HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
City National Bank August 2012 - Present
Citi July 2011 - July 2012
Wells Fargo October 2007 - July 2011
HSBC 2006 - 2007
JPMorgan Chase August 2005 - October 2006
Wells Fargo January 2005 - August 2005
Wells Fargo April 2001 - August 2004
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Treasury Management, Relationship Management, Finance, Lines Of Credit, Small Business Lending, Management, Financial Analysis, Financial Services, Mortgage Lending, Business Development, Cash Management, Deposits, Sales, Wealth Management, Consumer Lending, Financial Risk, Risk Management, Building Relationships, Sales Management, Leadership, Investments, Commercial Mortgages, Private Banking, Mortgage Banking, Credit Risk, Business Strategy, SBA, Permanent Real Estate..., Fitness Training, Nutritional Counseling, Life Coaching, Motivational Speaking, Artistry, Weight Training, CrossFit, Short Films, Film Actor, Music Production, Songwriting, Martial Arts, Entertainment Industry
Education
Cal State Hayward
Bachelor of Business Administration (BBA), Accounting
Chabot College
Associate's degree, Accounting
AlliedBarton Security Services January 2014 - Present
Waste Management, Inc. May 2010 - January 2014
Chase Home Finance October 2006 - May 2010
HSBC 2004 - 2007
Wells Fargo Home Mortgage December 2005 - October 2006
Skills
Mortgage Lending, Real Estate, Loans, Sales Management, Sales, Cold Calling, New Business Development, Negotiation, Salesforce.com, Direct Sales, Contract Negotiation, Account Management, Credit, Refinance, Business Development, sustainabilty, Waste Management, Solution Selling, Commercial Real Estate, Management, Customer Retention
Education
CSU Chico 1997 — 2002
BA, Business/Marketing
CSU Chico 1997 — 2001
Bachelor of Business Administration (BBA), MARKETING/SALES
American Pacific Mortgage April 2011 - Present
California Department of Veteran Affairs September 2010 - April 2011
Decision One Mortgage - HSBC Group September 2002 - December 2007
HSBC October 1993 - September 2002
Skills
Mortgage Lending, Loans, Sales, Mortgage Banking, Team Leadership, Leadership Development, FHA, Loan Origination, Insurance
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
BS, Business Finance
Casa Roble 1984 — 1988
General Education
Citi October 2012 - Present
Cal Poly Pomona September 2010 - June 2013
HSBC March 2012 - September 2012
Chase October 2010 - February 2012
Wells Fargo March 2008 - November 2010
HSBC April 2005 - September 2007
Citibank June 2003 - January 2005
Skills
Series 63, Series 6, Notary Public, English, Insurance, Wealth Management, Investments, Banking, Mutual Funds, Asset Managment, Loans, Mortgage Lending, Customer Retention, Strategic Financial..., Commercial Banking, Analysis, Finance, Sales, Cross Selling, Financial Planning, Credit, Management, Retail Banking, Financial Analysis, Relationship Management
Education
California State Polytechnic University-Pomona 2009 — 2012
MBA, MBA (finance)
University of California, Irvine 1999 — 2001
B.A, Economics, Psychology
AHS
CSULA
Zenetex August 2012 - Present
Naval Postgraduate School September 2008 - October 2010
HSBC 2006 - 2008
Skills
Government, Policy Analysis, National Security, Politics, International Relations, Social Media, Management, Program Management, Leadership, Project Planning, Event Management, Editing, Budgets, Customer Service, Research, Security, Analysis, Marketing, Proposal Writing, Policy, Public Speaking, Training, Military, Team Leadership, Security Clearance, DoD, Team Building, Strategic Planning, Project Management
Education
Naval Postgraduate School 2008 — 2010
Master of Arts (MA), International Relations and National Security Studies
California State University-Chico 2001 — 2004
Bachelor's degree, Musical Theatre
Zecco Trading March 2008 - March 2012
Wachovia February 2005 - April 2007
HSBC 2003 - 2005
Skills
Series 7, Loans, Trading, Series 63, Securities, Mutual Funds, FINRA, Retirement Planning, Series 24, Investments, Wealth Management, Equities, Uniform Combined State..., Asset Allocation, Options, Business Development, Regional Development, ETFs, Finance
Education
California State University-Los Angeles
English Language and Literature/Letters
Starbucks Coffee May 2004 - Present
HSBC November 2008 - August 2009
Chase August 2007 - November 2008
Skills
Highly detail oriented, Customer Service, Customer Oriented, Team Leadership, Employee Training, Sales, Retail, PowerPoint, Microsoft Word, Microsoft Excel
Education
California State University, Monterey Bay 2012 — 2014
Bachelor of Science (BS), Business Administration
Monterey Peninsula College 2010 — 2012
Associate of Science (A.S.), Business Administration
Reverse Lending Solutions June 2009 - Present
Chase Home Mtg 2007 - 2008
MortgageIT / Deutsche Bank 2005 - 2007
HSBC 2004 - 2005
ABN AMRO 1995 - 2004
Skills
Mortgage Lending, Loan Origination, Loans, FHA, Refinance, Reverse Mortgages, Real Estate, USDA, Residential Mortgages, Credit, Underwriting, First Time Home Buyers, Investment Properties, VA loans, Credit Analysis, Selling, Foreclosures, Mortgage Banking, Banking, Loss Mitigation, Mortgage Underwriting, FHA financing, Residential Homes
Education
California State University-Fullerton 1994 — 1999
Business Admin
Capital One 2014 - Present
HSBC Card Services December 2011 - March 2012
HSBC 1987 - 2011
Skills
Project Management, Leadership, Telecommunications, Change Management, Risk Management, Vendor Management, Strategy, Call Center, Program Management, Customer Experience
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration
The George Washington University
Masters Certificate, Project Management
Capital One 2012 - 2013
HSBC 2004 - 2012
Household Credit January 2001 - January 2004
Skills
Fraud Detection, Fraud Prevention, Customer Service, Microsoft Office, Fraud, Training, Process Improvement, Call Centers, Management, Accounting, Strategy, Analytics, Policy, Analysis, Outlook, Risk Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Applied Science (BASc), Medical Microbiology
Capital One (formerly HSBC) May 2007 - April 2013
HSBC March 2005 - May 2007
HSBC March 2002 - March 2005
BEA Systems September 1999 - November 2001
Skills
Program Management, Business Analysis, Project Management, PMO, Change Management, Strategy, Integration, Business Process, Project Portfolio..., Requirements Gathering, Process Improvement, Credit Cards, Business Process..., Governance, Financial Services, Scrum
Education
California Polytechnic State University-San Luis Obispo 1996 — 1999
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Leland
Manteca Unified School District August 2013 - Present
San Joaquin County Office of Education August 2012 - Present
Linden Unified School District August 2008 - July 2012
HSBC April 2007 - November 2007
Washington Mutual Bank April 2003 - April 2007
Skills
Tutoring, Teaching, Team Building, Communication, Public Speaking, Community Outreach, Motivational Speaking, Impromptu Speaking, Lesson Planning, Youth Leadership, Event Planning, Differentiated..., Educational Technology, Mathematics, Social Sciences, Physical Sciences, Elementary Education, Secondary Education, Handle Confidential..., Public Relations, Student Development, Parent Communication
Education
University of the Pacific 2012 — 2014
MA Educational Leadership
CSU Stanislaus 2002 — 2004
Bachelor of Arts, Social Science
Kinemetrics September 2014 - Present
David Nget Photography April 2009 - Present
Department of Geological Sciences, California Polytechnic State University, Pomona, CA June 2012 - September 2014
Iris and Earthscope Alaska TA, Pinon Flat Observatory July 2014 - August 2014
Array Network Facility, UCSD May 2014 - June 2014
HSBC September 2002 - August 2006
Skills
Bentley Microstation, Bentley InRoads, AutoCAD, ArcGIS, Seismic Analysis Code, Linux, Unix, MAC OSX, Microsoft Office, C++ Language, Java, JavaScript, Geophysical Surveys, Geophysics, Hydrology, Quality Assurance, Geological Mapping, Seismic Data..., Guralp Seismometers, Seistronix Refraction, LaCoste-Romberg..., Geophysical Equipment..., Report Writing, Project Management, Sales Management, Sales Operations, Data Analysis, Data Entry, Budget Monitoring, Financial Analysis, Financial Modeling, Financial Reporting, Sales Leadership..., National Sales Training, Business Analysis, Surveying, Transportation..., Geology, Environmental Geology, Groundwater..., Surface Water Hydrology, Geochemistry, Seismology, OS X, PowerPoint, Microsoft Excel, Public Speaking
Education
California State Polytechnic University-Pomona 2008 — 2014
Bachelor's of Science, Geological Science, Geophysics and Seismology, 3.75
Golden West College 2006 — 2008
AA, General
Restaurant.com April 2013 - Present
Capital One March 2013 - July 2013
CMScentral.net, Inc. November 2009 - July 2013
HSBC January 2012 - March 2013
United Airlines October 2011 - January 2012
Lowe's Home Improvement May 2011 - October 2011
Verizon Wireless December 2010 - April 2011
Illinois Physicians Network, LLC December 2009 - November 2010
NetCloud.com May 2009 - December 2009
California State University August 2007 - May 2009
Skills
Cisco Switches, Firewalls, Routing, CCNA, Network Security, Network Administration, CCNP, Project Management, IT Management, Circuit Analysis, VPN, Troubleshooting, TCP/IP, Cisco IOS, Switches, Cisco Technologies, OSPF, Routers, DNS, Security, Microsoft SQL Server, Data Center, IP, BGP, Active Directory, Servers, Windows Server, WAN, Network Architecture, VoIP, Virtualization, Cisco Routers, Wireless Networking, Microsoft Exchange, System Administration, MPLS, Cisco Nexus
Education
California State University 2007 — 2010
Masters, Computer Science
California State University-Chico 2007 — 2010
Master of .Science, Computer Science
Pune University 2003 — 2007
Bachelor of Science, Computer Engineering
Pune University 2003 — 2007
Bachelors, Computer Science
University of Mumbai 2000 — 2003
Diploma in Computer Engineering, Computer Science
Infant Jesus
Fortace, LLC September 2014 - December 2014
Wells Fargo August 2012 - May 2014
Bank of America May 2010 - August 2012
HSBC September 2004 - April 2010
Skills
Mortgage Lending, Loans, Financial Risk, Credit, Mortgage Banking, Retail Banking, Commercial Banking, Financial Services, Loan Origination, Marketing, Consumer Lending, Customer Service, Risk Management, Residential Mortgages, Credit Analysis, Banking, Financial Analysis, Refinance, Credit Risk, FHA, Strategic Financial..., Commercial Mortgages
Education
California State University-San Marcos
Bachelor's Degree, Communication
Nike/Vanderhouwen November 2014 - Present
UTi Worldwide May 2014 - October 2014
Capital One May 2012 - January 2014
HSBC December 2005 - May 2012
II-VI Incorporated November 1999 - December 2005
Chevron May 1985 - November 1999
Skills
Business Analysis, SDLC, Credit Cards, Project Management, Vendor Management, PMP, Program Management, Requirements Analysis, Business Requirements, Project Planning, Business Process..., Testing, Analysis, Business Intelligence, Requirements Gathering, PMO, Visio, Project Delivery
Education
Villanova University 2003 — 2004
Masters Certificate, Information Technology Project Management
California State University-Hayward 1979 — 1982
BS, Business Administration Information Systems
Paramount Farms 2013 - Present
Capital One Auto Finance December 2012 - October 2013
Capital One May 2012 - June 2013
HSBC 2005 - April 2012
HSBC 2003 - 2005
Skills
Marketing Research, Data Analysis, Problem Solving, Critical Thinking, Marketing Strategy, Digital Marketing, Direct Mail Campaigns, Product Marketing, Process Improvement, Project Management, Forecasting, Budget Monitoring, Brand Awareness, Customer Experience, Build Strong..., Analytics, Banking, Business Analysis, Credit Cards, CRM, Financial Services, Management, Marketing, Strategy
Education
Cal Poly San Luis Obispo 1997 — 2002
Bachelor of Science (BS), Industrial Engineering
Valley Business Bank October 2013 - Present
Citibank March 2011 - February 2013
Chase July 2010 - April 2011
Chase(wamu) July 2008 - July 2010
Navy Federal Credit Union March 2008 - August 2008
HSBC October 2000 - December 2007
Skills
Commercial Lending, Credit, Commercial Banking, Credit Analysis, Commercial Mortgages, Lines Of Credit, Relationship Management, Small Business, Financial Analysis, Loan Origination, Small Business Lending, Portfolio Management, Finance, Cash Management, Banking, Loans, Consumer Lending, Mergers & Acquisitions, Sales, Mortgage Lending, Mortgage Banking, Cross Selling, Retail Banking, Credit Risk, Refinance, Underwriting, Financial Services, Treasury Management, Branch Management, Branch Banking, Business Analysis
Education
California State University, Fresno 1998 — 2003
BS, Business Admin/Finance Option
Kings River Community College 1996 — 1998
AA
Hanford High School 1993 — 1996
St Rose/McCarthy
Expedia, Inc. August 2013 - Present
AdaQuest Inc August 2012 - August 2013
USO July 2009 - September 2011
Welocalize February 2008 - March 2009
Sinometrics April 2006 - January 2008
Worldlink Technologies, Inc. May 2005 - March 2006
HSBC February 2003 - January 2005
Freelance Translation Work 2000 - 2003
Skills
Fluent English; Spanish..., Translation Software:..., Microsoft Office; Adobe..., HTML/XML., Localization, Translation, Spanish, Project Management, Illustrator; InDesign, MS Tools: SourceDepot,..., Vendor Management, Linguistics
Education
University of Washington
Graduate Project Management Certificate, Project Management
California State University-Chico
Localization & Translation Certification Program, Localization / Translation
Universidad Católica Andrés Bello (Caracas, Venezuela)
BA in Social Communication, with a minor Advertising and Public Relations, Communication and Media Studies
Grainger January 2015 - Present
RED CAPITAL GROUP October 2014 - December 2014
Builders FirstSource February 2014 - July 2014
HD Supply Facilities Maintenance October 2008 - November 2013
HSBC January 2007 - August 2008
HSBC January 2006 - January 2007
HSBC January 2005 - January 2006
HSBC January 2004 - January 2005
HSBC January 2001 - January 2005
HSBC January 2000 - January 2001
Skills
Outlook, Microsoft Excel, Budgets, Team Building, Microsoft Word, PowerPoint, Microsoft Office, Administrative..., Travel Arrangements, Spreadsheets, Office Management, SAP, Management, Software Documentation, Training, Customer Service, Sales, Account Management, Process Improvement, Administrative...
Education
California State University-Chico
Bachelor of Science
San Diego Mesa College
Associate of Arts
Cognizant Technology Solutions November 2014 - Present
C42 Engineering January 2012 - August 2014
ThoughtWorks February 2010 - June 2011
CSAA Insurance Group, a AAA Insurer April 2008 - December 2009
HSBC January 2007 - March 2008
Cognizant Technology Solutions September 2002 - August 2006
Polaris Financial Technology Limited July 1998 - July 2002
Bennett Coleman and Co. Ltd. (Times Group) May 1995 - May 1996
Eli Lilly and Company May 1993 - April 1995
Skills
Leadership, Innovation Management, Program Management, Product Strategy, Product Management, UX Strategy, Agile Methodologies, User Experience, User-centered Design, CRM, Business Process, Business Intelligence, Enterprise Software, E-commerce, Analytics, Faciltation, Lean Startup, Business Analysis
Education
California College of the Arts 2014 — 2014
Fellowship in Innovation and Leadership
The Institutes - CPCU 2005 — 2006
Chartered Property Casualty Underwriter, P&C Insurance
Xavier Institute of Management, Bhubaneswar 1996 — 1998
MBA, Marketing
University of Madras 1990 — 1993
Bachelor's Degree, Science
Kendriya Vidyalaya
High School, Science
Century 21 Beachside January 2006 - Present
Real Estate Professionals GMAC 2004 - 2006
Fidelity Asset Management Solutions 2003 - 2004
Prudential CA Realty 2000 - 2003
HSBC 1998 - 2000
Remax Results 1993 - 1998
Skills
Management, Real Estate, Training, Leadership, Recruiting, Real Estate Contracts, Social Media Marketing, Property, Relocation, Real Estate Transactions, Investors, REO, Investment Properties, Sellers, Referrals, Listings, Sales, Residential Homes
Education
California State University-Fullerton 2003 — 2004
General Sales, Merchandising and Related Marketing Operations
Riverside City College 1989 — 1990
Real Estate Certification
Cypress College 1977 — 1979
General Ed
Capital One December 1996 - Present
HSBC 2004 - 2012
HSBC 2000 - 2004
Household Credit Services 1998 - 2000
Household Credit Services 1996 - 1998
Skills
Email Marketing, Analytics, Direct Marketing, Digital Marketing, Online Advertising, Customer Experience, Direct Mail, Marketing Strategy, Relationship Management, Digital Strategy, Financial Services, CRM, Program Management, Project Management, Credit Cards, Customer Acquisition, E-commerce, Segmentation, Product Management, Management, Strategy, Marketing, Integrated Marketing, Competitive Analysis, Strategic Partnerships, Budgets, SEO, Cross-functional Team..., Product Marketing
Education
Cal Poly Pomona
Bachelor of Science (B.S.), Business Administration
Capital One January 2005 - Present
HSBC January 1997 - January 2005
Household Credit Services 1996 - 1997
Household Credit Services March 1992 - January 1996
Skills
Accounting, Microsoft Office, Outlook, PeopleSoft, Lotus Notes
Education
Cal Poly San Luis Obispo 1981 — 1985
Business Administration and Management, General
Amgen December 2013 - August 2015
Various February 2013 - December 2013
Bank of America Home Loans March 2007 - April 2012
Countrywide Financial Corporation January 2006 - November 2006
Countrywide Financial Corporation October 2003 - December 2005
Property Insight June 2003 - September 2003
HSBC February 2003 - May 2003
FTD.com February 2001 - February 2003
Skills
HTML, User Acceptance Testing, Technical Writing, Customer Relations, PowerPoint, Word, Planning, Excel, Problem Solving, Customer Service, Visio, Process Improvement, Documentation, Social Networking, Teamwork, Compliance, Troubleshooting, Adobe Acrobat, Microsoft Office, Business Analyst, SQL, SharePoint, CCMA, IVR, Symposium, Call center start-up, Call Center..., Call Center Development, Call Center, CTI, Genesys, Technical Documentation, Technical Analysis, Technical Support, Nortel Meridian, Avaya, Avaya IP Telephony, Nortel, VoIP, Cisco VoIP, ACD, Symon, Training, Train the Trainer, SDLC, Project Management, People Skills, RoboHelp, Scrum, MS Project
Education
California State Polytechnic University-Pomona 2000 — 2004
Electrical Computer Engineering
State Farm Insurance May 2009 - Present
HSBC October 2004 - November 2008
Fremont Compensation Insurance Co. / EICN 1993 - 2005
Skills
18 years insurance..., Home, Auto, Life and..., Commercial Insurance, Property & Casualty..., Banking, Microsoft Word, Microsoft Excel, Risk Management, Life Insurance, First Time Home Buyers, Umbrella Insurance, PowerPoint, Term Life Insurance, Outlook, General Insurance, Casualty, Team Building, Microsoft Office, Long-term Care, Disability Insurance, Health Insurance, Credit, Underwriting, Professional Liability, Sales, Account Management, Renters, Whole Life, Liability, Workers Compensation, Insurance, Retirement Planning, Marketing, Negotiation, Real Estate, FHA
Education
California State University, Fresno 1985 — 1990
BS, Finance
TD February 2015 - Present
HSBC August 2010 - October 2014
BMO Capital Markets 2009 - August 2010
TD Securities 2007 - 2009
Qualicom Innovations (BMO Nesbitt Burns) 2004 - 2007
Canadian Scholarship Trust 2003 - 2004
Alterna Savings 2001 - 2003
HSBC 1999 - 2000
Morgan Stanley Dean Witter 1997 - 1998
J. B. Oxford 1996 - 1997
Education
California State University-Fullerton 1996 — 1998
MBA, Finance and Financial Management Services
California State University-Dominguez Hills 1993 — 1996
BSc, Classical Finance
MidEast Gateway November 2012 - Present
HSBC March 2013 - June 2015
HSBC September 2007 - March 2013
Drinkone Project May 2011 - June 2012
SABB (HSBC) April 2002 - August 2007
Pepsi Bottling June 2001 - September 2002
US Census Bureau April 2000 - May 2000
Walt Disney World August 1999 - February 2000
Rexair LLC January 1998 - July 1999
Skills
Banking, Credit, Commercial Banking, Relationship Management, Strategic Planning, Portfolio Management, Risk Management, Loans, Credit Analysis, Financial Analysis, Wealth Management, Team Building, Financial Risk, Sales Management, Team Leadership, Cross Border Ventures, Middle East, Saudi Arabia, Internationalization, Leadership Studies, Arabic, Cross Border Business..., Cross Selling, AML, Small Business Lending, CRM, Corporate Finance, Credit Risk, FX Options, Finance, Investment Banking, Investments, Leadership, Management, Mergers & Acquisitions, Retail Banking, Trade Finance, Cross-functional Team..., Financial Services
Education
Harvard Business School
Executive Education, Strategic IQ
Georgetown University - The McDonough School of Business 2011 — 2012
Executive Masters (MS), Leadership
The Institute of Banking - Saudi Arabian Monetary Agency 2003 — 2005
Banking and Financial Support Services
California State University-Chico 1997 — 2001
Bachelor of Science (BSc), Marketing
Manarat AlRiyadh 1985 — 1993
High School
SunTrust Mortgage February 2007 - January 2009
Interfirst Wholesale Lending June 2002 - March 2006
HSBC 2005 - 2006
Indymac Bank March 1993 - April 2002
KPMG June 1980 - May 1983
Skills
Mortgage Lending, Mortgage Banking
Education
California State University-Long Beach - College of Business Administration 1977 — 1980
BS, Accounting
Long Beach City College 1976 — 1978
aa, Business Admin
Popular Community Bank May 2013 - Present
Aguas Tijuana's Juice Bar October 2010 - Present
HSBC December 2012 - May 2013
Western Federal Credit Union January 2009 - October 2010
First Federal Bank of California (One West Bank) December 2003 - January 2009
Citi (California Federal Bank) March 2001 - December 2003
City of Torrance September 1998 - August 2002
JCPenney November 1996 - January 2001
Skills
Banking, Organizational..., Microsoft Office, Team Building, Customer Relations, Coaching, Customer Service, Change Management, Web Design, English, Event Planning, Employee Relations, Education, Fundraising, Government Relations, Hiring, Internet, Mergers, Mentoring, Social Media, Online Marketing, Organizing, Public Relations, Product Development, Quality Assurance, Teaching, Testing, Windows, Sales, Recruiting, Finance, Program Management
Education
California State University-Dominguez Hills 1998 — 2003
Bachelor's Degree, Psychology
EDF Renewable Energy November 2008 - Present
EDF Renewable Energy (formerly enXco) November 2008 - December 2012
Citi January 2008 - November 2008
Platinum Community Bank October 2006 - October 2007
HSBC May 2003 - October 2006
State Street Bank - Residential Capital Management March 2002 - May 2003
Citi June 1997 - March 2002
Skills
Renewable Energy, Project Finance, Energy, Project Management, Team Building, Leadership, Business Development, Risk Management, Market Research, Wind, Finance, Contract Negotiation, Contract Management, Negotiation, Alternative Energy, Program Management, Mergers & Acquisitions, Change Management, Project Planning, Sales, Solar Energy, Budgeting, Cost Controls, Communications, Coaching, Cross-functional Team..., Administration and..., Expanding Market Share, Strategic Visioning, Developing Team..., Implementing Strategic..., Bilingual-English/Spanis..., Strategic Partnerships, Identifying Value..., Developing Commercial..., Loss Mitigation, Situational Leadership, Customer Oriented, Root Cause Problem..., New Business Development, Master Supply Agreements, Full project lifecycle..., Supplier Negotiation, Portfolio Performance..., P & L Ownership, Managing Stakeholders, Asset Management, Strategic Reporting, Operational Efficiency, Project Scheduling
Education
California State Polytechnic University-Pomona 1992 — 1997
Bachelor of Science (B.S.)
Commercial Negotiations Best Practices Conference
Charlotte, NC
Effective Communication and Management
University of San Francisco, CA
Managing Sales Organizations
Duke University, NYC, NY
Cox Automotive Media Group January 2008 - Present
The Ryness Company April 2006 - January 2008
HSBC July 2004 - April 2006
The Clorox Company March 2002 - July 2004
Advantage IQ 2001 - 2002
Skills
Consumer Insights, Customer Insight, Web Analytics, E-commerce, Segmentation, Market Research, Market Analysis, Competitive Analysis, Analytics, Forecasting, Data Analysis, Financial Analysis, Marketing Research, Marketing Strategy, Analysis, Product Development, Pricing, Business Intelligence, SAS, Social Media Marketing, Database Marketing, Big Data, Marketing Analytics, Business Strategy, Predictive Analytics, Enterprise Software, Leadership, Market Intelligence, CRM, Data Mining
Education
California State University-Hayward - School of Business and Economics 1996 — 1998
MS, Economics
California State University San Marcos 1992 — 1994
BA, Economics
HSBC 2008 - Present
Wells Fargo Investments 2006 - 2008
Wells Fargo Investments 2005 - 2006
Wells Fargo Investments 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Cash Management, Consultative Sales..., Project Management, Commercial Cards, virtual card, Connectivity Solutions, Banking, Relationship Management, Treasury Management, Commercial Banking, Portfolio Management, Financial Services
Education
California State Polytechnic University-Pomona
M.S., Economics
University of Southern California - Marshall School of Business
B.S., Finance and Business Economics
Fuller Theological Seminary
Th.M., Ethics
Fuller Theological Seminary
M.A., Biblical Studies and Theology
Integrated Quality & Project Services, LLC July 2008 - Present
HSBC January 2006 - July 2008
HSBC Mortgage Services October 2001 - January 2006
Household Finance June 1997 - January 2001
Skills
Six Sigma, Analysis, RAD, Process Review, Deployment, Visio, Statistics, DMAIC, DOE, MS Project, Black Belt, Process Improvement, Kaizen, Continuous Improvement, Word, Problem Solving, Excel, Microsoft Office, 5S, PowerPoint, FMEA, Change Management, Operational Excellence, Process Engineering, PMP, Statistical Software, Business Process..., Re-engineering, Microsoft Excel, Financial Services, Strategy, Integration, Project Management, Leadership, Management, CRM, Executive Management, Vendor Management, PMO, Program Management, Business Analysis, Training, Business Transformation, Lean Manufacturing, Quality Assurance, Operations Management, Risk Management, Employee Engagement, Portfolio Management, Mergers & Acquisitions
Education
University of Phoenix 1991 — 1993
Masters, Business Administration
California State University-Fullerton 1976 — 1980
Health and Physical Education/Fitness
American General Life Companies January 2011 - Present
Life Plans of USA March 2007 - Present
HSBC 2007 - 2011
Secured Funding 2005 - 2008
Thermo Fisher Scientific January 2004 - January 2005
Skills
Insurance, Direct Marketing, Sales Process, Project Management, Team Leadership, Start-ups, Email Marketing, Health Insurance, Small Business, CRM, Customer Retention, Direct Sales, Selling, Strategy, Fixed Annuities, Financial Services
Education
California State University-Chico 1998 — 2003
Business, Economics
La Costa Canyon 1994 — 1998
HSBC October 2014 - Present
HSBC April 2011 - September 2014
BBVA September 2010 - March 2011
Hermès March 2009 - September 2009
Ernst & Young September 2008 - February 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Bloomberg, Due Diligence, DCF, Mergers, Structured Finance, Capital Markets, M&A experience, French, Mergers & Acquisitions, Banking, Project Finance
Education
ESCP Europe 2007 — 2010
Master Grande Ecole, Corporate Finance
California State University-Fullerton 2006 — 2007
Bachelor of Arts, Business Administration
Université Paris Dauphine 2004 — 2007
License (L3), Management, Economics and Law
Guitar Center September 2011 - Present
Abrisa Technologies October 2007 - September 2011
Paychex April 2006 - October 2007
HSBC January 2004 - March 2006
Skills
Process Improvement, Software Documentation, Integration, Project Management, Outlook, IT Management, PowerPoint, Product Development, Manufacturing, ERP, Purchasing, Data Analysis, Inventory Management, Software Development, Access, Networking, Troubleshooting
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
Business Administration, Management of Information Systems
HealthCare Partners September 2014 - Present
Freelace Designer January 2008 - Present
HSBC October 2010 - December 2011
Newegg.com October 2007 - November 2009
Fong’s Graphics & Printing November 2004 - September 2007
International Media, Inc. April 2003 - November 2004
Skills
QuarkXPress, Digital Photography, Adobe Creative Suite, Brochures, Art Direction, Graphic Design, InDesign, Online Advertising, Marketing, Concept Development, Creative Direction, Advertising, Graphics, Logo Design, Mac, Integrated Marketing, Social Media, Adobe Acrobat, Web Design, Corporate Branding, Photoshop, Social Media Marketing, Illustrator, Photography, Email Marketing, Product Development, Facebook, Layout, Copywriting, HTML, CSS3, User Experience, Typography, Corporate Identity, Brand Development
Education
Mount San Antonio College 2009 — 2009
Certificate, Fashion Merchandising
California State Polytechnic University-Pomona 2000 — 2003
BA, Graphic Design
Risk Management and Organizational Development Professional March 2014 - Present
ING March 2011 - March 2014
Chiavetta Management Advisors March 2010 - April 2012
HSBC June 2008 - July 2009
HSBC August 2007 - May 2008
HSBC November 2001 - July 2007
Household Credit Services April 1988 - November 2001
Skills
Portfolio Management, Risk Management, Analytics, Banking, Financial Risk, Financial Services, Strategy, Vendor Management, Business Process, Program Management, Business Strategy, Change Management, Strategic Planning, Business Analysis, Credit Risk, Management Consulting, Project Management, Leadership, Credit Cards, Management, Information Security, Credit, Process Improvement, Financial Analysis
Education
University of San Francisco 1998 — 2000
Masters, Organizational Development
California State University-Chico 1980 — 1985
Bachelor of Science, Business Administration
Qualcomm November 2009 - Present
HSBC November 2004 - March 2009
TriTech Software Systems 1995 - 1999
Balboa Thrift & Loan 1983 - 1987
Skills
Human Resources, Management, Team Building, Budgets, Time Management, Troubleshooting, Accounting, Process Improvement, Visio, Vendor Management, Lotus Notes, System Administration, Microsoft Office, Software Documentation, Project Management
Education
California State University San Marcos 1992 — 1995
BS, Business Administration
Pacific Institute November 2009 - Present
HSBC April 2009 - December 2009
HSBC January 1973 - April 2009
St. Elizabeth High School September 1998 - June 2006
Skills
Event Planning, Microsoft Office, Customer Service, Administration, Foreign and Domestic..., System Administration, Training, Sales, Social Networking, Human Resources, Nonprofits, Recruiting, Time Management, Management, Coaching, Public Speaking, PowerPoint, Outlook, Fundraising, Microsoft Word, Data Analysis, Leadership, Change Management, Microsoft Excel, Community Outreach, Policy, Event Management, Social Media, Program Management, Volunteer Management, Data Entry, Teaching, Budgets, Editing, Marketing, Healthcare, Grant Writing, Strategic Planning, Program Development, Workshop Facilitation
Education
St. Elizabeth High School 1968 — 1974
California State University-East Bay 1973 — 1973
na, Speech Pathology
Wells Fargo Bank July 1992 - Present
Citi 2011 - 2014
Union Bank of California 2007 - 2008
U.S. Bank 2002 - 2004
Wells fargo bank 1999 - 2003
WaMu 2001 - 2002
Wells Fargo January 1999 - January 2001
HSBC 1999 - 2001
Skills
Relationship Management, Project Management, Banking, Financial Analysis, Loans, Mortgage Lending, Consumer Lending, Credit, Retail Banking, Sales Management, Real Estate, Investments, Portfolio Management, Management, Risk Management, Leadership, Finance, Business Development, Strategic Financial..., Business Planning, Credit Analysis, Wealth Management, Valuation, Commercial Lending, Asset Management, Customer Service, Sales, Cash Management, Mutual Funds, Loan Origination, Financial Services, Small Business, Small Business Lending, Commercial Banking, Residential Mortgages, Executive Management, Retirement Planning, Refinance, Equities, Financial Advisory, Investment Advisory, Mortgage Banking, Financial Planning
Education
California Coast University 2007 — 2011
Bonyan 1991 — 2008
California State University-Northridge
Landmark Education
Parthian
HSBC September 2013 - Present
PacTrust Bank August 2012 - September 2013
HSBC June 2010 - July 2012
San Diego National Bank November 2008 - January 2010
Bank of America February 2006 - January 2008
Pro Star Wireless January 2004 - January 2006
Skills
Customer Service, Banking, Series 63, Series 6, Life Insurance, Property & Casualty..., Management, Administrative..., Operational Risk, NMLS Licensed, Notary Public, Mortgage Lending, Investments, Commercial Banking, Loans, Credit, Retail Banking, Sales, Portfolio Management, Financial Services, Loan Origination, Mortgage Banking, Credit Analysis
Education
California State University-San Marcos 2004 — 2009
Bachelor of Arts (B.A.), Spanish
Universidad de Valladolid 2008 — 2008
Spanish
University of San Diego High School 2000 — 2004
High School/Secondary Diplomas and Certificates
Capital One August 2012 - August 2015
HSBC January 2010 - July 2012
HSBC Card Services December 2008 - December 2009
HSBC Card Services October 2006 - December 2008
Skills
Marketing, Credit Cards, Product Development, Analytics, Campaign Management, Direct Marketing, Portfolio Management, Marketing Strategy, Vendor Management, Forecasting, Strategic Planning, Management, Business Strategy, Project Management, Business Process..., Marketing Research, Marketing Communications, Regulatory Requirements, Real Estate, Branding, Budgeting, Partnerships
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
Master of Business Administration (MBA), International Finance
California Polytechnic State University-San Luis Obispo 1987 — 1992
Industrial Technology (BS), Industrial Production Technologies
VCF Research Group May 2009 - Present
HSBC January 2004 - April 2009
Famsa May 2002 - December 2003
Education
Queens College 1994 — 1997
BS, Management
California Coast University
BS, Finance
TrustID, Inc. April 2011 - Present
HSBC November 1997 - April 2011
HSBC January 1994 - 1997
Skills
Program Management, AML, Mobile Payments, Credit Cards, Payments, Financial Services, Risk Management, Security, Payment Systems, Banking, Fraud Detection, Online Fraud, Fraud Claims, Business Coaching, Credit, Team Leadership, Team Management, Cross-functional Team..., Operations Management, Executive Management, Analytics
Education
California State University-East Bay 1981 — 1983
BA, Business/Information technology
Set Tech, Inc. October 2013 - Present
Banc Home Loans a Division of Banc of California June 2013 - May 2015
South Pacific Financial Corp March 2012 - November 2012
Prospect Mortgage, LLC July 2010 - March 2012
First Pacific Financial January 2009 - June 2010
HSBC February 2004 - December 2006
MGIC August 2001 - February 2004
Morgan Stanley Dean Witter February 1998 - May 2000
Skills
Underwriting, Mortgage Banking, Investment Properties, Investments, Loan Origination, First Time Home Buyers, Residential Mortgages, FHA financing, Government Loans, Residential Homes, Non-Conforming, Mortgage Underwriting, Banking, Wholesale Lending, Semiconductor Industry, Information Technology, RAM, DRAM, Servers, Data Center
Education
California State University-Fullerton 1996 — 1999
BA, Business/Accounting
California State University-Fullerton 1996 — 1999
Bachelor’s Degree, Business Administration and Management, Emphasis in Accounting
Diageo April 2013 - Present
Nike September 2012 - June 2014
SymphonyIRI Group January 2011 - April 2013
Best Buy August 2005 - July 2012
Safeway August 2007 - January 2011
HSBC 2007 - 2007
Target June 2005 - August 2005
Skills
IRI, AC Nielsen, Nielsen, Microsoft Excel, PowerPoint, Data Analysis, Customer Service, Microsoft Office, Supply Chain, Inventory Management, Retail, Business Analysis, Strategic Financial..., Microsoft Word, Strategic Planning, Marketing, Leadership, Forecasting, Management, Cross-functional Team..., Analytics
Education
California State University-East Bay 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
HSBC September 1991 - December 1996
Skills
Financial Analysis, Financial Reporting, Cash Management, Accounts Payable, Accounts Receivable, GL Accounting
Education
California State University-Hayward - School of Business and Economics 1999 — 2001
MBA, Accounting and Finance
Certified Treasury Professional Jan 2011
Bank of America May 2014 - Present
Bank of America January 2012 - Present
Operational Risk Management, LLC June 2011 - November 2011
HSBC November 2005 - April 2011
HSBC February 2003 - November 2005
HSBC September 2000 - February 2003
Skills
Operational Risk..., Auditing, AML, Risk Management, Finance, Fraud, Credit Risk, Internal Controls, Portfolio Management, Management, Credit, Banking, Credit Cards, Operational Risk, Financial Services, Financial Risk, Process Improvement, Marketing, Marketing Strategy, Marketing Communications, Internal Audit, Quality Auditing, Compliance, Regulatory Requirements, Retail Banking, Relationship Management, Training
Education
California State University Stanislaus 1996 — 1999
BA, Psychology & Criminal Justice with concentration in Forensic Science
Hartnell College 1995 — 1997
Mount Saint Mary's College California 1994 — 1995
ExamWorks Clinical Solutions April 2012 - Present
Supermedia June 2009 - May 2011
GMAC Insurance January 2008 - June 2009
Ownit Solutions March 2003 - June 2007
HSBC January 2001 - March 2003
PinCo Insurance Services May 1994 - January 2001
Skills
Sales Management, Advertising, Fundraising, Consultative Selling, Customer Relations, Forecasting, Negotiation, Cold Calling, New Business Development, Microsoft Office, Team Building, Salesforce.com, Strategic Planning, Budgeting, Problem Solving, Excel, Online Marketing, SEM, PowerPoint, Contract Negotiation, Promotions, Mentoring, Social Media, Marketing Strategy, Pricing, Social Media Marketing, Outlook, Business Planning, Team Leadership, SEO, Insurance, Compliance, B2B, Solution Selling, WebEx, Medicare, Medicare Part D, Workers Compensation, Property & Casualty..., Medicare Set Aside, Selling, Marketing, Direct Sales, Sales, Customer Retention, Customer Service, Key Account Management, Sales Presentations, Lead Generation, Business Development
Education
California State University-Chico 1989 — 2011
B.S. in Business Administration, Marketing
Amador Valey
High School Diploma
Ohlone College
AA, Liberal Studies
Comcast 2014 - Present
Kohl's Department Stores January 2011 - February 2014
T-Mobile, USA May 2006 - January 2011
Wells Fargo April 2005 - May 2006
GE Capital November 2003 - April 2005
HSBC March 2001 - November 2003
Fairfield Resorts September 1999 - December 2000
Wal-Mart May 1997 - September 1999
Skills
Predictive Modeling, SAS, Statistical Modeling, Analytics, SAS programming, Segmentation, Credit Risk Scorecard..., Market Mixed Modeling, Forecasting, CART & CHAID, Cluster Analysis, Financial Services, Cross-functional Team..., CRM, Customer Acquisition, Business Intelligence, Database Marketing, Credit Risk, Portfolio Management, Strategy, Credit Cards, SAS Programming
Education
California Coast University 2001 — 2003
Master of Business Administration (MBA), Management
University of Arkansas 1995 — 1997
Master of Science (MSc), Statistics
University of Arkansas at Fayetteville 1993 — 1995
Master of Science, Applied Mathematics
HSBC May 2010 - June 2015
Staples April 2007 - May 2010
OfficeMax August 2006 - February 2007
Skills
Microsoft Office, Outbound Marketing, Cross Selling, Building Relationships, Small Business..., Personal Banking, Series 6, Series 63, Wealth Management, Retail Banking, Insurance, Relationship Management, CRM, New Business Development, Sales, Financial Services, Management, Banking, Customer Service
Education
California State University, Monterey Bay, Seaside, CA 2015 — 2016
Expected completion December 2016, Business Administration, Management, International Business
Las Positas College 2012 — 2015
Transfer, Business Administration
Frontline United Real Estate December 2014 - Present
Wells Fargo Home Mortgage January 2013 - October 2013
HSBC September 2010 - June 2011
Washington Mutual January 2008 - April 2009
Skills
Loan Servicing, Customer Service, Problem Solving, Computers, Customer Experience, Consumer Lending, Interpersonal Skill, Software Documentation, Teamwork, Loan Origination, Accounting, Outlook, Training, Credit, Mortgage Lending, Mortgage Banking, Sales, Finance, Banking, Team Building, Loans, Leadership
Education
California State University-Fullerton - College of Business and Economics 2006 — 2011
MBA, Finance
Echidna September 2010 - April 2015
NewsGuru September 2010 - May 2012
Sam's Club July 2009 - September 2010
Clarus Agency October 2008 - March 2009
SIFE September 2007 - June 2008
AdvanTel, Inc. June 2007 - August 2007
Stanford University February 2007 - March 2007
HSBC June 2005 - August 2005
Skills
Social Media, Online Communities, Marketing Strategy, Online Marketing, Digital Marketing, Retail, Marketing, Social Media Marketing, Cross-functional Team..., Management, Strategy, E-commerce, Leadership, Product Management, Start-ups, Email Marketing, Project Management, Web Analytics
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Business (Marketing) and Economics
Stanford Graduate School of Business
MBA Class: Building Innovative Brands, Marketing
American Pacific Mortgage February 2011 - Present
Granite Funding Group, a Division of American Pacific Mortgage April 2007 - Present
First Franklin June 2006 - April 2007
Decision One Mortgage 2005 - 2006
HSBC 2001 - 2005
Household Finance 2001 - 2005
Skills
Mortgage Banking, Mortgage Lending, Sales Management, FHA, Sales & Marketing..., Sales, Real Estate, Residential Homes, First Time Home Buyers, Refinance, Loan Origination, Loans, Small Business Lending, Credit, VA loans, Leadership, USDA, FHA financing, Real Estate Financing, Finance, Underwriting, Certified Mortgage..., Credit Analysis, Reverse Mortgages, Mortgage Underwriting, Government Loans, Banking, Commercial Lending, Investment Properties, Real Estate Economics, Loss Mitigation, Consumer Lending, Construction Loans, Financial Structuring, Home Equity Loans, Home Equity Lines of..., Commercial Mortgages, Loan Servicing, Mortgage Servicing, REO, Mortgage Marketing, VA Loans, FHA Financing
Education
California State University-Chico
TriNet April 2013 - Present
Ford May 2012 - April 2013
Verizon Wireless June 2008 - June 2011
HSBC October 2003 - October 2005
Skills
Sales, Business Development, Sales Management, Selling, Leadership, Sales Operations, Sales Process, Team Building, Salesforce.com, Real Estate, Customer Retention, Forecasting, Budgets, Customer Service, Team Leadership, Coaching, Strategic Planning, Customer Satisfaction, Direct Sales, Wireless, Telecommunications, Operational Efficiency, Business Strategy, Contract Negotiation, Leadership Development, Analytics, Confidentiality, Event Management, Strategic Financial..., Business Ethics, Multilingual, Hiring, Teamwork, Flexible Schedule, Innovation, Problem Solving, Outgoing, Quality, Able To Multi-task, Writing, Profitability, Flexible Working, Budgeting, Financial Planning, Organizing, Planning, Customer Relations, Profit, Management, Account Management
Education
California State University, Monterey Bay 2014 — 2016
Master of Business Administration (M.B.A.)
Sonoma State University 2004 — 2007
Bachelor of Science, Business Administration- Management, International Business, Human Resources
CTBC Bank July 2015 - Present
HSBC June 2013 - Present
Bank of America 2009 - 2011
Skills
Bilingual, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Photoshop, Customer Service, Leadership, Accounts Payable, Access, Banking, Sales, Finance, Mortgage Lending, Teamwork, Microsoft Office, Credit Cards, Data Entry
Education
Cal Poly Pomona 2007 — 2012
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Startup March 2015 - Present
Bayside Solutions April 2008 - November 2014
HSBC May 2005 - April 2008
American Marketing Association January 2004 - December 2004
Skills
Account Management, Salary Negotiation, Technical Recruiting, Talent Acquisition, Sourcing, Team Leadership, Vendor Management, Social Networking, Business Analysis, Customer Relations, Mentoring, Cold Calling, Process Development, Career Development, Direct Hires, talent mining, Executive Search, Customer Service, Benefits Negotiation, Screening Resumes, Management, Screening, Recruiting, Process Simulation, Human Resources, Leadership, Temporary Placement, Customer Satisfaction, SDLC, CRM, Talent Mining, Negotiation, Hiring, Building Relationships, Networking, Analysis, Temporary Staffing, Information Technology, Permanent Placement, Applicant Tracking..., Staffing Services, Consulting, Interviews, Contract Recruitment, Sales, College Recruiting, Talent Management, Business Development, Time Management, Marketing
Education
California State University-Chico 2001 — 2005
Business Administration, Double option; Marketing and Finance
Santa Rosa Junior College
B&T Insurance and Financial Services Inc. September 2014 - Present
Linfox May 2013 - August 2013
Media Services - California Lutheran University September 2011 - May 2013
HSBC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Intercultural..., Teamwork, Leadership, Customer Service, Sports Teams, Technical Support, Online Research, Cultural Diversity
Education
California Lutheran University 2010 — 2014
California Lutheran University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Capital One February 2014 - Present
Capital One June 2008 - February 2014
HSBC February 2004 - June 2008
Skills
Process Improvement, Workforce Management, Project Management, Management, Business Analysis, Service Level Management, Call Centers, Microsoft Excel, Analysis, Customer Service, Credit Cards, Credit, Business Process, Business Process..., Leadership, Microsoft Office, Relationship Management
Education
Portland State University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
California State University-Chico 2000 — 2004
Mathematics
MINDBODY, Inc. July 2015 - Present
MINDBODY, Inc. May 2014 - August 2015
MINDBODY, Inc. August 2013 - May 2014
Grade Potential Tutoring September 2009 - August 2013
Wells Fargo Financial February 2009 - September 2009
HSBC March 2007 - March 2009
Central Coast Magazine June 2006 - June 2007
Cal Poly San Luis Obispo 2005 - 2006
Skills
Sales, Cold Calling, Marketing, Salesforce.com, Account Management, Social Networking, Leadership, Customer Service, Marketing Strategy, Social Media, Social Media Marketing, CRM, Business Development, Marketing Communications, Lead Generation, Advertising, SaaS, Management, Sales Management, Public Speaking, Sales Process
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Journalism, Public Relations
Keller Graduate School of Management January 2010 - Present
HSBC 2006 - 2008
Enterprise Rent-A-Car 2005 - 2006
LMU 2004 - 2005
LMU 2004 - 2005
Skills
Leadership, Recruiting, Customer Service, Sales, Training, Team Building, Account Management, Sales Presentations, Finance, Marketing, Business Development, Performance Management, Time Management, Market Research, Salesforce.com, Lead Generation, Data Analysis, Financial Analysis, Sales Process, Budget, Budgets, Sales Management, New Business Development
Education
California Lutheran University 2005 — 2009
M.B.A., Management and Organizational Behavior
Loyola Marymount University 2001 — 2005
BBA, Management and Human Resources
Self-employed September 2007 - Present
Beautiful Creations by Angela 1992 - 2013
HSBC 1993 - 2007
Education
California State University-Long Beach 1985 — 1989
Business Administration and Management, General
Banning High School 1982 — 1985
HSBC
Skills
Financial Services, Management, Financial Modeling, Strategy, Business Analysis, Banking
Education
California State Polytechnic University-Pomona 1997 — 2003
HSBC Auto Finance April 2003 - Present
HSBC March 1993 - Present
Consumerportfolio Servoces June 1997 - April 2003
Beneficial Mortgage April 1994 - June 1997
Ford Consumer Finance May 1990 - April 1994
Consumer Portfolio Services January 1990 - March 1993
Education
University of Phoenix 1991 — 1993
MBA, Finance
California State University-Long Beach 1982 — 1985
BA, Political Science
Pacific Western Bank May 2010 - Present
Wachovia Bank April 2009 - May 2010
Caliber Accounting & Tax LLP January 2009 - April 2009
HSBC November 2005 - November 2008
Coast BMW Nissan February 1998 - February 2005
Skills
Finance, Business Development, Leadership, New Business Development, Credit, Customer Service, Banking, Sales, Loans, Financial Analysis, Insurance, Negotiation, Sales Management, Direct Sales, Real Estate, Management, Marketing
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Business Administration
JPMorgan Chase May 2014 - Present
Bank of America October 2012 - March 2014
Barclays Capital August 2011 - September 2012
HSBC 2006 - 2007
HSBC 2004 - 2006
Skills
Portfolio Management, Financial Modeling, Banking, Business Analysis, Financial Analysis, Equities, Loans, Finance, Analysis, Credit Risk, Management, Retail Banking, Risk Management, Team Management, Vendor Management, Relationship Management
Education
California State University-Fullerton
Master of Business Administration, Management
University of Mumbai
Master of Commerce, Business Management
University of Mumbai
Bachelor of Management Studies, Finance and Marketing
State Farm Insurance March 2009 - Present
Fall Creek Academy August 2011 - June 2015
Northwest Highschool August 2009 - May 2011
HSBC 2003 - 2009
Skills
Customer Service, Insurance, Sales, Negotiation, General Insurance, Claim, Liability, Coaching, Call Center, Teaching, Employee Training, Fundraising, Microsoft Excel, Call Centers, Property, Customer Satisfaction, Legal Liability, Microsoft Word, Nonprofits, Athletics, Time Management, Leadership, Analysis, Training, Team Building, Public Speaking, Commercial Insurance, Leadership Development, Team Leadership, Recruiting, Social Networking, Microsoft Office, PowerPoint, Marketing, Casualty, Mortgage Lending, Underwriting, Workers Compensation, Employee Benefits, Small Business
Education
Indiana University-Purdue University at Indianapolis 1997 — 2003
Bachelor of Science (BS), Business Administration and Management
California State University, Fresno 1996 — 1997
HSBC Retail Banking and Wealth Management July 2015 - Present
ACG Funding April 2014 - July 2015
Anplex Investment & Financial April 2010 - July 2015
HSBC June 2009 - March 2010
HSBC April 2005 - December 2008
Skills
Customer Service, Marketing, Financial Analysis, Microsoft Excel, Microsoft Office, Budgets, Negotiation, PowerPoint, New Business Development, Microsoft Word, Online Advertising, Project Management, Financial Reporting, QuickBooks, Relationship Management, Front Office, Loans, Sales Management, Employee Relations
Education
California State Polytechnic University-Pomona 1999 — 2001
Bachelor of Science (B.S.), Hospitality Administration/Management
UCSD 1997 — 1999
Bank of America December 2009 - Present
HSBC October 2006 - December 2009
Washington Mutual October 2003 - October 2006
Skills
Management, Banking, Financial Services, Credit, Retail Banking, Customer Service, Loans, Risk Management, Commercial Banking, Credit Analysis, Relationship Management, Leadership, Finance, Sales, Cross Selling, Financial Analysis, Commercial Lending, Investments, Consumer Lending, Mortgage Lending, Wealth Management, Strategy, Small Business Lending, Marketing, Sales Management, Cash Management, Program Management, Team Building, Loan Origination, Credit Cards, Mortgage Banking, Project Management, Public Speaking, Microsoft Office, Financial Modeling, CRM, Business Strategy, Investment Banking, Business Development, Analysis, Branch Banking, Process Improvement, Coaching, Event Planning, Financial Risk
Education
California State University-Dominguez Hills
MBA, Business
San Jose State University
Bachelors, Finance, Political Science
American Financial Network, Inc. August 2015 - Present
Summit Mortgage Corporation April 2009 - August 2015
RPM February 2008 - April 2009
Atlas MortgageServices July 2005 - February 2008
Entravision Communications June 2004 - July 2005
HSBC April 2001 - March 2004
Providian January 1999 - November 2001
The Associates November 1997 - June 1999
Household Credit Services July 1990 - August 1997
Skills
Finance, Contract Negotiation, Vendor Management, Competitive Analysis, Real Estate Financing, Retail, Residential Homes, Project Management, Mortgage Lending, Real Estate, Loans, Negotiation, Management, Business Development, USDA, Loan Origination, Refinance, Team Building, FHA, Mortgage Banking, Financial Analysis, Leadership, Financial Services
Education
California Polytechnic State University-San Luis Obispo 1986 — 1990
BS, Business Administration (Financial Management concentration)
Don Bosco Technical Institute 1980 — 1985
Associate of Science (A.S.), Automotive Technology
GP Strategies Corporation January 2014 - Present
HSBC December 2004 - 2012
HSBC June 1996 - March 2004
HSBC Card Services 1999 - 2003
Skills
Training, Management, Instructional Design, Needs Analysis, Employee Engagement, Change Management, Performance Management, Workshop Facilitation, Financial Services, Coaching, Process Improvement, Business Analysis, Project Management, Program Management, Instructor-led Training, E-Learning, Blended Learning, Budgets, Banking, Relationship Management, Organizational..., Customer Service, Business Process..., Training Delivery
Education
California State University-Fresno 1990 — 1995
Bachelor of Arts (BA), Psychology
HSBC August 2010 - Present
HSBC August 2008 - August 2010
Exclusive Lifestyle and Fitness Center 2005 - 2009
Bank of America 2000 - 2007
Skills
Underwriting, Investments, Banking, Risk Management, Finance, Microsoft Office, Wealth Management, Relationship Management, Investment Strategies, Business Development, Commercial Banking, Credit, Strategic Planning, Portfolio Management, Credit Analysis, Credit Risk
Education
California State University-Long Beach 1998 — 2000
B.S., International Business & Finance
University of Illinois at Urbana-Champaign 1993 — 1996
Restaurant Management
Delbert Services Corporation April 2012 - Present
LACERA January 2011 - January 2012
HSBC February 2002 - January 2010
Allstate insurance company January 1999 - January 2001
Skills
Negotiation, Training, Accounting, Credit, Loans, Credit Analysis, Mortgage Lending, Financial Analysis, Financial Services, Team Building, Coaching, Consumer Lending, Outlook, Cold Calling, PowerPoint, Business Process..., Business Development, Leadership Development, Public Speaking, Data Analysis, Sales Management, Account Management, New Business Development, Marketing, Management, Budgets, Customer Service, Performance Management
Education
University of La Verne 2008 — 2011
Bachelor of Science, Business Administration
California State Polytechnic University-Pomona 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nautilus Insurance Group November 2007 - Present
HSBC June 2004 - November 2007
Skills
Property & Casualty..., Excess & Surplus Lines, Commercial Lines, Underwriting, Excess, Insurance, Commercial Insurance, General Insurance, Liability
Education
California State University-Chico 1996 — 2000
Bachelor of Science (B.S.)
TekSystems Consultant at TIAA-CREF August 2013 - Present
TekPartners Consultant at Bank of America March 2013 - June 2013
Lash Group March 2009 - March 2013
Bank of America February 2008 - January 2009
HSBC March 1997 - October 2007
Skills
Business Analysis, Business Requirements, Requirements Gathering, Process Improvement, SDLC, SharePoint, Business Process, Data Warehousing, Microsoft SQL Server, ETL, Databases, Project Planning, Visio, Enterprise Software, Software Documentation, Management, Business Intelligence, Vendor Management, Requirements Analysis, Software Project..., MS Project, Access, Quality Assurance, Systems Analysis, Troubleshooting, Data Analysis, SQL, User Acceptance Testing, Business Process..., Testing, Integration, Crystal Reports, Agile Methodologies, Agile Project Management, Analysis, Software Development, PMP, Program Management, Project Portfolio..., Microsoft Project
Education
California Polytechnic State University-San Luis Obispo
Business Administration and Management, General
Mondelēz International February 2013 - Present
T-Mobile USA January 2009 - January 2013
HSBC April 2007 - October 2008
HSBC May 2005 - April 2007
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Masters of Business Administration
California State University Stanislaus 2000 — 2004
BA, Criminal Justice
Pacific Medical November 2011 - Present
Service Champions December 2010 - November 2011
Club Sport of Pleasanton March 2006 - November 2010
Monster June 2007 - August 2009
HSBC August 2005 - June 2007
Plumas National Forest Interagency Hotshot Crew June 2002 - July 2005
Skills
Training, Recruiting, Presentations, Program Management, Management, Customer Service, Fitness, Wellness, Leadership, Process Improvement, Public Speaking, Time Management, Sales, Leadership Development, Sales Operations
Education
California State University-Chico 1999 — 2005
Bachelors of Science
HSBC
Skills
Credit, Risk Management, Financial Services, Banking, Process Improvement, Financial Analysis, Portfolio Management, Operational Risk, Relationship Management, Vendor Management, Loans
Education
California State Polytechnic University-Pomona 1982 — 1986
Eurodrip USA November 2014 - Present
Best Buy January 2011 - November 2014
Best Buy December 2009 - January 2011
HSBC September 2003 - April 2009
Skills
Team Building, Inventory Management, Process Improvement, Training, Operations Management, Sales, Leadership, Microsoft Excel, Team Leadership, Retail, Customer Satisfaction, Analysis, Budgets, Coaching, Customer Service, Forecasting, Inventory Control, Logistics, Management, Microsoft Office, Performance Management, Project Management, Strategic Planning, Time Management
Education
California State University, Fresno 1997 — 2003
BS, Business Administration - Entrepreneurship
AutoAnything 2012 - Present
AutoAnything 2010 - 2012
Automotive Finance Corporation 2010 - 2010
AutoAnything 2009 - 2010
HSBC 2007 - 2008
HSBC 2001 - 2007
HSBC 2000 - 2001
Household International 1994 - 2000
Ernst & Young 1991 - 1994
Education
California State University-Fullerton 1987 — 1992
HSBC April 2013 - Present
Raymond Chabot Grant Thornton January 2011 - February 2013
Société Générale Corporate and Investment Banking February 2007 - January 2011
BPCE May 2006 - November 2006
Skills
Financial Modeling, Credit, Investment Banking, Mergers, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
California State University Stanislaus 2005 — 2006
M. Sc Business Administration, International Finance
University of Paris I: Panthéon-Sorbonne 2002 — 2005
Maîtrise - Titre d'ingénieur maitre, Banque / Finance / Assurance
Université Paris Descartes 2000 — 2002
DUT, Finance - Comptabilité
Capital One May 2012 - January 2013
HSBC July 1989 - April 2012
Digital Research October 1984 - July 1989
Skills
Budgets, Vendor Management, Business Analysis, Project Management, Analytics, Management, Banking, Analysis, Time Management, Portfolio Management, Operations Management, Credit Cards, Change Management, Credit, SDLC, Credit Risk, Risk Management, Process Improvement, Financial Services, Business Process..., Customer Service, Financial Analysis, Leadership, Retail Banking, Cross-functional Team..., Customer Experience, Call Centers, Customer Satisfaction, Team Building, Quality Auditing, Team Leadership, PMO, Business Strategy, Financial Risk, Product Management, Purchasing, Program Management, Relationship Management, Strategic Planning, Performance Management, Six Sigma, PMP, Forecasting, Project Portfolio..., CRM, Outsourcing, Strategy, Business Process, Team Management, Executive Management
Education
San Francisco State University 1980 — 1981
MBA, Business Administration
California Polytechnic State University-San Luis Obispo 1977 — 1980
BS, Business Adminsitration
TIAA-CREF January 2014 - Present
Bank of America March 2012 - January 2014
Wachovia, A Wells Fargo Company February 2003 - March 2012
HSBC June 1996 - February 2003
Providian Financial September 1991 - June 1996
Skills
Credit Risk, Credit Analysis, Credit, Loans, Underwriting, Portfolio Management, Banking, Consumer Lending, Risk Management, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2003 — 2008
PhD Candidate, Economics
California State University, Fresno 1986 — 1991
BA, Economics
Wells Fargo March 2013 - Present
JP Morgan Chase June 2008 - February 2013
HSBC January 2006 - December 2007
HSBC November 2004 - December 2005
HSBC June 2001 - September 2004
HSBC August 1999 - May 2001
Skills
Financial Markets, Treasury Management, Cash Management, Treasury Services, Banking, Loans, Credit, Commercial Lending, Credit Analysis, Risk Management, Financial Analysis, Succession Planning, Commercial Banking, Finance, Financial Services, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science (B.S.), Finance
University of Phoenix 2015 — 2016
Master of Science (M.S.), Accountancy
HSBC April 2011 - Present
Silicon Valley Bank April 2009 - April 2011
Silicon Valley Bank August 2007 - February 2009
ABN AMRO Bank 2005 - 2007
CSAA 2004 - 2005
HSBC 1996 - 1996
Mattel 1994 - 1995
Skills
Banking, Cash Management, Commercial Banking, Portfolio Management, Payments, Relationship Management, Credit, Finance, Treasury Management, Commercial Lending, Credit Analysis, Corporate Finance, Financial Analysis, Financial Risk, Financial Services, Risk Management
Education
California State University-Fullerton 1993 — 1994
MBA, Finance
San Diego State University-California State University
Bachelor of Science (BS), Finance, General
HSBC January 2013 - Present
Fruchter Rosen & Co Certified Public Accountants December 2014 - May 2015
Manhattan District Attorney's Office January 2014 - August 2014
VITA/TCE January 2014 - April 2014
OneWest Bank November 2005 - August 2012
Skills
Banking, Employee Relations, Onboarding, Customer Service, Cash Management, Team Building, Branch Banking, Sales, Interviews, Performance Management, Management, Finance, Small Business Lending, Lines Of Credit, Leadership, Consumer Lending, Training, Relationship Management, Retail Banking, Branch Management, Financial Services, Portfolio Management, Cross Selling, Deposits, Risk Management, KYC, AML, Operational Risk, Operational Risk...
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Science (MS), Accounting
California State University-Long Beach 2003 — 2006
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
HSBC February 2015 - Present
Maybank January 2013 - Present
Maybank January 2011 - August 2013
JFPS Group June 2010 - December 2010
Linguaphone January 2007 - December 2007
Skills
Event Management, Business Strategy, Market Research, Marketing Strategy, Public Relations, Advertising, Customer Service, Marketing, Social Media, Press Releases, Marketing Communications, Strategic Planning, Management, Business Development, Sales
Education
California State University-Long Beach - College of Business Administration 2008 — 2010
Bsc, Marketing
HSBC May 2011 - Present
Comerica Bank October 2009 - May 2011
Comerica Bank June 2006 - October 2009
Comerica Bank August 2004 - June 2006
Skills
Banking, Credit, Credit Analysis, Customer Service, Lines Of Credit, Loans, Middle Market, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelors, Agricultural Business w/ a Concentration in Finance & Appraisal
PMI Buffalo Chapter June 2015 - Present
HSBC November 2014 - Present
HSBC January 2013 - January 2015
HSBC January 2011 - December 2012
HSBC April 2004 - December 2010
HSBC February 2001 - March 2004
HSBC May 1997 - February 2001
First Federal Savings & Loan May 1995 - May 1997
TRW Credit Data Svc April 1990 - May 1995
Skills
Project Management, Global Deployment, Software Development, Building Relationships, SDLC, Vendor Management, Requirements Gathering, Business Analysis, Requirements Analysis, Software Project..., PMO, Project Portfolio..., IT Management, PMP, IT Strategy, Business Intelligence, Risk Management, Change Management, Management, Banking, Project Delivery, Business Requirements, Systems Analysis
Education
Saint Bonaventure University 1998 — 2000
MBA
California State Polytechnic University-Pomona 1989 — 1990
BS, Business Information Systems
Monterey County January 2011 - Present
AMYX & Northrop Grumman Corp June 2009 - January 2011
svmh June 2008 - June 2009
HSBC 1989 - 2008
Education
California State University, Fresno
BS, Human Resources
BofA October 2012 - April 2013
HSBC 2011 - 2012
Coldwell Banker August 2005 - September 2007
Option One Mortgage 1999 - 2007
Beaver Medical Clinic 1993 - 1999
Skills
Accounts Payable, Insurance, FHA, PowerPoint, Microsoft Excel, First Time Home Buyers, Short Sales, Sales, Selling, Marketing, Microsoft Office, Customer Service, Outlook, Accounts Receivable, Investment Properties, Loans, Negotiation, Mortgage Lending, Real Estate, Microsoft Word
Education
California State Polytechnic University-Pomona
Business
Ontario International Air Academy
Honor Roll, Airlines
Yucaipa High
HSBC Broker OwnerCalifornia Pacific Investments & Realty2010 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2006
Finance
Honda of Santa Maria January 2011 - Present
HSBC June 2003 - April 2009
HSBC February 2002 - May 2003
Skills
Banking, Business Development, Consumer Lending, Credit, Customer Satisfaction, Finance, Financial Services, Human Resources, Insurance, Leadership, Loans, Management, Sales, Sales Management, Sourcing, Team Building, Team Leadership, Training
Education
MBA - University of Phoenix 2001 — 2003
MBA - Master of Business Administration, Global Management
California State University-Long Beach - College of Business Administration 1998 — 2001
BS - Bachelor of Science, Business Administration: Management Information Systems
Anschutz Entertainment Group (AEG) July 2008 - July 2011
Anschutz Entertainment Group (AEG) October 2006 - July 2008
HSBC February 2002 - October 2006
Rain Bird Golf November 2000 - December 2001
Verizon June 2000 - September 2000
Skills
Email Marketing, CRM, HTML, SQL, Dreamweaver, Database Administration, Relational Databases, Business Intelligence, Marketing Analytics, Reporting Systems, Data Warehousing, Systems Analysis, Web Design, Lead Generation, Microsoft SQL Server, Teradata, ExactTarget, Microstrategy, Marketing Strategy, Databases, Analytics, Database Marketing
Education
Cal Poly Pomona
Bachelor of Business Administration (BBA), Computer Information Systems
Capital Realty Services, Inc. April 2014 - Present
Quality First Mortgage December 2012 - Present
Access National Bank October 2011 - March 2012
Presidential Bank August 2007 - October 2011
HSBC July 2006 - July 2007
BB&T July 2004 - June 2006
Provident Bank (Cincinnati Oh) November 1996 - September 2003
Union Bank July 1975 - August 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Commercial Mortgages, Investments
Education
California State University-Long Beach - College of Business Administration 1972 — 1975
BS - Finance, Corporate Finance
LADWP June 2015 - Present
Green Tree August 2014 - May 2015
HSBC January 2013 - March 2014
HSBC May 2002 - January 2013
Skills
Credit, Customer Service, Microsoft Office, Policy, Process Improvement, Leadership, Forecasting, Microsoft Excel, Financial Analysis, Training, Management, Team Building, Coaching, Time Management, Risk Management, Banking, Finance, Credit Analysis
Education
California State Polytechnic University-Pomona
BS, Business Administration
HSBC January 2015 - Present
HSBC January 2013 - January 2015
HSBC November 2010 - October 2011
HSBC Card Services December 2008 - February 2010
HSBC Card Services December 2007 - December 2008
HSBC Card Services June 2007 - December 2007
First Direct March 2005 - December 2005
HSBC Card Services February 2001 - March 2005
Household Credit Services February 2000 - February 2001
Household Credit Services June 1999 - February 2000
Skills
Employee Engagement, Organizational..., Talent Management, Culture, Culture Change, Project Management, Personnel Management, Recruiting, Employee Relations, Human Resources, Leadership Development, Succession Planning, Deferred Compensation, Leadership, Vendor Management
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S. Business Administration, Human Resources
JFK University 2004 — 2006
M.A., Career Development
Metropolitian Home Mortgage February 2014 - Present
New American Funding January 2013 - February 2014
Impac Mortgage Corp. August 2009 - January 2013
Bank of America January 2009 - September 2009
HSBC October 2008 - November 2008
AIG Wholeslae Lending Division/ Wilmington Financial December 2007 - September 2008
ResMAE Mortgage Corporation - Citadel Investment Group February 2004 - December 2007
Long Beach Mortgage subsidiary of WAMU 1999 - 2004
Education
California State University-Long Beach 1992 — 1997
Speech Communications, Speech Communication and Rhetoric
HSBC August 1989 - Present
HSBC September 1989 - November 2012
Skills
Banking, Credit, Financial Services, Mortgage Lending, Loans, Consumer Lending, Business Analysis, Financial Risk, Management, Operational Risk, Training, Credit Risk, AML, Portfolio Management, Risk Management, Anti Money Laundering, Process Improvement
Education
American Bankers Association 2007 — 2007
Certificate of Completion, Compliance School
California State Polytechnic University-Pomona
Finance, General
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
Epicor Software August 2014 - Present
Epicor Software December 2010 - July 2014
HSBC December 2003 - March 2009
Foresters Financial September 2001 - September 2003
Prudential Financial January 1996 - September 2001
The Good Guys! August 1990 - January 1996
Skills
Sales Management, Banking, Credit, Insurance, Salesforce.com, Account Management, Sales, Mortgage Lending, Cold Calling, Sales Process, Investments, Relationship Management, Direct Sales, New Business Development, Strategic Financial..., Negotiation, Retail, Competitive Analysis, Training, Solution Selling, Coaching, Process Improvement, Lead Generation, CRM, Customer Satisfaction, Strategic Planning, Customer Retention, Team Building, Team Leadership, Business Strategy, Recruiting, Management, Sales Presentations, Leadership, Business Development, B2B, Sales Operations, Customer Service, Contract Negotiation, Enterprise Software, Selling, Strategy, Human Resources, Forecasting, Product Marketing, Vendor Management, Cross-functional Team..., Marketing, Enterprise Solution..., ROI Justification
Education
California State University-East Bay
BS, Business Administration-Finance
Capital One May 2012 - Present
HSBC January 2008 - May 2012
Household Finance January 2000 - January 2008
Household Finance October 1989 - January 2000
Skills
Requirements Gathering, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Business Requirements, Requirements Analysis, Business Analysis, Credit Cards, Financial Services, Visio, Banking, SDLC, Risk Management, Process Improvement, User Acceptance Testing, Governance, Team Management, Vendor Management
Education
California State University-Stanislaus
Bachelor's degree, Geography
ADP Dealer Services March 2012 - Present
ADP Dealer Services January 2008 - Present
HSBC January 2006 - October 2007
ADP Dealer Services July 2001 - January 2006
Skills
Enterprise Software, Customer Retention, Sales Process, Account Management, Cold Calling, SaaS, Salesforce.com
Education
California State University-Fullerton
Bachelor, Business Administration
Bank of America April 2011 - Present
HSBC January 2006 - January 2009
Education
California State University-San Marcos 1996 — 1998
Bachelor of Science (BS), Business/Corporate Communications
Pasadena City College 1990 — 1992
Associate of Science (A.S.), General Studies
Paramount Equity August 2015 - Present
Discover Home Loans February 2012 - August 2015
Chase September 2008 - February 2012
HSBC July 2006 - July 2008
Skills
Customer Service, Credit, Banking, FHA, Loan Origination, Finance, Residential Mortgages, Mortgage Banking, Loans, Management
Education
California State University-Fullerton 2009 — 2011
Bachelor's degree, Philosophy
CE July 2003 - Present
HSBC May 1999 - April 2003
Skills
IT Management, IT Service Management, IT Solutions
Education
California State University-Fullerton
BA, Information Technology
HSBC July 2014 - Present
Farmers Insurance October 2013 - Present
Comcast July 2010 - August 2011
Skills
Sales, Direct Sales, Customer Service, Mandarin, Cantonese, Microsoft Office, Microsoft Excel, Microsoft Word
Education
California State University-East Bay 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Chabot College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Bank of America July 2010 - Present
HSBC October 2009 - July 2010
Freed Maxick CPAs, P.C. August 2008 - March 2009
McGladrey January 2005 - August 2008
Bank of America October 2000 - January 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Banking, Financial Risk, Risk Management, Operational Risk, Accounting, Auditing, Finance, Sarbanes-Oxley, SSAE 16, Reg AB, GAAP, CPA, Internal Controls, Employee Benefits, Sarbanes-Oxley Act
Education
Cal State Fullerton
Bachelor of Arts (B.A.), Accounting