HSBC Company

Industry: Financial services company

Description

HSBC 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 261010Headquarters: London, United KingdomParent organization: HSBCCEO: 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.

Site: http://www.hsbc.co.uk/

Social Links: https://www.facebook.com/hsbcuk, https://twitter.com/HSBC_UK, http://www.youtube.com/user/hsbcuk

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16,776 employees in database.
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HSBC List of Employees: 1992-2019
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HSBC Employees

Employee
Years
Job
Industry
Christopher Jiantao Xie, CFAChristopher Jiantao Xie, CFA Toronto, Canada Area
HSBC Years July 2002 - August 2003
Job Treasury Manager at TD
Industry Financial Services
Experience
TD   February 2014 - Present
TransUnion   May 2013 - January 2014
Capital One   September 2008 - May 2013
Epicor Software Corp   May 2006 - September 2008
HSBC   July 2002 - August 2003

Skills
SQL, Quantitative Analytics, SAS, Project Management, Teamwork, Fast Learner, Multitasking Skills, Matlab, VBA, Digital Marketing, Asset Liability..., CCAR/DFAST Modeling

Education
University of Toronto - Rotman School of Management   2011 — 2013
Master of Finance, Finance, General

McGill University   2003 — 2005
Master of Science (M.Sc.), Computer Science, 3.63 / 4.0

Sun Yat-Sen University   1998 — 2002
Bachelor of Science (B.Sc.), Computer Science, 3.3 / 4.0

paul thindpaul thind Greater New York City Area
HSBC Years April 2014 - Present
Job Senior Manager at HSBC
Industry Financial Services
Experience
HSBC   April 2014 - Present
Montpelier Reinsurance Holdings Ltd   December 2008 - March 2014
Swiss Re   October 2007 - November 2008
XL Group plc   February 2006 - October 2007
KPMG   May 2004 - February 2006
PricewaterhouseCoopers   November 2002 - May 2004
Sheptoff Reuber & Co   May 2000 - May 2002

Skills
Financial Control, Risk Analysis, Operations, Internal Controls, Risk Management, Financial Risk, Financial Audits, Assurance, Solvency II, Reinsurance, Basel II, Internal Audit, Finance, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Insurance, Accounting, Financial Services

Education
University of Hartford   2000 — 2002
BS, Accounting

McGill University   1998 — 2000
B, Comm Accounting

Mishal SayedMishal Sayed Montreal, Canada Area
HSBC Years July 2014 - July 2014
Job Summer Internship at Centrum Capital Ltd
Industry
Experience
Centrum Capital Ltd   August 2014 - September 2014
HSBC   July 2014 - July 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Outlook, Economics, Spanish, Team Leadership, Social Networking, Management, Leadership

Education
McGill University   2013 — 2017
Bachelor of Commerce (B.Com.), Economics

Anna GorkovaAnna Gorkova Montreal, Canada Area
HSBC Years July 2013 - July 2014
Job Premium Banker at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
HSBC Retail Banking and Wealth Management   July 2014 - Present
HSBC   July 2013 - July 2014
Montreal Alouettes   August 2012 - July 2013
Guerlain   2009 - 2011

Skills
Public Relations, Event Planning, Customer Service, Event Management, Social Media, Public Speaking, Corporate Communications, Anti Money Laundering, Regulatory Compliance, Banking

Education
McGill University   2012 — 2013
Undergraduate Certificate, Public Relations

Concordia University   2010 — 2012
Undergraduate degree in Arts & Science, Political Science and Government

Nan Nan LiuNan Nan Liu Toronto, Canada Area
HSBC Years July 2012 - Present
Job Senior Account Manager Payments & Cash Management at HSBC
Industry Banking
Experience
HSBC Canada   May 2015 - Present
HSBC   July 2012 - Present
HSBC China   September 2007 - June 2012
HSBC China   February 2005 - June 2007

Skills
Commercial Banking, Retail Banking, Loans, Trade Finance, Relationship Management, Fixed Income

Education
McMaster University   1999 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance

McMaster University   1999 — 2003
Bachelor of Commerce (B.Com.), General Studies

Patricia NaranjoPatricia Naranjo Houston, Texas
HSBC Years 2005 - 2006
Job Assistant Professor of Accounting at Rice University
Industry Accounting
Experience
Rice University   July 2014 - Present
Banco Penta   2006 - 2009
HSBC   2005 - 2006
Citigroup Private Bank   2004 - 2005

Skills
Stata, SAS, VBA, Matlab, R, SQL, Econometrics, Accounting

Education
Massachusetts Institute of Technology - Sloan School of Management   2009 — 2014
Doctor of Philosophy (PhD), Accounting

Pontificia Universidad Católica de Chile   1998 — 2003
B.Eng. in Industrial and Bioprocess Engineering

Cheryl JosephCheryl Joseph Vancouver, Canada Area
HSBC Years 1999 - 2000
Job Iyengar Yoga Instructor
Industry Health, Wellness and Fitness
Experience
www.breathofyoga.ca   January 2007 - Present
The Yoga Space   February 2014 - Present
Edge Training and Consulting   February 2010 - November 2010
Edge Training and Consutling Ltd.   June 2009 - January 2010
Edge Training and Consulting   June 2008 - December 2008
Canada Place Corporation   March 2005 - September 2006
Caboodles Cosmetics Ltd.   2001 - 2003
Versacold   2000 - 2001
HSBC   1999 - 2000
Meighen Demers (merged w/Ogilvy Renault)   1997 - 1999

Skills
Business Analysis, ERP, Project Management, Process Improvement, Business Process..., Team Leadership, Knowledge Management, Microsoft Office

Education
McGill University   1987 — 1991
BComm, Management Information Systems/Marketing

McGill University   1995 — 1995
Graduate Certificate, International Business

The University of British Columbia   2005 — 2005
Sauder Scohool of Business, Adaptive Leadership

The University of British Columbia   2005 — 2005
Sauder School of Business, Essential Management Skills

The University of British Columbia   2005 — 2005
Sauder School of Business, Communication Skills for Managers

Hira SiddiquiHira Siddiqui Greater Boston Area
HSBC Years June 2007 - July 2007
Job Senior Research and Training Associate at Jameel Poverty Action Lab
Industry Think Tanks
Experience
Jameel Poverty Action Lab   May 2011 - Present
Center for Research and Security Studies   September 2010 - May 2011
Jameel Poverty Action Lab   May 2009 - May 2010
NERA Economic Consulting   May 2008 - August 2008
MIT Department of Economics   September 2007 - December 2007
HSBC   June 2007 - July 2007

Skills
Public Policy, Economics, Research, Policy, Stata, Econometrics, Policy Analysis, Data Analysis, Statistics, International..., R, Program Development, Quantitative Research, Program Management, Nonprofits, Climate Change, Microeconomics, Spanish, Capacity Building, Finance, Economic Research, Energy Policy, SAS, Data Mining, Qualitative Research, Politics, Government, Programming, LaTeX, Analysis, Data Collection, Program Evaluation, Survey Design, Editing, Matlab, French, Management Consulting, Teaching, Report Writing, Training, Proposal Writing, Public Speaking, Analytics

Education
The Johns Hopkins University   2013 — 2015
Master of Science (M.Sc.), Applied Economics

Massachusetts Institute of Technology   2006 — 2010
Bachelor of Science, Economics

Roots School System
GCE O & A Levels

Qi LaiQi Lai Montreal, Canada Area
HSBC Years March 2014 - Present
Job Risk Management Specialist at HSBC
Industry Financial Services
Experience
HSBC   March 2014 - Present
HSBC   September 2013 - March 2014
BMO Financial Group   June 2012 - September 2013
China Construction Bank (Asia) Corporation Ltd.   April 2011 - August 2011
China Telecom System Integration Co. Ltd   June 2010 - August 2010
China Harbin Television Media Inc.   April 2010 - June 2010

Skills
English, French, Mandarin, Cantonese, Microsoft Excel, Microsoft Office, Adobe Design Programs, Japanese, HTML, PowerPoint, Analytics, Teamwork

Education
McGill University   2010 — 2013
Bachelor's degree, Accounting and Finance

Tanya ChesterTanya Chester Montreal, Canada Area
HSBC Years May 2010 - February 2011
Job Bilingual Corporate Recruiter at Talent Acquisition Manpowergroup Canada tanya.chester@manpowergroup.com
Industry Human Resources
Experience
ManpowerGroup   April 2014 - Present
Trio Canada Sales Solutions   March 2012 - Present
RBC   September 2011 - March 2012
HSBC   May 2010 - February 2011
Air Canada Jazz   2007 - 2007
Accenture   2007 - 2007
Altran North America   2006 - 2006
Ajilon   May 2004 - September 2004
Robert Half   February 2003 - February 2004

Skills
Recruiting, Management, Talent Management, Hiring, Networking, CRM, Account Management, Applicant Tracking..., Consulting, Onboarding, Staffing Services, Market Research, Banking, Start-ups, Relationship Management, College Recruiting, Benefits Negotiation, Aviation, Commercial Aviation, Behavioral Interviewing, Interviewing Skills, Strategic Sourcing, LinkedIn, Corporate Recruiting, Energy Industry, Boolean Searching, Social Networking, Headhunting

Education
McGill University   1987 — 1993
Bachelor or Music, Major in Performance

Anant GoelAnant Goel Cambridge, Massachusetts
HSBC Years July 2006 - September 2006
Job MBA Candidate at MIT Sloan School of Management
Industry Venture Capital & Private Equity
Experience
Adage Capital Management   June 2015 - Present
MIT Sloan School of Management   August 2014 - Present
NewQuest Capital Partners   September 2011 - May 2014
Redwood Capital   November 2010 - July 2011
China Media Group   October 2009 - October 2010
HSBC   July 2006 - September 2006

Skills
Valuation, Financial Modeling, Business Development, Due Diligence, Private Equity, Financial Analysis, Start-ups

Education
Massachusetts Institute of Technology - Sloan School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

University of Warwick   2005 — 2008
B.Sc., Economics

Island School   2001 — 2005
Economics, Mathematics, Physics, Chemistry and Further Mathematics

Po SunPo Sun Brooklyn, New York
HSBC Years October 2011 - July 2012
Job Transportation Planner at Sam Schwartz Engineering, DPC
Industry Architecture & Planning
Experience
Sam Schwartz Engineering, DPC   July 2015 - Present
Sam Schwartz Engineering, DPC   January 2015 - July 2015
Manhattan Community Board 1   September 2014 - May 2015
New York City Department of Transportation   June 2013 - September 2014
PRATT INSTITUTE   September 2013 - May 2014
Spatial Analysis & Visualization Initiative (SAVI)   September 2013 - December 2013
Myrtle Avenue Brooklyn Partnership   January 2013 - April 2013
HSBC   October 2011 - July 2012
Caffe Artigiano   May 2010 - August 2011
Blenz The Canadian Coffee Company Ltd.   June 2008 - August 2008

Skills
Microsoft Office, Teamwork, Data Analysis, Microsoft Excel, Research, Team Leadership, PowerPoint, English, ArcGIS, Adobe Creative Suite, Customer Service, Photoshop, AutoCAD, Urban Planning, GIS, SketchUp, Project Planning, Community Outreach, Community Development, Sustainable Development, Report Writing, International Relations, SPSS, Leadership, Customer Relations, Team Building, Excel, Event Planning, Public Speaking, Illustrator, Sustainability, Urban Design

Education
Pratt Institute   2012 — 2015
Master of Science (M.S.) with Distinction, City and Regional Planning, CGPA: 3.88 / 4.00

Danish Institute of International Studies   2014 — 2014
Summer Studio, Urban Design

McGill University   2007 — 2011
Bachelor, Political Science, Geography Urban Systems

Lord Byng Secondary   2002 — 2007
High School Diploma

Tim WaringTim Waring Vancouver, Canada Area
HSBC Years 1990 - 2006
Job Mortgage Professional at DLC Commercial Capital
Industry Financial Services
Experience
DLC Commercial Capital   2012 - Present
River Rock Holdings Ltd   2007 - 2011
HSBC   1990 - 2006

Skills
Commercial Banking, Banking, Emerging Markets, Credit, Retail Banking, Financial Risk, Financial Analysis, Risk Management, Finance, Wealth Management, Managerial Finance, Business Strategy, Strategic Planning, International Trade, New Business Development, Investments, Change Management, Mortgage Lending, Trade Finance, Executive Management, Portfolio Management, Credit Analysis, Financial Services

Education
McGill University   1986 — 1989
Bachelor of Commerce, Finance, Marketing

Brentwood College   1981 — 1984

Chiu Yee KwokChiu Yee Kwok Montreal, Canada Area
HSBC Years March 2010 - September 2012
Job Online Sales and Marketing Manager
Industry Retail
Experience
Midway Industries   March 2015 - Present
LXR&CO   October 2012 - March 2015
HSBC   March 2010 - September 2012
Besotv   March 2012 - 2012
Akuntsu Social Media Agency   June 2011 - 2011
YOUths! Leadership Development Group   2009 - 2011
ZARA   2009 - 2010
Tommy Hilfiger Canada   2006 - 2009
Kumon   2004 - 2008

Skills
Microsoft Office, Photoshop, Social Media, Online Marketing, Community Management, Wordpress, HTML, Customer Oriented, Customer Service, Social Media Marketing, Sales, Data Analysis

Education
McGill University   2008 — 2011
Bachelor of Commerce, Marketing Major

Champlain College Saint-Lambert   2006 — 2008
Discipline in Social Studies, Commerce

College Jean de la Mennais   2001 — 2006
High School Graduation Diploma

Anna MorelloAnna Morello Montreal, Canada Area
HSBC Years May 2008 - May 2013
Job Senior Analyst Optional Services
Industry Accounting
Experience
CN   September 2014 - Present
CN   May 2013 - September 2014
HSBC   May 2008 - May 2013
The Leonardo da Vinci Center   2004 - 2011

Skills
Financial Modeling, Accounting, Credit Cards, Collections, Customer Service, Banking, Financial Analysis, Accounts Receivable, Cash Management, Account Reconciliation, Credit, Financial Reporting, Dispute Resolution, Time Management, Accounts Payable, Finance, Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Sales

Education
McGill University   2013 — 2014
Graduate certificate in accounting practice, Accounting

John Molson School of Business   2009 — 2012
Bachelor of Commerce (B.Com.), Accounting

Youlia TzenovaYoulia Tzenova Charlotte, North Carolina
HSBC Years January 2008 - August 2008
Job Associate at Scarborough & Britt, LLC
Industry Insurance
Experience
Scarborough & Britt, LLC   September 2013 - Present
The University of Iowa   January 2013 - May 2013
The University of Iowa   August 2010 - May 2013
Metro News   April 2010 - August 2010
CBRE   December 2009 - March 2010
McMaster University   September 2008 - May 2009
HSBC   January 2008 - August 2008
Credit Medical Corporation   August 2007 - November 2007
Dr. Steven Frohlich, Optometrist   March 2000 - August 2007

Skills
Higher Education, University Teaching, Student Affairs, Student Development, College Teaching, Academic Advising, Research, Qualitative Research, Editing, Curriculum Design, Academic Writing, Tutoring, Theory, Public Speaking, Data Analysis, Customer Service, Administrative..., Office Administration, Bilingual English-French, Microsoft Office, Proofreading, International Relations, Literature, French, Training, Lecturing, Teaching Writing, Student Engagement, Academia, Adult Education, History

Education
University of Iowa   2010 — 2013
Doctor of Philosophy (Ph.D.) (incomplete), History

McMaster University   2008 — 2009
Master of Arts (M.A.), History

McGill University   2002 — 2007
Bachelor of Arts (B.A.), History

Nick PedroNick Pedro Greater Boston Area
HSBC Years 2004 - 2007
Job Corporate Recruiter at Essex Group Management
Industry Hospital & Health Care
Experience
Essex Group Management   July 2014 - Present
LifeWork Search   October 2012 - July 2014
LifeWork Search   2010 - October 2012
Valassis   2007 - 2010
American Idol Productions   2006 - 2007
HSBC   2004 - 2007

Skills
Supply Chain Management, Logistics, Supply Chain, Sourcing, Demand Planning, Transportation, Recruiting, Healthcare, Purchasing, Procurement, Inventory Management, Production Planning, Strategic Planning, Warehouse Management, Process Improvement, Consumer Products, Vendor Management, Operations Management, SAP, Continuous Improvement, Project Planning, Cross-functional Team..., Team Building, Sales Plan

Education
Massachusetts College of Art and Design   1999 — 2004
BFA, Communication Design

Alfredo MassaAlfredo Massa Montreal, Canada Area
HSBC Years 2009 - 2012
Job Retail Banking Executive
Industry Financial Services
Experience
Desjardins   May 2014 - Present
HSBC   2009 - 2012
HSBC   January 2008 - December 2008
HSBC   2006 - 2007
TD   2000 - 2006
Canada Trust   1998 - 2000
Canada Trust   1994 - 1998

Skills
Leadership, Communication, Change Management, Coaching, People-oriented, People Development, Sales Management, Performance Management, Business Planning, Business Development, Multi Tasking, Tactical Planning, Strategic Planning, Mutual Funds, Credit, Retail Banking, Mortgage Lending, Loans, Portfolio Management, Wealth Management, Commercial Banking, Team Building, Credit Analysis, Risk Management, Credit Risk, Investments, Financial Analysis, Commercial Lending, Relationship Management, Financial Risk, Credit Cards, Consumer Lending, Cross Selling, Fixed Income, Private Banking, Financial Advisory, Small Business Lending, Branch Banking, Cash Management, Investment Banking, Financial Services

Education
McGill University   1985 — 1988
Bachelor of Arts (BA), Economics

Shruti MalpaniShruti Malpani Toronto, Canada Area
HSBC Years May 2008 - June 2008
Job Financial analyst at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble   January 2011 - Present
Bell Canada   September 2010 - November 2010
Confidential   October 2009 - June 2010
McGill University   January 2009 - April 2009
HSBC   May 2008 - June 2008

Skills
Consumer Behaviour, Financial Analysis, Competitive Analysis, Segmentation, Trade Marketing, Customer Insight, Forecasting, Analytics, Strategy, Analysis, Market Planning, Market Research, Project Management, Sales

Education
York University - Schulich School of Business   2015 — 2017
Master of Business Administration (MBA)

McGill University   2006 — 2009
Bachelor of Commerce, Marketing, Finance

Istanbul International Community School   2004 — 2006
International Baccalaureate Diploma, Economis, English, French, Maths, Fine Arts

YAT Education Centre
Graphics Certificate, Adobe Photoshop, Illustrator, Flash, InDesign and Dreamweaver

York University - Schulich School of Business

Jean-Marc CardinalJean-Marc Cardinal Montreal, Canada Area
HSBC Years March 2002 - Present
Job Assistant Vice President at HSBC
Industry Financial Services
Experience
HSBC   March 2002 - Present

Skills
Commercial Banking, Commercial Lending, Credit Analysis, Credit Risk, Credit, Corporate Finance, Business Development, Risk Management, Portfolio Management, Banking, Financial Risk, Loans, Leadership, Trade Finance, Relationship Management, Business Strategy, Retail Banking

Education
McGill University
Undergraduate

Michael P. SmithMichael P. Smith Philadelphia, Pennsylvania
HSBC Years September 2014 - March 2015
Job AML Investigations at JPMorgan Chase Bank
Industry International Affairs
Experience
JPMorgan Chase & Co.   March 2015 - Present
HSBC   September 2014 - March 2015
InOutsource   February 2014 - September 2014
Administrative Office of the United States Courts   June 2013 - December 2013
Nassau County Attorney's Office   August 2012 - April 2013
Mason Tenders' District Council   December 2010 - July 2011
Office of the Governor   June 2010 - September 2010
U.S. House of Representatives   June 2009 - August 2009

Skills
Legal Writing, Legal Research, Appeals, Courts, Westlaw, SPSS, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Spanish, Government, LexisNexis, Bankruptcy, Anti Money Laundering

Education
Hofstra University School of Law   2011 — 2014
J.D., International Law Honors Concentration

Cornell University Law School   2012 — 2012
Paris Summer Institute, International and Comparative Law

The College of New Jersey   2007 — 2011
B.A., Political Science, Law and Society

Gary ChanGary Chan Greater Boston Area
HSBC Years June 2003 - July 2003
Job Senior Manager, AntiFraud Security
Industry Information Technology and Services
Experience
MorphoTrust USA™   August 2008 - Present
Finders Tellers   February 2008 - Present
CoBuilders Club   March 2014 - October 2014
Accenture   September 2004 - July 2008
Cosmetic Surgery Travel LLC   August 2004 - September 2004
HSBC   June 2003 - July 2003
MIT   June 2002 - July 2002
Rocom Electric Company   July 2001 - August 2001
Louisiana ADVANCE Program   June 2001 - June 2001

Skills
Security, Systems Engineering, Requirements Gathering, Technical Architecture, Identity Management, Website Development, Integration, Agile Methodologies, SDLC, Requirements Analysis, UML, Disaster Recovery, Databases, Oracle, Architecture, Testing, Software Development, Web Services, Virtualization, MySQL, Software Design, Enterprise Architecture, SOA, Software Engineering, Unix

Education
Massachusetts Institute of Technology   2000 — 2004
Bachelor's Degree, Electrical Engineering and Computer Science

University of Cambridge   2002 — 2003
Electrical Engineering and Computer Science

Louisiana School for Math, Science, and the Arts (LSMSA)   1996 — 2000
High School

Asma PanjwaniAsma Panjwani San Francisco Bay Area
HSBC Years May 2006 - February 2009
Job Director, Structured Products at CIBC
Industry Capital Markets
Experience
CIBC   August 2012 - Present
Morgan Stanley   November 2010 - Present
HSBC Bank Canada   March 2009 - October 2010
HSBC   May 2006 - February 2009
Citigroup   2004 - 2005
Goldman Sachs   2003 - 2003

Education
McGill University   2000 — 2004
BComm, Finance

Maria SeufertMaria Seufert Buffalo/Niagara, New York Area
HSBC Years July 2014 - Present
Job Vice President Sr Global Cash Management Officer at HSBC
Industry Banking
Experience
HSBC   July 2014 - Present
RBS Citizens   November 2012 - July 2014
KeyBank   September 2008 - November 2012
KeyBank   August 2007 - August 2008

Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Banking, Commercial Banking, Operational Efficiency, Process Efficiency, Change Management, Supervisory Experience, Product Development, Project Management, Strategic Planning, Business Relationship..., Treasury Services, Strategy, Sales, Payments, Liquidity Management, Investments, Deposits, Credit Cards, Credit, Commercial Lending, CRM, ACH, Internet Banking, Lines Of Credit, Credit Analysis, Loans, Relationship Management, Consumer Lending

Education
Medaille College   2007 — 2008
MBA

St. John Fisher College   2002 — 2006
BA, Economics & Communications/Journalism

Ziwen (Betty) YUZiwen (Betty) YU Chicago, Illinois
HSBC Years August 2011 - May 2013
Job Analytics Client Consultant at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc.   August 2015 - Present
MSCI Inc.   December 2014 - February 2015
Quantitative Management Associates LLC   October 2014 - October 2014
HSBC   August 2011 - May 2013
CICC   January 2010 - May 2011
CITIC Securities   July 2009 - September 2009
ISI Group   February 2009 - March 2009
Mercer   July 2008 - September 2008

Skills
Bond Pricing, Customer Service, Underwriting, Bloomberg, Accounting, Comparative Analysis, Capital Markets, Syndications, Financial Analysis, Banking, Corporate Finance, Financial Modeling, Valuation, Emerging Markets, Fixed Income, Investments, Economics, Investment Banking, Matlab, Finance, Portfolio Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2014 — 2015
Master's degree, Finance

Peking University   2007 — 2010
Master's degree, Economics CCER

Peking University   2003 — 2007
Bachelor's degree, Economics, Journalism

Peter O'Connor, FRM, MScPeter O'Connor, FRM, MSc Vancouver, Canada Area
HSBC Years January 2008 - April 2010
Job OTC Derivative Pricing & Risk Analyst
Industry Financial Services
Experience
FINCAD   February 2014 - Present
BNY Mellon   April 2010 - March 2013
HSBC   January 2008 - April 2010
Davy   September 2006 - January 2008
University of Limerick   September 2005 - January 2006

Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Bloomberg, Financial Risk, Stress Testing, Scenario Analysis, Risk Management, Risk Reporting, OTC Derivative Pricing, Sovereign Debt, Fincad, Calypso, Data Warehousing, VBA, SAS, Project Management, Market Risk, Econometrics, Economic Policy, Economic Research, Financial Analysis, Financial Markets, Quantitative Analytics, Variance Analysis, Credit Risk, Counterparty Risk, Valuation Modeling, Dodd-Frank, AIMFD, Quantitative Finance, Valuation, Economics

Education
Global Association of Risk Professionals
FRM, Risk Management, Certified

University College Dublin (Institute of Bankers)   2006 — 2006
Certificate in Stockbroking, Financial Markets

University of Limerick   2005 — 2006
MSc, Financial Services, 2.1 degree - QCA 3.2 (out of 4)

National University of Ireland, Maynooth   2001 — 2004
BA, Economics & Finance, 2.1 degree - average grade 3% below 1st class threshold

Ard Scoil Phobal, Bantry   1996 — 2001

Wendy JeffersWendy Jeffers Cincinnati Area
HSBC Years March 2003 - October 2008
Job Mortgage Loan Officer with MainSource Bank
Industry Financial Services
Experience
MainSource Bank   May 2015 - Present
Fifth Third Bank   March 2012 - May 2015
HSBC   March 2003 - October 2008

Skills
Mortgage Lending, Banking, Investments, Refinance, Credit, Loans, Consumer Lending, FHA, USDA, Residential Mortgages, Loan Origination, Credit Analysis, Commercial Mortgages, First Time Home Buyers

Education
Maryville College
Bachelor's degree, Sociology

Evonne, Ruonan WangEvonne, Ruonan Wang Montreal, Canada Area
HSBC Years May 2014 - Present
Job Intern at HSBC Bank (China) Company Limited
Industry Higher Education
Experience
HSBC   May 2014 - Present
LBBW   May 2013 - July 2013
China Post Life Insurance Co Ltd   May 2012 - August 2012
New Channel   May 2010 - September 2010

Education
McGill University   2011 — 2015
B.A., Mathematics and Finance

Beijing NO.4 High School   2008 — 2011
General Science Stream Education

Noah LipnickNoah Lipnick United States
HSBC Years August 2008 - September 2009
Job Chinese Mandarin Teacher
Industry Education Management
Experience
The Williston Northampton School   August 2014 - Present
Hunter College   September 2011 - December 2013
Hunter College, Chinese Flagship Center   January 2011 - December 2013
China Smart Shipping Technologies   January 2010 - July 2010
HSBC   August 2008 - September 2009
Mingwell Technologies Co   May 2007 - February 2008

Skills
Spanish, Translation, Interpretation, Chinese, French, International Sales, Multilingual..., Business Development, Start-ups, Business Planning, English, Competitive Analysis, Management

Education
Hunter College   2011 — 2013
Master of Arts

McGill University   2001 — 2005
Bachelor of Arts

Xiaoyang (Cathleen) ChenXiaoyang (Cathleen) Chen Cambridge, Massachusetts
HSBC Years May 2013 - July 2013
Job ManagerIM Big Data Development at American Express
Industry Banking
Experience
American Express   January 2015 - Present
Altair Management Consultants   July 2014 - November 2014
Credit Suisse   January 2014 - March 2014
Pyramis Global Advisors   September 2013 - November 2013
HSBC   May 2013 - July 2013
Spire Research and Consulting   May 2012 - August 2012

Skills
Numerical Analysis, Vocal Music Grade 9, VBA, Data Analysis, C++, Databases, C, Python, R, SQL, Excel, XLminer, SAS, Risk Modeling, Financial Analysis, Data Mining, Machine Learning, Microsoft Excel

Education
MIT Sloan School of Management   2013 — 2014
Master's Degree, Finance

National University of Singapore   2009 — 2013
Bachelor's Degree, Double Degree in Industrial System Engineering and Business Administration, First Class Honors

University of Southern California   2012 — 2012
Bachelor's Degree

Tsinghua University   2011 — 2011
Summer Program

Vinod Kumar HarikrishnanVinod Kumar Harikrishnan Phoenix, Arizona Area
HSBC Years June 2013 - August 2013
Job Marketing Analyst at ClearCall Solutions
Industry Marketing and Advertising
Experience
ClearCall Solutions   September 2014 - Present
HSBC   June 2013 - August 2013
Raytheon   January 2013 - May 2013
The University of Arizona   August 2012 - December 2012
Aristotle Prep   August 2010 - July 2012
TATA Power   June 2009 - May 2012

Skills
Data Analysis, Project Planning, Financial Modeling, Project Management, Financial Analysis, Corporate Finance, Financial Reporting, Analytical Skills, Microsoft Excel, PowerPoint, SAS programming, SPSS, Business Analysis, Marketing, Problem Solving, Independent Thinking, Time Management, Engineering, Java, Networking, MS Project, Valuation, Investment Banking, Financial Statement..., Equity Research, Computer Proficiency, Highly motivated..., Integrity, Thrive in..., Oral & Written..., Adaptability, Cross-cultural Teams, Microsoft Word, Microsoft Office, Corporate Communications, SEC Financial Reporting, Leadership, Management, Business Strategy, Bloomberg, Portfolio Management, Investments, ThomsonOne

Education
University of Arizona, Eller College of Management   2012 — 2014
Master of Business Administration (MBA), Finance

Maulana Azad National Institute of Technology   2005 — 2009
Bachelor of Technology (B.Tech.), Electrical Engineering

D.A.V Senior Secondary School, Gopalapuram   2001 — 2005

Charlotte FeketeCharlotte Fekete Vancouver, Canada Area
HSBC Years March 2014 - Present
Job Senior Manager FCC & RC Regulatory Engagement at HSBC
Industry Financial Services
Experience
HSBC   March 2014 - Present
HSBC Bank Canada   March 2014 - Present
HSBC   August 1999 - March 2014
Clark Wilson LLP   1992 - 1998

Skills
Corporate Governance

Education
University of Toronto   1988 — 1991
Bachelor of Laws (LLB), Law

McGill University   1985 — 1988
Bachelor of Arts (B.A.), Philosophy

x

Jana SchiffJana Schiff Vancouver, Canada Area
HSBC Years July 2010 - March 2012
Job Contract Instructional Designer at First West Credit Union
Industry E-Learning
Experience
First West Credit Union   July 2014 - Present
Jana Schiff Consulting Ltd.   July 2013 - Present
Samsung Electronics   April 2014 - April 2015
Absolute Software   March 2012 - July 2013
HSBC   July 2010 - March 2012
Lambda Solutions   February 2010 - June 2010
Kodak Graphic Communications Canada   December 2007 - January 2010
University of British Columbia   2006 - 2007
Chancery Software   March 2005 - August 2005
Teligence Communications   2003 - 2005

Skills
E-Learning, Instructional Design, Needs Analysis, Training, Captivate, Instructor-led Training, Blended Learning, Project Management, Writing, Moodle, Adult Education, Technical Training, Employee Training, Learning Technology, Curriculum Development, Online Training, Social Learning, Curriculum Design, Distance Learning, E-learning Development, Educational Technology, Social Media, WebEx, Instructional Technology, Adobe Connect, Interactive Storytelling, SaaS

Education
University of Colorado Denver   2005 — 2007
Masters, Information and Learning Technology

McGill University   1988 — 1992
BA, History and Political Science

Ling WangLing Wang Greater New York City Area
HSBC Years November 2011 - March 2012
Job Senior quant developer at Alphadyne Asset Management
Industry Investment Banking
Experience
Alphadyne Asset Management   March 2015 - Present
JP Morgan, C. C. Banking   July 2014 - March 2015
Barclays   June 2012 - June 2014
HSBC   November 2011 - March 2012
TD Securities   June 2010 - September 2011
Credit Suisse   April 2009 - June 2010
Merrill Lynch   February 2007 - February 2009

Skills
C++, Interest Rate..., C#, Fixed Income, Credit Derivatives, Stochastic Calculus, Quantitative Finance, VBA, Monte Carlo Simulation, .NET, Risk Management, Derivatives, Multithreading, Java, Financial Modeling, Numerical Analysis, Matlab, SQL, Market Risk, GPU CUDA, MBS, Financial Risk, Electronic Trading, Equity Derivatives, Structured Products, Rates, Software Development, Trading Systems, Quantitative Analytics, Unix, FX Options, Python

Education
Massachusetts Institute of Technology
Phd, Nuclear Engineering

Tsinghua University
Bachelor of Science (BS), Physics

Matt EdstromMatt Edstrom Greater San Diego Area
HSBC Years May 2008 - October 2008
Job Sr. Director, Head of Marketing, ProFlowers at Providecommerce
Industry Internet
Experience
Provide Commerce   August 2012 - Present
ProFlowers   December 2008 - August 2012
HSBC   May 2008 - October 2008
HSBC   January 2007 - May 2008
HSBC   July 2005 - January 2007
McKinsey & Company   September 2002 - May 2005
Colgate-Palmolive   August 1995 - August 2000

Skills
Segmentation, Analytics, Competitive Analysis, Strategy, Management, Marketing, Database Marketing, Product Management, Pricing, Program Management, Cross-functional Team..., Email Marketing, Market Research, E-commerce, Direct Mail, Financial Modeling, Web Analytics, Budgets, Marketing Strategy

Education
Northwestern Univ. - Kellogg   2000 — 2002
MBA, Strategy, Finance, Operations

Northwestern University   2000 — 2002
Master’s Degree, Engineering Management

MIT   1991 — 1995
BS, Chemical Engineering

Melody XuMelody Xu Toronto, Canada Area
HSBC Years June 2011 - July 2013
Job Experienced Business Development Manager
Industry Banking
Experience
City of Mississauga   October 2013 - Present
HSBC   June 2011 - July 2013
ZTE   June 2010 - May 2011
City of Mississauga   January 2009 - April 2010
Deloitte & Touche   July 2008 - September 2008
ZTE Corpoation -Telecommunication Equipment and Service Provider   June 2004 - June 2007

Skills
Strategic planning,..., Credit and Risk analysis, Financial Modeling, Strategy, Business Planning, Management Consulting, Strategic Planning, Marketing, Business Strategy, Business Analysis, Project Management, Telecommunications, Program Management, Change Management, International Business..., Wireless, Cross-functional Team..., Management, Leadership, Analysis

Education
University of Oxford - Said Business School   2007 — 2008
MBA, Strategy, Marketing, Finance

McMaster University   1999 — 2003
Electrical & Electronic Engineering, Telecommunication

Maxime VanierMaxime Vanier Montreal, Canada Area
HSBC Years April 2011 - February 2014
Job Founder and Owner at Capital Eurêka Inc.
Industry Banking
Experience
Capital Eurêka Inc.   February 2014 - Present
HSBC   April 2011 - February 2014
Business Development Bank of Canada   April 2008 - April 2011
RBC   2005 - 2008

Skills
Banking, Commercial Banking, Corporate Finance, Credit Risk, Credit Analysis, Management Consulting, Finance, Financial Analysis, Portfolio Management, Credit, Relationship Management, Loans, Commercial Lending, Management, Mergers

Education
McGill University   1996 — 2000
B.A., Economics

Guy BudaGuy Buda Toronto, Canada Area
HSBC Years September 2012 - November 2013
Job Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank   November 2013 - Present
HSBC   September 2012 - November 2013
Kitchener-Waterloo Humane Society   December 2011 - April 2012
Wine Rack   2004 - 2011
CIBC   October 2007 - November 2009

Skills
Lesson Planning, Education, Assessment, Customer Service, Social Media, Sales, Social Networking, Training, Financial Advising, Event Planning, Public Speaking, Sales Management, Staff Training, Italian, Marketing, Fundraising, Investment Banking, Risk Management

Education
Medaille College   2009 — 2010
Masters, Science of Education

York University   2003 — 2007
Honours B.A., History

Daniel ChenDaniel Chen New York, New York
HSBC Years January 2009 - January 2009
Job Tech entrepreneur
Industry Computer Software
Experience
Slide   March 2014 - February 2015
Accenture   2011 - 2014
Nomura International   May 2010 - August 2010
Standard Chartered Bank   January 2010 - January 2010
HSBC   January 2009 - January 2009
Lehman Brothers   May 2008 - August 2008

Skills
Business Strategy, Market Research, Data Analysis, Program Management, Project Management, Chinese, Financial Analysis, Growth Strategies, Business Transformation, Management Consulting, Performance Management, Mergers & Acquisitions, Strategy, Financial Modeling, Analytics, Business Operations, Analysis, Investment Banking, Entrepreneurship

Education
Turtle Rock Elementary School

Massachusetts Institute of Technology
BS, Materials Engineering and Management (Finance)

Sage Hill

Gillian Jueru ZhouGillian Jueru Zhou Boston, Massachusetts
HSBC Years January 2010 - May 2012
Job MBA Student at Massachusetts Institute of Technology Sloan School of Management
Industry Investment Management
Experience
Microsoft   May 2014 - August 2014
HSBC   January 2010 - May 2012
HSBC   July 2008 - December 2009
Ford Motor Company   January 2007 - October 2007

Skills
Financial Analysis, Corporate Finance, Valuation, Portfolio Management, Project Management, Business Analysis, Business Strategy, Emerging Markets, Due Diligence, Management Consulting, Entrepreneurship, Financial Modeling

Education
MIT Sloan School of Management   2013 — 2015
Master of Business Administration (M.B.A.), Finance Track

Shanghai Jiao Tong University   2005 — 2008
Master's degree

Shanghai Jiao Tong University   2001 — 2005
Bachelor's degree

Shanghai No. 3 Girls' School   1994 — 2001

Thomas Lydall CPA, CAThomas Lydall CPA, CA Greater Los Angeles Area
HSBC Years May 2008 - August 2008
Job Manager at PwC
Industry Accounting
Experience
PwC   June 2015 - Present
PwC   November 2013 - Present
PwC   September 2009 - October 2013
HSBC   May 2008 - August 2008

Skills
Financial Accounting, Accounting, Mining, Financial Reporting, Audit, Auditing, Political Economy, Political Science, Sarbanes-Oxley Act, Tax, Finance, Financial Modeling, External Audit, Internal Controls, GAAP

Education
McMaster University   2005 — 2009
Political Science, Political Economics

UWC   2003 — 2005

ISHCMC

Qianwen ZhuQianwen Zhu Greater Boston Area
HSBC Years June 2011 - July 2011
Job Massachusetts Institute of TechnologyMFin Program
Industry Financial Services
Experience
China Merchants Securities   June 2012 - August 2012
University of Wisconsin-Madison   January 2011 - December 2011
IBM   July 2011 - August 2011
HSBC   June 2011 - July 2011

Skills
Language: Proficient in..., Computer: Familiar with..., Finance, Analysis, Due Diligence, Microsoft Excel, Research, Banking, Data Analysis, Financial Modeling, Securities, Bloomberg, Valuation, Investment Banking

Education
Massachusetts Institute of Technology - Sloan School of Management   2013 — 2014
Master of Finance, Finance, General

University of Wisconsin-Madison   2010 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.7

David SimonettiDavid Simonetti Montreal, Canada Area
HSBC Years July 2003 - December 2005
Job Director of Sales (Quebec) at Data Group
Industry Printing
Experience
The DATA Group   August 2015 - Present
First Canadian Title   January 2012 - July 2015
Laurentian Bank   January 2006 - December 2011
HSBC   July 2003 - December 2005

Skills
Sales Management, Motivated self-starter, Autonomous, Goal Oriented, Customer Experience, Banking, Sales, Loans, New Business Development, Team Leadership, Strategic Planning, Business Strategy, Business Development, Risk Management, Team Management, Leadership, Negotiation, Team Building, Finance

Education
McGill University   2000 — 2004
Bachelor of Commerce (B.Com.), Finance, General

Upper Canada College   1996 — 1999
High School/Secondary Diplomas and Certificates

Lower Canada College

Lower Canada College

Fraser WaldronFraser Waldron Vancouver, Canada Area
HSBC Years 2012 - Present
Job Premier Relationship Manager at HSBC Bank Canada
Industry Financial Services
Experience
HSBC   2012 - Present
Freedom 55 Financial   2011 - 2012

Skills
Wealth Management, Critical Illness, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth, Portfolio Management, Investment Advisory, Income Protection, Financial Planners, Retirement, Financial Advisory, Investment Strategies

Education
McGill University   2010 — 2011
French

Simon Fraser University   2005 — 2010
Political Science

Edward D. WeinbergerEdward D. Weinberger New York, New York
HSBC Years March 1992 - November 1994
Job Visiting Assistant Professor of Finance at Clark University
Industry Capital Markets
Experience
Clark University   August 2014 - Present
Weinberger Post-Quantitative, Inc.   February 2006 - Present
NYU Polytechnic School of Engineering   January 2000 - Present
Bank of America   October 2012 - May 2014
KPMG Advisory   April 2005 - February 2006
Deutsche Bank   November 1994 - January 2002
HSBC   March 1992 - November 1994
Max Planck Institute for Biophysical Chemistry   1989 - 1991
Max Planck Institute for Biophysical Chemistry   1989 - 1991
Max Planck Institute for Biophysical Chemistry   1989 - 1991

Skills
Applied Mathematics, Mathematical Modeling, Derivatives, Credit, Financial Markets, Statistics, Market Risk, Financial Risk, Credit Risk, Equities, Risk Management, Portfolio Management, Investment Banking, Fixed Income, Quantitative Finance, VBA, Options, Interest Rate...

Education
New York University   1981 — 1987
Ph.D., applied mathematics

Massachusetts Institute of Technology   1969 — 1973
B.S., Mathematics

Mike SchierholtzMike Schierholtz Toronto, Canada Area
HSBC Years 2000 - 2001
Job Infrastructure Project Coordinator at ING DIRECT Canada
Industry Information Technology and Services
Experience
Tangerine   April 2011 - Present
Shoppers Drug Mart   November 2006 - December 2010
ING Direct   February 2004 - November 2006
American Express   February 2003 - February 2004
Bell Canada   2001 - 2002
MLHSBC   2000 - 2001
HSBC   2000 - 2001
Rogers   September 1998 - May 1999
Netcom   1999 - 1999
at&t Canada   1999 - 1999

Skills
SDLC, Project Management, IT Strategy, Program Management, Integration, Business Analysis, Project Portfolio..., Management, Change Management, PMP, Project Delivery, Software Project..., Vendor Management, SOA

Education
McMaster University   1980 — 1984
Honours B.Sc.

Fenelon Falls Secondary School   1975 — 1980

Ken KozakKen Kozak Greater Boston Area
HSBC Years July 2002 - April 2009
Job Sr. Loan Officer at radius financial group inc.
Industry Financial Services
Experience
radius financial group inc.   February 2014 - Present
Poli Mortgage Group   August 2009 - February 2014
HSBC   July 2002 - April 2009
TAC Worldwide   November 1995 - July 2002

Skills
Real Estate, Mortgage Lending, Refinance, Loan Origination, New Business Development, Loans, Sales, Referrals, VA loans, FHA, Residential Mortgages, Mortgage Banking, USDA, FHA financing, Credit, First Time Home Buyers, Government Loans, Consumer Lending, VA Loans, FHA Financing

Education
Massachusetts College of Liberal Arts   1991 — 1994
Bachelors, Sociology/Psychology

Christy Trang LeChristy Trang Le Greater Boston Area
HSBC Years January 2006 - November 2007
Job CFO at Misfit Wearables
Industry Health, Wellness and Fitness
Experience
Misfit Wearables   February 2013 - Present
McKinsey & Company   May 2011 - February 2013
Leading Business Club   November 2007 - August 2009
HSBC   January 2006 - November 2007

Skills
Business Strategy, Management Consulting, Financial Modeling, Entrepreneurship, Strategy, Corporate Finance, Valuation, Venture Capital, Private Equity, Start-ups, Strategic Planning, Market Research, Analytics, Investment Banking, Emerging Markets, Business Development, Due Diligence, Mergers, New Business Development, Investments

Education
Massachusetts Institute of Technology - Sloan School of Management   2009 — 2011
MBA, Entrepreneurship & Innovation

University of Oxford   2003 — 2005
MPhil, Economics

University of Oxford - Said Business School   2000 — 2003
BA (Hon), Economics and Management

Cau Kieu

Cau Kieu

Nora CababeNora Cababe Montreal, Canada Area
HSBC Years September 1997 - January 2002
Job Portfolio Management Financial Analysis
Industry Financial Services
Experience
Fednav (largest ocean-going, dry-bulk ship owning and chartering group)   April 2007 - June 2009
Harris-Stratex (Leading supplier of wireless network solutions (digital radios)   June 2002 - June 2006
HSBC   September 1997 - January 2002
Bluestone Capital   January 1996 - May 1997
Ministry of Development, Industry and Foreign Trade   September 1992 - June 1995
Citibank   March 1984 - September 1992

Skills
Tarot

Education
McGill University   1997 — 2001
CMA Degree, Accounting

Canadian Securities Institute   1995 — 1995
Canadian Securities Degree, Stocks - Bonds - Mutual Funds

St. John's University, The Peter J. Tobin College of Business   1979 — 1983
Bachelor of Sciences, Economics-International Management

Elaine Taylor, MBAElaine Taylor, MBA Buffalo/Niagara, New York Area
HSBC Years January 2012 - September 2013
Job Client Recruitment Specialist
Industry Human Resources
Experience
Allegis Global Solutions   March 2015 - Present
Allegis Global Solutions for HSBC   September 2013 - March 2015
HSBC   January 2012 - September 2013
Roswell Park Cancer Institute   February 2011 - July 2011
M&T Bank   2010 - February 2011
Multisorb Technologies   May 2010 - August 2010

Education
Walden University   2013 — 2016
Master’s Degree, Human Resources Development

Medaille College   2008 — 2010
MBA, Business Administration and Management, General

State University of New York College at Buffalo   2003 — 2005
B.S. Busines Administration

Sungeun jinSungeun jin New York, New York
HSBC Years November 2005 - June 2012
Job VP at HSBC Bank USA, N.A.
Industry Financial Services
Experience
HSBC Bank USA, N.A.   August 2015 - Present
PwC   August 2014 - August 2015
MIT Sloan School of Management   August 2012 - June 2014
HSBC   November 2005 - June 2012
Prudential Life Insurance of Korea   April 2002 - November 2005

Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Business Strategy, Product Management, Due Diligence, Financial Analysis, Investment Banking, Market Analysis, Management Consulting, Investments, Market Research, Project Management, Strategic Planning, Analytics, Strategy, Business Planning

Education
MIT Sloan School of Management   2012 — 2014
Master of Business Administration (MBA)

Hankuk University of Foreign Studies   1997 — 2002
Bachelor of Arts (BA), English

Olivier ProvostOlivier Provost Toronto, Canada Area
HSBC Years June 2015 - Present
Job Debt Finance Origination Analyst
Industry Banking
Experience
HSBC   June 2015 - Present
HSBC   September 2014 - June 2015
HSBC   July 2012 - September 2014
Scotiabank   May 2011 - August 2011

Education
McGill University   2009 — 2012
Bachelor of Commerce (BCom)

James ForsythJames Forsyth New York, New York
HSBC Years September 2006 - August 2010
Job Executive Vice President at Vinous
Industry Financial Services
Experience
Vinous   August 2013 - Present
Chartis   July 2012 - July 2013
MIT Sloan School of Management   September 2010 - July 2012
HSBC   September 2006 - August 2010
House of Commons   June 2006 - August 2006
FreshMinds   January 2006 - March 2006
Rothschild   July 2005 - September 2005

Skills
Financial Modeling, Valuation, Strategy, Business Strategy, Entrepreneurship, Corporate Finance, Management Consulting, Private Equity, Venture Capital, Emerging Markets, Financial Analysis, Due Diligence, Competitive Analysis, Product Management, Analytics, Public Speaking

Education
Massachusetts Institute of Technology - Sloan School of Management   2010 — 2012
MBA, Business

University of Oxford   2002 — 2005
Bachelor of Arts (B.A.), PPE

Colleen GilkisonColleen Gilkison Greater Chicago Area
HSBC Years March 2001 - September 2009
Job Team Lead/Supervisor at TicketsNow.com
Industry Consumer Services
Experience
TicketsNow.com   November 2009 - Present
hsbc   March 2001 - September 2009
jp morgan chase   December 1980 - May 2001
HSBC Card Services   April 2000 - March 2001
JP Morgan Chase   August 1999 - April 2000

Skills
Call Center, Customer Service, Customer Satisfaction, Team Building, Process Improvement, Customer Experience, Training, Leadership, Customer Retention, Call Centers, Cross-functional Team..., Time Management

Education
McHenry County College
business

Zhan LiZhan Li Los Angeles, California
HSBC Years February 2005 - December 2006
Job Board Director at World Future Society
Industry Research
Experience
Data4America   August 2015 - Present
World Future Society   January 2015 - Present
USC Thoughtform   May 2013 - Present
USC Annenberg School for Communication & Journalism   August 2007 - December 2014
University of Southern California   February 2009 - August 2012
HSBC   February 2005 - December 2006

Skills
Qualitative Research, Strategic Thinking, Research, Quantitative Research, Policy Analysis, Research Design, Higher Education, Strategic Communications, Public Policy, Training, Public Speaking

Education
University of Southern California   2007 — 2014
PhD, Organizational Communication

Massachusetts Institute of Technology   2001 — 2003
SM, Comparative Media Studies

University of Cambridge   2000 — 2001
MPhil, Social Anthropology

University of Cambridge   1997 — 2000
BA, Social and Political Sciences, Double First Class Honours

Ishraq KarimIshraq Karim Cambridge, Massachusetts
HSBC Years June 2013 - July 2015
Job MBA Candidate, Class of 2017 at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management   2015 - Present
HSBC   June 2013 - July 2015
HSBC   October 2012 - May 2013
HSBC   April 2012 - September 2012
HSBC   December 2009 - March 2012
Mentors' Education   January 2009 - December 2009

Education
Massachusetts Institute of Technology - Sloan School of Management   2015 — 2017
Masters of Business Administration (MBA)

Institute of Business Administration, University of Dhaka   2006 — 2009
Bachelor of Business Administration (B.B.A.), Major: Finance, Minor: Economics, 3.90 / 4.00

Blaine MoenBlaine Moen Sioux Falls, South Dakota
HSBC Years 1997 - 2009
Job Business Operations Manager at CNA Surety
Industry Insurance
Experience
CNA Surety   October 2009 - Present
CNA Surety   October 2009 - Present
HSBC   1997 - 2009
HSBC   1997 - 2009
HSBC   1997 - 2009

Skills
Call Centers, Quality Assurance, Process Improvement, Business Analysis, Risk Management, Vendor Management, Insurance, Financial Analysis, Program Management, Business Process..., Change Management, Cross-functional Team..., Business Intelligence, Underwriting

Education
Mayville State University

Hanan HelmyHanan Helmy Toronto, Canada Area
HSBC Years June 2008 - July 2008
Job Smart Specialist at MercedesBenz Canada
Industry Automotive
Experience
Mercedes-Benz Canada   July 2014 - Present
Marcus Evans   2013 - June 2014
BMO Financial Group   May 2012 - June 2013
HSBC   June 2008 - July 2008
HSBC   January 2008 - February 2008
General Motors (Mannai Corporation)   May 2006 - September 2006

Skills
Sales, Marketing, Market Research, Public Relations, Customer Service, Customer Satisfaction, Banking, Online Research, Customer Insight, Management, Customer Acquisition, Customer Support, Data Analysis, Data Management, Marketing Research, Fundraising, Public Speaking, Analysis, Teamwork, Marketing Communications, Customer Oriented, Leadership, Marketing Strategy, Microsoft Office, Team Leadership

Education
McGill University   2010 — 2012
Graduate Diploma, Public Relations Management

The American University in Cairo   2005 — 2010
Bachelor’s Degree, Mass Communication/Media Studies, 3.0/4.0 B

Abdulrahman FereiduniAbdulrahman Fereiduni Montreal, Canada Area
HSBC Years June 2009 - July 2009
Job Integration Analyst, Financial Systems at SNCLavalin
Industry Information Technology and Services
Experience
SNC-Lavalin   March 2015 - Present
SNC-Lavalin   January 2014 - March 2015
Digital Shape Technologies Inc.   June 2012 - December 2013
APlus Tutorials   September 2011 - February 2013
McGill University   September 2010 - December 2010
HSBC   June 2009 - July 2009

Skills
Finance, Financial Analysis, Financial Modeling, Analysis, Financial Systems, Microsoft Excel, Process Improvement, Business Transformation, Business Analysis, Project Management, Data Analysis, SQL, Microsoft Office, PowerPoint, Oracle E-Business Suite, Economics, Microsoft Word, Teamwork, Fund Of Funds, Software Documentation, Hedge Funds, Financial Reporting, Software Quality..., Oracle SQL Developer, Corporate Finance

Education
McGill University   2007 — 2011
B.A., Joint Honours in Economics and Finance

London School of Economics and Political Science   2009 — 2009
Summer Program in Beijing, China

Joshua G. HerschbergJoshua G. Herschberg Boca Raton, Florida
HSBC Years October 1997 - February 2007
Job Director of Acquisitions at F.I.A. Capital Partners, LLC
Industry Banking
Experience
F.I.A. Capital Partners, LLC   February 2015 - Present
HSBC Bank USA   December 2012 - January 2015
Morgan Stanley Smith Barney   August 2010 - July 2012
Merrill Lynch   March 2007 - July 2010
HSBC   October 1997 - February 2007
Republic Financial Services NY   1997 - 2000
Legal Aid Society   1989 - 1997

Skills
Wealth Management, Financial Structuring, Portfolio Management, Investments, Estate Planning, Retirement Planning, Banking, Equities, Credit, Asset Managment, Finance, Strategic Financial..., Series 7, Mortgage Lending, Securities, Mutual Funds, Investment Advisory, Series 63, Financial Planners, Financial Markets, Asset Management, Insurance, Retirement, Mergers & Acquisitions, Small Business, Management, Wealth Management..., Alternative Investments, High Net Worth..., Financial Advisory, Financial Services, Loans, Fixed Income, Fixed Annuities, Zabbix, Asset Allocation, Financial Planning, Strategic Planning, Public Speaking, Leadership, Financial Analysis, Customer Service, Risk Management, Marketing, Due Diligence, Sales, Financial Modeling, Microsoft Office, Negotiation, Marketing Strategy

Education
Maurice A. Deane School of Law at Hofstra University   1985 — 1988
JD, Law

Queens College   1980 — 1984
BA, Psychology

Yeshivat Shaalvim   1980 — 1981
Jewish law

Yeshiva of Far Rockaway   1976 — 1979
HS, HS Diploma

Kin ChinKin Chin Toronto, Canada Area
HSBC Years January 1999 - October 2000
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock   November 2012 - Present
BlackRock   July 2011 - November 2012
MERCER   October 2000 - July 2011
HSBC   January 1999 - October 2000

Education
CAIA Association
CAIA

CFA Institute
CFA

McGill University
B Comm

York University - Schulich School of Business
MBA

Anita Counter- WoolfendenAnita Counter- Woolfenden Toronto, Canada Area
HSBC Years April 2009 - April 2012
Job TransUnion
Industry Financial Services
Experience
TransUnion   June 2014 - Present
CDSPI   April 2012 - June 2014
HSBC   April 2009 - April 2012
TD Bank   June 2006 - April 2009
RBC   January 2004 - June 2006
RBC   January 2001 - January 2004
RBC Royal Direct Call Center   January 1998 - January 2001
RBC Royal Direct Call Center   January 1997 - January 1998
RBC Royal Direct Call Center   January 1996 - January 1997

Skills
Sales Management, Marketing Strategy, Retail Banking, Organizational Change, Social Media Marketing, Call Center, Internal Communications, Executive Media Training, Contact Management, Change Management, Training, Strategy, Business Development, Strategic Planning, Marketing, CRM, Management Consulting, Financial Services, Investments, Banking, Customer Experience, Segmentation, Mutual Funds, Sales, Competitive Analysis, New Business Development, Account Management, Management, Wealth Management, Team Building, Leadership, Project Management, Risk Management, Strategic Financial..., Credit, Team Leadership, Insurance, Human Resources, Portfolio Management, Relationship Management, Talent Management

Education
McMaster University
BA

Institute of Canadian Bankers (ICB)

Garrett SchweglerGarrett Schwegler San Francisco Bay Area
HSBC Years June 2010 - November 2011
Job Manager of Ship from Store at West Marine Inc
Industry Retail
Experience
West Marine   July 2015 - Present
West Marine   September 2012 - July 2015
M&T Bank   October 2011 - September 2012
Newtrend Furniture Inc.   April 2009 - April 2012
HSBC   June 2010 - November 2011
West Marine   April 2004 - July 2009
M&T Bank   July 2008 - August 2008

Skills
Banking, CRM

Education
Medaille College   2009 — 2011
MBA, Business

Saint Bonaventure University   2005 — 2009
BBA, Management Sciences

Jasmin Shah SamraJasmin Shah Samra Toronto, Canada Area
HSBC Years June 2008 - April 2012
Job Senior Manager Personal Credit Centre Real Estate Secured Lending at TD
Industry Financial Services
Experience
TD   February 2013 - Present
HSBC   June 2008 - April 2012

Skills
Result Driven, Team Leadership, Change Leadership, Sales Management, Outstanding Customer..., Audit, Result Oriented, Mortgage Lending, Consumer Lending, Underwriting, Credit, Loans, Branch Management, Change Management, Sales, Leadership, Customer Service, Insurance, Credit Analysis, Auditing, Performance Management, Banking, Management, Home Equity Loans, Credit Cards, Credit Risk, Relationship Management, Cross Selling, Mortgage Underwriting, Refinance, Residential Mortgages, Risk Management, Finance

Education
University of Toronto at Scarborough   2004 — 2008
Bachelor of Science (B.Sc.), Psychology & Biological Anthropology

McMaster University
Certificate of Completion, Advanced Management Program

Kate SymesKate Symes Toronto, Canada Area
HSBC Years February 2014 - Present
Job Senior Manager, Commercial Banking Head Office at HSBC
Industry Financial Services
Experience
HSBC   February 2014 - Present
HSBC   August 2010 - February 2014
HSBC   May 2007 - August 2010
HSBC   July 2006 - May 2007

Education
McGill University   2002 — 2006
Bachelor’s Degree, Finance and International Business

Brian Yin, CFABrian Yin, CFA Greater New York City Area
HSBC Years July 2013 - April 2015
Job VP Capital Planning
Industry Financial Services
Experience
HSBC   July 2013 - April 2015
Houlihan Lokey   2007 - 2012
Houlihan Lokey   2006 - 2006
Bloomberg   1999 - 2005
Refco Futures (Canada) Ltd.   May 1998 - August 1998

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
Master of Business Administration (MBA)

McGill University   1995 — 1999
Bachelor of Commerce (B.Comm.)

Claire PanClaire Pan Cambridge, Massachusetts
HSBC Years May 2009 - June 2009
Job Master of Finance at MIT Sloan School of Management
Industry Financial Services
Experience
Huatai-PineBridge   January 2014 - Present
MIT Sloan School of Management   July 2012 - June 2013
Merrill Lynch   May 2011 - August 2011
CICC   July 2010 - August 2010
CITIC Securities   June 2010 - June 2010
HSBC   May 2009 - June 2009

Skills
Matlab, Microsoft Excel, Accounting, Financial Modeling, Bloomberg, Mandarin, Quantitative Analytics, Financial Analysis, Valuation, PowerPoint, Analysis, Investments

Education
Massachusetts Institute of Technology - Sloan School of Management   2012 — 2013
Master of Finance

Washington University in St. Louis - Olin Business School   2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics

Jianping High School

Jennifer BerrymanJennifer Berryman Columbia, South Carolina
HSBC Years March 1989 - August 1997
Job Senior Administrative Associate, Blue Cross Blue Shield of South Carolina
Industry Hospital & Health Care
Experience
BlueCross BlueShield of South Carolina   August 2015 - Present
University at Buffalo   January 2011 - June 2015
Ingram Micro   August 2006 - September 2010
Ingram Micro   2004 - 2006
Ingram Micro   1999 - 2004
Ingram Micro   1997 - 1999
HSBC   March 1989 - August 1997

Skills
Notary Public, Board Relations, Committee Management, Access, PowerPoint, Outlook, Visio, Human Resources, SharePoint, Microsoft Office, Microsoft Excel, Marketing, Management, Recruiting, Event Planning, New Business Development, Salesforce.com, Administrative..., Customer Service, Sales, Training, CRM, Committees, Leadership, Sales Management, Account Management, Fundraising, Program Management, Nonprofits, Time Management, Teamwork, Social Media, Process Scheduler, Employee Benefits, Networking, Public Speaking, Team Building, Analysis, Healthcare, Forecasting, Customer Satisfaction, Cross-functional Team..., Team Leadership, Microsoft Word, Advertising, Payroll, PeopleSoft, Interviews, Research, Community Outreach

Education
Medaille College   1994 — 1997
Business Management

Kenmore West Sr. High School   1984 — 1988
Focus on Cosmetology, Cosmetology

Hussain JessaniHussain Jessani Toronto, Canada Area
HSBC Years June 2010 - September 2010
Job Automotive Lubricants Territory Manager at Imperial Oil
Industry Oil & Energy
Experience
Imperial Oil   October 2014 - Present
Imperial Oil   May 2013 - September 2014
Steel Canada Limited   January 2012 - August 2012
Solart Group   February 2011 - December 2011
HSBC   June 2010 - September 2010
NJI LIFE INSURANCE   May 2009 - August 2009

Skills
Microsoft Excel, Customer Service, Microsoft Office, Accounting, Financial Analysis, Analysis, Negotiation, PowerPoint, Teamwork, Financial Modeling, Team Building, Microsoft Word, Forecasting, Sales, Visio, Access, Sales Management, Leadership, New Business Development, Business Development, Account Reconciliation, Auditing, Strategic Planning, Internal Controls, Marketing Strategy

Education
McGill University   2008 — 2012
Bachelor of Commerce (B.Com.), Finance, International Business & Entrepreurship

McGill University   2008 — 2012
Bachelor of Commerce (B.Com.), Finance and International Business

Billy Burke, CFABilly Burke, CFA Greater New York City Area
HSBC Years April 2007 - Present
Job Vice President, Structured Credit Products at HSBC
Industry Financial Services
Experience
HSBC   April 2007 - Present
HSBC   September 2006 - April 2007

Skills
Portfolio Management, Credit, Fixed Income, Credit Risk, Derivatives, Capital Markets, Credit Analysis, Investments, Financial Modeling, Banking

Education
Massachusetts Institute of Technology   2002 — 2006
Bachelor of Science (BS), Economics

Ariane SchumacherAriane Schumacher Montreal, Canada Area
HSBC Years June 2006 - August 2006
Job Financial analyst, Luxury Division at L'Oréal
Industry Financial Services
Experience
L'Oréal   February 2014 - Present
L'Oréal   January 2012 - January 2014
Deutsche Bank   June 2011 - July 2011
Oliver Wyman   May 2009 - June 2009
HSBC   June 2006 - August 2006

Skills
Financial Analysis, Microsoft Excel, PowerPoint, SAP, VBA

Education
McGill University   2008 — 2011
Bachelor's Degree, Finance & International Business

Freie Universität, Berlin, Germany   2010 — 2010
Intensive German language course

College Stanislas   2007 — 2008
Obtained French Baccalaureate in Economy with Honours

Robert DomankoRobert Domanko New York, New York
HSBC Years May 2012 - Present
Job HSBC Head of Institutional Equity Derivative Sales
Industry Banking
Experience
HSBC   May 2012 - Present
Morgan Stanley   2009 - 2012
Merrill Lynch   2005 - 2009
Goldman Sachs   1999 - 2005

Skills
FX Options, Portfolio Management, Investments, Swaps, FINRA, Equity Trading, Financial Analysis, Commodity, Derivatives, Electronic Trading, Structured Products, Emerging Markets, Fixed Income, Investment Banking, Capital Markets, Equity Derivatives, Hedge Funds

Education
McGill University

Guanghao SunGuanghao Sun Toronto, Canada Area
HSBC Years July 2009 - September 2009
Job Business Manager at Industrial and Commercial Bank of China (Canada)
Industry Financial Services
Experience
Industrial and Commercial Bank of China (Canada)   October 2013 - Present
RBC Dominion Securities   September 2012 - September 2013
DongXing Securities Ltd   May 2011 - June 2011
HSBC   July 2009 - September 2009

Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Economics, Capital IQ, Equities, Investments, Mandarin, Equity Research, Fixed Income, Investment Banking, Bloomberg Terminal, Portfolio Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2011 — 2012
Master, Finance

University of Toronto   2007 — 2011
Bachelor of Science (B.Sc.), Financial Economics

Bob KoenigBob Koenig Charlotte, North Carolina Area
HSBC Years February 2002 - February 2008
Job Director, Quality Assurance, Business Systems Engineering at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group   February 2008 - Present
HSBC   February 2002 - February 2008
Questcon Technologies   August 1999 - January 2002
AT&T   May 1996 - August 1999
NCR Federal Systems   March 1992 - May 1996
Robert Bosch Corporation   June 1986 - August 1989

Skills
Quality Center, Testing, Quality Assurance, Test Management, Regression Testing, QTP, LoadRunner, Performance Testing, SQL, SDLC, Process Improvement, WinRunner, Unix Shell Scripting, Quality Management, Software Project..., MySQL, User Acceptance Testing, Performance Center, Business Process..., Waterfall, Release Management, Software Quality..., Test Planning, Test Automation, PL/SQL, Requirements Gathering, SharePoint, Shell Scripting, Microsoft SQL Server, HP Quality Center, Visio, Requirements Analysis, Team Leadership

Education
University of South Carolina-Columbia   1990 — 1991
B.S., Mechanical Engineering

Massachusetts Institute of Technology   1981 — 1986
Mechani

Emily McCanceEmily McCance Vancouver, Canada Area
HSBC Years July 2011 - December 2012
Job Liquidity Manager at Central 1 Credit Union
Industry Financial Services
Experience
Central 1 Credit Union   August 2014 - Present
Rose Charities Canada   May 2013 - Present
Central 1 Credit Union   March 2014 - August 2014
Central 1 Credit Union   December 2012 - March 2014
HSBC   July 2011 - December 2012
HSBC Commercial Banking   July 2011 - December 2012
SRS Microfinance   March 2010 - May 2010
VANOC   September 2009 - February 2010
Chubb Insurance   May 2008 - August 2008
Gymnastics BC   January 2004 - June 2006

Skills
Financial Analysis, Risk Management, Strategic Financial..., Strategic Planning, Business Strategy, Team Leadership, Microsoft Excel, Accounting, Finance

Education
McGill University   2005 — 2009
BCom, Economics & Finance

CMA British Columbia   2012 — 2014
CPA, CMA

Sagar B. GuptaSagar B. Gupta Toronto, Canada Area
HSBC Years December 2012 - October 2013
Job Mobile Marketing Specialist
Industry Market Research
Experience
Northern VIP   December 2014 - Present
Baker Hughes   October 2013 - Present
HSBC   December 2012 - October 2013
Bell   April 2012 - August 2012

Education
McGill University   2007 — 2011
Bachelor of Science (B.Sc.), Geography

Ryerson University   2012 — 2012
Post-Graduate Certificate, Applied Digital Geography and GIS

Dana FazioDana Fazio Orange County, California Area
HSBC Years 2001 - 2008
Job Wholesale Underwriter
Industry Financial Services
Experience
Stearns Lending (NMLS #1854)   June 2015 - Present
Greenlight Loans   November 2014 - Present
Nationstar Mortgage Special Servicing   March 2013 - Present
Wells Fargo Home Mortgage   September 2012 - March 2013
Citibank   September 2010 - February 2012
HSBC   2001 - 2008

Education
Maryville University of Saint Louis   2008 — 2010
Bachelor's degree

Robert Morris College
Associate's degree, Business Administration and Management, General

Laurie Bortolotti-CagnonLaurie Bortolotti-Cagnon Providence, Rhode Island Area
HSBC Years December 2001 - March 2004
Job Regional Account Manager at Caltex Protective Coatings
Industry Financial Services
Experience
Cal-tex Protective Coatings   May 2014 - Present
Huntington National Bank   January 2011 - May 2014
B to B innovations   July 2009 - January 2011
Mitsubishi Motor Credit   January 2007 - July 2009
Mitsubishi Motors North America   2007 - July 2009
Capital One Auto Finance   2005 - 2007
HSBC   December 2001 - March 2004

Skills
Vehicles, Consumer Lending, Underwriting, Credit Analysis, Customer Satisfaction, Sales, Profit, Financial Services, Customer Retention, Retail, Sales Operations, Banking, Customer Service, Sales Process, Dealers, Negotiation, New Business Development, Forecasting, Pricing, Selling, Automobile, Team Building, Mortgage Lending, Sales Management, Marketing, Automotive, Portfolio Management, Management

Education
Massachusetts Bay Community College   1978 — 1980

Estanislao FidelholtzEstanislao Fidelholtz Greater New York City Area
HSBC Years November 2008 - March 2010
Job Vice President EM Derivatives at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank   June 2014 - Present
Nomura   December 2009 - June 2014
HSBC   November 2008 - March 2010
Lehman Brothers   June 2006 - November 2008
Banco de México   June 2005 - September 2005

Skills
FX Options, Derivatives, Fixed Income, Trading, Financial Structuring, Credit, Foreign Exchange, Rates, Capital Markets, Equities, Investment Banking, Hedge Funds, Bloomberg, Financial Modeling, Trading Systems, Electronic Trading, Options, Credit Derivatives, Interest Rate..., Equity Derivatives, Market Risk

Education
MIT   2000 — 2006
M.Eng.

MIT   2000 — 2004
Bachelor of Science (BS)

MIT   2000 — 2004
Bachelor of Science (BS)

Ruthu SreebashyamRuthu Sreebashyam Santa Clara, California
HSBC Years May 2003 - December 2004
Job Senior Product Marketing Manager at Personagraph
Industry Marketing and Advertising
Experience
Personagraph   Agency Manager, Australia & New ZealandGoogleApril 2009 - June 2012
Google   April 2008 - April 2009
Google   January 2005 - March 2008
HSBC   May 2003 - December 2004

Skills
Search Advertising, Online Advertising, Advertising Sales, Client Relationship..., Google Adwords, CRM, Advertising, Mobile Marketing, SEM, PPC, Web Analytics, Mobile Advertising, Digital Marketing, Google Analytics, Strategy, Management, Display Advertising, Analytics, Marketing, Digital Strategy, Online Marketing, Product Marketing

Education
MIT   2012 — 2014
Master's degree, System Design and Management, Engineering Management

St. Francis   2000 — 2003
Bachelor of Commerce (B.Com.), Marketing

Villa Marie   1998 — 2000
Intermediate, Maths, Physics & Chemistry

Bill GarveyBill Garvey Greater New York City Area
HSBC Years August 2009 - July 2012
Job Corporate Bond Trader at Santander
Industry Financial Services
Experience
Santander Investment Securities Inc   June 2015 - Present
Nomura Securities   October 2012 - February 2015
HSBC   August 2009 - July 2012
Barclays   January 2006 - October 2008
Merrill Lynch   2003 - 2006

Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Capital Markets, Fixed Income, Trading, Bloomberg, Hedge Funds, Derivatives

Education
MIT   1999 — 2003
Bachelor of Science (BS), Management Science

Dominic RicciDominic Ricci Greater New York City Area
HSBC Years April 2009 - Present
Job Market Risk Manager at HSBC New York
Industry Financial Services
Experience
HSBC   April 2009 - Present
HSBC   June 2007 - April 2009
HSBC   May 2006 - June 2007

Skills
Market Risk, Derivatives, Trading, Structured Products, Portfolio Management, Equities, Fixed Income, Quantitative Finance

Education
University of Illinois at Urbana-Champaign   1999 — 2006
Ph.D., Physics

Massachusetts Institute of Technology   1995 — 1999
B.Sc., Physics

Kevin HuhKevin Huh Greater Chicago Area
HSBC Years 2006 - 2007
Job Global Portfolio Strategies and Enterprise Risk Executive at Bank of America
Industry Banking
Experience
Bank of America   2010 - Present
World Economic Forum   2009 - 2010
HSBC   2006 - 2007
Standard Chartered Bank   2005 - 2006
JP Morgan Chase   2002 - 2006
The Boston Consulting Group   1997 - 2002
Boeing   1985 - 1988

Skills
Banking, Leadership, Portfolio Management, Research, Risk Management, Credit, Strategy

Education
Massachusetts Institute of Technology   1986 — 1993
Doctor of Philosophy (Ph.D.), Aerospace, Aeronautical and Astronautical Engineering

Paul RomanelliPaul Romanelli Charlotte, North Carolina Area
HSBC Years 2001 - 2005
Job Head of Fixed Income Analytics at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo   2009 - Present
Wachovia Bank   May 2005 - January 2009
Wachovia Securities   May 2005 - December 2008
Wachovia   2005 - December 2008
HSBC Securities   March 2001 - May 2005
HSBC Bank USA   2001 - 2005
HSBC   2001 - 2005
Donaldson, Lufkin & Jenrette   March 1999 - March 2001
Deutsche Bank   1999 - 1999
Bankers Trust   1991 - 1999

Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics

Education
Yale University   1986 — 1991
Ph. D., Physics

Massachusetts Institute of Technology   1982 — 1986
S.B., Physics

Heejin KimHeejin Kim Greater Chicago Area
HSBC Years March 2010 - July 2012
Job .
Industry Banking
Experience
HSBC   March 2010 - July 2012
HSBC   August 2007 - March 2010
United Nations   June 2006 - August 2006
Nexon   August 2003 - February 2005
McKinsey & Company   February 2002 - July 2003

Education
Massachusetts Institute of Technology - Sloan School of Management   2005 — 2007
Master of Business Administration (MBA)

Yonsei University   1997 — 2001
Economics

Phillip YooPhillip Yoo Greater Boston Area
HSBC Years August 2006 - September 2006
Job Investment Analyst at Sun Capital Advisers, LLC
Industry Investment Management
Experience
MIT Sloan School of Management   2014 - 2014
Massachusetts Pension Reserves Investment Management   2014 - 2014
Southpaw Asset Management LP   2014 - 2014
Bank Street Group   June 2013 - August 2013
Old Mutual (Bermuda) Ltd.   October 2010 - August 2012
Swiss Re   2009 - 2010
Prudential Financial   April 2007 - May 2009
HSBC   August 2006 - September 2006
UBS Wealth Management   June 2006 - August 2006
Johnson & Johnson   May 2005 - December 2005

Skills
Accounting, Insurance, Valuation, Financial Modeling, Financial Analysis, Mergers, Investment Banking, Capital Markets, Financial Reporting, Equities, Private Equity, Bloomberg, Hedge Funds, Derivatives, Investments, Due Diligence, Portfolio Management, Fixed Income, Corporate Finance, Asset Managment, Alternative Investments, Asset Management, Emerging Markets, Mergers & Acquisitions, Forecasting, Venture Capital, Finance

Education
MIT Sloan School of Management   2012 — 2014
Master of Business Administration (MBA), Finance, General

New York University   2007 — 2009

Penn State University   2002 — 2006

Weige WuWeige Wu Greater Boston Area
HSBC Years July 2010 - September 2010
Job MBA Candidate at MIT Sloan
Industry Financial Services
Experience
MIT Sloan School of Management   September 2014 - Present
Carbon Trade Exchange (CTX)   June 2015 - August 2015
WildChina   February 2014 - July 2014
McKinsey & Company   February 2012 - January 2014
HSBC   July 2010 - September 2010
Changi Airports International Pte. Ltd.   July 2008 - August 2008
Ministry of Trade and Industry (Singapore)   March 2008 - April 2008

Education
Massachusetts Institute of Technology - Sloan School of Management   2014 — 2016
Master of Business Administration (MBA)

University of Oxford   2008 — 2011
B.A. (Hons), Philosophy, Politics and Economics

National Junior College (Singapore)   2004 — 2007
A Level, 4-year Integrated Program

Andrea KaplanAndrea Kaplan Tampa, Florida
HSBC Years October 1986 - April 2009
Job JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase   May 2009 - Present
Raymond James Financial, Inc.   March 2015 - April 2015
HSBC   October 1986 - April 2009
HSBC Finance   2008 - 2009
Beneficial Financial Group   1986 - 1998

Skills
Banking, Credit, Risk Management, Leadership, Management, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Credit Analysis, Loan Origination, Relationship Management

Education
Massasoit Community College   1981 — 1983
Associate's degree, Executive Administrative Assistant and Secretarial Science, General

Keerti ShahKeerti Shah Rolling Meadows, Illinois
HSBC Years June 2010 - April 2012
Job Senior Application Developer at Capital One
Industry Computer Software
Experience
Capital One   May 2012 - Present
HSBC   June 2010 - April 2012
Capgemini   February 2010 - October 2010
ANZ   2006 - 2008
Polaris Software   August 2006 - August 2006
Capgemini   2004 - 2005

Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Requirements Gathering, COBOL, JCL, CICS, Vendor Management, Agile Methodologies, Production Support, VisionPLUS, VSAM

Education
Maulana Azad National Institute of Technology   2001 — 2004
MCA, Computer Application

IPS Academy   1998 — 2001
BCA, Computer Application

Tracy DembicerTracy Dembicer Greater New York City Area
HSBC Years 2010 - 2012
Job Commercial Real Estate and Structured Finance Professional
Industry Commercial Real Estate
Experience
First Niagara Financial Group   May 2012 - Present
HSBC   2010 - 2012
Lehman Brothers   1993 - October 2008
Moodys Investor Services   1985 - 1993
American International Group   1983 - 1985

Skills
CMBS, Structured Finance, Financial Structuring, Securitization, Due Diligence, Portfolio Management, Capital Markets

Education
Maurice A. Deane School of Law at Hofstra University   1980 — 1983
Juris Doctorate, Law

Joseph PassoniJoseph Passoni New York, New York
HSBC Years June 2014 - June 2015
Job Director of Risk Assessments BSA AML OFAC, FCC Risk & Strategy
Industry Financial Services
Experience
HSBC   June 2014 - June 2015
HSBC   August 2013 - June 2014
Promontory Financial Group, LLC   July 2012 - August 2013
Venmo.com   April 2012 - July 2012
HSBC   February 2011 - March 2012
American Express   December 2010 - February 2011
U.S. Bankruptcy Court   August 2009 - August 2010
BDO Consulting   October 2007 - November 2008
U.S. Bankruptcy Court   June 2005 - August 2005
Foley & Lardner LLP   2002 - 2004

Skills
AML, OFAC, USA PATRIOT Act, KYC, Fraud, Sanction, Bank Secrecy Act, Due Diligence, Corporate Governance, Litigation, Legal Research, Private Investigations, Banking, Internal Audit, Securities, Financial Risk, Anti Money Laundering, Lexis, Bankruptcy, Financial Institutions

Education
Maurice A. Deane School of Law at Hofstra University   2004 — 2007
J.D., Law

Vassar College   1998 — 2002
B.A., Political Science

Mike JaipersaudMike Jaipersaud Greater New York City Area
HSBC Years April 2015 - Present
Job Vice President, Sr. Client Implementation Manager, Global Payments & Cash Management, HSBC Bank
Industry Financial Services
Experience
HSBC   April 2015 - Present
JPMorgan Chase & Co.   July 2014 - April 2015
JPMorgan Chase   February 2014 - July 2014
JPMorgan Chase   June 2012 - January 2014
JPMorgan Chase   September 2010 - June 2012
JPMorgan Chase   September 2009 - September 2010

Skills
Risk Management, Financial Services, Finance, Banking, Relationship Management, Financial Analysis, Derivatives, Credit, Financial Risk, Commercial Banking, Investments, Project Management, Securities

Education
Hofstra University School of Law   2004 — 2008
Juris Doctor

Fordham University   1997 — 2001
Bachelor of Arts

Fan ZengFan Zeng Montreal, Canada Area
HSBC Years August 2002 - July 2005
Job Engineer Transmission Protection & Control
Industry Utilities
Experience
Hydro Québec   August 2012 - Present
Hydro Québec   May 2009 - August 2012
Hatch Associates   January 2008 - April 2009
Mannarino Systems & Software Inc.   September 2005 - August 2006
HSBC   August 2002 - July 2005

Education
Université de Montréal - Ecole polytechnique de Montréal   2007 — 2007
IEPE, Power Engineering

McGill University   2002 — 2007
B. Eng, Electrical Engineering

Andrew MacLellanAndrew MacLellan Toronto, Canada Area
HSBC Years February 2014 - May 2014
Job Director, National Accounts at TD
Industry Banking
Experience
TD   January 2015 - Present
TD   June 2014 - December 2014
HSBC   February 2014 - May 2014
HSBC   June 2010 - February 2014
HSBC   January 2007 - June 2010

Skills
Syndications, Commercial Banking, Credit Analysis, Banking, Credit, Portfolio Management, Financial Risk, Financial Transactions, Credit Risk, Commercial Lending, Relationship Management, Trade Finance, Loans, Finance, Capital Markets, Management

Education
McGill University   2002 — 2006

Brad BlackBrad Black Vancouver, Canada Area
HSBC Years June 1998 - Present
Job Assistant Vice President, Large Corporate
Industry Banking
Experience
HSBC   June 1998 - Present
TD   September 1994 - June 1998

Skills
Banking, Credit, Corporate Finance, Financial Analysis, Management, Risk Management, Business Strategy, Credit Risk, Commercial Banking, Portfolio Management, Relationship Management, Customer Service, Investments

Education
McGill University   1990 — 1992
Master of Business Administration (M.B.A.), Finance, General

The University of British Columbia   1986 — 1990
Bachelor of Science (BSc), Chemistry

Jessica ChorJessica Chor Toronto, Canada Area
HSBC Years September 2010 - May 2011
Job Senior Financial Analyst at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation   June 2014 - Present
Travelers   September 2011 - May 2014
HSBC   September 2010 - May 2011
McGill University   May 2010 - July 2010
John's Learning Center   July 2009 - August 2009
American International Group, Inc   July 2008 - August 2008
Jardine One Solution   July 2007 - August 2007
Jardine One Solution   July 2005 - August 2005
John's Learning Center   June 2005 - July 2005

Skills
Accounting, Data Analysis, Finance, Financial Analysis, Analysis, Human Resources, Leadership, Financial Modeling, Customer Service, Account Reconciliation

Education
McGill University   2006 — 2010
Bachelor of Commerce, Finance, Information Systems

Joseph AngeliniJoseph Angelini Montreal, Canada Area
HSBC Years Assistant Vice PresidentHSBC Bank Canada1989 - Present
Job Assistant Vice President Commercial Banking at HSBC
Industry Financial Services
Experience
HSBC   Assistant Vice PresidentHSBC Bank Canada1989 - Present

Education
McGill University

Nancy CanaleNancy Canale Montreal, Canada Area
HSBC Years February 2013 - February 2014
Job Cash Management Manager at CIBC
Industry Banking
Experience
CIBC   March 2014 - Present
HSBC   February 2013 - February 2014
Scotiabank   August 2011 - January 2013
Scotiabank   February 2011 - August 2011
Scotiabank   June 2009 - February 2011
RBC   January 2008 - May 2009

Skills
Commercial Banking, Credit Analysis, Credit, Banking, Investment Banking, Loans, Investments, Retail Banking, Cash Management, Financial Planning, Credit Risk, Finance, Financial Analysis, Portfolio Management, Wealth Management

Education
McGill University   1997 — 2001
Commerce, Finance and Accounting

Vanier College   1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Accounting

Canadian Securities Institute

Shu Wai Chu, CFAShu Wai Chu, CFA Toronto, Canada Area
HSBC Years March 2014 - Present
Job Global Banking Associate at HSBC
Industry Financial Services
Experience
HSBC   March 2014 - Present
HSBC   June 2010 - March 2014
Gottex Fund Management   June 2009 - August 2009
PwC   July 2008 - August 2008
Royal Bank of Scotland   June 2007 - August 2007

Education
McGill University   2006 — 2010
Bachelor of Commerce

French International School, Hong Kong   2002 — 2006
International Baccalaureate

CFA Institute

Gillian BannermanGillian Bannerman Greater Denver Area
HSBC Years May 2008 - March 2009
Job Financial Services Analytics and Strategy Professional
Industry Financial Services
Experience
Nordstrom   August 2014 - Present
Capital One   August 2012 - August 2014
HSBC Card Services   September 2010 - August 2012
HSBC Card Services   January 2009 - September 2010
HSBC   May 2008 - March 2009
HSBC   December 2005 - October 2007
Discover Financial Services   1998 - 2005
Discover Financial Services   1997 - 1998
Household Credit Services   1996 - 1997

Skills
Analytics, Credit Cards, Portfolio Management, Credit, Product Management, Strategy, Financial Services, Credit Risk, Segmentation, Loans, SAS, Management, Marketing Analytics, Relationship Management, Risk Analytics, Predictive Modeling, Financial Modeling, Financial Risk, Team Leadership, Database Marketing, Customer Acquisition, Business Analytics, Credit Analysis, Predictive Analytics, Risk Management

Education
University of Utah   1993 — 1995
M.S., Applied Mathematics, Emphasis on Statistics

McGill University   1988 — 1993
B.Sc., Mathematics

Jehangir VevainaJehangir Vevaina Toronto, Canada Area
HSBC Years June 2008 - August 2008
Job Associate at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management   May 2015 - Present
BMO Capital Markets   July 2013 - May 2015
BMO Capital Markets   July 2010 - June 2013
HSBC   June 2008 - August 2008

Education
McGill University   2006 — 2010
BCom - Honors, Investment Management and Economics

ABA   2000 — 2006
International Baccalaureate

Matilda SungMatilda Sung Greater Los Angeles Area
HSBC Years April 2004 - July 2008
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company   2013 - Present
Booz & Co.   2013 - 2014
NuGlobal   2012 - 2013
PayPal   2010 - 2012
Amazon.com   June 2009 - August 2009
HSBC   April 2004 - July 2008
Monex   June 2003 - December 2003

Skills
Competitive Analysis, Financial Modeling, Analytics, Product Management, Business Strategy, Integration, Multi-channel Marketing, Agile Methodologies, Management Consulting, Growth Strategies, Mergers & Acquisitions, Strategy, Leadership, Project Management, Start-ups, Strategic Planning

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2010
MBA

McGill University   2000 — 2004
BComm, Finance

Singapore American School   1997 — 2000

Ali MahvidiAli Mahvidi Greater New York City Area
HSBC Years March 2006 - June 2008
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase   September 2013 - Present
Markit   July 2012 - September 2013
Credit Suisse   September 2008 - June 2012
HSBC   March 2006 - June 2008
Moodys Corporation   2004 - 2006
PricewaterhouseCoopers   2003 - 2005

Skills
Structured Products, Credit Derivatives, Derivatives, Fixed Income, Valuation, CDO, Securitization, Portfolio Management, Financial Risk, Structured Finance, ABS, Capital Markets, Commodity, Market Risk, Quantitative Finance, Insurance Securitization, Model Risk Management, Model Review

Education
University of Toronto   1995 — 1999
Ph.D., Mathematics

McGill University   1990 — 1993
B.Sc., Mathematics

Blake GertzBlake Gertz Chicago, Illinois
HSBC Years March 2007 - August 2009
Job
Industry Financial Services
Experience
KPMG   October 2014 - Present
The University of Western Ontario   September 2009 - September 2014
HSBC   March 2007 - August 2009
McGill University   May 2006 - February 2007
Bank of Montreal   2001 - 2002
Bayer   2000 - 2001
Elections Canada   September 1999 - December 1999
HRDC Canada   January 1999 - April 1999

Skills
SAS, SAS programming, Statistics, Data Analysis, Macroeconomics, Analytics, Analysis, Numerical Analysis, Econometrics, Economics, Predictive Modeling, Science, Modeling, Forecasting, Portfolio Management, Stata, R, Statistical Modeling, Research, Financial Modeling, Matlab, Data Mining, Credit Risk, Mathematical Modeling, Collections Analytics, Economic Modeling, Climate Change, Economic Development, Project Management, Team Management, Portfolio Performance..., Economic Impact, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint

Education
The University of Western Ontario   2009 — 2010
MA, Economics

McGill University   2003 — 2006
MSc, Atmospheric and Oceanic Sciences

University of Waterloo   1998 — 2003
BMath (co-op), Applied Mathematics with minor in Physics

Freda LaoFreda Lao Montreal, Canada Area
HSBC Years February 2011 - February 2014
Job Spécialiste principal, Gestion des Avoirs at Scotiabank
Industry Financial Services
Experience
Scotiabank   November 2014 - Present
Scotiabank   February 2014 - October 2014
HSBC   February 2011 - February 2014
Freedom 55 Financial   July 2008 - February 2011
Freedom 55 Financial   March 2003 - July 2007

Skills
Mutual Funds, Wealth Management, Team Leadership, Customer Satisfaction, Portfolio Management, Strategic Planning, Credit, Project Management, Human Resources, Research, Compliance, Consulting, Coaching, Presentations, Multitasking Skills, Finance, English, French, Cantonese, Microsoft Office, Management, Retirement Planning, Risk Management, Wealth Accumulation, Banking, Investment Advisory, Critical Illness, Investments

Education
Chambre de la securité Financière   2008 — 2008
Representative in insurance of persons

Investement Funds Institute of Canada (IFIC)   2008 — 2008
Mutual Funds Accredition

McGill University
Management, Human Resources Management/Personnel Administration, General

Jarad BortJarad Bort Greater New York City Area
HSBC Years December 2011 - January 2013
Job Business Consultant * Management Consultant * Human Capital Consultant * Talent Management Consultant
Industry Management Consulting
Experience
Mercuri Urval   April 2013 - Present
HSBC   December 2011 - January 2013
HSBC   October 2009 - December 2011
Boyd & Moore Executive Search   May 2009 - September 2009
Robert Walters   October 2007 - May 2009

Skills
Financial Services, Investments, Business Development, Banking, Portfolio Management, Executive Search, Japanese, New Business Development, Wealth Management, Equities, Talent Acquisition, Management Consulting, Consulting, Business Strategy, Management, Finance, Financial Planning, Strategy, Change Management, Talent Management, Recruiting, Account Management, Proposal Writing, RFP, Human Capital Management, Human Resources, Human Capital

Education
McGill University   2009 — 2011
MBA, Concentration in Finance and Economics

William & Mary   1998 — 2002
B.A., Information Technology

Washington Lee HS

Rita DolzanRita Dolzan Montreal, Canada Area
HSBC Years January 1996 - April 2000
Job Manager, Mortgage Operations, Credit Risk and Legal and Manager Insurance Risk Management at Manulife Financial
Industry Real Estate
Experience
Manulife Financial   April 2000 - Present
HSBC   January 1996 - April 2000
Clarica   June 1989 - January 1996

Skills
Management, Risk Management, Mortgage Lending, Insurance, Real Estate, Strategic Planning, Team Management, Mortgage Servicing, Negotiation, Change Leadership, Insurance Risk..., Mortgage Credit risk, General Insurance, Loss Prevention, Investments, Financial Risk, Strategy, Change Management, Portfolio Management, Financial Analysis, Asset Management, Finance

Education
U.B.C
Real Estate

McGill University
Commerce

Robert WeinmanRobert Weinman Greater New York City Area
HSBC Years September 1996 - October 1999
Job
Industry Banking
Experience
TD Securities   October 2009 - Present
TD Securities   December 2007 - October 2009
TD Securities   December 2004 - December 2007
TD Securities   September 2002 - December 2004
TD Securities   January 2002 - September 2002
TD Securities   October 1999 - January 2002
HSBC   September 1996 - October 1999

Skills
Bloomberg, Market Risk, Derivatives, Capital Markets, Credit Derivatives, Hedge Funds, Credit Analysis, Fixed Income, Financial Analysis, Risk Management, Equities

Education
McMaster University
MBA, Finance

McGill University
Bachelor of Commerce, Business

Financial Risk Manager (FRM)

Chartered Financial Analyst (CFA)

Canadian Securities Course (CSC)

Lorraine EngholmLorraine Engholm Naperville, Illinois
HSBC Years August 1999 - April 2009
Job Administrative Assistant to Leadership at Ryan Hill Realty
Industry Real Estate
Experience
Ryan Hill Realty   February 2015 - Present
Hanesbrands Inc.   February 2011 - Present
HSBC   August 1999 - April 2009

Skills
Office Administration, Loan Documentation, Banking, Retail Management, Six Sigma, Visual Merchandising, Customer Service, Team Building, Credit, Negotiation, Loans, New Business Development, Marketing, Financial Analysis, Inventory Management, Management, Sales Management, Customer Satisfaction, Store Management, Pricing, Software Documentation, Time Management, Retail, Sales, Leadership, Forecasting, Sales Operations, Customer Retention, Training, Profit, Merchandising, Team Management, Team Leadership

Education
McHenry County College   1999 — 2005
certificate, Computer Basics, Interior Re-Design

Matt KunaMatt Kuna Greater Chicago Area
HSBC Years December 2002 - March 2006
Job Senior Financial Analyst, Global Supply Chain at Abbott Diagnostics Division
Industry Hospital & Health Care
Experience
Abbott Diagnostics Division   February 2013 - Present
Siemens Healthcare Diagnostics   October 2008 - January 2013
Siemens Healthcare Diagnostics   March 2006 - September 2008
HSBC   December 2002 - March 2006

Skills
Financial Analysis, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, SAP, Financial Reporting, Access, Auditing, Microsoft Excel, Accounting, IT Audit, Enterprise Risk..., Forecasting, Risk Management, Managerial Finance, General Ledger, Data Analysis, Financial Audits, Report Writing, Internal Communications, Cost Accounting, Analysis

Education
Northern Illinois University - College of Business   2000 — 2002
Bachelor's degree, Accounting

McHenry County College   1998 — 2000
Associate of Science (A.S.), Business/Commerce, General

Brittany ShahBrittany Shah Toronto, Canada Area
HSBC Years April 2011 - Present
Job Personal Banker at HSBC
Industry Broadcast Media
Experience
HSBC   April 2011 - Present

Skills
Social Media, Microsoft Office, PowerPoint, Editing, Video Editing, Microsoft Word, Research, Facebook, Video Production, Public Speaking, HTML, Customer Service, Journalism, Final Cut Pro, Retail Banking, Creative Writing

Education
York University   2011 — 2013
Bachelor of Arts (BA), Social Sciences

Sheridan College   2008 — 2010
Diploma, Broadcast Journalism

McMaster University   2007 — 2008

Grace McCallenGrace McCallen Vancouver, Canada Area
HSBC Years 2005 - 2007
Job
Industry Human Resources
Experience
Methanex Corporation   August 2015 - Present
Logan Human Resources Management Inc.   September 2012 - Present
Allium Consulting Corporation   June 2012 - Present
Teradici   March 2013 - April 2015
New Gold   July 2011 - June 2012
North Shore Credit Union   April 2010 - June 2011
PMC-Sierra   September 2008 - April 2010
PMC Sierra   March 2007 - September 2008
HSBC   2005 - 2007
T-Mobile USA   2003 - 2005

Skills
Compensation Management..., Total Rewards, Executive Compensation, Incentive Plan Design, Project Management, HRIS, HR Reporting, Data Analysis, Data Modeling, Performance Management, Benefits Management &..., Incentive Programs, Human Resources, Executive Pay, Leadership, Employee Benefits, Talent Management, Deferred Compensation, Cross-functional Team..., Personnel Management, Succession Planning, Management, Organizational..., Compensation & Benefits

Education
McMaster University   1990 — 1992
MBA

The University of British Columbia   1985 — 1989
BA

John WarcopJohn Warcop Tampa/St. Petersburg, Florida Area
HSBC Years November 2009 - Present
Job SVP Default Services & Site Director, HSBC
Industry Financial Services
Experience
HSBC   November 2009 - Present
HSBC   May 2009 - November 2009
HSBC   February 2006 - May 2009

Education
McMaster University   1991 — 1995
Bachelor of Commerce, Business

Susan HoggarthSusan Hoggarth Greater New York City Area
HSBC Years October 2005 - July 2007
Job Director at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers   2008 - Present
HSBC   October 2005 - July 2007
HSBC   August 2000 - October 2005
Republic National Bank   November 1997 - August 2000
JP Morgan   1989 - 1997
Arthur Young & Co   1979 - 1989

Education
McMaster University   1972 — 1976
Honors BSc, Biology

Zhaoxiong (Simon) XuZhaoxiong (Simon) Xu Greater New York City Area
HSBC Years June 2000 - February 2007
Job Director of Software Development at Gravitas
Industry Financial Services
Experience
Gravitas   May 2010 - Present
Consultant worked at Apollo Global Management LLC   May 2009 - May 2010
Lehman Brothers   February 2007 - May 2009
HSBC   June 2000 - February 2007
St. Paul Companies   October 1998 - June 2000
Teletech Inc.   May 1994 - October 1998
CNOOC Limited   July 1988 - July 1991

Skills
Investments, Java, Trading Systems, Software Development, Business Analysis

Education
McNeese State University   1991 — 1994
Master of Business Administration (MBA), Major in MBA/Minor in Computer Science

China University of Petroleum   1984 — 1988
Bachelor of Science (BS), Industrial Engineering

Donald WeissDonald Weiss Lockport, New York
HSBC Years April 2007 - July 2011
Job Project Manager at First Niagara Bank
Industry Information Technology and Services
Experience
First Niagara Bank   July 2011 - Present
HSBC   April 2007 - July 2011
Fisher Towne & Associates   September 1996 - April 2007
ICT - Smartline Systems Group   November 1995 - September 1996
Smartline   March 1990 - November 1995
Empire of America Bank   1984 - 1985

Education
Medaille College   2004 — 2006
Bachelor of Science, Computer Information Systems

Elise DockeryElise Dockery Tampa, Florida
HSBC Years October 2010 - October 2012
Job Learning Assistant at Capital One
Industry Banking
Experience
Capital One   October 2012 - Present
HSBC   October 2010 - October 2012
HSBC   July 2008 - October 2010

Skills
Banking, Leadership, Loans, Team Leadership, Mortgage Lending, Management, Data Analysis, Training, Call Centers, Training Delivery, Finance, Teamwork, Credit, Financial Services, Financial Analysis, Relationship Management, Credit Analysis, Auditing, Business Analysis

Education
Medaille College   2005 — 2007
Master of Arts (MA), Organizational Leadership

Unversity of Texas at San Antonio   1989 — 2005
Bachelor of Arts (BA), Interdisciplinary Studies / Early Childhood Education