HSBC Retail Banking and Wealth Management
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HSBC Retail Banking and Wealth Management Employees
HSBC February 2014 - Present
HSBC Retail Banking and Wealth Management July 2012 - February 2014
Freelance January 2010 - April 2012
Viceroy Hotel Group May 2011 - August 2011
DreamWorks Animation January 2011 - May 2011
USC Viterbi GamePipe / Happynin Game, Inc January 2010 - May 2011
Skills
Photoshop, Dreamweaver, Microsoft Office, PowerPoint, HTML, Social Media, Microsoft Excel, Underwriting, Outlook, Access, Word, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Social Media Marketing, Facebook, Stata, Visio, SharePoint, Cognos ReportNet, SQL, Information Management, Database Design, User Interface Design, Dashboard, Microsoft Word
Education
Taipei American School 2001 — 2008
High School
University of Southern California
BA, Economics, Cum Laude
Cataract Innovation April 2015 - June 2015
HSBC Retail Banking and Wealth Management May 2014 - July 2014
Crowe Horwath LLP June 2012 - August 2013
Hong Kong Tasting Room Co.Ltd June 2012 - August 2012
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Consultation, Quantitative Analytics, Internal Audit, Internal Controls, Project Management, Finance, Microsoft Excel, Financial Modeling, Analysis, Microsoft Office, Financial Statements, Financial Accounting, IFRS, Management, Corporate Finance, GAAP, Teamwork, PowerPoint, Risk Management, Tax, CPA, US GAAP
Education
University of Rochester 2014 — 2015
Master of Science (MS), Accountancy, 3.77
East China Jiaotong University 2010 — 2014
bachelor, International Accounting, 3.70/4.0
Barclays Investment Bank March 2007 - Present
HSBC Retail Banking and Wealth Management August 2005 - November 2006
Education
University of Oxford - Said Business School 2000 — 2004
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
HSBC Retail Banking and Wealth Management July 2015 - Present
99.5 WUSR September 2012 - Present
HSBC Retail Banking and Wealth Management June 2014 - August 2014
Phelps Construction Group January 2012 - February 2013
Cliffwood Lake June 2009 - August 2012
Cliffwood Lake Swim Team June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java
Education
University of Scranton 2012 — 2015
Bachelor's degree, Marketing
JPMorgan Chase & Co. May 2007 - Present
HSBC Retail Banking and Wealth Management May 2005 - April 2007
BankAtlantic May 2001 - May 2005
Skills
Marketing Strategy, Mortgage Banking, Sales, Credit, Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Customer Service, Consumer Lending, Banking, Retail Banking, Small Business Lending, Finance, Lines Of Credit, Management, Commercial Lending, Loan Origination
Education
University of Miami 1996 — 1998
Master of Arts (M.A.), International Business, InterAmerican Studies
University of Miami - School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Economics
Bank of America September 2007 - Present
HSBC Retail Banking and Wealth Management January 2007 - June 2007
Bank of America April 2005 - January 2007
Bank of America October 2000 - March 2005
Skills
Retail Banking, Consumer Lending, Residential Mortgages, Lines Of Credit, Manage Client..., Small Business Lending, Management, Sales Management, Banking, Mortgage Lending, Credit, Loans, Leadership, Portfolio Management, Finance, Financial Services
Education
GCC 1996 — 1998
Business Administration and Management, General
University of Phoenix
HSBC Retail Banking and Wealth Management March 2012 - Present
Flushing Bank August 2010 - February 2012
Flushing Bank November 2009 - August 2010
Skills
Financial Services, Series 7, Retirement Planning, Mutual Funds, Series 66, Life & Health Insurance..., Relationship Management, Fixed Annuities, Securities, Financial Analysis
Education
University of Michigan 2005 — 2009
Bachelor of Arts (BA), Economics
ADT Security Services LLC July 2014 - Present
Comprehensive Allergy and Asthma Care February 2014 - July 2014
HSBC Retail Banking and Wealth Management May 2006 - March 2012
Brooks Brothers October 2005 - May 2006
AXA Advisors January 2001 - October 2004
AXA Advisors May 1998 - January 2001
Equitable Distributors, Secaucus, NJ September 1996 - May 1998
J&W Seligman December 1992 - September 1996
Skills
Sales, Finance, Real Estate, Marketing Communications, Fixed Annuities, Customer Service, Investments, Insurance, Retirement, Hedge Funds, Microsoft Office, Sales Operations, Financial Analysis, Team Building, Team Leadership, Public Speaking, Product Management, Capital Markets, NMLS # 416816, Loans, Credit, Human Resources, Program Management, Risk Management, Management, Mortgage Lending, Analysis, Strategic Financial..., Leadership
Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Marketing
Villanova University
Project Management
HSBC Retail Banking and Wealth Management August 2015 - Present
McDermott Will & Emery LLP June 2015 - August 2015
NYS Department of Financial Services March 2015 - May 2015
J.P. Morgan June 2014 - December 2014
J.P. Morgan January 2012 - May 2014
Bank of America Merrill Lynch October 2011 - January 2012
Law Firm of George Ellis March 2011 - October 2011
NYC Law Department June 2011 - September 2011
Various March 2008 - April 2011
NYC Department of Education September 2007 - February 2011
Skills
Document Review, Criminal Law, Litigation Support, Microsoft Office, Legal Writing, Legal Research, Commercial Litigation, PACER, Editing, Lotus Notes, Relativity, Westlaw, Pleadings, Foreclosures, E-discovery, AS400 system, LPS Desktop, Pegasystems PRPC, Concordance, Clearwell, Fidelity, Legal Profreading, Cite Checking, Blue booking, AML Subpoenas, Foreclosure, SEC Regulations, Commercial Tax, Trademark Litigation, Chapter 7 & 13, Chapter 11, Trademark Infringement, LexisNexis, Bank Secrecy Act, Halo, SAR, Redaction, Redact It, USA Patriot Act, Legal Compliance, Drafting Agreements, Litigation
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor of Arts, Legal Studies/ Interdisciplinary
JPMorgan Chase September 2009 - Present
HSBC Retail Banking and Wealth Management October 2006 - July 2009
Patriot National Bank March 2003 - September 2006
Skills
Mortgage Lending, Commercial Lending, Loan Origination, Credit Risk, Investments, Risk Management, Underwriting, Mortgage Banking, Mutual Funds, Wealth Management
Education
University of New Haven
International Business