Consultants Inc. August 2004 - Present
Industry Training Authority (ITA) February 2014 - May 2014
TD January 2013 - September 2013
WorkSafeBC November 2011 - December 2012
HSBC August 2007 - April 2011
Dept. of National Defense - Government of Canada September 2004 - April 2007
Export Development Canada January 2001 - August 2004
HighRoads (formerly IE-Engine) June 2000 - January 2001
Education
Telfer School of Management, University of Ottawa 2001 — 2003
Graduate Certificate, IT Project Management
University of Ottawa 1994 — 1998
Bachelor’s Degree, Management Information Systems
Joan Maira Joan Maira's HSBC Experience August 2008 - Present
Job Senior Vice President, Human Resources at HSBC
Industry Financial Services
Experience
HSBC August 2008 - Present
HSBC, Global Resourcing, Hyderabad India November 2005 - August 2008
HSBC September 2001 - November 2005
Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Deferred Compensation, Employee Relations, HRIS, Onboarding, Human Resources, HR Transformation, Personnel Management, Employee Benefits, HR Policies, Workforce Planning, Organizational Design, Organizational..., HR Consulting, Change Management, Recruiting, Compensation & Benefit, Organizational..., Strategic HR, Benefits Administration
Education
University of Oregon 1981 — 1982
Master of Science, Labor and Industrial Relations
University of NY at Buffalo
Bachelor of Science, Business Administration
HSBC August 2008 - Present
HSBC, Global Resourcing, Hyderabad India November 2005 - August 2008
HSBC September 2001 - November 2005
Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Deferred Compensation, Employee Relations, HRIS, Onboarding, Human Resources, HR Transformation, Personnel Management, Employee Benefits, HR Policies, Workforce Planning, Organizational Design, Organizational..., HR Consulting, Change Management, Recruiting, Compensation & Benefit, Organizational..., Strategic HR, Benefits Administration
Education
University of Oregon 1981 — 1982
Master of Science, Labor and Industrial Relations
University of NY at Buffalo
Bachelor of Science, Business Administration
Faeza Afzal Faeza Afzal's HSBC Experience July 2008 - August 2008
Job Sponsorship & Exhibition Executive at QS Quacquarelli Symonds
Industry Higher Education
Experience
QS Quacquarelli Symonds June 2015 - Present
EDge Interactive April 2013 - April 2015
EDge Interactive March 2011 - March 2013
Meltwater Group August 2010 - February 2011
The British International School of Jeddah February 2010 - March 2010
University of Oxford Future Flyers January 2008 - November 2008
HSBC July 2008 - August 2008
Skills
Social Media, Social Media Marketing, Marketing Communications, Blogging, Public Relations, Research, Marketing Strategy, Fundraising, Digital Marketing, Account Management, Business Development, Marketing, Sales, Strategic Communications, Management, Strategy
Education
University of Oxford 2006 — 2009
BA (Hons), Economics and Management
Sevenoaks School 2004 — 2006
IB Diploma, English, Mathematics, Chemistry, Economics, Spanish, Music
The British International School of Jeddah
QS Quacquarelli Symonds June 2015 - Present
EDge Interactive April 2013 - April 2015
EDge Interactive March 2011 - March 2013
Meltwater Group August 2010 - February 2011
The British International School of Jeddah February 2010 - March 2010
University of Oxford Future Flyers January 2008 - November 2008
HSBC July 2008 - August 2008
Skills
Social Media, Social Media Marketing, Marketing Communications, Blogging, Public Relations, Research, Marketing Strategy, Fundraising, Digital Marketing, Account Management, Business Development, Marketing, Sales, Strategic Communications, Management, Strategy
Education
University of Oxford 2006 — 2009
BA (Hons), Economics and Management
Sevenoaks School 2004 — 2006
IB Diploma, English, Mathematics, Chemistry, Economics, Spanish, Music
The British International School of Jeddah
Janell Humphrey, MBA Janell Humphrey, MBA's HSBC Experience October 2010 - September 2013
Job Marketing Business Risk
Industry Financial Services
Experience
Discover Financial Services April 2015 - Present
HSBC October 2010 - September 2013
HSBC June 2009 - October 2010
HSBC October 2006 - June 2009
HSBC March 2006 - October 2006
HSBC October 2002 - March 2006
HSBC September 2001 - October 2002
Skills
AML Bank/Compliance..., Bank and Loan Quality..., Web Content Management, Consumer and Product..., PowerPoint/..., Web Project Management, Group Project Management, Bank Audits, Financial Audits, Banking, Management, Financial Services, Due Diligence, Mortgage Lending, Risk Management, Loans, Finance, Auditing, Credit Risk, Consumer Lending, Credit, AML, Financial Risk, Process Improvement
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Marketing
University of Phoenix 2004 — 2006
Bachelor's degree, Business Administration, Management and Operations
Discover Financial Services April 2015 - Present
HSBC October 2010 - September 2013
HSBC June 2009 - October 2010
HSBC October 2006 - June 2009
HSBC March 2006 - October 2006
HSBC October 2002 - March 2006
HSBC September 2001 - October 2002
Skills
AML Bank/Compliance..., Bank and Loan Quality..., Web Content Management, Consumer and Product..., PowerPoint/..., Web Project Management, Group Project Management, Bank Audits, Financial Audits, Banking, Management, Financial Services, Due Diligence, Mortgage Lending, Risk Management, Loans, Finance, Auditing, Credit Risk, Consumer Lending, Credit, AML, Financial Risk, Process Improvement
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Marketing
University of Phoenix 2004 — 2006
Bachelor's degree, Business Administration, Management and Operations
Trask Rogers's HSBC Experience November 2006 - October 2007
Job Marketing Manager at Axiom EPM
Industry Marketing and Advertising
Experience
Axiom EPM May 2013 - Present
WebMD Health Services June 2011 - May 2013
Rubicon Marketing Group February 2008 - June 2011
HSBC November 2006 - October 2007
Atomic Direct, LTD 2005 - 2006
CAWOOD 2004 - 2005
Skills
Email Marketing, Lead Management, Lead Scoring, Data Management, Marketing Automation, Online Marketing, Demand Generation, Marketing Strategy, Direct Marketing, Data Analysis, Online Advertising, Database Marketing, Eloqua, Salesforce.com, Marketo, Marketing, Campaigns, Social Media Marketing, Integrated Marketing, Lead Generation, Public Relations, Campaign Management, Digital Marketing, Strategy, CRM, Direct Mail, Analytics, Marketing Operations, Campaign Execution, Database Segmentation, Account Management, SEM, B2B, Leadership, Strategic Partnerships, Product Marketing, B2B Marketing, Customer Acquisition, Web Analytics, Interactive Marketing, Multi-channel Marketing, Digital Strategy, Segmentation, Mobile Marketing, Creative Direction, SaaS
Education
University of Oregon 2001 — 2005
B.S., Advertising
Axiom EPM May 2013 - Present
WebMD Health Services June 2011 - May 2013
Rubicon Marketing Group February 2008 - June 2011
HSBC November 2006 - October 2007
Atomic Direct, LTD 2005 - 2006
CAWOOD 2004 - 2005
Skills
Email Marketing, Lead Management, Lead Scoring, Data Management, Marketing Automation, Online Marketing, Demand Generation, Marketing Strategy, Direct Marketing, Data Analysis, Online Advertising, Database Marketing, Eloqua, Salesforce.com, Marketo, Marketing, Campaigns, Social Media Marketing, Integrated Marketing, Lead Generation, Public Relations, Campaign Management, Digital Marketing, Strategy, CRM, Direct Mail, Analytics, Marketing Operations, Campaign Execution, Database Segmentation, Account Management, SEM, B2B, Leadership, Strategic Partnerships, Product Marketing, B2B Marketing, Customer Acquisition, Web Analytics, Interactive Marketing, Multi-channel Marketing, Digital Strategy, Segmentation, Mobile Marketing, Creative Direction, SaaS
Education
University of Oregon 2001 — 2005
B.S., Advertising
Wenxin Zhang Wenxin Zhang's HSBC Experience June 2014 - July 2014
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Guotai Junan Securities Co., Ltd July 2015 - August 2015
University of Rochester April 2014 - January 2015
University of Rochester September 2014 - December 2014
University of Rochester August 2014 - December 2014
HSBC June 2014 - July 2014
Rochester Chinese School September 2013 - January 2014
Wincon Law Firm May 2013 - July 2013
Skills
Statistics, Teaching, Research, Data Analysis, PowerPoint, Economics, Microsoft Office, Microsoft Excel, Mathematica, Microsoft Word
Education
University of Pennsylvania 2015 — 2017
Bachelor’s Degree, Mathematical Economics (B.A.)
University of Rochester 2013 — 2015
Mathematics & Financial Economics, GPA 3.9
Qingdao No.2 High School 2010 — 2013
High School, Science, 92/100
Guotai Junan Securities Co., Ltd July 2015 - August 2015
University of Rochester April 2014 - January 2015
University of Rochester September 2014 - December 2014
University of Rochester August 2014 - December 2014
HSBC June 2014 - July 2014
Rochester Chinese School September 2013 - January 2014
Wincon Law Firm May 2013 - July 2013
Skills
Statistics, Teaching, Research, Data Analysis, PowerPoint, Economics, Microsoft Office, Microsoft Excel, Mathematica, Microsoft Word
Education
University of Pennsylvania 2015 — 2017
Bachelor’s Degree, Mathematical Economics (B.A.)
University of Rochester 2013 — 2015
Mathematics & Financial Economics, GPA 3.9
Qingdao No.2 High School 2010 — 2013
High School, Science, 92/100
Swati Thohan's HSBC Experience July 2006 - September 2006
Job Program Director, JPMorgan
Industry Financial Services
Experience
JPMorgan Chase June 2012 - Present
JPMorgan Chase June 2009 - May 2012
JP Morgan Chase August 2007 - June 2009
HSBC July 2006 - September 2006
Entrepreneur & Merchandise Manager - Fashion Retail May 2000 - May 2005
Skills
Business Strategy, Program Management, Change Management, Process Improvement, Financial Services, Strategic Re-engineering, Systems Engineering, Operational Strategy, Project Management, Product Management, Team Leadership, Investment Banking
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Management, Marketing
National Institute of Fashion Technology, N.Delhi
Master of Fashion Design & Merchandising
Sri Ram College of Commerce, Delhi University
Bachelor of Commerce (Honors), Business Management, Accounting
JPMorgan Chase June 2012 - Present
JPMorgan Chase June 2009 - May 2012
JP Morgan Chase August 2007 - June 2009
HSBC July 2006 - September 2006
Entrepreneur & Merchandise Manager - Fashion Retail May 2000 - May 2005
Skills
Business Strategy, Program Management, Change Management, Process Improvement, Financial Services, Strategic Re-engineering, Systems Engineering, Operational Strategy, Project Management, Product Management, Team Leadership, Investment Banking
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Management, Marketing
National Institute of Fashion Technology, N.Delhi
Master of Fashion Design & Merchandising
Sri Ram College of Commerce, Delhi University
Bachelor of Commerce (Honors), Business Management, Accounting
Joanne Wang Joanne Wang's HSBC Experience August 2009 - August 2009
Job Investment Fund Service at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon August 2013 - Present
Generali China Insurance Co., Ltd July 2012 - August 2012
Vital Link Ice Cream & Event Marketing Inc. July 2011 - July 2011
HSBC August 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Photoshop, Mandarin, PowerPoint, Presentations, Negotiation, Tutoring, Japanese culture, Risk Management, Corporate Finance, Financial Modeling, Strategy, Bloomberg, Accounting
Education
University of Toronto - Rotman School of Management 2010 — 2013
Bachelor of Commerce (BCom), Finance and Economics, 3.8/4.0
University of Oxford 2012 — 2012
Summer Study Abroad
CIBC Mellon August 2013 - Present
Generali China Insurance Co., Ltd July 2012 - August 2012
Vital Link Ice Cream & Event Marketing Inc. July 2011 - July 2011
HSBC August 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Photoshop, Mandarin, PowerPoint, Presentations, Negotiation, Tutoring, Japanese culture, Risk Management, Corporate Finance, Financial Modeling, Strategy, Bloomberg, Accounting
Education
University of Toronto - Rotman School of Management 2010 — 2013
Bachelor of Commerce (BCom), Finance and Economics, 3.8/4.0
University of Oxford 2012 — 2012
Summer Study Abroad
Alan Rackson Alan Rackson's HSBC Experience 2005 - 2006
Job Personal & Business Taxes, Bookkeeping, Payroll, Accounting & Advisory
Industry Accounting
Experience
Rackson Greoup Accounting Services August 2010 - Present
Rackson Technology Solutions, LLC April 2008 - July 2010
Paradigm Physicians Partners, LLC May 2009 - December 2009
Citigroup 2006 - May 2008
TPG-Axon Capital 2008 - 2008
HSBC 2005 - 2006
Zurich Capital Markets 2000 - 2005
General Re Securities 1987 - 2000
AIG Financial Products 1987 - 1996
Goldman Sachs 1986 - 1987
Skills
Tax, Payroll, Business Strategy, Member, National Society of..., Quickbooks Pro Certified, Danbury Chamber of..., Toastmasters, Small Business, Accounting, Small Business..., Business Analysis, New Business Development, Financial Coaching, Lifestyle Coaching, Presentation Coaching, Small Business..., Tax Services, Tax Returns, Tax Accounting, Sales Tax, Entity Formation, Entity Selection, Business Taxes, Payroll Taxes, Payroll Administration, Payroll Processing, Quickbooks, Accountants, Franchising, Income Tax, Tax Preparation, Bookkeeping, Tax Compliance, Corporate Tax, Accounts Payable, Financial Reporting, Accounts Receivable, Tax Research, General Ledger, Tax Audits, Federal Tax, IRS, Partnership Taxation, Reconciliation, Excise, Tax Advisory, ADP, Individual Taxation, Preparation
Education
University of Pennsylvania - The Wharton School 1980 — 1983
BS, Economics, Accounting and Decision Sciences
IFS Business Analyst Certificate
Landmark Education
Syosset High School
Tax Course
Rackson Greoup Accounting Services August 2010 - Present
Rackson Technology Solutions, LLC April 2008 - July 2010
Paradigm Physicians Partners, LLC May 2009 - December 2009
Citigroup 2006 - May 2008
TPG-Axon Capital 2008 - 2008
HSBC 2005 - 2006
Zurich Capital Markets 2000 - 2005
General Re Securities 1987 - 2000
AIG Financial Products 1987 - 1996
Goldman Sachs 1986 - 1987
Skills
Tax, Payroll, Business Strategy, Member, National Society of..., Quickbooks Pro Certified, Danbury Chamber of..., Toastmasters, Small Business, Accounting, Small Business..., Business Analysis, New Business Development, Financial Coaching, Lifestyle Coaching, Presentation Coaching, Small Business..., Tax Services, Tax Returns, Tax Accounting, Sales Tax, Entity Formation, Entity Selection, Business Taxes, Payroll Taxes, Payroll Administration, Payroll Processing, Quickbooks, Accountants, Franchising, Income Tax, Tax Preparation, Bookkeeping, Tax Compliance, Corporate Tax, Accounts Payable, Financial Reporting, Accounts Receivable, Tax Research, General Ledger, Tax Audits, Federal Tax, IRS, Partnership Taxation, Reconciliation, Excise, Tax Advisory, ADP, Individual Taxation, Preparation
Education
University of Pennsylvania - The Wharton School 1980 — 1983
BS, Economics, Accounting and Decision Sciences
IFS Business Analyst Certificate
Landmark Education
Syosset High School
Tax Course
Cynthia Rolf, MSC, MBA, CTP Cynthia Rolf, MSC, MBA, CTP's HSBC Experience February 2011 - December 2013
Job
Industry Banking
Experience
HSBC February 2011 - December 2013
Union Bank June 2008 - February 2011
Citigroup July 2006 - March 2008
Mellon Bank February 2003 - July 2006
Wells Fargo July 1990 - February 2003
Skills
Credit, Treasury Management, Banking, Cash Management, Analysis, Commercial Banking, Credit Analysis, Customer Service, Financial Services, Management, Payments, Relationship Management, Sales, Training, Treasury, Consumer Lending, Commercial Lending, Financial Analysis, Small Business Lending, Strategy, Credit Risk, Cash Flow, Account Management, Internet Banking, Investments, Internal Audit, Finance, Cross Selling, Financial Transactions, Corporate Finance
Education
University of Phoenix 2012 — 2015
Master of Science in Counseling
University of Phoenix 1999 — 2003
MBA
HSBC February 2011 - December 2013
Union Bank June 2008 - February 2011
Citigroup July 2006 - March 2008
Mellon Bank February 2003 - July 2006
Wells Fargo July 1990 - February 2003
Skills
Credit, Treasury Management, Banking, Cash Management, Analysis, Commercial Banking, Credit Analysis, Customer Service, Financial Services, Management, Payments, Relationship Management, Sales, Training, Treasury, Consumer Lending, Commercial Lending, Financial Analysis, Small Business Lending, Strategy, Credit Risk, Cash Flow, Account Management, Internet Banking, Investments, Internal Audit, Finance, Cross Selling, Financial Transactions, Corporate Finance
Education
University of Phoenix 2012 — 2015
Master of Science in Counseling
University of Phoenix 1999 — 2003
MBA
Matthew Blackler Matthew Blackler's HSBC Experience June 2015 - Present
Job Corporate Relationship Manager, VP at HSBC
Industry Banking
Experience
HSBC June 2015 - Present
HSBC May 2012 - June 2015
HSBC September 2011 - May 2012
HSBC July 2010 - May 2012
HSBC February 2011 - September 2011
HSBC July 2010 - February 2011
PIPC October 2009 - June 2010
Skills
Change Management, Portfolio Management, Credit, Project Management, Financial Analysis, Leadership, Retail Banking, Financial Services, Management
Education
University of Nottingham 2006 — 2009
BA Hons 2.1, Economics
Tonbridge School 2001 — 2006
A-Levels
IFS School of Finance
BSc (Hons) Banking Practice and Management, Finance and Financial Management Services
HSBC June 2015 - Present
HSBC May 2012 - June 2015
HSBC September 2011 - May 2012
HSBC July 2010 - May 2012
HSBC February 2011 - September 2011
HSBC July 2010 - February 2011
PIPC October 2009 - June 2010
Skills
Change Management, Portfolio Management, Credit, Project Management, Financial Analysis, Leadership, Retail Banking, Financial Services, Management
Education
University of Nottingham 2006 — 2009
BA Hons 2.1, Economics
Tonbridge School 2001 — 2006
A-Levels
IFS School of Finance
BSc (Hons) Banking Practice and Management, Finance and Financial Management Services
Roberto Avila Roberto Avila's HSBC Experience July 2010 - August 2010
Job Associate at Sageview Capital
Industry Venture Capital & Private Equity
Experience
Sageview Capital August 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - July 2012
HSBC Private Bank May 2011 - July 2011
HSBC July 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Finance, Operations & Information Management
St. Paul's School
Sageview Capital August 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - July 2012
HSBC Private Bank May 2011 - July 2011
HSBC July 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Finance, Operations & Information Management
St. Paul's School
Crystal Williamson's HSBC Experience February 2005 - February 2007
Job Human Resource Professional
Industry Human Resources
Experience
Brown Mackie College March 2012 - April 2015
River Spirit Casino July 2008 - March 2012
Medical Staffing Network Healthcare, LLC January 2007 - May 2008
HSBC February 2005 - February 2007
Skills
Employee Relations, Recruiting, Onboarding, Human Resources, Applicant Tracking..., College Recruiting, New Hire Orientations, Talent Acquisition, Technical Recruiting, Resume Writing, Benefits Administration, Employee Benefits, Training, Staff Development, FMLA, Leadership Development, Customer Service, Interviews, Internet Recruiting, HR Policies, Temporary Placement, PeopleSoft, Career Counseling, HRIS, Hiring, Talent Management, Job Fairs
Education
University of Phoenix 2011 — 2015
BS- Global Business Management, Human Resources and Business Management
Brown Mackie College March 2012 - April 2015
River Spirit Casino July 2008 - March 2012
Medical Staffing Network Healthcare, LLC January 2007 - May 2008
HSBC February 2005 - February 2007
Skills
Employee Relations, Recruiting, Onboarding, Human Resources, Applicant Tracking..., College Recruiting, New Hire Orientations, Talent Acquisition, Technical Recruiting, Resume Writing, Benefits Administration, Employee Benefits, Training, Staff Development, FMLA, Leadership Development, Customer Service, Interviews, Internet Recruiting, HR Policies, Temporary Placement, PeopleSoft, Career Counseling, HRIS, Hiring, Talent Management, Job Fairs
Education
University of Phoenix 2011 — 2015
BS- Global Business Management, Human Resources and Business Management
Michelle Knutson Michelle Knutson's HSBC Experience November 2010 - December 2011
Job SR. Coordinator Merchant Disputes Escalations at Capital One
Industry Consumer Services
Experience
Capital One May 2013 - Present
Capital One December 2011 - May 2013
HSBC November 2010 - December 2011
HSBC September 2000 - November 2010
Household International January 1999 - September 2000
Renaissance Holdings December 1997 - January 1999
Protection One Security November 1990 - December 1997
Skills
Training, Leadership, Management, Customer Experience, Customer Service, Process Improvement, Team Leadership, Credit Cards, Coaching, Business Process..., Analysis, Time Management, Banking, Change Management, Policy
Education
University of Oregon 1988 — 1991
English Language and Literature, General
Glencoe High School 1984 — 1987
High School
Capital One May 2013 - Present
Capital One December 2011 - May 2013
HSBC November 2010 - December 2011
HSBC September 2000 - November 2010
Household International January 1999 - September 2000
Renaissance Holdings December 1997 - January 1999
Protection One Security November 1990 - December 1997
Skills
Training, Leadership, Management, Customer Experience, Customer Service, Process Improvement, Team Leadership, Credit Cards, Coaching, Business Process..., Analysis, Time Management, Banking, Change Management, Policy
Education
University of Oregon 1988 — 1991
English Language and Literature, General
Glencoe High School 1984 — 1987
High School
Zhongzhen Wang Zhongzhen Wang's HSBC Experience July 2010 - August 2010
Job Student at The University of Chicago
Industry Capital Markets
Experience
New Oriental Education & Technology Group (NYSE:EDU) May 2014 - May 2015
University of Exeter June 2011 - October 2011
HSBC July 2010 - August 2010
Education
The University of Chicago 2015 — 2016
Physics
University of Oxford 2012 — 2013
Master's degree, Mathematics and Computer Science
New Oriental Education & Technology Group (NYSE:EDU) May 2014 - May 2015
University of Exeter June 2011 - October 2011
HSBC July 2010 - August 2010
Education
The University of Chicago 2015 — 2016
Physics
University of Oxford 2012 — 2013
Master's degree, Mathematics and Computer Science
Matt Fogerty Matt Fogerty's HSBC Experience April 2004 - April 2007
Job Sr. Director of Sales, Default Solutions Williams & Williams
Industry Real Estate
Experience
Williams & Williams Real Estate Auction March 2014 - Present
Williams & Williams August 2012 - September 2013
Williams & Williams Worldwide Real Estate Auction May 2011 - August 2012
Williams & Williams Real Estate Auction August 2007 - May 2011
HSBC April 2004 - April 2007
Beneficial/HFC/HSBC March 2002 - April 2007
Skills
Leadership, Marketing, Sales, Real Estate, Mortgage Lending, Loans, Sales Management, New Business Development, REO, Risk Management, Real Estate Transactions, Credit, Training, Management, Contract Negotiation, Corporate Finance, Consumer Lending, Department Budgeting, Operating Budgets, Talent Scouting, Talent Developer, Loss Mitigation, Performance Management, Customer Service, Program Management, Budgets, Finance, Operations Management, Problem Solving, Sales Operations, Team Building, Teamwork
Education
University of Oklahoma 1991 — 1995
Bachelor of Arts, Communication
Shawnee High School 1986 — 1990
High School Graduate
Williams & Williams Real Estate Auction March 2014 - Present
Williams & Williams August 2012 - September 2013
Williams & Williams Worldwide Real Estate Auction May 2011 - August 2012
Williams & Williams Real Estate Auction August 2007 - May 2011
HSBC April 2004 - April 2007
Beneficial/HFC/HSBC March 2002 - April 2007
Skills
Leadership, Marketing, Sales, Real Estate, Mortgage Lending, Loans, Sales Management, New Business Development, REO, Risk Management, Real Estate Transactions, Credit, Training, Management, Contract Negotiation, Corporate Finance, Consumer Lending, Department Budgeting, Operating Budgets, Talent Scouting, Talent Developer, Loss Mitigation, Performance Management, Customer Service, Program Management, Budgets, Finance, Operations Management, Problem Solving, Sales Operations, Team Building, Teamwork
Education
University of Oklahoma 1991 — 1995
Bachelor of Arts, Communication
Shawnee High School 1986 — 1990
High School Graduate
Graham Mellen Graham Mellen's HSBC Experience June 2005 - August 2005
Job Business Development & Partnerships at Sailo
Industry Financial Services
Experience
Sailo June 2015 - Present
Goto Capital Markets February 2013 - February 2015
Macquarie Capital (USA) Inc. December 2009 - September 2011
Banc of America Securities July 2007 - February 2009
Banc of America Securities June 2006 - July 2007
HSBC June 2005 - August 2005
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Financial Analysis, High Yield, Leveraged Finance, Leveraged Lending, Pitch Books, Sailing, High Grade, Bond Markets, Valuation, Structured Finance, Corporate Finance, Fixed Income, Private Equity, Financial Modeling, Credit Risk, Investments, Equities, Due Diligence
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate
Sailo June 2015 - Present
Goto Capital Markets February 2013 - February 2015
Macquarie Capital (USA) Inc. December 2009 - September 2011
Banc of America Securities July 2007 - February 2009
Banc of America Securities June 2006 - July 2007
HSBC June 2005 - August 2005
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Financial Analysis, High Yield, Leveraged Finance, Leveraged Lending, Pitch Books, Sailing, High Grade, Bond Markets, Valuation, Structured Finance, Corporate Finance, Fixed Income, Private Equity, Financial Modeling, Credit Risk, Investments, Equities, Due Diligence
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate
Gerlinde Brixius's HSBC Experience February 2014 - Present
Job Vice President at HSBC
Industry Banking
Experience
HSBC February 2014 - Present
JPMorgan Chase February 2005 - January 2014
EU-China Trade Project April 1998 - May 2003
BNP Paribas April 1990 - May 1994
Drew & Napier LLC July 1989 - April 1990
Education
Pantheon-Sorbonne (Paris) - School of Law
Master’s Degree, International Business Law & Taxation
HSBC February 2014 - Present
JPMorgan Chase February 2005 - January 2014
EU-China Trade Project April 1998 - May 2003
BNP Paribas April 1990 - May 1994
Drew & Napier LLC July 1989 - April 1990
Education
Pantheon-Sorbonne (Paris) - School of Law
Master’s Degree, International Business Law & Taxation
Cardie Hildt Cardie Hildt's HSBC Experience 1990 - 1995
Job Marketing Analyst at LP Building Products
Industry Building Materials
Experience
LP Building Products January 2014 - Present
GeoDesign, Inc. January 2007 - October 2013
Mazzetti Nash Lipsey Burch January 2006 - January 2007
CONESTOGA COPIERS, INC. May 2002 - June 2005
Arthur Andersen January 1997 - May 2001
HSBC 1990 - 1995
Skills
project management, Team Building, Facilities Management, Disaster Recovery, Records Management, Contract Negotiation, General Insurance, Purchase Management, Operating Budgets, Process Improvement, Project Management, Training, Leadership, Budgets
Education
University of Oregon 1979 — 1983
BA, French
Universite de Poitiers
LP Building Products January 2014 - Present
GeoDesign, Inc. January 2007 - October 2013
Mazzetti Nash Lipsey Burch January 2006 - January 2007
CONESTOGA COPIERS, INC. May 2002 - June 2005
Arthur Andersen January 1997 - May 2001
HSBC 1990 - 1995
Skills
project management, Team Building, Facilities Management, Disaster Recovery, Records Management, Contract Negotiation, General Insurance, Purchase Management, Operating Budgets, Process Improvement, Project Management, Training, Leadership, Budgets
Education
University of Oregon 1979 — 1983
BA, French
Universite de Poitiers
Zulqar Nain's HSBC Experience March 2014 - Present
Job Business Relationship Manager
Industry Banking
Experience
HSBC March 2014 - Present
JPMorgan Chase March 2011 - February 2014
JPMorgan Chase March 2009 - March 2011
Kensington Financial Management Consultants Ltd September 2005 - November 2008
Skills
Banking, Credit, Loans, Credit Analysis, Financial Services, Mortgage Lending, Risk Management, Analysis, Commercial Banking, Finance, Financial Risk, Management, Portfolio Management, CRM, Insurance, Sales, Relationship Management, Retail Banking, Credit Risk, Commercial Lending, Cross Selling, Leadership, Cash Management, Small Business Lending, Consumer Lending, Financial Analysis, Loan Origination, Wealth Management, Lines Of Credit, Business Analysis, Team Management, Anti Money Laundering, Marketing, Payments, Credit Cards, Investments
Education
University of Peshawar 1998 — 2001
Master of Business Administration (MBA), Marketing
University of Peshawar 1996 — 1998
Bachelor of Arts (BA), Law
HSBC March 2014 - Present
JPMorgan Chase March 2011 - February 2014
JPMorgan Chase March 2009 - March 2011
Kensington Financial Management Consultants Ltd September 2005 - November 2008
Skills
Banking, Credit, Loans, Credit Analysis, Financial Services, Mortgage Lending, Risk Management, Analysis, Commercial Banking, Finance, Financial Risk, Management, Portfolio Management, CRM, Insurance, Sales, Relationship Management, Retail Banking, Credit Risk, Commercial Lending, Cross Selling, Leadership, Cash Management, Small Business Lending, Consumer Lending, Financial Analysis, Loan Origination, Wealth Management, Lines Of Credit, Business Analysis, Team Management, Anti Money Laundering, Marketing, Payments, Credit Cards, Investments
Education
University of Peshawar 1998 — 2001
Master of Business Administration (MBA), Marketing
University of Peshawar 1996 — 1998
Bachelor of Arts (BA), Law
laurie holliday laurie holliday's HSBC Experience March 2004 - May 2012
Job Manager, Knowledge Management at Capital One
Industry Financial Services
Experience
Capital One May 2012 - Present
HSBC March 2004 - May 2012
Timberline Software March 2000 - February 2004
Skills
Management, Communication, Business Analysis, Process Improvement, Business Process..., Financial Services, Banking, Project Management, Credit Cards, Editing, Call Centers, Credit, Risk Management, Vendor Management, Leadership, Relationship Management, Customer Service, Program Management
Education
University of Oregon
B.S., Communications
Capital One May 2012 - Present
HSBC March 2004 - May 2012
Timberline Software March 2000 - February 2004
Skills
Management, Communication, Business Analysis, Process Improvement, Business Process..., Financial Services, Banking, Project Management, Credit Cards, Editing, Call Centers, Credit, Risk Management, Vendor Management, Leadership, Relationship Management, Customer Service, Program Management
Education
University of Oregon
B.S., Communications
Holly Robertson's HSBC Experience December 2013 - September 2015
Job Product Manager at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking September 2015 - Present
HSBC December 2013 - September 2015
HSBC October 2012 - December 2013
HSBC September 2011 - January 2013
HSBC September 2012 - December 2012
HSBC May 2012 - August 2012
Skills
Retail Banking, Commercial Banking, Banking, Relationship Management, Portfolio Management, Financial Services, Finance, Cross Selling, Consumer Lending, Loans, Mortgage Lending, Commercial Lending, Branch Banking, New Business Development, Marketing Communications, Marketing, Product Marketing, Email Marketing, Direct Marketing, Communication Skills, Corporate Communications, Strategic Communications, Managing Agency..., Agency Coordination, Financial Analysis, Management, Business Relationship..., Strategy, Project Management, Marketing Strategy, Digital Marketing, Stakeholder Management
Education
IFS School of Finance 2011 — 2013
Bachelor of Science (B.Sc.), Banking Practice and Management
University of Nottingham 2008 — 2011
Bachelor of Science (B.Sc.), Psychology
HSBC Commercial Banking September 2015 - Present
HSBC December 2013 - September 2015
HSBC October 2012 - December 2013
HSBC September 2011 - January 2013
HSBC September 2012 - December 2012
HSBC May 2012 - August 2012
Skills
Retail Banking, Commercial Banking, Banking, Relationship Management, Portfolio Management, Financial Services, Finance, Cross Selling, Consumer Lending, Loans, Mortgage Lending, Commercial Lending, Branch Banking, New Business Development, Marketing Communications, Marketing, Product Marketing, Email Marketing, Direct Marketing, Communication Skills, Corporate Communications, Strategic Communications, Managing Agency..., Agency Coordination, Financial Analysis, Management, Business Relationship..., Strategy, Project Management, Marketing Strategy, Digital Marketing, Stakeholder Management
Education
IFS School of Finance 2011 — 2013
Bachelor of Science (B.Sc.), Banking Practice and Management
University of Nottingham 2008 — 2011
Bachelor of Science (B.Sc.), Psychology
Mehedi Zakir Mehedi Zakir's HSBC Experience March 2012 - June 2013
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
HSBC Global Banking and Markets June 2015 - Present
The Wharton School July 2013 - Present
HSBC Global Banking and Markets June 2014 - August 2014
HSBC March 2012 - June 2013
HSBC June 2009 - February 2012
Standard Chartered Bank June 2008 - May 2009
Skills
Banking, Financial Analysis, Financial Risk, Risk Management, Business Strategy, Cross Selling, Commercial Banking, Negotiation, Relationship Management, MIS, Foreign Exchange, Interest Rate..., DCM, Strategic Financial..., Valuation, Finance, Corporate Finance, Investment Banking, Foreign Currency..., Business Planning, Economic Policy, Equities, Leadership, Capital Markets, Fixed Income, Loans, Structured Finance, Project Finance, Financial Markets, Bloomberg, Cash Management, Financial Services, Derivatives, Equity Research, Investments, Treasury Management, Emerging Markets, FX Options, Management, Financial Structuring, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Institute of Business Administration, Bangladesh 2004 — 2008
Bachelor of Business Administration, Finance & Marketing
Notre Dame College, Dhaka 2001 — 2003
Higher Secondary School Certificate, Science
HSBC Global Banking and Markets June 2015 - Present
The Wharton School July 2013 - Present
HSBC Global Banking and Markets June 2014 - August 2014
HSBC March 2012 - June 2013
HSBC June 2009 - February 2012
Standard Chartered Bank June 2008 - May 2009
Skills
Banking, Financial Analysis, Financial Risk, Risk Management, Business Strategy, Cross Selling, Commercial Banking, Negotiation, Relationship Management, MIS, Foreign Exchange, Interest Rate..., DCM, Strategic Financial..., Valuation, Finance, Corporate Finance, Investment Banking, Foreign Currency..., Business Planning, Economic Policy, Equities, Leadership, Capital Markets, Fixed Income, Loans, Structured Finance, Project Finance, Financial Markets, Bloomberg, Cash Management, Financial Services, Derivatives, Equity Research, Investments, Treasury Management, Emerging Markets, FX Options, Management, Financial Structuring, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Institute of Business Administration, Bangladesh 2004 — 2008
Bachelor of Business Administration, Finance & Marketing
Notre Dame College, Dhaka 2001 — 2003
Higher Secondary School Certificate, Science
Oliver Schweizer Oliver Schweizer's HSBC Experience October 2012 - December 2013
Job Senior Consultant | Ernst & Young Financial Crimes Practice
Industry Financial Services
Experience
EY August 2015 - Present
Deloitte January 2014 - August 2015
HSBC October 2012 - December 2013
HSBC August 2011 - October 2012
Capital One July 2008 - July 2011
Skills
AML, Analytics, Private Banking, Data Analysis, Risk Management, Commercial Banking, Banking, Microsoft Office, Interviews, Financial Services, Financial Risk, Financial Institutions, Bank Secrecy Act, Portfolio Management, Blogging, Project Management, Public Speaking, Process Improvement, Credit Cards, Outstanding time..., OFAC, People-oriented, Gap Analysis, Risk Assessment, Passion for Helping..., Community Outreach, Community Service, Strategic Consulting, Project Planning, Project Delivery
Education
University of Oregon 2001 — 2007
Bachelor of Arts (B.A.), Political Science and Government
University of Oregon
EY August 2015 - Present
Deloitte January 2014 - August 2015
HSBC October 2012 - December 2013
HSBC August 2011 - October 2012
Capital One July 2008 - July 2011
Skills
AML, Analytics, Private Banking, Data Analysis, Risk Management, Commercial Banking, Banking, Microsoft Office, Interviews, Financial Services, Financial Risk, Financial Institutions, Bank Secrecy Act, Portfolio Management, Blogging, Project Management, Public Speaking, Process Improvement, Credit Cards, Outstanding time..., OFAC, People-oriented, Gap Analysis, Risk Assessment, Passion for Helping..., Community Outreach, Community Service, Strategic Consulting, Project Planning, Project Delivery
Education
University of Oregon 2001 — 2007
Bachelor of Arts (B.A.), Political Science and Government
University of Oregon
Tonya Underwood's HSBC Experience January 2003 - June 2008
Job
Industry Financial Services
Experience
CIT Bank October 2007 - Present
HSBC January 2003 - June 2008
First Diversity Mortgage June 2006 - May 2008
AT&T (Formerly Bellsouth) October 2005 - June 2006
Skills
Mortgage Servicing, Mortgage Lending, Finance, Collections, Microsoft Office, Microsoft Excel, Management
Education
University of Phoenix 2010 — 2011
Assoicates, Business Administration, Management and Operations
CIT Bank October 2007 - Present
HSBC January 2003 - June 2008
First Diversity Mortgage June 2006 - May 2008
AT&T (Formerly Bellsouth) October 2005 - June 2006
Skills
Mortgage Servicing, Mortgage Lending, Finance, Collections, Microsoft Office, Microsoft Excel, Management
Education
University of Phoenix 2010 — 2011
Assoicates, Business Administration, Management and Operations
Sahiba Sachdeva Sahiba Sachdeva's HSBC Experience June 2009 - July 2009
Job Deployment Strategist at Palantir
Industry Computer Software
Experience
Palantir Technologies January 2015 - Present
PwC August 2012 - December 2014
C-Quest Capital June 2011 - August 2011
The QED Group, LLC July 2010 - August 2010
Foreign Policy Research Institute January 2010 - May 2010
HSBC June 2009 - July 2009
Skills
Research, Economics, Spanish, International..., Financial Analysis, International Relations, Oracle PL/SQL..., Microsoft SQL Server, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Stata, Social Media, Statistics, Analytics, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Economics, International Relations (Hon.), Magna cum Laude
ABA 2007 — 2008
International Baccalaureate
Palantir Technologies January 2015 - Present
PwC August 2012 - December 2014
C-Quest Capital June 2011 - August 2011
The QED Group, LLC July 2010 - August 2010
Foreign Policy Research Institute January 2010 - May 2010
HSBC June 2009 - July 2009
Skills
Research, Economics, Spanish, International..., Financial Analysis, International Relations, Oracle PL/SQL..., Microsoft SQL Server, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Stata, Social Media, Statistics, Analytics, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Economics, International Relations (Hon.), Magna cum Laude
ABA 2007 — 2008
International Baccalaureate
Dave Bhagat Dave Bhagat's HSBC Experience 1992 - 1997
Job Managing Director, Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank June 2005 - Present
Online ecommerce company 2001 - 2004
Counterpoint Capital, LLC 2000 - 2001
Chase Manhattan Bank, N.A. 1997 - 2000
HSBC 1992 - 1997
Citibank, N.A. 1986 - 1992
Skills
Risk Management, Derivatives, Finance, Fixed Income, Capital Markets, Equities, Trading, Foreign Exchange, FX Options, FX trading, Portfolio Management, Business Strategy, Market Risk, Trading Systems, Strategic Financial..., Financial Markets, Hedging, Financial Services, Proprietary Trading, Currency, Financial Risk, Interest Rate..., Options, Banking, Financial Modeling, Investments, Private Equity, Venture Capital, Start-ups, Investment Banking, Management, Financial Analysis, Securities, Corporate Finance
Education
University of Pennsylvania - The Wharton School
MBA
Silicon Valley Bank June 2005 - Present
Online ecommerce company 2001 - 2004
Counterpoint Capital, LLC 2000 - 2001
Chase Manhattan Bank, N.A. 1997 - 2000
HSBC 1992 - 1997
Citibank, N.A. 1986 - 1992
Skills
Risk Management, Derivatives, Finance, Fixed Income, Capital Markets, Equities, Trading, Foreign Exchange, FX Options, FX trading, Portfolio Management, Business Strategy, Market Risk, Trading Systems, Strategic Financial..., Financial Markets, Hedging, Financial Services, Proprietary Trading, Currency, Financial Risk, Interest Rate..., Options, Banking, Financial Modeling, Investments, Private Equity, Venture Capital, Start-ups, Investment Banking, Management, Financial Analysis, Securities, Corporate Finance
Education
University of Pennsylvania - The Wharton School
MBA
Hillary Ripley's HSBC Experience 1996 - 1999
Job Vice President Business Development
Industry Investment Management
Experience
IFM Investors, LLC April 2012 - Present
J.C. Flowers & Co. LLC February 2009 - October 2010
Fortress Investment Group 2006 - 2009
Bassini Playfair Wright 2004 - 2006
JPMorgan Chase 2002 - 2004
JP MORGAN CHASE 2002 - 2004
HSBC 1996 - 1999
Skills
Private Equity, Investments, Alternative Investments, Portfolio Management, Equities, Investor Relations, Business Development, Marketing, Hedge Funds, Valuation, Fixed Income, Capital Markets, Due Diligence, Financial Modeling, Asset Management, Mergers & Acquisitions, Financial Services, Emerging Markets, Start-ups, Venture Capital, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance / Investment Management
University of Pennsylvania 1986 — 1989
Bachelor's degree, English Language and Literature/Letters
The Nightingale-Bamford School 1984 — 1986
Fieldston 1980 — 1984
IFM Investors, LLC April 2012 - Present
J.C. Flowers & Co. LLC February 2009 - October 2010
Fortress Investment Group 2006 - 2009
Bassini Playfair Wright 2004 - 2006
JPMorgan Chase 2002 - 2004
JP MORGAN CHASE 2002 - 2004
HSBC 1996 - 1999
Skills
Private Equity, Investments, Alternative Investments, Portfolio Management, Equities, Investor Relations, Business Development, Marketing, Hedge Funds, Valuation, Fixed Income, Capital Markets, Due Diligence, Financial Modeling, Asset Management, Mergers & Acquisitions, Financial Services, Emerging Markets, Start-ups, Venture Capital, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance / Investment Management
University of Pennsylvania 1986 — 1989
Bachelor's degree, English Language and Literature/Letters
The Nightingale-Bamford School 1984 — 1986
Fieldston 1980 — 1984
Krystin Spellman's HSBC Experience February 2015 - Present
Job Regional Head of Workflow & Imaging Americas at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
HSBC July 2010 - Present
HSBC January 2006 - July 2010
HSBC January 2003 - 2006
Skills
Program Management, Project Management, Project Delivery, Telecommunications..., Contract Management, Strategic Planning, Business Strategy, Business Analytics, International Project..., International Logistics, Global Sourcing, Global Operations, Global Strategy, Global Staff Management, Management, Team Management, Relationship Management
Education
University of Oregon 1996 — 2000
Bachelor of Arts (B.A.), Comparative Literature
University of Oregon 1996 — 2000
Bachelor of Arts (B.A.), Sociology
HSBC February 2015 - Present
HSBC July 2010 - Present
HSBC January 2006 - July 2010
HSBC January 2003 - 2006
Skills
Program Management, Project Management, Project Delivery, Telecommunications..., Contract Management, Strategic Planning, Business Strategy, Business Analytics, International Project..., International Logistics, Global Sourcing, Global Operations, Global Strategy, Global Staff Management, Management, Team Management, Relationship Management
Education
University of Oregon 1996 — 2000
Bachelor of Arts (B.A.), Comparative Literature
University of Oregon 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Clémence viaud Clémence viaud's HSBC Experience August 2010 - August 2010
Job Student at University of Chicago Law School
Industry Law Practice
Experience
The Law Offices of David M. Sternfield August 2011 - July 2012
HSBC August 2010 - August 2010
FIDAL May 2009 - May 2009
Skills
Legal Research, Corporate Law
Education
The University of Chicago 2013 — 2014
Master of Laws (LLM), Law
Université Panthéon Sorbonne (Paris I) 2012 — 2013
Master's degree (Master 2) in American and English Business Law, Law, Magna cume laude/Mention bien
Université Panthéon Sorbonne (Paris I) 2010 — 2011
First year of master degree (Master 1) in International Business Law, Law, Cum laude/Mention assez bien
Université de Nantes 2007 — 2010
Bachelor's degree in Law, Economics, Management - Law Major, Law, Magna cum laude/Mention bien
The Law Offices of David M. Sternfield August 2011 - July 2012
HSBC August 2010 - August 2010
FIDAL May 2009 - May 2009
Skills
Legal Research, Corporate Law
Education
The University of Chicago 2013 — 2014
Master of Laws (LLM), Law
Université Panthéon Sorbonne (Paris I) 2012 — 2013
Master's degree (Master 2) in American and English Business Law, Law, Magna cume laude/Mention bien
Université Panthéon Sorbonne (Paris I) 2010 — 2011
First year of master degree (Master 1) in International Business Law, Law, Cum laude/Mention assez bien
Université de Nantes 2007 — 2010
Bachelor's degree in Law, Economics, Management - Law Major, Law, Magna cum laude/Mention bien
Dale E Hayes Dale E Hayes's HSBC Experience March 1996 - April 2011
Job Changing the world one idea at a time.
Industry Information Technology and Services
Experience
Open 2013 - Present
Count Me In / Skywire media November 2012 - April 2013
City News Local July 2011 - June 2012
HSBC March 1996 - April 2011
Skills
Budgets, PeopleSoft, HRIS, Succession Planning, Taleo, Microsoft Office, VICI Dailer, Spark, Snom Phones, Addwords, Internet Marketing, Internt Videos, Blogging, Business, Payroll, Web Marketing, Business Process, Workforce Planning, Deferred Compensation, Management, Onboarding, Risk Management, Recruiting, SAP HR, Benefits Administration, HR Policies, HR Transformation, Interviews, Job Evaluation, Banking, Performance Appraisal, Personnel Management, Talent Acquisition, Organizational..., Labor Relations, Shared Services, Job Analysis, New Hire Orientations, Remuneration, Training, Job Descriptions, Compensation & Benefit, College Recruiting, Applicant Tracking..., Strategic HR, HR Consulting, Organizational Design, Technical Writing, Technical Leadership, Technical Support
Education
University of Phoenix 1999 — 2011
B.A, Business Administration
Renton Tech College 1989 — 1990
In, Network Eng
Open 2013 - Present
Count Me In / Skywire media November 2012 - April 2013
City News Local July 2011 - June 2012
HSBC March 1996 - April 2011
Skills
Budgets, PeopleSoft, HRIS, Succession Planning, Taleo, Microsoft Office, VICI Dailer, Spark, Snom Phones, Addwords, Internet Marketing, Internt Videos, Blogging, Business, Payroll, Web Marketing, Business Process, Workforce Planning, Deferred Compensation, Management, Onboarding, Risk Management, Recruiting, SAP HR, Benefits Administration, HR Policies, HR Transformation, Interviews, Job Evaluation, Banking, Performance Appraisal, Personnel Management, Talent Acquisition, Organizational..., Labor Relations, Shared Services, Job Analysis, New Hire Orientations, Remuneration, Training, Job Descriptions, Compensation & Benefit, College Recruiting, Applicant Tracking..., Strategic HR, HR Consulting, Organizational Design, Technical Writing, Technical Leadership, Technical Support
Education
University of Phoenix 1999 — 2011
B.A, Business Administration
Renton Tech College 1989 — 1990
In, Network Eng
Gerry Delatorre, Jr. Gerry Delatorre, Jr.'s HSBC Experience November 2005 - February 2008
Job Asset Recovery Department Manager at Challenge Financial Services
Industry Automotive
Experience
Challenge Financial December 2009 - Present
ACC Consumer Finance March 2008 - November 2009
HSBC November 2005 - February 2008
Challenge Financial February 2004 - September 2005
ADESA May 2002 - November 2003
Onyx Acceptance Corporation January 2001 - April 2002
Conseco Financial Group November 1999 - December 2000
Americredit Finance Incorporated May 1998 - October 1999
Accelerated Bureau of Collections July 1997 - April 1998
Skills
Leadership, Management, Finance, Team Building, Loans, Business Intelligence, Customer Service, Credit, Spanish, Credit Analysis, Credit Risk, Loss Mitigation, Portfolio Management, Credit Cards, Banking, Consumer Lending, Risk Management, Financial Risk, Financial Services, Loan Origination, Operational Risk, Commercial Lending
Education
University of Phoenix-San Diego Campus 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Challenge Financial December 2009 - Present
ACC Consumer Finance March 2008 - November 2009
HSBC November 2005 - February 2008
Challenge Financial February 2004 - September 2005
ADESA May 2002 - November 2003
Onyx Acceptance Corporation January 2001 - April 2002
Conseco Financial Group November 1999 - December 2000
Americredit Finance Incorporated May 1998 - October 1999
Accelerated Bureau of Collections July 1997 - April 1998
Skills
Leadership, Management, Finance, Team Building, Loans, Business Intelligence, Customer Service, Credit, Spanish, Credit Analysis, Credit Risk, Loss Mitigation, Portfolio Management, Credit Cards, Banking, Consumer Lending, Risk Management, Financial Risk, Financial Services, Loan Origination, Operational Risk, Commercial Lending
Education
University of Phoenix-San Diego Campus 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
James Lachman's HSBC Experience December 2006 - December 2007
Job AVP, Marketing Project Manager at Bank of the West
Industry Marketing and Advertising
Experience
Bank of the West April 2011 - Present
Eagle Community Credit Union May 2010 - April 2011
Rivermark Community Credit Union September 2008 - March 2010
Alder Business Services, INC April 2008 - September 2008
HSBC December 2006 - December 2007
Skills
Advertising, Editing, Social Media, Marketing, Project Management, Online Advertising, Email Marketing, Marketing Communications, Customer Service, Account Management, Social Media Marketing, PowerPoint, Public Relations, Event Planning, Marketing Strategy, Copywriting, Strategy, Digital Marketing, Integrated Marketing, Marketing Management, Digital Media, Direct Mail, Internal Communications
Education
University of Oregon 2002 — 2006
B.A., Journalism and Communications: Creative Advertising
Bank of the West April 2011 - Present
Eagle Community Credit Union May 2010 - April 2011
Rivermark Community Credit Union September 2008 - March 2010
Alder Business Services, INC April 2008 - September 2008
HSBC December 2006 - December 2007
Skills
Advertising, Editing, Social Media, Marketing, Project Management, Online Advertising, Email Marketing, Marketing Communications, Customer Service, Account Management, Social Media Marketing, PowerPoint, Public Relations, Event Planning, Marketing Strategy, Copywriting, Strategy, Digital Marketing, Integrated Marketing, Marketing Management, Digital Media, Direct Mail, Internal Communications
Education
University of Oregon 2002 — 2006
B.A., Journalism and Communications: Creative Advertising
Nicole Van Gasse Nicole Van Gasse's HSBC Experience June 2007 - September 2007
Job Senior Finance Manager at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce October 2014 - Present
Walmart.com March 2013 - October 2014
Nike November 2011 - February 2013
Athena Volleyball Academy 2010 - 2012
Nike August 2009 - October 2011
Nike July 2007 - August 2009
HSBC June 2007 - September 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, SAP, SAP BW, Communication, Development Of Employees, Variance Analysis, KPI Reports, Budget Process, Cross-functional Team..., Strategy, Business Valuation, Corporate Finance, Capital Budgeting, Forecasting, Strategic Financial..., Integration, Microsoft Excel, Analysis, Management, Finance, Accounting, Valuation, Project Planning, Budgets, Financial Forecasting, Financial Accounting, E-commerce, Cost Accounting, Competitive Analysis, Supply Chain Management, Pricing, Essbase, Microsoft Office, Retail, Cognos, Data Analysis, Managerial Finance, Leadership, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Operations Management
University of Oregon 2002 — 2007
B.S & B.A., Finance & International Studies
Walmart eCommerce October 2014 - Present
Walmart.com March 2013 - October 2014
Nike November 2011 - February 2013
Athena Volleyball Academy 2010 - 2012
Nike August 2009 - October 2011
Nike July 2007 - August 2009
HSBC June 2007 - September 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, SAP, SAP BW, Communication, Development Of Employees, Variance Analysis, KPI Reports, Budget Process, Cross-functional Team..., Strategy, Business Valuation, Corporate Finance, Capital Budgeting, Forecasting, Strategic Financial..., Integration, Microsoft Excel, Analysis, Management, Finance, Accounting, Valuation, Project Planning, Budgets, Financial Forecasting, Financial Accounting, E-commerce, Cost Accounting, Competitive Analysis, Supply Chain Management, Pricing, Essbase, Microsoft Office, Retail, Cognos, Data Analysis, Managerial Finance, Leadership, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Operations Management
University of Oregon 2002 — 2007
B.S & B.A., Finance & International Studies
Gary Bonner's HSBC Experience 1999 - 2008
Job Accounting & Financial Analyst
Industry Real Estate
Experience
Oakbrook Village Homeowners Association June 2012 - June 2013
HSBC 1999 - 2008
Consumer Portfolio Services 1997 - 1999
FINOVA Capital Corporation 1996 - 1996
ComMatrix Corporation 1991 - 1993
Memorex Telex 1986 - 1991
Armco Industrial Credit Corp. 1982 - 1985
Crocker Commercial Services 1979 - 1981
Ryan and Miller 1976 - 1978
First National Bank of Boston 1972 - 1976
Skills
Word, Excel, Microsoft Excel, Microsoft Word, Credit, Factoring, Asset Based Lending, Loans, Sales, Banking, SQL, Risk Management, Financial Modeling, Coaching, Finance, Strategic Planning, Consumer Lending, Credit Analysis, Financial Analysis, Portfolio Management, Credit Risk, Investments, Financial Services, Funding, Process Improvement, Business Analysis, Underwriting, Financial Reporting, Negotiation, Leadership, Business Development, Management, Vendor Management, Customer Retention, Training, Team Building, Budgets, Customer Service, Account Management, Marketing, Customer Satisfaction, Cross-functional Team..., Outlook, Project Management, Sales Management, Performance Management, New Business Development, CRM, Marketing Strategy, Program Management
Education
University of Oklahoma - Price College of Business 1968 — 1972
BBA, Finance, Business Law
Oakbrook Village Homeowners Association June 2012 - June 2013
HSBC 1999 - 2008
Consumer Portfolio Services 1997 - 1999
FINOVA Capital Corporation 1996 - 1996
ComMatrix Corporation 1991 - 1993
Memorex Telex 1986 - 1991
Armco Industrial Credit Corp. 1982 - 1985
Crocker Commercial Services 1979 - 1981
Ryan and Miller 1976 - 1978
First National Bank of Boston 1972 - 1976
Skills
Word, Excel, Microsoft Excel, Microsoft Word, Credit, Factoring, Asset Based Lending, Loans, Sales, Banking, SQL, Risk Management, Financial Modeling, Coaching, Finance, Strategic Planning, Consumer Lending, Credit Analysis, Financial Analysis, Portfolio Management, Credit Risk, Investments, Financial Services, Funding, Process Improvement, Business Analysis, Underwriting, Financial Reporting, Negotiation, Leadership, Business Development, Management, Vendor Management, Customer Retention, Training, Team Building, Budgets, Customer Service, Account Management, Marketing, Customer Satisfaction, Cross-functional Team..., Outlook, Project Management, Sales Management, Performance Management, New Business Development, CRM, Marketing Strategy, Program Management
Education
University of Oklahoma - Price College of Business 1968 — 1972
BBA, Finance, Business Law
Michael Charland's HSBC Experience May 2015 - Present
Job Global Markets
Industry Financial Services
Experience
HSBC May 2015 - Present
HSBC September 2013 - May 2015
UBS Investment Bank August 2011 - August 2013
Bank of America Merrill Lynch July 2007 - December 2010
Merrill Lynch November 2005 - July 2007
Premcor Refining January 2005 - November 2005
NYMEX June 2002 - January 2005
Skills
Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
Economics, Political Science
HSBC May 2015 - Present
HSBC September 2013 - May 2015
UBS Investment Bank August 2011 - August 2013
Bank of America Merrill Lynch July 2007 - December 2010
Merrill Lynch November 2005 - July 2007
Premcor Refining January 2005 - November 2005
NYMEX June 2002 - January 2005
Skills
Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
Economics, Political Science
Philip Meads Philip Meads's HSBC Experience October 2006 - September 2008
Job Network Analyst at MNI
Industry Information Technology and Services
Experience
MNI April 2012 - Present
HSBC Bank plc September 2008 - April 2012
HSBC October 2006 - September 2008
HSBC March 2004 - October 2006
HSBC October 2001 - February 2004
HSBC September 1999 - September 2001
Morgan Stanley March 1998 - September 1999
Skills
EIGRP, OSPF, Switches, BGP, Cisco, TCP/IP, CCNA, Network Administration, IP, Firewalls, Network Design, Checkpoint, Cisco IOS, Troubleshooting, WAN, CCNP, Routers, IP Networking, DNS, Routing, Visio, Network Security, Cisco Technologies, ITIL, Data Center, VMware, Security, F5 BigIP, Networking, Infrastructure, IT Service Management
Education
University of Nottingham 1994 — 1997
Bachelor of Engineering (BEng), Mechanical Engineering
Bedford Modern School
MNI April 2012 - Present
HSBC Bank plc September 2008 - April 2012
HSBC October 2006 - September 2008
HSBC March 2004 - October 2006
HSBC October 2001 - February 2004
HSBC September 1999 - September 2001
Morgan Stanley March 1998 - September 1999
Skills
EIGRP, OSPF, Switches, BGP, Cisco, TCP/IP, CCNA, Network Administration, IP, Firewalls, Network Design, Checkpoint, Cisco IOS, Troubleshooting, WAN, CCNP, Routers, IP Networking, DNS, Routing, Visio, Network Security, Cisco Technologies, ITIL, Data Center, VMware, Security, F5 BigIP, Networking, Infrastructure, IT Service Management
Education
University of Nottingham 1994 — 1997
Bachelor of Engineering (BEng), Mechanical Engineering
Bedford Modern School
Nicholas Hann Nicholas Hann's HSBC Experience January 1988 - January 1996
Job Executive Director Infrastructure at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group August 2004 - Present
Macquarie Group January 1996 - July 2004
HSBC January 1988 - January 1996
Skills
Corporate Finance, Due Diligence, Financial Structuring, Infrastructure, Management, Project Finance, Strategic Planning, Contract Negotiation, Mergers
Education
University of Oxford
Master of Economics and Politics
Macquarie Group August 2004 - Present
Macquarie Group January 1996 - July 2004
HSBC January 1988 - January 1996
Skills
Corporate Finance, Due Diligence, Financial Structuring, Infrastructure, Management, Project Finance, Strategic Planning, Contract Negotiation, Mergers
Education
University of Oxford
Master of Economics and Politics
Dan Scheinman Dan Scheinman's HSBC Experience July 2006 - January 2009
Job Corporate Partnership Sales Manager
Industry Sports
Experience
Portland Trail Blazers July 2010 - Present
Pinnacle Capital Mortgage January 2009 - July 2010
HSBC July 2006 - January 2009
Skills
Sports Marketing, Business Networking, Community Engagement, Business Discovery, Strategic Prospecting, Connecting People, Strategic Leadership, Selling, Sales, Sports, Sponsorship, Sales Management, Networking, Public Relations
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science
Portland Trail Blazers July 2010 - Present
Pinnacle Capital Mortgage January 2009 - July 2010
HSBC July 2006 - January 2009
Skills
Sports Marketing, Business Networking, Community Engagement, Business Discovery, Strategic Prospecting, Connecting People, Strategic Leadership, Selling, Sales, Sports, Sponsorship, Sales Management, Networking, Public Relations
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science
Roxanna Dawson's HSBC Experience October 2002 - January 2005
Job CFO
Industry Media Production
Experience
UBS January 2005 - June 2006
HSBC October 2002 - January 2005
Swimwear Model January 1996 - August 2002
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Strategic Consulting, Investments, Portfolio Management, Business Development, Financial Modeling, Coaching, Risk Management, Finance, Business Strategy, Due Diligence, Business Planning, Mergers, Valuation, Banking, Mergers & Acquisitions, Start-ups, Management Consulting, Entrepreneurship, Venture Capital, Management, Analysis, Private Equity, Executive Management, Asset Managment, Strategy, Restructuring, Business Process..., Strategic Planning, Asset Management, Leadership, Financial Reporting, New Business Development, Managerial Finance, Negotiation, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
UBS January 2005 - June 2006
HSBC October 2002 - January 2005
Swimwear Model January 1996 - August 2002
Skills
Corporate Finance, Strategic Financial..., Financial Analysis, Strategic Consulting, Investments, Portfolio Management, Business Development, Financial Modeling, Coaching, Risk Management, Finance, Business Strategy, Due Diligence, Business Planning, Mergers, Valuation, Banking, Mergers & Acquisitions, Start-ups, Management Consulting, Entrepreneurship, Venture Capital, Management, Analysis, Private Equity, Executive Management, Asset Managment, Strategy, Restructuring, Business Process..., Strategic Planning, Asset Management, Leadership, Financial Reporting, New Business Development, Managerial Finance, Negotiation, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
Nicole Hackney's HSBC Experience January 2001 - August 2008
Job DriveTime/GO Financial
Industry Financial Services
Experience
GO Financial August 2015 - Present
DriveTime/GO Financial November 2008 - Present
HSBC January 2001 - August 2008
HSBC April 2002 - August 2004
Bank of America 1995 - 2001
Skills
Competitive Analysis, Call Center, Business Development, Account Management, Automobile, Automotive, Banking, Credit, Credit Analysis, Credit Risk, Customer Retention, Customer Satisfaction, Entrepreneurship, Finance, Forecasting, Leadership, Loans, Loss Mitigation, Management, Negotiation, New Business Development, Operations Management, Portfolio Management, Profit, Process Improvement, Project Planning, Sales, Sales Management, Sales Operations, Sales Process, Selling, Strategy, Team Building, Time Management, Marketing
Education
University of South Florida 2008 — 2013
MSE, Entrepreneurship
University of Phoenix 1998 — 2001
BA, Business Management
GO Financial August 2015 - Present
DriveTime/GO Financial November 2008 - Present
HSBC January 2001 - August 2008
HSBC April 2002 - August 2004
Bank of America 1995 - 2001
Skills
Competitive Analysis, Call Center, Business Development, Account Management, Automobile, Automotive, Banking, Credit, Credit Analysis, Credit Risk, Customer Retention, Customer Satisfaction, Entrepreneurship, Finance, Forecasting, Leadership, Loans, Loss Mitigation, Management, Negotiation, New Business Development, Operations Management, Portfolio Management, Profit, Process Improvement, Project Planning, Sales, Sales Management, Sales Operations, Sales Process, Selling, Strategy, Team Building, Time Management, Marketing
Education
University of South Florida 2008 — 2013
MSE, Entrepreneurship
University of Phoenix 1998 — 2001
BA, Business Management
Peter Davidson's HSBC Experience April 1993 - April 1997
Job Vice Chairman, JetPay Corporation
Industry Banking
Experience
JetPay Corporation October 2010 - Present
Brooks FI Solutions, LLC April 2005 - December 2012
ALIGN fsc 2008 - September 2010
Genpass, division of US Bank April 2002 - September 2006
Speer & Associates April 1997 - April 2002
HSBC April 1993 - April 1997
CoreSates Bank of Delaware 1982 - 1993
Skills
Mergers & Acquisitions, Business Strategy, Credit Cards, Management, Payments, Banking, Strategy, Executive Management, Credit, Strategic Partnerships, Strategic Planning, Financial Services, Start-ups, Marketing, Cross-functional Team..., Debit Cards, Retail Banking
Education
Widener University 1980 — 1981
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 1971 — 1975
JetPay Corporation October 2010 - Present
Brooks FI Solutions, LLC April 2005 - December 2012
ALIGN fsc 2008 - September 2010
Genpass, division of US Bank April 2002 - September 2006
Speer & Associates April 1997 - April 2002
HSBC April 1993 - April 1997
CoreSates Bank of Delaware 1982 - 1993
Skills
Mergers & Acquisitions, Business Strategy, Credit Cards, Management, Payments, Banking, Strategy, Executive Management, Credit, Strategic Partnerships, Strategic Planning, Financial Services, Start-ups, Marketing, Cross-functional Team..., Debit Cards, Retail Banking
Education
Widener University 1980 — 1981
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 1971 — 1975
Debbie Bahr, PMP, CSM, PMI-ACP, MBA's HSBC Experience November 2008 - 2012
Job Program Manager
Industry Financial Services
Experience
SkyBridge Resources January 2015 - June 2015
TEKsystems September 2014 - November 2014
TEKsystems January 2014 - August 2014
Capital One May 2012 - January 2014
HSBC November 2008 - 2012
UPS Supply Chain Solutions 2004 - 2006
Menlo World Wide Logistics 1993 - 2004
Skills
Project Delivery, PMP, Business Process..., Continuous Improvement, Value Driven, Supply Chain, Agile Project Management, Change Management, Integration, Program Management, Project Management, Management, Business Process, Business Analysis, SDLC, Process Improvement, Team Leadership, Leadership, Banking, Project Portfolio..., Software Project..., Enterprise Software, Cross-functional Team..., IT Management, Business Intelligence, IT Strategy, Visio, Vendor Management, Requirements Analysis, Resource Management, Risk Management, Requirements Gathering, Software Documentation, MS Project, Outsourcing, Business Requirements, Agile Methodologies, SharePoint, Governance, Enterprise Architecture, Stakeholder Management, CRM, Process Engineering, ITIL, Data Warehousing, Project Planning, Systems Analysis, Business Process Design, ERP, Quality Assurance
Education
University of Portland 1984 — 1987
Master's degree, Business Administration
Lincoln High School
University of Oregon
Bachelor's degree
SkyBridge Resources January 2015 - June 2015
TEKsystems September 2014 - November 2014
TEKsystems January 2014 - August 2014
Capital One May 2012 - January 2014
HSBC November 2008 - 2012
UPS Supply Chain Solutions 2004 - 2006
Menlo World Wide Logistics 1993 - 2004
Skills
Project Delivery, PMP, Business Process..., Continuous Improvement, Value Driven, Supply Chain, Agile Project Management, Change Management, Integration, Program Management, Project Management, Management, Business Process, Business Analysis, SDLC, Process Improvement, Team Leadership, Leadership, Banking, Project Portfolio..., Software Project..., Enterprise Software, Cross-functional Team..., IT Management, Business Intelligence, IT Strategy, Visio, Vendor Management, Requirements Analysis, Resource Management, Risk Management, Requirements Gathering, Software Documentation, MS Project, Outsourcing, Business Requirements, Agile Methodologies, SharePoint, Governance, Enterprise Architecture, Stakeholder Management, CRM, Process Engineering, ITIL, Data Warehousing, Project Planning, Systems Analysis, Business Process Design, ERP, Quality Assurance
Education
University of Portland 1984 — 1987
Master's degree, Business Administration
Lincoln High School
University of Oregon
Bachelor's degree
Caroline Morrill's HSBC Experience 2004 - 2007
Job Financial Services Professional, Investment Banking/Sales and Trading/Marketing Expertise
Industry Financial Services
Experience
HSBC 2004 - 2007
Morgan Stanley 1996 - 2003
Credit Suisse First Boston 1986 - 1996
Skills
Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance
Education
University of Pennsylvania 1982 — 1986
HSBC 2004 - 2007
Morgan Stanley 1996 - 2003
Credit Suisse First Boston 1986 - 1996
Skills
Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance
Education
University of Pennsylvania 1982 — 1986
Karen D. Young's HSBC Experience March 2014 - Present
Job Head of Regulatory Compliance, Commercial Bank, Canada at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking November 2014 - Present
HSBC March 2014 - Present
Hilary Weaver Entertainment November 2007 - Present
ADR Chambers Banking Ombuds Office July 2013 - February 2014
HSBC June 2013 - February 2014
The Equitable Trust Company May 2011 - April 2013
Chartis Insurance October 2007 - March 2011
Bank of Montreal February 2007 - October 2007
Dundee Wealth Bank January 2005 - November 2006
TD Bank 2003 - 2005
Skills
Compliance, Privacy, Financial Services..., Risk Management, Corporate Governance, Banking, Governance, Licensing, Risk Assessment, Operational Risk..., Insurance, Contract Negotiation, Enterprise Risk..., Legal, Privacy Law, Financial Risk, Policy, AML, Management, Mergers & Acquisitions, Financial Services, Strategy, Due Diligence, Training, Legal Writing, Internal Audit, Financial Regulation, Business Strategy, Start-ups, Business Process, Project Management, Analysis, Executive Management, Strategic Planning, Negotiation
Education
University of Ottawa 1981 — 1984
LLB, Law
Baeyerische Maximilius Universitaet 1977 — 1978
year abroad, German
University of Toronto 1974 — 1977
BA, French, German and Italian
HSBC Commercial Banking November 2014 - Present
HSBC March 2014 - Present
Hilary Weaver Entertainment November 2007 - Present
ADR Chambers Banking Ombuds Office July 2013 - February 2014
HSBC June 2013 - February 2014
The Equitable Trust Company May 2011 - April 2013
Chartis Insurance October 2007 - March 2011
Bank of Montreal February 2007 - October 2007
Dundee Wealth Bank January 2005 - November 2006
TD Bank 2003 - 2005
Skills
Compliance, Privacy, Financial Services..., Risk Management, Corporate Governance, Banking, Governance, Licensing, Risk Assessment, Operational Risk..., Insurance, Contract Negotiation, Enterprise Risk..., Legal, Privacy Law, Financial Risk, Policy, AML, Management, Mergers & Acquisitions, Financial Services, Strategy, Due Diligence, Training, Legal Writing, Internal Audit, Financial Regulation, Business Strategy, Start-ups, Business Process, Project Management, Analysis, Executive Management, Strategic Planning, Negotiation
Education
University of Ottawa 1981 — 1984
LLB, Law
Baeyerische Maximilius Universitaet 1977 — 1978
year abroad, German
University of Toronto 1974 — 1977
BA, French, German and Italian
Vicky Sham, CFA's HSBC Experience September 2008 - December 2010
Job VP Seeking High Yield Capital Markets / Leveraged Finance Opportunities in New York
Industry Financial Services
Experience
Seeking High Yield Capital Markets/ Leveraged Finance Opportunities in New York Associate Director, Acquisition FinanceLloyds Banking GroupJanuary 2015 - July 2015
BNP Paribas January 2013 - December 2014
BNP Paribas December 2010 - January 2013
HSBC September 2008 - December 2010
HSBC February 2007 - August 2008
HSBC 2004 - 2008
HSBC August 2005 - February 2007
HSBC Bank Canada March 2004 - August 2005
Skills
Financial Modeling, Private Equity, Capital Markets, Portfolio Management, Due Diligence, Credit, Leveraged Finance, Banking, Investments, Finance, Debt Restructuring, Loan Origination, High Yield Bonds, Credit Analysis, Financial Structuring, Credit Risk, Investment Banking, Financial Services
Education
University of Oxford 1999 — 2003
Master's degree, Chemistry
Benenden
CFA Charterholder at CFA Institute
Seeking High Yield Capital Markets/ Leveraged Finance Opportunities in New York Associate Director, Acquisition FinanceLloyds Banking GroupJanuary 2015 - July 2015
BNP Paribas January 2013 - December 2014
BNP Paribas December 2010 - January 2013
HSBC September 2008 - December 2010
HSBC February 2007 - August 2008
HSBC 2004 - 2008
HSBC August 2005 - February 2007
HSBC Bank Canada March 2004 - August 2005
Skills
Financial Modeling, Private Equity, Capital Markets, Portfolio Management, Due Diligence, Credit, Leveraged Finance, Banking, Investments, Finance, Debt Restructuring, Loan Origination, High Yield Bonds, Credit Analysis, Financial Structuring, Credit Risk, Investment Banking, Financial Services
Education
University of Oxford 1999 — 2003
Master's degree, Chemistry
Benenden
CFA Charterholder at CFA Institute
Arnold Bako's HSBC Experience August 1991 - September 1996
Job Credit Analyst at Element Financial Corporation
Industry Investment Banking
Experience
Element Financial Corporation December 2011 - Present
TD October 2011 - December 2011
EcoHome Financial February 2008 - February 2011
Accredited Home Lenders August 2006 - January 2008
Wells Fargo Financial August 2005 - August 2006
DBS Vickers Securities 2002 - 2005
PT. Masindo Arta Securities April 2000 - May 2002
PT. BANK NEGARA INDONESIA (Persero) Tbk. March 1998 - March 2000
UBS September 1996 - March 1998
HSBC August 1991 - September 1996
Skills
Securities, Credit, Capital Markets, Financial Analysis, Trading, Funding, Loans, Investments, Mortgage Lending, Bonds, Mutual Funds, Portfolio Management, Accounting, Banking
Education
University of Oregon 1984 — 1986
M.A., International Studies
University of Oregon 1981 — 1984
B.A., Economics
International School Manila 1971 — 1981
High School Diploma/ IB (International Baccalaureate) Diploma/ Honours
Element Financial Corporation December 2011 - Present
TD October 2011 - December 2011
EcoHome Financial February 2008 - February 2011
Accredited Home Lenders August 2006 - January 2008
Wells Fargo Financial August 2005 - August 2006
DBS Vickers Securities 2002 - 2005
PT. Masindo Arta Securities April 2000 - May 2002
PT. BANK NEGARA INDONESIA (Persero) Tbk. March 1998 - March 2000
UBS September 1996 - March 1998
HSBC August 1991 - September 1996
Skills
Securities, Credit, Capital Markets, Financial Analysis, Trading, Funding, Loans, Investments, Mortgage Lending, Bonds, Mutual Funds, Portfolio Management, Accounting, Banking
Education
University of Oregon 1984 — 1986
M.A., International Studies
University of Oregon 1981 — 1984
B.A., Economics
International School Manila 1971 — 1981
High School Diploma/ IB (International Baccalaureate) Diploma/ Honours
Mandana Sheybani's HSBC Experience November 2010 - Present
Job HSBC Bank
Industry Commercial Real Estate
Experience
HSBC November 2010 - Present
Procacci US December 2008 - December 2010
Key Bank Real Estate Capital March 2006 - September 2008
Siemens Medical Systems October 1995 - December 1998
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
University of Washington 1993 — 1995
MSEE, Electrical Engineering
HSBC November 2010 - Present
Procacci US December 2008 - December 2010
Key Bank Real Estate Capital March 2006 - September 2008
Siemens Medical Systems October 1995 - December 1998
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
University of Washington 1993 — 1995
MSEE, Electrical Engineering
Jason Ansley's HSBC Experience 2002 - 2004
Job Human Resouces Manager
Industry Human Resources
Experience
Verifications, Inc. August 2012 - Present
Bank of America Home Loans August 2008 - August 2012
JPMorgan Chase 2004 - 2008
HSBC 2002 - 2004
Nortel Networks 2000 - 2002
Qwest 1999 - 2000
Ameritech Cellular 1994 - 1999
Skills
Sales Process, Banking, Microsoft Office, Financial Analysis, Sales Management, Account Management, Customer Service, Direct Sales, Strategic Planning, Outlook, Salesforce.com, Coaching, Microsoft Excel, Cross-functional Team..., Business Strategy, Project Portfolio..., Risk Management, Credit, SharePoint, Process Improvement, Loans, SaaS, Microsoft Word, Customer Satisfaction, Leadership, Mortgage Lending, Sales, Management, Team Building
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Wayne State University
Verifications, Inc. August 2012 - Present
Bank of America Home Loans August 2008 - August 2012
JPMorgan Chase 2004 - 2008
HSBC 2002 - 2004
Nortel Networks 2000 - 2002
Qwest 1999 - 2000
Ameritech Cellular 1994 - 1999
Skills
Sales Process, Banking, Microsoft Office, Financial Analysis, Sales Management, Account Management, Customer Service, Direct Sales, Strategic Planning, Outlook, Salesforce.com, Coaching, Microsoft Excel, Cross-functional Team..., Business Strategy, Project Portfolio..., Risk Management, Credit, SharePoint, Process Improvement, Loans, SaaS, Microsoft Word, Customer Satisfaction, Leadership, Mortgage Lending, Sales, Management, Team Building
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Wayne State University
Chieko Talbert's HSBC Experience February 2001 - January 2005
Job Inventory Auditor at RGIS
Industry Retail
Experience
RGIS August 2014 - Present
Capital One January 2005 - April 2013
HSBC February 2001 - January 2005
HSBC April 1999 - February 2001
Skills
Microsoft Office, Employee Engagement, Banking, Call Center, Call Centers, Business Analysis, Customer Service, Leadership, Training, Time Management, Software Documentation, Process Improvement, Management, Team Leadership, Troubleshooting, Analysis, Risk Management, Customer Satisfaction, Vendor Management, Program Management, CRM, Team Building
Education
University of Phoenix 2011 — 2013
BSHA/HM, Health Care Administration with concentration in Health Management, 2.75
University of Phoenix 2009 — 2011
AAHCA, Health/Health Care Administration
RGIS August 2014 - Present
Capital One January 2005 - April 2013
HSBC February 2001 - January 2005
HSBC April 1999 - February 2001
Skills
Microsoft Office, Employee Engagement, Banking, Call Center, Call Centers, Business Analysis, Customer Service, Leadership, Training, Time Management, Software Documentation, Process Improvement, Management, Team Leadership, Troubleshooting, Analysis, Risk Management, Customer Satisfaction, Vendor Management, Program Management, CRM, Team Building
Education
University of Phoenix 2011 — 2013
BSHA/HM, Health Care Administration with concentration in Health Management, 2.75
University of Phoenix 2009 — 2011
AAHCA, Health/Health Care Administration
Ed Arnold's HSBC Experience July 2011 - Present
Job Analyst at HSBC
Industry Banking
Experience
HSBC July 2011 - Present
Consulting Company January 2011 - July 2011
U.S. Department of Commerce January 2009 - September 2010
Verizon January 2003 - November 2008
Verizon January 1998 - December 2002
Verizon September 1992 - December 1997
Skills
Access, Excel 2010, MS Project, Crystal Reports, Lotus Notes, Interpersonal Soft..., Interpersonal Skill, Microsoft Excel, Outlook, Business Analysis, Process Improvement, Access, Change Management, Program Management, Analysis, Project Management, Management, Databases, Team Leadership, Strategy, Business Intelligence, Financial Crimes..., Teamwork, Vendor Management, Leadership, Strategic Planning
Education
University of Pennsylvania 2005 — 2015
Master of Philosophy (M.Phil.), Organizational Dynamics and Project and Risk Management, A
University of Pennsylvania 1995 — 1999
Master of Science, Organizational Dynamics
Clarion University
Bachelor of Science, Marketing/Management, and minored in Economics
Saint Joseph’s University
Master of Business Administration, Management Information Systems
HSBC July 2011 - Present
Consulting Company January 2011 - July 2011
U.S. Department of Commerce January 2009 - September 2010
Verizon January 2003 - November 2008
Verizon January 1998 - December 2002
Verizon September 1992 - December 1997
Skills
Access, Excel 2010, MS Project, Crystal Reports, Lotus Notes, Interpersonal Soft..., Interpersonal Skill, Microsoft Excel, Outlook, Business Analysis, Process Improvement, Access, Change Management, Program Management, Analysis, Project Management, Management, Databases, Team Leadership, Strategy, Business Intelligence, Financial Crimes..., Teamwork, Vendor Management, Leadership, Strategic Planning
Education
University of Pennsylvania 2005 — 2015
Master of Philosophy (M.Phil.), Organizational Dynamics and Project and Risk Management, A
University of Pennsylvania 1995 — 1999
Master of Science, Organizational Dynamics
Clarion University
Bachelor of Science, Marketing/Management, and minored in Economics
Saint Joseph’s University
Master of Business Administration, Management Information Systems
Scott Zavack, CFA's HSBC Experience January 2000 - July 2000
Job Director, Alternative Investments Due Diligence at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2010 - Present
Chatham Asset Management July 2009 - March 2010
Ivy Asset Management August 2000 - January 2009
HSBC January 2000 - July 2000
Republic National Bank June 1998 - December 1999
Skills
Due Diligence, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Corporate Finance, Credit, Fixed Income, Investments, Mutual Funds, Relative Value, Capital Markets
Education
University of Pennsylvania - The Wharton School 1994 — 1998
1998, Finance, Accounting
Merrill Lynch March 2010 - Present
Chatham Asset Management July 2009 - March 2010
Ivy Asset Management August 2000 - January 2009
HSBC January 2000 - July 2000
Republic National Bank June 1998 - December 1999
Skills
Due Diligence, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Corporate Finance, Credit, Fixed Income, Investments, Mutual Funds, Relative Value, Capital Markets
Education
University of Pennsylvania - The Wharton School 1994 — 1998
1998, Finance, Accounting
Richard Pastor's HSBC Experience March 2004 - 2011
Job Senior Business Analyst at Capstone Financial Group, Inc. (CAPP)
Industry Real Estate
Experience
Capstone Financial Group, Inc. (CAPP) May 2015 - Present
Pastor Real Estate And Development Inc. August 2004 - Present
HSBC March 2004 - 2011
Skills
Banking, Credit, Financial Analysis, Mortgage Lending, Finance, Credit Analysis, Risk Management, Portfolio Management, Retail Banking, Real Estate, Investments, Capital Markets, Business Development, New Business Development, Business Strategy, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Business Administration and Management, General
Capstone Financial Group, Inc. (CAPP) May 2015 - Present
Pastor Real Estate And Development Inc. August 2004 - Present
HSBC March 2004 - 2011
Skills
Banking, Credit, Financial Analysis, Mortgage Lending, Finance, Credit Analysis, Risk Management, Portfolio Management, Retail Banking, Real Estate, Investments, Capital Markets, Business Development, New Business Development, Business Strategy, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Business Administration and Management, General
John Rosko's HSBC Experience 2004 - 2006
Job Senior Manager of IT Operations and Applications at Transitions Optical
Industry Information Technology and Services
Experience
Transitions Optical January 2014 - Present
Transitions Optical November 2006 - December 2013
HSBC 2004 - 2006
Skills
ERP, Manufacturing, Microsoft Office, Planning, Requirements Analysis, Databases, Medical Devices, Deployment, Budgeting, IT Management, SOX, Compliance, Documentation, Unix, Testing, Strategic Planning, Product Development, Software Installation, Consumer Credit Banking, Oracle, QAD, Accounting Systems, Human Resource Systems, Audit, Regulatory Reporting..., Controller, Treasury Management, Credit Card Systems, Accounting Management, Project Management, FDR, Accounting System, Budgets, Integration, Credit Cards, Sarbanes-Oxley Act, Project Planning, Auditing, Process Improvement, Business Analysis, IT Strategy, HRIS, Business Process, Disaster Recovery, Software Project..., Troubleshooting, System Deployment, Software Documentation, Vendor Management, MS Project
Education
University of Pennsylvania 1987 — 1990
Masters Degree, Organizational Management and Systems
Transitions Optical January 2014 - Present
Transitions Optical November 2006 - December 2013
HSBC 2004 - 2006
Skills
ERP, Manufacturing, Microsoft Office, Planning, Requirements Analysis, Databases, Medical Devices, Deployment, Budgeting, IT Management, SOX, Compliance, Documentation, Unix, Testing, Strategic Planning, Product Development, Software Installation, Consumer Credit Banking, Oracle, QAD, Accounting Systems, Human Resource Systems, Audit, Regulatory Reporting..., Controller, Treasury Management, Credit Card Systems, Accounting Management, Project Management, FDR, Accounting System, Budgets, Integration, Credit Cards, Sarbanes-Oxley Act, Project Planning, Auditing, Process Improvement, Business Analysis, IT Strategy, HRIS, Business Process, Disaster Recovery, Software Project..., Troubleshooting, System Deployment, Software Documentation, Vendor Management, MS Project
Education
University of Pennsylvania 1987 — 1990
Masters Degree, Organizational Management and Systems
James Binyon's HSBC Experience March 2008 - December 2010
Job Chief Operating Officer and Chief Financial Officer at EduK Group
Industry Education Management
Experience
EduK Group August 2013 - December 2014
EduK Group May 2011 - August 2013
Kaplan Higher Education Campuses March 2010 - May 2011
HSBC March 2008 - December 2010
Hsbc Finance March 2006 - March 2008
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Strategic Planning, Management, Mergers & Acquisitions, Managerial Finance, Risk Management, Due Diligence, Finance, Financial Planning, Business Analysis, Accounting, Corporate Finance, Change Management, Executive Management, Budgets, Financial Modeling, Strategy, Internal Controls, Leadership
Education
University of Oxford 1981 — 1984
Master of Arts (M.A.), Law
EduK Group August 2013 - December 2014
EduK Group May 2011 - August 2013
Kaplan Higher Education Campuses March 2010 - May 2011
HSBC March 2008 - December 2010
Hsbc Finance March 2006 - March 2008
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Strategic Planning, Management, Mergers & Acquisitions, Managerial Finance, Risk Management, Due Diligence, Finance, Financial Planning, Business Analysis, Accounting, Corporate Finance, Change Management, Executive Management, Budgets, Financial Modeling, Strategy, Internal Controls, Leadership
Education
University of Oxford 1981 — 1984
Master of Arts (M.A.), Law
Bharat Kuncham's HSBC Experience June 2010 - August 2010
Job Associate at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners March 2015 - Present
Monarch Alternative Capital September 2012 - March 2015
Bank of America Merrill Lynch June 2011 - September 2012
HSBC June 2010 - August 2010
Cathedral Partners June 2009 - August 2009
Offit Capital Advisors June 2008 - September 2008
Skills
Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Finance, Operations and Information Management
Mepham High School
Centerbridge Partners March 2015 - Present
Monarch Alternative Capital September 2012 - March 2015
Bank of America Merrill Lynch June 2011 - September 2012
HSBC June 2010 - August 2010
Cathedral Partners June 2009 - August 2009
Offit Capital Advisors June 2008 - September 2008
Skills
Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Finance, Operations and Information Management
Mepham High School
Matthew Riez's HSBC Experience June 2007 - Present
Job Managing Director at HSBC
Industry Investment Banking
Experience
HSBC June 2007 - Present
Bear Stearns July 1998 - June 2007
Credit Suisse First Boston June 1991 - July 1998
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 1987 — 1991
BSE, Materials Science & Engineering
HSBC June 2007 - Present
Bear Stearns July 1998 - June 2007
Credit Suisse First Boston June 1991 - July 1998
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 1987 — 1991
BSE, Materials Science & Engineering
Henky Halim's HSBC Experience April 2004 - August 2006
Job Senior Manager, Strategic Sourcing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
SUN LIFE FINANCIAL January 2010 - 2010
AEGON CANADA October 2008 - October 2009
ING DIRECT January 2007 - September 2008
HSBC April 2004 - August 2006
HSBC September 2003 - August 2006
HSBC May 2001 - September 2003
HSBC September 1999 - May 2001
Personal Banking January 1997 - September 1999
Skills
Procurement, Strategic Sourcing, Negotiation, Supplier Management, Cost Reduction, Contract Management, Purchasing, Supply Chain Management, Contract Negotiation, Spend Analysis, Sourcing, Customer Service, Customer Relations, E-procurement, Vendor Management, eSourcing, Global Sourcing, Sourcing & Procurement, Category Management, Vendor Relations, RFP, Vendor, Outsourcing, Supply Chain, Contract Negotiations, SLA, Supply Management, Management, Leadership, Operations Management, Analysis, Project Planning
Education
University of Oregon 1993 — 1996
B. Sc
Fidelity Investments June 2010 - Present
SUN LIFE FINANCIAL January 2010 - 2010
AEGON CANADA October 2008 - October 2009
ING DIRECT January 2007 - September 2008
HSBC April 2004 - August 2006
HSBC September 2003 - August 2006
HSBC May 2001 - September 2003
HSBC September 1999 - May 2001
Personal Banking January 1997 - September 1999
Skills
Procurement, Strategic Sourcing, Negotiation, Supplier Management, Cost Reduction, Contract Management, Purchasing, Supply Chain Management, Contract Negotiation, Spend Analysis, Sourcing, Customer Service, Customer Relations, E-procurement, Vendor Management, eSourcing, Global Sourcing, Sourcing & Procurement, Category Management, Vendor Relations, RFP, Vendor, Outsourcing, Supply Chain, Contract Negotiations, SLA, Supply Management, Management, Leadership, Operations Management, Analysis, Project Planning
Education
University of Oregon 1993 — 1996
B. Sc
J Weng's HSBC Experience January 1996 - January 1999
Job Finance Lead at Johnson & Johnson
Industry Medical Devices
Experience
Merrill Lynch January 1998 - June 2002
HSBC January 1996 - January 1999
Education
University of Pennsylvania
Master, Business/MIS
Merrill Lynch January 1998 - June 2002
HSBC January 1996 - January 1999
Education
University of Pennsylvania
Master, Business/MIS
Abdulaziz AlMulla's HSBC Experience July 2011 - May 2013
Job MBA Candidate at the Wharton School, University of Pennsylvania
Industry Financial Services
Experience
McKinsey & Company September 2015 - Present
McKinsey & Company May 2014 - July 2014
HSBC July 2011 - May 2013
Deloitte Consulting May 2009 - July 2009
Skills
Investment Banking, Corporate Finance, Equities, Valuation, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Capital Markets, Derivatives, Equity Research, Emerging Markets, Private Equity, Hedge Funds, Fixed Income, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
University of Pennsylvania 2007 — 2011
BA, Economics, w/ Minors in Mathematics, History and Classical Studies
McKinsey & Company September 2015 - Present
McKinsey & Company May 2014 - July 2014
HSBC July 2011 - May 2013
Deloitte Consulting May 2009 - July 2009
Skills
Investment Banking, Corporate Finance, Equities, Valuation, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Capital Markets, Derivatives, Equity Research, Emerging Markets, Private Equity, Hedge Funds, Fixed Income, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
University of Pennsylvania 2007 — 2011
BA, Economics, w/ Minors in Mathematics, History and Classical Studies
Steven Geovanis's HSBC Experience 2001 - 2004
Job Managing director at Lyxor Asset Management
Industry Investment Management
Experience
Lyxor Asset Management 2007 - Present
Tribeca 2003 - 2006
HSBC 2001 - 2004
Summit Capital Management LLC 1996 - 1999
Merrill lynch 1984 - 1995
Skills
Alternative Investments, Options, Fund Of Funds, Derivatives, Bloomberg, Investments, Financial Markets, Capital Markets, Hedge Funds, FX Options, Trading, Fixed Income, Equity Derivatives, Asset Management, Bonds, Equities, Financial Risk
Education
Harvard College
Bachelor of Arts (BA)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Lyxor Asset Management 2007 - Present
Tribeca 2003 - 2006
HSBC 2001 - 2004
Summit Capital Management LLC 1996 - 1999
Merrill lynch 1984 - 1995
Skills
Alternative Investments, Options, Fund Of Funds, Derivatives, Bloomberg, Investments, Financial Markets, Capital Markets, Hedge Funds, FX Options, Trading, Fixed Income, Equity Derivatives, Asset Management, Bonds, Equities, Financial Risk
Education
Harvard College
Bachelor of Arts (BA)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Raini Leitza's HSBC Experience November 2010 - February 2011
Job Sr Advisor Analytics at CVS Health
Industry Accounting
Experience
CVS Health September 2014 - Present
CVS Caremark Corporation March 2014 - Present
CVS Caremark Corporation January 2013 - February 2014
Baxter Healthcare September 2012 - January 2013
Baxter Healthcare September 2011 - August 2012
HSBC November 2010 - February 2011
HSBC July 2009 - October 2010
HSBC September 2008 - June 2009
HSBC May 2007 - August 2008
Allstate May 2006 - May 2007
Skills
Access, Process Improvement, Analysis, Microsoft Excel, PeopleSoft, Financial Analysis, SQL, VBA, Relational Databases, Outlook, Finance, Account Reconciliation, Auditing, PowerPoint, Analytic Reporting, Accounting, Internal Controls, Budgets, Training, Excel, Team Building, Leadership, General Ledger, Quality Assurance, Word, Microsoft Word, Lotus 123, Monarch, SAS, Tableau, MicroStrategy, SharePoint
Education
University of Phoenix
BSM, Business Management
CVS Health September 2014 - Present
CVS Caremark Corporation March 2014 - Present
CVS Caremark Corporation January 2013 - February 2014
Baxter Healthcare September 2012 - January 2013
Baxter Healthcare September 2011 - August 2012
HSBC November 2010 - February 2011
HSBC July 2009 - October 2010
HSBC September 2008 - June 2009
HSBC May 2007 - August 2008
Allstate May 2006 - May 2007
Skills
Access, Process Improvement, Analysis, Microsoft Excel, PeopleSoft, Financial Analysis, SQL, VBA, Relational Databases, Outlook, Finance, Account Reconciliation, Auditing, PowerPoint, Analytic Reporting, Accounting, Internal Controls, Budgets, Training, Excel, Team Building, Leadership, General Ledger, Quality Assurance, Word, Microsoft Word, Lotus 123, Monarch, SAS, Tableau, MicroStrategy, SharePoint
Education
University of Phoenix
BSM, Business Management
Tricia Keidel's HSBC Experience 2005 - 2006
Job Business Development Representative at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
GM Financial/AmeriCredit December 2011 - June 2013
Paramount Equity Mortgage April 2010 - June 2011
Islands Tanning March 2007 - February 2010
ACC Consumer Finance 2006 - 2007
HSBC 2005 - 2006
Triad Financial SM LLC 2000 - 2005
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Credit Risk, Relationship Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Training, Sales Management, Customer Retention, Underwriting, Negotiation, Sales Operations, Finance, Marketing, Banking, Loan Origination, Business Development, Account Management, Team Building, Salesforce.com, Sales Presentations, Automobile, Dealers, Selling, Sales Process, Profit, Funding, Financial Services, Automotive, Marketing Strategy, Cross Selling, Cold Calling, Commercial Lending, Consumer Lending, Call Centers, Executive Management, Mortgage Banking
Education
University of Oregon 1992 — 1995
Business
Wells Fargo June 2013 - Present
GM Financial/AmeriCredit December 2011 - June 2013
Paramount Equity Mortgage April 2010 - June 2011
Islands Tanning March 2007 - February 2010
ACC Consumer Finance 2006 - 2007
HSBC 2005 - 2006
Triad Financial SM LLC 2000 - 2005
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Credit Risk, Relationship Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Training, Sales Management, Customer Retention, Underwriting, Negotiation, Sales Operations, Finance, Marketing, Banking, Loan Origination, Business Development, Account Management, Team Building, Salesforce.com, Sales Presentations, Automobile, Dealers, Selling, Sales Process, Profit, Funding, Financial Services, Automotive, Marketing Strategy, Cross Selling, Cold Calling, Commercial Lending, Consumer Lending, Call Centers, Executive Management, Mortgage Banking
Education
University of Oregon 1992 — 1995
Business
ALFRED CUEVAS's HSBC Experience March 2005 - January 2012
Job Business Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - Present
HSBC March 2005 - January 2012
Education
University of Phoenix
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Wells Fargo January 2012 - Present
HSBC March 2005 - January 2012
Education
University of Phoenix
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Chris Moorehead's HSBC Experience March 2010 - September 2013
Job Department Manager at Springleaf Financial Services
Industry Financial Services
Experience
Springleaf Financial Services September 2013 - Present
HSBC March 2010 - September 2013
HSBC October 2008 - March 2010
HSBC June 2008 - October 2008
HSBC June 2007 - June 2008
HSBC October 2005 - June 2007
HSBC September 2003 - October 2005
HSBC March 2001 - September 2005
TruGreen LandCare February 1999 - March 2001
TruGreen LandCare July 1997 - February 1999
Skills
Performance Management, Change Management, Training Delivery, Loans, Mortgage, Leadership Development, Team Leadership, Loss Mitigation, Underwriting, Consumer Lending, Mortgage Lending, Relationship Management, Loan Servicing, Portfolio Management, Leadership, Financial Services, Retail Banking, Credit, Banking, Management
Education
University of Phoenix 2009 — 2011
Associates, Business Management
Jewett - Scio 1991 — 1995
Springleaf Financial Services September 2013 - Present
HSBC March 2010 - September 2013
HSBC October 2008 - March 2010
HSBC June 2008 - October 2008
HSBC June 2007 - June 2008
HSBC October 2005 - June 2007
HSBC September 2003 - October 2005
HSBC March 2001 - September 2005
TruGreen LandCare February 1999 - March 2001
TruGreen LandCare July 1997 - February 1999
Skills
Performance Management, Change Management, Training Delivery, Loans, Mortgage, Leadership Development, Team Leadership, Loss Mitigation, Underwriting, Consumer Lending, Mortgage Lending, Relationship Management, Loan Servicing, Portfolio Management, Leadership, Financial Services, Retail Banking, Credit, Banking, Management
Education
University of Phoenix 2009 — 2011
Associates, Business Management
Jewett - Scio 1991 — 1995
Juntarti Njotoprawiro's HSBC Experience January 1994 - May 1999
Job Owner at Smart Sttich LLC
Industry Marketing and Advertising
Experience
One Of A Kind April 2011 - Present
Smart Sttich LLC July 2006 - Present
HSBC January 1994 - May 1999
HSBC January 1994 - May 1999
Skills
Brochures, Packaging, Small Business, Embroidery, Screen Printing, Sublimation, Promotional Products, Personalization, Corporate Gifts, Gifts, Executive Gifts, Reward, reward fulfillments, Uniforms, sports uniform, Fundraising, Online Sales, Sales, Advertising, Rewards, Customer Service, Trade Shows, Dye Sublimation
Education
University of Oregon
BArch, Architecture
One Of A Kind April 2011 - Present
Smart Sttich LLC July 2006 - Present
HSBC January 1994 - May 1999
HSBC January 1994 - May 1999
Skills
Brochures, Packaging, Small Business, Embroidery, Screen Printing, Sublimation, Promotional Products, Personalization, Corporate Gifts, Gifts, Executive Gifts, Reward, reward fulfillments, Uniforms, sports uniform, Fundraising, Online Sales, Sales, Advertising, Rewards, Customer Service, Trade Shows, Dye Sublimation
Education
University of Oregon
BArch, Architecture
Peter Riera's HSBC Experience July 2011 - Present
Job Debt Syndicate at HSBC
Industry Banking
Experience
HSBC July 2011 - Present
HSBC October 2006 - Present
Skills
DCM, Capital Markets, Bonds, Credit, Financial Markets, Fixed Income, Investment Banking, Banking, Credit Risk, Corporate Finance, Bloomberg, Derivatives, Financial Analysis, Certificates of Deposit, Financial Modeling, Interest Rate..., Investments, Investor Relations..., Portfolio Management
Education
University of Nottingham 2003 — 2006
BA Hons, Economics and Philosophy
HSBC July 2011 - Present
HSBC October 2006 - Present
Skills
DCM, Capital Markets, Bonds, Credit, Financial Markets, Fixed Income, Investment Banking, Banking, Credit Risk, Corporate Finance, Bloomberg, Derivatives, Financial Analysis, Certificates of Deposit, Financial Modeling, Interest Rate..., Investments, Investor Relations..., Portfolio Management
Education
University of Nottingham 2003 — 2006
BA Hons, Economics and Philosophy
Cynthia Hanna's HSBC Experience August 2004 - May 2012
Job Manager at Capital One
Industry Banking
Experience
Capital One May 2012 - Present
Hsbc August 2004 - May 2012
Skills
Financial Risk, Process Improvement, Risk Management, Vendor Management, Business Analysis, Relationship Management, Call Centers, Credit, Credit Cards, Business Process..., Commercial Banking, Loans, Credit Risk, Retail Banking
Education
University of Phoenix 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Capital One May 2012 - Present
Hsbc August 2004 - May 2012
Skills
Financial Risk, Process Improvement, Risk Management, Vendor Management, Business Analysis, Relationship Management, Call Centers, Credit, Credit Cards, Business Process..., Commercial Banking, Loans, Credit Risk, Retail Banking
Education
University of Phoenix 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Scott McMurray's HSBC Experience May 2005 - September 2005
Job Executive Director, Foreign Exchange at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2007 - Present
HSBC May 2005 - September 2005
Credit Suisse 1993 - May 2005
Education
University of Pennsylvania 1988 — 1992
BA, Economics
JP Morgan Chase June 2007 - Present
HSBC May 2005 - September 2005
Credit Suisse 1993 - May 2005
Education
University of Pennsylvania 1988 — 1992
BA, Economics
Alexandra Crawford's HSBC Experience January 2015 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC January 2015 - Present
HSBC May 2008 - December 2014
HSBC Securities October 2007 - April 2008
HSBC Securities June 2006 - August 2006
Skills
Structured Finance, Covered Bonds, Capital Markets, CAS, Bloomberg, Microsoft Office, Fixed Income Analysis, Loans, Securitization, Structured Products, ABS, Emerging Markets, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Finance, Finance, General, Summa Cum Laude
HSBC January 2015 - Present
HSBC May 2008 - December 2014
HSBC Securities October 2007 - April 2008
HSBC Securities June 2006 - August 2006
Skills
Structured Finance, Covered Bonds, Capital Markets, CAS, Bloomberg, Microsoft Office, Fixed Income Analysis, Loans, Securitization, Structured Products, ABS, Emerging Markets, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Finance, Finance, General, Summa Cum Laude
Alistair Marsh's HSBC Experience 2001 - 2006
Job Portfolio Analyst at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2006 - Present
HSBC 2001 - 2006
RBC 1999 - 2001
Skills
Investments, Investment Banking, Investment Strategies, Fixed Income
Education
Oxford University 1995 — 1999
Bachelor, Philosophy
Barclays Capital 2006 - Present
HSBC 2001 - 2006
RBC 1999 - 2001
Skills
Investments, Investment Banking, Investment Strategies, Fixed Income
Education
Oxford University 1995 — 1999
Bachelor, Philosophy
Raul Zablah's HSBC Experience June 2015 - August 2015
Job Graduate Teaching Assistant at University of Pennsylvania
Industry
Experience
University of Pennsylvania August 2015 - Present
HSBC June 2015 - August 2015
University of Pennsylvania January 2015 - May 2015
BTG Pactual June 2014 - August 2014
EY June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Research, Public Speaking, Java, Python, JavaScript, Meteor, SQL, MongoDB, C, HTML, CSS, Android Development, VBA
Education
University of Pennsylvania 2014 — 2016
MSE, Computer Science
University of Pennsylvania 2011 — 2015
BSE, Computer Science with Minor in Mathematics
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Finance, Management, Operations
American School of El Salvador 2007 — 2011
High School Diploma
University of Pennsylvania August 2015 - Present
HSBC June 2015 - August 2015
University of Pennsylvania January 2015 - May 2015
BTG Pactual June 2014 - August 2014
EY June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Research, Public Speaking, Java, Python, JavaScript, Meteor, SQL, MongoDB, C, HTML, CSS, Android Development, VBA
Education
University of Pennsylvania 2014 — 2016
MSE, Computer Science
University of Pennsylvania 2011 — 2015
BSE, Computer Science with Minor in Mathematics
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Finance, Management, Operations
American School of El Salvador 2007 — 2011
High School Diploma
Jonathan Simkins's HSBC Experience October 2010 - Present
Job International Manager at HSBC
Industry Financial Services
Experience
HSBC October 2010 - Present
Independent Consultancy May 2008 - Present
Skoll Foundation July 2010 - September 2010
Cascadia Capital April 2006 - May 2008
KeyBanc Capital Markets June 2004 - April 2006
Skills
Mergers & Acquisitions, Venture Capital, Venture Financing, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Equity Valuation, Valuation, Business Valuation, Enterprise Valuation, Company Valuation, Fairness Opinions, Financial Advisory, Business Advisory, Corporate Advisory, Strategic Planning, Business Strategy, Strategic Financial..., Strategy, Divestitures, Strategy Implementation, Bridge Financing, Convertible Securities, Investment Banking, Forensic Accounting, Capital Budgeting, Budget Forecasts, Budgets, Budget Process, Operating Budgets, Budget Monitoring, Budget Reconciliation, Business Planning, Financial Analysis, Financial Modeling, Business Modeling, Finance, Financial Accounting, Corporate Finance, Managerial Finance, Due Diligence, Operational Due..., Negotiation, Contract Negotiation, Strategic Negotiations
Education
University of Oxford 2009 — 2010
Master of Business Administration (MBA)
University of Washington 2001 — 2004
Bachelor of Arts (BA), Business Administration and Finance
HSBC October 2010 - Present
Independent Consultancy May 2008 - Present
Skoll Foundation July 2010 - September 2010
Cascadia Capital April 2006 - May 2008
KeyBanc Capital Markets June 2004 - April 2006
Skills
Mergers & Acquisitions, Venture Capital, Venture Financing, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Equity Valuation, Valuation, Business Valuation, Enterprise Valuation, Company Valuation, Fairness Opinions, Financial Advisory, Business Advisory, Corporate Advisory, Strategic Planning, Business Strategy, Strategic Financial..., Strategy, Divestitures, Strategy Implementation, Bridge Financing, Convertible Securities, Investment Banking, Forensic Accounting, Capital Budgeting, Budget Forecasts, Budgets, Budget Process, Operating Budgets, Budget Monitoring, Budget Reconciliation, Business Planning, Financial Analysis, Financial Modeling, Business Modeling, Finance, Financial Accounting, Corporate Finance, Managerial Finance, Due Diligence, Operational Due..., Negotiation, Contract Negotiation, Strategic Negotiations
Education
University of Oxford 2009 — 2010
Master of Business Administration (MBA)
University of Washington 2001 — 2004
Bachelor of Arts (BA), Business Administration and Finance
Shajia Sultana-Samaroo's HSBC Experience 1999 - 2003
Job Independent Distributor
Industry Apparel & Fashion
Experience
Premier Designs & Origami Owl 2006 - Present
Santander Bank, N.A. 2008 - 2012
TD 2003 - 2008
HSBC 1999 - 2003
Skills
Sales Management, Employee Training, Communication, Sales Presentations, Team Motivation, Sales Motivation, Fitness Training
Education
University of Phoenix
Business Administration, Management and Operations
Premier Designs & Origami Owl 2006 - Present
Santander Bank, N.A. 2008 - 2012
TD 2003 - 2008
HSBC 1999 - 2003
Skills
Sales Management, Employee Training, Communication, Sales Presentations, Team Motivation, Sales Motivation, Fitness Training
Education
University of Phoenix
Business Administration, Management and Operations
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.