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
Michigan State University January 2015 - Present
UN Chinese School June 2013 - June 2014
Globe Express Services August 2013 - August 2013
Dalian American International School June 2013 - June 2013
Citi July 2012 - August 2012
HSBC March 2012 - April 2012
Skills
Corporate Communications, Group Work, Data Analysis, Project Planning, Time Management, Inventory Management, Social Media, Editing, Microsoft Excel, PowerPoint, Policy, Report Writing, Critical Thinking, Marketing Research, Market Analysis, Proposal Writing, Teaching, Microsoft Office
Education
Michigan State University 2012 — 2016
Bachelor of Arts (BA), Logistics, Materials, and Supply Chain Management
International Ship Management September 2005 - Present
Raymond James Financial Inc. 2004 - 2005
HSBC 2003 - 2004
IBM - AT&T 1998 - 2003
GTE Data Services 1991 - 1998
Skills
Process Improvement, Visio, Business Analysis, SDLC, Requirements Analysis, Project Management, Access, Analysis, Software Documentation, SQL, Microsoft SQL Server, Microsoft Office; Word,..., IBM Mainframe, Tandem Himalaya
Education
Mississippi State University
Certificate (55 credit hour), Broadcast/Operational Meteorology
The University of Texas at El Paso 1982 — 1986
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
HSBC May 2015 - Present
HSBC April 2011 - Present
HSBC October 2006 - March 2011
Persistent Systems October 2005 - October 2006
Skills
Java Enterprise Edition, Core Java, Authentication Systems, Authorization, Design Patterns, Software Development, Sun Certified Java..., Web Services, Tomcat, JUnit, Unix, Oracle, Struts, Programming
Education
University of Pune 2001 — 2005
Bachelor of Technology, Computer Science
Modern School 1999 — 2001
XII, Science
Penn State University August 2013 - Present
Training and Educational Consultants May 2012 - Present
Zayed University October 2012 - June 2013
University of South Florida May 2012 - December 2012
South Tampa Counselors December 2011 - September 2012
University of South Florida January 2008 - May 2012
Ferrell Middle Magnet School March 2006 - July 2007
Haven Poe Runaway Center May 2005 - August 2005
Orange Grove Middle August 2004 - April 2005
HSBC June 2002 - June 2003
Skills
Consulting, Job Search, College Teaching, Spanish, Mental Health Counseling, Qualitative Research, Quantitative Analytics, School Counseling, College Counseling, Psychology, Student Counseling, Career Counseling, Teaching, Academic Advising, Group Therapy, Program Evaluation, Staff Development, Community Outreach, Research, Curriculum Development, Higher Education, Resume Writing, Student Development, Adolescents, Public Speaking, Social Services, Classroom, Psychotherapy, Leadership Development, Interventions, Family Therapy, Student Affairs, Mental Health, CBT, Workshop Facilitation, Psychological Assessment, Post Traumatic Stress, Clinical Supervision, Therapists, University Teaching, Treatment, Training, Counseling Psychology, Anger Management
Education
University of South Florida 2008 — 2012
PhD
University of South Florida 2008 — 2012
PursuingDoctorate; 2005 Master's
Midland Lutheran College 1996 — 2000
Bachelor
BNY Mellon November 2014 - Present
Wells Fargo Home Mortgage November 2013 - August 2014
Nippon Express July 2013 - October 2013
HSBC October 2012 - April 2013
Skills
Portfolio Management, Investments, Banking, Mutual Funds, Financial Services, Bilingual-English/Korean, Retirement Planning, Strategic Financial..., Securities, Wealth Management, Financial Modeling, Bloomberg, Fixed Income, Financial Advisory, Hedge Funds, Investment Advisory, PowerPoint, Management, Teamwork, Public Speaking, Customer Service, Financial Planning, Leadership, Time Management, Microsoft Office, Research
Education
Minnesota State University, Moorhead 2010 — 2012
Bachelor of Science in Business Administration, International Business
Everett Community College 2008 — 2009
Business Administration and Management, General
Anyang Foreign Language High School 2001 — 2003
Japanese
HSBC August 2014 - Present
HSBC August 2012 - August 2014
Miami University August 2010 - August 2012
Skills
Predictive Modeling, R, SAS, SAS programming, Statistical Modeling, Statistics, Logistic Regression, Predictive Analytics, Time Series Analysis, Financial Risk, Microsoft Excel, SAS Programming, Risk Management, Analytics, Data Analysis, Data Mining, Analysis
Education
Miami University 2010 — 2012
Master of Science (MS), Statistics
The University of Birmingham 2007 — 2010
Bachelor of Science (BSc), Mathematics
Hewlett-Packard September 2013 - Present
Kaiser Permanente October 2012 - August 2013
Palo Alto Medical Foundation January 2010 - September 2012
San Jose Medical Group February 2008 - December 2009
HSBC May 2007 - January 2008
IBM December 1998 - April 2007
Michigan State University August 1994 - May 1998
Skills
Business Analysis, User Acceptance Testing, Visio, Quality Assurance, SharePoint, MS Project, Testing, Requirements Analysis, Analysis, Management, Program Management, Software Documentation, Agile Methodologies, Business Process, Business Requirements, SDLC, Microsoft Project
Education
Michigan State University 1994 — 1998
Bachelor of Science (BS), Engineering
San Jose State University
Certification PMI-PMP
CVM Solutions October 2013 - Present
CVM Solutions - A Kroll Company January 2012 - September 2013
CVM Solutions 2009 - April 2012
CVM Solutions 2005 - 2009
HSBC 2003 - 2005
Pfizer 2001 - 2003
Pfizer August 1999 - 2001
Skills
Supplier Diversity, Supply Chain Management, Solution Selling, Fortune 500 Account..., Results Oriented, Exceptional People..., Supplier Management, Sustainability, Corporate Social..., Cloud Computing, Project Management, Enterprise Supplier..., Sourcing & Procurement, Delivering Results, Business Process..., eSourcing, Ethical Sourcing, Supply Management, Cross-functional Team..., Procurement, Strategic Sourcing, Contract Negotiation, Supply Chain, Strategy, Vendor Management
Education
Michigan State University 1994 — 1999
BA, Supply Chain Management
Hanley Wood Marketing May 2014 - Present
Morsekode August 2012 - May 2014
ITT Technical Institute April 2012 - August 2012
ITT Technical Institute June 2009 - April 2012
Wells Fargo Home Mortgage March 2009 - May 2009
Target October 2008 - February 2009
HSBC October 2005 - September 2008
Best Buy June 2004 - October 2005
Radio One February 2003 - June 2004
McCracken Brooks Maier May 2000 - February 2003
Skills
Client Relationship..., Building Relationships, Customer Focus, Partnerships, Account Management, Advertising, Social Media, Sales Presentations, Brand Development, Product Marketing, Sales, Online Marketing, Marketing, Advertising Sales, Customer Oriented, Partnership Development
Education
Minnesota State University, Moorhead
B.S., Mass Communications
ComServe Systems July 2014 - Present
ComServe Systems January 2012 - July 2014
ComServe Systems January 2010 - February 2012
HSBC December 2005 - March 2009
Skills
Account Management, New Business Development, Marketing Strategy, Sales Presentations, Sales Management, Public Relations, Sales, Cold Calling, Marketing, Sales Operations, Direct Sales, Leadership, Strategic Planning, Microsoft Office, Pharmaceutical Industry, Customer Service
Education
Misericordia University 2003 — 2009
Bachelors, Marketing and Management
Misericordia University
MBA, Business/ Marketing
Valley View
Automotive Finance Corporation April 2014 - Present
Mitchell International January 2012 - April 2014
The Walt Disney Company April 2009 - January 2012
Provide Commerce 2008 - 2009
HSBC 2006 - 2008
University of Texas at San Antonio 2005 - 2006
Nuvell Financial Services Corp. 1999 - 2005
Saab Financial Services Corp. 1999 - 2005
University of Central Arkansas 1996 - 1999
Alltel Information Services, formerly Systematics 1983 - 1996
Skills
SQL, SAS, ETL, Process Improvement, Statistical Modeling, Marketing Research, Data Mining, Analytics, Business Intelligence, Segmentation, Predictive Analytics, Data Analysis, Analysis, Databases, Access, Web Analytics, Data Management, Data Warehousing, Business Analytics, Predictive Modeling, Team Leadership, Data Modeling, Requirements Analysis, R, Machine Learning, Crowdsourcing, Healthcare Information..., Medical Billing, Database Mining, Data Warehouse..., Permission Marketing, Database Marketing, Six Sigma, Customer Satisfaction..., Net Promoter Score, Query Optimization, Design of Experiments, Business Requirements, Technical Staff..., Statistics, Customer Analytics, Customer Insight, Excel, Data Quality, SQL Server, Direct Marketing, Fraud Detection, Claims Management, Big Data, E-commerce
Education
University of Arkansas at Little Rock 1993 — 1998
Ed.D., Higher Education Administration
Midwestern State University
Computer Science - 18 Graduate Hours
Stephen F. Austin State University
Bachelor of Science, Education
Cavalry Portfolio Services September 2013 - Present
HSBC August 2002 - September 2010
Oral Roberts University August 1995 - December 1999
Education
Oral Roberts University 1995 — 1999
Mississippi Delta Community College 1992 — 1995
Associate of Arts (AA)
Citi April 2014 - Present
Capital One Bank April 2011 - April 2014
The Bank Of New York Mellon May 2005 - April 2011
HSBC March 2005 - May 2005
Citibank 2000 - 2005
Citibank 1996 - 2000
Skills
Treasury Services, Banking, Treasury Management, Cash Management, Internet Banking, Payments, Commercial Banking, Security, Program Management, Management, ACH, Risk Management, Integration, Financial Services, Financial Risk, Credit Cards, Relationship Management, Portfolio Management, AML, Electronic Payments, Leadership, Financial Analysis, Business Analysis, SWIFT payments, Payment Systems, Financial Institutions, Operational Risk, Financial Transactions, Vendor Management, Product Management, KYC, Treasury, Operational Risk..., Mobile Banking, OFAC, Transaction Processing, Business Requirements, Cross Selling, FX Options, Core Banking, Anti Money Laundering
Education
Molloy College 1991 — 1995
Bachelor of Arts, Business Management and Psychology
Lawrence High School
Foundation Financial Group March 2013 - Present
Jackson National Life May 2012 - December 2012
McDaniel's Kitchen and Bath February 2012 - May 2012
Danford's Flooring May 2011 - February 2012
Paradise Motors November 2010 - April 2011
HSBC November 2005 - April 2009
Menards October 2004 - November 2005
Chase Bank October 2003 - August 2004
Fifth Third Bank November 1998 - October 2003
Skills
Credit, Commercial Banking, Credit Analysis, Commercial Lending, Banking, Loans, Financial Analysis, Portfolio Management, Mortgage Lending, Finance, Risk Management, Credit Risk, Leadership, Sales
Education
Michigan State University 1991 — 1994
Bachelor of Arts, Finance
JPMorgan Chase December 2013 - Present
HSBC May 2013 - July 2013
Post Office August 2011 - August 2012
Skills
Employee Engagement, Human Resources, Performance Management, HR Policies, TUPE, Employee Relations, Assessment Center, Management Development, Microsoft Office, Succession Planning, Time Management, Grievances, HR Consulting, Workforce Planning, Team Management, HR Transformation, Graduate Recruitment, Personnel Management, Recruitment Advertising, Culture Change, Employment Law
Education
Middlesex University 2011 — 2012
Master of Arts (MA), Human Resources Management/Personnel Administration, General
Etthiraj College for Women 2007 — 2010
Bachelor's degree, Accounting and Commerce, A
HSBC April 2004 - Present
Ernst & Young March 1998 - April 2004
Amoco / BP June 1989 - March 1998
Skills
Enterprise Risk..., Risk Management, Operational Risk, Governance, Banking, Investment Banking, Auditing, Financial Risk, Vendor Management, Information Security..., Financial Services
Education
Michigan Technological University 1985 — 1989
Bachelor of Science (BSc), Computer Science
Allstate July 2009 - Present
HSBC October 1994 - April 2009
Skills
Financial Analysis, Leadership, Strategic Planning, Sales, Life Insurance, Management
Education
Michigan State University 1986 — 2000
BACHELOR OF ARTS, FINANCE
HSBC p.oHSBCaccountantHSBCFebruary 2006 - Present
NIIT SmartServe July 2004 - August 2005
Skills
Customer Service, PowerPoint, Photoshop, Packaging, Microsoft Excel, Microsoft Office, Microsoft Word
Education
MSU 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Art/Art Studies, General
SFSU 2000 — 2001
Associate of Arts and Sciences (A.A.S.), Architecture
SFSU
KPMG March 2015 - Present
Corptax July 2013 - September 2014
Deloitte July 2012 - July 2012
HSBC May 2012 - June 2012
Overseas Private Investment Corporation September 2011 - December 2011
PwC July 2010 - August 2010
Skills
Accounting, Auditing, Internal Controls, PowerPoint, Microsoft Excel, Event Planning, Financial Analysis, Marketing Strategy, Microsoft Access, Strategic Planning, Business Planning, Research, Social Networking, Finance, Budget, Valuation, Credit Rating
Education
Pepperdine University 2011 — 2013
Bachelor of Science (BS), Accounting
Michigan State University 2008 — 2010
Accounting and Finance
CONTRACT LAW 2014 - Present
HSBC January 2006 - May 2008
Collateral One Mortgage 2005 - 2006
Action Nissan 1998 - 2003
Skills
Contract Law, Criminal Law, Family Law, Paralegals, Mortgage Brokers, Mortgage Lending, Finance, Mortgage Banking
Education
Middle Tennessee State University 2014 — 2015
Criminal Justice/Law Enforcement Administration
Volunteer State Community College 2008 — 2010
Bachelor of Applied Science (BASc), Pre-Law Studies
Draughons Junior College 1994 — 1998
Bachelor's Degree, Accounting and Finance
Citi November 2011 - December 2013
DIRECTV October 2006 - October 2011
HSBC September 2002 - July 2006
Skills
Microsoft Office, Sales Management, Credit Analysis, SAP CRM, Financial Forecasting, Managerial Skills, Business Analysis, Financial Audits, Mortgage Underwriting, Creative Problem Solving, FHA, VA loans, Loan Origination, Residential Mortgages, Refinance, New Home Purchase, Life Insurance, Disability Insurance, Business Networking, Seminars, Public Speaking, Motivated self-starter, Highly motivated..., Internal Audit, NMLS Licensed, Management, Sales, Customer Service, Finance, Problem Solving, Team Building, Leadership
Education
Missouri Western State University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Management
Missouri Western State University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Troy University 1996 — 1999
Accounting and Finance
Wells Fargo September 2009 - Present
HSBC February 1996 - April 2009
Skills
Sales Process, Mortgage Banking, Change Management, Strategic Planning, Management, Mortgage Lending, Credit, Sales, Leadership, Loans, Performance Management, Talent Management, Banking, Consumer Lending, Loan Origination, Sales Management, Humanitarian
Education
Missouri State University 1989 — 1994
BS, Sociology
Northpointe Bank December 2003 - Present
HSBC April 2002 - November 2003
First National Bank of America November 1995 - April 2002
Skills
Loans, Credit, Commercial Lending, Banking, Portfolio Management, Loss Mitigation, Mortgage Lending, Credit Analysis, Small Business Lending, Mortgage Banking, Workout, Underwriting, Commercial Banking, Loan Origination, Consumer Lending
Education
University of Michigan 2000 — 2003
MBA, Finance
Michigan State University - The Eli Broad College of Business 1989 — 1993
BA, Marketing
Fifth Third Bank December 2009 - October 2013
HSBC December 1998 - May 2009
Education
University of Memphis - Fogelman College of Business and Economics 2014 — 2016
Master of Business Administration (M.B.A.)
Mississippi State University - College of Business and Industry 1986 — 1990
BBA, Marketing
HSBC April 2014 - Present
Merrill Lynch May 2012 - April 2014
Merrill Lynch August 2009 - May 2012
Themis Trading Family Office December 2002 - August 2009
Chloe Foods Corporation May 2005 - May 2008
Chloe SA December 2002 - December 2004
Spirit of Tasmania January 1993 - December 2002
Grand Hyatt Melbourne January 1992 - January 1993
Skills
Analysis, Business Development, Financial Services, Management, Strategy, Technical Analysis
Education
Monash University 2004 — 2005
Business
William Angliss College 2001 — 2003
Business
BlueCross BlueShield of South Carolina January 2015 - Present
Capital One May 2011 - Present
HSBC January 2006 - May 2011
HSBC June 2004 - January 2006
Sears Holdings Corporation January 1999 - April 2003
Sears Holdings Corporation January 1996 - January 1999
Skills
PMO, Project Delivery, SDLC, Business Analysis, Risk Management, Stakeholder Management, Project Portfolio..., PMP, Vendor Management, Software Project..., Project Management, Requirements Analysis, Banking, Program Management, Requirements Gathering
Education
Mississippi State University 1985 — 1989
Bachelor of Science (B.S.), Computer Science
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
Connolly Financial LLC (Wealth Management, Financial Advisory) March 2009 - Present
Money Belt Radio - your world - your economy - your pocketbook May 2011 - Present
San Juan College 2014 - Present
HSBC 2005 - 2009
Skills
Financial Services, Investments, Financial Markets, Retirement Planning, Small Business, Retirement, Insurance, Strategic Financial..., Radio Host, Management, Tax, Public Speaking, Strategy, Financial Advisory, Portfolio Management, Estate Planning, Wealth, New Business Development, Tax-advantaged..., Leadership, Benefits Design, Columnist, Radio Talk Show Host, Equities, Strategic Planning, Trading, Business Development, Investment Advisory, Holistic Financial..., Market Analytics, Derivatives, Marketing Analytics, Financial Planning, Financial Analysis, Risk Management
Education
Michigan State University
Eli Broad College of Business
Gaudenzia, Inc. March 2014 - May 2015
NewStory September 2013 - March 2014
University Salon "Creative Styles" June 2004 - September 2010
HSBC January 2010 - February 2010
Amazon.com November 2009 - January 2010
St. Elizabeth's Hospital March 2008 - October 2008
Volunteers of America Greater New Orleans August 2007 - February 2008
Southwest Mental Health December 2006 - July 2007
Skills
Nursing, Healthcare Management, Hospitals, Patient Safety, Healthcare, Loss Prevention, Finanical institution..., Management, Cosmetology, Order Fulfillment, Treatment, Psychotherapy, Mental Health, Case Managment, Therapists, Policy, Medical Records, Social Services, Case Management, Program Development, Inpatient, Cpr Certified, Elder Care, Behavioral Health, Home Care, CPR Certified, Community Outreach, Customer Service, Nonprofits, Microsoft Office
Education
Capella University 2012 — 2013
Post Bachelors Certificate, Contemporary theory of mental health
Mississippi Valley State University 2004 — 2006
Masters of Science, Criminal Justice/Law Enforcement Administration
Mississippi Valley State University 1997 — 2004
Bachelors of Science, Public Administration
CBRE January 2015 - Present
Exeter Finance Corp November 2013 - December 2014
JP Morgan Chase August 2010 - November 2013
Shire Pharmaceuticals August 2009 - August 2010
HSBC May 2003 - April 2009
Skills
Sales, Strategic Planning, Financial Services, Leadership, Project Management, Income Statement, Business Relationship..., Cold Calling, Building Relationships, Recruiting, Mortgage Lending, Management, Banking, Training, Sales Management, Business Development, Human Resources, New Business Development, Relationship Management, Credit, Account Management, Coaching, P, Selling, Cross-functional Team..., Finance, Loans, Credit Analysis, Strategy, Team Building, Loan Origination, Consumer Lending, Mortgage Banking, Underwriting, Insurance, Retail Banking, Process Improvement
Education
Michigan State University 1997 — 2002
Bachelors, History
MediaLocate October 2014 - Present
Globe Center September 2013 - Present
Alchemica! October 2010 - February 2012
HSBC November 2011 - November 2011
Shanghai World EXPO 2010 ICP July 2010 - September 2010
3rd Global Forum on Communication Studies, Shanghai October 2009 - October 2009
Skills
English, Chinese, Chinese culture, Interpreting, Linguistics, Multilingual, Translation, Mandarin, Foreign Languages, Intercultural..., International Relations, French, Language Teaching, Translation Memory, Trados, Python, Localization, Drawing, Desktop Publishing
Education
Monterey Institute of International Studies 2012 — 2014
Master's degree, Language Interpretation and Translation
Shanghai Jiao Tong University 2007 — 2011
Bachelor's degree, Media and Design / English
JPMorgan Chase July 2014 - Present
HSBC September 2013 - July 2014
Barclays June 2010 - August 2013
Safra National Bank of New York September 2003 - June 2010
Embassy Suites June 2001 - December 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Visio, Jack Henry, Banking, Finance, Financial Reporting, Financial Analysis, Capital Markets, SAP R/3, Axiom, Fidelity Regulatory..., Human Resources, Investment Banking, Management, Process Improvement, Internal Controls, Project Management, Performance Management, Basel I, Basel III, CCAR, Regulatory Capital
Education
Pace University - Lubin School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Michigan State University 1997 — 2001
Bachelor of Arts (B.A.), Hospitality Administration/Management
Securitas Security Services USA, Inc. July 2015 - Present
Media Source/Freelance Meteorologist July 2012 - July 2015
WLEX-TV April 2011 - August 2012
WFXL Fox 31 TV February 2010 - May 2011
KZTV November 2007 - March 2010
HSBC August 2006 - November 2007
Skills
Broadcast, Radio, Television, Social Media, Media Relations, Weather, Broadcast Television, Video Editing, Public Relations, Final Cut Pro, Video, Public Speaking, Weather Forecasting, Video Production, Facebook
Education
Mississippi State University 2004 — 2006
MS, Meteorology
Texas State University 1999 — 2003
BS, Geography/Mass Communication
HSBC May 2005 - Present
Hewitt Associates June 2001 - May 2005
Skills
PMP Certification, Project Planning, SDLC, Strategy Development, Project Management, Requirements Analysis, Analysis, Testing, Process Improvement, Quality Assurance, Requirements Gathering, Risk Management, Data Analysis
Education
Miami University 1997 — 2001
Bachelor of Science, Operations Management
Miami University 1997 — 2001
Bachelor of Science, Finance
Blue Sky Lighting Products March 2007 - Present
HSBC August 2003 - October 2007
Education
Missouri State University 2000 — 2003
Economics
Ozark Community College 1999 — 2002
Marketing, Advertising
ONE3LED November 2012 - Present
3CTM LLC February 2008 - Present
Founders Mortgage, LLC November 2004 - February 2008
HSBC October 2004 - November 2005
At&t Wireless Services February 1998 - July 2004
Skills
Mortgage Lending, Sales Management, Sales, Loan Origination, Real Estate, Credit Analysis, Commercial Lending, Wholesale Lending, Real Estate Financing, Loans, Mortgage Banking, Factoring, New Business Development, LED lighting systems, Strategic Consulting, Energy Efficiency, Power Networking, Private Equity, Energy Technology, Energy, Energy Audits, Residential Mortgages, Financial Analysis, Investment Banking, Energy Management, Energy Industry, B2B Marketing Strategy, Proposal Generation, Lead Generation, Leadership, Property Management, Selling, Commercial Real Estate, Marketing, Investments, Refinance, Executive Management, Sales Presentations, Management
Education
Missouri Southern State University 1996 — 2000
Business, Management, Marketing, and Related Support Services, Psychology
HSBC April 2015 - Present
Barclays September 2014 - January 2015
Capco February 2014 - August 2014
FXCM September 2011 - January 2014
AIG June 2008 - May 2011
Merrill Lynch June 2006 - June 2008
STS Inc 2003 - 2006
Skills
SDLC, Software Project..., Business Analysis, PMO, Risk Management, PMP, Project Management, Vendor Management, Project Portfolio..., Software Development, IT Strategy, Program Management, Functional..., Visio, Business Process..., Business Intelligence, Business Process, Integration, CRM, Credit Risk, Agile Project Management, Agile Methodologies, Project Delivery, MS Project, IT Management, Enterprise Architecture, Outsourcing, SharePoint, Governance, Business Requirements, FX Trading, Equities, Change Management, Due Diligence, Mergers & Acquisitions, Product Management, Business Development
Education
Temple University 2004 — 2007
MSc, Management Information Systems
Michigan Technological University 2001 — 2003
BSc, Computer Science
Movement Mortgage, LLC June 2015 - Present
Primary Residential Mortgage July 2005 - June 2015
BNI 2005 - October 2012
HSBC June 2001 - June 2005
HSBC September 1999 - May 2001
Skills
Sales, Team Building, Human Resources, Building Relationships, Sales Management, Referrals, Customer Service, Mortgage Lending, First Time Home Buyers, Executive Management, Residential Mortgages, FHA, USDA Rural Housing, Team Management, Quality Assurance, Internal Audit, Customer Relations, Social Networking, Referral Generation, Closing Deals, Operational Efficiency, Banking, Deal Closure, Leadership, Networking, Marketing, Real Estate, Reverse Mortgages, USDA
Education
Michigan State University 1994 — 1998
Bachelor of Arts Degree, Political Science- Prelaw
Key Bank March 2010 - Present
HSBC April 2009 - September 2009
HSBC - Consumer Lending Division 2006 - 2009
HSBC Consumer and Mortgage Lending 2006 - 2009
Safeco 1999 - 2002
Education
Mohawk Valley Community College 1994 — 1995
AAS, Media, Marketing and Management
Bank of America October 2009 - Present
HSBC North America December 2008 - May 2009
HSBC November 2006 - December 2008
Household International 2001 - 2006
Skills
Credit, Portfolio Management, Relationship Management, Mortgage Lending, Banking, Loans, Underwriting, Business Development, Leadership, Strategy, Team Building, Management, Commercial Banking, Financial Services, Retail Banking, Credit Analysis, Consumer Lending, Recruiting, Sales, Strategic Planning, Team Leadership, Training, Sales Management, Human Resources, Customer Retention, Call Centers
Education
Middle Tennessee State University
HSBC December 2005 - December 2013
ADP May 1996 - July 2004
KeyBank 1994 - 1996
Skills
Payroll, Analysis, Employee Benefits, Finance, Accounting, Customer Service, General Ledger, Financial Statements, Microsoft Office, Leadership
Education
Michigan State University
Bachelor's Degree, Social Sciences
HSBC Commercial Banking January 2015 - Present
HSBC February 2014 - January 2015
National Bank of Kuwait March 2011 - March 2013
Mashreqbank October 2005 - March 2011
Faysal Bank September 2003 - August 2004
Skills
Commercial Banking, Banking, Credit, Corporate Finance, Trade Finance, Credit Risk, Credit Analysis, Investment Banking, Portfolio Management, Financial Analysis, Financial Risk, Finance, Retail Banking, Relationship Management, Structured Finance, Loans, Financial Structuring, Bonds, Cross Selling, Cash Management, Capital Markets, Financial Modeling, Project Finance, Investments, Syndications, Financial Institutions, Fixed Income, Moody's Risk Analyst, Microsoft Excel, Debt Capital Markets, Loans Trading, Macroeconomics, Statistics, Commercial Leasing, Margining, Construction Finance, Real Estate Financing
Education
Middlesex University 2004 — 2006
Master of Science (MSc), Financial Management, Distinction
St. Cloud State University 1996 — 2000
Bachelor of Science (B.S.), Business Computer Information Systems
HomeBridge Financial Services, Inc. May 2015 - Present
Caliber Home Loans March 2012 - April 2015
MetLife Home Loans April 2011 - March 2012
Bank of America Home Loans March 2010 - March 2011
HSBC January 2003 - September 2009
Skills
Mortgage Lending, Refinance, Loan Origination, USDA, Mortgage Servicing, Home Equity Loans, Consumer Lending, Wholesale Lending, Customer Service, VA loans, Residential Mortgages, FHA, Government Loans, Mortgage Banking, Rates, REO, Lotus Notes, Loan Servicing, Loans, Banking, Commercial Lending, Credit Risk, FHA financing, Financial Services, Funding, Mortgage Underwriting, VA Loans, FHA Financing, Appraisal Skills, First Time Home Buyers, Construction Loans, Investment Properties, Credit, Finance, Real Estate
Education
Michigan State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
HSBC January 2015 - Present
Education
Pace University School of Law 2003 — 2007
Doctor of Law (J.D.), Environmental Law Certificate
Yale University - School of Forestry and Environmental Studies 2003 — 2007
Master's of Environmental Management, Focus in Ecology, Ecosystems and Biodiversity
Michigan State University 1999 — 2003
Bachelor of Science (B.S.), Zoology/Fisheries and Wildlife, 3.86
Northbridge Financial Corporation August 2015 - Present
Northbridge Financial Corporation June 2013 - Present
Johnson & Johnson May 2012 - August 2012
OpenView Venture Partners July 2010 - July 2011
Copernicus Marketing Consulting & Research June 2008 - July 2010
Middlebury Center for the Arts February 2007 - May 2008
Middlebury College Language Schools February 2006 - May 2008
HSBC June 2007 - August 2007
Middlebury College Admissions Office June 2005 - September 2005
Skills
Market Research, Strategy, Marketing Strategy, Marketing, Data Analysis, Management, Brand Management, Research, Business Development, Management Consulting, Business Strategy, Customer Insight, Competitive Analysis, Strategic Planning, Marketing Research, Blogging, Social Media Marketing, Product Marketing, Qualitative Research, Program Management, Leadership, Market Analysis, Analytics, Public Speaking, Project Planning, PowerPoint, Presentation Skills, Teamw, Content Marketing, Lead Generation
Education
University of Toronto - Rotman School of Management 2011 — 2013
MBA
Middlebury College 2004 — 2008
Bachelor of Arts, Economics
University of Nottingham 2006 — 2007
Bachelor of Arts, Economics
Middlebury College Language Schools 2006 — 2006
Spanish
United World College 2002 — 2004
International Baccalaureate (IB) Diploma
HSBC October 2014 - Present
HSBC March 2014 - October 2014
HSBC 2012 - March 2014
Prophet Brand Strategy 2011 - 2012
Ernst & Young December 2007 - July 2011
Ernst & Young September 2006 - December 2007
Skills
Financial Modeling, Financial Analysis
Education
University of Notre Dame 2006 — 2007
Masters, Accounting
Michigan State University 2003 — 2006
Bachelors, Finance
TD-Canada Trust November 2010 - Present
HSBC Card Services January 2002 - March 2008
HSBC 2002 - 2008
Ajilon 1997 - 2001
Education
Mohawk College 1987 — 1990
Mercy April 2011 - Present
BJC HealthCare July 2009 - March 2011
Arthur J. Gallagher September 2008 - December 2008
Northern Trust January 2008 - September 2008
HSBC December 2005 - December 2007
State of Ohio August 2005 - December 2005
Education
Mississippi State University 2002 — 2004
MS, Electrical & Computer Engineering
Canad Inns June 2014 - Present
HSBC June 2010 - April 2012
24-7 Intouch May 2009 - June 2010
McKeil Marine Limited April 2007 - September 2007
Skills
Leadership, Management, Accounting, Analysis, Sales, Finance, Verbal & Written..., Innovation/Creativity, Strategic Planning, Microsoft Excel, Research, Microsoft Word, Microsoft Office, PowerPoint
Education
Asper School of Business 2012 — 2014
Bachelor of Commerce (B.Com.), Accounting
Mohawk College 2007 — 2009
Diploma, Business Administration and Management, General
Aon 2014 - Present
Liberty Mutual Insurance 2013 - 2014
FTI Consulting 2011 - 2012
Yahoo! 2009 - 2011
HSBC 2006 - 2009
Skills
Strategic Communications, Executive Communications, Employee Engagement, Internal Communications, Content Development, Crisis Communications, Social Media, Speech Writing, Communication Training, Content Management, Corporate Communications, New Media, Strategy, Creative Direction, Marketing Communications, Marketing, Management
Education
Michigan State University
BA, Communications
HSBC January 2015 - Present
Deloitte Consulting September 2012 - January 2015
Deloitte Consulting June 2009 - October 2012
Merrill Lynch May 2009 - May 2011
Skills
Software Project..., Management Consulting, Business Analysis, Process Improvement, Stata, Business Process..., Change Management, Data Analysis, Analysis, Program Management, Requirements Gathering, CRM
Education
Michigan State University 2007 — 2011
Economics, International Business
Bloomberg LP May 2014 - Present
Bloomberg LP (via Accounting Principals) January 2014 - March 2014
Bloomberg LP (via Accounting Principals) May 2013 - January 2014
New York Life Insurance Company May 2012 - February 2013
Indus American Bank November 2011 - April 2012
HSBC May 2009 - September 2011
CEC Entertainment January 2006 - July 2010
Township of Edison; Recreational Department June 2004 - August 2008
Skills
Management, Sales, Customer Retention, Risk Management, Financial Analysis, Finance, Financial Reporting, Strategic Financial..., Financial Risk, Project Planning, Analysis, Investments, Financial Services, Lifting, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Bloomberg, Team Building, Leadership, Public Speaking, Time Management, Data Analysis, Project Management, Social Media, Marketing, Event Planning, Financial Modeling, Business Strategy, Banking, Equities, Outlook, Portfolio Management, Market Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
BS, Finance
Middlesex County College 2008 — 2010
AA, Liberal Arts Business
TD January 2014 - Present
HSBC September 2011 - December 2013
HSBC Bank December 2008 - August 2011
HSBC Bank August 2008 - November 2008
HSBC Bank / Household Finance October 2007 - July 2008
HSBC Bank / Household Finance June 2006 - September 2007
HSBC Bank / Household Finance / Beneficial Finance May 2000 - May 2006
Household Finance / Beneficial Finance February 1999 - April 2000
Household Finance / Beneficial Finance September 1998 - January 1999
Beneficial Finance February 1996 - September 1998
Skills
Performance Management, Employee Relations, Talent Management, Human Resources, Deferred Compensation, Leadership, Account Management, Sales Management, Succession Planning, Employee Engagement, Talent Acquisition, Recruiting, Organizational..., Change Management, Coaching, Applicant Tracking..., Temporary Placement, Leadership Development, Onboarding, Management, Employee Benefits, Training, Workforce Planning, Hiring, Strategy, New Hire Orientations, Employee Training, Team Management, Program Management, Risk Management, HRIS, HR Policies, Strategic Planning, Personnel Management, Banking, College Recruiting, Benefits Administration, Career Development
Education
East Stroudsburg State University
Education, BS Education
Mitchell College
Associate's degree, Education
Ernst & Young January 2012 - Present
HSBC June 2007 - October 2009
Nestle February 2007 - April 2007
Reliance Energy February 2006 - April 2006
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Financial Analysis
Education
Certified Public Accountancy 2012 — 2012
Passed all 4 exams of CPA
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2011
MS, Accounting, 3.95
Global Association of Risk Professionals 2007 — 2008
Finacial Risk Management - GARP, Finance
Chartered Finance institute USA 2006 — 2008
Chartered Financial Analyst (CFA), Finance
Institute of Chartered Financial Analysts of India 2006 — 2008
ICFAI - MS, Banking
Symbiosis Centre for Management and HRD(SCMHRD) 2005 — 2007
MBA, Finance, 4.22
Punjab University Chandigarh 2002 — 2005
BCom Hns, Commerce, 70%
HSN August 2014 - Present
Simplex Healthcare October 2011 - September 2013
AmMed Direct April 2009 - October 2011
HSBC September 2005 - January 2009
Skills
Healthcare, Insurance, Team Building, Customer Service, Data Entry, Phone Skills, Sales, People Skills, Customer Retention, Call Centers, Customer Satisfaction, Telephone Skills, Selling, Training
Education
Middle Tennessee State University 2009 — 2014
World Resources Institute January 2015 - Present
World Resources Institute January 2013 - January 2015
World Resources Institute September 2011 - December 2012
Tufts Institute of the Environment April 2010 - August 2011
HSBC June 2010 - August 2010
NativeEnergy June 2007 - June 2008
Centre for Science and Environment June 2006 - August 2006
Skills
Climate Change..., Climate Change, Sustainable Development, International..., Corporate Social..., Community Development, Policy, Renewable Energy, Grant Writing, Policy Analysis, Environmental Issues, Research, Public Policy, Environmental Policy, Environmental Awareness, Carbon, Sustainability
Education
Tufts University 2009 — 2011
MA, Urban and Environmental Policy and Planning
Middlebury College 2003 — 2007
BA, Environmental Studies
Charles Schwab & Co., Inc. 2011 - Present
HSBC Bank Plc December 2009 - November 2011
HSBC 2007 - 2008
HSBC 2003 - 2007
Skills
Portfolio Management, Vendor Management, Banking, Management, Strategy, Budgets, Risk Management, Product Management, Business Analysis, Leadership, Analytics, Financial Analysis, Finance, Financial Modeling, Credit Cards
Education
Middlebury Institute of International Studies at Monterey
Master of Business Administration (MBA), MBA
University of California, Riverside
Bachelor’s Degree, Economics
Freelance September 2014 - Present
HSBC Trinkaus & Burkhardt August 2006 - February 2014
HSBC February 2005 - August 2006
KPMG UK January 2000 - January 2005
PwC February 1997 - October 1999
Skills
Accounting, Auditing, IFRS, Portfolio Management, Account Reconciliation, Analysis, Credit Risk, Business Process, Financial Accounting
Education
Australian Society of Certified Practicing Accountant
CPA
Monash University
Bachelor of Business (Accounting)
Warwick University
Master of Business Administration (MBA)
Standard Chartered Bank January 2013 - Present
Standard Chartered Bank April 2007 - Present
HSBC March 2004 - April 2007
Euler Hermes February 2002 - March 2004
ANZ February 1998 - July 2001
Education
Monash University 1995 — 1997
Bank of the West (BNP Paribas) November 2014 - Present
RGP January 2014 - October 2014
Wells Fargo May 2013 - December 2013
HSBC September 2012 - December 2012
Wells Fargo November 2010 - April 2012
Health Care Service Corporation, Blue Cross Blue Shield December 2006 - November 2010
Incentra Solutions May 2006 - December 2006
FHLBC May 2004 - May 2006
KPMG October 1998 - October 2001
Askesis Development Group April 1997 - October 1998
Skills
Management Consulting, Project Portfolio..., Strategic Planning, Change Management, Business Transformation, Streamlining Complex..., Business Restructures, Organizational..., Integration, Business Process..., PMP, Communication, Communications Planning, Program Management, Process Improvement, Risk Management, Project Management, PMO, Business Intelligence, Regulatory Compliance, Vendor Management, Consulting, Resource Management, Microsoft Project, Visio, Governance, Business Analysis, SDLC
Education
Michigan State University
B.S.
Aaron, Bell International, Inc. November 1998 - Present
Acquisition Partners, LLC August 2001 - December 2005
HSBC July 1997 - April 1998
HSBC February 1993 - July 1997
HSBC September 1991 - February 1993
HSBC June 1988 - September 1991
Marine Midland Bank, N.A. November 1984 - June 1988
Marine Midland Bank, N.A. July 1983 - November 1984
Skills
Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Portfolio Management, Buyouts, Financial Modeling, Business Valuation, DCF, Executive Management, Finance, Auditing, Accounting, Due Diligence, M&A experience, Restructuring, Mergers & Acquisitions
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1981 — 1983
Master of Business Administration (M.B.A.), Finance
Middlebury College 1977 — 1981
Bachelor's Degree, Economics
Benefitfocus July 2012 - Present
Silpada Designs Sterling Silver Jewelry November 2007 - Present
HSBC May 2011 - June 2012
Ceridian Benefits Services May 2010 - April 2011
Activant Solutions May 1997 - January 2009
Skills
Manuals, Software Documentation, Technical Writing, Online Help, Hands-on Training, Newsletters, Proposal Writing, SharePoint, Content Management, Technical Communication, Microsoft Office
Education
The College of Saint Rose 1992 — 1995
BS, Computer Information Systems
Mohawk Valley Community College 1980 — 1982
AAS, Advertising Design
Chenango Forks Jr. Sr. High School 1977 — 1980
HSBC 2003 - August 2011
Tech Data 1994 - 2002
MGIC Investment Corporation 1984 - 1994
Skills
Process Improvement, Vendor Management, Cost Accounting, Project Planning, Integration, Project Management, Software Project..., Change Management, Cross-functional Team..., Strategic Planning, Risk Management, Operational Excellence, Business Analysis, SDLC, IT Management, Business Process, Project Portfolio..., Project Delivery, PMP, Requirements Analysis, Testing, Management, Analysis, Strategy, Leadership, Databases, Resource Management
Education
Milwaukee Area Technical College
Associate Degree in Business Systems
Milwaukee School of Engineering
Bachelor of Science in Management Systems, Information Technology
Nova Southeastern University
Masters in Business Administration, Business Administration
HSBC December 2014 - Present
HSBC June 2013 - December 2014
Corporate, Institutional and Specialised Banking, National Australia Bank March 2012 - May 2013
NAB Private Wealth, National Australia Bank April 2010 - February 2012
NAB Private Wealth, National Australia Bank October 2009 - March 2010
Business Efficiency & Quality, National Australia Bank February 2008 - September 2009
Skills
Integration, PMP, Strategic Leadership, Change Impact Analysis, Coaching, Relationship Management
Education
Certified Practising Accountant 2008 — 2011
Monash University 2004 — 2006
Commerce, Accounting & Finance
Project Management Professional
HGS Appraisal 1999 - Present
Lenders Service Inc. 2004 - 2008
MI Value, Inc. July 2001 - May 2003
HSBC 1997 - 1999
Alpha Appraisal Services 1995 - 1998
Skills
REO, Real Estate, Appraisals, Time Management, Vendor Management, Mortgage Lending, Valuation, Underwriting, FHA, Loans, Investment Properties, Foreclosures, Residential Homes, Refinance, Investments, HUD, Brokerage, Real Estate Transactions, Asset Managment, Condos, Property, Short Sales, Due Diligence, Real Estate Development, Relocation, First Time Home Buyers, Property Management, Real Estate Economics, Selling, Single Family Homes, Waterfront, Buyer Representation, Real Property, Disposition, Investors, Small Business, Finance, Mortgage Banking, New Home Sales, Commercial Real Estate, Luxury, New Homes, Townhomes, Referrals, Sellers, Listings, Leases, Apartments, Real Estate Financing, Residential Mortgages
Education
Missouri State University
Ritter Alimentos S.A. May 2004 - April 2009
HSBC January 2001 - December 2001
HSBC September 1998 - December 2000
Skills
Financial Analysis, Supply Chain Management, Team Building, Project Planning, Forecasting, Budgets, Internal Audit, Internal Controls, Production Planning, Corporate Finance, Risk Management, Process Improvement, Business Strategy, Cross-functional Team..., Transfer Pricing, IFRS, US GAAP
Education
University of Colorado at Boulder - Leeds School of Business 2012 — 2014
Master of Science in Business Administration (MSBA), Accounting, GPA 3.71
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Finance & Supply Chain Management, GPA 3.5
Universidade Federal do Rio Grande do Sul 1990 — 1997
Bachelor of Business Administration (BBA), Finance
Colégio Farroupilha 1978 — 1990
Barclays July 2012 - Present
HSBC June 2005 - August 2012
Deutsche Bank October 2000 - February 2005
Herbert Geer August 1999 - October 2000
KPMG January 1996 - August 1999
Education
University of Melbourne 1997 — 1999
LLM
Monash University 1990 — 1995
BEc LLB, Accounting major and law
CWS Concrete Designs October 2008 - Present
Liberty Mutual Insurance February 2012 - March 2013
Matrix Direct/American General March 2010 - July 2012
Matrix Direct Life Insurance March 2010 - July 2012
Handyman Services October 2008 - March 2010
Wells Fargo Auto September 2007 - October 2008
Wells Fargo Auto Finance September 2007 - September 2008
HSBC (Household Bank) Consumer Automotive Refinance May 2006 - September 2007
HSBC May 2006 - July 2007
refinance November 2005 - May 2006
Skills
Credit, Sales Management, Training, Sales, Strategy, Loans, Marketing, Management
Education
Minnesota State University, Mankato 1996 — 2000
Bachelor's degree, Marketing
University of Minnesota 1996 — 2000
Bachelor of Science, Marketing
Lakeside Web Services June 2012 - Present
Lakeside Web Services May 2005 - June 2012
HSBC 2005 - 2007
Barnes Distribution 2002 - 2005
SystemOne Technologies 1998 - 2000
West/Penetone Corporation 1988 - 1998
West/Penetone 1988 - 1988
Education
Niagara University 2000 — 2002
MS, Education
Michigan State University 1980 — 1984
BA, Communication
TransUnion 2015 - Present
HSBC July 2013 - May 2015
HSBC June 2009 - June 2013
Skills
Banking, Customer Service, IT Strategy, Strategic Planning, Program Management, Internal Controls, Team Leadership, IT Management, Business Analysis, Information Security, Governance, Enterprise Architecture, Incident Management, PMO, Requirements Analysis, Data Center, PMP, Management, Disaster Recovery
Education
Minnesota School of Business
Bachelor of Business Administration (BBA)
wikiHow September 2015 - Present
Freelance Writer May 2012 - Present
Teamup.com (Teamup Solutions AG) November 2014 - February 2015
HSBC July 2014 - January 2015
East Tennessee State University August 2010 - July 2014
University of South Carolina August 2003 - May 2010
University of South Carolina May 2005 - May 2009
University of South Carolina May 2004 - May 2009
Kaplan Test Prep and Admissions June 2003 - August 2004
Middle Tennessee State University August 2001 - May 2003
Skills
Proofreading, Editing, Higher Education, Teaching, Literature, Academic Writing, Research, Public Speaking, Technical Writing, Tutoring, Copy Editing, Curriculum Design, Student Affairs, Editorial, Customer Service, Qualitative Research, Microsoft Office, Microsoft Excel, Critical Thinking, Instructional Design, University Teaching, Grant Writing, Curriculum Development, Proposal Writing, PowerPoint, Report Writing, Creative Writing, English grammar, Peer Mentoring, Reading Comprehension, Data Analysis, Educational Leadership, Time Management, Fact-checking, Microsoft Powerpoint, Instructional Technology, WordPress, Blogging, Newsletters, SEO Copywriting, SnagIt, Writing, HTML, CSS
Education
University of South Carolina-Columbia 2003 — 2010
Doctor of Philosophy (Ph.D.) and Masters Degree
Middle Tennessee State University 1999 — 2003
Bachelor of Arts (B.A.)
Outward Bound School 1999 — 1999
Certificate of Completion
Dobyns Bennett Highschool 1995 — 1999
Diploma
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma and Texas June 2010 - Present
Kroll Ontrack December 2007 - March 2010
HSBC January 2007 - December 2007
HSBC March 2006 - January 2007
Metris April 2000 - March 2006
Blue Cross Blue Shield of Illinois November 1990 - March 2000
HCSC 1993 - 2000
The Goodman Theatre 1988 - 1989
Skills
SDLC, Vendor Management, Business Analysis, PMO, Program Management, PMP, Process Improvement, Project Portfolio..., Project Management, Requirements Analysis, Visio, Software Project..., Business Process..., SharePoint, Change Management, Business Requirements, Management, MS Project, Project Delivery, Project Planning, Strategy, Business Process, Consulting, IT Strategy, Leadership, Data Warehousing, IT Management, Requirements Gathering, Enterprise Architecture, Analysis, Resource Management, Governance, Business Intelligence, Integration, Disaster Recovery, Software Documentation, Cross-functional Team...
Education
University of Minnesota-Twin Cities 2004 — 2006
Masters, Management of Technology
Harold Washington College 1994 — 1994
Computer Programming
Michigan State University 1981 — 1987
Bachelors, Non-Profit Management
Hahn High School
Hahn High School
Federal Reserve Bank of Minneapolis June 2014 - Present
Target April 2013 - June 2014
Target May 2011 - April 2013
Target March 2008 - April 2011
Carlson Marketing July 2007 - February 2008
HSBC October 2006 - July 2007
Carlson Marketing January 1995 - October 2006
Skills
SDLC, CRM, Business Analysis, Software Development, Business Intelligence, Project Management, Business Process, Team Leadership, Leadership, Cross-functional Team..., Collaboration, Collaborative Problem..., Building Relationships, System Deployment, Budgets, Testing, Risk Management, Process Improvement, Vendor Management, PMP, System Testing, Management
Education
Minnesota State University, Mankato 1985 — 1989
BS, Business Administration and Management
Capital One April 2012 - June 2013
HSBC November 2011 - April 2012
Brocade February 2010 - September 2010
VMware February 2005 - May 2009
Mercury Interactive Inc January 2004 - February 2006
TIBCO Inc January 2001 - December 2003
TIBCO Finance Technology March 2001 - January 2003
Metricom Inc January 1998 - January 2001
Symantec Corporation 1995 - 1998
ORACLE Inc January 1991 - January 1995
Skills
Cloud Computing, Program Management, Data Center, Product Management, CTI, Virtualization, ITIL, Business Analysis, Governance, SaaS, Enterprise Software, CRM, Strategy, Integration, Software Project..., Oracle E-Business Suite, Professional Services, CA Clarity, ERP
Education
Middlebury Institute of International Studies at Monterey 1975 — 1978
MBA
National Taipei University 1973 — 1975
Ace Hardware September 2012 - Present
Allstate August 2008 - September 2012
Sara Lee January 2005 - December 2006
HSBC July 2002 - January 2005
Lawrence Ragan Communications March 2000 - February 2002
Ameritech/SBC May 1991 - December 1999
Skills
Internal Communications, Corporate Communications, Communication Training, Change Management, Management, Strategic Planning, Crisis Communications, Communications Planning, Strategic Communications, Reputation Management, Speech Writing, Media Relations, Press Releases, Intranet, Message Development, Newsletters, Editorial, Marketing Communications, Public Relations, Spokesperson, Thought Leadership, Integrated Marketing, Copywriting, Leadership
Education
Michigan State University
B.A., English and Journalism
HSBC Business System ConsultantHSBC Technology & Services USA1993 - Present
Education
Miami University 1976 — 1980
Twitter 2013 - Present
FreeMonee Network, Inc. June 2012 - 2013
Google 2010 - June 2012
Google 2008 - 2010
Google Inc. May 2007 - 2008
HSBC 2004 - May 2007
Skills
Analytics, Business Intelligence, Data Mining, Predictive Modeling, E-commerce, Financial Modeling, Marketing Research, Product Management, Cross-functional Team...
Education
Michigan State University
MS, Industrial Mathematics
Michigan State University - The Eli Broad Graduate School of Management
Certificate in Business Management and Communication
Nanjing University
BS, Information and Computational Science
TELUS January 2013 - Present
HSBC Software House July 2010 - December 2012
HSBC Canada April 2009 - July 2010
HSBC July 2006 - April 2009
Skills
Certified Force.com..., J2EE Application..., Java Enterprise Edition, MySQL, jQuery UI, Agile Methodologies, Spring, Tomcat, JavaScript, HTML, PHP, WebSphere Application..., WebSphere Portal, JMS, Hibernate, AJAX, jQuery, jQuery Mobile, CSS, xml, Rational Software..., Rational Application..., Apache, JBoss Application Server, Ant, Maven2, Debian, Ubuntu, Linux, Mac OS, PostgreSQL, SQLite, JSON, Dreamweaver, SharePoint, Microsoft Office, Selenium, Quality Center, Software Engineering, Internet Banking, Data Analysis, Spring MVC, Juni, PHPUnit, Yii, MS-DOS, Oracle 9i, JSON-RPC, Apache Velocity
Education
Minnesota State University, Mankato 2003 — 2006
Bachelor of Science (BSc), Computer Science
Institute of Technological Studies 2000 — 2002
Diploma in Computer Science, Computer Technology & Applied Sciences
TATA InfoTech Education 2000 — 2001
Certification, Object Oriented Programming and C++
Hartnell College August 2011 - Present
Hospitality Marketing Associates August 2006 - August 2011
Hartnell College September 2004 - July 2011
HSBC September 2000 - May 2005
HSBC Card Services 2000 - 2005
Education
Middlebury Institute of International Studies at Monterey 1999 — 2001
University of California, Santa Barbara 1995 — 1999
BA, Business Economics & Spanish
HSBC March 2015 - Present
HSBC January 2010 - Present
BNP Paribas August 1990 - January 2009
Credit Agricole Indosuez 1988 - 1990
Wells Fargo Bank 1983 - 1988
Education
Middlebury Institute of International Studies at Monterey
M.A., International Policy Studies
University of California, Berkeley
B.A., Latin American Studies
University of California, Berkeley, Haas School of Business
Deutsche Bank Securities November 2012 - Present
HSBC May 2011 - July 2012
Household Finance Corporation/HSBC BANKHSBC BANK April 2011 - July 2012
HSBC May 1996 - July 2012
HSBC BANK April 2010 - April 2011
HSBC Rolling Hill Esates Branch 2011 - 2011
Sears May 1996 - April 2009
HSBC Group March 1997 - March 2009
Sears April 1990 - May 1997
Telemarketing Center June 1995 - March 1996
Skills
Credit, Retail Banking, Relationship Management, Loans, Cash Management, Strategic Financial..., Financial Analysis, Banking, Business Analysis, Mortgage Lending, Business Process, Cross Selling, Branch Management, Credit Analysis, Sales, Training, Management, Small Business Lending
Education
Raritan Valley Community College 2009 — 2013
Registered Nursing Degree, Health Care
University of Phoenix 2006 — 2008
Middlesex County College 2006 — 2007
Bachelor Degree, Retail/Consumer Finance
USAA October 2012 - Present
USAA October 2011 - October 2012
USAA 2008 - October 2011
HSBC August 2006 - November 2008
HSBC 2003 - 2006
HSBC 1999 - 2003
House Fiscal Agency 1996 - 1999
Michigan House Fiscal Agency 1995 - 1999
Skills
Credit Risk, Basel II, Economic Capital, Credit Scoring, Loss Forecasting, Risk, Loans, Stress Testing, LGD, Regulatory Capital, Credit, Model Validation, Risk Analytics, Capital Adequacy, Enterprise Risk..., Risk Management, EAD, Credit Cards, Analytics, Consumer Lending, Modeling, Predictive Modeling, Statistical Modeling, Risk Analysis, SAS, Risk Modeling, Credit Portfolio..., Predictive Analytics, Risk Modelling, Financial Risk, Financial Analysis, Forecasting, Portfolio Management, Financial Services, Banking, Analysis, Quantitative Analytics, Internal Audit, Strategy, Operational Risk, Credit Analysis, Economics, Operational Risk..., SAS programming, Underwriting, Econometrics, Valuation, Mortgage Lending, Interest Rate Risk...
Education
Michigan State University - The Eli Broad College of Business 1993 — 2001
Ph.D, Economics
University of Florida 1986 — 1993
B.A., Economics
Cantor Fitzgerald January 2008 - Present
HSBC January 2007 - December 2007
Northampton Community College July 2002 - December 2007
RexSpeed Inc. January 2000 - October 2001
Skills
Cisco Technologies, Avaya, Management, Switches, Routing, Cisco Call Manager, Unified Communications, Disaster Recovery, Data Center, Networking, HP, Troubleshooting, VoIP, WAN, Network Engineering, Network Design, Telecommunications, LAN-WAN, Juniper, IP, Firewalls, Virtualization, OSPF, Cisco IOS, Cisco Routers, TCP/IP, VPN, Network Security, Juniper Technologies
Education
Global Knowledge 2011 — 2012
College Misericordia 2004 — 2006
Bachelor's degree, Marketing
Northampton Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Bank of America June 2010 - Present
Wachovia June 2007 - June 2010
HSBC February 2006 - June 2007
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
MBA
Miami University 1998 — 2002
Bachelor of Science, Finance
Fannie Mae September 2012 - April 2013
Bank of America March 2012 - September 2012
Saxon Mortgage April 2011 - March 2012
HSBC March 2006 - December 2010
ABN AMRO Bank N.V. June 2005 - December 2005
Skills
Data Analysis, Excel, Access, SQL, MIS, Data Warehousing, Business Intelligence, Business Analysis, Microsoft Excel, Analytics, CRM, Databases, Requirements Gathering
Education
Shreemati Nathibai Damodar Thackersey Women's University 1999 — 2001
Masters in Computer Applications, Computers
Mithibai College 1995 — 1998
Bachelors, Statistics/Mathematics
TIAA-CREF June 2014 - Present
TIAA-CREF December 2008 - June 2014
TIAA-CREF June 2006 - December 2008
TIAA-CREF February 2005 - June 2006
Vanguard February 2004 - February 2005
HSBC January 2000 - January 2004
Liberty Mutual Insurance November 1998 - January 2000
Savings Bank of Utica March 1997 - November 1998
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Investments, Risk Management, Project Management, Retirement, Finance, Insurance, CRM, Banking, Financial Advisory, Investment Strategies, Sales, Relationship Management, Management, Asset Allocation
Education
State University of New York College at Oswego 1994 — 1997
Bachelor of Science in Business Administration, Business Administration and Management, General
Mohawk Valley Community College-Utica Branch 1992 — 1994
Associate in Science Liberal Arts and Science, Liberal Arts and Sciences/Liberal Studies
Duke Energy Corporation January 2014 - Present
TIAA-CREF November 2012 - January 2014
BB&T September 2011 - June 2012
Time Warner Cable January 2010 - March 2011
Duke Clinical Research Institute June 2009 - January 2010
HSBC December 1999 - December 2007
Sprint August 1993 - November 1999
Skills
Data Warehousing, Business Intelligence, Business Analysis, SDLC, Analytics, Integration, Leadership, Management, Software Project..., Vendor Management, Analysis, IT Strategy, Requirements Gathering, Program Management, Project Management, Consulting
Education
Missouri State University 1988 — 1992
HSBC October 2013 - Present
Wells Capital Management March 2011 - September 2013
Wells Fargo August 2008 - February 2011
Wells Fargo February 2008 - August 2008
Wells Fargo September 2006 - February 2008
Wells Fargo May 2005 - September 2006
NOVELLE FINANCIAL February 2004 - May 2005
Flagstar Bank July 2003 - February 2004
Flagstar Bank June 2000 - July 2003
Skills
Portfolio Management, Interest Rate Risk..., Credit, Fixed Income Strategies, Capital Markets, Bloomberg, Trading, Deal Structuring, Sales, Finance, Investments, Credit Analysis, Negotiation, Fixed Income
Education
Michigan State University 1995 — 2000
Bachelor of Arts, Accounting
East Kentwood High School 1992 — 1995
Accenture February 2015 - Present
Accenture April 2010 - Present
HSBC March 2009 - September 2009
HSBC January 2007 - March 2009
HSBC April 2004 - December 2006
HSBC April 2003 - March 2004
National Tax Search August 2001 - March 2003
Skills
Financial Modeling, Financial Analysis, Change Management, Risk Management, Finance, Strategic Financial..., Business Transformation, Business Planning, Strategic Planning, Cost Reduction..., Performance Benchmarking, Predictive Analytics, Customer Segmentation..., Management Consulting, Business Process..., Business Strategy, Operating Models, Financial Services, Segmentation, Business Process Design, Forecasting, Strategic Consulting, Business Process..., Banking, Governance, Executive Management, New Business Development, Business Alliances, Strategic Alliances, Stress Testing, Analytics, Talent Management, Thought Leadership, Financial Regulation, Planning Budgeting &..., Investor Reporting
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Master of Business Administration (MBA), International Business, Marketing and Finance
Minnesota State University, Moorhead 1998 — 2001
EverBank February 2015 - Present
ITR Inc. August 2014 - January 2015
Charter Business November 2013 - August 2014
PNC March 2007 - September 2013
Accredited Home Lenders July 2005 - February 2007
HSBC March 2000 - July 2005
Skills
Small Business Lending, Banking, Loans, Consumer Lending, Commercial Lending, Retail Banking, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Lines Of Credit, Branch Management, Cross Selling, Loan Origination, Mortgage Banking, Branch Banking, Portfolio Management, Credit Risk, Cash Management, Deposits, USDA, Core Banking, Banking Relationships, Credit Cards, Refinance, Residential Mortgages, Finance, Management, Relationship Management, Financial Services, Business Relationship..., Vendor Relationships, Building Relationships, Networking, Increased Profitability, Team Building, Sales, Sales Operations, Sales Management, Strategic Communications, Data and Voice, Coaching Staff, Leadership Development, Customer Retention, CRM, Leadership, Training, Strategy, Employee Training, Coaching
Education
Missouri Baptist University 1998 — 1999
Wentzville High School 1994 — 1998
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
OptumHealth July 2009 - Present
HSBC July 2007 - June 2008
Ameriprise Financial November 2006 - June 2007
Carlson Companies October 2005 - July 2006
Carlson Marketing Worldwide 2005 - 2006
Best Buy October 2004 - May 2005
Fingerhut July 1996 - December 2001
ING September 1994 - June 1996
Walsh America June 1990 - August 1994
Enterprise-Rent-a-Car February 1989 - June 1990
Education
University of St. Thomas 2000 — 2004
MBA, Finance
Minnesota State University, Mankato 1982 — 1986
BS, Marketing, Computer Science
HSBC January 2014 - Present
Insight Global July 2013 - January 2014
EMC December 2011 - July 2013
EMC January 2006 - December 2011
Skills
Disaster Recovery, Storage Area Networks, Business Continuity, Team Building, Team Leadership, Data Center, Storage, NAS, Thin Provisioning, Storage Management, EMC Storage, NetApp, Data Migration, Professional Services, Storage Virtualization, Replication, Unix, Enterprise Storage, Virtualization, Storage Architecture, Solution Architecture, Clariion, IT Service Management, IT Strategy, IT Operations, Vendor Management, Symmetrix, SharePoint, High Availability, SAN, VMware, Brocade, VMware ESX, Fibre Channel, Storage Solutions, ITIL, Cisco Technologies, Capacity Planning, ECC, SRDF, Requirements Gathering, Software Documentation, Requirements Analysis, Project Management, IT Management, Enterprise Architecture
Education
Michigan State University 2001 — 2005
Bachelor of Science (BS), Electrical Engineering with IT specialization
HSBC May 2015 - Present
Metropolitan Bank Group, Inc. August 2013 - May 2015
Bank of America June 2011 - July 2013
Anchor Bancorp Wisconsin Inc July 2010 - May 2011
Midwest Banc Holdings, Inc. July 2009 - June 2010
JPMorgan Chase 2002 - December 2008
PricewaterhouseCoopers 2000 - 2002
Arthur Andersen 1987 - 2000
Skills
Financial Reporting, Finance, Internal Controls, Due Diligence, Auditing, Accounting, Internal Audit, SEC filings, Financial Risk, Strategy, Mergers & Acquisitions, Treasury, Investment Banking, US GAAP, Financial Analysis, Credit, Sarbanes-Oxley, Banking, Risk Management, Financial Services, Securities, Capital Markets, Financial Audits, Restructuring, Treasury Management, Cash Management, Enterprise Risk..., Investments, Governance, SEC Filings, Sarbanes-Oxley Act
Education
Miami University 1983 — 1987
Bachelors of Science, Finance and Accounting
HSBC May 2015 - Present
HSBC May 2013 - May 2015
HSBC July 2010 - May 2013
HSBC India 2007 - July 2010
HSBC March 2004 - April 2007
Nexmedia Technologies Inc. January 2000 - March 2004
Syntecor 2001 - 2002
EY 1995 - 2000
Skills
Offshoring, IT Strategy, Strategic Planning, Team Building, Business Transformation, Outsourcing, Strategy Development, Change Management, Program Management, Business Process..., Software Project..., Strategy, Governance, SDLC, PMO, Management, Vendor Management, Business Analysis, Process Improvement, Leadership, Risk Management, Project Portfolio...
Education
Mississippi State University 1991 — 1993
MS, Industrial Engineering
a private hedge fund April 2010 - Present
Citigroup April 2006 - February 2010
Citi April 2006 - April 2009
HSBC 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1995 - 2000
Michigan State University 1994 - 1995
Skills
Credit Derivatives, Derivatives, Trading Systems, Hedge Funds, Equities, Trading, Analytics, Fixed Income, Credit Risk, Quantitative Investing, Investment Banking, Quantitative Finance, Trading Strategies, Electronic Trading, Quantitative Analytics, Capital Markets, Financial Markets, Risk Management, Credit, Market Risk, Equity Derivatives, Financial Modeling, Options
Education
Stanford University 1993 — 1994
Postdoctoral, Chemical Physics
Michigan State University 1992 — 1993
Postdoctoral, Chemical Physics
West Virginia University 1987 — 1992
PhD, Chemical Physics
Chinese Academy of Sciences 1983 — 1986
MS, Chemical Physics
Nankai University 1979 — 1983
BS, Chemistry
HSBC October 2014 - Present
Bank of America Merrill Lynch March 2013 - July 2014
Bank of America Merrill Lynch October 2011 - March 2013
Bank of America August 2011 - October 2011
Bank of America Home Loans October 2010 - September 2011
Bank of America July 2010 - October 2010
Americo Life Insurance & Annuity January 2007 - January 2009
TRANSAMERICA LIFE INSURANCE CO 2004 - January 2007
Transamerica Life Insurance Company 2002 - 2004
Skills
Process Improvement, Training, Team Building, Customer Service, Leadership, Insurance, Management, Business Process, Auditing, System Administration, Marketing, Employee Relations, Sales, Software Documentation, Call Centers, Business Analysis, Analysis, Banking, Microsoft Excel, Performance Management, Change Management, Customer Satisfaction, Team Leadership, Vendor Management, Budgets, Negotiation, Strategic Planning, Relationship Management, Risk Management, CRM, Employee Benefits, Project Management, Financial Analysis, Business Development, Data Analysis, Team Management, Customer Retention, Accounting, New Business Development, Quality Assurance, Business Process..., Access
Education
Harrisonville High School 1994 — 1997
Missouri State University
Business
Gastown Cycling Association January 2012 - Present
Independant IT Professional January 2010 - Present
Toastmasters District 21 April 2013 - November 2013
GranFondo Canada June 2013 - October 2013
Toastmasters District 21 July 2012 - July 2013
HSBC 2006 - 2009
HSBC 2005 - 2006
HSBC 2003 - 2005
HSBC 1996 - 2003
HSBC 1988 - 1996
Skills
Team Building, Workshop Facilitation, Business Analysis, Relationship Management, Product Management, Strategy, IT Strategy, Leadership, Budgets, Strategic Planning, Software Development, Management, Access, Program Management, Software Project..., Project Management, SDLC, Call Centers, Team Leadership, Management Consulting, Change Management, Finance, Information Technology, Data Warehousing, Time Management, Financial Services, Executive Management, ITIL, Professional Mentoring, Employee Engagement, Sales, Testing, Training, Integration, Product Development, Security, Coaching, Business Process..., Requirements Analysis, Vendor Management, PMP, Business Intelligence, IT Management, Analytics
Education
Mohawk College 1982 — 1985
Computer Technology Diploma
Anheuser-Busch Employees' Credit Union and Divisions June 2015 - Present
Penncro Associates February 2012 - June 2015
LMI Solutions, Inc. April 2011 - January 2012
HSBC April 2004 - May 2011
HSBC September 2001 - February 2004
Conseco Finance February 1997 - September 2001
Household Finance 1992 - 1994
Household Finance 1992 - 1994
Skills
Project Management, Leadership, Six Sigma, Credit, Call Center, Mortgage Lending, Risk Management, Vendor Management, Relationship Management, Financial Services, Process Improvement, Sales Management, Outsourcing, Financial Analysis, New Business Development, Business Development, Change Management, Team Building, Business Analysis, Executive Management, Business Process..., Call Centers, Banking, Loans, Strategic Planning, Team Leadership, Management, CRM, Sales, Strategy, Mortgage Banking, Portfolio Management, Finance, Management Consulting, Program Management, Employee Engagement, Credit Cards, Credit Risk, Financial Risk, Analytics, Insurance, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1990
Executive MBA, AFSA
Michigan State University 1982 — 1986
BA, Communications and Business
Household Finance Corporation July 2010 - Present
HSBC May 2009 - August 2010
HSBC January 2004 - May 2009
Household International September 1997 - January 2004
Household International November 1982 - September 1997
Skills
Mortgage Lending, Community Service, Management, Customer Service, Employee Training, Risk Management, Compliance, Process Improvement, Consumer Lending, Meeting Planning, Offshore Transition, Travel Management, Quality Assurance, Credit Risk, Underwriting, Loan Origination, Cashiering, Close Attention to..., Microsoft Excel, Microsoft Word, Bookkeeping, QuickBooks, PowerPoint, Organization, Proofreading, Newsletters, Typing, Bartending, Waitressing, Cooking, Catering, Horse Training, Banking, Operational Risk..., Credit Cards, Financial Services
Education
Miami University 1978 — 1979
Oxford, Ohio, Accounting
HSBC January 2008 - April 2008
Aegis Communications May 2007 - September 2007
JP Morgan Chase September 2001 - June 2006
Gus Shaffar Ford Lincoln Mercury Inc. February 1980 - June 1997
Education
Ford Motor Company 1989 — 1989
Situational Leadership
Missouri Southern State University 1975 — 1980
Accounting, Economics / Finance, Marketing / Management
Parkwood High School 1971 — 1975
Diploma, Marketing/Management, Accounting
RCN October 2013 - Present
RCN February 2012 - October 2013
RCN 2007 - 2012
HSBC August 2007 - October 2007
RCN 2004 - 2005
RCN 2003 - 2004
RCN 2000 - 2003
Enterprise Rent-A-Car May 1999 - April 2000
Skills
Building Rapport, Sales Closing, People Management, Problem Solving, Fast Learner, Microsoft Excel, Self-driven, Reliability, Management, Team Leadership, Call Centers, Leadership, Selling, Sales, Training, Cold Calling, Deal Closure, Customer Retention, Sales Management, Customer Satisfaction, Customer Service
Education
College Misericordia 1996 — 1999
Bachelors, Marketing/Business Admin
Luzerne County Community College 1993 — 1995
associates degree, business management
Grandfield & Dodd LLC March 2015 - Present
Steinberg Asset Management November 2007 - March 2015
Strategic Investment Advisors July 2003 - November 2007
HSBC August 2001 - July 2003
LCMGI / XEROX CORP April 1997 - August 2001
Skills
Advent, Bloomberg, Omgeo Oasys, Omgeo Alert, Portfolio Performance..., Account Reconciliation, Operations Management, Settlement, Corporate Actions, Hedge Funds Performance..., Analysis, Customer Service, Finance, Investment Management, Management, Microsoft Excel, Microsoft Office, Portfolio Management
Education
SUNY Polytechnic Institute 2004 — 2006
MBA, Technology Management with concentration in Finance
SUNY Polytechnic Institute 2001 — 2003
Bachelor's degree, Business Administration, Management and Operations
Mohawk Valley Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
All American Garage Door Services March 2007 - Present
HSBC 2004 - 2007
Washington Mutual, Inc. 1986 - 2004
Education
Middle Tennessee State University 1977 — 1981
Bachelor of Science, Advertising
HSBC August 2013 - Present
Bank of Tokyo-Mitsubishi April 2007 - August 2013
City National Bank December 2005 - April 2007
Cathay Bank August 2005 - December 2005
International Bank of California November 2004 - August 2005
Skills
Bank Secrecy Act, BSA, USA PATRIOT Act, KYC, AML, OFAC, Financial Institutions, Operational Risk..., Quality Auditing
Education
Mission College
Business Administration and Management, General
Minnesota Department of Human Services July 2014 - Present
StayWell Health Management October 2011 - June 2014
UnitedHealth Group March 2010 - September 2011
Carlson Marketing Group November 2009 - February 2010
HSBC 2003 - 2009
UnitedHealth Group 2001 - 2003
Mayo Clinic 1987 - 2001
Skills
Analytics, Data Analysis, SAS, CRM
Education
Minnesota State University, Mankato 1983 — 1987
BS, Mathematics, Statistics
BFI CANADA November 2011 - Present
Aquatrust March 2011 - November 2011
Outdoor Revolution Ltd January 2010 - December 2010
HSBC May 2008 - January 2010
Combined Insurance June 2006 - May 2008
Skills
Sales, Customer Service, Account Management, New Business Development, Negotiation, Cold Calling, Team Building, Marketing Strategy, Product Development, Direct Sales, Marketing, Advertising
Education
Mohawk College 2001 — 2004
Marketing, Advertising, and Applied Communication, Honours
GAMEPLAN FINANCIAL March 2009 - December 2009
Vyne Industries June 2008 - December 2008
HSBC March 2004 - April 2008
Education
Middle Tennessee State University 1998 — 2001
BS, International Relations
Middle TN State University
B.S, International Relations
JPMorgan Chase September 2012 - Present
Goldstar Financial January 2012 - August 2012
First Mortgage Corp April 2009 - December 2011
HSBC April 1993 - April 2009
Skills
Mortgage Lending, Loan Origination, Credit, Loans, Refinance, FHA, Mortgage Banking, Underwriting, USDA, Banking, Process Improvement, Financial Analysis
Education
Michigan State University
Bachelor of Arts (B.A.)
Skybox Event Productions January 2012 - Present
24-Hour Medical Staffing Services June 2011 - Present
Hongkong and Shanghai Banking Corporation (HSBC) April 2010 - August 2010
HSBC March 2010 - August 2010
Summit Media Corporation March 2009 - December 2009
Skills
Pinterest, Event Planning, Events, Corporate Events, Instagram, Coordinating Events, Social Media Marketing, Social Media, New Media, Travel, Travel Arrangements, Broadcast, Communication, Film Production, WordPress, Blogging, Journal Entries
Education
Miriam College 2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Miriam College 2006 — 2010
Bachelor's degree, Communication and Media Studies
WebSpun, Inc. November 2011 - Present
HSBC 2005 - November 2011
Household International 2002 - 2005
Diamond Management & Technology Consultants 1999 - 2001
Freelance Designer 1994 - 2001
Classified Ventures 1998 - 1999
Skills
Accessibility, User Interface Design, User Experience, Interaction Design, User Interface, CSS, HTML 5, XHTML, Usability, Flash, jQuery, Dreamweaver, JavaScript, PHP, Illustrator
Education
Missouri State University 1988 — 1993
BFA, Graphic Design, Information Design, Typography, Illustration
Woo Family Trust December 2009 - Present
HSBC 1999 - 2009
Skills
Relationship Management, Marketing Strategy, Analytics, Market Research, Email Marketing, E-commerce, Digital Marketing, Project Management, Business Analysis, SEO, Direct Marketing, Segmentation, Customer Experience, Credit Cards, Team Leadership, Strategy, Customer Analysis, CRM, Business Strategy, Customer Acquisition, Marketing, Strategic Planning, Banking, Vendor Management, Digital Strategy, Online Marketing, Competitive Analysis, Management, Portfolio Management, Business Development, Marketing Management, Team Management, Financial Services, Lead Generation, Customer Retention, Cross Selling, Product Management, Risk Management, Business Planning, Retail Banking, Negotiation, Payments, Entrepreneurship, Finance, Investments
Education
Middlebury Institute of International Studies at Monterey
MBA, Marketing, Operations
University of California, Davis
Environmental Science, Landscape Architecture & Environmental Planning
First National Bank of Omaha July 2013 - Present
First National Bank of Omaha November 2011 - Present
First National Bank November 2011 - Present
Wells Fargo May 2008 - November 2011
Wells Fargo June 2009 - October 2011
Wells Fargo August 2008 - June 2009
HSBC May 2003 - August 2008
HSBC Finance May 2003 - August 2008
Skills
Risk Management, Management, Training, Credit, Process Improvement, Mortgage Lending, Banking, Loans, Leadership, Loan Origination, Portfolio Management, Retail Banking, Business Development, Analysis, Mergers & Acquisitions, Financial Risk, Financial Services, Insurance
Education
University of Nebraska-Lincoln 1999 — 2000
Business Administration and Management, General
Southeast Community College 1997 — 1999
Business Administration and Management, General
Mid-Plains Community College 1996 — 1997
Computer Science
Mid-Plains Community College
Computer Programming
Southeast Community College
Business Administration
University of Nebraska
Business Administration
HSBC December 2005 - Present
Metris Companies June 1999 - December 2005
GMAC-RFC August 1991 - June 1999
Bell Atlantic Computer Products, Inc January 1988 - August 1991
Education
Minnesota State University, Mankato 1982 — 1984
BS, Social Work
Southwest Minnesota State University 1977 — 1981
Sociology
HSBC November 2014 - Present
JPMorgan Chase December 2012 - November 2014
JP Morgan Chase July 2011 - December 2012
JPMorgan Chase February 2007 - July 2011
Skills
Risk Assessment, Internal Controls, Banking/Brokerage..., AML Compliance, OFAC Sanctions, Risk Management
Education
The Ohio State University 2011 — 2012
MBA, Corporate Governance and Regulation
Miami University 2002 — 2006
BS, Business Economics
Miami University 2002 — 2006
BA, Political Science & Economics
Michigan State University September 2007 - Present
HSBC July 2011 - August 2011
Namyangjusi May 2009 - May 2011
Bingham Elementary January 2008 - May 2008
Skills
Finance, Data Analysis, Statistics, SPSS, Access, Matlab, Social Media, Higher Education, Economics, Analysis, Spanish, Facebook, Team Leadership, Social Networking, Financial Analysis
Education
Michigan State University 2007 — 2014
Advertising Management, Bachelor of Communication Art and Science
King's West High School 2004 — 2007
HSBC May 2015 - Present
Milwaukee School of Engineering September 2012 - Present
AMC Theatres April 2010 - August 2012
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Public Speaking
Education
Milwaukee School of Engineering 2012 — 2016
HSBC 2006 - 2013
Skills
Banking, Finance, International Business, Capital Markets, Sales, Risk Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
The University of Chicago Booth School of Business 1995 — 1999
Master of Business Administration (MBA), Finance, General
Miami University 1977 — 1981
Bachelor's degree, Finance, General
New York State Thruway Authority March 2010 - Present
Northwest Savings Bank June 2008 - February 2010
HSBC June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Banking
Education
Michigan State University 2003 — 2007
Bachelor's degree, Finance, General, 3.25 GPA