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
Charlotte Tsou Charlotte Tsou's HSBC Experience January 2012 - Present
Job Senior Vice President, Regional Head of Analytics & CRM, HSBC
Industry Financial Services
Experience
HSBC January 2012 - Present
HSBC March 2011 - December 2011
HSBC January 2009 - March 2011
HSBC January 2007 - December 2008
HSBC 2004 - 2006
Citi 2003 - 2004
Principal Financial Group 2002 - 2003
Sinonet Venture Capital 1999 - 2001
Skills
Business Analytics, Management, New Business Development, Account Management, Consulting, Strategic Leadership, Team Management, CRM, Retail Banking, Marketing, Strategy, Strategic Planning, Financial Modeling, Consumer Lending, Wealth Management, International Business, International Relations, International Sales &..., Cross-cultural..., Cross Cultural..., Cross-cultural Teams, Analysis, Data Analytics, Emerging Markets, Digital Marketing, Credit Cards, Customer Segmentation..., Portfolio Management, Talent Management, Analytics
Education
Northwestern University 2001 — 2002
Master's degree, Marketing
New York University 1996 — 1998
Bachelor of Applied Science (BASc), Mass Communication/Media Studies
HSBC January 2012 - Present
HSBC March 2011 - December 2011
HSBC January 2009 - March 2011
HSBC January 2007 - December 2008
HSBC 2004 - 2006
Citi 2003 - 2004
Principal Financial Group 2002 - 2003
Sinonet Venture Capital 1999 - 2001
Skills
Business Analytics, Management, New Business Development, Account Management, Consulting, Strategic Leadership, Team Management, CRM, Retail Banking, Marketing, Strategy, Strategic Planning, Financial Modeling, Consumer Lending, Wealth Management, International Business, International Relations, International Sales &..., Cross-cultural..., Cross Cultural..., Cross-cultural Teams, Analysis, Data Analytics, Emerging Markets, Digital Marketing, Credit Cards, Customer Segmentation..., Portfolio Management, Talent Management, Analytics
Education
Northwestern University 2001 — 2002
Master's degree, Marketing
New York University 1996 — 1998
Bachelor of Applied Science (BASc), Mass Communication/Media Studies
Colleen Schul Colleen Schul's HSBC Experience September 2010 - Present
Job Senior Rep at HSBC
Industry Financial Services
Experience
HSBC September 2010 - Present
Education
Niagara University 1980 — 1984
Biochemistry, Chemistry
HSBC September 2010 - Present
Education
Niagara University 1980 — 1984
Biochemistry, Chemistry
Jianyu Chen Jianyu Chen's HSBC Experience June 2011 - July 2011
Job Student at New York University
Industry Financial Services
Experience
Prudential Assurance June 2012 - August 2012
HSBC June 2011 - July 2011
Education
New York University 2010 — 2014
Prudential Assurance June 2012 - August 2012
HSBC June 2011 - July 2011
Education
New York University 2010 — 2014
Shenmin Wang Shenmin Wang's HSBC Experience December 2012 - January 2013
Job Student at New York University
Industry Financial Services
Experience
San Francisco State University September 2013 - December 2013
Citi July 2013 - August 2013
HSBC December 2012 - January 2013
Changjiang Securities July 2011 - August 2011
Skills
Java, SAS programming, Finance, Mathematics, Python, Matlab, C++, Stata, Economics
Education
New York University 2014 — 2016
Master of Science (MS), Finance Engineering
San Francisco State University 2011 — 2014
Bachelor of Science (BS), Double Major: Finance & Statistics, Minor: Economics, A
Wuhan University 2009 — 2011
Business Administration and Management, General
San Francisco State University September 2013 - December 2013
Citi July 2013 - August 2013
HSBC December 2012 - January 2013
Changjiang Securities July 2011 - August 2011
Skills
Java, SAS programming, Finance, Mathematics, Python, Matlab, C++, Stata, Economics
Education
New York University 2014 — 2016
Master of Science (MS), Finance Engineering
San Francisco State University 2011 — 2014
Bachelor of Science (BS), Double Major: Finance & Statistics, Minor: Economics, A
Wuhan University 2009 — 2011
Business Administration and Management, General
Yorke Li's HSBC Experience June 2012 - August 2012
Job Founder of Hilegen Inc. Student at New York University
Industry Capital Markets
Experience
Hilegen Inc. January 2014 - Present
HSBC June 2012 - August 2012
Industrial and Commercial Bank of China June 2011 - September 2011
Skills
Financial Accounting, Economics, Public Speaking, English, Chinese, French, Microsoft Office, Windows, Research, Photoshop, Mac, Teamwork
Education
New York University 2011 — 2015
San Francisco Waldorf High School 2008 — 2011
Hilegen Inc. January 2014 - Present
HSBC June 2012 - August 2012
Industrial and Commercial Bank of China June 2011 - September 2011
Skills
Financial Accounting, Economics, Public Speaking, English, Chinese, French, Microsoft Office, Windows, Research, Photoshop, Mac, Teamwork
Education
New York University 2011 — 2015
San Francisco Waldorf High School 2008 — 2011
Kayla Lahijani's HSBC Experience December 2011 - April 2012
Job Global Institutional Onboarding
Industry Investment Banking
Experience
Deutsche Bank March 2014 - Present
JPMorgan Chase- Corporate Development Program April 2013 - December 2013
JPMorgan Chase - Corporate & Investment Banking T&O April 2012 - May 2013
HSBC December 2011 - April 2012
Sallie Mae October 2009 - December 2011
Skills
Banking, Recruiting, Mutual Funds, Management, Process Improvement, Performance Management, Customer Service, Strategic Planning, Change Management, Leadership, Onboarding, Anti Money Laundering
Education
New York University 2014 — 2014
Human Capital Management
University of Delaware 2006 — 2010
Bachelor of Arts, International Political Economy
University of Delaware
Certificate, Paralegal
University of Delaware
Certificate, Project Management
Deutsche Bank March 2014 - Present
JPMorgan Chase- Corporate Development Program April 2013 - December 2013
JPMorgan Chase - Corporate & Investment Banking T&O April 2012 - May 2013
HSBC December 2011 - April 2012
Sallie Mae October 2009 - December 2011
Skills
Banking, Recruiting, Mutual Funds, Management, Process Improvement, Performance Management, Customer Service, Strategic Planning, Change Management, Leadership, Onboarding, Anti Money Laundering
Education
New York University 2014 — 2014
Human Capital Management
University of Delaware 2006 — 2010
Bachelor of Arts, International Political Economy
University of Delaware
Certificate, Paralegal
University of Delaware
Certificate, Project Management
Amber Zhang Amber Zhang's HSBC Experience June 2012 - August 2012
Job Internal Audit Analyst at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
AIG June 2014 - August 2014
modern guild March 2013 - June 2014
HSBC June 2012 - August 2012
Skills
Social Media, Analytics, Data Analysis, Entrepreneurship, Research
Education
New York University 2014 — 2015
Master's degree, Economics
New York University 2010 — 2014
Bachelor's Degree, Economics
AIG March 2015 - Present
AIG June 2014 - August 2014
modern guild March 2013 - June 2014
HSBC June 2012 - August 2012
Skills
Social Media, Analytics, Data Analysis, Entrepreneurship, Research
Education
New York University 2014 — 2015
Master's degree, Economics
New York University 2010 — 2014
Bachelor's Degree, Economics
William Craig's HSBC Experience August 2002 - February 2005
Job Banking Officer Accounting Policy & Projects
Industry Banking
Experience
M&T Bank February 2015 - Present
Citi April 2008 - March 2015
Columbus McKinnon June 2006 - April 2008
Tara Cares February 2005 - June 2006
HSBC August 2002 - February 2005
Skills
Finance, Financial Analysis, Financial Reporting, Cash Management, Microsoft Office, Account Reconciliation, Accounting, Equities, General Ledger, Internal Controls, Banking, Financial Accounting, Variance Analysis, Capital Markets, Fixed Income, Income Statement, Microsoft Word, Inventory Management, Forecasting, Financial Statements, Financial Audits, Accruals, Cash Flow, Treasury Management, Treasury, Financial Statement..., Corporate Finance, Financial Risk, Journal Entries, SEC filings
Education
Saint Leo University 2000 — 2002
Bachelor of Arts (BA), Accounting
Niagara County Community College 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Accounting
M&T Bank February 2015 - Present
Citi April 2008 - March 2015
Columbus McKinnon June 2006 - April 2008
Tara Cares February 2005 - June 2006
HSBC August 2002 - February 2005
Skills
Finance, Financial Analysis, Financial Reporting, Cash Management, Microsoft Office, Account Reconciliation, Accounting, Equities, General Ledger, Internal Controls, Banking, Financial Accounting, Variance Analysis, Capital Markets, Fixed Income, Income Statement, Microsoft Word, Inventory Management, Forecasting, Financial Statements, Financial Audits, Accruals, Cash Flow, Treasury Management, Treasury, Financial Statement..., Corporate Finance, Financial Risk, Journal Entries, SEC filings
Education
Saint Leo University 2000 — 2002
Bachelor of Arts (BA), Accounting
Niagara County Community College 1998 — 2001
Associate of Arts and Sciences (A.A.S.), Accounting
Erika Osberg's HSBC Experience January 2015 - Present
Job Business Communications Manager at HSBC
Industry Financial Services
Experience
HSBC January 2015 - Present
New York Sports Club July 2015 - Present
Chelsea Piers June 2015 - Present
FitFluential December 2014 - Present
LA Fitness January 2014 - January 2015
HSBC July 2013 - January 2015
Niagara University May 2012 - May 2013
Kaplan May 2012 - January 2013
Niagara University Student Government Association September 2011 - May 2012
Skills
Data Analysis, Research, Student Development, Psychology, Statistics, Higher Education, SPSS, Microsoft Word, Team Leadership, Microsoft Office, Digital Marketing, Email Strategy, Social Media, Project Planning, Microsoft Excel, Digital Strategy, Statistical Data..., Presentations, Microsoft Publisher, Teaching, Academic Advising, Facebook, Event Planning, Event Management, Writing, Customer Service, Editing, Digital Media, Email Marketing, Leadership, PowerPoint, Public Speaking, Management, Time Management, Social Networking, Basic HTML, SEO, Marketing, Project Management, Product Management, Blogging, Social Media Marketing, Marketing Strategy, Market Research
Education
Niagara University 2010 — 2013
Bachelor of Arts (B.A.), Psychology, 3.94
HSBC January 2015 - Present
New York Sports Club July 2015 - Present
Chelsea Piers June 2015 - Present
FitFluential December 2014 - Present
LA Fitness January 2014 - January 2015
HSBC July 2013 - January 2015
Niagara University May 2012 - May 2013
Kaplan May 2012 - January 2013
Niagara University Student Government Association September 2011 - May 2012
Skills
Data Analysis, Research, Student Development, Psychology, Statistics, Higher Education, SPSS, Microsoft Word, Team Leadership, Microsoft Office, Digital Marketing, Email Strategy, Social Media, Project Planning, Microsoft Excel, Digital Strategy, Statistical Data..., Presentations, Microsoft Publisher, Teaching, Academic Advising, Facebook, Event Planning, Event Management, Writing, Customer Service, Editing, Digital Media, Email Marketing, Leadership, PowerPoint, Public Speaking, Management, Time Management, Social Networking, Basic HTML, SEO, Marketing, Project Management, Product Management, Blogging, Social Media Marketing, Marketing Strategy, Market Research
Education
Niagara University 2010 — 2013
Bachelor of Arts (B.A.), Psychology, 3.94
Natalia Roza Baczynska Natalia Roza Baczynska's HSBC Experience January 2010 - October 2011
Job Marketing Enthusiast
Industry Marketing and Advertising
Experience
Trespa June 2014 - Present
Samsung Electronics November 2011 - February 2014
HSBC January 2010 - October 2011
HSBC December 2007 - January 2010
Skills
Marketing Strategy, Marketing, Digital Marketing, Google Adwords, Google Analytics, Direct Marketing, SEM, MailChimp, Market Research, 3rd Party Relationships, Management, Negotiation, Technology Research, Portfolio Management, Business Relationship..., Business Development, Event Planning, Events Coordination, Sales Management, Relationship Management, Business Analysis, Market Analysis, Account Management, PowerPoint, Strategy, Employer Branding, Project Coordination, Competitive Analysis, Customer Experience, Microsoft Office, Customer Insight, Cross Selling, Banking, Retail Banking, CRM
Education
New York University 2015 — 2016
Certificate, Digital Marketing
National Defense University 2007 — 2009
Master’s Degree, Business Management
National Defense University 2004 — 2007
Bachelor’s Degree, European Studies
Trespa June 2014 - Present
Samsung Electronics November 2011 - February 2014
HSBC January 2010 - October 2011
HSBC December 2007 - January 2010
Skills
Marketing Strategy, Marketing, Digital Marketing, Google Adwords, Google Analytics, Direct Marketing, SEM, MailChimp, Market Research, 3rd Party Relationships, Management, Negotiation, Technology Research, Portfolio Management, Business Relationship..., Business Development, Event Planning, Events Coordination, Sales Management, Relationship Management, Business Analysis, Market Analysis, Account Management, PowerPoint, Strategy, Employer Branding, Project Coordination, Competitive Analysis, Customer Experience, Microsoft Office, Customer Insight, Cross Selling, Banking, Retail Banking, CRM
Education
New York University 2015 — 2016
Certificate, Digital Marketing
National Defense University 2007 — 2009
Master’s Degree, Business Management
National Defense University 2004 — 2007
Bachelor’s Degree, European Studies
Mary E. Rogozinski Mary E. Rogozinski's HSBC Experience 2000 - 2003
Job Former Administrative Assistant at RealtyUSA
Industry Real Estate
Experience
RealtyUSA October 2014 - June 2015
Hamister Group, Inc. February 2006 - August 2014
McGee & Gelman 2003 - April 2005
HSBC 2000 - 2003
Uniland Development Company 1987 - 1999
Skills
Administrative..., Event Planning, Teamwork, Microsoft Publisher, Photoshop, Notary Public, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Professional, PowerPoint, Microsoft Outlook, Research, SharePoint, Google Analytics, Harvard Graphics, Editing, Travel Arrangements, Account Reconciliation, Teaching, Budgets, HTML, Social Networking, Access, Strategic Planning, Public Speaking, Negotiation, Data Analysis, Data Entry, Social Media, Graphical Presentation, Customer Service, Team Building, Spreadsheets, Sales, Payroll, Invoicing, Administration
Education
Niagara County Community College 1973 — 1974
Executive Secretarial Science
North Tonawanda Senior High School 1970 — 1973
Regents Diploma, Secretarial Science
RealtyUSA October 2014 - June 2015
Hamister Group, Inc. February 2006 - August 2014
McGee & Gelman 2003 - April 2005
HSBC 2000 - 2003
Uniland Development Company 1987 - 1999
Skills
Administrative..., Event Planning, Teamwork, Microsoft Publisher, Photoshop, Notary Public, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Professional, PowerPoint, Microsoft Outlook, Research, SharePoint, Google Analytics, Harvard Graphics, Editing, Travel Arrangements, Account Reconciliation, Teaching, Budgets, HTML, Social Networking, Access, Strategic Planning, Public Speaking, Negotiation, Data Analysis, Data Entry, Social Media, Graphical Presentation, Customer Service, Team Building, Spreadsheets, Sales, Payroll, Invoicing, Administration
Education
Niagara County Community College 1973 — 1974
Executive Secretarial Science
North Tonawanda Senior High School 1970 — 1973
Regents Diploma, Secretarial Science
Dimitri Damiris Dimitri Damiris's HSBC Experience September 2014 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC September 2014 - Present
Citi July 2006 - September 2014
Skills
Financial Markets, Derivatives, Structured Products, Options, Investments, Customer Relations
Education
New York University 2002 — 2006
BA, Economics
HSBC September 2014 - Present
Citi July 2006 - September 2014
Skills
Financial Markets, Derivatives, Structured Products, Options, Investments, Customer Relations
Education
New York University 2002 — 2006
BA, Economics
Angela Yan's HSBC Experience 2007 - 2008
Job
Industry Financial Services
Experience
Allianz Asset Management 2008 - 2012
HSBC 2007 - 2008
Credit Suisse 2005 - 2006
Credit Suisse 2004 - 2005
Credit Suisse 1997 - 2003
Hambrecht & Quist 1994 - 1996
Skills
Mutual Funds, Project Management, Marketing, Financial Analysis, Business Strategy, Visio, Equities, Financial Services, Series 7, Relationship Management, Investments, Business Analysis, PowerPoint, Microsoft Excel, Finance, Management, Analytics, Business Process..., Data Analysis, Competitive Analysis, CRM, Process Improvement, Strategy, Business Objects, SQL
Education
New York University
BA, Mass Media/Communications
Allianz Asset Management 2008 - 2012
HSBC 2007 - 2008
Credit Suisse 2005 - 2006
Credit Suisse 2004 - 2005
Credit Suisse 1997 - 2003
Hambrecht & Quist 1994 - 1996
Skills
Mutual Funds, Project Management, Marketing, Financial Analysis, Business Strategy, Visio, Equities, Financial Services, Series 7, Relationship Management, Investments, Business Analysis, PowerPoint, Microsoft Excel, Finance, Management, Analytics, Business Process..., Data Analysis, Competitive Analysis, CRM, Process Improvement, Strategy, Business Objects, SQL
Education
New York University
BA, Mass Media/Communications
Edward A. Zakrzewski Edward A. Zakrzewski's HSBC Experience June 2008 - December 2013
Job Experienced Futures Operations Professional
Industry Financial Services
Experience
HSBC June 2008 - December 2013
Société Générale January 2007 - June 2008
Barclays May 2001 - January 2007
J.P. Morgan January 1996 - May 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Customer Service, Windows, Research, Outlook, Account Reconciliation, Management, Back Office, Settlement, Bloomberg, Trading
Education
New York University
Bachelor of Science (BS), Marketing
HSBC June 2008 - December 2013
Société Générale January 2007 - June 2008
Barclays May 2001 - January 2007
J.P. Morgan January 1996 - May 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Customer Service, Windows, Research, Outlook, Account Reconciliation, Management, Back Office, Settlement, Bloomberg, Trading
Education
New York University
Bachelor of Science (BS), Marketing
Nadir Saigol Nadir Saigol's HSBC Experience 2012 - 2012
Job Masters Candidate New York University
Industry Real Estate
Experience
MyGradPad September 2013 - Present
HSBC 2012 - 2012
HSBC Private Bank 2010 - 2010
Skills
International Business, Finance, Social Networking, Chinese Foreign Policy, Corporate Social..., Microsoft Office, Financial Analysis, Model United Nations, Microsoft Excel, Trading, Real Estate Economics, Banking, Retirement Planning, Investments, Economics, PowerPoint, Mutual Funds, Sales, Brokerage, Due Diligence, Social Media, U.S. China Relations, Bloomberg, Chinese Business..., Chinese Auto Industry, Marketing, Research, Receivable Finance, Snack Food Industry, Textile Industry, Corporate Risk..., Selling, Argus Modeling, Commercial Real Estate, Real Estate Financing, International Real..., Real Estate Transactions
Education
New York University
Master of Science (MS), Real Estate
Rollins College 2009 — 2013
Bachelor of Arts (BA), International Business
Shanghai Jiao Tong University 2012 — 2012
Chinese Business Development
MyGradPad September 2013 - Present
HSBC 2012 - 2012
HSBC Private Bank 2010 - 2010
Skills
International Business, Finance, Social Networking, Chinese Foreign Policy, Corporate Social..., Microsoft Office, Financial Analysis, Model United Nations, Microsoft Excel, Trading, Real Estate Economics, Banking, Retirement Planning, Investments, Economics, PowerPoint, Mutual Funds, Sales, Brokerage, Due Diligence, Social Media, U.S. China Relations, Bloomberg, Chinese Business..., Chinese Auto Industry, Marketing, Research, Receivable Finance, Snack Food Industry, Textile Industry, Corporate Risk..., Selling, Argus Modeling, Commercial Real Estate, Real Estate Financing, International Real..., Real Estate Transactions
Education
New York University
Master of Science (MS), Real Estate
Rollins College 2009 — 2013
Bachelor of Arts (BA), International Business
Shanghai Jiao Tong University 2012 — 2012
Chinese Business Development
Dan Lent Dan Lent's HSBC Experience September 2010 - June 2012
Job VP | Sr. Business Banking Relationship Manager
Industry Banking
Experience
KeyBank June 2013 - Present
First Niagara Bank May 2012 - June 2013
HSBC September 2010 - June 2012
Ocean Capital September 2009 - September 2010
Small Business Loan Source September 2003 - February 2009
Valley National Bank March 1998 - August 2003
Skills
SBA 7(a), SBA 504, USDA B&I Program, New Business Development, SBA, Loans, Commercial Banking, Mortgage Lending, Loan Origination, Banking, Real Estate, Commercial Lending, Commercial Mortgages, Lines Of Credit, Construction Loans, Credit, Cross Selling, Small Business Lending, Small Business, Cash Management, Credit Analysis, Commercial Real Estate, Credit Risk, Asset Based Lending, Treasury Management, Mortgage Banking, Finance, Relationship Management, Financial Analysis, Sales, Investments, Underwriting, Selling, Business Development, Financial Services, Funding, Refinance, Portfolio Management, Financial Structuring, Cash Flow Lending, USDA, Commercial Finance, Real Estate Financing, Real Estate Economics, Middle Market
Education
Niagara University 1983 — 1987
KeyBank June 2013 - Present
First Niagara Bank May 2012 - June 2013
HSBC September 2010 - June 2012
Ocean Capital September 2009 - September 2010
Small Business Loan Source September 2003 - February 2009
Valley National Bank March 1998 - August 2003
Skills
SBA 7(a), SBA 504, USDA B&I Program, New Business Development, SBA, Loans, Commercial Banking, Mortgage Lending, Loan Origination, Banking, Real Estate, Commercial Lending, Commercial Mortgages, Lines Of Credit, Construction Loans, Credit, Cross Selling, Small Business Lending, Small Business, Cash Management, Credit Analysis, Commercial Real Estate, Credit Risk, Asset Based Lending, Treasury Management, Mortgage Banking, Finance, Relationship Management, Financial Analysis, Sales, Investments, Underwriting, Selling, Business Development, Financial Services, Funding, Refinance, Portfolio Management, Financial Structuring, Cash Flow Lending, USDA, Commercial Finance, Real Estate Financing, Real Estate Economics, Middle Market
Education
Niagara University 1983 — 1987
Adelaida Garcia, CAMS Adelaida Garcia, CAMS's HSBC Experience June 2012 - December 2012
Job Bilingual AML/ KYC Consultant
Industry Banking
Experience
Confidential (In stealth mode) October 2014 - Present
JPMorgan Chase & Co. October 2013 - August 2014
Santander Bank, N.A. July 2013 - October 2013
Lloyds Banking Group December 2012 - February 2013
HSBC June 2012 - December 2012
Credit Agricole CIB 2008 - 2012
MASHETA GROUP LTD August 2004 - September 2009
Skills
AML, KYC, OFAC, USA PATRIOT Act, Due Diligence, Financial Risk, Risk Management, Spanish, Anti Money Laundering, Financial Institutions, Investment Banking, English, Research, Bloomberg, Legal Writing, Banking, Finance, Microsoft Office, Settlement, Securities, Derivatives
Education
New York University
Bachelor’s Degree, Dramatic Writing
Emma Willard School
High School
Confidential (In stealth mode) October 2014 - Present
JPMorgan Chase & Co. October 2013 - August 2014
Santander Bank, N.A. July 2013 - October 2013
Lloyds Banking Group December 2012 - February 2013
HSBC June 2012 - December 2012
Credit Agricole CIB 2008 - 2012
MASHETA GROUP LTD August 2004 - September 2009
Skills
AML, KYC, OFAC, USA PATRIOT Act, Due Diligence, Financial Risk, Risk Management, Spanish, Anti Money Laundering, Financial Institutions, Investment Banking, English, Research, Bloomberg, Legal Writing, Banking, Finance, Microsoft Office, Settlement, Securities, Derivatives
Education
New York University
Bachelor’s Degree, Dramatic Writing
Emma Willard School
High School
Robert Dann, CPA Robert Dann, CPA's HSBC Experience May 1985 - October 1993
Job Vice President of Finance at Abt Associates
Industry Research
Experience
Abt Associates March 2015 - Present
ClearView Group (MD) February 2014 - February 2015
DRS Technologies, Inc. June 2005 - October 2013
Northrop Grumman Corporation October 1993 - June 2005
HSBC May 1985 - October 1993
HiRoss Incorporated May 1983 - May 1985
Skills
Treasury Management, Cross-functional Team..., Strategic Financial..., Earned Value Management, Program Financial..., Value Creation, Mergers & Acquisitions, Due Diligence, Personnel Management, Compensation Strategies, Proposal Generation, ERP Implementations, Business Intelligence, Accounting, Staff Development, Tax Accounting, Contract Negotiation, Business Innovation, Change Management, CPA, Government Contracting, Executive Management, Leadership, Management, Corporate Finance, Finance, Financial Planning, Process Improvement, Program Management, Strategic Planning
Education
State University of New York at Buffalo 1994 — 1996
Master of Business Administration (MBA), EMBA
State University of New York at Buffalo 1993 — 1994
Graduate Tax Certificate, Tax Research
Niagara University 1979 — 1983
Bachelor of Business Administration (BBA), Major in Accounting
Niagara Catholic
Abt Associates March 2015 - Present
ClearView Group (MD) February 2014 - February 2015
DRS Technologies, Inc. June 2005 - October 2013
Northrop Grumman Corporation October 1993 - June 2005
HSBC May 1985 - October 1993
HiRoss Incorporated May 1983 - May 1985
Skills
Treasury Management, Cross-functional Team..., Strategic Financial..., Earned Value Management, Program Financial..., Value Creation, Mergers & Acquisitions, Due Diligence, Personnel Management, Compensation Strategies, Proposal Generation, ERP Implementations, Business Intelligence, Accounting, Staff Development, Tax Accounting, Contract Negotiation, Business Innovation, Change Management, CPA, Government Contracting, Executive Management, Leadership, Management, Corporate Finance, Finance, Financial Planning, Process Improvement, Program Management, Strategic Planning
Education
State University of New York at Buffalo 1994 — 1996
Master of Business Administration (MBA), EMBA
State University of New York at Buffalo 1993 — 1994
Graduate Tax Certificate, Tax Research
Niagara University 1979 — 1983
Bachelor of Business Administration (BBA), Major in Accounting
Niagara Catholic
Felix Pai Felix Pai's HSBC Experience March 2005 - April 2007
Job Chief Financial Officer MedicalHR.net
Industry Hospital & Health Care
Experience
Medicalhr.net September 2010 - Present
Medicalhr.net September 2010 - Present
Key Consulting International September 2009 - October 2010
Valley National Bank March 2008 - August 2009
Key Consulting International April 2007 - March 2008
HSBC March 2005 - April 2007
North Fork Bank November 1999 - March 2005
Astoria Federal Savings July 1995 - November 1999
Skills
Banking, Finance, Recruiting, Management, Sales, Marketing, Training, Market Planning, Selling Skills, Chinese, Start-ups, Leadership, Business Development
Education
American Institute of Banking 1997 — 1999
General Banking, Banking Finance
New York University 1983 — 1988
Bachelors Degree, Business and Public Administration
Medicalhr.net September 2010 - Present
Medicalhr.net September 2010 - Present
Key Consulting International September 2009 - October 2010
Valley National Bank March 2008 - August 2009
Key Consulting International April 2007 - March 2008
HSBC March 2005 - April 2007
North Fork Bank November 1999 - March 2005
Astoria Federal Savings July 1995 - November 1999
Skills
Banking, Finance, Recruiting, Management, Sales, Marketing, Training, Market Planning, Selling Skills, Chinese, Start-ups, Leadership, Business Development
Education
American Institute of Banking 1997 — 1999
General Banking, Banking Finance
New York University 1983 — 1988
Bachelors Degree, Business and Public Administration
Jasmine Chung Jasmine Chung's HSBC Experience June 2014 - August 2014
Job Intern at PineBridge Investments
Industry Real Estate
Experience
CSI Properties Group July 2012 - Present
PineBridge Investments May 2012 - Present
HSBC June 2014 - August 2014
Deutsche Bank June 2013 - July 2014
Grand Hyatt Hong Kong July 2011 - August 2011
Education
New York University 2011 — 2014
Bachelor's degree, Economics
The Cheltenham Ladies' College 2006 — 2011
CSI Properties Group July 2012 - Present
PineBridge Investments May 2012 - Present
HSBC June 2014 - August 2014
Deutsche Bank June 2013 - July 2014
Grand Hyatt Hong Kong July 2011 - August 2011
Education
New York University 2011 — 2014
Bachelor's degree, Economics
The Cheltenham Ladies' College 2006 — 2011
Peter Nowicki's HSBC Experience July 2004 - June 2006
Job Liquidity and Funding Risk Analyst, Bank Regulatory Auditor, Expert Witness
Industry Financial Services
Experience
Societe Generale July 2006 - July 2011
HSBC July 2004 - June 2006
WAMU June 2003 - June 2004
Caisse des Dépôts January 1992 - May 2002
Sanwa Bank 1989 - 1990
UBS 1988 - 1989
EF Hutton 1987 - 1987
Citi 1985 - 1987
Federal Reserve Bank of New York 1980 - 1985
Skills
Market..., Customer Relations, Capital Markets, Trading, Bonds, Financial Markets, Bloomberg, Equities, Asset Management, Fixed Income, Commodities, Hedge Funds, Risk, Technical Analysis, Asset Managment, Collateral Management, Commodity, Banking, Valuation, Derivatives, Investment Banking, Structured Finance, Financial Risk, Swaps, Alternative Investments, Financial Structuring, Options, Securities, Customer Service, Private Equity, Risk Management, Interest Rate..., Trading Systems, FX Options, Money Market, Asset Liability..., Public Speaking, Expert Witness, Liquidity Management, Risk Assessment, Market Risk, Fixed Income Strategies, Fixed Income Portfolio..., Funding, Finance
Education
New York University
Bachelor of Science (B.S.), Finance / Management
Societe Generale July 2006 - July 2011
HSBC July 2004 - June 2006
WAMU June 2003 - June 2004
Caisse des Dépôts January 1992 - May 2002
Sanwa Bank 1989 - 1990
UBS 1988 - 1989
EF Hutton 1987 - 1987
Citi 1985 - 1987
Federal Reserve Bank of New York 1980 - 1985
Skills
Market..., Customer Relations, Capital Markets, Trading, Bonds, Financial Markets, Bloomberg, Equities, Asset Management, Fixed Income, Commodities, Hedge Funds, Risk, Technical Analysis, Asset Managment, Collateral Management, Commodity, Banking, Valuation, Derivatives, Investment Banking, Structured Finance, Financial Risk, Swaps, Alternative Investments, Financial Structuring, Options, Securities, Customer Service, Private Equity, Risk Management, Interest Rate..., Trading Systems, FX Options, Money Market, Asset Liability..., Public Speaking, Expert Witness, Liquidity Management, Risk Assessment, Market Risk, Fixed Income Strategies, Fixed Income Portfolio..., Funding, Finance
Education
New York University
Bachelor of Science (B.S.), Finance / Management
Kenneth Sliwinski Kenneth Sliwinski's HSBC Experience April 2013 - Present
Job Vice President,Senior Manager Local Compliance Officer, RBWM Deposits at HSBC
Industry Banking
Experience
HSBC April 2013 - Present
M&T Bank 2000 - 2012
M&T Bank 1995 - 2000
Skills
Analyzing / researching..., Evaluating internal..., Creating and evaluating..., Creating and evaluating..., Coordination of..., Department budget..., Banking, Compliance, Bank Secrecy Act, Internal Audit, Training, Internal Controls, Analysis, Loans, Budgets, Fraud, Policy, Business Process..., Management, Portfolio Management, OFAC, Retail Banking, Operational Risk...
Education
Continuous compliance related courses provided by Federal Reserve Bank, American Bankers Association, Consumer Bankers Association, Bankers Online
Niagara County Community College
Associate - Business Administration
HSBC April 2013 - Present
M&T Bank 2000 - 2012
M&T Bank 1995 - 2000
Skills
Analyzing / researching..., Evaluating internal..., Creating and evaluating..., Creating and evaluating..., Coordination of..., Department budget..., Banking, Compliance, Bank Secrecy Act, Internal Audit, Training, Internal Controls, Analysis, Loans, Budgets, Fraud, Policy, Business Process..., Management, Portfolio Management, OFAC, Retail Banking, Operational Risk...
Education
Continuous compliance related courses provided by Federal Reserve Bank, American Bankers Association, Consumer Bankers Association, Bankers Online
Niagara County Community College
Associate - Business Administration
Holly Roth Holly Roth's HSBC Experience March 2014 - Present
Job Global Relationship Manager HSBC Middle Market
Industry Banking
Experience
HSBC March 2014 - Present
Citizens Bank July 2012 - March 2014
Paychex April 2010 - July 2012
JPMorgan Chase April 2002 - July 2009
Unisys 1999 - 2001
Skills
Customer Service, Sales, Banking, Commercial Banking, Cash Management, Small Business Lending, Credit, Loans, Small Business, Strategic Planning, Finance, Marketing, Mortgage Lending, Insurance, Account Management, Risk Management
Education
Newbury College 1992 — 1994
Design
HSBC March 2014 - Present
Citizens Bank July 2012 - March 2014
Paychex April 2010 - July 2012
JPMorgan Chase April 2002 - July 2009
Unisys 1999 - 2001
Skills
Customer Service, Sales, Banking, Commercial Banking, Cash Management, Small Business Lending, Credit, Loans, Small Business, Strategic Planning, Finance, Marketing, Mortgage Lending, Insurance, Account Management, Risk Management
Education
Newbury College 1992 — 1994
Design
GeunYoung Kim's HSBC Experience August 2015 - Present
Job Financial Analyst at HSBC
Industry Financial Services
Experience
HSBC August 2015 - Present
Prada September 2014 - December 2014
CB Alliance, Inc. May 2014 - August 2014
HRCap, Inc. May 2013 - August 2013
Applico June 2011 - August 2011
Skills
Market Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Marketing Strategy, Recruiting, Salesforce.com, Research, CRM, Data Analysis, Klarity, Industry Research, Corporate Finance, Social Media
Education
New York University 2009 — 2015
Bachelor of Arts (B.A.), Economics
Ridgewood High School 2005 — 2009
High School Diploma
HSBC August 2015 - Present
Prada September 2014 - December 2014
CB Alliance, Inc. May 2014 - August 2014
HRCap, Inc. May 2013 - August 2013
Applico June 2011 - August 2011
Skills
Market Research, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Marketing Strategy, Recruiting, Salesforce.com, Research, CRM, Data Analysis, Klarity, Industry Research, Corporate Finance, Social Media
Education
New York University 2009 — 2015
Bachelor of Arts (B.A.), Economics
Ridgewood High School 2005 — 2009
High School Diploma
Alfonso J. Yi Alfonso J. Yi's HSBC Experience 1998 - 2000
Job Manager at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group 2011 - Present
BNY Mellon 2011 - 2011
Citi 2004 - 2011
KPMG 2004 - 2004
Yi Engineering Inc. 2000 - 2003
HSBC 1998 - 2000
Kastle Systems 1997 - 1998
Skills
Risk Management, Mergers, Business Analysis, Vendor Management, SDLC, Process Improvement, Business Process..., Program Management, Financial Risk, Project Management, ITIL, IT Strategy, Management Consulting, IT Audit, IT Management, Disaster Recovery, Mergers & Acquisitions, Information Security, Enterprise Architecture, PMO, Financial Services, Governance, Integration, Portfolio Management, Capital Markets, Derivatives, CRM, Analytics, Leadership, Business Strategy, Enterprise Software, Project Portfolio..., Business Process..., Management, Securities, Bloomberg, Strategy, Moody
Education
Northwestern University - Kellogg School of Management 2012 — 2012
Executive Education, Enterprise Risk Management
New York University - Polytechnic School of Engineering
Bachelor of Science (B.S.), Computer Science / Engineering
Stevens Institute of Technology
Master of Science (M.Sc.), Management Information Systems
Gartland and Mellina Group 2011 - Present
BNY Mellon 2011 - 2011
Citi 2004 - 2011
KPMG 2004 - 2004
Yi Engineering Inc. 2000 - 2003
HSBC 1998 - 2000
Kastle Systems 1997 - 1998
Skills
Risk Management, Mergers, Business Analysis, Vendor Management, SDLC, Process Improvement, Business Process..., Program Management, Financial Risk, Project Management, ITIL, IT Strategy, Management Consulting, IT Audit, IT Management, Disaster Recovery, Mergers & Acquisitions, Information Security, Enterprise Architecture, PMO, Financial Services, Governance, Integration, Portfolio Management, Capital Markets, Derivatives, CRM, Analytics, Leadership, Business Strategy, Enterprise Software, Project Portfolio..., Business Process..., Management, Securities, Bloomberg, Strategy, Moody
Education
Northwestern University - Kellogg School of Management 2012 — 2012
Executive Education, Enterprise Risk Management
New York University - Polytechnic School of Engineering
Bachelor of Science (B.S.), Computer Science / Engineering
Stevens Institute of Technology
Master of Science (M.Sc.), Management Information Systems
Jonathan Gundersen Jonathan Gundersen's HSBC Experience January 2014 - Present
Job Regional Client Selection & Exit Manager, North America
Industry Financial Services
Experience
HSBC January 2014 - Present
Post Commercial Real Estate 2012 - 2013
Car Connections USA August 2006 - August 2011
Gundersen Partners December 2002 - June 2005
Penn Schoen Berland December 2000 - December 2002
Skills
Negotiation, Operations Management, Relationship Management, Customer Service, Human Resources, Sales Management, Entrepreneurial..., Management, Start-ups, Analysis, Business Strategy, Anti Money Laundering, Compliance, Project Management, Business Process...
Education
The George Washington University 1998 — 2002
BA, Classical and Ancient Studies
New York University 2005 — 2005
Real Estate Development & Finance Certificate, Real Estate Development
George School 1994 — 1998
International baccalaureate, International/Global Studies
HSBC January 2014 - Present
Post Commercial Real Estate 2012 - 2013
Car Connections USA August 2006 - August 2011
Gundersen Partners December 2002 - June 2005
Penn Schoen Berland December 2000 - December 2002
Skills
Negotiation, Operations Management, Relationship Management, Customer Service, Human Resources, Sales Management, Entrepreneurial..., Management, Start-ups, Analysis, Business Strategy, Anti Money Laundering, Compliance, Project Management, Business Process...
Education
The George Washington University 1998 — 2002
BA, Classical and Ancient Studies
New York University 2005 — 2005
Real Estate Development & Finance Certificate, Real Estate Development
George School 1994 — 1998
International baccalaureate, International/Global Studies
Hazem Galal Hazem Galal's HSBC Experience August 2012 - April 2013
Job Sr. AML Consultant
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - December 2014
M&T Bank October 2013 - July 2014
JPMorgan Chase & Co. May 2013 - September 2013
HSBC August 2012 - April 2013
Citi January 2011 - May 2012
Various Firms May 1996 - December 2010
Skills
AML, Banking, Fraud, Financial Services, Investments, Transaction Processing, KYC, Securities, Due Diligence, Regulations, Operational Risk, Enterprise Risk..., Anti Money Laundering, Operational Risk...
Education
New York University 1983 — 1987
Bachelor of Science (B.S.), Physics, 3.0
JPMorgan Chase & Co. October 2014 - December 2014
M&T Bank October 2013 - July 2014
JPMorgan Chase & Co. May 2013 - September 2013
HSBC August 2012 - April 2013
Citi January 2011 - May 2012
Various Firms May 1996 - December 2010
Skills
AML, Banking, Fraud, Financial Services, Investments, Transaction Processing, KYC, Securities, Due Diligence, Regulations, Operational Risk, Enterprise Risk..., Anti Money Laundering, Operational Risk...
Education
New York University 1983 — 1987
Bachelor of Science (B.S.), Physics, 3.0
Janet Vega Janet Vega's HSBC Experience June 2005 - June 2006
Job KYC Officer Corporate & Investment Bank at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
Citi December 2011 - September 2013
Citi December 2006 - December 2011
HSBC June 2005 - June 2006
Skills
Banking, Private Banking, Credit, Credit Analysis, Credit Risk, Financial Risk
Education
New York University 2000 — 2005
Bachelors of Arts, Organizational Behavior and Communications
JPMorgan Chase November 2013 - Present
Citi December 2011 - September 2013
Citi December 2006 - December 2011
HSBC June 2005 - June 2006
Skills
Banking, Private Banking, Credit, Credit Analysis, Credit Risk, Financial Risk
Education
New York University 2000 — 2005
Bachelors of Arts, Organizational Behavior and Communications
Mansi Chaturvedi Mansi Chaturvedi's HSBC Experience March 2014 - April 2014
Job Bloomberg Tradebook
Industry Financial Services
Experience
Bloomberg LP March 2015 - Present
J.P. Morgan April 2014 - February 2015
HSBC March 2014 - April 2014
HSBC July 2011 - July 2013
Clinton Global Initiative June 2011 - June 2011
Morgan Stanley October 2010 - April 2011
NYSE Euronext June 2010 - August 2010
Clinton Global Initiative January 2010 - May 2010
Chicago 2016- Olympic Bid Committee June 2009 - August 2009
Morgan Stanley October 2008 - August 2009
Skills
Series 7, Series 63, VBA, Bloomberg Terminal, Analysis, Financial Services, Financial Analysis, Capital Markets, Equities, Finance, Strategy, Risk Management, Leadership, Fixed Income, Economics, Bloomberg, Financial Markets, Asset Management, Management
Education
New York University 2007 — 2011
B.A, Economics, Political Science
New York University in Prague 2009 — 2009
Economics, Political Science
Whitney M. Young Magnet High School 2003 — 2007
Bloomberg LP March 2015 - Present
J.P. Morgan April 2014 - February 2015
HSBC March 2014 - April 2014
HSBC July 2011 - July 2013
Clinton Global Initiative June 2011 - June 2011
Morgan Stanley October 2010 - April 2011
NYSE Euronext June 2010 - August 2010
Clinton Global Initiative January 2010 - May 2010
Chicago 2016- Olympic Bid Committee June 2009 - August 2009
Morgan Stanley October 2008 - August 2009
Skills
Series 7, Series 63, VBA, Bloomberg Terminal, Analysis, Financial Services, Financial Analysis, Capital Markets, Equities, Finance, Strategy, Risk Management, Leadership, Fixed Income, Economics, Bloomberg, Financial Markets, Asset Management, Management
Education
New York University 2007 — 2011
B.A, Economics, Political Science
New York University in Prague 2009 — 2009
Economics, Political Science
Whitney M. Young Magnet High School 2003 — 2007
Qingrui Li's HSBC Experience March 2013 - May 2013
Job Student at New York University
Industry Financial Services
Experience
YFY (Shanghai) Financial Service Co.Ltd June 2013 - December 2013
HSBC March 2013 - May 2013
China Construction Bank December 2012 - February 2013
AIA February 2012 - February 2012
Skills
Microsoft Excel, Financial Modeling, Bloomberg, Matlab, Microsoft SQL Server, Access, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, R, Research, Data Analysis
Education
New York University 2014 — 2016
Master's degree, Financial Engineering
Shanghai university of International business and economic 2009 — 2013
Bachelor's degree, Business Administration and Management, General & Economics Law
Chengdu No.7 high School 2006 — 2009
YFY (Shanghai) Financial Service Co.Ltd June 2013 - December 2013
HSBC March 2013 - May 2013
China Construction Bank December 2012 - February 2013
AIA February 2012 - February 2012
Skills
Microsoft Excel, Financial Modeling, Bloomberg, Matlab, Microsoft SQL Server, Access, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, R, Research, Data Analysis
Education
New York University 2014 — 2016
Master's degree, Financial Engineering
Shanghai university of International business and economic 2009 — 2013
Bachelor's degree, Business Administration and Management, General & Economics Law
Chengdu No.7 high School 2006 — 2009
Craig Anzalone's HSBC Experience September 2012 - July 2013
Job Director of Regional Advancement at The College of William and Mary
Industry Higher Education
Experience
The College of William and Mary July 2014 - Present
Professionals for NonProfits November 2013 - July 2014
Nonprofit Organization Management Consultant July 2013 - July 2014
HSBC September 2012 - July 2013
Wells Fargo October 2009 - October 2011
JPMorgan Chase February 2007 - October 2009
Citibank February 2005 - February 2007
JPMorgan Chase May 1994 - February 2005
Skills
Leadership, Business Development, Management, Fundraising, Sales Management, Nonprofits, Relationship Management, Social Media, Public Speaking, CRM, Project Management, Philanthropy, Risk Management, Mentoring, Business Process..., Accounts Receivable, Commercial Banking, Financial Services, Credit, Loans, Credit Analysis, Finance, Cash-flow Management, Strategic Consulting, Networking, International Trade, Small Business Lending, Mortgage Lending, Financial Analysis, Commercial Lending, Diversity & Inclusion, Volunteer Management, P&L Management, Alumni Relations, Board Development, Event Planning
Education
William & Mary 1990 — 1994
B.S., Anthropology, Biology
New York University 2013 — 2013
Certificate In Fundraising
The College of William and Mary July 2014 - Present
Professionals for NonProfits November 2013 - July 2014
Nonprofit Organization Management Consultant July 2013 - July 2014
HSBC September 2012 - July 2013
Wells Fargo October 2009 - October 2011
JPMorgan Chase February 2007 - October 2009
Citibank February 2005 - February 2007
JPMorgan Chase May 1994 - February 2005
Skills
Leadership, Business Development, Management, Fundraising, Sales Management, Nonprofits, Relationship Management, Social Media, Public Speaking, CRM, Project Management, Philanthropy, Risk Management, Mentoring, Business Process..., Accounts Receivable, Commercial Banking, Financial Services, Credit, Loans, Credit Analysis, Finance, Cash-flow Management, Strategic Consulting, Networking, International Trade, Small Business Lending, Mortgage Lending, Financial Analysis, Commercial Lending, Diversity & Inclusion, Volunteer Management, P&L Management, Alumni Relations, Board Development, Event Planning
Education
William & Mary 1990 — 1994
B.S., Anthropology, Biology
New York University 2013 — 2013
Certificate In Fundraising
Frank Eassa's HSBC Experience November 2014 - Present
Job Large Corporates Banking
Industry Banking
Experience
HSBC November 2014 - Present
HSBC July 2006 - Present
Dopkins & Company, LLP 2003 - 2006
Skills
Banking, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Leadership, Credit Analysis, Credit, Commercial Banking, Financial Modeling, Credit Risk, Finance, Treasury Management, Corporate Finance, Financial Risk, Sarbanes-Oxley Act
Education
State University of New York at Buffalo 2001 — 2003
MBA
Niagara University 1997 — 2001
BBA, Accounting
HSBC November 2014 - Present
HSBC July 2006 - Present
Dopkins & Company, LLP 2003 - 2006
Skills
Banking, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Leadership, Credit Analysis, Credit, Commercial Banking, Financial Modeling, Credit Risk, Finance, Treasury Management, Corporate Finance, Financial Risk, Sarbanes-Oxley Act
Education
State University of New York at Buffalo 2001 — 2003
MBA
Niagara University 1997 — 2001
BBA, Accounting
Xinyan (Stella) Li Xinyan (Stella) Li's HSBC Experience February 2010 - March 2010
Job Senior Research Analyst at Nomura Research Institute
Industry Financial Services
Experience
Nomura Research Institute October 2015 - Present
Nomura Research Institute September 2014 - September 2015
Roubini Global Economics January 2014 - September 2014
China Everbright International Co., Ltd. July 2013 - August 2013
China Construction Bank August 2011 - September 2011
HSBC February 2010 - March 2010
Skills
Economics, Portfolio Management, Financial Analysis, Bloomberg, Data Analysis, Bloomberg Terminal, Accounting, Quantitative Analytics, Econometrics, Emerging Markets, Stata, Asset Management, Derivatives, Microsoft Excel, Credit Analysis
Education
New York University 2012 — 2014
Master of Arts (MA), Economics
Waseda University 2008 — 2012
Bachelor's Degree, Economics
Sciences Po 2010 — 2011
Exchange Program
Nomura Research Institute October 2015 - Present
Nomura Research Institute September 2014 - September 2015
Roubini Global Economics January 2014 - September 2014
China Everbright International Co., Ltd. July 2013 - August 2013
China Construction Bank August 2011 - September 2011
HSBC February 2010 - March 2010
Skills
Economics, Portfolio Management, Financial Analysis, Bloomberg, Data Analysis, Bloomberg Terminal, Accounting, Quantitative Analytics, Econometrics, Emerging Markets, Stata, Asset Management, Derivatives, Microsoft Excel, Credit Analysis
Education
New York University 2012 — 2014
Master of Arts (MA), Economics
Waseda University 2008 — 2012
Bachelor's Degree, Economics
Sciences Po 2010 — 2011
Exchange Program
Xian Ning Chan's HSBC Experience May 2013 - August 2013
Job Credit Research Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs March 2015 - Present
HSBC May 2013 - August 2013
OCBC Bank June 2012 - August 2012
Kapronasia February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Mandarin, Factiva, Bloomberg Terminal
Education
New York University 2011 — 2014
B.A. Double major in Economics and History, minor in Mathematics
NYU in Shanghai 2011 — 2012
Raffles Institution (Junior College) 2009 — 2010
Goldman Sachs March 2015 - Present
HSBC May 2013 - August 2013
OCBC Bank June 2012 - August 2012
Kapronasia February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Mandarin, Factiva, Bloomberg Terminal
Education
New York University 2011 — 2014
B.A. Double major in Economics and History, minor in Mathematics
NYU in Shanghai 2011 — 2012
Raffles Institution (Junior College) 2009 — 2010
Kay Mundi Kay Mundi's HSBC Experience March 1990 - February 1996
Job Bank Teller at Arab Bank
Industry Banking
Experience
Arab Bank February 1998 - Present
HSBC March 1990 - February 1996
Skills
Accounting, Account Management, Financial Accounting, Cost Accounting, Teller Operations, Money Market, Money Management
Education
New York University 1980 — 1983
Bachelor's degree, Accounting
Queens College 1975 — 1980
Bachelor's degree, Accounting and Finance
Arab Bank February 1998 - Present
HSBC March 1990 - February 1996
Skills
Accounting, Account Management, Financial Accounting, Cost Accounting, Teller Operations, Money Market, Money Management
Education
New York University 1980 — 1983
Bachelor's degree, Accounting
Queens College 1975 — 1980
Bachelor's degree, Accounting and Finance
Edward Wright CFP® Edward Wright CFP®'s HSBC Experience 2003 - 2006
Job Experienced Financial and Computer Industry Executive
Industry Financial Services
Experience
Omega Wealth Services, LLC 2006 - Present
Capital Investment Marketing, Inc. April 2012 - Present
AutoGnomics Corporation 2006 - Present
Workbench Software, LLC 2011 - Present
HSBC 2003 - 2006
M&T Bank 1993 - 2003
Skills
Active Portfolio..., Business Planning, Capital Acquisition, Sales Management, Strategic Planning, Business Analysis, Budgets, Strategic Financial..., Banking, Process Improvement, Financial Analysis, Business Process, Portfolio Management, Investments, Financial Modeling, Team Building, Management, Business Development, Mergers & Acquisitions, Leadership, Start-ups, Insurance, Finance, Sales, Mutual Funds, Managed Funds, Financial Planning, Risk Management, Retirement, Financial Services, Public Speaking, Wealth Management, Retirement Planning
Education
Niagara University 1976 — 1980
BBA, Accounting
Omega Wealth Services, LLC 2006 - Present
Capital Investment Marketing, Inc. April 2012 - Present
AutoGnomics Corporation 2006 - Present
Workbench Software, LLC 2011 - Present
HSBC 2003 - 2006
M&T Bank 1993 - 2003
Skills
Active Portfolio..., Business Planning, Capital Acquisition, Sales Management, Strategic Planning, Business Analysis, Budgets, Strategic Financial..., Banking, Process Improvement, Financial Analysis, Business Process, Portfolio Management, Investments, Financial Modeling, Team Building, Management, Business Development, Mergers & Acquisitions, Leadership, Start-ups, Insurance, Finance, Sales, Mutual Funds, Managed Funds, Financial Planning, Risk Management, Retirement, Financial Services, Public Speaking, Wealth Management, Retirement Planning
Education
Niagara University 1976 — 1980
BBA, Accounting
Laura Hyman Laura Hyman's HSBC Experience October 1989 - May 2000
Job Director of IT at USTA
Industry Information Technology and Services
Experience
United States Tennis Association 2000 - Present
Princeton Information 2000 - 2002
HSBC October 1989 - May 2000
IFSL 1985 - 1989
Skills
Program Management, IT Strategy, Project Management, Budgets, SDLC, Business Analysis, Business Intelligence, Vendor Management, Strategic Planning, Management, Leadership, Process Improvement, PMO, Social Media, Team Leadership, Strategy, Sales, Project Planning, Team Building, Software Project..., Change Management, Event Planning, Social Media Marketing
Education
NYU 2012 — 2013
Certificate, Executive and Personal Coaching
Pennsbury High School
State University of New York at Albany
Bachelor of Science, Business
United States Tennis Association 2000 - Present
Princeton Information 2000 - 2002
HSBC October 1989 - May 2000
IFSL 1985 - 1989
Skills
Program Management, IT Strategy, Project Management, Budgets, SDLC, Business Analysis, Business Intelligence, Vendor Management, Strategic Planning, Management, Leadership, Process Improvement, PMO, Social Media, Team Leadership, Strategy, Sales, Project Planning, Team Building, Software Project..., Change Management, Event Planning, Social Media Marketing
Education
NYU 2012 — 2013
Certificate, Executive and Personal Coaching
Pennsbury High School
State University of New York at Albany
Bachelor of Science, Business
Lior Shliechkorn Lior Shliechkorn's HSBC Experience October 2014 - Present
Job
Industry Banking
Experience
HSBC October 2014 - Present
Citibank January 2014 - October 2014
Citi December 2012 - January 2014
Citibank July 2011 - December 2012
Citibank September 2010 - July 2011
UBS Wealth Management March 2006 - September 2010
Refco Securities, LLC June 2001 - March 2006
Brighidea 1999 - 1999
Skills
Small Business Lending, Consumer Lending, Commercial Mortgages, Relationship Management, Retail Banking, Commercial Banking, Business Development, Banking, Capital Markets, Cash Management, Commercial Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Finance, Financial Risk, Financial Services, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Sales, Securities, Series 63, Strategic Financial..., Trading, Treasury Management, Wealth Management, Financial Planning
Education
New York University 1999 — 2002
BA, Computer Science, Economics
Rutgers University-New Brunswick 1997 — 1999
Solomon Schecter 1991 — 1997
HSBC October 2014 - Present
Citibank January 2014 - October 2014
Citi December 2012 - January 2014
Citibank July 2011 - December 2012
Citibank September 2010 - July 2011
UBS Wealth Management March 2006 - September 2010
Refco Securities, LLC June 2001 - March 2006
Brighidea 1999 - 1999
Skills
Small Business Lending, Consumer Lending, Commercial Mortgages, Relationship Management, Retail Banking, Commercial Banking, Business Development, Banking, Capital Markets, Cash Management, Commercial Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Finance, Financial Risk, Financial Services, Investments, Leadership, Loan Origination, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Sales, Securities, Series 63, Strategic Financial..., Trading, Treasury Management, Wealth Management, Financial Planning
Education
New York University 1999 — 2002
BA, Computer Science, Economics
Rutgers University-New Brunswick 1997 — 1999
Solomon Schecter 1991 — 1997
Ebony Shaaf, CISM's HSBC Experience November 2006 - August 2009
Job Associate Director Corporate Security Program Management at Cognizant
Industry Information Technology and Services
Experience
Cognizant May 2015 - Present
Western Union May 2014 - April 2015
Forsythe Technology April 2013 - May 2014
Western Union July 2011 - April 2013
HSBC - Security & Fraud Risk August 2009 - June 2011
HSBC November 2006 - August 2009
AllianceBernstein November 2004 - November 2006
AllianceBernstein February 2001 - November 2004
Education
Niagara University 1995 — 1998
BS, Criminology
Cognizant May 2015 - Present
Western Union May 2014 - April 2015
Forsythe Technology April 2013 - May 2014
Western Union July 2011 - April 2013
HSBC - Security & Fraud Risk August 2009 - June 2011
HSBC November 2006 - August 2009
AllianceBernstein November 2004 - November 2006
AllianceBernstein February 2001 - November 2004
Education
Niagara University 1995 — 1998
BS, Criminology
Douglas Rozman's HSBC Experience July 2014 - Present
Job SVP, Head of Communications, HSBC Bank USA
Industry Public Relations and Communications
Experience
HSBC July 2014 - Present
New York University December 2011 - Present
BNY Mellon May 2011 - June 2014
Communivation Consulting 2009 - May 2011
CIT 2006 - 2008
TD Waterhouse 2002 - 2006
DaimlerChrysler Services AG 1999 - 2002
MasterCard 1997 - 1999
Mercedes-Benz Credit Corporation 1992 - 1997
Pitney Bowes 1990 - 1992
Skills
Dynamic Leader, Innovator, Change Agent, Corporate Communications, Strategic Communications, Reputation Management, Stakeholder Engagement, Thought Leadership, Public Relations, Internal Communications, Crisis Communications, Integrated Marketing, Marketing Communications, Leadership, Media Relations, Editing, Product Launch, Strategic Planning, Press Releases, Management, Spokesperson, Strategic Partnerships, Public Affairs, Strategy, Communication Training, Speech Writing, Newsletters, Publicity, Event Management, Marketing, Community Development, Digital Marketing
Education
The University of Connecticut
BA, Communications
New York University
Certificate, Public Relations
HSBC July 2014 - Present
New York University December 2011 - Present
BNY Mellon May 2011 - June 2014
Communivation Consulting 2009 - May 2011
CIT 2006 - 2008
TD Waterhouse 2002 - 2006
DaimlerChrysler Services AG 1999 - 2002
MasterCard 1997 - 1999
Mercedes-Benz Credit Corporation 1992 - 1997
Pitney Bowes 1990 - 1992
Skills
Dynamic Leader, Innovator, Change Agent, Corporate Communications, Strategic Communications, Reputation Management, Stakeholder Engagement, Thought Leadership, Public Relations, Internal Communications, Crisis Communications, Integrated Marketing, Marketing Communications, Leadership, Media Relations, Editing, Product Launch, Strategic Planning, Press Releases, Management, Spokesperson, Strategic Partnerships, Public Affairs, Strategy, Communication Training, Speech Writing, Newsletters, Publicity, Event Management, Marketing, Community Development, Digital Marketing
Education
The University of Connecticut
BA, Communications
New York University
Certificate, Public Relations
Amy Sagan Amy Sagan's HSBC Experience January 2008 - Present
Job Senior Sales Manager, Payments and Cash Management at HSBC
Industry Financial Services
Experience
HSBC January 2008 - Present
Bank of Montreal January 2001 - December 2007
Skills
Commercial Banking, Banking, Cash Management, Portfolio Management, Relationship Management, Treasury Management, Payments, Credit, AML, Retail Banking, Trade Finance, KYC
Education
Niagara College 1997 — 1999
Computer Programming
HSBC January 2008 - Present
Bank of Montreal January 2001 - December 2007
Skills
Commercial Banking, Banking, Cash Management, Portfolio Management, Relationship Management, Treasury Management, Payments, Credit, AML, Retail Banking, Trade Finance, KYC
Education
Niagara College 1997 — 1999
Computer Programming
Claudio De La Rosa Claudio De La Rosa's HSBC Experience April 2013 - Present
Job Nostro Network Manager for Latin America and Caribbean Markets
Industry Financial Services
Experience
HSBC April 2013 - Present
BNY Mellon February 2012 - April 2013
BNY Mellon February 2011 - February 2012
The Bank of New York Mellon July 2007 - February 2011
Skills
Client Servicing, Sales, Spanish, Building Relationships, Microsoft Office, Excel, PowerPoint, Portfolio Management, Microsoft Excel
Education
New York University 2002 — 2007
Bachelor, Economics
New York University 2002 — 2007
Bachelor's degree, Economics
HSBC April 2013 - Present
BNY Mellon February 2012 - April 2013
BNY Mellon February 2011 - February 2012
The Bank of New York Mellon July 2007 - February 2011
Skills
Client Servicing, Sales, Spanish, Building Relationships, Microsoft Office, Excel, PowerPoint, Portfolio Management, Microsoft Excel
Education
New York University 2002 — 2007
Bachelor, Economics
New York University 2002 — 2007
Bachelor's degree, Economics
Howard Chan, CFP ® Howard Chan, CFP ®'s HSBC Experience January 2011 - May 2011
Job President at H&C Financial Services LLC
Industry Financial Services
Experience
H&C Financial Services LLC August 2011 - Present
H&C Financial Services June 2011 - Present
HSBC January 2011 - May 2011
Edward Jones March 2008 - January 2011
Edward Jones September 2007 - January 2011
United Parcel Services January 2005 - September 2007
United Parcel Services January 1995 - December 2001
Skills
Investments, Financial Services, Insurance, Portfolio Management, Estate Planning, Retirement Planning
Education
New York University
Bachelor of Science, Computer Science
H&C Financial Services LLC August 2011 - Present
H&C Financial Services June 2011 - Present
HSBC January 2011 - May 2011
Edward Jones March 2008 - January 2011
Edward Jones September 2007 - January 2011
United Parcel Services January 2005 - September 2007
United Parcel Services January 1995 - December 2001
Skills
Investments, Financial Services, Insurance, Portfolio Management, Estate Planning, Retirement Planning
Education
New York University
Bachelor of Science, Computer Science
Elena Welch Mulcahy Elena Welch Mulcahy's HSBC Experience August 1996 - April 2005
Job Sales Associate at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty Greater Rochester July 2014 - Present
Fairport Central School District September 2013 - Present
Walther Realtors November 2009 - Present
HSBC August 1996 - April 2005
Skills
Creative Direction, Real Estate, First Time Home Buyers, Real Estate Transactions, Sellers, Selling
Education
Niagara University 1989 — 2003
Bachelors, English
Irondequoit High School 1985 — 1989
Keller Williams Realty Greater Rochester July 2014 - Present
Fairport Central School District September 2013 - Present
Walther Realtors November 2009 - Present
HSBC August 1996 - April 2005
Skills
Creative Direction, Real Estate, First Time Home Buyers, Real Estate Transactions, Sellers, Selling
Education
Niagara University 1989 — 2003
Bachelors, English
Irondequoit High School 1985 — 1989
Brian Shanahan Brian Shanahan's HSBC Experience 1990 - 2000
Job Director of Corporate Relations at Rochester Institute of Technology
Industry Philanthropy
Experience
Rochester Institute of Technology February 2013 - Present
Rochester Institute of Technology July 2010 - May 2013
Rochester Institute of Technology October 2008 - June 2010
Reliant Pharmaceuticals July 2005 - June 2008
Reliant Pharmaceuticals November 2000 - June 2005
HSBC 1990 - 2000
Skills
Marketing Strategy, Segmentation, Coaching, Team Building, Program Management, Sales Management, Data Analysis, Strategy Development, Product Management, Promotional Writing, Fundraising, Sponsorship, Corporate Events, Event Management, Product Launch, Team Leadership, Team Management, Product Marketing, Sales Operations, Sales Presentations, Financial Analysis, Retail Banking, Commercial Banking, Budget Setting, Business Planning, Staff Development, Staff Management, Staff Supervision, Strategy, Selling, Sales, Business Development, Management, Leadership, Event Planning, Training, Strategic Planning, New Business Development, Marketing, Marketing Communications
Education
Niagara University
Bachelors of Science, Marketing; Business Management
Rochester Institute of Technology February 2013 - Present
Rochester Institute of Technology July 2010 - May 2013
Rochester Institute of Technology October 2008 - June 2010
Reliant Pharmaceuticals July 2005 - June 2008
Reliant Pharmaceuticals November 2000 - June 2005
HSBC 1990 - 2000
Skills
Marketing Strategy, Segmentation, Coaching, Team Building, Program Management, Sales Management, Data Analysis, Strategy Development, Product Management, Promotional Writing, Fundraising, Sponsorship, Corporate Events, Event Management, Product Launch, Team Leadership, Team Management, Product Marketing, Sales Operations, Sales Presentations, Financial Analysis, Retail Banking, Commercial Banking, Budget Setting, Business Planning, Staff Development, Staff Management, Staff Supervision, Strategy, Selling, Sales, Business Development, Management, Leadership, Event Planning, Training, Strategic Planning, New Business Development, Marketing, Marketing Communications
Education
Niagara University
Bachelors of Science, Marketing; Business Management
Vance Young's HSBC Experience October 1997 - Present
Job Vice President, Senior Manager Client Support, Americas
Industry Information Technology and Services
Experience
HSBC October 1997 - Present
Education
Stanford University Graduate School of Business 2015 — 2015
New York University 1990 — 1995
Bachelor’s Degree, East Asian Studies, Economics, Computer Science, Mathematics
HSBC October 1997 - Present
Education
Stanford University Graduate School of Business 2015 — 2015
New York University 1990 — 1995
Bachelor’s Degree, East Asian Studies, Economics, Computer Science, Mathematics
Xiaoyu (Sylvia) Zhu Xiaoyu (Sylvia) Zhu's HSBC Experience June 2013 - August 2013
Job Student at New York University
Industry Financial Services
Experience
ICBC-AXA Life June 2014 - August 2014
HSBC June 2013 - August 2013
Industrial and Commercial Bank of China December 2012 - December 2012
Skills
PowerPoint, Leadership, Strategic Planning, Microsoft Excel, Stata, Bloomberg Terminal, Finance, Management, Valuation, Investments, Financial Risk, Banking
Education
New York University 2015 — 2017
Master of Economics, Business/Managerial Economics
Pepperdine University 2011 — 2015
Master of Arts, Economics, Mathematics, Finance
ICBC-AXA Life June 2014 - August 2014
HSBC June 2013 - August 2013
Industrial and Commercial Bank of China December 2012 - December 2012
Skills
PowerPoint, Leadership, Strategic Planning, Microsoft Excel, Stata, Bloomberg Terminal, Finance, Management, Valuation, Investments, Financial Risk, Banking
Education
New York University 2015 — 2017
Master of Economics, Business/Managerial Economics
Pepperdine University 2011 — 2015
Master of Arts, Economics, Mathematics, Finance
Fougere Louis Fougere Louis's HSBC Experience January 2002 - May 2003
Job Commodities Trader at GeorgiaPacific LLC
Industry Paper & Forest Products
Experience
Georgia-Pacific LLC February 2013 - Present
Georgia-Pacific LLC August 2011 - February 2013
Georgia-Pacific LLC March 2008 - August 2011
Georgia-Pacific LLC January 2007 - March 2008
Georgia-Pacific LLC June 2004 - January 2007
HSBC January 2002 - May 2003
Skills
Pulp, Process Improvement, Forecasting, P & L Ownership, Pricing, Process Optimization, Operational Excellence, Operations Management, Continuous Improvement, Shipping, Warehousing, Converting, Export, Transportation, Dispatching, P&L Management, Freight, Supply Chain, Logistics, Data Conversion, Container, Sales Operations, Supply Chain Management, Purchasing, Customer Service, Inventory Management, Negotiation
Education
Niagara University 2000 — 2004
BS, Logistics/Marketing
All hallows high school 1997 — 2000
Thomas A. Edison High School 1996 — 1997
Georgia-Pacific LLC February 2013 - Present
Georgia-Pacific LLC August 2011 - February 2013
Georgia-Pacific LLC March 2008 - August 2011
Georgia-Pacific LLC January 2007 - March 2008
Georgia-Pacific LLC June 2004 - January 2007
HSBC January 2002 - May 2003
Skills
Pulp, Process Improvement, Forecasting, P & L Ownership, Pricing, Process Optimization, Operational Excellence, Operations Management, Continuous Improvement, Shipping, Warehousing, Converting, Export, Transportation, Dispatching, P&L Management, Freight, Supply Chain, Logistics, Data Conversion, Container, Sales Operations, Supply Chain Management, Purchasing, Customer Service, Inventory Management, Negotiation
Education
Niagara University 2000 — 2004
BS, Logistics/Marketing
All hallows high school 1997 — 2000
Thomas A. Edison High School 1996 — 1997
Peter Makris Peter Makris's HSBC Experience 1994 - 1997
Job Compliance Officer Trading floor surveillance
Industry Investment Banking
Experience
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Eastern Energy Procurement Group LLC 2010 - 2011
Spruce Private Investors 2009 - 2010
Newgate Capital Management LLC 2005 - 2008
UBS Investment Bank 1997 - 2005
HSBC 1994 - 1997
Citibank FSB 1992 - 1994
Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence
Education
New York University 1988 — 1992
BA, Business Management
Iona Preparatory School 1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Eastern Energy Procurement Group LLC 2010 - 2011
Spruce Private Investors 2009 - 2010
Newgate Capital Management LLC 2005 - 2008
UBS Investment Bank 1997 - 2005
HSBC 1994 - 1997
Citibank FSB 1992 - 1994
Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence
Education
New York University 1988 — 1992
BA, Business Management
Iona Preparatory School 1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Patricia Cheng Patricia Cheng's HSBC Experience June 2015 - Present
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC June 2015 - Present
HSBC December 2010 - June 2015
Morgan Stanley September 2005 - December 2010
New York State Attorney General's Office May 1995 - September 2005
Skills
AML, Securities, Equities, FINRA, Series 7, Capital Markets, Trade Finance, Fixed Income, Operational Risk, Financial Services, Hedge Funds, Wealth Management, Series 63, Securities Regulation, Legal Compliance, Risk Management, Anti Money Laundering
Education
Brooklyn Law School
New York University
HSBC June 2015 - Present
HSBC December 2010 - June 2015
Morgan Stanley September 2005 - December 2010
New York State Attorney General's Office May 1995 - September 2005
Skills
AML, Securities, Equities, FINRA, Series 7, Capital Markets, Trade Finance, Fixed Income, Operational Risk, Financial Services, Hedge Funds, Wealth Management, Series 63, Securities Regulation, Legal Compliance, Risk Management, Anti Money Laundering
Education
Brooklyn Law School
New York University
Alexis Draper-Pask's HSBC Experience September 2010 - March 2011
Job Product Support Specialist at Yahoo
Industry Internet
Experience
Yahoo July 2015 - Present
Yahoo March 2015 - Present
Yahoo October 2013 - Present
Yahoo October 2013 - Present
JPMorgan Chase March 2011 - September 2013
HSBC September 2010 - March 2011
Skills
Customer Service, Customer Satisfaction, Customer Retention, Internet Troubleshooting, Project Management, Proofreading, Reporting & Analysis, Employee Training, Team Leadership, Leadership Development, Microsoft Office, PowerPoint, Time Management, Team Building, Leadership
Education
Niagara University 2006 — 2009
Bachelor's degree, English Language and Literature/Letters
Niagara University 2006 — 2009
Bachelor's degree, English Language and Literature/Letters
Yahoo July 2015 - Present
Yahoo March 2015 - Present
Yahoo October 2013 - Present
Yahoo October 2013 - Present
JPMorgan Chase March 2011 - September 2013
HSBC September 2010 - March 2011
Skills
Customer Service, Customer Satisfaction, Customer Retention, Internet Troubleshooting, Project Management, Proofreading, Reporting & Analysis, Employee Training, Team Leadership, Leadership Development, Microsoft Office, PowerPoint, Time Management, Team Building, Leadership
Education
Niagara University 2006 — 2009
Bachelor's degree, English Language and Literature/Letters
Niagara University 2006 — 2009
Bachelor's degree, English Language and Literature/Letters
Alex Bronstein Alex Bronstein's HSBC Experience March 2005 - October 2005
Job Product Development & Product Management Professional: Financial Technology, Analytics & Market Data
Industry Financial Services
Experience
MSCI Inc. November 2005 - May 2015
HSBC March 2005 - October 2005
Deutsche Bank June 2004 - December 2004
Stellar Technology Solutions November 1999 - March 2004
Societe Generale January 1998 - October 1999
GE Capital June 1994 - December 1997
Skills
Market Data, Project Management, Product Management, Fixed Income, Risk Management, Business Analysis, Credit Risk, Market Risk, Financial Services, Quantitative Finance, Derivatives, Hedge Funds, Analysis, Equities, Capital Markets, Financial Risk, Analytics, Financial Markets, Asset Management
Education
New York University 1990 — 1994
Business Administration and Management, General
New York University - Leonard N. Stern School of Business 1990 — 1994
Bachelor of Science, Economics, Information Technology
MSCI Inc. November 2005 - May 2015
HSBC March 2005 - October 2005
Deutsche Bank June 2004 - December 2004
Stellar Technology Solutions November 1999 - March 2004
Societe Generale January 1998 - October 1999
GE Capital June 1994 - December 1997
Skills
Market Data, Project Management, Product Management, Fixed Income, Risk Management, Business Analysis, Credit Risk, Market Risk, Financial Services, Quantitative Finance, Derivatives, Hedge Funds, Analysis, Equities, Capital Markets, Financial Risk, Analytics, Financial Markets, Asset Management
Education
New York University 1990 — 1994
Business Administration and Management, General
New York University - Leonard N. Stern School of Business 1990 — 1994
Bachelor of Science, Economics, Information Technology
Christina (Tina) Reece Christina (Tina) Reece's HSBC Experience May 1989 - March 2008
Job Retirement Senior Administrator
Industry Financial Services
Experience
P&A Retirement Plan Services, Inc. June 2008 - Present
Buffalo Choral Arts Society July 2003 - Present
HSBC May 1989 - March 2008
Skills
Employee Benefits, Project Management, Defined Benefit, Retirement Planning, Customer Service, Benefits Administration, Microsoft Excel, Health Insurance, Microsoft Office, Retirement, 401k, Payroll, Open Enrollment, Defined Contribution, Investments, Employee Relations, Mutual Funds, Accounting, Financial Analysis, Process Improvement, Relationship Management, Strategic Planning, Retirement Plan..., Time Management, Performance Management, Training, ERISA
Education
State University of New York at Buffalo 1985 — 1987
BS, Accounting
Niagara County Community College 1983 — 1985
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
P&A Retirement Plan Services, Inc. June 2008 - Present
Buffalo Choral Arts Society July 2003 - Present
HSBC May 1989 - March 2008
Skills
Employee Benefits, Project Management, Defined Benefit, Retirement Planning, Customer Service, Benefits Administration, Microsoft Excel, Health Insurance, Microsoft Office, Retirement, 401k, Payroll, Open Enrollment, Defined Contribution, Investments, Employee Relations, Mutual Funds, Accounting, Financial Analysis, Process Improvement, Relationship Management, Strategic Planning, Retirement Plan..., Time Management, Performance Management, Training, ERISA
Education
State University of New York at Buffalo 1985 — 1987
BS, Accounting
Niagara County Community College 1983 — 1985
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kenichi Tsusaka Kenichi Tsusaka's HSBC Experience July 2013 - August 2013
Job Intern at United Nations
Industry International Affairs
Experience
United Nations August 2015 - Present
Asia-Pacific Network for Global Change Research March 2014 - July 2015
HSBC July 2013 - August 2013
Mandarin Oriental Hotel Group June 2011 - August 2011
NTT Communications June 2010 - August 2010
Skills
Climate Change, Economics, PowerPoint, Data Analysis, Research, Climate Change..., ArcGIS, Stata, RETScreen, English, Microsoft Office, Teamwork, Photoshop, Climate Change..., Management, Environmental Statistics, Carbon Sequestration, HOMER, Renewable Energy Systems, R, Customer Service, Microsoft Excel, Event Planning, Public Speaking, Project Management, Leadership
Education
United Nations University - Institute of Advanced Studies 2013 — 2015
Master of Science (MSc), Sustainability
New York University 2009 — 2013
BA, Economics
International School Manila
United Nations August 2015 - Present
Asia-Pacific Network for Global Change Research March 2014 - July 2015
HSBC July 2013 - August 2013
Mandarin Oriental Hotel Group June 2011 - August 2011
NTT Communications June 2010 - August 2010
Skills
Climate Change, Economics, PowerPoint, Data Analysis, Research, Climate Change..., ArcGIS, Stata, RETScreen, English, Microsoft Office, Teamwork, Photoshop, Climate Change..., Management, Environmental Statistics, Carbon Sequestration, HOMER, Renewable Energy Systems, R, Customer Service, Microsoft Excel, Event Planning, Public Speaking, Project Management, Leadership
Education
United Nations University - Institute of Advanced Studies 2013 — 2015
Master of Science (MSc), Sustainability
New York University 2009 — 2013
BA, Economics
International School Manila
Ian Bazzoli's HSBC Experience March 2007 - December 2007
Job Talent Manager at LendKey
Industry Financial Services
Experience
LendKey April 2015 - Present
ITG March 2012 - April 2015
Marcus & Associates March 2008 - March 2012
HSBC March 2007 - December 2007
KEYGroup January 2004 - September 2006
Skills
Recruiting, Talent Management, Talent Acquisition, Human Resources, Organizational..., Strategic Planning, Business Development, Onboarding, Applicant Tracking..., Performance Management, Employee Relations, Technical Recruiting, Employee Engagement, Succession Planning, HRIS, College Recruiting, Personnel Management, Sourcing, Deferred Compensation, Employee Benefits, Interviews, Internet Recruiting, Benefits Negotiation
Education
New York University 2006 — 2009
Masters, I/O Psychology
University of Pittsburgh 2002 — 2006
BA, Psychology
University of Pittsburgh 2004 — 2004
Bachelor of Science (B.S.), Semester at Sea
Mount Vernon High School, Mt. Vernon OH 1998 — 2002
High School
LendKey April 2015 - Present
ITG March 2012 - April 2015
Marcus & Associates March 2008 - March 2012
HSBC March 2007 - December 2007
KEYGroup January 2004 - September 2006
Skills
Recruiting, Talent Management, Talent Acquisition, Human Resources, Organizational..., Strategic Planning, Business Development, Onboarding, Applicant Tracking..., Performance Management, Employee Relations, Technical Recruiting, Employee Engagement, Succession Planning, HRIS, College Recruiting, Personnel Management, Sourcing, Deferred Compensation, Employee Benefits, Interviews, Internet Recruiting, Benefits Negotiation
Education
New York University 2006 — 2009
Masters, I/O Psychology
University of Pittsburgh 2002 — 2006
BA, Psychology
University of Pittsburgh 2004 — 2004
Bachelor of Science (B.S.), Semester at Sea
Mount Vernon High School, Mt. Vernon OH 1998 — 2002
High School
Joseph Bobo Joseph Bobo's HSBC Experience February 2014 - February 2015
Job Portfolio Associate at PIMCO
Industry Investment Management
Experience
PIMCO March 2015 - Present
HSBC February 2014 - February 2015
Mitsubishi UFJ Securities (USA), Inc. June 2013 - August 2013
The National Hockey League June 2012 - August 2012
Cunningham Lindsey May 2011 - August 2011
New York Yankees May 2010 - June 2010
Education
NEW YORK UNIVERSITY, STERN SCHOOL OF BUSINESS 2010 — 2014
Bachelor of Science, Finance, Management
NYU Stern School of Business 2010 — 2014
NYU
TAMPA PREPARATORY SCHOOL
PIMCO March 2015 - Present
HSBC February 2014 - February 2015
Mitsubishi UFJ Securities (USA), Inc. June 2013 - August 2013
The National Hockey League June 2012 - August 2012
Cunningham Lindsey May 2011 - August 2011
New York Yankees May 2010 - June 2010
Education
NEW YORK UNIVERSITY, STERN SCHOOL OF BUSINESS 2010 — 2014
Bachelor of Science, Finance, Management
NYU Stern School of Business 2010 — 2014
NYU
TAMPA PREPARATORY SCHOOL
Wei Liao Wei Liao's HSBC Experience April 2009 - July 2009
Job Economist at International Monetary Fund
Industry Banking
Experience
International Monetary Fund January 2013 - Present
Hong Kong Monetary Authority August 2009 - December 2012
HSBC April 2009 - July 2009
Skills
Macroeconomics, Monetary Policy, Econometrics, Economic Research, International Economics, Economics, Eviews, Stata, Monetary Economics, Time Series Analysis, Emerging Markets, SAS, Economic Policy, Bloomberg, Statistics, Financial Markets, Financial Modeling, Fixed Income, Valuation, Statistical Modeling
Education
New York University 2003 — 2009
Doctor of Philosophy (Ph.D.), Economics
International Monetary Fund January 2013 - Present
Hong Kong Monetary Authority August 2009 - December 2012
HSBC April 2009 - July 2009
Skills
Macroeconomics, Monetary Policy, Econometrics, Economic Research, International Economics, Economics, Eviews, Stata, Monetary Economics, Time Series Analysis, Emerging Markets, SAS, Economic Policy, Bloomberg, Statistics, Financial Markets, Financial Modeling, Fixed Income, Valuation, Statistical Modeling
Education
New York University 2003 — 2009
Doctor of Philosophy (Ph.D.), Economics
Lei Ye Lei Ye's HSBC Experience June 2010 - July 2010
Job MSc Candidate in Integrated Marketing at NYU
Industry Marketing and Advertising
Experience
Philips October 2012 - May 2013
Ganzi No.3 Primary School September 2011 - September 2011
The Boston Consulting Group July 2011 - August 2011
HSBC June 2010 - July 2010
Ernst & Young October 2009 - April 2010
Skills
Microsoft Excel, Strategy, Time Management, Research, Microsoft Office, Marketing, Event Planning, Economics, Team Leadership, Teamwork, Financial Modeling, Project Management, Leadership, Mandarin, Business Strategy, PowerPoint, Econometrics, Social Media Marketing, Macroeconomics, Data Analysis, Marketing Research, Statistics, Market Research, English, Microsoft Word, Analysis, SPSS, Financial Analysis
Education
New York University 2013 — 2015
Master of Science (MSc), Integrated Marketing
University College London, U. of London 2009 — 2012
BSc, Economics, (Hon) Upper Second Class
Philips October 2012 - May 2013
Ganzi No.3 Primary School September 2011 - September 2011
The Boston Consulting Group July 2011 - August 2011
HSBC June 2010 - July 2010
Ernst & Young October 2009 - April 2010
Skills
Microsoft Excel, Strategy, Time Management, Research, Microsoft Office, Marketing, Event Planning, Economics, Team Leadership, Teamwork, Financial Modeling, Project Management, Leadership, Mandarin, Business Strategy, PowerPoint, Econometrics, Social Media Marketing, Macroeconomics, Data Analysis, Marketing Research, Statistics, Market Research, English, Microsoft Word, Analysis, SPSS, Financial Analysis
Education
New York University 2013 — 2015
Master of Science (MSc), Integrated Marketing
University College London, U. of London 2009 — 2012
BSc, Economics, (Hon) Upper Second Class
Christopher Wido Christopher Wido's HSBC Experience October 2010 - March 2013
Job Executive Team Trainer at ACN
Industry Financial Services
Experience
Citi November 2012 - Present
ACN December 2012 - Present
Platinum Fitness - Amherst, NY August 2013 - Present
HSBC October 2010 - March 2013
Skills
Direct Marketing, Relationship Marketing, Computer Maintenance, Marketing Strategy, Leadership, Management, Marketing, Sales, Training, Customer Service, Marketing Research, Investments, Customer Retention, Customer Acquisition, Direct Sales, Lead Generation, Telecommunications, Microsoft Office, Time Management
Education
Niagara University 2007 — 2011
Bachelors, Marketing, Finance & Economics, 3.79 GPA
Williamsville East 2003 — 2007
Citi November 2012 - Present
ACN December 2012 - Present
Platinum Fitness - Amherst, NY August 2013 - Present
HSBC October 2010 - March 2013
Skills
Direct Marketing, Relationship Marketing, Computer Maintenance, Marketing Strategy, Leadership, Management, Marketing, Sales, Training, Customer Service, Marketing Research, Investments, Customer Retention, Customer Acquisition, Direct Sales, Lead Generation, Telecommunications, Microsoft Office, Time Management
Education
Niagara University 2007 — 2011
Bachelors, Marketing, Finance & Economics, 3.79 GPA
Williamsville East 2003 — 2007
Kou Su's HSBC Experience February 1993 - 2007
Job FX eCommerce / Algo Application Support at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2013 - Present
Standard Chartered Bank May 2012 - November 2013
Citigroup February 2007 - April 2012
HSBC February 1993 - 2007
Skills
Vendor Management, Production Support, FX Options, SDLC, Derivatives, Trading Systems, Software Project..., FX trading, Market Data, Leadership, Requirements Analysis, FX Trading, Risk Management, User Acceptance Testing
Education
NYU 1987 — 1992
BA, Information Systems
New York University 1987 — 1991
BA, Information Systems
Deutsche Bank November 2013 - Present
Standard Chartered Bank May 2012 - November 2013
Citigroup February 2007 - April 2012
HSBC February 1993 - 2007
Skills
Vendor Management, Production Support, FX Options, SDLC, Derivatives, Trading Systems, Software Project..., FX trading, Market Data, Leadership, Requirements Analysis, FX Trading, Risk Management, User Acceptance Testing
Education
NYU 1987 — 1992
BA, Information Systems
New York University 1987 — 1991
BA, Information Systems
Lawrence DeLorenzo's HSBC Experience July 2004 - April 2005
Job Senior Financial Services Representative at TD
Industry Insurance
Experience
TD June 2014 - Present
Empire Wealth Strategies July 2013 - July 2014
National Life Insurance Company January 2008 - June 2013
New York Life Insurance Company August 2005 - January 2008
HSBC July 2004 - April 2005
Bank of New York Mellon 2000 - 2004
S & C Agency, Inc 1990 - 1998
Skills
Insurance, Finance, Employee Benefits, Life Insurance, Estate Planning, Fixed Annuities, Financial Advisory, Risk Management, Financial Services, 401k Rollovers, Retirement, Investment Advisory, Health Insurance, Investments, 401k, Banking, Disability Insurance, FINRA, Financial Planners, Financial Planning, Long-term Care, Mutual Funds, Retirement Planning, Securities, Small Business, Strategic Financial..., Wealth, Wealth Management
Education
New York University 1989 — 1989
Paralegal Certificate, Paralegal Studies
St. Lawrence University 1985 — 1989
BA, Sociology
TD June 2014 - Present
Empire Wealth Strategies July 2013 - July 2014
National Life Insurance Company January 2008 - June 2013
New York Life Insurance Company August 2005 - January 2008
HSBC July 2004 - April 2005
Bank of New York Mellon 2000 - 2004
S & C Agency, Inc 1990 - 1998
Skills
Insurance, Finance, Employee Benefits, Life Insurance, Estate Planning, Fixed Annuities, Financial Advisory, Risk Management, Financial Services, 401k Rollovers, Retirement, Investment Advisory, Health Insurance, Investments, 401k, Banking, Disability Insurance, FINRA, Financial Planners, Financial Planning, Long-term Care, Mutual Funds, Retirement Planning, Securities, Small Business, Strategic Financial..., Wealth, Wealth Management
Education
New York University 1989 — 1989
Paralegal Certificate, Paralegal Studies
St. Lawrence University 1985 — 1989
BA, Sociology
Damian Arraiz Damian Arraiz's HSBC Experience May 2001 - June 2004
Job Senior Systems Analyst at KeyBank
Industry Banking
Experience
KeyBank July 2004 - Present
HSBC May 2001 - June 2004
Skills
Microsoft SQL Server, Visual Basic, VBA, Business Analysis, JavaScript, .NET, Project Management
Education
Niagara University 1992 — 1994
BA in History, American History (United States)
State University of New York at Buffalo 1990 — 1992
Fine and Studio Arts
KeyBank July 2004 - Present
HSBC May 2001 - June 2004
Skills
Microsoft SQL Server, Visual Basic, VBA, Business Analysis, JavaScript, .NET, Project Management
Education
Niagara University 1992 — 1994
BA in History, American History (United States)
State University of New York at Buffalo 1990 — 1992
Fine and Studio Arts
David Olkovetsky, CFA David Olkovetsky, CFA's HSBC Experience May 2008 - August 2008
Job Research Analyst Focusing on Global Metals & Mining Credits
Industry Financial Services
Experience
CQS July 2015 - Present
Jefferies December 2014 - June 2015
Jefferies LLC February 2014 - December 2014
Jefferies LLC December 2012 - February 2014
Jefferies LLC February 2010 - November 2012
HSBC May 2008 - August 2008
Credit Suisse September 2007 - December 2007
Skills
Financial Modeling, High Yield, Research, Fixed Income, Industry Analysis, Valuation, Investments, Leveraged Finance, Bonds, DCF, Capital Markets, Corporate Finance, Equities
Education
New York University 2005 — 2009
Bachelors, Finance
Academy for Business and Computer Technology 2001 — 2005
HS Diploma, Business Administration and Management, General
Kaplan
CQS July 2015 - Present
Jefferies December 2014 - June 2015
Jefferies LLC February 2014 - December 2014
Jefferies LLC December 2012 - February 2014
Jefferies LLC February 2010 - November 2012
HSBC May 2008 - August 2008
Credit Suisse September 2007 - December 2007
Skills
Financial Modeling, High Yield, Research, Fixed Income, Industry Analysis, Valuation, Investments, Leveraged Finance, Bonds, DCF, Capital Markets, Corporate Finance, Equities
Education
New York University 2005 — 2009
Bachelors, Finance
Academy for Business and Computer Technology 2001 — 2005
HS Diploma, Business Administration and Management, General
Kaplan
Jennifer (Catleugh) Ferge Jennifer (Catleugh) Ferge's HSBC Experience April 2010 - April 2011
Job Looking for an experience Product Manager with Payments experience. Is this you? Message me if you are interested!
Industry Human Resources
Experience
M&T Bank October 2014 - Present
Seneca Mortgage Servicing LLC March 2014 - October 2014
Ingram Micro August 2011 - March 2014
HSBC April 2010 - April 2011
Adecco Staffing, USA August 2009 - January 2010
The Employment Store May 2006 - August 2009
Paramount Cards October 2004 - October 2005
GM Financial/AmeriCredit March 2001 - September 2004
Keuka College July 2000 - December 2000
Skills
Full-cycle Recruiting, Legal Recruiting, Sourcing, Onboarding, Employee Relations, Interviewing, College Recruiting, Sales Recruitment, Recruitment/Retention, Employee Engagement, Salary Negotiation, E-Verify, Benefits Negotiation, Recruiting, Interviews, Customer Service, Talent Acquisition, Contract Recruitment, Veteran Recruitment, Process Improvement, College Relations, Talent Mining, Talent Pipelining, Pipeline Management, Internet Recruiting, High Volume Staffing, Professional Services, Cold Calling, Employee Benefits, Sales, SDLC, Management, Human Resources, Business Development, Leadership, Applicant Tracking..., Performance Management, Staffing Services, Training, Outsourcing, Networking, Temporary Placement, Resume Writing, Screening Resumes, Hiring, Sales Operations, Technical Recruiting, Screening, Executive Search, Temporary Staffing
Education
Niagara University 1994 — 1998
Bachelor of Science, Business
Niagara University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
M&T Bank October 2014 - Present
Seneca Mortgage Servicing LLC March 2014 - October 2014
Ingram Micro August 2011 - March 2014
HSBC April 2010 - April 2011
Adecco Staffing, USA August 2009 - January 2010
The Employment Store May 2006 - August 2009
Paramount Cards October 2004 - October 2005
GM Financial/AmeriCredit March 2001 - September 2004
Keuka College July 2000 - December 2000
Skills
Full-cycle Recruiting, Legal Recruiting, Sourcing, Onboarding, Employee Relations, Interviewing, College Recruiting, Sales Recruitment, Recruitment/Retention, Employee Engagement, Salary Negotiation, E-Verify, Benefits Negotiation, Recruiting, Interviews, Customer Service, Talent Acquisition, Contract Recruitment, Veteran Recruitment, Process Improvement, College Relations, Talent Mining, Talent Pipelining, Pipeline Management, Internet Recruiting, High Volume Staffing, Professional Services, Cold Calling, Employee Benefits, Sales, SDLC, Management, Human Resources, Business Development, Leadership, Applicant Tracking..., Performance Management, Staffing Services, Training, Outsourcing, Networking, Temporary Placement, Resume Writing, Screening Resumes, Hiring, Sales Operations, Technical Recruiting, Screening, Executive Search, Temporary Staffing
Education
Niagara University 1994 — 1998
Bachelor of Science, Business
Niagara University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Gregory Nardiello Gregory Nardiello's HSBC Experience October 2013 - Present
Job Global Head of Telecommunications at HSBC
Industry Information Technology and Services
Experience
HSBC October 2013 - Present
HSBC March 2012 - October 2013
HSBC Securities March 2010 - March 2012
HSBC 1996 - October 2010
IBM Global Services 1993 - May 1996
Blue Cross and Blue Shield 1987 - 1993
Blue Cross and Blue Shield 1981 - 1987
Education
New York University 2009 — 2010
Professional Certification, Information Systems Security
Thomas Edison State College 1995 — 2006
Business administration and Information Systems
New York University 1985 — 1989
Professional Certification, Telecommunications Analysis
HSBC October 2013 - Present
HSBC March 2012 - October 2013
HSBC Securities March 2010 - March 2012
HSBC 1996 - October 2010
IBM Global Services 1993 - May 1996
Blue Cross and Blue Shield 1987 - 1993
Blue Cross and Blue Shield 1981 - 1987
Education
New York University 2009 — 2010
Professional Certification, Information Systems Security
Thomas Edison State College 1995 — 2006
Business administration and Information Systems
New York University 1985 — 1989
Professional Certification, Telecommunications Analysis
Hassan Tabbah Hassan Tabbah's HSBC Experience November 2013 - June 2015
Job Head of Sales Force Management at HSBC Holdings, London UK
Industry Financial Services
Experience
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
Carrie Ho Carrie Ho's HSBC Experience January 2011 - October 2014
Job Experienced Banking Support Specialist
Industry Banking
Experience
HSBC January 2011 - October 2014
HSBC April 2005 - December 2010
SunTrust Bank January 2002 - March 2005
GE Capital January 2000 - December 2001
PwC August 1995 - December 1999
Skills
Commercial Banking, Retail Banking, Executive..., Accounting, Community Service, Commercial Lending, Due Diligence, KYC, Remediation, Credit Analysis, Budgets, Operating Budgets, Bookkeeping, QuickBooks, Asset Based Lending, Leadership, Business Analysis, Capital Markets, Finance, Financial Services, Small Business Lending, Underwriting, Business Development, Microsoft Office, Business Strategy, Banking
Education
Queens College, The City University of New York 2002 — 2007
Bachelor of Arts (B.A.), Accounting and Information Systems
New York University
Certificate in Credit Analysis
HSBC January 2011 - October 2014
HSBC April 2005 - December 2010
SunTrust Bank January 2002 - March 2005
GE Capital January 2000 - December 2001
PwC August 1995 - December 1999
Skills
Commercial Banking, Retail Banking, Executive..., Accounting, Community Service, Commercial Lending, Due Diligence, KYC, Remediation, Credit Analysis, Budgets, Operating Budgets, Bookkeeping, QuickBooks, Asset Based Lending, Leadership, Business Analysis, Capital Markets, Finance, Financial Services, Small Business Lending, Underwriting, Business Development, Microsoft Office, Business Strategy, Banking
Education
Queens College, The City University of New York 2002 — 2007
Bachelor of Arts (B.A.), Accounting and Information Systems
New York University
Certificate in Credit Analysis
Andres de Guzman's HSBC Experience October 2012 - July 2014
Job Financial Crimes Compliance Analytics and Reporting
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Freelance January 2012 - Present
HSBC October 2012 - July 2014
Morgan Stanley Smith Barney May 2009 - November 2011
Citigroup 2007 - 2009
Next New Networks 2006 - 2007
MTV Networks 2004 - 2005
West Coast Event Productions 2003 - 2004
State of Oregon 1997 - 1999
Acapulco's Gold Mexican Restaurant 1998 - 1998
Skills
Entertainment, Editing, New Media, Digital Strategy, Video, Blogging, Research, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Event Planning, Project Planning, Project Coordination, Customer Service, Events, Innovation, Keynote, Keyword Research, Microsoft Word, Social Networking, Business Objects, Office Management, PowerPoint, Problem Solving, User Experience, Visio, YouTube, Logic Studio, Final Cut Pro, Policy Writing, Legal Compliance, Gap Analysis, Business Requirements, Cross-functional..., AML, Analytics, Business Analysis, CRM, Content Development, Content Management, Finance, Financial Services, Hedge Funds, Information Architecture, Investment Banking, Leadership, Management, Mobile Marketing, Online Marketing
Education
New York University 1999 — 2003
B.A., U.S. & Caribbean history, politics, economics, and music.
Oregon Episcopal School 1995 — 1997
American School of Madrid
JPMorgan Chase July 2014 - Present
Freelance January 2012 - Present
HSBC October 2012 - July 2014
Morgan Stanley Smith Barney May 2009 - November 2011
Citigroup 2007 - 2009
Next New Networks 2006 - 2007
MTV Networks 2004 - 2005
West Coast Event Productions 2003 - 2004
State of Oregon 1997 - 1999
Acapulco's Gold Mexican Restaurant 1998 - 1998
Skills
Entertainment, Editing, New Media, Digital Strategy, Video, Blogging, Research, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Event Planning, Project Planning, Project Coordination, Customer Service, Events, Innovation, Keynote, Keyword Research, Microsoft Word, Social Networking, Business Objects, Office Management, PowerPoint, Problem Solving, User Experience, Visio, YouTube, Logic Studio, Final Cut Pro, Policy Writing, Legal Compliance, Gap Analysis, Business Requirements, Cross-functional..., AML, Analytics, Business Analysis, CRM, Content Development, Content Management, Finance, Financial Services, Hedge Funds, Information Architecture, Investment Banking, Leadership, Management, Mobile Marketing, Online Marketing
Education
New York University 1999 — 2003
B.A., U.S. & Caribbean history, politics, economics, and music.
Oregon Episcopal School 1995 — 1997
American School of Madrid
Jennifer Wald's HSBC Experience October 2005 - February 2006
Job Human Resources at American Jewish World Service
Industry Human Resources
Experience
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
Ilya Karetsky's HSBC Experience 2006 - 2009
Job Software
Industry Capital Markets
Experience
Wells Fargo Securities 2014 - Present
Liquidnet 2013 - 2014
Bloomberg LP 2012 - 2013
Credit Suisse 2009 - 2012
HSBC 2006 - 2009
Standard & Poor's 2003 - 2006
Lehman Brothers 2001 - 2003
Goldman Sachs 1998 - 2001
J.P. Morgan 1997 - 1999
Credit Suisse 1996 - 1997
Skills
Java, Multithreaded..., Java Concurrency, Linux, C++, C/C++ STL, Trading Systems, Electronic Trading, Unix, FIX, TCP/IP, Distributed Algorithms, Low Latency, Sybase, CORBA, Web Services, Market connectivity, FX Options, DCE, Shell Scripting, Derivatives, Fixed Income, SDLC, Multithreading, SQL, C
Education
New York University 1989 — 1993
Bachelor of Arts, Computer Science
Wells Fargo Securities 2014 - Present
Liquidnet 2013 - 2014
Bloomberg LP 2012 - 2013
Credit Suisse 2009 - 2012
HSBC 2006 - 2009
Standard & Poor's 2003 - 2006
Lehman Brothers 2001 - 2003
Goldman Sachs 1998 - 2001
J.P. Morgan 1997 - 1999
Credit Suisse 1996 - 1997
Skills
Java, Multithreaded..., Java Concurrency, Linux, C++, C/C++ STL, Trading Systems, Electronic Trading, Unix, FIX, TCP/IP, Distributed Algorithms, Low Latency, Sybase, CORBA, Web Services, Market connectivity, FX Options, DCE, Shell Scripting, Derivatives, Fixed Income, SDLC, Multithreading, SQL, C
Education
New York University 1989 — 1993
Bachelor of Arts, Computer Science
Anthony Carter's HSBC Experience 2000 - 2003
Job Business Development LATAM/Caribbean
Industry Venture Capital & Private Equity
Experience
LATAM/Caribbean 2005 - Present
HSBC 2000 - 2003
Republic National Bank 1996 - 2000
Chase Manhattan Bank September 1995 - February 1996
K. Aufhauser & Company 1992 - 1994
Waterhouse Investors Service January 1992 - August 1992
Skills
Research, Strategic Planning, International Relations, Microsoft Office, Business Strategy, New Business Development, Capital Markets, Private Banking, Hedge Funds, Caribbean, Foreign Relations, International..., Financial Analysis, Business Relationship..., Venture Financing, Bridge Financing, Franchise Consulting, Emerging Markets, Venture Capital, Business Development, Financial Advisory, Investment Banking, Securities, Portfolio Management, Corporate Finance, Valuation, Fund Of Funds, Financial Modeling
Education
New York University 1988 — 1993
Bachelor of Business Administration (BBA), Business
LATAM/Caribbean 2005 - Present
HSBC 2000 - 2003
Republic National Bank 1996 - 2000
Chase Manhattan Bank September 1995 - February 1996
K. Aufhauser & Company 1992 - 1994
Waterhouse Investors Service January 1992 - August 1992
Skills
Research, Strategic Planning, International Relations, Microsoft Office, Business Strategy, New Business Development, Capital Markets, Private Banking, Hedge Funds, Caribbean, Foreign Relations, International..., Financial Analysis, Business Relationship..., Venture Financing, Bridge Financing, Franchise Consulting, Emerging Markets, Venture Capital, Business Development, Financial Advisory, Investment Banking, Securities, Portfolio Management, Corporate Finance, Valuation, Fund Of Funds, Financial Modeling
Education
New York University 1988 — 1993
Bachelor of Business Administration (BBA), Business
Bob Powers's HSBC Experience February 1993 - June 1998
Job Managing Director at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 1998 - Present
HSBC February 1993 - June 1998
Knight-Ridder Financial January 1990 - February 1993
Honeywell, Inc. April 1986 - January 1990
Skills
Derivatives
Education
New York University
MBA, Finance
The Ohio State University
BSBA, Economics and Marketing
Wells Fargo Bank June 1998 - Present
HSBC February 1993 - June 1998
Knight-Ridder Financial January 1990 - February 1993
Honeywell, Inc. April 1986 - January 1990
Skills
Derivatives
Education
New York University
MBA, Finance
The Ohio State University
BSBA, Economics and Marketing
Troy Bigby's HSBC Experience August 2004 - September 2005
Job Manager Technical Solutions at BlackBerry
Industry Information Technology and Services
Experience
BlackBerry November 2014 - Present
Research In Motion February 2008 - November 2014
Moody's Investors Service September 2005 - February 2008
HSBC August 2004 - September 2005
Goldman Sachs 2000 - 2004
PricewaterhouseCoopers 1999 - 2000
Skills
SQL, Windows, Active Directory, Microsoft SQL Server, Java, HTML, XP, Operating Systems, Troubleshooting, Computer Hardware, Windows Server, Unix, JavaScript, Servers, C++, XML, Linux, Blackberry, Blackberry Enterprise..., Disaster Recovery, Business Continuity..., IT Strategy, Strategic Business, Marketing Strategy, Blackberry OS, WiFi, Mobile Technology, Citrix, VMware, Microsoft Office, Wireless, TCP/IP, Mobile Devices, Solution Selling, Telecommunications, Cloud Computing, Windows XP
Education
New York University 1995 — 1999
Bachelor of Arts (B.A.), Computer Science
St.Anthony's HS 1991 — 1995
General Studies, General Studies
BlackBerry November 2014 - Present
Research In Motion February 2008 - November 2014
Moody's Investors Service September 2005 - February 2008
HSBC August 2004 - September 2005
Goldman Sachs 2000 - 2004
PricewaterhouseCoopers 1999 - 2000
Skills
SQL, Windows, Active Directory, Microsoft SQL Server, Java, HTML, XP, Operating Systems, Troubleshooting, Computer Hardware, Windows Server, Unix, JavaScript, Servers, C++, XML, Linux, Blackberry, Blackberry Enterprise..., Disaster Recovery, Business Continuity..., IT Strategy, Strategic Business, Marketing Strategy, Blackberry OS, WiFi, Mobile Technology, Citrix, VMware, Microsoft Office, Wireless, TCP/IP, Mobile Devices, Solution Selling, Telecommunications, Cloud Computing, Windows XP
Education
New York University 1995 — 1999
Bachelor of Arts (B.A.), Computer Science
St.Anthony's HS 1991 — 1995
General Studies, General Studies
Robert Choi's HSBC Experience October 2005 - March 2006
Job Digital Analyst at The Children's Place
Industry Retail
Experience
The Children's Place August 2015 - Present
Arkadium February 2012 - August 2015
Arkadium February 2011 - February 2012
InstantAction June 2008 - October 2010
US Army November 2006 - March 2008
Deutsche Bank - PWM April 2006 - November 2006
HSBC October 2005 - March 2006
US Army March 2002 - October 2004
US Army September 1999 - February 2002
BlackRock Financial Management June 1998 - June 1999
Skills
Analytics, Data Analysis, Agile Methodologies, JIRA, SQL, Scrum, Databases, Market Analysis, Financial Modeling, Qualitative Research, User Experience, Competitive Analysis, Market Research, Game Development, Project Management, Web Applications, Social Games, Mobile Applications, Game Design, Agile Project Management, Video Games, Team Leadership
Education
New York University
BA, Economics
The Children's Place August 2015 - Present
Arkadium February 2012 - August 2015
Arkadium February 2011 - February 2012
InstantAction June 2008 - October 2010
US Army November 2006 - March 2008
Deutsche Bank - PWM April 2006 - November 2006
HSBC October 2005 - March 2006
US Army March 2002 - October 2004
US Army September 1999 - February 2002
BlackRock Financial Management June 1998 - June 1999
Skills
Analytics, Data Analysis, Agile Methodologies, JIRA, SQL, Scrum, Databases, Market Analysis, Financial Modeling, Qualitative Research, User Experience, Competitive Analysis, Market Research, Game Development, Project Management, Web Applications, Social Games, Mobile Applications, Game Design, Agile Project Management, Video Games, Team Leadership
Education
New York University
BA, Economics
Robert Villano, CRISC's HSBC Experience 2011 - 2013
Job Information Security Manager at North ShoreLIJ Health System
Industry Information Technology and Services
Experience
North Shore-LIJ Health System February 2014 - Present
HSBC 2011 - 2013
HSBC 2001 - 2011
Education
New York University - Polytechnic School of Engineering
Master of Science, Electrical Engineering
Penn State University
Bachelor of Science, Electrical Engineering
North Shore-LIJ Health System February 2014 - Present
HSBC 2011 - 2013
HSBC 2001 - 2011
Education
New York University - Polytechnic School of Engineering
Master of Science, Electrical Engineering
Penn State University
Bachelor of Science, Electrical Engineering
Phyllis Rosenblum's HSBC Experience January 1989 - May 2005
Job Independent Banking Professional
Industry Banking
Experience
HSBC January 1989 - May 2005
Education
New York University
HSBC January 1989 - May 2005
Education
New York University
Margarita Roman-Ramirez, CBCP's HSBC Experience October 2006 - March 2007
Job Vice President at HAITONG
Industry Banking
Experience
HAITONG September 2015 - Present
Espírito Santo Investment Bank (BESI) May 2009 - September 2015
Banco Bilbao Vizcaya Argentaria March 2007 - 2009
HSBC October 2006 - March 2007
WestLB August 2000 - October 2006
Skills
Structured Finance, FX Options, Fixed Income, Capital Markets, Derivatives, Collateral Management, Securities, Trading, Middle Office, Trade Finance, Treasury, Securities Lending, Loans, Equity Derivatives, Swaps, Hedge Funds, Investment Banking, KYC, Operational Risk, Bonds, Structured Products, Equities, Financial Markets
Education
College of Aeronautics 1985 — 1989
New York University - Polytechnic School of Engineering
HAITONG September 2015 - Present
Espírito Santo Investment Bank (BESI) May 2009 - September 2015
Banco Bilbao Vizcaya Argentaria March 2007 - 2009
HSBC October 2006 - March 2007
WestLB August 2000 - October 2006
Skills
Structured Finance, FX Options, Fixed Income, Capital Markets, Derivatives, Collateral Management, Securities, Trading, Middle Office, Trade Finance, Treasury, Securities Lending, Loans, Equity Derivatives, Swaps, Hedge Funds, Investment Banking, KYC, Operational Risk, Bonds, Structured Products, Equities, Financial Markets
Education
College of Aeronautics 1985 — 1989
New York University - Polytechnic School of Engineering
Gary Krawec's HSBC Experience systems analystMTO1988 - 2001
Job systems analyst at HSBC
Industry Information Technology and Services
Experience
HSBC systems analystMTO1988 - 2001
Ontario Government 1988 - 2001
Education
Niagara College 1984 — 1985
Diploma, Electronics
HSBC systems analystMTO1988 - 2001
Ontario Government 1988 - 2001
Education
Niagara College 1984 — 1985
Diploma, Electronics
Cheryl Gurz's HSBC Experience August 2003 - December 2010
Job Managing Director Treasury Services Emerging Technology Segment Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2015 - Present
BNY Mellon December 2012 - December 2014
Citi May 2010 - December 2012
HSBC August 2003 - December 2010
JPMorgan Chase (Bank One) November 2000 - August 2001
MBNA April 1994 - October 2000
JPMorgan Chase (Chase Manhattan) 1981 - 1986
Skills
Payments, Credit Cards, Cash Management, Banking, Accounts Payable, Portfolio Management, Financial Services, Internal Audit, Management, Business Analysis, Treasury Management, Retail Banking, Risk Management, Relationship Management, Commercial Banking, ACH, Electronic Payments, Product Management
Education
Wilmington College 2002 — 2004
MOL, Organizational Leadership
Niagara University 1975 — 1981
Bachelor of Science (B.S.), Accounting
BNY Mellon January 2015 - Present
BNY Mellon December 2012 - December 2014
Citi May 2010 - December 2012
HSBC August 2003 - December 2010
JPMorgan Chase (Bank One) November 2000 - August 2001
MBNA April 1994 - October 2000
JPMorgan Chase (Chase Manhattan) 1981 - 1986
Skills
Payments, Credit Cards, Cash Management, Banking, Accounts Payable, Portfolio Management, Financial Services, Internal Audit, Management, Business Analysis, Treasury Management, Retail Banking, Risk Management, Relationship Management, Commercial Banking, ACH, Electronic Payments, Product Management
Education
Wilmington College 2002 — 2004
MOL, Organizational Leadership
Niagara University 1975 — 1981
Bachelor of Science (B.S.), Accounting
David Kraus's HSBC Experience July 2005 - July 2006
Job Senior Vice President Mortgage Contact Centers at KeyBank
Industry Financial Services
Experience
KeyBank May 2015 - Present
KeyBank May 2014 - May 2015
Key Bank July 2011 - April 2014
KeyBank July 2006 - July 2011
HSBC July 2005 - July 2006
HSBC July 2001 - July 2005
HSBC July 1999 - July 2001
HSBC July 1994 - July 2000
HSBC July 1990 - July 1994
Skills
Goal-oriented..., Customer Service..., Sales Management, Project Management, Strategic Planning, Internal Communications, Analytical Skills, Cross-functional..., Operations Management, People Skills, Performance Management, Sales, Call Centers, Financial Analysis, Customer Service, Relationship Management, CRM, Leadership, Finance, Loans, Process Improvement, Management
Education
Niagara University
Master of Business Administration (MBA)
Niagara University
BS, Commerce with Management Concentration
Consumer Bankers Association, University of Virginia
Graduate Degree Retail Bank Management,
KeyBank May 2015 - Present
KeyBank May 2014 - May 2015
Key Bank July 2011 - April 2014
KeyBank July 2006 - July 2011
HSBC July 2005 - July 2006
HSBC July 2001 - July 2005
HSBC July 1999 - July 2001
HSBC July 1994 - July 2000
HSBC July 1990 - July 1994
Skills
Goal-oriented..., Customer Service..., Sales Management, Project Management, Strategic Planning, Internal Communications, Analytical Skills, Cross-functional..., Operations Management, People Skills, Performance Management, Sales, Call Centers, Financial Analysis, Customer Service, Relationship Management, CRM, Leadership, Finance, Loans, Process Improvement, Management
Education
Niagara University
Master of Business Administration (MBA)
Niagara University
BS, Commerce with Management Concentration
Consumer Bankers Association, University of Virginia
Graduate Degree Retail Bank Management,
Lynne Brzezenski's HSBC Experience August 2009 - February 2013
Job International and Domestic Corporate Tax Executive
Industry Banking
Experience
HSBC August 2009 - February 2013
HSBC Holdings plc August 2007 - July 2009
HSBC North America January 2004 - August 2007
Household International February 2000 - February 2003
Skills
International Tax, Financial Markets, Tax, Mergers, Insurance, Corporate Tax, Tax Law, Financial Services, Mergers & Acquisitions, Tax Advisory, Transfer Pricing, Due Diligence, Cross-border..., Strategic Financial..., Income Tax, Corporate Governance, Tax Accounting, Sarbanes-Oxley Act
Education
New York University School of Law
Master of Laws (LL.M.), Taxation
University of Miami School of Law
JD
HSBC August 2009 - February 2013
HSBC Holdings plc August 2007 - July 2009
HSBC North America January 2004 - August 2007
Household International February 2000 - February 2003
Skills
International Tax, Financial Markets, Tax, Mergers, Insurance, Corporate Tax, Tax Law, Financial Services, Mergers & Acquisitions, Tax Advisory, Transfer Pricing, Due Diligence, Cross-border..., Strategic Financial..., Income Tax, Corporate Governance, Tax Accounting, Sarbanes-Oxley Act
Education
New York University School of Law
Master of Laws (LL.M.), Taxation
University of Miami School of Law
JD
Brandis Lyn's HSBC Experience June 2010 - September 2013
Job Senior Branch Manager HSBC Bank
Industry Financial Services
Experience
HSBC Bank September 2013 - Present
HSBC June 2010 - September 2013
Education
Niagara University 1996 — 2001
HSBC Bank September 2013 - Present
HSBC June 2010 - September 2013
Education
Niagara University 1996 — 2001
Maya Zelio, LCSW's HSBC Experience 1999 - 2000
Job Licensed Clinical Social Worker
Industry Mental Health Care
Experience
Aetna April 2015 - Present
Village of Niles July 2013 - March 2015
West Suburban Medical Center February 2011 - October 2012
YMCA of Metropolitan Chicago February 2010 - January 2011
MDS Counseling Centers 2004 - 2005
Colorado Coalition for the Homeless September 2003 - March 2004
Brooklyn Psychiatric 2002 - 2003
Southbeach Psychiatric/Heights Hill Mental Health September 2001 - May 2002
Bloomberg 2000 - 2001
HSBC 1999 - 2000
Skills
Social Services, Mental Health, Psychotherapy, Crisis Intervention, Group Therapy, Volunteer Management, Seniors, Community Outreach, Healthcare, Psychosocial, Treatment, Adolescents, Medical Social Work, Event Planning, Program Development, Client Counseling, Life Transitions, Biopsychosocial..., Behavioral Health, Adults, Non-profits, Discharge planning, Geriatrics, MDS, Case Managment, Spanish-speaking, Program Management, Medicare, Local Government, Job Search Strategies, Gerontology, DSM-IV, Therapeutic Crisis..., Individual Counselling, Solution Focused, Wellness, Elder Care, Program Evaluation, Group Work, Case Management
Education
New York University 2000 — 2002
MSW, Social Work
Teachers College of Columbia University 1993 — 1995
MA, TESOL
Union College 1989 — 1993
BA, Spanish
Aetna April 2015 - Present
Village of Niles July 2013 - March 2015
West Suburban Medical Center February 2011 - October 2012
YMCA of Metropolitan Chicago February 2010 - January 2011
MDS Counseling Centers 2004 - 2005
Colorado Coalition for the Homeless September 2003 - March 2004
Brooklyn Psychiatric 2002 - 2003
Southbeach Psychiatric/Heights Hill Mental Health September 2001 - May 2002
Bloomberg 2000 - 2001
HSBC 1999 - 2000
Skills
Social Services, Mental Health, Psychotherapy, Crisis Intervention, Group Therapy, Volunteer Management, Seniors, Community Outreach, Healthcare, Psychosocial, Treatment, Adolescents, Medical Social Work, Event Planning, Program Development, Client Counseling, Life Transitions, Biopsychosocial..., Behavioral Health, Adults, Non-profits, Discharge planning, Geriatrics, MDS, Case Managment, Spanish-speaking, Program Management, Medicare, Local Government, Job Search Strategies, Gerontology, DSM-IV, Therapeutic Crisis..., Individual Counselling, Solution Focused, Wellness, Elder Care, Program Evaluation, Group Work, Case Management
Education
New York University 2000 — 2002
MSW, Social Work
Teachers College of Columbia University 1993 — 1995
MA, TESOL
Union College 1989 — 1993
BA, Spanish
dmitry feygin's HSBC Experience 2005 - 2007
Job Associate Director
Industry Financial Services
Experience
JPMorgan April 2007 - Present
Bear Stearns April 2007 - Present
HSBC 2005 - 2007
CSFB 2003 - 2004
UBS 2002 - 2003
JPMorgan 1997 - 2002
Moody's Investors Service 1995 - 1997
Participants Trust company 1994 - 1995
Skills
Equity Derivatives, Fixed Income
Education
New York University
Computer Science
JPMorgan April 2007 - Present
Bear Stearns April 2007 - Present
HSBC 2005 - 2007
CSFB 2003 - 2004
UBS 2002 - 2003
JPMorgan 1997 - 2002
Moody's Investors Service 1995 - 1997
Participants Trust company 1994 - 1995
Skills
Equity Derivatives, Fixed Income
Education
New York University
Computer Science
Deborah Heins's HSBC Experience 2006 - 2008
Job Managing DirectorCommercial Lending at PeapackGladstone Bank
Industry Banking
Experience
Peapack-Gladstone Bank January 2011 - Present
Sun National Bank 2009 - 2010
HSBC 2006 - 2008
Skills
Commercial Lending, Credit, Commercial Mortgages, Loans, Mortgage Lending, Small Business Lending, Portfolio Management, Finance, Investment Properties, Commercial Banking, Funding, Lines Of Credit, Commercial Real Estate, Due Diligence, Negotiation, Underwriting, Loan Origination, USDA, Real Estate Economics, Real Estate, Selling, Mortgage Banking, Investments, Valuation, Banking, Refinance, Credit Analysis, Residential Mortgages, Asset Based Lending, SBA, FHA, Consumer Lending, Construction Loans, Real Estate Financing, Asset Management, Financial Structuring, Credit Risk, Mortgage Marketing, Retail Banking, Cash Management, Sales
Education
New York University
B.A.
Peapack-Gladstone Bank January 2011 - Present
Sun National Bank 2009 - 2010
HSBC 2006 - 2008
Skills
Commercial Lending, Credit, Commercial Mortgages, Loans, Mortgage Lending, Small Business Lending, Portfolio Management, Finance, Investment Properties, Commercial Banking, Funding, Lines Of Credit, Commercial Real Estate, Due Diligence, Negotiation, Underwriting, Loan Origination, USDA, Real Estate Economics, Real Estate, Selling, Mortgage Banking, Investments, Valuation, Banking, Refinance, Credit Analysis, Residential Mortgages, Asset Based Lending, SBA, FHA, Consumer Lending, Construction Loans, Real Estate Financing, Asset Management, Financial Structuring, Credit Risk, Mortgage Marketing, Retail Banking, Cash Management, Sales
Education
New York University
B.A.
Brian Helfrich's HSBC Experience May 1993 - October 1995
Job Vice President Client Relations Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Bank N.A. September 2007 - February 2013
Wells Fargo Bank, N.A. May 2003 - September 2007
Wells Fargo Bank, N.A. February 2001 - May 2003
Wells Fargo Home Mortgage August 1999 - February 2001
Wachovia October 1995 - August 1999
HSBC May 1993 - October 1995
Skills
Asset Management, Securitization, Capital Markets
Education
Niagara University 1989 — 1993
BBA, Accounting
Lewiston - Porter High School 1985 — 1989
HS Diploma, HS Diploma
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Bank N.A. September 2007 - February 2013
Wells Fargo Bank, N.A. May 2003 - September 2007
Wells Fargo Bank, N.A. February 2001 - May 2003
Wells Fargo Home Mortgage August 1999 - February 2001
Wachovia October 1995 - August 1999
HSBC May 1993 - October 1995
Skills
Asset Management, Securitization, Capital Markets
Education
Niagara University 1989 — 1993
BBA, Accounting
Lewiston - Porter High School 1985 — 1989
HS Diploma, HS Diploma
Bill Baum's HSBC Experience May 2006 - June 2008
Job Sales Manager
Industry Banking
Experience
Durand Toyota Ford April 2009 - Present
HSBC May 2006 - June 2008
Diamond Chevrolet May 1999 - May 2001
Skills
Sales Management, Consultative Selling, New Business Development, Customer Relations, Sales, Selling, Account Management, Customer Retention, Customer Service, CRM, Sales Process, Direct Sales, Sales Operations, Relationship Management, Salesforce.com, Key Account Management, Cold Calling, B2B, Business Development, Sales Presentations, Building Relationships, Pricing, Customer Satisfaction
Education
Niagara University
BS, Business-Industrial Relations
Durand Toyota Ford April 2009 - Present
HSBC May 2006 - June 2008
Diamond Chevrolet May 1999 - May 2001
Skills
Sales Management, Consultative Selling, New Business Development, Customer Relations, Sales, Selling, Account Management, Customer Retention, Customer Service, CRM, Sales Process, Direct Sales, Sales Operations, Relationship Management, Salesforce.com, Key Account Management, Cold Calling, B2B, Business Development, Sales Presentations, Building Relationships, Pricing, Customer Satisfaction
Education
Niagara University
BS, Business-Industrial Relations
Donald Armstrong's HSBC Experience September 2009 - May 2012
Job Financial consultant / analyst
Industry Investment Management
Experience
HSBC September 2009 - May 2012
Citigroup January 2007 - September 2009
Skills
Banking, Risk Management, Capital Markets, Fixed Income, Investment Banking, Derivatives, Portfolio Management, Credit, Equities, Financial Risk, Finance, Corporate Finance, Series 7, Series 65, Life Insurance, Personal Finance, Financial Planning, Investment Advisory
Education
Niagara University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.7
University at Buffalo 1996 — 2004
Bachelor's Degree, Financial Analysis, Cum Laude
HSBC September 2009 - May 2012
Citigroup January 2007 - September 2009
Skills
Banking, Risk Management, Capital Markets, Fixed Income, Investment Banking, Derivatives, Portfolio Management, Credit, Equities, Financial Risk, Finance, Corporate Finance, Series 7, Series 65, Life Insurance, Personal Finance, Financial Planning, Investment Advisory
Education
Niagara University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.7
University at Buffalo 1996 — 2004
Bachelor's Degree, Financial Analysis, Cum Laude
Connie Chan, CIA's HSBC Experience April 2015 - Present
Job Senior Audit Manager IT at HSBC
Industry Banking
Experience
HSBC April 2015 - Present
Ivory Systems - HSBC July 2014 - April 2015
Chinatown Cardiology June 2012 - October 2014
Experis - JP Morgan Chase December 2013 - July 2014
The Brooklyn Hospital Center April 2012 - June 2012
Brooklyn Hospital - Cardiology Department/Echo Lab January 2012 - April 2012
Citigroup, Audit and Risk Review July 2005 - December 2008
Bank of Tokyo-Mitsubishi June 1998 - July 2005
Sakura Bank March 1992 - June 1998
First New York Bank for Business September 1988 - July 1990
Skills
Operational Risk..., Risk Management, Financial Risk, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Banking, Cash Management, Credit Risk, Corporate Finance, Treasury Management, Capital Markets, Finance, Financial Services, Financial Reporting, Enterprise Risk..., Accounting, Financial Audits, Credit, Risk Assessment, Valuation, Derivatives
Education
Sanford Brown Institute 2010 — 2012
Certificate, Echocardiography
New York University 2009 — 2010
Certification, IT Auditing
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
HSBC April 2015 - Present
Ivory Systems - HSBC July 2014 - April 2015
Chinatown Cardiology June 2012 - October 2014
Experis - JP Morgan Chase December 2013 - July 2014
The Brooklyn Hospital Center April 2012 - June 2012
Brooklyn Hospital - Cardiology Department/Echo Lab January 2012 - April 2012
Citigroup, Audit and Risk Review July 2005 - December 2008
Bank of Tokyo-Mitsubishi June 1998 - July 2005
Sakura Bank March 1992 - June 1998
First New York Bank for Business September 1988 - July 1990
Skills
Operational Risk..., Risk Management, Financial Risk, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Banking, Cash Management, Credit Risk, Corporate Finance, Treasury Management, Capital Markets, Finance, Financial Services, Financial Reporting, Enterprise Risk..., Accounting, Financial Audits, Credit, Risk Assessment, Valuation, Derivatives
Education
Sanford Brown Institute 2010 — 2012
Certificate, Echocardiography
New York University 2009 — 2010
Certification, IT Auditing
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
Kiran Setty's HSBC Experience 2005 - 2007
Job Partner at BTI
Industry Machinery
Experience
BTI January 2007 - Present
HSBC 2005 - 2007
Skills
Financial Accounting, Financial Modeling, Financial Analysis, Derivatives, Project Management, Valuation, Fixed Income, Finance, Forecasting, Investment Banking, Process Improvement, Business Analysis, Analysis, Budget, Accounts Receivable, Venture Capital, Access, Microsoft Excel, Data Analysis, Visio
Education
New York University 1997 — 2001
BA, major: Economics minor: Chemistry and Psychology
Santa Clara University
CAAP, Certficate of Advanced Accounting Proficiency
BTI January 2007 - Present
HSBC 2005 - 2007
Skills
Financial Accounting, Financial Modeling, Financial Analysis, Derivatives, Project Management, Valuation, Fixed Income, Finance, Forecasting, Investment Banking, Process Improvement, Business Analysis, Analysis, Budget, Accounts Receivable, Venture Capital, Access, Microsoft Excel, Data Analysis, Visio
Education
New York University 1997 — 2001
BA, major: Economics minor: Chemistry and Psychology
Santa Clara University
CAAP, Certficate of Advanced Accounting Proficiency
Kathleen Monti's HSBC Experience August 1985 - September 1993
Job Independent Human Resources Professional
Industry Human Resources
Experience
First Niagara Financial Group September 1993 - May 2005
First Niagara Bank 1993 - 2005
HSBC August 1985 - September 1993
Niagara Falls Memorial Medical Center 1975 - 1985
Skills
Employee Relations, Human Resources, Employee Engagement, Team Building, Leadership, Mergers & Acquisitions, Recruiting, Strategic Planning, Deferred Compensation, Employee Benefits, Process Improvement, Benefits Administration, Banking, Risk Management, Management
Education
Niagara University
MBA, Undergraduate BA English
First Niagara Financial Group September 1993 - May 2005
First Niagara Bank 1993 - 2005
HSBC August 1985 - September 1993
Niagara Falls Memorial Medical Center 1975 - 1985
Skills
Employee Relations, Human Resources, Employee Engagement, Team Building, Leadership, Mergers & Acquisitions, Recruiting, Strategic Planning, Deferred Compensation, Employee Benefits, Process Improvement, Benefits Administration, Banking, Risk Management, Management
Education
Niagara University
MBA, Undergraduate BA English
Eugene Rozelman's HSBC Experience 2006 - 2009
Job Managing Director at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Bradley Martin's HSBC Experience June 2007 - May 2009
Job Vice President at M&T Bank
Industry Marketing and Advertising
Experience
M&T Bank September 2015 - Present
HealthNow New York Inc. August 2014 - September 2015
First Niagara Bank June 2009 - August 2014
HSBC June 2007 - May 2009
First Niagara Bank March 1999 - June 2007
Skills
Banking, Customer Service, Social Media Marketing, CRM, Direct Marketing, Leadership, Marketing, Financial Services, Credit, Loans, Marketing Communications, Management, Retail Banking, Marketing Strategy, Analytics, Process Improvement, Strategic Planning, Commercial Lending, Financial Analysis
Education
Niagara University 1990 — 1994
BS, Commerce/Marketing
M&T Bank September 2015 - Present
HealthNow New York Inc. August 2014 - September 2015
First Niagara Bank June 2009 - August 2014
HSBC June 2007 - May 2009
First Niagara Bank March 1999 - June 2007
Skills
Banking, Customer Service, Social Media Marketing, CRM, Direct Marketing, Leadership, Marketing, Financial Services, Credit, Loans, Marketing Communications, Management, Retail Banking, Marketing Strategy, Analytics, Process Improvement, Strategic Planning, Commercial Lending, Financial Analysis
Education
Niagara University 1990 — 1994
BS, Commerce/Marketing
Joseph Barri's HSBC Experience August 1985 - June 2002
Job First Vice President
Industry Construction
Experience
Major New Jersey Based Bank October 2012 - Present
CB Richard Ellis September 2006 - 2012
Independence Community Bank June 2002 - September 2006
HSBC August 1985 - June 2002
Merrill Lynch January 1979 - August 1985
Mason Industries June 1974 - August 1979
Skills
Banking, Risk Management, Contract Management, Portfolio Management, Commercial Lending, Retail Banking, Loans
Education
New York University 1979 — 1989
N/A, Office Space Planning, Project Management, Business Comp Skills
New York University 1987 — 1988
N/A, Construction Management & Estimating
Queensborough Community College 1971 — 1974
AAS, Architectural &Structural Design
Major New Jersey Based Bank October 2012 - Present
CB Richard Ellis September 2006 - 2012
Independence Community Bank June 2002 - September 2006
HSBC August 1985 - June 2002
Merrill Lynch January 1979 - August 1985
Mason Industries June 1974 - August 1979
Skills
Banking, Risk Management, Contract Management, Portfolio Management, Commercial Lending, Retail Banking, Loans
Education
New York University 1979 — 1989
N/A, Office Space Planning, Project Management, Business Comp Skills
New York University 1987 — 1988
N/A, Construction Management & Estimating
Queensborough Community College 1971 — 1974
AAS, Architectural &Structural Design
Amy Batheja's HSBC Experience September 2003 - May 2004
Job Project Manager at University of Texas
Industry Libraries
Experience
University of Texas October 2014 - Present
Dell October 2013 - July 2014
Texas State Law Library June 2013 - October 2013
Legislative Reference Library of Texas October 2012 - October 2013
Legislative Reference Library of Texas January 2013 - July 2013
Texas Wesleyan University School of Law September 2011 - April 2012
Texas Wesleyan University School of Law October 2009 - August 2011
Texas Wesleyan University August 2005 - October 2009
Biological Psychiatry: A Journal of Psychiatric Neuroscience and Therapeutics July 2004 - August 2005
HSBC September 2003 - May 2004
Skills
Editing, Copy Editing, Newsletters, Blogging, Social Media, Research, Event Planning, Media Relations, Proofreading, Higher Education, Agile Project Management, Scrum, Metadata, Press Releases, Public Speaking, Public Relations, Web Content Management, Marketing Communications, Non-profits, Event Management, Microsoft Office, Fundraising, Copywriting, HTML, CSS, Library Science, Library Reference, Information Organization, Cataloging, Legal Research, Legislative Research, Legislation, Legislative Issues
Education
University of North Texas 2010 — 2012
MLS, Library Science, Information Organization
New York University 2000 — 2004
BA, Writing, Astronomy, Public Relations, Journalism
University of Texas October 2014 - Present
Dell October 2013 - July 2014
Texas State Law Library June 2013 - October 2013
Legislative Reference Library of Texas October 2012 - October 2013
Legislative Reference Library of Texas January 2013 - July 2013
Texas Wesleyan University School of Law September 2011 - April 2012
Texas Wesleyan University School of Law October 2009 - August 2011
Texas Wesleyan University August 2005 - October 2009
Biological Psychiatry: A Journal of Psychiatric Neuroscience and Therapeutics July 2004 - August 2005
HSBC September 2003 - May 2004
Skills
Editing, Copy Editing, Newsletters, Blogging, Social Media, Research, Event Planning, Media Relations, Proofreading, Higher Education, Agile Project Management, Scrum, Metadata, Press Releases, Public Speaking, Public Relations, Web Content Management, Marketing Communications, Non-profits, Event Management, Microsoft Office, Fundraising, Copywriting, HTML, CSS, Library Science, Library Reference, Information Organization, Cataloging, Legal Research, Legislative Research, Legislation, Legislative Issues
Education
University of North Texas 2010 — 2012
MLS, Library Science, Information Organization
New York University 2000 — 2004
BA, Writing, Astronomy, Public Relations, Journalism
Bonan (Alice) Tang's HSBC Experience March 2015 - August 2015
Job Investment Analyst at Accion
Industry Venture Capital & Private Equity
Experience
Accion August 2015 - Present
HSBC March 2015 - August 2015
HSBC August 2012 - March 2015
NYU Stern School of Business September 2011 - May 2012
HSBC Holdings 2011 - 2011
Accenture October 2010 - December 2010
New China Fund August 2010 - September 2010
NYU Stern School of Business August 2009 - January 2010
NYU Stern School of Business September 2009 - December 2009
Columbia University June 2009 - August 2009
Education
New York University 2008 — 2012
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Statistics
Peking University 2009 — 2010
IBEX Study Abroad Program
Winter Park High 2004 — 2008
Accion August 2015 - Present
HSBC March 2015 - August 2015
HSBC August 2012 - March 2015
NYU Stern School of Business September 2011 - May 2012
HSBC Holdings 2011 - 2011
Accenture October 2010 - December 2010
New China Fund August 2010 - September 2010
NYU Stern School of Business August 2009 - January 2010
NYU Stern School of Business September 2009 - December 2009
Columbia University June 2009 - August 2009
Education
New York University 2008 — 2012
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Statistics
Peking University 2009 — 2010
IBEX Study Abroad Program
Winter Park High 2004 — 2008
Julia Feng's HSBC Experience December 2007 - Present
Job VP/International Relationship Manager at HSBC
Industry Banking
Experience
HSBC December 2007 - Present
Skills
Commercial Banking, Credit, Credit Analysis, Banking, Credit Risk, Loans, Relationship Management, Commercial Lending, Financial Risk, Financial Analysis, Portfolio Management, Small Business Lending, Financial Services
Education
New York University
HSBC December 2007 - Present
Skills
Commercial Banking, Credit, Credit Analysis, Banking, Credit Risk, Loans, Relationship Management, Commercial Lending, Financial Risk, Financial Analysis, Portfolio Management, Small Business Lending, Financial Services
Education
New York University
Elizabeth Horrigan's HSBC Experience January 1989 - August 1994
Job Customer Service Representative at RR Donnelley
Industry Consumer Services
Experience
RR Donnelley October 2010 - Present
M & T Bank 2000 - 2008
HSBC January 1989 - August 1994
Skills
Customer Service, Customer Satisfaction, Data Entry, Call Centers, Microsoft Office, Microsoft Word, Microsoft Excel, Training, Time Management, Team Building, Process Improvement, Leadership, Telephone Skills
Education
State University of New York College at Buffalo 1984 — 1988
Bachelor of Science (B.S.), Social Work
Niagara University
RR Donnelley October 2010 - Present
M & T Bank 2000 - 2008
HSBC January 1989 - August 1994
Skills
Customer Service, Customer Satisfaction, Data Entry, Call Centers, Microsoft Office, Microsoft Word, Microsoft Excel, Training, Time Management, Team Building, Process Improvement, Leadership, Telephone Skills
Education
State University of New York College at Buffalo 1984 — 1988
Bachelor of Science (B.S.), Social Work
Niagara University
Dave Kusneske's HSBC Experience April 2006 - July 2009
Job Internal Control Coordinator at HealthNow New York Inc.
Industry Accounting
Experience
HealthNow New York Inc. March 2013 - Present
Various Companies May 2010 - March 2013
Banner Furniture November 2009 - April 2010
HSBC April 2006 - July 2009
Mattel July 2002 - February 2006
Fisher-Price December 1990 - July 2002
Freed Maxick & Battaglia, CPAs August 1982 - May 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Process Improvement, Auditing, Forecasting, Strategic Financial..., General Ledger, Analysis, Project Management, Financial Statements, Sarbanes-Oxley, Financial Risk, Financial Accounting, Financial Modeling, Training, Fixed Assets, Variance Analysis, Financial Forecasting, Managerial Finance
Education
Niagara University 1978 — 1982
B.B.A., Accounting
HealthNow New York Inc. March 2013 - Present
Various Companies May 2010 - March 2013
Banner Furniture November 2009 - April 2010
HSBC April 2006 - July 2009
Mattel July 2002 - February 2006
Fisher-Price December 1990 - July 2002
Freed Maxick & Battaglia, CPAs August 1982 - May 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Process Improvement, Auditing, Forecasting, Strategic Financial..., General Ledger, Analysis, Project Management, Financial Statements, Sarbanes-Oxley, Financial Risk, Financial Accounting, Financial Modeling, Training, Fixed Assets, Variance Analysis, Financial Forecasting, Managerial Finance
Education
Niagara University 1978 — 1982
B.B.A., Accounting
Daryl Hoffmann's HSBC Experience January 2004 - March 2014
Job Consultant at Globalquest
Industry Computer Software
Experience
Globalquest March 2014 - Present
HSBC January 2004 - March 2014
Ingram Micro 2000 - 2003
TSYS January 1995 - December 1999
Skills
Vendor Management, Resource Management, Banking, Governance, Solution Design, Business Intelligence, Basel II, Operational Risk..., Customer Relations, IT Management, Requirements Analysis, Risk, Business Relationship..., Application Architecture, Distributed Systems, Mainframe, Enterprise Risk..., Economic Capital, Project Finance, RFP preparation, SOW, Contract Negotiation, Solution Architecture, Project Management, Financial Risk, Integration, SDLC, Enterprise Software, Customer Service, RFP, Management, Business Analysis
Education
Niagara College 1987 — 1990
Information Systems
Sir Winston Churchill
Globalquest March 2014 - Present
HSBC January 2004 - March 2014
Ingram Micro 2000 - 2003
TSYS January 1995 - December 1999
Skills
Vendor Management, Resource Management, Banking, Governance, Solution Design, Business Intelligence, Basel II, Operational Risk..., Customer Relations, IT Management, Requirements Analysis, Risk, Business Relationship..., Application Architecture, Distributed Systems, Mainframe, Enterprise Risk..., Economic Capital, Project Finance, RFP preparation, SOW, Contract Negotiation, Solution Architecture, Project Management, Financial Risk, Integration, SDLC, Enterprise Software, Customer Service, RFP, Management, Business Analysis
Education
Niagara College 1987 — 1990
Information Systems
Sir Winston Churchill
Qiuzi (Jessie) Huang's HSBC Experience July 2008 - September 2008
Job China Market Director
Industry Financial Services
Experience
PAIP Real Estate June 2013 - Present
Moody's Investors Service October 2010 - May 2013
ACE Group February 2009 - October 2010
HSBC July 2008 - September 2008
CICC July 2005 - August 2005
Skills
Investment Banking, Credit Risk, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Fixed Income, Capital Markets, Risk Management, Credit, SQL, Structured Products, Securitization, Analysis
Education
New York University 2007 — 2009
Master, Economics
Tsinghua University 2003 — 2007
Bachelor, Finance
PAIP Real Estate June 2013 - Present
Moody's Investors Service October 2010 - May 2013
ACE Group February 2009 - October 2010
HSBC July 2008 - September 2008
CICC July 2005 - August 2005
Skills
Investment Banking, Credit Risk, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Fixed Income, Capital Markets, Risk Management, Credit, SQL, Structured Products, Securitization, Analysis
Education
New York University 2007 — 2009
Master, Economics
Tsinghua University 2003 — 2007
Bachelor, Finance
Diane Millar's HSBC Experience December 2013 - Present
Job Product Control / Business Financial Control
Industry Banking
Experience
HSBC December 2013 - Present
Bank of America April 2013 - November 2013
Societe Generale Corporate & Investment Banking March 2011 - September 2012
Citigroup June 2006 - June 2010
Citigroup September 2005 - June 2006
Citigroup March 2002 - September 2005
Citigroup November 2000 - March 2002
Skills
Excel, Calypso, Murex, Derivative Operations, ISDA, Product Control, Interest Rate Swaps, Credit Derivatives, G/L Reconciliations, cash reconciliations, Repos, MBS, Business Objects, Fixed Income, Account Reconciliation, Back Office, Equity Derivatives, Banking, Trading, Financial Risk, Securities, Portfolio Management, Derivatives, Valuation, Microsoft Excel, Finance
Education
New York University 1992 — 1996
Bachelor's degree, Mathematics
HSBC December 2013 - Present
Bank of America April 2013 - November 2013
Societe Generale Corporate & Investment Banking March 2011 - September 2012
Citigroup June 2006 - June 2010
Citigroup September 2005 - June 2006
Citigroup March 2002 - September 2005
Citigroup November 2000 - March 2002
Skills
Excel, Calypso, Murex, Derivative Operations, ISDA, Product Control, Interest Rate Swaps, Credit Derivatives, G/L Reconciliations, cash reconciliations, Repos, MBS, Business Objects, Fixed Income, Account Reconciliation, Back Office, Equity Derivatives, Banking, Trading, Financial Risk, Securities, Portfolio Management, Derivatives, Valuation, Microsoft Excel, Finance
Education
New York University 1992 — 1996
Bachelor's degree, Mathematics
Aaron Lawler's HSBC Experience October 2007 - June 2009
Job Analyst, System Operations at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways October 2010 - Present
JetBlue Airways June 2006 - Present
HSBC October 2007 - June 2009
Skills
Airlines, Aviation, Aerospace, Aircraft, Airports, Flight Safety, Flights, Commercial Aviation, Flight Planning, Aircraft Maintenance, Project Planning, Sabre
Education
Niagara University
B.S., Business
JetBlue Airways October 2010 - Present
JetBlue Airways June 2006 - Present
HSBC October 2007 - June 2009
Skills
Airlines, Aviation, Aerospace, Aircraft, Airports, Flight Safety, Flights, Commercial Aviation, Flight Planning, Aircraft Maintenance, Project Planning, Sabre
Education
Niagara University
B.S., Business
Nina Pak's HSBC Experience June 2012 - January 2014
Job Senior HR Manager at Richemont
Industry Human Resources
Experience
Richemont January 2014 - Present
HSBC June 2012 - January 2014
HSBC June 2010 - June 2012
HSBC Mexico June 2009 - June 2010
HSBC March 2007 - June 2009
Morgan Stanley November 2006 - March 2007
Draftfcb June 2005 - August 2005
Skills
HRIS, Employee Relations, Compensation, Performance Management, Organizational..., Employee Engagement, Hiring, PeopleSoft, HR Strategy, Talent Development, Onboarding, Data Analysis, Analytics, Applicant Tracking..., PowerPoint, Excel, College Recruiting, Word, Personnel Management, Recruiting, Human Resources, Training, Talent Management
Education
University of Michigan
BA, Sociology
NYU 2010 — 2011
Certificate in Human Capital Management
Richemont January 2014 - Present
HSBC June 2012 - January 2014
HSBC June 2010 - June 2012
HSBC Mexico June 2009 - June 2010
HSBC March 2007 - June 2009
Morgan Stanley November 2006 - March 2007
Draftfcb June 2005 - August 2005
Skills
HRIS, Employee Relations, Compensation, Performance Management, Organizational..., Employee Engagement, Hiring, PeopleSoft, HR Strategy, Talent Development, Onboarding, Data Analysis, Analytics, Applicant Tracking..., PowerPoint, Excel, College Recruiting, Word, Personnel Management, Recruiting, Human Resources, Training, Talent Management
Education
University of Michigan
BA, Sociology
NYU 2010 — 2011
Certificate in Human Capital Management
Elmer Detres's HSBC Experience September 2011 - July 2014
Job COO Operations and Controllers, SVP, Jefferies, LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
HSBC September 2011 - July 2014
G. X. Clarke & Co. November 2008 - September 2011
Merrill Lynch January 2001 - November 2008
govWorks Inc January 2000 - December 2000
Merrill Lynch 1997 - 1999
Coopers and Lybrand 1995 - 1997
Skills
Asset Management, Bloomberg, Capital Markets, Financial Analysis, Financial Services, Financial Accounting, Financial Reporting, Financial Operations, Fixed Income, Equities, Securities, Derivatives, Project Management
Education
Pace University 1991 — 1995
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering 1983 — 1987
BSEE, Electrical Engineering
Jefferies LLC July 2014 - Present
HSBC September 2011 - July 2014
G. X. Clarke & Co. November 2008 - September 2011
Merrill Lynch January 2001 - November 2008
govWorks Inc January 2000 - December 2000
Merrill Lynch 1997 - 1999
Coopers and Lybrand 1995 - 1997
Skills
Asset Management, Bloomberg, Capital Markets, Financial Analysis, Financial Services, Financial Accounting, Financial Reporting, Financial Operations, Fixed Income, Equities, Securities, Derivatives, Project Management
Education
Pace University 1991 — 1995
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering 1983 — 1987
BSEE, Electrical Engineering
Young Rock Chung's HSBC Experience June 2009 - July 2009
Job Research Assistant at Memorial Sloan Kettering Cancer Center
Industry Research
Experience
Memorial Sloan Kettering Cancer Center May 2014 - Present
Memorial Sloan-Kettering Cancer Center February 2013 - May 2014
Memorial Sloan Kettering Cancer Center September 2012 - February 2013
Memorial Sloan-Kettering Cancer Center January 2012 - September 2012
NYU Langone Medical Center July 2011 - December 2011
New York University September 2010 - December 2010
NYU Fertility Center June 2010 - December 2010
HSBC June 2009 - July 2009
KATUSA October 2004 - October 2006
Skills
Research, Molecular Biology, Biochemistry, Cell Biology, Cell Culture, PCR, Microscopy, Western Blotting, Laboratory, Cancer Biology, Leukemia, Mouse Handling
Education
New York University 2009 — 2011
M.S, Biology
Stony Brook University 2002 — 2009
BS, Biochemistry
Memorial Sloan Kettering Cancer Center May 2014 - Present
Memorial Sloan-Kettering Cancer Center February 2013 - May 2014
Memorial Sloan Kettering Cancer Center September 2012 - February 2013
Memorial Sloan-Kettering Cancer Center January 2012 - September 2012
NYU Langone Medical Center July 2011 - December 2011
New York University September 2010 - December 2010
NYU Fertility Center June 2010 - December 2010
HSBC June 2009 - July 2009
KATUSA October 2004 - October 2006
Skills
Research, Molecular Biology, Biochemistry, Cell Biology, Cell Culture, PCR, Microscopy, Western Blotting, Laboratory, Cancer Biology, Leukemia, Mouse Handling
Education
New York University 2009 — 2011
M.S, Biology
Stony Brook University 2002 — 2009
BS, Biochemistry
Joseph Travaglione's HSBC Experience April 2003 - June 2010
Job Banking
Industry Banking
Experience
Royal Bank of Canada August 2010 - Present
HSBC April 2003 - June 2010
Citigroup April 1993 - April 2003
Skills
Banking, Securities, Derivatives, Capital Markets, Fixed Income, Equities
Education
New York University
B.A., Economics
New York University
B.A., Economics
Royal Bank of Canada August 2010 - Present
HSBC April 2003 - June 2010
Citigroup April 1993 - April 2003
Skills
Banking, Securities, Derivatives, Capital Markets, Fixed Income, Equities
Education
New York University
B.A., Economics
New York University
B.A., Economics
Carol Ann Bowling, MSFS's HSBC Experience November 2005 - September 2011
Job Compliance Officer at JPMorgan Chase Investment Bank Core compliance
Industry Financial Services
Experience
JPMorgan Chase - Corporate Sector - Compliance Operations September 2013 - Present
JPMorgan Chase December 2011 - Present
HSBC November 2005 - September 2011
JPMChase 1984 - 2004
JPMChase January 1996 - January 2001
JPMChase January 1994 - January 1996
JPMChase January 1984 - January 1994
Skills
Management, Banking, Risk Management, Wealth Management, Financial Services, Investments, Finance, Leadership, Insurance, Mutual Funds, Asset Management, Analysis, Retirement Planning, Mortgage Lending, Coaching, Sales, Negotiation, Sales Management, Strategic Planning, Retail, Financial Risk, Loans, Relationship Management
Education
The American College 2001 — 2003
Masters of Science, Financial Services
The American College 2001 — 2003
MSFS, Wealth Management
New York University 1987 — 1988
Certificate, Financial Planning
Pace University 1979 — 1981
Bachelor of Business Administration, Marketing
Bishops High School
JPMorgan Chase - Corporate Sector - Compliance Operations September 2013 - Present
JPMorgan Chase December 2011 - Present
HSBC November 2005 - September 2011
JPMChase 1984 - 2004
JPMChase January 1996 - January 2001
JPMChase January 1994 - January 1996
JPMChase January 1984 - January 1994
Skills
Management, Banking, Risk Management, Wealth Management, Financial Services, Investments, Finance, Leadership, Insurance, Mutual Funds, Asset Management, Analysis, Retirement Planning, Mortgage Lending, Coaching, Sales, Negotiation, Sales Management, Strategic Planning, Retail, Financial Risk, Loans, Relationship Management
Education
The American College 2001 — 2003
Masters of Science, Financial Services
The American College 2001 — 2003
MSFS, Wealth Management
New York University 1987 — 1988
Certificate, Financial Planning
Pace University 1979 — 1981
Bachelor of Business Administration, Marketing
Bishops High School
Lew Schwartz's HSBC Experience 2007 - 2011
Job Senior Visual FoxPro Developer
Industry Information Technology and Services
Experience
HSBC 2007 - 2011
Strategic Insight January 2003 - January 2004
Skills
Observation, Remembering, Describing, FoxPro, Programming, Software Design, Editing, Microsoft SQL Server, Databases, Photoshop, Portrait Photography, Digital Photography, PHP, Photography, SQL, Web Development, T-SQL, Database Design
Education
New York University 1965 — 1970
MA, English Literature, Cinema, Photography
NYU
Master's degree, English Language and Literature, General
HSBC 2007 - 2011
Strategic Insight January 2003 - January 2004
Skills
Observation, Remembering, Describing, FoxPro, Programming, Software Design, Editing, Microsoft SQL Server, Databases, Photoshop, Portrait Photography, Digital Photography, PHP, Photography, SQL, Web Development, T-SQL, Database Design
Education
New York University 1965 — 1970
MA, English Literature, Cinema, Photography
NYU
Master's degree, English Language and Literature, General
Tzu-Yao (Ariel) Tang's HSBC Experience June 2010 - July 2010
Job Treasury Sales at CTBC Bank
Industry Financial Services
Experience
CTBC Bank July 2013 - June 2015
DBS Bank July 2012 - August 2012
Shanghai Guanpu Enterprise Development June 2011 - July 2011
HSBC June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Marketing, Market Research, Finance, Research, Public Speaking, Social Media, Teamwork, Photoshop, Management, English, Customer Service
Education
New York University 2015 — 2017
Master's degree, Integrated Marketing
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance
Shattuck-St. Mary's School 2006 — 2007
CTBC Bank July 2013 - June 2015
DBS Bank July 2012 - August 2012
Shanghai Guanpu Enterprise Development June 2011 - July 2011
HSBC June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Marketing, Market Research, Finance, Research, Public Speaking, Social Media, Teamwork, Photoshop, Management, English, Customer Service
Education
New York University 2015 — 2017
Master's degree, Integrated Marketing
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance
Shattuck-St. Mary's School 2006 — 2007
Igor Zabara's HSBC Experience 2002 - 2003
Job Managing Director at BlackSky Group
Industry Information Services
Experience
BlackSky Group 2009 - Present
BlackSky Group March 2002 - Present
HSBC 2002 - 2003
Education
Polytechnic University 2008 — 2010
M.S., Telecomunications
BlackSky Group 2009 - Present
BlackSky Group March 2002 - Present
HSBC 2002 - 2003
Education
Polytechnic University 2008 — 2010
M.S., Telecomunications
Ganchao LI's HSBC Experience December 2004 - May 2010
Job VP at SAC Capital
Industry Financial Services
Experience
SAC Capital October 2012 - Present
Nomura Securities September 2011 - September 2012
HSBC Securities June 2010 - September 2011
HSBC December 2004 - May 2010
Skills
KDB, Java, Sybase, C++, FX, Python, Equity Research
Education
New York University 2010 — 2012
Master, Computer Science
Shanghai Jiao Tong University 2000 — 2004
Bachelor, Computer Science, Business Administration
SAC Capital October 2012 - Present
Nomura Securities September 2011 - September 2012
HSBC Securities June 2010 - September 2011
HSBC December 2004 - May 2010
Skills
KDB, Java, Sybase, C++, FX, Python, Equity Research
Education
New York University 2010 — 2012
Master, Computer Science
Shanghai Jiao Tong University 2000 — 2004
Bachelor, Computer Science, Business Administration
Amina Rachi, PMP's HSBC Experience September 2011 - March 2012
Job Liquidity Risk Management Lead
Industry Financial Services
Experience
Royal Bank of Scotland, USA February 2014 - Present
Royal Bank of Scotland, USA July 2012 - February 2014
HSBC September 2011 - March 2012
Royal Bank of Scotland February 2007 - September 2011
Morgan Stanley June 1999 - December 2006
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Financial Services, Business Analysis, FX Options, Middle Office, Equities, Banking, Trading Systems, Liquidity Risk, Operating Model..., Project Management, Project Delivery, CCP, Currency Futures, Portfolio Optimization, Dodd-Frank, Financial Markets
Education
University of Newcastle-upon-Tyne 1989 — 1993
Bachelor of Arts (Hons), French & Spanish, 2:1 with distinction in verbal exams
Royal Bank of Scotland, USA February 2014 - Present
Royal Bank of Scotland, USA July 2012 - February 2014
HSBC September 2011 - March 2012
Royal Bank of Scotland February 2007 - September 2011
Morgan Stanley June 1999 - December 2006
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Financial Services, Business Analysis, FX Options, Middle Office, Equities, Banking, Trading Systems, Liquidity Risk, Operating Model..., Project Management, Project Delivery, CCP, Currency Futures, Portfolio Optimization, Dodd-Frank, Financial Markets
Education
University of Newcastle-upon-Tyne 1989 — 1993
Bachelor of Arts (Hons), French & Spanish, 2:1 with distinction in verbal exams
Karan Soman's HSBC Experience June 2011 - August 2011
Job Associate at Capco
Industry Management Consulting
Experience
Capco August 2015 - Present
Mu Sigma Inc. January 2015 - August 2015
CohnReznick LLP June 2014 - August 2014
BSEIndia June 2013 - August 2013
Merrill Lynch January 2012 - August 2012
HSBC June 2011 - August 2011
Spenta Multimedia June 2010 - August 2010
CAN Communications June 2009 - August 2010
Education
New York University 2011 — 2015
Bachelor of Arts Candidate, Majors: Economics and Politics Minor: Media, Culture and Communication
The International School Bangalore 2009 — 2011
International Baccalaureate Diploma Program, Mathematics, Economics and Business Management
Capco August 2015 - Present
Mu Sigma Inc. January 2015 - August 2015
CohnReznick LLP June 2014 - August 2014
BSEIndia June 2013 - August 2013
Merrill Lynch January 2012 - August 2012
HSBC June 2011 - August 2011
Spenta Multimedia June 2010 - August 2010
CAN Communications June 2009 - August 2010
Education
New York University 2011 — 2015
Bachelor of Arts Candidate, Majors: Economics and Politics Minor: Media, Culture and Communication
The International School Bangalore 2009 — 2011
International Baccalaureate Diploma Program, Mathematics, Economics and Business Management
Michael Lucatra's HSBC Experience May 2008 - September 2008
Job Accounting Clerk at NOCO Energy Corp.
Industry Accounting
Experience
NOCO Energy Corp. May 2010 - Present
UPS August 2009 - May 2010
HSBC May 2008 - September 2008
Ashton Potter Security Printers May 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Navision, QuickBooks
Education
SUNY Oswego 2006 — 2009
Bachelor's degree, Accounting, Economics Minor
Niagara County Community College 2004 — 2006
Associate of Arts and Sciences (AAS), Accounting, Varsity Baseball
NOCO Energy Corp. May 2010 - Present
UPS August 2009 - May 2010
HSBC May 2008 - September 2008
Ashton Potter Security Printers May 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Navision, QuickBooks
Education
SUNY Oswego 2006 — 2009
Bachelor's degree, Accounting, Economics Minor
Niagara County Community College 2004 — 2006
Associate of Arts and Sciences (AAS), Accounting, Varsity Baseball
Freda Staton's HSBC Experience March 1979 - December 1995
Job Banking Professional
Industry Banking
Experience
HSBC March 1979 - December 1995
HSBC 1979 - 1995
Childrens Television Workshop September 1966 - October 1970
Education
New York University 1981 — 1984
Computer Technology
HSBC March 1979 - December 1995
HSBC 1979 - 1995
Childrens Television Workshop September 1966 - October 1970
Education
New York University 1981 — 1984
Computer Technology
Alexander Veygman's HSBC Experience May 2005 - Present
Job SVP Quantitative Analyst at HSBC
Industry Financial Services
Experience
HSBC May 2005 - Present
Morgan Stanley October 2003 - April 2005
Bear Stearns March 2001 - October 2003
Skills
Quantitative Finance, Credit Derivatives, Equity Derivatives, Exotic Derivatives, Interest Rate..., FX Derivatives, Fixed Income, Financial Risk, Derivatives, Equities, Bonds, Emerging Markets, Stochastic Calculus, Options, Capital Markets, Investment Banking, FX Options
Education
NYU
Master of Science (MS), Math in Finance
NYU - Polytechnic University
Bachelor of Science (BS), Electrical Engineering
HSBC May 2005 - Present
Morgan Stanley October 2003 - April 2005
Bear Stearns March 2001 - October 2003
Skills
Quantitative Finance, Credit Derivatives, Equity Derivatives, Exotic Derivatives, Interest Rate..., FX Derivatives, Fixed Income, Financial Risk, Derivatives, Equities, Bonds, Emerging Markets, Stochastic Calculus, Options, Capital Markets, Investment Banking, FX Options
Education
NYU
Master of Science (MS), Math in Finance
NYU - Polytechnic University
Bachelor of Science (BS), Electrical Engineering
Christina Reece's HSBC Experience May 1989 - March 2008
Job Retirement Plan Senior Administrator at P&A Group
Industry Insurance
Darien Scott's HSBC Experience February 2013 - April 2013
Job Securities Processing Representative at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
First Niagara Bank April 2013 - September 2014
HSBC February 2013 - April 2013
United Cerebral Palsy March 2009 - April 2011
Pizza Hut June 2008 - March 2009
Kmart September 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, SAS programming, SharePoint, Microsoft SQL Server, Zeus
Education
State University of New York at Buffalo 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Applied Economics, 3.2
Niagara County Community College
Citi September 2014 - Present
First Niagara Bank April 2013 - September 2014
HSBC February 2013 - April 2013
United Cerebral Palsy March 2009 - April 2011
Pizza Hut June 2008 - March 2009
Kmart September 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, SAS programming, SharePoint, Microsoft SQL Server, Zeus
Education
State University of New York at Buffalo 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Applied Economics, 3.2
Niagara County Community College
Alicia Noel's HSBC Experience April 2012 - July 2012
Job cashier at Tops Markets
Industry Supermarkets
Experience
Tops Markets February 2007 - Present
HSBC April 2012 - July 2012
Barton Hill Hotel and Spa May 2008 - April 2012
Education
Buffalo State College 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Niagara County Community College 2006 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Tops Markets February 2007 - Present
HSBC April 2012 - July 2012
Barton Hill Hotel and Spa May 2008 - April 2012
Education
Buffalo State College 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Niagara County Community College 2006 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Evan Kraft's HSBC Experience October 2009 - September 2010
Job Financial Analyst at Sanderson Wealth Management
Industry Financial Services
Experience
Sanderson Wealth Management October 2010 - Present
HSBC October 2009 - September 2010
Education
Niagara University 2005 — 2009
Bachelor's Degree, Finance, Economics, Philosophy
Sanderson Wealth Management October 2010 - Present
HSBC October 2009 - September 2010
Education
Niagara University 2005 — 2009
Bachelor's Degree, Finance, Economics, Philosophy
Kirk Prince's HSBC Experience February 2001 - May 2012
Job Citigold Relationship Manager at Citibank (Banamex USA)
Industry Banking
Experience
Citibank (Banamex USA) May 2012 - Present
Citi 2012 - Present
HSBC February 2001 - May 2012
Education
NYU
Bachelor of Science (BS), Organizational Behavior Studies
Citibank (Banamex USA) May 2012 - Present
Citi 2012 - Present
HSBC February 2001 - May 2012
Education
NYU
Bachelor of Science (BS), Organizational Behavior Studies
Mike Kirisits's HSBC Experience January 2010 - Present
Job Retired at HSBC
Industry Health, Wellness and Fitness
Experience
HSBC January 2010 - Present
HSBC July 1970 - December 2009
Skills
Business Analysis, Banking, Risk Management, SDLC, Retail Banking, Vendor Management, Governance, Team Building, Management, Analysis, Team Leadership, Business Process..., Strategic Planning, IT Management, Change Management, IT Strategy, Business Intelligence, PMO, Outsourcing, Requirements Gathering, Project Portfolio..., Visio, Business Requirements, Requirements Analysis, PMP
Education
Niagara County Community College 1967 — 1970
Associate's degree, Information Technology
Bishop Gibbons High School 1963 — 1967
HSBC January 2010 - Present
HSBC July 1970 - December 2009
Skills
Business Analysis, Banking, Risk Management, SDLC, Retail Banking, Vendor Management, Governance, Team Building, Management, Analysis, Team Leadership, Business Process..., Strategic Planning, IT Management, Change Management, IT Strategy, Business Intelligence, PMO, Outsourcing, Requirements Gathering, Project Portfolio..., Visio, Business Requirements, Requirements Analysis, PMP
Education
Niagara County Community College 1967 — 1970
Associate's degree, Information Technology
Bishop Gibbons High School 1963 — 1967
Dan Logue's HSBC Experience June 2013 - Present
Job eFraud Prevention Specialist at HSBC
Industry Financial Services
Experience
HSBC June 2013 - Present
HSBC November 2010 - June 2013
Skills
Adjunct Instructor: ..., Adjust Instructor:..., Portfolio Management, Investments, Corporate Finance, International Relations
Education
NYU 2008 — 2010
Master's of Science, Global Affairs
University at Buffalo 2004 — 2006
Master of Arts (M.A.), Political Science and Government
HSBC June 2013 - Present
HSBC November 2010 - June 2013
Skills
Adjunct Instructor: ..., Adjust Instructor:..., Portfolio Management, Investments, Corporate Finance, International Relations
Education
NYU 2008 — 2010
Master's of Science, Global Affairs
University at Buffalo 2004 — 2006
Master of Arts (M.A.), Political Science and Government
Brittani Edwards's HSBC Experience July 2006 - May 2007
Job Human Resources Professional
Industry Human Resources
Experience
Tin Pan Alley 2007 - Present
HSBC July 2006 - May 2007
Education
Niagara University 2011 — 2012
Master of Business Administration (MBA), Human Resources Management and Services
State University of New York College at Buffalo 2006 — 2008
Bachelors of Science, Finance and Economics
Tin Pan Alley 2007 - Present
HSBC July 2006 - May 2007
Education
Niagara University 2011 — 2012
Master of Business Administration (MBA), Human Resources Management and Services
State University of New York College at Buffalo 2006 — 2008
Bachelors of Science, Finance and Economics
alexis dunker's HSBC Experience November 2010 - July 2011
Job Associate Scientist at Fresenius Kabi USA
Industry Pharmaceuticals
Experience
Fresenius Kabi USA June 2014 - Present
Fresenius Kabi USA July 2011 - June 2014
HSBC November 2010 - July 2011
Niagara University January 2007 - May 2010
Skills
GMP, Sop, FDA, Quality Assurance, Pharmaceutical Industry, Quality Control, Change Control, Aseptic Technique, Pipetting, Environmental Monitoring, Gram Staining, Aseptic Processing, Clean Rooms, Trackwise, PCR, 21 CFR Part 11, FDA GMP, Microbiology, Laboratory, Quality Auditing
Education
Niagara University 2005 — 2010
Bachelor of Science (B.S.), Biology, General
Fresenius Kabi USA June 2014 - Present
Fresenius Kabi USA July 2011 - June 2014
HSBC November 2010 - July 2011
Niagara University January 2007 - May 2010
Skills
GMP, Sop, FDA, Quality Assurance, Pharmaceutical Industry, Quality Control, Change Control, Aseptic Technique, Pipetting, Environmental Monitoring, Gram Staining, Aseptic Processing, Clean Rooms, Trackwise, PCR, 21 CFR Part 11, FDA GMP, Microbiology, Laboratory, Quality Auditing
Education
Niagara University 2005 — 2010
Bachelor of Science (B.S.), Biology, General
Pui Chow's HSBC Experience November 1993 - February 2002
Job Director, Credit Analysis & Decision at Portigon AG (formerly WestLB AG)
Industry Financial Services
Experience
Portigon AG (formerly WestLB AG) March 2002 - Present
HSBC November 1993 - February 2002
Lehman Brothers October 1986 - October 1993
Skills
Credit Analysis, Fixed Income, Derivatives, Risk Management, Capital Markets, Banking, Equities, Investment Banking, Subscription Commitment..., Legal Documentation, Compliance Management, ISDA, Loan Agreement, CSA, FX Trading, Team Management, Employee Training, Commercial Real Estate, Real Estate, Real Estate Transactions, Hospitality, Commercial Lending, Securities Lending, Broker-Dealer, Portfolio Management, Financial Analysis, Structured Finance
Education
New York University
Bachelor of Science (B.S.), Finance and Marketing
Portigon AG (formerly WestLB AG) March 2002 - Present
HSBC November 1993 - February 2002
Lehman Brothers October 1986 - October 1993
Skills
Credit Analysis, Fixed Income, Derivatives, Risk Management, Capital Markets, Banking, Equities, Investment Banking, Subscription Commitment..., Legal Documentation, Compliance Management, ISDA, Loan Agreement, CSA, FX Trading, Team Management, Employee Training, Commercial Real Estate, Real Estate, Real Estate Transactions, Hospitality, Commercial Lending, Securities Lending, Broker-Dealer, Portfolio Management, Financial Analysis, Structured Finance
Education
New York University
Bachelor of Science (B.S.), Finance and Marketing
Aaron Laskoski's HSBC Experience December 2006 - Present
Job Consultant Communication System Services at HSBC
Industry Financial Services
Experience
HSBC December 2006 - Present
HSBC January 1997 - December 2006
Skills
Windows Server, Windows, SCCM, VBScript, Scripting, VB.NET, SQL, Access, Microsoft Office, Project Management, Operating Systems, Technical Support
Education
Niagara County Community College 1992 — 1997
Associate's degree, Computer Science
HSBC December 2006 - Present
HSBC January 1997 - December 2006
Skills
Windows Server, Windows, SCCM, VBScript, Scripting, VB.NET, SQL, Access, Microsoft Office, Project Management, Operating Systems, Technical Support
Education
Niagara County Community College 1992 — 1997
Associate's degree, Computer Science
Rachael McDermott's HSBC Experience
Job Reconciliation Specialist at HSBC
Industry Financial Services
Experience
HSBC
Skills
Account Reconciliation, Banking, Financial Analysis, Financial Reporting, Microsoft Excel, Risk Management
Education
Niagara County Community College
HSBC
Skills
Account Reconciliation, Banking, Financial Analysis, Financial Reporting, Microsoft Excel, Risk Management
Education
Niagara County Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.