HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
HSBC Salaries. You can even request information on how much does HSBC pay if you want to. Learn about salaries, pros and cons of working for HSBC directly from the past employees.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
PwC January 2015 - Present
HSBC September 2008 - March 2010
Standard Chartered Bank June 2007 - May 2008
Skills
Teamwork, Interpretation, Customer Service, Retail Banking, Leadership, Microsoft Word, Microsoft Excel
Education
San Jose State University 2013 — 2014
Master of Science (M.S.), Accounting
Shanghai International Studies University 2004 — 2008
Bachelor's degree, English Language and Literature, General
IA Collaborative January 2015 - Present
Networked Insights April 2013 - December 2014
Acquity Group May 2012 - April 2013
Acquity Group March 2011 - May 2012
HSBC May 2008 - April 2011
Yahoo! June 2006 - May 2008
Symantec Corporation January 2004 - July 2006
Banana Republic / Gap Inc. May 2001 - April 2004
Anchor Blue Retail Group April 1997 - September 1999
McDonald's Corporation May 1996 - October 1997
Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, Experience Design, User Research, User-centered Design, Ethnography, Mobile Design, Design Research, E-commerce, Information Design, User Scenarios, Strategy, Usability Engineering, Wire Framing, Creative Direction, Wireframes, Usability, Persona, Contextual Inquiry, OmniGraffle, Axure, Paper Prototyping, Content Strategy, UX Strategy, Design Thinking, Service Design, User Experience Design, User Interface Design, Heuristic Evaluation, User Interface, Card Sorting, Human Computer..., Task Analysis, Participatory Design, Site Maps, Accessibility, Web Analytics, Mobile Applications, Heuristic Analysis, Rapid Prototyping, Design Strategy, User Journeys, Mobile Internet, Human Factors, Digital Strategy, Focus Groups, Eye Tracking, User Experience Testing
Education
San Jose State University 2004 — 2006
M.S, Human Factors and Ergonomics, specialization in Human Computer Interaction
University of California, San Diego 1999 — 2003
B.S, Cognitive Science, specialization in Human Computer Interaction
York University, Process Re-Engineering and Service Enhancement Program (PRASE) January 2015 - April 2015
York University, YU Start New Student Transition Program January 2014 - December 2014
York University, Centre for Student Community & Leadership Development July 2013 - December 2013
York University January 2012 - June 2013
York University October 2011 - December 2011
York University August 2011 - October 2011
York University August 2009 - April 2011
Vanier College Council, York University October 2008 - April 2011
HSBC April 2004 - December 2008
York University September 2006 - April 2008
Skills
Team Leadership, Residence Life, Student Leadership, Microsoft Office, Student Affairs, Assessment for Learning, Learning Outcomes, Analytics, Student Development, Student Services, Listening Skills, Conflict Resolution, Team Building, Patience, Wordpress, Web Analytics, Blog Management, Social Analytics, Adobe Creative Suite, Blog Development, Teamwork, A+ Certified, Computer Hardware..., Customer Service, Retail Banking, Humor, Non-fiction Writer, Research, Leadership Counseling, Creative Writer, Leadership Development, Public Speaking, Critical Thinking
Education
Seneca College of Applied Arts and Technology 2013 — 2015
Certificate, Student Affairs and Services
York University 2005 — 2011
Political Science
Corpus Christi College 2003 — 2005
Diploma, Liberal Arts
Capital One 2008 - 2012
HSBC 2004 - 2008
Household International 1998 - 2004
Household International 1995 - 1998
Deloitte and Touche 1991 - 1995
Skills
Loss Forecasting, Allowance for Loan..., Credit Cards, Accounting Policy, IFRS, Financial Analysis, Financial Accounting, Cash Flow, Forecasting, Banking, Analytics, Policy, Accounting, Credit Risk, Risk Management, Portfolio Management, Financial Modeling, Management, Business Analysis, Analysis, Financial Services
Education
Santa Clara University 1987 — 1991
Bachelor of Science in Commerce, Accounting
Santa Clara University 1987 — 1991
Bachelor of Arts, Italian
HSBC June 2015 - August 2015
Brigham Young University January 2014 - April 2015
EY June 2014 - August 2014
Blog the Mission January 2014 - April 2014
Brigham Young University April 2013 - December 2013
Seattle University January 2012 - September 2012
Skills
Leadership, Microsoft Office, Customer Service, Public Speaking, Accounting, Access, Financial Analysis, Microsoft Excel, Microsoft Word, Teamwork, Research, PowerPoint
Education
Brigham Young University 2013 — 2017
Master’s Degree, Accounting
Seattle University 2010 — 2013
Associate’s Degree, Business Administration and Management, General
Winterbrook Realty 2005 - Present
HSBC August 1983 - March 2005
Tissington Homes Ltd 1981 - 1983
Bank of Montreal 1979 - 1981
Federal Business Development Bank 1976 - 1979
Thorne Riddell 1975 - 1976
Skills
Loans, Real Estate, Credit, Commercial Mortgages, Mortgage Lending, Construction Loans, Credit Analysis, Financial Institutions, Residential Mortgages, Banking, Investments, Portfolio Management, High Yield, Structured Finance, Valuation, Underwriting, Refinance, Capital Markets, Real Estate Economics, Debt Restructuring, Financial Structuring, Bonds, Debt Consolidation
Education
Seattle Central College 2006 — 2008
Associate of Applied Science, Marine Carpentry
University of Washington 1974 — 1975
BA, Business Administration
University of Gothenburg
economics
University of Oregon - Charles H. Lundquist College of Business
MBA, Finance
First Republic Bank January 2013 - Present
Bank of America May 2011 - December 2012
HSBC November 2007 - April 2011
Citibank August 2005 - November 2007
MetLife Financial Services August 2004 - August 2005
Skills
Wealth Management, Securities, Financial Planning, Credit, Series 7, Investments, Portfolio Management, Mortgage, Mandarin, Customer Relations, Series 66, Mortgage Lending, Customer Service, Loans, Retail Banking, Strategic Financial..., Banking, Investment Advisory, Relationship Management, Private Banking, Cross Selling, Commercial Banking, Credit Analysis, Consumer Lending, Financial Services, Credit Risk, Finance, Small Business Lending, Commercial Lending, Management, Professional...
Education
San Francisco State University, College of Business 1998 — 2003
BS
Wallenberg HS
Capital One 2011 - Present
HSBC 2007 - 2010
Household Credit Services 2003 - 2006
Household Credit Services 2000 - 2002
Ocean Mist Farms 1998 - 2000
Skills
Analytics, Financial Services, Product Management, Credit Cards, Account Management, Marketing Communications, Competitive Analysis, Business Strategy, Product Marketing, Portfolio Management, Brand Management, Business Analysis, Team Management, Marketing Strategy
Education
San Jose State University
Bachelor of Business Administration (BBA), Marketing
HSBC November 2014 - Present
NetOTC March 2014 - October 2014
DTCC Data Repository (U.S.) LLC June 2012 - March 2014
New York Portfolio Clearing, LLC February 2012 - March 2014
DTCC January 2012 - March 2014
DTCC November 2010 - December 2011
Banc of America Securities 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
AML, Compliance, KYC, Risk Assessment, USA PATRIOT Act, Dodd-Frank, CFTC, Financial Policies &..., OFAC, Project Management, Securities, Risk Management, Derivatives, FINRA, Bank Secrecy Act, Financial Risk, Banking, Financial Services, Securities Regulation, Operational Risk..., SEC, FCPA, Operational Risk, Series 24, Corporate Governance, Sanction, Fraud, Regulations, Financial Institutions, Capital Markets, Prime Brokerage, Enterprise Risk..., Anti Money Laundering
Education
Saint John's University School of Law 2001 — 2004
JD, Law
Villanova University 1997 — 1999
MA, Philosophy
Seattle University 1993 — 1997
BA, Philosophy
Bibian Inc January 2012 - November 2014
HSBC February 2008 - January 2009
Lotte Hotels and Resorts November 2008 - December 2008
Lotteria January 2008 - February 2008
McDonald's Corporation October 2006 - January 2007
Hanwha Resort July 2006 - October 2006
Burger King Corporation May 2006 - August 2006
Hanatour February 2006 - July 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Windows, Scuba Diving, Skydiving, Baking, Stock Management
Education
Southern California Institute of Architecture 2013 — 2016
Bachelor of Architecture (BArch), Architecture
Santa Monica College 2012 — 2013
Associate of Arts (A.A.), Business
Yale School of Management August 2015 - Present
HSBC March 2014 - June 2015
McKinsey & Company January 2013 - February 2014
McKinsey & Company January 2012 - December 2012
McKinsey & Company June 2011 - December 2011
Skills
Management Consulting, Business Strategy, Business Planning, Team Leadership, Strategy, Market Analysis, Competitive Analysis, Strategic Consulting, Business Analysis, Market Entry, Corporate Finance, Project Management, Financial Analysis, Strategic Planning
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Universidade de São Paulo 2006 — 2011
Undergraduate, Electrical Engineering - Automation and Control
Seoul National University 2009 — 2010
Exchange Program, Business Administration
Colégio Bandeirantes
High School Diploma
Quicken Loans September 2012 - Present
ING DIRECT March 2012 - September 2012
ING DIRECT August 2010 - March 2012
ING DIRECT March 2010 - August 2010
ING DIRECT March 2008 - March 2010
ING DIRECT January 2007 - March 2008
CBS Television Studios August 2005 - January 2007
Blockbuster July 2005 - December 2006
Blockbuster August 2002 - July 2005
HSBC August 2004 - January 2005
Skills
Banking, Retail Banking, Loans, Internet Banking, Mortgage Lending, Mortgage Banking, Private Banking, Cross Selling, Loan Origination, Residential Mortgages, Call Centers, Training, Customer Service, Leadership, Investments, Business Requirements, SDLC, Management, Retail, Credit
Education
University of Michigan 1997 — 2002
Bachelor of Arts (BA), Dramatic Writing
Santa Monica College 2011 — 2012
Accounting
HSBC February 2014 - Present
Brocade August 2009 - December 2012
Integrated Silicon Solution Inc. September 2005 - August 2009
Flextronics 2000 - 2005
Skills
Essbase, Financial Analysis, Forecasting, Financial Modeling, Hyperion Enterprise, Managerial Finance, Variance Analysis, Sarbanes-Oxley Act, Revenue Recognition, Cross-functional Team..., Strategic Financial..., Financial Reporting, Process Improvement, Finance
Education
The University of British Columbia / UBC 2012 — 2014
Master of Business Administration (MBA), Strategic Management
San Jose State University 2000 — 2002
Bachelors of Science Business Administration, Finance
HSBC January 2013 - Present
Skills
OO Software Development, C++, Java, Python, JavaScript, Agile Methodologies, SQL, XML, Unix, Git, SOAP, RESTful WebServices, IBM Rational Tools, Business Analysis, Data Analysis, Numerical Analysis, Statistics, Visio, Matlab
Education
Sauder School of Business 2015 — 2016
Diploma in Accouting, Accounting
University of Toronto
Bachelor of Science (B.Sc.), Statistics and Computer Science
RBC October 2012 - July 2014
CIBC April 2012 - May 2012
Scotiabank April 2010 - June 2011
HSBC August 2002 - January 2010
HSBC May 1995 - August 2002
Skills
Anti Money Laundering, Privacy Compliance, Problem Solving, Account Reconciliation, Microsoft Office, Treasury Management, Settlement, Supervising, Accounting, Research, Analytics, Canadian Securities..., Risk Management, Team-oriented, Banking, Mutual Funds
Education
Canadian Securities Institutes 2011 — 2012
Investments and Securities
Seneca College of Applied Arts and Technology 2011 — 2012
Financial Service Compliance Administration, Completed with Honours
Certified General Accountant 2001 — 2009
Accounting and Finance
Institute of Canadian Bankers 1995 — 1997
Morneau Shepell September 2014 - Present
McDonald's Restaurants of Canada Limited April 2011 - September 2014
HSBC Bank Canada September 2010 - April 2011
CIBC February 2009 - May 2010
PricewaterhouseCoopers July 2007 - December 2008
HSBC May 2006 - April 2007
CIBC December 2003 - February 2006
Krispy Kreme June 2003 - December 2003
RioCan Property Services June 2001 - August 2001
Skills
HRIS, Recruiting, Project Management, Deferred Compensation, Leadership, Employee Benefits, HR Consulting, New Hire Orientations, Interviews, Succession Planning
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Certificate, Human Resources Post Grad Management Program
Wilfrid Laurier University 1999 — 2002
BA, Economics
San Diego French American Chamber of Commerce January 2012 - Present
HSBC April 2004 - September 2011
Credit mutuel - cic September 2002 - April 2004
PSA Peugeot Citroën April 1999 - November 2001
Skills
Event Management, Business Development, Marketing Communications, English, Project Management, Public Relations, Strategic Planning, Sales, Event Planning, Management
Education
Sciences Po Paris 1996 — 1998
Economie Finance
Université Paris X Nanterre 1993 — 1996
Bi License, Economie - Anglais
Mental Health Association Oklahoma March 2012 - Present
Dish Network December 2009 - December 2011
TruGreen April 2009 - October 2009
Alorica January 2009 - April 2009
HSBC November 2007 - September 2008
DIRECTV May 2005 - June 2007
Cingular Wireless Communications October 2004 - May 2005
United States Air Force August 1998 - August 2004
Skills
Process Improvement, Training, Public Speaking, Team Building, Management, Software Documentation, Human Resources, Quality Assurance, Troubleshooting, Customer Service, Program Management, Sales, Analysis, Databases, Time Management, Telecommunications, Logistics, Account Management, Process Scheduler, Coaching, Networking, Teamwork, Policy, Editing, Microsoft Office, Microsoft Excel, Leadership, Project Management, Leadership Development, Fundraising, Nonprofits, Program Development, Community Outreach
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Business Management Major
Axia College Online: University of Phoenix 2006 — 2008
Associate of Arts, Business Management
The College of Santa Fe 1993 — 1994
Art
University of Central Oklahoma
None, Music Major
HSBC September 2012 - Present
Hong Kong Association of Washington March 2012 - November 2012
LSI Charity Foundation August 2009 - September 2012
LSI Corporation July 2010 - December 2010
Seattle Central Community College June 2008 - June 2009
Skills
Mandarin, PowerPoint, Microsoft Excel, Event Planning, Chinese, Microsoft Word, Marketing Research, English, Event Management, Research, Community Outreach, Data Analysis, Teamwork, Social Media, Customer Service, Analysis, Program Management, Economics, Public Relations, Accounting, Social Networking, Market Research, Access, CRM, Leadership, Social Media Marketing, Project Management
Education
University of Washington, Michael G. Foster School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Seattle Central Community College 2007 — 2009
Bachelor of Arts; A.A, Business
HSBC 2001 - 2010
Household/Beneficial 1994 - 2000
Skills
Banking, FX, Client Service, Equities, P&L Management, Consultative Selling, Credit Cards, Sales Management, New Business Development, Portfolio Management, Account Management, Credit
Education
Seton Hall University
MBA, Business
Self-Employed Freelance Technical Writer 1994 - Present
HSBC November 2012 - April 2014
LightPort, Inc. 1999 - 2000
Reliant Interactive Media 1998 - 1999
IBM 1990 - 1994
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Business Management, Graduated with Honors
San Jose City College
Associate of Applied Science, General Education, Graduated with Honors
HSBC August 2001 - August 2004
Springleaf Financial Services August 1999 - August 2001
Skills
Customer Service, Accounts Payable, Accounts Receivable, Loan Officers, Retail, Finance, Appointment Scheduling, Data Entry, Payroll, Solicitation, Family Caregiving, Payroll Taxes, Ordering Office Supplies
Education
Sanford-Brown Institute-Tampa 2013 — 2014
Hillsborough Community College 2007 — 2009
Neuberger Berman May 2015 - Present
UBS Financial Svc Inc April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Rand & Associates May 2011 - July 2012
Macy's September 2007 - January 2012
HSBC January 2011 - May 2011
Skills
Series 7, Notary Public, Series 66, Investments, Portfolio Management, Uniform Combined State..., Fixed Income, Financial Analysis
Education
San Francisco State University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
BCforward July 2014 - Present
Advantage Technical Resourcing January 2014 - July 2014
Morgan Stanley September 2013 - January 2014
Welocalize July 2013 - September 2013
HSBC September 2008 - July 2013
Neiman Marcus February 2008 - September 2008
Renata Bakery & Cafe August 1998 - February 2008
Skills
Retail Banking, Banking, Sales, Retail Sales, Credit, Customer Service
Education
San Francisco State University 2000 — 2004
Bachelor of Science, Business Administration (Marketing)
Main Street Hub September 2013 - January 2014
Indinero April 2013 - September 2013
HSBC July 2011 - August 2011
Philippine Senate July 2009 - August 2009
Skills
Proficient with..., Experience with..., Capital Markets, Start-ups, Sales, Economics, Salesforce.com, Social Networking, CRM, Social Media, Social Media Marketing, Research, Public Speaking, Microsoft Excel
Education
Santa Clara University 2008 — 2012
Bachelors of Science, Political Science and Economics
Banfield Pet Hospital June 2011 - Present
Banfield Pet Hospital April 2009 - June 2011
HSBC January 2006 - August 2007
Vesta Corporation May 2003 - December 2005
Skills
Outlook, Office Management, Inventory Management, Bilingual-English/Spanis..., Customer Service, Supervisory Skills, Microsoft Office, Microsoft Word, Data Entry, 10 Key, Negotiation, Networking, Telephone Skills, Team Leadership, Training, Spanish
Education
San Jose City College 1993 — 1996
Kusmi Tea February 2012 - Present
AIR SUR August 2009 - December 2011
Kusmi Tea September 2003 - July 2009
HSBC September 2002 - 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Strategy, Sales, Leadership, E-commerce, Social Media, Market Research, Business Strategy, Online Marketing, Digital Marketing, Public Relations, Mergers & Acquisitions, Hotels, Business Development
Education
Columbia Business School 2012 — 2014
Executive MBA
Institut d'Etudes politiques de Paris 1999 — 2001
MBA
Lycée Henri IV 1991 — 1994
BS
Duquesnes
Kaiser Foundation Health Plan September 2010 - Present
JPMorgan Chase May 2009 - August 2010
HSBC October 2008 - March 2009
Starbucks November 2005 - January 2009
Starbucks June 2003 - July 2005
Skills
Microsoft Excel, Customer Service
Education
Santa Clara University 2012 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2008
BS, ISF - International Corporate Management
HSBC June 2012 - Present
Publicis August 2011 - June 2012
PwC January 2011 - August 2011
The UPS Store November 2009 - January 2011
marcus evans (Germany) Ltd. February 2008 - July 2008
Skills
Access, Active Directory, Blackberry, Business Analysis, Citrix, Computer Hardware, Customer Service, Disaster Recovery, Hardware, Help Desk Support, IT Management, ITIL, Information Technology, Lotus Notes, Management, Microsoft Excel, Microsoft Exchange, Microsoft Office, Microsoft Word, Networking, Nightlife, Operating Systems, OS X, Outlook, Personal Grooming, Portuguese, PowerPoint, Process Improvement, Project Management, SharePoint, Software Documentation, System Administration, Technical Support, Troubleshooting, VMware, Vendor Management, Visio, Web Browsing, Windows, Windows 3.1, Windows 7, Windows Server, XP, IT Operations, Windows XP
Education
Seton Hall University 2002 — 2006
B.A., Sociology
Pacific Advisors November 2010 - Present
HSBC July 2006 - October 2008
Education
Empire School of Business 2010 — 2013
Accounting
San Francisco State University, College of Business 2004 — 2007
Busness Administration
Granite Services September 2014 - September 2015
Vibrant Creative January 2014 - October 2014
Potratz Partners Advertising September 2013 - December 2013
Potratz Partners Advertising June 2013 - December 2013
Apple Retail October 2012 - June 2013
Apple Retail October 2011 - October 2012
HSBC January 2011 - May 2012
Capital Region BOCES May 2007 - 2010
Skills
Google Adwords, Advertising, Email Marketing, Marketo, Social Networking, Social Media Marketing, Online Advertising, Online Marketing, Digital Marketing, Google Analytics, Mac, OS X, iPhone, Social Media, iLife, Lead Generation, Marketing Automation, iOS, SEM, Time Management, Marketing, Mac OS, Apple Certified, iWork, iPad, Music, Campaign Management, YouTube, Search Advertising, Display Advertising, Mobile Marketing, Copywriting, Marketing Communications, Keynote, WordPress, Search Engine Ranking, Marketing Strategy, Sales, Customer Service, Digital Media, CRM, Press Releases, Branding & Identity, Public Relations, Market Planning, PPC, Training, Event Management, Web Marketing, Copy Editing
Education
The College of Saint Rose 2011 — 2013
Associates, Business Administration and Management, General
Schenectady County Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
T-Mobile November 2012 - Present
AT&T July 2011 - November 2012
Comcast Cable August 2009 - July 2011
HSBC November 2004 - August 2009
Skills
New Business Development, Customer Service, Coaching, Management, Sales, Team Building, Team Leadership, Retail, Sales Management, Direct Sales, Cold Calling, Contract Negotiation, Leadership, Sales Operations, Sales Process, Marketing
Education
San Joaquin Delta College
Associate of Arts (A.A.)
St. Marys High School
Ammons & Company January 2015 - Present
Illustrated Properties Real Estate 2011 - Present
Rescue Florida Realty 2009 - 2011
SunTrust Bank January 2004 - December 2008
HSBC 1999 - 2004
Long Beach Mortgage Corp 1997 - 1999
City Auto Resources 1996 - 1997
Stuart Nissan January 1995 - December 1996
Skills
Real Estate, Sales Management, Short Sales, Public Relations, Mortgage Lending, Contract Negotiation, Compliance, Loss Mitigation, Investment Properties, Foreclosures, Listing Homes, Existing Home Sales, New Home Construction, REO, Selling, Sellers, Real Estate Transactions, Residential Homes, Property, Investors, Brokerage, Luxury, Real Property, Negotiation, Condos, Loans, Sales
Education
Cooke Real Estate School 2008 — 2009
Licensed Realtor
Chrysler Corporation School of Finance 1985 — 1986
Certification, Credit Finance
Santa Fe College 1982 — 1984
AA, Music Theory
Cisco Systems, Inc. June 2013 - Present
Brocade March 2010 - June 2013
HSBC July 2006 - October 2008
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Certificate of Business Excellence, Executive Education
Santa Clara University - Leavey School of Business 2009 — 2010
Master Business Administration, Marketing, Accounting
University of California, Los Angeles 2004 — 2006
Bachelor of Arts, Music History
HSBC November 2013 - Present
Ernst & Young August 2009 - November 2013
Skills
Financial Modeling, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Controls, External Audit, GAAP, Auditing, SEC Filings
Education
University of Virginia 2009 — 2010
Master's degree, Accounting
Seattle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
HSBC January 2009 - December 2013
Hewlett-Packard 2003 - 2008
Hewlett-Packard 2000 - 2002
HP 1997 - 1999
Skills
Cost Reduction, Strategic Sourcing, Supplier Management, Vendor Management, Supply Chain Management, Sourcing, Contract Negotiation, Negotiation, Operations Management, Procurement, Commodity Management, SLA Management, Supply Management, Supply Chain, Process Improvement, Program Management, CRM
Education
San Jose State University 1987 — 1989
Business Administration, International Business
State Street Bank March 2014 - Present
Flagstar Bank May 2011 - April 2013
Sovereign Bank/Santander March 2000 - April 2011
BankBoston 1997 - 2000
Kredit Bank January 1995 - January 1996
HSBC January 1994 - January 1995
Credit Suisse March 1988 - December 1993
Lehman Brothers 1987 - 1988
Irving Trust 1984 - 1987
Education
Seton Hall University 1974 — 1978
BS
Visa (via netPolarity) May 2014 - Present
T-Mobile (Via Ciber) 2014 - April 2014
T-Mobile 2012 - 2013
HSBC 2001 - 2012
Hexaware Technologies 1998 - 2001
Skills
Planning, Negotiation, Requirements Analysis, SDLC, Business Analysis, Problem Solving, Vendor Management, Analysis, PMP, Program Management, Process Improvement, Windows, Resource Management, Business Management, Banking, Team Leadership, Visio, Team Building, Integration, IT Strategy, IT Management, Documentation, Access, XML, Managerial, Waterfall, Cross-functional Team..., Gap Analysis, Software Project..., Requirements Gathering, Change Management, MS Project, Process Engineering, Project Planning, PMO, Business Requirements, IT Governance, Software Development, Systems Analysis, Project Implementation, ITIL, Business Process, Management, Software Documentation, Project Management, Leadership, Strategy, Agile Methodologies, Quality Assurance, Enterprise Software
Education
P.S.Senior Secondary School
Sathyabama Institute of Science and Technology
Bachelors of Engineering, Computer Science
University of Phoenix
MBA, Global Management
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
QBE Insurance August 2014 - Present
QBE Insurance April 2010 - August 2014
SolomonEdwardsGroup April 2009 - April 2010
HSBC May 2007 - October 2008
Comerica January 2001 - May 2007
First Bank & Trust September 1996 - January 2001
Skills
Compliance, Program Management, Credit, Six Sigma, Banking, Leadership, Financial Risk, Risk Management, Strategic Partnerships, Loans, Financial Analysis, Analysis, Privacy Law, AML, Internal Controls, Risk Assessment, Finance, Auditing, Financial Services, Management, Team Building, Change Management, Insurance, Cash Management, Product Management, Team Management, Business Process..., Process Improvement, Vendor Management
Education
Santa Clara University 2001 — 2004
MBA
UC Santa Barbara 1991 — 1995
BA
HSBC June 2014 - Present
HSBC April 2013 - June 2014
HSBC August 2011 - April 2013
MA Labs February 2011 - August 2011
HDL Focus Inc. January 2008 - January 2011
Hong Kong Institute of Continuing Education (HKICE) March 2006 - September 2006
Skills
Customer Service, Sales, Direct Sales, Management, Banking, Customer Retention, Cold Calling, Sales Management, Marketing, Financial Analysis, Microsoft Office, Credit, Account Management, Product Marketing, New Business Development, Relationship Management, Mortgage Lending, Selling, Sales Operations, Loans, Investments, Lead Generation, B2B, Inventory Management, Computer Hardware, Residential Mortgages, Loan origin, Escrow, Mortgage Underwriting
Education
San Jose State University 2007 — 2010
Bachelor of Science, Business Management, GPA 3.70
CFSS
High school
Doodlecar.net September 2015 - Present
Around the Clock Medical Transportation July 2012 - Present
TelePacific Communications July 2014 - March 2015
Ricoh Americas Corporation July 2013 - July 2014
Novamed October 2012 - February 2013
RWNelson International Corporation March 2009 - July 2011
HSBC March 2006 - March 2009
Countrywide January 2005 - October 2005
Skills
International Trade, New Business Development, Sales Management, Business Strategy, Marketing Strategy, International Sales, Negotiation, Customer Service, Contract Negotiation, Business Planning, Strategic Planning, Financial Analysis, Sales, Operations Management, Spanish, Account Management, Banking, Team Leadership, Logistics, Business Development, Analysis, Start-ups, Market Research, B2B, Purchasing, Cold Calling, Management, Sales Operations, Solution Selling, Direct Sales, Salesforce.com, Professional..., Social Skills, Social Networking, Social Communication
Education
Santa Monica College 2008 — 2009
Santa Monica College 2000 — 2002
n/a
ConocoPhillips May 2015 - Present
ConocoPhillips January 2011 - Present
ConocoPhillips 2009 - 2011
Souder, Miller & Associates 2008 - 2009
Exterran 2008 - 2008
Wood Group Generator Services (TurboCare) 2007 - 2007
Halliburton 2006 - 2006
HSBC 1994 - 2004
Shangri-La Hotels and Resorts 1994 - 1994
Le Meridien President Hotel 1994 - 1994
Skills
Microsoft Office, Supervisory Skills, Human Resources, Marketing, Completion, Microsoft Excel, Microsoft Word, Oil & Gas, Payroll, Invoicing, Oil/Gas, Energy, SAP, Upstream, Procurement, Pipelines, Inspection, Energy Industry, Oil & Gas Industry, Onshore, Pressure, Events Organisation, Investment Banking, Financial Accounting, Hotel Administration, Bookings, Dispatchers, Office Administration, Guided Tours, ArcGIS, Data Analysis
Education
San Juan College
Engineering
Silpakorn University
Bachelor of Arts (B.A.), Archaeology School - French Language and Literature
HSBC August 2015 - Present
Hamlyn Williams October 2014 - August 2015
Skills
Management, Leadership, Time Management, Social Media, Marketing, Training, Entrepreneurship, Consulting, Microsoft Office, Financial Services, Social Networking, Finance, Financial Risk, Risk Management
Education
San Francisco State University
Bachelor of Arts, Art History
Tabula Rasa Interiors January 2014 - Present
West Elm Toronto April 2013 - Present
Fashion Stylist March 2013 - Present
Paola Fullerton Inc. 2011 - Present
Freelance 2007 - Present
HSBC February 2010 - May 2011
HSBC August 2008 - January 2010
Skills
Graphic Design, InDesign, Photoshop, Illustrator, Interior Design, Marketing, Merchandising, Public Relations, Event Planning, Photography, Management, Social Media, Color Theory, Painting, Drawing, Typography, Book Design, Magazine Design, Trend Forecasting, Styling
Education
Academy of Design, Toronto 2011 — 2012
Fashion Marketing, Fashion Marketing and Merchandising
Seneca College of Applied Arts and Technology 2005 — 2008
Graphic Design, Graphic Design
HSBC August 2015 - Present
Fredericks Michael & Co. June 2014 - August 2014
BBVA June 2013 - August 2013
BBVA Colombia July 2012 - July 2012
Mexican Consualte in NY May 2011 - July 2011
Skills
Microsoft Excel, Mergers & Acquisitions
Education
The Johns Hopkins University 2011 — 2015
Major: International Studies; Minor: Economics
Sciences Po Paris 2013 — 2014
International Studies
Briarcliff High School
Brown & Brown Insurance March 2015 - Present
Nationwide Insurance August 2013 - February 2015
AT&T February 2013 - July 2013
HSBC November 2011 - June 2012
Skills
Sales, Customer Service, Computers, Insurance, Commercial Insurance, Call Centers, Property, Customer Experience
Education
Santa Fe College
SAMe Investment Co., LLC May 2014 - April 2015
U.S. Bank May 2013 - April 2014
Starbucks October 2010 - May 2013
HSBC June 2012 - August 2012
Skills
Executive..., Administrative..., Investment Properties, Property Management, Banking, Barista, Social Media
Education
University of Washington 2012 — 2013
Certificate Program, Social Media Technologies and Implementation
Seattle University 2007 — 2011
Bachelor's Degree, International Business
Seoul National University 2009 — 2009
Study Abroad, Business Administration and Management, General
Culinary Institue of Florence (Apicius Srl) 2006 — 2006
Study Abroad, Hospitality Business Management
TD Securities (USA) LLC February 2009 - Present
HSBC February 1983 - November 2007
Skills
Trade Finance, Credit, Banking, Risk Management, Loan Origination, Credit Analysis, Management, Portfolio Management, Commercial Banking, Financial Risk, Financial Services, Relationship Management, Credit Risk, Financial Analysis
Education
San Francisco State University
Accounting and Finance
Foreseeson Custom Displays/Ophit 2011 - Present
HSBC 2009 - 2010
Wells Fargo Home Mortgage 2009 - 2009
Wells Fargo 2008 - 2008
Wells Fargo 2006 - 2008
KumKwan Preschool September 1999 - September 2005
Skills
USDA, Sales Operations, New Business Development, Selling, Capital Equipment, Key Account Management, Operating Room, Sales, Sales Force Development, Product Management, Cross Selling, Direct Sales, Real Estate, Medical Devices, Product Development, Negotiation, Cold Calling, Executive Management, Sales Management, Portfolio Management, Sales Process, Investments, International Sales, Market Development, Competitive Analysis, Strategic Partnerships, Market Analysis
Education
San Diego State University-California State University
Starbucks February 2014 - August 2014
Amazon July 2013 - February 2014
HSBC January 2013 - July 2013
goSolid January 2013 - April 2013
Macy's November 2012 - January 2013
RavePal February 2012 - July 2012
Formosa Supermarket July 2005 - September 2010
Skills
Economics, PowerPoint, Outlook, Market Research, Mandarin, Data Entry, Retail, Retail Sales, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, English, Social Networking, Customer Service, Sales, Teamwork, Social Media, Event Planning, Management, WordPress, Recruiting, Accounting, Merchandising, Human Resources, Fraud Detection, Data Analysis, Visual Merchandising
Education
Seattle Central Community College 2013 — 2014
University of Washington 2008 — 2012
BA, Economics, Marketing and Retail Management
HGST, a Western Digital company January 2014 - Present
3PAR January 2008 - January 2014
HSBC October 2001 - December 2007
Netflix January 1997 - March 2001
Apple 1994 - January 1997
Skills
Hardware, Storage, Virtualization, Strategic Partnerships, Network Security, Data Center, Solution Selling, Cisco Technologies, Disaster Recovery, Cloud Computing, Storage Virtualization, Professional Services, Storage Area Networks, Salesforce.com, SaaS, HP, NAS, Enterprise Software, VMware, Channel Partners, Storage Solutions, VDI, Servers, Server Architecture, VMware Infrastructure, Enterprise Architecture, Infrastructure, SMB, Managed Services, Enterprise Storage, SAN, High Availability, Storage Architecture, Storage Management, Cloud Storage, Solution Architecture, Big Data, IT Strategy
Education
San Jose State University
BA
Spartan Fund - Financial Navigator's Student Run Investment Fund 2015 - Present
HSBC May 2015 - August 2015
Stevensen & Neal Realtors February 2014 - April 2015
Bloomberg LP 2015 - 2015
Skills
Microsoft Office, Customer Service, Real Estate, Financial Analysis, Investment Banking, Leadership, Data Analysis, Time Management, Finance, Private Banking, Sales, Corporate Finance, Real Estate Economics, Accounting, Equities, Project Management
Education
San Jose State University 2011 — 2015
Bachelor of Science (B.S.), Finance, Minor Economics
ArtList February 2015 - Present
Gertrude November 2012 - Present
Google October 2011 - September 2012
Google May 2010 - October 2011
RSP.fm July 2006 - September 2010
HSBC January 2010 - June 2010
Google February 2008 - August 2008
Ashridge Business School September 2007 - February 2008
Skills
Product Management, Strategy, Marketing Strategy, Product Marketing, Digital Marketing, Online Advertising, Start-ups, Competitive Analysis, Business Development, Fine Art Sales, Entrepreneurship, French, Contemporary Art, Digital Media, Digital Strategy, Google Adwords, E-commerce, YouTube, Media Research, Social Media, New Media, Advertising, Advertising Research, Online Marketing
Education
Sciences Po 2008 — 2010
Masters, Finance & Strategy
Institut d'Etudes politiques de Paris 2005 — 2008
Bachelor, Politics, Economics, Sociology
Bank of the West February 2015 - Present
HSBC January 2014 - January 2015
Legacy Wealth Services April 2011 - December 2013
Bank of the West, Wealth Management Group March 2010 - March 2011
Wells Fargo Wealth Management Group October 2006 - February 2010
Wells Fargo Bank 2004 - September 2006
Wells Fargo 2000 - 2003
Skills
Wealth Management, Private Banking, Client Solutions, Marketing Strategy, New Business Development, Interpersonal..., Investments, High Net Worth..., Relationship Management, Series 7, Private Equity, CRM, Investment Advisory, Loans, Mutual Funds, Portfolio Management, Networking, Wealth Management..., Investment Strategies, Talent Management, Recruiting, Risk Management, Insurance, Asset Management, Finance, Banking, Retirement Planning, Credit, Management, Securities, Alternative Investments, Commercial Banking, Mortgage Lending, Estate Planning, Asset Allocation, Series 63, Consumer Lending, Strategic Financial..., Credit Analysis, Financial Services, Financial Advisory, Equities, Financial Planning, Strategy, Financial Analysis, Commercial Lending, Sales, Financial Risk
Education
San Jose State University
B.S.
BBVA Compass April 2010 - Present
BBVA Compass April 2010 - March 2015
HSBC May 2002 - May 2009
Skills
Banking, Loans, Credit, Mortgage Lending, Retail Banking, Financial Services, Finance, Management
Education
Santa Fe College 1997 — 2001
Associate's degree, Art/Art Studies, General
Meridian Credit Union June 2011 - Present
Scotiabank November 2009 - May 2011
HSBC Bank Canada 2004 - September 2009
HSBC November 1984 - 2009
Skills
Business Development, Mortgage Lending, Investments, Banking, Credit, Loans, Risk Management, Portfolio Management, Selling, Credit Risk, Financial Services, Strategic Financial..., Consumer Lending, Retirement Planning, Strategic Planning, New Business Development, Wealth Management, Refinance, Management, Investment Advisory, Finance, Underwriting, CRM, Sales, Mutual Funds, Credit Analysis, Wealth, Estate Planning, Retail Banking, Lines Of Credit, Residential Mortgages, Relationship Management, Cross Selling, Commercial Lending, Commercial Banking, Commercial Mortgages, Debt Consolidation, Financial Advisory, Investment Strategies, Wealth Management..., Investment Management, Financial Planning
Education
Seneca College of Applied Arts and Technology 1983 — 1984
Business Administration
Bethune Collegiate
Professional Development Included:
Right Management
Technology Credit Union June 2014 - Present
JPMorgan Chase April 2010 - June 2014
Platinum Mortgage Lending Corp April 2004 - April 2010
Estate Home Loans December 2001 - April 2004
HSBC 1995 - 2000
Wells Fargo Financial Services/Norwest 1991 - 1995
Skills
Refinance, Mortgage Lending, Loans, Banking, Loan Origination, Portfolio Management, Investment Properties, Strategic Financial...
Education
San Jose State University 1986 — 1991
Bachelor of Science (BS), International Business
Oracle April 2013 - Present
JWT May 2012 - April 2013
DRS Technologies, Inc. December 2007 - May 2012
HSBC August 2006 - December 2007
Mellon Financial Corp. (ACS) June 2005 - August 2006
Skills
Access, Accounting, Accounts Payable, Analysis, Analytics, Auditing, Budgets, Business Intelligence, Cash Flow, Cognos, Consolidation, Data Warehousing, Essbase, Finance, Financial Analysis, Financial Reporting, Financial Statements, Forecasting, Hyperion Enterprise, Hyperion HFM, Hyperion Planning, Integration, Management, Microsoft Excel, OBIEE, Oracle, PeopleSoft, Process Improvement, SQL, Sarbanes-Oxley Act, Software Documentation, Testing, Training
Education
Seton Hall University 2001 — 2005
Administration, Management
HSBC December 2014 - Present
HSBC December 2013 - December 2014
HSBC May 2012 - December 2013
HSBC September 2011 - May 2012
HSBC May 2010 - September 2011
HSBC November 2009 - May 2010
HSBC January 2007 - November 2009
Skills
Series 6, Series 63, Accident and Health,..., Chinese culture, Bilingual- English and..., Fast Learner, Analytical Techniques, Series 7, Banking, Relationship Management, Investments, Cross Selling, Sales, Retail Banking, Wealth Management, Mortgage Lending
Education
San Francisco State University 2007 — 2010
Business Administration, Accounting
Rabobank March 2014 - Present
Capital One May 2012 - January 2014
HSBC October 2008 - May 2012
Aristocrat Technologies April 2007 - October 2008
Blue Shield of California September 2005 - April 2007
Skills
Analysis, Databases, Time Management, Customer Experience, Customer Service, Statistics, Analytics, Market Research, Product Management, Process Improvement, Program Management, Banking, Business Analysis, Strategic Planning
Education
San Francisco State University
Bachelor of Science, Business Administration, Decision Sciences
Pauline Young & Company May 2012 - Present
Wordwright Communications, Inc. August 2006 - May 2010
HSBC 1996 - 2001
Hongkong Net 1995 - 1996
Paramount Publishing 1993 - 1995
Skills
Strategic Communications, Internal Communications, Corporate Communications, Communication Training, Change Management
Education
San Francisco State University 1987 — 1989
MBA, Marketing
AT&T September 2011 - Present
Comcast 2009 - 2011
Cloud 10 Financial 2007 - 2009
HSBC 2004 - 2007
Skills
Cold Calling, Consultative Selling, Sales Management, Sales Presentations, Direct Sales, Telemarketing, Sales Operations, Telecommunications
Education
San Joaquin Delta College 1996 — 1999
Associate Degree
St Mary's high school 1992 — 1996
Sears Holdings Corporation July 2012 - Present
HSBC January 2010 - Present
HSBC North America 2009 - Present
HSBC January 2007 - December 2009
Sears Credit March 1999 - March 2003
AT&T Universal Card May 1990 - April 1999
Skills
Credit, Financial Risk, Strategy, Management, Team Building, Credit Cards, Financial Analysis, Portfolio Management, Process Improvement, Risk Management, Retail Banking, Forecasting, Credit Scoring, Credit Risk, Mergers & Acquisitions, Underwriting, Analytics, Payments, Credit Analysis, Banking, Business Analysis, Call Centers, Loans, Fraud, Customer Service, Financial Services, Finance, SDLC, Change Management, Business Strategy, Relationship Management, Financial Modeling, Leadership, Product Management, Operations Management, Vendor Management
Education
Seton Hall University 1981 — 1983
banking October 2013 - Present
Fifth Third Bank February 2011 - October 2013
Capital Solutions Financial July 2008 - February 2011
Wisecup Financial August 2006 - February 2011
Christensen Financial Inc. August 2007 - July 2008
CFIC Home Mortgage September 2006 - June 2007
United Capital Mortgage May 2003 - August 2006
HSBC 2001 - 2003
Skills
Mortgage Lending, Management, CRM, Loan Origination, Marketing, Sales Management, Loans, Leadership, Banking, Real Estate, Refinance, First Time Home Buyers, Consumer Lending, Lead Generation, Marketing Strategy, Foreclosures, Sellers, Sales, Credit
Education
Seminole State College of Florida 2000 — 2002
Associates, Finance/Marketing
Ambitsel, Inc. May 2014 - Present
Bessemer Trust December 2011 - April 2014
HSBC October 2010 - December 2011
Citibank, N.A. July 2008 - October 2010
Skills
Banking, Account Reconciliation, Cross Selling, Finance, Management, Investments, Sales, Customer Service, Microsoft Excel, Financial Modeling, Analysis
Education
San Francisco State University 2004 — 2009
Bachelor of Science, Corporate Finance/Financial Services
University of California, Los Angeles
Business and Personal/Financial Services
Bank of America February 2012 - Present
Spectrum Merchant Services June 2010 - June 2011
Process America Inc May 2008 - May 2010
IPayment Inc. October 2007 - May 2008
HSBC May 2007 - September 2007
Al-Mawarid Bank January 1994 - September 2006
Skills
Merchant services, Chargebacks, Risk Management, Debit Cards, Merchant Services, Credit, Electronic Payments, Payments, Payment Card Processing, Credit Cards, Customer Service..., Banking, Financial Risk, Portfolio Management, Payment Gateways, Financial Analysis, Leadership, Management, Loans, Credit Risk, Underwriting, Retail Banking, Commercial Banking, Credit Analysis, Relationship Management, Financial Services, Acquiring, Internet Banking, Cross Selling, Trade Finance, ACH, Cards, Mobile Payments, Fraud, E-payments, Fraud Detection, Risk Analysis, Finance, Consumer Lending, Investment Banking, Payment Systems, Corporate Finance
Education
San Diego State University-California State University 1990 — 1992
BS, Banking & Finance
HSBC Retail Banking and Wealth Management May 2014 - Present
alizz islamic bank July 2012 - April 2014
Masraf Al Rayan January 2010 - May 2012
HSBC July 2008 - January 2010
HSBC May 2005 - July 2008
Wells Fargo June 2004 - May 2005
Providian Financial October 1997 - September 2003
Milken Institute June 1997 - October 1997
Skills
Credit Risk, Banking, Portfolio Management, Financial Risk, Risk Management, Retail Banking, Credit Analysis, Credit, Credit Cards, Financial Modeling, Loans, Basel II, Financial Services, Finance, Commercial Banking, Investment Banking, Operational Risk..., Islamic Finance, Payments, Operational Risk
Education
San Jose State University 2003 — 2004
MA, Economics
University of California, Santa Barbara 1994 — 1997
BA, Business Economics
EquityKey November 2014 - Present
AutoAnything September 2011 - November 2014
Santander Consumer USA Inc. January 1999 - March 2011
HSBC January 1999 - March 2010
Financialaid.com April 2002 - August 2003
San Diego County Credit Union 1996 - 1999
Skills
Call Center, Credit, Operations Management, Process Improvement, Customer Satisfaction, Customer Service, Vendor Management, Underwriting, Team Building, Loans, Performance Management, Call Centers, Risk Management, Management, Business Analysis, Banking, Business Development, Leadership, Financial Services, Training, Relationship Management, Loss Mitigation, Customer Experience, Customer Retention, Account Management
Education
San Diego State University-California State University 1991 — 1996
Target Corporation January 2008 - Present
Northwoods League March 2001 - Present
HSBC March 2006 - December 2007
Metris Companies/HSBC February 2003 - March 2006
Household Credit Services July 1999 - July 2000
Household Credit Services August 1998 - July 1999
Rochester Honkers Baseball Club March 1994 - August 1996
Sioux Falls Canaries February 1993 - September 1993
Bakersfield Dodgers March 1991 - October 1991
Skills
Financial Analysis, Forecasting, Financial Modeling, Essbase, Strategic Financial..., Process Improvement, Hyperion Enterprise, Corporate Finance, Finance, Credit, Accounting, Budgets, Banking, SAS, Analytics, Strategic Planning, Business Analysis, Strategy, Business Planning, Portfolio Management
Education
Santa Clara University 1996 — 1998
MBA, Finance, Marketing
University of California, Santa Barbara 1986 — 1990
BA, Psychology, Athletic Coaching
Bellarmine College Preparatory 1982 — 1986
St. Joseph's School 1980 — 1982
Speedpro Imaging of Bellevue March 2015 - Present
Key Bank June 2010 - February 2015
US BANK July 2004 - June 2010
HSBC February 2002 - June 2004
Enterprise July 1999 - February 2002
Skills
Banking, Commercial Banking, Mortgage Lending, Loans, Commercial Lending, Real Estate, Portfolio Management, Lines Of Credit, Credit, Consumer Lending, Finance, Branch Management, Leadership, Deposits, Treasury Management, Cash Management, Management, Sales
Education
Seattle Pacific University - School of Business and Economics 1998 — 2002
Finance, Accounting, Finance and Mangement.
IFC - International Finance Corporation March 2013 - September 2014
Livingstone Dynamic Investment February 2012 - August 2012
AXA Private Equity April 2011 - October 2011
HSBC March 2010 - September 2010
CENTURIA CAPITAL July 2009 - January 2010
FrancePress LLC September 2007 - July 2008
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Business Development, Venture Capital, Emerging Markets
Education
Université Paris Dauphine 2010 — 2011
Master of Science, Finance
Université Paris Dauphine 2008 — 2009
Master of Science, Finance
San Francisco State University 2007 — 2008
Bachelor
Université Paris Dauphine 2005 — 2007
License
TI automotive January 2013 - January 2015
HSBC 2003 - 2011
First Data formerly PaySys International 1997 - 2001
R.W.Beck Engineers and Consultants 1996 - 1997
Skills
Unix, Business Intelligence, Business Analysis, Databases, Software Development, Business Requirements, Requirements Gathering
Education
University of Central Florida 1984 — 1986
BSCS, Computer Science, 2.7
Seminole Community College
AA
ERNST AND YOUNG June 2013 - Present
Natixis 2015 - 2015
Natixis 2015 - 2015
IPSA INTERNATIONAL INC June 2012 - October 2012
TOWER LEGAL SOLUTIONS August 2011 - February 2012
HSBC June 2010 - June 2011
Pershing, a BNY Mellon company 2009 - 2010
PRUDENTIAL COMMODITIES GROUP December 2008 - October 2009
CITIGROUP April 2008 - October 2008
AXA 2005 - 2006
Skills
KYC, Anti Money Laundering, Financial Risk, Financial Services, AML, Due Diligence, Risk Management, OFAC, Analysis
Education
Seton Hall Law School
Banking, Corporate, Finance, and Securities Law
Seton Hall University
CrossCheck Compliance LLC May 2015 - Present
HSBC May 2012 - Present
HSBC May 2013 - May 2015
HSBC May 2011 - May 2012
Clayton July 2008 - May 2011
Bank of America April 2008 - June 2008
HSBC Mortgage Services October 1994 - June 2007
HSBC 1994 - 2007
Skills
Mortgage Lending, Loans, Credit Analysis, Credit Risk, Loan Origination, Credit, Underwriting, Consumer Lending, Portfolio Management, Loss Mitigation, Mortgage Banking, Financial Risk, Banking, Financial Services, Process Improvement, Risk Management, Operational Risk, Commercial Lending, Residential Mortgages, Loan Servicing, Small Business Lending, Finance, Mortgage Underwriting, Asset Management, Credit Cards, Capital Markets, Relationship Management, Financial Analysis, Investments
Education
University of South Florida - College of Business Administration 1992 — 1994
Bachelor's degree, Finance, General
Seminole State College of Florida 1989 — 1992
Associates, Business
Exeter Finance Corp August 2015 - Present
LISD July 2013 - June 2015
JPMorgan Chase February 2011 - April 2013
Securus Technologies August 2009 - February 2011
HSBC January 2001 - June 2009
Household International (now HSBC) 2001 - 2009
FairPoint Communications May 2000 - February 2001
Franklin Templeton 1997 - 2000
Skills
Instructional Design, Coaching, Training, Workshop Facilitation, Project Planning, Leadership, Employee Relations, Onboarding, Project Management, Recruiting, Program Management, Change Management, Analysis, Team Building, Management, Leadership Development, Strategic Planning, Team Leadership, Conflict Resolution, Performance Management, Business Process..., Employee Engagement, Training Delivery
Education
Texas Woman's University 2009 — 2013
Master of Teaching, Elementary Education and Teaching
San Francisco State University 1990 — 1994
Bachelor of Arts, Broadcast Electronic and Communication Arts
Solano Community College 1989 — 1991
Associate of Arts, Broadcast Communications
HSBC IT ConsultantHSBC2010 - 2012
TD Bank Financial Group 2002 - 2006
Skills
Project Portfolio..., Project Management, Change Management, HTML, Credit Cards, VisionPLUS, FDR, Pega, Loyalty Programs, MQ, IT architectures, Mainframe, JCL, SAS, MasterCard, Release Management, Budget Management, Technical Training, Business Requirements
Education
Seneca College of Applied Arts and Technology 2001 — 2003
Computer Programming and Analysis Co-op Diproma
Universidad Autonoma de Occidente 1997 — 1997
Minor in Environmental Impact for Engineering Projects
Universidad Autonoma de Occidente 1992 — 1997
Bachelor of Electrical Engineering
University of California, San Diego March 2008 - Present
Rady School of Management, UC San Diego 2008 - Present
HSBC 1997 - 2007
HSBC Auto Finance 1997 - 2007
Skills
Technical Analysis, Teamwork, Microsoft Office, Process Improvement, Risk Management, Windows, Project Management, Software Documentation
Education
San Diego State University-California State University
Bachelor of Science, Information Systems
Hibu June 2014 - Present
Mywebxpert November 2010 - May 2014
AT&T Advertising Solutions 2008 - 2009
HSBC 2003 - 2007
Skills
Online Advertising, SEO, Online Marketing, SEM, Email Marketing, Google Adwords, Digital Marketing, Social Media Marketing, Google Analytics, PPC, Lead Generation, Digital Media, Web Design, Web Development, Advertising, Social Media, Salesforce.com
Education
San Diego State University-California State University 1991 — 1997
Graphic Design
HSBC Data Processing Philippines 2003 - Present
HSBC March 2003 - December 2006
Education
Seton Hall University 1979 — 1981
General Atomics Aeronautical Systems July 2013 - Present
The Active Network November 2012 - June 2013
Kratos Defense and Security Solutions January 2008 - January 2012
College Loan Corporation February 2006 - November 2007
HSBC December 2003 - February 2006
WD-40 Company June 2003 - October 2004
KPMG LLP June 1999 - May 2003
PwC August 1998 - June 1999
WestAmerica Bancorporation January 1995 - August 1998
Council Travel September 1993 - December 1994
Skills
Financial Reporting, Internal Audit, Accounting, Sarbanes-Oxley Act, Auditing, Finance, Variance Analysis, General Ledger, Consolidation, Financial Statements, Forecasting, Internal Controls, Accounts Payable, Account Reconciliation, GAAP, Accounts Receivable, Training, PeopleSoft, Mergers & Acquisitions, Due Diligence
Education
San Francisco State University
BS
Cypress Semiconductor Corporation December 2013 - Present
First Investors May 2013 - November 2013
HSBC February 2012 - June 2012
Robert Walters HK (DHL Express) October 2011 - January 2012
Bank of China International June 2010 - September 2010
OpenBusiness October 2009 - November 2009
NBA China June 2008 - August 2008
Time Inc. July 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Xara, Sony Vegas, Data Analysis, Financial Analysis, Customer Service
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Finance
Beijing University of Language and Culture 2006 — 2006
Sha Tin College
New York Life Insurance Company November 2009 - Present
AutoTrader.com July 2008 - June 2009
HSBC February 2001 - May 2008
HSBC Auto Finance 2001 - 2008
Consumer Portfolio Services August 1996 - February 2001
Education
San Jose State University 1999 — 2002
Levi Strauss & Co. April 2015 - Present
Bloomingdale's October 2014 - April 2015
Bloomingdale's June 2013 - October 2014
Toys R Us January 2012 - June 2013
Toys R Us April 2008 - January 2012
HSBC July 2005 - April 2008
Skills
Onboarding, Performance Management, Employee Relations, Talent Management, Succession Planning, Applicant Tracking..., College Recruiting, Employee Engagement, HR Policies, Hiring, Human Resources, Interviews, New Hire Orientations, Recruiting, Sourcing, Talent Acquisition, Workforce Planning, Taleo, Benefits Administration, HRIS
Education
Seton Hall University 2001 — 2005
BS, Industrial/Organizational Psychology
Seton Hall University
HSBC November 1996 - October 2008
HSBC Auto Finance 1996 - 2008
Education
San Diego State University-California State University 1987 — 2004
Bachelor of Arts, Economics
Scripps Health July 2009 - Present
HSBC January 2000 - Present
HSBC Auto Finance 2000 - 2008
Tax Compliance, Inc. December 1998 - October 1999
Century Design, Inc. February 1993 - December 1998
Education
San Diego State University-California State University 1989 — 1991
BA, Psychology
Pacific Gas and Electric Company June 2014 - Present
Pacific Gas and Electric Company October 2013 - May 2014
Kaiser Foundation Health Plan February 2012 - September 2013
Kaiser Foundation Health Plan November 2009 - February 2012
Kaiser Foundation Health Plan November 2008 - October 2009
HSBC June 2005 - November 2008
World Institute on Disability April 2002 - February 2006
Skills
Customer Service, Event Management, Marketing Strategy, Event Planning, Microsoft Office, Marketing Communications, Outlook, Microsoft Excel, Public Speaking, Marketing, Microsoft Word, Leadership, Strategic Planning, Team Building, Sponsorship, Project Management, Internal Communications, Customer Insight, Analysis, Process Improvement, Time Management, PowerPoint, Program Management, Healthcare, Research, Team Leadership, Nonprofits
Education
San Francisco State University 2000 — 2005
Bachelor's degree, Marketing/Marketing Management, General
Balsam Brands August 2014 - Present
San Francisco State University August 2013 - Present
One World Children's Fund January 2012 - July 2014
San Francisco State University January 2013 - December 2013
FlameStower, Inc. June 2013 - October 2013
San Francisco State University August 2012 - May 2013
Hero Honda (Hero MotoCorp Ltd.) June 2009 - August 2011
Ernst & Young India Limited April 2008 - June 2008
HSBC June 2006 - September 2006
Skills
Marketing Research, Advertising, Analysis, Creative Development, Strategic Planning, Brand Communication, Brand Development, Media Planning, New Media Marketing, New Media Strategy, Social Media Marketing, Advertising Management, Advertising Research, Marketing Strategy, Marketing Communications, Marketing Management, Integrated Marketing, Strategy, Creative Direction, Public Relations, Brand Management, Marketing, Leadership, SEO, Social Media, New Media, Content Strategy, Management, E-commerce
Education
San Francisco State University 2012 — 2014
Master's Degree
Mudra Institute of Communications, Ahmedabad 2007 — 2009
Master of Business Administration (M.B.A.)
Shri Ram College of Commerce 2003 — 2006
B.A. (Honours)
TImpany School 1991 — 2003
HSBC September 2010 - Present
HSBC 2010 - Present
Wells Fargo Financial October 2001 - July 2010
Wells Fargo Financial February 2006 - November 2008
Skills
Marketing Strategy, Retail Banking, Credit Cards, Relationship Management, CRM, Retail, Direct Marketing, Credit, Financial Services, Banking, Customer Retention
Education
Seneca College of Applied Arts and Technology
1, Marketing
Vancity July 2012 - Present
Deloitte January 2008 - July 2012
HSBC January 2005 - January 2008
Skills
Business Analysis, Quality Assurance, Requirements Analysis, Management Consulting, Analysis, Business Process..., Oracle E-Business Suite, Business Process, Requirements Gathering, Business Transformation, Software Project..., IT Management, Change Management, ERP, SDLC, Business Process Design, PMO, IT Strategy, Enterprise Architecture
Education
Sauder School of Business 2013 — 2015
Master of Business Administration (MBA), Consulting and Strategic Management
University of Victoria 2000 — 2004
Science, Computer Science
Wells Fargo Home Mortgage Branch ManagerWells Fargo Home Mortgage2004 - 2004
Wells Fargo Home Mortgage 2004 - 2004
HSBC 2000 - 2004
Beneficial/HSBC 1994 - 2004
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Mortgage, Mortgage Industry
Education
San Diego State University-California State University 1989 — 1993
San Diego State University-California State University
AT&T June 2015 - Present
Dos Rios Partners August 2014 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
HSBC Securities USA February 2011 - June 2013
HSBC October 2009 - February 2011
HSBC December 2008 - October 2009
HSBC Middle East May 2008 - December 2008
HSBC June 2006 - May 2008
Skills
Investment Banking, Mergers & Acquisitions, Emerging Markets, Capital Markets, Valuation, Corporate Finance, Financial Modeling, Equities, Financial Analysis, Due Diligence, Bloomberg, Private Equity, LBO, Financial Structuring, Business Valuation, M&A experience
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
School of Oriental and African Studies, U. of London 2001 — 2006
BA, Economics, 1st
Borgarskolan 1998 — 2001
International Baccalaureate, International Baccalaureate
Merrill Lynch July 2007 - July 2010
HSBC January 2007 - July 2007
HSBC September 2004 - January 2007
Business Roundtable June 2003 - August 2003
Council on Foreign Relations June 2000 - August 2002
Skills
Equity Research, Retail, Asset Management, Financial Modeling, Investments, Valuation
Education
Johns Hopkins University, School of Advanced International Studies 2002 — 2004
Masters of Arts in International Relations, Economics, Finance, International Law, 3.6
Sarah Lawrence College 1996 — 2000
Bachelor of Arts, 3.5
The London School of Economics and Political Science (LSE) 1998 — 1999
Year Abroad
Charter Medical, Ltd. June 2014 - Present
Value Plastics, Inc. August 2012 - June 2014
Value Plastics, Inc. May 2012 - August 2012
Right Hand Synergy May 2010 - June 2012
Marketing 2009 - June 2010
Latino Sports & Entertainment Marketing 2008 - 2008
HSBC 2005 - 2008
Skills
Medical Devices, Lead Generation, Leadership, Marketing, Business Development, Marketing Strategy, Sales, Goal Oriented, Product Marketing, Negotiation, Product Launch, Manufacturing, Sales Management, Web Marketing, Management, Customer Service, Integrated Marketing, Cross-functional Team..., Direct Sales, Pre-sales, Sales Process, Program Management
Education
University of Southern California - Marshall School of Business 2002 — 2004
Bachelor’s of Science Degree, Business Administration, International Business & Marketing
Budapest University of Economic Science and Public Administration 2003 — 2003
Study Abroad, International Business
Southwestern College – Zhuhai, China 2001 — 2001
Semester Abroad Program, International Business
San Diego State University-California State University
Marketing
HSBC June 2009 - Present
Merrill Lynch June 2007 - May 2009
DTCC March 2006 - June 2007
Deutsche Bank October 2002 - March 2006
Goldman Sachs November 1997 - September 2002
Prudential Insurance June 1995 - November 1997
Skills
Capital Markets, Fixed Income, Derivatives, Operational Risk, Product Control, Back Office, Equities, Credit Derivatives, Rates, Credit, Commodity, FX Options, Trading, Middle Office, Structured Products, Hedge Funds, Investment Banking
Education
Seton Hall University 1996 — 1998
Master of Business Administration (M.B.A.)
Seton Hall University 1991 — 1995
Bachelor's degree
Pequannock Township High School 1987 — 1991
HSBC November 2009 - Present
JPM Chase May 2006 - November 2008
Wachovia Corporation April 1996 - April 2006
Household International August 1992 - April 1996
Skills
Finance, Asset Management, Business Analysis, Risk Management, Program Management
Education
San Francisco State University
MBA, Management Sciences
San Francisco State University
BS, Applied Statistics
Citi July 2014 - Present
Bank of America May 2013 - July 2014
Placer Mortgage Group 2012 - May 2013
HSBC 2007 - 2012
Bank of America 2004 - 2007
Skills
Credit, Commercial Banking, Loans, Retail Banking, Wealth Management, Relationship Management, Mortgage Lending, Mortgage Consulting, Residential Mortgages, Reverse Mortgages, Banking, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Lending, Cross Selling, Portfolio Management, Mortgage Banking, Finance, Credit Risk, Financial Services, Credit Cards, Refinance, Commercial Mortgages, Investments, Lines Of Credit, Private Banking, Loan Origination
Education
San Jose State University
SEACON October 2014 - Present
Remote Ocean Systems (ROS) June 2012 - October 2014
The Swenson Group May 2009 - April 2012
Activant Solutions January 2008 - May 2009
HSBC November 2005 - January 2008
Zee Medical June 1997 - November 2005
Skills
Management, Direct Sales, Sales, CRM, Account Management, Cold Calling, Enterprise Software, Selling, Salesforce.com, Leadership, Team Leadership, Solution Selling, Business Development, New Business Development, B2B, Training, Sales Management, Sales Operations, Sales Presentations, Sales Process, Contract Negotiation, Lead Generation, SaaS, Product Development, Customer Satisfaction, Marketing, International Sales, Product Marketing, Strategic Partnerships, Customer Retention, Negotiation, Cross-functional Team..., Strategic Planning, Business Strategy, Key Account Management
Education
San Francisco State University 1996 — 2000
BA, Kinesiology
AIG July 2012 - Present
Direct Access Partners May 2010 - July 2012
The Harry Fox Agency August 2008 - February 2011
HSBC April 1999 - August 2008
Skills
Analysis, Credit, Forecasting, Economics, Fixed Income, Budget Analysis, Credit Analysis, Data Analysis
Education
San Diego State University-California State University 2003 — 2005
Economics, Economics
Viejas Enterprises January 2015 - Present
Viejas Enterprises March 2013 - December 2014
HSBC July 2011 - November 2012
HSBC January 2006 - July 2012
Client Logic September 2003 - March 2005
Adelphia Cable November 2002 - July 2003
The Sutherland Group April 2002 - May 2002
SAIC October 1996 - May 2001
SAIC May 1994 - October 1996
SAIC September 1992 - May 1994
Skills
Incident Management, ITIL, Help Desk Support, IT Service Management, IT Operations, Disaster Recovery, Active Directory, Troubleshooting, Business Continuity, Software Documentation, Information Security..., Lotus Notes, Service Desk, Call Center, Citrix, Information Technology, Computer Hardware, System Administration, Call Centers, Business Analysis, Servers, Technical Support, Hardware, Laptops, Service Delivery, XP, Windows, VPN, Windows XP, Microsoft Exchange, BMC Remedy, Windows 7
Education
San Diego State University-California State University 1983 — 1984
St Augustine High School 1979 — 1984
Bloomberg LP December 2009 - Present
ABN AMRO Bank N.V. January 2003 - May 2008
Commerzbank AG July 2000 - January 2003
Commonwealth Bank January 1998 - June 2000
HSBC March 1995 - June 1997
Skills
Foreign Exchange, FX Derivatives, Financial Markets, FX Options, Treasury Management, Asian markets, Development Economics, Bloomberg, Risk Management, Trading Systems
Education
School of Oriental and African Studies, U. of London
Master of Science (Development Economics)
The Australian National University
Bachelor of Economics and Bachelor of Commerce
First Data Corporation July 2015 - Present
First Niagara February 2013 - July 2015
Rose & Kiernan Inc. May 2012 - February 2013
HSBC November 2006 - May 2012
Skills
New Business Development, Public Speaking, Team Building, Small Business, Credit, Customer Service, Team Leadership, Small Business Lending, Strategic Planning, Commercial Lending, Sales Management, Microsoft Office, Sales, Public Relations, Contract Negotiation, Management, Strategic Financial..., Banking, Retail Banking, Finance, Mortgage Lending
Education
Schenectady County Community College
AAS Music / Business, Music and Business
The York Centre Children, Youth and Families Services July 2010 - Present
Catholic Community Services of York Region November 2009 - Present
Northwood Neighbourhood Services May 2009 - Present
Rotary International December 2005 - Present
HSBC June 1995 - May 2004
Skills
Fundraising, Policy, Research, Staff Development, Mental Health, Nonprofits, Coaching
Education
Dubai Women College, United Arab Emirates 2011 — 2011
Certificate, Leadership Worksop in Community Organizing
Seneca College of Applied Arts and Technology 2009 — 2011
Diploma, Social Services
The Institute of Canadian Banker 1999 — 2001
Certificate, Branch Compliance Licence, Mutual Funds Licence
Marin Academy 2013 - Present
Saint Andrew's Episcopal School 2011 - 2013
Saklan Valley School June 2007 - July 2010
HSBC January 2006 - June 2007
American School of Warsaw June 2002 - June 2004
Arlington Public Schools February 2001 - June 2002
American Educational Music Publications October 2000 - January 2001
American International School of Bucharest August 1996 - October 2000
Arexim SRL January 1995 - July 1996
Romanian Navy August 1993 - January 1995
Skills
CMS, Web Design, IT Management, Drupal, Teaching, Joomla, Training, Windows Server, Servers, Operating Systems, Active Directory, HTML, Technology Integration, Help Desk Support, Database Administration, Flash, Windows, PHP, CSS, Wordpress
Education
San Jose State University 2006 — 2006
Teaching Credential, Adult and Vocational Education
Technical Military Academy. Bucharest 1987 — 1993
BS, Warfare SONAR and Microwave Technologies, Computer Science
GP Strategies Corporation March 2014 - Present
HSBC May 2011 - March 2014
State of New Jersey, Office of the State Comptroller March 2008 - April 2011
Federal Bureau of Investigation September 1987 - February 2008
Education
Seton Hall University 1992 — 1995
MA, Administration & Supervision
University of Connecticut 1975 — 1979
BA, Political Science
Kaizen Technology Partners June 2014 - Present
Open Spectrum Inc. January 2014 - Present
Quality Technology Services January 2010 - January 2014
HSBC May 2006 - December 2009
Vesta Corporation August 2004 - April 2006
Financial Research Associates 2003 - 2004
Skills
SaaS, Salesforce.com, Solution Selling, Data Center, Cloud Computing, Account Management, Strategic Partnerships, Business Development, Disaster Recovery, New Business Development, Colo, IaaS, Managed Services, Channel Partners, Storage, Virtualization, Co-location, Enterprise Software, Professional Services, Infrastructure, IT Operations, Leadership, Information Technology, Security, Networking
Education
Santa Clara University 1998 — 2002
Bachelor of Science, Psychology
JHS 1994 — 1998
B2B Bank August 2010 - Present
HSBC August 2009 - August 2010
TD Bank Group September 2008 - June 2009
TD August 2005 - September 2007
Skills
User Acceptance Testing, Business Requirements, Financial Services, Banking, Business Analysis, Retail Banking, Vendor Management, SDLC, Risk Management, Relationship Management, Requirements Analysis, Call Centers, PMO, Process Improvement, Change Management, Credit, Credit Analysis, Portfolio Management
Education
York University
Bachelor of Human Resources Management (BHRM)
Seneca College of Applied Arts and Technology
Business Management
Seneca College of Applied Arts and Technology
Business Administration
Bloomingdale's November 2010 - January 2014
HSBC February 1997 - October 2004
Skills
Business Analysis, User Acceptance Testing, Requirements Gathering, Business Requirements, Process Improvement, Risk Management, Credit Risk, Systems Analysis, Credit
Education
San Jose State University 1992 — 1996
BA, Education - Child Development
School Employees Credit Union of Washington 2003 - 2014
School Employees Credit Union of Washington 1995 - 2003
HSBC 1993 - 1995
University of Washington 1991 - 1993
Skills
HTML, Photoshop, Microsoft Excel, Research, Teaching, Accounting, English, Microsoft Word, Outlook, Windows, Microsoft Office, Customer Service, PowerPoint, Public Speaking
Education
Seattle University 1993 — 1995
Bachelor's degree, Finance, General
University of Washington 1991 — 1993
Pre-Law Studies
HSBC 2014 - Present
Canadian Tire September 2013 - September 2014
CIBC Mellon February 2012 - August 2013
CIBC Mellon September 2010 - February 2012
BMO Financial Group June 2008 - September 2010
BMO Financial Group January 2006 - April 2006
AUDITFINEXPERT May 2004 - September 2004
Skills
Banking, Mutual Funds, Financial Services, Securities, Business Analysis, Requirements Gathering, Business Requirements, Process Improvement, Investments, Software Documentation, Financial Analysis, Portfolio Management
Education
University of Toronto 2006 — 2010
BA, Economics and Management, International relations
Seneca College of Applied Arts and Technology 2003 — 2006
Business Administration, Financial Planning
Wells Fargo July 2013 - Present
Capital One May 2012 - July 2013
HSBC January 2010 - May 2012
HSBC July 2008 - January 2010
HSBC August 2005 - June 2008
HSBC March 1999 - August 2005
Site Technologies 1992 - 1999
Skills
Mergers, Financial Services, Financial Modeling, Accounting, Corporate Development, Project Management, Analysis, Analytics, Business Analysis, Business Development, Finance, Financial Planning, Internal Controls, Leadership, Management, Portfolio Management, Project Planning, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Strategy
Education
San Jose State University
BS in Business Administration, Accounting
HSBC March 2004 - Present
HSBC January 2004 - Present
First Data International Incorporated January 1992 - January 2004
Skills
Business Analysis, Financial Services, Credit Cards, Banking, SDLC, Software Project..., Vendor Management, Process Improvement, IT Strategy, Visio, Business Requirements, Requirements Gathering, Requirements Analysis, Project Portfolio..., Software Development
Education
American Institute of Banking
Seminole State College of Florida
American Express July 2015 - Present
American Express May 2013 - July 2015
American Express January 2008 - May 2013
HSBC April 2002 - November 2004
Skills
Credit Risk, Analytics, SAS, Credit Cards, Statistical Modeling, Risk Management, Financial Services, Banking, Financial Risk, Analysis
Education
University of Chicago
Master of Science (M.S.), Statistics
Seoul National University
Master of Business Administration (MBA), Finance
Mega Capital Funding Inc December 2013 - Present
Lenderfi.com March 2013 - October 2013
Bank of America August 2009 - February 2013
Los Angeles County April 2008 - August 2009
Shearson Home Loans March 2006 - March 2008
Prospect Mortgage, LLC July 2005 - March 2006
Bank of America April 2004 - June 2005
HSBC August 2003 - April 2004
Bank of America March 1998 - July 2003
JPMorgan Chase February 1997 - February 1998
Skills
Risk Management, Loans, Credit Risk, Mortgage Lending, Banking, Credit, Financial Risk, Financial Analysis, Credit Analysis, Underwriting, Finance, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Lending, Mortgage Underwriting, Residential Mortgages
Education
San Jose State University 1997 — 2000
M.A. DEGREE, INFORMATION SCIENCE
UNIVERSITY OF CALIFORNIA AT LOS ANGELES 1979 — 1985
B. A. DEGREE, Double Majored in Economics and Japanese
Divco West Real Estate Services February 2013 - Present
Hewlett Packard - Autonomy May 2012 - February 2013
Bay Area Technology Management May 2010 - May 2012
LiveVox February 2008 - September 2009
Vayama August 2007 - January 2008
Battelle January 2007 - May 2007
HSBC December 2005 - May 2007
Bank of America 2002 - 2005
Skills
Data Center, System Administration, Active Directory, Windows, Mac OS X, Troubleshooting, Linux, Network Security, Firewalls, VMware, Cisco Technologies, Routers, Wireless Networking, OS X, Microsoft Exchange, Windows Server, Servers, Technical Support
Education
San Francisco State University 2004 — 2007
BS, Computer Info System
HSBC August 2012 - Present
2009 Chinese Bible Mission Church June 2008 - Present
Skills
Microsoft Office, Guitar, Chinese, Social Media, PowerPoint, Social Media Marketing, Advertising, Microsoft Excel, Marketing, Facebook, Market Research, Photoshop, Microsoft Word, Marketing Communications
Education
University of California, Riverside 2010 — 2012
Business Administration, Business Marketing
Santa Monica College 2008 — 2010
Liberal Art, Business
Zappos Family of Companies January 2012 - Present
Bank of America January 2011 - January 2012
Provident Bank June 2010 - December 2010
U.S. Bank May 2009 - April 2010
Alltel Wireless March 2007 - March 2009
HSBC April 2006 - January 2007
Rediff.com May 2004 - February 2006
Skills
Requirements Gathering, Requirements Analysis, Gap Analysis, SDLC, Visio, Waterfall, Agile Methodologies, JAD, Business Analysis, UML, RUP Methodologies, JavaScript, Core Java, HTML, ePortfolio, BRD, GAAP, SOX Compliancy, RTM, Use Case Analysis, RequisitePro, MS Project, Rational Rose Real Time, QTP, SME Consulting, Microsoft Office, Java, Software Development, Testing, Cloud Computing, Wireless, Business Objects
Education
San Jose State University 2009 — 2010
Master of Business Administration (MBA), Information Technology, A
South Gujarat University 2001 — 2004
Bachelor of Technology (BTech), Computer Engineering, A
ESolutions Integrated Inc. August 2011 - Present
Pacific Care Health Systems February 2009 - August 2011
Medco February 2007 - January 2009
HSBC December 2003 - July 2005
Skills
Windows..., C, C++, Java, VB, .Net,..., Oracle 7.X, 8i, 9i,..., QTP (Quick Test..., Mercury Quality Center/..., Java Script, VB Script,..., Unit, Integration,...
Education
University of California, Los Angeles
Master of Science in Computer Science, Computer Sc
Saurashtra University
Bachelor of Engineering in Information Technology, Information Technology
HFS Federal Credit Union January 2008 - Present
HSBC 1987 - 2007
Skills
Loans, Credit Analysis, Credit Risk, Portfolio Management
Education
Western CUNA Management School 2011 — 2013
Honors Graduate - Management
San Diego State University-California State University 1980 — 1985
Bachelor's degree, Finance
HSBC March 2011 - April 2011
Education
University of California, Los Angeles 2013 — 2015
Bachelor's degree, Business/Managerial Economics
Santa Monica College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General
Multilateral Investment Guarantee Agency (MIGA) July 2012 - Present
HSBC February 2011 - June 2012
HSBC January 2010 - December 2010
Société Générale January 2009 - May 2009
Société Générale June 2008 - December 2008
Skills
Financial Analysis, Financial Modeling, International Finance, Development Financing, Underwriting, Structured Finance, Credit Enhancement, Emerging Markets, Project Finance
Education
Sciences Po 2004 — 2009
Master's degree
University of Warwick 2006 — 2007
N/A (year abroad)
IVEST Consumer Partners July 2015 - Present
Character Capital Inc May 2015 - Present
HSBC May 2015 - August 2015
Lawyers' Rights Watch Canada July 2014 - May 2015
Five Summers Education Group June 2013 - August 2013
Education
Sauder School of Business 2013 — 2017
Burnaby North Secondary School 2008 — 2013
DBS Bank March 2011 - November 2013
HSBC September 2006 - January 2011
CBS Corporation September 2003 - April 2004
Skills
Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Commercial Mortgages, Residential Mortgages, Credit Analysis, Loans, Credit, Commercial Lending, Investments, Portfolio Management, Consumer Lending, Leadership, Loan Origination
Education
Santa Clara University - Leavey School of Business 2003 — 2005
Bachelor's degree, Business Administration and Management, General