HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
Employee
Years
Job
Industry
Renan Bautista Renan Bautista's HSBC Experience August 1997 - March 2006
Job Credit Officer at Infusit
Industry Insurance
Experience
Infusit September 2014 - January 2015
The Hartford November 2007 - August 2014
Chase February 2007 - August 2007
HSBC August 1997 - March 2006
TD Ameritrade July 1996 - November 1998
Edward Jones January 1995 - July 1996
State Farm October 1992 - December 1994
Skills
Finance, Underwriting, Insurance, Investments, Management, Sales
Education
Bradley University 1988 — 1990
Bachelor's degree
Northern Illinois University 1984 — 1986
Infusit September 2014 - January 2015
The Hartford November 2007 - August 2014
Chase February 2007 - August 2007
HSBC August 1997 - March 2006
TD Ameritrade July 1996 - November 1998
Edward Jones January 1995 - July 1996
State Farm October 1992 - December 1994
Skills
Finance, Underwriting, Insurance, Investments, Management, Sales
Education
Bradley University 1988 — 1990
Bachelor's degree
Northern Illinois University 1984 — 1986
Julie Yue Xu Julie Yue Xu's HSBC Experience January 2011 - February 2011
Job Analyst in Global Energy and Utilities at PA Consulting Group
Industry Investment Management
Experience
PA Consulting Group March 2014 - May 2015
Bain & Company July 2011 - July 2012
HSBC January 2011 - February 2011
Bank of China July 2010 - September 2010
Skills
R, C++, SPSS, Bloomberg Terminal, Qualitative Research, SQL, Management Consulting, Business Intelligence, Business Strategy, Matlab, Databases, SAS, Portfolio Management, Stress Testing, Scenario Analysis
Education
Boston University Graduate School of Management 2012 — 2014
Candidate for Master's of Science degree, Financial Mathematics
Capital University of Economics and Business 2008 — 2012
Bachelor of Science (BS), Finance, General
PA Consulting Group March 2014 - May 2015
Bain & Company July 2011 - July 2012
HSBC January 2011 - February 2011
Bank of China July 2010 - September 2010
Skills
R, C++, SPSS, Bloomberg Terminal, Qualitative Research, SQL, Management Consulting, Business Intelligence, Business Strategy, Matlab, Databases, SAS, Portfolio Management, Stress Testing, Scenario Analysis
Education
Boston University Graduate School of Management 2012 — 2014
Candidate for Master's of Science degree, Financial Mathematics
Capital University of Economics and Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Kamiu Lee Kamiu Lee's HSBC Experience 2007 - 2012
Job Head of Business Development & Strategy at Bloglovin'
Industry Internet
Experience
Bloglovin' March 2014 - Present
Rent The Runway September 2013 - April 2014
Ralph Lauren June 2013 - September 2013
Gotham Ventures 2012 - 2013
Refinery29, Inc. 2012 - 2012
HSBC 2007 - 2012
Skills
Investment Banking, IPO, Emerging Markets, Capital Markets, Corporate Finance, Financial Analysis, Start-ups, E-commerce, Business Strategy, Business Development, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Finance, Business Planning, Strategy, Investments, Start-up
Education
Columbia Business School
Master of Business Administration (M.B.A.)
Boston University - School of Management
BSBA, Finance, Accounting
Stuyvesant High School
Bloglovin' March 2014 - Present
Rent The Runway September 2013 - April 2014
Ralph Lauren June 2013 - September 2013
Gotham Ventures 2012 - 2013
Refinery29, Inc. 2012 - 2012
HSBC 2007 - 2012
Skills
Investment Banking, IPO, Emerging Markets, Capital Markets, Corporate Finance, Financial Analysis, Start-ups, E-commerce, Business Strategy, Business Development, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Finance, Business Planning, Strategy, Investments, Start-up
Education
Columbia Business School
Master of Business Administration (M.B.A.)
Boston University - School of Management
BSBA, Finance, Accounting
Stuyvesant High School
Kathy J Chen Kathy J Chen's HSBC Experience July 2008 - August 2008
Job Global Planning Manager at MediaCom
Industry Marketing and Advertising
Experience
MediaCom March 2015 - Present
OMD USA October 2013 - March 2015
The NPD Group October 2012 - October 2013
The NPD Group April 2011 - September 2012
The NPD Group June 2010 - April 2011
The NPD Group June 2009 - April 2010
HSBC July 2008 - August 2008
Citi June 2007 - August 2007
Roosevelt & Cross July 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, Marketing and Finance
MediaCom March 2015 - Present
OMD USA October 2013 - March 2015
The NPD Group October 2012 - October 2013
The NPD Group April 2011 - September 2012
The NPD Group June 2010 - April 2011
The NPD Group June 2009 - April 2010
HSBC July 2008 - August 2008
Citi June 2007 - August 2007
Roosevelt & Cross July 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, Marketing and Finance
Rick Reuter Rick Reuter's HSBC Experience July 1984 - 2015
Job Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency 2015 - Present
HSBC July 1984 - 2015
HSBC July 2009 - 2014
HSBC 2002 - June 2009
HSBC 1997 - 2002
HSBC 1995 - 1997
HSBC 1987 - 1995
HSBC 1986 - 1987
HSBC 1984 - 1986
Skills
Risk, Credit Risk, Consumer Finance, Consumer Lending, Portfolio Management, Risk Management, Loans, Underwriting, Mortgage, Mortgage Lending, Basel II, SAS, Home Equity, Financial Analysis, Governance, Risk Analysis, Financial Management, Analytics, Team Management, MIS, Process Improvement, Financial Risk, Managerial Finance, Forecasting, Analysis, Management, Banking, Financial Services, Business Analysis
Education
Keller Graduate School of Management of DeVry University 1992 — 1995
MBA with Distinction
Briar Cliff University 1980 — 1984
B.A., Business Administration, Business Administration and Management, General
Office of the Comptroller of the Currency 2015 - Present
HSBC July 1984 - 2015
HSBC July 2009 - 2014
HSBC 2002 - June 2009
HSBC 1997 - 2002
HSBC 1995 - 1997
HSBC 1987 - 1995
HSBC 1986 - 1987
HSBC 1984 - 1986
Skills
Risk, Credit Risk, Consumer Finance, Consumer Lending, Portfolio Management, Risk Management, Loans, Underwriting, Mortgage, Mortgage Lending, Basel II, SAS, Home Equity, Financial Analysis, Governance, Risk Analysis, Financial Management, Analytics, Team Management, MIS, Process Improvement, Financial Risk, Managerial Finance, Forecasting, Analysis, Management, Banking, Financial Services, Business Analysis
Education
Keller Graduate School of Management of DeVry University 1992 — 1995
MBA with Distinction
Briar Cliff University 1980 — 1984
B.A., Business Administration, Business Administration and Management, General
Ricardo Tessarotto's HSBC Experience October 2010 - Present
Job Investment Banking Associate | HSBC
Industry Capital Markets
Experience
HSBC October 2010 - Present
Barker Financial Group January 2010 - June 2010
Johnson & Johnson June 2009 - August 2009
Johnson & Johnson Brazil June 2008 - August 2008
Johnson & Johnson June 2007 - August 2007
Skills
Competitive Analysis, Strategy, Market Research, Cross-functional Team..., Finance, CRM, Management, Portfolio Management, Bloomberg, Capital Markets, Corporate Finance, Research, Series 63, Sales, Series 7
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance & International Management
THE PEDDIE SCHOOL 2002 — 2006
HSBC October 2010 - Present
Barker Financial Group January 2010 - June 2010
Johnson & Johnson June 2009 - August 2009
Johnson & Johnson Brazil June 2008 - August 2008
Johnson & Johnson June 2007 - August 2007
Skills
Competitive Analysis, Strategy, Market Research, Cross-functional Team..., Finance, CRM, Management, Portfolio Management, Bloomberg, Capital Markets, Corporate Finance, Research, Series 63, Sales, Series 7
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance & International Management
THE PEDDIE SCHOOL 2002 — 2006
Lauren Verlinden Lauren Verlinden's HSBC Experience July 2006 - March 2007
Job Director of Cash Equity Technology at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2007 - Present
HSBC July 2006 - March 2007
Fidessa July 2001 - July 2006
Skills
Equities, Trading Systems, Electronic Trading
Education
Bowdoin College 1999 — 2001
Bachelor of Arts (B.A.), Mathematics and Computer Science
Smith College 1997 — 1998
RBC Capital Markets March 2007 - Present
HSBC July 2006 - March 2007
Fidessa July 2001 - July 2006
Skills
Equities, Trading Systems, Electronic Trading
Education
Bowdoin College 1999 — 2001
Bachelor of Arts (B.A.), Mathematics and Computer Science
Smith College 1997 — 1998
Stephanie Fu Stephanie Fu's HSBC Experience July 2012 - December 2013
Job Wholesale Credit Risk at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets January 2014 - Present
HSBC July 2012 - December 2013
HSBC February 2012 - June 2012
HSBC September 2011 - January 2012
HSBC June 2010 - August 2010
Skills
Excel modeling, Cfa level 2 candidate, PowerPoint, Languages, Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Investments, Corporate Finance, Investment Banking
Education
Boston University - School of Management 2007 — 2011
BS, Finance & Accounting, 3.73
Fashion Institute of Technology 2008 — 2008
non-degree, Fashion Illustration Drawing
HSBC Global Banking and Markets January 2014 - Present
HSBC July 2012 - December 2013
HSBC February 2012 - June 2012
HSBC September 2011 - January 2012
HSBC June 2010 - August 2010
Skills
Excel modeling, Cfa level 2 candidate, PowerPoint, Languages, Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Investments, Corporate Finance, Investment Banking
Education
Boston University - School of Management 2007 — 2011
BS, Finance & Accounting, 3.73
Fashion Institute of Technology 2008 — 2008
non-degree, Fashion Illustration Drawing
Terence Lewis Terence Lewis's HSBC Experience February 2002 - August 2002
Job Manager, Compensation at Hudson's Bay Company
Industry Luxury Goods & Jewelry
Experience
Defense Logistics Agency July 2015 - Present
Hudson's Bay Company June 2015 - Present
Defense Logistics Agency May 2014 - July 2015
TIAA-CREF June 2014 - January 2015
TIAA-CREF December 2011 - June 2014
HQ Military Surface Deployment Distribution Command (SDDC) March 2009 - January 2014
TIAA-CREF November 2010 - December 2011
Verizon Wireless November 2003 - October 2010
HSBC February 2002 - August 2002
PricewaterhouseCoopers September 2000 - February 2002
Skills
Deferred Compensation, HRIS, Personnel Management, Employee Relations, Human Resources, Microsoft Office, Microsoft Excel, Leadership, Analysis, PowerPoint, Project Management, Employee Benefits, Strategic Planning, Organizational..., Recruiting, Onboarding, Performance Management, Strategy, Leadership Development, Talent Acquisition, Training, College Recruiting, PeopleSoft, Talent Management
Education
The New School, Milano School of International Affairs, Management, and Urban Policy 1991 — 1993
MS, Human Resources Management
Bowie State University 1985 — 1990
BS, Business Administration
World at Work
Compensation
Defense Logistics Agency July 2015 - Present
Hudson's Bay Company June 2015 - Present
Defense Logistics Agency May 2014 - July 2015
TIAA-CREF June 2014 - January 2015
TIAA-CREF December 2011 - June 2014
HQ Military Surface Deployment Distribution Command (SDDC) March 2009 - January 2014
TIAA-CREF November 2010 - December 2011
Verizon Wireless November 2003 - October 2010
HSBC February 2002 - August 2002
PricewaterhouseCoopers September 2000 - February 2002
Skills
Deferred Compensation, HRIS, Personnel Management, Employee Relations, Human Resources, Microsoft Office, Microsoft Excel, Leadership, Analysis, PowerPoint, Project Management, Employee Benefits, Strategic Planning, Organizational..., Recruiting, Onboarding, Performance Management, Strategy, Leadership Development, Talent Acquisition, Training, College Recruiting, PeopleSoft, Talent Management
Education
The New School, Milano School of International Affairs, Management, and Urban Policy 1991 — 1993
MS, Human Resources Management
Bowie State University 1985 — 1990
BS, Business Administration
World at Work
Compensation
Karina Liu Karina Liu's HSBC Experience June 2010 - August 2010
Job
Industry Retail
Experience
Bank of America February 2012 - August 2012
Burberry Ltd. June 2011 - January 2012
HSBC June 2010 - August 2010
Skills
Customer Service, Analytical Skills, Teamwork, Fluent in Cantonese, Mandarin, Microsoft Office, Accounting, International Economics, Market Research, Data Analysis, Auditing, Time Management, Organization Skills, Finance
Education
York University 2013 — 2014
Master's Degree
Boston University 2007 — 2011
Bachelor's Degree
Bank of America February 2012 - August 2012
Burberry Ltd. June 2011 - January 2012
HSBC June 2010 - August 2010
Skills
Customer Service, Analytical Skills, Teamwork, Fluent in Cantonese, Mandarin, Microsoft Office, Accounting, International Economics, Market Research, Data Analysis, Auditing, Time Management, Organization Skills, Finance
Education
York University 2013 — 2014
Master's Degree
Boston University 2007 — 2011
Bachelor's Degree
Eduardo Bezerra Eduardo Bezerra's HSBC Experience June 2008 - August 2008
Job MBA Candidate, Class of 2016 at Kellogg School of Management
Industry Investment Management
Experience
Kellogg School of Management August 2014 - Present
Archer Daniels Midland Company June 2015 - August 2015
Odebrecht TransPort September 2011 - July 2014
Odebrecht July 2009 - August 2011
LBCD - Libyan Brazilian Development Company June 2010 - February 2011
HSBC June 2008 - August 2008
Skills
Valuation, Corporate Finance, Financial Analysis, Strategic Financial..., Finance, Managerial Finance, Due Diligence, Project Finance, Capital Markets, Financial Reporting, Financial Modeling, Risk Management, Mergers & Acquisitions, Forecasting, Treasury, Business Planning, Structured Finance, Business Strategy, Strategy, Financial Planning, Cash Flow, Internal Controls
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy, Finance
Boston University - School of Management 2006 — 2009
Business Administration, Finance
Universidade de Brasília 2004 — 2006
Business Adm, Business Adm
Kellogg School of Management August 2014 - Present
Archer Daniels Midland Company June 2015 - August 2015
Odebrecht TransPort September 2011 - July 2014
Odebrecht July 2009 - August 2011
LBCD - Libyan Brazilian Development Company June 2010 - February 2011
HSBC June 2008 - August 2008
Skills
Valuation, Corporate Finance, Financial Analysis, Strategic Financial..., Finance, Managerial Finance, Due Diligence, Project Finance, Capital Markets, Financial Reporting, Financial Modeling, Risk Management, Mergers & Acquisitions, Forecasting, Treasury, Business Planning, Structured Finance, Business Strategy, Strategy, Financial Planning, Cash Flow, Internal Controls
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management and Strategy, Finance
Boston University - School of Management 2006 — 2009
Business Administration, Finance
Universidade de Brasília 2004 — 2006
Business Adm, Business Adm
James Mitchiner James Mitchiner's HSBC Experience August 2006 - March 2009
Job Folsom Region Loan Consultant
Industry Financial Services
Experience
Pinnacle Capital Mortgage Corp March 2015 - Present
Provident Bank July 2014 - February 2015
ENG Lending June 2012 - June 2014
First American June 2010 - August 2010
HSBC August 2006 - March 2009
Wells Fargo Bank October 2005 - June 2006
YMCA February 2002 - October 2005
Skills
Microsoft Excel, PowerPoint, Outlook, Staff Development, Recruiting, Organizational..., Team Leadership, Leadership, First Time Home Buyers, Credit, Sales, Management, Loans, Customer Service, Banking, Real Estate Transactions, Microsoft Office, Finance, Foreclosures, Investment Properties
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master's Degree, Organizational Leadership
Brandman University 2011 — 2012
BA, Sociology
Pinnacle Capital Mortgage Corp March 2015 - Present
Provident Bank July 2014 - February 2015
ENG Lending June 2012 - June 2014
First American June 2010 - August 2010
HSBC August 2006 - March 2009
Wells Fargo Bank October 2005 - June 2006
YMCA February 2002 - October 2005
Skills
Microsoft Excel, PowerPoint, Outlook, Staff Development, Recruiting, Organizational..., Team Leadership, Leadership, First Time Home Buyers, Credit, Sales, Management, Loans, Customer Service, Banking, Real Estate Transactions, Microsoft Office, Finance, Foreclosures, Investment Properties
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master's Degree, Organizational Leadership
Brandman University 2011 — 2012
BA, Sociology
Jenece Gerber Jenece Gerber's HSBC Experience 2008 - 2013
Job Compliance Analyst, Musician, and Creative Entrepreneur
Industry Music
Experience
M&T Bank April 2014 - Present
Sugarpipes November 2012 - Present
Jenece Gerber's Studio August 2003 - Present
HSBC 2008 - 2013
University at Buffalo January 2006 - October 2008
University at Buffalo August 2006 - May 2007
The University of Akron August 2003 - May 2005
Skills
Orchestration, Contemporary Music, Electronic Music, Music, Composition, Chamber Music, Singing, Music Theory, Financial Analysis, Mortgage Banking, Data Analysis, Microsoft Office, Account Reconciliation, Music Education, Music Performance, Concert Production, Performing Arts, Sound, Editing, Higher Education, Proofreading, Classical, Musical Improvisation, Arts Administration, Ensemble, Sound Design, Finale, Vocal, Choral, Vocal Coaching, Musicology, Arts Management, Creativity, Ethnomusicology, Indonesian music, Sufism, FHA
Education
University at Buffalo 2005 — 2011
Ph.D, Music Composition
The University of Akron 2003 — 2005
Master of Music, Music Theory and Composition
The University of Akron 2002 — 2005
Master of Music, Music Performance, voice
Bowling Green State University 1991 — 1995
Bachelor of Arts (BA), Ethnomusicology, Music Composition, cum laude
M&T Bank April 2014 - Present
Sugarpipes November 2012 - Present
Jenece Gerber's Studio August 2003 - Present
HSBC 2008 - 2013
University at Buffalo January 2006 - October 2008
University at Buffalo August 2006 - May 2007
The University of Akron August 2003 - May 2005
Skills
Orchestration, Contemporary Music, Electronic Music, Music, Composition, Chamber Music, Singing, Music Theory, Financial Analysis, Mortgage Banking, Data Analysis, Microsoft Office, Account Reconciliation, Music Education, Music Performance, Concert Production, Performing Arts, Sound, Editing, Higher Education, Proofreading, Classical, Musical Improvisation, Arts Administration, Ensemble, Sound Design, Finale, Vocal, Choral, Vocal Coaching, Musicology, Arts Management, Creativity, Ethnomusicology, Indonesian music, Sufism, FHA
Education
University at Buffalo 2005 — 2011
Ph.D, Music Composition
The University of Akron 2003 — 2005
Master of Music, Music Theory and Composition
The University of Akron 2002 — 2005
Master of Music, Music Performance, voice
Bowling Green State University 1991 — 1995
Bachelor of Arts (BA), Ethnomusicology, Music Composition, cum laude
Keyu Zhu's HSBC Experience May 2012 - August 2012
Job Student at Boston University
Industry Accounting
Experience
HSBC May 2012 - August 2012
Starbucks November 2008 - May 2009
Skills
Mathematics, Statistics, Communication, International Relations, Psychology, Organization, Creative Writing, Chinese, English, Creativity
Education
Boston University 2011 — 2015
Bachelor of Science (BS), Mathematics and Statistics and International Relation
Boston University
Math and Statistics; Economy
HSBC May 2012 - August 2012
Starbucks November 2008 - May 2009
Skills
Mathematics, Statistics, Communication, International Relations, Psychology, Organization, Creative Writing, Chinese, English, Creativity
Education
Boston University 2011 — 2015
Bachelor of Science (BS), Mathematics and Statistics and International Relation
Boston University
Math and Statistics; Economy
Jiaxin (Jashin) Lin's HSBC Experience December 2013 - January 2014
Job AEI Executive Council Chair at Boston University
Industry Financial Services
Experience
American Enterprise Institute August 2015 - Present
Goldman Sachs June 2015 - August 2015
Boston University August 2014 - May 2015
Boston University Questrom School of Business December 2013 - May 2014
Boston University April 2013 - May 2014
HSBC December 2013 - January 2014
Harvard University April 2013 - October 2013
Skills
Leadership, Teamwork, Public Speaking, Time Management, Networking, High Organizational..., Financial Analysis, Sales, Customer Service, Research, Microsoft Office, Detailed Organization, Interpersonal..., Relationship Management
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Sacred Hearts Academy 2010 — 2012
High School Diploma, Honolulu, HI
American Enterprise Institute August 2015 - Present
Goldman Sachs June 2015 - August 2015
Boston University August 2014 - May 2015
Boston University Questrom School of Business December 2013 - May 2014
Boston University April 2013 - May 2014
HSBC December 2013 - January 2014
Harvard University April 2013 - October 2013
Skills
Leadership, Teamwork, Public Speaking, Time Management, Networking, High Organizational..., Financial Analysis, Sales, Customer Service, Research, Microsoft Office, Detailed Organization, Interpersonal..., Relationship Management
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Sacred Hearts Academy 2010 — 2012
High School Diploma, Honolulu, HI
Julian Johnson Julian Johnson's HSBC Experience 2009 - 2011
Job Bilingual Spanish Internet Sales at Four Seasons General Merchandise
Industry Wholesale
Experience
Four Seasons General Merchandise July 2012 - Present
HSBC 2009 - 2011
Citi December 2005 - November 2009
UBS August 2004 - November 2005
City of Lunenburg Massachusetts September 2002 - July 2004
City of Framingham Massachusetts August 2001 - July 2002
Skills
Merchandising, Retail, New Business Development, Sales, Inventory Management, Negotiation, Marketing, Product Development, Marketing Strategy, Customer Service, Strategic Planning, E-commerce, Social Media, Microsoft Excel, SEO, Microsoft Office, Advertising, Sales Management, International Sales, Social Networking, Web Content, Content Writing, Multimedia, Video Production, Soundtrack, MP3, Jingles, International Shipping, Shipping
Education
University of Massachusetts Boston 1998 — 2000
BA, Spanish Language Teacher Education
Universidad de Salamanca 1998 — 1998
Advanced Translation Certificate, Spanish Language and Literature
Universidad de Buenos Aires 1996 — 1997
Spanish Language Certificate, Spanish Language and Literature
Bowling Green State University 1987 — 1989
Four Seasons General Merchandise July 2012 - Present
HSBC 2009 - 2011
Citi December 2005 - November 2009
UBS August 2004 - November 2005
City of Lunenburg Massachusetts September 2002 - July 2004
City of Framingham Massachusetts August 2001 - July 2002
Skills
Merchandising, Retail, New Business Development, Sales, Inventory Management, Negotiation, Marketing, Product Development, Marketing Strategy, Customer Service, Strategic Planning, E-commerce, Social Media, Microsoft Excel, SEO, Microsoft Office, Advertising, Sales Management, International Sales, Social Networking, Web Content, Content Writing, Multimedia, Video Production, Soundtrack, MP3, Jingles, International Shipping, Shipping
Education
University of Massachusetts Boston 1998 — 2000
BA, Spanish Language Teacher Education
Universidad de Salamanca 1998 — 1998
Advanced Translation Certificate, Spanish Language and Literature
Universidad de Buenos Aires 1996 — 1997
Spanish Language Certificate, Spanish Language and Literature
Bowling Green State University 1987 — 1989
Christina Furia Christina Furia's HSBC Experience 2001 - 2012
Job Administration
Industry Financial Services
Experience
Total Fire Protection August 2013 - Present
Isagenix February 2013 - Present
HSBC 2001 - 2012
Skills
Loans, Banking, Operations Management, Management, Credit, Customer Service, Insurance, Risk Management, Financial Analysis, Call Centers, Sales, Mutual Funds, Process Improvement, Branch Banking, Financial Services, Leadership, Retail Banking, Business Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Relationship Management, Vendor Management
Education
Branford Hall Career Institute-Bohemia Campus 2004 — 2005
Certification in Medical Billing and Coding, Medical Billing and Coding
Suffolk County Community College 2002 — 2003
Liberal Arts and Sciences/Liberal Studies
Total Fire Protection August 2013 - Present
Isagenix February 2013 - Present
HSBC 2001 - 2012
Skills
Loans, Banking, Operations Management, Management, Credit, Customer Service, Insurance, Risk Management, Financial Analysis, Call Centers, Sales, Mutual Funds, Process Improvement, Branch Banking, Financial Services, Leadership, Retail Banking, Business Analysis, Credit Risk, Mortgage Lending, Portfolio Management, Relationship Management, Vendor Management
Education
Branford Hall Career Institute-Bohemia Campus 2004 — 2005
Certification in Medical Billing and Coding, Medical Billing and Coding
Suffolk County Community College 2002 — 2003
Liberal Arts and Sciences/Liberal Studies
Hewei Yu Hewei Yu's HSBC Experience July 2010 - August 2010
Job Founder at SporX LLC
Industry Sports
Experience
SporX LLC August 2015 - Present
Mission Athletecare September 2014 - August 2015
National Basketball Association (NBA) July 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - July 2012
People's Bank of China June 2011 - July 2011
HSBC July 2010 - August 2010
DeShiBao Golf Course June 2009 - July 2009
Skills
Research, Sales, Business Strategy
Education
New York University 2013 — 2014
Master of Science (M.S.), Sports Business
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Brandeis University
Bachelor of Arts (B.A.), Economics
SporX LLC August 2015 - Present
Mission Athletecare September 2014 - August 2015
National Basketball Association (NBA) July 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - July 2012
People's Bank of China June 2011 - July 2011
HSBC July 2010 - August 2010
DeShiBao Golf Course June 2009 - July 2009
Skills
Research, Sales, Business Strategy
Education
New York University 2013 — 2014
Master of Science (M.S.), Sports Business
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Brandeis University
Bachelor of Arts (B.A.), Economics
Tianting Xu Tianting Xu's HSBC Experience September 2011 - December 2011
Job Mathematical Finance at Boston University School of Management
Industry Financial Services
Experience
Banking & Finance Department-Weatherhead School of Management August 2013 - December 2013
CITICS May 2013 - August 2013
BOCI February 2012 - June 2012
HSBC September 2011 - December 2011
Ping An Asset Mangement Co. Ltd. March 2011 - August 2011
Bank of East Asia May 2010 - September 2010
Willis December 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Windows, Research, English, Budgets, Strategic Planning, Accounting, Public Speaking, Negotiation, Financial Analysis, Access, Financial Modeling, SAS, VBA, Wealth Management
Education
Boston University - School of Management 2014 — 2016
Master of Science (M.S.) in Mathematical Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master of Science (M.S.) in Management - Finance
East China Normal University 2008 — 2012
Bachelor's degree, Finance, General
Shanghai experimental school 1998 — 2008
Banking & Finance Department-Weatherhead School of Management August 2013 - December 2013
CITICS May 2013 - August 2013
BOCI February 2012 - June 2012
HSBC September 2011 - December 2011
Ping An Asset Mangement Co. Ltd. March 2011 - August 2011
Bank of East Asia May 2010 - September 2010
Willis December 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Windows, Research, English, Budgets, Strategic Planning, Accounting, Public Speaking, Negotiation, Financial Analysis, Access, Financial Modeling, SAS, VBA, Wealth Management
Education
Boston University - School of Management 2014 — 2016
Master of Science (M.S.) in Mathematical Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master of Science (M.S.) in Management - Finance
East China Normal University 2008 — 2012
Bachelor's degree, Finance, General
Shanghai experimental school 1998 — 2008
Wenyi Ma Wenyi Ma's HSBC Experience January 2013 - March 2013
Job Content Acquisition Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP September 2015 - Present
Boston Technologies Inc January 2015 - April 2015
China Minsheng Banking Corp.ltd June 2014 - August 2014
HSBC January 2013 - March 2013
Dell July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Access, Finance, Risk Management, Analysis, Corporate Finance, Stata, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's Degree, International Economics and Finance, 3.7/4.0
Rotterdam School of Management, Erasmus University 2014 — 2014
Master's Degree, Accounting and Finance
Xiamen University 2009 — 2013
Bachelor's Degree, Business Administration, 3.5/4.0
University of California, Los Angeles 2011 — 2011
Teaching English as a Second or Foreign Language/ESL Language Instructor, 3.9/4.0
Bloomberg LP September 2015 - Present
Boston Technologies Inc January 2015 - April 2015
China Minsheng Banking Corp.ltd June 2014 - August 2014
HSBC January 2013 - March 2013
Dell July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Access, Finance, Risk Management, Analysis, Corporate Finance, Stata, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's Degree, International Economics and Finance, 3.7/4.0
Rotterdam School of Management, Erasmus University 2014 — 2014
Master's Degree, Accounting and Finance
Xiamen University 2009 — 2013
Bachelor's Degree, Business Administration, 3.5/4.0
University of California, Los Angeles 2011 — 2011
Teaching English as a Second or Foreign Language/ESL Language Instructor, 3.9/4.0
Justin Siken, CFA's HSBC Experience July 2011 - August 2013
Job Investment Banking Associate at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
Guggenheim Partners June 2014 - August 2014
HSBC July 2011 - August 2013
HSBC July 2009 - July 2011
HSBC June 2008 - August 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Management Information Systems, Minor in Political Science, 3.9
Sagent Advisors July 2015 - Present
Guggenheim Partners June 2014 - August 2014
HSBC July 2011 - August 2013
HSBC July 2009 - July 2011
HSBC June 2008 - August 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Management Information Systems, Minor in Political Science, 3.9
Tony Rupcic Tony Rupcic's HSBC Experience November 2000 - January 2002
Job Real Estate Settlement Specialist at SIRVA
Industry Real Estate
Experience
SIRVA Relocation April 2007 - Present
MGM Mortgage Company February 2002 - February 2007
HSBC November 2000 - January 2002
Aames Home Loan April 1997 - November 2000
Fifth Third Bank April 1994 - April 1997
Skills
Real Estate Transactions, Risk Management, Mortgage Banking, Customer Service, FHA, Mortgage Lending, Real Estate, Sales, Loans, Banking, Credit, Operations Management, Underwriting, Finance, First Time Home Buyers, Credit Analysis, Account Management
Education
Bowling Green State University 1984 — 1987
B.S.B.A.
SIRVA Relocation April 2007 - Present
MGM Mortgage Company February 2002 - February 2007
HSBC November 2000 - January 2002
Aames Home Loan April 1997 - November 2000
Fifth Third Bank April 1994 - April 1997
Skills
Real Estate Transactions, Risk Management, Mortgage Banking, Customer Service, FHA, Mortgage Lending, Real Estate, Sales, Loans, Banking, Credit, Operations Management, Underwriting, Finance, First Time Home Buyers, Credit Analysis, Account Management
Education
Bowling Green State University 1984 — 1987
B.S.B.A.
Xiaosu(Sue) Li's HSBC Experience August 2010 - September 2010
Job Business Analyst at EMC
Industry Financial Services
Experience
EMC September 2013 - September 2015
Riperian, Inc. June 2013 - August 2013
TD March 2013 - May 2013
Nokia Siemens Networks November 2011 - May 2012
AIESEC JINAN February 2011 - December 2011
Essence Securities Co., Ltd August 2011 - September 2011
HSBC August 2010 - September 2010
Haryana State AIDS Control Society July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Team Management, Corporate Finance, Financial Accounting, Finance, Market Research, Bloomberg, Competitive Analysis, Valuation, Team Leadership, Portfolio Management, Analysis, Credit Risk, Business Strategy, Financial Engineering, Matlab, Forecasting, Management Consulting, Bank Accounting, R, Pentaho, SAS, PostgreSQL
Education
Brandeis University International Business School 2012 — 2013
Master's Degree, Finance, Graduated with Distinction
Shandong University of Finance and Economics 2008 — 2012
B.S, Finance; Finance and Economics, GPA:3.7
EMC September 2013 - September 2015
Riperian, Inc. June 2013 - August 2013
TD March 2013 - May 2013
Nokia Siemens Networks November 2011 - May 2012
AIESEC JINAN February 2011 - December 2011
Essence Securities Co., Ltd August 2011 - September 2011
HSBC August 2010 - September 2010
Haryana State AIDS Control Society July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Team Management, Corporate Finance, Financial Accounting, Finance, Market Research, Bloomberg, Competitive Analysis, Valuation, Team Leadership, Portfolio Management, Analysis, Credit Risk, Business Strategy, Financial Engineering, Matlab, Forecasting, Management Consulting, Bank Accounting, R, Pentaho, SAS, PostgreSQL
Education
Brandeis University International Business School 2012 — 2013
Master's Degree, Finance, Graduated with Distinction
Shandong University of Finance and Economics 2008 — 2012
B.S, Finance; Finance and Economics, GPA:3.7
Jiahuan Xia's HSBC Experience June 2012 - August 2012
Job Founder at Clique_Green
Industry Marketing and Advertising
Experience
Shanghai MinHang District Dental Hospital November 2014 - Present
Massachusetts Fair Share June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
Sales Management, Marketing, Social Networking, Online Advertising, Fashion Buying, Social Media Marketing
Education
Brandeis University 2011 — 2015
Bachelor of Science (BS), Economics/Business
Southwest Weiyu middle school
Shanghai MinHang District Dental Hospital November 2014 - Present
Massachusetts Fair Share June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
Sales Management, Marketing, Social Networking, Online Advertising, Fashion Buying, Social Media Marketing
Education
Brandeis University 2011 — 2015
Bachelor of Science (BS), Economics/Business
Southwest Weiyu middle school
Bryan St. John Bryan St. John's HSBC Experience 1985 - 1988
Job Cyber Security Intelligence & Defense Lead
Industry Utilities
Experience
American Electric Power 2004 - Present
Amazac Limited 2001 - 2004
Axiom Ltd. 1998 - 2001
Nationwide Insurance 1993 - 1998
Superior Essex 1992 - 1993
Board of Trade Clearing Corporation 1988 - 1992
HSBC 1985 - 1988
Skills
Cyber Operations, Computer Security, Network Security, Information Security..., WebSphere MQ, webMethods, Weblogic, Windows, Unix, Shell Scripting, Mainframe
Education
DePaul University 2011 — 2015
Master of Science, Computer, Information and Network Security, 3.95
Bowling Green State University 1980 — 1985
Bachelor of Science (B.S.), Computer Science
American Electric Power 2004 - Present
Amazac Limited 2001 - 2004
Axiom Ltd. 1998 - 2001
Nationwide Insurance 1993 - 1998
Superior Essex 1992 - 1993
Board of Trade Clearing Corporation 1988 - 1992
HSBC 1985 - 1988
Skills
Cyber Operations, Computer Security, Network Security, Information Security..., WebSphere MQ, webMethods, Weblogic, Windows, Unix, Shell Scripting, Mainframe
Education
DePaul University 2011 — 2015
Master of Science, Computer, Information and Network Security, 3.95
Bowling Green State University 1980 — 1985
Bachelor of Science (B.S.), Computer Science
Eric Song Eric Song's HSBC Experience November 2006 - July 2008
Job Principal Statistician at Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals May 2014 - Present
Takeda Pharmaceuticals May 2013 - May 2014
Takeda Pharmaceuticals May 2010 - May 2013
Takeda Pharmaceuticals July 2008 - May 2010
HSBC November 2006 - July 2008
Skills
Biostatistics, Clinical Research, SAS Programming, Statistics, Pharmaceutical Research, Drug Development, Clinical Trial Analysis
Education
Northwestern University 2002 — 2007
PhD, Statistics
Bowling Green State University 2000 — 2002
MS, Applied Statistics
Fudan University 1995 — 1999
Bachelor's Degree, Management Science
Takeda Pharmaceuticals May 2014 - Present
Takeda Pharmaceuticals May 2013 - May 2014
Takeda Pharmaceuticals May 2010 - May 2013
Takeda Pharmaceuticals July 2008 - May 2010
HSBC November 2006 - July 2008
Skills
Biostatistics, Clinical Research, SAS Programming, Statistics, Pharmaceutical Research, Drug Development, Clinical Trial Analysis
Education
Northwestern University 2002 — 2007
PhD, Statistics
Bowling Green State University 2000 — 2002
MS, Applied Statistics
Fudan University 1995 — 1999
Bachelor's Degree, Management Science
Kan-Ying (Kenny) Kuo Kan-Ying (Kenny) Kuo's HSBC Experience July 2008 - August 2008
Job MBA Candidate at Georgetown University's McDonough School of Business
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
CDIB, China Venture Management March 2013 - May 2014
Ernst & Young August 2011 - March 2013
Deloitte December 2010 - June 2011
HSBC July 2008 - August 2008
Skills
Corporate Finance, Business Valuation, Financial Analysis, Financial Modeling, Mandarin, Valuation, Microsoft Excel, Private Equity, CapitalIQ, Reuters, Due Diligence, Mergers, DCF, IPO, Bloomberg, Investments, Equities, Financial Reporting, US GAAP, Analysis, Auditing, Mergers & Acquisitions, Strategy
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting, Finance
ISB
Morgan Stanley June 2015 - August 2015
CDIB, China Venture Management March 2013 - May 2014
Ernst & Young August 2011 - March 2013
Deloitte December 2010 - June 2011
HSBC July 2008 - August 2008
Skills
Corporate Finance, Business Valuation, Financial Analysis, Financial Modeling, Mandarin, Valuation, Microsoft Excel, Private Equity, CapitalIQ, Reuters, Due Diligence, Mergers, DCF, IPO, Bloomberg, Investments, Equities, Financial Reporting, US GAAP, Analysis, Auditing, Mergers & Acquisitions, Strategy
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting, Finance
ISB
Cindy Zhao, Quantitative Analyst Cindy Zhao, Quantitative Analyst's HSBC Experience June 2015 - August 2015
Job M.S. Mathematical Finance | Asset management | Risk Management | Computational Finance | Available Jan 2016
Industry Financial Services
Experience
HSBC June 2015 - August 2015
Bank of China International January 2015 - January 2015
Zhejiang University September 2012 - July 2014
Bank of China August 2013 - September 2013
Industrial and Commercial Bank of China July 2013 - August 2013
Student Union, Zhejiang University May 2011 - June 2012
Longjiang Bank January 2012 - February 2012
Skills
RStudio, Financial Modeling, Corporate Finance, Microsoft Excel, PowerPoint, Matlab, C, Eviews, Stata, Financial Analysis, Economics, C++, Finance, Accounting, Regression Analysis, DCF Valuation
Education
Boston University Questrom School of Business 2014 — 2016
Master’s Degree, Mathematical Finance
Zhejiang University 2010 — 2014
Bachelor's Degree, Finance and Banking, 3.94/4.00
University of California, Los Angeles
Exchange Student, 4.0
HSBC June 2015 - August 2015
Bank of China International January 2015 - January 2015
Zhejiang University September 2012 - July 2014
Bank of China August 2013 - September 2013
Industrial and Commercial Bank of China July 2013 - August 2013
Student Union, Zhejiang University May 2011 - June 2012
Longjiang Bank January 2012 - February 2012
Skills
RStudio, Financial Modeling, Corporate Finance, Microsoft Excel, PowerPoint, Matlab, C, Eviews, Stata, Financial Analysis, Economics, C++, Finance, Accounting, Regression Analysis, DCF Valuation
Education
Boston University Questrom School of Business 2014 — 2016
Master’s Degree, Mathematical Finance
Zhejiang University 2010 — 2014
Bachelor's Degree, Finance and Banking, 3.94/4.00
University of California, Los Angeles
Exchange Student, 4.0
Shuangqing Wang Shuangqing Wang's HSBC Experience January 2013 - May 2013
Job Student at Brandeis University, Lemberg International Business School
Industry
Experience
Massachusetts Pension Reserves Investment Management July 2015 - Present
Roland Berger Strategy Consultants June 2014 - August 2014
HSBC January 2013 - May 2013
Pacific Asset Management Co., Ltd July 2012 - December 2012
Skills
Excel (Pivot Table,..., Databases (Bloomberg,..., Statistics (SPSS,...
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts in International Economics and Finance, Corporate Finance, Asset Management
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Arts in Management, International Accounting(ACCA)
Toulouse Business School 2012 — 2012
Exchange Student, International Business
Massachusetts Pension Reserves Investment Management July 2015 - Present
Roland Berger Strategy Consultants June 2014 - August 2014
HSBC January 2013 - May 2013
Pacific Asset Management Co., Ltd July 2012 - December 2012
Skills
Excel (Pivot Table,..., Databases (Bloomberg,..., Statistics (SPSS,...
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts in International Economics and Finance, Corporate Finance, Asset Management
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Arts in Management, International Accounting(ACCA)
Toulouse Business School 2012 — 2012
Exchange Student, International Business
Patti Northam Patti Northam's HSBC Experience May 2003 - April 2012
Job Portfolio Manager
Industry Financial Services
Experience
Gulf Coast Enterprise February 2015 - Present
Tier One Technologies, LLC. 2014 - 2015
Capital One May 2012 - October 2013
HSBC May 2003 - April 2012
Household International September 1995 - May 2003
Acxiom August 1989 - August 1995
Skills
SDLC, Vendor Management, Credit Cards, Banking, Financial Services, Risk Management, Business Analysis, Portfolio Management, Credit, Financial Risk, Relationship Management, Change Management, Requirements Gathering, Retail Banking, Project Portfolio..., Management Consulting, Agile Methodolgy, Document Management, Dodd-Frank, Process Management, IT Management, Print Management, Magazine Fulfillment, Leadership, Agile Methodologies, PMO, Management, Project Management, IT Strategy, Integration, Business Process, Project Delivery, Business Process..., Resource Management, PMP, Business Requirements
Education
Bowling Green State University
Bachelor of Science (BS), Business Administration - Management Information Systems
Gulf Coast Enterprise February 2015 - Present
Tier One Technologies, LLC. 2014 - 2015
Capital One May 2012 - October 2013
HSBC May 2003 - April 2012
Household International September 1995 - May 2003
Acxiom August 1989 - August 1995
Skills
SDLC, Vendor Management, Credit Cards, Banking, Financial Services, Risk Management, Business Analysis, Portfolio Management, Credit, Financial Risk, Relationship Management, Change Management, Requirements Gathering, Retail Banking, Project Portfolio..., Management Consulting, Agile Methodolgy, Document Management, Dodd-Frank, Process Management, IT Management, Print Management, Magazine Fulfillment, Leadership, Agile Methodologies, PMO, Management, Project Management, IT Strategy, Integration, Business Process, Project Delivery, Business Process..., Resource Management, PMP, Business Requirements
Education
Bowling Green State University
Bachelor of Science (BS), Business Administration - Management Information Systems
William R. Proctor II's HSBC Experience 2000 - 2008
Job Senior Sales Specialist
Industry Financial Services
Experience
New Penn Financial, LLC 2014 - Present
Integra Staffing 2011 - 2014
3M 2010 - 2011
W.C. Johnston Architectural Sales 2009 - 2010
HSBC 2000 - 2008
Skills
Leadership, Account Management, Sales Management, Sales Operations, Talent Management, New Business Development, Contract Negotiation, Team Leadership, Operations Management, Marketing Strategy, Sourcing, Team Building, Leadership Development, Problem Solving
Education
Bowling Green State University
Bachelor of Arts (BA), Communications
Chaminade-Julienne
New Penn Financial, LLC 2014 - Present
Integra Staffing 2011 - 2014
3M 2010 - 2011
W.C. Johnston Architectural Sales 2009 - 2010
HSBC 2000 - 2008
Skills
Leadership, Account Management, Sales Management, Sales Operations, Talent Management, New Business Development, Contract Negotiation, Team Leadership, Operations Management, Marketing Strategy, Sourcing, Team Building, Leadership Development, Problem Solving
Education
Bowling Green State University
Bachelor of Arts (BA), Communications
Chaminade-Julienne
Mohinder Jagpal Mohinder Jagpal's HSBC Experience February 2005 - Present
Job Manager, Business Systems at HSBC Bank Canada
Industry Information Technology and Services
Experience
HSBC February 2005 - Present
Source Medical April 2000 - September 2004
Attachmate August 1993 - March 2001
Attachmate 1993 - 1994
BT September 1986 - March 1993
Skills
Software Project..., Project Management, SDLC, Integration, Systems Analysis, Business Analysis, Requirements Analysis, Testing, Management, Vendor Management, Databases, Microsoft SQL Server, SQL, Requirements Gathering, Process Improvement, Disaster Recovery, Software Development, Change Management, Business Intelligence, IT Strategy, Business Process, IT Management, Visio, PMO, Project Portfolio..., PMP, Project Delivery, Business Requirements, SharePoint, Solution Architecture
Education
Bradford College 1979 — 1984
Electrical & Micro Electronics
HSBC February 2005 - Present
Source Medical April 2000 - September 2004
Attachmate August 1993 - March 2001
Attachmate 1993 - 1994
BT September 1986 - March 1993
Skills
Software Project..., Project Management, SDLC, Integration, Systems Analysis, Business Analysis, Requirements Analysis, Testing, Management, Vendor Management, Databases, Microsoft SQL Server, SQL, Requirements Gathering, Process Improvement, Disaster Recovery, Software Development, Change Management, Business Intelligence, IT Strategy, Business Process, IT Management, Visio, PMO, Project Portfolio..., PMP, Project Delivery, Business Requirements, SharePoint, Solution Architecture
Education
Bradford College 1979 — 1984
Electrical & Micro Electronics
Gayle Gittleman's HSBC Experience May 2006 - February 2010
Job Marketing Professional
Industry Marketing and Advertising
Experience
Shakespeare's Sister Company February 2012 - Present
Sirius XM Radio Inc. July 2010 - Present
HSBC May 2006 - February 2010
Citigroup July 1998 - April 2006
Skills
Customer Relations, Budget Management, Results Analysis, Direct Mail, Direct Marketing, Email Marketing, Online Marketing, Advertising, Online Advertising, Customer Acquisition, Marketing Communications, Integrated Marketing, Public Relations, Analysis, Social Networking, Strategy, Budgets, Social Media, Event Planning, Marketing Strategy, Social Media Marketing, Customer Service, Marketing, Digital Marketing, Management
Education
Boston University Questrom School of Business
Bachelor of Science in Business Administration, Business Administration/Marketing
Shakespeare's Sister Company February 2012 - Present
Sirius XM Radio Inc. July 2010 - Present
HSBC May 2006 - February 2010
Citigroup July 1998 - April 2006
Skills
Customer Relations, Budget Management, Results Analysis, Direct Mail, Direct Marketing, Email Marketing, Online Marketing, Advertising, Online Advertising, Customer Acquisition, Marketing Communications, Integrated Marketing, Public Relations, Analysis, Social Networking, Strategy, Budgets, Social Media, Event Planning, Marketing Strategy, Social Media Marketing, Customer Service, Marketing, Digital Marketing, Management
Education
Boston University Questrom School of Business
Bachelor of Science in Business Administration, Business Administration/Marketing
Larry Mandel Larry Mandel's HSBC Experience May 1989 - December 1994
Job Experienced Financial Services Executive Banking and Real Estate
Industry Financial Services
Experience
Larry J Mandel & Associates June 2007 - Present
Jeffrey E. Smith Institute of Real Estate - University of Missouri, Columbia February 2010 - Present
IFG Capital February 2011 - March 2013
GE Capital Real Estate/Heller Financial August 1995 - February 2007
General Electric 2001 - 2007
Heller Financial 1996 - 2001
LSM Financial January 1995 - August 1996
HSBC May 1989 - December 1994
Bank of America September 1981 - April 1989
Skills
Asset Management, Mergers & Acquisitions, Investments, Real Estate Economics, Private Equity, Portfolio Management, Valuation, Credit, Finance, Real Estate, Disposition, Loans, Acquisitions, Due Diligence, Banking, Dispositions
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Accounting, Finance and Operations Research/Data Analysis
Brandeis University 1976 — 1979
BA, Political Science and Philosophy
MIami Beach Senior High 1972 — 1975
High School
Larry J Mandel & Associates June 2007 - Present
Jeffrey E. Smith Institute of Real Estate - University of Missouri, Columbia February 2010 - Present
IFG Capital February 2011 - March 2013
GE Capital Real Estate/Heller Financial August 1995 - February 2007
General Electric 2001 - 2007
Heller Financial 1996 - 2001
LSM Financial January 1995 - August 1996
HSBC May 1989 - December 1994
Bank of America September 1981 - April 1989
Skills
Asset Management, Mergers & Acquisitions, Investments, Real Estate Economics, Private Equity, Portfolio Management, Valuation, Credit, Finance, Real Estate, Disposition, Loans, Acquisitions, Due Diligence, Banking, Dispositions
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Accounting, Finance and Operations Research/Data Analysis
Brandeis University 1976 — 1979
BA, Political Science and Philosophy
MIami Beach Senior High 1972 — 1975
High School
Antoine-Axel Roulot Antoine-Axel Roulot's HSBC Experience July 2004 - August 2004
Job Vice President Structured Credit Research at State Street Corporation
Industry Investment Management
Experience
State Street Corporation July 2009 - Present
State Street Global Markets August 2005 - July 2009
HSBC July 2004 - August 2004
HSBC June 2003 - December 2003
Natixis March 2001 - February 2002
Dexia Credit Local March 2000 - June 2000
Skills
Fixed Income, Bonds, Structured Finance, CLOs, ABS, Derivatives, Credit Analysis, Portfolio Management, Capital Markets, Bloomberg, Leveraged Finance, Credit Derivatives, Financial Structuring, Corporate Credit, Intex, Visual Basic, Asset Management, Investments, Financial Modeling, Structured Products, Credit, Alternative Investments, Old Master Paintings, Old Master Drawings
Education
Brandeis International Business School 2004 — 2005
MA
Université Paris Dauphine 1997 — 2000
BA
State Street Corporation July 2009 - Present
State Street Global Markets August 2005 - July 2009
HSBC July 2004 - August 2004
HSBC June 2003 - December 2003
Natixis March 2001 - February 2002
Dexia Credit Local March 2000 - June 2000
Skills
Fixed Income, Bonds, Structured Finance, CLOs, ABS, Derivatives, Credit Analysis, Portfolio Management, Capital Markets, Bloomberg, Leveraged Finance, Credit Derivatives, Financial Structuring, Corporate Credit, Intex, Visual Basic, Asset Management, Investments, Financial Modeling, Structured Products, Credit, Alternative Investments, Old Master Paintings, Old Master Drawings
Education
Brandeis International Business School 2004 — 2005
MA
Université Paris Dauphine 1997 — 2000
BA
Bridget Schulz Bridget Schulz's HSBC Experience 1998 - 2005
Job Vice President, Health & Wellness (Corporate) at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group October 2014 - Present
UnitedHealth Group September 2010 - April 2014
Principal Financial Group June 2005 - August 2010
HSBC 1998 - 2005
Aon Hewitt 1994 - 1998
Skills
Benefits Administration, Executive Pay, Employee Benefits, HR Policies, Strategy, Employee Benefits Design, Health & Wellness, Retirement, Compliance, Organizational..., HR Consulting, Incentive Programs, Recruiting, Wellness, Workforce Planning, 401k, Deferred Compensation, Compensation & Benefit, Succession Planning, Organizational..., Defined Benefit, Personnel Management, Medicare, Human Resources, Employee Relations, Insurance, Vendor Management, Employee Engagement, Training, PeopleSoft, Policy, ERISA, FMLA, Project Management, Talent Acquisition, HRIS, Onboarding, COBRA, Performance Management, Payroll, Employee Wellness, Disability Insurance, Health Insurance, Talent Management, Mergers & Acquisitions, Leadership Development, Applicant Tracking..., Organizational Design
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Business, Communications & Human Resources, Magna Cum Laude
UnitedHealth Group October 2014 - Present
UnitedHealth Group September 2010 - April 2014
Principal Financial Group June 2005 - August 2010
HSBC 1998 - 2005
Aon Hewitt 1994 - 1998
Skills
Benefits Administration, Executive Pay, Employee Benefits, HR Policies, Strategy, Employee Benefits Design, Health & Wellness, Retirement, Compliance, Organizational..., HR Consulting, Incentive Programs, Recruiting, Wellness, Workforce Planning, 401k, Deferred Compensation, Compensation & Benefit, Succession Planning, Organizational..., Defined Benefit, Personnel Management, Medicare, Human Resources, Employee Relations, Insurance, Vendor Management, Employee Engagement, Training, PeopleSoft, Policy, ERISA, FMLA, Project Management, Talent Acquisition, HRIS, Onboarding, COBRA, Performance Management, Payroll, Employee Wellness, Disability Insurance, Health Insurance, Talent Management, Mergers & Acquisitions, Leadership Development, Applicant Tracking..., Organizational Design
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Business, Communications & Human Resources, Magna Cum Laude
XIAN CAO XIAN CAO's HSBC Experience September 2005 - November 2006
Job Ph.D Student at University of Connecticut
Industry
Experience
University of Connecticut January 2015 - Present
University of Connecticut August 2013 - Present
DY Oceanic Consultants L. L. C. September 2009 - May 2011
Bowling Green State University August 2007 - May 2009
HSBC September 2005 - November 2006
Skills
SAS, SPSS, Research, Statistics, Data Analysis, Matlab, Statistical Modeling, R, Microsoft Excel, LaTeX, Public Speaking, C++, Data Mining
Education
University of Connecticut 2013 — 2017
Doctor of Philosophy (Ph.D.), Management
University of Missouri-Kansas City 2011 — 2013
Entrepreneurship and Innovation
Bowling Green State University 2007 — 2009
Master of Arts (M.A.), Business Administration and Management, General
Nanjing University 2001 — 2005
Bachelor's degree, International Economics and Trade
University of Connecticut January 2015 - Present
University of Connecticut August 2013 - Present
DY Oceanic Consultants L. L. C. September 2009 - May 2011
Bowling Green State University August 2007 - May 2009
HSBC September 2005 - November 2006
Skills
SAS, SPSS, Research, Statistics, Data Analysis, Matlab, Statistical Modeling, R, Microsoft Excel, LaTeX, Public Speaking, C++, Data Mining
Education
University of Connecticut 2013 — 2017
Doctor of Philosophy (Ph.D.), Management
University of Missouri-Kansas City 2011 — 2013
Entrepreneurship and Innovation
Bowling Green State University 2007 — 2009
Master of Arts (M.A.), Business Administration and Management, General
Nanjing University 2001 — 2005
Bachelor's degree, International Economics and Trade
Amish Shah's HSBC Experience October 2013 - Present
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC October 2013 - Present
Citi January 2012 - October 2013
Citi January 2008 - December 2011
Citi January 2006 - December 2007
Citi September 2003 - December 2005
Skills
Capital Markets, Derivatives, Trading Systems, Clearing, Options, Hedge Funds, Futures, IRS, CDS, OTC, FX, Managed Futures, Dodd-Frank, Series 7, Series 3, Prime Brokerage, Series 63, Electronic Trading, Alternative Investments, Settlement, FX Options, Asset Management, Portfolio Management, Fixed Income, Currency, Equities
Education
Boston University Questrom School of Business 2000 — 2003
BS, Business Administration
HSBC October 2013 - Present
Citi January 2012 - October 2013
Citi January 2008 - December 2011
Citi January 2006 - December 2007
Citi September 2003 - December 2005
Skills
Capital Markets, Derivatives, Trading Systems, Clearing, Options, Hedge Funds, Futures, IRS, CDS, OTC, FX, Managed Futures, Dodd-Frank, Series 7, Series 3, Prime Brokerage, Series 63, Electronic Trading, Alternative Investments, Settlement, FX Options, Asset Management, Portfolio Management, Fixed Income, Currency, Equities
Education
Boston University Questrom School of Business 2000 — 2003
BS, Business Administration
Sikandar Raza Khan's HSBC Experience 2006 - 2008
Job Senior Consultant at IBM
Industry Management Consulting
Experience
IBM June 2013 - Present
EnerNOC June 2012 - August 2012
Telenor September 2008 - August 2011
Telenor Pakistan April 2009 - March 2010
HSBC 2006 - 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Market Research, Project Management, Telecommunications, Business Process..., Competitive Analysis, Strategy, Business Intelligence, Analytics, Finance, Management Consulting, Business Strategy, Analysis, Product Management, Cross-functional Team..., Team Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Strategy & Business Analysis, Finance
Boston University Graduate School of Management 2011 — 2013
MS, Information System
Lahore University of Management Sciences 2002 — 2006
Bachelor of Science (BSc), Economics
Beaconhouse Margalla Campus, Islamabad 2000 — 2002
A Levels
IBM June 2013 - Present
EnerNOC June 2012 - August 2012
Telenor September 2008 - August 2011
Telenor Pakistan April 2009 - March 2010
HSBC 2006 - 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Market Research, Project Management, Telecommunications, Business Process..., Competitive Analysis, Strategy, Business Intelligence, Analytics, Finance, Management Consulting, Business Strategy, Analysis, Product Management, Cross-functional Team..., Team Management
Education
Boston University Graduate School of Management 2011 — 2013
MBA, Strategy & Business Analysis, Finance
Boston University Graduate School of Management 2011 — 2013
MS, Information System
Lahore University of Management Sciences 2002 — 2006
Bachelor of Science (BSc), Economics
Beaconhouse Margalla Campus, Islamabad 2000 — 2002
A Levels
Olivia Schiffmann's HSBC Experience June 2007 - August 2007
Job Manager, Insights & Analytics at MediaCom
Industry Marketing and Advertising
Experience
MediaCom May 2015 - Present
MediaCom January 2013 - April 2015
Razorfish November 2011 - January 2013
Dreman Value Management August 2010 - November 2011
Viewpoint Creative September 2009 - November 2009
Fuseideas June 2009 - August 2009
Amica January 2009 - May 2009
HSBC June 2007 - August 2007
Lombard Odier Darier Hentsch & Cie June 2006 - August 2006
Cemsan Textiles June 2004 - August 2004
Skills
Web Analytics, Analytics, Social Media Measurement, Google Analytics, Omniture, Social Analytics, Radian6, Sysomos, DoubleClick, Atlas, Microsoft Office, Media Analysis, MySQL, Social Listening, Facebook Marketing, comScore, Mediaplex, Digital Media, MS Access, Online Marketing..., Digital Strategy, Digital Marketing, Tableau, Forecasting, SPSS, Behavioral Targeting, Retargeting, DS3, DFA, Display Advertising, Google Adwords, SEM
Education
Brandeis International Business School 2008 — 2010
MA, Finance & International Economics and Business
Brandeis University 2004 — 2008
BA, Economics, International and Global Studies, Minor in Business
MediaCom May 2015 - Present
MediaCom January 2013 - April 2015
Razorfish November 2011 - January 2013
Dreman Value Management August 2010 - November 2011
Viewpoint Creative September 2009 - November 2009
Fuseideas June 2009 - August 2009
Amica January 2009 - May 2009
HSBC June 2007 - August 2007
Lombard Odier Darier Hentsch & Cie June 2006 - August 2006
Cemsan Textiles June 2004 - August 2004
Skills
Web Analytics, Analytics, Social Media Measurement, Google Analytics, Omniture, Social Analytics, Radian6, Sysomos, DoubleClick, Atlas, Microsoft Office, Media Analysis, MySQL, Social Listening, Facebook Marketing, comScore, Mediaplex, Digital Media, MS Access, Online Marketing..., Digital Strategy, Digital Marketing, Tableau, Forecasting, SPSS, Behavioral Targeting, Retargeting, DS3, DFA, Display Advertising, Google Adwords, SEM
Education
Brandeis International Business School 2008 — 2010
MA, Finance & International Economics and Business
Brandeis University 2004 — 2008
BA, Economics, International and Global Studies, Minor in Business
Amreen Ashraf's HSBC Experience August 2008 - September 2008
Job Analyst at Timexsl.com
Industry Apparel & Fashion
Experience
Timexsl.com July 2012 - Present
Extended Solutions LLC. October 2011 - March 2012
Summer Street Research Partners September 2011 - November 2011
Investor Group Services (IGS) August 2011 - September 2011
Pivot solutions November 2010 - June 2011
LeSportsac May 2010 - July 2010
HSBC August 2008 - September 2008
John Keells Holdings July 2008 - July 2008
Skills
Business Development, Analytics, Strategy, Sales, Retail, Fashion, Market Research, Project Planning, Salesforce.com, Competitive Analysis, Entrepreneurship, Marketing Strategy, Microsoft Excel, Marketing, Business Strategy, Start-ups, Social Media
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship
Timexsl.com July 2012 - Present
Extended Solutions LLC. October 2011 - March 2012
Summer Street Research Partners September 2011 - November 2011
Investor Group Services (IGS) August 2011 - September 2011
Pivot solutions November 2010 - June 2011
LeSportsac May 2010 - July 2010
HSBC August 2008 - September 2008
John Keells Holdings July 2008 - July 2008
Skills
Business Development, Analytics, Strategy, Sales, Retail, Fashion, Market Research, Project Planning, Salesforce.com, Competitive Analysis, Entrepreneurship, Marketing Strategy, Microsoft Excel, Marketing, Business Strategy, Start-ups, Social Media
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship
Kristie Morand Kristie Morand's HSBC Experience 2005 - 2006
Job Vice President, Executive Recruiter at Citigroup
Industry Financial Services
Experience
Citi November 2002 - Present
HSBC 2005 - 2006
Ameritech Cellular November 1990 - January 2000
PartyLite 1997 - 1998
Skills
Sourcing, Employee Relations, Hiring, Coaching, Policy, Interview Training, Resume Writing, Human Resources, Training, Employee Benefits, Interviews, Recruiting, Personnel Management, Call Centers, Leadership, Talent Management, Management
Education
Bradley University 1978 — 1980
B.S.
Citi November 2002 - Present
HSBC 2005 - 2006
Ameritech Cellular November 1990 - January 2000
PartyLite 1997 - 1998
Skills
Sourcing, Employee Relations, Hiring, Coaching, Policy, Interview Training, Resume Writing, Human Resources, Training, Employee Benefits, Interviews, Recruiting, Personnel Management, Call Centers, Leadership, Talent Management, Management
Education
Bradley University 1978 — 1980
B.S.
Shen Chen Shen Chen's HSBC Experience June 2011 - July 2011
Job Financial Analyst at Magellan Development
Industry
Experience
Magellan Development September 2015 - Present
E.S. Schwartz & Company, Inc September 2014 - November 2014
Waddell & Reed June 2014 - August 2014
Bentall Kennedy January 2014 - May 2014
ICBC Credit Suisse Asset Management Co. Ltd. February 2013 - April 2013
HSBC June 2011 - July 2011
Bank of China International May 2011 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Risk Management, Banking, Financial Risk, Finance, Due Diligence, Corporate Finance, Financial Services, Accounting, Economics, Financial Markets, Management, Valuation, Wealth Management, Real Estate Development, Retail Banking, Argus Modeling
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (MA), International Economics and Finance
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science (BS), Management Science with Finance Concentration, 3.70 out of 4.0
Capital University of Economics and Business 2009 — 2010
International Finance
Magellan Development September 2015 - Present
E.S. Schwartz & Company, Inc September 2014 - November 2014
Waddell & Reed June 2014 - August 2014
Bentall Kennedy January 2014 - May 2014
ICBC Credit Suisse Asset Management Co. Ltd. February 2013 - April 2013
HSBC June 2011 - July 2011
Bank of China International May 2011 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Risk Management, Banking, Financial Risk, Finance, Due Diligence, Corporate Finance, Financial Services, Accounting, Economics, Financial Markets, Management, Valuation, Wealth Management, Real Estate Development, Retail Banking, Argus Modeling
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (MA), International Economics and Finance
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science (BS), Management Science with Finance Concentration, 3.70 out of 4.0
Capital University of Economics and Business 2009 — 2010
International Finance
Mathew Epstein Mathew Epstein's HSBC Experience 2014 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC 2014 - Present
The Seaport Group 2009 - 2014
Skills
Equities, Hedge Funds, Series 7, Trading, Bloomberg, Sales, Sales Management, Account Management, Divisional Management, Institutional Sales, Municipal Bonds, Financial Analysis, Financial Reporting, Project Management, Revenue Analysis, Cost Management, Sales Presentations, Strategic Negotiations, Conflict Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Brandeis University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature/Letters
Byram Hills High School 1995 — 1999
HSBC 2014 - Present
The Seaport Group 2009 - 2014
Skills
Equities, Hedge Funds, Series 7, Trading, Bloomberg, Sales, Sales Management, Account Management, Divisional Management, Institutional Sales, Municipal Bonds, Financial Analysis, Financial Reporting, Project Management, Revenue Analysis, Cost Management, Sales Presentations, Strategic Negotiations, Conflict Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Brandeis University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature/Letters
Byram Hills High School 1995 — 1999
Marc Appel's HSBC Experience July 2005 - November 2011
Job EM Credit Derivatives Trader at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank December 2013 - Present
Cantor Fitzgerald March 2012 - October 2013
HSBC July 2005 - November 2011
ABN AMRO Bank N.V. September 2004 - June 2005
WestLB July 2001 - August 2004
Bankers Trust February 1994 - March 1999
Skills
Fixed Income, Emerging Markets, Derivatives, Structured Products, Fixed Income Trading, Swaps, CDS, Credit, Credit Derivatives, Financial Structuring, Capital Markets, Hedge Funds, Interest Rate..., Bonds, Credit Trading, FX Options, Investment Banking, Trading
Education
Brandeis University 1987 — 1991
BA, Computer Science
Deutsche Bank December 2013 - Present
Cantor Fitzgerald March 2012 - October 2013
HSBC July 2005 - November 2011
ABN AMRO Bank N.V. September 2004 - June 2005
WestLB July 2001 - August 2004
Bankers Trust February 1994 - March 1999
Skills
Fixed Income, Emerging Markets, Derivatives, Structured Products, Fixed Income Trading, Swaps, CDS, Credit, Credit Derivatives, Financial Structuring, Capital Markets, Hedge Funds, Interest Rate..., Bonds, Credit Trading, FX Options, Investment Banking, Trading
Education
Brandeis University 1987 — 1991
BA, Computer Science
Katherine Sikora Nelson Katherine Sikora Nelson's HSBC Experience February 2015 - August 2015
Job U.S. Head of Sanctions (OFAC) at HSBC
Industry Financial Services
Experience
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
Marshall Freund, CAMS Marshall Freund, CAMS's HSBC Experience April 2011 - Present
Job AVP Lead Analyst, Client Intelligence Group HSBC
Industry Financial Services
Experience
HSBC April 2011 - Present
HSBC November 1997 - April 2011
Skills
Management, Training, Sales, Organizational..., Coaching, Strategic Planning, Public Speaking, Relationship Management, Credit, Financial Services, Vendor Management, Banking, Process Improvement, Risk Management, Portfolio Management
Education
Bradley University 1993 — 1997
Bachelor of Science (BS), Journalism
HSBC April 2011 - Present
HSBC November 1997 - April 2011
Skills
Management, Training, Sales, Organizational..., Coaching, Strategic Planning, Public Speaking, Relationship Management, Credit, Financial Services, Vendor Management, Banking, Process Improvement, Risk Management, Portfolio Management
Education
Bradley University 1993 — 1997
Bachelor of Science (BS), Journalism
Ajay Bhala Ajay Bhala's HSBC Experience May 2013 - Present
Job Head of Enterprise Architecture, Wholesale Credit Risk at HSBC
Industry Banking
Experience
HSBC May 2013 - Present
Kissing Bridge Corporation January 2005 - Present
HSBC October 2002 - Present
Cognigen Corporation June 2001 - October 2002
The Mehton Company, Ltd. 1998 - 2000
Thomas Jefferson University 1995 - 1996
The Children's Hospital of Philadelphia 1988 - 1994
Skills
SDLC, Enterprise Architecture, PMP, Java, Requirements Analysis, Requirements Gathering, Systems Analysis, Software Project..., Architectures, Project Management, Software Development, Java Enterprise Edition, Architecture, SOA, Banking, J2EE, XML, JSP, Servlets, Team Leadership, Project Implementation, Agarose Gel..., Gel Electrophoresis, Column Chromatography, Biochemistry, Enzyme Assays, Metabolic Diseases, IT Strategy, Business Analysis
Education
Inspirational Development Group 2014 — 2015
Leadership Development
University at Buffalo 1999 — 2000
BS, Computer Science
Boston University School of Medicine 1993 — 1994
MA, Medical Sciences
Penn State University 1983 — 1987
B.S., Microbiology
Architecting The Enterprise
Enterprise Architecture
HSBC May 2013 - Present
Kissing Bridge Corporation January 2005 - Present
HSBC October 2002 - Present
Cognigen Corporation June 2001 - October 2002
The Mehton Company, Ltd. 1998 - 2000
Thomas Jefferson University 1995 - 1996
The Children's Hospital of Philadelphia 1988 - 1994
Skills
SDLC, Enterprise Architecture, PMP, Java, Requirements Analysis, Requirements Gathering, Systems Analysis, Software Project..., Architectures, Project Management, Software Development, Java Enterprise Edition, Architecture, SOA, Banking, J2EE, XML, JSP, Servlets, Team Leadership, Project Implementation, Agarose Gel..., Gel Electrophoresis, Column Chromatography, Biochemistry, Enzyme Assays, Metabolic Diseases, IT Strategy, Business Analysis
Education
Inspirational Development Group 2014 — 2015
Leadership Development
University at Buffalo 1999 — 2000
BS, Computer Science
Boston University School of Medicine 1993 — 1994
MA, Medical Sciences
Penn State University 1983 — 1987
B.S., Microbiology
Architecting The Enterprise
Enterprise Architecture
Nirmalya Mitra Nirmalya Mitra's HSBC Experience 2011 - 2013
Job Head of Trade Finance: Mid Corporate & Global National Industries at Citi
Industry Banking
Experience
Citi Commercial Bank December 2014 - Present
Citi Commercial Bank August 2013 - December 2014
HSBC 2011 - 2013
HSBC 2006 - 2011
JPMorgan Chase 2001 - 2005
Skills
Credit Analysis, Cash Flow Lending, Bank Relationship..., Commercial Banking, Credit, Cash Management, Portfolio Management, Asset Based Lending, New Business Development, Trade Finance, Supply Chain Management, Structured Finance, Loan Origination, Financial Analysis, Corporate Finance, Commercial Lending, Credit Risk, Finance, Loans, Relationship Management, Risk Management, Capital Markets, Financial Risk, Management, Analysis
Education
Boston University 2008 — 2010
MSc, Banking & Financial Services
University of West London 1994 — 1998
BBA, Business Management - Corporate Finance
Frank Anthony Public School 1984 — 1994
High School, Science
Citi Commercial Bank December 2014 - Present
Citi Commercial Bank August 2013 - December 2014
HSBC 2011 - 2013
HSBC 2006 - 2011
JPMorgan Chase 2001 - 2005
Skills
Credit Analysis, Cash Flow Lending, Bank Relationship..., Commercial Banking, Credit, Cash Management, Portfolio Management, Asset Based Lending, New Business Development, Trade Finance, Supply Chain Management, Structured Finance, Loan Origination, Financial Analysis, Corporate Finance, Commercial Lending, Credit Risk, Finance, Loans, Relationship Management, Risk Management, Capital Markets, Financial Risk, Management, Analysis
Education
Boston University 2008 — 2010
MSc, Banking & Financial Services
University of West London 1994 — 1998
BBA, Business Management - Corporate Finance
Frank Anthony Public School 1984 — 1994
High School, Science
Chris Pfoutz, CISSP Chris Pfoutz, CISSP's HSBC Experience March 2010 - October 2010
Job Manager, Application Security at Global Accounting Firm
Industry Computer & Network Security
Experience
Global Accounting Firm/Consultancy November 2012 - Present
SunGard Financial Systems November 2010 - November 2012
HSBC March 2010 - October 2010
HSBC August 2007 - March 2010
HSBC April 2006 - August 2007
HSBC June 2005 - April 2006
Accenture 2002 - 2005
Zurich Financial Services May 2000 - July 2001
Hamilton Sundstrand a United Technologies Company June 1998 - July 2000
Skills
HP Webinspect, Burp Proxy, Application..., HP Fortify, Veracode, Information Security, ISO 27001, ISO 27002, Privileged Access..., Application Risk, Application Security, Policy Exception Process, Secure Messaging, Identity and Access..., Information Security..., Vendor Management, Security, HP, Data Privacy, Project Management, Vulnerability Assessment, Vendor Security, Risk Assessment
Education
Bradley University 1997 — 2002
Bachelor of Science, Management Information Systems
Stillman Valley High School 1993 — 2000
High School
Global Accounting Firm/Consultancy November 2012 - Present
SunGard Financial Systems November 2010 - November 2012
HSBC March 2010 - October 2010
HSBC August 2007 - March 2010
HSBC April 2006 - August 2007
HSBC June 2005 - April 2006
Accenture 2002 - 2005
Zurich Financial Services May 2000 - July 2001
Hamilton Sundstrand a United Technologies Company June 1998 - July 2000
Skills
HP Webinspect, Burp Proxy, Application..., HP Fortify, Veracode, Information Security, ISO 27001, ISO 27002, Privileged Access..., Application Risk, Application Security, Policy Exception Process, Secure Messaging, Identity and Access..., Information Security..., Vendor Management, Security, HP, Data Privacy, Project Management, Vulnerability Assessment, Vendor Security, Risk Assessment
Education
Bradley University 1997 — 2002
Bachelor of Science, Management Information Systems
Stillman Valley High School 1993 — 2000
High School
Scott Wilks's HSBC Experience September 2004 - Present
Job Vice President at HSBC Bank
Industry Capital Markets
Experience
HSBC September 2004 - Present
SS&C Technologies December 1996 - August 2004
Swiss Bank Corporation September 1985 - December 1995
Skills
Equities, Derivatives, Fixed Income, Trading Systems, Electronic Trading, FX Options, Back Office, Capital Markets, Middle Office, Options, Market Data, Securities, Calypso, Precious Metals, Base Metals, Global Custody, Emerging Markets, Business Analysis, Swaps, Foreign Exchange, Credit Derivatives, FX trading, Equity Derivatives, Sybase, Market Risk, Banking, Financial Markets, Commodity, Structured Products, Bonds, Hedge Funds, Equity Trading, Trading, Collateral Management, Risk Management, Prime Brokerage, Settlement, Portfolio Management, Operational Risk, Investment Banking, Interest Rate..., SWIFT payments, Money Market, Credit Risk, Financial Risk, Relationship Management
Education
Boston University - School of Management 1984 — 1985
Master of Science (M.S.), Management Information Systems
Boston University - School of Management 1980 — 1984
Bachelor of Science (B.S.), Business Administration/Management
HSBC September 2004 - Present
SS&C Technologies December 1996 - August 2004
Swiss Bank Corporation September 1985 - December 1995
Skills
Equities, Derivatives, Fixed Income, Trading Systems, Electronic Trading, FX Options, Back Office, Capital Markets, Middle Office, Options, Market Data, Securities, Calypso, Precious Metals, Base Metals, Global Custody, Emerging Markets, Business Analysis, Swaps, Foreign Exchange, Credit Derivatives, FX trading, Equity Derivatives, Sybase, Market Risk, Banking, Financial Markets, Commodity, Structured Products, Bonds, Hedge Funds, Equity Trading, Trading, Collateral Management, Risk Management, Prime Brokerage, Settlement, Portfolio Management, Operational Risk, Investment Banking, Interest Rate..., SWIFT payments, Money Market, Credit Risk, Financial Risk, Relationship Management
Education
Boston University - School of Management 1984 — 1985
Master of Science (M.S.), Management Information Systems
Boston University - School of Management 1980 — 1984
Bachelor of Science (B.S.), Business Administration/Management
Dongze (Hazel) He's HSBC Experience July 2014 - August 2014
Job Student at Boston University Questrom School of Business
Industry Financial Services
Experience
HSBC July 2014 - August 2014
Skills
Teamwork, Strategic Planning, Project Management, Administrative..., Time Management, Customer Service, Presentation Skills, Microsoft Office
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor's Degree
HSBC July 2014 - August 2014
Skills
Teamwork, Strategic Planning, Project Management, Administrative..., Time Management, Customer Service, Presentation Skills, Microsoft Office
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor's Degree
Jennifer Chammas's HSBC Experience June 2011 - August 2011
Job HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets January 2015 - Present
HSBC Private Bank June 2013 - January 2015
HSBC Private Bank 2012 - August 2013
International Business Club May 2011 - May 2012
HSBC June 2011 - August 2011
International School of Boston September 2010 - December 2010
Mediterranean Shipping & Transport CO July 2010 - August 2010
Private Tutoring September 2009 - November 2009
Skills
Marketing, Spanish, Public Speaking, English, French, Financial Modeling, Bloomberg Terminal, Nonprofits, Fundraising, Financial Analysis, Microsoft Excel, Tutoring, Finance, Data Analysis, Market Research, Investments, Economics, Bloomberg, Microsoft Office, PowerPoint, Research
Education
Boston University - School of Management 2009 — 2012
Bachelor of Science (BS), Business Administration (Finance), Cum Luade Honors
International School of Boston 2006 — 2009
French Baccalaureate, S Physics and Chemistry
College Notre Dame de Jamhour 1996 — 2006
HSBC Global Banking and Markets January 2015 - Present
HSBC Private Bank June 2013 - January 2015
HSBC Private Bank 2012 - August 2013
International Business Club May 2011 - May 2012
HSBC June 2011 - August 2011
International School of Boston September 2010 - December 2010
Mediterranean Shipping & Transport CO July 2010 - August 2010
Private Tutoring September 2009 - November 2009
Skills
Marketing, Spanish, Public Speaking, English, French, Financial Modeling, Bloomberg Terminal, Nonprofits, Fundraising, Financial Analysis, Microsoft Excel, Tutoring, Finance, Data Analysis, Market Research, Investments, Economics, Bloomberg, Microsoft Office, PowerPoint, Research
Education
Boston University - School of Management 2009 — 2012
Bachelor of Science (BS), Business Administration (Finance), Cum Luade Honors
International School of Boston 2006 — 2009
French Baccalaureate, S Physics and Chemistry
College Notre Dame de Jamhour 1996 — 2006
Cyrus Zahedi Cyrus Zahedi's HSBC Experience March 2015 - Present
Job Vice President, Global Banking & Markets, Financial Institutions Group at HSBC
Industry Financial Services
Experience
HSBC March 2015 - Present
HSBC June 2011 - February 2015
CIBC World Markets March 2009 - March 2010
NAB September 2007 - December 2008
Banca Intesa September 2006 - September 2007
NewStar Financial June 2004 - September 2006
Skills
Credit Analysis, ISDA, Capital Markets, Prospectus, Financial Modeling, Investment Banking, Portfolio Management, Structured Finance, Valuation, Structured Products, Securitization, Corporate Finance, Derivatives, Fixed Income, Bloomberg, Equities, Credit Risk, Financial Analysis, Credit, Hedge Funds, Risk Management, Due Diligence, ABS, Commercial Banking, Financial Institutions, Securities
Education
Ivey Business School at Western University 2010 — 2011
MBA, Business Administration
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Crescent School 1992 — 2000
HSBC March 2015 - Present
HSBC June 2011 - February 2015
CIBC World Markets March 2009 - March 2010
NAB September 2007 - December 2008
Banca Intesa September 2006 - September 2007
NewStar Financial June 2004 - September 2006
Skills
Credit Analysis, ISDA, Capital Markets, Prospectus, Financial Modeling, Investment Banking, Portfolio Management, Structured Finance, Valuation, Structured Products, Securitization, Corporate Finance, Derivatives, Fixed Income, Bloomberg, Equities, Credit Risk, Financial Analysis, Credit, Hedge Funds, Risk Management, Due Diligence, ABS, Commercial Banking, Financial Institutions, Securities
Education
Ivey Business School at Western University 2010 — 2011
MBA, Business Administration
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Crescent School 1992 — 2000
Benjamin Halperin Benjamin Halperin's HSBC Experience January 2014 - February 2015
Job Managing Director, Head of Strategic Energy Solutions Group, Americas at HSBC
Industry Banking
Experience
HSBC Global Banking and Markets March 2015 - Present
HSBC January 2014 - February 2015
HSBC September 2010 - December 2013
Herbert Smith Freehills August 2005 - August 2010
Skills
Qualified Solicitor of..., Member of the AIPN..., Energy, Investment Banking, Corporate Law, Oil & Gas Exploration, Oil & Gas Industry, Offshore Oil & Gas, Corporate Finance, Capital Markets, Energy Industry, Banking, Joint Ventures, Mergers & Acquisitions, Investments, Structured Finance, Due Diligence
Education
BPP Law School 2004 — 2005
Legal Practitioners Certificate, Commercial Law
University College London, U. of London 2001 — 2004
Bachelor of Laws (LLB), Commercial Law
HSBC Global Banking and Markets March 2015 - Present
HSBC January 2014 - February 2015
HSBC September 2010 - December 2013
Herbert Smith Freehills August 2005 - August 2010
Skills
Qualified Solicitor of..., Member of the AIPN..., Energy, Investment Banking, Corporate Law, Oil & Gas Exploration, Oil & Gas Industry, Offshore Oil & Gas, Corporate Finance, Capital Markets, Energy Industry, Banking, Joint Ventures, Mergers & Acquisitions, Investments, Structured Finance, Due Diligence
Education
BPP Law School 2004 — 2005
Legal Practitioners Certificate, Commercial Law
University College London, U. of London 2001 — 2004
Bachelor of Laws (LLB), Commercial Law
Daniel Hermansson Daniel Hermansson's HSBC Experience June 2006 - August 2006
Job Consultant at Oliver Wyman
Industry Financial Services
Experience
Oliver Wyman February 2014 - Present
Oliver Wyman September 2010 - January 2014
State Street Global Advisors June 2009 - August 2009
Pixelj September 2007 - February 2008
HSBC June 2006 - August 2006
Microcare August 2005 - September 2005
Skills
Economics, Financial Modeling, Valuation, Strategy, Data Analysis, Bloomberg, Consulting, Finance, Business Strategy, Management, Market Research, Start-ups, Management Consulting, Analysis, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MA, International Economics and Finance, 4.0
University of Nottingham 2004 — 2007
BSc, International Economics, 2:1, 66%
Sigtunaskolan Humanistiska Läroverket 2000 — 2004
IB Diploma
International School of Ouagadougou 1998 — 2000
Oliver Wyman February 2014 - Present
Oliver Wyman September 2010 - January 2014
State Street Global Advisors June 2009 - August 2009
Pixelj September 2007 - February 2008
HSBC June 2006 - August 2006
Microcare August 2005 - September 2005
Skills
Economics, Financial Modeling, Valuation, Strategy, Data Analysis, Bloomberg, Consulting, Finance, Business Strategy, Management, Market Research, Start-ups, Management Consulting, Analysis, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MA, International Economics and Finance, 4.0
University of Nottingham 2004 — 2007
BSc, International Economics, 2:1, 66%
Sigtunaskolan Humanistiska Läroverket 2000 — 2004
IB Diploma
International School of Ouagadougou 1998 — 2000
Ann Marie Picha, CAMS Ann Marie Picha, CAMS's HSBC Experience 2001 - 2004
Job Operations Review Analyst at Federal Home Loan Bank of Chicago
Industry Banking
Experience
Federal Home Loan Bank of Chicago May 2014 - Present
Stearns Lending October 2012 - November 2013
Chase June 2012 - October 2012
MetLife Home Loans May 2011 - May 2012
Harris Bank February 2008 - May 2011
Accredited Home Lenders May 2004 - August 2007
HSBC 2001 - 2004
Skills
Credit, Mortgage Banking, Mortgage Lending, Loans, Banking, FHA, Credit Analysis, Underwriting, Refinance, Residential Mortgages, Mortgage Underwriting, USDA, FHA financing
Education
Bradley University 1989 — 1992
Bachelor of Science, Business Management
Federal Home Loan Bank of Chicago May 2014 - Present
Stearns Lending October 2012 - November 2013
Chase June 2012 - October 2012
MetLife Home Loans May 2011 - May 2012
Harris Bank February 2008 - May 2011
Accredited Home Lenders May 2004 - August 2007
HSBC 2001 - 2004
Skills
Credit, Mortgage Banking, Mortgage Lending, Loans, Banking, FHA, Credit Analysis, Underwriting, Refinance, Residential Mortgages, Mortgage Underwriting, USDA, FHA financing
Education
Bradley University 1989 — 1992
Bachelor of Science, Business Management
Candice Geter Candice Geter's HSBC Experience September 2006 - January 2009
Job Records Management Specialist I at HeiTech
Industry Information Technology and Services
Experience
Hei-Tech June 2010 - May 2013
Hei-Tech February 2009 - June 2010
HSBC September 2006 - January 2009
Skills
Electronic Document, Windows Mail, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Works, Database Administration, Organizational..., Operations Management, Inventory Management, Staff Development, Data Entry, Team Management, Process Improvement, Manage Client..., Written & Oral..., Situational Sales..., Administrative...
Education
Bowie State University 1998 — 2005
Bachelor of Science (B.S.), Biology, General
Hei-Tech June 2010 - May 2013
Hei-Tech February 2009 - June 2010
HSBC September 2006 - January 2009
Skills
Electronic Document, Windows Mail, Windows 7, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Works, Database Administration, Organizational..., Operations Management, Inventory Management, Staff Development, Data Entry, Team Management, Process Improvement, Manage Client..., Written & Oral..., Situational Sales..., Administrative...
Education
Bowie State University 1998 — 2005
Bachelor of Science (B.S.), Biology, General
Janet Spears's HSBC Experience 2003 - 2007
Job Operations Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Bank April 2007 - Present
HSBC 2003 - 2007
Chicago Mercantile Exchange 2002 - 2003
ABN AMRO 1999 - 2001
Sears, Roebuck and Co. 1980 - 1997
Education
Bradley University 1976 — 1980
BA, International Studies/Business
high school 1973 — 1977
Carl Sandburg High School 1972 — 1977
Wells Fargo Bank April 2007 - Present
HSBC 2003 - 2007
Chicago Mercantile Exchange 2002 - 2003
ABN AMRO 1999 - 2001
Sears, Roebuck and Co. 1980 - 1997
Education
Bradley University 1976 — 1980
BA, International Studies/Business
high school 1973 — 1977
Carl Sandburg High School 1972 — 1977
Michael McGovern, J.D., LL.M., CAMS Michael McGovern, J.D., LL.M., CAMS's HSBC Experience June 2012 - December 2012
Job AML / BSA / OFAC / Financial Crimes Independent Consultant and Subject Matter Expert (SME)
Industry Banking
Experience
Standard Chartered Bank March 2014 - Present
Company Confidential November 2013 - February 2014
Gibraltar Private Bank & Trust February 2013 - November 2013
HSBC June 2012 - December 2012
BNY Mellon December 2011 - June 2012
Deloitte May 2010 - December 2011
Appellate Division of the New York State Unified Court System June 2009 - May 2010
Boston Private Financial Holdings February 2009 - May 2009
Skills
Legal Compliance, Compliance, Due Diligence, Research, Banking, Legal Research, Corporate Governance, Suspicious Activity..., AML, KYC, Bank Secrecy Act, Financial Services, OFAC, Securities, Fraud, Internal Audit, Anti Money Laundering, Risk Management, Financial Risk
Education
NYU Law 2004 — 2007
J.D., U.S. Law
Boston University School of Law 2008 — 2009
LL.M., Banking and Finance Law; Compliance Programs Management
Flagler College 1998 — 2002
BA, Business Administration
Standard Chartered Bank March 2014 - Present
Company Confidential November 2013 - February 2014
Gibraltar Private Bank & Trust February 2013 - November 2013
HSBC June 2012 - December 2012
BNY Mellon December 2011 - June 2012
Deloitte May 2010 - December 2011
Appellate Division of the New York State Unified Court System June 2009 - May 2010
Boston Private Financial Holdings February 2009 - May 2009
Skills
Legal Compliance, Compliance, Due Diligence, Research, Banking, Legal Research, Corporate Governance, Suspicious Activity..., AML, KYC, Bank Secrecy Act, Financial Services, OFAC, Securities, Fraud, Internal Audit, Anti Money Laundering, Risk Management, Financial Risk
Education
NYU Law 2004 — 2007
J.D., U.S. Law
Boston University School of Law 2008 — 2009
LL.M., Banking and Finance Law; Compliance Programs Management
Flagler College 1998 — 2002
BA, Business Administration
Jennifer Engstler Jennifer Engstler's HSBC Experience 2013 - 2014
Job Legal Assistant at HSBC
Industry Financial Services
Experience
HSBC Securities March 2013 - Present
HSBC 2013 - 2014
Barclays Capital June 2010 - March 2013
Forest Laboratories March 2010 - April 2010
Temporary Alternatives(Temp Agency) July 2009 - January 2010
BNP Paribas Fortis 2009 - 2010
NorthStar Realty Finance Corp June 2006 - December 2008
UBS March 1999 - May 2006
UBS 1999 - 2006
Credit Lyonnais March 1995 - February 1999
Skills
Event Planning, Project Management, Business Development, Editing, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Investments, Bloomberg, Spanish, Outlook, Asset Managment, Marketing, Administrative..., Microsoft Word, Social Media, Office Management, Securities, Management, Leadership, Fundraising
Education
Bradford College 1988 — 1992
BA, Independent-Creative Arts, Spanish
Universidad de Sevilla 1990 — 1991
Spanish
HSBC Securities March 2013 - Present
HSBC 2013 - 2014
Barclays Capital June 2010 - March 2013
Forest Laboratories March 2010 - April 2010
Temporary Alternatives(Temp Agency) July 2009 - January 2010
BNP Paribas Fortis 2009 - 2010
NorthStar Realty Finance Corp June 2006 - December 2008
UBS March 1999 - May 2006
UBS 1999 - 2006
Credit Lyonnais March 1995 - February 1999
Skills
Event Planning, Project Management, Business Development, Editing, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Investments, Bloomberg, Spanish, Outlook, Asset Managment, Marketing, Administrative..., Microsoft Word, Social Media, Office Management, Securities, Management, Leadership, Fundraising
Education
Bradford College 1988 — 1992
BA, Independent-Creative Arts, Spanish
Universidad de Sevilla 1990 — 1991
Spanish
Amir Akhtar's HSBC Experience June 2005 - August 2005
Job Vice President at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB August 2010 - Present
Constellation Energy September 2006 - May 2009
HSBC June 2005 - August 2005
Skills
Project Finance, Renewable Energy, Derivatives, Fixed Income, Credit Risk, Financial Modeling, Corporate Finance, Structured Finance, Investments, Credit Analysis, Commodity, Due Diligence, Energy, Financial Structuring, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Management Science and Engineering
Brandeis University 2003 — 2006
BA, Mathematics, Economics(Hons)
Credit Agricole CIB August 2010 - Present
Constellation Energy September 2006 - May 2009
HSBC June 2005 - August 2005
Skills
Project Finance, Renewable Energy, Derivatives, Fixed Income, Credit Risk, Financial Modeling, Corporate Finance, Structured Finance, Investments, Credit Analysis, Commodity, Due Diligence, Energy, Financial Structuring, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Management Science and Engineering
Brandeis University 2003 — 2006
BA, Mathematics, Economics(Hons)
Brian Schwan, CAMS's HSBC Experience March 2011 - September 2013
Job Compliance Director, AML Analytics & Design (Coverage Strategy)
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
HSBC March 2011 - September 2013
HSBC June 2008 - November 2011
GE Money (WMC Mortgage Corp.) July 2005 - December 2007
GE Real Estate August 2002 - July 2005
GE Capital July 2001 - August 2003
Owens Corning 2000 - 2001
Skills
Six Sigma, Project Management, Cross-functional Team..., Management, AML, Process Improvement, Creative Problem Solving, Information Systems..., Enterprise Risk..., Leadership, Strategy, Risk Management, Analytics, Financial Analysis, Financial Risk
Education
Bowling Green State University 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
JPMorgan Chase September 2013 - Present
HSBC March 2011 - September 2013
HSBC June 2008 - November 2011
GE Money (WMC Mortgage Corp.) July 2005 - December 2007
GE Real Estate August 2002 - July 2005
GE Capital July 2001 - August 2003
Owens Corning 2000 - 2001
Skills
Six Sigma, Project Management, Cross-functional Team..., Management, AML, Process Improvement, Creative Problem Solving, Information Systems..., Enterprise Risk..., Leadership, Strategy, Risk Management, Analytics, Financial Analysis, Financial Risk
Education
Bowling Green State University 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems, General
Dave Jarvas Dave Jarvas's HSBC Experience July 2013 - Present
Job
Industry Financial Services
Experience
HSBC July 2013 - Present
Skills
Quality Center, ITIL, Process Improvement, Visio, Management, SharePoint, Risk Management, Business Process..., IT Service Management, Leadership, Program Management, Requirements Gathering, PMO, Cross-functional Team..., Project Management, Software Documentation, Business Analysis, SDLC
Education
Bradley University 1996 — 2001
BS
HSBC July 2013 - Present
Skills
Quality Center, ITIL, Process Improvement, Visio, Management, SharePoint, Risk Management, Business Process..., IT Service Management, Leadership, Program Management, Requirements Gathering, PMO, Cross-functional Team..., Project Management, Software Documentation, Business Analysis, SDLC
Education
Bradley University 1996 — 2001
BS
Bryan Jarrett Bryan Jarrett's HSBC Experience September 2005 - April 2009
Job Realtor at Keller Willaims Consultants Realty
Industry Real Estate
Experience
Keller Williams Realty, Inc. January 2015 - Present
Coldwell Banker King Thompson July 2009 - January 2015
HSBC September 2005 - April 2009
HSBC September 2004 - September 2005
United Collection Bureau 2000 - 2004
Skills
Selling, Management, Investment Properties, Leadership, Marketing, Customer Service, Real Estate, Mortgage Lending, First Time Home Buyers, Sellers, Credit, Banking, Buyer Representation, Buyers, CRM, Condos, Customer Satisfaction, Foreclosures, Insurance, Investments, Loans, Luxury, Marketing Strategy, New Homes, Public Speaking, REO, Real Property, Relocation, Residential Homes, Sales, Short Sales, Single Family Homes, Time Management
Education
Hondros College 2009 — 2009
Bachelor of Business Administration (B.B.A.), Real estate agent license
Bowling Green State University 1999 — 2000
Business
Keller Williams Realty, Inc. January 2015 - Present
Coldwell Banker King Thompson July 2009 - January 2015
HSBC September 2005 - April 2009
HSBC September 2004 - September 2005
United Collection Bureau 2000 - 2004
Skills
Selling, Management, Investment Properties, Leadership, Marketing, Customer Service, Real Estate, Mortgage Lending, First Time Home Buyers, Sellers, Credit, Banking, Buyer Representation, Buyers, CRM, Condos, Customer Satisfaction, Foreclosures, Insurance, Investments, Loans, Luxury, Marketing Strategy, New Homes, Public Speaking, REO, Real Property, Relocation, Residential Homes, Sales, Short Sales, Single Family Homes, Time Management
Education
Hondros College 2009 — 2009
Bachelor of Business Administration (B.B.A.), Real estate agent license
Bowling Green State University 1999 — 2000
Business
Matt Covello's HSBC Experience June 2013 - Present
Job Derivative Sales Associate at HSBC Bank USA
Industry Financial Services
Experience
HSBC June 2013 - Present
HSBC June 2011 - June 2013
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Accounting, Finance
HSBC June 2013 - Present
HSBC June 2011 - June 2013
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Accounting, Finance
Ossama Banaja Ossama Banaja's HSBC Experience November 2004 - March 2008
Job Associate at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group July 2010 - Present
Citi June 2009 - September 2009
HSBC November 2004 - March 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Business Law
Boston University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Partners Group July 2010 - Present
Citi June 2009 - September 2009
HSBC November 2004 - March 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Business Law
Boston University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Matthew Kurland, CPA, MBA Matthew Kurland, CPA, MBA's HSBC Experience February 2009 - July 2012
Job Finance Director, Walgreen Co.
Industry Retail
Experience
Walgreens Boots Alliance July 2012 - Present
HSBC February 2009 - July 2012
Orbitz February 2008 - November 2008
Hewitt Associates August 2004 - February 2008
Underwriters Laboratories February 2001 - August 2004
Walgreens March 1995 - February 2001
Skills
Forecasting, Monthly Close, Financial Analysis, Financial Reporting, Process Improvement, Strategic Financial..., Accounting, Essbase, Finance, Annual Planning, Budgets, Strategic Planning, Internal Controls
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA
Bradley University 1990 — 1994
BA
Walgreens Boots Alliance July 2012 - Present
HSBC February 2009 - July 2012
Orbitz February 2008 - November 2008
Hewitt Associates August 2004 - February 2008
Underwriters Laboratories February 2001 - August 2004
Walgreens March 1995 - February 2001
Skills
Forecasting, Monthly Close, Financial Analysis, Financial Reporting, Process Improvement, Strategic Financial..., Accounting, Essbase, Finance, Annual Planning, Budgets, Strategic Planning, Internal Controls
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA
Bradley University 1990 — 1994
BA
Anthony Busanic, J.D., LL.M., CAMS's HSBC Experience November 2014 - August 2015
Job VP, Financial Crime Compliance Assurance Manager
Industry Banking
Experience
Standard Chartered Bank August 2015 - Present
HSBC November 2014 - August 2015
HSBC June 2013 - August 2014
HSBC Securities January 2013 - June 2013
HSBC Securities August 2011 - January 2013
PricewaterhouseCoopers November 2008 - August 2011
Fidelity Investments June 2006 - November 2008
Morrison Mahoney, LLP November 2005 - April 2006
Law Practice May 2003 - November 2005
Skills
Compliance, AML, Securities, Litigation, Risk, Internet Research, Legal Research, Research, Investigations, Due Diligence, Operational Due..., KYC, Money Laundering, Fraud, Fraud Investigations, Banking Law, Analysis, OFAC, Policy, Private Investigations, Financial Risk, Online Research, Financial Services, Banking, Sanction, Internal Audit
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
New England Law Boston 1999 — 2002
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Criminal Justice
Bergen Catholic High School 1990 — 1994
High School degree, College Prep
Standard Chartered Bank August 2015 - Present
HSBC November 2014 - August 2015
HSBC June 2013 - August 2014
HSBC Securities January 2013 - June 2013
HSBC Securities August 2011 - January 2013
PricewaterhouseCoopers November 2008 - August 2011
Fidelity Investments June 2006 - November 2008
Morrison Mahoney, LLP November 2005 - April 2006
Law Practice May 2003 - November 2005
Skills
Compliance, AML, Securities, Litigation, Risk, Internet Research, Legal Research, Research, Investigations, Due Diligence, Operational Due..., KYC, Money Laundering, Fraud, Fraud Investigations, Banking Law, Analysis, OFAC, Policy, Private Investigations, Financial Risk, Online Research, Financial Services, Banking, Sanction, Internal Audit
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
New England Law Boston 1999 — 2002
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Criminal Justice
Bergen Catholic High School 1990 — 1994
High School degree, College Prep
Amy Mauer's HSBC Experience July 2014 - Present
Job Head of Commercial Banking Product & Portfolio Management North America at HSBC
Industry Financial Services
Experience
HSBC July 2014 - Present
HSBC February 2011 - Present
UM Communications, Inc. February 2006 - February 2011
MBIA August 1994 - September 2005
Credit Lyonnais 1989 - 1993
Skills
Due Diligence, Structured Finance, Credit, Structured Products, Portfolio Management, Financial Risk, Negotiation, Finance, Banking, Financial Structuring, Securitization, Restructuring, Business Planning, Bonds, Risk Management, Credit Risk
Education
Brandeis University 1979 — 1983
HSBC July 2014 - Present
HSBC February 2011 - Present
UM Communications, Inc. February 2006 - February 2011
MBIA August 1994 - September 2005
Credit Lyonnais 1989 - 1993
Skills
Due Diligence, Structured Finance, Credit, Structured Products, Portfolio Management, Financial Risk, Negotiation, Finance, Banking, Financial Structuring, Securitization, Restructuring, Business Planning, Bonds, Risk Management, Credit Risk
Education
Brandeis University 1979 — 1983
Alan Deleon's HSBC Experience January 2010 - May 2012
Job Manager
Industry Information Technology and Services
Experience
Capital One May 2012 - December 2014
HSBC January 2010 - May 2012
HSBC Consumer Mortgage Lending December 2007 - December 2010
HSBC Card Services 2005 - 2007
HSBC Card Services 2003 - 2004
HSBC 2000 - 2002
HSBC 1998 - 2000
Skills
Process Improvement, Business Analysis, Risk Management, Leadership, Project Management, Vendor Management, Banking, Credit, Financial Services, Portfolio Management, Business Process..., Program Management, Credit Risk
Education
Bradley University 1986 — 1990
Bachelor's Degree, Finance, General
Capital One May 2012 - December 2014
HSBC January 2010 - May 2012
HSBC Consumer Mortgage Lending December 2007 - December 2010
HSBC Card Services 2005 - 2007
HSBC Card Services 2003 - 2004
HSBC 2000 - 2002
HSBC 1998 - 2000
Skills
Process Improvement, Business Analysis, Risk Management, Leadership, Project Management, Vendor Management, Banking, Credit, Financial Services, Portfolio Management, Business Process..., Program Management, Credit Risk
Education
Bradley University 1986 — 1990
Bachelor's Degree, Finance, General
Fortunato Pizzimenti's HSBC Experience May 2013 - April 2015
Job Director of Finance at American Express Global Business Travel
Industry Financial Services
Experience
American Express Global Business Travel April 2015 - Present
HSBC May 2013 - April 2015
American Express June 2011 - May 2013
American Express May 2008 - June 2011
Deloitte February 2005 - May 2008
Liz Claiborne July 2004 - February 2005
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Forecasting, Strategic Financial..., Business Planning, Corporate Finance, Managerial Finance, Essbase, Finance, Presentations, Variance Analysis, Management, Team Leadership, Analytics, Business Analysis, Financial Services, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration, Finance and Global Business
Boston University - School of Management 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
American Express Global Business Travel April 2015 - Present
HSBC May 2013 - April 2015
American Express June 2011 - May 2013
American Express May 2008 - June 2011
Deloitte February 2005 - May 2008
Liz Claiborne July 2004 - February 2005
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Forecasting, Strategic Financial..., Business Planning, Corporate Finance, Managerial Finance, Essbase, Finance, Presentations, Variance Analysis, Management, Team Leadership, Analytics, Business Analysis, Financial Services, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration, Finance and Global Business
Boston University - School of Management 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Deborah Heyman's HSBC Experience 2002 - 2006
Job Financial Planning & Analysis Manager
Industry Logistics and Supply Chain
Experience
Industrial Cohesion Systems 2013 - 2014
Peregrine Semiconductor Systems 2007 - 2012
AT&T Wireless 2006 - 2007
HSBC 2002 - 2006
Disneyland Resort 1999 - 2000
Conexant 1997 - 1999
Bank of America 1996 - 1997
Cushman & Wakefield 1990 - 1994
Skills
Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Finance, Accounting, Internal Controls, Business Analysis, Analysis, Cross-functional Team..., Budgets, Variance Analysis, Due Diligence, Auditing, Business Strategy, Risk Management, Access, Data Analysis, Business Process..., Project Management, Capital Budgeting, Leadership, Strategic Financial..., Corporate Finance, Management, Strategic Planning, Hyperion, Strategy, Consolidation, Cash Flow, Financial Accounting, Budgeting, Financial Planning
Education
Boston University Questrom School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Corporate Finance
Hood College 1986 — 1990
Bachelor’s Degree, Economics/Business Management
Industrial Cohesion Systems 2013 - 2014
Peregrine Semiconductor Systems 2007 - 2012
AT&T Wireless 2006 - 2007
HSBC 2002 - 2006
Disneyland Resort 1999 - 2000
Conexant 1997 - 1999
Bank of America 1996 - 1997
Cushman & Wakefield 1990 - 1994
Skills
Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Finance, Accounting, Internal Controls, Business Analysis, Analysis, Cross-functional Team..., Budgets, Variance Analysis, Due Diligence, Auditing, Business Strategy, Risk Management, Access, Data Analysis, Business Process..., Project Management, Capital Budgeting, Leadership, Strategic Financial..., Corporate Finance, Management, Strategic Planning, Hyperion, Strategy, Consolidation, Cash Flow, Financial Accounting, Budgeting, Financial Planning
Education
Boston University Questrom School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Corporate Finance
Hood College 1986 — 1990
Bachelor’s Degree, Economics/Business Management
Brian Blackerby's HSBC Experience June 2011 - Present
Job Chief of Staff Business Management at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank January 2015 - Present
HSBC June 2011 - Present
HSBC Private Bank November 2012 - January 2015
Institute of International Finance December 2010 - July 2011
Meltwater Group March 2010 - August 2010
Providence Bay Fish Company April 2004 - July 2006
Grupo Ixchel February 2003 - June 2003
Skills
Strategy, Management, Entrepreneurship, Business Planning, Analysis, Financial Modeling, Project Planning, Account Management, Budgets, Sales, Spanish, Operations Management, International..., Business Strategy, Nonprofits
Education
Boston University Questrom School of Business 2007 — 2009
MBA, International Management, Finance
University of Richmond 1998 — 2002
BA, International Economics, Spanish
University of Valencia 2000 — 2000
Spanish
HSBC Private Bank January 2015 - Present
HSBC June 2011 - Present
HSBC Private Bank November 2012 - January 2015
Institute of International Finance December 2010 - July 2011
Meltwater Group March 2010 - August 2010
Providence Bay Fish Company April 2004 - July 2006
Grupo Ixchel February 2003 - June 2003
Skills
Strategy, Management, Entrepreneurship, Business Planning, Analysis, Financial Modeling, Project Planning, Account Management, Budgets, Sales, Spanish, Operations Management, International..., Business Strategy, Nonprofits
Education
Boston University Questrom School of Business 2007 — 2009
MBA, International Management, Finance
University of Richmond 1998 — 2002
BA, International Economics, Spanish
University of Valencia 2000 — 2000
Spanish
Christopher Deal's HSBC Experience February 2014 - Present
Job Manager of Financial Planning & Analysis at HSBC North America
Industry Financial Services
Experience
HSBC February 2014 - Present
HSBC North America - Management Information, Planning & Analysis August 2011 - April 2014
HSBC North America - Management Information, Planning & Analysis September 2009 - August 2011
Group 1 Automotive June 2008 - August 2008
Department of Veterans Affairs July 2007 - January 2008
Master Chong's World Class Tae Kwon Do June 2002 - December 2005
Skills
MS Office Suite, Essbase, Cognos, TM1, Hyperion Enterprise, Hyperion SmartView, Reporting & Analysis, Financial Analysis, Financial Modeling, Offshore Collaboration, Process Development, Process Improvement, Delegation, Troubleshooting, Training & Development, Good Governance, Business Continuity..., Process Alignment, Excel, Finance, Banking, Microsoft Office, Business Analysis, Accounting, Microsoft Excel, Corporate Finance
Education
Boston University - School of Management 2006 — 2009
Bachelors of Science, Mangement with a Concentration in Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2004 — 2006
BS Management, Business Administration
HSBC February 2014 - Present
HSBC North America - Management Information, Planning & Analysis August 2011 - April 2014
HSBC North America - Management Information, Planning & Analysis September 2009 - August 2011
Group 1 Automotive June 2008 - August 2008
Department of Veterans Affairs July 2007 - January 2008
Master Chong's World Class Tae Kwon Do June 2002 - December 2005
Skills
MS Office Suite, Essbase, Cognos, TM1, Hyperion Enterprise, Hyperion SmartView, Reporting & Analysis, Financial Analysis, Financial Modeling, Offshore Collaboration, Process Development, Process Improvement, Delegation, Troubleshooting, Training & Development, Good Governance, Business Continuity..., Process Alignment, Excel, Finance, Banking, Microsoft Office, Business Analysis, Accounting, Microsoft Excel, Corporate Finance
Education
Boston University - School of Management 2006 — 2009
Bachelors of Science, Mangement with a Concentration in Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2004 — 2006
BS Management, Business Administration
Helen Wilson's HSBC Experience October 2008 - June 2009
Job VP, Talent Management at CoreLogic
Industry Pharmaceuticals
Experience
CoreLogic November 2013 - Present
CoreLogic July 2013 - October 2013
CoreLogic September 2012 - July 2013
Express Scripts (Formerly Medco Health Solutions) April 2010 - June 2012
Medco Health Solutions June 2009 - April 2010
HSBC October 2008 - June 2009
HSBC May 2005 - October 2008
Citi October 2003 - May 2005
Citigroup May 2001 - October 2003
Citi February 1998 - May 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Applicant Tracking..., Organizational Design, HR Policies, Policy, Onboarding, Compensation, Talent Development, Succession Planning, Workforce Planning, Employee Engagement, Performance Management, HR Strategy, Organizational..., Human Resources, Leadership Development, Change Management, Organizational..., Recruiting, College Recruiting, New Hire Orientations, Sourcing, Technical Recruiting, Training Delivery, Coaching, Performance Appraisal, Process Improvement, Performance Improvement, Employee Training, Training, Career Development, Workshop Facilitation, Internal Communications, Culture Change, Employee Recognition, Vendor Management, Management, Program Management, Personnel Management, Strategic Planning, Employee Benefits, Deferred Compensation, Leadership, Labor Relations, HRIS, Strategy, Temporary Placement, Team Building
Education
Bradley University 1988 — 1992
BS, Business Mgmt & Administration
Mundelein High School
CoreLogic November 2013 - Present
CoreLogic July 2013 - October 2013
CoreLogic September 2012 - July 2013
Express Scripts (Formerly Medco Health Solutions) April 2010 - June 2012
Medco Health Solutions June 2009 - April 2010
HSBC October 2008 - June 2009
HSBC May 2005 - October 2008
Citi October 2003 - May 2005
Citigroup May 2001 - October 2003
Citi February 1998 - May 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Applicant Tracking..., Organizational Design, HR Policies, Policy, Onboarding, Compensation, Talent Development, Succession Planning, Workforce Planning, Employee Engagement, Performance Management, HR Strategy, Organizational..., Human Resources, Leadership Development, Change Management, Organizational..., Recruiting, College Recruiting, New Hire Orientations, Sourcing, Technical Recruiting, Training Delivery, Coaching, Performance Appraisal, Process Improvement, Performance Improvement, Employee Training, Training, Career Development, Workshop Facilitation, Internal Communications, Culture Change, Employee Recognition, Vendor Management, Management, Program Management, Personnel Management, Strategic Planning, Employee Benefits, Deferred Compensation, Leadership, Labor Relations, HRIS, Strategy, Temporary Placement, Team Building
Education
Bradley University 1988 — 1992
BS, Business Mgmt & Administration
Mundelein High School
Michael Bair's HSBC Experience March 2009 - September 2010
Job Fiduciary Risk at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2010 - Present
HSBC March 2009 - September 2010
HSBC January 2004 - February 2009
Skills
Enterprise Risk..., Corporate Governance, Regulatory Affairs, Executive Reporting, Compliance
Education
Bradley University 1999 — 2003
B.S., Business Computing Systems
Naperville Central High School 1995 — 1999
Northern Trust September 2010 - Present
HSBC March 2009 - September 2010
HSBC January 2004 - February 2009
Skills
Enterprise Risk..., Corporate Governance, Regulatory Affairs, Executive Reporting, Compliance
Education
Bradley University 1999 — 2003
B.S., Business Computing Systems
Naperville Central High School 1995 — 1999
Matthew Siglag, PMP's HSBC Experience July 2011 - December 2012
Job Senior Project Manager, HSBC Securities Services IT at HSBC Securities
Industry Financial Services
Experience
HSBC Securities December 2012 - Present
HSBC July 2011 - December 2012
HSBC Securities, Inc. August 2005 - July 2011
Bowne July 2002 - August 2005
Arthur Andersen May 2000 - March 2002
Thomson Financial 1998 - 2000
Lewtan 1994 - 1996
Skills
Back Office, Asset Management, Banking, Business Analysis, Business Process..., Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Management, PMO, Portfolio Management, Project Management, SDLC, Securities
Education
Boston University Questrom School of Business 1992 — 1994
MBA
University at Albany, SUNY 1986 — 1990
BS, Finance/Marketing
HSBC Securities December 2012 - Present
HSBC July 2011 - December 2012
HSBC Securities, Inc. August 2005 - July 2011
Bowne July 2002 - August 2005
Arthur Andersen May 2000 - March 2002
Thomson Financial 1998 - 2000
Lewtan 1994 - 1996
Skills
Back Office, Asset Management, Banking, Business Analysis, Business Process..., Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Management, PMO, Portfolio Management, Project Management, SDLC, Securities
Education
Boston University Questrom School of Business 1992 — 1994
MBA
University at Albany, SUNY 1986 — 1990
BS, Finance/Marketing
Ece Marcelli's HSBC Experience May 2005 - August 2005
Job Home Textiles Department at EDPA
Industry Venture Capital & Private Equity
Experience
EDPA February 2012 - Present
Robert College May 2009 - April 2012
Paramount BioSciences January 2007 - May 2009
HSBC May 2005 - August 2005
Skills
Fundraising, Private Equity, Project Management, Investments, Venture Capital, Start-ups, Mergers & Acquisitions, Investment Banking, Business Strategy, Corporate Development, Entrepreneurship, Finance
Education
Columbia University in the City of New York 2004 — 2006
Architecture
Brandeis University 2002 — 2006
Mathematics, French
Robert College 1995 — 2002
highschool
EDPA February 2012 - Present
Robert College May 2009 - April 2012
Paramount BioSciences January 2007 - May 2009
HSBC May 2005 - August 2005
Skills
Fundraising, Private Equity, Project Management, Investments, Venture Capital, Start-ups, Mergers & Acquisitions, Investment Banking, Business Strategy, Corporate Development, Entrepreneurship, Finance
Education
Columbia University in the City of New York 2004 — 2006
Architecture
Brandeis University 2002 — 2006
Mathematics, French
Robert College 1995 — 2002
highschool
Michelle Riverdahl's HSBC Experience September 2012 - January 2014
Job Senior Manager with considerable consulting and banking experience
Industry Banking
Experience
Accenture April 2014 - Present
HSBC September 2012 - January 2014
HSBC January 2008 - September 2012
HSBC January 2006 - December 2007
HSBC March 2005 - January 2006
Accenture July 1998 - March 2005
Skills
Achievement focused, Highly motivated..., Consummate team player, Excellent issue..., Advanced..., Committed to an..., Management Consulting, Testing, Analysis, Business Strategy, User Acceptance Testing, Strategic Planning, Banking, Team Building, Release Management, Business Process Design, Finance, Offshoring, PMO, Test Management, Business Analysis, Vendor Management, IT Strategy, Software Project..., Requirements Gathering, Consulting, Requirements Analysis, Business Requirements, Risk Management, Project Delivery, Management, Change Management, Process Improvement, Integration, SDLC, Strategy, Project Management, Leadership, Program Management, Enterprise Software
Education
Bradley University 1995 — 1998
Bachelors Degree, International Business
Rock Valley College 1992 — 1995
Associate in Applied Science, Management
Accenture April 2014 - Present
HSBC September 2012 - January 2014
HSBC January 2008 - September 2012
HSBC January 2006 - December 2007
HSBC March 2005 - January 2006
Accenture July 1998 - March 2005
Skills
Achievement focused, Highly motivated..., Consummate team player, Excellent issue..., Advanced..., Committed to an..., Management Consulting, Testing, Analysis, Business Strategy, User Acceptance Testing, Strategic Planning, Banking, Team Building, Release Management, Business Process Design, Finance, Offshoring, PMO, Test Management, Business Analysis, Vendor Management, IT Strategy, Software Project..., Requirements Gathering, Consulting, Requirements Analysis, Business Requirements, Risk Management, Project Delivery, Management, Change Management, Process Improvement, Integration, SDLC, Strategy, Project Management, Leadership, Program Management, Enterprise Software
Education
Bradley University 1995 — 1998
Bachelors Degree, International Business
Rock Valley College 1992 — 1995
Associate in Applied Science, Management
Scott Charles Arnson's HSBC Experience 1988 - 1989
Job President at AmericasBestBus
Industry Transportation/Trucking/Railroad
Experience
Americas-Best-Bus January 2010 - Present
Self-Employed January 2009 - Present
Charles, Prophet & Hamilton July 1995 - September 2001
First National Bank of Boston 1989 - 1991
Marine Middland Bank 1988 - 1989
HSBC 1988 - 1989
Skills
Strategic Planning, Public Speaking, Marketing, New Business Development, Marketing Strategy, Business Strategy, Social Media, Contract Negotiation, Social Media Marketing, Microsoft Office, Negotiation, Project Management, SEO, Small Business, Online Marketing
Education
Boston University School of Law 1984 — 1988
JD
University of Michigan 1980 — 1984
BA
Beachwood High School 1976 — 1980
Miliken Elementary 1971 — 1973
Americas-Best-Bus January 2010 - Present
Self-Employed January 2009 - Present
Charles, Prophet & Hamilton July 1995 - September 2001
First National Bank of Boston 1989 - 1991
Marine Middland Bank 1988 - 1989
HSBC 1988 - 1989
Skills
Strategic Planning, Public Speaking, Marketing, New Business Development, Marketing Strategy, Business Strategy, Social Media, Contract Negotiation, Social Media Marketing, Microsoft Office, Negotiation, Project Management, SEO, Small Business, Online Marketing
Education
Boston University School of Law 1984 — 1988
JD
University of Michigan 1980 — 1984
BA
Beachwood High School 1976 — 1980
Miliken Elementary 1971 — 1973
Cynthia Chua's HSBC Experience 2001 - 2003
Job Social Impact Advisor
Industry Program Development
Experience
Avantage Ventures January 2011 - July 2012
WWF-Hong Kong November 2009 - January 2011
Bagtalk Limited January 2003 - September 2006
HSBC 2001 - 2003
HSBC Trustee 1997 - 2000
Allen & Gledhill 1995 - 1996
Skills
Social Entrepreneurship, Corporate Social..., Venture Capital, Research, Private Equity, Public Policy, International..., Sustainable Development, Investments, Policy Analysis, Non-profits, Sustainability, Economics, Emerging Markets, Social Enterprise, Due Diligence, International Relations, Fundraising, Entrepreneurship, Microfinance
Education
Lee Kuan Yew School of Public Policy 2009 — 2010
Master of Public Policy, Public Policy Analysis
Institut d'Etudes politiques de Paris 2008 — 2010
Master of Public Affairs, Public
BPP Law School 1994 — 1995
University of Reading 1991 — 1994
LLB (Hons), Law
Avantage Ventures January 2011 - July 2012
WWF-Hong Kong November 2009 - January 2011
Bagtalk Limited January 2003 - September 2006
HSBC 2001 - 2003
HSBC Trustee 1997 - 2000
Allen & Gledhill 1995 - 1996
Skills
Social Entrepreneurship, Corporate Social..., Venture Capital, Research, Private Equity, Public Policy, International..., Sustainable Development, Investments, Policy Analysis, Non-profits, Sustainability, Economics, Emerging Markets, Social Enterprise, Due Diligence, International Relations, Fundraising, Entrepreneurship, Microfinance
Education
Lee Kuan Yew School of Public Policy 2009 — 2010
Master of Public Policy, Public Policy Analysis
Institut d'Etudes politiques de Paris 2008 — 2010
Master of Public Affairs, Public
BPP Law School 1994 — 1995
University of Reading 1991 — 1994
LLB (Hons), Law
Howard Tyska's HSBC Experience May 1986 - April 2011
Job Semi Retirred
Industry Information Technology and Services
Experience
Nemisis Racing April 2011 - Present
HSBC May 1986 - April 2011
Education
Roosevelt University 1976 — 1991
MBA, Management
Bradley University 1971 — 1975
Nemisis Racing April 2011 - Present
HSBC May 1986 - April 2011
Education
Roosevelt University 1976 — 1991
MBA, Management
Bradley University 1971 — 1975
Terry Rodrick's HSBC Experience August 2005 - May 2012
Job Vice President. Cards and Payments at First Tech Federal Credit Union
Industry Financial Services
Experience
First Tech Federal Credit Union November 2014 - Present
Capital One May 2012 - May 2014
HSBC August 2005 - May 2012
HSBC March 2003 - July 2005
Household International October 2000 - March 2003
Household Retail Services May 1998 - May 2001
Household Auto Finance Company March 1995 - March 1998
US Army July 1987 - January 1994
Skills
Cross-functional Team..., Credit Cards, Leadership, Risk Management, Call Centers, CRM, Strategy, Management, Change Management, Business Development, Customer Experience, Strategic Planning, Process Improvement, Business Strategy, Performance Management, Credit, Project Management, Integration, Portfolio Management, Start-ups, Customer Service, Consulting, Business Process..., Team Building, Team Leadership, Budgets, Six Sigma, Client Relations Skills, Customer Experience..., Electronic Payment..., Program Management, Account Management, Strategic Partnerships, Partner Management, P&L Management, Operations Management, Financial Services, Banking
Education
Capella University 2014 — 2015
Master of Business Administration (M.B.A.)
Bradley University 1983 — 1987
Bachelor of Science (BS)
First Tech Federal Credit Union November 2014 - Present
Capital One May 2012 - May 2014
HSBC August 2005 - May 2012
HSBC March 2003 - July 2005
Household International October 2000 - March 2003
Household Retail Services May 1998 - May 2001
Household Auto Finance Company March 1995 - March 1998
US Army July 1987 - January 1994
Skills
Cross-functional Team..., Credit Cards, Leadership, Risk Management, Call Centers, CRM, Strategy, Management, Change Management, Business Development, Customer Experience, Strategic Planning, Process Improvement, Business Strategy, Performance Management, Credit, Project Management, Integration, Portfolio Management, Start-ups, Customer Service, Consulting, Business Process..., Team Building, Team Leadership, Budgets, Six Sigma, Client Relations Skills, Customer Experience..., Electronic Payment..., Program Management, Account Management, Strategic Partnerships, Partner Management, P&L Management, Operations Management, Financial Services, Banking
Education
Capella University 2014 — 2015
Master of Business Administration (M.B.A.)
Bradley University 1983 — 1987
Bachelor of Science (BS)
Justin Burke's HSBC Experience December 2001 - 2009
Job Senior IT Project Manager at ICW Group
Industry Insurance
Experience
ICW Group June 2014 - Present
HD Supply April 2012 - Present
HD Supply July 2009 - April 2012
HSBC December 2001 - 2009
Internet Strategy May 2000 - September 2001
Vopak January 1998 - April 2000
Skills
PMO, Program Management, Project Management, Business Process, Process Improvement, Vendor Management, SDLC, Business Analysis, PMP, Business Process..., Cross-functional Team..., Change Management, Integration, Software Project..., Business Intelligence, ASAP, Agile & Waterfall..., SAP, Oracle, ERP Implementations, Team Building, Strategic Leadership, PMBOK, Risk Management, Project Portfolio..., Visio, Team Leadership
Education
Boston University - School of Management 2005 — 2008
Masters, Business & Project Management
Washington State University - College of Business and Economics 1992 — 1997
Business, Management Information Systems
Washington State University 1992 — 1997
BS, Psychology
ICW Group June 2014 - Present
HD Supply April 2012 - Present
HD Supply July 2009 - April 2012
HSBC December 2001 - 2009
Internet Strategy May 2000 - September 2001
Vopak January 1998 - April 2000
Skills
PMO, Program Management, Project Management, Business Process, Process Improvement, Vendor Management, SDLC, Business Analysis, PMP, Business Process..., Cross-functional Team..., Change Management, Integration, Software Project..., Business Intelligence, ASAP, Agile & Waterfall..., SAP, Oracle, ERP Implementations, Team Building, Strategic Leadership, PMBOK, Risk Management, Project Portfolio..., Visio, Team Leadership
Education
Boston University - School of Management 2005 — 2008
Masters, Business & Project Management
Washington State University - College of Business and Economics 1992 — 1997
Business, Management Information Systems
Washington State University 1992 — 1997
BS, Psychology
Jerry Botkin's HSBC Experience June 2000 - Present
Job Contact Center Consultant at HSBC
Industry Telecommunications
Experience
HSBC June 2000 - Present
Allstate 1998 - 2000
Huntington National Bank 1995 - 1998
Camelot Music 1990 - 1994
Skills
Cisco ICM, Workforce Management, Avaya PBX, Six Sigma, Call Routing, Operating Budgets
Education
Rasmussen College 2013 — 2014
Bachelor’s Degree, Business Administration, Management and Operations
Bradford School 1990 — 1991
Associate’s Degree, Retail Management
HSBC June 2000 - Present
Allstate 1998 - 2000
Huntington National Bank 1995 - 1998
Camelot Music 1990 - 1994
Skills
Cisco ICM, Workforce Management, Avaya PBX, Six Sigma, Call Routing, Operating Budgets
Education
Rasmussen College 2013 — 2014
Bachelor’s Degree, Business Administration, Management and Operations
Bradford School 1990 — 1991
Associate’s Degree, Retail Management
Nicholas Mantas's HSBC Experience July 2013 - Present
Job Consultant at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
Self Employed October 2006 - June 2013
Motus Financial 2007 - 2007
E*TRADE Financial May 2003 - September 2006
Speer and Associates 2000 - 2002
Partners First 1998 - 2000
Partners First Holdings 1998 - 2000
Household International 1988 - 1998
Household International 1988 - 1998
The Associates 1984 - 1988
Skills
Credit Risk, Credit Cards, Credit, Risk Management, Financial Analysis, Compliance, Consumer Lending, Retail Banking, Banking, Financial Risk, Portfolio Management, Commercial Lending, Loans, AML, Underwriting, Commercial Banking, Due Diligence, Corporate Finance, Executive Management, Cash Management, Capital Markets, Investments, Securities, Credit Analysis, Budgets, Process Improvement, Investment Banking, Financial Services, Mortgage Lending, Auditing, Wealth Management, Financial Modeling, Mutual Funds, Analysis, Financial Institutions, Strategic Financial..., Operational Risk, Asset Management, Equities, Derivatives, Management, Payments, Fraud, Financial Markets, Relationship Management, Finance, Treasury Management, Enterprise Risk..., Trading, Fixed Income
Education
Boston University 2013 — 2013
Certificate, Financial Planning
Dallas Baptist University 1982 — 1984
MBA, Corporate Finance
University of Geneva 1979 — 1982
JD, Maritime Law
Ethnikon kai Kapodistriakon Panepistimion Athinon 1975 — 1979
BS, Economics
HSBC July 2013 - Present
Self Employed October 2006 - June 2013
Motus Financial 2007 - 2007
E*TRADE Financial May 2003 - September 2006
Speer and Associates 2000 - 2002
Partners First 1998 - 2000
Partners First Holdings 1998 - 2000
Household International 1988 - 1998
Household International 1988 - 1998
The Associates 1984 - 1988
Skills
Credit Risk, Credit Cards, Credit, Risk Management, Financial Analysis, Compliance, Consumer Lending, Retail Banking, Banking, Financial Risk, Portfolio Management, Commercial Lending, Loans, AML, Underwriting, Commercial Banking, Due Diligence, Corporate Finance, Executive Management, Cash Management, Capital Markets, Investments, Securities, Credit Analysis, Budgets, Process Improvement, Investment Banking, Financial Services, Mortgage Lending, Auditing, Wealth Management, Financial Modeling, Mutual Funds, Analysis, Financial Institutions, Strategic Financial..., Operational Risk, Asset Management, Equities, Derivatives, Management, Payments, Fraud, Financial Markets, Relationship Management, Finance, Treasury Management, Enterprise Risk..., Trading, Fixed Income
Education
Boston University 2013 — 2013
Certificate, Financial Planning
Dallas Baptist University 1982 — 1984
MBA, Corporate Finance
University of Geneva 1979 — 1982
JD, Maritime Law
Ethnikon kai Kapodistriakon Panepistimion Athinon 1975 — 1979
BS, Economics
Ryan Lacjak's HSBC Experience 2006 - 2007
Job Manager Database Administration at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable February 2014 - Present
Time Warner Cable August 2012 - February 2014
Time Warner Cable September 2009 - August 2012
Time Warner Cable 2008 - 2009
HSBC 2006 - 2007
Cole National Company 1999 - 2004
HomePlace of America 1998 - 1999
Skills
Netezza, Data Warehousing, Informatica, ETL, Data Modeling, Teradata
Education
Bowling Green State University
BSBA, Finance, IT
Time Warner Cable February 2014 - Present
Time Warner Cable August 2012 - February 2014
Time Warner Cable September 2009 - August 2012
Time Warner Cable 2008 - 2009
HSBC 2006 - 2007
Cole National Company 1999 - 2004
HomePlace of America 1998 - 1999
Skills
Netezza, Data Warehousing, Informatica, ETL, Data Modeling, Teradata
Education
Bowling Green State University
BSBA, Finance, IT
Kim Serra's HSBC Experience September 2000 - December 2008
Job Senior Graphic Designer at Serta
Industry Graphic Design
Experience
Serta January 2010 - Present
HSBC September 2000 - December 2008
Rand McNally June 1998 - September 2000
Skills
Newsletters, Brand Management, Catalogs, Graphics, Direct Mail, Retail, Trade Shows, Flyers, Collateral, Graphic Design, Marketing Communications
Education
Bradley University 1992 — 1996
BS, Major: Graphic Design, Minor: Art History
Serta January 2010 - Present
HSBC September 2000 - December 2008
Rand McNally June 1998 - September 2000
Skills
Newsletters, Brand Management, Catalogs, Graphics, Direct Mail, Retail, Trade Shows, Flyers, Collateral, Graphic Design, Marketing Communications
Education
Bradley University 1992 — 1996
BS, Major: Graphic Design, Minor: Art History
David Bouc's HSBC Experience 1986 - 2009
Job SVP and General Counsel at Luther Burbank Corporation
Industry Financial Services
Experience
Luther Burbank Corporation 2012 - Present
West Coast Bancorp 2010 - 2012
HSBC 1986 - 2009
Skills
Financial Services, Banking, Credit, Risk Management, Due Diligence, Leadership, Financial Risk, Corporate Law, Finance, Litigation, Enterprise Risk..., Corporate Governance, Commercial Litigation, Management, Loans, Mergers & Acquisitions, Fraud, AML, Business Strategy
Education
Boston University School of Law 1985 — 1986
LLM, Banking, Corporate, Finance, and Securities Law
Luther Burbank Corporation 2012 - Present
West Coast Bancorp 2010 - 2012
HSBC 1986 - 2009
Skills
Financial Services, Banking, Credit, Risk Management, Due Diligence, Leadership, Financial Risk, Corporate Law, Finance, Litigation, Enterprise Risk..., Corporate Governance, Commercial Litigation, Management, Loans, Mergers & Acquisitions, Fraud, AML, Business Strategy
Education
Boston University School of Law 1985 — 1986
LLM, Banking, Corporate, Finance, and Securities Law
Nicholas F. Renna's HSBC Experience December 2013 - Present
Job Senior Corporate Banking Manager at HSBC
Industry Banking
Experience
HSBC December 2013 - Present
HSBC December 2013 - Present
Citibank February 2007 - December 2013
Skills
Securities Licenses 7,..., Banking, Business Planning, Commercial Banking, Commercial Lending, Credit, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Export Finance, Financial Analysis, Financial Services, Investments, Letters of Credit, Loans, New Business Development, Portfolio Management, Relationship Management, Risk Management, Small Business Lending, Strategic Planning, Team Leadership, Trade Finance, Underwriting
Education
Thunderbird School of Global Management 1972 — 1972
Master of Business Administration (MBA), International Business
Boston University 1966 — 1970
Bachelor of Business Administration (BBA)
HSBC December 2013 - Present
HSBC December 2013 - Present
Citibank February 2007 - December 2013
Skills
Securities Licenses 7,..., Banking, Business Planning, Commercial Banking, Commercial Lending, Credit, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Export Finance, Financial Analysis, Financial Services, Investments, Letters of Credit, Loans, New Business Development, Portfolio Management, Relationship Management, Risk Management, Small Business Lending, Strategic Planning, Team Leadership, Trade Finance, Underwriting
Education
Thunderbird School of Global Management 1972 — 1972
Master of Business Administration (MBA), International Business
Boston University 1966 — 1970
Bachelor of Business Administration (BBA)
John Fultz's HSBC Experience April 2009 - Present
Job Information Security Consultant at HSBC
Industry Banking
Experience
HSBC April 2009 - Present
HSBC November 2005 - April 2009
Citigroup January 1994 - November 2006
Education
Bradley University 1983 — 1985
Psychology
HSBC April 2009 - Present
HSBC November 2005 - April 2009
Citigroup January 1994 - November 2006
Education
Bradley University 1983 — 1985
Psychology
Cheryl Buno's HSBC Experience April 2012 - September 2013
Job SPOC Case Manager at PHH Mortgage
Industry Consumer Services
Experience
HSBC April 2012 - September 2013
Bank of America March 2011 - March 2012
Fisher-Price October 2010 - January 2011
Humana Insurance April 2005 - December 2007
Cintech LLC June 1989 - May 2004
Education
Houghton College 2010 — 2011
BS, Management
Bowling Green State University 1975 — 1977
BA, Popular Culture
State University of New York College at Fredonia 1973 — 1975
HSBC April 2012 - September 2013
Bank of America March 2011 - March 2012
Fisher-Price October 2010 - January 2011
Humana Insurance April 2005 - December 2007
Cintech LLC June 1989 - May 2004
Education
Houghton College 2010 — 2011
BS, Management
Bowling Green State University 1975 — 1977
BA, Popular Culture
State University of New York College at Fredonia 1973 — 1975
Ella Marie Owens | MLO 89597's HSBC Experience June 2004 - April 2009
Job Loan Officer at CMG Financial | NMLS 1820 | Equal Housing Lender | (360)6492477
Industry Financial Services
Experience
Guild Mortgage Company NMLS 3274 CL-3274 February 2013 - February 2014
Alpine Mortgage Planning, Division of Pinnacle Capital Mortgage Corporation NMLS 81395 CL-81395 October 2011 - February 2013
HSBC June 2004 - April 2009
HSBC August 1998 - May 2004
Skills
Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Refinance, Sales Management, Relationship Management, Customer Service, FHA financing, Negotiation, Sales, Credit Analysis, USDA, Commercial Lending, VA loans, Finance, Consumer Lending
Education
City University of Seattle
Applied Psychology
Tacoma Community College 1996 — 1997
Paralegal
Bowling Green State University 1990 — 1991
Psychology
Jamestown Community College 1988 — 1990
AA
Guild Mortgage Company NMLS 3274 CL-3274 February 2013 - February 2014
Alpine Mortgage Planning, Division of Pinnacle Capital Mortgage Corporation NMLS 81395 CL-81395 October 2011 - February 2013
HSBC June 2004 - April 2009
HSBC August 1998 - May 2004
Skills
Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Refinance, Sales Management, Relationship Management, Customer Service, FHA financing, Negotiation, Sales, Credit Analysis, USDA, Commercial Lending, VA loans, Finance, Consumer Lending
Education
City University of Seattle
Applied Psychology
Tacoma Community College 1996 — 1997
Paralegal
Bowling Green State University 1990 — 1991
Psychology
Jamestown Community College 1988 — 1990
AA
Pradeep Dantuluri's HSBC Experience June 2005 - July 2007
Job Graduate Assistant at Bradley University
Industry Computer & Network Security
Experience
HSBC June 2005 - July 2007
Education
Bradley University 2007 — 2009
Masters, Computer Science
HSBC June 2005 - July 2007
Education
Bradley University 2007 — 2009
Masters, Computer Science
Steinberg Glenn's HSBC Experience 1998 - 2009
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2010 - Present
HSBC 1998 - 2009
UNICREDIT SPA 1992 - 1998
Bank of Tokyo Trust Co. 1988 - 1992
Education
Boston University Questrom School of Business 1983 — 1987
BS, Business Administration with Concentration in Finance
Morgan Stanley 2010 - Present
HSBC 1998 - 2009
UNICREDIT SPA 1992 - 1998
Bank of Tokyo Trust Co. 1988 - 1992
Education
Boston University Questrom School of Business 1983 — 1987
BS, Business Administration with Concentration in Finance
Christian Peng's HSBC Experience June 2008 - August 2008
Job Associate at RBS Citizens Healthcare Leveraged Finance
Industry Financial Services
Experience
RBS Citizens Financial Group May 2013 - Present
RBS Citizens Financial Group September 2011 - October 2013
Boone Opportunity Lenders November 2009 - September 2011
CIT June 2009 - November 2009
HSBC June 2008 - August 2008
Foursome Investments June 2007 - August 2007
Skills
Financial Modeling, Capital Markets, Leveraged Finance, Presentations, Portfolio Management, Business Valuation, DCF Valuation, Banking, Corporate Finance, Credit, Emerging Markets, Equities, Finance, Financial Analysis, Investment Banking, Investments, Leadership, Loans, Sales, Valuation
Education
Boston University - School of Management 2005 — 2009
Business Management, Finance, Accounting, & Economics, 3.8
RBS Citizens Financial Group May 2013 - Present
RBS Citizens Financial Group September 2011 - October 2013
Boone Opportunity Lenders November 2009 - September 2011
CIT June 2009 - November 2009
HSBC June 2008 - August 2008
Foursome Investments June 2007 - August 2007
Skills
Financial Modeling, Capital Markets, Leveraged Finance, Presentations, Portfolio Management, Business Valuation, DCF Valuation, Banking, Corporate Finance, Credit, Emerging Markets, Equities, Finance, Financial Analysis, Investment Banking, Investments, Leadership, Loans, Sales, Valuation
Education
Boston University - School of Management 2005 — 2009
Business Management, Finance, Accounting, & Economics, 3.8
Nikki DeFalco's HSBC Experience August 2004 - December 2006
Job Senior insurance agent at Liberty Mutual Insurance
Industry Insurance
Experience
West USA Realty February 2013 - Present
Liberty Mutual Insurance October 2007 - March 2015
Self employed December 2006 - October 2007
HSBC August 2004 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Insurance, Sales, Finance, Underwriting, Call Centers, Mortgage Lending, Team Building, Sales Management
Education
Bradley University 1997 — 2001
Bachelor of Science (BS), Psychology
hoffman estates high school 1993 — 1997
hoffman estates high school
West USA Realty February 2013 - Present
Liberty Mutual Insurance October 2007 - March 2015
Self employed December 2006 - October 2007
HSBC August 2004 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Insurance, Sales, Finance, Underwriting, Call Centers, Mortgage Lending, Team Building, Sales Management
Education
Bradley University 1997 — 2001
Bachelor of Science (BS), Psychology
hoffman estates high school 1993 — 1997
hoffman estates high school
Nellie Pattavina's HSBC Experience January 2005 - June 2006
Job Associate Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2006 - Present
HSBC January 2005 - June 2006
Salomon Smith Barney July 2000 - December 2004
Education
Boston University 1996 — 2000
BA, International Relations
UBS Financial Services Inc. July 2006 - Present
HSBC January 2005 - June 2006
Salomon Smith Barney July 2000 - December 2004
Education
Boston University 1996 — 2000
BA, International Relations
Mathew Halpern's HSBC Experience December 2003 - June 2004
Job User Experience Lead at The Home Depot
Industry Computer Software
Experience
The Home Depot May 2014 - Present
UST Global September 2013 - April 2014
Rosetta May 2012 - July 2013
SalesKatz October 2011 - May 2012
Booz Allen Hamilton August 2010 - September 2011
Ultra Electronics Advanced Tactical Systems March 2007 - May 2010
SAIC July 2004 - February 2007
HSBC December 2003 - June 2004
Think Tools AG February 2002 - July 2002
IntraLinks December 1999 - January 2002
Skills
User Experience, Information Architecture, Usability Testing, User-centered Design, User Interface Design, Interaction Design, User Interface, Wireframes, Web Applications, Heuristic Evaluation, Usability, Persona, User Research, Usability Engineering, Paper Prototyping, Human Computer..., JavaScript, Agile Methodologies, Card Sorting, Task Analysis, User Experience Design, User Scenarios, Rapid Prototyping, Contextual Inquiry, CSS, Heuristic Analysis, Wire Framing, Mobile Design, Mobile Applications, Axure, Information Design, PHP, Experience Design
Education
Carnegie Mellon University 2001 — 2003
Master, Human-Computer Interaction
Brandeis University 1994 — 1998
BA, Economics & Philosphy
The Home Depot May 2014 - Present
UST Global September 2013 - April 2014
Rosetta May 2012 - July 2013
SalesKatz October 2011 - May 2012
Booz Allen Hamilton August 2010 - September 2011
Ultra Electronics Advanced Tactical Systems March 2007 - May 2010
SAIC July 2004 - February 2007
HSBC December 2003 - June 2004
Think Tools AG February 2002 - July 2002
IntraLinks December 1999 - January 2002
Skills
User Experience, Information Architecture, Usability Testing, User-centered Design, User Interface Design, Interaction Design, User Interface, Wireframes, Web Applications, Heuristic Evaluation, Usability, Persona, User Research, Usability Engineering, Paper Prototyping, Human Computer..., JavaScript, Agile Methodologies, Card Sorting, Task Analysis, User Experience Design, User Scenarios, Rapid Prototyping, Contextual Inquiry, CSS, Heuristic Analysis, Wire Framing, Mobile Design, Mobile Applications, Axure, Information Design, PHP, Experience Design
Education
Carnegie Mellon University 2001 — 2003
Master, Human-Computer Interaction
Brandeis University 1994 — 1998
BA, Economics & Philosphy
Xiaoyu Sang's HSBC Experience September 1998 - September 2005
Job Credit Risk Manager at TMobile
Industry
Experience
T-Mobile December 2011 - Present
Bank of America January 2009 - December 2011
Washington Mutual September 2005 - January 2009
HSBC September 1998 - September 2005
Skills
Statistical Modeling, Predictive Modeling, Scorecard, Analytics, Credit Risk, Risk Management, SAS, SQL, Xeno, Decision Trees, Financial Risk, Portfolio Management, Credit, Quantitative Analytics, Credit Cards, Finance, Banking
Education
Bowling Green State University
MS, Statistics
Nanjing University
Bachelor's degree
T-Mobile December 2011 - Present
Bank of America January 2009 - December 2011
Washington Mutual September 2005 - January 2009
HSBC September 1998 - September 2005
Skills
Statistical Modeling, Predictive Modeling, Scorecard, Analytics, Credit Risk, Risk Management, SAS, SQL, Xeno, Decision Trees, Financial Risk, Portfolio Management, Credit, Quantitative Analytics, Credit Cards, Finance, Banking
Education
Bowling Green State University
MS, Statistics
Nanjing University
Bachelor's degree
Christopher Kuster's HSBC Experience August 2012 - September 2013
Job Origination and Product Management Analyst
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
HSBC August 2012 - September 2013
HSBC June 2011 - August 2011
TM Capital February 2011 - May 2011
Boston University Sports Marketing Department March 2010 - April 2010
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch September 2013 - Present
HSBC August 2012 - September 2013
HSBC June 2011 - August 2011
TM Capital February 2011 - May 2011
Boston University Sports Marketing Department March 2010 - April 2010
Education
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Livia Qianyi Wei's HSBC Experience July 2013 - July 2013
Job Master of Finance Candidate at Johns Hopkins University, Carey Business School
Industry Financial Services
Jiaying Zhang's HSBC Experience June 2012 - July 2012
Job Program Solutions Team Lead at The Cambridge Institute of International Education
Industry Financial Services
Experience
The Cambridge Institute of International Education June 2013 - Present
Brandeis University September 2011 - Present
Brandeis University September 2012 - May 2013
Brandeis University January 2011 - December 2012
HSBC June 2012 - July 2012
SprinkleBit February 2012 - May 2012
Brandeis University September 2011 - May 2012
Brandeis University August 2011 - May 2012
Teach For China August 2011 - May 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2011 - August 2011
Skills
Microsoft Office, Java, C, Bloomberg Terminal, VBA, Piano Performance, Team Leadership, Stata, Recruiting, Management, Teaching, Marketing Strategy, Valuation, Economics, Finance, Data Analysis, Leadership, Piano, Microsoft Excel, Investments, Public Speaking, Financial Analysis, Databases, Statistics, Financial Modeling, Marketing
Education
Harvard University
Management
Brandeis University 2009 — 2013
BA, Economics, Computer Science, Business
Affiliated High School of South China Normal University 2006 — 2009
High school
The Cambridge Institute of International Education June 2013 - Present
Brandeis University September 2011 - Present
Brandeis University September 2012 - May 2013
Brandeis University January 2011 - December 2012
HSBC June 2012 - July 2012
SprinkleBit February 2012 - May 2012
Brandeis University September 2011 - May 2012
Brandeis University August 2011 - May 2012
Teach For China August 2011 - May 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2011 - August 2011
Skills
Microsoft Office, Java, C, Bloomberg Terminal, VBA, Piano Performance, Team Leadership, Stata, Recruiting, Management, Teaching, Marketing Strategy, Valuation, Economics, Finance, Data Analysis, Leadership, Piano, Microsoft Excel, Investments, Public Speaking, Financial Analysis, Databases, Statistics, Financial Modeling, Marketing
Education
Harvard University
Management
Brandeis University 2009 — 2013
BA, Economics, Computer Science, Business
Affiliated High School of South China Normal University 2006 — 2009
High school
Kristy Jin's HSBC Experience June 2011 - August 2011
Job Student at Boston University
Industry Banking
Experience
Prada May 2012 - August 2012
HSBC June 2011 - August 2011
Skills
Microsoft Office
Education
Boston University 2009 — 2012
Bachelor of Arts (BA), Economics
Prada May 2012 - August 2012
HSBC June 2011 - August 2011
Skills
Microsoft Office
Education
Boston University 2009 — 2012
Bachelor of Arts (BA), Economics
David Hamby's HSBC Experience 1999 - 2008
Job Finance Center Manager III at Fifth Third Bank
Industry
Experience
Fifth Third Bank June 2009 - Present
HSBC 1999 - 2008
HSBC 1999 - 2008
Skills
Banking, Sales Management, Commercial Lending, Credit, Commercial Banking, Loans, Credit Analysis, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending
Education
Brenau University 1994 — 1996
MBA, Business Administration and Management, General, 4.0
Fifth Third Bank June 2009 - Present
HSBC 1999 - 2008
HSBC 1999 - 2008
Skills
Banking, Sales Management, Commercial Lending, Credit, Commercial Banking, Loans, Credit Analysis, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending
Education
Brenau University 1994 — 1996
MBA, Business Administration and Management, General, 4.0
Anson Shao's HSBC Experience July 2011 - August 2011
Job Analyst at Hudson Clean Energy
Industry Financial Services
Experience
Hudson Clean Energy July 2014 - Present
Alticor Corporate Enterprises June 2013 - September 2013
Argyle Street Management August 2012 - September 2012
Sun Hung Kai Financial May 2012 - July 2012
HSBC July 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Microsoft Excel, Banking, Economics, Bloomberg, PowerPoint, Analysis, Microsoft Office
Education
Brandeis University 2010 — 2014
Bachelor's Degree, Economics, Political Science, and Business
Brandeis University
Bachelor of Arts (B.A.)
Hudson Clean Energy July 2014 - Present
Alticor Corporate Enterprises June 2013 - September 2013
Argyle Street Management August 2012 - September 2012
Sun Hung Kai Financial May 2012 - July 2012
HSBC July 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Microsoft Excel, Banking, Economics, Bloomberg, PowerPoint, Analysis, Microsoft Office
Education
Brandeis University 2010 — 2014
Bachelor's Degree, Economics, Political Science, and Business
Brandeis University
Bachelor of Arts (B.A.)
Panos Koutsoyannis's HSBC Experience 1996 - 1998
Job Master and Commander at Pure Storage
Industry Information Technology and Services
Experience
Pure Storage September 2013 - Present
Google June 2011 - December 2012
Google September 2007 - June 2011
Google September 2005 - September 2007
KamaraData 2003 - 2005
Bivio Networks 2001 - 2003
Cisco Systems 1998 - 2001
HSBC 1996 - 1998
Booz Allen Hamilton 1995 - 1996
Yale University 1993 - 1994
Skills
Management, Project Planning, Scalability, Data Center, Software Engineering, Operating Systems, Mobile Devices
Education
Johns Hopkins SAIS 1991 — 1992
Master's degree, International Relations and Economics
Brandeis University 1984 — 1988
Bachelor's degree, Computer Science
Palo Alto High School 1980 — 1984
High School Diploma
Pure Storage September 2013 - Present
Google June 2011 - December 2012
Google September 2007 - June 2011
Google September 2005 - September 2007
KamaraData 2003 - 2005
Bivio Networks 2001 - 2003
Cisco Systems 1998 - 2001
HSBC 1996 - 1998
Booz Allen Hamilton 1995 - 1996
Yale University 1993 - 1994
Skills
Management, Project Planning, Scalability, Data Center, Software Engineering, Operating Systems, Mobile Devices
Education
Johns Hopkins SAIS 1991 — 1992
Master's degree, International Relations and Economics
Brandeis University 1984 — 1988
Bachelor's degree, Computer Science
Palo Alto High School 1980 — 1984
High School Diploma
Fortmuller George's HSBC Experience March 2003 - April 2007
Job Technical Analyst 2
Industry Information Technology and Services
Experience
Belcan TechServices April 2013 - Present
Atos June 2009 - March 2013
Siemens November 2007 - May 2009
HSBC March 2003 - April 2007
Skills
Active Directory, Servers, Windows 7, Windows Server, Microsoft SQL Server, SQL, Operating Systems, Microsoft Exchange, Computer Hardware, Technical Support, Windows XP, Network Administration, VPN, Help Desk Support, Laptops, Troubleshooting, Software Documentation, Project Management, Testing, Quality Assurance
Education
Briarcliffe College 2000 — 2002
Bachelor of Business Administration (BBA), Information Technology
Belcan TechServices April 2013 - Present
Atos June 2009 - March 2013
Siemens November 2007 - May 2009
HSBC March 2003 - April 2007
Skills
Active Directory, Servers, Windows 7, Windows Server, Microsoft SQL Server, SQL, Operating Systems, Microsoft Exchange, Computer Hardware, Technical Support, Windows XP, Network Administration, VPN, Help Desk Support, Laptops, Troubleshooting, Software Documentation, Project Management, Testing, Quality Assurance
Education
Briarcliffe College 2000 — 2002
Bachelor of Business Administration (BBA), Information Technology
Nicole Jeleniowski's HSBC Experience March 2004 - November 2010
Job Finance Manager at Illumina
Industry Medical Devices
Experience
Illumina July 2014 - Present
NuVasive November 2010 - June 2014
HSBC March 2004 - November 2010
New World Restaurant Group April 2003 - March 2004
EchoStar Corporation November 2002 - April 2003
Charles Schwab December 1997 - January 2002
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Reporting, Sarbanes-Oxley, Internal Controls, Consolidation, General Ledger, Auditing, Accounting, Variance Analysis, GAAP
Education
University of Colorado at Denver 1998 — 2002
Master's Degree, Accounting
Brandeis University 1993 — 1997
Bachelor's Degree, Economics
Illumina July 2014 - Present
NuVasive November 2010 - June 2014
HSBC March 2004 - November 2010
New World Restaurant Group April 2003 - March 2004
EchoStar Corporation November 2002 - April 2003
Charles Schwab December 1997 - January 2002
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Reporting, Sarbanes-Oxley, Internal Controls, Consolidation, General Ledger, Auditing, Accounting, Variance Analysis, GAAP
Education
University of Colorado at Denver 1998 — 2002
Master's Degree, Accounting
Brandeis University 1993 — 1997
Bachelor's Degree, Economics
Xiaoyu Sang's HSBC Experience September 1998 - September 2005
Job Credit Risk Manager at TMobile
Industry Telecommunications
Experience
T-Mobile Credit Risk ManagerT-MobileDecember 2011 - Present
Bank of America January 2009 - December 2011
Washington Mutual September 2005 - January 2009
HSBC September 1998 - September 2005
Skills
Statistical Modeling, Predictive Modeling, Scorecard, Analytics, Credit Risk, Risk Management, SAS, SQL, Xeno, Decision Trees, Financial Risk, Portfolio Management, Credit, Quantitative Analytics, Credit Cards
Education
Bowling Green State University
MS, Statistics
Nanjing University
Bachelor's degree
T-Mobile Credit Risk ManagerT-MobileDecember 2011 - Present
Bank of America January 2009 - December 2011
Washington Mutual September 2005 - January 2009
HSBC September 1998 - September 2005
Skills
Statistical Modeling, Predictive Modeling, Scorecard, Analytics, Credit Risk, Risk Management, SAS, SQL, Xeno, Decision Trees, Financial Risk, Portfolio Management, Credit, Quantitative Analytics, Credit Cards
Education
Bowling Green State University
MS, Statistics
Nanjing University
Bachelor's degree
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.