HSBC Company

Industry: Financial services company

Description

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

Site: http://www.hsbc.co.uk/

Social Links: https://www.facebook.com/hsbcuk, https://twitter.com/HSBC_UK, http://www.youtube.com/user/hsbcuk

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

Employee
Years
Job
Industry
Renan BautistaRenan Bautista Greater San Diego Area
HSBC Years 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

Julie Yue XuJulie Yue Xu Denver, Colorado
HSBC Years 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

Kamiu LeeKamiu Lee Greater New York City Area
HSBC Years 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

Kathy J ChenKathy J Chen Greater New York City Area
HSBC Years 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

Rick ReuterRick Reuter Greater Chicago Area
HSBC Years 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

Ricardo TessarottoRicardo Tessarotto Greater New York City Area
HSBC Years 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

Lauren VerlindenLauren Verlinden Ramsey, New Jersey
HSBC Years 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

Stephanie FuStephanie Fu New York, New York
HSBC Years 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

Terence LewisTerence Lewis New York, New York
HSBC Years 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

Karina LiuKarina Liu Cambridge, Massachusetts
HSBC Years 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

Eduardo BezerraEduardo Bezerra Evanston, Illinois
HSBC Years 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

James MitchinerJames Mitchiner Yuba City, California Area
HSBC Years 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

Jenece GerberJenece Gerber Buffalo, New York
HSBC Years 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

Keyu ZhuKeyu Zhu Brookline, Massachusetts
HSBC Years 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

Jiaxin (Jashin) LinJiaxin (Jashin) Lin Boston, Massachusetts
HSBC Years 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

Julian JohnsonJulian Johnson Los Angeles, California
HSBC Years 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

Christina FuriaChristina Furia Brooklyn, New York
HSBC Years 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

Hewei YuHewei Yu New York, New York
HSBC Years 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

Tianting XuTianting Xu Boston, Massachusetts
HSBC Years 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

Wenyi MaWenyi Ma New York, New York
HSBC Years 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

Justin Siken, CFAJustin Siken, CFA New York, New York
HSBC Years 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

Tony RupcicTony Rupcic Cleveland/Akron, Ohio Area
HSBC Years 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.

Xiaosu(Sue) LiXiaosu(Sue) Li Greater Boston Area
HSBC Years 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

Jiahuan XiaJiahuan Xia Waltham, Massachusetts
HSBC Years 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

Bryan St. JohnBryan St. John Columbus, Ohio Area
HSBC Years 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

Eric SongEric Song Vernon Hills, Illinois
HSBC Years 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

Kan-Ying (Kenny) KuoKan-Ying (Kenny) Kuo Washington D.C. Metro Area
HSBC Years 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

Cindy Zhao, Quantitative AnalystCindy Zhao, Quantitative Analyst Greater Boston Area
HSBC Years 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

Shuangqing WangShuangqing Wang Waltham, Massachusetts
HSBC Years 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

Patti NorthamPatti Northam Monterey, California
HSBC Years 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

William R. Proctor IIWilliam R. Proctor II Charlotte, North Carolina Area
HSBC Years 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

Mohinder JagpalMohinder Jagpal Vancouver, Canada Area
HSBC Years 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

Gayle GittlemanGayle Gittleman Greater New York City Area
HSBC Years 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

Larry MandelLarry Mandel Greater Detroit Area
HSBC Years 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

Antoine-Axel RoulotAntoine-Axel Roulot Boston, Massachusetts
HSBC Years 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

Bridget SchulzBridget Schulz Greater Minneapolis-St. Paul Area
HSBC Years 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

XIAN CAOXIAN CAO Rocky Hill, Connecticut
HSBC Years 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

Amish ShahAmish Shah Greater New York City Area
HSBC Years 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

Sikandar Raza KhanSikandar Raza Khan New York, New York
HSBC Years 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

Olivia SchiffmannOlivia Schiffmann Greater New York City Area
HSBC Years 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

Amreen AshrafAmreen Ashraf Greater Boston Area
HSBC Years 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

Kristie MorandKristie Morand Tampa/St. Petersburg, Florida Area
HSBC Years 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.

Shen ChenShen Chen Waltham, Massachusetts
HSBC Years 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

Mathew EpsteinMathew Epstein New York, New York
HSBC Years 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

Marc AppelMarc Appel Greater New York City Area
HSBC Years 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

Katherine Sikora NelsonKatherine Sikora Nelson Greater New York City Area
HSBC Years 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

Marshall Freund, CAMSMarshall Freund, CAMS Greater Philadelphia Area
HSBC Years 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

Ajay BhalaAjay Bhala Buffalo/Niagara, New York Area
HSBC Years 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

Nirmalya MitraNirmalya Mitra New York, New York
HSBC Years 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

Chris Pfoutz, CISSPChris Pfoutz, CISSP Greater Chicago Area
HSBC Years 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

Scott WilksScott Wilks New York, New York
HSBC Years 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

Dongze (Hazel) HeDongze (Hazel) He Boston, Massachusetts
HSBC Years 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

Jennifer ChammasJennifer Chammas New York, New York
HSBC Years 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

Cyrus ZahediCyrus Zahedi Toronto, Canada Area
HSBC Years 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

Benjamin HalperinBenjamin Halperin Greater New York City Area
HSBC Years 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

Daniel HermanssonDaniel Hermansson New York, New York
HSBC Years 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

Ann Marie Picha, CAMSAnn Marie Picha, CAMS Greater Chicago Area
HSBC Years 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

Candice GeterCandice Geter Laurel, Maryland
HSBC Years 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

Janet SpearsJanet Spears Greater Chicago Area
HSBC Years 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

Michael McGovern, J.D., LL.M., CAMSMichael McGovern, J.D., LL.M., CAMS Greater New York City Area
HSBC Years 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

Jennifer EngstlerJennifer Engstler Greater New York City Area
HSBC Years 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

Amir AkhtarAmir Akhtar Greater New York City Area
HSBC Years 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)

Brian Schwan, CAMSBrian Schwan, CAMS Greater Philadelphia Area
HSBC Years 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

Dave JarvasDave Jarvas Greater Chicago Area
HSBC Years 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

Bryan JarrettBryan Jarrett Columbus, Ohio Area
HSBC Years 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

Matt CovelloMatt Covello Greater New York City Area
HSBC Years 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

Ossama BanajaOssama Banaja New York, New York
HSBC Years 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

Matthew Kurland, CPA, MBAMatthew Kurland, CPA, MBA Deerfield, Illinois
HSBC Years 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

Kristy JinKristy Jin Brookline, Massachusetts
HSBC Years 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

Nellie PattavinaNellie Pattavina Greater New York City Area
HSBC Years 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

Nicholas F. RennaNicholas F. Renna Dallas, Texas
HSBC Years 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)

Nicholas MantasNicholas Mantas Greater New York City Area
HSBC Years 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

Brian BlackerbyBrian Blackerby New York, New York
HSBC Years 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

Christopher DealChristopher Deal New York, New York
HSBC Years 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

Livia Qianyi WeiLivia Qianyi Wei Baltimore, Maryland Area
HSBC Years July 2013 - July 2013
Job Master of Finance Candidate at Johns Hopkins University, Carey Business School
Industry Financial Services
Experience
HSBC   July 2013 - July 2013
PwC   August 2012 - August 2012
EY   July 2012 - July 2012

Education
The Johns Hopkins University   2014 — 2015
Master's Degree

Boston University - School of Management   2010 — 2014
Bachelor's Degree

Christian PengChristian Peng Boston, Massachusetts
HSBC Years 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

Christopher KusterChristopher Kuster New York, New York
HSBC Years 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

Deborah HeymanDeborah Heyman Greater Atlanta Area
HSBC Years 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

Fortunato PizzimentiFortunato Pizzimenti Greater New York City Area
HSBC Years 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

Justin BurkeJustin Burke Greater San Diego Area
HSBC Years 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

Matthew Siglag, PMPMatthew Siglag, PMP Greater New York City Area
HSBC Years 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

Steinberg GlennSteinberg Glenn Greater New York City Area
HSBC Years 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

Anthony Busanic, J.D., LL.M., CAMSAnthony Busanic, J.D., LL.M., CAMS Greater New York City Area
HSBC Years 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

David BoucDavid Bouc Santa Rosa, California
HSBC Years 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

Scott Charles ArnsonScott Charles Arnson Baltimore, Maryland Area
HSBC Years 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

Cheryl BunoCheryl Buno East Aurora, New York
HSBC Years 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

Ella Marie Owens | MLO 89597Ella Marie Owens | MLO 89597 Tacoma, Washington
HSBC Years 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

Ryan LacjakRyan Lacjak Charlotte, North Carolina Area
HSBC Years 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

Xiaoyu SangXiaoyu Sang Issaquah, Washington
HSBC Years 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

Xiaoyu SangXiaoyu Sang United States
HSBC Years 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

Cynthia ChuaCynthia Chua Greater Boston Area
HSBC Years 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

Jerry BotkinJerry Botkin Rockford, Illinois Area
HSBC Years 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

Helen WilsonHelen Wilson Dallas/Fort Worth Area
HSBC Years 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

Michelle RiverdahlMichelle Riverdahl Greater Chicago Area
HSBC Years 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

Pradeep DantuluriPradeep Dantuluri Peoria, Illinois Area
HSBC Years 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

Alan DeleonAlan Deleon Las Vegas, Nevada
HSBC Years 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

Howard TyskaHoward Tyska Greater Chicago Area
HSBC Years 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

John FultzJohn Fultz Tampa/St. Petersburg, Florida Area
HSBC Years 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

Kim SerraKim Serra Greater Chicago Area
HSBC Years 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

Michael BairMichael Bair Greater Chicago Area
HSBC Years 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

Nikki DeFalcoNikki DeFalco Phoenix, Arizona Area
HSBC Years 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

Terry RodrickTerry Rodrick Eugene, Oregon Area
HSBC Years 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)

Amy MauerAmy Mauer Greater New York City Area
HSBC Years 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

Anson ShaoAnson Shao Greater New York City Area
HSBC Years 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.)

Ece MarcelliEce Marcelli Greater New York City Area
HSBC Years 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

Jiaying ZhangJiaying Zhang Greater Boston Area
HSBC Years 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

Mathew HalpernMathew Halpern Greater Atlanta Area
HSBC Years 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

Nicole JeleniowskiNicole Jeleniowski San Diego, California
HSBC Years 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

Panos KoutsoyannisPanos Koutsoyannis San Francisco, California
HSBC Years 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

David HambyDavid Hamby United States
HSBC Years 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

Fortmuller GeorgeFortmuller George Willow Spring, North Carolina
HSBC Years 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