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.
HSBC Salaries. You can even request information on how much does HSBC pay if you want to. Learn about salaries, pros and cons of working for HSBC directly from the past employees.
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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
Michael Winston Michael Winston's HSBC Experience 2007 - 2011
Job Vice President & Branch Manager at Citi
Industry Banking
Experience
Citi October 2013 - Present
Capital One 2011 - 2013
HSBC 2007 - 2011
Chase 2005 - 2007
Bank of America 1998 - 2005
MHT/Chemical/Chase 1990 - 1998
Skills
Relationship Management, Team Building, Customer Experience, Exceed Sales Goals, Building Customer..., Leadership..., Sales Management..., Job Coaching, Home Equity Lines of..., Retail Banking, Life & Health Insurance..., Branch Operational..., Leadership, Management, Small Business Lending, Branch Management, Consumer Lending, Branch Banking, Lines Of Credit, Commercial Lending, Banking, Loans
Education
Queensborough Community College
Citi October 2013 - Present
Capital One 2011 - 2013
HSBC 2007 - 2011
Chase 2005 - 2007
Bank of America 1998 - 2005
MHT/Chemical/Chase 1990 - 1998
Skills
Relationship Management, Team Building, Customer Experience, Exceed Sales Goals, Building Customer..., Leadership..., Sales Management..., Job Coaching, Home Equity Lines of..., Retail Banking, Life & Health Insurance..., Branch Operational..., Leadership, Management, Small Business Lending, Branch Management, Consumer Lending, Branch Banking, Lines Of Credit, Commercial Lending, Banking, Loans
Education
Queensborough Community College
Russ Krokoff Russ Krokoff's HSBC Experience December 2014 - Present
Job HSBC Branch Relationship Banker
Industry Financial Services
Experience
HSBC December 2014 - Present
Northwestern Mutual December 2010 - December 2014
New York Life Insurance Company July 2006 - December 2010
Education
Queens College 1993 — 1997
Art, Studio Art, Secondary Edu
Queens College 1993 — 1997
HSBC December 2014 - Present
Northwestern Mutual December 2010 - December 2014
New York Life Insurance Company July 2006 - December 2010
Education
Queens College 1993 — 1997
Art, Studio Art, Secondary Edu
Queens College 1993 — 1997
Mark Glasby Mark Glasby's HSBC Experience 2010 - 2011
Job Information Security Professional
Industry Banking
Experience
Rivermark Community Credit Union September 2011 - Present
HSBC 2010 - 2011
HSBC 2008 - 2010
HSBC July 2005 - 2008
Compucom 2004 - July 2005
A.M. Best Company 1998 - 2004
United States Navy March 1993 - November 1995
Skills
Information Security, Security, CISSP, IT Audit, Active Directory, Security Audits, Risk Assessment, Computer Forensics, Information Technology, System Administration, Troubleshooting, Operating Systems, Internal Audit, Training, Hardware, Information Security...
Education
Raritan Valley Community College 1999 — 2001
Hightstown High School
Rivermark Community Credit Union September 2011 - Present
HSBC 2010 - 2011
HSBC 2008 - 2010
HSBC July 2005 - 2008
Compucom 2004 - July 2005
A.M. Best Company 1998 - 2004
United States Navy March 1993 - November 1995
Skills
Information Security, Security, CISSP, IT Audit, Active Directory, Security Audits, Risk Assessment, Computer Forensics, Information Technology, System Administration, Troubleshooting, Operating Systems, Internal Audit, Training, Hardware, Information Security...
Education
Raritan Valley Community College 1999 — 2001
Hightstown High School
Greg Bucko Greg Bucko's HSBC Experience 2003 - 2007
Job Manager of Customer Insights at Southern States Cooperative
Industry Retail
Experience
Southern States Cooperative 2011 - Present
Genworth Financial 2008 - 2011
HSBC 2003 - 2007
Skills
Predictive Analytics, Predictive Modeling, Market Research, Marketing Analytics, Customer Journey Mapping, Customer Experience..., New Markets Development, Customer Segmentation..., Customer Experience..., Retail, Financial Services, SAS programming, Alteryx, JMP, Statistical Reporting, Marketing Research, Consumer Behaviour, Market Analysis, Segmentation, Customer Insight, Strategy, Leadership, Analysis, Analytics, Marketing Strategy, Strategic Planning, Management
Education
Virginia Commonwealth University 2014 — 2016
Master of Science, Decision Analytics
Queens University of Charlotte
Bachelor's degree, Business Administration
Southern States Cooperative 2011 - Present
Genworth Financial 2008 - 2011
HSBC 2003 - 2007
Skills
Predictive Analytics, Predictive Modeling, Market Research, Marketing Analytics, Customer Journey Mapping, Customer Experience..., New Markets Development, Customer Segmentation..., Customer Experience..., Retail, Financial Services, SAS programming, Alteryx, JMP, Statistical Reporting, Marketing Research, Consumer Behaviour, Market Analysis, Segmentation, Customer Insight, Strategy, Leadership, Analysis, Analytics, Marketing Strategy, Strategic Planning, Management
Education
Virginia Commonwealth University 2014 — 2016
Master of Science, Decision Analytics
Queens University of Charlotte
Bachelor's degree, Business Administration
Edith Chan Edith Chan's HSBC Experience September 2010 - December 2011
Job Project Cost Controller
Industry Information Services
Experience
TransCanada January 2014 - Present
Teck Resources Limited May 2012 - January 2014
HSBC September 2010 - December 2011
HSBC September 2009 - August 2010
Symcor June 2009 - August 2009
Symcor August 2007 - June 2009
Skills
Credit analysis, Financial Statement..., Financial Variance..., Cost Variance Analysis, KPI Reports, KPI Dashboards, Governance, Documentations, Project Coordination, Data Analysis, Purchasing, Purchase Orders, Capital Budgeting, Department Budgeting, Financial Forecasting, Trend Forecasting, Contract Management, Support Management, Relationship Management, Sarbanes-Oxley Act, Negotiation, Problem Solving, Organization &..., Team Building, Compilation, Leadership, Organized Multi-tasker, RFP Generation, Banking, Management, Finance, Credit, Budgets, Financial Analysis
Education
Queen's University
Master of Business Administration (MBA) - Candidate
University of Calgary 2005 — 2009
Bachelor of Commerce, Finance
TransCanada January 2014 - Present
Teck Resources Limited May 2012 - January 2014
HSBC September 2010 - December 2011
HSBC September 2009 - August 2010
Symcor June 2009 - August 2009
Symcor August 2007 - June 2009
Skills
Credit analysis, Financial Statement..., Financial Variance..., Cost Variance Analysis, KPI Reports, KPI Dashboards, Governance, Documentations, Project Coordination, Data Analysis, Purchasing, Purchase Orders, Capital Budgeting, Department Budgeting, Financial Forecasting, Trend Forecasting, Contract Management, Support Management, Relationship Management, Sarbanes-Oxley Act, Negotiation, Problem Solving, Organization &..., Team Building, Compilation, Leadership, Organized Multi-tasker, RFP Generation, Banking, Management, Finance, Credit, Budgets, Financial Analysis
Education
Queen's University
Master of Business Administration (MBA) - Candidate
University of Calgary 2005 — 2009
Bachelor of Commerce, Finance
Chelsea Osinchuk Chelsea Osinchuk's HSBC Experience 2012 - 2012
Job Economist at CEPA Ltd
Industry Capital Markets
Experience
CEPA Ltd September 2015 - Present
Clinton Global Initiative, Clinton Foundation September 2014 - January 2015
The University of British Columbia September 2013 - May 2014
Fraser Academy January 2013 - August 2013
HSBC 2012 - 2012
RBC Capital Markets March 2011 - August 2011
Skills
Economic Development, Microeconomics, Macroeconomics, Microsoft Excel, PowerPoint, Stata, Econometrics, Capital Markets, Equities, Corporate Finance, Financial Analysis, Valuation, Bloomberg, Financial Modeling, Finance, Portfolio Management, Investments, Banking
Education
The University of British Columbia 2013 — 2014
Master's Degree, Economics, A Average
Sauder School of Business 2009 — 2012
Bachelor's Degree, Commerce, Finance, A+ Average
Queen's University 2008 — 2009
Commerce, Finance
CEPA Ltd September 2015 - Present
Clinton Global Initiative, Clinton Foundation September 2014 - January 2015
The University of British Columbia September 2013 - May 2014
Fraser Academy January 2013 - August 2013
HSBC 2012 - 2012
RBC Capital Markets March 2011 - August 2011
Skills
Economic Development, Microeconomics, Macroeconomics, Microsoft Excel, PowerPoint, Stata, Econometrics, Capital Markets, Equities, Corporate Finance, Financial Analysis, Valuation, Bloomberg, Financial Modeling, Finance, Portfolio Management, Investments, Banking
Education
The University of British Columbia 2013 — 2014
Master's Degree, Economics, A Average
Sauder School of Business 2009 — 2012
Bachelor's Degree, Commerce, Finance, A+ Average
Queen's University 2008 — 2009
Commerce, Finance
Eileen Pappas, CPA, MBA Eileen Pappas, CPA, MBA's HSBC Experience March 2001 - Present
Job Senior Manager North America Finance at HSBC
Industry Banking
Experience
HSBC March 2001 - Present
Chart House 1998 - 2001
Kraft Foods Group 1993 - 1998
Platt, Barth, Elson & Steinman 1990 - 1993
Skills
Management, Banking, Forecasting, Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Risk Management, Finance, Corporate Finance, Managerial Finance, Credit Risk, Financial Risk, Portfolio Management, Financial Planning
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
M.B.A., Finance
State University of New York College at Oswego 1986 — 1990
B.S., Accounting
HSBC March 2001 - Present
Chart House 1998 - 2001
Kraft Foods Group 1993 - 1998
Platt, Barth, Elson & Steinman 1990 - 1993
Skills
Management, Banking, Forecasting, Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Risk Management, Finance, Corporate Finance, Managerial Finance, Credit Risk, Financial Risk, Portfolio Management, Financial Planning
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
M.B.A., Finance
State University of New York College at Oswego 1986 — 1990
B.S., Accounting
SHELBIE PHILLIPS SHELBIE PHILLIPS's HSBC Experience May 2000 - 2011
Job at
Industry Banking
Experience
Pioneer Services Military Banking Division 2013 - Present
HSBC May 2000 - 2011
Skills
Management, Loans, Credit, Banking, Sales, Training, Marketing, Recruiting, Customer Service, Sales Management, Budgets, Social Media, Refinance, Portfolio Management
Education
Bryant and Stratton 2009 — 2011
BBA, Human Resources Management/Personnel Administration, General
Tidewater Community College 1996 — 1998
Associates, Business
Regent University
Business, Management, Marketing, and Related Support Services
Pioneer Services Military Banking Division 2013 - Present
HSBC May 2000 - 2011
Skills
Management, Loans, Credit, Banking, Sales, Training, Marketing, Recruiting, Customer Service, Sales Management, Budgets, Social Media, Refinance, Portfolio Management
Education
Bryant and Stratton 2009 — 2011
BBA, Human Resources Management/Personnel Administration, General
Tidewater Community College 1996 — 1998
Associates, Business
Regent University
Business, Management, Marketing, and Related Support Services
Jing Song Jing Song's HSBC Experience September 2006 - April 2012
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Nike June 2012 - 2014
Capital One May 2012 - May 2012
HSBC September 2006 - April 2012
Bates Private Capital, an LECG Company August 2003 - August 2006
Skills
Business Intelligence, SAS, SQL, Analytics, VBA, Data Analysis, Data Modeling, Data Warehousing, Database Marketing, Cognos, SDLC, Credit Cards, Tableau, Visio, Python, Business Analysis, Financial Services, Requirements Gathering, SharePoint, Unix Shell Scripting, ETL, Bloomberg, ADO, Agile Methodolgy
Education
OGI School of Science & Engineering at OHSU
M.S. in Electrical and Computer Engineering
Renmin University of China
B.S. in Economics
Wells Fargo December 2014 - Present
Nike June 2012 - 2014
Capital One May 2012 - May 2012
HSBC September 2006 - April 2012
Bates Private Capital, an LECG Company August 2003 - August 2006
Skills
Business Intelligence, SAS, SQL, Analytics, VBA, Data Analysis, Data Modeling, Data Warehousing, Database Marketing, Cognos, SDLC, Credit Cards, Tableau, Visio, Python, Business Analysis, Financial Services, Requirements Gathering, SharePoint, Unix Shell Scripting, ETL, Bloomberg, ADO, Agile Methodolgy
Education
OGI School of Science & Engineering at OHSU
M.S. in Electrical and Computer Engineering
Renmin University of China
B.S. in Economics
Nathan Ewert Nathan Ewert's HSBC Experience March 2008 - February 2010
Job President of Consumer Banking
Industry Banking
Experience
Adams Bank & Trust March 2010 - Present
HSBC March 2008 - February 2010
HSBC March 2006 - February 2008
HSBC 2002 - 2006
Skills
Leadership, Loans, Strategy, Underwriting, Credit, Consumer Lending, Commercial Lending, Banking, Financial Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Small Business Lending, Risk Management, Credit Analysis, Portfolio Management, Cross Selling, Management, Sales, Small Business, Commercial Mortgages, Finance, Relationship Management, Business Development, Financial Services, Credit Risk
Education
Graduate School of Banking - Boulder, CO 2011 — 2013
Banking
Loyola University of Chicago - Graduate School of Business 2006 — 2008
MBA, Business Administration and Management, General
University of Nebraska-Lincoln 1991 — 1995
Bachelors, Business
Adams Bank & Trust March 2010 - Present
HSBC March 2008 - February 2010
HSBC March 2006 - February 2008
HSBC 2002 - 2006
Skills
Leadership, Loans, Strategy, Underwriting, Credit, Consumer Lending, Commercial Lending, Banking, Financial Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Small Business Lending, Risk Management, Credit Analysis, Portfolio Management, Cross Selling, Management, Sales, Small Business, Commercial Mortgages, Finance, Relationship Management, Business Development, Financial Services, Credit Risk
Education
Graduate School of Banking - Boulder, CO 2011 — 2013
Banking
Loyola University of Chicago - Graduate School of Business 2006 — 2008
MBA, Business Administration and Management, General
University of Nebraska-Lincoln 1991 — 1995
Bachelors, Business
Mirjana Popovic-Lalic's HSBC Experience 2009 - 2009
Job Freelance Bookkeeper
Industry Financial Services
Experience
Self-Employed March 2014 - Present
Werber Management July 2012 - December 2013
JPMorgan Chase September 2005 - July 2012
HSBC 2009 - 2009
Skills
Customer Service, Microsoft Office, Sales, Small Business, Leadership, Bookkeeping, Treasury, QuickBooks, Accounts Payable, Accounts Receivable, Operating Budgets, payroll, Management, Personal Banking, Small Business Banking, Investments, Home Equity, Team Leadership, Retail, Building Management, Building Maintenance, Tenant Coordination, Contractor Liaison
Education
Queens College 1999 — 2003
Bachelor's degree, Media Studies
Touro College
Master's Degree, Early Childhood Education and Teaching
Self-Employed March 2014 - Present
Werber Management July 2012 - December 2013
JPMorgan Chase September 2005 - July 2012
HSBC 2009 - 2009
Skills
Customer Service, Microsoft Office, Sales, Small Business, Leadership, Bookkeeping, Treasury, QuickBooks, Accounts Payable, Accounts Receivable, Operating Budgets, payroll, Management, Personal Banking, Small Business Banking, Investments, Home Equity, Team Leadership, Retail, Building Management, Building Maintenance, Tenant Coordination, Contractor Liaison
Education
Queens College 1999 — 2003
Bachelor's degree, Media Studies
Touro College
Master's Degree, Early Childhood Education and Teaching
Johanna Kounakis Johanna Kounakis's HSBC Experience October 2000 - November 2011
Job
Industry Banking
Experience
Fidelity National Information Services January 2012 - Present
HSBC October 2000 - November 2011
EDS Group April 1999 - October 2000
Citibank November 1998 - April 1999
Summit Bank October 1991 - November 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Leadership, Time Management, Analysis, Access, PowerPoint, Banking, Business Analysis, Process Improvement, Team Building, Training
Education
Ramapo College of New Jersey
Bachelors of Science, Business Administration and Management, General
Fidelity National Information Services January 2012 - Present
HSBC October 2000 - November 2011
EDS Group April 1999 - October 2000
Citibank November 1998 - April 1999
Summit Bank October 1991 - November 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Leadership, Time Management, Analysis, Access, PowerPoint, Banking, Business Analysis, Process Improvement, Team Building, Training
Education
Ramapo College of New Jersey
Bachelors of Science, Business Administration and Management, General
Jingli (Alison) Li's HSBC Experience July 2014 - November 2014
Job Risk Analyst
Industry Financial Services
Experience
State Street November 2014 - Present
HSBC July 2014 - November 2014
Zolio Inc March 2014 - May 2014
Lally School of Management March 2013 - December 2013
Citigroup June 2013 - August 2013
Bank of Beijing January 2012 - July 2012
Citibank January 2011 - March 2011
Skills
Analysis, Financial Analysis, Data Analysis, Corporate Finance, Matlab, Stata, Microsoft Excel, Bloomberg, Python, VBA, SQL, R, C, VB, Visual Basic, Microsoft Access, Mathematical Statistics, Regression Analysis, Risk management, Trading, SAS, Yield Book, SAS Programming
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science, Financial Engineering and Risk Analytics
Beijing Union University (BUU), Beijing, China 2007 — 2011
Bachelor of Economics, Finance, 3.75/4.0
State Street November 2014 - Present
HSBC July 2014 - November 2014
Zolio Inc March 2014 - May 2014
Lally School of Management March 2013 - December 2013
Citigroup June 2013 - August 2013
Bank of Beijing January 2012 - July 2012
Citibank January 2011 - March 2011
Skills
Analysis, Financial Analysis, Data Analysis, Corporate Finance, Matlab, Stata, Microsoft Excel, Bloomberg, Python, VBA, SQL, R, C, VB, Visual Basic, Microsoft Access, Mathematical Statistics, Regression Analysis, Risk management, Trading, SAS, Yield Book, SAS Programming
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science, Financial Engineering and Risk Analytics
Beijing Union University (BUU), Beijing, China 2007 — 2011
Bachelor of Economics, Finance, 3.75/4.0
Sue Hadden Sue Hadden's HSBC Experience May 2006 - August 2007
Job Head of Practice Management at Barclays
Industry Professional Training & Coaching
Experience
Barclays March 2014 - Present
Barclays July 2012 - March 2014
Barclays Wealth November 2010 - July 2012
Merrill Lynch August 2007 - February 2009
HSBC May 2006 - August 2007
RBS August 2002 - August 2005
Coutts Bank May 1999 - June 2002
Skills
Recruiting, Talent Management, Assessment Center, Training, Employee Engagement, Psychometrics, Management, Graduate Recruitment, Performance Management, Investment Banking, Career Counseling, Interviews, Coaching, Personnel Management, Career Development, Management Development, Leadership, Succession Planning, Talent Acquisition
Education
CAPT Training School 2014 — 2014
MBTI Certification
The Coaching Academy 2011 — 2011
NLP Practitioner, NLP
Chris Howard Training Academy 2010 — 2010
Rich Heart Wealthy Mind
The Coaching Institute 2009 — 2010
Certificate IV in Life Coaching
Unleash Your Secret Power 2009 — 2009
Queensland University of Technology 1996 — 1998
BA, Human Resource Management
Barclays March 2014 - Present
Barclays July 2012 - March 2014
Barclays Wealth November 2010 - July 2012
Merrill Lynch August 2007 - February 2009
HSBC May 2006 - August 2007
RBS August 2002 - August 2005
Coutts Bank May 1999 - June 2002
Skills
Recruiting, Talent Management, Assessment Center, Training, Employee Engagement, Psychometrics, Management, Graduate Recruitment, Performance Management, Investment Banking, Career Counseling, Interviews, Coaching, Personnel Management, Career Development, Management Development, Leadership, Succession Planning, Talent Acquisition
Education
CAPT Training School 2014 — 2014
MBTI Certification
The Coaching Academy 2011 — 2011
NLP Practitioner, NLP
Chris Howard Training Academy 2010 — 2010
Rich Heart Wealthy Mind
The Coaching Institute 2009 — 2010
Certificate IV in Life Coaching
Unleash Your Secret Power 2009 — 2009
Queensland University of Technology 1996 — 1998
BA, Human Resource Management
Thomas Vercillo Thomas Vercillo's HSBC Experience 1996 - 2010
Job
Industry Banking
Experience
City National Bank October 2010 - Present
HSBC 1996 - 2010
European American Bank (EAB) 1985 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Queens College
Accounting and Business/Management
City National Bank October 2010 - Present
HSBC 1996 - 2010
European American Bank (EAB) 1985 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Queens College
Accounting and Business/Management
David Nieves David Nieves's HSBC Experience October 2013 - January 2014
Job IT Specialist for Bausch + Lomb Clearwater facility
Industry Computer & Network Security
Experience
Bausch + Lomb May 2015 - Present
Skytech Systems PC repair and services May 2005 - Present
HSBC October 2013 - January 2014
USAA April 2013 - July 2013
CGS February 2013 - April 2013
Marriott Vacations Worldwide November 2012 - January 2013
Datatech April 2012 - October 2012
L Ortega & Associates Of Tampa Bay August 2010 - March 2011
Dell November 2009 - October 2010
The Computer Hut January 2009 - September 2010
Skills
Troubleshooting, Networking, Windows Server, Windows 7, Windows, Linux, Customer Service, Computer Hardware, XP, Computer Repair, Team Leadership, Laptops, Technical Support, HP, Information Technology, Network Administration, System Administration, Software Installation, Hardware, Help Desk Support, Workstations, Wireless Networking, Antivirus, Printers, Computer Security, Operating Systems, System Deployment, Windows Vista, Windows XP
Education
Remington College-Tampa Campus 2009 — 2012
Associate's degree, Network and System Administration/Administrator
Remington College 2009 — 2011
AA degree in science, Technology and Networking
Bausch + Lomb May 2015 - Present
Skytech Systems PC repair and services May 2005 - Present
HSBC October 2013 - January 2014
USAA April 2013 - July 2013
CGS February 2013 - April 2013
Marriott Vacations Worldwide November 2012 - January 2013
Datatech April 2012 - October 2012
L Ortega & Associates Of Tampa Bay August 2010 - March 2011
Dell November 2009 - October 2010
The Computer Hut January 2009 - September 2010
Skills
Troubleshooting, Networking, Windows Server, Windows 7, Windows, Linux, Customer Service, Computer Hardware, XP, Computer Repair, Team Leadership, Laptops, Technical Support, HP, Information Technology, Network Administration, System Administration, Software Installation, Hardware, Help Desk Support, Workstations, Wireless Networking, Antivirus, Printers, Computer Security, Operating Systems, System Deployment, Windows Vista, Windows XP
Education
Remington College-Tampa Campus 2009 — 2012
Associate's degree, Network and System Administration/Administrator
Remington College 2009 — 2011
AA degree in science, Technology and Networking
RYAN G. GRANT RYAN G. GRANT's HSBC Experience 2006 - 2008
Job Territory Sales Manager at NOVADAQ
Industry Medical Devices
Experience
NOVADAQ October 2014 - Present
Stryker January 2014 - October 2014
PepsiCo January 2013 - December 2013
PepsiCo 2011 - January 2013
Liberty Mutual Insurance 2008 - 2011
HSBC 2006 - 2008
Skills
Proven..., Building Relationships, Insurance, Goal Driven Leader, Business Relationship..., Superior Communications..., Flexibility/Adaptability..., Analytical & Research..., Teamwork, Interpersonal..., Sales, Sales Process, Sales Management, Sales & Marketing..., Cold Calling, Problem-Solving/Reasonin..., Planning/Organizing, Market Development, Leadership, Goal Oriented, Sales Presentations
Education
Radford University 2001 — 2007
Bachelor of Science (BS), Political Science and Media Studies
NOVADAQ October 2014 - Present
Stryker January 2014 - October 2014
PepsiCo January 2013 - December 2013
PepsiCo 2011 - January 2013
Liberty Mutual Insurance 2008 - 2011
HSBC 2006 - 2008
Skills
Proven..., Building Relationships, Insurance, Goal Driven Leader, Business Relationship..., Superior Communications..., Flexibility/Adaptability..., Analytical & Research..., Teamwork, Interpersonal..., Sales, Sales Process, Sales Management, Sales & Marketing..., Cold Calling, Problem-Solving/Reasonin..., Planning/Organizing, Market Development, Leadership, Goal Oriented, Sales Presentations
Education
Radford University 2001 — 2007
Bachelor of Science (BS), Political Science and Media Studies
William Rebuth's HSBC Experience September 2008 - July 2009
Job Examiner at Consumer Financial Protection Bureau (CFPB)
Industry Financial Services
Experience
Consumer Financial Protection Bureau (CFPB) April 2013 - Present
Freddie Mac October 2009 - April 2013
HSBC September 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Village Consulting June 2001 - September 2003
Midland Mortgage Investment Corporation 1999 - 2001
Ocwen Federal Bank 1996 - 1999
Skills
Mortgage Banking, Loan Servicing, Loss Mitigation, Portfolio Management, Compliance, Mortgage Servicing, Underwriting, Due Diligence, Mortgage Lending, Financial Risk, Loans, Leadership, Credit, Finance, Analysis, Executive Management, Management, Mergers & Acquisitions, Valuation, Vendor Management, Credit Risk, Banking, Financial Services, Strategy, Funding, Loan Origination, Risk Management
Education
Queensborough Community College
Consumer Financial Protection Bureau (CFPB) April 2013 - Present
Freddie Mac October 2009 - April 2013
HSBC September 2008 - July 2009
Morgan Stanley September 2003 - February 2008
Village Consulting June 2001 - September 2003
Midland Mortgage Investment Corporation 1999 - 2001
Ocwen Federal Bank 1996 - 1999
Skills
Mortgage Banking, Loan Servicing, Loss Mitigation, Portfolio Management, Compliance, Mortgage Servicing, Underwriting, Due Diligence, Mortgage Lending, Financial Risk, Loans, Leadership, Credit, Finance, Analysis, Executive Management, Management, Mergers & Acquisitions, Valuation, Vendor Management, Credit Risk, Banking, Financial Services, Strategy, Funding, Loan Origination, Risk Management
Education
Queensborough Community College
Nick Mottas Nick Mottas's HSBC Experience September 2004 - April 2009
Job Business Architect at Estes Express Lines
Industry Transportation/Trucking/Railroad
Experience
Estes Express Lines May 2014 - Present
Estes Express Lines April 2013 - May 2014
Instant Credit Manager 2009 - June 2013
HSBC September 2004 - April 2009
Skills
Project Management, Business Development, Business Analysis, Software Project..., Business Architecture, Process Improvement, Business Process...
Education
University of Phoenix
Bachelor of Science, Business Administration and Management, General
Radford University
Estes Express Lines May 2014 - Present
Estes Express Lines April 2013 - May 2014
Instant Credit Manager 2009 - June 2013
HSBC September 2004 - April 2009
Skills
Project Management, Business Development, Business Analysis, Software Project..., Business Architecture, Process Improvement, Business Process...
Education
University of Phoenix
Bachelor of Science, Business Administration and Management, General
Radford University
Robert T. Harder's HSBC Experience July 2013 - April 2014
Job Senior Relationship Manager and Business Consultant at Astoria Bank helping businesses grow & prosper
Industry Banking
Experience
Astoria Bank April 2014 - Present
HSBC July 2013 - April 2014
HSBC May 2012 - July 2013
M&T Bank January 2007 - March 2012
JPMorgan Chase April 2003 - January 2007
JPMorgan Chase August 1998 - April 2003
JPMorgan Chase November 1981 - August 1998
Skills
Credit, Portfolio Management, Loans, Credit Analysis, Finance, Relationship Management, Commercial Banking, Financial Analysis, Banking, Commercial Lending, Cross Selling
Education
Pace University - Lubin Graduate School of Business 1984 — 1987
MBA, Banking & Finance
Queens College 1978 — 1981
BA, Accounting & Information Systems; Economics
Stuyvesant H.S. 1975 — 1978
Astoria Bank April 2014 - Present
HSBC July 2013 - April 2014
HSBC May 2012 - July 2013
M&T Bank January 2007 - March 2012
JPMorgan Chase April 2003 - January 2007
JPMorgan Chase August 1998 - April 2003
JPMorgan Chase November 1981 - August 1998
Skills
Credit, Portfolio Management, Loans, Credit Analysis, Finance, Relationship Management, Commercial Banking, Financial Analysis, Banking, Commercial Lending, Cross Selling
Education
Pace University - Lubin Graduate School of Business 1984 — 1987
MBA, Banking & Finance
Queens College 1978 — 1981
BA, Accounting & Information Systems; Economics
Stuyvesant H.S. 1975 — 1978
Sophia Sutton Sophia Sutton's HSBC Experience January 2012 - Present
Job Small business specialist Astoria bank
Industry Banking
Experience
HSBC January 2012 - Present
HSBC bank 2003 - 2014
HSBC Retail Banking and Wealth Management January 2003 - November 2013
Skills
Banking, Finance, Financial Services, Retail Banking, Investments, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Risk Management
Education
Queensborough Community College 1992 — 1994
Associate's Degree, Accounting
Springfield gardens high school 1991 — 1992
Accounting
HSBC January 2012 - Present
HSBC bank 2003 - 2014
HSBC Retail Banking and Wealth Management January 2003 - November 2013
Skills
Banking, Finance, Financial Services, Retail Banking, Investments, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Risk Management
Education
Queensborough Community College 1992 — 1994
Associate's Degree, Accounting
Springfield gardens high school 1991 — 1992
Accounting
Denise Nieves Denise Nieves's HSBC Experience May 2011 - July 2012
Job Procurement Specialist at Touro College
Industry Accounting
Experience
Touro College August 2014 - Present
Atrium Staffing May 2014 - August 2014
Atrium Staffing February 2014 - May 2014
Perdios, Demetrios CPA October 2013 - 2013
HSBC May 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
Queens College 2011 — 2013
Bachelor of Arts (B.A.), Accounting
St. Francis Preparatory High School 2004 — 2008
High School Diploma
Touro College August 2014 - Present
Atrium Staffing May 2014 - August 2014
Atrium Staffing February 2014 - May 2014
Perdios, Demetrios CPA October 2013 - 2013
HSBC May 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
Queens College 2011 — 2013
Bachelor of Arts (B.A.), Accounting
St. Francis Preparatory High School 2004 — 2008
High School Diploma
Eva Yiin Eva Yiin's HSBC Experience March 2013 - Present
Job at
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Abel Gizaw, CFA Abel Gizaw, CFA's HSBC Experience May 2006 - May 2008
Job Associate at Aronson Capital Partners
Industry Investment Banking
Experience
Aronson Capital Partners April 2014 - Present
Booz Allen Hamilton January 2013 - April 2014
State Street Corporation April 2012 - January 2013
Booz Allen Hamilton June 2009 - April 2012
Windrock Capital February 2011 - February 2012
Radford University Student Managed Investment Portfolio August 2007 - April 2009
HSBC May 2006 - May 2008
Virginia Economic Bridge January 2006 - May 2006
Skills
Financial Analysis, Analysis, Corporate Finance, Strategy, Financial Modeling, Finance, Investments, Valuation, Due Diligence, Business Analysis, Mergers & Acquisitions, Economics, Financial Reporting, Forecasting, Investment Banking, Capital Markets, Hedge Funds, Strategic Financial..., Business Strategy, Mergers
Education
Radford University 2008 — 2009
Master of Business Administration (M.B.A.)
Radford University
Bachelor of Business Administration (BBA), Finance and Economics
Aronson Capital Partners April 2014 - Present
Booz Allen Hamilton January 2013 - April 2014
State Street Corporation April 2012 - January 2013
Booz Allen Hamilton June 2009 - April 2012
Windrock Capital February 2011 - February 2012
Radford University Student Managed Investment Portfolio August 2007 - April 2009
HSBC May 2006 - May 2008
Virginia Economic Bridge January 2006 - May 2006
Skills
Financial Analysis, Analysis, Corporate Finance, Strategy, Financial Modeling, Finance, Investments, Valuation, Due Diligence, Business Analysis, Mergers & Acquisitions, Economics, Financial Reporting, Forecasting, Investment Banking, Capital Markets, Hedge Funds, Strategic Financial..., Business Strategy, Mergers
Education
Radford University 2008 — 2009
Master of Business Administration (M.B.A.)
Radford University
Bachelor of Business Administration (BBA), Finance and Economics
Joey Lash Joey Lash's HSBC Experience August 2008 - March 2012
Job REALTOR at RE/MAX professionals
Industry Real Estate
Experience
Re/Max professionals Mortgage SpecialistVERICO One Link MortgageApril 2012 - April 2014
HSBC August 2008 - March 2012
Wells Fargo Financial May 2004 - July 2008
Skills
Investment Properties, Banking, Real Estate, Condos, Residential Homes, Investors, Sales, Customer Service, Rentals, Negotiation, Sellers, Loans, Single Family Homes, Refinance
Education
CAAMP
Red River College
Re/Max professionals Mortgage SpecialistVERICO One Link MortgageApril 2012 - April 2014
HSBC August 2008 - March 2012
Wells Fargo Financial May 2004 - July 2008
Skills
Investment Properties, Banking, Real Estate, Condos, Residential Homes, Investors, Sales, Customer Service, Rentals, Negotiation, Sellers, Loans, Single Family Homes, Refinance
Education
CAAMP
Red River College
Jane Rannie Jane Rannie's HSBC Experience January 2014 - August 2014
Job Director and Team Leader, Cash Management, GTA at CIBC
Industry Financial Services
Experience
CIBC September 2014 - Present
HSBC January 2014 - August 2014
HSBC January 2013 - January 2014
HSBC November 2007 - January 2013
HSBC August 2005 - November 2007
The Canadian Stage Company August 2003 - August 2005
Corus Entertainment January 2002 - September 2002
Toronto Symphony Orchestra June 1999 - January 2002
Skills
Credit Analysis, Risk Management, Treasury Management, Commercial Lending, Financial Services, Payments, Financial Analysis, Sales Management, Coaching, Sales, Certified Treasury..., Public Relations
Education
York University - Schulich School of Business 2002 — 2005
Master of Business Administration (MBA), Marketing
Queen's University 1994 — 1997
Bachelor of Music
CIBC September 2014 - Present
HSBC January 2014 - August 2014
HSBC January 2013 - January 2014
HSBC November 2007 - January 2013
HSBC August 2005 - November 2007
The Canadian Stage Company August 2003 - August 2005
Corus Entertainment January 2002 - September 2002
Toronto Symphony Orchestra June 1999 - January 2002
Skills
Credit Analysis, Risk Management, Treasury Management, Commercial Lending, Financial Services, Payments, Financial Analysis, Sales Management, Coaching, Sales, Certified Treasury..., Public Relations
Education
York University - Schulich School of Business 2002 — 2005
Master of Business Administration (MBA), Marketing
Queen's University 1994 — 1997
Bachelor of Music
Kenneth Ting Kenneth Ting's HSBC Experience May 2006 - August 2006
Job Business Process Leader Lean Six Sigma Black Belt Candidate at Softchoice
Industry Consumer Goods
Experience
Softchoice June 2014 - Present
PepsiCo Canada October 2012 - June 2014
PepsiCo Canada June 2011 - October 2012
Procter & Gamble September 2008 - May 2011
Citigroup May 2007 - August 2007
HSBC May 2006 - August 2006
Ernst & Young July 2005 - August 2005
KPMG May 2005 - June 2005
Skills
Financial Modeling, Portfolio Management, Business Strategy, Financial Analysis, Cross-functional Team..., Finance, Management, Leadership, Strategy, Marketing Strategy, Strategic Planning, CRM, Analysis, Forecasting, Business Analysis, Marketing, Auditing, Business Process..., Kaizen, Lean Six Sigma, Project Management, Consumer Products, Continuous Improvement, Workshop Facilitation
Education
Queen's University 2004 — 2008
BComm, Marketing/International Business
Softchoice June 2014 - Present
PepsiCo Canada October 2012 - June 2014
PepsiCo Canada June 2011 - October 2012
Procter & Gamble September 2008 - May 2011
Citigroup May 2007 - August 2007
HSBC May 2006 - August 2006
Ernst & Young July 2005 - August 2005
KPMG May 2005 - June 2005
Skills
Financial Modeling, Portfolio Management, Business Strategy, Financial Analysis, Cross-functional Team..., Finance, Management, Leadership, Strategy, Marketing Strategy, Strategic Planning, CRM, Analysis, Forecasting, Business Analysis, Marketing, Auditing, Business Process..., Kaizen, Lean Six Sigma, Project Management, Consumer Products, Continuous Improvement, Workshop Facilitation
Education
Queen's University 2004 — 2008
BComm, Marketing/International Business
Geoff Stafford Geoff Stafford's HSBC Experience December 2008 - October 2010
Job Sourcing Manager Global Tops at Levi Strauss & Co.
Industry Logistics and Supply Chain
Experience
Levi Strauss & Co. May 2013 - Present
Levi Strauss & Co. October 2011 - May 2013
HSBC December 2008 - October 2010
Gap Inc. April 1999 - November 2008
Skills
Supply Chain..., Global Sourcing, Corporate Social..., Sustainability, Supply Chain Management, Strategy, Supply Chain, Process Improvement, Training, Business Process..., Sustainable Business
Education
University of Wisconsin-Madison 1992 — 1998
PhD, MA, Political Science, Southeast Asian Studies
Rice University 1984 — 1988
BA, Economics
Levi Strauss & Co. May 2013 - Present
Levi Strauss & Co. October 2011 - May 2013
HSBC December 2008 - October 2010
Gap Inc. April 1999 - November 2008
Skills
Supply Chain..., Global Sourcing, Corporate Social..., Sustainability, Supply Chain Management, Strategy, Supply Chain, Process Improvement, Training, Business Process..., Sustainable Business
Education
University of Wisconsin-Madison 1992 — 1998
PhD, MA, Political Science, Southeast Asian Studies
Rice University 1984 — 1988
BA, Economics
Felipe J. Echandi Felipe J. Echandi's HSBC Experience 2013 - November 2013
Job MBA Candidate Class of 2016 | The University of Texas at Austin McCombs School of Business
Industry Venture Capital & Private Equity
Experience
Jump Capital June 2015 - Present
DreamIt Ventures January 2015 - May 2015
Wells Fargo August 2014 - December 2014
Coinapult November 2013 - July 2014
HSBC 2013 - November 2013
ARIAS FABREGA & FABREGA April 2012 - May 2013
Arias & Muñoz May 2010 - September 2011
Skills
Legal Advice, Joint Ventures, Corporate Governance, Cross-border..., Mergers & Acquisitions, Securities Regulation, Legal Research, Foreign Investment, Political Science, Contract Law, Banking Law, Tax Law, Legal Assistance, Competition Law, Legal Writing, Public International Law, Due Diligence, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Universidad de Costa Rica 2006 — 2012
Licenciatura en Derecho (Juris Doctor equivalent), Law
Renmin University of China 2011 — 2011
Summer School, Mandarin Chinese and Chinese Culture
International Law Institute - Georgetown University 2010 — 2010
Law
Universidad de Costa Rica 2006 — 2010
Bachelor of Laws (LL.B.), Law
Colegio Episcopal de Panamá 1991 — 2005
High School Diploma, Arts and Sciences
Jump Capital June 2015 - Present
DreamIt Ventures January 2015 - May 2015
Wells Fargo August 2014 - December 2014
Coinapult November 2013 - July 2014
HSBC 2013 - November 2013
ARIAS FABREGA & FABREGA April 2012 - May 2013
Arias & Muñoz May 2010 - September 2011
Skills
Legal Advice, Joint Ventures, Corporate Governance, Cross-border..., Mergers & Acquisitions, Securities Regulation, Legal Research, Foreign Investment, Political Science, Contract Law, Banking Law, Tax Law, Legal Assistance, Competition Law, Legal Writing, Public International Law, Due Diligence, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Universidad de Costa Rica 2006 — 2012
Licenciatura en Derecho (Juris Doctor equivalent), Law
Renmin University of China 2011 — 2011
Summer School, Mandarin Chinese and Chinese Culture
International Law Institute - Georgetown University 2010 — 2010
Law
Universidad de Costa Rica 2006 — 2010
Bachelor of Laws (LL.B.), Law
Colegio Episcopal de Panamá 1991 — 2005
High School Diploma, Arts and Sciences
Tracy Lan, MFin Tracy Lan, MFin's HSBC Experience May 2013 - June 2014
Job Senior Analyst at RBC
Industry Financial Services
Experience
RBC August 2015 - Present
BMO Financial Group November 2014 - July 2015
HSBC May 2013 - June 2014
Edward Jones August 2009 - May 2013
Skills
Financial Modeling, Financial Analysis, Mutual Funds, Derivatives, Trade Operations, Equity Valuation, Fixed Income Analysis, Foreign Exchange, Equities, Wealth Management, Portfolio Management, Bloomberg, Finance, Investments, Banking
Education
Queen's University 2011 — 2012
Master, Finance
The University of Western Ontario 2002 — 2006
Bachelor, Finance & Economics
RBC August 2015 - Present
BMO Financial Group November 2014 - July 2015
HSBC May 2013 - June 2014
Edward Jones August 2009 - May 2013
Skills
Financial Modeling, Financial Analysis, Mutual Funds, Derivatives, Trade Operations, Equity Valuation, Fixed Income Analysis, Foreign Exchange, Equities, Wealth Management, Portfolio Management, Bloomberg, Finance, Investments, Banking
Education
Queen's University 2011 — 2012
Master, Finance
The University of Western Ontario 2002 — 2006
Bachelor, Finance & Economics
Kelly Considine, CFA Kelly Considine, CFA's HSBC Experience December 2013 - Present
Job Senior Relationship Manager, Vice President at HSBC
Industry Banking
Experience
HSBC December 2013 - Present
Skills
Commercial Banking, Portfolio Management, Credit Analysis, Relationship Management, Banking Relationships, Commercial Real Estate, Real Estate Financing, International Business..., Banking, Chartered Financial..., Financial Literacy..., Business Development, Loan Origination, Syndications, Leveraged Finance, Financial Structuring, Project Finance
Education
University of California, Berkeley 2000 — 2004
Economics and PEIS
Raffles Junior College 1998 — 1999
HSBC December 2013 - Present
Skills
Commercial Banking, Portfolio Management, Credit Analysis, Relationship Management, Banking Relationships, Commercial Real Estate, Real Estate Financing, International Business..., Banking, Chartered Financial..., Financial Literacy..., Business Development, Loan Origination, Syndications, Leveraged Finance, Financial Structuring, Project Finance
Education
University of California, Berkeley 2000 — 2004
Economics and PEIS
Raffles Junior College 1998 — 1999
Jason Henderson Jason Henderson's HSBC Experience June 2006 - Present
Job Executive Vice President , Head of Global Banking and Markets at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada March 2013 - Present
HSBC June 2006 - Present
RBC Capital Markets November 2004 - June 2006
RBC Capital Markets June 1993 - November 2004
Education
Queen's University 1989 — 1993
Bachelor of Commerce, Finance
nelson high school
HSBC Bank Canada March 2013 - Present
HSBC June 2006 - Present
RBC Capital Markets November 2004 - June 2006
RBC Capital Markets June 1993 - November 2004
Education
Queen's University 1989 — 1993
Bachelor of Commerce, Finance
nelson high school
Carolyn Grout Carolyn Grout's HSBC Experience 2009 - 2012
Job Marketing Manager at Chartwell Retirement Residences
Industry Marketing and Advertising
Experience
Chartwell Retirement Residences June 2015 - Present
CIBC 2013 - 2014
HSBC 2009 - 2012
TD 2005 - 2009
Heart and Stroke Foundation 2001 - 2003
Ambrose Carr Linton Carrol (currently known as CP+B) 1999 - 2000
Harrod And Mirlin/FCB (currently known as Draft FCB) 1997 - 1998
BBDO 1991 - 1996
Skills
Integrated Marketing, Marketing Communications, Creative Strategy, Sponsorship, Direct Mail, Product Marketing, Direct Marketing, Relationship Marketing, Brand Management, Multi-channel Marketing, Loyalty Programs, Digital Marketing, Email Marketing, Marketing Management, Market Planning, Social Media Marketing, Communications Planning, Marketing Strategy, Marketing Research, Digital Media, Media Planning, Advertising
Education
Queen's University
Bachelor of Arts, Political Studies
St. Lawrence College
Business Administration, Marketing
Institute of Canadian Advertising
Certified Advertising Agency Practitioner
Chartwell Retirement Residences June 2015 - Present
CIBC 2013 - 2014
HSBC 2009 - 2012
TD 2005 - 2009
Heart and Stroke Foundation 2001 - 2003
Ambrose Carr Linton Carrol (currently known as CP+B) 1999 - 2000
Harrod And Mirlin/FCB (currently known as Draft FCB) 1997 - 1998
BBDO 1991 - 1996
Skills
Integrated Marketing, Marketing Communications, Creative Strategy, Sponsorship, Direct Mail, Product Marketing, Direct Marketing, Relationship Marketing, Brand Management, Multi-channel Marketing, Loyalty Programs, Digital Marketing, Email Marketing, Marketing Management, Market Planning, Social Media Marketing, Communications Planning, Marketing Strategy, Marketing Research, Digital Media, Media Planning, Advertising
Education
Queen's University
Bachelor of Arts, Political Studies
St. Lawrence College
Business Administration, Marketing
Institute of Canadian Advertising
Certified Advertising Agency Practitioner
Peter Memon's HSBC Experience April 2005 - September 2007
Job Member Board of Directors for the MS Business Analytics Program at RPI Lally School of Management
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
RPI Lally School of Management July 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers September 2007 - September 2008
HSBC April 2005 - September 2007
Bear Stearns February 2003 - April 2005
Deutsche Bank November 2000 - February 2002
MLIS Inc. January 1997 - November 2000
Lehman Brothers July 1995 - January 1997
Goldman Sachs/J. Aron July 1994 - July 1995
Skills
Data Mining, Complex Event Processing, Strategic Leadership, Data Analysis, Software Project..., Technical Architecture, Photography, Business Strategy, Business Plan..., Big Data, Business Intelligence, Business Intelligence..., Event Processing, Data Virtualization, Tibco Spotfire, Business Planning, Derivatives, Trading Systems, Fixed Income, Data Warehousing, Capital Markets, Bonds, Risk Management, Spotfire, Credit Derivatives, FX trading, IT Strategy, Sybase, Prime Brokerage, Software Development, Market Data, Strategy, CDS, Emerging Markets, Equity Trading, Management, Interest Rate..., Electronic Trading
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, CSE and Math
J.P. Morgan November 2014 - Present
RPI Lally School of Management July 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers September 2007 - September 2008
HSBC April 2005 - September 2007
Bear Stearns February 2003 - April 2005
Deutsche Bank November 2000 - February 2002
MLIS Inc. January 1997 - November 2000
Lehman Brothers July 1995 - January 1997
Goldman Sachs/J. Aron July 1994 - July 1995
Skills
Data Mining, Complex Event Processing, Strategic Leadership, Data Analysis, Software Project..., Technical Architecture, Photography, Business Strategy, Business Plan..., Big Data, Business Intelligence, Business Intelligence..., Event Processing, Data Virtualization, Tibco Spotfire, Business Planning, Derivatives, Trading Systems, Fixed Income, Data Warehousing, Capital Markets, Bonds, Risk Management, Spotfire, Credit Derivatives, FX trading, IT Strategy, Sybase, Prime Brokerage, Software Development, Market Data, Strategy, CDS, Emerging Markets, Equity Trading, Management, Interest Rate..., Electronic Trading
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, CSE and Math
Dishen (Allison) Wang Dishen (Allison) Wang's HSBC Experience June 2011 - August 2011
Job MBA Candidate at Rice University
Industry Oil & Energy
Experience
Wood Mackenzie June 2015 - August 2015
Tricon International, Ltd. January 2013 - January 2014
Grant Thornton LLP June 2012 - August 2012
HSBC June 2011 - August 2011
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Energy, Finance
Rice University 2009 — 2012
Bachelor of Arts (B.A.), Mathematical Economic Analysis, 3.70
Wood Mackenzie June 2015 - August 2015
Tricon International, Ltd. January 2013 - January 2014
Grant Thornton LLP June 2012 - August 2012
HSBC June 2011 - August 2011
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Energy, Finance
Rice University 2009 — 2012
Bachelor of Arts (B.A.), Mathematical Economic Analysis, 3.70
Sean Tang Sean Tang's HSBC Experience February 2013 - September 2014
Job Project Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2015 - Present
Discover Financial Services September 2014 - Present
HSBC February 2013 - September 2014
Lally Student Management Fund (LSMF) October 2011 - August 2012
AGRICULTURE BANK OF CHINA July 2010 - September 2010
INTAGE Inc. October 2007 - March 2008
Skills
VBA, Credit Risk, Data Mining, SAS, Matlab, SQL, Risk Management, Bloomberg Terminal, Regression Analysis, Data Analysis, CFA level 1, Microsoft Office, MS Office Suite, Back Testing, R
Education
Rensselaer Polytechnic Institute 2011 — 2012
Master of Science, Financial Engineering and Risk Analyst
Shanghai University 2007 — 2011
Bachelor of Science (BS), Finance
Discover Financial Services September 2015 - Present
Discover Financial Services September 2014 - Present
HSBC February 2013 - September 2014
Lally Student Management Fund (LSMF) October 2011 - August 2012
AGRICULTURE BANK OF CHINA July 2010 - September 2010
INTAGE Inc. October 2007 - March 2008
Skills
VBA, Credit Risk, Data Mining, SAS, Matlab, SQL, Risk Management, Bloomberg Terminal, Regression Analysis, Data Analysis, CFA level 1, Microsoft Office, MS Office Suite, Back Testing, R
Education
Rensselaer Polytechnic Institute 2011 — 2012
Master of Science, Financial Engineering and Risk Analyst
Shanghai University 2007 — 2011
Bachelor of Science (BS), Finance
John-Paul Ranaudo John-Paul Ranaudo's HSBC Experience January 2004 - August 2004
Job Senior Sales Engineer at Kony Solutions
Industry Computer Software
Experience
Kony Solutions December 2011 - Present
Audi Club 2010 - 2012
Western Union April 2011 - December 2011
Thomson Reuters November 2007 - March 2011
Prudential Financial April 2006 - November 2007
ADP 2005 - 2006
Liberty Travel August 2004 - May 2005
HSBC January 2004 - August 2004
Associated Merchandising Corporation (Target, Inc. Subsidiary) October 2003 - December 2003
Prudential Financial July 2000 - September 2003
Skills
Customer Facing, Agile, Scrum, SDLC, Application Design, Technical Leadership, Product Management, Patterns, Agile Project Management, Continuous Integration, Product Development, Extreme Programming, Software Project..., Object Oriented Design, Iterative, Design Patterns, Software Development, OOP, Product Strategy, Requirements Analysis, OOAD, SOA, SaaS, Java, Eclipse, Ant, Log4j, JSP, EJB, JNDI, JAX-RPC, JAX-WS, Axis2, JDOM, Pre-sales, Sales Engineering, Product Demonstration, Technical Demonstrations, Agile Methodologies, Integration, Oracle, Enterprise Software, REST, Web Applications, Tomcat, Websphere, Databases, Mobile Applications, Microsoft SQL Server, Architectures
Education
Ramapo College of New Jersey 1996 — 2000
Bachelor of Science, Information Management
Ramapo College of New Jersey 1996 — 1999
Bachelor of Science, Information Management
Kony Solutions December 2011 - Present
Audi Club 2010 - 2012
Western Union April 2011 - December 2011
Thomson Reuters November 2007 - March 2011
Prudential Financial April 2006 - November 2007
ADP 2005 - 2006
Liberty Travel August 2004 - May 2005
HSBC January 2004 - August 2004
Associated Merchandising Corporation (Target, Inc. Subsidiary) October 2003 - December 2003
Prudential Financial July 2000 - September 2003
Skills
Customer Facing, Agile, Scrum, SDLC, Application Design, Technical Leadership, Product Management, Patterns, Agile Project Management, Continuous Integration, Product Development, Extreme Programming, Software Project..., Object Oriented Design, Iterative, Design Patterns, Software Development, OOP, Product Strategy, Requirements Analysis, OOAD, SOA, SaaS, Java, Eclipse, Ant, Log4j, JSP, EJB, JNDI, JAX-RPC, JAX-WS, Axis2, JDOM, Pre-sales, Sales Engineering, Product Demonstration, Technical Demonstrations, Agile Methodologies, Integration, Oracle, Enterprise Software, REST, Web Applications, Tomcat, Websphere, Databases, Mobile Applications, Microsoft SQL Server, Architectures
Education
Ramapo College of New Jersey 1996 — 2000
Bachelor of Science, Information Management
Ramapo College of New Jersey 1996 — 1999
Bachelor of Science, Information Management
Andrew (Xiaodong) He Andrew (Xiaodong) He's HSBC Experience October 2011 - Present
Job VP & Sr. Data Analyst
Industry Financial Services
Experience
HSBC October 2011 - Present
PricewaterhouseCoopers 2007 - October 2011
RCL Trading December 2003 - April 2006
Timeplex 1996 - 2003
Sony Electronics 1994 - 1996
American Cyanamid 1993 - 1994
Skills
Financial Reporting, Analysis, Process Improvement, Business Analysis, Agile Methodologies, Oracle, Business Process, Corporate Finance, Forecasting, Management Consulting, Risk Management, Project Management, Financial Services, Valuation, Financial Analysis, Management, Business Process..., Business Intelligence
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2007
MBA
Ramapo College of New Jersey 1993 — 1996
BS
Wenzhou YiZhong
Wenzhou YiZhong
HSBC October 2011 - Present
PricewaterhouseCoopers 2007 - October 2011
RCL Trading December 2003 - April 2006
Timeplex 1996 - 2003
Sony Electronics 1994 - 1996
American Cyanamid 1993 - 1994
Skills
Financial Reporting, Analysis, Process Improvement, Business Analysis, Agile Methodologies, Oracle, Business Process, Corporate Finance, Forecasting, Management Consulting, Risk Management, Project Management, Financial Services, Valuation, Financial Analysis, Management, Business Process..., Business Intelligence
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2007
MBA
Ramapo College of New Jersey 1993 — 1996
BS
Wenzhou YiZhong
Wenzhou YiZhong
Primitivo (Primo) Iglesias Primitivo (Primo) Iglesias's HSBC Experience August 2001 - September 2006
Job Financial Services Consultant
Industry Financial Services
Experience
European American Equities, LLC August 2008 - November 2009
HSBC August 2001 - September 2006
Citigroup April 1993 - February 2001
J.W. Charles Securities, Inc - Boca Raton, FL September 1988 - January 1993
American Trading Exchange - Miami, FL September 1986 - June 1988
Banco Di Roma Intl - New York, NY March 1981 - June 1986
Skills
Cash Management, International Relations, Telecommunications, ETFs, Building Relationships, Sales Management, Business Development, Relationship Management, Marketing, Investments, Portfolio Management, Banking, Business Strategy, Financial Markets, Insurance, New Business Development, Mutual Funds, Negotiation, Sales, Wealth Management, Marketing Strategy, Strategic Planning, Business Planning, Securities, International Sales, Financial Advisory, CRM, Latin America, Asset Managment, Direct Sales, Investment Advisory, Contract Negotiation, Management, Management Consulting, Equities, Team Building, Product Management, Leadership, Team Leadership, Account Management, Spanish, Financial Services, Executive Management, Operations Management, Consulting, Asset Allocation, Loans, Change Management, Wealth Management..., Product Marketing
Education
American Institute of Banking 1982 — 1984
Queensborough Community College 1981 — 1983
European American Equities, LLC August 2008 - November 2009
HSBC August 2001 - September 2006
Citigroup April 1993 - February 2001
J.W. Charles Securities, Inc - Boca Raton, FL September 1988 - January 1993
American Trading Exchange - Miami, FL September 1986 - June 1988
Banco Di Roma Intl - New York, NY March 1981 - June 1986
Skills
Cash Management, International Relations, Telecommunications, ETFs, Building Relationships, Sales Management, Business Development, Relationship Management, Marketing, Investments, Portfolio Management, Banking, Business Strategy, Financial Markets, Insurance, New Business Development, Mutual Funds, Negotiation, Sales, Wealth Management, Marketing Strategy, Strategic Planning, Business Planning, Securities, International Sales, Financial Advisory, CRM, Latin America, Asset Managment, Direct Sales, Investment Advisory, Contract Negotiation, Management, Management Consulting, Equities, Team Building, Product Management, Leadership, Team Leadership, Account Management, Spanish, Financial Services, Executive Management, Operations Management, Consulting, Asset Allocation, Loans, Change Management, Wealth Management..., Product Marketing
Education
American Institute of Banking 1982 — 1984
Queensborough Community College 1981 — 1983
B. (Brian) Nash B. (Brian) Nash's HSBC Experience February 2007 - January 2008
Job Twin Advisors LLC Managing Partner
Industry Investment Management
Experience
Twin Red Asset Management, LLC February 2008 - Present
Twin Advisors, LLC February 2008 - Present
Whynatte Enterprises, LLC January 2008 - Present
Alternative Asset Investment Management January 2008 - Present
HSBC February 2007 - January 2008
BNP Paribas July 2003 - February 2007
Zurich Capital Markets June 2001 - July 2003
The Epperson Group 2000 - 2001
Skills
Due Diligence, Research, Hedge Funds, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investments, Private Equity, Capital Markets, Trading, Asset Allocation, Investment Banking, Fixed Income, Investor Relations, Asset Management, Investment Management, Emerging Markets, Structured Products, Securities, Equity Research, Derivatives, Options, Wealth Management, Mutual Funds
Education
Rice University 1997 — 2001
BA, Economics
Blake 1994 — 1997
H.S. Diploma
Twin Red Asset Management, LLC February 2008 - Present
Twin Advisors, LLC February 2008 - Present
Whynatte Enterprises, LLC January 2008 - Present
Alternative Asset Investment Management January 2008 - Present
HSBC February 2007 - January 2008
BNP Paribas July 2003 - February 2007
Zurich Capital Markets June 2001 - July 2003
The Epperson Group 2000 - 2001
Skills
Due Diligence, Research, Hedge Funds, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investments, Private Equity, Capital Markets, Trading, Asset Allocation, Investment Banking, Fixed Income, Investor Relations, Asset Management, Investment Management, Emerging Markets, Structured Products, Securities, Equity Research, Derivatives, Options, Wealth Management, Mutual Funds
Education
Rice University 1997 — 2001
BA, Economics
Blake 1994 — 1997
H.S. Diploma
Charlie Grotticelli Charlie Grotticelli's HSBC Experience June 2004 - June 2006
Job Training Coordinator/Peer Coach at JSPOA
Industry Information Services
Experience
JSPOA October 2010 - Present
Independent Consultant October 2008 - December 2011
Perochial School August 2007 - August 2008
Perochial School October 2006 - June 2007
HSBC June 2004 - June 2006
Non-Profit Organizations July 2002 - June 2004
Credit Suisse June 1984 - June 2002
Credit Suisse First Boston April 1984 - June 2002
Republic National Bank August 1979 - April 1984
Skills
MS Project, Word, Excel, Business Analysis, Disaster Recovery, Banking, Back Office, Operating Systems, Team Building, SDLC, Software Documentation, Strategic Planning, Management, Project Management
Education
Villanova University 2002 — 2002
Certificate, Project Management
Queensborough Community College 1981 — 1982
AAS, Business Administration
Queensborough Community College 1977 — 1981
AAS, Business Data Processing
JSPOA October 2010 - Present
Independent Consultant October 2008 - December 2011
Perochial School August 2007 - August 2008
Perochial School October 2006 - June 2007
HSBC June 2004 - June 2006
Non-Profit Organizations July 2002 - June 2004
Credit Suisse June 1984 - June 2002
Credit Suisse First Boston April 1984 - June 2002
Republic National Bank August 1979 - April 1984
Skills
MS Project, Word, Excel, Business Analysis, Disaster Recovery, Banking, Back Office, Operating Systems, Team Building, SDLC, Software Documentation, Strategic Planning, Management, Project Management
Education
Villanova University 2002 — 2002
Certificate, Project Management
Queensborough Community College 1981 — 1982
AAS, Business Administration
Queensborough Community College 1977 — 1981
AAS, Business Data Processing
Kiran K Talasila Kiran K Talasila's HSBC Experience September 2007 - June 2009
Job Head of Financial Intelligence Unit, Advisory, AML NY Branch, Anti Bribery & Corruption Technology at Barclays
Industry Financial Services
Experience
Barclays July 2014 - Present
Barclays December 2012 - June 2014
Barclays Capital January 2011 - November 2012
Barclays Capital August 2009 - April 2011
HSBC September 2007 - June 2009
JP Morgan Chase & Co October 2000 - September 2007
Siemens November 1996 - October 2000
Skills
Risk Management, Vendor Management, Program Management, SDLC, Architecture, Governance, Process Engineering, Business Management, Offshoring, IT Management, PMP, Project Management, Management Consulting, CRM, Requirements Analysis, Business Analysis, Management, Architectures, Fixed Income, Project Delivery, FX Options, Commodity, Change Management, Project Portfolio..., Project Planning, Bonds, Stakeholder Management, Market Risk, Software Development, Legal Compliance, Leadership Development, Organizational..., Product Development, Corporate Finance, People Skills, Team Building, Program Development
Education
Regis University 2001 — 2003
MBA, Executive
Barclays July 2014 - Present
Barclays December 2012 - June 2014
Barclays Capital January 2011 - November 2012
Barclays Capital August 2009 - April 2011
HSBC September 2007 - June 2009
JP Morgan Chase & Co October 2000 - September 2007
Siemens November 1996 - October 2000
Skills
Risk Management, Vendor Management, Program Management, SDLC, Architecture, Governance, Process Engineering, Business Management, Offshoring, IT Management, PMP, Project Management, Management Consulting, CRM, Requirements Analysis, Business Analysis, Management, Architectures, Fixed Income, Project Delivery, FX Options, Commodity, Change Management, Project Portfolio..., Project Planning, Bonds, Stakeholder Management, Market Risk, Software Development, Legal Compliance, Leadership Development, Organizational..., Product Development, Corporate Finance, People Skills, Team Building, Program Development
Education
Regis University 2001 — 2003
MBA, Executive
Frank Mullen, CFA Frank Mullen, CFA's HSBC Experience 2007 - 2009
Job Portfolio Manager at EdgePoint Wealth Management
Industry Financial Services
Experience
EdgePoint Wealth Management 2009 - Present
HSBC 2007 - 2009
Skills
Derivatives, Investments, Equities, Equity Research, Financial Modeling, Fixed Income, Rates, Currency, Credit
Education
Queen's University 2002 — 2006
Commerce
The Chinese University of Hong Kong 2005 — 2005
International Business, International Exchange Program
EdgePoint Wealth Management 2009 - Present
HSBC 2007 - 2009
Skills
Derivatives, Investments, Equities, Equity Research, Financial Modeling, Fixed Income, Rates, Currency, Credit
Education
Queen's University 2002 — 2006
Commerce
The Chinese University of Hong Kong 2005 — 2005
International Business, International Exchange Program
Kevin Goetzger Kevin Goetzger's HSBC Experience 1991 - 1998
Job SMP Business Analyst at Morgan Stanley
Industry Information Technology and Services
Experience
NIVEK G INC February 2013 - Present
PTS Consulting August 2011 - October 2012
Pride Technologies January 2011 - July 2011
USIS January 2010 - January 2011
Credit Suisse 1999 - 2009
Citibank 1998 - 1999
HSBC 1991 - 1998
Education
City University of New York-Queens College
BA
NIVEK G INC February 2013 - Present
PTS Consulting August 2011 - October 2012
Pride Technologies January 2011 - July 2011
USIS January 2010 - January 2011
Credit Suisse 1999 - 2009
Citibank 1998 - 1999
HSBC 1991 - 1998
Education
City University of New York-Queens College
BA
Tim Joselyn Tim Joselyn's HSBC Experience December 1986 - May 2009
Job Accomplished Financial Services Leader
Industry Financial Services
Experience
New Penn Financial, LLC September 2011 - Present
Home Savings of America April 2010 - September 2011
GMAC Mtg June 2009 - February 2010
HSBC December 1986 - May 2009
Skills
Mortgage, Succession Planning, Credit, Underwriting, Loans, Mortgage Lending, Sales Management, Banking, Team Building, FHA, VA, Strategic Planning, P&L Management, Customer Relations, Change Management, Operations Management, Customer Service
Education
Regis University 1988 — 1989
MBA, Finance
University of Iowa 1983 — 1986
BA, Finance
New Penn Financial, LLC September 2011 - Present
Home Savings of America April 2010 - September 2011
GMAC Mtg June 2009 - February 2010
HSBC December 1986 - May 2009
Skills
Mortgage, Succession Planning, Credit, Underwriting, Loans, Mortgage Lending, Sales Management, Banking, Team Building, FHA, VA, Strategic Planning, P&L Management, Customer Relations, Change Management, Operations Management, Customer Service
Education
Regis University 1988 — 1989
MBA, Finance
University of Iowa 1983 — 1986
BA, Finance
Jose L. Chavez, CRP's HSBC Experience July 2015 - Present
Job Enterprise Risk Management, Audit, & Compliance Professional
Industry Financial Services
Experience
HSBC July 2015 - Present
Signature Bank and Securities Group August 2010 - October 2014
UBS Wealth Management March 2010 - August 2010
UBS Wealth Management July 2007 - April 2009
Citi Group February 2005 - July 2007
JPMorgan Chase August 1999 - February 2005
IBJ Whitehall Bank & Trust Company November 1997 - August 1999
Barry N.Rein & Associates Financial Institution Consultants August 1995 - November 1997
Skills
Enterprise Risk..., Operational Risk..., Audit, Banking, Investment Banking, Risk Management, Risk Assessment, Risk Analysis, Risk Advisory, Internal Audit, Internal Controls, Vendor Relations, Talent Development, Social Media, Auditing, Cash Management, Accounting, Credit Risk, Financial Risk, Financial Services, Fraud, Operational Risk, Management, AML, @Risk, Loans, Capital Markets, Anti Money Laundering
Education
Ramapo College of New Jersey
B.S., Accounting
Paul VI Regional H.S.
College Prep School
St Brendan 's
HSBC July 2015 - Present
Signature Bank and Securities Group August 2010 - October 2014
UBS Wealth Management March 2010 - August 2010
UBS Wealth Management July 2007 - April 2009
Citi Group February 2005 - July 2007
JPMorgan Chase August 1999 - February 2005
IBJ Whitehall Bank & Trust Company November 1997 - August 1999
Barry N.Rein & Associates Financial Institution Consultants August 1995 - November 1997
Skills
Enterprise Risk..., Operational Risk..., Audit, Banking, Investment Banking, Risk Management, Risk Assessment, Risk Analysis, Risk Advisory, Internal Audit, Internal Controls, Vendor Relations, Talent Development, Social Media, Auditing, Cash Management, Accounting, Credit Risk, Financial Risk, Financial Services, Fraud, Operational Risk, Management, AML, @Risk, Loans, Capital Markets, Anti Money Laundering
Education
Ramapo College of New Jersey
B.S., Accounting
Paul VI Regional H.S.
College Prep School
St Brendan 's
Jane LoBosco Jane LoBosco's HSBC Experience June 1991 - June 1996
Job Teacher at Dept. of Education NYC
Industry Education Management
Experience
Dept. of Education NYC September 1999 - Present
HSBC June 1991 - June 1996
Marine Midland Bank March 1983 - June 1991
Skills
Computer Network...
Education
Queens College 1999 — 2003
Master's Degree, Elementary Education and Teaching, K-6
Queens College 1987 — 1998
Bachelor of Arts (BA)
St. Michael's Commercial High School 1973 — 1976
Business Degree
Dept. of Education NYC September 1999 - Present
HSBC June 1991 - June 1996
Marine Midland Bank March 1983 - June 1991
Skills
Computer Network...
Education
Queens College 1999 — 2003
Master's Degree, Elementary Education and Teaching, K-6
Queens College 1987 — 1998
Bachelor of Arts (BA)
St. Michael's Commercial High School 1973 — 1976
Business Degree
Shalini Guglani's HSBC Experience August 2012 - December 2014
Job SVP, Wealth Sales Manager, HSBC Securities,USA.
Industry Financial Services
Experience
HSBC Securities, USA. October 2014 - Present
HSBC August 2012 - December 2014
HSBC July 2011 - August 2012
HSBC September 2009 - June 2011
HSBC December 2004 - August 2009
Astoria Federal Savings February 1995 - December 2004
Skills
Retail Banking, Commercial Banking, Wealth Management, Leadership, Credit Trading, Bilingual, Networking, Time Management, Communicative Skills, Interpersonal Skill, Banking, Management, Strategy, CRM, Risk Management, Performance Management, Team Leadership, Credit, Financial Services, Series 7, Series 63, Series 26, Financial Analysis, Sales, Finance, Investments, FINRA, Consumer Lending, Relationship Management, Sales Management, Portfolio Management, Cross Selling, Loans, Mortgage Lending, Credit Risk, Credit Analysis, Mortgage Banking, Credit Cards, Branch Management, Financial Risk, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Commercial Mortgages, Treasury Management, Branch Banking, Series 6, Asset Based Lending, Mutual Funds
Education
CBA at Furman University 2010 — 2012
Finance, Graduate School of Retail Management
Queens College 1989 — 1994
Bachelor of Arts (B.A.), Economics, Accounting
HSBC Securities, USA. October 2014 - Present
HSBC August 2012 - December 2014
HSBC July 2011 - August 2012
HSBC September 2009 - June 2011
HSBC December 2004 - August 2009
Astoria Federal Savings February 1995 - December 2004
Skills
Retail Banking, Commercial Banking, Wealth Management, Leadership, Credit Trading, Bilingual, Networking, Time Management, Communicative Skills, Interpersonal Skill, Banking, Management, Strategy, CRM, Risk Management, Performance Management, Team Leadership, Credit, Financial Services, Series 7, Series 63, Series 26, Financial Analysis, Sales, Finance, Investments, FINRA, Consumer Lending, Relationship Management, Sales Management, Portfolio Management, Cross Selling, Loans, Mortgage Lending, Credit Risk, Credit Analysis, Mortgage Banking, Credit Cards, Branch Management, Financial Risk, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Commercial Mortgages, Treasury Management, Branch Banking, Series 6, Asset Based Lending, Mutual Funds
Education
CBA at Furman University 2010 — 2012
Finance, Graduate School of Retail Management
Queens College 1989 — 1994
Bachelor of Arts (B.A.), Economics, Accounting
Daniel Helfert's HSBC Experience January 2013 - April 2015
Job Senior Consultant Risk Advisory Services | Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP May 2015 - Present
HSBC January 2013 - April 2015
Capital One; nextSource August 2011 - January 2013
Skills
Bank Secrecy Act, Microsoft Office, Microsoft Excel, USA PATRIOT Act, Investigation, Management, Training, Microsoft Word, Quality Assurance, Compliance, Time Management, Process Improvement, Knowledge Management, Risk Assessment
Education
Wilmington University
Master of Business Administration (M.B.A.), Concentration in Homeland Security (expected December 2015)
Radford University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Dixon Hughes Goodman LLP May 2015 - Present
HSBC January 2013 - April 2015
Capital One; nextSource August 2011 - January 2013
Skills
Bank Secrecy Act, Microsoft Office, Microsoft Excel, USA PATRIOT Act, Investigation, Management, Training, Microsoft Word, Quality Assurance, Compliance, Time Management, Process Improvement, Knowledge Management, Risk Assessment
Education
Wilmington University
Master of Business Administration (M.B.A.), Concentration in Homeland Security (expected December 2015)
Radford University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Peter Thibault Peter Thibault's HSBC Experience January 2007 - January 2011
Job Project Manager at Aspect Software
Industry Information Technology and Services
Experience
Aspect Software March 2011 - July 2015
HSBC January 2007 - January 2011
Household International January 1998 - December 2003
Skills
Project Management, Management, Program Management, Integration, Software Project..., Software Development, Requirements Analysis, Telecommunications
Education
Quincy University 1970 — 1974
Bachelor’s Degree, Business Administration and Management, General
Morristown High 1966 — 1970
High School, College Prep
Aspect Software March 2011 - July 2015
HSBC January 2007 - January 2011
Household International January 1998 - December 2003
Skills
Project Management, Management, Program Management, Integration, Software Project..., Software Development, Requirements Analysis, Telecommunications
Education
Quincy University 1970 — 1974
Bachelor’s Degree, Business Administration and Management, General
Morristown High 1966 — 1970
High School, College Prep
Tony Huang Tony Huang's HSBC Experience January 2012 - July 2014
Job Linux Infrastructure Engineer at Liquidnet
Industry Financial Services
Experience
Liquidnet July 2014 - Present
HSBC January 2012 - July 2014
Weight Watchers March 2011 - December 2011
HSBC November 2008 - January 2011
HSBC May 2001 - November 2008
Community Connect, INC February 2000 - March 2001
The Globe.com August 1998 - February 2000
Security Industry Automation, Corp December 1997 - August 1998
Computer Associates International, INC April 1997 - December 1997
Service Contractor System, Inc. February 1995 - March 1997
Skills
Enterprise Architecture, Virtualization, High Availability, Solaris, Data Center, Automation, Integration, Linux, Disaster Recovery, Operating Systems, Shell Scripting, DNS, VMware ESX, Cisco Technologies, Servers, Security, AIX, Red Hat Linux, SAN, Unix, Storage, VMware
Education
Queens College 1992 — 1995
Bachelor of Science, Computer Science; Computer Science
Liquidnet July 2014 - Present
HSBC January 2012 - July 2014
Weight Watchers March 2011 - December 2011
HSBC November 2008 - January 2011
HSBC May 2001 - November 2008
Community Connect, INC February 2000 - March 2001
The Globe.com August 1998 - February 2000
Security Industry Automation, Corp December 1997 - August 1998
Computer Associates International, INC April 1997 - December 1997
Service Contractor System, Inc. February 1995 - March 1997
Skills
Enterprise Architecture, Virtualization, High Availability, Solaris, Data Center, Automation, Integration, Linux, Disaster Recovery, Operating Systems, Shell Scripting, DNS, VMware ESX, Cisco Technologies, Servers, Security, AIX, Red Hat Linux, SAN, Unix, Storage, VMware
Education
Queens College 1992 — 1995
Bachelor of Science, Computer Science; Computer Science
Osary Boone Osary Boone's HSBC Experience 2002 - 2013
Job Resident Recovery Specialist for REIT Properties
Industry Real Estate
Experience
Reit AvalonBay September 2014 - Present
HSBC 2002 - 2013
Skills
Banking, Credit, Finance, Financial Risk, Financial Services
Education
Queens College
Reit AvalonBay September 2014 - Present
HSBC 2002 - 2013
Skills
Banking, Credit, Finance, Financial Risk, Financial Services
Education
Queens College
Pete Thibault Pete Thibault's HSBC Experience January 2003 - January 2011
Job
Industry Information Technology and Services
Experience
Aspect Software March 2011 - July 2015
HSBC January 2003 - January 2011
Household International January 1998 - December 2003
Beneficial 1976 - 1984
Skills
Management, Project Management, Program Management, Information Technology, Telecommunications, Vendor Management, Testing, Integration, CRM, Leadership, Infrastructure, Project Delivery, Change Management, Software Project..., Requirements Analysis, Unified Communications, Call Centers, Cross-functional Team..., Great Personality
Education
Quincy University 1970 — 1974
Bachelor's degree, Business Administration and Management, General
Morristown High School 1966 — 1970
College Prepd, College Prep
Aspect Software March 2011 - July 2015
HSBC January 2003 - January 2011
Household International January 1998 - December 2003
Beneficial 1976 - 1984
Skills
Management, Project Management, Program Management, Information Technology, Telecommunications, Vendor Management, Testing, Integration, CRM, Leadership, Infrastructure, Project Delivery, Change Management, Software Project..., Requirements Analysis, Unified Communications, Call Centers, Cross-functional Team..., Great Personality
Education
Quincy University 1970 — 1974
Bachelor's degree, Business Administration and Management, General
Morristown High School 1966 — 1970
College Prepd, College Prep
Kenneth Hanabergh Kenneth Hanabergh's HSBC Experience August 2014 - Present
Job Analyst at HSBC
Industry Banking
Experience
HSBC August 2014 - Present
McGraw Communications November 2012 - August 2014
JPD United, Inc April 2011 - October 2012
Education
Quinnipiac University 2006 — 2010
Bachelor of Science (BS), School of Business
East Islip High School 2002 — 2006
HSBC August 2014 - Present
McGraw Communications November 2012 - August 2014
JPD United, Inc April 2011 - October 2012
Education
Quinnipiac University 2006 — 2010
Bachelor of Science (BS), School of Business
East Islip High School 2002 — 2006
Diana Alvarez's HSBC Experience April 2002 - June 2012
Job Treasury Management Sales
Industry Banking
Experience
Popular Community Bank September 2013 - Present
Citi June 2012 - April 2013
HSBC April 2002 - June 2012
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Cash Management, Trade Sales, Relation Management, Business Development, Relationship Management, Cross Selling, Loans, Portfolio Management, Retail Banking, Credit Analysis, Deposits, Commercial Mortgages, Treasury Management, Credit Risk, Loan Origination, Mortgage Lending, Mortgage Banking, CRM, Branch Management, Asset Based Lending, Financial Services, Private Banking
Education
Queens College 2000 — 2009
Bachelors, Accounting
W.C. Bryant H.S. 1996 — 2000
Popular Community Bank September 2013 - Present
Citi June 2012 - April 2013
HSBC April 2002 - June 2012
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Cash Management, Trade Sales, Relation Management, Business Development, Relationship Management, Cross Selling, Loans, Portfolio Management, Retail Banking, Credit Analysis, Deposits, Commercial Mortgages, Treasury Management, Credit Risk, Loan Origination, Mortgage Lending, Mortgage Banking, CRM, Branch Management, Asset Based Lending, Financial Services, Private Banking
Education
Queens College 2000 — 2009
Bachelors, Accounting
W.C. Bryant H.S. 1996 — 2000
Catherine Timm Catherine Timm's HSBC Experience April 2014 - Present
Job AVP for Global Sanctions at HSBC
Industry Banking
Experience
HSBC April 2014 - Present
HSBC January 2012 - February 2014
Cascade Water Services,Co. Inc. November 2010 - December 2011
SAWLAWNYC 2009 - 2010
Skills
Customer Service, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Global Payment..., GPS, OFAC, Financial Analysis, KYC, Risk Management, Financial Risk, Analysis, Internal Audit, Financial Services, Due Diligence, Finance, Banking, Management, Risk Assessment, Microsoft Office, Retail Banking, Anti Money Laundering, Operational Risk, Payments
Education
Queensborough Community College 2006 — 2008
Associate of Science (A.S.)
Queens College
Bachelor's degree, Economics
HSBC April 2014 - Present
HSBC January 2012 - February 2014
Cascade Water Services,Co. Inc. November 2010 - December 2011
SAWLAWNYC 2009 - 2010
Skills
Customer Service, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Global Payment..., GPS, OFAC, Financial Analysis, KYC, Risk Management, Financial Risk, Analysis, Internal Audit, Financial Services, Due Diligence, Finance, Banking, Management, Risk Assessment, Microsoft Office, Retail Banking, Anti Money Laundering, Operational Risk, Payments
Education
Queensborough Community College 2006 — 2008
Associate of Science (A.S.)
Queens College
Bachelor's degree, Economics
Andrew Merrick's HSBC Experience May 2010 - August 2010
Job Fund Accountant at Apex Fund Services
Industry Financial Services
Experience
Apex Fund Services October 2014 - Present
TD October 2012 - October 2014
Rosenberg & Fecci Consulting June 2011 - September 2012
HSBC May 2010 - August 2010
Education
Quinnipiac University 2007 — 2011
Bachelor's Degree, Finance; European Union Business
Ocean Township High School 2003 — 2007
High School
Apex Fund Services October 2014 - Present
TD October 2012 - October 2014
Rosenberg & Fecci Consulting June 2011 - September 2012
HSBC May 2010 - August 2010
Education
Quinnipiac University 2007 — 2011
Bachelor's Degree, Finance; European Union Business
Ocean Township High School 2003 — 2007
High School
Rick Kozak Rick Kozak's HSBC Experience 2006 - July 2011
Job Compensation Leader / "motivating employees while managing costs"
Industry Consumer Goods
Experience
Reynolds-Pactiv 2011 - Present
Nicor, Inc. April 2010 - November 2011
HSBC 2006 - July 2011
Equity Office Properties 2003 - 2006
Sears, Roebuck & Company 1997 - 2003
Unilever 1987 - 1997
Skills
Compensation, Deferred Compensation, Job Analysis, Expatriate Management, Program Management, Employee Benefits, Management, Job Descriptions, Onboarding, Personnel Management, Executive Pay, Market Pricing, Mergers & Acquisitions, Employee Engagement, Sales Compensation, Benefits Administration, Human Resources, Performance Management, Payroll, New Hire Orientations, Incentive Programs, Process Improvement, Recruiting, Incentives, Salary, Employee Relations, Policy, Succession Planning, Negotiation, Talent Management, Strategic Planning, HRIS, Labor Relations, Organizational Design, Performance Reviews, Workforce Planning, Talent Acquisition, Applicant Tracking..., Employment Law, Job Evaluation, Strategy, College Recruiting, Executive Management, Organizational..., HR Transformation, Change Management, Leadership Development, Compensation & Benefit
Education
Quinlan School of Business, Loyola University Chicago
M.S., Human Resources
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance
Reynolds-Pactiv 2011 - Present
Nicor, Inc. April 2010 - November 2011
HSBC 2006 - July 2011
Equity Office Properties 2003 - 2006
Sears, Roebuck & Company 1997 - 2003
Unilever 1987 - 1997
Skills
Compensation, Deferred Compensation, Job Analysis, Expatriate Management, Program Management, Employee Benefits, Management, Job Descriptions, Onboarding, Personnel Management, Executive Pay, Market Pricing, Mergers & Acquisitions, Employee Engagement, Sales Compensation, Benefits Administration, Human Resources, Performance Management, Payroll, New Hire Orientations, Incentive Programs, Process Improvement, Recruiting, Incentives, Salary, Employee Relations, Policy, Succession Planning, Negotiation, Talent Management, Strategic Planning, HRIS, Labor Relations, Organizational Design, Performance Reviews, Workforce Planning, Talent Acquisition, Applicant Tracking..., Employment Law, Job Evaluation, Strategy, College Recruiting, Executive Management, Organizational..., HR Transformation, Change Management, Leadership Development, Compensation & Benefit
Education
Quinlan School of Business, Loyola University Chicago
M.S., Human Resources
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance
Ryan Fischer Ryan Fischer's HSBC Experience October 2012 - April 2014
Job Regulatory Reporting
Industry Banking
Experience
Wells Fargo April 2014 - Present
HSBC October 2012 - April 2014
Bank of America August 2010 - October 2012
Quaero August 2009 - August 2010
Pinnacle Fund Administration May 2008 - August 2009
Skills
Financial Analysis, Financial Reporting, General Ledger, SQL, Account Reconciliation, Business Strategy, Credit Risk, Capital Markets, Bloomberg, Trade Finance, Risk Mitigation, Capital Management, Production Management, Data Analysis, Data Management, Analysis, Financial Risk, Risk Management
Education
Queens University of Charlotte
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo April 2014 - Present
HSBC October 2012 - April 2014
Bank of America August 2010 - October 2012
Quaero August 2009 - August 2010
Pinnacle Fund Administration May 2008 - August 2009
Skills
Financial Analysis, Financial Reporting, General Ledger, SQL, Account Reconciliation, Business Strategy, Credit Risk, Capital Markets, Bloomberg, Trade Finance, Risk Mitigation, Capital Management, Production Management, Data Analysis, Data Management, Analysis, Financial Risk, Risk Management
Education
Queens University of Charlotte
Bachelor's degree, Business Administration, Management and Operations
Erik Eckard Erik Eckard's HSBC Experience December 2004 - June 2007
Job Catering Sales Manager at Maggiano's Little Italy
Industry Marketing and Advertising
Experience
Maggiano's Little Italy August 2013 - Present
Self Employed February 2012 - Present
ISM Restaurant Services October 2011 - August 2012
CareerBuilder.com February 2011 - July 2011
Laser Spine Institute August 2008 - July 2010
Robert Half International August 2007 - August 2008
HSBC December 2004 - June 2007
Skills
Leadership, Sales, Management, Cold Calling, B2B, Account Management, Healthcare, Sales Process, Recruiting, New Business Development, Marketing, Customer Service, Talent Acquisition, Sales Operations, Strategic Planning, Selling, Social Media, Social Media Marketing, Facebook, Social Networking
Education
Radford University 2000 — 2004
BA, Management
Maggiano's Little Italy August 2013 - Present
Self Employed February 2012 - Present
ISM Restaurant Services October 2011 - August 2012
CareerBuilder.com February 2011 - July 2011
Laser Spine Institute August 2008 - July 2010
Robert Half International August 2007 - August 2008
HSBC December 2004 - June 2007
Skills
Leadership, Sales, Management, Cold Calling, B2B, Account Management, Healthcare, Sales Process, Recruiting, New Business Development, Marketing, Customer Service, Talent Acquisition, Sales Operations, Strategic Planning, Selling, Social Media, Social Media Marketing, Facebook, Social Networking
Education
Radford University 2000 — 2004
BA, Management
Eric McKenna, MBA, CPA Eric McKenna, MBA, CPA's HSBC Experience January 2007 - June 2007
Job Account Manager at Thomson Reuters
Industry Oil & Energy
Experience
Thomson Reuters May 2014 - Present
TransCanada October 2012 - May 2014
Cork Fine Wine Liquor and Ale September 2012 - August 2013
TransCanada June 2007 - October 2012
HSBC January 2007 - June 2007
Free and Easy Traveller January 2005 - September 2006
Education
Queen's University 2011 — 2012
MBA, Business
CMA Alberta 2012 — 2014
CMA, Accounting
University of Calgary 2000 — 2006
BComm, Finance
Thomson Reuters May 2014 - Present
TransCanada October 2012 - May 2014
Cork Fine Wine Liquor and Ale September 2012 - August 2013
TransCanada June 2007 - October 2012
HSBC January 2007 - June 2007
Free and Easy Traveller January 2005 - September 2006
Education
Queen's University 2011 — 2012
MBA, Business
CMA Alberta 2012 — 2014
CMA, Accounting
University of Calgary 2000 — 2006
BComm, Finance
Si Lu Si Lu's HSBC Experience June 2010 - July 2010
Job Attended Rensselaer Polytechnic Institute
Industry
Experience
China Great Wall Asset Management Corp. July 2013 - August 2013
China Development Bank June 2013 - July 2013
HSBC June 2010 - July 2010
Skills
Japanese, R, Microsoft Office, Bloomberg
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science (MS), Finance, General
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
China Great Wall Asset Management Corp. July 2013 - August 2013
China Development Bank June 2013 - July 2013
HSBC June 2010 - July 2010
Skills
Japanese, R, Microsoft Office, Bloomberg
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science (MS), Finance, General
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Joe Williamson Joe Williamson's HSBC Experience September 2000 - December 2006
Job Compliance Consulting
Industry Education Management
Experience
Career Education Corporation September 2007 - October 2014
HSBC September 2000 - December 2006
USAA April 1993 - May 1999
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Business Administration (MBA)
Regis University 1995 — 1997
Bachelor of Science, Business Administration
Career Education Corporation September 2007 - October 2014
HSBC September 2000 - December 2006
USAA April 1993 - May 1999
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Business Administration (MBA)
Regis University 1995 — 1997
Bachelor of Science, Business Administration
Shawn Smeltz Shawn Smeltz's HSBC Experience November 2006 - July 2008
Job District Manager at TMX Finance
Industry Financial Services
Experience
TMX Finance November 2013 - Present
Citi-OneMain Finance July 2008 - November 2013
HSBC November 2006 - July 2008
HSBC February 2002 - November 2006
Skills
Customer Service, Sales Management, Banking, Sales, Credit, Loans, Management, Team Building, Coaching, Leadership, Mortgage Lending, Strategic Planning, Recruiting, Account Management, Training, Credit Analysis, Performance Management, Negotiation, Consumer Lending, Financial Analysis, Risk Management, New Business Development, Microsoft Office, Business Strategy, Portfolio Management, Relationship Management, Loan Origination, Human Resources, Mortgage Banking, Finance, Insurance, Marketing, Underwriting, Financial Services, Operations Management, Process Improvement, Credit Risk
Education
Western International University 2004 — 2005
Radford University - College of Business and Economics 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance/Economics
TMX Finance November 2013 - Present
Citi-OneMain Finance July 2008 - November 2013
HSBC November 2006 - July 2008
HSBC February 2002 - November 2006
Skills
Customer Service, Sales Management, Banking, Sales, Credit, Loans, Management, Team Building, Coaching, Leadership, Mortgage Lending, Strategic Planning, Recruiting, Account Management, Training, Credit Analysis, Performance Management, Negotiation, Consumer Lending, Financial Analysis, Risk Management, New Business Development, Microsoft Office, Business Strategy, Portfolio Management, Relationship Management, Loan Origination, Human Resources, Mortgage Banking, Finance, Insurance, Marketing, Underwriting, Financial Services, Operations Management, Process Improvement, Credit Risk
Education
Western International University 2004 — 2005
Radford University - College of Business and Economics 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance/Economics
Fion Weng Fion Weng's HSBC Experience August 2012 - September 2012
Job Graduate from Queen's University
Industry Financial Services
Experience
HSBC August 2012 - September 2012
Organizing Committee of 14th FINA World Championships March 2011 - August 2011
Bureau of Shanghai World Expo Coordination May 2010 - October 2010
AXA-Minmetals Assurance Co., Ltd May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Research, Teamwork, English, Public Speaking, Interpersonal Skill, Team Management, Financial Analysis
Education
Queen's University 2011 — 2012
Master of International Business, Business, Management, Marketing, and Related Support Services
Shanghai Institute of Foreign Trade 2007 — 2011
Bachelor of Economics, International Economics, 3.6
HSBC August 2012 - September 2012
Organizing Committee of 14th FINA World Championships March 2011 - August 2011
Bureau of Shanghai World Expo Coordination May 2010 - October 2010
AXA-Minmetals Assurance Co., Ltd May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Research, Teamwork, English, Public Speaking, Interpersonal Skill, Team Management, Financial Analysis
Education
Queen's University 2011 — 2012
Master of International Business, Business, Management, Marketing, and Related Support Services
Shanghai Institute of Foreign Trade 2007 — 2011
Bachelor of Economics, International Economics, 3.6
April Catanzaro April Catanzaro's HSBC Experience May 2012 - Present
Job CDD Services Analyst at HSBC
Industry Real Estate
Experience
HSBC May 2012 - Present
Rental Properties December 2004 - January 2013
MOPS International September 2005 - February 2011
ExxonMobil 1994 - 2002
Skills
Advertising, Banking, Coaching, Community Outreach, Customer Service, Leadership, Management, Marketing, Marketing Strategy, Negotiation, Newsletters, Public Speaking, Sales, Strategic Planning, Strategy, Team Building, Team Leadership, Training
Education
West Chester University of Pennsylvania 2006 — 2007
Business
Radford University 1990 — 1994
BBA, Organizational Management
HSBC May 2012 - Present
Rental Properties December 2004 - January 2013
MOPS International September 2005 - February 2011
ExxonMobil 1994 - 2002
Skills
Advertising, Banking, Coaching, Community Outreach, Customer Service, Leadership, Management, Marketing, Marketing Strategy, Negotiation, Newsletters, Public Speaking, Sales, Strategic Planning, Strategy, Team Building, Team Leadership, Training
Education
West Chester University of Pennsylvania 2006 — 2007
Business
Radford University 1990 — 1994
BBA, Organizational Management
Jennifer Ganuelas Jennifer Ganuelas's HSBC Experience December 2006 - May 2012
Job Principal Process Manager at Capital One
Industry Financial Services
Experience
Capital One May 2012 - Present
HSBC December 2006 - May 2012
HSBC June 2002 - December 2006
Skills
Banking, Risk Management, Process Improvement, Financial Services, Vendor Management, Business Analysis, Process Management, Credit, Business Process..., Retail Banking, Analytics, Change Management, Relationship Management, Credit Risk, Call Centers, Financial Risk, Program Management, Loans, Project Management
Education
Strayer University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Radford University 1999 — 2000
Capital One May 2012 - Present
HSBC December 2006 - May 2012
HSBC June 2002 - December 2006
Skills
Banking, Risk Management, Process Improvement, Financial Services, Vendor Management, Business Analysis, Process Management, Credit, Business Process..., Retail Banking, Analytics, Change Management, Relationship Management, Credit Risk, Call Centers, Financial Risk, Program Management, Loans, Project Management
Education
Strayer University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General, Summa Cum Laude
Radford University 1999 — 2000
Charlotte Irwin's HSBC Experience September 1999 - August 2004
Job Government Bond Broker at Whitaker Securities
Industry Financial Services
Experience
Whitaker Securities March 2008 - Present
Seboard Securities August 2004 - March 2008
HSBC September 1999 - August 2004
Clarion Securites September 1998 - April 1999
ING June 1993 - August 1998
Skills
Hedge Funds, Fixed Income, Capital Markets, Series 63, Options
Education
Queensborough Community College 1992 — 1993
Accounting
Whitaker Securities March 2008 - Present
Seboard Securities August 2004 - March 2008
HSBC September 1999 - August 2004
Clarion Securites September 1998 - April 1999
ING June 1993 - August 1998
Skills
Hedge Funds, Fixed Income, Capital Markets, Series 63, Options
Education
Queensborough Community College 1992 — 1993
Accounting
Paul Lashmet Paul Lashmet's HSBC Experience January 2006 - October 2013
Job Business Integration Architect
Industry Information Technology and Services
Experience
North Castle Integration LLC November 2013 - Present
HSBC January 2006 - October 2013
Israel Discount Bank 2003 - 2005
Deutsche Bank 2001 - 2002
paybox.net AG 2000 - 2001
ML Integrated Systems 1998 - 2000
Citi 1995 - 1996
Other Experience 1992 - 1995
Skills
Strategy Alignment, Cross-functional..., Knowledge Management, Business Analysis, Integration, Strategy, CRM, Product Development, Program Management, Analysis, Management, Banking, Fixed Income, Risk Management, Software Development, Software Project..., Equities, SDLC, Investment Banking
Education
Rensselaer Polytechnic Institute 1986 — 1992
Bachelor of Architecture (BArch), Architecture (Thesis in Urban Design)
North Castle Integration LLC November 2013 - Present
HSBC January 2006 - October 2013
Israel Discount Bank 2003 - 2005
Deutsche Bank 2001 - 2002
paybox.net AG 2000 - 2001
ML Integrated Systems 1998 - 2000
Citi 1995 - 1996
Other Experience 1992 - 1995
Skills
Strategy Alignment, Cross-functional..., Knowledge Management, Business Analysis, Integration, Strategy, CRM, Product Development, Program Management, Analysis, Management, Banking, Fixed Income, Risk Management, Software Development, Software Project..., Equities, SDLC, Investment Banking
Education
Rensselaer Polytechnic Institute 1986 — 1992
Bachelor of Architecture (BArch), Architecture (Thesis in Urban Design)
Robert Ellman, CAMS's HSBC Experience April 2014 - October 2015
Job Compliance Officer/Assistant Manager II at Habib Bank Limited
Industry Information Services
Experience
HBL - Habib Bank Limited October 2015 - Present
Berrett-Koehler Publishers, Inc. August 2006 - Present
HSBC April 2014 - October 2015
Thacher Associates September 2001 - April 2014
Intrepid Liberal Journal November 2005 - December 2010
American Express January 2001 - August 2001
Spring O'Brien August 2000 - January 2001
Skills
Blogging, Research, Interviews, Online Research, Policy, Analysis, Litigation Support, Due Diligence, Fraud, Training, Politics, Private Investigations, Competitive Intelligence, Government, Lexis, Fundraising, Factiva, Grant Writing, Westlaw, Public Records, Social Media, Legal Research, Nonprofits, Public Speaking, AML, KYC, Actimize, Asset Searches, Credit Header Databases, Case Management, AML/KYC Remediation and..., Lexis-Nexis, Superior written &..., Superior Work Ethic, Integrity Compliance, Asset, Norkom, Patriot Act, Bank Secrecy Act, USA PATRIOT Act, Management, Risk Management, Project Management, Writing, Leadership, Editing, Microsoft Office, Strategy
Education
City University of New York-Queens College 1999 — 2001
MLS, Library and Information Science
Sarah Lawrence College 1987 — 1991
BA, Political Science & History
Wadham College, Oxford University 1989 — 1990
Public International Law & Russian History Since 1861
Tappan Zee High School 1983 — 1987
HBL - Habib Bank Limited October 2015 - Present
Berrett-Koehler Publishers, Inc. August 2006 - Present
HSBC April 2014 - October 2015
Thacher Associates September 2001 - April 2014
Intrepid Liberal Journal November 2005 - December 2010
American Express January 2001 - August 2001
Spring O'Brien August 2000 - January 2001
Skills
Blogging, Research, Interviews, Online Research, Policy, Analysis, Litigation Support, Due Diligence, Fraud, Training, Politics, Private Investigations, Competitive Intelligence, Government, Lexis, Fundraising, Factiva, Grant Writing, Westlaw, Public Records, Social Media, Legal Research, Nonprofits, Public Speaking, AML, KYC, Actimize, Asset Searches, Credit Header Databases, Case Management, AML/KYC Remediation and..., Lexis-Nexis, Superior written &..., Superior Work Ethic, Integrity Compliance, Asset, Norkom, Patriot Act, Bank Secrecy Act, USA PATRIOT Act, Management, Risk Management, Project Management, Writing, Leadership, Editing, Microsoft Office, Strategy
Education
City University of New York-Queens College 1999 — 2001
MLS, Library and Information Science
Sarah Lawrence College 1987 — 1991
BA, Political Science & History
Wadham College, Oxford University 1989 — 1990
Public International Law & Russian History Since 1861
Tappan Zee High School 1983 — 1987
Chris Pearsall's HSBC Experience September 2010 - Present
Job VP, Performance & Reward at HSBC
Industry Human Resources
Experience
HSBC September 2010 - Present
General Electric Capital (Retail Finance & Restructuring Operations) 2008 - September 2010
GE Money - Americas May 2005 - July 2008
Gartner July 2004 - April 2005
Skills
Succession Planning, Employee Benefits, Performance Management, Compensation & Benefit, Talent Management, Leadership Development, Deferred Compensation, Change Management
Education
Rensselaer Polytechnic Institute 1995 — 1999
Bachelor of Science (BS), Management (Concentration in MIS)
HSBC September 2010 - Present
General Electric Capital (Retail Finance & Restructuring Operations) 2008 - September 2010
GE Money - Americas May 2005 - July 2008
Gartner July 2004 - April 2005
Skills
Succession Planning, Employee Benefits, Performance Management, Compensation & Benefit, Talent Management, Leadership Development, Deferred Compensation, Change Management
Education
Rensselaer Polytechnic Institute 1995 — 1999
Bachelor of Science (BS), Management (Concentration in MIS)
Adrienne Schaefer's HSBC Experience January 1997 - June 1999
Job Senior Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
ConvergEx Group June 2003 - January 2014
Dresdner Kleinwort June 1999 - October 2002
HSBC January 1997 - June 1999
Skills
Trading Systems, Series 7, Equity Trading, Equities, Series 63, Trading, Capital Markets, Securities, Bloomberg, Hedge Funds, Fixed Income, Options, Investments, Electronic Trading, Financial Markets, Financial Services, Data Reconciliation, Client Relations Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Account Reconciliation, Portfolio Performance..., Portfolio Risk, ADRs, Futures, ETFs, Emerging Markets
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science (BS), Financial Management
Pascack Hills High School 1988 — 1992
BTIG, LLC November 2014 - Present
ConvergEx Group June 2003 - January 2014
Dresdner Kleinwort June 1999 - October 2002
HSBC January 1997 - June 1999
Skills
Trading Systems, Series 7, Equity Trading, Equities, Series 63, Trading, Capital Markets, Securities, Bloomberg, Hedge Funds, Fixed Income, Options, Investments, Electronic Trading, Financial Markets, Financial Services, Data Reconciliation, Client Relations Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Account Reconciliation, Portfolio Performance..., Portfolio Risk, ADRs, Futures, ETFs, Emerging Markets
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science (BS), Financial Management
Pascack Hills High School 1988 — 1992
Sidney Sevilla's HSBC Experience March 2005 - May 2010
Job Experienced Learning and Development Associate
Industry Financial Services
Experience
University of Washington Medical Center 2015 - Present
Currently seeking new opportunities July 2014 - Present
Regus October 2011 - Present
HSBC Mortgage Services May 2010 - October 2011
Regus 2011 - 2011
HSBC March 2005 - May 2010
HSBC Card Services May 2003 - May 2005
Skills
Blended Learning, Project Implementation, Plan Execution, Gap Analysis, Change Management, Process Improvement, Process Management, Bilingual, Process Migration, Implementing Processes, Collections Management, Sales Management, Coaching, Large Group Facilitation, Training & Development, Customer Service, Call Center Development, Business Analysis, Workshop Facilitation, Employee Training, Training, Instructional Design, Human Resources, Sales, Business Process, Time Management, Program Management, Vendor Management, Performance Management, Operations Management, Team Leadership, CRM, Customer Satisfaction, Customer Experience, Customer Retention, Team Building, Needs Analysis, Leadership Development, Leadership
Education
Langevin Learning Services
Regis University
Bachelor of Science, Administration
University of Washington Medical Center 2015 - Present
Currently seeking new opportunities July 2014 - Present
Regus October 2011 - Present
HSBC Mortgage Services May 2010 - October 2011
Regus 2011 - 2011
HSBC March 2005 - May 2010
HSBC Card Services May 2003 - May 2005
Skills
Blended Learning, Project Implementation, Plan Execution, Gap Analysis, Change Management, Process Improvement, Process Management, Bilingual, Process Migration, Implementing Processes, Collections Management, Sales Management, Coaching, Large Group Facilitation, Training & Development, Customer Service, Call Center Development, Business Analysis, Workshop Facilitation, Employee Training, Training, Instructional Design, Human Resources, Sales, Business Process, Time Management, Program Management, Vendor Management, Performance Management, Operations Management, Team Leadership, CRM, Customer Satisfaction, Customer Experience, Customer Retention, Team Building, Needs Analysis, Leadership Development, Leadership
Education
Langevin Learning Services
Regis University
Bachelor of Science, Administration
Heidi Pote's HSBC Experience May 2011 - Present
Job Vice President Operations Mgmt & Governance
Industry Banking
Experience
HSBC May 2011 - Present
HSBC May 2007 - May 2011
HSBC Technology & Services June 2003 - May 2007
Education
Raritan Valley Community College
Associate, Business
The George Washington University
Masters, Decision Science (In Progess)
University of Phoenix
Bachelor, Information Technology
HSBC May 2011 - Present
HSBC May 2007 - May 2011
HSBC Technology & Services June 2003 - May 2007
Education
Raritan Valley Community College
Associate, Business
The George Washington University
Masters, Decision Science (In Progess)
University of Phoenix
Bachelor, Information Technology
Stewart Meijer, CTP's HSBC Experience September 1991 - December 1997
Job Senior Cross Border Coordination Specialist, FDIC
Industry Government Administration
Experience
FDIC June 2010 - Present
JTen Trading November 2009 - March 2010
U.S. Trust June 2006 - June 2008
ABN AMRO January 1998 - June 2005
HSBC September 1991 - December 1997
Marine Midland Bank 1988 - 1991
Skills
Asset Managment, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedging, Market Risk, Liquidity Risk, Financial Risk, Trading, Equities, Credit, Risk Management, Money Market, Financial Markets, Strategy, Treasury, Investment Banking, Asset Management, Foreign Exchange, Finance, Credit Risk, Treasury Management, Financial Institutions, FX Options, Banking, Options, Securities, Structured Finance, Operational Risk, Bonds
Education
University of Virginia 1984 — 1987
MA
Queen's University 1980 — 1984
BA (honours)
FDIC June 2010 - Present
JTen Trading November 2009 - March 2010
U.S. Trust June 2006 - June 2008
ABN AMRO January 1998 - June 2005
HSBC September 1991 - December 1997
Marine Midland Bank 1988 - 1991
Skills
Asset Managment, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedging, Market Risk, Liquidity Risk, Financial Risk, Trading, Equities, Credit, Risk Management, Money Market, Financial Markets, Strategy, Treasury, Investment Banking, Asset Management, Foreign Exchange, Finance, Credit Risk, Treasury Management, Financial Institutions, FX Options, Banking, Options, Securities, Structured Finance, Operational Risk, Bonds
Education
University of Virginia 1984 — 1987
MA
Queen's University 1980 — 1984
BA (honours)
Gaurav Kapur's HSBC Experience June 2007 - May 2009
Job Market Risk Measurement KeyBanc Capital Markets
Industry Banking
Experience
KeyBank July 2012 - Present
Key Bank May 2009 - July 2012
HSBC June 2007 - May 2009
IFMG Securities June 2004 - June 2006
Provident Bank 2001 - 2004
Skills
Series 7, Series 63, Certificate in..., Banking, Risk Management, Credit, Financial Analysis, Credit Analysis, Financial Modeling, Valuation, Equities, Loans, Fixed Income, Retail Banking, Analysis, Credit Risk, Financial Risk, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
MS, Quantitative Finance
Ramapo College of New Jersey 2000 — 2002
MBA, Information Systems
KeyBank July 2012 - Present
Key Bank May 2009 - July 2012
HSBC June 2007 - May 2009
IFMG Securities June 2004 - June 2006
Provident Bank 2001 - 2004
Skills
Series 7, Series 63, Certificate in..., Banking, Risk Management, Credit, Financial Analysis, Credit Analysis, Financial Modeling, Valuation, Equities, Loans, Fixed Income, Retail Banking, Analysis, Credit Risk, Financial Risk, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
MS, Quantitative Finance
Ramapo College of New Jersey 2000 — 2002
MBA, Information Systems
Lori Low's HSBC Experience May 2008 - May 2010
Job Senior Risk Consultant at Coast Capital Savings
Industry Financial Services
Experience
Coast Capital Savings May 2010 - Present
HSBC May 2008 - May 2010
Pc Bank June 2003 - March 2008
HBC 1998 - 2000
Skills
Financial Risk, Credit Risk, Risk Management, Credit Cards, Analytics, Portfolio Management, Retail Banking, Strategy, Financial Services, Banking, Credit Analysis, Operational Risk..., Credit, Basel II, Enterprise Risk...
Education
Queen's University 1996 — 1997
MSc., Statistics
Coast Capital Savings May 2010 - Present
HSBC May 2008 - May 2010
Pc Bank June 2003 - March 2008
HBC 1998 - 2000
Skills
Financial Risk, Credit Risk, Risk Management, Credit Cards, Analytics, Portfolio Management, Retail Banking, Strategy, Financial Services, Banking, Credit Analysis, Operational Risk..., Credit, Basel II, Enterprise Risk...
Education
Queen's University 1996 — 1997
MSc., Statistics
Doris Kirby Winston's HSBC Experience 1986 - 1992
Job National Accounts, Equifax Mortgage Services
Industry Financial Services
Experience
Equifax Mortgage Services 2010 - Present
Coca-Cola Enterprises 2008 - 2010
CitiGroup 2003 - 2008
Fannie Mae September 1995 - October 2003
HSBC 1986 - 1992
Skills
Contract Negotiation, Cross-functional Team..., Selling, Business Development, Risk Management, Mortgage Lending, Strategy, Account Management, Sales Management, CRM, Leadership, New Business Development, Banking, Sales, Management, Credit, Mortgage Banking, Financial Services, Relationship Management
Education
Queens University of Charlotte
BA, Business Administration
Equifax Mortgage Services 2010 - Present
Coca-Cola Enterprises 2008 - 2010
CitiGroup 2003 - 2008
Fannie Mae September 1995 - October 2003
HSBC 1986 - 1992
Skills
Contract Negotiation, Cross-functional Team..., Selling, Business Development, Risk Management, Mortgage Lending, Strategy, Account Management, Sales Management, CRM, Leadership, New Business Development, Banking, Sales, Management, Credit, Mortgage Banking, Financial Services, Relationship Management
Education
Queens University of Charlotte
BA, Business Administration
Leor Edo's HSBC Experience 2004 - 2005
Job Personal Trainer, J.D.
Industry Health, Wellness and Fitness
Experience
The Sports Club/LA 2005 - Present
HSBC 2004 - 2005
Legal Eagle Attorneys Service, Inc. 2000 - 2003
Skills
Sales, Courts, Personal Training
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2015
J.D.
Queens College 1995 — 2000
The Sports Club/LA 2005 - Present
HSBC 2004 - 2005
Legal Eagle Attorneys Service, Inc. 2000 - 2003
Skills
Sales, Courts, Personal Training
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2015
J.D.
Queens College 1995 — 2000
Richard Wyruch's HSBC Experience June 2011 - August 2014
Job Corporate Banking and Securities Lawyer
Industry Law Practice
Experience
HSBC June 2011 - August 2014
ING Real Estate Canada December 2009 - November 2010
Brookfield Asset Management Inc. January 2008 - December 2009
Rockwater Capital Corporation April 2003 - May 2007
Toronto Stock Exchange April 2000 - March 2003
Cassels Brock & Blackwell LLP July 1994 - March 2000
Skills
Securities, Mergers, Due Diligence, Corporate Law, Litigation, Risk Management, Corporate Governance, Finance, Mergers & Acquisitions, Asset Management, Legal Writing, Banking
Education
Queen's University 1991 — 1994
LLB
University of Toronto - University of St. Michael's College 1987 — 1990
B.A., Psychology
St. Michael's Choir School
St. Michael's Choir School
HSBC June 2011 - August 2014
ING Real Estate Canada December 2009 - November 2010
Brookfield Asset Management Inc. January 2008 - December 2009
Rockwater Capital Corporation April 2003 - May 2007
Toronto Stock Exchange April 2000 - March 2003
Cassels Brock & Blackwell LLP July 1994 - March 2000
Skills
Securities, Mergers, Due Diligence, Corporate Law, Litigation, Risk Management, Corporate Governance, Finance, Mergers & Acquisitions, Asset Management, Legal Writing, Banking
Education
Queen's University 1991 — 1994
LLB
University of Toronto - University of St. Michael's College 1987 — 1990
B.A., Psychology
St. Michael's Choir School
St. Michael's Choir School
Janie White's HSBC Experience June 2001 - Present
Job at HSBC
Industry Financial Services
Experience
HSBC June 2001 - Present
HSBC September 1996 - June 2001
Education
Regis University 2001 — 2008
BSBA, International Business
HSBC June 2001 - Present
HSBC September 1996 - June 2001
Education
Regis University 2001 — 2008
BSBA, International Business
Pamela McGill's HSBC Experience September 2010 - Present
Job Senior Manager, Operational Risk at HSBC Bank Canada
Industry Banking
Experience
HSBC September 2010 - Present
HSBC Bank Canada May 2007 - August 2010
BMO Financial Group March 1999 - August 2000
Abitibi-Consolidated Inc. 1996 - 1998
PwC September 1984 - June 1996
Skills
Financial Analysis, Operational Risk, Business Analysis, Internal Controls, Financial Reporting, Auditing, Accounting, General Ledger, Accounts Receivable, Credit Risk, Banking, Retail Banking, Commercial Banking, Financial Risk, Risk Management
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.)
HSBC September 2010 - Present
HSBC Bank Canada May 2007 - August 2010
BMO Financial Group March 1999 - August 2000
Abitibi-Consolidated Inc. 1996 - 1998
PwC September 1984 - June 1996
Skills
Financial Analysis, Operational Risk, Business Analysis, Internal Controls, Financial Reporting, Auditing, Accounting, General Ledger, Accounts Receivable, Credit Risk, Banking, Retail Banking, Commercial Banking, Financial Risk, Risk Management
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.)
Eidul Hossein's HSBC Experience 2004 - 2005
Job Senior Manager at FLSV Fund Administration Services
Industry Financial Services
Experience
FLSV Fund Administration Services October 2014 - Present
JPMorgan Chase May 2012 - September 2014
DiMaio Ahmad Capital April 2007 - August 2011
PwC January 2004 - March 2007
HSBC 2004 - 2005
Skills
Private Equity, Fixed Income, Portfolio Management, Equities, Hedge Funds, Securities, Derivatives, Financial Analysis, Investments, Structured Finance, Bonds, Finance, Structured Products, Financial Reporting, Auditing, Hedging, Accounting, Account Reconciliation, Financial Accounting, CDO, GAAP, Asset Management, Credit Derivatives, Internal Controls, Microsoft Office, Customer Service, CRM, Project Management, Microsoft Excel, Risk Management
Education
Queens College 1997 — 2001
FLSV Fund Administration Services October 2014 - Present
JPMorgan Chase May 2012 - September 2014
DiMaio Ahmad Capital April 2007 - August 2011
PwC January 2004 - March 2007
HSBC 2004 - 2005
Skills
Private Equity, Fixed Income, Portfolio Management, Equities, Hedge Funds, Securities, Derivatives, Financial Analysis, Investments, Structured Finance, Bonds, Finance, Structured Products, Financial Reporting, Auditing, Hedging, Accounting, Account Reconciliation, Financial Accounting, CDO, GAAP, Asset Management, Credit Derivatives, Internal Controls, Microsoft Office, Customer Service, CRM, Project Management, Microsoft Excel, Risk Management
Education
Queens College 1997 — 2001
Kathy Shores's HSBC Experience Sr HR ManagerMember HSBC Group2005 - 2009
Job SPHR
Industry Financial Services
Experience
HSBC Sr HR ManagerMember HSBC Group2005 - 2009
Skills
Performance Management, Talent Management, Succession Planning, Employee Engagement, Onboarding, Talent Acquisition, Employee Relations, HRIS, Recruiting, Deferred Compensation, Applicant Tracking..., Change Management, Employee Benefits, Personnel Management, Organizational..., Leadership, Training, PeopleSoft, Banking
Education
Randolph-Macon College
Bachelor of Arts (B.A.), Psychology
Western Branch High School
HSBC Sr HR ManagerMember HSBC Group2005 - 2009
Skills
Performance Management, Talent Management, Succession Planning, Employee Engagement, Onboarding, Talent Acquisition, Employee Relations, HRIS, Recruiting, Deferred Compensation, Applicant Tracking..., Change Management, Employee Benefits, Personnel Management, Organizational..., Leadership, Training, PeopleSoft, Banking
Education
Randolph-Macon College
Bachelor of Arts (B.A.), Psychology
Western Branch High School
Jermaine Shearin's HSBC Experience December 1997 - June 2008
Job VP & Director of Business Development at Republic Bank
Industry Banking
Experience
Republic Bank June 2008 - Present
HSBC December 1997 - June 2008
Skills
Banking
Education
Ramapo College of New Jersey 1990 — 2005
BA, Communication Arts -
Republic Bank June 2008 - Present
HSBC December 1997 - June 2008
Skills
Banking
Education
Ramapo College of New Jersey 1990 — 2005
BA, Communication Arts -
Carlos A Noriega's HSBC Experience June 1992 - March 2005
Job Branch Manager
Industry Banking
Experience
United Nations Federal Credit Union November 2005 - Present
United Nations Federal Credit Union 2005 - Present
HSBC June 1992 - March 2005
Skills
Risk Management, Mortgage Lending, Financial Services, Banking, Credit, Insurance, Investments, Life Insurance, Series 7, Consumer Lending, Cross Selling, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Relationship Management, Retail Banking
Education
Queens College 1986 — 1992
Bachelor's, English
United Nations Federal Credit Union November 2005 - Present
United Nations Federal Credit Union 2005 - Present
HSBC June 1992 - March 2005
Skills
Risk Management, Mortgage Lending, Financial Services, Banking, Credit, Insurance, Investments, Life Insurance, Series 7, Consumer Lending, Cross Selling, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Relationship Management, Retail Banking
Education
Queens College 1986 — 1992
Bachelor's, English
Craig Manning's HSBC Experience May 2009 - July 2011
Job Lead Senior Consultant at Olenick & Associates
Industry Financial Services
Experience
Olenick & Associates May 2013 - Present
Bank of America July 2011 - May 2013
HSBC May 2009 - July 2011
HSBC November 2008 - March 2009
HSBC November 2007 - November 2008
HSBC February 2006 - November 2007
HSBC November 2004 - February 2006
HSBC May 2003 - November 2004
HSBC August 2001 - May 2003
A.E. Riley & Associates, LTD March 2000 - August 2001
Skills
Banking, Vendor Management, Mortgage Lending, Business Analysis, Financial Services, PMO, Process Improvement, Business Process..., Program Management, SDLC, Project Portfolio..., Leadership, Requirements Gathering, Management, Project Management, Loans, Change Management, PMP, Requirements Analysis
Education
Saint Xavier University 2014 — 2016
Master of Business Administration (MBA)
Quincy University 1993 — 1997
BA, Broadcast Communication
Lemont Township High School 1990 — 1993
Olenick & Associates May 2013 - Present
Bank of America July 2011 - May 2013
HSBC May 2009 - July 2011
HSBC November 2008 - March 2009
HSBC November 2007 - November 2008
HSBC February 2006 - November 2007
HSBC November 2004 - February 2006
HSBC May 2003 - November 2004
HSBC August 2001 - May 2003
A.E. Riley & Associates, LTD March 2000 - August 2001
Skills
Banking, Vendor Management, Mortgage Lending, Business Analysis, Financial Services, PMO, Process Improvement, Business Process..., Program Management, SDLC, Project Portfolio..., Leadership, Requirements Gathering, Management, Project Management, Loans, Change Management, PMP, Requirements Analysis
Education
Saint Xavier University 2014 — 2016
Master of Business Administration (MBA)
Quincy University 1993 — 1997
BA, Broadcast Communication
Lemont Township High School 1990 — 1993
Iris Ponce's HSBC Experience February 2013 - August 2013
Job AML Investigator at LBBW
Industry Banking
Experience
LBBW August 2013 - August 2014
HSBC February 2013 - August 2013
HSBC August 2012 - November 2012
Citi September 2010 - August 2012
Standard Chartered Bank April 2007 - February 2009
standard chartered bank April 2007 - February 2009
American Express 2007 - 2009
Israel Discount Bank March 1997 - December 2006
Israel Discount Bank March 1997 - December 1999
Bank Hapoalim December 1993 - March 1997
Skills
AML, KYC, Banking, USA PATRIOT Act, Financial Risk, Risk Management, Due Diligence, Internal Audit, Private Banking, Financial Institutions, Private Investigations, OFAC, Investments, Financial Services, Sanction, Bank Secrecy Act, Fraud, Payments, Anti Money Laundering
Education
American Institute of Banking
Certifications, International Banking
Queensborough Community College
Continuing Education course-work completed.
LBBW August 2013 - August 2014
HSBC February 2013 - August 2013
HSBC August 2012 - November 2012
Citi September 2010 - August 2012
Standard Chartered Bank April 2007 - February 2009
standard chartered bank April 2007 - February 2009
American Express 2007 - 2009
Israel Discount Bank March 1997 - December 2006
Israel Discount Bank March 1997 - December 1999
Bank Hapoalim December 1993 - March 1997
Skills
AML, KYC, Banking, USA PATRIOT Act, Financial Risk, Risk Management, Due Diligence, Internal Audit, Private Banking, Financial Institutions, Private Investigations, OFAC, Investments, Financial Services, Sanction, Bank Secrecy Act, Fraud, Payments, Anti Money Laundering
Education
American Institute of Banking
Certifications, International Banking
Queensborough Community College
Continuing Education course-work completed.
Todd Parsons's HSBC Experience 2001 - 2006
Job Business Development with Bank of Floyd
Industry Banking
Experience
Bank of Floyd 2008 - Present
Shelor Automotive Group January 2006 - July 2008
HSBC 2001 - 2006
Skills
Coaching, Strategic Financial..., Strategic Planning, Insurance
Education
Radford University 1995 — 2000
B.S, Interdisciplinary Studies
Bank of Floyd 2008 - Present
Shelor Automotive Group January 2006 - July 2008
HSBC 2001 - 2006
Skills
Coaching, Strategic Financial..., Strategic Planning, Insurance
Education
Radford University 1995 — 2000
B.S, Interdisciplinary Studies
Nathan Geoffrion's HSBC Experience July 2006 - April 2009
Job Mortgage Loan Originator
Industry Financial Services
Experience
DHI Mortgage May 2015 - Present
Pulte Mortgage June 2012 - May 2015
Wells Fargo Bank June 2011 - August 2012
Bank of England - Mortgage August 2010 - April 2011
American Equity Mortgage June 2009 - August 2010
HSBC July 2006 - April 2009
Skills
Investments, Mortgage Banking, Credit, Financial Services, Loans, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Banking, FHA, Credit Analysis, Customer Service, VA Loans, FHA Financing, Sales, USDA, Investment Properties, Finance, First Time Home Buyers
Education
Regis University
Bachelor's Degree, Business Administration - Emphasis in Finance
DHI Mortgage May 2015 - Present
Pulte Mortgage June 2012 - May 2015
Wells Fargo Bank June 2011 - August 2012
Bank of England - Mortgage August 2010 - April 2011
American Equity Mortgage June 2009 - August 2010
HSBC July 2006 - April 2009
Skills
Investments, Mortgage Banking, Credit, Financial Services, Loans, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Banking, FHA, Credit Analysis, Customer Service, VA Loans, FHA Financing, Sales, USDA, Investment Properties, Finance, First Time Home Buyers
Education
Regis University
Bachelor's Degree, Business Administration - Emphasis in Finance
Charles Hubbard's HSBC Experience 1983 - 1992
Job
Industry Financial Services
Experience
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Koffi Klu, MBA, FLMI, CSM's HSBC Experience 2001 - February 2012
Job Bilingual Risk Event Business Lead with Global Experience in the Business and Non Profit Sectors
Industry Financial Services
Experience
Capital One 2015 - Present
Capital One 2012 - Present
HSBC 2001 - February 2012
HSBC October 1998 - August 2001
Skills
Strategic Planning, Risk Management, Insurance, International Business..., International Marketing, Management Consulting, Process Improvement, Management, Accounting, Cross-functional Team..., Financial Risk, Data Analysis, Reinsurance, International Business, Business Development, Leadership, Analytics, Analysis, Financial Services, Business Analysis, Banking, Financial Analysis, Finance
Education
Regis University 2008 — 2011
MBA, Marketing
Regis University 2006 — 2008
MBA, Finance & Accounting
Université du Benin, Graduate School of Economics and Management 1986 — 1991
Master's Degree, Economics
Lycee de Tokoin
Capital One 2015 - Present
Capital One 2012 - Present
HSBC 2001 - February 2012
HSBC October 1998 - August 2001
Skills
Strategic Planning, Risk Management, Insurance, International Business..., International Marketing, Management Consulting, Process Improvement, Management, Accounting, Cross-functional Team..., Financial Risk, Data Analysis, Reinsurance, International Business, Business Development, Leadership, Analytics, Analysis, Financial Services, Business Analysis, Banking, Financial Analysis, Finance
Education
Regis University 2008 — 2011
MBA, Marketing
Regis University 2006 — 2008
MBA, Finance & Accounting
Université du Benin, Graduate School of Economics and Management 1986 — 1991
Master's Degree, Economics
Lycee de Tokoin
Patricia Hausknost's HSBC Experience June 1984 - July 1992
Job Wealth Planner (CFP/CTFA)
Industry Banking
Experience
City National Bank September 1998 - Present
UCLA Extension October 2008 - Present
TD Bank August 1992 - June 1998
HSBC June 1984 - July 1992
Regions Bank November 1982 - June 1984
Wells Fargo Bank May 1981 - October 1982
Northern Trust Bank/Northern Trust Intl. Bkg. Corp. April 1974 - May 1981
Skills
Relationship Management
Education
UCLA Extension 2002 — 2005
Certificate, Personal Financial Planning
Quinlan School of Business, Loyola University Chicago 1974 — 1978
MBA, Finance
University of Illinois at Chicago 1970 — 1974
BA, Education - German
City National Bank September 1998 - Present
UCLA Extension October 2008 - Present
TD Bank August 1992 - June 1998
HSBC June 1984 - July 1992
Regions Bank November 1982 - June 1984
Wells Fargo Bank May 1981 - October 1982
Northern Trust Bank/Northern Trust Intl. Bkg. Corp. April 1974 - May 1981
Skills
Relationship Management
Education
UCLA Extension 2002 — 2005
Certificate, Personal Financial Planning
Quinlan School of Business, Loyola University Chicago 1974 — 1978
MBA, Finance
University of Illinois at Chicago 1970 — 1974
BA, Education - German
Joseph Gonzales, CPA, CGMA, CISA's HSBC Experience January 2015 - Present
Job Audit Manager HSBC Global Operational Risk Audit
Industry Banking
Experience
HSBC January 2015 - Present
Rabobank December 2005 - January 2015
United Nations Federal Credit Union August 2002 - September 2005
United Nations Federal Credit Union February 2000 - August 2002
Queens County Savings Bank September 1996 - February 2000
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Assessment, Business Process, Fraud, Financial Risk, Operational Risk, Sarbanes-Oxley, Banking, Corporate Finance, Operational Risk..., Risk Management, Finance, Enterprise Risk..., Governance
Education
Queens College 1992 — 1996
Bachelors, Accounting and Economics
HSBC January 2015 - Present
Rabobank December 2005 - January 2015
United Nations Federal Credit Union August 2002 - September 2005
United Nations Federal Credit Union February 2000 - August 2002
Queens County Savings Bank September 1996 - February 2000
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Assessment, Business Process, Fraud, Financial Risk, Operational Risk, Sarbanes-Oxley, Banking, Corporate Finance, Operational Risk..., Risk Management, Finance, Enterprise Risk..., Governance
Education
Queens College 1992 — 1996
Bachelors, Accounting and Economics
Ming Fang's HSBC Experience April 2007 - July 2007
Job Visiting Assistant Professor at Fordham University
Industry Financial Services
Experience
Fordham University 2013 - Present
Rensselaer Polytechnic Institute August 2010 - May 2013
Johns Hopkins University August 2009 - May 2010
HSBC April 2007 - July 2007
Jones Lang LaSalle August 2006 - September 2006
Skills
Statistics, Matlab, Time Series Analysis, R, Mathematical Modeling, SAS, Stata, Quantitative Analytics, Mathematica, Monte Carlo Simulation, LaTeX, Machine Learning, Quantitative Finance, MATLAB
Education
Rensselaer Polytechnic Institute 2010 — 2015
Ph.D., Finance
The Johns Hopkins University
Master's Degree, Applied Math and Statistics
Tsinghua University
Finance
Fordham University 2013 - Present
Rensselaer Polytechnic Institute August 2010 - May 2013
Johns Hopkins University August 2009 - May 2010
HSBC April 2007 - July 2007
Jones Lang LaSalle August 2006 - September 2006
Skills
Statistics, Matlab, Time Series Analysis, R, Mathematical Modeling, SAS, Stata, Quantitative Analytics, Mathematica, Monte Carlo Simulation, LaTeX, Machine Learning, Quantitative Finance, MATLAB
Education
Rensselaer Polytechnic Institute 2010 — 2015
Ph.D., Finance
The Johns Hopkins University
Master's Degree, Applied Math and Statistics
Tsinghua University
Finance
Alex Nicholas's HSBC Experience January 2005 - May 2009
Job B2B Service Sales Executive at mindSHIFT, a Ricoh company
Industry Financial Services
Experience
mindSHIFT, a Ricoh company March 2014 - Present
WebPoint IT Solutions January 2013 - February 2014
ECPI University September 2011 - November 2012
Wells Fargo May 2009 - September 2011
HSBC January 2005 - May 2009
Skills
Sales Management, Sales, B2B, For-profit Education, Banking, Mortgage Lending, Consumer Lending, Outside Sales, Recruiting, Training, Finance, Sales Operations, Cold Calling, Customer Service, New Business Development, Strategic Planning, Management, CRM, Process Improvement, Team Building, Interviews, Loans, Business Development, Call Centers, Account Management, Time Management, Marketing, Direct Sales, Human Resources, Insurance, Credit, Salesforce.com, Sales Process, Leadership, Selling, Advertising, Sales Presentations, Retail, Team Leadership
Education
Radford University - College of Business and Economics 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
mindSHIFT, a Ricoh company March 2014 - Present
WebPoint IT Solutions January 2013 - February 2014
ECPI University September 2011 - November 2012
Wells Fargo May 2009 - September 2011
HSBC January 2005 - May 2009
Skills
Sales Management, Sales, B2B, For-profit Education, Banking, Mortgage Lending, Consumer Lending, Outside Sales, Recruiting, Training, Finance, Sales Operations, Cold Calling, Customer Service, New Business Development, Strategic Planning, Management, CRM, Process Improvement, Team Building, Interviews, Loans, Business Development, Call Centers, Account Management, Time Management, Marketing, Direct Sales, Human Resources, Insurance, Credit, Salesforce.com, Sales Process, Leadership, Selling, Advertising, Sales Presentations, Retail, Team Leadership
Education
Radford University - College of Business and Economics 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
Diane Cuabo's HSBC Experience 2005 - 2009
Job at VA Medical Center
Industry Financial Services
Experience
VA Medical Center April 2010 - Present
HSBC 2005 - 2009
Metris Companies 2001 - 2005
Internal Audit Bureau 1999 - 2000
Education
Regis University 1997 — 1999
MBA, Business
University of Baltimore 1993 — 1995
BS, Business
VA Medical Center April 2010 - Present
HSBC 2005 - 2009
Metris Companies 2001 - 2005
Internal Audit Bureau 1999 - 2000
Education
Regis University 1997 — 1999
MBA, Business
University of Baltimore 1993 — 1995
BS, Business
Tyler Crenshaw's HSBC Experience July 2006 - April 2009
Job Lead Consultant at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF May 2011 - May 2014
Wireless Advocates October 2004 - April 2011
HSBC July 2006 - April 2009
Crenshaw's Vending February 1993 - August 2001
Skills
Sales, Customer Retention, Cold Calling, Sales Management, Account Management, Marketing, Banking, Direct Sales, Call Center, Sales Presentations, Sales Process, Series 6, Financial Analysis, Business Development, Recruiting, Call Centers, Customer Service, Marketing Strategy
Education
Regis University 2009 — 2010
Master of Business Administration, Marketing
University of Wyoming 2001 — 2003
Bachelor of Science, Business Administration
TIAA-CREF May 2014 - Present
TIAA-CREF May 2011 - May 2014
Wireless Advocates October 2004 - April 2011
HSBC July 2006 - April 2009
Crenshaw's Vending February 1993 - August 2001
Skills
Sales, Customer Retention, Cold Calling, Sales Management, Account Management, Marketing, Banking, Direct Sales, Call Center, Sales Presentations, Sales Process, Series 6, Financial Analysis, Business Development, Recruiting, Call Centers, Customer Service, Marketing Strategy
Education
Regis University 2009 — 2010
Master of Business Administration, Marketing
University of Wyoming 2001 — 2003
Bachelor of Science, Business Administration
Jason Meinhart's HSBC Experience April 2001 - October 2004
Job Head of Accounting at JOSPEH ANDERSON COMPANIES
Industry Accounting
Experience
JOSPEH ANDERSON COMPANIES November 2004 - Present
HSBC April 2001 - October 2004
Skills
Microsoft Office, Accounting, Problem Solving, Financial Reporting, Financial Analysis, Budgeting, Financial Accounting, Forecasting, Excel, Financial Planning, Financial Management, Financial Control, Microsoft Excel, Cash Flow, Cost Accounting, Internal Controls, Strategic Financial...
Education
Regis University 2003 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York College at Buffalo 1997 — 2001
Bachelor's Degree, Business with minor in Economics
LaSalle 1991 — 1995
NYS Regents Diploma, General Studies
JOSPEH ANDERSON COMPANIES November 2004 - Present
HSBC April 2001 - October 2004
Skills
Microsoft Office, Accounting, Problem Solving, Financial Reporting, Financial Analysis, Budgeting, Financial Accounting, Forecasting, Excel, Financial Planning, Financial Management, Financial Control, Microsoft Excel, Cash Flow, Cost Accounting, Internal Controls, Strategic Financial...
Education
Regis University 2003 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York College at Buffalo 1997 — 2001
Bachelor's Degree, Business with minor in Economics
LaSalle 1991 — 1995
NYS Regents Diploma, General Studies
Alan Schienberg's HSBC Experience 2012 - February 2014
Job EVP Head of Enterprise Sales at Regulatory DataCorp. (RDC)
Industry Financial Services
Experience
Regulatory DataCorp. (RDC) February 2014 - Present
HSBC 2012 - February 2014
HSBC January 2012 - July 2012
Citi July 2004 - February 2012
Deutsche Bank March 1987 - May 2004
Bankers Trust May 1987 - October 1998
JPMorgan Chase September 1981 - April 1997
Skills
Regulatory Requirements, Re-engineering, Risk Management, Project Portfolio..., Portfolio Management, Know Your Customer, AML Management, Optimization and..., Technology, Operationalizing AML..., Management, Project Management, BSA, Vendor Management, Enterprise Risk..., AML, Bank Secrecy Act, Banking, Credit, Credit Risk, Financial Risk, Financial Services, KYC, Operational Risk..., Finance, Financial Institutions, Internal Audit, Anti Money Laundering
Education
Queen's College 1972 — 1977
BA
Regulatory DataCorp. (RDC) February 2014 - Present
HSBC 2012 - February 2014
HSBC January 2012 - July 2012
Citi July 2004 - February 2012
Deutsche Bank March 1987 - May 2004
Bankers Trust May 1987 - October 1998
JPMorgan Chase September 1981 - April 1997
Skills
Regulatory Requirements, Re-engineering, Risk Management, Project Portfolio..., Portfolio Management, Know Your Customer, AML Management, Optimization and..., Technology, Operationalizing AML..., Management, Project Management, BSA, Vendor Management, Enterprise Risk..., AML, Bank Secrecy Act, Banking, Credit, Credit Risk, Financial Risk, Financial Services, KYC, Operational Risk..., Finance, Financial Institutions, Internal Audit, Anti Money Laundering
Education
Queen's College 1972 — 1977
BA
Audrey Li's HSBC Experience July 2007 - July 2012
Job Senior Consultant in Banking Practice at Ernst & Young
Industry Financial Services
Experience
EY September 2014 - Present
Goldman Sachs June 2013 - August 2013
HSBC July 2007 - July 2012
Skills
Financial Modeling, Corporate Finance, Credit Risk, Financial Analysis, Portfolio Management, Valuation, Capital Markets
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Strategic Management
Renmin University of China 2003 — 2007
Bachelor's degree, Statistics
EY September 2014 - Present
Goldman Sachs June 2013 - August 2013
HSBC July 2007 - July 2012
Skills
Financial Modeling, Corporate Finance, Credit Risk, Financial Analysis, Portfolio Management, Valuation, Capital Markets
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Strategic Management
Renmin University of China 2003 — 2007
Bachelor's degree, Statistics
Adriana Bonifacio's HSBC Experience May 2000 - Present
Job Direct Relationship Manager at HSBC Bank USA
Industry Financial Services
Experience
HSBC May 2000 - Present
HSBC Bank USA May 2000 - Present
Skills
Banking, Credit, Commercial Banking, Loans, Retail Banking, Credit Analysis, Portfolio Management, Relationship Management, Commercial Lending, Cross Selling, Small Business Lending, Consumer Lending, Credit Risk, Financial Services
Education
City University of New York-Queens College 1998 — 2000
Business Administration
Queensborough Community College 1997 — 2000
Business Administration
HSBC May 2000 - Present
HSBC Bank USA May 2000 - Present
Skills
Banking, Credit, Commercial Banking, Loans, Retail Banking, Credit Analysis, Portfolio Management, Relationship Management, Commercial Lending, Cross Selling, Small Business Lending, Consumer Lending, Credit Risk, Financial Services
Education
City University of New York-Queens College 1998 — 2000
Business Administration
Queensborough Community College 1997 — 2000
Business Administration
Diane Grabowsky's HSBC Experience October 2005 - April 2006
Job Sales and Insurance Professional
Industry Insurance
Experience
SafePath Benefits, Inc. September 2010 - January 2011
Empire Blue Cross/ Blue Shield September 2008 - July 2009
HSBC October 2005 - April 2006
Citi May 1990 - March 2003
Education
Institute of Allied Medical Professions 2003 — 2004
Certificate, Diagnostic Medical Sonography
Queensborough Community College 1987 — 2001
AS, Liberal Arts and Science
Queens College
SafePath Benefits, Inc. September 2010 - January 2011
Empire Blue Cross/ Blue Shield September 2008 - July 2009
HSBC October 2005 - April 2006
Citi May 1990 - March 2003
Education
Institute of Allied Medical Professions 2003 — 2004
Certificate, Diagnostic Medical Sonography
Queensborough Community College 1987 — 2001
AS, Liberal Arts and Science
Queens College
Scott Shaw-Malvern's HSBC Experience November 2008 - November 2010
Job Commercial Banking at Bank of Montreal
Industry Banking
Experience
Bank of Montreal June 2012 - Present
HSBC Bank Canada November 2008 - February 2012
HSBC November 2008 - November 2010
HSBC February 2006 - October 2008
CIBC 1996 - 2006
CIBC 1996 - 2006
National Trust 1988 - 1996
Skills
Wealth Management, Commercial Banking, Banking, Finance, Private Banking, Strategic Financial..., Cash Management, Trading, Credit, Asset Management, Credit Analysis, Commercial Lending, Credit Risk, Payments, Business Development, Relationship Management, Mergers & Acquisitions, Loans, Financial Services, Commercial Mortgages, Financial Risk, Investments, Retail Banking, Mutual Funds, Risk Management, Capital Markets
Education
Saint Lawrence College 1986 — 1988
Industrial Relations, Industrial Relations
Queen's University 1984 — 1985
Sociology
Canadian Securities Institute 1995 — 2005
PFP, CSC, Conduct & Practices, Branch Manager's Course
Widdifield H.S.
Bank of Montreal June 2012 - Present
HSBC Bank Canada November 2008 - February 2012
HSBC November 2008 - November 2010
HSBC February 2006 - October 2008
CIBC 1996 - 2006
CIBC 1996 - 2006
National Trust 1988 - 1996
Skills
Wealth Management, Commercial Banking, Banking, Finance, Private Banking, Strategic Financial..., Cash Management, Trading, Credit, Asset Management, Credit Analysis, Commercial Lending, Credit Risk, Payments, Business Development, Relationship Management, Mergers & Acquisitions, Loans, Financial Services, Commercial Mortgages, Financial Risk, Investments, Retail Banking, Mutual Funds, Risk Management, Capital Markets
Education
Saint Lawrence College 1986 — 1988
Industrial Relations, Industrial Relations
Queen's University 1984 — 1985
Sociology
Canadian Securities Institute 1995 — 2005
PFP, CSC, Conduct & Practices, Branch Manager's Course
Widdifield H.S.
Vicki Qu's HSBC Experience April 2005 - August 2006
Job Accountant at Marvel Entertainment
Industry Entertainment
Experience
Marvel Entertainment May 2007 - Present
Madison Industries August 2006 - May 2007
HSBC April 2005 - August 2006
J.C.L. CPA Firm November 2003 - May 2004
Skills
Oracle Enterprise, MIcrosoft Dynamics GP, QuickBooks, Microsoft Excel, Financial Reporting, Management, Microsoft Office
Education
Queens College 2009 — 2011
Master's degree, accounting
Queens College 2000 — 2004
Bachelor of Arts (B.A.), Accounting
Marvel Entertainment May 2007 - Present
Madison Industries August 2006 - May 2007
HSBC April 2005 - August 2006
J.C.L. CPA Firm November 2003 - May 2004
Skills
Oracle Enterprise, MIcrosoft Dynamics GP, QuickBooks, Microsoft Excel, Financial Reporting, Management, Microsoft Office
Education
Queens College 2009 — 2011
Master's degree, accounting
Queens College 2000 — 2004
Bachelor of Arts (B.A.), Accounting
George Tsugranes, CAMS's HSBC Experience January 2000 - August 2008
Job AML/KYC Manager at BlackRock
Industry Financial Services
Experience
BlackRock July 2011 - Present
Pershing LLC August 2008 - July 2011
HSBC January 2000 - August 2008
Skills
KYC, OFAC, Fraud, Sanction, Auditing, Policy, Securities, USA PATRIOT Act, Capital Markets, Payments, Banking, Due Diligence, Internal Audit, Regulations, Operational Risk, Operational Risk..., Bank Secrecy Act
Education
NYU School of Continuing Education 1988 — 1990
Bank Mgmt, Certificate in Banking Management
Queen's College 1980 — 1985
BA, Accounting
bronx high school of science 1977 — 1980
BlackRock July 2011 - Present
Pershing LLC August 2008 - July 2011
HSBC January 2000 - August 2008
Skills
KYC, OFAC, Fraud, Sanction, Auditing, Policy, Securities, USA PATRIOT Act, Capital Markets, Payments, Banking, Due Diligence, Internal Audit, Regulations, Operational Risk, Operational Risk..., Bank Secrecy Act
Education
NYU School of Continuing Education 1988 — 1990
Bank Mgmt, Certificate in Banking Management
Queen's College 1980 — 1985
BA, Accounting
bronx high school of science 1977 — 1980
Dominic Kubelka's HSBC Experience July 2000 - March 2009
Job Escalations Specialist
Industry Financial Services
Experience
OneWest Bank December 2010 - Present
Prime Lending, a Plains Capital Company March 2009 - December 2010
HSBC July 2000 - March 2009
Skills
Loss Mitigation, Risk Management, Finance, Writing, Credit Analysis, Financial Risk, Mortgage Banking, Credit, Loans
Education
Regis University 2008 — 2010
MBA, Finance & Accounting
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (BA)
OneWest Bank December 2010 - Present
Prime Lending, a Plains Capital Company March 2009 - December 2010
HSBC July 2000 - March 2009
Skills
Loss Mitigation, Risk Management, Finance, Writing, Credit Analysis, Financial Risk, Mortgage Banking, Credit, Loans
Education
Regis University 2008 — 2010
MBA, Finance & Accounting
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (BA)
Roger Peitsch's HSBC Experience January 2013 - Present
Job Global Relationship Manager at HSBC
Industry Banking
Experience
HSBC January 2013 - Present
The Private Bank And Trust Company December 2009 - January 2013
GE Capital July 2007 - October 2009
Comerica July 2002 - July 2007
Heller Financial/GE Capital July 2000 - July 2002
LaSalle Bank March 1996 - July 2000
Skills
Cash Flow Lending, Commercial Lending, Middle Market, Financial Analysis, Credit Risk, Relationship Management, Credit Analysis, Commercial Banking, Banking, Finance, Loans, Portfolio Management, Credit, Loan Origination, Treasury Management, Risk Management, Corporate Finance
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1992
MBA, Finance
University of Michigan 1983 — 1987
BA
HSBC January 2013 - Present
The Private Bank And Trust Company December 2009 - January 2013
GE Capital July 2007 - October 2009
Comerica July 2002 - July 2007
Heller Financial/GE Capital July 2000 - July 2002
LaSalle Bank March 1996 - July 2000
Skills
Cash Flow Lending, Commercial Lending, Middle Market, Financial Analysis, Credit Risk, Relationship Management, Credit Analysis, Commercial Banking, Banking, Finance, Loans, Portfolio Management, Credit, Loan Origination, Treasury Management, Risk Management, Corporate Finance
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1992
MBA, Finance
University of Michigan 1983 — 1987
BA
Michele Maggio's HSBC Experience March 2006 - September 2008
Job Senior Client Service Officer
Industry Financial Services
Experience
Lenox Hill Hospital July 2014 - Present
St James Church December 2013 - May 2014
Allegra Ventures LLC September 2011 - December 2013
Hospital for Special Surgery March 2013 - November 2013
Deutsche Bank November 2008 - June 2011
HSBC March 2006 - September 2008
ABN AMRO Bank N.V. September 2000 - March 2006
Citi 1986 - 1997
Skills
Written Communication, Customer Escalation..., Client Liaison, Client Rapport, Team Motivation, Administration, Research, Root Cause Problem..., Mature Business Judgment, Problem Solving, Collaborative Solutions, Computer Proficiency, Service Delivery, Customer Retention, Customer Support, Customer Engagement, Facebook, Social Media, Microsoft Office, Entrepreneurship, PowerPoint, Community Outreach, Teamwork, Account Management
Education
Queens College
Bachelor's degree, English Language and Literature, General, A
Lenox Hill Hospital July 2014 - Present
St James Church December 2013 - May 2014
Allegra Ventures LLC September 2011 - December 2013
Hospital for Special Surgery March 2013 - November 2013
Deutsche Bank November 2008 - June 2011
HSBC March 2006 - September 2008
ABN AMRO Bank N.V. September 2000 - March 2006
Citi 1986 - 1997
Skills
Written Communication, Customer Escalation..., Client Liaison, Client Rapport, Team Motivation, Administration, Research, Root Cause Problem..., Mature Business Judgment, Problem Solving, Collaborative Solutions, Computer Proficiency, Service Delivery, Customer Retention, Customer Support, Customer Engagement, Facebook, Social Media, Microsoft Office, Entrepreneurship, PowerPoint, Community Outreach, Teamwork, Account Management
Education
Queens College
Bachelor's degree, English Language and Literature, General, A
Anne DiFabio's HSBC Experience March 2014 - Present
Job Corporate Archivist at HSBC
Industry Museums and Institutions
Experience
HSBC March 2014 - Present
South Street Seaport Museum 2011 - 2013
Museum of the City of New York April 2010 - November 2011
Brooklyn College January 2008 - April 2010
Skills
Cataloging, Archives, Metadata, Museum Collections, EAD, Special Collections, Digitization, Archival Research, Museums, Library, Digital Preservation, Archival Processing, Digital Libraries, Library Science, History, Research
Education
SUNY New Paltz 2001 — 2005
Bachelors, English and Women's Studies
Queens College
Masters Degree, Library Science
HSBC March 2014 - Present
South Street Seaport Museum 2011 - 2013
Museum of the City of New York April 2010 - November 2011
Brooklyn College January 2008 - April 2010
Skills
Cataloging, Archives, Metadata, Museum Collections, EAD, Special Collections, Digitization, Archival Research, Museums, Library, Digital Preservation, Archival Processing, Digital Libraries, Library Science, History, Research
Education
SUNY New Paltz 2001 — 2005
Bachelors, English and Women's Studies
Queens College
Masters Degree, Library Science
Bumjoon (BJ) Kim's HSBC Experience September 2005 - September 2007
Job Solution Specialist at Independent Health
Industry Hospital & Health Care
Experience
Independent Health March 2014 - Present
Kiss Products June 2011 - July 2013
The Odierno Law Firm January 2008 - April 2011
HSBC September 2005 - September 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Research, Budgets, Strategic Planning, SAP, Microsoft Word, English, Windows, Outlook, SAP ERP, SAP BW, Microsoft Office, Forecasting, Demand Planning, Demand Forecasting, Business Analysis, Financial Analysis, Cognos, Salesforce.com
Education
Queens College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Independent Health March 2014 - Present
Kiss Products June 2011 - July 2013
The Odierno Law Firm January 2008 - April 2011
HSBC September 2005 - September 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Research, Budgets, Strategic Planning, SAP, Microsoft Word, English, Windows, Outlook, SAP ERP, SAP BW, Microsoft Office, Forecasting, Demand Planning, Demand Forecasting, Business Analysis, Financial Analysis, Cognos, Salesforce.com
Education
Queens College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Tito Mag-aso's HSBC Experience August 2014 - Present
Job
Industry Financial Services
Experience
HSBC August 2014 - Present
HSBC June 2012 - Present
Deutsche Bank (via Madison Consulting Group) September 2005 - August 2011
Sabadell United (via Madison Consulting Group) November 2010 - December 2010
Mellon Bank (via Madison Consulting Group) May 2007 - July 2007
BNP Paribas May 2004 - September 2005
NASD Regulation (FINRA) June 2002 - November 2003
Goldman Sachs September 1998 - April 2002
Education
DeVry Institute of Technology - Long Island City, NY 2002 — 2007
Bachelor's degree
Queensborough Community College 1995 — 1998
HSBC August 2014 - Present
HSBC June 2012 - Present
Deutsche Bank (via Madison Consulting Group) September 2005 - August 2011
Sabadell United (via Madison Consulting Group) November 2010 - December 2010
Mellon Bank (via Madison Consulting Group) May 2007 - July 2007
BNP Paribas May 2004 - September 2005
NASD Regulation (FINRA) June 2002 - November 2003
Goldman Sachs September 1998 - April 2002
Education
DeVry Institute of Technology - Long Island City, NY 2002 — 2007
Bachelor's degree
Queensborough Community College 1995 — 1998
Shea Marana's HSBC Experience January 2002 - June 2006
Job Outside Sales at ADESA
Industry Automotive
Experience
ADESA April 2010 - Present
American Mortgage May 2008 - April 2010
Wilmington Finance June 2006 - May 2008
HSBC January 2002 - June 2006
Skills
Customer Satisfaction, Profit, Sales Management, Sales Process, Account Management, Customer Retention, Sales, Customer Service, Inventory Management, Management, B2B, Selling, Training, New Business Development, Coaching, Cold Calling, Sales Operations, Retail, Marketing, Direct Sales, Negotiation, Recruiting, Team Building, Marketing Strategy, Lead Generation, CRM, Business Development, Solution Selling, Sales Presentations, Enterprise Software, Budgets, Strategic Partnerships, SaaS, Pricing, Salesforce.com, Dealers
Education
Thomas Edison State College 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5
Rasmussen College-Minnesota 2000 — 2002
Associate of Science (A.S.), Computer Systems Networking and Telecommunications, 3.5
Central Lakes College-Brainerd 1994 — 1996
Associate of Arts (AA), General Studies
ADESA April 2010 - Present
American Mortgage May 2008 - April 2010
Wilmington Finance June 2006 - May 2008
HSBC January 2002 - June 2006
Skills
Customer Satisfaction, Profit, Sales Management, Sales Process, Account Management, Customer Retention, Sales, Customer Service, Inventory Management, Management, B2B, Selling, Training, New Business Development, Coaching, Cold Calling, Sales Operations, Retail, Marketing, Direct Sales, Negotiation, Recruiting, Team Building, Marketing Strategy, Lead Generation, CRM, Business Development, Solution Selling, Sales Presentations, Enterprise Software, Budgets, Strategic Partnerships, SaaS, Pricing, Salesforce.com, Dealers
Education
Thomas Edison State College 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5
Rasmussen College-Minnesota 2000 — 2002
Associate of Science (A.S.), Computer Systems Networking and Telecommunications, 3.5
Central Lakes College-Brainerd 1994 — 1996
Associate of Arts (AA), General Studies
Joan Tirino's HSBC Experience 2001 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
HSBC 2001 - 2005
Education
Queens College 1965 — 1972
Bachelor of Arts (B.A.), Chemistry
HSBC 2001 - 2005
Education
Queens College 1965 — 1972
Bachelor of Arts (B.A.), Chemistry
Stan Polaske's HSBC Experience Senior Project ManagerHSBC TechnologhyJanuary 2006 - Present
Job Senior Project Manager at HSBC Technologhy
Industry Banking
Experience
HSBC Senior Project ManagerHSBC TechnologhyJanuary 2006 - Present
Education
Radford University 1975 — 1976
Master's degree, Psychology
HSBC Senior Project ManagerHSBC TechnologhyJanuary 2006 - Present
Education
Radford University 1975 — 1976
Master's degree, Psychology
Melanie Megnath's HSBC Experience June 2010 - Present
Job Head Teller at HSBC
Industry Banking
Experience
HSBC June 2010 - Present
Commerce/TD Bank September 2008 - June 2010
PetCareRx January 2006 - June 2008
Skills
Banking, Retail Banking, Commercial Banking, Cross Selling, Cash Management, Branch Banking, Sales, Customer Service, Branch Management, Deposits, Finance, Financial Services, Internet Banking, Lines Of Credit, Loan Origination, Operational Risk, Payments, Private Banking, Relationship Management
Education
Queen's College 2013 — 2017
Finance and Financial Management Services
John Bowne High School
Queensborough Community College
Associate of Arts and Sciences (A.A.S.)
HSBC June 2010 - Present
Commerce/TD Bank September 2008 - June 2010
PetCareRx January 2006 - June 2008
Skills
Banking, Retail Banking, Commercial Banking, Cross Selling, Cash Management, Branch Banking, Sales, Customer Service, Branch Management, Deposits, Finance, Financial Services, Internet Banking, Lines Of Credit, Loan Origination, Operational Risk, Payments, Private Banking, Relationship Management
Education
Queen's College 2013 — 2017
Finance and Financial Management Services
John Bowne High School
Queensborough Community College
Associate of Arts and Sciences (A.A.S.)
Purva Rajwade's HSBC Experience July 2011 - July 2013
Job Masters student at University of North Texas
Industry Information Technology and Services
Experience
HSBC July 2011 - July 2013
Skills
SQL, HTML, C++, JavaScript, C, MySQL, Core Java, XML, CSS, HTML5, IBM Mainframe, DB2, Java
Education
University of North Texas 2015 — 2016
Master’s Degree, Information Science/Studies, 4.00
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2007 — 2011
Bachelor’s Degree, Computer Science & Engineering, 70.09
Karnataka Vidhya Niketan 1997 — 2007
High School
HSBC July 2011 - July 2013
Skills
SQL, HTML, C++, JavaScript, C, MySQL, Core Java, XML, CSS, HTML5, IBM Mainframe, DB2, Java
Education
University of North Texas 2015 — 2016
Master’s Degree, Information Science/Studies, 4.00
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2007 — 2011
Bachelor’s Degree, Computer Science & Engineering, 70.09
Karnataka Vidhya Niketan 1997 — 2007
High School
Nubia Gutierrez's HSBC Experience June 2009 - February 2010
Job Billing Analyst
Industry Accounting
Experience
Geller & Company September 2014 - Present
HSBC June 2009 - February 2010
HSBC August 2008 - June 2009
Skills
Customer Service, Leadership, Due Diligence
Education
Queens College 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance
Geller & Company September 2014 - Present
HSBC June 2009 - February 2010
HSBC August 2008 - June 2009
Skills
Customer Service, Leadership, Due Diligence
Education
Queens College 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance
Janice Zhou's HSBC Experience August 2014 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
HSBC August 2014 - April 2015
Paco NY Trading Inc May 2011 - May 2012
Education
Queens College 2010 — 2015
Bachelor of Arts (B.A.), Accounting
HSBC August 2014 - April 2015
Paco NY Trading Inc May 2011 - May 2012
Education
Queens College 2010 — 2015
Bachelor of Arts (B.A.), Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.