HSBC Company

Industry: Financial services company

Description

HSBC 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 261010Headquarters: London, United KingdomParent organization: HSBCCEO: 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.

Site: http://www.hsbc.co.uk/

Social Links: https://www.facebook.com/hsbcuk, https://twitter.com/HSBC_UK, http://www.youtube.com/user/hsbcuk

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16,776 employees in database.
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HSBC List of Employees: 1992-2019
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HSBC Employees

Employee
Years
Job
Industry
Lucas LuLucas Lu Greater New York City Area
HSBC Years June 2012 - August 2012
Job Business Analyst at Western Capital Management Co.,LTD
Industry Financial Services
Experience
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

Eric (Xitian) WangEric (Xitian) Wang New York, New York
HSBC Years July 2010 - August 2010
Job Advisory Consultant at Deloitte
Industry Financial Services
Experience
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

Tongli (Tony) ZhangTongli (Tony) Zhang Baltimore, Maryland
HSBC Years October 2012 - December 2012
Job Master of Science in Finance Student, Teaching Assistant at Johns Hopkins University Carey Business School
Industry Financial Services
Experience
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

Julia LiJulia Li Washington D.C. Metro Area
HSBC Years February 2013 - April 2013
Job Graduate student from Johns Hopkins Carey Business School
Industry Banking
Experience
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

Jiayi (Amanda) LiaoJiayi (Amanda) Liao Columbus, Ohio
HSBC Years June 2013 - August 2013
Job Senior student in the Ohio State Univeristy
Industry Accounting
Experience
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

Shiqi WuShiqi Wu Gainesville, Florida
HSBC Years July 2012 - August 2012
Job Current student of Master of Science in Information Systems and Operations Management at University of Florida
Industry
Experience
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

David AckermanDavid Ackerman Glen Head, New York
HSBC Years June 2015 - August 2015
Job Student at Johns Hopkins University
Industry Financial Services
Experience
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

Yen TanYen Tan San Francisco Bay Area
HSBC Years February 2013 - May 2014
Job Investment Professional at SoftBank
Industry Venture Capital & Private Equity
Experience
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

(Chester) Chen Zhang(Chester) Chen Zhang Greater Los Angeles Area
HSBC Years June 2013 - August 2013
Job Operations Research Engineer
Industry Financial Services
Experience
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

Danielle O'GradyDanielle O'Grady Greater Denver Area
HSBC Years March 2007 - November 2007
Job Group Sales Specialist for Breckenridge Resort in Colorado
Industry Leisure, Travel & Tourism
Experience
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

Melissa DavisMelissa Davis Greater Seattle Area
HSBC Years March 2005 - September 2008
Job Sr. Director, Leadership & Organization Development
Industry Human Resources
Experience
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

Qiongpei(Olivia) MaoQiongpei(Olivia) Mao Washington, District Of Columbia
HSBC Years August 2012 - February 2013
Job Student@Johns Hopkins University Carey business school
Industry Financial Services
Experience
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

David ZhangDavid Zhang San Francisco Bay Area
HSBC Years July 2011 - July 2013
Job Hedge Fund Analyst at Dorsal Capital Management, LLC
Industry Investment Management
Experience
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

Mehdi NaqviMehdi Naqvi Columbus, Ohio
HSBC Years June 2010 - July 2010
Job Graduate Student Master's in Applied Statistics
Industry Higher Education
Experience
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

Dustin FultzDustin Fultz Columbus, Ohio
HSBC Years September 2014 - October 2014
Job Staff Accountant | Upsourced Accounting
Industry Accounting
Experience
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

Sicong LiSicong Li New York, New York
HSBC Years July 2012 - August 2012
Job Energy Consultant at Geatain Engineering
Industry Civil Engineering
Experience
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

Qianyun(Elsa) ZhaoQianyun(Elsa) Zhao Columbus, Ohio Area
HSBC Years June 2012 - July 2012
Job Private Wealth Management Intern at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Deborah SungDeborah Sung Santa Cruz, California
HSBC Years May 2014 - September 2015
Job Student at University of California, Santa Cruz
Industry
Experience
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

Troy J. EdwardsTroy J. Edwards Greater New York City Area
HSBC Years 2003 - 2006
Job Account Executive at Fiserv
Industry Financial Services
Experience
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

Ran HeRan He Columbus, Ohio
HSBC Years May 2013 - June 2013
Job Student at Ohio State Univerisity
Industry Higher Education
Experience
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)

Kelly NewsomKelly Newsom Columbus, Ohio Area
HSBC Years 2003 - 2007
Job Sales and Retention Executive Anthem
Industry Insurance
Experience
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

David RoperDavid Roper Vancouver, Canada Area
HSBC Years May 2006 - December 2006
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
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

Dexter WilsonDexter Wilson New York, New York
HSBC Years 2012 - 2013
Job Change Agent, Project Management Professional, Six Sigma Black Belt
Industry Insurance
Experience
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

John TreadwellJohn Treadwell Washington D.C. Metro Area
HSBC Years April 2013 - Present
Job Relationship Manager at HSBC
Industry Financial Services
Experience
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

Garin DanielianGarin Danielian Washington D.C. Metro Area
HSBC Years 2006 - 2006
Job Sr. Business Analyst at Navy Federal Credit Union
Industry Banking
Experience
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

Elizabeth HalfinElizabeth Halfin Greater Chicago Area
HSBC Years 1991 - 1993
Job Vice President, Capital Markets Portfolio Manager at Fifth Third Bank
Industry Banking
Experience
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

Junyi (Charlene) LiuJunyi (Charlene) Liu Washington D.C. Metro Area
HSBC Years June 2009 - August 2009
Job Research Analyst at Freddie Mac
Industry Financial Services
Experience
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

Ali UppalAli Uppal New Haven, Connecticut
HSBC Years June 2011 - September 2011
Job Master's candidate, Yale University
Industry International Trade and Development
Experience
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

Jack ElrodJack Elrod Canton, Georgia
HSBC Years 1977 - 1992
Job Sr. Principal Consultant at Aderant
Industry Financial Services
Experience
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

Saskia VentujolSaskia Ventujol Greater New York City Area
HSBC Years December 2009 - April 2014
Job Product Specialist at Fortress Investment Group
Industry Investment Management
Experience
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

George A. MitchellGeorge A. Mitchell Greater Denver Area
HSBC Years May 2011 - July 2011
Job Semiretired; Current Relocation Director GayRealEstate.com/Hammerberg & Associates
Industry Computer & Network Security
Experience
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

Jordan Hacker, MBAJordan Hacker, MBA Greater New York City Area
HSBC Years April 2015 - Present
Job AVP Reg W at HSBC
Industry Financial Services
Experience
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

Boli WangBoli Wang Columbus, Ohio
HSBC Years July 2012 - August 2012
Job MAcc Program, The Ohio State University
Industry Accounting
Experience
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

Hassan MajeedHassan Majeed Bloomington/Normal, Illinois Area
HSBC Years May 2009 - August 2009
Job Project Management Consultant
Industry Insurance
Experience
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

Shengming LiaoShengming Liao Columbus, Ohio
HSBC Years June 2012 - July 2012
Job Data Scientist, Business Analyst, Statistical Consultant
Industry Computer Networking
Experience
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

Jason EvilsizorJason Evilsizor Greater New York City Area
HSBC Years November 2011 - May 2013
Job Vice President at Barclays
Industry Financial Services
Experience
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

Xiuwen (Maya) DongXiuwen (Maya) Dong Baltimore, Maryland
HSBC Years July 2012 - August 2012
Job Student at the Johns Hopkins University Carey Business School
Industry Financial Services
Experience
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

Ben LaidlerBen Laidler Greater New York City Area
HSBC Years 2012 - Present
Job Global Equity Strategist & Head of Americas Research at HSBC
Industry Investment Banking
Experience
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

Craig MaynardCraig Maynard United States
HSBC Years February 2007 - July 2008
Job P&L Enhancing, Senior Operations Leader (open to new opportunities)
Industry Executive Office
Experience
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

Michael MurrerMichael Murrer New York, New York
HSBC Years 2005 - 2005
Job Vice President at Jefferies
Industry Investment Banking
Experience
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

Joseph Bognanno, CAMSJoseph Bognanno, CAMS Greater New York City Area
HSBC Years December 2014 - Present
Job SVP, Head of US FCC & RC Systems Control & Analytics
Industry Financial Services
Experience
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

Xian Zoey GaoXian Zoey Gao Washington D.C. Metro Area
HSBC Years April 2009 - June 2009
Job Healthcare Consulting, MBA '14 at Johns Hopkins University
Industry Higher Education
Experience
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

Janet ManderfeldJanet Manderfeld Katy, Texas
HSBC Years October 2006 - January 2008
Job
Industry Primary/Secondary Education
Experience
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

Samson XueSamson Xue Baltimore, Maryland Area
HSBC Years June 2013 - August 2013
Job MSF student at Johns Hopkins University
Industry Financial Services
Experience
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

S. Ahmer AlamS. Ahmer Alam Greater New York City Area
HSBC Years October 2014 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
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

James YoxtheimerJames Yoxtheimer Cleveland/Akron, Ohio Area
HSBC Years August 2005 - August 2006
Job
Industry Insurance
Experience
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

Tom SopwithTom Sopwith Vancouver, Canada Area
HSBC Years September 2003 - August 2004
Job Partner Success Manager at IT Glue
Industry Information Technology and Services
Experience
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

Smita DavisSmita Davis Dallas/Fort Worth Area
HSBC Years 2005 - 2008
Job Procurement Manager at Brinks Inc.
Industry Financial Services
Experience
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

David Dwight DingwallDavid Dwight Dingwall Greater New York City Area
HSBC Years September 1981 - March 1993
Job Vice President at Avesta Group
Industry Financial Services
Experience
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

Thomas PhiliposeThomas Philipose Greater New York City Area
HSBC Years 2008 - 2008
Job Senior at EY
Industry Financial Services
Experience
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

Zachary K. NguyenZachary K. Nguyen Berkeley, California
HSBC Years June 2011 - September 2011
Job J.D. Candidate at University of California, Berkeley, School of Law
Industry Law Practice
Experience
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

Chuxi SunChuxi Sun Charlottesville, Virginia
HSBC Years June 2012 - July 2012
Job Acquisition Finance Analyst at Mizuho Bank
Industry Investment Banking
Experience
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

David KrezmerDavid Krezmer Greater Atlanta Area
HSBC Years May 2015 - Present
Job Corporate Banking Associate at HSBC
Industry Banking
Experience
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

Juanita GutierrezJuanita Gutierrez New York, New York
HSBC Years 2012 - Present
Job Senior Vice President at HSBC
Industry Financial Services
Experience
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

Cindy LaiCindy Lai Vancouver, Canada Area
HSBC Years 2007 - 2007
Job Business System Analyst II at TELUS
Industry Telecommunications
Experience
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

Chase LeeChase Lee Vancouver, Canada Area
HSBC Years June 2014 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Yinzhe (Andrea) LiYinzhe (Andrea) Li Greater New York City Area
HSBC Years June 2012 - July 2012
Job Actuarial Analyst at Berkley Professional Liability, LLC
Industry Insurance
Experience
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

Nancy BersinNancy Bersin Greater New York City Area
HSBC Years June 2007 - July 2011
Job Marketing & Communications Specialist
Industry Marketing and Advertising
Experience
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

Yuxuan (Tina) WangYuxuan (Tina) Wang Columbus, Ohio
HSBC Years May 2013 - July 2013
Job Pricing Analyst at Cummins Inc.
Industry Marketing and Advertising
Experience
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

Floyd SmithFloyd Smith Oakland, California
HSBC Years June 2008 - April 2009
Job Technical Marketing Writer at NGINX
Industry Information Technology and Services
Experience
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

Fred TronconeFred Troncone Indianapolis, Indiana
HSBC Years 2005 - 2007
Job National Vice President Health Benefits and Ancillary Lines at ARU
Industry Insurance
Experience
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

Christina KhattarChristina Khattar New York, New York
HSBC Years February 2015 - Present
Job Vice President at HSBC, MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
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

Michelle BetitaMichelle Betita Cleveland/Akron, Ohio Area
HSBC Years March 2013 - June 2014
Job Lead Specialist on behalf of Medtronic at Alexander Mann Solutions
Industry Staffing and Recruiting
Experience
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

Philip PoonoosamyPhilip Poonoosamy Cincinnati, Ohio
HSBC Years November 2012 - August 2014
Job Field Sales Manager at Great American Insurance
Industry Financial Services
Experience
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

Dale SquiresDale Squires Panama City Beach, Florida
HSBC Years March 2007 - June 2008
Job ShoreStation Hydraulic Boat Lifts, a division of Midwest Industries, Inc.
Industry Marketing and Advertising
Experience
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

Daniela UgarteDaniela Ugarte Vancouver, Canada Area
HSBC Years February 2011 - October 2011
Job Associate, Audit and Assurance, Pricewaterhouse Coopers
Industry Accounting
Experience
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

Brett RehfeldBrett Rehfeld Greater New York City Area
HSBC Years December 2014 - Present
Job Manager Financial Analysis at HSBC
Industry Financial Services
Experience
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

Liang ZhangLiang Zhang Chicago, Illinois
HSBC Years September 2006 - August 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
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

Damon AscolaniDamon Ascolani Greater Chicago Area
HSBC Years May 2013 - Present
Job Global Head of Contracts and Policy at HSBC
Industry Banking
Experience
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

Julie DavenportJulie Davenport Greater Chicago Area
HSBC Years
Job EVP General Counsel HSBC Retail Banking and Wealth Management/HSBC Finance Corp
Industry Hospital & Health Care
Experience
HSBC   

Education
The John Marshall Law School   1982 — 1985
Doctor of Law (J.D.)

Peter S. KomonPeter S. Komon Greater Chicago Area
HSBC Years October 2007 - February 2008
Job Sr. Corporate Counsel at Grainger Industrial Supply
Industry Law Practice
Experience
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

Barbara OrdesBarbara Ordes Tampa/St. Petersburg, Florida Area
HSBC Years July 2008 - April 2009
Job Analyst
Industry Information Technology and Services
Experience
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

Jane LaffermanJane Lafferman Lutherville Timonium, Maryland
HSBC Years Vice PresidentCiti1984 - 2001
Job Financial Service Center DirectorRetired at HSBC
Industry Financial Services
Experience
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

Laura Breckner RaiderLaura Breckner Raider Greater New York City Area
HSBC Years 2005 - 2007
Job Manager, Chartis
Industry Insurance
Experience
Chartis   2008 - Present
HSBC Securities, inc   2005 - 2007
HSBC   2005 - 2007

Education
The Johns Hopkins University   1999 — 2003

Cold Spring Harbor HS

Rachel LopesRachel Lopes Washington D.C. Metro Area
HSBC Years August 2004 - June 2010
Job Marketing Coordinator at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
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

Richard KaoRichard Kao New York, New York
HSBC Years 2011 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC   2011 - Present
HSBC Group Management Office   2008 - 2011
HSBC   2004 - 2008

Education
The Johns Hopkins University   1997 — 2001

Manli YANGManli YANG San Francisco Bay Area
HSBC Years November 2010 - November 2014
Job Professional banker
Industry Banking
Experience
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

Ben BoymelBen Boymel New York, New York
HSBC Years 2013 - 2013
Job London School of Economics
Industry Banking
Experience
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

Chase van der RhoerChase van der Rhoer New York, New York
HSBC Years May 2003 - June 2010
Job Global Credit Derivatives Product Manager
Industry Capital Markets
Experience
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

Del Adeyemi, MBADel Adeyemi, MBA Calgary, Canada Area
HSBC Years July 2006 - November 2006
Job Branch Manager at CIBC
Industry Banking
Experience
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

Divya RaiDivya Rai Greater Los Angeles Area
HSBC Years May 2012 - August 2012
Job Student at University of Southern California Marshall School of Business
Industry Investment Banking
Experience
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

Farhan AminFarhan Amin New York, New York
HSBC Years October 2010 - November 2011
Job Head of Americas BRCM, HSBC Global Markets
Industry Banking
Experience
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

John MollicaJohn Mollica Greater New York City Area
HSBC Years August 1997 - February 1998
Job CFO/Finance Transformation
Industry Insurance
Experience
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

Kevin WittsKevin Witts Greater New York City Area
HSBC Years June 2013 - Present
Job Head of Tax, HSBC US at HSBC
Industry Financial Services
Experience
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

Ling NiLing Ni Greater New York City Area
HSBC Years August 2011 - August 2012
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
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

Matthew FinkMatthew Fink Greater New York City Area
HSBC Years April 2015 - Present
Job Vice President, Strategic Analytics at HSBC
Industry Banking
Experience
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

Sara OnstadSara Onstad Charlotte, North Carolina
HSBC Years October 2005 - October 2006
Job Marketing Manager at Little Passports
Industry Human Resources
Experience
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

Amit ThakkarAmit Thakkar Greater New York City Area
HSBC Years January 2010 - April 2014
Job Executive Director at JPMC
Industry Investment Banking
Experience
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

Raphael DentRaphael Dent Houston, Texas Area
HSBC Years 2000 - 2001
Job HR Associate at Hess Corporation
Industry Program Development
Experience
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

Daisy YenDaisy Yen Greater Chicago Area
HSBC Years July 2004 - May 2005
Job A market research specialist and a passionate Chinese Educator.
Industry Market Research
Experience
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

Baocheng WeiBaocheng Wei Columbus, Ohio Area
HSBC Years June 2012 - August 2012
Job Student at The Ohio State University
Industry Financial Services
Experience
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

Pamela BirnbrichPamela Birnbrich Columbus, Ohio Area
HSBC Years October 2007 - December 2008
Job Segment Risk Manager at Huntington National Bank, Certified Internal Auditor
Industry Banking
Experience
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

Kelly McCordKelly McCord Greater New York City Area
HSBC Years June 2014 - Present
Job Regulatory Relationship Manager at HSBC
Industry Financial Services
Experience
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

Cathy DolsenCathy Dolsen Greater Chicago Area
HSBC Years 2010 - May 2012
Job Senior Director, Statistical Analysis at Capital One
Industry Financial Services
Experience
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

Tony CairoTony Cairo Greater New York City Area
HSBC Years May 2006 - May 2008
Job Director, Financial Product Operations at Jackson Hewitt Tax Service Inc
Industry Information Technology and Services
Experience
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

Greg MazzaGreg Mazza Greater Minneapolis-St. Paul Area
HSBC Years 2000 - 2003
Job VP, Head of Strategy and Governance at MetLIfe
Industry Financial Services
Experience
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

david godbolddavid godbold United States
HSBC Years June 2009 - Present
Job customer service/sales at HSBC
Industry Financial Services
Experience
HSBC   June 2009 - Present
sprint/nextel   June 2001 - December 2009

Education
The Ohio State University   1978 — 1980
na, accounting

Shuo XuShuo Xu Columbus, Ohio
HSBC Years June 2012 - August 2012
Job Student at The Ohio State University
Industry Research
Experience
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

Amos SnyderAmos Snyder Roanoke, Virginia Area
HSBC Years 2006 - 2007
Job District Sales Manager Ecolab
Industry Chemicals
Experience
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

Jane UtgardJane Utgard Wilmington, Delaware
HSBC Years January 2007 - October 2007
Job Claims Reviewer
Industry Banking
Experience
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

Nick FeisonNick Feison Longwood, Florida
HSBC Years December 2002 - April 2015
Job Software Senior Business Analyst at HSBC
Industry Banking
Experience
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

Laura LabnoLaura Labno Greater Chicago Area
HSBC Years 2005 - 2008
Job FVP Enterprise Risk Management at MB Financial
Industry Banking
Experience
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

Liting HuangLiting Huang Columbus, Ohio Area
HSBC Years July 2013 - August 2013
Job
Industry
Experience
HSBC   July 2013 - August 2013

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2014
Bachelor's Degree, Finance, General

Dave PhilippsDave Philipps Greater Chicago Area
HSBC Years June 2006 - May 2009
Job Process Improvement Consulting Services
Industry Banking
Experience
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

Tony PiccirilloTony Piccirillo Cleveland/Akron, Ohio Area
HSBC Years September 2000 - April 2009
Job AVP, Branch Manager II at Citizens Bank
Industry Banking
Experience
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

William SprinzlWilliam Sprinzl Cleveland/Akron, Ohio Area
HSBC Years July 2007 - April 2009
Job Senior Vice President & Retail Banking at Citizens Bank
Industry Banking
Experience
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

Stacy McVanStacy McVan Dublin, Ohio
HSBC Years June 2003 - August 2008
Job Financial Advisor
Industry Financial Services
Experience
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

Valerie HendlerValerie Hendler Phoenix, Arizona Area
HSBC Years 2006 - 2009
Job Operations Team Manager at JP Morgan Chase
Industry Financial Services
Experience
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

Ambrose TongAmbrose Tong Vancouver, Canada Area
HSBC Years
Job Sr Business Analyst at HSBC
Industry Financial Services
Experience
HSBC   

Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Business Requirements, Visio, SDLC

Education
The University of British Columbia / UBC
Computer Science

Henry ChowHenry Chow Vancouver, Canada Area
HSBC Years May 2009 - December 2009
Job Business Systems Analyst at MDA Corporation
Industry Computer Software
Experience
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