HSBC Company

Industry: Financial services company


HSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010Headquarters: London, United KingdomParent organization: HSBCCEO: James Emmett (Jan 1, 2019–)Number of employees: 85,000 (including its subsidiaries)Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.


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

Art TrujilloArt Trujillo Santa Fe, New Mexico Area
HSBC Years March 2004 - July 2005
Job Retail and National Advertising Sales Manager
Industry Marketing and Advertising

Verizon Wireless   January 2007 - April 2010
Bank of America   July 2005 - August 2007
HSBC   March 2004 - July 2005
Alltel Corp   January 2000 - January 2004

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

University of Phoenix   2004 — 2010
Business Managment

Laurie OchitwaLaurie Ochitwa Lake Zurich, Illinois
HSBC Years
Job Consultant at HSBC
Industry Banking


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...

University of Phoenix

William Rainey Harper College

Wesley FallanWesley Fallan New York, New York
HSBC Years July 2000 - September 2008
Job Director, Bond Syndicate at Lloyds Bank | North America
Industry Banking

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

Fixed Income, Investment Banking, Capital Markets, Derivatives, Credit Risk, Credit, Bonds, Corporate Finance, Funding

University of Nottingham   1996 — 2000
BSc Economics & Econometrics

Sophia MolinasSophia Molinas Greater New York City Area
HSBC Years July 2011 - February 2013
Job HSBC Global Private Bank
Industry Financial Services
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

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

University of Pennsylvania - The Wharton School   2007 — 2011
Bachelor of Science in Economics

Eastchester High School   2003 — 2007

Emilie LessardEmilie Lessard Ottawa, Canada Area
HSBC Years September 2011 - March 2012
Job Lead Program Officer, National Judicial Institute
Industry Events Services
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

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

University of Ottawa / Université d'Ottawa   2007 — 2011
Bachelor's degree, History and French Writing

Anna MoellerAnna Moeller Eugene, Oregon
HSBC Years 2005 - 2007
Job Operations Manager
Industry Financial Services
Self-employed   2010 - Present
Premier Finance Company / Premier West Bank   2008 - 2010
HSBC   2005 - 2007

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

University of Oregon   2002 — 2005
Bachelor of Science (B.S.), Psychology and Sociology

Nathan ReynoldsNathan Reynolds Greater New York City Area
HSBC Years June 2013 - August 2013
Job Analyst at Barclays Investment Bank
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

Williams College   2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science

University of Oxford   2012 — 2013
Philosophy, Politics, and Economics

Richard AliceaRichard Alicea Berwyn, Illinois
HSBC Years April 2008 - September 2010
Job Universal Banker at PNC
Industry Retail
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

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

University of Phoenix   2009 — 2012
Bachelor Science in Information Technology, Information Technology

Greg LongGreg Long Portland, Oregon
HSBC Years February 2003 - August 2006
Job Real Estate Principal Broker | Investor
Industry Real Estate
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

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

University of Oklahoma   1991 — 1997
BBA, Management Information Systems

University of Oregon
MS, Applied Information Management

Jay S. TweedJay S. Tweed Dallas/Fort Worth Area
HSBC Years 2012 - 2013
Job Senior Vice President Corporate Finance at BBVA Compass
Industry Banking
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

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

University of Oklahoma   1983 — 1987
BBA; MBA, Finance

Alan SterneAlan Sterne Vancouver, Canada Area
HSBC Years August 2007 - September 2008
Job Senior IT & Business Leader
Industry Information Technology and Services
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

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

University of Oxford
BA, MA, Chemistry

University of Sussex
M.Phil, Chemistry

Michele KesslerMichele Kessler Greater New York City Area
HSBC Years January 1997 - January 1998
Job Assistant Vice President, eBusiness at MetLife
Industry Insurance
MetLife   February 2000 - Present
IBM Global Services   January 1998 - March 2000
HSBC   January 1997 - January 1998
Oxford Health Plans   June 1995 - December 1996

E-business, Program Management, Strategic Planning, Management Consulting, Team Building

University of Pennsylvania
BA, Economics, Spanish

Jason MccleskeyJason Mccleskey Portland, Oregon Area
HSBC Years June 2004 - February 2010
Job Vice President Area Retail Leader KeyBank
Industry Financial Services
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

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

University of Oregon - Charles H. Lundquist College of Business   1991 — 1995
Bachelor, Finance

Joan DePalma, PMP, ITILJoan DePalma, PMP, ITIL Charlotte, North Carolina
HSBC Years September 2010 - March 2012
Job Senior Vice President Program Manager at Bank of America
Industry Information Technology and Services
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

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

University of Phoenix   1999 — 2004
Bachelor of Science (BS)


Dhruv BaturaDhruv Batura Palo Alto, California
HSBC Years June 2010 - August 2010
Job Senior Analyst at Tesla Motors
Industry Automotive
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

Management Consulting, Data Analysis, Operating Models, Wealth Management, IT Strategy, Strategy, Business Transformation, Business Process..., Organizational Design, Corporate Finance, Business Process

University of Pennsylvania   2007 — 2011
Bachelor of Science in Engineering, Economic and Financial Systems Engineering, Engineering Entrepreneurship, Mathematics

Amarbir JawandaAmarbir Jawanda Greater New York City Area
HSBC Years 2006 - 2012
Job Director at RBC
Industry Capital Markets
RBC   2013 - Present
HSBC   2006 - 2012
Millennium Partners   2000 - 2006
Credit Lyonnais   1995 - 2000
Intel Corporation   1991 - 1993

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

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 TeschnerCharles Teschner Greater New York City Area
HSBC Years May 1983 - May 1986
Industry Capital Markets
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

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

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 SarkarRukmini Sarkar Washington D.C. Metro Area
HSBC Years June 2010 - June 2010
Job Consultant at Booz & Company
Industry Management Consulting
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

Leadership, Energy, Analysis, Consulting, Program Management, Business Transformation, Growth Strategies, Market Entry, Market Research, Organizational Design, Renewable Energy, Strategic Consulting

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 DickersonJennifer Dickerson Las Vegas, Nevada
HSBC Years January 2004 - August 2004
Job AVP, Treasury Sales Officer
Industry Financial Services
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

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

College of Southern Nevada
Candidate for Bachelor of Science, Business Finance

University of Phoenix
Business/Commerce, General

Sandy OhSandy Oh San Francisco, California
HSBC Years July 1996 - April 2000
Job Entrepreneur & Mentor
Industry Professional Training & Coaching
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

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

University of Chicago   2008 — 2010
Master of Business Administration (MBA)

University of Oxford   1990 — 1993
BA Honours, Politics, Philosophy & Economics

Chloe HoChloe Ho Greater New York City Area
HSBC Years June 2011 - August 2011
Job Analyst at Morgan Stanley
Industry Financial Services
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

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 MetzlerRitchie Metzler Portland, Oregon Area
HSBC Years October 2006 - May 2007
Job Residential Real Estate Agent
Industry Real Estate
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

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

University of Oregon   1996 — 2000
BA, Finance

Tigard High School   1993 — 1995

Lynn RutsteinLynn Rutstein Greater Chicago Area
HSBC Years April 2006 - May 2007
Job Change Communications & Marketing Expert
Industry Marketing and Advertising
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

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

University of Pennsylvania   1983 — 1987
B.A., Communications

New Trier High School   1979 — 1983

Kandiah SuseendranKandiah Suseendran Vancouver, Canada Area
HSBC Years August 2007 - April 2011
Job Enterprise Information Architect at BC Pension Corporation
Industry Information Technology and Services
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

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 MairaJoan Maira Buffalo/Niagara, New York Area
HSBC Years August 2008 - Present
Job Senior Vice President, Human Resources at HSBC
Industry Financial Services
HSBC   August 2008 - Present
HSBC, Global Resourcing, Hyderabad India   November 2005 - August 2008
HSBC   September 2001 - November 2005

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

University of Oregon   1981 — 1982
Master of Science, Labor and Industrial Relations

University of NY at Buffalo
Bachelor of Science, Business Administration

Faeza AfzalFaeza Afzal Toronto, Canada Area
HSBC Years July 2008 - August 2008
Job Sponsorship & Exhibition Executive at QS Quacquarelli Symonds
Industry Higher Education
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

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

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, MBAJanell Humphrey, MBA Greater Chicago Area
HSBC Years October 2010 - September 2013
Job Marketing Business Risk
Industry Financial Services
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

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

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 RogersTrask Rogers Portland, Oregon Area
HSBC Years November 2006 - October 2007
Job Marketing Manager at Axiom EPM
Industry Marketing and 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

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,, 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

University of Oregon   2001 — 2005
B.S., Advertising

Wenxin ZhangWenxin Zhang Philadelphia, Pennsylvania
HSBC Years June 2014 - July 2014
Job Student at University of Pennsylvania
Industry Financial Services
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

Statistics, Teaching, Research, Data Analysis, PowerPoint, Economics, Microsoft Office, Microsoft Excel, Mathematica, Microsoft Word

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 ThohanSwati Thohan Seattle, Washington
HSBC Years July 2006 - September 2006
Job Program Director, JPMorgan
Industry Financial Services
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

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

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 WangJoanne Wang Toronto, Canada Area
HSBC Years August 2009 - August 2009
Job Investment Fund Service at CIBC Mellon
Industry Financial Services
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

Microsoft Excel, Microsoft Word, Photoshop, Mandarin, PowerPoint, Presentations, Negotiation, Tutoring, Japanese culture, Risk Management, Corporate Finance, Financial Modeling, Strategy, Bloomberg, Accounting

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 RacksonAlan Rackson Danbury, Connecticut
HSBC Years 2005 - 2006
Job Personal & Business Taxes, Bookkeeping, Payroll, Accounting & Advisory
Industry Accounting
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

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

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, CTPCynthia Rolf, MSC, MBA, CTP Greater Los Angeles Area
HSBC Years February 2011 - December 2013
Industry Banking
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

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

University of Phoenix   2012 — 2015
Master of Science in Counseling

University of Phoenix   1999 — 2003

Matthew BlacklerMatthew Blackler New York, New York
HSBC Years June 2015 - Present
Job Corporate Relationship Manager, VP at HSBC
Industry Banking
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

Change Management, Portfolio Management, Credit, Project Management, Financial Analysis, Leadership, Retail Banking, Financial Services, Management

University of Nottingham   2006 — 2009
BA Hons 2.1, Economics

Tonbridge School   2001 — 2006

IFS School of Finance
BSc (Hons) Banking Practice and Management, Finance and Financial Management Services

Roberto AvilaRoberto Avila San Francisco Bay Area
HSBC Years July 2010 - August 2010
Job Associate at Sageview Capital
Industry Venture Capital & Private Equity
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

University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor of Science, Finance, Operations & Information Management

St. Paul's School

Crystal WilliamsonCrystal Williamson Tulsa, Oklahoma Area
HSBC Years February 2005 - February 2007
Job Human Resource Professional
Industry Human Resources
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

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

University of Phoenix   2011 — 2015
BS- Global Business Management, Human Resources and Business Management

Michelle KnutsonMichelle Knutson Hillsboro, Oregon
HSBC Years November 2010 - December 2011
Job SR. Coordinator Merchant Disputes Escalations at Capital One
Industry Consumer Services
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

Training, Leadership, Management, Customer Experience, Customer Service, Process Improvement, Team Leadership, Credit Cards, Coaching, Business Process..., Analysis, Time Management, Banking, Change Management, Policy

University of Oregon   1988 — 1991
English Language and Literature, General

Glencoe High School   1984 — 1987
High School

Zhongzhen WangZhongzhen Wang Chicago, Illinois
HSBC Years July 2010 - August 2010
Job Student at The University of Chicago
Industry Capital Markets
New Oriental Education & Technology Group (NYSE:EDU)   May 2014 - May 2015
University of Exeter   June 2011 - October 2011
HSBC   July 2010 - August 2010

The University of Chicago   2015 — 2016

University of Oxford   2012 — 2013
Master's degree, Mathematics and Computer Science

Matt FogertyMatt Fogerty Tulsa, Oklahoma Area
HSBC Years April 2004 - April 2007
Job Sr. Director of Sales, Default Solutions Williams & Williams
Industry Real Estate
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

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

University of Oklahoma   1991 — 1995
Bachelor of Arts, Communication

Shawnee High School   1986 — 1990
High School Graduate

Graham MellenGraham Mellen Greater New York City Area
HSBC Years June 2005 - August 2005
Job Business Development & Partnerships at Sailo
Industry Financial Services
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

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

University of Pennsylvania - The Wharton School   2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate

Gerlinde BrixiusGerlinde Brixius Greater New York City Area
HSBC Years February 2014 - Present
Job Vice President at HSBC
Industry Banking
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

Pantheon-Sorbonne (Paris) - School of Law
Master’s Degree, International Business Law & Taxation

Cardie HildtCardie Hildt Nashville, Tennessee
HSBC Years 1990 - 1995
Job Marketing Analyst at LP Building Products
Industry Building Materials
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

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

University of Oregon   1979 — 1983
BA, French

Universite de Poitiers

Zulqar NainZulqar Nain Greater New York City Area
HSBC Years March 2014 - Present
Job Business Relationship Manager
Industry Banking
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

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

University of Peshawar   1998 — 2001
Master of Business Administration (MBA), Marketing

University of Peshawar   1996 — 1998
Bachelor of Arts (BA), Law

laurie hollidaylaurie holliday Portland, Oregon Area
HSBC Years March 2004 - May 2012
Job Manager, Knowledge Management at Capital One
Industry Financial Services
Capital One   May 2012 - Present
HSBC   March 2004 - May 2012
Timberline Software   March 2000 - February 2004

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

University of Oregon
B.S., Communications

Holly RobertsonHolly Robertson New York, New York
HSBC Years December 2013 - September 2015
Job Product Manager at HSBC Commercial Banking
Industry Financial Services
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

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

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 ZakirMehedi Zakir Philadelphia, Pennsylvania
HSBC Years March 2012 - June 2013
Job MBA Candidate at The Wharton School
Industry Financial Services
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

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

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 SchweizerOliver Schweizer New York, New York
HSBC Years October 2012 - December 2013
Job Senior Consultant | Ernst & Young Financial Crimes Practice
Industry Financial Services
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

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

University of Oregon   2001 — 2007
Bachelor of Arts (B.A.), Political Science and Government

University of Oregon

Tonya UnderwoodTonya Underwood Jacksonville, Florida Area
HSBC Years January 2003 - June 2008
Industry Financial Services
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

Mortgage Servicing, Mortgage Lending, Finance, Collections, Microsoft Office, Microsoft Excel, Management

University of Phoenix   2010 — 2011
Assoicates, Business Administration, Management and Operations

Sahiba SachdevaSahiba Sachdeva New York, New York
HSBC Years June 2009 - July 2009
Job Deployment Strategist at Palantir
Industry Computer Software
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

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

University of Pennsylvania   2008 — 2012
Bachelor of Arts, Economics, International Relations (Hon.), Magna cum Laude

ABA   2007 — 2008
International Baccalaureate

Dave BhagatDave Bhagat San Francisco Bay Area
HSBC Years 1992 - 1997
Job Managing Director, Silicon Valley Bank
Industry Financial Services
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

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

University of Pennsylvania - The Wharton School

Hillary RipleyHillary Ripley Greater New York City Area
HSBC Years 1996 - 1999
Job Vice President Business Development
Industry Investment Management
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

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

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 SpellmanKrystin Spellman Portland, Oregon
HSBC Years February 2015 - Present
Job Regional Head of Workflow & Imaging Americas at HSBC
Industry Financial Services
HSBC   February 2015 - Present
HSBC   July 2010 - Present
HSBC   January 2006 - July 2010
HSBC   January 2003 - 2006

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

University of Oregon   1996 — 2000
Bachelor of Arts (B.A.), Comparative Literature

University of Oregon   1996 — 2000
Bachelor of Arts (B.A.), Sociology

Clémence viaudClémence viaud Chicago, Illinois
HSBC Years August 2010 - August 2010
Job Student at University of Chicago Law School
Industry Law Practice
The Law Offices of David M. Sternfield   August 2011 - July 2012
HSBC   August 2010 - August 2010
FIDAL   May 2009 - May 2009

Legal Research, Corporate Law

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 HayesDale E Hayes Las Vegas, Nevada Area
HSBC Years March 1996 - April 2011
Job Changing the world one idea at a time.
Industry Information Technology and Services
Open   2013 - Present
Count Me In / Skywire media   November 2012 - April 2013
City News Local   July 2011 - June 2012
HSBC   March 1996 - April 2011

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

University of Phoenix   1999 — 2011
B.A, Business Administration

Renton Tech College   1989 — 1990
In, Network Eng

Gerry Delatorre, Jr.Gerry Delatorre, Jr. Orange County, California Area
HSBC Years November 2005 - February 2008
Job Asset Recovery Department Manager at Challenge Financial Services
Industry Automotive
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

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

University of Phoenix-San Diego Campus   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

James LachmanJames Lachman San Francisco, California
HSBC Years December 2006 - December 2007
Job AVP, Marketing Project Manager at Bank of the West
Industry Marketing and 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

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

University of Oregon   2002 — 2006
B.A., Journalism and Communications: Creative Advertising

Nicole Van GasseNicole Van Gasse San Francisco Bay Area
HSBC Years June 2007 - September 2007
Job Senior Finance Manager at Walmart eCommerce
Industry Retail
Walmart eCommerce   October 2014 - Present   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

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

University of Pennsylvania - The Wharton School   2014 — 2014
Operations Management

University of Oregon   2002 — 2007
B.S & B.A., Finance & International Studies

Gary BonnerGary Bonner Tulsa, Oklahoma
HSBC Years 1999 - 2008
Job Accounting & Financial Analyst
Industry Real Estate
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

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

University of Oklahoma - Price College of Business   1968 — 1972
BBA, Finance, Business Law

Michael CharlandMichael Charland Greater New York City Area
HSBC Years May 2015 - Present
Job Global Markets
Industry Financial Services
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

Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds

University of Pennsylvania   1998 — 2002
Economics, Political Science

Philip MeadsPhilip Meads Chicago, Illinois
HSBC Years October 2006 - September 2008
Job Network Analyst at MNI
Industry Information Technology and Services
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

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

University of Nottingham   1994 — 1997
Bachelor of Engineering (BEng), Mechanical Engineering

Bedford Modern School

Nicholas HannNicholas Hann Vancouver, Canada Area
HSBC Years January 1988 - January 1996
Job Executive Director Infrastructure at Macquarie Group
Industry Investment Banking
Macquarie Group   August 2004 - Present
Macquarie Group   January 1996 - July 2004
HSBC   January 1988 - January 1996

Corporate Finance, Due Diligence, Financial Structuring, Infrastructure, Management, Project Finance, Strategic Planning, Contract Negotiation, Mergers

University of Oxford
Master of Economics and Politics

Dan ScheinmanDan Scheinman Portland, Oregon Area
HSBC Years July 2006 - January 2009
Job Corporate Partnership Sales Manager
Industry Sports
Portland Trail Blazers   July 2010 - Present
Pinnacle Capital Mortgage   January 2009 - July 2010
HSBC   July 2006 - January 2009

Sports Marketing, Business Networking, Community Engagement, Business Discovery, Strategic Prospecting, Connecting People, Strategic Leadership, Selling, Sales, Sports, Sponsorship, Sales Management, Networking, Public Relations

University of Oregon - Charles H. Lundquist College of Business   2001 — 2006
Bachelor of Science

Peter RieraPeter Riera Greater New York City Area
HSBC Years July 2011 - Present
Job Debt Syndicate at HSBC
Industry Banking
HSBC   July 2011 - Present
HSBC   October 2006 - Present

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

University of Nottingham   2003 — 2006
BA Hons, Economics and Philosophy

Henky HalimHenky Halim Toronto, Canada Area
HSBC Years April 2004 - August 2006
Job Senior Manager, Strategic Sourcing at Fidelity Investments
Industry Financial Services
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

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

University of Oregon   1993 — 1996
B. Sc

Arnold BakoArnold Bako Toronto, Canada Area
HSBC Years August 1991 - September 1996
Job Credit Analyst at Element Financial Corporation
Industry Investment Banking
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

Securities, Credit, Capital Markets, Financial Analysis, Trading, Funding, Loans, Investments, Mortgage Lending, Bonds, Mutual Funds, Portfolio Management, Accounting, Banking

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

Debbie Bahr, PMP, CSM, PMI-ACP, MBADebbie Bahr, PMP, CSM, PMI-ACP, MBA Portland, Oregon Area
HSBC Years November 2008 - 2012
Job Program Manager
Industry Financial Services
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

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

University of Portland   1984 — 1987
Master's degree, Business Administration

Lincoln High School

University of Oregon
Bachelor's degree

Juntarti NjotoprawiroJuntarti Njotoprawiro Greater New York City Area
HSBC Years January 1994 - May 1999
Job Owner at Smart Sttich LLC
Industry Marketing and Advertising
One Of A Kind   April 2011 - Present
Smart Sttich LLC   July 2006 - Present
HSBC   January 1994 - May 1999
HSBC   January 1994 - May 1999

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

University of Oregon
BArch, Architecture

Tricia KeidelTricia Keidel Portland, Oregon Area
HSBC Years 2005 - 2006
Job Business Development Representative at Wells Fargo Dealer Services
Industry Financial Services
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

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,, 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

University of Oregon   1992 — 1995

Karen D. YoungKaren D. Young Toronto, Canada Area
HSBC Years March 2014 - Present
Job Head of Regulatory Compliance, Commercial Bank, Canada at HSBC Commercial Banking
Industry Financial Services
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

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

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

Alistair MarshAlistair Marsh New York, New York
HSBC Years 2001 - 2006
Job Portfolio Analyst at Barclays Capital
Industry Investment Banking
Barclays Capital   2006 - Present
HSBC   2001 - 2006
RBC   1999 - 2001

Investments, Investment Banking, Investment Strategies, Fixed Income

Oxford University   1995 — 1999
Bachelor, Philosophy

James BinyonJames Binyon Chicago, Illinois
HSBC Years March 2008 - December 2010
Job Chief Operating Officer and Chief Financial Officer at EduK Group
Industry Education Management
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

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

University of Oxford   1981 — 1984
Master of Arts (M.A.), Law

Jonathan SimkinsJonathan Simkins New York, New York
HSBC Years October 2010 - Present
Job International Manager at HSBC
Industry Financial Services
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

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

University of Oxford   2009 — 2010
Master of Business Administration (MBA)

University of Washington   2001 — 2004
Bachelor of Arts (BA), Business Administration and Finance

Vicky Sham, CFAVicky Sham, CFA New York, New York
HSBC Years September 2008 - December 2010
Job VP Seeking High Yield Capital Markets / Leveraged Finance Opportunities in New York
Industry Financial Services
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

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

University of Oxford   1999 — 2003
Master's degree, Chemistry


CFA Charterholder at CFA Institute

Abdulaziz AlMullaAbdulaziz AlMulla Greater Philadelphia Area
HSBC Years July 2011 - May 2013
Job MBA Candidate at the Wharton School, University of Pennsylvania
Industry Financial Services
McKinsey & Company   September 2015 - Present
McKinsey & Company   May 2014 - July 2014
HSBC   July 2011 - May 2013
Deloitte Consulting   May 2009 - July 2009

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

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

Caroline MorrillCaroline Morrill Greater New York City Area
HSBC Years 2004 - 2007
Job Financial Services Professional, Investment Banking/Sales and Trading/Marketing Expertise
Industry Financial Services
HSBC   2004 - 2007
Morgan Stanley   1996 - 2003
Credit Suisse First Boston   1986 - 1996

Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance

University of Pennsylvania   1982 — 1986

Ed ArnoldEd Arnold Greater Philadelphia Area
HSBC Years July 2011 - Present
Job Analyst at HSBC
Industry Banking
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

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

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

John RoskoJohn Rosko Tampa/St. Petersburg, Florida Area
HSBC Years 2004 - 2006
Job Senior Manager of IT Operations and Applications at Transitions Optical
Industry Information Technology and Services
Transitions Optical   January 2014 - Present
Transitions Optical   November 2006 - December 2013
HSBC   2004 - 2006

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

University of Pennsylvania   1987 — 1990
Masters Degree, Organizational Management and Systems

J WengJ Weng Greater New York City Area
HSBC Years January 1996 - January 1999
Job Finance Lead at Johnson & Johnson
Industry Medical Devices
Merrill Lynch   January 1998 - June 2002
HSBC   January 1996 - January 1999

University of Pennsylvania
Master, Business/MIS

Matthew RiezMatthew Riez Greater New York City Area
HSBC Years June 2007 - Present
Job Managing Director at HSBC
Industry Investment Banking
HSBC   June 2007 - Present
Bear Stearns   July 1998 - June 2007
Credit Suisse First Boston   June 1991 - July 1998

Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets

University of Pennsylvania   1987 — 1991
BSE, Materials Science & Engineering

Raul ZablahRaul Zablah Philadelphia, Pennsylvania
HSBC Years June 2015 - August 2015
Job Graduate Teaching Assistant at University of Pennsylvania
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

PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Research, Public Speaking, Java, Python, JavaScript, Meteor, SQL, MongoDB, C, HTML, CSS, Android Development, VBA

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

Scott McMurrayScott McMurray Bronxville, New York
HSBC Years May 2005 - September 2005
Job Executive Director, Foreign Exchange at JP Morgan Chase
Industry Financial Services
JP Morgan Chase   June 2007 - Present
HSBC   May 2005 - September 2005
Credit Suisse   1993 - May 2005

University of Pennsylvania   1988 — 1992
BA, Economics

Roxanna DawsonRoxanna Dawson Greater Los Angeles Area
HSBC Years October 2002 - January 2005
Industry Media Production
UBS   January 2005 - June 2006
HSBC   October 2002 - January 2005
Swimwear Model   January 1996 - August 2002

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

University of Pennsylvania - The Wharton School

Scott Zavack, CFAScott Zavack, CFA Greater New York City Area
HSBC Years January 2000 - July 2000
Job Director, Alternative Investments Due Diligence at Merrill Lynch
Industry Investment Management
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

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

University of Pennsylvania - The Wharton School   1994 — 1998
1998, Finance, Accounting

Alexandra CrawfordAlexandra Crawford New York, New York
HSBC Years January 2015 - Present
Job Vice President at HSBC
Industry Financial Services
HSBC   January 2015 - Present
HSBC   May 2008 - December 2014
HSBC Securities   October 2007 - April 2008
HSBC Securities   June 2006 - August 2006

Structured Finance, Covered Bonds, Capital Markets, CAS, Bloomberg, Microsoft Office, Fixed Income Analysis, Loans, Securitization, Structured Products, ABS, Emerging Markets, Financial Structuring

University of Pennsylvania - The Wharton School   2003 — 2007
Finance, Finance, General, Summa Cum Laude

Bharat KunchamBharat Kuncham Greater New York City Area
HSBC Years June 2010 - August 2010
Job Associate at Centerbridge Partners
Industry Financial Services
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

Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel

University of Pennsylvania - The Wharton School   2007 — 2011
Finance, Operations and Information Management

Mepham High School

Mandana SheybaniMandana Sheybani Miami, Florida
HSBC Years November 2010 - Present
Job HSBC Bank
Industry Commercial Real Estate
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

University of Pennsylvania - The Wharton School   2002 — 2004
MBA, Finance

University of Washington   1993 — 1995
MSEE, Electrical Engineering

Peter DavidsonPeter Davidson Berwyn, Pennsylvania
HSBC Years April 1993 - April 1997
Job Vice Chairman, JetPay Corporation
Industry Banking
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

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

Widener University   1980 — 1981
Master of Business Administration (MBA), Finance

University of Pennsylvania - The Wharton School   1971 — 1975

Richard PastorRichard Pastor Buffalo/Niagara, New York Area
HSBC Years March 2004 - 2011
Job Senior Business Analyst at Capstone Financial Group, Inc. (CAPP)
Industry Real Estate
Capstone Financial Group, Inc. (CAPP)   May 2015 - Present
Pastor Real Estate And Development Inc.   August 2004 - Present
HSBC   March 2004 - 2011

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

University of Pennsylvania - The Wharton School
Business Administration and Management, General

Steven GeovanisSteven Geovanis Greater New York City Area
HSBC Years 2001 - 2004
Job Managing director at Lyxor Asset Management
Industry Investment Management
Lyxor Asset Management   2007 - Present
Tribeca   2003 - 2006
HSBC   2001 - 2004
Summit Capital Management LLC   1996 - 1999
Merrill lynch   1984 - 1995

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

Harvard College
Bachelor of Arts (BA)

University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)

Chieko TalbertChieko Talbert San Jose, California
HSBC Years February 2001 - January 2005
Job Inventory Auditor at RGIS
Industry Retail
RGIS   August 2014 - Present
Capital One   January 2005 - April 2013
HSBC   February 2001 - January 2005
HSBC   April 1999 - February 2001

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

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

Jason AnsleyJason Ansley Phoenix, Arizona Area
HSBC Years 2002 - 2004
Job Human Resouces Manager
Industry Human Resources
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

Sales Process, Banking, Microsoft Office, Financial Analysis, Sales Management, Account Management, Customer Service, Direct Sales, Strategic Planning, Outlook,, 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

University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General

Wayne State University

Nicole HackneyNicole Hackney Tampa, Florida
HSBC Years January 2001 - August 2008
Job DriveTime/GO Financial
Industry Financial Services
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

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

University of South Florida   2008 — 2013
MSE, Entrepreneurship

University of Phoenix   1998 — 2001
BA, Business Management

Shajia Sultana-SamarooShajia Sultana-Samaroo East Brunswick, New Jersey
HSBC Years 1999 - 2003
Job Independent Distributor
Industry Apparel & Fashion
Premier Designs & Origami Owl   2006 - Present
Santander Bank, N.A.   2008 - 2012
TD   2003 - 2008
HSBC   1999 - 2003

Sales Management, Employee Training, Communication, Sales Presentations, Team Motivation, Sales Motivation, Fitness Training

University of Phoenix
Business Administration, Management and Operations

HSBC Years March 2005 - January 2012
Job Business Banking at Wells Fargo
Industry Banking
Wells Fargo   January 2012 - Present
HSBC   March 2005 - January 2012

University of Phoenix
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services

Raini LeitzaRaini Leitza Greater Chicago Area
HSBC Years November 2010 - February 2011
Job Sr Advisor Analytics at CVS Health
Industry Accounting
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

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

University of Phoenix
BSM, Business Management

Chris MooreheadChris Moorehead Lexington, Kentucky Area
HSBC Years March 2010 - September 2013
Job Department Manager at Springleaf Financial Services
Industry Financial Services
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

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

University of Phoenix   2009 — 2011
Associates, Business Management

Jewett - Scio   1991 — 1995

Cynthia HannaCynthia Hanna Las Vegas, Nevada Area
HSBC Years August 2004 - May 2012
Job Manager at Capital One
Industry Banking
Capital One   May 2012 - Present
Hsbc   August 2004 - May 2012

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

University of Phoenix   2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General