HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
DeVry University March 2009 - Present
DeVry University March 2010 - May 2010
Sims Metal Management Limited July 2008 - December 2008
American Association of School Librarians January 2008 - February 2008
HSBC July 2007 - August 2007
Skills
Higher Education, Adult Education, Research, Staff Development, Student Affairs, Distance Learning, Leadership Development, Teaching, E-Learning, Curriculum Development, Curriculum Design, Critical Thinking, Instructional Design, Program Implementation, Student Recruiting, Academia, Student Financial Aid, Academic Administration, Strategic Leadership, Writing, Career Counseling, Academic Advising, Enrollment Management, Resume Writing, Student Engagement, Retaining Customers, Faculty Development, Higher Education...
Education
The Union Institute and University 2012 — 2019
Doctor of Philosophy (Ph.D.), Interdisciplinary Studies
Tiffin University 2008 — 2009
Masters, Humanities (African History, History of Science, Mystery Literature)
University of Illinois at Chicago 2004 — 2007
Bachelor's, History (Africa & History of Science)
South Jersey Federal Credit Union January 2015 - Present
Long Beach City Employees FCU April 2012 - January 2015
WestStar Credit Union September 2009 - April 2012
HSBC August 1995 - August 2006
Skills
Operations Management, Sales Management, Risk Management, Collections, Organizational...
Education
The University of Texas at Austin 1989 — 1994
Bachelor's degree, Economics / Statistics
Waste Management June 2011 - December 2013
Target July 2010 - November 2011
Self - Employed July 2009 - July 2010
HSBC May 2006 - May 2009
HSBC October 2002 - May 2006
HSBC February 1998 - October 2002
Skills
Customer Service, Customer Satisfaction, Customer Retention, Call Centers, Data Entry, Microsoft Excel, Microsoft Office, Outlook, Process Improvement, Team Building, Microsoft Word, Operations Management, Invoicing, Training, Account Management
Education
Triton College 2012 — 2015
Associate's degree, Business Administration and Management, General
HSBC January 2015 - Present
Durham Chinese Canadian Culture Centre September 2014 - November 2014
Canada National TV March 2014 - May 2014
TIP Ambassador Programs September 2013 - January 2014
Trent International Program Orientation Campe August 2013 - September 2013
Trent University Chinese Student Association September 2012 - April 2013
Sapporo Japanese Restaurant August 2011 - August 2012
Skills
Public Speaking, Time Management, Marketing, Customer Service, Research, Teamwork, PowerPoint, Critical Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, English, Social Networking, Facebook, Administrative Work, Sales, Event Planning, Mandarin, Cantonese, Complaint Management, People Skills, Telephone Skills, Self-starter, Multi Tasking, Social Media Marketing, Leadership, Management, Team Leadership, Communication, Problem Solving, Team Building, Event Management, Strategic Planning, Nonprofits, Marketing Strategy, Fundraising, Financial Analysis
Education
Canadian Securities Institute 2014 — 2014
Canadian Securities Course
Canadian Securities Institute 2014 — 2014
Conduct and Practice Handbook Course
Trent University 2009 — 2014
Bachelor of Business Administration (BBA)
Venable LLP September 2013 - Present
Wells Fargo August 2013 - September 2013
Special Counsel January 2012 - August 2013
Blibaum & Associates, P.A. January 2011 - August 2011
United States Mint August 2010 - October 2010
Social Security Administration September 2009 - May 2010
Maryland General Assembly January 2010 - April 2010
HSBC March 2005 - August 2009
MBNA (now Bank of America) November 2004 - March 2005
AvCard, A Divisionof Kropp Holdings, Inc, (now World Fuel Services Corporation) June 2002 - November 2004
Skills
Legal Research, Legal Writing, Westlaw, Litigation Support, Mediation, Document Review, Research, International Relations, Microsoft Office, Editing, PowerPoint, Negotiation, Customer Service, Litigation, Legal Issues, Courts, Intellectual Property, Personal Injury, Family Law, Motions, Pleadings
Education
University of Baltimore School of Law 2007 — 2011
Doctor of Law (JD)
University of Baltimore 2006 — 2009
Master of Business Administration (MBA)
Towson University 1998 — 2002
Bachelor of Science (B.S.), Political Science
Perry Hall High School 1994 — 1998
Wells Fargo Home Mortgage Mortgage ConsultantHSBC2013 - Present
HSBC 2013 - Present
Education
Towson University
The University of Texas at San Antonio June 2013 - Present
The University of Texas at San Antonio August 2012 - May 2013
Essence Futures Limited June 2010 - May 2012
HSBC March 2010 - April 2010
Agricultural Bank of China June 2009 - September 2009
Skills
Research, Statistics, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Data Analysis, SAS, R, Microsoft Word, Statistical Modeling
Education
The University of Texas at San Antonio 2012 — 2014
Master's degree, Applied Statistics
Shanghai University of Finance and Economics 2006 — 2010
Bachelor's degree, Econometrics
University of Southampton 2008 — 2009
Economics
BNSF Railway February 2014 - Present
American Airlines July 2012 - January 2014
United Airlines July 2009 - June 2012
HSBC July 2008 - May 2009
HSBC July 2007 - July 2008
Allstate 2000 - 2007
USAA 1992 - 2000
Skills
Mergers, Financial Reporting, Grassroots Organizing, Crisis Communications, Strategic Communications, Internal Communications, Media Relations, Corporate Communications, Public Relations, Communication Training, Crisis Management, Press Releases, Marketing Communications, Communications Planning, Strategic Planning, Social Media, Integrated Marketing, Investor Relations, Public Speaking, Mergers, Public Affairs, Reputation Management, Strategy
Education
The University of Texas at San Antonio
Bachelor's Degree
University of Illinois at Chicago
Master of Business Administration (M.B.A.)
Swift Transportation June 2014 - Present
Excheam LLC (Excheam.com)(a used textbook trading website) 2013 - February 2014
Thunderbird School of Global Management May 2013 - August 2013
Sinopharm October 2011 - July 2012
HSBC July 2011 - August 2011
Zhixiang Textile Company Ltd. January 2011 - March 2011
Skills
Quantitative Analytics, Analytical Background, Financial Modeling, Financial Reporting, Ratio Analysis, Cross Cultural..., Positive Team Player, SPSS, Eviews, Microsoft Applications, Cantonese, Mandarin, English, Data Analysis, Analysis, Finance, Ratios, Valuation, Entrepreneurship, Economics
Education
Thunderbird School of Global Management 2012 — 2014
Master of Science (MS), Global Finance, 3.89/4.0
Wuhan University 2007 — 2011
Bachelor of Science (BS), Economics(Finance), 3.63/4.0
Shengli oilfield Highland Petroleum Equipment Co.,Ltd September 2012 - Present
LaunchHouse January 2012 - May 2012
Weatherhead School of Management at Case Western Reserve University January 2012 - April 2012
HSBC June 2011 - August 2011
Skills
Account Reconciliation, Bookkeeping, Data Entry, General Ledger, Financial Statements, QuickBooks, Peachtree, Income Tax, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Invoicing, Access
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master's Degree, Accounting, 3.8
Tianjin University of Finance and Economics 2006 — 2010
Bachelor's Degree, Certified Public Accountant, 3.8
The Yacht Club at Marina Shores 2013 - 2014
O'Neill 2012 - 2013
Nixon 2012 - 2013
Stance Socks 2012 - 2013
DRAGON ALLIANCE 2009 - 2013
Reef 2009 - 2012
HSBC 2007 - 2009
The Jewish Mother 2004 - 2007
Skills
Sales, Merchandising, Retail, Marketing Strategy, Fashion, Apparel, Footwear, Brand Development, Social Media Marketing, Marketing, Action Sports, Brand Management, Sales Management, Advertising, Customer Service, Social Media, Event Management, Wedding Planning, Event Planning, Weddings, Corporate Events, Event Sales, Wedding Coordinating
Education
Tidewater Community College
Citizens Bank March 2011 - Present
Territory May 2007 - March 2011
AT&T Mobility June 2009 - January 2011
HSBC September 2004 - May 2007
Citi February 2002 - September 2004
Skills
Sales, Marketing Strategy, Networking, Finance, Mortgage Lending, Mortgage Banking, Economics, Strategic Consulting, Strategic Planning, Problem Solving, Financial Analysis, Team Leadership, Team Building, New Business Development, Cold Calling, Customer Service, Banking, Coaching, Loans, Marketing, Time Management, Credit, Lead Generation, Small Business Lending, Cross Selling, Retail Banking, Business Development, Loan Origination, Lines Of Credit, Cash Management, Branch Management, Financial Services, Branch Banking, Deposits, Credit Risk, Consumer Lending, Risk Management, Relationship Management, Credit Analysis, Residential Mortgages, Credit Cards, Refinance, Merchant Services, FHA, Financial Risk, Direct Sales, Sales Presentations, VA loans, Account Management, Customer Retention
Education
State University of New York Oneonta 2014 — 2016
Bachelor of Business management, Economics with concentration in finance
Mohawk Valley Community College-Utica Branch 2010 — 2013
Business, Marketing
Tompkins Cortland Community College 2000 — 2001
Accounting and Business/Management
Lakewood 2007 - Present
HSBC 2006 - 2007
HSBC January 2003 - January 2006
RMH Teleservices 2001 - 2003
Calling Solutions 1999 - 2001
Ticketmaster 1998 - 1999
Skills
Leadership Development, Public Speaking, Event Planning, Strategic Planning, Team Leadership, Customer Service, Social Media Marketing, Coaching, Project Management, Microsoft Office, Leadership, Process Improvement, Recruiting, Start-ups, Sales, Business Development, Nonprofits, Training, Team Building, Community Outreach, Volunteer Management, Organizational..., Public Relations, Management, Budgets, Project Planning, Call Centers, Teaching, Program Management, Staff Development, Marketing Strategy, Spanish, Program Development, Strategy, Marketing Communications, Microsoft Word, PowerPoint, Microsoft Excel, Employee Relations, Operations Management, Sales Management, Business Strategy, Supervisory Skills, Marketing
Education
The University of Texas at El Paso
UTEP
Keller Williams Realty, Inc. September 2015 - Present
Executives in Real Estate LLC October 2013 - September 2015
ValueOptions, Inc.® August 2008 - June 2014
HSBC March 2004 - December 2007
U.S Army 2001 - 2004
Skills
Negotiation, Accounting, Training, Employee Training, Data Entry, Microsoft Excel, Real Estate, Financial Services, Access, Microsoft Office, Project Management, Strategic Planning, PowerPoint, Leadership, Healthcare, Outlook, Team Building, Public Speaking, Medicare, Team Leadership, Financial Analysis, Health Insurance, Photography, Process Improvement, Managed Care, Business Analysis, Microsoft Word, Analysis, Management, Customer Service, Residential Homes, Marketing, Sellers, Marketing Strategy, Social Media, Market Research, Finance, Contract Negotiation, Investment Properties, Time Management, Insurance, First Time Home Buyers, Budgets, Buyers
Education
Liberty University 2013 — 2016
Bachelor of Business Administration (BBA), Marketing
Alpha College of Real Estate 2012 — 2012
Certificate, Principles of Real Estate
Tidewater Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Management
It's Time - Credit Repair January 2010 - Present
HSBC October 2004 - February 2009
Skills
Credit, Banking, Credit Risk, Mortgage Lending, Financial Analysis, Portfolio Management, Loans, Credit Analysis, Finance
Education
The University of Texas at El Paso
Bachelor of Business Administration (B.B.A.)
HSBC 2014 - 2015
United Kingdom Ministry of Defence 2011 - 2014
United States Department of Defense 2010 - 2011
United States Department of Defense 2007 - 2010
United States Department of Defense 2006 - 2007
U.S. Senate Committee on Appropriations 2005 - 2006
United States Department of Defense 2004 - 2006
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2002 — 2004
Master's degree
Barnard College, Columbia University 1994 — 1998
Bachelor of Arts (B.A.)
HSBC August 1993 - Present
HSBC June 2012 - January 2015
Skills
Risk Management, Microsoft Excel, Business Analysis, Banking, Leadership, Finance, Quality Assurance, Customer Service, Credit, Analytics, Microsoft Office, Process Improvement, Management, Analysis, Financial Services, Strategy, Auditing, Internal Audit
Education
Triton College 1993 — 1995
English Language and Literature/Letters
East Leyden 1989 — 1993
DIploma, English Language and Literature/Letters
Wells Fargo January 2014 - Present
Sage Consulting January 2013 - January 2014
AAA Life Insurance Company January 2012 - January 2013
Banco Santander January 2010 - January 2012
HSBC January 2009 - January 2010
Wells Fargo January 2007 - January 2009
McGraw Hill Financial January 2003 - January 2007
Skills
Analytics, SAS, Statistics, Direct Marketing, Segmentation, Strategy, Competitive Analysis, Cross-functional Team..., Market Research, Analysis, Forecasting, Financial Modeling, Data Mining, Predictive Modeling, Marketing, Strategic Planning, Training, Multi-channel Marketing, Team Building, Econometrics, Time Series Analysis
Education
The University of Texas at Austin 2000 — 2002
Master's degree, Statistics
State Farm June 2014 - Present
Bank of America May 2012 - June 2014
AAA Texas September 2007 - January 2012
Countrywide January 2007 - September 2007
AAA Texas June 2005 - January 2007
HSBC August 2003 - April 2005
Skills
Property & Casualty..., General Insurance, Customer Satisfaction, Insurance, Customer Retention, Casualty, Financial Services, Underwriting, New Business Development, Umbrella Insurance, Sales, Call Center, Outside Sales, Negotiation, Call Centers, Team Building, Customer Service, Casualty Insurance, Microsoft Office, Account Management, Presentation Skills, Team Leadership, Internal Audit
Education
The University of Texas at Dallas 2013 — 2016
Bachelor of Science (B.S.) Expected Graduation May 2016, Accounting
SWF Industrial Inc. February 2015 - Present
Shanks tavern February 2014 - February 2015
McCleary's Public House May 2010 - May 2014
McCleary's Public House May 2010 - May 2014
John J. Jeffries May 2008 - May 2010
Allied Capital October 2007 - April 2008
HSBC May 2005 - October 2007
New Logic Mortgage March 2003 - January 2005
Amerix Corp August 2001 - January 2003
Skills
Restaurants, Customer Service, Word, PowerPoint, Restaurant Management, Loans, Sales, Marketing
Education
Thiel College
Bachelor's degree, History
M&T Bank April 2013 - Present
Morgan Stanley Wealth Management November 2012 - March 2013
University of Baltimore January 2010 - May 2012
HSBC January 2004 - January 2009
Skills
Credit, Banking, Financial Analysis, Loans, Finance, Relationship Management, Credit Analysis, Customer Service, PeopleSoft, Risk Management, Insurance, Strategic Financial..., Leadership, Analysis, Microsoft Excel, Portfolio Management, Financial Statement..., Access, Lotus Notes, Sales, Data Analysis, Economics
Education
Merrick School of Business at the University of Baltimore 2009 — 2012
Master, Business Administration; Business Finance
Towson University 2002 — 2004
Bachelor of Science, Business Administration; Marketing
Capital One March 2014 - Present
Capital One October 2012 - March 2014
HSBC January 2012 - March 2012
JPMorgan Chase January 2007 - July 2011
Susquehanna Bank August 2005 - December 2006
Valley National Bank February 2002 - May 2005
Valley National Bank October 1998 - January 2000
Skills
Banking, Loans, Financial Analysis, Commercial Banking, Bank Secrecy Act, Retail Banking, Credit Analysis, Coaching, Microsoft Office, Sports, AML, Customer Service, Accounting, Mortgage Lending, Payments, Anti-Money Laundering, Microsoft Excel, People Management, Process Improvement, Process Management, Communication
Education
Thomas Edison State College 2005 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.1
Company Pasta Corp April 2015 - Present
Nexinc Intl. January 2014 - January 2015
Metro Inc. January 2014 - July 2014
HSBC January 2012 - July 2012
LCF Edmond de Rothschild (C.I.) July 2011 - December 2011
Loom&co (anciennement Mathemapartners) June 2010 - August 2010
Skills
Management, Project Management, Finance, Equity Derivatives, Teamwork, International Business, Sales, Négoce international, Travail d'équipe, Gestion de projet, Vente
Education
Université Laval 2012 — 2013
Master of Business Administration (MBA), International business management, GPA 3,87
Ecole supérieure de Commerce de Toulouse / ESC Toulouse 2009 — 2013
Master II, Financial Markets (Minor: Entrepreneurship)
Classe préparatoire La Bruyère 2007 — 2009
Huron Valley Financial 2015 - Present
Huntington National Bank May 2009 - 2013
Financial Foundation Group July 2011 - October 2012
HSBC June 2003 - April 2009
Skills
Credit, Loans, Branch Management, Banking, Consumer Lending, Retail Banking, Mortgage Banking, Underwriting, Credit Analysis, Cross Selling, Credit Risk, Portfolio Management, Insurance, FHA, Small Business Lending, Relationship Management, Financial Services, Mortgage Lending, Investments, Wealth Management, Loss Mitigation, Branch Banking, Retirement Planning, Operational Risk, Building Relationships, Change Management, Performance Management, Coaching, Management, Customer Service, AML, Home Equity Lines of..., Core Banking, Deposits, Lines Of Credit, Risk Management, Financial Risk, Financial Analysis, Cash Management, Talent Management, Talent Acquisition, Employee Training, Finance, Onboarding, Employee Relations, Strategic Planning, Recruiting, Team Building, Employee Engagement, P
Education
Notre Dame Academy
Thomas Edison State College
Social work Psychology non profit
University of Toledo
Bachelor of Business Administration (B.B.A.)
Symphony EYC October 2012 - Present
Citibank March 2010 - June 2010
HSBC October 2009 - December 2009
Skills
SAS, Data Analysis, Data Mining, Microsoft Excel, VBA, R, SPSS, SQL, SAS Certified Base..., Databases, Statistics, Matlab, Access, Microsoft Word, C++, Eviews, Economics
Education
The University of Connecticut 2010 — 2012
Master, Statistics
Tongji University 2006 — 2010
BS, Mathematics
Mary Kay Cosmetics July 2009 - Present
St. Martin of Tours Catholic June 2010 - October 2011
HSBC August 2001 - April 2009
HSBC August 2000 - August 2001
HSBC September 1990 - August 2000
Skills
Leadership Development, Talent Acquisition, Market Planning, Sales Performance, Team Building, Sales Management, Insurance, Sales, Coaching, Loans, Leadership, Credit, Direct Sales, Customer Service, Banking, Account Management, Training, Cold Calling, Mortgage Lending, Customer Satisfaction, Human Resources, Recruiting, Strategic Planning, Performance Management, Marketing, Management, Time Management, Executive Management, Consulting, Finance, Employee Training, Business Development, Call Centers, New Business Development, Selling, Retail, CRM, Budgets, Social Networking, Team Leadership
Education
University of Dallas 2010 — 2013
Theology
Texas A&M 1993 — 1997
BS, Business Administration, A
The University of Texas at El Paso 1991 — 1993
Bachelor of Science (B.S.), Business Administration
Wells Fargo July 2013 - Present
HSBC March 2011 - February 2013
JPMorgan Chase August 2008 - February 2011
Citi April 2007 - August 2008
Chemfocus LLC August 2002 - August 2006
Enron April 2001 - December 2001
Chematch / Chemconnect April 2000 - April 2001
Samsung May 1996 - April 2000
Halliburton / Landmark Graphics June 1995 - May 1996
Wells Fargo Bank, N.A. January 1987 - May 1994
Skills
Commercial Banking, Credit, Banking, Treasury Management, Portfolio Management, Trading, Trade Finance, Derivatives, Finance, FX Options, Relationship Management, Loans, Credit Analysis, Commodity, Credit Risk, Mergers & Acquisitions, Financial Risk, Commercial Lending, Management, Business Development
Education
Thunderbird School of Global Management 1994 — 1996
MBA
Escuela Campo Alegre de Caracas
Fork Union Military Academy
Massanutten Military Academy
HSBC July 2012 - Present
Financial Services Consultants August 2004 - January 2012
Resources Global Professionals August 2004 - October 2011
JP Morgan Chase January 1974 - May 2004
Skills
Compliance, Risk, Internal Controls, Policy, Privacy, AML, Compliance Management, Risk Management, Operational Risk..., Due Diligence, Capital Markets, Management Consulting, Corporate Governance, Process Improvement, Business Process..., Change Management, Banking, Risk Assessment, Operational Risk, Securities, Compliance Audits, Internal Audit, Operations Management, OFAC, Bank Secrecy Act, Treasury Services, Dodd Frank Testing, SARBOX, Regulatory Requirements, Bank Holding Company..., Financial Risk, Financial Analysis, Financial Services, Insurance, Enterprise Risk..., Finance, Sarbanes-Oxley, Retail Banking, Treasury Management, Accounting, Privacy Law, Quality Auditing, Sarbanes-Oxley Act, Information Security...
Education
Thomas Edison State College 1986 — 1990
BBS, Business Administration
Wharton School of Business 1985 — 1986
Certificate, Strategic Thinking & Management
Capital One August 2011 - May 2014
Broken Strings Raquet Services December 2008 - December 2013
HSBC 2009 - 2011
HSBC 2003 - 2009
Household International 1999 - 2002
Transworld Financial Group 1996 - 1999
Skills
Nutrition Education, Sustainability, Holistic Health, Bilingual-English/Spanis..., Nutritional Counseling, Herbal Remedies, Holistic Education, Spanish, Sustainability..., Organic Gardening, Vegetable Gardening, Urban Gardening, Garden Design, Sustainable Gardening, Community Gardens, Container Gardens, Recycling, Reuse, Holistic Life Coaching, Financial Analysis, Financial Reporting, Bookkeeping, Accounting, Account Reconciliation, Auditing, Internal Controls, Risk Management, Risk Assessment, Risk Analysis, Policies & Procedures..., Policies & Procedures, Quality Assurance, Quality Auditing, Quality Control, Quality Management, Bilingual Communications, Spanish Translation, English to Spanish, Customer Service, Collections, Managing Processes, Process Management, Process Improvement, Business Process..., Banking, Leadership
Education
Heart Of Herbs 2014 — 2014
Certified Master Herbalist, Herbalism/Herbalist
Tidewater Community College 1995 — 1997
Associate's Degree, Business Administration, 3.89
Rosemark Capital September 2013 - April 2015
Capgemini Consulting July 2012 - September 2013
Alvarez & Marsal March 2011 - June 2012
Booz Allen Hamilton October 2006 - May 2010
Booz & Company 2006 - 2009
HSBC 2004 - 2006
TD Bank USA August 2001 - April 2004
First Manhattan Consulting Group 1995 - 1999
Skills
Mergers, Cost Reduction, Marketing Strategy, Corporate Development, Business Transformation, Private Equity, M&A experience, Management Consulting, Bank regulation, Mergers & Acquisitions, Analytics, Strategy, Early-stage Startups, Banking Law, Angel Investing, Retail Banking, Organizational Design, Entrepreneurship, Strategic Consulting, Acquisition Integration, Market Entry, Leadership, Business Process..., Restructuring, Executive Management, Due Diligence, Communication Skills, Econometrics, Financial Services, Business Strategy
Education
Trinity College, Dublin 1976 — 1980
BA hons, Econ
Trinity College, Dublin 1976 — 1980
BA Hons, Economics
NYU Stern School of Business
Post grad studies, Finance
Promontory Financial Group, LLC June 2012 - Present
Glendalough Holdings LLC July 2011 - Present
Bridgewater Associates 2010 - 2011
HSBC September 2009 - May 2010
HSBC March 2007 - September 2009
HSBC April 2003 - April 2007
HSBC January 2000 - March 2003
HSBC April 1996 - December 1999
HSBC June 1990 - March 1996
Nomura December 1988 - May 1990
Skills
Risk Management, Strategy, Mergers & Acquisitions, Financial Services, Banking, Asset Management, Investments, Restructuring, Acquisition Integration, Enterprise Risk..., Capital Markets, Series 7, Derivatives, Equities, Portfolio Management, Investment Banking, Hedge Funds, Fixed Income, Financial Risk, Financial Markets
Education
University of Oxford 1981 — 1985
D Phil, Theoretical Particle Physics
Trinity College Dublin 1976 — 1981
BA, Mathematics, Experimental Physics
KJS May 2013 - Present
HSBC October 2012 - April 2013
UBS October 2010 - October 2012
D. E. Shaw & Co. March 2007 - May 2010
Knight Capital Group June 2003 - March 2007
PricewaterhouseCoopers January 1999 - May 2003
Bank of America October 1993 - December 1998
Federal Reserve Bank of San Francisco August 1986 - September 1993
BancTexas Westheimer, Houston, Texas September 1983 - July 1986
Post Oak Bank, Houston, Texas June 1981 - August 1983
Skills
Hedge Funds, Fixed Income, Training, Investment Banking, Alternative Investments, AML, Internal Audit..., Financial Audits, Due Diligence, Securities, Accounting, Investment Management, Valuation, Research, Negotiation, Internal Audit, Collaborative Problem..., Problem Analysis, Quality Assurance, Quality Management, Document Management, Supervision, Issue Identification, Issue Resolution, Flexibility, Personal Training, Certified Fraud Examiner, Certified Anti-Money..., Book Reviews, Writing, Technical Writing, Report Writing, Legal Research, Online Research, Travel Writing, Editing, Strategy, Management, Risk Management, Financial Services, Finance, Analysis, Leadership, Banking, Internal Controls, Capital Markets, Financial Analysis, Auditing, Executive Management, Consulting
Education
University of St. Thomas (TX) 1984 — 1986
MBA
The University of Texas at Austin 1979 — 1981
BA
AFS - Denmark 1977-78 1977 — 1978
None
Esbjerg Statskole 1977 — 1978
N/A
South North Trucking, inc March 2004 - Present
HSBC June 2000 - Present
Skills
Credit Risk, Negotiation, Loans, Customer Service, Credit, Recruiting, Risk Management, Operations Management, Retail Banking, Banking, Management, Process Improvement, Financial Services, Financial Risk, Strategic Planning, Mortgage Lending, Team Building, Sales, Logistics, Transportation, Portfolio Management, Contract Negotiation, FTL, Coaching, Relationship Management, Customer Satisfaction, Inventory Management, Sales Management, New Business Development
Education
Triton College 1996 — 1999
Associate's degree, Bussines
ESKK 1993 — 1995
Associate's degree, English Language and Literature/Letters
Liceum Economiczne prawne 1978 — 1981
Associate's degree, import -export
JPMorgan Chase & Co. October 2014 - Present
Wells Fargo Home Mortgage February 2012 - October 2014
HSBC 2009 - 2012
Bank of America 2006 - 2009
Skills
Customer Relations, Investments, Sales Management, International Business, Banking, Wealth Management, Portfolio Management, Mortgage, Loans, Mortgage Lending
Education
Thunderbird School of Global Management
UCLA
HSBC June 2015 - Present
Pochetti November 2013 - Present
Scotiabank February 2015 - June 2015
Scotiabank August 2012 - February 2015
Scotiabank March 2011 - July 2012
Scotiabank October 2008 - March 2011
Metras Shipping & Forwarding Inc. September 1997 - February 2011
Scotiabank September 2007 - October 2008
Scotiabank September 2007 - October 2008
Browns Shoes Inc. September 1997 - August 2003
Skills
Banking, Retail Banking, Commercial Banking, Credit, Investments, Financial Services, Mutual Funds, Leadership, Cash Management, Sales, Mortgage Lending, Financial Risk, Relationship Management, Time Management, Business Planning, Credit Analysis, Loans, Credit Risk, Financial Analysis, Marketing, Analysis, Customer Satisfaction, Risk Management, Consumer Lending, Teamwork, Portfolio Management, Training, Corporate Finance, Insurance, Commercial Lending, Credit Cards, Wealth Management, Strategic Financial..., Financial Modeling, Finance, Residential Mortgages, AML, Capital Markets, Small Business Lending, Cross Selling, Securities, Refinance, Financial Advisory, Private Banking, Investment Advisory, Trade Finance, Derivatives, Investment Banking, Financial Institutions, Asset Management
Education
Association for Financial Professionals 2009 — 2011
CTP, Certified Treasury Professional
Thomas M. Cooley Law School 2003 — 2008
J.D. Candidate, Law
University of Toronto - University of St. Michael's College 1998 — 2002
Hon. B.A., Joint Specialist Degree in History and Political Science, Minor in Economics
Institute of Canadian Bankers
IFIC, Mutual Funds
Schulich School of Business Executive Education Centre
Fundamentals of Product Management Course
B2B Bank October 2009 - Present
Total Mortgage Solutions Inc. March 2009 - October 2009
HSBC 2005 - 2008
Invis 2001 - 2005
Invis 2001 - 2005
Skills
Mortgage Lending, Debt Consolidation, Credit, Residential Mortgages, Loans, Refinance, Investments, Commercial Mortgages, Mortgage Underwriting, Certified Mortgage..., Underwriting, Construction Loans, Sales Management, Strategic Financial..., Credit Analysis, Real Estate Financing, Banking, First Time Home Buyers, Funding, Real Estate, Finance, Financial Services, Investment Properties, Rates, Relationship Management, Commercial Lending, Credit Risk, Wealth Management, Mutual Funds
Education
Toronto School of Business 1992 — 1994
Accounting & Business Development
York University 1988 — 1991
BA, Political Science
Jones Lang LaSalle August 1993 - Present
HSBC November 1999 - August 2004
Hill Environmental August 1996 - November 1999
Skills
Data Center, Facilities Management, Corporate Real Estate, Budgets, Commercial Real Estate, Contract Management, Contract Negotiation, Property Management, Real Estate Development, Vendor Management, Asset Management, Real Estate, Management, LEED
Education
Jones Lang LaSalle Six Sigma Green Belt Training Program 2006 — 2006
Triton-College 1994 — 1997
Stationary Engineering
BuildASign.com April 2015 - Present
Volusion, Inc. July 2014 - April 2015
Volusion, Inc. April 2014 - July 2014
Volusion February 2011 - July 2014
Volusion June 2010 - February 2011
Volusion January 2009 - June 2010
Volusion January 2008 - January 2009
HSBC July 2006 - December 2007
Skills
Inside Sales, Sales Management, International Expansion, Microsoft Office, Direct Sales, Software Sales, SaaS, Lead Generation, Software Industry, Sales Operations, Enterprise Software, E-commerce, Solution Selling, Management, Online Marketing, Sales, Salesforce.com, Online Advertising, SEO, Account Management, Leadership, Product Management, CRM, Business Development, Strategic Partnerships, Sales Process, B2B, Email Marketing, Selling, Competitive Analysis, Product Marketing, Cold Calling, Cloud Computing, Go-to-market Strategy, Analytics, SEM, Strategy, Digital Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2006
BBA, Marketing
TASIS
Trinity Title of Texas, LLC February 2013 - Present
BBVA Compass August 2007 - February 2013
HSBC January 2006 - August 2007
Skills
Banking, Credit, Credit Analysis, Loans, Mortgage Lending, Commercial Lending, Consumer Lending, Mortgage Banking, Small Business Lending, Loan Origination, FHA
Education
The University of Texas at San Antonio 1997 — 2001
Bachelor of Business Administration (BBA)
Bank of America June 2013 - Present
Bank of America June 2012 - June 2013
Bank of America June 2011 - June 2012
Austin City Realty May 2009 - July 2009
HSBC June 2008 - August 2008
Toppy, Co. June 2007 - August 2007
Skills
Forecasting, Analytical Skills, Microsoft Excel, Process Improvement, Operational Risk, Operational Analysis, Business Process Mapping, Management, Visio, Cash Management, Stakeholder Analysis, Critical Thinking, JMP
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance (Minor: Accounting)
Baptist Lui Ming Choi Secondary School 2001 — 2006
BMO Financial Group July 2014 - Present
BMO Financial Group March 2011 - July 2014
BMO Financial Group January 2008 - March 2011
HSBC July 2007 - January 2008
BMO Financial Group September 2006 - April 2007
Skills
Information Security, Security, Information Security..., Project Management, Technology Risk..., Operational Risk..., Financial Risk, CISSP, Sales, Management, ISO 27001, Intrusion Detection, IDS, Information Systems, Forecasting, PCI DSS, Vulnerability Management, Information Technology, Vulnerability Assessment, Business Analysis
Education
Trent University 2003 — 2007
Honours B.Sc, Mathematics, Computer Science
(ISC)^2 2009 — 2009
Certified Information Systems Security Professional (CISSP)
ISACA 2011 — 2011
Certified Information Systems Auditor (CISA), Information Technology
Project Management Institute
Risk Management Professional (PMP - RMP), Project Management
Project Management Institute 2011 — 2011
Project Management Professional (PMP), Project Management
ITIL
ITILv3 Certified, IT Service Management
EC-Council 2008 — 2008
Certified Ethical Hacker (CEH)
CSI Global 2007 — 2007
Canadian Securities Course (CSC)
IBM 2008 — 2008
Certified Database Associate, Information Technology
ECMC October 2012 - Present
HSBC 2010 - 2012
HSBC Card Services 2005 - 2010
HSBC Card Services 2001 - 2005
Skills
Team Building and..., Strategy Development..., Project Management, Data Analysis, Career Development and..., Driving Accountability, Coaching and Training, Training, Team Building, Management, Leadership, Call Centers, Coaching, Budgets, Customer Service
Education
Tidewater Community College 2006 — 2008
Associate's degree, General Studies
HSBC 2014 - Present
TD October 2012 - September 2014
Freedom 55 Financial September 2011 - September 2012
Skills
Strategic Financial..., Risk Management, Financial Services, Portfolio Management, Mortgage Lending, Retirement Planning, Investments, Wealth Management, Banking, Credit, Mutual Funds, Financial Analysis, Analysis, Loans
Education
The University of Winnipeg 2005 — 2008
BBA, Business Administrative studies & Economics
HSBC May 2012 - Present
Skills
Series 63, Investment Banking, Mergers & Acquisitions, Investments, Series 7, Portfolio Management, Commercial Lending, Banking, Capital Markets, Trading, Credit Analysis, Equities, Securities, Asset Managment, Strategy, Financial Reporting, Sales
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
MBA, Finance, Marketing, Strategy
The University of Texas at Austin 1995 — 1999
BA, Studio Art, Business
HSBC February 2012 - Present
Customer 1st Performance December 2008 - February 2011
Citibank June 2002 - April 2008
Citco 2008 - 2008
Citibank 2003 - 2007
Citibank September 1999 - May 2002
Citibank March 1998 - September 1999
Citibank February 1997 - March 1998
Citibank January 1995 - February 1997
Citibank December 1993 - January 1995
Skills
Blended Learning, Captivate, Change Management, Coaching, E-Learning, Employee Training, Executive Coaching, Financial Services, Instructional Design, Instructor-led Training, Leadership, Leadership Development, Learning Management..., Program Management, Training, Training Delivery, Management, Needs Analysis, Project Management, Recruiting, Banking, Risk Management
Education
The University of Texas at San Antonio 1988 — 1990
River Road Financial Management September 2004 - Present
HSBC January 1999 - September 2004
Republic National Bank of New York February 1997 - January 1999
Smith Barney April 1996 - February 1997
Marine Midland Bank August 1989 - February 1996
US Navy June 1981 - October 1985
Skills
Budgeting, Audit Support, Bookkeeping, Non-profits, Financial Administration, Grant Writing, Grants Administration, Family Office Management, Budgets, Auditing, Nonprofits, Editing, Grants, Management, Leadership, Insurance, Financial Services, Family Office, Fundraising, Customer Service, Financial Analysis, Research, Strategic Planning
Education
Trinity College-Hartford 1977 — 1981
BA, English
St. Paul's School 1973 — 1977
Rackspace, the Open Cloud Company September 2013 - Present
WebMD April 2010 - September 2013
Hewlett-Packard December 2004 - April 2010
Lehman Brothers 2006 - 2008
HSBC July 2002 - December 2004
Taos 2000 - 2004
Skills
Virtualization, HP, Python, Architecture, Amazon Web Services..., RedHat, Enterprise Software, Linux, VMware ESX, Architectures, High Availability, Automation, Powershell, Amazon EC2, Perl, Hybrid Cloud, Solaris, IT Service Management, Scripting, Optimization, Chef, RightScale, Unix, Ansible, Cloud Computing, Integration, Data Center, Agile Methodologies, EC2, Packer, Weight Gain, Talking Points, Short, Wizard, Alcoholic Beverages, Continuous Integration, Apache, Small Talk, Alchemy, Potatoes, Vagrant, Rundeck, Private Clouds, Docker
Education
The University of Texas at Austin 1992 — 1997
Bachelor of Science in Computer Science, Computer Science
University of Miami, Miller School of Medicine August 2015 - Present
Baptist Health South Florida June 2014 - August 2015
Citibank January 2013 - June 2014
HSBC November 2008 - May 2011
Skills
Credit, Insurance, Loans, Banking, Mortgage Lending, Retail Banking, Employee Relations
Education
Florida International University 2014 — 2016
Bachelor's degree, Health Services Administration
Keiser University-Ft Lauderdale 2012 — 2014
Associate's degree, Health Services Administration
Tidewater Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
McGladrey July 2015 - Present
BDO USA, LLP July 2014 - June 2015
PwC November 2013 - June 2014
EY May 2011 - November 2013
Mukesh Desai CPA July 2010 - May 2011
Trinity University August 2005 - May 2010
HSBC June 2008 - August 2008
Skills
Tax Advisory, Tax Research, Tax Preparation, Income Tax, Tax Analysis, Tax Accounting, Payroll Taxes, Tax Returns, Tax Law, Tax Dispute Resolution, GoSystems, QuickBooks, Microsoft Office, Legal Research, Research, Market Research, Networking, Communication Skills, CCH Intelliconnect, CCH Research, Checkpoint, RIA, Accounting, Tax, Sage FAS Fixed Assets
Education
Trinity University 2009 — 2010
Master of Science, Accounting
Trinity University 2005 — 2009
Bachelor of Science (B.Sc.), Accounting & Economics
Skyline DKI May 2013 - Present
O'Hara's Son Roofing Company October 2007 - January 2013
Washington Mutual September 2005 - June 2007
HSBC June 2002 - June 2007
Skills
Contract Negotiation, Customer Service, Data Entry, Sales, Process Scheduler, Contractors
Education
Fenton High School
Triton College
Registered Nursing/Registered Nurse
SNAP Financial Corp July 2014 - Present
Scotiabank January 2013 - June 2014
HSBC January 2006 - December 2012
Riviera Concepts February 2005 - December 2005
L'Oreal 2003 - 2004
Sears Canada 1999 - 2003
Eaton's October 1990 - October 1999
Skills
Retail, Merchandising, Marketing Strategy, Sales Management, Account Management, Sales, Business Development, Customer Satisfaction, Forecasting, Customer Retention, Sales Operations, Banking, Competitive Analysis, Credit, Relationship Management, CRM, Vendor Management, Customer Experience, New Business Development, Team Management, Management, Leadership, Team Leadership, Call Centers, Risk Management, Team Building
Education
Trent University 1987 — 1991
Economics, Accounting
Divaris Real Estate May 2015 - Present
Capital One May 2012 - May 2015
Capital One May 2012 - August 2012
HSBC (Acquired by Capital One) May 2011 - May 2012
HSBC April 2003 - May 2011
Skills
Customer Service, Microsoft Office, Leadership, Time Management, Microsoft Excel, Team Leadership, Social Media, Process Improvement, Analysis, Employee Training, Operational Risk, Vendor Management, Call Centers, Debt Collection
Education
Tidewater Community College 1998 — 2003
Associate in Applied Science - Administration of Justice, Administration of Justice
Hickory High School 1996 — 1998
High School, 12
Verizon Wireless February 2015 - Present
UpHill Travel January 2015 - Present
Verizon Wireless August 2014 - February 2015
HSBC July 2012 - July 2014
Cricket Wireless January 2009 - April 2011
U.S. Cellular October 2006 - January 2009
Skills
Customer Service, Sales, Retail, Leadership, Customer Retention, Customer Experience, Call Centers, Retail Sales, Training, Store Management, Merchandising, Store Operations, Cashiering, Inventory Control, Driving Results, Customer Satisfaction, Strategy, Business Process, Telecommunications, Team Leadership, Credit Cards, Mortgage Lending, Direct Sales, Team Building, Management, Time Management, Strategic Planning, Wireless, Coaching, Troubleshooting, Employee Training, Inventory Management, Supervisory Skills, ACSS, Public Speaking, Microsoft Office, Sales Operations, Sales Management, Sales Process, Cold Calling
Education
Trinity Christian College 2013 — 2016
Bachelor of Business Administration (B.B.A.)
Export Development Canada April 2008 - Present
HSBC 2005 - 2008
BDC April 1998 - April 2005
Nipissing University September 1997 - April 1999
RBC Royal Bank April 1991 - March 1998
Skills
Risk Management, Banking, Credit, Account Management, Credit Analysis, Corporate Finance, New Business Development, Team Leadership, Team Building, Financial Analysis, Commercial Banking, Strategic Planning, Business Analysis, Marketing Strategy, Sales, Relationship Management, Credit Risk, Customer Service, Finance, Portfolio Management, Management, Contract Negotiation, Business Development, Negotiation, International Business, Business Strategy, Investments, Project Management, Loans, Sales Management, Business Planning, Commercial Lending, Financial Modeling
Education
University of Manitoba 1988 — 1990
Master of Business Administration (MBA), Finance, General
The University of Winnipeg 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Tenet Healthcare August 2014 - Present
Tenet Healthcare June 2013 - August 2014
KPMG January 2012 - June 2013
McCombs School of Business January 2011 - December 2011
KPMG September 2010 - December 2010
HSBC June 2009 - August 2009
Skills
CPA, Accounting, IT Strategy, Data Analysis, Management Consulting, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Analysis, Finance, Forecasting, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master, Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Bachelors, Business Honors & Accounting
University of New South Wales 2008 — 2008
Moody's Corporation August 2015 - Present
Bloomberg LP March 2015 - Present
Moody's Investors Service March 2013 - March 2015
Morgan Stanley May 2006 - January 2013
Morgan Stanley - IT Security Threat Management May 2006 - January 2013
Credit Suisse January 2003 - May 2006
HSBC August 2002 - June 2003
TD October 2000 - April 2002
Mount Sinai School of Medicine June 1998 - October 2000
Skills
computer forenis, FTK, Encase, Mobile forensics, Computer investigations, Project Manager, Server Support, Desktop Support, Microsoft Exchange, IT Security, Computers, Computer Forensics, Information Security, EnCase, Technical Support, Information Security..., Servers, Data Center, Security, Computer Security, Active Directory, Troubleshooting, SharePoint, CISSP, Network Security, Software Documentation, Data Security, Security Audits, IT Management, Training, Project Management, Disaster Recovery, Litigation Support, Computer Hardware, Vulnerability Assessment, Incident Management, Network Administration, Operating Systems, IT Service Management, Business Continuity, IT Audit, Information Technology, Windows Server, Networking, Risk Management, IT Strategy, Software Installation, Vendor Management, Enterprise Software
Education
Thomas Edison State College 2008 — 2010
Information Security
Alstom Power February 2012 - Present
ReQuire / Deeds on Demand October 2012 - February 2014
HSBC February 2008 - July 2009
Skills
SAP, Microsoft Office 2010, Internet Explorer, Excel, Microsoft Office, Word, Outlook, Access, Office 2010, Microsoft Excel, Microsoft Word, Employee Relations, Recruiting, Software Documentation, Management, Human Resources, Interviews, Onboarding, Sales, Taleo, Performance Management, Real Estate, Account Management, Leadership, Salesforce.com, Applicant Tracking..., Team Building, Mortgage Lending, Program Management
Education
DeVry University 2014 — 2016
Bachelor's Degree, Human Resource Management
Tidewater Community College 2009 — 2013
Virginia Real Estate License 2004 — 2004
Certificate
Career Dynamic Institute 1998 — 2000
Citi May 2014 - Present
HSBC November 2012 - May 2014
Capital One June 2012 - December 2012
HSBC February 2010 - June 2012
Skills
New Business Development, Sales, Leadership, commercial lending, Retail Banking, Relationship Management, Commercial Banking, AML, Portfolio Management, Cross Selling, Financial Analysis, Sales Management, Loans, Financial Services, Cold Calling, Investments, Vendor Management, Commercial Lending, Finance, Management, Time Management, Banking, Mortgage Lending, CRM, Applicant Tracking..., Business Development, Risk Management, Executive Management, Strategy, Credit, Team Management, Salesforce.com, Lead Generation, Wealth Management, Credit Cards, Credit Analysis, Negotiation, Investment Banking, Team Leadership, Financial Risk, Business Strategy, Credit Risk, Business Analysis, Cash Management, Consumer Lending, Underwriting, Small Business Lending, Loan Origination, Capital Markets, Commercial Mortgages
Education
Touro College 2003 — 2005
Bachelor, Business Management/ Finance
Digital Risk 2013 - Present
Digital Risk 2012 - 2013
Digital Risk 2011 - 2012
Digital Risk 2010 - 2011
MLD Mortgage Inc./DBA The Money Store 2009 - 2010
HSBC 2000 - 2007
Skills
Credit Analysis, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Microsoft Word, Microsoft Office, Outlook, Loan Quest, Microsoft Excel, Vision II, Prolender, Disco, IDASL, Fastdata, AutoTrack, Century II, C&S Marketing, Core Logic, Clear Capital, Desktop Underwriter DU, Loan Prospector LP, Loss Mitigation, Refinance, Loan Origination, Credit, Loans, Underwriting, Financial Risk, Financial Analysis
Education
Proviso West High School
High School Diploma
Triton College
Completed principles of accounting program
RESCO Electronics October 2010 - Present
HSBC December 2005 - March 2009
Skills
Account Management, New Business Development, Sales, Sales Operations, Negotiation, Sales Management, Management, Product Development, Direct Sales, Electronics, Strategic Planning, Key Account Management, Sales Process, Product Management, Solution Selling
Education
Towson University 2001 — 2005
Business Administration, Economics
Round Up Marketing LLC February 2011 - Present
Akin Adesanya Insurance Agency - Allstate April 2014 - Present
Nurturing Needs Inc. April 2009 - Present
DIRECT SALES CONNECTION INC June 2006 - January 2012
HSBC 2005 - 2006
Skills
Sales Management, New Business Development, Business Analysis, Human Capital Management, Recruitment/Retention, Direct Sales, Renewable Energy, Brand Development, Collections, Audit, Retail, Energy Management, Human Relations, Marketing Strategy, Marketing Communications, Direct Marketing, Marketing Management, Energy Efficiency, Marketing Research, People Skills, Auditing, Business Development, Telecommunications, Negotiation, Sales, B2B, Sales Process, Training, Marketing, Forecasting, Team Building, Customer Retention, Strategic Partnerships, Start-ups, Sales Operations, Lead Generation, Performance Management, Salesforce.com, Sales Presentations, CRM, Cold Calling, Strategy, Talent Management, Time Management, Management, Entrepreneurship, Business Planning, P&L Management, Product Marketing, Leadership
Education
Towson University 2007 — 2010
BACHELORS, Business Administration - Dual Track in Management & Human Resource Management
University of Maryland University College
MBA (In Progress)
Hostgator.com January 2015 - Present
Leapforce October 2014 - Present
The Bus Stop Stallions May 2006 - December 2014
Royalty Clearinghouse February 2013 - August 2014
Royalty Clearinghouse November 2012 - February 2013
Max's Wine Dive November 2012 - February 2013
AT&T Executive Education and Conference Center January 2009 - November 2012
Dell October 2006 - July 2008
Dell August 2005 - October 2006
HSBC September 2004 - November 2004
Skills
Business Analysis, Analysis, Forecasting, Retail, Financial Analysis, Risk Management, Customer Service, Process Improvement, Data Analysis, SAS, Music Theory, Music Production, Microsoft Excel, Borland C++, Visual Basic, Credit Analysis, Credit Cards, Credit Scoring, Credit Unions, Escalation, Food Service, Menu Development, Menu Costing, Food Quality, Typing, Website Creation, Concert Band, Banquets, Cooking, VBA, Databases, Food Cost Analysis, Music, Performing Arts, Bass Guitar, Euphonium, Web Design, Chess, Hospitality, Hotels, Credit, Food & Beverage, Hospitality Industry, Catering, Business Objects, Access, Food, Pivot Tables, Restaurant Management, Credit Risk
Education
The University of Texas at Dallas 2002 — 2007
BS
Beckton Dickinson March 2015 - Present
CareFusion July 2010 - March 2015
LPL Financial February 2008 - March 2009
Eplica, Inc 2006 - 2007
HSBC July 2006 - September 2006
SMS.ac June 2005 - January 2006
i2 Technologies November 1999 - January 2005
Skills
Marketing Strategy, Data Analysis, Product Management, Customer Relations, Online Marketing, PowerPoint, Excel, Market Research, Product Marketing, Microsoft Office, Research, Analysis, Salesforce.com, Access, Life Sciences, SQL, Documentation, Business Analysis, Biotechnology, Lifesciences, Leadership, Customer Service, Software Documentation, Management, Project Management, Marketing, Recruiting, Quality Assurance, Microsoft Excel, Cross-functional Team..., Medical Devices, Process Improvement
Education
The University of Texas at El Paso
BBA, Marketing
San Diego Miramar College 2009 — 2010
Certificate, Biotechnology - Applied Molecular Biology
Kasasa by BancVue March 2012 - Present
Kasasa by BancVue July 2011 - March 2012
Dell Inc. 2010 - 2011
J.P. Morgan June 2009 - August 2009
Progress Financial February 2007 - July 2008
HSBC 2003 - 2006
Skills
Start-ups, Financial Analysis, Financial Modeling, Management, Team Building, Business Development, Business Strategy, Financial Services, Financial Inclusion, Analytics, Strategy, Emerging Markets, Public Speaking, Forecasting, Economics, Cross-functional Team..., Relationship Management, Asset Management, Bloomberg Terminal, Risk Management, Fixed Income, Bilingual-Spanish, Sales Growth, Alternative Investments, Product Management, Payment Systems
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master's, Business Administration; Finance & Global Business
HSBC July 2013 - Present
Goldman Sachs April 2013 - July 2013
Credit Suisse June 2007 - October 2012
Skills
Equities, Hedge Funds, Securities Lending, Options, Middle Office, Finance, Bloomberg, Prime Brokerage, Fixed Income, ETFs, Derivatives, Trading, Mutual Funds, Investment Banking
Education
Towson University 2001 — 2005
HSBC December 2013 - Present
PNC Investments June 2009 - September 2010
JPMorgan Chase May 2008 - May 2009
bny brokerage February 1996 - April 2008
Skills
FINRA, Financial Markets, Series 7, Trading, Equity Trading, Securities, Investments, Equities, Series 63, Wealth Management, Electronic Trading, Portfolio Management, ETFs, Options, Bonds, Hedge Funds, Asset Management, Fixed Income, Series 24, Alternative Investments, Asset Allocation, Capital Markets, Bloomberg, Equity Derivatives, Finance, Financial Services, Investment Advisory, Investment Banking, Investment Management, Mutual Funds, Proprietary Trading, Investment Strategies, Trading Strategies, Trading Systems, Uniform Combined State..., Retirement Planning
Education
Thomas Edison State College 2013 — 2015
Enrolled - BSBA, Financial Institution Management
FINRA and New York Stock Exchange 1979 — 2008
Member, Trading, Compliance, Operations
St. Finbar
Xerox Business Services, LLC July 2011 - Present
Xerox Business Services, LLC March 2005 - July 2011
HSBC March 2003 - February 2005
Skills
VMware ESX, NetApp Filers, Windows Server, Microsoft SQL Server, Fax Server, Fax over IP, Orion, Environmental Monitoring, Incident Management, Crisis Management, Problem Management, Change Management, BMC Remedy, Peregrine, Active DoD Secret..., Microsoft Office, SharePoint, NetApp, ITIL, Technical Support, VMware, Management, Active Directory, Business Process, Disaster Recovery, Networking, Project Management, Requirements Analysis, Virtualization
Education
Transylvania University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Citigroup June 2006 - July 2006
HSBC June 2005 - August 2005
Education
Trinity College-Hartford 2003 — 2007
BA, Economics
Credit Suisse June 2005 - Present
HSBC 2004 - 2005
The Bank of Bermuda 2003 - 2004
Skills
Capital Markets, Prime Brokerage, Equities, Hedge Funds, Fixed Income, Alternative Investments
Education
Trinity College-Hartford 1999 — 2003
HSBC October 1997 - Present
HSBC October 1997 - Present
HSBC October 1997 - Present
HSBC 1997 - Present
HSBC October 1997 - July 2002
Prudential 1995 - 1997
Education
Thiel College 1978 — 1982
BA, Accounting
Orange High School 1974 — 1978
BNPParibas New York May 2011 - Present
BNPParibas September 2009 - May 2011
BNPParibas 2006 - 2009
silicon valley bank 2004 - 2006
standard New York 1998 - 2004
Standard Americas Inc. 1998 - 2004
Standard Bank PLC 1998 - 2004
HSBC 1987 - 1998
Skills
Investment Banking, Commercial Banking, Corporate Finance, Trading, Management, Syndications, International Trade, Trade Finance, Business Development, Portfolio Management, Supply Chain, Capital Markets, Credit Risk, Banking, Treasury Management, Emerging Markets, Structured Finance, Risk Management, Project Finance, Private Equity, Credit, Fixed Income, Loans, Loan Origination, Derivatives, Financial Risk, Financial Institutions, Commodity, Business Strategy, Equities, Relationship Management, Credit Analysis, Asset Managment, Financial Modeling, Finance, Valuation, Insurance, Structured Products, Asset Management, Cash Management, Financial Analysis, Financial Structuring, Hedging, Investments, FX Options, Financial Markets, Due Diligence, Treasury
Education
Thunderbird School of Global Management 1986 — 1986
Master of Business Administration (MBA), International Business/Trade/Commerce
other
International Business
CarFinance Capital December 2012 - Present
Car Finance Capital June 2011 - Present
CarFinance Capital May 2011 - Present
North Park Auto Group October 2008 - June 2011
HSBC August 1999 - October 2008
HSBC Auto Finance 1995 - July 1998
Skills
Leadership, Credit, Management, Sales Management, Retail, Loans, Training, Sales, Customer Retention, Strategic Planning, Credit Analysis, Team Building, Sales Operations, Negotiation, Finance, Account Management, Credit Risk, Sales Process, Operations Management, Competitive Analysis, New Business Development, Customer Service, Banking, Forecasting, Financial Services, Risk Management, Customer Satisfaction, Profit, Executive Management, Call Centers, Consumer Lending, Business Development, Relationship Management, Process Improvement, Mortgage Lending, Business Planning, Automotive, Loan Servicing, Portfolio Management
Education
The University of Texas at Austin 1973 — 1974
Bank of America May 2003 - Present
HypoVereinsbank November 2001 - May 2003
Cygnifi December 2000 - November 2001
HSBC 2000 - 2000
Education
New York University - Leonard N. Stern School of Business 1988 — 1997
MPhil, Finance
Thunderbird School of Global Management 1984 — 1985
MBA, Finance
University at Albany, SUNY 1978 — 1982
BS, Business Administration
HSBC November 2014 - Present
HSBC June 2010 - November 2014
MasterCard May 2009 - June 2010
Mastercard March 2006 - May 2009
PricewaterhouseCoopers August 2000 - February 2002
Skills
Banking, Financial Services, Strategy, Relationship Management, Leadership, Financial Analysis, Portfolio Management, Product Management, Vendor Management, Strategic Partnerships, Product Development, Project Management, Product Marketing, Management
Education
The University of Texas at Austin 2003 — 2005
MBA, 3.6
University of Virginia 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Civil Engineerg
Mesirow Financial 2009 - Present
HSBC 2005 - 2007
Goldman Sachs 1986 - 2005
Education
The University of Texas at Austin 1981 — 1983
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Business Administration (BBA)
HSBC ConsultantHSBC Technology and Services2002 - Present
Kanbay 1998 - 2000
Capgemini (Kanbay) 1998 - 2000
Education
The University of Texas at Dallas 2000 — 2002
HSBC North America 2011 - Present
HSBC May 1997 - January 2011
Skills
Payroll, Performance Management, Vendor Management, Human Resources, Change Management, Employee Engagement, HR Transformation, SDLC, Organizational..., Microsoft Excel, Call Centers, Employee Relations, PeopleSoft, Customer Service, Business Analysis, Recruiting, Onboarding, Talent Acquisition, Talent Management, Strategic Planning, Process Improvement, Benefits Administration, HRIS, Management, Employee Benefits, Deferred Compensation, Business Process..., Leadership, Analysis, Risk Management, CRM, Incentive Programs, Time Management, Project Management, Strategy, Lotus Notes, Requirements Gathering, Applicant Tracking..., HR Consulting, HR Policies, Personnel Management, Succession Planning, Training
Education
Triton-College 1997 — 1999
HSBC 1992 - February 2008
HSBC May 1997 - November 2000
HSBC 1992 - 1997
Thompson Steel Company Inc June 1987 - December 1992
Education
Triton-College 1982 — 1985
Triton-College
Quebecor World May 2008 - 2009
HSBC December 2000 - October 2007
target June 1996 - December 2000
Gaint auto suppy 1995 - 1995
Walgreens 1992 - 1995
Education
Triton-College 1990 — 1991
Steinmetz High School 1985 — 1989
Marylyons 1983 — 1985
AvalonBay Communities March 2013 - Present
Belk October 2012 - December 2012
HSBC August 2001 - August 2007
ASI - GE Appliances August 1998 - August 2001
Skills
Customer Service, Public Relations, Research, Quality Assurance, Social Media, Event Planning, Microsoft Office, Six Sigma, Public Speaking, Microsoft Excel, Event Management, Social Networking, Strategic Planning, Social Media Marketing, Editing, PowerPoint, Sales, Management, Project Management, Leadership, Facebook
Education
Tidewater Community College 1983 — 1985
none, Business Administration and Management, General
Great Bridge High School 1980 — 1983
General, Data Processing
VR Mergers & Acquisitions January 2008 - July 2011
HSBC March 2003 - January 2008
Skills
Corporate Finance, Mergers & Acquisitions, Management, Entrepreneurship, Private Equity
Education
Towson University
Bachelors of Science, Business; Sociology
Dell Services December 2007 - Present
Dell December 2007 - Present
HSBC October 2005 - December 2007
HSBC January 2003 - October 2005
HSBC October 2001 - January 2003
PurchasePro March 2000 - October 2001
Genelco October 1998 - March 2000
Neverdahl-Loft and Associates June 1996 - October 1998
Ameritas 1992 - 1996
Skills
Cross-functional Team..., Management, Competitive Analysis, Leadership, Project Management, Business Process, Product Development, Sales, Financial Analysis, Insurance, Marketing Management, Business Analysis, Process Improvement, Outsourcing, Program Management, Business Process..., Analytics, SaaS, Enterprise Software, SDLC, Business Intelligence, Business Development, Strategy, Business Strategy, Relationship Management, Team Management, Solution Selling, BPO, Call Centers, Team Building, Requirements Analysis, IT Outsourcing, Disaster Recovery, IT Management, Vendor Management, Risk Management
Education
The University of Texas at Austin 1997 — 1999
MBA, Business Management
University of Nebraska-Lincoln 1988 — 1992
BS, Actuarial Science
Shawnee Heights High School 1985 — 1988
Baywood Hotels June 2013 - Present
Self Employed December 2012 - June 2013
Sage Capital Bank May 2011 - December 2012
First State Bank of Uvalde August 2009 - May 2011
HSBC July 2002 - September 2008
Skills
Credit, Credit Risk, Credit Analysis, Relationship Management, Banking, Risk Management, Finance, Loans, Portfolio Management, Underwriting, Consumer Lending, Loan Origination, Mortgage Lending, Financial Analysis, Call Centers, Management, Loss Mitigation, Customer Service, Leadership, Process Improvement
Education
The University of Texas-Pan American
English Literature
MetLife Securities November 2014 - Present
HSBC November 2013 - Present
Ghent Family Dentistry August 2013 - November 2013
HSBC November 2009 - April 2013
Cox Communications February 2009 - November 2009
Cox Communications 1981 - 1999
City of Homestead Florida September 1992 - March 1997
Americable International March 1991 - September 1992
Skills
Training, Leadership, Customer Service, Sales, Customer Satisfaction, System Administration, Time Management, Microsoft Excel, Data Entry, Accounts Receivable, Administrative..., Accounts Payable, Finance, Credit, Outlook, Microsoft Word, Customer Experience, Credit Risk, Credit Analysis, Telecommunications, Technical Support, Troubleshooting, Loans, Microsoft Office, Invoicing, Administration
Education
Adult Learning Center 2013 — 2013
Dental Assisting/Assistant
Tidewater Community College
English
Brytek Systems Inc. July 2010 - Present
Colliers International April 2004 - January 2010
Colliers International April 2001 - March 2004
HSBC October 1999 - March 2001
The Loewen Group January 1996 - October 1999
Price Waterhouse August 1992 - December 1995
Skills
LotusScript, Lotus Notes @Formula, HTML, CSS, JavaScript, XML, XPages, Kryos AppXtender, TeamStudio for Lotus..., DECS, Domino Global Workbench, NotesSQL, NotesPeek, CoEx Editor (GeniiSoft), Microsoft Sharepoint..., HEAT, SQL, System Administration, SharePoint, Software Development, Lotus Notes, Lotus Domino, Management, CRM, Database Administration, Blackberry Enterprise..., XP
Education
The University of Winnipeg 1980 — 1984
B.Sc (4 Year), Environmental Science
CarFinance Capital February 2012 - Present
GM Financial/AmeriCredit January 2011 - February 2012
HSBC May 2004 - October 2008
Capital One Auto Finance June 1999 - April 2004
Skills
Subprime, Credit Analysis, Credit Risk, Mortgage Underwriting, Credit, Loans, Underwriting, Consumer Lending, Loss Mitigation, Loan Origination, Mortgage Lending, Fraud Detection, Portfolio Management, Residential Mortgages, Mortgage Banking, Banking, Finance
Education
The University of Texas at Dallas 1997 — 1998
Computer Science
Kayan & Associates, P.A. January 2009 - Present
HSBC October 1997 - November 2007
TCF Bank January 1997 - October 1997
First of America Bank May 1992 - November 1996
Skills
Financial Analysis, Credit, Banking, Sales, Loans, Business Strategy, Business Planning, Risk Management, Strategic Financial..., Financial Reporting, Accounting, Auditing, Cash Management, Finance, Cash Flow, Corporate Finance, Internal Audit, Managerial Finance
Education
Thomas University 1999 — 2001
MBA, Management, Finance
Cleary College 1996 — 1997
BBA, Management
Credit Suisse AssociateCredit Suisse Securities
HSBC 2003 - 2005
Education
Trinity College-Hartford
HSBC July 2012 - Present
Wells Fargo Bank November 2009 - July 2012
RBS Citizens March 2008 - November 2009
Wachovia Securities, LLC March 1996 - March 2008
First Union 1996 - 2008
Societe Generale May 1994 - March 1996
Bayerische Vereinsbank AG March 1992 - March 1994
Westdeutsche Landesbank August 1990 - March 1992
Deutsche Bank May 1985 - August 1990
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Credit Analysis, Credit Risk, Loans
Education
Thunderbird School of Global Management 1983 — 1984
MBA, Finance, Banking
Wartburg College
West High School
TAZZ Home Improvement/Regency Design January 2008 - Present
HSBC Card Services January 2005 - November 2007
HSBC 1999 - 2007
Metris Companies March 1999 - January 2005
Education
Towson University 1978 — 1980
Business Administration
Unum January 2013 - Present
Unum May 2009 - December 2012
Atlantic Coastal Mortgage January 2009 - December 2009
Household International March 2001 - December 2008
HSBC 2001 - 2008
Skills
Sales, Insurance, Disability Insurance, Life Insurance, Underwriting, Employee Benefits, Health Insurance, Customer Service, Long-term Care, Marketing, Term Life Insurance, Employee Relations, Sales Operations, Voluntary Employee..., Critical Illness, Benefits Administration
Education
Towson University 1995 — 1999
BS, Business Administration
Boonsboro High School
hsbc 2001 - 2009
Education
Triton-College 2007 — 2010
Metamorphosis Outreach Empoerment Center September 2010 - Present
Southern Spice Cafe September 2007 - Present
KFLW 98.9 The Fort February 2007 - December 2012
HSBC September 2005 - September 2007
Skills
Public Speaking, Leadership Development, Coaching, Small Business, Strategic Planning, Team Building, Personal Development, Organizational..., Non-profits, Customer Service, Event Planning, Marketing, Marketing Strategy, Leadership, Time Management, Social Networking, Event Management, Account Management, Marketing Communications, Entrepreneurship, Social Media Marketing, Team Leadership, Fundraising, Public Relations, Sales, Sales Management, Recruiting, Customer Satisfaction, Program Management, Market Research, Advertising, Start-ups, Business Development, Online Marketing, Social Media, Business Coaching, Conflict Resolution, Management Consulting, Motivational Speaking, Project Planning, Emotional Intelligence, Workshop Facilitation, Management, Training, Nonprofits
Education
Thomas Nelson Community College 1993 — 1996
Business/Corporate Communications
SurScan October 2013 - Present
Consumer Finance Asset Management, LLC July 2009 - April 2013
Windsor Equity Group July 2004 - June 2009
HSBC May 2000 - June 2002
Skills
Credit, Loans, Loss Mitigation, Portfolio Management, Credit Analysis, Risk Management, Credit Risk, Skip Tracing, Finance, Consumer Lending, Financial Analysis, Credit Cards, Collections, Recovery Operations
Education
University of North Texas 1999 — 2004
Bachelor of Science (BS), Biochemistry
The University of Texas at Dallas
CoStar Group October 2008 - Present
HSBC May 2004 - July 2008
Skills
Data Analysis, Relationship Management, Analytics, Customer Service, Portfolio Management, Call Centers
Education
Towson University
Bachelor's degree, Special Education and Teaching
University of Maryland Eastern Shore
Education
CHIP, HomEquity Bank March 2012 - Present
CHIP, HomEquity Bank August 2009 - March 2012
HSBC 2002 - 2008
Skills
Mortgage Lending, Residential Mortgages, Loans, Credit, Debt Consolidation, Mortgage Underwriting, Refinance, Banking, Commercial Mortgages, Relationship Management, Financial Risk, Consumer Lending, Sales Management, Mortgage Banking, Branch Management, Underwriting, Financial Services, Credit Analysis, Reverse Mortgages, Credit Risk, Investments, Retail Banking
Education
Thompson Rivers University 1988 — 1992
Business Administration
HSS
HSBC
Skills
Loans, New Business Development, Mortgage Lending, Investments, Banking, Credit, Financial Analysis, Risk Management
Education
Thompson Rivers University 1990 — 1995
BBA
Credit Suisse October 2012 - Present
HSBC October 2011 - September 2012
HSBC August 2010 - September 2011
HSBC May 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Data Analysis, Strategic Financial..., Analysis, Money Market, Options, Microsoft Office, Market Research, Spanish
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
IES Barcelona 2008 — 2008
Stoneleigh Recovery Associates May 2012 - August 2013
HSBC May 2005 - July 2008
Skills
Debt Collector for..., Credit, Banking, Credit Risk, Credit Analysis, Loans, Credit Cards, Portfolio Management, Retail Banking, Financial Analysis, Financial Risk, Risk Management, Financial Services, Commercial Banking
Education
Triton College 1999 — 2001
Bachelor of Business Administration (BBA), Modern Management and Supervision
Firehouse Subs August 2014 - Present
Healthier Laredo December 2011 - Present
BBVA Compass June 2011 - August 2014
Chase March 2010 - March 2011
IBC Bank July 2009 - March 2010
HSBC August 2007 - July 2009
Citi August 2004 - August 2007
Skills
Financial Analysis, Banking, Retail Banking, Microsoft Excel, Commercial Banking, Credit, Loans, Investments, Portfolio Management, Consumer Lending, Lines Of Credit, Mortgage Lending, Loan Origination, Risk Management, Relationship Management, Residential Mortgages, Credit Cards, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Retirement Planning, Cross Selling, Marketing, Commercial Lending, Credit Analysis, FHA, Finance, Mortgage Banking, Private Banking, Refinance, Sales, Series 63, Underwriting
Education
The University of Texas at San Antonio 2000 — 2005
BA, Business Administration and Management, General
HSBC February 2012 - Present
New Jersey - Office of the State Comptroller January 2011 - January 2012
New Jersey State Police October 2010 - January 2011
New Jersey State Police July 2010 - October 2010
New Jersey State Police January 2006 - July 2010
Skills
Criminal Investigations, Investigative Reporting, Intelligence, Intelligence Analysis, Security Management, Risk Assessment, Private Investigations, Leadership, Security Operations, Interrogation, Criminal Law, Management, Police, Government, Enforcement, Cybercrime, Executive Protection, Homeland Security, Protection, Policy, Corporate Security, Surveillance, Evidence, Internal Investigations, Crime Prevention, Background Checks, Crisis Management, Fraud, Investigation, Patrol, Firearms, Physical Security, Supervisory Skills, Criminal Justice, Public Safety, Counterintelligence, Asset Protection, Emergency Management, Computer Forensics, Weapons, Business Continuity, Loss Prevention, Counterterrorism, Personal Protection, Training, Risk Management, Security, Interviews, Security Clearance, Forensic Analysis
Education
Thomas Edison State College
B.A.
Wood Dale Fire Protection District June 2015 - Present
Village of Franklin Park May 2009 - June 2015
Dovenmuehle Mortgage June 2004 - June 2008
HSBC June 1999 - June 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Government, Research, Microsoft Excel, Analysis, Bilingual-Spanish, Quality Assurance, Process Improvement, Policy, Banking, PeopleSoft, Software Documentation, Fire House, Ambulance Billing, Notary Public, Emergency Management
Education
IT University 2014 — 2015
Certificate, Microsoft Office 2010
Triton College 2012 — 2014
Associate’s Degree, Business Administration
Schneider Electric July 2012 - Present
HSBC July 2011 - July 2012
ABB Inc. May 2008 - December 2009
Siemens August 2005 - May 2008
Skills
Teamwork, Sales, Account Management, Proposal Writing, Commercial Banking, Business Strategy, Financial Analysis, Business Planning, New Business Development, Project Management, Negotiation, Sales Management, Strategic Planning, Budgets, Solution Selling, Analysis, Business Development
Education
The University of Calgary 2009 — 2011
Master, MBA
Trinity Western University 2001 — 2005
Bachelor, Finance
Société Générale April 2015 - Present
Société Générale September 2013 - April 2015
Societe Generale December 2010 - September 2013
HSBC August 2009 - November 2010
HSBC February 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Equities, Derivatives, Fixed Income, Microsoft Excel, Risk Management
Education
Paul Wilmott Institute 2011 — 2012
Certification in Quantitative Finance, Quantitative Finance, on-going
Ecole supérieure de Commerce de Toulouse 2005 — 2009
Master in Management, Finacial Market
ESEC Barcelona 2006 — 2007
M1
Air Wisconsin Airlines 2006 - Present
HSBC 2002 - 2006
Skills
Aerospace, Aircraft, Aircraft Maintenance, Airlines, Airworthiness, Aviation, Commercial Aviation, Customer Service, Flight Safety, Flights, Microsoft Office, Operations Management, Process Improvement, Transportation
Education
Tidewater Community College 2000 — 2002
Associates
HSBC December 2013 - Present
HSBC August 2011 - Present
HSBC January 2009 - January 2010
HSBC Bank October 2007 - January 2009
Skills
Banking, Sales, Commercial Banking, Credit Analysis, Credit, Cross Selling, Customer Service, Finance, Financial Services, Loans, Management, Mortgage Lending, Portfolio Management, Relationship Management, Sales Operations, Training
Education
Touro College
Bachelors degree, Finance
SPNY Capital LP March 2008 - Present
UBS March 2006 - February 2008
UBS September 2003 - February 2006
HSBC January 2000 - September 2003
Republic National Bank February 1998 - January 2000
Skills
Fluent in Spanish and..., Wealth Management, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Equities, Hedge Funds, Private Banking, Portfolio Management, Asset Allocation, Investments, Derivatives, Capital Markets, Banking
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance
Universidad Metropolitana (VE) 1988 — 1994
Business Administration - Management
Financial Management Systems 2014 - Present
Financial Management Systems 2011 - 2013
CitiMortgage 2005 - 2009
Dovenmuehle Mortgage 2000 - 2005
Dovenmuehle Mortgage Inc. 1999 - 2000
Dovenmuehle Mortgage, Inc 1998 - 1999
HSBC 1995 - 1998
Skills
Training, Call Centers, Coaching, Performance Management, Talent Management, Banking, Compliance, Problem Solving, Customer Service, Policies & Procedures, Collection, Data Validation, Quality Assurance, Facilitation, Mentoring, Clear Communication, Morale Building, Relationship Development, Employee Development, Microsoft Office Suite, Administrator Lite, Enterprise Dialer Agent..., ED Management Recording..., Vision, MSP-Fidelity, Linx Correspondence, ACD Telephone Activity..., TLO, Titanium, Leadership, Management, Team Building
Education
Wilbur Wright College
Associate, Applied Science, Office Information Systems
Triton College
Associates of Science, Business Management
Mad Blonde Designs 2006 - Present
HSBC July 1995 - December 2008
Education
Tidewater Community College 2011 — 2013
Liberal arts
Nikole's Mobile Notary Service January 2012 - Present
HSBC January 1999 - August 2011
HSBC January 1999 - August 2011
Skills
Relationship Management, Banking, Financial Services, Credit, Credit Cards, Loans, Underwriting, Risk Management
Education
Tidewater Community College
HSBC March 2014 - Present
Public Service Enterprise Group June 2007 - March 2014
Prudential Financial May 2005 - May 2006
Drinker Biddle & Reath LLP May 2001 - May 2005
Buchanan Ingersoll & Rooney PC June 1998 - April 2001
Skills
Due Diligence, Securities, Legal Research, Legal Assistance, Corporate Governance, Corporate Law
Education
Thomas Edison State College
BA, Political Science
Thomas Edison State College
MS, Management
Fifth Third Bank February 2013 - Present
Citizens Bank December 2011 - November 2012
Citizens Bank April 2010 - December 2011
HSBC July 2006 - April 2010
Skills
Banking, Small Business Lending, Consumer Lending
Education
Tompkins Cortland Community College 1999 — 2007
Business, Management, Marketing, and Related Support Services
GENERATION RENOVATION January 2009 - Present
Corporate Escalations Supervisor June 2010 - June 2011
HSBC January 2000 - December 2005
Skills
Windows 7, Word, Internet, Windows Server, Active Directory, Microsoft Office, Windows, XP, Troubleshooting, Computer Hardware, VMware, Operating Systems
Education
Tidewater Community College 1996 — 1999
Nursing/Fashion Design
Norfolk Technical Vocational Center 1994 — 1996
Certificate, Medical Assisting
HSBC September 1985 - Present
API Alarm Systems 1984 - 1985
Chicago Spence Tool & Rubber Co 1981 - 1984
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, HTML, Public Speaking, Editing, Strategic Planning, Negotiation, Accounting, Team Building
Education
Triton College 1981 — 1983
HSBC March 2011 - Present
Education
Tidewater Community College 2011 — 2013
Associate of Science (AS)
Oscar Frommel Smith High School 1999 — 2003
23-Credit Honors Diploma
HSBC July 2004 - Present
Vision Solutions 1996 - 2004
Bank of America 1994 - 1995
IBM 1985 - 1994
Skills
Disaster Recovery, Enterprise Architecture, IT Strategy, Requirements Analysis, Business Continuity, Solution Architecture, Enterprise Storage, Storage Area Networks, IBM iSeries, IBM AS/400, Cisco MDS SAN switches, Storage Virtualization, Tivoli Productivity..., IT Operations, Enterprise Software, Unix, Banking, High Availability, IT Management, Vendor Management, Systems Analysis, Storage, SQL, SAN
Education
The University of Texas at El Paso
BS, Computer Science
HSBC 1997 - 2009
HSBC November 1997 - December 2008
Output Technologies June 1995 - November 1997
Skills
Customer Support, Typing, Data Entry, Research, Account Reconciliation, File Management, Phone Etiquette, Troubleshooting, Team Management, Time Management, Insurance, Call Centers, Customer Satisfaction, Telephone Skills, Customer Service, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Public Speaking
Education
Triton College 2010 — 2013
Associate's degree, Early Childhood Education and Teaching
Triton College 2010 — 2013
Associate's degree, Early Childhood Education and Teaching, Made the Deans and the Presidents list every marking period save one.
Self-employed January 2012 - Present
HSBC August 1993 - March 2009
Sears Holdings Corporation August 1970 - December 1989
Education
Triton College
Old Point National Bank Head TellerOld Point National BankSeptember 2010 - Present
HSBC June 2010 - September 2010
Chartway Federal Credit Union August 2007 - January 2010
Skills
Loans, Banking
Education
Virginia Wesleyan College 2005 — 2006
Bachelor of Science (BS), Social Sciences
Tidewater Community College 2001 — 2003
Associate of Science (AS), Social Sciences