HSBC Asset Management
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HSBC Asset Management Employees
1st Choice Construction May 2012 - Present
TIAA-CREF June 2010 - March 2012
HSBC Asset Management May 2008 - June 2010
Neuberger Berman March 2003 - April 2008
Neuberger Berman July 2000 - March 2003
Brown Brothers Harriman August 1999 - July 2000
Deutsche Bank June 1997 - August 1999
Skills
Performance Attribution, Risk Analytics, Fixed Income, Factset, Investments, Portfolio Management, Finance, Management, Asset Allocation, Contract Negotiation, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Kean University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations
Unigestion June 2014 - Present
Hexavest September 2012 - June 2014
HSBC Asset Management August 2008 - March 2012
HSBC Asset Management September 2004 - August 2008
Standard Life Investments January 1999 - September 2004
Skills
Investment Strategies, Pension Funds, Pensions, Institutional..., Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Equities, Alternative Investments, Wealth Management, Investment Management
Education
Sherbrooke University 1994 — 1998
Masters degree, Marketing
Neace Ventures January 2014 - Present
Ashley Furniture Homestore (KHF Holdings) January 2012 - December 2013
Ashley Furniture Homestore (KHF) October 2011 - December 2011
Itaú Unibanco April 2009 - September 2011
Itaú Unibanco June 2006 - April 2009
Itaú Unibanco May 2005 - May 2006
Fiducia Asset Management February 2005 - May 2005
HSBC Asset Management April 2004 - February 2005
Skills
Valuation, Portfolio Management, Emerging Markets, Investment Banking, Fixed Income, Equities, Financial Markets, Capital Markets, Derivatives, Corporate Finance
Education
Fundação Getulio Vargas / Fundacao Getulio Vargas / FGV 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Università Commerciale 'Luigi Bocconi' 2003 — 2003
Internship Program, Finance
BofI Federal Bank August 2014 - Present
CashCall, Inc. October 2012 - August 2014
LEAP Financial July 2011 - October 2012
LEAP Financial March 2011 - July 2011
Santander Consumer USA January 2010 - March 2011
HSBC Asset Management January 2010 - March 2011
Skills
Vendor Management, Portfolio Management, Strategic initiatives, Employee Development, Business Development, Process Improvement, Learning and Devlopment, Call Center Leader, Audit and Compliance, Strategic Initiatives, Auditing, Operations Management, Performance Management, Software Development..., Leadership, Business Analysis, Training, Banking, Leadership Development, Risk Management, Management, Compliance, Financial Analysis, Call Center, Budgets, Loss Mitigation, Customer Service, Credit Risk, Call Centers, Loans, Analytics, Sales, Credit, Credit Analysis, Financial Services, Executive Management, Customer Satisfaction, Relationship Management, Financial Risk, Analysis, Strategy, Credit Cards, Loan Servicing, Program Management, Mergers & Acquisitions, Financial Modeling, Human Resources, Loan Origination, Funding, Forecasting
Education
University of California, San Diego 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Econometrics and Quantitative Economics
Bridgewater Associates June 2015 - Present
Incessant Technology inc April 2015 - Present
Incessant Technologies April 2013 - Present
ActioNet, Inc. May 2015 - June 2015
Telstra June 2013 - July 2014
Persistent Systems December 2012 - March 2013
Persistent Systems March 2011 - November 2012
HSBC Asset Management June 2010 - March 2011
Satyam August 2006 - July 2010
Satyam Computer Services Limited 2006 - 2010
Skills
Struts, Hibernate, EJB, Spring, Java Enterprise Edition, JSP, Servlets, Appian, Requirements Analysis, Core Java, Java, JavaScript, Spring Framework, AJAX, CSS, J2EE Application..., EJB 2.0/3.0, JavaFX, Solution Architecture, Business Analysis, Process Analysis, Process Modeling, SQL, Web Applications, Web Services, Oracle
Education
Nagpur University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Hadas Junior College 2000 — 2002
Higher Secondary School, General
HSBC Global Asset Management (Canada) Limited October 2013 - Present
Vancity December 2012 - September 2013
HSBC Global Asset Management (Canada) Limited December 2010 - December 2012
Blue Water Sailing Sabbatical July 2009 - September 2010
Credential Financial March 2007 - June 2009
HSBC Asset Management 2002 - 2007
Phillips, Hager & North Investment Management, Vancouver January 2000 - January 2001
Marketing CIBC January 1994 - January 1999
CIBC Wealth Management 1997 - 1999
CIBC Financial Planning Inc 1997 - 1998
Skills
Product Development, Marketing Communications, Wealth Management, Research, Investments, Product Management, Securities, Strategy, Risk Management, Business Development, Mutual Funds, Financial Planning, Competitive Analysis, Sales, Project Management, Leadership, Marketing, Management, Sales Operations, Program Management, Financial Services, Strategic Planning, Business Analysis, Training, Portfolio Management, Financial Advisory, Corporate Communications, Retail, Strategic Financial..., Budgets
Education
University of Canterbury
Bachelor of Commerce, Business Administration
Canadian Securities Institute
Professional Financial Planning (PFP), Canadian Securities Course
West Vancouver Continuing Education
Project Management
Sauder School of Business
Executive Education – Business Writing
Globe Trailers March 2013 - Present
HSBC Asset Management March 2011 - March 2013
Lender Processing Services, Inc. (LPS) March 2008 - March 2011
Skills
Business Analysis, Risk Management, Portfolio Management, Banking, Financial Analysis, Analysis, Equities, Financial Services, Microsoft Office, Finance, Contract Negotiation, Investment Properties, Real Estate, Management, Sales, Customer Service, Strategic Planning, Process Improvement
Education
University of Central Florida - College of Business Administration 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
HSBC Global Asset Management December 2011 - Present
HSBC Asset Management March 2007 - December 2011
HSBC Electronic Data Processing India May 2005 - March 2007
HSBC Securities 1998 - 2005
Skills
Series 7, Series 24
Education
New York Law School 1995 — 1998
JD, Law
The College of New Jersey
BA, Political Science with a Concentration in Public Administration
I-Point Consulting Pvt Ltd October 2013 - August 2014
LightHouse Consultants July 2013 - October 2013
PeopleTree HR Services (P) Ltd July 2012 - December 2012
Mandovi Motors Pvt.Ltd July 2011 - December 2011
HSBC Asset Management June 2008 - January 2009
Skills
Interviews, Sourcing, Human Resources, Talent Acquisition, Employee Engagement, Employee Relations, Screening, Talent Management, Technical Recruiting, HR Consulting, Performance Appraisal, Benefits Negotiation, HRIS, Recruiting
Education
Mangalore University (Roshni Nilaya) 2009 — 2011
Masters in Social Work with specialization in Human Resource, Industrial Relations
Mangalore University 2003 — 2011
Moody's Analytics June 2015 - September 2015
Tracxn! January 2014 - April 2014
Futures First July 2013 - December 2013
HSBC Asset Management May 2012 - July 2012
Skills
R, Matlab, Machine Learning, Python, Microsoft Excel, SAS, SQL, C, HTML, PowerPoint, Microsoft Office, Financial Modeling, Photoshop, Derivatives, Mutual Funds, Microsoft Word, Dreamweaver, VBA, Statistics, Data Analysis, Trading, Analysis, Programming, Bloomberg
Education
UCLA Anderson School of Management 2014 — 2015
Master's degree, Financial Engineering
Indian Institute of Technology, Kharagpur 2009 — 2013
Bachelor of Technology (B.Tech.), Mechanical Engineering
Citibank N.A July 2015 - Present
Citi August 2011 - Present
HSBC Asset Management February 2009 - August 2011
Global Invest 2003 - 2004
Skills
Fixed Income, Derivatives, Capital Markets, Portfolio Management, Banking, Investments, Corporate Finance, Risk Management, Hedge Funds, Asset Managment, Financial Markets, Private Banking, Mutual Funds, Wealth Management, Financial Analysis, Financial Risk, Investment Banking, Investment Advisory, Credit, Commercial Banking
Education
Universidade Paulista 1997 — 2000
Advogada, bacharel
Intel Corporation July 2015 - Present
Intel Corporation July 2014 - June 2015
Intel Corporation January 2014 - July 2014
Intel Corporation June 2013 - January 2014
Mayor's Office, City of Detroit September 2011 - December 2011
Sumitomo Trust and Banking January 2007 - July 2010
Sumitomo Trust & Banking February 2005 - December 2006
HSBC Asset Management June 2002 - August 2002
HSBC Private Bank June 2001 - August 2001
BlackRock March 2000 - May 2000
Skills
Fixed Income, Financial Analysis, Bloomberg, Strategic Planning, Securities, Investments, Risk Management, Analytics, Portfolio Management, Negotiation, Microsoft Excel, Project Management, Process Improvement, Social Media, Corporate Finance, Trading, Market Research, Strategic Communications, Leading Change, PowerView, Tableau, HR Analytics, Data Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Master of Business Administration, With Distinction, Management and Organizations, Marketing
University of Rochester 2000 — 2004
BA, Economics, Psychology
ING Capital, LLC July 2015 - Present
ING-DiBa July 2014 - Present
HSBC Asset Management October 2013 - February 2014
Sparkasse KölnBonn August 2013 - September 2013
Donghai Securities AG March 2011 - September 2011
Everbright Bank of China August 2010 - February 2011
Fahrzeug-Werke Lueg AG March 2010 - June 2010
Skills
Banking, International Finance, Monetary Economics, Financial Econometrics, International Trade, Global Marketing, Sales Presentations, Rats, CATS, Eviews, OxMetrics, Matlab
Education
University of Duisburg-Essen 2012 — 2014
Master of Science (M.Sc.), Economics, Very good (1,4)
The University of Birmingham 2011 — 2012
Master of Science (M.Sc.), Money, Banking and Finance, Excellent (71)
Fachhochschule für Oekonomie und Management Essen 2006 — 2010
Bachelor of Arts (B.A.), Business Administration, Very good (1,3)
Shandong Agricultural University 2006 — 2010
Bachelor of Arts (B.A.) - Economics, International Economics and Trade, Very good (95)
McKinsey & Company October 2014 - Present
McKinsey & Company September 2012 - September 2014
McKinsey & Company June 2011 - August 2011
HSBC Asset Management April 2010 - July 2010
HSBC Asset Management May 2008 - March 2010
HSBC Asset Management April 2005 - May 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Management Development Institute 2003 — 2005
Post Graduate Diploma in Business Management, Marketing/Finance
Chaudhary Charan Singh University 1999 — 2003
Bachelor of Engineering (BE), Electronics & Communication
Thomas Publishing June 2013 - July 2014
Shiseido June 2012 - August 2012
Rutgers University August 2011 - June 2012
EMI Music June 2011 - August 2011
HSBC Asset Management June 2010 - July 2010
Skills
Solidworks, Manufacturing, Data Analysis, Microsoft Office, Matlab, Statistics, Six Sigma, Microsoft Excel, Internet Research, AutoCAD, Production, Minitab, Visio, Arena, Arena Simulation..., Customer Service, Project Management, Management, PowerPoint, Microsoft Word, SolidWorks
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
BS, Industrial Engineering
RVCC -Attended Raritan Valley Community College 2009 — 2010
Engineering
Choithram School
High School Diploma
HSBC Asset Management June 2015 - August 2015
Habitat For Humanity UWO September 2012 - May 2014
Frontier Merchant Capital April 2013 - September 2013
City of Vancouver August 2011 - July 2012
Education
Ivey Business School at Western University
Bachelor of Arts, Honors Business Administration (HBA)
Moscrop Secondary 2007 — 2012
Dogwood Diploma
Credit Suisse Asset Management October 2008 - January 2012
HSBC Asset Management July 2007 - July 2008
MacKay Shields 2001 - 2003
Credit Suisse Asset Management February 1993 - December 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Middle Office, Asset Managment, Hedge Funds, Trading, Bonds, Securities, FX Options, Mutual Funds, Back Office, Investment Banking, Asset Allocation, Investments, Wealth Management, Alternative Investments, Structured Products, Financial Markets, Asset Management, Swaps
Education
Aveda Institute-New York 2003 — 2004
Cosmetology/Cosmetologist, General
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Wall Centre Vancouver - Sheraton Hotel March 2014 - Present
Creative Dominion Society January 2004 - Present
Sheraton Wall Centre March 2013 - March 2014
Sheraton Wall Centre September 2012 - March 2013
Sheraton Wall Centre 2011 - 2012
Connor, Clark and Lunn Financial Group November 2007 - September 2009
HSBC Asset Management July 2005 - October 2007
Skills
Bloomberg, Equities, Investments, Portfolio Management, Mutual Funds, Equity Research, Valuation, Cost Control, Team Leadership, Priority Management, Financial Modeling, Financial Analysis, Revenue Forecasting, Private Equity, Operations Management, People Development, Asset Managment, Conflict Resolution, Schedule Control, Idea Generation, Risk Management, Strategic Planning, Customer Service, Hospitality
Education
CFA Institute 2007 — 2010
Charter pending on competion of work experience
Simon Fraser University 2001 — 2004
BBA, Finance, Economics
The University of Lethbridge 2000 — 2001
Economics, Kinesiology
HSBC Retail Banking and Wealth Management February 2014 - Present
HSBC Global Asset Management July 2011 - February 2014
HSBC Bank Canada May 2007 - July 2011
HSBC Asset Management 2005 - 2007
C.Com Consulting 2002 - 2005
Valoris 1998 - 2002
Racal Datacom 1996 - 1998
Skills
Cross-functional Team..., Complex Project..., Product Development, Marketing Communications, Management Consulting, Business Process..., E-business, Sustainability Strategy, Wealth Management, Project Management, Strategy, Analytics, Marketing, Marketing Strategy, Event Planning, RFP, Product Marketing, Media Planning, POS, Business Strategy, Business Planning, Internet Strategy, Email Marketing Software, B2B Marketing Strategy, Written & Oral..., Creative Problem Solving, Lateral Thinking, Market Research, Management, Sustainability, Product Management
Education
HEC Lausanne - School of Business 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance-Marketing
HEC Montréal 1993 — 1994
International Exchange Program
Collège de Bois-de-Boulogne 1991 — 1993
Diplome d'Etudess Collegiales, Administration
Collège Marie de France 1982 — 1991
The University of British Columbia
Man Group October 2014 - Present
Barclays Investment Bank July 2008 - September 2014
Barclays Investment Bank January 2006 - July 2008
HSBC Investments May 2000 - December 2005
HSBC Asset Management February 1997 - May 2000
Skills
Investment Banking, Credit Derivatives, Dodd-Frank, Industry Advocacy, US Broker Dealer, CFTC, FINRA, Asset Managment, HNW, Private Clients, Regulatory Development, MiFID, NFA, Financial Markets
Education
University of East Anglia 1992 — 1995
Bachelor of Laws (LLB), various
Daiwa Capital Markets June 2005 - Present
HSBC Asset Management May 2004 - August 2004
Skills
Bloomberg, Capital Markets, Fixed Income, Bloomberg Terminal, Financial Markets, Emerging Markets, Quantitative Analytics, Economics, Investments, Bonds
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
M.B.A. Candidate, Accountancy
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, International Business
Chaminade High School 1997 — 2001
HS Diploma
Christie's March 2014 - Present
PwC October 2012 - December 2013
HSBC Asset Management June 2011 - August 2011
Skills
CPA, Real Estate, Finance, Financial Analysis, Financial Statement..., SEC filings, Financial Reporting, Internal Controls, Statutory Audit, Peer Mentoring, Art, Art Business
Education
Sotheby's Institute of Art 2014 — 2015
Master of Arts (MA), Art Business
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Dhirubhai Ambani International School 2006 — 2008
International Baccalaureate
J. B. Petit High School 1994 — 2006
State of Tennessee December 2012 - Present
Project Return, Inc (Nashville) April 2012 - November 2012
Project Return, Inc (Nashville) April 2010 - April 2012
Policy Studies March 2004 - April 2010
HSBC Asset Management July 1995 - August 2002
Skills
Non-profits, Program Management, Customer Service, Public Speaking, PowerPoint, Prisons, Team Leadership, Management, Training, Microsoft Word, Grants, Microsoft Office, Customer Relations, Excel, Word, Problem Solving, Social Media, Child Support, Government Liaison, Supervisory Skills, Community Outreach, Leadership, Social Media Marketing, Strategy, Nonprofits, Government, Conflict Resolution, Teaching, Project Management, Microsoft Excel, Social Services
Education
Southampton Solent University 1993 — 1995
Computing
Glyn School 1987 — 1993
Stoneleigh
Rhema Health Products Limited February 2012 - Present
Hemlock Printers December 2010 - February 2012
Westkey Graphics March 2005 - December 2010
HSBC Asset Management August 2004 - March 2005
Quebecor Merrill Canada Inc April 2002 - July 2004
Skills
Customer Service, Digital Printing, Marketing Communications, Offset Printing, Direct Mail, Microsoft Office, Variable Data Printing, Purchasing, Microsoft Excel, Print Management, Negotiation, Inventory Management, Microsoft Word, Logistics, Outlook, Supply Chain, Manufacturing, Print Estimating, Supply Chain Management, Procurement, Strategic Sourcing, Materials Management, Raw Materials, Nutraceuticals
Education
Douglas College 2006 — 2006
PMAC Principles of Buying
University of Calgary 1995 — 2000
Bachelor of Commerce, Faculty of Management
Dr. E.P. Scarlett 1992 — 1995
FedEx September 2014 - Present
CBRE June 2014 - August 2014
BlackBerry August 2013 - December 2013
Sprint May 2013 - August 2013
Schneider Electric January 2012 - May 2012
HSBC Asset Management March 2011 - May 2011
Skills
C, Java, C++, Perl, HTML, Project Management, Shell Scripting, CRM, SQL, Testing, Eclipse, Databases, XML, Oracle, Software Development, Software Engineering, Scrum, Analysis, JavaScript, Agile Methodologies, Microsoft SQL Server
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Computer Software Engineering
New Horizon College Of Engineering 2008 — 2012
Bachelor of Engineering (BEng), Computer Science
Goldman Sachs November 2011 - Present
Itau Asset Management June 2008 - November 2011
Citibank June 2007 - June 2008
HSBC Asset Management June 2004 - June 2007
Global Invest February 2003 - March 2004
BM&F June 1999 - February 2003
Skills
Capital Markets, Financial Markets, Equities, Fixed Income, Derivatives, Portfolio Management, Emerging Markets, Investment Banking, Mutual Funds, Hedge Funds, Asset Management, FX Options, Trading, Private Banking, Structured Products, Bloomberg, Alternative Investments, Structured Finance
Education
Fundação Armando Álvares Penteado 2005 — 2007
MBA, Executive
Fundação Armando Álvares Penteado 1998 — 2002
economics
Teads.tv March 2015 - Present
Teads.tv September 2014 - February 2015
HSBC Asset Management May 2013 - August 2013
Permanent Mission of India to the United Nations May 2012 - August 2012
J. Walter Thompson Worldwide May 2011 - July 2011
Skills
Public Speaking, Microsoft Excel, Research, Social Media, Microsoft Office, Public Relations, Copywriting, Financial Accounting, Diplomacy, Creative Services, Digital Media, Wealth Management, Quantitative Analytics, PowerPoint, Editing, Data Analysis, Event Planning, Management, Microsoft Word, Marketing, Spanish
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA) Honors, International Politics and Economics
Universidad Carlos III de Madrid 2012 — 2012
Tufts University 2011 — 2011
Bachelor of Arts (BA), International Relations and Affairs
Jamnabai Narsee School 2007 — 2009
International Baccalaureate Diploma Programme
Bai Avabai Framji Petit Girls High School
HSBC Asset Management December 2003 - Present
Skills
Sales & Marketing..., Mutual Funds, Asset Allocation, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Wealth Management, Hedge Funds, Equities, Investment Advisory, ETFs, Fixed Income, Bonds, Fund Of Funds, Investments, Series 7, Portfolio Management
Education
The Ohio State University
Bachelor's degree
Alive Publishing Group Inc. 2005 - Present
Piano Teacher 1992 - Present
HSBC Asset Management 2001 - 2004
Royal Bank of Canada 1998 - 2001
Skills
Social Media Marketing, Social Media, Strategic Planning, Publishing, Marketing Communications, Investments, New Business Development, Event Planning, Product Development, Market Research, Marketing Strategy, Managerial Finance, Customer Service, Business Development, Budgets, Online Advertising, Email Marketing, Marketing, Project Management
Education
The University of British Columbia 1994 — 1998
BA, Economics
ELG Prolific Group July 2008 - Present
Sumitomo Mitsui Banking Corporation 2010 - 2012
HSBC Asset Management June 2008 - July 2009
Skills
Banking, Fixed Income, Credit, Equities, Credit Analysis, Derivatives, Risk Management, Investment Banking, Financial Analysis, Corporate Finance
Education
Hampton University 1993 — 1996
Bachelor of Science (BS), Biology, General
A.S.A.P. Advisor Services, Inc. April 1998 - Present
JP Morgan Chase June 1997 - April 1998
Bankers Trust Company June 1996 - June 1997
HSBC Asset Management April 1994 - May 1996
Citibank February 1990 - April 1994
Empire Blue Cross Blue Shield April 1988 - February 1990
Leading National Advertisers February 1985 - March 1986
Education
Boston University 1981 — 1984
BCIT October 2012 - Present
Sauder School of Business August 2009 - October 2012
Steve Eccles Consulting September 2008 - October 2012
Vancity 2006 - 2007
HSBC Global Asset Management Canada Ltd 2003 - 2006
HSBC Asset Management 1996 - 2006
Skills
Strategic Planning, Change Management, Leadership, Corporate Social..., Customer Experience, Strategic Financial..., Sales Performance, Investments, Management, Financial Analysis, Program Management, Financial Services, Asset Managment, Recruiting, Entrepreneurship, Coaching, Team Leadership, Business Strategy, Asset Management, Business Analysis, Sales, Wealth Management, Banking, Strategy, Management Consulting, Sales Management, Risk Management, Business Development, Finance, Team Building, Business Process..., Business Planning
Education
Royal Roads University 2008 — 2010
MBA, Executive Management, specialization in leadership, recipient of RRU's Founders' Award
NASDAQ OMX December 2005 - June 2010
Instinet Corporation November 1996 - December 2005
HSBC Asset Management March 1987 - November 1996
Education
Kent State University - Graduate School of Management 1982 — 1984
MBA, finance, accounting
Rutgers University-New Brunswick
B.A., Psychology/ business
IWA-Forest Industry Pension Plan October 2008 - Present
Selkirk Financial Technologies / Thomson Financial November 2000 - October 2008
HSBC Asset Management 1997 - 2000
Skills
Business Analysis, Requirements Gathering, Business Process..., Forecasting, Training, Accounting, Analysis, Banking, Financial Reporting, Risk Management, Cash Management, Corporate Finance, Internal Controls, Consulting, Finance, Financial Modeling, Internal Audit, Budgets
Education
CGA Association 1997 — 2004
CGA Designation, Information Systems
British Columbia Institute of Technology 1994 — 2004
Capilano University 1992 — 1994
Financial Management Diploma
Mirae Asset Global Investments (USA) LLC 2010 - Present
Mirae Asset Global Investments (UK) 2007 - 2010
Pictet Asset Management 2006 - 2007
WestLB Mellon Asset Management 2002 - 2006
HSBC Asset Management 1995 - 2001
Skills
Asset Management, Emerging Markets, Portfolio Management, Investments, Equities, Asset Managment, Mutual Funds
Education
Georgetown University - The McDonough School of Business 1993 — 1995
MBA
George Mason University 1985 — 1989
BSc, Finance
Dargahi International Finance Ltd. June 2006 - Present
HSBC Asset Management February 2000 - June 2006
Education
The University of British Columbia 1990 — 1994
Bachelor of Commerce, Finance
JP Morgan Chase May 2010 - Present
HSBC Auto December 2008 - July 2009
HSBC Asset Management February 2003 - July 2009
HSBC Auto June 2005 - December 2008
hsbc 2003 - 2008
HSBC Auto February 2003 - June 2005
Global Acceptance Corp May 2002 - February 2003
Education
Brite Divinity School
Masters; B.B.A, Divinity; Marketing
University of North Texas
Marketing
University of North Texas
BlackRock July 1998 - Present
HSBC Asset Management July 1997 - July 1998
Weiss Peck & Greer Investments 1989 - 1997
Daniel S. Kampel & Associates November 1986 - April 1989
Skills
Onboarding, BlackRock Aladdin, Change Requests, Alternative Investments, Hedge Funds, Fixed Income, Mutual Funds, Dodd-Frank, GIPS Compliance, Assets Under Management, LEI, RFP Generation, Performance Benchmarking, Series 7, Asset Allocation, Asset Management, Equities, Securities, Portfolio Management, Bloomberg
Education
Iona College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Saint Raymond High School 1978 — 1982
High School
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
Elizabeth Park Capital May 2014 - Present
DISCERN April 2010 - April 2014
Pyramis 2006 - 2009
Credit Suisse Asset Management 2004 - 2006
HSBC Asset Management 2003 - 2004
Fred Alger Management 2001 - 2003
First Chicago NBD 1992 - 1998
Skills
Capital Markets, Equities, Financial Services, Wealth Management, Investments, Bloomberg, Portfolio Management, Asset Allocation, Equity Valuation, Investment Advisory, Alternative Investments, Mergers & Acquisitions, Analysis, Investor Relations, Equity Research, Asset Management, Valuation, Emerging Markets, Series 7, Hedge Funds, Securities, Fixed Income, Finance, Investment Strategies, Series 63, Trading, Investment Banking, Financial Modeling, Financial Markets, Mutual Funds, Corporate Finance, Investment Management, Private Equity, Bonds, Equity Trading
Education
University of Michigan 1984 — 1989
University of Michigan
BBA - Finance & Marketing
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance
HSBC Asset Management June 2007 - Present
Scotia Cassels 2004 - 2007
RBC Private Counsel 1997 - 2003
RBC 1994 - 1997
Royal Trust May 1993 - 1994
Royal Trust May 1991 - April 1993
Royal Trust January 1991 - April 1991
Royal Trust 1990 - 1991
Skills
Alternative Investments, Portfolio Management, Asset Managment, Risk Management, Credit Analysis, Wealth Management, Hedge Funds, Asset Allocation, Investments, Equities, Asset Management, Investment Management, Investment Advisory, Fixed Income, Financial Analysis, Banking, Investment Strategies, Mutual Funds, Financial Risk, Wealth Management..., Due Diligence, High Net Worth..., Securities, Derivatives, Estate Planning, Capital Markets, Strategic Financial..., Private Banking, Structured Products, Bonds, Bloomberg, Financial Planning
Education
University of Ottawa 1987 — 1990
BCOMM, Finance
Princeton Financial Systems May 2007 - Present
Concord Advisory Group January 2003 - May 2007
JPMorganChase September 1995 - September 2002
US Trust October 1994 - September 1995
HSBC Asset Management March 1993 - September 1994
Neuberger Berman January 1992 - March 1993
Neuberger Berman June 1990 - December 1991
Skills
Fixed Income, Equities, Investments, Business Analysis, Analysis, Middle Office, Performance Measurement, Performance Attribution, Finance, Financial Services, Integration, Management
Education
Hofstra University 1993 — 2000
MBA, Banking and Finance
State University of New York at Binghamton 1986 — 1990
BA, Mathematics
Pavilion Global Markets September 2010 - Present
Onward Capital LLP October 2000 - August 2010
HSBC Asset Management December 1998 - August 2000
Deans Knight Capital Management January 1997 - October 1998
First Marathon Securities July 1993 - December 1996
Skills
Global Macro, Investment Strategies, Asset Allocation, Technical Analysis, Equity Research, Behavioral Finance, Cognitive Psychology, Social Psychology, Institutional Sales, Capital Markets, Fundamental Analysis, Financial Markets, Commodity, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Securities, Fixed Income, Investments, Bloomberg
Education
The University of British Columbia 1988 — 1993
BA, Political Science
AIG May 2011 - Present
AIG May 2009 - May 2011
International Monetary Fund July 2008 - May 2009
US Treasury, Office of International Affairs May 2006 - August 2006
HSBC Asset Management August 2000 - March 2004
HSBC Asset Management December 1999 - August 2000
Skills
Economics, Econometrics, International Relations, Investments, Macroeconomics, Country Risk Analysis, Emerging Markets, Economic Policy, International Economics, Stata, Research, Financial Markets, Risk Management, Bloomberg Terminal, Policy Analysis, Bloomberg, Portfolio Management, Fixed Income, Analysis, Derivatives, Financial Risk, Finance
Education
American University 2005 — 2008
MA, MA, Economics, International Economic Policy in International Affairs
Bedford High School, Oxford-Cambridge Board of Education
A-Levels and GCSE
Indiana University Robert H. McKinney School of Law
New York University
University of Chicago
BA
Wilmington Trust 2007 - Present
HSBC Asset Management May 1997 - December 2005
Deutsche Morgan Grenfell 1984 - 1995
Bayerische Landesbank 1978 - 1984
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
HSBC Asset Management AVP collectionsHSBC auto Finance2000 - 2008
Education
Grossmont College 1998 — 1999
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
HSBC Asset Management August 2006 - Present
Education
California University of Pennsylvania 1996 — 1999
HSBC October 2014 - Present
HSBC 2009 - November 2014
HSBC 2004 - July 2009
HSBC 2000 - 2004
HSBC Asset Management 1993 - 2000
HSBC Securities 1989 - 1993
Skills
Product Management, Vendor Management, Cash Management, CRM, Strategy, Payments, Business Strategy, Banking, Commercial Banking, E-commerce, Mergers & Acquisitions, New Business Development, Investments, Due Diligence, Financial Services, Sales, Management, Relationship Management
Education
University at Buffalo
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management June 2006 - July 2007
The Bank of New York January 2003 - June 2006
Skills
Quantitative Finance
Education
CQF Institute 2008 — 2008
CQF, Certificate in Quantitative Finance (CQF) - Delegate
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
University of Central Florida
BSBA, Finance
University of Maryland University College
MS, Finance
HSBC Asset Management 2008 - Present
Ivy Asset Management 2005 - 2008
Skills
Hedge Funds, Fund Of Funds
Education
Pace University
Master of Business Administration (MBA), Economics
University of Sierra Leone, Fourah Bay College
Bachelor of Science (B.Sc.), Economics
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management 2006 - April 2007
Bank of New York 2003 - 2006
Education
Wilmott Associate & 7city Learning 2008 — 2008
CQF, Quantitative Finance
University of Maryland University College 2006 — 2008
MS, Finance
University of Central Florida 2000 — 2003
BSBA, Finance
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
Citibank June 2013 - Present
The World Bank August 2009 - Present
HSBC Asset Management May 2008 - May 2009
Goldman Sachs April 2005 - April 2008
Education
Georgetown University 2012 — 2014
MSFS
The University of Connecticut 1996 — 2000
BS, Finance
Thrive Capital January 2015 - Present
EY October 2012 - January 2015
Ernst & Young May 2010 - October 2012
State Farm Insurance October 2009 - May 2010
HSBC Asset Management June 2009 - August 2009
Transtech Services Partners June 2008 - July 2008
Promoseven 360 June 2007 - July 2007
IDS Infotech Limited June 2006 - July 2006
Skills
Excel, Microsoft Office, Mergers & Acquisitions, Auditing, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Market Research, PowerPoint, Analysis, Microsoft Word, Process Improvement, Business Analysis, Risk Management, Internal Controls, Forecasting, Teamwork, Financial Modeling, Project Management, Business Strategy, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
M.S., Accountancy
University of Illinois at Urbana-Champaign 2006 — 2010
B.Sc., Finance, Technology & Management
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (BSc), Finance, General
The Doon School 2000 — 2006
BI-SAM Technologies June 2013 - Present
BI-SAM Technologies March 2011 - May 2013
Bladeboardcenter January 2009 - February 2011
Systeia Capital Management June 2007 - December 2008
Natixis Asset Management April 2005 - May 2007
Groupama Asset Management January 2005 - March 2005
SGCIB August 2004 - December 2004
Goldengreenttour October 2003 - May 2004
HSBC Asset Management April 2003 - September 2003
Skills
Gestion de portefeuille, Obligations/titres à..., Gestion d'actifs, Analyste commercial
Education
1998 — 2003
MBFA, Banque - Finance - Assurance
1998 — 2003
DESS, Economie Finance
PPIC 1997 - Present
Leon Frazer & Associates March 2007 - July 2008
HSBC Global Asset Management 1998 - 2008
HSBC Asset Management February 1998 - March 2007
CIBC Trust 1994 - 1998
National Trust 1985 - 1994
Skills
Investment Strategies, Investments, Portfolio Management, Equities, Asset Management, Management, Business Development, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Financial Analysis, Banking
Education
The University of British Columbia 1979 — 1984
B. Comm, Accounting & Management Information Systems
ReformIS June 2013 - Present
HSBC Asset Management January 2010 - July 2013
Threadneedle Asset Management January 2007 - January 2010
Credit Suisse Asset Management January 2005 - January 2007
Credit Suisse Asset Management January 2001 - January 2005
Skills
Business Analysis, ETL, IT Strategy, Microsoft SQL Server, Enterprise Architecture, Data Warehousing, SDLC, Integration, Software Project..., SharePoint, SQL, Data Modeling, Project Delivery, Architecture, Vendor Management, Solution Architecture, Master Data Management, .NET, Governance, Project Portfolio..., Stakeholder Management, Reference Data, Market Data, Business Transformation, Business Requirements, Risk Management, Back Office, Data Warehouse..., Databases, Software Development, Trading Systems, IT Management, Requirements Analysis, Data Migration, Sybase
Education
Palmer's Sixth Form College
University of Greenwich
Higher Diploma, Computing
Invesco Ltd. February 1999 - Present
HSBC Asset Management September 1997 - January 1999
AIG Global Investment Group March 1994 - September 1997
AIG 1994 - 1997
Banco Santander de Negocios 1991 - 1994
Skills
Emerging Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Corporate Finance, Asset Management, Hedge Funds, Investments, Alternative Investments, Mergers & Acquisitions, Capital Markets, Risk Management, Equity Research, Investment Management, Private Equity, Mutual Funds, Valuation, Securities, Financial Modeling, Asset Allocation, Investment Banking, Financial Markets, Financial Structuring, Bonds, Investment Advisory, Investment Strategies, Equity Valuation, Wealth Management, Investor Relations, Due Diligence, Derivatives, Options, Trading, Structured Finance
Education
IESE Business School 1988 — 1990
MBA, Strategy
Oberlin College
Liberal Arts, International Politics
PDR Network, LLC March 2014 - Present
Self employed October 2012 - March 2014
Epocrates April 2010 - October 2012
Halbis Capital Management October 2001 - June 2008
HSBC Asset Management January 1998 - October 2001
HSBC Asset Management September 1995 - January 1998
Skills
Financial Modeling, Equity Research, Equities, Portfolio Management, Asset Managment, Investments, Market Research, Asset Management, Valuation, Hedge Funds, Analytics, Competitive Analysis, Business Strategy, Business Development, Analysis, Financial Services, Competitive Intelligence, Corporate FP&A, Strategic Financial...
Education
The CFA Institute 1995 — 1998
Chartered Financial Analyst
The University of Edinburgh 1991 — 1995
MA Honours, Modern History and Politics
HSBC Asset Management June 2005 - Present
HSBC Bank USA September 1998 - June 2005
Skills
Languages, Fluent in Mandarin, Fluent in Cantonese, Asset Management
Education
Indiana University South Bend
BS, Finance and Business
HSBC Global Asset Management June 2007 - Present
Freshtwig August 2009 - Present
CCG Metamedia September 2005 - June 2007
NGRAIN July 2004 - August 2005
Stockgroup Media Inc. March 2004 - July 2004
HSBC Global Asset Management (Canada) Ltd. February 2001 - September 2002
HSBC Asset Management 1999 - 2001
Skills
Advanced Photoshop and..., Basic Flash and working..., Intermediate Microsoft..., Strong presentation..., Extensive experience in..., Copywriting experience..., Advertising, Art Direction, ADA compliance, W3C Accessibility, Marketing, Social Media Marketing, Copywriting, Strategy, Press Releases, Information Architecture, Digital Marketing, Project Management, Brand Development
Education
Vancouver Film School 2000 — 2001
Interactive Media
Simon Fraser University
BA, Economics
Allianz Global Investors April 2015 - Present
Scotiabank Global Banking and Markets July 2013 - April 2014
Scotiabank Global Banking and Markets March 2006 - July 2013
Scotia Capital February 2005 - April 2006
Scotia Capital August 2002 - January 2005
HSBC Asset Management 1999 - 2000
Skills
Fixed Income Trading, Capital Markets, Interest Rate..., Interest Rate Swaps, Swaps, Structured Products, Money Market, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, FX Options, Market Risk, Options, Equity Derivatives
Education
Simon Fraser University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Accounting, First Class Honours with Distinction
The University of British Columbia 1995 — 1996
Faculty of Applied Science (Engineering)
Royal Conservatory of Music (Toronto) 1987 — 1995
Associateship Diploma (A.R.C.T.), PIano Performance
Citi November 2012 - Present
Deutsche Asset Management November 2005 - November 2012
Goldman Sachs Asset Management November 2000 - November 2005
HSBC Asset Management May 1998 - September 2000
Mitchell Hutchins Asset Management November 1996 - May 1998
Education
Touro College Jacob D. Fuchsberg Law Center
HSBC Asset Management November 2007 - May 2009
Skills
Portfolio Management, Equities, Financial Modeling, Investments, Investment Banking, Management, Financial Analysis, Corporate Finance, Banking, Capital Markets, Derivatives, Valuation, Fixed Income, Bloomberg, Asset Management
Education
Suffolk University - Sawyer Business School 2010 — 2011
King Fahd University of Petroleum & Minerals 2002 — 2007
BS, Finance
Thomson Reuters July 2012 - Present
Thomson Reuters 2006 - January 2013
HSBC Asset Management March 1998 - 2005
Skills
Fixed Income
Education
City University of New York-College of Staten Island 1986 — 1991
BS, Finance
HSBC Asset Management May 2008 - Present
M. SAFRA May 2006 - May 2008
Deutsche Asset Management October 2005 - April 2006
INTERNATIONAL FUND SERVICES December 2003 - October 2005
SJS CORPORATION May 2002 - August 2002
Alliance Capital May 2001 - May 2002
Skills
Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Mutual Funds
Education
Southern Connecticut State University
Master of Business Administration
Southern Connecticut State University
Bachelor of Science, Finance
HSBC Asset Management May 2010 - September 2010
Education
The University of British Columbia 2009 — 2013
Raymond James Financial Inc. October 2011 - Present
Newton Capital November 2008 - May 2011
Kurt Salmon Associates January 2004 - November 2008
Sanford C. Bernstein March 1999 - February 2002
HSBC Asset Management September 1996 - March 1999
Skills
Financial Modeling, Asset Management, Capital Markets, Equities, Valuation, Investments, Private Equity, Investment Banking, Portfolio Management, Business Strategy, Strategy, Management Consulting, Mergers & Acquisitions, Management, Financial Analysis, Corporate Finance, Emerging Markets, Strategic Planning
Education
Columbia University - School of International and Public Affairs 1993 — 2006
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Hedge Fund July 2015 - Present
JAT Capital Management, LP March 2011 - May 2015
UBP Asset Management August 2007 - December 2010
HSBC Asset Management February 2007 - August 2007
Skills
Asset Management, Bloomberg, Integration, SharePoint, Equities, Citrix, Microsoft Exchange, Blackberry Enterprise..., Operating Systems, Windows Server, Servers, DNS, DHCP, Storage Area Networks, VMware ESX, Windows Sharepoint..., Disaster Recovery
Education
State University of New York at Buffalo - School of Management 2001 — 2007
Management Information System, Business
Opera Solutions May 2005 - August 2013
mFormation Technologies 2003 - 2005
HSBC Asset Management 2001 - 2002
HSBC InvestDirect (Canada) March 1999 - May 2001
HSBC Investment Fund (Canada) December 1998 - March 1999
Skills
Business Analysis, Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Financial Reporting, Due Diligence, Managerial Finance, Strategic Financial..., Analysis, Finance, Forecasting, Business Process..., Mergers & Acquisitions, Management Consulting, Risk Management, Valuation, Process Improvement, Start-ups, ERP, Strategy, Business Strategy, Change Management
Education
Simon Fraser University
Bachelor of Business Administration (B.B.A.)
Opera Solutions October 2013 - Present
Opera Solutions March 2009 - September 2013
HSBC Asset Management June 2006 - March 2009
HSBC Asset Management January 2003 - May 2006
Skills
Financial Analysis, Financial Modeling, Accounting, Managerial Finance, Business Analysis, Forecasting, Financial Reporting, Corporate Finance, Access, Microsoft Excel, Accounts Receivable, Data Analysis, Strategic Sourcing, Process Improvement, Analysis
Education
Simon Fraser University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Marketing
Capital One April 2014 - Present
HSBC Asset Management January 2014 - April 2014
Bridgewater Associates November 2012 - November 2013
BlackRock 2009 - November 2012
BlackRock 2008 - 2008
Skills
SQL, Asset Management, Fixed Income Portfolio..., Risk Management, Financial Analysis, Asset Allocation, Financial Markets, Corporate Finance, Investment Strategies, Data Analysis, Analytics, Financial Services, Financial Risk, BlackRock Aladdin, Fixed Income
Education
New York University 2014 — 2016
Graduate Certificate in Real Estate, Real Estate
James Madison University - College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Universiteit Antwerpen 2007 — 2007
Noble Americas June 2014 - Present
Louis Dreyfus Commodities November 1997 - December 2010
HSBC Asset Management May 1995 - October 1997
Skills
Internal Controls, Sales & Use Tax, Accounting, Tax, Property Tax, Financial Analysis
Education
Mercy College
Norwalk Community College
BlackRock 2005 - 2008
Fox-Pitt, Kelton 1999 - 2004
Fox-Pitt, Kelton 1997 - 1999
HSBC Asset Management 1994 - 1997
Education
London School of Economics and Political Science 1991 — 1994
Bachelor of Science (BSc), Economics
Attorney Network- National & International Law Firms April 2010 - Present
HSBC Asset Management December 2005 - March 2011
HSBC August 2003 - December 2005
Encore Capital Group October 2000 - August 2003
JPMorgan Chase November 1999 - July 2001
GMAC Mortgage August 1998 - November 1999
Macy's West Buying Office May 1993 - August 1998
Grand Hyatt San Francisco April 1993 - June 1994
Hilton Worldwide April 1990 - April 1993
Education
University of San Diego 2010 — 2012
Law
GoldenTree Asset Management May 2015 - Present
HSBC Asset Management April 2011 - May 2015
Skills
Microsoft Office, Business Analysis, Investments, Asset Management, Banking, Fixed Income, Bloomberg, Trading Systems, Hedge Funds, Electronic Trading
Education
University of Michigan 2006 — 2010
Bachelor's degree, Economics