Experience
HSBC Retail Banking and Wealth Management   June 2014 - Present
TD Bank  March 2010 - Present
TD Mutual Funds  March 2005 - March 2010
TD Future Builder / TD Waterhouse   March 1999 - March 2005

Skills
Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Credit Risk, Commercial Lending, Mortgage Banking, Loan Origination, Portfolio Management, Refinance, Relationship Management, Residential Mortgages, Wealth Management, Mutual Funds, Risk Management, Investments

Education
Seneca College of Applied Arts and Technology
Business Administration Diploma, Finance and Financial Management Services

Experience
First Niagara Bank  May 2012 - Present
HSBC Retail Banking and Wealth Management   July 2007 - May 2012
Wegmans Food Markets  March 1996 - January 2008

Skills
Customer Service, Banking, Credit, Risk Management, Sales, Retail Banking, Team Building, Team Management, Project Management, Commercial Banking

Education
University at Buffalo, North Tonawanda Highschool

Experience
HSBC Retail Banking and Wealth Management   September 2014 - Present
Mercyhurst University  February 2012 - May 2014
Mercyhurst University  August 2010 - May 2014
Tech Heroes   December 2013 - January 2014
American Income Life Insurance Company- Arias Agencies   May 2013 - August 2013
Honduran Ministry of Finance   June 2012 - August 2012

Skills
Event Planning, PowerPoint, Social Media, Public Speaking, Research, Microsoft Office, Facebook, Fundraising, Microsoft Word, Spanish

Education
Mercyhurst University   2010 — 2014
Finance and Business Economics

Experience
PwC  January 2015 - Present
Temple University  August 2013 - August 2014
The Quintessence Theater Group   September 2013 - March 2014
HSBC Retail Banking and Wealth Management   October 2011 - November 2011
China Securities CO., LTD（CSC) Changsha, China   January 2011 - February 2011

Skills
Financial Analysis, Microsoft Excel, Analysis, Time Management, Strategic Planning, Customer Service, Marketing, PowerPoint, Data Analysis, Budgets, Microsoft Office, Microsoft Word, Program Management, Fundraising, Sales, Higher Education, Finance

Education
Temple University - Fox School of Business and Management   2012 — 2014
Master's Degree, Financial Analysis and Risk Management

IGSS

Experience
uOttawa  September 2013 - Present
HSBC Retail Banking and Wealth Management   August 2013 - August 2014
State Farm  September 2011 - February 2012
Bank of America  January 2011 - August 2011
Abraj International   October 2008 - October 2010
Advanced Management Technology   August 2005 - April 2008
Arab Center for Pharmaceuticals and Chemicals (ACPC)   April 2002 - March 2005
Arab Center for Pharmaceuticals and Chemicals (ACPC)   March 1997 - March 2002
Arab Center for Pharmaceuticals and Chemicals (ACPC)   April 1995 - March 1997
Natural Resources Authority (NRA)   1992 - 1994

Skills
Business Strategy, New Business Development, Strategic Planning, International Trade, Negotiation, Marketing Strategy, Business Planning, Sales Management, International Sales, Business Development, Market Research, Contract Negotiation, Analysis, Project Management, Management, Business Analysis, Training, Team Building

Education
Mastering Business Analysis from Villanova University   2013 — 2013
Mastering Business Analysis, Business Administration, Management and Operations

Thunderbird School of Global Management   2013 — 2013
Certified in Global Oil & Gas Management, Oil and Gas Industry

Yarmouk University , Jordan   1987 — 1992
BSc, Earth Sience and Enviroment

Experience
HSBC Retail Banking and Wealth Management   March 2015 - Present
HSBC Retail Banking and Wealth Management   September 2012 - February 2015
HSBC Retail Banking and Wealth Management   July 2008 - May 2012
Buffalo State College  January 2006 - May 2008
ESPN  October 2007 - October 2007

Skills
Series 6, Series 63, Life & Health Insurance..., Investment Banking, Mutual Funds, HD Camera Operation, Video Editing, Social Media, Editing, Final Cut Pro, PowerPoint, Research, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, Relationship Management, Customer Service, Banking, Risk Management, Portfolio Management, Finance

Education
New York Institute of Technology   2011 — 2013
Masters of Arts, Broadcast Media

State University of New York College at Buffalo   2005 — 2008
Bachelors of Arts, TV Broadcasting

Experience
Savannah College of Art and Design  September 2013 - Present
SCAD - College Media   September 2012 - July 2013
Digisensor Co. ltd - Vietnam   2009 - 2011
British American Tobacco  2008 - 2009
Clipper Indochine   2007 - 2008
HSBC Retail Banking and Wealth Management   2006 - 2007

Education
Savannah College of Art and Design
Master of Arts (M.F.A.), Luxury and Fashion Management, 3.88

Hochiminh International University - Vietnam National University   2004 — 2008
Bachelor of Business Administration, Marketing

Experience
HSBC Retail Banking and Wealth Management   July 2014 - Present
HSBC  July 2013 - July 2014
Montreal Alouettes  August 2012 - July 2013
Guerlain  2009 - 2011

Skills
Public Relations, Event Planning, Customer Service, Event Management, Social Media, Public Speaking, Corporate Communications, Anti Money Laundering, Regulatory Compliance, Banking

Education
McGill University   2012 — 2013
Undergraduate Certificate, Public Relations

Concordia University   2010 — 2012
Undergraduate degree in Arts & Science, Political Science and Government

Experience
M&T Bank  May 2013 - Present
M&T Bank  September 2011 - May 2013
HSBC Retail Banking and Wealth Management   January 2009 - September 2011
HSBC Retail Banking and Wealth Management   June 2008 - January 2009
HSBC Retail Banking and Wealth Management   October 2006 - June 2008

Skills
Relationship Management, Consumer Lending, Banking, Retail Banking, Sales, Portfolio Management, Management, Cross Selling, Commercial Banking, Loans, Credit, Mortgage Lending

Education
State University of New York College at Buffalo
Communications

Experience
HSBC Retail Banking and Wealth Management   June 2014 - August 2014
TitleVest  May 2013 - August 2013
Paradigm Title Agency and The Gulotta Law Firm   May 2012 - July 2012
Woodway Country Club  2010 - 2012
Darien Explorer Post 53   September 2006 - July 2011

Education
University of Connecticut   2011 — 2015
Bachelor's Degree, Finance and Financial Management Services

Experience
Fintegra LLC   2014 - 2015
Fintegra LLC   2014 - 2015
Fintegra LLC   2014 - 2015
Fintegra LLC   2014 - 2015
JPMorgan Chase & Co.   September 2010 - November 2014
HSBC Retail Banking and Wealth Management   September 2007 - September 2010
Chase  September 2005 - July 2007
MetLife  April 2004 - May 2005

Skills
Finance, Investments, Portfolio Management, Financial Analysis, Risk Management, Banking, Equities, Financial Services, Wealth Management, Asset Management

Education
Long Island University   1992 — 1997
Bachelor's degree, Accounting and Finance

Experience
People's United Bank  February 2015 - Present
Astoria Bank  November 2014 - February 2015
HSBC Retail Banking and Wealth Management   March 2012 - November 2014
HSBC Retail Banking and Wealth Management   January 1991 - November 2014
HSBC Retail Banking and Wealth Management   March 2011 - March 2012
HSBC Retail Banking and Wealth Management   January 2005 - March 2011
Republic National Bank  January 1991 - March 2000

Skills
Loan Origination, Sales Hiring, Sales Management, Team Management, Team Leadership, Teamwork, Team Motivation, Educational Leadership, Mortgage Underwriting, Mortgage Processing, Mortgage Compliance, Secondary Mortgage..., Residential Mortgages, Mortgage Lending, Relationship Management

Education
St. Francis College   1986 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Experience
HSBC Retail Banking and Wealth Management   January 2013 - September 2014
HSBC Retail Banking and Wealth Management   January 2011 - January 2013
Exit Kingdom Realty  April 2008 - May 2012

Skills
Investment Properties, Investments, Mortgage Lending, Real Estate, Sales, Asset Management, Banking, Credit, Finance, Financial Analysis, Loans, Negotiation, Portfolio Management, Residential Mortgages, Selling

Education
Penn State University   2002 — 2006
Bachelor's Degree, Administration of Justice

Experience
HSBC Retail Banking and Wealth Management   April 2012 - Present
Union Bank  February 2009 - April 2012
Bank of America  February 2003 - January 2009
Charles Schwab  June 2000 - February 2003

Skills
Foreign National..., Super Jumbo Mortgages, Real Estate, Mortgage Lending, Negotiation, Underwriting, Sales Management, Banking, Expatriate Mortgages, Global Mobility, Account Management, Investors, Real Estate Transactions, Investments, Property, Short Sales, Sales, First Time Home Buyers, Sellers, Referrals, Investment Properties, Marketing, Loans, Credit, Finance, Selling, New Business Development, Portfolio Management, Management, Training, Business Planning, Strategy, Financial Services, Residential Mortgages, Real Estate Financing, Residential Homes, Mortgage Banking, Loan Origination, Commercial Real Estate, Asset Management, Relationship Management

Education
Santa Clara University - Leavey School of Business   2015 — 2016
Certificate of Advanced Accounting Proficiency, Accounting and Finance

San Francisco State University   1996 — 2000
BS, Human Physiology & Chemistry

Experience
BMO Financial Group  2014 - Present
HSBC Retail Banking and Wealth Management   February 2014 - November 2014
Ministry of Government Services  May 2012 - September 2012
Ontario Place  May 2011 - October 2011

Skills
Financial Accounting, Bookkeeping, Account Reconciliation, Tax Preparation, Financial Analysis, Cost Accounting, QuickBooks, Sage 50, Office Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Visio, Outlook, PowerPoint, Lotus Notes, IFRS, HTML, JavaScript, E-file, Caseview, Caseware, Data Entry, Administration, Customer Service, Accounting, Financial Reporting, Banking, Cash Management, Analysis

Education
Ryerson University   2010 — 2013
Bachelor's Degree, Accounting and Finance

Experience
HSBC Retail Banking and Wealth Management   January 2011 - Present
UNICOM Government Inc.  February 2006 - August 2008
CarrAmerica  May 2000 - December 2003

Skills
Banking, Microsoft Office, Management, Retail Banking, Financial Analysis, Credit, Strategic Planning, Relationship Management

Education
University of Maryland College Park   1989 — 1990
Bachelor's Degree, Accounting and Business/Management

Experience
HSBC Retail Banking and Wealth Management   July 2014 - Present
HSBC Retail Banking and Wealth Management   August 2013 - July 2014
HSBC  July 2012 - August 2013
STA Travel  February 2006 - August 2009
Filene's Corporate Office   June 2005 - February 2006
Coit Carpet Cleaners   July 2003 - December 2003
State University of New York Maritime College  June 2002 - August 2002

Skills
Customer Service, Microsoft Office, Spanish, Administrative Support, Residential Mortgages, Foreign Policy, Long-term Customer..., International Finance, Creative Problem Solving, Banking, International Relations, Writing, Telephone Skills, Microsoft Excel, Editing, Research, Advertising, Word, Call Center, Mortgage Lending, Translation, Financial Reporting, Social Media, Financial Services, Travel, PowerPoint, Lotus Notes, Federal & State..., Compliance, Anti Money Laundering, Sales, Microsoft Word

Education
Troy University   2010 — 2011
MSIR, International Relations

University of Seville   2004 — 2004
Spanish, Spanish Language and Literature

University of Pittsburgh   2000 — 2004
B.A., Spanish and Business Administration

Experience
Thistle Communities  July 2012 - June 2013
Citi  2011 - 2012
HSBC Retail Banking and Wealth Management   2010 - 2010
Banco de Costa Rica   2006 - 2006
Sykes  September 2003 - October 2005

Skills
Strategic Planning, Customer Service, AML, Financial Analysis, Microsoft Office, PeopleSoft, Teamwork

Education
Universidad Latinoamericana de Ciencia y Tecnología   2000 — 2007
Bachelor of Business Administration (BBA)

Universidad Latinoamericana de Ciencia y Tecnología   2000 — 2007
Organizational Behavior Major Degree

Experience
HSBC Retail Banking and Wealth Management   2014 - Present
HSBC  April 2011 - February 2014
Alliance Transportation Group Inc.  June 2009 - April 2011
Alliance Transportation Group Inc  June 2009 - April 2011
University of Texas at Austin  September 2007 - June 2009
University of Texas at Austin  September 2007 - May 2009

Skills
Matlab, SPSS, ArcGIS, Stata, C++, TransCAD, AutoCAD, C, Microsoft Office, Risk, HTML, SAS, Statistics, Modeling, Data Analysis, VBA, Visual Basic, GIS, MS Office Suite, Access, Statistical Modeling, Econometrics, Excel, Economics, PowerPoint, Visio, Word, Transportation Planning, Data Collection, Mathematics

Education
Chaitanya Bharathi College of Engineering   2007 — 2009
Bachelor of Engineering, Civil Engineering

The University of Texas at Austin   2007 — 2009
Masters, Transportation Engineering

The University of Texas at Austin   2005 — 2009
Master of Science, Civil Engineering

Osmania University   2003 — 2007
Civil Engg, Transportation, Structures, Water Resources etc.

Experience
Mercantil Commercebank  May 2015 - August 2015
HSBC Retail Banking and Wealth Management   July 2013 - November 2014
Northwestern Mutual  December 2010 - June 2013
JPMorgan Chase  May 2009 - June 2010
EGLA COMMUNICATIONS   January 2003 - November 2008
HONDURAS NATURAL RESOURCES AND ENVIRONMENTAL MINISTRY   January 1998 - June 2000

Skills
Create and develop..., Retail Banking, Cross Selling, Excellent..., Management and..., Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Retirement Planning, Investments

Education
Nova Southeastern University   2007 — 2008
MBA, Business

   2003 — 2004
Master, In Export and International Business

Privat Schule Lingua Nova, Aarau Switzerland   2000 — 2001
Zertifikat Deutsch, German as a foreign language

Instituto Tecnológico de Costa Rica   1992 — 1996
Bachelor, Industrial and Production Engineering

Experience
IMS Health  September 2012 - May 2013
HSBC Retail Banking and Wealth Management   January 2012 - June 2012
China Securities Co., Ltd.   June 2011 - September 2011

Education
University of Maryland College Park   2013 — 2014
Master of Finance, Finance, General

University of Shanghai for Science and Technology   2009 — 2013
Bachelor's degree

Experience
Charles Schwab  2007 - Present
Wachovia Securities, LLC  2003 - 2007
HSBC Retail Banking and Wealth Management   2002 - 2003
UBS Financial Services  2000 - 2002
Merrill Lynch  1995 - 2000

Skills
Equities, Asset Management, Asset Allocation

Education
Saint Bonaventure University   1985 — 1990
Bachelor of Arts (BA), Psychology/Finance

Oratory Catholic Prep   1979 — 1985

Oak Knoll School

Experience
HSBC Retail Banking and Wealth Management   December 2010 - Present
ThinkTrust Capital Management, LLC   May 2007 - December 2010
TY Lin & YC Yang Int'l   August 2002 - May 2007
Charles Schwab  1992 - 2002

Skills
Project Management, Content Strategy, Content Development, Web Content, Technical Writing, Copy Editing, Financial Services, Investments, compliance, Marketing Communications, Media Relations, Newspapers, Management, Investment Strategies, Strategy, China Business..., Integrated Marketing, Analysis, Market Analysis

Education
University of California, Berkeley
Bachelor of Arts (B.A.), East Asian Languages

Experience
The University of Texas at Dallas  August 2015 - Present
Haynes and Boone, LLP  March 2015 - May 2015
University of Texas at Dallas Student Investment Corporation   January 2015 - April 2015
La MaisonArting (Saint-Gobain Group)   June 2014 - August 2014
HSBC Retail Banking and Wealth Management   October 2012 - December 2012

Skills
Corporate Finance, Customer Service, Microsoft Excel, Microsoft Office, Financial Modeling, Team Leadership, Finance, International Business, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, French, Communication, Research, English, Data Analysis, Business Analysis, Valuation, Organizational..., Microsoft PowerPoint, Analysis, Sales, Access, Accounting, Financial Accounting, Management, Leadership, Public Speaking, Business Strategy, Project Management, Investments

Education
The University of Texas at Dallas   2013 — 2015
Master's degree, Finance, General

NEOMA Business School   2011 — 2013
Bachelor of Commerce (B.Com.), International Business

Wuhan University   2009 — 2011
French and Economics

Experience
HSBC Retail Banking and Wealth Management   July 2015 - Present
Abercrombie & Fitch  October 2012 - December 2012
China Merchants Bank  January 2012 - May 2012
Chinese Students and Scholars   September 2009 - May 2011
Central Michigan University  August 2010 - April 2011
International Association   September 2009 - January 2011
Crown Pointe   September 2009 - December 2009

Skills
PowerPoint, Budgets, Chinese, Accounting, Microsoft Excel, Microsoft Word, Teaching, Financial Reporting, Financial Analysis, Microsoft Office, Food, QuickBooks, Financial Accounting, Real Estate, Financial Modeling, FX Trading, Trading, Databases, Public Speaking, Customer Service, Communication, Teamwork, Management, Research, Time Management

Education
Tulane University - A.B. Freeman School of Business   2014 — 2015
Master's Degree, Accounting

The Ohio State University   2011 — 2014
Bachelor's Degree, Accounting, 3.4

Experience
Thejes Consultancy Inc. (www.thejes.com)   August 1998 - Present
MedGlobal Health (www.med-intelligence.com)   October 2008 - June 2015
University of Ontario Institute of Technology (UOIT)   September 2010 - June 2014
HSBC Retail Banking and Wealth Management   2013 - 2014
HP Enterprise Services  2011 - 2012
Symcor  2010 - 2011
Knowledge First Financial (formerly USC Education Savings Plans)   2007 - 2009
with various companies on multiple initiatives & projects   1992 - 2009
MedGlobal Health Corporation (www.medglobalhealth.com)   April 2005 - September 2008
Resolve Corporation (D+H)   2007 - 2007

Skills
Program Management, Business Strategy, IT Strategy, Manage Client..., Software Project..., ITIL, Healthcare Information..., Enterprise Risk..., Agile Project Management, Project Portfolio..., Agile Methodologies, Business Intelligence, Application Management..., Information Security..., IT Security Assessments, Business Transformation, Change Management, Strategic Planning, Enterprise Software, Application Architecture, Data Warehousing, Risk Assessment, Business Process Design, CMMI, PMBOK, Project Planning, IT Management, Software Design, Software Development, Software Quality..., Web Applications, Iterative Methodologies, Strategic Leadership, Leadership Development, Vendor Management, Contract Negotiation, Legal Issues, Outsourcing, Global Delivery, Global Teams, Healthcare Information..., Clinical Data Management, Data Mining, Artificial Intelligence, IT Security Policies, Communication Skills, Presentations, Program Budgeting, Financial Modeling, Financial Analysis

Education
University of Ontario Institute of Technology (UOIT)   2010 — 2014
Master of Health Science Candidate

American Institute of Certified Public Accountants (AICPA) and CIMA of U.K.   2012 — 2012
Chartered Global Management Accountant (CGMA) designation

ITIL - Information Technology Infrastructure Library version 3 framework   2010 — 2010

Project Management Institute (PMI)   2009 — 2009
Project Management Professional (PMP) designation

Chartered Institute of Management Accountants (CIMA) of U.K.   1984 — 1987
Associate Member of the Chartered Institute of Management Accountants of U.K.

University of Leeds   1978 — 1981

King's School Rochester, Kent, England   1975 — 1977
Advanced Level (A-Levels)

Experience
EY  August 2015 - Present
HSBC Retail Banking and Wealth Management   April 2015 - July 2015
KPMG  January 2015 - January 2015
V Squared Labs  April 2012 - June 2012
PT. Mitra Pack   June 2011 - 2012
Red Giant Productions  March 2011 - June 2011

Skills
Photoshop, Illustrator, After Effects, Motion Graphics, 3D Studio Max, Maya, Digital Illustration, Microsoft Office, English, Bahasa Indonesia, Chinese, Motion Graphic Design, Graphic Design, Digital Painting, Painting

Education
Loyola Marymount University   2013 — 2014
Master of Business Administration (MBA), Marketing Management

University of California, Los Angeles   2012 — 2012
Certificate in Business Marketing

Art Institute of California Los Angeles   2010 — 2012
Bachelor of Science, Media Arts & Animation

Experience
HSBC Retail Banking and Wealth Management   November 2014 - Present
HSBC Retail Banking and Wealth Management   July 2013 - November 2014
Bank of America  August 2011 - June 2013
Bank of America  June 2010 - July 2011
Bank of America  August 2008 - June 2010
Bank of America  June 2007 - August 2008
Bank of America  January 1999 - June 2007
Hot Topic  June 1997 - June 1999

Skills
Loans, Banking, Credit, Mortgage Lending, Customer Service, Retail Banking, Mortgage Banking, Risk Management, Microsoft Excel, Microsoft Office, Commercial Banking, Credit Analysis, Consumer Lending, Process Improvement, Loan Origination, Vendor Management, FHA, PowerPoint, Microsoft Word, Portfolio Management, Outlook, Relationship Management, Underwriting, Credit Risk, Management, Loan Servicing, Leadership, Finance, Mortgage Servicing, Analysis, Financial Risk, Training, Loss Mitigation, Commercial Lending, Residential Mortgages, Sales, CRM, Default

Education
Medaille College   2003 — 2007
Master of Science (M.S.) in Education, Elementary Education and Teaching, 4.9

SUNY at Buffalo   1999 — 2003
Bachelor of Arts (B.A.), Art History

Experience
HSBC Retail Banking and Wealth Management   August 2012 - Present
HSBC Retail Banking and Wealth Management   September 2009 - August 2012
HSBC Retail Banking and Wealth Management   June 2008 - September 2009
HSBC Retail Banking and Wealth Management   November 2005 - June 2008

Skills
Retail Banking, Banking, Risk Management, Portfolio Management, Credit

Education
St. John's University
Bachelor of Education (BEd)

Experience
HSBC SUZHOU SIP SUBBRANCH   July 2014 - July 2015
HSBC Retail Banking and Wealth Management   September 2012 - June 2014
Hart House Investment Club   April 2011 - June 2012
University of Toronto, UC Food Service   November 2010 - June 2012
Mon Sheong Home for the Aged   February 2010 - June 2012

Skills
Financial Modeling, Bloomberg

Education
Tufts University - The Fletcher School of Law and Diplomacy   2015 — 2017
Master of international business, International business and international affairs

University of Toronto - Rotman School of Management   2008 — 2012
B. Com, Finance and economics

Experience
Farron, Augustine & Alexander Ltd   September 2015 - Present
University of California, Berkeley, Haas School of Business   September 2015 - Present
Capital Investments at Berkeley  August 2014 - Present
HSBC Retail Banking and Wealth Management   June 2015 - June 2015
World Cancer Research Fund   June 2014 - July 2014
TTS Fashion Manufacturing Limited   July 2012 - July 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Microsoft Office 2007, Balance Sheet, French, English to French, Chinese, Leadership, Economics, Analysis

Education
University of California, Berkeley   2013 — 2016
Bachelor of Arts (B.A.), Legal Studies

St. Paul's Convent School, Hong Kong   2007 — 2013
GCE A-Levels

Experience
Vertex advisors   September 2015 - Present
Alternative Asset Investment Management  July 2015 - Present
Bank of China  July 2013 - August 2013
HSBC Retail Banking and Wealth Management   August 2012 - October 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Matlab, R, Financial Statement..., Analysis, Analytical Skills, Forecasting, Leadership, Microsoft Office

Education
University of Southern California   2013 — 2015
Master's Degree, Financial Engineering, 3.93/4.00

Sichuan University   2009 — 2013
Bachelor’s Degree, Finance, 3.55/4.00

Tanghu Middle School   2003 — 2009
High School

Experience
M&T Bank  September 2011 - April 2013
HSBC Retail Banking and Wealth Management   January 2011 - September 2011
HSBC Retail Banking and Wealth Management   September 2005 - January 2011

Skills
Social Media, Customer Service, Strategic Planning, Financial Analysis, Management, Marketing Strategy, Public Speaking, Banking, Portfolio Management, Loans, Sales

Education
Saint Bonaventure University   2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Nardin Academy

Experience
SopoHome   January 2015 - Present
United Overseas Bank Limited  December 2009 - December 2014
Astro  June 2007 - August 2009
Bank Internasional Indonesia   November 2006 - May 2007
HSBC Retail Banking and Wealth Management   March 2000 - August 2006
L'Oréal   September 1998 - February 2000
Unilever  January 1993 - August 1998

Skills
Sales & Marketing, Business Development, Negotiation, Training, Business Strategy, Change Management, Strategy, Risk Management

Education
University of Wisconsin-La Crosse   1990 — 1992
Master of Business Administration (M.B.A.), Management

University of Indonesia   1984 — 1989
Bachelor’s Degree, Business Administration

Experience
UTC Building & Industrial Systems  May 2015 - Present
University of Pittsburgh Katz Graduate School of Business  April 2014 - April 2015
PNC  June 2014 - August 2014
NOVA Chemicals  June 2014 - August 2014
PNC  2011 - 2013
HSBC Retail Banking and Wealth Management   2010 - 2011
HSBC  2009 - 2010
PNC  2005 - 2009

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2013 — 2015
Master of Business Administration (MBA), Finance and Strategy

Robert Morris University   2004 — 2009
Bachelor of Science, Finance

Experience
HSBC Retail Banking and Wealth Management   July 2012 - March 2015

Education
University of Miami - School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

Shanghai University of International Business and Economics   2008 — 2012
Bachelor’s Degree, Journalism, GPA 3.94

University of Louisville   2011 — 2011
Business, Management, Marketing, and Related Support Services, GPA 3.94

Experience
HSBC Retail Banking and Wealth Management   November 2011 - November 2014
HSBC Securities  July 2008 - November 2011
Pershing  March 2006 - June 2008
Pershing, a BNY Mellon company  March 2002 - March 2006

Skills
Series 7, Securities, Equities, Series 63, Fixed Income, Wealth Management, Investments, Bloomberg, Portfolio Management, Mutual Funds, Trading, Capital Markets

Education
Pace University-Pleasantville/Briarcliff Campus   1994 — 1999
Bachelor of Science (B.S.), Criminal Justice

Experience
HSBC Retail Banking and Wealth Management   December 2014 - Present

Skills
Retirement, Employee Benefits, Trust Services, Estate Law, Business Continuity..., Insurance, Investments, Retirement Planning, Securities, Estate Planning, Investment Strategies, Strategic Financial...

Education
The University of Texas at Austin   1988 — 1992
BS, History, Art History, Literature

Experience
HSBC Retail Banking and Wealth Management   July 2014 - Present
HSBC  July 2013 - July 2014
Bank Hapoalim  July 2011 - April 2013
HSBC  June 2005 - August 2005

Skills
PowerPoint, Excel, Word, Photoshop, Charles River IMS, Bloomberg Terminal, PAM for Securities, Microsoft Excel, Spanish, Financial Modeling

Education
University of Florida - Warrington College Of Business   2007 — 2011
B.S. in Business Administration, Finance

Universidad de Antonio Nebrija   2010 — 2010

Experience
HSBC Retail Banking and Wealth Management   June 2015 - Present
Trinity College  September 2013 - Present
Garden Plaza Management   September 2014 - June 2015
Infidata Software Corp.   September 2013 - September 2014
Trinity College - Hartford  September 2012 - September 2013
Congressman Gary Ackerman  June 2011 - August 2012

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Public Policy and Law

Bronx High School of Science

Experience
HSBC Retail Banking and Wealth Management   September 2008 - Present
HSBC Retail Banking and Wealth Management   September 2008 - Present
Delta Sonic  February 2002 - July 2008

Skills
Banking, Credit, Microsoft Office, Relationship Management, Retail Banking, Customer Service, Finance, Leadership, Financial Services, PowerPoint, Management, Process Improvement

Education
State University of New York Empire State College   2012 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics

Mount Mercy Academy   1998 — 2001
High School

Experience
PureWow  March 2015 - Present
Euromoney Institutional Investor  November 2013 - March 2015
HSBC Retail Banking and Wealth Management   October 2012 - October 2013
The UPS Store  September 2007 - August 2008

Skills
Web Analytics, Google Analytics, WebTrends Analytics, FastStats, Google Webmaster Tools, Microsoft Office, Correlation Analysis, Project Planning, Microsoft Excel, Marketing Strategy, PowerPoint, Project Management, Microsoft Word, Access, SPSS, Minitab, Statistics, Bloomberg, Linear Regression, Forecasting, Collaborative Problem..., Presentation Skills, Statistical Data..., Data Analysis, Linear Models, Demographic Analysis, Digital Marketing, Financial Analysis, Marketing, Path Analysis, Behavior Analysis

Education
University of Delaware - Lerner College of Business and Economics   2008 — 2012
Bachelor's Degree, Finance, General

University of Delaware - Lerner College of Business and Economics   2008 — 2012
Bachelor's Degree, Economics

Experience
HSBC Retail Banking and Wealth Management   May 2014 - Present
alizz islamic bank   July 2012 - April 2014
Masraf Al Rayan   January 2010 - May 2012
HSBC  July 2008 - January 2010
HSBC  May 2005 - July 2008
Wells Fargo  June 2004 - May 2005
Providian Financial  October 1997 - September 2003
Milken Institute  June 1997 - October 1997

Skills
Credit Risk, Banking, Portfolio Management, Financial Risk, Risk Management, Retail Banking, Credit Analysis, Credit, Credit Cards, Financial Modeling, Loans, Basel II, Financial Services, Finance, Commercial Banking, Investment Banking, Operational Risk..., Islamic Finance, Payments, Operational Risk

Education
San Jose State University   2003 — 2004
MA, Economics

University of California, Santa Barbara   1994 — 1997
BA, Business Economics

Experience
HSBC Retail Banking and Wealth Management   November 2013 - Present
HSBC  February 2010 - November 2013
Triad Digital Media  October 2009 - February 2010
Pricewaterhouse Coopers  April 2005 - October 2009
JP Morgan Chase  1996 - 2005

Skills
Call Centers, Vendor Management, Call Center, Analytics, Customer Service, Process Improvement, Business Objects, Business Analysis, Workforce Management, Visio, Operations Management, Risk Management, Forecasting, Project Planning, Analysis, Requirements Gathering, Change Management, SharePoint, Cross-functional Team..., Program Management, Financial Reporting, SDLC, Banking, Financial Services, Microsoft Office, Strategic Planning, Microsoft Excel, Performance Management, Data Analysis, Web Analytics, Business Process..., Loans, Project Management, Business Intelligence, Access, Business Process, Training, CRM, Customer Satisfaction, Outsourcing, Customer Experience, Leadership

Education
University of South Florida   1989 — 1995
MA, Religious Studies, Biblical Archeology

Tulane University   1985 — 1989
BA, Classical History and Languages

Experience
Independent Consultant Contract Worker   July 2010 - Present
Apollo Education Group  May 2008 - September 2011
GBI, Real Estate Development   October 2006 - May 2008
Bank of America  2000 - 2006
HSBC Retail Banking and Wealth Management   1997 - 2000
Bank of America  September 1989 - October 1996

Skills
Leadership, Business Development, CRM, Management, Banking, Finance, Analysis, Business Process..., Relationship Management, Strategic Planning, Marketing, Business Analysis, Forecasting, Process Improvement, Strategic Financial..., Mergers & Acquisitions, Sales, Risk Management, Coaching, Strategy, Training, Investments, Credit, Recruiting, Budgets, Management Consulting, Analytics, Financial Services, Executive Management, Vendor Management, Outsourcing, Start-ups, Business Planning, Insurance, Loans, Account Management, Change Management, Enterprise Software, Marketing Strategy, Business Strategy, Lean Six Sigma, Program Management, Team Building, Customer Service, Credit Cards, Public Speaking, Portfolio Management, Project Management, Consulting, Customer Retention

Education
National University   2010 — 2013
Mater's in Business Administration (M.B.A.) with a specialization in Marketing, w/ Honors

University of Phoenix   2007 — 2010
Bachelor of Science in Business Management

University of Pennsylvania - The Wharton School
Certified Financial Manager (CFM)

University of Delaware   1987 — 1996
Psychology

Experience
HSBC Retail Banking and Wealth Management   November 2012 - Present
New York Life Insurance Company  January 2006 - November 2012

Education
Pace University - Lubin School of Business   2011 — 2015
MBA, Financial Management

York College of Pennsylvania   2000 — 2004
B.A.

Experience
HSBC Retail Banking and Wealth Management   January 2014 - Present
HSBC Bank N.A. USA   May 2009 - December 2013
JPMorgan Chase  August 2004 - May 2009
Prudential Securities  September 1999 - August 2004
Experian  July 1995 - September 1999

Skills
Financial Planning, Asset Management, Investments, Banking, Strategic Planning, Coaching, Sales Management, Retirement Planning, Insurance, Series 7, Team Building, Team Leadership, P&L Management, New Business Development, Strategic Financial..., Credit, Performance Management, Financial Analysis, Finance, Relationship Management, Management, Business Development, Strategy, Leadership, Financial Services, Sales, Small Business, Loans, Human Resources, Portfolio Management, Wealth Management, Strategic Partnerships, Marketing Strategy

Education
Rutgers University-New Brunswick   1990 — 1995
BA in Economics, with concentration in Accounting

Experience
EY  September 2015 - Present
PwC  August 2014 - Present
HSBC Retail Banking and Wealth Management   June 2014 - August 2014
Integral Information systems   February 2014 - May 2014
University at Buffalo  November 2013 - February 2014
Infosys  October 2011 - June 2013
Infosys  December 2010 - October 2011

Skills
Project Management, Data Analysis, Business Intelligence, Microsoft SQL Server, Software Project..., Requirements Gathering, Test Planning, Requirements Analysis, SDLC, Business Analysis, Testing, Data Warehousing, Web Applications, CSS, Analysis, Databases

Education
State University of New York at Buffalo   2013 — 2014
Master of Science (MS), Management Information Systems, General, GPA: 3.94/4.0

Galgotias college of engineering   2006 — 2010
Bachelor of Technology (B.Tech.), Information Technology

Experience
HSBC Retail Banking and Wealth Management   August 2013 - Present
HSBC  December 2011 - Present
IDB Bank  July 2010 - December 2011
Wells Fargo  August 2007 - July 2010
HSBC  October 2005 - August 2007

Skills
Credit, Business Development, Banking, Commercial Lending, Private Banking, Finance, Cash Management, Management, Securities, Portfolio Management, Financial Services, Commercial Banking, Retail Banking, Credit Analysis, Loans, Relationship Management, Mortgage Lending, Wealth Management, Small Business Lending, Lines Of Credit, Credit Risk, Consumer Lending, Cross Selling

Education
St. John's University   1999 — 2002
Bachelor of Science, Finance

St. John's University   1999 — 2002
Bachelor's degree, Finance and Financial Management Services

Experience
HSBC Retail Banking and Wealth Management   May 2015 - Present
HSBC Retail Banking and Wealth Management   May 2015 - Present
TD  February 2014 - May 2015
TD  March 2011 - February 2014
Sunlife Financial  June 2008 - November 2010
ABN AMRO Bank N.V.   January 2007 - June 2008

Education
Shanghai Jiao Tong University   1994 — 1998
bachelor, Bio-technology

Experience
HSBC Commercial Banking  December 2014 - Present
HSBC Commercial Banking  August 2014 - December 2014
HSBC Commercial Banking  September 2012 - August 2014
HSBC Retail Banking and Wealth Management   April 2011 - October 2012
CIBC  December 2009 - March 2011
CIBC  December 2008 - December 2009
CIBC  May 2008 - December 2008

Skills
Financial Analysis, Portfolio Management, Credit analysis, Corporate Finance, Project Finance, Commercial Banking, Trade Finance, Derivatives, Interest Rate..., Syndications, Strategic Financial..., Investments, Credit, Credit Analysis, Loans, Capital Markets, Finance, Relationship Management, Management, Financial Services, Wealth Management, Banking, Credit Risk, Mortgage Lending

Education
CFA Institute   2009 — 2012

Canadian Securities Institute
CSC

Simon Fraser University
Bachelor's Degree, Finance & Accounting

Experience
HSBC Commercial Banking  January 2015 - Present
HSBC Retail Banking and Wealth Management   September 2013 - December 2014
Mandarin Restaurants Corporation  October 2012 - December 2013
Certa Q Marketing Inc.   July 2013 - August 2013
TNI The Network Inc.  May 2011 - July 2011
AIESEC Canada  September 2010 - April 2011
Mac Investment Club  September 2010 - April 2011
Student Walk Home Assistance Team   September 2010 - April 2011
Ontario Public Research Group   July 2010 - April 2011
AIESEC Canada  January 2010 - September 2010

Skills
Customer Service, Cantonese, Microsoft Word, Microsoft Excel

Education
McMaster University   2008 — 2012
Bachelor of Commerce (BCom)

Oakville Trafalgar High School   2004 — 2008

Experience
Union Bank  November 2013 - March 2015
HSBC Retail Banking and Wealth Management   April 2012 - November 2013
Citi  April 2011 - April 2012
Bank of the West  November 1996 - April 2011
Wedbush Securities  April 1995 - November 1996
H.J. Meyers & co Inc   October 1991 - April 1995

Skills
Investments, Financial Planning, Portfolio Management

Education
University of Idaho
Bachelor’s Degree

Experience
Georgia Southern University  September 2007 - Present
HSBC Retail Banking and Wealth Management   2005 - 2007
University at Buffalo  1999 - 2004
OFCCP   1984 - 1999

Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Higher Education

Education
Radford University   1982 — 1983
Master of Science (MS), Industrial and Organizational Psychology

State University of New York College at Buffalo
Bachelor of Arts (B.A.), Psychology

Experience
Bank Leumi USA  September 2000 - Present
HSBC Retail Banking and Wealth Management   December 1996 - September 1999

Education
Pace University - Lubin School of Business   1998 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Experience
HSBC Retail Banking and Wealth Management   March 2015 - Present
Weber State University  January 2014 - Present
Postal Savings Bank Of China  May 2014 - August 2014
Haitong Securities  June 2013 - August 2013

Education
Weber State University   2012 — 2014
Economics, Bachelor of Business Administration (B.B.A.)

Shanghai Normal University   2010 — 2014
Economics, Bachelor of Business Administration (B.B.A.)

Experience
HSBC Retail Banking and Wealth Management   June 2010 - Present

Skills
Portfolio Management, Relationship Management, Investments, Banking, Risk Management, Wealth Management, Retail Banking, Financial Services, Financial Risk, Credit, Team Building, Team Leadership, Asset Management

Education
Niagara County Community College   2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General