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
Looking for the next challenge and job opportunity August 2014 - Present
Capital One May 2012 - August 2014
HSBC June 2010 - May 2012
HSBC June 2003 - June 2010
Skills
Masters Certificate in..., OSHA, Essentials of Cal/OSHA..., Forklift Driver Trainer, Project Management, Training, PMP, Program Management, Change Management, Management, Process Improvement, Customer Satisfaction, Six Sigma, Contract Negotiation, Budgets, Inventory Management, Risk Management, Business Development, Analysis, Business Analysis, Cross-functional Team..., Leadership, Vendor Management, Business Process...
Education
Micro Train 2015 — 2015
PMP Certification Exam Preparation Class, Project Management
MicroTrain 2014 — 2015
Six Sigma Green Belt, Six Sigma Green Belt Certification
Capital One 2014 — 2014
Certificate, Agile Project Management
The George Washington University - School of Business 2010 — 2011
Master's Certificate in Project Management, Project Management
Western Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HSBC June 2014 - Present
L'Oréal March 2014 - June 2014
Amazon October 2013 - January 2014
L'Oréal September 2012 - September 2013
NATIONAL STUDENT ADVERTISING COMPETITION December 2011 - May 2012
THELADDERS.COM June 2011 - August 2011
THE BREASTFEEDING CENTER FOR GREATER WASHINGTON September 2009 - December 2009
BATTERY DANCE COMPANY June 2009 - August 2009
Skills
Advertising, Marketing, Social Media, Event Planning, Public Speaking, Research, Microsoft Office, Market Research, Spanish, Writing, Social Media Marketing, E-commerce, Creative Direction, Marketing Strategy, Budgets, Facebook, Digital Marketing, Integrated Marketing, Email Marketing, Marketing Communications, Project Management, Competitive Analysis, Product Marketing, Product Development, Relationship Management, Building Brand Awareness, Data Analysis
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Marketing
IES Barcelona 2010 — 2010
The Bronx High School of Science 2004 — 2008
CSNA (North America) Agency Co., Inc 2011 - 2012
HSBC May 2009 - April 2011
University at Buffalo September 2008 - December 2008
Skills
Visual Basic, SQL, Lightroom
Education
The George Washington University 2012 — 2013
Master of Science (M.S.), Management Information Systems, General
University at Buffalo 2008 — 2011
Bachelor of Science (BS), Finance, General
University at Buffalo 2008 — 2011
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
HSBC June 2013 - Present
UBS Investment Bank 2011 - June 2013
UBS Investment Bank 2005 - 2011
Yoran Associates June 2004 - December 2005
Booz Allen Hamilton November 2002 - June 2004
Skills
Business Transformation, Process Engineering, Program Management, Strategic Planning, Corporate Governance, Risk Management, Client Onboarding, Client and Account Data, Outsourcing, Offshoring, SDLC, Anti Money Laundering, Regulatory Reform, Vendor Management, Data Governance
Education
The George Washington University 1999 — 2005
Master of Science, Engineering Management, Systems Engineering
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase & Co. June 2015 - Present
The Palms of Treasure Island 2010 - Present
Nielsen September 2011 - May 2015
HSBC March 2009 - September 2011
HSBC August 2005 - March 2009
CoreLab Partners, Inc. (formerly RadPharm March 2004 - May 2005
MphasiS Consulting September 2003 - January 2004
Merrill Lynch November 2001 - August 2003
Merrill Lynch April 2000 - October 2001
Merrill Lynch June 1997 - March 2000
Skills
Software Project..., Program Management, SDLC, PMP, Business Analysis, Requirements Analysis, PMO, Vendor Management, Six Sigma, Project Portfolio..., Technology Management, Management, ERP, Project Management, IT Strategy, Resource Management, MS Project, Visio, Software Development, Business Process
Education
The George Washington University
Master's, Project Management
State University of New York at Albany 1995 — 1997
MBA, Management Science and Information Systems
The University of Texas at Austin 1992 — 1995
B.S, Computer Sciences
American Academy Larnaca
HSBC Securities May 2013 - Present
HSBC July 2009 - May 2013
HSBC April 2011 - November 2011
HSBC July 2006 - January 2009
Skills
Wealth Management, Retail Banking, Banking, Mortgage Lending, Commercial Banking, Credit, Private Banking, Credit Risk, Portfolio Management, Loans, Cross Selling, Investment Advisory, Credit Analysis, Investments, Mutual Funds, Consumer Lending, Holistic Financial..., Strategic Financial..., Wealth, Retirement Planning, Relationship Management, Financial Services, Series 63, Series 7, Mortgage Banking, Insurance, High Net Worth..., Series 6, Securities, AML
Education
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Patriot Capital May 2008 - Present
HSBC August 2005 - May 2008
Wells Fargo 1994 - 2005
Bank of America 1979 - 1994
JPMorgan Chase 1984 - 1987
Skills
Capital Markets, Mezzanine, Buyouts, Mergers, Private Equity, Recapitalizations, Investments, Portfolio Management, Equities, Mergers & Acquisitions, Banking, Valuation, Due Diligence, Funding, Loans, Finance, Corporate Finance, Mutual Funds, Investment Banking, Venture Capital, Acquisitions, Capital, Middle Market, Private Placements, Leveraged Finance, Corporate Development, M&A experience, Financial Modeling, Financial Analysis, Credit
Education
The College of William and Mary - The Mason School of Business 1976 — 1978
MBA, Finance Concentration
University of Virginia 1970 — 1974
BA, History
Canisius High School 1966 — 1970
College Prep, Science Honors program
Johnson Controls Inc. 2011 - Present
Sears Holdings 2008 - 2011
Danaher Corp., Product Identification 2008 - 2008
HSBC 2006 - 2008
HRDS Inc. 2004 - 2006
Skills
International Law, Corporate Governance, Corporate Law, Employment Law, Licensing, Intellectual Property, Commercial Litigation, Litigation, Legal Assistance, Bankruptcy, Joint Ventures, Privacy Law, Litigation Management, Mergers, Internal Investigations, Contract Negotiation, Restructuring, Franchising, Legal Advice, Real Estate, Mergers, Mergers & Acquisitions, Management, Cross-functional Team..., Strategy
Education
The John Marshall Law School 2001 — 2003
JD, Transactional, International law
University of California, Berkeley 1997 — 1999
Bachelor of Arts (B.A.), History
Ernst & Young, LLP September 2013 - Present
Ernst & Young, LLP March 2011 - August 2013
Protiviti July 2010 - March 2011
HSBC March 2006 - July 2010
Henderson & Lyman May 2000 - March 2006
Skills
Process Improvement, Loss Mitigation, Risk Management, Financial Services, Third Party Vendor..., Financial Risk, Mortgage Lending, Project Management, Mortgage Servicing, Financial Analysis, Internal Audit, Hedge Funds, Small Business Lending, Sarbanes-Oxley Act, Enterprise Risk..., Bankruptcy, Loans, Risk Assessment, Regulations, Internal Controls, Program Management, Auditing, Financial Reporting, Banking, Operational Risk, Securities, Due Diligence, Operational Risk..., Marketing, Executive Management, Management, Financial Modeling, Business Process..., Financial Regulation, Mortgage Banking, Valuation, Vendor Management
Education
The John Marshall Law School 2000 — 2003
Juris Doctor
University of Dayton 1996 — 2000
Bachelor of Science, Biology
William Fremd High School, Palatine
Frontier Communications April 2014 - Present
M&T Bank 2010 - 2012
HSBC March 1997 - September 2010
Skills
Training, Team Leadership, WAN, Networking, Project Management, Data Centre Architecture, Change Management, LAN-WAN, Structured Cabling, Electricity, Fiber Optics, Floorplanning, Servers
Education
Erie Community College 1994 — 1996
Associate of Science (A.S.), Computer Information Systems, 3.8 GPA
The George Washington University 2008 — 2010
Associates, Project Management
EY January 2015 - March 2015
College of William and Mary September 2014 - December 2014
College of William and Mary September 2014 - December 2014
College of William and Mary February 2012 - April 2014
Jamestown Hall Council September 2013 - December 2013
College of William and Mary January 2013 - December 2013
College of William and Mary March 2012 - January 2013
HSBC June 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Program Management, Stata, SPSS, Analysis, Research, Microsoft Word, Statistics, Event Planning, Data Analysis, Teamwork, Leadership, Economics, Accounting, Teaching, Editing, Finance
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master of Accounting, Accounting
The College of William and Mary 2011 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.7
The University of Manchester 2014 — 2014
Exchange Student
Yonsei University 2013 — 2013
Summer Program, 3.77
Northeast Yucai Foreign Language School 2008 — 2011
High School
Oil City Area Senior High School 2007 — 2008
Exchange Student
Notheast Yucai Foreign Language School 2004 — 2007
Middle School
About.com January 2014 - July 2014
Citi February 2013 - December 2013
Atoll Financial Group, Inc. February 2012 - January 2013
Youngblood Capital Group, LLC September 2010 - December 2010
HSBC August 2007 - May 2009
Skills
Financial Modeling, Valuation, Hedge Funds, SAS, Bloomberg, SQL, Market Analysis, Excel, Matlab, Word
Education
The George Washington University - School of Business 2009 — 2011
Master's degree, Finance
Wuhan University 2003 — 2007
Bachelor's degree, Financial Engineering
HSBC June 2014 - Present
HSBC April 2012 - June 2014
HSBC August 2010 - April 2012
Career and Community Studies, The College of New Jersey January 2008 - August 2010
Ortho Clinical Diagnostics December 2008 - August 2009
Four Seasons Car Wash October 2005 - August 2008
Skills
Leadership, Project Management, Financial Analysis, Financial Reporting, Banking, Business Analytics, PeopleSoft, Leadership Development, Process Improvement, Information Management, Data Management, VBA, SQL, Quantitative Research, Organizational..., BO Web Intelligence, Business Strategy
Education
The College of New Jersey 2006 — 2010
Bachelor of Science in Business Administration, Finance
HSBC 2007 - Present
Skills
Software Project..., Project Management, Requirements Analysis, Quality Assurance, SDLC, Test Management, Regression Testing, Business Analysis, Testing, Quality Center, User Acceptance Testing, Process Improvement, PMO, Software Development, COBOL, DB2, Mainframe, Software Documentation, Requirements Gathering, Databases, CICS, Risk Management, VSAM, Test Strategy, Systems Analysis, Business Requirements, MS Project, Change Management, Financial Systems..., Resource Management, Project Delivery, PMP, Business Intelligence, Vendor Management, Agile Methodologies, Scrum, Credit Cards, Finance, Test Automation, Test Planning, System Testing, Manual Testing, HP QTP, iTKO LISA, CA Clarity, Test Metrics, Matrix Management, Quality Management, Selenium Testing, IT Governance
Education
The George Washington University 2004 — 2006
Master's degree
GAMA FILHO UNIVERSITY 1990 — 1994
Bachelor's Degree
SESAT UNIVERSITY 1984 — 1987
Associate's Degree
CB&I June 2015 - Present
MetricStream May 2014 - April 2015
Ryan Security Consulting, LLC February 2008 - January 2015
HSBC November 2010 - May 2014
Chicago Transit Authority July 2009 - October 2010
Emerson Electric Co. 2008 - 2009
Molex 2005 - 2008
Molex 2000 - 2005
Capital One 1998 - 2000
Capital One 1997 - 1998
Skills
CISM, PCI DSS, CISA, Risk Assessment, Compliance, CISSP, ISO 27001, Governance, Information Security..., COBIT, Compliance Management, Risk, Information Security..., Information Security, Security, Security Awareness, Financial Risk, IT Audit, Security Policy, Vulnerability Management, Firewalls, Information Technology, Leadership, Sarbanes-Oxley Act
Education
The Citadel 1978 — 1982
Math / Computer Science, Math / Computer Science
GO2 Partners March 2015 - Present
Pitney Bowes February 2012 - November 2013
HSBC April 2005 - May 2009
Skills
SQL 2008 Server, Crystal Reports, VBA, Visual Studio, microsoft office 2010, SAS/SQL, Oracle SQL, JDBC, Java, JSP, JavaScript, SSL, TCP/IP, ISO, Windows Server 2003, Microsoft Windows..., Access, C++, Windows Server, SAS programming, Microsoft SQL Server, Office 2010, Software Documentation, Business Analysis, Microsoft Office, Team Building, Management, Process Improvement
Education
DeVry University 2011 — 2015
Bachelor's Degree, Technical Management, 3.86 GPA
MicroTrain Technologies 2011 — 2011
Developer/ Database Administrator – MCTS SQL 2008
The George Washington University 2006 — 2008
Masters Certificate in Information Technology Project Management
Chubb Technical Institute 2000 — 2002
Corporate Programming and Web Page Design
Otsuka Pharmaceutical Companies (U.S.) January 2013 - June 2015
Novo Nordisk A/S June 2010 - December 2012
SER RPO Consulting, LLC June 2006 - December 2010
Bausch & Lomb December 2008 - May 2010
BlueChipSearch Consulting October 2007 - September 2009
Catalent Pharma Solutions October 2007 - November 2008
Unum June 2007 - October 2007
HSBC June 2006 - May 2007
Skills
Executive Search, Strategy, Recruiting, Pharmaceutical Industry, Internet Recruiting, Biotechnology, Strategic Planning, Business Intelligence, Staffing Services, Technical Recruiting, Market Research, Lifesciences, CRO, SharePoint, Social Media Marketing, Corporate Recruiting, Digital Strategy, RPO, Boolean Searching, CRM Integration, SAP ERP, Social Media Strategy, virtual recruiting, OBIEE, talent pipelining, Avature, Quantitative Finance, Client/Hiring Manager..., predictive analytics, Marketing analytics..., Pharma recruiting, Pharmaceutical..., IT Sourcer, life sciences recruiting, pharmaceutical sales..., Semantic Search, recruiting metrics, virtual recruitment, CMO, contract recruiting, Clinical Recruiting, LinkedIn Recruiter, GCP Recruitment, iCIMS, Screening, Life Sciences, CRM, Hiring, Medical Devices
Education
The George Washington University
BA, Psychology
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - February 2015
TD February 2013 - July 2014
HSBC July 2010 - August 2012
New York Life September 2008 - July 2010
Apple Federal Credit Union July 2005 - August 2008
Booz Allen Hamilton December 2004 - October 2005
Skills
Banking, Financial Services, Leadership, Loans, Credit, Insurance, Portfolio Management, Retail Banking, Bloomberg, Management, Management Consulting, Financial Analysis, Finance, Credit Analysis, Retirement Planning, Relationship Management, Sales, Cross Selling, Wealth Management
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Falls Church High School 2002 — 2006
Advanced High School Diploma
University of Rochester, Parametric Imaging Research Lab January 2014 - Present
University of Rochester September 2014 - December 2014
HSBC July 2011 - July 2012
Skills
Matlab, C++, Java, C, English, Research, SQL, Python, Machine Learning, OpenCV, SPSS, Microsoft Excel, Microsoft Word, PowerPoint, Solidworks, Unix Shell Scripting, CSS, RESTful WebServices, JavaScript, Multithreading, Cantonese, Mandarin
Education
The Hong Kong Polytechnic University 2008 — 2013
Bachelor's Degree, Electrical and Electronics Engineering
University of Rochester
Master's Degree, Electrical, Electronics and Communications Engineering
The High School attached to Yunnan Normal University
IDC Technologies, Inc. 2015 - Present
HSBC 2009 - 2015
HSBC 2008 - 2015
HSBC 2003 - 2009
Covansys 1997 - 2003
Pinellas County School Board 1993 - 1997
Skills
SDLC, PMP, Project Management, Business Analysis, Requirements Management, Project Planning, Testing, Communication, Project Governance, Microsoft Office, COBOL, CICS, JCL, HP Quality Center, Easytrieve, z/OS, HP Exstream, Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Software Project..., Visio
Education
University of South Florida
Bachelor of Science (BS), Information Systems and Decision Science
The George Washington University - School of Business
Master’s Certificate in Information Technology Project Management
The George Washington University - School of Business
Associate’s Certificate in Information Technology Project Management
The George Washington University - School of Business
Certified Business Analyst
PMI International
PMP Certification
SRA International October 2012 - Present
University of Maryland June 2009 - September 2012
University of Maryland August 2004 - June 2009
National Institute of Standards and Technology June 2005 - August 2006
California Institute of Technology June 2003 - August 2003
HSBC June 2001 - July 2001
Skills
Machine Learning, Mathematical Modeling, Mathematica, Python, LaTeX, R, Fortran, Theoretical Physics, Chinese, C++, Condensed Matter Physics, Excel, Monte Carlo Simulation, Calculus, SQL, Hong Kong, Mathematical Physics, Computational Physics, Scientific Writing, Data Mining, Applied Mathematics, Quantum Optics, Stochastic Calculus, Object Oriented Design, Public Speaking, Java, Community Outreach, Social Networking, Information Retrieval, Natural Language..., Differential Equations, Statistical Physics, Volunteer Management, Multi-threaded..., Liquid Crystals, Scientific Programming, CGI programming, Team Leadership, Dynamic Programming, Functional Programming, JSON, XML, Hidden Markov Models, Octave, PostgreSQL, Knitr, Microsoft Excel, Scala, Business Intelligence, Data Analysis
Education
University of Maryland College Park 2004 — 2012
Doctor of Philosophy (Ph.D.), Theoretical Condensed Matter Physics, 3.62/4.00
The Chinese University of Hong Kong 2001 — 2004
Bachelor's Degree, Physics and Mathematics, 3.52/4.00 (Major 3.73)
Booz Allen Hamilton July 2013 - Present
Booz Allen Hamilton December 2009 - Present
Northrop Grumman July 2008 - December 2009
HSBC June 2007 - August 2007
First National Bank May 2006 - August 2006
Skills
Analysis, Financial Analysis, Business Analysis, Finance, Training, Program Management, Business Process..., Analytics, Process Improvement, Marketing, Management Consulting, Data Analysis, Risk Management, Strategy, Policy
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
MBA, Finance
Alliance Francaise 2009 — 2012
French Language Studies
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration, Marketing/Finance/Dance
Twitter May 2015 - August 2015
Microsoft June 2014 - August 2014
HSBC July 2012 - August 2012
Skills
Data Mining, Java, C++, C#, Python, Scala, Spark, HBase, Hadoop, VBA, Matlab, SQL, Eclipse, Microsoft Excel, Microsoft Access, MySQL, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master's Degree, Computer Science, 4.0 / 4.0
The Hong Kong University of Science and Technology 2010 — 2014
Bachelor's Degree, Computer Science & Mathematics, First Class Honors, CGA: A-
University of Toronto 2013 — 2013
International Exchange Student, Computer Science & Mathematics, 3.88 / 4.0
The Affiliated High School of South China Normal University 2004 — 2010
High School Diploma, Science, 669
ViaSat October 2012 - Present
EISI May 2003 - September 2012
HSBC February 2000 - May 2003
Household International June 1997 - February 2000
ACC Consumer Finance July 1996 - June 1997
Skills
Budgeting, Risk Management, Requirements Analysis, Credit, MS Project, Program Management, Project Planning, Project Implementation, Project Portfolio..., Software Project..., Process Improvement, Project Finance, Project Execution, Project Delivery, JIRA, Open Air, Risk Mitigation, Credit Risk, SmartOffice, Salesforce.com, Budgets, Project Management, SharePoint, Management, Agile Methodologies, Scrum, Vendor Management, Integration, Business Analysis, SDLC, Software Documentation, Quality Assurance
Education
The George Washington University 2005 — 2010
School of Business, Information Technology Project Management
University of Phoenix 1997 — 2000
MBA, Masters of Business Administration
University of California, San Diego 1989 — 1994
BA, Psychology
Capital One January 2015 - Present
Capital One June 2013 - Present
Capital One May 2012 - June 2013
HSBC March 2012 - April 2012
HSBC March 2010 - March 2012
HSBC July 2007 - March 2010
CCC Information Services May 2006 - August 2006
Education
The College of Wooster 2003 — 2007
BA, Communication Studies
New Trier High School 1999 — 2003
Dell June 2015 - Present
DLF May 2013 - April 2014
Metso Minerals April 2011 - April 2013
ABC Consultants, New Delhi March 2011 - March 2011
ABC Consultants November 2010 - March 2011
Dabur India Limited July 2009 - August 2009
HSBC July 2008 - August 2008
Skills
Employee Relations, Performance Management, Human Resources, Talent Acquisition, Sourcing, Employee Engagement, Team Management, HR Policies, Talent Management, Technical Recruiting, Executive Search, Recruiting, Organizational Design, Strategic HR, Telecommunications, Leadership, Workforce Planning, Personnel Management, Retail, Start-ups, Contract Negotiation, Microsoft Word, Data Analysis, Infrastructure, Recruitment Advertising, Hiring Practices, Management, Training, Project Management, Business Development
Education
The George Washington University - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management
University of Warwick - Warwick Business School 2007 — 2010
BSc Management (Hons.), Business Management
Delhi Public School, Rohini 2001 — 2007
Commerce
UBS Financial Services Inc. April 2012 - Present
IOMEDIA January 2012 - March 2012
HSBC June 2010 - November 2011
JWT May 2009 - June 2010
imc² June 2007 - May 2009
UnitedHealth Group February 2006 - June 2007
Draft Worldwide October 2004 - February 2006
Skills
Account Management, Integrated Marketing, Digital Marketing, CRM, Leadership, Marketing Strategy, Strategic Planning, Cross-functional Team..., Project Management, Marketing Communications, New Business Development, Entrepreneurship, Interactive Marketing, Marketing, Direct Marketing, Advertising, Digital Strategy, Competitive Analysis
Education
The College of William and Mary - The Mason School of Business 2000 — 2004
BBA, Marketing
JAMISON EATON & WOOD, INC. June 2012 - Present
BNY/MELLON 2006 - 2011
HSBC 2003 - 2006
LAZARD ASSET MANAGEMENT January 2001 - January 2003
JP MORGAN CHASE 1986 - 2001
CITICORP January 1984 - June 1986
Skills
Asset Management, Series 7, Wealth Management, Fixed Income, Liquidity, Hedge Funds, Investment Advisory, Prime Brokerage, Alternative Investments, Asset Managment
Education
The George Washington University
B.A, Political Science
Chase Manhattan Investment Banking Program
Chase Manhattan Wealth Management Certification Program
Citibank Credit training Program
Capital One February 2013 - Present
HSBC January 2011 - February 2013
JPMorgan Chase March 2007 - January 2011
JPMorgan Chase May 2007 - March 2009
New York Foundation for Senior Citizens September 2003 - April 2007
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Cross Selling, Portfolio Management, Series 63, Relationship Management, Financial Analysis, Series 6, Life & Health Insurance..., Foreign Languages, Credit Cards, Financial Services, Cash Management, Finance, Credit Risk, Banking, Credit, Loans, Investments, Mortgage Lending
Education
The College of New Jersey 1999 — 2003
Bachelor of Science, International Business/ Dean, 3.6 GPA
Expedia, Inc. June 2013 - Present
Expedia March 2013 - June 2013
GM Financial/AmeriCredit March 2010 - March 2013
Acclaim Yoga Studio 2011 - 2012
HSBC October 2008 - March 2009
HSBC 2004 - October 2008
HSBC September 1999 - January 2004
Gaudin Ford October 1997 - August 1999
Cashman Cadillac October 1993 - September 1997
Skills
Credit, Training, Banking, Relationship Management, Performance Management, Leadership Development, Team Building, Change Management, Organizational..., People Skills, Coaching, Call Center, sales, Sales Management, SPIN Sales Training, National Sales Training, call center sales, Automotive Sales..., automotive sales..., Call Centers, Sales, Automotive, Strategy, Organizational..., Business Development, Training Delivery, Workshop Facilitation, Leadership, Finance, Management, CRM, Customer Satisfaction, Risk Management, Consulting, Selling, Employee Training, Sales Process, Onboarding, Negotiation, Executive Management
Education
NCTC 2009 — 2011
Business Management
The Evergreen State College 1980 — 1982
Olympia Technical Community College
University of Phoenix
sociology
PwC June 2015 - Present
The Hackett Group May 2014 - May 2015
Deloitte Consulting May 2011 - April 2014
Oracle solution services India September 2008 - May 2011
HSBC July 2006 - August 2008
G. Surendra & Chartered Accountants August 2005 - June 2006
Lakshminiwas & Jain Chartered Accountants May 2002 - June 2005
Skills
EPM, HFM, Hyperion Enterprise, Hyperion Planning, Consolidation, Cognos, Essbase, Finance, Accounting, Management, Oracle, Hyperion HFM, OBIEE, Oracle E-Business Suite, Oracle Applications, Hyperion EPM, Business Intelligence, Hyperion Financial...
Education
The Institute of Chartered Accountants of India
Part qualified Accountant(PE-II), Finance
Metro Advisor Group June 2012 - Present
GMH Mortgage Services LLC December 2011 - June 2012
Community College of Allegheny County January 2004 - January 2012
Prime Lending - Plains Capital Bank October 2010 - December 2011
First Commonwealth Bank May 2009 - October 2010
Reliant Funding October 2007 - January 2009
Aegis Mortgage Corp February 2006 - August 2007
Homecomings Financial 2007 - 2007
HSBC 2004 - 2006
BB&T/Liberty Mortgage 2002 - 2004
Skills
Residential Financing, Commercial Financing, Sales Management, Account Management, Commercial Finance, Mortgage Lending, Loans, Finance, FHA, Mortgage Banking, Mortgage Underwriting, Credit Analysis, Insurance, Real Estate, Residential Mortgages, Commercial Mortgages, Refinance, Referrals, Investments, Banking, Investment Properties, Sales, Management, First Time Home Buyers, USDA, Real Estate Transactions, Training, Underwriting, Credit, Loan Origination, VA loans, Real Estate Financing, Reverse Mortgages, Loss Mitigation, Loan Servicing, New Business Development, Commercial Lending, Consumer Lending, Risk Management, Funding, Small Business, Residential Homes, Financial Risk, Small Business Lending, Commercial Real Estate, Commercial Banking, Portfolio Management, Credit Risk, Financial Structuring, Real Estate Economics
Education
The College of Wooster 1982 — 1986
BA, Economics
PCAOB September 2015 - Present
Cwp Consulting Inc. January 2015 - April 2015
Tulane University February 2014 - May 2014
HSBC December 2012 - April 2013
Bank of China June 2012 - August 2012
Skills
Finance, Investment Strategies, Financial Accounting, Microsoft Excel, Investments, Risk Management, PowerPoint, VBA, Analysis
Education
The George Washington University - School of Business 2014 — 2016
Master's degree, Accounting, 3.80/4
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, General, 3.52/4
KeyBank January 2013 - Present
HSBC March 1993 - September 2012
HSBC June 1988 - October 1993
HSBC August 1987 - June 1988
Skills
Finance, FX Options, Retail Banking, Banking, Financial Services, Relationship Management, Budgets, Risk Management, Credit Analysis, Back Office, Portfolio Management, Loans, Fixed Income, Customer Service, Credit, Mortgage Lending, Credit Risk, Financial Analysis, Business Analysis
Education
CBA Graduate School of Retail Bank Management University of Virginia 1997 — 1999
Diploma, Retail Banking
The College of Westchester
Business Adminstration-Accounting
Croda August 2013 - Present
HSBC May 2009 - August 2013
AIG Retirement Services November 2006 - February 2009
Coach June 2006 - October 2006
UBS Financial Services September 2003 - August 2005
CIBC World Markets April 2001 - February 2003
Datek Online Holdings Corp. August 1999 - April 2001
Skills
Corporate Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Performance Management, Interviews, HRIS, Human Resources, Onboarding, Screening, College Recruiting, Management, Taleo, Temporary Staffing, Career Development, Hiring, Internet Recruiting, Benefits Negotiation, Talent Management, Sourcing, Temporary Placement, Deferred Compensation, Executive Search, Succession Planning, Screening Resumes
Education
The College of New Jersey 1995 — 1999
Bachelor's Degree, Psychology
Deutsche Bank June 2011 - Present
Markit July 2009 - June 2011
Standard & Poor's February 2009 - June 2009
IntercontinentalExchange, Inc. June 2007 - November 2008
MarketAxess May 2000 - May 2007
HSBC January 1992 - March 2000
Skills
Electronic Trading, Fixed Income, CDS, Trading, Capital Markets, Derivatives, Hedge Funds, Trading Strategies, Credit Derivatives, Trading Systems, High Yield, Financial Markets, Securities, Credit
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
The George Washington University 1988 — 1990
BA, International Affairs / Minor - Economics
Poly Prep 1980 — 1986
High School
Su Casa July 2013 - Present
TEKsystems June 2006 - June 2013
HSBC May 2005 - May 2006
Bank of America February 1997 - February 2005
Skills
Business Analysis, Staffing Services, PeopleSoft, Leadership, Management, Training, Team Leadership, Talent Acquisition, Customer Service, Team Building, Project Management, Interviewing Skills, Mock Interviews, Product Marketing, Credit Cards, Credit Management, Contract Negotiation, A/R collections, Collections, Process Management
Education
The Community College of Baltimore County 2015 — 2019
Associate of Arts (AA), Interior Design
University of Delaware 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
HSBC April 2011 - Present
Huthwaite April 2006 - April 2009
ClearGauge January 2000 - April 2006
SERRINO TRADING January 1999 - January 2000
Skills
Vendor Management, Operations Management, Risk Management, Financial Services, Social Media, PMP, Project Planning, Change Management, People Skills, Problem Solving, Legal Compliance, Banking, Bankruptcy, Business Analysis, Strategic Planning, Management, Portfolio Management, Program Management, Strategy
Education
The George Washington University 2008 — 2009
Masters Certification, Project Management
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
HSBC February 2015 - Present
HSBC November 2006 - Present
PMI Global Conference 2012 2012 - 2012
HSBC 2000 - 2006
Skills
Project Management, Information Technology, IT consulting, EAI, SDLC, Software Project..., Business Analysis, Requirements Analysis, DB2, Websphere, SQL, Systems Analysis, Enterprise Architecture, Java, Visio, XML, COBOL, Solution Architecture, RAD, Offshoring, Java Application..., Training, Project Planning, Communications Planning, Software Implementation, Stakeholder Management
Education
The Chinese University of Hong Kong 1997 — 2000
Business Administration, Computer Science
High School
Hsbc Bank Of Canada January 2015 - Present
HSBC Bank Canada May 2008 - January 2015
HSBC March 2003 - April 2008
HSBC March 2000 - February 2003
Skills
Offshore Management, Release Management, SDLC, Requirements Gathering, Internet Banking, Software Project..., Waterfall, Agile Methodologies, Test Automation, Full SDLC, Business Analysis, Requirements Analysis, Quality Center, CA Clarity, User Acceptance Testing, PMP, Integration, PMO, IT Management, Agile Project Management, Scrum, Disaster Recovery, Systems Analysis, Solution Architecture, IT Strategy, Business Requirements, Data Warehousing, SharePoint, Oracle, COBOL, Vendor Management, Testing, Software Quality..., Enterprise Architecture, Resource Management, Project Portfolio..., Database Design, Visio, Business Process, Project Delivery, Visual Basic
Education
PMI 2005 — 2005
Project Management Professional (PMP)
The George Washington University - School of Business 2004 — 2005
Master of Project Management
Azad University of Tehran 1991 — 1996
B.Sc., Computer Engineering
CarFinance Capital June 2014 - Present
CarFinance.com July 2013 - Present
CarFinance.com February 2012 - Present
Valor March 2011 - February 2012
Valor November 2008 - March 2011
TJX April 2010 - February 2011
HSBC 2003 - October 2008
Valor Security Services October 2001 - November 2006
Wells Fargo 2001 - 2003
Wells Fargo 1999 - 2001
Skills
Loss Prevention, Customer Service, Training, Management, Account Management, Business Development, Credit Analysis, Credit Risk, Portfolio Management, Dealer Relationships, Credit, Sales, Finance, Sales Management, Banking, Security, Employee Training, Sales Operations, Human Resources, Leadership, Negotiation, Process Improvement, Call Centers, Risk Management, Customer Retention, Program Management, CRM, Retail, Loans, Insurance, Time Management, Team Building, Policy, Executive Management, Operations Management, Competitive Analysis, Security Management, Physical Security, Private Investigations, Forecasting, Profit, Financial Services, Loss Mitigation, Loan Origination, Underwriting, Relationship Management, Consumer Lending, Strategy, Financial Analysis
Education
Emergency Management Institute: Incident Command System for Law Enforcement 2011 — 2011
ICS-100 Incident Command System for Law Enforcement
Emergency Management Institute: National Incident Management System 2011 — 2011
IS-700.a National Incident Management System
The George Washington University 2008 — 2008
ISCS Terrorism Awareness Training
HSBC Training 2003 — 2008
Mesquite High School 1981 — 1984
Diploma, Basic
Citi October 2009 - Present
HSBC May 2002 - June 2009
BancTec August 1995 - May 2002
Marriott International September 1991 - August 1995
Pan American World Airways October 1985 - August 1991
Pan Am World Airways 1983 - 1991
Education
The College of New Jersey 1980 — 1984
BS, Computer Science
Morris Knolls 1977 — 1980
Signature Bank January 2012 - Present
Bank of Tokyo-Mitsubishi UFJ February 1998 - June 2011
HSBC January 1990 - October 1996
The Kowloon Motor Bus Company (1933) Limited July 1987 - September 1989
Skills
Microsoft Office, Excel, Words, Power..., Accounting, Auditing, Banking, Financial Reporting, Internal Audit, Risk Management, Sarbanes-Oxley Act
Education
The Hong Kong Polytechnic University 1982 — 1986
Accounting and Finance Degree, Financial and Management Accounting Dipolma
Service Partners August 2015 - Present
Capital One 2012 - 2015
HSBC 2006 - 2012
Skills
Project Management, Business Analysis, Management, Process Improvement, Leadership, Analysis, Risk Management, Vendor Management, Cross-functional Team..., Project Portfolio..., Business Process..., Program Management, Team Leadership, Call Centers, SDLC, Planview, Microsoft Excel, Operations Management, Microsoft Word, Change Management, ITIL, Programme Delivery, Product Management, PMO, Strategic Leadership, Process Reengineering, Communication, Conflict Resolution, Procedures, Gap Analysis, Organization Skills, Process Alignment, Analytics, Team Building, Financial Services, Banking, Budgets, Customer Service
Education
University of Richmond 2015 — 2018
Master of Business Administration (M.B.A.), Business Administration and Management, General
The George Washington University - College of Professional Studies
Certificate Masters Certificate in Project Management
San Jose State University Professional Development
Certificate Program and Project Management
University of Phoenix, Santa Clara
Bachelor's Degree, Business Administration
Citizens Bank June 2015 - Present
TD Bank June 2014 - June 2015
Citizens Bank October 2012 - June 2014
Citizens Bank May 2009 - September 2012
HSBC June 1999 - April 2009
Beneficial/HFC May 1997 - June 1999
Harpoon Brewery August 1996 - March 1997
Suburban Athletic Club May 1996 - July 1996
Suburban Athletic Club May 1994 - May 1996
World Cup USA, Inc January 1994 - June 1994
Skills
Consumer Lending, Banking, Coaching, Leading Change, Customer Experience, Sales Management, Financial Services, New Business Development, Sales, Cold Calling, Craft Beer, Credit, Fantasy Football, Leadership, Loans, Management, Mortgage Lending, Recruiting, Refinance, Underwriting, Retail Banking, Cross Selling
Education
University of Massachusetts, Amherst 1994 — 1996
Bachelor of Science, Sport Management
The George Washington University 1992 — 1994
Exercise Science; Sport Marketing
HSBC North America February 2013 - Present
HSBC August 2009 - February 2013
India June 2004 - August 2009
Tata Tea Limited August 1993 - June 2004
Skills
Banking, Risk Management, Financial Modeling, Financial Analysis, Business Process..., Internal Audit, Financial Reporting, Relationship Management, Change Management, Finance Process &..., Leadership
Education
The Institute of Chartered Accountants of India 1989 — 1992
Chartered Accountant, Accounting and Finance
Presidency College, Calcutta, India
Bachelor of Science (B.Sc.)
Don Bosco School, Calcutta, India
Anthem 2014 - 2015
Career Prospectors 2014 - 2014
Capital One 2012 - 2014
Capital One 2012 - 2013
HSBC 2003 - 2011
Capital One Financial 1999 - 2002
IBM Argentina March 1996 - July 1997
Skills
PMP, Cross-functional Team..., Software Project..., Project Management, Business Process, Strategy, PMO, Risk Management, Change Management, Leadership, CRM, Management, SDLC, Agile Project Management, Certified Scrum Master..., Vendor Management, Credit Cards, Business Analysis, Project Portfolio..., Project Planning, Program Management, Team Building, Process Improvement, Data Center, Financial Services, Software Documentation, Business Process..., Public Speaking, Requirements Gathering, IT Management, Banking, Visio, Business Requirements, Consulting, Call Centers, IT Strategy, Requirements Analysis, Project Delivery, Analytics, Business Intelligence, Integration, Governance, Resource Management, Outsourcing, Business Transformation, Workshop Facilitation, MS Project, Portfolio Management, Business Process..., Training
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business Administration
The George Washington University
Master's Certificate In Project Management
Universidad de Buenos Aires
Bachelor in Computer Sciences, Management Information Systems
HSBC April 2012 - Present
HSBC March 2011 - April 2012
HSBC Private Bank September 2005 - March 2011
RBC Royal Bank September 2003 - September 2005
ADP July 2002 - September 2003
RBC Capital Markets April 2001 - August 2001
Skills
Competitive Analysis, Business Analysis, Customer Experience, Performance Management, Digital Banking, Multi-Channel Banking, Strategic Planning, Leadership, Project Management, Channel Enablement, Business Change..., Operational Execution, Staff Mentoring, Relationship Developer, Digital Marketing, Vendor Management, IT Management, CRM, Internet Banking, Change Management, Mobile Devices, Banking, Risk Management, Business Process..., Process Improvement, Requirements Analysis, SDLC, Business Development, Team Leadership
Education
The George Washington University - School of Business 2008 — 2010
Master's Certificate
Project Management Institute 2009 — 2009
PMP Credential
HSBC Six Sigma 2006 — 2006
Green Belt
University of Waterloo 1998 — 2002
B.Sc.
MidFirst Bank January 2014 - Present
MidFirst Bank August 2010 - Present
MidFirst Bank February 2009 - August 2010
HSBC June 2003 - February 2009
Skills
Sales, Credit Analysis, Selling, Sales Management, Risk Management, Credit, Banking, Account Management, Customer Service, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Business Development, Relationship Management, Consumer Lending, Mortgage Banking, Retail Banking, Finance, Leadership, Team Building, Branch Management, Business Planning, Sales Process, Deposits, Branch Banking, Cross Selling, Mortgage Lending, Lines Of Credit, Treasury Management, Credit Risk, Loan Origination, Customer Retention, Portfolio Management, New Business Development, Financial Risk
Education
The Evergreen State College 1997 — 1999
BA, Business
Grays Harbor College 1995 — 1997
Associate of Arts, General Studies
Foreground Security July 2015 - Present
The Eloquens Group, LLC May 2010 - Present
Foreground Security July 2014 - July 2015
Four Winds Interactive July 2013 - July 2014
Four Winds Interactive May 2012 - June 2013
Four Winds Interactive February 2011 - May 2012
Baker Consulting, LLC January 2007 - December 2008
HSBC November 2004 - January 2007
Independent Contractor February 2003 - December 2004
Alberto-Culver Company September 2001 - February 2003
Skills
Social Media, Social Media..., Social Media Marketing, Digital Media, Agile Project Management, Project Management, Scrum, Business Process, Enterprise Software, Change Management, Program Management, Leadership, Integration, Professional Services, Management, Business Analysis, Process Improvement, Business Process..., Software Documentation, Product Management, Vendor Management, CRM, Cross-functional Team..., Team Leadership, Business Intelligence, Enterprise Architecture, Contract Management, Marketing, Technical Writing, Strategic Planning, Purchasing, PMO, Proposal Management, Proposal Writing, Proposal Support
Education
The George Washington University 1989 — 1993
Bachelor of Arts, International Affairs
Marple Newtown Senior High School 1986 — 1989
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
KPMG US October 2014 - Present
KPMG Global Delivery Center September 2013 - September 2014
HSBC January 2012 - July 2013
C.K.DHANANI & Co. November 2010 - December 2011
SUSHIL KUMAR SHARMA & Co. October 2007 - October 2010
Skills
Auditing, Accounting, SOX 404, Team Management, Microsoft Office, Microsoft Excel
Education
The Institute of Chartered Accountants of India 2007 — 2012
Chartered Accountant, Accounting and Related Services
St. Xavier's College, Kolkata 2000 — 2005
High School and Bachelor of Commerce (B.Com.), Accounting
George Washington University August 2015 - Present
Global Paper Link June 2014 - July 2015
JetPrivilege (Jet Airways) March 2014 - June 2014
KPMG India May 2011 - January 2014
HSBC April 2010 - May 2010
India Today - Reader's Digest November 2009 - December 2009
Skills
Accounting, Auditing, Business Analysis, Business Strategy, Finance, Financial Modeling, Financial Reporting, Financial Analysis
Education
The George Washington University - School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Mumbai (H.R. College of Commerce & Economics) 2011 — 2013
Master's Degree, Accounting
University of Mumbai (K.C. College of Arts, Science and Commerce) 2008 — 2011
Bachelor's Degree, Accounting and Finance
H.R. College of Commerce & Economics 2006 — 2008
Higher Secondary School Certificate, Commerce
Bombay Scottish School - Mahim 1994 — 2006
Indian Certificate of Secondary Education
HSBC July 2014 - Present
Value Partners-HKUST Business School September 2013 - December 2013
National Investment Banking Competition & Conference September 2011 - September 2013
Global Securities Corporation May 2013 - August 2013
RBC Dominion Securities July 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Valuation, Corporate Finance, Pitch Books, Equity Research, Leveraged Finance, Natural Resources, Economics
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance; Minor in Economics
The Hong Kong University of Science and Technology 2013 — 2013
Exchange Program, School of Business and Management
CFA Institute
ACG Hong Kong January 2015 - Present
ACG China October 2011 - Present
McGladrey December 2004 - Present
NYMEX May 2003 - December 2004
Salomon Smith Barney December 2001 - May 2003
HSBC July 2000 - September 2001
Skills
Hedge Funds, Private Equity, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Investments, Corporate Finance, Auditing, GAAP, Accounting, Due Diligence, IPO, Finance, SEC filings, Business Valuation
Education
New York University, Stern School of Business
Master of Science (M.S.), Global Finance
The Hong Kong University of Science and Technology
Master of Science (M.S.), Global Finance
HSBC April 2014 - Present
HSBC July 2012 - April 2014
Kroll January 2012 - April 2012
Viacom June 2011 - August 2011
U.S. Department of State June 2010 - August 2010
Skills
Microsoft Office, Strategic Planning, Spanish, Team Leadership, Financial Analysis, Data Analysis, Leadership, Social Media, Teamwork, Public Speaking, Project Management, Research, Customer Service, Chinese, Marketing, Sales, Team Building
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Cleary Gottlieb Steen & Hamilton LLP January 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP July 2012 - January 2014
UniCredit June 2011 - July 2012
Morgan Stanley Smith Barney August 2010 - May 2011
SmartBrief May 2010 - September 2010
George Washington University September 2008 - May 2010
Mitchell's Plain Hospital June 2008 - August 2008
HSBC January 2008 - May 2008
Skills
Strategy, Budgets, Finance, Spanish, Management, Analysis, Research, Portfolio Management, International Relations, Financial Analysis, Due Diligence, Investments, Business Development
Education
The George Washington University 2007 — 2011
BS, International Affairs
Universiteit Antwerpen 2006 — 2006
Certificate in Business Administration, Business Administration and Management, General
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase June 2014 - May 2015
HSBC April 2012 - August 2013
Edraky September 2010 - March 2012
Skills
Project Planning, Project Management, Management, Team Leadership, Process Improvement, Business Process, Business Analysis, ERP, Requirements Analysis, Business Intelligence, Analysis, Project Preparation, Team Management, Master Data Gathering, SQL, SAP, Project Blurprint, Providing Support, Quality Assurance, Basic Configuration, Conducting Test..., Preparing End User..., Conducting End User..., Gathering, SDLC, End User Training, Configurations, Master Data
Education
The German University in Cairo
Bachelors, Business Informatics
TIAA-CREF February 2015 - Present
PwC February 2014 - February 2015
HSBC October 2010 - February 2014
Bank of Tokyo-Mitsubishi August 2009 - October 2010
American Express September 2007 - January 2009
PricewaterhouseCoopers January 2004 - September 2007
State Street Corporation March 1999 - July 2001
Skills
Operational Risk..., Enterprise Risk..., Business Process..., Project Management, Operational Risk, Risk Management, Financial Risk, AML, Banking, Credit Risk, Basel II, Financial Services, Derivatives, Capital Markets, Anti Money Laundering, Compliance, Fund Administration, Investment Banking, Governance, Risk Assessment, Fixed Income, Equities
Education
The George Washington University - School of Business 2001 — 2003
Master of Business Administration, International Business and Strategy, 3.7 GPA
University of Massachusetts Dartmouth 1993 — 1997
Bachelor of Science, Management and Marketing
HSBC July 2014 - August 2014
Skills
Communication, Strategic Negotiations, Human Resources
Education
The George Washington University - School of Business 2012 — 2016
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
HSBC September 2011 - September 2011
Skills
Matlab, C, Analysis, Python, Java, Microsoft Project, Outlook, IntelliJ IDEA, GAMS, Data Analysis, Algorithms, MS Project, Programming, Financial Modeling, Microsoft Office, SQL, Management, Research, Statistics, JavaScript
Education
University of Pennsylvania 2012 — 2014
Master of Science in Engineering, Electrical and Electronics Engineering, 3.96
University of Science and Technology of China 2008 — 2012
Bachelor of Science (B.S.), Applied Physics, 3.65
University of Oxford 2011 — 2011
N/A, Physics, N/A
The Hong Kong Polytechnic University 2010 — 2011
N/A, Engineering Physics, 4.0
CareFusion July 2013 - Present
Union Bank of California October 2007 - July 2013
HSBC March 2006 - October 2007
Selient October 2003 - March 2006
Verint 2002 - 2003
ComSense 2000 - 2002
IDF June 1996 - June 1998
Hadassah Medical School 1994 - 1996
Givot Olam 1992 - 1994
Skills
Big Data, Data Mining, Business Intelligence, Data Warehousing, Microsoft SQL Server, Databases, Oracle, T-SQL, DB2, Database Design, SQL Tuning, SQL, PL/SQL, Architectures, Software Development, SSRS, SSIS, SSAS, MCDBA, Unix, Database Administration, Microsoft Certified..., XML, Software Design, Architecture, Enterprise Architecture, SQL Server, Relational Databases, Database Analysis, MCSE, ETL, SDLC, SOA, IIS, Agile Methodologies, Requirements Analysis, Software Project..., Hadoop, Hive, Impala, Cloudera
Education
The Hebrew University 1997 — 2000
B.Sc.
M&T Bank August 2015 - Present
M&T Bank May 2014 - Present
HSBC Bank USA N.A. February 2010 - Present
HSBC November 2006 - February 2010
Great Lakes Electronic Distributing January 2006 - November 2006
Skills
Incident Management, Process Improvement, Banking, Stakeholder Management, Vendor Management, Business Analysis, ITIL, Financial Services, Requirements Gathering, SDLC, Risk Management, Call Centers, Servers, VPN, Troubleshooting, Disaster Recovery, Management, Networking
Education
The College of Westchester 2003 — 2004
Insurity April 2012 - Present
Capgemini February 2012 - April 2012
Capgemini July 2010 - November 2011
HSBC 2007 - 2008
ACE 2004 - 2007
CitiInsurance (now Metlife Insurance) 2002 - 2004
General Electric 1996 - 2002
Skills
Insurance, Program Management, Consulting, Business Transformation, PMO, Business Process..., IT Strategy, Leadership, Integration, MS Project, New Business Development, Outsourcing, Requirements Analysis, SDLC, Start-ups, Vendor Management, Management
Education
The George Washington University 1977 — 1978
MS, Engineering
Virginia Polytechnic Institute and State University 1969 — 1973
BS, Industrial Engineering
Loud Technologies Inc. November 2014 - Present
Loud Technologies Inc. January 2014 - November 2014
Loud Technologies Inc. May 2013 - January 2014
HSBC March 2010 - November 2012
PT Pintar Media Indonesia January 2009 - February 2010
Freelancing / Self employed 2000 - 2008
Skills
Microsoft Office, PC, Mac, Scion, Falcon, SAS EFM, Managing proce, Orcad, Matlab, AutoCAD, Instinct, CAMP
Education
The George Washington University 2006 — 2008
Master of Science in Engineering Management
The George Washington University 2001 — 2005
Bachelor of Science
Moelis & Company November 2014 - Present
PricewaterhouseCoopers September 2010 - Present
HSBC June 2009 - September 2009
Champion Motors October 2006 - August 2008
PricewaterhouseCoopers December 2002 - September 2006
Israel Defense Forces November 1994 - January 1998
Skills
Corporate Finance, Valuation, Investment Banking, Project Management, Forecasting, Pricing, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Valuation Modeling, Private Equity Firms, Capital Budgeting, Private Equity, Strategy, Investments, Strategic Financial..., Analysis, Accounting, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, Corporate Finance and Entrepreneurship
Hebrew University of Jerusalem - School for Business Administration 2003 — 2004
Diploma Studies in Accounting, Certified Public Accountant (CPA)
Hebrew University of Jerusalem - School for Business Administration 1999 — 2003
Bachelor of Arts, Double Major in Accounting and Economics
Charles Schwab August 2013 - Present
Sandy Spring Trust August 2011 - August 2013
HSBC February 2010 - August 2011
Wells Fargo November 2008 - February 2010
Ameriprise Financial Advisors August 2006 - November 2008
Mororstuka Board of Education August 2005 - August 2006
Education
University of Virginia 2011 — 2012
Certificate in Financial Planning, Requirement of The CERTIFIED FINANCIAL PLANNER™ Designation
The George Washington University 2001 — 2005
BA, English
Brophy College Prep 1998 — 2001
High School, General Knowledge
Mountainside Middle School
HSBC October 2014 - Present
HSBC April 2013 - Present
HSBC 2008 - April 2013
Peace Corps September 2006 - December 2007
Peace Corps September 2005 - June 2006
U.S. House of Representatives 2004 - 2005
The Center for the Prevention of Genocide 2003 - 2004
Skills
Credit Analysis, Financial Analysis, Banking, International Banking..., Direct Client..., Portfolio Management, Economics, Corporate Finance, Credit, Training, International Relations, Commercial Banking, Relationship Management, Business Development, Cash Management, Credit Risk, Finance, Loans, Capital Markets
Education
The George Washington University 2003 — 2006
BA, Economics with concentration in statistics
Virginia Lottery August 2014 - Present
Wells Fargo Advisors November 2012 - July 2014
CACI International, Inc. May 2012 - October 2012
HSBC 2004 - 2011
First Data Corporation (formerly PaySys International) January 1995 - October 2004
Systematics, Inc 1992 - 1994
Beverly Enterprises 1982 - 1992
Skills
SDLC, Requirements Analysis, Requirements Gathering, Documentation, VisionPLUS, COBOL, Software Project..., Business Analysis, Mainframe, Team Leadership, Software Documentation
Education
The George Washington University 2006 — 2008
Various Business Analyst and Project Management Courses, ESI International
Saint Leo College
Bachelor of Arts, Business Administration
Universidad de Puerto Rico, Polytechnic College
Associates degree, Computer Science
Vineyard of Pasterick 2010 - Present
TraceTest-IT March 2008 - Present
EMC/BusinessEdge Solutions September 2006 - February 2008
Advanced Commercial Banking Solutions October 2005 - September 2006
Thomson Reuters September 2004 - October 2005
HSBC December 2000 - August 2004
PriceWaterHouse Coopers September 1999 - December 2000
Deutsche Bank September 1998 - September 1999
Instinet April 1994 - August 1998
Sun Microsystems June 1987 - April 1994
Skills
PMO, SDLC, Quality Assurance, IT Governance, Project Portfolio..., Program Management, IT Management, Change Management, Process Improvement, IT Strategy, Outsourcing, Process Development, Metrics, Re-engineering, User Acceptance Testing, Release Management, Software Project..., Management Consulting, Project Delivery, Team Leadership, Offshoring, Governance, Project Planning, Agile, Software Quality..., Waterfall, RUP, Team Management, Cross-functional Team..., Resource Management, Software Development, Testing, Mentoring, Application Development, Team Building, Project Management, Strategy, Strategic Planning, Consulting, Project Governance, Agile Methodologies, Risk Management, Management, Start-ups, Leadership, Software Documentation, Analysis, Boating, Wine Tasting, Data Warehousing
Education
The George Washington University
BS, Busness Administration
ANZ Securities, Inc. January 2009 - Present
Siemens Financial Services, Inc. June 2006 - January 2009
Sherbrooke Advisors, LLC June 2006 - October 2006
SMBC November 2005 - April 2006
HSBC Securities Inc. 2001 - 2006
HSBC 2001 - 2006
HSBC Group July 2001 - September 2005
Deutsche Bank Securities, Inc May 1999 - June 2001
Chase Securities, Inc February 1997 - May 1999
Citigroup January 1987 - February 1997
Education
The College of William and Mary - The Mason School of Business 1973 — 1976
New York Life Insurance Company October 2013 - Present
HSBC June 2006 - Present
Fannie Mae October 2004 - June 2006
Fannie Mae June 2003 - October 2004
Fannie Mae July 1999 - June 2003
National Breast Cancer Coalition 1998 - 1999
National Breast Cancer Coalition 1998 - 1999
National Breast Cancer Coalition 1998 - 1999
Skills
Relationship Management, Financial Services, Strategic Planning, Due Diligence, Program Management, Change Management, Strategy, Vendor Management, Strategic Communications, Nonprofits, Project Management, Business Strategy, Asset Management, Financial Analysis, Fundraising, Leadership, Management, Marketing, Portfolio Management, Public Speaking
Education
The George Washington University 1998 — 1999
MA, Tourism Administration
The George Washington University 1993 — 1997
BA, Communication and Human Services, MA, Tourism Administration
HSBC 2004 - 2015
First Data International 2000 - 2004
China Systems 1999 - 2000
TD 1995 - 1999
IBM Canada 1994 - 1994
Skills
Requirements Gathering, PMP, Project Delivery, Project Portfolio..., Software Project..., SDLC, Business Analysis, PMO, Requirements Analysis, Vendor Management, Risk Management, Budget Forecasts, Budgets, Relationship Management, Product Management, Internal/External..., Customer Support
Education
Grow-Lean LLC 2015 — 2015
Certified ScrumMaster (CSM)
The George Washington University - School of Business 2006 — 2007
Masters Certificate, Project Management
York University 1996 — 1999
Business Administration and Management, General
University of Toronto at Scarborough 1990 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
ANZ Investment Bank January 2009 - Present
Siemens Financial Services, Inc June 2006 - December 2008
Sherbrooke Advisors, LLP November 2005 - May 2006
HSBC November 2003 - October 2005
HSBC Securities August 2001 - October 2003
Deutsche Bank March 1999 - May 2001
JPMorgan Chase February 1997 - March 1999
Citibank NA 1977 - 1997
Skills
Corporate Finance, Leveraged Finance, Capital Markets, M&A Advisory, Banking, Loans, Loan Origination, Commercial Banking, Investment Banking, Syndications, Structured Finance, Fixed Income, Financial Modeling, Financial Structuring, Equities, Credit, Valuation, Credit Analysis, Emerging Markets, Telecommunications, Restructuring, Risk Management, Cash Management, Commercial Lending, Asset Based Lending, Trade Finance, Bonds, Funding, Relationship Management, Project Finance, Credit Risk, Due Diligence, Finance, Investments, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Risk, Derivatives, Treasury Management, Financial Markets, Financial Services
Education
The College of William and Mary - The Mason School of Business 1974 — 1977
Master's degree, Business Administration and Management, General
The College of William and Mary - The Mason School of Business 1972 — 1975
MBA, Finance
Independent Consultant March 2015 - Present
Capital One May 2012 - March 2015
HSBC April 2010 - May 2012
HSBC November 2007 - April 2010
HSBC February 2006 - November 2007
M&T Bank January 2003 - February 2006
M&T Bank January 2000 - January 2003
Professional Support, Inc September 2000 - December 2000
KEANE April 1998 - August 2000
Skills
Program Management, Business Process..., Change Management, Six Sigma, Project Management, Process Improvement, Business Transformation, Strategy, Lean Management, IT Management, Cross-functional Team..., Performance Dashboards, Portfolio Management, Leadership, Outsourcing, Transformational Change..., Cost Reduction/Avoidance, Management Consulting, Change..., Complex Problem Solving, Start-ups, Management, Operational..., Business and...
Education
SUNY CESF at Syracuse University
Master's degree, Resource Management
SUNY CESF at Syracuse University 1989 — 1991
Bachelor's degree, Environmental Studies, Cum Laude
The George Washington University
Masters Certificate, Project / Program Management
HSBC August 2014 - Present
Barclays Investment Bank August 2013 - August 2014
Citi February 2012 - August 2013
Morgan Stanley November 2009 - January 2012
Merrill Lynch March 2006 - July 2008
BearingPoint October 2003 - March 2006
Technology Team August 2003 - October 2003
American Chamber of Commerce Executives June 2002 - July 2003
Skills
SDLC, Business Analysis, Business Process..., Project Management, Program Management, Requirements Gathering, Risk Management, Change Management, Business Process Design, Vendor Management, Strategic Planning, Business Strategy, Business Intelligence, Governance, IT Strategy, Management
Education
The George Washington University - School of Business 1998 — 2002
Masters, Information Systems Technology
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration, Finance and Information Systems
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
HSBC VP/Sales ManagementHSBCJuly 2013 - Present
Education
The George Washington University 1996 — 2000
Medical Staffing Network August 2014 - Present
Independent Consultant (self employed) April 2013 - Present
Molecular Medicine Pharma-Tech January 2006 - Present
West Virginia University Hospitals April 2013 - May 2014
Adconion Media Group September 2008 - December 2009
HSBC January 2006 - August 2008
HSBC FINANCE CORPORATION January 2006 - August 2008
HealthIQ May 2005 - December 2005
HEALTH IQ April 2005 - December 2005
Global Strategies May 2004 - September 2004
Skills
Competitive Analysis, Product Management, CRM
Education
West Virginia University 2011 — 2012
Bachelor's Degree, Registered Nursing/Registered Nurse
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
MBA, International Business Marketing
The George Washington University 1993 — 1997
BS, Biology
HSBC November 1999 - Present
HTS (HSBC) November 1998 - November 1999
HCS (HSBC) November 1992 - November 1998
HFC (HSBC) November 1989 - November 1992
Education
The George Washington University 2002 — 2006
Masters Certificate in Information Technology Project Management, Project Management
University of Maine 1985 — 1988
Associate of Science Degree, Fashion Merchandising
WellCare March 2012 - Present
Tampa General Hospital July 2011 - March 2012
PricewaterhouseCoopers June 2010 - April 2011
PricewaterhouseCoopers September 2006 - December 2009
HSBC December 2004 - August 2006
Capital One September 2000 - December 2004
Capital One September 1998 - September 2000
Skills
Emptoris, Contract Management, Client Services, Technology, Project Management, Technical Writing, Documentum, Building Relationships, Quality Assurance, People-oriented, Customer Service, Talent Acquisition, Call Center, Banking, Credit
Education
University of South Florida 2000 — 2011
Bachelor of Arts, Public Relations
The George Washington University 1998 — 2004
Associate's Certificate, Project Management
Hillsborough Community College 1989 — 1992
Associate of Arts, Liberal Arts
HSBC North America May 2008 - Present
HSBC October 2002 - April 2008
HSBC North America July 1998 - August 2000
Education
The College of New Jersey
HSBC March 2011 - Present
HSBC July 2010 - March 2011
HSBC January 2009 - July 2010
HSBC August 2005 - January 2009
Ingram Micro 1993 - 2005
Skills
Banking, Business Analysis, Business Requirements, Risk Management, Business Intelligence, DB2, Visio, SDLC, PMO, Requirements Gathering, Software Project..., PMP, Vendor Management, IT Strategy, Requirements Analysis, Project Delivery, Resource Management, Systems Analysis, IT Management, Business Process..., Data Warehousing, Project Portfolio...
Education
The George Washington University - School of Business 2008 — 2010
Master's Certificate in Project Management
State University of New York at Buffalo 1989 — 1992
Bachelor of Business Administration (BBA)
HSBC April 2015 - Present
HSBC August 2014 - April 2015
Royal Bank of Scotland 2013 - 2013
Wells Fargo 2012 - 2013
US Department of Homeland Security 2009 - 2010
U.S. Department of State January 2009 - May 2009
NCSJ: National Conference of Soviet March 2008 - August 2008
Senator Robert Menendez September 2007 - December 2007
Monmouth County Courthouse June 2006 - August 2007
Skills
Spanish, International Relations, Editing, Office Management, Human Rights, Russian, Bookkeeping, Grants, Government, Social Media, Microsoft Office, Research, Public Speaking, Writing, PowerPoint, Public Relations, Word, Excel, Community Outreach, Speech Writing, Event Planning, iPhone, KYC, Bank Secrecy Act, CIP, AML, OFAC, Compliance, Risk Management, Due Diligence, Analysis
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Affairs, Concentrated Studies in Conflict and Security and Europe and Eurasian Studies
American Specialty Health May 2013 - Present
The Hartford October 2012 - May 2013
LPL Financial September 2011 - April 2012
HSBC September 2008 - March 2011
HSBC May 1998 - September 2008
Sweet Factory April 1997 - May 1998
Family Bargain Center/Factory 2 U October 1995 - May 1997
Modern Woman/Woman's World July 1992 - July 1995
Skills
Business Analysis, Quality Center, Quality Assurance, Test Planning, Software Documentation, Business Process, User Acceptance Testing, Visio, Testing, Team Leadership, Project Management, CRM, Leadership, SDLC, Training, Process Improvement, Software Project..., Requirements Analysis
Education
The George Washington University
IT Project Management
TD Insurance August 2014 - Present
Scotiabank December 2013 - August 2014
HSBC April 2011 - October 2013
HSBC January 2010 - May 2011
HSBC January 2008 - December 2009
HSBC August 2005 - December 2007
Skills
Banking, Risk Management, Business Analysis, Financial Services, Credit, Relationship Management, Change Management, Management, Analysis, Business Requirements, Process Improvement, Project Management, Retail Banking
Education
University of Toronto 2012 — 2013
Bachelor of Education (BEd)
The George Washington University - School of Business 2011 — 2011
Certificate, Business Analysis
University of Waterloo 2001 — 2005
Bachelor of Honours Science (BSc), Psychology (Major), Human Resources Specialist (Minor)
Global Financial Markets Institue September 2009 - Present
Prudential Douglas Elliman October 2007 - December 2008
HSBC February 1983 - January 2001
Skills
Options, Capital Markets, Series 7, Equities, FX Options, Securities, Trading Systems, Banking, Financial Markets, Financial Modeling, Risk Management, Training, Series 63, Currency, Investment Banking, Credit, Hedge Funds, Technical Analysis, Foreign Exchange, Alternative Investments, FX trading, Electronic Trading, Trading, Derivatives, Asset Management, Financial Services, Portfolio Management, Bloomberg, Bonds, Fixed Income, Sales, Commodity
Education
The George Washington University 1977 — 1981
Bachelors of Business Administration, Finance
GxG Management LLC July 2012 - Present
HSBC January 2009 - June 2012
Duff Capital Advisors LP April 2008 - October 2008
Citi Hedge Fund Services October 2005 - April 2008
Skills
Accounting, Financial Analysis, Fund Administration, Investments, Fund Accounting, Private Equity, Equities, Financial Reporting, Financial Statements, Fund Of Funds, Hedge Funds, Management, Valuation, Mutual Funds, Due Diligence
Education
The Hebrew University 1995 — 2000
Economics, Accounting
HAIR.DANA 2010 - Present
JPMorgan Chase October 2011 - October 2012
Styles by Dana 1997 - 2010
Empire Education Group August 2007 - August 2008
Argent Mortgage Company, LLC. 2004 - 2007
HSBC 2003 - 2004
Citibank, NA October 1994 - October 1999
Skills
Bridal Showers, Makeup Artistry, Runway, Cosmetics, Airbrush, Artistry, Waxing, Skin Care, Process Improvement, Hair Care, Management, Event Planning, Leadership Development
Education
The College of New Rochelle 2001 — 2004
BA, Communications
Experian Consumer Services September 2014 - Present
Revolution Technologies September 2012 - May 2014
HSBC May 2003 - October 2011
HSBC 2007 - 2010
Skills
SDLC, Software Project..., E-commerce, Visio, Product Management, Budgets, Requirements Gathering, Business Analysis, Requirements Analysis, Agile Methodologies, Business Intelligence, Integration, Vendor Management, Enterprise Architecture, Data Warehousing, Management
Education
University of California, Irvine 1998 — 2002
B.S., Information and Computer Science
The George Washington University - School of Business
Information Technology Project Management
Actively seeking new opportunities June 2015 - Present
Fidelity Investments December 2008 - June 2015
Veriitude, LLC December 2008 - March 2012
Fidelity Investments December 2008 - March 2012
Legacy SC August 2010 - December 2010
QuickStrike FC 2007 - 2010
QuickStrike FC 2007 - 2010
Monroe Woodbury Soccer Club January 1995 - December 2009
HSBC Securities (USA) Inc January 1995 - January 2008
HSBC 2007 - 2008
Skills
Equities, Risk Management, Requirements Analysis, Project Management, Trading, Analysis, Cross-functional Team..., Management, Software Documentation, Team Management, Strategy, Finance, Disaster Recovery, Outsourcing, Customer Service, Leadership, Project Planning, Fixed Income, Budgets, Financial Services, MS Project, Microsoft Project
Education
Monroe Woodbury High School 1970 — 1980
Regents
The George Washington University - School of Business
Intellectual Ventures July 2013 - Present
Symform June 2012 - June 2013
Microsoft, Redmond campus October 2000 - April 2012
HSBC June 1997 - May 2000
Skills
Web Services, C#, Testing, Test Automation, Windows Azure, Software Design, SQL Azure, Java, JavaScript, Python, Microsoft SQL Server, SQL, Linux, Distributed Systems, Cloud Computing, MySQL
Education
The Hong Kong University of Science and Technology 1993 — 1996
Bachelor of Engineering (B.Eng.), Computer Science (First Honor)
Laundry Fresh, Inc August 2011 - Present
Signal Point Communications, Inc October 2001 - Present
Nomura Securities August 1986 - October 2001
HSBC January 1984 - June 1986
Skills
New Business Development, Telecommunications, Due Diligence, Strategic Planning, Strategic Partnerships, VoIP, Team Building, Contract Negotiation, Account Management, Business Planning, Business Development, Solution Selling, Managed Services, Customer Service, Sales, Wireless, Project Management, Selling
Education
The George Washington University 1977 — 1981
Bachelor of Arts (B.A.), International Business
Peter Lupo Commercial Consultants December 2010 - Present
Long Island Commercial Network 2008 - 2010
Capital One June 1995 - 1999
HSBC February 1989 - January 1995
Skills
Real Estate Finance, Construction Loans, Loans, Loan Structuring, Funding, Investment Properties, Loan Origination, Mortgage, Real Estate Transactions, Banking, Real Estate Economics, Mortgage Lending, Real Estate, Finance, Financial Structuring, Investments, Refinance, Commercial Lending, Credit Analysis, Disposition, Leases, Private Equity, Real Estate Development, Mortgage Banking, Real Estate Financing, Commercial Real Estate
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
BSME, Mechanical Engineering
Citi August 2014 - Present
Northern Trust June 2013 - August 2014
HSBC October 2009 - June 2013
Citigroup Global Services Ltd. August 2007 - November 2008
Public Accounting Firm July 2003 - August 2007
Intellisys Techsolution July 2002 - July 2003
Public Accounting firm February 1999 - February 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, ISO 27001, COSO, Operational Risk, Information Security, Basel II, Information Risk, Financial Risk, Enterprise Risk..., Operational Risk..., Risk Management, Internal Controls, Assurance, SOX 404, IT Audit, SAS70, Risk Assessment, Banking
Education
The Institute of Chartered Accountants of India 1999 — 2002
CA, Accountancy & Auditing
University of Rajasthan 1997 — 2000
B.Com., Accountancy
CareerCurve January 2010 - Present
Right Management 2009 - Present
HSBC 2002 - 2008
HSBC 1996 - 2002
HSBC 1994 - 1996
The Bon Ton Stores Inc. formally DBA Elder Beerman 1993 - 1995
Education
The Defiance College
B.S., Communications
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
AFSA Executive Leadership Program
YORK HVAC Co August 2012 - Present
IBM May 2010 - August 2012
HSBC February 2007 - January 2009
Vitra USA June 2005 - August 2005
Pepsi Bottling Group June 2004 - August 2004
Skills
Project Management, Business Analysis, Product Management, Strategy, Change Management, Business Strategy, Vendor Management, CRM, Team Leadership, Management, Management Consulting, New Business Development, Outsourcing, Program Management, Telecommunications, IT Strategy, Business Process..., Business Development, Business Intelligence, Sales, Marketing Strategy, Marketing, Strategic Planning, Project Planning, Financial Analysis, Digital Marketing, Marketing Communications, Integrated Marketing
Education
Tarsus American High School 1995 — 2002
High School Diploma
The George Washington University - School of Business 2002 — 2006
BBA, International Business
London School of Business and Finance 2009 — 2010
Chartered Institute of Marketing, Marketing
Milliman March 2010 - Present
AEGON May 2009 - August 2009
HSBC June 2008 - August 2008
Skills
Actuarial Science, Financial Services, VBA, Quantitative Finance, ALM, Economic Capital, Financial Modeling, R
Education
University of Illinois at Urbana-Champaign 2008 — 2010
University of Waterloo 2007 — 2008
Exchange Student, Math
The Chinese University of Hong Kong 2005 — 2007
Risk Management Science
HSBC May 2013 - Present
HSBC January 2013 - June 2013
HSBC August 2011 - January 2013
HSBC February 2010 - August 2011
HSBC November 2007 - February 2010
HSBC December 2006 - November 2007
HSBC August 2006 - December 2006
HSBC October 2004 - August 2006
HSBC March 2002 - October 2004
TransUnion 1998 - 2002
Skills
Procurement, Strategic Sourcing, Outsourcing, Vendor Management, Global Sourcing, Supply Management, Contract Negotiation, Spend Analysis, Strategic Planning, Cross-functional Team..., Sourcing, eSourcing, Supply Chain Management, E-procurement, Supply Chain
Education
The John Marshall Law School 2004 — 2011
Juris Doctor
University of Illinois at Urbana-Champaign 1991 — 1995
Economics
Microsoft April 2015 - Present
Zillow June 2014 - September 2014
Zillow June 2013 - August 2013
Weyerhaeuser June 2012 - May 2013
Center for Statistical Consulting, University of Washington 2010 - 2011
HSBC June 2008 - August 2008
Skills
Data Science, Big Data, Distributed Algorithms, Machine Learning, Time Series Analysis, Predictive Modeling, Statistical Modeling, Research, Analysis, Optimization
Education
University of Washington 2011 — 2015
Doctor of Philosophy (PhD), Statistics
University of Washington 2009 — 2011
Master, Statistics
The Chinese University of Hong Kong 2007 — 2009
Master of Philosophy (M.Phil.), Risk Management Science
The Chinese University of Hong Kong 2003 — 2007
BBA, Financial Engineering, Minor in Mathematics, First-class honors
Churchill Recruiting Group, Inc. February 1998 - Present
HSBC February 1967 - February 1996
Skills
Recruiting, Insurance, Leadership, Credit Analysis, Real Estate, Mortgage Banking, Mortgage Lending, Executive Search, Sales, Banking, Management, Finance, Credit, Retail Banking, Financial Services
Education
University of New Hampshire 1966 — 1967
The George Washington University
Pennsylvania eHealth Partnership Authority August 2013 - Present
Serve/ American Express January 2013 - August 2013
Citi March 2011 - January 2013
Citi Group November 2010 - October 2011
HSBC November 1999 - June 2010
HSBC April 2004 - November 2008
HSBC April 2004 - November 2004
Education
The George Washington University - School of Business 2004 — 2007
It Project Management
Deloitte September 2014 - Present
PwC Consulting Hong Kong July 2014 - August 2014
Nomis Solutions September 2013 - May 2014
Hong Kong Polytechnic University February 2013 - August 2013
HSBC June 2011 - May 2012
AUDI AG June 2008 - August 2008
Skills
Data Mining, Business Intelligence, VBA, Matlab, Java, Mandarin, C++ Language, Linux, Statistics, Data Analysis, Optimization, C, Project Management, Public Speaking, R, SQL, Negotiation, Simulations, Operations Research, C++, IT Management, LaTeX, SAP, Databases, Information Systems..., SPSS
Education
University of California, Berkeley 2013 — 2014
Master of Engineering (M.Eng.), Industrial Engineering and Operations Research, NA
The Hong Kong Polytechnic University 2007 — 2013
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician
The Hong Kong Polytechnic University 2007 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Asia Gateway Inc. 1999 - 2000
Chordiant Software 1999 - 1999
Citibank 1996 - 1997
Citibank 1992 - 1996
American Express January 1992 - December 1992
HSBC July 1989 - June 1990
Education
University of California, Berkeley 1999 — 1999
Professional Diploma in Computer Information Systems
The Hong Kong Polytechnic University 1987 — 1991
BA in Computing Studies (Honors)
Diocesan Girls' School 1979 — 1986
HSBC 2011 - 2011
Education
The George Washington University - School of Business 2009 — 2013
JPMorgan Chase May 2013 - November 2013
HSBC June 2012 - December 2012
J.P. Morgan 2007 - August 2011
Bear Stearns 2004 - 2007
Bear Stearns 1999 - 2004
Bear Stearns 1995 - 1999
Skills
Administration, Solution Selling, Cross Selling, Client Retention, Prime Brokerage, AML/KYC, Hedge Funds, Corporate Structure, Series 7, Series 63, Financial Services, AML, Customer Retention, Derivatives, KYC, Fixed Income, System Administration, Settlement, Asset Management, Securities, Investment Banking, Operational Risk..., Finance, Relationship Management, Series 24, Anti Money Laundering
Education
The College of Wooster
BA Urban Studies
Westminester School
Diploma
HSBC July 2007 - April 2011
Supercom Canada Ltd April 2000 - July 2007
Education
The Hong Kong Polytechnic University 1990 — 1991
banking
The Hong Kong Polytechnic University 1989 — 1991
banking
hong kong shue yan college 1982 — 1986
accounting
shue yan college 1982 — 1986
accounting
HSBC 1991 - 2009
baltimore federal financial May 1985 - June 1990
hutzlers' dept store June 1982 - May 1985
Education
The Community College of Baltimore County 1977 — 1979
aa, social work
Pharmaceutic Labs July 2015 - Present
HSBC 1995 - 1998
Skills
Small Business Lending, Consumer Lending, Branch Management, Lines Of Credit, Loans, Retail Banking, Credit, SBA, Banking, Branch Banking
Education
The College of Saint Rose
Bachelor of Science (B.S.), Business Marketing
Bank of America March 2014 - Present
Bank of America July 2012 - April 2014
Fifth Third Bank May 2009 - August 2012
HSBC October 2005 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Banking, Budgets
Education
The Citadel 1994 — 1998
Bachelor's degree, Business Administration and Management, General
John Swire & Sons HK July 2013 - Present
HSBC January 2013 - June 2013
Skills
Microsoft Excel, VBA, PowerPoint
Education
The Chinese University of Hong Kong 2010 — 2014
Bachelor's degree, Insurance, Financial and Actuarial Analysis
University of California, Berkeley 2012 — 2012
Exchange, Mathematics
ATG October 2013 - Present
ATG March 2013 - September 2013
ATG June 2012 - February 2013
HSBC May 2007 - May 2012
Guidance Residential January 2001 - May 2007
IMTAS April 1998 - December 2000
Chevy Chase Bank March 1996 - March 1998
Skills
Operations Management, Team Leadership, Leadership, Knowledge Management, Management, Project Management, Strategic Planning, Finance, Project Planning, Financial Services, Business Planning, Credit
Education
The George Washington University
BS, Finance, General
Banco Santander January 2009 - Present
HSBC June 2005 - March 2008
Skills
Retail Banking, Sales Management, Account Management, Sales Operations, Mortgage Banking, Commercial Banking
Education
The College of New Jersey 1992 — 1997
Bachelor's degree, Finance, General
HSBC February 2002 - Present
Education
The George Washington University - School of Business
Master certification, Project Management