HSBC Global Banking and Markets
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HSBC Global Banking and Markets Employees
Mountain Lake Investment Management LLC January 2014 - November 2014
Macquarie Group 2004 - 2013
ING 1997 - 2004
Lehman Brothers 1994 - 1997
HSBC Global Banking and Markets 1991 - 1993
BZW (Barclays de Zoete Wedd) 1989 - 1991
Burns Fry Hoare Govett Inc 1987 - 1989
Aetna 1983 - 1987
Skills
Hedge Funds, Management, Investments, Equities, Series 7, Capital Markets, Alternative Investments, Emerging Markets, Investment Banking, Investor Relations, Portfolio Management, Equity Research, Securities
Education
Indiana University Bloomington
B.A., Political Science
早稲田大学
Political Science/Economics
HSBC Global Banking and Markets July 2012 - Present
Standard Bank February 2010 - April 2012
Johnson & Johnson May 2009 - February 2010
Morgan Stanley June 2006 - May 2009
JP Morgan Chase September 2003 - May 2006
Bloomberg 2001 - 2003
JP Morgan January 1999 - February 2001
Skills
Hedging, Derivatives, Fixed Income, Accounting, Middle Office, Structured Products, Finance, Capital Markets, Financial Services, Financial Markets, Product Control, Banking, FX Options, Treasury, Interest Rate..., Options, Swaps, Bonds, Investment Banking
Education
New York University 2002 — 2002
Derivatives
Fundação Getúlio Vargas 1997 — 2000
Master of Business Administration (MBA)
Fundação Getulio Vargas
Bachelor of Business Administration (B.B.A.)
HSBC Global Banking and Markets August 2014 - Present
Emory University August 2012 - December 2013
HSBC Global Banking and Markets June 2013 - August 2013
vitaMedMD May 2011 - July 2011
Skills
Visual Basic, Microsoft Excel, Data Analysis, Statistics, PowerPoint, Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Economics, Research, Financial Analysis, Finance, Valuation, Investment Banking, Corporate Finance
Education
Emory University - Goizueta Business School 2010 — 2014
BBA, Finance & Operations Management
HSBC Global Banking and Markets July 2014 - August 2014
United Asia Live Company June 2012 - August 2012
Skills
PowerPoint, Chinese, Microsoft Office
Education
Cornell University 2013 — 2017
The Hockaday School 2010 — 2013
High School
ShanghI Foreign Language School
Georgia Institute of Technology August 2015 - Present
HSBC Global Banking and Markets June 2013 - January 2015
Athena Capital Management March 2013 - May 2013
Ministry of National Defense, R.O.C. October 2012 - February 2013
Polaris Securities August 2009 - August 2009
Skills
Equity Research, Financial Analysis, Financial Modeling, Quantitative Analytics, Quantitative Research, Analysis
Education
Georgia Institute of Technology 2015 — 2016
Master of Science (MS), Analytics
National Taiwan University 2007 — 2012
Bachelor's degree, Finance, General
University of California, Berkeley 2011 — 2011
Reciprocal Exchange Program, Department of Mathematics
National Taiwan University 2008 — 2009
Quantitative Finance Program
Promising Capital September 2013 - November 2013
HSBC Global Banking and Markets April 2013 - September 2013
China Construction Bank January 2013 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Windows, Event Planning, Time Management, Eviews, Financial Statement..., Data Analysis, Statistical Data..., Tennis, Swimming, Asset Allocation, Badminton, Wind, Economics, Finance, Financial Modeling
Education
University of Rochester 2014 — 2015
Master's Degree, Master of Science in Finance
Shanghai Jiao Tong University 2010 — 2014
Bachelor's Degree, Finance, General, GPA: 89.5/100 (Major GPA: Top 10%)
George Mason University 2012 — 2012
Introduction to Experimental Economics and Game Theory, A
HSBC Global Banking and Markets March 2015 - Present
HSBC Global Banking and Markets April 2013 - February 2015
HSBC Global Banking and Markets April 2011 - March 2013
HSBC Retail Banking and Wealth Management October 2007 - March 2011
HSBC Retail Banking and Wealth Management September 2006 - September 2007
HSBC Retail Banking and Wealth Management September 2005 - September 2006
Skills
Credit, Financial Analysis, Credit Analysis, Commercial Banking, Banking, Valuation, Portfolio Management, Financial Modeling, Corporate Finance, Series 7, Commodity, Investments, Bloomberg, Loans, Finance, Cash Management, Capital Markets, Analysis, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MSc), Finance, General
Fordham University 2009 — 2011
M.A., Economics
St. Mary's University 2001 — 2005
B.A., Economics
HSBC Global Banking and Markets August 2014 - Present
Mercator Advisory Group September 2013 - August 2014
Bottomline Technologies January 2011 - August 2013
MasterCard May 2006 - January 2011
Comcast May 2004 - May 2006
JPMorgan Chase 2002 - 2004
Skills
Product Management, Marketing Strategy, Electronic Payments, Commercial Card, Management Consulting, Project Management, New Business Development, Manage Client..., Cash Management, Voice of the Customer, Banking, Software Development, Invoice Processing, Agile Methodologies, Cross-functional Team..., Leadership, Market Research, Payments, Salesforce.com, Strategy, Enterprise Software, Management, SaaS
Education
Ithaca College
Bachelor's degree
Long Island University, C.W. Post Campus
Master of Business Administration (MBA)
HSBC Global Banking and Markets October 2014 - Present
J.P. Morgan March 2013 - September 2013
Bloomberg February 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Software, Bloomberg, Finance, Accounting, Financial Analysis, Financial Modeling, Fixed Income, Securities, Bonds, Corporate Actions, Bloomberg Terminal, Analysis, Equities, Data Analysis
Education
Hofstra University 2014 — 2016
Master of Science, Finance, General
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Morristown High School 2003 — 2007
HSBC Global Banking and Markets March 2015 - Present
HSBC Commercial Banking Group (CMB) November 2011 - March 2015
Arjent LLC April 2011 - November 2011
Mercury Solar Systems January 2010 - February 2011
Wachovia Securities Financial Network January 2007 - December 2009
Oppenheimer & Co. January 2005 - January 2007
Skills
Valuation, Corporate Finance, Finance, Economics, Credit Risk, Commercial Real Estate, Trade Finance, Trade Credit Insurance, Import Export, Foreign Exchange Risk..., Cash Management, Financial Modeling, Financial Analysis, Cross-border..., Financial Transactions, Series 7, Series 63, Life Insurance, Commercial Banking, Commercial Lending, Letters of Credit, Incoterms, Banking, Debt, Credit, Credit Analysis, Financial Risk, DCF, Cash Flow, Relationship Management, Real Estate, Commercial Real Estate..., Cap Rates, Time Value of Money, Treasury Management, Commercial Mortgages, Structured Finance, Business Strategy, Real Estate Financing, Loans, Securities, FX Options, Financial Services, Real Estate Economics, Strategy
Education
HSBC Group Executive Development Program 2014 — 2014
United Kingdom
Investment Banking Institute 2011 — 2011
Postgraduate professional Education:, M&A Advisory, Valuation, Capital Formation
Iona College 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance
Iona College 2001 — 2005
Bachelors of Business Administration, Marketing / Economics
Fordham Preparatory School 1998 — 2001
High School, Finance
HSBC Global Banking and Markets June 2015 - Present
Camp Walden July 2011 - August 2014
Sales Spider Media May 2014 - June 2014
Sales Spider Media September 2008 - December 2013
Midtown Honda May 2013 - June 2013
North Toronto Baseball Association May 2007 - June 2013
Skills
Leadership, Customer Service, Team Building, Negotiation, Strategy, Gloves
Education
Ivey Business School at Western University 2014 — 2016
Western University 2012 — 2014
Specialization in Mathematics
York Mills Collegiate Institute
CME Group February 2015 - Present
Paper-Papers LLC September 2014 - Present
Parfums Christian Dior August 2014 - February 2015
Ready Made Resources August 2014 - September 2014
Internship and Career Consulting November 2013 - May 2014
Moutai Culture Research Association (Subsidiary of China’s largest liquor company Moutai) November 2009 - July 2012
Xibei Dining, Inc. March 2009 - November 2009
HSBC Global Banking and Markets March 2008 - March 2009
Skills
Data Analysis, Microsoft Office, Marketing Research, Marketing Strategy, Pricing, Analysis, Microsoft Excel, PowerPoint, Chinese Mandarin, Event Planning, Multi-media Marketing..., Social Media, SEO, Direct Marketing, Consumer Packaged Goods..., Accounting, Product Management, Digital Marketing, Marketing
Education
Illinois Institute of Technology 2012 — 2014
Master's degree, Marketing Analytics and Communications, GPA: 3.72
Inner Mongolia University 2003 — 2007
Bachelor's Degree, English
Peking University 2005 — 2006
English
HSBC Global Banking and Markets July 2014 - Present
HealthNow New York Inc. September 2002 - July 2014
Hurwitz & Fine, P.C. 1996 - 2002
Damon Morey 1986 - 1993
Skills
Microsoft Office, Microsoft Excel, Hummingbird DM, Time Matters, Pleadings, Document Drafting, Contract Management, Trials, PACER, Litigation Support, Litigation, Insurance, Paralegals, Product Liability, Personal Injury, Lexis, Legal Research, Civil Litigation, Appeals, Research, Regulatory Audits, Insurance Law, Corporate Law, Medical Malpractice, Mergers & Acquisitions, Toxic Tort, Document Review, LexisNexis
Education
State University of New York at Buffalo 1984 — 1986
Bachelor's degree, Legal Studies, General
Erie Community College 1982 — 1984
Associate's degree, Legal Assistant/Paralegal
HSBC Global Banking and Markets August 2014 - Present
Bourbon Financial Management, LLC - Excellence - Expertise - Ethics November 2013 - April 2014
Bank of Communications Limited June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Access, Bloomberg Terminal, Research, Windows, Financial Analysis, SPSS, Data Analysis, Customer Service, Teamwork, Outlook, Public Speaking, Social Media, Cadis, Markit EDM
Education
Illinois Institute of Technology 2011 — 2013
Master's degree, Finance and Financial Management Services
Hunan University 2007 — 2011
Bachelor of Arts (BA), Finance, General
HSBC Global Banking and Markets June 2015 - August 2015
A.T. Kearney July 2014 - August 2014
Ping An Securities Company, Ltd. June 2014 - July 2014
HD Supply May 2013 - August 2013
PwC July 2012 - August 2012
Skills
Valuation, Financial Analysis, Data Analysis, Mandarin, Stata, GAAP, Financial Modeling, Access, Finance, Microsoft Excel, PowerPoint, Management
Education
Columbia University in the City of New York 2014 — 2016
Master of International Affairs, International Finance and Economic Policy
Emory University - Goizueta Business School 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University 2010 — 2012
Bachelor of Arts, International Studies
Nanjing Foreign Language School 2007 — 2010
High School Diploma
HSBC Global Banking and Markets June 2014 - Present
180 Degrees Consulting Mexico A.C. July 2010 - Present
HSBC Mexico January 2012 - June 2014
Centro de Investigación Económica August 2010 - August 2011
Consejo Universitario de Honor y Excelencia February 2010 - September 2010
Consejo Universitario de Honor y Excelencia September 2009 - February 2010
Mensa Mexico June 2006 - January 2009
Skills
Entrepreneurship, Economics, Finance, Consulting, Trading, Interest Rate..., FX Options, Research, Social Entrepreneurship, Corporate Governance, Business Strategy, Management Consulting, Financial Modeling, Financial Analysis, Nonprofits, Financial Risk, Banking, Strategic Financial...
Education
Instituto Tecnológico Autónomo de México 2006 — 2012
Double Major, BSc in Applied Mathematics, BA in Economics
Handelshögskolan i Stockholm 2009 — 2009
Exchange, Economía
Phi Kappa Psi April 2015 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Phi Kappa Psi Fraternity April 2014 - April 2015
Johns Hopkins Varsity Winter/Spring Track and Field September 2012 - August 2014
Johns Hopkins Blue Jay 5k Run April 2013 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
Institute for Applied Economics December 2012 - May 2013
West Islip Varsity Winter/Spring Track and Field November 2009 - June 2012
Skills
Research, Entrepreneurship, Philanthropy, Foreign Languages, Banking, VBA, Microsoft Excel, Leadership, Teamwork, Web Design, Prezi, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Major: Economics ; Double Minor: Financial Economics & Entre. and Mgmt, GPA: 3.6/4.0
East China Normal University 2014 — 2014
Accelerated Chinese Language Program
West Islip High School 2008 — 2012
New York State Advanced Regents Diploma & International Baccalaureate Diploma
Global IR Group October 2014 - Present
HSBC Global Banking and Markets June 2008 - June 2014
Bear Stearns April 2007 - June 2008
Sofrana Advisory Services January 2003 - March 2007
Citi June 1992 - October 2002
Skills
Equity Research, Latin American markets, Emerging Markets, Consulting, Investment Banking, Hedge Funds, Equities, Fixed Income, Bloomberg, Asset Management, Capital Markets, Marketing, Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Investor Relations
Education
Queen's University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico Autónomo de México 1979 — 1983
Bachelor of Science (BSc), Economics
HSBC Global Banking and Markets July 2015 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Cogent Partners June 2013 - August 2013
Marcus & Millichap January 2013 - April 2013
1-800-GOT-JUNK? February 2011 - August 2011
Skills
Conversational Mandarin..., Intermediate Excel and..., Global Experience, Corporate Finance, Financial Accounting, Investments, Financial Analysis, Teamwork, Databases, Valuation, Finance, Statistics
Education
Emory University 2011 — 2015
Double Major: Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business(Finance)/Chinese, Sophomore
Peking University 2012 — 2012
Intensive Mandarin Study Abroad Program
HSBC Global Banking and Markets June 2014 - Present
ClearlySo February 2014 - March 2014
HSBC August 2011 - July 2013
HSBC January 2010 - August 2011
HSBC July 2008 - December 2009
Skills
Investments, Valuation, Financial Analysis, Credit Analysis, Banking, Investment Banking, Trading, Bloomberg, Credit Risk, Emerging Markets, Commercial Banking, Corporate Finance, Management, Private Equity, Trade Finance, Capital Markets, Equities, Financial Modeling, Derivatives, Portfolio Management, Fixed Income, Financial Markets, Equity Research, Financial Risk
Education
London Business School 2013 — 2014
Masters in Finance
Fudan University 2004 — 2008
Bachelor of Arts (BA), Finance
HSBC Global Banking and Markets August 2014 - Present
BMO Capital Markets April 2014 - August 2014
Interview Consulting December 2009 - October 2013
Monad Group Inc. July 2012 - June 2013
Common Ground Cooperative Inc. January 2009 - April 2009
Skills
Microsoft Word, Legal Research, Research, Public Speaking, Microsoft Excel, Project Management, Gentoo Linux, Debian, Microsoft Power Point
Education
Nanyang Technological University
Bachelor of Commerce, Business Law/Languages
Ryerson University
Bachelor of Commerce, Business Management, Law & Business
George Brown College
OCAD, Business Administration
Macquarie Group August 2010 - July 2014
HSBC October 2007 - July 2010
HSBC Global Banking and Markets March 2005 - October 2007
Skills
Talent Management, Talent Acquisition, Talent Pipelining, Compensation & Benefits, Compensation Structures, Global Compensation, Compensation Planning, Recruiting, lateral recruitment, Employee Benefits, Employee Relations, Employee Surveys, Employee Handbooks, Risk Management, Change Management, Succession Planning, Human Resources, Performance Management, Employee Engagement
Education
Eastman School of Music 1992 — 1994
Master of Music, Performance and Literature, Vocal Performance
Furman University 1988 — 1992
Bachelor of Music, Music Education
HSBC Global Banking and Markets November 2014 - Present
Thomson Reuters June 2014 - August 2014
RBS Global Banking & Markets September 2011 - June 2013
Royal Bank of Scotland June 2010 - August 2010
CCPIT Patent and Trademark Law Office July 2009 - August 2009
Skills
SQL, Derivatives, Business Analysis, Investment Banking, Fixed Income, Matlab, Java, FX Options, Quantitative Finance, VBA, Financial Modeling, Pricing, Portfolio Optimization, Bloomberg, Equities
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MSc)
Imperial College London 2008 — 2011
Bachelor of Engineering (BEng)
The high school affiliated to Renmin University 2005 — 2008
Oliver Wyman November 2014 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Petra Capital Management June 2011 - August 2011
TNS Research International June 2010 - August 2010
Skills
Market Research, Data Analysis, Project Planning, Analysis, Due Diligence, Leadership, Business Strategy, Investment Banking, Valuation, Investments, Venture Capital, Entrepreneurship, Economics, Kendo
Education
Cornell University 2009 — 2015
B.S., Industrial and Labor Relations
Korean Minjok Leadership Academy 2006 — 2009
High School Diploma, AP Scholar
Goldman Sachs July 2015 - Present
HSBC Global Banking and Markets January 2014 - June 2014
HSBC Global Banking and Markets July 2013 - December 2013
Education
Princeton University 2014 — 2015
Master in Finance
Ecole Centrale Paris 2011 — 2015
Master's degree, General Engineering
Lycée Louis le Grand 2009 — 2011
Preparatory school, MPSI/MP*
Lycée Louis le Grand 2006 — 2009
Baccalauréat Scientique, European Section
Ecole Active Bilingue Jeannine Manuel 1994 — 2006
HSBC Global Banking and Markets November 2014 - Present
Aligned Independent Advisors April 2014 - September 2014
Continuum Investment Advisory May 2014 - August 2014
Gerson Lehrman Group March 2013 - July 2013
SXL Group July 2012 - September 2012
Bank of China June 2012 - July 2012
Skills
Risk Management, Financial Modeling, Market Research, Corporate Finance, Portfolio Management, Financial Analysis, Economics, Matlab, Finance, Accounting, Investments, Asset Management, VBA, Excel VBA, Simulations, Excel, Business Analysis, Business Development, C++, Visual Basic for..., Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Operations Research with concentration on Financial and Managerial Applications
Fudan University 2009 — 2013
Bachelor's degree, Finance, General
HSBC Global Banking and Markets May 2015 - Present
Duke Fuqua School of Business July 2014 - May 2015
BlackRock August 2013 - September 2013
Investec July 2013 - July 2013
Personal Trust International July 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Team Leadership, Market Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Management Studies, Business Administration and Management, General
University of Bath 2011 — 2014
Bachelor of Science (B.Sc.), Economics and Politics
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets June 2013 - August 2013
Gannett Welsh & Kotler June 2012 - August 2012
Boston College May 2012 - August 2012
Merrill Lynch October 2011 - April 2012
J.Crew March 2010 - January 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Investments, Bloomberg Terminal, ThomsonOne, Company Valuation, DCF Valuation, LBO, Multiples, Precedent Transactions, Comparable Analysis
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor's of Science in Management, Concentration in Finance
Copenhagen Business School 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Finance
SunTrust Robinson Humphrey June 2014 - Present
Goizueta Business School, Emory University August 2011 - May 2014
HSBC Global Banking and Markets June 2013 - August 2013
Readers Beyond Borders October 2011 - October 2012
Fimeris May 2012 - August 2012
Maxim Group LLC February 2010 - August 2011
Paul Bernard & Associates June 2009 - February 2010
Our Lady of Grace Church May 2006 - June 2009
Skills
Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Java, Financial Modeling, Economics, Financial Analysis, Public Speaking, Management
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration, Finance Concentration; B.S, Applied Mathematics
Regis High School 2006 — 2010
High School Diploma
Latham & Watkins October 2011 - Present
HSBC Global Banking and Markets January 2010 - June 2010
Cleary Gottlieb Steen & Hamilton LLP January 2009 - March 2009
SGCIB January 2008 - June 2008
Mayer Brown July 2007 - December 2007
Education
University of California, Berkeley - School of Law 2010 — 2011
Master, Law
Université Panthéon Assas (Paris II) 2008 — 2009
Master, International Taxation
HEC School of Management / HEC Paris 2005 — 2009
Grande Ecole, Management
University Paris XI 2006 — 2008
Licence, Law
Prepa Franklin 2003 — 2005
Saint Louis de Gonzague
Saint Louis de Gonzague
Arthur D. Little Middle East March 2014 - May 2014
Arthur D. Little December 2013 - February 2014
HSBC Global Banking and Markets December 2012 - February 2013
BDO Germany June 2010 - August 2010
BIT-GRAPHIK June 2007 - June 2009
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Science (M.Sc.) Management Studies (MSMS)
Harvard University 2015 — 2016
Cross-registered student
HEC Paris 2014 — 2016
Master in Management - Grande École
University of Mannheim 2010 — 2013
Bachelor of Science (B.Sc.), Business Administration
Nanyang Technological University 2012 — 2012
Exchange Semester, Nanyang Business School, Singapore
Deloitte November 2014 - Present
Ernst & Young July 2011 - November 2014
Indian Oil Corporation Limited June 2010 - August 2010
Kotak Securities August 2006 - May 2009
HSBC Global Banking and Markets 2005 - 2005
Skills
Equity Research, Risk Management, Financial Modeling, Equities, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Portfolio Management, Analysis, Finance, Financial Markets, Financial Services, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
MBA, Corporate Finance, Capital Markets
Lancaster University 2003 — 2006
BSC (Honors) Business Studies, Finance, Marketing
Delhi Public School - R. K. Puram 1991 — 2003
Commerce
HSBC Global Banking and Markets August 2015 - Present
Columbia University in the City of New York April 2013 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Columbia University in the City of New York September 2013 - December 2013
S&P Capital IQ July 2013 - August 2013
Mayor's Office of Operations May 2013 - June 2013
Alternative Assets Investment Management May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Java, HTML, Windows, Matlab, Time Management, Research, Data Analysis, Public Speaking, Statistics
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Operations Research
Millburn High School 2007 — 2011
HSBC Global Banking and Markets July 2015 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Castleton Commodity International August 2012 - November 2012
Thomson Reuters March 2012 - June 2012
Pacific Asset Management Co., Ltd. August 2011 - September 2011
Skills
C, C++, Microsoft Excel, Matlab, R, Reuters, Wind, Bloomberg, Financial Modeling, Financial Engineering
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research
Fudan University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Shaoxing No.1 Senior High School 2006 — 2009
HSBC Global Banking and Markets March 2015 - Present
HSBC Global Banking and Markets July 2014 - March 2015
CIT July 2012 - July 2014
MasterCard June 2011 - August 2011
AXA Advisors January 2011 - June 2011
Wufantuan.com The Lunch Group September 2010 - January 2011
Industrial Securities Co., Ltd. September 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Mandarin, Financial Analysis, Microsoft Excel, Market Research, PowerPoint, Capital IQ, Microsoft Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
BS, Finance, International Business, Art History
Monroe Woodbury High School 2004 — 2008
East China Normal University
The Content Group June 2015 - Present
HSBC Global Banking and Markets April 2015 - July 2015
UBS Investment Bank March 2014 - January 2015
NYC Department of Education February 2013 - July 2013
FX Commonwealth Foreign Exchange January 2012 - February 2013
Advanced Equities, Inc. May 2011 - January 2012
NYC Department of Small Business Services May 2010 - August 2010
Micro Management, Inc. May 2007 - September 2009
Black Metropolis Convention and Tourism Council March 2009 - June 2009
Micro Management, Inc. August 2003 - August 2005
Skills
Analysis, Excel, Planning and..., Process Consulting, Customer Relations, Modeling, Inside Sales, Outside Sales, Business Strategy, Photoshop, Business Planning, Customer Service, Financial Modeling, Microsoft Excel, Entrepreneurship, Business Analysis, Training, Market Research, Budgets, Finance, CRM, OS X, Mac OS, Forecasting, Financial Analysis, Risk Management, Portfolio Management, Investments, Banking, Corporate Finance, Strategic Planning, SQL, Databases, Data Analysis, Salesforce.com, Microsoft Office, Management, Management Consulting, Project Management, Business Intelligence, Analytics, Financial Services, Start-ups, Business Process, Financial Risk, Derivatives, Consulting, Financial Markets, Business Development, Investment Banking
Education
Indiana University Bloomington 2006 — 2008
B.A., Economics/Political Science
Pace University - Lubin School of Business 2009 — 2012
MBA, International Economics, Investment Management
Ernst & Young Orenda Corporate Finance August 2012 - Present
HSBC Global Banking and Markets March 2011 - September 2011
HSBC Global Banking and Markets March 2008 - March 2011
HSBC Global Banking and Markets July 2005 - March 2008
HSBC Global Banking and Markets October 2003 - June 2005
Skills
Valuation, Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Debt & Equity Financing
Education
Richard Ivey School of Business 1997 — 2003
HBA, Business/Finance
Western University
Western University
TD August 2014 - Present
TD January 2013 - August 2014
TD August 2011 - December 2012
TD September 2010 - July 2011
Citi December 2006 - August 2010
HSBC Global Banking and Markets November 2004 - November 2005
Citifinancial Consumer Finance India Ltd June 2003 - November 2004
Skills
Banking, Credit, Mutual Funds, Retail Banking, Relationship Management, Loans, Commercial Banking, Portfolio Management, Finance, Mortgage Lending, Investments, Sales, Financial Services, Cross Selling, Team Management, Credit Analysis, Financial Analysis, Business Development, Customer Retention, Customer Service, Private Banking, Small Business Lending, Branch Banking, Small Business, Management, Wealth Management, Consumer Lending, Credit Risk, Financial Advisory, Residential Mortgages, Loan Origination, Lines Of Credit, Investment Advisory, Training and development, Leadership, Coaching, Team Leadership, Sales Management
Education
George Brown College 2006 — 2006
Diploma in Strategic Financial Planning, Investments and Securities
IP University Delhi 2002 — 2004
Master of Business Administration (MBA), Marketing and Human resource
Delhi University 1998 — 2001
BA, Mathematics
HSBC Global Banking and Markets June 2014 - August 2014
huashang fund management co.,ltd May 2013 - June 2013
Deutsche Bank May 2012 - July 2012
IBM September 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Industrial and Commercial Bank of China June 2010 - July 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, VBA, C++, Bloomberg, Derivatives, Equity Research, WRDS, Statistics, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (M.S.), Financial Engineering
National University of Singapore 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
National University of Singapore 2008 — 2013
Bachelor of Engineering (B.Eng.), Industrial and systems Engineering
Principal Financial Group March 2015 - July 2015
HomeServices Lending, LLC September 2014 - January 2015
State Street February 2014 - July 2014
HSBC Global Banking and Markets January 2013 - February 2014
Deloitte August 2011 - October 2012
Accenture April 2010 - August 2011
Goldman Sachs May 2008 - April 2010
United States Marine Corps 1997 - 2004
Education
Columbia University in the City of New York 2005 — 2008
HSBC Global Banking and Markets May 2014 - Present
Envestnet, Inc October 2012 - May 2014
UBS June 2011 - August 2011
Weeden & Co. May 2009 - July 2009
Skills
Bloomberg, Program Trading, Equity Trading, Equities, Series 7, Microsoft Excel, Asset Management, Fixed Income, Tableau, Microsoft CRM, Budget Reconciliation, ETFs, Mutual Funds, Product Management, Data Analysis, Series 63, Trading
Education
Fairfield University 2007 — 2011
BS, Finance
Fairfield University 2007 — 2011
MBA, Finance
HSBC Global Banking and Markets July 2013 - Present
KPMG Advisory October 2011 - July 2013
Deloitte Consulting April 2008 - September 2011
Colegio Público Isabel la Católica (Madrid, Spain) October 2006 - June 2007
Paltalk July 2006 - September 2006
U.S. House of Representatives September 2005 - December 2005
Skills
Management Consulting, Financial Modeling, Valuation, Business Process..., Organizational Design, Due Diligence
Education
Georgetown University 2003 — 2006
Bachelor of Arts, Spanish, Government
Universidad Complutense de Madrid 2005 — 2005
Ciencias Políticas, Filología Hispánica
United States Air Force June 2010 - Present
US Air Force Reserve January 2002 - June 2010
US Army 2007 - 2010
HSBC Global Banking and Markets July 1998 - December 2001
Skills
Leadership, Bible Teaching, Discipleship, Leadership Development, Coaching & Mentoring, Community Outreach, Public Speaking, DoD, Military, Military Experience, Military Operations, Pastoral Counseling, Grief Counseling, Cisco IOS, Network Engineering, Security Clearance
Education
Columbia International University 2002 — 2007
Master of Divinity (M.Div.), Theology and Leadership
State University of New York College at Buffalo 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Computer and Information Systems Security/Information Assurance
Luxottica Group September 2013 - Present
Health For All Missions July 2012 - July 2013
Expedia, Inc. July 2010 - July 2012
WFG -Aegon USA November 2006 - January 2009
Prudential Americana Group / All Western Mortgage February 2003 - September 2006
HSBC Global Banking and Markets January 2000 - May 2003
Skills
Sales, Marketing, SAS, Microsoft Office, Strategic Planning, Strategy, Employee Training, Business development, Research, Leadership, Ministry, Translation,..., Financial Advisory, CRM, Management, Training, Consulting, Business Intelligence, Data Analysis
Education
GTU joined degree program UCB
Master’s Degree, Social Psychology
SAS Institute
Base SAS Certification in progress, Statistical Analysis
HSBC Global Banking and Markets September 2014 - Present
HSBC October 2011 - September 2014
HSBC Securities August 2010 - October 2011
HSBC Securities July 2009 - September 2010
Skills
Capital Markets, Fixed Income, Series 7, Bloomberg, Investment Banking, Series 63, Equities, Securities, Financial Analysis
Education
National Taiwan University 2007 — 2008
Chinese Language and Literature
College of the Holy Cross 2003 — 2007
BA, Economics, Chinese Language and Civilization
HSBC Global Banking and Markets August 2014 - Present
HSBC Bank USA August 2012 - September 2014
HSBC Bank Plc November 2011 - July 2012
HSBC October 2007 - November 2011
Deutsche Bank October 2006 - October 2007
HSBC October 2003 - October 2006
Skills
Capital Markets, Structured Products, Bonds, Securities, CDO, ABS, Loans, MBS, CLO, Loan Servicing, Corporate Trust, Client Services, Fixed Income, Banking, Financial Services, Derivatives, Investment Banking, Structured Finance, Risk Management, Financial Markets, Relationship Management, Cash Management, Middle Office, Settlement, Corporate Actions, Swaps
Education
Heriot-Watt University 1999 — 2003
MA Hons, Accountancy & Finance
HSBC Global Banking and Markets March 2015 - Present
HSBC Global Banking and Markets October 2013 - March 2015
HSBC Global Banking and Markets April 2013 - September 2013
The 400 LLC September 2010 - November 2012
Hollister October 2009 - September 2010
Veterans Affairs Hospital June 2004 - June 2007
Skills
Series 3, Series 34, Quickbooks, Quicken, Filemaker Pro, Access, Microsoft Office, Advertising, Excel, Teamwork, Strategic Planning, Databases, Database Administration, Financial Analysis, Business Management, Microsoft Excel, Social Networking, Budgets, Customer Service, Finance, Leadership, Management, Microsoft Word, Public Speaking, Sales
Education
Florida International University 2009 — 2010
Masters of Science in Finance, Finance
Florida International University - College of Business Administration 2004 — 2008
Bachelors, Business Management
Crédit Agricole CIB May 2011 - Present
HSBC Global Banking and Markets January 2010 - April 2011
HSBC Global Banking and Markets January 2008 - April 2011
HSBC Global Banking and Markets January 2007 - January 2008
Sikorsky Aircraft May 2004 - January 2007
Skills
Trading, Electronic Trading, Foreign Exchange, Banking, Risk Management, Financial Analysis, Investment Banking, Portfolio Management, Business Analysis, Derivatives, Time Series Analysis, Monte Carlo Simulation, Econometric Modeling, Data Modeling, Fixed Income, MBS, Software Engineering, Computer Science
Education
Columbia University in the City of New York 2005 — 2007
Master of Science (M.S.), Financial Engineering
Tufts University 2000 — 2004
Bachelor of Science (B.S.), Computer Engineering
Emory University January 2014 - April 2015
HSBC Global Banking and Markets May 2014 - June 2014
Emory University January 2014 - May 2014
Emory Telefund - Office of Annual Giving January 2014 - March 2014
China Industrial Bank(兴业银行股份有限公司) June 2013 - July 2013
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Financial Engineering
Emory University 2011 — 2015
Bachelor's Degree, Applied Mathematics and Economics
HSBC Global Banking and Markets June 2015 - August 2015
Citi October 2013 - January 2014
PwC July 2013 - October 2013
ING July 2013 - July 2013
Skills
Microsoft Excel, Stata, Financial Analysis, English, Research, Economics, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Teamwork
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master of Public Administration, International Finance and Economic Policy, 3.9/4.0
Zhejiang University 2010 — 2014
Bachelor of Economics (Honors), Public Finance
HSBC Global Banking and Markets August 2015 - Present
HSBC July 2013 - Present
Mackenzie Health July 2012 - August 2012
Enterprise Rent-A-Car May 2011 - September 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts, Honours Business Administration (HBA)
HSBC Global Banking and Markets June 2015 - August 2015
AIESEC United States January 2014 - January 2015
Deloitte July 2014 - August 2014
PwC June 2013 - August 2013
Standard Chartered Bank July 2011 - August 2011
South China Morning Post September 2010 - June 2011
Skills
Event Planning, Public Speaking, Research, InDesign, Photoshop, Mandarin, English, Cantonese, Lasercutting, Vacuum Forming, PowerPoint, Spanish, Microsoft Word, Leadership, Teamwork, Editing
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Minoring in Business Administration and Art History
Chinese International School 2008 — 2012
Marymount Secondary School 2006 — 2008
Wilmington Trust September 2013 - Present
BlackRock January 2013 - August 2013
HSBC Global Banking and Markets 2011 - 2012
Education
Thomas Edison State College 2015 — 2017
Bachelor’s Degree, Business Administration, Management and Operations
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
CUNY York College 2006 — 2007
Paralegal Certification, Civil Litigation, Trust & Estate planning. legal research and writing.
Credit Suisse June 2015 - August 2015
ALSET GLOBAL June 2014 - July 2014
HSBC Global Banking and Markets December 2013 - January 2014
Education
Cornell University 2012 — 2016
Bachelor’s Degree, Economics, Applied Economics and Management, 3.64
Greenwich High School 2008 — 2012
High School, 4.55
HSBC Global Banking and Markets September 2015 - Present
HSBC Bank USA June 2008 - Present
HSBC Global Banking and Markets 2011 - August 2015
HSBC July 1996 - June 2008
NatWest January 1995 - June 1996
NatWest June 1985 - January 1995
Skills
Trading, Portfolio Management, Residential Mortgages, Fixed Income, Asset & Liability..., Interest Rate Hedging, Derivatives, Interest Rate Risk..., Management, ALM, Capital Markets, Bonds, Equities, Options, Structured Products, Risk Management, Electronic Trading, Hedge Funds, Market Risk, Credit Derivatives, Financial Markets, Investments, Swaps, Asset Management, Interest Rate..., FX Options, Bloomberg, Securities, Trading Systems, Structured Finance, Credit Risk, Commodity, Financial Risk, Valuation, Alternative Investments, Equity Derivatives, Hedging, Investment Banking
Education
Hobart and William Smith Colleges 1981 — 1985
BA, History, Economics
HSBC Global Banking and Markets June 2015 - August 2015
Skills
Customer Service, Microsoft Excel, Microsoft Word, Management, Microsoft Office
Education
College of the Holy Cross 2013 — 2017
Bachelor’s Degree, Economics, Deans List
University of California, Berkeley, Haas School of Business August 2015 - Present
Wells Fargo Securities September 2014 - August 2015
Standard Chartered Bank May 2013 - September 2014
HSBC Global Banking and Markets April 2011 - May 2013
HSBC Global Banking and Markets July 2010 - April 2011
Skills
Capital Markets, Fixed Income, Management, Financial Modeling, Emerging Markets, Financial Markets, Investments, Private Equity, Bonds, Banking, Hedge Funds, Due Diligence, Structured Products, Finance, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Fudan University 2006 — 2010
Bachelor’s Degree, Finance
National University of Singapore 2009 — 2009
Exchange, Finance
SeedInvest June 2015 - August 2015
AlleyNYC September 2014 - November 2014
Mindvalley June 2014 - August 2014
HSBC Global Banking and Markets March 2013 - July 2013
The KL Bazaar September 2010 - May 2013
Skills
Entrepreneurship, Business Strategy, Strategic Partnership, Critical Thinking, Start-ups, Business Development, Team Leadership, Marketing Communications, Public Relations, Problem Solving, Social Skills, Marketing Strategy, Blogging, Advertising, SEO
Education
Hofstra University 2013 — 2015
Master of Business Administration (MBA), Finance, General, 3.70 GPA
University of South Australia 2010 — 2012
Bachelor of Applied Finance, Minor in Marketing
Taylor's Business Foundation 2009 — 2010
Foundation in Business, Overview of Business
HSBC Global Banking and Markets October 2014 - Present
PwC March 2014 - October 2014
Natixis May 2013 - August 2013
CleanEdison January 2013 - May 2013
Seedinvest October 2012 - January 2013
Reflection Investments June 2012 - July 2012
SNIC INDIA January 2012 - May 2012
Fichtner Consulting Engineers June 2010 - July 2010
Skills
Java, Turbo C++, Microsoft Excel, Microsoft Office 2007, Trading, Solidworks, ANSYS, ICEM CFD, Matlab, Options Strategies, Equities, Fixed Income, Kanban, Kaizen, Toyota Production System, Industrial Engineering, Corporate Finance, Financial Reporting, VBA, Investment Banking, Financial Modeling, Financial Accounting, Valuation, Leveraged Finance, Mergers & Acquisitions, Management Consulting, Competitive Analysis, Capital Markets, Business Development, Microsoft Office
Education
Columbia University in the City of New York 2012 — 2013
Master's degree, Management Science and Engineering
Vellore Institute of Technology 2008 — 2012
Bachelor of Technology (B.Tech.), Mechanical Engineering, 8.46/10 "very good"
Sishya School,Chennai 2000 — 2008
Societe Generale Corporate and Investment Banking - SGCIB July 2015 - Present
HSBC Global Banking and Markets May 2014 - September 2014
Skills
Machine Learning, Statistics, Probability, C++, OpenCL, Matlab, R, Stochastic Calculus, Derivatives, Interest Rates, Malliavin Calculus, Market Microstructure, VBA, Java, C, SQL, CUDA
Education
Ecole Nationale des Ponts et Chaussées 2014 — 2015
Master's degree, Applied Mathematics in Finance (ex-DEA Lamberton)
Ecole Centrale Lille 2011 — 2014
Master's degree in Engineering, Statistics and Data Sciences
Université des Sciences et Technologies de Lille (Lille I) 2013 — 2014
Master's degree in Applied Mathematics
Freshpet May 2015 - July 2015
Evoke Healthy Foods January 2015 - May 2015
Oatworks April 2014 - September 2014
UBS June 2013 - March 2014
HSBC Global Banking and Markets August 2010 - May 2013
Goldman Sachs June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), East Asian Studies
Princeton University 2005 — 2006
Japanese
Columbia University in the City of New York 2004 — 2004
Mathematics
HSBC Global Banking and Markets August 2015 - Present
Morgan Stanley Wealth Management December 2014 - May 2015
China Minsheng Banking Corp.ltd June 2014 - August 2014
Morgan Stanley July 2012 - June 2013
Skills
Equity Research, Capital Markets, Corporate Finance, Investment Banking, Emerging Markets, Financial Analysis, Mandarin
Education
Columbia University in the City of New York 2013 — 2015
Candidate, M.P.A. - International Finance
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance - Financial Credit Management
KOTRA Silicon Valley April 2015 - Present
HSBC Global Banking and Markets December 2014 - April 2015
London Business School August 2013 - July 2014
Kookmin Bank January 2011 - January 2013
Kookmin Bank February 2008 - January 2011
Kookmin Bank July 2006 - February 2008
Republic of Korea Air Force April 2000 - October 2002
Skills
Finance, Project Management, Product Development, Revenue Forecasting, Revenue Analysis, Marketing Strategy, Idea Generation, Marketing Communications, Financial Analysis, Data Analysis, Competitive Analysis, Supply Chain Management, Strategy, Financial Modeling, Brand Architecture, Analytics, Forecasting, Business Development, Valuation, Business Process..., Corporate Finance
Education
London Business School 2013 — 2014
Masters in Finance
Handong Global University 1999 — 2006
Managment, Economics (Dual), Bachelor of Arts (B.A.)
Kelly Services August 2015 - Present
L.E.G. Consulting 2010 - Present
Ultimate Medical Academy 2015 - 2015
Wellness and weight loss of tampa 2013 - 2013
Florida Department of Children and Families 2008 - 2011
Mortgage Contract Services 2007 - 2008
Asset Acceptance 2006 - 2007
HSBC Global Banking and Markets 2003 - 2005
General Motors 2000 - 2002
US Navy 1994 - 2000
Skills
Event Planning, Social Media, Microsoft Office, Office Administration, Administrative..., PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Outlook, Public Speaking, Nonprofits, Editing, Research, Office Management, Marketing Communications, Social Networking, Press Releases, Fundraising, Human Resources, Training, Leadership, Time Management, Recruiting, Data Entry, Event Management, Team Leadership, Team Building
Education
Anthem Institute Brandon 2013 — 2013
Medical assistant, Medical/Clinical Assistant, A
Colorado Technical University 2006 — 2008
Bachelor's Degree, Human Resources Management and Services, B
Everest University-Tampa 1999 — 2000
Billing and coding, Medical Billing, A
K2 Intelligence 2015 - Present
Navigant 2015 - 2015
Bank of America April 2013 - May 2014
Citi June 2014 - 2014
HSBC Global Banking and Markets 2014 - 2014
JPMorgan Chase & Co. 2014 - 2014
Swift Capital June 2012 - January 2013
Sallie Mae July 2010 - June 2012
Skills
Finance, Analysis, Management, Banking, Loans, Financial Risk, Customer Service, Business Analysis, SDLC, Retail Banking, Business Requirements, Credit Risk, Risk Management, Requirements Gathering, Portfolio Management, Access, AML, Payments, Financial Analysis, Credit, Credit Cards, Leadership, Financial Services, Corporate Finance, Salesforce.com, Underwriting, Project Management, Accounting, Customer Satisfaction, Relationship Management, Process Improvement, Credit Analysis, Executive Management, Account Management, Marketing, Commercial Banking, Fraud, Consumer Lending, Capital Markets, Vendor Management, Strategic Financial..., Anti Money Laundering, Transaction Management, Actimize, Microsoft Office, Certified Anti-Money..., Drafting SARs, 314(a), Due Diligence, Remote Deposit Capture
Education
Goldey Beacom College 2009 — 2011
Master of Business Administration (MBA), Finance, General
Goldey-Beacom College 2004 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management, General
HSBC Global Banking and Markets June 2015 - August 2015
Strategies for Wealth June 2014 - August 2014
Law Office of Mitchell Troyetsky July 2013 - August 2013
Camp Chen-A-Wanda June 2012 - August 2012
Basser-Kaufman Real Estate Investors and Developers March 2012 - June 2012
Education
Emory University - Goizueta Business School 2014 — 2016
Finance, Strategy & Management Consulting
Emory University 2012 — 2016
Goizueta Business School
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
Santander Bank, N.A. September 2015 - Present
Banco Santander July 2013 - June 2015
HSBC Global Banking and Markets October 2010 - June 2013
Itau-Unibanco February 2007 - October 2010
Skills
Finanças corporativas, Mercado de crédito, Mercados financeiros, Gestão de carteiras, Risco de crédito, Serviços bancários, Finanças, Gestão de riscos, Estratégia empresarial, Gestão de fluxo de caixa, Corporate Finance, Banking, Financial Markets, Business Planning, Credit Risk, Portfolio Management, Retail Banking, Risk Management, Business Strategy, Finance, Commercial Banking, Payments
Education
Fundacao Getulio Vargas / FGV 2011 — 2011
Financial Institutions Administration, Banking
University of California, San Diego 2010 — 2010
Business Administration, U.S Business and Economic Strategies
Fundacao Getulio Vargas / FGV 2007 — 2009
Postgraduate, International Business Administration
Faculdade Santa Marcelina 2003 — 2006
Internacionalist, International Labor Relations
HSBC Global Banking and Markets February 2005 - Present
Merrill Lynch October 2003 - February 2005
Merrill Lynch International June 2001 - October 2003
Merrill Lynch Capital Markets Bank August 1999 - June 2001
Skills
Dodd-Frank, Credit Derivatives, DTCC, Derivatives, Fixed Income, Capital Markets, Investment Banking, Trading Systems
Education
Fordham University 1995 — 1999
Bachelor of Arts (B.A.), History, 3.5
Gilt.com June 2015 - Present
One Kings Lane February 2015 - May 2015
Saks Fifth Avenue July 2014 - December 2014
Bulgari 2012 - 2014
Tiffany & Co. 2010 - 2012
HSBC Global Banking and Markets 2005 - 2009
JPMorgan Chase & Co. 2000 - 2005
Skills
Talent Management, Talent Acquisition, Onboarding, Recruiting, Sourcing, Employee Relations, Human Resources, Applicant Tracking..., Employer Branding, HRIS, HR Consulting, Succession Planning, Fashion
Education
Indiana University Bloomington
BA, Psychology
HSBC Global Banking and Markets January 2015 - Present
PNC August 2014 - January 2015
PNC Financial Services April 2010 - August 2014
General Mills May 2008 - August 2008
Skills
Banking, Retail Banking, Small Business Lending, Customer Service, Loans, Cross Selling, Team Building, Coaching, Consumer Lending, Branch Management, Relationship Management, Finance, Credit Cards, Lines Of Credit, Credit, Credit Analysis, Financial Analysis, Mortgage Lending, Cash Management, Financial Services, Sales, Deposits, Branch Banking, Commercial Banking
Education
University of Michigan 2012 — 2014
Masters of Business Administration, Finance, General
Wayne State University 2007 — 2010
Bachelor's degree, Finance, General
Delta College 2004 — 2007
Associate of Science (A.S.), Chemistry
KPMG China June 2015 - August 2015
Parsons Corporation & Duke University September 2014 - December 2014
HSBC Global Banking and Markets July 2012 - March 2013
Skills
C++, Matlab, Microsoft Excel, Java, PowerPoint, SQL, Linux, C, Windows, Visual Basic, VBA, Teamwork, Microsoft Office, Microsoft Word
Education
Duke University 2014 — 2015
Master's Degree, Engineering Management
The Hong Kong Polytechnic University 2011 — 2014
Bachelor of Engineering (BEng), Electronic Engineering
Sun Yat-Sen University 2009 — 2011
Bachelor's degree, Micro Electronics
HSBC Global Banking and Markets May 2015 - Present
JPMorgan Chase April 2014 - May 2015
Riker Danzig Scherer Hyland & Perretti LLP June 2013 - April 2014
Cook & Associates, LLC. September 2012 - May 2013
U.S. Department of State June 2012 - August 2012
The United Nations January 2012 - April 2012
Skills
Foreign Policy Analysis, Computer Proficiency, Statistical Modeling, Foreign Languages, Governmental Affairs, International Relations, Political Economy, International Political..., Security Clearance, National Security, Microsoft Office, Technical Writing
Education
John C. Whitehead School of Diplomacy and International Relations, Seton Hall University 2011 — 2013
Master of Arts (M.A.), Diplomacy and International Relations
East Carolina University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Hispanic Studies, Magna Cum Laude
Universidad Nacional de Costa Rica 2009 — 2010
Study Abroad, Relaciones Internacionales, Lingüística española
The Boston Consulting Group August 2015 - Present
Duke Chronicle February 2012 - May 2015
HSBC Global Banking and Markets June 2014 - August 2014
National Security Network May 2013 - August 2013
United Way of Southeastern Pennsylvania May 2012 - July 2012
Skills
Data Analysis, Finance, Team Leadership, Economics, Marketing, Research, Public Policy, Policy Analysis, Writing, Advertising, Spanish, WordPress, InDesign, Photoshop, Microsoft Office, Organization, Investment Banking, PowerPoint, Microsoft Excel
Education
Duke University 2011 — 2015
Bachelor’s Degree, Public Policy
HSBC Global Banking and Markets August 2015 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Morgan Stanley May 2014 - May 2014
Memorial Sloan Kettering Cancer Center June 2013 - June 2013
Skills
Quantitative Analytics, Communication Skills, Microsoft Excel, Team Leadership, Social Networking, Teamwork, Time Management, Graphic Design, Finance, PowerPoint, Public Speaking, Communication
Education
Indiana University Bloomington 2012 — 2016
The London School of Economics and Political Science (LSE)
BMO Capital Markets August 2014 - Present
Petrarca Capital Management March 2013 - June 2014
HSBC Global Banking and Markets January 2010 - November 2012
Unibanco Securities (currently Itau BBA Securities) June 2008 - February 2009
Bear Stearns (acquired by JP Morgan) April 2006 - June 2008
Citigroup October 2004 - April 2006
Standard Chartered Bank September 2003 - October 2004
Bank of Tokyo-Mitsubishi UFJ December 2002 - September 2003
Lehman Brothers September 2000 - November 2002
Standard & Poor's August 1998 - September 2000
Skills
Equity Research, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Emerging Markets, Portfolio Management, Asset Management, Latin America, Investments, Financial Markets, Financial Analysis, Series 7, Financial Services, Credit Risk, Investment Strategies, Equity Valuation, Series 63, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance, Organization of American States (OAS) Fellowship
Universidade Federal de Minas Gerais
Bachelor of Science (B.Sc.), Mechanical Engineering, Valedictorian
HSBC Global Banking and Markets November 2014 - Present
PwC October 2013 - October 2014
Hillview Capital Advisors, LLC May 2012 - August 2012
UBS AG September 2011 - December 2011
Citi June 2011 - July 2011
First Source Federal Credit Union July 2010 - August 2010
Skills
Stata, Mandarin, Chinese, Statistics, Data Analysis, Research, Tutoring, Economics, PowerPoint, Microsoft Excel, Analysis, Cantonese, Japanese, Final Cut Pro, Microsoft CRM, Teaching, Higher Education, Access, Public Speaking, Microsoft Word, Financial Modeling, Investments
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Economics
Yale University 2010 — 2010
Summer School, 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
IBM June 2015 - Present
HSBC Global Banking and Markets October 2014 - March 2015
BTG Pactual April 2014 - June 2014
Morgan Stanley Wealth Management February 2013 - April 2014
Standard Bank Group January 2012 - March 2012
Lapides Asset Management September 2011 - February 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Vector Marketing July 2008 - September 2010
Skills
Sales Management, Communication, Leadership, Team Leadership, Microsoft Excel, Bloomberg, SAP, Work in A Fast Paced..., Learning Quickly, Capital Markets, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Sales, Time Management, Public Speaking
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Iona Prep 2004 — 2008
High School, Regents with distinction
HSBC Global Banking and Markets June 2014 - Present
BNY Mellon June 2009 - February 2014
FXMarketSpace 2007 - 2008
Merrill Lynch March 2005 - March 2007
Merrill Lynch Investment Managers February 2000 - March 2005
Deutsche Bank April 1994 - September 1998
Citi November 1987 - April 1994
Skills
Sales, Relationship Management, Product Management, Research, Market Risk, Trading, Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Strategic Planning, Foreign Exchange, Asset Management, Investment Management, Strategy, Manage Client..., Options Strategies, Investments, Portfolio Management, FX Options, Proprietary Trading, Institutional..., Alternative Investments, Start-ups, Emerging Markets, Finance, Derivatives, Bloomberg, Asset Allocation, CRM
Education
The University of Chicago 1985 — 1987
Master of Business Administration (MBA), Finance, General
DePaul University 1978 — 1982
Bachelor of Commerce (BCom), Finance and Economics
HSBC Global Banking and Markets June 2015 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
B.S.
HSBC Global Banking and Markets May 2014 - Present
HSBC August 2013 - Present
Morgan Stanley July 2007 - August 2013
Fox Sports October 2003 - July 2011
Dan Klores Communications August 2006 - July 2007
Sirius Satellite Radio September 2004 - August 2006
Cirillo World October 2004 - July 2006
WFUV September 2001 - May 2004
Skills
Entertainment, Writing, Sports, Social Media Marketing, Social Media, Securities, Risk Management, Radio, Public Relations, Press Releases, Project Management, PowerPoint, New Business Development, Media Relations, Management, Fixed Income, Finance, Equities
Education
Fordham University 2000 — 2004
BA, Communications
Xaverian
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets November 2014 - April 2015
EY October 2010 - June 2013
EY October 2008 - September 2010
EY November 2007 - September 2008
Bradesco Saúde October 2005 - October 2007
Bradesco Saúde April 2002 - September 2005
Skills
IT Audit, Enterprise Risk..., COBIT, Internal Controls, Information Security, CISA, COSO, External Audit, Internal Audit, Governance, ISO 27001, Controle interno, Auditoria interna, Auditoria, Gestão de riscos, Processos empresariais, Auditoria de TI, Análise financeira, Contabilidade, Gestão, Relatórios financeiros, Gestão de riscos..., Auditing, Auditoria externa, Risk Management, Financial Analysis, Operating Systems, Financial Reporting, Business Process, Business Analysis, Accounting, Corporate Finance, Microsoft Excel, Business Planning
Education
Ibmec Business School 2007 — 2009
Certificate in Business Management
Fundação FIPECAFI 2007 — 2007
Continuing Education - Accounting
Universidade Estácio de Sá 2001 — 2006
Information Technology
EPCAR - Escola Preparatoria de Cadetes do Ar 1998 — 1999
Military High School
CMRJ - Colegio Militar do Rio de Janeiro 1993 — 1997
Military Elementary School
HSBC Global Banking and Markets May 2001 - September 2014
HSBC Global Banking and Markets 1997 - 2001
J.P. Morgan 1995 - 1997
J.P. Morgan 1993 - 1995
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Visio, LexisNexis, Volunteering, Events Coordination, Travel Planning, PTA Treasurer, Employee Engagement, KYC, Multi-task & Handle..., Prioritize Workload, Teamwork, Presentations, Customer Service, Due Diligence
Education
Wilmington College 1995 — 1996
Courses related to Business Adminstration
Delaware Technical and Community College-Stanton-Wilmington 1990 — 1994
Business Management
Danaher Corporation January 2015 - Present
Danaher Corporation April 2006 - Present
Frontier Science & Technology Research Foundation, Inc. (FSTRF) January 2005 - April 2006
HSBC Global Banking and Markets August 2004 - December 2004
UPS Supply Chain Solutions November 2001 - April 2004
Client Logic December 1999 - June 2001
Client Logic December 1995 - December 1999
Skills
Software Documentation
Education
Erie Community College
Associate's Degree, Data Processing
HSBC Global Banking and Markets September 2014 - Present
HSBC Global Banking and Markets April 2013 - September 2014
HSBC Securities August 2011 - March 2013
InvestorGrade July 2010 - August 2011
Deutsche Bank October 2009 - July 2010
G2 Systems LLC September 2007 - April 2009
Motorola Mobile Devices January 2006 - September 2007
Skills
XML, XSLT, Matlab, Perl, SQL, Derivatives, Fixed Income, Hedge Funds
Education
Cornell University 2005 — 2006
MEng, Mechanical Engineering
Cornell University 2001 — 2005
BS, Mechanical Engineering
Electrolux North America May 2013 - Present
Electrolux do Brasil June 2002 - May 2013
HSBC Global Banking and Markets February 1996 - June 2002
Skills
Project Management, Supply Chain, E-commerce, Hybris, B2B, B2C, MS Project, Microsoft Project, EDI, SAP ERP, PeopleSoft, Business Process, MS Excel Pivot Tables, Cognos, CA Clarity, ITIL v3 Foundations..., Insurance, ERP, PMI Trained, Salesforce.com..., S&OP implementation, APICS, Internet of Things, Digital Marketing
Education
Fundação Getulio Vargas 2006 — 2007
MBA, MBA in Project Management
Pontifícia Universidade Católica do Paraná 2000 — 2005
B.S., Systems Analysis
Can Do Fitness In Partnership with Meridian Health & Fitness October 2007 - Present
UBS Financial Services, Inc. October 2006 - June 2010
WCI Communities, Inc. March 2006 - October 2006
Riverfront Realty January 2006 - October 2006
Risk Management Consultant June 2005 - January 2006
Bank of America January 2000 - June 2005
Qualico Management, LLC July 1998 - December 1999
Weill Cornell Medical College January 1991 - June 1998
HSBC Global Banking and Markets October 1988 - June 1990
Marine Midland Bank, N.A. September 1985 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Social Media Marketing, Public Speaking, Marketing, Budgets, Social Media, Management, Leadership, Online Advertising, Coaching, Team Building, New Business Development, Customer Service, Outlook, Account Management, Financial Services, Research, Business Strategy, Editing, Email Marketing, Illustrator, Avid Media Composer 6.5, Photoshop CS5, Illustrator CS5, InDesign CS5, After Effects CS5, Final Cut Pro 7, Logic Pro 9, MixMeister Express 7, Visual C#, VBA, T-SQL Stored Procedures, ISSA Certified Fitness..., Yoga Alliance Certified..., Reiki Master
Education
Columbia University in the City of New York 1990 — 1991
(P.B.A) Post Baccalaureate in Pre-Medical Studies, Pre-Medicine/Pre-Medical Studies
Cornell University
Bachelor of Art & Sciences, A.B., Romance Languages & Classical Studies
HSBC Global Banking and Markets June 2015 - August 2015
Cleary Gottlieb Steen & Hamilton LLP July 2014 - July 2014
Skills
Statistics, Finance, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Editing, Journalism, Public Speaking
Education
Cornell University 2014 — 2017
Bachelor of Arts (B.A.), Economics & Statistics, Junior
The College of William and Mary 2013 — 2014
HSBC Global Banking and Markets September 2015 - Present
Argus Information and Advisory Services June 2014 - May 2015
Machwan Communication & Research Private Limited November 2012 - July 2013
NIIT Limited June 2012 - August 2012
Hi-Tech Solution Private Limited July 2011 - September 2011
Microsoft June 2010 - August 2010
Skills
Databases, Microsoft SQL Server, .NET, C++, ASP.NET, C, SQL, HTML, MySQL, Core Java, C#, Servlets, Java, NetBeans, JSP, Management, Requirements Analysis, Software Development, Software Engineering, Web Applications, Visual Studio, Software Documentation, Software Project..., Web Design, Web Development, Android, JavaScript, Marketing, JDBC, OOP, PL/SQL, Eclipse, Information Technology, Software Design, Software Installation, Windows 7, Linux, Programming, Operating Systems, Struts, PHP, XML, Business Intelligence, Oracle, Web Services, jQuery, Hibernate, Java Enterprise Edition, Spring, Tomcat
Education
New York University 2013 — 2015
Master’s Degree, Computer Science
Guru Gobind Singh Indraprastha University 2008 — 2012
Bachelor of Technology (B.Tech.), Information Technology
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets January 2015 - May 2015
HSBC Global Banking and Markets September 2014 - January 2015
HSBC August 2014 - September 2014
HSBC Global Banking and Markets June 2013 - August 2013
Eagle Lacrosse Camps 2012 - 2012
Phillips' Seafood Restaurant 2010 - 2011
Under Armour 2009 - 2009
Skills
Series 7, Series 63, Sales, PowerPoint, Leadership, Bloomberg Terminal, Customer Service, Microsoft Excel, Microsoft Office, Social Networking, Teamwork, Microsoft Word, Sports, Proficient with..., Prezi, Twitter, Social Media Marketing, Program Management, Event Planning, Bloomberg, Public Speaking, Social Media
Education
Duke University 2010 — 2014
Bachelor of Arts (BA), History/Markets and Management Studies
Deerfield Academy 2009 — 2010
Post Graduate, Post Graduate
Boys' Latin School of Maryland 2002 — 2009
Middle and High School
HSBC Global Banking and Markets April 2014 - Present
Skills
Management, Sales, Finance, Risk Management, Financial Analysis, Investments, Portfolio Management, Relationship Management, Banking, Commercial Lending, Credit, Financial Services, Loans, Retail Banking, Leadership, Small Business Lending
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
HSBC Global Banking and Markets December 2014 - Present
Itaú Unibanco May 2013 - December 2014
JPMorgan Chase May 2012 - April 2013
State Street Corporation May 2005 - April 2012
Deloitte & Touche, LLP September 2000 - April 2005
Skills
Internal Controls, Audit, Internal Audit, Risk Assessment, Securities, Auditing, Banking
Education
Wesleyan University 1996 — 2000
BA
Babson College, Babson Park 2000 — 2000
Deloitte Liberal Arts Program
Stanford Kyoto Center for Japanese Studies 1998 — 1999
Study Abroad Program
Harvard University 1998 — 1998
Summer Studies
Middlebury College 1997 — 1997
Summer Studies
QuisLex 2012 - 2014
Land of Lincoln Legal Assistance Foundation August 2010 - May 2012
HSBC Global Banking and Markets May 2009 - August 2009
TIAA-CREF May 2008 - August 2008
Citi May 2007 - August 2007
Skills
Financial Modeling, Microsoft Excel, Data Analysis, Economics, PowerPoint, Document Review, Legal Research, Legal Writing, Contracts Negotiation, Statistical Data..., Marketing Strategy, Events Coordination, Public Speaking, Leadership, Team Management, Financial Analysis, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management
University of Illinois College of Law 2009 — 2012
Juris Doctor (J.D.), Corporate and Securities Law
Grinnell College 2005 — 2009
Bachelor’s Degree, Economics & Mathematics
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
HSBC Global Banking and Markets April 2014 - Present
Barclays Capital June 2011 - April 2014
Wells Fargo December 2010 - June 2011
Microsoft February 2008 - November 2010
Persistent Systems August 2006 - March 2008
Rishabh Software Pvt. Ltd. January 2004 - August 2006
Skills
SSIS, SSRS, Data Warehousing, Business Objects, ETL, Business Intelligence, Analysis Services, QlikView, MDX, SQL, C#, QlikView Development, Business Discovery, Business Object, BO Web Intelligence, Webi, OLAP, SSAS
Education
Gujarat University
B. E. Computer Science, Computer Engineering
HSBC Global Banking and Markets June 2015 - Present
RGP July 2014 - Present
Morgan Stanley July 2009 - January 2012
Morgan Stanley June 2006 - June 2009
Deutsche Bank August 2003 - May 2005
Goldman Sachs 2002 - 2003
US Peace Corps - UKRAINE February 1998 - April 2000
Skills
Foreign Exchange, Back Office, Superior Client Service, Relationship Management, International..., Onboarding, FX Operations, FX Options, Transition Management, Recruiting, Prime Brokerage, Hedge Funds, International Business..., Equities, Middle Office, Electronic Trading, Client Services, Derivatives, Financial Services, Trading, Capital Markets, Fixed Income, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, International Marketing and Finance
Siena College 1989 — 1993
BA, Finance
Credit Suisse May 1998 - Present
HSBC Global Banking and Markets August 1995 - May 1998
Bear Stearns & Co. Inc. April 1993 - August 1995
Skills
Debt Restructuring, Reputation Management, Financial Structuring, Capital Markets, Business Strategy, Investment Banking, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Structured Products, Valuation, Private Equity, Equities, Portfolio Management, Investments, Corporate Finance, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business
The Ross Executive Program
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
The George Washington University
Bachelor's Degree, Marketing
Delbarton School
High School
CSP Associates, Inc. August 2015 - Present
HSBC Global Banking and Markets 2014 - 2015
Current Capital LLC 2014 - 2015
Columbia Business School August 2012 - May 2014
HSBC Global Banking and Markets June 2013 - August 2013
United States Air Force September 2010 - August 2012
United States Air Force May 2007 - September 2010
Skills
Military, DoD, Military Operations, Air Force, National Security, Military Experience, Operational Planning, Command, Top Secret, Security Clearance, Finance, Financial Modeling, Fixed Income, Intelligence Analysis, Aircraft, Defense, Military Logistics, Securities, Organizational..., Intelligence, Financial Services
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Real Estate
United States Air Force Academy 2003 — 2007
Bachelor of Science, Systems Engineering Management
HSBC Global Banking and Markets October 2013 - Present
JPMorgan Chase November 2012 - October 2013
J.P. Morgan Chase & Co. (f/k/a Bear Stearns Companies, Inc.) October 2008 - November 2012
Bear Stearns January 2004 - October 2008
Skills
Financial Services, Fixed Income, KYC, Process Improvement, Prime Brokerage, Equities, Securities, Derivatives
Education
Columbia University in the City of New York 1998 — 2000
Master's degree, Advanced Management Techniques
New York University 1992 — 1996
HSBC Global Banking and Markets May 2014 - Present
Education
Dickinson College 1987 — 1991
Policy Management
Wroxton College 1989 — 1989
Chohung Bank March 2004 - March 2006
HSBC Global Banking and Markets July 2001 - February 2004
GNG Networks Inc. March 2000 - June 2001
J.P. Morgan June 1992 - November 1998
Bank of America July 1990 - May 1992
Bankers Trust Co. May 1979 - June 1990
Skills
Customer Service, Banking, Management, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Sales, Finance
Education
Columbia University in the City of New York 1976 — 1978
BS, Industrial Engineering
Willamette University 1973 — 1976
Bachelor’s Degree, Physics/Math
HSBC Global Banking and Markets June 2012 - August 2012
Hospital for Special Surgery 2006 - 2009
Skills
Data Analysis, Financial Modeling, Qualitative Research, Economics, Tissue Engineering, Research, Strategy, Analysis, Market Research, Quantitative Analytics, SPSS, Strategic Planning, Quantitative Research
Education
New York University
Master of Science (M.S.), Biology
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Cornell University
BA, Neurobiology
HSBC Global Banking and Markets March 2014 - Present
Allstate April 2013 - March 2014
Discover Financial Services April 2012 - March 2013
Alcatel-Lucent April 2010 - May 2012
MF Global June 2009 - March 2010
Washington Mutual Bank March 2002 - May 2009
First Options Of Chicago January 2001 - February 2002
Ameritech April 1999 - December 2001
Comdisco November 1995 - May 1999
BP March 1992 - November 1995
Skills
Core Java, Java Collection..., Java/C++ Multi-threading, Message Oriented..., Data Structures, SOA and Web Service, SOAP, XSD, and XML, Oracle, MySQL, Sybase,..., Code refactoring and..., Spring and Hibernate, Java/C++ Sockets, Perl, SOA, Databases, XML
Education
Governors State University 1991 — 1993
Graduate Studies, Computer Science
University of Illinois at Chicago 1986 — 1989
Bachelor of Science (BS), Mathematics
HSBC Global Banking and Markets September 2013 - Present
Abiketus January 2012 - Present
Abiketus January 2012 - Present
Citi 2012 - 2013
Societe Generale 2010 - 2012
MF Global 2009 - 2010
Bank of Tokyo-Mitsubishi UFJ 2006 - 2009
Skills
Software Project..., Business Analysis, Derivatives, Fixed Income, Equities, Futures, Dodd-Frank, Swaps, Options, Investment Banking, Financial Services, Risk Management, Capital Markets, Banking, Trading, Management
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities
HSBC Global Banking and Markets May 2015 - Present
Skills
Oracle SQL Developer, PL/SQL, Microsoft SQL Server, T-SQL, Visual Basic, Microsoft Excel, SAS, Analysis, Strategic Planning, Risk Management, Anti Money Laundering, Management, Real Estate, Financial Risk, Business Analysis, Due Diligence, Leadership, Loans, Marketing, Operational Risk..., Retail Banking
Education
Wilmington University 2012 — 2014
Bachelor's Degree, Network and Computer Security
Delaware County Community College 2010 — 2012
Associate's Degree, Network Engineering
HSBC Global Banking and Markets December 2013 - Present
Misys March 2012 - Present
Misys July 2011 - March 2012
The Bank of New York Mellon June 2010 - August 2010
Oppenheimer & Co. June 2007 - August 2007
Skills
Microsoft SQL Server, Rock Climbing, Business Analysis, Analysis, Financial Modeling, SQL, Corporate Development, Microsoft Excel, Project Management, Requirements Gathering, Due Diligence, Process Improvement, Mergers & Acquisitions, Strategy, Investment Banking, Entrepreneurship, SaaS, Corporate Finance
Education
Cornell University 2007 — 2011
Applied Economics and Management, Finance
U.S. Bank August 2013 - Present
Vastardis Capital Services March 2013 - July 2013
JPMorgan Chase April 2012 - September 2012
Credit Suisse Founder Securities Ltd August 2010 - September 2010
HSBC Global Banking and Markets June 2008 - August 2008
Skills
Financial Modeling, Valuation, Quantitative Analytics, Bloomberg, Economics, SAS, Investment Banking, Statistics, SPSS, Finance, Quantitative Finance, Hedge Funds
Education
Cornell University
M.P.A., Economic Policy and Finance
Infosys April 2014 - Present
HSBC Global Banking and Markets May 2013 - June 2013
Caterpillar Inc. July 2010 - May 2012
Ingersoll Rand July 2009 - July 2010
Reliance Industries 2008 - 2008
Education
Indian Institute of Management, Ahmedabad 2012 — 2014
Indian Institute of Technology, Madras 2005 — 2009
HSBC Global Banking and Markets September 2014 - Present
Financial Industry Regulatory Authority July 2011 - August 2014
Bloomberg March 2009 - August 2009
Law Offices of Peter W. Shafran December 2008 - March 2009
Reader's Digest June 2007 - May 2008
State of Connecticut Judicial Department January 2005 - May 2005
Skills
Securities Regulation, FINRA, Securities, Corporate Law
Education
Hofstra University 2008 — 2010
Master of Business Administration (MBA), Finance
Maurice A. Deane School of Law at Hofstra University 2005 — 2008
Juris Doctor (JD)
University of Connecticut 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance
HSBC Global Banking and Markets August 2015 - Present
Castleton Commodities International August 2013 - Present
AlphaMetrix April 2013 - July 2013
The Options Clearing Corporation January 2013 - April 2013
Aegea Capital October 2012 - December 2012
Northwestern University August 2010 - September 2012
Education
University of Chicago 2012 — 2013
Master of Science (MS)
University of Illinois at Chicago 2003 — 2010
PhD
Fudan University 1997 — 2001
Bachelor of Science (B.S.)
Societe Generale Corporate and Investment Banking - SG CIB July 2014 - Present
BNP Paribas Securities Services September 2013 - January 2014
HSBC Global Banking and Markets September 2012 - August 2013
Société Générale September 2011 - August 2012
Skills
Bloomberg, Reuters, Fixed Income, VBA, Microsoft Office, Lotus, Murex, Misys, Calypso, Omgeo Oasys, Summit, Tradeweb, Clearstream, Euroclear, Private Equity, Equity Derivatives, Credit Derivatives, Investment Banking, Financial Analysis, Financial Accounting, Corporate Finance
Education
ESSEC Business School / Conservatoire National des Arts et Métiers (CNAM) 2013 — 2014
Master's degree, Financial Markets & Capital Management
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2013
Master of Science in Management, Major in Finance
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets January 2015 - May 2015
HSBC Global Banking and Markets September 2014 - January 2015
HSBC Securities June 2013 - August 2013
Yellow Brick Capital Advisors June 2012 - June 2013
Strategic Wealth Management September 2009 - August 2011
Skills
Bloomberg Terminal, Investments, Bloomberg, Economics, Financial Analysis, Financial Modeling, Valuation, Equities, Hedge Funds, Public Speaking, Social Media
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Financial Economics, Graduated
London School of Economics and Political Science 2012 — 2012
Economics
Columbia University in the City of New York 2011 — 2011
Arabic Language and Literature, Summer going into Sophomore year
Mirae Asset Global Investments April 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - March 2015
Standard Chartered Bank June 2013 - August 2013
HSBC Global Banking and Markets June 2012 - August 2012
Export-Import Bank of Korea May 2011 - August 2011
Skills
Microsoft Office, Certified Derivatives..., Certified Fund..., Korean, Intermediate Japanese, conversational French
Education
Grinnell College 2007 — 2013
Bachelor of Arts (B.A.), Economics
Grinnell College
Bachelor of Arts (B.A.)
PanAgora Asset Management October 2014 - Present
The Comprehensive Transplant Center, The Johns Hopkins Hospital January 2014 - January 2014
HSBC Global Banking and Markets June 2012 - August 2012
China National Information Science Laboratory, Tsinghua University June 2011 - August 2011
Northern International Trust Co,. LTD May 2010 - August 2010
Skills
Bloomberg, Equities, Risk Management, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Quantitative Research, SAS, Python, Matlab, SQL, VBA, Portfolio Management
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Finance, General
Indiana University Bloomington 2010 — 2013
Bachelor of Arts (B.A.), Mathematics, Economics
M&T Bank November 2014 - Present
KeyBank July 2012 - July 2014
HSBC Global Banking and Markets December 2011 - July 2012
HSBC Global Banking and Markets September 2010 - December 2011
HSBC Global Banking and Markets February 2003 - September 2010
Buffalo State College August 2002 - December 2002
Skills
Banking, Customer Service, Risk Management, Management, Credit Risk, Finance
Education
Erie Community College 2013 — 2013
Business Law I, International Business, Trade, and Tax Law, Non Matriculated
State University of New York College at Buffalo 2001 — 2002
24 completed credit hours, English Language and Literature, General
HSBC Global Banking and Markets October 2012 - Present
Deutsche Bank September 2005 - September 2012
Skills
Fixed Income, Derivatives, Equities, Financial Analysis, Risk Management, Capital Markets, Valuation, Investments, Trading, FX Options, Hedge Funds
Education
Ithaca College
BoldMatrix.com January 2014 - Present
Corporate Finance July 2008 - Present
Lehman Brothers January 2001 - July 2008
HSBC Global Banking and Markets December 1990 - August 1998
Skills
Portfolio Management, Investments, Capital Markets, Equities, Asset Management, Financial Modeling, Derivatives, Alternative Investments, Fixed Income, Financial Services, Wealth Management, Investment Banking, Securities
Education
Cornell University 1998 — 2000
Master's degree, Finance, General
The London School of Economics and Political Science (LSE) 1985 — 1989
Bachelor's degree, Economics
Bank of America August 2015 - Present
HSBC Global Banking and Markets February 2010 - July 2015
BankAsiana February 2008 - August 2009
CNBC January 2007 - May 2007
Education
Fairleigh Dickinson University 2005 — 2008
Bachelor of Science (BS), Accounting and Business/Management