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
Sapient Global Markets August 2015 - Present
Sapient Global Markets July 2013 - Present
HSBC June 2012 - August 2012
J.P. Morgan March 2012 - April 2012
Mandelbaum Salsburg May 2011 - July 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Parsippany Hills High School 2005 — 2009
HSBC June 2015 - Present
Merrill Edge February 2013 - June 2015
LPL Financial 2010 - 2012
Skills
Training, Management, Risk Management, Sales, Strategy, Credit, Financial Services, Retirement Planning, Series 7, Banking, Investments, Finance, Portfolio Management, Wealth Management, Financial Advisory, Financial Analysis
Education
Boston University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Mitsubishi Research Institute, Inc June 2014 - Present
Mizuho Financial Group August 2013 - August 2013
Brown Brothers Harriman June 2013 - July 2013
Sumiya April 2012 - December 2012
HSBC March 2011 - March 2011
Skills
Mac, Microsoft Office, Scuba Diving, M&A Modeling, Balance Sheet Review, Project Planning, Portfolio Optimization, Wealth Management..., Company Valuation, Stock Valuation, Chinese, Japanese, English
Education
Sophia University 2011 — 2015
Economics Finance, Bachelor of Science (BS)(3.64/4)
Boston College 2012 — 2013
Finance, General, Bachelor of Science (BS)
JLL June 2012 - Present
Ackman-Ziff June 2011 - June 2012
Otis & Ahearn Real Estate September 2009 - June 2011
HSBC March 2006 - September 2009
Bank of America March 1992 - March 2006
Skills
Real Estate Economics, Asset Managment, Real Estate Transactions, Real Estate Development, Asset Management, Finance, Real Estate
Education
Boston University 1984 — 1988
BA
Keller Williams Realty Southwest April 2014 - Present
LV Business Consulting, LLC July 2011 - Present
Souza10.com January 2011 - March 2014
Jm Fong APC May 2005 - December 2010
Realty One Group November 2008 - November 2010
Coldwell Banker Wardley November 2006 - November 2008
Century 21 Moneyworld May 2005 - November 2006
HSBC October 2003 - May 2005
Skills
Investments, Real Estate, Property Management, Asset Management, Negotiation, Budgeting, Contract Negotiation, Customer Service, Selling, Customer Relations, Real Estate Investment, Investment Properties, Investors, Team Building, Financial Analysis, Buying, Short Sales, Purchase, Foreclosures, Microsoft Office, REO, Sales Management, New Business Development, Account Management, Coaching, Residential, Brokerage, Online Marketing, First Time Home Buyers, Public Speaking, Accounting, Home, PowerPoint, Word, Mortgage, Sellers, Real Estate Development, Sales, Mortgage Lending, Leases, Real Estate Transactions, Real Estate Financing, Referrals, Small Business, Marketing, Residential Homes, Relocation, FHA, Property, Budgets
Education
Boise State University 1997 — 2002
Bachelors Business Administration, Finance, Accounting
Sichuan University 2001 — 2001
Chinese Culture
HSBC June 2015 - Present
DAVO Technologies January 2013 - December 2013
RoboteX Inc May 2012 - October 2012
GMA Accessories December 2010 - May 2012
Skills
Microsoft Office, Financial Analysis, Strategic Planning, Project Management, Leadership, Data Analysis, Team Building, Business Development, Business Planning, Sales, Analysis, Customer Service, Financial Modeling, Start-ups, Business Analysis, Market Research, Sales Management, Finance, Microsoft Excel, Salesforce.com, Product Development, Risk Management, Entrepreneurship, Analytics, Product Management
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College
Bachelor of Science (BS)
HSBC June 2012 - August 2012
SinoOil and Gas Holdings Limited June 2011 - August 2011
Hyundai Corporation June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Statement..., DCF Valuation, PowerPoint, Microsoft Access, Russian, English, Kazakh, Accounting, Finance, Training, Access, Microsoft Office, Public Speaking
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
MaloneBailey, LLP July 2014 - Present
Barkan Management Co., Inc. October 2013 - June 2014
Rockwell Automation September 2011 - March 2012
HSBC July 2011 - August 2011
Skills
Financial Statement..., Auditing, Accounts Receivable, Mandarin, Microsoft Office, Yardi, CPA Candidate
Education
Boston College 2012 — 2013
Master of Science (MS), Accounting, 3.88/4.0
University of Technology, Sydney 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Shanghai University 2008 — 2012
Bachelor's degree, Finance, General, 3.77/4.0
LeaderOne Financial 2014 - Present
American Equity Mortgage 2007 - 2013
Saxon Capital 2005 - 2006
Countrywide Financial Corporation 2003 - 2005
HSBC 1995 - 2003
Skills
Recruiting, Mortgage Lending, Mortgage Banking, Loan Origination, Sales, CRM, Residential Mortgages, Sales Management, Financial Services, Executive Management, Credit, Marketing, Sales Management..., Refinance, Cross Selling, Talent Acquisition, Sales Operations, Insurance, Operations Management, Credit Risk, FHA, Sales Leadership..., Customer Experience, Customer Acquisition, Sales Rep Training, Lines Of Credit, Sales & Marketing..., Creative Strategy, Social Media Marketing, Performance Management, Sales Leads, Digital Marketing, Profit Maximization, Call center start-up, Internet Leads, New Leads, Database Marketing, New Customer..., General Insurance, Credit Insurance, LinkedIn, Corporate Culture, Marketing Strategy, Change Management, Corporate Communications, FHA Financing
Education
Boston College 1990 — 1994
Irish Institute of European Affairs, Leuven, Belgium 1993 — 1993
Collegium Palatinum, Heidelberg, Germany 1992 — 1992
Boston Financial Investment Management September 2014 - October 2014
Allston Brighton APAC January 2014 - March 2014
Integrated Communications & Technologies, Inc October 2013 - December 2013
Jindian Certified Public Accountants June 2012 - August 2012
HSBC July 2011 - July 2011
Skills
Auditing, Financial Statement..., Tax Preparation, Financial Reporting, Quickbooks, Microsoft Excel, Financial Modeling, Accounts Payable&..., Eviews, Microsoft Office, US GAAP, IFRS
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (MS), Accounting, 3.63
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.53
Chengdu Experimental Foreign Language School 2003 — 2009
State Street January 2015 - Present
Charles River Development May 2014 - December 2014
Alphaticks LLC September 2013 - December 2014
HSBC July 2012 - December 2012
Shenyin & Wanguo Securities Co. Ltd. July 2011 - August 2011
China Science & Merchants Capital Management Co., Ltd. July 2010 - August 2010
Skills
Financial Engineering, Teamwork, Financial Modeling, Mathematical Modeling, Stochastic Calculus, R, C++, Matlab, Stata, Eviews, Microsoft Excel, Risk Management, Corporate Finance, Commercial Banking, Financial Law, Debate, Microsoft Office, Financial Analysis, Time Series Analysis, Monte Carlo Simulation, Fixed Income, Quantitative Analytics, Bloomberg Terminal, EViews, Bloomberg, Derivatives, Quantitative Finance
Education
Boston University 2013 — 2015
Master's Degree, Mathematical Finance
China University of Political Science and Law 2009 — 2013
Bachelor of Laws (LLB), Law
China University of Political Science and Law 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration
MMG Bank November 2014 - Present
Espirito Santo Bank October 2013 - July 2014
Kattan Group February 2013 - May 2013
HSBC June 2011 - July 2011
Productos Textiles S.A. 2010 - 2010
Skills
Data Analysis, Financial Analysis, Management, Marketing, Corporate Finance, Economics, Customer Service, Market Research, SPSS, PowerPoint, Spanish, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Solver, Series 7
Education
London School of Economics and Political Science 2015 — 2019
Boston College 2009 — 2013
Bachelor of Science (BS), Finance and Marketing
Escuela Internacional Sampedrana 2004 — 2009
High school degree
The Hoffman Agency June 2014 - August 2014
BU PRLab September 2013 - December 2013
i-CABLE Communications Limited June 2013 - August 2013
HSBC June 2012 - August 2012
PICO International July 2010 - August 2010
Skills
Social Media, Event Planning, Public Speaking, Cantonese, Advertising, PowerPoint, Japanese, Data Entry, Basketball, Press Releases, Photography, Microsoft Word, Microsoft Excel, Leadership, Facebook, Public Relations, Blogging, Ballet, Microsoft Powerpoint, Microsoft Office, Research, Teamwork, Social Networking
Education
Boston University 2011 — 2015
Bachelor of Science in Communication, Public Relations
Wyoming Seminary College Preparatory School 2008 — 2011
Morgan Stanley July 2011 - Present
Deloitte June 2007 - June 2011
HSBC May 2006 - August 2006
Skills
Asset Management, Real Estate, Valuation, Due Diligence, Investments, Real Estate Investment, Acquisitions, Asset Managment, Real Estate Development, Real Estate Economics, Private Equity, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Strategies, Investment Management, Financial Analysis, Investment Banking, Financial Modeling, Investment Properties
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Real Estate
Boston University 2006 — 2006
Summer Abroad London
Payden & Rygel May 2012 - Present
CFALA Asia Pacific Community of Interest September 2009 - Present
Payden & Rygel March 2007 - May 2012
Nanya Technology (2408.TW) 2005 - 2006
Citi 2003 - 2004
HSBC February 2001 - 2003
Admerasia 2000 - 2001
Education
関西外語専門学校 2004 — 2004
Boston University
M.S.
National Taiwan University
B.S.
Washington Department of Labor and Industries July 2009 - Present
LSG Sky Chefs June 2008 - April 2009
ALL Student Loan September 2007 - April 2008
Microchip Technology October 2005 - September 2007
HSBC August 2002 - August 2005
Skills
Training, Process Improvement, Management, Customer Service, Microsoft Excel, Policy, Team Building, Microsoft Office, Budgets, Strategic Planning, Team Leadership, Public Speaking, Microsoft Word, Outlook, PowerPoint, Change Management, Project Management, Analysis, Employee Relations, Leadership, Call Centers, Accounting, Access, Government, Business Process..., Operations Management, Supervisory Skills
Education
BYU-Idaho 2012 — 2015
Currently Enrolled, Business Administration and Management
Boise State University 1997 — 1998
General Studies
Health Services Advisory Group December 2013 - Present
MetLife January 2012 - December 2013
Aflac June 2011 - December 2011
Boston University July 2010 - May 2011
HSBC September 2009 - October 2009
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Strategic Financial..., Team Leadership, SAS, Access, Statistics, Analysis, Business Analysis, Corporate Finance, Process Improvement, Microsoft Word, PowerPoint, Visio, Financial Modeling, Databases, Python, MySQL, Management, Risk Management, VBA
Education
Boston University 2010 — 2011
Master, Actuarial Science
The University of Edinburgh 2005 — 2009
BSc, Mathematics
GA Capital July 2012 - Present
HSBC April 2010 - July 2012
JP Morgan Chase July 2008 - April 2010
GE Capital June 2007 - August 2007
GE Capital June 2006 - August 2006
Education
Boston College 2004 — 2008
BS, Finance, Accounting
Canterbury School 2000 — 2004
HSBC June 2009 - Present
HSBC December 2006 - June 2009
HSBC September 2004 - December 2006
HSBC December 2001 - September 2004
Demir Bank August 1997 - December 2001
Skills
Financial Risk, Banking, Risk Management, Business Analysis, Credit Risk, Derivatives, Financial Analysis, Financial Modeling, Portfolio Management, Retail Banking, Corporate Finance, Capital Markets, Finance, Financial Planning, Financial Reporting, Internal Audit, Strategic Financial...
Education
Bogazici University 1992 — 1997
Bachelor of Arts (BA), Civil Engineering
Carey International April 2015 - Present
Primerica May 2014 - April 2015
Quality Medical Products September 2012 - September 2013
Comcast Cable January 2012 - September 2012
Global Response April 2010 - July 2010
BB&T October 2006 - October 2009
Bank of America April 2004 - October 2006
HSBC August 1998 - April 2004
Dr. Stanley Schwartz September 1994 - August 1998
Skills
Sarbanes-Oxley, Internal Audit, US GAAP, SEC filings, Sarbanes-Oxley Act, Social Media, Finance, Financial Accounting, Microsoft Excel, Microsoft Office, Management, Customer Service, Sales, Microsoft Word, Public Speaking, PowerPoint, Team Building, Forecasting, Outlook, Customer Satisfaction
Education
Hillcrest High School 1990 — 1994
High School, Dental Assisting/Assistant
Borough of Manhattan Community College
Respiratory Care Therapy/Therapist
Bank of America October 2010 - Present
Bank of America March 2008 - October 2010
HSBC May 2004 - March 2008
HSBC December 2003 - May 2004
HSBC November 2002 - December 2003
HSBC September 2002 - November 2002
HSBC September 2001 - September 2002
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Banking, Credit, Loans, Portfolio Management, Financial Analysis, Treasury Management, Underwriting, Financial Modeling, Cash Management, Mortgage Lending, Risk Management, Small Business Lending
Education
University of Rochester 2000 — 2001
BA, Economics/Finance
Boston College 1997 — 2000
Goldman Sachs June 2005 - Present
Goldman Sachs 2008 - April 2009
Goldman Sachs 2006 - 2008
Goldman Sachs June 2005 - 2006
Cantillon Capital Management LLC June 2004 - August 2004
Eze Castle Software June 2003 - August 2003
HSBC June 2002 - August 2002
Boston Latin School January 2000 - April 2002
Skills
Quantitative Analytics, Derivatives, Risk Management
Education
Harvard University 2004 — 2005
Master of Arts (M.A.), Statistics
Harvard College 2001 — 2005
Bachelor of Arts (B.A.), Applied Mathematics
Boston Latin School 1995 — 2001
ANZ July 2013 - Present
ANZ February 2009 - July 2013
HSBC 2007 - 2008
Skills
Financial Modeling, Banking, Financial Analysis, Credit Analysis, Relationship Management, Finance, Syndications, Loan Origination, Corporate Finance, Project Finance, Commercial Lending, Negotiation, Commercial Banking
Education
Macquarie University 2013 — 2013
Master of Applied Finance
University of Melbourne 2004 — 2008
Bachelor of Commerce and Bachelor of Information Systems, Economics & Finance
Boston College 2008 — 2008
Exchange Program
Balwyn High School 1998 — 2003
East Coast Asset Management June 2015 - August 2015
Harvard University June 2015 - August 2015
Cinda Securities February 2013 - June 2014
KPMG Audit October 2010 - January 2013
HSBC July 2009 - August 2009
Skills
Financial Reporting, Financial Analysis, Auditing, Corporate Finance, Financial Modeling, Valuation, External Audit, IFRS, Big 4, Risk Management, Assurance, Internal Controls, GAAP, Mergers & Acquisitions, Finance, Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Asset Management
Shanghai Institute of Foreign Trade 2006 — 2010
Bachelor of Arts (BA), Economics
Shanghai Jincai High School 2002 — 2006
High School
PepsiCo September 2014 - February 2015
Arzum June 2011 - August 2014
KPMG September 2008 - May 2011
HSBC January 2008 - April 2008
ABN AMRO Bank N.V. August 2007 - December 2007
Kraft Foods Group July 2006 - August 2006
Skills
Auditing, Financial Reporting, IFRS, Forecasting, Financial Audits, Accounting, Finance, Financial Accounting, Budgets, Cash Flow, Financial Planning, Internal Controls, Analysis, Financial Analysis
Education
University of California, Irvine 2015 — 2015
International Finance, Accelerated Finance Certificate Program
Koç Üniversitesi 2013 — 2013
Turquality MBA
Boğaziçi Üniversitesi 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration
McGill University 2006 — 2007
Management
sivas fen lisesi
HSBC Retail Banking and Wealth Management May 2015 - Present
HSBC March 2014 - Present
Citi September 2010 - February 2014
Citi July 2009 - September 2010
Citi July 2008 - July 2009
Skills
Series 63, Series 6, NYS Life, Finance, Credit, Portfolio Management, Investments, Mortgage Lending, People-oriented, Goal-oriented..., Interpersonal Skill, Reliable, Communication, Sales, Securities, Relationship Management, Loans, Retail Banking, Customer Service, Commercial Banking, Consumer Lending, Cross Selling, Banking, Credit Cards
Education
CUNY School of Professional Studies 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Borough of Manhattan Community College 2009 — 2010
Associate's degree, Business Administration and Management, General
Pershing, a BNY Mellon company October 2014 - Present
Knowledgent November 2013 - October 2014
Sapient December 2009 - November 2013
HSBC November 2006 - November 2009
Citizens Bank 2005 - 2006
JPMorgan Chase 1997 - 2005
Skills
Recruiting, Financial Services, Banking, Talent Acquisition, Applicant Tracking..., Talent Management, Onboarding, Sourcing, Executive Search, Technical Recruiting, Vendor Management, College Recruiting, Performance Management, Employee Relations, Succession Planning, Benefits Negotiation, Internet Recruiting, Employer Branding, Contract Recruitment, Workforce Planning, Multi-Cultural Team..., Organizational..., Personnel Management, Project Delivery, Human Resources, Management, Strategy, Leadership, Temporary Placement, Employee Engagement, Finance, Team Management, Team Leadership, HRIS, Interviews, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Business Administration, Management and Operations
La Salle University 1989 — 1993
MA Psych, Clinical Psychology
Moody's Investors Service August 2012 - Present
Prudential Financial June 2011 - August 2011
HSBC June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Fixed Income, Equity Research, Capital Markets, Equities, Corporate Finance, Derivatives, Financial Analysis, Quantitative Analytics, Economics, Bloomberg Terminal, Credit Risk, Analysis
Education
Boston College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.9/4.0
Syracuse University 2008 — 2010
B.S., Finance, Information Management Technology, 3.9/4.0
The Story Teller 2008 - Present
Retired April 2008 - December 2009
HSBC September 1975 - March 2008
Skills
AS/400 Information..., An author, Risk Management, Disaster Recovery, IT Management, Change Management, Information Security, Project Management, IT Operations, Banking, Lotus Notes, Security, IBM iSeries, Business Process, Governance, Management Consulting, Software Development, Databases, Information Technology, Customer Service, Budgets, Analysis, Strategic Planning, IT Audit, Business Process..., PMO, Financial Services, Microsoft Excel, Troubleshooting, IT Service Management, Information Security..., System Administration, Requirements Analysis, Operating Systems, Project Planning, Microsoft Office, Software Project..., Data Center, Coaching, Systems Analysis, SharePoint, Visio, Public Speaking, Active Directory, Integration, Enterprise Architecture, Networking, Technical Writing, Books, Management
Education
Borough of Manhattan Community College 1972 — 1973
george washingtion High School NYC 1961 — 1965
None, Computer Science
Zurich North America May 2014 - Present
Mead Johnson Nutrition 2012 - 2014
HSBC 2011 - 2012
HSBC 2010 - 2011
HSBC 2008 - 2011
HSBC 2004 - 2008
HSBC 2002 - 2004
Skills
Team Leadership, Learning design &..., Talent Management, Program Management, Change Management, E-Learning, Instructional Design, Strategy, Succession Planning, Leadership Development, Performance consulting, Team management and..., Competency modeling, Evaluation strategies..., Leadership, Performance Consulting, Training, Employee Engagement, Team Building, Organizational..., Performance Management, Human Resources
Education
Boise State University
Master of Science (MS), Instructional and Performance Technology
New School for Social Research
Master of Arts (MA), Political Science
St. John's College (MD)
Bachelor of Arts (BA), Liberal Arts
HSBC November 2014 - Present
HSBC April 2013 - November 2014
BNY Mellon November 2011 - March 2013
BNY Mellon January 2011 - November 2011
BNY Mellon March 2010 - January 2011
Columbia University March 2009 - March 2010
CME Group (NYMEX Division) January 2008 - December 2008
NYMEX March 2007 - December 2007
Seafood Cove 2005 - March 2007
Parker & Waichman, LLP September 2002 - August 2005
Skills
Certified Internal..., Internal Controls, Risk Assessment, Assurance, Governance, Basel II, Business Process..., ACL, SQL, Data Analysis, Risk Advisory, Internal Audit, Field Recording, Audio Editing, Audio Post Production, Audio Processing, Audio Mixing, Archiving, Operational Risk..., Risk Management..., Banking, IT Audit, Fraud, Financial Risk, AML, Auditing, Financial Services, Financial Analysis
Education
Dowling College 2005 — 2007
MBA, Corporate Finance
Boston University 1997 — 2001
Bachelor of Science in Business Administration, Finance
Friends Academy 1994 — 1997
The Green Vale School 1984 — 1994
Teach for America August 2011 - Present
HSBC Technolgies August 1993 - January 2011
HSBC 1993 - January 2011
Republic National Bank of NY 1993 - 2000
Skills
Integration, Project Management, Process Improvement, Project Planning, Software Development, IT Strategy, Vendor Management, Program Management, SDLC, PMO, PMP, Project Portfolio..., Agile Project Management, Databases, Business Analysis, Leadership, Data Center, Requirements Analysis, Management, Software Project..., Agile Methodologies, ITIL, Project Delivery, Scrum, IT Management, Enterprise Architecture
Education
Boston University 1987 — 1991
Masters, Computer Science
University of Connecticut 1980 — 1983
BS, EE / CS (dual major)
PwC September 2013 - Present
State Street July 2013 - September 2013
UBS July 2012 - September 2012
GE June 2011 - August 2011
G2 Capital Advisors June 2011 - August 2011
HSBC July 2010 - August 2010
Education
Boston College - Carroll School of Management 2012 — 2013
MSF/MSA, Accounting and Finance
Boston University - School of Management 2009 — 2012
Bachelor of Science in Business Administration, Finance, Minor in Economics, Cum Laude
Harvard University 2009 — 2009
summer school, Finance
HSH Nordbank September 2014 - Present
HSBC March 2013 - April 2014
DELOITTE FINANCIAL ADVISORY SERVICES LLP September 2010 - November 2012
Anti-Money Laundering August 1998 - September 2010
U.S. DEPARTMENT OF THE TREASURY January 1991 - January 1998
Skills
Risk Management, Banking, Financial Risk, Operational Risk, Financial Services, Due Diligence, AML, Securities, Governance, Financial Modeling, Financial Analysis
Education
UNIVERSITY OF MARYLAND's Smith School of BusinessCollege
Masters, Business Administration; Finance and Financial Institutions Policy
Boston College 1987 — 1990
BA, History Poli Sci
Boston College
Bachelor of Arts, History; Political Science
UNIVERSITY OF MARYLAND’s Smith School of BusinessCollege
HSBC June 2005 - December 2008
Education
Borough of Manhattan Community College 1992 — 1995
Associates, Associates in Arts
Capital One June 2013 - January 2014
HSBC June 2011 - June 2013
HSBC August 2009 - May 2011
HSBC Private Bank June 2007 - April 2009
HSBC July 2005 - July 2007
HSBC January 2000 - July 2005
Republic National Bank January 1994 - January 2000
Marine Midland Bank - NY, NY October 1988 - December 1993
Ensign Bank, NYC August 1986 - October 1988
Skills
Underwriting, Credit Analysis, Small Business Lending, Management, Financial Analysis, Investments, Retail Banking, Capital Markets, Middle Market, Commercial and..., Credit Risk, Credit, Commercial Lending, Portfolio Management
Education
Boston University 1978 — 1982
Bachelor of Arts (BA), Economics
Portsmouth Abbey 1975 — 1978
High School, Liberal Arts and Sciences - College Prep
Argo Group International Holdings, Ltd. January 2013 - Present
Victor O. Schinnerer & Co., Inc. April 2009 - January 2013
HSBC Card Services July 2008 - April 2009
HSBC July 1998 - June 2008
Skills
Customer Service, Microsoft Word, Administrative..., Sales Management, Operational Excellence, Sales Operations, Windows, Microsoft Excel, Lotus Notes, Training, Rating, Invoicing, Data Entry, Commercial Insurance, Reinsurance, Property & Casualty..., Underwriting, Insurance, Finance, Legal Liability, Outlook, Risk Management, Employment Practices..., General Insurance, Liability, Claim, Brokers
Education
Borough of Manhattan Community College 1996 — 1999
Computer Programming
Canarsie High School 1990 — 1994
HSBC August 2014 - Present
HSBC April 2013 - August 2014
HSBC October 2010 - April 2013
Citigroup April 2010 - September 2010
Citigroup December 2007 - April 2010
Time Inc. October 2007 - December 2007
Boston University British Programmes October 2004 - May 2005
Skills
AML, Fraud, KYC, USA PATRIOT Act, Due Diligence, Bank Secrecy Act, Compliance Regulations, Compliance, Regulatory Requirements, Risk Management, Policy, Financial Services, Anti Money Laundering
Education
Utica College 2013 — 2016
Master of Science (MS), Economic Crime Management
Humboldt-Universität zu Berlin 2005 — 2007
Master of Arts (MA), British Studies
Boston University 2000 — 2004
Bachelor of Arts (BA), History, American Studies, Art History, 3.36 GPA
Boston Latin School 1994 — 2000
High School Diploma
Regus December 2012 - Present
Chase February 2010 - September 2010
Chase February 2009 - February 2010
Chase August 2006 - February 2009
HSBC 2005 - 2006
Bank of America 2004 - 2005
Skills
Customer Service, Microsoft Office, Sales, Time Management, Problem Solving, Organization, Teamwork, Motivation, Positive Personality, Banking, Sales Process, Customer Retention, Selling, Retail
Education
Borough of Manhattan Community College
TEKsystems 2012 - Present
ION Computer Systems May 2012 - May 2012
Partners Executive Transportation September 2011 - March 2012
HSBC Banking Corporation August 2009 - December 2010
HSBC June 2000 - December 2010
HSBC Banking Corporation June 2000 - August 2009
Unisys Corporation/Global Outsourcing infrastructure & Services October 2002 - August 2007
American Express Bank Ltd May 1998 - October 2002
Skills
Unisys IPS system, Microsoft Windows, MS Word, Excel, Microsoft Outlook, Fully Fluent in English...
Education
Borough of Manhattan Community College 1988 — 1991
72 credits, Accounting
SCS Business & Technical Institute 1985 — 1986
Diploma, Accounting and Business/Management
Borough of Manhattan Community College
Associates Degree, Accounting
PwC October 2013 - Present
PwC July 2012 - August 2012
HSBC May 2012 - May 2012
BDO China - Nanjing Shu Lun Pan Yonghua CPA Co., Ltd. January 2012 - April 2012
INTERNAL REVENUE SERVICE VITA PROGRAM January 2011 - April 2011
Guodu Securities May 2009 - August 2009
Skills
Accounting, Analysis, Income Tax, Finance, Auditing, Tax, Financial Statements
Education
Boston College 2012 — 2013
Master of Science Degree, Accounting
Indiana University of Pennsylvania 2009 — 2011
Bachelor's degree, Accounting
Yaovi Bouka et Associés S.E.N.C January 2015 - Present
African Leadership Force September 2012 - Present
Boise State University August 2013 - May 2015
ScaleStation January 2014 - September 2014
Mission Fitness (Steve Gronick Services) September 2012 - December 2012
HSBC August 2012 - December 2012
Allied International Credit August 2011 - December 2011
Investors Group July 2011 - December 2011
Divine Chocolates January 2011 - April 2011
Melaleuca:The Wellness Company October 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, Team Leadership, Accounting, Strategic Planning, Analysis, Negotiation, Investments, Coaching, Financial Analysis, Budgets, Team Building, Data Analysis, Process Improvement, Real Estate, Business Analysis, Financial Modeling, Customer Service, Economics, PowerPoint, Training, Leadership, Management, Financial Reporting, Sales, Teamwork, Recruiting, Marketing Strategy, Spanish, Market Research, Finance, Retail, Marketing
Education
University of California, Davis - School of Law 2015 — 2018
Juris Doctor (J.D.)
Boise State University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University - Idaho 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management Marketing and Finance
College Montmorency 2004 — 2009
Collegiate Diploma, Social Sciences emphasis in World and Society;
McDonald's Corporation August 2012 - Present
HSBC September 2011 - August 2012
HSBC 2010 - September 2011
HSBC 2008 - 2010
HSBC 2007 - 2008
Zale Corporation, Inc. 2004 - 2007
JCPENNEY CORPORATION, INC. 2002 - 2003
Whitehall Jewellers, Inc. 1995 - 2002
Sterling Jewelers 1990 - 1995
Skills
Learning Management..., Instructor-led Training, Training, Program Management, Employee Training, Sales, Cross-functional Team..., Sales Operations, Strategic Planning, Team Building, Leadership Development, Staff Development, Change Management, Performance Management, Workshop Facilitation, Management, Team Leadership, Recruiting, Training Delivery, Coaching, Instructional Design, Leadership, Retail
Education
Boise State University
MS Instructional & Performance Technology
Kent State University
BFA, Fine and Professional Arts
Intervale Capital April 2013 - Present
HSBC June 2010 - April 2013
Morgan Stanley Wealth Management June 2009 - September 2009
Education
Boston College 2006 — 2010
BA, Honors Economics, English
Westminster School 2003 — 2006
HSBC
Skills
Certified Internal..., Certified Financial..., Certification in Risk...
Education
Boston University
Master's Degree, Business Continuity, Security & Risk Management
Strayer University
BS, Accounting
Two Sigma March 2015 - Present
Barclays Investment Bank October 2013 - March 2015
HSBC July 2012 - October 2013
HSBC June 2011 - August 2011
General Electric May 2010 - September 2010
Lazard Capital Markets March 2010 - May 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Chemidex August 2009 - October 2009
Brotherhood Bank & Trust May 2009 - September 2009
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Boston University - School of Management 2008 — 2012
Bachelor of Science, Finance, General, Cum Laude
External Coursework 2008 — 2012
Valuation & Financial Analysis
Shawnee Mission West High School 2004 — 2008
Pre-Collegiate Preparatory, Salutatorian
Boston College September 2014 - April 2015
Union College September 2013 - June 2014
Union College January 2012 - June 2014
County of Albany Department of Audit and Control January 2013 - March 2013
Union College VITA Site January 2013 - March 2013
AllSquare Wealth Management, LLC June 2012 - July 2012
HSBC July 2011 - August 2011
Skills
Matlab, Microsoft Access, Stata, Eviews, Chinese, Japanese, Mandarin, Research
Education
Boston College 2014 — 2015
Master's Degree, Accounting
Union College 2010 — 2014
Bachelor of Arts (BA), Economics, Overall GPA:3.789/4.0; Dean’s List: 2010-2014; Summa Cum Laude
EMC January 2015 - Present
EMC June 2013 - January 2015
StratX October 2011 - June 2013
Nantucket Community Sailing June 2010 - September 2011
US Department of Commerce January 2011 - May 2011
George Sherman Union September 2009 - May 2011
HSBC March 2010 - May 2010
Gatehouse Consulting Ltd February 2010 - May 2010
George Sherman Union 2007 - 2009
Skills
Program Management, Social Media, Logistics Management, Webex, SharePoint, Customer Service, WebEx, Market Research, Marketing, Marketing Strategy, Project Management, Management, Leadership, Microsoft Office, Microsoft Excel
Education
Boston University 2007 — 2011
Bachelor of Arts, Economics and International Relations
Eversource Energy April 2000 - Present
HSBC 1999 - 2000
HSBC 1997 - 1999
HSBC 1994 - 1997
HSBC 1988 - 1994
PwC 1984 - 1987
Skills
Forecasting, Financial Analysis, Financial Modeling, Investor Relations..., US GAAP, Cashflow Analysis, Budgeting, Variance Analysis, Internal Audit, Internal Controls, Mergers & Acquisitions, Strategic Planning, Oral & Written..., Supervisory Skills, Coaching
Education
University of Notre Dame 1987 — 1988
MBA, Finance Concentration, With Honors
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1984
Bachelor of Science (B.S.), Accounting, Magna cum Laude
Boston College September 2013 - Present
Bike & Build May 2013 - August 2013
DRT Strategies June 2012 - May 2013
University of Florida March 2010 - June 2012
HSBC May 2009 - August 2009
World Trade Center May 2008 - August 2008
Skills
Research, International Business, Higher Education, Entrepreneurship, Analysis, Contemporary Art, Spanish, Fundraising
Education
Boston College 2013 — 2018
Doctor of Philosophy (PhD), Organizational Behavior Studies
University of Florida 2011 — 2012
MA, International Business
University of Richmond 2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies focus on Latin America
Pontificia Universidad Católica de Chile 2008 — 2008
Instituto de Economia
Universidad Blas Pascal 2007 — 2007
Spanish Language and Culture
Ecole Active Bilingue 2003 — 2004
Nichols School
HSBC June 2015 - Present
Santander Bank, N.A. February 2013 - June 2015
Boston College September 2010 - December 2012
YINHUA FUND MANAGEMENT CO. LTD June 2011 - August 2011
Keithley Instruments August 2006 - May 2009
Amkor Technology July 2005 - August 2006
SMIC June 2001 - June 2005
Skills
Risk Management, Statistical Modeling, Time Series Analysis, decision tree based..., Proficient with..., Parametric and..., missing analysis, distribution fitting, simulations, Simulations, SAS, Portfolio Management, Project Management, Credit Risk, Data Analysis, Statistics, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Finance
Fudan University 1997 — 2001
Bachelor, Physics
Shoppers Drug Mart May 2014 - Present
Berkeley Payment Solutions January 2014 - April 2014
HSBC March 2013 - October 2013
KPMG Canada January 2011 - May 2011
Bank of Montreal - BMO Financial Group February 1997 - August 2010
Bank of Montreal - Corporate Audit Department - Enterprise Technology Audit July 2006 - December 2007
Allied Beauty Association 1996 - 1996
i Productions January 1993 - January 1995
Ministry of Natural Resources January 1991 - January 1993
Skills
Retail Banking, Credit Cards, Mainframe, Waterfall, PMP, SDLC, Project Portfolio..., Vendor Management, Program Management, Business Analysis, Banking, Project Planning, MS Project, Portfolio Management, PMO, Business Process, Change Management, Process Improvement, Outsourcing, Risk Management, Cross-functional Team..., PMBOK, Requirements Analysis, Professional Services, Risk Mitigation, Governance, Vendor, Deployment, Application Development, Deliverables, Integration, Risk, Team Leadership, Mentoring, Business Process..., Budgeting, Resource Management, Issue, Documentation, CMMI, Business Transformation, Project Delivery, RUP, Process Development, ITIL, SharePoint, Business Requirements
Education
George Brown College 2012 — 2012
Carpentry Program, Construction Trades
Boston University 1998 — 2000
Certificate, Masters - Project Management
York University 1995 — 1996
Certificate, Computer Programming, Systems Analysis & Design
York University 1983 — 1989
Bachelor of Arts, Mathematics for Commerce
Deloitte October 2014 - May 2015
Grant Thornton November 2013 - April 2014
Liaoning Shanbang Public Accounting Firm August 2012 - August 2012
HSBC July 2012 - July 2012
Chaoyang Founder Public Accounting Firm February 2012 - February 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Accounting, Auditing, Financial Accounting, PowerPoint
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master's degree, Accounting
University of Southern California - Marshall School of Business 2012 — 2013
Exchange Program, Accounting
Dongbei University of Finance and Economics 2009 — 2013
Bachelor's degree, Accounting
Carl Marks Advisors May 2015 - Present
HSBC July 2013 - May 2015
UBS July 2012 - August 2012
Bank of America June 2011 - August 2011
European Parliament May 2011 - June 2011
Celebrate St. Louis May 2010 - July 2010
Bellerieve Country Club January 2006 - January 2009
Skills
Finance, Economics, Financial Analysis, Microsoft Excel, Portfolio Management, Research, Financial Modeling, Credit Analysis
Education
Boston College 2009 — 2013
B.A, Economics, Graduated
Università Commerciale Luigi Bocconi 2012 — 2012
Economics/ Finance, Junior Year
Mary Institute and St. Louis Country Day School 2006 — 2009
High School
Fishbole July 2015 - Present
Outrun Cancer January 2014 - Present
Bell Capital Group May 2013 - Present
ImageBrief March 2015 - September 2015
Race Name January 2014 - February 2015
BRR Media November 2014 - January 2015
BRR Media April 2006 - July 2014
HSBC November 2004 - April 2006
Merrill Lynch June 2000 - May 2004
Skills
Capital Markets, Corporate Finance, Financial Modeling, Equities, Investment Banking, Financial Analysis, Digital Media, Business Strategy, New Business Development, Entrepreneur, Entrepreneurship, Investor Relations, Investments, Private Equity, Mergers & Acquisitions, Wellness, Fitness, Holistic Health, Start-ups, Business Development, Sales, Emerging Markets, IPO, Strategy, Finance, Management, Leadership
Education
Bond University 1997 — 2000
Bachelor of Commerce (BCom), Finance, International Business
Gymnasium Athenaeum Stade (Germany) 1997 — 1997
High School, Exchange Program
The Southport School 1993 — 1996
High School Certificate, Matriculation
U.S. Securities and Exchange Commission August 2015 - Present
HSBC June 2014 - July 2015
Seward & Kissel LLP August 2005 - April 2013
Winston & Strawn LLP September 2002 - August 2005
The Honorable Lawrence M McKenna, United States District Court, SDNY June 2000 - August 2000
Skills
Securities Regulation, Corporate Governance, Corporate Law, Securities, Legal Research, Legal Writing, International Law, Intellectual Property, IPO, Private Placements, Commercial Litigation, Joint Ventures, Private Equity, Licensing, Litigation, Civil Litigation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.) in Securities and Financial Regulation
Boston College Law School 1999 — 2002
JD
State University of New York at Stony Brook 1995 — 1997
BA, Political Science, Magna Cum Laude and Phi Beta Kappa
Square Business Consulting Inc. August 2015 - Present
MyDocumate July 2014 - Present
Boston College September 2014 - December 2014
Bank of Nanjing July 2014 - August 2014
Financial Bureau of Pukou June 2014 - July 2014
HSBC May 2013 - July 2013
KPMG China July 2012 - August 2012
Accounting Center of Pukou May 2012 - June 2012
Skills
Matlab, Stata, Business Analysis, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis, Research, Teamwork, Time Management, Leadership, Event Planning, Accounting, English, Economics, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (M.S.), Finance, General
Penn State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.84
Penn State University 2010 — 2014
Bachelor's Degree, Economics
Cyberonics October 2014 - Present
WilmerHale September 2008 - October 2014
HSBC January 2011 - August 2012
Skills
Litigation, Commercial Litigation, Securities Regulation, Legal Research, Legal Writing, Civil Litigation, Legal Advice, Dispute Resolution, Private Investigations, Securities Litigation, Securities, Mergers & Acquisitions, Employment Law, Courts, Westlaw, Due Diligence
Education
Boston College Law School 2005 — 2008
Doctor of Law (JD)
Bucerius Law School, Hamburg, Germany 2007 — 2007
Georgetown University 2001 — 2005
Bachelor of Science in Foreign Service, International Political Economy
Ludwig-Maximilians Universität München 2003 — 2004
Photo Tech Repair Service Inc February 2013 - Present
Signature Bank September 2006 - October 2012
HSBC August 2004 - August 2006
Skills
Customer Service, Team-oriented, Organization, Microsoft Office, Firefox, Internet Explorer, Android, Computer Assembly, Microsoft Operating..., Software Installation, Bank Secrecy Act
Education
Borough of Manhattan Community College 2008 — 2014
Early Childhood Education and Teaching, 3.87
Staffing Now September 2012 - Present
HSBC March 2012 - August 2012
2020 Companies March 2008 - March 2012
HMBI January 2005 - March 2008
NRI Staffing October 2001 - January 2005
Paragon Capital Group January 1995 - October 2001
Skills
Skills:Military..., Accounting, Community Outreach, Purchasing, Copying, Loans, Outlook
Education
Borough of Manhattan Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
John Dewey H.S. 1981 — 1985
H.S. Diploma, General Studies, 3.0
Merchant Cash and Capital LLC December 2013 - Present
HSBC 2007 - 2012
Skills
•Fluent in Spanish, •Ability to function..., •Microsoft Word, Excel..., •Ability to operate..., Banking, Customer Service, Microsoft Word
Education
Borough of Manhattan Community College 2006 — 2008
State Farm Agent June 2010 - Present
Rebelde Call Center Consultants May 2007 - May 2010
Dish Planet, Inc. June 2004 - April 2007
Foresters January 2003 - May 2004
HSBC October 2001 - December 2002
Allstate November 1999 - September 2001
State Farm Agent January 1998 - October 1999
State Farm December 1995 - December 1998
State Farm March 1992 - December 1995
Skills
Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Life Insurance, Call Center Development, Sales Process..., Sales, Term Life Insurance, Property & Casualty..., Long-term Care, Umbrella Insurance, Customer Service, Team Building, Strategic Planning
Education
Willamette University MBA 1989 — 1991
Master of Business Administration (M.B.A.), Organizational Behavior Studies
Boise State University 1983 — 1988
Bachelor’s Degree, Finance and Economics
Capital High School 1980 — 1983
High School, General Studies
LogicManager, Inc. June 2015 - Present
DeMatteo Monness LLC February 2015 - April 2015
Startup China 思道睿咨询 June 2014 - August 2014
CreativeHunt June 2013 - August 2013
Under Armour April 2012 - August 2012
HSBC June 2011 - July 2011
Skills
Marketing Research, Online Journalism, PowerPoint, Copy Editing, Microsoft Excel, Presentations, Keynote, Mandarin, Networking, Data Analysis, Management, Public Speaking
Education
Boston University 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, Operations Management and Organizational Behavior
Shanghai American School Puxi 2010 — 2012
John Hancock Investments August 2015 - Present
UBS February 2014 - August 2014
Blu. April 2014 - July 2014
The Aclaime Group January 2014 - May 2014
Tangren Group, LLC March 2011 - January 2014
Chinese Future Entrepreneur Foundation and Club February 2011 - February 2012
Kaplan University July 2009 - August 2010
HSBC February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Financial Modeling, Leadership, Financial Analysis, Finance, Management, Strategy, Data Analysis, Analysis, Corporate Finance, Portfolio Management, Valuation, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's Degree, Master of Finance
University of Utah 2010 — 2013
Bachelor's degree, Economics and Computer Science
Northeastern University 2010 — 2011
Bachelor's degree, Economics
HSBC July 2014 - August 2014
China Life Insurance Co.Ltd May 2014 - July 2014
China Construction Bank July 2013 - August 2013
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Science (MS), Accounting and Finance
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Accounting, 3.72/4.00
Citi April 2015 - Present
Independent Consultant at Various Companies January 2008 - December 2014
Price Waterhouse Coopers May 2006 - December 2007
The Properties Group a division of Interpublic Group IPG February 2004 - April 2006
Debevoise & Plimpton January 2001 - February 2004
HSBC May 1997 - January 2001
Skills
Microsoft Excel, QuickBooks, Hyperion Enterprise, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, Budgets, Internal Audit, Financial Modeling, Dodd-Frank, Basel II, Basel III, SAP, IFRS, Oracle SQL, Elite, GAAP, TM1, Bloomberg, Computron, Peachtree, FileMaker, Lotus Notes, Microsoft Office, Account Reconciliation, Forecasting, Accounts Receivable, Financial Statements, Managerial Finance, Analysis, Financial Audits, Process Improvement, Variance Analysis, Banking, Sarbanes-Oxley, Financial Risk, Financial Accounting, SEC filings
Education
Metropolitan College of New York 2011 — 2012
Master of Business Administration (M.B.A.), Financial Services, 3.7 / 4.0
CUNY Medgar Evers College 2003 — 2006
Bachelor's Degree, CPA - Accounting
Borough of Manhattan Community College 1999 — 2001
Associate's Degree, Business - Accounting
HSBC July 2012 - Present
HSBC May 2011 - Present
Farmhouse October 2009 - April 2011
Daylight Forensic & Advisory, LLC April 2007 - December 2009
Chase Insurance Group 2005 - 2007
Chase Asset Management 2005 - 2006
Columbia Management August 1997 - September 2002
Skills
AML, OFAC, KYC, Banking, USA PATRIOT Act, Fraud, Mutual Funds, Fixed Income, Bank Secrecy Act, Asset Managment, Investments, Series 7, Series 63, Private Investigations, Project Management, Due Diligence, Securities, Financial Risk, Risk Management, Financial Services, Anti Money Laundering, Asset Management, Finance, Internal Audit, Operational Risk
Education
Boston University
BA
Santander Bank, N.A. May 2015 - Present
Santander Bank, N.A. August 2013 - May 2015
Liberty Mutual Insurance Strategic Services September 2012 - July 2013
Liberty Mutual Insurance June 2012 - September 2012
New Holiday LLC January 2009 - 2011
HSBC February 2006 - July 2008
HSBC February 2005 - February 2006
CU Institute of Behavioral Science November 2002 - March 2004
Skills
Financial Analysis, Investments, Sales, Insurance, Loans, Strategic Planning, Corporate Finance, Leadership, Analysis, Banking, Business Strategy, Marketing, Portfolio Management, Training
Education
Boston College 2012 — 2013
Master of Science (M.S.), Finance
Boston College - Carroll School of Management 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado Boulder 2000 — 2004
BS, BS Economics Minor/Business
J.P. Morgan March 2015 - Present
The Buckingham Research Group March 2014 - March 2015
Sidoti & Company, LLC September 2012 - February 2014
HSBC May 2011 - August 2012
HSBC August 2010 - May 2011
Boston University August 2008 - May 2010
Boston University’s School of Management September 2009 - April 2010
Boston University’s School of Management September 2008 - May 2009
PNC Financial Services Group, Inc. June 2008 - August 2008
Boston University’s School of Management September 2007 - May 2008
Skills
Financial Modeling, Analysis, Microsoft Excel, Investments, Budgets, Finance, Management, PowerPoint, Financial Analysis, Marketing, Accounting, Bloomberg, Capital Markets, Equities, Valuation
Education
Boston University 2006 — 2010
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, concentrated in Accounting and Finance; minor in Anthropology, 3.76
Our Lady of Victory Academy 2003 — 2006
Baker Newman Noyes December 2014 - Present
Financial & Taxation Services Inc. October 2014 - December 2014
S studio, LLC July 2014 - October 2014
Educational Development Group October 2013 - January 2014
SHINEWING CPA July 2013 - August 2013
University at Buffalo February 2012 - April 2013
HSBC June 2012 - July 2012
Agriculture Bank of China June 2011 - August 2011
Skills
Financial Analysis, Accounting Research, Auditing, Access, Accounts Receivable, Income Tax, Microsoft Excel, QuickBooks, IFRS, Microsoft Office, Peachtree, HTML, Bilingual, Financial Reporting, PowerPoint, Customer Service
Education
Boston College 2013 — 2014
Master of Science (MS), Accounting
SUNY at Buffalo 2010 — 2013
Bachelor's degree, Accounting, 3.93
Acadian Asset Management May 2015 - Present
HSBC June 2013 - August 2013
PwC June 2012 - August 2012
Haitong Securities International Securities Group June 2011 - August 2011
Skills
C++, Java, Microsoft Office, Python, Android, VBA, JavaScript, Financial Modeling, R
Education
Boston University 2014 — 2016
MS of Financial Mathematics, Financial Engineering
University of Virginia 2011 — 2014
Bachelor's degree, Bachelor of Arts in Mathematics, Computer Science, Minor in Economics
The Ohio State University 2010 — 2011
Bachelor's degree, Mathematics, Psychology, Studio Art, 4.0
Hangzhou No.2 High School 2006 — 2009
Robert Half International 2010 - 2010
Aviva USA 2010 - 2010
Aviva USA 2010 - 2010
New York University October 2009 - December 2009
Federal Reserve Bank NY August 2005 - May 2007
Borough Manhattan Community College 1994 - 2007
HSBC 2004 - 2005
Radianz 2003 - 2004
SemperFi Global Communication Inc. December 2001 - February 2003
Citigroup 2003 - 2003
Education
City University of New York
BS
Borough of Manhattan Community College
HSBC May 2012 - Present
Skills
Commercial Banking, Corporate Finance, Cash Management, Banking, Capital Markets, Credit Analysis, Credit Risk, Derivatives, Equities, Financial Risk, Global Cash Management, ISSA, Investments, Portfolio Management, Risk Management, Strategic Planning, Trading, Asset Management
Education
Boston University 2006 — 2007
Master's, Financial Economics
Boston University 2006 — 2006
Post-Graduate, Banking and Finance
Iowa State University 1997 — 2002
Bachelor, Construction Engineering
Flywheel Software December 2014 - Present
DeVry University May 2014 - Present
Druva September 2012 - December 2014
Smart Modular Technologies September 2010 - September 2012
Lucile Packard Children's Hospital March 2010 - September 2010
Baxter September 2007 - August 2009
HSBC December 2006 - September 2007
Aon Corp 2005 - 2006
vAngelz Technologies Private Limited April 2002 - December 2003
Horizon Technologies Private Limited June 1999 - May 2000
Skills
Financial Statement..., Variance Analysis, Cash Flow, Consolidation, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Strategic Financial..., Accounting, Valuation, Sarbanes-Oxley Act, Finance, Forecasting, Process Improvement, Risk Management, Internal Controls, Analysis, SEC filings, Accounts Payable, Auditing, Budgets, Essbase, Business Analysis, Payroll, Start-ups, Financial Planning, SEC Filings
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Master of Science (MS), Accounting
International Management Institute 2000 — 2002
MBA, Finance
Jesus & Mary College 1996 — 1999
Bachelors of Commerce, Business/Commerce, General
HSBC July 2014 - Present
TD February 2010 - July 2014
TD October 2006 - February 2010
Goldman Sachs September 2004 - May 2006
Belzberg Technologies July 2000 - January 2003
Skills
Quantitative Finance, Market Risk, Derivatives, Credit Risk, Fixed Income, Equity Derivatives, Trading Systems, Quantitative Analytics, Capital Markets, Risk Management, VBA, Financial Risk
Education
Boston University 2003 — 2004
Masters, Mathematical Finance
University of Toronto - University College 1995 — 2000
Bachelors, Computer Science, Mathematics
Visa December 2013 - Present
Sung Carlson Associates, LLC 2008 - December 2013
Visa 2012 - 2013
Language at Play 2006 - 2008
HSBC 2004 - 2006
HSBC 2001 - 2004
ebDirect.com 1999 - 2001
Bain & Company 1997 - 1999
Procter & Gamble 1996 - 1996
Arnold Worldwide 1990 - 1995
Skills
Product Development, Cross-functional Team..., Analytics, Financial Services, Start-ups, Entrepreneurship, Management Consulting, Strategic Planning, Strategy, Marketing Strategy, Marketing, Leadership, Retail, Customer Insight, Market Research, Consumer Products, Customer Acquisition, Advertising, Credit Cards, Team Building, Mandarin, Full P&L Responsibility, Direct Marketing, Strategic Consulting, Growth Strategies, Segmentation, Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing and Finance
Boston University 1986 — 1990
BS, Communication
Subiaco Abbey & Academy January 2013 - Present
Financial services BPO outsourcing October 2003 - Present
St Edmunds Academy 2007 - 2013
HSBC May 2001 - January 2003
Citibank April 2000 - May 2001
The Chase Manhattan Bank May 1998 - April 2000
Fidelity Investments January 1993 - May 1998
Skills
BPO, Outsourcing, Call Center, Telemarketing, Vendor Management, Customer Experience, Operations Management, Lead Generation, New Business Development, Customer Retention, Workforce Management, CRM, Business Development, Relationship Management, Account Management, Call Centers, Customer Satisfaction, Management, Sales, Leadership, Strategy, Process Improvement, Solution Selling
Education
Villanova University 1998 — 2000
MBA, Business
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Business
The University of Dallas 1984 — 1988
BA, Biology- Pre Med
Subiaco Academy 1980 — 1984
HS, College Preparatory Boarding School
First Niagara Bank May 2014 - Present
Wells Fargo November 2012 - April 2014
HSBC August 2010 - November 2012
HSBC June 2007 - August 2010
HSBC March 2005 - June 2007
HSBC Korea 2001 - 2005
Skills
Banking, Credit, Portfolio Management, Credit Analysis, Capital Markets, Financial Analysis, Risk Management, Loans, Relationship Management, Financial Modeling, Investments, Corporate Finance, Wealth Management, Commercial Banking, Financial Services, Cash Management
Education
Amherst
Boston College
BS, Finance
LSE
BS
UB
MBA, International Finance
Kids Fitness World June 2015 - Present
Firefly Resources November 2014 - Present
Citi June 2010 - January 2014
Citigroup October 2007 - September 2011
HSBC September 2004 - October 2007
CALYON Investment Banking (Credit Lyonnais) January 1998 - September 2004
Skills
Women's Fitness..., ACE Certified Personal..., Nutritional Counseling
Education
Boston University 1992 — 1996
BA, Economics/Finance
HSBC June 2008 - Present
RBS September 2004 - April 2008
Bank of Tokyo-Mitsubishi January 2000 - August 2004
Sumitomo bank August 1992 - March 2000
Skills
FX Options, Currency, Foreign Exchange, Hedge Funds, Derivatives, Financial Markets, Emerging Markets, Structured Products, Electronic Trading, Capital Markets, Bloomberg, Forwards, Hedging, Trading Systems
Education
Boston University 1988 — 1992
BA, Economics
HSBC October 2012 - Present
Bank of America Merrill Lynch January 2009 - October 2012
Bank of America January 2005 - December 2008
Skills
Financial Analysis, Banking, Portfolio Management, Credit, Investments, Equities, Underwriting, Credit Analysis, Financial Modeling, Finance, Market Research, Risk Management, Commercial Lending, Loans, Commercial Banking, Credit Risk, Capital Markets
Education
Boise State University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
HSBC April 2004 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Finance
CS Capital Advisors, LLC May 2010 - Present
HSBC June 2009 - August 2009
Northeast Capital & Advisory, Inc. May 2008 - August 2008
Interstate Commodities, Inc. July 2005 - December 2007
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Hedge Funds, Derivatives, Portfolio Management, Bloomberg, Fixed Income, Private Equity, Corporate Finance, Financial Analysis, Investments, Asset Managment, Mergers, Capital Markets, Due Diligence, DCF, Business Valuation, Alternative Investments, Structured Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
BS, Corporate Finance
Fordham Gabelli School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
The Albany Academy 1996 — 2001
H.S. Diploma
HSBC October 2013 - Present
JPMorgan Chase March 2009 - October 2013
John Thomas Financial September 2008 - November 2008
National Securities November 2007 - September 2008
Manhattan Mini Storage March 2002 - January 2007
Skills
Series 63, Series 7, Investments, Equities, Portfolio Management, Banking, Mutual Funds, Securities, Financial Analysis, Bonds, Valuation, Finance, Financial Markets, Credit, Financial Services, Retail Banking, Mortgage Lending
Education
Borough of Manhattan Community College
Associate of Arts, Business Administration
miami coral park
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
Bloomberg LP 2013 - Present
Jefferies & Company 2012 - 2014
RBS 2008 - 2011
HSBC 2005 - 2008
Ernst & Young 2004 - 2004
Skills
FX Options, FX Hedging, Structuring, Structured Products, Deal Structuring, FX, Latin America, Mexico, Brazil, Interest Rate..., Credit Derivatives, CVA, Funding, Hedge Accounting, Volatility, Product Marketing, CDS, CLN, Credit Risk, Correlation, Correlation Trading, Variance Swaps, Marketing, Sales, Sales Process, Financial Structuring, FX Derivatives, Derivatives
Education
Boston University 2001 — 2005
Bachelors of Science, Computer Systems Engineering, Summa Cum Laude
Brookline High School 1997 — 2001
CFA Institute
HSBC Brand ManagerGroupe SEBJanuary 2014 - Present
Education
Boston University 2004 — 2008
Economics & Finance
Boston University Questrom School of Business
HSBC January 1999 - November 2009
HSBC July 1991 - December 1998
HSBC June 1989 - June 1990
Skills
Documentary Collections, Letters of Credit, Medical Billing, Banking, Credit, Loans, Commercial Banking, Payments, Invoicing, International Trade, Financial Transactions, Bank Reconciliation, Training, Human Resources, Microsoft Excel
Education
Borough of Manhattan Community College 2007 — 2010
New York City College of Technology
Self Employed Consultant January 2012 - Present
Metropolitan Market May 2010 - December 2011
RedBrook Capital Partners August 2006 - April 2010
HSBC April 2005 - June 2006
Comcast Cable February 2002 - March 2005
GoldenScreens Interactive March 2000 - February 2002
TeamOn Inc. January 1999 - February 2000
Connectsoft 1994 - 1999
Impact Inc. February 1988 - March 1994
Intel 1982 - 1986
Skills
Product Management, Product Marketing, Vendor Management, Business Development, Start-ups, Entrepreneurship, Financial Analysis, Leadership, Strategy, Executive Management, Management, CRM, Management Consulting, Program Management, Business Planning, Enterprise Software, Marketing Strategy, Mergers
Education
Boston University 1975 — 1976
Master of Business Administration (MBA) Incomplete, MBA Core Courses
PEC/University of Technology
Bachelor's degree, Engineering
HSBC August 2009 - Present
HSBC April 2007 - October 2011
HSBC February 2006 - April 2007
HSBC Card Services July 2002 - February 2006
Household International April 2001 - July 2002
Household International December 1994 - April 2001
Skills
Credit Cards, Collections, Credit, Credit Risk, Analysis, Leadership, Financial Risk, Employee Relations, Analytics, Strategy, Operations Management, CRM, Call Center, Team Management, Project Management, Software Project..., Management, Sales, Process Improvement, Finance, Customer Experience, Call Centers, Executive Management, Financial Services, Banking, Business Transformation, Portfolio Management
Education
Boston University 2014 — 2015
Graduate Certificate, Risk Management and Business Continuity, Business and Personal/Financial Services Marketing Operations
Boston University - School of Management 2007 — 2010
MS BFSM, Banking and Finance Managment
Global Financial Markets Association (GFMA) June 2015 - Present
CLS Bank International December 2012 - May 2015
HSBC June 2010 - December 2012
Davis Polk & Wardwell LLP September 2004 - June 2010
Perkins Coie LLP August 2000 - May 2004
McCullough Robertson January 1997 - November 1999
Skills
Securities Regulation, Derivatives, ISDA, Foreign Exchange, Securities, Corporate Law, International Law, Settlement, Capital Markets, Corporate Governance, Financial Regulation, Legal Advice, Legal Research, Legal Writing, Legal Assistance, Due Diligence, Payments
Education
Lewis and Clark College 2001 — 2004
Doctor of Law (J.D.), Law
Bond University 1993 — 1996
Bachelor of Laws (LL.B.), Law
National Valuation Consultants August 2008 - Present
Sheffield Homes July 2004 - May 2008
HSBC October 2003 - July 2004
Skills
Argus, Dyna, Real Estate Development, Valuation, Commercial Real Estate, Appraisals, Real Estate Economics, Loans, Brokerage
Education
Miami University 1999 — 2003
Business Administration, Finance & Entrepreneurship
Bond University 2001 — 2001
Homestead High School 1996 — 1999
HSBC January 2014 - Present
HSBC Securities (USA), Inc May 2005 - December 2013
MetLife Group, Inc October 2000 - April 2005
Control Associates June 2000 - October 2000
NASD Regulation, Inc March 1998 - May 2000
PaineWebber, Inc October 1995 - March 1998
American Stock Exchange, Inc March 1993 - October 1995
Guardian Investor Services Corporation October 1991 - February 1993
Merrill Lynch, Pierce, Fenner & Smith, Inc June 1989 - October 1991
Skills
Series 7, Series 63, Series 24, Series 66, Series 14, Series 9/10, NYS Life, Accident &..., FINRA, Risk Management, Mutual Funds, Series 3, Securities, Capital Markets, Financial Risk, Equities, Fixed Income, Trading, Derivatives, Finance, Banking
Education
Boston University 2012 — 2015
Master of Science (MS), Business Continuity, Security & Risk Management, 3.42 Cumulative GPA
St. John's University 1985 — 1989
Bachelor of Science, Management
Archbishop Molloy
Archbishop Molloy
Comcast Cable May 2015 - Present
Comcast Cable October 2010 - May 2015
HSBC February 2009 - September 2010
HSBC June 2006 - February 2009
Citigroup May 2004 - May 2006
Bank One April 1999 - May 2004
AT&T 1989 - 1999
Skills
Financial Analysis, Financial Modeling, Management, Portfolio Management, Credit, Banking, Risk Management, Finance, Strategy, Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1989
MBA, Finance and Accounting
North Carolina State University 1984 — 1987
BS, Statistics
PwC July 2014 - Present
HSBC Bank USA September 2013 - February 2014
AIG March 2012 - June 2013
HSBC February 2011 - February 2012
CEIS Review Inc. February 2010 - January 2011
ViewTrade Securities July 2008 - January 2010
KPMG Advisory October 2004 - June 2008
Federal Reserve Bank of New york September 1991 - September 2004
PRIOR EXPERIENCE Credit, Lending and Finance September 1981 - September 1991
Skills
Risk Management, Banking, Internal Audit, Governance, Internal Controls, Analysis, Financial Services, Credit Risk, Program Management, Management, Risk Assessment, Management Consulting, Credit, Loans, Investment Banking, Corporate Governance, Commercial Banking, IT Audit, Policy, Financial Reporting, Enterprise Risk..., Financial Risk, Finance, AML, Operational Risk, Asset Management, Financial Institutions, Investments, Equities, Credit Analysis, Executive Management, Operational Risk..., Vendor Management, Basel II, Portfolio Management, Market Risk, Due Diligence, Auditing, Capital Markets, Insurance, Corporate Finance, Derivatives, Financial Modeling, Financial Analysis, Anti Money Laundering, Fixed Income, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1981
MBA, Finance
Brooklyn College
BS, Psychology & Economics
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
Chris Bordeleau Photography August 2014 - Present
Kenmore Fire Department June 2012 - Present
Buffalo State College October 2000 - Present
ITEC 2000 - Present
SUNY 2000 - Present
HSBC December 1999 - October 2000
Lotus Development 1997 - 1999
Skills
SQL, Higher Education, Programming, Photography, Fine Art Photography, Landscape Photography, Digital Photography
Education
State University of New York College at Buffalo 2006 — 2009
Computer Information Systems
Boston University 1998 — 1999
Computer Science
State University of New York College at Buffalo 1994 — 1997
Computer Information Systems
M&T Bank September 2013 - Present
HSBC December 2012 - September 2013
HSBC Bank December 2004 - December 2012
Phillips Lytle LLP August 1998 - September 2004
Skills
Litigation, Legal Writing, Internal Investigations, Policy, Litigation Support, Commercial Litigation, Employment Law, Civil Litigation, AML, Corporate Governance, Legal Research, Mediation, Corporate Law, Bank Secrecy Act, Sanction, Anti Money Laundering
Education
Boston College Law School 1995 — 1998
law
University at Albany, SUNY 1991 — 1995
BS, Political Science
Merck June 2014 - Present
WebMD April 2014 - June 2014
Avaya September 2013 - February 2014
HSBC May 2013 - September 2013
Merck May 2012 - March 2013
EverGreene Architectural Arts, Inc. February 2012 - March 2012
Pfizer June 2011 - January 2012
SourceRight Solutions June 2010 - June 2011
RR Donnelley March 2010 - May 2010
WaMu,now a part of JP Morgan Chase January 2007 - January 2009
Skills
Hiring, Resume Writing, Employee Relations, Background Checks, Direct Sourcing, Talent Acquisition, Pharmaceutical Industry, Recruiting, Sourcing, Vendor Management, Interviews, Internet Recruiting, Human Resources, Onboarding, Performance Management, Employee Benefits, Temporary Placement, Personnel Management, Training, Leadership, Talent Management, Applicant Tracking..., Management, CRM, Taleo, Deferred Compensation
Education
eCornell- Cornell University Graduate Program 2012 — 2013
Human Resource Graduate Cerificate Program
Boston College
B.S., Human Resource Management
Whitehead Institute December 2012 - Present
Oxbridge Biotech Roundtable Review June 2013 - Present
National Heart, Lung and Blood Institute July 2009 - November 2012
Roswell Park Cancer Institute June 2007 - August 2007
Rochester Institute of Technology January 2007 - March 2007
Insyte Consulting June 2006 - August 2006
HSBC June 2005 - August 2005
Skills
R, Bioinformatics, Perl, Python, Java, Data Analysis, Programming, Genomics, JavaScript, Epigenetics, Epigenomics, RNAseq, ChIP-seq, Computational Biology, Hematopoiesis, Science Writing, Science Blogging, Biotechnology, Genetics, Science
Education
Boston University 2008 — 2012
Ph.D., Bioinformatics
University of Maryland College Park 2009 — 2009
Metagenomics
University of Rochester 2005 — 2008
Music
Rochester Institute of Technology 2004 — 2008
BS, Medical Informatics, Information Technology
Capital One February 2012 - Present
HSBC October 2009 - February 2012
Citigroup 2006 - 2009
Washington Mutual Bank 2007 - 2008
JPMorgan Chase 2001 - 2006
Skills
Business Relationship..., Commercial Banking, Lines Of Credit, Credit, Banking, Loans, Commercial Lending, Small Business Lending, Commercial Mortgages, Financial Services, Risk Management, Portfolio Management, Consumer Lending, Mortgage Lending, Credit Analysis, Cross Selling, Retail Banking, Relationship Management
Education
City University of New York 1996 — 1999
BS, Business Management
Borough of Manhattan Community College 1993 — 1996
AAS, ACCOUNTING
HSBC
Skills
Banking, Capital Markets, Due Diligence, Investments, Financial Risk, Corporate Finance, Asset Managment, Credit, Investment Banking, Private Equity, Credit Risk, Strategic Financial..., Portfolio Management, Islamic Finance, Financial Analysis, Trade Finance, Management, Derivatives, Risk Management, Finance, Commercial Banking, Mergers & Acquisitions, Business Planning, Valuation, Equities, Project Finance, Fixed Income, MIS, Financial Modeling, Business Strategy, Financial Reporting, Credit Analysis, Analysis, Retail Banking, Emerging Markets, Financial Markets, Trading, Structured Finance, Financial Structuring, Asset Management, Financial Planning
Education
Harvard Business School 1992 — 1994
MBA, Finance
Boston University 1986 — 1990
BS, Finance
NY Based Investment Firm January 2013 - Present
HSBC 2012 - December 2012
Societe Generale 2010 - 2011
Merrill Lynch 2006 - 2009
Linklaters 2005 - 2006
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Skills
Capital Markets, Hedge Funds, Structured Finance, Derivatives, Securities, Equities
Education
Boston College Law School 2000 — 2003
JD
Duke University 1996 — 2000
Rabobank July 2007 - Present
HSBC July 2003 - July 2007
Calyon 2000 - 2003
Bank of Tokyo-Mitsubishi UFJ 1989 - 2002
Societe Generale 1997 - 2000
Bankers Trust 1989 - 1989
Skills
Credit Risk, Capital Markets, Derivatives, Credit Analysis, Portfolio Management, Structured Finance, Credit, Structured Products, Securitization, Banking, Financial Risk, Due Diligence, Fixed Income, ABS
Education
Dauphine 1994 — 1995
DEA, International Finance and Economics
Boston College 1987 — 1989
MBA, Finance and Strategic Management
University of Paris I: Panthéon-Sorbonne 1981 — 1986
BA/MA, Economics
Razi School
BNY Mellon August 2007 - Present
HSBC March 2006 - February 2007
Gun Allen Financial March 2005 - September 2005
Skills
Strategic Planning, Securities, Mutual Funds, Microsoft Office, Bloomberg, Investments, Microsoft Word, Fixed Income, Asset Management, Equities, Financial Services, Bloomberg Terminal, Sales, Financial Analysis
Education
Berkeley College 2009 — 2012
Bachelors of Business Administration, Management & Finance
Borough of Manhattan Community College 2002 — 2003
HSBC Vice PresidentCapital OneOctober 2006 - November 2009
JP Morgan Chase March 2005 - October 2006
Bank of America October 2002 - March 2005
Skills
Loans, Banking, Credit, Portfolio Management, Risk Management, Financial Services, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Relationship Management
Education
Boston University 1993 — 1997
B.S., Education
Deloitte February 2015 - Present
UNDP October 2014 - December 2014
The LCP Group, L.P. June 2014 - August 2014
Ping An Asset Mangement Co. Ltd. June 2012 - August 2012
HSBC December 2011 - January 2012
University of Illinois at Urbana-Champaign September 2010 - December 2010
Skills
Microsoft Excel, Bloomberg Terminal, Capital IQ, Valuation, Equity Research, Chinese, Derivatives, Fixed Income, Capital Markets, Financial Statement..., Business Valuation, Equities, SQL, Microsoft Office, Data Analysis, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Word, Investments, Statistics, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Finance
Infraware 2015 - Present
LG Electronics MobileComm USA, Inc 2013 - 2015
LG Electronics USA, Inc 2010 - 2013
HSBC 2009 - 2009
Electro-Mec Products Inc. May 2006 - August 2007
Boston University Department of Economics 2005 - 2007
Skills
Demand Planning, Logistics, Inventory Management, Supply Chain Management, Supply Chain, Microsoft Excel, Microsoft Word, Forecasting, Logistics Management, Sales, Supply Chain Operations, Korean, Operations Management, Japanese, Demand Forecasting, English, Finance, Customer Service, Reverse Logistics, Pricing, Spanish, Continuous Improvement, CSCP, Demand Supply Planning, Warehouse Management, 3PL, Warehousing, SAS, Oracle, Customs Brokerage, Purchase Orders, Commercial Banking, Mobile Communications, Product Management, User Experience, Microsoft Office, Marketing
Education
Boston University 2005 — 2009
B.A., Economics, Japanese Language and Literature
Keio University 2007 — 2008
Certificate of Completion of Japanese Language Program at Keio University, Japanese, Business
Korea University 2007 — 2007
China Development Bank February 2013 - Present
China Development Bank May 2012 - February 2013
Truelight Energy October 2011 - January 2012
HSBC August 2011 - September 2011
Boston University Department of Economics May 2011 - August 2011
China Construction Bank June 2009 - September 2009
Skills
Economics, Microsoft Excel, Quantitative Analytics, Stata, Econometrics, Valuation, Eviews, Time Series Analysis, Financial Analysis, Statistics, Equity Research, Financial Modeling, Mandarin, Data Analysis, Corporate Finance
Education
Boston University 2010 — 2012
Master's degree, Economics
Sun Yat-Sen University 2006 — 2010
Bachelor's degree, Economics
Leidos September 2013 - Present
Buffalo Computing LLC October 2012 - Present
HSBC June 2010 - October 2013
HSBC January 2010 - June 2010
Catholic Health System February 2009 - May 2009
SplashDown Beach 2005 - 2009
Skills
Risk Management, Analysis, Business Analysis, Project Management, Microsoft Office, Access, Customer Service, Mortgage Lending, Microsoft Excel, Visual Basic, Process Improvement, Project Planning, SharePoint, SQL, Software Documentation, Data Analysis, Training, Networking, Windows 7, SAP, Strategic Planning, Change Management, Integration, Management, Databases, HTML, Troubleshooting, Auditing, Business Process, Business Process..., Business Requirements, Financial Analysis, Human Resources, Leadership, Management Consulting, Microsoft SQL Server, Microsoft Word, Oracle, PowerPoint, Program Management, Requirements Analysis, SDLC, Software Development, Strategy, Systems Analysis, Team Building, Team Leadership, Technical Support, VB.NET, Vendor Management
Education
Boston University 2010 — 2012
Master of Science (M.S.), Computer Information Systems, Security Concentration, 3.01
State University College of New York at Buffalo 2008 — 2009
Bachelor of Science (B.S.), Computer Information Systems, 3.57
Appraising Indiana January 2006 - Present
HSBC October 2002 - July 2005
Skills
Appraisals, Real Estate, REO, Residential Homes, Real Property, Real Estate Economics, Foreclosures, HUD, Investors, Condos, First Time Home Buyers, Property, Single Family Homes, Relocation, Buyer Representation, Short Sales, Sellers, Real Estate Transactions, Investment Properties, Rentals, New Home Sales, Real Estate Development, Leases, Townhomes, Listings
Education
Boston University
University of Phoenix
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Quick Ride September 2011 - Present
HSBC June 2005 - November 2007
Skills
Auto Mechanic, Computer Security
Education
Borough of Manhattan Community College 2005 — 2008
Associates, Computer Information Technology
State University of New York College at Old Westbury
Orb Management Ltd. March 2001 - Present
Orb Management Ltd January 2001 - Present
HSBC April 2000 - March 2001
Express World brand January 1998 - January 1999
Skills
Accounts Payable, Accounting, General Ledger, Account Reconciliation, QuickBooks, Accounts Receivable, Journal Entries, Accruals, Payroll, Bookkeeping, Financial Reporting, Spreadsheets, Invoicing, Great Plains Software, Financial Statements
Education
Hunter College 2010 — 2013
Bachelor of Science (BS), Accounting
Hunter College 2009 — 2013
Bachelor of Science, Accounting
Borough of Manhattan Community College 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Accounting
Borough of Manhattan Community College 2000 — 2005
A.A.S, Accounting2005
ABM Industries July 2015 - Present
npower tsc September 2013 - March 2014
triomphe restaurant September 2012 - September 2013
HSBC 2010 - 2011
Skills
Database, Web Development, Cabling, Virtualization, Computer Hardware, Customer Service, Networking, Windows, Network Security
Education
Borough of Manhattan Community College 2015 — 2017
associate of computer networking, Computer Systems Networking and Telecommunications, A+
NPower T echnology Services Corps 2009 — 2013
Computer System And Networking
LogistiCare August 2012 - Present
HSBC December 2008 - November 2009
Associated Press September 1989 - February 2007
Education
John Jay College of Criminal Justice 1978 — 1981
police science
Borough of Manhattan Community College 1976 — 1978
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Macy's September 2014 - March 2015
Estee Lauder Companies, La Mer & Jo Malone March 2014 - September 2014
HSBC November 2007 - July 2012
Commerce Bank May 2005 - July 2007
BMCC October 2005 - December 2006
Skills
Customer Service, Problem Solving, Customer Experience, Banking, Microsoft Office, PowerPoint, Microsoft Word, Cross Selling, Sales, Social Media, Finance, Leadership Development, Event Planning, Time Management, Retail Banking, Employee Engagement
Education
The City College of New York 2009 — 2012
Political Science, Political Science and Government
Borough of Manhattan Community College 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Capital One 2004 - 2014
HSBC September 1989 - December 2003
Education
Borough of Manhattan Community College 1984 — 1985
August Martin High School 1979 — 1982