Experience
KPMG US  September 2015 - Present
Frank, Rimerman + Co. LLP   October 2014 - September 2015
Greenstein, Rogoff, Olsen & Co., LLP   July 2013 - July 2014
Standard Chartered Bank  July 2007 - November 2009
HSBC   September 2006 - October 2006

Skills
Fundraising, Market Research, Public Relations, Business Strategy, Relationship Management, Research, Marketing Strategy, Marketing, Business Development, Marketing Communications, Team Management, Management, Program Management, Strategy, Business Planning, Accounting, CPA, Change Management, Business Analysis, Project Management, Organizational..., Human Resources, Banking, Microsoft Excel, Finance, Data Analysis, Leadership, Financial Analysis, Training, Management Consulting, QuickBooks, Bank Reconciliation, Tax Preparation, Analysis, Consulting, Financial Modeling, Budgets, Entrepreneurship, Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Risk Management, Business Valuation, Auditing, Financial Reporting, Strategic Financial..., Competitive Analysis

Education
Stanford University   2012 — 2014
Certificate Program, Creative Writing

Stanford University   2010 — 2011
Business courses, High Performance Management, Creativity and Leadership, Taxes

Indian Society for Training and Development   2008 — 2011
Diploma in Training and Development, Training and Development

S.P. Jain Institute of Management & Research   2005 — 2007
Master of Business Administration (MBA), Marketing

Shri Ram College of Commerce   2002 — 2005
B.Com(hons), Commerce

St. Xavier School - Delhi   1996 — 2002
High School, Sciences

CRPF   1989 — 1996

California Board of Accountancy
Certified Public Accountant, License number- 124714

Experience
First Niagara Bank  May 2012 - Present
HSBC   January 2005 - May 2012
Citibank  July 2001 - December 2005
The Bank of New York  July 1998 - December 1999

Skills
Portfolio Management, Financial Risk, Strategic Financial..., Wealth Management, Investments, Asset Managment, Risk Management, Financial Analysis, Mutual Funds, Insurance, Equities

Education
Saint Bonaventure University   1990 — 1994
Bachelor of Science, Marketing

West Irondequoit High School   1986 — 1990

Experience
HSBC   March 2005 - Present
CGI  August 2002 - April 2005
LGS Group Inc  November 1999 - August 2002
DTA  November 1997 - November 1999
Canadian Broadcasting Corporation  January 1987 - November 1997

Skills
Windows Server, Security, Windows, Storage, System Architecture, IT Strategy, Architecture, Virtualization, VMware, IT Management, Databases, .NET, CNE, MCSE, MCDBA, MCAD, VPN, System Deployment, Microsoft SQL Server, Cisco Technologies, Microsoft Certified..., Integration, Operating Systems, SDLC, IT Operations, Certified Novell..., TCP/IP, Servers, Linux, Firewalls, DNS, Technical Support, Infrastructure, Networking, Business Requirements, Disaster Recovery, Business Strategy, Network Design, Architectures

Education
Ryerson University   1982 — 1986
B.SC, Computer Science

Ryerson University   1982 — 1986
BSc, Computer Science

Experience
GE Capital  December 2014 - Present
Federal Deposit Insurance Corporation (FDIC)   October 2011 - April 2014
Federal Deposit Insurance Corporation  October 2009 - April 2014
Bank of the West  2005 - 2009
Southeast Capital Partners   2002 - 2005
Riverside Bank of Central Florida   2001 - 2002
Regions Financial Corporation  1999 - 2001
HSBC   1990 - 1999

Skills
Credit, Commercial Banking, Banking, Risk Management, Portfolio Management, Loans, Credit Analysis, Finance, Small Business Lending, Due Diligence, Commercial Lending, Valuation, Mortgage Lending, Strategy, Financial Services, Underwriting, Credit Risk, Financial Analysis, Financial Risk, Analysis, Leadership, Retail Banking, Negotiation, Loan Origination, Management, Capital Markets, Investments, Business Development, Relationship Management, Mortgage Banking, Executive Management, Asset Management, Real Estate, Financial Modeling, Mergers & Acquisitions, Program Management, Private Banking, Sales, Operations Management, Financial Markets, Restructuring, Enterprise Risk...

Education
Saint Bonaventure University
Master of Business Administration (MBA), Accounting and Finance, Cum Laude

State University of New York College at Fredonia
Bachelor's degree, Political Science and Government

Experience
Amazon  April 2015 - Present
Amazon  July 2013 - April 2015
Societe Generale Corporate and Investment Banking - SG CIB  June 2012 - August 2012
HSBC   June 2011 - August 2011
UNICEF  May 2011 - June 2011
YWCA USA  April 2007 - September 2010

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Finance, Forecasting, Oracle, Economics, Financial Reporting, Strategic Financial..., Variance Analysis, Managerial Finance, Financial Forecasting, Key Performance..., Analytics, Bloomberg, Microsoft Office, Bloomberg Terminal, Mac OS, Public Speaking, Valuation, PowerPoint, Microsoft Word, Data Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelor of Arts (BA), Economics

West Windsor Plainsboro High School North   2005 — 2009

Experience
Sogeti (Johnson & Johnson)   October 2013 - Present
HSBC   January 2009 - April 2013

Skills
Requirements Analysis, Quality Assurance, SDLC, Business Analysis, Test Planning, User Acceptance Testing, Testing, Software Documentation, SQL, Data Warehousing, Microsoft Office, Visio, Quality Center, Databases, Regression Testing, SharePoint, Integration, Microsoft SQL Server, XML, HP Quality Center, Requirements Gathering, Vendor Management, Risk Management, Software Project..., Software Quality..., QTP, Agile Methodologies, Software Quality, Waterfall, Test Cases, Salesforce.com, Salesforce Training, Salesforce.com..., JIRA, Scrum

Education
Rutgers University   2005 — 2008
Bachelor's Degree, Economics

Experience
Citi  February 2014 - Present
HSBC   August 2007 - February 2014
JP Morgan Chase  July 2001 - August 2007
Citi  June 1999 - July 2001
CT ARMY National Guard  1996 - 2000

Skills
Banking, Financial Services, Relationship Management, Risk Management, Business Development, FX Options, Management, Derivatives, Credit, Equities, Cross Selling, AML, New Business Development, KYC, Loans, Team Building, Team Leadership, Sales Management, Personal Finance, Client Liaison, Onboarding, Retail Banking, Sales, Consumer Lending, Leadership, Series 63, Small Business Lending, Series 6, Commercial Lending, Commercial Banking, CRM, Portfolio Management, Capital Markets

Education
Sacred Heart University   2010 — 2012
Master of Business Administration (MBA), MBA

WCSU
BA, Design and Applied Arts

Experience
United Healthcare Medicare Solutions  July 2012 - Present
HSBC   August 2007 - May 2009
Webster Bank  June 2005 - May 2007
Wachovia, A Wells Fargo Company  January 2001 - May 2005
HealthNet of the Northeast aka PHS aka Physicians Health Services   May 1990 - October 2001

Skills
Health Insurance, Sales, Business Development, Microsoft Word, Small Business, Account Management, Employee Benefits, Public Speaking, Team Leadership, Management, Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription..., Retail Banking, Branch Banking, Event Planning, Marketing, Fixed Annuities, Life Insurance, Public Relations, Disability Insurance, Fundraising, Credit, Organizational..., Healthcare, Customer Service, Finance, Insurance, Leadership

Education
Sacred Heart University   1996 — 2000
MBA, Marketing

University of Illinois at Urbana-Champaign
BA, Psychology

Experience
ZAGWAN   March 2015 - Present
VIRTUOSO SYSTEMS   March 2013 - July 2013
HSBC   January 2009 - February 2012
HSBC   January 2007 - January 2009
HSBC   August 2006 - January 2007
American Express  February 2001 - July 2005
American Express  February 1997 - February 2001
American Express  July 1992 - February 1997
Citibank (Banamex USA)   April 1987 - July 1992

Skills
Financial Analysis, Financial Planning, Business Analysis, Project Management, Managing High..., Model Building, Strong Team Player, Strong collaborataion..., Problem Solving, Online Marketing, Direct Marketing, Product Marketing, Strategic Financial..., Functional Requirements, Finance, Strategic Planning, Analytics, Leadership, High Performance Teams, Marketing, Product Management, Analysis, Management, Team Building, Product Development, Program Management, Forecasting, Segmentation, P&L Management, Executive Management, Pricing, Strategy, Project Planning, New Business Development, Business Intelligence, Financial Risk, Risk Management, Sales, Financial Services, Consulting, Banking, Business Strategy, Business Planning, Mergers & Acquisitions, Relationship Management, Financial Modeling, Portfolio Management, Business Development, Coaching, Business Process...

Education
Rutgers, The State University of New Jersey-Newark
Mini MBA - Digital Marketing, Certificate

New York University - Leonard N. Stern School of Business
MBA, Finance and International Business

Rutgers University
BA, Economics and Political Science

SUNY Levin

Experience
Edward Jones  February 2014 - Present
dePaolo Consulting   June 2005 - Present
Boise State University  August 2013 - August 2015
CoorsTek  January 2013 - December 2013
University of Colorado  May 2013 - October 2013
Kutztown University  January 2013 - June 2013
HSBC   February 2012 - December 2012
The Apollo Group  November 2011 - February 2012
US/Nursing–Fastaff   August 2011 - December 2011
Placer County  December 2010 - December 2011

Skills
PeopleSoft, Oracle, Performance Tuning, Load Testing, Unix ad

Education
Rutgers, The State University of New Jersey-Newark   1993 — 1995
MBA, Operations Management

Rutgers University-New Brunswick   1989 — 1993
B.S, Civil Engineering

Experience
TD  October 2012 - Present
HSBC   July 2012 - September 2012
Meridian Credit Union  November 2010 - April 2012
H&R Block  January 2010 - October 2011
Alterna Savings and Credit Union Ltd   November 2001 - November 2010
GE Captial Finance Limited   1983 - 1997

Skills
Candian Securities..., Mortgage Program - STI, Investment Fund In..., Personal Tax returns,..., Payroll Compliance..., Financial Analysis, Loans, Mutual Funds, Mortgage Lending, Credit Analysis, Portfolio Management, Investments, Banking, Credit, Strategic Financial..., Retail Banking, Risk Management, Financial Risk, Wealth Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit Risk, Credit Unions, Estate Planning, Finance, Financial Advisory, Financial Services, Insurance, Investment Advisory, Relationship Management, Residential Mortgages, Retirement Planning, Underwriting

Education
CSI   2010 — 2013
PFP

ICB
STI, Mortgage Program

Ryerson University
Accounting Finance

Seneca College of Applied Arts and Technology

Experience
Premium Mortgage  February 2012 - Present
MetLife Home Loans  October 2010 - May 2012
HSBC   September 2005 - July 2010

Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Credit Analysis, FHA, Underwriting, Consumer Lending, Retail Banking, USDA, Customer Service, VA loans, Small Business Lending, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Mortgage Underwriting, Sales, New Business Development, Financial Analysis, FHA financing, Cross Selling, Insurance, Construction Loans, Commercial Lending, Certified Mortgage..., Business Development, Management, Finance, Sales Management, Investments, Mortgage Servicing, Financial Services

Education
Saint Bonaventure University   1982 — 1986
BBA, Management/Marketing

Experience
HSBC   December 2010 - Present
The Cheesecake Factory  January 2010 - December 2010
Red Bull  April 2009 - December 2009

Skills
Customer Service, Answering Phones, Problem Solving, Team Leadership, Organization, Preparedness, Sales Management, Productivity, Computer Proficiency, Artistic Abilities, Managerial, Talking, People Skills, Hospitality, Cash Register, ATMs, Line Management..., Time Management, Multitasking Skills

Education
Sacred Heart University   2006 — 2008
2 yrs, Business Administration and Management, General

Experience
HSBC   January 2014 - Present
Citigroup  September 2011 - December 2013
HSBC   April 2010 - September 2011
Credit Suisse  January 2004 - April 2010
Deutsche Bank, New York  December 1996 - January 2004
Barclays Bank  June 1994 - December 1996
Bankers Trust  August 1989 - June 1994
Merrill Lynch  February 1985 - August 1989

Skills
Risk Management, Banking, Capital Markets, Regulatory Capital, Financial Analysis, Forecasting, Financial Services, Business Process, Management, Fixed Income, Internal Controls, Investment Banking, Finance, Credit Risk, Derivatives, Financial Modeling, Equities, Financial Risk

Education
Rutgers, The State University of New Jersey-Newark   1988 — 1991
MBA, Finance

University of South Carolina-Columbia   1980 — 1984
BS, Oceanography

Experience
Perry's Ice Cream  January 2015 - Present
RISE Partnerships   November 2014 - Present
Allen-Bailey Tag & Label, Inc.   November 2012 - January 2015
RISE Partnerships   November 2011 - November 2014
Examiner.com  April 2011 - October 2013
The Sausage Maker   June 2012 - November 2012
HSBC   August 2011 - June 2012
Shaffer & Associates  January 2011 - May 2011
Shaffer & Associates  October 2010 - May 2011
Fraternal Excellence Institute (FEI)   October 2010 - March 2011

Skills
PowerPoint, Word, Social Networking, Final Cut Express, Editing, Writing, Event Planning, Social Media, Blogging, Excel, Public Speaking, Marketing Communications, Integrated Marketing..., Integrated Marketing, Public Relations, Advertising, Marketing

Education
St. Bonaventure University   2012 — 2013
Master of Arts (MA), Integrated Marketing Communications, GPA 3.973/4.0

University of Oxford, Trinity College, UK   2013 — 2013
Francis E. Kelley Program, Integrated Marketing Communications, 4.0/4.0

State University of New York College at Geneseo   2007 — 2011
BA, Communication major, Sociology minor

frontier high school

Experience
Wells Fargo  March 2013 - Present
Hudson Valley Bank  April 2011 - March 2013
HSBC BANK USA  July 2009 - April 2011
HSBC   April 2007 - July 2009
Wachovia Bank  November 2004 - April 2007

Skills
Banking, Loans, Commercial Lending, Customer Service, Commercial Banking, Credit, Small Business Lending, Finance, Credit Analysis, Real Estate, Portfolio Management, Life Insurance

Education
Sacred Heart University   1999 — 2001
BBS, Business Administration

University of Connecticut   1996 — 1999

Experience
HSBC   June 2003 - June 2008
Morgan Stanley  2001 - 2002

Skills
Financial Services, Retail Banking, Finance, Coaching, Banking, Credit, Financial Analysis, Loans, Mortgage Lending, Risk Management

Education
Rutgers, The State University of New Jersey-Newark

Experience
Citi  July 2015 - Present
Citibank  June 2011 - July 2015
Banco Bradesco  November 2008 - March 2011
UBS Wealth Management  2007 - 2008
HSBC   2006 - 2007
Morgan Stanley  January 2000 - December 2006
Merrill Lynch  January 1997 - December 2000

Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro

Education
Universidade de São Paulo   1998 — 2000
MBA, Finanças

Rutgers, The State University of New Jersey-New Brunswick   1987 — 1991
B.A., Economics

Experience
City of Toronto  September 2013 - Present
IMI International  December 2012 - April 2013
HSBC   January 2011 - August 2011
State Street  February 2008 - December 2010

Skills
Financial Analysis, Risk Management, Strategic Planning, Marketing Communications, Financial Modeling, Portfolio Management, Business Analysis, Analysis, Project Management, Entrepreneurship, Industry Research, Business Strategy, Capital Markets, Equities, Investment Banking, Financial Services, Asset Managment, Segmentation, Market Research, Consumer Behaviour, Consumer Insight, Quantitative Research, Qualitative Research, Competitive Intelligence, Valuation, Bloomberg, Investments, Business Development, Strategy, CRM

Education
Schulich School of Business   2011 — 2013
MBA, Finance & Marketing

Ryerson University   2003 — 2007
BComm, Management & Marketing

William Lyon Mackenzie   1999 — 2003

Experience
SocialVenture Zone at Ryerson University   May 2015 - Present
SAGE Canada  May 2015 - Present
Ryerson University  September 2014 - April 2015
HSBC   May 2014 - June 2014
Best Buy  August 2011 - October 2012

Skills
Teamwork, Time Management, Marketing, Leadership, Sales, Social Networking, Social Media Marketing, Visual Merchandising, Facebook, Retail, Merchandising, Customer Service, Social Media, Event Planning, Marketing Communications, Event Management, Market Research, Entrepreneurship

Education
Ryerson University   2013 — 2017
Bachelor's Degree, Bachelor of Commerce (B.Com.), Double Major in Entrepreneurship and Marketing

Experience
Best High Technologies LLC (BHT)   January 2015 - May 2015
Industrial and Commercial Bank of China  July 2014 - August 2014
HSBC Private Bank  June 2014 - July 2014
HSBC   November 2012 - March 2013

Skills
Human Resources, Recruiting, Teamwork, PowerPoint, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Crowdsourcing, Research, AutoCAD, HTML, Social Media, Public Speaking, Accounts Receivable, Performance Management

Education
Rutgers University-New Brunswick   2013 — 2015
Master’s Degree, Human Resources Management and Services, 3.84

Soochow University (CN)   2009 — 2013
Bachelor's Degree, Fashion/Apparel Design

Experience
First Niagara Bank  December 2012 - Present
First Niagara Bank  May 2012 - December 2012
HSBC   October 2003 - May 2012

Skills
Sales

Education
Saint Bonaventure University   2006 — 2008
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

State University of New York College at Fredonia   1999 — 2003
Major: Business Management Minor:Economics

Experience
CIBC  March 2015 - Present
TD  February 2013 - Present
RBC  June 2011 - February 2013
BMO Financial Group  August 2010 - May 2011
RBC  April 2008 - June 2010
HSBC   2006 - 2007
CI Investments Inc. – Canada’s Investment Company   2004 - 2005
CompleteSaigon   2003 - 2004
LCL  1999 - 2003
Deutsche Bank  1998 - 1999

Skills
Business Analysis, Requirements Gathering, Process Engineering, Requirements Analysis, Visio, Change Management, Project Portfolio..., Business Process, Business Requirements, AML, SDLC, PMP, PMO, Project Delivery, Business Process..., Systems Analysis, Vendor Management, User Acceptance Testing

Education
Ryerson University   2010 — 2015
Certificate in Project Management

Ryerson University   2008 — 2010
Certificate in Business Management

University of Toronto - University College   1993 — 1997
Bachelor of Arts, History and East Asian Studies

PSCI

Experience
HSBC   June 2014 - Present
Barclays Capital Inc  May 2011 - June 2014

Skills
Microsoft Office, Client Liaison, Client Service Oriented, Team-oriented, Troubleshooting, Credit Analysis, Account Management, New Account Opening, Shepherding, Research, Security Analysis, Project Coordination, Microsoft Excel

Education
New York University - Leonard N. Stern School of Business   2015 — 2018
Master of Business Administration (M.B.A.), Finance

Rutgers University-New Brunswick   2007 — 2011
BS, Economics, Political Science

Experience
HSBC Wealth Management and Services   March 2015 - Present
HSBC Retail Banking and Wealth Management  November 2014 - April 2015
HSBC Retail Banking and Wealth Management  November 2012 - November 2014
HSBC Retail Banking and Wealth Management  August 2011 - November 2012
HSBC   April 2011 - August 2011
HSBC   January 2011 - April 2011
Fido Solutions  October 2007 - March 2010

Skills
English, Cantonese, Mandarin, Vietnamese, Mutual Funds, Financial Advisory, Investment Banking, Home Equity Loans, Mortgage Lending, Bridge Loans, Marketing Strategy, Diversity Marketing, Team Leadership, Human Resources, Legal Compliance, Determination, Social Networking, Customer Oriented, Goal Oriented, Wealth Management, Relationship Management, Marketing, Banking

Education
Ryerson University   2010 — 2014
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services

CSI   2013 — 2013
PFP, Wealth Management

Seneca College of Applied Arts and Technology   2007 — 2009
B.A.D, Business Administration and Management, General

Experience
HSBC   March 2014 - Present
Capital One Bank  July 2007 - January 2014
Sovereign Bank  July 2004 - June 2007
Bank of America  July 2001 - June 2004

Skills
Commercial Banking, Credit Analysis, Portfolio Management, Underwriting, Microsoft Office, Credit, Loans, Banking, Commercial Lending, Financial Analysis, Financial Risk, Analysis, Finance

Education
Rutgers, The State University of New Jersey-New Brunswick   2006 — 2009
Master of Business Administration (MBA), Finance

Rutgers, The State University of New Jersey-New Brunswick   1997 — 2001
Bachelor of Science (BS), Finance, General

Experience
HSBC   2006 - Present

Education
St. Bonaventure University

Experience
Automated Financial Systems, Inc. (AFS)   June 2011 - Present
PeopleShare  August 2009 - June 2011
HSBC   April 2006 - April 2009
HSBC   March 2005 - April 2006

Skills
Applicant Tracking..., Recruiting, Technical Recruiting, Talent Acquisition, Internet Recruiting, Sourcing, Onboarding, Contract Recruitment, College Recruiting, Talent Management, Benefits Negotiation, Screening Resumes, Human Resources, Vendor Management, Temporary Placement, Employee Relations, Cold Calling, Temporary Staffing, Executive Search, Screening, Management, Sales, Process Improvement, Training, Interviews, Leadership, SDLC, Personnel Management, Strategy, Employee Benefits, Staffing Services, Networking

Education
Saint Bonaventure University   1997 — 2001
Bachelors of Science in Education, Elementary Education, Social Studies

Experience
HSBC   June 2013 - Present
HSBC   September 2012 - June 2013
HSBC   July 2010 - August 2012
U Weight Loss Partners Inc   November 2007 - August 2009

Skills
Forecasting, Banking, Accounting, Financial Modeling, Analysis, Financial Analysis, Credit, Budgets, Commercial Banking, Trade Finance, Relationship Management, Portfolio Management, Investment Banking, Investment Research, Fixed Income Analysis, Capital Markets, Derivatives, Solution Selling, Customer Service, Internal Audit, Financial Reporting, Management, Credit Risk, Finance, Strategy

Education
State University of New York at Buffalo - School of Management   2009 — 2010
MS. Finance, Finance

Ryerson University   2007 — 2009
Bachelor of Commerce, Accounting (Major) and Finance (Minor)

Seneca College of Applied Arts and Technology   2005 — 2007
Advanced College Diploma (3 Years), Accounting and Finance

Experience
HSBC   July 2015 - Present

Skills
Fidessa, Electronic Trading, Investment Banking, Trading Systems, Unix, Business Analysis, Equity Trading, SQL, Bloomberg AIM, Charles River IMS, Exchange Connectivity, Bloomberg, Trading System, Sybase, FINRA, Algorithms, Windows Server, MS Project, VBA, BMC Remedy, Equity Derivatives, Shell Scripting, Windows 7, Series 7, FIX, Genios, KDB, FTW, OATS, TMAR, BEAM, omar, EMMA, TCL, Compliance Procedures, Cygwin, Nagios, Remedy, Pivot Tables, Six Sigma

Education
University of Connecticut   2006 — 2008
MBA, Finance

Rutgers University-New Brunswick   1998 — 2003
BS, Computer & Electrical Engineering

Experience
Summit Wealth Advisory Group   January 2015 - Present
Freedom 55 Financial  August 2009 - Present
HSBC   May 2006 - September 2008

Skills
Finance, Financial Advisory, Financial Risk, Management, Portfolio Management, Retirement Planning, Securities, Wealth, Mutual Funds, Financial Services

Education
Ryerson University   2003 — 2008
BCOMM, Accounting, Information Technology

Experience
HSBC   May 2011 - Present
HSBC / DACS Tech   May 2011 - December 2012
Credit Suisse  2009 - May 2011
Credit Suisse  2005 - 2009
JPMorgan  2002 - 2005
DLJ Direct iNautix Technologies   2000 - 2002
Merrill Lynch  1999 - 1999
Merrill Lynch  1994 - 1999
Merrill Lynch  1994 - 1994
Merrill Lynch  1992 - 1993

Skills
Fixed Income, Trading Systems, Trading, Equities, Equity Derivatives, Hedge Funds, Management, FX Options, SDLC, Prime Brokerage, Financial Services, Middle Office, Project Management, Business Analysis, Risk Management, Vendor Management, PMO, Investment Banking

Education
Rutgers, The State University of New Jersey-Newark   1987 — 1989
Bachelor of Science (BS)

K C College   1984 — 1986
HSC

ST Xaviers Boys Academy   1979 — 1984

Experience
Healthcare of Ontario Pension Plan  February 2011 - Present
Healthcare of Ontario Pension Plan  February 2008 - February 2011
Healthcare of Ontario Pension Plan  October 2000 - February 2008
Deutsche Bank  1999 - 2001
Bankers Trust  1997 - 1999
TD Securities  1996 - 1997
HSBC   1994 - 1997
Templeton   1993 - 1994

Skills
Derivatives, Fixed Income, Options, Trading, Portfolio Management, Securities Lending, Investments, Collateral Management, Finance, Capital Markets, Currency, Bloomberg, Treasury, Equities, Asset Management, Hedge Funds, Pension Funds, FX trading, FX Options, Bonds, Swaps, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Equity Trading, Investment Management, Trading Systems, Back Office, Investment Strategies, Electronic Trading, Financial Modeling, Cash Management, Foreign Exchange, Credit Derivatives

Education
Society of Managment Accountants   1994 — 1996
CMA

Ryerson University   1989 — 1993
Bachelor of Commerce (B.Com.)

Experience
HSBC   November 2014 - Present
HSBC   November 2004 - November 2014
Ernst & Young  1999 - 2004

Skills
Banking, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Risk Management, Valuation

Education
University of Virginia   1999 — 2000
MS, Accounting

Rutgers University-New Brunswick   1996 — 1999

Experience
HSBC   December 2014 - Present
HSBC   2009 - December 2014
HSBC Bank USA, NA  2005 - 2009
The Buffalo News  2003 - 2005
Saint Bonaventure University Technology Services   August 2000 - May 2003

Skills
Project Management, Vendor Management, Banking, SDLC, Business Analysis, Requirements Gathering, Software Project..., Risk Management, SQL, PMO, Requirements Analysis, IT Management, Business Intelligence, Relationship Management, Project Portfolio..., Leadership, Program Management, Management

Education
Saint Bonaventure University   2003 — 2004
MA, Integrated Marketing Communications

Saint Bonaventure University   1999 — 2003
BA, Journalism / Mass Communication

Experience
PricewaterhouseCoopers  May 2008 - Present
HSBC   October 1997 - May 2007
HSBC (formerly known as Carroll McEntee and McGinley   August 1987 - October 1997
Credit Industrial and Commercial   March 1986 - July 1987
George E. Dennon Inc.   June 1982 - March 1986
Drexel Burnham Lambert  May 1981 - June 1982

Skills
Relationship Management, Marketing Communications, Marketing Strategy, Business Strategy, Portfolio Management, Investments, Financial Services, Fixed Income, Equities, Advertising, Collateral, Strategic Planning, Investor Relations, Market Research, Private Equity, Business Development

Education
Rutgers University-New Brunswick   1979 — 1981
MS, Agricultural Economics and Marketing

Rutgers University-New Brunswick   1976 — 1980
BA, Economics

Experience
Digital Harbor  October 2014 - Present
Citi  October 2011 - Present
PwC  June 2011 - October 2011
HSBC   July 2003 - June 2011
Morgan Stanley  October 2000 - November 2002
JP Morgan Chase  January 1997 - November 2000
Smith Barney  September 1997 - January 1998
Merk Medco   January 1995 - September 1997

Skills
SDLC, Business Analysis, Enterprise Architecture, Vendor Management, IT Strategy, PMO, Program Management, Business Intelligence, Data Warehousing, Project Portfolio..., Software Project..., Project Management, PMP, Software Documentation, Management, Change Management, Business Requirements, Process Improvement, Data Center, Governance, Testing, Banking, Requirements Gathering, Business Process..., Business Process, Risk Management, Architecture, IT Management, Requirements Analysis, Information Technology, Project Delivery, Portfolio Management, ITIL, Outsourcing, Business Transformation

Education
Rutgers, The State University of New Jersey-Newark
BA

PMP Class
PMP Certificate

Experience
CIBC  January 2014 - Present
HSBC   April 2008 - December 2013

Skills
Retail Banking, Financial Services, Microsoft Office, Customer Service, Financial Analysis, Business Analysis, Risk Management, Banking, Investment Banking, Relationship Management, Credit Risk, Portfolio Management, Analysis, Financial Modeling, Project Management, VBA

Education
Ryerson University   2003 — 2007
Bachelor of Commerce (B.Com.), Information Technology Management

George s Henry

Experience
HSBC   Financial AnalystEastman Kodak2004 - 2006

Education
Saint Bonaventure University   2000 — 2006

Experience
Rea View Elementary PTA   July 2010 - 2012
Bank of America  1996 - September 2006
hsbc   1991 - 1996

Skills
Credit Analysis, Commercial Banking, Banking, Credit Risk, Credit

Education
Rutgers, The State University of New Jersey-New Brunswick   1981 — 1985
BA, Economics / Spanish

Universidad Complutense de Madrid   1983 — 1984

Experience
TransUnion  April 2014 - Present
Bank of America  April 2010 - Present
Bank of America  December 2012 - March 2014
HSBC   August 2006 - April 2010
HSBC Card Services  January 2006 - August 2006
HSBC Card Services  January 2004 - December 2005
Household Finance  1995 - 1997
Household Finance  1993 - 1994
Household Finance  1989 - 1992

Skills
VRU, Credit Cards, Credit, Mortgage Lending, Risk Management, Call Center, Management, Credit Risk, Banking, Retail Banking, Financial Risk, Relationship Management, Loans, Operational Risk, Financial Services

Education
Sacred Heart University   1987 — 1989
BS, Finance

Housatonic Community College   1985 — 1987
AS, Criminal Justice

St. Joseph's High School   1980 — 1984

Experience
The Provident Bank  March 2009 - Present
The Provident Bank  March 2009 - April 2010
HSBC   August 2008 - March 2009
JPMorgan Chase  June 2005 - August 2008
Wachovia Bank  December 2001 - June 2005
New Millenium Bank   2000 - 2001
Micro Tech Leasing Corp   1995 - 2000

Skills
Portfolio Management, Credit, Credit Analysis, Small Business Lending, Lines Of Credit, Commercial Mortgages, Cash Flow Lending, Cash Flow, Financial Modeling, Risk Management, Credit Risk, Commercial Lending, Loans, Asset Based Lending, Commercial Banking, Banking, Cash Management, Capital Markets, SBA, Syndications

Education
Rutgers University-New Brunswick   1991 — 1998

Experience
HSBC   March 2014 - Present
JPMorgan Chase  March 2007 - February 2014
Deutsche Bank  November 2005 - March 2007
JPMorgan Chase  July 2001 - November 2005

Skills
Series 4, 7, 8, 55, 63,...

Education
Rutgers, The State University of New Jersey-New Brunswick
BA, History/English

Experience
HSBC   January 2002 - April 2008
Household Corp   June 1998 - December 2002

Education
Saint Bonaventure University   1973 — 1975
bba, business management

Experience
HSBC   September 2014 - Present
M&T Bank  August 2005 - September 2014
Leica Microsystems  October 1995 - December 2003
National Fuel Gas Co.   1992 - 1994

Skills
Sourcing, Process Improvement, Vendor Management, Purchasing, Product Management, Financial Analysis, International Sales, Human Resources, Risk Management, Sales

Education
St. Bonaventure University   1993 — 1996
MBA, Finance

Saint Bonaventure University   1993 — 1995
MBA, Marketing

Experience
HSBC Bank US  May 2012 - Present
HSBC   January 2010 - May 2012
CO-OP Financial Services  March 2008 - December 2009
HSBC Bank  March 2006 - March 2008
Diebold, Incorporated  October 2004 - March 2006
NYCE Corporation  July 1998 - September 2004
Manufacturer's and Traders Bank   May 1993 - July 1998
Key Services Corporation  October 1990 - May 1993
Key Bank  1987 - 1989
Key Bank  1987 - 1989

Skills
Payments, Banking, Project Management, Debit Cards, Credit Cards, Management, Strategic Planning, ATM networks, Product Management

Education
University at Buffalo   1987 — 1989
MBA, Business Administration

Saint Bonaventure University   1982 — 1986
BS, Economics/Finance

Community Involvement

Saint Bonaventure University
Bachelor of Science, Economics

University at Buffalo
Master, Business Administration

Experience
TD  August 2014 - Present
CIBC  August 2011 - November 2012
HSBC   January 2008 - September 2010
Royal Bank of Scotland  June 2007 - August 2007
Visa Europe  March 2006 - May 2007
Mercuri Urval  September 2005 - March 2006
The Coca-Cola Company  January 2005 - September 2005
Ottawa Police Service  September 2002 - August 2004
Tim Hortons Ottawa Dragon Boat Festival   May 2002 - September 2002
Deloitte Canada  January 2001 - September 2001

Skills
Stakeholder Management, Credit Cards, Project Management, Project Delivery, Vendor Management, Risk Management, Relationship Management, Banking, PRINCE2, Financial Services, Team Management, Change Management, Leadership, Program Management, Strategy

Education
Ryerson University   1987 — 1991
Commerce, Hospitality

Experience
People's United Bank  September 2014 - Present
State of New Hampshire  December 2013 - September 2014
Primary Residential Mortgage  April 2013 - September 2013
Residential Mortgage Services, Inc.   May 2012 - March 2013
Merrimack County Savings Bank  April 2009 - May 2012
HSBC   July 1989 - April 2009
Manchester Municipal Employees Credit Union   September 1988 - July 1989

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dexma, Prime Alliance, MorVision, FNMA-DU/FHLMC, Encompass, Mortgage Lending, FHA, Loans, Finance, Sales, Credit, Sales Management, Consumer Lending, Loan Origination, Mortgage Banking, Government Loans, Banking

Education
Saint Anselm College
Bachelor of Arts (B.A.), English

Experience
Signature Bank  March 2012 - Present
HSBC   June 2004 - March 2012
Fleet Bank  July 2000 - June 2004

Skills
Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Mergers, Portfolio Management

Education
Sacred Heart University   1996 — 2000
Bachelor of Science, Finance & Business Administration

Experience
Citizens Bank  October 2007 - Present
HSBC   January 1999 - October 2007

Education
Saint Bonaventure University   1989 — 1993
Business, Business

Experience
PNC  September 2009 - Present
RBC  September 2009 - December 2012
HSBC   June 2003 - December 2008

Skills
Home Equity Loans, VA loans, Government Loans, Mortgage Lending, Mortgage Banking, Residential Mortgages, Quality Assurance, Quality Control, Quality Auditing, Risk Management

Education
Saint Augustines College   1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
TripAdvisor  July 2014 - Present
Fox Networks Group  December 2010 - June 2014
HSBC   August 2008 - December 2010

Skills
Microsoft Office, Marketing, Customer Service, Email Marketing, Microsoft Excel, Sales, PowerPoint, Outlook, Editing, Social Media Marketing, Microsoft Word, Social Networking, Strategic Planning, Inventory Management, Marketing Communications, Social Media, Data Analysis, Constant Contact, DART Sales Manager

Education
Saint John's University   2006 — 2009
BA, Advertising Communications, 3.47

Experience
HSBC   August 2014 - Present
BMO Financial Group  April 2012 - August 2014
Bank of Montreal  November 2004 - March 2012
Bank of Montreal  July 2000 - November 2004
RBC Royal Bank  January 1993 - June 2000

Skills
Mergers & Acquisitions, Corporate Finance, Finance, Commercial Banking, Management, Commercial Real Estate, Underwriting, Syndications, Banking, Real Estate Economics, Capital Markets, Portfolio Management, Credit Risk, Credit, Credit Analysis, Mergers, Risk Management, Commercial Lending, Financial Services, Relationship Management, Financial Analysis, Change Management, Financial Structuring, Loans, Investments

Education
Chartered Professional Accountants of Ontario   2013 — 2013
Chartered Professional Accountant, Accounting and Finance

Certified Management Accountant   1999 — 2001
CMA, Accounting and Business/Management

Ryerson University   1994 — 1998
Commerce, Finance & Accounting

Pickering High School   1988 — 1992

Experience
Mark's (Mark's Work Wearhouse)   September 2012 - Present
Mark's Work Wearhouse  2012 - 2013
Indigo  April 2002 - June 2011
HSBC   January 1994 - June 1997

Skills
Store Management, Loss Prevention, Visual Merchandising, Store Operations, Retail, Merchandising, Inventory Management, Leadership, Customer Service

Education
Ryerson University
Business Management

Experience
Bank of America  September 2014 - Present
HSBC   September 2013 - September 2014
ALPFA Delaware   October 2012 - September 2013
J.P. Morgan   July 2012 - September 2013
Rutgers University  August 2009 - June 2012
ALPFA New Jersey  November 2009 - May 2012
Johnson & Johnson  June 2011 - January 2012
Saint Peter’s Healthcare System  April 2008 - June 2011
The Madison Square Garden Company  September 2010 - December 2010
First Investors Corporation  June 2010 - July 2010

Skills
Access, Financial Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Accounting, Outlook, Time Management, Microsoft Word, Research, Microsoft Office, Teamwork, PeopleSoft, Corporate Finance, Human Resources, Team Building, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SAP, Business Objects, Cognos, Essbase, Lotus Notes, MIS, Recruiting, General Ledger, Equities, FTP, Interviews, Account Reconciliation, Data Analysis, Financial Modeling, Financial Accounting, Pivot Tables, Accounts Receivable, Data Entry, Fundraising, Training, Financial Statements, Bank Reconciliation, Event Planning, Spreadsheets, Vlookup, Nonprofits, Variance Analysis, Public Speaking, TM1

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2012
Bachelors of Science, Finance with a Concentration in Management Information Systems

Experience
M&T Bank  April 2013 - Present
HSBC   2012 - 2013
HSBC   2012 - 2013
Capital One  December 2007 - August 2012
M&T Securities  December 2007 - August 2012
Howard Savings Bank  1989 - 1999
Howard Savings Bank  1989 - 1999
Howard Savings Bank  1989 - 1999
Wells Fargo Advisors  1993 - 1995

Education
Rutgers University-New Brunswick
Bachelor's degree, Sociology

Experience
HSBC   March 2014 - Present
HSBC   October 2012 - March 2014
HSBC   January 2011 - October 2012
HSBC   May 2010 - January 2011

Skills
Marketing, Banking, Leadership, Proposal Writing, Business Analysis, Credit, Marketing Communications, Project Management, Team Leadership, Risk Management, Relationship Management, Sales, Portfolio Management, Financial Services, Community Outreach

Education
Ryerson University   2006 — 2010
BA, Sociology

Experience
Evans Bank  November 2010 - Present
HSBC   2007 - 2010
M&T Bank  2004 - 2007

Skills
Commercial Banking, Banking, Treasury Management, Cash Management

Education
St. Bonaventure University
MBA, Business

State University of New York at Buffalo - School of Management
B.S., Business Administration

Experience
Self-employed  2007 - Present
HSBC   2002 - 2007
ADP  2000 - 2001

Education
Saint Bonaventure University   1985 — 1989
Bachelor of Science (BS), Economics

Experience
HSBC   March 2014 - Present
Citi  December 2012 - March 2014
Credit Suisse  2008 - 2012
Morgan Stanley  2006 - 2008
Credit Suisse  1999 - 2006
Morgan Stanley/Dean Witter  1993 - 1999

Skills
Series 7, Microsoft Excel, Microsoft Word, XSP, Geneva Corporate..., Corporate Actions, Fixed Income, Management, Hedge Funds

Education
Rutgers, The State University of New Jersey-Newark   1981 — 1986
Bachelor of Business Administration (BBA), Marketing, 3.2