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
Muscular Dystrophy Association Area DirectorMuscular Dystrophy AssociationSeptember 2012 - Present
Muscular Dystrophy Association December 2011 - September 2012
Muscular Dystrophy Association March 2010 - December 2011
HSBC May 2006 - March 2009
Education
Lambuth University 2002 — 2006
B.B,A, Marketing
HSBC May 2013 - Present
HSBC May 2012 - Present
HSBC August 2010 - May 2012
HSBC June 2009 - August 2010
HSBC August 2003 - January 2005
Household International January 1995 - April 1998
Early Work - Household International January 1987 - January 1995
Skills
Customer Retention, Change Management, Performance Management, Recruiting, Employee Relations, Talent Acquisition, Training, Six Sigma, Internal Communications, PeopleSoft, Project Management, Integration, Business Planning, Risk Management, Budgets, Employment Law, Financial Services, HR Policies, Mergers, Payroll, PMO, Project Planning, Relationship Management, Stakeholder Management, Succession Planning, Talent Management, Vendor Management, HR Transformation, Strategy, Finance, Business Process..., Outsourcing, Culture Change, Onboarding, Team Leadership, Operations Management, Incentive Programs, Resource Management, Performance Appraisal, Strategic Planning, Management Development, Information Technology, Consulting, Applicant Tracking..., Business Development, MIS, HR Consulting, Business Strategy, Business Transformation, Sourcing
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA, Business Administration
Roosevelt University 1988 — 1996
BS, Business Administration and Human Resources
Radiant Communications July 2015 - Present
Radiant Communications September 2010 - June 2015
Atos Orgin, Vancouver 2010 Olympics Project March 2009 - April 2010
HSBC April 1998 - February 2009
SHL System House February 1995 - April 1998
Skills
Disaster Recovery, Servers, Data Center, Telecommunications, Project Management, Networking, Network Administration, System Deployment, Windows Server, System Architecture, IT Management, DNS, IT Operations, Windows, Information Security, Network Security, VoIP, Network Design, Security, WAN, ITIL, Cloud Computing, VMware, Integration, Virtualization, IT Strategy, IT Service Management, Enterprise Architecture, TCP/IP, Active Directory, Troubleshooting, Firewalls, Network Architecture, VPN, Operating Systems, SharePoint, Service Delivery, Cisco Technologies, Vendor Management, System Administration, Business Continuity, Software Development, PCI DSS, IT Risk Management, IT Project Leadership, Six Sigma, Strategic Planning, Staff Management, Operating Budgets, Change Management
Education
Langara College 1986 — 1989
Sir Charles Tupper 1981 — 1986
Designations
VCC Langara College
Pandora June 2015 - Present
HSBC April 2012 - June 2014
HSBC April 2010 - March 2012
Skills
Financial Modeling, Portfolio Management, Equities, Corporate Finance, Microsoft Office, Mergers & Acquisitions, Databases, Morningstar, Equity Research, Financial Analysis, Equity Valuation, DCF, Data Analysis, Due Diligence, Valuation, Capital Markets, Bloomberg, Finance, Investments, Securities, Financial Statements, Risk Management, Analysis, Microsoft Access, Market Analysis, Macro Analysis, Market Assessment, MS Access
Education
Simon Business School 2014 — 2016
Master of Business Administration (MBA), Finance
CFA Insitute 2012 — 2012
CFA - Level I
Lancaster University 2008 — 2009
MSc. Finance
St. Xavier's College 2005 — 2008
Bachelor of Business Administration (Honours), Finance
Don Bosco School Park Circus
Deloitte October 2014 - August 2015
Cisco Systems June 2013 - August 2013
Kimberly-Clark March 2013 - May 2013
Tekcellent Pvt. Ltd. May 2010 - July 2012
HSBC October 2009 - April 2010
HSBC July 2008 - April 2010
HSBC July 2007 - January 2008
Skills
Economics, Data Analysis, Business Strategy, Strategic Planning, Marketing Strategy, Market Research, Business Planning, Valuation, Research, Project Management, Analysis, Business Development, Management Consulting, Product Development, Management, Marketing, Leadership, Cross-functional Team..., Strategy, Due Diligence, Financial Modeling, Competitive Analysis, Financial Analysis, Business Analysis, Consulting, Finance, Mergers & Acquisitions, Program Management, Analytics, Entrepreneurship, Business Transformation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Finance
Lahore University of Management Sciences 2003 — 2007
BSc, Economics
KGS 2001 — 2003
Sykes May 2013 - Present
Gap Inc./Banana Republic November 2011 - May 2013
Walgreens May 2011 - November 2011
Walgreens March 2008 - November 2011
Walgreens April 2005 - March 2008
HSBC March 2004 - April 2005
Skills
Microsoft Office, Microsoft Excel, Concur, AS400 system, Recruiting, Accounts Payable, Accounts Receivable, Payroll, Operations Management, Administrative..., PowerPoint, Workforce Management, Inventory Control, Loss Prevention, Retail Category..., Inventory Management, Retail, Sales, Store Management, Visual Merchandising
Education
University of Oregon 2000 — 2002
Bachelor of Arts (BA), Psychology with Business Minor
Lane Community College 1997 — 2000
Associate of Arts (A.A.), General
Claire Chao Photography May 2011 - Present
HSBC September 2007 - January 2009
HSBC September 1995 - April 2007
Skills
WSET® Certified, Photography, Digital Photography, Commercial Photography, Commercial Product..., Architectural..., Fine Art Photography, Digital Printing, Photoshop, Digital Image Processing, Arts, Art, Sales, Image Editing, Mac, Lightroom
Education
University of California, Davis 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Langara College 2011 — 2014
Certificate Photography Program, Continuing Studies, Photography
National Taiwan University 1987 — 1991
Bachelor of Arts (B.A.), Library and Information Science
HSBC June 2015 - Present
HSBC May 2014 - August 2014
Deloitte Canada May 2013 - September 2013
Patricia Sayer Photography January 2006 - May 2012
Aboriginal Affairs and Northern Development Canada May 2011 - August 2011
Education
Sauder School of Business 2012 — 2015
Bachelor of Commerce (B.Com.), Accounting and Sustainability, Expected Graduation - November 2015
Langara College 2010 — 2012
Ch'nook Business Diploma, Business Administration and Management, General
JPMorgan Chase July 2014 - Present
UC Berkeley January 2014 - May 2014
Morgan Stanley July 2013 - August 2013
University of Oxford July 2012 - August 2012
HSBC July 2010 - August 2010
Skills
Stata, Data Analysis, SPSS, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Qualitative Research, Public Speaking, Chinese, Matlab, Python, Mandarin, R, Japanese Language..., Research
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
Lake Forest College 2008 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Magna Cum Laude
University of Oxford 2012 — 2012
Visiting Student, Statistics, First Class Honors
早稲田大学 / Waseda University 2011 — 2012
Visiting Student, Japanese Language and Literature
Xerox October 2008 - Present
HSBC October 2003 - October 2007
Skills
Change Management, Training, Team Leadership, Team Management, Project Management, Software Documentation, Vendor Management, Call Centers, CRM, Management
Education
Lakeland College 1998 — 2000
Bachelor of Arts (B.A.)
UW-Sheboygan Center 1996 — 1998
Eastern Zone Swimming September 2014 - Present
Syracuse Chargers Swim Team April 2009 - Present
Niagara Swimming August 2014 - Present
Le Moyne College September 2012 - April 2015
Niagara Swimming LSC September 2010 - August 2014
HSBC April 2006 - April 2009
New England Financial July 2004 - April 2006
Skills
Swimming, Business Development, Business Planning, Coaching, Management, Fundraising, Public Speaking, Event Planning, Program Management, Marketing Communications, Team Leadership, Event Management, Leadership Development, Athletics, Volunteer Management, Leadership, Social Networking, Organizational..., Teaching, Strategic Planning, Team Building, Microsoft Excel, Training, Sports Marketing, Sports, Higher Education, Strategy, Entrepreneurship, Public Relations, Marketing, Research, Social Media, Time Management, Editing, Nonprofits, PowerPoint, Staff Development, Sales, Data Analysis, Microsoft Word, Community Outreach, Marketing Strategy, Recruiting, Social Media Marketing, Budgets, Customer Service, Sports Management, Program Development, Microsoft Office, New Business Development
Education
Le Moyne College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Fairfield College Preparatory School 1996 — 2000
Sage December 2013 - Present
Best Buy Canada 2009 - December 2013
HSBC 2005 - 2009
The Jim Pattison Group 2003 - 2005
ActiveState 2000 - 2002
Skills
User Interface Design, Usability, iPhone, Web Design, Mobile Design, Visual Design, Digital Photography, User Experience Design, Web Interface Design, User Research, Presentations, Team Building, Team Leadership, Highly motivated..., E-commerce, HTML, CSS, Requirements Gathering, Photoshop, User-centered Design, Mobile Interface Design, Web Application Design, iOS Design, Android, Self-driven, Interaction Design, Wireframes, Information Architecture, HTML 5, CSS3, CSS Javascript, Graphic Design, User Experience, Rapid Prototyping, Competitive Analysis, Heuristic Evaluation, User Profiling, Conceptual Modeling, Adobe Creative Suite, Illustrator, InDesign, Dreamweaver, Visio, Visual Studio, User Experience Testing, User Interaction, GUI, Visual Arts, Drawing, Digital Illustration
Education
The University of British Columbia
Bachelor's degree, Economics
Emily Carr University of Art and Design
Design and Visual Communications, General
Langara College
Photography
SAP March 2015 - Present
The Coca-Cola Company April 2014 - March 2015
Self employed January 2010 - May 2014
Apple Canada January 2011 - 2014
HSBC May 2013 - August 2013
Skills
iWork, iLife, Mac OS X, iPod, iPhoto, Mac, Keynote, iPhone, iOS, Mac OS X Server, Customer Service, Mac OS, Microsoft Office, Computer Hardware, iPad, Retail, Sales, Social Media, Teamwork, OS X, Leadership, Time Management, Social Media Marketing, Photoshop, Analysis, Social Networking, Microsoft Word, Research
Education
University of British Columbia, Sauder School of Business 2012 — 2014
Bachelor of Commerce, Finance
The University of British Columbia / UBC
In pursuit of a Bachelor's of Commerce, Banking, Corporate, Finance, and Securities Law
Langara College 2010 — 2011
Associate's degree, Corporate Finance; Marketing; FinancialAccounting
Seeking New Position April 2013 - August 2013
HSBC April 2009 - March 2013
HSBC March 2007 - April 2009
HSBC July 2004 - March 2007
HSBC December 2000 - July 2004
Skills
Financial Analysis, Process Improvement, Analytics, Finance, Analysis, Essbase, Financial Modeling, Business Analysis, Budgets, Management, Risk Management, Leadership, Accounting, Internal Controls, Data Analysis, Business Strategy
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA, MBA
Northern Illinois University 1983 — 1987
BS, Finance
HSBC January 2014 - Present
Bank of America July 2004 - August 2013
TIAA-CREF March 2001 - March 2004
AXA Equitable February 2000 - February 2001
Skills
Commercial Insurance, Loan Servicing, Mortgage Banking, Life Insurance, Loans, Analysis, Insurance, Management, Microsoft Excel, Accounting, Underwriting, Financial Risk
Education
Laguardia Community College
Port Authority of NY & NJ JFK Airport September 2011 - January 2014
HSBC Bank – Securitas Inc. July 2010 - June 2011
HSBC June 2010 - June 2011
Skills
NYS SECURITY GUARD..., AMERICAN RED CROSS..., DHS ADVANCE SECURITY..., Training, Risk Assessment, Customer Retention, Risk Management, Corporate Security, Recruiting, Screening, Emergency Management, Security, Protection, Private Investigations, Red Cross, Insurance, Management, Security Operations, Physical Security, Investigation, Human Resources, Background Checks, Access Control
Education
University of Phoenix 1997 — 2002
Master's degree, Criminal Justice/Safety Studies
Laguardia Community College 1989 — 1992
Associate of Arts (AA), Accounting and Business/Management
Verizon February 2003 - Present
HSBC November 2001 - December 2002
Davox Corporation April 2000 - November 2001
IBM May 1998 - April 2000
Skills
Unix, Agile Methodologies, Java Enterprise Edition, XML, Web Services, Software Development, Java, SQL, Linux, C#, Oracle, Microsoft SQL Server, Telecommunications, SOA, Spring, JQuery, HTML5, CSS3
Education
The University of Dallas 2008 — 2010
Master of Business Administration (M.B.A.), Computer and Information Systems Security/Information Assurance
Lakehead University 1997 — 2000
Bachelor's Degree, Computer Science
Lakehead University 1997 — 2000
Bachelor's Degree, Mathematics
HSBC May 2015 - Present
Environmental Alliance, Inc. July 2004 - Present
DUPONT CHEMICAL SOLUTIONS ENTERPRISE May 2003 - August 2003
Skills
Environmental Compliance, Phase I, Remediation, Groundwater, Groundwater Remediation, Environmental Science, Environmental Consulting, Soil, Water Quality, Environmental Awareness, Environmental..., Groundwater Modeling, Hazardous Waste..., Hydrogeology, Wetlands, Sampling, Soil Sampling, Environmental Impact..., RCRA, Environmental Services, Mitigation, Bioremediation, CERCLA, Waste Management, Field Work, Environmental..., Environmental..., HAZWOPER, Water Resources, ArcGIS, CWA, Environmental Chemistry, GIS, Water Supply, Asbestos, Groundwater..., Phase II Environmental..., Geology, Vapor Intrusion, Air Quality, NEPA, Hydrology, Environmental Auditing, Environmental Permitting, Water, Environmental Monitoring, Contaminated Land, Phase 1, Sustainability, Environmental Policy
Education
Widener University School of Law 2009 — 2013
Doctor of Law (JD), Environmental Law
Widener University School of Law 2009 — 2013
J.D, Environmental Law
Lebanon Valley College 2000 — 2004
BS, Environmental Science
HSBC January 2013 - Present
HSBC May 2010 - Present
Skills
DB2, Unix Shell Scripting, Business Intelligence, Data Warehousing, Datastage, SQL, Requirements Gathering, Unix, Databases, Microsoft SQL Server, Requirements Analysis, SDLC, ETL, Software Project..., PL/SQL, Data Modeling, Enterprise Architecture, Solution Architecture, Shell Scripting
Education
Lake Forest Graduate School of Management 2011 — 2013
MBA
Bansal Institute of Science and Technology 2000 — 2004
Electronics and Instrumentation
GVM 1998 — 2000
High School
venBio June 2014 - Present
SAE Consulting Solutions LLC September 2013 - June 2014
HSBC April 2011 - June 2012
HSBC Securities Services, HSBC Bank USA May 2008 - April 2011
HSBC Securities Services, HSBC Bank USA June 2006 - May 2008
Global Fund Services (San Francisco) Limited - Bank of Bermuda December 2003 - June 2006
Bank of Bermuda (New York) Limited June 2001 - December 2003
Sanford C. Bernstein May 1993 - May 2001
Skills
Portfolio Management, Series 7, Hedge Funds, Risk Management, Investments, Alternative Investments, Fixed Income
Education
Lafayette College 1988 — 1992
BA, Economics & Finance
HSBC July 2013 - Present
Siemens May 2011 - July 2013
Crown Relocations March 2010 - June 2011
Ernst & Young 1999 - June 2009
MCI October 1996 - 1999
Skills
Expatriate Management, Policy Review, Relocation, Human Resources, International Tax, HR Consulting, Employee Benefits, Global Mobility, Employee Relations, Payroll, Training, Policy, HR Policies, Management, PeopleSoft, Benefits Administration, HRIS, New Hire Orientations, Vendor Management, Recruiting, HR Transformation, CRM, Onboarding
Education
Laguardia Community College
AS, Business Administration
Pace University
Psychology
M&T Bank September 2010 - Present
HSBC 2002 - 2010
Education
Le Moyne College 1986 — 1990
Bachelor's Degree, Accounting
Mercedes Benz Research and Development North America January 2012 - Present
Magna E-Car Systems May 2010 - June 2012
Aviya Technologies 2009 - April 2010
dSPACE Inc January 2008 - April 2009
HSBC 2002 - 2003
Skills
Vector CANalyzer, Embedded Software, C, Microcontrollers, HEV, Python, Labview, Automotive, Powertrain, Electronics, Control Systems Design, Automation, Data Acquisition, Automotive Electronics, Electric Vehicles, Matlab, Simulink
Education
Lawrence Technological University 2007 — 2008
M.S, Electrical and Computer Engineering
University of Guelph 2005 — 2007
M.S, Electrical Engineering
University of Pune 1998 — 2002
B.S, Electronics and Telecommunication
Kraft Foods Group June 2012 - Present
Royal Bank of Scotland March 2010 - August 2012
HSBC March 2006 - March 2010
HSBC October 2005 - March 2006
Skills
Derivatives, Treasury Management, Banking, Cash Management, Treasury, Finance, Accounting, Fixed Income, Payments, Financial Modeling, Capital Markets, Corporate Finance, Financial Analysis
Education
Lake Forest Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Global Finance
Northern Illinois University - College of Business 2000 — 2005
Management
Direct Energy January 2015 - Present
Centrica April 2013 - December 2014
Centrica September 2011 - November 2013
Centrica Energy August 2012 - March 2013
Centrica Energy December 2011 - August 2012
British Gas September 2011 - November 2011
EE November 2010 - May 2011
Innovative Development Strategies May 2009 - September 2010
AkzoNobel June 2008 - August 2008
HSBC August 2007 - September 2007
Skills
Change Management, Economics, Business Strategy, Alternative Investments, Risk Management, Data Analysis, People Skills, Organisation..., Project Management, Program Management, Human Resources, Human Resource..., Human Resource Planning, Strategy, Analysis, Project Planning, Policy, Team Management, Recruiting, Training, Management, Leadership, SAP, HR Policies, Employee Relations, Organizational..., Performance Management, Business Development, Personnel Management
Education
University of St. Andrews 2010 — 2011
Masters (M.Litt), Management
Lahore University of Management Sciences 2005 — 2009
BSc Honors, Economics
Discover Financial Services September 2014 - Present
Capital One May 2012 - September 2014
HSBC June 2003 - April 2012
Skills
Business Transformation, Change Management, Project Portfolio..., Program Management, PMP, Risk Management, Project Management, Credit Cards, Software Project..., Relationship Management, Financial Services, Business Process..., Resource Management, PMO, Project Delivery, Clarity, Business Requirements, Cross-functional Team..., Requirements Analysis, Management, Banking, Business Intelligence, Business Process, Governance, Visio, IT Management, Portfolio Management, MS Project, SharePoint
Education
Lake Forest Graduate School of Management 2009 — 2013
Leadership MBA, Organizational Behavior
DeVry Education Group September 2015 - Present
DeVry Education Group July 2013 - August 2015
DeVry Education Group May 2010 - July 2013
HSBC March 2006 - May 2010
Naperville School District 203 January 2004 - March 2006
Landis Plastics May 2003 - October 2003
Atlas Container Corporation 2002 - 2003
Solo Cup Company (Sweetheart Cup) 1993 - 2001
Skills
Strategic Planning, Coaching, Program Management, Leadership, Data Analysis, Change Management, Risk Management, Process Improvement, Quality Assurance, Higher Education, Nursing Education, Leadership Development, Teamwork, Product Development, Staff Development, Customer Service
Education
Roosevelt University 2005 — 2010
MA
Lake Forest Graduate School of Management 1987 — 1989
MS
Benchmark Mortgage April 2009 - Present
HSBC April 2007 - April 2009
Skills
Mortgage Banking, Mortgage Lending, Credit, Loans, Investments, USDA, Sales Management, Sales, Finance, FHA, Refinance, VA loans, Loan Origination, FHA financing, Residential Mortgages, Government Loans, Credit Analysis
Education
Lander University 2000 — 2005
B.S, Exercise Science
Monaeo May 2014 - Present
Monaeo January 2014 - April 2014
HSBC January 2012 - September 2012
Maspeth Federal Savings May 2004 - June 2006
Skills
Banking, Access, Time Management, Microsoft Excel, Customer Experience, Call Centers, Risk Management, Human Resources, Atlassian JIRA
Education
Queens College 2014 — 2016
Bachelor's Degree, Accounting and Information Systems
LaGuardia Community College 2012 — 2014
Associate's Degree, Business Administration
Sovereign Bank 2010 - 2011
HSBC December 2000 - March 2009
Skills
Credit, Customer Service, Banking, Loans, Customer Relations, Retail Banking, Branch Banking, Customer Retention, Retail, Consumer Lending, Selling, Cross Selling, Relationship Management, Sales, Branch Management, Credit Cards, Coaching, Trade Finance, Core Banking, Mortgage Banking, Deposits, Lines Of Credit, KYC
Education
Laguardia Community College 1995 — 1997
Associate's degree, Business Administration and Management, General
HSBC February 2015 - Present
TransLink July 2011 - February 2015
HSBC August 2010 - July 2011
HSBC July 2007 - August 2010
HSBC Bank Canada May 2004 - June 2007
Skills
Business Analysis, Software Project..., Team Leadership, Process Engineering, Systems Analysis, Business Process..., Requirements Analysis, Process Improvement, Project Management, Management, Change Management, SDLC, CRM, Product Management, Quality Assurance, Leadership, Training, Project Portfolio..., MS Project, Agile Methodologies, Testing, Risk Management, PMO, Integration, Data Analysis, Business Intelligence, Vendor Management, Project Delivery, Enterprise Software, Program Management, Analysis, Stakeholder Management, Scrum, Resource Management, Agile Project Management, Business Transformation, Enterprise Architecture, ITIL, IT Management, Software Development, SharePoint, Project Planning, IT Strategy, Cross-functional Team..., Business Requirements, ERP, Visio, Governance, Software Documentation, Team Management
Education
Global Knowledge Canada 2013 — 2013
ITIL Foundations Certification Program
VMEdu Inc.
Six Sigma Green Belt (SSGB) Certification Program
BCIT - School of Business
Organizational Leadership
ScrumAlliance
Certified Scrum Master (CSM) Certification Program
McMaster University 2007 — 2009
Advanced Business Analysis Certification Program, Business Analysis
Langara College 2007 — 2007
Advanced Project Management Certification Program, Project Management
The University of British Columbia 2000 — 2005
B.Comm, Management Information Systems (Co-op)
Oracle June 2015 - Present
Oracle - Agile Product Lifecycle Managment August 2013 - May 2015
Dougherty and Company LLC April 2010 - May 2013
Thrivent Financial - Stonebridge Group November 2008 - March 2010
A1 Leisure Ltd. (dissolved) January 2007 - July 2008
HSBC March 2003 - December 2006
Skills
Series 7, Series 66, Financial Planning, Strategic Financial..., Uniform Combined State..., Series 63, Sales, Business Networking, New Business Development, Marketing, Mutual Funds, Finance, Investments, Portfolio Management, Management, Competitive Analysis, Financial Analysis, Start-ups, Leadership, Business Development, Relationship Management, Asset Management, B2B, CRM, Financial Services, SaaS, Cloud Computing, Enterprise Software, Account Management
Education
Lancaster University 2002 — 2003
Pursued Graduate Level Work, Applied Research & Consultancy
St. Olaf College 1998 — 2002
BA, Communications & Media Studies
Minneapolis South High School 1995 — 1998
HSBC June 2004 - Present
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Real Estate, Valuation, Financial Modeling, Due Diligence, Microsoft Excel, Market Analysis, Capital Markets, Real Estate Economics, Structured Finance, Banking, Finance, Fixed Income, Loans, Analysis, Negotiation, Equities, Bloomberg, Business Strategy, Corporate Finance, Risk Management, Financial Structuring, Real Estate Lending, Business Planning, Commercial Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA), Executive MBA
Lafayette College 2000 — 2004
B.A., Economics and Business
Come FLI With ME June 2012 - Present
Startup Institute June 2014 - August 2014
UnitedHealthcare November 2011 - June 2014
Xerox January 2010 - November 2011
JPMorgan Chase July 2009 - December 2009
HSBC April 2007 - August 2008
Skills
SEO, Social Media Marketing, Google Analytics, Google Adwords, Brand Development, Inbound Marketing, HTML, Marketing Strategy, Email Marketing, HubSpot, MailChimp, Social Networking, Online Advertising, Digital Media, Event Planning, Research, Web Content Management, Lead Generation, Entrepreneurship, Customer Service, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, SEM, Facebook
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2005 — 2007
Architecture
Lawrence Technological University 2002 — 2004
Architecture
Flint Northern High School 1996 — 2000
High School Diploma
Startup Institute
Mercer February 2015 - Present
Mercer December 2012 - Present
Mercer January 2011 - December 2012
Aon Hewitt February 2009 - January 2011
CA Technologies April 2008 - February 2009
CA Technologies March 2007 - April 2008
Industrial Development Company (INDEVCO) July 2005 - February 2007
Lebanese Central Bank August 2003 - September 2003
ABN AMRO Bank N.V. August 2002 - September 2002
HSBC June 2002 - August 2002
Skills
Performance Management, Leadership Development, Organizational..., Employee Engagement, Talent Assessment, Competency Mapping, HR Policies, Career Management, Total Rewards, Compensation, HR Project Management, HR Consulting, Succession Planning, Change Management, Competency Assessment, Competency Management, Assessment Center, Talent Management, Deferred Compensation, Human Resources
Education
McGill University 2015 — 2016
Graduate Diploma in Human Resources Management, Human Resources Development
Lebanese American University 2005 — 2007
MBA, Business Administartion
Lebanese American University 2000 — 2004
BS, Finance
Notre Dame de Jamhour 1985 — 2000
French Baccalaureat, Economics and Social Studies
The Wercs, Ltd. January 2012 - Present
HSBC June 2009 - April 2011
Skills
Project Management, Microsoft Office, Account Management, Business Development, Strategic Planning, Sales, Process Improvement, Business Analysis
Education
Lafayette College 2003 — 2007
Bachelor of Arts, Mathematics/Economics
Concentra Financial September 2015 - Present
First Calgary Financial April 2011 - August 2015
HSBC November 2008 - April 2011
HSBC May 2002 - November 2008
HSBC November 2000 - April 2002
BDC 1999 - October 2000
BDC 1997 - 1999
BDC 1996 - 1997
BDC 1994 - 1996
Skills
Mortgage Lending, Consumer Lending, Real Estate, Financial Analysis, Banking, Credit, Loans, Investments, Negotiation, Commercial Banking, Risk Management, Portfolio Management, Residential Mortgages, Credit Analysis, Credit Risk, Finance, Underwriting
Education
Laurentian University/Université Laurentienne 1985 — 1990
Bachelor of Commerce, Sports Administration
Nanaimo District Senior Secondary 1982 — 1984
Johnson Controls December 2011 - January 2014
HSBC March 2006 - November 2011
HSBC March 2002 - March 2006
HSBC March 1997 - March 2002
Skills
SDLC, Software Project..., Visio, Project Management, Business Analysis, PMO, Release Management, Leadership, Analysis, Management, Project Planning, Software Development, User Acceptance Testing, Business Requirements, Process Improvement, Requirements Analysis, Vendor Management, Resource Management
Education
Lakeland College 1990 — 1993
Bachelor of Arts, Computer Science
Laurier Antiques Ltd. January 2013 - Present
TD Securities 2012 - 2012
HSBC June 2011 - August 2011
Haitong Securities, Asset Management Division May 2011 - June 2011
LANGARA VOLUNTEER CLUB September 2009 - August 2010
LANGARA STUDENT UNION May 2009 - May 2010
Education
Columbia University in the City of New York 2014 — 2015
Master of Management Science & Engineering
The University of British Columbia 2010 — 2012
Bachelor of Commerce, Finance and Entrepreneurship
Langara College 2008 — 2010
Commerce Transfer Program, Finance
University of Melbourne 2007 — 2008
Bachelor, Laws and Commerce
ACL May 2015 - Present
HSBC September 2013 - September 2014
Sage February 2012 - October 2012
SAP Business Objects 2002 - 2011
Skills
Business Intelligence, Order Management, Enterprise Software, SaaS, CRM, Lead Generation, Pre-sales, Salesforce.com, Cloud Computing, Business Analysis, Sales Process, Solution Selling, ERP, Account Management, Professional Services, Analytics
Education
Langara College 1999 — 2001
Diploma of Sales & Marketing
HSBC Securities April 2005 - October 2008
HSBC 2005 - 2008
Prudential Securities September 1984 - June 2004
Skills
Fixed Income, Securities, Trading
Education
LaGuardia Community College 2009 — 2010
Healthcare
HSBC November 2008 - Present
HSBC May 2006 - November 2008
HSBC September 2004 - May 2006
HSBC June 2003 - September 2004
HSBC January 2002 - June 2003
HSBC November 1997 - January 2002
Service Merchandise January 1994 - November 1997
Sterling Jewelers January 1991 - January 1994
Skills
Employee Relations, WebEx, Talent Management, Employee Engagement, Call Center, Retail, Investigations, Performance Management, Succession Planning, Compliance, HR Strategy, Leadership Development, PeopleSoft, Team Building, Personnel Management, Training, HRIS, Microsoft Excel 2010, PowerPoint 2010, Private Investigations, PowerPoint, Recruiting, Leadership, Banking, Management, Call Centers, Microsoft Excel, Human Resources, Organizational...
Education
Lamar University 1986 — 1989
BAFT June 2014 - Present
IPSA International January 2011 - Present
Citi Group 2011 - 2011
Standard Chartered Bank March 2008 - August 2009
IDB Bank January 2008 - March 2008
HSBC July 2007 - December 2007
Deutsche Bank 2006 - 2007
Real Estate Broker & Mortgage Broker January 2003 - March 2006
Pequot Capital August 2000 - September 2002
Pequot Capital Management, Inc July 2000 - September 2002
Skills
AML, KYC, USA PATRIOT Act, Banking, Risk, Risk Management, Fraud, Compliance, Bank Secrecy Act, Sanctions, BSA, OFAC, Sanction, Financial Risk, Risk Assessment, Due Diligence, Securities, Operational Risk, SWIFT payments, Hedge Funds, Private Investigations, Investigation, Anti Money Laundering, Asset Managment, Financial Institutions, Operational Risk..., Capital Markets, Financial Services, Enterprise Risk..., Trade Finance, Retail Banking, Equities, Back Office, Commercial Banking, Private Banking, Corporate Governance, Transaction Processing, Analysis, Investment Banking, Trading, Finance, Fixed Income, CAMS, Investments, Internal Audit
Education
NYU - Poly (Former Polytechnic) 1998 — 2001
MS, Telecommunications\Network Management
Hunter College of the City University of New York 1990 — 1993
Bachelor's degree, Computer Science
Laguardia Community College 1987 — 1990
Associate's degree, Computer Programming
HSBC May 2014 - Present
Westpac January 2013 - December 2013
Westpac January 2010 - January 2013
The University of Sydney October 2008 - December 2009
University of Queensland March 2005 - October 2008
The University of Reading October 2004 - March 2005
International Space University 2001 - 2001
Skills
Modeling, SAS, R, Quantitative Finance, Statistics, Research, Programming, Risk Management, Risk Analysis, Fortran, Physics, Credit Risk, Stress Testing, Perl, Linux, Data Mining, Time Series Analysis, Quantitative Analytics, Market Risk, Project Management, Operational Risk, Databases, Microsoft Office, Unix, Red Hat Linux, Financial Modeling, Financial Regulation, Banking, LaTeX, Financial Risk, CCAR, DFAST, Capital Planning
Education
The University of Reading 2001 — 2005
Ph.D., Geophysics
Lancaster University 1999 — 2001
Master, Philosophy
Lancaster University 1995 — 1999
M.Phys., Physics, First class with Honours
Deloitte September 2013 - Present
University of Notre Dame June 2013 - September 2013
SINTOKOGIO, LTD.d June 2012 - July 2012
HSBC April 2009 - July 2011
HSBC September 2008 - April 2009
Skills
Consumer Lending, Commercial Banking, Risk Management, Risk Analysis, Financial Risk, Analysis, Management, Analytics, Process Improvement, Competitive Analysis, Business Strategy, Financial Analysis, Financial Modeling, Strategy
Education
University of Notre Dame 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Cum Laude
Lahore University of Management Sciences 2004 — 2008
Bachelor of Science (BSc), Economics
Saint Patrick's High School, Karachi 2002 — 2004
A' Levels
Bank of Tokyo-Mitsubishi September 2004 - Present
HSBC 1999 - 2003
JP Morgan 1975 - 1998
Skills
Investment Banking, Capital Markets, Corporate Finance, Credit Analysis, Fixed Income, Structured Finance, High Yield, Credit, Financial Modeling, Derivatives, Equities, Banking, Leveraged Finance, Hedge Funds, Credit Risk, Commercial Banking, Valuation, Loans, Bonds, Structured Products, Investments, Relationship Management, Financial Markets, Portfolio Management, Asset Management, Financial Institutions, Finance, Bloomberg, Syndications, Financial Risk, Credit Derivatives, Treasury Management, Financial Structuring, FX Options, Private Equity, Equity Research, Emerging Markets
Education
Lafayette College 1971 — 1975
BA, History and Economics
M&T Bank January 2011 - Present
zonta 2011 - 2013
M&T Bank May 2005 - January 2011
HSBC June 2000 - May 2005
Skills
Risk Management, Leadership, Notary Public, Small Business, Banking, Business Development, Coaching, Training, Customer Service, Performance Management, Sales, Financial Analysis, Commercial Lending, Loans, Credit
Education
Le Moyne College 1996 — 2000
BS, Business Admin, Finance, OPM
Joy Global November 2011 - Present
Wildwood Presbyterian Church August 2009 - July 2012
P&H Mining Equipment December 2010 - October 2011
HSBC April 2009 - December 2010
HSBC North America October 2008 - April 2009
HSBC Card & Retail Services April 2007 - October 2008
Motorola Inc. March 2006 - October 2006
Motorola Inc. August 2004 - March 2006
Motorola Inc. March 2000 - August 2004
Motorola Inc. April 1999 - March 2000
Skills
Change Management, Performance Management, Management, Leadership Development, Cross-functional Team..., Training, Business Development, Vendor Management, Organizational..., Team Building, Operations Management, Succession Planning, Business Planning, Integration, Budgets, Talent Management, Project Management, Team Leadership, Coaching, Strategy, Forecasting, Strategic Planning, E-Learning, Sales, Onboarding, Analysis, Organizational..., Instructional Design, Workshop Facilitation, Program Management, Training Delivery, Leadership, Employee Engagement, Team Management
Education
Lake Forest Graduate School of Management 1999 — 2004
M.B.A., International Business
University of Illinois at Urbana-Champaign 1988 — 2002
B.A., English
Trustmark Companies February 2015 - Present
Go Health September 2014 - December 2014
Efinancial August 2013 - August 2014
Stericycle January 2013 - August 2013
American Medical Association June 2012 - January 2013
ADP Employer Services - Major Accounts September 2008 - February 2012
ADP February 2008 - September 2008
ADP October 2006 - February 2008
Bank of America 2005 - 2006
HSBC 2000 - 2005
Skills
Selling, Sales Operations, Lead Generation, Training, Business Development, Sales Management, Sales, Account Management, Salesforce.com, Human Resources, Marketing, Forecasting, Customer Service, PowerPoint, Access, Excel, Siebel, Clarify, Word, Microsoft Outlook, Telemarketing, Customer Relations, Negotiation, Consultative Selling, Payroll, Budgeting, Business Strategy, Webinars, Virtual Demos, Fundraisers, Leadership, Management
Education
Lake Forest Graduate School of Management 2002 — 2005
MBA, International Business
National-Louis University
Bachelor of Science, Management
Capital One May 2012 - Present
HSBC January 2010 - April 2012
HSBC August 2005 - December 2009
HSBC September 2003 - July 2005
HSBC November 2001 - August 2003
HSBC October 2000 - October 2001
Skills
Customer Service, Process Improvement, Banking, Business Analysis, Credit, Program Management, Coaching, Leadership, Relationship Management, Public Speaking, Social Media, Microsoft Excel, Creative Solutions, Management, Spanish-speaking, Training & Development, Microsoft Office, Strategy, Digital Media, Project Management, Presenter, Change Management, Teamwork, Team Motivation, Business Communications, Collaborative Problem..., Data Analysis, Branding, Credit Analysis, Employee Engagement, Overcome Obstacles
Education
University of Oregon 1998 — 2000
Bachelor of Arts, Spanish, Business Administration
Lane Community College 1996 — 1997
Associate's degree, General
Portland State University 1995 — 1996
Studied Spanish and Business Administration
GE Capital September 2014 - Present
GE Capital January 2012 - September 2014
HSBC September 2009 - May 2011
HSBC 2005 - 2009
HSBC January 2003 - December 2005
HSBC 2001 - 2003
HSBC January 1997 - January 2001
HSBC January 1988 - January 1997
CENTURY 21® January 1985 - January 1992
H&R Block January 1985 - January 1991
Skills
Lotus Notes, Excel, PowerPoint, TM1, WordPerfect, Graphs, Lotus 123, Hyperion, Essbase, Accounting, Budgeting, PeopleSoft, General Ledger, SAS, Access, Financial Analysis, Financial Reporting, Forecasting, Variance Analysis, Data Analysis, Word, Business Analysis, Analytics, Executive Management, Process Improvement, Banking, Compliance, Insurance, Crystal Reports, ABS, Microsoft Excel, Budgets, Hyperion Enterprise, Account Reconciliation, Financial Risk, Auditing, Portfolio Management, Mergers & Acquisitions
Education
Lake Forest Graduate School of Management 2006 — 2010
Management, Finance and Financial Management Services
Northeastern Illinois University 1982 — 1988
BA, Finance & Accounting
iDashboards April 2014 - Present
Complete Data Products April 2005 - April 2014
Flagstar Bank 1999 - 2005
HSBC 1996 - 1999
Skills
Visio, SDLC, Requirements Analysis, Troubleshooting, Microsoft SQL Server, windows server 2003,..., Web Development, Networking, System Administration, Technical Writing, Microsoft Office, Software Development..., Bug Tracking, Windows 7, Windows 8, Windows XP Pro, Social Media, Android, Training, Operating Systems, Software Documentation, Computer Hardware, Hardware Installation, Technical Support, FTP, Filezilla, Bugzilla, Servers, Firewalls, SQL, HTML, PHP, IIS, Cloud Computing, Teamwork, Systems Analysis
Education
Wayne State University 1996 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
Lawrence Technological University 1993 — 1996
Mechanical Engineering
North Farmington High School 1989 — 1993
Gabriel Partners, LLC November 2014 - Present
M&T Bank December 2013 - 2014
Hodgson Russ LLP May 2012 - December 2013
Tucker Ellis LLP 2010 - 2011
KPMG US 2007 - 2009
BBP Partners, LLC 2004 - 2007
HSBC 2001 - 2004
Skills
Banking, Commercial Litigation, Finance, Legal Writing, Litigation, Anti Money Laundering, Fraud, Fraud Investigations, Bank Secrecy Act, USA PATRIOT Act, OFAC
Education
State University of New York at Buffalo - Law School 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
Le Moyne College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, Summa Cum Laude
Argo Group International Holdings, Ltd. September 2013 - Present
Torus Insurance 2010 - 2013
Victor O. Schinnerer & Company, Inc. March 2010 - May 2010
HSBC February 2008 - March 2010
Skills
Property & Casualty..., Commercial Insurance, Insurance Brokerage, Underwriting, Renewable Energy, Oil & Gas Industry, Contractors, Licensed Property &..., Risk Management, Umbrella Insurance, Inland Marine, General Insurance
Education
Saint John's University
New York Insurance School (NY Business Development Center)
Insurance
Laguardia Community College
Business Administration and Management, General
Rasmussen College January 2012 - Present
Remington College June 2010 - November 2011
HSBC May 2005 - August 2009
Education
Langston University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
National Hockey League December 2013 - Present
Xipec Consulting Incorporated January 2004 - Present
Morgan Stanley Wealth Management August 2012 - November 2013
National Hockey League April 2008 - August 2011
HSBC September 2006 - December 2007
Instinet February 2004 - February 2006
McKinsey & Co. February 2003 - February 2004
Instinet August 2000 - February 2003
Carrier Transicold January 1999 - August 2000
Carrier Transicold January 1997 - January 1999
Skills
ExtJS, Lotus Domino, Web Applications, Lotus Notes, Integration, XML, Business Analysis, Hibernate, JavaScript, Java, Ext JS, Java Enterprise Edition, Software Documentation, MySQL, SDLC, HTML, Oracle, JSON, SASS, Compass, JSP, JDBC, DHTML, AJAX, Software Development, CSS, REST, Agile Methodologies
Education
Syracuse University - Center for Business Information Technology 1999 — 2000
Le Moyne College 1994 — 1997
BA, Biology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
AAS, Automotive Technology
State University of New York College of Agriculture and Technology at Morrisville 1990 — 1992
AAS, Journalism
MUFG in the Americas - Bank of Tokyo-Misubishi UFJ (BTMU) August 2015 - Present
RBC March 2011 - May 2011
HSBC Securities - Network and Company August 2010 - March 2011
Barclays Capital - Staffmark May 2010 - August 2010
Fortis Bank - TTI of USA January 2009 - May 2010
BPD Bank February 2007 - October 2008
HSBC June 2006 - January 2007
HSH Nordbank May 2005 - August 2005
WestLB - Portigon AG September 1992 - December 2004
Fiduciary Trust Company 1989 - 1992
Skills
Back Office, FX Options, Fixed Income, Banking, Account Reconciliation, Bloomberg, Securities, Financial Risk, Settlement, Risk Management, Derivatives, Capital Markets, Swaps, Middle Office, Trading, Finance, Cash, Corporate Actions, Options, Equities, Analysis, Bonds, Hedge Funds, Financial Services, SWIFT payments, Payments, Investment Banking, Prime Brokerage, Money Market, Operational Risk, Reconciliation, Credit Derivatives, Securities Lending, Cash Management, Operational Risk..., Credit Risk, Financial Markets, Financial Institutions, Portfolio Management, Asset Management, Auditing, Funding, Loans, Treasury Management, Collateral Management, Interest Rate..., AML, Treasury, Accounting, Intellimatch
Education
Laguardia Community College
Federal Home Loan Bank of Des Moines March 2003 - Present
HSBC March 2003 - March 2003
Household International September 1998 - March 2003
Hibernia National Bank March 1997 - September 1998
Firstar Bank Iowa, N.A. August 1986 - February 1997
Skills
Financial Analysis, Banking, Analysis, Strategic Planning, Leadership, Process Improvement, Management, Market Research, Team Building, Forecasting, Event Planning, Training, Project Management, Strategy, Business Analysis, Marketing, Business Planning, Operations Management, Accounting, Public Speaking, Financial Reporting
Education
Impactive Learning Solutions Inc. 2009 — 2010
Certificate, Organizational Leadership
Graduate School of Banking 2004 — 2006
Diploma of Graduation, Financial Management
Lake Forest Graduate School of Management 1999 — 2001
M.B.A., Business
Simpson College 1982 — 1985
B.A., Accounting
HSBC July 2014 - October 2014
JPMorgan Chase December 2013 - July 2014
Nature Publishing Group April 2013 - December 2013
USCJ November 2012 - July 2013
Standard Chartered Bank February 2013 - April 2013
NetCom Learning January 2012 - September 2012
Africa Rice Center June 2011 - December 2011
School of Oriental and African Studies (SOAS) at London University September 2010 - December 2011
NetCom Learning January 2009 - September 2010
Lawrence University 2004 - 2008
Skills
Data Analysis, Financial Analysis, Financial Modeling, Negotiation, Hiring, Excel, Stata, Eviews, Financial Reporting, Econometrics, Quantitative Analysis, Economics, Corporate Finance, PowerPoint, Research, Word, Outlook, Problem Solving, Analysis, Budgeting, Valuation, Microsoft Office, Business Analysis, Equities, Cash Flow, Statistics, Forecasting, VBA, Market Research, Investments, Financial Planning, Portfolio Management, Risk Management, Microsoft Word, Microsoft Excel, Business Development, Recruiting, Marketing, Budgets, Tableau, Financial Dashboard..., Process Improvement, Management, Training, Quantitative Analytics
Education
School of Oriental and African Studies, University of London 2010 — 2011
MSc., Finance and Development
Chartered Financial Analyst Institute 2009 — 2010
CFA - Level 1, Financial Analysis
Lawrence University 2004 — 2008
BA, Economics and Mathematics
Pre Collegiate Program 2003 — 2004
Diploma, Liberal Arts
Nationstar Mortgage November 2014 - Present
Bank of America May 2012 - November 2014
JPMorgan Chase August 2009 - October 2011
HSBC January 2009 - April 2009
HSBC January 2006 - January 2009
HSBC 1988 - 2009
HSBC August 1997 - December 2006
Skills
Performance Management, Leadership Development, Employee Relations, Interviewing, Succession Planning, Leadership, Training, Management, Talent Management, Human Resources, Coaching
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2002
Certificate, AFSA Executive Development Program
Lamar University 1983 — 1985
2 years, Management
First Niagara Bank May 2015 — October 2016
First Niagara Bank May 2012 — May 2015
HSBC March 2006 — May 2012
M&T Bank February 1996 — March 2006
KeyBank October 2016 — January 2018
Berkshire Bank January 2018 — Present
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Portfolio Management, Small Business Lending, Credit Risk, Treasury Management, Cash Management, Relationship Management, Financial Services, Cross Selling, Financial Analysis, Investment Banking, Capital Markets, Credit Cards, Deposits, Finance, Financial Risk, Internet Banking, Leadership, Mutual Funds, Payments, Operational Risk, Securities, Series 63, Lines Of Credit, Funding, Bonds, Financial Institutions, Merchant Services, Treasury Services, Cash Flow, Financial Transactions, Treasury, Loan Origination
Education
The Sage Colleges-Sage Graduate School 1994 — 1996
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Le Moyne College 1986 — 1990
Bachelor of Science, Finance and Marketing
HSBC June 2011 - Present
Dun & Bradstreet August 2009 - December 2010
Capgent LLC February 2006 - July 2009
Go Treasury LLC 2004 - 2006
NUI Corporation 2002 - 2004
GoTreasury, LLC 1995 - 2002
Bell South Wireless (RAM Mobile Data) 1993 - 1995
Armco 1992 - 1993
Jepson Corporation / Emerson Quiet Kool 1985 - 1992
Deloitte 1982 - 1985
Skills
Treasury Management, Vendor Management, Treasury, Start-ups, SaaS, Relationship Management, Re-engineering, Project Management, Portfolio Management, Payments, New Business Development, Management, Leadership, Fixed Income, Finance, Credit, Consulting, Cash Management, Business Development
Education
Le Moyne College 1978 — 1982
BS, Accounting, Philosophy
HSBC October 2007 - Present
HSBC April 2005 - October 2007
HSBC December 2000 - April 2005
HSBC October 1999 - December 2000
First Card March 1997 - October 1999
First Card March 1995 - March 1997
Health Direct Inc March 1992 - March 1995
NCI Research January 1988 - March 1992
Education
Lake Forest Graduate School of Management 2002 — 2006
Signode Industrial Group March 2014 - Present
Resources Global Professionals August 2013 - February 2014
Castle Metals October 2012 - June 2013
Self-Employed July 2010 - September 2012
Medline Industries May 2009 - June 2010
Komatsu January 2006 - April 2009
HSBC April 2004 - February 2005
Walgreens November 2000 - April 2004
Skills
Executive Search, Technical Recruiting, Recruiting, Sourcing, Human Resources, Applicant Tracking..., Talent Acquisition, Internet Recruiting, College Recruiting, Onboarding, Compensation Structure..., Compensation & Benefit, Training Delivery, Training, Communication Skills, Report Writing, Resume Writing, Proposal Writing, Creative Writing, Music Theory, Compensation Structures, Strategy, Management, HRIS, Program Management, HR Policies, Employee Benefits, Workforce Planning, Job Descriptions, Performance Management, Executive Pay, Job Evaluation, Leadership, Vendor Management, PeopleSoft, Payroll, Talent Management, Employee Relations, Benefits Administration, Interviews, HR Consulting, Compensation & Benefits
Education
Lake Forest Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.8 / 4.0
Northern Illinois University 1997 — 1999
Bachelor’s Degree, English/Language Arts Teacher Education
Ernst and Young LLP October 2012 - Present
Ernst & Young January 2009 - October 2012
netXccel, Inc., Maryland, USA July 2008 - December 2008
HSBC October 2002 - May 2008
Dr. Govindan’s Hospital January 2002 - September 2002
Skills
Compliance, Internal Audit, Risk, Internal Controls, Enterprise Risk..., SOX, Sarbanes-Oxley Act, Financial Risk, Management Consulting, Accounting, Business Process..., Program Management, Leadership, Risk Management
Education
Lancaster University 2000 — 2001
MS
PSG College of Technology 1997 — 2000
BSc
HSBC August 2015 - Present
HSBC March 2013 - August 2015
HSBC March 2010 - March 2013
HSBC July 2009 - March 2010
Skills
Financial Analysis, Accounting, Business Analysis, Project Management, Team Management, Data Analysis, Project Delivery, Business Process..., MS Project, Analysis, Project Planning, Visio, Budgets
Education
Langara College 2009 — 2009
Certificate, Project Management
The University of British Columbia 2005 — 2006
Diploma, Accounting
The University of British Columbia 2001 — 2005
BSc, Biology
HSBC September 2012 - Present
HSBC March 2010 - September 2012
HSBC July 2009 - March 2010
HSBC October 2004 - July 2009
Skills
Derivatives, Investment Banking, FX Options, Operational Risk, Financial Services, Financial Modeling, Back Office, Risk Management, SWIFT payments, Middle Office, Business Analysis, Interest Rate..., Foreign Exchange, Operational Risk..., Emerging Markets, Credit Derivatives, Settlement
Education
Lancaster University 2000 — 2004
BBA, Management
Coyote Logistics September 2008 - Present
HSBC June 2008 - September 2008
Axiom Consulting Partners September 2007 - May 2008
Morgan Stanley January 2006 - June 2007
Gulf Trading May 2006 - August 2006
Skills
Logistics, 3PL, Freight, Transportation, Transportation..., Shipping, Supply Chain, Account Management, LTL, Sales, Logistics Management, Supply Chain Management, Sales Operations, Trucking, Container, International Logistics, Truckload, Warehousing, Air Freight, Freight Forwarding, Pricing
Education
Lake Forest College 2004 — 2008
B.A, Business
Culver Academies
HSBC March 2013 - Present
Capital One May 2012 - March 2013
HSBC September 2006 - May 2012
HSBC North America December 1998 - September 2006
Skills
Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Process Improvement, Financial Risk, Risk Management, Business Analysis, Managerial Finance, Financial Services, Portfolio Management, Vendor Management, Financial Reporting, Hyperion Enterprise, Forecasting, Project Planning, Corporate Finance, Credit Cards, Finance, Management, Analysis, Business Process..., Change Management, IT Strategy, Project Management, Accounting, IT Management, IT Operations, Leadership, Program Management
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA, Business Administration and Management, General
Loyola University Chicago 1994 — 1996
BA, Accounting
M&T Bank March 2007 - Present
HSBC October 2004 - March 2007
Fleet Bank 2001 - 2005
United Healthcare 2000 - 2003
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Consumer Lending, Lines Of Credit, Loans, Commercial Mortgages, Retail Banking, Treasury Management, Loan Origination, Cross Selling
Education
Le Moyne College 1983 — 1987
BS, Industrial Labor Relations
Norwich High School
HSBC July 2006 - November 2007
HSBC October 2003 - July 2006
National Bank of Commerce April 2001 - October 2003
Education
Lakeland College 1998 — 2000
Arts, Writing/Communications
HSBC North America 2005 - Present
HSBC March 2003 - Present
Household International July 1985 - March 2003
Micro Database Systems January 1985 - June 1985
Skills
Business Analysis, SDLC, Release Management, DB2, Enterprise Architecture, Process Improvement, Business Process..., Management, Software Project..., User Acceptance Testing, PeopleSoft, Visio, Team Building, Requirements Gathering, Requirements Analysis, Project Management, Integration, Project Delivery, Program Management, Business Process, Systems Analysis, PMO, IT Strategy, PMP, SharePoint, Mainframe, Procurement, IT Management, SQL, Software Development, Banking, Solution Architecture, Offshoring, Business Requirements, Resource Management, Oracle, Change Management, Unix
Education
Lake Forest Graduate School of Management 2006 — 2010
International/Global Studies
Northeastern Illinois University 1979 — 1984
BS, Information Systems
Capco August 2011 - Present
MISI Company November 2011 - July 2012
Accenture March 2009 - November 2011
M&T Bank August 2008 - October 2008
HSBC May 2001 - July 2008
Skills
User Acceptance Testing, Test Planning, Regression Testing, Test Management, SDLC, System Testing, QTP, Software Quality..., Test Strategy, Quality Assurance, Manual Testing, Test Automation
Education
State University of New York at Buffalo 1998 — 2000
Bachelor of Science (B.Sc.), Computer Science
Lakehead University 1989 — 1992
Engineer's degree, Electrical and Electronics Engineering
Office of the Superintendent of Financial Institutions of Canada July 2012 - Present
HSBC February 2010 - July 2012
B2B Trust June 2009 - February 2010
HSBC January 2009 - October 2009
HSBC July 2008 - December 2008
RBC Financial Group April 2007 - July 2008
Skills
AML, KYC, Financial Risk, Risk Assessment, Private Banking, Risk Management, Credit Cards, Retail Banking, Fraud, Banking, Securities, Operational Risk..., Financial Regulation, Enterprise Risk..., Financial Services, OFAC, Operational Risk, Due Diligence, Investment Advisory, Credit, Sanction, Internal Audit, Anti Money Laundering, Corporate Governance
Education
Laurentian University/Université Laurentienne 2002 — 2006
BSc, Forensic Science and Anthropology
Bank of the West May 2013 - Present
Specialized Loan Services August 2012 - April 2013
Aurora Bank FSB April 2004 - August 2012
Citigroup October 2002 - April 2004
First Nationwide Mortgage Company February 1998 - September 2002
HSBC January 1990 - February 1998
Skills
Default Servicing, Residential Mortgages, Mortgage Banking, Mortgage Lending, Internal Controls, Internal Audit, COSO, Business Workflows, Business Process, Sarbanes-Oxley, Project Management, Problem Solving, Risk Management, Risk Assessment, Financial Audits, Operational Risk, Regulatory Guidelines, GSE, Mentoring, Management action plans, Audit Reports, Consultation, Key Risk Indicators, Continuous Improvement, Credit Risk, Risk Based Testing, IT Audit, Auditing, Regulatory Examinations, Default Management, Mortgage Underwriting, Mortgage Servicing, Controls Development, Loss Mitigation, Foreclosures, Bankruptcy
Education
Le Moyne College 1974 — 1978
BS, Accounting
AppLift February 2015 - Present
CyberZ USA, Inc. March 2013 - February 2015
CyberAgent America,Inc. June 2012 - March 2013
HSBC July 2007 - March 2009
East West Bank June 2006 - July 2007
Skills
Consumer Lending, Commercial Banking, Banking, Loans, Credit, Sales, Customer Service, Social Networking, Problem Solving, Business Development, Composition, Internet, iPhone, Marketing Research, New Business Development, Organization, SEO, Analytics, Start-ups, Mobile Advertising, Mobile Devices, Marketing, Mobile Marketing
Education
University of California, Davis 2002 — 2005
B.S., Managerial Economics
Laney College 2000 — 2002
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Alameda High
HSBC Critical Equipmet MgrhsbcApril 2003 - March 2007
HSBC January 1975 - March 2006
Skills
Data Center, Vendor Management, Facilities Management, Budgets, Business Analysis, Team Building, Operations Management, Management, Change Management, Risk Management, Strategic Planning, Process Improvement, Negotiation
Education
Lake Forest Graduate School of Management 1982 — 1984
B/A, Business Mgnt
BigHand September 2011 - Present
MarketSense 2008 - September 2011
HSBC 2006 - 2007
Analytic Innovations 2001 - 2006
NeuroCorp 1997 - 2000
Skills
Account Management, CRM, Direct Marketing, Email Marketing, Lead Generation, Management, Marketing Strategy, Salesforce.com, Digital Marketing, Product Management, Team Leadership, Business Strategy, Marketing Communications, New Business Development, Project Management, Sales Management, Strategic Partnerships
Education
Lake Forest Graduate School of Management
Master of Business Administration (MBA)
Skidmore College
Portsmouth Abbey
HSBC October 2007 - January 2011
HSBC April 2005 - October 2007
HSBC December 2000 - April 2005
HSBC October 1999 - December 2000
First Card March 1997 - October 1999
First Card March 1995 - March 1997
Health Direct Inc March 1992 - March 1995
NCI Research January 1988 - March 1992
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA
Yale University 1983 — 1987
B.S., Applied Math/Econ
Northeast Contracting February 2011 - Present
New York Life Insurance Company February 2010 - February 2011
HSBC August 2009 - January 2010
HSBC Securities August 2009 - January 2010
M&T June 2007 - August 2009
M&T Securities June 2007 - August 2009
M&T Bank January 2006 - June 2007
Skills
Management, Finance, Construction, Vendor Management, Invoice Processing, Inventory Control, Customer Service, Investment Advisory, Project Management, Team Building, Strategic Planning, Leadership
Education
Le Moyne College 2005 — 2007
BS, Business Administration
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - January 2014
HSBC August 2012 - December 2012
Financial Tracking Technologies, LLC May 2012 - June 2012
BNY Mellon December 2010 - February 2012
BNY Mellon July 2009 - December 2010
JPMorgan Chase March 2006 - March 2009
Bear Stearns December 1996 - March 2006
Goldman Sachs December 1988 - July 1996
Skills
Client Service Oriented, AML, KYC, Cross Selling, Settlement, Hedge Funds, Corporate Actions, Prime Brokerage, Derivatives, Onboarding, Training Delivery, On-Boarding, Reorganisation, Back Office, Fixed Income, Financial Services, Options, Collateral Management, Relationship Mgmt, Bloomberg, Securities, Middle Office, Investment Banking, Building Relationships, Equities, Capital Markets, Series 63, Mutual Funds, Asset Management, Securities Lending, Relationship Management, FX Options, Alternative Investments, Portfolio Management, Trading, Credit Derivatives, Operational Risk..., Financial Institutions, Electronic Trading, Financial Risk, Operational Risk, Swaps, Client Services, Equity Derivatives, Interest Rate..., Anti Money Laundering
Education
LaGuardia Community College 1991 — 1992
Computer Science
Pace University 1990 — 1991
Computer Science
HSBC June 2000 - Present
HSBC Private Bank January 2000 - Present
Skills
Vendor Management, Windows, Access, Customer Service, Microsoft Excel, Data Center, Investment Banking, Microsoft Office, TCP/IP, Control M batch..., Process Improvement, Strategic Planning, Leadership, Change Management, ITIL, Sales, Disaster Recovery, Program Management, CRM
Education
LaGuardia Community College
Associate's degree, Computer Science
Alliant Credit Union August 2010 - Present
Alliant Credit Union July 2007 - August 2010
HSBC 2006 - 2007
Steiner Electric 2000 - 2003
Skills
Process Improvement, Banking, Credit, Loans, Credit Analysis, Consumer Lending, Financial Analysis, Credit Risk, Management, Mortgage Lending, Portfolio Management, Finance, Policy, Risk Management, Analysis
Education
Lake Forest Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
Universidad Autónoma de Baja California 1989 — 1994
J.D., Law
Western Union Business Solutions January 2011 - Present
HSBC June 2006 - January 2011
Rogers Wireless January 2005 - August 2005
HSBC January 2004 - August 2004
Skills
Software Development, Test Automation, Business Analysis, Testing, Agile Methodologies, Business Requirements, Software Project..., Quality Assurance, Web Applications, QTP, Java, SDLC
Education
Simon Fraser University 1999 — 2006
Bachelor of Science (Honors), Computing Science, Business Administration
Simon Fraser University 2010 — 2013
Certificate in Management, Risk Management, General Management
Langara College
Photography Certificate Program
Coursera 2012 — 2020
Axiom April 2015 - Present
Barclays Investment Bank August 2013 - November 2013
Merrill Lynch December 2012 - April 2013
HSBC June 2012 - June 2012
Newedge September 2011 - December 2011
Skills
Securities Regulation, Legal Writing, Dodd-Frank, Legal Research, Securities, Corporate Law, Financial Regulation, Westlaw, FINRA, Derivatives, Lexis, Structured Finance, SEC, CFTC, Management, Microsoft Word, Microsoft Excel, PowerPoint, Computer Building, Member of Mensa, Moot Court, Coaching Baseball, Athletic Training, Sales, Programming Languages, Leadership, AML, KYC, ISDA, Corporate Governance
Education
New York Law School 2011 — 2014
Master of Laws (LLM), Financial Planning and Services, 3.7
New York Law School 2010 — 2011
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.1
St. Thomas University School of Law 2008 — 2009
Transferred, JD, 3.5
Lakeland College 2006 — 2008
Bachelor's degree, Marketing, 3.1
Washington University in St. Louis 1998 — 2002
Transferred, Business
Five Star Bank January 2015 - Present
Five Star Bank February 2014 - Present
KeyBank September 2013 - March 2014
M&T Bank April 2009 - September 2013
M&T Bank April 2009 - May 2011
Citzens Bank August 2006 - August 2007
Partners Trust Bank 2005 - 2006
HSBC 2002 - 2005
Skills
Commercial Lending, Credit, Commercial Banking, Credit Analysis, Wealth Management, Small Business Lending, Loans, Consumer Lending, Branch Banking
Education
Le Moyne College 1997 — 2001
BA, Economics
Citi October 2011 - Present
HSBC 2006 - May 2011
HSBC 1999 - 2006
HSBC 1993 - 1999
FiServ 1980 - 1993
Skills
Management, Project Management, Testing, Leadership, Banking, Security, Business Requirements, Credit Cards, Credit Risk, Budgets, Strategic Planning, Financial Risk, Training, COBOL, Credit, Requirements Analysis, SDLC, Business Analysis, Software Project..., Mainframe, Vendor Management, Systems Analysis, CICS, Requirements Gathering
Education
Lamar University 1976 — 1980
BS in CS, Computer Science with minor in Business
HSBC December 2012 - January 2013
Columbia University August 2012 - October 2012
Global Design Concepts May 2008 - February 2011
BEST TEXTILE/DAN RIVER January 1997 - March 2008
PENGUIN AIR CONDITIONING March 1990 - May 1997
Skills
Teamwork, Office Equipment, Inventory Management, Retail, Customer Service, Microsoft Word, Invoicing, Microsoft Excel, PowerPoint, Training, Public Speaking, Accounts Payable, Management, Time Management
Education
LaGuardia Community College 1976 — 1977
Associates Degree, Business Administration; Marketing, Business, Economics
Aviation High School 1972 — 1976
HIGH SCHOOL DIPLOMA
Clark College September 2011 - Present
Care Medical Equipment 2008 - 2012
HSBC January 2006 - July 2008
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office
Education
Langston University 1997 — 2001
HSBC January 2008 - Present
TBayTel November 2005 - June 2008
CIBC August 2000 - November 2005
Ansbacher September 1998 - July 2000
Skills
Mentoring and Coaching, Planning & Execution of..., Account Development, client retention, best practice..., productivity and..., Portfolio Management
Education
University of Manitoba 2004 — 2005
Certificate in Adult Education
International College of Cayman Islands/University of Tampa 1998 — 2000
Master of Business Administration (MBA), Finance, Marketing
Lakehead University 1990 — 1991
Graduale Diploma in Business, Finance and Financial Management Services
Lakehead University 1984 — 1985
Bachelor of Education (B.Ed.), Education
Universiity of Guelph 1981 — 1985
Bachelor of Arts (B.A.), Sociology
Shelby County Schools June 2009 - Present
HSBC March 1996 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Lane College 1976 — 1980
Bachelor of Science, Business and Finance
Discover Financial Services July 2015 - Present
HSBC March 2011 - September 2014
HSBC – North America SOX August 2008 - March 2011
HSBC – Card and Retail Services May 2005 - August 2008
HSBC - Retail Services June 2003 - May 2005
MOTOROLA, INC - Schaumburg, Il March 2000 - June 2003
Skills
Risk Management, Retail Banking, Banking, Financial Risk, Credit Risk, Internal Audit, Internal Controls, Auditing, Finance, Sarbanes-Oxley Act, Analysis, Management, Accounting, Financial Analysis, Financial Modeling, Process Improvement
Education
Lake Forest Graduate School of Management
University of Illinois
Bachelor of Science; MBA, Accounting; Finance, Business Management & Strategy and Marketing