HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
Timely Holistic Care March 2015 - Present
Union Bank December 2014 - February 2015
ARMA Alliance for Responsible Medicinal Access September 2014 - January 2015
Service Response Partners June 2013 - April 2014
International Student Services October 2012 - March 2014
SettlementOne 2007 - 2011
HSBC January 2000 - June 2006
Skills
Delivering Exceptional..., Organization &..., Articulate Communicator, Successful Negotiation, Settlement Services, tax verification 4506T, type 60 wpm, 10 key by touch,..., Cultural Diversity, Highly skilled workout..., Collections, Data Entry, Microsoft Office, AS400 system, Salesforce.com, Typing, Customer Service, Tutoring, Call Center, Loss Mitigation, Customer Satisfaction, Administrative..., Credit Analysis, Credit Scoring, Payments, Expenses, Deposits, Internet Explorer, Accounts Receivable, Call Centers, Process Improvement, Training, Team Building, Microsoft Excel, Customer Retention, Coaching, Recruiting, Sales, Human Resources, Teamwork, Employee Training, Team Leadership, Public Speaking, Nonprofits, Time Management
Education
University of Phoenix 2001 — 2009
Crawford High, San Diego 1981 — 1985
Diploma, General Studies
San Diego Mesa College
Bachelor's degree in Marketing
137 Ventures February 2013 - Present
The Founders Fund March 2008 - January 2013
HSBC April 2007 - March 2008
State Street March 2006 - April 2007
State Street May 2005 - March 2006
Skills
Venture Capital, Hedge Funds, Fund Accounting, Fund Of Funds, Alternative Investments, Mutual Funds, Investor Relations, Finance, Entrepreneurship, Investments, Financial Modeling, Private Equity, Due Diligence, Valuation, Start-ups, Corporate Development, Corporate Finance, Asset Management, GAAP, Financial Analysis
Education
Saint Mary's College of California 2006 — 2009
MBA, International Finance/Marketing
Saint Mary's College of California 2002 — 2005
B.S., Business Administration
HSBC October 2014 - Present
BMO November 2012 - October 2014
GE Capital February 2011 - December 2012
GE Capital June 2010 - February 2011
GE Capital July 2008 - July 2010
Pulte Homes May 2004 - February 2007
Skills
Commercial Lending, Investment Banking, Cash Flow Lending, Acquisitions, Asset Based Lending, Term Loan, Business Acquisition..., Corporate Finance, Mezzanine, Debt Restructuring, Originations, Loan Origination, Project Finance, Structured Finance, Mergers & Acquistions, Financial Services, Restructuring, Financial Risk, Mergers & Acquisitions, Loans, Financial Analysis, Financial Modeling, Portfolio Management, Finance
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA, Finance & Marketing
Saint Mary's College 2000 — 2004
BBA, Finance & Marketing
HL Consultancy 2013 - Present
ArcelorMittal 2007 - 2013
HSBC 2003 - 2006
Suzuki Orff School for Young Musicians 2002 - 2003
PricewaterhouseCoopers 1996 - 2001
Skills
Sustainability, Corporate Social..., Program Management, Strategy, Conservation Issues, Public/private..., Leadership, Nonprofits, Stakeholder Engagement, Environmental Issues, Resiliency, Ecological Restoration, Sustainable Development, Climate Change..., Community Outreach, Water Conservation, Strategic Planning, Building Coalitions, Policy, Land Use Planning, Climate Change, Philanthropy, Thought Leadership, Collaborative Leadership, Fundraising, Change Management, Community Development, Project Management, Sustainability..., Sustainability Reporting, Strategic Communications, Governance, Public-private..., Workshop Facilitation, Organizational..., Public Speaking, Team Building, Leadership Development, Management, Business Strategy, Coaching, Budgets, Training, Project Planning, Performance Management, Research, Employee Engagement, Coalition Development
Education
University of Illinois at Chicago 1991 — 1993
Masters degree, Political Science
Saint Louis University
Bachelors, Business
Viva Musica January 2006 - Present
The Bela Gallery July 2009 - Present
Boys and Girls Clubs of America December 2011 - July 2012
Another Side of San Diego Tours March 2010 - January 2012
HSBC 2007 - 2008
Fabyanske, Westra, Hart & Thomson, P.A. 2003 - 2006
Skills
Interpersonal Relations, Spatial, Music, Orchestral Music, Arts Administration, Art, Philanthropy, Event Planning, Event Management, Fundraising, Entertainment, Community Development, Volunteer Management, Social Media Marketing, Press Releases, Social Networking, Marketing, Grants, Public Relations, Nonprofits, Social Media, Copywriting, Spatial Databases, Creative Writing, Editing, Community Outreach
Education
Saint Mary's University of Minnesota
Master of Arts (M.A.), Arts and Cultural Management
University of Minnesota-Twin Cities
Global Studies, International Human Rights, Non-profits
Central Lakes College
Associate of Arts
HSBC September 2011 - Present
HSBC February 2008 - January 2013
HSBC April 2004 - April 2008
Skills
Bank Regulations, Employee Engagement, Relationship Management, Project Management, Process Improvement, Banking, Military Experience, Military Training, Community Outreach, Team Building, Cross-functional Team..., Quicken, Office 2011,..., Ariba Management..., Access, Publisher,..., Vision /Application..., Acxiom, PeopleSoft,..., ACT Database, Finance, Credit, Credit Management, Financial Literacy..., Consumer Lending, Credit Analysis, Foreclosures, Sales Management, Customer Service
Education
Saint Leo University
Master of Business Administration (M.B.A.)
Saint Leo University
Bachelor's Degree, Business Administration and Management, General
University of Notre Dame September 2015 - Present
Saint Marys College December 2011 - May 2015
Ruihua Certified Public Accountants July 2014 - August 2014
HSBC January 2011 - January 2011
Skills
Higher Education
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master’s Degree, Accountancy
Saint Mary's College 2011 — 2015
Bachelor’s Degree, Accounting
Citi August 2015 - Present
Bank of America February 2014 - August 2015
Bank of America July 2012 - February 2014
HSBC October 2009 - July 2012
HSBC March 2007 - October 2009
Taylor Woodrow Homes August 2005 - January 2007
Bureau Veritas August 2004 - May 2005
City of Murrieta 2002 - 2004
Skills
Contract Negotiation, Vendor Management, Strategy, Management, Leadership, Project Management, Business Strategy, Strategic Planning, Negotiation, Team Building, User Acceptance Testing, Business Analysis, Strategy Development, Analysis, Supply Chain Management, Contract Management, Risk Management, Strategic Analysis, Data Analysis, Business Process, Requirements Analysis, Requirements Gathering, Project Coordination, Project Execution, Standards Compliance, Regulatory Compliance, Gap Analysis, Managing Risk, Banking
Education
Argosy University Sarasota 2007 — 2011
MBA, International Business and Management
Saint Leo University 2002 — 2004
Business Administration, Accounting Specialization
Encore Enterprises June 2013 - Present
North Texas RCIC October 2012 - February 2013
John G. Hirschy & Associate May 2012 - July 2012
HSBC August 2011 - September 2011
Guosen Securities Co. Ltd. May 2009 - August 2009
Skills
Access, Microsoft Excel, Economics, Due Diligence, Finance, Financial Analysis, Investments, Microsoft Office, New Business Development, Business Analysis, Financial Modeling, Mandarin, Leadership, Valuation, Real Estate Financing, Alternative Investments, Accounting, Start-ups, Property Tax, Public Relations, QuickBooks, Marketing, Capital IQ, Corporate Finance, Analysis, Bloomberg, Private Equity, Translation, Argus Modeling, Fundraising, Maptitude, DCF Valuation, Team-oriented, Market Analysis, Series 63, Teamwork, Market Research, PowerPoint
Education
The University of Texas at Dallas 2011 — 2013
Master of Business Administration (MBA), Finance & Real Estate
University of Macau 2007 — 2011
Bachelor, Finance
San Diego State University-California State University 2009 — 2010
Certificate, Management
University of Salzburg 2008 — 2008
Universität Wien 2008 — 2008
NASDAQ OMX March 2014 - Present
MSLGROUP March 2013 - March 2014
TENEO HOLDINGS April 2012 - December 2012
White & Case November 2008 - March 2012
HSBC August 2005 - November 2008
Burson-Marsteller May 2000 - July 2005
WEBER-SHANDWICK WORLDWIDE May 1986 - May 2000
Skills
Crisis Communications, Reputation Management, Strategic Communications, Strategic Media..., Corporate Communications, Internal Communications, Media Relations, Integrated Marketing, Press Releases, Public Relations, Strategy, Brand Management, Marketing Communications, Speech Writing, Social Media, Thought Leadership, Advertising, Marketing, Crisis Management
Education
Saint Peter's University 1979 — 1983
Bachelor of Science (BS), Marketing, English
Sarma May 2014 - Present
Chase August 2011 - May 2014
Sarma December 2009 - August 2011
CMG Mortgage September 2009 - December 2009
Taylor, Bean & Whitaker October 2005 - August 2009
WebMortgageLink.com January 2002 - October 2005
HSBC May 2004 - September 2004
H Rosen USA Engineering 1998 - 2002
Skills
Mortgage Lending, Loan Origination, Residential Mortgages, FHA, Loans, Refinance, Mortgage Banking, Underwriting, Investment Properties, Credit, Home Equity Loans, FHA financing, Mortgage Underwriting, USDA, Sales, Real Estate, Finance, Banking, Credit Analysis, VA loans, Mortgage Marketing, Government Loans, Certified Mortgage..., FHA Financing, VA Loans
Education
Sam Houston State University 2002 — 2004
BBA, Business Administration
Klein Oak High School 1991 — 1995
Founders
mortgage.fastclass.com
Equity Real Estate, LLC October 2011 - Present
Green River Capital January 2011 - August 2011
ZipRealty June 2009 - November 2010
HSBC February 2007 - May 2009
HSBC August 2003 - February 2007
HSBC November 2000 - August 2003
Skills
Leadership, Sales Management, Real Estate, REO, Short Sales, Selling, Referrals, Residential Homes, Investment Properties, Marketing, Sellers, Team Building, Foreclosures, First Time Home Buyers, Business Development, Lead Generation, Brokerage, Mortgage Lending, Real Estate Transactions, Relationship Management, Management, Sales Operations, Strategy, Investors, Loans, New Home Sales, Customer Satisfaction, Change Management, Commercial Real Estate, Relocation, P&L Responsibility, Customer Experience, Regulatory Compliance, Presenter, Branch Management, District Sales..., Performance Management, Internet Leads, Sales Motivation, Closing Abilities, Cross Selling, Account Management, Condos, Property, Single Family Homes, Buyers, Real Property, New Homes, Listings, Luxury
Education
Salt Lake Community College
Business
Sheraton Park Hotel at the Anaheim Resort March 2015 - Present
Sheraton Universal Hotel April 2014 - March 2015
Westin Hotels & Resorts September 2011 - March 2014
Sycuan Golf & Tennis Resort June 2008 - October 2010
HSBC March 2006 - May 2008
Fairmont Hotel Chicago March 2005 - February 2006
InterContinental Hotel Chicago June 2004 - February 2005
Education
San Diego State University-California State University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management (Hotel Operations)
USAA September 2012 - Present
HSBC May 2011 - September 2012
ProVest, LLC March 2009 - May 2011
ProVest, LLC March 2008 - March 2009
Saxon Mortgage, Inc March 2007 - February 2008
Fremont Investment and Loan July 2003 - March 2007
Chase Home Finance July 2001 - July 2003
Skills
Credit, Mortgage Lending, Training, Loans, Software Documentation, Management, Mortgage Servicing, Analysis, Team Leadership, Process Improvement, Team Building, Human Resources, Coaching, Time Management, Leadership, Loan Origination, Residential Mortgages, Customer Service, Microsoft Office, Underwriting, Mortgage Banking, Credit Analysis, Negotiation, Account Management, Finance, Customer Satisfaction
Education
Saint Leo University 2012 — 2015
Master of Business Administration (M.B.A.), Human Resources Administration
Saint Leo University 2008 — 2009
B.A, Business Administration; Management Specialization
University of Central Florida 1995 — 1997
General studies
Gaither High 1992 — 1995
High School
Encore Capital Group February 2012 - Present
Encore Capital Group February 2011 - February 2013
Santander Bank, N.A. January 2009 - January 2010
HSBC January 1998 - January 2008
Skills
Business Analysis, SQL, SDLC, Requirements Analysis, Management, Analysis, Project Management, Process Improvement, Risk Management, Leadership, Waterfall, Agile Methodologies, Regression Testing, QTP, Quality Center, Manual Testing, Test Management, Test Planning
Education
San Diego State University-California State University 1992 — 1997
Allied Irish Banks March 2001 - Present
HSBC March 1987 - March 2001
Noonan Astley and Pierce August 1984 - March 1987
HSBC February 1982 - August 1984
Skills
Banking, Credit Risk, Credit, Credit Analysis, Retail Banking, Commercial Banking, Loans, Portfolio Management, Financial Risk, Risk Management, Financial Analysis, Commercial Lending, Mortgage Lending, Corporate Finance, Capital Markets, Derivatives, Fixed Income
Education
Saint Michael's College
Bachelor's degree, Economics
JP Morgan Chase September 2010 - Present
JPMorgan Chase April 2009 - September 2010
HSBC February 2003 - April 2009
Skills
Long-term Customer..., Sales Management, Multi Tasking, Meet Deadlines, Knowledge Base, Creative Solutions, Detailed Organization, Following Up, Pay Close Attention to..., Assisting First Time..., FHA financing, VA loans, Jumbo Mortgage, Finance, Loans, Credit, Mortgage Lending, Underwriting, Sales, Banking, Credit Analysis, FHA Financing, Mortgage Banking, Refinance, Residential Mortgages, VA Loans
Education
San Antonio College 1998 — 2003
Accounting and Finance
Devine High School 1995 — 1998
Newport News Shipbuilding, A Division of Huntington Ingalls Industries 2012 - Present
Robert Half International 2012 - 2012
BB&T 2010 - 2011
MetAmerica 2009 - 2010
Navy Federal Credit Union 2007 - 2009
HSBC 2001 - 2003
Education
Saint Leo University
Bachelors, Business Management
Strayer University (VA)
Masters, Human Resource Management
HSBC July 2011 - Present
Price Waterhouse Coopers December 2010 - July 2011
MarkitSERV January 2007 - December 2010
DTCC January 2007 - December 2010
Bank Leumi June 2006 - January 2007
Lehman Brothers May 2005 - June 2006
Banesto May 2004 - May 2005
Skills
Capital Markets, Derivatives, Equities, Credit Derivatives, Hedge Funds, Fixed Income, Interest Rate..., Bloomberg, Swaps, FX Options, Equity Derivatives, Electronic Trading, Securities, Prime Brokerage, Structured Products, Middle Office, Asset Managment, Financial Markets, Investment Banking, Risk Management, Options, Banking, Portfolio Management
Education
Saint Peter's University 2006 — 2010
MBA, Finance
Saint Peter's University 2000 — 2004
BS, International Business and Trade
John Cabot University 2002 — 2002
BS, International Business and Trade-Study Abroad
Eastern Bank November 2010 - Present
Mortgage Access Corporation February 2010 - November 2010
Bank of America June 2008 - February 2010
HSBC October 2001 - May 2008
CISA 1997 - 2000
Skills
Business Development, Leadership, Credit Risk, Loans, Retirement Planning, Credit, Risk Management, Banking, Sales, Mortgage Banking, Management, Mortgage Lending, Strategic Planning, Finance, Commercial Banking, Lines Of Credit, Financial Analysis, Retail Banking, USDA, Customer Service, Project Planning, Portfolio Management, Branch Management, Bank Secrecy Act, Training, Deposits, Underwriting, Team Building, Cross Selling, Commercial Real Estate, Real Estate, Investments, Mergers & Acquisitions, Commercial Lending, Consumer Lending, New Business Development, Insurance, Microsoft Excel, Sales Management, Small Business Lending, Loan Origination, Relationship Management, Financial Services, Commercial Mortgages, Residential Mortgages, Coaching, Credit Analysis, Home Equity Loans, Refinance, FHA
Education
Salem State University 1992 — 1997
BS, Criminal Justice
Peabody High School 1988 — 1991
HSBC October 2011 - Present
Floridian Royal Court (R) (TM) (C) October 1991 - Present
One Touch Direct 2009 - 2011
School District of Hillsborough County October 2003 - February 2010
Skills
Microsoft Office, Theology, Pastoral Care, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Customer Service, Discipleship, Biblical Studies, Editing, Strategic Planning, Religion, Expository Preaching, Bible teaching, Spiritual Warfare
Education
Hillsborough Community College
San Bernardino Valley College
Associate's degree
Caliber Home Loans January 2014 - Present
Caliber Home Loans June 2013 - December 2013
Caliber Home Loans April 2012 - June 2013
HSBC 2006 - 2011
JPMorgan Chase July 2001 - July 2004
Skills
Mortgage Servicing, Loan Servicing, Portfolio Management, Financial Services, Loans, Management, Financial Analysis, Credit, Mortgage Banking, Mortgage Lending, Credit Risk, Default, Bankruptcy, Loan Origination, Customer Service, Loss Mitigation, Banking, Microsoft Excel, Process Improvement, Residential Mortgages, Risk Management
Education
University of San Diego
American Bar Association Approved Certificate, Paralegal Program Business Practices
San Diego State University-California State University
Business Administration and Management, General
Sigma Piping Products May 2015 - Present
The Home Depot October 2014 - May 2015
MKS Oil August 2013 - November 2014
Diamond Bar Machine & Supply February 2012 - March 2013
Rex Supply June 2008 - January 2012
HSBC February 2005 - June 2008
Skills
Microsoft Office, Communication Skills, Financial Forecasting, Business Strategy Design, Sales, Sales & Marketing..., B2B Marketing Strategy, Cold Calling Experience, Long-term Customer..., Woodworking, Wine & Spirits Industry, Cigars, Golf, Machine Tools, Cutting Tools, CNC Machine, Metalworking Fluids, Industrial Safety, Following Up, Abrasives, Measurement Tools, Inventory Management, Supply Chain Management, Sales Operations, Strategy, Customer Retention, Manufacturing, Sales Management, Oil, Account Management, New Business Development, Operations Management, Sales Process, B2B, Management, Business Strategy
Education
Sam Houston State University 1999 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Monroe College April 2012 - Present
Monroe College August 2008 - April 2012
The Matchbox July 2009 - July 2010
French Ministry of Education October 2006 - April 2007
Fair Labor Association June 2006 - December 2006
HSBC February 2005 - April 2005
NYC Department of Health September 2003 - October 2003
Société Levrat February 2003 - May 2003
The National Gas Company of Trinidad and Tobago May 2002 - August 2002
Skills
Word, Microsoft Office, Event Management, Promotions, French, Spanish, Microsoft Word, Marketing, Program Management, Leadership, Research, Team Leadership, Microsoft Excel, Recruiting, English, Management, PowerPoint, Event Planning, Public Speaking, Teaching, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2008
Bachelors, Marketing
St. John's University 2001 — 2008
M.B.A, International Business
Universite Paris IX - Dauphine 2003 — 2003
B.B.A, Marketing
Presentation College 1993 — 2000
HIgh School
SunTrust Mortgage February 2014 - Present
TCF Bank June 2013 - January 2014
HSBC 2007 - 2009
CitiMortgage 1997 - 2005
CitiMortgage 1997 - 2005
Skills
Credit, Mortgage Lending, Account Management, New Business Development, Loans, Sales, Business Development, Management, Sales Operations, FHA
Education
Saint Louis University 1988 — 1992
Business Administration and Marketing, Business Administration, Management and Operations
HSBC Technolgy & Services USA March 1998 - August 2011
HSBC March 1998 - August 2011
Skills
Software Project..., Requirements Gathering, Change Management, Mainframe, COBOL, Data Warehousing, Integration, IT Management, PMO, Software Development, Banking, Business Intelligence, Systems Analysis, DB2, Project Portfolio..., PMP
Education
St. Peter's College
A A, Data Processing
St. Peter's College
AA Data Processing
HNA Property Holdings July 2014 - January 2015
Somers Pointe Country Club April 2014 - January 2015
Smith Masters Student Association –University of Maryland September 2012 - May 2013
Saint Louis University-Pius XII Memorial Library January 2010 - May 2012
HSBC July 2010 - August 2010
Skills
Account Reconciliation, Financial Modeling, Tax, Accounting, Microsoft Office, Chinese, Financial Analysis, Financial Accounting, Microsoft Excel, Access, Teamwork, QuickBooks, Financial Reporting, Auditing, Accounts Payable, General Ledger, Accounts Receivable, Analysis, Data Analysis, Payroll, Corporate Finance, Invoicing, Business Strategy
Education
University of Maryland College Park 2012 — 2013
Master's degree
Saint Louis University 2008 — 2012
Bachelor's degree
JPMorgan Chase & Co. May 2015 - October 2015
New York University April 2013 - January 2015
AXA Equitable August 2010 - March 2013
Tiffany & Co. December 2009 - June 2010
L-3 Communications July 2008 - December 2008
Thomson Reuters August 2006 - February 2008
HSBC December 2005 - July 2006
MetLife April 2005 - December 2005
NYSE Euronext January 2005 - April 2005
Credit Suisse February 2004 - January 2005
Skills
MS Project, Excel,..., SDLC, PMP, Project Portfolio..., Requirements Gathering, Risk Management, Change Management, Cross-functional Team..., Quality Assurance, Systems Analysis, Software Documentation, Website Information..., User Experience Design..., Vendor Management, Requirements Analysis, Project Management, Infrastructure, Governance, MS Project, IT Strategy, Visio, Project Delivery, Virtualization
Education
Stevens Institute of Technology 1997 — 1999
MS - Management of Technology (EMTM)
St. Peter's College
TCI (Marconi Institute)
Fidelity National Information Services July 2011 - Present
Santander Consumer USA Inc. March 2010 - March 2011
HSBC May 2005 - March 2010
American Mortgage Network September 2002 - May 2005
GMAC Mortgage September 1997 - September 2002
Skills
Loans, Analysis, Risk Management, Accounts Payable, Banking, Credit, Management, Auditing, Accounting, Loan Origination, Time Management, Customer Service
Education
Institute of Certified Bankers 2012 — 2012
Certified Regulatory Compliance Manager (CRCM), Regulatory Compliance
San Diego State University-California State University 1996 — 2004
Bachelor of Arts Degree, Administration, Emphasis in City Planning
Bremer Bank May 2010 - Present
HSBC January 2005 - May 2010
Metris Companies February 2001 - December 2005
Fairview Health System March 1994 - March 1999
Institute for Athletic Medicine February 1990 - March 1994
Montgomery Ward 1980 - 1985
Montgomery Ward 1980 - 1985
Skills
Disaster Recovery, Documentation, Process Engineering, Business Process, Customer Satisfaction, Software Documentation, Process Improvement, Project Planning, Management, Data Center, Budgets, Change Management, Project Portfolio..., Project Management, Visio, PMO, Business Analysis, Program Management, Leadership, Vendor Management, Business Continuity
Education
Saint Mary's University of Minnesota 1990 — 1993
Master of Arts, Management
Saint Mary's University of Minnesota 1990 — 1993
Master of Arts, Health and Human Services Administration
University of Minnesota Duluth
Bachelor of Business Administration, Business Administration
Assurant June 2013 - Present
N(3) March 2011 - August 2012
Citi November 2010 - December 2010
United Acceptance, Inc. August 2010 - October 2010
McMaster-Carr November 2007 - October 2010
HSBC June 2006 - December 2006
Bank of America November 2003 - February 2006
Innovative Media Research July 2000 - March 2003
Skills
Management, Financial Risk, Loans, Relationship Management, Credit, Banking, Credit Analysis, Analytics, Credit Risk, Portfolio Management, Customer Satisfaction, CRM, Financial Services, Market Research, Segmentation, Sales, Customer Service, Leadership, Account Management, Competitive Analysis, Marketing, Call Centers, Team Leadership, Vendor Management, Team Management, Business Development, Data Analysis
Education
Saint Peter's University 1999 — 2003
BA, Communications/Marketing
Citi May 2015 - Present
HSBC August 2012 - May 2015
Skills
Banking
Education
Saint Leo University 2013 — 2015
Bachelor's degree Double Major, Accounting and Business Administration Management
Elizabeth Grady May 2013 - Present
Bertucci's August 2010 - December 2014
The New England Facial and Cosmetic Surgery Center August 2011 - November 2012
Essencia July 2011 - February 2012
Elizabeth Grady Salon September 2010 - April 2011
Not Your Average Joe's November 2009 - August 2010
Kennebunk Savings Bank August 2008 - November 2009
Heinemann Publishing September 2008 - December 2008
HSBC May 2007 - May 2008
Bertucci's January 2003 - April 2007
Skills
Makeup Artistry, Painter, Customer Relations, Cosmetics, Painting, Drawing, Microsoft Office, Inventory Management, Makeup Application, Customer Satisfaction, Scheduling, Word, Supervisory Skills, Telephone Skills, Art, Teamwork, Acrylic, Mixed Media, Bridal, Skin Care, Watercolor, EMR, Employee Relations, Banking, Fashion, Costume Design, Customer Service, Waxing, Microdermabrasion, Chemical Peels, Marketing, Sales, Customer Experience, Skin Care Products, Spa, Wellness
Education
Elizabeth Grady School of Esthetics & Makeup Artistry 2010 — 2011
License, Esthetics
Salem State University 2002 — 2006
B/A, Communications
HSBC October 2012 - Present
HSBC October 2012 - Present
Skills
SPSS, Volunteering, Teamwork, PowerPoint, Time Management, Microsoft Excel, Customer Service, Microsoft Office, Data Analysis, Research, Public Speaking, Leadership, Critical Thinking, Fundraising, Microsoft Word, Economics, Cultural Awareness, Cultural Diversity
Education
San Diego State University-California State University 2012 — 2015
Bachelor's degree, International Business
San Diego Mesa College 2009 — 2012
Associate's degree, Japanese Language and Literature
San Diego Miramar College 2009 — 2012
Associate's degree, Business Administration, Management and Operations
HSBC July 2013 - Present
Skills
Market Research, Management, Fundraising, Litigation, Marketing, Strategy, Intellectual Property, Public Speaking, Microsoft Excel, Corporate Law, Management Consulting, PowerPoint, Mediation, Policy, Legal Research, Auditing
Education
Salve Regina University
MBA
Salve Regina University
BA
American University of Rome
Fannie Mae June 2014 - Present
Freddie Mac April 2012 - April 2014
Freddie Mac January 2008 - March 2012
US Tech Solutions June 2007 - December 2007
HSBC April 2003 - October 2004
Skills
Business Analysis, Requirements Analysis, Risk Management, Financial Services, Business Intelligence, SDLC, Business Requirements, Requirements Gathering, Visio, Change Management, User Acceptance Testing, Credit Cards, Strategic Planning, Microsoft Office, Capital Markets, Banking, Business Process...
Education
Salem International University 2005 — 2006
MBA, International Business
St Ann's Degree College For Women 2001 — 2003
Bachelor of Arts (B.A.), Economics
DAV public school 1989 — 1998
Elementary thru high school, General Studies
HSBC September 2013 - Present
Royal Bank America January 2011 - Present
Royal Bank America June 2011 - August 2013
The Bancorp Bank January 2009 - January 2011
Citizens Bank October 2006 - February 2009
Citizens Bank January 2006 - January 2009
Skills
Financial Modeling, Discounted Cash Flow..., Business Analysis, Financial Analysis, Business Development, Negotiation, Commercial Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Underwriting, Credit Risk, Portfolio Management, Cash Management, Loan Origination, Finance, Asset Management, Strategic Financial..., Mergers & Acquisitions, Management, Forecasting, Cash Flow, DCF, Financial Planning, Structured Finance
Education
Saint Joseph's University 2008 — 2011
Masters in Business Administration-Erivan K. Haub School of Business, Finance/International Business-Dual Major, 3.3 GPA
Temple University
Bachelor of Arts, Marketing
Haverford High School 1996 — 2000
School District of South Orange & Maplewood January 2003 - Present
Center for Urban Community Services October 2000 - May 2003
Police Athletic League April 1998 - June 2000
HSBC 1997 - 2000
New York State Education Department November 1992 - July 1997
Education
Saint Joseph's University
B.S., Sociology / Human Services
Capital One May 2013 - Present
HSBC November 2006 - April 2013
Publix Super Markets September 2006 - November 2006
Home Shopping Network (HSN) August 2001 - August 2006
San Jose City College September 2000 - May 2001
Webvan 2000 - 2001
Hewlett-Packard (HP) 1990 - 2000
Skills
Software Testing, Quality Assurance, Project/Program..., Resource Management, Performance Testing, Test Automation, Software Development, Testing, Project Management, Integration, Performance Center, C#, Microsoft Technologies, Release Management, Business Analysis, Visual Basic, Software Project..., Regression Testing, Business Requirements, SDLC, Requirements Gathering, SharePoint, .NET, LoadRunner, Agile Methodologies, Visio, QTP, Waterfall, SiteScope, Program Management, Software Quality..., Requirements Analysis, Microsoft SQL Server, Vendor Management, Java, Process Improvement, Quality Center, Websphere, PMP, Project Portfolio..., Agile Project Management, Systems Analysis, PMO, Business Intelligence, Web Applications, User Acceptance Testing, Scrum, MS Project, Test Management, Certified Scrum Master...
Education
San Diego State University 1987 — 1990
B.S., Business Administration / Information Systems
Merced High School 1980 — 1985
High School Diploma, High School/Secondary Diplomas and Certificates
The George Washington University
Masters Certificate, Project Management
Georgia's Own Credit Union 2011 - Present
SDCCU 2007 - 2010
ROBERT MANUFACTURING CORPORATION January 2007 - July 2007
SYSCO FOODS SAN DIEGO March 2004 - January 2007
CONTRACT EMPLOYMENT ACCOUNTTEMPS AND K-FORCE September 2003 - March 2004
A-L FINANCIAL CORPORATION January 2002 - September 2003
HSBC June 1996 - January 2002
SAN DIEGO MEDICAL CREDIT UNION January 1994 - June 1996
TRAVELLER'S ACCEPTANCE CORPORATION February 1992 - January 1994
Education
San Diego City College 2007 — 2008
BUSINESS ADMINSITRATION
KELSEY JENNEY BUSINESS COLLEGE 1990 — 1992
ACCOUNTING
MIRAMESA HIGH SCHOOL 1985 — 1988
DIPLOMA, GENERAL STUDIES
Scotiabank Global Banking and Markets October 2013 - Present
HSBC Securities July 2009 - October 2013
HSBC Securities (USA) Inc. 2001 - October 2013
HSBC Securities August 2007 - December 2008
HSBC Securities May 2003 - August 2007
HSBC May 2002 - May 2003
Citibank April 2001 - May 2002
Prudential Insurance March 2000 - April 2001
The Chase Manhattan Bank August 1994 - March 2000
Jamesway Corp. 1988 - 1992
Skills
Alternative Investments, Emerging Markets, Operational Risk, Fixed Income, Derivatives, Equities, Internal Controls, Series 99 registered..., Spanish-speaking, Foreign Exchange, Operational Risk..., Operational Control, Compliance Advisory, MBA, Front Office Support, Process Improvement, risk assessment, Process Control, Continuous Controls..., Self Assessment, Staff Management, Risk Assessment, Hedge Funds, Governance, AML, Structured Finance, Middle Office, Private Equity, Securities, Mergers & Acquisitions, Prime Brokerage, Credit Derivatives, FX Options
Education
Saint Peter's University 1995 — 1999
MBA
Saint Peter's University 1988 — 1992
BS
St.Aloysius High School 1988 — 1992
Diploma
MRC Smart Technology Solutions, A Xerox Company February 2015 - Present
MRC Smart Technology Solutions, A Xerox Company September 2014 - Present
MRC Smart Technology Solutions, A Xerox Company August 2013 - September 2014
Mr. Copy a Xerox Company July 2008 - July 2013
Mr. Copy/ A Xerox Company September 2007 - July 2008
HSBC July 2006 - September 2007
Alliance One October 2003 - June 2007
Skills
Employee Relations, Leadership, Cold Calling, PeopleSoft, Accounts Receivable, Microsoft Excel, Negotiation, Customer Satisfaction, Data Analysis, Budgets, Accounts Payable, Coaching, Forecasting, Process Improvement, Project Management, Sales Operations, Sales Process, Sales, Office Management, Training, Business Analysis, Time Management, Team Building, Business Process..., Team Leadership, Finance, Inventory Management, Team Management, Microsoft Word, Recruiting, Teamwork, Microsoft Office, Accounting, Human Resources, Marketing, Business Development, Financial Analysis, Change Management, Technical Recruiting, Document Management, Management, Windows, Strategic Planning, Direct Sales, Customer Service, System Administration, Salesforce.com, Outlook, Account Management, PowerPoint
Education
San Diego State University-California State University 2012 — 2014
Psychology
San Diego City College 2001 — 2004
Associate's degree, Psychology, 3.3
Cigna 2014 - Present
HSBC 2004 - 2014
AstraZeneca 2003 - 2004
AstraZeneca 2001 - 2004
Skills
Active Directory, Windows Server, DHCP, DNS, Troubleshooting, Software Installation, Windows Server 2003, Windows Server 2008 R2, Windows 7, Windows XP, WINS, WSUS, DFS, Windows Deployment..., Windows Imaging, VPN, Hardware Installation, System Configuration, System Deployment, System Administration, Microsoft Office, Powershell, VBScript
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (B.S.), Management Information Systems
St. Joseph's Preparatory School 1987 — 1991
Revolutions Medical Corp January 2008 - Present
Independent 2003 - Present
GLLOA 2002 - 2015
Household International January 2000 - 2008
HSBC Technology and Services 2000 - 2008
HSBC Technologies, Inc 2000 - 2008
HSBC February 2000 - November 2007
Skills
Banking, Project Management, Strategic Planning, SDLC, Mortgage Lending, Team Building, Business Analysis, Portfolio Management, Vendor Management, Change Management, Loans, Mergers, Program Management, Team Leadership, Risk Management, Credit Risk, Investments, Credit, Leadership, Coaching, Mergers & Acquisitions, Business Intelligence, Business Development, IT Strategy, Business Process..., Management, Process Improvement, Cross-functional Team..., Analysis, Analytics, Strategy, CRM, Management Consulting, Financial Services, Product Development, Sales, Forecasting, Executive Management, Relationship Management, New Business Development, Start-ups, Business Planning, Business Strategy
Education
Salisbury University
Bachelor of Science Business Administration, Mathematics and Chemistry
Capital One July 2013 - Present
GM Financial/ Americredit March 2011 - July 2013
HSBC January 2004 - October 2008
First National Bank & Trust June 2002 - December 2002
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
San Diego State University-California State University 1998 — 2003
Bachelor's, Public Administration
TD March 2012 - Present
HSBC August 2011 - March 2012
RBC Royal Bank June 2008 - April 2010
TD Bank Group July 2007 - May 2008
Education
Saint Mary's University
HSBC June 2013 - Present
Wells Fargo Advisors April 2011 - Present
Wachovia, A Wells Fargo Company June 2010 - Present
Wells Fargo Bank November 2008 - May 2010
Fidelity Investments July 2007 - May 2008
Skills
Bilingual-Spanish, Series 6, Series 63, Insurance, Strategic Financial..., Loans, Finance, Investments, Credit Analysis, Financial Planning
Education
Saint Peter's University 2003 — 2007
Bachelors of Science, Business Management & Political Science
JPMorgan Chase & Co. November 2014 - Present
JP Morgan Chase 2010 - November 2014
JPMorgan Chase May 2009 - November 2010
HSBC April 2004 - April 2009
Victorian Village January 2003 - April 2004
Drakeford & Drakeford, PA. August 1998 - January 2003
Skills
Loss Mitigation, Financial Analysis, Risk Management, Default, Fraud, Banking, Loans, Mortgage Lending, Credit, Mortgage Servicing, Loan Servicing, Mortgage Banking, Credit Analysis, Portfolio Management, Loan Origination, Consumer Lending, Credit Risk, Financial Services, Internal Audit, Underwriting, Auditing, Financial Risk, Operational Risk..., Credit Cards, Residential Mortgages, Retail Banking, AML, Finance, Mortgage Underwriting, Internal Controls, Refinance, Relationship Management, Capital Markets, Real Estate, Management, Asset Management, FHA, Investment Banking, Wealth Management, Investments, Commercial Lending, Series 7, Mutual Funds, Leadership, Process Improvement, Customer Service, Business Analysis, Call Centers, Analysis
Education
Saint Leo University 2007 — 2008
Masters, Business Administration
University of Phoenix 2001 — 2003
BS, Business Management
IBM Philippines Inc January 2014 - January 2015
IBM Philippines Inc January 2014 - December 2014
IBM Philippines Inc April 2012 - December 2013
IBM Philippines Inc October 2010 - March 2012
IBM Philippines Inc. (Contractor through Staffbuilders Asia) October 2008 - September 2010
IBM Philippines Inc. (Contractor through Staffbuilders Asia) October 2008 - September 2010
IBM Philippines Inc. (Contractor through Staffbuilders Asia) November 2007 - September 2010
IBM Philippines Inc. (Contractor through Staffbuilders Asia) October 2006 - October 2007
HSBC August 2004 - August 2005
Skills
Human Resources, Performance Management, Employee Engagement, Project Management, Organizational..., Change Management, Management, Talent Management, Delivery Operations, Business Process..., Foreign Languages, Program Management, Resource Management, Business Analysis, CRM, Employee Relations, Service Delivery, Learning Management, Training & Development, Administration
Education
University of Santo Tomas 2000 — 2004
Bachelor of Science in Commerce, Business Administration
Saint Paul University 1996 — 2000
Highschool
Colonial Life - Nelson & Associates October 2014 - Present
B&B Global Merchandising May 2014 - May 2015
March of Dimes 2012 - 2015
Bank of America October 2008 - May 2014
HSBC Auto Finance September 2004 - August 2008
HSBC 2004 - 2008
National auto Finance 1999 - February 2004
Arlington Toyota 2004 - 2004
Nuvell 1999 - 2004
American General Finance 1998 - 1999
Skills
Management, Banking, Credit, Leadership, Process Improvement, Finance, Sales, Strategy, Team Building, Loans, Financial Services, Strategic Planning, Business Planning, Call Centers, Customer Service, Operations Management, Underwriting, Portfolio Management, Call Center, Program Management, Budgets, Training, Selected to March Of..., Sales Management, Sales Operations, team, Team Leadership, Teamwork, Cross-functional Team..., Team Motivation, Cross Functional Team..., Business Process..., Business Process, Organizational..., Organization Skills, Managerial Finance, Personal Finance, Credit Management, Strategic Leadership, Organizational..., Strategic Partnerships, Customer Retention, Customer Support, Service Delivery, Professional Services, Employee Training, Training & Development
Education
Samford University 1978 — 1981
BS
Sewanee-The University of the South 1977 — 1978
Undergratuate work - transferred to Samford Univ
Saint Andrews Prep school 1973 — 1977
diploma
PT Therapeutic Body Works January 2013 - Present
Mobile Productivity, Inc. August 2008 - March 2012
HSBC January 2003 - July 2008
HSBC Card Services January 2001 - February 2003
HSBC Card Services December 1998 - January 2001
HSBC Card Services January 1996 - January 1998
Skills
Program Management, Quality Assurance, CRM, Project Management, Training, Software Documentation, Leadership, Budgets, Management, Databases, Negotiation, Marketing
Education
University of Santo Tomas 1991 — 1995
B.S in Mathematics, Major in Computer Science
Saint Theresa College 1986 — 1990
University of Minnesota June 2015 - Present
Midwest Rubber Service & Supply Company May 2014 - May 2015
Midwest Rubber Service & Supply Company May 2013 - April 2014
Saint John's University August 2011 - May 2013
Midwest Rubber Service & Supply Company June 2012 - August 2012
HSBC May 2011 - July 2011
Saint John's University August 2010 - May 2011
Sheraton April 2009 - August 2009
Skills
SQL, Entrepreneurship, R, Project Management, Microsoft Office, Python, RapidMiner, Data Analysis, Statistics, Event Planning, Teamwork, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2015 — 2016
Master's degree, Business Analytics
St. John's University 2009 — 2013
Bachelor of Arts (BA), Mathematics
Northeast Yucai School 2006 — 2009
HomeDepot.com February 2015 - Present
IBM January 2012 - February 2015
HSBC October 2001 - December 2011
First Insight Corporation April 2000 - September 2001
Aliant August 1999 - April 2000
Imperial College Healthcare NHS Trust August 1992 - August 1998
Barts and The London NHS Trust September 1990 - August 1992
Royal Free Hampstead NHS Trust 1989 - 1992
Guy's and St. Thomas' NHS Foundation Trust September 1986 - September 1989
Skills
Business Analysis, Business Process..., Process Improvement, PMP, Business Process, PMO, Risk Management, Management, Project Portfolio..., Vendor Management, Program Management, Software Project..., Requirements Gathering, CRM, Analysis, Strategic Planning, Budgets, Call Centers, Business Transformation, Business Process..., Financial Risk, Strategy, Change Management, Integration, Product Development, Product Marketing, Project Management, Credit Card Analytics, Tableau, Credit Cards, Fraud, Banking, SDLC, Leadership
Education
Saint Mary's University 1998 — 2000
Master of Business Administration (M.B.A.), Information Technology
Southampton Solent University 1986 — 2000
CPA, Accounting and Finance
The University of Manchester 1982 — 1985
Bachelor's degree, Economics
LPL Financial March 2013 - Present
LPL Financial July 2009 - March 2013
HSBC January 2005 - October 2008
RXPM 2004 - 2004
Zip Beverage February 1998 - August 2003
Skills
Marketing Strategy, Brand Development, Brand Awareness, Analytics, Financial Services, Public Speaking, Contract Negotiation, Email Marketing, Direct Marketing, Creative Direction, Finance, Leadership, Marketing Communications, Negotiation, SEO, Online Marketing, Project Management, Strategy
Education
San Diego State University-California State University 2009 — 2009
Professional Certification, Project Management
The University of Montana - School of Business Administration 1998 — 2003
BS, Business Administration
Oracle Advisory Services LLC November 2012 - Present
hedge fund August 2011 - May 2012
Eton Park / R6 Capital May 2007 - September 2008
HSBC March 2006 - May 2007
SEI April 2002 - March 2006
Skills
Accounting, Hedge Funds, Fixed Income, Equities, Derivatives, CFDs, Options, Futures, Currency, Geneva, Advent, Alternative Investments, Financial Analysis, Asset Management, Bloomberg, Management, Finance, Investments, Mutual Funds, Valuation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Finance
Temple University 1997 — 2002
BBA, Finance & Management
Level 3 Communications November 2014 - Present
tw telecom June 2014 - November 2014
Cox Business October 2013 - June 2014
Cox Business April 2012 - October 2013
Cox Business June 2010 - April 2012
Cox Business November 2008 - June 2010
Guardian Financial May 2008 - August 2008
Webnet Global Communications February 2008 - May 2008
HSBC December 2006 - December 2007
HSBC June 2006 - December 2006
Skills
Sales Process, Cold Calling, Customer Retention, B2B, CRM, Project Management, Sales Operations, Marketing Strategy, Marketing, Management, Leadership, Fiber Optics, Telecommunications, Selling, Training, Solution Selling, Salesforce.com, Networking, Call Centers, Metro Ethernet, MPLS, VoIP, Fiber Optic Networks, SIP, Outside Sales, Sales Presentations, Direct Sales, MBA, Recruiting, Sales, Team Leadership, Commitment to Customer..., Managed Services, Unified Communications, Channel Partners, Co-location, SIP Trunking, Telephony, T1, Market Analysis, Data Center, Cloud Computing, Team Building, Wireless, Strategic Partnerships, Lead Generation, Account Management, Sales Management
Education
San Diego State University-California State University 2009 — 2012
MBA, Business Administration and Management
University of Minnesota-Twin Cities 1996 — 2000
BA
The University of Edinburgh 1999 — 1999
James Madison Memorial High 1992 — 1996
Dressander BHC April 2009 - Present
HSBC November 2000 - March 2009
Skills
Marketing Strategy, Cold Calling, Account Management, Salesforce.com, Fixed Annuities, Marketing, Retirement, Sales, Customer Service, Recruiting, Advertising, Insurance, Employee Benefits, Leadership, Lead Generation, Selling, Direct Sales, Direct Marketing, Variable Annuities, Email Marketing, Business Development, Customer Retention, Sales Operations, Marketing Communications, B2B, Sales Management, Sales Process, New Business Development, Retirement Planning, Long-term Care, CRM, Life Insurance, Series 6, Term Life Insurance, Small Business, 401k, Relationship Management
Education
Sam Houston State University 1996 — 2000
Business, Marketing
Nimitz
Royce & Associates February 2013 - Present
Consultant at Crossbridge Dodd-Frank (EBCS) at Barclays Capital October 2012 - February 2013
James Caird Asset Managment (Formerly Moore Credit Fund) July 2008 - March 2012
Moore Capital Management February 2008 - June 2008
HSBC July 2004 - November 2007
Deutsche Bank November 2000 - July 2004
Donaldson, Lufkin & Jenrette May 1993 - November 2000
Skills
Fixed Income, Equities, Trading, Hedge Funds, Prime Brokerage, Operations, Credit Derivatives, Dodd-Frank, Axys, Advent, Calypso, Bloomberg, FINRA, Trace, Icelink, DTCC, Credit, Futures, Options, FX Options, Commodity, Corporate Actions, Asset Management, Emerging Markets, Portfolio Management, Investments, CDS, Settlement, Financial Services, Risk Management, Mutual Funds, Financial Risk, Middle Office, Trading Systems, Alternative Investments, Equity Derivatives, Derivatives, Bonds, Swaps
Education
Saint Joseph's University 1989 — 1993
BS, Finance
Christian Brothers Academy 1985 — 1989
Caliber Home Loans February 2014 - Present
Caliber Home Loans October 2011 - Present
Santander Consumer USA March 2010 - March 2011
HSBC October 2001 - March 2010
GMAC Mortgage September 1998 - September 2001
Wells Fargo Bank / GMAC Mortgage January 1994 - January 2001
Skills
Cross Selling, Call Center, Team Building, Mortgage Banking, Consumer Lending, Relationship Management, Credit Analysis, Strategy, Loan Servicing, Underwriting, Recruiting, Loss Mitigation, Management, Call Centers, Training, Loans, Finance, Credit, Banking, Credit Risk, Leadership, Credit Cards, Mortgage Servicing, Mortgage Lending, Financial Services, Business Process..., Coaching, Loan Origination, Default, Portfolio Management, Residential Mortgages, Risk Management, Sales, Negotiation, Executive Management, Financial Risk, Refinance
Education
San Diego Mesa College 1979 — 1981
Accounting
Serra High School 1976 — 1979
Graduate, General
Caliber Home Loans March 2010 - Present
HSBC August 2007 - March 2010
GMAC ResCap June 1998 - July 2007
Alltel March 1994 - June 1998
Glendale Federal Bank August 1985 - March 1994
Skills
Mortgage Servicing, Loan Servicing, Business Analysis, Business Objects, Default Reporting, Microsoft Access, Microsoft SQL Server, Incentive Programs, Project Management, Business Requirements, SSRS, Access, Analysis, Data Warehousing, Visio, Vendor Management, Call Centers
Education
San Diego State University-California State University 1984 — 1990
Bachelor of Science (B.S.), Information Systems, School of Business
Ogecal Holding, Inc. December 2013 - Present
Sempra Energy June 2013 - November 2013
PETCO Animal Supplies, Inc. October 2008 - June 2013
HSBC April 2007 - October 2008
Symitar Systems June 2004 - April 2007
Skills
Analysis, Financial Reporting, Data Analysis, Project Management, Business Analysis, Software Documentation, Accounting, Process Improvement, System Implementations, System Administration, Test Planning, Financial Modeling, Analytics, Test Management, User Acceptance Testing, Financial Analysis, Financial Risk, Business Process, SharePoint, Hyperion Planning, PeopleSoft Financial, Essbase, Clarity, Hyperion EPM, Hyperion Financial...
Education
San Diego State University-California State University 2000 — 2003
MSBA, Finance, 3.78
The American University in Cairo 1994 — 1999
Bachelor's degree, Business Administration and Management, General
EquityKey June 2015 - Present
GreatCall, Inc October 2008 - June 2015
HSBC March 1998 - October 2008
HSBC Auto Finance 1998 - 2008
HSBC AUTO 1998 - 2008
Skills
Relationship Management, Analytics, Loans, Credit, Portfolio Management, Call Center, Credit Risk, Sales Management, Consumer Lending, Credit Analysis, Vendor Management, Banking, Process Improvement, Call Centers, Direct Sales, Competitive Analysis, Account Management, Sales Operations, Management, New Business Development
Education
San Diego State University-California State University
Business Management
Meridian Property Company June 2015 - Present
Wells Fargo July 2013 - June 2015
Wells Fargo March 2013 - July 2013
Wells Fargo July 2010 - March 2013
MassMutual Financial Group July 2009 - September 2009
HSBC October 2008 - December 2008
Lincoln Financial Advisors June 2007 - August 2007
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Financial Services, Commercial Banking, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Underwriting, Management, Finance, Loans
Education
Saint Mary's College of California 2011 — 2012
Master of Business Administration (MBA), Finance
Santa Clara University 2006 — 2010
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch July 2013 - Present
CHSR Enterprises LLC April 2008 - April 2013
Eidesis Capital LLC July 2005 - April 2008
HSBC January 2004 - May 2005
Morgan Stanley 1999 - 2000
Skills
Hedge Funds, Account Reconciliation, Accounting, Valuation, Portfolio Management, Auditing, Due Diligence, Accounts Payable, Forecasting, Banking, Payroll, Tax, Securities, Equities, Mutual Funds, Bloomberg, Training, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Modeling, Financial Statements, Finance, Corporate Finance, US GAAP, Bank Reconciliation, Cash Management
Education
Saint Peter's University 2000 — 2003
BS, Accounting
St. Peter's College 1999 — 2003
Bachelor of Science (B.S.), Accounting
Pavonia Insurance Companies, Enstar (US) April 2013 - Present
HSBC Insurance Group March 2008 - March 2013
HSBC December 2006 - March 2008
HSBC October 2005 - December 2006
HSBC October 1999 - October 2005
Education
Salisbury University 1994 — 1996
English Education
College of Saint Elizabeth
Business Administration and Management, General
University of Phoenix
Peregrine Semiconductor March 2014 - Present
Peregrine Semiconductor May 2013 - March 2014
Peregrine Semiconductor February 2012 - April 2013
Peregrine Semiconductor September 2008 - January 2012
HSBC Auto Finance August 2005 - September 2008
HSBC July 2004 - August 2005
HSBC February 2004 - July 2004
PricewaterhouseCoopers September 2001 - January 2004
PricewaterhouseCoopers August 2000 - January 2001
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Modeling, Process Improvement, Finance, Internal Controls, Budgets, Business Analysis, GAAP, Analysis, Essbase, Business Strategy, Due Diligence, Variance Analysis, Sales Operations, Analytics
Education
San Diego State University-California State University 1996 — 2000
BS, Accounting
UCSD Extension
HSBC August 2006 - Present
HSBC August 2001 - August 2006
CitiFinancial April 1997 - August 2001
Education
Saint Leo University 2007 — 2008
busisness
HSBC June 2015 - Present
HSBC September 2012 - July 2015
Education
Saint Leo University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Hillsborough Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Empire Realty Group LLC November 2005 - Present
National Hispanic Sales Network (NHSN) July 2008 - December 2011
Chase Manhattan Corporation August 2008 - February 2010
HSBC October 2006 - February 2008
PNC Bank June 2004 - October 2006
Prudential Investments 1998 - 2000
Skills
Real Estate, Investments, Loans, Investment Properties, Negotiation, Mortgage Lending, Condos, Strategic Planning, Residential Homes, Customer Service, Sellers, Sales, Foreclosures, Commercial Real Estate, Property, Management, Short Sales, New Home Sales, Single Family Homes, Marketing, Leases, Asset Management, Finance, Sales Management, Selling, Real Estate Transactions, Buyers, Real Estate Development, Real Property, First Time Home Buyers, Investors, Relocation, Brokerage, Luxury, Real Estate Economics, Referrals, REO, Real Estate Financing, Small Business, Contract Negotiation
Education
Saint Peter's University 1989 — 1994
BS, Economics
Capital One February 2013 - Present
Capital One May 2012 - February 2013
HSBC Card Services December 2008 - May 2012
HSBC February 2008 - December 2008
HSBC February 2005 - February 2006
Household International January 2004 - February 2005
Household International October 2000 - January 2004
UniFirst Corporation February 2000 - July 2000
Executive Bankcard Services February 1997 - February 2000
Skills
Internal Controls, Risk Management, Financial Modeling, Banking, Credit, Operational Risk, Finance, Financial Services, Management, Credit Risk, Financial Analysis, Business Analysis, Financial Risk, Portfolio Management, Relationship Management
Education
San Diego State University-California State University
B.S., Finance
Tektronix July 2015 - Present
Ke Kukui Foundation October 2005 - Present
Oregon Department of Human Services (DHS) March 2008 - July 2015
HSBC June 1995 - March 2008
Hilton June 1987 - October 1991
Skills
Call Center, Management, Process Improvement, Call Centers, Training, Change Management, Business Analysis, Customer Service, Analysis, Project Planning, Leadership
Education
San Diego State University-California State University 1985 — 1989
Bachelor of Science (BS), Business Admin - Management. Emphasis in Orgainzational Behavior and Design and Human Resources
1st Constitution Bank June 2009 - Present
J.H. Cohn LLP 2003 - 2009
Prudential 2000 - 2003
J.H. Cohn LLP 1999 - 2000
Moore Stephens 1995 - 1998
Generale Bank 1994 - 1995
Marine Midland 1983 - 1993
HSBC 1983 - 1993
Fidelity Union 1980 - 1983
Manufacturers Hanover 1976 - 1979
Education
University of Pennsylvania 1974 — 1976
MBA, Information Systems
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Information Systems
Saint Peter's University 1970 — 1974
Regis HS 1966 — 1970
St. Al's Grammar School
Vistage International June 2013 - Present
Vistage International August 2010 - June 2013
HSBC January 2007 - May 2008
HSBC November 2005 - January 2007
Computer Sciences Corporation July 2003 - November 2005
Computer Sciences Corporation May 2000 - July 2003
Skills
Project Management, Management, Process Improvement, Vendor Management, Business Process, Business Requirements, Business Process..., Business Analysis, Analysis, Business Planning, Change Management, Performance Metrics, Project Planning, SDLC, Leadership, Software Project..., JIRA, Salesforce.com, Data Analysis, Business Strategy, Software Documentation, Systems Analysis, MS Project, Business Intelligence, Program Management, PMO, Management Consulting, CRM, Reporting & Analysis, Process Optimization, Requirements Analysis, Integration, Call Center
Education
San Diego State University-California State University 1998 — 2002
MBA
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Chase July 2011 - October 2013
JP Morgan Chase June 2009 - July 2011
HSBC January 1994 - October 2008
HOUSEHOLD AUTOMOTIVE CREDIT CORP. (aka HAFC, ACC CONSUMER FINANCE) 1994 - 2008
McMahan's Furniture Stores June 1985 - December 1993
Skills
Loss Mitigation, Consumer Lending, Credit Analysis, Credit Risk, Credit, Loans, Operational Risk, Loan Origination, Underwriting, Portfolio Management, Mortgage Lending, Relationship Management, Financial Risk, Leadership, Financial Services, Management, Finance, Analytics
Education
San Diego Mesa College 2007 — 2010
Business Administration/Management
San Jose State University 1984 — 1985
HSBC March 2014 - Present
HSBC September 2009 - March 2014
HSBC June 2007 - September 2009
Ameren August 2003 - May 2007
Saint Louis University 2005 - 2007
Premcor Refining May 1998 - August 2003
Skills
SEC reporting, US GAAP, IFRS, Accounting Research, Corporate Finance, Financial Modeling, Process Improvement, Business Strategy, Business Valuation, Strategic Planning, Market Analysis, Analytics, Strategic Financial..., Accounting, SEC filings, Finance, Strategy, Mergers & Acquisitions, Financial Services, Analysis, Variance Analysis, Financial Analysis, Internal Audit, Budgets, Financial Planning, Financial Reporting, Forecasting, Business Analysis, Budgeting, Project Management, Management, Corporate FP
Education
Saint Louis University 1996 — 1998
Masters' of Science, Finance
Saint Louis University 1992 — 1996
BSBA, Accounting
St. Xavier's High School 1981 — 1990
High School, General Studies
Bank of America October 2013 - Present
AMS Servicing, LLC September 2013 - October 2013
Bank of America August 2012 - June 2013
Bank of America January 2010 - August 2012
Bank of America May 2009 - January 2010
HSBC February 1997 - March 2009
Skills
Credit, Risk Management, Mortgage Lending, Loss Mitigation, Process Improvement, SAS, Operations Management, Customer Service, Loans, Coaching, Team Building, Loan Servicing, Business Process..., Customer Satisfaction, Program Management, Performance Management, Portfolio Management, Change Management, Banking, Project Management, Underwriting, Relationship Management, Management, Business Analysis, Credit Risk, Financial Analysis, Vendor Management, Outsourcing, Retail Banking, Access, Call Centers, Data Analysis, Credit Cards, Financial Services, Executive Management, Finance, Leadership, Training, Analysis, Mortgage Banking, Credit Analysis, Financial Risk, Consumer Lending, Analytics, Customer Experience, Financial Modeling, Operational Risk
Education
Saint Xavier University 2005 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
HSBC April 1999 - Present
Education
Saint Mary's University of Minnesota 2000 — 2003
Rushmore Loan Management Services, LLP March 2011 - Present
Marix Servicing April 2009 - April 2011
HSBC June 2008 - April 2009
HSBC September 2005 - June 2008
Citigroup September 1999 - August 2005
Citigroup Global Operations & Technology July 1998 - August 1999
Citigroup Mortgage Inc. March 1996 - May 1998
Citigroup Mortgage Inc. July 1994 - March 1996
Citigroup Mortgage Inc. May 1989 - July 1994
Citigroup Mortgage Inc. May 1987 - May 1989
Skills
Forecasting, Corporate Finance, Banking, Finance, Credit, Mergers, International Finance, Financial Analysis, Financial Modeling, Investments, Loans, Program Management, Executive Management, Team Leadership, Budgets, Analysis, Operations Management, Sarbanes-Oxley Act, Financial Services, Risk Management, Business Analysis, Leadership, Restructuring, Internal Audit, Management, Business Planning, Financial Reporting, Mergers & Acquisitions, Strategic Financial..., Strategy, Auditing, Financial Planning
Education
Widener University 1982 — 1986
MBA, Finance
Saint Joseph's University 1976 — 1980
BS, Accounting
HSBC 2004 - 2005
Accredited Home Lenders June 2003 - May 2004
HSBC July 1997 - June 2003
HSBC Auto Finance 1997 - 2003
Donald L. Schmidt, M.D. February 1994 - May 1997
Education
San Diego State University-California State University 1993 — 1997
B.S., Health Science
Consumer Solutions Automotive April 2010 - December 2013
Hennessy Mazda, GMC December 2009 - February 2010
Chase May 2006 - April 2008
United International Mortgage Bank February 2005 - April 2006
HSBC January 2003 - October 2004
Americredit February 1999 - December 2002
Wells Fargo June 1997 - January 1999
Skills
Credit, Loans, Banking, Credit Analysis, Finance, Leadership, Customer Retention, Sales, Strategic Planning
Education
Saint Leo University
Bachelor's degree
Telefónica, S.A. March 2011 - Present
ACTINVER January 2008 - March 2011
HSBC January 2007 - December 2007
Skills
Asset Managment, Wealth Management, Financial Modeling, Corporate Finance, Sales, Consulting, Telecommunications
Education
San Diego State University-California State University 2003 — 2005
BA, INTERNATIONAL BUSINESS
UNIVERSIDAD AUTONOMA DE BAJA CALIFORNIA 2001 — 2006
Bachelor's degree, International Business
HSBC Bank USA April 2008 - Present
HSBC 2008 - Present
Morgan Stanley April 2005 - January 2008
Deutsche Bank 1997 - 2005
Bankers Trust April 1990 - April 1997
Kidder Peabody June 1988 - March 1990
Skills
Collateral Management, Trading, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Middle Office
Education
St. Peter's College 1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Glassboro St College 1984 — 1985
Goodsell and Company Inc. October 2008 - Present
HSBC April 2005 - October 2008
College Loan Corporation 2003 - 2005
College Loan Corporation 2003 - 2005
Chase Home Finance November 2002 - August 2003
Bank of America August 1997 - April 2001
Skills
Auditing, Credit, Loans, Financial Analysis, Financial Reporting, Accounting, Banking, Customer Service, Accounts Receivable, Compliance, General Ledger, Excel, Accounts Payable, Quickbooks, Credit Analysis, Audit, Word
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Accounting
University of Phoenix
Business & Management Consultant October 2014 - Present
JPMorgan Chase June 2009 - October 2014
HSBC July 1981 - May 2009
Education
Saint Mary's College of California 1977 — 1981
Business Administration & Economics, Business
HSBC April 2012 - Present
Lucent Group September 2007 - April 2012
HNTB March 2006 - September 2007
McKesson December 2000 - December 2005
Skills
Experienced Trainer, Leading Positive Change, Loan Servicing, IT Operations, SOP development, Contract Management, Customer Service, Compliance, Traffic Management, Relationship-builder..., Loan Modifications, RESPA, Microsoft Office, SAP ERP, Adobe Creative Suite, QuickBooks, Mortgage Servicing, Panagon, Cisco MARS, AS400 system, Employee Training, IP, SOP Development
Education
Saint Leo University 2009 — 2014
Bachelor of Arts (BA), Business Administration and Management, General
Saint Leo University 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
HSBC September 2012 - Present
Credit Suisse June 2008 - April 2012
Deutsche Bank Securities December 2006 - June 2008
Deutsche Bank April 1998 - December 2006
M & M Footwear April 1986 - March 1998
Skills
ICI-Impact, DTC..., Middle Office, Trading, Finance, Hedge Funds, Bloomberg, Investment Banking, Back Office, Terminal, Fixed Income, Options, Financial Risk, Asset Management, Leadership, Account Reconciliation, Operations Management, Microsoft Excel, Cross-functional Team..., Securities, Derivatives, Capital Markets
Education
Saint John's University
B. S, Business Management
HSBC Product SpecialistEquityKeySeptember 2015 - Present
Skills
Banking, Credit, Finance, Financial Analysis, Loans, Credit Analysis, Sales, Customer Service, Investments
Education
San Diego State University-California State University 1995 — 1999
Bachlor, International Business
TMB Bank PCL May 2014 - Present
HSBC May 2013 - May 2014
HSBC June 2012 - May 2013
HSBC January 2010 - June 2012
Illinois Business Consulting January 2009 - February 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Access, Public Speaking, Cash Management, Global Cash Management, Payments, Collections, Vendor Management, SWIFT payments
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Science (M.S.), Finance, General, 3.6
Saint Louis University 2002 — 2006
Bachelor of Science (B.S.), Biomedical/Medical Engineering, 3.29
Olympus Corporation of the Americas 2000 - Present
H.S.B.C. Securities Inc June 1996 - February 2000
HSBC 1996 - 2000
Murphey. Marseilles, Smith and Nammack, Inc June 1995 - June 1996
Showtime Networks INC November 1993 - June 1995
Midland Bank October 1989 - November 1993
Swingline Inc September 1986 - October 1989
Frederick Goldman Inc April 1984 - September 1986
Manhattan Savings Bank 1980 - 1984
Skills
B2B, Team Leadership, Application Development, B2C, Integration, SDLC, Software Project..., Database Design, Agile Methodologies, Visio, Microsoft SQL Server, Software Development, Disaster Recovery, Databases, Project Management, Business Intelligence, Visual Basic, SQL, Leadership, Risk Management, Business Process, Management, CRM, Software Documentation, Programming, Access, Java, SharePoint, Process Improvement, IT Strategy, Requirements Analysis, Cross-functional Team..., Enterprise Software, Testing, Enterprise Architecture, E-commerce, IT Management, Business Analysis, Analysis, Security, ERP, Cloud Computing, IBM iSeries, Product Management
Education
La Salle Academy
Saint John's University
B.S. Degree, Computer Science
Citi November 2011 - Present
HSBC March 2010 - November 2011
Citi November 2003 - March 2009
Sears Holdings Management Corporation October 2000 - November 2003
Interim Consulting 1998 - 2000
Skills
COBOL, JCL, SDLC, CICS, Requirements Analysis, Credit Cards, VSAM, Fileaid, Mainframe, Unix, Requirements Gathering, WebSphere MQ, DB2, Visio, Software Project..., Systems Analysis, Business Analysis, SQL, Information Technology
Education
Saint Paul University 1990 — 1994
Bachelor of Science in Computer Science and Information System, Computer Science
LPL Financial April 2012 - September 2014
Five Point Capital October 2010 - January 2012
ICMA March 2009 - February 2011
HSBC April 2008 - February 2009
Deccan International August 2006 - April 2008
Kaiser Permanente August 2005 - August 2006
Skills
Strategy, Analysis, Project Management, Management, SAS, Data Analysis, Analytics, Market Research, Business Analysis, Market Analysis
Education
Sam Houston State University 2004 — 2005
MS, Statistics
The University of Texas at Arlington 2000 — 2002
MS, Industrial Engineering
Sardar Patel University 1994 — 1998
BE, Mechanical Engineering
HSBC April 2014 - Present
Capital Guardian LLC February 2013 - April 2014
HydbyH January 1995 - July 2013
Nomura Securities Inc. 2009 - May 2011
Merrill Lynch March 2002 - January 2009
Salomon Smith Barney March 1998 - March 2002
Citigroup Global Markets 1998 - 2002
ING Barings January 1994 - February 1998
Skills
Equities, Series 7, Hedge Funds, Trading, Fixed Income, Series 63, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Alternative Investments, Securities, Equity Trading, Asset Managment, Options, Investments, Electronic Trading, ETFs, Trading Systems, Mutual Funds, Series 24, Private Equity, Internet Entrepreneur, Back Office, Equity Research, FINRA, Financial Markets, Risk Management, Market Data, Investment Management, Equity Derivatives, Bonds, Emerging Markets, Asset Allocation, Structured Products, Investment Banking, Wealth Management, Financial Services, Investment Strategies, Block Trading
Education
Saint Joseph's University 1989 — 1993
B.S., Business Management
University College Cork 1992 — 1992
International Business
Camden Catholic H.S. 1985 — 1989
HSBC May 2014 - Present
JP Morgan Chase August 2010 - May 2014
NYSE Regulation, Inc. March 2008 - August 2010
NYSE Regulation, Inc. August 2005 - May 2007
Banc of America Investments 2007 - 2007
Signature Bank 2000 - 2005
Skills
Equities, Series 7, Equity Derivatives, Securities, Risk Management, Financial Risk, Fixed Income, Capital Markets, AML, Series 63, Financial Services, Banking, Mutual Funds, Hedge Funds
Education
Utica College of Syracuse University 2005 — 2007
MBA, Fraud Management
Saint Leo University
BA, Management
J.P. Morgan January 2014 - Present
HSBC June 2012 - December 2013
HSBC December 2010 - June 2012
HSBC July 2010 - November 2010
Skills
Portfolio Management, Credit Analysis, Financial Modeling, Finance, Commercial Banking, Financial Analysis, Credit, Syndications, Leveraged Finance, Leveraged Lending, Credit Risk, Capital Markets, Loans, Banking, Corporate Finance, Risk Management, Investments, Valuation, Relationship Management, Financial Risk, Financial Services, Investment Banking
Education
Villanova University 2009 — 2010
Master of Science, Finance
Saint Joseph's University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Peoples Home Equity September 2010 - Present
JJ&D Partners LLC May 2009 - Present
HSBC July 2005 - April 2009
HSBC March 2000 - July 2005
Education
Samford University 1994 — 1998
BS, Business Administration
Ray Catena Motor Car Company January 2008 - January 2009
hsbc 2007 - 2009
HSBC Mortgage Services March 2005 - December 2007
Education
Saint Peter's University 1970 — 1975
BS, Business Management
MidFirst Bank May 2009 - Present
HSBC 1999 - 2009
Skills
Banking, Insurance, Loan Origination, Management, Relationship Management
Education
Sam Houston State University 1996 — 1998
Marketing/Management, Business, Management, Marketing, and Related Support Services
The University of Texas at Austin 1994 — 1995
Business, Management, Marketing, and Related Support Services
HSBC 2009 - Present
HSBC 1998 - 2009
Skills
Banking, Credit, Mortgage Lending, Loans
Education
Salem State College
BS Business Admin,, Finance Concentration, Economics minor
HSBC February 1999 - April 2009
Education
San Antonio College
Business
HSBC September 2005 - April 2009
Bank of America August 1994 - June 2005
Merrill Lynch May 1983 - April 1994
Education
Saint Peter's University 1968 — 1974
B.S., Business Administration
The Movement August 2008 - Present
Space Center Houston 2014 - 2015
Tietronix June 2012 - April 2013
HSBC February 2005 - June 2007
Skills
Recruiting, Performance Management, Talent Management, Employee Engagement, Coaching
Education
Sam Houston State University 1995 — 1998
JRN:Public Relations, Mass Communication
HSBC June 2006 - June 2011
Education
Saint Leo University 2005 — 2010
MBA, Business Management, 3.3
HSBC September 2011 - Present
First Investors Corporation August 2004 - September 2011
Polo Ralph Lauren FOA March 2005 - August 2011
First Investors Corporation May 2001 - July 2004
Education
Saint Peter's University 2008 — 2010
Dual MBA/M.S. Accountancy, Finance, Risk Management
Rutgers School of Management & Labor Relations 2001 — 2004
Bachelor of Arts, Double Major: Economics, Labor Studies & Employment Relations
Rutgers College of Engineering 2000 — 2001
Electrical & Computer Engineering
Woodbridge High School 1996 — 2000
Deloitte October 2014 - Present
BNY Mellon February 2013 - April 2014
Capco June 2012 - February 2013
HSBC September 2011 - May 2012
Mitsubishi UFJ Securities March 2011 - June 2011
Capco May 2008 - January 2011
City Practitioners May 2007 - May 2008
Citigroup December 2006 - March 2007
FDM Group May 2006 - November 2006
TTI Telecom February 2005 - April 2006
Skills
Business Requirements, Commodity, Credit Derivatives, Data Migration, FX Options, Derivatives, Equities, Fixed Income, Integration, Interest Rate..., Investment Banking, Market Data, Risk Management, Sybase, SQL, Unix
Education
Stevens Institute of Technology 1998 — 2001
Master of Science, Information Management
Saint Peter's University 1995 — 1998
BS, Computer Science
Dynasty Marketing 2010 - Present
JPMorgan Chase July 2011 - February 2014
HSBC June 2007 - March 2010
Skills
Strategy, Training, Access, Account Management, Time Management, Microsoft Excel, Operating Systems, Business Development, Entrepreneurship, Leadership, Management, Strategic Planning
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (BA), Economics
Rancho Bernardo High School 1998 — 2002
Diploma
Target February 2013 - May 2015
Hudson's Bay Company June 2011 - February 2013
HSBC August 2010 - June 2011
Future Shop June 2007 - March 2010
Future Shop June 2005 - June 2007
Future Shop June 2000 - June 2005
Skills
Management, Training, Team Building, Inventory Management, Operations Management, Analysis, Loss Prevention, Sales Management, Customer Service, Coaching, Sales, Retail, Strategic Planning, Negotiation, Competitive Analysis, Merchandising, Leadership, Recruiting, Performance Management, Budgets, Store Management, Non-Violent Crisis..., Team Leadership
Education
Saint Mary's University 2010 — 2010
Certificate in Business Communications
JPMorgan Chase November 2013 - Present
JPMorgan Chase February 2012 - November 2013
JPMorgan Chase June 2011 - January 2012
JPMorgan Chase September 2010 - May 2011
Humana August 2008 - August 2010
HSBC March 2008 - August 2008
Ace Mortgage Funding January 2008 - March 2008
HSBC November 2005 - September 2007
HSBC May 2004 - October 2005
HSBC November 2001 - April 2004
Skills
Health Insurance, Insurance, Call Centers, Sales, Account Management, Medicare, Life Insurance, Customer Service, Disability Insurance, Customer Retention, Employee Benefits, Direct Sales, Sales Management, Underwriting, Mortgage Lending, Credit, Loans, Loss Mitigation, Training, Leadership, Mortgage Underwriting, Credit Analysis, Consumer Lending, Real Estate, Finance, Loan Modifications, Mortgage Banking, Refinance, Loan Origination, Process Improvement, Financial Analysis, FHA, Credit Cards, Investments, Residential Mortgages, Analysis, Financial Risk, Funding, Selling, Relationship Management, Collections, Banking, Default, Cross Selling, Retail Banking, Financial Services, Management
Education
University of Phoenix 2004 — 2005
Bloomingdale High School 1996 — 1999
High School Diploma
Saint Leo University
Accounting
Kimberly Tucker Photography July 2010 - Present
Atlantic Coastal Mortgage September 2007 - Present
HSBC June 2001 - August 2007
Skills
Sales Management, Sales, Banking, Creativity, Photography, Small Business, Marketing, Wedding Photography, Mortgage Lending, Advertising, Wedding Photojournalism, Social Media Marketing, Online Marketing, Selling, Marketing Strategy, Teamwork, Entrepreneurship, Leadership Development, Event Management, Social Media, Team Building, Social Networking, Customer Service, Management, Microsoft Office, Strategic Planning, Public Speaking
Education
University of Maryland University College 1999 — 2002
BS, Marketing
Salisbury University - Perdue School of Business 1997 — 1999
Business Management
HSBC April 2014 - Present
Scotiabank January 2011 - April 2014
CIBC July 2009 - October 2010
Skills
Banking, Credit, Financial Reporting, Accounting, Loans, Financial Risk, Financial Analysis, Commercial Banking, Risk Management, Teamwork, Customer Service, Finance, Financial Planning, Budgets
Education
Saint Mary's University 2005 — 2010
Bachelor of Commerce, Accounting
Mallah Furman Certified Public Accountants May 2015 - June 2015
Miami-Dade County March 2015 - April 2015
Smith, Gildea & Schmidt August 2013 - April 2014
American Institutes for Research March 2013 - July 2013
eCoast February 2013 - May 2013
UBS Wealth Management July 2012 - November 2012
HSBC June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Auditing, Access, QuickBooks, Tax, Bloomberg, Portfolio Management, Bookkeeping, Customer Service, Teamwork, Finance, Morningstar, Costpoint, Cognos, OnBase, ProSystem fx Tax, ProSystem fx Engagement, Tax Returns
Education
University of Miami - School of Business 2014 — 2015
MAcc Candidate at the University of Miami, Accounting in Assurance Track
University of Maryland College Park 2010 — 2013
Bachelor of Science (BS), Double Majors in Accounting and Finance
Saint Louis University 2008 — 2010
Bachelor of Science (BS), Accounting
Vancity January 2012 - Present
HSBC January 2011 - December 2011
HSBC Bank May 2010 - January 2011
HSBC Bank March 2008 - April 2010
HSBC Bank July 2004 - February 2008
Skills
Banking, Portfolio Management, Commercial Banking, Risk Management, Retail Banking, Financial Services, Credit, Relationship Management, Credit Risk, Leadership, Management, Stakeholder Management, Executive Management, Change Management, PMO, Business Transformation, Operations Management, Business Process..., Financial Risk, Project Portfolio...
Education
Saint Mary's University 2014 — 2017
Master's Degree, Management - Cooperatives
The George Washington University - School of Business 2008 — 2008
Project Management
Financial Planners Standards Council 2007 — 2007
Certified Financial Planner
Institute of Canadian Bankers 2005 — 2007
Personal Financial Planner
University of Alberta 2002 — 2004
BSc, Computer Engineering
BankUnited June 2013 - Present
Investors Bank June 2012 - June 2013
Banco Popular North America 2011 - August 2012
Flushing Bank January 2010 - February 2011
Metropolitan Bank Group 2009 - 2009
TD Bank Group March 2002 - June 2008
HSBC 2001 - 2003
Fleet Bank 1998 - 2001
Fleet Bank 1998 - 2001
First Data 1996 - 1998
Skills
Commercial Lending, Lines Of Credit, Asset Based Lending, Commercial Banking, Loans, Credit Analysis, Credit, Underwriting, Small Business Lending, Treasury Management, Banking, Mortgage Lending, Credit Risk, Retail Banking, Portfolio Management, Executive Management, SBA, Financial Analysis, Risk Management, Cash Management, Financial Services, Financial Risk, Commercial Mortgages, Loan Origination, Consumer Lending, Cross Selling, Financial Structuring, Relationship Management, Middle Market, Private Banking, Mortgage Banking, Merchant Services, Construction Loans, Commercial Real Estate, Cash Flow Lending, Finance, Refinance, Credit Cards, Branch Management, Wealth Management, Mutual Funds, Real Estate Financing, Investments, Real Estate Economics, Capital Markets, Funding, AML, Structured Finance, Deposits
Education
Saint John's University 1985 — 1989
Bachelors, Law
CitiBank N.A. June 2011 - Present
CNA Insurance November 2007 - May 2011
HSBC July 2005 - November 2007
Skills
Financial Analysis, Accounting, Account Reconciliation, General Ledger, Budgets, Analysis, Finance, Journal Entries, Balance, Management, Insurance, Process Improvement, Financial Risk, Banking, Business Analysis, Strategic Financial...
Education
Saint Xavier University 2003 — 2005
MBA, Management
Western Illinois University 1997 — 2001
BS, Psychology
Unemployed April 2013 - Present
HSBC January 2000 - April 2013
Skills
Banking, Retail Banking, Credit, Risk Management, Relationship Management, Portfolio Management, Credit Risk, Loans, Financial Services, Financial Risk, Business Analysis, Credit Cards, Credit Analysis, Customer Service, Mortgage Lending
Education
San Diego State University-California State University 1977 — 1980
BA, Recreation Administration
HSBC August 2015 - Present
BNY Mellon December 2014 - August 2015
Ascensus April 2014 - December 2014
Deutsche Bank Trust Company Americas July 2005 - September 2013
Deutsche Bank Trust Company Americas April 2001 - July 2005
Skills
Portfolio Management, Securities, Investments, Financial Services, Valuation, Analysis, Accounting, Mutual Funds, Trading, Financial Risk, Insurance, Sales
Education
St. John's University 1997 — 2000
BS, Finance
FairMore Financial January 2012 - Present
First Commonwealth Bank September 2000 - July 2002
HSBC January 1998 - September 2000
Skills
Mortgage Lending, FHA, Refinance, Loans, Mortgage Banking, Loan Origination, USDA, Credit, Residential Mortgages, VA loans, FHA financing, Banking, Reverse Mortgages, Certified Mortgage..., Credit Analysis
Education
Saint Vincent College 1992 — 1996
BS, Biology, General
eBioscience July 2010 - Present
Union Bank March 2006 - June 2009
Sure Tech Recovery October 2005 - January 2006
HSBC January 2004 - March 2005
Target October 2003 - December 2003
Education
San Diego City College
HSBC March 1999 - March 2014
Contractors Warehouse March 1992 - February 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Budgets, Negotiation, Editing, Time Management
Education
San Bernardino Valley College 1985 — 1987
Legal administration, B average
Capital One March 2005 - Present
HSBC 2005 - 2012
Heritage Bank 1991 - 1994
Skills
Banking, Relationship Management, Business Analysis, Loans, Portfolio Management, Credit Analysis, Credit Cards, Finance, Credit Risk, Insurance, Credit, Risk Management, Financial Risk, Financial Services, Small Business Lending, Financial Modeling, Financial Analysis, Retail Banking
Education
Saint Xavier University 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
CareFusion December 2012 - Present
InnovaSystems Intl December 2011 - December 2012
CareFusion October 2007 - November 2011
InnovaSystems Intl March 2005 - October 2007
HSBC 2001 - 2005
Nuera Communications 1999 - 2001
Skills
T-SQL, Data Warehousing, Data Modeling, SSIS, Database Design, Microsoft SQL Server, TFS, ETL, SSRS, Agile Methodologies, Visual Studio, SQL Tuning, Stored Procedures, Software Documentation, Data Architecture, Performance Tuning, Indexing, MSBuild, Optimization, Embarcadero, Requirements Analysis, Business Intelligence, Software Development
Education
San Diego State University-California State University 1996 — 1999
Bachelor of Science (B.S.), Management Information Systems and Services
State of Vermont November 2010 - Present
HSBC August 2006 - November 2010
Marsh November 2002 - August 2006
Gallagher, Flynn & Company, LLP July 2002 - October 2002
The Darcy Group, Ltd. June 2001 - July 2002
Self Employed April 1996 - June 2001
Howard Azer & Associates, P.A. December 1994 - April 1996
The Liposome Company, Inc. May 1994 - January 1995
Lewis W Parker III, CPA December 1992 - March 1994
Skills
Financial Accounting, Financial Analysis, Financial Regulation, Financial Reporting, Regulatory Examinations, Captives, Property & Casualty..., Training, Communication Skills, Account Management, Tax Preparation, Auditing, Financial Risk, Managerial Finance, Enterprise Risk..., Executive Management, Risk Management, Strategic Financial..., Employee Benefits, Internal Audit, Internal Controls, Analysis, Accounting, Risk Assessment, Banking, Insurance, Finance
Education
Saint Michael's College
Bachelor of Science (B.S.), Accounting
Black Book Activator August 2008 - Present
Nuvell Financial Services August 2005 - August 2008
HSBC August 2002 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Negotiation, Sales Process, Sales, Sales Operations, B2B, Sales Management, Management, Marketing, Customer Retention, CRM, Direct Sales, Marketing Strategy, Team Building
Education
Saint Louis University