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
Lukasz Rozwadowski Lukasz Rozwadowski's HSBC Experience 2006 - 2010
Job Credit Floor Supervisor at Capital One
Industry Financial Services
Experience
Capital One January 2014 - Present
Capital One May 2010 - December 2013
HSBC 2006 - 2010
Skills
ACAMS Member, Financial Services, Retail Banking, Credit Analysis, Customer Service, Finance, Credit Card Fraud, Credit Risk, Financial Analysis, USA PATRIOT Act, OFAC, Call Center..., Banking, Microsoft Office, Credit, Credit Cards, Loans, Consumer Lending, Lines Of Credit, Bank Secrecy Act, Relationship Management, Payments, Portfolio Management, Financial Transactions, AML, KYC, Financial Risk, Risk Management, Loss Mitigation, Merchant Services, Anti Money Laundering, Private Banking
Education
Wilmington University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.7
Penn State University 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Capital One January 2014 - Present
Capital One May 2010 - December 2013
HSBC 2006 - 2010
Skills
ACAMS Member, Financial Services, Retail Banking, Credit Analysis, Customer Service, Finance, Credit Card Fraud, Credit Risk, Financial Analysis, USA PATRIOT Act, OFAC, Call Center..., Banking, Microsoft Office, Credit, Credit Cards, Loans, Consumer Lending, Lines Of Credit, Bank Secrecy Act, Relationship Management, Payments, Portfolio Management, Financial Transactions, AML, KYC, Financial Risk, Risk Management, Loss Mitigation, Merchant Services, Anti Money Laundering, Private Banking
Education
Wilmington University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.7
Penn State University 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Muni Xu Muni Xu's HSBC Experience May 2011 - August 2011
Job Data Scientist at Cisco
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
Cisco Systems August 2012 - July 2014
NetApp September 2011 - August 2012
HSBC May 2011 - August 2011
Goldman Sachs May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
SQL, Python, Matlab, Java, Visual Basic, Portfolio Management, Big Data Analysis, Business Valuation, Financial Modeling, Business Intelligence, Mahout, Hive, Github, Apache Pig, Tableau, R, CRM, IT Matrices Management, BOLST Roadmap, MongoDB, Linux
Education
Parsons School of Design 2015 — 2015
Fashion Business
UC Berkeley 2011 — 2012
Master of Engineering, Industrial Engineering & Operation Research
Syracuse University 2007 — 2011
BSc, Information Technology & Management Dual Entrepreneurship
The University of Hong Kong 2009 — 2009
Economics, American Studies
Shanghai Foreign Language School 2000 — 2007
Cisco August 2014 - Present
Cisco Systems August 2012 - July 2014
NetApp September 2011 - August 2012
HSBC May 2011 - August 2011
Goldman Sachs May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Skills
SQL, Python, Matlab, Java, Visual Basic, Portfolio Management, Big Data Analysis, Business Valuation, Financial Modeling, Business Intelligence, Mahout, Hive, Github, Apache Pig, Tableau, R, CRM, IT Matrices Management, BOLST Roadmap, MongoDB, Linux
Education
Parsons School of Design 2015 — 2015
Fashion Business
UC Berkeley 2011 — 2012
Master of Engineering, Industrial Engineering & Operation Research
Syracuse University 2007 — 2011
BSc, Information Technology & Management Dual Entrepreneurship
The University of Hong Kong 2009 — 2009
Economics, American Studies
Shanghai Foreign Language School 2000 — 2007
Sophia Pace - Zimmerman Sophia Pace - Zimmerman's HSBC Experience June 2003 - 2012
Job Senior Leader Program Manager
Industry Program Development
Experience
Capital One 2012 - 2015
HSBC June 2003 - 2012
Household Finance April 2000 - March 2003
Skills
Program Management, Project Management, Leadership, Management Consulting, Credit Cards, Vendor Management, SDLC, PMO, Business Analysis, Risk Management, Project Portfolio..., PMP, Banking, Project Delivery, Process Improvement, Software Project..., Financial Services, Business Process..., Change Management, Portfolio Management, Requirements Gathering, Stakeholder Management, Governance, Relationship Management, IT Strategy, Management, Strategy, Requirements Analysis
Education
Pacific University 1986 — 2000
Bachelor of Arts (B.A.), Social Work
Pacific University 1987 — 1990
Bachelor, Social Work, Psychology
Capital One 2012 - 2015
HSBC June 2003 - 2012
Household Finance April 2000 - March 2003
Skills
Program Management, Project Management, Leadership, Management Consulting, Credit Cards, Vendor Management, SDLC, PMO, Business Analysis, Risk Management, Project Portfolio..., PMP, Banking, Project Delivery, Process Improvement, Software Project..., Financial Services, Business Process..., Change Management, Portfolio Management, Requirements Gathering, Stakeholder Management, Governance, Relationship Management, IT Strategy, Management, Strategy, Requirements Analysis
Education
Pacific University 1986 — 2000
Bachelor of Arts (B.A.), Social Work
Pacific University 1987 — 1990
Bachelor, Social Work, Psychology
James Pfeifer James Pfeifer's HSBC Experience April 2005 - May 2012
Job Senior Business Banker at M&T Bank
Industry Financial Services
Experience
M&T Bank December 2012 - Present
First Niagara Bank May 2012 - December 2012
HSBC April 2005 - May 2012
Skills
Insurance, Loans, Commercial Lending, Credit, Wealth Management, Mortgage Lending, Investments, Commercial Banking, Cross Selling, Portfolio Management, Banking, Small Business Lending, Retirement Planning, Strategic Financial..., Relationship Management, Credit Analysis, Mutual Funds, Retail Banking, Financial Services, Business Development, Risk Management, Sales Management
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor's degree, Accounting & Finance
M&T Bank December 2012 - Present
First Niagara Bank May 2012 - December 2012
HSBC April 2005 - May 2012
Skills
Insurance, Loans, Commercial Lending, Credit, Wealth Management, Mortgage Lending, Investments, Commercial Banking, Cross Selling, Portfolio Management, Banking, Small Business Lending, Retirement Planning, Strategic Financial..., Relationship Management, Credit Analysis, Mutual Funds, Retail Banking, Financial Services, Business Development, Risk Management, Sales Management
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor's degree, Accounting & Finance
Dani Yidan Li Dani Yidan Li's HSBC Experience July 2010 - June 2012
Job Product Manager | Artist
Industry Internet
Experience
Zoosk October 2013 - Present
Zynga July 2012 - September 2013
HSBC July 2010 - June 2012
JP Morgan June 2009 - August 2009
vSpring Capital May 2008 - August 2008
The Wistar Institute September 2007 - May 2008
DaimlerChrysler May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
University of Pennsylvania
B.A. (with Distinction)
Parsons School of Design
Zoosk October 2013 - Present
Zynga July 2012 - September 2013
HSBC July 2010 - June 2012
JP Morgan June 2009 - August 2009
vSpring Capital May 2008 - August 2008
The Wistar Institute September 2007 - May 2008
DaimlerChrysler May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
University of Pennsylvania
B.A. (with Distinction)
Parsons School of Design
Steve Rode Steve Rode's HSBC Experience January 2000 - October 2009
Job Mortgage Lending at Silvergate Bank
Industry Banking
Experience
Silvergate Bank November 2009 - Present
HSBC January 2000 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Penn State University 1990 — 1994
Bachelor's degree, Finance, 3.4
Silvergate Bank November 2009 - Present
HSBC January 2000 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Penn State University 1990 — 1994
Bachelor's degree, Finance, 3.4
Paulette San Pedro's HSBC Experience March 2014 - March 2015
Job Administrative Assistant (Legal) AEGIS Insurance Services, Inc.
Industry Insurance
Experience
AEGIS Insurance Services March 2015 - Present
HSBC March 2014 - March 2015
CVC Capital Partners September 2013 - November 2013
Bank of Tokyo-Mitsubishi UFJ March 2012 - October 2012
Nomura Securities February 2011 - June 2011
Deutsche Bank May 2009 - May 2010
Goldman Sachs May 2005 - May 2009
Securities Industry and Financial Markets Associations November 2002 - April 2005
Weil Gotshal and Manges February 2002 - November 2002
Ernst & Young December 1999 - February 2002
Skills
Office Management, Calendars, Risk Management, Administrative Support, Event Planning, Project management, Database Administration, Database Management, Excel, Visio, Lotus Notes, Outlook, Word, PowerPoint, PeopleSoft, SharePoint, Domestic &..., Adobe Acrobat, Accounts Payable, Editing, Event Management, Time and Expense..., Microsoft Office, Social Media, Non-profits, Purchasing, Media Relations, Teamwork, Blackberry, Access, Administrative..., Investment Banking, Management, Microsoft Word, Microsoft Excel, Administrative..., Project Management
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Computer Science
Spring Valley High School 1989 — 1992
Regents Diploma
AEGIS Insurance Services March 2015 - Present
HSBC March 2014 - March 2015
CVC Capital Partners September 2013 - November 2013
Bank of Tokyo-Mitsubishi UFJ March 2012 - October 2012
Nomura Securities February 2011 - June 2011
Deutsche Bank May 2009 - May 2010
Goldman Sachs May 2005 - May 2009
Securities Industry and Financial Markets Associations November 2002 - April 2005
Weil Gotshal and Manges February 2002 - November 2002
Ernst & Young December 1999 - February 2002
Skills
Office Management, Calendars, Risk Management, Administrative Support, Event Planning, Project management, Database Administration, Database Management, Excel, Visio, Lotus Notes, Outlook, Word, PowerPoint, PeopleSoft, SharePoint, Domestic &..., Adobe Acrobat, Accounts Payable, Editing, Event Management, Time and Expense..., Microsoft Office, Social Media, Non-profits, Purchasing, Media Relations, Teamwork, Blackberry, Access, Administrative..., Investment Banking, Management, Microsoft Word, Microsoft Excel, Administrative..., Project Management
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Computer Science
Spring Valley High School 1989 — 1992
Regents Diploma
Linda Jo Lewis Linda Jo Lewis's HSBC Experience December 1981 - April 1994
Job Property Manager
Industry Management Consulting
Experience
Associated Property Management of the Palm Beaches December 2009 - Present
Linda Jo Lewis & Company October 2008 - Present
Sancilio & Company April 2008 - October 2008
Florida Impact Door Systems October 2005 - April 2008
Palm Beach Communty College August 2001 - August 2005
Marshall Industries, Inc May 1997 - July 1999
Jamestown Police Department May 1994 - June 1997
HSBC December 1981 - April 1994
Skills
Marketing, Event Planning, Management, Property Management, Office Management, Web Design, Microsoft Office
Education
Palm Beach Community College 2002 — 2004
Business
Niagara Falls High School 1964 — 1967
Business
Associated Property Management of the Palm Beaches December 2009 - Present
Linda Jo Lewis & Company October 2008 - Present
Sancilio & Company April 2008 - October 2008
Florida Impact Door Systems October 2005 - April 2008
Palm Beach Communty College August 2001 - August 2005
Marshall Industries, Inc May 1997 - July 1999
Jamestown Police Department May 1994 - June 1997
HSBC December 1981 - April 1994
Skills
Marketing, Event Planning, Management, Property Management, Office Management, Web Design, Microsoft Office
Education
Palm Beach Community College 2002 — 2004
Business
Niagara Falls High School 1964 — 1967
Business
Frank Aikmus Frank Aikmus's HSBC Experience August 2003 - May 2009
Job Commercial Banker at Yadkin Bank (American Community Bank)
Industry Banking
Experience
Yadkin Bank May 2013 - Present
Union County NC Board of Commissioners December 2012 - Present
SunTrust Bank January 2010 - May 2013
Bank of America June 2009 - October 2009
HSBC August 2003 - May 2009
HSBC June 2002 - August 2003
HSBC April 1999 - June 2002
HSBC February 1998 - April 1999
Southern Division January 1998 - January 1999
Touch Industries, Inc January 1995 - January 1998
Skills
Risk Management, Banking, Credit, Operations Management, Financial Risk, Mortgage Lending, Loans, Performance Management, Management, Training, Team Building, Leadership, Customer Satisfaction, Finance, Policy, Sales Management, Marketing, Financial Services, CRM, Underwriting, Small Business Lending, Coaching, Strategy, Time Management, Business Development, Commercial Lending, Consumer Lending, Organizational..., Sales
Education
Park University 1993 — 1995
Bachelors, Communication Theory and Human Relations
Platte County High School 1988 — 1991
Diploma, General Studies
Yadkin Bank May 2013 - Present
Union County NC Board of Commissioners December 2012 - Present
SunTrust Bank January 2010 - May 2013
Bank of America June 2009 - October 2009
HSBC August 2003 - May 2009
HSBC June 2002 - August 2003
HSBC April 1999 - June 2002
HSBC February 1998 - April 1999
Southern Division January 1998 - January 1999
Touch Industries, Inc January 1995 - January 1998
Skills
Risk Management, Banking, Credit, Operations Management, Financial Risk, Mortgage Lending, Loans, Performance Management, Management, Training, Team Building, Leadership, Customer Satisfaction, Finance, Policy, Sales Management, Marketing, Financial Services, CRM, Underwriting, Small Business Lending, Coaching, Strategy, Time Management, Business Development, Commercial Lending, Consumer Lending, Organizational..., Sales
Education
Park University 1993 — 1995
Bachelors, Communication Theory and Human Relations
Platte County High School 1988 — 1991
Diploma, General Studies
Jacquielyn Jones Jacquielyn Jones's HSBC Experience May 2005 - August 2012
Job Studying , Interior Design Degree
Industry Banking
Experience
Halifax March 2013 - December 2013
Connells August 2012 - January 2013
HSBC May 2005 - August 2012
First Direct April 2002 - May 2005
Skills
Loans, Mortgage Banking, Banking, Credit, Mortgage Lending, Protection, Retail Banking, Financial Services, Residential Mortgages, Credit Risk, Cross Selling, Wealth Management, Financial Advisory, Relationship Management, Portfolio Management, Strategic Financial...
Education
University of Strathclyde 2001 — 2003
Community Arts, Arts
Penn Foster
Associate's degree, Interior Design
Halifax March 2013 - December 2013
Connells August 2012 - January 2013
HSBC May 2005 - August 2012
First Direct April 2002 - May 2005
Skills
Loans, Mortgage Banking, Banking, Credit, Mortgage Lending, Protection, Retail Banking, Financial Services, Residential Mortgages, Credit Risk, Cross Selling, Wealth Management, Financial Advisory, Relationship Management, Portfolio Management, Strategic Financial...
Education
University of Strathclyde 2001 — 2003
Community Arts, Arts
Penn Foster
Associate's degree, Interior Design
Donnie Rhodes Donnie Rhodes's HSBC Experience July 2004 - August 2009
Job Assistant Vice President at F.N.B. Corporation
Industry Banking
Experience
F.N.B. Corporation February 2015 - Present
M&T Bank September 2009 - February 2015
HSBC July 2004 - August 2009
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Commercial Banking, Commercial Lending, Retail Banking, Credit, Banking, Mortgage Lending, Lines Of Credit, Mortgage Banking, USDA, Credit Analysis, FHA, Loan Origination, Branch Banking, Cross Selling, Refinance, VA loans, Life & Health Insurance..., Underwriting, Strategic Financial..., Residential Mortgages, Wealth Management
Education
St. Francis University 2002 — 2004
Master's degree, Leadership and Management
Penn State University 1995 — 1999
Bachelor of Arts (BA), Elementary Education and Teaching
F.N.B. Corporation February 2015 - Present
M&T Bank September 2009 - February 2015
HSBC July 2004 - August 2009
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Commercial Banking, Commercial Lending, Retail Banking, Credit, Banking, Mortgage Lending, Lines Of Credit, Mortgage Banking, USDA, Credit Analysis, FHA, Loan Origination, Branch Banking, Cross Selling, Refinance, VA loans, Life & Health Insurance..., Underwriting, Strategic Financial..., Residential Mortgages, Wealth Management
Education
St. Francis University 2002 — 2004
Master's degree, Leadership and Management
Penn State University 1995 — 1999
Bachelor of Arts (BA), Elementary Education and Teaching
Alex Hamill, CRPC® Alex Hamill, CRPC®'s HSBC Experience November 2012 - March 2014
Job Wealth Management Advisor TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
HSBC November 2012 - March 2014
Morgan Stanley Smith Barney June 2012 - November 2012
HSBC January 2011 - April 2012
HSBC January 2010 - December 2010
HSBC August 2008 - December 2009
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Equities, Banking, Investment Advisory, Six Sigma, Bloomberg
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF March 2014 - Present
HSBC November 2012 - March 2014
Morgan Stanley Smith Barney June 2012 - November 2012
HSBC January 2011 - April 2012
HSBC January 2010 - December 2010
HSBC August 2008 - December 2009
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Equities, Banking, Investment Advisory, Six Sigma, Bloomberg
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Ruoran Li's HSBC Experience June 2011 - August 2011
Job University of Washington
Industry Financial Services
Experience
Promethues Partners September 2013 - Present
Morgan Stanley July 2013 - September 2013
ICEP Education January 2012 - April 2013
HSBC June 2011 - August 2011
Skills
Mandarin, Economics, English, Marketing, Finance, Entrepreneurship, Financial Analysis, Investments, International Trade, Business Valuation, Cultural Education, Strategy, International Business..., International Business, China Business..., Start-ups, Cross Border, Consulting, M&A experience, Healthcare Industry, Investment Banking, Brand Development, Management
Education
Peking University 2011 — 2011
Summer School, Finance, General
University of Washington
Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer School, Finance, General
Tilburg University 2012 — 2013
Exchange, Economics
Xi'an Jiaotong University 2013 — 2013
Summer School, Finance, General
Promethues Partners September 2013 - Present
Morgan Stanley July 2013 - September 2013
ICEP Education January 2012 - April 2013
HSBC June 2011 - August 2011
Skills
Mandarin, Economics, English, Marketing, Finance, Entrepreneurship, Financial Analysis, Investments, International Trade, Business Valuation, Cultural Education, Strategy, International Business..., International Business, China Business..., Start-ups, Cross Border, Consulting, M&A experience, Healthcare Industry, Investment Banking, Brand Development, Management
Education
Peking University 2011 — 2011
Summer School, Finance, General
University of Washington
Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer School, Finance, General
Tilburg University 2012 — 2013
Exchange, Economics
Xi'an Jiaotong University 2013 — 2013
Summer School, Finance, General
Susan Hallander Susan Hallander's HSBC Experience February 2015 - Present
Job Vice President, CoActing Head of Strategic Analysis, Financial Intelligence Unit at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
HSBC February 2014 - Present
Deloitte May 2013 - February 2014
Deloitte April 2008 - May 2013
Deloitte 2013 - 2013
Avaya January 1995 - June 2003
Skills
Intellectual Property, Security, Network Security, Cloud Computing, Computer Forensics, Litigation Support, Analysis, Anti Money Laundering, Data Analysis, Data Forensics, OFAC, FCPA, KYC, AML, Document Review, Training, Due Diligence, Databases, Consulting, Risk Management, Legal Research, Fraud, Project Management, Banking, Management
Education
Seton Hall Law School 2003 — 2006
JD, Law
Penn State University 1980 — 1984
BS, Computer Science
HSBC February 2015 - Present
HSBC February 2014 - Present
Deloitte May 2013 - February 2014
Deloitte April 2008 - May 2013
Deloitte 2013 - 2013
Avaya January 1995 - June 2003
Skills
Intellectual Property, Security, Network Security, Cloud Computing, Computer Forensics, Litigation Support, Analysis, Anti Money Laundering, Data Analysis, Data Forensics, OFAC, FCPA, KYC, AML, Document Review, Training, Due Diligence, Databases, Consulting, Risk Management, Legal Research, Fraud, Project Management, Banking, Management
Education
Seton Hall Law School 2003 — 2006
JD, Law
Penn State University 1980 — 1984
BS, Computer Science
Christopher West Christopher West's HSBC Experience November 2006 - October 2008
Job Senior Marketing Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Health January 2010 - Present
MSC Services June 2009 - December 2009
MasterCard October 2008 - March 2009
HSBC November 2006 - October 2008
American Express 2000 - 2006
L'Oreal 1995 - 2000
Skills
Channel Management, Direct Marketing, Customer Loyalty, Database Marketing, Customer Retention, Customer Acquisition, Marketing Communications, Marketing Strategy, Campaign Management, Loyalty Programs, Direct Mail, Loyalty Marketing, Relationship Marketing, Strategy
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2005
MBA, Finance
Pace University - Lubin School of Business 1996 — 2000
BBA, Marketing
CVS Health January 2010 - Present
MSC Services June 2009 - December 2009
MasterCard October 2008 - March 2009
HSBC November 2006 - October 2008
American Express 2000 - 2006
L'Oreal 1995 - 2000
Skills
Channel Management, Direct Marketing, Customer Loyalty, Database Marketing, Customer Retention, Customer Acquisition, Marketing Communications, Marketing Strategy, Campaign Management, Loyalty Programs, Direct Mail, Loyalty Marketing, Relationship Marketing, Strategy
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2005
MBA, Finance
Pace University - Lubin School of Business 1996 — 2000
BBA, Marketing
Rey Zong Lei's HSBC Experience August 2012 - September 2012
Job Master of Finance at WashU, Mensa member,passed FRM I&II and CFA I
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Eclipse Capital Management September 2015 - Present
Capital One June 2015 - August 2015
Everbright Securities February 2014 - May 2014
Jones Lang LaSalle July 2013 - September 2013
Standard Chartered Bank January 2013 - March 2013
CITIC Securities September 2012 - December 2012
HSBC August 2012 - September 2012
Skills
Microsoft Office, Data Analysis, Quantitative Finance, Econometrics, Microsoft Excel, Economics, R, Matlab, C#, Financial Modeling, C++, Stata, Finance, Statistics, Java, VBA
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Master of Science in Finance—Quantitative Track
Peking University 2010 — 2014
Bachelor's Degree, Economics(Major)/ Statistics(Minor)
Yale University 2012 — 2012
Summer School, Economics, GPA:A for both courses
Edward Jones September 2015 - Present
Eclipse Capital Management September 2015 - Present
Capital One June 2015 - August 2015
Everbright Securities February 2014 - May 2014
Jones Lang LaSalle July 2013 - September 2013
Standard Chartered Bank January 2013 - March 2013
CITIC Securities September 2012 - December 2012
HSBC August 2012 - September 2012
Skills
Microsoft Office, Data Analysis, Quantitative Finance, Econometrics, Microsoft Excel, Economics, R, Matlab, C#, Financial Modeling, C++, Stata, Finance, Statistics, Java, VBA
Education
Washington University in St. Louis 2014 — 2015
Master's Degree, Master of Science in Finance—Quantitative Track
Peking University 2010 — 2014
Bachelor's Degree, Economics(Major)/ Statistics(Minor)
Yale University 2012 — 2012
Summer School, Economics, GPA:A for both courses
Sal Mattioli Sal Mattioli's HSBC Experience December 2010 - July 2012
Job Business Banker at Capital One
Industry Banking
Experience
Capital One March 2014 - Present
Popular Community Bank August 2012 - September 2013
HSBC December 2010 - July 2012
Global Payments June 2008 - December 2010
HSBC Bank April 2007 - June 2008
New York Communty Bank February 1997 - April 2007
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Debit Cards, Investments, Loans, Mortgage Lending, Mutual Funds, Payments, Portfolio Management, Relationship Management, Retail Banking, Small Business Lending
Education
Pace University - Lubin School of Business 1987 — 1991
BBA, Finance
Capital One March 2014 - Present
Popular Community Bank August 2012 - September 2013
HSBC December 2010 - July 2012
Global Payments June 2008 - December 2010
HSBC Bank April 2007 - June 2008
New York Communty Bank February 1997 - April 2007
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Debit Cards, Investments, Loans, Mortgage Lending, Mutual Funds, Payments, Portfolio Management, Relationship Management, Retail Banking, Small Business Lending
Education
Pace University - Lubin School of Business 1987 — 1991
BBA, Finance
Jim Roth Jim Roth's HSBC Experience 1995 - 2013
Job Global Head of Proposition & Technology; ORG ID & GoldTier at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters 2013 - Present
HSBC 1995 - 2013
Skills
Risk Management, Management, Leadership, Credit Risk, Operational Risk, Capital Markets, Process Improvement, Investment Banking, Finance, Financial Risk, Credit Analysis, Credit, Business Transformation, Onboarding, AML, KYC
Education
Pace University - Lubin School of Business
MBA, Corporate Finance Management
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Finance
Thomson Reuters 2013 - Present
HSBC 1995 - 2013
Skills
Risk Management, Management, Leadership, Credit Risk, Operational Risk, Capital Markets, Process Improvement, Investment Banking, Finance, Financial Risk, Credit Analysis, Credit, Business Transformation, Onboarding, AML, KYC
Education
Pace University - Lubin School of Business
MBA, Corporate Finance Management
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Finance
Tie Wei, CFA Tie Wei, CFA's HSBC Experience September 2008 - November 2011
Job Principal at Metamorphic Capital Management, LLC
Industry Investment Management
Experience
Metamorphic Capital Management, LLC April 2012 - Present
HSBC September 2008 - November 2011
Morgan Stanley March 2006 - June 2008
Citigroup August 2001 - March 2006
PIMCO June 2000 - August 2000
Skills
Interest Rate..., Derivatives, Hedge Funds, Fixed Income, Equities, Trading, Investment Strategies, Structured Products, Financial Markets, Hedging, Alternative Investments, Structured Finance, Financial Structuring, Risk Management, Options, Portfolio Management
Education
University of Chicago 1999 — 2001
MBA, Finance and Economics
Yale University 1991 — 1995
B.S., Molecular Biophysics and Biochemistry
Peking University 1989 — 1991
Certificate, Physics
Liaoning Experimental Shiyan School 1983 — 1989
High School Diploma, Math & Science
Metamorphic Capital Management, LLC April 2012 - Present
HSBC September 2008 - November 2011
Morgan Stanley March 2006 - June 2008
Citigroup August 2001 - March 2006
PIMCO June 2000 - August 2000
Skills
Interest Rate..., Derivatives, Hedge Funds, Fixed Income, Equities, Trading, Investment Strategies, Structured Products, Financial Markets, Hedging, Alternative Investments, Structured Finance, Financial Structuring, Risk Management, Options, Portfolio Management
Education
University of Chicago 1999 — 2001
MBA, Finance and Economics
Yale University 1991 — 1995
B.S., Molecular Biophysics and Biochemistry
Peking University 1989 — 1991
Certificate, Physics
Liaoning Experimental Shiyan School 1983 — 1989
High School Diploma, Math & Science
Christine Cwynar Christine Cwynar's HSBC Experience May 2001 - May 2012
Job
Industry Financial Services
Experience
Capital One May 2012 - January 2014
HSBC May 2001 - May 2012
A.M. Best October 1998 - May 2001
Beneficial March 1996 - October 1998
Market Measures, Inc. November 1994 - March 1996
Skills
Risk Management, Financial Risk, Credit Risk, Relationship Management, Banking, Business Analysis, Credit Cards, Credit, Credit Analysis, Financial Analysis, Financial Services, Portfolio Management, Microsoft Excel, Financial Modeling, Loans
Education
Penn State University
BS
Capital One May 2012 - January 2014
HSBC May 2001 - May 2012
A.M. Best October 1998 - May 2001
Beneficial March 1996 - October 1998
Market Measures, Inc. November 1994 - March 1996
Skills
Risk Management, Financial Risk, Credit Risk, Relationship Management, Banking, Business Analysis, Credit Cards, Credit, Credit Analysis, Financial Analysis, Financial Services, Portfolio Management, Microsoft Excel, Financial Modeling, Loans
Education
Penn State University
BS
Dan Goon's HSBC Experience October 2009 - June 2014
Job VP BP&A Lead Analyst AML & Compliance at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
HSBC October 2009 - June 2014
Skills
Business Requirements, User Acceptance Testing, Business Analysis, Leadership, Sales, Banking, Financial Services
Education
Palm Beach Atlantic University 2006 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Jamestown Community College 2005 — 2006
Business Administration, Management and Operations
Citi June 2014 - Present
HSBC October 2009 - June 2014
Skills
Business Requirements, User Acceptance Testing, Business Analysis, Leadership, Sales, Banking, Financial Services
Education
Palm Beach Atlantic University 2006 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Jamestown Community College 2005 — 2006
Business Administration, Management and Operations
Bridget Emumwen, MBA Bridget Emumwen, MBA's HSBC Experience April 2007 - Present
Job Senior fund accountant at HSBC Securities
Industry Financial Services
Experience
HSBC April 2007 - Present
Globeop Financial Services 2005 - 2007
BNY Mellon 1998 - 2005
Skills
Fund Administration, Bloomberg, Fund Accounting, Hedge Funds, Fund Of Funds, Mutual Funds, Offshore Funds, Hedge Accounting, Internal Controls, Account Reconciliation, Budgets, Treasury Services, Variance Analysis, Financial Audits, Project Management, Risk Analysis, Public Speaking, Compliance, business presentation, Strategic Planning, P&L Analysis, Manage Client..., Due Diligence, General Ledger, Team Building, Valuation, Banking, Securities, Fixed Income, Swaps, Alternative Investments
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Economics, and Financial Management
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management Information Systems and Services
University of Lagos
Bachelor of Science (B.Sc.), Finance and Banking
HSBC April 2007 - Present
Globeop Financial Services 2005 - 2007
BNY Mellon 1998 - 2005
Skills
Fund Administration, Bloomberg, Fund Accounting, Hedge Funds, Fund Of Funds, Mutual Funds, Offshore Funds, Hedge Accounting, Internal Controls, Account Reconciliation, Budgets, Treasury Services, Variance Analysis, Financial Audits, Project Management, Risk Analysis, Public Speaking, Compliance, business presentation, Strategic Planning, P&L Analysis, Manage Client..., Due Diligence, General Ledger, Team Building, Valuation, Banking, Securities, Fixed Income, Swaps, Alternative Investments
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Financial Economics, and Financial Management
Pace University - Lubin School of Business
Master of Business Administration (MBA), Management Information Systems and Services
University of Lagos
Bachelor of Science (B.Sc.), Finance and Banking
Sushama Shinde's HSBC Experience January 2011 - July 2011
Job Graduate Student at Pace University
Industry Computer Software
Experience
HSBC Global Technology India April 2011 - May 2013
HSBC January 2011 - July 2011
HSBC Global Technology India July 2007 - April 2011
Skills
VisionPLUS, Credit Cards, Requirements Analysis, Project Estimation, Quality Center, Business Analysis, CICS, JCL, COBOL, Change Management, MKS Integrity, TWS, CA7, SQL, SDLC, Easytrieve, VSAM, Requirements Gathering, Mainframe, PL/SQL, Software Project..., Testing
Education
Pace University 2015 — 2016
Master's degree, Information Systems, 3.93
Vivekanand Education Society's Institute Of Technology, University of Mumbai 2003 — 2007
Bachelor of Engineering (B.E.), Computer Engineering
V. G. Vaze College of Arts Science and Commerce 2001 — 2003
HSC, Science (Maths, Physics, Chemistry, Biology)
HSBC Global Technology India April 2011 - May 2013
HSBC January 2011 - July 2011
HSBC Global Technology India July 2007 - April 2011
Skills
VisionPLUS, Credit Cards, Requirements Analysis, Project Estimation, Quality Center, Business Analysis, CICS, JCL, COBOL, Change Management, MKS Integrity, TWS, CA7, SQL, SDLC, Easytrieve, VSAM, Requirements Gathering, Mainframe, PL/SQL, Software Project..., Testing
Education
Pace University 2015 — 2016
Master's degree, Information Systems, 3.93
Vivekanand Education Society's Institute Of Technology, University of Mumbai 2003 — 2007
Bachelor of Engineering (B.E.), Computer Engineering
V. G. Vaze College of Arts Science and Commerce 2001 — 2003
HSC, Science (Maths, Physics, Chemistry, Biology)
Raymond Lacerna Raymond Lacerna's HSBC Experience September 2002 - October 2011
Job Lead Deployment Analyst for Verizon Enterprise Solutions
Industry Financial Services
Experience
Verizon Enterprise Solutions May 2013 - Present
The Guardian Life Insurance Company of America October 2011 - May 2013
HSBC September 2002 - October 2011
Skills
Genesys, NICE Call Recording, Project Management, SDLC, CTI, Avaya, Vendor Management, Banking, Microsoft Excel, VoIP, Call Centers, Integration, Business Analysis, Contact Centers, Avaya Technologies, Cisco Technologies, Process Improvement, Workforce Management
Education
Penn State University 1996 — 2001
Bachelor's degree, Operations and Information Systems Management
Penn State University 1996 — 1998
Associate's degree, Computer Science
Verizon Enterprise Solutions May 2013 - Present
The Guardian Life Insurance Company of America October 2011 - May 2013
HSBC September 2002 - October 2011
Skills
Genesys, NICE Call Recording, Project Management, SDLC, CTI, Avaya, Vendor Management, Banking, Microsoft Excel, VoIP, Call Centers, Integration, Business Analysis, Contact Centers, Avaya Technologies, Cisco Technologies, Process Improvement, Workforce Management
Education
Penn State University 1996 — 2001
Bachelor's degree, Operations and Information Systems Management
Penn State University 1996 — 1998
Associate's degree, Computer Science
Andrew Horowitz, CFP®, MBA Andrew Horowitz, CFP®, MBA's HSBC Experience April 1986 - June 1996
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1995 - Present
HSBC April 1986 - June 1996
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Finance/Marketing
University of Tennessee-Knoxville 1977 — 1981
Bachelor's degree, Public Administration & Business
Ameriprise Financial Services, Inc. June 1995 - Present
HSBC April 1986 - June 1996
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Finance/Marketing
University of Tennessee-Knoxville 1977 — 1981
Bachelor's degree, Public Administration & Business
Candace Chan Candace Chan's HSBC Experience December 2010 - June 2011
Job Admin Officer at BTCL
Industry Financial Services
Experience
BTCL December 2012 - Present
Wells Fargo November 2011 - November 2012
HSBC December 2010 - June 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Skills
Market Research, PowerPoint, Outlook, Access, Investments, Microsoft Excel, Mandarin, Banking, Sales Management, KYC, Personal Finance, Managerial Finance, Asset Management
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Peking University
Study Abroad Program, Chinese Economics and Politics
BTCL December 2012 - Present
Wells Fargo November 2011 - November 2012
HSBC December 2010 - June 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Skills
Market Research, PowerPoint, Outlook, Access, Investments, Microsoft Excel, Mandarin, Banking, Sales Management, KYC, Personal Finance, Managerial Finance, Asset Management
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Peking University
Study Abroad Program, Chinese Economics and Politics
Christopher Scola Christopher Scola's HSBC Experience November 2005 - November 2006
Job Vice President Operational Risk, Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Sterling National Bank January 2009 - March 2014
BNY Mellon Wealth Management November 2006 - January 2009
HSBC November 2005 - November 2006
Bank of America February 2003 - November 2005
Skills
Banking, Project Management, Process Improvement, Credit, Loans, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Small Business Lending, Risk Management, Retail Banking
Education
Pace University - Lubin School of Business
BBA, Magna Cum Laude, Major: Finance Minor: Economics
Morgan Stanley April 2015 - Present
JPMorgan Chase March 2014 - April 2015
Sterling National Bank January 2009 - March 2014
BNY Mellon Wealth Management November 2006 - January 2009
HSBC November 2005 - November 2006
Bank of America February 2003 - November 2005
Skills
Banking, Project Management, Process Improvement, Credit, Loans, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Small Business Lending, Risk Management, Retail Banking
Education
Pace University - Lubin School of Business
BBA, Magna Cum Laude, Major: Finance Minor: Economics
Sharon Griggs, CAP Sharon Griggs, CAP's HSBC Experience October 2000 - October 2004
Job
Industry Supermarkets
Experience
. June 2011 - Present
Girl Scouts in the Heart of Pennsylvania September 2007 - June 2011
New Horizons CLC January 2006 - August 2007
Team Pennsylvania Foundation 2005 - 2006
HSBC October 2000 - October 2004
ROW Sciences 1995 - 1999
Skills
Training, Time Management, Budgets, Human Resources, Nonprofits, Fundraising, Event Planning, Customer Service, Outlook, Access, Sales, Management, Program Management, Administrative..., Microsoft Excel
Education
Penn State University 1975 — 1981
BS, Horticulture
University of Idaho 1978 — 1979
None, Horticulture
Gettysburg Sr High School
. June 2011 - Present
Girl Scouts in the Heart of Pennsylvania September 2007 - June 2011
New Horizons CLC January 2006 - August 2007
Team Pennsylvania Foundation 2005 - 2006
HSBC October 2000 - October 2004
ROW Sciences 1995 - 1999
Skills
Training, Time Management, Budgets, Human Resources, Nonprofits, Fundraising, Event Planning, Customer Service, Outlook, Access, Sales, Management, Program Management, Administrative..., Microsoft Excel
Education
Penn State University 1975 — 1981
BS, Horticulture
University of Idaho 1978 — 1979
None, Horticulture
Gettysburg Sr High School
Shweta Agrawal Shweta Agrawal's HSBC Experience January 2006 - February 2007
Job Sr. Business Analyst Business Intelligence at Portland General Electric
Industry Information Technology and Services
Experience
Consultant at Portland General Electric November 2014 - Present
Consultant at Nike - Cognizant Technologies July 2010 - October 2014
On Top of the World Communities June 2009 - September 2010
University of Florida February 2008 - February 2009
Bridges Systems, University of Florida, Gainesville May 2008 - August 2008
HSBC January 2006 - February 2007
IGATE - Patni Computer Systems October 2003 - January 2006
Skills
SQL, Data Warehousing, Data Analysis, ERP, Project Management, Cognos, Teradata, Agile Methodologies, Agile & Waterfall..., SDLC, Business Analysis, Requirements Gathering, Business Intelligence, Requirements Analysis, Project Planning, Analytics, Analysis, E-commerce, Testing, Databases, Management, SharePoint, Scrum, User Acceptance Testing, UML, Oracle
Education
University of Florida - Warrington College Of Business 2008 — 2009
Master's, Information Systems and Operations Management
Padmashree Dr D. Y. Patil Vidyapeeth 1999 — 2003
Bachelors, Engineering in Electronics and Telecommunication
Nowrosjee Wadia Colege,Pune 1997 — 1999
Hih School Education, Science
St. Josephs Convent High School, Pune
University of Florida
Consultant at Portland General Electric November 2014 - Present
Consultant at Nike - Cognizant Technologies July 2010 - October 2014
On Top of the World Communities June 2009 - September 2010
University of Florida February 2008 - February 2009
Bridges Systems, University of Florida, Gainesville May 2008 - August 2008
HSBC January 2006 - February 2007
IGATE - Patni Computer Systems October 2003 - January 2006
Skills
SQL, Data Warehousing, Data Analysis, ERP, Project Management, Cognos, Teradata, Agile Methodologies, Agile & Waterfall..., SDLC, Business Analysis, Requirements Gathering, Business Intelligence, Requirements Analysis, Project Planning, Analytics, Analysis, E-commerce, Testing, Databases, Management, SharePoint, Scrum, User Acceptance Testing, UML, Oracle
Education
University of Florida - Warrington College Of Business 2008 — 2009
Master's, Information Systems and Operations Management
Padmashree Dr D. Y. Patil Vidyapeeth 1999 — 2003
Bachelors, Engineering in Electronics and Telecommunication
Nowrosjee Wadia Colege,Pune 1997 — 1999
Hih School Education, Science
St. Josephs Convent High School, Pune
University of Florida
Shihui Zhou Shihui Zhou's HSBC Experience January 2008 - February 2009
Job Student at Pace University Lubin School of Business
Industry Financial Services
Experience
KPMG March 2009 - June 2009
HSBC January 2008 - February 2009
Education
Pace University - Lubin School of Business 2010 — 2011
Pace University
Lubin School of Business M.S, Financial Management
Shenzhen University
Bachelor, Finance and Banking
KPMG March 2009 - June 2009
HSBC January 2008 - February 2009
Education
Pace University - Lubin School of Business 2010 — 2011
Pace University
Lubin School of Business M.S, Financial Management
Shenzhen University
Bachelor, Finance and Banking
Kristin Moon Kristin Moon's HSBC Experience October 2003 - March 2006
Job Trifin Realty Advisors
Industry Real Estate
Experience
Trifin Realty Advisors, A member of Charles Rutenberg Realty October 2014 - Present
Sherman Residential June 2014 - November 2014
Fitz Real Estate Services April 2007 - October 2014
Sherman Residential November 2013 - June 2014
ALAW - Albertelli Law January 2013 - November 2013
Patriot Residential Management May 2011 - November 2012
Walden Pacific Property Trust RE May 2008 - October 2010
GREC Conversions March 2006 - May 2008
HSBC October 2003 - March 2006
Skills
Property Management, Real Estate, Investment Properties, Rentals, Sellers, Residential Homes, Leases, Real Estate Transactions, Condos, Relocation, Short Sales, First Time Home Buyers, Foreclosures, Investors, Single Family Homes, Buyer Representation, Tenant, REO, Real Estate Development, Apartments, Litigation, Personal Injury, Consumer Law, Selling, Customer Service, Contract Negotiation, Listings, New Home Sales, Property, HUD, Townhomes, Commercial Real Estate, Real Estate Financing, Referrals, Fair Housing, Luxury, Relocation Buyers, Yardi, FHA, Home Staging, Real Property, Real Estate License, Residential Mortgages, Negotiation, Lease Administration, Lease Negotiations, OneSite, Marketing, Evictions, Income Properties
Education
Pasco-Hernando Community College 2010 — 2014
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Land O' Lakes High School 1997 — 2000
Diploma
Trifin Realty Advisors, A member of Charles Rutenberg Realty October 2014 - Present
Sherman Residential June 2014 - November 2014
Fitz Real Estate Services April 2007 - October 2014
Sherman Residential November 2013 - June 2014
ALAW - Albertelli Law January 2013 - November 2013
Patriot Residential Management May 2011 - November 2012
Walden Pacific Property Trust RE May 2008 - October 2010
GREC Conversions March 2006 - May 2008
HSBC October 2003 - March 2006
Skills
Property Management, Real Estate, Investment Properties, Rentals, Sellers, Residential Homes, Leases, Real Estate Transactions, Condos, Relocation, Short Sales, First Time Home Buyers, Foreclosures, Investors, Single Family Homes, Buyer Representation, Tenant, REO, Real Estate Development, Apartments, Litigation, Personal Injury, Consumer Law, Selling, Customer Service, Contract Negotiation, Listings, New Home Sales, Property, HUD, Townhomes, Commercial Real Estate, Real Estate Financing, Referrals, Fair Housing, Luxury, Relocation Buyers, Yardi, FHA, Home Staging, Real Property, Real Estate License, Residential Mortgages, Negotiation, Lease Administration, Lease Negotiations, OneSite, Marketing, Evictions, Income Properties
Education
Pasco-Hernando Community College 2010 — 2014
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Land O' Lakes High School 1997 — 2000
Diploma
Susanna Satten's HSBC Experience April 2010 - March 2011
Job Graduate Student Acupuncture Intern, Pacific College of Oriental Medicine. Candidate for Master's degree in Acupuncture
Industry Alternative Medicine
Experience
Pacific College of Oriental Medicine May 2015 - Present
Susanna Satten Yoga August 2011 - Present
NYU Langone Medical Center January 2015 - April 2015
Pacific College of Oriental Medicine January 2013 - January 2015
InnerSage QiGong and Healing Arts March 2011 - September 2012
HSBC April 2010 - March 2011
TD Bank January 2008 - April 2010
LaSalle Bank January 2004 - December 2007
Education
Pacific College of Oriental Medicine 2012 — 2016
Master of Acupuncture, Traditional Chinese Medicine (TCM); Classical Chinese Medicine (CCM)
Washington University in St. Louis - Olin Business School 1999 — 2003
BSBA, Finance
Washington University in St. Louis 1999 — 2003
BFA, Printmaking & Drawing
Lower Merion High School 1995 — 1999
Diploma, Graduated with Honors
Pacific College of Oriental Medicine May 2015 - Present
Susanna Satten Yoga August 2011 - Present
NYU Langone Medical Center January 2015 - April 2015
Pacific College of Oriental Medicine January 2013 - January 2015
InnerSage QiGong and Healing Arts March 2011 - September 2012
HSBC April 2010 - March 2011
TD Bank January 2008 - April 2010
LaSalle Bank January 2004 - December 2007
Education
Pacific College of Oriental Medicine 2012 — 2016
Master of Acupuncture, Traditional Chinese Medicine (TCM); Classical Chinese Medicine (CCM)
Washington University in St. Louis - Olin Business School 1999 — 2003
BSBA, Finance
Washington University in St. Louis 1999 — 2003
BFA, Printmaking & Drawing
Lower Merion High School 1995 — 1999
Diploma, Graduated with Honors
Thomas van Haren's HSBC Experience September 2011 - Present
Job International Manager at HSBC
Industry Financial Services
Experience
HSBC September 2011 - Present
Marker Global November 2010 - September 2011
Pepal July 2010 - August 2010
CNN January 2010 - March 2010
Education
The London School of Economics and Political Science (LSE) 2009 — 2011
M.Sc., International Affairs
Peking University 2009 — 2010
M.Sc., International Affairs
Leiden University 2008 — 2009
M.A., World History & Globalization
Jawaharlal Nehru University 2006 — 2007
M.A.-Courses, Asian History
Leiden University 2003 — 2006
B.A., History
HSBC September 2011 - Present
Marker Global November 2010 - September 2011
Pepal July 2010 - August 2010
CNN January 2010 - March 2010
Education
The London School of Economics and Political Science (LSE) 2009 — 2011
M.Sc., International Affairs
Peking University 2009 — 2010
M.Sc., International Affairs
Leiden University 2008 — 2009
M.A., World History & Globalization
Jawaharlal Nehru University 2006 — 2007
M.A.-Courses, Asian History
Leiden University 2003 — 2006
B.A., History
Marty Racioppi Marty Racioppi's HSBC Experience January 1988 - March 1994
Job Technology Sourcing, Vendor Management, Program Management, Change Management, Financial Control
Industry Outsourcing/Offshoring
Experience
Pearson plc March 1994 - Present
HSBC January 1988 - March 1994
Citicorp June 1980 - January 1988
Skills
Outsourcing, Contract Negotiation, Management, Program Management, Vendor Relationships, Change Management, Business Process..., Financial Reporting, Operations Management, Vendor Management, Globalization, Process Improvement, Strategic Partnerships, Strategic Leadership, Offshoring, Management Consulting, Team Leadership, Project Management, Business Process, Strategy, Leadership, Strategic Planning, Business Development, Project Planning, Forecasting, Executive Management, Procurement, SAP, Integration, Governance, Business Strategy
Education
Pace University - Lubin School of Business 1985 — 1986
Banking & Finance
State University of New York College at Oswego 1976 — 1980
BS - Accounting, Accounting
Pearson plc March 1994 - Present
HSBC January 1988 - March 1994
Citicorp June 1980 - January 1988
Skills
Outsourcing, Contract Negotiation, Management, Program Management, Vendor Relationships, Change Management, Business Process..., Financial Reporting, Operations Management, Vendor Management, Globalization, Process Improvement, Strategic Partnerships, Strategic Leadership, Offshoring, Management Consulting, Team Leadership, Project Management, Business Process, Strategy, Leadership, Strategic Planning, Business Development, Project Planning, Forecasting, Executive Management, Procurement, SAP, Integration, Governance, Business Strategy
Education
Pace University - Lubin School of Business 1985 — 1986
Banking & Finance
State University of New York College at Oswego 1976 — 1980
BS - Accounting, Accounting
Vicki Mulder Blake Vicki Mulder Blake's HSBC Experience March 2003 - April 2009
Job Sr Product Development Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae April 2010 - Present
HSBC March 2003 - April 2009
Household Finance July 1992 - March 2003
Skills
Portfolio Management, Mortgage Lending, Credit, CRM, Relationship Management, Loans, Banking, Leadership, Loan Origination, Customer Satisfaction, Executive Management, Mortgage Servicing, Residential Mortgages, Strategic Financial..., Credit Risk, Program Management, Negotiation, Sales Management, Call Centers, Management, Underwriting, Sales, Mortgage Banking, Financial Analysis, Loss Mitigation, Team Building, Finance, Business Analysis, Credit Analysis, Risk Management, Customer Retention, Process Improvement, Cash Management, Financial Services, Commercial Banking, Retail Banking, Strategic Planning, Mutual Funds, Business Development, Vendor Management, Financial Risk, Product Development, Investments, Insurance, Strategy, Operational Risk, Wealth Management, Asset Management, Cross Selling, Credit Cards
Education
Penn State University 2007 — 2009
MBA
University of South Florida 1989 — 1992
Bachelor of Education (B.Ed.)
Fannie Mae April 2010 - Present
HSBC March 2003 - April 2009
Household Finance July 1992 - March 2003
Skills
Portfolio Management, Mortgage Lending, Credit, CRM, Relationship Management, Loans, Banking, Leadership, Loan Origination, Customer Satisfaction, Executive Management, Mortgage Servicing, Residential Mortgages, Strategic Financial..., Credit Risk, Program Management, Negotiation, Sales Management, Call Centers, Management, Underwriting, Sales, Mortgage Banking, Financial Analysis, Loss Mitigation, Team Building, Finance, Business Analysis, Credit Analysis, Risk Management, Customer Retention, Process Improvement, Cash Management, Financial Services, Commercial Banking, Retail Banking, Strategic Planning, Mutual Funds, Business Development, Vendor Management, Financial Risk, Product Development, Investments, Insurance, Strategy, Operational Risk, Wealth Management, Asset Management, Cross Selling, Credit Cards
Education
Penn State University 2007 — 2009
MBA
University of South Florida 1989 — 1992
Bachelor of Education (B.Ed.)
Philip (Phil) Musacchio Philip (Phil) Musacchio's HSBC Experience 1999 - 2000
Job Director at Andersen Tax, previously with HSBC & KPMG
Industry Executive Office
Experience
Andersen Tax June 2013 - Present
Fieldpoint Private January 2013 - June 2013
Modern Bank, N.A. 2011 - 2012
Mazars, dba WeiserMazars 2009 - 2011
Gerson Lehrman Group 2007 - 2008
HSBC Private Bank 2003 - 2007
HSBC Private Bank 2000 - 2003
HSBC 1999 - 2000
HSBC (previously Republic National Bank) 1996 - 1999
HSBC (Republic) 1993 - 1996
Skills
Banking, Capital Markets, Risk Management, Financial Risk, Enterprise Risk..., Financial Analysis, Due Diligence, Credit, Credit Risk, Financial Services, Asset Managment, Hedge Funds, Wealth Management, Auditing, Operations Management, Asset Management, Finance, KYC, Private Equity, Management, Executive Management, Mergers & Acquisitions, Corporate Governance, Internal Audit, Operational Risk, Private Banking, Cash Management, AML, Operational Risk..., Financial Reporting, Business Process, Loans, Acquisition Integration, Corporate Finance, Strategy, Portfolio Management, Financial Advisory, Retail Banking, Tax, Equities, Investment Banking, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Strategic Financial..., Alternative Investments, Securities, Insurance
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
INSEAD - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
London Business School - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
Bishop Ford
Andersen Tax June 2013 - Present
Fieldpoint Private January 2013 - June 2013
Modern Bank, N.A. 2011 - 2012
Mazars, dba WeiserMazars 2009 - 2011
Gerson Lehrman Group 2007 - 2008
HSBC Private Bank 2003 - 2007
HSBC Private Bank 2000 - 2003
HSBC 1999 - 2000
HSBC (previously Republic National Bank) 1996 - 1999
HSBC (Republic) 1993 - 1996
Skills
Banking, Capital Markets, Risk Management, Financial Risk, Enterprise Risk..., Financial Analysis, Due Diligence, Credit, Credit Risk, Financial Services, Asset Managment, Hedge Funds, Wealth Management, Auditing, Operations Management, Asset Management, Finance, KYC, Private Equity, Management, Executive Management, Mergers & Acquisitions, Corporate Governance, Internal Audit, Operational Risk, Private Banking, Cash Management, AML, Operational Risk..., Financial Reporting, Business Process, Loans, Acquisition Integration, Corporate Finance, Strategy, Portfolio Management, Financial Advisory, Retail Banking, Tax, Equities, Investment Banking, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Strategic Financial..., Alternative Investments, Securities, Insurance
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
INSEAD - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
London Business School - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
Bishop Ford
Michelle Nassan Michelle Nassan's HSBC Experience 1996 - 2013
Job Sunshine Smiles A Kids Spa
Industry Entertainment
Experience
Image Capital Group LLC July 2015 - Present
Sunshine Smiles A Kids Spa October 2011 - July 2015
HSBC 1996 - 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, PowerPoint, Banking, Administrative..., Event Planning, Microsoft Word, Management, Access, Project Management, PeopleSoft, Human Resources, Time Management, Event Management, Visio, Budgets, Leadership, Risk Management, Training, Process Improvement
Education
Penn State University 1990 — 1994
wagner highschool
Image Capital Group LLC July 2015 - Present
Sunshine Smiles A Kids Spa October 2011 - July 2015
HSBC 1996 - 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, PowerPoint, Banking, Administrative..., Event Planning, Microsoft Word, Management, Access, Project Management, PeopleSoft, Human Resources, Time Management, Event Management, Visio, Budgets, Leadership, Risk Management, Training, Process Improvement
Education
Penn State University 1990 — 1994
wagner highschool
Mia Cun Gu古村 Mia Cun Gu古村's HSBC Experience July 2012 - June 2014
Job Student at University of Pennsylvania
Industry Legal Services
Experience
HSBC July 2012 - June 2014
King & Wood Mallesons SJ Berwin October 2011 - February 2012
Skills
Corporate Law, Intellectual Property, Corporate Governance
Education
University of Pennsylvania 2014 — 2015
Master's Degree, IP law, Banking Law, and Corporate Law
University of Pennsylvania Law School 2014 — 2015
Law
Peking University 2009 — 2012
Master's Degree, Law
HSBC July 2012 - June 2014
King & Wood Mallesons SJ Berwin October 2011 - February 2012
Skills
Corporate Law, Intellectual Property, Corporate Governance
Education
University of Pennsylvania 2014 — 2015
Master's Degree, IP law, Banking Law, and Corporate Law
University of Pennsylvania Law School 2014 — 2015
Law
Peking University 2009 — 2012
Master's Degree, Law
Nik Gordon's HSBC Experience 2005 - 2012
Job Compliance Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Capital One July 2014 - November 2014
Capital One 2013 - 2014
Capital One 2012 - 2013
HSBC 2005 - 2012
Skills
Financial Risk, Risk Management, Credit Cards, Credit Risk, Credit, Commercial Banking, Customer Service, Communication, Organization, Banking, Finance, Financial Services, Loans, Underwriting, Analysis, Process Improvement, Management, Relationship Management, Portfolio Management, Credit Analysis, Microsoft Office
Education
Wilmington University 2014 — 2015
Master's degree, Marketing/Marketing Management, General
Penn State University
Bachelor of Arts (B.A.), Anthropology
Wilmington University
Master's degree, Human Resources Management/Personnel Administration, General
JPMorgan Chase & Co. December 2014 - Present
Capital One July 2014 - November 2014
Capital One 2013 - 2014
Capital One 2012 - 2013
HSBC 2005 - 2012
Skills
Financial Risk, Risk Management, Credit Cards, Credit Risk, Credit, Commercial Banking, Customer Service, Communication, Organization, Banking, Finance, Financial Services, Loans, Underwriting, Analysis, Process Improvement, Management, Relationship Management, Portfolio Management, Credit Analysis, Microsoft Office
Education
Wilmington University 2014 — 2015
Master's degree, Marketing/Marketing Management, General
Penn State University
Bachelor of Arts (B.A.), Anthropology
Wilmington University
Master's degree, Human Resources Management/Personnel Administration, General
Wei (David) Yang Wei (David) Yang's HSBC Experience June 2011 - August 2011
Job MS Student in Investment Management at Pace University
Industry Financial Services
Experience
Bank of Communication February 2012 - June 2012
HSBC June 2011 - August 2011
Huishang Bank January 2009 - June 2009
Education
Pace University - Lubin School of Business 2011 — 2012
Master of Science, Investment Management
Southwestern University of Finance and Economics
Bank of Communication February 2012 - June 2012
HSBC June 2011 - August 2011
Huishang Bank January 2009 - June 2009
Education
Pace University - Lubin School of Business 2011 — 2012
Master of Science, Investment Management
Southwestern University of Finance and Economics
Mandy Nicholson, PMP's HSBC Experience August 2015 - Present
Job IT Cutover Lead at HSBC
Industry Information Technology and Services
Experience
HSBC August 2015 - Present
HSBC May 2007 - Present
HSBC January 2003 - May 2007
HSBC December 2000 - January 2003
HSBC Card Services June 1993 - December 2000
Skills
PMP, Clarity, MKS, Microsoft Project, Visio, PMI, Open Workbench, PPM, PMBOK, PMO, Microsoft Office, Project Portfolio..., SharePoint, MS Project, SDLC, Resource Management, Business Analysis, IT Management, Data Warehousing, Governance, Business Requirements, Program Management, Business Transformation, Enterprise Architecture, Requirements Gathering, Business Intelligence, Business Process, Process Improvement, IT Strategy, Software Project..., Business Process..., Risk Management, Vendor Management, IT Operations, IT Service Management, Requirements Analysis, ITIL, Business Process..., Offshoring, Outsourcing, Information Technology, Systems Analysis, Integration, Disaster Recovery, Business Process Design
Education
The College of William and Mary - The Mason School of Business 1991 — 1993
MBA, Finance
Penn State University 1985 — 1989
Bachelor of Science, Management
HSBC August 2015 - Present
HSBC May 2007 - Present
HSBC January 2003 - May 2007
HSBC December 2000 - January 2003
HSBC Card Services June 1993 - December 2000
Skills
PMP, Clarity, MKS, Microsoft Project, Visio, PMI, Open Workbench, PPM, PMBOK, PMO, Microsoft Office, Project Portfolio..., SharePoint, MS Project, SDLC, Resource Management, Business Analysis, IT Management, Data Warehousing, Governance, Business Requirements, Program Management, Business Transformation, Enterprise Architecture, Requirements Gathering, Business Intelligence, Business Process, Process Improvement, IT Strategy, Software Project..., Business Process..., Risk Management, Vendor Management, IT Operations, IT Service Management, Requirements Analysis, ITIL, Business Process..., Offshoring, Outsourcing, Information Technology, Systems Analysis, Integration, Disaster Recovery, Business Process Design
Education
The College of William and Mary - The Mason School of Business 1991 — 1993
MBA, Finance
Penn State University 1985 — 1989
Bachelor of Science, Management
Shuang Xia Shuang Xia's HSBC Experience August 2010 - September 2010
Job Student at New York University
Industry Financial Services
Experience
HSBC August 2010 - September 2010
Bank of China January 2010 - February 2010
Education
New York University 2011 — 2013
Master of Arts, Economics
Peking University 2007 — 2011
Bachelor of Arts, Economics
HSBC August 2010 - September 2010
Bank of China January 2010 - February 2010
Education
New York University 2011 — 2013
Master of Arts, Economics
Peking University 2007 — 2011
Bachelor of Arts, Economics
Lorenzo Mamangon Lorenzo Mamangon's HSBC Experience June 2011 - Present
Job Manager HSBC Global Publishing Services
Industry Publishing
Experience
HSBC June 2011 - Present
HSBC January 2011 - June 2011
HSBC March 2009 - January 2011
HSBC July 2005 - March 2009
The Creative Response Inc July 2001 - April 2005
Corporate Design Inc March 1996 - May 2001
Global Sources 1992 - 1995
Skills
Relationship Management, Project Management, Vendor Management, Team Management, Performance Management, Account Management, Change Management, CRM, Management, Banking, Risk Management, Outsourcing, Marketing Strategy, Strategy, Stakeholder Management, Business Process..., Process Improvement, Customer Experience, Analytics, Financial Services, Leadership, Program Management
Education
Pamantasan ng Lungsod ng Maynila
HSBC June 2011 - Present
HSBC January 2011 - June 2011
HSBC March 2009 - January 2011
HSBC July 2005 - March 2009
The Creative Response Inc July 2001 - April 2005
Corporate Design Inc March 1996 - May 2001
Global Sources 1992 - 1995
Skills
Relationship Management, Project Management, Vendor Management, Team Management, Performance Management, Account Management, Change Management, CRM, Management, Banking, Risk Management, Outsourcing, Marketing Strategy, Strategy, Stakeholder Management, Business Process..., Process Improvement, Customer Experience, Analytics, Financial Services, Leadership, Program Management
Education
Pamantasan ng Lungsod ng Maynila
Andrew Pacheco's HSBC Experience 2001 - 2005
Job Sales/Foreman at Town & Country Plumbing
Industry Consumer Services
Experience
Town & Country Plumbing 2005 - Present
Crete Media January 2013 - January 2014
HSBC 2001 - 2005
Kearny Mesa Ford 2000 - 2001
Skills
Customer Service, Marketing, Sales, Account Management, Project Management, Negotiation, Training, Strategy, Research, Creative Direction, Plumbing, Contractors
Education
Palomar College
Business, Management, Marketing, and Related Support Services
Town & Country Plumbing 2005 - Present
Crete Media January 2013 - January 2014
HSBC 2001 - 2005
Kearny Mesa Ford 2000 - 2001
Skills
Customer Service, Marketing, Sales, Account Management, Project Management, Negotiation, Training, Strategy, Research, Creative Direction, Plumbing, Contractors
Education
Palomar College
Business, Management, Marketing, and Related Support Services
Elisa Claro, Esq.'s HSBC Experience 2003 - 2005
Job Attorney at Law
Industry Law Practice
Experience
Beaconhill November 2014 - Present
Law Office of Jennifer Jill O’Hara October 2013 - November 2014
Health Law Clinic, John Jay Legal Services September 2013 - May 2014
Glocap February 2011 - February 2013
Post-Conviction Project Legal Intern, John Jay Legal Services 2013 - 2013
Legal Services of the Hudson Valley 2012 - 2012
GDC Properties, LLC 2007 - 2009
GDC Properties, LLC 2006 - 2007
GDC Properties, LLC 2005 - 2006
HSBC 2003 - 2005
Skills
Legal Research, Litigation, Corporate Law, Corporate Governance, Due Diligence, Legal Writing, Commercial Litigation, Civil Litigation
Education
Pace University - School of Law 2011 — 2014
Doctor of Law (J.D.), Law
Pace University - Lubin School of Business 2008 — 2010
Bachelor of Business Administration (BBA), Finance, Minor: Economics, 3.9 GPA
Westchester Community College 2005 — 2008
Associate of Science, Accounting, 4.0 GPA
Beaconhill November 2014 - Present
Law Office of Jennifer Jill O’Hara October 2013 - November 2014
Health Law Clinic, John Jay Legal Services September 2013 - May 2014
Glocap February 2011 - February 2013
Post-Conviction Project Legal Intern, John Jay Legal Services 2013 - 2013
Legal Services of the Hudson Valley 2012 - 2012
GDC Properties, LLC 2007 - 2009
GDC Properties, LLC 2006 - 2007
GDC Properties, LLC 2005 - 2006
HSBC 2003 - 2005
Skills
Legal Research, Litigation, Corporate Law, Corporate Governance, Due Diligence, Legal Writing, Commercial Litigation, Civil Litigation
Education
Pace University - School of Law 2011 — 2014
Doctor of Law (J.D.), Law
Pace University - Lubin School of Business 2008 — 2010
Bachelor of Business Administration (BBA), Finance, Minor: Economics, 3.9 GPA
Westchester Community College 2005 — 2008
Associate of Science, Accounting, 4.0 GPA
Ralph J Ventura Ralph J Ventura's HSBC Experience October 1994 - August 2005
Job Vice President Business Development Relationship Manager at Metropolitan Commercial Bank (New York)
Industry Financial Services
Experience
Metropolitan Commercial Bank (New York) September 2015 - Present
Greater New Hyde Park Chamber Benevolent Trust Fund February 2012 - Present
BNI Business Builders February 2010 - Present
Greater New Hyde Park Chamber of Commerce January 2005 - Present
LIASB 2013 - Present
M&T Bank May 2009 - August 2015
LibertyPointe Bank January 2008 - April 2009
Commerce Bank August 2005 - December 2007
HSBC October 1994 - August 2005
The Chase Manhattan Bank May 1979 - May 1994
Skills
Commercial Banking, Team Leadership, Coaching, Small Business Lending, New Business Development, Retail Banking, Banking, Credit, Portfolio Management, Financial Services, Loans, Relationship Management, Management, Product Management, Leadership, Branch Banking, Team Building, Financial Analysis, Business Development, CRM, Budgets, Finance, Mortgage Lending, Sales Management, Credit Analysis, Operations Management, Mutual Funds, Risk Management, Small Business, Strategic Financial..., Lines Of Credit, Consumer Lending, Sales, Insurance, Branch Management, Retail, Customer Service, Commercial Lending, Cross Selling, Commercial Mortgages, Mortgage Banking, Loan Origination, Cash Management, Financial Planning, Investments, Credit Risk
Education
Pace University 1969 — 1974
BBA, Buiness
Christ The King 1965 — 1969
Metropolitan Commercial Bank (New York) September 2015 - Present
Greater New Hyde Park Chamber Benevolent Trust Fund February 2012 - Present
BNI Business Builders February 2010 - Present
Greater New Hyde Park Chamber of Commerce January 2005 - Present
LIASB 2013 - Present
M&T Bank May 2009 - August 2015
LibertyPointe Bank January 2008 - April 2009
Commerce Bank August 2005 - December 2007
HSBC October 1994 - August 2005
The Chase Manhattan Bank May 1979 - May 1994
Skills
Commercial Banking, Team Leadership, Coaching, Small Business Lending, New Business Development, Retail Banking, Banking, Credit, Portfolio Management, Financial Services, Loans, Relationship Management, Management, Product Management, Leadership, Branch Banking, Team Building, Financial Analysis, Business Development, CRM, Budgets, Finance, Mortgage Lending, Sales Management, Credit Analysis, Operations Management, Mutual Funds, Risk Management, Small Business, Strategic Financial..., Lines Of Credit, Consumer Lending, Sales, Insurance, Branch Management, Retail, Customer Service, Commercial Lending, Cross Selling, Commercial Mortgages, Mortgage Banking, Loan Origination, Cash Management, Financial Planning, Investments, Credit Risk
Education
Pace University 1969 — 1974
BBA, Buiness
Christ The King 1965 — 1969
Joshua A. Witzel's HSBC Experience 2005 - 2008
Job Branch Manager at Customers Bank
Industry Banking
Experience
Customers Bank March 2013 - Present
Citizens Bank March 2010 - February 2013
HSBC 2005 - 2008
Skills
Loans, Retail Banking, Banking, Consumer Lending, Credit, Commercial Banking, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Branch Management, Branch Banking, Cross Selling, Loan Origination, Mortgage Banking, Credit Risk, Lines Of Credit, Refinance, Portfolio Management, Risk Management
Education
Penn State University 2000 — 2005
B.S Management Marketing
Pennsylvania State University-Penn State Berks 2000 — 2004
Bachelor's degree
Customers Bank March 2013 - Present
Citizens Bank March 2010 - February 2013
HSBC 2005 - 2008
Skills
Loans, Retail Banking, Banking, Consumer Lending, Credit, Commercial Banking, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Branch Management, Branch Banking, Cross Selling, Loan Origination, Mortgage Banking, Credit Risk, Lines Of Credit, Refinance, Portfolio Management, Risk Management
Education
Penn State University 2000 — 2005
B.S Management Marketing
Pennsylvania State University-Penn State Berks 2000 — 2004
Bachelor's degree
Robert Wotton, MBA's HSBC Experience January 2003 - March 2006
Job AVP | Store Manager, The Business Workshop Host
Industry Banking
Experience
Umpqua Bank April 2009 - Present
Bay Bank November 2007 - December 2008
First Mutual Bank March 2006 - November 2007
HSBC January 2003 - March 2006
NFIB 2000 - 2003
Wotton's of Shelton September 1989 - March 1998
Olympic College March 1994 - June 1997
Skills
Banking, Commercial Banking, Loans, Leadership, Small Business Lending, Consumer Lending, Sales Management, Management, Sales, New Business Development, Financial Analysis, Lines Of Credit, Portfolio Management, Public Speaking, Treasury Management, Retail Banking, Small Business, Cash Management, Strategic Planning, Mortgage Lending, Marketing Strategy, Business Strategy, Business Development, SBA, Deposits, Financial Services, Business Analysis, Strategy, Process Improvement, Leadership Development, Change Management, Cross-functional Team..., Underwriting, Coaching, Loan Origination, Commercial Mortgages, Credit Risk, Asset Based Lending, Credit Analysis, Mortgage Banking, Branch Banking, Public Relations, Grassroots Advocacy, Cold Calling, Market Research, Classroom
Education
Pacific Lutheran University
MBA, Technology Innovation Management
Shelton High School
Editor, The Hi-Lead Newspaper
University of Puget Sound
Bachelors, Business + Political Science (State & Local Government)
Umpqua Bank April 2009 - Present
Bay Bank November 2007 - December 2008
First Mutual Bank March 2006 - November 2007
HSBC January 2003 - March 2006
NFIB 2000 - 2003
Wotton's of Shelton September 1989 - March 1998
Olympic College March 1994 - June 1997
Skills
Banking, Commercial Banking, Loans, Leadership, Small Business Lending, Consumer Lending, Sales Management, Management, Sales, New Business Development, Financial Analysis, Lines Of Credit, Portfolio Management, Public Speaking, Treasury Management, Retail Banking, Small Business, Cash Management, Strategic Planning, Mortgage Lending, Marketing Strategy, Business Strategy, Business Development, SBA, Deposits, Financial Services, Business Analysis, Strategy, Process Improvement, Leadership Development, Change Management, Cross-functional Team..., Underwriting, Coaching, Loan Origination, Commercial Mortgages, Credit Risk, Asset Based Lending, Credit Analysis, Mortgage Banking, Branch Banking, Public Relations, Grassroots Advocacy, Cold Calling, Market Research, Classroom
Education
Pacific Lutheran University
MBA, Technology Innovation Management
Shelton High School
Editor, The Hi-Lead Newspaper
University of Puget Sound
Bachelors, Business + Political Science (State & Local Government)
Pratibha Poswal's HSBC Experience February 2008 - June 2009
Job Communications Specialist at Honeywell
Industry Public Relations and Communications
Experience
Honeywell February 2013 - Present
Honeywell International India Private Limited June 2010 - February 2013
HSBC February 2008 - June 2009
Burson-Marsteller May 2007 - February 2008
Skills
Internal Communications, Corporate Communications, Public Relations, Advertising, Project Planning, Corporate Social..., Journalism, Marketing Communications, Crisis Communications, Employee Engagement, Strategic Communications, Media Relations, Crisis Management, Copywriting, Press Releases, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Content Development, Program Management, Integrated Marketing, Communications Planning, Strategy, Brand Management, Leadership, New Media, Writing, Team Management, Project Management, Editing, Event Management
Education
Panjab University 2005 — 2007
Masters in Mass Communication, Public Relations, Advertising and Journalism
Panjab University 2002 — 2005
Bachelor's degree, Economics (Honors), Psychology, Journalism
University Grant Commission, India
UGC NET certified in Public Administration
Honeywell February 2013 - Present
Honeywell International India Private Limited June 2010 - February 2013
HSBC February 2008 - June 2009
Burson-Marsteller May 2007 - February 2008
Skills
Internal Communications, Corporate Communications, Public Relations, Advertising, Project Planning, Corporate Social..., Journalism, Marketing Communications, Crisis Communications, Employee Engagement, Strategic Communications, Media Relations, Crisis Management, Copywriting, Press Releases, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Content Development, Program Management, Integrated Marketing, Communications Planning, Strategy, Brand Management, Leadership, New Media, Writing, Team Management, Project Management, Editing, Event Management
Education
Panjab University 2005 — 2007
Masters in Mass Communication, Public Relations, Advertising and Journalism
Panjab University 2002 — 2005
Bachelor's degree, Economics (Honors), Psychology, Journalism
University Grant Commission, India
UGC NET certified in Public Administration
Annie Xiong Annie Xiong's HSBC Experience June 2014 - August 2014
Job Enterprise Sales at Shopify Plus
Industry Internet
Experience
Shopify August 2015 - Present
HSBC June 2014 - August 2014
Muse Magazine at Queen's May 2013 - December 2013
HSBC June 2013 - August 2013
M for Mendocino May 2013 - August 2013
Skills
Microsoft Excel, Time Management, Teamwork, Microsoft Office, PowerPoint
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours), Accounting and Finance
Peking University
Westmount CI
Shopify August 2015 - Present
HSBC June 2014 - August 2014
Muse Magazine at Queen's May 2013 - December 2013
HSBC June 2013 - August 2013
M for Mendocino May 2013 - August 2013
Skills
Microsoft Excel, Time Management, Teamwork, Microsoft Office, PowerPoint
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours), Accounting and Finance
Peking University
Westmount CI
Michael Ko Michael Ko's HSBC Experience 2007 - 2009
Job Sales Executive at Calamo Silk
Industry Textiles
Experience
Calamo Silk August 2012 - Present
Northwestern Mutual September 2011 - September 2012
HSBC 2007 - 2009
Skills
Securities, Financial Analysis, Investments, Fixed Income, Portfolio Management, Microsoft Excel, Valuation, PowerPoint, Data Analysis, Customer Service, Digital Printing, Screen Printing, Garment Manufacturing, Textiles
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Marketing, Management
Calamo Silk August 2012 - Present
Northwestern Mutual September 2011 - September 2012
HSBC 2007 - 2009
Skills
Securities, Financial Analysis, Investments, Fixed Income, Portfolio Management, Microsoft Excel, Valuation, PowerPoint, Data Analysis, Customer Service, Digital Printing, Screen Printing, Garment Manufacturing, Textiles
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Marketing, Management
Stacey Chang Stacey Chang's HSBC Experience April 2005 - August 2006
Job
Industry Banking
Experience
Cathay Bank June 2015 - Present
Citi September 2008 - June 2014
Fubon Financial Holding Co., Ltd. 富邦金控 August 2006 - March 2008
HSBC April 2005 - August 2006
JPMorgan Chase & Co. April 2001 - June 2002
JPMorgan Chase & Co. June 1998 - April 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Outlook, Windows, Negotiation, Business Strategy, Sales
Education
Pace University - Lubin School of Business 2002 — 2004
Master's degree
Cathay Bank June 2015 - Present
Citi September 2008 - June 2014
Fubon Financial Holding Co., Ltd. 富邦金控 August 2006 - March 2008
HSBC April 2005 - August 2006
JPMorgan Chase & Co. April 2001 - June 2002
JPMorgan Chase & Co. June 1998 - April 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Outlook, Windows, Negotiation, Business Strategy, Sales
Education
Pace University - Lubin School of Business 2002 — 2004
Master's degree
Crystal Chu Crystal Chu's HSBC Experience September 2014 - Present
Job Audit Manager
Industry Financial Services
Experience
HSBC September 2014 - Present
Rabobank March 2014 - September 2014
JPMorgan Chase 2011 - 2014
Ernst & Young LLP 2008 - 2010
Ernst & Young LLP 2006 - 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Public Accounting
HSBC September 2014 - Present
Rabobank March 2014 - September 2014
JPMorgan Chase 2011 - 2014
Ernst & Young LLP 2008 - 2010
Ernst & Young LLP 2006 - 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Public Accounting
Ana Brock Ana Brock's HSBC Experience 2000 - 2005
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Influence QA AnalystCitiMay 2012 - Present
Citi April 2012 - Present
Modis 2012 - 2013
Wells Fargo Home Mortgage October 2011 - May 2012
HSBC 2000 - 2005
Skills
International Logistics, Mortgage Lending, QC Tools, Eclipse, Microsoft Suites, International Project..., International Relations, Team Building, Leadership, Customer Service, Training, Public Speaking, Software Escrow, Mortgage Servicing, Secured Financing, Sales, Foreclosures, Customer Retention, Hospitality Industry, Customer Satisfaction, Direct Sales, Pipelines, Lead A Team, Insurance, Team Leadership, User Acceptance Testing, Quality Assurance, Time Management, Call Centers, Vendor Management, Process Improvement, Test Cases, SDLC, Business Analysis, Regression Testing, Management, Integration, Risk Management, Teamwork, Analysis, Requirements Analysis, CRM, Salesforce.com, Quality Center, Test Planning, SharePoint
Education
Palo Alto College 1993 — 1994
Mccollum 1988 — 1992
Influence QA AnalystCitiMay 2012 - Present
Citi April 2012 - Present
Modis 2012 - 2013
Wells Fargo Home Mortgage October 2011 - May 2012
HSBC 2000 - 2005
Skills
International Logistics, Mortgage Lending, QC Tools, Eclipse, Microsoft Suites, International Project..., International Relations, Team Building, Leadership, Customer Service, Training, Public Speaking, Software Escrow, Mortgage Servicing, Secured Financing, Sales, Foreclosures, Customer Retention, Hospitality Industry, Customer Satisfaction, Direct Sales, Pipelines, Lead A Team, Insurance, Team Leadership, User Acceptance Testing, Quality Assurance, Time Management, Call Centers, Vendor Management, Process Improvement, Test Cases, SDLC, Business Analysis, Regression Testing, Management, Integration, Risk Management, Teamwork, Analysis, Requirements Analysis, CRM, Salesforce.com, Quality Center, Test Planning, SharePoint
Education
Palo Alto College 1993 — 1994
Mccollum 1988 — 1992
Olivia Xiong Olivia Xiong's HSBC Experience July 2012 - August 2012
Job Research Intern at Geller & Company
Industry Financial Services
Experience
Geller & Company February 2013 - Present
HSBC July 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Financial Analysis, Bloomberg Terminal, Valuation, Data Analysis, Corporate Finance, Analysis, Equities, Fixed Income, Quantitative Analytics, Microsoft Excel
Education
Pace University - Lubin School of Business
Geller & Company February 2013 - Present
HSBC July 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Financial Analysis, Bloomberg Terminal, Valuation, Data Analysis, Corporate Finance, Analysis, Equities, Fixed Income, Quantitative Analytics, Microsoft Excel
Education
Pace University - Lubin School of Business
Nicole Ferraro's HSBC Experience June 2010 - Present
Job Customer Experience Associate at HSBC
Industry Financial Services
Experience
HSBC June 2010 - Present
HSBC January 2010 - Present
HSBC 2010 - 2011
Education
Pace University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Marketing
Quinnipiac University
International Business
HSBC June 2010 - Present
HSBC January 2010 - Present
HSBC 2010 - 2011
Education
Pace University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Marketing
Quinnipiac University
International Business
Denise Hawkins Denise Hawkins's HSBC Experience December 2007 - May 2011
Job Registration Eligible, graduate of UC Davis Medical Center Dietetic Internship
Industry Health, Wellness and Fitness
Experience
UC Davis Medical Center August 2014 - August 2015
Northern California Center for Well-Being March 2014 - August 2014
Banner Health January 2013 - December 2013
MJ Tate Consulting, LLC August 2012 - June 2013
Banner Health August 2012 - January 2013
CrossFit Full Strength August 2011 - April 2012
HSBC December 2007 - May 2011
JPMorgan Chase May 1997 - December 2007
Skills
Cooking, Team Building, Customer Service, Microsoft Office, Fitness, Time Management, Public Speaking, Healthcare, Leadership, Nutrition, Leadership Development, Event Planning, Training, Community Outreach, Coaching, Health Education, Health Promotion, Nutrition Education, Nutritional Counseling, Research, Wellness
Education
Arizona State University 2012 — 2013
Bachelor of Science (B.S.) in Nutrition/Dietetics, Dietetics/Dietitian
Paradise Valley Community College 2011 — 2011
Worked towards a B.S. in Nutrition/Dietetics
University of California, Santa Barbara
Bachelor of Arts (B.A.), Double Major: Cultural Anthropology and Black Studies
UC Davis Medical Center August 2014 - August 2015
Northern California Center for Well-Being March 2014 - August 2014
Banner Health January 2013 - December 2013
MJ Tate Consulting, LLC August 2012 - June 2013
Banner Health August 2012 - January 2013
CrossFit Full Strength August 2011 - April 2012
HSBC December 2007 - May 2011
JPMorgan Chase May 1997 - December 2007
Skills
Cooking, Team Building, Customer Service, Microsoft Office, Fitness, Time Management, Public Speaking, Healthcare, Leadership, Nutrition, Leadership Development, Event Planning, Training, Community Outreach, Coaching, Health Education, Health Promotion, Nutrition Education, Nutritional Counseling, Research, Wellness
Education
Arizona State University 2012 — 2013
Bachelor of Science (B.S.) in Nutrition/Dietetics, Dietetics/Dietitian
Paradise Valley Community College 2011 — 2011
Worked towards a B.S. in Nutrition/Dietetics
University of California, Santa Barbara
Bachelor of Arts (B.A.), Double Major: Cultural Anthropology and Black Studies
Giselle Washburn's HSBC Experience May 2015 - Present
Job Analyst Channel Development at HSBC
Industry Nonprofit Organization Management
Experience
HSBC May 2015 - Present
HSBC November 2014 - Present
PathSeeker Center January 2005 - Present
Greenway Health September 2012 - October 2014
Ceridian (Military One Source) 2009 - 2011
Life Connections Counseling Center February 2002 - April 2007
Skills
Leadership Development, Training, Employee Training, Psychotherapy, Mental Health Counseling, Mental Health, Organizational..., New Hire Training, Behavioral Health, Software Documentation, Policy, Microsoft Office, Human Resources, PowerPoint, Technical Writing, Technical Documentation, Training & Development, HR Policies, Procedure Development, Training New Employees, Training New Hires, Training Skills, online training, New Hire Orientation, Staff Mentoring, Training Staff, Visio, Word, Excel, Access, SharePoint, Live Meeting, Presenter, Adobe, SnagIt, Wordpress, Outlook, Photoshop, Speaking Engagements, Training Delivery, E-learning, E-learning Development, Surveys, Survey Development, Lean Sigma, Learning Management, Assessment, Counseling, Advisory Boards, Quality Assurance
Education
Palm Beach Atlantic University 1996 — 1998
MS, Counseling Psychology
Palm Beach Atlantic University 1992 — 1996
BA, Psychology
HSBC May 2015 - Present
HSBC November 2014 - Present
PathSeeker Center January 2005 - Present
Greenway Health September 2012 - October 2014
Ceridian (Military One Source) 2009 - 2011
Life Connections Counseling Center February 2002 - April 2007
Skills
Leadership Development, Training, Employee Training, Psychotherapy, Mental Health Counseling, Mental Health, Organizational..., New Hire Training, Behavioral Health, Software Documentation, Policy, Microsoft Office, Human Resources, PowerPoint, Technical Writing, Technical Documentation, Training & Development, HR Policies, Procedure Development, Training New Employees, Training New Hires, Training Skills, online training, New Hire Orientation, Staff Mentoring, Training Staff, Visio, Word, Excel, Access, SharePoint, Live Meeting, Presenter, Adobe, SnagIt, Wordpress, Outlook, Photoshop, Speaking Engagements, Training Delivery, E-learning, E-learning Development, Surveys, Survey Development, Lean Sigma, Learning Management, Assessment, Counseling, Advisory Boards, Quality Assurance
Education
Palm Beach Atlantic University 1996 — 1998
MS, Counseling Psychology
Palm Beach Atlantic University 1992 — 1996
BA, Psychology
Kevin Shively Kevin Shively's HSBC Experience December 2010 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
PRA Group (Nasdaq: PRAA) June 2014 - June 2015
HSBC December 2010 - April 2013
HSBC August 2009 - November 2010
HSBC October 2002 - July 2009
Skills
Six Sigma Green Belt, Process Improvement, Management, Risk Management, Leadership, Analysis, Call Centers, Portfolio Management, Credit, Financial Services, Banking
Education
Regent University 2015 — 2017
Master of Arts in Organizational Leadership, Business and Leadership
Penn State University 1995 — 1999
Bachelor of Science (BS), Hotel, Restaurant, and Instituational Management
PRA Group (Nasdaq: PRAA) June 2014 - June 2015
HSBC December 2010 - April 2013
HSBC August 2009 - November 2010
HSBC October 2002 - July 2009
Skills
Six Sigma Green Belt, Process Improvement, Management, Risk Management, Leadership, Analysis, Call Centers, Portfolio Management, Credit, Financial Services, Banking
Education
Regent University 2015 — 2017
Master of Arts in Organizational Leadership, Business and Leadership
Penn State University 1995 — 1999
Bachelor of Science (BS), Hotel, Restaurant, and Instituational Management
Tracyann Ayala Tracyann Ayala's HSBC Experience 2004 - 2012
Job Adjunct Professor at Nassau Community College
Industry Banking
Experience
HSBC 2004 - 2012
BNY Mellon 1998 - 2004
BNY Mellon 1993 - 1998
Skills
Leadership, Blended Learning, Banking, Technical Training, Program Management, Learning Management, Financial Services, Distance Learning, Curriculum Design, Hands-on Training, Management, Fund Administration, Adult Education, Cash Management, AML, Equities, Business Analysis, Mutual Funds, Relationship Management, Derivatives, Global Delivery, Deliver Presentations..., Risk Management, Change Management, Hedge Funds, Portfolio Management, Securities, Software Training, Bloomberg, Fixed Income, Effective Program...
Education
Pace University - Lubin School of Business 2013 — 2017
Doctorate of Professional Studies, Finance
Pace University - Lubin School of Business 1998 — 2001
MBA, Financial Management; International Business
BROOKLYN COLLEGE 1989 — 1993
Bachelor of Science, Accounting
FRIESEN, KAYE AND ASSOCIATES
HSBC 2004 - 2012
BNY Mellon 1998 - 2004
BNY Mellon 1993 - 1998
Skills
Leadership, Blended Learning, Banking, Technical Training, Program Management, Learning Management, Financial Services, Distance Learning, Curriculum Design, Hands-on Training, Management, Fund Administration, Adult Education, Cash Management, AML, Equities, Business Analysis, Mutual Funds, Relationship Management, Derivatives, Global Delivery, Deliver Presentations..., Risk Management, Change Management, Hedge Funds, Portfolio Management, Securities, Software Training, Bloomberg, Fixed Income, Effective Program...
Education
Pace University - Lubin School of Business 2013 — 2017
Doctorate of Professional Studies, Finance
Pace University - Lubin School of Business 1998 — 2001
MBA, Financial Management; International Business
BROOKLYN COLLEGE 1989 — 1993
Bachelor of Science, Accounting
FRIESEN, KAYE AND ASSOCIATES
László Dobos László Dobos's HSBC Experience December 2003 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
EOS Matrix May 2012 - January 2014
HSBC December 2003 - April 2012
Skills
Retail Banking, Compliance, Fraud, Banking Law, CRM, Data Protection Act, Collections, Work-Out, Credit
Education
Pázmány Péter Katolikus Egyetem
lawyer
EOS Matrix May 2012 - January 2014
HSBC December 2003 - April 2012
Skills
Retail Banking, Compliance, Fraud, Banking Law, CRM, Data Protection Act, Collections, Work-Out, Credit
Education
Pázmány Péter Katolikus Egyetem
lawyer
John Motto, MBA John Motto, MBA's HSBC Experience August 2006 - December 2006
Job Client Finance, Financial Analyst, FP&A, Research Analyst, Sales Analyst, Budget Manager, Revenue Analyst
Industry Broadcast Media
Experience
Resolution Media August 2013 - Present
Maxus Global March 2012 - September 2014
M. Shanken Communications January 2009 - March 2012
Merrill Lynch January 2008 - August 2008
HSBC August 2006 - December 2006
Skills
Financial Analysis, Forecasting, Market Research, Sales Management, Equity Research, Pricing, Research, Strategic Planning, Budget, Data Analysis, Analysis, Contract Negotiation, Financial Modeling, Budgets, Competitive Analysis, Management, Marketing, Microsoft Excel, Finance, Microsoft Office
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment & Financial Management
State University of New York College at Brockport 2004 — 2008
Bachelor's of Science, International Business and Economics
Proctor High School
Resolution Media August 2013 - Present
Maxus Global March 2012 - September 2014
M. Shanken Communications January 2009 - March 2012
Merrill Lynch January 2008 - August 2008
HSBC August 2006 - December 2006
Skills
Financial Analysis, Forecasting, Market Research, Sales Management, Equity Research, Pricing, Research, Strategic Planning, Budget, Data Analysis, Analysis, Contract Negotiation, Financial Modeling, Budgets, Competitive Analysis, Management, Marketing, Microsoft Excel, Finance, Microsoft Office
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment & Financial Management
State University of New York College at Brockport 2004 — 2008
Bachelor's of Science, International Business and Economics
Proctor High School
Van Bateski's HSBC Experience 2003 - 2007
Job Director Wells Fargo
Industry Banking
Experience
Wells Fargo January 2008 - Present
HSBC 2003 - 2007
Conseco Finance 2001 - 2003
CIT 1999 - 2001
EquiCredit Corp 1993 - 1999
Skills
Management, Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Mortgage Lending, Credit Analysis, Mortgage Banking
Education
Penn State University 1984 — 1988
Bachelor of Science, Business Management
Wells Fargo January 2008 - Present
HSBC 2003 - 2007
Conseco Finance 2001 - 2003
CIT 1999 - 2001
EquiCredit Corp 1993 - 1999
Skills
Management, Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Mortgage Lending, Credit Analysis, Mortgage Banking
Education
Penn State University 1984 — 1988
Bachelor of Science, Business Management
Akhilesh Mittal's HSBC Experience July 2005 - 2007
Job Database and ETL consultant at TD Securities (Risk Technology)
Industry Computer Software
Experience
Akhirti Technologies 2011 - Present
TD Securities (Risk technologies) March 2012 - Present
IBM Global Services May 2011 - March 2012
Manulife Financial (consultant) July 2009 - May 2011
BCAA (AAA) July 2007 - July 2009
HSBC July 2005 - 2007
Avesta Comupters February 2004 - May 2005
Davlin Sw Pvt Ltd 2003 - 2004
Skills
DB2, Capacity Planning, Performance Tuning, AIX, Solaris, Virtualization, Linux, Data Warehousing, Data Modeling, SQL Tuning, ETL, Databases, Unix, SQL, Shell Scripting, SAN, Disaster Recovery, Database Design, Unix Shell Scripting, Requirements Gathering, Software Development, Erwin, Enterprise Architecture, PL/SQL, Replication, SDLC, Business Intelligence, High Availability, ITIL, Testing, Software Project..., COBOL, Requirements Analysis, Agile Methodologies, Database Administration, Microsoft SQL Server, Architecture, Data Warehouse..., OLAP, ERP, Solution Architecture, Oracle, SOA, Systems Analysis, Business Requirements, Data Migration, Informatica
Education
BIT Durg 1997 — 2001
BE, Electrical Engineering
Pandit Ravishankar Shukla University 1997 — 2001
BE, Electrical engineering
Akhirti Technologies 2011 - Present
TD Securities (Risk technologies) March 2012 - Present
IBM Global Services May 2011 - March 2012
Manulife Financial (consultant) July 2009 - May 2011
BCAA (AAA) July 2007 - July 2009
HSBC July 2005 - 2007
Avesta Comupters February 2004 - May 2005
Davlin Sw Pvt Ltd 2003 - 2004
Skills
DB2, Capacity Planning, Performance Tuning, AIX, Solaris, Virtualization, Linux, Data Warehousing, Data Modeling, SQL Tuning, ETL, Databases, Unix, SQL, Shell Scripting, SAN, Disaster Recovery, Database Design, Unix Shell Scripting, Requirements Gathering, Software Development, Erwin, Enterprise Architecture, PL/SQL, Replication, SDLC, Business Intelligence, High Availability, ITIL, Testing, Software Project..., COBOL, Requirements Analysis, Agile Methodologies, Database Administration, Microsoft SQL Server, Architecture, Data Warehouse..., OLAP, ERP, Solution Architecture, Oracle, SOA, Systems Analysis, Business Requirements, Data Migration, Informatica
Education
BIT Durg 1997 — 2001
BE, Electrical Engineering
Pandit Ravishankar Shukla University 1997 — 2001
BE, Electrical engineering
Chris Somma's HSBC Experience December 2014 - Present
Job Vice President, Senior Regulatory Relationship Manager, HSBC
Industry Banking
Experience
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
HSBC December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Federal Reserve Bank of New York July 2008 - October 2012
Geller & Company November 2007 - June 2008
Bear Stearns November 2005 - November 2007
Morgan Stanley August 1998 - November 2005
TIAA-CREF March 1997 - August 1998
Skills
Equities, Risk Management, Banking, Operational Risk..., Trading, Series 7, Financial Regulation, Compliance, Series 63, Regulatory Examinations, Quality Assurance, Testing, Middle Office, Foreign Exchange, Management, Strategic Financial..., Investments, Fixed Income, Capital Markets, Emerging Markets, Finance, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York College at Buffalo 1988 — 1993
BA, International Business
Richard Shu's HSBC Experience June 2013 - Present
Job HSBC Bank (USA) VP Premiere Relationship Manager
Industry Financial Services
Experience
HSBC June 2013 - Present
Citibank May 2003 - February 2013
Skills
Credit, Retail Banking, Commercial Banking, Consumer Lending, Banking, Investments
Education
Peking University 1984 — 1989
HSBC June 2013 - Present
Citibank May 2003 - February 2013
Skills
Credit, Retail Banking, Commercial Banking, Consumer Lending, Banking, Investments
Education
Peking University 1984 — 1989
Lynn Ye's HSBC Experience March 2002 - Present
Job Director, Credit Risk Management at HSBC
Industry Financial Services
Experience
HSBC March 2002 - Present
Experian 2000 - 2002
Discover Financial Services 1997 - 2000
Skills
Financial Analysis, Banking, Credit Risk, Portfolio Management, Credit Cards, Analytics, Financial Modeling, Risk Management, Management, Business Analysis, Financial Services, Financial Risk, Credit
Education
The University of Chicago Booth School of Business
MBA
Peking University
B.A.
HSBC March 2002 - Present
Experian 2000 - 2002
Discover Financial Services 1997 - 2000
Skills
Financial Analysis, Banking, Credit Risk, Portfolio Management, Credit Cards, Analytics, Financial Modeling, Risk Management, Management, Business Analysis, Financial Services, Financial Risk, Credit
Education
The University of Chicago Booth School of Business
MBA
Peking University
B.A.
Steve Chen, Ph.D., CFA's HSBC Experience August 2006 - December 2010
Job Vice President at Dexia Credit Local
Industry Financial Services
Experience
Dexia Credit Local December 2010 - Present
HSBC August 2006 - December 2010
Skills
Fixed Income, Interest Rate..., Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Portfolio Management, Valuation, Trading, Options, Trading Systems, Risk Management, Investments
Education
University of Illinois at Urbana-Champaign 2001 — 2006
Doctor of Philosophy (PhD), Economics
Peking University 1994 — 1998
Bachelor's degree, Economics
Dexia Credit Local December 2010 - Present
HSBC August 2006 - December 2010
Skills
Fixed Income, Interest Rate..., Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Portfolio Management, Valuation, Trading, Options, Trading Systems, Risk Management, Investments
Education
University of Illinois at Urbana-Champaign 2001 — 2006
Doctor of Philosophy (PhD), Economics
Peking University 1994 — 1998
Bachelor's degree, Economics
Richard Perricone's HSBC Experience May 2009 - December 2009
Job Office Manager/FX specialist
Industry Financial Services
Experience
International Brain Research Foundation January 2011 - May 2013
Expressway Courier February 2003 - March 2012
HSBC May 2009 - December 2009
Calyon Financial March 2004 - May 2005
UBS Warburg May 1995 - November 2002
National Australia Bank August 1990 - July 1994
Skills
Trading
Education
Pace University 1981 — 2000
B.A, Business Administration; Accounting, Finance, and Math
Pace University - Lubin School of Business 1981 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
International Brain Research Foundation January 2011 - May 2013
Expressway Courier February 2003 - March 2012
HSBC May 2009 - December 2009
Calyon Financial March 2004 - May 2005
UBS Warburg May 1995 - November 2002
National Australia Bank August 1990 - July 1994
Skills
Trading
Education
Pace University 1981 — 2000
B.A, Business Administration; Accounting, Finance, and Math
Pace University - Lubin School of Business 1981 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Yana Grodskaya's HSBC Experience March 2010 - July 2010
Job Human Resources Senior Generalist
Industry Financial Services
Experience
CANTOR FITZGERALD/BGC PARTNERS July 2010 - Present
HSBC March 2010 - July 2010
Time Warner Cable September 2009 - November 2009
Sumitomo Mitsui Banking Corporation February 2008 - January 2009
MJHS June 2007 - September 2007
Skills
Onboarding, Recruiting, Applicant Tracking..., Human Resources, Employee Relations, Employee Benefits, New Hire Orientations, Personnel Management, Interviews, PeopleSoft, Temporary Placement
Education
Pace University
Rutgers University 2002 — 2006
Rutgers University
Bachelor of Arts, Psychology
Brooklyn Tech High School
CANTOR FITZGERALD/BGC PARTNERS July 2010 - Present
HSBC March 2010 - July 2010
Time Warner Cable September 2009 - November 2009
Sumitomo Mitsui Banking Corporation February 2008 - January 2009
MJHS June 2007 - September 2007
Skills
Onboarding, Recruiting, Applicant Tracking..., Human Resources, Employee Relations, Employee Benefits, New Hire Orientations, Personnel Management, Interviews, PeopleSoft, Temporary Placement
Education
Pace University
Rutgers University 2002 — 2006
Rutgers University
Bachelor of Arts, Psychology
Brooklyn Tech High School
Jeanne Suber's HSBC Experience 2006 - 2008
Job VP Sr Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Bank of America October 2010 - Present
Bank of America February 2008 - December 2010
HSBC - Decision One Mortgage 2006 - 2008
HSBC 2006 - 2008
Freddie Mac July 2000 - September 2005
PwC Consulting 1989 - 2000
Skills
Financial Analysis, Management, Banking, Risk Management, Financial Modeling, Planning Budgeting &..., Finance, Credit Risk, Credit Analysis, Credit, Loans, Leadership, Financial Risk
Education
The George Washington University 2003 — 2004
Project Management
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Business Logistics
Bank of America August 2012 - Present
Bank of America October 2010 - Present
Bank of America February 2008 - December 2010
HSBC - Decision One Mortgage 2006 - 2008
HSBC 2006 - 2008
Freddie Mac July 2000 - September 2005
PwC Consulting 1989 - 2000
Skills
Financial Analysis, Management, Banking, Risk Management, Financial Modeling, Planning Budgeting &..., Finance, Credit Risk, Credit Analysis, Credit, Loans, Leadership, Financial Risk
Education
The George Washington University 2003 — 2004
Project Management
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Business Logistics
Raymond Samori's HSBC Experience 1985 - 1993
Job VP Funds Due Diligence & Control at HSBC Securities
Industry Financial Services
Experience
HSBC Securities July 2013 - Present
Nomura Holding America Inc. August 1998 - April 2013
Barclays Capital October 1995 - August 1998
HSBC Securities 1985 - 1994
HSBC 1985 - 1993
Skills
Financial Institutions, Capital Markets, Structured Products, Hedge Funds, REIT, Swaps, Derivatives, Fixed Income, Market Risk, Securitization, Credit Derivatives, Investment Banking, MBS, Structured Finance
Education
Pace University 1991 — 1994
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA, Economics
CPHS
HSBC Securities July 2013 - Present
Nomura Holding America Inc. August 1998 - April 2013
Barclays Capital October 1995 - August 1998
HSBC Securities 1985 - 1994
HSBC 1985 - 1993
Skills
Financial Institutions, Capital Markets, Structured Products, Hedge Funds, REIT, Swaps, Derivatives, Fixed Income, Market Risk, Securitization, Credit Derivatives, Investment Banking, MBS, Structured Finance
Education
Pace University 1991 — 1994
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA, Economics
CPHS
Manish Uppal's HSBC Experience January 2007 - February 2011
Job Project Reporting Manager
Industry Financial Services
Experience
Nielsen March 2011 - Present
HSBC January 2007 - February 2011
EY February 2005 - December 2006
Glatfelter Insurance Group May 2004 - December 2004
Skills
Vendor Management, Program Management, Business Strategy, Business Analysis, Management, Leadership, SDLC, Business Development, Strategy, Business Intelligence, Strategic Planning, Project Management, Business Process..., Software Project..., Disaster Recovery, Cross-functional Team..., Manual Testing, Regression Testing, Six Sigma, Outsourcing, Offshoring, Information Technology
Education
The George Washington University
Master's Degree, Masters Certified Business Analyst (MCBA)
The George Washington University
Certified Business Analyst (CBA), Business Analysis
York College of Pennsylvania
Master of Business Administration (M.B.A.), Management Information Systems
Penn State University
Bachelor's Degree, Information Systems
Nielsen March 2011 - Present
HSBC January 2007 - February 2011
EY February 2005 - December 2006
Glatfelter Insurance Group May 2004 - December 2004
Skills
Vendor Management, Program Management, Business Strategy, Business Analysis, Management, Leadership, SDLC, Business Development, Strategy, Business Intelligence, Strategic Planning, Project Management, Business Process..., Software Project..., Disaster Recovery, Cross-functional Team..., Manual Testing, Regression Testing, Six Sigma, Outsourcing, Offshoring, Information Technology
Education
The George Washington University
Master's Degree, Masters Certified Business Analyst (MCBA)
The George Washington University
Certified Business Analyst (CBA), Business Analysis
York College of Pennsylvania
Master of Business Administration (M.B.A.), Management Information Systems
Penn State University
Bachelor's Degree, Information Systems
Jacob Leh's HSBC Experience June 2006 - March 2008
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture March 2008 - Present
HSBC June 2006 - March 2008
Skills
Business Transformation, Business Process Design, Project Management, Business Analysis, Process Improvement, Enterprise Architecture, System Deployment, Requirements Analysis, Consulting, Project Delivery, Power Utilities, Business Process..., Program Management, IT Strategy, Management, Management Consulting, Business Process, Strategy
Education
Penn State University 2002 — 2006
BA, Economics and International Politics
Penn State University
Accenture March 2008 - Present
HSBC June 2006 - March 2008
Skills
Business Transformation, Business Process Design, Project Management, Business Analysis, Process Improvement, Enterprise Architecture, System Deployment, Requirements Analysis, Consulting, Project Delivery, Power Utilities, Business Process..., Program Management, IT Strategy, Management, Management Consulting, Business Process, Strategy
Education
Penn State University 2002 — 2006
BA, Economics and International Politics
Penn State University
Steve Wallis, PMP's HSBC Experience December 1988 - August 1996
Job Vice President / IT Project Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 2008 - Present
Goldman Sachs August 1998 - February 2008
Pinkerton Computer Consultants August 1996 - February 2004
Fidelity Investments February 1998 - August 1998
Verizon August 1996 - February 1998
HSBC December 1988 - August 1996
Midland Bank 1988 - 1996
OCL 1984 - 1988
Skills
VSAM, JCL, SDLC, CICS, Mainframe, COBOL, TSO, DB2, Application Development, Unix, Integration, Software Development, Database Design, Business Analysis, PMP, SharePoint, Visio, Databases
Education
Pace University 2009 — 2010
Software Engineering
University of Southampton 1977 — 1980
BSc, Mathematics
Bank of New York Mellon September 2008 - Present
Goldman Sachs August 1998 - February 2008
Pinkerton Computer Consultants August 1996 - February 2004
Fidelity Investments February 1998 - August 1998
Verizon August 1996 - February 1998
HSBC December 1988 - August 1996
Midland Bank 1988 - 1996
OCL 1984 - 1988
Skills
VSAM, JCL, SDLC, CICS, Mainframe, COBOL, TSO, DB2, Application Development, Unix, Integration, Software Development, Database Design, Business Analysis, PMP, SharePoint, Visio, Databases
Education
Pace University 2009 — 2010
Software Engineering
University of Southampton 1977 — 1980
BSc, Mathematics
Dolores Marinelli's HSBC Experience 2004 - 2012
Job AVP Marketing Communications Manager at Chubb & Son
Industry Financial Services
Experience
Chubb & Son April 2012 - Present
HSBC 2004 - 2012
HSBC September 2004 - March 2009
American Express 1997 - 2004
JPMorgan Chase April 1988 - December 1996
Joule Inc. August 1987 - February 1988
Skills
Relationship Management, Customer Acquisition, Credit Cards, Financial Services, Direct Marketing, Database Marketing, Cross-functional Team..., Segmentation, Analytics, Strategy, Competitive Analysis, Marketing, Training, Market Research, Management, Marketing Strategy, Marketing Communications, Integrated Marketing
Education
Pace University - Lubin School of Business
BBA, Management Science; Math and Applied Statistics
Chubb & Son April 2012 - Present
HSBC 2004 - 2012
HSBC September 2004 - March 2009
American Express 1997 - 2004
JPMorgan Chase April 1988 - December 1996
Joule Inc. August 1987 - February 1988
Skills
Relationship Management, Customer Acquisition, Credit Cards, Financial Services, Direct Marketing, Database Marketing, Cross-functional Team..., Segmentation, Analytics, Strategy, Competitive Analysis, Marketing, Training, Market Research, Management, Marketing Strategy, Marketing Communications, Integrated Marketing
Education
Pace University - Lubin School of Business
BBA, Management Science; Math and Applied Statistics
Bindu George's HSBC Experience 1993 - 1995
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2002 - Present
Charles Schwab 1996 - 2000
HSBC 1993 - 1995
Education
Pace University - Lubin School of Business 1991 — 1993
Marymount College 1987 — 1991
B.S, Business and History
Sacred Heart Academy
JPMorgan Chase April 2002 - Present
Charles Schwab 1996 - 2000
HSBC 1993 - 1995
Education
Pace University - Lubin School of Business 1991 — 1993
Marymount College 1987 — 1991
B.S, Business and History
Sacred Heart Academy
Sal Parascandola's HSBC Experience December 1991 - October 1992
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Vaseem Contractor's HSBC Experience June 1989 - August 1992
Job Independent Financial Services Professional
Industry Financial Services
Experience
U.S. Mortgage Reduction, Inc September 2005 - Present
AIGGIC June 1993 - December 2001
HSBC June 1989 - August 1992
Chase Manhattan Bank 1969 - 1984
Bank of India 1962 - 1965
Skills
Customer Service, Budgets, Investments, Strategic Planning, Wealth Management, Analysis, Strategic Financial..., Business Development, New Business Development, Business Strategy, Management Consulting, Leadership, Sales Management, Business Analysis, Marketing, Microsoft Excel, Project Management, Public Speaking, Risk Management
Education
Pace University 1966 — 1968
MBA, Public Relations
University of Mumbai 1956 — 1960
B.A. (Hons), History
Vaseem G Contractor
U.S. Mortgage Reduction, Inc September 2005 - Present
AIGGIC June 1993 - December 2001
HSBC June 1989 - August 1992
Chase Manhattan Bank 1969 - 1984
Bank of India 1962 - 1965
Skills
Customer Service, Budgets, Investments, Strategic Planning, Wealth Management, Analysis, Strategic Financial..., Business Development, New Business Development, Business Strategy, Management Consulting, Leadership, Sales Management, Business Analysis, Marketing, Microsoft Excel, Project Management, Public Speaking, Risk Management
Education
Pace University 1966 — 1968
MBA, Public Relations
University of Mumbai 1956 — 1960
B.A. (Hons), History
Vaseem G Contractor
Alicia Marrero's HSBC Experience 2001 - Present
Job senior vice president at hsbc
Industry Banking
Experience
HSBC Private Bank 2002 - Present
HSBC 2001 - Present
Chase Manhattan Bank 1990 - 2000
Skills
Fixed Income, Private Banking, Banking, Investments, Wealth Management..., High Net Worth..., Portfolio Management, Hedge Funds, Structured Products, Series 7, Equities, Wealth Management, Alternative Investments, Investment Advisory, Capital Markets, Mutual Funds, Securities, Derivatives, Asset Allocation, Asset Management, Bonds, Financial Services, Emerging Markets, Financial Markets, FX Options, Investment Banking, Investment Management, Investment Strategies, Series 63
Education
Pace University - Lubin School of Business 1974 — 1978
HSBC Private Bank 2002 - Present
HSBC 2001 - Present
Chase Manhattan Bank 1990 - 2000
Skills
Fixed Income, Private Banking, Banking, Investments, Wealth Management..., High Net Worth..., Portfolio Management, Hedge Funds, Structured Products, Series 7, Equities, Wealth Management, Alternative Investments, Investment Advisory, Capital Markets, Mutual Funds, Securities, Derivatives, Asset Allocation, Asset Management, Bonds, Financial Services, Emerging Markets, Financial Markets, FX Options, Investment Banking, Investment Management, Investment Strategies, Series 63
Education
Pace University - Lubin School of Business 1974 — 1978
Kenneth Caffrey's HSBC Experience February 2015 - Present
Job Director at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
Modern Bank, N.A. April 2012 - February 2015
Royal Bank of Scotland February 2009 - March 2012
Royal Bank of Scotland February 2005 - February 2009
Bear, Stearns & Co. 2002 - 2005
Deutsche Bank August 1998 - June 2000
Lehman Brothers May 1996 - August 1998
AT&T September 1995 - May 1996
Skills
Leveraged Finance, Financial Modeling, Private Equity, Due Diligence, Financial Structuring, Structured Finance, Valuation, LBO, Capital Markets, Syndications, Credit Analysis, Portfolio Management, Deal Sourcing, Manage Client..., Credit, Restructuring, Loans, Strategy, Project Finance, Emerging Markets, Middle Market, Corporate Finance, Managing Agency..., Investments, Finance, Investment Banking, Fixed Income, Financial Analysis
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1991 — 1995
BS, Finance and International Business
HSBC February 2015 - Present
Modern Bank, N.A. April 2012 - February 2015
Royal Bank of Scotland February 2009 - March 2012
Royal Bank of Scotland February 2005 - February 2009
Bear, Stearns & Co. 2002 - 2005
Deutsche Bank August 1998 - June 2000
Lehman Brothers May 1996 - August 1998
AT&T September 1995 - May 1996
Skills
Leveraged Finance, Financial Modeling, Private Equity, Due Diligence, Financial Structuring, Structured Finance, Valuation, LBO, Capital Markets, Syndications, Credit Analysis, Portfolio Management, Deal Sourcing, Manage Client..., Credit, Restructuring, Loans, Strategy, Project Finance, Emerging Markets, Middle Market, Corporate Finance, Managing Agency..., Investments, Finance, Investment Banking, Fixed Income, Financial Analysis
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1991 — 1995
BS, Finance and International Business
Ying (Helen) Huang's HSBC Experience August 2013 - Present
Job Senior Audit Manager, CAMS, CCRP, CIA, CPA, CFA
Industry Banking
Experience
HSBC August 2013 - Present
Deutsche Bank February 2012 - July 2013
Deutsche Bank March 2010 - February 2012
Ernst & Young LLP April 2006 - March 2010
Deloitte & Touche July 2003 - April 2006
PricewaterhouseCoopers November 2000 - August 2002
Skills
US GAAP, IFRS, SOX, Financial Control, Internal Audit, M&A due diligence, Internal Controls, Sarbanes-Oxley Act, Financial Audits, Auditing, Due Diligence, Finance, Accounting, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Process Improvement, Risk Assessment, Mergers & Acquisitions, CPA, Financial Risk, Sarbanes-Oxley, Financial Services, Enterprise Risk..., Private Equity, Corporate Finance, SEC filings, External Audit, Strategy
Education
Pace University - Lubin School of Business 2013 — 2014
Certified Compliance & Regulatory Professional, Compliance
University of Illinois at Urbana-Champaign 2002 — 2003
Master, Accounting
Renmin University 1996 — 2000
Bachelor, Accounting
HSBC August 2013 - Present
Deutsche Bank February 2012 - July 2013
Deutsche Bank March 2010 - February 2012
Ernst & Young LLP April 2006 - March 2010
Deloitte & Touche July 2003 - April 2006
PricewaterhouseCoopers November 2000 - August 2002
Skills
US GAAP, IFRS, SOX, Financial Control, Internal Audit, M&A due diligence, Internal Controls, Sarbanes-Oxley Act, Financial Audits, Auditing, Due Diligence, Finance, Accounting, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Process Improvement, Risk Assessment, Mergers & Acquisitions, CPA, Financial Risk, Sarbanes-Oxley, Financial Services, Enterprise Risk..., Private Equity, Corporate Finance, SEC filings, External Audit, Strategy
Education
Pace University - Lubin School of Business 2013 — 2014
Certified Compliance & Regulatory Professional, Compliance
University of Illinois at Urbana-Champaign 2002 — 2003
Master, Accounting
Renmin University 1996 — 2000
Bachelor, Accounting
Chris Bracco's HSBC Experience April 2008 - Present
Job Senior Vice President at HSBC
Industry Capital Markets
Experience
HSBC April 2008 - Present
DB Advisors Hedge Fund Group 2003 - 2008
Skills
FX Hedging, FX trading, Currency, Sales, Hedge Accounting, Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Alternative Investments, Asset Managment, Risk Assessment, Emerging Markets, Electronic Trading, Bloomberg Terminal, Prime Brokerage, EFP, Investments, Asset Management, Commodity, Equities, FX Trading, Hedging, Trading, Portfolio Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Finance
Seton Hall University 1992 — 1996
BS, Accounting
HSBC April 2008 - Present
DB Advisors Hedge Fund Group 2003 - 2008
Skills
FX Hedging, FX trading, Currency, Sales, Hedge Accounting, Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Alternative Investments, Asset Managment, Risk Assessment, Emerging Markets, Electronic Trading, Bloomberg Terminal, Prime Brokerage, EFP, Investments, Asset Management, Commodity, Equities, FX Trading, Hedging, Trading, Portfolio Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Finance
Seton Hall University 1992 — 1996
BS, Accounting
Donny Tong's HSBC Experience April 2014 - Present
Job Vice President, Senior Client Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC April 2014 - Present
Wells Fargo June 2006 - April 2014
The Bank of New York June 2002 - June 2006
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
HSBC April 2014 - Present
Wells Fargo June 2006 - April 2014
The Bank of New York June 2002 - June 2006
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Meredith Wong's HSBC Experience September 2015 - Present
Job Senior Audit Manager at HSBC
Industry Banking
Experience
HSBC September 2015 - Present
Deutsche Bank July 2015 - September 2015
GE Capital April 2012 - July 2015
Citi April 2011 - April 2012
Citi March 2006 - April 2011
Citi April 2004 - March 2006
The Corcoran Group July 2001 - April 2004
Skills
Banking, Operational Risk, Anti Money Laundering, Financial Risk, Financial Services, Risk Management, Financial Analysis, Capital Markets, Auditing, Internal Controls, Enterprise Risk..., AML, Internal Audit, Operational Risk...
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration, Management Information System
HSBC September 2015 - Present
Deutsche Bank July 2015 - September 2015
GE Capital April 2012 - July 2015
Citi April 2011 - April 2012
Citi March 2006 - April 2011
Citi April 2004 - March 2006
The Corcoran Group July 2001 - April 2004
Skills
Banking, Operational Risk, Anti Money Laundering, Financial Risk, Financial Services, Risk Management, Financial Analysis, Capital Markets, Auditing, Internal Controls, Enterprise Risk..., AML, Internal Audit, Operational Risk...
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration, Management Information System
Sean Barry's HSBC Experience May 1991 - October 1996
Job Principal / MatadorFX LLC
Industry Investment Management
Experience
MatadorFX LLC July 2010 - Present
Prudential Financial May 2002 - July 2010
WestLB October 1996 - January 2002
HSBC May 1991 - October 1996
Skills
Trading, FX Options, Options, Commodity, Financial Markets, Capital Markets, Hedge Funds, Foreign Exchange, Fixed Income, Equities, Technical Analysis, Electronic Trading, Investments, Currency
Education
Pace University - Lubin School of Business
Seton Hall Prep
University of Maryland College Park
MatadorFX LLC July 2010 - Present
Prudential Financial May 2002 - July 2010
WestLB October 1996 - January 2002
HSBC May 1991 - October 1996
Skills
Trading, FX Options, Options, Commodity, Financial Markets, Capital Markets, Hedge Funds, Foreign Exchange, Fixed Income, Equities, Technical Analysis, Electronic Trading, Investments, Currency
Education
Pace University - Lubin School of Business
Seton Hall Prep
University of Maryland College Park
Haiying Liu's HSBC Experience October 2004 - May 2009
Job VP at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2010 - Present
IMS Health May 2009 - July 2010
HSBC October 2004 - May 2009
Educational Testing Service September 2001 - September 2004
Skills
SAS, SAS programming, Credit Risk, Predictive Modeling, Risk Management, Statistical Modeling, Credit Cards, Analytics, Data Analysis, Financial Risk, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1999 — 2001
Master, Statistics
Peking University 1995 — 1999
Bachelor, Economics, Psychology
JP Morgan Chase July 2010 - Present
IMS Health May 2009 - July 2010
HSBC October 2004 - May 2009
Educational Testing Service September 2001 - September 2004
Skills
SAS, SAS programming, Credit Risk, Predictive Modeling, Risk Management, Statistical Modeling, Credit Cards, Analytics, Data Analysis, Financial Risk, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1999 — 2001
Master, Statistics
Peking University 1995 — 1999
Bachelor, Economics, Psychology
Derek Rossi's HSBC Experience December 2010 - September 2011
Job Mortgage & Systems Analyst Professional at Capital One Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2013 - February 2014
Capital One Home Loans September 2011 - April 2013
HSBC December 2010 - September 2011
WPS MARKETING AND CONSULTING, LLC May 2009 - December 2010
JPMorgan Chase May 2007 - May 2009
FREMONT INVESTMENT & LOAN HOME MORTGAGES March 2005 - May 2007
ARGENT MORTGAGE CORPORATION July 2002 - August 2003
LUXMAC JUMBO MORTGAGES April 2002 - July 2002
IBM May 1991 - February 2002
Skills
Able to adapt to all..., Novice w/Excel, Word,...
Education
Pace University - Lubin School of Business 1987 — 1992
BBA, Business Mgmt, Entrepreneurship
Fox Lane 1983 — 1987
Regents Diploma, Accounting, Finance, Business & Mathematics
Wells Fargo Home Mortgage April 2013 - February 2014
Capital One Home Loans September 2011 - April 2013
HSBC December 2010 - September 2011
WPS MARKETING AND CONSULTING, LLC May 2009 - December 2010
JPMorgan Chase May 2007 - May 2009
FREMONT INVESTMENT & LOAN HOME MORTGAGES March 2005 - May 2007
ARGENT MORTGAGE CORPORATION July 2002 - August 2003
LUXMAC JUMBO MORTGAGES April 2002 - July 2002
IBM May 1991 - February 2002
Skills
Able to adapt to all..., Novice w/Excel, Word,...
Education
Pace University - Lubin School of Business 1987 — 1992
BBA, Business Mgmt, Entrepreneurship
Fox Lane 1983 — 1987
Regents Diploma, Accounting, Finance, Business & Mathematics
Boris Alishayev's HSBC Experience August 2006 - January 2009
Job Associate Director at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. April 2015 - Present
Fitch Ratings December 2013 - April 2015
Barclays Capital October 2009 - November 2013
BNP Paribas June 2009 - October 2009
HSBC August 2006 - January 2009
NewEdge Group Inc April 2004 - August 2006
Skills
Credit Risk, Hedge Funds, Private Equity, Structured Products, REITs, Risk Management, Portfolio Management, REIT, Credit, Bonds
Education
Pace University - Lubin School of Business
MBA, Investment Management
Pace University - Lubin School of Business
BBA, Finance
Kroll Bond Rating Agency, Inc. April 2015 - Present
Fitch Ratings December 2013 - April 2015
Barclays Capital October 2009 - November 2013
BNP Paribas June 2009 - October 2009
HSBC August 2006 - January 2009
NewEdge Group Inc April 2004 - August 2006
Skills
Credit Risk, Hedge Funds, Private Equity, Structured Products, REITs, Risk Management, Portfolio Management, REIT, Credit, Bonds
Education
Pace University - Lubin School of Business
MBA, Investment Management
Pace University - Lubin School of Business
BBA, Finance
Jeff Bega's HSBC Experience October 1987 - May 2000
Job Business Development at COR Clearing
Industry Financial Services
Experience
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
Mary Rose Cascio's HSBC Experience September 2013 - Present
Job Vice President, Compliance Professional Development Officer at HSBC
Industry Human Resources
Experience
HSBC September 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
Citi September 1999 - July 2006
Skills
Leadership Development, Organizational..., Organizational Learning, Executive Coaching, Curriculum Design, MBTI, Workshop Facilitation
Education
Pace University - Lubin School of Business 1994 — 1999
Master of Business Administration (MBA), Management - Organizational Behavior
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
HSBC September 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
Citi September 1999 - July 2006
Skills
Leadership Development, Organizational..., Organizational Learning, Executive Coaching, Curriculum Design, MBTI, Workshop Facilitation
Education
Pace University - Lubin School of Business 1994 — 1999
Master of Business Administration (MBA), Management - Organizational Behavior
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Atish Shinde's HSBC Experience June 2007 - January 2010
Job Senior Manager Community Apps Development at Dassault Systèmes
Industry Information Technology and Services
Experience
Dassault Systèmes May 2014 - Present
Verizon Wireless July 2012 - March 2014
Thomson Reuters April 2010 - November 2011
HSBC June 2007 - January 2010
Symantec August 2005 - May 2007
Skills
Eclipse, Databases, HTML 5, Java Enterprise Edition, SOAP, JUnit, Android, PL/SQL, CSS, J2EE Application..., iOS development, CSS3, jQuery, J2EE Web Services, Visual Paradigm, Software Design Patterns, Mockito, PHP4/5, Grails, Groovy, Bootstrap, REST, Angular JS, EXT JS, Oracle, MySQL, Jenkins, RAD, Ant, JSON, Struts 2.0, Hibernate 3.1, Core Java, JSP, Struts, PHP
Education
Rochester Institute of Technology 2011 — 2012
MS IT, Information Technology, GPA 3.5
Padmashree Dr D. Y. Patil Vidyapeeth 2002 — 2005
Bachelor of Engineering (BE), Computer Engineering
Dassault Systèmes May 2014 - Present
Verizon Wireless July 2012 - March 2014
Thomson Reuters April 2010 - November 2011
HSBC June 2007 - January 2010
Symantec August 2005 - May 2007
Skills
Eclipse, Databases, HTML 5, Java Enterprise Edition, SOAP, JUnit, Android, PL/SQL, CSS, J2EE Application..., iOS development, CSS3, jQuery, J2EE Web Services, Visual Paradigm, Software Design Patterns, Mockito, PHP4/5, Grails, Groovy, Bootstrap, REST, Angular JS, EXT JS, Oracle, MySQL, Jenkins, RAD, Ant, JSON, Struts 2.0, Hibernate 3.1, Core Java, JSP, Struts, PHP
Education
Rochester Institute of Technology 2011 — 2012
MS IT, Information Technology, GPA 3.5
Padmashree Dr D. Y. Patil Vidyapeeth 2002 — 2005
Bachelor of Engineering (BE), Computer Engineering
Valeree Cain's HSBC Experience 1984 - 1986
Job Finance Manager at Amoy North America, Inc.
Industry Food & Beverages
Experience
Amoy North America, Inc. 1994 - 2015
Lea & Perrins 1989 - 1994
Citibank 1986 - 1989
HSBC 1984 - 1986
Chase Manhattan Corporation 1983 - 1985
Skills
Management, Forecasting, Strategic Planning, Budgets, Financial Reporting, Leadership
Education
Pace University 1984 — 1987
MBA, Finance
Amoy North America, Inc. 1994 - 2015
Lea & Perrins 1989 - 1994
Citibank 1986 - 1989
HSBC 1984 - 1986
Chase Manhattan Corporation 1983 - 1985
Skills
Management, Forecasting, Strategic Planning, Budgets, Financial Reporting, Leadership
Education
Pace University 1984 — 1987
MBA, Finance
Frank Rodriguez's HSBC Experience February 2013 - Present
Job Vice President at HSBC
Industry Banking
Experience
HSBC February 2013 - Present
Goldman Sachs February 2008 - May 2012
Goldman Sachs September 2004 - February 2008
Goldman Sachs September 2003 - September 2004
Goldman Sachs February 2003 - August 2003
Goldman Sachs August 1999 - January 2003
Skills
Hedge Fund Operations, Cash Management, Account Reconciliation, Arranged Financing, Problem Solving, Asset Services, Reengineering &..., Leadership, Custody Services, Settlements (DOM & FGN), Risk & Control..., Regulatory & Compliance, Financial Services, Risk Management, Hedge Funds, Finance, Equities, Corporate Actions, Prime Brokerage, Asset, Securities, FX Options, Middle Office, Valuation, Back Office, Options, Settlement, Electronic Trading, Trading Systems, Fixed Income, Business Intelligence, Operational Risk, Investments, Capital Markets, Financial Markets, Derivatives, Management, Operational Risk..., Trading, Asset Management, Financial Risk, Credit Derivatives, Investment Banking, Bloomberg, Equity Derivatives, Bonds, Securities Lending
Education
Pace University - Lubin School of Business 1996 — 1999
BBA, Finance, 3.4
HSBC February 2013 - Present
Goldman Sachs February 2008 - May 2012
Goldman Sachs September 2004 - February 2008
Goldman Sachs September 2003 - September 2004
Goldman Sachs February 2003 - August 2003
Goldman Sachs August 1999 - January 2003
Skills
Hedge Fund Operations, Cash Management, Account Reconciliation, Arranged Financing, Problem Solving, Asset Services, Reengineering &..., Leadership, Custody Services, Settlements (DOM & FGN), Risk & Control..., Regulatory & Compliance, Financial Services, Risk Management, Hedge Funds, Finance, Equities, Corporate Actions, Prime Brokerage, Asset, Securities, FX Options, Middle Office, Valuation, Back Office, Options, Settlement, Electronic Trading, Trading Systems, Fixed Income, Business Intelligence, Operational Risk, Investments, Capital Markets, Financial Markets, Derivatives, Management, Operational Risk..., Trading, Asset Management, Financial Risk, Credit Derivatives, Investment Banking, Bloomberg, Equity Derivatives, Bonds, Securities Lending
Education
Pace University - Lubin School of Business 1996 — 1999
BBA, Finance, 3.4
Edgar Guzman's HSBC Experience December 2012 - January 2014
Job AML/KYC Consultant
Industry Financial Services
Experience
HSBC December 2012 - January 2014
HSBC June 2012 - October 2012
Mitsubishi UFJ Fund Services September 2008 - January 2012
BNY Mellon January 2007 - June 2008
WestLB 2000 - 2006
Skills
AML, KYC, Risk Assessment, Financial Analysis, Analysis, OFAC, Bank Secrecy Act, Software Documentation, USA PATRIOT Act, Management, Leadership, CRM, Policy, Quality Assurance, Fixed Income, Banking
Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional Certification, Corporate Governance
Pace University - Lubin School of Business
BBA, Accounting
HSBC December 2012 - January 2014
HSBC June 2012 - October 2012
Mitsubishi UFJ Fund Services September 2008 - January 2012
BNY Mellon January 2007 - June 2008
WestLB 2000 - 2006
Skills
AML, KYC, Risk Assessment, Financial Analysis, Analysis, OFAC, Bank Secrecy Act, Software Documentation, USA PATRIOT Act, Management, Leadership, CRM, Policy, Quality Assurance, Fixed Income, Banking
Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional Certification, Corporate Governance
Pace University - Lubin School of Business
BBA, Accounting
wilma Brooks's HSBC Experience June 1988 - June 2002
Job Independent Hospitality Professional
Industry Hospitality
Experience
HSBC June 1988 - June 2002
Citibank (Banamex USA) 1977 - 1988
Skills
Strategic Planning, PowerPoint, Financial Services, Event Management, Leadership Development, Fundraising, Public Speaking, Marketing Strategy, Leadership, Team Building, Research, Organizational..., Program Development, Social Media, Nonprofits, Event Planning, Community Outreach, Public Relations, Community Development, Volunteer Management, Social Networking, Training, Coaching, Proposal Writing, Budgets
Education
Pace University 1972 — 1976
BA, Psychology
HSBC June 1988 - June 2002
Citibank (Banamex USA) 1977 - 1988
Skills
Strategic Planning, PowerPoint, Financial Services, Event Management, Leadership Development, Fundraising, Public Speaking, Marketing Strategy, Leadership, Team Building, Research, Organizational..., Program Development, Social Media, Nonprofits, Event Planning, Community Outreach, Public Relations, Community Development, Volunteer Management, Social Networking, Training, Coaching, Proposal Writing, Budgets
Education
Pace University 1972 — 1976
BA, Psychology
Andrew Mendelson's HSBC Experience November 2013 - Present
Job Senior Vice President Controller HSBC
Industry Banking
Experience
HSBC November 2013 - Present
Royal Bank of Scotland September 2006 - October 2013
Royal Bank of Scotland Group September 2006 - October 2013
Skills
Financial Reporting, Financial Analysis, Risk Management, Banking, Financial Modeling, Loans, Corporate Finance, Finance, Financial Risk, Portfolio Management, Treasury Management, Investment Banking, Credit Risk, Fixed Income, Capital Markets, Derivatives, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1997
MBA, Finance/Information Systems
University of Vermont 1986 — 1990
BS, Business Administration/Accounting
HSBC November 2013 - Present
Royal Bank of Scotland September 2006 - October 2013
Royal Bank of Scotland Group September 2006 - October 2013
Skills
Financial Reporting, Financial Analysis, Risk Management, Banking, Financial Modeling, Loans, Corporate Finance, Finance, Financial Risk, Portfolio Management, Treasury Management, Investment Banking, Credit Risk, Fixed Income, Capital Markets, Derivatives, Financial Services
Education
Pace University - Lubin School of Business 1992 — 1997
MBA, Finance/Information Systems
University of Vermont 1986 — 1990
BS, Business Administration/Accounting
Akshay Ghurye's HSBC Experience January 2012 - April 2012
Job Business Manager at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Capital One August 2013 - Present
Capital One May 2012 - July 2013
HSBC January 2012 - April 2012
Penn State University August 2011 - December 2011
Penn State University September 2009 - December 2011
IBM May 2011 - August 2011
Penn State University January 2011 - May 2011
Penn State University August 2010 - December 2010
Indian School of Business May 2010 - August 2010
Skills
Java, Python, SPSS, Minitab, Visual Basic, Excel, PostgreSQL, Access, LaTeX
Education
Penn State University 2009 — 2011
Dual M.S., Industrial Engineering, Operations Research
VJTI 2005 — 2009
B.Tech, Mechanical Engineering
Capital One July 2015 - Present
Capital One August 2013 - Present
Capital One May 2012 - July 2013
HSBC January 2012 - April 2012
Penn State University August 2011 - December 2011
Penn State University September 2009 - December 2011
IBM May 2011 - August 2011
Penn State University January 2011 - May 2011
Penn State University August 2010 - December 2010
Indian School of Business May 2010 - August 2010
Skills
Java, Python, SPSS, Minitab, Visual Basic, Excel, PostgreSQL, Access, LaTeX
Education
Penn State University 2009 — 2011
Dual M.S., Industrial Engineering, Operations Research
VJTI 2005 — 2009
B.Tech, Mechanical Engineering
Dechun Peng's HSBC Experience 2002 - 2007
Job Consultant III at Wells Fargo Financial
Industry Banking
Experience
Wells Fargo Financial 2007 - Present
HSBC 2002 - 2007
Krumm and Associates 1998 - 2002
R. J. Krumm & Associates (now Analytic Innovations) 1998 - 2002
Skills
SAS, Financial Modeling, Data Mining, Business Analysis, Financial Services, Risk Management, Credit Risk, Financial Analysis, Statistical Modeling, Business Intelligence, Basel II, Predictive Modeling, Risk Analytics, Analytics, Credit Cards
Education
University of Illinois at Chicago 1996 — 1998
MS, Biostat
Peking University
MS, Physics
Wells Fargo Financial 2007 - Present
HSBC 2002 - 2007
Krumm and Associates 1998 - 2002
R. J. Krumm & Associates (now Analytic Innovations) 1998 - 2002
Skills
SAS, Financial Modeling, Data Mining, Business Analysis, Financial Services, Risk Management, Credit Risk, Financial Analysis, Statistical Modeling, Business Intelligence, Basel II, Predictive Modeling, Risk Analytics, Analytics, Credit Cards
Education
University of Illinois at Chicago 1996 — 1998
MS, Biostat
Peking University
MS, Physics
Tarun Mathur's HSBC Experience June 2011 - August 2011
Job Associate at Skoll Foundation
Industry Nonprofit Organization Management
Experience
Skoll Foundation May 2015 - Present
Stanford Management Company June 2013 - May 2015
Paul Capital Partners August 2012 - May 2013
HSBC June 2011 - August 2011
Skills
Mandarin, Hedging, Hindi, Private Equity, Financial Modeling, Venture Capital, Corporate Finance, Entrepreneurship
Education
Stanford University 2008 — 2012
Bachelor of Science, Management Science and Engineering
Peking University 2010 — 2010
Chinese Language and Literature
Skoll Foundation May 2015 - Present
Stanford Management Company June 2013 - May 2015
Paul Capital Partners August 2012 - May 2013
HSBC June 2011 - August 2011
Skills
Mandarin, Hedging, Hindi, Private Equity, Financial Modeling, Venture Capital, Corporate Finance, Entrepreneurship
Education
Stanford University 2008 — 2012
Bachelor of Science, Management Science and Engineering
Peking University 2010 — 2010
Chinese Language and Literature
Annmarie Gardiner's HSBC Experience September 2009 - February 2010
Job Default Litigation at HSBC Mortgage Services
Industry Research
Experience
HSBC Bank USA June 1996 - Present
HSBC September 2009 - February 2010
HSBC July 2007 - May 2008
Skills
Risk Management, Mortgage Lending, Credit, Financial Analysis, Team Building, Credit Analysis, Underwriting, Finance, Credit Risk, Strategic Financial..., AML, Banking, Financial Risk, Litigation, Portfolio Management, Management, Leadership, Mediation, Loans, Financial Services, Negotiation, Process Improvement, Training, Auditing, Cash Management, Due Diligence, Performance Management, Program Management
Education
Penn Foster 2014 — 2016
Associate's degree, Legal Assistant/Paralegal
Hillsborough Community College 1993 — 1994
No, Accounting
HSBC Bank USA June 1996 - Present
HSBC September 2009 - February 2010
HSBC July 2007 - May 2008
Skills
Risk Management, Mortgage Lending, Credit, Financial Analysis, Team Building, Credit Analysis, Underwriting, Finance, Credit Risk, Strategic Financial..., AML, Banking, Financial Risk, Litigation, Portfolio Management, Management, Leadership, Mediation, Loans, Financial Services, Negotiation, Process Improvement, Training, Auditing, Cash Management, Due Diligence, Performance Management, Program Management
Education
Penn Foster 2014 — 2016
Associate's degree, Legal Assistant/Paralegal
Hillsborough Community College 1993 — 1994
No, Accounting
Jianglai (Jerry) Zhang's HSBC Experience June 2007 - August 2007
Job Quantitative Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Wells Fargo Financial January 2008 - June 2008
HSBC June 2007 - August 2007
KPMG June 2004 - August 2004
Education
The University of Chicago 2006 — 2007
Master of Science, Statistics
Pardee RAND Graduate School 2004 — 2006
Master of Science, Public Policy Analysis
Peking University 2000 — 2004
BA, Economics, Political Science
Bank of America Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Wells Fargo Financial January 2008 - June 2008
HSBC June 2007 - August 2007
KPMG June 2004 - August 2004
Education
The University of Chicago 2006 — 2007
Master of Science, Statistics
Pardee RAND Graduate School 2004 — 2006
Master of Science, Public Policy Analysis
Peking University 2000 — 2004
BA, Economics, Political Science
Amy Sirignano's HSBC Experience 2014 - Present
Job SVP, U.S. Head, AntiBribery and Corruption at HSBC
Industry Legal Services
Experience
HSBC 2014 - Present
Law Office of Amy Sirignano, PC 2008 - 2014
U.S. Department of Justice 2006 - 2008
United States Attorney's Office 2002 - 2006
Smith, Ellison & Harraka 2001 - 2002
McDermott Will & Emery 2000 - 2001
FBI April 1994 - January 2000
Skills
International Law, Litigation, Commercial Litigation, White Collar Criminal..., National Security Law, Money Laundering, Federal Tax, Federal Litigation, Fraud Investigations, Fraud Prevention, Securities Fraud, Corruption, Wrongful Termination, Employment Law, National Security, Civil Litigation, Fraud, Criminal Law, Courts, Tax, Criminal Defense, Evidence, Legal Research, Enforcement, Trials, Appeals, Private Investigations, Investigation, Firearms, Torts, Legal Writing, Intelligence Analysis, Product Liability, Trial Practice, Intellectual Property, Hearings, Mediation, Defense, Legal Issues, Depositions, Westlaw, Administrative Law, Federal Law, Legal Assistance, Litigation Support, Intelligence, Certified Fraud Examiner, Surveillance, Internal Investigations, Criminal Justice
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional, Compliance
Rutgers University School of Law - Newark 1994 — 1998
Juris Doctor, Law
The George Washington University 1990 — 1992
M.F.S, Forensic Sciences
University of Miami 1986 — 1990
Bachelor of Music Merchandising and Industry, Music Business and Performance
Harrison High 1982 — 1986
High School Diploma
HSBC 2014 - Present
Law Office of Amy Sirignano, PC 2008 - 2014
U.S. Department of Justice 2006 - 2008
United States Attorney's Office 2002 - 2006
Smith, Ellison & Harraka 2001 - 2002
McDermott Will & Emery 2000 - 2001
FBI April 1994 - January 2000
Skills
International Law, Litigation, Commercial Litigation, White Collar Criminal..., National Security Law, Money Laundering, Federal Tax, Federal Litigation, Fraud Investigations, Fraud Prevention, Securities Fraud, Corruption, Wrongful Termination, Employment Law, National Security, Civil Litigation, Fraud, Criminal Law, Courts, Tax, Criminal Defense, Evidence, Legal Research, Enforcement, Trials, Appeals, Private Investigations, Investigation, Firearms, Torts, Legal Writing, Intelligence Analysis, Product Liability, Trial Practice, Intellectual Property, Hearings, Mediation, Defense, Legal Issues, Depositions, Westlaw, Administrative Law, Federal Law, Legal Assistance, Litigation Support, Intelligence, Certified Fraud Examiner, Surveillance, Internal Investigations, Criminal Justice
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional, Compliance
Rutgers University School of Law - Newark 1994 — 1998
Juris Doctor, Law
The George Washington University 1990 — 1992
M.F.S, Forensic Sciences
University of Miami 1986 — 1990
Bachelor of Music Merchandising and Industry, Music Business and Performance
Harrison High 1982 — 1986
High School Diploma
Robert H. Johnson's HSBC Experience 2003 - 2008
Job Vice President, EIS Workstream at SunTrust Bank
Industry Retail
Experience
SunTrust Bank January 2014 - Present
UPS August 2013 - January 2014
Macy's March 2011 - June 2013
Macy's March 2011 - June 2013
Fiserv March 2010 - March 2011
TVA January 2009 - February 2010
HSBC 2003 - 2008
Skills
Enterprise Software, Management, Business Analysis, Project Management, SDLC, Agile Methodologies, User Experience, PMO, Project Planning, Resource Management, Process Improvement, Requirements Analysis, Vendor Management
Education
Palm Beach Atlantic University 2000 — 2002
BS Business Admin, Computer Sci
SunTrust Bank January 2014 - Present
UPS August 2013 - January 2014
Macy's March 2011 - June 2013
Macy's March 2011 - June 2013
Fiserv March 2010 - March 2011
TVA January 2009 - February 2010
HSBC 2003 - 2008
Skills
Enterprise Software, Management, Business Analysis, Project Management, SDLC, Agile Methodologies, User Experience, PMO, Project Planning, Resource Management, Process Improvement, Requirements Analysis, Vendor Management
Education
Palm Beach Atlantic University 2000 — 2002
BS Business Admin, Computer Sci
Qian Ning's HSBC Experience July 2006 - August 2006
Job
Industry Financial Services
Experience
Pivo Associates, Inc November 2011 - Present
ViewTrade Securities May 2010 - December 2010
China Merchants Bank January 2008 - March 2008
HSBC July 2006 - August 2006
Skills
Bloomberg, Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Science (MS), Investment Management
Southwestern University of Finance and Economics 2004 — 2008
Bachelor's degree, Finance, General
Pivo Associates, Inc November 2011 - Present
ViewTrade Securities May 2010 - December 2010
China Merchants Bank January 2008 - March 2008
HSBC July 2006 - August 2006
Skills
Bloomberg, Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Science (MS), Investment Management
Southwestern University of Finance and Economics 2004 — 2008
Bachelor's degree, Finance, General
Lu Zhang's HSBC Experience May 2008 - August 2008
Job Quantitative Marketing Manager at Google
Industry Marketing and Advertising
Experience
Google January 2010 - Present
HSBC May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Certificate, Marketing
Penn State University 2005 — 2009
PhD, Statistics
Zhejiang University 2001 — 2005
BS, Bioinformatics/Statistics
Yali
Google January 2010 - Present
HSBC May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Certificate, Marketing
Penn State University 2005 — 2009
PhD, Statistics
Zhejiang University 2001 — 2005
BS, Bioinformatics/Statistics
Yali
Harriet Goddard-Bourdeau, MBA's HSBC Experience August 1997 - January 2003
Job Risk Management at the FDIC
Industry Banking
Experience
FDIC June 2012 - Present
Where to Get It service September 2010 - 2014
Banco Santander (formerly Sovereign Bank) January 2003 - August 2009
Banco Santander (Formerly Independence Community Bank) January 2004 - December 2004
Banco Santander (formerly Independence Community Bank) February 2003 - December 2003
HSBC August 1997 - January 2003
Skills
Commercial Banking, Credit Risk, Credit, Strategic Planning, Budgets, Training, Leadership, Finance, Business Development, Proposal Writing, Customer Service, Project Management, Marketing, Mortgage Lending, Public Speaking, Management, Banking, Financial Risk, Fundraising
Education
Pace University - Lubin School of Business
MBA, Finance & Investments
FDIC June 2012 - Present
Where to Get It service September 2010 - 2014
Banco Santander (formerly Sovereign Bank) January 2003 - August 2009
Banco Santander (Formerly Independence Community Bank) January 2004 - December 2004
Banco Santander (formerly Independence Community Bank) February 2003 - December 2003
HSBC August 1997 - January 2003
Skills
Commercial Banking, Credit Risk, Credit, Strategic Planning, Budgets, Training, Leadership, Finance, Business Development, Proposal Writing, Customer Service, Project Management, Marketing, Mortgage Lending, Public Speaking, Management, Banking, Financial Risk, Fundraising
Education
Pace University - Lubin School of Business
MBA, Finance & Investments
Patricia Stewart's HSBC Experience June 2010 - May 2015
Job Human Resources Business Partner at Nielsen
Industry Human Resources
Charlie Ryan's HSBC Experience October 2008 - Present
Job Senior Vice President at HSBC
Industry Banking
Experience
HSBC October 2008 - Present
JP Morgan Chase September 1988 - October 2008
Skills
Commercial Banking, Commercial Lending, Credit, Strategic Partnerships, Loans, Senior Executive..., Retail Banking, Leadership, Credit Analysis, Small Business Lending, Portfolio Management, Relationship Management, Banking, Financial Services, Cash Management, Mortgage Lending, Wealth Management, Lines Of Credit, Asset Based Lending, Private Banking, Treasury Management, Commercial Mortgages, Cross Selling
Education
Pace University - Lubin School of Business 2001 — 2004
MBA, Financial Managment
HSBC October 2008 - Present
JP Morgan Chase September 1988 - October 2008
Skills
Commercial Banking, Commercial Lending, Credit, Strategic Partnerships, Loans, Senior Executive..., Retail Banking, Leadership, Credit Analysis, Small Business Lending, Portfolio Management, Relationship Management, Banking, Financial Services, Cash Management, Mortgage Lending, Wealth Management, Lines Of Credit, Asset Based Lending, Private Banking, Treasury Management, Commercial Mortgages, Cross Selling
Education
Pace University - Lubin School of Business 2001 — 2004
MBA, Financial Managment
Thomas Garry's HSBC Experience September 2002 - July 2007
Job Senior Vice President & Managing Director
Industry Banking
Experience
East West Bank May 2011 - Present
Citibank July 2007 - April 2011
HSBC September 2002 - July 2007
Education
Penn State University 1983 — 1985
BBA, Finance
East West Bank May 2011 - Present
Citibank July 2007 - April 2011
HSBC September 2002 - July 2007
Education
Penn State University 1983 — 1985
BBA, Finance
Vincent Costagliola's HSBC Experience February 2013 - Present
Job AML INVESTIGATIONS OFFICER
Industry Banking
Experience
HSBC February 2013 - Present
New York City Police Department July 2010 - February 2013
Skills
Law Enforcement, Criminal Investigations, Enforcement, Executive Protection, Crime Prevention, Interrogation, Patrol, Police, Criminal Justice, Counterterrorism, Homeland Security, Investigation, Public Safety, Firearms, Private Investigations, Internal Investigations, Physical Security, Security Operations, Corporate Security, Surveillance, Emergency Management, Law Enforcement..., Criminal Law, Background Checks, Counterintelligence, Evidence, Personal Security, Personal Protection, Workplace Violence, Homicide Investigations, Protection, Dignitary Protection, Investigative Reporting, Security Management, Fraud, Crisis Management, Tactics, Field Training, Security Training, Intelligence Analysis, SWAT, Computer Forensics, Forensic Analysis, Asset Protection, Security Audits, Risk Assessment, Skip Tracing, First Responder, Weapons, AML
Education
Pace University - Lubin School of Business 1987 — 1993
BA, Business Management
Xaverian High School 1983 — 1987
HSBC February 2013 - Present
New York City Police Department July 2010 - February 2013
Skills
Law Enforcement, Criminal Investigations, Enforcement, Executive Protection, Crime Prevention, Interrogation, Patrol, Police, Criminal Justice, Counterterrorism, Homeland Security, Investigation, Public Safety, Firearms, Private Investigations, Internal Investigations, Physical Security, Security Operations, Corporate Security, Surveillance, Emergency Management, Law Enforcement..., Criminal Law, Background Checks, Counterintelligence, Evidence, Personal Security, Personal Protection, Workplace Violence, Homicide Investigations, Protection, Dignitary Protection, Investigative Reporting, Security Management, Fraud, Crisis Management, Tactics, Field Training, Security Training, Intelligence Analysis, SWAT, Computer Forensics, Forensic Analysis, Asset Protection, Security Audits, Risk Assessment, Skip Tracing, First Responder, Weapons, AML
Education
Pace University - Lubin School of Business 1987 — 1993
BA, Business Management
Xaverian High School 1983 — 1987
Ludwig M. Odierna's HSBC Experience October 2005 - June 2006
Job .
Industry Banking
Experience
Coughlin Insurance Services December 2014 - Present
Tyler Technologies June 2014 - November 2014
Aon Affinity - Berkely Travel March 2012 - March 2013
Community National Bank October 2009 - March 2011
TD Bank NA 2005 - 2009
HSBC October 2005 - June 2006
Custom Funding Corp. June 2002 - October 2005
CapitalSource Mortgage Corp. May 1998 - June 2002
The Bank of New York 1995 - 1999
Skills
Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Customer Service, Training, Commercial Lending, Underwriting
Education
Palm Beach Atlantic University 1990 — 1995
Business
Coughlin Insurance Services December 2014 - Present
Tyler Technologies June 2014 - November 2014
Aon Affinity - Berkely Travel March 2012 - March 2013
Community National Bank October 2009 - March 2011
TD Bank NA 2005 - 2009
HSBC October 2005 - June 2006
Custom Funding Corp. June 2002 - October 2005
CapitalSource Mortgage Corp. May 1998 - June 2002
The Bank of New York 1995 - 1999
Skills
Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Customer Service, Training, Commercial Lending, Underwriting
Education
Palm Beach Atlantic University 1990 — 1995
Business
Joseph Culotta's HSBC Experience January 2014 - Present
Job Wealth Sales Manager, SVP at HSBC Retail Banking and Wealth Management Downtown, NYC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management July 2015 - Present
HSBC January 2014 - Present
HSBC November 2009 - Present
Citibank 2002 - 2009
Skills
Banking, Credit Analysis, Commercial Lending, Coaching, Wealth Management, Training, Managerial Finance, Commercial Banking, Equities, Risk Management, Fixed Income, Retail Banking, Cross Selling, Investments, Operational Risk, Consumer Lending, Credit, AML, Corporate Finance, Private Banking, Credit Risk, Mortgage Banking, Branch Management, Series 7, Capital Markets, Loans, Lines Of Credit, Core Banking, Management, Insurance, Loan Origination, Retirement Planning, Financial Analysis, Mortgage Lending, Securities, Asset Management, Financial Risk, Commercial Mortgages, Mutual Funds, Residential Mortgages, Portfolio Management, Cash Management, Finance, Branch Banking, Financial Services, Investment Banking, Trade Finance, Strategic Financial..., Underwriting, Derivatives
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
HSBC Retail Banking and Wealth Management July 2015 - Present
HSBC January 2014 - Present
HSBC November 2009 - Present
Citibank 2002 - 2009
Skills
Banking, Credit Analysis, Commercial Lending, Coaching, Wealth Management, Training, Managerial Finance, Commercial Banking, Equities, Risk Management, Fixed Income, Retail Banking, Cross Selling, Investments, Operational Risk, Consumer Lending, Credit, AML, Corporate Finance, Private Banking, Credit Risk, Mortgage Banking, Branch Management, Series 7, Capital Markets, Loans, Lines Of Credit, Core Banking, Management, Insurance, Loan Origination, Retirement Planning, Financial Analysis, Mortgage Lending, Securities, Asset Management, Financial Risk, Commercial Mortgages, Mutual Funds, Residential Mortgages, Portfolio Management, Cash Management, Finance, Branch Banking, Financial Services, Investment Banking, Trade Finance, Strategic Financial..., Underwriting, Derivatives
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Rosa Evelyn Rivera's HSBC Experience August 1984 - Present
Job Senior Premier Relationship Manager
Industry Financial Services
Experience
HSBC August 1984 - Present
Republic National Bank (HSBC) August 1984 - Present
HSBC August 1984 - Present
Republic Financial Services / HSBC Securities USA March 1996 - January 2006
Skills
Health and Life..., Series 63, Series 7, Series 24, series 9/10, Registered NMLS, Spanish Speaking, Relationship Management, Retail Banking, Insurance, Long-term Care, Variable Annuities, Wealth Management..., Fixed Annuities, Retirement Planning, Mutual Funds, Equities, Life Insurance, Cross Selling, Banking, High Net Worth..., Financial Planners, Life, Financial Services, Wealth Management, Financial Advisory, Asset Allocation, Bonds, Structured Products, Asset Management, Alternative Investments, FINRA, Commercial Banking, Credit, Finance, Investment Advisory, Investment Strategies, Investments, Loans, Mortgage Lending, Private Banking, Securities, Series 6, Strategic Financial..., Wealth, Fixed Income, Retirement, Uniform Combined State..., Spanish, Portfolio Management
Education
Faculta De Filosofías Y Letras, Valencia, España 1976 — 1977
Spanish Literature
La Guardia CC
AA
Pace University
HSBC August 1984 - Present
Republic National Bank (HSBC) August 1984 - Present
HSBC August 1984 - Present
Republic Financial Services / HSBC Securities USA March 1996 - January 2006
Skills
Health and Life..., Series 63, Series 7, Series 24, series 9/10, Registered NMLS, Spanish Speaking, Relationship Management, Retail Banking, Insurance, Long-term Care, Variable Annuities, Wealth Management..., Fixed Annuities, Retirement Planning, Mutual Funds, Equities, Life Insurance, Cross Selling, Banking, High Net Worth..., Financial Planners, Life, Financial Services, Wealth Management, Financial Advisory, Asset Allocation, Bonds, Structured Products, Asset Management, Alternative Investments, FINRA, Commercial Banking, Credit, Finance, Investment Advisory, Investment Strategies, Investments, Loans, Mortgage Lending, Private Banking, Securities, Series 6, Strategic Financial..., Wealth, Fixed Income, Retirement, Uniform Combined State..., Spanish, Portfolio Management
Education
Faculta De Filosofías Y Letras, Valencia, España 1976 — 1977
Spanish Literature
La Guardia CC
AA
Pace University
Faresh Islam's HSBC Experience December 2011 - October 2012
Job Customer Service Agent II at Iron Mountain
Industry Retail
Experience
Iron Mountain April 2014 - Present
Iron Mountain March 2013 - April 2014
Rite Aid August 2005 - December 2012
HSBC December 2011 - October 2012
Education
Pennsylvania State University-Penn State Abington 2005 — 2010
Bachelor of Science (B.S.), Accounting, 3.27
Iron Mountain April 2014 - Present
Iron Mountain March 2013 - April 2014
Rite Aid August 2005 - December 2012
HSBC December 2011 - October 2012
Education
Pennsylvania State University-Penn State Abington 2005 — 2010
Bachelor of Science (B.S.), Accounting, 3.27
Stephen Ferrera, CPA's HSBC Experience 1997 - Present
Job Senior Manager, AML Compliance at HSBC
Industry Banking
Experience
HSBC 1997 - Present
Skills
KYC, Operational Risk, Banking, Operational Risk..., Financial Risk, Commercial Banking, Risk Management, AML, Credit Risk, Enterprise Risk..., Credit, Financial Services, Anti Money Laundering
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Accounting
HSBC 1997 - Present
Skills
KYC, Operational Risk, Banking, Operational Risk..., Financial Risk, Commercial Banking, Risk Management, AML, Credit Risk, Enterprise Risk..., Credit, Financial Services, Anti Money Laundering
Education
Pace University - Lubin School of Business 1985 — 1989
BBA, Accounting
Frank Amodeo's HSBC Experience 2003 - 2011
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
Stephen Boras's HSBC Experience September 2009 - May 2013
Job VP and Director, Commercial Analytics and Stress Testing at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2013 - Present
HSBC September 2009 - May 2013
HSBC June 2011 - September 2012
HSBC August 2006 - October 2009
Citi January 1995 - August 2006
BNY Mellon October 1989 - January 1995
Skills
Credit Risk, Portfolio Management, Financial Risk, Analytics, Credit, Banking, Fixed Income, Commercial Banking, Operational Risk, Derivatives, Financial Services, Credit Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
Master of Business Administration (MBA), Finance, General
Penn State University 1984 — 1988
B.S., Quantitative Business Analysis
Upper Darby Senior High
Fifth Third Bank May 2013 - Present
HSBC September 2009 - May 2013
HSBC June 2011 - September 2012
HSBC August 2006 - October 2009
Citi January 1995 - August 2006
BNY Mellon October 1989 - January 1995
Skills
Credit Risk, Portfolio Management, Financial Risk, Analytics, Credit, Banking, Fixed Income, Commercial Banking, Operational Risk, Derivatives, Financial Services, Credit Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
Master of Business Administration (MBA), Finance, General
Penn State University 1984 — 1988
B.S., Quantitative Business Analysis
Upper Darby Senior High
Queenie (Hong) Fan's HSBC Experience 1993 - 2004
Job Mortgage Specialist
Industry Banking
Experience
RBC August 2012 - Present
HSBC Bank Canada July 2006 - July 2012
MF Global 2005 - 2006
HSBC 1993 - 2004
Education
Peking University 1986 — 1990
B.A, Russian
RBC August 2012 - Present
HSBC Bank Canada July 2006 - July 2012
MF Global 2005 - 2006
HSBC 1993 - 2004
Education
Peking University 1986 — 1990
B.A, Russian
Sally Lau's HSBC Experience April 2003 - July 2003
Job Integration Specialist
Industry Computer Software
Experience
iCIMS May 2015 - Present
The Leading Hotels of the World March 2015 - May 2015
The Leading Hotels of the World January 2012 - March 2015
The Leading Hotels of the World May 2010 - January 2012
The Leading Hotels of the World November 2005 - May 2010
KPMG US February 2005 - October 2005
Pace University September 2000 - May 2004
HSBC April 2003 - July 2003
Better Business Bureau September 1999 - January 2000
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Problem Solving, Photoshop, SQL, Event Management, SharePoint, Analysis, CSS, Web Design, Advertising, Training, Marketing, OS X, Adobe Acrobat, Dreamweaver, Teamwork, Mac, Windows 7, Hospitality
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems / Finance
Midwood High School 1996 — 2000
iCIMS May 2015 - Present
The Leading Hotels of the World March 2015 - May 2015
The Leading Hotels of the World January 2012 - March 2015
The Leading Hotels of the World May 2010 - January 2012
The Leading Hotels of the World November 2005 - May 2010
KPMG US February 2005 - October 2005
Pace University September 2000 - May 2004
HSBC April 2003 - July 2003
Better Business Bureau September 1999 - January 2000
Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Problem Solving, Photoshop, SQL, Event Management, SharePoint, Analysis, CSS, Web Design, Advertising, Training, Marketing, OS X, Adobe Acrobat, Dreamweaver, Teamwork, Mac, Windows 7, Hospitality
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Management Information Systems / Finance
Midwood High School 1996 — 2000
Priscilla Wu's HSBC Experience January 2008 - November 2008
Job AVP Business Relationship Manager at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
HSBC January 2008 - November 2008
Washington Mutual Bank September 2005 - December 2007
Skills
Small Business Lending, Cross Selling, New Business Development, Credit Analysis, Credit, Loans, Cash Management, Relationship Management, Loan Origination, Mortgage Lending, Portfolio Management, Banking, Commercial Banking, Commercial Lending, Financial Services, Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
JP Morgan Chase November 2009 - Present
HSBC January 2008 - November 2008
Washington Mutual Bank September 2005 - December 2007
Skills
Small Business Lending, Cross Selling, New Business Development, Credit Analysis, Credit, Loans, Cash Management, Relationship Management, Loan Origination, Mortgage Lending, Portfolio Management, Banking, Commercial Banking, Commercial Lending, Financial Services, Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Marc Petosa's HSBC Experience August 2010 - July 2012
Job Accounting Specialist at CSAV Agency LLC
Industry Financial Services
Experience
CSAV Agency LLC May 2015 - Present
MLB Advanced Media, L.P. April 2014 - April 2015
MLB Advanced Media, L.P. January 2013 - April 2014
Viacom January 2013 - April 2013
HSBC August 2010 - July 2012
Drew University January 2010 - June 2010
Staten Island Yankees January 2009 - June 2009
New Jersey Nets May 2008 - September 2008
Target August 2006 - May 2008
Skills
PowerPoint, Event Management, Sales, Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, Teamwork, Marketing, Time Management, Customer Service, Access, Analysis, Management, Payroll, Accounting, Accounts Receivable, Finance, Research, Financial Analysis, Market Research, Outlook, Internal Controls, Event Planning
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (M.S.), Accounting, 3.5
Saint John's University 2006 — 2010
Bachelor of Science (B.S.), Sports Management/Business, 3.5
Monsignor Farrell 2002 — 2006
High School Diploma
CSAV Agency LLC May 2015 - Present
MLB Advanced Media, L.P. April 2014 - April 2015
MLB Advanced Media, L.P. January 2013 - April 2014
Viacom January 2013 - April 2013
HSBC August 2010 - July 2012
Drew University January 2010 - June 2010
Staten Island Yankees January 2009 - June 2009
New Jersey Nets May 2008 - September 2008
Target August 2006 - May 2008
Skills
PowerPoint, Event Management, Sales, Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, Teamwork, Marketing, Time Management, Customer Service, Access, Analysis, Management, Payroll, Accounting, Accounts Receivable, Finance, Research, Financial Analysis, Market Research, Outlook, Internal Controls, Event Planning
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (M.S.), Accounting, 3.5
Saint John's University 2006 — 2010
Bachelor of Science (B.S.), Sports Management/Business, 3.5
Monsignor Farrell 2002 — 2006
High School Diploma
Carlene Royal's HSBC Experience July 1998 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2007 - 2012
Prudential Financial 2000 - 2007
HSBC July 1998 - June 2000
EY January 1997 - June 1998
Skills
Internal Audit, Risk Management, Investments, Banking, Operational Risk, Leadership, Global Asset Management, Investment Advisor..., Wealth Management, International Business..., COSO Framework, IIA Standards, Securities Regulation, Financial Regulation, Market Risk, AML, OFAC, Enterprise Risk...
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase 2007 - 2012
Prudential Financial 2000 - 2007
HSBC July 1998 - June 2000
EY January 1997 - June 1998
Skills
Internal Audit, Risk Management, Investments, Banking, Operational Risk, Leadership, Global Asset Management, Investment Advisor..., Wealth Management, International Business..., COSO Framework, IIA Standards, Securities Regulation, Financial Regulation, Market Risk, AML, OFAC, Enterprise Risk...
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Vanus Huang's HSBC Experience January 2007 - February 2009
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2011 - Present
T.D. Bank February 2009 - September 2009
HSBC January 2007 - February 2009
Skills
Customer Service, Compliance, Communication, Adobe Creative Suite, Series 6, Series 63, Life Insurance
Education
Pace University 2006 — 2009
Bachelor's degree, International Marketing
JPMorgan Chase March 2011 - Present
T.D. Bank February 2009 - September 2009
HSBC January 2007 - February 2009
Skills
Customer Service, Compliance, Communication, Adobe Creative Suite, Series 6, Series 63, Life Insurance
Education
Pace University 2006 — 2009
Bachelor's degree, International Marketing
Tom Last's HSBC Experience 2006 - Present
Job Vice President Senior Cash Management Sales Rep at HSBC
Industry Financial Services
Experience
HSBC 2006 - Present
Tokai Bank 1983 - 2005
Skills
Banking, Portfolio Management, Credit, Relationship Management, Loans, Commercial Banking, Financial Services, Equities, Fixed Income, Wealth Management, Derivatives, Credit Risk, Credit Analysis, Risk Management, Investment Banking, Capital Markets, Retail Banking, Mortgage Lending, Investments, Credit Cards, Financial Risk, Financial Analysis, Mutual Funds
Education
American Institute of Banking
Banking Degree, Business Administration and Management, General
Pace University - Lubin School of Business
HSBC 2006 - Present
Tokai Bank 1983 - 2005
Skills
Banking, Portfolio Management, Credit, Relationship Management, Loans, Commercial Banking, Financial Services, Equities, Fixed Income, Wealth Management, Derivatives, Credit Risk, Credit Analysis, Risk Management, Investment Banking, Capital Markets, Retail Banking, Mortgage Lending, Investments, Credit Cards, Financial Risk, Financial Analysis, Mutual Funds
Education
American Institute of Banking
Banking Degree, Business Administration and Management, General
Pace University - Lubin School of Business
Yansheng Liu's HSBC Experience March 1999 - March 2001
Job Unix System Administrator at Citigroup
Industry Financial Services
Experience
Citi February 2001 - Present
HSBC March 1999 - March 2001
Skills
Unix, Solaris, Disaster Recovery, AIX, Unix Shell Scripting, System Administration, Data Center, Red Hat Linux, Servers, Oracle, Linux, Enterprise Architecture, Shell Scripting, Databases, VMware, Virtualization, Infrastructure, Perl, Integration, Performance Tuning
Education
Penn State University 1990 — 1994
Doctor of Philosophy (Ph.D.), Agricultural Engineering
Citi February 2001 - Present
HSBC March 1999 - March 2001
Skills
Unix, Solaris, Disaster Recovery, AIX, Unix Shell Scripting, System Administration, Data Center, Red Hat Linux, Servers, Oracle, Linux, Enterprise Architecture, Shell Scripting, Databases, VMware, Virtualization, Infrastructure, Perl, Integration, Performance Tuning
Education
Penn State University 1990 — 1994
Doctor of Philosophy (Ph.D.), Agricultural Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.