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.
HSBC Salaries. You can even request information on how much does HSBC pay if you want to. Learn about salaries, pros and cons of working for HSBC directly from the past employees.
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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
Employee
Years
Job
Industry
Peggy (Cabrera) Jacks, MBA Peggy (Cabrera) Jacks, MBA's HSBC Experience 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
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-Robles Sandra Jimenez-Robles's HSBC Experience 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
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 Harrington Brandon Harrington's HSBC Experience 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
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 Wyatt James Wyatt's HSBC Experience 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
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 Shadmann Ahmed Shadmann's HSBC Experience 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
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 Yang Jessie Yang's HSBC Experience 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
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) Thornhill Chrissy (Glover) Thornhill's HSBC Experience 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
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 Yepez's HSBC Experience 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
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 Kang Kenny Kang's HSBC Experience 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
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 Heredia Luis Alejandro Guadarrama Heredia's HSBC Experience 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
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 Puletz Andrea Puletz's HSBC Experience 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
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 Yale Mark Yale's HSBC Experience 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
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 Ma Ji Ma's HSBC Experience 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
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 Mahoney Laura Mahoney's HSBC Experience 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
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 Paiva Pedro Paiva's HSBC Experience 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
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 Rosen's HSBC Experience 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
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 Stone Ben Stone's HSBC Experience 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)
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 Bray Russ Bray's HSBC Experience 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
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 Tang's HSBC Experience 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
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 Larry Corey Larry's HSBC Experience 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
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 Ori Pete Ori's HSBC Experience 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
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 Kraszewski's HSBC Experience 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
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 Overton Shaun Overton's HSBC Experience 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
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 Sitzmann Melissa Sitzmann's HSBC Experience 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
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 Marcon Robert Marcon's HSBC Experience 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
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, CFA Maya Reda, CFA's HSBC Experience 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
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 Lavid's HSBC Experience 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
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 Shi's HSBC Experience 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
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 Rivas Vanessa Damariss Ora Rivas's HSBC Experience 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
HSBC 2006 - 2010
Skills
Credit, Commercial Banking, Retail Banking
Education
Universidad Centroamericana 'José Simeón Cañas' 2004 — 2008
Bachelor of accounting
Sherry Jinshan Xu's HSBC Experience 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
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 Chen Faru Chen's HSBC Experience 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
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 Alexis's HSBC Experience 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
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) ZHU Ye (Ella) ZHU's HSBC Experience 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
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) Zeng Jieyin (Jean) Zeng's HSBC Experience 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
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 Weiskopf Harry Weiskopf's HSBC Experience 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
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 HARGROVE TANIKA HARGROVE's HSBC Experience 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
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 Vega's HSBC Experience 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
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) Zhong's HSBC Experience 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)
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 Wood Randy Wood's HSBC Experience 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
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 Gatlin Ronald Gatlin's HSBC Experience 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
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 Perez Osvaldo Perez's HSBC Experience 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
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 Wilson's HSBC Experience 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
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 Payan Enrique Payan's HSBC Experience 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
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 Chickering Ross Chickering's HSBC Experience 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
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 Morton Stephen Morton's HSBC Experience 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
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 Sy Mark Sy's HSBC Experience 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
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 Zhou Darren Zhou's HSBC Experience 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
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 Thompson's HSBC Experience 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
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 Robinson's HSBC Experience 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
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 Winterton's HSBC Experience 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
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 Sanchez Lillie Sanchez's HSBC Experience 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
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, Jr's HSBC Experience 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
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 Rodgers Harry Rodgers's HSBC Experience 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
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 Lopez's HSBC Experience 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
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 Rui Liane Rui's HSBC Experience 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
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 Woollard Fraser Woollard's HSBC Experience 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
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 Lestelle's HSBC Experience 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
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 Liu Eva Jia Liu's HSBC Experience 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
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 Jones's HSBC Experience 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
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
Kevin Galligan's HSBC Experience 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
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 Reader's HSBC Experience 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
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
Dana M. Jacobs, CFA's HSBC Experience 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
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
Tarek Dhanani's HSBC Experience 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
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
Steven Brennan's HSBC Experience 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
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
Margo Chen's HSBC Experience 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
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
Karen Hammer's HSBC Experience 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
capital one auto finance September 2006 - Present
metris 2002 - 2005
HSBC 2002 - 2005
Education
Tulsa Community College 2002 — 2004
Bruce Beck's HSBC Experience 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
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
Sergio Santa Ana's HSBC Experience 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
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
Robert Smalley's HSBC Experience 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
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
Jie (Jay) Liu's HSBC Experience 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
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
Harun Hassouni's HSBC Experience 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
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
Grace Wang's HSBC Experience 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
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
Yong Liu's HSBC Experience 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
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
Jennifer Brant's HSBC Experience 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
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
Amy Bornstein's HSBC Experience 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
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
Audrey Hanagan's HSBC Experience 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
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
Paula Morrison's HSBC Experience 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
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
Patrick Haskell's HSBC Experience 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
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
Ritchie Money's HSBC Experience 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
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
William Zwirner's HSBC Experience 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
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
Sam Lary's HSBC Experience 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
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
Nicolas Delamer, CFA's HSBC Experience 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
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
José García-Valledor's HSBC Experience 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
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
Douglas Petersen's HSBC Experience 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
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
Shane Banks's HSBC Experience 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
HSBC April 2003 - April 2009
Education
Tusculum College 1996 — 2000
B.S., Business and Sports Managerment
Kari Barnhart's HSBC Experience 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
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
Laurie Daugherty's HSBC Experience 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
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
Tsungru Tsai's HSBC Experience 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
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
Alison Ha's HSBC Experience 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
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
Laura Kang's HSBC Experience 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
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
Brandon Harrington's HSBC Experience 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.)
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.)
Steven Stamper's HSBC Experience 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
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
Carlos Manuel Cabada's HSBC Experience 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
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
Matt Sandler, CFP®'s HSBC Experience 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
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
Vicki Aldridge's HSBC Experience 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
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
Caitlin DeTine's HSBC Experience 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
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
Manuel Cadarso's HSBC Experience 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
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
Erik Lopez R.'s HSBC Experience 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
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
Juan Paneto's HSBC Experience 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
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
Brian Leistman's HSBC Experience 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
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
Philippe Faraut's HSBC Experience 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)
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)
Daniel Carr's HSBC Experience 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
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
Noelia Wood's HSBC Experience 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.)
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.)
Malik Coleman's HSBC Experience 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
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
Sandy Strickland's HSBC Experience 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
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
Teresa Maraviglia's HSBC Experience 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
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
Austin Mak's HSBC Experience 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
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
Ji Kang, CAMS's HSBC Experience 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
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
Vidal Rios's HSBC Experience 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
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
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.