HSBC Retail Banking and Wealth Management

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HSBC Retail Banking and Wealth Management Employees

Employee
Years
Job
Industry
Ruby Xiaobo Shi Ruby Xiaobo Shi Greater New York City Area Details
Ruby Xiaobo Shi's HSBC Retail Banking and Wealth Management Experience November 2011 - January 2012
Job Financial Modeling Analyst at Moody's Analytics
Industry Financial Services
Experience
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

Amy M Lindquist Amy M Lindquist Buffalo/Niagara, New York Area Details
Amy M Lindquist's HSBC Retail Banking and Wealth Management Experience 2014 - Present
Job Vice President, Project Manager at HSBC Bank, USA NA
Industry Banking
Experience
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

Lujia (Catherine) Yang Lujia (Catherine) Yang Wilmington, Delaware Details
Lujia (Catherine) Yang's HSBC Retail Banking and Wealth Management Experience September 2010 - November 2010
Job Risk Analyst at Sallie Mae
Industry Financial Services
Experience
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

Ian Sadlocha Ian Sadlocha Jensen Beach, Florida Details
Ian Sadlocha's HSBC Retail Banking and Wealth Management Experience April 2009 - July 2009
Job Mathematics Teacher at Dr. David L. Anderson Middle School
Industry Higher Education
Experience
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

Joel Mesina Joel Mesina New York, New York Details
Joel Mesina's HSBC Retail Banking and Wealth Management Experience September 2011 - February 2013
Job Account Coordinator, SEO at Mason Interactive
Industry Marketing and Advertising
Experience
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.

Christine Corsa del Rio Christine Corsa del Rio West Palm Beach, Florida Area Details
Christine Corsa del Rio's HSBC Retail Banking and Wealth Management Experience October 2013 - Present
Job HSBC Global Banking and Markets
Industry Financial Services
Experience
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

Shuyi Li Shuyi Li Greater Boston Area Details
Shuyi Li's HSBC Retail Banking and Wealth Management Experience February 2015 - Present
Job Assistant Manager Decision Analytics at HSBC Technology & Service ( China) Limitied
Industry Financial Services
Experience
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

Ziye Lu Ziye Lu Toronto, Canada Area Details
Ziye Lu's HSBC Retail Banking and Wealth Management Experience February 2014 - April 2014
Job A Quantitative Mindset seeking opportunities in Finance Industry
Industry Financial Services
Experience
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

Halima Brown Halima Brown Cape Coral, Florida Details
Halima Brown's HSBC Retail Banking and Wealth Management Experience March 2009 - September 2010
Job Student at KU
Industry Higher Education
Experience
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

Shaleen Sharma Shaleen Sharma Toronto, Canada Area Details
Shaleen Sharma's HSBC Retail Banking and Wealth Management Experience December 2014 - Present
Job Senior Associate at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Jesus Reyes Jesus Reyes Greater New York City Area Details
Jesus Reyes's HSBC Retail Banking and Wealth Management Experience October 2007 - March 2011
Job Senior Associate at HSBC Global Banking and Markets
Industry Banking
Experience
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

Christopher Zastrow Christopher Zastrow Buffalo/Niagara, New York Area Details
Christopher Zastrow's HSBC Retail Banking and Wealth Management Experience March 2011 - September 2011
Job Asset Protection Specialist
Industry Consumer Electronics
Experience
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

Dr. Arindam Sen, PhD Dr. Arindam Sen, PhD Greater Chicago Area Details
Dr. Arindam Sen, PhD's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job AVP at HSBC
Industry Banking
Experience
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

Rosa Serrano, CPC-A Rosa Serrano, CPC-A Buffalo, New York Details
Rosa Serrano, CPC-A's HSBC Retail Banking and Wealth Management Experience August 2008 - October 2013
Job Certified Professional Coder
Industry Hospital & Health Care
Experience
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

Etienne Marchou Etienne Marchou Montreal, Canada Area Details
Etienne Marchou's HSBC Retail Banking and Wealth Management Experience February 2014 - Present
Job HSBC BANK CANADA
Industry Investment Management
Experience
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

Sai Saranya Ramamoorthy Sai Saranya Ramamoorthy Buffalo/Niagara, New York Area Details
Sai Saranya Ramamoorthy's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job Marketing Strategy Analyst at HSBC USA
Industry Information Technology and Services
Experience
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

Maura Edwards Maura Edwards Bronx, New York Details
Maura Edwards's HSBC Retail Banking and Wealth Management Experience May 2008 - July 2012
Job Currently pursuing a B.S. In Nursing
Industry Hospital & Health Care
Experience
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

Alexsandria San Antonio Alexsandria San Antonio Miami, Florida Details
Alexsandria San Antonio's HSBC Retail Banking and Wealth Management Experience April 2014 - Present
Job at
Industry Banking
Experience
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

Emil Manzano Emil Manzano New York, New York Details
Emil Manzano's HSBC Retail Banking and Wealth Management Experience May 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
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

Dawei Lin Dawei Lin Ithaca, New York Area Details
Dawei Lin's HSBC Retail Banking and Wealth Management Experience June 2014 - August 2014
Job RBWM Graduate Development Program Trainee at HSBC
Industry Financial Services
Experience
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

Lauren Carollo Lauren Carollo Greater New York City Area Details
Lauren Carollo's HSBC Retail Banking and Wealth Management Experience February 2014 - Present
Job VP Cluster Branch Manager at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Ivanina Mincheva Ivanina Mincheva Montreal, Canada Area Details
Ivanina Mincheva's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job Student at Concordia University
Industry Financial Services
Experience
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

Wasif H. Khan Wasif H. Khan Buffalo/Niagara, New York Area Details
Wasif H. Khan's HSBC Retail Banking and Wealth Management Experience April 2013 - Present
Job VP Regulatory & Control Issues Remediation, Internal Control at HSBC
Industry Banking
Experience
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

Jacquelin Lord Jacquelin Lord Buffalo, New York Details
Jacquelin Lord's HSBC Retail Banking and Wealth Management Experience February 2004 - Present
Job GSU Documentation & Change Control Manager at HSBC Bank USA NA
Industry Banking
Experience
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

Raghav Prasad Raghav Prasad Buffalo, New York Details
Raghav Prasad's HSBC Retail Banking and Wealth Management Experience December 2013 - Present
Job Experienced Business Strategy and Analytics Leader
Industry Financial Services
Experience
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

Eddie Garay Eddie Garay Brandon, Florida Details
Eddie Garay's HSBC Retail Banking and Wealth Management Experience October 2013 - Present
Job Business Analyst at HSBC Bank USA
Industry Banking
Experience
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

nicholas decillis nicholas decillis Brooklyn, New York Details
nicholas decillis's HSBC Retail Banking and Wealth Management Experience Work from Home.Basicly a RetireeJune 2010 - Present
Job Manager at JP Morgan FCS
Industry Banking
Experience
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

Michelle (Xinyi) Long Michelle (Xinyi) Long Greater Boston Area Details
Michelle (Xinyi) Long's HSBC Retail Banking and Wealth Management Experience October 2013 - July 2014
Job Boston College Master of Science in Accounting candidate. Class of 2016
Industry Accounting
Experience
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

Lin Cheng Lin Cheng Arlington, Virginia Details
Lin Cheng's HSBC Retail Banking and Wealth Management Experience March 2013 - June 2013
Job Business Analyst at Freddie Mac
Industry
Experience
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

James Milani James Milani Centereach, New York Details
James Milani's HSBC Retail Banking and Wealth Management Experience January 2015 - Present
Job Branch Relationship Manager at HSBC Retail Banking and Wealth Management
Industry Food & Beverages
Experience
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

Jayaram Gurumurthy Jayaram Gurumurthy Jersey City, New Jersey Details
Jayaram Gurumurthy's HSBC Retail Banking and Wealth Management Experience September 2012 - Present
Job Business Requirements Analyst at HSBC Retail Banking and Wealth Management
Industry Information Technology and Services
Experience
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

Alexander Gurman Alexander Gurman Greater New York City Area Details
Alexander Gurman's HSBC Retail Banking and Wealth Management Experience 2015 - Present
Job Financial Wealth Advisor at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Christopher Brzyski Christopher Brzyski Buffalo, New York Details
Christopher Brzyski's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job Student at Bentley University
Industry Financial Services
Experience
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

Dwane Brewster Dwane Brewster Greater New York City Area Details
Dwane Brewster's HSBC Retail Banking and Wealth Management Experience February 2015 - Present
Job Relationship Banker at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

John Huddleston John Huddleston Colorado Springs, Colorado Area Details
John Huddleston's HSBC Retail Banking and Wealth Management Experience July 2003 - May 2004
Job Manager Fidelity Investments
Industry Investment Management
Experience
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

Andrew Napp Andrew Napp Greater New York City Area Details
Andrew Napp's HSBC Retail Banking and Wealth Management Experience 2014 - Present
Job Head of Product Marketing at HSBC Retail Banking and Wealth Management for North America
Industry Financial Services
Experience
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

Alonna Atterbury Alonna Atterbury Greater New York City Area Details
Alonna Atterbury's HSBC Retail Banking and Wealth Management Experience June 2014 - April 2015
Job Internal Communications Analyst at BlackRock
Industry Public Relations and Communications
Experience
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

Zili Wang Zili Wang Waterville, Maine Details
Zili Wang's HSBC Retail Banking and Wealth Management Experience July 2012 - August 2012
Job Senior at Colby College
Industry Banking
Experience
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

Gaspare Cintorrino Gaspare Cintorrino Greater New York City Area Details
Gaspare Cintorrino's HSBC Retail Banking and Wealth Management Experience April 2012 - Present
Job Sales Quality Reviewer Wealth
Industry Financial Services
Experience
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

Carol Jenkins Carol Jenkins Greater Los Angeles Area Details
Carol Jenkins's HSBC Retail Banking and Wealth Management Experience June 2013 - Present
Job Vice President AML Field Officer
Industry Banking
Experience
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

Christopher Klein Christopher Klein Greater New York City Area Details
Christopher Klein's HSBC Retail Banking and Wealth Management Experience July 2014 - Present
Job Premier Mortgage Consultant at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Christine Socasau Christine Socasau Vancouver, Canada Area Details
Christine Socasau's HSBC Retail Banking and Wealth Management Experience February 2014 - Present
Job Wealth Insights & Communications Lead at HSBC Bank Canada
Industry Financial Services
Experience
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

My Bui My Bui Easton, Pennsylvania Details
My Bui's HSBC Retail Banking and Wealth Management Experience June 2015 - August 2015
Job Gateway Ambassador at Lafayette College Career Services
Industry Financial Services
Experience
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

Ernest A. Colón II Ernest A. Colón II Vestal, New York Details
Ernest A. Colón II's HSBC Retail Banking and Wealth Management Experience October 2005 - August 2009
Job Senior Retirement Consultant at Lincoln Financial Group
Industry Financial Services
Experience
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

Alex Zhorov Alex Zhorov Greater New York City Area Details
Alex Zhorov's HSBC Retail Banking and Wealth Management Experience July 2014 - Present
Job Vice President Senior Branch Manager at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

Mary Ellen Oare Mary Ellen Oare Hamburg, New York Details
Mary Ellen Oare's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job Senior Vice President at HSBC Bank US
Industry Financial Services
Experience
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

Deidre Yiu Deidre Yiu Los Angeles, California Details
Deidre Yiu's HSBC Retail Banking and Wealth Management Experience June 2014 - August 2014
Job Staff Consultant at Capgemini
Industry
Experience
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

(Tony) Jian Zhu (Tony) Jian Zhu Greater New York City Area Details
(Tony) Jian Zhu's HSBC Retail Banking and Wealth Management Experience December 2014 - Present
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
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

Sebastiano Di Pietro Sebastiano Di Pietro Montreal, Canada Area Details
Sebastiano Di Pietro's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job Loss Mitigation Specialist at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Victor Melnik Victor Melnik San Diego, California Details
Victor Melnik's HSBC Retail Banking and Wealth Management Experience 2009 - 2012
Job VP, Retail Banking at AmericanWest Bank
Industry Banking
Experience
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

Samantha LeBlanc Samantha LeBlanc Washington, District Of Columbia Details
Samantha LeBlanc's HSBC Retail Banking and Wealth Management Experience June 2014 - August 2014
Job Portfolio Administrator at The Edgar Lomax Fund
Industry Financial Services
Experience
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

Cody Guyer Cody Guyer New Enterprise, Pennsylvania Details
Cody Guyer's HSBC Retail Banking and Wealth Management Experience June 2015 - August 2015
Job Senior at American University
Industry Market Research
Experience
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

Alyssa Hutchison Alyssa Hutchison Phoenix, Arizona Details
Alyssa Hutchison's HSBC Retail Banking and Wealth Management Experience June 2004 - November 2005
Job Director at USAA
Industry Financial Services
Experience
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

Sandra Z. Zhao Sandra Z. Zhao Greater Pittsburgh Area Details
Sandra Z. Zhao's HSBC Retail Banking and Wealth Management Experience February 2012 - March 2012
Job Carnegie Mellon University Graduate Teaching Assistant
Industry Public Policy
Experience
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

Jessica Heberling (Bunker) Jessica Heberling (Bunker) Chicago, Illinois Details
Jessica Heberling (Bunker)'s HSBC Retail Banking and Wealth Management Experience September 2007 - August 2008
Job Corporate Trainer at U.S. Bank
Industry Banking
Experience
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

Kevin Newman Kevin Newman New Canaan, Connecticut Details
Kevin Newman's HSBC Retail Banking and Wealth Management Experience January 2014 - Present
Job Head of RBWM North America at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

Vincent DiTaranto Vincent DiTaranto Greater New York City Area Details
Vincent DiTaranto's HSBC Retail Banking and Wealth Management Experience August 2009 - February 2011
Job ETF Sales and Distribution
Industry Investment Management
Experience
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

Miguel A. Salgado Miguel A. Salgado Greater New York City Area Details
Miguel A. Salgado's HSBC Retail Banking and Wealth Management Experience February 2014 - Present
Job Client Relationship Expert • Advertising Enthusiast • Thought Leader • Curious? Read On!
Industry Marketing and Advertising
Experience
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

sheneka Taylor sheneka Taylor Bronx, New York Details
sheneka Taylor's HSBC Retail Banking and Wealth Management Experience January 2014 - Present
Job Customer Service Representative at HSBC Retail Banking and Wealth Management
Industry Education Management
Experience
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

Damon Do Damon Do Vancouver, Canada Area Details
Damon Do's HSBC Retail Banking and Wealth Management Experience January 2010 - September 2011
Job Sales and Marketing Specialist
Industry Marketing and Advertising
Experience
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

Vincent (Oleniak) Casale Vincent (Oleniak) Casale Greater New York City Area Details
Vincent (Oleniak) Casale's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job VICE PRESIDENT PREMIER RELATIONSHIP MANAGER
Industry Financial Services
Experience
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

Steffan Morris, CFA Steffan Morris, CFA Toronto, Canada Area Details
Steffan Morris, CFA's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job Investment Counsellor at HSBC Retail Banking and Wealth Management
Industry Investment Management
Experience
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

Al Cuevas Al Cuevas Norfolk, Virginia Area Details
Al Cuevas's HSBC Retail Banking and Wealth Management Experience February 2005 - October 2011
Job Wireless Expert, Verizon
Industry Information Technology and Services
Experience
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

Edgard Paredes Jr. Edgard Paredes Jr. Miami, Florida Details
Edgard Paredes Jr.'s HSBC Retail Banking and Wealth Management Experience December 2008 - October 2013
Job Chief Operating Officer / Chief Financial Officer at RhinoCo Fitness
Industry Health, Wellness and Fitness
Experience
RhinoCo Fitness   November 2013 - Present
HSBC Retail Banking and Wealth Management   December 2008 - October 2013

Education
Florida International University
Finance, General

Karen Bessel DiGiacomo, CCP Karen Bessel DiGiacomo, CCP Raleigh, North Carolina Details
Karen Bessel DiGiacomo, CCP's HSBC Retail Banking and Wealth Management Experience January 2004 - November 2005
Job Compensation Analyst at North Carolina Administrative Office of the Courts
Industry Government Administration
Experience
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

Calvin Coleman Calvin Coleman Greater Chicago Area Details
Calvin Coleman's HSBC Retail Banking and Wealth Management Experience January 2008 - September 2010
Job Treasury Services Senior Advisor
Industry Financial Services
Experience
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

Herman Van den Brandt Herman Van den Brandt Greater Philadelphia Area Details
Herman Van den Brandt's HSBC Retail Banking and Wealth Management Experience November 2009 - July 2010
Job Fashion, corporate and wedding freelance photographer/film maker at V.Brandt Media
Industry Photography
Experience
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

Ziwei Luo Ziwei Luo Hartford, Connecticut Details
Ziwei Luo's HSBC Retail Banking and Wealth Management Experience July 2012 - August 2012
Job Student at The University of Connecticut
Industry Financial Services
Experience
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

Adrienne Rivers Adrienne Rivers Tampa/St. Petersburg, Florida Area Details
Adrienne Rivers's HSBC Retail Banking and Wealth Management Experience November 2013 - Present
Job Sr. Mortgage Servicing Specialist
Industry Financial Services
Experience
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

Jiayan Wu Jiayan Wu Santa Clara, California Details
Jiayan Wu's HSBC Retail Banking and Wealth Management Experience March 2007 - December 2013
Job Network Optimization Manager at HSBC
Industry Financial Services
Experience
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

Natalia Kirilova Natalia Kirilova Greater New York City Area Details
Natalia Kirilova's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job Summer Intern at HSBC Retail Banking and Wealth Management
Industry Legal Services
Experience
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

Fred Song Ph.D Fred Song Ph.D Tampa/St. Petersburg, Florida Area Details
Fred Song Ph.D's HSBC Retail Banking and Wealth Management Experience June 2008 - June 2012
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)

Riadh M'barek Riadh M'barek Montreal, Canada Area Details
Riadh M'barek's HSBC Retail Banking and Wealth Management Experience February 2011 - July 2014
Job Large Corporate Banking Analyst at HSBC Commercial Banking
Industry Banking
Experience
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

Daryl Shiromoto Daryl Shiromoto Greater Los Angeles Area Details
Daryl Shiromoto's HSBC Retail Banking and Wealth Management Experience March 2015 - Present
Job Relationship Banker at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

Thiru Yogiraj Thiru Yogiraj Toronto, Canada Area Details
Thiru Yogiraj's HSBC Retail Banking and Wealth Management Experience June 2005 - April 2007
Job Corporate Relationship Support Manager at HSBC Bank Canada
Industry Financial Services
Experience
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

Alexandra Kirby Alexandra Kirby New York, New York Details
Alexandra Kirby's HSBC Retail Banking and Wealth Management Experience February 2014 - August 2014
Job Global Trade Analyst, Commercial Bank Sales at HSBC
Industry Financial Services
Experience
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

Ziwei (Linda) Li, CFP Ziwei (Linda) Li, CFP Bloomington, Indiana Details
Ziwei (Linda) Li, CFP's HSBC Retail Banking and Wealth Management Experience March 2011 - May 2014
Job MBA Kelley School of Business majoring in Finance and Business Analytics
Industry Financial Services
Experience
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

Linda G. Banks, MBA Linda G. Banks, MBA Buffalo, New York Details
Linda G. Banks, MBA's HSBC Retail Banking and Wealth Management Experience 1999 - 2011
Job Registered Representative at AXA Advisors
Industry Financial Services
Experience
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

Will McMorrow Will McMorrow Buffalo/Niagara, New York Area Details
Will McMorrow's HSBC Retail Banking and Wealth Management Experience June 2015 - Present
Job KYC/EDD Central Account Review Analyst
Industry Financial Services
Experience
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

Kevin Shaw, CFP® Kevin Shaw, CFP® Washington D.C. Metro Area Details
Kevin Shaw, CFP®'s HSBC Retail Banking and Wealth Management Experience July 2015 - Present
Job Senior Vice President, MidAtlantic Area Manager at HSBC
Industry Financial Services
Experience
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

Christopher Guarino Christopher Guarino Greater New York City Area Details
Christopher Guarino's HSBC Retail Banking and Wealth Management Experience July 2008 - November 2009
Job
Industry Investment Management
Experience
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

Honey Guzman Honey Guzman New York, New York Details
Honey Guzman's HSBC Retail Banking and Wealth Management Experience February 2013 - December 2014
Job Consultant at HSBC
Industry Financial Services
Experience
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

Cordell Brown Cordell Brown Midlothian, Virginia Details
Cordell Brown's HSBC Retail Banking and Wealth Management Experience March 2007 - June 2008
Job Branch Manager at Woodforest National Bank
Industry Banking
Experience
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

Angela Devlin Angela Devlin Tonawanda, New York Details
Angela Devlin's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job Premier Client Consultant at HSBC Bank USA
Industry Banking
Experience
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

Mimi Lin Mimi Lin Greater Los Angeles Area Details
Mimi Lin's HSBC Retail Banking and Wealth Management Experience July 2015 - Present
Job Premier Mortgage Consultant
Industry Banking
Experience
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

Tim Fronczak Tim Fronczak Greater Chicago Area Details
Tim Fronczak's HSBC Retail Banking and Wealth Management Experience May 2014 - Present
Job VP, Sr. Manager Financial & Business Analysis at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

Chris Au-Yeung Chris Au-Yeung Toronto, Canada Area Details
Chris Au-Yeung's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job Senior Manager, Wealth Development at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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.)

Olufemi Ijandipe Olufemi Ijandipe Jersey City, New Jersey Details
Olufemi Ijandipe's HSBC Retail Banking and Wealth Management Experience October 2014 - Present
Job Licensed Relationship Banker at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

Michelle Buttitta Michelle Buttitta Greater New York City Area Details
Michelle Buttitta's HSBC Retail Banking and Wealth Management Experience January 2006 - April 2007
Job Business Relationship Manager
Industry Financial Services
Experience
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.)

Amit Beesen Amit Beesen Greater New York City Area Details
Amit Beesen's HSBC Retail Banking and Wealth Management Experience 2013 - 2015
Job Payments Executive
Industry Financial Services
Experience
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

Ni Ni Mar Ni Ni Mar Greater Los Angeles Area Details
Ni Ni Mar's HSBC Retail Banking and Wealth Management Experience September 2014 - September 2015
Job Vice President/Branch Manager at East West Bank
Industry Banking
Experience
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

Tarrill Baker Tarrill Baker Chicago, Illinois Details
Tarrill Baker's HSBC Retail Banking and Wealth Management Experience August 2015 - Present
Job Global Head Data Transformation at HSBC RBWM
Industry Financial Services
Experience
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

Derrick Moss Derrick Moss Houston, Texas Area Details
Derrick Moss's HSBC Retail Banking and Wealth Management Experience December 2006 - March 2009
Job Sales/ Lease Consultant at Clear Lake Infiniti
Industry Automotive
Experience
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

Timothy Squire Timothy Squire Rochester, New York Area Details
Timothy Squire's HSBC Retail Banking and Wealth Management Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Jennie Lee Jennie Lee Greater New York City Area Details
Jennie Lee's HSBC Retail Banking and Wealth Management Experience June 1995 - July 1995
Job Vice President at Deutsche Bank
Industry Banking
Experience
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

Margaret Adaniel Margaret Adaniel Toronto, Canada Area Details
Margaret Adaniel's HSBC Retail Banking and Wealth Management Experience December 2011 - Present
Job Vice President Marketing and Head of Planning and Effectiveness, North America
Industry Financial Services
Experience
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

Clarence Sandy Clarence Sandy Greater New York City Area Details
Clarence Sandy's HSBC Retail Banking and Wealth Management Experience January 2013 - Present
Job AML Quality Assurance Manager at HSBC Retail Banking and Wealth Management
Industry Banking
Experience
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

Daniel C. Shaughnessy Daniel C. Shaughnessy Greater New York City Area Details
Daniel C. Shaughnessy's HSBC Retail Banking and Wealth Management Experience 2003 - 2008
Job Senior Director, BNY Mellon Wealth Management
Industry Individual & Family Services
Experience
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

Alan Koepplin Alan Koepplin Greater New York City Area Details
Alan Koepplin's HSBC Retail Banking and Wealth Management Experience March 2013 - May 2014
Job CEO/CIO Koepplin Family Trust
Industry Investment Management
Experience
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

Amin Vargha Amin Vargha Greater Chicago Area Details
Amin Vargha's HSBC Retail Banking and Wealth Management Experience October 2007 - December 2007
Job Experienced MBA in Asset Management and Sales
Industry Financial Services
Experience
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

Ricardo Ramirez de la ESPRIELLA Ricardo Ramirez de la ESPRIELLA Miami, Florida Details
Ricardo Ramirez de la ESPRIELLA's HSBC Retail Banking and Wealth Management Experience September 2012 - Present
Job Vice President Premier Relationship Manager HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Connie Leung Connie Leung Vancouver, Canada Area Details
Connie Leung's HSBC Retail Banking and Wealth Management Experience December 2011 - March 2014
Job Head of Client Propositions at HSBC Global Asset Management
Industry Marketing and Advertising
Experience
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

Malay Munian Malay Munian Franklin, Wisconsin Details
Malay Munian's HSBC Retail Banking and Wealth Management Experience December 2013 - January 2015
Job Scrum Master at Northwestern Mutual
Industry Insurance
Experience
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

Lorann Basile Lorann Basile Greater New York City Area Details
Lorann Basile's HSBC Retail Banking and Wealth Management Experience February 1984 - July 2012
Job Head Teller at Citi
Industry Food & Beverages
Experience
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

Arjun Devarajan Arjun Devarajan Greater Boston Area Details
Arjun Devarajan's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job Assistant Manager at HSBC Retail Banking and Wealth Management
Industry Investment Management
Experience
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

Nancy Savaris Nancy Savaris Vancouver, Canada Area Details
Nancy Savaris's HSBC Retail Banking and Wealth Management Experience June 2001 - May 2007
Job Proj mgr at hsbc
Industry Banking
Experience
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

Nabil Abrous Nabil Abrous Montreal, Canada Area Details
Nabil Abrous's HSBC Retail Banking and Wealth Management Experience August 2014 - Present
Job Quality Analyst at Hsbc Bank Canada
Industry Banking
Experience
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

Kamal Malhotra Kamal Malhotra Greater New York City Area Details
Kamal Malhotra's HSBC Retail Banking and Wealth Management Experience August 2010 - Present
Job VP Sr Premier Relationship Manager at HSBC
Industry Financial Services
Experience
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

Kevin Friedrich Kevin Friedrich Buffalo Grove, Illinois Details
Kevin Friedrich's HSBC Retail Banking and Wealth Management Experience September 2012 - August 2014
Job Finance Manager at AvantCredit
Industry Financial Services
Experience
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

Angelo Scialabba Angelo Scialabba Eastchester, New York Details
Angelo Scialabba's HSBC Retail Banking and Wealth Management Experience 2014 - Present
Job Student at Iona College
Industry
Experience
New York Life Insurance Company  June 2015 - Present
HSBC Retail Banking and Wealth Management   2014 - Present

Education
Iona College   2010 — 2013

Iona College

Michael Rayder, Jr. Michael Rayder, Jr. Portland, Maine Area Details
Michael Rayder, Jr.'s HSBC Retail Banking and Wealth Management Experience July 1985 - June 1988
Job Charitable Foundation Manager at TD
Industry Banking
Experience
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

Mark Gusinov Mark Gusinov New York, New York Details
Mark Gusinov's HSBC Retail Banking and Wealth Management Experience January 2001 - November 2003
Job SVP/Market Manager Core Banking Division at City National Bank
Industry Banking
Experience
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

Joseph Ernst Joseph Ernst Buffalo/Niagara, New York Area Details
Joseph Ernst's HSBC Retail Banking and Wealth Management Experience February 2015 - Present
Job Senior Mortgage Oversight Specialist Vendor Management at HSBC Bank N.A.
Industry Banking
Experience
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

Kit Yuen Kit Yuen Fort Lee, New Jersey Details
Kit Yuen's HSBC Retail Banking and Wealth Management Experience July 2014 - Present
Job Premier Relationship Manager at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
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

Ana Wong Fiy Ana Wong Fiy Brooklyn, New York Details
Ana Wong Fiy's HSBC Retail Banking and Wealth Management Experience September 2014 - Present
Job Retail store manager at MetroPCS
Industry Telecommunications
Experience
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

Latisha Bailey Latisha Bailey Buffalo/Niagara, New York Area Details
Latisha Bailey's HSBC Retail Banking and Wealth Management Experience July 2005 - Present
Job
Industry Banking
Experience
HSBC Retail Banking and Wealth Management   July 2005 - Present

Education
Erie Community College
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal

Jiaying Fu Jiaying Fu Brookline, Massachusetts Details
Jiaying Fu's HSBC Retail Banking and Wealth Management Experience July 2014 - July 2014
Job Student at Boston University School of Management
Industry
Experience
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

Gillian Samuel Gillian Samuel Bellmore, New York Details
Gillian Samuel's HSBC Retail Banking and Wealth Management Experience October 2005 - August 2015
Job Ultrasound Technologist at Main Street Radiology
Industry Hospital & Health Care
Experience
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

Peter Dubin Peter Dubin Brooklyn, New York Details
Peter Dubin's HSBC Retail Banking and Wealth Management Experience December 2013 - January 2015
Job Vice President Financial Advisor Santander Investment Services
Industry Financial Services
Experience
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

Krystal Blanchard Krystal Blanchard Tampa, Florida Details
Krystal Blanchard's HSBC Retail Banking and Wealth Management Experience June 2011 - March 2015
Job
Industry Banking
Experience
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

Robert Sforza AAMS®, CMFC® Robert Sforza AAMS®, CMFC® Greater New York City Area Details
Robert Sforza AAMS®, CMFC®'s HSBC Retail Banking and Wealth Management Experience July 2013 - May 2015
Job TD Ameritrade Investment Consultant
Industry Financial Services
Experience
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

Christine Luu Christine Luu Vancouver, Canada Area Details
Christine Luu's HSBC Retail Banking and Wealth Management Experience
Job Account manager at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  

Education
Capilano University
Bachelor of Business Administration (B.B.A.)

Hon-Lam Yu Hon-Lam Yu Montreal, Canada Area Details
Hon-Lam Yu's HSBC Retail Banking and Wealth Management Experience April 2013 - Present
Job Financial Advisor / Relationship Manager
Industry Financial Services
Experience
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

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