HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
Employee
Years
Job
Industry
Christopher Jiantao Xie, CFA Christopher Jiantao Xie, CFA's HSBC Experience 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
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 thind's HSBC Experience 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
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 Sayed's HSBC Experience 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
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 Gorkova's HSBC Experience 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
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 Liu's HSBC Experience 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
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 Naranjo Patricia Naranjo's HSBC Experience 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
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 Joseph's HSBC Experience 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
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 Siddiqui Hira Siddiqui's HSBC Experience 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
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 Lai's HSBC Experience 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
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 Chester's HSBC Experience 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
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 Goel Anant Goel's HSBC Experience 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
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 Sun Po Sun's HSBC Experience 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
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 Waring Tim Waring's HSBC Experience 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
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 Kwok Chiu Yee Kwok's HSBC Experience 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
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 Morello's HSBC Experience 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
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 Tzenova Youlia Tzenova's HSBC Experience 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
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 Pedro's HSBC Experience 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
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 Massa Alfredo Massa's HSBC Experience 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
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 Malpani Shruti Malpani's HSBC Experience 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
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 Cardinal Jean-Marc Cardinal's HSBC Experience 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
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. Smith Michael P. Smith's HSBC Experience 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
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 Chan Gary Chan's HSBC Experience 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
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 Panjwani Asma Panjwani's HSBC Experience 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
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 Seufert Maria Seufert's HSBC Experience 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
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) YU Ziwen (Betty) YU's HSBC Experience 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
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, MSc's HSBC Experience 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
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 Jeffers Wendy Jeffers's HSBC Experience 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
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 Wang's HSBC Experience 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
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 Lipnick's HSBC Experience 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
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) Chen Xiaoyang (Cathleen) Chen's HSBC Experience 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
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 Harikrishnan Vinod Kumar Harikrishnan's HSBC Experience 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
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 Fekete Charlotte Fekete's HSBC Experience 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
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 Schiff Jana Schiff's HSBC Experience 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
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 Wang Ling Wang's HSBC Experience 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
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 Edstrom Matt Edstrom's HSBC Experience 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
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 Xu's HSBC Experience 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
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 Vanier Maxime Vanier's HSBC Experience 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
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 Buda Guy Buda's HSBC Experience 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
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 Chen's HSBC Experience 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
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 Zhou Gillian Jueru Zhou's HSBC Experience 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
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, CA Thomas Lydall CPA, CA's HSBC Experience 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
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 Zhu Qianwen Zhu's HSBC Experience 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
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 Simonetti's HSBC Experience 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
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 Waldron's HSBC Experience 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
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. Weinberger Edward D. Weinberger's HSBC Experience 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
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 Schierholtz Mike Schierholtz's HSBC Experience 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
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 Kozak's HSBC Experience 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
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 Le Christy Trang Le's HSBC Experience 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
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 Cababe Nora Cababe's HSBC Experience 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
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, MBA Elaine Taylor, MBA's HSBC Experience 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
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 jin Sungeun jin's HSBC Experience 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
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 Provost Olivier Provost's HSBC Experience 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)
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 Forsyth James Forsyth's HSBC Experience 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
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 Gilkison Colleen Gilkison's HSBC Experience 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
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 Li Zhan Li's HSBC Experience 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
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 Karim's HSBC Experience 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
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 Moen's HSBC Experience 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
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 Helmy's HSBC Experience 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
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 Fereiduni Abdulrahman Fereiduni's HSBC Experience 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
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. Herschberg's HSBC Experience 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
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 Chin's HSBC Experience January 1999 - October 2000
Job Director at BlackRock
Industry Investment Management
Anita Counter- Woolfenden Anita Counter- Woolfenden's HSBC Experience 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)
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 Schwegler Garrett Schwegler's HSBC Experience 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
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 Samra Jasmin Shah Samra's HSBC Experience 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
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 Symes Kate Symes's HSBC Experience 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
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, CFA Brian Yin, CFA's HSBC Experience 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.)
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 Pan Claire Pan's HSBC Experience 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
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 Berryman Jennifer Berryman's HSBC Experience 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
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 Jessani Hussain Jessani's HSBC Experience 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
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, CFA Billy Burke, CFA's HSBC Experience 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
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 Schumacher's HSBC Experience 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
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 Domanko Robert Domanko's HSBC Experience 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
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 Sun's HSBC Experience 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
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 Koenig Bob Koenig's HSBC Experience 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
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 McCance's HSBC Experience 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
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. Gupta's HSBC Experience 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
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
Estanislao Fidelholtz's HSBC Experience 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)
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)
Robert Weinman's HSBC Experience 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)
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)
Grace McCallen's HSBC Experience 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
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
Donald Weiss's HSBC Experience 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
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
Matilda Sung's HSBC Experience 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
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
Gillian Bannerman's HSBC Experience 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
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
Heejin Kim's HSBC Experience 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
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
Matt Kuna's HSBC Experience 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
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
Susan Hoggarth's HSBC Experience 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
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
Jarad Bort's HSBC Experience 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
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
Jehangir Vevaina's HSBC Experience 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
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
Dominic Ricci's HSBC Experience 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
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
Laurie Bortolotti-Cagnon's HSBC Experience 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
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
Keerti Shah's HSBC Experience 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
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
Paul Romanelli's HSBC Experience 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
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
Andrew MacLellan's HSBC Experience 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
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 Black's HSBC Experience 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
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
Zhaoxiong (Simon) Xu's HSBC Experience 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
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
Tracy Dembicer's HSBC Experience 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
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
Phillip Yoo's HSBC Experience 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
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
Ruthu Sreebashyam's HSBC Experience 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
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
Fan Zeng's HSBC Experience 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
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
Joseph Passoni's HSBC Experience 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
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
Andrea Kaplan's HSBC Experience 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
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
John Warcop's HSBC Experience 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
HSBC November 2009 - Present
HSBC May 2009 - November 2009
HSBC February 2006 - May 2009
Education
McMaster University 1991 — 1995
Bachelor of Commerce, Business
Bill Garvey's HSBC Experience 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
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
Kevin Huh's HSBC Experience 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
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
Brittany Shah's HSBC Experience 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
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
Shu Wai Chu, CFA's HSBC Experience 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
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
Lorraine Engholm's HSBC Experience 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
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
Elise Dockery's HSBC Experience 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
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
Joseph Angelini's HSBC Experience 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
HSBC Assistant Vice PresidentHSBC Bank Canada1989 - Present
Education
McGill University
Ali Mahvidi's HSBC Experience 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
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
Jessica Chor's HSBC Experience 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
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
Weige Wu's HSBC Experience 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
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
Nancy Canale's HSBC Experience 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
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
Blake Gertz's HSBC Experience 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
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
Dana Fazio's HSBC Experience 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
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
Rita Dolzan's HSBC Experience 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
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
Mike Jaipersaud's HSBC Experience 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
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
Freda Lao's HSBC Experience 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
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
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.