HSBC Retail Banking and Wealth Management
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HSBC Retail Banking and Wealth Management Employees
Moody's Analytics December 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Alltrust Insurance Company May 2013 - June 2013
HSBC Retail Banking and Wealth Management November 2011 - January 2012
Skills
Actuarial Science, Financial Modeling, Structured Finance, Residential MBS, Statistics, Data Analysis, R, SAS, SQL, VBA, Python, Microsoft Excel
Education
Cornell University 2013 — 2014
Master's degree, Statistics
Curtin University 2011 — 2012
Bachelor of Science (BS), Actuarial Science
Zhongnan University of Economics and Law 2008 — 2011
Bachelor of Science (BS), Computer and Information Sciences, General
HSBC Retail Banking and Wealth Management 2014 - Present
HSBC Retail Banking and Wealth Management 2011 - 2014
HSBC Retail Banking and Wealth Management 2010 - 2011
HSBC Retail Banking and Wealth Management 2005 - 2010
Skills
Team Leadership, Communication, Sales, Customer Service, Time Management, Cash Handling, Employee Rapport, Organizational...
Education
Hilbert College
Business Administration and Management, General
Southern Vermont College
Business Administration and Management, General
State University of New York College at Brockport
Business Administration and Management, General
Sallie Mae May 2014 - Present
North Windsor Consultancy January 2014 - April 2014
Vanguard September 2013 - January 2014
Drexel University February 2013 - June 2013
Drexel University September 2012 - June 2013
Covance September 2012 - December 2012
Bank of Communications Limited June 2012 - September 2012
HSBC Retail Banking and Wealth Management September 2010 - November 2010
Skills
Finance, Financial Analysis, Corporate Finance, Credit Analysis, Banking, SAS, Data Analysis, Data Mining, SQL, Databases, Microsoft Excel, Private Banking, Building Relationships, Quantitative Analytics, R, Valuation, Financial Modeling, Derivatives, Fixed Income, International Trade, Private Equity, Microsoft Office, Access, Solver, XLMiner, Eviews, SPSS, Leadership, Financial Risk, Bloomberg Terminal, Economics, Analysis, Unix, Unix Shell Scripting, VBA, Stress Testing, Project Management
Education
Drexel University 2011 — 2013
Master, Finance, 3.85
Shanghai Institute of Foreign Trade 2007 — 2011
Bachelor of Economics, International Economics and Trade, 3.76
Dr. David L. Anderson Middle School August 2014 - Present
International Tennis Academy & Club Med Golf Academy @ Sandpiper Bay Resort August 2013 - Present
B and A Flea Market 2012 - 2012
HSBC Retail Banking and Wealth Management April 2009 - July 2009
Wegmans Food Markets July 2004 - December 2008
HSBC Mortgage June 2007 - August 2007
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Critical Thinking, Time Management, Algebra, Geometry, American History, Political Science, Microeconomics, Macroeconomics, Ancient History, Business Planning, Team Building, Teamwork, Financial Accounting, Cost Accounting, Investments
Education
Indian River Community College 2013 — 2013
Education, 3.9
Canisius College 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
State University of New York College at Geneseo 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
St. Joseph's Collegiate Institute 2000 — 2004
High School
Mason Interactive January 2014 - July 2014
Mason Interactive February 2013 - January 2014
HSBC Retail Banking and Wealth Management September 2011 - February 2013
City College of New York June 2011 - September 2011
Skills
Social Media, SEO, Email Marketing, Advertising, Media Relations, Online Reputation..., Facebook Marketing, Teamwork, Public Relations, SEO Audits, SEO copywriting, SMO, Strategic Communications, Web Content Management, Facebook Fan Page..., Event Management, Event Planning, Public Speaking, Account Management, Microsoft Office, Microsoft Excel, Message Development, Microsoft Word, PowerPoint, Photoshop, Google Adwords, Social Media Marketing
Education
The City University of New York - The City College of New York 2009 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies, 3.2
Saint Francis Preparatory H.S.
HSBC Retail Banking and Wealth Management October 2013 - Present
SunTrust Bank January 2007 - October 2013
Colonial Brokerage February 2005 - December 2006
WM Group of Funds December 2000 - January 2005
Essex Corp January 2000 - December 2000
Bank of America March 1990 - December 1999
Skills
Financial Services, Investment Strategies, Finance, Debt Elimination, B2B Marketing, Team Management, Sales Management
Education
Florida Metropolitan University 1991 — 1995
Bachelor of Business Administration (BBA), Business/Finance
Key West High School 1984 — 1987
215- Life Health and Variable Annuity
FINRA 7 & 63
HSBC Retail Banking and Wealth Management February 2015 - Present
HSBC June 2012 - Present
Suffolk University September 2010 - May 2012
HSBC October 2009 - January 2010
Central South University Local Committee September 2008 - September 2009
Credit Suisse June 2009 - July 2009
Skills
VBA, SAS, Credit Risk, Forecasting, Banking, R, Statistics, Leadership, Data Analysis, Management, Financial Risk, SQL, Microsoft Excel, Analytics, Statistical Modeling
Education
Suffolk University 2010 — 2011
Ms, Financial Service and Banking
Central South University 2006 — 2010
BS, Finance
HSBC Retail Banking and Wealth Management February 2014 - April 2014
University of Toronto January 2013 - December 2013
China Construction Bank (Asia) Corporation Ltd. June 2013 - August 2013
Ministry of Government Services September 2012 - December 2012
Skills
MS Office Suites,..., Quantitative Research, Finance, Financial Reporting, Corporate Finance, Presentations, Academic Tutoring, Retail Banking, Investment Strategies
Education
Imperial College London 2014 — 2015
Master of Science (MSc), Finance, General
University of Toronto 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Vector Marketing August 2013 - Present
KU July 2012 - September 2014
HSBC Retail Banking and Wealth Management March 2009 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Higher Education, Educational Leadership, Direct Sales, Customer Support, Peer Mentoring, Social Skills, Public Speaking, Research, PowerPoint, Customer Service, Time Management, Training
Education
Kaplan University-Davenport Campus 2012 — 2014
Master of Science (M.S.), Higher Education/Higher Education Administration
State University of New York College at Buffalo 2005 — 2010
Bachelor of Science (B.S.), Social Work
HSBC Retail Banking and Wealth Management December 2014 - Present
7-Eleven May 2014 - August 2014
DealTicker.com August 2013 - November 2013
Skills
Microsoft Office, QuickBooks, Teamwork, Leadership, Microsoft Project, Social Media, Market Research, Microsoft Excel, MS Project, Microsoft Word, Time Management, PowerPoint, Research, Sales, Public Speaking
Education
Humber College 2013 — 2014
Global Business Management
Delhi University 2009 — 2012
B.Com.(Hons), Accounting and Finance
HSBC Global Banking and Markets March 2015 - Present
HSBC Global Banking and Markets April 2013 - February 2015
HSBC Global Banking and Markets April 2011 - March 2013
HSBC Retail Banking and Wealth Management October 2007 - March 2011
HSBC Retail Banking and Wealth Management September 2006 - September 2007
HSBC Retail Banking and Wealth Management September 2005 - September 2006
Skills
Credit, Financial Analysis, Credit Analysis, Commercial Banking, Banking, Valuation, Portfolio Management, Financial Modeling, Corporate Finance, Series 7, Commodity, Investments, Bloomberg, Loans, Finance, Cash Management, Capital Markets, Analysis, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MSc), Finance, General
Fordham University 2009 — 2011
M.A., Economics
St. Mary's University 2001 — 2005
B.A., Economics
Best Buy January 2014 - Present
Best Buy July 2014 - May 2015
HSBC Retail Banking and Wealth Management March 2011 - September 2011
DICK'S Sporting Goods November 2010 - February 2011
Redline Recovery Services, LLC May 2010 - November 2010
Lowe's Companies, Inc. August 2008 - September 2009
Tops Markets June 2005 - August 2008
Skills
Customer Service, Telephone Skills, Banking, Asset Protection, Inventory Management, Inventory Control, Retail, Loss Prevention, Cashiering, Credit Cards, Sales, Retail Sales, CCTV, Merchandising, Data Entry, Planograms, Shrinkage, Teamwork, Visual Merchandising, Cash Register, Store Operations, Inventory, POS, Critical Thinking, Call Centers, Microsoft Word, Profit, Big Box, Driving Results, Time Management, Inventory Analysis, Highly detail oriented, People Skills, Product Knowledge, Team-oriented, Close Attention to..., Clerical Skills, Physical Inventory, Dependable Team Player, Fast-paced, Customer Engagement, Customer Support, Surveillance, Physical Security, Always Punctual, Merchandise, Business Operations, People Development, Delegation, Conflict Resolution
Education
Erie Community College 2012 — 2012
Industrial Manufacturing, Industrial Technology/Technician, 2.75
Lockport High School 2000 — 2004
High School, General Studies, 3.75
HSBC Retail Banking and Wealth Management June 2015 - Present
HSBC June 2013 - June 2015
HSBC June 2011 - May 2013
HSBC June 2010 - May 2011
HSBC April 2010 - May 2010
HSBC March 2008 - April 2010
IIM Ahmedabad July 2003 - March 2008
FAO June 2002 - May 2003
Indian Institute of Management Ahmedabad September 2001 - May 2002
Skills
Scorecard Development, Forecasting, Survival Analysis, Logistic Regression, Segmentation, CHAID, Decision Trees, EAD, Balanced Scorecard, Predictive Analytics, Data Mining, Business Analytics, Data Analysis, Business Analysis, Team Management, Risk Analytics, Credit Risk, SAS programming, Analytics, Retail Banking, Predictive Modeling, Banking, Statistics, Market Research, Financial Risk, Portfolio Management, SAS, Analysis, Management, Financial Modeling, Strategy, Business Strategy, VBA, Credit Cards, Leadership, Risk Management, Credit
Education
Indian Institute of Management, Ahmedabad 2003 — 2008
FPM, Agriculture
Indian Veterinary Research Institute 1999 — 2001
M.V.Sc., Extension Education
Practicefirst June 2015 - Present
Fidelis Care March 2015 - June 2015
HSBC Retail Banking and Wealth Management August 2008 - October 2013
Bank of America November 2005 - August 2008
Skills
Medical Coding, ICD-9, ICD-10, CPT,..., Knowledge of..., HIPAA, Insurance & Billing, Organizational Skills..., Microsoft Word, Access,..., EMR, Medical Terminology, Team Building, PowerPoint, Microsoft Word, Healthcare
Education
Allen School-Phoenix 2013 — 2014
Certificate Program, Medical Insurance Billing and Coding
Erie Community College 2003 — 2005
Associate of Arts and Sciences (AAS), Business Administration
HSBC Retail Banking and Wealth Management February 2014 - Present
HSBC June 2013 - January 2014
HSBC October 2011 - May 2013
Groupe Sani-Tech May 2009 - September 2011
For Elementary & Secondary Schools September 2007 - June 2011
Skills
Leadership, Travail d'équipe, Finance, Management, Gestion de la trésorerie, Gestion de patrimoine, Planification de projets, Service client, Microsoft Office
Education
École des sciences de la gestion (ESG UQAM) 2007 — 2011
BAC,Certificat, Finance, Économie Internationale, 3.21 (BAC) / 3.96 (Cert.Finance)
Lycée St-Exupéry, Toulouse, France 2004 — 2007
Baccalauréat Français - French High School Diploma
HSBC Retail Banking and Wealth Management September 2014 - Present
Tata Consultancy Services September 2010 - June 2013
Skills
Java, MySQL, SQL, Hibernate, Spring, Oracle, Linux, Databases, JSP, C, PL/SQL, PHP, Integration, JSF, Access, Data Warehousing, J2EE Application..., J2EE Web Services, JPA, JavaScript, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, C++, phpMyAdmin, Windows, Siebel, Oracle SOA Suite, SoapUI, Tableau, SAS, ProDiscover, FTK, Unix Operating Systems, Solaris, Ubuntu, Web Applications, Cloud Computing, Visio, ArgoUML, Data Mining, Predictive Modeling, Predictive Analytics, Healthcare Information..., ETL, Marketing Strategy, MS Project, Project Management
Education
State University of New York at Buffalo 2013 — 2014
Master of Science (MS), Management Information Systems, General
Anna University 2006 — 2010
Bachelor of Engineering (BE), Electronics and Communication Engineering, 4.00
Michael Cohen Group September 2012 - June 2015
HSBC Retail Banking and Wealth Management May 2008 - July 2012
HSBC Retail Banking and Wealth Management May 2008 - July 2012
Skills
Research, PowerPoint, Microsoft Word, Office Administration
Education
City University of New York-Herbert H. Lehman College 2015 — 2018
Currently enrolled, Registered Nursing/Registered Nurse
HSBC Retail Banking and Wealth Management April 2014 - Present
Wells Fargo March 2013 - April 2014
Bank of America February 2011 - March 2013
Family Dentistry and Orthodontics May 2009 - February 2011
Skills
Photoshop, Photography, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Research, Graphic Design, Data Entry, Outlook, Financial Analysis, Banking
Education
Florida International University 2010 — 2015
Bachelor's degree, Accounting and Finance
HSBC Retail Banking and Wealth Management May 2015 - Present
HSBC March 2014 - Present
Citi September 2010 - February 2014
Citi July 2009 - September 2010
Citi July 2008 - July 2009
Skills
Series 63, Series 6, NYS Life, Finance, Credit, Portfolio Management, Investments, Mortgage Lending, People-oriented, Goal-oriented..., Interpersonal Skill, Reliable, Communication, Sales, Securities, Relationship Management, Loans, Retail Banking, Customer Service, Commercial Banking, Consumer Lending, Cross Selling, Banking, Credit Cards
Education
CUNY School of Professional Studies 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Borough of Manhattan Community College 2009 — 2010
Associate's degree, Business Administration and Management, General
HSBC Retail Banking and Wealth Management June 2014 - August 2014
Jim Rollo State Farm Agent November 2013 - April 2014
Vector Marketing September 2013 - November 2013
Alfred State October 2011 - February 2012
Skills
PowerPoint, Microsoft Word, Customer Service, Sales, Microsoft Office, Microsoft Excel, Social Media, Interpersonal Skill, Financial Economics, Teamwork, Time Management, Marketing, Financial Analysis, Highly Dedicated, Solidworks, AutoCAD, Microsoft PowerPoint
Education
Binghamton University 2013 — 2014
Bachelor of Science, Financial Economics, GPA 3.39
Rochester Institute of Technology 2012 — 2013
Mechanical Engineering/Mechanical Technology/Technician, 3.3
Alfred State College - SUNY College of Technology 2010 — 2012
Associate in Applied Science and Technology, Mechanical Engineering/Mechanical Technology/Technician, 3.56
HSBC Retail Banking and Wealth Management February 2014 - Present
Citi April 2012 - Present
HSBC Bank November 2009 - April 2012
HSBC November 2009 - August 2011
Bank USA November 2009 - August 2011
City Financial Group an Office of MetLife September 2007 - November 2009
City Financial Group an Office of MetLife September 2007 - November 2009
Professional Hair Salon June 2006 - May 2007
Professional Hair Salon June 2006 - May 2007
Doneger Group September 2003 - May 2006
Education
Fashion Institute of Technology 2002 — 2006
Bachelor of Science, Fashion Merchandising Management
Fashion Institute of Technology, State University of New York 2002 — 2006
Bachelor of Science, FMM
American University of Rome 2004 — 2004
American University of Rome
Fashion Institute of Technology, State University of New York
Bachelor of Science, Merchandising Management
HSBC Retail Banking and Wealth Management June 2015 - Present
HSBC Retail Banking and Wealth Management August 2014 - June 2015
HSBC April 2013 - August 2014
Skills
Financial Analysis, Financial Modeling, Mutual Funds, Bloomberg, Fixed Income, Microsoft Excel, Corporate Finance, Customer Service, Banking, PowerPoint
Education
Concordia University 2011 — 2014
Undergraduate, Finance
Vanier College 2008 — 2010
DEC, Commerce
HSBC May 2015 - Present
HSBC Retail Banking and Wealth Management April 2013 - Present
Sodexo January 2013 - April 2013
HSBC North America February 2011 - January 2013
HSBC North America April 2010 - February 2011
HSBC North America July 2008 - April 2010
HSBC North America January 2007 - July 2008
Toski, Schaefer & Co. PC Certified Public Accountants and Consultants 2006 - 2007
Sodexo USA 2000 - 2006
Scotiabank - Canada 1998 - 2000
Skills
Internal Audit, Internal Controls, General Compliance, Risk Assessment, Accounting, Financial Risk, Credit Risk, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley Act, Operational Risk, Operational Risk..., AML, Auditing, Banking, Finance
Education
University of Windsor 1995 — 1997
MBA, General Management
Manchester Business School 1992 — 1994
MSc, Management
The London School of Economics and Political Science (LSE) 1988 — 1991
BSc (Hons), Economics, Accounting and Finance
HSBC February 2004 - Present
HSBC Retail Banking and Wealth Management February 2004 - Present
Charter One Bank January 2001 - February 2004
Skills
Procedure Development, Process Improvement, Contact Centers, Internal Communications, Visio, Business Analysis, SharePoint, Technical Writing, Content Management, Project Management, Requirements Gathering, Technical Documentation, Banking, Requirements Analysis, Training, Relationship Management, Financial Analysis, Call Centers, Vendor Management, Customer Service, Financial Services, Risk Management
Education
American InterContinental University 2009 — 2010
MBA, Management
State University of New York College at Buffalo 1999 — 2003
BS, Computer Information Systems
HSBC Retail Banking and Wealth Management December 2013 - Present
Capital One February 2009 - November 2013
Inductis 2006 - 2008
Cognizant Technology Solutions 2005 - 2005
Motorola 2000 - 2004
Skills
Business Analytics, Analytics, SAS, Predictive Analytics, Statistical Modeling, Predictive Modeling, Regression, Segmentation, Customer Analytics, Credit Cards, Financial Modeling, Data Mining, Portfolio Management, Quantitative Analytics, Strategy, SAS programming, Teradata, Basel II, Business Analysis, Consulting, Analysis, Management, Management Consulting, Business Strategy
Education
Indian Institute of Management, Bangalore 2004 — 2006
MBA-PGP, Finance & Strategy
National Institute of Technology Karnataka 1996 — 2000
BE, Electronics & Communication
HSBC Retail Banking and Wealth Management October 2013 - Present
HSBC Retail Banking and Wealth Management December 2008 - October 2013
Skills
Mortgage Servicing, Team Leadership, PeopleSoft, Customer Experience, Call Center, Collections, Risk Assessment, Procedure Review, Data Analysis, Data Entry, Predictive Dialers, Avaya Communication..., LPS Desktop, Call Monitoring, Compliance, Bilingual, Team Building, Customer Service, Banking, Call Center Development, Policy Writing, Gap Analysis, Business Continuity, Technical Writing, Career Development, Project Management, Call Centers, Relationship Management, Business Analysis, Financial Services, Management, Financial Risk, Risk Management
Education
Keiser University-Ft Lauderdale 2010 — 2014
Bachelor's Degree, Interdisciplinary Studies- IT MGMT / HSA, 3.55
HSBC Retail Banking and Wealth Management Work from Home.Basicly a RetireeJune 2010 - Present
JP Morgan FCS June 1963 - Present
Skills
Management, Leadership, Customer Service, Training, PowerPoint, Outlook, people motivation, Process Improvement, Coaching
Education
Brooklyn College 1964 — 1968
Bachelor's degree, Physical Education Teaching and Coaching, 3.4
Lafayette High, Brooklyn community and Brooklyn College 1958 — 1966
Academic Diploma, BCC Assoociates in effective communications skills., Human Resources Management/Personnel Administration, General
Harvard University August 2015 - August 2015
Chongqing Kanghui Machinery Manufacture Co Ltd. August 2014 - May 2015
HSBC Retail Banking and Wealth Management October 2013 - July 2014
Chongqing Kanghui Machinery Manufacture Co Ltd. June 2012 - September 2012
University of Washington January 2012 - March 2012
University of Washington January 2012 - March 2012
CICC July 2011 - September 2011
China Merchants Bank August 2010 - September 2010
Skills
Statistics, PowerPoint, Analysis, Research, Economics, Mathematics, Investments, corporate finance..., Econometrics, Data Analysis, Macroeconomics, Microsoft Excel, Teamwork, Quantitative Analytics, English, Financial Accounting, Cost Accounting, Tax Accounting, Interpersonal..., Following Up, Follow-through Skills
Education
University of Washington 2009 — 2012
Bachelor of Science (B.S.), Economics, 3.71/4.0
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master's degree, Accounting, 3.78
Freddie Mac November 2014 - Present
HSBC Retail Banking and Wealth Management March 2013 - June 2013
Xinhu Zhongbao Co.,Ltd May 2012 - August 2012
Xiangcai Sec. May 2011 - August 2011
Skills
Languages: Chinese •..., Software: Matlab •..., Admissions, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Data Analysis, Finance, Management, Teamwork
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (M.S.), Finance
Case Western Reserve University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
HSBC Retail Banking and Wealth Management January 2015 - Present
The Coca-Cola Company August 2013 - January 2015
The Coca-Cola Company May 2010 - August 2013
Skills
Financial Analysis, Financial Statement..., Competitive Analysis, Operations Management, Forecasting, P&L, Trade Marketing, Key Account Development, Consumer Products, Marketing Strategy, Customer Insight, Brand Management, Sales Operations, Sales, Inventory Management, Key Account Management, Sales Management, Pricing, Microsoft Office, Microsoft Word
Education
Adelphi University 2009 — 2013
Bachelor of Science (BS), Finance
HSBC Retail Banking and Wealth Management September 2012 - Present
Alacriti Inc. September 2011 - Present
Bank of Tokyo-Mitsubishi UFJ September 2011 - August 2012
JPMorgan Chase February 2009 - July 2010
Citi December 2005 - October 2009
Citi Global services December 2005 - June 2007
Skills
Defect Tracking, Requirements..., Payment Systems, Testing, Test Cases, Quality Assurance, Quality Center, Global Payplus, Requirements Gathering, SDLC, Test Execution, Software Project..., Test Management, Business Analysis, Oracle, Process Improvement, Test Planning, QTP, Test Strategy, User Acceptance Testing, Requirements Analysis, Manual Testing, System Testing, Regression Testing, Software Quality..., Agile Methodologies, SWIFT payments, Business Requirements, SQL, Functional Testing, Unix, Management, HP Quality Center, Analysis, Team Management, Strategy
Education
Gemological Institute of America-New York 2012 — 2012
GIA Diamond Grading, Diamond Grading and identification
Harvard University 2011 — 2011
MBA, Systems Thinking
Hult International Business School, Boston/ Dubai/ London/ San Francisco/Shanghai 2010 — 2011
Master, Business Administration
SCSVMV 2001 — 2005
Bachelor of Engineering, Electronics and Communication Engineering
HSBC Retail Banking and Wealth Management 2015 - Present
Capital One May 2012 - May 2015
HSBC July 2012 - July 2012
Flushing Savings Bank May 2006 - November 2006
North Fork Bank March 2006 - June 2006
JPMorgan Chase July 2004 - February 2006
Prudential Financial September 2003 - June 2004
Full Pet Services September 1997 - September 2003
Monsanto September 1995 - September 1997
Array Development September 1988 - September 1995
Skills
sales, Negotiation, fishing, Hunting, Camping, Archery, Boating, Fishing, Sales, Mortgage Lending, Real Estate, New Business Development, Investments, Leadership, Strategy, Small Business, Entrepreneurship, Start-ups, Portfolio Management, Asset Management, Credit, Wealth Management, Risk Management, Loans, Marketing Strategy, Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
marketing, marketing
New York University - Polytechnic School of Engineering 1997 — 1998
computer science
Odessa National 'I.I. Mecnikov' University 1990 — 1995
Biochemistry, Biochemistry
school 119 1980 — 1990
Diploma, Chemistry
HSBC Retail Banking and Wealth Management June 2015 - Present
OfficeMax May 2014 - September 2014
Pesci's Pizza and Wings April 2011 - August 2014
Skills
PowerPoint, Corporate Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Social Media
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Economics-Finance
Copenhagen Business School 2015 — 2015
Clarence Senior High School 2008 — 2012
HSBC Retail Banking and Wealth Management February 2015 - Present
Bank of America April 2014 - February 2015
JP Morgan Chase & Co. January 2007 - March 2014
Merrill Lynch September 2006 - January 2007
Skills
Portfolio Management, Commercial Banking, Banking, Client Relations Skills, Financial Analysis, Asset Management, Revenue & Profit Growth, Business Development, Credit Analysis, Compliance, AML, KYC, NMLS Licensed, Sales Prospecting, Anti Money Laundering, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Teamwork, Bloomberg Terminal, Public Speaking, Sales Presentations, Social Media, Time Management, Financial Services, Investments
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Finance and Business Management
Fidelity Investments May 2015 - Present
T. Rowe Price October 2007 - May 2015
Wells Fargo Home Mortgage February 2005 - October 2007
HSBC Retail Banking and Wealth Management July 2003 - May 2004
Skills
Leadership, Loans, Investments, Financial Analysis, Finance, Business Analysis, Analysis, Portfolio Management, Coaching, Strategic Planning
Education
Colorado State University 1998 — 2002
Bachelor's degree, Communications
Colorado State University 1998 — 2002
Associate of Arts (AA), History
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
BlackRock April 2015 - Present
HSBC Retail Banking and Wealth Management June 2014 - April 2015
Discovery USA April 2014 - June 2014
UBS Investment Bank March 2013 - March 2014
Fox Associates, Inc. June 2012 - February 2013
St. George's Hospital September 2011 - December 2011
Skills
Social Media, Marketing, Public Relations, Sales, Customer Service, Event Planning, Facebook, Advertising, Social Networking, Corporate Communications, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Satisfaction, Time Management, Public Speaking, Event Management, Outlook, Strategic Planning
Education
Mountbatten Institute 2013 — 2014
Post Graduate, International Business
DePaul University 2010 — 2013
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, 3.7/4.0
University of Wisconsin-Madison 2009 — 2010
Megawell Capital-Private Equity Firm July 2014 - September 2014
London School of Economics September 2013 - July 2014
CreditEase August 2013 - October 2013
Maine Dartmouth Family Medicine June 2013 - August 2013
Office of Alumni Relations, Colby College June 2013 - June 2013
Colby College Mathematics and Statistics Department September 2012 - May 2013
HSBC Retail Banking and Wealth Management July 2012 - August 2012
Skills
Public Speaking, Public Relations, Problem Solving, Event Planning, Event Management, Research, Data Analysis
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics-Mathematics with a concentration in Financial Market
London School of Economics and Political Science 2013 — 2014
Bachelor of Arts (B.A.), Economics
Thornton Academy 2010 — 2011
Diploma
HSBC Securities (USA) Inc. December 2013 - Present
HSBC Retail Banking and Wealth Management April 2012 - Present
HSBC Retail Banking and Wealth Management July 2010 - April 2012
Skills
Series 6, Series 63, Life & Health Insurance..., Microsoft Office, Financial Analysis, Customer Service, Strategic Planning, Risk Management, Banking, Investments, Business Analysis, Series 7, Wealth Management, Relationship Management, Strategic Financial..., High Net Worth..., Portfolio Management, Retirement Planning, Retirement, Loans, Mutual Funds, Financial Services, Securities, Mortgage Lending, Retail Banking, Insurance, Asset Management, Life Insurance, Cross Selling, Wealth Management..., Bonds, Credit, Finance, Credit Analysis, Fixed Income, Commercial Banking, Commercial Lending, Private Banking, Financial Risk, Management
Education
Pace University - Lubin School of Business 2014 — 2015
Master of Science (M.S.), Finance
Fordham University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Xaverian High School 2001 — 2005
High School Diploma
HSBC Retail Banking and Wealth Management June 2013 - Present
HSBC Bank USA August 2012 - Present
HSBC Bank USA October 2004 - September 2012
Skills
Financial Risk, AML, KYC, Operational Risk, Banking, Customer Service, Retail Banking, Microsoft Office
Education
Bakersfield College 1972 — 1974
HSBC Retail Banking and Wealth Management July 2014 - Present
Citi 2012 - July 2014
Capital One Home Loans 2011 - 2012
Wells Fargo Home Mortgage 2009 - 2011
American Brokers Conduit 2003 - 2008
Lehman Brothers 1998 - 2003
Skills
Equities, Loans, CRM, Risk Management, New Business Development, Sales, Mortgage Banking, Sales Management, Derivatives, Mortgage Lending, Banking, Loan Origination, Training, Public Speaking, Analysis, Business Development, Trading, Financial Services, Financial Markets, Management, Account Management
Education
Hofstra University 1992 — 1998
Finance
HSBC Retail Banking and Wealth Management February 2014 - Present
HSBC Global Asset Management July 2011 - February 2014
HSBC Bank Canada May 2007 - July 2011
HSBC Asset Management 2005 - 2007
C.Com Consulting 2002 - 2005
Valoris 1998 - 2002
Racal Datacom 1996 - 1998
Skills
Cross-functional Team..., Complex Project..., Product Development, Marketing Communications, Management Consulting, Business Process..., E-business, Sustainability Strategy, Wealth Management, Project Management, Strategy, Analytics, Marketing, Marketing Strategy, Event Planning, RFP, Product Marketing, Media Planning, POS, Business Strategy, Business Planning, Internet Strategy, Email Marketing Software, B2B Marketing Strategy, Written & Oral..., Creative Problem Solving, Lateral Thinking, Market Research, Management, Sustainability, Product Management
Education
HEC Lausanne - School of Business 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance-Marketing
HEC Montréal 1993 — 1994
International Exchange Program
Collège de Bois-de-Boulogne 1991 — 1993
Diplome d'Etudess Collegiales, Administration
Collège Marie de France 1982 — 1991
The University of British Columbia
Lafayette College Career Services August 2015 - Present
Lafayette College August 2015 - Present
IRS Volunteer Income Tax Assistance (VITA) program February 2014 - Present
HSBC Retail Banking and Wealth Management June 2015 - August 2015
Cushman & Wakefield July 2014 - August 2014
LPL Financial January 2014 - January 2014
US Guide's You Can Do It Conference July 2013 - July 2013
Vietnam National Museum of History January 2013 - May 2013
Skills
Facebook, Research, Tax, Tax Preparation, Training, Accounting, Access, Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, Social Media, Microsoft Excel, PowerPoint
Education
Lafayette College 2013 — 2017
Bachelor of Arts (B.A.), Economics and Mathematics (Double major), 3.98
Hanoi Amsterdam High School for the gifted 2010 — 2013
Lincoln Financial Group August 2009 - Present
HSBC Retail Banking and Wealth Management October 2005 - August 2009
M&T Bank October 2001 - October 2005
United States Marine Corps Reserves June 1998 - July 2004
American Express May 2000 - October 2001
Skills
Series 7 securities..., CRPS designation, CRPC Designation, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 63, Series 7, Defined Benefit, FINRA, Financial Services, Wealth Management, Investments, Insurance, Financial Planning, Finance, Management
Education
Binghamton University - School of Management 2009 — 2011
Master of Science, Accounting, 3.7
Binghamton University - School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.7
Binghamton University 1997 — 2000
Bachelor of Arts (B.A.), Economics - Concentration in Business
HSBC Retail Banking and Wealth Management July 2014 - Present
TD July 2012 - June 2014
JPMorgan Chase April 2011 - June 2012
JPMorgan Chase August 2009 - March 2011
Skills
Banking, Commercial Lending, Consumer Lending, Credit, Loans, Small Business Lending, Commercial Banking, Relationship Management, Lines Of Credit, Credit Analysis, Portfolio Management, Mutual Funds, Series 7, Series 63, Investment Advisory, Retail Banking, Mortgage Lending, Loan Origination, Financial Services, Cross Selling, Investments, Mortgage Banking, Finance, Risk Management, Credit Risk, Branch Management, Branch Banking, Wealth Management, Residential Mortgages, Credit Cards, Cash Management, Refinance, Private Banking, Deposits, Commercial Mortgages, Management, Financial Analysis, Financial Risk, Customer Service, Insurance, Financial Planning, Securities, Fixed Income, Investment Banking, Sales, Anti Money Laundering, Home Equity Lines of..., Home Equity Loans, Treasury Management
Education
CUNY School of Professional Studies
Bachelor’s Degree, Business Administration and Management, General
Kingsborough Community College
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
HSBC Retail Banking and Wealth Management September 2014 - Present
HSBC Bank US December 2008 - September 2014
Skills
Sales Management, Direct Sales, Sales Operations, Operations Management, Presentations, Financial Education, Banking, Customer Experience, Leadership, Vendor Management, Credit, Relationship Management, Management, Financial Services, Risk Management, Marketing Strategy, Sales, Strategic Planning, Portfolio Management, Business Development, Investments, Retail Banking, Insurance, Cross Selling, Wealth Management
Education
D'Youville College
University at Buffalo
Capgemini August 2015 - Present
Charity Brands Consulting September 2014 - Present
HSBC Retail Banking and Wealth Management June 2014 - August 2014
Larta Institute April 2013 - August 2013
Finet May 2012 - September 2012
PEER Summer Camp June 2008 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, iMovie, Photoshop, Wordpress, Prezi, Data Analysis, HTML, CSS, Social Networking
Education
University of Southern California 2011 — 2015
BS, BA, Business Administration, International Relations
Copenhagen Business School 2013 — 2013
Bachelor of Science (Exchange Program), International Business
Deerfield Academy 2007 — 2011
89.00
HSBC Retail Banking and Wealth Management December 2014 - Present
Procter & Gamble November 2011 - February 2012
SportsNet New York September 2011 - November 2011
Regal Vegan June 2011 - August 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, QuickBooks, Access, Accounting, Research, Social Media, Photoshop, Facebook, Customer Service, Public Speaking, Event Planning
Education
City University of New York-Baruch College 2008 — 2013
Bachelor of Finance, Finance, General
Brooklyn Technical High School 2004 — 2008
HSBC Retail Banking and Wealth Management June 2015 - Present
HSBC Retail Banking and Wealth Management June 2008 - Present
HSBC June 2008 - March 2010
Skills
Banking, Microsoft Office, Credit, Customer Service, Financial Analysis, Retail Banking, Credit Analysis, Finance, Risk Management, Portfolio Management, Financial Services
Education
Dawson College 2006 — 2008
International Business, Business Administration and Management, General
AmericanWest Bank 2012 - Present
HSBC Retail Banking and Wealth Management 2009 - 2012
JPMorgan Chase & Co. 2008 - 2009
Washington Mutual Bank 1998 - 2008
Education
University of Washington
Foreign Languages, Literatures, and Linguistics
University of Phoenix
Business Administration and Management, General
Highline College
International Business
The Edgar Lomax Company June 2015 - Present
WH Administrators January 2015 - May 2015
HSBC Retail Banking and Wealth Management June 2014 - August 2014
Alpha Epsilon Phi Sorority January 2013 - December 2013
National Panhellenic Council January 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Community Tax Aid January 2013 - April 2013
Skills
Social Networking, Community Development, Community Outreach, Microsoft Excel, PowerPoint, Research, Accounting, Event Planning, Editing, Finance, Budgets, Facebook, Public Speaking
Education
American University 2011 — 2015
Bachelor's of Science in Business Administration, Accounting and Finance
The Chinese University of Hong Kong 2014 — 2014
Bachelor’s Degree, Business Administration
Universidad Pontificia Comillas 2014 — 2014
Bachelor’s Degree, Business Administration
American University February 2014 - Present
HSBC Retail Banking and Wealth Management June 2015 - August 2015
Oppenheimer & Co. Inc. January 2015 - February 2015
CNH Industrial August 2013 - December 2013
Appvion, Inc. (formerly Appleton Papers Inc.) May 2013 - August 2013
Down River Country Club April 2012 - August 2012
Skills
Microsoft Excel, Finance, Public Speaking, Team Leadership, Data Analysis, Teamwork, Accounting, Financial Modeling, Portfolio Management, Bloomberg Terminal, Equity Research, Customer Service, Business Ethics, ThomsonOne, Economic Policy, International Business, Access, Building Trades, PowerPoint
Education
American University 2012 — 2016
Bachelor of Science in Finance, Minor in Economics
Northern Bedford County HS 2004 — 2012
High School Diploma, 4.0
USAA 2005 - Present
HSBC Retail Banking and Wealth Management June 2004 - November 2005
Saturn of West Phoenix July 2001 - June 2004
Skills
Strategic Planning, Microsoft Excel, Leadership, Sales, Banking, Process Improvement, Business Analysis, Risk Management, Project Management, Customer Service
Education
DeVry University Phoenix, AZ
Bachelor of Applied Science (B.A.Sc.), Accounting
Carnegie Mellon University September 2015 - Present
United Nations Development Programme June 2015 - August 2015
E-commerce Supporting organization (Non-profit) August 2013 - May 2015
HSBC Retail Banking and Wealth Management February 2012 - March 2012
Deloitte TouchéTohmatsu Limited October 2011 - December 2011
Harvard Model United Nations February 2010 - February 2010
Skills
Data Analysis, Databases, SQL, GIS, SAS, Human Resources, English, Teamwork, Business Intelligence, Recruiting, Microsoft Office, Public Speaking, Research, Foreign Languages, Microsoft Excel, Microsoft Word, Data Mining, Economics, Chinese, Prezi, Asian Studies, Behavioral Economics, Statistics, PowerPoint, Project Management, Analysis, Leadership, Management, Management Consulting, Customer Service, Policy Analysis, Social Media, Marketing, Strategy, Strategic Planning, Policy
Education
Carnegie Mellon University 2014 — 2016
Master of Science in public policy and management, Data Analysis, 3.9/4.0
University of Liverpool 2012 — 2014
Bachelor of Business Economics, Economics, First class
Xi'an Jiaotong-Liverpool University 2010 — 2012
BEcon, Economics, Y2
Suzhou Foreign Language School 2001 — 2010
High School Diploma
U.S. Bank July 2015 - Present
U.S. Bank July 2014 - July 2015
Charter One, now Citizens Bank May 2012 - July 2014
Gap Inc./ Banana Republic September 2008 - December 2012
Charter One, now Citizens Bank October 2009 - May 2012
Charter One, now Citizens Bank October 2008 - October 2009
HSBC Retail Banking and Wealth Management September 2007 - August 2008
HSBC Retail Banking and Wealth Management May 2007 - September 2007
Skills
Time Management, Sales, PowerPoint, Microsoft Office, Team Leadership, Retail Sales, Cashiering, Customer Service, Sales Operations, Facebook, Salesforce.com, Customer Satisfaction, Telephone Skills, Outlook, Retail, Loss Prevention, Budgets, Trend, Fashion, POS, Cash Register, Data Entry, Microsoft Excel, Microsoft Word, Customer Retention, Social Networking, Event Planning, Highly detail oriented, Cash Handling Experience, Marketing, Recruiting, Administrative..., Driving Results, Clerical Skills, Spreadsheets, Call Centers, Microsoft Publisher, Deposits, Human Resources, Banking, Interviews, Employee Training, Cold Calling, Teamwork, Financial Services, Team Building, Onboarding, Clerical Work, Merchandising, Visual Merchandising
Education
DePaul University 2014 — 2016
Master’s Degree, Educating Adults
Canisius College 2002 — 2006
Bachelor of Arts, Communication and Media Studies
Orchard Park High School
HSBC Retail Banking and Wealth Management January 2014 - Present
HSBC January 2011 - January 2014
Citi 1997 - 2000
First Direct 1989 - 1997
Skills
Retail Banking, Information Technology, Banking, Portfolio Management, Risk Management, Relationship Management, Financial Services, Change Management, Strategy, Business Strategy, Credit Risk, Financial Risk
Education
University of Essex 1979 — 1980
Master's degree, American Government and Politics (United States)
Keele University 1975 — 1979
Ba Hons, Politics & American Studies, 2 : 1
Churchers College 1968 — 1975
A levels / O Levels, Various
Virtus ETF Solutions June 2015 - Present
Popular Community Bank June 2014 - June 2015
Citi April 2012 - December 2013
HSBC Retail Banking and Wealth Management August 2009 - February 2011
XShares Securities LLC February 2007 - November 2008
Skills
Wealth Management, Series 7, Financial Services, Relationship Management, Mutual Funds, Team Leadership, Asset Management, Banking, Financial Advisory, ETFs, International Banking..., Insurance, Risk Management, Strategy, Credit, Finance, Investment Strategies, Retirement Planning, Commercial Banking, Loans, Series 24, Lending Solutions, Income Protection, Separately Managed..., Structured Products, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Fixed Annuities, Strategic Financial..., Financial Planning
Education
City University of New York-Brooklyn College 1991 — 1995
Bachelor of Science (B.S.), Business, Management and Finance
HSBC Retail Banking and Wealth Management February 2014 - Present
Chase May 2011 - February 2014
People's United Bank May 2010 - May 2011
T-Mobile July 2009 - February 2010
Skills
Marketing, Brand Development, Brand Management, Brand Awareness, Demographic Marketing, Account Management, Thought Leadership, Customer Service, Team Leadership, Bilingual-English/Spanis..., Analytical Skills, Series 63, CRM, Series 6, Life Insurance, Management, Sales, Team Building, PowerPoint, Microsoft Excel, Leadership, Outlook, Microsoft Office, Marketing Communications, Account Executives, Finance, Microsoft Word, Marketing Strategy
Education
University of South Florida 2007 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Barry University 2004 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
HSBC Retail Banking and Wealth Management January 2014 - Present
Skills
Sales Operations, Tax Preparation, Retail Banking, Accounts Receivable, Peachtree, Accounting, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Accounting, Finance
Education
City University of New York-Herbert H. Lehman College 2014 — 2015
Master of Science (M.S.), Finance
City University of New York-Herbert H. Lehman College 2010 — 2013
Accounting
Borough of Manhattan Community College 2005 — 2007
Associate of Arts and Sciences (AAS), Accounting
Stitches Creation Inc.; Virtu Apparel; VIE May 2015 - Present
Silkway Travel & Cruise Inc. (a JTB Group Company) October 2012 - May 2015
Silk Holidays - The Wholesale Division of Silkway Travel & Cruise Inc. (a JTB Group Company) October 2012 - December 2014
Best Price Car Rentals May 2012 - September 2012
HSBC Retail Banking and Wealth Management January 2010 - September 2011
Hudson's Bay Company October 2006 - November 2007
Tommy Hilfiger Canada June 2006 - October 2006
TJX Canada/Winners Merchants International L.P. August 2005 - May 2006
Skills
Leadership, Management, Marketing, Microsoft Office, Social Media, Sales, Customer Service, Presentation Skills, Business Strategy, Growth Strategies
Education
Langara College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Langara College 2007 — 2010
Business Management Diploma
HSBC Retail Banking and Wealth Management September 2014 - Present
Capital One December 2012 - September 2014
Chase June 2011 - December 2012
John Hancock Financial Services March 2009 - February 2010
Nationwide Financial October 2007 - March 2009
MetLife April 2007 - October 2007
Citi April 2006 - March 2007
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Mortgage Lending, Credit Risk, Financial Services, Credit Analysis, Credit Cards, Retail Banking, Financial Risk, Commercial Banking, Finance, Investments, Private Banking, Treasury Management, Cross Selling, Wealth Management, Financial Planning, Management, Relationship Management, Mutual Funds
Education
Iona College 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Iona College 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Monroe College 1999 — 2001
Associate's degree, Business Administration and Management, General
HSBC Retail Banking and Wealth Management June 2015 - Present
BMO Private Banking March 2014 - May 2015
HSBC Securities 2003 - 2013
Insinger de Beaufort - BNP Paribas Wealth Management 2001 - 2002
BNP Paribas Fortis 1997 - 2001
Skills
Fixed Income, Bloomberg, Securities, Wealth Management, Asset Allocation, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Financial Markets, Bloomberg Terminal, Credit, Bonds, Investment Advisory, Investment Strategies, Structured Products, Mutual Funds, Derivatives, Hedge Funds, Trading, Options, Equity Research, Money Market, Foreign Exchange, ETFs, Finance, Settlement, Asset Management
Education
The University of Reading
MSc, International Securities, Investment & Banking
Kingston University
BA (Hons), Accounting & Finance
Cellular Sales January 2013 - Present
Wells Fargo January 2011 - May 2012
HSBC Retail Banking and Wealth Management February 2005 - October 2011
Skills
Account Management, Technical Support, Data Analysis, Mobile Device Management
Education
ECPI University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
RhinoCo Fitness November 2013 - Present
HSBC Retail Banking and Wealth Management December 2008 - October 2013
Education
Florida International University
Finance, General
North Carolina Administrative Office of the Courts January 2008 - Present
HSBC Retail Banking and Wealth Management January 2004 - November 2005
M&T Bank January 2001 - October 2003
Pitney Bowes January 1992 - January 2000
Skills
Policy, Human Resources, Compensation & Benefits, Performance Management, Leadership, Salary Administration, Training, Nonprofits, Employee Benefits, Management, Government, Microsoft Office, Microsoft Excel, Operations Analyst, Trust Management, Cash Management, Position Classification, Fundraising, Public Speaking, Community Outreach, Strategic Planning
Education
Gettysburg College 1979 — 1981
Business Administration and Management
Bank of America Merrill Lynch June 2015 - Present
Evans Bank August 2014 - March 2015
M&T Bank July 2012 - January 2014
HSBC September 2010 - July 2012
HSBC Retail Banking and Wealth Management January 2008 - September 2010
Skills
Consultative Selling, International Business, Relationship Management, Business Analysis, Sales Presentations, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Management, Process Improvement, Windows, Outlook, English, New Business Development, Prospecting Skills, Market Research, Direct Marketing, Direct Mail, Account Management, Pre-sales, Sales Management, Microsoft Office, Project Management, Loans, Insurance, Analysis, Banking, CRM, Strategy, Investments
Education
D'Youville College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Fashion In The Square August 2014 - Present
V.Brandt Media September 2010 - Present
HSBC Retail Banking and Wealth Management November 2009 - July 2010
Skills
Graphic Design, Marketing, Fashion Photography, Photography, Photoshop, Videography, Wedding Photography
Education
Delaware College of Art and Design 2009 — 2010
Certificate, Portrait Photography
Peru State College 2006 — 2008
BA, Business Marketing, Graphic design
Iowa Lakes Community College 2003 — 2006
Associate of Science (A.S.), Business Administration and Management, General
IPES Waremme 1998 — 2002
Foot Etudes
Colegio Privado Lope de Vega 1997 — 1998
CP La Cala 1993 — 1997
CP Bautista Lledo 1990 — 1993
Licee Prince de Liege 1988 — 1989
Huizhou Huibaojiamu Feed Limited Corporation (China) April 2013 - May 2013
HSBC Commercial Banking August 2012 - September 2012
HSBC Retail Banking and Wealth Management July 2012 - August 2012
Guangzhou Tieyi High School (China) September 2010 - June 2012
Skills
Accounting, Financial Risk..., ACCA, Microsoft Office, Matlab, VBA, Python, Financial Modeling, R, Credit Risk
Education
University of Connecticut 2013 — 2015
Master of Science (MS), Financial Risk Management, 3.8
Guangdong University of Foreign Studies 2009 — 2013
Bachelor of Science (BS), Accounting, 3.4
HSBC Retail Banking and Wealth Management November 2013 - Present
HSBC Retail Banking and Wealth Management October 2012 - October 2013
HSBC Retail Banking and Wealth Management January 2012 - October 2012
HSBC Retail Banking and Wealth Management January 2007 - December 2011
Home Depot Customer Contact Center November 2004 - December 2006
Trendmasters Inc September 1998 - November 2002
Skills
Microsoft Office, Management, Research, PowerPoint, Microsoft Word, Microsoft Excel, Sales, Leadership, Training, English, Outlook, Windows, Recruiting, Residential Homes, Risk Management, Call Centers, Banking, Mortgage Lending, Portfolio Management, Credit, Finance, Access, Loans
Education
Everest University-Tampa 2004 — 2006
Associate's degree, Legal Assistant/Paralegal
Saint Louis Community College-Forest Park 1996 — 1998
Associate's degree, Business Administration and Management, General
University of Missouri-Saint Louis 1996 — 1997
Associate's degree, Spanish Language and Literature
HSBC December 2013 - April 2015
HSBC Retail Banking and Wealth Management March 2007 - December 2013
Skills
Banking, Retail Banking, Management, Strategy, People Management, Employee Engagement, Project Management, Business Analysis, Financial Analysis, Microsoft Excel, PowerPoint
Education
Fudan University 2011 — 2015
Bachelor's degree, Economics
HSBC Retail Banking and Wealth Management June 2015 - Present
Law Office of Zara Javakov, Esq., P.C. July 2009 - January 2015
Skills
Legal Assistance, Office Administration, Courts, Written Correspondence, Translation, Adobe Acrobat, Microsoft Office, Presentations, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Finance, 3.85
Far Eastern Federal University 2004 — 2009
Bachelor of Arts (BA), Education/Linguistics
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)
HSBC Commercial Banking July 2014 - Present
HSBC Retail Banking and Wealth Management February 2011 - July 2014
HSBC August 2009 - February 2011
HSBC November 2008 - August 2009
Skills
Credit, Corporate Finance, Financial Analysis, Risk Management
Education
École des sciences de la gestion (ESG UQAM) 2011 — 2014
Master's degree, Applied Finance
École des sciences de la gestion (ESG UQAM) 2007 — 2008
Master's degree, Finance
HSBC Retail Banking and Wealth Management March 2015 - Present
HSBC Retail Banking and Wealth Management February 2015 - Present
HSBC Retail Banking and Wealth Management December 2013 - February 2015
HSBC Retail Banking and Wealth Management September 2012 - December 2013
Zions Bancorporation August 2006 - December 2011
Skills
Teamwork, Customer Satisfaction, Customer Service, Banking, Microsoft Office, Outlook, Microsoft Word, Data Entry, Retail Banking, Account Management, Data Analysis, Microsoft Excel, Wealth Management, Foreign National Loans, International Banking..., College Education..., Commercial Banking, Accounting, Retirement Planning, Professional..., Courteous, Team Leadership, Corporate Finance, Team Oriented, Punctual, Open Minded, Problem Solving, Mac/PC proficient, Legacy Planning, Customer Relations
Education
California State University-Dominguez Hills 2012 — 2014
Bachelor of Science (B.S.), Entrepreneurship
El Camino College 2007 — 2011
AS, Business Administration
HSBC Bank Canada May 2015 - Present
HSBC Commercial Banking October 2013 - April 2015
HSBC Commercial Banking February 2012 - October 2013
HSBC April 2007 - March 2011
HSBC Retail Banking and Wealth Management June 2005 - April 2007
Skills
Banking, Brand Management, Financial Services, Budgets, Corporate Communications, Cross Selling, Business Analysis, Market Planning, Trade Finance, Sales, Trade Compliance, Market Research, Strategy, UCP 600, Trade Operations, Anti-boycott, Economic Sanctions, Risk Assessment, Financial Risk, Operational Risk, Reputational Risk, CIM
Education
Global Association of Risk Professionals (GARP) 2014 — 2015
Financial Risk Manager (FRM) - Part 1 Candidate, Financial Risk
Chartered Institute of Marketing 2005 — 2009
Postgraduate Diploma in Marketing, Marketing
National Institute of Business Management 2007 — 2008
Advanced Diploma, Business Management
HSBC Commercial Banking July 2015 - Present
HSBC Commercial Banking February 2015 - June 2015
HSBC Global Banking and Markets August 2014 - February 2015
HSBC Retail Banking and Wealth Management February 2014 - August 2014
HSBC Global Banking and Markets August 2013 - February 2014
HSBC 2013 - 2013
HSBC 2013 - 2013
HSBC June 2012 - August 2012
Skills
Finance, Strategic Planning, Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, Spanish, Technical Writing, Data Analysis, Budgets, Financial Modeling, Management
Education
Binghamton University 2009 — 2013
Bachelor of Science (BS), Finance, General
Binghamton University - School of Management 2009 — 2013
Bachelor of Science, Finance
Mead Johnson Nutrition May 2015 - August 2015
HSBC Retail Banking and Wealth Management March 2011 - May 2014
HSBC Retail Banking and Wealth Management June 2010 - February 2011
HSBC Retail Banking and Wealth Management August 2008 - May 2010
Six Flags July 2007 - September 2007
Skills
Retail Banking, Wealth Management, Investment Strategies, Treasury Management, Cash Management, Cash Flow Forecasting, Data Analysis, Financial Modeling, Banking
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Business Analytic
East China University of Science and Technology 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature/Letters
AXA Advisors 2011 - Present
HSBC Retail Banking and Wealth Management 1999 - 2011
National Grid 1990 - 1999
Education
Canisius College 1996 — 1999
Master of Business Administration (M.B.A.)
Canisius College 1986 — 1990
Bachelor's Degree, Accounting
HSBC Group HQ London
Executive Training Development Programme
HSBC Retail Banking and Wealth Management June 2015 - Present
HSBC Commercial Banking February 2012 - June 2015
Pennsylvania Air National Guard September 2003 - October 2011
Train Station Restaurant May 2006 - December 2009
Skills
Banking, Customer Service, Call Center, Customer Experience, Microsoft Excel, Customer Satisfaction, Risk Management, Relationship Management, Business Analysis, PowerPoint, Credit, Team Leadership, Access, Retail Banking, Microsoft Office, Analysis, Management, Social Networking, Leadership
Education
Indiana University of PA 2004 — 2009
Bachelor of Arts (BA), History
HSBC Retail Banking and Wealth Management July 2015 - Present
HSBC January 2014 - July 2015
HSBC February 2011 - December 2013
HSBC June 2009 - February 2011
HSBC September 2007 - June 2009
JPMorgan Chase December 2004 - September 2007
Skills
Investments, Risk Management, Credit, Portfolio Management, Private Banking, Commercial Banking, Banking, Financial Analysis, Loans, Wealth Management, Series 63, Relationship Management, Team Management, Financial Services, Wealth, Retail Banking, Credit Analysis, Equities
Education
Georgetown University - The McDonough School of Business 1996 — 2000
Bachelor of Science, Business Administration
BNY Mellon May 2015 - Present
Inverness Counsel LLC December 2011 - April 2015
Merrill Lynch March 2010 - December 2011
HSBC Retail Banking and Wealth Management July 2008 - November 2009
TD July 2006 - July 2008
Washington Mutual Bank May 2004 - May 2006
Skills
Middle Office, Equities, Settlements, Wealth Management, Securities, Reconciliation, Back Office, Options, Bonds, Bloomberg, Mutual Funds, Banking, Front Office, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Office, Microsoft Powerpoint
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
Bank of America Merrill Lynch August 2015 - Present
Self-Directed March 2009 - Present
HSBC Retail Banking and Wealth Management February 2013 - December 2014
TD Ameritrade October 2011 - December 2012
Citi January 2011 - July 2011
Bank of America Merrill Lynch September 2009 - December 2010
Empowering Today's Professionals March 2009 - March 2010
NASDAQ OMX 2004 - 2009
Instinet Corporation 2003 - 2004
The Island ECN June 2000 - January 2003
Skills
Equities, Market Data, Trading, Securities, Compliance, Electronic Trading, Trading Systems, Options, Financial Markets, Equity Trading, Financial Services, Fixed Income, Leadership, Derivatives, Capital Markets, Business Analysis, Strategy, Wealth Management, Investment Banking, Equity Derivatives, Project Management, CRM, Series 7
Education
Florida International University - College of Business Administration 1994 — 1997
Bachelor of Business Administration Degree, Finance
Miami Dade College 1992 — 1994
Associate In Arts Degree, Liberal Arts and Sciences/Liberal Studies
Woodforest National Bank June 2008 - Present
HSBC Retail Banking and Wealth Management March 2007 - June 2008
Sprint April 2004 - March 2007
Skills
Banking, Credit, Loans, Retail Banking, Customer Service, Commercial Banking, Risk Management, Sales, Credit Analysis, Mortgage Lending
Education
Central Virginia Community College
Associate’s Degree, Business Administration, Management and Operations
Liberty University
Bachelor's Degree, Business Administration and Management, General
HSBC Retail Banking and Wealth Management September 2014 - Present
HSBC Bank USA January 2010 - Present
Goodnature Products, Inc. October 2007 - January 2010
Skills
Marketing, Advertising, Project Management, Sales, Call Centers, Consulting, Documentation, Customer Service
Education
Erie Community College 2015 — 2018
Associate's degree, Business Administration
HSBC Retail Banking and Wealth Management July 2015 - Present
ACG Funding April 2014 - July 2015
Anplex Investment & Financial April 2010 - July 2015
HSBC June 2009 - March 2010
HSBC April 2005 - December 2008
Skills
Customer Service, Marketing, Financial Analysis, Microsoft Excel, Microsoft Office, Budgets, Negotiation, PowerPoint, New Business Development, Microsoft Word, Online Advertising, Project Management, Financial Reporting, QuickBooks, Relationship Management, Front Office, Loans, Sales Management, Employee Relations
Education
California State Polytechnic University-Pomona 1999 — 2001
Bachelor of Science (B.S.), Hospitality Administration/Management
UCSD 1997 — 1999
HSBC Retail Banking and Wealth Management May 2014 - Present
HSBC June 2013 - May 2014
HSBC August 2011 - June 2013
HSBC November 2008 - September 2011
HSBC October 2006 - December 2009
HSBC, Mortgage Services October 2005 - October 2006
Decision One Mortgage 2003 - 2005
Skills
Mortgage Lending, Credit, Mortgage Banking, Loans, Underwriting, Banking, Financial Services, Risk Management, Loan Origination, Credit Analysis, Credit Risk, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Business Strategy, Strategy Execution & Valuation
Calvin College 1998 — 2002
Bachelor of Science (BS), Economics
HSBC Retail Banking and Wealth Management September 2014 - Present
TD Wealth Management October 2013 - September 2014
TD Wealth Management September 2012 - October 2013
Skills
Investment Strategies, PowerPoint, Sales, Securities, Investments, Relationship Management, Banking, Fixed Income, Capital Markets, Customer Service, Equities, Mutual Funds, Investment Advisory, Portfolio Management, Financial Services, Derivatives, Asset Allocation, Asset Management, Wealth Management
Education
Dalhousie University
Master of Business Administration (M.B.A.)
HSBC Retail Banking and Wealth Management October 2014 - Present
Merrill Lynch November 2012 - September 2014
Skills
Banking, Risk Management, Sales, Customer Service, Account Management, Financial Services, Business Analysis, Management, Capital Markets, Fixed Income, Financial Analysis, Credit, Leadership, Insurance, Analysis, Process Improvement, Accounting
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase November 2013 - Present
Chase Bank 2007 - Present
HSBC Retail Banking and Wealth Management January 2006 - April 2007
Citi January 2002 - January 2006
Skills
Loans, Credit, Commercial Lending, Portfolio Management, Relationship Management, Banking, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Conflict Resolution, Peer Mediation
Education
Dowling College
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Hofstra University
Bachelor of Business Administration (B.B.A.)
Alacriti Inc 2015 - Present
HSBC Retail Banking and Wealth Management 2013 - 2015
HSBC Retail Banking and Wealth Management 2009 - 2013
Alacriti 2004 - 2012
HSBC Retail Banking and Wealth Management 2004 - 2009
Birlasoft 2002 - 2004
Skills
Business Analysis, Leadership, Management, Program Management, Business Strategy, Business Intelligence, Mobile Payments, Payment Card Processing, International..., Project Management, Data Analysis, Requirements Analysis, PCI DSS, HIPAA, SaaS, SDLC
Education
Columbia University - Columbia Business School 2015 — 2017
Executive MBA
Indian Institute of Technology, Bombay 1997 — 2001
Bachelor of Technology (B.Tech.), Mechanical Engineering
University Campus School, Rohtak, Haryana, India 1994 — 1997
High School
East West Bank September 2015 - Present
HSBC Retail Banking and Wealth Management September 2014 - September 2015
HSBC Securities May 2013 - September 2014
HSBC June 2011 - May 2013
CITIBANK July 2002 - June 2011
Skills
Foreign Languages, Myanmar, Burmese, Credit, Loans, Banking, Portfolio Management, Investments, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Commercial Banking, Cross Selling, Mortgage Lending, Financial Analysis, Cash Management, Risk Management
Education
Loyola Marymount University 1998 — 2001
Business Administration and Management, General
El Camino College 1994 — 1997
Associate’s Degree, Economics
El Camino College 1994 — 1997
Associate’s Degree, English Language and Literature, General
University of Computer Studies, Yangon 1988 — 1991
Bachelor’s Degree, Mathematics
HSBC Retail Banking and Wealth Management August 2015 - Present
HSBC June 2011 - July 2015
UBS Investment Bank May 2004 - June 2011
BankWest 2002 - 2004
Credit Suisse 1999 - 2002
Skills
Equities, Analytics, Investment Banking, Banking, Fixed Income, Derivatives, Capital Markets, Financial Modeling, Risk Management, Change Management, Strategy, Program Management, Data Management, Process Improvement
Education
The University of Western Australia 1988 — 1991
Commerce, Finance, Accounting
Mt Eliza Business School
Business Leadership Program
Prince2
Project Management Foundation & Practitioners Accreditation
Institute of Chartered Accountants in Australia
Chartered Accountant
Clear Lake Infiniti 2014 - Present
Movies Over Sight & Sound October 2004 - Present
AutoNation July 2013 - August 2014
Asbury Automotive Group January 2010 - July 2013
Chevy Chase Acura March 2009 - January 2010
HSBC Retail Banking and Wealth Management December 2006 - March 2009
The Tile Shop 2005 - 2006
Skills
Entrepreneurship, Video, Social Media Marketing, Social Media, Event Management, Social Networking, Online Advertising, Web Design, Start-ups, Digital Media, Marketing Strategy, Production Managment, Sales, Product Marketing, Customer Service, Management, Strategic Planning, Marketing, Sales Management
Education
North Carolina Agricultural and Technical State University 1993 — 1997
Bachelor's degree, Political Science and Government
Guilford Technical Community College 1993 — 1994
Political Science and Government
HSBC Retail Banking and Wealth Management August 2013 - Present
Squire Insurance & Financial Services July 1997 - July 2013
Prudential Insurance April 1994 - January 1997
Prudential March 1992 - April 1994
Skills
Retirement Income..., IRA's, Retirement, Series 7, Wealth Preservation..., Wealth Accumulation, 529 Plans, Long Term Care, Mutual Funds, Insurance Planning, Disability Insurance, Series 6, 401k, Annuity, Wealth Management, Asset Allocation, Estate Planning, Financial Planning, Retirement Solutions, Series 63, Management, Insurance, Financial Services, Investments, Leadership, Customer Service, Finance
Education
Genesee Community College 1981 — 1983
Elba Central School
High School
LUTCF
Deutsche Bank September 2014 - Present
Deutsche Bank January 2011 - August 2014
Deutsche Bank April 2007 - December 2010
Goldman Sachs 2000 - 2005
Federal Reserve Bank of New York 1996 - 2000
HSBC Retail Banking and Wealth Management June 1995 - July 1995
Skills
Equity Trading, Analytics, Strategic Financial..., Managerial Finance, Market Data, Internal Controls, Business Transformation, Management, Governance, Treasury, Analysis, Treasury Management, Sarbanes-Oxley Act, Forecasting, Basel II, Operational Risk..., Banking, Financial Planning, Offshoring, Essbase, Data Analysis, Relationship Management, Enterprise Risk..., Project Finance, Commodity, Investment Banking, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Derivatives, Equities, Financial Modeling, Finance, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
MBA, Finance, Marketing, International Business
Cornell University 1993 — 1996
B.S., Applied Economics and Business Management
HSBC Retail Banking and Wealth Management December 2011 - Present
HSBC Retail Banking and Wealth Management October 2009 - November 2011
HSBC Securities August 2006 - November 2009
RBC Dominion Securities January 2001 - August 2006
Skills
Relationship Management, Marketing Strategy, Marketing Management, Business Development, Business Strategy, Wealth Management, Retail Banking, Commercial Banking, Event Management, Credit Cards, Customer Insight, Direct Marketing, Market Planning, Banking, Marketing, Financial Services, Segmentation, Portfolio Management, Customer Acquisition, Analytics, Strategy, Market Research, Leadership, Strategic Planning, Risk Management, Team Leadership
Education
Durham College
Marketing Management
HSBC Retail Banking and Wealth Management January 2013 - Present
HSBC April 2011 - January 2013
HSBC June 2010 - February 2012
iGObanking.com (a division of Flushing Savings Bank) August 2009 - June 2010
JPMorgan Chase May 2006 - June 2009
Chase 2003 - 2009
Chase August 2003 - May 2006
Skills
AML, Analysis, Banking, Due Diligence, Fraud, Internal Audit, KYC, OFAC, Financial Analysis, Financial Risk, Leadership, Management, Policy, Risk Management, Training, Bank Secrecy Act, Anti Money Laundering
Education
City University of New York City College 2006 — 2010
Bachelor of Technology in Computer Systems, Computer Information Systems
BNY Mellon Wealth Management 2008 - Present
HSBC Retail Banking and Wealth Management 2003 - 2008
HSBC Retail Banking and Wealth Management 1998 - 2003
Skills
Team Building, Leadership Development, Strategic Planning, Marketing Strategy, Financial Analysis, Wealth Management, Business Strategy, Financial Modeling, Private Banking, Management
Education
Harvard Business School
Executive Education, Strategic Marketing Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Executive Education, Management Development
HSBC Retail Banking and Wealth Management March 2013 - May 2014
Wells Fargo Advisors LLC June 2010 - March 2013
Carret Asset Management 2003 - 2008
Trust Company of the West 2001 - 2003
SG Cowen Asset Management 1995 - 2001
BNY Mellon 1985 - 1992
Skills
Portfolio Management, Finance, Investments, Equities, Mutual Funds, Asset Management, Management, Fixed Income, Asset Allocation, Securities, Series 7, Wealth Management
Education
Adelphi University 1985 — 1987
MS, Finance
LIU Post 1974 — 1977
BS Finance, Finance, General
State Street September 2012 - September 2013
State Street December 2011 - September 2012
State Street January 2008 - December 2011
HSBC Retail Banking and Wealth Management October 2007 - December 2007
Arvest Bank May 2006 - August 2007
Skills
Accounting, Investments, Equities, Mutual Funds, Finance, Account Reconciliation, Securities, Analysis, Financial Services, Banking, Trading, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Outlook, Microsoft Word, Asset Managment, Customer Service, Financial Analysis, Fund Accounting, Asset Management
Education
Avila University 2011 — 2014
Master, Business Administration, Finance, 4.0
University of Oklahoma 2002 — 2005
Bachelor of Arts, Economics
HSBC Retail Banking and Wealth Management September 2012 - Present
Wealth Management Advisor August 2009 - August 2012
Regions Bank March 2008 - March 2009
Banco Itaú February 2006 - March 2008
Morgan Stanley February 2004 - March 2006
TRX Futures February 2001 - January 2004
Prudential Securities June 1997 - May 2001
Merrill Lynch June 1992 - June 1997
Skills
Series 7, Series 66, Investment Strategies, Wealth Management, Options Strategies, Technical Analysis, Futures Trading, Guest Lecturing
Education
International School of Management 2003 — 2007
Doctor Business Administration, International Business
Nova Southeastern University 1990 — 1992
MBA, International Business
Nova Southeastern University 1987 — 1990
BA, Business
Florida International University
Mastery of Wines and Beverages
HSBC Global Asset Management March 2014 - Present
HSBC Retail Banking and Wealth Management December 2011 - March 2014
HSBC Bank Canada October 2010 - December 2011
HSBC Gloabl Asset Management July 2003 - October 2010
HSBC Global Asset Management June 1999 - July 2003
HSBC Global Asset Management September 1996 - June 1999
HSBC Investment Funds March 1995 - September 1996
TD Bank Group June 1992 - March 1995
Skills
Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Budget Management, Lead Generation, Product Marketing, Event Management, Campaign Management, Leadership Development, Client Communications, Marketing, Strategic Financial..., Social Media Marketing, Retail Banking, Wealth, Corporate Communications, Mutual Funds, Strategy, Integrated Marketing, Budgets, Brand Management, Relationship Management, Internal Communications, Analytics, Marketing Management, CRM, Segmentation
Education
Queen's University
Queen's School of Business, Strategic Marketing
British Columbia Institute of Technology
Marketing Design
Sauder School of Business
Certificate of Essential Management Skills
Canadian Institute of Financial Planning
Certificate of Financial Planning, Financial Planning
Canadian Securities Institute
Canadian Securities Course
Institute of Canadian Bankers
Investment Funds in Canada Course
Sauder School of Business
B. Comm
Northwestern Mutual August 2015 - Present
State Farm February 2015 - July 2015
HSBC Retail Banking and Wealth Management December 2013 - January 2015
Allstate April 2013 - October 2013
MasterCard October 2012 - March 2013
American Honda Motor Company, Inc. July 2012 - September 2012
Best Buy October 2011 - June 2012
BP October 2010 - September 2011
Lexmark International, Inc. April 2010 - September 2010
Wipro December 2005 - March 2010
Skills
Agile Methodologies, Project Management, SDLC, Requirements Analysis, Business Analysis, Java Enterprise Edition, Program Management, Global Delivery, Vendor Management
Education
Indian Institute of Technology, Kharagpur 2005 — 2007
PGDBA, Finance & ERP
Jadavpur University 2001 — 2003
M.Tech, Computer Technology
Malaviya National Institute of Technology 1994 — 1998
BE, Mechanical Engg
Citi June 2013 - Present
HSBC Retail Banking and Wealth Management February 1984 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, PowerPoint, Retail, Management, Leadership, Social Media, Time Management
Education
Dowling College 2003 — 2007
Bachelor's degree in Business and Finance, Business/Finance
HSBC Retail Banking and Wealth Management September 2014 - Present
HSBC Retail Banking and Wealth Management September 2011 - August 2014
Education
Boston University 2010 — 2011
Master's Degree, Economics
Purdue University 2005 — 2009
Bachelor's Degree, Mechanical Engineering
HSBC Bank Canada July 2014 - Present
HSBC Bank Canada June 2007 - June 2014
HSBC Retail Banking and Wealth Management June 2001 - May 2007
HSBC July 1999 - June 2001
HSBC Retail Banking and Wealth Management June 1997 - May 1999
HSBC August 1996 - May 1997
HSBC May 1994 - July 1996
Skills
Project Management, Business Analysis, Process Improvement, Customer Service, Microsoft Office, Vendor Management, Requirements Analysis, SDLC, Program Management, Banking, Investments
Education
College of the Holy Spirit
Bachelor of Arts (B.A.), Psychology
College of the Holy Spirit
Bachelor of Commerce (BCom), Marketing/Marketing Management, General
HSBC Retail Banking and Wealth Management August 2014 - Present
Hsbc Bank Canada July 2010 - Present
Education
Concordia University 2012 — 2015
Master of Arts (M.A.), Economics
Carleton University 2004 — 2009
Bachelor of Arts (B.A.) Honours, Major in Economics
HSBC Retail Banking and Wealth Management August 2010 - Present
HSBC August 2010 - August 2012
HSBC BANK USA NA January 2005 - August 2009
Valley National Bank January 2002 - January 2005
Skills
Excellent customer..., Great listener and..., Highly Motivated in any..., Retail Banking, Loans, Mortgage Lending, Branch Banking, Cash Management, Portfolio Management, Relationship Management, Management, Banking, Finance, Investments, Series 7
Education
NIIT INDIA 1989 — 1991
SYSTEM MANAGEMENT, COMPUTERS
Annamalai University 1986 — 1989
Bsc Maths Major, Physics, chemistry
AvantCredit August 2014 - Present
HSBC Retail Banking and Wealth Management September 2012 - August 2014
HSBC March 2010 - August 2012
HSBC February 2008 - February 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Team Management, Project Management, System Implementations, Process Improvement, Investor Relations..., Project Economics..., Corporate Accounting, Microsoft Excel, PowerPoint, Visual Basic, TM1, Essbase, SQL, Corporate Finance
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Finance, General
New York Life Insurance Company June 2015 - Present
HSBC Retail Banking and Wealth Management 2014 - Present
Education
Iona College 2010 — 2013
Iona College
TD May 2004 - Present
TD February 2000 - May 2004
M & T Bank January 1993 - February 2000
M & T Bank July 1988 - January 1993
HSBC Retail Banking and Wealth Management July 1985 - June 1988
Skills
Banking, Retail Banking, Loans, Fundraising, Public Speaking, Non-profits, Strategic Planning, Consumer Lending, Portfolio Management, Risk Management, Financial Analysis, Microsoft Office, Estate Planning, Customer Service, Research, Public Relations, Strategic Communications, Strategic Leadership, Corporate Governance, Foundations, Commercial Banking, Philanthropy, Small Business, Nonprofits
Education
Duke Fuqua School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Williams College 1977 — 1981
Bachelor of Arts (B.A.), History
City National Bank September 2012 - Present
TD November 2003 - September 2012
HSBC Retail Banking and Wealth Management January 2001 - November 2003
Citi July 1999 - January 2001
Champion Mortgage Inc May 1997 - July 1999
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Small Business Lending, Portfolio Management, Loans, Wealth Management, Investments, Financial Analysis, Asset Based Lending, Asset Management, Credit Analysis, Consumer Lending, Wealth Management..., Cash Management, Trade Services, Letters of Credit, Business Development
Education
Consumer Bankers Association - Graduate Certificate Program 2002 — 2005
Graduate Certificate Program, Banking, Lending and Bank Management at C-Suite level
Johnson & Wales University 1989 — 1990
Business Administration and Management, Marketing
HSBC Retail Banking and Wealth Management February 2015 - Present
HSBC Technology and Services N.A. February 2013 - February 2015
HSBC Mortgage Corp. May 2010 - February 2013
HSBC Mortgage Corp. June 2005 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Planning, Banking, Management, Testing, Vendor Management
Education
Art Institute of Pittsburgh 2000 — 2002
Associate of Science (A.S.), Digital Filmmaking & Video Production
HSBC Retail Banking and Wealth Management July 2014 - Present
HSBC Retail Banking and Wealth Management April 2009 - June 2014
Skills
Retail Banking, Investments, Insurance, Mortgage Lending
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.7
HSBC Retail Banking and Wealth Management September 2014 - Present
MetroPCS May 2010 - August 2014
MLT Jewelry store October 2009 - May 2010
Skills
Spanish-speaking, Cantonese, Mandarin, Multi Tasking, Highly Organized &..., Retail, Sales, Customer Service, Store Management, Customer Experience, Time Management, Customer Satisfaction
Education
Borough of Manhattan Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
HSBC Retail Banking and Wealth Management July 2005 - Present
Education
Erie Community College
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal
Prudential Hong Kong August 2014 - August 2014
HSBC Retail Banking and Wealth Management July 2014 - July 2014
Education
Boston University - School of Management 2013 — 2017
Main Street Radiology August 2015 - Present
HSBC Retail Banking and Wealth Management October 2005 - August 2015
Starbucks February 1999 - October 2005
Skills
Diagnostic Ultrasound, Customer Relations, CPR Certified, NYS Notary Public, Management, Microsoft Word, Microsoft Excel, Hiring, New Hire Training
Education
Sanford-Brown Institute-Garden City 2013 — 2015
Diagnostic Medical Ultrasound Certificate, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
City University of New York-Brooklyn College 2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Santander Investment Services January 2015 - Present
HSBC Retail Banking and Wealth Management December 2013 - January 2015
Skills
Banking, Microsoft Office, Risk Management, Financial Analysis, Investments, Business Analysis, Portfolio Management, Strategic Planning, Finance, Financial Services
Education
Boston University 1977 — 1981
BS bachelor of science, communications
Bank of America March 2015 - Present
HSBC Retail Banking and Wealth Management June 2011 - March 2015
Chase August 2007 - June 2009
Skills
Anti Money Laundering, Customer Experience, Customer Service, Branch Operation, Branch Banking, Regulatory Compliance, Banking, Retail Banking, Loans, Mortgage Lending, Financial Services, Consumer Lending, Commercial Banking, Financial Risk
Education
LaGuardia Community College 2004 — 2006
TD Ameritrade June 2015 - Present
HSBC Retail Banking and Wealth Management July 2013 - May 2015
Charles Schwab April 2012 - July 2013
Charles Schwab September 2008 - April 2012
Wells Fargo July 2007 - September 2008
Wells Fargo July 2005 - May 2007
Wells Fargo May 2003 - July 2005
Skills
Investments, Mortgage Lending, Financial Services, Relationship Management, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Finance, Financial Planning, Investment Strategies, Risk Management, Banking, Loans, Investment Advisory, Asset Management, Equities, Credit
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC), Investments and Securities
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Investments and Securities
La Salle Military Academy
High School
HSBC Retail Banking and Wealth Management
Education
Capilano University
Bachelor of Business Administration (B.B.A.)
HSBC Retail Banking and Wealth Management April 2013 - Present
HSBC Investment Funds (Canada) Inc. April 2013 - Present
Grosse Nouille Restaurant January 2008 - October 2014
HSBC Retail Banking and Wealth Management November 2012 - April 2013
Skills
Customer Service, Sales, Wealth Management, Investments, Mutual Funds, Credit, Finance, Retail Banking, Mortgage Lending, Relationship Management, Banking, Financial Services, Loans, Personal Finance, Portfolio Management, Financial Advisory
Education
Concordia University 2009 — 2012
Bachelor of Commerce: Major Finance
Vanier College 2006 — 2008
Diploma – Social Science Commerce Program