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
HSBC November 2013 - Present
TD Bank Group May 2011 - October 2013
Capital One December 2009 - April 2011
SunTrust Bank February 2004 - November 2009
Skills
Loans, Credit, Banking, Portfolio Management, Underwriting, Analysis, Risk Management, Commercial Banking, Financial Analysis, Credit Analysis, Accounting, Corporate Finance, Cash Flow, Commercial Lending, Credit Risk, Financial Modeling, Lines Of Credit, Consumer Lending, Relationship Management, Leadership, Small Business Lending, Sales, Treasury Management, Commercial Mortgages, Cash Management, Retail Banking, Mortgage Lending, Financial Services, Financial Risk, Asset Based Lending, Investments, Finance, Loan Origination, Wealth Management, Cross Selling, Strategic Financial..., Capital Markets, SBA, Executive Management, Credit Cards
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2003 — 2006
B.S. Business Administration, Business Management
Quince Orchard
Abercrombie & Fitch March 2015 - Present
Abercrombie & Fitch December 2014 - March 2015
5Crowd May 2014 - August 2014
Lend Lease June 2010 - April 2013
HSBC June 2010 - March 2011
GP Imports Ltda February 2008 - June 2010
Skills
Marketing Strategy, Project Management, Sales, Customer Service, Loyalty Programs, Finance, Social Media Marketing, CRM, Marketing, Relationship Marketing, Leadership, Microsoft Excel, Management
Education
George Brown College 2014 — 2014
Post-Graduate, Marketing Management - Financial Services
Faculdade Dom Bosco 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration
North Windsor June 2014 - Present
Blackmore Partners Inc. October 2014 - January 2015
HSBC August 2011 - August 2011
Skills
SAS, SQL, Matlab, Risk Management, Valuation, Financial Modeling, Equity Research, Corporate Finance, Financial Analysis, Data Mining, Data Analysis, Eviews, Visual FoxPro, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Bloomberg, Economics, Analysis, Accounting, Research, VBA, Portfolio Management, Bloomberg Terminal, Investments, Salesforce Training
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Finance, Finance, Energy Specialization, 3.7
Xiamen University 2009 — 2013
Bachelor of Economics, International Economics and Trade, 3.3
Georgetown University 2012 — 2012
Non-Degree Exchange Program, Finance, General, 4.0
University of Iowa 2011 — 2011
Non-Degree Exchange Program, Business/Commerce, General, 3.3
Linn County Sheriff Office October 2014 - Present
Linn County Sheriff Office October 2012 - Present
Linn County Sheriff Office 2010 - October 2012
Corvallis Chamber of Commerce July 2011 - July 2012
HSBC September 2005 - December 2007
UST Inc. June 1999 - September 2004
Skills
Marketing Management, Recruiting, Event Management, Event Producing, Strategic Hiring, Business Development, Leadership, Entrepreneurship, Social Media, Fundraising, Sales Management, Management, Marketing, Marketing Strategy, Program Management, Strategic Planning, Sales, Public Speaking, Event Planning, Team Building, Training, Collaborative Problem..., Strategy
Education
George Fox University 2005 — 2007
MBA, Business
Oregon State University 2004 — 2005
BS, Exercise and Nutrition Science
Oregon State University 1996 — 1999
Bachelor of Science (BS), Science
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
Prudential Financial July 2013 - Present
Wells Fargo January 2012 - April 2013
Paramax Corporation August 2010 - May 2011
HSBC November 2009 - September 2010
Leading with Creativity 2010 - 2010
Power Tools and Abrasives Inc June 2007 - October 2009
Skills
Commercial Real Estate, Real Estate Transactions, CMBS, Real Estate Financing, Investment Banking, Asset Management, Valuation, Business Analysis
Education
Georgetown University
Master’s Degree, Real Estate Finance
Niagara University 2007 — 2011
Bachelor of Science (BSc), Finance
Credit One Bank June 2014 - Present
HSBC January 2011 - May 2014
Alliance Data July 2008 - November 2010
HSBC November 2006 - July 2008
HSBC September 2005 - November 2006
HSBC September 1997 - August 2005
Skills
Cross-functional Team..., CRM, Strategy, Marketing Strategy, Business Development, Direct Marketing, Market Research, Program Management, Management, Leadership, Analytics, Strategic Planning, Marketing, Product Development, Segmentation, Project Management, Business Planning, Sales, Contract Negotiation, Budgets, Financial Services, Credit Cards, Multi-channel Marketing, Database Marketing, Customer Acquisition, Relationship Management, Enterprise Software, P&L Management, Customer Retention
Education
George Fox University
MBA, emphasis in Management and Leadership
Warner Pacific College
Bachelor of Science, Business Administration
Accenture May 2014 - Present
Bank of America (National Systems Inc. Contractor) July 2013 - May 2014
Bank of the West 2011 - 2013
HSBC 2007 - 2010
GE Capital 2001 - 2007
Standard & Poor’s DRI (now IHS Global Insight) 1998 - 2001
Economic Research Service (USDA) 1992 - 1998
Skills
Credit Risk Analysis, Model Valiation, Risk Model Development, Business Requirements, SQL, Marketing Analytics, Consulting, Project Management, SAS, Basel II, Compliance, Technical Documentation, Strategic Planning, Policy Analysis, Access, Business Process..., Econometrics, Statistics, Business Intelligence, Regulatory Analysis, System Implementations, Decision Analysis, Decision Technology, Business Analysis, Microsoft Excel, Strategy Design Studio, Credit Bureau, Small Business Lending, Commercial Banking, Analysis, Credit, Credit Risk, Financial Risk, Strategy, Risk Management
Education
North Carolina State University
Master.of Arts (M.A.), Economics
George Mason University
Bachelor's Degree, Economics
Cisco Meraki September 2015 - Present
Cisco Meraki May 2014 - September 2015
Oaktree Capital Management June 2012 - May 2014
HSBC June 2011 - August 2011
Martin Wolf Securities June 2010 - August 2010
Waste Ventures June 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business
General Assembly 2015 — 2015
Analytics
Bellarmine College Preparatory 2004 — 2008
Datacard Group April 2009 - Present
HSBC 2007 - 2009
Capital One 2003 - 2007
Capital One 2001 - 2003
American Express 2000 - 2000
Skills
Strategy, Analytics, Business Strategy, P & L Management, Cross-functional Team..., Market Intelligence, Customer Segmentation..., Customer Acquisition..., Direct Marketing:..., Online Marketing, Integrated Marketing, Mergers & Acquisitions, Competitive Analysis, Pricing Strategy, SEO, Marketing Strategy, Direct Marketing, Vendor Management, Strategic Partnerships, Product Marketing, Multi-channel Marketing, Internet Marketing, Search Engine Marketing, Web Experience, SEM, Product Portfolio..., People Management and..., Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
The University of Connecticut 1998 — 1999
Walker & Dunlop September 2014 - Present
Freddie Mac August 2011 - August 2014
Thomson Reuters May 2009 - August 2011
Exit Realty February 2008 - May 2009
HSBC August 2006 - March 2008
Skills
Financial Analysis, Real Estate Economics, Investments, Real Estate Transactions, Due Diligence, Contract Negotiation, Mortgage Underwriting, CMBS Underwriting, Structured Finance, Capital Markets, Property Tax, Valuation, Student Housing, Real Estate Tax Appeals, Real Estate Financing, Real Estate, Real Estate Development, CMBS, Mergers & Acquisitions, Loans, Leases, Commercial Real Estate, Asset Management, Property, Underwriting, REO
Education
Georgetown University 2009 — 2011
Masters, Commercial Real Estate Finance
Virginia Commonwealth University
Bachelor of Science, Business; Concentration in Real Estate and Urban Land Development
HSBC December 2014 - Present
JP Morgan June 2011 - December 2014
JP Morgan September 2008 - June 2011
Bank of America June 2005 - September 2008
MBNA June 2002 - June 2005
WebPerfect August 1999 - May 2003
Education
Georgetown University 2001 — 2003
MA, International Relations
University of Maryland College Park 1993 — 1997
BA, Political Science, Spanish
Spanish American Institute 1996 — 1996
Spanish
Matawan 1989 — 1993
LDA Life and Learning Services March 2013 - Present
Genesee-Orleans Council on Alcohol and Substance Abuse November 2011 - June 2012
Community Care of Western New York September 2008 - October 2011
NYS Veterans Home September 2000 - December 2007
HSBC October 1983 - July 2000
Skills
Hospice Case Management, Substance Abuse..., Community Education, Volunteer Recruiting, Entry-Level..., Activities of Daily..., Employment, Non-profit Volunteer, Elder Care, Public Speaking
Education
State University of New York College at Brockport 2003 — 2008
Bachelor of Science (B.S.), Social Work
Genesee Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Human Services
Causal Design June 2015 - Present
The World Bank May 2015 - Present
Georgetown University November 2013 - May 2015
The World Bank July 2014 - August 2014
Innovations for Poverty Action May 2014 - July 2014
Funshaala April 2012 - August 2013
IL&FS September 2011 - August 2013
HSBC June 2008 - August 2008
Skills
NGOs, Corporate Social..., Nonprofits, Research, Sustainability, Government, Policy Analysis, International..., Fundraising, International Relations, Public Policy, Community Outreach, Political Science, Qualitative Research, Political Campaigns, Microeconomics, Microfinance, Data Analysis
Education
Georgetown University 2013 — 2015
Master in International Development Policy, Development Economics and International Development
University of Michigan 2007 — 2011
Bachelor's degree, Political Science and Government, History
Dhirubhai Ambani International School
ING June 2015 - Present
Dixon Hughes Goodman LLP April 2014 - Present
HSBC January 2013 - April 2014
PwC June 2012 - December 2012
Bank of America November 2010 - June 2012
Bank of America February 2008 - November 2010
Wachovia Corporation September 2006 - February 2008
Skills
Financial Analysis, Financial Modeling, Managerial Finance, Investments, Budgets, Portfolio Management, Financial Services, Finance, Credit, Credit Risk, Internal Audit, Loans, Strategic Financial..., Banking, Accounting, Cash Flow, Due Diligence, Financial Risk, Fixed Income, Auditing, Investment Banking, Mergers, Treasury Management, Valuation
Education
Gardner-Webb University 2009 — 2010
International MBA
Gardner-Webb University 2003 — 2006
Bachelor of Science (B.S.), Business Administration
HSBC March 2013 - Present
HSBC April 2012 - March 2013
HSBC January 2011 - April 2012
HSBC June 2008 - January 2011
Skills
OFAC, AML, USA PATRIOT Act, Banking, Bank Secrecy Act, Norkom, Embassy Banking, Risk Management, Trend Forecasting, Operational Risk, KYC, Financial Risk, Commercial Banking, Anti Money Laundering, Fraud, Retail Banking, Due Diligence
Education
The George Washington University 2005 — 2008
Bachelor's Degree, International Affairs; Economics
Georgetown University 2010 — 2010
Certificate, International Business Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2006 — 2006
Study Abroad - Fall 2006 (Spanish Immersion Program)
NYS DOCS June 2007 - 2013
Byron Bergen Central School September 2002 - June 2005
HSBC January 1996 - July 1999
Skills
Corrections
Education
State University of New York College at Brockport 2003 — 2006
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
Nazareth College of Rochester 2002 — 2002
Business Teacher Education
State University of New York College at Oswego 1999 — 2001
Bachelor of Education (BEd), Vocational High School and Secondary Business/Vocational-Industrial/Occupational Diploma Program, 3.93
Genesee Community College 1994 — 1997
Associate's in Applied Science, Business/Business Administration
First Niagara Bank October 2014 - Present
TEKsystems May 2014 - October 2014
Solu Technology Partners January 2014 - April 2014
Baxter Healthcare February 2012 - January 2014
Modis, Inc. (formally Ajilon Consulting) February 2009 - February 2012
Carestream Health, Inc. November 2008 - October 2009
A+ Consulting May 2008 - November 2008
Ciber January 2008 - May 2008
HSBC 2006 - 2007
Xerox 2005 - 2006
Skills
Test Automation, Testing, Software Quality..., Quality Assurance, Quality Center, Regression Testing, Test Planning, QTP, Test Cases, Performance Testing, Automation, System Testing, SDLC, User Acceptance Testing, Manual Testing, Test Management, Integration Testing, Test Strategy, Agile Testing
Education
Almeda College & University 2000 — 2003
BS, Computer information Systems
AMEDD Center and School 1992 — 1993
Combat Medic, 91B, Emergency Medical Technology/Technician (EMT Paramedic), Passed
State University of New York College at Brockport 1991 — 1993
Incomplete, Computer Science
Genesee Community College 1985 — 1987
aas, Mechanical Engineering
MBank February 2015 - Present
The Bank of Oswego October 2013 - February 2015
US Bank April 2012 - October 2013
Wells Fargo 2009 - 2012
Wells Fargo 2007 - 2009
HSBC 2006 - 2007
Nordstrom 2004 - 2006
Skills
Commercial Real Estate, Credit, Commercial Banking, Loans, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Business Development, Cross Selling, Finance, Lines Of Credit, Management, Portfolio Management, Underwriting
Education
George Fox University 2013 — 2015
Master of Business Administration (MBA)
Portland State University
Bachelor of Science (B.S.)
HSBC May 2011 - Present
Ajilon September 2009 - May 2011
Hudson's Bay Company November 2010 - December 2010
Skills
Customer Service, Project Management, Teamwork, Microsoft Excel, Team Leadership, Microsoft Office, Sales, Cross Selling, PowerPoint, Finance, Customer Satisfaction, Strategic Planning
Education
University of Toronto School of Continuing Studies 2010 — 2011
Certificate in Merchandising, Merchandising
University of Toronto School of Continuing Studies 2009 — 2010
Certificate in Advertising, Advertising
University of Toronto - Trinity College 2004 — 2008
Honours Bachelor of Arts, Political Science, French as a Second Language, Spanish
St. Robert Catholic High School 2000 — 2004
Ontario Secondary School Diploma
George Brown College Continuing Education
HSBC January 2014 - Present
Josiah Russell Web Design January 2012 - Present
Camp Hickory Hill July 2008 - Present
Empire Tractor April 2012 - February 2014
Tops Markets November 2010 - January 2012
Skills
Dojo JavaScript toolkit, JavaScript, HTML 5, CSS3, CSS, PHP, jQuery, Java
Education
Genesee Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Web Design
Goldman Sachs July 2014 - Present
Merrill Lynch June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
Economics, Statistics, Microsoft Office, Data Analysis, PowerPoint, Econometrics, Stata, Microsoft Word, Microsoft Excel, English, Teaching, Quantitative Analytics, Qualitative Research, Higher Education, Dreamweaver, R, Research, VBA
Education
Georgetown University 2015 — 2017
Master of Science (MS), Finance, General
Mount Holyoke College 2010 — 2014
Bachelor's degree, Mathematics and Economics
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Southville International School and Colleges (SISC) August 2011 - July 2013
HSBC September 2009 - May 2011
HSBC August 2007 - August 2009
HSBC May 2006 - July 2007
Skills
Financial Analysis, Project Management, Microsoft Excel, PowerPoint, Auditing, Financial Modeling, Accounting, Strategy, Corporate Finance, Strategic Planning
Education
Georgetown University - The McDonough School of Business
MBA
The London School of Economics and Political Science (LSE)
Bachelor of Science (B.Sc.), Accounting and Finance
San Francisco Girls Chorus April 2015 - August 2015
Pristine Sun LLC July 2014 - April 2015
First Republic Bank July 2013 - February 2014
Stuart Gilchrist Interiors July 2013 - January 2014
Parkwide March 2013 - July 2013
Internal Revenue Service January 2013 - April 2013
Nihon Whiskey Lounge August 2009 - April 2012
GoMobile September 2005 - January 2007
HSBC August 2004 - September 2005
American Longevity January 2003 - August 2004
Skills
Accounting, QuickBooks, Microsoft Excel, Excel Pivot, Access, PowerPoint, Accounts Receivable, Accounts Payable, Bookkeeping, Payroll, Financial Statement..., Microsoft CRM, Project Management, Netx360, Studio Webware, Aging Reports, Human Resources, Dental Assisting, Dental Radiography, Dental Insurance, ERP, Invoicing, Customer Service, Management, Employee Benefits, Tax, Teamwork, Account Reconciliation
Education
San Francisco State University, College of Business 2010 — 2013
Bachelor of Science (B.S.), Business Administration concentration in Accounting
Pima Medical Institute-Chula Vista
Dental Assisting/Assistant
Gavilan College
Associate of Arts (AA)
Credit Suisse September 2014 - Present
Credit Suisse April 2013 - September 2014
HSBC March 2010 - April 2013
HSBC October 2008 - February 2010
AECOM January 2008 - May 2008
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Capital Markets, Investments, Portfolio Management, Due Diligence, Banking, Mergers & Acquisitions, Credit, Mergers
Education
Georgetown University - The McDonough School of Business 2004 — 2007
Bachelor of Science, Finance, International Business
Oxford University 2007 — 2007
International Finance
Xerox January 2015 - Present
Xerox September 2010 - December 2014
HSBC July 2008 - July 2010
Deloitte Consulting June 2007 - August 2007
Skills
Business Analysis, Project Management, Management, Leadership, Training, SDLC, Risk Management
Education
Georgetown University 2004 — 2007
International Business, Operations Management, Concentration - Russian Eastern European Studies
University of Oxford 2006 — 2006
International Finance and Strategic Management
TEKSystems, Contractor for Capital One December 2012 - Present
HSBC October 2011 - November 2012
CompTech Computer Technologies 2010 - October 2011
CDO Technologies March 2009 - September 2010
USMEPCOM 1999 - 2008
NCH NuWorld Marketing September 1998 - June 1999
Great Lakes Naval Hospital 1995 - 1998
Navy Data Automation Facility October 1979 - October 1994
Navy Regional Finance Center 1975 - 1980
Skills
Senior z/OS..., RACF Administrator, Mainframe Secure Signon, Mainframe, Unix, Security, z/OS, ISPF, SDSF, MVS, OS/390, IBM Mainframe, TSO, REXX, IBM Utilities, JCL, RACF, ITIL, Disaster Recovery, COBOL, Software Installation, Operating Systems, FTP, Troubleshooting, TCP/IP, Documentation, VTAM, System Administration, Linux, Software Development, VSAM, Network Security, Programming, Software Documentation, Computer Forensics, Computer Security, Information Security, CICS, Active Directory, z/VM, Omegamon, Fileaid, IBM iSeries, AIX, BMC Remedy, Project Support, IBM AIX
Education
Gateway Technical College 1971 — 1974
Independent Contractor - Nuance Communications October 2011 - Present
Nuance Communications April 2012 - March 2014
Bank of America April 1998 - November 2011
Marine Midland 1995 - 1998
HSBC 1995 - 1998
First Federal 1987 - 1996
First Federal Savings & Loan 1987 - 1996
Columbia Banking 1985 - 1995
Skills
Business Analysis, SDLC, Software Development, Process Improvement, IT Strategy, Vendor Management, Business Intelligence, Periphonics, Banking, Software Project..., Requirements Analysis, Enterprise Architecture, Risk Management
Education
Genesee Community College 1981 — 1983
AAS, Accounting, Computer Science
HSBC 2011 - Present
Deutsche Bank 2008 - 2010
HSBC June 2005 - May 2008
Bank of America 2003 - 2004
Bankers Trust 1990 - 1999
Education
Georgetown University 1985 — 1989
BA, Economics
BC High 1981 — 1985
HS, College Prep
HSBC November 2010 - March 2015
Banco Safra September 2002 - October 2010
Banco Itaú July 1998 - September 2002
Banco Rodobens SA June 1997 - July 1998
FUNCAMP - Fundação de Desenvolvimento da Unicamp September 1995 - June 1997
Banco do Brasil July 1993 - August 1995
Education
Ibmec 2001 — 2003
MBA, Financas
Fundação Getulio Vargas 1999 — 2000
GV PEC Pos Graduacao, Financas
Pontifícia Universidade Católica de Campinas 1993 — 1998
Bacharelado em Economia, Economia
Banco Santander July 2007 - Present
HSBC January 2005 - June 2007
Sofaer Capital January 2002 - September 2004
PRTM Management Consultants August 2000 - November 2001
IBM Global Services June 1994 - June 2000
NCR Corporation 1990 - 1994
Skills
Portfolio Management, Financial Markets, Equities, Capital Markets, Investment Banking, Banking, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Business Administration
University of California, Berkeley 1995 — 1995
Certificate, Business Administration
Universidad de Belgrano 1986 — 1990
BS, Information Technology
ProcureStaff 2004 - 2008
HSBC 1996 - 2003
Education
Troy University 1995 — 1997
Master's of Science, Human Resources
George Mason University 1987 — 1992
My.Suit November 2014 - Present
Simplex Internet Inc January 2014 - Present
Etree Inc February 2012 - January 2014
Armor Lux July 2011 - January 2012
Brotman Winter Fried Communications September 2010 - December 2010
Aflac June 2010 - August 2010
HSBC July 2008 - August 2008
International Olympic Committee June 2007 - July 2007
Skills
Social Media, Marketing, Public Relations, Marketing Communications, Social Media Marketing, Spanish, Event Planning, Facebook, Retail, Operations Management, Logistics, International Marketing, International Logistics, Project Management, Microsoft Excel, Korean, Advertising, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Marketing, Management
Colegio Maya The American International School of Guatemala 2003 — 2007
High School
Citi July 2013 - Present
First Niagara Bank July 2012 - July 2013
HSBC December 2011 - July 2012
Skills
Fraud, Financial Risk, KYC, Banking, Internal Controls, Quality Assurance, Quality Auditing, AML, Operational Risk
Education
Canisius College 2013 — 2015
Forensic Accounting, Accounting
Geneva College 2007 — 2011
Bachelor's degree, Accounting
HSBC April 2014 - Present
HSBC April 2010 - March 2014
Fitch Ratings May 2009 - April 2010
Standard Bank January 2008 - December 2008
IFC - International Finance Corporation July 2006 - December 2007
BankBoston January 1996 - June 2006
BankBoston Banco Múltiplo SA 1996 - 2006
Skills
Credit, Banking, Credit Risk, Corporate Finance, Business Planning, Structured Finance, Investments, Risk Management, Capital Markets, Financial Risk, Credit Analysis, Financial Analysis, Financial Markets, Finance, Business Strategy
Education
Fundação Getulio Vargas 1998 — 1999
Specialization, Business
Universidade Estadual de Campinas 1991 — 1995
Undergrad, Chemical Engineering
Metonic Real Estate Solutions August 2013 - Present
HSBC July 2007 - September 2012
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Equity Research, Capital Allocation, Investor Relations, Investment Management, Poker, College Basketball, Opinion Writing, Investment Banking, Investments, Corporate Finance, Real Estate Financing
Education
Georgetown University 2003 — 2007
BA, Economics
Navy Federal Credit Union July 2014 - Present
PNC Mortgage September 2012 - July 2014
Capital One Home Loans August 2011 - September 2012
HSBC February 2011 - August 2011
Bank-Fund Staff FCU - World Bank & IMF Credit Union 1998 - 2010
Skills
Loans, Refinance, Mortgage Lending, Mortgage Banking, Residential Mortgages, Finance, Sellers, Investment Properties, Referrals, Loan Origination, FHA, Credit, Banking, Financial Services, VA loans, FHA financing, Investments, Mortgage Underwriting, USDA, Credit Analysis, Construction Loans, Analysis, Reverse Mortgages
Education
Georgetown University
Financial Planning, Finance
Penn State University
Universidad Autónoma de Santo Domingo
MainSource Financial Group June 2012 - Present
Citi April 2011 - May 2012
JPMorgan Chase January 2010 - February 2011
Knighthorst Shredding LLC April 2009 - February 2010
HSBC January 2005 - January 2009
Family Mortgage January 2003 - December 2004
Skills
Loan Origination, Retail Banking, Mortgage Lending, Mortgage Underwriting, Residential Mortgages, Sales, Sales Operations, Team Management, Training, Finance, VA Loans, Loan Servicing, Customer Retention, Marketing, Account Management, Consumer Lending, Credit Analysis, Credit, Customer Service, Loans, Banking, Customer Acquisition, Mortgage Banking
Education
Georgetown College 1998 — 2002
B.S., Business Administration
Georgetown College
Georgetown University December 2012 - Present
Georgetown University October 2012 - Present
Industrial and Commercial Bank of China July 2011 - August 2011
HSBC June 2011 - July 2011
SND ventures group July 2010 - August 2010
Skills
Economics, Stata, Research, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Statistics, Microsoft Word, Event Planning, Matlab
Education
Georgetown University 2012 — 2013
MA, Applied Economics
University of Maryland College Park 2009 — 2012
Bachelor of Arts (B.A.), Economics
Self January 1995 - Present
US Bank July 2009 - February 2014
HSBC March 2000 - July 2008
Skills
Project Management, Networking, Customer Service, Financial Analysis, Analysis, Publicity, Public Relations, Business Analysis, Microsoft Excel, Time Management, Credit Cards, Banking, Credit Analysis, Small Business, Event Management, Process Improvement, Portfolio Management, Social Media, Leadership, Microsoft Office, Credit, Social Media Marketing
Education
George Fox University 2014 — 2015
Bachelor's degree, Management and Organizational Leadership
Portland State University - School of Business 2000 — 2004
Buisness Management
First Mortgage Group, Inc. October 1987 - Present
Capital One Bank May 2011 - October 2011
HSBC October 2010 - May 2011
Education
George Mason University 2000 — 2011
Music, Business Administration
Wintrust Mortgage April 2014 - Present
Waterstone Mortgage Corporation February 2011 - April 2014
Home Savings of America March 2010 - February 2011
Bremer Bank December 2007 - February 2010
Countrywide Home Loans 2006 - 2007
HSBC 2000 - 2005
Goodman Jewelers 1997 - 1999
Helzberg Diamonds 1995 - 1997
Skills
FHA, Conventional, VA, Mortgage Lending, Loans, First Time Home Buyers, USDA, Credit, Refinance, Purchase, Residential, Problem Solving, Customer Relations, Sales Management, Fundraising, Investment Properties, Coaching, Mortgage Banking, Team Building, Negotiation, Banking, Construction Loans, Mortgage Industry, VA loans, Loan Origination, Real Estate, Residential Mortgages, First Time Buyers, Short Sales, Reverse Mortgages, Underwriting, Foreclosures, Mortgage Planning, Customer Service, Investments, Condos, FHA financing, REO, Real Estate Investment, New Home Sales, Financial Analysis, Public Speaking, HUD, Budgeting, Credit Analysis, Compliance, Single Family Homes, Jumbo Loans, Keynote, Motivational Speaker
Education
University of Minnesota-Twin Cities 1983 — 1988
Music
Gemological Institute of America 1986 — 1987
Gemologist-Diamonds
Armstrong High School
HSBC September 2014 - Present
Tetra Tech July 2012 - September 2014
U.S. Treasury May 2009 - August 2009
Skills
Economics, Risk Management, Financial Risk, Internal Audit, Global Banking, Economic Sanctions, Trade Finance
Education
Georgetown University 2014 — 2014
Pre-MBA, Business Administration
George Mason University 2008 — 2012
BA, Global Affairs, Global Economy and Management
UBS Wealth Management June 2013 - Present
UBS May 2011 - June 2013
HSBC December 2010 - April 2011
Evivia Web Tools July 2010 - December 2010
Georgetown University September 2007 - May 2010
Mosaic International Institute February 2009 - April 2009
MTV3 June 2008 - August 2008
Georgetown University 2007 - 2008
Trapeze School New York 2007 - 2008
Skills
Spanish, Portuguese, Marketing Communications, Social Networking, Internal Communications, Enterprise Social..., PowerPoint, Social Media, Management, Research, Building Relationships, Presentations, Strategy, Social Media Marketing, Marketing, Online Advertising, Market Research, Project Management, CRM, Leadership
Education
Georgetown University 2006 — 2010
B.S.
HSBC October 2014 - Present
HSBC February 2014 - October 2014
HSBC May 2012 - January 2014
Evolutyz Corp July 2011 - April 2012
Wells Fargo August 2010 - July 2011
HSBC January 2004 - February 2010
Skills
Due Diligence, Anti Money Laundering, Report Writing, AML, Financial Transactions, Customer Service, Banking, USA PATRIOT Act, KYC, Bank Secrecy Act, OFAC, Financial Risk, Sanction, Risk Management, Operational Risk...
Education
National Law School of India University 2008 — 2018
Masters in Business Law
Georgetown University 2012 — 2013
Forensic Accouting
Gandhi Institute of Technology and Management 2001 — 2004
Bachelor of Business Administration (B.B.A.)
Timpany School 1998 — 2001
Economics
Bank of America Merrill Lynch December 2012 - Present
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
Deutsche Bank November 2008 - May 2010
HSBC August 2008 - November 2008
HSBC November 2005 - August 2008
Citibank March 2002 - March 2005
Multibras 2001 - 2002
Skills
Cash Management, Trade Finance, Financial Transactions, Commercial Banking, Treasury, Treasury Services, FX Options, Financial Markets, Banking, Credit
Education
Fundação Getulio Vargas 2009 — 2011
post graduation, MBA Executive in Marketing
Fundação Getulio Vargas 2008 — 2009
post graduation, Master in Financial Economics
Faculdade de Engenharia Industrial 1999 — 2006
Bachelor Degree on Electronic Engineering
ETFSP - Escola Técnica Federal de São Paulo 1994 — 1999
bachelor in telecommunication technician
Sparks & Associates PLLC January 2015 - Present
International Waste Industries September 2012 - Present
HSBC July 2011 - September 2012
HSBC June 2008 - June 2011
Skills
Customer Service, Customer Relations, Budgeting, Proposal Writing, Policy Analysis, Excellent analytical..., Able To Multi-task, Able To Work Under..., Multilingual, Cash Handling, Administrative Support, Great People Skills, Cross Selling, Operational, Problem Solving, Negotiation, Team Oriented, Teamwork, Open Minded, Cultural Awareness, Adaptive, Analytical Abilities, Goal Oriented, Meeting Deadlines, Business Ethics, Cultural Sensitivity, Due Diligence, Cultural Diversity, Team Motivator, Analytical Skills, Budgets, Leadership, Cash Flow, Administrative..., Team-oriented, New Business Development, Access, Financial Analysis, Analysis, Microsoft Office, Management, Strategic Planning, Microsoft Excel, Project Management, Banking, Microsoft Word, Sales
Education
The Johns Hopkins University 2011 — 2013
Master of Science (M.S.), Environmental Planning & Management
University of the District of Colombia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Management
George Mason University 2003 — 2005
Business Administration
Capital One May 2012 - Present
Capital One 2012 - 2013
HSBC March 2002 - May 2012
Skills
Instructional Design, Banking, Training Delivery, Project Management, Learning Management, Training, Needs Analysis, Organizational..., Employee Engagement, Employee Training
Education
George Mason University 1993 — 1997
Bachelor's degree, Arts Administration
Middletown High
FINRA March 2014 - Present
HSBC February 2013 - February 2014
Merrill Lynch February 2011 - February 2013
Wachovia, A Wells Fargo Company December 2009 - March 2011
Wachovia Bank February 2009 - December 2009
Wachovia Bank May 2007 - February 2009
Wachovia Retirement Services February 2006 - May 2007
Pei Wei Asian Diner June 2005 - February 2006
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Banking
Education
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning
St. Olaf College 2000 — 2004
B.A., Sociology/Anthropology, Asian Studies
EMx Capital Strategies, LLC October 2014 - Present
HSBC January 2005 - March 2013
UBS Investment Bank 1998 - 2004
Prudential Securities 1996 - 1998
Skills
Emerging Markets, Equities, Corporate Finance, Latin America, Asset Management, Equity Capital Markets, International M&A, Agribusiness, Agriculture, Agricultural Research, Food Industry, Global Marketing, Institutional Sales, Institutional..., Capital Markets, Equity Research, Investments, Structured Finance, Hedge Funds, Investment Banking, Alternative Investments, Derivatives, Structured Products, Financial Markets, Leveraged Finance, Bonds, Bloomberg, Financial Structuring, Valuation, Fixed Income, Trading, Mergers & Acquisitions, Finance, Financial Modeling, Management, Financial Analysis, Portfolio Management, Restructuring, Private Equity, Equity Derivatives, Analysis, Business Strategy, Series 7, IPO, Due Diligence, Banking, Market Risk, Risk Management, Credit Derivatives, Strategy
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA, Finance
University of Maryland 1987 — 1990
MS, Technology Management
University of New Orleans 1980 — 1985
BS, Computer Science
Santa Maria High School
Strayer University November 2014 - Present
Strayer University June 2010 - November 2014
HSBC July 2007 - June 2010
HSBC Bank July 2006 - July 2007
Target Corporation July 2005 - June 2006
Skills
Customer Service, Microsoft Office, Management, Training, Leadership, Team Building, Accounting, Program Management, Access, Nonprofits, Team Management, Strategic Planning, Policy, Teamwork, Budgets, Analysis, Banking, Microsoft Excel, Risk Management, Data Analysis, Financial Analysis
Education
Montgomery College 2013 — 2015
Associate's Degree, Accounting, 4.0
University of Maryland College Park 2001 — 2005
Bachelor's Degree, Finance, General
George Mason University
Candidate, Certificate in Internal Audit
Miscellaneous Customer Sites October 2012 - Present
AutoTrader.com April 2011 - October 2011
HSBC 2004 - 2011
HSBC 2004 - 2011
HSBC - Sr. Business Analyst 2004 - 2011
Tek Systems 2002 - 2004
City of Jacksonville 2001 - 2002
State of Georegia - Department of Revenue 1999 - 2001
Citi 1998 - 1999
Skills
Team-oriented, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Business Requirements, Gap Analysis, Visio, Vendor Management, Software Project..., Business Process, Business Process..., Project Management, Agile / Scrum
Education
George Mason University
Business Administration
Northern Trust Corporation February 2015 - June 2015
Discover Financial Services March 2014 - February 2015
Fidelity National Information Services May 2013 - February 2014
Capital One May 2012 - May 2013
HSBC December 2011 - May 2012
BMO Harris Bank September 2011 - November 2011
Aon Hewitt September 2010 - June 2011
National City Bank August 2008 - March 2010
Freddie Mac January 2007 - June 2008
Allstate Financial 2004 - 2006
Skills
Business Analysis, SDLC, Requirements Gathering, PMO, Vendor Management, Business Process..., PMP, Business Intelligence, Software Project..., Project Delivery, Business Process, Risk Management, Project Management, Resource Management, Management, Program Management, Change Management, MS Project, Requirements Analysis, Visio, Project Planning, Business Requirements, IT Strategy, Process Improvement, Project Portfolio..., Data Warehousing, Data Modeling, SQL, Quality Assurance, IT Management, Leadership, Enterprise Software, Integration, Analysis, Enterprise Architecture, Agile Project Management, SharePoint, Agile Methodologies, ITIL, Outsourcing, Information Technology, Systems Analysis, Software Documentation, User Acceptance Testing, Solution Architecture, ERP, Governance, CRM, Software Development, Cross-functional Team...
Education
Garrett-Evangelical Theological Seminary 2014 — 2017
Master’s Degree, Theology/Theological Studies
North Park University 1998 — 2000
MBA, Business Administration
Northeastern Illinois University 1991 — 1994
BA, Accounting
Microtrain
HSBC June 2013 - Present
Citi February 2013 - May 2013
Citi July 2011 - February 2013
Citi August 2010 - June 2012
Expense Reduction Analysts November 2008 - August 2010
MetLife February 2006 - April 2008
MetLife January 2005 - February 2006
MetLife August 2001 - January 2005
JPMorgan Chase April 1994 - July 2001
TV Guide February 1992 - April 1994
Skills
Anti Money Laundering, Compliance Management, Program Management, Governance, Management, PMO, Enterprise Architecture, Management Consulting, Business Strategy, IT Management, IT Strategy, Enterprise Software, Mergers, ITIL, Portfolio Management, Leadership, Cost Control, Business Analysis, IT systems development, Large Systems...
Education
University of Notre Dame 1979 — 1981
MBA, Finance and Accounting
Georgetown University 1975 — 1979
BS, Language and Linguistics
Georgetown University's McDonough School of Business September 2015 - Present
Siemens December 2014 - May 2015
HSBC September 2014 - November 2014
Essence Securities Co., Ltd January 2014 - March 2014
Skills
Economics, Financial Analysis, MATLAB, Stata, Research, Quantitative Finance, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
Georgetown University 2015 — 2016
Applied Economics, Master's degree
University of International Business and Economics 2011 — 2015
Economics and Finance, Bachelor’s Degree(3.5/4.0)
University of California, Berkeley 2014 — 2014
Business, Summer Session(3.88 / 4.0)
HSBC April 2015 - Present
Inter-American Development Bank July 2013 - August 2013
Axxess Partners October 2008 - June 2012
Prosperitas Capital Partners March 2008 - September 2008
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy, Economics
Pomfret School 1998 — 2002
St. Andrew's Scots School 1991 — 1998
InPayConference January 2015 - March 2015
Société Générale de Banque Jordanie October 2012 - March 2013
Oakley & Babolat Jordan 2007 - 2012
HSBC 2001 - 2007
Patchi January 2000 - December 2000
Skills
Banking, Retail Banking, Risk Management, Team Leadership, Financial Analysis, Analysis, Management, Leadership, Team Management, Employee Training, Presentation Skills, Sales Management, Marketing Management, Social Media, Business Planning, People Management, Interpersonal Skills
Education
George Brown College 2015 — 2015
Instructing Adult Certificate
Jami'at Amman Al-Ahliyya 1994 — 1998
Bachelor's Degree, Banking and Finance
Rosary College School - Jordan
High School
Allegis Global Solutions September 2013 - Present
HSBC May 2013 - September 2013
Scotiabank 2010 - 2011
Heart and Stroke Foundation 2008 - 2010
Maersk Line 2008 - 2008
Alliance Community Hospice 2005 - 2006
Skills
HR Policies, Personnel Management, Organizational..., Performance Management, Executive Coaching, Temporary Placement, Employee Engagement, Training, Recruiting, Labor Relations, Workforce Planning, Leadership, Employee Relations, Talent Management, Human Resources, Talent Acquisition, Interviews
Education
George Brown College 2006 — 2007
Post-Graduate Certificate, Human Resources Management
Centennial College 2005 — 2005
Ontario Colleges Certificate, Computers in Business Management
University of Toronto
Hon. B.A., Major in Psychology, Double Minor in Sociology and English Literature
The Prudential Insurance Company of America November 2013 - Present
New York Life Insurance Company June 2012 - October 2013
Financial Foundation Group February 2010 - June 2012
HSBC 2002 - 2009
Skills
Team Leadership, PowerPoint, Process Improvement, Training, Employee Relations, Human Resources, Relationship Management, Loans, Nonprofits, Financial Analysis, Public Speaking, Microsoft Excel, Fundraising, Sales, Negotiation, Account Management, Research, Event Management, Customer Service, Budgets, Microsoft Office, Outlook
Education
Marymount University 1999 — 2001
Bachelor of Arts, Communications
George Mason University 1997 — 1999
Communications
M&T Bank March 2013 - Present
M&T Bank September 2012 - March 2013
Citi July 2011 - September 2012
HSBC December 2004 - June 2011
Adelphia Cable February 1998 - December 2004
Skills
Project Management, Customer Experience, Analytical Skills, Retail, Call Center, Pricing, Market Research, CRM, Vendor Management, Data Analysis, Marketing Management, Business Development, Analysis, Access, Marketing Strategy, Budgets, Marketing, Account Management, Sales, Sales Management, Retail Banking, Relationship Management, Call Centers, Analytics, Process Improvement, Banking, Leadership, Finance, Training
Education
University of Phoenix 2015 — 2018
Business & Project Management
Gannon University 1995 — 1997
Political Science/International Studies
Port Allegany High School 1991 — 1995
Intersystems July 2015 - Present
Werner Enterprises November 2014 - July 2015
Werner Enterprises February 2015 - April 2015
Werner Enterprises January 2014 - November 2014
Wells Fargo Advisors October 2011 - December 2013
Team National July 2007 - September 2012
Kaplan University January 2008 - January 2012
Mid America Finanacial/ Guardian Mutual Life Insurance Company August 2008 - October 2011
eBay - PayPal May 2007 - August 2008
HSBC August 2004 - May 2007
Skills
Marketing, Training, Sales, Public Speaking, Team Building, Leadership, Marketing Strategy, Management, Customer Service, Strategic Planning, Salesforce.com, Process Improvement, Sales Force Development, Sales Force Alignment, New Business Development, Business Development, Project Management, Coaching, Small Business, Leadership Development, Logistics, Budgets, Account Management, Project Planning, Interviews, Recruiting, Operations Management, Analytics, PowerPoint, Microsoft Office, Negotiation, Staff Development, Sales Management
Education
Westminster College 1989 — 1992
MBA
LDS Business College 1988 — 1989
Associate of Science (A.S.)
Utah Valley University 1988 — 1988
PADI
Snow College 1987 — 1988
Certificates of Completion
Fundación Universidad de las Américas Puebla 1983 — 1987
B.S.
NICE Actimize June 2011 - Present
Tlaltek.mx 2009 - 2011
Fortent 2008 - 2009
HSBC April 2005 - December 2007
UDLAP 2001 - 2006
Skills
Java Enterprise Edition, XML, Java, UML, MVC, Servlets, Scrum, HTML, Oracle, Software Development, SOA, Unix, Design Patterns, Distributed Systems, C++, AJAX, Maven, Agile Methodologies, SQL, Microsoft SQL Server, Object Oriented Design, J2EE, Android Development, Spanish, Software Engineering, Software Project..., MySQL, Databases, Software Design, Web Services, Websphere, DB2, Spring, Architecture, Tomcat, Apache, .NET, Hibernate, JSP, C#, OOP, JavaScript, MapReduce, Linux, Unix Shell Scripting, Scala, SaaS, JSON, RCM, REST
Education
Universidad de las Americas Puebla 1998 — 2006
Masters, Computer Science
Fundación Universidad de las Américas Puebla 1998 — 2003
Ingenieria en Sistemas Computacionales, Computer systems engineering
Guggenheim Partners March 2015 - Present
Pacific Crest Securities July 2014 - February 2015
Rutberg & Company July 2013 - June 2014
Georgetown University September 2009 - May 2013
HSBC June 2012 - August 2012
Center for Strategic and International Studies (CSIS) September 2011 - June 2012
Skills
Chinese, Research, International Relations, Data Analysis, Editing, Public Speaking, Mandarin, Politics, Public Policy, Economics, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
Georgetown University 2009 — 2013
BSFS, International History
The Lawrenceville School 2006 — 2009
HSBC October 2013 - Present
US Trade Representative September 2012 - December 2012
Institut Arabe des Chefs d'Entreprises May 2012 - July 2012
US Treasury January 2012 - May 2012
Bank of America April 2010 - April 2011
Bank of America June 2008 - April 2010
Bank of America June 2007 - June 2008
Hongkong Land May 2006 - August 2006
Skills
Six Sigma, French, Mandarin, International Relations, International..., International Trade, Project Management, Banking, Risk Analysis, Managing Multi-Million..., Enterprise Development, Macroeconomics, Emerging Markets, Language Teaching, Economic Development, Economic Data Analysis, Change Management, Business Planning, Entrepreneurship, Government
Education
Georgetown University 2011 — 2013
Masters of Science, Foreign Service, International Development
University of Richmond 2003 — 2007
Bachelor of Arts, International Studies, French, History, Chinese
Ecole supérieur de Commerce de La Rochelle
French
Peking University
Chinese
Huron Consulting Group September 2013 - Present
University of Illinois at Urbana-Champaign January 2009 - August 2013
State Farm Insurance May 2011 - January 2012
HSBC June 2006 - July 2006
MIT Sloan School of Management February 2006 - March 2006
Singapore Kingdem International Investment Management Co.Ltd January 2006 - February 2006
Skills
Quantitative Research, Statistical Modeling, Economic Analysis, Econometrics, Data Management, SAS, R, Stata, Matlab, Eviews, WinRATS, SPSS, ArcGIS, Economics, Quantitative Analytics, VBA, IMPLAN, SQL, Data Analysis, Analytics, Data Mining, Statistics
Education
University of Illinois at Urbana-Champaign 2009 — 2014
Doctor of Philosophy (PhD), Specialization in regional economics and quantitative modelling, 3.86
University of Illinois at Urbana-Champaign 2009 — 2011
Master of Science (MS), Statistics, 3.86
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Science (MS), Economics, 3.94
Tsinghua University 2003 — 2007
Bachelor, Economics
Georgetown University 2006 — 2006
Summer Courses, Economics, American Studies
Shenzhen Middle School
HSBC November 2014 - Present
J.P. Morgan July 2011 - Present
The Elie Wiesel Foundation for Humanity December 2010 - July 2011
Woodrow Wilson International Center for Scholars January 2007 - May 2007
Skills
Research, Spanish, International Relations, Public Policy, Fundraising, PowerPoint, Social Media, Public Speaking, Non-profits, Legal Research, French, Editing, Data Analysis, Event Planning
Education
Loyola University New Orleans College of Law 2007 — 2010
J.D., Common Law, International Law
Georgetown University 2003 — 2007
B.S., Science, Technology & International Affairs - Security Studies
Escola Americana do Rio de Janeiro 1996 — 2003
H.S., International Baccalaureate
Bentall Kennedy July 2007 - Present
HSBC Bank - Brasil June 2003 - July 2004
HSBC January 2002 - January 2003
Skills
Strong organizational..., Effective oral and..., Works well..., Meets deadlines and..., Great capacity of fast..., Knowledge of Supply..., Knowledge of finances, Accounts reconciliation..., Supervisory experience, Advanced computer..., Research, negotiation..., Organizational and..., Portuguese - Mother..., Spanish - Reading and..., Strong IT skills, Excellent leadership..., Work driven with a high..., Proficient in using..., Experience working with..., Project Management, Policy, Business Analysis, Analysis, Risk Management, Contract Management, Procurement, Human Resources, Operations Management, Time Management, Management, Strategic Planning, Supervisory Experience
Education
CIFFA 2014 — 2015
Certificate, International Business/Trade/Commerce
University of Toronto 2011 — 2012
Certificate, Project Management
George Brown College 2008 — 2009
Certificate, International Trade
Faculdade Baiana de Ciencias 2001 — 2005
Bachelor, Business Administration - International Trade
AgilQuest June 2015 - Present
HSBC August 2014 - May 2015
Peking University May 2013 - August 2013
University of Virginia Health System August 2011 - May 2013
HSBC Commercial Banking May 2012 - July 2012
Skills
AngularJS, SQL, JavaScript, Java, HTML, Data Analysis, Analysis, SAS
Education
Georgetown University 2013 — 2014
Master of Science (M.S.), Biomedical Sciences
University of Virginia 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Chemistry, Minor Economics
Amedisys Home Health & Hospice December 2013 - Present
Huntington Bank April 2009 - December 2013
HSBC January 2005 - April 2009
Skills
Healthcare, Home Care, Customer Service, Healthcare Industry, Cold Calling, Leadership, Onboarding, Managed Care, Sales, HIPAA, Strategic Planning
Education
West Virginia University 2002 — 2004
Bachelor of Arts (BA), Psychology
George Mason University 2001 — 2002
Indiana University Bloomington 1999 — 2001
Psychology and Criminal Justice
Alvarez & Marsal August 2014 - Present
HSBC May 2012 - August 2012
Rescue Mission of Roanoke May 2011 - August 2011
Panera Bread August 2008 - August 2011
Skills
Finance, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Access, Fixed Income, Equity Research, Financial Accounting, Bloomberg, Team Leadership, Organization, Data Analysis
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Science (M.S.), Finance
Wake Forest University 2009 — 2013
Bachelor of Science, Finance, Politics & International Affairs, Entrepreneurship
Goldman Sachs February 2015 - Present
The Hoya January 2012 - December 2014
The Hoya January 2012 - May 2013
Korea Institute of Finance July 2012 - August 2012
HSBC July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Turkish
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Bachelor of Science (B.S.), Finance, 3.778
London School of Economics and Political Science 2013 — 2014
exchange program, Finance and Economic History
Bloomberg Businessweek June 2012 - Present
McKinsey & Company January 2010 - June 2012
Cathay Pacific Airways 2007 - 2008
HSBC 2005 - 2007
Goldman Sachs 2003 - 2005
Skills
Management, Recruiting, Leadership, Training, Team Building, Performance Management, Human Resources, Hiring, Employee Relations, Employee Training
Education
Harvard Business School 2008 — 2010
Master of Business Administration (M.B.A.)
Georgetown University 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
Paycation Travel May 2015 - Present
Thirty-One Gifts July 2012 - September 2014
HSBC November 1999 - December 2011
Skills
Microsoft Office, Data Entry, Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Customer Service, Windows, English, Public Speaking, Teaching, Budgets, Teamwork, Event Planning, Inventory Management, Social Media, Accounting, Team Building, Time Management, Sales, Management, Leadership, Coaching, Operations Management
Education
Genesee Community College
Associate's degree, Business Administration and Management, General
HSBC February 2014 - Present
HSBC May 2012 - February 2014
Embassy of the Republic of Iraq Commercial Attache October 2011 - February 2012
Arab African International Bank June 2010 - August 2010
Embassy of the Arab Republic of Egypt Commercial Attache May 2009 - December 2009
Embassy of the Republic of Iraq October 2007 - December 2008
Skills
OFAC Sanctions, International Trade, Arabic, Market Research, International Finance, Financial Risk, Financial Due Diligence, KYC, Iranian Politcs, Russian Politics, Spanish, Risk Management, International Relations, Data Analysis, Banking, Due Diligence, Research, Analysis, Microsoft Office, PowerPoint, Financial Services, Policy, Sales, Economics, Finance, Training, Financial Analysis, Management, Commercial Banking, Leadership, Retail Banking
Education
Georgetown University 2014 — 2015
Certificate in Forensic Accounting, Financial Forensics and Fraud Investigation
Georgetown University 2007 — 2011
B.A, Arabic and Finance
The American University in Cairo 2010 — 2010
International Finance
Glenbrook North 2003 — 2007
High School Diploma
BMO Capital Markets May 2014 - Present
HSBC October 2013 - April 2014
RBS Markets and International Banking November 2011 - October 2013
RBS Markets and International Banking August 2010 - November 2011
ESPN August 2009 - September 2009
CBS Interactive June 2009 - August 2009
CBS College Sports Network June 2008 - August 2008
Skills
Sales, Marketing, Advertising, Bloomberg, Investment Banking, Capital Markets, Syndicate, Fixed Income, Bonds, Corporates, Portfolio Management, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance, Marketing
Cape Fear Academy 2002 — 2006
High School Diploma
HSBC July 2013 - Present
Pilot Malt House LLC January 2013 - Present
HSBC December 2010 - July 2013
Wachovia, A Wells Fargo Company December 2005 - December 2010
Brooks Brothers January 2001 - December 2005
Skills
Microsoft Office, Team Management, Strategic Planning, SharePoint, Leadership Development, Series 6, Series 63, Series 65, Life Insurance, Investment Advisory, Fixed Annuities, Variable Annuities, Multi Tasking, Sales Process, Sales Management, Banking, Management, Leadership, Wealth Management, Investments, Commercial Lending, Loans, Commercial Banking, Financial Services, Mortgage Lending, Sales, Finance
Education
George Mason University 2014 — 2014
Leadership Action Certificate Program, Organizational Leadership
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning
Miami University 1997 — 2001
B.A., Political Science Major, Economics Minor
Maine South 1993 — 1997
HSBC Retail Banking and Wealth Management July 2015 - Present
HSBC January 2014 - July 2015
HSBC February 2011 - December 2013
HSBC June 2009 - February 2011
HSBC September 2007 - June 2009
JPMorgan Chase December 2004 - September 2007
Skills
Investments, Risk Management, Credit, Portfolio Management, Private Banking, Commercial Banking, Banking, Financial Analysis, Loans, Wealth Management, Series 63, Relationship Management, Team Management, Financial Services, Wealth, Retail Banking, Credit Analysis, Equities
Education
Georgetown University - The McDonough School of Business 1996 — 2000
Bachelor of Science, Business Administration
Citi August 2015 - Present
Citi April 2014 - August 2015
Citi March 2013 - April 2014
Citi August 2011 - March 2013
HSBC January 2006 - August 2011
Southern Benefit Administrators Inc. January 2002 - April 2006
Skills
Project Management, Portfolio Accounting, Reporting & Analysis, Systems Analysis, Performance Metrics, Benefits Administration, Mentoring, Accounting, Policy Analysis, Procedure Development, Training, Anti Money Laundering, OFAC, Bank Secrecy Act, Compliance, KYC, Fraud Detection, Treasury Services, Corporate Actions, Cash Management, Account Reconciliation, COBRA, HIPAA, Loan Servicing, Analytics, Mortgage Servicing, Escrow, G/L Reconciliations, Portfolio Management, Banking, Due Diligence, Analysis, Financial Risk, Financial Services, Internal Audit, Management, Risk Management
Education
Gadsden State Community College
Jacksonville State University
Criminal Justice/Law Enforcement Administration
HSBC October 2014 - Present
J.P. Morgan January 2014 - October 2014
Guggenheim Securities September 2009 - December 2013
Banc of America Securities 2005 - 2009
Skills
Series 7, Hedge Funds, Equities, Investments, Capital Markets, Series 63, Equity Research, Trading, Options, Electronic Trading, Series 24, Series 4, Auto Racing, FINRA, Fixed Income, Private Equity, Wealth Management, Prioritize Workload, Regulatory Compliance
Education
Georgetown University 1993 — 1997
Bachelor of Arts (BA), Political Science
Axis Group October 2011 - Present
HSBC September 2006 - March 2011
McKesson Provider Technologies January 2005 - January 2006
Time Customer Service March 1992 - August 2000
Beneficial 1901 - 1901
New York Life 1901 - 1901
Skills
Microsoft Office, SharePoint, Access, Quality Center, Oracle, SQL*Plus, Erwin, SAS, Captiva, FileNet/Workplace XT, IAW - Imaging, MVS/JCL, Syncsort, Easytrieve Plus, DB2, COBOL, Assembler, TSO, Fileaid, Content Management, Easytrieve, Systems Analysis, Business Requirements, VSAM, Analysis of business...
Education
Chubb Institute of Technology
Computer Science
Georgetown University
Bachelor of Science, Mathematics
Navinsure September 2014 - Present
HIG 2009 - Present
Founder Shield August 2014 - Present
GoCo.io, Inc. November 2014 - August 2015
Maxwell Health October 2012 - October 2013
Health Plan One 2007 - 2009
HSBC February 2006 - July 2007
Wells Fargo Insurance Services 2004 - 2006
JPMorgan IBAS December 1997 - December 2004
Oxford Health Plans 1995 - 1997
Skills
Insurance, Healthcare, Employee Benefits, Health Insurance, Strategic Planning, New Business Development, Sales Management, Underwriting, Account Management, Marketing Strategy, Life Insurance, Analytics, Business Strategy, Financial Analysis, Brokers, Business Development, Direct Sales, Financial Services, Sales, Team Building, Executive Management, Risk Management, Management, Mergers & Acquisitions, Small Business, Finance, Entrepreneurship, Lead Generation, Start-ups, Investments, Strategy, Banking, Strategic Partnerships, Venture Capital, Business Planning, Health Insurance...
Education
Harvard Extension School
Various Cool Things
George Mason University 1993 — 1995
Biology, Post-Baccalaureate Studies
St. Francis University 1988 — 1992
B.A., History
First Niagara Bank August 2015 - Present
First Niagara Bank April 2012 - Present
HSBC January 2011 - April 2012
HSBC Technology and Services 2009 - 2011
ITC Infotech January 2008 - November 2009
quest 2006 - 2008
Skills
ITIL, Active Directory, Servers, Disaster Recovery, Windows Server, Citrix, Technical Support, Incident Management, Troubleshooting, IT Operations, XP, Information Technology, Software Documentation, Windows 7, Management, System Administration, Help Desk Support, VPN, Windows XP, Microsoft Exchange
Education
Genesee Community College 2005 — 2008
Computer Systems & Networking, 2008
Attica Central High School 1997 — 2001
HSBC December 2012 - Present
Federal Reserve Bank of New York October 2005 - November 2012
Freddie Mac 1998 - October 2005
Coca-Cola (Japan) Company 1990 - 1996
Skills
Capital Markets, Risk Management, Credit Risk, Market Risk, Economics, Fixed Income, Banking, Liquidity Risk, Bloomberg
Education
George Mason University 1996 — 1998
MA, Economics
University of Chicago 1984 — 1990
Bachelor of Arts (B.A.), Economics
St. Mary's International School 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
CPP Investment Board April 2014 - Present
HSBC July 2013 - January 2014
Vale October 2010 - July 2013
Comverse December 2005 - October 2010
CSG Systems June 2002 - December 2005
Lucent Technologies July 1999 - June 2002
Hotel Caesar Park Rio de Janeiro October 1997 - July 1999
Skills
Change Management, Performance Management, Employee Relations, Benefits, Process Improvement, HR Policies, Strategic Planning, Quality Auditing, Employee Benefits, Project Planning, Project Management, Recruiting, Leadership Development, Talent Management, Organizational..., Training, HRIS, Personnel Management, Management, Strategy, Program Management, Onboarding, Sourcing
Education
IBMEC - Rio de Janeiro 2002 — 2004
MBA, Managerial control
Fundação Getulio Vargas 2006 — 2007
Diploma, Human Resources
Towers Perrin 2004 — 2004
Certificate, Compensation
Fundação Getulio Vargas 2002 — 2002
certificate, Brazil Labor Legislation
PUC - Rio de Janeiro 1995 — 1998
Bachelor, Economics
Macquarie Group November 2011 - July 2013
HSBC July 2008 - October 2011
Legg Mason June 2007 - August 2007
Forest Investment Management March 2004 - April 2006
Peace Corps October 2001 - November 2003
Skills
Financial Modeling, Valuation, Bloomberg, Investments, Equity Research, Analysis, Economics, Due Diligence, Equities, Asset Management, Banking, Finance, Business Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2008
Master of Arts (M.A.)
Georgetown University
Bachelor
Nuance Communications October 2011 - Present
Bank of America April 1998 - September 2011
HSBC 1997 - April 1998
First Federal Savings and Loan Assoc 1992 - 1997
Columbia Banking Federal savings and Loan Association 1986 - 1992
Waterbed World 1983 - 1987
Education
Genesee Community College 1981 — 1983
AAS -, Accounting and Computer Science
KPMG March 2015 - Present
Doscher Dynamics November 2014 - Present
HSBC June 2013 - March 2015
Protiviti October 2012 - June 2013
Morgan Stanley August 2010 - September 2012
The Millburn Corporation March 2009 - August 2010
Goldman Sachs November 2007 - December 2008
Georgetown University June 2007 - November 2007
Skills
Process Improvement, Financial Risk, Management, Financial Analysis, VBA, Equities, SQL, Derivatives, Microsoft Excel, Access, Data Analysis, Analytics, Project Management, Microsoft Office, Financial Modeling, Bloomberg, Asset Managment, PowerPoint, Portfolio Management, Information Security, Financial Services, Risk Management, Business Analysis, Operational Risk
Education
Georgetown University 2003 — 2007
BS In Business Administration, Concentrations: Operations and Information Management, Finance. Minors: English, Computer Science
Georgetown University - The McDonough School of Business 2003 — 2007
B.S. Business Administration, Finance and Operations and Information Management
Fordham Preparatory
UTi Worldwide September 2015 - Present
Mt. Hood Community College March 2004 - Present
Avery Dennison March 2013 - April 2015
Cambia Health Solutions October 2011 - February 2013
HSBC May 2005 - August 2011
US Bank 2003 - 2005
US Bank 2002 - 2003
Corillian 2001 - 2002
US Bank 2000 - 2001
PacifiCorp 1998 - 2000
Skills
Mentoring, Operations Management, Call Center, Process Improvement, MS Project, Coaching, PMI, Change Management, Program Management, Project Planning, Strategic Planning, Process Engineering, Team Building, Visio, PMP, Business Analysis, Team Leadership, Problem Solving, Vendor Management, PMO, Vendor Relations, Requirements Analysis, Business Management, SDLC, Software Project..., SharePoint, Leadership Development, Customer Relations, Risk Management, Business Strategy, Team Management, Customer Service, Cross-functional Team..., Contract Negotiation, Knowledge Management, Management, Training, Project Portfolio..., Business Development, Project Management, Budgets, Agile Methodologies, Software Documentation, Business Process..., Data Analysis, Integration, Management Consulting, Organizational..., Performance Management, Leadership
Education
Marshfield High School
Marshfield High School
George Fox University 2001 — 2003
MBA, Business
Western Oregon University
BS, Psychology
Mt. Hood Community College
AA, Mental Health and Human Services
IBM April 2015 - Present
IBM November 2013 - Present
IBM September 2011 - September 2013
Moonaco Inc May 2008 - September 2011
Business Objects an SAP Company January 2006 - March 2008
Dept of Workforce Development, State of Wisconsin January 2005 - January 2006
HSBC March 2004 - January 2005
Education
George Mason University 2009 — 2010
MS, Organizational Development & Knowledge Management
University at Buffalo 2001 — 2004
BS, Computer Science & Management Information Systems
Probitas Partners October 2013 - Present
Pierpont Securities 2011 - Present
Merchant Banking 2009 - 2011
HSBC 2004 - 2009
Sterling Grace LLC 2002 - 2004
J.P. Morgan 1998 - 2002
PaineWebber 1997 - 1998
Education
Georgetown University
MBA
Tulane University
Sewickley Academy
ExxonMobil December 2014 - Present
ExxonMobil August 2010 - Present
ExxonMobil 2005 - 2012
ExxonMobil January 2008 - July 2010
Deloitte September 2003 - November 2004
HSBC January 2002 - April 2003
Skills
US GAAP, Internal Audit, Internal Controls, SAP, Financial Accounting, Project Planning, Project Management, Accounts Payable, Credit Cards, T&E, Procurement, Travel Management, Auditing, Business Planning, Analysis, Account Reconciliation, Accounting, Business Process..., Cash Flow, Change Management, Contract Management, Corporate Finance, Cost Accounting, Downstream Oil & Gas, ERP, Energy, Finance, Financial Audits, Financial Modeling, Financial Reporting, Forecasting, IFRS, Logistics, MS Project, Management, Oil/Gas, Petroleum, Pricing, Process Engineering, Process Improvement, Risk Assessment, Risk Management, SAP R/3, Supply Chain, Team Leadership, Upstream, Budgets, Business Process, Financial Analysis, Gas
Education
Thunderbird School of Global Management 2013 — 2013
General Leadership Program, Organizational Leadership
The University of North Carolina 2010 — 2010
Enterprise Leadership Program, Leadership
Fundação Getulio Vargas 2006 — 2007
MBA, International Business
UFPR 2001 — 2005
BS, Economics
CEFET 1997 — 2000
Mechanical Technology, Mechanical Engineering
Kroll Bond Rating Agency, Inc. November 2014 - Present
Standard & Poor's February 2014 - July 2014
Federal Reserve Bank of New York January 2013 - February 2014
Federal Reserve Bank of New York July 2011 - January 2013
HSBC June 2010 - August 2010
GE Capital April 2007 - June 2009
Fitch Ratings August 2005 - April 2007
U.S. Department of State June 2004 - August 2004
LNR Property Corporation August 2001 - June 2003
Skills
Securitization, CMBS, Structured Finance, Capital Markets, Credit Analysis, Portfolio Management, Regulatory Affairs, Asset Management, Emerging Markets, Due Diligence, Investments, Finance, Mortgage Banking, International Relations, Risk Management, Financial Risk, Banking, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Tufts University - The Fletcher School of Law and Diplomacy 2003 — 2005
MALD, International Trade and International Political Economy
Georgetown University 1996 — 2000
BS in BA, Finance, International Business
Stuyvesant High School 1992 — 1996
HS
Credit Union Mortgage Association March 2008 - Present
National City Home Equity 2005 - 2007
AIG United Guaranty October 1998 - February 2005
Molton Allen and Williams July 1998 - September 1998
HSBC February 1997 - July 1998
Education
George Mason University 1995 — 1997
Longwood University 1986 — 1989
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
Shoppers Drug Mart April 2013 - Present
Sun Life Financial July 2011 - April 2013
Molson Coors Canada February 2011 - July 2011
Bank of Montreal October 2008 - February 2011
Canada Post March 2007 - September 2008
HSBC October 2005 - March 2007
HSBC March 2004 - October 2005
Skills
Account Management, Segmentation, Vendor Management, Direct Marketing, Sales
Education
George Brown College 2003 — 2004
Canadian Seurities Course
The University of Western Ontario 2000 — 2003
B.A., Psychology
WashingtonFirst Bank March 2008 - December 2011
HSBC May 2007 - March 2008
M & T Bank October 2006 - May 2007
Bank of America December 2004 - October 2006
Chevy Chase Bank December 2000 - November 2004
Education
George Mason University 1985 — 1990
BA, Economics
hsbc 2001 - 2007
Skills
Capital Markets, Business Development, Bloomberg, Microsoft Excel, Market Analysis
Education
Georgetown University - The McDonough School of Business 2008 — 2010
University of Virginia 1996 — 2010
Bachelor's degree, Political Science and Government
M&T Bank August 2011 - Present
HSBC October 2009 - August 2011
Tonawanda Valley Federal Credit Union September 2009 - October 2009
Brighton Securities January 2009 - April 2009
LEI-TI Enterprises March 2005 - June 2006
Skills
Tax Preparation, General Ledger, QuickBooks, Financial Reporting, Accounting, Auditing, Tax, Financial Analysis, Account Reconciliation, Internal Controls, Cash Flow, Accounts Receivable, Banking, Accounts Payable, Finance, Loans, Mortgage Lending, Credit, Loan Servicing, Mortgage Banking
Education
Canisius College 2013 — 2015
Master of Business Administration (MBA)
State University of New York College at Brockport 2008 — 2009
BS, Accounting
Indiana University of Pennsylvania 2006 — 2007
BS, Accounting
Genesee Community College 2005 — 2006
AAS, Accounting
Citi June 2012 - Present
HSBC September 2007 - June 2012
Natixis September 2006 - August 2007
Skills
Customer Relations, Banking, Sales, Bank Relationship..., French, Problem Solving, Treasury Management..., Competitive Analysis, Customer Service, Relationship Management, Leadership, Project Management, Account Management, Cash Management, Treasury Management, Credit Cards, Financial Services, Payments, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
New York University 2012 — 2012
Credit Analysis
Georgetown University 2002 — 2006
BA, Economics
Convent of the Sacred Heart 1998 — 2002
High School
University of Maryland - Robert H. Smith School of Business
HSBC October 2010 - Present
Dunamis Equity Partners December 2008 - October 2010
Marco Polo Network 2008 - 2008
Banco ItauBBA 2007 - 2008
Tiedemann Investment Group January 2006 - December 2006
Banco Santander Brasil May 1996 - November 2003
Banco Votorantim January 1994 - May 1996
Skills
Equities, Equity Trading, Derivatives, Financial Markets, Capital Markets, Fixed Income, Trading, Electronic Trading, FX Options, Hedge Funds, Investment Banking, Trading Systems
Education
Fundação Getulio Vargas 1990 — 1994
BA, Business
ISS
Medstar Washington Hospital Center November 2014 - Present
Freelance January 2012 - Present
MCS June 2011 - October 2014
HSBC 2010 - 2011
L&E Meridian January 2007 - September 2010
Skills
Graphic Design, Advertising, Brand Development, Web Design, Photoshop, Adobe Creative Suite, Direct Mail, InDesign, Email Marketing, Adobe Acrobat, Corporate Branding, Brochures, QuarkXPress, Graphics, Posters
Education
George Mason University
Bachelor of Arts (B.A.), Graphic Design
Millicom June 2014 - Present
Banco de Crédito BCP June 2013 - August 2013
HSBC October 2009 - December 2011
Cornerstone Research September 2008 - August 2009
Organization of American States September 2006 - March 2007
Skills
Corporate Finance, Financial Modeling, Strategy, Emerging Markets, Financial Analysis, Business Strategy, Valuation, Marketing, Marketing Research, Digital Marketing, Content Marketing, B2B Marketing, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master's Degree, International Studies
Georgetown University 2007 — 2008
MA, International Business, Latin American Studies
Georgetown University 2003 — 2007
BSFS, Regional Studies
Scotiabank December 2014 - Present
Scotiabank January 2013 - December 2014
Scotiabank June 2011 - January 2013
HSBC March 2008 - December 2009
Optima Communications International March 2003 - October 2007
Skills
Retail Banking, Relationship Management, Team Management, Banking, Call Centers, Customer Service, Teamwork, Leadership, Team Leadership, Risk Management, Customer Experience, Credit, Insurance, Training, Business Analysis, Financial Analysis, Analysis, Human Resources
Education
George Brown College 2009 — 2010
SSW, Social Service Worker Honours
Ryerson University 2003 — 2007
B.A Honours, Public Administration and Governance
MorganFranklin Consulting March 2014 - Present
HSBC July 2013 - December 2013
TeraThink Corporation October 2012 - July 2013
Navigant November 2011 - October 2012
NeuStar, Inc. April 2011 - August 2011
ITT October 2010 - March 2011
American Income Life March 2009 - January 2010
Skills
Financial Analysis, Analysis, Finance, Internal Controls, Forecasting, Internal Audit, Hyperion HFM, Financial Reporting, Finance Transformation, Business Process..., Enterprise Software, Strategy, Mergers & Acquisitions, PeopleSoft, Oracle, Costpoint, Deltek, Six Sigma, Essbase, System Implementations, Consulting
Education
George Mason University 2009 — 2011
B.S., Finance
Agent Plus Realty April 2015 - Present
House USA Investments Inc. June 2013 - Present
House USA Investments Inc June 2012 - Present
Ultraliss Beauty Care Products Inc/Sanbel Inc June 2012 - October 2013
PVS Industria de Cosmeticos Ltda June 2008 - December 2011
Sobradinho Industria e Comercio de Produtos de Beleza Ltda. February 2001 - December 2011
Lloyds Banking Group March 1994 - December 2000
Banco Nacional S.A. April 1991 - February 1993
Chase Manhattan Bank N.A. April 1975 - December 1989
H&SBC January 1961 - October 1972
Skills
Entrepreneur, Start-ups, Cosmetics, Beauty, Strategic Planning, Entrepreneurship, Business Planning, Skin Care, Venture Capital, Product Development, New Business Development, Sales Management, Negotiation, Market Planning, Hair Care, Business Strategy, Financial Planning, Financial Analysis, Corporate Finance, Financial Advisory, Beauty Industry, Market Analysis, Marketing Strategy, Marketing Management, Marketing, Management, Microsoft Office, Microsoft Excel, Sales, Customer Service, Microsoft Word, Strategy, PowerPoint, Business Development, Leadership
Education
Keiser University-Ft Lauderdale 2015 — 2019
Master of Business Administration (MBA), Accounting and Business/Management
Fundação Getulio Vargas 1975 — 1980
Bachelor's degree, Business Administration, A
Escola Comercial Pedro Nolasco - Macau 1956 — 1961
High School, Business, Management, Marketing, and Related Support Services, A
Virginia Hospital Center March 2015 - Present
HSBC 2009 - 2012
Friends of Kevin Kim March 2009 - November 2009
Education
George Mason University 2013 — 2014
BSN, Registered Nursing, GPA 3.84, Dean's List all attended semesters
University of Mary Washington 2003 — 2008
Bachelor's Degree, Spanish Language and Literature
RS Investments 2014 - Present
HSBC 2007 - 2014
Bank of Montreal 2004 - 2007
Charles Schwab Institutional 2002 - 2004
Chase Global Asset Management (JPMorgan Chase) 1996 - 2002
Kidder Peabody/ Paine Webber Inc. 1990 - 1995
Skills
Mutual Funds, Emerging Ma, Institutional Research, Product Development, Fixed Income Products, Sales Management, Asset Management, Global Strategy, Sales Presentations, Asset Managment, Banking, Fixed Income, Hedge Funds, Institutional..., Investments, Trading, Investment Management, Equities
Education
Northwestern University 2005 — 2006
Certified Financial Planning Program
George Mason University
Bachelor of Arts (BA), Economics/English
Diplomatic Language Services May 2013 - Present
Diplomatic Language Services May 2013 - Present
English for Heritage Language Speaker (EHLS) Program January 2012 - August 2012
HSBC November 2009 - July 2011
HSBC August 2007 - July 2009
POLARIS SECURITIES December 2007 - July 2008
National Security Council August 2004 - December 2007
Skills
Microsoft Office, English, Microsoft Excel, Access, PowerPoint, Bloomberg, Mandarin, Visio, Microsoft Word, Macromedia, Lipper, Cross Selling, Banking, Financial Analysis, Credit Risk, FX Options, Management, Training, Project Management
Education
Georgetown University 2012 — 2012
English for Heritage Language Speakers Program (EHLS)
Katholieke Universiteit Leuven 2003 — 2004
MA, European Studies
National Taiwan University 1998 — 2003
BA, International Relationship
York University, Toronto 2000 — 2001
None, International Relationship
National Taiwan University 1998 — 2001
BA, Political Science, International Relations
Chung Shan Girls' High School 1996 — 1998
IFC - International Finance Corporation (World Bank Group) August 2014 - Present
IFC - International Finance Corporation (World Bank Group) August 2010 - August 2014
IFC - International Finance Corporation (World Bank Group) January 2010 - August 2010
HSBC September 2009 - January 2010
Patria Investimentos May 2009 - September 2009
Skills
Financial Modeling, Emerging Markets, Private Equity, Finance, Corporate Finance, Investment Banking, Valuation, Investments, Structured Finance, Equities, Financial Markets, Financial Structuring
Education
Fundacao Instituto de Administração (FIA-USP) 2012 — 2013
Master of Business Administration (M.B.A.), International MBA - Finance and Entrepreneurship
Universidade de São Paulo 2006 — 2011
International Affairs
Fundação Getulio Vargas 2006 — 2010
Business Administration / Corporate Finance / Capital Markets
École Interculturelle de Français - EIFE2f - Lyon, France 2009 — 2009
Language Course, French
Universitat de Barcelona 2008 — 2009
Economics
Fast Start Credit Solutions January 2010 - Present
Dun & Bradstreet January 2009 - January 2010
HSBC April 2003 - November 2008
Education
Gardner-Webb University 1997 — 2001
Business Admin
HSBC 2015 - Present
Laurentian Bank 2012 - 2014
First National Financial LP 2007 - 2012
Home Trust Company 2006 - 2007
Skills
Goal Oriented, Funding, Underwriting, Financial Modeling, Risk Assesment, Compliance, Commerial Mortgages, Credit, Banking, Finance, Problem Solving, Highly Reliable, Organized self-starter, Loan operations, Residential mortgages, Decision maker, Loan Review, Highly detail oriented, Analytical, AML expertise, Credit Analysis, Customer Service, Mircrosoft Excel, Credit Risk, Syndication Loans, Loans Administration, Credit Agreements, CMBS Loans, Transaction Management
Education
Association of Certified Ant-Money Laundering Specialist (ACAMS) 2015 — 2015
AML Specialist
University of Toronto 2009 — 2010
Certificate, Project Management
George Brown College 2005 — 2005
IMBA Mortgage Agent Course
York University
BA, Political Science
First Niagara Bank May 2012 - Present
HSBC October 2010 - May 2012
HSBC March 2009 - October 2010
Washington Mutual, Inc. January 1998 - March 2009
Skills
Banking, Credit, Retail Banking, Loans, Portfolio Management, Mortgage Lending, Credit Analysis, Commercial Banking, Cash Management, Financial Analysis, Strategic Financial..., Risk Management, Management, Leadership, Strategy, Commercial Lending, Cross Selling, Consumer Lending, Mergers & Acquisitions, Sales, Financial Services, Small Business Lending, Credit Risk, Treasury Management, Relationship Management, Loan Origination, Lines Of Credit, Mortgage Banking, Branch Management, Credit Cards, Financial Risk, Wealth Management, Finance, Investments, Deposits, Branch Banking, Commercial Mortgages, Mutual Funds
Education
Furman University 2014 — 2016
CBA Executive Banking School, Executive Banking School
Montclair State University 2009 — 2012
MBA, Accounting, 3.92
State University of New York College at Old Westbury 1998 — 1999
BS, Mathematics, 3.9
Sears Holdings Corporation July 2009 - Present
Sears Holdings Corporation 2009 - Present
HSBC 2004 - 2009
HSBC July 1999 - July 2004
Skills
Vendor Management, E-commerce, User Experience, Project Management, SDLC, Information Architecture, Software Project..., Business Analysis, Requirements Analysis, Process Improvement, PMO, Customer Experience, Digital Strategy, Program Management, Web Analytics, Cross-functional Team..., Analytics, Visio, CRM, Product Management, Agile Methodologies, Requirements Gathering, Social Media, Project Portfolio..., Agile Project Management, Resource Management, Team Leadership, Leadership, PMP, IT Strategy
Education
Georgetown University
Foreign Service
The George Washington University
Master's Degree, Information Technology Software Development
HSBC Private Bank September 2015 - Present
HSBC Private Bank May 2013 - September 2015
HSBC August 2012 - April 2013
PRAGMA GESTAO DE PATRIMONIO March 2009 - September 2010
Skills
Financial Markets, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Modeling, Banking, Equities, Financial Analysis, Capital Markets, Economics, Investment Banking, Avaliação financeira, Mercados financeiros
Education
Universiteit van Tilburg 2012 — 2013
Economics, Finance and Financial Management Services
Fundação Getúlio Vargas 2009 — 2013
Economista, Economia
Dante Alighieri
HSBC July 2012 - July 2014
BNP Paribas November 2010 - July 2012
Banco Votorantim July 2009 - October 2010
Banco Votorantim January 2008 - June 2009
Bradesco August 2006 - December 2007
Gerdau S.A. January 2004 - August 2006
Skills
Emerging Markets, Derivatives, Bonds, LATAM, Fixed Income, Structured Products, Trading, Sales, Credit, Investment Banking, Equities, Portfolio Management, Bloomberg, Capital Markets, Financial Markets, FX Options
Education
Fundação Getulio Vargas 2006 — 2009
Master's Degree, Finance and Economics
Universidade de São Paulo 1999 — 2003
Engineer's Degree, Mechanical Engineering
HSBC May 2006 - July 2011
HSBC Securities January 2004 - May 2006
HSBC April 2003 - January 2004
Leitch Technology January 2001 - January 2002
Computer Talk LTD 2002 - 2002
Brown Scene Magazine 1997 - 2000
Skills
Windows Server, SharePoint, HTML, Windows, Photoshop, Troubleshooting, Illustrator, Microsoft Office, Adobe Creative Suite
Education
Centennial College 2000 — 2003
Computer Systems Technology
George Brown College 1998 — 1999
Graphic Design
Ryerson University 1994 — 1996
Applied Computer Sciences
Citi July 2013 - Present
The World Bank June 2013 - July 2013
Citi June 2012 - August 2012
HSBC March 2008 - July 2011
Titularizadora Colombiana January 2007 - November 2007
Skills
Valuation, Strategic Financial..., Strategy, Financial Analysis, Financial Modeling, English, Spanish, Risk Management, Bloomberg, Corporate Finance, Economics, Capital Markets, Investment Banking, Private Equity, Financial Planning
Education
Georgetown University 2011 — 2013
Edmund A. Walsh School of Foreign Service, International Business Diplomacy
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Universidad de Los Andes 2002 — 2007
BS, Economics, Minor in Finance
Maastricht School of Management 2006 — 2006
Semester Abroad, Economics, International Finance
Anglo Colombian School 1989 — 2002
International Baccalaureate
HSBC March 2012 - Present
HSBC February 2011 - March 2012
HSBC June 2011 - August 2011
Skills
Finance, Mutual Funds, Banking, International Sales, Challenges, Quick & Eager Learner, Multi-tasked, Multi-language, Classical Ballet, Piano Playing
Education
George Brown College 2009 — 2011
Diploma of Financial Management, Finance and Financial Management Services
KPMG June 2015 - Present
Georgetown University's McDonough School of Business August 2014 - Present
Capital One May 2012 - June 2014
HSBC January 2012 - April 2012
Accenture September 2011 - January 2012
Accenture December 2009 - August 2011
Skills
Informatica, PL/SQL, SQL Server, ETL, Data Warehousing, SQL, Unix Shell Scripting, Teradata, Requirements Analysis, Oracle, Unix, Microsoft SQL Server, Business Analysis, Quality Center, Data Migration, Requirements Gathering, Manual Testing, Business Process, Business Intelligence, SDLC, Testing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
Ajay Kumar Garg Engineering College 2005 — 2009
B.Tech, Electrical and Electronics Engineering
Amity International School 2003 — 2005
ESL Federal Credit Union January 1998 - Present
HSBC 1996 - 1998
Casual Corner Group 1994 - 1996
Ames Department Stores 1987 - 1994
Skills
Operations Management, Sales Management, Job Coaching, Sales Management..., Mentoring Of Staff, Peer Mentoring, Disciplinary Action, Member Relations, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, Customer Oriented, Issue Resolution, Cash Balance, Call Centers, Sales, Banking, Coaching, Security
Education
Genesee Community College 1987 — 1989
Wayland Central School 1973 — 1987
High School Diploma
International Institute of Buffalo December 2012 - Present
HSBC October 2010 - July 2014
Bank of America January 2005 - September 2010
Bank of America February 2001 - January 2005
Skills
Banking, Risk Management, Credit, Retail Banking, Portfolio Management, Financial Analysis, Relationship Management, Credit Risk, Business Analysis, Financial Services, Translation, Interpretation, Foreign Languages, Teaching English as a..., Customer Service, Community Service, Microsoft Office, Lotus Notes
Education
Georgetown University 1976 — 1979
B.S., Major in Portuguese, Minor in Russian, 3.497
Uniwersytet Warszawski 1979 — 1981
Master of Science (M.S.), Polish Dialectology