HSBC Bank USA, National Association
HSBC Bank USA, National Association, an American subsidiary of UK-based HSBC, is a bank with its operational head office in New York City and its nominal head office in McLean, Virginia. Customer service: 1 (716) 841-7212 Headquarters: New York City, NY CEO: Patrick J. Burke Parent organization: HSBC Senior executive vice president: Rhydian H. Cox, Subsidiaries: HSBC Insurance Agency (USA) Inc,
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HSBC Bank USA, National Association Employees
Samson Capital Advisors April 2013 - Present
Samson Capital Advisors February 2012 - March 2013
HSBC Bank USA, National Association June 2010 - August 2010
Albert Kemperle, Inc. June 2009 - August 2009
Marsh's June 2007 - August 2007
Huntington Golf Center June 2006 - August 2006
Skills
Proficient in Spanish, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Portfolio Management, Bloomberg, Public Speaking, Social Media, Investments, Fixed Income, Data Analysis, Financial Modeling, Asset Management, Analysis, Economics
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Economics
Cold Spring Harbor High School 2001 — 2007
High School Diploma
Pacific Northwest Ballet November 2010 - Present
National Association of Corporate Directors (Northwest Chapter) October 2014 - June 2015
HSBC Bank USA, National Association December 2013 - June 2015
Wells Fargo December 2011 - December 2013
NACD (Northwest Chapter) June 2006 - April 2012
Wells Fargo July 2000 - November 2011
US Bank October 1993 - June 2000
The First National Bank of Boston September 1989 - June 1993
The Chase Manhattan Bank February 1984 - August 1989
Skills
Business Development, Leadership, Events Coordination, Event Planning, Management, Board Governance, Advisory Boards, Nonprofits, Mentoring, Strategy, Financial Analysis, Investments, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Credit Analysis, Financial Services, Credit, Banking, Fundraising, Commercial Banking, Treasury Management, Vocalist
Education
Seattle Culinary Academy 2015 — 2017
Culinary Arts Certificate, an ACFEF accredited program
Smith College
Bachelor of Arts (B.A.), Economics
Morgan Stanley September 2013 - Present
Barclays 2013 - 2013
HSBC Bank USA, National Association 2005 - 2011
Bear Stearns 2002 - 2005
Morgan Stanley 2000 - 2002
The Media Edge 1999 - 2000
Fox Channels Group 1997 - 1999
Skills
Trading, Options, Financial Markets, FX Options, Derivatives, ISDA, Series 7, Client Service Oriented, Banking, Commodity, Valuation, Financial Risk, Settlement, Foreign Exchange, Fixed Income
Education
New York University 2006 — 2007
Certificate, Financial Risk Management
Fairfield University 1993 — 1997
BA, Politics, minor in History
Saint Peter's Preparatory School 1989 — 1993
High School Diploma
East Side Community High School September 2014 - Present
SS&C GlobeOp April 2011 - August 2014
HSBC Bank USA, National Association December 2008 - April 2011
HSBC Bank USA, National Association June 2007 - December 2008
Prudential Financial August 2006 - June 2007
Citi March 2005 - August 2006
Skills
Portfolio Management, Asset Management, Fixed Income, Banking, Equities, Risk Management, Financial Analysis, Investments, Finance, Strategic Planning, Securities, Program Management
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts in Humanities, Teaching of Social Studies, Secondary School
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Deutsche Bank April 2012 - Present
HSBC Bank USA, National Association April 2001 - April 2012
The Bank of New York June 1999 - April 2001
Citigroup October 1997 - June 1999
Skills
Structured Finance, Equities, Project Finance, Fixed Income, Securities, Capital Markets, Banking, Bonds, Corporate Finance, Derivatives, Hedge Funds, Investment Banking, Securitization, Structured Products
Education
Adelphi University 2002 — 2004
MBA, Finance
Saint Bonaventure University 1989 — 1993
HSBC Bank USA N.A> August 2012 - Present
HSBC Bank USA, National Association July 2007 - August 2012
HSBC January 2000 - July 2007
Republic National Bank of New York 1991 - December 2000
Republic National Bank April 1987 - 1991
European American Bank and Trust Company April 1980 - April 1987
Skills
AML, Banking, Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Fixed Income, Investment Banking, KYC, Loans, Management, OFAC, Private Banking, Risk Management, Securities, Anti Money Laundering
Education
St. John's University 1980 — 1983
Masters Degree, International Finance
Saint John's University 1976 — 1980
Accounting and Finance
HSBC Bank USA, National Association May 2008 - Present
Centerline Capital Group August 2001 - May 2008
Education
New York Institute of Technology 1978 — 1983
Citi February 2014 - Present
Standard Chartered Bank June 2013 - January 2014
DEUTSCHE BANK AG May 2006 - June 2013
HSBC BANK USA, NATIONAL ASSOCIATION April 2004 - May 2006
FIDUCIARY TRUST COMPANY INTERNATIONAL May 2003 - January 2004
LANDESBANK BADEN-WURTTENBERG December 2002 - May 2003
NATIONAL AUSTRALIA BANK May 1997 - May 2002
BEA ASSOCIATES INVESTMENT MANAGEMENT INC August 1994 - May 1997
BHF BANK October 1990 - August 1994
Skills
Risk Management, Compliance Testing, Financial Risk, Banking, Fixed Income, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Compliance, Internal Audit, Accounting, Derivatives, Portfolio Management, Finance, KYC, Equities, Corporate Governance, Auditing, Internal Controls, Trading
Education
New Jersey City University
B.A 2002, M.A, 2006
Bank of America January 2014 - Present
Bank of America October 2012 - January 2014
Bank of America June 2010 - October 2012
Sherpa September 2009 - June 2010
HSBC Bank USA, National Association October 2006 - April 2009
Town of Hempstead Employees Federal Credit Union June 2005 - July 2006
Skills
Process Improvement, Microsoft Excel, Analysis, Account Reconciliation, Microsoft Office, PowerPoint, Leadership, Business Process..., SAP, Team Leadership, Visio, Hyperion, General Ledger, Training, Data Analysis, Strategic Planning
Education
State University of New York College at Cortland 2001 — 2006
Bachelors, Business Economic - Financial Management, Computers
HSBC Premier Bank USA December 2010 - Present
Prudential Financial October 2009 - December 2010
MicroRate June 2009 - October 2009
Park Hyatt Hotel September 2008 - May 2009
Development Innovations Group August 2008 - August 2008
Fifth Third Bank January 2007 - April 2007
HSBC Bank USA, National Association January 2005 - July 2006
Chevy Chase Bank February 2004 - December 2004
Skills
Spanish, Economics, Compliance, Banking, World Class Customer..., Wealth Management, Insurance, Investments, Foreign Investment, Mortgage Lending, Financial Services, Credit Analysis, Credit Risk, Customer Service, International Relations, Loans, Strategic Planning
Education
American University 2006 — 2008
B.A., Economics
Universidad Ricardo Palma
Economics
The Berry Company August 2013 - Present
Advanced Technical Solutions, LLC February 2013 - July 2013
Advanced Technical Solutions, LLC May 2012 - January 2013
New York Life Insurance Company November 2010 - May 2012
IKON Document Services 2009 - 2009
HSBC Bank USA, National Association 2006 - 2008
ADP 2004 - 2006
Hoselton Auto Mall April 2003 - October 2004
Skills
Management, Account Management, Benefits Administration, Sales, New Business Development, B2B, Payroll, Sales Operations, Networking, Enterprise Software, Customer Satisfaction, Human Resources, Direct Sales, Cold Calling, Salesforce.com, Technical Support, Analytical Skills, Telephone Skills, Information Technology, Customer Service
Education
Rochester Institute of Technology
BS
Law Debenture Trust Company of New York July 2009 - August 2012
HSBC Bank USA, National Association December 2005 - March 2009
JPMorgan Chase 2005 - 2005
The Bank of New York December 2001 - December 2004
Mizuho Trust & Banking Co. (USA) March 1995 - December 2001
Bankers Trust Company January 1985 - March 1995
Chemical Bank July 1972 - December 1984
Skills
Banking, Bankruptcy, CRM, Relationship Management, Restructuring, Corporate Law, Training, Sales, Risk Management, Bonds, Corporate Finance, Financial Markets, Financial Structuring, Management, Securities
Education
Hunter College
Business Administration and Management, General
Pace University
Business Administration and Management, General