HSBC Private Bank
Industry: Banking company
DescriptionHSBC Private Bank is the principal private banking business of the HSBC Group. HSBC Private Bank's holding company is HSBC Private Banking Holdings S.A.. CEO: Christophe Guillemot (28 Apr 2018–) Headquarters: Geneva, Switzerland Parent organization: HSBC Number of employees: 6,500 Founded: 1988 Subsidiaries: HSBC Private Bank (Luxembourg) S.A.,
HSBC Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
HSBC Private Bank Salaries. You can even request information on how much does HSBC Private Bank pay if you want to. Learn about salaries, pros and cons of working for HSBC Private Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
630 HSBC Private Bank employees in database. Find out everything there's to know about HSBC Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Private Bank Employees
Employee
Years
Job
Industry
Radim Parchansky Radim Parchansky's HSBC Private Bank Experience April 2011 - Present
Job System Analyst at HSBC Private Bank
Industry Computer Software
Experience
HSBC Private Bank April 2011 - Present
Bunge October 2005 - April 2011
Education
Brno University of Technology 1983 — 1987
BS, CS
HSBC Private Bank April 2011 - Present
Bunge October 2005 - April 2011
Education
Brno University of Technology 1983 — 1987
BS, CS
Ed Greenwald Ed Greenwald's HSBC Private Bank Experience November 1989 - December 2010
Job Singer Guitarist at The RCR Band
Industry Entertainment
Experience
The RCR Band 2014 - Present
Wild Horse Studios 2001 - Present
Upland Presbyterian Church May 1995 - Present
HSBC Private Bank November 1989 - December 2010
Avco Financial Services October 1983 - November 1989
Mellon Financial Services March 1974 - October 1983
Skills
Music, Singing, Music Production, Entertainment, Songwriting, Music Industry, Recording, Band
Education
Citrus College
AS, Criminal Justice/Police Science
Claremont High School
The RCR Band 2014 - Present
Wild Horse Studios 2001 - Present
Upland Presbyterian Church May 1995 - Present
HSBC Private Bank November 1989 - December 2010
Avco Financial Services October 1983 - November 1989
Mellon Financial Services March 1974 - October 1983
Skills
Music, Singing, Music Production, Entertainment, Songwriting, Music Industry, Recording, Band
Education
Citrus College
AS, Criminal Justice/Police Science
Claremont High School
Gina Beltre Gina Beltre's HSBC Private Bank Experience May 2010 - October 2012
Job Administrative Assistant at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA October 2012 - Present
HSBC Private Bank May 2010 - October 2012
Skills
Outlook, Administrative..., Microsoft Excel, Banking, Lotus Notes, Office Management, Spreadsheets, PowerPoint, Microsoft Office, Customer Service, Organizational Charts, Executive..., Microsoft Word, Calendar Planning, Meeting Scheduling, Written & Oral..., Event Planning, KYC
Education
Berkeley College 2004 — 2007
Bachelor's degree, International Business
Bank Leumi USA October 2012 - Present
HSBC Private Bank May 2010 - October 2012
Skills
Outlook, Administrative..., Microsoft Excel, Banking, Lotus Notes, Office Management, Spreadsheets, PowerPoint, Microsoft Office, Customer Service, Organizational Charts, Executive..., Microsoft Word, Calendar Planning, Meeting Scheduling, Written & Oral..., Event Planning, KYC
Education
Berkeley College 2004 — 2007
Bachelor's degree, International Business
Candice Ahlstrand Candice Ahlstrand's HSBC Private Bank Experience December 2007 - May 2011
Job
Industry Transportation/Trucking/Railroad
Experience
Transtar Express October 2012 - Present
Self employed January 2004 - Present
HSBC Private Bank December 2007 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Benedictine University 2001 — 2013
Transtar Express October 2012 - Present
Self employed January 2004 - Present
HSBC Private Bank December 2007 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Benedictine University 2001 — 2013
Leonel Cantu Leonel Cantu's HSBC Private Bank Experience June 2005 - June 2010
Job Business Banking Relationship Manager Regions Bank
Industry Banking
Experience
Regions Financial Corporation January 2015 - Present
Regions Financial Corporation June 2011 - Present
EECU Credit Union October 2011 - June 2012
HSBC Private Bank June 2005 - June 2010
Skills
Branch Banking, Banking, Loans, Consumer Lending, Retail Banking, Credit, Mortgage Lending, Loan Origination, Cross Selling, Small Business Lending, Commercial Banking, Branch Management, Commercial Lending, Mortgage Banking, Deposits, Lines Of Credit, Credit Analysis
Education
Arkansas Tech University 2000 — 2002
Master's degree, Master of Science
University of the Ozarks 1995 — 1999
Bachelor of Science (B.S.), Management and Marketing
Regions Financial Corporation January 2015 - Present
Regions Financial Corporation June 2011 - Present
EECU Credit Union October 2011 - June 2012
HSBC Private Bank June 2005 - June 2010
Skills
Branch Banking, Banking, Loans, Consumer Lending, Retail Banking, Credit, Mortgage Lending, Loan Origination, Cross Selling, Small Business Lending, Commercial Banking, Branch Management, Commercial Lending, Mortgage Banking, Deposits, Lines Of Credit, Credit Analysis
Education
Arkansas Tech University 2000 — 2002
Master's degree, Master of Science
University of the Ozarks 1995 — 1999
Bachelor of Science (B.S.), Management and Marketing
Hugh Bigham Hugh Bigham's HSBC Private Bank Experience 2006 - 2007
Job Managing Director at Watts Capital Partners, LLC
Industry Real Estate
Experience
Watts Capital Partners, LLC January 2014 - Present
Rockspring April 2011 - March 2013
Principal Advisory Services July 2010 - April 2011
Atlantic Pacific Capital July 2007 - April 2009
HSBC Private Bank 2006 - 2007
UBS Global Asset Management 2003 - 2006
Lend Lease 1999 - 2003
Skills
Capital Raising, Real Estate, Private Equity, Capital, Financial Services, Institutional..., Valuation, CRM, Investments, Financial Modeling, Real Estate Economics, Fundraising, Project Management, Asset Management, Corporate Finance, Funding, Restructuring, Due Diligence
Education
College of Charleston 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Emory University 1990 — 1992
Associate of Arts (A.A.), International/Global Studies
Watts Capital Partners, LLC January 2014 - Present
Rockspring April 2011 - March 2013
Principal Advisory Services July 2010 - April 2011
Atlantic Pacific Capital July 2007 - April 2009
HSBC Private Bank 2006 - 2007
UBS Global Asset Management 2003 - 2006
Lend Lease 1999 - 2003
Skills
Capital Raising, Real Estate, Private Equity, Capital, Financial Services, Institutional..., Valuation, CRM, Investments, Financial Modeling, Real Estate Economics, Fundraising, Project Management, Asset Management, Corporate Finance, Funding, Restructuring, Due Diligence
Education
College of Charleston 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Emory University 1990 — 1992
Associate of Arts (A.A.), International/Global Studies
Ben Hadley Ben Hadley's HSBC Private Bank Experience March 2011 - September 2013
Job at deVere (USA) Inc
Industry Financial Services
Experience
deVere Group September 2014 - Present
Globaleye October 2013 - September 2014
HSBC Private Bank March 2011 - September 2013
deVere Group December 2008 - March 2011
Derby City Council April 2008 - August 2008
Skills
Pensions, Wealth Management, Strategic Financial..., Banking, New Business Development, Retirement Planning, Investments
Education
Herriot-Watt University 2010 — 2012
Msc Finance, International Finance
Birmingham City University 2005 — 2008
BA (Hons), Criminology
deVere Group September 2014 - Present
Globaleye October 2013 - September 2014
HSBC Private Bank March 2011 - September 2013
deVere Group December 2008 - March 2011
Derby City Council April 2008 - August 2008
Skills
Pensions, Wealth Management, Strategic Financial..., Banking, New Business Development, Retirement Planning, Investments
Education
Herriot-Watt University 2010 — 2012
Msc Finance, International Finance
Birmingham City University 2005 — 2008
BA (Hons), Criminology
Tara Maguire's HSBC Private Bank Experience May 2004 - August 2004
Job Director of Events and Marketing at Some Things Fishy Catering
Industry Events Services
Experience
Some Things Fishy Catering January 2011 - Present
Self Employed January 2010 - 2012
Peace Corps September 2007 - March 2008
HSBC Private Bank May 2004 - August 2004
Skills
Event Planning, Social Media Marketing, Events Coordination, Managing Events, Menu Development, Menu Costing, Menu Engineering, Rental Services, Food & Beverage, Health Food, Organic Farming, farm to table, Management, Budgets, Event Management, Marketing, Public Speaking, Social Media, Community Outreach, Customer Service, Fundraising, Marketing Strategy
Education
State University of New York at Binghamton 2003 — 2007
Bachelor of Science (BS), Financial Economics
State University of New York at Binghamton
Bachelor's degree, Political Science
Some Things Fishy Catering January 2011 - Present
Self Employed January 2010 - 2012
Peace Corps September 2007 - March 2008
HSBC Private Bank May 2004 - August 2004
Skills
Event Planning, Social Media Marketing, Events Coordination, Managing Events, Menu Development, Menu Costing, Menu Engineering, Rental Services, Food & Beverage, Health Food, Organic Farming, farm to table, Management, Budgets, Event Management, Marketing, Public Speaking, Social Media, Community Outreach, Customer Service, Fundraising, Marketing Strategy
Education
State University of New York at Binghamton 2003 — 2007
Bachelor of Science (BS), Financial Economics
State University of New York at Binghamton
Bachelor's degree, Political Science
Mirjana Rapushi Mirjana Rapushi's HSBC Private Bank Experience January 2006 - December 2006
Job Project Manager Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
HSBC Private Bank January 2006 - December 2006
Skills
Fixed Income, Series 63, Mutual Funds, Series 7, Financial Services, Equities, Business Analysis, Risk Management
Education
City University of New York-Hunter College 2005 — 2007
Master's degree, Economics
City University of New York-Hunter College 2001 — 2005
Bachelor's degree, Economics/Statistics
Fidelity Investments April 2007 - Present
HSBC Private Bank January 2006 - December 2006
Skills
Fixed Income, Series 63, Mutual Funds, Series 7, Financial Services, Equities, Business Analysis, Risk Management
Education
City University of New York-Hunter College 2005 — 2007
Master's degree, Economics
City University of New York-Hunter College 2001 — 2005
Bachelor's degree, Economics/Statistics
Jacqueline Serrano's HSBC Private Bank Experience June 2007 - August 2008
Job Corporate Paralegal at J.P. Morgan
Industry Financial Services
Experience
Citi Private Bank August 2003 - March 2013
HSBC Private Bank June 2007 - August 2008
CITIBANK, N.A August 2003 - May 2006
Gair, Gair, Conason, Steigman, Mackauf, Bloom & Rubinowitz January 2002 - August 2003
ROSS & SUCHOFF P.C June 1997 - January 2002
Education
New York Paralegal School 1996 — 1997
Certificate
Borough of Manhattan Community College 1992 — 1993
Citi Private Bank August 2003 - March 2013
HSBC Private Bank June 2007 - August 2008
CITIBANK, N.A August 2003 - May 2006
Gair, Gair, Conason, Steigman, Mackauf, Bloom & Rubinowitz January 2002 - August 2003
ROSS & SUCHOFF P.C June 1997 - January 2002
Education
New York Paralegal School 1996 — 1997
Certificate
Borough of Manhattan Community College 1992 — 1993
Mary Anne Hecht Mary Anne Hecht's HSBC Private Bank Experience August 2005 - January 2010
Job VP at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
City National Bank August 2011 - June 2014
HSBC Private Bank August 2005 - January 2010
Bank One September 2001 - December 2004
Skills
Portfolio Management, Corporate Finance, Investments, Financial Analysis, Credit, Bloomberg, Credit Risk, Hedge Funds, Mergers & Acquisitions, Due Diligence, Finance, Financial Risk, Securities, Loans, Commercial Banking, Bonds, Structured Products, Business Development
Education
American InterContinental University 2000 — 2004
MBA, Finance
University of Wisconsin-Madison 1982 — 1987
B.A., Foreign Languages
Morgan Stanley June 2014 - Present
City National Bank August 2011 - June 2014
HSBC Private Bank August 2005 - January 2010
Bank One September 2001 - December 2004
Skills
Portfolio Management, Corporate Finance, Investments, Financial Analysis, Credit, Bloomberg, Credit Risk, Hedge Funds, Mergers & Acquisitions, Due Diligence, Finance, Financial Risk, Securities, Loans, Commercial Banking, Bonds, Structured Products, Business Development
Education
American InterContinental University 2000 — 2004
MBA, Finance
University of Wisconsin-Madison 1982 — 1987
B.A., Foreign Languages
Emiliano Rojas's HSBC Private Bank Experience July 2013 - January 2015
Job KLO Peru S.A.C.
Industry Banking
Experience
KLO Peru S.A.C. March 2015 - Present
HSBC Private Bank July 2013 - January 2015
KLO Peru S.A.C. May 2012 - August 2012
Skills
Matlab, Microsoft Office, Microsoft Excel, OLAP, SAP ERP, PowerPoint
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (BS), Business Administration (Finance and Operations and Technology Management), Engineering Science Directed Study Focused on Mechanical Engineering
Newton College
International Baccalaureate
KLO Peru S.A.C. March 2015 - Present
HSBC Private Bank July 2013 - January 2015
KLO Peru S.A.C. May 2012 - August 2012
Skills
Matlab, Microsoft Office, Microsoft Excel, OLAP, SAP ERP, PowerPoint
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (BS), Business Administration (Finance and Operations and Technology Management), Engineering Science Directed Study Focused on Mechanical Engineering
Newton College
International Baccalaureate
Christopher L. Jones's HSBC Private Bank Experience November 2003 - March 2008
Job Product Manager at PNC
Industry Financial Services
Experience
PNC Financial Services Group August 2012 - Present
PNC Financial Services Group March 2011 - Present
NCB March 2008 - March 2011
HSBC Private Bank November 2003 - March 2008
Skills
Insurance, Finance, Analytics
Education
Waynesburg College 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
California University of Pennsylvania
Bachelor of Science (B.S.), Accounting and Finance
University of Tennessee-Knoxville
Bachelor of Applied Science (B.A.Sc.), Computer Science
PNC Financial Services Group August 2012 - Present
PNC Financial Services Group March 2011 - Present
NCB March 2008 - March 2011
HSBC Private Bank November 2003 - March 2008
Skills
Insurance, Finance, Analytics
Education
Waynesburg College 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
California University of Pennsylvania
Bachelor of Science (B.S.), Accounting and Finance
University of Tennessee-Knoxville
Bachelor of Applied Science (B.A.Sc.), Computer Science
Noreen Comenzo Noreen Comenzo's HSBC Private Bank Experience March 2002 - June 2002
Job Customer Service Specialist
Industry Retail
Experience
Macy's July 2010 - September 2014
East End Medical Billing October 2013 - February 2014
Macy's June 2002 - August 2003
HSBC Private Bank March 2002 - June 2002
Macy's December 2000 - March 2002
Gilbert Displays October 2000 - November 2000
Sign-A-Rama Baldwin/Oceanside March 2000 - October 2000
Lechters June 1999 - March 2000
Frankel's March 1998 - June 1999
Hallmark Cards May 1997 - December 1997
Skills
Retail, Sales, Customer Service, Retail Sales, customer relations, Communication, Selling, Cashiering, Medical Billing, Customer Experience, Fashion, Apparel, Computer Graphics, Singing, Personal Style, Music, Performing Arts, Choreography, barbershop singing, Harmony, Social Media, Social Networking
Education
Briarcliffe College 1998 — 2000
A.A.S., Graphic Design, 3.5
Suffolk County Community College 1990 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Pierson High 1984 — 1990
Local, 3.0
Macy's July 2010 - September 2014
East End Medical Billing October 2013 - February 2014
Macy's June 2002 - August 2003
HSBC Private Bank March 2002 - June 2002
Macy's December 2000 - March 2002
Gilbert Displays October 2000 - November 2000
Sign-A-Rama Baldwin/Oceanside March 2000 - October 2000
Lechters June 1999 - March 2000
Frankel's March 1998 - June 1999
Hallmark Cards May 1997 - December 1997
Skills
Retail, Sales, Customer Service, Retail Sales, customer relations, Communication, Selling, Cashiering, Medical Billing, Customer Experience, Fashion, Apparel, Computer Graphics, Singing, Personal Style, Music, Performing Arts, Choreography, barbershop singing, Harmony, Social Media, Social Networking
Education
Briarcliffe College 1998 — 2000
A.A.S., Graphic Design, 3.5
Suffolk County Community College 1990 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Pierson High 1984 — 1990
Local, 3.0
Marc Wiersum Marc Wiersum's HSBC Private Bank Experience October 2006 - May 2008
Job International Finance
Industry Banking
Experience
Anabasis Capital June 2008 - Present
HSBC Private Bank October 2006 - May 2008
Bank of America February 2004 - October 2006
Saci Perere Enterprises May 2002 - February 2004
Mizuho Securities April 2001 - May 2002
JP Morgan March 1999 - April 2000
Credit Suisse First Boston September 1997 - March 1999
Salomon Brothers January 1997 - October 1997
Daiwa Securities June 1995 - January 1997
Skills
Hedge Funds, Trading, Derivatives, Capital Markets, Structured Finance, Trading Strategies, Private Banking, English, Portuguese, Japanese, Export Finance, Fixed Income, Securities Law, Banking Law, Legal Compliance, Civil Litigation, Securities Litigation
Education
Florida International University - College of Law 2014 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
The University of Chicago Booth School of Business 1993 — 1995
MBA, Statistics, Economics, International Finance
University of Wisconsin-Madison 1985 — 1989
Political Science, Japanese Language, Classical Greek Literature and History
愛知大学 1987 — 1988
Japanese Language Program, Department of Comparative Culture
Anabasis Capital June 2008 - Present
HSBC Private Bank October 2006 - May 2008
Bank of America February 2004 - October 2006
Saci Perere Enterprises May 2002 - February 2004
Mizuho Securities April 2001 - May 2002
JP Morgan March 1999 - April 2000
Credit Suisse First Boston September 1997 - March 1999
Salomon Brothers January 1997 - October 1997
Daiwa Securities June 1995 - January 1997
Skills
Hedge Funds, Trading, Derivatives, Capital Markets, Structured Finance, Trading Strategies, Private Banking, English, Portuguese, Japanese, Export Finance, Fixed Income, Securities Law, Banking Law, Legal Compliance, Civil Litigation, Securities Litigation
Education
Florida International University - College of Law 2014 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
The University of Chicago Booth School of Business 1993 — 1995
MBA, Statistics, Economics, International Finance
University of Wisconsin-Madison 1985 — 1989
Political Science, Japanese Language, Classical Greek Literature and History
愛知大学 1987 — 1988
Japanese Language Program, Department of Comparative Culture
Mateo Romero's HSBC Private Bank Experience July 2013 - Present
Job CSE at HSBC Private Bank International
Industry Banking
Experience
HSBC Private Bank July 2013 - Present
MediaCom June 2012 - June 2013
Upperlift Machinery, Parts & Logistics October 2011 - May 2012
Bank of America January 2010 - May 2011
Skills
Public Speaking, Data Analysis, Leadership, Spanish, Microsoft Excel, Sales, Teamwork, PowerPoint, Microsoft Word, Regression Analysis, Microsoft Office, QuickBooks, Spreadsheets, Presentations, Digital Marketing, International Sales, Payroll, Customer Service, Client Relations Skills, Business Development, Team Building, Export Controls, Bloomberg Terminal, Online Advertising, Finance, Market Research
Education
Florida International University 2010 — 2012
Bachelor's degree, Economics
Broward Community College 2007 — 2010
Associate of Arts (A.A.), Economics
HSBC Private Bank July 2013 - Present
MediaCom June 2012 - June 2013
Upperlift Machinery, Parts & Logistics October 2011 - May 2012
Bank of America January 2010 - May 2011
Skills
Public Speaking, Data Analysis, Leadership, Spanish, Microsoft Excel, Sales, Teamwork, PowerPoint, Microsoft Word, Regression Analysis, Microsoft Office, QuickBooks, Spreadsheets, Presentations, Digital Marketing, International Sales, Payroll, Customer Service, Client Relations Skills, Business Development, Team Building, Export Controls, Bloomberg Terminal, Online Advertising, Finance, Market Research
Education
Florida International University 2010 — 2012
Bachelor's degree, Economics
Broward Community College 2007 — 2010
Associate of Arts (A.A.), Economics
James Ju's HSBC Private Bank Experience July 2013 - August 2013
Job Investment Banking at Dominick & Dickerman LLC
Industry Investment Banking
Experience
Dominick & Dickerman LLC September 2015 - Present
Nymex Capital, LLC June 2015 - August 2015
National Securities Corporation June 2014 - August 2014
Investment Banking Institute - iBanking.com June 2014 - June 2014
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, HTML, Windows, Teaching, Finance, Valuation
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Financial Risk Management
University of Rochester 2011 — 2015
Bachelor of Arts and Bachelor of Science, Financial Economics and Applied Math, 3.72
Suzhou High School, Jiangsu, China 2008 — 2011
Dominick & Dickerman LLC September 2015 - Present
Nymex Capital, LLC June 2015 - August 2015
National Securities Corporation June 2014 - August 2014
Investment Banking Institute - iBanking.com June 2014 - June 2014
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, HTML, Windows, Teaching, Finance, Valuation
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Financial Risk Management
University of Rochester 2011 — 2015
Bachelor of Arts and Bachelor of Science, Financial Economics and Applied Math, 3.72
Suzhou High School, Jiangsu, China 2008 — 2011
Fabio Sanfilippo Fabio Sanfilippo's HSBC Private Bank Experience November 2003 - October 2012
Job Business Development
Industry Investment Banking
Experience
Brazilian-American Chamber of Commerce, Inc. January 2015 - Present
Prudential do Brasil Seguros de Vida October 2012 - June 2014
HSBC Private Bank November 2003 - October 2012
Instituto Unibanco June 2001 - April 2003
Banco Bandeirantes SA August 1995 - 2001
Skills
Risk Management, Strategic Financial..., Strategic Planning, Operating Systems, Negotiation, Insurance, Business Planning, Team Leadership, Financial Analysis, Management, Portfolio Management, Gestão de carteiras, Gestão de riscos, Microsoft Excel, Planejamento empresarial, Seguros, Planejamento estratégico, Sistemas operacionais, Negociação
Education
Centro Universitário FIEO 1997 — 2000
Bacharelado em Administração
Brazilian-American Chamber of Commerce, Inc. January 2015 - Present
Prudential do Brasil Seguros de Vida October 2012 - June 2014
HSBC Private Bank November 2003 - October 2012
Instituto Unibanco June 2001 - April 2003
Banco Bandeirantes SA August 1995 - 2001
Skills
Risk Management, Strategic Financial..., Strategic Planning, Operating Systems, Negotiation, Insurance, Business Planning, Team Leadership, Financial Analysis, Management, Portfolio Management, Gestão de carteiras, Gestão de riscos, Microsoft Excel, Planejamento empresarial, Seguros, Planejamento estratégico, Sistemas operacionais, Negociação
Education
Centro Universitário FIEO 1997 — 2000
Bacharelado em Administração
Ivan (Chen-Ping) Lin Ivan (Chen-Ping) Lin's HSBC Private Bank Experience January 2015 - Present
Job Creative Professional in Finance
Industry Financial Services
Experience
HSBC Private Bank January 2015 - Present
HSBC December 2013 - December 2014
Blu Venture Investors, LLC April 2013 - September 2013
Robert H. Smith School of Business, University of Maryland September 2011 - May 2013
Maryland Technology Enterprise Institute Technology Incubator May 2012 - August 2012
Bank Sinopac Ltd. March 2011 - June 2011
Combined Logistics Command, Ministry of National Defense, R.O.C July 2009 - August 2010
Skills
Financial Modeling, New Venture Financing, Microsoft Excel, Finance, Venture Capital, Valuation, Customer Discovery, Financial Analysis, Venture Financing, New Venture Development, Investments, Customer Experience, Portfolio Management, Management, Analysis
Education
University of Maryland College Park 2011 — 2012
Master of Science (M.S.), Finance, General, 3.82
National Chi Nan University 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business, 3.74
HSBC Private Bank January 2015 - Present
HSBC December 2013 - December 2014
Blu Venture Investors, LLC April 2013 - September 2013
Robert H. Smith School of Business, University of Maryland September 2011 - May 2013
Maryland Technology Enterprise Institute Technology Incubator May 2012 - August 2012
Bank Sinopac Ltd. March 2011 - June 2011
Combined Logistics Command, Ministry of National Defense, R.O.C July 2009 - August 2010
Skills
Financial Modeling, New Venture Financing, Microsoft Excel, Finance, Venture Capital, Valuation, Customer Discovery, Financial Analysis, Venture Financing, New Venture Development, Investments, Customer Experience, Portfolio Management, Management, Analysis
Education
University of Maryland College Park 2011 — 2012
Master of Science (M.S.), Finance, General, 3.82
National Chi Nan University 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business, 3.74
Jayanta Deb Jayanta Deb's HSBC Private Bank Experience June 2013 - April 2014
Job Senior Consultant at CAPCO
Industry Investment Banking
Experience
Capco January 2015 - Present
Bank of America April 2014 - January 2015
HSBC Private Bank June 2013 - April 2014
JPMorgan Chase July 2011 - May 2013
ADP Inc February 2011 - June 2011
Verizon Wireless August 2010 - February 2011
HSBC October 2006 - August 2010
Merrill Lynch April 2006 - September 2006
Prudential Financial November 2004 - April 2006
UPS July 2004 - November 2004
Skills
DB2, SOA, Web Services, Oracle, Spring, Hibernate, Websphere, UML, Architecture, EJB, Software Design, J2EE Application..., COBOL, JCL, RUP, Programming, SDLC, Project Management, Java Enterprise Edition, Requirements Analysis, Enterprise Architecture
Education
Birla Institute of Technology 1989 — 1992
Master of Computer Applications (MCA), Computer Science
St. Xavier's College 1985 — 1988
B.Sc, Physics
Capco January 2015 - Present
Bank of America April 2014 - January 2015
HSBC Private Bank June 2013 - April 2014
JPMorgan Chase July 2011 - May 2013
ADP Inc February 2011 - June 2011
Verizon Wireless August 2010 - February 2011
HSBC October 2006 - August 2010
Merrill Lynch April 2006 - September 2006
Prudential Financial November 2004 - April 2006
UPS July 2004 - November 2004
Skills
DB2, SOA, Web Services, Oracle, Spring, Hibernate, Websphere, UML, Architecture, EJB, Software Design, J2EE Application..., COBOL, JCL, RUP, Programming, SDLC, Project Management, Java Enterprise Edition, Requirements Analysis, Enterprise Architecture
Education
Birla Institute of Technology 1989 — 1992
Master of Computer Applications (MCA), Computer Science
St. Xavier's College 1985 — 1988
B.Sc, Physics
Rob Trovato Rob Trovato's HSBC Private Bank Experience October 2011 - August 2012
Job Licensed and Experienced Financial professional
Industry Financial Services
Experience
RBS Markets and International Banking March 2014 - Present
Private Client Resources, LLC October 2013 - January 2014
Vision Financial Markets LLC August 2012 - July 2013
HSBC Private Bank October 2011 - August 2012
Allianz Global Investors November 2006 - January 2011
Bankers Life and Casualty April 2005 - May 2006
Egidio, Colon, & Brenner Financial Services August 2004 - February 2005
Skills
Asset Managment, Series 7, Investments, Fixed Income, Equities, Series 63, Portfolio Management, Mutual Funds, Investment Banking, Finance, Alternative Investments, Fixed Annuities, Asset Allocation, Banking, Trading, Financial Markets, Investment Strategies, Financial Services, Securities, Financial Advisory, Hedge Funds, Bonds, ETFs, FINRA, Financial Risk, Uniform Combined State..., Due Diligence, Commodity, Series 24, Wealth Management, Options, Retirement, Asset Management
Education
Central Connecticut State University 1998 — 2002
Bachelor's Degree, Finance: Financial Derivatives, Securities Analysis, International Finance, Fundamental Investing
RBS Markets and International Banking March 2014 - Present
Private Client Resources, LLC October 2013 - January 2014
Vision Financial Markets LLC August 2012 - July 2013
HSBC Private Bank October 2011 - August 2012
Allianz Global Investors November 2006 - January 2011
Bankers Life and Casualty April 2005 - May 2006
Egidio, Colon, & Brenner Financial Services August 2004 - February 2005
Skills
Asset Managment, Series 7, Investments, Fixed Income, Equities, Series 63, Portfolio Management, Mutual Funds, Investment Banking, Finance, Alternative Investments, Fixed Annuities, Asset Allocation, Banking, Trading, Financial Markets, Investment Strategies, Financial Services, Securities, Financial Advisory, Hedge Funds, Bonds, ETFs, FINRA, Financial Risk, Uniform Combined State..., Due Diligence, Commodity, Series 24, Wealth Management, Options, Retirement, Asset Management
Education
Central Connecticut State University 1998 — 2002
Bachelor's Degree, Finance: Financial Derivatives, Securities Analysis, International Finance, Fundamental Investing
Evan Tyner Evan Tyner's HSBC Private Bank Experience June 2007 - August 2007
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte July 2013 - Present
Goldman Sachs May 2012 - August 2012
Deloitte Consulting July 2008 - June 2011
HSBC Private Bank June 2007 - August 2007
Barclays Wealth January 2007 - May 2007
HarperCollins Publishers June 2006 - August 2006
Skills
Strategy, Business Process..., Strategic Consulting, Strategic Partnerships, Governance, Banking, Human Resources, Training, Recruiting, Strategic Communications, SAP, Business Transformation, Business Case, Consulting, Internal Audit, Organizational..., Data Analysis, Program Management, Business Analysis, Performance Management
Education
Columbia Business School 2011 — 2013
MBA
Cornell University 2004 — 2008
B.S., Industrial and Labor Relations
Deloitte July 2013 - Present
Goldman Sachs May 2012 - August 2012
Deloitte Consulting July 2008 - June 2011
HSBC Private Bank June 2007 - August 2007
Barclays Wealth January 2007 - May 2007
HarperCollins Publishers June 2006 - August 2006
Skills
Strategy, Business Process..., Strategic Consulting, Strategic Partnerships, Governance, Banking, Human Resources, Training, Recruiting, Strategic Communications, SAP, Business Transformation, Business Case, Consulting, Internal Audit, Organizational..., Data Analysis, Program Management, Business Analysis, Performance Management
Education
Columbia Business School 2011 — 2013
MBA
Cornell University 2004 — 2008
B.S., Industrial and Labor Relations
Fred Gatti Fred Gatti's HSBC Private Bank Experience April 2015 - Present
Job Vice President at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank April 2015 - Present
HSBC Securties; HSBC Bank August 2013 - Present
Morgan Stanley March 2011 - August 2013
Lifenidia Capital 2009 - May 2011
Early Advantage 2004 - 2009
Early Advantage 2000 - 2004
Early Advantage 1999 - 2000
Early Advantage 1997 - 1999
Skills
Strategy, Analytics, Strategic Planning, New Business Development, Start-ups, Team Building, Investments, Commodity, Financial Modeling
Education
College of the Holy Cross- B.A. / Fordham University MBA 2005 — 2006
MBA
College of the Holy Cross 1992 — 1996
BA
Fairfield College Preparatory School 1988 — 1992
HSBC Private Bank April 2015 - Present
HSBC Securties; HSBC Bank August 2013 - Present
Morgan Stanley March 2011 - August 2013
Lifenidia Capital 2009 - May 2011
Early Advantage 2004 - 2009
Early Advantage 2000 - 2004
Early Advantage 1999 - 2000
Early Advantage 1997 - 1999
Skills
Strategy, Analytics, Strategic Planning, New Business Development, Start-ups, Team Building, Investments, Commodity, Financial Modeling
Education
College of the Holy Cross- B.A. / Fordham University MBA 2005 — 2006
MBA
College of the Holy Cross 1992 — 1996
BA
Fairfield College Preparatory School 1988 — 1992
Jennifer Upton Jennifer Upton's HSBC Private Bank Experience 2000 - 2003
Job Director of Finance and Portfolio Management, Department of Education and Child Development at Save the Children USA
Industry Nonprofit Organization Management
Experience
Save the Children USA March 2013 - Present
Save the Children USA December 2011 - March 2013
Save the Children USA July 2010 - December 2011
Save the Children USA September 2006 - October 2010
UNCDF September 2005 - December 2005
NYANA May 2004 - August 2005
HSBC Bank USA January 2000 - August 2003
HSBC Private Bank 2000 - 2003
Republic National Bank September 1992 - January 2000
Citi September 1989 - September 1992
Skills
Project Management, Non-profits, Leadership, Data Analysis, Staff Development, Program Management, Proposal Writing, Strategic Planning, Fundraising, Organizational..., Managerial Finance, Project Planning, Budgets, Governance, Nonprofits, Business Analysis, Team Building, Strategy, Process Improvement, Program Development, Requirements Analysis, Policy, Team Leadership, Business Development, Executive Management, Training, Management
Education
NYU - Robert F Wagner School of Public Service 2004 — 2006
MPA, Public Administration
State University of New York at Binghamton 1982 — 1986
Masters of Public Administration
NYU SCPS
Save the Children USA March 2013 - Present
Save the Children USA December 2011 - March 2013
Save the Children USA July 2010 - December 2011
Save the Children USA September 2006 - October 2010
UNCDF September 2005 - December 2005
NYANA May 2004 - August 2005
HSBC Bank USA January 2000 - August 2003
HSBC Private Bank 2000 - 2003
Republic National Bank September 1992 - January 2000
Citi September 1989 - September 1992
Skills
Project Management, Non-profits, Leadership, Data Analysis, Staff Development, Program Management, Proposal Writing, Strategic Planning, Fundraising, Organizational..., Managerial Finance, Project Planning, Budgets, Governance, Nonprofits, Business Analysis, Team Building, Strategy, Process Improvement, Program Development, Requirements Analysis, Policy, Team Leadership, Business Development, Executive Management, Training, Management
Education
NYU - Robert F Wagner School of Public Service 2004 — 2006
MPA, Public Administration
State University of New York at Binghamton 1982 — 1986
Masters of Public Administration
NYU SCPS
Alice (Hsu) Wang Alice (Hsu) Wang's HSBC Private Bank Experience August 2011 - May 2013
Job Relationship Manager
Industry Financial Services
Experience
HSBC Private Bank August 2011 - May 2013
US Trust January 2008 - August 2011
Citigroup Private Bank March 2007 - December 2007
Merrill Lynch Bank and Trust January 2006 - January 2007
Ameriprise Financial Advisors December 2001 - January 2006
Skills
Investments, Credit, Banking, Wealth Management, Series 7, Private Banking, Mandarin, Shanghainese, Series 66, Trust Services, Succession Planning, Philanthropy, Asset Management, Financial Planning, Asset Managment, Strategic Financial..., Uniform Combined State..., Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Series, KYC, Estate Planning, Relationship Management, Management, Business Development, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
San Francisco State University 2010 — 2010
Executive Certificate in Financial Planning
University of San Francisco 1999 — 2002
B.S.
HSBC Private Bank August 2011 - May 2013
US Trust January 2008 - August 2011
Citigroup Private Bank March 2007 - December 2007
Merrill Lynch Bank and Trust January 2006 - January 2007
Ameriprise Financial Advisors December 2001 - January 2006
Skills
Investments, Credit, Banking, Wealth Management, Series 7, Private Banking, Mandarin, Shanghainese, Series 66, Trust Services, Succession Planning, Philanthropy, Asset Management, Financial Planning, Asset Managment, Strategic Financial..., Uniform Combined State..., Portfolio Management, Wealth Management..., Investment Advisory, Investment Management, Series, KYC, Estate Planning, Relationship Management, Management, Business Development, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
San Francisco State University 2010 — 2010
Executive Certificate in Financial Planning
University of San Francisco 1999 — 2002
B.S.
Fernando Herrera Fernando Herrera's HSBC Private Bank Experience May 2013 - Present
Job Vice President & Senior Manager Specialized Compliance at HSBC Private Bank
Industry Telecommunications
Experience
HSBC Private Bank May 2013 - Present
Florida International Banker's Association (FIBA) June 2010 - Present
Brightstar Corp. August 2010 - May 2013
Standard Chartered Bank October 2008 - August 2010
Standard Chartered - Private Bank (previously American Express Bank International) February 2006 - October 2008
American Express Co. (TRS) March 2004 - January 2006
Siemens Transportation Systems Inc. April 2002 - April 2004
Siemens, S.A. 1996 - 2000
Skills
Anti-Money Laundering..., AML, Compliance, Risk, Banking, Securities, OFAC, Business Ethics, Telecommunications, Financial Risk, Risk Management, Corporate Governance, Financial Analysis, Change Management, Internal Controls, Internal Audit, Auditing, Due Diligence, Project Planning, Credit, Bank Secrecy Act, Analysis, Mergers, Financial Services, Program Management, USA PATRIOT Act, Management, Regulations, Risk Assessment, Training, Vendor Management, Policy, Process Improvement, Mergers & Acquisitions, Finance, Insurance, Operational Risk, Anti Money Laundering
Education
FIBA-FIU 2011 — 2012
Certified Professional in Anti-Money Laundering (CP/AML), AML
Florida International University 2011 — 2011
AML/CA, Anti-Money Laundering Certified Associate (AML/CA)
Swiss Finance Institute 2009 — 2009
Diploma FAME Program 2009, Finance
Université de Lausanne 2009 — 2009
Finance, Diploma FAME Program 2009
Association of Certified Anti-Money Laundering Specialists (ACAMS) 2007 — 2007
Certified Anti-Money Laundering Specialist (CAMS), Anti-Money Laundering (AML)
University of Miami 2004 — 2007
Master in Law (LLM), Comparative Law
Boston University Questrom School of Business 2000 — 2002
MBA, International Management & Marketing Management
Universidad Católica Andrés Bello 1992 — 1998
Attorney-at-law, JD
HSBC Private Bank May 2013 - Present
Florida International Banker's Association (FIBA) June 2010 - Present
Brightstar Corp. August 2010 - May 2013
Standard Chartered Bank October 2008 - August 2010
Standard Chartered - Private Bank (previously American Express Bank International) February 2006 - October 2008
American Express Co. (TRS) March 2004 - January 2006
Siemens Transportation Systems Inc. April 2002 - April 2004
Siemens, S.A. 1996 - 2000
Skills
Anti-Money Laundering..., AML, Compliance, Risk, Banking, Securities, OFAC, Business Ethics, Telecommunications, Financial Risk, Risk Management, Corporate Governance, Financial Analysis, Change Management, Internal Controls, Internal Audit, Auditing, Due Diligence, Project Planning, Credit, Bank Secrecy Act, Analysis, Mergers, Financial Services, Program Management, USA PATRIOT Act, Management, Regulations, Risk Assessment, Training, Vendor Management, Policy, Process Improvement, Mergers & Acquisitions, Finance, Insurance, Operational Risk, Anti Money Laundering
Education
FIBA-FIU 2011 — 2012
Certified Professional in Anti-Money Laundering (CP/AML), AML
Florida International University 2011 — 2011
AML/CA, Anti-Money Laundering Certified Associate (AML/CA)
Swiss Finance Institute 2009 — 2009
Diploma FAME Program 2009, Finance
Université de Lausanne 2009 — 2009
Finance, Diploma FAME Program 2009
Association of Certified Anti-Money Laundering Specialists (ACAMS) 2007 — 2007
Certified Anti-Money Laundering Specialist (CAMS), Anti-Money Laundering (AML)
University of Miami 2004 — 2007
Master in Law (LLM), Comparative Law
Boston University Questrom School of Business 2000 — 2002
MBA, International Management & Marketing Management
Universidad Católica Andrés Bello 1992 — 1998
Attorney-at-law, JD
Mark Pittsey Mark Pittsey's HSBC Private Bank Experience January 2013 - Present
Job Managing Director and West Coast Market Head at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2013 - Present
HSBC Private Bank July 2010 - January 2013
Deutsche Bank April 2007 - July 2010
Wells Fargo Wealth Management Group 1993 - 2007
Great Western Bank 1992 - 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Capital Markets, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Private Banking, Strategic Planning, Strategy, Wealth Management, Wealth Management...
Education
California State University-Long Beach 1985 — 1991
Central Washington University 1983 — 1985
HSBC Private Bank January 2013 - Present
HSBC Private Bank July 2010 - January 2013
Deutsche Bank April 2007 - July 2010
Wells Fargo Wealth Management Group 1993 - 2007
Great Western Bank 1992 - 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Capital Markets, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Private Banking, Strategic Planning, Strategy, Wealth Management, Wealth Management...
Education
California State University-Long Beach 1985 — 1991
Central Washington University 1983 — 1985
William (Bill) Byrnes's HSBC Private Bank Experience June 2007 - April 2009
Job Senior Loan Officer
Industry Banking
Experience
Capital One June 2013 - January 2014
HSBC June 2011 - June 2013
HSBC August 2009 - May 2011
HSBC Private Bank June 2007 - April 2009
HSBC July 2005 - July 2007
HSBC January 2000 - July 2005
Republic National Bank January 1994 - January 2000
Marine Midland Bank - NY, NY October 1988 - December 1993
Ensign Bank, NYC August 1986 - October 1988
Skills
Underwriting, Credit Analysis, Small Business Lending, Management, Financial Analysis, Investments, Retail Banking, Capital Markets, Middle Market, Commercial and..., Credit Risk, Credit, Commercial Lending, Portfolio Management
Education
Boston University 1978 — 1982
Bachelor of Arts (BA), Economics
Portsmouth Abbey 1975 — 1978
High School, Liberal Arts and Sciences - College Prep
Capital One June 2013 - January 2014
HSBC June 2011 - June 2013
HSBC August 2009 - May 2011
HSBC Private Bank June 2007 - April 2009
HSBC July 2005 - July 2007
HSBC January 2000 - July 2005
Republic National Bank January 1994 - January 2000
Marine Midland Bank - NY, NY October 1988 - December 1993
Ensign Bank, NYC August 1986 - October 1988
Skills
Underwriting, Credit Analysis, Small Business Lending, Management, Financial Analysis, Investments, Retail Banking, Capital Markets, Middle Market, Commercial and..., Credit Risk, Credit, Commercial Lending, Portfolio Management
Education
Boston University 1978 — 1982
Bachelor of Arts (BA), Economics
Portsmouth Abbey 1975 — 1978
High School, Liberal Arts and Sciences - College Prep
Denise Irene Hamlin Denise Irene Hamlin's HSBC Private Bank Experience 2007 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
HSBC Private Bank 2007 - 2012
Skills
Credit, Banking, Retail Banking, Call Centers, Customer Service, Lotus Notes, Microsoft Excel, Microsoft Word
Education
AmeriTech College-Draper 2012 — 2014
Associate of Science (A.S.), Medical Insurance Specialist/Medical Biller, N/A
HSBC Private Bank 2007 - 2012
Skills
Credit, Banking, Retail Banking, Call Centers, Customer Service, Lotus Notes, Microsoft Excel, Microsoft Word
Education
AmeriTech College-Draper 2012 — 2014
Associate of Science (A.S.), Medical Insurance Specialist/Medical Biller, N/A
Daniel Alon Daniel Alon's HSBC Private Bank Experience June 2014 - August 2014
Job ETF Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Laughlin Constable September 2014 - May 2015
HSBC Private Bank June 2014 - August 2014
HSBC Private Bank June 2013 - August 2013
IKEA Group June 2012 - August 2012
Beth Shalom Day Camp June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg Software, PowerPoint, Microsoft Word, Customer Service, Teamwork, Marketing, Public Speaking, Time Management, Team Leadership, Event Planning, Leadership, Research, Social Networking, Social Media, Facebook, Data Analysis, Fundraising
Education
Marquette University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Information Technology
Baruch College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Economics
BNY Mellon June 2015 - Present
Laughlin Constable September 2014 - May 2015
HSBC Private Bank June 2014 - August 2014
HSBC Private Bank June 2013 - August 2013
IKEA Group June 2012 - August 2012
Beth Shalom Day Camp June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Bloomberg Software, PowerPoint, Microsoft Word, Customer Service, Teamwork, Marketing, Public Speaking, Time Management, Team Leadership, Event Planning, Leadership, Research, Social Networking, Social Media, Facebook, Data Analysis, Fundraising
Education
Marquette University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Information Technology
Baruch College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Stefanie Gisler Stefanie Gisler's HSBC Private Bank Experience January 2007 - March 2007
Job Industrial/Organizational Psychology Graduate Student
Industry Human Resources
Experience
University of Central Florida October 2014 - Present
University of Central Florida August 2014 - Present
Bucknell University September 2012 - December 2012
Bucknell University June 2012 - July 2012
Helsana Versicherungen AG June 2007 - August 2007
HSBC Private Bank January 2007 - March 2007
SRG SSR September 2006 - December 2006
Siemens 2001 - 2004
Skills
Microsoft Office, SPSS, Research, Microsoft Word, PowerPoint, Critical Thinking, Teaching, Statistics, Windows, Qualtrics, Microsoft Excel, Public Speaking, Data Analysis, Social Media, SAP, Access, Outlook, Writing, Databases, Data Entry, Presentations, Project Management, Multi Tasking, Team Building, Teamwork, Mac OS
Education
University of Central Florida 2014 — 2016
Master of Science (M.S.), Industrial and Organizational Psychology
Bucknell University
Bachelor of Arts (B.A.), Psychology, Philosophy
University of Central Florida October 2014 - Present
University of Central Florida August 2014 - Present
Bucknell University September 2012 - December 2012
Bucknell University June 2012 - July 2012
Helsana Versicherungen AG June 2007 - August 2007
HSBC Private Bank January 2007 - March 2007
SRG SSR September 2006 - December 2006
Siemens 2001 - 2004
Skills
Microsoft Office, SPSS, Research, Microsoft Word, PowerPoint, Critical Thinking, Teaching, Statistics, Windows, Qualtrics, Microsoft Excel, Public Speaking, Data Analysis, Social Media, SAP, Access, Outlook, Writing, Databases, Data Entry, Presentations, Project Management, Multi Tasking, Team Building, Teamwork, Mac OS
Education
University of Central Florida 2014 — 2016
Master of Science (M.S.), Industrial and Organizational Psychology
Bucknell University
Bachelor of Arts (B.A.), Psychology, Philosophy
Patricia Risher, PHR Patricia Risher, PHR's HSBC Private Bank Experience November 1993 - December 2009
Job Membership Services at Canaan Baptist Church of Delaware
Industry Management Consulting
Experience
Risher & Associates January 2010 - Present
Canaan Baptist Church of Delaware August 2009 - Present
Risher & Associates January 2010 - September 2010
HSBC Private Bank November 1993 - December 2009
Waste Management, Inc. May 1990 - November 1994
Skills
Training Skills, Training Delivery, Training & Development, Talent Management, Performance Management, Talent Acquisition, Employee Relations, Employee Engagement, Succession Planning, Onboarding, Human Resources, Personnel Management, Leadership, Management, Change Management, Sales, Training, Recruiting, HR Consulting, Organizational Design, Employee Training, Team Leadership, Management Consulting, Coaching, HRIS, Workforce Planning, Leadership Development, Team Building, Process Improvement, Call Centers, Organizational..., Business Process, Organizational..., Strategic Planning, Customer Service, Temporary Placement, Banking, Program Management, Risk Management, Project Management, Consulting, Public Speaking, Policy
Education
University of Phoenix 2011 — 2013
MASTERS', ADULT EDUCATION AND TRAINING
Cheyney University of Pennsylvania 1970 — 1974
BACHELOR OF SCIENCE, SECONDARY EDUCATION/HISTORY
Risher & Associates January 2010 - Present
Canaan Baptist Church of Delaware August 2009 - Present
Risher & Associates January 2010 - September 2010
HSBC Private Bank November 1993 - December 2009
Waste Management, Inc. May 1990 - November 1994
Skills
Training Skills, Training Delivery, Training & Development, Talent Management, Performance Management, Talent Acquisition, Employee Relations, Employee Engagement, Succession Planning, Onboarding, Human Resources, Personnel Management, Leadership, Management, Change Management, Sales, Training, Recruiting, HR Consulting, Organizational Design, Employee Training, Team Leadership, Management Consulting, Coaching, HRIS, Workforce Planning, Leadership Development, Team Building, Process Improvement, Call Centers, Organizational..., Business Process, Organizational..., Strategic Planning, Customer Service, Temporary Placement, Banking, Program Management, Risk Management, Project Management, Consulting, Public Speaking, Policy
Education
University of Phoenix 2011 — 2013
MASTERS', ADULT EDUCATION AND TRAINING
Cheyney University of Pennsylvania 1970 — 1974
BACHELOR OF SCIENCE, SECONDARY EDUCATION/HISTORY
Gosia Lewis Gosia Lewis's HSBC Private Bank Experience August 2008 - October 2009
Job Senior Credit Officer Goldman Sachs Private Wealth Management
Industry Banking
Experience
Goldman Sachs February 2010 - Present
HSBC Private Bank August 2008 - October 2009
UBS Wealth Management January 2007 - August 2008
Deutsche Bank Trust Company Americas October 2001 - January 2007
Deutsche Bank Securities, Inc. March 2000 - October 2001
Skills
Private Banking, Credit Risk, Credit Analysis, Loans, Private Equity, Wealth Management, Finance, Hedge Funds, Financial Analysis, Banking, Credit, Derivatives, Financial Markets, Financial Risk, Fixed Income, High Net Worth..., Portfolio Management, Risk Management, Structured Finance
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2000
MBA, Master of Business Administration in Finance & Investments
Goldman Sachs February 2010 - Present
HSBC Private Bank August 2008 - October 2009
UBS Wealth Management January 2007 - August 2008
Deutsche Bank Trust Company Americas October 2001 - January 2007
Deutsche Bank Securities, Inc. March 2000 - October 2001
Skills
Private Banking, Credit Risk, Credit Analysis, Loans, Private Equity, Wealth Management, Finance, Hedge Funds, Financial Analysis, Banking, Credit, Derivatives, Financial Markets, Financial Risk, Fixed Income, High Net Worth..., Portfolio Management, Risk Management, Structured Finance
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2000
MBA, Master of Business Administration in Finance & Investments
Harika Chatlapalli's HSBC Private Bank Experience October 2008 - June 2010
Job Senior Manager, Sales Strategy at American Express, OPEN
Industry Financial Services
Experience
American Express, OPEN January 2015 - Present
American Express, OPEN January 2014 - December 2014
Ernst & Young June 2010 - January 2014
HSBC Private Bank October 2008 - June 2010
General Electric June 2005 - August 2005
Skills
Private Banking, Spanish, English, Structured Products, Business Strategy, Research, Management, Loans, CRM, Leadership, Credit, Project Management, Business Analysis, Portfolio Management, Risk Management, Business Process..., Data Analysis, Financial Services, Sales, Analysis, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
Bachelor of Science, Business Administration; Decision Science Additional
American Express, OPEN January 2015 - Present
American Express, OPEN January 2014 - December 2014
Ernst & Young June 2010 - January 2014
HSBC Private Bank October 2008 - June 2010
General Electric June 2005 - August 2005
Skills
Private Banking, Spanish, English, Structured Products, Business Strategy, Research, Management, Loans, CRM, Leadership, Credit, Project Management, Business Analysis, Portfolio Management, Risk Management, Business Process..., Data Analysis, Financial Services, Sales, Analysis, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
Bachelor of Science, Business Administration; Decision Science Additional
Nicole Roulis's HSBC Private Bank Experience April 2012 - December 2012
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
HSBC Private Bank April 2012 - December 2012
HSBC Private Bank July 2009 - May 2012
US Trust November 2004 - July 2009
Skills
Series 7, Series 66, Wealth Management, Private Banking, Investment Management, High Net Worth..., Banking, Relationship Management, AML, Loans, Trust Services, FINRA, Uniform Combined State..., Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
Boston University 2000 — 2004
BA, Finance
Boston University Questrom School of Business 2000 — 2004
BA, Finance
JPMorgan Chase January 2013 - Present
HSBC Private Bank April 2012 - December 2012
HSBC Private Bank July 2009 - May 2012
US Trust November 2004 - July 2009
Skills
Series 7, Series 66, Wealth Management, Private Banking, Investment Management, High Net Worth..., Banking, Relationship Management, AML, Loans, Trust Services, FINRA, Uniform Combined State..., Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
Boston University 2000 — 2004
BA, Finance
Boston University Questrom School of Business 2000 — 2004
BA, Finance
Yucai Li Yucai Li's HSBC Private Bank Experience July 2012 - September 2012
Job Assistant Investment Manager at CHINA GREAT WALL SECURITIES
Industry Financial Services
Experience
CHINA GREAT WALL SECURITIES June 2015 - Present
Great Wall Securities February 2013 - May 2013
HSBC Private Bank July 2012 - September 2012
Shanghai Pudong Development Bank January 2012 - March 2012
Great Wall Securities 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Security, Teamwork, English, Team Leadership
Education
Northeastern University 2013 — 2014
Master of Science (M.S.), Finance, General
Shaanxi University of Science and Technology 2009 — 2013
Bachelor of Economy, International Business
CHINA GREAT WALL SECURITIES June 2015 - Present
Great Wall Securities February 2013 - May 2013
HSBC Private Bank July 2012 - September 2012
Shanghai Pudong Development Bank January 2012 - March 2012
Great Wall Securities 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Security, Teamwork, English, Team Leadership
Education
Northeastern University 2013 — 2014
Master of Science (M.S.), Finance, General
Shaanxi University of Science and Technology 2009 — 2013
Bachelor of Economy, International Business
Jason Frank, CFP® Jason Frank, CFP®'s HSBC Private Bank Experience April 2008 - March 2010
Job Executive Director NE Associate Region Manager, Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Rock Point Advisors, LLC July 2013 - March 2014
Morgan Stanley September 2010 - June 2013
HSBC Private Bank April 2008 - March 2010
HSBC July 2007 - April 2008
HSBC September 2006 - July 2007
HSBC July 2005 - September 2006
Skills
Certified Financial..., Series 7, Series 24, Series 66, Management, Wealth Management, Private Banking, Commercial Banking, Retirement Planning, Strategy, Commercial Lending, Estate Planning, Credit Risk, Financial Statement..., Liquidity Management, Real Estate Financing, Insurance, Tax, Life & Health Insurance...
Education
Clarkson University 2004 — 2005
Master of Business Administration (MBA)
St. Lawrence University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
American University 2002 — 2002
International Business and Trade
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Morgan Stanley March 2014 - Present
Rock Point Advisors, LLC July 2013 - March 2014
Morgan Stanley September 2010 - June 2013
HSBC Private Bank April 2008 - March 2010
HSBC July 2007 - April 2008
HSBC September 2006 - July 2007
HSBC July 2005 - September 2006
Skills
Certified Financial..., Series 7, Series 24, Series 66, Management, Wealth Management, Private Banking, Commercial Banking, Retirement Planning, Strategy, Commercial Lending, Estate Planning, Credit Risk, Financial Statement..., Liquidity Management, Real Estate Financing, Insurance, Tax, Life & Health Insurance...
Education
Clarkson University 2004 — 2005
Master of Business Administration (MBA)
St. Lawrence University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Psychology
American University 2002 — 2002
International Business and Trade
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Yangxiaoying（Cora） Li's HSBC Private Bank Experience July 2012 - August 2012
Job Talent Agent at John Casablancas Modeling and Career Centers
Industry Accounting
Experience
John Casablancas Modeling and Career Centers June 2015 - Present
Catering on the charles March 2013 - Present
HSBC Private Bank July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word
Education
Boston University 2012 — 2016
John Casablancas Modeling and Career Centers June 2015 - Present
Catering on the charles March 2013 - Present
HSBC Private Bank July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word
Education
Boston University 2012 — 2016
Erica Bokman's HSBC Private Bank Experience May 2013 - February 2015
Job Associate District Manager at ADP
Industry Financial Services
Experience
ADP March 2015 - Present
HSBC Private Bank May 2013 - February 2015
HSBC Private Bank August 2012 - May 2013
Personal Risk Management Solutions November 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media, Strategic Planning, PowerPoint, Financial Analysis, Budgets, Microsoft Word, Sales, Finance, Insurance, Loans, Risk Management, Financial Services, Banking
Education
Baruch College 2006 — 2011
Bachelor of Business Administration, Finance and Investments
ADP March 2015 - Present
HSBC Private Bank May 2013 - February 2015
HSBC Private Bank August 2012 - May 2013
Personal Risk Management Solutions November 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media, Strategic Planning, PowerPoint, Financial Analysis, Budgets, Microsoft Word, Sales, Finance, Insurance, Loans, Risk Management, Financial Services, Banking
Education
Baruch College 2006 — 2011
Bachelor of Business Administration, Finance and Investments
Crystal He Crystal He's HSBC Private Bank Experience July 2012 - August 2012
Job Student at Boston University
Industry Banking
Experience
HSBC Private Bank July 2012 - August 2012
Bank of China December 2010 - March 2011
Friends of Heart July 2010 - October 2010
Skills
Eviews, Stata, Economics, Econometrics, Bloomberg, Mandarin, Corporate Finance, Quantitative Analytics, Derivatives, Financial Analysis, Statistics, Microsoft Excel, Data Analysis, Chinese, English, PowerPoint, Microsoft Office, Microsoft Word, Visual Basic, Macroeconomics, Research, Financial Economics, Microeconomics, C++, Economic Research, International Economics, Photoshop, Facebook, Quantitative Finance, International Finance, Regression Analysis, Financial Statement..., Morningstar
Education
Boston University 2011 — 2013
Master's degree, Economics, 3.6
Donghua University 2007 — 2011
Bachelor's degree, Economics (Finance), 3.5
HSBC Private Bank July 2012 - August 2012
Bank of China December 2010 - March 2011
Friends of Heart July 2010 - October 2010
Skills
Eviews, Stata, Economics, Econometrics, Bloomberg, Mandarin, Corporate Finance, Quantitative Analytics, Derivatives, Financial Analysis, Statistics, Microsoft Excel, Data Analysis, Chinese, English, PowerPoint, Microsoft Office, Microsoft Word, Visual Basic, Macroeconomics, Research, Financial Economics, Microeconomics, C++, Economic Research, International Economics, Photoshop, Facebook, Quantitative Finance, International Finance, Regression Analysis, Financial Statement..., Morningstar
Education
Boston University 2011 — 2013
Master's degree, Economics, 3.6
Donghua University 2007 — 2011
Bachelor's degree, Economics (Finance), 3.5
Maria Isabel Toruño's HSBC Private Bank Experience October 2011 - Present
Job RealtorAssociate at Fortune International Realty
Industry Banking
Experience
HSBC Private Bank October 2011 - Present
Fortune International Realty January 2011 - Present
Standard Chartered Bank (formerly American Express Bank International) December 1998 - December 2010
Skills
Banking, Leadership, Loans, Credit, AML, Private Banking, Customer Service, Management
Education
Boston College 1974 — 1976
B.A., Major in Psychology, minor Spanish Literature
HSBC Private Bank October 2011 - Present
Fortune International Realty January 2011 - Present
Standard Chartered Bank (formerly American Express Bank International) December 1998 - December 2010
Skills
Banking, Leadership, Loans, Credit, AML, Private Banking, Customer Service, Management
Education
Boston College 1974 — 1976
B.A., Major in Psychology, minor Spanish Literature
Sandra Ciko, MPA Sandra Ciko, MPA's HSBC Private Bank Experience March 2007 - October 2009
Job Senior Business System Analyst at M&T Bank
Industry Insurance
Experience
M&T Bank September 2013 - Present
HSBC February 2013 - July 2013
Meritain Health December 2009 - February 2013
HSBC Private Bank March 2007 - October 2009
Creative Solutions Group II December 2001 - March 2007
Missouri Dept of Natural Resources February 1999 - December 2001
Office of State Courts Administrator April 1998 - October 1999
Missouri Department of Transportation January 1985 - April 1998
Skills
Software Documentation, Visio, SDLC, Business Analysis, Requirements Analysis, SQL, Process Improvement, Change Management, Databases, Testing, Unix, Microsoft SQL Server, Requirements Gathering, Systems Analysis, Software Development, Access, Program Management, Oracle
Education
University of Missouri-Columbia 1999 — 2001
MPA, Public Business Administration
Columbia College 1989 — 1992
Bachelor of Science, Computer Information Systems
M&T Bank September 2013 - Present
HSBC February 2013 - July 2013
Meritain Health December 2009 - February 2013
HSBC Private Bank March 2007 - October 2009
Creative Solutions Group II December 2001 - March 2007
Missouri Dept of Natural Resources February 1999 - December 2001
Office of State Courts Administrator April 1998 - October 1999
Missouri Department of Transportation January 1985 - April 1998
Skills
Software Documentation, Visio, SDLC, Business Analysis, Requirements Analysis, SQL, Process Improvement, Change Management, Databases, Testing, Unix, Microsoft SQL Server, Requirements Gathering, Systems Analysis, Software Development, Access, Program Management, Oracle
Education
University of Missouri-Columbia 1999 — 2001
MPA, Public Business Administration
Columbia College 1989 — 1992
Bachelor of Science, Computer Information Systems
Donald Murano Donald Murano's HSBC Private Bank Experience 1999 - 2000
Job Senior Vice President / Commercial Loan Officer
Industry Banking
Experience
Boston Private Bank & Trust Company March 2012 - Present
Eastern Bank April 2001 - November 2011
HSBC Private Bank 1999 - 2000
BNY Mellon 1991 - 1999
Fleet National Bank 1981 - 1991
Skills
Customer Relations, Banking, Loans, Private Banking, Credit, Risk Management, Customer Service, Financial Analysis, Business Analysis, Commercial Lending, Credit Analysis, Commercial Banking
Education
Boston University 2003 — 2005
Certificate in Financial Planning
University of Rhode Island 1980 — 1984
MBA, Finance
University of Rhode Island 1972 — 1976
BS, Organizational Management
Boston Private Bank & Trust Company March 2012 - Present
Eastern Bank April 2001 - November 2011
HSBC Private Bank 1999 - 2000
BNY Mellon 1991 - 1999
Fleet National Bank 1981 - 1991
Skills
Customer Relations, Banking, Loans, Private Banking, Credit, Risk Management, Customer Service, Financial Analysis, Business Analysis, Commercial Lending, Credit Analysis, Commercial Banking
Education
Boston University 2003 — 2005
Certificate in Financial Planning
University of Rhode Island 1980 — 1984
MBA, Finance
University of Rhode Island 1972 — 1976
BS, Organizational Management
Marine Delmau Marine Delmau's HSBC Private Bank Experience June 2010 - July 2010
Job Brand Coordinator
Industry Apparel & Fashion
Experience
ASTIER NY October 2012 - Present
Christian Dior March 2012 - July 2012
Marchesa October 2011 - December 2011
Louis Vuitton December 2010 - December 2010
HSBC Private Bank June 2010 - July 2010
Skills
Social Media, Styling, Fashion, Trend Forecasting, Photoshop, Social Media Marketing, Visual Merchandising, Microsoft Office, Trend Analysis, Merchandising, Apparel, Fashion Writing, Microsoft Excel, Fashion Shows, Sourcing, Advertising, Marketing
Education
Parsons School of Design 2011 — 2012
Associate Degree, Fashion Marketing, 3.84
Cass Business School 2007 — 2010
Bachelor of Science, Business Management
Lycée Albert Ier 2004 — 2007
French Baccalaureate, Scientific stream, Mention Bien
ASTIER NY October 2012 - Present
Christian Dior March 2012 - July 2012
Marchesa October 2011 - December 2011
Louis Vuitton December 2010 - December 2010
HSBC Private Bank June 2010 - July 2010
Skills
Social Media, Styling, Fashion, Trend Forecasting, Photoshop, Social Media Marketing, Visual Merchandising, Microsoft Office, Trend Analysis, Merchandising, Apparel, Fashion Writing, Microsoft Excel, Fashion Shows, Sourcing, Advertising, Marketing
Education
Parsons School of Design 2011 — 2012
Associate Degree, Fashion Marketing, 3.84
Cass Business School 2007 — 2010
Bachelor of Science, Business Management
Lycée Albert Ier 2004 — 2007
French Baccalaureate, Scientific stream, Mention Bien
S.Sully Carrera S.Sully Carrera's HSBC Private Bank Experience April 2012 - Present
Job Payment Processing Loan Servicing Rep.III at HSBC Private Bank
Industry Religious Institutions
Experience
HSBC Private Bank April 2012 - Present
Vangent, Inc. November 2009 - May 2011
Valet Waste, LLC June 2008 - February 2010
American Family Title May 2005 - October 2005
Security Services of America August 2004 - April 2005
Sandels Primary Healthcare Center February 2004 - January 2005
Miles Properties, Inc March 2003 - July 2003
Aramark November 2000 - April 2001
Skills
Microsoft Office, Outlook, Customer Service, Customer Satisfaction, System Administration, PowerPoint, Team Leadership, Microsoft Excel, Leadership, Lotus Notes, Word, Access, Databases, Troubleshooting, Linux, Java, HTML, Problem Solving, Security, Customer Relations, Administration, Bookkeeping, Budgeting, Insurance, Documentation, Florida Notary, Parenting, Respite, Cpr Certified, AED, First Aid, Sales, Cashiering, Medicare, Medicaid, Credit Management, HIPAA, Healthcare, Residential Mortgages, Commercial Real Estate, HIV prevention, Leasing, Social Networking, Referrals, Single Family Homes, Mobile Applications, Appraisals, Hospitality Industry, Staffing Services, Calyx
Education
Liberty University 2009 — 2012
Financial Peace University 2008 — 2008
Certificate, Debt Reduction & Financial Planning
Bob Hogue School of Real Estate 2005 — 2005
Diploma, Florida Real Estate Sales Associate Licensing
Manhattan Hairstyling Academy 2003 — 2004
Diploma, Nail Technology
Henry W. Brewster Technical Center 2002 — 2003
High School Diploma
Hillsborough Community College 2002 — 2002
Certificate, Security Officer Training "D"
HSBC Private Bank April 2012 - Present
Vangent, Inc. November 2009 - May 2011
Valet Waste, LLC June 2008 - February 2010
American Family Title May 2005 - October 2005
Security Services of America August 2004 - April 2005
Sandels Primary Healthcare Center February 2004 - January 2005
Miles Properties, Inc March 2003 - July 2003
Aramark November 2000 - April 2001
Skills
Microsoft Office, Outlook, Customer Service, Customer Satisfaction, System Administration, PowerPoint, Team Leadership, Microsoft Excel, Leadership, Lotus Notes, Word, Access, Databases, Troubleshooting, Linux, Java, HTML, Problem Solving, Security, Customer Relations, Administration, Bookkeeping, Budgeting, Insurance, Documentation, Florida Notary, Parenting, Respite, Cpr Certified, AED, First Aid, Sales, Cashiering, Medicare, Medicaid, Credit Management, HIPAA, Healthcare, Residential Mortgages, Commercial Real Estate, HIV prevention, Leasing, Social Networking, Referrals, Single Family Homes, Mobile Applications, Appraisals, Hospitality Industry, Staffing Services, Calyx
Education
Liberty University 2009 — 2012
Financial Peace University 2008 — 2008
Certificate, Debt Reduction & Financial Planning
Bob Hogue School of Real Estate 2005 — 2005
Diploma, Florida Real Estate Sales Associate Licensing
Manhattan Hairstyling Academy 2003 — 2004
Diploma, Nail Technology
Henry W. Brewster Technical Center 2002 — 2003
High School Diploma
Hillsborough Community College 2002 — 2002
Certificate, Security Officer Training "D"
Todd D. Green, CFA's HSBC Private Bank Experience January 1998 - June 2007
Job Chief Investment Officer at Alesco Advisors LLC
Industry Financial Services
Experience
Alesco Advisors LLC June 2007 - Present
HSBC Private Bank January 1998 - June 2007
Wilmington Trust Company 1996 - 1998
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Chartered Financial..., Alternative Investments, Asset Management, Equities, Hedge Funds, Fixed Income
Education
State University of New York at Binghamton 1983 — 1988
Bachelor's degree, Economics & Finance
Alesco Advisors LLC June 2007 - Present
HSBC Private Bank January 1998 - June 2007
Wilmington Trust Company 1996 - 1998
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Chartered Financial..., Alternative Investments, Asset Management, Equities, Hedge Funds, Fixed Income
Education
State University of New York at Binghamton 1983 — 1988
Bachelor's degree, Economics & Finance
Todd Taylor Todd Taylor's HSBC Private Bank Experience January 1993 - January 1999
Job Top Brokering Coach * Diversified Listing Service * Wheelator World * Classic Cars * Boats * MotorHomes* Heavy Equipment
Industry Marketing and Advertising
Experience
WheelatorWorld.com January 2012 - Present
Semi-Retired January 2005 - January 2012
Originators Of Buffalo AHL/Novastar January 1999 - January 2005
HSBC Private Bank January 1993 - January 1999
Skills
Management, Pricing, Business Development, Economic Development, Strategic Planning, Coaching, Credit, Training, Banking, Mortgage Lending, Real Estate, Team Building, Investment Properties, Venture Capital, Insurance, Joint Ventures, Finance, Strategic Financial..., Negotiation, Mergers & Acquisitions, Small Business, Portfolio Management, Investments, Business Planning, Risk Management, Financial Analysis, Corporate Finance, Start-ups, Due Diligence, Executive Management, Project Finance, Entrepreneurship, Loans, Financial Modeling, Refinance, Strategy, Asset Management, Contract Negotiation
Education
Canisius College 1989 — 1993
Banking, Corporate, Finance, and Securities Law
Mercyhurst College 1987 — 1989
WheelatorWorld.com January 2012 - Present
Semi-Retired January 2005 - January 2012
Originators Of Buffalo AHL/Novastar January 1999 - January 2005
HSBC Private Bank January 1993 - January 1999
Skills
Management, Pricing, Business Development, Economic Development, Strategic Planning, Coaching, Credit, Training, Banking, Mortgage Lending, Real Estate, Team Building, Investment Properties, Venture Capital, Insurance, Joint Ventures, Finance, Strategic Financial..., Negotiation, Mergers & Acquisitions, Small Business, Portfolio Management, Investments, Business Planning, Risk Management, Financial Analysis, Corporate Finance, Start-ups, Due Diligence, Executive Management, Project Finance, Entrepreneurship, Loans, Financial Modeling, Refinance, Strategy, Asset Management, Contract Negotiation
Education
Canisius College 1989 — 1993
Banking, Corporate, Finance, and Securities Law
Mercyhurst College 1987 — 1989
Issam Samuel Sadak's HSBC Private Bank Experience 2009 - Present
Job Executive Director, MENAT / Mediterranean Europe at UBS Private Bank AG.
Industry Investment Management
Experience
UBS Private Bank AG. UBS Wealth Management International April 2015 - Present
Foreign Policy Association January 2015 - Present
HSBC Private Bank 2009 - Present
Moroccan Finance Club / Maroc Finance Club (MFC) 2009 - Present
Chic Events NY January 2003 - Present
Arab Bankers Association of North America 2002 - Present
AMPA- Association of Moroccan Professionals in America 2001 - Present
MoroccoTomorrow January 2011 - December 2011
JPMorganChase October 2005 - October 2009
GunnAllen Financial 2004 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Risk Management, Banking, Finance, Equities, Financial Services, Asset Management, Financial Advisory, Private Equity, Investment Management, Private Banking, Wealth, Wealth Management..., Relationship Management, Fixed Income
Education
Colin Powell School for Civic and Global Leadership
Financial Economics, Business/Managerial Economics
Liberty High School, New York City, NY, U.S.A
High School
Lycée / Collège 2 Mars, Casablanca, Morocco
Experimental Sciences, Experimental Sciences Curriculum
Zicklin Graduate School of Business
Finance
UBS Private Bank AG. UBS Wealth Management International April 2015 - Present
Foreign Policy Association January 2015 - Present
HSBC Private Bank 2009 - Present
Moroccan Finance Club / Maroc Finance Club (MFC) 2009 - Present
Chic Events NY January 2003 - Present
Arab Bankers Association of North America 2002 - Present
AMPA- Association of Moroccan Professionals in America 2001 - Present
MoroccoTomorrow January 2011 - December 2011
JPMorganChase October 2005 - October 2009
GunnAllen Financial 2004 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Risk Management, Banking, Finance, Equities, Financial Services, Asset Management, Financial Advisory, Private Equity, Investment Management, Private Banking, Wealth, Wealth Management..., Relationship Management, Fixed Income
Education
Colin Powell School for Civic and Global Leadership
Financial Economics, Business/Managerial Economics
Liberty High School, New York City, NY, U.S.A
High School
Lycée / Collège 2 Mars, Casablanca, Morocco
Experimental Sciences, Experimental Sciences Curriculum
Zicklin Graduate School of Business
Finance
Ervin Gega Ervin Gega's HSBC Private Bank Experience December 2014 - March 2015
Job Credit Analyst III at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. March 2015 - Present
HSBC Private Bank December 2014 - March 2015
AppNexus January 2013 - October 2014
Municipal Credit Union January 2012 - December 2012
TD Bank September 2004 - January 2012
Commerce One Financial April 2004 - August 2004
National Securities Corp September 2003 - March 2004
Skills
Financial Analysis, Credit Risk, Derivatives, Finance, Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Equities, Credit Analysis, Credit, Loans, Portfolio Management, Banking, Mortgage Lending, Consumer Lending, Underwriting, Risk Management, Corporate Finance, Securities, Financial Services, Analysis, Management, Financial Risk, Commercial Banking, Accounting, Retail Banking, Relationship Management, Business Analysis, Due Diligence, Commercial Lending, Trading, Loan Origination, Customer Service, Financial Markets, Mortgage Banking, Project Management, Leadership, Financial Advisory, Sales, Small Business Lending, Strategy, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance & Investment Analysis
Universiteti i Tiranës 1992 — 1996
Bachelor’s Degree, Business Administration
Santander Bank, N.A. March 2015 - Present
HSBC Private Bank December 2014 - March 2015
AppNexus January 2013 - October 2014
Municipal Credit Union January 2012 - December 2012
TD Bank September 2004 - January 2012
Commerce One Financial April 2004 - August 2004
National Securities Corp September 2003 - March 2004
Skills
Financial Analysis, Credit Risk, Derivatives, Finance, Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Equities, Credit Analysis, Credit, Loans, Portfolio Management, Banking, Mortgage Lending, Consumer Lending, Underwriting, Risk Management, Corporate Finance, Securities, Financial Services, Analysis, Management, Financial Risk, Commercial Banking, Accounting, Retail Banking, Relationship Management, Business Analysis, Due Diligence, Commercial Lending, Trading, Loan Origination, Customer Service, Financial Markets, Mortgage Banking, Project Management, Leadership, Financial Advisory, Sales, Small Business Lending, Strategy, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance & Investment Analysis
Universiteti i Tiranës 1992 — 1996
Bachelor’s Degree, Business Administration
Na Yang's HSBC Private Bank Experience July 2013 - August 2013
Job Student at Clark University
Industry Financial Services
Experience
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Matlab, QuickBooks, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Project Management, Leadership, Management, Photoshop, English, Strategic Planning, Event Planning, Time Management, Outlook, Teaching, Team Leadership, Analysis, Bloomberg Terminal
Education
Clark University 2014 — 2016
Master's degree, Finance, General
University of Minnesota Duluth 2013 — 2014
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Matlab, QuickBooks, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Project Management, Leadership, Management, Photoshop, English, Strategic Planning, Event Planning, Time Management, Outlook, Teaching, Team Leadership, Analysis, Bloomberg Terminal
Education
Clark University 2014 — 2016
Master's degree, Finance, General
University of Minnesota Duluth 2013 — 2014
Pierre Alexis Daubin's HSBC Private Bank Experience August 2011 - September 2011
Job Marketing Communications Manager
Industry Apparel & Fashion
Experience
Mickey & Jenny April 2015 - August 2015
Atelier Indigo August 2013 - December 2014
Active Diag January 2013 - July 2013
Elior September 2011 - August 2012
HSBC Private Bank August 2011 - September 2011
Mediarom September 2009 - July 2011
Skills
Marketing, Fashion, French, International Marketing, Team Management, Social Media, Mode, Merchandising, Apparel, Retail, Luxury Goods, Styling, Sales, Trend, Textiles, Global Sourcing, Gestion d'équipe, Illustrator, Store Management, Adobe Creative Suite
Education
University of California, Los Angeles
Marketing
Esupcom
Master's, Communications & Marketing, First in class
IPAC
Bachelor's, Business
Mickey & Jenny April 2015 - August 2015
Atelier Indigo August 2013 - December 2014
Active Diag January 2013 - July 2013
Elior September 2011 - August 2012
HSBC Private Bank August 2011 - September 2011
Mediarom September 2009 - July 2011
Skills
Marketing, Fashion, French, International Marketing, Team Management, Social Media, Mode, Merchandising, Apparel, Retail, Luxury Goods, Styling, Sales, Trend, Textiles, Global Sourcing, Gestion d'équipe, Illustrator, Store Management, Adobe Creative Suite
Education
University of California, Los Angeles
Marketing
Esupcom
Master's, Communications & Marketing, First in class
IPAC
Bachelor's, Business
Denise Yi Denise Yi's HSBC Private Bank Experience March 2007 - August 2012
Job Senior Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi August 2012 - Present
HSBC Private Bank March 2007 - August 2012
Deutsche Bank November 2003 - January 2007
PwC September 1999 - October 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Private Banking, Wealth Management..., Investments, Mortgage Lending, Commercial Lending, Estate Planning, Banking, Asset Management, Financial Services, Wealth Management, Equities, Capital Markets, Portfolio Management, Financial Analysis
Education
State University of New York at Binghamton 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Citi August 2012 - Present
HSBC Private Bank March 2007 - August 2012
Deutsche Bank November 2003 - January 2007
PwC September 1999 - October 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Private Banking, Wealth Management..., Investments, Mortgage Lending, Commercial Lending, Estate Planning, Banking, Asset Management, Financial Services, Wealth Management, Equities, Capital Markets, Portfolio Management, Financial Analysis
Education
State University of New York at Binghamton 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Brian Allen, CPCU Brian Allen, CPCU's HSBC Private Bank Experience June 2009 - August 2009
Job Sales and Client Services Supervisor at Amica Mutual Insurance
Industry Insurance
Experience
Amica Mutual Insurance January 2015 - Present
Amica Mutual Insurance November 2013 - January 2015
Amica Mutual Insurance Co. June 2010 - November 2013
HSBC Private Bank June 2009 - August 2009
RuffaloCODY September 2007 - May 2009
Aetna May 2008 - July 2008
Skills
Analysis, Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Event Planning, Microsoft Word, Customer Service, Facebook, Insurance, Fundraising, Sales, Data Analysis, Social Media Marketing, Outlook, Access, Public Speaking, Finance
Education
Boston University 2012 — 2013
Masters of Science, Insurance Management
Providence College 2006 — 2010
Bachelor of Arts, Business Economics
Chaminade High School 2002 — 2006
High School Diploma
Amica Mutual Insurance January 2015 - Present
Amica Mutual Insurance November 2013 - January 2015
Amica Mutual Insurance Co. June 2010 - November 2013
HSBC Private Bank June 2009 - August 2009
RuffaloCODY September 2007 - May 2009
Aetna May 2008 - July 2008
Skills
Analysis, Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Event Planning, Microsoft Word, Customer Service, Facebook, Insurance, Fundraising, Sales, Data Analysis, Social Media Marketing, Outlook, Access, Public Speaking, Finance
Education
Boston University 2012 — 2013
Masters of Science, Insurance Management
Providence College 2006 — 2010
Bachelor of Arts, Business Economics
Chaminade High School 2002 — 2006
High School Diploma
Tomas Benitez-Rionda's HSBC Private Bank Experience October 2000 - January 2009
Job
Industry Real Estate
Experience
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
Cindy Rodner Cindy Rodner's HSBC Private Bank Experience June 2015 - Present
Job Assistant Vice President Investment Governance at Deutsche Bank
Industry Investment Banking
Experience
HSBC Private Bank June 2015 - Present
Deutsche Bank June 2014 - Present
Deutsche Bank May 2012 - May 2014
Deutsche Bank March 2007 - April 2012
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Trading Systems, Capital Markets, Equity Derivatives, Middle Office, Electronic Trading, Credit Derivatives, Interest Rate..., Market Data, Bloomberg, Back Office, Hedge Funds
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelor of Science (B.S.), Business Management and Finance
HSBC Private Bank June 2015 - Present
Deutsche Bank June 2014 - Present
Deutsche Bank May 2012 - May 2014
Deutsche Bank March 2007 - April 2012
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Trading Systems, Capital Markets, Equity Derivatives, Middle Office, Electronic Trading, Credit Derivatives, Interest Rate..., Market Data, Bloomberg, Back Office, Hedge Funds
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelor of Science (B.S.), Business Management and Finance
Sandra Abuwalla's HSBC Private Bank Experience December 1995 - December 1998
Job Director, Marketing & Communications
Industry Telecommunications
Experience
Call2Recycle, Inc. July 2015 - Present
Samsung Electronics June 2013 - May 2015
SOTI Inc. January 2010 - June 2013
Government of Ontario January 2010 - February 2013
TELUS Integrated Communications January 2000 - December 2009
Bank of Montreal (North American Cash Management) March 1999 - February 2000
HSBC Private Bank December 1995 - December 1998
Skills
Strategic Communications, Internal Communications, Public Relations, Copywriting, Collateral, Marketing Communications, Strategic Planning, Product Management, Event Management, Account Management, Marketing Strategy, Project Management, Social Media, Product Marketing, Telecommunications, Advertising, Strategy, Management, New Business Development, Leadership, Business Development, Marketing, Lead Generation, Program Management, Start-ups, Strategic Partnerships
Education
Ryerson MBA - Ted Rogers School of Management 2015 — 2015
Professional Development: Leadership Courses, Entrepreneurship Tools, Entrepreneurial Agility, Innovation Strategies
Samsung School of Learning 2014 — 2015
Samsung Essentials for Marketing (SEM), Samsung Essentials for Business (SEB)
York University - Schulich School of Business 2014 — 2014
Driving Innovation Marketing Certification, Mastering the Art of Presentation
TS2 2006 — 2007
Trade show management certification, All aspects of trade show management
BritishBank Training
Certification, Investment Products Course, Credit Card Course, Compliance & Money Laundering
Sophia University
BA, English, History, Psychology
Various
Xavier Institute of Management
Marketing & PR, Marketing, Advertising, PR
Call2Recycle, Inc. July 2015 - Present
Samsung Electronics June 2013 - May 2015
SOTI Inc. January 2010 - June 2013
Government of Ontario January 2010 - February 2013
TELUS Integrated Communications January 2000 - December 2009
Bank of Montreal (North American Cash Management) March 1999 - February 2000
HSBC Private Bank December 1995 - December 1998
Skills
Strategic Communications, Internal Communications, Public Relations, Copywriting, Collateral, Marketing Communications, Strategic Planning, Product Management, Event Management, Account Management, Marketing Strategy, Project Management, Social Media, Product Marketing, Telecommunications, Advertising, Strategy, Management, New Business Development, Leadership, Business Development, Marketing, Lead Generation, Program Management, Start-ups, Strategic Partnerships
Education
Ryerson MBA - Ted Rogers School of Management 2015 — 2015
Professional Development: Leadership Courses, Entrepreneurship Tools, Entrepreneurial Agility, Innovation Strategies
Samsung School of Learning 2014 — 2015
Samsung Essentials for Marketing (SEM), Samsung Essentials for Business (SEB)
York University - Schulich School of Business 2014 — 2014
Driving Innovation Marketing Certification, Mastering the Art of Presentation
TS2 2006 — 2007
Trade show management certification, All aspects of trade show management
BritishBank Training
Certification, Investment Products Course, Credit Card Course, Compliance & Money Laundering
Sophia University
BA, English, History, Psychology
Various
Xavier Institute of Management
Marketing & PR, Marketing, Advertising, PR
Salvador J. Juncadella, IV's HSBC Private Bank Experience June 2015 - August 2015
Job Portfolio & Research Analyst at BigSur Partners
Industry Venture Capital & Private Equity
Experience
BigSur Partners September 2015 - Present
HSBC Private Bank June 2015 - August 2015
BigSur Partners June 2014 - June 2015
Acumen Fund February 2015 - April 2015
Opportunity Starter December 2013 - April 2015
Main Street Partners December 2013 - January 2015
Uber Technologies November 2013 - December 2014
Consult Your Community August 2013 - December 2014
Heights Capital August 2013 - December 2014
STRAAT Investments June 2013 - June 2014
Skills
Leadership, Entrepreneurship, Business Development, Marketing, Start-ups, Recruiting, Investments, Bloomberg, Fundraising, Analysis, Non-profits, Marketing Strategy, Social Media, Research, Finance, Startups, Customer Service, Statistics, Morningstar, Thomson One Banker, Microsoft Excel, Public Speaking, Website Development
Education
Boston College 2012 — 2016
Wallace E. Carroll School of Management
The Hong Kong University of Science and Technology 2014 — 2014
School of Business and Management
Belen Jesuit Preparatory School 2005 — 2012
High School Diploma, Magna Cum Laude and AP Scholar with Distinction
BigSur Partners September 2015 - Present
HSBC Private Bank June 2015 - August 2015
BigSur Partners June 2014 - June 2015
Acumen Fund February 2015 - April 2015
Opportunity Starter December 2013 - April 2015
Main Street Partners December 2013 - January 2015
Uber Technologies November 2013 - December 2014
Consult Your Community August 2013 - December 2014
Heights Capital August 2013 - December 2014
STRAAT Investments June 2013 - June 2014
Skills
Leadership, Entrepreneurship, Business Development, Marketing, Start-ups, Recruiting, Investments, Bloomberg, Fundraising, Analysis, Non-profits, Marketing Strategy, Social Media, Research, Finance, Startups, Customer Service, Statistics, Morningstar, Thomson One Banker, Microsoft Excel, Public Speaking, Website Development
Education
Boston College 2012 — 2016
Wallace E. Carroll School of Management
The Hong Kong University of Science and Technology 2014 — 2014
School of Business and Management
Belen Jesuit Preparatory School 2005 — 2012
High School Diploma, Magna Cum Laude and AP Scholar with Distinction
Michelle Hollon Michelle Hollon's HSBC Private Bank Experience 2001 - 2003
Job RNBSN
Industry Hospital & Health Care
Experience
MedPLUS April 2015 - Present
Professional Home Healthcare December 2014 - May 2015
Cumberland Valley Surgical Center September 2013 - December 2014
Saint Joseph's Hospital May 2008 - March 2014
Household International February 2001 - January 2003
HSBC Private Bank 2001 - 2003
Skills
Nursing, System training, Computer skills, Trained in CPR, PALS,..., Caring for post surgical, Caring for geriatric, Emergency care, Postpartum care, Medical surgical care, Emergency Medicine, Training, EHR, BLS, Inpatient, EMR, Hospitals, Meditech, Pediatrics, Patient Safety, Healthcare, Healthcare Management, Epic Systems, Acute Care, Healthcare Information..., PALS, Physician Relations, Critical Care, HIPAA, Healthcare Consulting, Medical Terminology, Cpr Certified, Telemetry, Physicians, Nursing Education, ICU, ACLS, Patient Advocacy, Managed Care, Medicaid, IV, Medication..., Medicare, Emergency Room, Patient Education, Registered Nurses, Medicine, Emergency Nursing, Healthcare Industry, JCAHO, Direct Patient Care
Education
Chamberlain College of Nursing 2014 — 2015
Masters, Family Nurse Practitioner
Chamberlain College of Nursing 2013 — 2014
Bachelor's degree, Family Practice Nurse/Nursing, 3.7
Lincoln Memorial University 2004 — 2008
Associate's degree, Nursing degree
Somerset Community College 2001 — 2003
Undergraduate, Under-graduate
University of Kentucky 2000 — 2001
Undergraduate classes, Undergraduate
MedPLUS April 2015 - Present
Professional Home Healthcare December 2014 - May 2015
Cumberland Valley Surgical Center September 2013 - December 2014
Saint Joseph's Hospital May 2008 - March 2014
Household International February 2001 - January 2003
HSBC Private Bank 2001 - 2003
Skills
Nursing, System training, Computer skills, Trained in CPR, PALS,..., Caring for post surgical, Caring for geriatric, Emergency care, Postpartum care, Medical surgical care, Emergency Medicine, Training, EHR, BLS, Inpatient, EMR, Hospitals, Meditech, Pediatrics, Patient Safety, Healthcare, Healthcare Management, Epic Systems, Acute Care, Healthcare Information..., PALS, Physician Relations, Critical Care, HIPAA, Healthcare Consulting, Medical Terminology, Cpr Certified, Telemetry, Physicians, Nursing Education, ICU, ACLS, Patient Advocacy, Managed Care, Medicaid, IV, Medication..., Medicare, Emergency Room, Patient Education, Registered Nurses, Medicine, Emergency Nursing, Healthcare Industry, JCAHO, Direct Patient Care
Education
Chamberlain College of Nursing 2014 — 2015
Masters, Family Nurse Practitioner
Chamberlain College of Nursing 2013 — 2014
Bachelor's degree, Family Practice Nurse/Nursing, 3.7
Lincoln Memorial University 2004 — 2008
Associate's degree, Nursing degree
Somerset Community College 2001 — 2003
Undergraduate, Under-graduate
University of Kentucky 2000 — 2001
Undergraduate classes, Undergraduate
Sami Abdul-Hadi Sami Abdul-Hadi's HSBC Private Bank Experience June 2010 - June 2010
Job Student at California State UniversityLong Beach
Industry
Experience
Standard chartered private bank July 2015 - Present
Camali Clinic June 2014 - Present
HSBC Private Bank June 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Teamwork, Team Leadership, Research
Education
California State University-Long Beach 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Standard chartered private bank July 2015 - Present
Camali Clinic June 2014 - Present
HSBC Private Bank June 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Teamwork, Team Leadership, Research
Education
California State University-Long Beach 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
COCON CORNEL's HSBC Private Bank Experience October 2010 - September 2012
Job Personal Banker II Business Specialist
Industry Banking
Experience
JPMorgan Chase October 2012 - Present
HSBC Private Bank October 2010 - September 2012
US Bank June 2008 - October 2010
Citi December 2006 - May 2008
Skills
Customer Service, Banking, Analysis, Accounting, Strong analytical and..., Detail oriented and..., Excellent in providing..., Compliance, Microsoft Office, Customer Relations, Lotus Notes, Public Relations, Finance, Management
Education
Lyceum Northwestern University 2003 — 2006
Bachelor of Science in Commerce, Management Accounting
St. John's Cathedral School 2000 — 2003
Highschool Graduate
JPMorgan Chase October 2012 - Present
HSBC Private Bank October 2010 - September 2012
US Bank June 2008 - October 2010
Citi December 2006 - May 2008
Skills
Customer Service, Banking, Analysis, Accounting, Strong analytical and..., Detail oriented and..., Excellent in providing..., Compliance, Microsoft Office, Customer Relations, Lotus Notes, Public Relations, Finance, Management
Education
Lyceum Northwestern University 2003 — 2006
Bachelor of Science in Commerce, Management Accounting
St. John's Cathedral School 2000 — 2003
Highschool Graduate
Fred Song Ph.D Fred Song Ph.D's HSBC Private Bank Experience May 2007 - May 2008
Job Technical Diving Instructor, Travler & Bible Believer
Industry Religious Institutions
Experience
Ocean Phil Diving Center June 2012 - May 2014
HSBC Retail Banking and Wealth Management June 2008 - June 2012
HSBC Private Bank May 2007 - May 2008
Oxford Brookes University August 2005 - May 2007
Verizon Enterprise Solutions October 2003 - June 2005
Skills
Scuba Diving..., 教学
Education
International Academy of Management and Economics 2007 — 2010
Doctoral of Philosophy in Management, Doctor of Philosophy (Ph.D.)(GPA3.6)
International Academy of Management and Economics 2004 — 2005
Management, Executive Master of Business Administration (EMBA)(GPA3.2)
De La Salle University 2000 — 2004
Business Management, Bachelor of Science in Business Administration(BSBA)(GPA3.0)
Ocean Phil Diving Center June 2012 - May 2014
HSBC Retail Banking and Wealth Management June 2008 - June 2012
HSBC Private Bank May 2007 - May 2008
Oxford Brookes University August 2005 - May 2007
Verizon Enterprise Solutions October 2003 - June 2005
Skills
Scuba Diving..., 教学
Education
International Academy of Management and Economics 2007 — 2010
Doctoral of Philosophy in Management, Doctor of Philosophy (Ph.D.)(GPA3.6)
International Academy of Management and Economics 2004 — 2005
Management, Executive Master of Business Administration (EMBA)(GPA3.2)
De La Salle University 2000 — 2004
Business Management, Bachelor of Science in Business Administration(BSBA)(GPA3.0)
Jennifer Chammas's HSBC Private Bank Experience June 2013 - January 2015
Job HSBC Global Banking and Markets
Industry Financial Services
Experience
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
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
Paul R. Sanford Paul R. Sanford's HSBC Private Bank Experience 2005 - 2007
Job Chief Investment Officer at TriLinc Global
Industry Investment Management
Experience
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
Osman Poroy Osman Poroy's HSBC Private Bank Experience June 2011 - August 2011
Job Associate at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems May 2014 - Present
Eastern Bank February 2012 - November 2012
HSBC Private Bank June 2011 - August 2011
Destek FX June 2010 - August 2010
John H. Chafee Center October 2009 - December 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Finance, Strategy, Microsoft Office, Company Valuation, DCF Valuation, Microsoft Word, Java, Investment Valuation, OOP, Object Oriented..., Fluent in Turkish, Expert in Microsoft..., Expert in Visio, Photoshop, Business Valuation, Valuation Modeling, Excel models, Business Excellence, Financial Accounting, Financial Risk, Financial Statements, Analytics
Education
Boston University - School of Management 2010 — 2012
Bachelor of Science, Business Administration
Bryant University 2008 — 2010
Dual, Finance and Management Information Systems, 3.71 GPA
SunGard Financial Systems May 2014 - Present
Eastern Bank February 2012 - November 2012
HSBC Private Bank June 2011 - August 2011
Destek FX June 2010 - August 2010
John H. Chafee Center October 2009 - December 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Finance, Strategy, Microsoft Office, Company Valuation, DCF Valuation, Microsoft Word, Java, Investment Valuation, OOP, Object Oriented..., Fluent in Turkish, Expert in Microsoft..., Expert in Visio, Photoshop, Business Valuation, Valuation Modeling, Excel models, Business Excellence, Financial Accounting, Financial Risk, Financial Statements, Analytics
Education
Boston University - School of Management 2010 — 2012
Bachelor of Science, Business Administration
Bryant University 2008 — 2010
Dual, Finance and Management Information Systems, 3.71 GPA
Brandon Wagstaff, MBA Brandon Wagstaff, MBA's HSBC Private Bank Experience July 2010 - June 2012
Job Supply Chain Analyst at Northrop Grumman Corporation
Industry Management Consulting
Experience
Northrop Grumman Corporation June 2015 - Present
Rich Products Corporation January 2015 - Present
Canisius College August 2013 - Present
Northrop Grumman Corporation May 2014 - July 2014
M&T Bank June 2012 - September 2012
HSBC Private Bank July 2010 - June 2012
Buffalo New York Government Office of Citizen Services January 2009 - December 2009
Skills
Banking, Credit, Retail Banking, Loans, Financial Analysis, Insurance, Wealth Management, Investment Advisory, Financial Reporting, Market Research, Marketing, Sales, Strategic Planning, Social Media, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Management, Leadership, Customer Service, Analysis
Education
Canisius College 2013 — 2015
Master of Business Administration (MBA), Business and Supply Chain Management, 3.5 GPA
Canisius College 2006 — 2010
Bachelor of Science (BS), Marketing
Northrop Grumman Corporation June 2015 - Present
Rich Products Corporation January 2015 - Present
Canisius College August 2013 - Present
Northrop Grumman Corporation May 2014 - July 2014
M&T Bank June 2012 - September 2012
HSBC Private Bank July 2010 - June 2012
Buffalo New York Government Office of Citizen Services January 2009 - December 2009
Skills
Banking, Credit, Retail Banking, Loans, Financial Analysis, Insurance, Wealth Management, Investment Advisory, Financial Reporting, Market Research, Marketing, Sales, Strategic Planning, Social Media, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Management, Leadership, Customer Service, Analysis
Education
Canisius College 2013 — 2015
Master of Business Administration (MBA), Business and Supply Chain Management, 3.5 GPA
Canisius College 2006 — 2010
Bachelor of Science (BS), Marketing
Adi Assouline's HSBC Private Bank Experience May 2009 - August 2009
Job Sitting for July 2015 New York and New Jersey State Bar Examinations.
Industry Law Practice
Experience
Professor Marci Hamilton June 2014 - May 2015
Deborah A. Nilson & Associates, PLLC January 2015 - April 2015
Benjamin N. Cardozo School of Law August 2014 - December 2014
Bank Leumi USA June 2014 - August 2014
New York Legal Assistance Group May 2013 - December 2013
Integrated Domestic Violence Court June 2011 - August 2011
HSBC Private Bank May 2009 - August 2009
Skills
Family Law, Courts, Litigation, Trials, Legal Research, Legal Writing, Constitutional Law, Criminal Law, Spanish, Modern Hebrew, French, Motions, Lexis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (JD)
Brandeis University 2008 — 2012
Bachelor of Arts (BA), Philosophy and Legal Studies
Professor Marci Hamilton June 2014 - May 2015
Deborah A. Nilson & Associates, PLLC January 2015 - April 2015
Benjamin N. Cardozo School of Law August 2014 - December 2014
Bank Leumi USA June 2014 - August 2014
New York Legal Assistance Group May 2013 - December 2013
Integrated Domestic Violence Court June 2011 - August 2011
HSBC Private Bank May 2009 - August 2009
Skills
Family Law, Courts, Litigation, Trials, Legal Research, Legal Writing, Constitutional Law, Criminal Law, Spanish, Modern Hebrew, French, Motions, Lexis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (JD)
Brandeis University 2008 — 2012
Bachelor of Arts (BA), Philosophy and Legal Studies
Liset Diaz Liset Diaz's HSBC Private Bank Experience May 2012 - March 2013
Job Robert Half Executive Search
Industry Executive Office
Experience
Robert Half Executive Search April 2015 - Present
Infinity Consulting Solutions June 2014 - February 2015
Barclays Corporate Banking September 2013 - December 2013
HSBC Private Bank May 2012 - March 2013
UBS Global Asset Management September 2011 - December 2011
Ashurst April 2010 - March 2011
Calyon Corporate & Investment May 2009 - December 2009
Skills
Executive Assistant, Office Management, Receptionist Duties, Administrative..., Operations Management, Human Resources..., Customer Service, PowerPoint, Sales
Education
New City Technical College
New York University
Robert Half Executive Search April 2015 - Present
Infinity Consulting Solutions June 2014 - February 2015
Barclays Corporate Banking September 2013 - December 2013
HSBC Private Bank May 2012 - March 2013
UBS Global Asset Management September 2011 - December 2011
Ashurst April 2010 - March 2011
Calyon Corporate & Investment May 2009 - December 2009
Skills
Executive Assistant, Office Management, Receptionist Duties, Administrative..., Operations Management, Human Resources..., Customer Service, PowerPoint, Sales
Education
New City Technical College
New York University
Janusz John Kijek Janusz John Kijek's HSBC Private Bank Experience April 2001 - April 2011
Job Software Development and Application Support at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard December 2012 - Present
self-employment January 2011 - October 2012
HSBC Private Bank April 2001 - April 2011
Republic National Bank April 1996 - April 2001
TSR Consulting Services, Inc. 1996 - 1996
Robert Half International 1993 - 1995
Canadian Federal Government 1988 - 1993
University of Lodz 1979 - 1981
Skills
Application Development, Quality Assurance
Education
Baruch College 1997 — 1998
Computer Science
Algonquin College of Applied Arts and Technology 1987 — 1989
Computer Science
Carleton University 1985 — 1986
Computer Science
University of Lodz 1976 — 1980
Master (M.Sc.), Economisc
SetFocus
Hewlett-Packard December 2012 - Present
self-employment January 2011 - October 2012
HSBC Private Bank April 2001 - April 2011
Republic National Bank April 1996 - April 2001
TSR Consulting Services, Inc. 1996 - 1996
Robert Half International 1993 - 1995
Canadian Federal Government 1988 - 1993
University of Lodz 1979 - 1981
Skills
Application Development, Quality Assurance
Education
Baruch College 1997 — 1998
Computer Science
Algonquin College of Applied Arts and Technology 1987 — 1989
Computer Science
Carleton University 1985 — 1986
Computer Science
University of Lodz 1976 — 1980
Master (M.Sc.), Economisc
SetFocus
Angela Kong Angela Kong's HSBC Private Bank Experience August 2005 - May 2007
Job Pharmaceutical Sales Representative at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim April 2012 - Present
Inventiv Healthcare March 2011 - April 2012
STAPLES December 2007 - March 2011
HSBC Private Bank August 2005 - May 2007
Skills
Sales, New Business Development, Negotiation, Teamwork, Cold Calling, Sales Management, Lead Generation, Account Management, Forecasting, Marketing, Marketing Strategy, Direct Sales, Solution Selling, Salesforce.com, Online Advertising, Leadership, Strategic Planning, Team Building, Business Development, Team Management, CRM, Selling, Cross-functional Team..., Sales Operations, Sales Process, Competitive Analysis, Sales Presentations, Customer Retention, Key Account Management, B2B, Market Research, Product Marketing, Strategic Partnerships, Pricing, Hospital Sales, Medical Sales
Education
California State University-Fullerton 2000 — 2006
Business Administration, Finance and Marketing
Boehringer Ingelheim April 2012 - Present
Inventiv Healthcare March 2011 - April 2012
STAPLES December 2007 - March 2011
HSBC Private Bank August 2005 - May 2007
Skills
Sales, New Business Development, Negotiation, Teamwork, Cold Calling, Sales Management, Lead Generation, Account Management, Forecasting, Marketing, Marketing Strategy, Direct Sales, Solution Selling, Salesforce.com, Online Advertising, Leadership, Strategic Planning, Team Building, Business Development, Team Management, CRM, Selling, Cross-functional Team..., Sales Operations, Sales Process, Competitive Analysis, Sales Presentations, Customer Retention, Key Account Management, B2B, Market Research, Product Marketing, Strategic Partnerships, Pricing, Hospital Sales, Medical Sales
Education
California State University-Fullerton 2000 — 2006
Business Administration, Finance and Marketing
Ian A. Reay Ian A. Reay's HSBC Private Bank Experience March 2007 - February 2011
Job Associate Vice President, Wealth Services at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD April 2014 - Present
TD Wealth February 2011 - April 2014
HSBC Private Bank March 2007 - February 2011
HSBC January 2005 - March 2007
RBC Global Private Banking May 2003 - December 2004
Skills
Estate Planning, Asset Management, Private Banking, Investment Strategies, Financial Planning, High Net Worth..., Private Wealth..., Alternative Investments, Succession Planning, Portfolio Management, Retirement Planning, Business Strategy, Wealth Management..., Asset Managment, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Analysis, Equities, Fixed Income, Investments, Risk Management, Due Diligence, Mutual Funds, Securities, Financial Risk, Investment Management, Financial Services, Wealth, Asset Allocation, Hedge Funds, Relationship Management, Banking, AML, Private Equity, Credit, Structured Products, Financial Markets, Bonds, Investment Banking, Pensions, Derivatives, Trading, Capital Markets, Emerging Markets, Loans, Financial Structuring, Mortgage Lending, Commercial Banking
Education
Carleton University 1991 — 1995
BA (Hons)
MD Financial Management Gestion financière MD April 2014 - Present
TD Wealth February 2011 - April 2014
HSBC Private Bank March 2007 - February 2011
HSBC January 2005 - March 2007
RBC Global Private Banking May 2003 - December 2004
Skills
Estate Planning, Asset Management, Private Banking, Investment Strategies, Financial Planning, High Net Worth..., Private Wealth..., Alternative Investments, Succession Planning, Portfolio Management, Retirement Planning, Business Strategy, Wealth Management..., Asset Managment, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Analysis, Equities, Fixed Income, Investments, Risk Management, Due Diligence, Mutual Funds, Securities, Financial Risk, Investment Management, Financial Services, Wealth, Asset Allocation, Hedge Funds, Relationship Management, Banking, AML, Private Equity, Credit, Structured Products, Financial Markets, Bonds, Investment Banking, Pensions, Derivatives, Trading, Capital Markets, Emerging Markets, Loans, Financial Structuring, Mortgage Lending, Commercial Banking
Education
Carleton University 1991 — 1995
BA (Hons)
Igor Gurski Igor Gurski's HSBC Private Bank Experience May 2015 - Present
Job Senior Business Analyst
Industry Information Technology and Services
Experience
HSBC Private Bank May 2015 - Present
HSBC Global Technology Brazil March 2011 - May 2015
Freelancer January 2008 - March 2011
Macrofértil Ind. e Com. de Fert. Ltda November 2008 - February 2011
Complexo SoloPlanta April 2010 - June 2010
Moinhos e Negócios October 2009 - December 2009
KM&M Engenharia de Sistemas August 2008 - October 2008
Evidência Turismo August 2007 - December 2007
Prefeitura Municipal de Ponta Grossa April 2006 - December 2006
Skills
Support the payment..., Support 24 X 7 on call, Support all the GPS..., Data extraction using..., XHTML, MySQL, CSS, HTML, Windows, Oracle, PostgreSQL, SQL, JavaScript, Unix, jQuery, PHP, Linux, Software Development, AJAX, JQuery
Education
2004 — 2008
Engenheiro de Computação, Engenharia de Computação
Faculdade União
Pós-Graduação em Desenvolvimento Web, desenvolvimento web, Não concluída
HSBC Private Bank May 2015 - Present
HSBC Global Technology Brazil March 2011 - May 2015
Freelancer January 2008 - March 2011
Macrofértil Ind. e Com. de Fert. Ltda November 2008 - February 2011
Complexo SoloPlanta April 2010 - June 2010
Moinhos e Negócios October 2009 - December 2009
KM&M Engenharia de Sistemas August 2008 - October 2008
Evidência Turismo August 2007 - December 2007
Prefeitura Municipal de Ponta Grossa April 2006 - December 2006
Skills
Support the payment..., Support 24 X 7 on call, Support all the GPS..., Data extraction using..., XHTML, MySQL, CSS, HTML, Windows, Oracle, PostgreSQL, SQL, JavaScript, Unix, jQuery, PHP, Linux, Software Development, AJAX, JQuery
Education
2004 — 2008
Engenheiro de Computação, Engenharia de Computação
Faculdade União
Pós-Graduação em Desenvolvimento Web, desenvolvimento web, Não concluída
Myroslava Senkiv Myroslava Senkiv's HSBC Private Bank Experience February 2012 - May 2012
Job Assistant Branch Manager at First Niagara Bank / MBA Candidate at Canisius College Buffalo, NY
Industry Banking
Experience
First Niagara Bank April 2015 - Present
International Institute of Buffalo August 2011 - Present
First Niagara Bank 2012 - April 2015
HSBC Private Bank February 2012 - May 2012
HSBC Private Bank July 2011 - February 2012
Fulbright Program in Ukraine February 2010 - December 2010
HSBC August 2007 - August 2008
Skills
Research, International Business, Banking, Teaching, Microsoft Office, intrepretation, Outstanding Customer..., Fluent in Ukrainian, Fluent in Russian, Highly proficient in..., French, Economics, Analysis, English, Finance, Customer Service, Credit, Social Media, Leadership, Business Strategy, Sales
Education
Canisius College 2014 — 2016
Master of Business Administration (M.B.A.)
2009 — 2009
Theory of Political Science
Universiteit Antwerpen 2009 — 2009
Bachelor of Science, European Management
2008 — 2009
Bachelor, European Management
2008 — 2009
European Management, European Management
Canisius College 2005 — 2009
Bachelor of Science, International Business
2007 — 2007
International Business
First Niagara Bank April 2015 - Present
International Institute of Buffalo August 2011 - Present
First Niagara Bank 2012 - April 2015
HSBC Private Bank February 2012 - May 2012
HSBC Private Bank July 2011 - February 2012
Fulbright Program in Ukraine February 2010 - December 2010
HSBC August 2007 - August 2008
Skills
Research, International Business, Banking, Teaching, Microsoft Office, intrepretation, Outstanding Customer..., Fluent in Ukrainian, Fluent in Russian, Highly proficient in..., French, Economics, Analysis, English, Finance, Customer Service, Credit, Social Media, Leadership, Business Strategy, Sales
Education
Canisius College 2014 — 2016
Master of Business Administration (M.B.A.)
2009 — 2009
Theory of Political Science
Universiteit Antwerpen 2009 — 2009
Bachelor of Science, European Management
2008 — 2009
Bachelor, European Management
2008 — 2009
European Management, European Management
Canisius College 2005 — 2009
Bachelor of Science, International Business
2007 — 2007
International Business
James Berman James Berman's HSBC Private Bank Experience October 1999 - August 2004
Job VP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Larsen & Toubro Infotech November 2009 - February 2010
Citi August 2004 - December 2009
HSBC Private Bank October 1999 - August 2004
Credit Suisse First Boston September 1998 - April 1999
Republic National Bank October 1996 - September 1998
Colgate-Palmolive June 1995 - August 1996
Skills
Fixed Income, Sybase, Investment Banking, Trading Systems, Software Project..., Project Management, SDLC, Requirements Analysis, Business Analysis, SQL, Market Data, Derivatives, Requirements Gathering, User Acceptance Testing, Electronic Trading, Equity Derivatives
Education
City University of New York-Brooklyn College 1991 — 1996
B.S., Computer Science
High School #33, Kiev
Barclays Capital February 2010 - Present
Larsen & Toubro Infotech November 2009 - February 2010
Citi August 2004 - December 2009
HSBC Private Bank October 1999 - August 2004
Credit Suisse First Boston September 1998 - April 1999
Republic National Bank October 1996 - September 1998
Colgate-Palmolive June 1995 - August 1996
Skills
Fixed Income, Sybase, Investment Banking, Trading Systems, Software Project..., Project Management, SDLC, Requirements Analysis, Business Analysis, SQL, Market Data, Derivatives, Requirements Gathering, User Acceptance Testing, Electronic Trading, Equity Derivatives
Education
City University of New York-Brooklyn College 1991 — 1996
B.S., Computer Science
High School #33, Kiev
Colette Fremont-Goly's HSBC Private Bank Experience June 1989 - October 1999
Job Special Education Leads at Bronx Writing Academy
Industry Education Management
Experience
The Bronx Writing Academy September 2013 - Present
Bronx Writing Academy September 2013 - Present
HSBC Private Bank June 1989 - October 1999
Skills
Education, Computer information..., Curriculum Development, Classroom, Lesson Planning, Educational Technology, K-12, Teaching, Classroom Management, Literacy, Education Policy, Differentiated..., Higher Education, Community Outreach, Program Development, Instructional Design, Learning Disabilities, Grant Writing, Program Evaluation, Behavior Management, Public Speaking
Education
Touro College 2013 — 2015
Master of School Leadership, Education School Leadership
Touro College 2010 — 2012
Master of Education (M.Ed.), Special Education and Teaching, 1-6
Baruch College, City University of New York (CUNY) 1982 — 1985
Bachelor's degree, Computer and Information Systems Security/Information Assurance
City University of New York-Hunter College 1980 — 1981
Liberal arts, Liberal Arts and Sciences/Liberal Studies
The Bronx Writing Academy September 2013 - Present
Bronx Writing Academy September 2013 - Present
HSBC Private Bank June 1989 - October 1999
Skills
Education, Computer information..., Curriculum Development, Classroom, Lesson Planning, Educational Technology, K-12, Teaching, Classroom Management, Literacy, Education Policy, Differentiated..., Higher Education, Community Outreach, Program Development, Instructional Design, Learning Disabilities, Grant Writing, Program Evaluation, Behavior Management, Public Speaking
Education
Touro College 2013 — 2015
Master of School Leadership, Education School Leadership
Touro College 2010 — 2012
Master of Education (M.Ed.), Special Education and Teaching, 1-6
Baruch College, City University of New York (CUNY) 1982 — 1985
Bachelor's degree, Computer and Information Systems Security/Information Assurance
City University of New York-Hunter College 1980 — 1981
Liberal arts, Liberal Arts and Sciences/Liberal Studies
Dario Magrone Dario Magrone's HSBC Private Bank Experience October 2008 - January 2015
Job Operations and Institutional Clients
Industry Financial Services
Experience
HSBC Private Bank October 2008 - January 2015
BIM Alternative (Banca Intermobiliare) July 2006 - September 2008
PFPC international (Currently Merged with Bank of NY) April 2003 - February 2006
State Street Bank & Trust Co. February 2001 - March 2003
Skills
Hedge Funds, Stock options, Produits dérivés, Fonds mutuel, Forex, Gestion des opérations, Back office, Middle-office, Assistance..., Activités..., Audit financier, Reporting financier, Investissements..., Net Asset Value..., Comptabilité financière
Education
Master en administration des affaires, Business accounting
HSBC Private Bank October 2008 - January 2015
BIM Alternative (Banca Intermobiliare) July 2006 - September 2008
PFPC international (Currently Merged with Bank of NY) April 2003 - February 2006
State Street Bank & Trust Co. February 2001 - March 2003
Skills
Hedge Funds, Stock options, Produits dérivés, Fonds mutuel, Forex, Gestion des opérations, Back office, Middle-office, Assistance..., Activités..., Audit financier, Reporting financier, Investissements..., Net Asset Value..., Comptabilité financière
Education
Master en administration des affaires, Business accounting
Mitko D, CAMS, ERMp, ECMs, CIPP/C's HSBC Private Bank Experience February 2009 - August 2009
Job Supplier Relationship Manager, Enterprise Records Management | RBC Enterprise & International Applications
Industry Banking
Experience
RBC August 2011 - Present
RBC August 2009 - August 2011
HSBC Private Bank February 2009 - August 2009
RBC December 2007 - January 2009
RBC Financial Group December 2006 - December 2007
RBC Financial Group January 2004 - December 2006
Skills
AML, Banking, Business Intelligence, Financial Risk, Business Analysis, Fraud, Coaching, Project Management, Analysis, Business Process, Financial Services, Risk Analysis, Credit, Due Diligence, Software Documentation, Business Requirements, Quality Assurance, Training, Internal Audit, Business Analytics, KYC, Management, Operational Risk, Fraud Investigations, Compliance, Business Relationship..., Finance, Records Management, Regulatory Reporting, Compliance Management, Document Management, Information Governance, Certified Information..., Data Privacy, Privacy Protection
Education
International Association of Privacy Professionals 2014 — 2015
Certified Information Privacy Professional / Canada
AIIM 2013 — 2014
Information Governance Certificate
AIIM 2011 — 2012
Enterprise Content Management Specialist
AIIM 2011 — 2011
Electronic Records Management (ERM) Certificate Program
ACAMS 2009 — 2009
Certificate
Institute of Canadian Bankers 2005 — 2006
IFIC
Centennial College
RBC August 2011 - Present
RBC August 2009 - August 2011
HSBC Private Bank February 2009 - August 2009
RBC December 2007 - January 2009
RBC Financial Group December 2006 - December 2007
RBC Financial Group January 2004 - December 2006
Skills
AML, Banking, Business Intelligence, Financial Risk, Business Analysis, Fraud, Coaching, Project Management, Analysis, Business Process, Financial Services, Risk Analysis, Credit, Due Diligence, Software Documentation, Business Requirements, Quality Assurance, Training, Internal Audit, Business Analytics, KYC, Management, Operational Risk, Fraud Investigations, Compliance, Business Relationship..., Finance, Records Management, Regulatory Reporting, Compliance Management, Document Management, Information Governance, Certified Information..., Data Privacy, Privacy Protection
Education
International Association of Privacy Professionals 2014 — 2015
Certified Information Privacy Professional / Canada
AIIM 2013 — 2014
Information Governance Certificate
AIIM 2011 — 2012
Enterprise Content Management Specialist
AIIM 2011 — 2011
Electronic Records Management (ERM) Certificate Program
ACAMS 2009 — 2009
Certificate
Institute of Canadian Bankers 2005 — 2006
IFIC
Centennial College
Samuel Kashani's HSBC Private Bank Experience April 2007 - September 2007
Job Founder/Owner at Luxury Imports Corp
Industry Luxury Goods & Jewelry
Experience
Luxury Imports Corp September 2012 - Present
Dave & Sam Fine Jewels November 2008 - June 2012
PricewaterhouseCoopers November 2007 - October 2008
HSBC Private Bank April 2007 - September 2007
BNP Paribas May 2006 - September 2006
Morgan Stanley October 2005 - May 2006
SOY Seforim Sale, Inc. 2003 - 2005
Citi June 2003 - August 2003
Skills
Talent Assessment, Talent Management, Organizational..., Leadership Development, Employee Engagement, Human Resources, Analysis, Program Management, Microsoft Office, Sales, Research
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
BS
Yeshiva University 2001 — 2005
Bachelor of Arts (B.A.)
Luxury Imports Corp September 2012 - Present
Dave & Sam Fine Jewels November 2008 - June 2012
PricewaterhouseCoopers November 2007 - October 2008
HSBC Private Bank April 2007 - September 2007
BNP Paribas May 2006 - September 2006
Morgan Stanley October 2005 - May 2006
SOY Seforim Sale, Inc. 2003 - 2005
Citi June 2003 - August 2003
Skills
Talent Assessment, Talent Management, Organizational..., Leadership Development, Employee Engagement, Human Resources, Analysis, Program Management, Microsoft Office, Sales, Research
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
BS
Yeshiva University 2001 — 2005
Bachelor of Arts (B.A.)
Jeremy Lam's HSBC Private Bank Experience January 2010 - April 2010
Job Vice President at Raymond James Financial, Inc.
Industry Banking
Experience
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Raymond James Financial, Inc. March 2014 - Present
JP Morgan Chase April 2010 - February 2014
HSBC Private Bank January 2010 - April 2010
GH Capital, LLC March 2008 - December 2009
JPMorgan October 2004 - 2008
JPMorgan Private Bank February 2001 - September 2004
Skills
Loans, Portfolio Management, Credit, Banking, Finance, Investment Banking, Loan Origination, Underwriting, Real Estate, Securities, Commercial Mortgages, Management, Analysis, Real Estate Development, Securitization, Asset Managment, Securities Lending, Strategic Planning, Commercial Lending, Asset Management
Education
Brigham Young University 1994 — 2000
Bachelor of Science, Business Management, Emphasis on International Finance
Brigham Young University
Bachelor of Science (B.S.), International Finance
Christy White's HSBC Private Bank Experience 2002 - 2004
Job Assistant Chief Litigation Counsel at US Securities and Exchange Commission
Industry Law Practice
Experience
US Securities and Exchange Commission November 2012 - Present
Whiteford, Taylor & Preston September 2007 - November 2012
City of Baltimore May 2005 - November 2006
HSBC Private Bank 2002 - 2004
Skills
Litigation, Corporate Law, Civil Litigation, Legal Research, Trials, Legal Writing, Securities, Strategic Planning, Commercial Litigation
Education
American University Washington College of Law 2004 — 2007
Loyola University Maryland 1999 — 2003
BA, Finance
US Securities and Exchange Commission November 2012 - Present
Whiteford, Taylor & Preston September 2007 - November 2012
City of Baltimore May 2005 - November 2006
HSBC Private Bank 2002 - 2004
Skills
Litigation, Corporate Law, Civil Litigation, Legal Research, Trials, Legal Writing, Securities, Strategic Planning, Commercial Litigation
Education
American University Washington College of Law 2004 — 2007
Loyola University Maryland 1999 — 2003
BA, Finance
Dean Timpone's HSBC Private Bank Experience July 2003 - October 2004
Job Director at Barclays
Industry Banking
Experience
Barclays Investment Bank July 2011 - Present
MUFG Americas October 2008 - July 2011
Dresdner Kleinwort April 2008 - October 2008
Morgan Stanley November 2004 - April 2008
HSBC Private Bank July 2003 - October 2004
Barclays Capital October 1996 - August 1998
Skills
Enterprise Risk..., Risk Management, Operational Risk..., Hedge Funds, Fixed Income, Derivatives, Banking, Market Risk, Investment Banking, Financial Modeling, Financial Services, Trading, Credit Risk, Alternative Investments, Operational Risk, Investments, Securities, Due Diligence, Trading Systems
Education
University of Wisconsin-Madison 2000 — 2003
Former Ph.D. candidate, MA, Political Science
Georgetown University 1998 — 2000
MA, Government
Boston University 1989 — 1993
BSBA, Finance
Regis High School 1985 — 1989
Barclays Investment Bank July 2011 - Present
MUFG Americas October 2008 - July 2011
Dresdner Kleinwort April 2008 - October 2008
Morgan Stanley November 2004 - April 2008
HSBC Private Bank July 2003 - October 2004
Barclays Capital October 1996 - August 1998
Skills
Enterprise Risk..., Risk Management, Operational Risk..., Hedge Funds, Fixed Income, Derivatives, Banking, Market Risk, Investment Banking, Financial Modeling, Financial Services, Trading, Credit Risk, Alternative Investments, Operational Risk, Investments, Securities, Due Diligence, Trading Systems
Education
University of Wisconsin-Madison 2000 — 2003
Former Ph.D. candidate, MA, Political Science
Georgetown University 1998 — 2000
MA, Government
Boston University 1989 — 1993
BSBA, Finance
Regis High School 1985 — 1989
Brian Blackerby's HSBC Private Bank Experience January 2015 - Present
Job Chief of Staff Business Management at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank January 2015 - Present
HSBC June 2011 - Present
HSBC Private Bank November 2012 - January 2015
Institute of International Finance December 2010 - July 2011
Meltwater Group March 2010 - August 2010
Providence Bay Fish Company April 2004 - July 2006
Grupo Ixchel February 2003 - June 2003
Skills
Strategy, Management, Entrepreneurship, Business Planning, Analysis, Financial Modeling, Project Planning, Account Management, Budgets, Sales, Spanish, Operations Management, International..., Business Strategy, Nonprofits
Education
Boston University Questrom School of Business 2007 — 2009
MBA, International Management, Finance
University of Richmond 1998 — 2002
BA, International Economics, Spanish
University of Valencia 2000 — 2000
Spanish
HSBC Private Bank January 2015 - Present
HSBC June 2011 - Present
HSBC Private Bank November 2012 - January 2015
Institute of International Finance December 2010 - July 2011
Meltwater Group March 2010 - August 2010
Providence Bay Fish Company April 2004 - July 2006
Grupo Ixchel February 2003 - June 2003
Skills
Strategy, Management, Entrepreneurship, Business Planning, Analysis, Financial Modeling, Project Planning, Account Management, Budgets, Sales, Spanish, Operations Management, International..., Business Strategy, Nonprofits
Education
Boston University Questrom School of Business 2007 — 2009
MBA, International Management, Finance
University of Richmond 1998 — 2002
BA, International Economics, Spanish
University of Valencia 2000 — 2000
Spanish
Mireya D'Angelo's HSBC Private Bank Experience April 2002 - September 2005
Job Founder and President, Link Strategies LLC
Industry Management Consulting
Experience
Link Strategies, LLC October 2005 - Present
SoulCycle September 2010 - Present
ALKeMi LLC April 2009 - January 2012
C. Wonder 2011 - 2012
HSBC Private Bank April 2002 - September 2005
New York State Banking Department February 1998 - April 2002
New York County District Attorney's Office September 1991 - February 1998
Skills
Due Diligence, Corporate Governance, Private Investigations, Policy, Internal Investigations, Litigation, Strategic Planning, Public Speaking, KYC, Criminal Law, AML, Business Strategy, Venture Capital, Private Equity, Business Process..., Strategic Partnerships, Risk Management, Start-ups, Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1991
JD, Law
Williams College 1981 — 1985
Bachelor of Arts (BA), Art History and Biology
Link Strategies, LLC October 2005 - Present
SoulCycle September 2010 - Present
ALKeMi LLC April 2009 - January 2012
C. Wonder 2011 - 2012
HSBC Private Bank April 2002 - September 2005
New York State Banking Department February 1998 - April 2002
New York County District Attorney's Office September 1991 - February 1998
Skills
Due Diligence, Corporate Governance, Private Investigations, Policy, Internal Investigations, Litigation, Strategic Planning, Public Speaking, KYC, Criminal Law, AML, Business Strategy, Venture Capital, Private Equity, Business Process..., Strategic Partnerships, Risk Management, Start-ups, Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1991
JD, Law
Williams College 1981 — 1985
Bachelor of Arts (BA), Art History and Biology
Allisen Graves's HSBC Private Bank Experience February 2007 - Present
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2007 - Present
Citigroup Private Bank July 2004 - February 2007
Smith Barney February 2001 - July 2004
Merrill Lynch April 1999 - February 2001
Smith Barney May 1998 - April 1999
Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
HSBC Private Bank February 2007 - Present
Citigroup Private Bank July 2004 - February 2007
Smith Barney February 2001 - July 2004
Merrill Lynch April 1999 - February 2001
Smith Barney May 1998 - April 1999
Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
Beatriz Betancourt's HSBC Private Bank Experience July 2012 - Present
Job Change Delivery Manager at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank July 2012 - Present
Bank of America November 2010 - December 2011
Bank of America March 2009 - November 2010
Bank of America January 2008 - January 2009
Mattel November 2006 - January 2008
Mattel March 2004 - November 2006
Mattel August 2002 - March 2004
GE Healthcare April 2001 - March 2002
GE Healthcare February 1999 - April 2001
Sandvik April 1998 - December 1998
Skills
Process Improvement, Six Sigma, Management, Business Strategy, Project Management, Integration, Leadership, Program Management, Software Project..., Business Process..., Business Analysis, PMP, Portfolio Management, Change Management, PMO, ERP, Project Planning, Strategy, Governance, Project Portfolio..., Strategic Planning, Mergers & Acquisitions
Education
Bentley University 1990 — 1992
Master of Business Administration (MBA), International Business Concentration
Boston University 1982 — 1986
BS, Computer Engineering
HSBC Private Bank July 2012 - Present
Bank of America November 2010 - December 2011
Bank of America March 2009 - November 2010
Bank of America January 2008 - January 2009
Mattel November 2006 - January 2008
Mattel March 2004 - November 2006
Mattel August 2002 - March 2004
GE Healthcare April 2001 - March 2002
GE Healthcare February 1999 - April 2001
Sandvik April 1998 - December 1998
Skills
Process Improvement, Six Sigma, Management, Business Strategy, Project Management, Integration, Leadership, Program Management, Software Project..., Business Process..., Business Analysis, PMP, Portfolio Management, Change Management, PMO, ERP, Project Planning, Strategy, Governance, Project Portfolio..., Strategic Planning, Mergers & Acquisitions
Education
Bentley University 1990 — 1992
Master of Business Administration (MBA), International Business Concentration
Boston University 1982 — 1986
BS, Computer Engineering
Alvaro Sarmiento's HSBC Private Bank Experience September 2013 - Present
Job Business Manager VP
Industry Financial Services
Experience
HSBC Private Bank September 2013 - Present
Lloyds TSB International Private Banking September 2010 - September 2013
Caja Madrid June 2010 - July 2010
Central American Bank for Economic Integration March 2007 - February 2010
Citibank (Banamex USA) June 2006 - January 2007
Citi August 2002 - July 2004
Skills
Risk Management, Business Analysis, Financial Analysis, Strategic Planning, Forecasting, Business Intelligence, Internal Controls, Financial Planning, Financial Control, Program Management, Strategic Financial..., Financial Audits, Financial Risk, Banking, Financial Modeling, Corporate Finance, Organizational..., Credit Risk, Derivatives, Finance, Analysis, Management, Portfolio Management, Credit, Project Finance, Business Planning, Auditing, Business Strategy, Asset Management, Operational Risk, Accounting, Financial Services, FX Options, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
MBA, Business Administration
Instituto Tecnológico y de Estudios Superiores de 2004 — 2006
MS, Finance
Universidad Católica de Honduras 'Nuestra Señora Reina de la Paz' 1998 — 2002
Bachelor, Finance
American School of Tegucigalpa 1984 — 1998
HSBC Private Bank September 2013 - Present
Lloyds TSB International Private Banking September 2010 - September 2013
Caja Madrid June 2010 - July 2010
Central American Bank for Economic Integration March 2007 - February 2010
Citibank (Banamex USA) June 2006 - January 2007
Citi August 2002 - July 2004
Skills
Risk Management, Business Analysis, Financial Analysis, Strategic Planning, Forecasting, Business Intelligence, Internal Controls, Financial Planning, Financial Control, Program Management, Strategic Financial..., Financial Audits, Financial Risk, Banking, Financial Modeling, Corporate Finance, Organizational..., Credit Risk, Derivatives, Finance, Analysis, Management, Portfolio Management, Credit, Project Finance, Business Planning, Auditing, Business Strategy, Asset Management, Operational Risk, Accounting, Financial Services, FX Options, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
MBA, Business Administration
Instituto Tecnológico y de Estudios Superiores de 2004 — 2006
MS, Finance
Universidad Católica de Honduras 'Nuestra Señora Reina de la Paz' 1998 — 2002
Bachelor, Finance
American School of Tegucigalpa 1984 — 1998
Beth Teague's HSBC Private Bank Experience September 1995 - October 1997
Job Mortgage Consultant
Industry Banking
Experience
Georgia Banking Company October 2009 - February 2011
Stockton Turner September 2007 - September 2009
Wachovia Bank October 1997 - July 1999
HSBC Private Bank September 1995 - October 1997
Education
Clemson University 1985 — 1989
Georgia Banking Company October 2009 - February 2011
Stockton Turner September 2007 - September 2009
Wachovia Bank October 1997 - July 1999
HSBC Private Bank September 1995 - October 1997
Education
Clemson University 1985 — 1989
Rick MacDuffie's HSBC Private Bank Experience 1997 - 1999
Job Sr. Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft September 1999 - September 2014
HSBC Private Bank 1997 - 1999
Allegany County ARC 1995 - 1997
Skills
Management, Business Process, Enterprise Software, Agile Methodologies, Scrum, Software Development, ERP, SDLC, Customer Service, Agile Project Management, Vendor Management, Cloud Computing, Product Management, Leadership, Software Project..., Program Management, Data Center, IT Strategy, SaaS, Enterprise Architecture, Human Resources, Supply Chain
Education
Alfred University 1991 — 1995
BA, Computer Science & Information Systems
Clarence Senior High 1988 — 1991
HS
Microsoft September 1999 - September 2014
HSBC Private Bank 1997 - 1999
Allegany County ARC 1995 - 1997
Skills
Management, Business Process, Enterprise Software, Agile Methodologies, Scrum, Software Development, ERP, SDLC, Customer Service, Agile Project Management, Vendor Management, Cloud Computing, Product Management, Leadership, Software Project..., Program Management, Data Center, IT Strategy, SaaS, Enterprise Architecture, Human Resources, Supply Chain
Education
Alfred University 1991 — 1995
BA, Computer Science & Information Systems
Clarence Senior High 1988 — 1991
HS
Christine Cronin's HSBC Private Bank Experience August 2005 - April 2007
Job PWM Specialist
Industry Financial Services
Experience
Credit Suisse Securities LLC April 2009 - Present
Credit Suisse Securities LLC April 2009 - Present
Goldman Sachs & Co. April 2007 - November 2008
HSBC Private Bank August 2005 - April 2007
Bank of America November 2003 - August 2005
Deutsche Bank July 1995 - November 2003
Clariden Asset Management July 1994 - July 1995
Security Capital Management June 1993 - July 1994
Education
Pace University 2000 — 2003
MBA, Investment Management
Bentley University 1989 — 1993
Credit Suisse Securities LLC April 2009 - Present
Credit Suisse Securities LLC April 2009 - Present
Goldman Sachs & Co. April 2007 - November 2008
HSBC Private Bank August 2005 - April 2007
Bank of America November 2003 - August 2005
Deutsche Bank July 1995 - November 2003
Clariden Asset Management July 1994 - July 1995
Security Capital Management June 1993 - July 1994
Education
Pace University 2000 — 2003
MBA, Investment Management
Bentley University 1989 — 1993
Marcel Pereira's HSBC Private Bank Experience February 2013 - April 2014
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank April 2014 - Present
HSBC Private Bank February 2013 - April 2014
Citi Private Bank August 2005 - February 2013
Skills
Series 7, Fixed Income, Private Banking, Portfolio Management, Equities, Banking, Financial Services, Wealth Management, Investments, Hedge Funds
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA)
Citi Private Bank April 2014 - Present
HSBC Private Bank February 2013 - April 2014
Citi Private Bank August 2005 - February 2013
Skills
Series 7, Fixed Income, Private Banking, Portfolio Management, Equities, Banking, Financial Services, Wealth Management, Investments, Hedge Funds
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA)
Rey Bueno's HSBC Private Bank Experience 2007 - 2009
Job TUE
Industry Banking
George P. Cafferty's HSBC Private Bank Experience June 2003 - Present
Job First Vice President & Director at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank June 2003 - Present
Federal Reserve Bank December 1976 - December 2002
Education
Bloomfield College 1972 — 1976
Banking
HSBC Private Bank June 2003 - Present
Federal Reserve Bank December 1976 - December 2002
Education
Bloomfield College 1972 — 1976
Banking
Predeporn Phuapradit's HSBC Private Bank Experience ManagerCitigroup Private BankJanuary 2004 - August 2007
Job Collateral Officer at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank ManagerCitigroup Private BankJanuary 2004 - August 2007
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance
Thomas Edison High School 1991 — 1995
High School Diploma, Medical Pharmaceutical
HSBC Private Bank ManagerCitigroup Private BankJanuary 2004 - August 2007
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance
Thomas Edison High School 1991 — 1995
High School Diploma, Medical Pharmaceutical
Diogo Colla Pereira, PMP's HSBC Private Bank Experience February 2006 - June 2006
Job PMO Lead at ExxonMobil
Industry Information Technology and Services
Experience
ExxonMobil September 2012 - Present
Global ExxonMobil Information Technology March 2007 - September 2012
Cinq Technologies 2006 - 2007
HSBC Private Bank February 2006 - June 2006
Mandriva 2005 - 2005
KM&M Systems Engineering April 2004 - December 2004
Skills
SQL Server, Linux, Windows, Programming, C++, Unix, Microsoft SQL Server, Oracle, Software Engineering, Windows Server, Software Development, Integration, .NET, SQL, PL/SQL, XML, MySQL, PHP, UML, PMP, ITIL, SAP, Databases, Systems Analysis, MS Project, Java, System Administration, TCP/IP, Servers, Project Management, PMO, PostgreSQL, Agile Project Management, Operating Systems, Quality Assurance, SharePoint, Shell Scripting, Bash, Scrum, Visual Basic, Microsoft Project
Education
The George Washington University - School of Business 2010 — 2011
Associate's degree, Information Technology Project Management
Universidade Estadual de Ponta Grossa 2001 — 2005
Bachelor of Engineering (B.Eng.), Computer Engineering, Computer Engineering
ExxonMobil September 2012 - Present
Global ExxonMobil Information Technology March 2007 - September 2012
Cinq Technologies 2006 - 2007
HSBC Private Bank February 2006 - June 2006
Mandriva 2005 - 2005
KM&M Systems Engineering April 2004 - December 2004
Skills
SQL Server, Linux, Windows, Programming, C++, Unix, Microsoft SQL Server, Oracle, Software Engineering, Windows Server, Software Development, Integration, .NET, SQL, PL/SQL, XML, MySQL, PHP, UML, PMP, ITIL, SAP, Databases, Systems Analysis, MS Project, Java, System Administration, TCP/IP, Servers, Project Management, PMO, PostgreSQL, Agile Project Management, Operating Systems, Quality Assurance, SharePoint, Shell Scripting, Bash, Scrum, Visual Basic, Microsoft Project
Education
The George Washington University - School of Business 2010 — 2011
Associate's degree, Information Technology Project Management
Universidade Estadual de Ponta Grossa 2001 — 2005
Bachelor of Engineering (B.Eng.), Computer Engineering, Computer Engineering
Ricardo Krulig's HSBC Private Bank Experience December 2014 - Present
Job at
Industry Financial Services
Experience
HSBC Private Bank December 2014 - Present
HSBC Private Bank September 2010 - Present
CV Advisors July 2009 - July 2011
Venezolano de Crédito August 2004 - July 2006
Venezolano de Crédito January 2003 - August 2004
Venezolano de Crédito June 2002 - October 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Universidad Metropolitana (VE) 1998 — 2003
Bachelor's degree, Business Administration and Management, General
HSBC Private Bank December 2014 - Present
HSBC Private Bank September 2010 - Present
CV Advisors July 2009 - July 2011
Venezolano de Crédito August 2004 - July 2006
Venezolano de Crédito January 2003 - August 2004
Venezolano de Crédito June 2002 - October 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Universidad Metropolitana (VE) 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Edward Kwofie's HSBC Private Bank Experience December 1997 - November 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
HSBC Private Bank December 1997 - November 2007
Scudder Investments May 1997 - December 1997
Education
Algonquin College of Applied Arts and Technology 1985 — 1986
HSBC Private Bank December 1997 - November 2007
Scudder Investments May 1997 - December 1997
Education
Algonquin College of Applied Arts and Technology 1985 — 1986
Warren Zhai's HSBC Private Bank Experience December 2003 - April 2005
Job MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Financial Services
Experience
Price Waterhouse Management Consultants June 2015 - Present
Goldman Sachs April 2008 - April 2014
Citi April 2005 - April 2008
HSBC Private Bank December 2003 - April 2005
Skills
Equities, Derivatives, Fixed Income, Business Analysis, Investment Banking, SQL, Financial Modeling, Management, Capital Markets, Trading Systems
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Organizational Behavior, International Business, Technology Management
University of Virginia 1998 — 2002
BA, Economics
NYU
Price Waterhouse Management Consultants June 2015 - Present
Goldman Sachs April 2008 - April 2014
Citi April 2005 - April 2008
HSBC Private Bank December 2003 - April 2005
Skills
Equities, Derivatives, Fixed Income, Business Analysis, Investment Banking, SQL, Financial Modeling, Management, Capital Markets, Trading Systems
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, Organizational Behavior, International Business, Technology Management
University of Virginia 1998 — 2002
BA, Economics
NYU
Mara (Bazarian) Derderian's HSBC Private Bank Experience April 1998 - October 2006
Job Lecturer at Bryant University
Industry Financial Services
Experience
Bryant University January 2009 - Present
Citi Private Bank September 2006 - May 2008
HSBC Private Bank April 1998 - October 2006
Education
Boston University 2001 — 2002
Certificate, Certified Financial Planning
Bentley University 1994 — 1998
MBA, Finance
Bryant University 1989 — 1993
BS, Finance
Bryant University January 2009 - Present
Citi Private Bank September 2006 - May 2008
HSBC Private Bank April 1998 - October 2006
Education
Boston University 2001 — 2002
Certificate, Certified Financial Planning
Bentley University 1994 — 1998
MBA, Finance
Bryant University 1989 — 1993
BS, Finance
Leandro Park's HSBC Private Bank Experience October 2004 - September 2008
Job Accountant at Jonathan Adler
Industry Accounting
Experience
Jonathan Adler May 2011 - Present
Hanii Y December 2009 - April 2011
FD Worldwide Merchandise Group September 2008 - January 2009
HSBC Private Bank October 2004 - September 2008
Education
Baruch College, City University of New York (CUNY)
Jonathan Adler May 2011 - Present
Hanii Y December 2009 - April 2011
FD Worldwide Merchandise Group September 2008 - January 2009
HSBC Private Bank October 2004 - September 2008
Education
Baruch College, City University of New York (CUNY)
Mary Kay Brezowski Young's HSBC Private Bank Experience October 2010 - 2012
Job Mentor/Tracker at Erie Community College
Industry Health, Wellness and Fitness
Experience
Erie Community College September 2002 - Present
HSBC Private Bank October 2010 - 2012
Synergy Advertising June 2008 - September 2008
Skills
Public Speaking, Event Management, Event Planning, Research, Time Management, Social Media, Microsoft Office, Creative Writing, Blogging, PowerPoint, Public Relations, Marketing Communications, Marketing, Advertising, Social Media Marketing, Microsoft Word, Teamwork, Microsoft Excel, Web Design, Teaching
Education
Canisius College 2005 — 2007
Masters, Eduaction
State University of New York College at Buffalo 2002 — 2005
BA, Health and Wellness
Erie Community College September 2002 - Present
HSBC Private Bank October 2010 - 2012
Synergy Advertising June 2008 - September 2008
Skills
Public Speaking, Event Management, Event Planning, Research, Time Management, Social Media, Microsoft Office, Creative Writing, Blogging, PowerPoint, Public Relations, Marketing Communications, Marketing, Advertising, Social Media Marketing, Microsoft Word, Teamwork, Microsoft Excel, Web Design, Teaching
Education
Canisius College 2005 — 2007
Masters, Eduaction
State University of New York College at Buffalo 2002 — 2005
BA, Health and Wellness
Michele Diane Mayer's HSBC Private Bank Experience 2000 - 2006
Job Vice President at Bridgeport Asset Management
Industry Investment Management
Experience
Bridgeport Asset Management Inc. August 2014 - Present
UBS Wealth Management January 2007 - June 2012
HSBC Private Bank 2000 - 2006
Skills
Series 7, Investment Banking, Hedge Funds, Banking, Financial Advisory, Credit, Risk Management, Credit Analysis, FINRA, Structured Products, Trading, Private Equity, Valuation, Options, Institutional..., Financial Institutions, Economics, Fixed Income, Management, Financial Markets, Equities, Asset Management, Portfolio Management, Capital Markets, Financial Services, Wealth Management, Investments, Corporate Finance, Asset Allocation, Emerging Markets, Private Banking, Securities, Derivatives, Investment Advisory, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
MBA, Finance, Investments
Lawrence University 1980 — 1984
BA, English, Spanish, Cum Laude
Sacred Heart of Mary 1976 — 1980
High School Diploma
Saint Viator High School 1976 — 1980
high School degree
Bridgeport Asset Management Inc. August 2014 - Present
UBS Wealth Management January 2007 - June 2012
HSBC Private Bank 2000 - 2006
Skills
Series 7, Investment Banking, Hedge Funds, Banking, Financial Advisory, Credit, Risk Management, Credit Analysis, FINRA, Structured Products, Trading, Private Equity, Valuation, Options, Institutional..., Financial Institutions, Economics, Fixed Income, Management, Financial Markets, Equities, Asset Management, Portfolio Management, Capital Markets, Financial Services, Wealth Management, Investments, Corporate Finance, Asset Allocation, Emerging Markets, Private Banking, Securities, Derivatives, Investment Advisory, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
MBA, Finance, Investments
Lawrence University 1980 — 1984
BA, English, Spanish, Cum Laude
Sacred Heart of Mary 1976 — 1980
High School Diploma
Saint Viator High School 1976 — 1980
high School degree
Diana Bacon's HSBC Private Bank Experience September 1976 - July 2003
Job ISR at Travelers
Industry Insurance
Experience
Travelers February 2004 - Present
HSBC Private Bank September 1976 - July 2003
Skills
Property & Casualty..., Insurance, Customer Service, Life Insurance, Microsoft Office, Outlook, Mentoring Of Staff, Help Desk Support, agency side by side..., customer premium...
Education
Columbia College 1995 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Onondaga Community College 1978 — 1995
Associate's degree, Business Administration and Management, General
Travelers February 2004 - Present
HSBC Private Bank September 1976 - July 2003
Skills
Property & Casualty..., Insurance, Customer Service, Life Insurance, Microsoft Office, Outlook, Mentoring Of Staff, Help Desk Support, agency side by side..., customer premium...
Education
Columbia College 1995 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Onondaga Community College 1978 — 1995
Associate's degree, Business Administration and Management, General
Eric Kanner's HSBC Private Bank Experience January 2006 - March 2009
Job Subcontracts Administrator at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation June 2009 - Present
HSBC Private Bank January 2006 - March 2009
Skills
Cross-functional Team...
Education
State University of New York at Stony Brook 2007 — 2009
MBA, Finance
Adelphi University 2001 — 2005
Bachelors, Marketing
Northrop Grumman Corporation June 2009 - Present
HSBC Private Bank January 2006 - March 2009
Skills
Cross-functional Team...
Education
State University of New York at Stony Brook 2007 — 2009
MBA, Finance
Adelphi University 2001 — 2005
Bachelors, Marketing
Nitin Malhotra's HSBC Private Bank Experience January 2014 - Present
Job Operations Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2014 - Present
Valley National Bank February 2013 - January 2014
Valley National Bank November 2011 - February 2013
Bank of America February 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Banking, Small Business Lending, Management, Credit, Underwriting, Modifications, Credit Analysis, PowerPoint, Photoshop, Social Media, Microsoft Word, Advertising, Illustrator, Social Media Marketing, Public Relations, Event Planning, Marketing Communications, Research, Loans, Commercial Lending, Deposits, Retail Banking, Mortgage Lending, Public Speaking, Branch Management, Cross Selling, Relationship Management, Retail, Financial Analysis, New Business Development, Commercial Banking, Loan Origination, Consumer Lending, Portfolio Management, Cash Management, Branch Banking, Credit Risk, Risk Management, Credit Cards, Financial Services, Mutual Funds, Financial Risk, Finance, AML, Corporate Finance, Insurance, Lines Of Credit
Education
Keller Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Current GPA 3.85
DeVry University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Sales, Distribution, and Marketing Operations, General
California State University-Northridge 2006 — 2007
Bachelor of Business Administration (B.B.A.), International Business
HSBC Private Bank January 2014 - Present
Valley National Bank February 2013 - January 2014
Valley National Bank November 2011 - February 2013
Bank of America February 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Banking, Small Business Lending, Management, Credit, Underwriting, Modifications, Credit Analysis, PowerPoint, Photoshop, Social Media, Microsoft Word, Advertising, Illustrator, Social Media Marketing, Public Relations, Event Planning, Marketing Communications, Research, Loans, Commercial Lending, Deposits, Retail Banking, Mortgage Lending, Public Speaking, Branch Management, Cross Selling, Relationship Management, Retail, Financial Analysis, New Business Development, Commercial Banking, Loan Origination, Consumer Lending, Portfolio Management, Cash Management, Branch Banking, Credit Risk, Risk Management, Credit Cards, Financial Services, Mutual Funds, Financial Risk, Finance, AML, Corporate Finance, Insurance, Lines Of Credit
Education
Keller Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Current GPA 3.85
DeVry University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Sales, Distribution, and Marketing Operations, General
California State University-Northridge 2006 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Ana Gavaketashvili's HSBC Private Bank Experience December 2010 - August 2011
Job Architecture student, Engineering drafter
Industry Architecture & Planning
Experience
Total Safety Consulting, LLC May 2015 - Present
Optimum Window Mfg. July 2012 - May 2015
H&M August 2010 - June 2012
HSBC Private Bank December 2010 - August 2011
Skills
Retail, Sales, Visual Merchandising, Customer Service, Customer Experience, Merchandising, Negotiation, Retail Sales, Social Media Marketing, Customer Satisfaction, Photoshop, Interior Design, AutoCAD, InDesign, Illustrator, Revit, SketchUp, Architectural Design, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
New York Institute of Technology 2011 — 2016
Bachelor of Architecture (B.Arch.), Architecture
Bellevue Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Transfer degree in Architecture
Ivane Javahišvilis Sakhelobis Tbilisis Sakhelmtsipo Universiteti 2004 — 2006
Commerce and Tourism
Total Safety Consulting, LLC May 2015 - Present
Optimum Window Mfg. July 2012 - May 2015
H&M August 2010 - June 2012
HSBC Private Bank December 2010 - August 2011
Skills
Retail, Sales, Visual Merchandising, Customer Service, Customer Experience, Merchandising, Negotiation, Retail Sales, Social Media Marketing, Customer Satisfaction, Photoshop, Interior Design, AutoCAD, InDesign, Illustrator, Revit, SketchUp, Architectural Design, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
New York Institute of Technology 2011 — 2016
Bachelor of Architecture (B.Arch.), Architecture
Bellevue Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Transfer degree in Architecture
Ivane Javahišvilis Sakhelobis Tbilisis Sakhelmtsipo Universiteti 2004 — 2006
Commerce and Tourism
Sebastien Beitz's HSBC Private Bank Experience March 2003 - November 2007
Job Vice President chez Credit Suisse Monaco
Industry Banking
Experience
Credit Suisse November 2007 - Present
Credit Suisse Monaco November 2007 - Present
HSBC Private Bank March 2003 - November 2007
Skills
Private Banking, Financial Markets, Fixed Income, Financial Analysis, Investment Advisory, Negotiation, French
Education
I.A.E Grenoble 2002 — 2003
Master Finance, Gestion de Patrimoine
Ecole supérieure de Gestion 2000 — 2002
Master, Finance de Marché
1996 — 2000
Master, Business Law
Franciscains
Credit Suisse November 2007 - Present
Credit Suisse Monaco November 2007 - Present
HSBC Private Bank March 2003 - November 2007
Skills
Private Banking, Financial Markets, Fixed Income, Financial Analysis, Investment Advisory, Negotiation, French
Education
I.A.E Grenoble 2002 — 2003
Master Finance, Gestion de Patrimoine
Ecole supérieure de Gestion 2000 — 2002
Master, Finance de Marché
1996 — 2000
Master, Business Law
Franciscains
John Shine's HSBC Private Bank Experience August 2004 - November 2014
Job Senior Vice President Financial Advisor at Trubee, Collins & Co., Inc.
Industry Investment Management
Experience
Trubee, Collins & Co., Inc. November 2014 - Present
HSBC Private Bank August 2004 - November 2014
Skills
Portfolio Management, Investments, Management, Banking, Risk Management, Wealth Management, Leadership, Equities, Hedge Funds, Asset Management, Credit, Financial Modeling, Financial Analysis
Education
SUNY at Buffalo 1990 — 1994
MBA, Finance
Canisius College 1984 — 1988
Bachelor of Arts (B.A.), Economics and History
Trubee, Collins & Co., Inc. November 2014 - Present
HSBC Private Bank August 2004 - November 2014
Skills
Portfolio Management, Investments, Management, Banking, Risk Management, Wealth Management, Leadership, Equities, Hedge Funds, Asset Management, Credit, Financial Modeling, Financial Analysis
Education
SUNY at Buffalo 1990 — 1994
MBA, Finance
Canisius College 1984 — 1988
Bachelor of Arts (B.A.), Economics and History
Dennis Duggan's HSBC Private Bank Experience March 2012 - Present
Job Managing Director & Americas Chief Administrative Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2012 - Present
HSBC Private Bank January 2008 - March 2012
HSBC Private Bank September 2006 - December 2007
UBS Wealth Management 1993 - 2006
Skills
Hold Series 7, Operations Management, Business Process..., Business Strategy, Wealth Management, Private Banking, Risk Management, Financial Services, Financial Risk, Operational Risk, AML, Securities, Back Office, KYC, Operational Risk..., Restructuring, Strategy, Anti Money Laundering, Banking, Management
Education
Adelphi University
MBA, International Business
HSBC Private Bank March 2012 - Present
HSBC Private Bank January 2008 - March 2012
HSBC Private Bank September 2006 - December 2007
UBS Wealth Management 1993 - 2006
Skills
Hold Series 7, Operations Management, Business Process..., Business Strategy, Wealth Management, Private Banking, Risk Management, Financial Services, Financial Risk, Operational Risk, AML, Securities, Back Office, KYC, Operational Risk..., Restructuring, Strategy, Anti Money Laundering, Banking, Management
Education
Adelphi University
MBA, International Business
Becky Humbert's HSBC Private Bank Experience October 2007 - October 2011
Job HSBC Bank
Industry Banking
Experience
HSBC September 2013 - Present
HSBC Private Bank October 2007 - October 2011
Pellegrini & Cristiano September 2002 - July 2006
Prairie January 1999 - January 2002
Skills
Marketing, Customer Service, Strategic Planning, Account Management, Management, Business Development, Marketing Strategy, Public Speaking, Event Planning, Negotiation, Social Media, New Business Development, Team Building, Project Management, Microsoft Office, Event Management
Education
Aurora University 1996 — 1997
Master of Science, Recreation Administration
Marquette University 1988 — 1992
Bachelor of Arts, Sociology
HSBC September 2013 - Present
HSBC Private Bank October 2007 - October 2011
Pellegrini & Cristiano September 2002 - July 2006
Prairie January 1999 - January 2002
Skills
Marketing, Customer Service, Strategic Planning, Account Management, Management, Business Development, Marketing Strategy, Public Speaking, Event Planning, Negotiation, Social Media, New Business Development, Team Building, Project Management, Microsoft Office, Event Management
Education
Aurora University 1996 — 1997
Master of Science, Recreation Administration
Marquette University 1988 — 1992
Bachelor of Arts, Sociology
Maria das Gracas Heneghan's HSBC Private Bank Experience April 2003 - July 2005
Job Senior Executive Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
Morgan Stanley March 2007 - January 2013
RBC July 2005 - March 2007
HSBC Private Bank April 2003 - July 2005
Concord Fabrics August 2001 - November 2002
Skills
Banking, Microsoft Excel, Investment Banking, Securities, Equities, Outlook, Fixed Income, Financial Services, Asset Management, Administrative..., Finance, Investments, Marketing, Customer Service, Spanish, Microsoft Office, Human Resources, Concur, Expense Management, Roadshows, Travel Planning, Meeting Planning, Spanish-English, Brazilian Portuguese, Microsoft Word, PowerPoint, Administrative...
Education
Baruch College 1996 — 2001
Bachelor's degree, International Marketing
Deutsche Bank September 2013 - Present
Morgan Stanley March 2007 - January 2013
RBC July 2005 - March 2007
HSBC Private Bank April 2003 - July 2005
Concord Fabrics August 2001 - November 2002
Skills
Banking, Microsoft Excel, Investment Banking, Securities, Equities, Outlook, Fixed Income, Financial Services, Asset Management, Administrative..., Finance, Investments, Marketing, Customer Service, Spanish, Microsoft Office, Human Resources, Concur, Expense Management, Roadshows, Travel Planning, Meeting Planning, Spanish-English, Brazilian Portuguese, Microsoft Word, PowerPoint, Administrative...
Education
Baruch College 1996 — 2001
Bachelor's degree, International Marketing
Eddie Mui's HSBC Private Bank Experience 2001 - 2002
Job Senior Business Analyst at HSBC
Industry Banking
Experience
HSBC 2013 - Present
HSBC Overseas Corp (DE) 2003 - 2013
HSBC Private Bank 2001 - 2002
HSBC.com 2000 - 2001
Republic National Bank/HSBC 1995 - 2000
Bankers Trust Company 1991 - 1995
Bankers Trust Company 1990 - 1991
Skills
Business Analysis, Financial Modeling, Portfolio Management, Banking, Financial Analysis, Investment Banking, Data Analysis, Risk Management, Financial Risk, Financial Reporting, Fixed Income, Financial Services
Education
City University of New York-Brooklyn College 1981 — 1985
Bachelor's Degree, Accounting and Computer and information Science
HSBC 2013 - Present
HSBC Overseas Corp (DE) 2003 - 2013
HSBC Private Bank 2001 - 2002
HSBC.com 2000 - 2001
Republic National Bank/HSBC 1995 - 2000
Bankers Trust Company 1991 - 1995
Bankers Trust Company 1990 - 1991
Skills
Business Analysis, Financial Modeling, Portfolio Management, Banking, Financial Analysis, Investment Banking, Data Analysis, Risk Management, Financial Risk, Financial Reporting, Fixed Income, Financial Services
Education
City University of New York-Brooklyn College 1981 — 1985
Bachelor's Degree, Accounting and Computer and information Science
Derek Prill's HSBC Private Bank Experience July 2010 - July 2012
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Cleantech Group August 2014 - March 2015
Cleantech Group November 2013 - August 2014
HSBC Private Bank July 2010 - July 2012
HSBC Private Bank January 2010 - May 2010
HSBC Private Bank June 2009 - December 2009
HSBC Private Bank October 2008 - May 2009
Skills
Relationship Management, Management, Emerging Markets, New Business Development, Bloomberg, Structured Products, Customer Service, KYC, Asset Management
Education
Amherst College
Bachelor of Arts (BA), Geology
Emergency Care Programs 2011 — 2011
Emergency Medical Technician - Basic
Lycée International de Saint-Germain-en-Laye
French Baccalaureate with International Option, Economique et Sociale, High Honors
J.P. Morgan June 2015 - Present
Cleantech Group August 2014 - March 2015
Cleantech Group November 2013 - August 2014
HSBC Private Bank July 2010 - July 2012
HSBC Private Bank January 2010 - May 2010
HSBC Private Bank June 2009 - December 2009
HSBC Private Bank October 2008 - May 2009
Skills
Relationship Management, Management, Emerging Markets, New Business Development, Bloomberg, Structured Products, Customer Service, KYC, Asset Management
Education
Amherst College
Bachelor of Arts (BA), Geology
Emergency Care Programs 2011 — 2011
Emergency Medical Technician - Basic
Lycée International de Saint-Germain-en-Laye
French Baccalaureate with International Option, Economique et Sociale, High Honors
Keziah Samuel's HSBC Private Bank Experience April 2010 - April 2011
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte September 2014 - Present
HSBC Private Bank April 2010 - April 2011
Morgan Stanley Smith Barney March 2009 - March 2010
Goldman Sachs June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Fixed Income, Asset Management, Project Management, Business Development, Strategic Planning, Management, Leadership, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Consulting, Business Leadership, and Business Analytics
Columbia University in the City of New York 2012 — 2013
Advanced Business Certificate, Business Management
Calvin College 2004 — 2008
Bachelor of Arts, Business, Economics, and Communications
Deloitte September 2014 - Present
HSBC Private Bank April 2010 - April 2011
Morgan Stanley Smith Barney March 2009 - March 2010
Goldman Sachs June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Fixed Income, Asset Management, Project Management, Business Development, Strategic Planning, Management, Leadership, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Consulting, Business Leadership, and Business Analytics
Columbia University in the City of New York 2012 — 2013
Advanced Business Certificate, Business Management
Calvin College 2004 — 2008
Bachelor of Arts, Business, Economics, and Communications
Gabriela Halder's HSBC Private Bank Experience 2009 - Present
Job SVP Head of US Private Bank FCC/AML Compliance at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC Private Bank 2009 - Present
Standard Chartered Bank 2005 - 2009
Banco Santander 1999 - 2005
Dresdner Bank AG 1988 - 1999
Skills
OFAC, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Risk, Operational Risk, Private Banking, Wealth Management, Banking, Enterprise Risk..., Securities, Internal Audit, Financial Services, Risk Management, Operational Risk..., Fraud, Strategic Negotiations, Critical Thinking, Leadership Development, Anti Money Laundering
Education
Barry University
Business Administration, Economics
HSBC Private Bank 2009 - Present
Standard Chartered Bank 2005 - 2009
Banco Santander 1999 - 2005
Dresdner Bank AG 1988 - 1999
Skills
OFAC, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Financial Risk, Operational Risk, Private Banking, Wealth Management, Banking, Enterprise Risk..., Securities, Internal Audit, Financial Services, Risk Management, Operational Risk..., Fraud, Strategic Negotiations, Critical Thinking, Leadership Development, Anti Money Laundering
Education
Barry University
Business Administration, Economics
Connie L Mayer's HSBC Private Bank Experience 1999 - 2002
Job Order Management Specialist West Palm Beach Showroom at Florida Builder Appliances
Industry Information Technology and Services
Experience
Florida Builder Appliances September 2013 - Present
dba Artful Solutions January 2003 - Present
HSBC Private Bank 1999 - 2002
Sotheby's 1997 - 1999
dba Artful Solutions 1992 - 1997
MFJ International 1990 - 1992
Bank of California 1984 - 1989
Bank of America 1981 - 1984
Crocker National Bank 1978 - 1981
Brandon Applied Systems 1974 - 1978
Skills
VSAM, ISPF, MVS, JCL, JES2, Fileaid, COBOL, TSO, Endevor, Testing, Analysis, Documentation, Programming, Requirements Analysis, Databases, Troubleshooting, Deployment, Installation, Integration, Software Installation, Planning, CA-Datacom/Ideal, Project Life Cycle, 4GL, Relational Databases, User Acceptance Testing, XML, DB2/SQL, CICS, Easytrieve, DB2, HTML, IBM Utilities, Syncsort, IBM Mainframe, OS/390, CLIST, SQL, Consultants, Project Planning, Systems Analysis, Production Support, Software Project..., z/OS, Disaster Recovery, Operating Systems
Education
City College of San Francisco 1979 — 1980
UC Berkeley Extension, SF 1978 — 1979
Florida Builder Appliances September 2013 - Present
dba Artful Solutions January 2003 - Present
HSBC Private Bank 1999 - 2002
Sotheby's 1997 - 1999
dba Artful Solutions 1992 - 1997
MFJ International 1990 - 1992
Bank of California 1984 - 1989
Bank of America 1981 - 1984
Crocker National Bank 1978 - 1981
Brandon Applied Systems 1974 - 1978
Skills
VSAM, ISPF, MVS, JCL, JES2, Fileaid, COBOL, TSO, Endevor, Testing, Analysis, Documentation, Programming, Requirements Analysis, Databases, Troubleshooting, Deployment, Installation, Integration, Software Installation, Planning, CA-Datacom/Ideal, Project Life Cycle, 4GL, Relational Databases, User Acceptance Testing, XML, DB2/SQL, CICS, Easytrieve, DB2, HTML, IBM Utilities, Syncsort, IBM Mainframe, OS/390, CLIST, SQL, Consultants, Project Planning, Systems Analysis, Production Support, Software Project..., z/OS, Disaster Recovery, Operating Systems
Education
City College of San Francisco 1979 — 1980
UC Berkeley Extension, SF 1978 — 1979
Gregory Otis's HSBC Private Bank Experience July 2002 - December 2009
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust December 2009 - Present
HSBC Private Bank July 2002 - December 2009
Education
Boston University School of Law 1986 — 1989
J.D.
Bates College 1981 — 1985
B.A.
US Trust December 2009 - Present
HSBC Private Bank July 2002 - December 2009
Education
Boston University School of Law 1986 — 1989
J.D.
Bates College 1981 — 1985
B.A.
Rodolfo Bessa, CFA's HSBC Private Bank Experience March 2009 - August 2015
Job Vice President at SANTANDER PRIVATE BANKING
Industry Banking
Experience
Santander Private Banking International September 2015 - Present
HSBC Private Bank March 2009 - August 2015
HSBC Private Bank October 2006 - February 2009
BNP Paribas July 2006 - September 2006
HSBC Securities June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Investments, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Leveraged Lending, Emerging Markets, Latin America, Wealth Management..., Wealth Management, Loans, Financial Markets, Risk Management, Investment Advisory, Private Banking, Financial Advisory, Hedge Funds, Equities, Alternative Investments, Finance, Banking, Bloomberg, Capital Markets, Investment Banking, Fixed Income
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Finance, Entrepreneurship
Santander Private Banking International September 2015 - Present
HSBC Private Bank March 2009 - August 2015
HSBC Private Bank October 2006 - February 2009
BNP Paribas July 2006 - September 2006
HSBC Securities June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Investments, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Leveraged Lending, Emerging Markets, Latin America, Wealth Management..., Wealth Management, Loans, Financial Markets, Risk Management, Investment Advisory, Private Banking, Financial Advisory, Hedge Funds, Equities, Alternative Investments, Finance, Banking, Bloomberg, Capital Markets, Investment Banking, Fixed Income
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Finance, Entrepreneurship
CLAUDIA MERISIO's HSBC Private Bank Experience December 2012 - December 2013
Job BSA / AML / Senior Investigator
Industry Financial Services
Experience
Mercantil Commercebank January 2015 - Present
Mercantil Commercebank September 2014 - December 2014
Sabadell United Bank January 2014 - September 2014
HSBC Private Bank December 2012 - December 2013
Lloyds TSB International Private Banking October 2012 - November 2012
InterTransfers, Inc. October 2010 - September 2012
Global Money Remittance, Inc. March 2004 - September 2012
KPMG Brasil August 1999 - March 2003
Skills
USA PATRIOT Act, U.S.C. Title 31 -..., Bank Secrecy Act, BSA Audit, Anti Money Laundering, Risk Assessment, KYC, OFAC / Sanctions Lists, Financial Services, Remittances, Financial Analysis, Internal Audit, Internal Controls, Due Diligence, Mergers and Acquisitions, International Business..., OFAC, Operational Risk
Education
Universidade Tuiuti do Paraná 1999 — 2001
Accounting and Finance
Unicuritiba (former Faculdade de Direito de Curitiba) 1992 — 1997
Law Degree, Law / International Law and Legal Studies
Mercantil Commercebank January 2015 - Present
Mercantil Commercebank September 2014 - December 2014
Sabadell United Bank January 2014 - September 2014
HSBC Private Bank December 2012 - December 2013
Lloyds TSB International Private Banking October 2012 - November 2012
InterTransfers, Inc. October 2010 - September 2012
Global Money Remittance, Inc. March 2004 - September 2012
KPMG Brasil August 1999 - March 2003
Skills
USA PATRIOT Act, U.S.C. Title 31 -..., Bank Secrecy Act, BSA Audit, Anti Money Laundering, Risk Assessment, KYC, OFAC / Sanctions Lists, Financial Services, Remittances, Financial Analysis, Internal Audit, Internal Controls, Due Diligence, Mergers and Acquisitions, International Business..., OFAC, Operational Risk
Education
Universidade Tuiuti do Paraná 1999 — 2001
Accounting and Finance
Unicuritiba (former Faculdade de Direito de Curitiba) 1992 — 1997
Law Degree, Law / International Law and Legal Studies
Amaresh Giddaluru's HSBC Private Bank Experience August 2010 - January 2012
Job Sr Consultant at The World Bank
Industry Information Technology and Services
Experience
The World Bank February 2012 - Present
HSBC Private Bank August 2010 - January 2012
Goldman Sachs December 2007 - July 2010
NYSE Euronext August 2004 - December 2007
Marlabs Inc January 2003 - August 2004
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Business Analysis, Oracle, Software Project...
Education
Symbiosis institute of Management Studies 2004 — 2006
MBA, Finance
Madras University 2001 — 2003
Masters, Information Technology
Acharya Nagarjuna University 1998 — 2001
BCA, Computer Applications
The World Bank February 2012 - Present
HSBC Private Bank August 2010 - January 2012
Goldman Sachs December 2007 - July 2010
NYSE Euronext August 2004 - December 2007
Marlabs Inc January 2003 - August 2004
Skills
SDLC, Requirements Analysis, Enterprise Architecture, Business Analysis, Oracle, Software Project...
Education
Symbiosis institute of Management Studies 2004 — 2006
MBA, Finance
Madras University 2001 — 2003
Masters, Information Technology
Acharya Nagarjuna University 1998 — 2001
BCA, Computer Applications
Araxie Nadjarian's HSBC Private Bank Experience June 2011 - May 2013
Job Assistant Vice President / Sales Associate at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking December 2014 - Present
HSBC Commercial Banking March 2014 - December 2014
BNY Mellon Wealth Management May 2013 - March 2014
HSBC Private Bank June 2011 - May 2013
Citi May 2005 - June 2011
Skills
Private Banking, Wealth Management, Investments, Series 63, Customer Service, Equities, KYC, Banking, Mutual Funds, Bloomberg, Microsoft Excel, Series 6, Law Firm Administration, Series 7, Portfolio Management
Education
California State University-Los Angeles
Bachelors
HSBC Commercial Banking December 2014 - Present
HSBC Commercial Banking March 2014 - December 2014
BNY Mellon Wealth Management May 2013 - March 2014
HSBC Private Bank June 2011 - May 2013
Citi May 2005 - June 2011
Skills
Private Banking, Wealth Management, Investments, Series 63, Customer Service, Equities, KYC, Banking, Mutual Funds, Bloomberg, Microsoft Excel, Series 6, Law Firm Administration, Series 7, Portfolio Management
Education
California State University-Los Angeles
Bachelors
Carlos Guillermo Otaola Perez's HSBC Private Bank Experience June 2007 - August 2007
Job Student at American University Kogod School of Business
Industry Financial Services
Experience
Multiplicas Investment Advisers January 2009 - July 2009
HSBC Private Bank June 2007 - August 2007
Merrill Lynch September 2004 - December 2004
Skills
Financial Analysis, Bloomberg Terminal, Financial Modeling, Hedge Funds, Emerging Markets, Investments
Education
American University 2010 — 2012
MS, Finance
American University - Kogod School of Business 2004 — 2008
BS, Finance
San Ignacio 1990 — 2002
Multiplicas Investment Advisers January 2009 - July 2009
HSBC Private Bank June 2007 - August 2007
Merrill Lynch September 2004 - December 2004
Skills
Financial Analysis, Bloomberg Terminal, Financial Modeling, Hedge Funds, Emerging Markets, Investments
Education
American University 2010 — 2012
MS, Finance
American University - Kogod School of Business 2004 — 2008
BS, Finance
San Ignacio 1990 — 2002
Henry Tam's HSBC Private Bank Experience July 2014 - Present
Job Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank July 2014 - Present
US Trust/Bank of America Private Wealth October 2009 - July 2014
Bank of America May 2007 - April 2009
US Trust, Bank of America Private Wealth July 2006 - May 2007
Bank of America February 2000 - July 2006
Skills
Private Banking, Wealth Management, Banking, Credit, Investments, Real Estate, Loans, Asset Management, Series 7, Mortgage Lending, Loan Origination, Relationship Management, Financial Services, Finance, Series 63, Wealth Management..., Credit Analysis, Financial Analysis, Financial Planning, Risk Management, Customer Service, Sales, Consumer Lending, Asset Allocation
Education
California State University-Northridge 2002 — 2005
Bachelors, Finance
HSBC Private Bank July 2014 - Present
US Trust/Bank of America Private Wealth October 2009 - July 2014
Bank of America May 2007 - April 2009
US Trust, Bank of America Private Wealth July 2006 - May 2007
Bank of America February 2000 - July 2006
Skills
Private Banking, Wealth Management, Banking, Credit, Investments, Real Estate, Loans, Asset Management, Series 7, Mortgage Lending, Loan Origination, Relationship Management, Financial Services, Finance, Series 63, Wealth Management..., Credit Analysis, Financial Analysis, Financial Planning, Risk Management, Customer Service, Sales, Consumer Lending, Asset Allocation
Education
California State University-Northridge 2002 — 2005
Bachelors, Finance
Joe Hage-Chahine's HSBC Private Bank Experience June 2010 - July 2010
Job Student at Babson College
Industry Financial Services
Experience
UBP Alternative Investments June 2011 - July 2011
HSBC Private Bank June 2010 - July 2010
HSBC Private Bank June 2009 - July 2009
Education
Babson College 2008 — 2012
Bachelor of Science, dual concentration in Finance and Economics
Lycee Francais de New York 2006 — 2008
College Louise Wegmann 1994 — 2006
UBP Alternative Investments June 2011 - July 2011
HSBC Private Bank June 2010 - July 2010
HSBC Private Bank June 2009 - July 2009
Education
Babson College 2008 — 2012
Bachelor of Science, dual concentration in Finance and Economics
Lycee Francais de New York 2006 — 2008
College Louise Wegmann 1994 — 2006
Emmanouil Pantelidis's HSBC Private Bank Experience July 2013 - Present
Job IT Professional
Industry Information Technology and Services
Experience
HSBC Private Bank July 2013 - Present
Kally Realty 2009 - 2012
Skills
SCCM, System Deployment, System Administration, Databases, Software Development, MySQL, SQL, Java, Management, JavaScript, Active Directory, Windows, Network Security, Database Design, Web Services
Education
City University of New York City College 2005 — 2009
BSc, Computer Science
HSBC Private Bank July 2013 - Present
Kally Realty 2009 - 2012
Skills
SCCM, System Deployment, System Administration, Databases, Software Development, MySQL, SQL, Java, Management, JavaScript, Active Directory, Windows, Network Security, Database Design, Web Services
Education
City University of New York City College 2005 — 2009
BSc, Computer Science
Mitch Palminteri's HSBC Private Bank Experience February 2014 - Present
Job Market Head U.S. International at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank February 2014 - Present
HSBC Private Bank June 2006 - February 2014
Citigroup Private Bank August 1989 - June 2006
Skills
Portfolio Management, Wealth Management, Private Banking, Banking, Credit, Loans
Education
City University of New York-Baruch College
Finance
HSBC Private Bank February 2014 - Present
HSBC Private Bank June 2006 - February 2014
Citigroup Private Bank August 1989 - June 2006
Skills
Portfolio Management, Wealth Management, Private Banking, Banking, Credit, Loans
Education
City University of New York-Baruch College
Finance
Preethi Sharma's HSBC Private Bank Experience March 2007 - June 2014
Job AVP at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank March 2007 - June 2014
Skills
Investments, Wealth Management, Finance, Retail Banking, Banking, Relationship Management, Term Life Insurance, end to end disbursement..., Personal Financial..., Wealth Management..., Asset Allocation, Sales Presentations, Customer Relations
Education
Christ College - Bangalore
Bachelor of Commerce (B.Com.), Business/Commerce, General
HSBC Private Bank March 2007 - June 2014
Skills
Investments, Wealth Management, Finance, Retail Banking, Banking, Relationship Management, Term Life Insurance, end to end disbursement..., Personal Financial..., Wealth Management..., Asset Allocation, Sales Presentations, Customer Relations
Education
Christ College - Bangalore
Bachelor of Commerce (B.Com.), Business/Commerce, General
Alexandra Reichenecker's HSBC Private Bank Experience March 2011 - May 2011
Job Gestionnaire en assurance
Industry Legal Services
Experience
Suisscourtage Assurance February 2015 - June 2015
SC Services February 2013 - February 2014
Cabinet d'avocat February 2012 - May 2012
Single Buoy Moorings June 2011 - December 2011
HSBC Private Bank March 2011 - May 2011
Michael Page International July 2010 - January 2011
Skills
Droit des affaires, Droits social, Corporate Law, Legal Advice, Intellectual Property, International Law, Corporate Governance, Contract Negotiation, Employment Law
Education
Université Paul Cézanne (Aix-Marseille III) 2009 — 2010
Master 2 Droit comparé spécialité droit des affaires, Droit des affaires
Suisscourtage Assurance February 2015 - June 2015
SC Services February 2013 - February 2014
Cabinet d'avocat February 2012 - May 2012
Single Buoy Moorings June 2011 - December 2011
HSBC Private Bank March 2011 - May 2011
Michael Page International July 2010 - January 2011
Skills
Droit des affaires, Droits social, Corporate Law, Legal Advice, Intellectual Property, International Law, Corporate Governance, Contract Negotiation, Employment Law
Education
Université Paul Cézanne (Aix-Marseille III) 2009 — 2010
Master 2 Droit comparé spécialité droit des affaires, Droit des affaires
Lauriane Grauss's HSBC Private Bank Experience July 2014 - Present
Job Compliance Officer
Industry Banking
Experience
HSBC Private Bank July 2014 - Present
Julius Baer January 2013 - October 2013
Compagnie Monégasque de Banque July 2011 - September 2011
Education
Université Paul Cézanne (Aix-Marseille III) 2011 — 2012
Master 2 Lutte contre la criminalité financière et organisée
Université Paul Cézanne (Aix-Marseille III) 2011 — 2012
DESU - Finance / Droit Pénal
Université Paul Cézanne (Aix-Marseille III) 2010 — 2011
Master 1 Droit patrimonial, Droit
Université de Nice-Sophia Antipolis 2006 — 2010
Licence Droit pivé général, Droit des affaires, Droit
HSBC Private Bank July 2014 - Present
Julius Baer January 2013 - October 2013
Compagnie Monégasque de Banque July 2011 - September 2011
Education
Université Paul Cézanne (Aix-Marseille III) 2011 — 2012
Master 2 Lutte contre la criminalité financière et organisée
Université Paul Cézanne (Aix-Marseille III) 2011 — 2012
DESU - Finance / Droit Pénal
Université Paul Cézanne (Aix-Marseille III) 2010 — 2011
Master 1 Droit patrimonial, Droit
Université de Nice-Sophia Antipolis 2006 — 2010
Licence Droit pivé général, Droit des affaires, Droit
Lisa Li's HSBC Private Bank Experience July 2012 - June 2014
Job Associate Trust Officer
Industry Legal Services
Experience
First Advisory Group July 2014 - August 2015
HSBC Private Bank July 2012 - June 2014
Barclays Wealth December 2011 - July 2012
HSBC Commercial Banking December 2009 - April 2011
HSBC September 2007 - December 2009
Skills
Private Banking, Estate Administration, Trust Management, Probate Services, Compliance, Wealth Management, Due Diligence, Investments, Management, Banking, Financial Services
Education
Society of Trust and Estate Practitioners
Certificate in International Trust Management
British Columbia Institute of Technology
School of Business, Human Resources Management
Capilano University
Applied Business Technology, Certificate of Administrative Fundamental, Honor Roll
Capilano University
Paralegal, Faculty of Business and Professional Studies
Simon Fraser University
Bachelor of Arts (B.A.), Psychology
First Advisory Group July 2014 - August 2015
HSBC Private Bank July 2012 - June 2014
Barclays Wealth December 2011 - July 2012
HSBC Commercial Banking December 2009 - April 2011
HSBC September 2007 - December 2009
Skills
Private Banking, Estate Administration, Trust Management, Probate Services, Compliance, Wealth Management, Due Diligence, Investments, Management, Banking, Financial Services
Education
Society of Trust and Estate Practitioners
Certificate in International Trust Management
British Columbia Institute of Technology
School of Business, Human Resources Management
Capilano University
Applied Business Technology, Certificate of Administrative Fundamental, Honor Roll
Capilano University
Paralegal, Faculty of Business and Professional Studies
Simon Fraser University
Bachelor of Arts (B.A.), Psychology
Fanny Acosta, CAMS's HSBC Private Bank Experience July 2013 - December 2013
Job BSA High Risk Investigator at Mercantil Commercebank
Industry Banking
Experience
Mercantil Commercebank July 2015 - Present
Sabadell United Bank December 2013 - July 2015
HSBC Private Bank July 2013 - December 2013
Santander Private Banking International July 2012 - July 2013
Standard Chartered Bank March 2009 - July 2012
American Express September 2007 - March 2009
Pacific National Bank April 2006 - September 2007
Remesas Costamar February 2004 - April 2006
Americana de Servicios February 2000 - February 2004
Skills
KYC, AML, OFAC, Financial Risk, Banking, Bank Secrecy Act, Anti Money Laundering, Due Diligence, Securities, Regulations, Operational Risk, Risk Management, FinCEN, USA PATRIOT Act, Financial Services, Sanction, Internal Audit, Fraud, Transaction Processing
Education
Universidad Católica de Colombia 1985 — 1988
Ingenieria Industrial
Mercantil Commercebank July 2015 - Present
Sabadell United Bank December 2013 - July 2015
HSBC Private Bank July 2013 - December 2013
Santander Private Banking International July 2012 - July 2013
Standard Chartered Bank March 2009 - July 2012
American Express September 2007 - March 2009
Pacific National Bank April 2006 - September 2007
Remesas Costamar February 2004 - April 2006
Americana de Servicios February 2000 - February 2004
Skills
KYC, AML, OFAC, Financial Risk, Banking, Bank Secrecy Act, Anti Money Laundering, Due Diligence, Securities, Regulations, Operational Risk, Risk Management, FinCEN, USA PATRIOT Act, Financial Services, Sanction, Internal Audit, Fraud, Transaction Processing
Education
Universidad Católica de Colombia 1985 — 1988
Ingenieria Industrial
Pam Sojda's HSBC Private Bank Experience September 1979 - May 1990
Job Milk quality Lab Tech at Offhaus Farms, Inc.
Industry Dairy
Experience
Offhaus Farms, Inc. December 1989 - Present
Noblehurst Farms November 1989 - June 1996
HSBC Private Bank September 1979 - May 1990
Skills
Food, Microsoft Office, Microsoft Excel, Project Management, Customer Service
Education
Alfred State College - SUNY College of Technology 1973 — 1975
Offhaus Farms, Inc. December 1989 - Present
Noblehurst Farms November 1989 - June 1996
HSBC Private Bank September 1979 - May 1990
Skills
Food, Microsoft Office, Microsoft Excel, Project Management, Customer Service
Education
Alfred State College - SUNY College of Technology 1973 — 1975
Leorenz Capili's HSBC Private Bank Experience February 2013 - Present
Job Assistant Vice President Relationship Officer at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank February 2013 - Present
Ernst & Young September 2011 - December 2012
Skills
AML, Equities, Bloomberg, KYC, Banking, Financial Risk, Private Banking, Portfolio Management, Financial Markets
Education
Baruch College 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
HSBC Private Bank February 2013 - Present
Ernst & Young September 2011 - December 2012
Skills
AML, Equities, Bloomberg, KYC, Banking, Financial Risk, Private Banking, Portfolio Management, Financial Markets
Education
Baruch College 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
Ana Grullon's HSBC Private Bank Experience May 2000 - September 2006
Job bookkeeper at Argo Real Estate
Industry Real Estate
Experience
Argo Real Estate May 2007 - Present
HSBC Private Bank May 2000 - September 2006
Skills
Bilingual, Client Service Oriented, Microsoft Excel, Microsoft Word, Access, PowerPoint, QuickBooks
Education
Borough of Manhattan Community College 2005 — 2008
Associate's degree, Accounting
Argo Real Estate May 2007 - Present
HSBC Private Bank May 2000 - September 2006
Skills
Bilingual, Client Service Oriented, Microsoft Excel, Microsoft Word, Access, PowerPoint, QuickBooks
Education
Borough of Manhattan Community College 2005 — 2008
Associate's degree, Accounting
Darlene Andrews's HSBC Private Bank Experience 2005 - 2012
Job Financial Services Professional, e.g., Compliance and Fraud Specialist
Industry Financial Services
Experience
HSBC Private Bank 2005 - 2012
Erie Community College 2004 - 2004
SEVENTY-EIGHT RESETORATION CORPORATION 2001 - 2003
Skills
Knowledge in both the..., Corporate University, Software Expertise:..., Taught University..., Fraud, Banking, Loss Mitigation, Fraud Detection, Financial Risk, Manage Complex Projects, Global Delivery, Business Analysis, Employee Benefits, Analysis, Process Improvement, Leadership
Education
Canisius College
Bachelor's degree, Psychology
State University of New York at Buffalo
Master's degree, Sociology
The Ohio State University
ABD Ph.D, Sociology
HSBC Private Bank 2005 - 2012
Erie Community College 2004 - 2004
SEVENTY-EIGHT RESETORATION CORPORATION 2001 - 2003
Skills
Knowledge in both the..., Corporate University, Software Expertise:..., Taught University..., Fraud, Banking, Loss Mitigation, Fraud Detection, Financial Risk, Manage Complex Projects, Global Delivery, Business Analysis, Employee Benefits, Analysis, Process Improvement, Leadership
Education
Canisius College
Bachelor's degree, Psychology
State University of New York at Buffalo
Master's degree, Sociology
The Ohio State University
ABD Ph.D, Sociology
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank