HSBC Commercial Banking
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HSBC Commercial Banking Employees
N/A May 2011 - September 2014
HSBC Commercial Banking November 2002 - May 2011
Republic Factors July 1984 - November 2002
Skills
Financial Services, Strategic Financial..., Retirement Planning, Investments, Retirement, Mutual Funds, Banking, Business Analysis, Financial Analysis, Portfolio Management, Risk Management
Education
Taft High School 1961 — 1964
City University of New York-Hunter College
HSBC Commercial Banking November 2014 - Present
Nielsen March 2012 - September 2014
Ezidebit July 2011 - March 2012
Ezidebit July 2008 - June 2011
Ezidebit December 2007 - June 2008
Colmar Brunton May 2007 - December 2007
Colmar Brunton June 2006 - April 2007
Colmar Brunton November 2004 - May 2006
Skills
Digital Marketing, Social Media Marketing, Business Intelligence, Graphic Design, Relationship Management, Statistical Analysis, Market Structure, Shopper Marketing, E-commerce, Market Research, Segmentation, Direct Marketing, SEO, Strategic Planning, Data Analysis, Multivariate Analysis, Salesforce.com, Quantitative Research, Adobe Creative Suite, CPG Industry, Direct Mail, Financial Services, FMCG, Focus Groups, Forecasting, Marketing ROI, Social Media, SPSS, SAS, SQL, Payment Systems, Campaign Management, Database Marketing, Marketing Automation, Eloqua, Media Planning, Digital Media, SEM, Marketing, Web Analytics, Email Marketing, Account Management, Photoshop, InDesign, Illustrator, Online Advertising, Analytics, Website Creation, Radian6, marketing strategy
Education
Queensland University of Technology 2001 — 2003
Master of Business Administration, Marketing, Advertising, Finance
Gettysburg College 1997 — 2001
Bachelor of Arts, Biology, Psychology
Bensalem High School
HSBC Commercial Banking March 2014 - Present
HSBC Commercial Banking May 2012 - February 2014
Bank of America 2003 - 2012
Skills
Credit, Banking, Loans, Commercial Banking, Treasury Management, Debit Cards, Relationship Management, Back Office, Cash Management, Retail Banking, Cross Selling, Deposits, AML, Wealth Management, Branch Management, Credit Cards, Internet Banking, Branch Banking, KYC, Business Relationship..., Customer Experience, Financial Services, Operational Risk, ACH, Bank Secrecy Act, Private Banking, Lines Of Credit, OFAC, Merchant Services, Core Banking, Operational Risk..., Fraud Detection, Financial Transactions, Home Equity Lines of..., Financial Institutions, Teller Operations, Wealth Management..., Commercial Lending, Small Business Lending
Education
CSUN 2004 — 2007
Bachelor of Science (B.S.), Psychology
HSBC Commercial Banking 2015 - 2015
Staples October 2012 - November 2012
Delmar International Inc. March 2012 - September 2012
Delmar International Inc. May 2011 - August 2011
Skills
Microsoft Office, Administrative Work, QuickBooks, Data Entry
Education
Concordia University 2009 — 2011
Bachelor of Commerce (B.Com.), Accounting
NERA Economic Consulting June 2015 - August 2015
Intergovernmental renewable energy organization(IREO) January 2015 - May 2015
Citi July 2014 - August 2014
HSBC Commercial Banking May 2014 - June 2014
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - August 2013
Bank of China May 2013 - June 2013
Glen Raven May 2012 - July 2012
Skills
Spanish, Microsoft Office, Editing, Data Analysis, Korean Culture, Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Social Media, Econometrics, Economics, Financial Analysis, Management, Statistics
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics/mathematics, Major GPA: 3.88/4.00
University of California, Berkeley 2013 — 2013
Theoretical and Mathematical Physics
Deloitte - Forensic and Dispute Services September 2014 - March 2015
HSBC Commercial Banking November 2009 - May 2011
HSBC July 2009 - September 2009
Skills
Teamwork, Time Management, Microsoft Office, Corporate Finance, Customer Service, Analysis, Research, Management, Team Leadership, Microsoft Excel, PowerPoint, English language skills, Group Work, General Commercial..., Access, Leadership, Accounting, Microsoft Word, Communication, Financial Analysis, Typing, Mathlab, Social Media, Negotiation, Banking Capital Planning, Strategic..., Project Evaluations, Negotiations, Departments &..., Solution Management, Solid Communication, Executive Presentations...
Education
Drexel University Philadelphia, PA 2012 — 2016
Bachelor of Science, Business Administration Double Major: Accounting and Finance
University of Tennessee-Knoxvill -ELI 2011 — 2011
English as a Second Language, English Language
Institute of Public Administration Riyadh, Saudi Arabia 2007 — 2009
Associate's degree, Major: Business Banking, GPA: 3.92
HSBC Commercial Banking March 2015 - Present
National Ski Patrol October 2000 - Present
City National Bank August 2014 - March 2015
BBVA Compass June 2012 - August 2014
Rancho Cucamonga Community and Arts Foundation 2009 - August 2014
Bank of America June 2011 - June 2012
U.S. Bank February 2009 - June 2011
Wells Fargo May 2005 - 2008
Skills
Banking, Loans, Portfolio Management, Commercial Banking, Financial Analysis, Small Business Lending, Credit Analysis, Credit, Lines Of Credit, Credit Risk, Corporate Finance, Public Finance, Public Speaking, Real Estate, Cash Management, Management, Leadership, Nonprofits, Commercial Mortgages, Mortgage Lending
Education
California State University-Los Angeles 2003 — 2005
Bachelor of Science, Business Administration, Finance; Economics
Yavneh
Caitong Fund Management Co., Ltd. August 2014 - November 2014
Shanghai Stock Exchange July 2014 - August 2014
PYDMUN March 2013 - December 2013
HSBC Commercial Banking August 2013 - September 2013
Harvard World Model United Nations March 2013 - March 2013
UCLA August 2012 - September 2012
Skills
Microsoft Office, Mandarin, PowerPoint, Research, Microsoft Word, Chinese, Microsoft Excel
Education
Boston University 2015 — 2017
Master’s Degree, Mathematical Finance
Zhejiang University 2011 — 2015
Bachelor’s Degree, Finance & Banking
Hangzhou Foreign Languages School 2005 — 2011
High School
Vanguard Logistics Services July 2014 - August 2014
HSBC Commercial Banking June 2014 - June 2014
Skills
SAS, ArcGIS, Microsoft Word, PowerPoint, Microsoft Excel, MATLAB
Education
University of Missouri-Columbia 2013 — 2016
Master of Science (M.S.), Transportation
Dalian Maritime University 2009 — 2013
Bachelor of Engineering (BE), Foreign Trade Transportation, 3.34
HSBC Commercial Banking March 2015 - August 2015
Deutsche Bank May 2014 - March 2015
Westpac New Zealand Limited February 2013 - January 2014
Westpac New Zealand Limited February 2012 - February 2013
Westpac New Zealand Limited February 2011 - February 2012
Product Placement March 2009 - February 2010
Cookie Time October 2008 - January 2010
Skills
Program Management, PMO, Project Delivery, Change Management, Project Finance, Stakeholder Management, Analysis, Project Planning, Risk Management, Retail Banking, Relationship Management, Credit Risk, Credit Analysis, Financial Analysis, Financial Risk, Banking
Education
Lincoln University (NZ) 2007 — 2010
Bachelor of Commerce with First Class Honours, Finance and Business Management, A
HSBC 2013 - Present
HSBC Commercial Banking January 2007 - April 2013
HSBC January 2005 - January 2007
Ameriprise Financial Services, Inc. February 2002 - August 2005
Skills
Relationship Management, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Financial Services, Fixed Annuities, Investments, Leadership, Loans, Portfolio Management, Retail Banking, Small Business Lending, Team Leadership, Team Building, Customer Service, Mortgage Lending, Microsoft Office, Marketing, Strategic Financial...
Education
City University of New York City College 1990 — 1995
Bachelor of Arts (B.A.), Communication and Media Studies
Howard University 1987 — 1990
HSBC Commercial Banking March 2014 - Present
HSBC January 2013 - March 2014
Endo Networks Inc. July 2011 - February 2013
MemberOne Credit Union Limited May 2010 - September 2010
Skills
Microsoft Excel, Public Speaking, Strategic Thinking, Financial Modeling, Social Networking, Project Planning, Team Leadership, Business Analysis, Management, Marketing Strategy, Teamwork, Jokes, Leadership, Customer Service, Relationship Management
Education
Canadian Securities Institute 2012 — 2013
Canadian Securities Course (CSC), Finance
Brock University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
stm
Avangard Innovative July 2015 - Present
Avangard Innovative May 2015 - July 2015
Four Seasons Hotels and Resorts January 2012 - December 2012
HSBC Commercial Banking July 2011 - December 2011
Sofitel Luxury Hotels and Resorts August 2010 - June 2011
JW Marriott August 2009 - December 2009
Skills
Customer Service, Microsoft Office, Public Speaking, Teamwork, Time Management, Microsoft Excel, PowerPoint, Management, Sales, Leadership, Microsoft Word, Windows, Piano Playing, Research, Event Planning, Social Media, Accounting, Financial Analysis, Business Communic, Documentation, Organization, Logistics, Planning, Client Relations, Information Gathering, Problem Solving, Priority Management, Record Keeping, Hotel pre-openning, Concierge Services
Education
The University of Dallas 2013 — 2015
Master of Science (M.S.), Accounting
Assumption University of Thailand 2006 — 2009
Bachelor of Business Administration (BBA), Hospitality and Tourism Management
Beijing Language and Culture University 2005 — 2006
Certificate, Finance, General
PwC, Forensic Services September 2015 - Present
PwC August 2014 - August 2014
HSBC Commercial Banking June 2014 - July 2014
UC Berkeley March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Data Analysis, Social Media, Leadership
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (BA), Economics
De Anza College 2011 — 2013
HSBC Commercial Banking August 2014 - Present
TJX September 2012 - August 2014
Banco Atlantida, S.A. June 2005 - July 2011
Skills
Banking, Credit, Loans, Credit Analysis, Relationship Management, Financial Analysis, Mortgage Lending, Portfolio Management, Strategic Planning, Account Management, Sales
Education
Universidad Tecnológica Centroamericana 2001 — 2003
Master, Management/Finance
Louisiana State University 1983 — 1985
ELOP / Junior Div
HSBC Commercial Banking May 2014 - Present
AppleOne Employment Services February 2013 - May 2014
Upstate Laboratories, Inc. 2010 - 2012
Staples July 2008 - March 2010
TJ Maxx May 2004 - November 2008
Skills
Biology, Wildlife Management, Wildlife Conservation, Wildlife Biology, Customer Service, Marketing, Sales, laboratory Setting, Manage Client..., Microsoft Office, PowerPoint, Photoshop, Adobe, Microsoft Excel, field surveying, Environmental Monitoring, Report Writing
Education
State University of New York College of Environmental Sciences and Forestry 2006 — 2008
Bachelor of Science (B.S.), Environmental Biology
Jamestown Community College 2004 — 2006
Associate of Science (A.S.), Science and Mathematics
China Travel Financial & Investment Holdings July 2015 - Present
GF Securities January 2015 - March 2015
Morgan Stanley January 2013 - March 2013
Morgan Stanley July 2010 - January 2013
Citi September 2009 - December 2009
HSBC Commercial Banking July 2009 - October 2009
Skills
Financial Analysis, Investment Banking, Analysis
Education
Boston University - School of Management 2013 — 2014
Master of Business Administration (MBA), Strategy and Business Analysis
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance and Risk Management
Shanghai University of Finance and Economics 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Ecole Supérieure de Commerce de Saint-Etienne 2009 — 2009
International Exchange Student, International Finance
HSBC Commercial Banking July 2015 - Present
Pharmascience February 2015 - July 2015
McKesson Canada April 2014 - September 2014
Export Development Canada January 2011 - August 2013
Skills
International Trade, International Business, Business Development, French, International Relations, International Marketing, Spanish, Business Strategy, Marketing Strategy, Change Management, Sustainability, Marketing Research, Project Management, Strategy, Strategic Planning, Financial Analysis
Education
Concordia University 2013 — 2014
Master of Business Administration (MBA)
Carleton University 2007 — 2011
B.I.B, International Business
Universidad Autónoma de Madrid 2009 — 2010
Negocios Internacionales
Freed Maxick CPAs, P.C. September 2012 - Present
HSBC Commercial Banking May 2012 - September 2012
Follett Higher Education Group June 2007 - June 2012
Gary Wisniewski, CPA January 2012 - May 2012
Skills
Accounting, Tax, Tax Preparation, Tax Returns, Income Tax, Tax Accounting, PowerPoint, International Tax, ProSystem fx Tax, Tax Research, Microsoft Excel, Fixed Assets, QuickBooks, Financial Reporting, Peachtree
Education
Daemen College 2011 — 2012
BS/MS, Accounting
State University of New York at Buffalo - School of Management 2007 — 2011
Accounting
HSBC Commercial Banking June 2011 - Present
Barclays Bank September 2006 - June 2011
RBC January 2006 - September 2006
Skills
Financial Accounting, Negotiation, People Skills, Communication, Banking, Small Business, Financial Services
Education
Fleming College 2004 — 2006
Associate's degree, Business/Commerce, General
HSBC Commercial Banking September 2015 - Present
HSBC Commercial Banking January 2014 - Present
Bombardier Aerospace May 2013 - August 2013
Bombardier Aerospace May 2012 - August 2012
Parfums Christian Dior June 2011 - August 2011
Parfums Christian Dior June 2007 - July 2009
Golf de Fourqueux June 2008 - July 2008
PROGRESS - IIC PARTNERS February 2007 - March 2007
Skills
Microsoft Excel
Education
McGill University 2010 — 2013
Bachelor of Commerce (BCom), Finance and Strategy
Wells Fargo June 2014 - Present
HSBC Commercial Banking July 2012 - June 2014
Mercer Inc. September 2007 - November 2011
Atlas Copco NA December 1995 - September 2007
Skills
Banking, Compliance, Banking Relationships, Payments, Treasury Management, Finance, Treasury, Management, Financial Analysis, Cash, Treasury Services, Credit, Internal Controls, Cash Management, FX Options, Credit Risk, Risk Management, Forecasting, Financial Risk, Corporate Finance
Education
Fairleigh Dickinson University-College at Florham 1993 — 1995
Masters of Business Administration, Finance
Lynchburg College 1984 — 1988
Bachelor of Science, Business Administration
Popular Community Bank May 2015 - Present
HSBC Commercial Banking March 2014 - May 2015
Citi 2012 - 2013
Chase 2006 - 2011
Donna Karan January 2009 - May 2009
Skills
CRM, Strategy, Banking, Series 63, Series 6, Sales, Finance, Credit, Loans, NYS Life an Health, Sales Management, Relationship Management, Commercial Banking, Marketing, Risk Management, Financial Analysis, Portfolio Management, Account Management, Team Building, Trend Forecasting, Cold Calling, Profit Optimization, Strategic Relationships, Investment Advisory, Microsoft Office, Lotus Notes, iNotes
Education
Fashion Institute of Technology 2007 — 2009
Bachelor's Degree, International Trade and Marketing
Nassau Community College 2001 — 2003
Associate's Degree, Advertising and marketing
Gehegan & Associates
Telephone Skills for Business Development Course
HSBC Commercial Banking May 2014 - Present
Bell Aliant May 2013 - August 2013
Delta Hotels September 2012 - December 2012
Marsh January 2012 - April 2012
Earls Restaurants August 2009 - August 2011
Skills
Accounting, Invoicing, Teamwork
Education
Dalhousie University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance
University of Oxford
Bishop Grandin High School
KeyBank July 2012 - Present
HSBC Commercial Banking June 2006 - May 2012
NUCHEM LIMITED August 1989 - May 1998
Skills
Banking, Credit, Loans, Portfolio Management, Financial Analysis, Credit Analysis, Risk Management, Finance, Retail Banking, Commercial Lending
Education
Institute of Management Accountants 2007 — 2008
CMA and CFM, Certified Management accountant, Certified Financial Manager
Kurukshetra University 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
HSBC Commercial Banking October 2014 - Present
Odds2Beat January 2013 - Present
YMCA December 2012 - September 2013
UNIVERSITY AT BUFFALO R&I SERVICESBUFFALO September 2012 - September 2013
UNIVERSITY AT BUFFALO MEN’S BASKETBALLBUFFALO August 2012 - September 2013
Skills
writing, Public Speaking, Public Relations, Advertising, Marketing Communications, Communication, Coaching, Personal Development, Personal Training, Mentoring, Youth Mentoring, Microsoft Office, Microsoft Excel, Management, Event Planning, Event Management, Youth Development, Athletics, Community Outreach, Customer Service, Fundraising, Leadership, Leadership Development, Nonprofits, Program Management, Social Networking, Sponsorship, Sports, Time Management, Teaching, Research, Volunteer Management, Facebook, Social Media, Higher Education, Community Development, Grant Writing, Marketing, PowerPoint, Program Development, Social Media Marketing, Student Affairs, Sports Management, Training
Education
Medaille College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK
Bachelor of Arts, Communication; Public Relations and Advertising
VANGUARD DERMATOLOGY June 2015 - Present
REBEKAH REHAB & EXTENDED CARE CENTER August 2014 - June 2015
Partners in Care, Corp. October 2012 - February 2014
HSBC Commercial Banking December 2006 - April 2009
GREGORY HARMON LAW FIRM February 2003 - June 2003
Skills
PowerPoint, Clerical Skills, Customer Service, Microsoft Excel, Data Entry, Cash Handling, Outlook, Internet, MS Office, Bookkeeping, Filing, Scheduling, Vital Signs, Ambulatory
Education
Mercy College 2014 — 2016
Master's Degree, Health Services Administration
Mercy College 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.2
Mercy College 2011 — 2012
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.6
NYCB September 2014 - March 2015
HSBC Commercial Banking February 2014 - August 2014
Visions Federal Credit Union August 2012 - February 2014
First Niagara Bank June 2012 - August 2012
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Outlook, Strategic Planning, Public Speaking, Research, English, Strategic Financial..., Investments, Windows, Finance
Education
City University of New York-Brooklyn College 2014 — 2015
Bachelor's of Business Management Finance, Financial Planning and Services, 3.3
Broome Community College 2011 — 2013
Associate's degree, Financial Services, 2.9 grade point average (gpa)
Treliant Risk Advisors May 2014 - Present
Treliant Risk Advisors February 2014 - May 2014
Promontory Financial Group, LLC October 2013 - November 2013
JPMorgan Chase August 2013 - October 2013
Promontory Financial Group, LLC June 2013 - July 2013
HSBC Commercial Banking February 2013 - May 2013
Promontory Financial Group, LLC September 2012 - February 2013
HSBC April 2012 - August 2012
Promontory Financial Group, LLC July 2010 - November 2011
HSBC Commercial Banking February 2011 - June 2011
Skills
AML, Compliance, Fraud, OFAC, USA PATRIOT Act, Risk Management, Bank Secrecy Act, KYC, Investigation, BSA, Commercial Litigation, Loans, Financial Regulation, Financial Risk, Sanction, Regulations, Banking, Civil Litigation, Internal Audit, Operational Risk, Due Diligence, Operational Risk..., Anti Money Laundering, Securities, Capital Markets
Education
The University of Texas School of Law 1993 — 1996
JD, Law
Brown University 1985 — 1989
BS, Engineering
HSBC Commercial Banking March 2015 - Present
Desjardins June 2013 - January 2015
National Bank of Canada April 2008 - May 2013
National Bank of Canada October 2004 - April 2008
Scotiabank May 2002 - October 2004
Cotontchad 1994 - 1997
Skills
Credit Risk, Credit, Commercial Banking, Banking, Credit Analysis, Loans, Retail Banking, Portfolio Management, Financial Analysis, Risk Management, Financial Risk, Trade Finance, Investments, Commercial Lending, Business Development, Team Management, Strategic Financial..., Analysis
Education
McGill University 2000 — 2004
bcom, finance
UCAC 1992 — 1994
D.U.T, Management
Beguinage
Interactive Shares May 2015 - Present
Swoon Editions April 2015 - May 2015
The London School of Economics and Political Science (LSE) July 2014 - February 2015
HSBC Commercial Banking May 2013 - August 2013
Washington Wildlife and Recreation Coalition November 2012 - May 2013
Skills
Proficient in Microsoft..., Public Speaking, Quantitative Research, Quantitative Finance, Market Research, Enjoy Working with..., Project Management, Operations Management, Business Strategy, Microsoft Excel, Public Relations
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Bachelor’s Degree, Finance, Third year, First degree
American University 2012 — 2015
Bachelor's Degree, Finance and Management, GPA 3.7
Société Générale April 2015 - Present
HSBC Commercial Banking March 2014 - April 2015
JP Morgan Chase & Co April 2013 - February 2014
JP Morgan Chase & Co, May 2010 - April 2013
First Data Corporation February 2009 - May 2010
First Data Services, LLC October 2008 - February 2009
Chase Paymentech April 2005 - October 2008
Chase Merchant Services March 1999 - April 2005
Skills
MS Office Suite, CRM / Blackberry, Coaching, Cash Management, Merchant Services, Sales Management, Salesforce.com, Treasury Services, Trade Services, Remote Deposit Capture, ACH, Interchange, Gift Cards, Customer Relations, Business Relationship..., Partner Relationship..., Trading, Financial Services, Leadership, Loans, Executive Management, Customer Service, Microsoft Office, Small Business, CRM, Management, Investments, Credit, Credit Cards, Commercial Banking, Payment Card Processing, Finance, Sales, Debit Cards, Electronic Payments, Relationship Management, Portfolio Management, Commercial Lending, Cross Selling, Treasury Management, Credit Analysis, Cards, Payments, Financial Risk, Risk Management, Credit Risk, Training, Payment Systems, Wealth Management, Mortgage Lending
Education
Hofstra University
Bachelors of Business Administration, Management
Nassau Community College
Associate, Business Administration
New York Institute of Technology
Mechanical Engineering
Archbishop Molloy
High School
Our Lady of Victory
American Express May 2015 - Present
American Express June 2013 - Present
American Express April 2012 - June 2013
HSBC November 2011 - March 2012
HSBC Commercial Banking July 2010 - November 2011
Cornell Daily Sun February 2009 - May 2010
Oxygen Media June 2009 - July 2009
Sony Music Entertainment May 2008 - August 2008
Active International June 2007 - July 2007
Cornell University Department of Communication January 2007 - May 2007
Skills
Online Advertising, Strategy, Strategic Partnerships, Financial Analysis, Investments, Vendor Management, Program Management, Forecasting, Sales
Education
Cornell University 2006 — 2010
B.S, Communication; Applied Economics and Management; Spanish
HSBC Commercial Banking July 2015 - Present
Windrose Advisors May 2014 - May 2015
Bentall Kennedy January 2014 - May 2014
Zhejiang Province Development and Planning Research Institute September 2012 - July 2013
Allied Victory Gold & Silver Investment Limited August 2012 - August 2012
The Parthenon Group May 2012 - July 2012
Deloitte December 2011 - February 2012
China Construction Bank August 2011 - August 2011
Skills
Microsoft Office, Economics, Corporate Finance, Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Strategic Planning, Competitive Analysis, Microsoft Excel, Market Research, Analysis, Research, Valuation, Data Analysis
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master’s Degree, Master of Arts in International Economics and Finance, 3.89/4.0; Graduated with distinction
Zhejiang University 2009 — 2013
Bachalor, finance, GPA: 3.87/4.0; GMAT: 770 (global 1%)
University of Alberta 2011 — 2011
Summer session
University of California, Los Angeles 2010 — 2010
Summer session, Finance, General, 4.0
Xuejun High School 2006 — 2009
High School
HSBC Commercial Banking April 2014 - Present
Boston Financial Investment Management June 2012 - April 2014
Barclays Capital July 2011 - February 2012
University of Massachusetts November 2008 - May 2010
Flagship IP, P.C. June 2009 - September 2009
Boston Merchant Financial Ltd. January 2009 - May 2009
Skills
Real Estate, Finance, Project Management, Securities, Financial Statement..., Series 7, Access, Banking, Financial Risk, LITHC, Commercial Real Estate, Tax Credits, Compliance, Financial Reporting
Education
University of Massachusetts Boston 2008 — 2010
BS, Management; Finance
Novosibirsk State University of Economics and Management (NSUEM) 2000 — 2004
International Relations, Economics
HSBC Commercial Banking July 2015 - Present
Come With Wealth LLC September 2012 - Present
HSBC Commercial Banking May 2015 - July 2015
HSBC Commercial Banking July 2013 - May 2015
INSTALLS inc June 2012 - July 2013
Time Warner Cable September 2011 - January 2012
WIVB/WNLO-TV (LIN TV Corp) January 2011 - May 2011
Starbucks November 2007 - September 2009
Skills
Public Speaking, Microsoft Office, Editing, Higher Education, Social Media, Public Relations, Event Management, Teaching, PowerPoint, Nonprofits, Photoshop, Research, Event Planning, Social Media Marketing, Social Networking, Customer Service, Microsoft Word, Time Management, Sales, Data Entry, Management
Education
Canisius College 2014 — 2016
Master of Sport Administration, Sport and Fitness Administration/Management
Daemen College 2008 — 2013
Business Administration, Sports Management
First Niagara Bank 2011 - 2013
HSBC Commercial Banking 2008 - 2011
Greater Buffalo Savings Bank 2007 - 2008
Community Bank System, Inc. 2005 - 2008
Northwest Savings Bank 2004 - 2007
Skills
Customer Service, Strategic Planning, Microsoft Office, Team Building, Marketing, Microsoft Excel, Public Speaking, Budgets, Negotiation, Marketing Strategy, Microsoft Word, Sales
Education
Jamestown Community College 1979 — 1981
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Maple Grove Jr-Sr High School 1977 — 1979
Regents Diploma
Centenary College
Interior Design
Florida International University
International Banking
Queens University of Charlotte
Managerial and Strategic Accounting
Community Bank Vice PresidentHSBC Commercial Banking1998 - 2003
HSBC Commercial Banking 1998 - 2003
HSBC Commercial Banking 1998 - 2003
HSBC Commercial Banking 1998 - 2003
Skills
Banking, Asset Based Lending, Foreign Exchange..., Lines Of Credit, Finance, Treasury Management, Real Estate, Working Capital..., Commercial Lending, Trade Finance, Small Business Lending, Commercial Mortgages, Credit Analysis, Commercial Banking, SBA, Middle Market, Loan Origination, Credit, Credit Risk, Real Estate Financing, Loans, Cash Management, Cash Flow Lending
Education
California State Polytechnic University-Pomona 1981 — 1984
Under Armour June 2015 - August 2015
HSBC Commercial Banking July 2012 - July 2012
Skills
Testing, Integration, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Product Development, MATLAB, C
Education
University of Toronto 2013 — 2017
Bachelor of Applied Science in Engineering Science, Aerospace Engineering
ABRSM
DipABRSM, Diploma in Performance in Classical Guitar, Distinction
HSBC Commercial Banking May 2014 - Present
HSBC Commercial Banking September 2013 - Present
JPMorgan Chase February 2012 - September 2013
JPMorgan Chase September 2007 - February 2012
M&T Bank August 2006 - September 2007
Skills
Banking, Credit, Portfolio Management, Loans, Commercial Banking, Finance, Credit Analysis, Relationship Management, Management, Leadership, Cash Management, Treasury Management, Sales, Selling, New Business Development, Strategic Planning, Equities, Small Business, Lines Of Credit, Commercial Real Estate, Sales Process, Fixed Income, Accounting, Proposal Writing, Capital Markets, Commercial Lending
Education
Colgate University 2002 — 2006
BA
Horace Mann 1998 — 2002
High School
StoneCastle Partners, LLC August 2015 - Present
Financial Women's Association August 2015 - Present
Stony Brook University May 2015 - Present
FXCM July 2015 - August 2015
Alpha Capital February 2015 - June 2015
HSBC Commercial Banking June 2012 - August 2012
Skills
Journal Entries, Financial Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Financial Modeling, Access, Corporate Finance, R, SAS Programming, Matlab, Data Analysis, Quantitative Finance, VBA, Financial Services, Project Finance, Positive Discipline, Bloomberg, C++, Statistics, Quantitative Analytics, Risk Management
Education
Stony Brook University 2014 — 2015
Master of Science (M.S.), Applied Mathematics & Statistics, GPA:3.9
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Accounting and Business/Management, 3.7
Southwestern University of Finance and Economics
Bachelor of Science (B.S.)
Hult International Business School July 2015 - August 2015
UTI MF July 2013 - September 2013
HSBC Commercial Banking May 2011 - July 2011
Skills
Marketing Strategy, Business Strategy, Management Consulting, Microsoft Office, Microsoft Excel, Tableau, Data Modeling, Branding & Identity, Corporate Finance, Management Accounting, Management, Market Research, PowerPoint, Teamwork
Education
Hult International Business School 2014 — 2015
Master's Degree, International Business, 3.75 on 4.00 CGPA
University of London 2010 — 2013
Bachelor of Science (BS), Business/Managerial Economics, 2:1 Upper Second Class Honours
HSBC Commercial Banking January 2015 - June 2015
University of Michigan August 2014 - December 2014
University of Michigan August 2014 - December 2014
Shanghai Stock Exchange June 2014 - August 2014
University of Michigan January 2014 - May 2014
Great Wall Securities Co.Ltd May 2013 - June 2013
Skills
C++, Matlab, R, SAS, Python, Microsoft Excel, Data Analysis, Stata
Education
Georgia Institute of Technology 2015 — 2017
Quantitative and Computational Finance
University of Michigan 2012 — 2014
Bachelor of Science (B.S.), Financial Mathematics and Risk Management; Economics
HSBC Commercial Banking June 2015 - Present
Marion County Election Board April 2010 - March 2012
Ellsworth for Indiana May 2009 - January 2010
U.S. House of Representatives June 2007 - May 2009
Andrè Carson for Congress January 2007 - June 2007
Skills
Public Speaking, Research, International Relations, Social Skills, Fair Trade, Political Campaigns, Public Administration, Federal Government, Local Government, Federal Agencies, Customer Service, Letter Writing, Academic Writing, Academic Achievement, Grassroots Organizing, Volunteer Recruiting, Volunteer Management, Fundraising, Policy Analysis, SPSS, Microsoft Excel, Microsoft Office, Call Centers, Lead Generation, Donor Research, International Sales, Public Relations, International Trade, Social Media
Education
Valparaiso University 2012 — 2014
Master of Science (M.S.), International Commerce and Policy
Indiana University-Purdue University at Indianapolis 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
IBM August 2011 - October 2011
Orthonet January 2011 - October 2011
IBM May 2009 - December 2010
HSBC Commercial Banking October 2005 - January 2009
Skills
Cryptography, UML Diagrams, MySQL, Lotus Notes, C++, Visual Basic, JavaScript, HTML, PHP, Database Systems, Microsoft Office
Education
City University of New York-Herbert H. Lehman College 2006 — 2011
Bachelor of science, Mathematics and Computer Science, Deans List
HSBC Commercial Banking August 2014 - July 2015
API Heat Transfer February 2014 - May 2014
University at Buffalo June 2013 - September 2013
Jiangxi Bird Nest Investment Consulting Co. Ltd August 2011 - August 2012
Skills
Financial Modeling, Microsoft Office, Eviews, Fixed Income, Financial Reporting, SAS Programming, Lotus Notes, Prophix, SQL
Education
University at Buffalo 2012 — 2014
Master's degree, Finance, 3.97
Massey University 2009 — 2011
Bachelor of Business Studies, Finance, General, 3.6 (A-)
Jiangxi University of Finance and Economics 2007 — 2011
Bachelor of Commerce (B.Com.), International Finance, 88/100
ProfitStars September 2015 - Present
Hanmi Bank formerly UCB October 2014 - February 2015
United Central Bank April 2011 - October 2014
New York Community Bancorp, Inc. (NYCB) September 2007 - March 2011
New York Community Bancorp, Inc. (NYCB) September 2006 - September 2007
New York Community Bancorp, Inc. (NYCB) June 2006 - September 2006
Washington Mutual (Now Chase Bank) January 2005 - June 2006
HSBC Commercial Banking January 2004 - December 2004
Skills
Retail Banking, Commercial Banking, Private Banking, Customer Service, Anti Money Laundering, Bank Secrecy Act, OFAC, CTRS, Supervisory Skills, Financial Services, Finance, Financial Analysis, Credit Risk, Loans, Banking, Financial Risk, Risk Management, Due Diligence, Mortgage Lending, Operational Risk, Cash Management, Accounting, Credit
Education
DeVry Institute of Technology 2001 — 2003
Associates in Electronics and Computer Technology, Electronics and Computer Technology
Erie County Sheriff's Office September 2015 - Present
Parent Network of WNY April 2015 - Present
Village of Hamburg July 2015 - September 2015
Just for Kids Before and After School Program March 2015 - September 2015
HSBC Commercial Banking September 2014 - February 2015
HSBC Commercial Banking January 2014 - September 2014
M&T Bank October 2012 - January 2014
HSBC Commercial Banking May 2012 - October 2012
Erie County Sheriff's Dept July 2011 - August 2011
Skills
Customer Service, KYC, Due Diligence, Public Speaking, Criminal Justice, Bank Secrecy Act, Anti Money Laundering, Leadership, Research, Background Checks, Internal Investigations, Commercial Lending, Microsoft Office, Corrections, Compliance, AFS, CIF, FileNet, SharePoint, Financial Services, Public Administration, Public Budgeting, Government Ethics, Project Management, Program Development, Project Planning, Qualitative Research, Quantitative Research, Policy Analysis
Education
Hilbert College 2015 — 2017
Master’s Degree, Public Administration
State University of New York College at Fredonia 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice
HSBC Commercial Banking September 2012 - Present
Compagnie No Excess Inc February 2012 - September 2012
BDO De Chazal Du Mee, Chartered Accountants July 2010 - August 2010
Skills
Microsoft Excel, Data Entry, Management, Teamwork, Time Management, Analysis, French, English, Creole, visual 2000, Microsoft Word, Customer Service, PowerPoint, Data Analysis, Windows, Inventory Management, Microsoft Office, Customer Satisfaction, Lotus Notes, Banking, Business Analysis, Access, Critical Thinking, Credit, Banki, Foreign Exchange, Funding Applications, Commercial Insurance
Education
The Institute of Internal Auditor 2014 — 2018
Certified Internal Auditor
Concordia University 2007 — 2011
Bachelor of Commerce, Accounting and marketing
HSBC Commercial Banking June 2013 - Present
Citi July 2003 - April 2013
Citi July 2003 - February 2009
Bank of America April 2000 - July 2003
MBNA America July 1998 - April 2000
Skills
Banking, Credit, Portfolio Management, Relationship Management, Commercial Banking, Loans, Retail Banking, Sales Management, Financial Risk, Financial Services, Finance, Credit Risk, Business Development, Small Business Lending, Risk Management, Credit Analysis, New Business Development, Consumer Lending, Cross Selling, Marketing Strategy, Mortgage Lending, Sales, Management, Investments, Commercial Lending, Lines Of Credit, Strategic Partnerships, Business Planning, Coaching, Cash Management, Strategy, Mortgage Banking, Strategic Financial..., Financial Analysis, Leadership, CRM, Commercial Mortgages, Treasury Management, AML, Strategic Planning, Retail, Loan Origination, Branch Management, Credit Cards, Operational Risk..., Wealth Management, Sales Operations, Managing Multi-Million..., Wealth Management..., Trade Finance
Education
Florida Atlantic University 1995 — 1999
Bachelor of Science, Microbiology and Chemistry
Broward Community College 1992 — 1995
Associate of Art, Biology and Chemistry
The University of Manchester
ICA Certificate in AML and Sanctions Compliance with Distinction, International Business
Embassy of France in the United States February 2015 - Present
HSBC Commercial Banking August 2014 - September 2014
French Film Festival-Richmond, VA September 2012 - June 2013
HSBC Commercial Banking August 2012 - September 2012
Skills
Cinema, Event Planning, Event Management, Team Management, Sponsorship Relations, Sponsorship Programs, TV series, International Relations, Report Writing, Microsoft Office, Parler en public, Réseaux sociaux, Français, PowerPoint, Anglais, Microsoft Excel, Recherche, Relations publiques, Marketing
Education
Institut d'Etudes politiques d'Aix-en-Provence 2011 — 2016
Master's degree, Relations et affaires internationales
Citi October 2014 - Present
Citibank (China) Company Limited, Beijing Branch June 2011 - October 2014
HSBC Commercial Banking November 2009 - June 2011
HSBC February 2008 - October 2009
Postal Savings Bank of China (HQ) July 2005 - January 2008
Education
Beijing Foreign Studies University 2001 — 2005
Bachelor of Arts (B.A.), English
SINCHONG MEHECO LTH November 2014 - Present
Sinchong Meheco Ltd November 2014 - Present
PR Consulting December 2013 - April 2014
HSBC Commercial Banking July 2010 - August 2010
Skills
editing, directing, Social Media, Editing, Microsoft Excel, Microsoft Office, Data Analysis, Public Relations, Fashion Shows, Marketing
Education
Indiana University Bloomington 2009 — 2013
Bachelor's degree, Telecommunications Management
Yonsei University
Korean language
White Lodging Services November 2013 - Present
Atunec S.A. Colombia January 2009 - March 2012
Atunec S.A. Colombia September 1999 - January 2009
HSBC Commercial Banking 1997 - 1999
HSBC 1994 - 1997
HSBC 1992 - 1994
Skills
Management, Accounting, Bilingualism, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Sales, Teamwork, Financial Analysis
Education
White Lodging Services
Leadership Development Series I
Centro Cultural Colombo Americano
English
Pontificia Universidad Javeriana
Associate's Degree in Taxes, Taxes
Universidad del Norte 1999 — 2001
Master's degree, Finances
Universidad del Atlántico
Business Administrator, Finances
HSBC Commercial Banking January 2015 - Present
HSBC Commercial Banking October 2013 - December 2014
HSBC Commercial Banking March 2012 - October 2013
HSBC Commercial Banking July 2011 - March 2012
UBS May 2010 - July 2010
Wells Fargo Advisors July 2009 - September 2009
Skills
Financial Analysis, Financial Accounting, Commercial Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Legal Documents, Equities, Valuation, Credit, Commercial Banking, Investments, Corporate Finance, Portfolio Management
Education
Hofstra University 2014 — 2017
Master of Science (MS), Accounting
Iona College 2011 — 2012
Master of Business Administration (MBA), Finance, Ecommerce, Cum Laude
Iona College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
CIBC June 2012 - Present
ManpowerGroup December 2009 - September 2011
TD Wealth Management September 2003 - June 2007
HSBC Commercial Banking March 2006 - September 2006
Skills
Finance, Software, Accounts Receivable
Education
De La Salle University 1995 — 1999
Bachelor of Science (BS), Computer Software and Media Applications
The Bank of East Asia, Limited September 2013 - June 2014
Boston University School of Management September 2012 - December 2012
China Guangfa Bank; Shenzhen, China June 2012 - August 2012
HSBC Commercial Banking June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, Research, Event Planning, Photoshop, Social Media, English, Mandarin, Windows, Chinese, Customer Service, Graphic Design, Facebook, Teamwork, Public Speaking, Illustrator, Statistics
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts (M.A.), Industrial and Organizational Psychology
Boston University 2009 — 2013
Bachelor of Science (BS), Marketing & Finance
HSBC Commercial Banking March 2015 - Present
JPMorgan Chase & Co. November 2013 - March 2015
JPMorgan Chase & Co. October 2012 - November 2013
Bank of the West November 2011 - October 2012
JPMorgan Chase & Co. July 2011 - November 2011
JPMorgan Chase & Co. February 2011 - July 2011
JPMorgan Chase & Co. June 2010 - February 2011
JPMorgan Chase & Co. January 2009 - June 2010
Bank of America March 2008 - January 2009
First Bank October 2006 - March 2008
Skills
Maintaining Strong..., Finance, Banking, Risk Management, Retail Banking, Customer Service, Branch Banking, Small Business, Relationship Management, Cash Management, Credit Cards, Financial Services, Small Business Lending, Customer Retention, Loans, Commercial Banking, Cross Selling, Branch Management, Financial Risk, Treasury Management, Funding, Financial Analysis, AML, Business Relationship..., KYC, Merchant Services, Operational Risk..., Core Banking, Credit, Consumer Lending, Credit Analysis, Credit Risk, Auditing, Deposits, CRM
Education
Long Beach City College
HSBC Commercial Banking July 2013 - Present
Education
McGill University 2010 — 2010
Certificate of Proficiency—French for Professional Communication
Université du Québec à Montréal 2009 — 2009
French Certificate
Texas Christian University 2005 — 2008
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Marketing and Leadership
AgilQuest June 2015 - Present
HSBC August 2014 - May 2015
Peking University May 2013 - August 2013
University of Virginia Health System August 2011 - May 2013
HSBC Commercial Banking May 2012 - July 2012
Skills
AngularJS, SQL, JavaScript, Java, HTML, Data Analysis, Analysis, SAS
Education
Georgetown University 2013 — 2014
Master of Science (M.S.), Biomedical Sciences
University of Virginia 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Chemistry, Minor Economics
Rolling Mix Concrete October 2013 - March 2014
MALF Transportacion y Logistica February 2012 - October 2013
Ancarsa Bienes Raices (negocio familiar) September 2007 - January 2012
HSBC Commercial Banking August 2006 - September 2007
Skills
ingles fluido, Microsoft Office, Gestión de proyectos, Planificación..., logistica, rutas y..., Ventas, Bienes inmuebles, Mercadotecnia, Oratoria, Entrenamiento, Gestión y motivación de...
Education
Instituto Tecnológico de Saltillo 1992 — 1995
Ingeniería eléctrica y electrónica
HSBC Commercial Banking March 2015 - Present
HSBC Commercial Banking October 2012 - March 2015
HSBC Commercial Banking April 2012 - October 2012
St. Bonaventure University October 2009 - May 2011
Cello Pack Corporation December 2009 - December 2009
Skills
Event Planning, PowerPoint, Microsoft Office, Facebook, Social Networking, Social Media Marketing, Customer Service, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Marketing, Research, Marketing Communications, Leadership, Sales, Sales Management, Public Relations, Marketing Strategy, Teamwork, Event Management, Outlook, Advertising, Training, Customer Satisfaction, Social Media, Management
Education
Saint Bonaventure University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Saint Bonaventure University 2009 — 2011
Bachelors, Marketing
Alfred State College - SUNY College of Technology 2007 — 2009
Associates, Marketing
Huizhou Huibaojiamu Feed Limited Corporation (China) April 2013 - May 2013
HSBC Commercial Banking August 2012 - September 2012
HSBC Retail Banking and Wealth Management July 2012 - August 2012
Guangzhou Tieyi High School (China) September 2010 - June 2012
Skills
Accounting, Financial Risk..., ACCA, Microsoft Office, Matlab, VBA, Python, Financial Modeling, R, Credit Risk
Education
University of Connecticut 2013 — 2015
Master of Science (MS), Financial Risk Management, 3.8
Guangdong University of Foreign Studies 2009 — 2013
Bachelor of Science (BS), Accounting, 3.4
HSBC Commercial Banking March 2015 - Present
HSBC Commercial Banking February 2014 - March 2015
HSBC Bank USA, N.A. July 2012 - February 2014
Dyson Capital Advisors June 2011 - August 2011
Skills
Data Analysis, Risk Management, Microsoft Excel, Project Management, Chinese, Event Planning, PowerPoint, Corporate Communications, Blogging, Editing, JavaScript, HTML, CSS, Python, SQL, VBA, SharePoint, Microsoft Word, WordPress, Finance, Microsoft Office, Financial Analysis, Banking, Financial Services
Education
New York University 2015 — 2017
Master of Science (MS), Business/Corporate Communications
McIntire School of Commerce 2008 — 2012
B.Sc. Commerce, Finance
Harvard University 2009 — 2009
Study in Beijing: Adv Writing
Thomas Jefferson High School for Science and Technology 2004 — 2008
TJ Diploma
Rollmodels Create February 2015 - Present
Self-Employed September 2013 - September 2014
GoodLife Fitness May 2012 - August 2014
Victoria's Secret September 2013 - February 2014
The Difference Engine February 2012 - January 2013
HSBC Commercial Banking April 2011 - August 2011
British Columbia Council on Admissions and Transfers September 2010 - May 2011
Skills
Social Media, Event Planning, Teamwork, Customer Service, Microsoft Office, Public Speaking, Research, Time Management, Social Media Marketing, Team Building, Public Relations, Marketing Strategy, Microsoft Excel, Sales Management, Marketing Communications, Leadership, Event Management, Marketing
Education
Simon Fraser University
Simon Fraser University 2010 — 2013
Undergraduate Bachelors, Economics and Communications
University of Pennsylvania - The Wharton School 2014 — 2014
Certification, Operations Management
Columbia College 2008 — 2010
University Transfer, Business
Kolej Universiti HELP, Kuala Lumpur 2006 — 2008
A-Levels, Economics, Math, and Law
SAG-AFTRA, DreamWorks, HBO, Warner Bros., Netflix, Sony Pictures, Paramount, Lionsgate, et al 2013 - Present
HSBC Commercial Banking 2012 - 2013
IBM Corporation 2010 - 2012
Towers Watson 2009 - 2010
Aon Risk Services Northeast, Inc. 2008 - 2009
Marsh USA, Inc. 2004 - 2008
Skills
Leadership, Marketing, Photography, Public Speaking, Social Media, New Media, Fundraising, Social Networking, Management, Entertainment, Film, Editing, Film Production, Video
Education
Harvard University
Bachelor of Arts (BA), Social Sciences
Berklee College of Music
Film Scoring / Performance
JPMorgan Chase & Co. August 2015 - Present
Citi April 2013 - July 2015
HSBC Commercial Banking August 2010 - March 2013
Experian Consumer Services November 2008 - July 2010
United Teletech Financial Federal Credit Union July 2006 - November 2008
Gateway February 2003 - June 2006
Skills
Project Management, Technical Subject Matter, Experienced Business..., Business Intelligence, Business Analysis, Business Planning, Team Leadership, Microsoft Technologies, Software Quality..., JIRA, ALM, Java, Test Automation, SDLC, STLC, C#, Microsoft CRM, Rally, TFS, Blueprint, Agile Project Management, HP Quality Center, Selenium Testing, Consumer Lending, Mortgage Banking, Test Planning, User Acceptance Testing
Education
Karachi University
Bachelor of Science (B.S.), Computer Science
HSBC Global Banking and Markets July 2014 - Present
HSBC Commercial Banking July 2011 - June 2014
Bank of America August 2007 - April 2009
Bank of America March 2005 - August 2007
Public International Law & Policy Group June 2005 - August 2006
Procter & Gamble (Ali AbdulWahab & Sons) March 2002 - June 2004
Skills
Banking, Retail Banking, Credit, Financial Analysis, Loans, Commercial Banking, Sales Management, Cross Selling, Risk Management, Credit Analysis, Business Planning, Credit Risk, Negotiation, Strategy, Sales, Analysis, Corporate Finance, Finance, Leadership, Strategic Planning, Coaching, Management, Business Development, CRM, Training, Financial Services, Financial Risk
Education
City University London 2009 — 2012
Master of Business Administration (MBA), Management & Finance
American University of Beirut 1998 — 2002
BA, Business Administration
HSBC Commercial Banking July 2014 - Present
HSBC Retail Banking and Wealth Management February 2011 - July 2014
HSBC August 2009 - February 2011
HSBC November 2008 - August 2009
Skills
Credit, Corporate Finance, Financial Analysis, Risk Management
Education
École des sciences de la gestion (ESG UQAM) 2011 — 2014
Master's degree, Applied Finance
École des sciences de la gestion (ESG UQAM) 2007 — 2008
Master's degree, Finance
HSBC Bank Canada May 2015 - Present
HSBC Commercial Banking October 2013 - April 2015
HSBC Commercial Banking February 2012 - October 2013
HSBC April 2007 - March 2011
HSBC Retail Banking and Wealth Management June 2005 - April 2007
Skills
Banking, Brand Management, Financial Services, Budgets, Corporate Communications, Cross Selling, Business Analysis, Market Planning, Trade Finance, Sales, Trade Compliance, Market Research, Strategy, UCP 600, Trade Operations, Anti-boycott, Economic Sanctions, Risk Assessment, Financial Risk, Operational Risk, Reputational Risk, CIM
Education
Global Association of Risk Professionals (GARP) 2014 — 2015
Financial Risk Manager (FRM) - Part 1 Candidate, Financial Risk
Chartered Institute of Marketing 2005 — 2009
Postgraduate Diploma in Marketing, Marketing
National Institute of Business Management 2007 — 2008
Advanced Diploma, Business Management
HSBC Commercial Banking July 2015 - Present
HSBC Commercial Banking February 2015 - June 2015
HSBC Global Banking and Markets August 2014 - February 2015
HSBC Retail Banking and Wealth Management February 2014 - August 2014
HSBC Global Banking and Markets August 2013 - February 2014
HSBC 2013 - 2013
HSBC 2013 - 2013
HSBC June 2012 - August 2012
Skills
Finance, Strategic Planning, Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, Spanish, Technical Writing, Data Analysis, Budgets, Financial Modeling, Management
Education
Binghamton University 2009 — 2013
Bachelor of Science (BS), Finance, General
Binghamton University - School of Management 2009 — 2013
Bachelor of Science, Finance
DialogTech May 2015 - Present
DTI LLC
IRI September 2014 - January 2015
Hyatt Hotels Corporation May 2014 - August 2014
HSBC Commercial Banking December 2013 - January 2014
ANDRESEN & ASSOCIATES, P.C. October 2009 - January 2014
Levy Restaurants September 2009 - June 2012
Skills
Legal Issues, Legal Writing, Intellectual Property, Legal Research, Recruiting, Corporate Law, Westlaw, Motions, Sports Marketing, Lexis, Strategic Sourcing, Relativity, Ring Tail, Microsoft Office, PC, Mac OS, Mac OS X, Social Media, Social Media Marketing, Human Resource..., Human Resource Planning, Marketing Event Planning, Legal Compliance, Legal Liability, Trademark Infringement, Trade Secrets, Sports Management, Public Speaking, Corporate Branding, Brand Awareness, Brand Loyalty, Marketing Strategy, Organizational...
Education
Valparaiso University 2008 — 2010
Juris Doctor, 2010
Purdue University 2006 — 2008
B.A., Psychology
Indiana University Bloomington 2005 — 2005
Business
Sweet Briar College 2004 — 2005
Business & Economics
HSBC Commercial Banking May 2015 - Present
HSBC April 2012 - May 2015
M&T Bank August 2008 - April 2012
HSBC Global Banking and Markets June 2007 - August 2008
Skills
Loans, International Relations, Credit, Commercial Banking, Document Management, Document Review, Legal Research, Legal Documents, Legal Compliance, Customer Support, Microsoft Excel, Microsoft Office, Series 63, Leadership, Customer Service, Microsoft Word, Analysis, Portfolio Management, Team Building, Risk Management
Education
Daemen College 2003 — 2007
Bachelor of Arts (BA), History and government
GenTech Scientific August 2014 - Present
Sorrento Cheese Company June 2009 - April 2014
National Fuel Resources, Inc April 2006 - June 2009
HSBC Commercial Banking July 2005 - April 2006
BakeMark USA April 2002 - February 2005
Uni-Select USA September 1995 - April 2002
Goodyear Dunlop Tires North America, Ltd. November 1993 - September 1995
Snap On Tools September 1988 - August 1993
Skills
Management, Analysis, Accounting, Leadership, Financial Analysis, Customer Service, Finance, Credit Analysis, Credit, Risk Management, Negotiation, Forecasting, Budgets, Accounts Receivable, Process Improvement, Auditing, Financial Risk, Internal Controls, High-Dollar Negotiations, Delinquency Management, Financial Reporting, Contract Negotiation, Customer Interaction..., Investigation, New Business Development, Sales Management
Education
State University of New York College at Buffalo 1983 — 1985
Bachelor of Arts (B.A.), Criminal Justice
Hilbert College 1981 — 1983
Associate of Arts (A.A.), Criminal Justice
HSBC Retail Banking and Wealth Management June 2015 - Present
HSBC Commercial Banking February 2012 - June 2015
Pennsylvania Air National Guard September 2003 - October 2011
Train Station Restaurant May 2006 - December 2009
Skills
Banking, Customer Service, Call Center, Customer Experience, Microsoft Excel, Customer Satisfaction, Risk Management, Relationship Management, Business Analysis, PowerPoint, Credit, Team Leadership, Access, Retail Banking, Microsoft Office, Analysis, Management, Social Networking, Leadership
Education
Indiana University of PA 2004 — 2009
Bachelor of Arts (BA), History
HSBC Commercial Banking April 2015 - Present
HSBC January 2013 - April 2015
Intesa Sanpaolo Bank April 2008 - July 2011
Intesa Sanpaolo November 2007 - March 2008
Intesa Sanpaolo February 2006 - November 2007
American Bank of Albania, Greek Branch (Head Office) June 2004 - January 2006
American Bank of Albania, Greek Branch (Head Office) June 2004 - September 2005
DEREE-The American College of Greece September 2002 - March 2004
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, English, Research, Credit Risk, Banking, Team Management, Team Leadership, Credit, Finance, Microsoft Word, Strategic Planning, Customer Service, Business Strategy, Business Analysis, Business Planning, Analysis, Risk Management, Financial Reporting, Budgets, Project Management, Market Research, Management, Accounting, Retail Banking, Corporate Finance
Education
Deree College 1998 — 2002
BS, Accounting and Finance, 3.32
HSBC Commercial Banking March 2015 - Present
Skills
Credit, Investments, Commercial Banking, Loans, Financial Services, Mortgage Lending, Credit Analysis, Cash Flow, Banking, Finance, Financial Analysis, Risk Management, Cash Management, Merchant Services, Loan Origination, Global Trade, Business traveler..., Importing and exporting, International cash..., Foreign exchange, International accounts, Forfaiting, Factoring, Documentary credits, Documentary collections, FX spot and forward..., RMB payment solutions, online cross-currency..., Shipping guarantees, Import finance, Trade Credit Insurance, Standby Letters of..., Export Letters of Credit, Ex-Im Bank Working..., Export finance, SBA Export Loan Programs, SBA 504, SBA 7a, Small Business...
Education
Franklin & Marshall College
BA, Mathematics
LIU
MBA, Finance
Bank of America August 2015 - Present
HSBC Commercial Banking August 2012 - July 2015
Fifth Third Bank 2010 - 2012
MidCap Ltd May 2009 - September 2010
National City Bank September 2007 - April 2009
Harris Bank 1995 - 2004
Skills
Commercial Banking, Mergers & Acquisitions, Finance, Portfolio Management, Credit, Business Development, Banking, Mergers, Financial Services, New Business Development, Leadership, Treasury Management, Financial Analysis, Credit Analysis, Equities, Loans, Strategic Planning, Private Banking, Relationship Management, FX Options, Commercial Lending, Private Equity, Restructuring, Management, Funding, Risk Management, Financial Structuring, Trade Finance, Asset Management, Due Diligence, Investment Banking, Financial Modeling, Sales, Strategy, Structured Finance, Derivatives, Program Management, Corporate Finance, Middle Market, Capital Markets, Valuation, Mortgage Lending, Investments, Cash Management, Financial Advisory, Wealth Management, Asset Based Lending, Executive Management, Strategic Financial..., Credit Risk
Education
The University of Chicago 1989 — 1991
MBA, Finance
DePaul University 1976 — 1981
BSC, Accounting
HSBC Commercial Banking September 2013 - Present
Skills
Microsoft Word, Capital IQ, Access, Microsoft Excel, Lotus Notes, Analysis, Banking, Commercial Banking, Credit, Credit Analysis, Financial Risk, Loans, Portfolio Management, Cash Management, Financial Services, Finance, Risk Management, Relationship Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
BBA
Thomas Edison High School 2001 — 2004
Riverside Park Capital 2015 - Present
Mortgage Master 2015 - Present
City National Bank January 2013 - June 2015
HSBC Commercial Banking 2010 - 2013
Wells Fargo Private Bank 2008 - 2010
JPMorgan Chase 2004 - 2008
Columbia Business School 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Banking, Credit Analysis, Portfolio Management, Credit, Investments, Equities, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Real Estate, Business Analysis, Business Development, Commercial Lending, Loan Origination, Commercial Mortgages, Finance, Asset Management, Real Estate Economics, Credit Risk, Refinance, Real Estate, Small Business Lending, Relationship Management, Wealth Management, Real Estate Financing, Financial Services, Residential Mortgages, Risk Management, Strategic Financial..., Mortgage Underwriting, Securities, Brokerage, Insurance, Real Estate Development, Negotiation, Real Estate Transactions, Cross Selling, Cash Management, Financial Risk, Private Banking, Valuation, Mutual Funds, Executive Management, Investment Properties, Underwriting, Due Diligence, Private Equity, Construction Loans
Education
ABA Commercial Credit Training 2013 — 2013
Certification, Commercial Credit Underwriting
Fordham University 1997 — 2001
Bachelor of Arts (B.A.), History & Economics
Ridgewood High School 1994 — 1997
Central 1 Credit Union August 2014 - Present
Rose Charities Canada May 2013 - Present
Central 1 Credit Union March 2014 - August 2014
Central 1 Credit Union December 2012 - March 2014
HSBC July 2011 - December 2012
HSBC Commercial Banking July 2011 - December 2012
SRS Microfinance March 2010 - May 2010
VANOC September 2009 - February 2010
Chubb Insurance May 2008 - August 2008
Gymnastics BC January 2004 - June 2006
Skills
Financial Analysis, Risk Management, Strategic Financial..., Strategic Planning, Business Strategy, Team Leadership, Microsoft Excel, Accounting, Finance
Education
McGill University 2005 — 2009
BCom, Economics & Finance
CMA British Columbia 2012 — 2014
CPA, CMA
Clarkston Consulting September 2015 - Present
Citi June 2015 - August 2015
HSBC Commercial Banking July 2014 - July 2014
PT.Tower Bersama Group June 2013 - August 2013
YCAB Foundation May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Time Management, Microsoft Excel, Leadership, Teamwork, Event Planning, PowerPoint, Community Outreach, Customer Service, Fundraising, Training, Graphic Design, Data Entry, Photoshop, Public Speaking, Photography, Organization, Computer Proficiency, Microsoft SQL Server, Databases, SEO, Research
Education
Babson College 2014 — 2016
Bachelor’s Degree, Business Management, Computational Finance
University of Washington 2012 — 2016
Business Administration and Management, Finance
SMAK 1 PENABUR Jakarta 2009 — 2012
High School
HSBC Commercial Banking October 2014 - Present
Skills
Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Private Equity, Accounting, M&A experience, Investment Banking, Business Valuation, Capital Markets, Chartered Financial..., Mergers & Acquisitions, Equities, Divestitures
Education
London Business School 2007 — 2008
Master of Science (M.Sc.), Finance
University of British Columbia 1998 — 2003
Bachelor of Commerce, Accounting Co-op
HSBC Commercial Banking May 2014 - Present
J.P. Morgan October 2009 - Present
Washington Mutual Bank 2007 - November 2009
Citibank 1993 - 2007
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
Marist College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
St Francis Prep
HSBC Commercial Banking August 2015 - Present
RBS Citizens/U.S. Bank September 2011 - August 2015
Bank of America September 2009 - September 2011
Robert Half Finance & Accounting March 2008 - September 2009
ABN AMRO LaSalle Bank June 2003 - November 2007
Skills
Loans, Portfolio Management, Financial Modeling, Banking
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science, Finance
City University London 2002 — 2002
Study Abroad, Finance/Economics
HSBC Commercial Banking June 2014 - Present
HSBC Bank June 2012 - May 2014
HSBC June 2009 - May 2012
Wachovia Private Banking January 2006 - March 2009
JP Morgan Chase June 2001 - January 2006
Fleet Bank 1999 - 2001
Skills
Relationship Management, Cash Management, Business Relationship..., Trade Finance, Retirement Planning, Financial Risk, Commercial Lending, Credit, Series 7, Series 63, Insurance, Banking, Uniform Combined State..., Investments, Emerging Markets, Commercial Banking, Financial Services, MBS, Portfolio Management, Fundamental Analysis, Finance, Hedging, Credit Analysis, Equities, Loans, Wealth Management, Mutual Funds, Credit Risk, Small Business Lending, Risk Management
Education
Fairleigh Dickinson University 1995 — 1998
BS, Finance
Export Development Canada May 2002 - Present
HSBC Commercial Banking March 1996 - September 1998
Skills
Credit Analysis, Corporate Finance, Financial Structuring, Trade Finance, Business Development, Financial Analysis, Banking, Mortgage Lending, Financial Modeling, International Trade, Portfolio Management, Commercial Banking, Risk Management, New Business Development, Credit, Change Management, Strategic Financial..., Management Consulting, Relationship Management, Due Diligence, Loans, Structured Finance, Valuation, Credit Risk, Investments, Finance, Business Planning, Business Strategy, Economic Development, Team Leadership, Venture Capital, International Business, Project Management, Strategy, Strategic Planning, Underwriting, Capital Markets, Analysis, Program Management, Mergers & Acquisitions, Emerging Markets, Commercial Lending, Business Analysis, Financial Risk, Negotiation, Project Finance, Leadership, Management, Private Equity, Factoring
Education
Dalhousie University 1970 — 1972
Bachelor's Degree, Finance and Financial Management Services
Dalhousie University 1967 — 1970
Bachelor's Degree, English and Political Science
Bay-Vanguard Federal Savings Bank November 2014 - Present
Capital Bank, N.A. May 2014 - November 2014
Colombo Bank November 2012 - May 2014
Sandy Spring Bank January 2008 - November 2012
Maryland Department of Business and Economic Development February 2005 - January 2008
Susquehanna Bank May 2001 - February 2005
M&T Bank/Provident Bank of Maryland December 1997 - January 2000
Bank of America (formerly Equitable Bank, N.A.) November 1987 - August 1990
HSBC Commercial Banking May 1987 - November 1987
M&T Bank January 1983 - May 1987
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Loans, Underwriting, Credit Analysis, Real Estate, Business Planning, Commercial Mortgages, Loan Origination, Treasury Management, Consumer Lending, Risk Management, Mortgage Lending
Education
Harvard University 1987 — 1987
Certificate, Investment Banking
Loyola University Maryland 1977 — 1980
Bachelor's Degree, Accounting and Business Administration
Western Maryland College 1975 — 1977
Economics
HSBC Commercial Banking August 2015 - Present
Bank of America December 2011 - August 2015
Bank of America 2007 - 2011
Bank of America 2004 - 2007
Bank of America 2001 - 2004
eJNJ (Johnson & Johnson subsidiary) 2001 - 2001
Carethere, Inc. 2000 - 2001
First Union Capital Markets 1998 - 2000
First Union Capital Markets 1994 - 1998
Nationsbank/Maryland National Bank 1993 - 1994
Skills
Banking, Financial Analysis, Portfolio Management, Credit Analysis, Strategic Planning, Commercial Lending, Credit, Loans, Leadership, Financial Services, Commercial Banking, Finance, Strategy, Corporate Finance, Relationship Management, Business Development, Management, Cash Management, Credit Risk, Risk Management
Education
Kingston University
Postgraduate Diploma in Management Studies, Business Administration and Management, General
Loyola University Maryland
Master of Business Administration (M.B.A.)
University of West London
Higher National Diploma in Business and Finance
HSBC Commercial Banking May 2010 - Present
Citibank September 2007 - April 2010
Citi October 2006 - September 2007
Skills
Banking, Credit, Loans, Credit Analysis, Retail Banking, Commercial Banking, Mortgage Lending, Cash Management, Financial Risk, Relationship Management
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
HSBC Commercial Banking February 2014 - Present
Barclays September 2013 - January 2014
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C May 2010 - August 2013
The International Review of New York Law School’s Center for International Law May 2009 - August 2009
Gevity HR January 2008 - July 2008
Gevity HR June 2007 - December 2007
The Glassman Law Group May 2005 - August 2006
Skills
Courts, Due Diligence, Employee Relations, Employment Law, Human Resources, Legal Writing, Litigation, Mergers, Performance Management, Policy, Strategy, Training, Legal Research, Research
Education
New York Law School 2008 — 2011
Juris Doctor
Cornell University
Bachelor of Science, Industrial and Labor Relations
KeyBank July 2012 - Present
HSBC Commercial Banking June 2006 - July 2012
Citizens Bank August 2005 - June 2006
J.P. Morgan Chase Bank February 2002 - August 2005
NUCHEM LIMITED September 1989 - May 1998
Skills
Credit Analysis, Banking, Portfolio Management
Education
Institute of Management Accountants
CMA, CFM, Corporate Finance and cost accounting
Kurukshetra University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
HSBC Commercial Banking November 2014 - Present
HSBC January 2011 - June 2014
HSBC July 2008 - January 2011
Banco Santander May 2006 - July 2008
Banco Santander January 2000 - May 2006
Copesul 1998 - 1999
Skills
Banking, FX Options, Portfolio Management, Trade Finance, Credit Risk, Corporate Finance, Finance, Management, Credit, Trading, Commercial Banking, Financial Markets, Investment Banking, Risk Management
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2003 — 2003
Pós Graduação, Finanças Empresariais
Universidade Federal do Rio Grande do Sul 1995 — 2000
Bachelor of Business Administration (B.B.A.), 2000
Colorado State University 1995 — 1995
Undergraduate, Business Administration
HSBC Commercial Banking August 2012 - Present
HSBC Commercial Banking January 2012 - August 2012
Education
The George Washington University Law School 2008 — 2011
J.D., Law
Hamilton College 2004 — 2008
B.A., English Literature
HSBC Commercial Banking August 2013 - Present
HSBC 2011 - 2015
HSBC 2011 - 2015
HSBC 2011 - 2015
HSBC June 2011 - August 2013
Institutional Shareholder Services (MSCI Inc.) January 2011 - June 2011
Taylor-DeJongh January 2010 - August 2010
ArcelorMittal May 2008 - August 2008
STATE OF ILLINOIS Western European Office May 2006 - August 2006
Skills
Research, Financial Analysis, Foreign Languages, Russian, French
Education
American University 2009 — 2010
MSF, Finance
American University 2005 — 2009
Bachelor of Science in Business Administration, Finance & International Business
Dauphine 2007 — 2008
1-Year Study Abroad, Finance and French
Hudson Valley Federal Credit Union March 2015 - Present
First Niagara Bank May 2012 - March 2015
HSBC Bank USA, NA October 2008 - May 2012
HSBC Commercial Banking March 2008 - October 2008
Citizens Bank March 2005 - February 2008
Commerce Bank 2004 - 2005
Provident Bank New York 2002 - 2005
Skills
Loans, Credit, Credit Risk, Commercial Lending, Banking, Small Business Lending, Cash Management, Portfolio Management, SBA, Financial Analysis, Loan Origination, Underwriting, Lines Of Credit, Consumer Lending, Mortgage Lending, Commercial Mortgages, Due Diligence, Deposits, Financial Structuring, Asset Based Lending, Relationship Management, Funding, Mortgage Banking, Leveraged Finance, Financial Modeling, Asset Management, Capital Markets
Education
Marist College 2006 — 2008
MBA, Finance
State University of New York at New Paltz 1999 — 2001
BS, Accounting
Gallup May 2015 - August 2015
HSBC Commercial Banking 2013 - 2014
HSBC Commercial Banking 2011 - 2013
WUHAN MOBILEFLY TECHNOLOGY CO., LTD 2010 - 2010
Education
HENRY B. TIPPIE SCHOOL OF MANAGEMENT, UNIVERSITY OF IOWA 2014 — 2016
Master of Business Administration (MBA)
Ball State University - College of Business 2007 — 2010
Bachelor of Science (B.S.)
Wuhan University of Technology 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Moog Inc. 2012 - 2014
Stryker 2010 - 2011
Gaymar Industries 2005 - 2010
Gaymar Industries 2002 - 2005
Gaymar Industries 2001 - 2002
Gaymar Industries 1991 - 2000
Gaymar Industries 1989 - 1990
Gaymar Industries 1983 - 1988
Eastman Kodak 1983 - 1983
HSBC Commercial Banking 1981 - 1981
Skills
Medical Devices
Education
Simon Graduate School of Business - University of Rochester 1981 — 1983
M.B.A., Marketing, Finance
Canisius College 1977 — 1981
B.S., Finance
Florida Community Bank May 2015 - Present
TiKORE Industries April 2010 - Present
SLAP Nutrition, LLC December 2013 - May 2015
HSBC Commercial Banking January 2014 - April 2015
BankUnited May 2011 - January 2014
Wachovia, A Wells Fargo Company October 2007 - May 2011
LaSalle Bank May 2005 - October 2007
Skills
Credit, Loans, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Portfolio Management, Small Business Lending, Credit Risk, Relationship Management, Commercial Mortgages, Consumer Lending, Loan Origination, Underwriting, Treasury Management, Asset Based Lending, Cash Management, Cross Selling, Lines Of Credit, Financial Risk, Management, Financial Analysis, Finance, Financial Services, Deposits, Risk Management, Investments, Capital Markets, Corporate Finance, Financial Modeling, Due Diligence, Middle Market, Financial Structuring, Syndications, Refinance, Treasury Services, Analysis
Education
Nova Southeastern University 2008 — 2009
Master of Business Administration (M.B.A.), Finance, With Honors
Florida State University - College of Business 2001 — 2005
Bachelor's degree, Entrepreneurial and Small Business Operations and Finance, With Honors
Capital One August 2013 - Present
Barclays July 2011 - August 2013
Morgan Stanley October 2007 - July 2011
HSBC Commercial Banking January 2004 - October 2007
Skills
Banking, Loans, Fixed Income, Credit, Financial Analysis, Financial Services, Derivatives
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Morneau Shepell August 2015 - Present
ICBA Benefit Services November 2012 - July 2015
HSBC Commercial Banking March 2011 - June 2012
Scotia dealer advantage May 2007 - March 2011
Skills
Credit Risk, Mortgage Lending, Financial Analysis, Customer Service, Banking, Negotiation, Real Estate, Loans, Finance, Teamwork, Strategic Planning, Credit, Sales, Credit Analysis, Employee Benefits, Microsoft Excel, Insurance
Education
Capilano University 2003 — 2005
Carson Graham Secondary
HSBC Commercial Banking May 2014 - Present
MAS July 2011 - April 2014
Unilever May 2009 - August 2009
HSBC Commercial Banking June 2008 - August 2008
Leo Burnett Solutions Inc April 2007 - August 2007
Skills
PowerPoint, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Qualitative Research, Editing, Event Planning, Research, Community Outreach, Nonprofits, Facebook, Public Relations, Fundraising, SPSS, Photoshop, Microsoft Word, Social Networking, InDesign
Education
Hamilton College 2007 — 2011
Bachelor’s Degree, Pure Mathematics, Mandarin Chinese, Economics, Honours
C.M.S Ladies' College 1992 — 2006
High School
HSBC Commercial Banking May 2014 - Present
JPMorgan Chase November 2008 - May 2014
Skills
International Banking..., Foreign Exchange, Global Cash Management, Cross Border Credit, Trade Finance, Finance, Credit, Financial Modeling, Small Business Lending, Business Development, Emerging Markets, Cash Management, Commercial Banking, FX Options, Management, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance and Financial Management Services
Bank of America Merrill Lynch July 2015 - Present
HSBC Commercial Banking April 2012 - June 2015
Wells Fargo - Business Banking Group February 2008 - April 2012
City National Bank - Commercial Banking Services January 2006 - February 2008
First National Bank of Omaha - Consumer Bank February 2004 - December 2005
Skills
Commercial Banking, Credit, Loans, Banking, Underwriting, Relationship Management, Cash Flow Lending, Commercial Lending, Financial Risk, Portfolio Management, Loan Origination, Small Business Lending, Treasury Management, Credit Analysis, Cash Management, Strategic Financial..., Lines Of Credit, Cross Selling, Mergers & Acquisitions, Financial Planning
Education
Creighton University's Heider College of Business
Bachelors of Science, MIS Finance
Palma High School
HSBC Commercial Banking January 2015 - Present
HSBC Retail Banking and Wealth Management September 2013 - December 2014
Mandarin Restaurants Corporation October 2012 - December 2013
Certa Q Marketing Inc. July 2013 - August 2013
TNI The Network Inc. May 2011 - July 2011
AIESEC Canada September 2010 - April 2011
Mac Investment Club September 2010 - April 2011
Student Walk Home Assistance Team September 2010 - April 2011
Ontario Public Research Group July 2010 - April 2011
AIESEC Canada January 2010 - September 2010
Skills
Customer Service, Cantonese, Microsoft Word, Microsoft Excel
Education
McMaster University 2008 — 2012
Bachelor of Commerce (BCom)
Oakville Trafalgar High School 2004 — 2008
HSBC Commercial Banking December 2014 - Present
HSBC Commercial Banking March 2014 - December 2014
BNY Mellon Wealth Management May 2013 - March 2014
HSBC Private Bank June 2011 - May 2013
Citi May 2005 - June 2011
Skills
Private Banking, Wealth Management, Investments, Series 63, Customer Service, Equities, KYC, Banking, Mutual Funds, Bloomberg, Microsoft Excel, Series 6, Law Firm Administration, Series 7, Portfolio Management
Education
California State University-Los Angeles
Bachelors
Real estate construction firm February 2014 - Present
HSBC Commercial Banking May 2013 - February 2014
HSBC Commercial Banking December 2011 - May 2013
HSBC September 2010 - January 2012
Statistics Canada 2011 - 2011
Skills
Supervised, Accounting, Commercial Banking, Financial Analysis, Problem Solving, Customer Relations, Credit, Process Improvement, Analysis, Team Building, Team Leadership, Banking, Credit Analysis
Education
Concordia University 2003 — 2007
Bachelor, Accountancy
HSBC Commercial Banking August 2014 - Present
HSBC March 2014 - August 2014
HSBC March 2012 - March 2014
HSBC July 2011 - March 2012
Canisius College June 2010 - July 2011
Canisius College September 2009 - May 2010
InSite Realty Inc May 2007 - August 2008
Skills
Fundraising, Budgets, Research, Program Management, Microsoft Excel, Banking, Financial Modeling, Leadership, PowerPoint
Education
Canisius College 2009 — 2011
Masters of Business Administration, Finance
Canisius College 2005 — 2009
Bachelor of Science, Biochemistry
HSBC Commercial Banking April 2014 - Present
Santander US July 2012 - Present
. January 2006 - 2012
Skills
Commercial Lending, Small Business Lending, Strategic Financial..., Sales Management, Coaching, Loans, Mortgage Lending, Banking, Commercial Banking, Credit, Credit Analysis, Lines Of Credit, Retail Banking, Cash Management, Commercial Mortgages, Treasury Management, Portfolio Management, Consumer Lending, SBA, Cross Selling, Loan Origination, Relationship Management, Mortgage Banking, Finance, Asset Based Lending, Financial Analysis, Credit Risk, Underwriting, Financial Services, Investments, Merchant Services, Financial Structuring, Small Business, Risk Management, FHA, Executive Management, Asset Management
Education
Centenary College
MBA, Business Administration Management
Monmouth University
Social Sciences
Thomas Edison State College
Bachelor's degree, Economics
HSBC Commercial Banking May 2015 - Present
HSBC Commercial Banking June 2014 - May 2015
HSBC Bank Canada July 2013 - June 2014
TD Canada Trust February 2011 - October 2012
TD Bank Group May 2012 - August 2012
Canada Running Series September 2010 - September 2010
TDSB June 2007 - July 2009
City of Toronto February 2009 - March 2009
Education
York University - Schulich School of Business 2009 — 2013
International Bachelor of Business Administration (iBBA), Finance & Strategic Management
EDHEC Business School 2012 — 2012
International Exchange, Finance and Economics
Université du Québec à Trois-Rivières 2010 — 2010
French Immersion, Ecole Internationale de Francais
Bank Leumi USA September 2011 - Present
HSBC Commercial Banking June 2001 - September 2011
CIT June 1982 - June 2001
Household Finance June 1980 - June 1982
Skills
Credit Analysis, Commercial Banking, Loans, Management, Mentoring, Networking, New Business Development, Factoring, Corporate Finance, International Banking..., Coaching, Cross Selling, Employer Branding, Credit, Asset Based Lending, Middle Market, Portfolio Management, Commercial Lending, Finance, Mergers & Acquisitions, Banking, Cash Flow Lending, Small Business Lending, Credit Risk, Leadership, Financial Analysis, Financial Services, Relationship Management, Cash Management, Structured Finance, Commercial Finance, Financial Risk, Treasury Management, Trade Finance, Retail Banking, Underwriting, Capital Markets, Loan Origination, Lines Of Credit, Mortgage Lending, Risk Management, Consumer Lending, Funding, Credit Cards, Commercial Mortgages, Investment Banking, Syndications, Executive Management, Investments, Private Banking
Education
Adelphi University 1982 — 1986
MBA, Finance and Financial Management Services
Queens College 1976 — 1980
BS, Accounting/Economics
Nazareth Regional High School 1972 — 1976
High School, Accounting/Economics, Honors Program
HSBC Commercial Banking April 2012 - Present
Bank of America July 2010 - April 2012
JPMorgan Chase August 2005 - July 2010
SNG Inc. January 2002 - August 2005
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit, Trade Finance, Credit Risk, Relationship Management, Treasury Management, Financial Analysis, Management, Portfolio Management, Business Development, Sales Management, Commercial Real Estate, Risk Management, Financial Reporting, Accounting, International Business, International Sales, Loans, Banking, FX trading, Project Management, International Trade, AML, KYC, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte Canada August 2015 - Present
Freelance April 2012 - Present
HSBC Commercial Banking April 2014 - May 2015
Rogers Communications December 2012 - March 2014
Simply H2O Distribution November 2009 - May 2011
U-Haul International, Inc. September 2008 - November 2009
Skills
Risk Analysis, Business Analysis, Financial Analysis, Commercial Real Estate..., Business Strategy, Business Management
Education
Beedie School of Business at Simon Fraser University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch Business BankerJPMorgan Chase2009 - 2010
HSBC Commercial Banking 2008 - 2009
HSBC Commercial Banking 2002 - 2008
JPMorgan Chase 2001 - 2002
Prudential Financial 1999 - 2001
Skills
Portfolio Management, Credit
Education
New York University 2007 — 2008
CFP
City University of New York-Baruch College 1996 — 2001
Bachelor of Arts (BA)
First Advisory Group July 2014 - August 2015
HSBC Private Bank July 2012 - June 2014
Barclays Wealth December 2011 - July 2012
HSBC Commercial Banking December 2009 - April 2011
HSBC September 2007 - December 2009
Skills
Private Banking, Estate Administration, Trust Management, Probate Services, Compliance, Wealth Management, Due Diligence, Investments, Management, Banking, Financial Services
Education
Society of Trust and Estate Practitioners
Certificate in International Trust Management
British Columbia Institute of Technology
School of Business, Human Resources Management
Capilano University
Applied Business Technology, Certificate of Administrative Fundamental, Honor Roll
Capilano University
Paralegal, Faculty of Business and Professional Studies
Simon Fraser University
Bachelor of Arts (B.A.), Psychology
IDB Bank October 2009 - Present
HSBC Commercial Banking January 2001 - October 2009
Congress Financial Corp 1997 - 2000
Education
Brooklyn College
Bachelor of Science (BS), Accounting
PS 276
HSBC Commercial Banking May 2014 - Present
HSBC Securities April 2010 - May 2014
Merrill Lynch August 2007 - April 2010
Skills
Series 7, Series 63, Life Insurance, Credit Analysis, Financial Analysis, Corporate Finance, Equity Research, Portfolio Management, Investments, Finance, Mutual Funds, Banking, Credit, Loans, Risk Management, Financial Risk, Wealth Management, Financial Services, Financial Planning, Microsoft Office, Microsoft Excel, Credit Risk, Microsoft Word
Education
Canisius College 2012 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
SUNY at Buffalo 2001 — 2008
Bachelor's degree, Psychology
HSBC Commercial Banking June 2014 - Present
BMO Bank of Montreal April 2011 - September 2013
BMO October 2006 - April 2011
BMO January 2003 - October 2006
Education
McGill University 2001 — 2002
Graduate certificate in treasury & finance, Finance
Université du Québec a Montréal 1997 — 2001
Bachelor, Finance
Crown Data Systems April 2015 - Present
Time Warner Cable December 2013 - January 2015
HSBC Commercial Banking November 2011 - November 2013
Computers For Children October 2010 - September 2011
Newbrook Machine Corporation / Excelco January 2009 - June 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Technical Support, Training, HFC Networks, Telecommunications, Computer Hardware, Active Directory, Microsoft Windows Server, Visual Basic .NET, Networking, Troubleshooting
Education
ITT Technical Institute-Getzville 2005 — 2010
Associate's Degree, Computer Science, 3.4
HSBC Commercial Banking March 2012 - Present
Greystone Consulting 2012 - 2012
Education
Binghamton University - School of Management 2008 — 2011
Bachelor of Science (BS), Accounting
BankUnited, NA June 2015 - Present
BankUnited June 2015 - Present
HSBC Commercial Banking January 2009 - May 2015
Citibank, NA December 1998 - January 2009
Skills
Commercial Banking, Commercial Lending, Relationship Management, Underwriting, Cash Management, Risk Management, Banking, Finance, Financial Services, Loans, Credit, Portfolio Management, Credit Risk, Credit Analysis, Financial Analysis, Financial Risk, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending
Education
University of Miami 1995 — 1998
Master's Degree, International/Global Studies
Florida International University 1988 — 1992
Bachelor’s Degree, Economics
HSBC Commercial Banking April 2012 - Present
Skills
Banking, Financial Analysis, Leadership, Risk Management
Education
California Institute of the Arts 2000 — 2004
Bachelor of Fine Arts (B.F.A.)
HSBC Commercial Banking Lieutenant Colonel
Education
Angelo State University 1984 — 1986
Bachelor’s Degree, Business Management
HSBC Commercial Banking 2009 - Present
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 1988 — 1990
MBA, Finance, General
Alfred University 1984 — 1988
Bachelor of Science (B.S.)