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.
HSBC Salaries. You can even request information on how much does HSBC pay if you want to. Learn about salaries, pros and cons of working for HSBC directly from the past employees.
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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
BlackRock August 2015 - Present
HSBC May 2015 - August 2015
Goldman Sachs February 2010 - April 2015
KPMG US September 2007 - February 2010
Skills
Financial Analysis, Business Valuation, Financial Reporting, Finance, Risk Management, Internal Controls, Auditing, Accounting
Education
Fordham University 2003 — 2007
Bachelor's degree, Accounting and Finance
New Track Education Consulting Co.,Ltd June 2013 - August 2013
DBS Bank July 2011 - August 2011
HSBC June 2011 - July 2011
Skills
Economics, Microsoft Office, Windows Office Access, Eviews, Mandarin, Cantonese, Japanese, Communication Skills, Time Management, Public Speaking, Fundraising, Document Management, Teaching English as a..., Kendo
Education
Fordham University 2013 — 2014
Bachelor of Arts (B.A.), Economics
University of Oklahoma 2010 — 2013
Capital One 2012 - Present
HSBC October 2010 - April 2012
HSBC 2005 - 2010
Skills
Banking, Credit, Fraud, Loans, Process Improvement, Risk Management, Compliance Management, Chargebacks, Finance, Financial Modeling, Database Design, Process Management, Project Management, Analytics, Strategy, MIS, Regulatory Requirements, Portfolio Management, Business Analysis, Investments, Financial Services, Financial Analysis, Analysis, Call Centers, Credit Cards, Application Architecture
Education
Fresno City College
Hartnell College
University of Minnesota January 2013 - Present
University of Minnesota September 2012 - Present
Medtronic-Covidien Interventional Lung Solutions June 2015 - August 2015
Chengdu Hangmei Education Consulting Company June 2012 - August 2012
University of Minnesota September 2011 - December 2011
HSBC May 2010 - August 2010
Skills
Scientific Computing, Numerical Analysis, C++, Statistics, MPI, Applied Mathematics, Matlab, Python, Fortran, Julia, Mathematical Modeling, R, Science, HTML, SSH Client, Shell Scripting, Optimal Control, Scientific Writing, Tecplot, PETSc, Doxygen, Mathematica, OpenGL, LaTeX, Visual Studio, MathLink, Win32 API, GLUT, C#
Education
University of Minnesota-Twin Cities 2012 — 2017
Doctor of Philosophy (PhD), Computational and Applied Mathematics
University of Minnesota-Twin Cities 2015 — 2016
Doctor of Philosophy (PhD) Minor, Computer Science
University of Minnesota-Twin Cities 2014 — 2016
Master of Science (MS), Computer Science
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Science (B.Sc.), Mathematics
Fudan University 2007 — 2009
Computer Software Engineering
Chengdu No.7 High School 2004 — 2007
Nissan Motor Acceptance Corporation August 2014 - Present
Nissan Motor Acceptance Corporation January 2012 - Present
Harley-Davidson Financial Services May 2010 - December 2011
Aviall May 2009 - May 2010
HSBC May 2004 - August 2008
Wells Fargo May 2003 - May 2004
Cessna Aircraft Company December 1997 - May 2003
Skills
Credit, Customer Service, Financial Analysis, Finance, Credit Analysis, Forecasting, Risk Management, Process Improvement, Loans, Financial Modeling, Banking, Analysis, Credit Risk, Pricing, Microsoft Excel
Education
Friends University 2000 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Hesston College 1994 — 1997
Associate of Arts (A.A.), Aviation/Airway Management and Operations
HSBC salesMax Office International Limited2006 - 2008
Max Office International Limited 2006 - 2008
Max Office International Limited 2006 - 2008
Max Office International Limited 2006 - 2008
Max Office International Limited 2006 - 2008
Max Office International Limited 2006 - 2008
Max Office International Limited 2006 - 2008
Max Office International Limited 2006 - 2008
Education
Fullerton College 1990 — 1996
Bachelor's degree, Accounting and Business/Management
USCIB-United States Council for International Business March 2015 - Present
USCIB-United States Council for International Business November 2012 - Present
USCIB-United States Council for International Business November 2012 - June 2013
HSBC November 2011 - November 2012
Skills
Social Media, Event Planning, Marketing Communications, Social Media Marketing, Marketing, Microsoft Office, Nonprofits, Marketing Strategy, Customer Service, Research, PowerPoint, International Trade, International Business, Retail Banking
Education
Fordham University 2007 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Apple Retail August 2009 - Present
Guitar Center February 2005 - August 2009
HSBC January 2008 - August 2008
Skills
Playing and recording..., Logic Pro, Pro Tools, Problem Solving, Customer Service, Technical Support, Apple OS, Recording, iWork, Composition, Drums, OS X, Video Editing, Music, Audio Engineering, iPod, iPhoto, iTunes, Keynote, iLife, Social Networking, iOS, Mac OS, iPhone, iPad, Live Sound
Education
Full Sail University 2011 — 2013
In Music production and Science program., Audio
Portland Bible College 2004 — 2006
CIBC March 2015 - Present
Bloomberg LP November 2014 - December 2014
China General Chamber of Commerce, USA November 2013 - May 2014
Accenture March 2012 - May 2012
HSBC March 2011 - May 2011
Skills
Corporate Finance, Financial Analysis, Finance, Analysis, Microsoft Excel, Portfolio Management, Data Analysis, Financial Modeling, Valuation, Economics, Bloomberg, Accounting, Financial Reporting, Strategic Financial..., Teamwork, English, Fixed Income, PowerPoint, Investment Banking, Derivatives, Financial Accounting, Business Strategy, Bloomberg Terminal, SQL, Mergers & Acquisitions, Options Strategies, Option Valuation
Education
Fordham University 2012 — 2013
Master's degree, global finance
Fordham University 2012 — 2013
Master of Science (MS), Finance, General
Zacharias Insurance Agency, LLC September 2011 - Present
Zacharias Insurance Agency, LLC September 2011 - August 2014
Liberty Mutual Insurance November 2007 - September 2011
Sigma Lending Group June 2006 - October 2007
Ameriquest Mortgage Company August 2004 - June 2006
HSBC February 2003 - August 2004
knox financial January 2002 - February 2003
Skills
Insurance, Property & Casualty..., Life Insurance, Customer Service, Health Insurance, Commercial Insurance, Fixed Annuities, Workers Compensation, Term Life Insurance, Employee Benefits, Sales, Legal Liability, Umbrella Insurance, General Insurance, Disability Insurance, Casualty, Whole Life, Cold Calling, Liability
Education
University of Maryland University College 2009 — 2012
Masters, Masters of Business Administration
Frostburg State University 1996 — 2000
Bachlors of Arts, Mass Communication
great mills 1993 — 1996
High School Diploma, Certifcate of Merit
HSBC May 2015 - Present
HSBC February 2013 - Present
HSBC August 2012 - February 2013
HSBC June 2010 - August 2012
HSBC July 2009 - June 2010
Citi May 2006 - April 2009
Skills
Microsoft Excel, Microsoft Office, MS Project, Project Planning, Financial Reporting, Organizational..., Commercial Banking, Leadership, PowerPoint, Risk Management, Banking, Time Management, Relationship Management, Business Analysis, Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Management / Marketing Dual Major
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Saint Francis Prep 2001 — 2005
Advanced Regents Diploma, 98
PlanNet Consulting November 2012 - Present
Amgen September 2012 - November 2012
HSBC July 2012 - September 2012
East West Bank March 2012 - July 2012
Electronic Arts July 2011 - June 2012
PricewaterhouseCoopers April 2010 - August 2011
IKON Office Solutions March 2009 - April 2010
Jordan Precision August 2008 - March 2009
IndyMac 1996 - 2007
Indymac Bank 1995 - 2007
Skills
Vendor Management, Data Center, Business Continuity..., Construction, Benchmarking, Disaster Recovery, Process Improvement, Project Management, Change Management, Program Management, Business Continuity, Team Building, IT Management, Strategic Planning, Budgets, Team Leadership, Operations Management, Contract Negotiation, Project Planning, IT Strategy, Executive Management, Mergers, Leadership, Business Analysis, Project Portfolio..., Analysis, BCM, Visio, Facilities Management, Asset Managment, Contract Management, Negotiation, Information Technology, PMO, Business Process..., Sarbanes-Oxley Act, Banking, Integration, Business Process..., Financial Analysis, Outsourcing, Forecasting, Management Consulting, Risk Assessment, Sales, Management, RFP, IT Service Management, Account Management, Cloud Computing
Education
The Ohio State University 1999 — 2001
BSBA, Business
Franklin University 1998 — 2001
yes, Business Administration
Orange High 1987 — 1990
LLamasoft, Inc. July 2014 - Present
The Parthenon Group October 2013 - November 2013
Research and Engineering Education Facility, University of Florida June 2013 - August 2013
HSBC June 2011 - August 2011
Skills
C++ Language, VBA, Matlab, CPLEX, R, Microsoft Excel, Operations Research, Optimization, Mathematical Modeling, Algorithms, C++, Minitab, Statistics
Education
University of Michigan 2012 — 2014
Master of Science (M.Sc.), Industrial Engineering, 3.93/4.00
Fudan University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Durham Park Group May 2014 - August 2014
Georgetown University September 2013 - May 2014
HSBC July 2012 - August 2012
European Union Chamber of Commerce in China March 2012 - June 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, International Relations, Energy Security, Environmental Issues, China studies, Civil Society, Google Apps, Photoshop, Event Planning, Social Media, Leadership, Public Speaking
Education
Georgetown Univesity 2013 — 2015
Master of Arts (MA)
Fudan University 2009 — 2013
Bachelor of Arts (B.A.)
SmartNow May 2015 - Present
eBay September 2011 - April 2015
eBay October 2008 - August 2011
eBay January 2007 - September 2008
AAA January 2006 - December 2006
HSBC January 2003 - January 2006
Ford Motor Company June 2001 - September 2001
Merrill Lynch July 1999 - July 2000
Skills
SQL, Photoshop, Fireworks, Product Management, E-commerce, Market Research, Forecasting, Analytics, Product Marketing, Product Strategy, Segmentation, Competitive Analysis, Marketing Strategy, Online Marketing, Business Strategy, Social Media, Team Leadership, Social Networking, Program Management, Online Advertising, Adobe Fireworks, Business Development, Cross-functional Team..., Product Development, Strategy, User Experience, Strategic Partnerships, Start-ups, SEM, SEO, Mobile Devices, Marketing Management, Marketing, CRM, Social Media Marketing, Management, Multi-channel Marketing, Business Planning, Leadership, Strategic Planning, Digital Marketing, Web Analytics, Enterprise Software, Email Marketing, Sales, Consulting, Content Strategy, New Business Development, Lead Generation, Digital Strategy
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing and International Management
Fundação Getulio Vargas 2001 — 2001
MBA EAP, MBA
University of California, Los Angeles 1991 — 1996
BA, History
Sciences Po Toulouse 1995 — 1996
UC EAP, Political Science
Support.com September 2014 - Present
Prospect Park Realty March 2014 - July 2014
Santander Bank, N.A. September 2012 - September 2013
Columbia University December 2011 - February 2012
Prison Health Services July 2009 - January 2011
HSBC June 2007 - March 2009
Broadview Networks September 2006 - October 2006
Brooklyn Children's Museum July 2005 - February 2006
Skills
Microsoft Office, Customer Experience, Customer Service, Office Administration, Clerical Skills, Administrative Support, Retail Banking, Direct Sales, Computer Science, Computer Hardware, Computer Repair, Typing, Community Outreach, Group Presentations, Customer Presentations, Mac OS X, iWeb, Photoshop, Audio Engineering, Music Production, Audio Mixing, Audio Editing, Video Production, Video Editing, Multitasker, Multimedia, Music, Software Documentation, Sales, Administrative..., Employee Relations, Team Leadership
Education
Full Sail University 2011 — 2013
Bachelor of Arts (B.A.), Music Business
Berkeley College 2006 — 2009
Bachelor of Business (B.S.), Management Information Systems, General
Thomas Jefferson High School 2002 — 2006
Regents Diploma, Business Administration and Management, General
VIP Real Estate Partners 2002 - Present
Vision Ltd. 2002 - 2006
Vision Outdoors 2002 - 2006
HSBC 1998 - 2002
Skills
Negotiation, Strategic Thinking, Investments, Valuation, Risk, Business Planning, Joint Ventures, Business Strategy, Profitability, Customer Experience, Strategic Planning, Customer Relations, Strategic Partnerships, Entrepreneurship, Investors, Profit, Customer Service, Single Family Homes, Strategic Financial..., Investment Properties, Mergers, Leadership, Real Estate Transactions, Marketing, Management, Residential Homes, Finance, Sales, Real Estate, Mergers & Acquisitions
Education
Fudan University 1998 — 2000
Master, MBA with emphasis in Marketing
Shanghai University of Finance and Economics 1994 — 1998
Bachelor, International Finance
Law Office of Kirk V. Wiedemer, Esq. June 2014 - Present
University of Pennsylvania September 2013 - May 2014
Junior Achievement China January 2012 - August 2012
Hang Seng Bank August 2008 - June 2011
HSBC September 2006 - March 2008
Skills
Mandarin, English, Data Analysis, Business Strategy, Analysis, Shanghainese, SPSS, Chinese, Teamwork, Microsoft Office, Research, Management, Training, PowerPoint, Microsoft Excel, Qualitative Research, Statistics, Public Speaking, Teaching
Education
University of Pennsylvania 2012 — 2014
Master of Science in Education (M.S.Ed), Applied Psychology: Interdisciplinary Studies in Human Development
The University of Hong Kong 2011 — 2012
Postgraduate, Integrated Practicing Management
Fudan University 2002 — 2006
Bachelor, Chemistry
Strategy CIO 2015 - Present
MetLife 2014 - 2015
HSBC 2008 - March 2014
New York Life Insurance Company 2006 - 2008
Manulife Financial 2003 - 2006
AIG 2003 - 2003
Sapient 2002 - 2003
Accenture 2000 - 2002
PricewaterhouseCoopers 1996 - 2000
AT&T 1994 - 1996
Skills
IT Strategy, Management Consulting, Business Process..., IT/Operation Business..., IT/Operations Procedures, Large Scale Program..., CIO advisory service, IT Executive Management, COO business operations, Policy Administration..., Mergers & Acquisitions, International Project..., Customer Asset..., Captive And Non-Captive..., Managing Large Scale..., Data Conversion, Data Warehousing, Front to Back Office, Back Office..., CRM Integration, Salesforce Automation..., Business Analysis, Program Management, Risk Management, Change Management, Financial Services, Integration, Management, Enterprise Software, Operations Management, Project Portfolio..., Project Delivery, Team Management, Governance, Outsourcing, Business Process, Vendor Management, Business Transformation, PMO, IT Management, Business Intelligence, Information Technology, SDLC, CRM, Software Project..., IT Operations, Strategy, Enterprise Architecture, Executive Management, IT Service Management
Education
Macquarie Graduate School of Management (MGSM) 2007 — 2014
Masters Of Research, Emerging Market Management Practice, Distinction
Friends University 1986 — 1989
Bachelor of Computer Science & Accounting & Business Administration, Comprehensive Enterprise Manageent, 3.9/4.0
Huntington National Bank June 2012 - Present
The Limited Stores May 2010 - May 2012
HSBC 2007 - 2009
HSBC 2002 - 2007
HSBC 2000 - 2002
HSBC 1995 - 2000
HSBC 1993 - 1995
HSBC 1991 - 1993
Skills
Performance Management, Employee Relations, Talent Management, Succession Planning, Onboarding, Leadership Development, Training, Customer Service, Human Resources, Organizational..., Recruiting, Coaching, Change Management, Leadership, Employee Benefits, Employee Training, Executive Coaching, Hiring, Management, Personnel Management, Strategy, Team Building
Education
Franklin University
Joint Program of Study B.S in Human Resources Management/MBA - In Process
The University of Findlay
Selected Classes
HSBC July 2012 - August 2012
China Everbright Limited August 2011 - September 2011
China Merchants Securities Co., Ltd. July 2010 - August 2010
Skills
SPSS, Matlab, Microsoft Office, Visual C++, LaTeX
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2019
Doctor of Philosophy (Ph.D.), Finance
University of Pennsylvania 2012 — 2014
Master's degree, Applied Mathematics
Fudan University 2008 — 2012
Bachelor's degree, Computational Mathematics
HSBC April 2015 - Present
The IP Trend™ Blog August 2014 - Present
Hon. Judge Kelly O'Neill Levy September 2014 - March 2015
Fordham IP Institute September 2013 - February 2015
Competition Law Institute at Fordham University Law School April 2013 - September 2013
Legal Private Practice February 2011 - December 2012
Pinto-Lugo, Oliveras & Ortiz, PSC November 2009 - February 2011
Inter American University of Puerto Rico, Law School August 2008 - May 2010
Inter American University, Legal Aid Clinic (Non-Profit Corporations) August 2009 - December 2009
Scotiabank January 2009 - June 2009
Skills
Legal Writing, Legal Research, Legal Issues, Legal Advice, Legal Translation, Legal Services, Legal Support, Writing Skills, Civil Litigation, Creative Writing, Public Speaking, English, Spanish, Courts, Counseling, Legal Consulting, Legal Assistance, Intellectual Property, Copyright Law, Trademarks, Entertainment Law, Entertainment, Westlaw, Criminal Law, Administrative Law, Corporate Law, Lexis, Constitutional Law, Litigation, Patents, Torts, Research, International Law, Family Law, Immigration Law, Appeals
Education
Fordham University School of Law 2012 — 2013
Master of Laws (LL.M.), Intellectual Property and Information Technology Law
Inter American University, School of Law, San Juan, PR 2007 — 2010
Juris Doctor (J.D.), Magna Cum Laude
University of Puerto Rico-Mayaguez 2002 — 2006
Bachelor of Science in Business Administration (BSBA), Accounting and Marketing, Magna cum Laude
Hogar Colegio La Milagrosa, Arecibo, Puerto Rico 1989 — 2002
4.00 (1st in class)
HSBC Global Banking and Markets June 2014 - Present
ClearlySo February 2014 - March 2014
HSBC August 2011 - July 2013
HSBC January 2010 - August 2011
HSBC July 2008 - December 2009
Skills
Investments, Valuation, Financial Analysis, Credit Analysis, Banking, Investment Banking, Trading, Bloomberg, Credit Risk, Emerging Markets, Commercial Banking, Corporate Finance, Management, Private Equity, Trade Finance, Capital Markets, Equities, Financial Modeling, Derivatives, Portfolio Management, Fixed Income, Financial Markets, Equity Research, Financial Risk
Education
London Business School 2013 — 2014
Masters in Finance
Fudan University 2004 — 2008
Bachelor of Arts (BA), Finance
SMBC Nikko Securities America, Inc. May 2014 - Present
R. Seelaus & Co., Inc. December 2012 - May 2014
HSBC January 2005 - April 2012
Commerzbank AG August 2003 - January 2005
Skills
Credit Trading, Trading, Credit Derivatives, Risk Management, corporate bonds, Fixed Income, Trading Systems, Securities, Bonds, Financial Markets, Capital Markets, Bloomberg Terminal, Credit, Middle Office, Corporates, Series 63, Portfolio Management, Investment Banking, Derivatives, Hedging, Series 7, CDS, Valuation, Alternative Investments, Financial Risk, Market Data, Structured Finance, Equity Trading, Hedge Funds, Financial Analysis, Bloomberg, Investments, Credit Analysis, Options, Electronic Trading, Structured Products, Credit Risk, Asset Managment, Market Risk, High Yield
Education
Fordham University 1999 — 2003
Bachelor of Science, Finance
St. Peter's Boys H.S. 1995 — 1999
Diploma, AP Scholar
SIX Financial Information March 2015 - Present
comScore, Inc. February 2014 - March 2015
Powerlinx, Inc. July 2013 - January 2014
University of Cincinnati September 2011 - May 2013
Atkins August 2010 - October 2010
HSBC May 2008 - September 2008
Skills
SAS, R, Mathematical Modeling, Arena, Matlab, SQL, Excel, PowerPoint, Microsoft Office, Word, Microsoft Excel, SPSS, VBA, Business Analysis, Data Mining, Statistics, Data Analysis, Financial Analysis
Education
University of Cincinnati 2011 — 2013
Master's degree, Business Analytics, Supply Chain and Logistics Management
Fudan University 2009 — 2011
Master of Engineering (MEng), Logistics Engineering
Shanghai Jiao Tong University 2004 — 2008
Bachelor, Information Security
PNC July 2014 - Present
Capital One October 2010 - July 2014
HSBC October 2010 - May 2012
Schmittzehe & Partners 2009 - 2009
Foundation Program Inc. 2004 - 2004
Skills
Market Research, Financial Modeling, Valuation, SAS, Analytics, Risk Modeling, CFA, SPSS, Marketing Strategy, Product Development, Credit Cards, Credit Analysis, Teradata, Strategy, Segmentation, Analysis, Business Strategy, Financial Analysis
Education
University of Michigan 2008 — 2010
MBA, Business, 3.5
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Business Administration and Management, General
Fudan University 2001 — 2005
BA
WFLS 1995 — 2001
JPMorgan Chase & Co. January 2015 - Present
Deloitte August 2013 - January 2015
HSBC February 2012 - August 2013
KK&M PLLC April 2009 - February 2012
Jaffe & Koumourdas LLP April 2008 - February 2012
Skills
AML, KYC, OFAC, Arbitration, Litigation, Trade Finance, Correspondent Banking, Real Estate Transactions, USA PATRIOT Act, FCPA
Education
Fordham Law School 2006 — 2007
Master's degree, International Business and Trade Law
Mykolo Romerio University 2002 — 2006
Bachelor's degree, Law
HSBC February 2014 - Present
Clinpharma Consulting Global Group LLC November 2013 - February 2014
C1 Consulting February 2013 - October 2013
CHINA CITIC BANK June 2012 - August 2012
Industrial and Commercial Bank of China September 2010 - November 2010
Skills
SAS, SPSS, R, Excel, VBA, Microsoft SQL Server, Quantitative Analytics, Actuaries, Microsoft Office, PowerPoint, Access, Photography, Microsoft Excel, C++, Quantitative Finance, Time Series Analysis, SAS programming, Statistics, Stata, SAS Programming
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Master of Science (M.S.), Statistics, 4.0
Fudan University 2007 — 2011
Bachelor of Science (BS), Statistics, 3.48
IPG July 2015 - Present
Telmex USA May 2015 - July 2015
Open Point Brasil / OPP Brasil June 2014 - November 2014
Bunge Brasil S.A. March 2011 - April 2014
Bunge Brasil S.A. January 2009 - February 2011
Bunge Alimentos S.A. January 2007 - December 2008
HSBC February 2006 - December 2006
HSBC February 2003 - January 2005
Ernst & Young September 1997 - January 2003
Skills
Shared Service Center, Governance, Internal Controls, Financial Risk, Financial Reporting, Internal Audit, Compliance, Risk Management, Auditing, Risk Assessment, Operational Risk..., Sarbanes-Oxley Act, COSO, COBIT, Enterprise Risk..., Business Process, Financial Audits, IT Audit, Sarbanes-Oxley, IFRS, Consolidation, ERP, SAP, Business Process Mapping, External Audit, US GAAP, Cost Accounting, Information Security..., Information Technology, SOX 404, Project Management, SAP R/3, SOX Compliancy, Operational Risk, Audit, SOX, Process Mapping, Risk Evaluation, Risk, Fraud, M&A Negotiations, Microsoft Office, Microsoft Excel, Leadership, PowerPoint
Education
Miami Dade College 2014 — 2015
Executive Education
Fundação Getulio Vargas 2009 — 2010
MBA, Project Management
FAE Business School 2005 — 2005
MBA, Information Technology Management
Universidade Federal do Paraná 1997 — 2003
Bachelor's Degree, Accounting
PickUp USA Fitness October 2011 - Present
Citibank March 2011 - October 2011
HSBC January 2011 - March 2011
HSBC Bank USA June 2009 - December 2010
HSBC Auto Finance December 2007 - December 2008
College Loan Corporation July 2006 - December 2007
Skills
Commercial Banking, Finance, Commercial Lending, Management, Negotiation, Direct Marketing, Portfolio Management, Account Management, Bloomberg, Corporate Finance, Financial Services, Sales, Business Planning, Financial Analysis, Program Management, Financial Accounting, Investment Management, Customer Service, Valuation, Energy, Public Speaking, Entrepreneurship, Banking, Event Planning, Training, Advertising, Series 7, Financial Modeling, Asset Management, Product Development, Digital Marketing
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration
Fort Lewis College 2001 — 2006
Bachelor of Arts, Business Economics
Conifer High School
EY August 2013 - Present
Nova Capital Global Markets March 2013 - Present
Sina Finance December 2012 - March 2013
ICBC (Europe) July 2011 - December 2011
Mandarin and Piano Tutor for Scottish in Glasgow music school. December 2010 - May 2011
HSBC January 2010 - March 2010
Skills
Risk Management, Bloomberg, Financial Markets, Financial Risk, Banking, Analysis, Financial Services, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University 2012 — 2013
Master of Science (MS), Business/Managerial Economics
The University of Glasgow 2010 — 2011
Master of Science (MSc), Banking, Corporate, Finance, and Securities Law
Khalsa McBreaty Accountancy, LLP August 2010 - Present
Careline Services Ltd May 2009 - September 2009
HSBC June 2008 - September 2008
Centre for Professional Development March 2006 - May 2007
Tesco PLC June 2001 - August 2005
Skills
Accounting, Bookkeeping, QuickBooks, Customer Service, Auditing, Tax, Account Reconciliation, ADP Payroll, Payroll Taxes, Tax Returns, Corporate Tax, Individual Returns, Team Leadership, Bank Reconciliation, Tax Accounting, Accounts Receivable, Accounts Payable, Multi-state Payroll..., Partnership Tax Returns, Brokerage Accounting, 1099 Preparation, Financial Statement..., Quicken, Multi-State Sales Tax, Cashiers, Personal Tax Planning, Business Tax Planning, Corporate Tax Planning, Paychex, Bill Payment, Preparation of..., IRS problem resolution, Compilation Of..., Customer Support, Office Administration, Consolidated Returns, Consolidated Financial..., Tax Planning, Office Tools, Microsoft Office, Microsoft Excel, Billing, A&P, Account Management, Tax Dispute Resolution, Tax Research, Marketing, Marketing Strategy, Leadership, Public Speaking
Education
Fresno Pacific University 2008 — 2010
Master of Arts (M.A.), International Finance and Banking
Fresno Pacific University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Phoenix 2012 — 2013
General Accounting Classes, Accounting
London Metropolitan University 2004 — 2004
Business Foundation/Accounting
Isleworth and Syon 2001 — 2003
AVCE Business Double Award, Business Administration, Management and Operations, (B) (C)
Isleworth and Syon Sixth 1996 — 2001
GCSE's, Nine GCSE’s: Grades A-C including English and Math’s
Lampton
RBC September 2014 - Present
Sears Canada June 2011 - August 2014
HSBC August 2008 - June 2011
INVISTA May 2006 - August 2007
Skills
Product Management, Product Development, Cross-functional Team..., Process Optimization, Competitive Analysis, Process Engineering, Product Marketing, Analytics, Six Sigma, Process Improvement, Project Management, Data Analysis, Relationship Management, Brand Management, Financial Modeling, Business Analysis, Business Strategy, Management, Business Development, Business Process..., Marketing, Integration, Sales
Education
University of Toronto - Rotman School of Management 2011 — 2014
MBA, Concentration: Strategy and Consulting
Fudan University
Master of Business Administration (MBA)
Queen's University
B.Sc, Chemical Engineering
ABCI 2013 - Present
Georgia Institute of Technology January 2011 - August 2011
Shanghai Fu-lead Business Consulting Co March 2010 - April 2010
The People's Bank of China July 2009 - August 2009
HSBC July 2008 - August 2008
Fudan July 2007 - August 2007
Skills
Analysis, Research, R, Matlab, Statistics, Stata, SAS, Policy, Data Analysis, Econometrics, LaTeX, Statistical Modeling, Quantitative Analytics, Time Management, SPSS
Education
Georgia Institute of Technology 2010 — 2012
M.S., Economics
Georgia Institute of Technology 2010 — 2012
a M.S, Economics
Fudan University 2006 — 2010
BA, Mathematical Economics
Fudan University 2006 — 2010
B.A. Economics spacial, Mathematical Economics
Waccamaw Council of Governments January 2014 - Present
SC Works/KRA Corporation January 2010 - Present
HSBC 2003 - 2010
Florence Civic Center January 2000 - December 2002
Skills
Account Management, Marketing Strategy, Recruiting, Social Media Marketing, Customer Service, Event Planning, Marketing, Microsoft Office, New Business Development, Business Development, Sales Operations, Public Relations, Strategic Planning, Team Building, Sales Management, Advertising, Retail, Social Networking, Public Speaking, Training, Budgets, Social Media, Online Advertising, Strategic Partnerships, Sales, Interviews, Leadership, Marketing Communications, Nonprofits, Program Management, Resume Writing, Coaching, Event Management, Leadership Development, Contract Negotiation, Fundraising, Management
Education
Francis Marion University 1994 — 1998
Business Administration, Marketing
Myrtle Beach Chamber of Commerce
Leadership Grand Strand Class 33
Trinity Brokerage Inc. 2009 - Present
USI/Goldman Sachs 2007 - 2009
HSBC 2004 - 2007
Skills
Results Oriented Sound..., Insurance, Employee Benefits, Commercial Insurance, Property & Casualty..., Investments, Risk Management, Underwriting, New Business Development, Disability Insurance, Strategic Planning, Life Insurance, Fixed Annuities, Portfolio Management, Employment Practices..., Workers Compensation, Mergers & Acquisitions, D&O, Professional Liability, Strategic Financial..., Leadership, Legal Liability, Strategy, Health Insurance, Long-term Care, Estate Planning, 401k, Executive Management, Mutual Funds, Financial Advisory
Education
Fordham University 1992 — 1993
MS (Can), Education
Western New England University 1988 — 1992
Bachelor of Science (BS)
Cogent Partners December 2011 - January 2012
HSBC August 2011 - August 2011
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master's Degree, Finance, General, 3.85
Fudan University 2009 — 2013
Bachelor's Degree, Finance and Financial Management Services
Decision Economics, Inc. January 2015 - Present
Eastern Shore Currency, LLC September 2013 - January 2015
Franklin & Marshall College August 2012 - May 2013
Franklin & Marshall College June 2012 - May 2013
Franklin & Marshall College January 2013 - April 2013
Franklin & Marshall College August 2012 - December 2012
HSBC May 2011 - June 2011
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (BA), Mathematics, Economics, Magna Cum Laude
HSBC 2012 - Present
SK Energy Company 2008 - 2008
Isaacson & Wilson, P.S. 2007 - 2008
Skills
Securities Exchange Act..., Financial Regulation, FINRA, Securities, Dodd-Frank, Title IV Dodd-Frank Act, Commodity Exchange Act, Securities Regulation, Broker-Dealer, USA PATRIOT Act, SEC Rule 10b-5, RICO, Foreign Corrupt..., GAPP, Due Diligence, ISDA, SAP, Oracle, EDGAR, Markit, Derivatives, Filing, Client Intake, Legal Research, Legal Writing
Education
Seattle University School of Law
Doctor of Law (J.D.), International and Business Law
Temple University - James E. Beasley School of Law
Semester Abroad Program in Tokyo, Japan
Fordham University School of Law
Summer Program in Seoul, Korea
University of Washington
Bachelor of Arts (B.A.), Political Economy and Philosophy
Capital One February 2014 - Present
Capital One Finance Solutions 2014 - 2015
Capital One Finance Solutions 2014 - 2015
Affinnova June 2010 - February 2014
Harvard Initiative of Global Health June 2008 - May 2010
HSBC January 2010 - February 2010
Skills
R, Statistical Modeling, SAS, Quantitative Research, Statistics, Marketing Research, Logistic Regression, VBA, Data Mining, Predictive Modeling, Bayesian statistics, Quantitative Finance, Python, Machine Learning, Quantitative Analytics
Education
Harvard University 2008 — 2010
Master's degree, Statistics
Fudan University 2004 — 2008
B.S., Statistics
Foxcode June 2013 - Present
FIS Group June 2012 - August 2012
Keller Williams Real Estate September 2011 - December 2011
McKinsey & Company January 2011 - May 2011
A.T. Kearney October 2010 - December 2010
HSBC March 2008 - August 2008
Skills
Bilingual, Microsoft Office, C++, Competitive Analysis, Strategy, Data Analysis, Microsoft Excel, Investments, Research, Due Diligence
Education
University of Pennsylvania 2011 — 2013
Master, System Engineering
Fudan University 2006 — 2011
Bachelor of Science, Applied Mathematics
University of California, Berkeley 2009 — 2010
Exchange, Applied Mathematics
EagleBank June 2013 - Present
US Bank February 2011 - June 2013
HSBC 2005 - 2007
KeyBank 2000 - 2003
PNC Bank January 1996 - January 2000
Union Bank of Switzerland January 1991 - January 1996
Salomon Brothers June 1988 - December 1991
Skills
Finance, Asset Management, Real Estate, Valuation, Investments, Loans, Real Estate Economics, Due Diligence, Credit, Real Estate Development, Commercial Lending, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment
Education
Franklin & Marshall College 1984 — 1988
BS
Shipley
HSBC July 2014 - Present
Fordham University September 2010 - December 2012
Solo Vino June 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Strategic Planning, Project Management, Microsoft Word, PowerPoint
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance
People's United Bank April 2011 - Present
JPMorgan Chase April 2002 - April 2011
HSBC March 1998 - March 2002
Fleet Bank March 1980 - March 1998
Skills
Loans, Commercial Lending, Underwriting, Financial Structuring, Commercial Banking, Credit, Credit Risk, Mergers & Acquisitions, Financial Risk, Small Business Lending, Credit Analysis, Middle Market, Interpersonal Savvy, Banking, Respect, Risk Management, Treasury Management, Cash Management
Education
Fordham University 1979 — 1982
MBA, FINANCE
State University of New York at Stony Brook 1973 — 1977
BA, Economics
Citi March 2014 - Present
Citi May 2013 - November 2013
Citi March 2012 - May 2013
Citi March 2011 - March 2012
Citi February 2009 - March 2011
CitiFinancial - Citi Group March 2007 - February 2009
HSBC July 1999 - September 2006
IBM September 1996 - September 1997
IBM 1992 - 1994
Skills
Strategy, Marketing Management, Marketing Strategy, Management, E-commerce, Credit Cards, Marketing, Direct Marketing, Product Management, Team Leadership, Team Management, Banking, Teamwork, Segmentation, Business Planning, Competitive Analysis, Strategic Planning, Portfolio Management, Market Research, CRM, Trade Marketing, Market Analysis, Online Advertising, Business Development, Retail Banking, Budgets, Analytics, Customer Experience, Leadership, Market Planning, Business Strategy, Digital Marketing, Retail, Product Marketing, Financial Services
Education
Fundação Dom Cabral 2009 — 2011
MBA
Fundação Getúlio Vargas 2000 — 2002
MBA
Faculdade da Cidade 1992 — 1996
Marketing
HSBC April 2015 - Present
M&T Bank October 2013 - April 2015
HSBC April 2013 - October 2013
HSBC September 2012 - April 2013
Chase January 2011 - September 2012
Chase January 2010 - January 2011
Navy Federal Credit Union May 2009 - December 2009
Navy Federal Credit Union March 2006 - November 2009
Skills
Financial Risk, AML, OFAC, KYC, BSA, Credit Card Fraud, Financial Crimes..., Bank Secrecy Act
Education
Franklin University 2011 — 2013
Business Forensics
Old Dominion University 1998 — 2002
Bachelor's of Science, Occupational Technical Studies/ Marketing
HSBC February 2012 - Present
Citi February 2010 - December 2011
Commerzbank AG January 2009 - January 2010
Bank of America, International Private Banking June 2008 - October 2008
E-Trade Financial January 2008 - May 2008
Citigroup May 2004 - November 2007
Hess Corporation September 2002 - May 2004
Skills
Private Wealth..., Securities, Hedge Funds, Fixed Income, Banking, Insurance, Financial Planning, Alternative Investments, Private Banking, International Sales, Private Equity, Estate Planning, Tax, Multilingual, European Studies, Trading, Commodities, Investments, Investment Strategies, New Business Development, International Business, 401k Rollovers, IRA Rollovers, Charitable Giving..., Retirement Plan..., Wealth Preservation..., Retirement Income..., Wealth Transfer, Wealth Accumulation, Insurance Planning, Charitable Giving
Education
New York University 2002 — 2004
Post Graduate Certification, Financial Risk Management
Freie Universität Berlin 1995 — 2001
MBA, Diplom Kauffrau, Banking, Finance
Cannon Financial Institute
Grow Your Book, Business Development
United Health Group - Amil/Luisíadas HPP May 2013 - Present
University of Miami August 2011 - August 2012
SulAmerica Seguros May 2006 - July 2011
Itau 2004 - 2006
HSBC 1999 - 2004
Machado, Meyer, Sendacz e Opice Advogados 1997 - 1999
Robortella Advogados 1994 - 1995
Skills
Mergers, Compliance, Litigation, International..., Negotiation, Insurance, Arbitration, Employment Law, Civil Law, Due Diligence, Banking, Customer Relations, Employee Relations, Commercial Litigation, Consumer Law, Business Planning, Reinsurance, Result Oriented, Civil Litigation, Corporate Law, Dispute Resolution, Mergers & Acquisitions, Legal Advice, International Law, Corporate Governance, Banking Law, Competition Law, Legal Assistance, Administrative Law, Tax Law, Contract Law, Licensing, Securities Regulation, Customer Service, Legal Compliance, Joint Ventures, International Business..., Litigation Management, Privacy Law, Alternative Dispute..., Insurance Law, Cross-border..., Legal Issues, Trademarks, Legal Research, Legal Writing, Mediation, Restructuring, Foreign Investment, FCPA
Education
University of Miami - School of Business 2013 — 2013
Latin America Health Care Compliance Certificate Program, Compliance
University of Miami School of Law 2011 — 2012
Master of Laws (LLM), International Law - International Arbitration
Northwestern University - Kellogg School of Management 2010 — 2010
Post MBA, Marketing, Finance, Negotiation and HR
Fundação Dom Cabral 2009 — 2010
MBA EXECUTIVO
Pontifícia Universidade Católica de São Paulo 1998 — 1999
Pós Graduação, Direito
Universidade Paulista 1991 — 1995
Bachelor, Law
University of Miami - School of Business
Credit Law Center March 2011 - Present
BNC National Bank June 2010 - February 2011
TexasLending.com March 2009 - June 2010
Capital One Home Loans July 2006 - February 2009
HSBC February 2005 - July 2007
HSBC March 2003 - February 2005
HSBC January 1999 - May 2000
Skills
Credit Restoration, Credit, Bankruptcy, Mortgage Lending, Customer Satisfaction, Business Networking, Building Relationships, Loans, FHA, Marketing, Sales, Finance, Training, Sales Management, Entrepreneurship, Insurance, Time Management, Leadership, Recruiting, Refinance, Negotiation, Human Resources, Management, Investment Properties, Analysis, New Business Development
Education
Fort Hays State University 1994 — 1998
Bachelors, Marketing
JP MORGAN INVESTMENT BANKING July 2010 - Present
RBS Sempra Commodities January 2009 - June 2010
Sempra Energy Trading December 2007 - December 2008
Sempra Energy January 2002 - December 2007
Newbold Consulting Group, LLC November 2000 - September 2001
HSBC 1989 - 2000
The Bank of New York 1988 - 1989
Nestle Foods Corporation 1985 - 1987
TIAA-CREF 1978 - 1985
Education
Franklin Pierce University 1974 — 1978
BS, Business Management
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
HSBC Canada August 2014 - Present
HSBC Bank - Brasil January 2013 - August 2014
HSBC August 2012 - January 2013
Banco Bradesco September 2009 - August 2012
Banco Safra May 2009 - August 2009
Cetelem Brasil S.A. May 2008 - May 2009
Instituto Dante Pazzanese de Cardiologia May 2007 - May 2008
Skills
Statistical Modeling, Logistic Regression, Basel II, Credit Risk, Statistics, Risk Management, Banking, Financial Risk, Credit Scoring, Credit, Market Risk, VAR, Data Analysis, LGD, Predictive Modeling, SAS programming, SAS Programming
Education
MIT 2012 — 2012
Discrete choice analysis
Eurocentres 2011 — 2011
English
Fundação Getulio Vargas 2011 — 2011
Fundação Getulio Vargas 2010 — 2010
Universidade Federal de São Carlos 2005 — 2007
Master, Statistics
Universidade Federal de Uberlândia
Math
HSBC November 2014 - February 2015
East West Bank July 2014 - September 2014
Shenyin & Wanguo Securities Co. Ltd. January 2014 - March 2014
Education
Wake Forest University School of Business 2015 — 2016
Master of Arts in Management, Master’s Degree
Fudan University 2011 — 2015
Economics, Bachelor’s Degree
HSBC May 2015 - Present
HSBC March 2015 - April 2015
HSBC July 2013 - February 2015
Cantor Fitzgerald December 2011 - June 2013
MF Global May 2005 - February 2012
Fordham University March 2007 - July 2007
Man Financial Inc. May 2005 - March 2007
Education
Fordham University 2003 — 2007
BS, Physics Engineering, Business Administration
Deloitte Tax LLP June 2015 - Present
Deutsche Bank March 2014 - November 2014
Fordham University October 2013 - October 2014
IRS VITA Program January 2014 - May 2014
HSBC July 2013 - July 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Tax, PowerPoint, Accounting, Access, Financial Analysis, Time Management, Public Speaking
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Accounting, 3.765
PHH Mortgage April 2015 - Present
SEPHORA November 2013 - Present
PHH Mortgage May 2013 - April 2015
HSBC November 2011 - May 2013
HSBC February 2011 - July 2011
Bank of America November 2010 - January 2011
The Home Depot September 2009 - November 2010
Abercrombie July 2009 - January 2010
Gap Inc./Old Navy August 2006 - January 2010
Journey's Shoes Store January 2009 - July 2009
Skills
Online Branding, SEO, Customer Service, Public Relations, Retail, Marketing, Social Media, Social Media Marketing, Sales, Time Management, Merchandising, Visual Merchandising, Advertising, Marketing Communications, Fashion, Loss Prevention, Management
Education
Southern New Hampshire University 2013 — 2014
Bachelor of Arts (B.A.), Fashion Merchandising and Management, 3.89
Full Sail University 2011 — 2012
Masters, Internet Marketing
University at Buffalo 2004 — 2007
Bachelors, Psychology
Hofstra University 2003 — 2003
Pyschology
Wells Fargo November 2014 - Present
First Niagara Bank March 2014 - November 2014
Citi April 2012 - March 2014
HSBC November 2004 - April 2012
Skills
Relationship Management, Banking, Credit, Loans, Financial Services, Investments, Retail Banking, Wealth Management, Series 63, Consumer Lending, Series 7
Education
Fordham University
Qdoba Restaurant Corporation July 2015 - Present
Dunkin' Brands January 2013 - April 2015
Dunkin' Brands March 2009 - December 2012
illycaffè February 2007 - March 2009
Wells Fargo Bank January 2005 - December 2006
Wells Fargo Bank January 2002 - December 2004
HSBC January 2000 - December 2001
Pacific Acme Coffee & Foods Corp January 1997 - December 1999
Skills
Marketing, Marketing Strategy, Management, Product Development, Sales, Advertising, Business Planning, Public Relations, Leadership, Franchising, Competitive Analysis, Brand Management, Strategy, Marketing Management, Team Building, New market entry, Global Marketing, Multicultural Marketing, Introducing New Products, New Market Expansion, Social Media Marketing, Sales Promotion, Event Planning, Merchandising, Master Franchising
Education
Georgia Southern University
MBA, General Business
Fu Jen Catholic University
Bachelor's degree, French Studies
CICC February 2015 - May 2015
Guotai Junan Securities Co., Ltd September 2014 - December 2014
HSBC June 2014 - August 2014
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Data Analysis, Econometrics, Stata, EViews, Matlab, Java, C++, Quantitative Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Finance
Fudan University 2011 — 2015
Bachelor of Economics, Mathematical Economics
University of Birmingham 2013 — 2014
Exchange Student
High School Affiliated to Fudan Universtity 2008 — 2011
High School
HSBC December 2013 - April 2015
HSBC Retail Banking and Wealth Management March 2007 - December 2013
Skills
Banking, Retail Banking, Management, Strategy, People Management, Employee Engagement, Project Management, Business Analysis, Financial Analysis, Microsoft Excel, PowerPoint
Education
Fudan University 2011 — 2015
Bachelor's degree, Economics
SECU December 2008 - Present
HSBC November 2005 - December 2008
Skills
Banking, Retail Banking, Credit, Loans, Portfolio Management, Relationship Management, Commercial Banking, Cross Selling, Wealth Management, Risk Management, Mortgage Lending, Financial Services, Financial Analysis, Investments, Credit Risk, Business Analysis, Consumer Lending, Financial Risk, Strategic Financial..., Credit Analysis, Mortgage Banking, Credit Cards, Corporate Finance, Branch Management, Branch Banking, Underwriting, Private Banking, Core Banking, Insurance, Residential Mortgages, Small Business Lending, Finance, Management, Lines Of Credit, Commercial Lending, Mortgage Underwriting, Customer Service, Credit Unions, Employee Benefits, Sales
Education
Frostburg State University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Frostburg State University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
HSBC September 2013 - Present
Mizuho Bank December 2012 - September 2013
Citi October 2010 - December 2011
Citi June 2009 - September 2010
Citi June 2007 - June 2009
Skills
Credit Analysis, Credit, Financial Modeling, Corporate Finance, Portfolio Management, Loans, Capital Markets, Banking, Investment Banking, Structured Finance, Valuation, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2005 — 2006
MBA, Finance & Banking
Fordham University 1996 — 2000
BS, Finance
HSBC 1999 - Present
Citi September 1989 - 1999
Skills
Marketing Strategy, Process Improvement, Cross Selling, Customer Experience, Customer Acquisition, Customer Retention, Sales Process, Pipeline Building, Driving Revenue, Coaching, Employee Engagement, CRM, Vendor Management, Relationship Management, Business Process..., Business Development, Training, Banking, Business Analysis, Change Management, Credit, Credit Analysis, Finance, Financial Services, Leadership, Management, Operations Management, Pipelines, Portfolio Management, Project Management, Retail Banking, Risk Management, Strategy
Education
Fordham University
BS
HSBC August 2015 - Present
Manhattan Dwelling January 2015 - April 2015
Shenzhen Economic Daily April 2013 - August 2013
University of Richmond October 2011 - May 2012
Skills
Microsoft Office, Financial Analysis, Economic Research, Regression Analysis, Marketing Strategy, Green Building, FactSet, Market Research, DCF Valuation, REIT, Risk Analysis, Calligraphy, Fine Art, Financial Modeling, Internal Audit
Education
Fordham University 2014 — 2015
Master’s Degree, Global Finance
University of Richmond 2010 — 2014
Bachelor of Science (BS), Economics
CITIC Trust Co., Ltd July 2014 - August 2014
Continental October 2012 - June 2013
HSBC July 2012 - August 2012
PwC Hong Kong and mainland China February 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Risk Management, Financial Modeling, Credit Derivatives, Financial Statement..., R, Visual C++, Macroeconomics, Credit Risk
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's Degree, Financial engineering
Fudan University 2009 — 2013
Bachelor's Degree, Finance and Financial Management Services
HSBC January 2006 - January 2008
Education
Full Sail University 2012 — 2014
Full Sail University
Master of Arts, Entertainment Business
IMS Health November 2007 - Present
Bank of America November 2006 - November 2007
OneWest Bank March 2005 - November 2006
SAIL 2002 - 2002
HSBC 2002 - 2002
Skills
SAS Certified Base..., SAS, SAS Certified Advanced..., SAS Certified..., SAS Certified Clinical..., Business Analytics, Data Mining, Data Management, Data Warehousing, SQL, MS Office: Excel, Word,..., Project Management, Statistical Modeling, Economics, Personal Financial..., Risk Management, Accounting, Polypaths, Crystal Reports, Financial Analysis, Econometrics, Stata, Chartered Financial..., Statistics, Quantitative Analytics
Education
UCLA Anderson School of Management
Master of Science (M.S.)
UCLA
Master of Arts (M.A.)
Fudan University
Master of Arts (M.A.) & Bachelor of Arts (B.A.)
HSBC Mortgage ServicesCEO/PresidentHour of Truth Ministry Inc.January 2010 - Present
Hour of Truth Ministry Inc. January 2010 - Present
Skills
Leadership Studies,..., Consultants, Substance Abuse..., Social Services, Religious Studies, Customer Service, Microsoft Office, New Business Development, Volunteer Management, PowerPoint, Politics, Microsoft Excel, Program Management, Family Services, Marketing Strategy, Strategic Planning, Microsoft Word, Training
Education
Fresno Pacific University 2010 — 2012
Masters of Art Leadership Studies, Business Administration and Management, General
Fresno Pacific University 2010 — 2012
Leadership Studies, Business Administration and Management, General, 3.6
HSBC Global Banking and Markets May 2014 - Present
HSBC August 2013 - Present
Morgan Stanley July 2007 - August 2013
Fox Sports October 2003 - July 2011
Dan Klores Communications August 2006 - July 2007
Sirius Satellite Radio September 2004 - August 2006
Cirillo World October 2004 - July 2006
WFUV September 2001 - May 2004
Skills
Entertainment, Writing, Sports, Social Media Marketing, Social Media, Securities, Risk Management, Radio, Public Relations, Press Releases, Project Management, PowerPoint, New Business Development, Media Relations, Management, Fixed Income, Finance, Equities
Education
Fordham University 2000 — 2004
BA, Communications
Xaverian
HSBC January 2015 - Present
Stoner Solutions September 2014 - November 2014
Franklin & Marshall College August 2010 - May 2014
Skills
C++ Language, Physics, Mathematica, Labview, LaTeX, Experimental Physics, PowerPoint, Microsoft Word, Microsoft Excel, Mathematics, Mathematical Modeling, Applied Mathematics, Python, Spectroscopy, Academic Tutoring, Photovoltaics, SQL
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Physics
Archmere Academy 2006 — 2010
SunTrust Bank August 2012 - Present
HSBC March 2010 - June 2012
Adstrakt June 2008 - April 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Strategic Financial..., Investments, Marketing, Marketing Strategy, Social Media Marketing, Social Media, SEO
Education
Full Sail University 2012 — 2013
Master of Science (M.S.), Entertainment Business, 3.89
Full Sail University 2010 — 2012
Bachelor of Science (B.S.), Internet Marketing, 4.0
London School of Economics and Political Science 2006 — 2009
Bachelor of Science (B.S.), Banking and Finance · Banking and Financial Management, 3.75
UBS May 2015 - Present
Barclays Wealth and Investment Management May 2012 - May 2015
HSBC June 2010 - May 2012
UBS Wealth Management 2008 - 2009
Skills
Financial Analysis, Financial Modeling, Private Equity, Hedge Funds, Equities, Corporate Finance, Financial Accounting, Alternative Investments, Excel, Eclipse, Microsoft Excel, Due Diligence, Finance, Investments, Mutual Funds, Portfolio Management, Valuation, Analysis, Fixed Income
Education
Fordham University 2006 — 2010
B.S, Business Administration
Investment Banking Institute 2012 — 2012
Intensive 4-week financial modeling and valuation training program
London Centre - Fordham University 2008 — 2008
Wheeler School 2002 — 2006
High School
Haver Analytics July 2015 - Present
NYU Stern School of Business January 2015 - Present
GlobalData July 2014 - September 2014
New York Service Center for Chinese Study Fellows, Inc. July 2013 - July 2014
China General Chamber of Commerce - USA February 2013 - June 2013
Key New York June 2012 - August 2012
HSBC June 2011 - July 2011
Zurich Insurance Company Ltd. January 2010 - February 2010
Shangri-La Hotels and Resorts July 2009 - September 2009
Skills
Bloomberg, Economics, Market Research, Finance, Valuation, Investments, Microsoft Excel, SAS, Data Analysis, Management, Strategy, Eviews, Microsoft Office, Tax Preparation, Marketing, Business Strategy, Leadership, OS X, Derivatives, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg Terminal, Financial Analysis, Analysis, Sales, Corporate Finance, Mandarin, Public Relations, Equity Research, Quantitative Analytics, Marketing Strategy, Business Development, Mac OS X, SPSS, MATLAB, R 语言
Education
New York University 2014 — 2017
PHD, Mathematics
Fordham University 2011 — 2013
MA, International Political Economy / International Banking & Finance, 3.8
Macau University of Science and Technology 2007 — 2011
Bachelor of Businss and Administration, Finance, Upper Second
Video Products Inc September 2011 - Present
CrossCountry Mortgage September 2010 - April 2011
All State Home Mortgage October 2008 - August 2010
HSBC August 2004 - July 2008
Moda Perfumes June 2003 - August 2004
Diamond Company October 2001 - June 2003
Micro Trends, Inc May 1995 - July 2000
Micro Time, Inc August 1993 - May 1995
Skills
Sales Management, Channel, Sales, Direct Sales, Account Management, New Business Development, Sales Process, Sales Operations, Solution Selling, B2B, Product Marketing, Team Leadership, Strategic Partnerships, Business Development, Product Management, Customer Service, International Sales, Management, Team Building, Start-ups
Education
Franklin University
B.S, Digital Communications
Lakeland Community College
Assoc, Internet Programming
AIG Global Investment Group January 2012 - Present
HSBC June 2011 - January 2012
Deloitte & Touche, LLP 2008 - August 2011
Skills
Investments, Capital Markets, Investment Management, DCF, Business Valuation, Financial Services, Financial Modeling, Valuation, Emerging Markets, Bloomberg, Corporate Finance, Financial Analysis, Due Diligence, Mandarin, Derivatives
Education
University of Southern California 2006 — 2008
Master, Finance/Accounting
Fudan University 2002 — 2006
Bachelor, Marketing
Wellington Management October 2014 - Present
BLA Schwartz, PC July 2013 - October 2014
Various August 2012 - July 2013
Various May 2010 - December 2011
Imagine Software May 2007 - August 2009
HSBC May 2004 - June 2006
State Street Bank October 2002 - May 2004
State Street Bank July 2001 - October 2002
Skills
Valuation, Derivatives, Bloomberg, Bloomberg API, Microsoft Excel, Hedge Funds, Fixed Income, Options, Financial Modeling, Equities, Trading, Trading Systems, FX Options, Word, Foreign Exchange, Microsoft Word, Investment Banking, Analysis, Mutual Funds, Microsoft Office, MySQL, Salesforce.com, MetaTrader, FX trading, Financial Markets, Account Reconciliation, Portfolio Management, Due Diligence, Finance, Banking, Reconciliation, Economics, Legal Research, Westlaw, Lexis, Bloomberg Terminal, LexisNexis, SQL
Education
New England School of Law 2009 — 2012
Juris Doctor, Law studies focused on Uniform Commercial Code, Bankruptcy, Tax, and related business law courses.
Fordham University 2004 — 2006
M.A., Economics
Suffolk University 2001 — 2003
M.S., Finance
University of Massachusetts, Amherst 1997 — 2001
B.A., Economics
Carrington Morgage Services LLC. Anaheim, CA. May 2015 - August 2015
Best Buy August 2013 - April 2014
HSBC April 1996 - March 2014
Jack in the Box October 1989 - April 1996
Skills
CompTIA A+, CompTIA Network+, Operations Management, Production Managment, Statistical Data..., Labor Control, Microsoft Excel, Access, Management, Customer Service, Team Building, Microsoft Office, Leadership, Inventory Management, Databases, Budgets, Sales, Time Management, Microsoft Word, Retail, Process Improvement, Analysis, Team Management, Employee Training, Data Entry, Sales Management, Problem Solving, Team Leadership, Inventory Control
Education
New Horizon SoCal 2014 — 2015
Course completion. , Network and System Administration/Administrator
Fullerton College
Business Administration and Management, General
Indix January 2015 - Present
Salesforce.com March 2014 - January 2015
Oracle September 2012 - December 2013
Oracle June 2011 - September 2012
Oracle October 2010 - June 2011
Oracle September 2008 - October 2010
HSBC December 2004 - August 2008
Skills
SaaS, Sales Process, Cloud Computing, Enterprise Software, ISV, Demand Generation, Go-to-market Strategy, Oracle, Sales, Account Management, Partner Management, Management, Sales Operations, Solution Selling, Leadership, Professional Services, Channel Partners, Salesforce.com, Direct Sales, CRM, Business Alliances, Lead Generation, Strategic Partnerships, Sales Enablement, Business Intelligence, Software Industry, Selling
Education
Franklin & Marshall College 2000 — 2004
BA, Business Finance & Government
Granicus, Inc. June 2015 - Present
Global Technology Resources July 2014 - May 2015
Cbeyond May 2013 - June 2014
Cbeyond October 2011 - March 2013
Cbeyond May 2010 - September 2011
Cbeyond July 2009 - April 2010
Cbeyond October 2008 - June 2009
Emprise Bank February 2007 - April 2008
HSBC July 2002 - July 2007
Skills
Solution Selling, SaaS, Cloud Computing, Managed Services, Enterprise Software, Salesforce.com, Professional Services, Unified Communications, Data Center, Direct Sales, Storage, Virtualization, Sales, Sales Operations, Channel Partners, Account Management, Sales Process, Telecommunications, Strategic Partnerships, VoIP, Sales Management
Education
The University of Kansas 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Fort Hays State University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
HSBC January 2012 - Present
Taproot Foundation January 2011 - January 2014
The Wellington Group Inc. 2011 - 2011
Wolters Kluwer NV 2004 - 2011
Camillus House, Inc. 1998 - 2003
Genuine Parts Company 1995 - 1998
Skills
Talent Management, Employee Engagement, Performance Management, Human Resources, Workforce Planning, Employee Relations, Compensation, Deferred Compensation, Talent Acquisition, Strategic Planning, Career Development, Legal Compliance, Benefits Administration, HR Consulting, HR Policies, HR Strategy, Employee Benefits, Strategy, Training, Management, Organizational Design, Recruitment/Retention, Employee Training, Leadership, Employment Law, Job Descriptions
Education
Regis University 2007 — 2009
MBA
Friends University 1990 — 1994
BS
HSBC January 2006 - Present
Bank of America December 1996 - January 2006
JP Morgan Chase September 1990 - December 1996
Education
Fordham University 1986 — 1990
HSBC August 2012 - Present
HSBC Consumer & Mortgage Lending April 2012 - August 2012
PFS Investments March 2010 - July 2012
HSBC Mortgage Corporation USA September 2009 - November 2010
HSBC Consumer & Mortgage Lending November 2006 - September 2009
Home Discovery/Key America July 2006 - October 2006
Home Discovery/Key America Title July 2005 - July 2006
Xerox 1999 - 2003
Skills
Problem Solving, Able To Multi-task, Team Leadership, Strategy, Management, Training, Leadership, Customer Satisfaction, Microsoft Excel, Mortgage Lending, Business Process
Education
Full Sail University 2013 — 2015
Creative Writing for Entertainment
University of Illinois at Urbana-Champaign 1991 — 1994
Nationstar Mortgage January 2014 - Present
Nationstar Mortgage June 2013 - Present
Nationstar Mortgage July 2012 - Present
Aurora Bank FSB December 2007 - July 2012
Aurora Bank 2007 - November 2011
HSBC 1997 - 2007
Skills
Call Center, Problem Solving, Process Improvement, Team Building, Team Leadership, Business Analysis, Loss Mitigation, Mortgage Servicing, Mortgage Banking, Loan Servicing, PowerPoint, Call Centers, Call Center Development, Team Management, Business Process..., Mortgage Lending, Loans, Customer Service, Credit, Mortgage Underwriting, Risk Management, Vendor Management, Default, Financial Services, Banking, Credit Risk, Loan Origination, Portfolio Management, Residential Mortgages, Underwriting, Relationship Management, Consumer Lending, Financial Risk, Operational Risk...
Education
Franklin College 1989 — 1994
HSBC Systems AnalystEli Lilly & Co2004 - 2006
Education
Franklin University 2002 — 2006
Google June 2015 - Present
Google August 2013 - June 2015
Google May 2012 - December 2013
Google June 2010 - June 2012
HSBC August 2008 - June 2010
Intel Corporation October 2005 - August 2008
Wicresoft Corporation November 2002 - May 2003
Skills
Financial Modeling, Financial Forecasting, Business Strategy, Investments, Revenue Analysis, Sales Operations, Headcount Management, Expense Management, Analysis, Product Management, Leadership, Finance, Venture Capital, Start-ups
Education
UCLA Anderson School of Management
MBA, Finance & Business Strategy
University of Pennsylvania
MS, Electrical Engineering
Fudan University
BS, Electrical Engineering
Canteen Vending September 2015 - Present
Canteen Vending January 2012 - Present
Compass Group North America May 2008 - January 2012
HSBC April 2007 - February 2008
HSBC November 2006 - April 2007
Decision One Mortgage November 2001 - November 2006
Skills
Audit, Funding, Executive Management, Documentation, Access, Accounting, Analysis, Auditing, Financial Reporting, Forecasting, Management, Process Improvement, Project Management, Software Documentation, Strategic Financial..., Training, Financial Planning
Education
Winthrop University 2004 — 2007
MBA
Francis Marion University 1995 — 1999
BA of Arts, English, History
Cigna May 2015 - Present
Express Scripts September 2014 - Present
Express Scripts February 2012 - Present
Medco July 2011 - January 2012
Medco Health Solutions April 2008 - July 2011
HSBC February 2007 - April 2008
Vision Marketing 2002 - 2007
Skills
Pharmacy Benefit..., Cross-functional Team..., SDLC, Program Management, Managed Care, Strategy, Analytics, Project Management, Vendor Management, Healthcare
Education
Fordham University 1998 — 2002
PayPal September 2012 - Present
Capital One May 2012 - September 2012
HSBC Card Services May 2011 - April 2012
HSBC Card Services July 2008 - April 2011
HSBC Card Services April 2007 - June 2008
HSBC July 2006 - September 2006
BearingPoint August 2001 - July 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Credit, Valuation, Risk Analytics, Credit Analysis, Banking, Credit Cards, Strategic Financial..., Corporate Finance, NPV, Risk Management
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (MBA)
Oxford University 2003 — 2004
Master of Science (MSc), Economics for Development
Fudan University 1997 — 2001
Bachelor's degree, Economics, 3.7
University of California, Los Angeles
HSBC 2005 - Present
Savista 2003 - 2005
Pro Business LSI Storage Systems 2002 - 2003
Sedgwick County 2001 - 2002
Skills
Leadership Development, Performance Management, Curriculum Design, Learning Management..., Adult Education, Instructional Design, Organizational..., Coaching, Training Delivery, Team Building, E-Learning, Change Management, Staff Development, Training, Leadership, Public Speaking, Project Management, Captivate, Management, Strategy, Blended Learning, Needs Analysis, Software Documentation, Cross-functional Team..., Human Resources, Employee Training, Learning Management, Instructor-led Training
Education
Friends University
Masters, HRD/OD
Wichita State University
Bachelors, Psychology
HCCC January 2013 - Present
JP Morgan Chase December 2010 - January 2013
Intellect Technical Solutions 2010 - 2011
Intellect Technical Solutions 2010 - 2011
Pegasus TransTech 2009 - 2010
PwC Consulting April 2008 - December 2008
HSBC April 2004 - April 2008
Sprint 2000 - 2003
Cerner Corporation September 1997 - February 2000
Skills
SDLC, Quality Center, Requirements Analysis, User Acceptance Testing, Requirements Gathering, Vendor Management, Business Analysis, Software Project..., Resource Management, Software Quality..., Unix, Quality Assurance, Process Improvement, PMO, Integration, Oracle, DB2, PMP, Visio, Mainframe, Software Documentation, Business Requirements, SharePoint, Testing, Waterfall, Software Development, Test Management, Management, SQL, Business Process..., Agile Methodologies, Test Planning, Systems Analysis, Agile Project Management, Release Management, SOA, Business Process, Regression Testing, Project Portfolio..., Databases, Business Intelligence, COBOL, ITIL, JCL, ETL, Test Automation, Manual Testing, MS Project, QTP, Solution Architecture
Education
Friends University 1999 — 2000
MMIS, Managment Information Systems
University of Central Oklahoma 1993 — 1997
Bachelors of Science in Computer Science, Computer Science
Stamford College 1990 — 1992
Computer Science Associate, Computer Science
HSBC December 2007 - Present
hsbc 2007 - Present
JPMorgan Chase July 1990 - October 2007
Education
Fordham University 1986 — 1990
Shelter Doggies, Inc. September 2011 - Present
Valley National Bank 2008 - 2011
HSBC 1983 - 2003
Skills
Private Equity, Banking, Risk Management, Wealth Management, Commercial Banking, Mergers, Commercial Lending, Financial Analysis, Strategy, Financial Services, Portfolio Management, Investments, Due Diligence, Finance, Start-ups, Credit, Mergers & Acquisitions, Financial Modeling, Business Development, Loans, Cash Management, Credit Risk, Financial Risk, Mortgage Lending, Management Consulting, Retail Banking, Business Planning
Education
Franklin & Marshall College 1969 — 1973
BA, English
Hackley
Covington Group, Inc. September 2013 - Present
Gleacher & Company July 2009 - April 2013
Bank of America June 2006 - January 2009
HSBC May 2004 - June 2006
Lehman Brothers August 1991 - May 2004
Skills
Investments, Fixed Income, Capital Markets, Credit, Bonds, Hedge Funds, Equities, Investment Banking, Financial Modeling, Securities, Derivatives, Structured Finance, Bloomberg, Structured Products, Valuation, Trading, Alternative Investments, Asset Management, Portfolio Management, Corporate Finance, Management, Private Equity, Series 7, Preferred Stock, Hybrid Preferreds, Contingent Capital...
Education
University of Chicago
MBA, Finance
Fordham University
BS
GE Capital FinanceGeneral Electric1999 - Present
Midland Bank March 1989 - March 1998
HSBC March 1989 - March 1998
Arthur Young 1983 - 1986
Education
Fordham University 1979 — 1983
BS, Public Accounting
The Coffery March 2012 - Present
DaVita-VillageHealth October 2011 - December 2011
DaVita-VillageHealth May 2010 - December 2010
HSBC April 2007 - February 2009
HSBC April 2005 - April 2007
HSBC August 2002 - April 2005
Skills
MS Office Suite, SAS, Bilingual, Microsoft Office, Credit, Management, Office Management, Portfolio Management, Process Improvement, Strategy, Training, Banking, Business Analysis
Education
Fundação Getulio Vargas 2006 — 2008
MBA
UFPR - Universidade Federal do Paraná 1996 — 2000
Dentistry
Alma Bank July 2014 - Present
HSBC January 2013 - April 2014
Citibank 2011 - January 2013
Citi February 2010 - April 2011
Citibank July 2005 - October 2009
Skills
Banking, Retail Banking, Loans, Consumer Lending, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Lines Of Credit, Commercial Lending, Cross Selling, Credit Risk, Private Banking, Loan Origination, Account Management, Financial Services, Investments, Series 7, Series 63, Insurance, Wealth Management, Relationship Management, Credit Cards, Securities, Equities, Cash Management, Mortgage Banking, AML, Wealth Management..., Deposits, Wealth, Asset Based Lending, Financial Analysis, Financial Risk, Mutual Funds, Portfolio Management, Retirement Planning, Asset Management, Financial Advisory, Commercial Mortgages, Residential Mortgages, Customer Retention
Education
Fordham University 1998 — 2002
Bachelor's degree, Finance
HSBC July 2009 - Present
Education
Fordham University 1999 — 2005
BS, FINANCE
Cook Medical January 2013 - Present
Indiana University Health Bloomington hospital May 2012 - January 2013
LifeDesigns, Inc. October 2007 - February 2012
Options for Better Living 2007 - February 2012
HSBC 2006 - 2007
Eli Lilly March 2004 - October 2006
Skills
Active Directory, SQL Server, Windows, Desktop Support, Google Apps, DNS management, DNS administration, Windows Server 2003, Windows Server 2008, Windows XP Professional, Windows 7, VoIP, Server Administration, Server Management, Laser Printers, Document Scanning, Laptops, Dell PowerEdge Servers, Technical Support, Windows Server, Network Administration, Citrix, Microsoft SQL Server, XP, Troubleshooting, Networking, Cisco Technologies, Linux, DNS, Servers, VMware, Scanners
Education
Franklin University 2004 — 2006
B.S., Management Information Systems
Ivy Tech Community College 2002 — 2004
A.A.S., Computer Info Systems
HSBC July 2013 - Present
Lehman Brothers Holdings Inc. October 2008 - July 2013
Lehman Brothers Inc. September 2000 - September 2008
Citigroup September 1998 - October 2000
Willkie Farr & Gallagher LLP September 1991 - August 1998
Skills
Litigation, Securities Litigation, Derivatives
Education
Franklin & Marshall College 1988 — 1991
BA, Political Science
New York University School of Law 1988 — 1991
JD, Law
Archdiocese of New York 2012 - Present
Cardinal Hayes High School 2010 - 2012
ING Investment Management 2006 - 2009
HSBC 2002 - 2006
JPMorgan Chase 1999 - 2002
Turner Construction 1994 - 1997
Long Island Lighting Company 1990 - 1994
Skills
Non-profits, Public Speaking
Education
Fordham University 2010 — 2011
Master of Science (MSc)
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Manhattan College 1986 — 1990
BE
Pulaski Bank February 2015 - Present
Bank of Nebraska October 2013 - February 2015
Wells Fargo Home Mortgage NMLSR ID 8656 January 2010 - October 2013
HSBC 2002 - 2009
HSBC 1997 - 2002
Enterprise Rent-A-Car 1993 - 1997
Enterprise Rent-A-Car 1991 - 1994
St. Mary's Gourmet Vinegars 1990 - 1991
Skills
Loans, Mortgage Lending, Refinance, Mortgage Banking, Real Estate, Sales, Credit, Loan Origination, Banking, Consumer Lending, FHA, Residential Mortgages, Credit Analysis, Underwriting, Commercial Lending
Education
Fort Hays State University 1986 — 1990
BBA, Management
Wright-Way Rescue July 2015 - Present
HSBC June 2015 - Present
PNC January 2013 - June 2015
PNC Financial Services Group June 2009 - January 2013
Skills
Credit, Financial Analysis, Banking, Portfolio Management, Financial Modeling, Credit Analysis, Underwriting, Commercial Banking, Commercial Lending, Microsoft Excel, Loans, Credit Risk, Small Business Lending, Risk Management, Due Diligence, Loan Origination, PowerPoint, Microsoft Office, Commercial Leasing, French, Financial Services, Bloomberg Software, Finance, Corporate Finance, Investments, Management, Relationship Management, Investment Banking, Debt & Equity Capital..., Financial Risk, Bloomberg, Analysis, Capital Markets
Education
Franklin & Marshall College 2005 — 2009
BA, Business, French
American University of Paris 2007 — 2008
International Business, French
National Outdoor Leadership School 2006 — 2006
Alaska Mountaineering, Organizational Leadership
Citi February 2012 - Present
Citigroup 2005 - Present
HSBC May 2003 - May 2005
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Portfolio Management, Banking, Wealth Management, Private Banking, Risk Management, Credit Analysis, Financial Markets, Hedge Funds, Credit, Asset Management, Bloomberg, Investments
Education
Fundação Armando Álvares Penteado 2000 — 2004
International Relations, International Relations and Affairs
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
The Metropolitan Museum of Art, Watson Library October 2012 - February 2013
Standard Chartered Bank June 2010 - May 2012
Standard Chartered Bank March 2009 - May 2010
Standard Chartered Bank January 2009 - February 2009
Standard Chartered Bank August 2008 - December 2008
Standard Chartered Bank August 2008 - August 2008
HSBC July 2007 - September 2007
Skills
Financial Analysis, Banking, Supply Chain Management, Retail Banking, Commercial Banking, Credit Analysis, Trade Finance, Portfolio Management, Credit Risk, Sales, Microsoft Excel, SPSS, Tableau
Education
Rutgers Business School 2014 — 2016
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Fudan University 2004 — 2008
Bachelor, Economics
Marubeni Corporation September 2012 - Present
United Auto Credit Corporation March 2011 - December 2011
Morgan Stanley May 2007 - March 2011
HSBC January 2002 - May 2007
Skills
Portfolio Management, Capital Markets, Credit Risk, Fixed Income, Credit, Equities, Loans, Banking, Financial Services, Financial Risk, Analysis, Sales, Customer Service, Real Estate, Operations Management
Education
Fordham University 2002 — 2007
B.S., Finance
Aquinas High School
JP Morgan Chase Bank, NA 2011 - Present
HSBC 2010 - 2011
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2005 - 2009
Holland & Knight LLP January 2000 - January 2001
Education
Fordham University 2005 — 2009
Economics, Finance
Fordham University 2005 — 2009
BA, Economics and Finance
Two Sigma Investments October 2012 - Present
Barclays Capital July 2009 - September 2012
Bain Capital July 2008 - August 2008
HSBC September 2007 - March 2008
Armagh Observatory July 2007 - August 2007
Skills
Quantitative Finance, Equities, FX Options, Quantitative Investing, High Frequency Trading, Derivatives, VBA, Trading Systems, Quantitative Analytics, Equity Derivatives, Financial Engineering, Statistical Arbitrage, Portfolio Optimization, Credit Derivatives, Time Series Analysis
Education
Imperial College London 2008 — 2009
Master of Science with Distinction, Mathematics and Finance
Fudan University 2004 — 2008
Bachelor of Science, Applied Mathematics and Pure Mathematics
KPMG January 2012 - Present
Archon Group 2011 - 2013
KPMG January 2011 - April 2011
HSBC July 2007 - August 2009
Skills
Accounting, Credit Risk, Tax, Financial Reporting, Analysis, CPA, Financial Accounting, Finance, GAAP, Income Tax
Education
University of North Texas 2009 — 2012
Master, Accounting - Entrepreneurial
Fudan University 2003 — 2007
Bachelor, International Finance
HSBC November 2013 - Present
KeyBank February 2005 - June 2013
Marist College May 2004 - July 2004
SunTrust Bank September 1999 - August 2002
Skills
Underwriting, Credit Risk, Portfolio Management, Commercial Lending, Credit, Credit Structuring
Education
Pace University - Lubin School of Business 1992 — 1995
Master of Business Administration (MBA), Financial Management, 3.8
Fordham University 1987 — 1990
Bachelor of Science (BS), Finance, 3.5
HSBC April 2008 - Present
HSBC June 2006 - April 2008
HSBC June 2002 - June 2006
Deutsche Bank October 1999 - June 2002
Skills
Banking, Change Management, Credit Derivatives, Derivatives, Equities, Fixed Income, Investment Banking, Middle Office, Capital Markets, Risk Management, Interest Rate..., Back Office
Education
Fordham University 1995 — 1999
Bachelor of Arts, Economic, Business Management
JPMorgan Chase May 2013 - Present
BNP Paribas July 2012 - Present
HSBC September 2011 - June 2012
KBC Bank July 2007 - September 2011
KBC Bank N.V July 2007 - September 2011
Citigroup Private Bank May 2003 - July 2008
Guadalupe & Associates May 1999 - April 2003
Instinet Corporation July 1998 - April 1999
REFAC Technology Development Corporation January 1996 - May 1997
Skills
Derivatives, ISDA, Corporate Law, Litigation, Negotiation, Legal Writing, Securities, Hedge Funds, Financial Services, Corporate Governance, AML, Banking, Private Equity, Credit, Credit Risk
Education
Admitted New York State Bar - First Department.Fordham University School of Law 1992 — 1995
Fordham University School of Law 1992 — 1995
J.D
University of Florida 1990 — 1992
Bachelor of Arts (BA), Political Science
high school 1984 — 1988
HSBC
Skills
Financial Services, Banking
Education
Fordham University 1986 — 1990
HSBC December 2011 - Present
Self Employed August 2004 - Present
HSBC August 2004 - March 2014
A-1 Delivery August 1987 - August 2004
Skills
Securities, Sales, Loans, Mortgage Lending, Team Building, Finance, Portfolio Management, Microsoft Office, Consumer Lending, Financial Services
Education
US Colleges, Montclair, CA 2014 — 2014
Certificate, Computerized Office Procedures and Accounting, B
Fullerton College 1966 — 1969
Business Administration and Management, General, B
Deustche Bank July 2004 - July 2011
Morgan Stanley June 2003 - April 2004
HSBC March 2003 - June 2003
Bear Stearns & Company October 1998 - January 2003
Skills
Microsoft Office, Concur
Education
Fordham University
HSBC March 2010 - Present
NYCERS July 2009 - March 2010
GFI Group July 2005 - January 2009
Merrill Lynch December 1999 - October 2004
DLJ Direct November 1995 - November 1999
Skills
Equities, Trading Systems
Education
Fordham University 1987 — 1991
BS, Accounting
National Financial Legacy Group December 2013 - Present
UPS June 2013 - Present
HSBC 2004 - 2008
Skills
Transportation, Customer Service, Transportation..., Operations Management, Logistics, Team Building, Process Improvement, Budgets, Freight, Microsoft Office, Management, Financial Modeling, Life Insurance, Licensed Life & Health..., Health Insurance, Disability Insurance, Long Term Care Insurance, Financial Analysis, Financial Reporting, Oracle PL/SQL..., Oracle SQL Developer, Business Objects
Education
Frederick Community College 1994 — 1996
Middletown High School
Royal First Realty 2014 - Present
Rogers Communications December 2008 - September 2014
HSBC February 2008 - December 2008
HSBC June 2006 - January 2008
Skills
Real Estate Marketing, Customer Service, Customer Experience
Education
Sauder School of Business 2014 — 2014
Real Estate Trading Services
Fu Jen Catholic University 2000 — 2004
Bachelor of Arts (B.A.), English Literature and Linguistics
HSBC July 2008 - April 2013
Crawford & Company February 2006 - March 2008
Crawford & Company February 2002 - February 2006
Crawford & Company February 2001 - February 2002
Crawford & Company February 2000 - February 2001
Crawford & Company November 1992 - February 2000
Crawford & Company May 1987 - November 1992
Education
American Management Association 1989 — 1991
Management and Sales Management Certificate, Management and Sales Management
Frostburg State University 1966 — 1969
3 years no degree, Biology, General
DAVID TURRIGIANO, CPA P.C. , BROOKLYN, NY November 2014 - August 2015
Standard Chartered Bank September 2014 - November 2014
JPMorgan Chase & Co. November 2013 - March 2014
Lloyds Banking Group October 2012 - March 2013
HSBC May 2012 - September 2012
HSBC April 2010 - February 2012
BNY Mellon August 2008 - January 2010
Deutsche Bank August 2006 - March 2008
Hospitality Industry/ Freelance January 2002 - June 2006
AXA Financial September 1996 - October 2001
Skills
Due Diligence, Analysis, Risk Management, Research, Operational Risk, Securities, Enterprise Risk..., Banking, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Financial Services, KYC, Microsoft Excel, Microsoft Office, Anti-Money Laundering..., Transaction Monitoring, Norkom, Mantis, Prime, Optima, LexisNexis, WorldCheck, Bloomberg Terminal, Actimize, Fortent, Risk Assessment, Operational Risk..., Financial Risk, Anti Money Laundering
Education
Fordham University 1991 — 1993
Information Science/Studies