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
Peggy (Cabrera) Jacks, MBAPeggy (Cabrera) Jacks, MBA Tampa/St. Petersburg, Florida Area
HSBC Years September 2006 - Present
Job Financial Analyst / Consultant
Industry Financial Services
Experience
HSBC   September 2006 - Present
HSN   December 2005 - August 2006
AOL   June 2004 - June 2005
BT   June 2001 - June 2004
Global One   December 2000 - June 2001
MCI Worldcom   September 1999 - September 2000
MCI Worldcom   September 1998 - September 1999

Skills
Microsoft Office (Word,..., Cognos, Oracle Applications, Hyperion Reports, Hyperion Essbase, PeopleSoft, Bilingual - Spanish...

Education
Troy University   2007 — 2009
Master of Business Administration (M.B.A.), Business Management, Graduated Cum Laude

University of Maryland College Park   1993 — 1998
Bachelor's Degree, Accounting

Sandra Jimenez-RoblesSandra Jimenez-Robles San Francisco Bay Area
HSBC Years 2004 - 2007
Job SMB Website Marketing Project Manager at PayPal
Industry Marketing and Advertising
Experience
PayPal   July 2014 - Present
PayPal   July 2013 - June 2014
Symantec   September 2011 - March 2013
PayPal   February 2011 - September 2011
PayPal   September 2009 - February 2011
PayPal   May 2008 - September 2009
PayPal   April 2007 - May 2008
HSBC   2004 - 2007
HSBC   2003 - 2003

Skills
Email Marketing, E-commerce, Product Marketing, Marketing Strategy, Strategy, Online Advertising, Marketing, Marketing Communications, Analytics, Direct Marketing, Marketing Management, Management, Cross-functional Team..., Customer Engagement, Segmentation, Advertising, Customer Acquisition, Customer Retention, Product Management, A/B testing, Multi-channel Marketing, B2C marketing, Engagement Marketing, B2B Marketing, Marketo, Salesforce.com, Lead Generation, Online Marketing, Digital Marketing, Strategic Partnerships, Web Analytics, Project Management, CRM, Integrated Marketing, Program Management

Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics

Universidad Carlos III de Madrid
Certificate, Hispanic Studies Program

Brandon HarringtonBrandon Harrington Hillside, Illinois
HSBC Years 2006 - 2009
Job Independent Insurance Agent at Empowerment Resources International
Industry Financial Services
Experience
Empowerment Resources International   January 2014 - Present
Chase   August 2010 - September 2013
AccuQuote   2010 - 2010
HSBC   2006 - 2009
Enterprise Rent-A-Car   2004 - 2006

Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Loan Origination, Refinance, FHA, Credit Analysis, Residential Mortgages, Underwriting, Investments, Portfolio Management, Financial Analysis, Retail Banking, Finance, Consumer Lending, Commercial Lending, Commercial Banking, Credit Risk

Education
Truman State University   1999 — 2003
Bachelor's degree

James WyattJames Wyatt Binghamton, New York
HSBC Years October 2009 - December 2011
Job Vice President of Member Services at Visions Federal Credit Union
Industry Financial Services
Experience
Visions Federal Credit Union   January 2012 - Present
HSBC   October 2009 - December 2011
HSBC   April 2009 - September 2009
HSBC   November 2007 - March 2009
Bank of America   January 2006 - October 2007
Bank of America   March 2004 - December 2005
Bank of America   July 2002 - February 2004
Bank of America   May 1997 - June 2002
Consumer Bank   September 1994 - April 1997
Bank of America   October 1991 - August 1994

Skills
Banking, Management, Credit, Investments, Loans, CRM, Leadership, Coaching, Wealth Management, Retail Banking, Mortgage Lending, Consumer Lending, Customer Service, Sales, Budgets, Insurance

Education
Troy University   1982 — 1987
B.S, Accounting and Finance

Troy University
Bachelor of Science (BS), Finance and Financial Management Services

Ahmed ShadmannAhmed Shadmann Cambridge, Massachusetts
HSBC Years September 2012 - July 2013
Job Officer, State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   July 2015 - Present
IFC - International Finance Corporation   June 2014 - August 2014
HSBC   September 2012 - July 2013
HSBC   April 2012 - September 2012
HSBC   December 2009 - April 2012

Skills
International Trade, Business Strategy, Relationship Management, Risk Management, Strategy, Corporate Finance, Investments, Finance, Portfolio Management, Banking, Credit, Trade Finance, Financial Modeling, Financial Services, Valuation, Financial Analysis, Strategic Financial..., Credit Risk, Commercial Banking, Business Development, MIS, Credit Analysis

Education
Tufts University - The Fletcher School of Law and Diplomacy   2013 — 2015
Master of International Business, Finance and Economics

Institute of Business Administration, University of Dhaka, Bangladesh   2006 — 2010
Bachelor of Business Administration (BBA), Finance

Woodstock International School, Mussoorie, India   1998 — 2005
High School

Jessie YangJessie Yang New York, New York
HSBC Years July 2015 - Present
Job Client Implementation Manager, HSBC Global Trade and Receivables Finance
Industry Banking
Experience
HSBC   July 2015 - Present
HSBC Global Trade and Receivables Finance   March 2014 - July 2015
HSBC Trade and Receivables Finance North America   April 2013 - February 2014
HSBC Securities Services   September 2012 - April 2013
HSBC Trade and Receivables Finance   March 2012 - August 2012
HSBC Payment and Cash Management   August 2011 - March 2012
Institute for Fiscal Studies   December 2009 - January 2010
RBS Markets & International Banking   June 2009 - August 2009

Skills
Trade Finance, Stata, Economic Policy, Financial Economics, Development Economics, Time Series Analysis, Microsoft Excel, PowerPoint, International Trade, Microsoft Word, Strategy, Cash Management, Product Management, Project Management, Access, Macroeconomics, Banking, Financial Analysis

Education
University College London, U. of London   2010 — 2011
Master of Science (MSc), Economic Policy

University College London, U. of London   2007 — 2010
Bachelor of Science (BSc), Economics

Brentwood School, UK   2005 — 2007
A-levels, Economics, Maths, Further Maths, Philosophy

No1 Middle School

Chrissy (Glover) ThornhillChrissy (Glover) Thornhill San Francisco, California
HSBC Years 2002 - 2007
Job Global Employer Brand Manager at Salesforce
Industry Marketing and Advertising
Experience
Salesforce   May 2015 - Present
Opower   January 2014 - April 2015
Charles Schwab   January 2013 - January 2014
Scottrade   2011 - 2013
Scottrade   2007 - 2011
Ajilon Finance Solutions   2007 - 2007
HSBC   2002 - 2007

Skills
Recruiting, College Recruiting, Interviews, Social Media, Employer Branding, Human Resources, Employee Training, Social Media Marketing, Training, Marketing, Social Networking, Leadership, Technical Recruiting, Sourcing, Time Management, Strategy, Presenter, Employee Benefits, Temporary Placement, University Relations, Hiring, Corporate Branding, Business Development, SDLC, Career Development, College Relations, Recruitment/Retention, Internships, Recruitment Technology, Media Knowledge, Social Media Relations, Social Branding, Training & Development, Digital Marketing

Education
Truman State University   1997 — 2001
B.S.

Hickman High School

Amanda YepezAmanda Yepez New York, New York
HSBC Years June 2010 - August 2010
Job Recruitment & Hiring Coordinator at Harlem RBI
Industry Staffing and Recruiting
Experience
Harlem RBI   October 2012 - Present
Ginn Library at the Fletcher School for Law and Diplomacy   September 2009 - May 2012
Hill & Knowlton   June 2011 - August 2011
HSBC   June 2010 - August 2010
HSBC   June 2009 - August 2009
Morgan Stanley   July 2008 - August 2008
Morgan Stanley   July 2007 - August 2007
Children's Aid Society   July 2006 - August 2006
Robeco   January 2006 - June 2006

Skills
Extensity, PeopleClick, Microsoft Office, Research, Public Relations, Event Management, Spanish, Recruiting, Nonprofits, Onboarding, Interviews, Public Speaking, Youth Development, Talent Management, Qualitative Research, Microsoft Word, Microsoft Excel, Resume Writing, Teamwork, Building Relationships, Team Building, Management, Human Resources

Education
Tufts University   2008 — 2012
Bachelor of Arts, Sociology

Jacqueline Kennedy Onassis High School   2004 — 2008
International Relations and Business

Kenny KangKenny Kang Greater New York City Area
HSBC Years March 2015 - Present
Job Associate Director at HSBC
Industry Banking
Experience
HSBC   March 2015 - Present
HSBC   June 2011 - March 2015
HSBC   June 2008 - June 2011

Skills
Capital Markets, Investment Banking, Economics, Corporate Finance, Fixed Income, Credit Analysis, Financial Modeling, High Yield, Leveraged Finance, Credit

Education
Tufts University   2004 — 2008
Economics

Pascack Hills

Luis Alejandro Guadarrama HerediaLuis Alejandro Guadarrama Heredia Buffalo, New York
HSBC Years Senior ConsultantCapgeminiDecember 2014 - Present
Job Team Lead en HSBC
Industry Financial Services
Experience
HSBC   Senior ConsultantCapgeminiDecember 2014 - Present

Skills
Requirements Analysis, Ingeniería de requisitos

Education
Universidad Autónoma del Estado de México   2004 — 2008
Licenciado en Informatica Administrativa, Informatica Administrativa

Andrea PuletzAndrea Puletz Miami, Florida
HSBC Years May 2006 - August 2007
Job Interior Design Specialist
Industry Design
Experience
Jonathan Adler   October 2014 - Present
Tory Burch   June 2011 - October 2013
ORS Nasco   January 2011 - April 2012
Global Client Solutions   September 2008 - January 2011
T-Mobile   August 2007 - September 2008
HSBC   May 2006 - August 2007

Skills
Windows 7, Microsoft Office, Microsoft Excel, Outlook Express, ALR, HLR, Microsoft MVP, Crosstalk, SMR, Remedy User, Photoshop, corel paintshop, Internet Explorer, Firefox, CARES, Office Suite X 3.3, Quicken, Data Entry, Filing, Typing, Numeric, Invertory, Bookkeeping, Merchandising, Appointment Scheduling, Mentoring, Management

Education
Grace Christian Academy   1995 — 1999
General, General Studies

Tulsa Community College

Mark YaleMark Yale New York, New York
HSBC Years September 2004 - May 2011
Job Managing Director at Rabobank
Industry Banking
Experience
Rabobank   September 2011 - Present
HSBC   September 2004 - May 2011
Bear Stearns Companies Inc   1996 - 2004
Bankers Trust Company   1988 - 1996
Chemical Bank   1986 - 1988

Education
University College London, U. of London   1982 — 1985
BA, Economic Geography

Shrewsbury School   1976 — 1981

Ji MaJi Ma Greater New York City Area
HSBC Years March 2013 - June 2013
Job Equity Research Analyst at GF Securities
Industry Financial Services
Experience
GF Securities   August 2015 - Present
RE/MAX   February 2015 - Present
Cultura Animi   September 2014 - December 2014
HSBC   March 2013 - June 2013
Citi   December 2012 - January 2013
Industrial and Commercial Bank of China   June 2010 - August 2010

Skills
Investment Banking, Commercial Banking, Credit Analysis, Bloomberg Terminal, Corporate Finance, Syndications, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, DCF Valuation, Financial Analysis, Financial Modeling

Education
Tulane University - A.B. Freeman School of Business   2013 — 2014
Master, Banking, Corporate, Finance, and Securities Law

University of Iowa   2008 — 2012

Laura MahoneyLaura Mahoney Buffalo/Niagara, New York Area
HSBC Years July 2012 - August 2013
Job Graduate Development Trainee at HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management   July 2014 - Present
HSBC Retail Banking and Wealth Management   August 2013 - July 2014
HSBC   July 2012 - August 2013
STA Travel   February 2006 - August 2009
Filene's Corporate Office   June 2005 - February 2006
Coit Carpet Cleaners   July 2003 - December 2003
State University of New York Maritime College   June 2002 - August 2002

Skills
Customer Service, Microsoft Office, Spanish, Administrative Support, Residential Mortgages, Foreign Policy, Long-term Customer..., International Finance, Creative Problem Solving, Banking, International Relations, Writing, Telephone Skills, Microsoft Excel, Editing, Research, Advertising, Word, Call Center, Mortgage Lending, Translation, Financial Reporting, Social Media, Financial Services, Travel, PowerPoint, Lotus Notes, Federal & State..., Compliance, Anti Money Laundering, Sales, Microsoft Word

Education
Troy University   2010 — 2011
MSIR, International Relations

University of Seville   2004 — 2004
Spanish, Spanish Language and Literature

University of Pittsburgh   2000 — 2004
B.A., Spanish and Business Administration

Pedro PaivaPedro Paiva Greater New York City Area
HSBC Years 2010 - 2012
Job Financial Advisor
Industry Investment Management
Experience
HSBC   2010 - 2012
Discount Bank   1990 - 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, English, Customer Service, Strategic Planning, Windows, Budgets, Investments, Public Speaking, Negotiation, Financial Analysis, Bloomberg, Euroclear, Internet, SWIFT payments, Reuters, Siopel, Planificación..., Análisis financiero, Inversiones

Education
Universidad Católica del Uruguay 'Dámaso Antonio Larranaga'
Bachelor’s Degree in Business Administration, emphasis in finance and marketing

Universidad de la República Oriental del Uruguay
Master´s Degree in Economics, year one

Farren RosenFarren Rosen Houston, Texas
HSBC Years July 2008 - March 2009
Job at Comm Trade USA
Industry Mining & Metals
Experience
Comm Trade USA   November 2009 - Present
Lopez Houston Metals   July 2009 - November 2009
HSBC   July 2008 - March 2009

Skills
Analysis, Negotiation, Logistics, Contract Negotiation, Sales Management, New Business Development, Financial Analysis, Inventory Management, Microsoft Excel, Accounting, Account Management, Management, Sales, Purchasing, Procurement, Forecasting, Strategic Planning, Business Strategy, Business Development

Education
Tulane University   2004 — 2008
BSM, Business/Marketing

Memorial High School

Ben StoneBen Stone Greater Los Angeles Area
HSBC Years 2006 - 2009
Job Associate at US Renewables Group
Industry Financial Services
Experience
US Renewables Group   June 2011 - Present
Idealab   2010 - 2010
HSBC   2006 - 2009

Skills
Financial Modeling, Energy, Private Equity, Due Diligence, Valuation

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2011
Master of Business Administration (MBA)

Russ BrayRuss Bray Greater St. Louis Area
HSBC Years 2001 - 2009
Job Residential Mortgage Lender at First State Bank First State Bank Mortgage
Industry Banking
Experience
First State Bank - First State Bank Mortgage   June 2011 - Present
Boulevard Bank   2009 - 2011
HSBC   2001 - 2009

Education
Truman State University   1995 — 1999
Business Administration, Finance

Katie TangKatie Tang New York, New York
HSBC Years May 2008 - June 2008
Job Fund Accountant at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management   June 2015 - Present
EY   October 2010 - Present
EY   June 2009 - August 2009
Standard Chartered Bank   June 2008 - August 2008
HSBC   May 2008 - June 2008

Skills
Illustrator, Flash, Audacity, Microsoft Excel, Final Cut Pro, PowerPoint, Financial Instruments, Asset Management, Anti Money Laundering, IT Strategy, Hedge Funds, Financial Analysis, Equities, Finance

Education
Tulane University - A.B. Freeman School of Business   2009 — 2010
Master of Accounting

Tulane University - A.B. Freeman School of Business   2006 — 2010
Bachelor's degree, Finance, General

Corey LarryCorey Larry Norfolk, Virginia Area
HSBC Years January 2003 - May 2009
Job Assistant Vice President at Portfolio Recovery Associates, Inc.
Industry Financial Services
Experience
Portfolio Recovery Associates, Inc.   October 2009 - Present
HSBC   January 2003 - May 2009
US Army   December 1993 - March 2000

Skills
Vendor Management, Credit, Process Improvement, Call Centers, Risk Management, Banking, Operations Management, SDLC, Visio, Leadership, Customer Service, Project Management, Microsoft Excel, Business Analysis, Team Building, Analysis, Management, Team Leadership, Training, Interviews, Strategic Planning, Program Management, Account Management

Education
Virginia State University   1989 — 1993
Bachelor of Science (BS), Drafting/Design Engineering Technologies/Technicians

Troy University

Pete OriPete Ori Chicago, Illinois
HSBC Years 1990 - 1995
Job Broker at TJM Holdings, LLC
Industry Financial Services
Experience
TJM Holdings, LLC   April 2014 - Present
ProriTrading   2002 - Present
Lotus Brokerage Services/Forexmeta   2009 - 2012
Trader Outlook, LLC   2009 - 2011
Spike Trading   March 2002 - January 2006
Commerzbank AG   1999 - 2002
SMBC Nikko Capital Markets Limited   1997 - 1999
Newedge/FIMAT FUTURES   1995 - 1997
HSBC   1990 - 1995
Morgan Stanley/DEAN WITTER   1986 - 1990

Skills
Trading, Options, Series 3, Electronic Trading, Trading Systems, FX, Technical Analysis, Commodities, Financial Markets, Fixed Income, Bonds, Currency, Trading Strategies, Hedging, Proprietary Trading, Commodity, FINRA, FX Options, Derivatives, Equities, Financial Risk, Hedge Funds, FX trading, Investments, Equity Trading, Alternative Investments, Portfolio Management, Asset Management, Brokerage, Bloomberg, Capital Markets, ETFs, Emerging Markets, Investment Strategies, Securities, Investment Management, Asset Allocation, Investment Advisory, Managed Futures, Foreign Exchange, Traders, Options Strategies, Risk Management, Management, Financial Analysis, Analysis, FX Trading

Education
Triton College   1982 — 1984
none, music and business

Gordon Tech   1977 — 1981

St Ferdinand   1967 — 1977

Paul KraszewskiPaul Kraszewski Harrisburg, Pennsylvania Area
HSBC Years January 2011 - November 2011
Job Vice President, Market Director, PNC Institutional Asset Management & Director, PNC Capital Advisors at PNC
Industry Investment Management
Experience
PNC   August 2013 - Present
HSBC   January 2011 - November 2011
JPMorgan   1998 - 2009
Lexington Management Corp.   1988 - 1996

Skills
Investments, Portfolio Management, Securities, Global Custody, Asset Managment, Equities, Asset Management, Financial Services, Financial Markets, Private Equity, Derivatives, New Business Development, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Emerging Markets, Sales Management, Hedge Funds, Business Development, CRM, Fixed Income, Relationship Management, International Fund..., Securities Services

Education
Tufts University
BA

Shaun OvertonShaun Overton Greater St. Louis Area
HSBC Years 2003 - 2008
Job Mortgage Loan Systems Administrator at First State Bank Mortgage
Industry Financial Services
Experience
First State Bank - First State Bank Mortgage   June 2011 - Present
First State Bank - First State Bank Mortgage   May 2011 - May 2012
Boulevard Bank   2009 - 2010
hsbc   2003 - 2008
HFC   2003 - 2008
beneficial   2003 - 2008

Education
Truman State University   1997 — 2002
BA, Marketing, Management, Communications

Melissa SitzmannMelissa Sitzmann Greater Denver Area
HSBC Years July 2011 - March 2013
Job Teacher
Industry Primary/Secondary Education
Experience
Douglas County School District   July 2015 - Present
HSBC   July 2011 - March 2013
HSBC   September 2008 - July 2011
HSBC   April 2006 - August 2008
HSBC   January 2005 - March 2006
HSBC   January 2004 - December 2004
HSBC   May 2003 - December 2003
HSBC   August 2000 - April 2003
HSBC   July 1997 - July 2000

Skills
Human Resources, Talent Management, HRIS, Sales Management, Personnel Management, Talent Acquisition, Recruiting, Employee Training, Team Building, Relationship Management, Training, Deferred Compensation, Performance Management, Project Management, Strategy, Employee Relations, Succession Planning, Leadership, Leadership Development, Management

Education
University of West Florida   2014 — 2015
Professional Teacher Certification, Secondary Education and Teaching

Truman State University   1993 — 1997
BS, Biology

Robert MarconRobert Marcon West Palm Beach, Florida Area
HSBC Years November 1993 - December 1995
Job Global Internal Audit Manager at Zimmer Biomet
Industry Accounting
Experience
Zimmer Biomet   September 2014 - Present
Risk Advisory Services   February 2013 - September 2014
Brightstar   August 2010 - January 2013
Office Depot, Inc.   April 2007 - January 2010
SBA Network Services, Inc.   July 2006 - March 2007
RailAmerica   May 2005 - July 2006
Waste Management, Inc.   December 2002 - May 2005
Telecom Argentina (Personal)   October 2000 - October 2002
Telecom Argentina   January 1996 - September 2000
HSBC   November 1993 - December 1995

Skills
Sarbanes-Oxley Act, JD Edwards, Project Planning, US GAAP, Finance, Internal Controls, Internal Audit, Oracle, Training, PeopleSoft, Risk Assessment, Forecasting, Sarbanes-Oxley, Big 4, External Audit, IT Audit, ERP, Auditing, Management, Financial Statement..., Financial Analysis, Process Improvement, Financial Reporting, Accounting, Risk Management, Business Process..., Financial Audits, Enterprise Risk..., Consolidation, Hyperion Enterprise, Managerial Finance, GAAP, SEC filings, Financial Accounting, Cost Accounting, IFRS, Variance Analysis, Analysis, Budgets

Education
ESEADE
MBA

Universidad de Belgrano
B.S. Business Administration

Universidad de Belgrano
Certified Public Accountant

Maya Reda, CFAMaya Reda, CFA Greater New York City Area
HSBC Years January 2011 - September 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF   September 2012 - Present
HSBC   January 2011 - September 2012
Morgan Stanley Smith Barney   June 2009 - January 2011
Citigroup Smith Barney   April 2007 - May 2009

Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)   2003 — 2005
Master's degree, International Economics

Javier Rivera LavidJavier Rivera Lavid Boston, Massachusetts
HSBC Years March 2011 - September 2011
Job Cofounder at Dat Ventures
Industry Information Technology and Services
Experience
Dat Ventures   September 2014 - Present
Efron Group   April 2014 - June 2015
Economic and Commercial Office of the Spanish Embassy in Chile   October 2012 - December 2013
HSBC   March 2011 - September 2011

Skills
Business Strategy, International Business, Market Research, Business Development, Economics, International Trade, International Business..., Management, Entrepreneurship, Marketing Strategy, International Business..., Spanish, English, French, International Sales, Export, Strategy, New Business Development, Technical Recruiting, Market Analysis, Banking, InDesign, Photoshop, IT Recruitment, Microsoft Office, Internationalization, Innovation Consulting, Start-ups

Education
Universidad Internacional Menéndez Pelayo   2011 — 2012
Master's degree, International Business/Trade/Commerce

Université libre de Bruxelles   2010 — 2011
Bachelor's degree, Economics

Washington University in St. Louis   2009 — 2010
Bachelor's degree, Economics and Business

Universidad Carlos III de Madrid   2006 — 2009
Bachelor's degree, Economics

Bowen ShiBowen Shi Houston, Texas
HSBC Years August 2011 - August 2011
Job Assurance Staff at EY
Industry Accounting
Experience
EY   January 2014 - Present
DeRoyal   June 2013 - August 2013
HSBC   August 2011 - August 2011

Skills
Financial Analysis, Microsoft Excel, Auditing, Financial Modeling, PowerPoint, Business Valuation, Microsoft Office, Microsoft Word, Teamwork, Event Planning, Corporate Tax, Customer Service, Team Leadership, Individual Tax, SEC filings, Internal Controls, Sarbanes-Oxley Act, US GAAP, FERC, Leadership, Income Tax, Budgets, Forecasting, Financial Accounting, Analysis

Education
Tulane University - A.B. Freeman School of Business   2012 — 2013
Master of Accounting, GPA: 3.89

Keuka College   2008 — 2012
BS, Management

Vanessa Damariss Ora RivasVanessa Damariss Ora Rivas Basalt, Colorado
HSBC Years 2006 - 2010
Job Banking Professional
Industry Banking
Experience
HSBC   2006 - 2010

Skills
Credit, Commercial Banking, Retail Banking

Education
Universidad Centroamericana 'José Simeón Cañas'   2004 — 2008
Bachelor of accounting

Sherry Jinshan XuSherry Jinshan Xu Notre Dame, Indiana
HSBC Years June 2012 - August 2012
Job MSA '14, Notre Dame
Industry Accounting
Experience
Deloitte   May 2013 - June 2013
HSBC   June 2012 - August 2012
Roland Berger Strategy Consultants   July 2011 - August 2011

Skills
Financial Analysis

Education
University of Notre Dame - Mendoza College of Business   2013 — 2014
Master of Science in Accountancy, Accountancy

Tsinghua University   2009 — 2013
Bachelor of Management, Accounting Major, Accounting

Shanghai Foreign Language School   2002 — 2009
High School

Faru ChenFaru Chen Vancouver, Canada Area
HSBC Years December 2013 - Present
Job Senior Premium Banker at HSBC
Industry Banking
Experience
HSBC Retail Banking and Wealth Management   July 2015 - Present
HSBC   December 2013 - Present
HSBC   August 2012 - December 2013
Freedom 55 Financial   July 2010 - July 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, fortran, Fortran 95, iWork, Mac OS X, Unix

Education
University College London, U. of London
Bachelor of Science (BSc), Mathematics with Economics, Second class (upper)

Bradfield College   2005 — 2007

Jeager AlexisJeager Alexis Tampa/St. Petersburg, Florida Area
HSBC Years September 2012 - January 2013
Job HR Specialist
Industry Financial Services
Experience
PwC   January 2015 - Present
Citi   May 2014 - October 2014
HSBC   September 2012 - January 2013
Meet the Baby Ultrasound   April 2012 - January 2013
Mortgage Contracting Services, LLC   May 2007 - November 2010
Kforce Professional Staffing Inc   May 2006 - March 2007
ampa   August 2000 - May 2004

Skills
Computer Proficiency, Communication, Fluent in French, Fluent in creole, conversational Spanish, Cpr Certified, First Aid, AED, Microsoft Office, Sales, Customer Service, Recruiting, Management, Marketing, PowerPoint, Training, Human Resources, Public Speaking, CPR Certified

Education
Ultimate Medical Academy   2011 — 2013
Associates in Arts, Registered Nurse in progress

2004 The University of Tampa   2000 — 2004
Bachelor of Arts, Communications; Communication

University of Tampa   2000 — 2003
Bachelor's degree, Communication and Marketing

Ye (Ella) ZHUYe (Ella) ZHU San Francisco, California
HSBC Years August 2008 - September 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs   August 2014 - Present
Goldman Sachs   August 2013 - August 2014
Goldman Sachs   July 2010 - August 2013
Bain & Company   September 2008 - September 2009
HSBC   August 2008 - September 2008
Ernst & Young   January 2008 - February 2008

Education
Tsinghua University   2006 — 2010
Bachelor Degree, Finance

Jieyin (Jean) ZengJieyin (Jean) Zeng Sacramento, California Area
HSBC Years June 2009 - July 2009
Job Tax Associate at KPMG US
Industry Transportation/Trucking/Railroad
Experience
KPMG US   July 2013 - Present
UC Davis   September 2010 - Present
Deloitte, Beijing   July 2010 - July 2010
HSBC   June 2009 - July 2009

Education
University of California, Davis   2010 — 2012
Master of Science, Transportation Technology and Policy; Statistics(Double major)

Tsinghua University   2006 — 2010
Bachelor of Science, Business Administration, Emphasis in Economics

SZSY   2003 — 2006
High school

Harry WeiskopfHarry Weiskopf Greater Chicago Area
HSBC Years January 2008 - August 2009
Job Inside Sales Midwest at ZEP Inc
Industry Executive Office
Experience
Zep Sales & Service   November 2009 - Present
HSBC   January 2008 - August 2009
HSBC   August 2006 - January 2008
Primerica Financial Services   February 2006 - January 2007
Toms-Price Home Furnishings   April 1999 - August 2006
DSM   September 1996 - December 1998
Port City Press, Inc.   May 1995 - August 1996
Alcore   October 1993 - January 1995
Fox-Morris Associates, Inc.   October 1990 - October 1993
Corning Incorporated   December 1985 - October 1990

Skills
Banking, Retail, Aerospace, Team Building, Process Improvement, Telecommunications, Operations Management, Strategic Planning, Coaching, Six Sigma, Leadership Development, Management, Customer Service, Change Management, Project Management, Budgets, Training, Leadership, Program Management, Team Leadership, Cross-functional Team..., Strategy, Contract Negotiation, Sales Operations, Analysis, Human Resources, New Business Development, Vendor Management, Business Development, Manufacturing, Organizational..., Performance Management, Project Planning, Business Process..., Mergers & Acquisitions, Negotiation, Sales Process, Recruiting, Sales, Microsoft Office, Start-ups, Time Management, Sales Management, Account Management, Business Planning, Employee Relations, Executive Management, CRM, P&L Management, Forecasting

Education
Maryland Bible College and Seminary   1991 — 1994
Bachelor, Missions

Webster University   1977 — 1978
M.A, Management and Human Relations

United States Military Academy at West Point   1971 — 1975
B.S, General Engineering

Lakeland Regional High School   1967 — 1971
Diploma

TANIKA HARGROVETANIKA HARGROVE Buffalo/Niagara, New York Area
HSBC Years December 2012 - Present
Job Experienced Professional
Industry Banking
Experience
HSBC   December 2012 - Present
Bank of America   April 2012 - December 2012
Palladian Health, LLC   March 2010 - April 2011
GEICO   July 2004 - August 2007
KeyBank   December 2001 - September 2004

Skills
Credit, Mortgage Lending, Loans, Insurance, Management, Financial Services, Time Management, Call Centers, Risk Management, Team Building, Training, Strategic Financial..., Coaching, Customer Satisfaction, Customer Retention, Underwriting, Small Business, Analysis, Account Management, Short Sales, Retail Banking, Lines Of Credit, Commercial Banking, Cash Management, Microsoft Word, Spreadsheets, Microsoft Excel, New Business Development, Banking, Leadership, Foreclosures, CRM, Process Improvement, Employee Benefits, Customer Service, Portfolio Management, Outlook, Sales

Education
Trocaire College   2009 — 2011
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing

Judelly J VegaJudelly J Vega Greater New York City Area
HSBC Years June 2008 - September 2011
Job International Financial Service Banking Associate
Industry Financial Services
Experience
JP Morgan Chase Bank N.A.   June 2015 - Present
Chase Bank   September 2012 - April 2015
Citibank N.A.   September 2011 - June 2012
HSBC   June 2008 - September 2011
NYSC Town Sports International   February 2006 - May 2008

Education
Pontificia Universidad Católica Madre y Maestra   1997 — 2002
Bachelor's degree, Administration-Marketing

Universidad Catolica Santo Domingo   1998 — 2000
Mercadeo Estrategico/ Marketing Strategics, Business Administration and Management, General

University of Phoenix
Business Financial

Qinglin(Katherine) ZhongQinglin(Katherine) Zhong New Orleans, Louisiana
HSBC Years July 2013 - August 2013
Job MSPH in Biostatistics, Intern in Ochsner Health
Industry Hospital & Health Care
Experience
Ochsner Health System   July 2015 - Present
Tulane University   June 2015 - Present
Health Department of Guangdong Province   January 2014 - March 2014
HSBC   July 2013 - August 2013

Skills
SAS, Stata, Biostatistics, Business Analysis, Public Health, SQL, SPSS, Access, Health Information..., Management, Financial Reporting, Economics, Epidemiology, SAS Programming

Education
Tulane University   2014 — 2016
Biostatistics, Master of Science in Public Health (MSPH)

Randy WoodRandy Wood Tulsa, Oklahoma Area
HSBC Years March 2003 - November 2004
Job IT Corporate Network Manager at Zayo Group
Industry Information Technology and Services
Experience
Zayo Group   May 2015 - Present
Zayo Group   April 2014 - May 2015
Zayo Group   September 2013 - April 2014
Zayo Group   September 2012 - September 2013
SageNet/Spacenet   February 2011 - September 2012
Verizon Business   January 2005 - October 2010
HSBC   March 2003 - November 2004
WorldCom   July 1999 - February 2003
Staples Business Advantage   May 1998 - July 1999
First Data Corporation   October 1994 - February 1998

Skills
Provisioning, DWDM, ALCATEL, WBDXC 1631, BBDXC, FUJITSU FLASH-192, NORTEL, SONET, OC192, OC48, OC12, OC3, DS3, Optical Transmission, ROADM, Carrier Ethernet, Ethernet/IP, Metro Ethernet, Gigabit Ethernet, T3, Private Line, Dark Fiber, E911, Backhaul, PPPoE, GRE, VRF, VPN, GMPLS, DSLAM, VDSL2, Ethernet, ATM, Frame Relay, DSL, Routers, LAN/WAN, Broadband, MPLS, IP, Network Design, BGP, LAN-WAN, Fiber Optics, ATM networks, SDH, Service Provider..., T1, ISDN, Cisco IOS

Education
Tulsa Community College   1999 — 2000
Computer Information Systems Certification – January-June 2000

Ronald GatlinRonald Gatlin Tampa/St. Petersburg, Florida Area
HSBC Years 2003 - 2003
Job Sr. Data Analyst at Clarity Services
Industry Financial Services
Experience
Clarity Services, Inc.   August 2015 - Present
Citi   May 2005 - July 2015
Tricenturion   April 2003 - April 2005
Household Credit Services   August 1999 - April 2003
HSBC   2003 - 2003

Skills
Analytics, Credit Cards, SAS, Financial Risk, Credit Risk, Portfolio Management, Credit, Banking, Risk Management, Financial Services, Data Analysis, Financial Analysis, Business Analysis, Financial Modeling, Relationship Management

Education
Tulane University   1996 — 1999
Mathematics

University of North Carolina at Wilmington   1994 — 1996
MS, Mathematics

University of North Carolina at Chapel Hill   1987 — 1991
AB, Education

Osvaldo PerezOsvaldo Perez Greater Chicago Area
HSBC Years 2001 - 2004
Job Data Center Solutions Architect
Industry Information Technology and Services
Experience
CDW   July 2014 - Present
CDW   September 2010 - July 2014
CDW   March 2007 - September 2010
Safety Systems Corp   March 2005 - March 2007
Hewitt Associates   August 2004 - March 2005
JPMorgan Chase   May 2003 - August 2004
HSBC   2001 - 2004

Skills
Sales Process, Solution Selling, Sales, Account Management, Selling, Sales Operations, Business Development, Training, Direct Sales, Strategy, Storage, Cloud Computing, Hardware, Customer Service, Channel Partners, Management, Pre-sales, SaaS, Customer Satisfaction, Sales Management, Cold Calling, Virtualization, Data Center, Salesforce.com, Computer Hardware, Storage Solutions, Storage Area Networks, Servers, Storage Virtualization, Enterprise Storage, Competitive Analysis, Professional Services, Cloud Storage, Hybrid Cloud, Cloud Computing IaaS, VMware, Managed Services

Education
Triton-College   2003 — 2006

East Leyden High School
Diploma

Toni WilsonToni Wilson Tampa/St. Petersburg, Florida Area
HSBC Years January 2014 - December 2014
Job Experienced Mortgage, Real Estate and Finance Professional
Industry Banking
Experience
Operation HOPE   January 2015 - September 2015
HSBC   January 2014 - December 2014
HSBC   August 2010 - January 2014
HSBC   April 2009 - August 2010

Skills
Financial Services, Risk Management, Project Planning, Public Speaking, Business Relationship..., Marketing, Relationship Building, Social Media Marketing, Social Media Blogging, Project Management, Financial Reporting, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Equities, Customer Service, Account Reconciliation, Banking, Vendor Management

Education
Troy University   2010 — 2011
Master of Arts (M.A.), Public Administration

University of South Florida   2005 — 2007
Bachelor of Arts (B.A.), Political Science and Government

Enrique PayanEnrique Payan Seattle, Washington
HSBC Years August 2006 - August 2008
Job Departamento de Comunidades Mexicanas at Consulado de México en Seattle
Industry Government Administration
Experience
Consulado de México en Seattle   September 2008 - Present
HSBC   August 2006 - August 2008

Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Project Management

Education
Universidad Autónoma de Baja California   2000 — 2004
Bachelor's Degree, International Relations and Affairs

Ross ChickeringRoss Chickering Greater St. Louis Area
HSBC Years November 1999 - June 2005
Job Retail District Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank   November 2012 - Present
M&I Bank, A part of BMO Financial Group   February 2012 - November 2012
Regions Bank   May 2005 - February 2012
HSBC   November 1999 - June 2005

Skills
Small Business Lending, Loans, Mortgage Lending, Credit Analysis, Financial Services, Consumer Lending, Branch Banking, Credit, Retail Banking, Finance, Commercial Banking, Residential Mortgages, Loan Origination, Mortgage Banking, Banking, Leadership, Treasury Management, Sales Management, Cross Selling

Education
University of Missouri-Saint Louis   2008 — 2010
MBA, BUSINESS

Truman State University   1994 — 1998
BS, Business Management

Stephen MortonStephen Morton Greater New York City Area
HSBC Years 1994 - 1995
Job Investment Advisor at GDP Capital Management
Industry Investment Management
Experience
GDP Capital Management   2013 - Present
Natixis Securities   2006 - 2013
The Blackstone Group   2002 - 2005
CDC IXIS Capital Markets   1996 - 2002
HSBC   1994 - 1995
BNP Paribas   1990 - 1994
Salomon Brothers   1987 - 1990

Skills
Portfolio Management, Trading, Global Macro, Macroeconomics, Hedge Funds, Fixed Income, Structured Products, Economic Research, Equities, Capital Markets, Alternative Investments, Financial Markets, Asset Management

Education
UCLA Anderson School of Management   1985 — 1987
MBA, Finance

University of California, Santa Cruz
Bachelor of Arts (BA)

W H Taft High School
High school diploma

Mark SyMark Sy New York, New York
HSBC Years June 2008 - December 2008
Job Vien, Founder/Owner
Industry Food & Beverages
Experience
Vien   January 2012 - Present
Mandarin Oriental Hotel   January 2010 - January 2011
Power Magazine   January 2009 - January 2010
HSBC   June 2008 - December 2008

Skills
Food & Beverage, Mandarin, Cooking, Event Management, Social Media, Marketing, Event Planning, Hospitality, Restaurants, Social Networking

Education
Tufts University   2004 — 2008
BA, Political Science

Darren ZhouDarren Zhou Greater New York City Area
HSBC Years November 2014 - May 2015
Job Compliance consultant at Bank of China
Industry Banking
Experience
Bank of China   June 2015 - Present
HSBC   November 2014 - May 2015
University at Buffalo   September 2013 - December 2013
TD   June 2013 - July 2013
CHINA CITIC BANK   May 2012 - August 2012

Skills
PowerPoint, Finance, Financial Modeling

Education
University at Buffalo   2012 — 2014
Master's degree, Finance, General

Tsinghua University   2012 — 2012
Certification, Java Software Developer Engineering

University at Buffalo   2008 — 2011
Bachelor's degree, Accounting and Finance

University at Buffalo   2008 — 2011
Bachelor of Arts (BA), Mathematics

Danielle ThompsonDanielle Thompson Tulsa, Oklahoma Area
HSBC Years July 2001 - July 2006
Job Content Marketing Specialist at ConsumerAffairs
Industry Internet
Experience
ConsumerAffairs   August 2015 - Present
Switchgear Search and Recruiting   August 2013 - July 2015
Dollar Thrifty Automotive Group   June 2012 - August 2013
Miller Hughes Law, PLLC   August 2012 - May 2013
Tulsa World   November 2011 - June 2012
Youth Services of Tulsa   October 2010 - January 2012
Broken Arrow Public Schools   July 2007 - December 2010
HSBC   July 2001 - July 2006

Skills
Community Outreach, Public Speaking, Event Planning, Microsoft Excel, Research, Analysis, Management, Leadership, Talent Acquisition, Sourcing, Customer Service, Conflict Resolution, Project Management, Human Resources, Team Building, Microsoft Office, Sales, Marketing, Strategic Planning, Training, Social Networking

Education
Tulsa Community College
Business Administration

Sherman RobinsonSherman Robinson Greater Chicago Area
HSBC Years March 2007 - September 2007
Job Revenue Cycle Trainer at Alexian Brothers Health System
Industry Hospital & Health Care
Experience
Alexian Brothers Health System   March 2015 - Present
Alexian Brothers Health System   June 2012 - February 2015
Alexian Brothers Health System   November 2009 - June 2012
University of Chicago Hospitals   September 2007 - August 2009
HSBC   March 2007 - September 2007
Menards   March 2005 - March 2007

Skills
Healthcare, Public Speaking, Training, Process Improvement, Project Management, CPR Certified, Microsoft Excel, Customer Service, Time Management, Accounts Receivable, Medicare, HIPAA, Customer Satisfaction, Outlook, Social Media, Microsoft Word, PowerPoint, Program Management, Software Documentation, Healthcare Information..., New Business Development, Budgets

Education
Triton College   2005 — 2007
Associates of Applied Sciences, Accounting and Finance

Tom WintertonTom Winterton Greater Los Angeles Area
HSBC Years March 2010 - October 2011
Job Product Manager at 12Twenty, Inc.
Industry Computer Software
Experience
12Twenty, Inc.   June 2015 - Present
UCLA Anderson School of Management   August 2014 - Present
Brewin Dolphin   April 2013 - August 2014
Brewin Dolphin   October 2011 - April 2013
HSBC   March 2010 - October 2011
Anglo Irish Bank   October 2008 - December 2009

Skills
Strategy, Project Management, Product Management, Start-ups, Cross-functional Team..., Business Strategy, Banking, Process Improvement, Management, Business Analysis, Leadership, Stakeholder Management, Business Process..., Financial Services, Financial Analysis, Financial Modeling, Business Transformation, Proposition Development

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Surrey   2004 — 2008
BSc, Physics with finance, 2.1

Lillie SanchezLillie Sanchez Tampa, Florida
HSBC Years April 2014 - June 2014
Job Merchandise Reconciliation Associate at Wal Mart Stores
Industry Consumer Services
Experience
Wal Mart Stores   March 2015 - Present
The Fountain Group   January 2015 - February 2015
One Touch Direct   August 2014 - December 2014
HSBC   April 2014 - June 2014
PwC   August 2013 - September 2013
Tower Radiology   July 2012 - July 2013
Integrative Medicine Center INC   March 2012 - July 2012

Skills
Customer Service, Telecommunications, Microsoft Office, Account Management, Customer Retention, Cold Calling, Data Entry, Data Analysis, Data Migration, Sourcing, Analysis, Medical Terminology, Medical Records, Claims Management, Claims Handling, Insurance Claims, Merchandising, Invoicing, Hazardous Waste..., Hazard Analysis, 10 Key, HIPAA, Sales, Leadership, Project Management

Education
Ultimate Medical Academy   2010 — 2012
Associate’s Degree, Nursing Assistant/Aide and Patient Care Technician/Health Science, 3.9

Ray Baas, JrRay Baas, Jr Greater New Orleans Area
HSBC Years April 2001 - November 2004
Job Loan Officer at Home 1st Lending
Industry Banking
Experience
Home 1st Lending   January 2011 - February 2013
Best Mortgage Resource together with Bank of America   May 2009 - November 2010
Eustis Mortgage   2010 - 2010
Gulf Coast Bank   November 2003 - March 2009
HSBC   April 2001 - November 2004
Beneficial   1999 - 2003
Ambassador Hotel   February 2000 - October 2000
CREOLE HOUSE   August 1990 - July 1995
First Investors   1991 - 1995
D & B FINANCIAL CONSULTANTS   May 1989 - August 1990

Skills
Refinance, Mortgage, FHA, Mortgage Lending, VA, Conventional, Underwriting, Loans, Credit, Commercial Lending, USDA, Purchase, Loan Origination, Mortgage Industry, Mortgage Banking, Conforming, Investments, VA loans, Short Sales, Residential, Residential Mortgages, First Time Home Buyers, Mortgage Planning, Loan Structuring, Construction Loans, Investment Properties, Property Management, Home, Banking, Customer Relations, Rates, Credit Analysis, Customer Service, Financial Analysis, Debt Consolidation, Reverse Mortgages, Commercial Banking, Finance, Loan Servicing, FHA financing

Education
Strayer University   2011 — 2013
Bachelor's degree, Business - Management, 3.6

University of New Orleans   1989 — 1993
Business

Tulane University   1984 — 1985
Engineering

Jesuit High School   1980 — 1984

Harry RodgersHarry Rodgers Baltimore, Maryland
HSBC Years September 2001 - June 2011
Job Vice President Business Development for USA Risk Group
Industry Insurance
Experience
USA Risk Group   August 2013 - Present
Kane Group Ltd   May 2011 - July 2013
HSBC   September 2001 - June 2011
Boone & Rodgers Company/ HRH   1985 - 1998

Skills
Captives, Insurance, Management, Commercial Insurance, Reinsurance, Risk Management, Brokerage, Financial Risk, Property & Casualty..., Business Development, Underwriting, Risk Financing, Business Analysis, Strategic Planning, Workers Compensation, Liability, Claim, Brokers, New Business Development, Legal Liability, Casualty, Professional Liability, General Insurance

Education
University of Tennessee-Knoxville   1976 — 1979
Bachelor of Arts (B.A.), History

Tulane University   1974 — 1976
undergrad studies, History

Ari LopezAri Lopez Miami, Florida
HSBC Years April 2012 - May 2012
Job Oil & Valves Components Manufacturers
Industry Oil & Energy
Experience
Artmark Products Corporation   2013 - Present
J.P. Morgan   June 2012 - July 2012
HSBC   April 2012 - May 2012
SINSA Hardware   April 2010 - August 2010

Skills
International Business..., Financial Modeling, Microsoft Excel

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
Bachelor of Science in Management, Entrepreneurship/Entrepreneurial Studies, Business Law

American Nicaraguan School   1994 — 2009
Elementary & High School

Liane RuiLiane Rui Greater Los Angeles Area
HSBC Years July 2005 - April 2007
Job Chinese (Mandarin) translator and interpreter
Industry Electrical/Electronic Manufacturing
Experience
Self - Employed   October 2004 - Present
Gongyu Industrial   April 2007 - June 2008
HSBC   July 2005 - April 2007
TECC   2004 - 2005

Skills
Translation, English, Chinese, Mandarin, Foreign Languages, Multilingual, Technical Translation, Linguistics, Intercultural..., Online Marketing, Localization, Public Relations, Interpreting, Proofreading, Journalism, Event Management, Internationalization, Website Localization, Editing, Market Research, Copywriting, International Business

Education
Tsinghua University   2001 — 2005
Bachelor of Arts (BA), Communication, Journalism, and Related Programs

Tsinghua University   2001 — 2003
Electrical and Electronics Engineering

MHS   1994 — 2001
High School, Middle and High School

Fraser WoollardFraser Woollard San Francisco, California
HSBC Years March 1996 - June 1998
Job VP, Business Development
Industry Marketing and Advertising
Experience
mediaocean   March 2013 - Present
Donovan Data Systems   January 2011 - March 2013
Donovan Data Systems   March 2008 - January 2011
Donovan Data Systems   January 2006 - April 2008
Donovan Data Systems   June 1998 - January 2002
HSBC   March 1996 - June 1998

Skills
Account Management, Business Analysis, Product Management, Digital Media, Analytics, SaaS, Advertising, Project Management, CRM, Salesforce.com, Product Development, Online Advertising, Strategy, New Business Development, Leadership, Management, Business Development, Data Analysis

Education
University College London, U. of London   1993 — 1996
BSc, Architecture, Civil Engineering and Planning

Moulsham High School   1986 — 1993

Allison Heaton LestelleAllison Heaton Lestelle Greater New York City Area
HSBC Years July 2013 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC   July 2013 - Present
Macquarie Bank   August 2009 - June 2013
Macquarie Bank   May 2008 - August 2008
Direct Energy   May 2007 - July 2007

Education
Tulane University Law School   2006 — 2009
J.D.

Tulane University - A.B. Freeman School of Business   2002 — 2006
B.S.M, Marketing

Eva Jia LiuEva Jia Liu Greater Chicago Area
HSBC Years February 2007 - 2010
Job Credit Risk Analyst at HSBC
Industry Financial Services
Experience
HSBC   February 2007 - 2010

Education
University of Virginia Darden School of Business   2010 — 2012
MBA, Finance

The University of Chicago   2005 — 2006
M.S., Statistics

UCL   2002 — 2005
Bachelor, Economics and Statistics

Patrie JonesPatrie Jones United States
HSBC Years March 2001 - September 2010
Job Property Preservation Specialist at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma   January 2015 - Present
MicahTek   March 2008 - Present
HSBC   March 2001 - September 2010
Saint Francis Care   January 1998 - March 2001

Skills
Public Speaking, Visual Studio, System Administration, XML, Windows 7, Customer Retention, MySQL, Apache, Customer Service, Banking, Microsoft SQL Server, Program Management, Java, Databases, Perl, AJAX, Research, Linux, ASP, JavaScript, Strategic Planning, Microsoft Office, HTML

Education
Tulsa Community College   2011 — 2013
Associate of Science (A.S.), Management Information Systems, General

Oklahoma School of Business   1977 — 1979
Associate's degree, General Office Occupations and Clerical Services

Noelia WoodNoelia Wood Greater Chicago Area
HSBC Years April 1996 - May 2009
Job Operations Professional
Industry Banking
Experience
RNJ Wood Corp   January 2009 - Present
HSBC   April 1996 - May 2009

Skills
Mortgage Underwriting, Loan Origination, Appraisals, Loan Modifications, Six Sigma, Corporate Records, Titles, Processing, Loans, Finance, Financial Services, Underwriting, Credit Analysis

Education
Triton College   1995 — 1999
Associate of Arts (A.A.)

Steven StamperSteven Stamper Greater Chicago Area
HSBC Years August 2006 - August 2008
Job Senior Manager Call Center at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank   January 2014 - Present
U.S. Bank   April 2010 - December 2013
Second Wave Asset Recovery Management   August 2008 - October 2009
HSBC   August 2006 - August 2008
HSBC   August 2004 - July 2006
HSBC   September 2001 - July 2004
HSBC   April 2000 - July 2001
HSBC   February 1999 - March 2000
HSBC   May 1996 - January 1999
HSBC   1991 - 1996

Skills
Team Leadership, Operations Management, Collection Strategy, Six Sigma, Banking, Bankruptcy, Risk Management, Foreclosures, Loans, Credit, Loan Servicing, Financial Risk, Financial Analysis, Real Estate, Credit Risk, Credit Analysis, Credit Cards, Mortgage Lending, Commercial Lending, Consumer Lending, Call Centers, Portfolio Management, Loan Origination

Education
Triton College
Associate of Arts and Sciences (AAS), Accounting and Business Administration

Teresa MaravigliaTeresa Maraviglia Greater Chicago Area
HSBC Years April 2004 - Present
Job Executive Assistant at HSBC
Industry Financial Services
Experience
HSBC   April 2004 - Present

Skills
Certified..., Highly Detail Oriented, Detailed Organization, Microsoft Office, Excellent Typing Skills, Administrative..., Corporate Communications, Outlook, Coordination, QuickBooks, Process Improvement, Administrative..., Highly detail oriented, Customer Service, Research, Management, Event Planning, Access, Microsoft Word, PowerPoint, System Administration, Microsoft Excel, Accounting, Event Management

Education
Triton College   1978 — 1980

East Leyden   1975 — 1978

Vicki AldridgeVicki Aldridge Greater Chicago Area
HSBC Years October 1996 - Present
Job OPS REP at HSBC
Industry Banking
Experience
HSBC   October 1996 - Present
HSBC   October 1996 - September 2014

Skills
Access, Loans, Banking, Visio, Business Analysis, PeopleSoft, Retail Banking, Customer Service, Vendor Management, Portfolio Management, Commercial Banking, Risk Management, Credit Cards, Microsoft Office, Process Improvement, Financial Services, Credit, Payment Card Processing

Education
Triton-College
Computer

Vidal RiosVidal Rios Greater Chicago Area
HSBC Years February 2006 - November 2007
Job Production Planner at FIC America Corp
Industry Automotive
Experience
FIC America Corp   September 2012 - Present
Crown Services   August 2011 - September 2012
Turbo Tech Mechanical   September 2008 - May 2010
HSBC   February 2006 - November 2007
HSBC   January 2002 - February 2006
Montgomery Ward   December 1989 - February 2001

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Lotus Notes, Training, IQMS, Outlook, Forecasting, Continuous Improvement, Inventory Management, Operations Management, Problem Solving, Lean Manufacturing, Management, PeopleSoft, Legacy Systems

Education
Triton College
Associate's degree, Business Administration and Management, General

Paula MorrisonPaula Morrison Orlando, Florida Area
HSBC Years June 2006 - May 2013
Job Sys CsltSys Anly & Prg @ Verizon
Industry Telecommunications
Experience
Verizon   July 2014 - Present
CenturyLink   June 2013 - July 2014
HSBC   June 2006 - May 2013
Fidelity National Information Services   December 2004 - June 2006
BT   May 2003 - November 2004
BT   June 2002 - May 2003
BT   April 2000 - June 2002

Skills
Financial Analysis, Business Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Analysis, Management, Access, Finance, Budgets, Forecasting, Project Planning, Data Analysis, Variance Analysis, Financial Planning, Risk Management, Vendor Management

Education
Troy University   2007 — 2012
Master's degree, Business Administration and Management, General

Ritchie MoneyRitchie Money Macon, Georgia Area
HSBC Years July 2003 - October 2008
Job Marketing Representative
Industry Automotive
Experience
Auto Credit of Macon   October 2008 - Present
HSBC   July 2003 - October 2008
AmeriCredit Financial Sevices   September 1999 - February 2003
Americredit Financial Services   1999 - 2003

Education
Troy University   1977 — 1979

Brandon HarringtonBrandon Harrington Greater Chicago Area
HSBC Years 2006 - 2009
Job Mortgage Banker at CHASE
Industry Financial Services
Experience
CHASE   August 2010 - Present
AccuQuote   August 2009 - August 2010
HSBC   2006 - 2009

Skills
Insurance, Underwriting, Cold Calling, Account Management, Brokers, Salesforce.com, Sales Management, New Business Development, Sales, Life Insurance, Disability Insurance, Lead Generation, Sales Presentations, Direct Marketing, CRM, Property & Casualty..., B2B, Business Development, Health Insurance, Marketing

Education
Truman State University   1999 — 2003
Bachelor of Science (B.S.)

Sam LarySam Lary Greater San Diego Area
HSBC Years 2007 - 2008
Job NLP Master Practitioner
Industry Health, Wellness and Fitness
Experience
Your Lasting Effects Reclamation Center   November 2009 - Present
HSBC   2007 - 2008
HSBC   2007 - 2008
HSBC Auto Finance   1998 - 2008

Skills
NLP, Banking, Wellness, Quality Assurance, Coaching, Hypnosis, Life Coaching, Therapists, Emotional Intelligence, Program Management, Public Speaking, Personal Development, Call Centers, Career Development, Stress Management, Training, Leadership Development, Teaching, Executive Coaching, Public Relations, Management, Leadership, Organizational..., Team Building, Business Coaching, Change Management, Finance, Training Delivery, Performance Management, Strategic Planning, Workshop Facilitation, Process Improvement, Risk Management, Business Process Mapping, Customer Service, Staff Development, Conflict Resolution

Education
Northeast Missouri State University   1973 — 1977
BS, Psychology

Truman State University   1973 — 1977
BS, Major/Minor: Psychology/Sociology

Empowerment Quest International

Grace WangGrace Wang San Francisco Bay Area
HSBC Years July 2006 - September 2007
Job Equity Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
JPMorgan   September 2009 - August 2011
UBS   September 2007 - September 2009
HSBC   July 2006 - September 2007

Skills
Equities, Investments, Alternative Investments, Financial Modeling, Derivatives, Proprietary Trading, Electronic Trading

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Finance, Entrepreneurship Management

Tsinghua University   2002 — 2006
B.A., Finance

Jie (Jay) LiuJie (Jay) Liu Dallas/Fort Worth Area
HSBC Years May 2006 - January 2008
Job VP, Risk Modeler at Chase
Industry Financial Services
Experience
Chase   2014 - Present
Citi   January 2008 - July 2014
HSBC   May 2006 - January 2008

Skills
Risk Analytics, Credit Cards, Risk Management, Credit Risk, Basel II, Portfolio Management, Financial Risk, Credit Analysis, Credit, Operational Risk, Quantitative Analytics, Finance, Financial Services, Financial Modeling, Banking, Analysis

Education
University of Rochester
Master of Arts (MA), Economcis

Tsinghua University
Master's degree, Applied Mathematics

Tsinghua University
Bachelor's degree, Engineering

Laura KangLaura Kang Buffalo/Niagara, New York Area
HSBC Years September 2006 - Present
Job Team Lead WebBased Application
Industry Information Technology and Services
Experience
HSBC   September 2006 - Present
Ingram Micro   2004 - 2006
NICE Systems   August 1999 - November 2002

Skills
Websphere, Unix, XML, Server Architecture, JavaScript, Application Development, Web Applications, Enterprise Architecture, Spring, J2EE, SQL, ClearCase, SQL Server, Software Project..., Solaris, Visual Basic, Java, Hibernate, Distributed Systems, SDLC, Linux, Data Warehousing, Architecture, Software Development, Databases, Integration, Project Planning, Software Engineering, Team Management, Cross-functional Team..., Java Enterprise Edition

Education
Tsinghua University   1986 — 1991
Physics

Yong LiuYong Liu Greater Chicago Area
HSBC Years September 2008 - June 2011
Job Senior Manager, Financial Modeling at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services   June 2015 - Present
Discover Financial Services   July 2013 - June 2015
Discover Financial Services   June 2011 - June 2013
HSBC   September 2008 - June 2011
HSBC   February 2006 - August 2008

Skills
SAS, Analytics, Credit Risk, Statistical Modeling, Financial Risk, Portfolio Management, Credit Scoring, R, Predictive Analytics, Basel II, Risk Analytics, Predictive Modeling, Strategy, Credit, VBA, Corporate Finance, Financial Services, Forecasting, Credit Cards, Data Mining, Risk Modeling, SAS programming, Financial Modeling

Education
University of Cincinnati College of Business   2000 — 2005
Ph.D., Quantitative Analysis and Operations Management

Tsinghua University   1995 — 1999
Master, Management Science

Tsinghua University   1990 — 1995
Bachelor, Management Information Systems

Austin MakAustin Mak Dallas/Fort Worth Area
HSBC Years June 2008 - August 2008
Job Intern at Ronnie J.L. Ward and Co. Insurance
Industry Hospital & Health Care
Experience
Ronnie J L Ward & co. Insurance Company   June 2013 - Present
Commonwealth Care Alliance   September 2012 - December 2012
Clinton Health Access Initiative   June 2012 - August 2012
Saint Joseph’s Hospital   June 2011 - August 2011
Johns Hopkins University’s Center for Talented Youth   June 2010 - August 2010
Kumon Learning Center   March 2007 - August 2009
HSBC   June 2008 - August 2008

Education
Tufts University   2010 — 2013

Tufts University
BA, Community Health and Economics

Nashua High School

UT SPH

UT SPH

Margo ChenMargo Chen Greater New York City Area
HSBC Years February 2009 - October 2010
Job Director at Citi
Industry Banking
Experience
Citi   January 2013 - Present
Citi   October 2010 - January 2013
HSBC   February 2009 - October 2010
Citi Markets & Banking   July 2004 - December 2008

Skills
Portfolio Management, Corporate Finance, Credit Risk, Risk Management, Structured Finance, Relationship Management, Banking, Credit Analysis, Financial Modeling

Education
Tufts University   2000 — 2004
BA, Economics

Tarek DhananiTarek Dhanani Greater Chicago Area
HSBC Years November 2011 - May 2013
Job Sr Director, Enterprise Project Management Office at TransUnion, CSM
Industry Financial Services
Experience
TransUnion   January 2015 - Present
Capital One   November 2014 - January 2015
Capital One   November 2013 - November 2014
Capital One   May 2013 - November 2013
HSBC   November 2011 - May 2013
HSBC   November 2010 - November 2011
HSBC   July 2009 - February 2011
HSBC Bank   October 2008 - August 2009
HSBC Auto Finance   August 2007 - October 2008
hsbc   October 2006 - August 2007

Skills
Banking, Risk Management, Portfolio Management, Business Analysis, Vendor Management, Financial Services, Financial Analysis, Relationship Management, Financial Modeling, Credit, Process Improvement, Change Management, Financial Risk, IT Management, Credit Risk, Credit Analysis, Finance, Requirements Analysis, Strategic Financial..., Business Strategy, Compliance, Loans, Business Transformation, Analysis, Software Project..., IT Strategy, Business Intelligence, Credit Cards, PMO, Governance, Mergers & Acquisitions, Retail Banking, Leadership, Program Management, Business Process, Corporate Finance, Project Portfolio..., CRM, Business Process..., Requirements Gathering, Analytics, Strategy, Management, Information Technology, SDLC, Visio, Cross-functional Team..., Team Management, Executive Management

Education
University of Wisconsin-Madison   1994 — 1997
Bachelor's degree, Information Systems & Design

University of Wisconsin-Madison - School of Business   1994 — 1997

Tulane University   1993 — 1997

Ruston High School   1989 — 1993

Jennifer BrantJennifer Brant Tampa/St. Petersburg, Florida Area
HSBC Years February 2010 - November 2013
Job Assistant Manager at HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management   November 2013 - Present
HSBC   February 2010 - November 2013
Triad Digital Media   October 2009 - February 2010
Pricewaterhouse Coopers   April 2005 - October 2009
JP Morgan Chase   1996 - 2005

Skills
Call Centers, Vendor Management, Call Center, Analytics, Customer Service, Process Improvement, Business Objects, Business Analysis, Workforce Management, Visio, Operations Management, Risk Management, Forecasting, Project Planning, Analysis, Requirements Gathering, Change Management, SharePoint, Cross-functional Team..., Program Management, Financial Reporting, SDLC, Banking, Financial Services, Microsoft Office, Strategic Planning, Microsoft Excel, Performance Management, Data Analysis, Web Analytics, Business Process..., Loans, Project Management, Business Intelligence, Access, Business Process, Training, CRM, Customer Satisfaction, Outsourcing, Customer Experience, Leadership

Education
University of South Florida   1989 — 1995
MA, Religious Studies, Biblical Archeology

Tulane University   1985 — 1989
BA, Classical History and Languages

William ZwirnerWilliam Zwirner Sacramento, California Area
HSBC Years April 2004 - May 2007
Job SVP Operations at Liberty Home Equity Solutions Inc., Ocwen Financial Subsidiary
Industry Insurance
Experience
Liberty Home Equity Solutions Inc., Ocwen Financial Subsidiary   May 2013 - Present
Genworth Financial   October 2008 - May 2013
Genworth Financial   June 2007 - September 2008
HSBC   April 2004 - May 2007
Decision One Mortgage, Household International Subsidiary   March 2000 - March 2004
Household International   June 1991 - March 2000

Skills
Leadership, Mortgage Lending, Risk Management, Mergers & Acquisitions, Loans, Mortgage Banking, Business Development, Underwriting, Credit, Banking, Financial Services, Operations Management

Education
Tulane University   1985 — 1989

Amy BornsteinAmy Bornstein Greater New York City Area
HSBC Years October 2012 - Present
Job SVP Balance Sheet Management IT
Industry Financial Services
Experience
HSBC   October 2012 - Present
HSBC Securities   August 2007 - October 2012
UBS   2002 - 2007
UBS Investment Bank   2001 - 2007
Merrill Lynch   1999 - 2002
Richard A Eisner   1994 - 1998

Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking

Education
Tulane University - A.B. Freeman School of Business   1990 — 1994
Bachelor of Science and Management, Accounting

Ji Kang, CAMSJi Kang, CAMS New York, New York
HSBC Years September 2012 - March 2014
Job Senior Consultant at Navigant Consulting, Inc.
Industry Financial Services
Experience
Navigant Consulting, Inc.   March 2014 - Present
HSBC   September 2012 - March 2014
Whitney Bank   November 2010 - September 2012
Capital One   August 2008 - October 2010
Bank of America   November 2007 - July 2008
Bank of America   July 2006 - November 2007

Skills
CAMS, OFAC, Bank Secrecy Act, Financial Risk, AML, Fraud, USA PATRIOT Act, Operational Risk..., Banking, KYC, Operational Risk, Retail Banking, Due Diligence, Analysis, Finance, Internal Audit

Education
Tulane University - A.B. Freeman School of Business   2001 — 2006
Bachelor of Science (B.S.), Finance, General

Karen HammerKaren Hammer Tulsa, Oklahoma Area
HSBC Years 2002 - 2005
Job Risk Associate at Capital One Auto Finance
Industry Financial Services
Experience
capital one auto finance   September 2006 - Present
metris   2002 - 2005
HSBC   2002 - 2005

Education
Tulsa Community College   2002 — 2004

Laurie DaughertyLaurie Daugherty Tulsa, Oklahoma Area
HSBC Years March 2008 - September 2010
Job Professional with extensive experience in managing business projects and business relationships.
Industry Banking
Experience
HSBC   March 2008 - September 2010
HSBC   July 2006 - March 2008
First Data Corporation   August 2003 - July 2006
Metris Companies   June 2001 - September 2003
Metris Companies, Tulsa, OK.   March 1999 - June 2001
Metris Companies   April 1997 - March 1999
First Data Corporation   July 1994 - April 1997
USAA   January 1990 - March 1994

Skills
Process Improvement, SDLC, Management, Credit Cards, Vendor Management, Project Management, Business Analysis, Visio, Financial Services, CRM, Business Requirements, Leadership, Training

Education
Nathan Hale

Tulsa Community College
Business, Business

Sandy StricklandSandy Strickland Broken Arrow, Oklahoma
HSBC Years December 2000 - November 2010
Job Medical Coder
Industry Medical Practice
Experience
St. John Health System   April 2012 - Present
HSBC   December 2000 - November 2010
First Data Corporation   September 1994 - September 1999

Skills
HIPAA, Data Entry, Healthcare, Customer Service, Health Insurance, Insurance, Microsoft Excel, Microsoft Word, Healthcare Information..., Microsoft Office, Accounts Receivable, Invoicing

Education
OSUIT   2011 — 2012
Associate's degree, Office Information Systems Technology

Tulsa Technology Center-Riverside Campus   2011 — 2012
Certification, Medical Insurance Coding Specialist/Coder

Tsungru TsaiTsungru Tsai Greater Chicago Area
HSBC Years April 2004 - September 2007
Job Senior Business System Analyst
Industry Insurance
Experience
AbbVie   January 2014 - Present
Medline Industries   May 2010 - January 2014
Zurich Financial Services   August 2008 - May 2010
HSBC   April 2004 - September 2007

Skills
Reinsurance, Insurance, Property & Casualty..., General Insurance, Claims Management, Casualty, Financial Reporting, Risk Management, Financial Analysis

Education
University of Illinois at Chicago   1995 — 1998
Master of Business Administration (MBA), Master of Science in Accounting

Tunghai University   1988 — 1992
Bachelor's degree

Shane BanksShane Banks Washington D.C. Metro Area
HSBC Years April 2003 - April 2009
Job Financial Services and Sales Professional
Industry Financial Services
Experience
HSBC   April 2003 - April 2009

Education
Tusculum College   1996 — 2000
B.S., Business and Sports Managerment

Malik ColemanMalik Coleman Greater New York City Area
HSBC Years August 2002 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
PPC   November 2012 - December 2014
Ridge Clearing   December 2011 - August 2012
SNC-Lavalin   August 2009 - August 2011
Bank of America   January 2009 - June 2009
JPMorgan Chase   November 2007 - December 2008
HSBC   August 2002 - September 2007

Skills
Proficient in Excel, Accounting, Operations, Account Reconciliation, Process Improvement, General Ledger, Accounts Receivable, Analysis, Internal Controls, Internal Audit, Microsoft Excel, Spreadsheets, Financial Analysis, Risk Management, Compliance, Financial Reporting, Strategic Financial..., Access, Tax, Variance Analysis, Auditing, Balance, Cost Accounting, Financial Accounting, Accounts Payable, Sarbanes-Oxley Act, Managerial Finance, Microsoft Office

Education
Tuskegee University   1992 — 1998
BACHELOR OF SCIENCE, MANAGEMENT SCIENCE

Tuskegee University   1992 — 1998
BS, Management Science

Daniel CarrDaniel Carr New York, New York
HSBC Years October 1999 - March 2002
Job Energy, Infrastructure & Asset Based Finance
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation   March 2014 - Present
Lloyds Bank   April 2002 - March 2014
HSBC   October 1999 - March 2002

Skills
Structured Finance, Project Finance, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Tax Equity, Leasing, Asset Based Finance, Fixed Income, Relationship Management, Capital Markets, Due Diligence, Syndications, Securities, Credit Analysis, Alternative Energy, LNG, Financial Risk, Credit Risk, Leveraged Finance

Education
University College London, U. of London   1996 — 1999
Bachelor’s Degree, Geography

Pangbourne College   1991 — 1996
High School

Steven BrennanSteven Brennan Greater Los Angeles Area
HSBC Years July 2013 - July 2015
Job Senior Vice President and Team Leader at BHI USA Bank Hapoalim
Industry Banking
Experience
BHI USA Bank Hapoalim   August 2015 - Present
HSBC   July 2013 - July 2015
HSBC Bank USA   April 2010 - June 2013
HSBC   2004 - April 2010
Fuji Bank, Ltd.   November 1984 - March 2004
Bank of America   November 1980 - November 1984

Skills
Commercial Banking, Banking, Credit Analysis, Commercial Lending, Credit, Loans, Capital Markets, Portfolio Management, Financial Analysis, Cash Management, Financial Modeling, Corporate Finance, Leveraged Finance, Structured Finance, Credit Risk, Underwriting, Treasury Management, Risk Management

Education
University of California, Los Angeles - The Anderson School of Management   1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General

UCLA   1976 — 1980
Bachelor of Arts (B.A.), Economics

Dana M. Jacobs, CFADana M. Jacobs, CFA Greater Los Angeles Area
HSBC Years April 2005 - May 2010
Job Executive Director Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   June 2015 - Present
Barclays Wealth & Investment Management, Americas   2010 - June 2015
HSBC   April 2005 - May 2010
Credit Suisse First Boston   2000 - 2005
Donaldson, Lufkin & Jenrette   April 1995 - February 2000

Education
UCLA Anderson School of Management   1992 — 1994
MBA, Finance

University of California, Santa Barbara

Manuel CadarsoManuel Cadarso Greater New York City Area
HSBC Years August 2007 - Present
Job HSBC Bank USA
Industry Financial Services
Experience
HSBC   August 2007 - Present
Bear Stearns   August 2001 - August 2007
Bankers Trust   1996 - 1999

Education
UCLA Anderson School of Management   1999 — 2001
MBA

University of California, Berkeley, Haas School of Business   1992 — 1996
B.S, Business Adminstration

Philippe FarautPhilippe Faraut Los Angeles, California
HSBC Years March 2004 - April 2007
Job Chief Investment Officer at Knight Global LLC
Industry Investment Management
Experience
Knight Global LLC   February 2015 - Present
Intrepid Investment Bankers LLC   April 2012 - February 2015
The Sage Group, LLC (US)   July 2009 - June 2011
HSBC   March 2004 - April 2007
Merrill Lynch   July 1999 - March 2004

Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Middle Market, Private Equity, Recapitalizations, Valuation, Corporate Finance, Restructuring, Capital Markets, Financial Modeling, Start-ups, LBO, Brand Development, Entrepreneurship, Business Strategy, Venture Capital, Private Placements, Financial Analysis, Investments, Marketing Strategy, M&A experience, Fashion

Education
Anderson School at UCLA   1998 — 1999
Master of Business Administration (MBA)

Alison HaAlison Ha Syracuse, New York Area
HSBC Years January 2005 - May 2014
Job
Industry Banking
Experience
Visions Federal Credit Union   May 2014 - Present
HSBC   January 2005 - May 2014
First Niagara Bank   2003 - 2005
Fleet Bank   2000 - 2003

Skills
Credit, Portfolio Management, Due Diligence, Corporate Finance, Risk Management, Excel, Financial Analysis, Compliance, Microsoft Excel, Selling Skills, Financial Modeling, Credit Risk, Commercial Lending, Relationship Management, Managerial Finance, Valuation, Financial Accounting, Cash Flow, Private Equity, Mergers, Credit Analysis, Forecasting, Loans, Commercial Banking, Banking, Financial Risk, Finance, Financial Reporting, Analysis, Accounting, Underwriting, Economics, Business Planning, Commercial Mortgages, Management Consulting, Asset Based Lending, Trade Finance, Business Strategy, Cash Management

Education
Syracuse University - Martin J. Whitman School of Management

Union College

Brian LeistmanBrian Leistman Greater New York City Area
HSBC Years September 2012 - Present
Job Analyst at Auriga USA, LLC
Industry Financial Services
Experience
HSBC   September 2012 - Present
KOEPPEL MARTONE & LEISTMAN, LLP   June 2009 - August 2009
MERRILL LYNCH Global Wealth Management   June 2008 - August 2008

Education
Union College   2006 — 2010
Bachelors of Arts, Economics

Juan PanetoJuan Paneto Greater New York City Area
HSBC Years June 1994 - December 2003
Job AVP Manager & Small Business Development at TD
Industry Banking
Experience
TD   April 2013 - Present
Rhinebeck Bank   June 2011 - March 2013
KeyBank NA   September 2008 - June 2011
Washington Mutual/Indymac Bank/American Home Mortgage   April 2006 - September 2008
Entrepreneurial Ventures   December 2003 - July 2008
Provident Bank   February 2004 - April 2004
HSBC   June 1994 - December 2003
HSBC Bank USA   January 2000 - January 2003
HSBC Bank USA   January 1997 - January 2000
HSBC Bank USA   January 1994 - January 1997

Skills
Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Banking, Credit Analysis, Insurance, Small Business, Portfolio Management, Loans, Real Estate, Team Building, Investments, Coaching, New Business Development, Retail Banking

Education
Union College   1988 — 2003

University of Virginia   2000 — 2002
Graduate School, Retail Bank Management

Union College
East Asian Studies; Modern Languages

Matt Sandler, CFP®Matt Sandler, CFP® Greater New York City Area
HSBC Years August 2005 - January 2006
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
TIAA-CREF   March 2013 - March 2015
Morgan Stanley Smith Barney   October 2009 - February 2013
Strategies For Wealth/WISE Financial Advisors   January 2006 - October 2009
HSBC   August 2005 - January 2006
American Express Financial Advisors   August 2002 - July 2005
Lighthouse International   August 2000 - August 2002
McIntosh & Otis, Inc   September 1998 - August 2000

Education
Union College   1994 — 1998
B.A, Political Science

Patrick HaskellPatrick Haskell Greater New York City Area
HSBC Years March 2005 - December 2006
Job Managing Director at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley   July 2013 - Present
Morgan Stanley   September 2009 - July 2013
Ecosphere Technologies   June 2008 - September 2009
HSBC   March 2005 - December 2006
HSBC Americas   2005 - 2006
Credit Suisse   June 1994 - March 2005
CSFB   1994 - 2005
Credit Suisse First Boston   1994 - 2005

Skills
Trading, Derivatives, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Private Equity, Bloomberg, Bonds, Electronic Trading, Structured Products, Alternative Investments

Education
Union College   1990 — 1994
BA, Economics

Robert SmalleyRobert Smalley Greater New York City Area
HSBC Years 1998 - 2002
Job Executive Director, UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC   June 2010 - Present
JP Morgan Asset Management   2009 - 2010
Cura Capital Management   2006 - 2008
FrontPoint Partners, LLC   2004 - 2006
Clinton Group   2002 - 2004
HSBC   1998 - 2002
Morgan Stanley   1994 - 1998
Lehman Brothers   1991 - 1994
American Express   1989 - 1991
KBW   1986 - 1989

Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps

Education
Columbia University School of International Affairs   1983 — 1986
Master of International Affairs, International Finance and Banking

Union College   1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies

Kari BarnhartKari Barnhart Greater Nashville Area
HSBC Years January 2006 - April 2009
Job Relationship Specialist Music and Entertainment Divison at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank   July 2010 - Present
HSBC   January 2006 - April 2009

Skills
Credit, Mortgage Lending, Coaching, Consumer Lending, Credit Analysis, Customer Service, Loans, Sales, Training, Commercial Lending, Commercial Banking, Loan Origination

Education
Union University   2001 — 2005
BA, Political Science

Douglas PetersenDouglas Petersen Miami/Fort Lauderdale Area
HSBC Years June 1996 - September 2000
Job Director at Okapi Holdings LLC
Industry International Trade and Development
Experience
Okapi Holdings LLC   January 2011 - Present
RS International   April 2009 - November 2010
Kworum Capital Ltd   January 2003 - December 2008
Fluor Corporation   June 2000 - October 2002
HSBC   June 1996 - September 2000
Ithaca Industries Inc.   June 1994 - April 1996

Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Investment Banking, Financial Analysis, Emerging Markets, Business Strategy, Risk Management, Due Diligence, Portfolio Management, Economics, Private Equity, Capital Markets, Trading, Accounting, Internal Controls, Forecasting, Finance, Structured Finance, Banking, Financial Services, Asset Management, Market Research, Equities, Project Finance, Strategic Financial..., Mergers & Acquisitions, Start-ups, Financial Risk, Management Consulting, Business Planning, Restructuring

Education
University of South Carolina - Darla Moore School of Business   1992 — 1994
MIBS, Int'l Business, Spanish

University of Arizona   1987 — 1989
BSBA, Finance, Mathematics

United States Air Force Academy   1985 — 1987
Mathematics & Sciences

Harun HassouniHarun Hassouni Greater New York City Area
HSBC Years May 1976 - September 2003
Job President & Owner at CMIT Solutions of North Nassau
Industry Information Technology and Services
Experience
CMIT Solutions of North Nassau   May 2008 - Present
Vested Business Brokers   April 2007 - January 2012
Nuverse Advisors, LLC   August 2005 - December 2006
J Safra Investments   April 2004 - July 2005
HSBC   May 1976 - September 2003
Republic National Bank   1976 - 2003

Skills
Small Business, Strategic Planning, Business Development, New Business Development, Project Management, Disaster Recovery, Negotiation, Business Strategy, Sales Management, Team Building, Marketing Strategy, Customer Service, Business Analysis, Managed Services, Management Consulting, IT Service Management, Start-ups, Contract Negotiation, Marketing, Systems Improvement, CRM, Consulting, Entrepreneurship, Strategy, Sales, Computer-savvy, Selling, Management, Vendor Management, Business Planning, Sales Process, Account Management, Lead Generation

Education
New York University - Leonard N. Stern School of Business   1976 — 1980
MBA, International Business and Management

United States International University   1973 — 1976
BSc, Marketing and Management

Audrey HanaganAudrey Hanagan Vancouver, Canada Area
HSBC Years February 2011 - August 2012
Job Head of Learning & Resourcing
Industry Financial Services
Experience
HSBC Bank Canada   August 2012 - Present
HSBC   February 2011 - August 2012
HSBC   September 2009 - February 2011
HSBC   October 2008 - September 2009
HSBC Bank Canada   July 2007 - October 2008
HSBC North America   June 2006 - July 2007
HSBC North America   June 2004 - June 2006
HSBC North America   June 2000 - June 2004
Household International   June 1997 - June 2000
Jenner & Block   August 1995 - June 1997

Skills
Human Resources, Change Management, Leadership Development, Performance Management, Process Improvement, Project Management, Strategic Planning, Leadership, Team Building, Training, Coaching, Organizational..., Employee Engagement, Strategy, Program Management, Succession Planning, Team Leadership, Relationship Management, Talent Management, Vendor Management, Management, Staff Development, Talent Acquisition, Employee Relations, Recruiting

Education
University of Illinois at Chicago   1998 — 1999
MA, International Relations

United States Military Academy at West Point   1986 — 1990
B.S., International Relations

Bruce BeckBruce Beck San Francisco Bay Area
HSBC Years March 2008 - April 2012
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase   April 2013 - Present
Capital One   May 2012 - March 2013
HSBC   March 2008 - April 2012
HSBC   November 2001 - February 2008
Household International   November 1991 - October 2001

Skills
Project Management, Client Development, PMO, Information Technology, Quality Assurance, Cross-functional Team..., Strategy, Management, Financial Services, Credit Cards, Consulting, Business Process, SDLC, Project Planning, Integration, Project Delivery, Change Management, Business Process..., Requirements Analysis, Leadership, Executive Management, Process Improvement, Business Analysis, Call Centers, Analysis, IT Strategy, Governance, Project Portfolio..., Outsourcing, CRM, Vendor Management, Relationship Management, Business Development, Portfolio Management, Business Intelligence, PMP, Risk Management, Mergers & Acquisitions, E-commerce, IT Management, Software Development, Program Management, Banking

Education
United States Military Academy at West Point   1982 — 1986
Bachelor of Science, Engineering, Political Science

Kevin GalliganKevin Galligan Greater New York City Area
HSBC Years 2005 - 2010
Job Former Head of North American Public Sector Debt Capital Markets
Industry Investment Banking
Experience
www.CentralBanks.com   June 2015 - Present
HSBC Securities (USA) Inc.   2010 - 2015
HSBC   2005 - 2010
HSBC Securities (USA) Inc.   2002 - 2005
Barclays Capital   July 2002 - December 2002
Credit Suisse First Boston   September 2000 - July 2002
US Army   May 1999 - October 2000

Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Structured Products, Hedge Funds, Bonds, Financial Modeling, Equities, Bloomberg, Structured Finance, Finance, Portfolio Management, Series 7, Alternative Investments, Emerging Markets, Financial Markets

Education
United States Military Academy at West Point   1995 — 1999
Bachelor's Degree, International Relations

Fairhope High School

Myers Park High School
International Baccalaureate

Paul ReaderPaul Reader Greater Chicago Area
HSBC Years April 2011 - May 2012
Job Capital One
Industry Financial Services
Experience
Capital One   May 2012 - Present
HSBC   April 2011 - May 2012
HSBC Card Services   April 2010 - April 2011
HSBC Card Services   November 2005 - April 2010
HSBC   September 2004 - November 2005
US Army   May 1997 - September 2004

Education
United States Military Academy at West Point   1993 — 1997
BS, General Engineering

Caitlin DeTineCaitlin DeTine Buffalo/Niagara, New York Area
HSBC Years August 2010 - September 2010
Job Hospital and Health Care Professional
Industry Hospital & Health Care
Experience
Buffalo General Hospital   November 2010 - Present
HSBC   August 2010 - September 2010
HSBC Center   May 2010 - July 2010
Stampede Global   June 2007 - July 2007
Center for Preventive Medicine University at Buffalo   May 2003 - August 2003

Skills
Strategic Planning, Customer Service, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Team Building, Spanish, Editing, Lotus Notes

Education
State University of New York College   2005 — 2007
Bachelor of Arts, French Language and Literature

Universidad Antonio de Nebrija   2004 — 2004
Study abroad, Spanish Language and Literature

The Buffalo Seminary   1998 — 2002

Sergio Santa AnaSergio Santa Ana Hollywood, Florida
HSBC Years October 1986 - March 1993
Job CEO at Alpha Trade Export & Import Solutions LLC
Industry International Trade and Development
Experience
Alpha Trade Export & Import Solutions, LLC   June 2015 - Present
Actividad Docente   March 2008 - Present
Gobierno de la Provincia de Rio Negro   June 2007 - August 2009
Burkool S.A   February 2008 - June 2009
JHW Trade   July 2005 - May 2007
Servicios Ticket S.A.   February 2000 - July 2003
Banco Bisel S.A.   March 1993 - July 1999
HSBC   October 1986 - March 1993

Skills
Business Strategy, Negotiation, Spanish, English, Strategic Planning, Business Planning, Team Leadership, Logistics, International Trade, Export, Management, Microsoft Office, International Business

Education
Universidad Argentina de la Empresa   1982 — 1986
Licenciado en Comercio Internacional, Comercio Internacional

Carlos Manuel CabadaCarlos Manuel Cabada Benito Juarez, Baja California, Mexico
HSBC Years May 1996 - February 2008
Job GERENTE ADMINISTRATIVO BAJA CALIFORNIA en CIBANCO
Industry Financial Services
Experience
CIBANCO   April 2010 - Present
Banco Ve por Más BX+   April 2008 - October 2009
HSBC   May 1996 - February 2008

Education
Universidad Autonoma de Baja California
Contabilidad y finanzas

Universidad Autonoma de Baja California

Erik Lopez R.Erik Lopez R. Northville, Michigan
HSBC Years March 2006 - August 2009
Job QA Analyst Gravity Solutions Inc
Industry Information Technology and Services
Experience
Gravity Solutions Inc   August 2014 - Present
MetLife   February 2014 - August 2014
Mondelēz International   January 2013 - December 2013
GCM Business Consulting and Technology   November 2010 - October 2012
Ion Systems, Alicante (España)   March 2010 - June 2010
HSBC   March 2006 - August 2009

Skills
Negotiation, Business Strategy, Marketing Strategy, Spanish, English, Social Media, Team Leadership, Management Consulting, Business Planning, Test Cases, Defect Life Cycle, Defect Identification, Customer Relations, Thrive in A Fast-paced..., At Multitasking, Defect Tracking

Education
Fundesem Business School   2009 — 2010
Master's degree, Master en Dirección Comercial y Marketing

Universidad Autónoma del Estado de México   1998 — 2003
Bachelor's degree, Informática

José García-ValledorJosé García-Valledor Greater Chicago Area
HSBC Years 2003 - 2009
Job Translator at Rotary International
Industry Translation and Localization
Experience
Rotary International   September 2009 - Present
HSBC   2003 - 2009
InterPro Translation Solutions   2000 - 2003

Skills
Translation, Editing

Education
Universidad Complutense de Madrid   1982 — 1989
BA, Biology

Nicolas Delamer, CFANicolas Delamer, CFA New York, New York
HSBC Years December 2008 - April 2011
Job Director at HSBC Securities (USA) Inc.
Industry Banking
Experience
HSBC Securities (USA) Inc.   March 2013 - Present
HSBC Securities (USA) Inc.   April 2011 - Present
HSBC   December 2008 - April 2011
HSBC   April 2006 - December 2008
HSBC   June 2004 - April 2006
HSBC   September 2002 - June 2004
HSBC Bank Argentina   July 2000 - September 2002
HSBC Bank Argentina   December 1998 - July 2000

Education
Universidad de 'San Andrés'   1995 — 1998
Licenciate, Economics

CFA Institute
CFA charterholder, Finance

Securities Institute
Certificate in Securities & Financial Derivatives, Finance