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 August 2013 - Present
Bank of America August 2010 - August 2013
Philadelphia Inquirer April 2010 - August 2010
Skills
Credit Risk, Credit Analysis, Credit Cards, Retail Banking, Financial Risk, Risk Management, AML, OFAC, Bank Secrecy Act, USA PATRIOT Act, PLC, Credit, Fraud Detection, Identity Theft, Deposits, Wire Transfers, Loans, Mortgage Banking, Commercial Banking, Banking, KYC, Fraud, Anti Money Laundering, Financial Regulation, Risk Assessment, Microsoft Office, Sanction
Education
Goldey Beacom College 2011 — 2015
Master of Business Administration (MBA), In Progress
Capital One April 2014 - Present
JP Morgan Chase July 2011 - April 2014
HSBC January 2010 - July 2011
Skills
Portfolio Management, Auditing, Fixed Income, Derivatives, Analysis, Financial Risk, Anti Money Laundering, Internal Audit, Due Diligence, KYC, Securities, Investments, Credit Risk, Banking, Risk Management, Trading
Education
Goldey Beacom College 2008 — 2010
Master of Business Administration (MBA), Finance, 3.5
Goldey Beacom College 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.7
ACAMS
BuckleySandler LLP 2006 - Present
HSBC 2004 - 2006
WilmerHale 1997 - 2004
Education
Georgetown University Law Center 1993 — 1996
JD
Yale University 1988 — 1992
B.A., History
Collegiate School 1983 — 1988
Natura August 2013 - August 2014
Natura August 2011 - August 2013
AES Eletropaulo Telecom February 2011 - August 2011
Nhance Revolutionary Wood June 2010 - August 2010
Grupo O Boticario March 2009 - November 2009
Grupo O Boticario November 2006 - February 2009
ESIC Business & Marketing School August 2006 - November 2006
HSBC May 2006 - August 2006
Skills
Marketing, Estratégias de marketing, Estratégia empresarial, Planejamento empresarial, Planejamento estratégico, Inglês, Gestão de projetos, Português, Planejamento de mercado, Negociação, Gestão de marketing, Comunicações de..., DOS, Liderança de equipe, Análises de mercado, Marketing digital, Desenvolvimento de..., Cosméticos, Análise da..., Bens de consumo, Inteligência de mercado, ESL (Inglês como..., Marketing Strategy, Strategic Planning, Market Planning
Education
Glendale Community College 2014 — 2015
English as Second Language, English
ESIC - Business and Marketing School 2006 — 2009
Degree in business administration with emphasis in business management and marketing, Business and Marketing, 94%
Agama Solutions Inc February 2014 - Present
Agama Solutions Inc November 2013 - February 2014
MNJ Institute of Research and Oncology 2010 - 2011
HSBC September 2005 - September 2006
Education
Golden Gate University 2011 — 2013
Master's degree, Psychology
Garden City College 2007 — 2010
Bachelor's degree, Journalism, Psychology, English literature
Hewlett-Packard December 2013 - Present
Capital One May 2012 - October 2013
HSBC September 2007 - April 2012
Household International 2004 - 2007
VisionSoft Inc. 1998 - 2004
Skills
Process Improvement, SDLC, Credit Cards, Business Analysis, Management, Banking, Leadership, Vendor Management, Financial Services, Requirements Gathering, PMO, IT Strategy, Risk Management, Business Requirements, Management Consulting, Relationship Management, Software Project..., Software Development, Business Process, Cross Functional Team..., Business Process..., Problem Solving, Business Systems...
Education
The George Washington University - School of Business 2009 — 2010
Master's Certificate in Project Management, Project Management
Golden Gate University
Master of Business Administration (M.B.A.), Management
San Francisco State University
Bachelor of Science (B.S.), Computer Information Systems
Georgia State University June 2012 - Present
Invotex Group May 2010 - March 2012
Invotex Group May 2009 - August 2009
Citibank Seoul, Korea June 2008 - August 2008
HSBC May 2008 - June 2008
Skills
Intellectual Property, Financial Modeling, Data Analysis, Valuation, Quantitative Analytics, Stata, Management Consulting, Market Research, Research, Corporate Finance, Financial Analysis, Statistics
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2017
Doctor of Philosophy (PhD), Marketing
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, Marketing, Marketing & Operations Management
TransUnion 2010 - 2012
HSBC 2010 - 2010
HSBC 2008 - 2010
HSBC 2005 - 2008
HSBC 2003 - 2005
Household Credit Services 1996 - 2003
AT&T Universal Card 1994 - 1996
McKenney's, Inc. 1989 - 1992
Skills
Leadership, P&L Optimization, Strategic Partnerships, Business Strategy, Program Management, Strategic Planning, Opportunity..., Team Leadership, Negotiation, Mergers & Acquisitions..., Credit Cards, Payments, Joint Ventures, Post Merger Integration, Direct Marketing, Opportunity Evaluation
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgia Institute of Technology 1984 — 1989
Bachelors, Mechanical Engineering
Bank of America June 2015 - Present
Southern Company August 2014 - December 2014
Risk Lighthouse, LLC May 2014 - August 2014
China Construction Bank September 2012 - November 2012
Changjiang Securities July 2012 - August 2012
HSBC February 2012 - February 2012
Skills
Financial Modeling, Financial Risk, Risk Management, Finance, Financial Services, Financial Analysis, Matlab, R, VBA
Education
Georgia Institute of Technology 2013 — 2014
Master's degree, Quanitative and Computational Finance, 3.9/4.0
Wuhan University 2009 — 2013
Bachelor of Economics, Financial Engineering, 3.6/4.0
Burris Logistics December 2013 - April 2014
West Marine March 2010 - October 2013
CPI Corp. - Sears October 2009 - December 2009
HSBC September 2008 - January 2009
Skills
Certified in Microsoft..., Photography, Microsoft Excel, Microsoft Word, Sales, Credit, Access, Retail, Customer Service, PowerPoint, Microsoft Office, Facebook, Teamwork, Social Networking, Customer Satisfaction, Telephone Skills, Data Entry, Outlook, Retail Sales, Logistics, Employee Training, Cashiering, Administration, Purchasing, Training
Education
Goldey Beacom College 2009 — 2013
Bachelor of Science (BS), Business Adminstration
Howard High School 2006 — 2009
High School, Buisness Software
M&T Bank March 2013 - Present
M&T Bank August 2010 - March 2013
EAC Management LP November 2006 - August 2010
HSBC Investments September 2005 - November 2006
HSBC September 2004 - September 2005
Skills
Credit Analysis, Sales, Non-profit Fund..., Small Business..., Hedge Funds, Cash Management, Fund Of Funds, Treasury Management, Corporate Finance, Trust Services, Recapitalizations, Financial Services, Commercial Banking
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
Gettysburg College 2000 — 2004
BA, Business Management
Lasalle Institute 1996 — 2000
LendSure Mortgage Corp. June 2015 - Present
Citadel Servicing Corp November 2014 - June 2015
ClearVision Funding September 2014 - January 2015
REMN Wholesale 2015 - 2015
New Leaf Wholesale 2013 - 2014
Blytheco August 2011 - 2013
Maverick Funding 2009 - 2011
HSBC 2007 - 2008
Indymac Bank 2006 - 2007
Mandalay Mortgage 2004 - 2006
Skills
Customer Service, B2B, Mortgage Lending, Residential Mortgages, FHA, Direct Sales, Sales Management, Investment Properties, New Business Development, First Time Home Buyers, Cold Calling, Mortgage Underwriting, Credit Analysis, Foreclosures, Credit, Closing Deals, Mortgage Banking, Customer Relations, Refinance, Sales, Problem Solving, Jumbo Mortgage, Wholesale Lending, USDA Rural, VA loans, Loans
Education
Golden West College 1994 — 1995
Business and Business Law
Overbrook Regional High School 1984 — 1987
Gettysburg College September 2014 - Present
HSBC May 2014 - June 2014
ArcSoft June 2013 - July 2013
Gettysburg College August 2012 - May 2013
Epic Search Partners May 2012 - May 2012
Skills
Computer Science, Research, Statistics, Data Analysis, Psychology, SPSS, Java, Mandarin, Photoshop, InDesign, C++, PHP
Education
Gettysburg College 2011 — 2015
Bachelor of Science (BS), Psychology, Computer Science
Danish Institute for Study Abroad 2013 — 2013
Study Abroad Program, Positive Psychology
IES Abroad 2012 — 2012
French Studies
Hangzhou Foreign Languages School 2005 — 2011
High School
HSBC 2013 - Present
HSBC 2006 - 2013
HSBC 2003 - 2006
Household International 1999 - 2002
Skills
Talent Management, Performance Management, Succession Planning, Employee Engagement, Organizational..., Leadership Development, Change Management, Project Management, Career Development, Learning Management, Communication
Education
Golden Gate University
Master of Business Administration (M.B.A.), International Business
Universite de Dijon
Certificate, French/Junior Year Abroad
West Virgnia Wesleyan College
Bachelor's Degree, French/Music
Meridian Credit Union January 2015 - Present
HSBC March 2014 - January 2015
TD Bank September 2010 - October 2013
Lloyds Banking Group August 2009 - August 2010
HBOS Canada October 2007 - August 2009
Bank of Scotland August 2003 - September 2007
Bank of Scotland May 2000 - August 2003
Bank of Scotland June 1997 - May 2000
Bank of Scotland October 1987 - May 1997
Skills
Real Estate, Banking, Credit, Loans, Commercial Banking, Project Management, Corporate Finance, Communication Skills, Debt Restructuring, Relationship Management, Risk Management, Financial Risk, Credit Risk
Education
Glasgow Caledonian University 1998 — 2000
BA (Hons)
West College Scotland 1991 — 1992
Member of the Chartered Institute of Bankers in Scotland
Glasgow Caledonian University 1988 — 1991
Associate of the Chartered Institute of Bankers in Scotland
Lenzie Academy 1982 — 1987
High School
Zappos Family of Companies August 2015 - Present
HSBC June 2010 - July 2015
HSBC April 2004 - June 2010
HSBC December 1999 - April 2004
HSBC May 1997 - December 1999
HSBC October 1995 - May 1997
HSBC March 1993 - October 1995
Skills
Talent Management, Performance Management, Organizational..., Change Management, Operations Management, Strategy, Leadership Development, HRIS, Human Resources, Leadership, Employee Relations, Organizational Design, Personnel Management, Onboarding, Management, Succession Planning, Coaching, Budget Development, HR Policies, Workforce Planning, Business Strategy, Deferred Compensation, Employee Engagement, Organizational..., Talent Development, Forecasting, Six Sigma, Human Resource..., Strategic Human..., Cross-functional Team..., Process Improvement, Operational Planning
Education
Gonzaga University
Master's Degree, Organizational Leadership
University of Nevada-Las Vegas
Bachelor's Degree, Political Science
HSBC June 2015 - Present
Citi July 2013 - May 2015
Invesco May 2012 - December 2012
Georgia Institute of Technology August 2011 - December 2012
Guotai Junan Securities Co., Ltd February 2011 - March 2011
Skills
SAS, R, Quantitative Finance, Fixed Income, Bloomberg, Microsoft Excel, VBA
Education
Georgia Institute of Technology 2011 — 2013
Master's degree, Quantitative & Computational Finance
Xiamen University 2007 — 2011
Bachelor's degree, Financial Engineering, GPA 86/100; GRE 1510
Sorbis July 2014 - Present
The New York Times November 2013 - November 2014
sanofi-aventis November 2010 - November 2013
Saint Michael's Medical Center February 2007 - October 2010
Goldman Sachs November 2009 - July 2010
HSBC September 2008 - September 2009
Skills
BMC Remedy, HP Openview, Active Directory, Process Improvement, Team Leadership, IT Service Management, Customer Service, Microsoft Office, Virtualization, Internet Explorer, Security, Laptops, Blackberry, Troubleshooting, Technical Support, Change Management, Networking, Printers, Windows 7, Outlook, Windows, Help Desk Support, Databases, XP, Blackberry Enterprise..., iPad, iPhone Support, Android, Microsoft Lync, Software Installation, Hardware, AirWatch, Avaya Communication..., Teamwork, TeamViewer, promise, ITIL, Citrix, DHCP, TCP/IP, Windows XP, Software Documentation, Computer Hardware, System Administration, Lync, Windows Server, Incident Management, IT Operations, Microsoft Exchange, WAN
Education
Gibbs College 2003 — 2007
Bachelor's Degree, Computer Network Administration, 3.7 GPA Cum Laude
St. Bonaventure University August 2008 - December 2012
HSBC Bank Kazakhstan June 2012 - August 2012
HSBC November 2011 - December 2011
HSBC July 2011 - August 2011
HSBC June 2010 - July 2010
Skills
Corporate Finance, Bloomberg Terminal, Stock Valuation, English, Russian
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Saint Bonaventure University 2008 — 2012
Bachelor of Business Administration, Finance Major, Economics Minor, 3.8
HSBC August 2012 - Present
M&T Bank (formerly Wilmington Trust Company) May 2011 - April 2012
Wilmington Trust Company July 2006 - August 2011
Bank of America/MBNA America 2003 - 2006
MBNA, America, NA 2002 - 2003
MBNA, America NA 2000 - 2002
MBNA, America NA 1997 - 2000
MBNA America NA 1990 - 1994
Skills
Credit Cards, Financial Risk, Fraud, Banking, Risk Management, Credit Risk, Credit, AML, Credit Analysis, Retail Banking
Education
Goldey-Beacom College 1986 — 1990
Bachelors, Business Management
HSBC July 2012 - Present
Financial Industry Regulatory Authority March 2011 - June 2012
Prudential Financial May 2008 - March 2011
Prudential Financial / Pruco Securities September 2005 - May 2008
Skills
FINRA Licenses: 7, 24,..., FINRA, AML, Mutual Funds, OFAC, Anti Money Laundering
Education
Gettysburg College 1994 — 1996
Bachelor's degree, Health and Exercise Science
Guilford College 1992 — 1994
Poly Prep
HSBC April 2013 - Present
Export Development Canada July 2010 - April 2013
Hawkridge Golf and Country Club April 2009 - April 2010
The Fairmont Chateau Lake Louise February 2008 - October 2008
The Fairmont Chateau Lake Louise May 2007 - February 2008
Skills
Customer Service, Financial Analysis, Negotiation, Coaching, Portfolio Management, Continuous Improvement, Business Development, Trade Finance, International Trade, Banking, Finance, Management, Strategy, Training, International Business, Risk Management, Credit Risk
Education
Georgian College 2009 — 2010
Post-graduate certificate, International Business Management
Laurentian University/Université Laurentienne 2001 — 2006
Undergraduate Degree, Political Science
Park Street
Charlotte Square 2011 - Present
IFC - International Finance Corporation October 2014 - July 2015
World Gold Council 2010 - 2011
DMCC 2008 - 2010
Dechert LLP 2007 - 2008
Commodity Futures Trading Commission 2002 - 2006
Dresdner Kleinwort Benson 1997 - 1999
HSBC 1994 - 1996
Skills
Corporate Finance, Equity Capital Markets, Debt Capital Markets, Derivatives, Securities and..., Islamic Finance, Financial Product..., ETFs, ETCs, International Law, Dodd-Frank, Commodity Markets, Precious Metals, M&A experience, Emerging Markets, Investment Funds, International..., Securities, Investments, Structured Finance, Private Equity, Capital Markets, Project Finance, Private Placements, Equities
Education
Georgetown University Law Center
Master of Laws (LL.M.), International & Comparative Law
University of Bristol
Bachelor of Laws (LL.B.), Law
KPMG US September 2014 - Present
Dentsu Aegis Network January 2014 - August 2014
Accenture April 2013 - January 2014
Fidelity Investments September 2012 - December 2012
Wolverine Trading September 2011 - March 2012
HSBC February 2011 - April 2011
Shenyin Wanguo Futures Limited November 2010 - January 2011
Skills
Financial Modeling, R, Matlab, Derivatives, SAS, Monte Carlo Simulation, Quantitative Finance, Bloomberg Terminal, C++, Stochastic Calculus, SQL, Options, Data Mining, Time Series Analysis, Microsoft Office, Statistic Learning, Teradata Data Warehouse, Tableau, Optimization & Dynamic..., Credit Risk, Mortage, Financial Risk...
Education
Georgia Institute of Technology 2015 — 2017
Master of Science (MS), Computer Science
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science (MS), Financial Engineering
Monterey Bay Aquarium February 2015 - Present
DMI (Digital Management, Inc.) June 2014 - February 2015
Capital One February 2013 - October 2013
Capital One May 2012 - February 2013
HSBC January 2005 - May 2012
HSBC January 2003 - December 2004
Skills
Credit Cards, Financial Services, Project Planning, Risk Management, Financial Risk, Integration, Business Analysis, Vendor Management, Time Management, Relationship Management, Business Analytics, Banking, Credit Risk, Team Building, Teamwork, Highly detail oriented, Positive Can-do Attitude, Process Improvement, Project Initiation, Project Communications, Positive Team Player, End-to-End Project..., Outstanding..., Flexi, Leadership, Project Management, Management, Flexibility, Exceptionally well..., Multi Tasking, Scope Planning, Coordinating Skills, Outstanding time..., Exceptional Listener, Analytical Problem..., High Energy,..., Exceptional project..., Security Clearance, DoD, Government Contracting, Database Marketing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance
Golden Gate University
Master of Business Administration (MBA), Finance, General
PwC 1997 - Present
HSBC March 1988 - March 1997
Gulf International Bank April 1986 - February 1988
Bank of America February 1985 - March 1986
HSBC 1980 - 1985
Donaldson, Lufkin & Jenrette 1979 - 1980
Skills
Options, Alternative Investments, Management Consulting, Risk Management, Capital Markets, Technology, Sarbanes-Oxley Act, Due Diligence, Currency, Derivatives, Financial Services, Treasury, Tax, Accounting, Fixed Income, Trading, Enterprise Risk..., Hedge Funds, Finance, Financial Reporting, Strategy, Banking, Internal Controls, Corporate Finance, Financial Risk
Education
Gettysburg College 1975 — 1979
BA, Economics
Saint Mark's School 1971 — 1975
High School
Pro View Property Inspection LLC 2009 - Present
HSBC 2000 - 2009
City of Pacific Grove 1996 - 2001
Office of the District Attorney, Monterey County 1992 - 2000
United States Navy 1981 - 1992
Skills
Leadership Development, Change Management, Organizational..., Team Building, Real Estate, Process Improvement, Customer Service, Coaching, Training, Management, Team Leadership, Operations Management, Residential Homes, Strategic Planning, Condos, Leadership, Negotiation, Radon Measurement, Radon, Investment Properties, First Time Home Buyers, Budgets, Maintenance Inspections, Home Inspections, Program Management, Small Business, Project Planning, Selling, Marketing Strategy, Risk Management, FHA, Single Family Homes, Pre-listing, Foreclosures, Professional..., Business Strategy, Sales
Education
Golden Gate University 2008 — 2010
Masters, Public Adminstration
American Society of Home Inspectors School 2009 — 2009
Home Inspection
Allied Business School
Home Inspection
New College of California
Bachelors, Naval History
Evergreen Police Academy
Flagship Credit Acceptance September 2011 - Present
Santander Consumer USA Inc. February 2010 - August 2011
HSBC May 2003 - October 2008
Wells Fargo Financial January 1998 - March 2003
Skills
Customer Satisfaction, Profit, Market Analysis, Credit Analysis, Credit, Loans, Banking, Underwriting, Credit Risk
Education
Glendale Community College 1991 — 1993
Combined Insurance September 2009 - May 2014
It's Just Lunch May 2009 - September 2009
HSBC March 2002 - April 2009
HSBC March 2002 - April 2009
CCFI 2000 - 2002
Skills
Recruiting, Human Resources, Applicant Tracking..., Onboarding, Training, Interviews, Talent Acquisition, Leadership, Sales, Insurance, Process Management, Sales Management, Sourcing, Cold Calling, College Recruiting, Technical Recruiting, Employee Benefits, Performance Management, Employee Relations, Management, Building Relationships, Policy, Employee Training, Budgets, Benefits Negotiation, Hiring, Staffing Services, Vendor Management, Temporary Placement, Talent Management, Internet Recruiting, Executive Search, Screening Resumes, Taleo, Screening, Contract Recruitment, Relationship Building, Coaching, Team Building
Education
Georgia Southern University 1996 — 2000
BBA, Marketing
Merrill Lynch September 2011 - Present
DMG Fund Liquidators LLC July 2009 - September 2011
HRJ Capital June 2007 - July 2009
HSBC March 2006 - June 2007
Vanguard October 2004 - March 2006
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Capital, Mutual Funds, Investments, Finance, Asset Management
Education
Gettysburg College
BA, Business Administration - Management
IFC - International Finance Corporation September 2011 - May 2012
Clifford Chance US LLP September 2009 - May 2011
International Monetary Fund October 2010 - December 2010
Clifford Chance US LLP May 2009 - July 2009
HSBC June 2008 - August 2008
Skills
International Law, Corporate Law, Islamic Finance, Corporate Governance, Project Finance, Banking Law, Corporate Finance, Capital Markets, Legal Research, Structured Finance, Banking, Commercial Litigation, Cross-border..., Legal Advice, Securities Regulation, Private Equity, Joint Ventures, Foreign Investment
Education
Georgetown University Law Center 2010 — 2014
Doctor of Juridical Science, Banking and Finance
Georgetown University Law Center 2008 — 2010
LL.M., Securities and Financial Regulation
Al-Imam Mohamed Ibn Saud University 2000 — 2004
B.A, Islamic Law
Global Lending Services LLC July 2014 - Present
Citi June 2013 - August 2013
CITIC Securities June 2012 - July 2012
HSBC July 2011 - July 2011
Skills
R, VBA, Financial Modeling, Matlab, Financial Analysis, Statistical Modeling, Java, C++, SAS, Time Series Analysis, Derivatives, Fixed Income, Risk Management, SQL, Statistics, Quantitative Finance
Education
Georgia Institute of Technology 2012 — 2013
Master's degree, Financial Engineering
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, Actuarial Science, Economics, Statistics
Gateway One Lending & Finance (Division of T.C.F) October 2011 - Present
GWC Warranty September 2010 - October 2011
United Auto Credit Corporation May 2010 - September 2010
Pacific Community Credit Union November 2008 - June 2010
HSBC June 2004 - October 2008
Wells Fargo June 2002 - June 2004
WFS Financial December 1994 - June 2002
Skills
Team Building, Sales Management, Business Development, New Business Development, Forecasting, Sales, Sales Process, Sales Operations, Selling, Business Strategy, Team Leadership, Leadership, Management, Strategy, Training, Customer Service, Change Management, Business Planning, CRM, Marketing, Account Management
Education
Golden West College 1988 — 1990
Westminster High School 1984 — 1988
American Equity Mortgage October 2009 - Present
PREO Mortgage LLC February 2012 - October 2012
HSBC June 2001 - April 2009
Skills
Loans, Credit, Real Estate, Sales Management, Timely, Analysis, Mortgage, Risk, FHA, Banking, Refinance, Mortgage Lending, Consumer Lending, Purchase, First Time Home Buyers, Customer Service, Compliance, Sellers, Customer Relations, Portfolio Management, Budgeting, Residential, Underwriting, Risk Management, Mortgage Industry, Investment Properties, Funding, Referrals, Selling, Microsoft Office, Retail
Education
Georgia Southern University 1997 — 2001
B.A., MARKETING
Georgia Southern University 1997 — 2001
Bachelor of Science (BS), Marketing
Experian Decision Analytics September 2010 - Present
HSBC April 2005 - May 2009
Citigroup / Home Depot Credit Services April 2003 - April 2005
First National Bank of Marin (now Credit One Bank) May 2001 - April 2003
Fair Isaac, Inc. May 2000 - May 2001
NationsBank / Bank of America (after merger) January 1994 - May 2000
MDS / CCN (now Experian) June 1991 - December 1993
First Interstate / ORIX Credit Alliance February 1988 - June 1991
Skills
Risk Management, Credit Scoring, Strategic Consulting, Modeling, Credit Risk, Analytics, Financial Risk, Portfolio Management, Credit Cards, Financial Services, Predictive Analytics, Credit, Predictive Modeling, Banking, SAS, Business Analysis, Payments, CRM, Relationship Management, Mortgage Lending, Market Risk, Customer Acquisition, Program Management, Strategy, Leadership, Credit Analysis, Financial Modeling, Business Analytics, Risk Analytics, Operational Risk, Data Mining, Financial Analysis, Finance, Management, Basel II, Cross-functional Team..., Enterprise Risk..., Retail Banking, Statistical Modeling, Underwriting, Direct Marketing, Segmentation, Database Marketing, Executive Management, Operational Risk..., Consulting, Quantitative Analytics, Thought Leadership, Fraud, Customer Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1989 — 1991
MBA, Finance
University of Florida 1983 — 1987
BA, Political Science
HSBC April 2015 - Present
BB&T Capital Markets January 2013 - April 2015
BB&T July 2012 - January 2013
Bank of America Merrill Lynch May 2011 - August 2011
Sponsors for Educational Opportunity 2011 - 2011
Federal Home Loan Bank June 2010 - August 2010
Federal Home Loan Bank of Atlanta May 2010 - August 2010
Georgia State University September 2009 - May 2010
Walgreens May 2009 - May 2010
Skills
Financial Analysis, Derivatives, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Underwriting, Banking, Microsoft Excel
Education
Georgia State University 2008 — 2012
Economics and Finance
Georgia State University 2008 — 2012
Bachelors, Economics and Finance
Georgia State University, Robinson College of Business
Bachelors of Business Administration, Economics and Finance
Stryker January 2011 - Present
Boston Scientific March 2009 - December 2010
Cordis June 2008 - January 2009
HSBC October 2004 - June 2008
Duckor Spradling Metzger & Wynne April 2004 - August 2004
Indias de Mayaguez December 2003 - March 2004
Skills
Cold Calling, Sales, Medical Devices, Account Management, Customer Service, New Business Development, Sales Management, Microsoft Office, Marketing Strategy, Marketing, Leadership, Contract Negotiation, Cardiology, Customer Satisfaction, Surgery, Management
Education
Georgia Southern University 2000 — 2003
Bachelor of Science, Justice Studies, Spanish
Colegio Universitario de Segovia 2002 — 2002
Spanish Minor, Spanish
Southern California Edison March 2010 - January 2015
Wal-Mart January 2008 - January 2009
San Manuel Band of Mission Indians April 2007 - August 2007
American Express February 2007 - April 2007
HSBC August 1998 - November 2006
Transcontinental February 1990 - December 1994
Whirlpool Corporation July 1987 - October 1989
CIBC March 1978 - June 1987
Skills
Visio, COBOL, SDLC, Requirements Gathering, DB2, JCL, CICS, VSAM, Requirements Analysis, Mainframe, Software Development, Business Process..., IMS DB/DC, SQL, Systems Analysis, Fileaid, Integration, Unix, Quality Center, Business Process, HP Extream
Education
Saint Leo University 2000 — 2004
BS, Computer Information Systems
Georgian College 1996 — 1998
Diploma, Microcomputer Software Management
Plexus Worldwide March 2015 - Present
BASF November 2014 - Present
Siemens Healthcare (contractor) June 2013 - December 2013
Integrity Staffing Solutions October 2012 - November 2012
HSBC (through Randstad Finance & Accounting) November 2011 - January 2012
HSBC July 2011 - August 2011
WAGNER REGULATORY ASSOCIATES October 2010 - July 2011
Aflac 2009 - 2010
Blue Cross Blue Shield of Delaware April 1984 - September 2008
Skills
Insurance, Compliance, Customer Relations, Excel, Microsoft Office, Word, Outlook, Lotus Notes, Problem Solving, Microsoft Excel, Access, Customer Service, Marketing, Microsoft Word, Quality Assurance, Software Documentation
Education
Alexis I. du Pont High School
Goldey-Beacom College
Deutsche Bank August 2015 - Present
Fitzroy Capital Management, LLC March 2014 - August 2015
HSBC April 2012 - July 2012
Skills
Python, Pandas, Base SAS Certified, MySQL, Microsoft SQL Server, Bloomberg, Microsoft Excel, VBA Programming, SSIS, SSRS, Risk Management, Financial Modeling, VBA
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (M.S.), Finance
South China University of Technology 2009 — 2013
Bachelor of Arts (BA), Finance, General
South China University of Technology 2009 — 2013
Bachelor of Arts (B.A.), Technology English
Goldey-Beacom College 2015 — 2017
Master of Business Administration (M.B.A.), Information Technology
Cellular Sales June 2009 - Present
HSBC March 2007 - March 2009
Jenny Craig April 2003 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Negotiation, Editing
Education
Rowan-Cabarrus Community College 2007 — 2012
Associate of Arts (A.A.), Art/Art Studies, General
Georgia Military College-Augusta Campus 2003 — 2005
Accounting and Business/Management
CFSB - Community Federal Savings Bank January 2015 - Present
Sallie Mae March 2014 - Present
Sallie Mae May 2011 - March 2014
HSBC June 2010 - May 2011
Applied Card Systems January 2008 - October 2009
Bank of America February 2001 - January 2008
Skills
Accounting, Accounts Payable, Internal Controls
Education
Goldey Beacom College 2012 — 2014
Master of Science (M.S.), Taxation and Information Technology
Wilmington College 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Commercial Real Estate Professional Services June 2010 - Present
Wells Fargo September 2009 - March 2015
Wells Fargo November 2010 - April 2011
Wells Fargo December 2006 - September 2009
HSBC February 2006 - December 2006
JPMorgan Chase December 2002 - December 2005
Skills
Banking, Credit, Loans, Mortgage Lending, Portfolio Management, Investments, Financial Analysis, Credit Analysis, Customer Service, Risk Management, Sales, Financial Services, Real Estate, FHA, Commercial Real Estate..., Commercial Real Estate, Finance, Analysis, Underwriting, Strategy, Training, Negotiation, Residential Mortgages, Commercial Mortgages, Loan Origination, Foreclosures, Loss Mitigation, Valuation, Mortgage Banking, Consumer Lending, Due Diligence, Asset Management, Loan Servicing, Real Estate Financing, Investment Properties, Investors, Financial Modeling, Real Estate Economics
Education
Georgia State University
Business Administration and Management
Finance One April 2012 - Present
Lion Fund LLC May 2011 - July 2011
Georgia Institute of Technology January 2011 - June 2011
HSBC June 2009 - August 2009
LVMH June 2007 - September 2007
Skills
Matlab, C++, Chinese
Education
Georgia Institute of Technology 2010 — 2012
Master, Financial Engineering
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2012
Master, Financial engineering
Shanghai Institute of Foreign Trade 2006 — 2010
BA, Finance
Veredus 2012 - May 2012
HSBC 2004 - 2011
International Network Services 2000 - 2004
Keane 1998 - 2000
ABR Benefits 1997 - 1998
General Electric Company 1990 - 1997
Skills
International Project..., Resource Allocation, Resource Management, Vendor Management, Risk Management, Team Building, Software Development, IT Governance, SDLC, PMO, Software Project..., PMP, Integration, Business Requirements, Business Analysis, Release Management, Leadership, Visio, IT Strategy, Requirements Gathering, Project Portfolio..., Governance, Program Management, Business Intelligence, IT Management, Project Management, ERP, Change Management, Business Process
Education
Georgia State University
Bachelors, Business Information Systems
Xavier University
Capital One May 2012 - Present
HSBC February 1997 - April 2012
Skills
Vendor Management, Business Analysis, SDLC, Resource Management, Software Project..., Requirements Gathering, IT Audit, Project Management, Quality Assurance, PMP, Requirements Analysis, Business Requirements, Visio, Systems Analysis, PMO, Business Intelligence, DB2, COBOL, Program Management, IT Management, Project Portfolio..., Enterprise Architecture, Risk Management, Agile Methodologies, Software Engineering
Education
Golden Gate University
MS, Information Systems
University of Madras
BS, Mechanical Engineering
HSBC August 2011 - Present
HSBC, Service Delivery July 2010 - July 2011
HSBC, Service Delivery November 2004 - July 2010
HSBC July 2000 - November 2004
Inlight Healthcare Interactive Inc June 1999 - July 2000
Connectedhealth.com December 1997 - May 1998
Fidelity Investments June 1996 - September 1997
Schering-Plough June 1995 - September 1995
Rotary International March 1992 - June 1994
Epidemiologist, Stanford Medical School July 1990 - March 1992
Education
Goucher College
Bachelor of Arts; BA, Spanish
Harvard School of Dental Medicine
Doctor, Dental Medicine (DMD)
Harvard School of Public Health
Master of Science, Epidemiology (ScM)
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Health Care
HSBC December 2012 - Present
Bank of America August 2010 - December 2012
ComputerTraining.com July 2008 - April 2009
Network Direct May 2007 - November 2008
NuCar Connection August 2001 - August 2008
Howard Johnson's March 1994 - August 2001
Skills
Customer Service, Team Building, Customer Satisfaction, Accounting, Customer Relations, Fraud Detection, Leadership, Sales, Marketing, Email Marketing, Sales Process, Strategic Planning, Team Management, Management
Education
Wilmington University 2013 — 2014
Bachelor's degree, Business/Corporate Communications
University of Phoenix 2011 — 2013
Associate's degree, Foundations of Business with Concentration in Management, 3.56 GPA
Goldey-Beacom College 1995 — 1999
Associates, Marketing and Management
HSBC March 2010 - Present
HSBC Technical Solutions February 2010 - Present
Rosewell Cancer Cell Research January 2009 - December 2009
William E. Eberhardt October 1999 - November 2008
Praxair Inc October 1999 - November 2008
Praxair October 1998 - November 2008
Skills
Project Management, Process Improvement, Cross-functional Team..., Six Sigma, Management, Supply Chain Management, Engineering, Quality Assurance, Leadership, Logistics, PMP, Access, Continuous Improvement, Process Engineering, Supply Chain, Vendor Management
Education
Georgia Institute of Technology 2000 — 2000
certification, Supply Chain Logistics
State University of New York College at Buffalo 1983 — 1988
BS, Business
Georgia Technical Institute
State University College
Bachelor, Science Business Administration
McDonald's Canada April 2015 - Present
McDonald's Canada September 2013 - April 2015
ANB CANADA January 2008 - August 2013
ANB CANADA January 2008 - March 2012
HSBC April 2006 - October 2006
Skills
Cognos, Toolbox, PowerPoint, Website Development, SharePoint Designer, POS Data Analysis, Loyalty Programs, Microsoft Office, Crystal Reports, Customer Insight, Marketing Research, Marketing Communications, Brand Management, Integrated Marketing, Market Research, Management, Customer Service, Social Media, Microsoft Excel, Event Planning, Retail
Education
Ryerson University 2014 — 2016
Big Data & Predictive Analytics
Seneca College of Applied Arts and Technology 2013 — 2014
Diploma, Marketing
Georgian College 2005 — 2006
Culinary Management
Cedarbrae Collegiate Institute 1999 — 2004
First Niagara Bank January 2014 - Present
First Niagara Bank January 2012 - January 2014
First Niagara Bank January 2011 - January 2012
First Niagara Bank August 2009 - January 2011
HSBC August 2008 - August 2009
HSBC March 2004 - August 2008
HSBC January 2002 - March 2004
Emedco 1998 - 2002
Western New York Technology Development Center 1997 - 1998
Skills
Business Strategy, Business Analysis, Team Leadership, E-commerce, Analytics, Project Management, iPhone Application..., SAS programming, SQL, Xcode, Financial Analysis, Presentations, Objective-C, eBanking, Python, CRM, Direct Marketing, JSON, Data Science, Web Development, Google App Engine, cocos2d, Business Intelligence, Data Warehousing, SAS, Databases, Digital Marketing, Business Analytics, Program Management, NLTK, Leadership, Management, Market Research, Strategy, Product Management, Analysis, Forecasting, Banking, Financial Services, Process Improvement, Vendor Management, Segmentation
Education
State University of New York at Buffalo - School of Management 1997 — 1998
MBA, Marketing
State University of New York at Buffalo 1988 — 1992
Bachelor's degree, Psychology
City Honors 1983 — 1987
Georgia Institute of Technology
Masters of Computer Science (in progress), Machine Learning and Artificial Intelligence
CICC July 2014 - September 2014
HSBC July 2013 - August 2013
Skills
Financial Engineering, Risk Management, Statistics
Education
Georgia Institute of Technology 2015 — 2016
Master of Science (MS), Quantitative and Computational Finance
Shandong University 2011 — 2015
Bachelor’s Degree, Statistics, 3.78
EY June 2015 - Present
Prudential Fixed Income August 2014 - May 2015
HSBC November 2013 - June 2014
World Trade Financial Group May 2012 - August 2012
Skills
Python, R, VBA, C++, Microsoft Excel, Matlab, SQL, Microsoft Office, Financial Modeling, Foreign Exchange, FX Swaps, NDF, Statistics, VAR, Equity Derivatives, Interest Rate..., Fixed Income
Education
Georgia Institute of Technology 2009 — 2013
B.S., Industrial and Systems Engineering
Holmdel High School 2005 — 2009
Ernst & Young September 2015 - Present
Ernst & Young July 2012 - June 2014
Ernst & Young January 2012 - April 2012
HSBC August 2006 - April 2009
Performance Marketing Ltd. May 2006 - July 2006
ICICI Bank June 2005 - February 2006
Frost & Sullivan May 2005 - May 2005
Phillips Carbon Black Ltd. (RPG Group) July 2004 - August 2004
The Park Hotels June 2002 - June 2002
Skills
Customer Relations, Commercial Banking, Branch Banking, Tax Research, RIA, CCH, MS Office Suite, Go Systems, Banking, Core Banking, Analysis, Customer Service, Financial Analysis, Finance, Accounting, Auditing, Tax, Financial Statements, Sarbanes-Oxley Act, Microsoft Office
Education
Golden Gate University 2011 — 2012
Master’s Degree, Taxation
Indian Institute of Planning and Management 2003 — 2005
Master of Business Administration (M.B.A.), Marketing & Finance, 3.65
Jadavpur University 2000 — 2003
Bachelor’s Degree, Accountancy
Modern High School for Girls 1998 — 2000
High School, Accountancy
Ashok Hall Girls Residential School 1996 — 1998
Middle School
Pegasystems April 2015 - Present
State of Ohio January 2015 - April 2015
EngagePoint, Inc. February 2014 - December 2014
Gov Healthcare Solutions at Xerox September 2012 - February 2014
Equifax (UST Global INC) July 2011 - September 2012
Health Net (Cognizant Technology Solutions) July 2008 - July 2011
Chase (Cognizant Technology Solutions) June 2005 - July 2008
First Data Corporation (Cognizant Technology Solutions) January 2004 - June 2005
Barry-Wehmiller Companies, Inc August 2003 - January 2004
HSBC September 2002 - July 2003
Skills
Program Management, PMO, SDLC, Project Management, Business Process, Vendor Management, Quality Assurance, Project Governance, Agile Methodologies, Pega 7.x, PRPC 7.x, Integration, Software Project..., Management, Requirements Analysis, Healthcare, Project Delivery, IT Management, Solution Architecture, Delivery Management, Business Analysis, Leadership, PMP, Engagement / Program..., PMO & Account Operations, Budgeting and..., Goveranance and..., Cross-functional Team..., Agile Project Management, Consulting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration, Operations Management, A
University of Madras 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Software and Media Applications, First
Mahatma Gandhi University 1991 — 1994
Bachelor of Science (B.Sc.), Mathematics
HSBC June 2007 - April 2013
Wilmington Trust 2006 - 2006
Brandywine Medical Management 2005 - 2006
Skills
Market Research, Leadership, Employee Engagement, Marketing Communications, Public Relations, Marketing Management, Media Relations, Event Management, Marketing Strategy, Performance Management, Marketing, Talent Management, Strategic Planning, Analytics, Team Leadership, Business Strategy, Succession Planning, Microsoft Office, Event Planning, Human Resources, Internal Communications, Risk Management, Strategy, Management, Corporate Communications, Training, Social Media, Organizational..., Change Management, Crisis Communications, Business Planning
Education
Goldey Beacom College 2004 — 2006
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Goldey Beacom College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Goldey Beacom College 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
TIAA-CREF 2011 - 2015
TIAA-CREF 2007 - 2009
HSBC October 2006 - 2007
STW in Carpinteria, CA 2005 - 2006
Trading Systems Design 2000 - 2005
Credit Suisse 1994 - 2000
Salomon Brothers 1986 - 1994
Skills
Fixed Income, Trading Systems, Business Analysis, Series 7, Agile Scrum, Risk Management, Financial Services, Investments, SDLC, Portfolio Management, Asset Management, Capital Markets, Mutual Funds, Securities, Equities, Vendor Management
Education
Georgia Institute of Technology
Master's Degree, Mechanical Engineering
Georgia Institute of Technology
One year Coursework in, Engineering/Industrial Management
Louisiana Tech University
Bachelor's Degree, Petroleum Engineering
Louisiana Tech University
Coursework in, Applied Mathematics
PROFESSIONAL DEVELOPMENT
Glens Falls National Bank & Trust Co. May 2013 - Present
First Niagara Bank June 2012 - April 2013
HSBC Bank USA, NA June 2008 - June 2012
HSBC June 2006 - June 2008
Skills
Moody's Risk Management..., Life Insurance licensed, Portfolio Management, Loans, Commercial Banking, Underwriting, Relationship Management, Commercial Lending, Business Relationship...
Education
University of Chicago 2000 — 2003
Master of Arts, Divinity School, Philosophy of Religion, Religion and Literature
Gettysburg College 1990 — 1994
Bachelor of Arts, Mathematics, Religion
Regus March 2011 - February 2013
Aeso - Faculdades Integradas Barros Melo March 2010 - December 2010
Santander Bank, N.A. April 2008 - December 2008
HSBC January 2007 - March 2008
Skills
General Business..., Microsoft Office, Microsoft Excel, Negociação, Microsoft PowerPoint, Planejamento estratégico, Gestão, Estratégia empresarial, Liderança de equipe, Planejamento empresarial, Management, Team Leadership, PowerPoint
Education
Golden Gate University 2014 — 2016
Master of Science (M.S.), Project Management
Faculdades Integradas Barros Melo - AESO 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
HSBC April 2014 - Present
HSBC October 2013 - April 2014
HSBC May 2011 - September 2013
Citi March 2009 - May 2011
Citi December 2007 - March 2009
Skills
Banking, Portfolio Management, Credit, Risk Management, Financial Analysis, Wealth Management, Investment Banking, Credit Risk, Retail Banking, Loans, Financial Services, Relationship Management, Fixed Income, Mortgage Lending, Financial Modeling, Business Analysis, Financial Risk, Credit Analysis, Operational Risk..., AML, Capital Markets, Securities, Operational Risk, Mutual Funds, Treasury Management, Corporate Finance, Commercial Banking, Anti Money Laundering
Education
Goldey-Beacom College
Graduate Certificate, Strategic Leadership
Goldey Beacom College
Master of Business Administration (MBA), International Business Management
Goldey Beacom College
Bachelor of Science (BS), Accounting
Goldey Beacom College
Bachelor of Science (BS), Finance
GE Capital January 2015 - Present
GE Capital June 2014 - December 2014
GE Capital July 2012 - June 2014
Fidelity Bank 2005 - 2009
HSBC 2002 - 2005
Skills
Series 63, Business Analysis, Project Planning, Insurance, Investment Management, Business Strategy, Credit Analysis, Process Improvement, Strategic Planning
Education
Georgia Institute of Technology 2009 — 2011
MBA, Finance & International Accounting
Spelman College 1995 — 1999
BA, Political Science
Servion Global Solutions August 2015 - Present
CorvisaCloud October 2014 - August 2015
eLoyalty, a TeleTech Company August 2012 - September 2014
TeleTech July 2012 - September 2014
Citigroup January 2010 - August 2012
Citigroup January 2007 - January 2010
Citi January 2006 - January 2007
NCO Group January 2005 - January 2006
HSBC January 2003 - January 2005
HSBC January 2003 - January 2005
Skills
Call Center, IVR, MIS, VoIP, Cisco Technologies, Networking, Telecommunications, Integration, Unified Communications, TCP/IP, Enterprise Software, SIP, Pre-sales, CRM, Telephony, Cloud Computing, Contact Centers, CTI, Vendor Management, Avaya, SaaS, Managed Services, IP, Data Center, Professional Services, Call Centers, Enterprise Architecture, Service Delivery, Active Directory, Solution Selling, Infrastructure, Software Development, SOA, Management, Disaster Recovery, Solution Architecture, ITIL, Security, System Deployment, Outsourcing, Information Technology, IT Strategy, IT Management, Virtualization, Information Security, Architectures, IT Operations, IT Service Management, Avaya Technologies
Education
University of Phoenix 1998 — 1999
Bachelor of Science (BS), Information Technology
US Naval Nuclear Power School 1996 — 1998
Graduate, Navy Nuclear Power Training Command (NNPTC)
Georgia Institute of Technology 1995 — 1996
College Dropout, Computer Science
HSBC January 2015 - Present
Nike August 2014 - Present
Gloabl score consulting January 2014 - July 2014
L&T Infotech February 2013 - July 2014
L&T Infotech February 2013 - March 2014
Skills
Management, CRM, Project Management, E-commerce, Integration, Leadership, Agile Methodologies, Product Management, Business Analysis, Marketing Strategy, SDLC, Digital Marketing, Marketing, Strategy
Education
Georgia Institute of Technology
Bachelor's Degree, Information Technology
Capital Insurance Group May 2015 - Present
DOLE Fresh Vegetables July 2012 - March 2015
Capital One May 2010 - July 2012
Capital One March 2008 - April 2010
HSBC November 1999 - February 2008
HSBC April 1996 - November 1999
Household International October 1994 - April 1996
Household International December 1990 - May 1994
Skills
Budgets, Credit Risk, Credit Cards, Credit, Management, Analysis, Analytics, Vendor Management, Forecasting, Cross-functional Team..., Finance, Project Planning, Contract Management, Fraud, Banking, Marketing, Financial Services, Sales, Financial Risk, Microsoft Excel, Financial Analysis, Process Improvement, Change Management, Business Analysis, Time Management, Project Management, Relationship Management, Portfolio Management, Risk Management, Business Process, Strategic Planning, Strategy, Negotiation, Executive Management, CRM, Program Management
Education
Golden Gate University 1992 — 1996
B.S., Business Administration
Salinas High School
Diploma
CP Capital Group October 2014 - Present
Votorantim Asset Management November 2012 - 2014
Banco Sofisa S/A May 2011 - October 2012
Banco Safra September 2008 - April 2011
Banco J Safra November 2004 - September 2008
HSBC February 1989 - November 2004
Skills
Portfolio Management, Wealth Management, Finance, Private Banking, Investment Banking, Capital Markets, Investments, Offshore Management, Headcount Management, Team Leadership, Structured investment..., Alternative investments..., Fundos de Hedge,, Private Equity, Financial and..., Investment Strategies, Real Estate Mutual Funds, Options, Derivatives, Credit Risk, Fixed Income, Banking, Financial Markets, Asset Management, Financial Services, Finanças, Mercado de opções, Serviços financeiros, Gestão de carteiras, Gestão de ativos, Fundos de capital..., Estratégias de..., Gestão de patrimônio, Mercado de capitais, Mercados financeiros, Structured Products, Renda fixa, Risco de crédito
Education
Laureate International Universities 2008 — 2010
Master of Business Administration(MBA) em Gestão de Negócios Empresariais, Economia e Gestão Empresarial
Universidade Anhembi Morumbi 1994 — 1998
Economia, Economia e Gestão Empresarial
Golden Gate University 1996 — 1996
Ensino de Inglês como Segundo Idioma
Capital One March 2012 - Present
HSBC March 2003 - March 2012
Skills
OS/MVS, VSE ESA, IMS DB, COBOL/400, Data Warehouse..., OLAP, VRU
Education
Golden Gate University
Master's degree
HSBC June 2011 - Present
Heitel Jewelers June 1997 - Present
NCC Business Services August 2010 - June 2011
Provide Commerce January 2007 - May 2010
Joe's Eats and Sweets June 2009 - March 2010
Skills
AML, Bank Secrecy Act, Training, Fraud, Loans, Due Diligence, Risk Management, Management, Banking, Credit, Sales, Financial Services, Portfolio Management, Financial Analysis, Relationship Management, Leadership, Finance, Process Improvement, Analysis, Asset Management, Financial Risk, Business Development, Securities, Anti Money Laundering
Education
Gonzaga University 2009 — 2011
M.A., Organizational Leadership
University of Florida 2004 — 2009
B.A., Political Science, Leadership
Wells Fargo Bank July 2012 - Present
HSBC June 2004 - June 2012
Skills
Performance Management, Employee Relations, Leadership, Recruiting, Human Resources, Personnel Management, Organizational..., Change Management, Business Strategy, Negotiation, Strategy, Industrial Relations, Management, Talent Management, Talent Acquisition, Strategic Planning, Consulting, Employee Engagement, HR Policies, Organizational Design, HRIS, HR Consulting, Time Management, Sales, Succession Planning, Project Management
Education
University of New England (AU) 2001 — 2002
Master of Business Administration, Management
Glasgow Caledonian University 1998 — 2000
Master of Science, Human Resources Management
Consumer Financial Protection Bureau September 2011 - Present
HSBC 2004 - 2009
AT&T Tridom 1995 - 1998
Education
Georgia State University
Urban Studies, Public Administration
Capital One June 2010 - Present
HSBC February 2009 - June 2010
HSBC June 2008 - February 2009
Nationwide Insurance April 2005 - June 2008
Skills
Budgets, Process Improvement, Management, Finance, Policy, Accounting, Microsoft Excel, Microsoft Office, Customer Service, Project Management, Leadership, PowerPoint, Financial Analysis, Training
Education
Capital Once University
Certificate, Business Process Management
Goldey Beacom College 2011 — 2013
Bachelor's degree, Information Technology
Goldey Beacom College 2003 — 2005
Associate's degree, Business Administration and Management, General
Smart Trade Pro January 2011 - Present
HSBC May 1994 - December 2005
Education
Goldey Beacom College
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
Novogradac & Company LLP January 2013 - April 2013
HSBC November 2007 - June 2010
Skills
Customer Service, Financial Analysis, Accounting, Outlook, Insurance, Finance, Microsoft Excel, Life Insurance, PowerPoint, Microsoft Office, Microsoft Word, Forecasting, QuickBooks, Lacerte, Financial Reporting, Bookkeeping, Management, Auditing, Financial Statements
Education
Golden Gate University 2012 — 2013
Master of Accountancy, Accounting
University of California, Riverside 2003 — 2007
BA, Business Economics
KPMG LLP July 2015 - Present
KPMG LLP November 2010 - June 2015
KPMG LLP August 2013 - October 2013
HSBC February 2008 - March 2008
Skills
SAP, Mandarin, Financial Analysis, GAAP, Budgets, Accounting, Auditing, Internal Audit, Shanghainese, Valuation, US GAAP, Financial Accounting, CPA, Finance, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Internal Controls, Due Diligence
Education
Georgia Southern University - College of Business Administration 2008 — 2010
Master of Accounting, Accounting
Waseda University 2004 — 2008
Bachelor of Liberal Studies, Liberal Studies
University of Oregon - Charles H. Lundquist College of Business 2006 — 2007
Business Administration
Shanghai Foreign Language School 1997 — 2004
High school degree
HSBC November 2012 - Present
GE Capital July 2008 - November 2012
Credit Suisse Alternative Investments 2006 - 2008
Credit Suisse 2004 - 2006
Verizon 2001 - 2004
Verizon (formerly GTE) 2000 - 2001
MedEyes 1999 - 2000
Georgia Tech Research Institute 1997 - 1997
Skills
Business Development, Corporate Finance, Project Finance, Structured Finance, Debt Structuring, Working Capital..., Growth Capital, Capital Markets, Relationship Management, Leveraged Finance, Private Equity, Syndications, Financial Structuring, Financial Modeling, Valuation, M&A experience, New Product Ideas, Corporate Strategy..., Investor Relations, Venture Capital, Derivatives, Credit Risk, Due Diligence, IPO, Finance, Emerging Markets, Mergers & Acquisitions, Hedge Funds, Debt Restructuring
Education
New York University - Leonard N. Stern School of Business
MBA
Georgia Institute of Technology 1995 — 1999
Bachelor of Science in Electrical Engineering
University of Oxford
Post-Baccalaureate Study
George Walton HS
International School Manila
Angel O'Neil, CPA July 2015 - Present
Price Waterhouse Coopers May 2010 - June 2015
Harb, Levy Weiland LLP (now Eisner Amper LLP) September 1998 - May 2010
Harris Corporation July 1995 - July 1996
HSBC January 1993 - April 1995
Skills
Estate Planning, Estate Law, Income Tax, Tax, Finance, Family Office, High Net Worth..., CPA, Small Business, Retirement Planning, Partnership Taxation, Tax Preparation, Trusts, Accounting, Tax Returns, Financial Analysis
Education
Golden Gate University 2005 — 2010
Graduate Certificate in Estate Planning, Taxation
San Francisco State University 1996 — 1998
Master, MBA
Zhongshan University 1988 — 1992
Bachelor, Economics
HSBC May 2005 - Present
PNC Bank (PFPC, Inc) August 1998 - April 2005
Education
Goldey-Beacom College 1995 — 1999
Augustine Consulting, Inc. June 2014 - Present
Dance Dash 5k Monterey Bay March 2014 - Present
C12 Recovery March 2014 - Present
Superhero Events, LLC. January 2014 - Present
HSBC November 2008 - March 2014
Jive Live Entertainment August 2012 - January 2013
HSBC November 2005 - November 2008
CTB/McGraw-Hill 2003 - 2005
CTB/McGraw-Hill 2001 - 2003
Skills
Human Resources, Recruiting, Employee Relations, Process Improvement, Project Management, Program Management, Cross-functional Team..., Customer Service, Management, Vendor Management, Financial Analysis, Strategic Planning, Team Building, Microsoft Excel, Outlook, Lotus Notes, Visio
Education
Golden Gate University
IBM April 2013 - Present
BMO Harris Bank July 2011 - February 2013
Citi January 2011 - June 2011
HSBC 2005 - 2011
Iflex Solutions Inc September 2003 - September 2005
Nucleus Software Exports Limited 2001 - 2003
Skills
Oracle, PeopleSoft EPM, ABM, Requirements Analysis, PeopleSoft, Requirements Gathering, Business Analysis, Data Warehousing, Business Intelligence, PL/SQL, SDLC, Crystal Reports, ETL, Software Project..., Consulting, Vendor Management
Education
Symbiosis International University 1998 — 2000
Post Grad Computer Science, Computer Science
Goa University 1994 — 1997
BCS, Computer Science
Navy Federal Credit Union July 2013 - Present
Navy Federal Credit Union May 2009 - July 2013
Horizon Capital Group January 2006 - December 2009
HSBC February 2003 - December 2005
Chevy Chase Bank May 1995 - February 2003
Skills
Budgets, Financial Analysis, Risk Management, Mergers, Strategy, Leadership, Strategic Planning, Sales Management, Management, Loans, Portfolio Management, Business Analysis, Business Planning, Sales
Education
Georgia State University 1990 — 1994
MS, Finance and Financial Markets
University of North Carolina at Greensboro 1980 — 1984
BS, Business Administration
KPMG 2011 - Present
Deloitte 2008 - 2011
HSBC 2007 - 2008
Bear Stearns 2005 - 2005
Education
Georgetown University Law Center 2003 — 2006
HSBC September 2010 - Present
HSBC 2009 - September 2010
HSBC 2001 - 2009
IBM 1995 - 2007
Abbott Laboratories 1999 - 2001
ABN AMRO Bank N.V. 1997 - 1999
Skills
Project Management, Program Management, HTML, XML, JavaScript, Web Development, Dojo, PMP, MBA, MS Project, Niku Clarity, IT Management, Team Leadership, Project Planning, Resource Management, XHTML, Communication, Teamwork, Customer Service, Requirements Gathering, Business Analysis, Analysis, SDLC, Testing, Microsoft Project
Education
Lake Forest Graduate School of Management 2006 — 2010
MBA, MBA
Glasgow Caledonian University 1994 — 1995
Post Graduate, Computer Science
Glasgow Caledonian University 1987 — 1991
Bachelor’s Degree, Business Studies
HSBC August 2004 - Present
HSBC Securities (USA) Inc. 2004 - Present
HSBC Securities 2004 - Present
Deutsche Bank Securities November 1998 - July 2004
Education
Hofstra University 1994 — 1996
Gettysburg College 1992 — 1994
Bank of America June 2012 - Present
Bank of America October 2010 - June 2012
Bank of America January 2008 - October 2010
HSBC May 2006 - January 2008
Skills
Credit Risk, SAS, Bloomberg, Analytics, Credit, Derivatives, Financial Modeling, Quantitative Analytics, Risk Management, Statistical Modeling, Financial Risk, Portfolio Management
Education
Georgia Institute of Technology 2004 — 2006
MS, Quantitative and Computational Finance
Language Line Services May 2006 - September 2012
CTB/McGraw June 2003 - December 2005
Prudential Financial September 2002 - May 2003
HSBC Card Services August 2000 - May 2002
HSBC Card Services 1999 - 2002
HSBC September 1999 - July 2000
USS ABRAHAM LINCOLN April 1997 - June 1999
U.S. Naval Support Activity, Souda Bay, Crete, Greece February 1996 - March 1997
Skills
Account Management, Business Analysis, Customer Satisfaction, New Business Development, Analysis, Training, Strategic Planning, Access, Customer Service, Operations Management, Risk Management, Cross-functional Team..., Microsoft Excel, Process Improvement, Business Strategy, Program Management, Call Center, Sales Operations, Telecommunications, Salesforce.com, Sales, Team Building, Leadership, Management, Proposal Writing, CRM, Budgets, Marketing Strategy, Financial Analysis, Product Management, Testing, Call Centers, Interviews, Data Analysis, Vendor Management, Project Management, Business Development, Contract Negotiation, Marketing, Change Management, Microsoft Office, Team Leadership, Competitive Analysis, Manufacturing, Research, Forecasting, Strategy, Financial Services, Multilingual, Translation
Education
Project Management Institute 2010 — 2012
PMP certification, Project Management
Villanova University 2010 — 2011
Master Certificate, Business Analysis and IS/IT Project Management
Golden Gate University 2004 — 2008
MBA, Finance
University of Southern California - Marshall School of Business 1990 — 1994
Bachelor of Science, Business Administration
U.S. Navy
Supply Management, Financial Management
HSBC June 2012 - Present
SunTrust Robinson Humphrey May 2007 - June 2012
SunTrust Robinson Humphrey March 1999 - May 2007
Barnett Bank of Atlanta 1988 - 2003
Bank of America August 1988 - July 1997
Barnett Bank 1988 - 1993
Skills
Asset Based Lending, Middle Market, Financial Modeling, Corporate Finance, Private Equity, Financial Structuring, Portfolio Management, Capital Markets, Leveraged Finance, Structured Finance, Syndications, Credit Analysis, LBO, Mergers, Financial Analysis, Commercial Banking, Credit, Loans, Credit Risk, Commercial Lending, Loan Origination, Banking, Series 7, Finance, Underwriting, Mergers & Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 1989 — 1992
MBA, Finance
Kennesaw State University 1985 — 1988
BBA, Finance
Movement Mortgage, LLC December 2014 - Present
SERVICELINK/LOANCARE January 2013 - Present
TRINBAGO TRUCKING January 2010 - August 2012
HSBC March 2006 - March 2008
HSBC January 2004 - March 2006
HSBC October 1998 - January 2004
Skills
Finance, Leadership, Management, Loans, Forecasting, Accounting, Data Entry, Sales, Negotiation, Legal Writing, Bankruptcy, Corporate Law, Underwriting, Refinance, Payments
Education
GA Perimeter College
Associate of Arts (AA), Early Childhood Education
Georgia Perimeter College
Early Childhood Education
Norfolk State University
Bachelor of Arts (B.A.), Psychology
California Republic Bank December 2014 - Present
Deutsche Bank September 2014 - December 2014
Business Analyst Consulting August 2012 - August 2014
Kinecta Federal Credit Union March 2011 - July 2012
University of La Verne September 2007 - June 2011
Countrywide Home Loans October 2005 - December 2007
HSBC January 1999 - January 2003
Skills
Business Operations, Leadership, Training, Business Process, Project Management, Financial Reporting, Vendor Management
Education
Golden West College 2012 — 2014
Associate's Degree, Accounting, 3.8
University of La Verne 2007 — 2011
Master of Business Administration, Finance, 3.65
University of California, Riverside
Bachelor of Arts, Liberal Studies
Pfizer March 2010 - Present
Pfizer February 2006 - February 2010
HSBC January 2005 - January 2006
Deutsche Bank Securities January 2001 - January 2005
Goldman Sachs August 1997 - December 2000
Schlumberger August 1995 - August 1997
Skills
Capital Markets, international treasury, Corporate Finance, Financial Analysis, Asset Management, Global Asset Allocation, Pension Funds, Corporate Treasury, Financial Modeling, Financial Accounting, Emerging Markets, Asset Allocation, Strategy, Trading, Finance, Treasury Management, Fixed Income, Asset Managment, Hedge Funds, Investment Strategies, Portfolio Management, Economics, Investments
Education
New York University
Master of Business Administration (MBA)
Georgia Institute of Technology
Master of Science (MS), Computer Science; Aerospace Engineering
Insikt, Inc. March 2015 - Present
Bank of the West July 2013 - March 2015
AccountNow, Inc December 2008 - July 2013
Washington Mutual Card Services January 2006 - December 2008
HSBC January 2003 - January 2006
REALTY INVESTMENTS 2002 - 2003
Skills
SAS/SQL, Risk Management, Market Analysis, P&L Management, Financial Modeling, Analytics, Segmentation, Underwriting, Statistical Modeling, Portfolio Management, Credit Cards, CRM, Credit Risk, Financial Risk, Banking
Education
Golden Gate University 2001 — 2002
MS, Computer Information Systems
San Francisco State University 1999 — 2000
MBA, Finance
Tamkang University 1992 — 1996
BA, Economics
HSBC January 2015 - Present
HSBC June 2011 - Present
JPMorgan Chase June 2010 - June 2011
JP Morgan April 2010 - June 2011
JPMorgan Chase June 2007 - June 2011
JPMorgan Chase January 2010 - April 2011
JPMorgan Chase August 2008 - June 2009
JP Morgan Chase 2008 - 2009
JPMorgan Chase June 2007 - August 2008
Air Transport Command 2002 - 2006
Skills
Management, Process Improvement, Account Reconciliation, Financial Risk, Financial Analysis, Banking, Equities, Risk Management, Financial Services, Fixed Income, Investments, Retail Banking, Asset Management, Loans, Finance, Financial Modeling, Securities, Business Analysis, Portfolio Management, Access, Bloomberg, Anti Money Laundering, Compliance, Mutual Funds, Strategic Financial..., Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor's of Science, Business Administration
Morgan State University 2002 — 2004
Bachelor's of Science, Business Administration
Goldey-Beacom College
Masters, Business Administration
Ramboll Environ July 2013 - Present
CoStar Group May 2012 - July 2013
Abjad Global Advisors September 2010 - February 2011
HSBC July 2009 - March 2010
Skills
Financial Analysis, Financial Modeling, Excel, Finance, Banking, Microsoft Excel, Corporate Finance
Education
Georgia State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Georgia State University, Robinson College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Data Recognition Corporation July 2015 - Present
CTB/McGraw-Hill Education May 2008 - June 2015
HSBC January 2007 - April 2008
Hampton Brown September 2005 - January 2007
CTB McGraw Hill October 1977 - September 2005
Skills
Budgets, Forecasting, PowerPoint, Financial Reporting, Financial Analysis, Leadership, Accounting, Financial Forecasting, Salesforce.com, Adobe Acrobat, Team Building, Microsoft Excel, Program Management, Process Improvement, Variance Analysis, Management, Business Analysis, Managerial Finance, Financial Modeling, Project Management, Data Analysis, Microsoft Office, Hyperion Enterprise, Strategic Planning, Sarbanes-Oxley Act, Outlook, Finance, Vendor Management, Due Diligence, Cross-functional Team...
Education
Golden Gate University 1999 — 2002
BS, Accounting
Manhattan Associates January 2012 - Present
Manhattan Associates January 2008 - December 2011
Manhattan Associates July 2005 - December 2007
Mahindra British Telecom (Tech Mahindra) December 2003 - July 2005
HSBC June 2002 - December 2003
BItmappers Infotech Ltd 1999 - 2002
Skills
Supply Chain Management, SDLC, Supply Chain Consulting, IBM iSeries, Business Analysis, Requirements Analysis, Business Intelligence, Software Implementation, Business Process..., Integration, Vendor Management, Business Process, Program Management
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, International Business
Mumbai University
Bachelor's degree, Mechanical Engineering
HSBC December 2008 - December 2008
Georgia Institute of Technology May 2008 - July 2008
Georgia Institute of Technology February 2008 - May 2008
Georgia Institute of Technology August 2007 - May 2008
Education
Georgia Institute of Technology 2008 — 2009
MS, Quantitative and Computational Finance
Georgia Institute of Technology 2001 — 2008
BS, Applied Mathematics with Business
Grant Thornton LLP January 2015 - Present
Discover Financial Services February 2010 - January 2015
HSBC February 2009 - February 2010
Wells Fargo May 2008 - January 2009
Skills
Risk Management, Quantitative Finance, Market Risk, Credit Risk, Matlab, R, Credit, Risk Analytics, SAS, VBA, Portfolio Management, Financial Modeling, Statistical Modeling
Education
University of Chicago 2012 — 2015
Master of Business Administration (MBA)
Georgia Institute of Technology 2007 — 2008
M.S., Quantitative and Computational Finance
Emory University 2001 — 2007
PhD, Chemistry
Tsinghua University 1997 — 2001
B.S., Chemistry
iTi Communications April 2015 - Present
City of Charlotte August 2011 - April 2015
CACI International Inc September 2010 - August 2011
HSBC February 2006 - November 2010
HSBC April 2004 - January 2006
Skills
Program Management, Vendor Management, Project Management, Management, Performance Management, Windows Server, Servers, Troubleshooting, Infrastructure, Operating Systems
Education
Goldey-Beacom College 2008 — 2009
MBA, Information Technology
Goldey-Beacom College 2002 — 2005
BS, Management Information Systems
UNC Charlotte 1997 — 2000
Bachelor of Science (BS), Management Information Systems
Insight Global December 2014 - March 2015
Design Strategy Corporation August 2012 - August 2014
PC Network, Inc. June 2011 - December 2011
HSBC June 2009 - March 2011
Skills
Information Technology, Customer Service, Help Desk Support, Desktop Application..., Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Time Management, Public Speaking, Teamwork, Sales, Access
Education
Goldey-Beacom College 2012 — 2014
Master of Business Administration (MBA), Information Technology
Goldey-Beacom College 2005 — 2009
Taco Bell Corporate/Yum Brands August 2008 - Present
Spartan Computer Services 2006 - 2008
Worldwide Interactive Services, LLC 2004 - 2006
Lockheed Martin 2003 - 2004
HSBC 1996 - 2003
Skills
Project Management, Team Building, SDLC, Vendor Management, Process Improvement, Leadership, Business Analysis, Change Management, Troubleshooting, Team Management, Team Leadership, Cross-functional Team..., Software Documentation, Visio, Management, Access, Training, Telecommunications, Integration, Inventory Management, Project Planning, PMP, Budgets, MS Project, Program Management, Operations Management, Business Process..., IT Management, PMO, Quality Assurance, Business Intelligence, SharePoint, IT Strategy, Business Process
Education
Golden Gate University
BS, Business Management
USAA October 2012 - Present
Bank of America July 2012 - October 2012
Clayton Holdings June 2010 - July 2012
Law Offices of Daniel C. Consuegra March 2008 - June 2010
Clayton Holdings 2005 - 2008
New Century Mortgage Corporation 2004 - 2005
Fremont Investment and Loan 2003 - 2004
HSBC 2000 - 2003
IMC Mortgage Corporation 1997 - 2000
World Savings 1995 - 1997
Skills
Real Estate, Customer Relations, Database Administration, Mortgage Lending, Underwriting, Fraud, Credit, Compliance, Mortgage, FHA, VA, Conventional, Financial Analysis, Due Diligence, Credit Risk, Credit Analysis, Excel
Education
Golden Gate University
Northwood University 1978 — 1981
Business
Northwood University
A.A, Business Management
Mindleaders
University of South Florida
Oracle Database Developer
Citi July 2014 - Present
Evans Bank August 2013 - Present
Tesco Bank October 2012 - April 2013
HSBC October 2010 - August 2011
Senator Charles E. Schumer September 2009 - August 2010
Skills
Contract Negotiation, Risk Management, New Business Development, CRM, Sales
Education
Glasgow Caledonian University 2011 — 2012
Master of Science (MSc), Operations and Business Management
University at Buffalo 2008 — 2010
B.A., Legal Studies
The University of Glasgow 2004 — 2008
LL.B (Hons), Law
Microsoft 2008 - Present
HSBC 1999 - 2002
Skills
Distributed Systems, Scalability, Machine Learning, Algorithms, Natural Language..., Software Design, Computer Science, Software Engineering, Data Mining, C++, Object Oriented Design, MapReduce, Multithreading, Win32 API
Education
Georgia Institute of Technology 2003 — 2008
PhD, Computer Science
Shanghai Jiao Tong University 1995 — 1999
B.E., Computer Science; International Finance
High School
Self-Employed December 2013 - Present
Assurant Specialty Property January 2009 - June 2015
Intuit-Turbo Tax November 2014 - April 2015
Liberty Tax Service December 2013 - April 2014
CompuCredit July 2008 - January 2009
Argyle Solutions October 2007 - July 2008
HSBC March 2006 - August 2007
WellPoint September 2004 - January 2006
Skills
Microsoft Office, Access, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Lotus Notes, Authorized E-File..., Windows, Analytical Skills, Bookkeeping, Call Centers, Claim, Customer Service, Customer Satisfaction, Data Entry, Detailed Organization, Insurance, Invoicing, Health Insurance, Retail Banking, Spreadsheets, Public Speaking, Leadership, Time Management, Team Building, Training
Education
Georgia State University 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Accounting
Kaplan University 2012 — 2014
Associate of Applied Science (AS), Accounting - Cum Laude, 3.65
Lockwood Mechanical, Inc. February 2008 - Present
HSBC 2004 - 2007
Education
Golden Gate University 2004 — 2005
Capital One March 2013 - Present
Capital One May 2012 - March 2013
HSBC March 2012 - May 2012
Georgia Institute of Technology August 2010 - December 2011
Pexus Technologies LLC June 2011 - August 2011
China Development Bank January 2010 - March 2010
taiping life insurance co., LTD June 2007 - September 2007
Skills
SAS, R, C++, SQL, Matlab, Analysis, Statistical Modeling, Mathematical Modeling, Fixed Income, Microsoft Excel, Statistics, Derivatives, Portfolio Management, Risk Management, Credit Risk, Financial Forecasting, Management, Finance
Education
Georgia Institute of Technology 2010 — 2011
Master of Science, Quantitative and Computational Finance
Sichuan University 2006 — 2010
Bachelor of Science, Mathematics and Applied Mathematics
Indiana University of Pennsylvania 2008 — 2009
student, Mathematics and Applied Mathematics
HSBC September 2013 - Present
HSBC January 2013 - September 2013
HSBC October 2008 - January 2013
HSBC June 2007 - October 2008
HSBC January 2005 - June 2007
North America Aviation Services November 2002 - January 2005
Skills
Fluent in Mandarin..., Employee Engagement, Independent Thinker, Organizational..., Organizational Design, Change Management, Employee Relations, Employee Surveys, Project Coordination, Data Analysis, Talent Management, Talent Assessment, Full-cycle Recruiting, Leadership Development, Student Recruitment, Talent Identification, Global Projects, Performance Management, Payroll Administration, Event Planning, Diversity & Inclusion, Strategic Planning, Workforce Planning, Culture Change, Metrics, Employee Value..., Expert Advisor
Education
Goldey Beacom College
Bachelor's degree, Finance, General
Bravo Health July 2008 - Present
Bravo Health July 2008 - Present
Morgan Stanley October 2005 - July 2008
HSBC January 2001 - October 2005
Education
Goldey-Beacom College 2003 — 2005
M.B.A, Finance, Marketing
University of Delaware 1997 — 2000
BA, Psychology
HSBC March 2014 - Present
HSBC Securities October 2011 - March 2014
Southern Company August 2010 - April 2011
Skills
Quantitative Finance, Bloomberg, Derivatives, Fixed Income, Financial Risk, Financial Modeling, Monte Carlo Simulation, Quantitative Analytics, Risk Management, VBA, Trading Systems, Market Risk, Financial Markets, Hedge Funds
Education
Georgia State University 2009 — 2010
Masters, Mathematical Risk Management
BDO China November 2014 - Present
Bay Area Council January 2012 - June 2013
HSBC June 2011 - July 2011
Skills
PowerPoint, Research, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Teamwork, English, Public Speaking, RIA, CCH
Education
University of San Francisco 2008 — 2012
Finance, Mathematics minor
Golden Gate University
Taxation
PREMIER Bankcard October 2007 - Present
Shopko October 2006 - October 2007
HSBC October 2001 - July 2006
Skills
Liason with collection..., Microsoft Office, Collections Management, Customer Service, Team Leadership, Museum Collections, Microsoft Word, Accounts Receivable, Operations Management, Call Centers, Risk Management, Credit, Leadership, Credit Cards, Process Improvement
Education
Glendale Community College 1999 — 2000
Associates Degree, General Studies
Lincoln High School 1985 — 1988
Diploma
Citi April 2013 - Present
HSBC 2010 - 2011
Societe Generale 2009 - 2010
Skills
Bloomberg, Chartered Financial..., Trading, Fixed Income, Interest Rate..., Credit Derivatives, Bond Markets
Education
Georgia Institute of Technology
Master of Science (M.S.), Operations Research
Korea University
Bachelor of Engineering (B.E.), Industrial and Information System Engineering
Compunnel Software Group October 2011 - Present
Deloitte January 2008 - April 2011
HSBC September 2005 - October 2007
Education
Goa University 1999 — 2002
Bachelor of Computer Applications, Computers
HSBC October 2008 - Present
Skills
SSIS, Microsoft SQL Server, SQL database design, Databases, Stored Procedures, SQL, Business Analysis, Requirements Analysis, Process Improvement, Risk Management, Unix, ETL, Testing, Visio, Requirements Gathering, Analysis, SQL Server 2000-2008, Performance Tuning, Management
Education
Goldey-Beacom College 2002 — 2006
Bachelor of Science (B.S.), Computer Information Systems
Goldey Beacom College 2001 — 2006
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
JPMorgan Chase 2012 - Present
HSBC April 2011 - November 2011
HSBC Securities February 2008 - April 2011
HSBC November 2007 - February 2008
Conde Nast August 2007 - November 2007
Career Diversity Botswana November 2003 - December 2006
The Grand Opera House April 2001 - January 2003
Skills
Know Your Customer &..., Multi-Cultural Team..., Process Improvement..., New Business Development, Written & Oral..., High Net Worth Client..., Business Relationship..., Banking, Finance
Education
Goldey Beacom College 2000 — 2002
Master of Business Administration (M.B.A.)
Goldey Beacom College 1996 — 2000
Bachelor of Science (B.S.)
GSS
HSBC July 2012 - Present
Benefical Mortage September 1973 - November 2005
Skills
Loans, Management, Banking, Customer Service, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, Finance, Mortgage Lending
Education
Georgia Southern University
BS
Ruby Tuesday 2009 - Present
Dollar Tree 2008 - 2011
Lowes 2008 - 2009
JPMorgan Chase 2006 - 2008
CVS 2006 - 2006
HSBC 2005 - 2006
JPMorgan Chase 2001 - 2005
Eckerd 1997 - 2001
Education
Goldey Beacom College 2012 — 2014
Associates, Marketing