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
Milestone January 2012 - Present
RBS Global Banking & Markets July 2010 - December 2011
HSBC June 2006 - July 2010
Broadridge 2006 - 2010
Capco 2000 - 2006
American Express 1996 - 2000
Bankers Trust 1986 - 1996
Skills
IT Transformation, Business objectives to..., Problem Solving, Building Relationships, Creative Problem Solving, Technology Development, Business Transformation, Team Building, Securities Processin, Fixed Income, Derivatives, Equities, Securities, Trading, Program Management, Hedge Funds, Capital Markets, Portfolio Management, Risk Management, Software Development, Business Analysis, Project Management, Certified Project..., Trading Systems, Prime Brokerage, Regulatory Reporting, Financial Services, Management
Education
Iona College
Bachelor of Arts (BA), Mathematics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Information Systems
Twilio Inc. August 2015 - Present
Twilio, Inc. February 2013 - August 2015
Paymentwall Inc April 2010 - November 2012
Boomerang Networks August 2009 - April 2010
Truvie Inc August 2009 - August 2009
HSBC April 2007 - August 2007
RM Associates August 2006 - October 2006
Tata Steel July 2006 - October 2006
Skills
Start-ups, CRM, Product Management, Team Management, E-commerce, Payments, Monetization, Mobile Payments, PostgreSQL, Payment Gateways, Payment Systems, Tableau, Credit Card Fraud, Payment Solutions, Customer Relations, Refunds, Chargebacks, Credit Card Transaction..., SQL, Payment Card Processing, Telephony, Fraud Detection, Risk Analysis, PayPal, Management, Strategy, Leadership, User Experience
Education
University of California, Berkeley, Haas School of Business 2015 — 2015
Certification - New Manager Program, Management
International Institute of Information Technology 2005 — 2007
MBA, Human Resources
Jawaharlal Nehru Technological University 2001 — 2005
B.Tech, Mechanical Engineering
HSBC July 2012 - August 2012
Bank of China June 2012 - July 2012
Zhejiang Libra Accounting Firm June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Social Media, Sales, Windows, English, Team Leadership, Public Speaking, Research, Time Management, Leadership
Education
Pepperdine University 2013 — 2014
Master's degree, International Business/Trade/Commerce, 3.76
Iowa State University 2010 — 2013
BS, Finance, General, Magna Cum Laude, 3.70
Genpact LLC December 2012 - Present
GENPACT LLC March 2012 - November 2012
Genpact March 2010 - February 2012
HSBC May 2008 - January 2010
Skills
Financial Reporting, US GAAP, Cash Flow, MIS, Accounting, Finance, Analysis, Financial Statements, Strategic Financial..., Statutory Accounting, Financial Accounting, Internal Audit, IFRS, Financial Planning
Education
The Institute of Chartered Accountants of India 2002 — 2007
chartered Accountant, Accounting and Finance
Institute of Company Secretaries of India 2002 — 2005
C.S (Inter), Banking, Corporate, Finance, and Securities Law
University of Calcutta 2001 — 2004
Bachelor's degree, Accounting and Finance
Barclays June 2014 - Present
HSBC February 2014 - June 2014
Lloyds Banking Group January 2011 - January 2014
Deutsche Bank March 2009 - March 2010
PIMCO 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Banking, Management, Finance, Equities, Analysis, Financial Risk, Financial Reporting, Due Diligence, Credit, Account Reconciliation, Business Development, Securities, Portfolio Management
Education
American International College London/Bangkok
Master of Business Administration
The Mountbatten Institute
Postgraduate Certificate, International Business Practice
University of San Diego
Bachelor of Science (BS), Biology
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C.
Spanish Intensive Study Abroad Program
Universidad Complutense de Madrid
Spanish Intensive Study Abroad Program
Independent Consultant May 2015 - Present
New York Presbyterian Hospital October 1998 - May 2015
HSBC February 1982 - March 1995
Skills
Healthcare Management, Public Health, Process Improvement, Team Building, Health Insurance, Program Management, Healthcare, Management, Data Analysis, Clinical Research
Education
Iona College
Bachelor's Degree
Iona College
MS, Healthcare
Google April 2013 - Present
Google April 2010 - April 2013
RJMetrics November 2009 - April 2010
A Voce Restaurant July 2009 - October 2009
HSBC June 2006 - March 2008
Skills
Business Intelligence, FX, Trading, MySQL, Data Analysis, Financial Modeling, Business Strategy, Cloud Computing, E-commerce, Valuation, Strategy, Equities, Foreign Exchange, Financial Analysis, Business Development, Investment Banking, FX Options, Analytics
Education
French Culinary Institute 2008 — 2009
Italian Culinary Program
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelors in Economics, Management, Finance, Accounting, Marketing
HSBC June 2011 - Present
HSBC March 2006 - June 2011
HSBC Finance August 2004 - March 2006
Credit Agricole CIB June 2000 - June 2004
Credit Agricole CIB June 1995 - June 2000
Arthur Andersen & Co June 1985 - May 1988
Skills
Capital Markets, Securitization, Operational Risk, Basel II, Financial Services, Project Management, Fixed Income, Banking, Derivatives, Structured Finance, Financial Modeling, Credit, Corporate Finance, Commercial Banking, Investment Banking, Risk Analysis, Finance, Financial Risk, Financial Structuring, Loans, Treasury
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Management
Iowa State University 1981 — 1985
BBA, Accounting
Aimia Inc 2013 - 2013
Dino Trading Company 2012 - 2013
TD Bank Group January 2012 - August 2012
HSBC May 2011 - July 2011
Morgan Stanley May 2011 - June 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Bachelor of Arts (B.A.)
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor of Arts (B.A.), Honors Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.)
Webber Academy 2006 — 2010
High School Diploma
HSBC April 2014 - Present
Ivey Finance Club May 2013 - April 2014
Byron Capital Markets July 2012 - December 2012
Byron Capital Markets January 2012 - July 2012
Byron Capital Markets January 2011 - January 2012
Canfin Financial Group of Companies August 2009 - November 2010
General Electric June 2008 - June 2009
Skills
Financial Modeling, Corporate Finance, Equity Research, Valuation, Investments, Investment Banking, Private Equity, Equities, Financial Analysis, Capital Markets, Project Finance, Asset Management, Investor Relations, Venture Capital, IPO, Private Placements, Trading, Derivatives, Hedge Funds, Equity Valuation, Due Diligence, Bloomberg
Education
Richard Ivey School of Business 2013 — 2014
Master of Business Administration (MBA), Finance
University of Toronto Mississauga 2003 — 2008
Honors bachelor of science, Financial Economics
HSBC Private Bank January 2011 - Present
HSBC Private Bank May 2009 - July 2011
HSBC Private Bank December 2004 - May 2009
HSBC Private Bank July 2003 - December 2004
HSBC 2003 - 2004
HSBC 2003 - 2004
HSBC Private Bank January 2003 - July 2003
Skills
Leadership, Banking, Quick Books, PeopleSoft, JavaScript, Cisco, Quicken, SAP, Credit Bureau Software, GAAP, System Application..., World-Check, LexisNexis, Banker’s Almanac, Netscape Communicator, Microsoft Office Suite:..., Outlook Express, Adobe Creative Suite, Spanish Speaking, OFAC, KYC, PEP, Research, Bank Secrecy Act, Risk Management, AML, Management, Employee Training, Loss Mitigation, Auditing, Financial Audits, Analysis, Operational Risk, Loans, Portfolio Management, Spanish, Financial Services, QuickBooks, Mortgage Lending, Credit Cards, Program Management, Consumer Lending, Cisco Technologies, Anti Money Laundering
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1985 — 1988
Follett Higher Education Group December 2008 - Present
MCE Solutions October 1997 - December 2008
Calamos Investments October 2006 - March 2008
Clarity Consulting March 2005 - October 2006
Bear, Stearns & Co. Inc. 2005 - 2006
Follett Higher Education Group March 2005 - October 2005
Raddon Financial Group January 2003 - March 2005
HSBC January 2001 - February 2002
Northern Trust January 1999 - July 2000
Sears, Roebuck and Co. April 1998 - December 1998
Skills
Product Development, Process Improvement, Change Management, Project Management, Strategic Planning, Business Analysis, SharePoint, SDLC, Business Intelligence, Finance, CRM, Microsoft SQL Server, C#, Team Leadership, .NET, Enterprise Architecture, Databases, Quality Assurance
Education
Iowa State University 1989 — 1994
Bachelor of Science (BS), Management Information Systems
Iowa State University
Bachelor of Science (B.S.), Management Information Systems and Services
Bank of America Merrill Lynch February 2013 - Present
HSBC September 2011 - October 2012
TD Securities (Toronto-Dominion Bank) July 2007 - August 2011
Citibank 1999 - 2006
Skills
Investment Banking, Banking, Risk Management, Valuation, Financial Modeling, Derivatives, Capital Markets, Fixed Income, Corporate Finance, Commercial Banking, Financial Analysis, Credit, Trading, Credit Analysis, Credit Risk, Portfolio Management, Bloomberg, Investments, Equities
Education
Ivey Business School at Western University 2006 — 2007
MBA, Finance
Universidad Católica Andrés Bello 1990 — 1995
Bachelor Degree, Business and Accounting
Cognizant Technology Solutions July 2014 - Present
Aricent Group July 2011 - July 2013
HSBC May 2010 - August 2010
ConceptWave April 2009 - August 2009
Skills
Business Strategy, Competitive Analysis, Business Analysis, Analytics, Management Consulting, Leadership, Marketing Communications, Sales Management, Product Development, Business Planning, Strategy, Marketing, Project Management, Telecommunications
Education
Ivey School of Business 2013 — 2014
Master of Business Administration (MBA), MBA
Ivey School of Business 2007 — 2011
Honours Bachelor of Arts, Business Administration and Management, General
Isagenix International August 2008 - Present
HeartLink Network August 2008 - Present
HSBC August 2001 - March 2009
Skills
Leadership, Business Networking, Coaching, Team Building, Leadership Development, Personal Development, Small Business, Employee Training, Social Media Marketing, Marketing, Wellness Coaching, Team Leadership, Business Development, Fundraising, Direct Sales, Recruiting, Employee Relations, Event Management, Event Planning, Networking, Strategic Planning, Entrepreneurship, Time Management, Executive Coaching, Public Speaking, Teaching, Training, Sales, Public Relations, Social Networking, Human Resources, Wellness, Customer Service, New Business Development, Management, Social Media, Nutrition, Online Marketing, Interviews
Education
Iowa State University - College of Business 1996 — 2001
Bachelor of Science (BS), Marketing and Accounting
Northwest Missouri State University 1995 — 1996
JPMorgan Chase May 2011 - Present
Citizens Bank September 2009 - May 2011
HSBC December 2006 - September 2009
Skills
Retail Banking, Consumer Lending, Mutual Funds, Insurance, Series 7, Series 63, Investments, Credit, Retirement Planning, Fixed Annuities, Branch Management, Relationship Management, Credit Cards, Cross Selling, Fixed Income, Debit Cards, Sales, Finance, Banking, Management, Financial Services, Loans
Education
NYU 2000 — 2002
Graduate Certificate, Sports Marketing
Ithaca College 1985 — 1989
Bachelor of Science (BS), Finance
Fidelity Investments August 2015 - Present
Goldman Sachs August 2014 - June 2015
Westminster College June 2013 - June 2015
Westminster College 2012 - June 2015
Goldman Sachs May 2014 - August 2014
Nationwide Insurance June 2013 - August 2013
HSBC January 2009 - January 2009
Skills
Spanish, Public Speaking, Statistics, English, Economics, Access, Teamwork, Data Analysis, PowerPoint, Brazilian Portuguese, Social Media, Microsoft Word, Team Leadership, Tutoring, International Admissions, College Recruiting, Econometrics, Eviews, Microsoft Excel, Databases, Fiduciary, Cold Calling, Document Management, Confidentiality, International..., Benefit Cost Analysis, Networking, OS X, Regression Testing, Regression Analysis, Finance, Team-oriented, Data Entry, Outlook, Financial Analysis, Financial Statement..., Risk Management, Macroeconomics, Oracle, SharePoint, Financial Reporting, Microsoft Office, Research, Bloomberg
Education
Westminster College 2011 — 2015
Bachelor of Economics (B.A.), Minors: Applied Mathematics and French
International Baccalaureate 2008 — 2011
Diploma
Advanced Write Resumes 2008 - Present
Manpower May 2008 - November 2008
HSBC June 2006 - May 2008
Bally Total Fitness May 1997 - November 2005
Skills
Interviews, Resume Writing, Recruiting, Training, Human Resources, Hiring, Career Counseling, Business Development, Coaching, Sales, Sales Management, Executive Management, Strategy, Job Search, B2B, Financial Services, Leadership, Job Search Strategies, Management, Cover Letters, Fitness, Marketing, LinkedIn, B2C, Letter Writing, Thank You Letters, Career Transitions, Building Relationships, Business Networking, Social Networking, Talent Acquisition, Internet Recruiting, Personal Branding, Permanent Placement, Selling, Time Management
Education
State University of New York College at Buffalo
Business
Ithaca College
Batavia High School
University of Toronto September 2015 - Present
HSBC May 2014 - Present
Inter-American Development Bank May 2011 - April 2014
Scotiabank January 2011 - July 2011
Seneca College of Applied Arts and Technology September 2007 - April 2011
Scotiabank October 2008 - February 2011
University of Toronto 2007 - 2011
Scotiabank 2006 - 2008
Scotiabank 2001 - 2005
Skills
Trade Finance, Correspondent Banking, Export Finance, Corporate Finance, International Finance, Global Business..., Strategic Selling, Brazilian Portuguese, Team Spirit, Professional Experience, Relationship Management, Communication, Credit Risk, Leadership, Banking, Business Strategy, Risk Management, Strategy, Management, Credit, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
EMBA
Canadian Securities Institute 2003 — 2004
canadian securities course
Seneca College 1996 — 1998
DIPLOMA
Universidad Nacional Autónoma de México 1991 — 1994
BA
Market Leader Inc. / TRULIA September 2013 - April 2014
Zillow.com February 2012 - June 2013
John L Scott Real Estate March 2009 - December 2011
American Equity Mortgage June 2008 - December 2008
Chase - Formerly WAMU Home Loans August 2007 - April 2008
Wells Fargo Home Mortgage February 2007 - August 2007
HSBC January 2005 - February 2007
Skills
Account Management, Sales Presentations, New Business Development, Lead Management, Marketing Strategy, Selling, Lead Generation, Salesforce.com, Solution Selling, Digital Marketing, Influential Closing..., B2B, SaaS, Consultative Selling, Cultivating..., Online Advertising, Negotiation, Social Media Marketing, Brand Development, Brand Awareness, Strategic Planning, Strategic Thinking, Market Share Analysis, Real Estate, Cold Calling, Residential Mortgages, Short Sales, Leadership, Management, Online Marketing, Advertising, Sales
Education
ITT Technical Institute-Seattle 2003 — 2005
Associate of Technical Arts, Information Technology - Computer Network Systems Administration
Bothell High School 1998 — 2000
Graduate - Class of 2000, Diploma
Qualcomm 2013 - Present
Sony Electronics 2010 - 2013
Credit Suisse 2007 - 2008
HSBC 2003 - 2007
UOB 2000 - 2003
Premiere Global Services 1999 - 2000
SingTel 1998 - 1999
Skills
Product Marketing, Multi-channel Marketing, Integrated Marketing, Brand Management, Brand Architecture, Marketing Strategy, Cross-functional Team..., Digital Marketing, Advertising, Digital Strategy, Marketing Communications, Marketing Management, Product Management, Management, Competitive Analysis, New Business Development, Strategic Planning, Leadership, Strategy, CRM, Market Research, Marketing, Strategic Partnerships
Education
National University of Singapore 1995 — 1998
B. Sc
Ivey Business School at Western University
University of Mississippi Medical Center August 2015 - Present
Austin Energy June 2014 - June 2015
Rock-Tenn Company October 2013 - June 2014
Boston Scientific April 2013 - August 2013
HSBC October 2012 - March 2013
Cleveland Clinic February 2012 - September 2012
J P Morgan Chase November 2010 - January 2012
Cardinal Health November 2007 - October 2010
Zurich Financial Services August 2005 - October 2007
Chrysler July 2004 - June 2005
Skills
Red Hat Linux, Virtualization, Storage, Pure Flex, DNS, Power Management, IBM AIX, System Administration, Cisco Routers, Active Directory, IVM, VMware ESX, NPIV, LPMS, SEA, MPIO, HACMP, High Availability, NetBackup, Change Management
Education
International Technological University 2010 — 2011
Masters, Software Engineering & Technology
Osmania University 2000 — 2003
Bachelors in Computer Science & Engineering, Computer Science, A+
D. V. Brown & Associates, inc. May 2015 - Present
WENDT CORPORATION August 2012 - January 2015
HSBC May 2011 - May 2012
Skills
AutoCAD, Autodesk Inventor, Visual ERP, Microsoft Office, Microsoft Excel, Microsoft Word, ProNest, TurboNest, Mechanical Engineering, CAD, Manufacturing..., Troubleshooting, Customer Service, Process Improvement, Lean Manufacturing
Education
ITT Technical Institute-Getzville 2007 — 2010
Associate's Degree, Computer Drafting and Design
Villa Maria College 2004 — 2007
Interior Design
Santander Bank, N.A. January 2011 - Present
Capital One Bank December 2008 - January 2010
HSBC June 2006 - November 2008
Citibank October 1990 - August 2006
Skills
Branch Banking, Branch Management, Banking, Small Business Lending, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Commercial Litigation
Education
Iona College 1988 — 1990
Epik Networks March 2013 - August 2014
Epik Networks May 2012 - March 2013
TD Bank Group March 2012 - May 2012
TD Bank Group July 2010 - March 2012
HSBC July 2009 - July 2010
HSBC December 2008 - June 2009
YES Youngdo English School July 2007 - August 2008
Stylus Canada September 2006 - February 2007
Skills
Sales, Leadership, Training, Sales Operations, Management, Telecommunications, Team Leadership, Sales Management, Social Networking, Recruiting, Salesforce.com, Customer Service, Marketing, Strategy, Project Management, Customer Experience, Direct Sales, CRM, Account Management, Business Development, Banking
Education
Ivey Business School at Western University 2015 — 2016
Master of Business Administration (MBA)
University of Toronto Mississauga 2003 — 2007
HBA, Specialist in Digital Enterprises Management (CCIT)
Sheridan College 2004 — 2007
Digital Media Certificate
Astoria Bank December 2014 - March 2015
HSBC October 2014 - November 2014
Serafina Restaurants July 2014 - August 2014
First BanCorp August 2007 - March 2014
San Juan Beach Hotel (Phoenix Management) November 2002 - August 2007
Skills
Customer Service, Thomson Reuters..., Windows XP ®, Microsoft Office..., Multi Tasking, Bilingual, Team-oriented, Team Leadership, Organization, Outstanding time..., Creative Problem Solving, Highly detail oriented, Listener, Helping Others Succeed, Auditing, Banking Law, Consumer Law
Education
Inter-American University of Puerto Rico-Metropolitan Campus 2004 — 2008
Master of Business Administration (M.B.A.), International Business, 3.73
Universidad de Puerto Rico 1999 — 2003
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
Guamani Private School
Guamani Private School
Union Bank April 2014 - Present
Citi Bank 2010 - April 2014
HSBC November 2008 - October 2010
wachovia June 2006 - November 2008
John Hancock Life Insurance Company (U.S.A.) August 2003 - June 2006
Skills
Financial Analysis, Sales Management, Customer Relations, Account Management, Portfolio Management, Relationship Management, Investments, Business Relationship..., Sales, New Business Development, Marketing, Commercial Lending, Commercial Banking, Cross Selling, Marketing Strategy, Credit, Banking, Asset Managment, Fixed Income, Customer Service, Credit Risk, Credit Analysis, Loans, Asset Management
Education
Ithaca College 1999 — 2003
BS, Marketing
HSBC March 2013 - Present
HSBC June 2010 - March 2013
HSBC September 2007 - June 2010
SHCP June 2007 - September 2007
Protego June 2005 - June 2007
Skills
Corporate Finance, Bloomberg, Capital Markets, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Investment Banking, Mergers & Acquisitions, Portfolio Management, Private Equity, Project Finance, Valuation, Venture Capital
Education
Instituto Tecnológico Autónomo de México 2002 — 2007
Economics
HSBC July 2013 - July 2013
China Petroleum June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Customer Service, Access, Public Speaking, Photoshop, Windows, English, Social Media, Data Analysis, Leadership, Outlook
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master's degree, Accounting
Iowa State University 2011 — 2014
Bachelor's degree, Accounting
Southwestern University of Finance and Economics 2010 — 2011
HSBC March 2009 - Present
HSBC 2005 - March 2009
HSBC.com - Subsidiary of HSBC 2002 - 2005
HSBC Securities 2000 - 2002
Merrill Lynch 1986 - May 2000
Skills
IT Risk Management, Enterprise Risk..., Technology Risk, Technology Governance, Risk Management, digital risk, Operational Risk..., Enterprise Architecture, Risk, IT Strategy, Strategy, Vendor Management, Information Security, IT Management, Data Center, Project Management, Security, Management, Business Continuity, Financial Risk, Outsourcing, Governance, SDLC, PMO, Basel II, Disaster Recovery, Solution Implementation, Technological Innovation, Process Improvement, Financial Services, Risk Assessment
Education
State University of New York at Albany 1982 — 1985
MBA
Ithaca College 1978 — 1982
BS
HSBC June 2015 - Present
National Bank Financial 2013 - Present
Canaccord Genuity Inc. 2010 - 2012
Skills
Capital Markets, Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Equity Capital Markets, Portfolio Management, Hedge Funds
Education
CFA Institute
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA), Accounting and Finance
Chartered Professional Accountants of Ontario
CPA, Accounting
HSBC January 2015 - Present
HSBC October 2011 - Present
Skills
Financial Analysis, Financial Modeling, Strategy, Management, Leadership, Analytics, Analysis, Banking, Financial Services, Business Strategy
Education
London School of Economics and Political Science 2010 — 2011
Master of Science, International Health Policy
The University of Western Ontario - Richard Ivey School of Business 2006 — 2010
Bachelor of Arts, Honours Business Administration
Second Edition, LLC November 2010 - Present
Journal of Psychological Issues in Organizational Culture July 2009 - Present
University of Phoenix 1998 - Present
Words and Numbers September 2009 - November 2010
ED MAP, Inc. October 2007 - September 2009
Apollo Publishing & Learning Technologies 2005 - 2007
University of Phoenix 2004 - 2006
Enhance Financial Services Group February 1990 - March 2001
HSBC September 1977 - January 1990
Skills
Higher Education, Staff Development, Public Speaking, Adult Education, E-Learning, Distance Learning, Leadership Development, Leadership, Psychology, Program Management, Research, Management
Education
Touro University 2002 — 2004
Ph.D., Business
Long Island University, Southampton Campus 1999 — 2001
MS, Gerontology
Iona College 1974 — 1976
MBA, Finance
Stony Brook University 1969 — 1973
BA, History/Education
University of Phoenix
Huntington National Bank September 2010 - Present
Paychex July 2009 - August 2010
HSBC March 2002 - May 2009
Bluegreen Corporation October 2000 - December 2001
Teleservices Direct August 1999 - October 2000
Skills
Michigan Life and..., Banking, Leadership, Management, Loans, Mortgage Lending, Sales, Team Building, Sales Operations, Performance Management, Portfolio Management, Coaching, Strategic Planning, Training, Insurance, Budgets, Account Management, Call Centers, Human Resources
Education
University of Phoenix 2011 — 2013
Business Management, Business, 3.39
University of Phoenix 2009 — 2011
Associate of Arts, Business
Ivy Tech Community College 1996 — 1997
N/A, Business classes
West Central High School 1989 — 1993
High School Diploma, General Studies
CMG Financial October 2014 - Present
Inland Home Mortgage Company May 2014 - October 2014
CBC National Bank August 2013 - April 2014
US Bank Home Mortgage April 2011 - July 2013
Fifth Third Bank July 2009 - April 2011
HSBC July 2005 - May 2009
HSBC September 2003 - July 2005
HSBC May 2002 - September 2003
Skills
CRM, Vendor Management, Performance Management, Loans, Customer Service, Small Business Lending, Leadership, Team Leadership, Sales, Cross Selling, Credit, Management, Selling, Recruiting, Mortgage Lending, P&L Management, Sales Operations, Training, Team Building, Team Management, Talent Management, Consumer Lending, Banking, Public Speaking, Coaching, Residential Mortgages, Mortgage Banking, Jumbo Mortgage, Loan Origination, Relationship Management, Finance, Executive Management, Commercial Lending, Refinance, Financial Services, USDA, VA loans, Construction Loans, Credit Analysis, FHA financing
Education
Iowa State University - College of Business 1998 — 2002
Bachelors of Science, Management, Marketing
ID Analytics February 2014 - Present
ID Analytics February 2008 - February 2014
Discover Financial Services February 2006 - January 2008
Discover Financial Services August 2002 - February 2006
Wells Fargo June 2001 - July 2002
HSBC June 1999 - June 2001
Skills
Segmentation, Credit Risk, Credit Cards, Fraud, Credit, Portfolio Management, Predictive Analytics, Analytics, SAS, Data Mining, Database Marketing, Predictive Modeling, Business Intelligence, Direct Marketing, Process Improvement, Thought Leadership, P&L Management, Marketing Strategy, Product Marketing, Strategic Planning, Product Management, Product Development, Salesforce.com, Risk Management, Financial Services, Strategy, Strategic Partnerships, Analysis, Financial Risk, Management, Business Development, Executive Management, Leadership, CRM
Education
Iowa State University 1993 — 1999
Bachelor of Science, Economics
Naperville North High School 1989 — 1993
Diploma
AutoNation February 2012 - Present
HSBC 2004 - 2011
General Hipotecaria July 2003 - August 2003
Skills
Business Intelligence, Microsoft Visual Studio, Microsoft SQL Server, T-SQL, SSIS, ASP.NET, SSRS, SQL, .NET, C#, jQuery, CSS, JavaScript, Personal Banking, Visual Studio, Software Development
Education
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) / IPADE 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Universidad de La Habana 1993 — 1999
Bachelor in Computer Sciences
HSBC August 2015 - Present
New York Baseball Network October 2010 - Present
Euro Pacific Capital March 2012 - July 2015
JR Group LLC January 2008 - July 2015
Euro Pacific Capital July 2011 - March 2012
Stewardship Investment Advisors 2005 - June 2011
Ladenburg Thalmann & Co. Inc. 1993 - 2005
Trautman Wasserman & Co. Inc. 2000 - 2001
Kirlin Securities 2000 - 2000
Smith Barney 1992 - 1993
Skills
Start-ups, Insurance, Retirement Planning, Research, Strategic Planning, Mergers & Acquisitions, Marketing, Financial Analysis, Asset Allocation, Corporate Governance, Entrepreneurship, Venture Capital, AML, Due Diligence, Trading, Anti Money Laundering, Investment Banking, Valuation, Equities, Securities, Corporate Finance, Asset Management, Hedge Funds, Private Placements, Series 63, Fundraising, Wealth Management, Microsoft Office, Fixed Income, Financial Services, Investments, Portfolio Management, Banking, Finance, Risk Management, Alternative Investments, Capital Markets, Private Equity, Executive Management, Management Consulting, Options, Investment Advisory, FINRA, Management, Mutual Funds, Mergers, Broker-Dealer Compliance, Investment Advisor...
Education
Ithaca College 1985 — 1989
Bachelor of Science (BS), Economics/Business Management
Mamaroneck High School 1982 — 1985
General
SHOP.CA July 2014 - Present
Pitney Bowes September 2014 - June 2015
Sears Canada December 2013 - July 2014
Sears Canada February 2012 - December 2013
Sears Canada June 2011 - February 2012
Round Table Advertising September 2008 - April 2010
HSBC August 2007 - July 2008
Skills
Analysis, Product Development, Marketing Strategy, Online Marketing, Integrated Marketing, Planning, E-commerce, Strategic Planning, Business Strategy, Analytics, Negotiation, Account Management, Change Management, Competitive Analysis, Forecasting, Business Analysis, Retail, Financial Analysis, Problem Solving, Process Improvement, Budgeting, Customer Experience, New Business Development, Market Planning, Cross-functional Team..., Market Analysis, Social Media, Research, Promotions, Direct Marketing, Creative Problem Solving, Advertising, Team Leadership, Marketing Communications, Product Marketing, Email Marketing, Pricing, B2B, Marketing Research, Vendor Management, B2B Marketing, Direct Mail, Market Research, Business Planning, Marketing Management, Digital Marketing, Social Media Marketing, Brand Development, Brand Management, Project Planning
Education
Ivey Business School at Western University 2010 — 2011
MBA
University of Guelph 2003 — 2007
Honours BBA, Marketing
Three Oaks Tennis Center January 2013 - Present
HSBC February 2002 - August 2004
HSBC June 2001 - February 2002
Skills
Event Management, Sponsorship, Event Planning, Hospitality, Corporate Events, Public Relations, Marketing Communications, Sports Marketing, Hospitality Management, Food & Beverage, Social Media Marketing, Marketing, Sports, Sports Management
Education
Iowa State University 1993 — 1998
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
UnitedHealth Group July 2015 - Present
Transformational Opportunities Inc. 2013 - Present
Cognitive Ventures, Inc. (dba LearningRx) October 2008 - July 2015
HSBC 2005 - 2008
HSBC 2003 - 2005
HSBC 2002 - 2003
HSBC 2000 - 2002
Invensys Controls 1998 - 2000
Booz & Company 1995 - 1998
GE Healthcare 1994 - 1995
Skills
New Business Development, Marketing, Product Development, Project Management, Strategy, Product Management, Competitive Analysis, Entrepreneurship, Social Media, Social Networking, Public Speaking, Leadership Development, Analytics, Leadership, Online Marketing, Coaching, Management, Training, Marketing Strategy, Market Research, Sales, Business Planning, Marketing Communications, Budgets, Six Sigma, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Masters of Management, Marketing, Finance, & Strategy
Iowa State University 1984 — 1990
Bachelor of Science (BS), Industrial Engineering
Winona Senior High 1981 — 1984
Cara's Corner Daycare LLC February 1995 - Present
HSBC June 1989 - October 1994
Skills
Childcare, Child Development, Early Childhood..., First Aid, Cpr Certified, Training, Nutrition, Healthcare, Prevention, Case Managment, Public Speaking, Volunteering, Crisis Intervention, Mental Health, Community Outreach, Facilities Management, Small Business, Nonprofits, Security
Education
Iona College 1985 — 1989
BBA, Finance
JPMorgan Chase January 2012 - Present
JPMorgan Chase February 2007 - January 2012
JPMorgan Chase October 1997 - January 2007
HSBC 1989 - 1997
Skills
Trading, Management, Fixed Income, Capital Markets, Derivatives, Equities, Investment Banking, Hedge Funds, Structured Products, FX Options, Credit Derivatives, Financial Markets, Portfolio Management, Bonds, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
BBA, International Finance
Greater Des Moines Partnership February 2012 - Present
West Des Moines Chamber August 2008 - January 2014
Skyline Exhibits Central Iowa September 2010 - May 2011
AMA - Iowa Chapter 2010 - 2011
FunDAZ National Card Services May 2010 - November 2010
Remedy Intelligent Staffing August 2008 - May 2010
HSBC 2000 - 2008
Ingram Entertainment 1993 - 2000
Quality WIne Company & Beverage Marketing 1988 - 1993
Skills
Event Management, Team Building, Social Media Marketing, Marketing Communications, Event Planning, Leadership, Recruiting, Customer Service, Marketing, New Business Development, Solution Selling, Communication, Customer Satisfaction, Customer Oriented, Customer Insight, Friendly Personality, Friendly Demeanor, Caring, Compassion, Social Networking, Business Networking, Selling, Management, CRM, Marketing Strategy, Sales, Training, Networking, Cold Calling, Email Marketing, Trade Shows, Public Relations, Small Business, Fundraising, Retail, Building Relationships, Sales Process, Customer Retention, Business Development, Coaching
Education
Iowa State University 1982 — 1986
BA, Journalism Mass Communications
Clear Lake High School 1978 — 1982
HSBC Bank USA January 2011 - Present
HSBC November 2003 - Present
Bital Banco Internacional, S.A. August 1991 - November 2002
Skills
Banca, Finanzas corporativas, Gestión de cartera de..., Riesgo de crédito, Gestión de riesgos, Administración y..., Créditos, Análisis financiero, Banca de inversión, Mercado de capitales, Riesgo financiero, Análisis de crédito
Education
Colegio de Consultores en Imagen Púlbica 2009 — 2011
Maestría, Ingeniería en Imagen Pública
ITAM 2003 — 2004
Diplomado, Administración Internacional
Escuela Bancaria y Comercial, S.A. 1994 — 1999
Licenciatura, Banca y Finanzas
HSBC Global Banking and Markets August 2015 - Present
HSBC July 2013 - Present
Mackenzie Health July 2012 - August 2012
Enterprise Rent-A-Car May 2011 - September 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts, Honours Business Administration (HBA)
HSBC May 2010 - April 2014
Omniyat Properties September 2007 - March 2010
Bharti Airtel Limited February 1997 - June 2007
Bank of America January 1995 - August 1996
First Leasing Company January 1995 - February 1996
Citibank October 1994 - January 1995
Skills
Team Management, Vendor Management, Telecommunications, Account Reconciliation, Management, Accounts Receivable, CRM, Finance, Risk Management, Auditing, Training, Internal Audit, Analysis, MIS, Banking, Service Delivery, Business Development, Internal Controls
Education
Institute of Cost and Work Accountants of India 1993 — 1995
Cost Accountancy, Accountancy
University of Madras 1991 — 1994
B.COM, Commerce
Holy Angels Anglo Indian Higher Secondary School 1984 — 1991
12, Commerce
Town Residential October 2014 - Present
Aventana Real Estate October 2013 - 2014
Caliber Associates October 2010 - July 2013
HSBC March 2010 - July 2010
Citi September 2006 - March 2010
FLEET QUICK & REILLY INC. / BANC OF AMERICA INVESTMENT SERVICES 2003 - 2005
W Hotels 2002 - 2003
PRUDENTIAL SECURITIES INC., March 2001 - September 2001
Skills
Portfolio Management, Investments, Real Estate Transactions, Strategic Financial..., Real Estate, Mergers & Acquisitions, Financial Services, Loans, Mutual Funds, Wealth Management, Banking, Sales, Finance, Management, Leadership, CRM
Education
Iona College 1992 — 1996
Msgr. McClancy 1988 — 1992
Intel Corporation September 2015 - Present
Google Developer Expert January 2015 - Present
Intel Labs August 2013 - September 2015
GDG Istanbul June 2009 - September 2015
eteration November 2012 - August 2013
eteration May 2009 - August 2013
HSBC June 2008 - May 2009
TAV IT September 2006 - June 2008
Muse Systems March 2006 - August 2006
Türkiye İş Bankası August 2004 - July 2006
Skills
J2EE, Application Development, Spring, Hibernate, Java, Web Applications, Software Development, XML, Integration, Web Services, Linux, User Interface, Sun Certified Java..., JavaFX, Android, GWT, Flex, JavaEE, JavaSE, Google App Engine, SOA, JAX-WS, REST, JAX-RPC, iPhone development, Objective-C, Certified Scrum Master..., Interface Builder, Xcode, OSGi, JPA, Design Patterns, Eclipse, Eclipse Plugin..., NetBeans, Glassfish, Tomcat, WebSphere Application..., WebSphere Process Server, node.js, HTML5, mongodb, phonegap, Java Enterprise Edition, Mobile Applications, Node.js, JavaScript, HTML 5, MongoDB, Mentoring
Education
Istanbul Technical University 2002 — 2004
MSc, Design and Administration of IT Systems
İstanbul Teknik Üniversitesi 1997 — 2002
Bachelor of Science (BSc)
HSBC October 1999 - Present
Skills
Mortgage Lending, Business Analysis, Financial Risk, Risk Management, Credit Risk, Banking, Loans, Underwriting, Call Centers, Process Improvement, Relationship Management, Insurance, Management, Change Management, Financial Services, Finance, Credit Analysis, Retail Banking, Portfolio Management, Financial Modeling, Financial Analysis, Business Process..., Analysis, Credit, Operational Risk, Strategic Financial..., Credit Cards
Education
Ithaca College
HSBC April 2014 - Present
C. H. Robinson April 2012 - May 2013
Diane Dal Lago, Ltd. November 2008 - January 2009
Skills
Fashion Illustration, Illustrator, Apparel, Photoshop, Fashion, Catalogs, Pattern, Draping, Sewing, Fashion Design, Sketching, Illustration, Styling, Textiles, Maya, Adobe Creative Suite, Mac, Visual Merchandising, Management
Education
International Academy of Design 2005 — 2008
Bachelor of Arts (BA), Fashion Merchandising
Winston-Salem State University 2001 — 2005
Bachelor of Fine Arts (BFA), Studio Art
Blyth Inc. April 2007 - Present
Berger, Lehman Associates, P.C. December 2005 - March 2007
Scarborough & Tweed September 1997 - December 2005
HSBC February 1995 - May 2001
Skills
Account Reconciliation, Intercompany Accounts, General Ledger, Accounting, Sarbanes-Oxley Act, Accounts Receivable, Journal Entries, Accounts Payable, Bank Reconciliation, Financial Statements, Financial Analysis, QuickBooks, Financial Reporting, Analysis, Consolidation, Microsoft Excel, Internal Controls, Financial Accounting, Hyperion Enterprise
Education
The College of Westchester 2004 — 2005
Intensive Accounting Certificate Program, 4.0
Iona College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Invico Capital Corporation November 2014 - Present
Invico Capital Corporation 2013 - November 2014
CIBC World Markets May 2013 - August 2013
Chase 2010 - 2012
HSBC 2009 - 2010
Bank of America 2007 - 2009
UNESCO May 2006 - August 2006
United Nations Environment Programme May 2005 - August 2005
Skills
Credit Risk, Financial Modeling, Credit, Credit Analysis, Finance, Corporate Finance, Financial Analysis, Capital Markets, Valuation, Derivatives, Banking, SAS, Consumer Lending, Analysis, Credit Cards, Portfolio Management, Private Equity, Debt & Equity Financing, Investments
Education
Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Finance, 3.6 GPA
Realty One Group Arizona January 2014 - Present
Superstition Farm November 2007 - November 2013
HSBC January 1995 - November 2006
Skills
Team Leadership, Operations Management, Teaching, Public Speaking, Marketing, Long-term Customer..., Welding, Thought Leadership, Management, Product Design, Sales, Painting, Agriculture, Agribusiness, Sustainable Agriculture, Construction, Public Relations, Ingenuity, Woodworking, Positivity, Social Media, Leadership, Social Media Marketing, Team Building, Negotiation, Real Estate, Budgets, Customer Service, Strategic Planning
Education
Arizona School of Real Estate & Business 2013 — 2013
Real Estate
International Academy of Design and Technology-Tampa
Associate of Arts (AA), Fashion/Apparel Design
BBVA Compass July 2014 - Present
Federal Police - Scientific Division (Mexico) January 2012 - January 2013
HSBC January 2009 - December 2011
Skills
Information Security, Security, Network Security, Information Security..., Linux, Penetration Testing, Vulnerability Assessment, Disaster Recovery, Computer Security, Firewalls, Python, Vulnerability Management, Application Security, TCP/IP, Intrusion Detection, Security Audits, IT Audit, Bash, Computer Forensics, IT Management
Education
Northcentral University 2015 — 2020
Doctor of Philosophy in Business Administration, Computer and Information Systems Security/Information Assurance, Doctorate Ongoing
INACIPE Mexico Department of Distance Education National Institute of Criminal Science 2012 — 2013
Instructor, Computer and Information Systems Security/Information Assurance, Instructor
Instituto Politécnico Nacional 2010 — 2012
Master of Engineering (M.Eng.), Computer and Information Systems Security/Information Assurance, Master
Instituto Politécnico Nacional 2008 — 2009
Computer Forensic Post Graduate Speciality, Forensic Science and Technology
Universidad Tecnológica de México 2004 — 2008
Computer System Engineer, Computer Science, Bachelor
HSBC November 2014 - Present
State Street Bank March 2014 - October 2014
Skills
Banking, Credit, Cross Selling, Financial Analysis, Cash, Stock Market Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Sales, Customer Service, Financial Services, Investments, Equities, Fixed Income, Microsoft Office, Data Analysis, Mutual Funds, Valuation, Finance, Financial Modeling, Management, Time Management, Public Speaking, Bloomberg, Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Springfield Technical Community College 2008 — 2010
Associate in Science, Business Administration
FireFrog Creative 2009 - Present
American Councils for International Education July 2013 - Present
Milliyet August 2012 - Present
Alternatif Anne June 2012 - February 2014
Georgia Institute of Technology January 2008 - August 2009
Florida State University January 2005 - August 2007
HSBC February 2001 - May 2004
Demirbank February 1998 - February 2001
Skills
Web Design, Graphic Design, Dreamweaver, HTML, User Interface Design, Interaction Design, Photoshop, WordPress, Digital Media, User-centered Design, Usability Testing, User Experience Design, Paper Prototyping, Storyboarding, Card Sorting, Illustrator, CSS, PHP, phpMyAdmin, Flash, 3D Modeling, Maya, Microsoft Word, Microsoft Excel, PowerPoint, Access, Product Management, Facebook, Focus Groups, MS Project, Social Media, Blogging, Editing, SEO, Scoring
Education
Georgia Institute of Technology 2007 — 2009
Master's degree, Digital Media, 4.0
Florida State University 2005 — 2008
Master's degree, Interactive & New Communication Technologies
Istanbul University 1993 — 1997
Bachelor's degree, Economics
Banco Santander October 2011 - Present
Unbounded Solutions, Inc. October 2010 - September 2011
Walmart April 2010 - October 2010
Levelmedia CM September 2009 - February 2010
HSBC September 2007 - August 2009
BBVA Bancomer October 2006 - September 2007
Skills
J2EE, UML, JavaScript, .NET, HTML, J2SE, WSS 3.0, XML, SharePoint, Spring, DB2, Web Services, Java, SQL Server, Hibernate, JSP, EJB, C#, Websphere, Servlets, MySQL, ASP.NET, CSS, ADO.NET, Eclipse, Portals, Visual Basic, Databases, Unix, Struts, Microsoft SQL Server, Programming, Architectures, Java Enterprise Edition, Architecture, Spring Framework
Education
Instituto Politécnico Nacional 2002 — 2006
Bachelor's degree, Information Tecnologies, Software Engineer
Nissan Mexicana May 2015 - Present
NR Finance Mexico November 2011 - April 2015
HSBC June 2007 - November 2011
Procter & Gamble June 2006 - April 2007
Skills
Credit Risk, Financial Analysis, Financial Risk, Risk Management, Management
Education
Instituto Tecnológico Autónomo de México 2012 — 2015
Master's Degree, Risk Management
Instituto Tecnológico Autónomo de México 2002 — 2006
Bachelor's Degree, Applied Mathematics, 8.33
Bradley Chevrolet May 2013 - Present
New American Mortgage August 2012 - January 2013
Franklin Township Trustee 2008 - 2012
HSBC March 2001 - July 2008
Bradley Chevrolet July 1994 - March 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java, Management, Sales, Team Building, Social Networking, Access
Education
Ivy Tech Community College 2012 — 2015
Imaging Science
Unique Home Designs July 2008 - Present
ACS June 2006 - July 2008
HSBC May 2001 - June 2006
Skills
EDI, Server 2000-2008, Novell Netware, Linux System..., Database Administration, QAD, Business Process Design, System Integration..., Project Management, AS400 system, Avaya Communication..., Nortel, Exchange 2010/2007/2003, Technical Translation, Technical Documentation, Blackberry Enterprise..., Solution Implementation, Budgets, Business Strategy, Microsoft Office, Troubleshooting, IT Management, Vendor Management, Negotiation, Business Process..., Strategic Planning, Team Building, Customer Service
Education
ITT Technical Institute-Mount Prospect 2001 — 2003
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
HSBC July 2014 - Present
HSBC Bank Canada May 2013 - August 2013
Ivey Business School - Sales and Trading Club September 2012 - April 2013
Agriculture and Agri-Food Canada May 2012 - August 2012
Education
Richard Ivey School of Business 2012 — 2014
HBA
Nanyang Technological University 2013 — 2014
Nanyang Business School, Singapore
The University of Western Ontario 2010 — 2012
Completed two years of Bachelor of Science (BSc) Program, Medical Science
St. Robert Catholic High School 2006 — 2010
International Baccalaureate Program
Culligan Water Winona MN May 2014 - Present
Culligan of Muncie May 2014 - Present
CCI/ Apple April 2012 - May 2014
Ivy Tech May 2010 - May 2013
HSBC July 2004 - August 2009
Kittles Furniture October 1999 - January 2004
Skills
Customer Service, Problem Solver, ECG Tech, Invoicing, Accounting
Education
Ivy Tech Community College 2010 — 2013
Science Degree, Nursing/ ECG/Pharmacy Tech
San Jose State 1995 — 1997
MAXCOM Telecommunications February 2007 - December 2012
HSBC 2006 - 2007
ADsourcing 2005 - 2006
Skills
Human Resources, Leadership
Education
Universidad de las Américas, A.C. 1998 — 2002
Bachelor's degree, Organizational Psychology
Instituto Tecnológico Autónomo de México / ITAM
Diplomado, Dirección de Recursos Humanos
KCG Holdings, Inc. April 2011 - October 2014
Strategies for Wealth August 2010 - May 2014
ING June 2004 - October 2010
Credit Lyonnais Securities July 2000 - June 2004
HSBC July 1998 - July 2000
RBS Greenwich Capital June 1996 - June 1998
PaineWebber Inc. June 1992 - June 1996
Salomon Brothers November 1987 - June 1992
Skills
Credit, Asset Management, Credit Risk, Series 7, Insurance, Due Diligence, Risk, Risk Management, Derivatives, Fixed Income, Financial Analysis, Bloomberg, Credit Analysis, Hedge Funds, Series 63, Term Life Insurance, Whole Life, Asset Managment, Financial Risk, Mutual Funds, Finance, Capital Markets, Portfolio Management
Education
Stony Brook University 1983 — 1987
BS, Economics / Math
Iona College 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration; Financial Management;
Intouch Solutions January 2012 - Present
Rhythm Engineering October 2010 - October 2011
Marketshare Group October 2008 - October 2010
ServiceMagic June 2007 - August 2008
Marketshare Group September 2006 - May 2007
HSBC November 2003 - September 2006
Sprint August 1998 - November 2003
Skills
Leadership, CRM, Project Management, B2B, Management, Sales, Training, Analysis, Lead Generation, Business Analysis, Advertising, Web Analytics, Call Centers, Vendor Management, Selling, Budgets, Negotiation, Analytics, Mobile Devices
Education
Johnson County Community College
Project Management Certificate, Project Management
Iowa State University
Bachelor of Science, Speech Communications
Scotiabank 2013 - Present
ScotiaMcLeod 2012 - Present
National Bank Financial 2012 - 2012
HSBC 2011 - 2012
RBC Dominion Securities 1998 - 2009
Skills
Mutual Funds, Asset Management, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Portfolio Management
Education
Ivey Business School at Western University 1996 — 1998
HBA, Business
d+m thomson
Protiviti 2014 - Present
HSBC 2012 - 2014
HSBC 2011 - 2012
HSBC 2006 - 2011
CitiCapital 2002 - 2006
Skills
Credit Risk, Financial Risk, Portfolio Management, Analytics, Credit, Retail Banking, Auditing, Risk Management, Relationship Management, Banking, Internal Audit
Education
Queen's University 2004 — 2005
MBA, Strategy Implementation
ITAM
Bachelor of Business Administration (BBA), International Business
McGraw Hill Financial April 2014 - Present
HSBC 2013 - April 2014
Allianz Asset Management AG August 2006 - July 2012
Interactive Brokers November 1999 - June 2006
Timber Hill 1999 - June 2006
Education
Iowa State University - College of Business 1997 — 1999
Master of Business Administration (MBA)
Ethiraj College, University of Madras 1991 — 1994
Bachelor of Commerce (BCom)
Desire2Learn October 2013 - Present
LeanIntuit 2011 - Present
It's Understood Communication January 2010 - Present
WSIB July 2012 - October 2013
Sunlife Financial April 2008 - November 2009
Butterfield Fulcrum October 2006 - January 2008
HSBC October 2002 - November 2005
Paragon Bermuda Ltd. July 2000 - October 2002
IBM Bermuda February 1996 - July 2000
TD Bank Group January 1994 - February 1996
Skills
Agile Methodologies, Change Management, Coaching, Agile Project Management, Scrum, Business Analysis, Strategy, Business Process, Program Management, Cross-functional Team..., Kanban, Software Development, Retrospectives, EQi, Training & Development, Employee Training, LSP
Education
Results Coaching Systems 2010 — 2010
Certificate of Coaching Skills
Ivey Business School at Western University 1983 — 1985
MBA
McGill University 1974 — 1977
BA
United World College of the Atlantic 1972 — 1974
IB
QHS
HSBC October 2013 - Present
Heatherdown LLC May 2012 - Present
Heights 75 Owners Corp. June 2011 - Present
TravelClick April 2011 - February 2012
Barclays Capital April 2007 - March 2011
Christopher Street Owners Corp May 2007 - May 2009
Dresdner Kleinwort June 2006 - March 2007
Dun & Bradstreet February 2003 - May 2006
Lehman Brothers August 1998 - June 2002
BNP Paribas October 1992 - May 1996
Skills
Strategic Planning &..., M&A Deal Sourcing and..., Investment Analysis and..., Valuation, LBO Analysis, Due Diligence, Contract Negotiation, Integration Planning, Corporate Finance, Financial Planning,..., New Business Development, Project Management, P&L Management, Recruiting, Training &...
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance & International Business
Institute of Chartered Accountants in England and Wales 1992 — 1992
University of Sussex 1987 — 1991
BA Hons, Economics, French
European School of Brussels 1 1985 — 1987
European Baccalaureat, English and Italian Language and Literature, Mathematics, Economics
Liceo Scientifico Ettore Majorana 1983 — 1985
Istituto "Maria Adelaide" 1980 — 1983
Heatherdown Preparatory School 1979 — 1980
Barrow Hill Junior School 1975 — 1979
HSBC December 2014 - Present
HSBC December 2013 - December 2014
HSBC October 2011 - November 2013
HSBC April 2010 - October 2011
HSBC May 2009 - April 2010
HSBC November 2008 - April 2009
HSBC June 2007 - October 2008
Proplanner.net June 2007 - August 2007
HSBC June 2006 - August 2006
Skills
Risk Management, Financial Risk, Strategy, Portfolio Management, Analytics, Forecasting, Management Consulting, SAS, Basel II, Data Analysis, Segmentation, Analysis, Financial Services, Statistical Modeling, Credit, Predictive Modeling
Education
Global Association of Risk Professionals
FRM, Certified Financial Risk Manager
Iowa State University - College of Business
MBA, Business Administration
Iowa State University
MS, Industrial Engineering
Maharashtra Institute of Technology 1995 — 1999
Bachelor of Engineering, Mechanical Engineering
FTI Consulting June 2015 - Present
Celerity Consulting Group July 2014 - June 2015
Celerity Consulting Group February 2011 - August 2012
Yahoo! April 2009 - August 2009
Maxim Integrated Products October 2008 - March 2009
HSBC December 2005 - October 2007
Skills
Financial Modeling, Corporate Finance, Risk Management, Strategy, Financial Analysis, Business Analysis, Analytics, Analysis, Data Analysis, Finance, Valuation, Accounting, Econometrics, Environmental Economics, Project Planning, Project Evaluation, Business Strategy, Financial Services, Policy Process, Microsoft Excel, Project Management, Economics
Education
Vanderbilt University 2012 — 2014
Master's Degree, Economics
University of California, Irvine 2003 — 2005
Bachelor's Degree, Economics
Queen Mary, U. of London 2004 — 2005
n/a, Study Abroad program - Economics
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2003
Finance / Economics
Citi April 2011 - August 2013
CDK Group LLC September 2008 - March 2011
HSBC September 2006 - March 2008
Goldman Sachs 1980 - 2005
Skills
Risk Management, Private Equity, Microsoft Excel, Project Management, Business Analysis, Investment Banking, Team Building, Change Management, Budgets
Education
Iona College 1974 — 1978
Splunk May 2012 - Present
MITRE October 2011 - May 2012
Harvard University August 2007 - October 2011
HSBC Private Bank 2000 - 2007
HSBC 2000 - 2007
ClientLogic 1998 - 2000
Skills
Security, Virtualization, Firewalls, TCP/IP, VPN, Cisco Technologies, DNS, VMware, Data Center, ITIL, Unix, Linux, Active Directory, System Administration, Network Security, Perl, Windows, Troubleshooting, Splunk, Networking
Education
Ithaca College
State University of New York College at Buffalo
Bachelor of Applied Science (BASc), Physics
Tricon Capital Group Inc. November 2013 - Present
Tricon Capital Group Inc. December 2003 - November 2013
HSBC August 2000 - December 2003
Education
Ivey Business School at Western University 2006 — 2007
MBA
Queen's University 1996 — 2000
Bachelor of Commerce
GE Healthcare October 2014 - Present
GE Healthcare and Carefusion January 2013 - October 2014
GE Healthcare April 2011 - January 2013
GE Healthcare February 2009 - April 2012
GE Healthcare May 2006 - January 2009
GE Plastics February 2003 - May 2006
GE Healthcare September 1999 - January 2003
BNP Paribas September 1996 - August 1999
HSBC July 1994 - September 1996
Skills
Financial Analysis, Six Sigma, Strategic Planning, Business Strategy, Financial Audits, Hyperion Enterprise, Investment Banking, Bilingual, Market Analysis, Deal Execution, Commercial Banking, Risk Management, Medical Devices, Forecasting, Leadership, Cross-functional Team..., Process Improvement, Structured Finance, Corporate Finance, Financial Modeling, Management, Finance, Strategy, Team Building, Hyperion, Project Finance
Education
IPADE Business School 1992 — 1994
MBA, Management
Instituto Tecnológico Autónomo de México 1985 — 1990
CPA, Accounting and Finance
CUM 1982 — 1985
Diploma, High School
Jubilant HollisterStier Contract Manufacturing & Services January 2015 - Present
Jubilant Life Sciences August 2010 - January 2015
HSBC India August 2009 - August 2010
HSBC August 2009 - August 2010
Jubilant Organosys Ltd February 2008 - August 2009
GE Money September 2007 - January 2008
American Express 2003 - 2007
PricewaterhouseCoopers 1998 - 2003
A F Ferguson & Co 1991 - 1994
Skills
Management, Strategic Financial..., MIS, Business Development, Corporate Finance, Strategy, Analytics, Internal Audit, Relationship Management, Team Management, Financial Analysis, Financial Modeling, Analysis, Vendor Management, Banking, Business Planning, Leadership, Due Diligence, Forecasting, Operations Management, Business Strategy, Mergers & Acquisitions, BPO, Financial Planning, Business Process..., Finance, Business Analysis
Education
ICAI 1991 — 1994
CA
Institute of Cost and Work Accountants of India 1991 — 1994
Cost Accountant
Institute of Cost and Works Accountants of India - ICWAI 1991 — 1994
D T E A 1987 — 1988
commerce, commerce
Franklin First Financial March 2007 - Present
Franklin First Financial, Ltd. 2007 - 2015
Franklin First Financial, Ltd. 2007 - 2015
Clearlight Mortgage April 1998 - March 2007
HSBC January 1996 - January 1998
Nomura January 1992 - January 1996
Education
Iona College 1985 — 1989
B.B.A, Finance
Iona College
HSBC January 2014 - Present
HSBC Securities June 2011 - December 2013
Legg Mason November 2007 - June 2011
Merrill Lynch November 2005 - October 2007
Merrill Lynch January 2005 - November 2005
Merrill Lynch October 2004 - January 2005
Apple Metro October 2002 - October 2004
Skills
Fixed Income, Account Reconciliation, Banking, Financial Risk, Investment Banking, Settlement, Cash Management, Equities, Securities, Financial Services, Derivatives, Payments, Trading, Bloomberg, Capital Markets, Hedge Funds
Education
Iona College 1998 — 2001
BA, Marketing, Minor in Psychology
State University of New York College at Cortland 1997 — 1998
HSBC June 2014 - Present
Barclays Investment Bank January 2014 - May 2014
Barclays Capital November 2011 - December 2013
UBS October 2011 - November 2011
KPMG May 2011 - September 2011
KPMG September 2010 - May 2011
KPMG September 2007 - August 2010
Skills
IFRS, Auditing, Internal Audit, Internal Controls, External Audit, Financial Reporting, Financial Analysis, Financial Accounting, Financial Audits, Sarbanes-Oxley Act, Accounting, Assurance, US GAAP, Financial Modeling, Corporate Finance, Big 4, Consolidation, Enterprise Risk..., Due Diligence, GAAP, Risk Management
Education
Institute of Chartered Accountants in England and Wales 2007 — 2010
ACA
The University of Western Australia 2002 — 2006
Bachelor of Commerce, Accounting and Finance
The University of Western Australia 2002 — 2006
Bachelor of Computer Science, Information Systems
St.Xavier's Institution 1990 — 2000
CDW August 2015 - Present
CDW June 2014 - August 2015
HSBC April 2007 - May 2014
HSBC March 2003 - March 2007
JPMorgan Chase July 2000 - March 2003
PricewaterhouseCoopers September 1996 - July 2000
Skills
Financial Reporting, Internal Controls, Auditing, Corporate Finance, Financial Accounting, Accounting, Consolidation, IFRS, Process Improvement, Change Management, Financial Services, Banking, Account Reconciliation, Forecasting, Financial Statements, Budgets, Sarbanes-Oxley, Accounts Receivable, US GAAP, People Management, Reporting Systems, General Ledger, Annual Reports, Leadership, Team Leadership, Team Building, Financial Analysis, Sarbanes-Oxley Act
Education
Institute of Chartered Accountants in England and Wales 1996 — 1999
ACA, Chartered Accountant
University of Nottingham 1993 — 1996
BA, Law and Politics
Range High School 1986 — 1993
HSBC April 2013 - Present
AIG July 2011 - April 2013
Federal Reserve Bank June 2008 - July 2011
PwC 1999 - 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
Finance
Consumers Energy January 2014 - Present
HCL Technologies November 2009 - September 2013
Patni Computer Systems Ltd (currently known as iGATE PATNI) April 2007 - February 2009
iNautix Technologies March 2005 - March 2007
iFlex Solutions Ltd (currently known as Oracle Financial Services Software Ltd) September 2004 - February 2005
iNautix Technologies July 2001 - August 2004
Polaris Software Lab 1998 - 2001
HSBC May 1994 - April 1996
Skills
Test Management, Team Management, Software Project..., Business Intelligence, SDLC, Test Planning, Requirements Analysis, Testing, Business Analysis, Quality Center, Requirements Gathering, Regression Testing, Test Strategy, QTP, Selenium, JIRA, Jama Contour, Microsoft Office, Cost Accounting, Management Accounting, Financial Accounting, Corporate Finance, LoadRunner, MS VSTS 2010, User Acceptance Testing, Manual Testing, System Testing, Test Automation, Test Cases, Waterfall, Software Quality..., Performance Testing, System Integration..., PMP, Agile Testing, Defect Tracking, Quality Assurance, Business Requirements
Education
IBS Chennai 1996 — 1998
PGDBA (Eqivalent to MBA), Finance and IT
Institute of Cost and Works Accountants of India - ICWAI 1991 — 1997
Grad CWA, Cost and Management Accounting
Madras University 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Shrine Vailankanni Senior Secondary School 1981 — 1989
Astoria Federal Savings October 2013 - Present
Capital One Bank October 2010 - January 2013
Sterling National Bank April 2009 - October 2010
HSBC June 1998 - March 2009
Citi 1996 - 1997
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Consumer Lending, Mortgage Lending, Retail Banking, Financial Risk, Portfolio Management, Financial Services, Credit Analysis, Relationship Management, Series 7, Small Business Lending, Management, Wealth Management, Credit Risk, Insurance, Lines Of Credit, Cross Selling, Cross-functional Team..., Cash Management, Series 63, Loan Origination, Mortgage Banking, Leadership, Underwriting, Credit Cards, Commercial Mortgages, Asset Based Lending, Treasury Management, Branch Management, Risk Management, Private Banking, Finance, Investments, Mutual Funds, Branch Banking, Residential Mortgages, Deposits, Merchant Services, Series 6, Securities, AML, Refinance, Middle Market, Financial Institutions, Strategic Financial..., Capital Markets
Education
Iona College
Community Bank, N.A. September 2013 - Present
Ulster Savings Bank May 2010 - July 2012
Citizens Bank 2009 - May 2010
HSBC April 2004 - April 2009
Household International May 2002 - April 2004
Skills
Loans, Mortgage Lending, Consumer Lending, Credit, Sales, Leadership, Management, Training, Coaching, Banking, Small Business Lending, Asset Based Lending, Construction Loans, Credit Cards, Commercial Mortgages, Lines Of Credit, Retail Banking, Branch Management, Mortgage Banking, Loan Origination, Credit Analysis, Financial Services, Commercial Banking
Education
Ithaca College 1980 — 1984
Bachelor of Science, Management
Citi October 2013 - Present
RBS Citizens Group August 2012 - October 2013
HSBC August 2011 - July 2012
HSBC March 2009 - February 2010
HSBC January 2007 - March 2009
China Agricultural University September 2000 - July 2003
Skills
Portfolio Management, SAS, Risk Analytics, Credit Risk, Financial Risk, Credit Cards, Risk Management, Basel II, Credit, Analytics, Predictive Modeling, Financial Modeling, Financial Services, Statistical Modeling, Data Mining, Banking, Strategy, Financial Analysis, Analysis, Finance, Business Analysis
Education
China Agricultural University
PHD, Economics and Management
Iowa State University
Master, Statistics
HSBC August 2006 - Present
CNO Financial Group October 1998 - September 2005
Washington National Insurance Company June 1978 - June 1998
Skills
SDLC, SAS, Requirements Gathering, Business Analysis, Mainframe, Requirements Analysis, Risk Management, Software Documentation, COBOL, Systems Analysis, Data Warehousing, Business Intelligence, Business Requirements
Education
University of Iowa 1976 — 1978
BBA, Marketing & Mgmt Science
Iowa Central Community College 1974 — 1976
Associate of Arts (AA), Computer Science
Amicorp March 2011 - Present
The Houghtailing Group January 2014 - Present
Amicorp Group January 2010 - March 2011
HSBC September 2007 - December 2009
Deutsche Bank February 2005 - September 2007
Creel, García-Cuéllar, Aiza y Enríquez, S.C. November 2002 - January 2005
Arochi, Marroquin & Lindner, S.C. September 2000 - November 2001
Private Overland Expedition in Western Africa August 1998 - January 1999
Skills
Client Relations, Key Account Management, Business Development, Structuring, Trust Services, High Net Worth..., Multi-generational..., International Business, International Sales, Strategic Negotiations, Wealth Accumulation, Wealth Preservation..., Corporate Law, Estate Planning, Strategic Visionary, Trust Management, Private Foundations, Customer Service, Family Business, Family Office, International Tax, Corporate Governance, Financial Structuring, Financial Services, Private Equity, Strategy, Mergers & Acquisitions, Management, Banking, Investments, Due Diligence, Negotiation
Education
Thunderbird School of Global Management 2006 — 2008
GMBA, Master in Business Administration
Mexican Legal Bar 2004 — 2005
Graduate Course on Commercial Agreements and Transactions
Instituto Tecnológico Autónomo de México 1998 — 2003
Law Degree (J.D. equivalent), Law
University of Georgetown / Université Libre de Bruxelles 2002 — 2002
Graduate Course on the Legal Regime of the European Community
Society of Trust and Estate Practitioners
Tecnológico de Monterrey
Hsbc July 2004 - Present
Education
Instituto Tecnológico de Santo Domingo 1998 — 2000
Master of Marketing
Instituto Tecnologico de Santo Domingo (INTEC) 1993 — 1997
Business Management
HSBC Private Bank June 2013 - Present
HSBC May 2010 - June 2013
Bank of Tokyo-Mitsubishi November 2009 - May 2010
Fidelity Investments June 2006 - November 2009
Skills
Risk Management, Private Banking, High Net Worth..., Internal Controls, Financial Regulation, Banking, Financial Services, Enterprise Risk..., Compliance, Portfolio Management, Trust Management, Trust Services, Operational Risk..., Internal Audit, Fiduciary Management, Security Operations, Securities Regulation, Information Security, Operational Risk, Auditing, Fiduciary Services, Capital Markets, Fixed Income, Credit Risk, Sarbanes-Oxley Act
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
HSBC Bank USA November 2014 - Present
HSBC July 2011 - November 2014
GMAC Commercial Finance May 2003 - April 2011
Fleet Capital Corp 1996 - 2003
Chrysler Capital 1985 - 1996
Skills
Asset Based Lending, Credit, Loans, Structured Finance, Factoring, Portfolio Management, Credit Analysis, Credit Risk, Financial Analysis, Financial Structuring, Financial Modeling, Commercial Lending, Financial Risk, Valuation, Commercial Banking, Leveraged Finance, Capital Markets, Banking, Corporate Finance, Investment Banking
Education
Iona College
Finance
KKR July 2013 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
HSBC June 2009 - August 2009
Education
Ivey Business School at Western University 2007 — 2011
HBA, Business Administration
HSBC January 2014 - Present
Citibank May 2012 - October 2014
Citibank November 2009 - December 2012
Citibank June 2007 - November 2009
Skills
Banking, Retail Banking, Credit, Loans, Credit Cards, Series 63, Consumer Lending, Relationship Management, Cross Selling, Small Business Lending, Wealth Management, Series 6, Mortgage Lending, Cash Management, Financial Risk, Customer Experience, Microsoft Excel, CRM, Branch Management, Customer Service, Management, Commercial Banking, Credit Analysis, Portfolio Management
Education
Iona College 2003 — 2007
Bachelors, Finance
Ernst & Young January 2014 - Present
HSBC April 2013 - December 2013
PNC July 2009 - April 2013
Tata Consultancy Services May 2006 - April 2013
Calyon Bank July 2008 - June 2009
ABN AMRO Bank June 2006 - June 2008
HDFC Ltd May 2005 - June 2005
J.P. Soni & Associates July 2003 - June 2004
Gammon India Ltd August 2002 - June 2003
Skills
Business Analysis, Risk Management, CRM, Banking, Requirements Gathering, Analysis, Basel II, Basel III, Program Management, SDLC, Requirements Analysis, Enterprise Architecture, Gap Analysis, Software Documentation, Financial Risk, Business Process, Business Requirements, Software Project..., Consulting, Management, Stakeholder Management, Business Process..., Business Intelligence, Operational Risk, PMO, Data Warehousing, Governance
Education
Institute Of Technology And Management 2004 — 2006
MBA, Finance and Systems
Maulana Azad National Institute of Technology 1998 — 2002
Bachelor of Engineering
St. Mary's convent School
ClassicVacationRental.com 2000 - Present
Carina Ayriss 1991 - 2000
HSBC June 1977 - September 1991
Skills
Tourism, Leisure, Leisure Travel, Public Relations, Hospitality, Event Management, Vacation, Entrepreneurship, French, Luxury, Hotels, Resorts, Online Marketing, Marketing Strategy, Event Planning, Online Advertising, Italian, Wine, Destination Marketing, Social Media, Customer Service, villas in Italy, Villas in Tuscany, Villas, Luxury villa rentals..., Florence Apartments, Italy holiday..., Italy villa experiences, Villa rentals, Apartment rentals in..., Rome apartments, Villas in Chianti, Piedmont wine..., Italy expert, Family reunions in Italy, Weddings in Tuscany, Italy bespoke itinerary..., Florence destination..., Venice - waterfront..., Photography, Editing, Food, Destination Weddings, Bespoke itineraries, Villas villas villas, Customer satisfaction, Small Business Online..., Travel planning, Italy trip planning, Paris
Education
The University of Western Ontario - Richard Ivey School of Business 1974 — 1976
MBA, Marketing and Finance
The University of British Columbia 1971 — 1974
Bachelor of Arts (BA) - Honours, Economics and french
Institut Montesano, Gstaad, Switzerland 1970 — 1971
Oxford Cambridge A levels, Diplome de l'universite de Nancy, French Language and Literature, English literature, History, post graduate
HSBC managerHSBC Bank USA, Inc.1993 - Present
Education
University of North Carolina at Greensboro 1979 — 1982
na, Experimental psychology
Iowa State University 1975 — 1978
BA, Psychology
Hawkeye Institute of Technology 1973 — 1975
AA, Electronics Engineering
HSBC October 2014 - Present
Capital One December 2012 - October 2014
Iowa State University August 2008 - December 2012
Mathematical Modeling in Industry workshop XVI (IMA) June 2012 - July 2012
The 28th annual workshop on Mathematical Problems in Industry (MPI) June 2012 - June 2012
Skills
Stochastic Modeling, SAS, MBS, Optimization, Partial Differential..., Monte Carlo Simulation, Statistical Modeling, Quantitative Analysis, Credit Risk, Risk Management, Risk Analysis, SQL, Predictive Modeling, Data Mining
Education
Iowa State University 2008 — 2015
Doctor of Philosophy (Ph.D.), Applied Mathematics with Minor in Statistics
Shandong University 2004 — 2008
B.S, Applied Mathematics/Operations Research
Turkish Airlines February 2010 - Present
SAP Canada 2008 - 2009
HSBC April 2000 - January 2002
Skills
Marketing Strategy, Product Marketing, Social Media Marketing, CRM, USP, Budget Forecasts, Customer Experience, Long Term Business..., Customer Satisfaction, Customer Service, SEO, Online Advertising, Digital Marketing, Online Marketing, Marketing Communications, Market Research, Marketing, Marketing Management, Advertising, Market Planning, Digital Strategy, Mobile Marketing, Media Buying, Social Media Integration, Budgets, Sponsorship, Google Analytics, Brand Development, Strategy
Education
Ryerson University 2007 — 2008
Post Certificate, Marketing Management
Seneca College of Applied Arts and Technology 2004 — 2005
Post, International Business Management
Istanbul University 1997 — 2001
Bachelors, Economics
HSBC March 2013 - March 2015
Citibank June 2011 - December 2012
Clutch Group (Navigant) August 2010 - January 2011
Education
Iona College 1976 — 1979
MBA, Financial Management
Barclays Bank June 2012 - June 2015
MD Sass September 2010 - January 2012
HSBC March 2007 - September 2010
LAZARD FRERES ASSET MANAGEMENT November 2004 - March 2007
FINANCIAL TIMES INTERACTIVE DATA July 2002 - November 2004
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Equities, Securities, Portfolio Management, Valuation, Swaps, Investments, Bonds, Options, Mutual Funds, Back Office, Risk Management
Education
Iona College 1997 — 2002
Bachelor of Business Administration, Major International Business and Minor Spanish
Kingsway Real Estate Brokerage, Inc. March 2012 - Present
Remax Professionals inc. August 2008 - March 2012
HSBC May 2002 - November 2004
Skills
Buyer Representation, First Time Home Buyers, Listings, Home Sellers, Real Estate Investment, Market Evaluations, Renting Mississauga..., Selling Homes, Relocation, Condos, Negotiation, Investment Properties, Real Estate Transactions, Management, Sales, Luxury, Real Estate, New Home Sales, Sellers, Referrals, Marketing, Investors, Single Family Homes
Education
Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
McMaster University 1994 — 1998
Bachelor of Arts & Science
HSBC August 2015 - Present
Interbrand June 2014 - August 2015
Rosetta April 2013 - May 2014
Siegel+Gale October 2011 - April 2013
Siegel & Gale November 2010 - November 2011
Communivation Consulting June 2010 - November 2010
American Camp Association - NY March 2010 - March 2010
Paleontological Research Institution September 2009 - December 2009
Roberts Communications Inc May 2009 - August 2009
Ithaca College Radio September 2006 - December 2007
Education
Ithaca College
Bachelor of Science, Communication Management and Design
Capital One April 2012 - Present
HSBC February 2006 - March 2012
HSBC February 2006 - March 2012
Skills
Proofreading, Translation, Copy Editing, Web Content, Content Management, Editing, Corporate Communications, Internal Communications
Education
Instituto Tecnológico Autónomo de México
Bachelor of economics, Economics
Instituto Tecnológico Autónomo de México / ITAM
Bachelor of Economic
HSBC February 2013 - Present
TD Bank October 2009 - February 2013
Capital One September 2008 - October 2009
CIT August 2004 - February 2008
Skills
Asset Based Lending, Commercial Lending, Sales Management
Education
Iona College 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Cavalry Portfolio Services August 2013 - Present
CVS/Pharmacy May 2012 - February 2013
JP Morgan Chase August 2008 - September 2011
Bank of America October 2005 - June 2008
HSBC March 2005 - October 2005
Bank of America- Formerly Fleet Bank October 2004 - March 2005
Fleet Bank May 2001 - October 2004
Fleet Bank October 2000 - May 2001
First Union October 1999 - October 2000
Citibank November 1997 - October 1999
Skills
Cross Selling, Investment Products, Banking, Portfolio Management, Credit, Retail Banking, Insurance, Customer Relations, Customer Service, Series 63, Mortgage, Series 6, Excel, Mortgage Lending, Small Business, Microsoft Office, FINRA, New Business Development, Wealth Management, Investments, Microsoft Excel, Cash Management, Commercial Banking, Sales, Leadership, Financial Services, Commercial Lending, Loans, Management, Risk Management, Business Development, CRM, Finance, Relationship Management, Strategy, Asset Management, Credit Analysis, Human Resources, Analysis, Customer Satisfaction, Executive Management, Branch Banking, Financial Analysis, Strategic Financial..., Mutual Funds, Credit Cards, Underwriting, Customer Experience, Consumer Lending, Customer Retention
Education
Iona College 1982 — 1990
MBA, Marketing
Pace University - Lubin School of Business 1975 — 1979
BBA, Marketing
SAS April 2015 - Present
SAS January 2014 - June 2015
SAS August 2009 - January 2014
HSBC September 2006 - September 2008
Skills
Business Intelligence, Business Analytics, SAS, Data Warehousing, ETL, Data Mining, Data Integration, Analytics, OLAP, Business Analysis, SQL, Data Quality, Software Project...
Education
Instituto Tecnológico Autónomo de México 2011 — 2011
Diplomado, Mimeria de datos
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2007 — 2010
Master's degree, MAF
Universidad Nacional Autónoma de México 2003 — 2006
Actuario, Actuarial Science
HSBC July 2008 - Present
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Credit Analysis, Residential Mortgages, Loan Origination, Refinance, FHA, Investments, Portfolio Management, Commercial Banking, Retail Banking, Financial Analysis, Credit Risk, Finance, Commercial Lending, Consumer Lending, VA loans
Education
Iona College 2001 — 2005
Bachelor of Business Administration (B.B.A.)
HSBC October 2013 - Present
Education
Ivey Business School at Western University
HBA
Catholic Health System July 2013 - Present
HSBC April 2008 - July 2013
M&T Securities July 2001 - April 2008
Blue Cross and Blue Shield of Western New York 1998 - 2001
Skills
Chartered Financial..., FINRA Series 7 & 27..., Finance Chair, Board of..., New York State Society...
Education
State University of New York at Buffalo
Master of Arts (MA), Economics
Ithaca College
Bachelor of Arts (BA), Business/Managerial Economics
HSBC March 2011 - Present
Kobo Inc. July 2010 - February 2011
KBC Bank Ireland April 2008 - June 2010
Motor Distributors Ltd June 2005 - January 2007
Skills
Project Management, Financial Analysis, Financial Reporting, Business Process..., Budgets, Manage Client..., Forecasting, Account Reconciliation, Business Process Mapping, Business Process Design, Business Analysis, Business Process...
Education
Institute of Technology, Sligo 2000 — 2005
Bachelor of Business Administration (BBA), Accounting and Business/Management, Merit 1
Institute of Technology, Sligo
Diploma in Accounting & Fiance
CIMA - Chartered Institute of Management Accounting
Accounting and Finance
HSBC February 2013 - Present
RBS Global Banking & Markets May 2011 - April 2012
RBS Global Banking & Markets September 2010 - May 2011
Deloitte September 2004 - August 2010
Skills
Equity Research, Financial Modeling, Credit, Investments
Education
Institute of Chartered Accountants in England and Wales 2004 — 2007
ACA
The University of Sheffield 2000 — 2003
BA, Economics
Verifone October 2014 - Present
ProVest LLC February 2014 - October 2014
JCIII & Associates November 2012 - February 2014
Clayton Holdings January 2012 - November 2012
HSBC April 2011 - January 2012
Bank of America August 2008 - August 2011
Citi August 2010 - April 2011
Skills
Credit, Accounting, Internal Audit, Auditing, Loans, Portfolio Management, Analysis, Financial Risk, AML, Credit Risk, Ability to analyze..., Reliability and..., Maturity and honesty, Continue to uphold..., comprehensive knowledge..., Microsoft Excel, Research, Banking, Risk Management, Business Analysis, Microsoft Office, Problem Solving, Asset Management, Analytics, Data Analysis, Data Entry, Mortgage Banking, Mortgage Underwriting, Anti Money Laundering, Fraud Claims, Corporate Fraud..., Fraud Detection, Electronic Engineering, Computer Hardware, Compliance, comp, Computer Science, Computer Proficiency, Computer Repair, Computer Network..., Help Desk Support, Customer Service, Customer Support, Customer Retention, Fraud, Finance, Financial Analysis, Microsoft Word, Mortgage Lending
Education
Hillsborough Community College 2010 — 2015
Bachelor of Arts (B.A.), Network and System Administration/Administrator
ITT Technical Institute-Tampa 1997 — 1999
Associate Science Engineering, Electronic Engineering
Sun Life Financial May 2015 - Present
The Ben Graham Centre for Value Investing April 2015 - Present
Ivey Business School September 2014 - April 2015
Jianghai Securities June 2014 - August 2014
HSBC July 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Quantitative Analytics, Photoshop, Teamwork, Research, Matlab, Microsoft Word, Actuarial Science, Quantitative Finance, Event Planning
Education
The University of Western Ontario - Richard Ivey School of Business 2013 — 2016
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2011 — 2016
Bachelor of Science (BS), Financial Modelling, Actuarial Science
Smokers Video July 2008 - November 2012
Pizza Hut June 2007 - July 2008
HSBC July 2005 - December 2007
Office Max August 2005 - July 2006
Winn Dixie January 1999 - January 2000
Skills
Windows 7, Windows Vista, Windows XP Pro, Microsoft Office, Windows Server, Linux Desktop, Computer Hardware, Computer Science, Network Administration
Education
ITT Technical Institute-Jacksonville 2010 — 2015
Commonwealth of Virginia
Diploma, General Education
ITT Technical Institute
Associates of Science Degree, Computer Networking Systems
HSBC 2014 - Present
Engineer Services Network 2013 - 2014
Our Lady of the Lake University 2011 - 2013
Career Education Corporation 2009 - 2012
The University of Texas at San Antonio 2005 - 2009
Skills
Management, Information Security, Networking, Computer Security, Research, Leadership, Leadership Development, Network Security, Security Operations, FFIEC, Nessus, Microsoft Servers, Windows 7, Network Administration, Security, System Administration, Disaster Recovery, Information Technology, Active Directory, Troubleshooting, Windows
Education
ITT Technical Institute-San Antonio 2000 — 2001
Associate of Arts (AA), Computer Science
ITT Technical Institute-San Antonio 1999 — 2001
Associate of Arts (A.A.), Information Technology
Capital One Manager Project ManagementCapital OneMay 2012 - Present
HSBC May 2009 - May 2012
HSBC May 2007 - May 2009
HSBC January 2006 - May 2007
HSBC March 2002 - January 2006
Education
Iowa State University - College of Business
Bachelor's degree, Finance, General
Ithaca College August 2013 - Present
Lama Law Firm, LLP August 2013 - December 2013
Heidell Pittoni Murphy & Bach LLP May 2013 - July 2013
HSBC May 2011 - August 2011
Skills
Westlaw, Legal Research, Public Speaking, Legal Writing, Student Development, Research, SPSS, Tutoring, Teaching, Facebook, Editing, Statistics, Student Leadership, PowerPoint, Community Outreach, Academic Advising, Event Planning, Lexis, Higher Education, Budgets
Education
Ithaca College 2010 — 2014
Bachelor of Science (B.S.), Applied Psychology
Sterling National Bank July 2015 - Present
First Niagara Bank May 2012 - December 2014
HSBC July 2007 - May 2012
HSBC June 2000 - July 2007
Republic National Bank January 1998 - June 2000
Skills
Banking, Sales, Retail Banking, Relationship Management, Commercial Banking, Portfolio Management, Commercial Lending, Cross Selling, New Business Development, Life Insurance, Retirement Planning, Coaching Staff, Account Management, Mutual Funds, Financial Services, Series 7, Financial Advisory, Wealth Management..., Wealth, Investments, Wealth Management
Education
Fordham Preparatory 1980 — 1984
High School
Iona College
Business, Management, Marketing, and Related Support Services
Worldwide processing group April 2013 - Present
HSBC November 2004 - October 2006
Invitrogen June 2001 - May 2004
Skills
Bilingual Communications, Team Leadership, Public Speaking, Public Relations, Logistics Management, Interpersonal Skills, Interpersonal..., Research, Data Entry, Management, Project Management, Property Management, Building Materials, Customer Satisfaction, Customer Service, Sales
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1996 — 1998
Communication and Media Studies