HSBC Investments
HSBC Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HSBC Investments Employees
Employee
Years
Job
Industry
Stephen Jardine Stephen Jardine's HSBC Investments Experience April 2006 - February 2010
Job Assistant Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities February 2010 - Present
HSBC Investments April 2006 - February 2010
Cogs Agency June 2005 - March 2006
Purple Agency September 2004 - June 2005
Skills
Equities, Fixed Income, Risk Management, Settlement, Account Reconciliation, Start-ups, Hedging, Loans, MIS, New Business Development, Online Advertising, Securities Lending
Education
University of Lincoln 2001 — 2004
BA Honors, Advertising and Marketing
Lord Lawson of Beamish School 1993 — 2000
HSBC Securities February 2010 - Present
HSBC Investments April 2006 - February 2010
Cogs Agency June 2005 - March 2006
Purple Agency September 2004 - June 2005
Skills
Equities, Fixed Income, Risk Management, Settlement, Account Reconciliation, Start-ups, Hedging, Loans, MIS, New Business Development, Online Advertising, Securities Lending
Education
University of Lincoln 2001 — 2004
BA Honors, Advertising and Marketing
Lord Lawson of Beamish School 1993 — 2000
Ashley Thompson Ashley Thompson's HSBC Investments Experience September 2005 - November 2006
Job Vice President Corporate Banking at M&T Bank
Industry Banking
Experience
M&T Bank March 2013 - Present
M&T Bank August 2010 - March 2013
EAC Management LP November 2006 - August 2010
HSBC Investments September 2005 - November 2006
HSBC September 2004 - September 2005
Skills
Credit Analysis, Sales, Non-profit Fund..., Small Business..., Hedge Funds, Cash Management, Fund Of Funds, Treasury Management, Corporate Finance, Trust Services, Recapitalizations, Financial Services, Commercial Banking
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
Gettysburg College 2000 — 2004
BA, Business Management
Lasalle Institute 1996 — 2000
M&T Bank March 2013 - Present
M&T Bank August 2010 - March 2013
EAC Management LP November 2006 - August 2010
HSBC Investments September 2005 - November 2006
HSBC September 2004 - September 2005
Skills
Credit Analysis, Sales, Non-profit Fund..., Small Business..., Hedge Funds, Cash Management, Fund Of Funds, Treasury Management, Corporate Finance, Trust Services, Recapitalizations, Financial Services, Commercial Banking
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
Gettysburg College 2000 — 2004
BA, Business Management
Lasalle Institute 1996 — 2000
Henry-Robert Hanna Henry-Robert Hanna's HSBC Investments Experience January 2011 - December 2012
Job Investment Banking Specialist / Spécialiste en Gestion des Avoirs
Industry Financial Services
Experience
Scotiabank April 2014 - Present
TD January 2013 - April 2014
HSBC Investments January 2011 - December 2012
HSBC December 2008 - January 2011
HSBC February 2010 - May 2010
HSBC FINANCE May 2005 - December 2008
Skills
Sales Management, Mortgage Lending, Mortgage Banking, Investments, Dialer Management, Team Management, Collections, Coaching Staff, Forecasting, Change Management, Consumer Lending, Call Center, Customer Service, Customer Retention, Customer Acquisition, Credit Analysis, Credit Cards, Lines Of Credit, Home Equity Lines of..., Credit, Call Centers, Loans, Banking, Management, Financial Services, Portfolio Management, Credit Risk, Commercial Banking, Business Development, Leadership, Wealth Management
Education
CSI 2013 — 2013
Personal Financial Planner 1
CSI 2011 — 2011
Investment funds canada
Université du Québec à Montréal 2007 — 2010
Accounting & Management, Management and Accounting
College Andre Grasset 2001 — 2003
DEC, BUSINESS ADMINISTRATION
CSI
PFSA
Scotiabank April 2014 - Present
TD January 2013 - April 2014
HSBC Investments January 2011 - December 2012
HSBC December 2008 - January 2011
HSBC February 2010 - May 2010
HSBC FINANCE May 2005 - December 2008
Skills
Sales Management, Mortgage Lending, Mortgage Banking, Investments, Dialer Management, Team Management, Collections, Coaching Staff, Forecasting, Change Management, Consumer Lending, Call Center, Customer Service, Customer Retention, Customer Acquisition, Credit Analysis, Credit Cards, Lines Of Credit, Home Equity Lines of..., Credit, Call Centers, Loans, Banking, Management, Financial Services, Portfolio Management, Credit Risk, Commercial Banking, Business Development, Leadership, Wealth Management
Education
CSI 2013 — 2013
Personal Financial Planner 1
CSI 2011 — 2011
Investment funds canada
Université du Québec à Montréal 2007 — 2010
Accounting & Management, Management and Accounting
College Andre Grasset 2001 — 2003
DEC, BUSINESS ADMINISTRATION
CSI
PFSA
Suet-Nie Wong Suet-Nie Wong's HSBC Investments Experience 2000 - 2001
Job Experienced Treasury Control Analyst seeking for opportunity in the financial and banking industries.
Industry Investment Banking
Experience
UniCredit Markets & Investment Banking December 2000 - December 2012
HSBC Investments 2000 - 2001
Bankers Trust 1998 - 1999
Skills
Bloomberg, Fixed Income, Derivatives, Market Data, Bloomberg Terminal, FX Options, Futures, Interest Rate Swaps, Swaptions, microsoft access, Microsoft Excel, Corporate Actions, Financial Reporting, Kondor+, Microsoft Exchange, Lotus Notes, Atlas, Midas Plus, Account Reconciliation
Education
University of Nebraska-Lincoln 1994 — 1996
Bachelor of Science (B.S.), Finance
UniCredit Markets & Investment Banking December 2000 - December 2012
HSBC Investments 2000 - 2001
Bankers Trust 1998 - 1999
Skills
Bloomberg, Fixed Income, Derivatives, Market Data, Bloomberg Terminal, FX Options, Futures, Interest Rate Swaps, Swaptions, microsoft access, Microsoft Excel, Corporate Actions, Financial Reporting, Kondor+, Microsoft Exchange, Lotus Notes, Atlas, Midas Plus, Account Reconciliation
Education
University of Nebraska-Lincoln 1994 — 1996
Bachelor of Science (B.S.), Finance
Sahiba Sabharwal Sahiba Sabharwal's HSBC Investments Experience December 2010 - June 2011
Job Business Process Analyst at City of New York
Industry Financial Services
Experience
City of New York December 2013 - Present
WellPoint May 2013 - November 2013
ValueOptions July 2012 - May 2013
Capital One June 2011 - June 2012
HSBC Investments December 2010 - June 2011
Skills
Options, Derivatives, Trading, Swaps, Middle Office, Equities, Financial Services, Hedging, Business Requirements, Requirements Gathering, Portfolio Management, Valuation, Risk Management, Back Office, Trading Systems, Management, SDLC, User Acceptance Testing, Financial Risk, Business Analysis, Investment Banking
Education
City University of New York-Hunter College 2006 — 2008
Master's degree, Econometrics and Quantitative Economics
University of Greenwich 2000 — 2003
Bachelor of Business Administration (B.B.A.), International Business
City of New York December 2013 - Present
WellPoint May 2013 - November 2013
ValueOptions July 2012 - May 2013
Capital One June 2011 - June 2012
HSBC Investments December 2010 - June 2011
Skills
Options, Derivatives, Trading, Swaps, Middle Office, Equities, Financial Services, Hedging, Business Requirements, Requirements Gathering, Portfolio Management, Valuation, Risk Management, Back Office, Trading Systems, Management, SDLC, User Acceptance Testing, Financial Risk, Business Analysis, Investment Banking
Education
City University of New York-Hunter College 2006 — 2008
Master's degree, Econometrics and Quantitative Economics
University of Greenwich 2000 — 2003
Bachelor of Business Administration (B.B.A.), International Business
Michael Andrews CFA Michael Andrews CFA's HSBC Investments Experience 1994 - 1997
Job Senior Director, Global Partnerships at Curex Group Holdings, LLC
Industry Investment Management
Experience
Curex Group Holdings, LLC December 2013 - Present
Nomura Asset Management January 2010 - November 2013
Nomura Asset Management August 2006 - December 2009
Henderson Global Investors January 2002 - 2005
Henderson Global Investors 1997 - 2002
HSBC Investments 1994 - 1997
Skills
Chartered Financial..., Series 7, Series 24, Series 63, Equities, Mutual Funds, Product Management, Business Strategy, Marketing, Financial Services, Alternative Investments, Capital Markets, Integrated Marketing, Management, Sales, Hedge Funds, Asset Managment
Education
Columbia University - School of International and Public Affairs 1991 — 1993
Masters, International Affairs
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Government
Curex Group Holdings, LLC December 2013 - Present
Nomura Asset Management January 2010 - November 2013
Nomura Asset Management August 2006 - December 2009
Henderson Global Investors January 2002 - 2005
Henderson Global Investors 1997 - 2002
HSBC Investments 1994 - 1997
Skills
Chartered Financial..., Series 7, Series 24, Series 63, Equities, Mutual Funds, Product Management, Business Strategy, Marketing, Financial Services, Alternative Investments, Capital Markets, Integrated Marketing, Management, Sales, Hedge Funds, Asset Managment
Education
Columbia University - School of International and Public Affairs 1991 — 1993
Masters, International Affairs
Dartmouth College 1984 — 1988
Bachelor of Arts (BA), Government
Steven Ginsberg Steven Ginsberg's HSBC Investments Experience December 2004 - April 2007
Job Director Trust Investments at Dun & Bradstreet
Industry Investment Management
Experience
Dun & Bradstreet July 2010 - Present
Independent Fiduciary Services February 2009 - July 2010
Johnson & Johnson May 2007 - September 2008
HSBC investments December 2004 - April 2007
Federal Reserve April 1998 - November 2004
HSBC Investments April 1996 - April 1998
Skills
Asset Allocation, Fixed Income, Investment Strategies, Securities, Equities, Mutual Funds, Retirement Planning, Investments, Pensions, Financial Risk, Insurance, Relationship Management, Analysis, Due Diligence, Portfolio Management, Investment Management, Financial Services, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Finance, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
MBA, Finance, Cum Laude
State University of New York at Buffalo - School of Management 1987 — 1991
BS, Accounting, Cum Laude
University at Buffalo 1987 — 1990
BA, Economics, Cum Laude
University of Houston 1986 — 1987
Business Administration and Management, General
Dun & Bradstreet July 2010 - Present
Independent Fiduciary Services February 2009 - July 2010
Johnson & Johnson May 2007 - September 2008
HSBC investments December 2004 - April 2007
Federal Reserve April 1998 - November 2004
HSBC Investments April 1996 - April 1998
Skills
Asset Allocation, Fixed Income, Investment Strategies, Securities, Equities, Mutual Funds, Retirement Planning, Investments, Pensions, Financial Risk, Insurance, Relationship Management, Analysis, Due Diligence, Portfolio Management, Investment Management, Financial Services, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Finance, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
MBA, Finance, Cum Laude
State University of New York at Buffalo - School of Management 1987 — 1991
BS, Accounting, Cum Laude
University at Buffalo 1987 — 1990
BA, Economics, Cum Laude
University of Houston 1986 — 1987
Business Administration and Management, General
Reda Benjelloun Reda Benjelloun's HSBC Investments Experience January 2006 - December 2007
Job General Manager at IDEA MAROC shipping & logistics
Industry Maritime
Experience
IDEA MAROC shipping & Logistics January 2010 - Present
American Diabetes Association June 2008 - January 2010
HSBC Investments January 2006 - December 2007
Skills
Strategic Planning, Business Strategy, Project Management, Project Planning, Operations Management, Contract Negotiation, New Business Development, Chartering, International Logistics, Distribution Logistics, SAP Warehouse Management, Import Export
Education
State University of New York College at Buffalo 1998 — 2002
Bachelor of Science, Economics & Finance
IDEA MAROC shipping & Logistics January 2010 - Present
American Diabetes Association June 2008 - January 2010
HSBC Investments January 2006 - December 2007
Skills
Strategic Planning, Business Strategy, Project Management, Project Planning, Operations Management, Contract Negotiation, New Business Development, Chartering, International Logistics, Distribution Logistics, SAP Warehouse Management, Import Export
Education
State University of New York College at Buffalo 1998 — 2002
Bachelor of Science, Economics & Finance
Lee Binks Lee Binks's HSBC Investments Experience May 2000 - December 2005
Job Deputy CCO, Man Group
Industry Investment Management
Experience
Man Group October 2014 - Present
Barclays Investment Bank July 2008 - September 2014
Barclays Investment Bank January 2006 - July 2008
HSBC Investments May 2000 - December 2005
HSBC Asset Management February 1997 - May 2000
Skills
Investment Banking, Credit Derivatives, Dodd-Frank, Industry Advocacy, US Broker Dealer, CFTC, FINRA, Asset Managment, HNW, Private Clients, Regulatory Development, MiFID, NFA, Financial Markets
Education
University of East Anglia 1992 — 1995
Bachelor of Laws (LLB), various
Man Group October 2014 - Present
Barclays Investment Bank July 2008 - September 2014
Barclays Investment Bank January 2006 - July 2008
HSBC Investments May 2000 - December 2005
HSBC Asset Management February 1997 - May 2000
Skills
Investment Banking, Credit Derivatives, Dodd-Frank, Industry Advocacy, US Broker Dealer, CFTC, FINRA, Asset Managment, HNW, Private Clients, Regulatory Development, MiFID, NFA, Financial Markets
Education
University of East Anglia 1992 — 1995
Bachelor of Laws (LLB), various
Dahlia Dana's HSBC Investments Experience December 1999 - December 2003
Job Managing Director at Tekne Capital
Industry Financial Services
Experience
Tekne Capital December 2012 - Present
RIT Capital Partners October 2008 - November 2012
RIT Capital Partners January 2007 - October 2008
Lord North Street January 2004 - December 2006
Atlas Capital January 2003 - January 2004
HSBC Investments December 1999 - December 2003
Skills
English, Strategic Planning, Investments, Research, Microsoft Excel, Asset Management, Customer Service, Equities, Negotiation, Public Speaking, Portfolio Management, Public Relations, Business Strategy, Hedge Funds, Event Management, Asset Allocation, Editing, Investment Management, Microsoft Office, Photoshop, Fund Of Funds, Alternative Investments, Valuation, Securities, Private Equity
Education
Bristol University 1996 — 1999
Bachelor of Science (BSc), Economics and Politics, 2.1
Charterhouse School 1993 — 1995
Tekne Capital December 2012 - Present
RIT Capital Partners October 2008 - November 2012
RIT Capital Partners January 2007 - October 2008
Lord North Street January 2004 - December 2006
Atlas Capital January 2003 - January 2004
HSBC Investments December 1999 - December 2003
Skills
English, Strategic Planning, Investments, Research, Microsoft Excel, Asset Management, Customer Service, Equities, Negotiation, Public Speaking, Portfolio Management, Public Relations, Business Strategy, Hedge Funds, Event Management, Asset Allocation, Editing, Investment Management, Microsoft Office, Photoshop, Fund Of Funds, Alternative Investments, Valuation, Securities, Private Equity
Education
Bristol University 1996 — 1999
Bachelor of Science (BSc), Economics and Politics, 2.1
Charterhouse School 1993 — 1995
Jenita Mammen Jenita Mammen's HSBC Investments Experience June 2003 - December 2006
Job MBA, Marketing & Sales Professional Investment Products & Services
Industry Financial Services
Experience
Folio Investing October 2014 - Present
ProFunds Group March 2008 - December 2012
HSBC Investments June 2003 - December 2006
HSBC Investments April 2002 - June 2003
Skills
Equities, Marketing, Sales, Mutual Funds, Portfolio Management, Business Strategy, Leadership, Investments, Relationship Management, Banking, Competitive Analysis, Direct Marketing, Brand Management, Management, Team Management, Business Development
Education
Georgetown University 2015 — 2015
Certificate in Marketing, Marketing
Institute of Management Development & Research 2000 — 2002
Master of Business Administration, Marketing
University of Kerala 1996 — 1999
Bachelor of Business Administration, Marketing & Finance
Folio Investing October 2014 - Present
ProFunds Group March 2008 - December 2012
HSBC Investments June 2003 - December 2006
HSBC Investments April 2002 - June 2003
Skills
Equities, Marketing, Sales, Mutual Funds, Portfolio Management, Business Strategy, Leadership, Investments, Relationship Management, Banking, Competitive Analysis, Direct Marketing, Brand Management, Management, Team Management, Business Development
Education
Georgetown University 2015 — 2015
Certificate in Marketing, Marketing
Institute of Management Development & Research 2000 — 2002
Master of Business Administration, Marketing
University of Kerala 1996 — 1999
Bachelor of Business Administration, Marketing & Finance
Mariko Motohashi Mariko Motohashi's HSBC Investments Experience March 2005 - August 2006
Job Attorney
Industry Law Practice
Experience
Ustream, Inc. September 2015 - Present
The Law Offices of James O’Leary Hogan February 2015 - May 2015
PwC November 2010 - August 2013
Superior Court of California, Santa Clara County January 2010 - April 2010
Sun Microsystems June 2008 - August 2009
U.S. Equal Employment Opportunity Commission June 2007 - November 2007
HSBC Investments March 2005 - August 2006
HSBC Bank Canada February 2004 - March 2005
Skills
Marketing, Budgets, Legal Research, Licensing, Marketing Communications, Mergers & Acquisitions, Public Speaking, Negotiation, Tax, Editing, Due Diligence, Tax Law, Legal Writing, Corporate Law
Education
Santa Clara University 2006 — 2010
Juris Doctor / Master of Business Administration, Law / Business
The University of British Columbia 1999 — 2004
B.Com., Business - Marketing
Ustream, Inc. September 2015 - Present
The Law Offices of James O’Leary Hogan February 2015 - May 2015
PwC November 2010 - August 2013
Superior Court of California, Santa Clara County January 2010 - April 2010
Sun Microsystems June 2008 - August 2009
U.S. Equal Employment Opportunity Commission June 2007 - November 2007
HSBC Investments March 2005 - August 2006
HSBC Bank Canada February 2004 - March 2005
Skills
Marketing, Budgets, Legal Research, Licensing, Marketing Communications, Mergers & Acquisitions, Public Speaking, Negotiation, Tax, Editing, Due Diligence, Tax Law, Legal Writing, Corporate Law
Education
Santa Clara University 2006 — 2010
Juris Doctor / Master of Business Administration, Law / Business
The University of British Columbia 1999 — 2004
B.Com., Business - Marketing
Dennis Tobenski Dennis Tobenski's HSBC Investments Experience April 2005 - September 2008
Job Composer
Industry Music
Experience
Composer January 1996 - Present
NewMusicShelf.com May 2010 - Present
Tobenski Music Press September 2004 - Present
New York City Center December 2010 - April 2013
The Tobenski-Algera Concert Series 2006 - 2010
Theatre Development Fund September 2006 - May 2009
HSBC Investments April 2005 - September 2008
Skills
Chamber Music, HTML, PHP, CSS, XHTML, MySQL, Music, Composition, Composing, Writing, Singing, Microsoft Office, Orchestral, Social Media, Web Design, Songwriting, Classical, Music Theory, Ensemble, Excel, Arts, Windows, Promoting, Word, Public Speaking, Orchestral Music, Microsoft Excel, Microsoft Word, Choral, Recording, Orchestration, Vocal, Songs, Paychex, Finance, Non-profit Finance, Sibelius, Composers, Contemporary Music, Concerts, Music Publishing, Vocalist, Opera, Music Engraving
Education
City University of New York City College 2007 — 2009
MA, Music Composition
Illinois State University 2000 — 2004
BM, Music Composition
Composer January 1996 - Present
NewMusicShelf.com May 2010 - Present
Tobenski Music Press September 2004 - Present
New York City Center December 2010 - April 2013
The Tobenski-Algera Concert Series 2006 - 2010
Theatre Development Fund September 2006 - May 2009
HSBC Investments April 2005 - September 2008
Skills
Chamber Music, HTML, PHP, CSS, XHTML, MySQL, Music, Composition, Composing, Writing, Singing, Microsoft Office, Orchestral, Social Media, Web Design, Songwriting, Classical, Music Theory, Ensemble, Excel, Arts, Windows, Promoting, Word, Public Speaking, Orchestral Music, Microsoft Excel, Microsoft Word, Choral, Recording, Orchestration, Vocal, Songs, Paychex, Finance, Non-profit Finance, Sibelius, Composers, Contemporary Music, Concerts, Music Publishing, Vocalist, Opera, Music Engraving
Education
City University of New York City College 2007 — 2009
MA, Music Composition
Illinois State University 2000 — 2004
BM, Music Composition
Edoardo Ciampelletti Edoardo Ciampelletti's HSBC Investments Experience February 2013 - February 2015
Job Founder at Portfolios Factory
Industry Political Organization
Experience
The Futsal Shop Limited November 2014 - Present
Portfolios Factory (stock picking facebook page) November 2013 - Present
HSBC Investments February 2013 - February 2015
Canadian Institute of Mining, Metallurgy and Petroleum November 2011 - September 2012
Skills
Project Management, Mining, Strategic Communications, Strategic Planning, Corporate Communications, Sustainability, Corporate Social..., Governance, Research, English, Strategy, Management Consulting, Project Planning, Public Relations, Business Strategy, Investor Relations, Change Management
Education
Concordia University 2012 — 2015
The Futsal Shop Limited November 2014 - Present
Portfolios Factory (stock picking facebook page) November 2013 - Present
HSBC Investments February 2013 - February 2015
Canadian Institute of Mining, Metallurgy and Petroleum November 2011 - September 2012
Skills
Project Management, Mining, Strategic Communications, Strategic Planning, Corporate Communications, Sustainability, Corporate Social..., Governance, Research, English, Strategy, Management Consulting, Project Planning, Public Relations, Business Strategy, Investor Relations, Change Management
Education
Concordia University 2012 — 2015
Antoine Bonnin's HSBC Investments Experience June 2006 - June 2007
Job Creative Director @ Chewy.com
Industry Marketing and Advertising
Experience
Chewy.com August 2015 - Present
ROI DNA March 2011 - June 2015
Digitas February 2010 - February 2011
Kroogi September 2009 - February 2010
TrialPay July 2007 - May 2009
HSBC Investments June 2006 - June 2007
TBWA London May 2006 - June 2006
National Geographic April 2006 - May 2006
Fluid Learning July 2001 - April 2006
Juggernaut Group April 2001 - April 2006
Skills
User Experience, Interaction Design, User-centered Design, Information Architecture, User Interface Design, Usability, Visual Design, Data visualization, User Research, E-commerce, Wire Framing, Creative Direction, Content Strategy, Adobe Creative Suite, Information Design, Mobile Devices, Human Computer..., Human-computer..., Mobile, tablet, User Experience Design, Wireframes, Online Advertising, Google Analytics, Strategy, CSS, Digital Marketing
Education
Université de Versailles Saint-Quentin-en-Yvelines 2000 — 2001
Bachelor
Université de Bourgogne 1998 — 2000
Bachelor
Chewy.com August 2015 - Present
ROI DNA March 2011 - June 2015
Digitas February 2010 - February 2011
Kroogi September 2009 - February 2010
TrialPay July 2007 - May 2009
HSBC Investments June 2006 - June 2007
TBWA London May 2006 - June 2006
National Geographic April 2006 - May 2006
Fluid Learning July 2001 - April 2006
Juggernaut Group April 2001 - April 2006
Skills
User Experience, Interaction Design, User-centered Design, Information Architecture, User Interface Design, Usability, Visual Design, Data visualization, User Research, E-commerce, Wire Framing, Creative Direction, Content Strategy, Adobe Creative Suite, Information Design, Mobile Devices, Human Computer..., Human-computer..., Mobile, tablet, User Experience Design, Wireframes, Online Advertising, Google Analytics, Strategy, CSS, Digital Marketing
Education
Université de Versailles Saint-Quentin-en-Yvelines 2000 — 2001
Bachelor
Université de Bourgogne 1998 — 2000
Bachelor
Ivy Russell Ivy Russell's HSBC Investments Experience August 2004 - April 2005
Job CEO, Maya.com.bd
Industry Investment Management
Experience
Maya.com.bd December 2010 - Present
Fisher Investments September 2013 - April 2014
Barclays Wealth May 2007 - February 2010
GAM May 2005 - April 2007
HSBC Investments August 2004 - April 2005
Davis Langdon August 2003 - July 2004
Skills
Financial Analysis, Alternative Investments, Project Management, Investment Strategies, Investment Products, Wealth Management, Financial Reporting, Entrepreneurship, Social Entrepreneurship, Community Management, Sales Support, Strategic Planning, Self Starter, Business Planning
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc., Finance and Economics
University of Essex 1998 — 2001
BSc, Economics
Scholastica School, Dhaka, Bangladesh 1993 — 1997
GCE A Levels and O Levels
Maya.com.bd December 2010 - Present
Fisher Investments September 2013 - April 2014
Barclays Wealth May 2007 - February 2010
GAM May 2005 - April 2007
HSBC Investments August 2004 - April 2005
Davis Langdon August 2003 - July 2004
Skills
Financial Analysis, Alternative Investments, Project Management, Investment Strategies, Investment Products, Wealth Management, Financial Reporting, Entrepreneurship, Social Entrepreneurship, Community Management, Sales Support, Strategic Planning, Self Starter, Business Planning
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc., Finance and Economics
University of Essex 1998 — 2001
BSc, Economics
Scholastica School, Dhaka, Bangladesh 1993 — 1997
GCE A Levels and O Levels
Thomas D'Auria CFA Thomas D'Auria CFA's HSBC Investments Experience December 1997 - August 2005
Job Managing Partner at Tandem Investment Partners
Industry Financial Services
Experience
Tandem Investment Partners May 2011 - Present
Dumont and Blake Investment Advisors June 2005 - May 2011
HSBC Investments December 1997 - August 2005
Merrill Lynch Asset Management March 1993 - December 1997
Midlantic National Bank (now PNC) November 1992 - March 1994
Dreman Value Management March 1986 - November 1992
NYC Buidlings Department July 1984 - March 1986
Skills
Investment Advisory, Financial Planning, Portfolio Management, 401k, Options, Wealth Management, High Net Worth..., Retirement Planning, Equities, Management, Client Development, Alternative Investments, ETFs, Investment Management, Investments, Fixed Income, Securities, Asset Allocation, Hedge Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Asset Management, Bonds, Equity Trading, Series 7, Mutual Funds, Equity Research, Bloomberg, Capital Markets, Equity Valuation, Valuation, Finance, Leadership, Financial Modeling
Education
City University of New York-College of Staten Island 1985 — 1990
BS w/ honors, Finance
Monsignor Farrell 1979 — 1983
College/University Preparatory and Advanced High School/Secondary Diploma Program
Tandem Investment Partners May 2011 - Present
Dumont and Blake Investment Advisors June 2005 - May 2011
HSBC Investments December 1997 - August 2005
Merrill Lynch Asset Management March 1993 - December 1997
Midlantic National Bank (now PNC) November 1992 - March 1994
Dreman Value Management March 1986 - November 1992
NYC Buidlings Department July 1984 - March 1986
Skills
Investment Advisory, Financial Planning, Portfolio Management, 401k, Options, Wealth Management, High Net Worth..., Retirement Planning, Equities, Management, Client Development, Alternative Investments, ETFs, Investment Management, Investments, Fixed Income, Securities, Asset Allocation, Hedge Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Asset Management, Bonds, Equity Trading, Series 7, Mutual Funds, Equity Research, Bloomberg, Capital Markets, Equity Valuation, Valuation, Finance, Leadership, Financial Modeling
Education
City University of New York-College of Staten Island 1985 — 1990
BS w/ honors, Finance
Monsignor Farrell 1979 — 1983
College/University Preparatory and Advanced High School/Secondary Diploma Program
Kong Cheng's HSBC Investments Experience 2008 - Present
Job CEO & president
Industry Food & Beverages
Experience
Tsunami dba Noodlebox LLC 2012 - Present
HSBC Investments 2008 - Present
Reinfo 2006 - 2008
Bupa 2001 - 2006
X-Tension 1998 - 2001
Xtension Ltd 1998 - 2001
Skills
Hibernate, JSP, Java Enterprise Edition, Spring, JBoss Application Server, Struts, Tomcat, Web Services
Education
Coventry University 1994 — 1997
Tsunami dba Noodlebox LLC 2012 - Present
HSBC Investments 2008 - Present
Reinfo 2006 - 2008
Bupa 2001 - 2006
X-Tension 1998 - 2001
Xtension Ltd 1998 - 2001
Skills
Hibernate, JSP, Java Enterprise Edition, Spring, JBoss Application Server, Struts, Tomcat, Web Services
Education
Coventry University 1994 — 1997
Yu-Hao (Penny) Pan's HSBC Investments Experience August 2004 - October 2005
Job Senior Credit Risk Analyst at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. June 2012 - Present
Zimmer Dental January 2010 - March 2011
Zimmer Dental July 2008 - January 2010
General Motors May 2007 - August 2007
HSBC Investments August 2004 - October 2005
Skills
Financial Modeling, Finance, Financial Analysis, Forecasting, Credit Risk, SAS, Microsoft Excel, Financial Reporting, Corporate Finance, Strategic Financial..., Valuation, Variance Analysis, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
National Chengchi University 2000 — 2004
Bachelor, Finance
Ally Financial Inc. June 2012 - Present
Zimmer Dental January 2010 - March 2011
Zimmer Dental July 2008 - January 2010
General Motors May 2007 - August 2007
HSBC Investments August 2004 - October 2005
Skills
Financial Modeling, Finance, Financial Analysis, Forecasting, Credit Risk, SAS, Microsoft Excel, Financial Reporting, Corporate Finance, Strategic Financial..., Valuation, Variance Analysis, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
National Chengchi University 2000 — 2004
Bachelor, Finance
Neil Silverman, EA's HSBC Investments Experience 1996 - 2004
Job Tax Professional (Enrolled Agent)
Industry Accounting
Experience
All County Tax Preparation & Planning December 2007 - Present
Invest Financial July 2007 - December 2007
Chase Investments April 2006 - October 2006
Finnacial Resources Federal Credit Union September 2004 - March 2006
HSBC Brokerage (USA) March 1996 - March 2004
HSBC Investments 1996 - 2004
GNA Corp. December 1994 - December 1995
IDS (American Express) Financial Services March 1993 - December 1994
Internal Revenue Service September 1974 - March 1993
Skills
Drake Tax Software, QuickBooks, Tax Preparation, Bookkeeping, IRS, Finance, Financial Services, Tax, Accounting, Budgets, Time Management, Financial Analysis
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Butler University - College of Business Administration 1966 — 1969
BS, Business Administration
All County Tax Preparation & Planning December 2007 - Present
Invest Financial July 2007 - December 2007
Chase Investments April 2006 - October 2006
Finnacial Resources Federal Credit Union September 2004 - March 2006
HSBC Brokerage (USA) March 1996 - March 2004
HSBC Investments 1996 - 2004
GNA Corp. December 1994 - December 1995
IDS (American Express) Financial Services March 1993 - December 1994
Internal Revenue Service September 1974 - March 1993
Skills
Drake Tax Software, QuickBooks, Tax Preparation, Bookkeeping, IRS, Finance, Financial Services, Tax, Accounting, Budgets, Time Management, Financial Analysis
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Butler University - College of Business Administration 1966 — 1969
BS, Business Administration
Shawn Muldoon's HSBC Investments Experience February 2004 - April 2007
Job Senior Sales Executive, North America at ClearStructure Financial Technology
Industry Financial Services
Experience
ClearStructure Financial Technology February 2013 - Present
AIS Business Development May 2012 - Present
Advanced Alternative Investment Systems Limited August 2012 - February 2013
SmartStream Technologies February 2011 - October 2011
Linedata Services April 2007 - July 2010
HSBC Investments February 2004 - April 2007
HSBC Private Bank November 2001 - February 2004
Deutsche Bank - National Discount Brokers / NDB.com October 2000 - September 2001
Jennison Associates November 1997 - September 2000
Financial Models Company November 1996 - September 1997
Skills
Hedge Funds, Securities, Settlement, Equities, Derivatives, Fixed Income, Investment Banking, Bloomberg, Asset Management, Business Analysis, Middle Office, Customer Relations, Asset, Trading, FX, Risk Management, Capital Markets, Banking, Investments, Mutual Funds, Compliance, Market Data, Back Office, Pricing, Trading Systems, Emerging Markets, Program Management, Product Management, Integration, Process Improvement, Myers Briggs, Asset Managment, Financial Services, FX Options, CRM, Alternative Investments, Bonds, Strategy, Customer Service, Portfolio Management, Management, Finance, Financial Markets, Relationship Management, SDLC, Business Development, Project Management, Consulting, Options
Education
Northeastern University 1989 — 1994
Double Bachelor of Science, Finance and Insurance/International Business
Northeastern University 1989 — 1994
Two Bachelor of Science Degrees, Finance and Insurance / International Business
ClearStructure Financial Technology February 2013 - Present
AIS Business Development May 2012 - Present
Advanced Alternative Investment Systems Limited August 2012 - February 2013
SmartStream Technologies February 2011 - October 2011
Linedata Services April 2007 - July 2010
HSBC Investments February 2004 - April 2007
HSBC Private Bank November 2001 - February 2004
Deutsche Bank - National Discount Brokers / NDB.com October 2000 - September 2001
Jennison Associates November 1997 - September 2000
Financial Models Company November 1996 - September 1997
Skills
Hedge Funds, Securities, Settlement, Equities, Derivatives, Fixed Income, Investment Banking, Bloomberg, Asset Management, Business Analysis, Middle Office, Customer Relations, Asset, Trading, FX, Risk Management, Capital Markets, Banking, Investments, Mutual Funds, Compliance, Market Data, Back Office, Pricing, Trading Systems, Emerging Markets, Program Management, Product Management, Integration, Process Improvement, Myers Briggs, Asset Managment, Financial Services, FX Options, CRM, Alternative Investments, Bonds, Strategy, Customer Service, Portfolio Management, Management, Finance, Financial Markets, Relationship Management, SDLC, Business Development, Project Management, Consulting, Options
Education
Northeastern University 1989 — 1994
Double Bachelor of Science, Finance and Insurance/International Business
Northeastern University 1989 — 1994
Two Bachelor of Science Degrees, Finance and Insurance / International Business
Pranay Jakhotiya's HSBC Investments Experience June 2009 - August 2009
Job Senior Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Citigroup May 2010 - September 2012
Bank of New York Mellon January 2010 - April 2010
HSBC Investments June 2009 - August 2009
HSBC Global Technology India August 2005 - June 2008
Skills
Financial Modeling, Competitive Analysis, Analysis, Management, Equity Research, Equity Valuation, Financial Planning, Business Analysis, Valuation, Financial Analysis, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, SDLC, Equities, Risk Management, Requirements Analysis, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
MBA, Finance
Visvesvaraya National Institute of Technology 2001 — 2005
Bachelor of Engineering
GARP, USA
FRM level 1
CFA Institute USA
CFA - Level 1
Morgan Stanley September 2012 - Present
Citigroup May 2010 - September 2012
Bank of New York Mellon January 2010 - April 2010
HSBC Investments June 2009 - August 2009
HSBC Global Technology India August 2005 - June 2008
Skills
Financial Modeling, Competitive Analysis, Analysis, Management, Equity Research, Equity Valuation, Financial Planning, Business Analysis, Valuation, Financial Analysis, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, SDLC, Equities, Risk Management, Requirements Analysis, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
MBA, Finance
Visvesvaraya National Institute of Technology 2001 — 2005
Bachelor of Engineering
GARP, USA
FRM level 1
CFA Institute USA
CFA - Level 1
Analicia Gil's HSBC Investments Experience March 2002 - March 2006
Job Global Investor Executive DIrector at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2012 - Present
Fator Securities March 2010 - August 2012
Maua Investimentos March 2006 - March 2010
HSBC Investments March 2002 - March 2006
Skills
Hedge Funds..., Alternative Investments, Emerging Markets, Asset Managment, Hedge Funds, Equities, Due Diligence, Investor Relations
Education
New York University 2008 — 2009
Certificate in Portfolio Management, Minor in Fixed Income and Equities
Universidade de São Paulo 2005 — 2007
MBA, Pricing and Risk
Fundação Armando Alvares Penteado 2000 — 2003
BA, Business Administration
J.P. Morgan September 2012 - Present
Fator Securities March 2010 - August 2012
Maua Investimentos March 2006 - March 2010
HSBC Investments March 2002 - March 2006
Skills
Hedge Funds..., Alternative Investments, Emerging Markets, Asset Managment, Hedge Funds, Equities, Due Diligence, Investor Relations
Education
New York University 2008 — 2009
Certificate in Portfolio Management, Minor in Fixed Income and Equities
Universidade de São Paulo 2005 — 2007
MBA, Pricing and Risk
Fundação Armando Alvares Penteado 2000 — 2003
BA, Business Administration
Brian Bedernyak's HSBC Investments Experience November 1999 - April 2008
Job Director, Client Services at Letko, Brosseau & Associates
Industry Investment Management
Experience
Letko, Brosseau & Associates February 2009 - Present
C.F.G. Heward Investment Management April 2008 - January 2009
HSBC Investments November 1999 - April 2008
RT Investment Counsel January 1993 - November 1999
Skills
Asset Managment, Asset Management, Equities, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
Concordia University 1988 — 1991
B.Comm, Finance
AIMR
CFA
Letko, Brosseau & Associates February 2009 - Present
C.F.G. Heward Investment Management April 2008 - January 2009
HSBC Investments November 1999 - April 2008
RT Investment Counsel January 1993 - November 1999
Skills
Asset Managment, Asset Management, Equities, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
Concordia University 1988 — 1991
B.Comm, Finance
AIMR
CFA
Summer (Li) Zhao's HSBC Investments Experience March 2010 - September 2010
Job Investment Analyst at Margaret A. Cargill Philanthropies
Industry Financial Services
Experience
Margaret A. Cargill Philanthropies July 2013 - Present
J.P. Morgan February 2013 - July 2013
KAUST Investment Management Company June 2012 - August 2012
Natixis 2011 - 2011
HSBC Investments March 2010 - September 2010
Sigma Designs July 2009 - January 2010
Education
Cornell University 2011 — 2012
Financial Engineering
Ecole nationale supérieure des Télécommunications / Telecom Paris 2008 — 2011
Margaret A. Cargill Philanthropies July 2013 - Present
J.P. Morgan February 2013 - July 2013
KAUST Investment Management Company June 2012 - August 2012
Natixis 2011 - 2011
HSBC Investments March 2010 - September 2010
Sigma Designs July 2009 - January 2010
Education
Cornell University 2011 — 2012
Financial Engineering
Ecole nationale supérieure des Télécommunications / Telecom Paris 2008 — 2011
Wai Yee Tin's HSBC Investments Experience 1995 - 1998
Job Director at Scotiabank
Industry Banking
Experience
Scotiabank January 2008 - Present
HSBC Investments 1995 - 1998
Skills
Banking, Credit Risk, Business Analysis, Analysis, Requirements Analysis, Requirements Gathering, Credit Cards, Financial Services, IT Strategy, Relationship Management, Risk Management, Retail Banking, Core Banking, Credit, Business Strategy, Negotiation
Education
Queen Mary, U. of London
Bachelor of Science (B.S.), Computer Science
Queen Mary, U. of London
BSc, Computer Science
Scotiabank January 2008 - Present
HSBC Investments 1995 - 1998
Skills
Banking, Credit Risk, Business Analysis, Analysis, Requirements Analysis, Requirements Gathering, Credit Cards, Financial Services, IT Strategy, Relationship Management, Risk Management, Retail Banking, Core Banking, Credit, Business Strategy, Negotiation
Education
Queen Mary, U. of London
Bachelor of Science (B.S.), Computer Science
Queen Mary, U. of London
BSc, Computer Science
Danji Jiang's HSBC Investments Experience June 2007 - October 2007
Job Creative Director
Industry Design
Experience
MUA Spatial Design Ltd. July 2012 - Present
freelancer January 2007 - Present
Vancouver Fashion Week July 2012 - October 2012
æsthetic.s media January 2007 - January 2011
HSBC Investments June 2007 - October 2007
Skills
Creative Direction, Marketing Communications, Research, Public Relations, Microsoft Excel, Statistical Data..., Photoshop, Business Development, Graphic Design, Wine Tasting, Photography
Education
London College of Fashion 2010 — 2011
Postgraduate, Fashion Management
University College London, U. of London 2006 — 2010
BSc, Statistics, Computing, Operational Research and Economics
The University of Calgary 2008 — 2009
Bachelor of Arts, Visual Arts: Sculpture, Photography, Painting
Malvern College 2003 — 2005
International Baccalaureate Diploma
MUA Spatial Design Ltd. July 2012 - Present
freelancer January 2007 - Present
Vancouver Fashion Week July 2012 - October 2012
æsthetic.s media January 2007 - January 2011
HSBC Investments June 2007 - October 2007
Skills
Creative Direction, Marketing Communications, Research, Public Relations, Microsoft Excel, Statistical Data..., Photoshop, Business Development, Graphic Design, Wine Tasting, Photography
Education
London College of Fashion 2010 — 2011
Postgraduate, Fashion Management
University College London, U. of London 2006 — 2010
BSc, Statistics, Computing, Operational Research and Economics
The University of Calgary 2008 — 2009
Bachelor of Arts, Visual Arts: Sculpture, Photography, Painting
Malvern College 2003 — 2005
International Baccalaureate Diploma
Fiona Lam's HSBC Investments Experience July 2010 - August 2010
Job Engagement Officer at Power 20
Industry Financial Services
Experience
Power 20 July 2014 - November 2014
Coffee Inc. July 2014 - August 2014
Goldman Sachs June 2011 - August 2011
HSBC Investments July 2010 - August 2010
Prager, Sealy & Company July 2009 - August 2009
Skills
Labor Relations, Human Resources, Bloomberg, Investments, Valuation, Bloomberg Terminal, Collective Bargaining, Private Wealth..., Microsoft Excel, Strategy, Startup Development, Project Management, Business Development, Financial Analysis, PowerPoint
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
University at Albany, SUNY
Fort Hamilton High School
Power 20 July 2014 - November 2014
Coffee Inc. July 2014 - August 2014
Goldman Sachs June 2011 - August 2011
HSBC Investments July 2010 - August 2010
Prager, Sealy & Company July 2009 - August 2009
Skills
Labor Relations, Human Resources, Bloomberg, Investments, Valuation, Bloomberg Terminal, Collective Bargaining, Private Wealth..., Microsoft Excel, Strategy, Startup Development, Project Management, Business Development, Financial Analysis, PowerPoint
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
University at Albany, SUNY
Fort Hamilton High School