HSBC Global Banking and Markets
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HSBC Global Banking and Markets Employees
Something Blue October 2014 - Present
HSBC Global Banking and Markets July 2014 - August 2014
Grace Financial June 2014 - July 2014
Starbucks July 2011 - August 2011
Youth With A Mission June 2011 - July 2011
RTHK June 2010 - August 2010
Skills
Sustainability, Community Outreach, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Leadership, Research, Photoshop, Nonprofits, Social Networking
Education
Claremont McKenna College 2013 — 2017
Bachelor's Degree, Computer Science/Philosophy, 10.75
Hong Kong International School 2002 — 2014
High School Diploma
HSBC Global Banking and Markets September 2014 - Present
Barclays Bank May 2008 - December 2013
Bank of America -US Trust October 2006 - May 2008
Ernst & Young LLP 2004 - 2006
Deutsche Bank 1993 - 2004
Skills
Operational Risk, Risk Management, Fixed Income, Equities, Internal Audit, Risk Assessment, Commodity, Prime Brokerage, Emerging Markets, Management, Financial Risk, Operational Risk..., Enterprise Risk..., Investment Banking, Derivatives, Capital Markets, Banking, Business Analysis, Wealth Management, Sarbanes-Oxley Act, Financial Services, AML, Business Transformation, Credit Risk, Internal Controls, Market Risk, Sarbanes-Oxley, Anti Money Laundering
Education
City University of New York
HSBC Global Banking and Markets January 2015 - Present
Espirito Santo Investment Bank June 2014 - December 2014
Citi January 2014 - June 2014
Banco Santander June 2013 - August 2013
Fitch Ratings July 2011 - December 2011
Fitch Ratings July 2010 - July 2010
Education
Boston University 2012 — 2013
MS in Mathematical Finance
The University of British Columbia 2012 — 2012
Exchange Semester, Mathematics, Economics and Computer Science
Seoul National University 2009 — 2009
Exchange Semester, Economics
Universitat Pompeu Fabra 2007 — 2011
BA in Economics, Quantitative Analysis (MQA)
Wells Fargo Home Mortgage September 2010 - Present
FIRST MARINER January 2010 - September 2010
HSBC Global Banking and Markets March 2004 - May 2006
Carteret Mortgage January 2001 - December 2003
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Residential Mortgages, Banking, FHA, Consumer Lending, Underwriting, Credit Risk, Outlook, Retail Banking
Education
Alfred State College - SUNY College of Technology 1991 — 1993
Business Administration and Management, General
Clark Scientific LLC May 2015 - July 2015
HSBC Global Banking and Markets May 2011 - July 2014
Skills
SPSS, R, MySQL, Data Mining, Data Analysis, Tableau, Financial Analysis, Spotfire, Derivatives, Business English, NCFM Certified, Banking, Soft Skills, Market Research, Business Development, Marketing, Microsoft Excel
Education
Clarkson University 2014 — 2015
Master's degree, Data Analytics
Alliance University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Dr. M.G.R University, Chennai 2005 — 2009
Bachelor in Technology, computer science
Greysteel August 2015 - Present
Urban Planning and Architectural Design Institute of Fudan University January 2015 - February 2015
HSBC Global Banking and Markets July 2014 - August 2014
KPMG China July 2013 - August 2013
Bryn Mawr College Dining Services January 2013 - May 2013
Skills
Mandarin, Cantonese, Event Planning, Data Analysis, Statistics, Microsoft Office, Research, ArcGIS, AutoCAD, SketchUp
Education
Bryn Mawr College 2012 — 2016
Growth and Structure of Cities, Economics
HafenCity Universität 2015 — 2015
City/Urban, Community and Regional Planning
Affiliated High School of South China Normal University 2009 — 2012
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
The Wharton School August 2014 - Present
HSBC Global Banking and Markets June 2015 - August 2015
FCC September 2013 - July 2014
FCC Industrial January 2011 - August 2013
Skills
Microsoft Office, Business Strategy, AutoCAD, Financial Modeling, Spanish, Corporate Finance, English, Microsoft Excel, Engineering, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Universitat d'Alacant 2008 — 2010
Master of Science (M.Sc.), Civil Engineering
Northumbria University 2010 — 2010
Erasmus Exchange Scholarship, Civil Engineering
Universidad Politécnica de Cartagena 2005 — 2008
Bachelor of Science (B.Sc.), Civil Engineering
HSBC Global Banking and Markets June 2015 - Present
Qube-4D June 2014 - September 2014
Wall Street Prep August 2014 - August 2014
McGill University July 2014 - July 2014
TMX Montreal Exchange February 2014 - April 2014
Groupe Dynamite May 2011 - August 2013
Education
McGill University 2012 — 2015
Bachelor of Commerce (BCom), Finance, General
IE Business School
Bachelor of Commerce (B.Com.), Finance, General
CEGEP - John Abbott College 2010 — 2012
Diploma of College Studies (DCS/DEC), Business/Commerce, General
Collège Notre-Dame 2006 — 2010
High School
HSBC Global Banking and Markets June 2015 - Present
Saint Michael's College July 2014 - September 2014
Rhode Island State Government: Department of Administration May 2013 - August 2013
Luigi's Restaurant & Gourmet Express October 2009 - August 2013
Embassy of Egypt: Economic and Commercial Office August 2012 - December 2012
Rhode Island Public Defender May 2012 - August 2012
Skills
Spanish, Quantitative Analytics, Research, Writing, Reporting & Analysis, Organizational..., Leadership Development, Efficiency, Customer Service, Policy Analysis, Data Analysis, Competitive Analysis, Market Analysis, PowerPoint, Microsoft Excel, Microsoft Office
Education
Saint Michael's College 2011 — 2015
Bachelor of Arts (BA), Economics, 4.0 in major, 3.92 overall
Universidad del Salvador 2014 — 2014
IFSA Butler University's Argentine Universities Program, Spanish Language and Literature
American University 2012 — 2012
American University's Washington Semester Program, International Law and Organizations
HSBC Global Banking and Markets January 2014 - Present
HSBC July 2012 - December 2013
HSBC February 2012 - June 2012
HSBC September 2011 - January 2012
HSBC June 2010 - August 2010
Skills
Excel modeling, Cfa level 2 candidate, PowerPoint, Languages, Microsoft Excel, Bloomberg, Valuation, Financial Analysis, Investments, Corporate Finance, Investment Banking
Education
Boston University - School of Management 2007 — 2011
BS, Finance & Accounting, 3.73
Fashion Institute of Technology 2008 — 2008
non-degree, Fashion Illustration Drawing
HSBC Global Banking and Markets May 2014 - July 2014
AXA June 2013 - July 2013
Ernst & Young June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Translation, Intercultural..., Mandarin, English, Social Media, Intermediate Accounting, Financial Accounting, Cost Accounting, Teamwork, Volunteer Management, Auditing, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science (MS), Accounting
Boston College 2011 — 2015
Bachelor of Science (BS), Accounting, Finance
High School Affiliated to Fudan University 2008 — 2011
High School, 3.9
UCSF - UC Hastings Consortium February 2014 - July 2014
# Nonprofits in Beijing September 2005 - June 2011
Golden State Environment Corporation 2008 - 2009
Oak Pacific Interactive (holding company of renren.com) October 2005 - September 2008
Legal Aid Society of San Mateo County September 2002 - August 2004
Wilson Sonsini Goodrich and Rosati August 2000 - August 2002
HSBC Global Banking and Markets August 1993 - July 1994
Skills
Fundraising, Nonprofits, Start-ups, Corporate Law, Capital Markets, Venture Capital, Mergers & Acquisitions, Greater China, Public Policy, Grant Writing, Corporate Governance
Education
Harvard Kennedy School of Government 2011 — 2013
Master's Degree, Concentration in Management and Decision Sciences
The University of Hong Kong 2004 — 2005
Masters in International Public Affairs, Graduated with Distinction
University of San Francisco School of Law 1996 — 1999
J.D., Graduated with Honors
Boston University 1989 — 1993
Bachelor's Degree, International Relations
HSBC Global Banking and Markets September 2014 - Present
HSBC Securities November 2011 - September 2014
HSBC Global Banking and Markets August 2011 - November 2011
Skills
Trading Systems, SQL, Unix, Linux, Electronic Trading, VBA, Perl, Java, Oracle, Eclipse, MySQL, Windows, Sybase, PL/SQL, Databases, Microsoft Office, Data Analysis, Microsoft Excel
Education
Bucknell University 2007 — 2011
BA, Computer Science
LDM Global September 2013 - Present
Sprint Technologies February 2007 - September 2013
CitiGroup Institutional Investment Bank 1987 - 1994
HSBC Global Banking and Markets 1984 - 1987
Skills
Management, Sales, SaaS, Project Management, Document Management, Cloud Computing, Strategy, Account Management, Business Relationship..., Business Planning, Business Process...
Education
Loyola Marymount University 1992 — 1994
Master of Arts (MA), Education
California State University-Los Angeles 1988 — 1990
Bachelor of Science (BS), Business/Finance
Pasadena City College 1981 — 1983
Associate of Arts (A.A.)
SPHS
HSBC Global Banking and Markets June 2015 - Present
Kaplan Test Prep July 2013 - Present
Alpha Kappa Psi Nu Chapter May 2014 - May 2015
Timbercreek Asset Management July 2014 - August 2014
Nu Chapter Consulting Group June 2013 - May 2014
Self-Employed June 2012 - August 2012
County of Santa Clara June 2011 - January 2012
Skills
Microsoft Office, Beginner HTML, Blogger, Microsoft OCR Software, iMovie, Research, Policy Analysis, Economics, Events Coordination, Film Criticism, Spanish
Education
Boston University 2012 — 2016
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Economics and Business Administration
Bellarmine College Preparatory 2008 — 2012
The Global Impact Investing Network May 2015 - August 2015
The World Bank January 2015 - May 2015
Tufts University 2014 - May 2015
HSBC Global Banking and Markets 2012 - 2014
ICICI Bank 2011 - 2012
UNICEF 2010 - 2010
CESR, Ministry of Rural Development, Govt. of India 2008 - 2008
Skills
Economic Research, Policy Analysis, Economic Development, BRIC economies, Macroeconomics, International Economics, Applied Econometrics, Reporting & Analysis, Economy, BRIC, FX trading, Financial Modeling, Stata, Time Series Analysis, Currency, Econometrics, Eviews
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master's Degree, Development Economics and International Business Relations
Harvard Business School 2015 — 2016
Harvard University, John F. Kennedy School of Government 2015 — 2016
Indira Gandhi Institute of Development Research 2009 — 2011
Master's Degree, Advanced Macroeconomics and International Trade
Delhi University 2006 — 2009
B.A.(Honors), Economics and Mathematics
Aimia Inc October 2000 - Present
Air Canada October 2000 - June 2009
HSBC Global Banking and Markets April 2004 - December 2004
CIBC July 1997 - December 2001
Skills
Training, Management, Process Improvement, Account Management, Customer Service, Customer Retention, Teamwork, Project Management, Microsoft Office, Project Planning, Microsoft Excel, Outlook, Event Management, Coaching, Microsoft Word, Policy, Public Speaking, Loyalty Programs, Cross-functional Team..., Customer Satisfaction, Photoshop, Store Management, Customer Experience, Call Centers, Direct Marketing, Customer Acquisition, Customer Engagement, Vendor Management, Team Leadership, Team Management, User Experience, Online Marketing, Market Research, Business Analysis, E-commerce, Brand Loyalty, Customer Analysis, Loyalty Marketing, Team Building, Contact Centers, Call Center Development, Time Management, Quality Assurance, Product Management, Program Management, Strategic Partnerships, Leadership, Social Networking, CRM, Sales
Education
British Columbia Institute of Technology
Network associate, Information Technology
Kwantlen Polytechnic University
Bachelor of Business Administration (B.B.A.)
International Business School,Brandeis University August 2014 - Present
Southwest Securities Corp., Ltd. July 2013 - June 2014
HSBC Global Banking and Markets March 2013 - June 2013
Duxin Auditing Firm December 2011 - February 2012
Skills
Project Management, Statistics, Accounting, Auditing, Corporate Finance, Risk Management, Financial Modeling, Budgets, Financial Analysis, Microsoft Office, Bloomberg, Valuation, Financial Reporting, Portfolio Management, Investments, VBA, Quantitative Finance, Econometrics, Performance Measurement, Data Analysis
Education
Brandeis University 2014 — 2016
Master of Arts (MA), International Economics and Finance
Monash University 2010 — 2012
Bachelor of Commerce (BCom), Accounting and Finance, 3.81/4.0( US WES assessment: 3.96/4.0)
HSBC Global Banking and Markets June 2015 - August 2015
Integral Derivatives December 2014 - May 2015
NWI Management May 2014 - December 2014
Hoyah Academy Academic Consulting Center June 2013 - July 2013
Chosun Biz Daily News June 2011 - August 2011
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor's Degree, Finance and Economics
Choate Rosemary Hall 2009 — 2012
High School
HSBC Global Banking and Markets August 2014 - Present
JP Morgan - Investment Bank July 2010 - February 2012
Ernst & Young - Financial Services September 2007 - July 2010
Ernst & Young - Financial Services June 2005 - August 2005
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance and Economics
Boston College 2003 — 2007
Bachelor of Science, Concentrations in Finance and Accounting
U.S. Bank April 2014 - Present
Safe Harbor Re October 2012 - April 2014
HSBC Global Banking and Markets April 2010 - November 2011
HSBC Global Banking and Markets January 2008 - April 2010
HSBC Global Banking and Markets September 2006 - January 2008
HSBC Global Banking and Markets January 2006 - September 2006
Skills
Financial Institutions, Sector Coverage, Capital Markets, Credit, DCM, Corporate Finance, Corporate Lending, Financial Analysis, Insurance, Investment Banking, Banking, Cash Management, Global Custody, Payments, FX, Interest Rate..., Structured Finance, Hedging, Syndications, Financial Markets, Corporate Treasury, Property & Casualty..., Annuities, Credit Risk, Equity Funding, Emerging Markets, Alternative Investments, International Business, Global Business..., Banking Relationships, Advisory, Deal Structuring, Asset Management, Asia, Middle East, Europe, Hedge Funds, Client Services, Commercial Banking, Client Relationship..., Financial Modeling, FIG, Client Development, Life Insurance, Wholesale Banking, Equity Capital Markets, Portfolio Management, Risk Management, Derivatives
Education
Boston University 2005 — 2006
Graduate Diploma, Banking & Financial Services
Central Connecticut State University 1993 — 1998
BS, Entreprenuership
Plainville Connecticut High School 1990 — 1993
Diploma
Digicel Group 2013 - 2013
Dell 2009 - 2013
Arka Servicios de recursos Humanos, S.A. 2008 - 2009
BDO Panama 2006 - 2008
HSBC Global Banking and Markets 2001 - 2001
Skills
Accounting, Accounts Receivable, Auditing, Analysis, Financial Statements, Budgets, Finance, Internal Audit, Tax, Spanish Translation, Financial Accounting, Banking, Customer Service, Financial Analysis, Human Resources, Knowledge Management, Team Leadership, Marketing, Oracle, Teamwork, Telecommunications, Public Relations, Financial Reporting, Process Improvement, Management
Education
Escola d' Estudis Superiors i Universitaris Formatic Barna 2014 — 2014
Master's degree, Public Relations, Advertising, and Applied Communication
Universidad del Istmo 2009 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Universidad de Panamá 2003 — 2007
Master's Degree, Accounting and Business/Management
CVS Health July 2015 - Present
Morgan Stanley March 2015 - June 2015
HSBC Global Banking and Markets April 2014 - June 2014
TIAA-CREF August 2013 - April 2014
The IA Center October 2006 - March 2014
NYC Health and Hospitals Corporation February 2013 - August 2013
Edison Group, Inc. October 2012 - November 2012
NYSERDA January 2012 - October 2012
Rudolf Steiner School February 2011 - November 2011
BlackRock 2008 - 2009
Skills
Brokerage, FINRA, Investments, Risk Management, Financial Analysis, Investment Banking, Equities, Portfolio Management, Capital Markets, Asset Managment, Strategic Planning, Financial Modeling, Fixed Income, Project Management, Software Development, Contract Management, Energy Efficiency, Sustainable Energy, SharePoint, Asset Management, Management, Program Management, CRM, Project Planning, Integration, Budgets, Analysis, Business Analysis, Software Documentation, Marketing, Vendor Management, SDLC, Business Transformation, Business Development, Start-ups, Consulting, Process Improvement, Change Management, Microsoft Excel, Data Analysis, Team Leadership, Team Management, Requirements Analysis, Market Research, Financial Services, Banking, Business Intelligence, Leadership, Training, PeopleSoft
Education
Post University 2008 — 2010
BS, Finance
City University of New York 2005 — 2007
AA, Business Management
Murry Begtraum High School 2003 — 2006
High School Diploma, Computer Science
Sunera LLC December 2014 - Present
HSBC Global Banking and Markets July 2014 - November 2014
Deloitte & Touche August 2008 - July 2014
Get Munch LLC August 2007 - January 2011
UBS Wealth Management January 2007 - January 2007
Skills
Project Management, PMP, Enterprise Risk..., Wealth Management, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Entrepreneurship, Business Process..., Microsoft Office, Start-ups, Financial Services, Management
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (BS)
University of Nottingham 2007 — 2008
Study Abroad
HSBC Global Banking and Markets June 2014 - Present
Citi June 2011 - June 2014
First Niagara Bank January 2011 - May 2011
Skills
Financial Risk, Credit Risk, Portfolio Management, Financial Modeling, Credit Analysis, Fixed Income, Banking, Credit, Derivatives, Bloomberg, Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Equities, Loans, Risk Management
Education
Canisius College 2007 — 2011
Bachelor of Science (BS), Finance, General
Allianz Global Investors August 2015 - Present
HSBC Global Banking and Markets February 2015 - August 2015
HSBC Global Banking and Markets October 2013 - February 2015
Citi February 2012 - October 2013
Citi August 2011 - February 2012
Citi August 2008 - August 2011
Citi October 2007 - August 2008
Citi August 2006 - September 2007
Build Know How November 2005 - July 2006
DecisionPoint Consulting January 2004 - October 2005
Skills
Strategic Partnerships, Analytics, Marketing Research, Microsoft Office, SAS/SQL, JMP, Data Quality, Data Analysis, Segmentation, SAS programming, Strategic Thinking, Enterprise Architecture, Analysis, Data Governance, Market Research, Business Intelligence, Strategy, Six Sigma, Portfolio Management, Business Analysis, CRM, Marketing, Financial Services, Pricing, Banking, SAS, Competitive Analysis, Retail Banking, SAS Programming, Project Management, Management, Leadership, Cross-functional Team..., Consulting
Education
The University of Akron 2002 — 2003
MBA, Global Sales Management
Academia de Studii Economice din București 1997 — 2001
Bachelors, Business Administration
Ion Creanga High School, Bucharest, Romania 1993 — 1997
High School, Computer Programming
UNC Charlotte August 2015 - Present
HSBC Global Banking and Markets September 2012 - May 2014
Skills
Java, JSP, PL/SQL, HTML, C, CSS, Android Development, Python, C++, Core Java, Algorithms, Oracle Database, MySQL, Android, JavaScript
Education
University of North Carolina at Charlotte 2014 — 2015
Master's Degree, Computer Science, 3.375
Dr. D.Y. Patil Pratishthan's Padmashree Dr. D.Y.Patil Institute Of Engineering and Technology 2008 — 2012
Bachelor's Degree, Computer Engineering, First Class
HSBC Global Banking and Markets November 2014 - February 2015
Portuguese Club of Vancouver 2011 - 2013
Banco do Brasil 2009 - 2011
Incepa Revestimentos Cerâmicos Ltda 2007 - 2008
Skills
Management, Analysis, Time Management, Sales, Customer Service, Teamwork, Accounting, Team Leadership, Negotiation, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Administration
Education
British Columbia Institute of Technology 2014 — 2015
Management Certificate in International Trade and Logistics Transportation
FAE Centro Universitário 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
HSBC Global Banking and Markets December 2013 - January 2015
Credit Suisse November 2012 - June 2013
Citi April 2011 - May 2011
Bank of America/Merrill Lynch August 2007 - September 2010
UBS Investment Bank October 2003 - May 2006
Goldman Sachs November 2000 - October 2002
KPMG January 1999 - September 1999
Barclays Capital August 1988 - November 1996
Skills
Fixed Income, Equities, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Capital Markets, Trading, FX Options, Options, Alternative Investments, Valuation, Investments, Analysis, Accounting, Equity Derivatives, Bonds, Account Reconciliation, Swaps, Commodity, Financial Services, Credit Derivatives
Education
New York University 2012 — 2014
B.S, Business Administration, Management and Operations
Pace University 2008 — 2008
Finance and Financial Management Services
Borough of Manhattan Community College 1994 — 1997
Liberal Arts and Sciences/Finance
NEW YORK INSTITUTE OF TECHNOLOGY 1990 — 1991
Electromechanical Technology/Electromechanical Engineering Technology
HSBC Global Banking and Markets June 2015 - August 2015
Fu Wah International Group Company Ltd February 2014 - April 2014
Deloitte September 2011 - April 2013
Skills
Financial Accounting, Financial Analysis, Capital Budgeting, Interest Rate Swaps, Crystal Ball, Auditing, Internal Controls, Team-oriented, Communication Skills, Time Management, Keen Listener, Cooperative, Leadership, Analysis, Finance, Teamwork, Microsoft Excel, Accounting, Communication, SAS E-Miner, Tableau
Education
The George Washington University - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance, GPA 3.92/4.00
Beijing Foreign Studies University 2007 — 2011
Bachelor of Economics, International Trade and Business, GPA 3.62/4.00
HSBC Global Banking and Markets November 2014 - Present
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Bloomberg, Corporate Finance, Mandarin, Financial Accounting, Economics, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Access, SQL, Python, Excel VBA, Banking, Data Analysis, Microsoft Word, Accounting, Matlab, C++, Quantitative Analytics, QuickBooks, VBA
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Southwestern University of Finance and Economics 2011 — 2012
Bachelor of Business Administration (BBA), Finance, General
HSBC Global Banking and Markets June 2014 - February 2015
CREST-ENSAE October 2013 - June 2014
42 Capital July 2013 - September 2013
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master of Financial Engineering, Financial Engineering
Ecole nationale de la Statistique et de l'Administration économique 2012 — 2016
Master of Science (MSc), Applied Mathematics and Economics
Lycée Chateaubriand, Rennes 2010 — 2012
Classe préparatoire MP, Fundamental Mathematics, Physics and Engineering Science
Lycée Saint-Charles, Saint-Brieuc 2007 — 2010
Baccalauréat, Scientific high school
HSBC Global Banking and Markets February 2015 - Present
HSBC Global Banking and Markets September 2014 - March 2015
HSBC Securities June 2008 - August 2014
Skills
Active Directory, IT Strategy, Requirements Analysis, Microsoft Office, Disaster Recovery, Windows Server, Troubleshooting, Technical Support, Microsoft SQL Server, Networking, SQL, System Administration, IT Management, Windows 7, Unix, C++, Linux, Servers, Vendor Management, Business Analysis, Windows
Education
Polytechnic University 2006 — 2008
Master of Science (M.Sc.), Electrical, Electronics and Communications Engineering
American University College of Science and Technology 2001 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
HSBC Global Banking and Markets November 2014 - Present
BMO Capital Markets January 2014 - October 2014
Citi September 2012 - August 2013
ICICI Bank Of Canada June 2011 - June 2012
Harris, Sheaffer LLP December 2010 - April 2011
Albano International Inc. June 2010 - September 2010
CIBC February 2008 - June 2010
Skills
Strong Analytical and..., Foreign Exchange, Conflict Resolution, Self Starter and a Team..., Interpersonal skills, Focused and Result..., Account and Financial..., Customer Service, Microsoft Office, Administrative..., Invoicing, Spreadsheets, Office Management, Analysis, Social Skills, CRM, Time Management, Management, Banking, Credit, Finance, Investments, Retail Banking, Relationship Management, Financial Services
Education
CDI College 2007 — 2008
Banking and Finance
Thornlea Secondary School
University of Toronto at Scarborough
Business, Management, Marketing, and Related Support Services
HSBC Global Banking and Markets 2014 - 2015
UNIBANCO August 2011 - August 2012
RBC 2003 - 2010
Banco Popular North America October 2000 - July 2003
Skills
Proficient in Microsoft..., Asset Allocation Models, Internet Explorer, Bloomberg Terminal, QuickBooks, Bilingual Proficiency, Writing, Customer Retention, Customer Engagement, Banking, Loans, Conceptual Modeling, Credit, Wealth Management, AML, Operational Risk, Commercial Banking, Portfolio Management, Risk Management, KYC, Financial Risk, Credit Analysis, Retail Banking, Investments, Anti Money Laundering
Education
American Junior College
Universidad de Las Américas (EC)
HSBC Global Banking and Markets November 2014 - Present
Commerzbank AG February 2005 - September 2014
TD Waterhouse June 1998 - February 2005
CIBC World Markets October 1993 - June 1998
Skills
International Corporate..., Domestic Corporate..., International Dividends..., Domestic Dividends..., Knowledge of Excel and..., Banking, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Banking, Risk Management, Financial Services, Securities
Education
Iona College 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 1987 — 1989
Associate's degree, Accounting
HSBC Global Banking and Markets October 2014 - Present
FDM Group May 2014 - Present
Baruch college - Weissman Associate Dean's Office June 2013 - August 2013
Stony Brook European Languages Department August 2010 - December 2010
Stony Brook University Uniti Cultural Center August 2009 - May 2010
Skills
Photoshop, Microsoft Word, Microsoft Excel, Dreamweaver, IBM Rational System..., HTML & CSS, PowerPoint, SQL, Teamwork, SDLC, Scrum, ITIL, Time Management
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Computer and Information Systems, Senior
State University of New York at Stony Brook 2009 — 2010
Bachelor of Business Administration (BBA), Business Administration & Sociology
Shoppers Drug Mart July 2015 - Present
HSBC Global Banking and Markets September 2013 - May 2014
Tesco PLC 2009 - 2013
Skills
Store Management
Education
Anglia Ruskin University
Bachelor's degree, Accounting
Alexandra College Colombo
Zahira College Colombo
HSBC 2014 - Present
HSBC Securities 2009 - 2014
HSBC Global Banking and Markets 2006 - 2009
HSBC Global Banking and Markets 2001 - 2006
Bank of America 1996 - 2001
Sumitomo Mitsui Banking Corporation 1996 - 1996
JPM Chase 1994 - 1996
Skills
Credit Analysis, Credit Risk, Credit, Banking, Team Management, Finance, Financial Analysis, Financial Modeling, Team Leadership, Cash Flow, Commercial Banking, Loans, High Yield, Personal Development, Customer Relations, Personnel Development, Project Management, Stakeholder Engagement, Stakeholder Management, Coaching
Education
Binghamton University - School of Management 1990 — 1994
Townsend Harris High School 1986 — 1990
HSBC Global Banking and Markets August 2015 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Barclays Investment Bank July 2013 - July 2013
KPMG Italy July 2012 - August 2012
Skills
Financial Modeling, Valuation, PowerPoint, Management, Investment Banking, Financial Analysis, Corporate Finance, Research, Equities, Bloomberg, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Cum Laude
HSBC Global Banking and Markets August 2013 - Present
HSBC Global Banking and Markets October 2009 - August 2013
HSBC Global Banking and Markets October 2007 - September 2009
HSBC Global Banking and Markets April 2005 - September 2007
HSBC August 2003 - April 2005
Nittany Decision services April 2003 - July 2003
Skills
Equity Research, Equity Valuation, Telecommunication..., Team Management, Performance Management, Financial Modeling, Report Writing, Valuation, Equities, Management, Telecommunications, Portfolio Management, Financial Analysis, Investment Banking
Education
Indian Institute of Planning and Management 2001 — 2003
MBA, Marketing and Finance
Bangalore University 1998 — 2001
Bachelor of Business Management, Finance
Vijaya college - Karnataka PUC Board 1996 — 1998
Pre University Course, Accounting
HSBC Global Banking and Markets June 2012 - Present
Barclays Capital 2004 - 2011
Bank of America Merrill Lynch 1995 - 2003
Lehman Brothers 1984 - 1994
Manufacturers Hanover Trust 1983 - 1984
Skills
Fixed Income, Investments, Capital Markets, Credit, Finance, Banking, Investment Banking, Hedge Funds, Sales, Structured Products, Derivatives, Management, Bonds, Structured Finance, Sales Management, Foreign Exchange, Interest Rates, Client Relationship..., Asset Management, Equities
Education
Clark University 1979 — 1983
Bachelor’s Degree, Economics & International Relations
Lincoln-Sudbury Regional High School 1974 — 1979
High School
Legal Service for the Elderly, Disabled or Disadvantaged of W.N.Y April 2014 - Present
Towne Gardens, LLC September 2013 - April 2014
Us Off Track July 2012 - September 2013
Home Depot March 2011 - July 2012
Educational Opportunity Center January 2012 - March 2012
HSBC Global Banking and Markets May 2009 - February 2010
Bank of America February 2008 - May 2009
M&T Bank January 2007 - January 2008
NYC Off Track Betting February 2003 - August 2006
Schur Management Company Ltd August 1998 - February 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription..., Medicaid, Medicaid Managed Care
Education
Bryant & Stratton College 2010 — 2012
Associate’s Degree, Business Administration and Management, General, 3.75 GPA
Bronx Leadership Academy 1999 — 2000
High School, General, Dean LIst
HSBC Global Banking and Markets July 2015 - Present
CHARGED.fm February 2012 - Present
UFCW Local 888 January 2009 - January 2011
Residential Home Funding January 2006 - January 2009
Skills
Lotus Notes, Outlook
Education
Berkeley College
Business Administration, Business Administration and Management, General, 4.0 GPA
HSBC Global Banking and Markets October 2014 - Present
University of Cincinnati August 2013 - July 2014
GDF SUEZ Trading December 2012 - June 2013
BNP Paribas May 2012 - November 2012
Mazars January 2012 - April 2012
CIC June 2011 - August 2011
Skills
Windows, Access, VBA, Microsoft Excel, Financial Reporting, Economics, Accounting, Reuters, English, Espagnol, Passed level I of the..., Microsoft Office, Trading, Produits dérivés, Français
Education
CFA Program 2015 — 2015
Passed level I of the CFA Program
University of Cincinnati 2013 — 2014
Master of Business Administration (MBA), Investments Management
Audencia Nantes Ecole de Management 2010 — 2014
Master's degree
HSBC Global Banking and Markets January 2015 - February 2015
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
西南财经大学
HSBC Global Banking and Markets June 2014 - Present
Owens Corning October 2010 - January 2013
Owens Corning June 2009 - October 2010
Owens Corning June 2008 - June 2009
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS)
Brigham Young University
B.S.
National University of Singapore
Certificate
HSBC Global Banking and Markets January 2010 - Present
HSBC October 2004 - December 2010
Goldman Sachs October 2003 - October 2004
Prudential Financial November 2002 - October 2003
AT&T October 1998 - October 2001
Skills
Software Development, Project Management, Outsourcing, Management, Fixed Income, Software Project..., Team Management, Testing, Oracle, Technology Management, Sybase, SDLC, Leadership, PL/SQL, Databases, Unix, Financial Risk, Trading Systems, Portfolio Management, Analytics, Finance, Information Technology, User Acceptance Testing, Business Analysis, Requirements Analysis, Risk Management, Data Warehousing, Project Management..., Regulatory Projects, Database Modeling, Web Technologies, Credit Risk, Counterparty Risk, CCAR, Basel III, Business Process, Vendor Management, Agile Methodologies, Change Management, IT Strategy, Project Delivery, Investment Banking, Financial Services, Governance, Strategy, Enterprise Software, Analysis
Education
Stevens Institute of Technology 2006 — 2009
Master's Degree, Business, Management, Marketing, and Related Support Services, Global Innovation Management
Stevens Institute of Technology 2006 — 2007
Master's degree, Technology Management
Project Management Institute 2006 — 2006
PMP, Project Management
University of Atlanta 2003 — 2005
Master's Degree, Computer Science
St. Gabriel's Academy
HSBC Global Banking and Markets June 2015 - August 2015
Standard Chartered Bank July 2014 - August 2014
HSBC Global Banking and Markets July 2013 - August 2013
JunYeJiYuan Trading Co., LTD November 2011 - April 2012
Shaw Hospitality Carpet February 2011 - April 2011
Grosse Ile Islander Newspaper September 2010 - January 2011
Skills
Chinese, French, Chinese culture, Social Networking, French to English, Ballroom Dance, Microsoft Office, SAS Programming, Bloomberg, Microsoft Excel, Leadership
Education
Boston University - School of Management 2012 — 2016
Bachelor's Degree, Finance
Boston University 2012 — 2016
Bachelor's Degree, Mathematics
Arin Sarkar April 2008 - Present
HSBC Global Banking and Markets November 2006 - April 2008
IBM Global Process Services October 2005 - November 2006
Skills
Facebook, Brochures, Flyers, Magazine Ads, CD covers, Photoshop, Graphics, Layout, Graphic Design, Business Cards, Posters, Banners, Catalogs, Online Advertising, Flash, Newsletters, Pre-press, Retouching, Corporate Branding, Web Design, Advertising, Social Media, Branding & Identity, Adobe Creative Suite, Marketing, Exhibition Stands, Sales, Image Manipulation
Education
American Public University System
Bachelor's in Accounting, Accounting, A
Arena
Diploma, Multi Media
Calcutta University
Bachelor in accounting
Carbide Capital Inc. June 2015 - Present
HSBC Global Banking and Markets June 2013 - August 2013
ChinaSoft May 2013 - June 2013
Skills
C++, Microsoft Office, R, Software Development, Databases, Financial Modeling, Research, English, Matlab, Java, C, Statistics, Equity Derivatives, VBA
Education
Stevens Institute of Technology 2014 — 2016
Master's degree, Financial Engineering, 3.95/4.00
Chongqing University 2010 — 2014
Bachelor of Science (BS), Computer Science, 3.3/4.0
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets March 2014 - May 2015
HSBC Global Banking and Markets March 2011 - March 2014
Goldman Sachs International August 2010 - March 2011
Lloyds Banking Group March 2007 - August 2010
Lloyds Banking Group June 2005 - October 2006
Skills
FX Options, Electronic Trading, Trading Systems, Fixed Income, Money Market, Investment Banking, Financial Markets, Middle Office, Capital Markets, Currency, Market Risk, Trading, Financial Services, Financial Risk, FX trading, Foreign Exchange, FX Hedging, Interest Rate..., Swaps, Structured Products, Proprietary Trading, FX Trading
Education
Cass Business School 2003 — 2007
Banking & International Finance BSc, 2:1
Goffs School, Hertfordshire UK 1996 — 2003
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Linde, Hansen & Co., LLC July 2013 - August 2013
The Port Authority of NY & NJ May 2011 - June 2011
Uihlein's Marina June 2006 - August 2006
Skills
Economics, Data Analysis, Financial Analysis, Statistics, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Word, Foreign Languages, Derivatives, Macroeconomics, Multivariable Calculus, Financial Accounting, Microeconomics, German, Risk Management, Strategic Planning, Sales, Hedging, Interest Rate Swaps, Swaptions, Microsoft Office, Research
Education
Colby College 2011 — 2015
Bachelor's degrees, Economics: Concentration in Financial Markets & German Studies
Humboldt-Universität zu Berlin 2013 — 2013
German Studies
The Montclair Kimberley Academy 2005 — 2011
High School Diploma
HSBC Global Banking and Markets August 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2012 - August 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2011 - August 2011
African Services Committee March 2010 - July 2010
Skills
Legal Research, Microsoft Office, Community Outreach, Microsoft Word, Microsoft Excel, Document Management, Westlaw, Research, Legal Writing, Project Coordination, Policy Analysis, Editing, Non-profits, Government, Word, Excel, Nonprofits, PowerPoint, Politics, Public Speaking, Multi Tasking, Compliance, Antitrust Law, Business Transactions, Outstanding..., Mac OS, DocuMatrix, Relativity, Events Coordination, Legal Assistance, Corporate Law, Analysis, Mergers
Education
City University of New York City College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
A Better Way, Inc. January 2014 - Present
Women's Initiative September 2013 - December 2013
HSBC June 2007 - September 2012
HSBC Global Banking and Markets January 2012 - July 2012
Office Tiger India Private April 2005 - September 2007
Skills
Credit Risk, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Team Management, Investment Banking, Credit Analysis, MIS, Credit, Corporate Finance, Relationship Management, Grant Writing
Education
Arizona State University 2015 — 2015
Grant Writing for Non Profits, A+
ICFAI University 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Marketing
Christ College - Bangalore 1999 — 2002
Bachelor's Degree, Mathematics, Computer Science and Electronics
Kendriya Vidyalaya 1994 — 1999
Euclidean Trading Corporation November 2014 - Present
RVassets September 2014 - Present
Newedge October 2011 - August 2014
HSBC Global Banking and Markets September 2009 - January 2011
Toronto Dominon Bank January 2005 - January 2008
Merrill Lynch New York July 2000 - August 2004
Merrill Lynch Canada September 1998 - July 2000
Merrill Lynch Australia June 1998 - September 1998
Skills
Fixed Income, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Bloomberg, Banking, Swaps, Money Market, Treasury, Proprietary Trading, Sales, Prime Brokerage, Economics, Rates, Bonds, Options, Finance, Electronic Trading, Hedge Funds, Trading Systems, Alternative Investments, Financial Services, Series 7, Investments, Management, Equities, Portfolio Management, Commodity, Equity Derivatives, Equity Trading, Asset Management, Risk Management, Financial Risk, Venture Capital, Leadership, Market Data, Private Equity, Interest Rate..., Financial Analysis, Corporate Finance, Funding, Mutual Funds, Series 63, Wealth Management, Business Planning, Due Diligence, Asset Allocation, Investment Management
Education
Carleton University 1992 — 1995
Bachelor of Arts (B.A.), History
Lord Byng Secondary School 1987 — 1992
High School
JPMorgan Chase & Co. May 2015 - Present
HSBC Global Banking and Markets March 2015 - May 2015
HSBC Global Banking and Markets December 2014 - March 2015
UBS August 2013 - August 2014
Russian-American Trading Company May 2012 - August 2013
UBS Wealth Management April 2011 - August 2011
Skills
Financial Analysis, Data Mining, Finance, Microsoft Excel, Investments, PowerPoint, Microsoft Word, Portfolio Management, Microsoft Office, Negotiation, Risk Management, Financial Modeling, Teamwork, Customer Service, Research, Leadership, Time Management, SAP BW, SQL, Data Analysis, Corporate Finance, Basel II, Operational Risk, Incident Analysis, Risk Mitigation, Reconciliation
Education
St Mary's University, Twickenham 2013 — 2014
Post-Graduate Degree, International Business
Cleveland State University 2008 — 2012
Bachelor of Science, Business Administration with major in Finance
Westlake High School 2005 — 2008
High School Diploma
HSBC Global Banking and Markets January 2015 - Present
HSBC Private Bank June 2013 - January 2015
HSBC Private Bank 2012 - August 2013
International Business Club May 2011 - May 2012
HSBC June 2011 - August 2011
International School of Boston September 2010 - December 2010
Mediterranean Shipping & Transport CO July 2010 - August 2010
Private Tutoring September 2009 - November 2009
Skills
Marketing, Spanish, Public Speaking, English, French, Financial Modeling, Bloomberg Terminal, Nonprofits, Fundraising, Financial Analysis, Microsoft Excel, Tutoring, Finance, Data Analysis, Market Research, Investments, Economics, Bloomberg, Microsoft Office, PowerPoint, Research
Education
Boston University - School of Management 2009 — 2012
Bachelor of Science (BS), Business Administration (Finance), Cum Luade Honors
International School of Boston 2006 — 2009
French Baccalaureate, S Physics and Chemistry
College Notre Dame de Jamhour 1996 — 2006
County of Orange February 2014 - Present
Southern California Edison (SCE) March 2013 - January 2014
Southern California Edison (SCE) August 2011 - March 2013
Southern California Edison (SCE) April 2010 - August 2011
Southern California Edison (SCE) August 2009 - April 2010
U.S. Census Bureau 2008 - 2009
HSBC Global Banking and Markets 2006 - 2008
Skills
PMO, MS Project, Visio, Business Process..., Project Portfolio..., Business Analysis, Project Management, PMP, Requirements Gathering, Process Improvement, Program Management, SDLC, Change Management, Project Planning, Training, Team Building, Analysis, Budgets, Contract Management, Leadership, SAP, Microsoft Excel, Cross-functional Team..., Systems Analysis, Team Leadership, Software Documentation, Customer Service, Cosmetics, Cosmetic Medicine, Access, CRM, Vendor Management, Human Resources, Quality Assurance, Recruiting, Risk Management, Nuclear, Business Process, Process Engineering, Resource Management, Energy, Procurement, Power Plants, Power Generation, Supervisory Skills, Six Sigma, Integration, Root Cause Analysis, Onboarding, Data Analysis
Education
Brandman University, Part of the Chapman University System 2014 — 2015
Law Enforcement Agency Leadership Certification, Leadership
California State University-Fullerton 2014 — 2014
Six Sigma Certification, Lean Six Sigma (Green Belt)
University of California, Irvine 2011 — 2012
Project Managment Certification, Project Management, GPA 4.0
Barstow Community College 2002 — 2009
Business Administration, GPA 3.18
HSBC Global Banking and Markets March 2015 - Present
HSBC January 2014 - February 2015
HSBC September 2010 - December 2013
Herbert Smith Freehills August 2005 - August 2010
Skills
Qualified Solicitor of..., Member of the AIPN..., Energy, Investment Banking, Corporate Law, Oil & Gas Exploration, Oil & Gas Industry, Offshore Oil & Gas, Corporate Finance, Capital Markets, Energy Industry, Banking, Joint Ventures, Mergers & Acquisitions, Investments, Structured Finance, Due Diligence
Education
BPP Law School 2004 — 2005
Legal Practitioners Certificate, Commercial Law
University College London, U. of London 2001 — 2004
Bachelor of Laws (LLB), Commercial Law
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 Global Banking and Markets 1994 - 2014
Chase Manhattan Bank 1985 - 1994
Skills
Derivatives, Management, Customer Service, Banking, Microsoft Office, Project Management, Microsoft Excel, Risk Management, Financial Analysis
Education
William E. Simon School of Business 1983 — 1985
Master of Business Administration (MBA), Finance, General
Bucknell University 1975 — 1979
Bachelor of Science (B.S.)
irondequoit high School 1971 — 1975
Bucknell University
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
HSBC Global Banking and Markets June 2015 - August 2015
Kenanga Group June 2014 - August 2014
eVantage Technology Pte. Ltd. December 2012 - February 2013
Skills
Photoshop, After Effects, Video Production, Office 365, OS X, Photography, InDesign, Data Analysis, Finance, Event Planning
Education
Boston University 2013 — 2016
Presidential Scholar, BSc. Business Administration, Concentration in Finance and Minor in Statistics, 3.86
ACS (International) 2007 — 2012
International Baccalaureate, 43 out of 45
HSBC Global Banking and Markets 2015 - 2015
eSecLending October 2014 - November 2014
HSBC Global Banking and Markets June 2014 - August 2014
Nu Chapter Consulting Group January 2014 - May 2014
Alpha Kappa Psi April 2012 - May 2014
UBX Consulting May 2013 - December 2013
Boston University School of Management March 2013 - September 2013
BU Urban Business Accelerator September 2012 - May 2013
Ayala Corporation May 2012 - August 2012
Skills
Management Consulting, Research, Teamwork, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, Customer Service, Social Media, Financial Analysis, Java, English, HTML, Accounting, Windows, Photoshop, Financial Modeling, Event Planning, Python, Weka
Education
Boston University 2011 — 2015
Bachelor’s Degree, Dual Degree - BS Business Administration (Finance Concentration), AB Economics, Cum Laude (Economics), Magna Cum Laude (Business Administration)
Ateneo de Manila University 2007 — 2011
High School/Secondary Diplomas and Certificates
Preston Todd Advisors January 2014 - Present
Boston University May 2013 - Present
Boston University School of Management December 2012 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Commerzbank AG June 2013 - August 2013
Skills
Chinese, Financial Analysis, Financial Reporting, Corporate Finance
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Boston University 2011 — 2015
Bachelor's degree, Economics
HSBC Global Banking and Markets December 2010 - Present
HSBC Global Banking and Markets June 2012 - December 2012
HSBC Global Banking and Markets January 2010 - November 2010
Societe Generale CIB June 2008 - December 2008
SAP January 2008 - June 2008
Skills
Financial Markets, Interest Rate..., Market Risk, Balance Sheet Review, Structured Products, Market Data, Sales, Debt, Bond Markets
Education
New York University 2013 — 2014
Certificate in Financial Risk Management, Financial Mathematics, Post graduate certificate
France Business School 2006 — 2010
Master's degree, Banking, Corporate, Finance, and Securities Law, B
Tecnológico de Monterrey 2009 — 2009
International exchange, Finance, General
Park Avenue Armory July 2015 - Present
HSBC Global Banking and Markets January 2015 - June 2015
The Blackstone Group April 2012 - August 2014
Banque Transatlantique (CM-CIC Group) December 2009 - April 2012
Accent International & The Premier Group April 2007 - December 2009
Cave Spring Trading Company / The Harvest Moon Café January 2006 - February 2007
Skills
Event Management, French, Market Research, Spanish, Business Development, Corporate Communications, Relationship Management, Multilingual, Finance, Marketing, Research, Intermediate Portuguese...
Education
Berry College 2001 — 2005
Bachelor of Arts (B.A.), French Major, Spanish Minor
The Protocol School of Washington, D.C. 2009 — 2009
Certificate, International Protocol & Event Management
El Centro Norteamericano de Estudios Interculturales 2004 — 2004
Semester Study Abroad
Université de Bourgogne 2003 — 2003
Semester study of French grammar, literature, history, art
RBC Capital Markets March 2010 - Present
HSBC Global Banking and Markets March 2009 - September 2009
HSBC Global Banking and Markets June 2008 - March 2009
HSBC Global Banking and Markets March 2007 - May 2008
HSBC Global Banking and Markets October 2003 - March 2007
JP Morgan Chase May 2002 - October 2003
First Union Securities May 2001 - September 2001
J.P. Morgan May 1999 - August 2000
J.P. Morgan February 1998 - May 1999
U.S. Department of the Treasury October 1992 - February 1998
Skills
Securities, Series 63, Settlement, Capital Markets, Fixed Income, Bloomberg, Equities, Series 7, Derivatives, Investment Banking, Bonds, Hedge Funds, Alternative Investments, Trading, Options, Structured Products, Credit Derivatives, Middle Office, FX Options, Back Office, Structured Finance, Portfolio Management, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Structuring, Securitization
Education
Harvard University 2011 — 2012
Professional Development
Columbia University - School of International and Public Affairs 2000 — 2002
MIA, International Finance & Business
Università degli Studi di Firenze 1990 — 1990
Certifica di studi, Italian Language
City University of New York 1985 — 1990
B.A., History
Fairview Capital Partners July 2015 - Present
York College Foundation September 2013 - Present
TIAA-CREF May 2012 - July 2015
HSBC Global Banking and Markets 2011 - 2011
HSBC Global Banking and Markets 2010 - 2011
HSBC Global Banking and Markets 2009 - 2010
HSBC Global Banking and Markets 2004 - 2009
HSBC Securities (USA) Inc. 2001 - 2004
HSBC Securities (USA) Inc. 1999 - 2001
Hong Kong and Shanghai Banking Corporation 1989 - 1999
Skills
Fixed Income, Equities, Portfolio Management, Structured Products, Strategy, Management, Finance, Bonds, Capital Markets, Banking, Financial Services, Asset Management, New Business Development, Alternative Investments, Asset Allocation, Investments, Financial Modeling, Market Risk, FX Options, Fund Of Funds, Risk Management, Analysis, CRM, Hedge Funds, Valuation, Insurance, Leadership, Securities, Trading, Relationship Management, Financial Markets, Investment Banking, Bloomberg, Business Development, Credit, Private Equity, Mutual Funds, Financial Risk, Derivatives, Wealth Management, Investment Management, Series 7, Emerging Markets, Series 63, Investment Strategies, Structured Finance, Corporate Finance, Credit Analysis, Investment Advisory, Options
Education
City University of New York
BS, Business Administration
Pace University-New York
Accounting and Marketing
J.P. Morgan December 2014 - Present
Person's Consulting Group November 2002 - November 2014
Sanofi June 2012 - October 2012
HSBC Global Banking and Markets April 2011 - October 2011
RBS Global Banking & Markets July 2010 - February 2011
Momentum Resource Solutions March 2010 - June 2010
Project Management Institute New York City Chapter December 2008 - January 2010
Credit Suisse October 2008 - July 2009
Credit Suisse August 2007 - July 2009
Project Management Institute New York City Chapter January 2007 - January 2009
Skills
Banking, Investment Banking, Equities, Fixed Income, Private Equity, Management, PMP, Program Management, Project Management, Business Analysis, Business Process, CRM, Budgets, PMO, SDLC, Databases, Consulting, Software Engineering, Business Process..., Operations Management, Portfolio Management, Quality Assurance, Business Requirements, Clarity PPM, Change Management, Leadership, Business Transformation, Software Development, Strategy, Information Technology, Project Portfolio..., Business Process..., IT Strategy, Software Project..., CA Clarity, IT Management, Risk Management, Agile Project Management, Vendor Management, Requirements Gathering, Project Delivery, Business Intelligence, Financial Services, PMI, Governance, Integration
Education
Marlboro College 2002 — 2003
Master's Degree, Information Tecnology and Management
Quinnipiac University 1996 — 1998
Computer Science
Albertus Magnus College 1995 — 1998
Bachelor's of Science Degree, Business Management, Computer Science
Platt Technical High School
High School, Electronics Technology and General Studies.
HSBC Global Banking and Markets July 2014 - Present
Skills
Equities, Middle Office, Options, Hedge Funds, Back Office, Series 24, Series 7, Series 63, Settlement, Suitability, Securities, Derivatives, Team Leadership, KYC, CIP, Relationship Management, Trading, Risk Management, Equity Trading, Trade Compliance, Anti Money Laundering, OFAC, FINRA, MiFID, NASD, Sarbanes-Oxley Act, Dodd-Frank, Operational Risk, Financial Risk, Trading Systems, Bloomberg, Fidessa, Electronic Trading, Equity Derivatives, Swaps, Bonds, Market Data, Foreign Exchange, Executive Reporting, Project Management, Communication Skills, Organization &..., Tactical Planning, Problem Solving, Internal Controls, Financial Services, Capital Markets, Fixed Income, Financial Markets, Broker-Dealer
Education
City University of New York-Baruch College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
The New York Institute of Finance
Brokerage Operations, Regulatory and Compliance
the HYPE! agency August 2015 - Present
State Street June 2015 - Present
Marketing Werks July 2011 - Present
HSBC Global Banking and Markets April 2013 - August 2013
Finish Line April 2008 - July 2013
Skills
Customer Service, Social Media Marketing, Sales Management, Marketing, Marketing Research, Computer Graphics Design, Product Knowledge, Team Leadership, Event Planning, Leadership, Sales, Microsoft Office, Microsoft Word, PowerPoint, Social Networking, Management, Time Management, Social Media
Education
Boston University 2007 — 2009
Dracut High School 2003 — 2007
High School Diploma
M&T Bank 2014 - Present
HSBC Global Banking and Markets 2013 - 2014
Sallie Mae, Inc November 2001 - January 2013
Skills
Standards Compliance, Model Risk Management, Analytical Method..., Information Security, Technical Support, Technical Presentations, Banking, Customer Service, Risk Management, Financial Risk, Governance, Access
Education
Bryant & Stratton College 2010 — 2012
Inforamtion Security Technology, Information Security, 4.0
Matte NYC LLC 2014 - Present
HSBC Global Banking and Markets May 2014 - July 2014
Exane May 2013 - June 2013
Elegran Real Estate & Development May 2012 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Public Speaking, Social Media
Education
Boston College 2011 — 2015
Economics
Lycée Francais de New York 1996 — 2011
HSBC Global Banking and Markets February 2015 - Present
HSBC Global Banking and Markets October 2013 - January 2015
Bank of America June 2012 - March 2013
Pershing LLC, Bank of New York Mellon January 2006 - November 2011
AIG 2002 - 2004
Prudential Insurance 1995 - 1997
Continental Insurance 1980 - 1995
Skills
PMO, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Process Improvement, Business Requirements, Program Management, Requirements Gathering, Business Process..., Risk Management, Project Management, Project Portfolio..., MS Project, SharePoint, Project Planning, Management, Testing, Quality Assurance, PMP
Education
Allegheny College
HSBC Global Banking and Markets July 2015 - Present
Goldman Sachs July 2013 - Present
Goldman Sachs August 2008 - June 2013
Goldman Sachs October 2006 - July 2008
Goldman Sachs January 2005 - September 2006
Goldman Sachs August 2001 - December 2004
Prudential Financial January 1999 - July 2001
Quest Diagnostics October 1997 - December 1999
Quest Diagnostics January 1996 - September 1997
Unum July 1994 - December 1995
Skills
Fixed Income, Equities, Risk Management, Investment Banking, Securities, Prime Brokerage, Capital Markets, Hedge Funds, Operational Risk, Middle Office, Settlement, Analysis, Vendor Management, Financial Markets, Securities Lending, Collateral Management, Swaps, Operational Efficiency, Operational Strategy, Global Custody
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA
Albright College
BS
Westwood High School
HSBC July 2015 - Present
GE Capital October 2014 - July 2015
HSBC Global Banking and Markets January 2011 - October 2013
HSBC Global Banking and Markets June 2006 - January 2011
HSBC Global Banking and Markets September 2004 - June 2006
HSBC Global Banking and Markets December 1999 - August 2004
HSBC Global Banking and Markets June 1998 - December 1999
HSBC November 1997 - June 1998
Skills
Bonds, Fixed Income, Portfolio Management, Trading, Treasury, Derivatives, Structured Products, Bloomberg, Money Market, ALM, Capital Markets, Financial Markets, Financial Risk, Investments, Risk Management, Emerging Markets
Education
Ateneo de Manila University 1993 — 1997
BS
HSBC Global Banking and Markets May 2015 - Present
Rabobank International April 2004 - April 2015
BNY Mellon 1980 - 2004
Skills
Banking, Credit Risk, Basel II, Credit, Loans, Collateral Management, Trade Finance, Structured Finance, Derivatives, Commercial Lending, Capital Markets, Financial Markets, Auditing, Investment Banking, Financial Risk, Asset Management, Cash Management, Commodity, Finance, Financial Modeling, Middle Office, Risk Management, Structured Products
Education
City University of New York 1973 — 1977
Bachelor of Arts (B.A.), Accounting and Business/Management
HSBC Global Banking and Markets December 2011 - Present
Columbia University 2012 - 2012
HSBC Global Banking and Markets March 2007 - November 2011
HSBC Global Banking and Markets March 2005 - February 2007
Multex.com, Inc. June 1999 - January 2004
CIBC World Markets 1996 - 1999
Accenture 1993 - 1995
Skills
Business Analysis, Fixed Income, Capital Markets, Investment Banking, Derivatives, Software Development, Credit Derivatives, Trading Systems, Innovation, Leadership, Management, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 2000
M.S., Computational Finance
Carnegie Mellon University 1989 — 1993
B.S., Computer Science / Math and Industrial Management
HSBC Global Banking and Markets June 2014 - Present
Deutsche Bank April 2008 - December 2012
Deutsche Bank September 2010 - July 2011
Deutsche Bank January 2000 - April 2008
Bankers Trust Company January 1998 - January 2000
Bankers Trust Company January 1995 - January 2000
Bankers Trust Company January 1987 - January 1995
JP Morgan 1985 - 1987
Skills
Change Management, Operations Management, Investment Banking, Capital Markets, Fixed Income, Bonds, Middle Office, Corporate Trust, Process Improvement, Operational Risk..., Financial Services, Business Process..., Risk Management, Back Office, Financial Risk, Operational Risk, Business Analysis, Business Process, Cash Management, Strategy, Management, Outsourcing, Leadership, Financial Markets, IT Strategy, Relationship Management, Securities, Offshoring, Banking
Education
Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.), Government
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1996
Belmont University 1996 — 1997
HSBC Global Banking and Markets September 2013 - Present
J.P. Morgan March 2013 - September 2013
Bank of America February 2012 - March 2013
Credit Suisse February 2011 - October 2011
Federal Reserve Bank of New York September 2010 - January 2011
Bank of America January 2010 - September 2010
Standard & Poor's March 2008 - August 2009
Next Jump August 2007 - March 2008
Starwood Hotels & Resorts Worldwide, Inc. March 2005 - March 2007
Skills
Algorithms, Computer Science, Data Warehousing, Derivatives, ETL, Technical Recruiting, Distributed Systems, Distributed Caching, Java, Oracle, Leadership, Spring Framework, Unix, Agile Methodologies, SQL, Vendor Management, Business Analysis, SDLC, Matlab, Microsoft SQL Server, System Administration
Education
St. Francis College 2008 — 2009
City University of New York City College 1999 — 2005
B.S., Computer Science, Minor in Mathematics
HSBC Global Banking and Markets July 2014 - Present
Thomson reuters January 2013 - July 2014
Tata Consultancy Services July 2012 - December 2012
Tata Consultancy Services August 2010 - June 2012
Citi 2009 - 2012
Tata Consultancy Services September 2005 - July 2010
Skills
Java/J2EE, Flex, Unix, Oracle, Unix Shell Scripting, Java Enterprise Edition, PL/SQL, Core Java, Servlets, Web Services, Java, SDLC, Software Development, Eclipse, J2EE Application..., TFS, Berkeley DB, JSON, XML
Education
Anna University 2001 — 2005
Bachelor of Technology, Information technology
Bharatya vidya mandir 1999 — 2001
Higher Secondary, Chemistry, Physics, Maths, Computer Science
HSBC Global Banking and Markets June 2015 - Present
Barclays Investment Bank July 2013 - May 2015
Barclays Investment Bank June 2010 - July 2013
Tower Capital Asset Management L.P September 2009 - June 2010
Minbev Realty December 2008 - August 2009
Compass Partners May 2008 - August 2008
J&W Seligman February 2008 - May 2008
J&W SELIGMAN & CO February 2008 - May 2008
Pfizer June 2007 - September 2007
Skills
Due Diligence, Research, Competitive Analysis, Marketing, Spreadsheets, Sales, FX, FX Options, FX Hedging, Hedge Funds, Finance, Valuation, Mergers & Acquisitions, Alternative Investments, Accounting
Education
City University of New York-Baruch College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
inconnu Analyst 2, Software Test EngineerMcKesson Health ITSeptember 2011 - April 2014
HSBC Global Banking and Markets June 2008 - December 2010
HSBC Global Banking and Markets August 2005 - January 2007
Skills
Microsoft Office, Requirements Analysis, Project Management, SQL, Business Analysis, Java, Management, Microsoft SQL Server, Customer Service, Program Management, HTML, JavaScript, Change Management, Software Development, Team Leadership, Software Quality..., Product Localization, Testing, Communication, French, Payment Systems, Healthcare, Agile Methodologies, SDLC, Software Documentation
Education
British Columbia Institute of Technology
Langara College
Agincourt, Ltd. 2008 - Present
HSBC Global Banking and Markets 2006 - 2008
Lehman Brothers 1992 - 2003
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Economics
Boston College 1980 — 1984
BS, Accounting
HSBC Global Banking and Markets September 2014 - Present
BNY Mellon Clearing July 2010 - June 2014
Morgan Stanley June 2007 - January 2009
Credit Agricole Cheuvreux February 2005 - June 2007
MERCEDES-BENZ USA, LLC August 1998 - January 2005
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
B.B.A, Marketing Management
Basil Ford October 2014 - Present
Valley Metro Barbosa Group September 2010 - December 2014
HSBC Global Banking and Markets April 2005 - August 2008
Buffalo and Erie County Botanical Gardens May 2000 - February 2005
Skills
Financial Services, Banking, Management, Sales, Leadership, Training
Education
Canisius College 1985 — 1990
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Barclays Capital April 2012 - July 2014
Goldman Sachs October 2010 - June 2011
HSBC Global Banking and Markets May 2008 - October 2010
HSBC Global Banking and Markets July 2005 - May 2008
Bank of America August 2001 - July 2005
Bank of America November 2000 - August 2001
Citibank June 1996 - June 2000
Citibank February 1995 - June 1996
AT&T June 1990 - January 1995
GTE August 1987 - August 1989
Skills
Change Management, Program Management, Business Analysis, Process Engineering, Six Sigma, Business Process..., Re-engineering, Derivatives, Credit Derivatives, Interest Rate..., Middle Office, Emerging Markets, Process Improvement, Fixed Income, Capital Markets, Structured Products, Back Office, Settlements, Swaps, CDS, Operations Management, Management Consulting, Financial Markets, Investment Banking, FX Options, Equities
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
Doctoral Work, Finance
Binghamton University 1988 — 1989
Masters Work for MBA
Stavanger American School 1980 — 1983
High School, Stavanger, Norway
Lehigh University 1983 — 1987
Chemical Engineering
Credit Suiess January 2008 - March 2009
Deutsche Bank October 2006 - November 2007
PB Capital January 2002 - August 2006
HSBC Global Banking and Markets July 2000 - January 2002
Skills
Swaps, Equity Derivatives, Securities, Fixed Income, Interest Rate..., Interest Rate Swaps, Credit Derivatives, Bonds, Settlement, Derivatives, Bloomberg, Retirement Planning
Education
City University of New York-Hunter College
Bachelor's Degree, Economics and Political Science
HSBC Global Banking and Markets April 2014 - Present
Morgan Stanley January 2012 - Present
Morgan Stanley February 2010 - January 2012
IPG April 2008 - December 2009
Deloitte June 2009 - August 2009
Skills
SEC filings, Financial Analysis, Finance, Treasury, Corporate Finance, Financial Reporting, Financial Modeling
Education
Pace University - Lubin School of Business
Master of Science (MS)
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA
HSBC Global Banking and Markets February 2015 - Present
HSBC Securities August 2013 - Present
Benistar Administrative Services, Inc. January 2011 - July 2013
Skills
Financial Modeling, Valuation, Excel, PowerPoint, Insurance, Longevity
Education
Boston University - School of Management 2006 — 2010
BSBA, Finance
Chaminade High School 2002 — 2006
HSBC Global Banking and Markets August 2014 - Present
Ontario Teachers' Pension Plan September 2013 - December 2013
CIBC World Markets January 2013 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, VBA, Eviews, Stata, Bloomberg, Econometrics, Statistics, Reuters, Equity Research, Equity Derivatives, Financial Modeling, DCF Valuation, Financial Accounting, Financial Analysis, Quantitative Analytics, Capital Markets
Education
Wilfrid Laurier University 2012 — 2014
Master's Degree, Investments and Valuation
Carleton University 2011 — 2012
Exchange Program, Finance and Financial Management Services
Nanjing University of Aeronautics and Astronautics 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Mathematics
Breaking Into Wall Street
HSBC Global Banking and Markets April 2015 - Present
HSBC Global Banking and Markets July 2013 - April 2015
HSBC Global Banking and Markets June 2012 - August 2012
Marsh September 2011 - December 2011
ICAP June 2011 - September 2011
Guoyuan Securities Company Limited June 2010 - August 2010
Shanghai Pudong Development Bank May 2009 - August 2009
Skills
Financial Services
Education
Boston University - School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Lake Forest College 2008 — 2010
B.A, Finance, East Asia Studies
Woodberry Forest School
HSBC Global Banking and Markets June 2014 - Present
HSBC Global Banking and Markets May 2013 - May 2014
HSBC Global Banking and Markets August 2012 - May 2013
Zagat Survey September 2010 - December 2010
Women in Business Network September 2009 - December 2009
Baruch College September 2008 - December 2008
Skills
Advertising, Market Research, Customer Service, PowerPoint, Financial Analysis, Microsoft Excel
Education
Long Island University, C.W. Post Campus 2012 — 2014
Master of Business Administration (M.B.A.)
City University of New York-Baruch College 2007 — 2011
BBA, International Marketing
HSBC Global Banking and Markets March 2014 - July 2015
Indicus Analytics July 2013 - February 2014
Roubini Global Economics March 2012 - May 2013
Oxus Investments April 2011 - March 2012
University of Nottingham September 2009 - December 2010
Skills
Macroeconomics, Economics, Econometrics, Stata, Microfit, E-Views, Research, Data Analysis, Economic Research, Econometric Modeling, Statistics, Qualitative Research, Microsoft Office, Quantitative Analysis, Haver Analytics, Bloomberg Terminal, CMS, Emerging Markets, Economic Policy, Analysis
Education
University of Nottingham 2009 — 2010
MSc, Applied Economics and Financial Economics
Cardiff University / Prifysgol Caerdydd 2005 — 2008
BSc (Honours), Economics, Banking and Finance
Overseas Family School 2001 — 2005
HSBC Global Banking and Markets June 2014 - Present
Wells Fargo April 2013 - January 2014
Broadridge Financial Solutions August 2012 - December 2012
Commerzbank AG (formerly Dresdner Kleinwort) June 1998 - March 2011
Various Agents 1993 - 1998
Skills
Fixed Income, Back Office, Corporate Actions, Financial Services, Tax Reporting, Operations Management, Account Reconciliation, Dividends, Management, Leadership, Accounting, Strategy, Recruiting, Budgets, Prime Brokerage, Asset Management, Business Analysis, Portfolio Management, Investments, Derivatives
Education
City University of New York-Brooklyn College
BA, Psychology
Missouri Department of Conservation May 2000 - Present
HSBC Global Banking and Markets August 1995 - May 1999
Skills
Research, Management, Microsoft Office, Customer Service, Government, Leadership, Program Management, Team Leadership, Leadership Development
Education
S.N.D.T. Womens University 1992 — 1995
Master of Computer Applications (M.C.A.), Computer/Information Technology Administration and Management
Ford Motor Company July 2015 - Present
Chevrolet July 2006 - July 2015
HSBC Global Banking and Markets February 2005 - July 2006
PRI September 2004 - February 2005
Johnson Controls January 2004 - September 2004
Instituto Tecnológico de Toluca 2000 - 2004
Skills
DFSS Black Belt, DFMEA
Education
Metamundo 2014 — 2015
Psychology
Carnegie Mellon University's College of Engineering 2014 — 2014
Cybersecurity Certification
The Ohio State University 2014 — 2014
Matlab & Simulink Certification
Instituto Tecnológico de Toluca 2003 — 2004
Cisco I and II Certification
HSBC Global Banking and Markets January 2015 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
J.P. Morgan January 2011 - April 2012
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Asset Allocation, Equity Research, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Statistics
Penn State University 2006 — 2010
B.S., Finance
HSBC Global Banking and Markets July 2005 - Present
Skills
Derivatives, Operations Management, Project Management, Standards Compliance, Internal Audit..., Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
HSBC Global Banking and Markets May 2015 - Present
Deutsche Bank AG August 2005 - May 2015
JPMorgan Chase January 1997 - October 2004
Skills
Highly detail oriented, Highly motivated..., Multi Tasking
Education
st John's university, NY 1998 — 2000
Master's degree, International Finance
Baruch College 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
HSBC Global Banking and Markets January 2015 - Present
Morgan Stanley January 2010 - January 2015
NYSE Euronext January 2005 - January 2010
Cablevision November 2000 - November 2002
IBM United Kingdom Ltd October 1996 - November 2000
RSA June 1993 - October 1996
Skills
Experienced Business..., Requirement..., Project Tracking, Process Analysis, Solutions Focused, Use Case Analysis, Technical Requirements..., IBM DOORS, Applications Software..., System Testing, Basel I, Basel II, Basel III, Corporate Actions, Insurance Background, Insurance Software, End User Training, Market Data, Business Analysis, Electronic Trading, Asset Management, Derivatives, Fixed Income, Project Management, Financial Markets, Business Requirements, Integration, SDLC, Requirements Analysis, Management, Trading, Software Project..., IT Strategy
Education
City University London 1990 — 1992
Master of Science (MSc), Business Systems Analysis & Design
UCL 1987 — 1990
Bachelor of Engineering (B.Eng.), Chemical Engineering
HSBC Global Banking and Markets November 2014 - Present
Lord, Abbett & Co. LLC June 2014 - November 2014
Wells Fargo June 2013 - August 2013
Connectivity Data Systems, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, MSPowerPoint, Adobe Creative Suite, Budgets, PowerPoint, Teamwork, Public Speaking, Financial Analysis
Education
Boston University 2009 — 2014
Bachelor of Arts (B.A.), Economics
LoanCare, A ServiceLink Company 2012 - Present
ServiceLink LoanCare Servicing April 2011 - Present
ServiceLink LoanCare Servicing April 2011 - Present
HSBC Global Banking and Markets May 1986 - November 2007
BANKERS TRUST June 1980 - August 1984
Skills
Finance, Foreclosures, Portfolio Management, Management, Banking
Education
Seton Hall University 1980 — 1980
Business/Commerce, General
Baruch College, City University of New York (CUNY) 1975 — 1976
Accounting and Business/Management
HSBC Global Banking and Markets June 2014 - Present
Credit Suisse February 2013 - June 2014
UBS Investment Bank December 2011 - January 2013
Nomura Securities June 2010 - October 2011
Deutsche Bank July 1998 - May 2010
Skills
Interest Rate..., Options, Derivatives, Trading, Volatility, Fixed Income, Rates, Bonds, Structured Products, Financial Markets
Education
Carnegie Mellon University
Master of Science (M.S.), Computational Finance
Carnegie Mellon University
Bachelor of Science (BS), Finance / Computer Science
St. Mary's International School 1983 — 1991
HS Diploma
HSBC Global Banking and Markets June 2014 - Present
Hershey Entertainment & Resorts June 2013 - October 2013
Hershey Entertainment & Resorts June 2012 - October 2012
Education
AGH University of Science and Technology 2012 — 2013
Szacowanie Nieruchomości
Uniwersytet Ekonomiczny w Krakowie 2008 — 2013
Magister (Mgr), Ekonomia
Retired USA July 2013 - Present
HSBC Global Banking and Markets April 2000 - July 2013
J.P. Morgan April 1994 - April 2000
Banco Interacciones January 1994 - April 1994
Vontobel Asset Management August 1987 - January 1994
New York Stock Exchange April 1982 - August 1987
EF Hutton & Company September 1965 - April 1982
Skills
Management, Leadership, Training, Microsoft Excel, Financial Services, Equities, Banking, Securities, Financial Markets, Consulting, Finance, Trading, Options, Structured Products, Settlement, FINRA, Operational Risk..., Portfolio Management, Risk Management, Asset Management, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1977 — 1985
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint John's Preparatory School 1960 — 1964
College Preparatory, College Preparatory Academics
HSBC Global Banking and Markets April 2015 - Present
Barclays November 2014 - March 2015
TIAA-CREF June 2012 - November 2014
TCF Capital June 2006 - April 2012
Skills
Regulatory Compliance, Business Analysis, Requirements Analysis, Project Management, Consulting, Interest Rate..., Collateral Management, Margin, Scrum, Agile Methodologies, Fixed Income, Requirements Gathering, Visio, Financial Services, SDLC, Management, Trading, Risk, Software Project..., Capital Markets, Agile Project Management, SQL, Vendor Management, Professional Scrum..., Rational Team Concert, RRC, Siebel, Quality Center, ALM, Equities, Credit Derivatives, Dodd-Frank, Data Retention, Interest Rate Swaps, Cross-functional Team...
Education
University of Warwick - Warwick Business School 2014 — 2016
Master of Business Administration (MBA), Finance
City University of New York-Brooklyn College
Tech Connection June 2015 - Present
HSBC Global Banking and Markets October 2006 - August 2014
Kenexa, an IBM Company January 2004 - September 2006
Skills
Specialized in Visa &..., & Credit Cards Account..., Retail Banking, Risk Management, Analysis, Management, Banking, Microsoft Office, Leadership, Financial Analysis, Finance, Corporate Finance
Education
Brandeis International Business School 2014 — 2016
Pursuing Masters at Brandeis International Business School, Business Administration, Management and Operations
Completed Bachelors from Osmania University, India 2000 — 2003
Bachelor of Commerce (B.Com.) (Computers)
HSBC Global Banking and Markets 2012 - Present
ICAP 2010 - 2012
Merrill Lynch June 2009 - August 2009
Skills
Banking, Management, Derivatives, Corporate Finance, Sales, Entrepreneurship, Public Speaking
Education
Cass Business School 2007 — 2010
Investment & Financial Risk Management, 1st Class Honours