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.
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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
Western Capital Management Co.,LTD May 2015 - Present
Filtec Precision Ceramic Corp October 2014 - March 2015
CouponDunia Co., Ltd. April 2013 - July 2013
Citi September 2012 - January 2013
HSBC June 2012 - August 2012
GF Securities May 2011 - September 2011
Skills
Teamwork, Financial Analysis, Microsoft Office, Research, Public Speaking, Microsoft Excel, SQL, Leadership, Portfolio Management, Business Analysis, Financial Modeling, Matlab, Credit Risk
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master's Degree, Finance, General, 3.7 / 4.0
Zhongnan University of Economics and Law 2009 — 2013
Bachelor's Degree, Finance, General, GPA: 3.7 /4.0
Deloitte July 2014 - Present
Citi June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
HSBC July 2010 - August 2010
Skills
Economics, Mandarin, Bloomberg Terminal, Microsoft Office 2007, R, Data Analysis, Quantitative Analytics, Valuation, Financial Accounting, Matlab, Chinese, Stata, Financial Modeling
Education
University of Notre Dame 2013 — 2014
Master of Science in Business
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science in Business
The Johns Hopkins University
Bachelor of Arts (BA), Honors in Economics, Applied Mathematics & Statistics
Johns Hopkins University Carey Business School June 2014 - July 2014
HSBC October 2012 - December 2012
CHINA CITIC BANK July 2012 - August 2012
China South Locomotive and Rolling Stock Corporation Limited June 2012 - July 2012
Skills
Matlab, Microsoft Excel, Microsoft Office, C, Mandarin, C++, Java, Programming, Financial Analysis, PowerPoint, Corporate Finance, Accounting, LaTeX, AutoCAD, Business Analysis, SQL, Microsoft Access, R, MySQL, Data Analysis, Analysis, Financial Modeling
Education
The Johns Hopkins University 2013 — 2014
Master of Science, Finance
Tsinghua University 2009 — 2013
Bachelor of Engineering (BEng), Engineering Mechanics and Aerospace Engineering
Blue Ocean Global Wealth January 2014 - September 2014
Johns Hopkins University Carey Business School May 2014 - July 2014
FDL Financial Services December 2013 - June 2014
Johns Hopkins University Carey Business School January 2014 - March 2014
HSBC February 2013 - April 2013
Bank of East Asia September 2012 - November 2012
Deloitte August 2012 - September 2012
Guotai Junan Securities Co., Ltd January 2012 - February 2012
Bank of China July 2011 - September 2011
Skills
Financial Analysis, Data Analysis, Accounting, Finance, Microsoft Excel, Research, Corporate Finance, Credit, Financial Modeling, PowerPoint, Teamwork, Public Speaking
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master's degree, Finance, General, 3.63/4.00
Wuhan University 2009 — 2013
Bachelor's degree, Finance
The Ohio State University - The Max M. Fisher College of Business 2012 — 2012
Certificate, Business/Commerce, General
Hoodle June 2014 - August 2014
KantWait, LLC. June 2014 - August 2014
“My Very Own Blanket” Non-profit Organization August 2013 - March 2014
PwC September 2013 - September 2013
HSBC June 2013 - August 2013
YORK Fashion Manufacture CO.LTD June 2012 - August 2012
Skills
Microsoft Office, Matlab, StatTools, Databases, Financial Analysis, Accounting, Financial Accounting, Analysis
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Qingdao No.2 High School 2008 — 2011
Hutchison Whampoa Properties Limited February 2014 - May 2014
The Ohio State University November 2012 - May 2013
HSBC July 2012 - August 2012
Wuhan University of Technology October 2010 - July 2011
Skills
Microsoft Word, SPSS, Eviews, Visual Basic, Excel (Solver), PowerPoints, UML – Functional,..., Linear and Non-linear..., Public Relations, Leadership Development, Microsoft Visio, Teaching, Event Planning, Data Analysis, Java, SQL, Social Networking, Public Speaking, Analytical Skills, Interpersonal...
Education
University of Florida
Master's degree, Information Systems and Operations Management
The Ohio State University 2011 — 2013
Bachelor of Science (B.S.), Economics, 3.762/4.0
Johns Hopkins University 2012 - Present
HSBC June 2015 - August 2015
RIMA Senvest Management, LLC July 2014 - September 2014
First New York Securities June 2014 - July 2014
Saga Capital June 2013 - August 2013
Old Westbury Golf & Country Club July 2010 - August 2012
Boys and Girls Clubs of America June 2010 - July 2010
Skills
PowerPoint, Public Speaking, Graphic Design, Economics, Microsoft Excel, Qualitative Research, Statistics, Research, Financial Analysis, Data Analysis, Spanish, Teamwork
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Entrepreneurship & Management
SoftBank Group US, Inc. June 2014 - Present
SoftBank Capital June 2014 - June 2015
HSBC February 2013 - May 2014
J.P. Morgan June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Singapore Armed Forces June 2007 - June 2009
Education
The Johns Hopkins University 2009 — 2012
BS, Applied Mathematics and Statistics, Economics
Phillips Academy 2004 — 2007
Sertrad S.A. June 2014 - August 2014
HSBC June 2013 - August 2013
Hainan Ruiheng Asset Valuation Company July 2012 - August 2012
Skills
Microsoft Office, Investments, Research, Social Media, Matlab, R, Arena Simulation..., Quantitative Research, Operations Research, Microsoft Excel, Mandarin
Education
University of Southern California 2014 — 2016
Master's Degree, Operations Research Engineering
London School of Economics and Political Science 2011 — 2014
Bachelor of Science (BSc), Actuarial Science
Hartlepool Sixth Form College 2009 — 2011
Vail Resorts October 2012 - Present
Vail Resorts January 2012 - September 2012
Vail Resorts February 2011 - January 2012
Vail Resorts October 2009 - February 2011
Vail Resorts March 2008 - September 2009
Vail Resorts November 2007 - March 2008
HSBC March 2007 - November 2007
Ulster Bank November 2005 - November 2006
Department of the Environment and Heritage 2004 - 2005
Royal Bank of Scotland 2001 - 2003
Skills
Sales, Microsoft Office, Marketing Strategy, Hospitality Management, Project Planning, Contract Negotiation, Marketing Communications, Salesforce.com, Leadership, Social Networking, Change Management, New Business Development, Trade Shows, Public Relations, Management, Hospitality Industry, Inventory Management, Teamwork, Event Management
Education
The Manchester Metropolitan University 1998 — 2000
BSc(hons), Information Management
The Manchester Metropolitan University
BSc (Hons); Diploma, Information Management; Business Information Technology
T-Mobile August 2014 - Present
T-Mobile August 2012 - August 2014
T-Mobile January 2011 - August 2012
SDG&E November 2008 - December 2010
Sempra Energy October 2008 - April 2010
HSBC March 2005 - September 2008
AMS July 1996 - May 2004
Skills
Performance Management, Leadership Development, Talent Management, Organizational..., MBTI, Talent Development, Succession Planning, Change Management, Employee Engagement, Team Building, Vendor Management, Organizational..., Training, Human Resources, Program Management, Strategy
Education
The Johns Hopkins University - Carey Business School
Master of Science (MS), HR and OD
University of Michigan
Bachelor of Arts (B.A.), Organizational Psychology
HSBC August 2012 - February 2013
China Minsheng Banking Corp.ltd May 2012 - June 2012
WorleyParsons MEG February 2012 - April 2012
Skills
Finance, Auditing, Analysis
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Finance, General
University of International Business and Economics 2009 — 2013
Bachelor's degree, Banking and Financial Support Services
Dorsal Capital Management, LLC May 2015 - Present
Goldman Sachs August 2013 - Present
HSBC July 2011 - July 2013
Propmatch.com Pte Ltd September 2009 - June 2011
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Real Estate, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Investments, Emerging Markets, Mergers, LBO, Equities, Finance, Due Diligence, Bloomberg
Education
The London School of Economics and Political Science (LSE) 2005 — 2007
BSc, Economics
University of Notre Dame 2003 — 2005
BBA, Finance and Economics
The Ohio State University August 2014 - Present
BMO Harris Bank July 2015 - August 2015
United Bank Limited January 2013 - August 2014
United Bank Limited June 2012 - January 2013
HSBC June 2010 - July 2010
Skills
Credit Risk, Financial Analysis, Corporate Risk, Risk Management, Finance, Analysis, Banking, Economics, Teamwork, Investments, Alternative Investments, Branch Banking
Education
The Ohio State University 2014 — 2016
Master's degree, Applied Statistics
Vassar College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Mathematics
Kelly Services March 2015 - March 2015
HSBC September 2014 - October 2014
Language in Motion January 2014 - September 2014
The Bank of New York Mellon March 2012 - December 2013
UPS December 2011 - December 2011
ClubCorp August 2011 - November 2011
Sodexo May 2009 - August 2011
The Ohio State University July 2009 - June 2011
The Ohio State University June 2010 - August 2010
The Ohio State University June 2008 - June 2009
Skills
Time Management, Financial Analysis, Teamwork, Investments, Data Analysis, Customer Service, Pricing, Mutual Funds, Bloomberg, Project Management, Financial Services, Leadership, Microsoft Excel, Microsoft Office, Networking, PowerPoint, Social Media
Education
The Ohio State University Fisher College of Business 2006 — 2011
Bachelor of Science in Business Administration (BSBA), Economics
Geatain Engineering August 2015 - Present
Central-South Architectural Design Institute Co.,Ltd June 2014 - August 2014
HSBC July 2012 - August 2012
Skills
Problem Solving, Engineering, C++, AutoCAD, Structural Analysis, Human Resources, Data Analysis, Research
Education
The Ohio State University 2011 — 2015
Bachelor's degree, Civil Engineering
Alamance Christian School
Worthington Industries July 2015 - Present
Clarus Partners January 2015 - April 2015
Robert W. Baird & Co. May 2014 - August 2014
Pace Accounting Inc. June 2013 - July 2013
Best Buy December 2012 - January 2013
HSBC June 2012 - July 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
The Ohio State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Nanjing Jinling High School 2008 — 2011
Apacer Memory America Inc. September 2015 - Present
HSBC May 2014 - September 2015
Chantal Guillon Macarons June 2013 - October 2013
Skills
Customer Service, Time Management, Microsoft Office, Social Media, Teamwork, Microsoft Word, PowerPoint, Leadership, Public Speaking, Event Planning, Marketing Strategy, Retail, Social Networking, Microsoft Excel, Research, Itineraries, Travel Management, Travel Planning, Management, Business Strategy
Education
University of California, Santa Cruz 2010 — 2013
Bachelor of Arts (BA), Business Management Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Marketing/Marketing Management, General
Irvington High School
Fiserv February 2015 - Present
SEFCU May 2013 - July 2014
Capital Bank-a division of Chemung Canal Trust Company June 2007 - May 2013
HSBC 2003 - 2006
Skills
Small Business Lending, Credit Analysis, Loans, Credit, Commercial Banking, Small Business, Real Estate, Business Development, Commercial Lending, Mortgage Lending, CRM, Commercial Mortgages, Consumer Lending, Investments, Banking, Retail Banking, Due Diligence, Portfolio Management, Strategic Planning, Sales, Strategic Financial..., Relationship Management, Lines Of Credit, Finance, Underwriting, Cash Management, Financial Analysis, Loan Origination, Credit Risk, SBA, Mortgage Banking, Risk Management, Refinance
Education
The Sage Colleges-Sage College of Albany 2000 — 2007
BS, Business Administration
Walton H.S 1986 — 1990
PRSPX August 2014 - May 2015
Cinda Securities July 2013 - August 2013
HSBC May 2013 - June 2013
North Commons Cafeteria 2011 - 2013
Bank of China July 2012 - August 2012
Skills
Finance, Microsoft Word, Microsoft Excel, Matlab, Java, Banking, Economics, Stata, Data Analysis, Time Management, Cost Benefit
Education
The Ohio State University 2015 — 2016
Master's degree, Agriculture, Development, Environmental Economics
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics, Economics (Minor)
Anthem 2015 - Present
University of Phoenix June 2008 - June 2015
University of Phoenix June 2008 - June 2015
Nationwide Insurance July 2007 - June 2008
Nationwide Insurance June 2006 - October 2007
Household Finance November 2004 - January 2007
HSBC 2003 - 2007
Hospitality Services June 1998 - January 2006
Columbus City Schools June 2003 - June 2004
Nationwide Children’s Hospital March 2002 - June 2002
Skills
sales, Rapport, Instructional Design, Team Leadership, Coaching, Leadership Development, Team Building, Strategic Planning, Organizational..., Training, Leadership, Change Management, Organizational..., Public Speaking, Career Development, Recruiting, Workshop Facilitation, Customer Service
Education
University of Phoenix 2008 — 2011
Master of Education, Adult Learning/Training
The Ohio State University 1998 — 2002
Bachelors of Arts, Psychology
Canfield High School 1992 — 1996
High school diploma
Amazon April 2013 - Present
In Motion Technology February 2013 - April 2013
In Motion Technology May 2009 - February 2013
Broadcom May 2008 - August 2008
Safe Software January 2008 - April 2008
HSBC May 2006 - December 2006
Skills
Java, Linux, C++, Python, JavaScript, Git, Shell Scripting, SQL, YAML, CSS, C, PHP, Subversion, Hibernate, ORM, HTML, C#, XML, Visual Studio, Windows, Microsoft Office, Software Development, UML, MySQL, Software Engineering, Software Design
Education
The University of British Columbia 2004 — 2009
BAPSC, Computer Engineering
St. George's School 1999 — 2004
High School
UBS May 2015 - Present
AIG September 2013 - May 2015
HSBC 2012 - 2013
HSBC 2010 - 2012
HSBC 2008 - 2010
HSBC Bank 2001 - 2008
Skills
Change Management, Collaborative, Negotiation, Program Management, Benchmarking, Process Improvement, Strategic Thinking, Team Management, Research, Problem Solving, Training & Development, Coaching, Six Sigma, Teamwork, Organizational..., Operational Excellence, Business Process..., Process Engineering, Vendor Management, Cross-functional Team..., Management, Project Management, Leadership, PMP, Training, Integration, Strategic Planning
Education
The New School
Master of Science (M.S.), Organizational Change Management
University of Central Florida
Bachelor of Arts (B.A.), Interpersonal Communications
HSBC April 2013 - Present
BNP Paribas March 2001 - April 2013
JPMorgan 1997 - 2001
Skills
Capital Markets, Corporate Finance, Credit Analysis, Investment Banking, Structured Finance, Fixed Income, Equities, Financial Analysis, Financial Structuring, Leveraged Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Masters, International Relations and Economics
Navy Federal Credit Union January 2010 - Present
Navy Federal Credit Union August 2006 - January 2010
HSBC 2006 - 2006
C2 Media 1999 - 2006
Skills
Business Intelligence, Banking, Process Improvement, Risk Management, Credit Risk, Payment Card Processing, Bank Secrecy Act, Anti Money Laundering, Splunk, Data Mining, Cognos, Big Data
Education
The Johns Hopkins University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Phillips Exeter Academy
Fifth Third Bank October 2012 - Present
Societe Generale October 1993 - December 2011
HSBC 1991 - 1993
Skills
Integrity, Attention To Detail, Strong Analytical Skills, Team Player, Customer Relations, Structuring, Loans, Syndications, Excellent..., Business Oriented, Sound Credit Skills, Banking, Credit Risk, Financial Analysis, Commercial Lending, Analytical Approach, International Business, Large Corporations, Middle Market, Credit Analysis, Client Relationship..., Financial Modeling, Food & Beverage, Aerospace, Consumer Products, Portfolio Management, Commercial Banking, Underwriting, Risk Management, Financial Structuring, Commodity, Capital Markets, Structured Finance, Customer Service, Credit, Teamwork, Corporations, Business, CRM, Analytical Skills, Financial Services, Leveraged Finance, Retail Banking, Trade Finance, Trading, Investments, Investment Banking, Derivatives, Corporate Finance, Structured Products
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
MSc, European Studies
University of Illinois at Urbana-Champaign 1985 — 1989
BA/BA, Economics, History
Freddie Mac January 2015 - June 2015
Zhi Run Investment Company July 2012 - July 2013
Property and Casualty Company Limited (PICC) June 2011 - August 2011
Bank of Hua Xia June 2010 - August 2010
HSBC June 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, R, Stata, Maple, Matlab, Bloomberg, Morningstar, Oracle, SAS, Acess, Crystal Ball
Education
The Johns Hopkins University 2013 — 2014
Master of Science (M.S.), Finance
University of St. Andrews 2007 — 2012
Master of Arts (M.A.), Financial economics, Upper Second Class
Bank of England July 2015 - August 2015
HM Treasury February 2015 - July 2015
HM Treasury May 2014 - February 2015
HM Treasury September 2012 - May 2014
HSBC June 2011 - September 2011
The Analyst Magazine October 2010 - September 2011
Greater London Tutors September 2008 - August 2011
Department for Business, Innovation and Skills October 2010 - March 2011
Skills
Economics, International Economics, Economic Policy, Emerging Markets, Econometrics, Macroeconomics, Stata, Economic Research, Microeconomics, Bloomberg, Policy Analysis, Financial Modeling, Financial Markets, Data Analysis, Analysis, Public Policy, Financial Analysis, Research, Eviews, Quantitative Analytics, Econometric Modeling, Economic Modeling, Bloomberg Terminal, Financial Economics, Monetary Policy, Statistics, Political Economy, Financial Regulation, Economic Development, European Union, Policy, Politics, International Relations, Qualitative Research, Trading, Foreign Policy, Strategy, Government, Finance, Investments, Stakeholder Engagement, Capital Markets, Financial Services, Valuation, International..., Microsoft Excel, Banking, Governance, Business Strategy, Project Management
Education
Yale University 2015 — 2016
Master’s Degree, International and Development Economics
London School of Economics and Political Science, U. of London 2009 — 2012
BSc (Hons) Economics, Economics
Guanghua School of Management, Peking University 2011 — 2011
Doing Business in China Programme, International Business
Aderant September 2013 - Present
RR Donnelley March 2011 - September 2013
ECS Consulting September 2009 - September 2013
Beon Group October 2008 - March 2011
Nexxar Group January 2004 - October 2008
JBS Enterprises August 2001 - January 2004
Altiva 1995 - 1998
ITT 1994 - 1995
HSBC 1977 - 1992
Skills
Team Building, Budgets, Strategic Planning, Mergers, Cash Management, Mergers & Acquisitions, Project Planning, Project Management, Business Planning, Management, Strategy, Financial Modeling, Risk Management, Mortgage Servicing, Mortgage Underwriting, Global Human Resources..., Human Resources, Finance, Team Leadership, Leadership, Financial Services, Executive Management, Portfolio Management, Business Intelligence, Analysis, Financial Analysis, Loans
Education
The Ohio State University
Math/Computer Sciences
Fortress Investment Group April 2014 - Present
HSBC December 2009 - April 2014
HSBC Private Bank, New York City June 2009 - December 2009
HSBC Private Bank, Hong Kong October 2008 - June 2009
ALFI, Association of the Luxembourg Fund Industry April 2008 - August 2008
PricewaterhouseCoopers, Luxembourg March 2007 - March 2008
Skills
Investments, Hedge Funds, Asset Allocation, Due Diligence, Finance, Financial Analysis, Investment Management, Mutual Funds, Portfolio Management, Strategy
Education
University of Southern California 2005 — 2006
MA, Communication
The London School of Economics and Political Science (LSE) 2004 — 2005
Msc, Communication
University of Oxford 2001 — 2004
BA (Honours), Economics and Management
Mitchell Consulting Services December 2009 - Present
HSBC May 2011 - July 2011
Akzo Nobel Inc. November 1997 - July 2011
United Stationers February 1993 - November 1996
Monsanto/Fisher Controls Internation Inc. September 1978 - February 1993
Skills
IT Risk Assurance..., SOX, IT Audit, Internal Audit, SAP, Audit, Auditing, Assurance, IT Governance, Governance, Security, IT Management, Compliance, IT Strategy, Risk Mitigation, Risk Management, ERP, Risk Assessment, Change Management, Internal Controls, Business Analysis, Project Implementation, Vendor Management, Strategic Planning, Sarbanes-Oxley Act, System Administration
Education
The Johns Hopkins University 1976 — 1978
M.A.S., Business Administration
University of Iowa 1967 — 1969
B.A., Russian
HSBC April 2015 - Present
Morgan Stanley January 2015 - April 2015
Morgan Stanley January 2013 - December 2014
Morgan Stanley January 2012 - December 2012
Morgan Stanley July 2008 - January 2012
Pfizer May 2007 - August 2007
Pfizer May 2006 - August 2006
Skills
Financial Modeling, Corporate Finance, Risk Management, Cash Management, Financial Analysis, Financial Statement..., Regulatory Capital, Regulatory Requirements, Broker-Dealer, Data Mining, KDB+, MySQL, Fixed Income, Bloomberg
Education
The Johns Hopkins University - Carey Business School 2009 — 2011
MBA
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Finance, International Business
Freehold Boro High School
Columbus Asia Market, Inc. July 2014 - Present
VITA program--volunteer December 2013 - March 2014
Deloitte China July 2013 - August 2013
KONE May 2013 - July 2013
HSBC July 2012 - August 2012
Deloitte China August 2011 - August 2011
Skills
SAP, Microsoft Excel, Microsoft Word, PPT, Mac, Accounting, Finance, Economics, Mandarin, Efficiency, Microsoft Office
Education
The Ohio State University 2013 — 2014
Master of Accounting Program (MAcc), Accounting
The Ohio State University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
TEKsystems November 2012 - Present
GTL USA Inc. August 2012 - October 2012
University of Illinois at Urbana-Champaign August 2011 - December 2011
Datles International December 2009 - December 2010
HSBC May 2009 - August 2009
Skills
Project Management, Business Analysis, Business Strategy, Primavera P6, MS Project, SharePoint, Microsoft Office, Project Planning, Project Coordination, Project Finance, Business Planning, Employee Relations, Employee Benefits, Recruiting, Employee Training, Human Resources, Human Capital, Microsoft Excel, Microsoft Project, Management
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science (MSc), Human Resources and Industrial Relations
The London School of Economics and Political Science (LSE) 2007 — 2010
Bachelor of Science (BSc), Economics and Finance
Marketing Research Program October 2013 - December 2013
Hua Xia Bank June 2013 - July 2013
Statistical Consulting Program March 2013 - May 2013
HSBC June 2012 - July 2012
Beijing Olympic Committee August 2008 - October 2008
Skills
Statistical Modeling, Data Mining, Data Analysis, Risk Assessment, Time Series Analysis, Stochastic Processes, R, SAS, C++, SQL, Matlab, Minitab, Microsoft Word, Microsoft Excel
Education
The Ohio State University 2011 — 2013
Master's degree, Computer Engineering, Applied Statistics
Barclays, Capital Markets May 2013 - Present
HSBC November 2011 - May 2013
Natixis CIB Americas 2009 - November 2011
Morgan Stanley 2008 - 2009
Morgan Stanley 2006 - 2008
Education
The Ohio State University
Bachelor of Science
Farmers Insurance May 2013 - July 2013
HSBC July 2012 - August 2012
Bank of Shanghai June 2012 - July 2012
Skills
Leadership, Finance, Banking, Time Management, Insurance, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Master's degree, Finance, General
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Investment and Banking
HSBC 2012 - Present
JP Morgan 2007 - 2012
UBS Investment Bank 2000 - 2007
Rothschild Asset Management 1994 - 2000
Skills
Equities, Capital Markets, Strategy, Emerging Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, Private Equity, Derivatives, Financial Modeling
Education
Gordonstoun
The London School of Economics and Political Science (LSE)
University of Cambridge
Credit Restoration of Nevada January 2015 - Present
CA Technologies October 2009 - December 2014
Independent Consulting August 2008 - October 2009
HSBC February 2007 - July 2008
Toyota Financial January 2005 - January 2007
Sears December 1997 - December 2004
Advanta May 1994 - November 1997
National City Bank October 1979 - May 1994
Skills
Executive Management, Operations Management, Cross-functional Team..., Strategic Partnerships, Mergers & Acquisitions, Start-ups, P&L Management, Profitability..., Team Leadership, Leadership Development, Talent Acquisition, Outsourcing, Multi-Site Operations, Business Evaluations, Acquisition Integration, Divestitures, Operational Streamlining, Process Improvement, Customer Experience..., Technology Alignment, Technology..., Problem Solving, Strategic Planning, Product Management, Professional Services, Vendor Management, IT Operations, Finance, Project Management, Team Building, M&A experience, Financial Services, Banking, Product Development, Employee Engagement, Business, Insourcing, P&L Financial Management, PMO, Human Resources, Recruiting, Business Transitions, Technology Evaluation, Revenue Improvement, Expense Reduction, New Channel Development, Solution Development, P&L Oversight, Profit Improvement, Business Process...
Education
The Ohio State University 1983 — 1985
Masters of Business Administration (MBA), Fisher College of Business, Finance and Operations, GPA 3.65
University of Delaware
Graduate Studies (all but thesis), Operations and Technology
University of Maryland College Park 1977 — 1979
Bachelor of Science (BS), Business and Management, GPA 3.80
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
HSBC December 2014 - Present
NICE Actimize April 2014 - December 2014
NICE Actimize January 2013 - March 2014
NICE Systems January 2013 - March 2013
Actimize June 2012 - December 2012
Wolters Kluwer Financial Services May 2011 - June 2012
SMS - SAN MARTIN SUAREZ Y ASOCIADOS May 2009 - April 2011
US Treasury, OTA April 2004 - April 2011
SI International September 2001 - April 2004
Adept Consulting February 2000 - September 2001
Skills
Fraud, AML, Risk Management, Financial Risk, Banking, Internal Audit, Financial Services, Enterprise Risk..., Due Diligence, Bank Secrecy Act, Strategy, KYC, Process Improvement, Compliance, Management Consulting, Internal Controls, SaaS, Business Development, Risk Assessment, Regulations, CAMS, BSA, Cybercrime, Subject Matter Experts, Public Speaking, Cloud Security, Latin America, Spanish-speaking, Risk, Fraud Prevention, Fraud Investigations, FSA, Regulatory Risk, Online Fraud, ACH, White Papers, Model Governance, Model Risk Management, Model Validation, Wire Fraud, Bank Fraud, Trade Compliance, Feature Articles, Magazine Articles, Spanish, OFAC, Remittances, Anti Money Laundering, Money Laundering, Analysis
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MS/ITS, Information and Telecommunication Systems for Business
University of Iowa 1989 — 1991
BA, Economics & Finance
Canandaigua Academy 1985 — 1987
Johns Hopkins Medicine June 2013 - April 2014
Light Brigade Consulting December 2012 - June 2013
Children's Hospital Colorado August 2012 - January 2013
BOCI May 2011 - August 2011
Lord Abbett China May 2010 - August 2010
HSBC April 2009 - June 2009
Skills
Mandarin, Data Analysis, Research, R, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Office, SAS, Matlab, Statistics, PowerPoint, Chinese, Bloomberg Terminal, Analysis, Strategy, Leadership, Finance, Valuation, Quantitative Analytics, Economics
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (MBA), Finance&Healthcare
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), Economics
Morris Allen English January 2014 - December 2014
HSBC October 2006 - January 2008
HSBC August 2005 - October 2006
HSBC January 2005 - July 2005
HSBC 2004 - 2005
HSBC 2003 - 2004
HSBC 2002 - 2003
Britannic Assurance 2000 - 2001
Britannic Assurance 1998 - 2000
Skills
Recruitment and..., Learning and..., Operations Management, Team Manager, Customer Relations..., Quality Officer, Six Sigma Green Belt..., Process Migration, Complaint Management, Training Delivery, Coaching Staff, Performance Management, Relationship Management, Recruitment Training, Leadership Development, Occupational Testing..., Sales Training for..., Program Management, Call Centers, Financial Services, Training, Change Management, Management, Stakeholder Management, Team Management, Risk Management, Leadership, Coaching, Sales, Six Sigma
Education
The Open University, UK 2008 — 2012
Bachelor of Arts (Hons), Humanities with English Language
The Open University, UK 2009 — 2011
Diploma, English Language Studies
The Open University 2008 — 2009
Certificate in Humanities
University of Cambridge: ESOL
CELTA, Teaching English as a Second or Foreign Language/ESL Language Instructor
Equilibrium Investment May 2015 - August 2015
T3 Trading Group, LLC August 2014 - March 2015
Titicaca Entertainment LLC, No. 18 Karaoke August 2012 - December 2013
HSBC June 2013 - August 2013
Citi July 2012 - August 2012
Washington University in St. Louis August 2011 - December 2011
Skills
Java, C++, Matlab, Python, Microsoft Excel, Mandarin, Spanish, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master’s Degree, Finance, General
Washington University in St. Louis - Olin Business School 2010 — 2014
BSBA, Finance, Computer Science
HSBC October 2014 - Present
AIG February 2013 - October 2014
Federal Reserve Bank of New York July 2009 - February 2013
Federal Reserve Bank of New York 2008 - 2008
PricewaterhouseCoopers 2002 - 2007
Skills
Financial Modeling, Valuation, Capital Markets, Capital Budgeting, Corporate Finance, Financial Analysis, Bloomberg, Financial Risk, Credit Risk, Strategic Financial..., Treasury
Education
Yale University - Yale School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Maverick Restoration Inc. May 2012 - Present
Progressive Insurance August 2006 - Present
HSBC August 2005 - August 2006
MBNA February 2001 - September 2004
Skills
Insurance, Call Center, Customer Service, Customer Satisfaction, Process Improvement, New Business Development, Business Process..., Business Strategy, Marketing, Marketing Communications, Marketing Strategy, Time Management, Business Decision Making, Analytical Skills, Business Development
Education
University of Phoenix 2010 — 2011
Masters, MBA
The University of Akron 2001 — 2005
Bachelor of Arts, Business and Organizational Communication
IT Glue September 2015 - Present
Fully Managed October 2014 - August 2015
IT Glue June 2014 - December 2014
Fully Managed November 2011 - October 2014
Apple Retail October 2010 - June 2011
Greater Vancouver Youth Unlimited September 2008 - December 2010
Point Grey Community Church August 2004 - September 2008
HSBC September 2003 - August 2004
Sopwith IT Ltd April 2001 - April 2003
CompuCom October 1998 - March 2001
Skills
IT Operations, Microsoft, Apple, ITIL v3 Foundations..., Troubleshooting, Microsoft Exchange, Windows Server, System Deployment, Windows, Leadership, ITIL, Network Administration, Technical Support, iOS, OS X, Active Directory, Mac OS X, Help Desk Support, Servers
Education
University of Southampton 1988 — 1990
Mechanical Engineering
The Open University
Certificate in Management
Summit Pacific College 2005 — 2005
Pastoral Studies
Brink’s November 2012 - Present
Brink’s November 2012 - September 2013
Brink’s May 2011 - November 2012
Mission Arlington Inc. June 2010 - December 2010
Valuescope Inc. March 2010 - May 2010
HSBC Securities November 2007 - May 2008
HSBC 2005 - 2008
HSBC Mortgage Services May 2005 - October 2007
Skills
Leadership, Banking, Finance, Management, Financial Analysis, Valuation, Process Improvement, Risk Management, Business Analysis, Procurement, Vendor Management, Training, Budgets, Project Management, Strategic Planning, Operations Management, Management Consulting, Change Management, Team Building, Purchasing
Education
Dallas Baptist University 2008 — 2009
MBA, Finance
London School of Economics and Political Science 2002 — 2005
Bsc Banking and Finance
University of Calcutta 2002 — 2005
BCom, Accounting
Padworth International College 2000 — 2002
"A" Levels, Economics, Accounting, Law, French, Math & Stats
Calcutta International School 1987 — 2000
"O" Levels
Alliance Francais 1995 — 1998
Diploma, French
Avesta Group ConsultantWorkBook Software A/S2009 - Present
Avesta Group January 1992 - August 2008
iSi-Dentsu of America, Inc. 1998 - 2002
Industrial Bank of Japan 1998 - 2001
HSBC September 1981 - March 1993
Marine Midland Bank 1983 - 1993
Education
The Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance and Operations
EY August 2015 - Present
ifb group February 2014 - May 2015
SAP January 2013 - January 2014
Tullett Prebon, London, UK 2009 - 2009
Berwin Leighton Paisner LLP 2008 - 2009
HSBC 2008 - 2008
Skills
Business Process, Financial Analysis, Business Intelligence, Requirements Analysis, Access, Business Process..., Microsoft Office, Microsoft SQL Server, Business Analysis, HTML, Corporate Finance, Financial Modeling, Financial Services, Data Analysis, Management
Education
London School of Economics and Political Science 2007 — 2010
Bachelor of Science (BSc), Accounting and Finance
U.S. Securities and Exchange Commission May 2015 - July 2015
Charles River Associates August 2012 - May 2014
Wesleyan University September 2011 - May 2012
HSBC June 2011 - September 2011
Skills
Vietnamese, French, Capital IQ, Factiva, CRSP, VBA, Stata, Java, Financial Accounting, DCF Valuation, Valuation Modeling, Valuation, Data Analysis, Economics, Research, Statistics
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.)
Wesleyan University 2008 — 2012
B.A. (High Honors), Mathematics, Economics
London School of Economics and Political Science 2010 — 2011
General Course, Economics, Finance
Mizuho Bank July 2015 - Present
Enactus at the University of Virginia January 2014 - March 2015
Mizuho Bank May 2014 - August 2014
The Crawford Group February 2014 - April 2014
Enactus at the University of Virginia March 2012 - January 2014
Pfizer June 2013 - July 2013
Kissito Healthcare International December 2012 - January 2013
HSBC June 2012 - July 2012
The Virginia Living Museum December 2010 - June 2011
World Wide Fund for Nature July 2010 - August 2010
Skills
Leadership, Analysis, PowerPoint, Market Research, Public Speaking, Marketing, Microsoft Excel, Strategy, Financial Modeling, Teamwork, Management, Project Management, Research
Education
University of Virginia 2011 — 2015
Bachelor of Commerce (B.Com.), Accounting and Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
Management, Entrepreneurship and Global Leadership
Hampton Roads Academy 2009 — 2011
Miller High School 2008 — 2008
HSBC May 2015 - Present
HSBC November 2013 - May 2015
HSBC July 2013 - November 2013
Fisher College of Business September 2009 - May 2013
The Milestone Aviation Group November 2011 - February 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Finance, Access, Accounting, Customer Service, Portfolio Management, Market Research, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor's degree, Finance
HSBC 2012 - Present
HSBC 2005 - 2011
Deutsche Bank 1999 - 2004
Education
The London School of Economics and Political Science (LSE) 1993 — 1995
Master's Degree, Political Science and Government, Masters
Wellesley College
Bachelor's Degree, Political Science and Government
TELUS September 2012 - Present
TELUS July 2009 - August 2012
IBM Canada May 2008 - August 2008
HSBC 2007 - 2007
Skills
Java, Requirements Analysis, Business Analysis, Testing, Data Mining, SDLC, Algorithms, Agile Methodologies, SQL, Unix, Requirements Gathering, Software Development, Web Services, MySQL, CSS, Eclipse, Spring, JSP, HTML, jQuery, JavaScript, Software Design, Spring Framework
Education
The University of British Columbia 2004 — 2009
Bachelor’s Degree, Computer Science Honours
TD May 2015 - Present
HSBC June 2014 - May 2015
RBC June 2013 - May 2014
Sauder School of Business at UBC September 2012 - September 2013
STAPLES Canada August 2011 - October 2011
Skills
Teamwork, Time Management, Customer Service, Team Leadership, Critical Thinking, Microsoft Office, Microsoft Excel, Microsoft Access, Social Media, Highly detail oriented, High Pressure..., Communication Skills, Market Research, Marketing, Fundraising, Event Planning, Access, Event Management, Research, Analysis, Leadership, PowerPoint, Social Networking, Social Media Marketing, Data Analysis, Team Building, Strategy, Microsoft Word, Public Relations, Facebook, Marketing Strategy, Competitive Analysis, Sales, Online Advertising, Entrepreneurship, Marketing Communications, CRM, Team Management, Project Management, Advertising, Retail, Management, Marketing Research, Sponsorship, Project Planning, Business Development, Nonprofits, Strategic Planning, English, Budgets
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Business and Personal/Financial Services Marketing Operations, Business Technology Management
Berkley Professional Liability, LLC February 2015 - Present
Berkley Professional Liability, LLC December 2014 - February 2015
Blue Ocean Global Wealth October 2013 - March 2014
Bloomberg New Energy Finance June 2013 - July 2013
HSBC June 2012 - July 2012
China Guodian Corporation June 2011 - August 2011
Industrial and Commercial Bank of China June 2010 - June 2010
Skills
Accounting, Finance, Stocks, Spreadsheets, Teamwork, Mergers, Financial Analysis, Cost Accounting, Financial Accounting, Mandarin, Microsoft Excel, Financial Reporting, QuickBooks, Access, ACL, Bloomberg Terminal, Portfolio Management, Valuation, Mergers & Acquisitions, Data Analysis, Competitive Analysis, Strategy, Economics, Time Management, Access Lists
Education
The Johns Hopkins University 2013 — 2014
Master's Degree, Finance, General
Purdue University 2009 — 2013
Bachelor's Degree, Management/ Accouting, Minors in Finance, Mathematics, 3.85
APMEX Inc November 2011 - January 2014
HSBC June 2007 - July 2011
Draftfcb July 2005 - September 2006
OgilvyOne August 1999 - June 2001
Skills
Direct Marketing, Online Advertising, Budgets, Team Building, CRM, Digital Strategy, Digital Marketing, Account Management, Advertising, Online Marketing, E-commerce, Marketing, Brand Management, Email Marketing, Marketing Communications, Strategy, Integrated Marketing
Education
Ohio State University
Bachelor of Fine Arts (BFA), Art History, Criticism and Conservation
The Ohio State University
BFA, Art History
Cummins Inc. July 2015 - Present
Prosper Insights & Analytics November 2013 - February 2015
Cummins Inc. June 2014 - August 2014
The Ohio State University August 2012 - December 2013
The Ohio State University August 2012 - August 2013
HSBC May 2013 - July 2013
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor's Degree, Finance, Marketing, and Economics, 3.95/4.00
NGINX, Inc. June 2015 - Present
Recurly November 2014 - June 2015
Google September 2014 - January 2015
Visa March 2013 - September 2014
Marketo July 2011 - January 2013
Independent May 2009 - October 2011
HSBC June 2008 - April 2009
Hargreaves Risk & Strategy June 2007 - May 2008
Humanware April 2006 - May 2007
Navman March 2004 - March 2006
Skills
Product Management, Information Architecture, User Experience, Content Management, SaaS, Project Management, Salesforce.com, Content Strategy, Marketing Automation, Technical Writing, Analytics, Product Marketing, Usability, E-commerce, Agile Methodologies, Enterprise Software, Email Marketing, WordPress, Software Documentation, Program Management, Management, Strategy, Start-ups
Education
London School of Economics and Political Science 2006 — 2007
MSc, Information Systems
University of San Francisco 1988 — 1991
BA, Information Systems Management
ARU October 2013 - Present
UnitedHealthcare July 2012 - October 2013
UnitedHealthcare October 2007 - July 2012
HSBC 2005 - 2007
JP Morgan Chase 2000 - 2005
Skills
CRM, Insurance, Sales, Underwriting, Training, Employee Benefits, Health Insurance, Management, Account Management, Disability Insurance, Strategic Planning, Healthcare, Customer Service, Medicare, Sales Management
Education
The Ohio State University 1996 — 2000
BA, Economics
HSBC February 2015 - Present
HSBC April 2014 - January 2015
HSBC April 2013 - April 2014
HSBC January 2012 - April 2013
HSBC July 2010 - July 2012
Comcast-Spectacor (New Era Tickets & FanOne Marketing) January 2009 - August 2009
Baby Creative June 2008 - August 2008
Supernus Pharmaceuticals, Inc. May 2008 - June 2008
Supernus Pharmaceuticals, Inc. May 2007 - August 2007
Skills
Leadership, Supply Chain Finance, Human Resources, Market Research, Project Management, Talent Management, Banking, Relationship Management, Business Relationship..., Microsoft Office, Microsoft Excel, Organizational..., Management, Training, PeopleSoft, Graduate Recruitment, Driving Results, Strategic Thinking, Team Effectiveness, Employee Engagement
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Economics, Global Business, Strategy
Villanova University 2006 — 2010
BS in Business Administration, Marketing, International Business
The London School of Economics and Political Science (LSE) 2008 — 2008
International Business Strategy
Thomas S. Wootton High School 2002 — 2006
Alexander Mann Solutions January 2012 - Present
Alexander Mann Solutions July 2015 - Present
Alexander Mann Solutions June 2014 - June 2015
HSBC March 2013 - June 2014
Alexander Mann Solutions September 2012 - February 2013
Alexander Mann Solutions January 2012 - September 2012
UltimateSkills Philippines Inc. June 2011 - September 2011
Allied International Manpower Services, Inc November 2008 - March 2011
Philippine Women's University July 2007 - October 2008
Skills
Sourcing, RPO, Technical Recruiting, Screening Resumes, Recruitment Advertising, Applicant Tracking..., Executive Search, Internet Recruiting, Talent Acquisition, Recruiting, Screening, Competency Based..., Student Counseling, Career Counseling, Counseling Psychology, Graduate Recruitment, Candidate Generation, Permanent Placement, Employer Branding
Education
The Philippine Women's University
Master of Arts in Psychology, Industrial Psychology (9units acquired)
The Philippine Women's University
Bachelor's degree, Psychology
Great American Insurance August 2014 - Present
HSBC November 2012 - August 2014
HSBC January 2012 - November 2012
HSBC May 2010 - December 2011
HSBC March 2010 - May 2010
U.S. Bank March 2007 - December 2009
Skills
Series 7, Series 63, Series 6, Licensed Life & Health..., Notary Public, NMLS Licensed, Relationship Management, Investment Strategies, Portfolio Management
Education
The Ohio State University 2002 — 2006
Bachelor's of Science, Economics
ShoreStation Hydraulic Boat Lifts, a division of Midwest Industries, Inc. November 2013 - Present
Belknap Landscape Company, Inc. January 2010 - November 2013
Channel Marine, LLC, Weirs Beach, NH 03247 June 2008 - January 2010
HSBC March 2007 - June 2008
FAY'S BOAT YARD, INC June 2001 - June 2008
Charter Communications March 2000 - June 2001
Charter Communications December 1996 - March 2000
MediaOne November 1988 - December 1996
Time Warner Cable 1982 - 1988
Skills
Marketing Strategy, Public Relations, Media Buying, Trade Shows, Press Releases, New Business Development, Event Planning, Online Marketing, Planet, Marketing Management, Facebook, Event Management, Social Media Marketing, Social Media, Public Speaking, Community Relations, PowerPoint, Key Account Management, Website Development, Strategy, Management, CRM, Budgets, Leadership, Business Development, Social Networking, Sales, Copywriting, Market Planning, Training, Selling, Project Management, Media Relations, Blogging, Customer Satisfaction, Sales Operations, Marketing Communications, B2B, Retail, Customer Retention
Education
The Ohio State University 1978 — 1980
BSBA, Marketing
The Ohio State University 1976 — 1980
Bachelors of Science, Business Administration
Madison High School Home of the fighting RAMS 1972 — 1976
PwC September 2014 - Present
Justice Education Society of BC October 2011 - March 2014
World Dance Company May 2006 - December 2013
HSBC February 2011 - October 2011
HSBC February 2010 - February 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Leadership, Teamwork, Communication, Spanish, Interpersonal Skill, Accounts Receivable, Accounts Payable, Budget Monitoring, Financial Forecasting, Team Building, Report Writing, Sage 50 Quantum..., Team Leadership, Nonprofits, Microsoft Word, Microsoft Office, Dance
Education
The University of British Columbia / UBC 2013 — 2014
Diploma of Accounting (DAP), Accounting
Canadian Securities Institute 2012 — 2013
Canadian Securities Course, Accounting and Finance
The University of British Columbia / UBC 2006 — 2010
Bachelor of Commerce (B.Com.) Honours, Finance
HSBC December 2014 - Present
PwC November 2012 - October 2014
Freddie Mac July 2009 - November 2012
Skills
SAS, SQL, MS Office Suite, Stata, Eviews, VBA, Unix, Quantitative Analytics
Education
Johns Hopkins SAIS 2010 — 2012
MA, Applied Economics
Carnegie Mellon University 2005 — 2009
BS, Economics
Hunter
McKinsey & Company September 2015 - Present
Facebook September 2013 - June 2015
AnswerLab June 2012 - September 2013
AnswerLab January 2010 - June 2012
LinkedIn June 2009 - December 2009
HSBC September 2006 - August 2008
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
MBA, Strategy and Corporate Finance
London School of Economics and Political Science 2008 — 2009
MSc, International Management, Distinction
University of California, Berkeley
B.A., Economics
Citi September 2013 - Present
XL Group December 2011 - September 2013
Marsh January 2010 - December 2011
Marsh June 2005 - January 2010
Marsh November 2003 - June 2005
Marsh March 2001 - November 2003
priceline.com July 2000 - November 2000
Citigroup January 2000 - July 2000
Hamilton & Company March 1998 - January 2000
HSBC August 1997 - February 1998
Skills
Underwriting, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Insurance, Risk Management, Reinsurance, Financial Modeling, Enterprise Risk..., Financial Analysis, Financial Services, Mergers & Acquisitions, Executive Management, Financial Planning, Financial Risk, Project Management, Finance Transformation
Education
Boston College - Carroll School of Management 1993 — 1997
BS Management
The London School of Economics and Political Science (LSE) 1995 — 1995
Xavier High School 1989 — 1993
Capital One May 2012 - Present
HSBC 2010 - May 2012
HSBC 2008 - 2009
HSBC 2004 - 2007
Household International 1999 - 2003
Household International 1996 - 1998
Skills
Credit Risk, Credit, Analytics, Risk Management, SAS, Vendor Management, Business Analysis, Credit Cards, Statistics, Statistical Modeling
Education
Saint Mary's College
Bachelor of Science (B.S.), Mathematics, Business
The Ohio State University
MAS, Master of Applied Statistics
The University of Chicago - Booth School of Business
MBA, Finance
MB Financial 2010 - Present
Federal Deposit Insurance Corporation/Solomon Edwards Group 2009 - 2010
HSBC 2005 - 2008
Discover Financial Services 1996 - 2005
First Card/First National Bank of Chicago/JPMorgan Chase 1993 - 1996
Skills
Risk Management, Compliance, Credit, Risk, Analytics, Strategic Planning, Financial Risk, Process Improvement, Portfolio Management, Mergers, Banking, Mergers & Acquisitions, Enterprise Risk..., Loans, Credit Cards, Management, Financial Services, Commercial Banking, Underwriting, Strategy, Credit Analysis, Financial Analysis
Education
The Ohio State University Fisher College of Business
MBA, Business
University of Illinois at Urbana-Champaign
MA and BA
Bloomberg LP August 2015 - Present
Bloomberg LP November 2012 - Present
UBS June 2010 - October 2011
HSBC May 2003 - June 2010
ABN AMRO Bank N.V. September 2001 - May 2003
J.P. Morgan September 1998 - September 2001
CITIGROUP GLOBAL MARKETS October 1993 - September 1996
Skills
CDS and Corporate Bond..., Financial Regulation, Algorithms, Bonds, Trading, CDS, Credit, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Portfolio Management, Credit Risk, Risk Management, Market Risk, Hedge Funds, Equity Derivatives, Interest Rate..., FX Options, Financial Risk, Banking, Options, Credit Derivatives, Structured Finance, Bloomberg, Structured Products
Education
London School of Economics and Political Science 1997 — 1998
MSc, Finance & Economics
London School of Economics and Political Science 1996 — 1997
Graduate Diploma, Economics
Trinity University 1991 — 1993
BA, Economics
HAVI Global Solutions December 2007 - March 2010
Field Trip Factory October 2005 - February 2007
HSBC July 2004 - May 2005
ACNielsen February 2000 - May 2002
Dominick's Finer Food October 1998 - December 1999
Education
The Ohio State University 1993 — 1997
Master of Science (MS), Family and Consumer Sciences/Human Sciences
HSBC June 2014 - Present
Fortress Investment Group January 2014 - April 2015
Fortress Investment Group May 2013 - December 2013
Fortress Investment Group August 2011 - April 2013
PricewaterhouseCoopers LLP July 2007 - July 2011
ProfitLine January 2007 - June 2007
National City Bank June 2002 - June 2006
Skills
Auditing, US GAAP, Retail Banking, Internal Controls, Assurance, Internal Audit, Sarbanes-Oxley Act
Education
DeVry University 2004 — 2007
B.S., Technical Management w/ Accounting Concentration
The Ohio State University 2002 — 2004
Honors Aeronautical Engineering
High School
HSBC June 2013 - Present
HSBC September 2011 - June 2013
HSBC July 2010 - August 2011
HSBC January 2009 - June 2010
HSBC August 2006 - December 2008
HSBC July 2003 - June 2006
HSBC April 1998 - June 2003
AT&T Capital 1995 - 1998
Coopers & Lybrand 1992 - 1995
Skills
Corporate Finance, Transfer Pricing, IFRS, Valuation, Tax Advisory, Tax, International Tax, Strategy, Financial Services, Capital Markets, Mergers & Acquisitions, Restructuring, Due Diligence
Education
The London School of Economics and Political Science (LSE) 1989 — 1992
Bachelor of Science (BSc), Economics, 2:1
HSBC April 2015 - Present
HSBC November 2013 - April 2015
HSBC August 2006 - November 2013
Royal Bank of Scotland Group October 2003 - July 2006
Skills
Economics, Credit Risk, Basel II, Compliance, Financial Modeling, Financial Risk, Risk Management, Banking, Stress Testing, Credit
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MSc, Economics
University of Pennsylvania 1998 — 2002
BS Engineering, Bioengineering, Economics, Mathamatics
Chartis 2008 - Present
HSBC Securities, inc 2005 - 2007
HSBC 2005 - 2007
Education
The Johns Hopkins University 1999 — 2003
Cold Spring Harbor HS
AFS Technologies, Inc. December 2014 - July 2015
Health Plan Services June 2014 - October 2014
Roosevelt Island Racquet Club September 2005 - August 2013
HSBC July 2008 - April 2009
ASCAP October 2006 - June 2008
Accenture October 2004 - March 2006
Skills
Business Analysis, Management, Program Management, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Quality..., Systems Analysis, Testing, User Acceptance Testing, Visio
Education
The Johns Hopkins University 1996 — 2000
The Johns Hopkins University 1996 — 2000
Bachelor of Science (BS), Mathematical Sciences
Delaware Claims Processing Facitlity March 2008 - Present
JPMorgan Chase October 2007 - March 2008
HSBC January 2007 - October 2007
Bank of America/MBNA January 1992 - December 2006
Skills
Banking, Loans, Credit, Mortgage Banking, Financial Services, Credit Analysis, Risk Management, Consumer Lending, Mortgage Lending, Management, Relationship Management, Credit Cards, Credit Risk, Portfolio Management, Finance
Education
The Ohio State University 1984 — 1989
Bachelor of Arts, English
Hess Corporation June 2014 - Present
IHS 2012 - March 2014
Citi 2009 - 2010
Financial Guaranty Insurance Company 2006 - 2008
Bank of America Merrill Lynch 2004 - 2006
HSBC 2000 - 2001
Bank of America Merrill Lynch 1998 - 2000
Skills
Information Architecture, Digital Media, Corporate Communications, Strategy, Advertising, Digital Marketing, Leadership, Web Content Management, Research, Management, Press Releases, Social Media Marketing, Human Resources, Marketing Communications, Public Relations, Event Management, Project Management, Vendor Management, Nonprofits, Strategic Planning, Financial Reporting, Marketing, Video, Internal Communications, Media Relations, Grant Writing, Social Media, Creative Direction, Deferred Compensation, Strategic Partnerships, Blogging, Event Planning, Onboarding, Team Building, Public Speaking, Copywriting, PowerPoint, Visio, Community Outreach, Speech Writing, Business Analysis, Recruiting, Editing, Customer Service, Change Management, Newsletters, Proposal Writing, User Experience, Process Improvement, Non-profits
Education
New School University 2001 — 2006
Bachelor of Science/Certificate in Screenwriting, Communications/Film Studies
Grainger Industrial Supply March 2011 - Present
ExteNet Systems, Inc. November 2008 - February 2011
Huron Consulting September 2008 - March 2009
Ajilon Legal February 2008 - June 2008
HSBC October 2007 - February 2008
Evans, Loewenstein, Shiminovsky and Moscardini, Ltd. September 2003 - November 2007
Skills
Commercial Real Estate, Contract Negotiation, SaaS, Software Licensing, Legal Advice, Legal Documents, Legal Writing, Telecommunications, Enterprise Software, E-commerce, Corporate Law, Licensing, Negotiation, Intellectual Property, Legal Research
Education
John Marshall Law School 1995 — 1998
Doctor of Law (J.D.), Law
Tulane University 1989 — 1993
Bachelor of Science (B.S.), Ecology and Evolutionary Biology
Jackson Hewitt Tax Service Inc March 2012 - Present
EPS Financial, LLC May 2011 - March 2012
HSBC Technology and Services 2008 - May 2011
HSBC May 2006 - May 2008
Beneficial Financial Group 1985 - 1998
Skills
Business Requirements, Business Analysis, SDLC, Banking, Vendor Management, Requirements Gathering, Requirements Analysis, Process Improvement, MS Project, Finance, Financial Services
Education
Ohio State 1980 — 1984
HSBC 2011 - Present
HSBC Group Management Office 2008 - 2011
HSBC 2004 - 2008
Education
The Johns Hopkins University 1997 — 2001
Edward Jones March 2014 - Present
Johnson & Johnson December 2008 - March 2014
HSBC June 2003 - August 2008
HSBC Financial 2003 - 2008
Skills
Sales Operations, Management, Leadership, Sales, Sales Management, Selling, Customer Service, Negotiation
Education
The University of Akron 1997 — 2000
Bachelor of Arts, Public Relations and Business Communications
Ecolab February 2014 - Present
Ecolab August 2013 - February 2014
Ecolab June 2009 - August 2013
Unishippers/ DHL November 2007 - March 2009
HSBC 2006 - 2007
Enterprise Rent A Car 2000 - 2006
Skills
Consultative Selling, Account Management, New Business Development, Forecasting, Customer Service, B2B, Selling, Salesforce.com, Key Account Development, Sales Operations, Sales, Direct Sales, Sales Process, Leadership, Cold Calling, Sales Management, Sales Presentations, Marketing Strategy, Solution Selling, Key Account Management, Customer Retention, Market Development, Contract Negotiation, Team Building, Business Development
Education
The Ohio State University 1994 — 1999
B.S., Sustainable Resource Management
HSBC Securities December 2012 - Present
HSBC Global Markets November 2011 - December 2012
HSBC October 2010 - November 2011
The Royal Bank of Scotland August 2009 - October 2010
JP Morgan Chase August 2003 - April 2009
Skills
Banking, Equity Derivatives, Investment Banking, Derivatives, Capital Markets, Equities
Education
London School of Economics and Political Science
London School of Economics and Political Science
Self Employed November 2013 - Present
Baxter Credit Union November 2010 - November 2013
Self Employed May 2009 - January 2011
HSBC June 2006 - May 2009
HSBC January 2004 - June 2006
Household International 2003 - 2004
Household International 1996 - 2003
Household International 1993 - 1996
Household International 1987 - 1991
Household Finance 1984 - 1987
Skills
Six Sigma, Cross-functional Team..., Strategy, Process Improvement, Leadership, Management, SDLC, Project Management, Team Leadership, Business Process, Analysis, Quality Assurance, Process Engineering, Analytics, Access, Testing
Education
The University of Akron 1982 — 1983
MBA, Business and Marketing
Huntington National Bank April 2011 - Present
HSBC October 2007 - December 2008
JP Morgan Chase March 1993 - October 2007
Skills
Budgeting, Auditing, Operational Risk, Credit, Audit, Financial Analysis, Financial Reporting, Financial Management, Operations Management, Risk Management, Risk Assessment, banking, Banking, Managerial Finance, Finance, Budgets, Forecasting, Process Improvement, Internal Controls, Strategy, Financial Risk
Education
University of Dayton 1982 — 1986
MBA, Business Administration
The Ohio State University 1977 — 1980
BS Education, English
MetLife July 2015 - Present
AmTrust Financial Services, Inc. (AFSI) May 2013 - June 2015
CPP Group plc July 2003 - May 2013
OnPoint 2009 - 2010
HSBC 2000 - 2003
General Motors 1997 - 1999
General Motors 1995 - 1997
General Motors 1993 - 1995
General Motors 1991 - 1993
General Motors 1981 - 1988
Skills
Finance, Pricing, Mergers, Financial Modeling, Due Diligence, Restructuring, Risk Management, Business Strategy, Business Development, Banking, Strategic Planning, Financial Analysis, Business Planning, Start-ups, Process Improvement, Budgets, Corporate Finance, Management, Mergers, Product Marketing, Program Management, Strategy, Mergers & Acquisitions
Education
The Ohio State University 2015 — 2019
Bachelor of Science (BS), Electrical and Electronics Engineering
The Ohio State University
Advance Degree, Bio Medical Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance, Venture Finance, General Management
Citizens Bank January 2015 - Present
Huntington National Bank July 2011 - January 2015
Huntington National Bank June 2009 - July 2011
HSBC July 2007 - April 2009
HSBC March 2005 - June 2007
HSBC January 2000 - February 2005
Skills
Strategic Planning, Leadership, Sales Management, Business Development, Risk Management, Sales, Management, Training, Team Leadership, Program Management, Coaching, Budgets, Financial Analysis, Product Development, Project Planning, Team Building, Process Improvement, Banking, Insurance
Education
The University of Akron 1994 — 1999
Business Administration and Management, General
Citizens Bank March 2012 - Present
Chase January 2010 - March 2012
HSBC September 2000 - April 2009
Skills
Banking, Branch Management, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Finance, Financial Analysis, Financial Services, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Performance Management, Portfolio Management, Recruiting, Refinance, Relationship Management, Residential Mortgages, Retail Banking, Risk Management, Sales, Sales Management, Selling, Small Business Lending, Team Building, Underwriting, Wealth Management
Education
The University of Akron 1990 — 1994
BA Political Science/Criminal Justice, Political Science
JP Morgan Chase June 2009 - Present
HSBC 2006 - 2009
UAMC 2002 - 2006
Education
University of Phoenix 2003 — 2006
MBA, MBA
The University of Akron 1999 — 2002
BS, Finance
JPMorgan Chase April 2014 - Present
HSBC January 2010 - April 2014
Credit Suisse February 2004 - January 2010
Credit Suisse 2004 - 2009
Skills
Basel II, Credit Risk, Fixed Income, Derivatives, Risk, RWA, Financial Risk, Credit Derivatives, Investment Banking
Education
University of Texas at Dallas - Naveen Jindal School of Management 1999 — 2000
Masters, MIS
The Maharaja Sayajirao University of Baroda 1995 — 1998
Bachelors, Accounting/Auditing
The Gladstone Companies March 2011 - Present
HSBC August 2004 - June 2010
Skills
Valuation
Education
The Johns Hopkins University 2000 — 2004
International Relations
Summit High School 1996 — 2000
Little Passports October 2012 - Present
Morgan Stanley Investment Management October 2006 - August 2009
HSBC October 2005 - October 2006
British Airport Authority - BAA February 2004 - August 2004
Hewitt Associates July 1998 - November 2003
John Hancock Life Insurance Company (U.S.A.) May 1997 - August 1997
Skills
Human Resources, Talent Management, Succession Planning, Employee Engagement, Performance Management, Employee Relations, HR Consulting, HR Policies, Onboarding, HRIS, Recruiting, Talent Acquisition, Personnel Management, Organizational Design, Organizational..., Change Management, Leadership Development
Education
London School of Economics and Political Science 2004 — 2005
Msc, Industrail Relations and Human Resource Management
University of North Carolina at Chapel Hill 1994 — 1998
BA, Industrial Relations and Psychology
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
MDA September 2010 - Present
Math Tutor Network September 2010 - Present
The University of British Columbia January 2009 - September 2010
The University of British Columbia September 2007 - August 2010
Ingres January 2010 - April 2010
HSBC May 2009 - December 2009
Quartz May 2008 - August 2008
Nokia September 2007 - January 2008
MDA January 2006 - August 2006
Skills
XML, SharePoint, InfoPath, ASP.NET, C#, Silverlight, Java, JavaScript, CSS, SOAP, SQL, PHP, VBA, Visio
Education
The University of British Columbia 2004 — 2010
BSc, Computer Science and Commerce
Wells Fargo March 2014 - Present
Everplus January 2013 - June 2013
HSBC August 2011 - August 2012
HSBC March 2011 - August 2011
HSBC October 2009 - March 2011
Commonwealth Bank July 2008 - August 2008
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2008 - July 2008
Skills
Relationship Management, Financial Analysis, Portfolio Management, Wealth Management, Customer Service, AML, Policy Review, Cash Handling, FX
Education
London School of Economics and Political Science 2006 — 2009
Bachelor's degree, Actuarial Science
John Leggott College 2004 — 2006
Shanghai Foreign Language School
HSBC June 2009 - Present
sprint/nextel June 2001 - December 2009
Education
The Ohio State University 1978 — 1980
na, accounting
CIBC June 2014 - Present
TAA and Associate January 2013 - June 2014
Nexen July 2012 - December 2012
CIBC July 2008 - August 2011
RBC November 2006 - July 2008
HSBC July 2006 - November 2006
TD June 2004 - July 2006
ExxonMobil October 2000 - April 2004
Skills
Strategy, Risk Management, Financial Analysis, Project Management, Budgets, Contract Negotiation, Prince Practitioner, Plannning, Procurement, Management, Project Planning, Training, Forecasting, Team Leadership, Process Improvement, Marketing, Safety Practices, Performance Management, Strategic Planning, Business Analysis, Management Consulting, Business Development, Business Planning, Data Analysis, Teamwork, Budgeting, Sales Management, People Management
Education
University of Westminster 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, Merit
London School of Economics and Political Science 2002 — 2003
Master of Science (MSc), Management Information Systems
University of Lagos 1993 — 1998
Bachelor of Science (BSc), Chemical Engineering
HSBC
Education
The John Marshall Law School 1982 — 1985
Doctor of Law (J.D.)
HSBC
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Business Requirements, Visio, SDLC
Education
The University of British Columbia / UBC
Computer Science
Zomato August 2015 - Present
Immaculate Logistics July 2013 - August 2013
HSBC May 2012 - August 2012
Vardhman June 2009 - October 2009
Skills
Microsoft Office, Leadership, Financial Accounting, Banking, Due Diligence, Macroeconomics, Microsoft Word, Microsoft Excel, Strategic Financial..., Funding, Fixed Income, Organizational..., Financial Modeling, Analytics, Social Networking, Venture Capital, Statistics, Critical Thinking, Mergers & Acquisitions, Business Planning, Wealth Management, Excel, Bloomberg, Bloomberg Terminal, Capital IQ, Google Adwords, JMP, Business Valuation, PowerPoint
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BSc), Finance
Bocconi University 2013 — 2013
Marshall International Exchange Program
London School of Economics and Political Science
Summer School, Economics
The Ohio State University July 2015 - Present
Behavioral Research at Darden Lab: Darden School of Business, University of Virginia June 2013 - May 2015
HSBC June 2012 - August 2012
Skills
Matlab, Stata, Microsoft Office, Research, Java, LaTeX, Literature Reviews, Qualtrics, Amazon Mechanical Turk
Education
The Ohio State University 2015 — 2020
Doctor of Philosophy (Ph.D.), Economics
University of Virginia 2011 — 2015
Bachelor of Science (BS), Economics and Mathematics
The High School Affiliated to Renmin University of China 2005 — 2011
HSBC 2013 - 2013
J.P. Morgan 2012 - 2012
Education
London School of Economics and Political Science 2013 — 2014
MSc, Risk and Finance
University of St. Andrews 2009 — 2013
Bachelor's degree
HSBC July 2013 - August 2013
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor's Degree, Finance, General
HSBC Vice PresidentCiti1984 - 2001
Education
Johns Hopkins SAIS 1988 — 1990
Master's degree, Business, Management, Marketing, and Related Support Services
Towson University 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan May 2015 - July 2015
Goldstate Securities Co., Ltd. June 2013 - August 2013
HSBC June 2012 - August 2012
Skills
C++, R, Java. Know..., Saxophone Lv.10, Xiao..., Latin (3rd place in..., Matlab, Javaplex (a..., MS Excel, Word, PPT,...
Education
Ohio State University - Fisher College of Business 2011 — 2015
Bachelor’s Degree, B.S. Finance, Mathematics
The Ohio State University 2011 — 2015
Bachelor’s Degree, Theoretical Mathematics
Chase January 2015 - Present
HSBC November 2010 - November 2014
Nokia May 2009 - October 2010
Skills
Commercial Banking, Accounting, Communication Skills, Customer Service, Risk Analysis, Credit, Credit Risk, Credit Analysis, Financial Analysis, Financial Risk, Intercultural Education, Finance, Corporate Finance, Management, Team Player, Teamwork, Time Management, Organizational..., International Economics, Financial Economics, Business Economics, Bilingual-Chinese, Analysis, Financial Reporting, Banking, Financial Accounting
Education
UNSW Australia 2007 — 2008
Master's Degree, Accounting and Finance
University of Wollongong 2006 — 2006
Master's Degree, International Business
The London School of Economics and Political Science (LSE) 2002 — 2005
Bachelor's Degree, Business Administration and Management, General
HSBC December 2002 - April 2015
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Clarity, MKS Integrity, Software Project..., Lotus Notes, Management, PMO, SDLC, Customer Service, Vendor Relationship..., Software Testing, Credit Cards, User Acceptance Testing, Software Documentation, Business Process..., Banking, Data Analysis
Education
The Ohio State University 1971 — 1976
Bachelor's Degree, German Language and Literature